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();
}
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();
}
}
public ControlDefinitionDTO CreateFolderDropDownListControl(string key, AuthorizationToken authToken)
{
var conf = _docuSignManager.SetUp(AuthorizationToken);
return(new DropDownList()
{
Name = "QueryField_" + key,
ListItems = DocuSignFolders.GetFolders(conf)
.Select(x => new ListItem()
{
Key = x.Key, Value = x.Value
})
.ToList()
});
}
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");
}
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);
}
