shared link 2fa

app/controllers/start_form_controller.rb

@@ -6,12 +6,15 @@ class StartFormController < ApplicationController
   skip_before_action :authenticate_user!
   skip_authorization_check
 
-  around_action :with_browser_locale, only: %i[show completed]
+  around_action :with_browser_locale, only: %i[show update completed]
   before_action :maybe_redirect_com, only: %i[show completed]
   before_action :load_resubmit_submitter, only: :update
   before_action :load_template
   before_action :authorize_start!, only: :update
 
+  COOKIES_TTL = 12.hours
+  COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
+
   def show
     raise ActionController::RoutingError, I18n.t('not_found') if @template.preferences['require_phone_2fa']
 
@@ -20,6 +23,7 @@ class StartFormController < ApplicationController
                             .submitters.new(account_id: @template.account_id,
                                             uuid: (filter_undefined_submitters(@template).first ||
                                                   @template.submitters.first)['uuid'])
+      render :email_verification if params[:email_verification]
     else
       Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
 
@@ -49,17 +53,10 @@ class StartFormController < ApplicationController
         @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
       end
 
-      if @submitter.errors.blank? && @submitter.save
-        if is_new_record
-          WebhookUrls.enqueue_events(@submitter.submission, 'submission.created')
-
-          SearchEntries.enqueue_reindex(@submitter)
-
-          if @submitter.submission.expire_at?
-            ProcessSubmissionExpiredJob.perform_at(@submitter.submission.expire_at,
-                                                   'submission_id' => @submitter.submission_id)
-          end
-        end
+      if @template.preferences['shared_link_2fa'] == true
+        handle_require_2fa(@submitter, is_new_record:)
+      elsif @submitter.errors.blank? && @submitter.save
+        enqueue_new_submitter_jobs(@submitter) if is_new_record
 
         redirect_to submit_form_path(@submitter.slug)
       else
@@ -89,6 +86,16 @@ class StartFormController < ApplicationController
 
   private
 
+  def enqueue_new_submitter_jobs(submitter)
+    WebhookUrls.enqueue_events(submitter.submission, 'submission.created')
+
+    SearchEntries.enqueue_reindex(submitter)
+
+    return unless submitter.submission.expire_at?
+
+    ProcessSubmissionExpiredJob.perform_at(submitter.submission.expire_at, 'submission_id' => submitter.submission_id)
+  end
+
   def load_resubmit_submitter
     @resubmit_submitter =
       if params[:resubmit].present? && !params[:resubmit].in?([true, 'true'])
@@ -123,7 +130,7 @@ class StartFormController < ApplicationController
       .order(id: :desc)
       .where(declined_at: nil)
       .where(external_id: nil)
-      .where(ip: [nil, request.remote_ip])
+      .where(template.preferences['shared_link_2fa'] == true ? {} : { ip: [nil, request.remote_ip] })
       .then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
       .find_or_initialize_by(find_params)
 
@@ -197,4 +204,39 @@ class StartFormController < ApplicationController
       I18n.t('not_found')
     end
   end
+
+  def handle_require_2fa(submitter, is_new_record:)
+    return render :show, status: :unprocessable_entity if submitter.errors.present?
+
+    is_otp_verified = Submitters.verify_link_otp!(params[:one_time_code], submitter)
+
+    if cookies.encrypted[:email_2fa_slug] == submitter.slug || is_otp_verified
+      if submitter.save
+        enqueue_new_submitter_jobs(submitter) if is_new_record
+
+        if is_otp_verified
+          SubmissionEvents.create_with_tracking_data(submitter, 'email_verified', request)
+
+          cookies.encrypted[:email_2fa_slug] =
+            { value: submitter.slug, expires: COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
+        end
+
+        redirect_to submit_form_path(submitter.slug)
+      else
+        render :show, status: :unprocessable_entity
+      end
+    else
+      Submitters.send_shared_link_email_verification_code(submitter, request:)
+
+      render :email_verification
+    end
+  rescue Submitters::UnableToSendCode, Submitters::InvalidOtp => e
+    redirect_to start_form_path(submitter.submission.template.slug,
+                                params: submitter_params.merge(email_verification: true)),
+                alert: e.message
+  rescue RateLimit::LimitApproached
+    redirect_to start_form_path(submitter.submission.template.slug,
+                                params: submitter_params.merge(email_verification: true)),
+                alert: I18n.t(:too_many_attempts)
+  end
 end

app/controllers/start_form_email_2fa_send_controller.rb

@@ -0,0 +1,31 @@
+# frozen_string_literal: true
+
+class StartFormEmail2faSendController < ApplicationController
+  around_action :with_browser_locale
+
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  def create
+    @template = Template.find_by!(slug: params[:slug])
+
+    @submitter = @template.submissions.new(account_id: @template.account_id)
+                          .submitters.new(**submitter_params, account_id: @template.account_id)
+
+    Submitters.send_shared_link_email_verification_code(@submitter, request:)
+
+    redir_params = { notice: I18n.t(:code_has_been_resent) } if params[:resend]
+
+    redirect_to start_form_path(@template.slug, params: submitter_params.merge(email_verification: true)),
+                **redir_params
+  rescue Submitters::UnableToSendCode => e
+    redirect_to start_form_path(@template.slug, params: submitter_params.merge(email_verification: true)),
+                alert: e.message
+  end
+
+  private
+
+  def submitter_params
+    params.require(:submitter).permit(:name, :email, :phone)
+  end
+end

app/controllers/submission_events_controller.rb

@@ -12,6 +12,7 @@ class SubmissionEventsController < ApplicationController
     'send_2fa_sms' => '2fa',
     'send_sms' => 'send',
     'phone_verified' => 'phone_check',
+    'email_verified' => 'email_check',
     'click_sms' => 'hand_click',
     'decline_form' => 'x',
     'start_verification' => 'player_play',

app/controllers/submit_form_controller.rb

@@ -9,6 +9,7 @@ class SubmitFormController < ApplicationController
 
   before_action :load_submitter, only: %i[show update completed]
   before_action :maybe_render_locked_page, only: :show
+  before_action :maybe_require_link_2fa, only: %i[show update]
 
   CONFIG_KEYS = [].freeze
 
@@ -50,7 +51,7 @@ class SubmitFormController < ApplicationController
       return render json: { error: I18n.t('form_has_been_completed_already') }, status: :unprocessable_entity
     end
 
-    if @submitter.template&.archived_at? || @submitter.submission.archived_at?
+    if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at?
       return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_entity
     end
 
@@ -80,6 +81,15 @@ class SubmitFormController < ApplicationController
 
   private
 
+  def maybe_require_link_2fa
+    return if @submitter.submission.source != 'link'
+    return unless @submitter.submission.template&.preferences&.dig('shared_link_2fa') == true
+    return if cookies.encrypted[:email_2fa_slug] == @submitter.slug
+    return if @submitter.email == current_user&.email && current_user&.account_id == @submitter.account_id
+
+    redirect_to start_form_path(@submitter.submission.template.slug)
+  end
+
   def maybe_render_locked_page
     return render :archived if @submitter.submission.template&.archived_at? ||
                                @submitter.submission.archived_at? ||

app/controllers/templates_preferences_controller.rb

@@ -26,7 +26,7 @@ class TemplatesPreferencesController < ApplicationController
                       completed_notification_email_attach_documents
                       completed_redirect_url validate_unique_submitters
                       require_all_submitters submitters_order require_phone_2fa
-                      default_expire_at_duration
+                      default_expire_at_duration shared_link_2fa
                       default_expire_at
                       completed_notification_email_subject completed_notification_email_body
                       completed_notification_email_enabled completed_notification_email_attach_audit] +