add submitter update endpoint

app/controllers/api/submissions_controller.rb

@@ -85,7 +85,8 @@ def create_submissions(template, params)
                                        emails:,
                                        params:)
       else
-        submissions_attrs, attachments = normalize_submissions_params!(submissions_params, template)
+        submissions_attrs, attachments =
+          Submissions::NormalizeParamUtils.normalize_submissions_params!(submissions_params, template)
 
         submissions = Submissions.create_from_submitters(
           template:,
@@ -97,7 +98,8 @@ def create_submissions(template, params)
           params:
         )
 
-        save_default_value_attachments!(attachments, submissions.flat_map(&:submitters))
+        Submissions::NormalizeParamUtils.save_default_value_attachments!(attachments,
+                                                                         submissions.flat_map(&:submitters))
 
         submissions
       end
@@ -133,49 +135,5 @@ def submissions_params
         ]
       ).fetch(key, [])
     end
-
-    def normalize_submissions_params!(submissions_params, template)
-      attachments = []
-
-      Array.wrap(submissions_params).each do |submission|
-        submission[:submitters].each_with_index do |submitter, index|
-          default_values = submitter[:values] || {}
-
-          submitter[:fields]&.each { |f| default_values[f[:name]] = f[:default_value] if f[:default_value].present? }
-
-          next if default_values.blank?
-
-          values, new_attachments =
-            Submitters::NormalizeValues.call(template,
-                                             default_values,
-                                             submitter[:role] || template.submitters[index]['name'],
-                                             throw_errors: true)
-
-          attachments.push(*new_attachments)
-
-          submitter[:values] = values
-        end
-      end
-
-      [submissions_params, attachments]
-    end
-
-    def save_default_value_attachments!(attachments, submitters)
-      return if attachments.blank?
-
-      attachments_index = attachments.index_by(&:uuid)
-
-      submitters.each do |submitter|
-        submitter.values.to_a.each do |_, value|
-          attachment = attachments_index[value]
-
-          next unless attachment
-
-          attachment.record = submitter
-
-          attachment.save!
-        end
-      end
-    end
   end
 end

app/controllers/api/submitters_controller.rb

@@ -30,5 +30,79 @@ def show
 
       render json: Submitters::SerializeForApi.call(@submitter, with_template: true, with_events: true)
     end
+
+    def update
+      if @submitter.completed_at?
+        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']
+
+      normalized_params, new_attachments =
+        Submissions::NormalizeParamUtils.normalize_submitter_params!(submitter_params.merge(role:), @submitter.template,
+                                                                     for_submitter: @submitter)
+
+      Submissions::CreateFromSubmitters.maybe_set_template_fields(@submitter.submission,
+                                                                  [normalized_params],
+                                                                  submitter_uuid: @submitter.uuid)
+
+      assign_submitter_attrs(@submitter, normalized_params)
+
+      ApplicationRecord.transaction do
+        Submissions::NormalizeParamUtils.save_default_value_attachments!(new_attachments, [@submitter])
+
+        @submitter.save!
+
+        @submitter.submission.save!
+      end
+
+      if @submitter.completed_at?
+        ProcessSubmitterCompletionJob.perform_later(@submitter)
+      elsif normalized_params[:send_email] || normalized_params[:send_sms]
+        Submitters.send_signature_requests([@submitter])
+      end
+
+      render json: Submitters::SerializeForApi.call(@submitter, with_template: false, with_events: false)
+    end
+
+    def submitter_params
+      submitter_params = params.key?(:submitter) ? params.require(:submitter) : params
+
+      submitter_params.permit(
+        :send_email, :send_sms, :uuid, :name, :email, :role, :completed, :phone, :application_key,
+        { values: {}, readonly_fields: [], message: %i[subject body],
+          fields: [%i[name default_value readonly validation_pattern invalid_message]] }
+      )
+    end
+
+    private
+
+    def assign_submitter_attrs(submitter, attrs)
+      submitter.email = Submissions.normalize_email(attrs[:email]) if attrs.key?(:email)
+      submitter.phone = attrs[:phone].to_s.gsub(/[^0-9+]/, '') if attrs.key?(:phone)
+      submitter.values = submitter.values.merge(attrs[:values].to_unsafe_h) if attrs[:values]
+      submitter.completed_at = attrs[:completed] ? Time.current : submitter.completed_at
+      submitter.application_key = attrs[:application_key] if attrs.key?(:application_key)
+
+      assign_preferences(submitter, attrs)
+
+      submitter
+    end
+
+    def assign_preferences(submitter, attrs)
+      submitter_preferences = Submitters.normalize_preferences(submitter.account, current_user, attrs)
+
+      if submitter_preferences.key?('send_email')
+        submitter.preferences['send_email'] = submitter_preferences['send_email']
+      end
+
+      submitter.preferences['send_sms'] = submitter_preferences['send_sms'] if submitter_preferences.key?('send_sms')
+
+      return unless submitter_preferences.key?('email_message_uuid')
+
+      submitter.preferences['email_message_uuid'] = submitter_preferences['email_message_uuid']
+
+      submitter
+    end
   end
 end

config/routes.rb

@@ -35,7 +35,7 @@
     resources :template_folders_autocomplete, only: %i[index]
     resources :submitter_email_clicks, only: %i[create]
     resources :submitter_form_views, only: %i[create]
-    resources :submitters, only: %i[index show]
+    resources :submitters, only: %i[index show update]
     resources :submissions, only: %i[index show create destroy] do
       collection do
         resources :emails, only: %i[create], controller: 'submissions', as: :submissions_emails

lib/submissions/create_from_submitters.rb

@@ -39,11 +39,11 @@ def call(template:, user:, submissions_attrs:, source:, submitters_order:, mark_
       end
     end
 
-    def maybe_set_template_fields(submission, submitters_attrs)
-      template_fields = submission.template.fields.deep_dup
+    def maybe_set_template_fields(submission, submitters_attrs, submitter_uuid: nil)
+      template_fields = (submission.template_fields || submission.template.fields).deep_dup
 
       submitters_attrs.each_with_index do |submitter_attrs, index|
-        submitter_uuid = find_submitter_uuid(submission.template, submitter_attrs, index)
+        submitter_uuid ||= find_submitter_uuid(submission.template, submitter_attrs, index)
 
         process_readonly_fields_param(submitter_attrs[:readonly_fields], template_fields, submitter_uuid)
 

lib/submissions/generate_result_attachments.rb

@@ -268,7 +268,7 @@ def build_pdfs_index(submitter)
       Submissions::EnsureResultGenerated.call(latest_submitter) if latest_submitter
 
       documents   = latest_submitter&.documents&.preload(:blob).to_a.presence
-      documents ||= submitter.submission.template.documents.preload(:blob)
+      documents ||= submitter.submission.template.schema_documents.preload(:blob)
 
       documents.to_h do |attachment|
         pdf =

lib/submissions/normalize_param_utils.rb

@@ -0,0 +1,61 @@
+# frozen_string_literal: true
+
+module Submissions
+  module NormalizeParamUtils
+    module_function
+
+    def normalize_submissions_params!(submissions_params, template)
+      attachments = []
+
+      Array.wrap(submissions_params).each do |submission|
+        submission[:submitters].each_with_index do |submitter, index|
+          _, new_attachments = normalize_submitter_params!(submitter, template, index)
+
+          attachments.push(*new_attachments)
+        end
+      end
+
+      [submissions_params, attachments]
+    end
+
+    def normalize_submitter_params!(submitter_params, template, index = nil, for_submitter: nil)
+      default_values = submitter_params[:values] || {}
+
+      submitter_params[:fields]&.each do |f|
+        default_values[f[:name]] = f[:default_value] if f[:default_value].present?
+      end
+
+      return submitter_params if default_values.blank?
+
+      values, new_attachments =
+        Submitters::NormalizeValues.call(template,
+                                         default_values,
+                                         submitter_name: submitter_params[:role] ||
+                                                         template.submitters.dig(index, 'name'),
+                                         for_submitter:,
+                                         throw_errors: true)
+
+      submitter_params[:values] = values
+
+      [submitter_params, new_attachments]
+    end
+
+    def save_default_value_attachments!(attachments, submitters)
+      return if attachments.blank?
+
+      attachments_index = attachments.index_by(&:uuid)
+
+      submitters.each do |submitter|
+        submitter.values.to_a.each do |_, value|
+          attachment = attachments_index[value]
+
+          next unless attachment
+
+          attachment.record = submitter
+
+          attachment.save!
+        end
+      end
+    end
+  end
+end

lib/submitters/normalize_values.rb

@@ -9,12 +9,8 @@ module NormalizeValues
 
     module_function
 
-    def call(template, values, submitter_name, throw_errors: false)
-      submitter =
-        template.submitters.find { |e| e['name'] == submitter_name } ||
-        raise(UnknownSubmitterName, "Unknown submitter: #{submitter_name}")
-
-      fields = template.fields.select { |e| e['submitter_uuid'] == submitter['uuid'] }
+    def call(template, values, submitter_name: nil, for_submitter: nil, throw_errors: false)
+      fields = fetch_fields(template, submitter_name:, for_submitter:)
 
       fields_uuid_index = fields.index_by { |e| e['uuid'] }
       fields_name_index = build_fields_index(fields)
@@ -31,7 +27,7 @@ def call(template, values, submitter_name, throw_errors: false)
         next if key.blank?
 
         if fields_uuid_index[key]['type'].in?(%w[initials signature image file])
-          new_value, new_attachments = normalize_attachment_value(value, template.account)
+          new_value, new_attachments = normalize_attachment_value(value, template.account, for_submitter)
 
           attachments.push(*new_attachments)
 
@@ -44,27 +40,45 @@ def call(template, values, submitter_name, throw_errors: false)
       [normalized_values, attachments]
     end
 
+    def fetch_fields(template, submitter_name: nil, for_submitter: nil)
+      if submitter_name
+        submitter =
+          template.submitters.find { |e| e['name'] == submitter_name } ||
+          raise(UnknownSubmitterName, "Unknown submitter: #{submitter_name}")
+      end
+
+      fields = for_submitter&.submission&.template_fields || template.fields
+
+      fields.select { |e| e['submitter_uuid'] == (for_submitter&.uuid || submitter['uuid']) }
+    end
+
     def build_fields_index(fields)
       fields.index_by { |e| e['name'] }.merge(fields.index_by { |e| e['name'].to_s.parameterize.underscore })
     end
 
-    def normalize_attachment_value(value, account)
+    def normalize_attachment_value(value, account, for_submitter = nil)
       if value.is_a?(Array)
-        new_attachments = value.map { |v| build_attachment(v, account) }
+        new_attachments = value.map { |v| find_or_build_attachment(v, account, for_submitter) }
 
         [new_attachments.map(&:uuid), new_attachments]
       else
-        new_attachment = build_attachment(value, account)
+        new_attachment = find_or_build_attachment(value, account, for_submitter)
 
         [new_attachment.uuid, new_attachment]
       end
     end
 
-    def build_attachment(value, account)
-      ActiveStorage::Attachment.new(
-        blob: find_or_create_blobs(account, value),
+    def find_or_build_attachment(value, account, for_submitter = nil)
+      blob = find_or_create_blobs(account, value)
+
+      attachment = for_submitter.attachments.find_by(blob_id: blob.id) if for_submitter
+
+      attachment ||= ActiveStorage::Attachment.new(
+        blob:,
         name: 'attachments'
       )
+
+      attachment
     end
 
     def find_or_create_blobs(account, url)