Eg014CollectPaymentController.cs

using System;
using System.Collections.Generic;
using System.Text;
using DocuSign.eSign.Api;
using DocuSign.eSign.Client;
using DocuSign.eSign.Model;
using eg_03_csharp_auth_code_grant_core.Models;
using Microsoft.AspNetCore.Mvc;

namespace eg_03_csharp_auth_code_grant_core.Controllers
{
    [Route("eg014")]
    public class Eg014CollectPaymentController : EgController
    {
        public Eg014CollectPaymentController(DSConfiguration config, IRequestItemsService requestItemsService)
            : base(config, requestItemsService)
        {
            ViewBag.title = "Envelope sent";
        }

        public override string EgName => "eg014";

        // ***DS.snippet.0.start
        private string DoWork(string signerEmail, string signerName, string ccEmail,
            string ccName, string accessToken, string basePath, string accountId)
        {
            // Data for this method
            // signerEmail 
            // signerName
            // ccEmail
            // ccName
            // accessToken
            // basePath 
            // accountId 
            var config = new Configuration(new ApiClient(basePath));
            config.AddDefaultHeader("Authorization", "Bearer " + accessToken);
            EnvelopesApi envelopesApi = new EnvelopesApi(config);

            // Step 1. Make the envelope request body
            EnvelopeDefinition envelope = MakeEnvelope(signerEmail, signerName, ccEmail, ccName);

            // Step 2. call Envelopes::create API method
            // Exceptions will be caught by the calling function
            EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelope);
            return results.EnvelopeId;
        }

        private EnvelopeDefinition MakeEnvelope(string signerEmail, string signerName, string ccEmail, string ccName)
        {
            // Data for this method
            // signerEmail 
            // signerName
            // ccEmail
            // ccName
            

            // document 1 (html) has multiple tags:
            // /l1q/ and /l2q/ -- quantities: drop down
            // /l1e/ and /l2e/ -- extended: payment lines 
            // /l3t/ -- total -- formula
            //
            // The envelope has two recipients.
            // recipient 1 - signer
            // recipient 2 - cc
            // The envelope will be sent first to the signer.
            // After it is signed, a copy is sent to the cc person.

            ///////////////////////////////////////////////////////////////////
            //                                                               //
            // NOTA BENA: This method programmatically constructs the        //
            //            order form. For many use cases, it would be        //
            //            better to create the order form as a template      //
            //            using the DocuSign web tool as a WYSIWYG           //
            //            form designer.                                     //
            //                                                               //
            ///////////////////////////////////////////////////////////////////

            // Order form constants
            string l1Name = "Harmonica";
            int l1Price = 5;
            string l1Description = $"${l1Price} each"
                 , l2Name = "Xylophone";
            int l2Price = 150;
            string l2Description = $"${l2Price} each";
            int currencyMultiplier = 100;

            // read file from a local directory
            // The read could raise an exception if the file is not available!
            string doc1HTML1 = System.IO.File.ReadAllText("order_form.html");
            // Substitute values into the HTML
            // Substitute for: {signerName}, {signerEmail}, {ccName}, {ccEmail}
            var doc1HTML2 = doc1HTML1.Replace("{signerName}", signerName)
                    .Replace("{signerEmail}", signerEmail)
                    .Replace("{ccName}", ccName)
                    .Replace("{ccEmail}", ccEmail);

            // create the envelope definition
            EnvelopeDefinition env = new EnvelopeDefinition
            {
                EmailSubject = "Please complete your order"
            };

            // add the documents
            string doc1b64 = Convert.ToBase64String(Encoding.UTF8.GetBytes(doc1HTML2));
            Document doc1 = new Document
            {
                DocumentBase64 = doc1b64,
                Name = "Order form", // can be different from actual file name
                FileExtension = "html", // Source data format. Signed docs are always pdf.
                DocumentId = "1" // a label used to reference the doc
            };
            env.Documents = new List<Document> { doc1 };

            // create a signer recipient to sign the document, identified by name and email
            // We're setting the parameters via the object creation
            Signer signer1 = new Signer
            {
                Email = signerEmail,
                Name = signerName,
                RecipientId = "1",
                RoutingOrder = "1"
            };
            // routingOrder (lower means earlier) determines the order of deliveries
            // to the recipients. Parallel routing order is supported by using the
            // same integer as the order for two or more recipients.

            // create a cc recipient to receive a copy of the documents, identified by name and email
            // We're setting the parameters via setters
            CarbonCopy cc1 = new CarbonCopy
            {
                Email = ccEmail,
                Name = ccName,
                RoutingOrder = "2",
                RecipientId = "2"
            };

            // Create signHere fields (also known as tabs) on the documents,
            // We're using anchor (autoPlace) positioning
            SignHere signHere1 = new SignHere
            {
                AnchorString = "/sn1/",
                AnchorYOffset = "10",
                AnchorUnits = "pixels",
                AnchorXOffset = "20"
            };
            ListItem listItem0 = new ListItem { Text = "none", Value = "0" }
                   , listItem1 = new ListItem { Text = "1", Value = "1" }
                   , listItem2 = new ListItem { Text = "2", Value = "2" }
                   , listItem3 = new ListItem { Text = "3", Value = "3" }
                   , listItem4 = new ListItem { Text = "4", Value = "4" }
                   , listItem5 = new ListItem { Text = "5", Value = "5" }
                   , listItem6 = new ListItem { Text = "6", Value = "6" }
                   , listItem7 = new ListItem { Text = "7", Value = "7" }
                   , listItem8 = new ListItem { Text = "8", Value = "8" }
                   , listItem9 = new ListItem { Text = "9", Value = "9" }
                   , listItem10 = new ListItem { Text = "10", Value = "10" }
                   ;
            List listl1q = new List
            {
                Font = "helvetica",
                FontSize = "size11",
                AnchorString = "/l1q/",
                AnchorYOffset = "-10",
                AnchorUnits = "pixels",
                AnchorXOffset = "0",
                ListItems = new List<ListItem> {listItem0, listItem1, listItem2,
                listItem3, listItem4, listItem5, listItem6,
                listItem7, listItem8, listItem9, listItem10 },
                Required = "true",
                TabLabel = "l1q"
            },
            listl2q = new List
            {
                Font = "helvetica",
                FontSize = "size11",
                AnchorString = "/l2q/",
                AnchorYOffset = "-10",
                AnchorUnits = "pixels",
                AnchorXOffset = "0",
                ListItems = new List<ListItem> {listItem0, listItem1, listItem2,
                listItem3, listItem4, listItem5, listItem6,
                listItem7, listItem8, listItem9, listItem10 },
                Required = "true",
                TabLabel = "l2q"
            };

            // create two formula tabs for the extended price on the line items
            FormulaTab formulal1e = new FormulaTab
            {
                Font = "helvetica",
                FontSize = "size11",
                AnchorString = "/l1e/",
                AnchorYOffset = "-8",
                AnchorUnits = "pixels",
                AnchorXOffset = "105",
                TabLabel = "l1e",
                Formula = $"[l1q] * {l1Price}",
                RoundDecimalPlaces = "0",
                Required = "true",
                Locked = "true",
                DisableAutoSize = "false",
            },
            formulal2e = new FormulaTab
            {
                Font = "helvetica",
                FontSize = "size11",
                AnchorString = "/l2e/",
                AnchorYOffset = "-8",
                AnchorUnits = "pixels",
                AnchorXOffset = "105",
                TabLabel = "l2e",
                Formula = $"[l2q] * {l2Price}",
                RoundDecimalPlaces = "0",
                Required = "true",
                Locked = "true",
                DisableAutoSize = "false",
            },
            // Formula for the total 
            formulal3t = new FormulaTab
            {
                Font = "helvetica",
                Bold = "true",
                FontSize = "size12",
                AnchorString = "/l3t/",
                AnchorYOffset = "-8",
                AnchorUnits = "pixels",
                AnchorXOffset = "50",
                TabLabel = "l3t",
                Formula = $"[l1e] + [l2e]",
                RoundDecimalPlaces = "0",
                Required = "true",
                Locked = "true",
                DisableAutoSize = "false",
            };

            // Payment line items
            PaymentLineItem paymentLineIteml1 = new PaymentLineItem
            {
                Name = l1Name,
                Description = l1Description,
                AmountReference = "l1e"
            },
            paymentLineIteml2 = new PaymentLineItem
            {
                Name = l2Name,
                Description = l2Description,
                AmountReference = "l2e"
            };
            PaymentDetails paymentDetails = new PaymentDetails
            {
                GatewayAccountId = Config.GatewayAccountId,
                CurrencyCode = "USD",
                GatewayName = Config.GatewayName,
                GatewayDisplayName = Config.GatewayDisplayName,
                LineItems = new List<PaymentLineItem> { paymentLineIteml1, paymentLineIteml2 }
            };

            // Hidden formula for the payment itself
            FormulaTab formulaPayment = new FormulaTab
            {
                TabLabel = "payment",
                Formula = $"([l1e] + [l2e]) * {currencyMultiplier}",
                RoundDecimalPlaces = "0",
                PaymentDetails = paymentDetails,
                Hidden = "true",
                Required = "true",
                Locked = "true",
                DocumentId = "1",
                PageNumber = "1",
                XPosition = "0",
                YPosition = "0"
            };

            // Tabs are set per recipient / signer
            Tabs signer1Tabs = new Tabs
            {
                SignHereTabs = new List<SignHere> { signHere1 },
                ListTabs = new List<List> { listl1q, listl2q },
                FormulaTabs = new List<FormulaTab> { formulal1e, formulal2e, formulal3t, formulaPayment }
            };
            signer1.Tabs = signer1Tabs;

            // Add the recipients to the envelope object
            Recipients recipients = new Recipients
            {
                Signers = new List<Signer> { signer1 },
                CarbonCopies = new List<CarbonCopy> { cc1 }
            };
            env.Recipients = recipients;

            // Request that the envelope be sent by setting |status| to "sent".
            // To request that the envelope be created as a draft, set to "created"
            env.Status = RequestItemsService.Status;

            return env;
        }
        // ***DS.snippet.0.end


        [HttpPost]
        public IActionResult Create(string signerEmail, string signerName, string ccEmail, string ccName)
        {
            // Data for this method
            // signerEmail 
            // signerName
            // ccEmail
            // ccName
            var accessToken = RequestItemsService.User.AccessToken;
            var basePath = RequestItemsService.Session.BasePath + "/restapi";
            var accountId = RequestItemsService.Session.AccountId;

            bool tokenOk = CheckToken(3);
            if (!tokenOk)
            {
                // We could store the parameters of the requested operation 
                // so it could be restarted automatically.
                // But since it should be rare to have a token issue here,
                // we'll make the user re-enter the form data after 
                // authentication.
                RequestItemsService.EgName = EgName;
                return Redirect("/ds/mustAuthenticate");
            }

            string envelopeId = DoWork(signerEmail, signerName, ccEmail,
                ccName, accessToken, basePath, accountId);
            Console.WriteLine("Envelope was created.EnvelopeId " + envelopeId);
            ViewBag.h1 = "Envelope sent";
            ViewBag.message = "The envelope has been created and sent!<br/>Envelope ID " + envelopeId + ".";
            return View("example_done");
        }
    }
}