public override async Task Run()
{
var userDefinedFields = Storage.FirstCrateOrDefault <KeyValueListCM>(x => x.Label == UserFieldsAndRolesCrateLabel);
if (userDefinedFields == null)
{
throw new ActivityExecutionException("Activity storage doesn't contain info about DocuSign envelope properties. This may indicate that activity was not properly configured. Try to reconfigure this activity");
}
var allFields = userDefinedFields.Content.Values;
var roleValues = ActivityUI.RolesFields.Select(x => new { x.Name, Value = x.TextValue }).ToDictionary(x => x.Name, x => x.Value);
var fieldValues = ActivityUI.CheckBoxFields.Select(x => new { x.Name, Value = x.Selected.ToString().ToLower() })
.Concat(ActivityUI.DropDownListFields.Select(x => new { x.Name, Value = x.selectedKey }))
.Concat(ActivityUI.RadioButtonGroupFields.Select(x => new { x.Name, x.Radios.FirstOrDefault(y => y.Selected)?.Value }))
.Concat(ActivityUI.TextFields.Select(x => new { x.Name, Value = x.TextValue }))
.ToDictionary(x => x.Name, x => x.Value);
var docuSignConfiguration = DocuSignManager.SetUp(AuthorizationToken);
var roleFields = allFields.Where(x => x.Tags.Contains(DocuSignConstants.DocuSignSignerTag, StringComparison.InvariantCultureIgnoreCase)).ToList();
foreach (var roleField in roleFields)
{
roleField.Value = roleValues[roleField.Key];
}
var userFields = allFields.Where(x => x.Tags.Contains(DocuSignConstants.DocuSignTabTag)).ToList();
foreach (var userField in userFields)
{
userField.Value = fieldValues[userField.Key];
}
DocuSignManager.SendAnEnvelopeFromTemplate(docuSignConfiguration, roleFields, userFields, SelectedTemplateId);
}
public ApiResponse <DocuSignResponseModel> GetDocument(int caseID, string serverPath, string host)
{
try
{
var docusignLog = repository.Query(r => r.CaseID == caseID).FirstOrDefault();
if (docusignLog != null)
{
var docusignManager = new DocuSignManager();
var authInformation = new DocuSignAuthHeader
{
Username = settings.Docusign.UserName,
Password = settings.Docusign.Password,
IntegratorKey = settings.Docusign.IntegratorKey
};
var responseModel = docusignManager.GetDocument(docusignLog, authInformation, serverPath, host);
return(new ApiResponse <DocuSignResponseModel>(responseModel));
}
throw new ArgumentException("No document found");
}
catch (Exception e)
{
return(HandleErrorAndReturnStatus <ApiResponse <DocuSignResponseModel> >(e));
}
}
private async Task FillDropdowns()
{
var docusignToken = JsonConvert.DeserializeObject <DocuSignAuthTokenDTO>(AuthorizationToken.Token);
if (this["AccountId"] != docusignToken.AccountId)
{
var configuration = DocuSignManager.SetUp(AuthorizationToken);
ActivityUI.TemplateSelector.selectedKey = null;
ActivityUI.TemplateSelector.SelectedItem = null;
ActivityUI.TemplateSelector.ListItems.Clear();
ActivityUI.TemplateSelector.ListItems.AddRange(DocuSignManager.GetTemplatesList(configuration)
.Select(x => new ListItem {
Key = x.Key, Value = x.Value
}));
ActivityUI.NotifierSelector.selectedKey = null;
ActivityUI.NotifierSelector.SelectedItem = null;
ActivityUI.NotifierSelector.ListItems.Clear();
ActivityUI.NotifierSelector.ListItems.AddRange((await HubCommunicator.GetActivityTemplates(Tags.Notifier, true))
.Select(x => new ListItem {
Key = x.Label, Value = x.Id.ToString()
}));
this["AccountId"] = docusignToken.AccountId;
}
}
public async Task <ApiResponse <DocuSignResponseModel> > SendDocument(DocumentSignModel model, string serverPath)
{
var docusignManager = new DocuSignManager();
var confirmationUrl = appSettings.Get("docusign:ConfirmationUrl");
var authInformation = new DocuSignAuthHeader
{
Username = settings.Docusign.UserName,
Password = settings.Docusign.Password,
IntegratorKey = settings.Docusign.IntegratorKey
};
var caseModel = caseRepository.Query(c => c.ID == model.CaseID).FirstOrDefault();
var responseModel = docusignManager.SendDocument(model, caseModel, authInformation, serverPath, confirmationUrl);
var docusignLog = new DocuSignLog
{
CaseID = model.CaseID,
DocumentID = responseModel.DocumentID,
EnvelopeID = responseModel.EnvelopeID,
CreatedDate = DateTime.Now
};
repository.Add(docusignLog);
await repository.SaveChanges();
return(new ApiResponse <DocuSignResponseModel>(responseModel));
}
private void SendDocuSignTestEnvelope(DocuSignManager docuSignManager, DocuSignApiConfiguration loginInfo, AuthorizationTokenDO authTokenDO)
{
var rolesList = new List <KeyValueDTO>()
{
new KeyValueDTO()
{
Tags = "recipientId:1",
Key = "role name",
Value = ToEmail
},
new KeyValueDTO()
{
Tags = "recipientId:1",
Key = "role email",
Value = ToEmail
}
};
var fieldsList = new List <KeyValueDTO>()
{
new KeyValueDTO()
{
Tags = "recipientId:1",
Key = "companyTabs",
Value = "test"
},
new KeyValueDTO()
{
Tags = "recipientId:1",
Key = "textTabs",
Value = "test"
},
new KeyValueDTO()
{
Tags = "recipientId:1",
Key = "noteTabs",
Value = "test"
},
new KeyValueDTO()
{
Tags = "recipientId:1",
Key = "checkboxTabs",
Value = "Radio 1"
},
new KeyValueDTO()
{
Tags = "recipientId:1",
Key = "listTabs",
Value = "1"
}
};
docuSignManager.SendAnEnvelopeFromTemplate(
loginInfo,
rolesList,
fieldsList,
templateId
);
}
public override async Task Run()
{
var loginInfo = DocuSignManager.SetUp(AuthorizationToken);
var curTemplateId = ExtractTemplateId();
var fieldList = MapControlsToFields();
var rolesList = MapRoleControlsToFields();
SendAnEnvelope(loginInfo, rolesList, fieldList, curTemplateId);
}
private Crate PackAvailableTemplates()
{
var conf = DocuSignManager.SetUp(AuthorizationToken);
var fields = DocuSignManager.GetTemplatesList(conf);
var crate = Crate.FromContent("AvailableTemplates", new KeyValueListCM(fields));
return(crate);
}
public override async Task Run()
{
var configuration = DocuSignManager.SetUp(AuthorizationToken);
var settings = GetDocusignQuery();
var folderItems = DocuSignFolders.GetFolderItems(configuration, settings);
Payload.Add(Crate.FromContent(RunTimeCrateLabel, new DocuSignEnvelopeCM_v3
{
Envelopes = folderItems.Select(ConvertFolderItemToDocuSignEnvelope).ToList()
}));
}
public override async Task Run()
{
var configuration = DocuSignManager.SetUp(AuthorizationToken);
var settings = GetDocusignQuery();
var folderItems = DocuSignFolders.GetFolderItems(configuration, settings);
foreach (var item in folderItems)
{
Payload.Add(Crate.FromContent(RunTimeCrateLabel, MapFolderItemToDocuSignEnvelopeCM(item)));
}
Success();
}
protected virtual void SendAnEnvelope(DocuSignApiConfiguration loginInfo,
List <KeyValueDTO> rolesList, List <KeyValueDTO> fieldList, string curTemplateId)
{
try
{
DocuSignManager.SendAnEnvelopeFromTemplate(loginInfo, rolesList, fieldList, curTemplateId);
}
catch (Exception ex)
{
RaiseError($"Couldn't send an envelope. {ex}");
return;
}
Success();
}
private void FillFolderSource(string controlName)
{
var control = ConfigurationControls.FindByNameNested <DropDownList>(controlName);
if (control != null)
{
var conf = DocuSignManager.SetUp(AuthorizationToken);
control.ListItems = DocuSignFolders.GetFolders(conf)
.Select(x => new ListItem()
{
Key = x.Key, Value = x.Value
})
.ToList();
}
}
private void LoadDocuSignTemplates()
{
var selectedTemplateId = SelectedTemplateId;
var configuratin = DocuSignManager.SetUp(AuthorizationToken);
ActivityUI.TemplateSelector.ListItems = DocuSignManager.GetTemplatesList(configuratin)
.Select(x => new ListItem {
Key = x.Key, Value = x.Value
})
.ToList();
if (string.IsNullOrEmpty(selectedTemplateId))
{
return;
}
ActivityUI.TemplateSelector.SelectByValue(selectedTemplateId);
}
public override async Task Initialize()
{
var configuration = DocuSignManager.SetUp(AuthorizationToken);
ActivityUI.FolderFilter.ListItems = DocuSignFolders.GetFolders(configuration)
.Select(x => new ListItem {
Key = x.Key, Value = x.Value
})
.ToList();
ActivityUI.FolderFilter.ListItems.Insert(0, new ListItem {
Key = "Any Folder", Value = string.Empty
});
ActivityUI.StatusFilter.ListItems = DocuSignQuery.Statuses
.Select(x => new ListItem {
Key = x.Key, Value = x.Value
})
.ToList();
CrateSignaller.MarkAvailableAtRuntime <DocuSignEnvelopeCM_v3>(RunTimeCrateLabel, true)
.AddFields(GetEnvelopeProperties());
}
public override async Task Run()
{
//Get template Id
var control = GetControl <DropDownList>("Available_Templates");
string selectedDocusignTemplateId = control.Value;
if (selectedDocusignTemplateId == null)
{
RaiseError("No Template was selected at design time", ActivityErrorCode.DESIGN_TIME_DATA_MISSING);
return;
}
var config = DocuSignManager.SetUp(AuthorizationToken);
//lets download specified template from user's docusign account
var downloadedTemplate = DocuSignManager.DownloadDocuSignTemplate(config, selectedDocusignTemplateId);
//and add it to payload
var templateCrate = CreateDocuSignTemplateCrateFromDto(downloadedTemplate);
Payload.Add(templateCrate);
Success();
}
private void AssertEnvelopeContents(Guid docuSignTokenId, string expectedName)
{
var token = Mapper.Map <AuthorizationToken>(_docuSignTestTools.GetDocuSignAuthToken(docuSignTokenId));
var configuration = new DocuSignManager().SetUp(token);
//find the envelope on the Docusign Account
var folderItems = DocuSignFolders.GetFolderItems(configuration, new DocuSignQuery()
{
Status = "sent",
SearchText = expectedName
});
var envelope = folderItems.FirstOrDefault();
Assert.IsNotNull(envelope, "Cannot find created Envelope in sent folder of DocuSign Account");
var envelopeApi = new EnvelopesApi(configuration.Configuration);
//get the recipient that receive this sent envelope
var envelopeSigner = envelopeApi.ListRecipients(configuration.AccountId, envelope.EnvelopeId).Signers.FirstOrDefault();
Assert.IsNotNull(envelopeSigner, "Envelope does not contain signer as recipient. Send_DocuSign_Envelope activity failed to provide any signers");
//get the tabs for the envelope that this recipient received
var tabs = envelopeApi.ListTabs(configuration.AccountId, envelope.EnvelopeId, envelopeSigner.RecipientId);
Assert.IsNotNull(tabs, "Envelope does not contain any tabs. Check for problems in DocuSignManager and HandleTemplateData");
}
protected override void SendAnEnvelope(DocuSignApiConfiguration loginInfo,
List <KeyValueDTO> rolesList, List <KeyValueDTO> fieldList, string curTemplateId)
{
try
{
var documentSelector = GetControl <CrateChooser>("document_selector");
var fileCrate = documentSelector.GetValue(Payload);
if (fileCrate == null)
{
RaiseError($"New document file wasn't found");
return;
}
var file_manifest = fileCrate.Get <StandardFileDescriptionCM>();
DocuSignManager.SendAnEnvelopeFromTemplate(loginInfo, rolesList, fieldList, curTemplateId, file_manifest);
}
catch (Exception ex)
{
RaiseError($"Couldn't send an envelope. {ex}");
}
Success();
}
public async void Test_MonitorAllDocuSignEvents_Plan()
{
using (var unitOfWork = ObjectFactory.GetInstance <IUnitOfWork>())
{
var testAccount = unitOfWork.UserRepository
.GetQuery()
.SingleOrDefault(x => x.UserName == UserAccountName);
var docuSignTerminal = unitOfWork.TerminalRepository
.GetQuery()
.SingleOrDefault(x => x.Name == TerminalName);
if (testAccount == null)
{
throw new ApplicationException(
string.Format("No test account found with UserName = {0}", UserAccountName)
);
}
if (docuSignTerminal == null)
{
throw new ApplicationException(
string.Format("No terminal found with Name = {0}", TerminalName)
);
}
await RecreateDefaultAuthToken(unitOfWork, testAccount, docuSignTerminal);
var mtDataCountBefore = unitOfWork.MultiTenantObjectRepository
.AsQueryable <DocuSignEnvelopeCM_v2>(testAccount.Id).MtCount();
int mtDataCountAfter = mtDataCountBefore;
//Set up DS
var token = await Authenticate();
var authToken = new AuthorizationToken()
{
Token = token.Token
};
var authTokenDO = new AuthorizationTokenDO()
{
Token = token.Token
};
var docuSignManager = new DocuSignManager();
var loginInfo = docuSignManager.SetUp(authToken);
//let's wait 10 seconds to ensure that MADSE plan was created/activated by re-authentication
await Task.Delay(MadseCreationPeriod);
//send envelope
SendDocuSignTestEnvelope(docuSignManager, loginInfo, authTokenDO);
var stopwatch = new Stopwatch();
stopwatch.Start();
while (stopwatch.ElapsedMilliseconds <= MaxAwaitPeriod)
{
await Task.Delay(SingleAwaitPeriod);
mtDataCountAfter = unitOfWork.MultiTenantObjectRepository
.AsQueryable <DocuSignEnvelopeCM_v2>(testAccount.Id).MtCount();
if (mtDataCountBefore < mtDataCountAfter)
{
break;
}
}
Assert.IsTrue(mtDataCountBefore < mtDataCountAfter,
$"The number of MtData: ({mtDataCountAfter}) records for user {UserAccountName} remained unchanged within {MaxAwaitPeriod} miliseconds.");
}
}
protected async Task HandleFollowUpConfiguration()
{
if (Storage.Count == 0)
{
return;
}
//update docusign templates list to get if new templates were provided by DS
FillDocuSignTemplateSource("target_docusign_template");
// Try to find DocuSignTemplate drop-down.
var dropdownControlDTO = ConfigurationControls.FindByName("target_docusign_template");
if (dropdownControlDTO == null)
{
return;
}
// Get DocuSign Template Id
var docusignTemplateId = dropdownControlDTO.Value;
//Abort configuration if templateId is the same that before
if (!IsNewTemplateIdChoosen(Storage, docusignTemplateId))
{
return;
}
var conf = DocuSignManager.SetUp(AuthorizationToken);
var tabsandfields = DocuSignManager.GetTemplateRecipientsTabsAndDocuSignTabs(conf, docusignTemplateId);
var roles = tabsandfields.Item1.Where(a => a.Tags.Contains(DocuSignConstants.DocuSignSignerTag));
Storage.RemoveByLabel("DocuSignTemplateRolesFields");
Storage.Add("DocuSignTemplateRolesFields", new KeyValueListCM(roles));
var envelopeDataDTO = tabsandfields.Item2;
var userDefinedFields = tabsandfields.Item1.Where(a => a.Tags.Contains(DocuSignConstants.DocuSignTabTag));
//check for DocuSign default template names and add advisory json
var hasDefaultNames = DocuSignManager.DocuSignTemplateDefaultNames(tabsandfields.Item2);
if (hasDefaultNames)
{
var advisoryCrate = Storage.CratesOfType <AdvisoryMessagesCM>().FirstOrDefault();
var currentAdvisoryResults = advisoryCrate == null ? new AdvisoryMessagesCM() : advisoryCrate.Content;
var advisory = currentAdvisoryResults.Advisories.FirstOrDefault(x => x.Name == advisoryName);
if (advisory == null)
{
currentAdvisoryResults.Advisories.Add(new AdvisoryMessageDTO {
Name = advisoryName, Content = advisoryContent
});
}
else
{
advisory.Content = advisoryContent;
}
Storage.Add(Crate.FromContent("Advisories", currentAdvisoryResults));
}
Storage.RemoveByLabel("DocuSignTemplateUserDefinedFields");
Storage.Add("DocuSignTemplateUserDefinedFields", new KeyValueListCM(userDefinedFields.Concat(roles)));
//Create TextSource controls for ROLES
var rolesMappingBehavior = new TextSourceMappingBehavior(Storage, "RolesMapping", true);
rolesMappingBehavior.Clear();
rolesMappingBehavior.Append(roles.Select(x => x.Key).ToList(), "Upstream Terminal-Provided Fields", AvailabilityType.RunTime);
//Create Text Source controls for TABS
var textSourceFields = new List <string>();
textSourceFields = envelopeDataDTO.Where(x => x.Fr8DisplayType == ControlTypes.TextBox).Select(x => x.Name).ToList();
var mappingBehavior = new TextSourceMappingBehavior(
Storage,
"Mapping",
true
);
mappingBehavior.Clear();
mappingBehavior.Append(textSourceFields, "Upstream Terminal-Provided Fields", AvailabilityType.RunTime);
//Create TextSource controls for ROLES
//Create radio Button Groups
var radioButtonGroupBehavior = new RadioButtonGroupMappingBehavior(Storage, "RadioGroupMapping");
radioButtonGroupBehavior.Clear();
foreach (var item in envelopeDataDTO.Where(x => x.Fr8DisplayType == ControlTypes.RadioButtonGroup).ToList())
{
var radioButtonGroupDTO = item as DocuSignMultipleOptionsTabDTO;
if (radioButtonGroupDTO == null)
{
continue;
}
//todo: migrate the string format for label into template
radioButtonGroupBehavior.Append(radioButtonGroupDTO.Name,
$"For the <strong>{radioButtonGroupDTO.Name}</strong>, use:", radioButtonGroupDTO.Items.Select(x => new RadioButtonOption()
{
Name = x.Value,
Value = x.Value,
Selected = x.Selected
}).ToList());
}
//create checkbox controls
var checkBoxMappingBehavior = new CheckBoxMappingBehavior(Storage, "CheckBoxMapping");
checkBoxMappingBehavior.Clear();
foreach (var item in envelopeDataDTO.Where(x => x.Fr8DisplayType == ControlTypes.CheckBox).ToList())
{
checkBoxMappingBehavior.Append(item.Name, item.Name);
}
//create dropdown controls
var dropdownListMappingBehavior = new DropDownListMappingBehavior(Storage, "DropDownMapping");
dropdownListMappingBehavior.Clear();
foreach (var item in envelopeDataDTO.Where(x => x.Fr8DisplayType == ControlTypes.DropDownList).ToList())
{
var dropDownListDTO = item as DocuSignMultipleOptionsTabDTO;
if (dropDownListDTO == null)
{
continue;
}
dropdownListMappingBehavior.Append(dropDownListDTO.Name, $"For the <strong>{item.Name}</strong>, use:", dropDownListDTO.Items.Where(x => x.Text != string.Empty || x.Value != string.Empty).Select(x => new ListItem()
{
Key = string.IsNullOrEmpty(x.Value) ? x.Text : x.Value,
Value = string.IsNullOrEmpty(x.Text) ? x.Value : x.Text,
Selected = x.Selected,
}).ToList());
}
}
public override async Task FollowUp()
{
//Load DocuSign template again in case there are new templates available
LoadDocuSignTemplates();
var selectedTemplateId = SelectedTemplateId;
//If template selection is cleared we should remove existing template fields
if (string.IsNullOrEmpty(selectedTemplateId))
{
PreviousSelectedTemplateId = null;
ActivityUI.ClearDynamicFields();
Storage.RemoveByLabel(UserFieldsAndRolesCrateLabel);
return;
}
if (selectedTemplateId == PreviousSelectedTemplateId)
{
return;
}
ActivityUI.ClearDynamicFields();
PreviousSelectedTemplateId = selectedTemplateId;
var docuSignConfiguration = DocuSignManager.SetUp(AuthorizationToken);
var tabsAndFields = DocuSignManager.GetTemplateRecipientsTabsAndDocuSignTabs(docuSignConfiguration, selectedTemplateId);
var roles = tabsAndFields.Item1.Where(x => x.Tags.Contains(DocuSignConstants.DocuSignSignerTag, StringComparison.InvariantCultureIgnoreCase)).ToArray();
var userDefinedFields = tabsAndFields.Item1.Where(x => x.Tags.Contains(DocuSignConstants.DocuSignTabTag));
var envelopeData = tabsAndFields.Item2.ToLookup(x => x.Fr8DisplayType);
//check for DocuSign default template names and add advisory json
var hasDefaultNames = DocuSignManager.DocuSignTemplateDefaultNames(tabsAndFields.Item2);
if (hasDefaultNames)
{
var advisoryCrate = Storage.CratesOfType <AdvisoryMessagesCM>().FirstOrDefault();
var currentAdvisoryResults = advisoryCrate == null ? new AdvisoryMessagesCM() : advisoryCrate.Content;
var advisory = currentAdvisoryResults.Advisories.FirstOrDefault(x => x.Name == AdvisoryName);
if (advisory == null)
{
currentAdvisoryResults.Advisories.Add(new AdvisoryMessageDTO {
Name = AdvisoryName, Content = AdvisoryContent
});
}
else
{
advisory.Content = AdvisoryContent;
}
Storage.Add(Crate.FromContent("Advisories", currentAdvisoryResults));
}
//Add TextSource control for every DocuSign role to activity UI
ActivityUI.RolesFields.AddRange(roles.Select(x => UiBuilder.CreateSpecificOrUpstreamValueChooser(x.Key, x.Key, requestUpstream: true, specificValue: x.Value)));
//Add TextSrouce control for every DocuSign template text field to activity UI
ActivityUI.TextFields.AddRange(envelopeData[ControlTypes.TextBox].Select(x => UiBuilder.CreateSpecificOrUpstreamValueChooser(x.Name, x.Name, requestUpstream: true, specificValue: x.Value)));
//Add RadioButtonGroup with respective options for every DocuSign template radio selection field to activity UI
ActivityUI.RadioButtonGroupFields.AddRange(
envelopeData[ControlTypes.RadioButtonGroup]
.OfType <DocuSignMultipleOptionsTabDTO>()
.Select(x => new RadioButtonGroup
{
GroupName = x.Name,
Name = x.Name,
Label = $"For the <strong>{x.Name}</strong>, use:",
Radios = x.Items.Select(y => new RadioButtonOption
{
Name = y.Value,
Value = y.Value,
Selected = y.Selected
})
.ToList()
}));
//Add CheckBox for every DocuSign template yes/no field to activity UI
ActivityUI.CheckBoxFields.AddRange(envelopeData[ControlTypes.CheckBox].Select(x => new CheckBox {
Name = x.Name, Label = x.Name, Selected = Convert.ToBoolean(x.Value)
}));
//Add DropDownList for every DocuSign template list selection field to activity UI
ActivityUI.DropDownListFields.AddRange(
envelopeData[ControlTypes.DropDownList]
.OfType <DocuSignMultipleOptionsTabDTO>()
.Select(x => new DropDownList
{
Name = x.Name,
Label = $"For the <strong>{x.Name}</strong>, use:",
ListItems = x.Items.Select(y => new ListItem
{
Key = string.IsNullOrEmpty(y.Value) ? y.Text : y.Value,
Value = string.IsNullOrEmpty(y.Text) ? y.Value : y.Text,
Selected = y.Selected
})
.ToList()
}));
Storage.ReplaceByLabel(Crate.FromContent(UserFieldsAndRolesCrateLabel, new KeyValueListCM(userDefinedFields.Concat(roles))));
}
public async Task Mail_Merge_Into_DocuSign_EndToEnd_Upstream_Values_From_Google_Check_Tabs()
{
//
//Setup Test
//
await RevokeTokens();
var terminalGoogleTestTools = new Fr8.Testing.Integration.Tools.Terminals.IntegrationTestTools_terminalGoogle(this);
var googleActivityTestTools = new Fr8.Testing.Integration.Tools.Activities.IntegrationTestTools_terminalGoogle(this);
var googleAuthTokenId = await terminalGoogleTestTools.ExtractGoogleDefaultToken();
string spreadsheetName = Guid.NewGuid().ToString();
string spreadsheetKeyWord = Guid.NewGuid().ToString();
string worksheetName = "TestSheet";
//create new excel spreadsheet inside google and insert one row of data inside the spreadsheet
//spreadsheetKeyWord is an identifier that will help up later in the test to easily identify specific envelope
var tableFixtureData = FixtureData.TestStandardTableData(TestEmail, spreadsheetKeyWord);
string spreadsheetId = await terminalGoogleTestTools.CreateNewSpreadsheet(googleAuthTokenId, spreadsheetName, worksheetName, tableFixtureData);
//
// Create solution
//
var parameters = await _docuSignActivitiesTestTools.CreateAndConfigure_MailMergeIntoDocuSign_Solution("Get_Google_Sheet_Data",
"Get Google Sheet Data", "a439cedc-92a8-49ad-ab31-e2ee7964b468", "Fr8 Fromentum Registration Form", false);
this.solution = parameters.Item1;
var plan = parameters.Item2;
var tokenGuid = parameters.Item3;
//
// configure Get_Google_Sheet_Data activity
//
var googleSheetActivity = this.solution.ChildrenActivities.Single(a => a.ActivityTemplate.Name.Equals("Get_Google_Sheet_Data", StringComparison.InvariantCultureIgnoreCase));
await googleActivityTestTools.ConfigureGetFromGoogleSheetActivity(googleSheetActivity, spreadsheetName, false, worksheetName);
//
// configure Loop activity
//
var loopActivity = this.solution.ChildrenActivities.Single(a => a.ActivityTemplate.Name.Equals("Loop", StringComparison.InvariantCultureIgnoreCase));
var terminalFr8CoreTools = new IntegrationTestTools_terminalFr8(this);
loopActivity = await terminalFr8CoreTools.ConfigureLoopActivity(loopActivity, "Standard Table Data", "Table Generated From Google Sheet Data");
//
// Configure Send DocuSign Envelope action
//
//
// Initial Configuration
//
var sendEnvelopeAction = loopActivity.ChildrenActivities.Single(a => a.ActivityTemplate.Name == "Send_DocuSign_Envelope");
crateStorage = Crate.FromDto(sendEnvelopeAction.CrateStorage);
var controlsCrate = crateStorage.CratesOfType <StandardConfigurationControlsCM>().First();
var docuSignTemplate = controlsCrate.Content.Controls.OfType <DropDownList>().First();
docuSignTemplate.Value = "a439cedc-92a8-49ad-ab31-e2ee7964b468";
docuSignTemplate.selectedKey = "Fr8 Fromentum Registration Form";
using (var updatableStorage = Crate.GetUpdatableStorage(sendEnvelopeAction))
{
updatableStorage.Remove <StandardConfigurationControlsCM>();
updatableStorage.Add(controlsCrate);
}
sendEnvelopeAction = await HttpPostAsync <ActivityDTO, ActivityDTO>(_baseUrl + "activities/save", sendEnvelopeAction);
sendEnvelopeAction = await HttpPostAsync <ActivityDTO, ActivityDTO>(_baseUrl + "activities/configure", sendEnvelopeAction);
//
// Follow-up Configuration
//
//chosen "Fr8 Fromentum Registration Form" contains 7 specific DocuSign tabs that will be configured with upstream values
crateStorage = Crate.FromDto(sendEnvelopeAction.CrateStorage);
controlsCrate = crateStorage.CratesOfType <StandardConfigurationControlsCM>().First();
var emailField = controlsCrate.Content.Controls.OfType <TextSource>().First(f => f.InitialLabel == "Lead role email");
emailField.ValueSource = "upstream";
emailField.Value = "emailaddress";
emailField.selectedKey = "emailaddress";
var emailNameField = controlsCrate.Content.Controls.OfType <TextSource>().First(f => f.InitialLabel == "Lead role name");
emailNameField.ValueSource = "upstream";
emailNameField.Value = "name";
emailNameField.selectedKey = "name";
var phoneField = controlsCrate.Content.Controls.OfType <TextSource>().First(f => f.InitialLabel == "Phone (Lead)");
phoneField.ValueSource = "upstream";
phoneField.Value = "phone";
phoneField.selectedKey = "phone";
var titleField = controlsCrate.Content.Controls.OfType <TextSource>().First(f => f.InitialLabel == "Title (Lead)");
titleField.ValueSource = "upstream";
titleField.Value = "title";
titleField.selectedKey = "title";
var companyField = controlsCrate.Content.Controls.OfType <TextSource>().First(f => f.InitialLabel == "Company (Lead)");
companyField.ValueSource = "upstream";
companyField.Value = "companyname";
companyField.selectedKey = "companyname";
var radioGroup = controlsCrate.Content.Controls.OfType <RadioButtonGroup>().First(f => f.GroupName == "Registration Type (Lead)");
foreach (var radios in radioGroup.Radios)
{
//reset all preselected radioButtons
radios.Selected = false;
}
var radioButton = radioGroup.Radios.FirstOrDefault(x => x.Name == "Buy 2, Get 3rd Free");
radioButton.Selected = true;
var checkboxField = controlsCrate.Content.Controls.OfType <CheckBox>().First(f => f.Name == "CheckBoxFields_GovernmentEntity? (Lead)");
checkboxField.Selected = true;
var dropdownField = controlsCrate.Content.Controls.OfType <DropDownList>().First(f => f.Name == "DropDownListFields_Size of Company (Lead)");
dropdownField.Value = "Medium (51-250)";
dropdownField.selectedKey = "Medium (51-250)";
using (var updatableStorage = Crate.GetUpdatableStorage(sendEnvelopeAction))
{
updatableStorage.Remove <StandardConfigurationControlsCM>();
updatableStorage.Add(controlsCrate);
}
sendEnvelopeAction = await HttpPostAsync <ActivityDTO, ActivityDTO>(_baseUrl + "activities/save", sendEnvelopeAction);
crateStorage = Crate.FromDto(sendEnvelopeAction.CrateStorage);
controlsCrate = crateStorage.CratesOfType <StandardConfigurationControlsCM>().First();
docuSignTemplate = controlsCrate.Content.Controls.OfType <DropDownList>().First();
Assert.AreEqual("a439cedc-92a8-49ad-ab31-e2ee7964b468", docuSignTemplate.Value, "Selected DocuSign Template did not save on Send DocuSign Envelope action.");
Assert.AreEqual("Fr8 Fromentum Registration Form", docuSignTemplate.selectedKey, "Selected DocuSign Template did not save on Send DocuSign Envelope action.");
//
// Activate and run plan
//
var container = await HttpPostAsync <string, ContainerDTO>(_baseUrl + "plans/run?planId=" + plan.Id, null);
Assert.AreEqual(container.State, State.Completed, "Container state is not equal to completed on Mail_Merge e2e test");
//
// Assert
//
var authorizationTokenDO = _terminalDocuSignTestTools.GetDocuSignAuthToken(tokenGuid);
var authorizationToken = new AuthorizationToken()
{
Token = authorizationTokenDO.Token,
};
var configuration = new DocuSignManager().SetUp(authorizationToken);
//find the envelope on the Docusign Account
var folderItems = DocuSignFolders.GetFolderItems(configuration, new DocuSignQuery()
{
Status = "sent",
SearchText = spreadsheetKeyWord
});
var envelope = folderItems.FirstOrDefault();
Assert.IsNotNull(envelope, "Cannot find created Envelope in sent folder of DocuSign Account");
var envelopeApi = new EnvelopesApi(configuration.Configuration);
//get the recipient that receive this sent envelope
var envelopeSigner = envelopeApi.ListRecipients(configuration.AccountId, envelope.EnvelopeId).Signers.FirstOrDefault();
Assert.IsNotNull(envelopeSigner, "Envelope does not contain signer as recipient. Send_DocuSign_Envelope activity failed to provide any signers");
//get the tabs for the envelope that this recipient received
var tabs = envelopeApi.ListTabs(configuration.AccountId, envelope.EnvelopeId, envelopeSigner.RecipientId);
Assert.IsNotNull(tabs, "Envelope does not contain any tabs. Check for problems in DocuSignManager and HandleTemplateData");
//check all tabs and their values for received envelope, and compare them to those from the google sheet configured into Mail_Merge_Into_Docusign solution
var titleRecipientTab = tabs.TextTabs.FirstOrDefault(x => x.TabLabel == "Title");
Assert.IsNotNull(titleRecipientTab, "Envelope does not contain Title tab. Check for problems in DocuSignManager and HandleTemplateData");
Assert.AreEqual(tableFixtureData.Table[1].Row.FirstOrDefault(x => x.Cell.Key == "title").Cell.Value, titleRecipientTab.Value, "Provided value for Title in document for recipient after finishing mail merge plan is incorrect");
var companyRecipientTab = tabs.TextTabs.FirstOrDefault(x => x.TabLabel == "Company");
Assert.IsNotNull(companyRecipientTab, "Envelope does not contain Company tab. Check for problems in DocuSignManager and HandleTemplateData");
Assert.AreEqual(tableFixtureData.Table[1].Row.FirstOrDefault(x => x.Cell.Key == "companyname").Cell.Value, companyRecipientTab.Value, "Provided value for CompanyName in document for recipient after finishing mail merge plan is incorrect");
var phoneRecipientTab = tabs.TextTabs.FirstOrDefault(x => x.TabLabel == "Phone");
Assert.IsNotNull(phoneRecipientTab, "Envelope does not contain phone tab. Check for problems in DocuSignManager and HandleTemplateData");
Assert.AreEqual(tableFixtureData.Table[1].Row.FirstOrDefault(x => x.Cell.Key == "phone").Cell.Value, phoneRecipientTab.Value, "Provided value for phone in document for recipient after finishing mail merge plan is incorrect");
var listRecipientTab = tabs.ListTabs.FirstOrDefault(x => x.TabLabel == "Size of Company");
Assert.IsNotNull(listRecipientTab, "Envelope does not contain List Tab for Size of Company tab. Check for problems in DocuSignManager and HandleTemplateData");
Assert.AreEqual("Medium (51-250)", listRecipientTab.Value, "Provided value for Size of Company(Lead) in document for recipient after finishing mail merge plan is incorrect");
var checkboxRecipientTab = tabs.CheckboxTabs.FirstOrDefault(x => x.TabLabel == "GovernmentEntity?");
Assert.IsNotNull(checkboxRecipientTab, "Envelope does not contain Checkbox for Goverment Entity tab. Check for problems in DocuSignManager and HandleTemplateData");
Assert.AreEqual("true", checkboxRecipientTab.Selected, "Provided value for GovernmentEntity? in document for recipient after finishing mail merge plan is incorrect");
var radioButtonGroupTab = tabs.RadioGroupTabs.FirstOrDefault(x => x.GroupName == "Registration Type");
Assert.IsNotNull(radioButtonGroupTab, "Envelope does not contain RadioGroup tab for registration. Check for problems in DocuSignManager and HandleTemplateData");
Assert.AreEqual("Buy 2, Get 3rd Free", radioButtonGroupTab.Radios.FirstOrDefault(x => x.Selected == "true").Value, "Provided value for Registration Type in document for recipient after finishing mail merge plan is incorrect");
// Verify that test email has been received
EmailAssert.EmailReceived("*****@*****.**", "Test Message from Fr8");
//
// Cleanup
//
//delete spreadsheet
await terminalGoogleTestTools.DeleteSpreadSheet(googleAuthTokenId, spreadsheetId);
//
// Deactivate plan
//
await HttpPostAsync <string, string>(_baseUrl + "plans/deactivate?planId=" + plan.Id, null);
//
// Delete plan
//
//await HttpDeleteAsync(_baseUrl + "plans?id=" + plan.Id);
}
public override async Task Run()
{
DocuSignEnvelopeCM_v2 envelopeStatus = null;
var eventCrate = Payload.CratesOfType <EventReportCM>().FirstOrDefault()?.Get <EventReportCM>()?.EventPayload;
if (eventCrate != null)
{
envelopeStatus = eventCrate.CrateContentsOfType <DocuSignEnvelopeCM_v2>().SingleOrDefault();
}
if (envelopeStatus == null)
{
RequestPlanExecutionTermination("Evelope was not found in the payload.");
return;
}
//Create run-time fields
var eventFields = CreateDocuSignEventValues(envelopeStatus);
//get currently selected option and its value
string curSelectedOption, curSelectedValue, curSelectedTemplate;
GetTemplateRecipientPickerValue(out curSelectedOption, out curSelectedValue, out curSelectedTemplate);
var envelopeId = string.Empty;
//retrieve envelope ID based on the selected option and its value
if (!string.IsNullOrEmpty(curSelectedOption))
{
switch (curSelectedOption)
{
case "template":
//filter the incoming envelope by template value selected by the user
var incomingTemplate = string.Join(",", envelopeStatus.Templates.Select(t => t.Name).ToArray());
//Dirty quick fix for FR-2858
if (string.IsNullOrEmpty(incomingTemplate))
{
var manager = new DocuSignManager();
var config = manager.SetUp(AuthorizationToken);
TemplatesApi api = new TemplatesApi(config.Configuration);
var templateslist = api.ListTemplates(config.AccountId);
if (templateslist.TotalSetSize == "0")
{
break;
}
incomingTemplate = string.Join(",", templateslist.EnvelopeTemplates.Select(a => a.Name).ToArray());
}
if (incomingTemplate.Contains(curSelectedTemplate, StringComparison.InvariantCultureIgnoreCase))
{
envelopeId = envelopeStatus.EnvelopeId;
}
else
{
//this event isn't about us let's stop execution
RequestPlanExecutionTermination();
return;
}
break;
case "recipient":
string envelopeCurentRecipientEmail = eventFields.FirstOrDefault(a => a.Key == "CurrentRecipientEmail")?.Value;
//filter incoming envelope by recipient email address specified by the user
if (envelopeCurentRecipientEmail != null)
{
//if the incoming envelope's recipient is user specified one, get the envelope ID
if (envelopeCurentRecipientEmail.Contains(curSelectedValue, StringComparison.InvariantCultureIgnoreCase))
{
envelopeId = envelopeStatus.EnvelopeId;
}
else
{
//this event isn't about us let's stop execution
RequestPlanExecutionTermination();
return;
}
}
break;
}
}
var allFields = new List <KeyValueDTO>(eventFields);
if (curSelectedOption == "template")
{
allFields.AddRange(GetEnvelopeData(envelopeId));
allFields.Add(new KeyValueDTO("TemplateName", curSelectedTemplate));
}
Payload.Add(AllFieldsCrateName, new StandardPayloadDataCM(allFields));
Success();
}
