Skip to content

Commit 842a384

Browse files
RomanBachaloSigmaSoftwareRomanBachaloSigmaSoftware
committed
changes for NDA
1 parent d36a155 commit 842a384

File tree

2 files changed

+109
-90
lines changed

2 files changed

+109
-90
lines changed

‎server/assets/templates/WORKFLOW_NDA.json‎

Lines changed: 12 additions & 12 deletions
Original file line numberDiff line numberDiff line change
@@ -2,7 +2,7 @@
22
"id": "0acc8f91-7042-4de2-8f28-df66dd22c282",
33
"name": "MyMaestro: NDA",
44
"userId": "8cb9aa3f-ceb6-4424-bdfc-f6ce2e16dad1",
5-
"accountId": "0820f9c5-0d81-489a-bcc9-8a0df87f44aa",
5+
"accountId": "8a1318df-e2d3-48af-ae26-27fa85fe80e9",
66
"createdDate": "2024-05-20T20:59:22.267Z",
77
"createdByName": "Paige Test",
88
"lastUpdatedDate": "2024-07-02T18:58:08.967Z",
@@ -35,13 +35,13 @@
3535
"source": "step",
3636
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca"
3737
},
38-
"HR Approver Name_c30c7afc-7d56-451c-b889-0a6488822fca": {
38+
"hrApproverName_c30c7afc-7d56-451c-b889-0a6488822fca": {
3939
"propertyName": "hrApproverName",
4040
"source": "step",
4141
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca",
4242
"type": "String"
4343
},
44-
"HR Approver Email_c30c7afc-7d56-451c-b889-0a6488822fca": {
44+
"hrApproverEmail_c30c7afc-7d56-451c-b889-0a6488822fca": {
4545
"propertyName": "hrApproverEmail",
4646
"source": "step",
4747
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca",
@@ -69,14 +69,14 @@
6969
"propertyName": "id",
7070
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca"
7171
},
72-
"HR Approver Name_c30c7afc-7d56-451c-b889-0a6488822fca": {
73-
"propertyName": "HR Approver Name",
72+
"hrApproverName_c30c7afc-7d56-451c-b889-0a6488822fca": {
73+
"propertyName": "hrApproverName",
7474
"source": "step",
7575
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca",
7676
"type": "String"
7777
},
78-
"HR Approver Email_c30c7afc-7d56-451c-b889-0a6488822fca": {
79-
"propertyName": "HR Approver Email",
78+
"hrApproverEmail_c30c7afc-7d56-451c-b889-0a6488822fca": {
79+
"propertyName": "hrApproverEmail",
8080
"source": "step",
8181
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca",
8282
"type": "String"
@@ -192,7 +192,7 @@
192192
"config": { "participantId": "756c29b4-45ba-4da2-bb55-0b5476ebad83" },
193193
"input": {
194194
"isEmbeddedSign": true,
195-
"documents": [{ "type": "FromDSTemplate", "eSignTemplateId": "4bf2cc6c-ef2d-4d4b-bb8c-9b3b77d1323b" }],
195+
"documents": [{ "type": "FromDSTemplate", "eSignTemplateId": "{templateId}" }],
196196
"emailSubject": "Please DocuSign the Mutual NDA",
197197
"emailBlurb": "",
198198
"recipients": {
@@ -225,7 +225,7 @@
225225
{
226226
"name": "Full Name",
227227
"value": {
228-
"propertyName": "HR Approver Name",
228+
"propertyName": "hrApproverName",
229229
"source": "step",
230230
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca",
231231
"type": "String"
@@ -305,7 +305,7 @@
305305
"requireAll": "false",
306306
"name": "First Party",
307307
"value": {
308-
"propertyName": "HR Approver Name",
308+
"propertyName": "hrApproverName",
309309
"source": "step",
310310
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca",
311311
"type": "String"
@@ -377,13 +377,13 @@
377377
"agentCanEditName": "false",
378378
"requireUploadSignature": "false",
379379
"name": {
380-
"propertyName": "HR Approver Name",
380+
"propertyName": "hrApproverName",
381381
"source": "step",
382382
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca",
383383
"type": "String"
384384
},
385385
"email": {
386-
"propertyName": "HR Approver Email",
386+
"propertyName": "hrApproverEmail",
387387
"source": "step",
388388
"stepId": "c30c7afc-7d56-451c-b889-0a6488822fca",
389389
"type": "String"

‎server/services/workflowsService.js‎

Lines changed: 97 additions & 78 deletions
Original file line numberDiff line numberDiff line change
@@ -85,7 +85,7 @@ class WorkflowsService {
8585
};
8686
};
8787

88-
static createWorkflow = async ({ templateId, accessToken, basePath, accountId, templateType }) => {
88+
static createWorkflow2 = async ({ templateId, accessToken, basePath, accountId, templateType }) => {
8989
const signerId = uuid.v4();
9090
const ccId = uuid.v4();
9191
const triggerId = 'wfTrigger';
@@ -101,12 +101,12 @@ class WorkflowsService {
101101

102102
const dacIdField = `dacId_${triggerId}`;
103103
const idField = `id_${triggerId}`;
104-
const signerNameField = `signerName_${triggerId}`;
105-
const signerEmailField = `signerEmail_${triggerId}`;
106-
const ccNameField = `ccName_${triggerId}`;
107-
const ccEmailField = `ccEmail_${triggerId}`;
108-
// const hrApproverNameField = `hrApproverName_${triggerId}`;
109-
// const hrApproverEmailField = `hrApproverEmail_${triggerId}`;
104+
// const signerNameField = `signerName_${triggerId}`;
105+
// const signerEmailField = `signerEmail_${triggerId}`;
106+
// const ccNameField = `ccName_${triggerId}`;
107+
// const ccEmailField = `ccEmail_${triggerId}`;
108+
const hrApproverNameField = `hrApproverName_${triggerId}`;
109+
const hrApproverEmailField = `hrApproverEmail_${triggerId}`;
110110
const trigger = docusign.DSWorkflowTrigger.constructFromObject({
111111
name: 'Get_URL',
112112
type: 'Http',
@@ -128,36 +128,36 @@ class WorkflowsService {
128128
stepId: triggerId,
129129
},
130130

131-
// [hrApproverNameField]: {
132-
// source: 'step',
133-
// propertyName: 'hrApproverName',
134-
// stepId: triggerId,
135-
// },
136-
// [hrApproverEmailField]: {
137-
// source: 'step',
138-
// propertyName: 'hrApproverEmail',
139-
// stepId: triggerId,
140-
// },
141-
[signerNameField]: {
142-
source: 'step',
143-
propertyName: 'signerName',
144-
stepId: triggerId,
145-
},
146-
[signerEmailField]: {
147-
source: 'step',
148-
propertyName: 'signerEmail',
149-
stepId: triggerId,
150-
},
151-
[ccNameField]: {
131+
[hrApproverNameField]: {
152132
source: 'step',
153-
propertyName: 'ccName',
133+
propertyName: 'hrApproverName',
154134
stepId: triggerId,
155135
},
156-
[ccEmailField]: {
136+
[hrApproverEmailField]: {
157137
source: 'step',
158-
propertyName: 'ccEmail',
138+
propertyName: 'hrApproverEmail',
159139
stepId: triggerId,
160140
},
141+
// [signerNameField]: {
142+
// source: 'step',
143+
// propertyName: 'signerName',
144+
// stepId: triggerId,
145+
// },
146+
// [signerEmailField]: {
147+
// source: 'step',
148+
// propertyName: 'signerEmail',
149+
// stepId: triggerId,
150+
// },
151+
// [ccNameField]: {
152+
// source: 'step',
153+
// propertyName: 'ccName',
154+
// stepId: triggerId,
155+
// },
156+
// [ccEmailField]: {
157+
// source: 'step',
158+
// propertyName: 'ccEmail',
159+
// stepId: triggerId,
160+
// },
161161
},
162162
participants: {},
163163
},
@@ -182,36 +182,36 @@ class WorkflowsService {
182182
stepId: triggerId,
183183
}),
184184

185-
// [hrApproverNameField]: docusign.DSWorkflowVariableRecord.constructFromObject({
186-
// source: 'step',
187-
// propertyName: 'hrApproverName',
188-
// stepId: triggerId,
189-
// }),
190-
// [hrApproverEmailField]: docusign.DSWorkflowVariableRecord.constructFromObject({
191-
// source: 'step',
192-
// propertyName: 'hrApproverEmail',
193-
// stepId: triggerId,
194-
// }),
195-
[signerNameField]: docusign.DSWorkflowVariableRecord.constructFromObject({
185+
[hrApproverNameField]: docusign.DSWorkflowVariableRecord.constructFromObject({
196186
source: 'step',
197-
propertyName: 'signerName',
187+
propertyName: 'hrApproverName',
198188
stepId: triggerId,
199189
}),
200-
[signerEmailField]: docusign.DSWorkflowVariableRecord.constructFromObject({
190+
[hrApproverEmailField]: docusign.DSWorkflowVariableRecord.constructFromObject({
201191
source: 'step',
202-
propertyName: 'signerEmail',
203-
stepId: triggerId,
204-
}),
205-
[ccNameField]: docusign.DSWorkflowVariableRecord.constructFromObject({
206-
source: 'step',
207-
propertyName: 'ccName',
208-
stepId: triggerId,
209-
}),
210-
[ccEmailField]: docusign.DSWorkflowVariableRecord.constructFromObject({
211-
source: 'step',
212-
propertyName: 'ccEmail',
192+
propertyName: 'hrApproverEmail',
213193
stepId: triggerId,
214194
}),
195+
// [signerNameField]: docusign.DSWorkflowVariableRecord.constructFromObject({
196+
// source: 'step',
197+
// propertyName: 'signerName',
198+
// stepId: triggerId,
199+
// }),
200+
// [signerEmailField]: docusign.DSWorkflowVariableRecord.constructFromObject({
201+
// source: 'step',
202+
// propertyName: 'signerEmail',
203+
// stepId: triggerId,
204+
// }),
205+
// [ccNameField]: docusign.DSWorkflowVariableRecord.constructFromObject({
206+
// source: 'step',
207+
// propertyName: 'ccName',
208+
// stepId: triggerId,
209+
// }),
210+
// [ccEmailField]: docusign.DSWorkflowVariableRecord.constructFromObject({
211+
// source: 'step',
212+
// propertyName: 'ccEmail',
213+
// stepId: triggerId,
214+
// }),
215215

216216
envelopeId_step2: docusign.DSWorkflowVariableRecord.constructFromObject({
217217
source: 'step',
@@ -252,14 +252,14 @@ class WorkflowsService {
252252
{
253253
name: {
254254
source: 'step',
255-
// propertyName: 'hrApproverName',
256-
propertyName: 'signerName',
255+
propertyName: 'hrApproverName',
256+
// propertyName: 'signerName',
257257
stepId: triggerId,
258258
},
259259
email: {
260260
source: 'step',
261-
// propertyName: 'hrApproverEmail',
262-
propertyName: 'signerEmail',
261+
propertyName: 'hrApproverEmail',
262+
// propertyName: 'signerEmail',
263263
stepId: triggerId,
264264
},
265265
},
@@ -268,8 +268,8 @@ class WorkflowsService {
268268
CustomMessage: 'Follow this link to access and complete the workflow.',
269269
ParticipantFullName: {
270270
source: 'step',
271-
// propertyName: 'hrApproverName',
272-
propertyName: 'signerName',
271+
propertyName: 'hrApproverName',
272+
// propertyName: 'signerName',
273273
stepId: triggerId,
274274
},
275275
},
@@ -568,14 +568,14 @@ class WorkflowsService {
568568
requireUploadSignature: 'false',
569569
name: {
570570
source: 'step',
571-
// propertyName: 'hrApproverName',
572-
propertyName: 'signerName',
571+
propertyName: 'hrApproverName',
572+
// propertyName: 'signerName',
573573
stepId: triggerId,
574574
},
575575
email: {
576576
source: 'step',
577-
// propertyName: 'hrApproverEmail',
578-
propertyName: 'signerEmail',
577+
propertyName: 'hrApproverEmail',
578+
// propertyName: 'signerEmail',
579579
stepId: triggerId,
580580
},
581581
recipientId: '1',
@@ -599,14 +599,14 @@ class WorkflowsService {
599599
agentCanEditName: 'false',
600600
name: {
601601
source: 'step',
602-
// propertyName: 'hrApproverName',
603-
propertyName: 'ccName',
602+
propertyName: 'hrApproverName',
603+
// propertyName: 'ccName',
604604
stepId: triggerId,
605605
},
606606
email: {
607607
source: 'step',
608-
// propertyName: 'hrApproverEmail',
609-
propertyName: 'ccEmail',
608+
propertyName: 'hrApproverEmail',
609+
// propertyName: 'ccEmail',
610610
stepId: triggerId,
611611
},
612612
recipientId: '2',
@@ -692,6 +692,19 @@ class WorkflowsService {
692692
return workflow;
693693
};
694694

695+
static createWorkflow = async ({ templateId, accessToken, basePath, accountId }) => {
696+
const wdefinition = require('../assets/templates/WORKFLOW_NDA.json');
697+
const workflowDefinition = wdefinition;
698+
699+
this.dsApiClient.setBasePath(basePath);
700+
this.dsApiClient.addDefaultHeader('Authorization', `Bearer ${accessToken}`);
701+
702+
const workflowManagementApi = new docusign.WorkflowManagementApi(this.dsApiClient);
703+
const workflow = await workflowManagementApi.createWorkflowDefinition(workflowDefinition, accountId);
704+
705+
return workflow;
706+
};
707+
695708
static getWorkflowDefinition = async args => {
696709
this.dsApiClient.setBasePath(args.basePath);
697710
this.dsApiClient.addDefaultHeader('Authorization', `Bearer ${args.accessToken}`);
@@ -762,18 +775,24 @@ class WorkflowsService {
762775
const mtsec = args.mtsec;
763776

764777
const triggerPayload = docusign.TriggerPayload.constructFromObject({
765-
instanceName: args.instanceName,
778+
// instanceName: args.instanceName,
766779
participant: {},
767-
payload: {
768-
signerEmail: args.signerEmail,
769-
signerName: args.signerName,
770-
ccEmail: args.ccEmail,
771-
ccName: args.ccName,
772-
},
773780
// payload: {
774-
// hrApproverName: 'test3',
775-
// hrApproverEmail: '[email protected]',
781+
// signerEmail: args.signerEmail,
782+
// signerName: args.signerName,
783+
// ccEmail: args.ccEmail,
784+
// ccName: args.ccName,
776785
// },
786+
payload: {
787+
hrApproverName: 'test3',
788+
hrApproverEmail: '[email protected]',
789+
employee_email: {
790+
value: 'sdgsdg',
791+
},
792+
employee_name: {
793+
value: 'sdgsdg',
794+
},
795+
},
777796
metadata: {},
778797
});
779798

0 commit comments

Comments
 (0)