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 async Task MailMergeFromSalesforceEndToEnd()
{
await RevokeTokens("terminalDocuSign");
var salesforceAuthToken = await HealthMonitor_FixtureData.CreateSalesforceAuthToken();
//Create Case object in Salesforce
var caseIdAndName = await CreateCase(salesforceAuthToken);
PlanDTO plan = null;
try
{
plan = await CreatePlan();
var solution = plan.SubPlans.First().Activities.Single();
await ApplyAuthTokenToSolution(solution, salesforceAuthToken);
//Initial configuration
solution = await Configure(solution);
//Folowup configuration
solution = solution.UpdateControls <Mail_Merge_From_Salesforce_v1.ActivityUi>(x =>
{
x.SalesforceObjectSelector.selectedKey = "Case";
x.SalesforceObjectSelector.Value = "Case";
});
//This call will make solution to load specified Salesforce object properties and clear filter
solution = await Configure(solution);
//This call will run generation of child activities
solution = solution.UpdateControls <Mail_Merge_From_Salesforce_v1.ActivityUi>(x =>
{
x.SalesforceObjectFilter.Value = $"[{{\"field\":\"SuppliedName\",\"operator\":\"eq\",\"value\":\"{caseIdAndName.Item2}\"}}]";
var sendDocuSignItem = x.MailSenderActivitySelector.ListItems.FirstOrDefault(y => y.Key == "Send DocuSign Envelope");
Assert.IsNotNull(sendDocuSignItem, $"Send DocuSign Envelope activity is not marked with '{Tags.EmailDeliverer}' tag");
x.MailSenderActivitySelector.selectedKey = sendDocuSignItem.Key;
x.MailSenderActivitySelector.Value = sendDocuSignItem.Value;
x.RunMailMergeButton.Clicked = true;
});
solution = await Configure(solution);
Assert.AreEqual(2, solution.ChildrenActivities.Length, "Child activities were not generated after mail merge was requested");
//Configure Send DocuSign Envelope activity to use proper upstream values
var docuSignActivity = solution.ChildrenActivities[1].ChildrenActivities[0];
var docusSignAuthAndConfig = await AuthorizeAndConfigureDocuSignActivity(docuSignActivity);
docuSignActivity = docusSignAuthAndConfig.Item1;
//Run plan
var container = await Run(plan);
Assert.AreEqual(State.Completed, container.State, "Container state is not equal to Completed");
// Deactivate plan
await Deactivate(plan);
//Verify contents of envelope
AssertEnvelopeContents(docusSignAuthAndConfig.Item2, caseIdAndName.Item2);
// Verify that test email has been received
EmailAssert.EmailReceived("*****@*****.**", "Test Message from Fr8");
}
finally
{
var caseWasDeleted = await DeleteCase(caseIdAndName.Item1, salesforceAuthToken);
Assert.IsTrue(caseWasDeleted, "Case created for test purposes failed to be deleted");
//if (plan != null)
//{
// await HttpDeleteAsync($"{_baseUrl}plans?id={plan.Id}");
//}
}
}
public async Task GetSalesforceData_Into_SendEmail_EndToEnd()
{
AuthorizationTokenDO authTokenDO = null;
Guid initialPlanId = Guid.Empty;
try
{
authTokenDO = await Fixtures.HealthMonitor_FixtureData.CreateSalesforceAuthToken();
//Create the required plan
initialPlanId = await CreatePlan_GetSalesforceDataIntoSendEmail(authTokenDO);
//get the full plan which is created
var plan = await HttpGetAsync <PlanDTO>(_baseUrl + "Plans?include_children=true&id=" + initialPlanId.ToString());
Debug.WriteLine("Created plan with all activities.");
//make get salesforce data to get Lead
var getData = plan.SubPlans.First().Activities.First();
using (var updatableStorage = Crate.GetUpdatableStorage(getData))
{
//select Lead
var configControls = updatableStorage.CratesOfType <StandardConfigurationControlsCM>().Single();
(configControls.Content.Controls.Single(c => c.Name.Equals(nameof(Get_Data_v1.ActivityUi.SalesforceObjectSelector))) as DropDownList).selectedKey = "Lead";
//give condition
var conditionQuery = new List <FilterConditionDTO>()
{
new FilterConditionDTO {
Field = "LastName", Operator = "eq", Value = "McSorely"
}
};
(configControls.Content.Controls.Single(c => c.Name.Equals(nameof(Get_Data_v1.ActivityUi.SalesforceObjectFilter))) as QueryBuilder).Value = JsonConvert.SerializeObject(conditionQuery);
}
getData = await ConfigureActivity(getData);
Debug.WriteLine("Get Lead using condition is successful in the Follow Up Configure");
//prepare the send email activity controls.
var sendEmail = plan.SubPlans.First().Activities.Last();
using (var updatableStorage = Crate.GetUpdatableStorage(sendEmail))
{
var configControls = updatableStorage.CratesOfType <StandardConfigurationControlsCM>().Single();
var emailAddressControl = (TextSource)configControls.Content.Controls.Single(c => c.Name.Equals("EmailAddress"));
var emailSubjectControl = (TextSource)configControls.Content.Controls.Single(c => c.Name.Equals("EmailSubject"));
var emailBodyControl = (TextSource)configControls.Content.Controls.Single(c => c.Name.Equals("EmailBody"));
emailAddressControl.ValueSource = "specific";
emailAddressControl.TextValue = ConfigurationManager.AppSettings["TestEmailYahoo"];
emailSubjectControl.ValueSource = emailBodyControl.ValueSource = "upstream";
emailSubjectControl.selectedKey = "Name";
emailBodyControl.selectedKey = "Phone";
}
sendEmail = await ConfigureActivity(sendEmail);
Debug.WriteLine("Send Email follow up configure is successful.");
//Run the plan
await HttpPostAsync <string, string>(_baseUrl + "plans/run?planId=" + plan.Id, null);
Debug.WriteLine("Plan execution is successful.");
await CleanUp(authTokenDO, initialPlanId);
//Verify the email
EmailAssert.EmailReceived(ConfigurationManager.AppSettings["OpsEmail"], "Marty McSorely", true);
}
finally
{
await CleanUp(authTokenDO, initialPlanId);
}
}