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InbarGazitInbarGazit
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A bit of refactoring
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‎app/eSignature/examples/eg011_embedded_sending.py

Lines changed: 177 additions & 14 deletions
Original file line numberDiff line numberDiff line change
@@ -1,7 +1,10 @@
1-
from docusign_esign import EnvelopesApi, ReturnUrlRequest
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import base64
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from os import path
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from docusign_esign import EnvelopesApi, ReturnUrlRequest, EnvelopesApi, EnvelopeDefinition, \
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Document, Signer, CarbonCopy, SignHere, Tabs, Recipients
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from flask import url_for, session, request
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4-
from .eg002_signing_via_email import Eg002SigningViaEmailController
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from ...consts import pattern, demo_docs_path
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from ...docusign import create_api_client
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@@ -24,7 +27,7 @@ def get_args():
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"signer_name": signer_name,
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"cc_email": cc_email,
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"cc_name": cc_name,
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"status": "sent",
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"status": "created",
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}
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args = {
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"starting_view": starting_view,
@@ -36,36 +39,196 @@ def get_args():
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}
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return args
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39-
@staticmethod
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def worker(args,doc_docx_path,doc_pdf_path):
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@classmethod
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def worker(cls, args, doc_docx_path, doc_pdf_path):
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"""
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This function does the work of creating the envelope in
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draft mode and returning a URL for the sender"s view
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"""
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# Step 2. Create the envelope with "created" (draft) status
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args["envelope_args"]["status"] = "created"
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# Using worker from example 002
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results = Eg002SigningViaEmailController.worker(args, doc_docx_path, doc_pdf_path)
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envelope_id = results["envelope_id"]
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envelope = cls.create_envelope(args, doc_docx_path, doc_pdf_path)
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envelope_id = envelope.envelope_id
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# Step 3. Create the sender view
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sender_view_url = cls.create_sender_view(args, envelope_id)
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return {"envelope_id": envelope_id, "redirect_url": sender_view_url}
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@classmethod
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#ds-snippet-start:eSign11Step3
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def create_sender_view(cls, args, envelope_id):
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view_request = ReturnUrlRequest(return_url=args["ds_return_url"])
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# Exceptions will be caught by the calling function
55-
#ds-snippet-start:eSign11Step3
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api_client = create_api_client(base_path=args["base_path"], access_token=args["access_token"])
5764

5865
envelope_api = EnvelopesApi(api_client)
59-
results = envelope_api.create_sender_view(
66+
sender_view = envelope_api.create_sender_view(
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account_id=args["account_id"],
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envelope_id=envelope_id,
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return_url_request=view_request
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)
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# Switch to Recipient and Documents view if requested by the user
66-
url = results.url
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url = sender_view.url
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if args["starting_view"] == "recipient":
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url = url.replace("send=1", "send=0")
69-
#ds-snippet-end:eSign13Step3
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71-
return {"envelope_id": envelope_id, "redirect_url": url}
77+
return url
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#ds-snippet-end:eSign11Step3
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@classmethod
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#ds-snippet-start:eSign11Step2
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def create_envelope(cls, args, doc_docx_path, doc_pdf_path):
83+
envelope_args = args["envelope_args"]
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# Create the envelope request object
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envelope_definition = cls.make_envelope(envelope_args, doc_docx_path, doc_pdf_path)
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api_client = create_api_client(base_path=args["base_path"], access_token=args["access_token"])
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# Call Envelopes::create API method
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# Exceptions will be caught by the calling function
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envelopes_api = EnvelopesApi(api_client)
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return envelopes_api.create_envelope(account_id=args["account_id"], envelope_definition=envelope_definition)
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@classmethod
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def make_envelope(cls, args, doc_docx_path, doc_pdf_path):
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"""
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Creates envelope
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Document 1: An HTML document.
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Document 2: A Word .docx document.
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Document 3: A PDF document.
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DocuSign will convert all of the documents to the PDF format.
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The recipients" field tags are placed using <b>anchor</b> strings.
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"""
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# document 1 (html) has sign here anchor tag **signature_1**
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# document 2 (docx) has sign here anchor tag /sn1/
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# document 3 (pdf) has sign here anchor tag /sn1/
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#
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# The envelope has two recipients.
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# recipient 1 - signer
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# recipient 2 - cc
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# The envelope will be sent first to the signer.
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# After it is signed, a copy is sent to the cc person.
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# create the envelope definition
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env = EnvelopeDefinition(
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email_subject="Please sign this document set"
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)
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doc1_b64 = base64.b64encode(bytes(cls.create_document1(args), "utf-8")).decode("ascii")
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# read files 2 and 3 from a local directory
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# The reads could raise an exception if the file is not available!
120+
with open(path.join(demo_docs_path, doc_docx_path), "rb") as file:
121+
doc2_docx_bytes = file.read()
122+
doc2_b64 = base64.b64encode(doc2_docx_bytes).decode("ascii")
123+
with open(path.join(demo_docs_path, doc_pdf_path), "rb") as file:
124+
doc3_pdf_bytes = file.read()
125+
doc3_b64 = base64.b64encode(doc3_pdf_bytes).decode("ascii")
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127+
# Create the document models
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document1 = Document( # create the DocuSign document object
129+
document_base64=doc1_b64,
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name="Order acknowledgement", # can be different from actual file name
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file_extension="html", # many different document types are accepted
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document_id="1" # a label used to reference the doc
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)
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document2 = Document( # create the DocuSign document object
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document_base64=doc2_b64,
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name="Battle Plan", # can be different from actual file name
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file_extension="docx", # many different document types are accepted
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document_id="2" # a label used to reference the doc
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)
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document3 = Document( # create the DocuSign document object
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document_base64=doc3_b64,
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name="Lorem Ipsum", # can be different from actual file name
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file_extension="pdf", # many different document types are accepted
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document_id="3" # a label used to reference the doc
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)
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# The order in the docs array determines the order in the envelope
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env.documents = [document1, document2, document3]
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149+
# Create the signer recipient model
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signer1 = Signer(
151+
email=args["signer_email"],
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name=args["signer_name"],
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recipient_id="1",
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routing_order="1"
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)
156+
# routingOrder (lower means earlier) determines the order of deliveries
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# to the recipients. Parallel routing order is supported by using the
158+
# same integer as the order for two or more recipients.
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160+
# create a cc recipient to receive a copy of the documents
161+
cc1 = CarbonCopy(
162+
email=args["cc_email"],
163+
name=args["cc_name"],
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recipient_id="2",
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routing_order="2"
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)
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# Create signHere fields (also known as tabs) on the documents,
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# We"re using anchor (autoPlace) positioning
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#
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# The DocuSign platform searches throughout your envelope"s
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# documents for matching anchor strings. So the
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# signHere2 tab will be used in both document 2 and 3 since they
174+
# use the same anchor string for their "signer 1" tabs.
175+
sign_here1 = SignHere(
176+
anchor_string="**signature_1**",
177+
anchor_units="pixels",
178+
anchor_y_offset="10",
179+
anchor_x_offset="20"
180+
)
181+
182+
sign_here2 = SignHere(
183+
anchor_string="/sn1/",
184+
anchor_units="pixels",
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anchor_y_offset="10",
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anchor_x_offset="20"
187+
)
188+
189+
# Add the tabs model (including the sign_here tabs) to the signer
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# The Tabs object wants arrays of the different field/tab types
191+
signer1.tabs = Tabs(sign_here_tabs=[sign_here1, sign_here2])
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193+
# Add the recipients to the envelope object
194+
recipients = Recipients(signers=[signer1], carbon_copies=[cc1])
195+
env.recipients = recipients
196+
197+
# Request that the envelope be sent by setting |status| to "sent".
198+
# To request that the envelope be created as a draft, set to "created"
199+
env.status = args["status"]
200+
201+
return env
202+
203+
@classmethod
204+
def create_document1(cls, args):
205+
""" Creates document 1 -- an html document"""
206+
207+
return f"""
208+
<!DOCTYPE html>
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<html>
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<head>
211+
<meta charset="UTF-8">
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</head>
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<body style="font-family:sans-serif;margin-left:2em;">
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<h1 style="font-family: "Trebuchet MS", Helvetica, sans-serif;
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color: darkblue;margin-bottom: 0;">World Wide Corp</h1>
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<h2 style="font-family: "Trebuchet MS", Helvetica, sans-serif;
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margin-top: 0px;margin-bottom: 3.5em;font-size: 1em;
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color: darkblue;">Order Processing Division</h2>
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<h4>Ordered by {args["signer_name"]}</h4>
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<p style="margin-top:0em; margin-bottom:0em;">Email: {args["signer_email"]}</p>
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<p style="margin-top:0em; margin-bottom:0em;">Copy to: {args["cc_name"]}, {args["cc_email"]}</p>
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<p style="margin-top:3em;">
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Candy bonbon pastry jujubes lollipop wafer biscuit biscuit. Topping brownie sesame snaps sweet roll pie.
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Croissant danish biscuit soufflé caramels jujubes jelly. Dragée danish caramels lemon drops dragée.
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Gummi bears cupcake biscuit tiramisu sugar plum pastry. Dragée gummies applicake pudding liquorice.
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Donut jujubes oat cake jelly-o.
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Dessert bear claw chocolate cake gummies lollipop sugar plum ice cream gummies cheesecake.
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</p>
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<!-- Note the anchor tag for the signature field is in white. -->
230+
<h3 style="margin-top:3em;">Agreed: <span style="color:white;">**signature_1**/</span></h3>
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</body>
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</html>
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"""
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#ds-snippet-end:eSign11Step2

‎app/webforms/examples/eg001_create_instance.py

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -2,7 +2,7 @@
22

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from docusign_webforms import ApiClient, FormInstanceManagementApi, FormManagementApi, CreateInstanceRequestBody
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from docusign_esign import Document, Signer, SignHere, Tabs, Recipients, TemplatesApi, Checkbox, DateSigned, \
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Text, EnvelopeTemplate
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Text, EnvelopeTemplate
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from ...docusign import create_api_client
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