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invite party via field

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This commit is contained in:
Pete Matsyburka
2026-02-20 12:27:39 +02:00
parent 65c275ac17
commit ba84741a64
15 changed files with 114 additions and 31 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/controllers/api/submissions_controller.rb
+4 -1
View File
@@ -172,7 +172,10 @@ module Api
Submissions::NormalizeParamUtils.save_default_value_attachments!(attachments, submitters)
submitters.each do |submitter|
SubmissionEvents.create_with_tracking_data(submitter, 'api_complete_form', request) if submitter.completed_at?
if submitter.completed_at?
Submitters::SubmitValues.maybe_invite_via_field(submitter, request)
SubmissionEvents.create_with_tracking_data(submitter, 'api_complete_form', request)
end
end
submissions
app/controllers/api/submitters_controller.rb
+6 -1
View File
@@ -34,6 +34,7 @@ module Api
render json: Submitters::SerializeForApi.call(@submitter, with_template: true, with_events: true, params:)
end
# rubocop:disable Metrics/MethodLength
def update
if @submitter.completed_at?
return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_content
@@ -60,7 +61,10 @@ module Api
@submitter.submission.save!
SubmissionEvents.create_with_tracking_data(@submitter, 'api_complete_form', request) if @submitter.completed_at?
if @submitter.completed_at?
Submitters::SubmitValues.maybe_invite_via_field(@submitter, request)
SubmissionEvents.create_with_tracking_data(@submitter, 'api_complete_form', request)
end
end
if @submitter.completed_at?
@@ -78,6 +82,7 @@ module Api
render json: { error: e.message }, status: :unprocessable_content
end
# rubocop:enable Metrics/MethodLength
def submitter_params
submitter_params = params.key?(:submitter) ? params.require(:submitter) : params
app/controllers/api/templates_controller.rb
+2 -1
View File
@@ -107,7 +107,8 @@ module Api
:external_id,
:shared_link,
{
submitters: [%i[name uuid is_requester invite_by_uuid optional_invite_by_uuid linked_to_uuid email order]],
submitters: [%i[name uuid is_requester invite_by_uuid invite_via_field_uuid
optional_invite_by_uuid linked_to_uuid email order]],
fields: [[:uuid, :submitter_uuid, :name, :type,
:required, :readonly, :default_value,
:title, :description, :prefillable,
app/controllers/submit_form_invite_controller.rb
+3 -1
View File
@@ -19,7 +19,9 @@ class SubmitFormInviteController < ApplicationController
next unless attrs
next if attrs[:email].blank?
submitter.submission.submitters.create!(**attrs, account_id: submitter.account_id)
email = Submissions.normalize_email(attrs[:email])
submitter.submission.submitters.create!(uuid: attrs[:uuid], email:, account_id: submitter.account_id)
SubmissionEvents.create_with_tracking_data(submitter, 'invite_party', request, { uuid: submitter.uuid })
end
app/controllers/templates_controller.rb
+2 -1
View File
@@ -97,7 +97,8 @@ class TemplatesController < ApplicationController
:name,
{ schema: [[:attachment_uuid, :google_drive_file_id, :name,
{ conditions: [%i[field_uuid value action operation]] }]],
submitters: [%i[name uuid is_requester linked_to_uuid invite_by_uuid optional_invite_by_uuid email order]],
submitters: [%i[name uuid is_requester linked_to_uuid invite_via_field_uuid
invite_by_uuid optional_invite_by_uuid email order]],
fields: [[:uuid, :submitter_uuid, :name, :type,
:required, :readonly, :default_value,
:title, :description, :prefillable,
app/controllers/templates_recipients_controller.rb
+3 -1
View File
@@ -22,7 +22,7 @@ class TemplatesRecipientsController < ApplicationController
def submitters_params
permit_params = { submitters: [%i[name uuid is_requester optional_invite_by_uuid
invite_by_uuid linked_to_uuid email option order]] }
invite_by_uuid invite_via_field_uuid linked_to_uuid email option order]] }
params.require(:template).permit(permit_params).fetch(:submitters, {}).values.filter_map do |s|
next if s[:uuid].blank?
@@ -36,6 +36,7 @@ class TemplatesRecipientsController < ApplicationController
s[:order] = s[:order].to_i if s[:order].present?
s.delete(:invite_by_uuid) if s[:invite_by_uuid].blank?
s.delete(:optional_invite_by_uuid) if s[:optional_invite_by_uuid].blank?
s.delete(:invite_via_field_uuid) if s[:invite_via_field_uuid].blank?
normalize_option_value(s)
end
@@ -53,6 +54,7 @@ class TemplatesRecipientsController < ApplicationController
attrs.delete(:email)
attrs.delete(:linked_to_uuid)
attrs.delete(:invite_by_uuid)
attrs.delete(:invite_via_field_uuid)
attrs.delete(:optional_invite_by_uuid)
when /\Alinked_to_(.*)\z/
attrs[:linked_to_uuid] = ::Regexp.last_match(-1)
app/views/submissions/_detailed_form.html.erb
+1 -1
View File
@@ -1,6 +1,6 @@
<% has_phone_field = false %>
<%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
<% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? } %>
<% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? || e['invite_via_field_uuid'].present? } %>
<dynamic-list class="space-y-4">
<div class="space-y-4">
<div class="card card-compact bg-base-300/40" data-targets="dynamic-list.items">
app/views/submissions/_email_form.html.erb
+1 -1
View File
@@ -1,5 +1,5 @@
<%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
<% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? } %>
<% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? || e['invite_via_field_uuid'].present? } %>
<% if submitters.size == 1 %>
<submitter-item class="form-control">
<emails-textarea data-bulk-enabled="<%= Docuseal.demo? || !Docuseal.multitenant? || can?(:manage, :bulk_send) %>" data-limit="<%= Docuseal.multitenant? ? (can?(:manage, :bulk_send) ? 40 : 1) : nil %>">
app/views/submissions/_phone_form.html.erb
+1 -1
View File
@@ -1,5 +1,5 @@
<%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
<% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? } %>
<% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? || e['invite_via_field_uuid'].present? } %>
<dynamic-list class="space-y-4">
<div class="space-y-4">
<div class="card card-compact bg-base-300/40" data-targets="dynamic-list.items">
app/views/templates_preferences/_recipients.html.erb
+9 -3
View File
@@ -7,8 +7,8 @@
<div class="space-y-3 divide-y">
<% template.submitters.each_with_index do |submitter, index| %>
<div class="<%= 'pt-3' if index.positive? %>">
<%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :invite_by_uuid, :optional_invite_by_uuid, :linked_to_uuid, :order, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'invite_by_uuid', 'optional_invite_by_uuid', 'linked_to_uuid', 'order')), index: do |ff| %>
<% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : (item.invite_by_uuid.present? ? "invite_by_#{item.invite_by_uuid}" : (item.optional_invite_by_uuid.present? ? "optional_invite_by_#{item.optional_invite_by_uuid}" : '')))) %>
<%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :invite_by_uuid, :invite_via_field_uuid, :optional_invite_by_uuid, :linked_to_uuid, :order, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'invite_by_uuid', 'invite_via_field_uuid', 'optional_invite_by_uuid', 'linked_to_uuid', 'order')), index: do |ff| %>
<% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : (item.invite_by_uuid.present? ? "invite_by_#{item.invite_by_uuid}" : (item.optional_invite_by_uuid.present? ? "optional_invite_by_#{item.optional_invite_by_uuid}" : (item.invite_via_field_uuid.present? ? 'invite_via_field' : ''))))) %>
<%= ff.hidden_field :uuid %>
<div class="form-control">
<div class="flex justify-between">
@@ -28,10 +28,16 @@
<% if template.submitters.size == 2 %>
<%= tag.input name: ff.field_name(:email), value: ff.object.email, type: :email, class: 'base-input', multiple: true, autocomplete: 'off', placeholder: t('default_email'), disabled: ff.object.is_requester || ff.object.invite_by_uuid.present? || ff.object.optional_invite_by_uuid.present?, id: field_uuid = SecureRandom.uuid %>
<% else %>
<% invite_fields = template.fields.select { |field| field['name'].present? && field['submitter_uuid'] != submitter['uuid'] } %>
<toggle-attribute data-target-id="<%= email_field_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="email">
<%= ff.select :option, [[t('not_specified'), 'not_set'], (local_assigns[:with_submission_requester] == false ? nil : [t('submission_requester'), 'is_requester']), [t('specified_email'), 'email'], *(template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }].compact, {}, class: 'base-select mb-3' %>
<toggle-attribute data-target-id="<%= invite_field_wrapper_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="invite_via_field">
<%= ff.select :option, [[t('not_specified'), 'not_set'], (local_assigns[:with_submission_requester] == false ? nil : [t('submission_requester'), 'is_requester']), [t('specified_email'), 'email'], *(template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }, (invite_fields.present? ? [t('invite_via_form_field'), 'invite_via_field'] : nil)].compact, {}, class: 'base-select mb-3' %>
</toggle-attribute>
</toggle-attribute>
<%= tag.input name: ff.field_name(:email), type: :email, value: ff.object.email, multiple: true, class: "base-input #{'hidden' if item.option != 'email'}", autocomplete: 'off', placeholder: t('default_email'), id: email_field_uuid %>
<disable-hidden id="<%= invite_field_wrapper_uuid %>" class="<%= 'hidden' if item.option != 'invite_via_field' %>">
<%= select_tag ff.field_name(:invite_via_field_uuid), options_for_select(invite_fields.map { |field| [field['name'], field['uuid']] }, item.invite_via_field_uuid), prompt: t(:select_field), class: 'base-select',required: true %>
</disable-hidden>
<% end %>
</div>
<% if template.submitters.size == 2 %>