view only party

lib/submissions.rb

@@ -6,7 +6,10 @@ module Submissions
   module_function
 
   def maybe_update_completed_at(submission)
-    incomplete_submitter = Submitter.where(submission_id: submission.id, completed_at: nil).select(1)
+    viewer_uuids = submission.template_submitters.to_a.filter_map { |s| s['uuid'] if s['is_viewer'] }
+
+    incomplete_submitter = Submitter.where(submission_id: submission.id, completed_at: nil).limit(1)
+    incomplete_submitter = incomplete_submitter.where.not(uuid: viewer_uuids) if viewer_uuids.present?
 
     max_completed_at =
       Arel::Nodes::Grouping.new(
@@ -16,7 +19,7 @@ module Submissions
       )
 
     Submission.where(id: submission.id, completed_at: nil)
-              .where.not(incomplete_submitter.arel.exists)
+              .where.not(incomplete_submitter.select(1).arel.exists)
               .update_all(completed_at: max_completed_at)
               .positive?
   end
@@ -124,6 +127,8 @@ module Submissions
 
       Submissions::CreateFromSubmitters.maybe_set_dynamic_documents(submission)
 
+      Submissions::CreateFromSubmitters.assign_submitters_is_viewer(submission)
+
       submission.save!
 
       if submission.expire_at?
@@ -163,15 +168,29 @@ module Submissions
 
         Submitters.send_signature_requests(first_submitters, delay_seconds:)
       elsif submission.submitters_order_preserved?
-        first_submitter = template_submitters.filter_map { |s| submitters_index[s['uuid']] }.first
+        first_submitter = template_submitters.filter_map { |s| submitters_index[s['uuid']] }.find { |s| !s.viewer? }
 
-        Submitters.send_signature_requests([first_submitter], delay_seconds:) if first_submitter
+        if first_submitter
+          first_viewers = find_first_viewers(first_submitter, submitters_index)
+
+          Submitters.send_signature_requests([first_submitter, *first_viewers], delay_seconds:)
+        end
       else
         Submitters.send_signature_requests(submitters_index.values, delay_seconds:)
       end
     end
   end
 
+  def find_first_viewers(first_submitter, submitters_index)
+    first_submitter.submission.template_submitters.each_with_object([]) do |s, viewers|
+      submitter = submitters_index[s['uuid']]
+
+      break viewers if submitter && !submitter.viewer? && submitter != first_submitter
+
+      viewers << submitter if submitter&.viewer?
+    end
+  end
+
   def normalize_email(email)
     return if email.blank?
     return if email.is_a?(Numeric)

lib/submissions/assign_defined_submitters.rb

@@ -10,6 +10,8 @@ module Submissions
       assign_defined_submitters(submission)
       assign_linked_submitters(submission)
 
+      Submissions::CreateFromSubmitters.assign_submitters_is_viewer(submission)
+
       submission
     end
 

lib/submissions/create_from_submitters.rb

@@ -90,6 +90,8 @@ module Submissions
 
         maybe_add_invite_submitters(submission, template, attrs[:submitters])
 
+        assign_submitters_is_viewer(submission)
+
         submission.template = nil unless with_template
 
         submission.tap(&:save!)
@@ -100,6 +102,34 @@ module Submissions
       submissions
     end
 
+    def assign_submitters_is_viewer(submission)
+      template_fields = submission.template_fields || submission.template.fields
+      field_submitter_uuids = Set.new(template_fields.pluck('submitter_uuid'))
+
+      viewer_template_submitters =
+        submission.template_submitters.select { |s| field_submitter_uuids.exclude?(s['uuid']) }
+
+      return submission if viewer_template_submitters.blank?
+
+      viewer_template_submitters.each { |s| s['is_viewer'] = true }
+
+      return submission if submission.template_submitters.any? { |s| s['order'] }
+
+      first_submitter = submission.submitters.find(&:sent_at)
+
+      return submission unless first_submitter
+
+      submitters_index = submission.submitters.reject(&:completed_at?).index_by(&:uuid)
+
+      Submissions.find_first_viewers(first_submitter, submitters_index).each do |viewer|
+        next if viewer.preferences['send_email'] == false || viewer.email.blank?
+
+        viewer.sent_at ||= first_submitter.sent_at
+      end
+
+      submission
+    end
+
     def maybe_set_dynamic_documents(submission)
       return submission unless submission.template_id?
 

lib/submissions/generate_audit_trail.rb

@@ -282,6 +282,9 @@ module Submissions
           [
             composer.document.layout.formatted_text_box(
               [
+                submitter.viewer? && {
+                  text: "#{I18n.t('view_only')}\n"
+                },
                 submitter.email && (click_email_event || verify_email_event) && {
                   text: "#{I18n.t('email_verification')}: #{I18n.t('verified')}\n"
                 },

lib/submissions/generate_result_attachments.rb

@@ -996,7 +996,8 @@ module Submissions
     end
 
     def single_sign_reason(submitter)
-      signers = submitter.submission.submitters.sort_by(&:completed_at).map { |s| s.email || s.name || s.phone }
+      signers = submitter.submission.submitters.reject(&:viewer?)
+                         .sort_by(&:completed_at).map { |s| s.email || s.name || s.phone }
 
       format(SIGN_REASON, name: signers.reverse.join(', '))
     end
@@ -1015,7 +1016,7 @@ module Submissions
 
       return sign_reason(reason_name) if config.value == 'multiple'
 
-      if !submitter.submission.submitters.exists?(completed_at: nil) &&
+      if submitter.submission.completed_at? &&
          submitter.completed_at == submitter.submission.submitters.maximum(:completed_at)
         return single_sign_reason(submitter)
       end

lib/submitters.rb

@@ -177,6 +177,7 @@ module Submitters
     end
   end
 
+  # rubocop:disable Metrics
   def current_submitter_order?(submitter)
     submission = submitter.submission
 
@@ -189,6 +190,14 @@ module Submitters
         current_group_index = submitter_groups.find_index { |_, group| group.any? { |s| s['uuid'] == submitter.uuid } }
 
         submitter_groups.first(current_group_index).flat_map(&:last)
+      elsif submitter.viewer?
+        current_index = submitter_items.find_index { |e| e['uuid'] == submitter.uuid }
+
+        preceding_submitter_index = submitter_items[0...current_index].rindex do |e|
+          !submission.submitters.find { |s| s.uuid == e['uuid'] }&.viewer?
+        end
+
+        submitter_items.first(preceding_submitter_index || 0)
       else
         submitter_items.first(submitter_items.find_index { |e| e['uuid'] == submitter.uuid })
       end
@@ -196,9 +205,10 @@ module Submitters
     before_items.all? do |item|
       submitter = submission.submitters.find { |e| e.uuid == item['uuid'] }
 
-      submitter.nil? || submitter.completed_at?
+      submitter.nil? || submitter.viewer? || submitter.completed_at?
     end
   end
+  # rubocop:enable Metrics
 
   def build_document_filename(submitter, blob, filename_format)
     return blob.filename.to_s if filename_format.blank?