private static IEnumerable <KeyValueDTO> GetTabs(DocuSignApiConfiguration conf, object api, string id, Signer recipient)
{
var envelopesApi = api as EnvelopesApi;
var templatesApi = api as TemplatesApi;
var docutabs = envelopesApi != null
? envelopesApi.ListTabs(conf.AccountId, id, recipient.RecipientId)
: templatesApi.ListTabs(conf.AccountId, id, recipient.RecipientId, new Tabs());
return(DocuSignTab.GetEnvelopeTabsPerSigner(JObject.Parse(docutabs.ToJson()), recipient.RoleName));
}
//this is purely for Send_DocuSign_Envelope activity
public Tuple <IEnumerable <KeyValueDTO>, IEnumerable <DocuSignTabDTO> > GetTemplateRecipientsTabsAndDocuSignTabs(DocuSignApiConfiguration conf, string templateId)
{
var tmpApi = new TemplatesApi(conf.Configuration);
var recipientsAndTabs = new List <KeyValueDTO>();
var docuTabs = new List <DocuSignTabDTO>();
var recipients = GetRecipients(conf, tmpApi, templateId);
recipientsAndTabs.AddRange(MapRecipientsToFieldDTO(recipients));
foreach (var signer in recipients.Signers)
{
var tabs = tmpApi.ListTabs(conf.AccountId, templateId, signer.RecipientId, new Tabs());
var signersdocutabs = DocuSignTab.ExtractTabs(JObject.Parse(tabs.ToJson()), signer.RoleName).ToList();
docuTabs.AddRange(signersdocutabs);
recipientsAndTabs.AddRange(DocuSignTab.MapTabsToFieldDTO(signersdocutabs));
}
return(new Tuple <IEnumerable <KeyValueDTO>, IEnumerable <DocuSignTabDTO> >(recipientsAndTabs, docuTabs));
}
public static DocuSignEnvelopeCM_v2 ParseAPIresponsesIntoCM(out DocuSignEnvelopeCM_v2 envelope, TemplateInformation templates, Recipients recipients)
{
envelope = new DocuSignEnvelopeCM_v2();
envelope.CurrentRoutingOrderId = recipients.CurrentRoutingOrder;
if (templates.Templates != null)
{
foreach (var ds_template in templates.Templates)
{
DocuSignTemplate template = new DocuSignTemplate();
template.DocumentId = ds_template.DocumentId;
template.Name = ds_template.Name;
template.TemplateId = ds_template.TemplateId;
envelope.Templates.Add(template);
}
}
//Recipients
if (recipients.Signers != null)
{
foreach (var dsrecipient in recipients.Signers)
{
DocuSignRecipientStatus recipient = new DocuSignRecipientStatus();
recipient.Email = dsrecipient.Email;
recipient.Name = dsrecipient.Name;
recipient.RecipientId = dsrecipient.RecipientId;
recipient.RoutingOrderId = dsrecipient.RoutingOrder;
recipient.Status = dsrecipient.Status;
recipient.Type = "Signer";
envelope.Recipients.Add(recipient);
//Tabs
if (dsrecipient.Tabs != null)
{
var tabsDTO = DocuSignTab.ExtractTabs(JObject.Parse(dsrecipient.Tabs.ToJson()), "");
foreach (var tabDTO in tabsDTO)
{
DocuSignTabStatus tab = new DocuSignTabStatus();
tab.DocumentId = tabDTO.DocumentId.ToString();
tab.Name = tabDTO.Name;
tab.TabType = tabDTO.Type;
tab.Value = tabDTO.Value;
tab.TabLabel = tabDTO.TabLabel;
if (tabDTO is DocuSignMultipleOptionsTabDTO)
{
var multiTabDTO = (DocuSignMultipleOptionsTabDTO)tabDTO;
foreach (var childDTO in multiTabDTO.Items)
{
var childTab = new DocuSignTabStatus();
childTab.Selected = childDTO.Selected.ToString();
childTab.Value = childDTO.Value;
childTab.TabLabel = childDTO.Text;
tab.Items.Add(childTab);
}
}
recipient.Tabs.Add(tab);
}
}
}
}
return(envelope);
}
public void SendAnEnvelopeFromTemplate(DocuSignApiConfiguration loginInfo, List <KeyValueDTO> rolesList, List <KeyValueDTO> fieldList, string curTemplateId, StandardFileDescriptionCM fileHandler = null)
{
EnvelopesApi envelopesApi = new EnvelopesApi(loginInfo.Configuration);
TemplatesApi templatesApi = new TemplatesApi(loginInfo.Configuration);
bool override_document = fileHandler != null;
Recipients recipients = null;
EnvelopeSummary envelopeSummary = null;
//creatig an envelope definiton
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "Test message from Fr8";
envDef.Status = "created";
Debug.WriteLine($"sending an envelope from template {curTemplateId} to {loginInfo}");
var templateRecepients = templatesApi.ListRecipients(loginInfo.AccountId, curTemplateId);
//adding file or applying template
if (override_document)
{
//if we override document - we don't create an envelope yet
//we create it with recipients once we've processed recipient values and tabs
envDef.Documents = new List <Document>()
{
new Document()
{
DocumentBase64 = fileHandler.TextRepresentation, FileExtension = fileHandler.Filetype,
DocumentId = "1", Name = fileHandler.Filename ?? Path.GetFileName(fileHandler.DirectUrl) ?? "document"
}
};
recipients = templateRecepients;
}
else
{
//creating envelope
envDef.TemplateId = curTemplateId;
envelopeSummary = envelopesApi.CreateEnvelope(loginInfo.AccountId, envDef);
//requesting list of recipients since their Ids might be different from the one we got from tempates
recipients = envelopesApi.ListRecipients(loginInfo.AccountId, envelopeSummary.EnvelopeId);
}
//updating recipients
foreach (var recepient in recipients.Signers)
{
var correspondingTemplateRecipient = templateRecepients.Signers.FirstOrDefault(a => a.RoutingOrder == recepient.RoutingOrder);
var relatedFields = rolesList.Where(a => a.Tags.Contains("recipientId:" + correspondingTemplateRecipient?.RecipientId)).ToArray();
var newEmail = relatedFields.FirstOrDefault(a => a.Key.Contains(DocuSignConstants.DocuSignRoleEmail))?.Value;
var newName = relatedFields.FirstOrDefault(a => a.Key.Contains(DocuSignConstants.DocuSignRoleName))?.Value;
recepient.Name = string.IsNullOrEmpty(newName) ? recepient.Name : newName;
recepient.Email = string.IsNullOrEmpty(newEmail) ? recepient.Email : newEmail;
if (!recepient.Email.IsValidEmailAddress())
{
throw new ApplicationException($"'{recepient.Email}' is not a valid email address");
}
//updating tabs
var tabs = override_document ? templatesApi.ListTabs(loginInfo.AccountId, curTemplateId, correspondingTemplateRecipient.RecipientId, new Tabs()) : envelopesApi.ListTabs(loginInfo.AccountId, envelopeSummary.EnvelopeId, recepient.RecipientId);
JObject jobj = DocuSignTab.ApplyValuesToTabs(fieldList, correspondingTemplateRecipient, tabs);
recepient.Tabs = jobj.ToObject <Tabs>();
}
if (override_document)
{
//deep copy to exclude tabs
var recps_deep_copy = JsonConvert.DeserializeObject <Recipients>(JsonConvert.SerializeObject(recipients));
recps_deep_copy.Signers.ForEach(a => a.Tabs = null);
envDef.Recipients = recps_deep_copy;
//creating envlope
envelopeSummary = envelopesApi.CreateEnvelope(loginInfo.AccountId, envDef);
}
else
{
envelopesApi.UpdateRecipients(loginInfo.AccountId, envelopeSummary.EnvelopeId, recipients);
}
foreach (var recepient in recipients.Signers)
{
if (override_document)
{
JObject jobj = JObject.Parse(recepient.Tabs.ToJson());
foreach (var item in jobj.Properties())
{
foreach (var tab in (JToken)item.Value)
{
tab["documentId"] = "1";
}
}
var tabs = jobj.ToObject <Tabs>();
envelopesApi.CreateTabs(loginInfo.AccountId, envelopeSummary.EnvelopeId, recepient.RecipientId, tabs);
}
else
if (typeof(Tabs).GetProperties()
.Select(prop => prop.GetValue(recepient.Tabs, null))
.Any(val => val != null))
{
envelopesApi.UpdateTabs(loginInfo.AccountId, envelopeSummary.EnvelopeId, recepient.RecipientId, recepient.Tabs);
}
}
// sending an envelope
envelopesApi.Update(loginInfo.AccountId, envelopeSummary.EnvelopeId, new Envelope()
{
Status = "sent"
});
}
