/// <summary>
/// Clones this SignatureDocumentTemplate object to a new SignatureDocumentTemplate object
/// </summary>
/// <param name="source">The source.</param>
/// <param name="deepCopy">if set to <c>true</c> a deep copy is made. If false, only the basic entity properties are copied.</param>
/// <returns></returns>
public static SignatureDocumentTemplate Clone(this SignatureDocumentTemplate source, bool deepCopy)
{
if (deepCopy)
{
return(source.Clone() as SignatureDocumentTemplate);
}
else
{
var target = new SignatureDocumentTemplate();
target.CopyPropertiesFrom(source);
return(target);
}
}
/// <summary>
/// Copies the properties from another SignatureDocumentTemplate object to this SignatureDocumentTemplate object
/// </summary>
/// <param name="target">The target.</param>
/// <param name="source">The source.</param>
public static void CopyPropertiesFrom(this SignatureDocumentTemplate target, SignatureDocumentTemplate source)
{
target.Id = source.Id;
target.BinaryFileTypeId = source.BinaryFileTypeId;
target.Description = source.Description;
target.ForeignGuid = source.ForeignGuid;
target.ForeignKey = source.ForeignKey;
target.InviteSystemEmailId = source.InviteSystemEmailId;
target.Name = source.Name;
target.ProviderEntityTypeId = source.ProviderEntityTypeId;
target.ProviderTemplateKey = source.ProviderTemplateKey;
target.CreatedDateTime = source.CreatedDateTime;
target.ModifiedDateTime = source.ModifiedDateTime;
target.CreatedByPersonAliasId = source.CreatedByPersonAliasId;
target.ModifiedByPersonAliasId = source.ModifiedByPersonAliasId;
target.Guid = source.Guid;
target.ForeignId = source.ForeignId;
}
/// <summary>
/// Sends the document.
/// </summary>
/// <param name="document">The document.</param>
/// <param name="signatureDocumentTemplate">Type of the signature document.</param>
/// <param name="appliesToPerson">The person.</param>
/// <param name="assignedToPerson">The assigned to person.</param>
/// <param name="documentName">Name of the document.</param>
/// <param name="alternateEmail">The alternate email.</param>
/// <param name="errorMessages">The error messages.</param>
/// <returns></returns>
private bool SendDocument(SignatureDocument document, SignatureDocumentTemplate signatureDocumentTemplate, Person appliesToPerson, Person assignedToPerson, string documentName, string alternateEmail, out List <string> errorMessages)
{
errorMessages = new List <string>();
// If document was passed and other values were not, set them from the document
if (document != null)
{
signatureDocumentTemplate = signatureDocumentTemplate ?? document.SignatureDocumentTemplate;
if (document.AppliesToPersonAlias != null && document.AppliesToPersonAlias.Person != null)
{
appliesToPerson = appliesToPerson ?? document.AppliesToPersonAlias.Person;
}
if (document.AssignedToPersonAlias != null && document.AssignedToPersonAlias.Person != null)
{
assignedToPerson = assignedToPerson ?? document.AssignedToPersonAlias.Person;
alternateEmail = !string.IsNullOrWhiteSpace(alternateEmail) ? alternateEmail : document.AssignedToPersonAlias.Person.Email;
}
documentName = !string.IsNullOrWhiteSpace(documentName) ? documentName : document.Name;
}
if (signatureDocumentTemplate == null)
{
errorMessages.Add("Invalid Document Type.");
}
if (appliesToPerson == null)
{
errorMessages.Add("Invalid Applies To Person.");
}
if (assignedToPerson == null)
{
errorMessages.Add("Invalid Assigned To Person.");
}
if (!errorMessages.Any())
{
var provider = DigitalSignatureContainer.GetComponent(signatureDocumentTemplate.ProviderEntityType.Name);
if (provider == null || !provider.IsActive)
{
errorMessages.Add("Digital Signature provider was not found or is not active.");
}
else
{
string email = string.IsNullOrWhiteSpace(alternateEmail) ? assignedToPerson.Email : alternateEmail;
if (string.IsNullOrWhiteSpace(email))
{
errorMessages.Add(string.Format("There is no email address for {0}.", assignedToPerson.FullName));
}
else
{
var sendErrors = new List <string>();
var rockContext = this.Context as RockContext;
var documentService = new SignatureDocumentService(rockContext);
if (document == null)
{
document = documentService.Queryable()
.Where(d =>
d.SignatureDocumentTemplateId == signatureDocumentTemplate.Id &&
d.AppliesToPersonAlias.PersonId == appliesToPerson.Id &&
d.AssignedToPersonAlias.PersonId == assignedToPerson.Id &&
d.Status != SignatureDocumentStatus.Signed)
.OrderByDescending(d => d.CreatedDateTime)
.FirstOrDefault();
}
string documentKey = document?.DocumentKey;
if (document == null || string.IsNullOrWhiteSpace(documentKey))
{
documentKey = provider.CreateDocument(signatureDocumentTemplate, appliesToPerson, assignedToPerson, documentName, out sendErrors, true);
}
else
{
provider.ResendDocument(document, out sendErrors);
}
if (document == null)
{
document = new SignatureDocument();
document.SignatureDocumentTemplate = signatureDocumentTemplate;
document.SignatureDocumentTemplateId = signatureDocumentTemplate.Id;
document.Name = documentName;
document.AppliesToPersonAliasId = appliesToPerson.PrimaryAliasId;
document.AssignedToPersonAliasId = assignedToPerson.PrimaryAliasId;
documentService.Add(document);
}
if (!sendErrors.Any())
{
document.DocumentKey = documentKey;
document.LastInviteDate = RockDateTime.Now;
document.InviteCount = document.InviteCount + 1;
if (document.Status != SignatureDocumentStatus.Sent)
{
document.LastStatusDate = document.LastInviteDate;
}
document.Status = SignatureDocumentStatus.Sent;
return(true);
}
else
{
errorMessages.AddRange(sendErrors);
}
}
}
}
return(false);
}
/// <summary>
/// Sends the document.
/// </summary>
/// <param name="signatureDocumentTemplate">The signature document template.</param>
/// <param name="appliesToPerson">The applies to person.</param>
/// <param name="assignedToPerson">The assigned to person.</param>
/// <param name="documentName">Name of the document.</param>
/// <param name="alternateEmail">The alternate email.</param>
/// <param name="errorMessages">The error messages.</param>
/// <returns></returns>
public bool SendDocument(SignatureDocumentTemplate signatureDocumentTemplate, Person appliesToPerson, Person assignedToPerson, string documentName, string alternateEmail, out List <string> errorMessages)
{
return(SendDocument(null, signatureDocumentTemplate, appliesToPerson, assignedToPerson, documentName, alternateEmail, out errorMessages));
}