add revisions

app/controllers/templates_controller.rb

@@ -77,6 +77,8 @@ class TemplatesController < ApplicationController
 
     WebhookUrls.enqueue_events(@template, 'template.updated')
 
+    TemplateVersions.find_or_create_for(@template, author: current_user) if params[:revision]
+
     head :ok
   end
 

app/controllers/templates_versions_controller.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+class TemplatesVersionsController < ApplicationController
+  load_and_authorize_resource :template
+
+  def index
+    versions = @template.template_versions.order(id: :desc).preload(:author)
+
+    render json: versions.as_json(TemplateVersions::SERIALIZE_PARAMS)
+  end
+
+  def show
+    version = @template.template_versions.find(params[:id])
+
+    render json: TemplateVersions.serialize(version)
+  end
+end

app/javascript/application.js

@@ -170,6 +170,8 @@ safeRegisterElement('template-builder', class extends HTMLElement {
       withLogo: this.dataset.withLogo !== 'false',
       withFieldsDetection: this.dataset.withFieldsDetection === 'true',
       withDetectExistingFields: this.dataset.withDetectExistingFields === 'true',
+      withRevisions: true,
+      withRevisionsMenu: this.dataset.withRevisionsMenu === 'true',
       editable: this.dataset.editable !== 'false',
       authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content,
       withCustomFields: true,

app/javascript/template_builder/builder.vue

@@ -51,6 +51,30 @@
         </div>
       </div>
     </div>
+    <div
+      v-if="beforeRevisionSnapshot"
+      class="top-1.5 sticky h-0 z-20 max-w-2xl mx-auto"
+    >
+      <div class="alert border-base-content/30 py-2 px-2.5">
+        <IconInfoCircle class="stroke-info shrink-0 w-6 h-6" />
+        <span>{{ t('viewing_revision_from').replace('{date}', formatRevisionTime(beforeRevisionSnapshot.revision.created_at)) }}</span>
+        <div>
+          <button
+            class="btn btn-sm"
+            @click.prevent="cancelRevision"
+          >
+            {{ t('cancel') }}
+          </button>
+          <button
+            v-if="editable"
+            class="btn btn-sm btn-neutral text-white"
+            @click.prevent="applyRevision"
+          >
+            {{ t('apply') }}
+          </button>
+        </div>
+      </div>
+    </div>
     <div
       v-if="$slots.buttons || withTitle"
       id="title_container"
@@ -213,6 +237,18 @@
                     <span class="whitespace-nowrap">{{ t('preferences') }}</span>
                   </a>
                 </li>
+                <li v-if="withRevisionsMenu">
+                  <button
+                    class="flex space-x-2"
+                    @click.prevent="openRevisionsModal"
+                    @mouseenter="preloadRevisions"
+                  >
+                    <span class="w-6 h-6 flex-shrink-0 flex items-center justify-center">
+                      <IconHistory class="w-5 h-5" />
+                    </span>
+                    <span class="whitespace-nowrap">{{ t('revisions') }}</span>
+                  </button>
+                </li>
                 <li v-if="withDownload">
                   <button
                     class="flex space-x-2"
@@ -600,7 +636,16 @@
     <div
       id="docuseal_modal_container"
       class="modal-container"
-    />
+    >
+      <RevisionsModal
+        v-if="isRevisionsModalOpen"
+        :template="template"
+        :revisions="revisions"
+        :locale="locale"
+        @close="isRevisionsModalOpen = false"
+        @apply="onRevisionApply"
+      />
+    </div>
   </div>
 </template>
 
@@ -618,7 +663,8 @@ import DocumentPreview from './preview'
 import DocumentControls from './controls'
 import MobileFields from './mobile_fields'
 import FieldSubmitter from './field_submitter'
-import { IconPlus, IconUsersPlus, IconDeviceFloppy, IconChevronDown, IconEye, IconWritingSign, IconInnerShadowTop, IconInfoCircle, IconAdjustments, IconDownload } from '@tabler/icons-vue'
+import RevisionsModal from './revisions_modal'
+import { IconPlus, IconUsersPlus, IconDeviceFloppy, IconChevronDown, IconEye, IconWritingSign, IconInnerShadowTop, IconInfoCircle, IconAdjustments, IconDownload, IconHistory } from '@tabler/icons-vue'
 import { v4 } from 'uuid'
 import { ref, computed, toRaw, defineAsyncComponent } from 'vue'
 import * as i18n from './i18n'
@@ -658,7 +704,9 @@ export default {
     IconDownload,
     IconAdjustments,
     IconEye,
-    IconDeviceFloppy
+    IconHistory,
+    IconDeviceFloppy,
+    RevisionsModal
   },
   provide () {
     return {
@@ -980,6 +1028,16 @@ export default {
       type: Boolean,
       required: false,
       default: false
+    },
+    withRevisions: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
+    withRevisionsMenu: {
+      type: Boolean,
+      required: false,
+      default: false
     }
   },
   data () {
@@ -1002,7 +1060,10 @@ export default {
       drawOption: null,
       dragField: null,
       isDragFile: false,
-      isMathLoaded: false
+      isMathLoaded: false,
+      isRevisionsModalOpen: false,
+      revisions: [],
+      beforeRevisionSnapshot: null
     }
   },
   computed: {
@@ -1767,6 +1828,72 @@ export default {
     closeDropdown () {
       document.activeElement.blur()
     },
+    preloadRevisions () {
+      this.loadRevisionsPromise ||= this.baseFetch(`/templates/${this.template.id}/versions`)
+    },
+    openRevisionsModal () {
+      this.closeDropdown()
+
+      this.loadRevisionsPromise ||= this.baseFetch(`/templates/${this.template.id}/versions`)
+
+      this.loadRevisionsPromise.then(async (resp) => {
+        this.revisions = await resp.json()
+
+        this.isRevisionsModalOpen = true
+        this.loadRevisionsPromise = null
+      })
+    },
+    onRevisionApply (revision) {
+      this.beforeRevisionSnapshot = {
+        template: JSON.parse(JSON.stringify(this.template)),
+        dynamicDocuments: JSON.parse(JSON.stringify(this.dynamicDocuments)),
+        revision
+      }
+
+      const { dynamic_documents: nextDynamicDocs = [], ...nextTemplate } = revision.data
+
+      Object.assign(this.template, nextTemplate)
+
+      this.dynamicDocuments.splice(0, this.dynamicDocuments.length, ...nextDynamicDocs)
+
+      this.$nextTick(() => this.reloadDynamicDocumentContent())
+
+      this.isRevisionsModalOpen = false
+    },
+    cancelRevision () {
+      Object.assign(this.template, this.beforeRevisionSnapshot.template)
+
+      this.dynamicDocuments.splice(0, this.dynamicDocuments.length, ...this.beforeRevisionSnapshot.dynamicDocuments)
+
+      this.beforeRevisionSnapshot = null
+
+      this.$nextTick(() => this.reloadDynamicDocumentContent())
+    },
+    applyRevision () {
+      this.beforeRevisionSnapshot = null
+
+      const dynamicDocumentRefs = this.documentRefs.filter((ref) => ref.isDynamic)
+
+      dynamicDocumentRefs.forEach((ref) => ref.update())
+
+      this.rebuildVariablesSchema({ disable: false })
+
+      return Promise.all([this.save({ force: true }), ...dynamicDocumentRefs.map((ref) => ref.saveBody())])
+    },
+    reloadDynamicDocumentContent () {
+      this.documentRefs.forEach((ref) => {
+        if (ref.isDynamic) ref.reloadContent()
+      })
+    },
+    formatRevisionTime (string) {
+      return new Date(string).toLocaleString(this.locale || undefined, {
+        year: 'numeric',
+        month: 'numeric',
+        day: 'numeric',
+        hour: 'numeric',
+        minute: '2-digit'
+      })
+    },
     t (key) {
       return this.i18n[key] || i18n[this.language]?.[key] || i18n.en[key] || key
     },
@@ -3013,7 +3140,7 @@ export default {
 
           const dynamicDocumentSaves = dynamicDocumentRefs.map((ref) => ref.saveBody())
 
-          Promise.all([this.save(), ...dynamicDocumentSaves]).then(() => {
+          Promise.all([this.save({ force: true, revision: this.withRevisions }), ...dynamicDocumentSaves]).then(() => {
             window.Turbo.visit(`/templates/${this.template.id}`)
           }).finally(() => {
             this.isSaving = false
@@ -3244,9 +3371,13 @@ export default {
         }
       })
     },
-    save ({ force } = { force: false }) {
+    save ({ force = false, revision = false } = {}) {
       this.pendingFieldAttachmentUuids = []
 
+      if (this.beforeRevisionSnapshot) {
+        this.beforeRevisionSnapshot = null
+      }
+
       if (this.onChange) {
         this.onChange(this.template)
       }
@@ -3272,7 +3403,8 @@ export default {
             submitters: this.template.submitters,
             fields: this.template.fields,
             variables_schema: this.template.variables_schema
-          }
+          },
+          ...(revision ? { revision: true } : {})
         }),
         headers: { 'Content-Type': 'application/json' }
       }).then(() => {

app/javascript/template_builder/conditions_modal.vue

@@ -6,7 +6,7 @@
       class="absolute top-0 bottom-0 right-0 left-0"
       @click.prevent="$emit('close')"
     />
-    <div class="modal-box pt-4 pb-6 px-6 mt-20 max-h-none w-full max-w-xl">
+    <div class="modal-box pt-4 pb-6 px-6 mt-20 w-full max-w-xl">
       <div class="flex justify-between items-center border-b pb-2 mb-2 font-medium">
         <span class="modal-title">
           {{ t('condition') }} - {{ (defaultField ? (defaultField.title || item.title || item.name) : item.name) || buildDefaultName(item) }}

app/javascript/template_builder/dynamic_document.vue

@@ -183,6 +183,9 @@ export default {
         this.sectionRefs.push(ref)
       }
     },
+    reloadContent () {
+      this.sectionRefs.forEach((ref) => ref.reloadContent())
+    },
     onBeforeUnload (event) {
       if (this.saveTimer) {
         event.preventDefault()

app/javascript/template_builder/dynamic_section.vue

@@ -281,6 +281,9 @@ export default {
     }
   },
   methods: {
+    reloadContent () {
+      this.editor.commands.setContent(this.section.innerHTML, { emitUpdate: false })
+    },
     findAreaNodePos (areaUuid) {
       const el = this.editor.view.dom.querySelector(`[data-area-uuid="${areaUuid}"]`)
 

app/javascript/template_builder/i18n.js

@@ -215,7 +215,11 @@ const en = {
   align_bottom: 'Align Bottom',
   fields_selected: '{count} Fields Selected',
   field_added: '{count} Field Added',
-  fields_added: '{count} Fields Added'
+  fields_added: '{count} Fields Added',
+  revisions: 'Revisions',
+  apply: 'Apply',
+  no_revisions_yet: 'No revisions yet',
+  viewing_revision_from: 'Viewing revision from {date}'
 }
 
 const es = {
@@ -435,7 +439,11 @@ const es = {
   align_bottom: 'Alinear abajo',
   fields_selected: '{count} Campos Seleccionados',
   field_added: '{count} Campo Añadido',
-  fields_added: '{count} Campos Añadidos'
+  fields_added: '{count} Campos Añadidos',
+  revisions: 'Revisiones',
+  apply: 'Aplicar',
+  no_revisions_yet: 'Aún no hay revisiones',
+  viewing_revision_from: 'Viendo revisión del {date}'
 }
 
 const it = {
@@ -655,7 +663,11 @@ const it = {
   align_bottom: 'Allinea in basso',
   fields_selected: '{count} Campi Selezionati',
   field_added: '{count} Campo Aggiunto',
-  fields_added: '{count} Campi Aggiunti'
+  fields_added: '{count} Campi Aggiunti',
+  revisions: 'Revisioni',
+  apply: 'Applica',
+  no_revisions_yet: 'Nessuna revisione ancora',
+  viewing_revision_from: 'Visualizzazione revisione del {date}'
 }
 
 const pt = {
@@ -875,7 +887,11 @@ const pt = {
   align_bottom: 'Alinhar à parte inferior',
   fields_selected: '{count} Campos Selecionados',
   field_added: '{count} Campo Adicionado',
-  fields_added: '{count} Campos Adicionados'
+  fields_added: '{count} Campos Adicionados',
+  revisions: 'Revisões',
+  apply: 'Aplicar',
+  no_revisions_yet: 'Nenhuma revisão ainda',
+  viewing_revision_from: 'Visualizando revisão de {date}'
 }
 
 const fr = {
@@ -1095,7 +1111,11 @@ const fr = {
   align_bottom: 'Aligner en bas',
   fields_selected: '{count} Champs Sélectionnés',
   field_added: '{count} Champ Ajouté',
-  fields_added: '{count} Champs Ajoutés'
+  fields_added: '{count} Champs Ajoutés',
+  revisions: 'Révisions',
+  apply: 'Appliquer',
+  no_revisions_yet: 'Aucune révision pour le moment',
+  viewing_revision_from: 'Affichage de la révision du {date}'
 }
 
 const de = {
@@ -1315,7 +1335,11 @@ const de = {
   align_bottom: 'Unten ausrichten',
   fields_selected: '{count} Felder Ausgewählt',
   field_added: '{count} Feld Hinzugefügt',
-  fields_added: '{count} Felder Hinzugefügt'
+  fields_added: '{count} Felder Hinzugefügt',
+  revisions: 'Revisionen',
+  apply: 'Anwenden',
+  no_revisions_yet: 'Noch keine Revisionen',
+  viewing_revision_from: 'Ansicht der Revision vom {date}'
 }
 
 const nl = {
@@ -1535,7 +1559,11 @@ const nl = {
   align_bottom: 'Onder uitlijnen',
   fields_selected: '{count} Velden Geselecteerd',
   field_added: '{count} Veld Toegevoegd',
-  fields_added: '{count} Velden Toegevoegd'
+  fields_added: '{count} Velden Toegevoegd',
+  revisions: 'Revisies',
+  apply: 'Toepassen',
+  no_revisions_yet: 'Nog geen revisies',
+  viewing_revision_from: 'Revisie van {date} bekijken'
 }
 
 export { en, es, it, pt, fr, de, nl }

app/javascript/template_builder/revisions_modal.vue

@@ -0,0 +1,104 @@
+<template>
+  <div class="modal modal-open items-start !animate-none overflow-y-auto">
+    <div
+      class="absolute top-0 bottom-0 right-0 left-0"
+      @click.prevent="$emit('close')"
+    />
+    <div class="modal-box pt-4 pb-6 mt-20 w-full">
+      <div class="flex justify-between items-center border-b pb-2 mb-3 font-medium">
+        <span>{{ t('revisions') }}</span>
+        <a
+          href="#"
+          class="text-xl"
+          @click.prevent="$emit('close')"
+        >&times;</a>
+      </div>
+      <ul class="space-y-1.5">
+        <li
+          v-for="revision in revisions"
+          :key="revision.id"
+        >
+          <button
+            type="button"
+            class="w-full text-left rounded-lg p-3 border border-dashed border-base-200 transition-colors disabled:cursor-default hover:bg-base-200 hover:border-base-200"
+            :disabled="loadingId !== null"
+            @click="viewRevision(revision.id)"
+          >
+            <div class="flex justify-between items-center gap-2">
+              <div class="flex flex-col">
+                <span>{{ formatDate(revision.created_at) }}</span>
+                <span class="-ml-0.5 flex items-center space-x-1 text-xs text-base-content/60 mt-0.5">
+                  <IconUser class="w-3.5 h-3.5 flex-shrink-0" />
+                  <span class="truncate">{{ revision.author.full_name || revision.author.email }}</span>
+                </span>
+              </div>
+              <span class="btn btn-sm btn-neutral text-white pointer-events-none flex-shrink-0">
+                <IconInnerShadowTop
+                  v-if="loadingId === revision.id"
+                  class="w-4 h-4 animate-spin"
+                />
+                <span v-else>{{ t('view') }}</span>
+              </span>
+            </div>
+          </button>
+        </li>
+        <li
+          v-if="!revisions.length"
+          class="py-4 text-center text-base-content/60"
+        >
+          {{ t('no_revisions_yet') }}
+        </li>
+      </ul>
+    </div>
+  </div>
+</template>
+
+<script>
+import { IconUser, IconInnerShadowTop } from '@tabler/icons-vue'
+
+export default {
+  name: 'RevisionsModal',
+  components: { IconUser, IconInnerShadowTop },
+  inject: ['t', 'baseFetch'],
+  props: {
+    template: {
+      type: Object,
+      required: true
+    },
+    revisions: {
+      type: Array,
+      required: true
+    },
+    locale: {
+      type: String,
+      required: true
+    }
+  },
+  emits: ['close', 'apply'],
+  data () {
+    return {
+      loadingId: null
+    }
+  },
+  methods: {
+    viewRevision (id) {
+      if (this.loadingId !== null) return
+
+      this.loadingId = id
+
+      this.baseFetch(`/templates/${this.template.id}/versions/${id}`)
+        .then((r) => r.json())
+        .then((revision) => { this.$emit('apply', revision) })
+        .finally(() => { this.loadingId = null })
+    },
+    formatDate (string) {
+      return new Date(string).toLocaleString(this.locale || undefined, {
+        month: 'long',
+        day: 'numeric',
+        hour: 'numeric',
+        minute: '2-digit'
+      })
+    }
+  }
+}
+</script>

app/models/template.rb

@@ -70,6 +70,7 @@ class Template < ApplicationRecord
   has_many :submissions, dependent: :destroy
   has_many :template_sharings, dependent: :destroy
   has_many :template_accesses, dependent: :destroy
+  has_many :template_versions, dependent: :destroy
   has_many :dynamic_documents, dependent: :destroy
   has_many :dynamic_document_versions, through: :dynamic_documents, source: :versions
 

app/models/template_version.rb

@@ -0,0 +1,44 @@
+# frozen_string_literal: true
+
+# == Schema Information
+#
+# Table name: template_versions
+#
+#  id          :bigint           not null, primary key
+#  data        :text             not null
+#  sha1        :string           not null
+#  created_at  :datetime         not null
+#  updated_at  :datetime         not null
+#  account_id  :bigint           not null
+#  author_id   :bigint           not null
+#  template_id :bigint           not null
+#
+# Indexes
+#
+#  index_template_versions_on_account_id            (account_id)
+#  index_template_versions_on_author_id             (author_id)
+#  index_template_versions_on_template_id_and_sha1  (template_id,sha1) UNIQUE
+#
+# Foreign Keys
+#
+#  fk_rails_...  (account_id => accounts.id)
+#  fk_rails_...  (author_id => users.id)
+#  fk_rails_...  (template_id => templates.id)
+#
+class TemplateVersion < ApplicationRecord
+  belongs_to :template
+  belongs_to :account
+  belongs_to :author, class_name: 'User'
+
+  attribute :data, :string, default: -> { {} }
+
+  serialize :data, coder: JSON
+
+  before_validation :set_account, on: :create
+
+  private
+
+  def set_account
+    self.account ||= template.account
+  end
+end

app/views/templates/edit.html.erb

@@ -6,4 +6,4 @@
     <%= button_to nil, user_configs_path, method: :post, params: { user_config: { key: UserConfig::SHOW_APP_TOUR, value: true } }, class: 'hidden', id: 'start_tour_button' %>
   <% end %>
 <% end %>
-<template-builder class="grid" data-template="<%= @template_data %>" data-custom-fields="<%= (current_account.account_configs.find_or_initialize_by(key: AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY).value || []).to_json %>" data-with-sign-yourself-button="<%= !@template.archived_at? %>" data-with-fields-detection="true" data-with-send-button="<%= !@template.archived_at? && can?(:create, @template.submissions.new(account: current_account)) %>" data-locale="<%= I18n.locale %>" data-show-tour-start-form="<%= @show_tour_start_form %>"></template-builder>
+<template-builder class="grid" data-template="<%= @template_data %>" data-custom-fields="<%= (current_account.account_configs.find_or_initialize_by(key: AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY).value || []).to_json %>" data-with-sign-yourself-button="<%= !@template.archived_at? %>" data-with-fields-detection="true" data-with-send-button="<%= !@template.archived_at? && can?(:create, @template.submissions.new(account: current_account)) %>" data-with-revisions-menu="<%= @template.template_versions.exists? %>" data-locale="<%= I18n.locale %>" data-show-tour-start-form="<%= @show_tour_start_form %>"></template-builder>

config/routes.rb

@@ -108,6 +108,7 @@ Rails.application.routes.draw do
     resource :form, only: %i[show], controller: 'templates_form_preview'
     resource :code_modal, only: %i[show], controller: 'templates_code_modal'
     resource :preferences, only: %i[show create destroy], controller: 'templates_preferences'
+    resources :versions, only: %i[index show], controller: 'templates_versions'
     resource :share_link, only: %i[show create], controller: 'templates_share_link'
     resource :share_link_qr, only: %i[show], controller: 'templates_share_link_qr'
     resources :recipients, only: %i[create], controller: 'templates_recipients'

db/migrate/20260506121640_create_template_versions.rb

@@ -0,0 +1,16 @@
+# frozen_string_literal: true
+
+class CreateTemplateVersions < ActiveRecord::Migration[8.1]
+  def change
+    create_table :template_versions do |t|
+      t.references :template, null: false, foreign_key: true, index: false
+      t.references :account, null: false, foreign_key: true, index: true
+      t.references :author, null: false, foreign_key: { to_table: :users }, index: true
+      t.text :data, null: false
+      t.string :sha1, null: false
+      t.timestamps
+    end
+
+    add_index :template_versions, %i[template_id sha1], unique: true
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[8.1].define(version: 2026_05_06_120000) do
+ActiveRecord::Schema[8.1].define(version: 2026_05_06_121640) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "btree_gin"
   enable_extension "pg_catalog.plpgsql"
@@ -444,6 +444,19 @@ ActiveRecord::Schema[8.1].define(version: 2026_05_06_120000) do
     t.index ["template_id"], name: "index_template_sharings_on_template_id"
   end
 
+  create_table "template_versions", force: :cascade do |t|
+    t.bigint "account_id", null: false
+    t.bigint "author_id", null: false
+    t.datetime "created_at", null: false
+    t.text "data", null: false
+    t.string "sha1", null: false
+    t.bigint "template_id", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id"], name: "index_template_versions_on_account_id"
+    t.index ["author_id"], name: "index_template_versions_on_author_id"
+    t.index ["template_id", "sha1"], name: "index_template_versions_on_template_id_and_sha1", unique: true
+  end
+
   create_table "templates", force: :cascade do |t|
     t.bigint "account_id", null: false
     t.datetime "archived_at"
@@ -587,6 +600,9 @@ ActiveRecord::Schema[8.1].define(version: 2026_05_06_120000) do
   add_foreign_key "template_folders", "template_folders", column: "parent_folder_id"
   add_foreign_key "template_folders", "users", column: "author_id"
   add_foreign_key "template_sharings", "templates"
+  add_foreign_key "template_versions", "accounts"
+  add_foreign_key "template_versions", "templates"
+  add_foreign_key "template_versions", "users", column: "author_id"
   add_foreign_key "templates", "accounts"
   add_foreign_key "templates", "template_folders", column: "folder_id"
   add_foreign_key "templates", "users", column: "author_id"

lib/template_versions.rb

@@ -0,0 +1,76 @@
+# frozen_string_literal: true
+
+module TemplateVersions
+  SERIALIZE_PARAMS = {
+    only: %i[id created_at],
+    include: { author: { only: %i[email], methods: %i[full_name] } }
+  }.freeze
+
+  DATA_FIELDS = %i[name schema submitters variables_schema fields].freeze
+
+  module_function
+
+  def find_or_create_for(template, author:)
+    data = build_data(template)
+    sha1 = Digest::SHA1.hexdigest(data.to_json)
+
+    version   = template.template_versions.find_by(sha1:)
+    version ||= template.template_versions.create!(data:, sha1:, author:)
+
+    version
+  rescue ActiveRecord::RecordNotUnique
+    retry
+  end
+
+  def serialize(version)
+    data = version.data.dup
+
+    data['documents'] = serialize_documents(version.template, data['schema'].to_a)
+    data['dynamic_documents'] = serialize_dynamic_documents(version.template, data['dynamic_documents'].to_a)
+
+    version.as_json(SERIALIZE_PARAMS).merge('data' => data)
+  end
+
+  def build_data(template)
+    dynamic_uuids = template.schema.select { |e| e['dynamic'] }.pluck('attachment_uuid')
+
+    dynamic_documents =
+      if dynamic_uuids.present?
+        template.dynamic_documents.where(uuid: dynamic_uuids).as_json(only: %i[uuid body])
+      else
+        []
+      end
+
+    template.as_json(only: DATA_FIELDS).merge('dynamic_documents' => dynamic_documents)
+  end
+
+  def serialize_documents(template, schema)
+    return [] if schema.blank?
+
+    template.documents_attachments
+            .where(uuid: schema.pluck('attachment_uuid'))
+            .preload(:blob, preview_images_attachments: :blob)
+            .as_json(
+              only: %i[id uuid],
+              methods: %i[metadata signed_key],
+              include: { preview_images: { only: %i[id], methods: %i[url metadata filename] } }
+            )
+  end
+
+  def serialize_dynamic_documents(template, dynamic_docs)
+    return [] if dynamic_docs.blank?
+
+    dynamic_docs_index = template.dynamic_documents
+                                 .where(uuid: dynamic_docs.pluck('uuid'))
+                                 .preload(attachments_attachments: :blob)
+                                 .index_by(&:uuid)
+
+    dynamic_docs.map do |attrs|
+      document = dynamic_docs_index[attrs['uuid']]
+
+      attachments_data = document.attachments_attachments.as_json(only: %i[uuid], methods: %i[url metadata filename])
+
+      attrs.merge('head' => document.head, 'attachments' => attachments_data)
+    end
+  end
+end