customize template email per party

docusealco · Feb 9, 2025 · fc4b4de · fc4b4de
1 parent 96e4733
commit fc4b4de
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Showing 8 changed files with 193 additions and 34 deletions.
diff --git a/app/controllers/templates_preferences_controller.rb b/app/controllers/templates_preferences_controller.rb
@@ -28,8 +28,10 @@ def template_params
                       submitters_order
                       completed_notification_email_subject completed_notification_email_body
                       completed_notification_email_enabled completed_notification_email_attach_audit] +
-                      [completed_message: %i[title body]]
+                      [completed_message: %i[title body],
+                       submitters: [%i[uuid request_email_subject request_email_body]]]
     ).tap do |attrs|
+      attrs[:preferences].delete(:submitters) if params[:request_email_per_submitter] != '1'
       attrs[:preferences] = attrs[:preferences].transform_values do |value|
         if %w[true false].include?(value)
           value == 'true'

diff --git a/app/javascript/elements/autoresize_textarea.js b/app/javascript/elements/autoresize_textarea.js
@@ -3,6 +3,8 @@ export default class extends HTMLElement {
     this.resize()
 
     this.textarea.addEventListener('input', () => this.resize())
+
+    this.observeVisibility()
   }
 
   resize () {
@@ -11,6 +13,28 @@ export default class extends HTMLElement {
     }
   }
 
+  observeVisibility () {
+    this.observer = new IntersectionObserver(
+      (entries) => {
+        entries.forEach((entry) => {
+          if (entry.isIntersecting) {
+            this.resize()
+            this.observer.unobserve(this.textarea)
+          }
+        })
+      },
+      {
+        threshold: 0.1
+      }
+    )
+
+    this.observer.observe(this.textarea)
+  }
+
+  disconnectedCallback () {
+    this.observer.unobserve(this.textarea)
+  }
+
   get textarea () {
     return this.querySelector('textarea')
   }

diff --git a/app/mailers/submitter_mailer.rb b/app/mailers/submitter_mailer.rb
@@ -14,8 +14,20 @@ def invitation_email(submitter)
       @email_message = submitter.account.email_messages.find_by(uuid: submitter.preferences['email_message_uuid'])
     end
 
-    @body = @email_message&.body.presence || @submitter.template.preferences['request_email_body'].presence
-    @subject = @email_message&.subject.presence || @submitter.template.preferences['request_email_subject'].presence
+    template_submitters_index =
+      if @email_message.blank?
+        build_submitter_preferences_index(@submitter)
+      else
+        {}
+      end
+
+    @body = @email_message&.body.presence ||
+            template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence ||
+            @submitter.template.preferences['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
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY)
 
@@ -24,14 +36,7 @@ def invitation_email(submitter)
     reply_to = build_submitter_reply_to(@submitter)
 
     I18n.with_locale(@current_account.locale) do
-      subject =
-        if @email_config || @subject
-          ReplaceEmailVariables.call(@subject || @email_config.value['subject'], submitter:)
-        elsif @submitter.with_signature_fields?
-          I18n.t(:you_are_invited_to_sign_a_document)
-        else
-          I18n.t(:you_are_invited_to_submit_a_form)
-        end
+      subject = build_invite_subject(@subject, @email_config, submitter)
 
       mail(
         to: @submitter.friendly_name,
@@ -196,6 +201,20 @@ def normalize_user_email(user)
     user.role == 'integration' ? user.friendly_name.sub(/\+\w+@/, '@') : user.friendly_name
   end
 
+  def build_invite_subject(subject, email_config, submitter)
+    if email_config || subject
+      ReplaceEmailVariables.call(subject || email_config.value['subject'], submitter:)
+    elsif submitter.with_signature_fields?
+      I18n.t(:you_are_invited_to_sign_a_document)
+    else
+      I18n.t(:you_are_invited_to_submit_a_form)
+    end
+  end
+
+  def build_submitter_preferences_index(submitter)
+    submitter.template.preferences['submitters'].to_a.index_by { |e| e['uuid'] }
+  end
+
   def add_attachments_with_size_limit(submitter, storage_attachments, current_size, filename_format = nil)
     total_size = current_size
 

diff --git a/app/views/submissions/_send_email.html.erb b/app/views/submissions/_send_email.html.erb
@@ -1,3 +1,4 @@
+<% submitter_preferences_index = template.preferences['submitters'].to_a.index_by { |e| e['uuid'] } %>
 <div class="form-control">
   <% can_send_emails = Accounts.can_send_emails?(current_account) %>
   <div class="flex justify-between items-center">
@@ -36,10 +37,18 @@
 <% 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">
-    <div class="form-control space-y-2">
+    <%= tag.input id: 'request_email_per_submitter', 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 %>
+    <div class="peer-checked:hidden form-control space-y-2">
       <div class="form-control">
-        <%= f.label :subject, t('subject'), class: 'label' %>
-        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || template.preferences['request_email_subject'].presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+        <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 %>
+            <label for="request_email_per_submitter" 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' %>
       </div>
       <div class="form-control">
         <div class="flex items-center">
@@ -49,7 +58,7 @@
           </span>
         </div>
         <autoresize-textarea>
-          <%= f.text_area :body, value: local_assigns[:submitter_email_message]&.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['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">
@@ -60,5 +69,43 @@
       </div>
       <%= render 'submissions/message_fields' %>
     </div>
+    <% 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">
+        <% options = template.submitters.map { |e| [e['name'], "request_email_#{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| %>
+              <div class="w-full">
+                <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
+                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent' %>
+              </div>
+            <% end %>
+          </ul>
+        </toggle-visible>
+        <% template.submitters.each_with_index do |submitter, index| %>
+          <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
+            <div id="request_email_<%= 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' %>
+              </div>
+              <div class="form-control">
+                <div class="flex items-center">
+                  <%= ff.label :message, t('body'), class: 'label' %>
+                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+                  </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' %>
+                </autoresize-textarea>
+              </div>
+            </div>
+          <% end %>
+        <% end %>
+      </div>
+    <% end %>
   </div>
 </div>
diff --git a/app/views/submitters/edit.html.erb b/app/views/submitters/edit.html.erb
@@ -17,7 +17,7 @@
         </submitter-item>
       </div>
       <div>
-        <%= render 'submissions/send_email', f:, template: @submitter.template, submitter: @submitter, resend_email: @submitter.sent_at?, submitter_email_message: @submitter_email_message, disable_save_as_default_template_option: true %>
+        <%= render 'submissions/send_email', f:, template: @submitter.template, submitter: @submitter, resend_email: @submitter.sent_at?, submitter_email_message: @submitter_email_message, disable_save_as_default_template_option: true, message_per_submitter: false %>
         <%= render 'submissions/send_sms', f:, resend_sms: @submitter.sent_at? %>
       </div>
       <div class="form-control mt-4">

diff --git a/app/views/templates_preferences/show.html.erb b/app/views/templates_preferences/show.html.erb
@@ -83,21 +83,71 @@
         <div class="collapse-content">
           <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
             <toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
-            <%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(@template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))) do |ff| %>
-              <div class="form-control">
-                <%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
-                <%= ff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
-              </div>
-              <div class="form-control">
-                <div class="flex items-center">
-                  <%= ff.label :request_email_body, t('email_body'), class: 'label' %>
-                  <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
-                    <%= svg_icon('info_circle', class: 'w-4 h-4') %>
-                  </span>
+            <%= tag.input id: 'request_email_per_submitter', value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: @template.preferences['submitters'].to_a.size > 1 %>
+            <div class="peer-checked:hidden">
+              <%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(@template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))) do |ff| %>
+                <div class="form-control">
+                  <div class="flex justify-between">
+                    <%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
+                    <% if @template.submitters.size > 1 && @template.submitters.size < 5 %>
+                      <label for="request_email_per_submitter" class="label underline">
+                        <%= t('edit_per_party') %>
+                      </label>
+                    <% end %>
+                  </div>
+                  <%= ff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
                 </div>
-                <autoresize-textarea>
-                  <%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
-                </autoresize-textarea>
+                <div class="form-control">
+                  <div class="flex items-center">
+                    <%= ff.label :request_email_body, t('email_body'), class: 'label' %>
+                    <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+                      <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+                    </span>
+                  </div>
+                  <autoresize-textarea>
+                    <%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+                  </autoresize-textarea>
+                </div>
+              <% end %>
+            </div>
+            <% if @template.submitters.size > 1 && @template.submitters.size < 5 %>
+              <div class="hidden peer-checked:block">
+                <% options = @template.submitters.map { |e| [e['name'], "request_email_#{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 mb-2">
+                    <% options.each_with_index do |(label, val), index| %>
+                      <div class="w-full">
+                        <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
+                        <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active' %>
+                      </div>
+                    <% end %>
+                  </ul>
+                </toggle-visible>
+                <%= f.fields_for :preferences do |ff| %>
+                  <% @template.submitters.each_with_index do |submitter, index| %>
+                    <div id="request_email_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
+                      <% submitter_preferences = f.object.preferences['submitters'].to_a.find { |e| e['uuid'] == submitter['uuid'] } || {} %>
+                      <%= ff.fields_for :submitters, Struct.new(:request_email_subject, :request_email_body).new(*(submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || @template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))), index: nil do |fff| %>
+                        <%= fff.hidden_field :uuid, value: submitter['uuid'] %>
+                        <div class="form-control">
+                          <%= fff.label :request_email_subject, t('email_subject'), class: 'label' %>
+                          <%= fff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
+                        </div>
+                        <div class="form-control">
+                          <div class="flex items-center">
+                            <%= fff.label :request_email_body, t('email_body'), class: 'label' %>
+                            <span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
+                              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+                            </span>
+                          </div>
+                          <autoresize-textarea>
+                            <%= fff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
+                          </autoresize-textarea>
+                        </div>
+                      <% end %>
+                    </div>
+                  <% end %>
+                <% end %>
               </div>
             <% end %>
             <div class="form-control pt-2">

diff --git a/config/locales/i18n.yml b/config/locales/i18n.yml
@@ -20,6 +20,7 @@ en: &en
   language_ko: 한국어
   hi_there: Hi there
   thanks: Thanks
+  edit_per_party: Edit per party
   reply_to: Reply to
   pending_by_me: Pending by me
   partially_completed: Partially completed
@@ -732,6 +733,7 @@ en: &en
       read: Read your data
 
 es: &es
+  edit_per_party: Editar por parte
   signed: Firmado
   reply_to: Responder a
   partially_completed: Parcialmente completado
@@ -1446,6 +1448,7 @@ es: &es
       read: Leer tus datos
 
 it: &it
+  edit_per_party: Modifica per partito
   signed: Firmato
   reply_to: Rispondi a
   pending_by_me: In sospeso da me
@@ -2159,6 +2162,7 @@ it: &it
       read: Leggi i tuoi dati
 
 fr: &fr
+  edit_per_party: Éditer par partie
   signed: Signé
   reply_to: Répondre à
   partially_completed: Partiellement complété
@@ -2874,6 +2878,7 @@ fr: &fr
       read: Lire vos données
 
 pt: &pt
+  edit_per_party: Edita por festa
   signed: Assinado
   reply_to: Responder a
   partially_completed: Parcialmente concluído
@@ -3588,6 +3593,7 @@ pt: &pt
       read: Ler seus dados
 
 de: &de
+  edit_per_party: Bearbeiten pro Partei
   signed: Unterschrieben
   reply_to: Antworten auf
   partially_completed: Teilweise abgeschlossen