add name and phone to submitter details

lib/replace_email_variables.rb

@@ -16,18 +16,22 @@ module ReplaceEmailVariables
         slug: submitter.slug, **Docuseal.default_url_options
       )
 
-    submission_link =
-      Rails.application.routes.url_helpers.submission_url(
-        submitter.submission, **Docuseal.default_url_options
-      )
+    if submitter.submission
+      submission_link =
+        Rails.application.routes.url_helpers.submission_url(
+          submitter.submission, **Docuseal.default_url_options
+        )
+    end
 
-    text = text.gsub(TEMAPLTE_NAME, submitter.template.name)
-    text = text.gsub(SUBMITTER_EMAIL, submitter.email)
+    text = text.gsub(TEMAPLTE_NAME, submitter.template.name) if submitter.template
+    text = text.gsub(SUBMITTER_EMAIL, submitter.email) if submitter.email
     text = text.gsub(SUBMITTER_LINK, submitter_link)
-    text = text.gsub(SUBMISSION_LINK, submission_link)
+    text = text.gsub(SUBMISSION_LINK, submission_link) if submission_link
     text = text.gsub(DOCUMENTS_LINKS, build_documents_links_text(submitter))
 
-    text.gsub(ACCOUNT_NAME, submitter.template.account.name)
+    text.gsub(ACCOUNT_NAME, submitter.template.account.name) if submitter.template
+
+    text
   end
 
   def build_documents_links_text(submitter)

lib/submissions.rb

@@ -11,33 +11,35 @@ module Submissions
     submission.save!
   end
 
-  def create_from_emails(template:, user:, emails:, source:, send_email: false)
+  def create_from_emails(template:, user:, emails:, source:, mark_as_sent: false)
     emails = emails.to_s.scan(User::EMAIL_REGEXP) unless emails.is_a?(Array)
 
     emails.map do |email|
       submission = template.submissions.new(created_by_user: user, source:, template_submitters: template.submitters)
       submission.submitters.new(email:,
                                 uuid: template.submitters.first['uuid'],
-                                sent_at: send_email ? Time.current : nil)
+                                sent_at: mark_as_sent ? Time.current : nil)
 
       submission.tap(&:save!)
     end
   end
 
-  def create_from_submitters(template:, user:, submissions_attrs:, source:, send_email: false)
+  def create_from_submitters(template:, user:, submissions_attrs:, source:, mark_as_sent: false)
     submissions_attrs.map do |attrs|
       submission = template.submissions.new(created_by_user: user, source:, template_submitters: template.submitters)
 
       attrs[:submitters].each_with_index do |submitter_attrs, index|
         uuid =
           submitter_attrs[:uuid].presence ||
-          template.submitters.find { |e| e['name'] == submitter_attrs[:name] }&.dig('uuid') ||
+          template.submitters.find { |e| e['name'] == submitter_attrs[:role] }&.dig('uuid') ||
           template.submitters[index]&.dig('uuid')
 
         next if uuid.blank?
 
         submission.submitters.new(email: submitter_attrs[:email],
-                                  sent_at: send_email ? Time.current : nil,
+                                  phone: submitter_attrs[:phone].to_s.gsub(/[^0-9+]/, ''),
+                                  name: submitter_attrs[:name],
+                                  sent_at: mark_as_sent && submitter_attrs[:email].present? ? Time.current : nil,
                                   values: submitter_attrs[:values] || {},
                                   uuid:)
       end

lib/submissions/generate_export_files.rb

@@ -91,15 +91,23 @@ module Submissions
 
     def build_submission_data(submitter, submitter_name, submitters_count)
       [
+        {
+          name: column_name('Name', submitter_name, submitters_count),
+          value: submitter.name
+        },
         {
           name: column_name('Email', submitter_name, submitters_count),
           value: submitter.email
         },
+        {
+          name: column_name('Phone', submitter_name, submitters_count),
+          value: submitter.phone
+        },
         {
           name: column_name('Completed At', submitter_name, submitters_count),
           value: submitter.completed_at
         }
-      ]
+      ].reject { |e| e[:value].blank? }
     end
 
     def column_name(name, submitter_name, submitters_count = 1)

lib/submitters.rb

@@ -28,4 +28,14 @@ module Submitters
       record: submitter
     )
   end
+
+  def send_signature_requests(submitters, params)
+    return unless params[:send_email] == true || params[:send_email] == '1'
+
+    submitters.each do |submitter|
+      next if submitter.email.blank?
+
+      SubmitterMailer.invitation_email(submitter, message: params[:message]).deliver_later!
+    end
+  end
 end

lib/submitters/serialize_for_webhook.rb

@@ -14,7 +14,7 @@ module Submitters
                .except('uuid', 'values', 'slug')
                .merge('values' => values,
                       'documents' => documents,
-                      'submitter_name' => submitter_name)
+                      'role' => submitter_name)
     end
 
     def build_values_array(submitter)