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));
}
public List <KeyValueDTO> GetTemplatesList(DocuSignApiConfiguration conf)
{
var tmpApi = new TemplatesApi(conf.Configuration);
var result = tmpApi.ListTemplates(conf.AccountId);
if (result.EnvelopeTemplates != null && result.EnvelopeTemplates.Count > 0)
{
return(result.EnvelopeTemplates.Where(a => !string.IsNullOrEmpty(a.Name))
.Select(a => new KeyValueDTO(a.Name, a.TemplateId)).ToList());
}
return(new List <KeyValueDTO>());
}
private static Recipients GetRecipients(DocuSignApiConfiguration conf, object api, string id)
{
var templatesApi = api as TemplatesApi;
if (templatesApi != null)
{
return(templatesApi.ListRecipients(conf.AccountId, id) as Recipients);
}
var envelopesApi = api as EnvelopesApi;
if (envelopesApi != null)
{
return(envelopesApi.ListRecipients(conf.AccountId, id) as Recipients);
}
throw new NotSupportedException($"The api of '{api.GetType()}' is not supported");
}
public JObject DownloadDocuSignTemplate(DocuSignApiConfiguration config, string selectedDocusignTemplateId)
{
var templatesApi = new TemplatesApi(config.Configuration);
var template = templatesApi.Get(config.AccountId, selectedDocusignTemplateId);
foreach (var doc in template.Documents)
{
var document = templatesApi.GetDocument(config.AccountId, selectedDocusignTemplateId, doc.DocumentId);
var ms = new MemoryStream();
document.CopyTo(ms);
string base64 = Convert.ToBase64String(ms.ToArray());
template.Documents.Where(a => a.DocumentId == doc.DocumentId).FirstOrDefault().DocumentBase64 = base64;
}
var result = JsonConvert.SerializeObject(template);
return(JObject.Parse(result));
}
private static IEnumerable <KeyValueDTO> GetRecipientsAndTabs(DocuSignApiConfiguration conf, object api, string id)
{
try
{
var result = new List <KeyValueDTO>();
var recipients = GetRecipients(conf, api, id);
result.AddRange(MapRecipientsToFieldDTO(recipients));
foreach (var recipient in recipients.Signers)
{
result.AddRange(GetTabs(conf, api, id, recipient));
}
return(result);
}
catch (Exception ex)
{
throw new AuthorizationTokenExpiredOrInvalidException();
}
}
public DocuSignApiConfiguration SetUp(DocuSignAuthTokenDTO docuSignAuthDTO)
{
string baseUrl = string.Empty;
string integratorKey = string.Empty;
//create configuration for future api calls
if (docuSignAuthDTO.IsDemoAccount)
{
integratorKey = CloudConfigurationManager.GetSetting("DocuSignIntegratorKey_DEMO");
baseUrl = CloudConfigurationManager.GetSetting("environment_DEMO") + "restapi/";
}
else
{
integratorKey = CloudConfigurationManager.GetSetting("DocuSignIntegratorKey");
baseUrl = docuSignAuthDTO.Endpoint.Replace("v2/accounts/" + docuSignAuthDTO.AccountId.ToString(), "");
}
ApiClient apiClient = new ApiClient(baseUrl);
string authHeader = "bearer " + docuSignAuthDTO.ApiPassword;
Configuration conf = new Configuration(apiClient);
conf.AddDefaultHeader("Authorization", authHeader);
DocuSignApiConfiguration result = new DocuSignApiConfiguration()
{
AccountId = docuSignAuthDTO.AccountId, Configuration = conf
};
if (string.IsNullOrEmpty(docuSignAuthDTO.AccountId)) //we deal with and old token, that don't have accountId yet
{
AuthenticationApi authApi = new AuthenticationApi(conf);
try
{
LoginInformation loginInfo = authApi.Login();
result.AccountId = loginInfo.LoginAccounts[0].AccountId; //it seems that althought one DocuSign account can have multiple users - only one is returned, the one that oAuth token was created for
}
catch (Exception ex)
{
throw new AuthorizationTokenExpiredOrInvalidException();
}
}
return(result);
}
public DocuSignEnvelopeCM_v2 GetEnvelope(DocuSignApiConfiguration config, string envelopeId)
{
DocuSignEnvelopeCM_v2 envelope;
EnvelopesApi api = new EnvelopesApi(config.Configuration);
//Templates
var templates = api.ListTemplates(config.AccountId, envelopeId);
var recipients = api.ListRecipients(config.AccountId, envelopeId);
var filled_envelope = DocuSignEventParser.ParseAPIresponsesIntoCM(out envelope, templates, recipients);
var envelopestatus = api.GetEnvelope(config.AccountId, envelopeId);
filled_envelope.CreateDate = DateTime.Parse(envelopestatus.CreatedDateTime);
filled_envelope.SentDate = DateTime.Parse(envelopestatus.SentDateTime);
filled_envelope.StatusChangedDateTime = DateTime.Parse(envelopestatus.StatusChangedDateTime);
envelope.Subject = envelopestatus.EmailSubject;
envelope.EnvelopeId = envelopestatus.EnvelopeId;
envelope.Status = envelopestatus.Status;
return(filled_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"
});
}
//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 IEnumerable <KeyValueDTO> GetTemplateRecipientsAndTabs(DocuSignApiConfiguration conf, string templateId)
{
var tmpApi = new TemplatesApi(conf.Configuration);
return(GetRecipientsAndTabs(conf, tmpApi, templateId));
}
public IEnumerable <KeyValueDTO> GetEnvelopeRecipientsAndTabs(DocuSignApiConfiguration conf, string envelopeId)
{
var envApi = new EnvelopesApi(conf.Configuration);
return(GetRecipientsAndTabs(conf, envApi, envelopeId));
}