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RomanBachaloSigmaSoftwareRomanBachaloSigmaSoftware
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add dynamic table to document generation (#147)
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5 files changed

+56
-10
lines changed

5 files changed

+56
-10
lines changed

‎app/ds_config_sample.py

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Original file line numberDiff line numberDiff line change
@@ -29,6 +29,7 @@
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"doc_terms_pdf": "Term_Of_Service.pdf",
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"doc_txt": "Welcome.txt",
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"doc_offer_letter": "Offer_Letter_Demo.docx",
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"doc_dynamic_table": "Offer_Letter_Dynamic_Table.docx",
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# Payment gateway information is optional
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"gateway_account_id": "{DS_PAYMENT_GATEWAY_ID}",
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"gateway_name": "stripe",

‎app/eSignature/examples/eg042_document_generation.py

Lines changed: 47 additions & 7 deletions
Original file line numberDiff line numberDiff line change
@@ -3,7 +3,7 @@
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from os import path
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from docusign_esign import EnvelopesApi, TemplatesApi, EnvelopeDefinition, Document, Signer, SignHere, \
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DateSigned, Tabs, Recipients, DocGenFormField, EnvelopeTemplate, TemplateRole, DocGenFormFields, \
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DocGenFormFieldRequest, Envelope
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DocGenFormFieldRequest, Envelope, DocGenFormFieldRowValue
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from ...consts import demo_docs_path, pattern
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from ...ds_config import DS_CONFIG
@@ -20,8 +20,9 @@ def get_args():
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"manager_name": pattern.sub("", request.form.get("manager_name")),
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"job_title": pattern.sub("", request.form.get("job_title")),
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"salary": pattern.sub("", request.form.get("salary")),
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"rsus": pattern.sub("", request.form.get("rsus")),
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"start_date": pattern.sub("", request.form.get("start_date")),
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"doc_file": path.join(demo_docs_path, DS_CONFIG["doc_offer_letter"])
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"doc_file": path.join(demo_docs_path, DS_CONFIG["doc_dynamic_table"])
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}
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args = {
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"account_id": session["ds_account_id"],
@@ -164,7 +165,7 @@ def recipient_tabs(cls):
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anchor_y_offset="-22"
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)
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date_signed = DateSigned(
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anchor_string="Date",
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anchor_string="Date Signed",
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anchor_units="pixels",
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anchor_y_offset="-22"
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)
@@ -197,6 +198,7 @@ def make_envelope(cls, template_id, args):
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#ds-snippet-start:eSign42Step7
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@classmethod
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def form_fields(cls, args, document_id_guid):
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bonus_value = "20%"
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doc_gen_form_field_request = DocGenFormFieldRequest(
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doc_gen_form_fields=[
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DocGenFormFields(
@@ -214,13 +216,51 @@ def form_fields(cls, args, document_id_guid):
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name="Job_Title",
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value=args["job_title"]
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),
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DocGenFormField(
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name="Salary",
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value=args["salary"]
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),
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DocGenFormField(
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name="Start_Date",
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value=args["start_date"]
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),
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DocGenFormField(
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name="Compensation_Package",
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type="TableRow",
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row_values=[
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DocGenFormFieldRowValue(
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doc_gen_form_field_list=[
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DocGenFormField(
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name="Compensation_Component",
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value="Salary"
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),
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DocGenFormField(
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name="Details",
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value=f"${args['salary']}"
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)
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]
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),
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DocGenFormFieldRowValue(
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doc_gen_form_field_list=[
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DocGenFormField(
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name="Compensation_Component",
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value="Bonus"
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),
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DocGenFormField(
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name="Details",
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value=bonus_value
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)
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]
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),
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DocGenFormFieldRowValue(
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doc_gen_form_field_list=[
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DocGenFormField(
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name="Compensation_Component",
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value="RSUs"
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),
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DocGenFormField(
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name="Details",
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value=args["rsus"]
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)
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]
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)
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]
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)
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]
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)

‎app/static/demo_documents/Offer_Letter_Dynamic_Table.docx

35.8 KB
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‎app/templates/eSignature/eg042_document_generation.html

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Original file line numberDiff line numberDiff line change
@@ -9,6 +9,7 @@
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{% set job_title_index = 3 %}
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{% set salary_index = 4 %}
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{% set start_date_index = 5 %}
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{% set rsus_index = 6 %}
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<form class="eg" action="" method="post" data-busy="form">
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{% if 'FormName' in example['Forms'][form_index] %}
@@ -36,15 +37,19 @@
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<label for="job_title">{{ example['Forms'][form_index]['Inputs'][job_title_index]['InputName'] }}</label>
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<select class="form-control" id="job_title" name="job_title">
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<option value="Software Engineer">Software Engineer</option>
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<option value="Product Manager">Product Manager</option>
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<option value="Sales Representative">Sales Representative</option>
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<option value="Account Executive">Account Executive</option>
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</select>
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</div>
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<div class="form-group">
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<label for="salary">{{ example['Forms'][form_index]['Inputs'][salary_index]['InputName'] }}</label>
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<input type="text" class="form-control" id="salary" placeholder="{{ example['Forms'][form_index]['Inputs'][salary_index]['InputPlaceholder'] }}" name="salary"
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required />
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</div>
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<div class="form-group">
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<label for="rsus">{{ example['Forms'][form_index]['Inputs'][rsus_index]['InputName'] }}</label>
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<input type="number" class="form-control" id="rsus" placeholder="{{ example['Forms'][form_index]['Inputs'][rsus_index]['InputPlaceholder'] }}" name="rsus"
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min="0" required />
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</div>
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<div class="form-group">
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<label for="start_date">{{ example['Forms'][form_index]['Inputs'][start_date_index]['InputName'] }}</label>
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<input type="date" class="form-control" id="start_date" placeholder="{{ example['Forms'][form_index]['Inputs'][start_date_index]['InputPlaceholder'] }}" name="start_date"

‎requirements.txt

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Original file line numberDiff line numberDiff line change
@@ -4,7 +4,7 @@ cffi==1.15.1
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chardet==5.1.0
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Click
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cryptography==39.0.0
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docusign-esign==3.24.0
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docusign-esign==3.26.0rc1
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docusign-rooms==1.3.0
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docusign-monitor==1.2.0
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docusign-click==1.4.0

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