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CP-12559 - Add Pendo integration partial #67

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Merged
bernardodsanderson merged 2 commits into from
Jun 2, 2026
Merged

CP-12559 - Add Pendo integration partial #67

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1367b52
CP-12559 - Add Pendo integration partial
bernardodsanderson Jun 1, 2026
ebe41c3
CP-12559 - Remove redundant parentheses from range argument
bernardodsanderson Jun 1, 2026
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1 change: 1 addition & 0 deletions app/views/layouts/application.html.erb
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Original file line number Diff line number Diff line change
Expand Up @@ -20,6 +20,7 @@
<%= stylesheet_pack_tag 'application', media: 'all' %>
<%= render 'shared/posthog' if ENV['POSTHOG_TOKEN'] %>
<%= render 'shared/plausible' if !signed_in? && ENV['PLAUSIBLE_DOMAIN'] %>
<%= render 'shared/pendo' if ENV['PENDO_API_KEY'] %>
</head>
<body>
<turbo-frame id="modal"></turbo-frame>
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17 changes: 17 additions & 0 deletions app/views/shared/_pendo.html.erb
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Original file line number Diff line number Diff line change
@@ -0,0 +1,17 @@
<script>
(function(apiKey){
(function(p,e,n,d,o){var v,w,x,y,z;o=p[d]=p[d]||{};o._q=[];
v=['initialize','identify','updateOptions','pageLoad'];for(w=0,x=v.length;w<x;++w)(function(m){
o[m]=o[m]||function(){o._q[m===v[0]?'unshift':'push']([m].concat([].slice.call(arguments,0)));};})(v[w]);
y=e.createElement(n);y.async=!0;y.src='https://cdn.pendo.io/agent/static/'+apiKey+'/pendo.js';
z=e.getElementsByTagName(n)[0];z.parentNode.insertBefore(y,z);})(window,document,'script','pendo');
<% if signed_in? %>

@spaulsandhu spaulsandhu Jun 1, 2026

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Do we actually sign_in to Docuseal? Full disclosure: I am wholly ignorant here.

But since we iframe in everything and ping the app via API calls + tokens I assumed we didn't go through the regular auth process for Docuseal.

@bernardodsanderson bernardodsanderson Jun 1, 2026

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Good question! Yeah they do, just not via the usual email/password.

When ATS iframes DocuSeal, it passes an auth_token in the URL. DocuSeal validates that token and signs the user in via Devise before any view renders, so by the time the layout loads, current_user and current_account are populated and signed_in? returns true.

The external_user_id and external_account_id fields on those records are how the ATS→DocuSeal mapping works (ATS user id and ATS account id respectively), which is what we use for the Pendo visitor/account ids so sessions stitch.

The else branch (pendo.initialize({})) is just a safety net for the edge case of someone hitting DocuSeal directly without going through the iframe. It lets Pendo still track anonymous sessions instead of erroring out when current_user is nil.

pendo.initialize({
visitor: { id: '<%= current_user.external_user_id || current_user.id %>' },
account: { id: '<%= current_account.external_account_id || current_account.id %>' }
});
<% else %>
pendo.initialize({});
<% end %>
})('<%= ENV.fetch('PENDO_API_KEY', nil) %>');
</script>
3 changes: 1 addition & 2 deletions lib/templates/process_document.rb
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Expand Up @@ -94,7 +94,7 @@ def generate_pdf_preview_images(attachment, data, pdf = nil)
attachment.save!
end

generate_document_preview_images(attachment, data, (0..number_of_pages - 1))
generate_document_preview_images(attachment, data, 0..number_of_pages - 1)

@spaulsandhu spaulsandhu Jun 1, 2026

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Was including this change intentional?

@bernardodsanderson bernardodsanderson Jun 1, 2026

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Yeah, I was fixing a rubocop that was annoying me.

end

def generate_document_preview_images(attachment, data, range, concurrency: CONCURRENCY)
Expand Down Expand Up @@ -196,6 +196,5 @@ def normalize_attachment_fields(template, attachments = template.documents)
pdf_fields
end
end

end
end
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