Merge pull request #161 from docusign/feature/embedded-sending-update

Embedded sending example updates

Author: paigesrossi

Gemfile

@@ -70,7 +70,7 @@ end
 
 gem 'docusign_admin', '~> 1.3.0'
 gem 'docusign_click', '~> 1.4.0'
-gem 'docusign_esign', '~> 3.27.0.rc1'
+gem 'docusign_esign', '~> 4.0.0.rc1'
 gem 'docusign_maestro', '~> 1.0.0.rc1'
 gem 'docusign_monitor', '~> 1.2.0'
 gem 'docusign_rooms', '~> 1.3.0'

Gemfile.lock

@@ -72,6 +72,7 @@ GEM
       io-like (~> 0.3.0)
     ast (2.4.2)
     base64 (0.2.0)
+    bigdecimal (3.1.8)
     bindex (0.8.1)
     bootsnap (1.7.7)
       msgpack (~> 1.0)
@@ -110,7 +111,7 @@ GEM
       json (~> 2.1, >= 2.1.0)
       jwt (~> 2.2, >= 2.2.1)
       typhoeus (~> 1.0, >= 1.0.1)
-    docusign_esign (3.27.0.rc1)
+    docusign_esign (4.0.0.rc1)
       addressable (~> 2.7, >= 2.7.0)
       json (~> 2.1, >= 2.1.0)
       jwt (~> 2.2, >= 2.2.1)
@@ -143,7 +144,7 @@ GEM
     globalid (1.2.1)
       activesupport (>= 6.1)
     hashie (5.0.0)
-    i18n (1.14.4)
+    i18n (1.14.5)
       concurrent-ruby (~> 1.0)
     io-like (0.3.1)
     jbuilder (2.11.5)
@@ -165,14 +166,15 @@ GEM
       net-smtp
     marcel (1.0.4)
     matrix (0.4.2)
-    method_source (1.0.0)
+    method_source (1.1.0)
     mini_mime (1.1.5)
     minitest (5.22.3)
     msgpack (1.7.2)
-    multi_xml (0.6.0)
+    multi_xml (0.7.1)
+      bigdecimal (~> 3.1)
     net-http (0.4.1)
       uri
-    net-imap (0.4.10)
+    net-imap (0.4.11)
       date
       net-protocol
     net-pop (0.1.2)
@@ -181,10 +183,10 @@ GEM
       timeout
     net-smtp (0.5.0)
       net-protocol
-    nio4r (2.7.1)
-    nokogiri (1.16.3-x64-mingw-ucrt)
+    nio4r (2.7.3)
+    nokogiri (1.16.5-x64-mingw-ucrt)
       racc (~> 1.4)
-    nokogiri (1.16.3-x86_64-linux)
+    nokogiri (1.16.5-x86_64-linux)
       racc (~> 1.4)
     oauth2 (2.0.9)
       faraday (>= 0.17.3, < 3.0)
@@ -200,11 +202,11 @@ GEM
     omniauth-oauth2 (1.8.0)
       oauth2 (>= 1.4, < 3)
       omniauth (~> 2.0)
-    omniauth-rails_csrf_protection (1.0.1)
+    omniauth-rails_csrf_protection (1.0.2)
       actionpack (>= 4.2)
       omniauth (~> 2.0)
     parallel (1.24.0)
-    parser (3.3.0.5)
+    parser (3.3.1.0)
       ast (~> 2.4.1)
       racc
     power_assert (2.0.3)
@@ -258,7 +260,7 @@ GEM
     rb-fsevent (0.11.2)
     rb-inotify (0.10.1)
       ffi (~> 1.0)
-    regexp_parser (2.9.0)
+    regexp_parser (2.9.1)
     rexml (3.2.6)
     rubocop (1.48.1)
       json (~> 2.3)
@@ -270,8 +272,8 @@ GEM
       rubocop-ast (>= 1.26.0, < 2.0)
       ruby-progressbar (~> 1.7)
       unicode-display_width (>= 2.4.0, < 3.0)
-    rubocop-ast (1.31.2)
-      parser (>= 3.3.0.4)
+    rubocop-ast (1.31.3)
+      parser (>= 3.3.1.0)
     ruby-progressbar (1.13.0)
     rubyzip (2.3.2)
     sass-rails (6.0.0)
@@ -335,7 +337,7 @@ GEM
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.6.13)
+    zeitwerk (2.6.14)
 
 PLATFORMS
   x64-mingw-ucrt
@@ -349,7 +351,7 @@ DEPENDENCIES
   coffee-rails (~> 5.0.0)
   docusign_admin (~> 1.3.0)
   docusign_click (~> 1.4.0)
-  docusign_esign (~> 3.27.0.rc1)
+  docusign_esign (~> 4.0.0.rc1)
   docusign_maestro (~> 1.0.0.rc1)
   docusign_monitor (~> 1.2.0)
   docusign_rooms (~> 1.3.0)

app/services/e_sign/eg011_embedded_sending_service.rb

@@ -19,12 +19,10 @@ def worker
 
     #ds-snippet-start:eSign11Step3
     # Create the sender view
-    view_request = DocuSign_eSign::ReturnUrlRequest.new({ returnUrl: args[:ds_return_url] })
+    view_request = envelope_view_request(args)
     envelope_api = create_envelope_api(args)
     results = envelope_api.create_sender_view args[:account_id], envelope_id, view_request
-    # Switch to the Recipients/Documents view if requested by the user in the form
     url = results.url
-    url = url.sub! 'send=1', 'send=0' if args[:starting_view] == 'recipient'
     { 'envelope_id' => envelope_id, 'redirect_url' => url }
     #ds-snippet-end:eSign11Step3
   end
@@ -148,6 +146,40 @@ def make_envelope(envelope_args)
     envelope_definition
   end
 
+  #ds-snippet-start:eSign11Step3
+  def envelope_view_request(args)
+    DocuSign_eSign::EnvelopeViewRequest.new(
+      returnUrl: args[:ds_return_url],
+      viewAccess: 'envelope',
+      settings: DocuSign_eSign::EnvelopeViewSettings.new(
+        startingScreen: args[:starting_view],
+        sendButtonAction: 'send',
+        showBackButton: 'false',
+        backButtonAction: 'previousPage',
+        showHeaderActions: 'false',
+        showDiscardAction: 'false',
+        lockToken: '',
+        recipientSettings: DocuSign_eSign::EnvelopeViewRecipientSettings.new(
+          showEditRecipients: 'false',
+          showContactsList: 'false'
+        ),
+        documentSettings: DocuSign_eSign::EnvelopeViewDocumentSettings.new(
+          showEditDocuments: 'false',
+          showEditDocumentVisibility: 'false',
+          showEditPages: 'false'
+        ),
+        taggerSettings: DocuSign_eSign::EnvelopeViewTaggerSettings.new(
+          paletteSections: 'default',
+          paletteDefault: 'custom'
+        ),
+        templateSettings: DocuSign_eSign::EnvelopeViewTemplateSettings.new(
+          showMatchingTemplatesPrompt: 'true'
+        )
+      )
+    )
+  end
+  #ds-snippet-end:eSign11Step3
+
   def create_document1(args)
     "
     <!DOCTYPE html>

app/views/e_sign/eeg011_embedded_sending/get.html.erb

@@ -15,8 +15,8 @@
     <div class="form-group">
       <label for="starting_view"><%= @example["Forms"][form_index]["Inputs"][view_index]["InputName"] %></label>
       <select id="starting_view" name="starting_view" class="form-control">
-        <option value="tagging" selected>Tagging view</option>
-        <option value="recipient">Recipient &amp; Documents view</option>
+        <option value="Tagger" selected>Tagging view</option>
+        <option value="Prepare">Prepare view</option>
       </select>
     </div>
     <div class="form-group">