Merge pull request #41 from docusign/updates

karissarjacobsen · web-flow · commit fc700f065caa · 2026-01-27T14:08:23.000-08:00
Updates
diff --git a/app/__init__.py b/app/__init__.py
@@ -115,6 +115,7 @@
 app.register_blueprint(esignature_views.eg043)
 app.register_blueprint(esignature_views.eg044)
 app.register_blueprint(esignature_views.eg045)
+app.register_blueprint(esignature_views.eg046)
 
 app.register_blueprint(connect_views.cneg001)
 
diff --git a/app/eSignature/examples/eg046_multiple_delivery.py b/app/eSignature/examples/eg046_multiple_delivery.py
@@ -0,0 +1,253 @@
+import base64
+from datetime import datetime as dt, timezone
+from os import path
+
+from docusign_esign import (
+    EnvelopesApi,
+    EnvelopeDefinition,
+    Document,
+    Signer,
+    CarbonCopy,
+    SignHere,
+    Tabs,
+    Recipients,
+    RecipientPhoneNumber,
+    RecipientAdditionalNotification
+)
+
+from flask import session, request
+
+from ...consts import demo_docs_path, pattern
+from ...docusign import create_api_client
+from ...ds_config import DS_CONFIG
+
+
+class Eg046MultipleDeliveryController:
+    @staticmethod
+    def get_args():
+        """Get request and session arguments"""
+
+        # More data validation would be a good idea here
+        # Strip anything other than characters listed
+        signer_name = pattern.sub("", request.form.get("signer_name"))
+        signer_email = pattern.sub("", request.form.get("signer_email"))
+        cc_name = pattern.sub("", request.form.get("cc_name"))
+        cc_email = pattern.sub("", request.form.get("cc_email"))
+        signer_phone_number = request.form.get("signer_phone_number")
+        signer_country_code = request.form.get("signer_country_code")
+        cc_phone_number = request.form.get("cc_phone_number")
+        cc_country_code = request.form.get("cc_country_code")
+        delivery_method = request.form["delivery_method"]
+        envelope_args = {
+            "signer_name": signer_name,
+            "signer_email": signer_email,
+            "status": "sent",
+            "cc_name": cc_name,
+            "cc_email": cc_email,
+            "signer_country_code": signer_country_code,
+            "signer_phone_number": signer_phone_number,
+            "cc_country_code" :cc_country_code,
+            "cc_phone_number": cc_phone_number,
+            "delivery_method": delivery_method
+        }
+        args = {
+            "account_id": session["ds_account_id"],
+            "base_path": session["ds_base_path"],
+            "access_token": session["ds_access_token"],
+            "envelope_args": envelope_args
+        }
+        return args
+
+    @classmethod
+    def worker(cls, args):
+        """
+        1. Create the envelope request object
+        2. Send the envelope
+        """
+
+        #ds-snippet-start:eSign46Step3
+        envelope_args = args["envelope_args"]
+        # Create the envelope request object
+        api_client = create_api_client(base_path=args["base_path"], access_token=args["access_token"])
+        envelope_definition = cls.make_envelope(envelope_args)
+        # Call Envelopes::create API method
+        # Exceptions will be caught by the calling function
+        envelopes_api = EnvelopesApi(api_client)
+        (results, status, headers) = envelopes_api.create_envelope_with_http_info(account_id=args["account_id"], envelope_definition=envelope_definition)
+
+        remaining = headers.get("X-RateLimit-Remaining")
+        reset = headers.get("X-RateLimit-Reset")
+
+        if remaining is not None and reset is not None:
+            reset_date = dt.fromtimestamp(int(reset), tz=timezone.utc)
+            print(f"API calls remaining: {remaining}")
+            print(f"Next Reset: {reset_date}")
+
+        envelope_id = results.envelope_id
+
+        return {"envelope_id": envelope_id}
+        #ds-snippet-end:eSign46Step3
+
+    #ds-snippet-start:eSign46Step2
+    @classmethod
+    def make_envelope(cls, args):
+        """
+        Creates envelope:
+        document 1 (HTML) has signHere anchor tag: **signature_1**
+        document 2 (DOCX) has signHere anchor tag: /sn1/
+        document 3 (PDF)  has signHere anchor tag: /sn1/
+        DocuSign will convert all of the documents to the PDF format.
+        The recipient’s field tags are placed using anchor strings.
+        The envelope has two recipients:
+        recipient 1: signer
+        recipient 2: cc
+        The envelope will be sent first to the signer via SMS.
+        After it is signed, a copy is sent to the cc recipient via SMS.
+        """
+        # Create the envelope definition
+        env = EnvelopeDefinition(
+            email_subject="Please sign this document set"
+        )
+        doc1_b64 = base64.b64encode(bytes(cls.create_document1(args), "utf-8")).decode("ascii")
+        # Read files 2 and 3 from a local folder
+        # The reads could raise an exception if the file is not available!
+        with open(path.join(demo_docs_path, DS_CONFIG["doc_docx"]), "rb") as file:
+            doc2_docx_bytes = file.read()
+        doc2_b64 = base64.b64encode(doc2_docx_bytes).decode("ascii")
+        with open(path.join(demo_docs_path, DS_CONFIG["doc_pdf"]), "rb") as file:
+            doc3_pdf_bytes = file.read()
+        doc3_b64 = base64.b64encode(doc3_pdf_bytes).decode("ascii")
+
+        # Create the document models
+        document1 = Document(  # Create the DocuSign document object
+            document_base64=doc1_b64,
+            name="Order acknowledgement",  # Can be different from actual file name
+            file_extension="html",  # Many different document types are accepted
+            document_id="1"  # A label used to reference the doc
+        )
+        document2 = Document(  # Create the DocuSign document object
+            document_base64=doc2_b64,
+            name="Battle Plan",  # Can be different from actual file name
+            file_extension="docx",  # Many different document types are accepted
+            document_id="2"  # A label used to reference the doc
+        )
+        document3 = Document(  # Create the DocuSign document object
+            document_base64=doc3_b64,
+            name="Lorem Ipsum",  # Can be different from actual file name
+            file_extension="pdf",  # Many different document types are accepted
+            document_id="3"  # A label used to reference the doc
+        )
+        # The order in the docs array determines the order in the envelope
+        env.documents = [document1, document2, document3]
+
+        signer_phone_number = RecipientPhoneNumber(
+            country_code=args["signer_country_code"],
+            number=args["signer_phone_number"]
+        )
+        signer_additional_notification = RecipientAdditionalNotification(
+            secondary_delivery_method=args["delivery_method"],
+            phone_number=signer_phone_number
+        )
+
+        # Create the signer recipient model
+        signer1 = Signer(
+            name=args["signer_name"],
+            email=args["signer_email"],
+            recipient_id="1",
+            routing_order="1",
+            delivery_method="Email",
+            additional_notifications=[signer_additional_notification]
+        )
+
+        # Create a RecipientPhoneNumber and add it to the additional SMS notification
+        cc_phone_number = RecipientPhoneNumber(
+            country_code=args["cc_country_code"],
+            number=args["cc_phone_number"]
+        )
+
+        cc_additional_notification = RecipientAdditionalNotification(
+            secondary_delivery_method=args["delivery_method"],
+            phone_number=cc_phone_number
+        )
+
+        # Create a cc recipient to receive a copy of the documents
+        cc1 = CarbonCopy(
+            name=args["cc_name"],
+            email=args["cc_email"],
+            recipient_id="2",
+            routing_order="2",
+            delivery_method="Email",
+            additional_notifications=[cc_additional_notification]
+        )
+
+        # 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 signHere fields (also known as tabs) on the documents
+        # We're using anchor (autoPlace) positioning
+        #
+        # The DocuSign platform searches throughout your envelope"s
+        # documents for matching anchor strings. So the
+        # signHere2 tab will be used in both document 2 and 3 since they
+        # use the same anchor string for their "signer 1" tabs
+        sign_here1 = SignHere(
+            anchor_string="**signature_1**",
+            anchor_units="pixels",
+            anchor_y_offset="10",
+            anchor_x_offset="20"
+        )
+
+        sign_here2 = SignHere(
+            anchor_string="/sn1/",
+            anchor_units="pixels",
+            anchor_y_offset="10",
+            anchor_x_offset="20"
+        )
+
+        # Add the tabs model (including the SignHere tabs) to the signer
+        # The Tabs object wants arrays of the different field/tab types
+        signer1.tabs = Tabs(sign_here_tabs=[sign_here1, sign_here2])
+
+        # Add the recipients to the envelope object
+        recipients = Recipients(signers=[signer1], carbon_copies=[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 = args["status"]
+
+        return env
+
+    @classmethod
+    def create_document1(cls, args):
+        """ Creates document 1 -- an html document"""
+
+        return f"""
+        <!DOCTYPE html>
+        <html>
+            <head>
+              <meta charset="UTF-8">
+            </head>
+            <body style="font-family:sans-serif;margin-left:2em;">
+            <h1 style="font-family: "Trebuchet MS", Helvetica, sans-serif;
+                color: darkblue;margin-bottom: 0;">World Wide Corp</h1>
+            <h2 style="font-family: "Trebuchet MS", Helvetica, sans-serif;
+              margin-top: 0px;margin-bottom: 3.5em;font-size: 1em;
+              color: darkblue;">Order Processing Division</h2>
+            <h4>Ordered by {args["signer_name"]}</h4>
+            <p style="margin-top:0em; margin-bottom:0em;">Phone Number: {args["signer_phone_number"]}</p>
+            <p style="margin-top:0em; margin-bottom:0em;">Copy to: {args["cc_name"]}</p>
+            <p style="margin-top:3em;">
+                Candy bonbon pastry jujubes lollipop wafer biscuit biscuit. Topping brownie sesame snaps sweet roll pie. 
+                Croissant danish biscuit soufflé caramels jujubes jelly. Dragée danish caramels lemon drops dragée. 
+                Gummi bears cupcake biscuit tiramisu sugar plum pastry. Dragée gummies applicake pudding liquorice. 
+                Donut jujubes oat cake jelly-o. 
+                Dessert bear claw chocolate cake gummies lollipop sugar plum ice cream gummies cheesecake.
+            </p>
+            <!-- Note the anchor tag for the signature field is in white -->
+            <h3 style="margin-top:3em;">Agreed: <span style="color:white;">**signature_1**/</span></h3>
+            </body>
+        </html>
+      """
+#ds-snippet-end:eSign46Step2
diff --git a/app/eSignature/views/__init__.py b/app/eSignature/views/__init__.py
@@ -42,3 +42,4 @@
 from .eg043_shared_access import eg043
 from .eg044_focused_view import eg044
 from .eg045_delete_restore_envelope import eg045
+from .eg046_multiple_delivery import eg046
diff --git a/app/eSignature/views/eg046_multiple_delivery.py b/app/eSignature/views/eg046_multiple_delivery.py
@@ -0,0 +1,92 @@
+""" Example 046: Request a signature bt multiple delivery channels """
+
+import json
+from os import path
+
+from docusign_esign.client.api_exception import ApiException
+from flask import redirect, render_template, session, Blueprint, url_for
+
+from ..examples.eg046_multiple_delivery import Eg046MultipleDeliveryController
+from ...docusign import authenticate, ensure_manifest, get_example_by_number
+from ...docusign.utils import is_cfr
+from ...ds_config import DS_CONFIG
+from ...error_handlers import process_error
+from ...consts import API_TYPE
+
+example_number = 46
+api = API_TYPE["ESIGNATURE"]
+eg = f"eg0{example_number}"  # reference (and url) for this example
+eg046 = Blueprint(eg, __name__)
+
+
+@eg046.route(f"/{eg}", methods=["POST"])
+@ensure_manifest(manifest_url=DS_CONFIG["example_manifest_url"])
+@authenticate(eg=eg, api=api)
+def send_by_multiple_channels():
+    """
+    1. Get required arguments
+    2. Call the worker method
+    3. Render success response with envelopeId
+    """
+    example = get_example_by_number(session["manifest"], example_number, api)
+
+    # 1. Get required arguments
+    args = Eg046MultipleDeliveryController.get_args()
+    try:
+        # 1. Call the worker method
+        results = Eg046MultipleDeliveryController.worker(args)
+    except ApiException as err:
+        error_body_json = err and hasattr(err, "body") and err.body
+        # we can pull the DocuSign error code and message from the response body
+        try:
+            error_body = json.loads(error_body_json)
+        except json.decoder.JSONDecodeError:
+            error_body = {}
+        error_code = error_body and "errorCode" in error_body and error_body["errorCode"]
+
+        # check for specific error
+        if "ACCOUNT_LACKS_PERMISSIONS" in error_code:
+            error_message = example["CustomErrorTexts"][0]["ErrorMessage"]
+            return render_template(
+                "error.html",
+                error_code=error_code,
+                error_message=error_message
+            )
+
+        return process_error(err)
+
+    session["envelope_id"] = results["envelope_id"]  # Save for use by other examples which need an envelopeId
+
+    # 2. Render success response with envelopeId
+    return render_template(
+        "example_done.html",
+        title=example["ExampleName"],
+        message=f"The envelope has been created and sent!<br/>Envelope ID {results['envelope_id']}."
+    )
+
+
+@eg046.route(f"/{eg}", methods=["GET"])
+@ensure_manifest(manifest_url=DS_CONFIG["example_manifest_url"])
+@authenticate(eg=eg, api=api)
+def get_view():
+    """responds with the form for the example"""
+    example = get_example_by_number(session["manifest"], example_number, api)
+
+    cfr_status = is_cfr(session["ds_access_token"], session["ds_account_id"], session["ds_base_path"])
+    if cfr_status == "enabled":
+        if DS_CONFIG["quickstart"] == "true":
+            return redirect(url_for("eg041.get_view"))
+        else:
+            return render_template("cfr_error.html", title="Error")
+
+    return render_template(
+        "eSignature/eg046_multiple_delivery.html",
+        title=example["ExampleName"],
+        example=example,
+        source_file= "eg046_multiple_delivery.py",
+        source_url=DS_CONFIG["github_example_url"] + "eg046_multiple_delivery.py",
+        documentation=DS_CONFIG["documentation"] + eg,
+        show_doc=DS_CONFIG["documentation"],
+        signer_name=DS_CONFIG["signer_name"],
+        signer_email=DS_CONFIG["signer_email"]
+    )
diff --git a/app/templates/eSignature/eg046_multiple_delivery.html b/app/templates/eSignature/eg046_multiple_delivery.html
diff --git a/requirements.txt b/requirements.txt
