Merge from docusealco/wip

Gemfile.lock

@@ -387,7 +387,7 @@ GEM
     puma (6.5.0)
       nio4r (~> 2.0)
     racc (1.8.1)
-    rack (3.1.14)
+    rack (3.1.16)
     rack-proxy (0.7.7)
       rack
     rack-session (2.0.0)

app/controllers/api/submissions_controller.rb

@@ -10,7 +10,7 @@ module Api
     end
 
     def index
-      submissions = Submissions.search(@submissions, params[:q])
+      submissions = Submissions.search(current_user, @submissions, params[:q])
       submissions = filter_submissions(submissions, params)
 
       submissions = paginate(submissions.preload(:created_by_user, :submitters,
@@ -80,6 +80,8 @@ module Api
         end
       end
 
+      SearchEntries.enqueue_reindex(submissions)
+
       render json: build_create_json(submissions)
     rescue Submitters::NormalizeValues::BaseError, Submissions::CreateFromSubmitters::BaseError,
            DownloadUtils::UnableToDownload => e
@@ -183,14 +185,14 @@ module Api
     def submissions_params
       permitted_attrs = [
         :send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to, :go_to_last,
-        :expire_at,
+        :expire_at, :name,
         {
           message: %i[subject body],
           submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role,
                         :completed, :phone, :application_key, :external_id, :reply_to, :go_to_last,
                         { metadata: {}, values: {}, roles: [], readonly_fields: [], message: %i[subject body],
                           fields: [:name, :uuid, :default_value, :value, :title, :description,
-                                   :readonly, :validation_pattern, :invalid_message,
+                                   :readonly, :required, :validation_pattern, :invalid_message,
                                    { default_value: [], value: [], preferences: {} }] }]]
         }
       ]

app/controllers/api/submitters_controller.rb

@@ -5,7 +5,7 @@ module Api
     load_and_authorize_resource :submitter
 
     def index
-      submitters = Submitters.search(@submitters, params[:q])
+      submitters = Submitters.search(current_user, @submitters, params[:q])
 
       submitters = filter_submitters(submitters, params)
 
@@ -37,14 +37,16 @@ module Api
         return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_entity
       end
 
-      role = @submitter.submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
+      submission = @submitter.submission
+      role = submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
 
-      normalized_params, new_attachments =
-        Submissions::NormalizeParamUtils.normalize_submitter_params!(submitter_params.merge(role:), @submitter.template,
-                                                                     for_submitter: @submitter)
+      normalized_params, new_attachments = Submissions::NormalizeParamUtils.normalize_submitter_params!(
+        submitter_params.merge(role:),
+        @submitter.template || Template.new(submitters: submission.template_submitters, account: @submitter.account),
+        for_submitter: @submitter
+      )
 
-      Submissions::CreateFromSubmitters.maybe_set_template_fields(@submitter.submission,
-                                                                  [normalized_params],
+      Submissions::CreateFromSubmitters.maybe_set_template_fields(submission, [normalized_params],
                                                                   default_submitter_uuid: @submitter.uuid)
 
       assign_submitter_attrs(@submitter, normalized_params)
@@ -65,10 +67,10 @@ module Api
         Submitters.send_signature_requests([@submitter])
       end
 
-      render json: Submitters::SerializeForApi.call(@submitter, with_template: false,
-                                                                with_urls: true,
-                                                                with_events: false,
-                                                                params:)
+      SearchEntries.enqueue_reindex(@submitter)
+
+      render json: Submitters::SerializeForApi.call(@submitter, with_template: false, with_urls: true,
+                                                                with_events: false, params:)
     rescue Submitters::NormalizeValues::BaseError, DownloadUtils::UnableToDownload => e
       Rollbar.warning(e) if defined?(Rollbar)
 
@@ -82,7 +84,7 @@ module Api
         :send_email, :send_sms, :reply_to, :completed_redirect_url, :uuid, :name, :email, :role,
         :completed, :phone, :application_key, :external_id, :go_to_last,
         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
-          fields: [[:name, :uuid, :default_value, :value,
+          fields: [[:name, :uuid, :default_value, :value, :required,
                     :readonly, :validation_pattern, :invalid_message,
                     { default_value: [], value: [], preferences: {} }]] }
       )

app/controllers/api/templates_clone_controller.rb

@@ -21,17 +21,20 @@ module Api
       )
 
       cloned_template.source = :api
-      cloned_template.save!
 
       schema_documents = Templates::CloneAttachments.call(template: cloned_template,
                                                           original_template: @template,
                                                           documents: params[:documents])
 
+      cloned_template.save!
+
       WebhookUrls.for_account_id(cloned_template.account_id, 'template.created').each do |webhook_url|
         SendTemplateCreatedWebhookRequestJob.perform_async('template_id' => cloned_template.id,
                                                            'webhook_url_id' => webhook_url.id)
       end
 
+      SearchEntries.enqueue_reindex(cloned_template)
+
       render json: Templates::SerializeForApi.call(cloned_template, schema_documents)
     end
   end

app/controllers/api/templates_controller.rb

@@ -65,6 +65,8 @@ module Api
 
       @template.update!(template_params)
 
+      SearchEntries.enqueue_reindex(@template)
+
       WebhookUrls.for_account_id(@template.account_id, 'template.updated').each do |webhook_url|
         SendTemplateUpdatedWebhookRequestJob.perform_async('template_id' => @template.id,
                                                            'webhook_url_id' => webhook_url.id)
@@ -86,7 +88,7 @@ module Api
     private
 
     def filter_templates(templates, params)
-      templates = Templates.search(templates, params[:q])
+      templates = Templates.search(current_user, templates, params[:q])
       templates = params[:archived].in?(['true', true]) ? templates.archived : templates.active
       templates = templates.where(external_id: params[:application_key]) if params[:application_key].present?
       templates = templates.where(external_id: params[:external_id]) if params[:external_id].present?

app/controllers/start_form_controller.rb

@@ -53,6 +53,8 @@ class StartFormController < ApplicationController
         if is_new_record
           enqueue_submission_create_webhooks(@submitter)
 
+          SearchEntries.enqueue_reindex(@submitter)
+
           if @submitter.submission.expire_at?
             ProcessSubmissionExpiredJob.perform_at(@submitter.submission.expire_at,
                                                    'submission_id' => @submitter.submission_id)
@@ -142,7 +144,7 @@ class StartFormController < ApplicationController
   end
 
   def filter_undefined_submitters(template)
-    Templates.filter_undefined_submitters(template)
+    Templates.filter_undefined_submitters(template.submitters)
   end
 
   def submitter_params

app/controllers/submissions_archived_controller.rb

@@ -4,12 +4,12 @@ class SubmissionsArchivedController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
     @submissions = @submissions.where.not(archived_at: nil)
                                .or(@submissions.where.not(templates: { archived_at: nil }))
                                .preload(:template_accesses, :created_by_user, template: :author)
 
-    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?

app/controllers/submissions_controller.rb

@@ -8,6 +8,10 @@ class SubmissionsController < ApplicationController
 
   prepend_before_action :maybe_redirect_com, only: %i[show]
 
+  before_action only: :create do
+    authorize!(:create, Submission)
+  end
+
   def show
     @submission = Submissions.preload_with_pages(@submission)
 
@@ -26,8 +30,6 @@ class SubmissionsController < ApplicationController
   end
 
   def create
-    authorize!(:create, Submission)
-
     save_template_message(@template, params) if params[:save_message] == '1'
 
     if params[:is_custom_message] != '1'
@@ -56,6 +58,8 @@ class SubmissionsController < ApplicationController
 
     Submissions.send_signature_requests(submissions)
 
+    SearchEntries.enqueue_reindex(submissions)
+
     redirect_to template_path(@template), notice: I18n.t('new_recipients_have_been_added')
   rescue Submissions::CreateFromSubmitters::BaseError => e
     render turbo_stream: turbo_stream.replace(:submitters_error,
@@ -81,7 +85,7 @@ class SubmissionsController < ApplicationController
         I18n.t('submission_has_been_archived')
       end
 
-    redirect_back(fallback_location: template_path(@submission.template), notice:)
+    redirect_back(fallback_location: @submission.template_id ? template_path(@submission.template) : root_path, notice:)
   end
 
   private

app/controllers/submissions_dashboard_controller.rb

@@ -4,13 +4,13 @@ class SubmissionsDashboardController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
 
     @submissions = @submissions.where(archived_at: nil)
                                .where(templates: { archived_at: nil })
                                .preload(:template_accesses, :created_by_user, template: :author)
 
-    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?

app/controllers/submit_form_controller.rb

@@ -8,6 +8,7 @@ class SubmitFormController < ApplicationController
   skip_authorization_check
 
   before_action :load_submitter, only: %i[show update completed]
+  before_action :maybe_render_locked_page, only: :show
 
   CONFIG_KEYS = [].freeze
 
@@ -15,19 +16,14 @@ class SubmitFormController < ApplicationController
     submission = @submitter.submission
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
-    return render :archived if submission.template.archived_at? ||
-                               submission.archived_at? ||
-                               @submitter.account.archived_at?
-    return render :expired if submission.expired?
-    return render :declined if @submitter.declined_at?
 
     @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
 
     return render :awaiting if (@form_configs[:enforce_signing_order] ||
-                                submission.template.preferences['submitters_order'] == 'preserved') &&
+                                submission.template&.preferences&.dig('submitters_order') == 'preserved') &&
                                !Submitters.current_submitter_order?(@submitter)
 
-    Submitters.preload_with_pages(@submitter)
+    Submissions.preload_with_pages(submission)
 
     Submitters::MaybeUpdateDefaultValues.call(@submitter, current_user)
 
@@ -54,7 +50,7 @@ class SubmitFormController < ApplicationController
       return render json: { error: I18n.t('form_has_been_completed_already') }, status: :unprocessable_entity
     end
 
-    if @submitter.template.archived_at? || @submitter.submission.archived_at?
+    if @submitter.template&.archived_at? || @submitter.submission.archived_at?
       return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_entity
     end
 
@@ -84,6 +80,15 @@ class SubmitFormController < ApplicationController
 
   private
 
+  def maybe_render_locked_page
+    return render :archived if @submitter.submission.template&.archived_at? ||
+                               @submitter.submission.archived_at? ||
+                               @submitter.account.archived_at?
+    return render :expired if @submitter.submission.expired?
+
+    render :declined if @submitter.declined_at?
+  end
+
   def load_submitter
     @submitter = Submitter.find_by!(slug: params[:slug] || params[:submit_form_slug])
   end

app/controllers/submit_form_decline_controller.rb

@@ -11,7 +11,7 @@ class SubmitFormDeclineController < ApplicationController
                                                            submitter.completed_at? ||
                                                            submitter.submission.archived_at? ||
                                                            submitter.submission.expired? ||
-                                                           submitter.submission.template.archived_at?
+                                                           submitter.submission.template&.archived_at?
 
     ApplicationRecord.transaction do
       submitter.update!(declined_at: Time.current)

app/controllers/submit_form_download_controller.rb

@@ -14,7 +14,10 @@ class SubmitFormDownloadController < ApplicationController
     return head :unprocessable_entity if @submitter.declined_at? ||
                                          @submitter.submission.archived_at? ||
                                          @submitter.submission.expired? ||
-                                         @submitter.submission.template.archived_at?
+                                         @submitter.submission.template&.archived_at? ||
+                                         AccountConfig.exists?(account_id: @submitter.account_id,
+                                                               key: AccountConfig::ALLOW_TO_PARTIAL_DOWNLOAD_KEY,
+                                                               value: false)
 
     last_completed_submitter = @submitter.submission.submitters
                                          .where.not(id: @submitter.id)
@@ -25,7 +28,7 @@ class SubmitFormDownloadController < ApplicationController
       if last_completed_submitter
         Submitters.select_attachments_for_download(last_completed_submitter)
       else
-        @submitter.submission.template.schema_documents.preload(:blob)
+        @submitter.submission.schema_documents.preload(:blob)
       end
 
     urls = attachments.map do |attachment|

app/controllers/submitters_autocomplete_controller.rb

@@ -22,13 +22,17 @@ class SubmittersAutocompleteController < ApplicationController
 
   def search_submitters(submitters)
     if SELECT_COLUMNS.include?(params[:field])
-      column = Submitter.arel_table[params[:field].to_sym]
+      if Docuseal.fulltext_search?(current_user)
+        Submitters.fulltext_search_field(current_user, submitters, params[:q], params[:field])
+      else
+        column = Submitter.arel_table[params[:field].to_sym]
 
-      term = "#{params[:q].downcase}%"
+        term = "#{params[:q].downcase}%"
 
-      submitters.where(column.matches(term))
+        submitters.where(column.matches(term))
+      end
     else
-      Submitters.search(submitters, params[:q])
+      Submitters.search(current_user, submitters, params[:q])
     end
   end
 end

app/controllers/submitters_controller.rb

@@ -38,6 +38,8 @@ class SubmittersController < ApplicationController
     if @submitter.save
       maybe_resend_email_sms(@submitter, params)
 
+      SearchEntries.enqueue_reindex(@submitter)
+
       redirect_back fallback_location: submission_path(submission), notice: I18n.t('changes_have_been_saved')
     else
       redirect_back fallback_location: submission_path(submission), alert: I18n.t('unable_to_save')

app/controllers/submitters_resubmit_controller.rb

@@ -6,13 +6,15 @@ class SubmittersResubmitController < ApplicationController
   def update
     return redirect_to submit_form_path(slug: @submitter.slug) if @submitter.email != current_user.email
 
-    submission = @submitter.template.submissions.new(created_by_user: current_user,
-                                                     submitters_order: :preserved,
-                                                     **@submitter.submission.slice(:template_fields,
-                                                                                   :account_id,
-                                                                                   :template_schema,
-                                                                                   :template_submitters,
-                                                                                   :preferences))
+    submission = @submitter.account.submissions.new(created_by_user: current_user,
+                                                    submitters_order: :preserved,
+                                                    **@submitter.submission.slice(:template_fields,
+                                                                                  :account_id,
+                                                                                  :name,
+                                                                                  :template_id,
+                                                                                  :template_schema,
+                                                                                  :template_submitters,
+                                                                                  :preferences))
 
     @submitter.submission.submitters.each do |submitter|
       new_submitter = submission.submitters.new(submitter.slice(:uuid, :email, :phone, :name,
@@ -27,6 +29,10 @@ class SubmittersResubmitController < ApplicationController
 
     submission.save!
 
+    @submitter.submission.documents_attachments.each do |attachment|
+      submission.documents_attachments.create!(uuid: attachment.uuid, blob_id: attachment.blob_id)
+    end
+
     redirect_to submit_form_path(slug: @new_submitter.slug)
   end
 

app/controllers/template_folders_controller.rb

@@ -6,7 +6,7 @@ class TemplateFoldersController < ApplicationController
   def show
     @templates = @template_folder.templates.active.accessible_by(current_ability)
                                  .preload(:author, :template_accesses)
-    @templates = Templates.search(@templates, params[:q])
+    @templates = Templates.search(current_user, @templates, params[:q])
     @templates = Templates::Order.call(@templates, current_user, cookies.permanent[:dashboard_templates_order])
 
     @pagy, @templates = pagy_auto(@templates, limit: 12)

app/controllers/templates_archived_controller.rb

@@ -5,7 +5,7 @@ class TemplatesArchivedController < ApplicationController
 
   def index
     @templates = @templates.where.not(archived_at: nil).preload(:author, :folder, :template_accesses).order(id: :desc)
-    @templates = Templates.search(@templates, params[:q])
+    @templates = Templates.search(current_user, @templates, params[:q])
 
     @pagy, @templates = pagy_auto(@templates, limit: 12)
   end

app/controllers/templates_archived_submissions_controller.rb

@@ -6,7 +6,7 @@ class TemplatesArchivedSubmissionsController < ApplicationController
 
   def index
     @submissions = @submissions.where.not(archived_at: nil)
-    @submissions = Submissions.search(@submissions, params[:q], search_values: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_values: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?

app/controllers/templates_clone_and_replace_controller.rb

@@ -22,6 +22,8 @@ class TemplatesCloneAndReplaceController < ApplicationController
     Templates::CloneAttachments.call(template: cloned_template, original_template: @template,
                                      excluded_attachment_uuids: documents.map(&:uuid))
 
+    SearchEntries.enqueue_reindex(cloned_template)
+
     respond_to do |f|
       f.html { redirect_to edit_template_path(cloned_template) }
       f.json { render json: { id: cloned_template.id } }

app/controllers/templates_controller.rb

@@ -8,7 +8,7 @@ class TemplatesController < ApplicationController
   def show
     submissions = @template.submissions.accessible_by(current_ability)
     submissions = submissions.active if @template.archived_at.blank?
-    submissions = Submissions.search(submissions, params[:q], search_values: true)
+    submissions = Submissions.search(current_user, submissions, params[:q], search_values: true)
     submissions = Submissions::Filter.call(submissions, current_user, params.except(:status))
 
     @base_submissions = submissions
@@ -72,6 +72,8 @@ class TemplatesController < ApplicationController
     if @template.save
       Templates::CloneAttachments.call(template: @template, original_template: @base_template) if @base_template
 
+      SearchEntries.enqueue_reindex(@template)
+
       enqueue_template_created_webhooks(@template)
 
       maybe_redirect_to_template(@template)
@@ -81,7 +83,13 @@ class TemplatesController < ApplicationController
   end
 
   def update
-    @template.update!(template_params)
+    @template.assign_attributes(template_params)
+
+    is_name_changed = @template.name_changed?
+
+    @template.save!
+
+    SearchEntries.enqueue_reindex(@template) if is_name_changed
 
     enqueue_template_updated_webhooks(@template)
 

app/controllers/templates_dashboard_controller.rb

@@ -25,7 +25,7 @@ class TemplatesDashboardController < ApplicationController
       @templates = @templates.none
     else
       @template_folders = @template_folders.reject { |e| e.name == TemplateFolder::DEFAULT_NAME }
-      @templates = filter_templates(@templates)
+      @templates = filter_templates(@templates).preload(:author, :template_accesses)
       @templates = Templates::Order.call(@templates, current_user, cookies.permanent[:dashboard_templates_order])
 
       limit =
@@ -42,7 +42,7 @@ class TemplatesDashboardController < ApplicationController
   private
 
   def filter_templates(templates)
-    rel = templates.active.preload(:author, :template_accesses)
+    rel = templates.active
 
     if params[:q].blank?
       if Docuseal.multitenant? ? current_account.testing? : current_account.linked_account_account
@@ -51,13 +51,20 @@ class TemplatesDashboardController < ApplicationController
 
         shared_template_ids = TemplateSharing.where(account_id: shared_account_ids).select(:template_id)
 
-        rel = rel.where(folder_id: current_account.default_template_folder.id).or(rel.where(id: shared_template_ids))
+        rel = Template.where(
+          Template.arel_table[:id].in(
+            Arel::Nodes::Union.new(
+              rel.where(folder_id: current_account.default_template_folder.id).select(:id).arel,
+              shared_template_ids.arel
+            )
+          )
+        )
       else
         rel = rel.where(folder_id: current_account.default_template_folder.id)
       end
     end
 
-    Templates.search(rel, params[:q])
+    Templates.search(current_user, rel, params[:q])
   end
 
   def sort_template_folders(template_folders, current_user, order)

app/controllers/templates_form_preview_controller.rb

@@ -13,7 +13,7 @@ class TemplatesFormPreviewController < ApplicationController
 
     @submitter.submission.submitters = @template.submitters.map { |item| Submitter.new(uuid: item['uuid']) }
 
-    Submitters.preload_with_pages(@submitter)
+    Submissions.preload_with_pages(@submitter.submission)
 
     @attachments_index = ActiveStorage::Attachment.where(record: @submitter.submission.submitters, name: :attachments)
                                                   .preload(:blob).index_by(&:uuid)

app/controllers/templates_uploads_controller.rb

@@ -25,6 +25,8 @@ class TemplatesUploadsController < ApplicationController
 
     enqueue_template_created_webhooks(@template)
 
+    SearchEntries.enqueue_reindex(@template)
+
     redirect_to edit_template_path(@template)
   rescue Templates::CreateAttachments::PdfEncrypted
     render turbo_stream: turbo_stream.append(params[:form_id], html: helpers.tag.prompt_password)

app/javascript/elements/submitter_autocomplete.js

@@ -36,7 +36,9 @@ export default class extends HTMLElement {
   }
 
   fetch = (text, resolve) => {
-    const q = text.split(/[;,\s]+/).pop().trim()
+    const q = this.dataset.field === 'email'
+      ? text.split(/[;,\s]+/).pop().trim()
+      : text
 
     if (q) {
       const queryParams = new URLSearchParams({ q, field: this.dataset.field })

app/javascript/submission_form/form.vue

@@ -1390,6 +1390,7 @@ export default {
 
         if (isLastStep && !emptyRequiredField && !this.inviteSubmitters.length && !this.optionalInviteSubmitters.length) {
           formData.append('completed', 'true')
+          formData.append('timezone', Intl.DateTimeFormat().resolvedOptions().timeZone)
         }
 
         let saveStepRequest

app/javascript/submission_form/signature_step.vue

@@ -133,7 +133,7 @@
       class="mx-auto bg-white border border-base-300 rounded max-h-44"
     >
     <FileDropzone
-      v-if="format === 'upload' && !modelValue"
+      v-if="format === 'upload' && !modelValue && !computedPreviousValue"
       :message="`${t('upload')} ${field.name || t('signature')}`"
       :submitter-slug="submitterSlug"
       :dry-run="dryRun"

app/javascript/template_builder/field_settings.vue

@@ -424,7 +424,7 @@
       </a>
     </li>
   </template>
-  <li v-if="field.areas?.length === 1 && ['date', 'signature', 'initials', 'text', 'cells'].includes(field.type)">
+  <li v-if="field.areas?.length === 1 && ['date', 'signature', 'initials', 'text', 'cells', 'stamp'].includes(field.type)">
     <a
       href="#"
       class="text-sm py-1 px-2"

app/jobs/generate_attachment_preview_job.rb

@@ -0,0 +1,21 @@
+# frozen_string_literal: true
+
+class GenerateAttachmentPreviewJob
+  include Sidekiq::Job
+
+  InvalidFormat = Class.new(StandardError)
+
+  sidekiq_options queue: :images
+
+  def perform(params = {})
+    attachment = ActiveStorage::Attachment.find(params['attachment_id'])
+
+    if attachment.content_type == Templates::ProcessDocument::PDF_CONTENT_TYPE
+      Templates::ProcessDocument.generate_pdf_preview_images(attachment, attachment.download)
+    elsif attachment.image?
+      Templates::ProcessDocument.generate_preview_image(attachment, attachment.download)
+    else
+      raise InvalidFormat, attachment.id
+    end
+  end
+end

app/jobs/process_submission_expired_job.rb

@@ -7,7 +7,7 @@ class ProcessSubmissionExpiredJob
     submission = Submission.find(params['submission_id'])
 
     return if submission.archived_at?
-    return if submission.template.archived_at?
+    return if submission.template&.archived_at?
     return if submission.submitters.where.not(declined_at: nil).exists?
     return unless submission.submitters.exists?(completed_at: nil)
 

app/jobs/process_submitter_completion_job.rb

@@ -82,7 +82,7 @@ class ProcessSubmitterCompletionJob
     user = submission.created_by_user || submitter.template.author
 
     if submitter.account.users.exists?(id: user.id) && submission.preferences['send_email'] != false &&
-       submitter.template.preferences['completed_notification_email_enabled'] != false
+       submitter.template&.preferences&.dig('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'
@@ -98,7 +98,7 @@ class ProcessSubmitterCompletionJob
   end
 
   def maybe_enqueue_copy_emails(submitter)
-    return if submitter.template.preferences['documents_copy_email_enabled'] == false
+    return if submitter.template&.preferences&.dig('documents_copy_email_enabled') == false
 
     configs = AccountConfigs.find_or_initialize_for_key(submitter.account,
                                                         AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
@@ -119,7 +119,7 @@ class ProcessSubmitterCompletionJob
 
   def build_bcc_addresses(submission)
     bcc = submission.preferences['bcc_completed'].presence ||
-          submission.template.preferences['bcc_completed'].presence ||
+          submission.template&.preferences&.dig('bcc_completed').presence ||
           submission.account.account_configs
                     .find_by(key: AccountConfig::BCC_EMAILS)&.value
 

app/jobs/reindex_search_entry_job.rb

@@ -0,0 +1,13 @@
+# frozen_string_literal: true
+
+class ReindexSearchEntryJob
+  include Sidekiq::Job
+
+  InvalidFormat = Class.new(StandardError)
+
+  def perform(params = {})
+    entry = SearchEntry.find_or_initialize_by(params.slice('record_type', 'record_id'))
+
+    SearchEntries.reindex_record(entry.record)
+  end
+end

app/mailers/submitter_mailer.rb

@@ -23,11 +23,11 @@ class SubmitterMailer < ApplicationMailer
 
     @body = @email_message&.body.presence ||
             template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence ||
-            @submitter.template.preferences['request_email_body'].presence
+            @submitter.template&.preferences&.dig('request_email_body').presence
 
     @subject = @email_message&.subject.presence ||
                template_submitters_index.dig(@submitter.uuid, 'request_email_subject').presence ||
-               @submitter.template.preferences['request_email_subject'].presence
+               @submitter.template&.preferences&.dig('request_email_subject').presence
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY)
 
@@ -53,6 +53,8 @@ class SubmitterMailer < ApplicationMailer
     @submission = submitter.submission
     @user = user
 
+    template_preferences = @submission.template&.preferences || {}
+
     Submissions::EnsureResultGenerated.call(submitter)
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY)
@@ -60,15 +62,15 @@ class SubmitterMailer < ApplicationMailer
     add_completed_email_attachments!(
       submitter,
       with_documents: @email_config&.value&.dig('attach_documents') != false &&
-                      @submitter.template.preferences['completed_notification_email_attach_documents'] != false,
+                      template_preferences['completed_notification_email_attach_documents'] != false,
       with_audit_log: @email_config&.value&.dig('attach_audit_log') != false &&
-                      @submitter.template.preferences['completed_notification_email_attach_audit'] != false
+                      template_preferences['completed_notification_email_attach_audit'] != false
     )
 
-    @subject = @submitter.template.preferences['completed_notification_email_subject'].presence
+    @subject = 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 = template_preferences['completed_notification_email_body'].presence
     @body ||= @email_config.value['body'] if @email_config
 
     assign_message_metadata('submitter_completed', @submitter)
@@ -97,7 +99,7 @@ class SubmitterMailer < ApplicationMailer
            to: user.role == 'integration' ? user.friendly_name.sub(/\+\w+@/, '@') : user.friendly_name,
            reply_to: @submitter.friendly_name,
            subject: I18n.t(:name_declined_by_submitter,
-                           name: @submission.template.name.truncate(20),
+                           name: (@submission.name || @submission.template.name).truncate(20),
                            submitter: @submitter.name || @submitter.email || @submitter.phone))
     end
   end
@@ -107,22 +109,24 @@ class SubmitterMailer < ApplicationMailer
     @submitter = submitter
     @sig = submitter.signed_id(expires_in: SIGN_TTL, purpose: :download_completed) if sig
 
+    template_preferences = @submitter.template&.preferences || {}
+
     Submissions::EnsureResultGenerated.call(@submitter)
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
 
     add_completed_email_attachments!(
       submitter,
-      with_documents: @submitter.template.preferences['documents_copy_email_attach_documents'] != false &&
-                                 (@email_config.nil? || @email_config.value['attach_documents'] != false),
-      with_audit_log: @submitter.template.preferences['documents_copy_email_attach_audit'] != false &&
-                                 (@email_config.nil? || @email_config.value['attach_audit_log'] != false)
+      with_documents: template_preferences['documents_copy_email_attach_documents'] != false &&
+                      (@email_config.nil? || @email_config.value['attach_documents'] != false),
+      with_audit_log: 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
+    @subject = template_preferences['documents_copy_email_subject'].presence
     @subject ||= @email_config.value['subject'] if @email_config
 
-    @body = @submitter.template.preferences['documents_copy_email_body'].presence
+    @body = template_preferences['documents_copy_email_body'].presence
     @body ||= @email_config.value['body'] if @email_config
 
     assign_message_metadata('submitter_documents_copy', @submitter)
@@ -130,11 +134,7 @@ class SubmitterMailer < ApplicationMailer
 
     I18n.with_locale(@current_account.locale) do
       subject =
-        if @subject.present?
-          ReplaceEmailVariables.call(@subject, submitter:)
-        else
-          I18n.t(:your_document_copy)
-        end
+        @subject.present? ? ReplaceEmailVariables.call(@subject, submitter:) : I18n.t(:your_document_copy)
 
       mail(from: from_address_for_submitter(submitter),
            to: to || @submitter.friendly_name,
@@ -147,7 +147,7 @@ class SubmitterMailer < ApplicationMailer
 
   def build_submitter_reply_to(submitter, email_config: nil, documents_copy_email: nil)
     reply_to = submitter.preferences['reply_to'].presence
-    reply_to ||= submitter.template.preferences['documents_copy_email_reply_to'].presence if documents_copy_email
+    reply_to ||= submitter.template&.preferences&.dig('documents_copy_email_reply_to').presence if documents_copy_email
     reply_to ||= email_config.value['reply_to'].presence if email_config
 
     if reply_to.blank? && (submitter.submission.created_by_user || submitter.template.author)&.email != submitter.email
@@ -212,7 +212,7 @@ class SubmitterMailer < ApplicationMailer
   end
 
   def build_submitter_preferences_index(submitter)
-    submitter.template.preferences['submitters'].to_a.index_by { |e| e['uuid'] }
+    submitter.template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] }
   end
 
   def add_attachments_with_size_limit(submitter, storage_attachments, current_size, filename_format = nil)

app/models/account_config.rb

@@ -29,6 +29,7 @@ class AccountConfig < ApplicationRecord
   ALLOW_TYPED_SIGNATURE = 'allow_typed_signature'
   ALLOW_TO_RESUBMIT = 'allow_to_resubmit'
   ALLOW_TO_DECLINE_KEY = 'allow_to_decline'
+  ALLOW_TO_PARTIAL_DOWNLOAD_KEY = 'allow_to_partial_download'
   SUBMITTER_REMINDERS = 'submitter_reminders'
   ENFORCE_SIGNING_ORDER_KEY = 'enforce_signing_order'
   FORM_COMPLETED_BUTTON_KEY = 'form_completed_button'
@@ -41,6 +42,7 @@ class AccountConfig < ApplicationRecord
   FLATTEN_RESULT_PDF_KEY = 'flatten_result_pdf'
   WITH_SIGNATURE_ID = 'with_signature_id'
   WITH_AUDIT_VALUES_KEY = 'with_audit_values'
+  WITH_AUDIT_SUBMITTER_TIMEZONE_KEY = 'with_audit_submitter_timezone'
   REQUIRE_SIGNING_REASON_KEY = 'require_signing_reason'
   REUSE_SIGNATURE_KEY = 'reuse_signature'
   COMBINE_PDF_RESULT_KEY = 'combine_pdf_result_key'

app/models/completed_submitter.rb

@@ -13,7 +13,7 @@
 #  account_id    :bigint           not null
 #  submission_id :bigint           not null
 #  submitter_id  :bigint           not null
-#  template_id   :bigint           not null
+#  template_id   :bigint
 #
 # Indexes
 #
@@ -24,7 +24,7 @@ class CompletedSubmitter < ApplicationRecord
   belongs_to :submitter
   belongs_to :submission
   belongs_to :account
-  belongs_to :template
+  belongs_to :template, optional: true
 
   has_many :completed_documents, dependent: :destroy,
                                  primary_key: :submitter_id,

app/models/search_entry.rb

@@ -0,0 +1,29 @@
+# frozen_string_literal: true
+
+# == Schema Information
+#
+# Table name: search_entries
+#
+#  id          :bigint           not null, primary key
+#  ngram       :tsvector
+#  record_type :string           not null
+#  tsvector    :tsvector         not null
+#  created_at  :datetime         not null
+#  updated_at  :datetime         not null
+#  account_id  :bigint           not null
+#  record_id   :bigint           not null
+#
+# Indexes
+#
+#  index_search_entries_on_account_id_ngram_submission     (account_id,ngram) WHERE ((record_type)::text = 'Submission'::text) USING gin
+#  index_search_entries_on_account_id_ngram_submitter      (account_id,ngram) WHERE ((record_type)::text = 'Submitter'::text) USING gin
+#  index_search_entries_on_account_id_ngram_template       (account_id,ngram) WHERE ((record_type)::text = 'Template'::text) USING gin
+#  index_search_entries_on_account_id_tsvector_submission  (account_id,tsvector) WHERE ((record_type)::text = 'Submission'::text) USING gin
+#  index_search_entries_on_account_id_tsvector_submitter   (account_id,tsvector) WHERE ((record_type)::text = 'Submitter'::text) USING gin
+#  index_search_entries_on_account_id_tsvector_template    (account_id,tsvector) WHERE ((record_type)::text = 'Template'::text) USING gin
+#  index_search_entries_on_record_id_and_record_type       (record_id,record_type) UNIQUE
+#
+class SearchEntry < ApplicationRecord
+  belongs_to :record, polymorphic: true
+  belongs_to :account
+end

app/models/submission.rb

@@ -7,6 +7,7 @@
 #  id                  :bigint           not null, primary key
 #  archived_at         :datetime
 #  expire_at           :datetime
+#  name                :text
 #  preferences         :text             not null
 #  slug                :string           not null
 #  source              :text             not null
@@ -18,7 +19,7 @@
 #  updated_at          :datetime         not null
 #  account_id          :bigint           not null
 #  created_by_user_id  :bigint
-#  template_id         :bigint           not null
+#  template_id         :bigint
 #
 # Indexes
 #
@@ -33,10 +34,12 @@
 #  fk_rails_...  (template_id => templates.id)
 #
 class Submission < ApplicationRecord
-  belongs_to :template
+  belongs_to :template, optional: true
   belongs_to :account
   belongs_to :created_by_user, class_name: 'User', optional: true
 
+  has_one :search_entry, as: :record, inverse_of: :record, dependent: :destroy
+
   has_many :submitters, dependent: :destroy
   has_many :submission_events, dependent: :destroy
 
@@ -56,6 +59,7 @@ class Submission < ApplicationRecord
   has_one_attached :combined_document
 
   has_many_attached :preview_documents
+  has_many_attached :documents
 
   has_many :template_accesses, primary_key: :template_id, foreign_key: :template_id, dependent: nil, inverse_of: false
 
@@ -96,6 +100,14 @@ class Submission < ApplicationRecord
     expire_at && expire_at <= Time.current
   end
 
+  def schema_documents
+    if template_id?
+      template_schema_documents
+    else
+      documents_attachments
+    end
+  end
+
   def fields_uuid_index
     @fields_uuid_index ||= (template_fields || template.fields).index_by { |f| f['uuid'] }
   end

app/models/submitter.rb

@@ -16,6 +16,7 @@
 #  preferences   :text             not null
 #  sent_at       :datetime
 #  slug          :string           not null
+#  timezone      :string
 #  ua            :string
 #  uuid          :string           not null
 #  values        :text             not null
@@ -27,11 +28,12 @@
 #
 # Indexes
 #
-#  index_submitters_on_account_id_and_id  (account_id,id)
-#  index_submitters_on_email              (email)
-#  index_submitters_on_external_id        (external_id)
-#  index_submitters_on_slug               (slug) UNIQUE
-#  index_submitters_on_submission_id      (submission_id)
+#  index_submitters_on_account_id_and_id            (account_id,id)
+#  index_submitters_on_completed_at_and_account_id  (completed_at,account_id)
+#  index_submitters_on_email                        (email)
+#  index_submitters_on_external_id                  (external_id)
+#  index_submitters_on_slug                         (slug) UNIQUE
+#  index_submitters_on_submission_id                (submission_id)
 #
 # Foreign Keys
 #
@@ -41,6 +43,7 @@ class Submitter < ApplicationRecord
   belongs_to :submission
   belongs_to :account
   has_one :template, through: :submission
+  has_one :search_entry, as: :record, inverse_of: :record, dependent: :destroy
 
   attribute :values, :string, default: -> { {} }
   attribute :preferences, :string, default: -> { {} }

app/models/template.rb

@@ -42,6 +42,8 @@ class Template < ApplicationRecord
   belongs_to :account
   belongs_to :folder, class_name: 'TemplateFolder'
 
+  has_one :search_entry, as: :record, inverse_of: :record, dependent: :destroy
+
   before_validation :maybe_set_default_folder, on: :create
 
   attribute :preferences, :string, default: -> { {} }

app/views/start_form/completed.html.erb

@@ -26,7 +26,7 @@
         <%= button_to button_title(title: t('send_copy_to_email'), disabled_with: t('sending'), icon: svg_icon('mail_forward', class: 'w-6 h-6')), send_submission_email_index_path, params: { template_slug: @template.slug, email: params[:email] }, class: 'base-button w-full' %>
       </toggle-submit>
     <% end %>
-    <% if Templates.filter_undefined_submitters(@template).size == 1 && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @template.shared_link? %>
+    <% if Templates.filter_undefined_submitters(@template.submitters).size == 1 && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @template.shared_link? %>
       <toggle-submit class="block">
         <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), start_form_path(@template.slug), params: { submitter: { email: params[:email] }, resubmit: true }, method: :put, class: 'white-button w-full' %>
       </toggle-submit>

app/views/submissions/_send_email.html.erb

@@ -1,4 +1,5 @@
-<% submitter_preferences_index = template.preferences['submitters'].to_a.index_by { |e| e['uuid'] } %>
+<% submitter_preferences_index = template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] } %>
+<% template_submitters = local_assigns[:submitter]&.submission&.template_submitters || template.submitters %>
 <div class="form-control">
   <% can_send_emails = Accounts.can_send_emails?(current_account) %>
   <div class="flex justify-between items-center">
@@ -37,18 +38,18 @@
 <% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
 <div id="message_field" class="card card-compact bg-base-300/40 hidden">
   <div class="card-body">
-    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template.preferences['submitters'].to_a.size > 1 %>
+    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template&.preferences&.dig('submitters').to_a.size > 1 %>
     <div class="peer-checked:hidden form-control space-y-2">
       <div class="form-control">
         <div class="flex justify-between">
           <%= f.label :subject, t('subject'), class: 'label' %>
-          <% if template.submitters.size > 1 && template.submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+          <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
             <label for="<%= toggle_uuid %>" class="label underline">
               <%= t('edit_per_party') %>
             </label>
           <% end %>
         </div>
-        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template.preferences['request_email_subject'].presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
       </div>
       <div class="form-control">
         <div class="flex items-center">
@@ -58,7 +59,7 @@
           </span>
         </div>
         <autoresize-textarea>
-          <%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template.preferences['request_email_body'].presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
+          <%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
         </autoresize-textarea>
         <% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
           <label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
@@ -69,10 +70,10 @@
       </div>
       <%= render 'submissions/message_fields' %>
     </div>
-    <% if template.submitters.size > 1 && template.submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+    <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
       <div class="hidden peer-checked:block form-control space-y-2">
         <% uuid = SecureRandom.uuid %>
-        <% options = template.submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
+        <% options = template_submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
         <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
           <ul class="tabs w-full flex flex-nowrap">
             <% options.each_with_index do |(label, val), index| %>
@@ -83,14 +84,14 @@
             <% end %>
           </ul>
         </toggle-visible>
-        <% template.submitters.each_with_index do |submitter, index| %>
+        <% template_submitters.each_with_index do |submitter, index| %>
           <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
             <div id="request_email_<%= uuid %>_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
               <div class="form-control">
                 <div class="flex justify-between">
                   <%= ff.label :subject, t('subject'), class: 'label' %>
                 </div>
-                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template.preferences['request_email_subject'].presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
               </div>
               <div class="form-control">
                 <div class="flex items-center">
@@ -100,7 +101,7 @@
                   </span>
                 </div>
                 <autoresize-textarea>
-                  <%= ff.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template.preferences['request_email_body'].presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
+                  <%= ff.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
                 </autoresize-textarea>
               </div>
             </div>

app/views/submissions/show.html.erb

@@ -4,9 +4,9 @@
 <% with_signature_id, is_combined_enabled = AccountConfig.where(account_id: @submission.account_id, key: [AccountConfig::COMBINE_PDF_RESULT_KEY, AccountConfig::WITH_SIGNATURE_ID], value: true).then { |configs| [configs.any? { |e| e.key == AccountConfig::WITH_SIGNATURE_ID }, configs.any? { |e| e.key == AccountConfig::COMBINE_PDF_RESULT_KEY }] } %>
 <div style="max-width: 1600px" class="mx-auto pl-4">
   <div class="flex justify-between py-1.5 items-center pr-4 sticky top-0 md:relative z-10 bg-base-100">
-    <a href="<%= signed_in? && @submission.account_id == current_account&.id ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
+    <a href="<%= signed_in? && @submission.account_id == current_account&.id && @submission.template ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
       <span><%= render 'submissions/logo' %></span>
-      <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% @submission.template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %></span>
+      <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% (@submission.name || @submission.template.name).split(/(_)/).each do |item| %><%= item %><wbr><% end %></span>
     </a>
     <div class="space-x-3 flex items-center">
       <% last_submitter = @submission.submitters.to_a.select(&:completed_at?).max_by(&:completed_at) %>
@@ -73,7 +73,7 @@
       <% values = @submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
       <% schema = Submissions.filtered_conditions_schema(@submission, values:) %>
       <% schema.each do |item| %>
-        <% document = @submission.template_schema_documents.find { |a| item['attachment_uuid'] == a.uuid } %>
+        <% document = @submission.schema_documents.find { |a| item['attachment_uuid'] == a.uuid } %>
         <a href="#<%= "page-#{document.uuid}-0" %>" onclick="[event.preventDefault(), window[event.target.closest('a').href.split('#')[1]].scrollIntoView({ behavior: 'smooth', block: 'start' })]" class="block cursor-pointer">
           <img src="<%= Docuseal::URL_CACHE.fetch([document.id, document.uuid, 0].join(':'), expires_in: 10.minutes) { document.preview_images.first.url } %>" width="<%= document.preview_images.first.metadata['width'] %>" height="<%= document.preview_images.first.metadata['height'] %>" class="rounded border" loading="lazy">
           <div class="pb-2 pt-1.5 text-center" dir="auto">
@@ -89,7 +89,7 @@
         <% attachments_index = ActiveStorage::Attachment.where(record: @submission.submitters, name: :attachments).preload(:blob).index_by(&:uuid) %>
         <% page_blob_struct = Struct.new(:url, :metadata, keyword_init: true) %>
         <% schema.each do |item| %>
-          <% document = @submission.template_schema_documents.find { |e| e.uuid == item['attachment_uuid'] } %>
+          <% document = @submission.schema_documents.find { |e| e.uuid == item['attachment_uuid'] } %>
           <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
           <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
           <% lazyload_metadata = document.preview_images.first.metadata %>

app/views/submissions_dashboard/index.html.erb

@@ -26,7 +26,7 @@
   </div>
 </div>
 <% view_archived_html = capture do %>
-  <% if current_account.submissions.where.not(archived_at: nil).exists? %>
+  <% if can?(:manage, :countless) || current_account.submissions.where.not(archived_at: nil).exists? %>
     <div>
       <a href="<%= submissions_archived_index_path %>" class="link text-sm"><%= t('view_archived') %></a>
     </div>

app/views/submissions_preview/completed.html.erb

@@ -11,7 +11,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div>
-            <p dir="auto" class="text-lg font-bold mb-1"><%= @submission.template.name %></p>
+            <p dir="auto" class="text-lg font-bold mb-1"><%= @submission.name || @submission.template.name %></p>
             <% last_submitter = @submission.submitters.completed.order(:completed_at).last %>
             <% if last_submitter %>
               <p dir="auto" class="text-sm">

app/views/submit_form/_submission_form.html.erb

@@ -2,4 +2,4 @@
 <% data_fields = Submissions.filtered_conditions_fields(submitter).to_json %>
 <% invite_submitters = (submitter.submission.template_submitters || submitter.submission.template.submitters).select { |s| s['invite_by_uuid'] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] } }.to_json %>
 <% optional_invite_submitters = (submitter.submission.template_submitters || submitter.submission.template.submitters).select { |s| s['optional_invite_by_uuid'] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] } }.to_json %>
-<submission-form data-is-demo="<%= Docuseal.demo? %>" data-schema="<%= schema.to_json %>" data-reuse-signature="<%= configs[:reuse_signature] %>" data-require-signing-reason="<%= configs[:require_signing_reason] %>" data-with-signature-id="<%= configs[:with_signature_id] %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'].presence || submitter.submission.template.preferences['completed_redirect_url'] %>" data-completed-message="<%= (configs[:completed_message]&.compact_blank.presence || submitter.submission.template.preferences['completed_message'] || {}).to_json %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.preferences.key?('go_to_last') ? submitter.preferences['go_to_last'] : submitter.opened_at? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(submitter.submission.account) %>" data-optional-invite-submitters="<%= optional_invite_submitters %>" data-invite-submitters="<%= invite_submitters %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>" data-previous-signature-value="<%= local_assigns[:signature_attachment]&.uuid %>" data-remember-signature="<%= configs[:prefill_signature] %>" data-dry-run="<%= local_assigns[:dry_run] %>" data-expand="<%= local_assigns[:expand] %>" data-scroll-padding="<%= local_assigns[:scroll_padding] %>" data-language="<%= I18n.locale.to_s.split('-').first %>"></submission-form>
+<submission-form data-is-demo="<%= Docuseal.demo? %>" data-schema="<%= schema.to_json %>" data-reuse-signature="<%= configs[:reuse_signature] %>" data-require-signing-reason="<%= configs[:require_signing_reason] %>" data-with-signature-id="<%= configs[:with_signature_id] %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'].presence || submitter.submission.template&.preferences&.dig('completed_redirect_url') %>" data-completed-message="<%= (configs[:completed_message]&.compact_blank.presence || submitter.submission.template&.preferences&.dig('completed_message') || {}).to_json %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.preferences.key?('go_to_last') ? submitter.preferences['go_to_last'] : submitter.opened_at? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(submitter.submission.account) %>" data-optional-invite-submitters="<%= optional_invite_submitters %>" data-invite-submitters="<%= invite_submitters %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>" data-previous-signature-value="<%= local_assigns[:signature_attachment]&.uuid %>" data-remember-signature="<%= configs[:prefill_signature] %>" data-dry-run="<%= local_assigns[:dry_run] %>" data-expand="<%= local_assigns[:expand] %>" data-scroll-padding="<%= local_assigns[:scroll_padding] %>" data-language="<%= I18n.locale.to_s.split('-').first %>"></submission-form>

app/views/submit_form/archived.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div dir="auto">
-            <p class="text-lg font-bold mb-1"><%= @submitter.submission.template.name %></p>
+            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
             <p class="text-sm"><%= t('form_has_been_deleted_by_html', name: @submitter.account.name) %></p>
           </div>
         </div>

app/views/submit_form/awaiting.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div dir="auto">
-            <p class="text-lg font-bold mb-1"><%= @submitter.submission.template.name %></p>
+            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
             <p class="text-sm"><%= t('awaiting_completion_by_the_other_party') %></p>
           </div>
         </div>

app/views/submit_form/completed.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div>
-            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.template.name %></p>
+            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
             <p dir="auto" class="text-sm">
               <%= t(@submitter.with_signature_fields? ? 'signed_on_time' : 'completed_on_time', time: l(@submitter.completed_at.to_date, format: :long)) %>
             </p>
@@ -23,7 +23,7 @@
         <toggle-submit>
           <%= button_to button_title(title: t('send_copy_to_email'), disabled_with: t('sending'), icon: svg_icon('mail_forward', class: 'w-6 h-6')), send_submission_email_index_path, params: { submitter_slug: @submitter.slug }, class: 'white-button w-full' %>
         </toggle-submit>
-        <% if Templates.filter_undefined_submitters(@submitter.submission.template).size != 1 %>
+        <% if Templates.filter_undefined_submitters(@submitter.submission.template_submitters).size != 1 %>
           <div class="divider uppercase"><%= t('or') %></div>
         <% else %>
           <div class="py-2"></div>
@@ -42,8 +42,8 @@
         </download-button>
       <% end %>
     </div>
-    <% undefined_submitters = Templates.filter_undefined_submitters(@submitter.submission.template) %>
-    <% if undefined_submitters.size == 1 && undefined_submitters.first['uuid'] == @submitter.uuid && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false %>
+    <% undefined_submitters = Templates.filter_undefined_submitters(@submitter.submission.template_submitters) %>
+    <% if undefined_submitters.size == 1 && undefined_submitters.first['uuid'] == @submitter.uuid && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @submitter.template && !@submitter.template.archived_at? %>
       <div class="divider uppercase"><%= t('or') %></div>
       <toggle-submit class="block">
         <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), resubmit_form_path, params: { resubmit: @submitter.slug }, method: :put, class: 'white-button w-full' %>

app/views/submit_form/declined.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div dir="auto">
-            <p class="text-lg font-bold mb-1"><%= @submitter.submission.template.name %></p>
+            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
             <p class="text-sm"><%= t('form_has_been_declined_on_html', time: l(@submitter.declined_at, format: :long)) %></p>
           </div>
         </div>

app/views/submit_form/expired.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div dir="auto">
-            <p class="text-lg font-bold mb-1"><%= @submitter.submission.template.name %></p>
+            <p class="text-lg font-bold mb-1"><%= @submitter.submission.name || @submitter.submission.template.name %></p>
             <p class="text-sm"><%= t('form_expired_at_html', time: l(@submitter.submission.expire_at, format: :long)) %></p>
           </div>
         </div>

app/views/submit_form/show.html.erb

@@ -1,4 +1,4 @@
-<% content_for(:html_title, "#{@submitter.submission.template.name} | DocuSeal") %>
+<% content_for(:html_title, "#{@submitter.submission.name || @submitter.submission.template.name} | DocuSeal") %>
 <% content_for(:html_description, "#{@submitter.account.name} has invited you to fill and sign documents online effortlessly with a secure, fast, and user-friendly digital document signing solution.") %>
 <% fields_index = Templates.build_field_areas_index(@submitter.submission.template_fields || @submitter.submission.template.fields) %>
 <% values = @submitter.submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
@@ -13,7 +13,7 @@
         <%= render('submit_form/banner') %>
         <div id="signing_form_header" class="sticky min-[1230px]:static top-0 z-50 bg-base-100 py-2 px-2 flex items-center md:-mx-[8px]" style="margin-bottom: -16px">
           <div class="text-xl md:text-2xl font-medium focus:text-clip" style="width: 100%; overflow: hidden; text-overflow: ellipsis; white-space: nowrap;">
-            <%= @submitter.submission.template.name %>
+            <%= @submitter.submission.name || @submitter.submission.template.name %>
           </div>
           <div class="flex items-center space-x-2" style="margin-left: 20px; flex-shrink: 0">
             <% if @form_configs[:with_decline] %>
@@ -24,16 +24,18 @@
                 <% end %>
               </div>
             <% end %>
-            <download-button data-src="<%= submit_form_download_index_path(@submitter.slug) %>" class="btn btn-neutral text-white btn-sm !px-4">
-              <span class="flex items-center justify-center" data-target="download-button.defaultButton">
-                <%= svg_icon('download', class: 'w-6 h-6 inline md:hidden') %>
-                <span class="hidden md:inline"><%= t('download') %></span>
-              </span>
-              <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
-                <%= svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
-                <span class="hidden md:inline"><%= t('downloading') %></span>
-              </span>
-            </download-button>
+            <% if @form_configs[:with_partial_download] %>
+              <download-button data-src="<%= submit_form_download_index_path(@submitter.slug) %>" class="btn btn-neutral text-white btn-sm !px-4">
+                <span class="flex items-center justify-center" data-target="download-button.defaultButton">
+                  <%= svg_icon('download', class: 'w-6 h-6 inline md:hidden') %>
+                  <span class="hidden md:inline"><%= t('download') %></span>
+                </span>
+                <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
+                  <%= svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
+                  <span class="hidden md:inline"><%= t('downloading') %></span>
+                </span>
+              </download-button>
+            <% end %>
           </div>
         </div>
         <scroll-buttons class="fixed right-5 top-2 hidden md:flex gap-1 z-50 ease-in-out opacity-0 -translate-y-10">
@@ -58,11 +60,11 @@
         </scroll-buttons>
       <% end %>
       <% schema.each do |item| %>
-        <% document = @submitter.submission.template_schema_documents.find { |a| a.uuid == item['attachment_uuid'] } %>
+        <% document = @submitter.submission.schema_documents.find { |a| a.uuid == item['attachment_uuid'] } %>
         <div id="document-<%= document.uuid %>">
           <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
           <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
-          <% lazyload_metadata = document.preview_images.last.metadata %>
+          <% lazyload_metadata = document.preview_images.last&.metadata || {} %>
           <% (document.metadata.dig('pdf', 'number_of_pages') || (document.preview_images.loaded? ? preview_images_index.size : document.preview_images.size)).times do |index| %>
             <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_uuid, "#{index}.jpg")) %>
             <div class="relative my-4 shadow-md">

app/views/submitter_mailer/completed_email.html.erb

@@ -2,6 +2,6 @@
   <%= render 'custom_content', content: @body, submitter: @submitter %>
 <% else %>
   <p><%= t('hi_there') %>,</p>
-  <p><%= I18n.t(:name_has_been_completed_by_submitters, name: @submitter.submission.template.name, submitters: @submitter.submission.submitters.order(:completed_at).map { |e| e.name || e.email || e.phone }.uniq.join(', ')) %></p>
+  <p><%= I18n.t(:name_has_been_completed_by_submitters, name: @submitter.submission.name || @submitter.submission.template.name, submitters: @submitter.submission.submitters.order(:completed_at).map { |e| e.name || e.email || e.phone }.uniq.join(', ')) %></p>
   <p><%= link_to submission_url(@submitter.submission), submission_url(@submitter.submission) %></p>
 <% end %>

app/views/submitter_mailer/declined_email.html.erb

@@ -1,4 +1,4 @@
 <p><%= t('hi_there') %>,</p>
-<p><%= t('name_declined_by_submitter_with_the_following_reason', name: @submitter.submission.template.name, submitter: @submitter.name || @submitter.email || @submitter.phone) %></p>
+<p><%= t('name_declined_by_submitter_with_the_following_reason', name: @submitter.submission.name || @submitter.submission.template.name, submitter: @submitter.name || @submitter.email || @submitter.phone) %></p>
 <%= simple_format(h(@submitter.submission_events.find_by(event_type: :decline_form).data['reason'])) %>
 <p><%= link_to submission_url(@submitter.submission), submission_url(@submitter.submission) %></p>

app/views/submitter_mailer/documents_copy_email.html.erb

@@ -2,10 +2,10 @@
   <%= render 'custom_content', content: @body, submitter: @submitter, sig: @sig %>
 <% else %>
   <p><%= t('hi_there') %>,</p>
-  <p><%= t('please_check_the_copy_of_your_name_in_the_email_attachments', name: @submitter.submission.template.name) %>
+  <p><%= t('please_check_the_copy_of_your_name_in_the_email_attachments', name: @submitter.submission.name || @submitter.submission.template.name) %>
   <p><%= t('alternatively_you_can_review_and_download_your_copy_using_the_link_below') %></p>
   <p>
-    <%= link_to @submitter.template.name, submissions_preview_url(@submitter.submission.slug, { sig: @sig }.compact) %>
+    <%= link_to @submitter.submission.name || @submitter.submission.template.name, submissions_preview_url(@submitter.submission.slug, { sig: @sig }.compact) %>
   </p>
   <p>
   <%= t('thanks') %>,<br><%= @current_account.name %>

app/views/submitter_mailer/invitation_email.html.erb

@@ -6,7 +6,7 @@
   <% end %>
 <% else %>
   <p><%= t('hi_there') %>,</p>
-  <p><%= I18n.t(@submitter.with_signature_fields? ? :you_have_been_invited_to_sign_the_name : :you_have_been_invited_to_submit_the_name_form, name: @submitter.submission.template.name) %></p>
+  <p><%= I18n.t(@submitter.with_signature_fields? ? :you_have_been_invited_to_sign_the_name : :you_have_been_invited_to_submit_the_name_form, name: @submitter.submission.name || @submitter.submission.template.name) %></p>
   <p><%= link_to I18n.t(@submitter.with_signature_fields? ? :review_and_sign : :review_and_submit), submit_form_url(slug: @submitter.slug, t: SubmissionEvents.build_tracking_param(@submitter, 'click_email'), host: ENV.fetch('EMAIL_HOST', Docuseal.default_url_options[:host])) %></p>
   <p><%= t('please_contact_us_by_replying_to_this_email_if_you_didn_t_request_this') %></p>
   <p>

app/views/templates/_submission.html.erb

@@ -2,12 +2,12 @@
 <div class="bg-base-200 rounded-2xl flex flex-col sm:flex-row items-strech">
   <% if local_assigns[:with_template] %>
     <% template = submission.template %>
-    <a href="<%= template_path(template) %>" class="px-5 sm:pr-3 py-3 group sm:rounded-l-2xl sm:rounded-tr-none rounded-t-2xl flex sm:flex-col justify-between sm:w-52 w-full flex-shrink-0 bg-base-300/60 space-x-2 sm:space-x-0">
+    <a href="<%= template ? template_path(template) : submission_path(submission) %>" class="px-5 sm:pr-3 py-3 group sm:rounded-l-2xl sm:rounded-tr-none rounded-t-2xl flex sm:flex-col justify-between sm:w-52 w-full flex-shrink-0 bg-base-300/60 space-x-2 sm:space-x-0">
       <div>
         <div class="font-medium items-start w-full group-hover:link text-sm flex space-x-1">
           <%= svg_icon('file_text', class: 'w-4 h-4 mt-0.5 flex-shrink-0') %>
           <span style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
-            <% template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %>
+            <% (submission.name || template.name).split(/(_)/).each do |item| %><%= item %><wbr><% end %>
             <%= svg_icon('arrow_right', class: 'w-4 h-4 sm:inline group-hover:visible invisible hidden') %>
           </span>
         </div>
@@ -78,7 +78,7 @@
               </download-button>
             </div>
           </div>
-        <% elsif !submission.archived_at? && !template.archived_at? && !submission.expired? && !submitter.declined_at? %>
+        <% elsif !submission.archived_at? && !template&.archived_at? && !submission.expired? && !submitter.declined_at? %>
           <% if current_user.email == submitter.email %>
             <div class="flex-1 md:flex-none md:w-36 flex">
               <a href="<%= submit_form_url(slug: submitter.slug) %>" data-turbo="false" target="_blank" id="sign_yourself_button" class="btn btn-sm btn-neutral btn-outline bg-white w-full md:w-36 flex z-[1]">
@@ -101,7 +101,7 @@
             <%= t('view') %>
           </a>
         </div>
-        <% if !submission.archived_at? && !template.archived_at? && can?(:destroy, submission) %>
+        <% if !submission.archived_at? && !template&.archived_at? && can?(:destroy, submission) %>
           <span data-tip="<%= t('archive') %>" class="sm:tooltip tooltip-top">
             <%= button_to button_title(title: nil, disabled_with: t(:archive).first(4), icon: svg_icon('archive', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm w-full md:w-fit', form: { class: 'flex' }, title: t('archive'), method: :delete %>
           </span>
@@ -164,7 +164,7 @@
                       <span class="inline"><%= t('download')[..-2] %>...</span>
                     </span>
                   </download-button>
-                <% elsif !template.archived_at? && !submission.archived_at? && !is_submission_completed && !submission.expired? && !submitter.declined_at? %>
+                <% elsif !template&.archived_at? && !submission.archived_at? && !is_submission_completed && !submission.expired? && !submitter.declined_at? %>
                   <div class="relative flex items-center space-x-3">
                     <% if current_user.email == submitter.email %>
                       <a href="<%= submit_form_url(slug: submitter.slug) %>" data-turbo="false" target="_blank" id="sign_yourself_button" class="absolute md:relative top-0 right-0 btn btn-xs btn-outline btn-neutral bg-white w-28 md:w-36 z-[1]">
@@ -208,7 +208,7 @@
             <%= t('view') %>
           </a>
         </div>
-        <% if !submission.archived_at? && !template.archived_at? %>
+        <% if !submission.archived_at? && !template&.archived_at? %>
           <span data-tip="<%= t('archive') %>" class="sm:tooltip tooltip-top">
             <%= button_to button_title(title: nil, disabled_with: t(:archive).first(4), icon: svg_icon('archive', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm w-full md:w-fit', form: { class: 'flex' }, title: t('archive'), method: :delete %>
           </span>

app/views/templates/show.html.erb

@@ -113,7 +113,7 @@
   </div>
 <% end %>
 <% view_archived_html = capture do %>
-  <% if @template.submissions.where.not(archived_at: nil).exists? && !@template.archived_at? %>
+  <% if (can?(:manage, :countless) || @template.submissions.where.not(archived_at: nil).exists?) && !@template.archived_at? %>
     <div>
       <a href="<%= template_archived_index_path(@template) %>" class="link text-sm"><%= t('view_archived') %></a>
     </div>

app/views/templates_dashboard/index.html.erb

@@ -1,4 +1,4 @@
-<% has_archived = current_account.templates.where.not(archived_at: nil).exists? %>
+<% has_archived = can?(:manage, :countless) || current_account.templates.where.not(archived_at: nil).exists? %>
 <% show_dropzone = params[:q].blank? && @pagy.pages == 1 && ((@template_folders.size < 10 && @templates.size.zero?) || (@template_folders.size < 7 && @templates.size < 4) || (@template_folders.size < 4 && @templates.size < 7)) %>
 <% if Docuseal.demo? %><%= render 'shared/demo_alert' %><% end %>
 <dashboard-dropzone>

config/brakeman.ignore

@@ -3,6 +3,22 @@
     {
       "fingerprint": "25f4ce5fee1e1180fa1919dc4ee78db3ab3457a956e4679503aa745771a43836",
       "note": "Permitted parameters are necessary for creating submitters via API"
+    },
+    {
+      "fingerprint": "645f2f352a813105b8b2eeadc68101d2e7ea04b8e839aa1336616be56f1108ca",
+      "note": "Safe SQL"
+    },
+    {
+      "fingerprint": "5bcf4e6426d17b0efd98e47fde7c012f09500b9595af9cff226cf09341c023be",
+      "note": "Safe SQL"
+    },
+    {
+      "fingerprint": "8bf010d01d5cfabdc2124db1378ca14a24a675431047291488abc186d10ba314",
+      "note": "Safe SQL"
+    },
+    {
+      "fingerprint": "5f52190d03ee922bba9792012d8fcbeb7d4736006bb899b3be9cc10d679e0af1",
+      "note": "Safe Param"
     }
   ]
 }

db/migrate/20250527102542_add_name_to_submissions.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class AddNameToSubmissions < ActiveRecord::Migration[8.0]
+  def change
+    add_column :submissions, :name, :text
+  end
+end

db/migrate/20250527102550_remove_not_null_template_id.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class RemoveNotNullTemplateId < ActiveRecord::Migration[8.0]
+  def change
+    change_column_null :submissions, :template_id, true
+  end
+end

db/migrate/20250530080846_add_email_events_date_index.rb

@@ -2,7 +2,7 @@
 
 class AddEmailEventsDateIndex < ActiveRecord::Migration[8.0]
   def change
-    remove_index :email_events, :account_id
     add_index :email_events, %i[account_id event_datetime]
+    remove_index :email_events, :account_id
   end
 end

db/migrate/20250531085328_remove_completed_submitter_template_not_null.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class RemoveCompletedSubmitterTemplateNotNull < ActiveRecord::Migration[8.0]
+  def change
+    change_column_null :completed_submitters, :template_id, true
+  end
+end

db/migrate/20250603105556_create_search_enties.rb

@@ -0,0 +1,33 @@
+# frozen_string_literal: true
+
+class CreateSearchEnties < ActiveRecord::Migration[8.0]
+  def up
+    return unless adapter_name == 'PostgreSQL'
+
+    enable_extension 'btree_gin'
+
+    create_table :search_entries do |t|
+      t.references :record, null: false, polymorphic: true, index: false
+      t.bigint :account_id, null: false
+      t.tsvector :tsvector, null: false
+
+      t.timestamps
+    end
+
+    add_index :search_entries, %i[account_id tsvector], using: :gin, where: "record_type = 'Submitter'",
+                                                        name: 'index_search_entries_on_account_id_tsvector_submitter'
+    add_index :search_entries, %i[account_id tsvector], using: :gin, where: "record_type = 'Submission'",
+                                                        name: 'index_search_entries_on_account_id_tsvector_submission'
+    add_index :search_entries, %i[account_id tsvector], using: :gin, where: "record_type = 'Template'",
+                                                        name: 'index_search_entries_on_account_id_tsvector_template'
+    add_index :search_entries, %i[record_id record_type], unique: true
+  end
+
+  def down
+    return unless adapter_name == 'PostgreSQL'
+
+    drop_table :search_entries
+
+    disable_extension 'btree_gin'
+  end
+end

db/migrate/20250608163157_add_ngram_to_search_index.rb

@@ -0,0 +1,16 @@
+# frozen_string_literal: true
+
+class AddNgramToSearchIndex < ActiveRecord::Migration[8.0]
+  def change
+    return unless adapter_name == 'PostgreSQL'
+
+    add_column :search_entries, :ngram, :tsvector
+
+    add_index :search_entries, %i[account_id ngram], using: :gin, where: "record_type = 'Submitter'",
+                                                     name: 'index_search_entries_on_account_id_ngram_submitter'
+    add_index :search_entries, %i[account_id ngram], using: :gin, where: "record_type = 'Submission'",
+                                                     name: 'index_search_entries_on_account_id_ngram_submission'
+    add_index :search_entries, %i[account_id ngram], using: :gin, where: "record_type = 'Template'",
+                                                     name: 'index_search_entries_on_account_id_ngram_template'
+  end
+end

db/migrate/20250613160132_add_timezone_to_submitters.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class AddTimezoneToSubmitters < ActiveRecord::Migration[8.0]
+  def change
+    add_column :submitters, :timezone, :string
+  end
+end

db/migrate/20250615091654_add_submitters_completed_at_index.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class AddSubmittersCompletedAtIndex < ActiveRecord::Migration[8.0]
+  def change
+    add_index :submitters, %i[completed_at account_id]
+  end
+end

db/schema.rb

@@ -10,8 +10,9 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
+ActiveRecord::Schema[8.0].define(version: 2025_06_15_091654) do
   # These are extensions that must be enabled in order to support this database
+  enable_extension "btree_gin"
   enable_extension "plpgsql"
 
   create_table "access_tokens", force: :cascade do |t|
@@ -110,7 +111,7 @@ ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
     t.bigint "submitter_id", null: false
     t.bigint "submission_id", null: false
     t.bigint "account_id", null: false
-    t.bigint "template_id", null: false
+    t.bigint "template_id"
     t.string "source", null: false
     t.integer "sms_count", null: false
     t.datetime "completed_at", null: false
@@ -256,6 +257,23 @@ ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
     t.index ["uid"], name: "index_oauth_applications_on_uid", unique: true
   end
 
+  create_table "search_entries", force: :cascade do |t|
+    t.string "record_type", null: false
+    t.bigint "record_id", null: false
+    t.bigint "account_id", null: false
+    t.tsvector "tsvector", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.tsvector "ngram"
+    t.index ["account_id", "ngram"], name: "index_search_entries_on_account_id_ngram_submission", where: "((record_type)::text = 'Submission'::text)", using: :gin
+    t.index ["account_id", "ngram"], name: "index_search_entries_on_account_id_ngram_submitter", where: "((record_type)::text = 'Submitter'::text)", using: :gin
+    t.index ["account_id", "ngram"], name: "index_search_entries_on_account_id_ngram_template", where: "((record_type)::text = 'Template'::text)", using: :gin
+    t.index ["account_id", "tsvector"], name: "index_search_entries_on_account_id_tsvector_submission", where: "((record_type)::text = 'Submission'::text)", using: :gin
+    t.index ["account_id", "tsvector"], name: "index_search_entries_on_account_id_tsvector_submitter", where: "((record_type)::text = 'Submitter'::text)", using: :gin
+    t.index ["account_id", "tsvector"], name: "index_search_entries_on_account_id_tsvector_template", where: "((record_type)::text = 'Template'::text)", using: :gin
+    t.index ["record_id", "record_type"], name: "index_search_entries_on_record_id_and_record_type", unique: true
+  end
+
   create_table "submission_events", force: :cascade do |t|
     t.bigint "submission_id", null: false
     t.bigint "submitter_id"
@@ -270,7 +288,7 @@ ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
   end
 
   create_table "submissions", force: :cascade do |t|
-    t.bigint "template_id", null: false
+    t.bigint "template_id"
     t.bigint "created_by_user_id"
     t.datetime "archived_at"
     t.datetime "created_at", null: false
@@ -278,12 +296,13 @@ ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
     t.text "template_fields"
     t.text "template_schema"
     t.text "template_submitters"
-    t.text "source", null: false
+    t.string "source", null: false
     t.string "submitters_order", null: false
     t.string "slug", null: false
     t.text "preferences", null: false
     t.bigint "account_id", null: false
     t.datetime "expire_at"
+    t.text "name"
     t.index ["account_id", "id"], name: "index_submissions_on_account_id_and_id"
     t.index ["created_by_user_id"], name: "index_submissions_on_created_by_user_id"
     t.index ["slug"], name: "index_submissions_on_slug", unique: true
@@ -310,7 +329,9 @@ ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
     t.text "metadata", null: false
     t.bigint "account_id", null: false
     t.datetime "declined_at"
+    t.string "timezone"
     t.index ["account_id", "id"], name: "index_submitters_on_account_id_and_id"
+    t.index ["completed_at", "account_id"], name: "index_submitters_on_completed_at_and_account_id"
     t.index ["email"], name: "index_submitters_on_email"
     t.index ["external_id"], name: "index_submitters_on_external_id"
     t.index ["slug"], name: "index_submitters_on_slug", unique: true
@@ -400,7 +421,7 @@ ActiveRecord::Schema[8.0].define(version: 2025_05_30_080846) do
     t.datetime "archived_at"
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
-    t.text "uuid", null: false
+    t.string "uuid", null: false
     t.string "otp_secret"
     t.integer "consumed_timestep"
     t.boolean "otp_required_for_login", default: false, null: false

lib/abilities/template_conditions.rb

@@ -13,12 +13,7 @@ module Abilities
         TemplateSharing.where({ ability:, account_id: [user.account_id, TemplateSharing::ALL_ID] }.compact)
                        .select(:template_id)
 
-      join_query =
-        Template.arel_table
-                .join(Arel::Nodes::TableAlias.new(templates.select(:id).arel.union(shared_ids.arel), 'union_ids'))
-                .on(Template.arel_table[:id].eq(Arel::Table.new(:union_ids)[:id]))
-
-      Template.joins(join_query.join_sources.first)
+      Template.where(Template.arel_table[:id].in(Arel::Nodes::Union.new(templates.select(:id).arel, shared_ids.arel)))
     end
 
     def entity(template, user:, ability: nil)

lib/accounts.rb

@@ -73,6 +73,8 @@ module Accounts
 
     new_template.save!
 
+    SearchEntries.enqueue_reindex(new_template)
+
     Templates::CloneAttachments.call(template: new_template, original_template: template)
 
     new_template

lib/docuseal.rb

@@ -73,6 +73,14 @@ module Docuseal
     @default_pkcs ||= GenerateCertificate.load_pkcs(Docuseal::CERTS)
   end
 
+  def fulltext_search?(_user)
+    return false unless SearchEntry.table_exists?
+    return true if Docuseal.multitenant?
+    return true if Rails.env.local?
+
+    false
+  end
+
   def enable_pwa?
     true
   end

lib/pdf_utils.rb

@@ -36,7 +36,8 @@ module PdfUtils
     end
 
     merged_content = StringIO.new
-    merged_pdf.write(merged_content)
+    merged_pdf.validate(auto_correct: true)
+    merged_pdf.write(merged_content, validate: false)
     merged_content.rewind
 
     merged_content

lib/phone_codes.rb

@@ -0,0 +1,228 @@
+# frozen_string_literal: true
+
+module PhoneCodes
+  ALL = [
+    '+1',
+    '+93',
+    '+358',
+    '+355',
+    '+213',
+    '+1684',
+    '+376',
+    '+244',
+    '+1264',
+    '+1268',
+    '+54',
+    '+374',
+    '+297',
+    '+61',
+    '+43',
+    '+994',
+    '+1242',
+    '+973',
+    '+880',
+    '+1246',
+    '+32',
+    '+501',
+    '+229',
+    '+1441',
+    '+975',
+    '+591',
+    '+387',
+    '+267',
+    '+55',
+    '+246',
+    '+673',
+    '+359',
+    '+226',
+    '+257',
+    '+855',
+    '+237',
+    '+1',
+    '+238',
+    '+1345',
+    '+235',
+    '+56',
+    '+86',
+    '+61',
+    '+61',
+    '+57',
+    '+269',
+    '+243',
+    '+682',
+    '+506',
+    '+225',
+    '+385',
+    '+357',
+    '+420',
+    '+45',
+    '+253',
+    '+1767',
+    '+1849',
+    '+593',
+    '+20',
+    '+503',
+    '+240',
+    '+291',
+    '+372',
+    '+251',
+    '+500',
+    '+298',
+    '+679',
+    '+358',
+    '+33',
+    '+594',
+    '+689',
+    '+241',
+    '+220',
+    '+995',
+    '+49',
+    '+233',
+    '+350',
+    '+30',
+    '+299',
+    '+1473',
+    '+590',
+    '+1671',
+    '+502',
+    '+224',
+    '+245',
+    '+592',
+    '+509',
+    '+504',
+    '+852',
+    '+36',
+    '+354',
+    '+91',
+    '+62',
+    '+964',
+    '+353',
+    '+44',
+    '+972',
+    '+39',
+    '+1876',
+    '+81',
+    '+44',
+    '+962',
+    '+7',
+    '+254',
+    '+686',
+    '+82',
+    '+965',
+    '+996',
+    '+856',
+    '+371',
+    '+961',
+    '+266',
+    '+231',
+    '+423',
+    '+370',
+    '+352',
+    '+853',
+    '+389',
+    '+261',
+    '+265',
+    '+60',
+    '+960',
+    '+223',
+    '+356',
+    '+692',
+    '+596',
+    '+222',
+    '+230',
+    '+262',
+    '+52',
+    '+691',
+    '+373',
+    '+377',
+    '+976',
+    '+382',
+    '+1664',
+    '+212',
+    '+258',
+    '+264',
+    '+674',
+    '+977',
+    '+31',
+    '+687',
+    '+64',
+    '+227',
+    '+234',
+    '+683',
+    '+672',
+    '+1670',
+    '+47',
+    '+968',
+    '+92',
+    '+680',
+    '+507',
+    '+675',
+    '+595',
+    '+51',
+    '+63',
+    '+872',
+    '+48',
+    '+351',
+    '+1939',
+    '+974',
+    '+40',
+    '+250',
+    '+262',
+    '+590',
+    '+290',
+    '+1869',
+    '+1758',
+    '+590',
+    '+508',
+    '+1784',
+    '+685',
+    '+378',
+    '+239',
+    '+966',
+    '+221',
+    '+381',
+    '+248',
+    '+232',
+    '+65',
+    '+421',
+    '+386',
+    '+677',
+    '+27',
+    '+34',
+    '+94',
+    '+597',
+    '+47',
+    '+268',
+    '+46',
+    '+41',
+    '+886',
+    '+992',
+    '+255',
+    '+66',
+    '+670',
+    '+228',
+    '+690',
+    '+676',
+    '+1868',
+    '+216',
+    '+90',
+    '+993',
+    '+1649',
+    '+688',
+    '+256',
+    '+380',
+    '+971',
+    '+44',
+    '+598',
+    '+998',
+    '+678',
+    '+84',
+    '+1284',
+    '+1340',
+    '+681',
+    '+967',
+    '+260'
+  ].freeze
+
+  REGEXP = /\A#{Regexp.union(ALL).source}/i
+end

lib/replace_email_variables.rb

@@ -2,6 +2,7 @@
 
 module ReplaceEmailVariables
   TEMPLATE_NAME = /\{+template\.name\}+/i
+  SUBMISSION_NAME = /\{+submission\.name\}+/i
   TEMPLATE_ID = /\{+template\.id\}+/i
   SUBMITTER_LINK = /\{+submitter\.link\}+/i
   ACCOUNT_NAME = /\{+account\.name\}+/i
@@ -31,7 +32,10 @@ module ReplaceEmailVariables
 
   # rubocop:disable Metrics
   def call(text, submitter:, tracking_event_type: 'click_email', html_escape: false, sig: nil)
-    text = replace(text, TEMPLATE_NAME, html_escape:) { (submitter.template || submitter.submission.template).name }
+    text = replace(text, TEMPLATE_NAME, html_escape:) do
+      (submitter.template || submitter.submission.template || submitter.submission).name
+    end
+    text = replace(text, SUBMISSION_NAME, html_escape:) { submitter.submission.name }
     text = replace(text, TEMPLATE_ID, html_escape:) { submitter.template.id }
     text = replace(text, SUBMITTER_ID, html_escape:) { submitter.id }
     text = replace(text, SUBMITTER_SLUG, html_escape:) { submitter.slug }

lib/search_entries.rb

@@ -0,0 +1,239 @@
+# frozen_string_literal: true
+
+module SearchEntries
+  MAX_VALUE_LENGTH = 100
+
+  UUID_REGEXP = /\A[0-9a-f]{8}-[0-9a-f]{4}-4[0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}\z/i
+
+  module_function
+
+  def reindex_all
+    Submitter.find_each { |submitter| index_submitter(submitter) }
+    Submission.find_each { |submission| index_submission(submission) }
+    Template.find_each { |template| index_template(template) }
+  end
+
+  def enqueue_reindex(records)
+    return unless SearchEntry.table_exists?
+
+    args = Array.wrap(records).map { |e| [{ 'record_type' => e.class.name, 'record_id' => e.id }] }
+
+    ReindexSearchEntryJob.perform_bulk(args)
+  end
+
+  def reindex_record(record)
+    case record
+    when Submitter
+      index_submitter(record)
+    when Template
+      index_template(record)
+    when Submission
+      index_submission(record)
+
+      record.submitters.each do |submitter|
+        index_submitter(submitter)
+      end
+    else
+      raise ArgumentError, 'Invalid Record'
+    end
+  end
+
+  def build_tsquery(keyword, with_or_vector: false)
+    keyword = keyword.delete("\0")
+
+    if keyword.match?(/\d/) && !keyword.match?(/\p{L}/)
+      number = keyword.gsub(/\D/, '')
+
+      sql =
+        if number.length <= 2
+          <<~SQL.squish
+            ngram @@ (quote_literal(?)::tsquery || quote_literal(?)::tsquery) OR tsvector @@ plainto_tsquery(?)
+          SQL
+        else
+          <<~SQL.squish
+            tsvector @@ ((quote_literal(?) || ':*')::tsquery || (quote_literal(?) || ':*')::tsquery || plainto_tsquery(?))
+          SQL
+        end
+
+      [sql, number, number.length > 1 ? number.delete_prefix('0') : number, keyword]
+    elsif keyword.match?(/[^\p{L}\d&@._\-+]/) || keyword.match?(/\A['"].*['"]\z/)
+      ['tsvector @@ plainto_tsquery(?)', TextUtils.transliterate(keyword.downcase)]
+    else
+      keyword = TextUtils.transliterate(keyword.downcase).squish
+
+      sql =
+        if keyword.length <= 2
+          arel = Arel.sql('ngram @@ quote_literal(:keyword)::tsquery')
+
+          arel = Arel::Nodes::Or.new([arel, Arel.sql('tsvector @@ plainto_tsquery(:keyword)')]).to_sql if with_or_vector
+
+          arel
+        else
+          "tsvector @@ (quote_literal(coalesce((ts_lexize('english_stem', :keyword))[1], :keyword)) || ':*')::tsquery"
+        end
+
+      [sql, { keyword: }]
+    end
+  end
+
+  def build_weights_tsquery(terms, weight)
+    last_query =
+      if terms.last.length <= 2
+        Arel.sql("ngram @@ (quote_literal(:term#{terms.size - 1}) ||  ':' || :weight)::tsquery")
+      else
+        Arel.sql(<<~SQL.squish)
+          (quote_literal(coalesce((ts_lexize('english_stem', :term#{terms.size - 1}))[1], :term#{terms.size - 1})) ||  ':*' || :weight)::tsquery
+        SQL
+      end
+
+    query = terms[..-2].reduce(nil) do |acc, term|
+      index = terms.index(term)
+
+      arel = Arel.sql(<<~SQL.squish)
+        (quote_literal(coalesce((ts_lexize('english_stem', :term#{index}))[1], :term#{index})) ||  ':' || :weight)::tsquery
+      SQL
+
+      acc ? Arel::Nodes::InfixOperation.new('&&', arel, acc) : arel
+    end
+
+    query =
+      if terms.last.length <= 2
+        query = Arel::Nodes::InfixOperation.new('@@', Arel.sql('tsvector'), Arel::Nodes::Grouping.new(query))
+
+        Arel::Nodes::And.new([query, last_query])
+      else
+        Arel::Nodes::InfixOperation.new(
+          '@@', Arel.sql('tsvector'),
+          Arel::Nodes::Grouping.new(Arel::Nodes::InfixOperation.new('&&', query, last_query))
+        )
+      end
+
+    [query.to_sql, terms.index_by.with_index { |_, index| :"term#{index}" }.merge(weight:)]
+  end
+
+  def build_weights_wildcard_tsquery(keyword, weight)
+    keyword = TextUtils.transliterate(keyword.downcase).squish
+
+    sql =
+      if keyword.length <= 2
+        <<~SQL.squish
+          ngram @@ (quote_literal(:keyword) || ':' || :weight)::tsquery
+        SQL
+      else
+        <<~SQL.squish
+          tsvector @@ (quote_literal(coalesce((ts_lexize('english_stem', :keyword))[1], :keyword)) || ':*' || :weight)::tsquery
+        SQL
+      end
+
+    [sql, { keyword:, weight: }]
+  end
+
+  def index_submitter(submitter)
+    return if submitter.email.blank? && submitter.phone.blank? && submitter.name.blank?
+
+    email_phone_name = [
+      [submitter.email.to_s, submitter.email.to_s.split('@').last].join(' ').delete("\0"),
+      [submitter.phone.to_s.gsub(/\D/, ''),
+       submitter.phone.to_s.gsub(PhoneCodes::REGEXP, '').gsub(/\D/, '')].uniq.join(' ').delete("\0"),
+      TextUtils.transliterate(submitter.name).delete("\0")
+    ]
+
+    sql = SearchEntry.sanitize_sql_array(
+      [
+        "SELECT setweight(to_tsvector(?), 'A') || setweight(to_tsvector(?), 'B') ||
+                setweight(to_tsvector(?), 'C') || setweight(to_tsvector(?), 'D') as tsvector,
+                setweight(to_tsvector('simple', ?), 'A') ||
+                setweight(to_tsvector('simple', ?), 'B') ||
+                setweight(to_tsvector('simple', ?), 'C') as ngram".squish,
+        *email_phone_name,
+        build_submitter_values_string(submitter),
+        *email_phone_name
+      ]
+    )
+
+    entry = submitter.search_entry || submitter.build_search_entry
+
+    entry.account_id = submitter.account_id
+    entry.tsvector, ngram = SearchEntry.connection.select_rows(sql).first
+    entry.ngram = build_ngram(ngram)
+
+    return if entry.tsvector.blank?
+
+    entry.save!
+
+    entry
+  rescue ActiveRecord::RecordNotUnique
+    submitter.reload
+
+    retry
+  end
+
+  def build_submitter_values_string(submitter)
+    values =
+      submitter.values.values.flatten.filter_map do |v|
+        next if !v.is_a?(String) || v.length > MAX_VALUE_LENGTH || UUID_REGEXP.match?(v)
+
+        TextUtils.transliterate(v)
+      end
+
+    values.uniq.join(' ').downcase.delete("\0")
+  end
+
+  def index_template(template)
+    sql = SearchEntry.sanitize_sql_array(
+      ["SELECT to_tsvector(:text), to_tsvector('simple', :text)",
+       { text: TextUtils.transliterate(template.name.to_s.downcase).delete("\0") }]
+    )
+
+    entry = template.search_entry || template.build_search_entry
+
+    entry.account_id = template.account_id
+    entry.tsvector, ngram = SearchEntry.connection.select_rows(sql).first
+    entry.ngram = build_ngram(ngram)
+
+    return if entry.tsvector.blank?
+
+    entry.save!
+
+    entry
+  rescue ActiveRecord::RecordNotUnique
+    template.reload
+
+    retry
+  end
+
+  def index_submission(submission)
+    return if submission.name.blank?
+
+    sql = SearchEntry.sanitize_sql_array(
+      ["SELECT to_tsvector(:text), to_tsvector('simple', :text)",
+       { text: TextUtils.transliterate(submission.name.to_s.downcase).delete("\0") }]
+    )
+
+    entry = submission.search_entry || submission.build_search_entry
+
+    entry.account_id = submission.account_id
+    entry.tsvector, ngram = SearchEntry.connection.select_rows(sql).first
+    entry.ngram = build_ngram(ngram)
+
+    return if entry.tsvector.blank?
+
+    entry.save!
+
+    entry
+  rescue ActiveRecord::RecordNotUnique
+    submission.reload
+
+    retry
+  end
+
+  def build_ngram(ngram)
+    ngrams =
+      ngram.split(/\s(?=')/).each_with_object([]) do |item, acc|
+        acc << item.sub(/'(.*?)':/) { "'#{Regexp.last_match(1).first(2)}':" }
+        acc << item.sub(/'(.*?)':/) { "'#{Regexp.last_match(1).first(1)}':" }
+      end
+
+    ngrams.uniq { |e| e.sub(/':[\d,]/, "':1") }.join(' ')
+  end
+end

lib/submissions.rb

@@ -7,7 +7,15 @@ module Submissions
 
   module_function
 
-  def search(submissions, keyword, search_values: false, search_template: false)
+  def search(current_user, submissions, keyword, search_values: false, search_template: false)
+    if Docuseal.fulltext_search?(current_user)
+      fulltext_search(current_user, submissions, keyword, search_template:)
+    else
+      plain_search(submissions, keyword, search_values:, search_template:)
+    end
+  end
+
+  def plain_search(submissions, keyword, search_values: false, search_template: false)
     return submissions if keyword.blank?
 
     term = "%#{keyword.downcase}%"
@@ -21,7 +29,7 @@ module Submissions
     arel = arel.or(Arel::Table.new(:submitters)[:values].matches(term)) if search_values
 
     if search_template
-      submissions = submissions.joins(:template)
+      submissions = submissions.left_joins(:template)
 
       arel = arel.or(Template.arel_table[:name].lower.matches("%#{keyword.downcase}%"))
     end
@@ -29,6 +37,36 @@ module Submissions
     submissions.joins(:submitters).where(arel).group(:id)
   end
 
+  def fulltext_search(current_user, submissions, keyword, search_template: false)
+    return submissions if keyword.blank?
+
+    arel = SearchEntry.where(record_type: 'Submission')
+                      .where(account_id: current_user.account_id)
+                      .where(*SearchEntries.build_tsquery(keyword))
+                      .select(:record_id).arel
+
+    if search_template
+      arel = Arel::Nodes::Union.new(
+        arel,
+        Submission.where(
+          template_id: SearchEntry.where(record_type: 'Template')
+                                  .where(account_id: current_user.account_id)
+                                  .where(*SearchEntries.build_tsquery(keyword))
+                                  .select(:record_id)
+        ).select(:id).arel
+      )
+    end
+
+    arel = Arel::Nodes::Union.new(
+      arel, Submitter.joins(:search_entry)
+                     .where(search_entry: { account_id: current_user.account_id })
+                     .where(*SearchEntries.build_tsquery(keyword, with_or_vector: true))
+                     .select(:submission_id).arel
+    )
+
+    submissions.where(Submission.arel_table[:id].in(arel))
+  end
+
   def update_template_fields!(submission)
     submission.template_fields = submission.template.fields
     submission.template_schema = submission.template.schema
@@ -40,15 +78,17 @@ module Submissions
   def preload_with_pages(submission)
     ActiveRecord::Associations::Preloader.new(
       records: [submission],
-      associations: [:template, { template_schema_documents: :blob }]
+      associations: [
+        submission.template_id? ? { template_schema_documents: :blob } : { documents_attachments: :blob }
+      ]
     ).call
 
     total_pages =
-      submission.template_schema_documents.sum { |e| e.metadata.dig('pdf', 'number_of_pages').to_i }
+      submission.schema_documents.sum { |e| e.metadata.dig('pdf', 'number_of_pages').to_i }
 
     if total_pages < PRELOAD_ALL_PAGES_AMOUNT
       ActiveRecord::Associations::Preloader.new(
-        records: submission.template_schema_documents,
+        records: submission.schema_documents,
         associations: [:blob, { preview_images_attachments: :blob }]
       ).call
     end
@@ -90,10 +130,10 @@ module Submissions
     emails
   end
 
-  def create_from_submitters(template:, user:, submissions_attrs:, source:,
+  def create_from_submitters(template:, user:, submissions_attrs:, source:, with_template: true,
                              submitters_order: DEFAULT_SUBMITTERS_ORDER, params: {})
     Submissions::CreateFromSubmitters.call(
-      template:, user:, submissions_attrs:, source:, submitters_order:, params:
+      template:, user:, submissions_attrs:, source:, submitters_order:, params:, with_template:
     )
   end
 

lib/submissions/create_from_submitters.rb

@@ -7,7 +7,7 @@ module Submissions
     module_function
 
     # rubocop:disable Metrics
-    def call(template:, user:, submissions_attrs:, source:, submitters_order:, params: {})
+    def call(template:, user:, submissions_attrs:, source:, submitters_order:, params: {}, with_template: true)
       preferences = Submitters.normalize_preferences(user.account, user, params)
 
       submissions = Array.wrap(submissions_attrs).filter_map do |attrs|
@@ -21,6 +21,7 @@ module Submissions
         submission = template.submissions.new(created_by_user: user, source:,
                                               account_id: user.account_id,
                                               preferences: set_submission_preferences,
+                                              name: with_template ? attrs[:name] : (attrs[:name] || template.name),
                                               expire_at:,
                                               template_submitters: [], submitters_order:)
 
@@ -60,7 +61,7 @@ module Submissions
                           preferences: preferences.merge(submission_preferences))
         end
 
-        maybe_set_template_fields(submission, attrs[:submitters])
+        maybe_set_template_fields(submission, attrs[:submitters], with_template:)
 
         if submission.submitters.size > template.submitters.size
           raise BaseError, 'Defined more signing parties than in template'
@@ -76,6 +77,8 @@ module Submissions
 
         maybe_add_invite_submitters(submission, template)
 
+        submission.template = nil unless with_template
+
         submission.tap(&:save!)
       end
 
@@ -118,7 +121,7 @@ module Submissions
       }.compact_blank
     end
 
-    def maybe_set_template_fields(submission, submitters_attrs, default_submitter_uuid: nil)
+    def maybe_set_template_fields(submission, submitters_attrs, default_submitter_uuid: nil, with_template: true)
       template_fields = (submission.template_fields || submission.template.fields).deep_dup
 
       submitters = submission.template_submitters || submission.template.submitters
@@ -133,7 +136,7 @@ module Submissions
       end
 
       if template_fields != (submission.template_fields || submission.template.fields) ||
-         submitters_attrs.any? { |e| e[:completed].present? }
+         submitters_attrs.any? { |e| e[:completed].present? } || !with_template
         submission.template_fields = template_fields
         submission.template_schema = submission.template.schema if submission.template_schema.blank?
       end

lib/submissions/generate_audit_trail.rb

@@ -58,7 +58,8 @@ module Submissions
 
         ActiveStorage::Attachment.create!(
           blob: ActiveStorage::Blob.create_and_upload!(
-            io: io.tap(&:rewind), filename: "#{I18n.t('audit_log')} - #{submission.template.name}.pdf"
+            io: io.tap(&:rewind), filename: "#{I18n.t('audit_log')} - " \
+                                            "#{submission.name || submission.template.name}.pdf"
           ),
           name: 'audit_trail',
           record: submission
@@ -106,10 +107,18 @@ module Submissions
       )
 
       configs = submission.account.account_configs.where(key: [AccountConfig::WITH_AUDIT_VALUES_KEY,
-                                                               AccountConfig::WITH_SIGNATURE_ID])
+                                                               AccountConfig::WITH_SIGNATURE_ID,
+                                                               AccountConfig::WITH_AUDIT_SUBMITTER_TIMEZONE_KEY])
+
+      last_submitter = submission.submitters.select(&:completed_at).max_by(&:completed_at)
 
       with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true
       with_audit_values = configs.find { |c| c.key == AccountConfig::WITH_AUDIT_VALUES_KEY }&.value != false
+      with_audit_submitter_timezone =
+        configs.find { |c| c.key == AccountConfig::WITH_AUDIT_SUBMITTER_TIMEZONE_KEY }&.value == true
+
+      timezone = account.timezone
+      timezone = last_submitter.timezone || account.timezone if with_audit_submitter_timezone
 
       composer.page_style(:default, page_size:) do |canvas, style|
         box = canvas.context.box(:media)
@@ -183,10 +192,8 @@ module Submissions
 
       composer.draw_box(divider)
 
-      last_submitter = submission.submitters.select(&:completed_at).max_by(&:completed_at)
-
       documents_data = Submitters.select_attachments_for_download(last_submitter).map do |document|
-        original_documents = submission.template.documents.select do |e|
+        original_documents = submission.schema_documents.select do |e|
           e.uuid == (document.metadata['original_uuid'] || document.uuid)
         end.presence
 
@@ -209,8 +216,8 @@ module Submissions
               document.metadata['sha256'] || document.checksum,
               "\n",
               { text: "#{I18n.t('generated_at')}: ", font: [FONT_NAME, { variant: :bold }] },
-              "#{I18n.l(document.created_at.in_time_zone(account.timezone), format: :long, locale: account.locale)} " \
-              "#{TimeUtils.timezone_abbr(account.timezone, document.created_at)}"
+              "#{I18n.l(document.created_at.in_time_zone(timezone), format: :long, locale: account.locale)} " \
+              "#{TimeUtils.timezone_abbr(timezone, document.created_at)}"
             ], line_spacing: 1.3
           )
         ]
@@ -271,6 +278,7 @@ module Submissions
                 completed_event.data['ip'] && { text: "IP: #{completed_event.data['ip']}\n" },
                 completed_event.data['sid'] && { text: "#{I18n.t('session_id')}: #{completed_event.data['sid']}\n" },
                 completed_event.data['ua'] && { text: "User agent: #{completed_event.data['ua']}\n" },
+                submitter.timezone && { text: "Time zone: #{submitter.timezone.to_s.sub('Kiev', 'Kyiv')}\n" },
                 "\n"
               ].compact_blank, line_spacing: 1.3, padding: [10, 20, 20, 0]
             )
@@ -410,8 +418,8 @@ module Submissions
         bold_text, normal_text = text.match(%r{<b>(.*?)</b>(.*)}).captures
 
         [
-          "#{I18n.l(event.event_timestamp.in_time_zone(account.timezone), format: :long, locale: account.locale)} " \
-          "#{TimeUtils.timezone_abbr(account.timezone, event.event_timestamp)}",
+          "#{I18n.l(event.event_timestamp.in_time_zone(timezone), format: :long, locale: account.locale)} " \
+          "#{TimeUtils.timezone_abbr(timezone, event.event_timestamp)}",
           composer.document.layout.formatted_text_box([{ text: bold_text, font: [FONT_NAME, { variant: :bold }] },
                                                        normal_text])
         ]

lib/submissions/generate_combined_attachment.rb

@@ -32,7 +32,7 @@ module Submissions
 
       ActiveStorage::Attachment.create!(
         blob: ActiveStorage::Blob.create_and_upload!(
-          io: io.tap(&:rewind), filename: "#{submission.template.name}.pdf"
+          io: io.tap(&:rewind), filename: "#{submission.name || submission.template.name}.pdf"
         ),
         name: 'combined_document',
         record: submission

lib/submissions/generate_preview_attachments.rb

@@ -34,7 +34,7 @@ module Submissions
       template = submission.template
 
       image_pdfs = []
-      original_documents = template.documents.preload(:blob)
+      original_documents = submission.schema_documents.preload(:blob)
 
       result_attachments =
         (submission.template_schema || template.schema).filter_map do |item|
@@ -70,7 +70,7 @@ module Submissions
           submitter:,
           uuid: GenerateResultAttachments.images_pdf_uuid(original_documents.select(&:image?)),
           values_hash:,
-          name: template.name
+          name: submission.name || template.name
         )
 
       ApplicationRecord.no_touching do

lib/submissions/generate_result_attachments.rb

@@ -72,17 +72,17 @@ module Submissions
 
       pdfs_index = generate_pdfs(submitter)
 
-      template = submitter.submission.template
       account = submitter.account
+      submission = submitter.submission
 
       pkcs = Accounts.load_signing_pkcs(account)
       tsa_url = Accounts.load_timeserver_url(account)
 
       image_pdfs = []
-      original_documents = template.documents.preload(:blob)
+      original_documents = submission.schema_documents.preload(:blob)
 
       result_attachments =
-        submitter.submission.template_schema.filter_map do |item|
+        submission.template_schema.filter_map do |item|
           pdf = pdfs_index[item['attachment_uuid']]
 
           next if pdf.nil?
@@ -114,7 +114,7 @@ module Submissions
           tsa_url:,
           pkcs:,
           uuid: images_pdf_uuid(original_documents.select(&:image?)),
-          name: template.name
+          name: submission.name || submission.template.name
         )
 
       ApplicationRecord.no_touching do
@@ -656,14 +656,14 @@ module Submissions
       Submissions::EnsureResultGenerated.call(latest_submitter) if latest_submitter
 
       documents   = latest_submitter&.documents&.preload(:blob).to_a.presence
-      documents ||= submission.template_schema_documents.preload(:blob)
+      documents ||= submission.schema_documents.preload(:blob)
 
       attachment_uuids = Submissions.filtered_conditions_schema(submission).pluck('attachment_uuid')
       attachments_index = documents.index_by { |a| a.metadata['original_uuid'] || a.uuid }
 
       attachment_uuids.each_with_object({}) do |uuid, acc|
         attachment = attachments_index[uuid]
-        attachment ||= submission.template_schema_documents.preload(:blob).find { |a| a.uuid == uuid }
+        attachment ||= submission.schema_documents.preload(:blob).find { |a| a.uuid == uuid }
 
         next unless attachment
 

lib/submissions/serialize_for_api.rb

@@ -3,7 +3,7 @@
 module Submissions
   module SerializeForApi
     SERIALIZE_PARAMS = {
-      only: %i[id slug source submitters_order expire_at created_at updated_at archived_at],
+      only: %i[id name slug source submitters_order expire_at created_at updated_at archived_at],
       methods: %i[audit_log_url combined_document_url],
       include: {
         submitters: { only: %i[id] },

lib/submitters.rb

@@ -4,9 +4,76 @@ module Submitters
   TRUE_VALUES = ['1', 'true', true].freeze
   PRELOAD_ALL_PAGES_AMOUNT = 200
 
+  FIELD_NAME_WEIGHTS = {
+    'email' => 'A',
+    'phone' => 'B',
+    'name' => 'C',
+    'values' => 'D'
+  }.freeze
+
   module_function
 
-  def search(submitters, keyword)
+  def search(current_user, submitters, keyword)
+    if Docuseal.fulltext_search?(current_user)
+      fulltext_search(current_user, submitters, keyword)
+    else
+      plain_search(submitters, keyword)
+    end
+  end
+
+  def fulltext_search(current_user, submitters, keyword)
+    return submitters if keyword.blank?
+
+    submitters.where(
+      id: SearchEntry.where(record_type: 'Submitter')
+                     .where(account_id: current_user.account_id)
+                     .where(*SearchEntries.build_tsquery(keyword))
+                     .select(:record_id)
+    )
+  end
+
+  def fulltext_search_field(current_user, submitters, keyword, field_name)
+    keyword = keyword.delete("\0")
+
+    return submitters if keyword.blank?
+
+    weight = FIELD_NAME_WEIGHTS[field_name]
+
+    return submitters if weight.blank?
+
+    query =
+      if keyword.match?(/\d/) && !keyword.match?(/\p{L}/)
+        number = keyword.gsub(/\D/, '')
+
+        sql =
+          if number.length <= 2
+            "ngram @@ ((quote_literal(?) || ':' || ?)::tsquery || (quote_literal(?) || ':' || ?)::tsquery)"
+          else
+            "tsvector @@ ((quote_literal(?) || ':*' || ?)::tsquery || (quote_literal(?) || ':*' || ?)::tsquery)"
+          end
+
+        [sql, number, weight, number.length > 1 ? number.delete_prefix('0') : number, weight]
+      elsif keyword.match?(/[^\p{L}\d&@._\-+]/)
+        terms = TextUtils.transliterate(keyword.downcase).split(/\b/).map(&:squish).compact_blank.uniq
+
+        if terms.size > 1
+          SearchEntries.build_weights_tsquery(terms, weight)
+        else
+          SearchEntries.build_weights_wildcard_tsquery(keyword, weight)
+        end
+      else
+        SearchEntries.build_weights_wildcard_tsquery(keyword, weight)
+      end
+
+    submitters.where(
+      id: SearchEntry.where(record_type: 'Submitter')
+                     .where(account_id: current_user.account_id)
+                     .where(*query)
+                     .select(:record_id)
+    )
+  end
+
+  def plain_search(submitters, keyword)
     return submitters if keyword.blank?
 
     term = "%#{keyword.downcase}%"
@@ -27,7 +94,7 @@ module Submitters
       return [submitter.submission.combined_document_attachment]
     end
 
-    original_documents = submitter.submission.template_schema_documents.preload(:blob)
+    original_documents = submitter.submission.schema_documents.preload(:blob)
     is_more_than_two_images = original_documents.count(&:image?) > 1
 
     submitter.documents.preload(:blob).reject do |attachment|
@@ -36,25 +103,6 @@ module Submitters
     end
   end
 
-  def preload_with_pages(submitter)
-    ActiveRecord::Associations::Preloader.new(
-      records: [submitter],
-      associations: [submission: [:template, { template_schema_documents: :blob }]]
-    ).call
-
-    total_pages =
-      submitter.submission.template_schema_documents.sum { |e| e.metadata.dig('pdf', 'number_of_pages').to_i }
-
-    if total_pages < PRELOAD_ALL_PAGES_AMOUNT
-      ActiveRecord::Associations::Preloader.new(
-        records: submitter.submission.template_schema_documents,
-        associations: [:blob, { preview_images_attachments: :blob }]
-      ).call
-    end
-
-    submitter
-  end
-
   def create_attachment!(submitter, params)
     blob =
       if (file = params[:file])

lib/submitters/form_configs.rb

@@ -11,6 +11,7 @@ module Submitters
                     AccountConfig::ENFORCE_SIGNING_ORDER_KEY,
                     AccountConfig::REQUIRE_SIGNING_REASON_KEY,
                     AccountConfig::REUSE_SIGNATURE_KEY,
+                    AccountConfig::ALLOW_TO_PARTIAL_DOWNLOAD_KEY,
                     AccountConfig::ALLOW_TYPED_SIGNATURE,
                     *(Docuseal.multitenant? ? [] : [AccountConfig::POLICY_LINKS_KEY])].freeze
 
@@ -26,24 +27,24 @@ module Submitters
       prefill_signature = find_safe_value(configs, AccountConfig::FORM_PREFILL_SIGNATURE_KEY) != false
       reuse_signature = find_safe_value(configs, AccountConfig::REUSE_SIGNATURE_KEY) != false
       with_decline = find_safe_value(configs, AccountConfig::ALLOW_TO_DECLINE_KEY) != false
+      with_partial_download = find_safe_value(configs, AccountConfig::ALLOW_TO_PARTIAL_DOWNLOAD_KEY) != false
       with_signature_id = find_safe_value(configs, AccountConfig::WITH_SIGNATURE_ID) == true
       require_signing_reason = find_safe_value(configs, AccountConfig::REQUIRE_SIGNING_REASON_KEY) == true
       enforce_signing_order = find_safe_value(configs, AccountConfig::ENFORCE_SIGNING_ORDER_KEY) == true
       policy_links = find_safe_value(configs, AccountConfig::POLICY_LINKS_KEY)
 
-      attrs = {
-        completed_button:,
-        with_typed_signature:,
-        with_confetti:,
-        reuse_signature:,
-        with_decline:,
-        policy_links:,
-        enforce_signing_order:,
-        completed_message:,
-        require_signing_reason:,
-        prefill_signature:,
-        with_signature_id:
-      }
+      attrs = { completed_button:,
+                with_typed_signature:,
+                with_confetti:,
+                reuse_signature:,
+                with_decline:,
+                with_partial_download:,
+                policy_links:,
+                enforce_signing_order:,
+                completed_message:,
+                require_signing_reason:,
+                prefill_signature:,
+                with_signature_id: }
 
       keys.each do |key|
         attrs[key.to_sym] = configs.find { |e| e.key == key.to_s }&.value

lib/submitters/serialize_for_webhook.rb

@@ -46,7 +46,7 @@ module Submitters
     end
 
     def build_values_array(submitter)
-      fields = submitter.submission.template_fields.presence || submitter.submission.template.fields
+      fields = submitter.submission.template_fields.presence || submitter.submission&.template&.fields || []
       attachments_index = submitter.attachments.index_by(&:uuid)
       submitter_field_counters = Hash.new { 0 }
 
@@ -68,7 +68,7 @@ module Submitters
     end
 
     def build_fields_array(submitter)
-      fields = submitter.submission.template_fields.presence || submitter.submission.template.fields
+      fields = submitter.submission.template_fields.presence || submitter.submission&.template&.fields || []
       attachments_index = submitter.attachments.index_by(&:uuid)
       submitter_field_counters = Hash.new { 0 }
 

lib/submitters/submit_values.rb

@@ -48,6 +48,8 @@ module Submitters
         submitter.save!
       end
 
+      SearchEntries.enqueue_reindex(submitter) if submitter.completed_at?
+
       submitter
     end
 
@@ -55,6 +57,7 @@ module Submitters
       submitter.completed_at = Time.current
       submitter.ip = request.remote_ip
       submitter.ua = request.user_agent
+      submitter.timezone = request.params[:timezone]
 
       submitter.values = merge_default_values(submitter)
 
@@ -297,13 +300,13 @@ module Submitters
         option = field['options'].find { |o| o['uuid'] == condition['value'] }
         values = Array.wrap(submitter_values[condition['field_uuid']])
 
-        values.include?(option['value'].presence || "#{I18n.t('option')} #{field['options'].index(option)}")
+        values.include?(option['value'].presence || "#{I18n.t('option')} #{field['options'].index(option) + 1}")
       when 'not_equal', 'does_not_contain'
         field = fields_uuid_index[condition['field_uuid']]
         option = field['options'].find { |o| o['uuid'] == condition['value'] }
         values = Array.wrap(submitter_values[condition['field_uuid']])
 
-        values.exclude?(option['value'].presence || "#{I18n.t('option')} #{field['options'].index(option)}")
+        values.exclude?(option['value'].presence || "#{I18n.t('option')} #{field['options'].index(option) + 1}")
       else
         true
       end

lib/templates.rb

@@ -37,14 +37,33 @@ module Templates
     hash
   end
 
-  def search(templates, keyword)
+  def search(current_user, templates, keyword)
+    if Docuseal.fulltext_search?(current_user)
+      fulltext_search(current_user, templates, keyword)
+    else
+      plain_search(templates, keyword)
+    end
+  end
+
+  def plain_search(templates, keyword)
     return templates if keyword.blank?
 
     templates.where(Template.arel_table[:name].lower.matches("%#{keyword.downcase}%"))
   end
 
-  def filter_undefined_submitters(template)
-    template.submitters.to_a.select do |item|
+  def fulltext_search(current_user, templates, keyword)
+    return templates if keyword.blank?
+
+    templates.where(
+      id: SearchEntry.where(record_type: 'Template')
+                     .where(account_id: current_user.account_id)
+                     .where(*SearchEntries.build_tsquery(keyword))
+                     .select(:record_id)
+    )
+  end
+
+  def filter_undefined_submitters(template_submitters)
+    template_submitters.to_a.select do |item|
       item['invite_by_uuid'].blank? && item['optional_invite_by_uuid'].blank? &&
         item['linked_to_uuid'].blank? && item['is_requester'].blank? && item['email'].blank?
     end

lib/templates/clone_attachments.rb

@@ -4,7 +4,7 @@ module Templates
   module CloneAttachments
     module_function
 
-    def call(template:, original_template:, documents: [], excluded_attachment_uuids: [])
+    def call(template:, original_template:, documents: [], excluded_attachment_uuids: [], save: true)
       schema_uuids_replacements = {}
 
       template.schema.each_with_index do |schema_item, index|
@@ -29,32 +29,31 @@ module Templates
         end
       end
 
-      template.save!
+      attachments =
+        original_template.schema_documents.filter_map do |document|
+          new_attachment_uuid = schema_uuids_replacements[document.uuid]
 
-      original_template.schema_documents.filter_map do |document|
-        new_attachment_uuid = schema_uuids_replacements[document.uuid]
+          next unless new_attachment_uuid
 
-        next unless new_attachment_uuid
-
-        new_document =
-          ApplicationRecord.no_touching do
-            template.documents_attachments.create!(
+          new_document =
+            template.documents_attachments.new(
               uuid: new_attachment_uuid,
               blob_id: document.blob_id
             )
-          end
 
-        clone_document_preview_images_attachments(document:, new_document:)
+          clone_document_preview_images_attachments(document:, new_document:)
 
-        new_document
-      end
+          new_document
+        end
+
+      template.save! if save
+
+      attachments
     end
 
     def clone_document_preview_images_attachments(document:, new_document:)
-      ApplicationRecord.no_touching do
-        document.preview_images_attachments.each do |preview_image|
-          new_document.preview_images_attachments.create!(blob_id: preview_image.blob_id)
-        end
+      document.preview_images_attachments.each do |preview_image|
+        new_document.preview_images_attachments.new(blob_id: preview_image.blob_id)
       end
     end
   end

lib/templates/find_acro_fields.rb

@@ -78,7 +78,7 @@ module Templates
           next if attrs[:w].zero? || attrs[:h].zero?
 
           if child_field[:MaxLen] && child_field.try(:concrete_field_type) == :comb_text_field
-            attrs[:cell_w] = w / page_width / child_field[:MaxLen].to_f
+            attrs[:cell_w] = w / page_width.to_f / child_field[:MaxLen].to_f
           end
 
           attrs

lib/templates/process_document.rb

@@ -36,6 +36,24 @@ module Templates
       attachment
     end
 
+    def process(attachment, data, extract_fields: false)
+      if attachment.content_type == PDF_CONTENT_TYPE && extract_fields && data.size < MAX_FLATTEN_FILE_SIZE
+        pdf = HexaPDF::Document.new(io: StringIO.new(data))
+
+        fields = Templates::FindAcroFields.call(pdf, attachment, data)
+      end
+
+      pdf ||= HexaPDF::Document.new(io: StringIO.new(data))
+
+      number_of_pages = pdf.pages.size
+
+      attachment.metadata['pdf'] ||= {}
+      attachment.metadata['pdf']['number_of_pages'] = number_of_pages
+      attachment.metadata['pdf']['fields'] = fields if fields
+
+      attachment
+    end
+
     def generate_preview_image(attachment, data)
       ActiveStorage::Attachment.where(name: ATTACHMENT_NAME, record: attachment).destroy_all
 

lib/text_utils.rb

@@ -5,6 +5,11 @@ module TextUtils
   MASK_REGEXP = /[^\s\-_\[\]\(\)\+\?\.\,]/
   MASK_SYMBOL = 'X'
 
+  TRANSLITERATIONS =
+    I18n::Backend::Transliterator::HashTransliterator::DEFAULT_APPROXIMATIONS.reject { |_, v| v.length > 1 }
+
+  TRANSLITERATION_REGEXP = Regexp.union(TRANSLITERATIONS.keys)
+
   module_function
 
   def rtl?(text)
@@ -15,6 +20,10 @@ module TextUtils
     false
   end
 
+  def transliterate(text)
+    text.to_s.gsub(TRANSLITERATION_REGEXP) { |e| TRANSLITERATIONS[e] }
+  end
+
   def mask_value(text, unmask_size = 0)
     if unmask_size.is_a?(Numeric) && !unmask_size.zero? && unmask_size.abs < text.length
       if unmask_size.negative?

spec/requests/submissions_spec.rb

@@ -288,6 +288,7 @@ describe 'Submission API' do
 
     {
       id: submission.id,
+      name: submission.name,
       source: 'link',
       submitters_order: 'random',
       slug: submission.slug,
@@ -346,6 +347,7 @@ describe 'Submission API' do
 
     {
       id: submission.id,
+      name: submission.name,
       source: 'link',
       status: 'pending',
       submitters_order: 'random',