added connected fields to submit claim and buy new insurance scenarios

Author: annahileta

client/public/locales/en/Common.json

@@ -6,5 +6,9 @@
   "Copyright": "© 2025 Docusign Inc.",
   "LogOutLink": "Log out",
   "LogInButton": "Log in",
-  "AlertMessage": "Sorry, there was some issue with the Code Grant Authorization, so you have been logged with JWT authorization"
-}
+  "DownloadExtensionsButton": "Download Extensions and try again",
+  "DownloadExtensionsHeader": "Extensions Missing",
+  "ContinueWithoutExtensionsButton": "Continue Without Extensions",
+  "AlertMessage": "Sorry, there was some issue with the Code Grant Authorization, so you have been logged with JWT authorization",
+  "DownloadExtensionsMessage": "Extension apps not installed for this account. Either go to <a href=\"https://apps-d.docusign.com/app-center\" target=\"_blank\" rel=\"noopener noreferrer\">App Center</a> to install them and try again, or you can continue to use this without the Data Validation apps.<br><br><strong>Links to extension apps:</strong><br> - <a href=\"https://apps-d.docusign.com/app-center/app/6ff9ae39-ad45-4d04-b0c2-a6e2214f5925\" target=\"_blank\" rel=\"noopener noreferrer\">Twilio</a> or <a href=\"https://apps-d.docusign.com/app-center/app/5e3b623f-afaf-45da-b6a0-f5abc3c32128\" target=\"_blank\" rel=\"noopener noreferrer\">Emailable</a> (for email verification)<br> - <a href=\"https://apps-d.docusign.com/app-center/app/04bfc1ae-1ba0-42d0-8c02-264417a7b234\" target=\"_blank\" rel=\"noopener noreferrer\">Smarty</a> (for address verification)"
+}

client/src/api/insuranceAPI.js

@@ -31,6 +31,20 @@ export async function submitClaim(request) {
   }
 }
 
+export async function getExtensions() {
+  try {
+    const response = await axios.get(
+      process.env.REACT_APP_API_BASE_URL + "/extensionApps",
+      {
+        withCredentials: true
+      }
+    );
+    return handleResponse(response);
+  } catch (error) {
+    handleError(error);
+  }
+}
+
 export async function getStatus(fromDate) {
   try {
     const response = await axios.get(

client/src/components/ExtensionsModal.js

@@ -0,0 +1,34 @@
+import React from "react";
+import { useTranslation } from "react-i18next";
+import { Modal, Button, Container } from "react-bootstrap";
+
+export const ExtensionsModal = ({ show, onDownloadExtensions, onHide, title, message }) => {
+   const { t } = useTranslation("Common");
+
+  const handleContinue = () => {
+    onHide();
+  };
+
+  return (
+    <Modal show={show} onHide={onHide} centered>
+      <Modal.Header closeButton>
+        <Modal.Title>{title}</Modal.Title>
+      </Modal.Header>
+
+      <Modal.Body>
+        <Container>
+          <p dangerouslySetInnerHTML={{ __html: message }} />
+        </Container>
+      </Modal.Body>
+
+      <Modal.Footer style={{ flexWrap: "inherit"}}>
+        <Button className="btn btn-success" onClick={onDownloadExtensions} style={{ color: "white" }}>
+          {t("DownloadExtensionsButton")}
+        </Button>
+        <Button className="btn btn-secondary" onClick={handleContinue}>
+          {t("ContinueWithoutExtensionsButton")}
+        </Button>
+      </Modal.Footer>
+    </Modal>
+  );
+};

client/src/pages/buyNewInsurance/index.js

@@ -8,6 +8,7 @@ import { SEND_REQEUST_SUCCESS } from "./actionTypes";
 import { useTranslation } from "react-i18next";
 import LoggedUserContext from "../../contexts/logged-user/logged-user.context";
 import { checkUnlogged } from "../../api/auth";
+import { ExtensionsModal } from "../../components/ExtensionsModal.js";
 
 const initialState = {
   errors: [],
@@ -27,11 +28,14 @@ const initialState = {
 };
 
 export const BuyNewInsurance = () => {
+  const { t: tCommon } = useTranslation("Common");
   const { t } = useTranslation("BuyNewInsurance");
   const states = t("States", { returnObjects: true });
   const options = t("Options", { returnObjects: true });
   const [option, setOption] = useState(options[0]);
   const [state, dispatch] = useReducer(reducer, initialState);
+  const [areExtensionsPresent, setAreExtensionsPresent] = useState(false);
+  const [modalShow, setModalShow] = useState(false);
   const [request, setRequestData] = useState({ ...initialState.request });
   const [requesting, setRequesting] = useState(false);
   const [errors, setErrors] = useState({});
@@ -46,6 +50,8 @@ export const BuyNewInsurance = () => {
     if (!formIsValid()) {
       return;
     }
+
+    const useWithoutExtension = sessionStorage.getItem("useWithoutExtensions") === "true";
     const body = {
       "callback-url": process.env.REACT_APP_DS_RETURN_URL + "/signing_complete",
       user: {
@@ -57,6 +63,7 @@ export const BuyNewInsurance = () => {
         state: request.state,
         zip_code: request.zipCode
       },
+      useWithoutExtension: useWithoutExtension,
       insurance: {
         detail1: {
           name: option.detail1,
@@ -71,6 +78,15 @@ export const BuyNewInsurance = () => {
     setRequesting(true);
 
     try {
+      if (!useWithoutExtension) {
+        const extensions = await api.getExtensions();
+        if(extensions.areExtensionsPresent === false){
+          setAreExtensionsPresent(true);
+          setModalShow(true);
+          return;
+        }
+      }
+
       const savedRequest = await api.buyNewInsurance(body, setShowJWTModal);
       dispatch({
         type: SEND_REQEUST_SUCCESS,
@@ -179,6 +195,25 @@ export const BuyNewInsurance = () => {
           />
           <ApiDescription />
         </div>
+
+        {areExtensionsPresent && (
+          <ExtensionsModal
+            show={modalShow}
+            onDownloadExtensions={
+                () => {
+                setModalShow(false);
+              }
+            }
+            onHide={
+                () => {
+                sessionStorage.setItem("useWithoutExtensions", "true");
+                setModalShow(false);
+              }
+            }
+            title={tCommon("DownloadExtensionsHeader")}
+            message= {tCommon("DownloadExtensionsMessage")}
+          />
+        )}
       </section>
     );
   } else {

client/src/pages/submitClaim/index.js

@@ -8,6 +8,7 @@ import * as insuranceAPI from "../../api/insuranceAPI";
 import { useTranslation } from "react-i18next";
 import LoggedUserContext from "../../contexts/logged-user/logged-user.context";
 import { checkUnlogged } from "../../api/auth";
+import { ExtensionsModal } from "../../components/ExtensionsModal.js";
 
 const initialState = {
   errors: [],
@@ -25,11 +26,14 @@ const initialState = {
 };
 
 export const SubmitClaim = () => {
+  const { t: tCommon } = useTranslation("Common");
   const { t } = useTranslation("SubmitClaim");
   const states = t("States", { returnObjects: true });
   const options = t("Options", { returnObjects: true });
   const [option, setOption] = useState(options[0]);
   const [state, dispatch] = useReducer(reducer, initialState);
+  const [areExtensionsPresent, setAreExtensionsPresent] = useState(false);
+  const [modalShow, setModalShow] = useState(false);
   const [request, setRequestData] = useState({ ...initialState.request });
   const [requesting, setRequesting] = useState(false);
   const [errors, setErrors] = useState({});
@@ -46,6 +50,7 @@ export const SubmitClaim = () => {
       return;
     }
 
+    const useWithoutExtension = sessionStorage.getItem("useWithoutExtensions") === "true";
     const body = {
       "callback-url": process.env.REACT_APP_DS_RETURN_URL + "/signing_complete",
       claim: {
@@ -58,17 +63,28 @@ export const SubmitClaim = () => {
         zip_code: request.zipCode,
         type: option.name,
         timestamp: date.toGMTString(),
-        description: request.description
+        description: request.description,
+        useWithoutExtension: useWithoutExtension
       }
     };
     setRequesting(true);
     try {
+      sessionStorage.setItem("useWithoutExtensions", "false");
+      if (!useWithoutExtension) {
+        const extensions = await insuranceAPI.getExtensions();
+        if(extensions.areExtensionsPresent === false){
+          setAreExtensionsPresent(true);
+          setModalShow(true);
+          return;
+        }
+      }
+
       const savedRequest = await insuranceAPI.submitClaim(body);
       dispatch({
         type: SEND_REQEUST_SUCCESS,
         payload: {
           envelopeId: savedRequest.envelope_id,
-          redirectUrl: savedRequest.redirect_url
+          redirectUrl: savedRequest.redirect_url,
         }
       });
     } catch (error) {
@@ -139,29 +155,49 @@ export const SubmitClaim = () => {
     setErrors(errors);
     return Object.keys(errors).length === 0;
   }
-
+  
   if (!state.redirectUrl) {
-    return (
-      <section className="container content-section">
-        <div className="row">
-          <RequestForm
-            request={request}
-            states={states}
-            options={options}
-            requesting={requesting}
-            onChange={handleChange}
-            onSelect={handleSelect}
-            onSave={handleSave}
-            errors={errors}
-            setDate={setDate}
-            setOption={setOption}
-            date={date}
-          />
-          <ApiDescription />
-        </div>
-      </section>
-    );
-  } else {
-    return <Frame src={state.redirectUrl} />;
-  }
+  return (
+    <section className="container content-section">
+      <div className="row">
+        <RequestForm
+          request={request}
+          states={states}
+          options={options}
+          requesting={requesting}
+          onChange={handleChange}
+          onSelect={handleSelect}
+          onSave={handleSave}
+          errors={errors}
+          setDate={setDate}
+          setOption={setOption}
+          date={date}
+        />
+        <ApiDescription />
+      </div>
+
+      {areExtensionsPresent && (
+        <ExtensionsModal
+          show={modalShow}
+          onDownloadExtensions={
+              () => {
+              setModalShow(false);
+            }
+          }
+          onHide={
+              () => {
+              sessionStorage.setItem("useWithoutExtensions", "true");
+              setModalShow(false);
+            }
+          }
+          title={tCommon("DownloadExtensionsHeader")}
+          message= {tCommon("DownloadExtensionsMessage")}
+        />
+      )}
+    </section>
+  );
+} else {
+  return <Frame src={state.redirectUrl} />;
+}
+
 };

server/app/api/requests.py

@@ -6,12 +6,40 @@
 from app.api.utils import process_error, check_token
 from app.document import DsDocument
 from app.envelope import Envelope
+from app.extensions import Extensions
 
 from .session_data import SessionData
+from app.ds_config import CONNECTED_FIELDS_BASE_HOST
+import json
 
 
 requests = Blueprint('requests', __name__)
 
+@requests.route('/extensionApps', methods=['GET'])
+@cross_origin()
+def extension_apps():
+    """Request for extension apps"""
+
+    access_token = session.get('access_token')
+    account_id = session.get('account_id')
+
+    try:
+        extensions = Extensions.getExtensions(account_id, access_token, CONNECTED_FIELDS_BASE_HOST)
+
+        session['extensions'] = json.dumps(extensions)
+        actual_app_ids = [item["appId"] for item in extensions]
+
+        address_extension_id = Extensions.getAddressExtensionId()
+        email_extension_ids = Extensions.getEmailExtensionIds()
+
+        has_required_app = address_extension_id in actual_app_ids
+        has_at_least_one_optional = any(app_id in actual_app_ids for app_id in email_extension_ids)
+
+        has_all_app_ids = has_required_app and has_at_least_one_optional
+    except ApiException as exc:
+        return process_error(exc)
+    return jsonify({'areExtensionsPresent': has_all_app_ids})
+
 
 @requests.route('/requests/claim', methods=['POST'])
 @cross_origin()
@@ -24,14 +52,20 @@ def submit_claim():
         return jsonify(message='Invalid JSON input'), 400
 
     claim = req_json['claim']
+    useWithoutExtension = claim['useWithoutExtension']
+
     envelope_args = {
         'signer_client_id': 1000,
         'ds_return_url': req_json['callback-url'],
     }
 
     try:
         # Create envelope
-        envelope = DsDocument.create_claim('submit-claim.html', claim, envelope_args)
+        if useWithoutExtension == True:
+            envelope = DsDocument.create_claim_without_extension('submit-claim.html', claim, envelope_args)
+        else:
+            extensions = json.loads(session.get('extensions'))
+            envelope = DsDocument.create_claim('submit-claim.html', claim, envelope_args, extensions)
         # Submit envelope to the Docusign
         envelope_id = Envelope.send(envelope, session)
     except ApiException as exc:
@@ -58,21 +92,31 @@ def buy_new_insurance():
         return jsonify(message='Invalid JSON input'), 400
 
     insurance_info = req_json['insurance']
+    useWithoutExtension = req_json['useWithoutExtension']
     user = req_json['user']
 
+    print("useWithoutExtension:", useWithoutExtension)
+
     envelope_args = {
         'signer_client_id': 1000,
         'ds_return_url': req_json['callback-url'],
         'gateway_account_id': os.environ.get('DS_PAYMENT_GATEWAY_ID'),
         'gateway_name': os.environ.get('DS_PAYMENT_GATEWAY_NAME'),
         'payment_display_name': os.environ.get('DS_PAYMENT_GATEWAY_DISPLAY_NAME'),
+
     }
 
     try:
         # Create envelope with payment
-        envelope = DsDocument.create_with_payment(
+        if useWithoutExtension == True:
+            envelope = DsDocument.create_with_payment_without_extension(
             'new-insurance.html', user, insurance_info, envelope_args
         )
+        else:
+            extensions = json.loads(session.get('extensions'))
+            envelope = DsDocument.create_with_payment(
+                'new-insurance.html', user, insurance_info, envelope_args, extensions
+            )
         # Submit envelope to the Docusign
         envelope_id = Envelope.send(envelope, session)
     except ApiException as exc: