adjust tempalte preferences

app/controllers/templates_preferences_controller.rb

@@ -21,7 +21,9 @@ class TemplatesPreferencesController < ApplicationController
     params.require(:template).permit(
       preferences: %i[bcc_completed request_email_subject request_email_body
                       documents_copy_email_subject documents_copy_email_body
-                      documents_copy_email_enabled]
+                      documents_copy_email_enabled documents_copy_email_attach_audit
+                      completed_notification_email_subject completed_notification_email_body
+                      completed_notification_email_enabled completed_notification_email_attach_audit]
     ).tap do |attrs|
       attrs[:preferences] = attrs[:preferences].transform_values do |value|
         if %w[true false].include?(value)

app/jobs/process_submitter_completion_job.rb

@@ -26,7 +26,8 @@ class ProcessSubmitterCompletionJob < ApplicationJob
 
     user = submission.created_by_user || submitter.template.author
 
-    if submitter.account.users.exists?(id: user.id) && submission.preferences['send_email'] != false
+    if submitter.account.users.exists?(id: user.id) && submission.preferences['send_email'] != false &&
+       submitter.template.preferences['completed_notification_email_enabled'] != false
       if submission.submitters.map(&:email).exclude?(user.email) &&
          user.user_configs.find_by(key: UserConfig::RECEIVE_COMPLETED_EMAIL)&.value != false &&
          user.role != 'integration'

app/mailers/submitter_mailer.rb

@@ -48,16 +48,21 @@ class SubmitterMailer < ApplicationMailer
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY)
 
     add_completed_email_attachments!(
-      submitter, with_audit_log: @email_config.nil? || @email_config.value['attach_audit_log'] != false
+      submitter, with_audit_log: (@email_config.nil? || @email_config.value['attach_audit_log'] != false) &&
+                                 @submitter.template.preferences['completed_notification_email_attach_audit'] != false
     )
 
+    @subject = @submitter.template.preferences['completed_notification_email_subject'].presence
+    @subject ||= @email_config.value['subject'] if @email_config
+
+    @body = @submitter.template.preferences['completed_notification_email_body'].presence
+    @body ||= @email_config.value['body'] if @email_config
+
     subject =
-      if @email_config
-        ReplaceEmailVariables.call(@email_config.value['subject'], submitter:)
+      if @subject.present?
+        ReplaceEmailVariables.call(@subject, submitter:)
       else
-        submitters = submitter.submission.submitters.order(:completed_at)
-                              .map { |e| e.name || e.email || e.phone }.join(', ')
-        %(#{submitter.submission.template.name} has been completed by #{submitters})
+        build_completed_subject(submitter)
       end
 
     assign_message_metadata('submitter_completed', @submitter)
@@ -77,7 +82,8 @@ class SubmitterMailer < ApplicationMailer
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
 
     @documents = add_completed_email_attachments!(
-      submitter, with_audit_log: @email_config.nil? || @email_config.value['attach_audit_log'] != false
+      submitter, with_audit_log: @submitter.template.preferences['documents_copy_email_attach_audit'] != false &&
+                                 (@email_config.nil? || @email_config.value['attach_audit_log'] != false)
     )
 
     @subject = @submitter.template.preferences['documents_copy_email_subject'].presence
@@ -105,6 +111,12 @@ class SubmitterMailer < ApplicationMailer
 
   private
 
+  def build_completed_subject(submitter)
+    submitters = submitter.submission.submitters.order(:completed_at)
+                          .map { |e| e.name || e.email || e.phone }.join(', ')
+    %(#{submitter.submission.template.name} has been completed by #{submitters})
+  end
+
   def add_completed_email_attachments!(submitter, with_audit_log: true)
     documents = Submitters.select_attachments_for_download(submitter)
 

app/views/notifications_settings/_bcc_form.html.erb

@@ -4,7 +4,7 @@
     <%= f.label :value, class: 'label' do %>
       <span class="flex items-center space-x-1">
         <span>
-          Completed documents BCC address
+          Completed documents notification BCC address
         </span>
         <span class="tooltip" data-tip="Send email copy with completed documents to a specified BCC address.">
           <%= svg_icon('info_circle', class: 'w-4 h-4') %>

app/views/personalization_settings/_submitter_completed_email_form.html.erb

@@ -2,7 +2,7 @@
   <input type="checkbox">
   <div class="collapse-title text-xl font-medium">
     <div>
-      Form Completed Email
+      Completed Notification Email
     </div>
   </div>
   <div class="collapse-content">

app/views/submitter_mailer/completed_email.html.erb

@@ -1,5 +1,5 @@
-<% if @email_config %>
-  <%= render 'custom_content', content: @email_config.value['body'], submitter: @submitter %>
+<% if @body.present? %>
+  <%= render 'custom_content', content: @body, submitter: @submitter %>
 <% else %>
   <p>Hi there,</p>
   <p>"<%= @submitter.submission.template.name %>" form has been completed by <%= @submitter.submission.submitters.order(:completed_at).map { |e| e.name || e.email || e.phone }.join(', ') %>.</p>

app/views/templates_preferences/show.html.erb

@@ -24,7 +24,7 @@
           <%= ff.label :bcc_completed, class: 'label' do %>
             <span class="flex items-center space-x-1 justify-between w-full">
               <span>
-                Completed documents BCC address
+                Completed documents notification BCC address
               </span>
             </span>
           <% end %>
@@ -82,7 +82,8 @@
         <div class="collapse-content">
           <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' } do |f| %>
             <toggle-on-submit data-element-id="email_saved_alert2"></toggle-on-submit>
-            <%= f.fields_for :preferences, Struct.new(:documents_copy_email_subject, :documents_copy_email_body, :documents_copy_email_enabled).new(*(@template.preferences.values_at('documents_copy_email_subject', 'documents_copy_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY).value.values_at('subject', 'body')), @template.preferences['documents_copy_email_enabled']) do |ff| %>
+            <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY).value %>
+            <%= f.fields_for :preferences, Struct.new(:documents_copy_email_subject, :documents_copy_email_body, :documents_copy_email_enabled, :documents_copy_email_attach_audit).new(@template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body'], @template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false) do |ff| %>
               <div class="form-control">
                 <%= ff.label :documents_copy_email_subject, 'Email subject', class: 'label' %>
                 <%= ff.text_field :documents_copy_email_subject, required: true, class: 'base-input', dir: 'auto' %>
@@ -98,6 +99,12 @@
                   <%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
                 </autoresize-textarea>
               </div>
+              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+                <span>
+                  Attach Audit Log PDF to the email
+                </span>
+                <%= ff.check_box :documents_copy_email_attach_audit, { checked: ff.object.documents_copy_email_attach_audit != false, class: 'toggle', onchange: 'this.form.requestSubmit()', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
+              </div>
               <div class="flex items-center justify-between py-2.5 px-1 mb-2">
                 <span>
                   Send emails automatically on completion
@@ -114,6 +121,53 @@
           <% end %>
         </div>
       </div>
+      <div class="collapse collapse-arrow join-item border border-base-300">
+        <input type="checkbox" name="accordion">
+        <div class="collapse-title text-xl font-medium">
+          Completed notification email
+        </div>
+        <div class="collapse-content">
+          <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' } do |f| %>
+            <toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
+            <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY).value %>
+            <%= f.fields_for :preferences, Struct.new(:completed_notification_email_subject, :completed_notification_email_body, :completed_notification_email_enabled, :completed_notification_email_attach_audit).new(@template.preferences['completed_notification_email_subject'].presence || configs['subject'], @template.preferences['completed_notification_email_body'].presence || configs['body'], @template.preferences['completed_notification_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['completed_notification_email_attach_audit'] != false) do |ff| %>
+              <div class="form-control">
+                <%= ff.label :completed_notification_email_subject, 'Email subject', class: 'label' %>
+                <%= ff.text_field :completed_notification_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+              </div>
+              <div class="form-control">
+                <div class="flex items-center">
+                  <%= ff.label :completed_notification_email_body, 'Email body', class: 'label' %>
+                  <span class="tooltip tooltip-right" data-tip="Use following placeholders text: <%= AccountConfig::DEFAULT_VALUES.dig(AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY, 'body').scan(/{{.*?}}/).join(', ') %>">
+                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+                  </span>
+                </div>
+                <autoresize-textarea>
+                  <%= ff.text_area :completed_notification_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+                </autoresize-textarea>
+              </div>
+              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+                <span>
+                  Attach Audit Log PDF to the email
+                </span>
+                <%= ff.check_box :completed_notification_email_attach_audit, { checked: ff.object.completed_notification_email_attach_audit != false, class: 'toggle', onchange: 'this.form.requestSubmit()', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
+              </div>
+              <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+                <span>
+                  Send emails automatically on completion
+                </span>
+                <%= ff.check_box :completed_notification_email_enabled, { checked: ff.object.completed_notification_email_enabled != false, class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', 'false' %>
+              </div>
+            <% end %>
+            <div class="form-control pt-2">
+              <%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
+              <div class="flex justify-center">
+                <span id="email_saved_alert3" class="text-sm invisible font-normal mt-0.5">Changes have been saved</span>
+              </div>
+            </div>
+          <% end %>
+        </div>
+      </div>
     </div>
   </div>
   <% if show_api %>

spec/system/personalization_spec.rb

@@ -14,7 +14,7 @@ RSpec.describe 'Personalization' do
   it 'shows the personalization page' do
     expect(page).to have_content('Email Templates')
     expect(page).to have_content('Signature Request Email')
-    expect(page).to have_content('Form Completed Email')
+    expect(page).to have_content('Completed Notification Email')
     expect(page).to have_content('Documents Copy Email')
     expect(page).to have_content('Company Logo')
     expect(page).to have_content('Unlock with DocuSeal Pro')