Implement save methods for Envelope, Recipient, Document

lib/docurest.rb

@@ -10,6 +10,7 @@ require "docurest/base"
 
 require "docurest/envelope"
 require "docurest/envelope/document"
+require "docurest/envelope/email"
 require "docurest/envelope/email_settings"
 require "docurest/envelope/recipient"
 require "docurest/envelope/recipient/tab"

lib/docurest/base.rb

@@ -2,17 +2,24 @@ module Docurest
   class Base
     extend Docurest::Field
 
+    def self.hash_by_type(array)
+      array.each_with_object(Hash.new { |h,k| h[k] = [] }) do |value, hash|
+        hash[value.type.to_sym] << value.to_h
+      end
+    end
+
     def initialize(attributes = {})
       self.attributes = attributes
     end
 
     def persisted?
-      !guid.nil?
+      @persisted || (respond_to?(:guid) && guid)
     end
 
     private
 
     def attributes=(attributes)
+      return unless attributes
       attributes.each do |key, value|
         send "#{key}=", value if respond_to?("#{key}=")
       end

lib/docurest/envelope.rb

@@ -1,5 +1,17 @@
 module Docurest
   class Envelope < Docurest::Base
+    def self.list_status(from_date:, status: 'Any')
+      result = Docurest.client.get "/envelopes/status",
+        from_date: from_date, status: 'Any'
+      result['envelopes'].map { |envelope| new envelope }
+    end
+
+    def self.list(from_date:, status: 'Any')
+      result = Docurest.client.get "/envelopes",
+        from_date: from_date, status: status
+      result['envelopes'].map { |envelope| new envelope }
+    end
+
     def self.get(guid)
       new(guid: guid).fetch
     end
@@ -15,14 +27,27 @@ module Docurest
     field :initial_sent_at, :initialSentDateTime, :date_time
     field :sent_at, :sentDateTime, :date_time
     field :completed_at, :completedDateTime, :date_time
+    field :status_at, :statusDateTime, :date_time
     field :status_changed_at, :statusChangedDateTime, :date_time
 
     field :custom_fields, :customFields
 
     field :email_settings, :emailSettings, ->(value) { Docurest::Envelope::EmailSettings.new value }
 
-    association(:recipients) { Docurest::Envelope::Recipient.list(guid) }
-    association(:documents) { Docurest::Envelope::Document.list(guid) }
+    association(:recipients, :envelope_id) { Docurest::Envelope::Recipient.list(guid) }
+    def save_recipients
+      Docurest::Envelope::Recipient.save recipients
+    end
+
+    association(:documents, :envelope_id) { Docurest::Envelope::Document.list(guid) }
+
+    def audit_event
+      Docurest.client.get "/envelopes/#{guid}/audit_events"
+    end
+
+    def email_settings
+      @email_settings ||= Docurest::Envelope::EmailSettings.new(envelope_id: guid).fetch
+    end
 
     def fetch
       self.attributes = Docurest.client.get "/envelopes/#{guid}" if persisted?
@@ -37,6 +62,15 @@ module Docurest
       Docurest.client.put "/envelopes/#{guid}", {status: :voided, voidedReason: reason}
     end
 
+    def save
+      result = if persisted?
+        Docurest.client.put "/envelopes/#{guid}", to_h
+      else
+        Docurest.client.post "/envelopes", to_h
+      end
+      self.attributes = result
+    end
+
     def to_h
       {
         status: status,
@@ -44,11 +78,15 @@ module Docurest
         emailBlurb: emailBlurb,
         emailSettings: emailSettings.to_h,
         documents: documents.map(&:to_h),
-        recipients: recipients.each_with_object({}) do |recipient, hash|
-          hash[recipient.type] = recipient.to_h
-        end,
-        customFields: customFields || []
+        recipients: Docurest::Base.hash_by_type(recipients),
+        files: files,
       }
     end
+
+    private
+
+    def files
+      Hash[documents.map(&:upload)]
+    end
   end
 end

lib/docurest/envelope/document.rb

@@ -2,6 +2,8 @@ module Docurest
   class Envelope::Document < Docurest::Base
     def self.list(envelope_id)
       result = Docurest.client.get "/envelopes/#{envelope_id}/documents"
+      return [] unless result.key?('envelopeDocuments')
+
       result['envelopeDocuments'].map do |doc|
         new doc.merge(envelope_id: envelope_id)
       end
@@ -21,6 +23,11 @@ module Docurest
 
     attr_writer :file
 
+    def initialize(attribute = {})
+      @content = 'application/pdf'
+      super
+    end
+
     def delete
       self.class.delete(envelope_id, [id])
     end
@@ -39,8 +46,12 @@ module Docurest
       end
     end
 
+    def upload
+      ["file#{id}", UploadIO.new(file, content, name, 'Content-Disposition' => "file; documentid=#{id}")]
+    end
+
     def to_h
-      {documentId: documentId}
+      {documentId: documentId, name: name}
     end
   end
 end

lib/docurest/envelope/email.rb

@@ -0,0 +1,11 @@
+module Docurest
+  class Envelope::Email < Docurest::Base
+    field :subject, :emailSubject
+    field :body, :emailBody
+    field :language, :supportedLanguage
+
+    def to_h
+      {emailSubject: emailSubject, emailBody: emailBody, supportedLanguage: supportedLanguage}
+    end
+  end
+end

lib/docurest/envelope/email_settings.rb

@@ -1,14 +1,48 @@
 module Docurest
   class Envelope::EmailSettings < Docurest::Base
+    field :envelope_id
     field :name, :replyEmailNameOverride
     field :email, :replyEmailAddressOverride
     field :bcc, :bccEmailAddresses
+    field :persisted
+
+    def delete
+      return unless envelope_id
+      Docurest.client.delete url, parse_json: false
+    end
+
+    def fetch
+      return self unless envelope_id
+      result = Docurest.client.get url
+
+      unless result.key?("errorCode")
+        self.attributes = result
+        self.persisted = true
+      end
+
+      self
+    end
+
+    def save
+      return unless envelope_id
+      if persisted?
+        Docurest.client.put url, to_h
+      else
+        Docurest.client.post url, to_h
+      end
+    end
 
     def to_h
       {
-        replyEmailAddressOverride: replyEmailNameOverride,
+        replyEmailAddressOverride: replyEmailAddressOverride,
         replyEmailNameOverride: replyEmailNameOverride
       }
     end
+
+    private
+
+    def url
+      "/envelopes/#{envelope_id}/email_settings"
+    end
   end
 end

lib/docurest/envelope/recipient.rb

@@ -12,6 +12,13 @@ module Docurest
       end
     end
 
+    def self.save(recipients)
+      Array(recipients).group_by(&:envelope_id).each do |envelope_id, array|
+        next unless envelope_id
+        Docurest.client.put "/envelopes/#{envelope_id}/recipients", Docurest::Base.hash_by_type(array)
+      end
+    end
+
     field :id, :recipientId, :integer
     field :guid, :recipientIdGuid
     field :envelope_id
@@ -24,11 +31,26 @@ module Docurest
     field :type
     field :signed_at, :signedDateTime, :date_time
     field :delivered_at, :deliveredDateTime, :date_time
+    field :email_notification, :emailNotification, ->(value) { Docurest::Envelope::Email.new value }
 
     association(:tabs) { Docurest::Envelope::Recipient::Tab.list(envelope_id, guid) }
 
+    def initialize(attributes = {})
+      @type = :signers
+      super
+    end
+
     def to_h
-      {recipientId: recipientId}
+      {
+        recipientId: recipientId,
+        name: name,
+        email: email,
+        customFields: customFields,
+        emailNotification: email_notification.to_h,
+        routingOrder: routingOrder,
+        note: note,
+        tabs: Docurest::Base.hash_by_type(tabs),
+      }
     end
   end
 end

lib/docurest/envelope/recipient/tab.rb

@@ -10,9 +10,11 @@ module Docurest
 
     field :guid
     field :name
+    field :type
     field :tab_label, :tabLabel
     field :scale_value, :scaleValue, :float
     field :optional, nil, :boolean
+    field :required, nil, :boolean
     field :document_id, :documentId
     field :page_number, :pageNumber, :integer
     field :recipient_guid, :recipientId
@@ -23,6 +25,24 @@ module Docurest
     field :anchor_x_offset, :anchorXOffset
     field :anchor_y_offset, :anchorYOffset
     field :anchor_units, :anchorUnits
+
+    def to_h
+      {
+        name: name,
+        tabLabel: tabLabel,
+        scaleValue: scaleValue,
+        optional: optional,
+        required: required,
+        documentId: documentId,
+        pageNumber: pageNumber,
+        xPosition: xPosition,
+        yPosition: yPosition,
+        anchorString: anchorString,
+        anchorXOffset: anchorXOffset,
+        anchorYOffset: anchorYOffset,
+        anchorUnits: anchorUnits,
+      }
+    end
   end
 end
 

lib/docurest/field.rb

@@ -30,11 +30,23 @@ module Docurest
       end
     end
 
-    def association(klass, &block)
+    def association(klass, parent_field = nil, &block)
+      singular = klass[-1] == 's' ? klass[0..-2] : klass
+
       define_method(klass) do
         instance_variable_get(:"@#{klass}") ||
           instance_variable_set(:"@#{klass}", persisted? ? instance_eval(&block) : [])
       end
+      define_method("#{klass}=") do |values|
+        values.each { |value| send "add_#{singular}", value }
+      end
+      define_method("add_#{singular}") do |value|
+        values = send(klass)
+
+        value.send("#{parent_field}=", guid) if parent_field
+        value.id = values.length + 1 unless value.id
+        values << value
+      end
     end
   end
 end

lib/docurest/login.rb

@@ -1,9 +1,8 @@
 module Docurest
   class Login < Docurest::Base
     def self.information(api_password: false, guid: true, settings: :none)
-      result = Docurest.client.get '/login_information',
-        {api_password: api_password,  include_account_id_guid: guid, login_settings: settings},
-        use_base_url: false
+      result = Docurest.client.get '/login_information', use_base_url: false,
+        api_password: api_password,  include_account_id_guid: guid, login_settings: settings
 
       {
         api_password: result['apiPassword'],