CFR part 11 example

Author: karissarjacobsen

Gemfile

@@ -69,7 +69,7 @@ end
 
 gem 'docusign_admin', '~> 1.1.0'
 gem 'docusign_click', '~> 1.0.0'
-gem 'docusign_esign', '~> 3.17.0'
+gem 'docusign_esign', '~> 3.19.0'
 gem 'docusign_monitor', '~> 1.1.0'
 gem 'docusign_rooms', '~> 1.2.0.rc1'
 gem 'omniauth-oauth2', '~> 1.7.1'

Gemfile.lock

@@ -108,7 +108,7 @@ GEM
       json (~> 2.1, >= 2.1.0)
       jwt (~> 2.2, >= 2.2.1)
       typhoeus (~> 1.0, >= 1.0.1)
-    docusign_esign (3.17.0)
+    docusign_esign (3.19.0)
       addressable (~> 2.7, >= 2.7.0)
       json (~> 2.1, >= 2.1.0)
       jwt (~> 2.2, >= 2.2.1)
@@ -131,6 +131,7 @@ GEM
       faraday-net_http (>= 2.0, < 3.1)
       ruby2_keywords (>= 0.0.4)
     faraday-net_http (3.0.0)
+    ffi (1.15.5)
     ffi (1.15.5-x64-mingw-ucrt)
     globalid (1.0.0)
       activesupport (>= 5.0)
@@ -168,6 +169,8 @@ GEM
     nio4r (2.5.8)
     nokogiri (1.13.8-x64-mingw-ucrt)
       racc (~> 1.4)
+    nokogiri (1.13.8-x86_64-darwin)
+      racc (~> 1.4)
     oauth2 (2.0.9)
       faraday (>= 0.17.3, < 3.0)
       jwt (>= 1.0, < 3.0)
@@ -310,6 +313,7 @@ GEM
 
 PLATFORMS
   x64-mingw-ucrt
+  x86_64-darwin-21
 
 DEPENDENCIES
   bootsnap (~> 1.7.3)
@@ -319,7 +323,7 @@ DEPENDENCIES
   coffee-rails (~> 5.0.0)
   docusign_admin (~> 1.1.0)
   docusign_click (~> 1.0.0)
-  docusign_esign (~> 3.17.0)
+  docusign_esign (~> 3.19.0)
   docusign_monitor (~> 1.1.0)
   docusign_rooms (~> 1.2.0.rc1)
   jbuilder (~> 2.11.5)

app/controllers/ds_common_controller.rb

@@ -10,6 +10,7 @@ def index
   end
 
   def handle_redirects
+    minimum_buffer_min = 10
     if Rails.configuration.quickstart
       @manifest = Utils::ManifestUtils.new.get_manifest(Rails.configuration.eSignManifestUrl)
 
@@ -18,10 +19,22 @@ def handle_redirects
         session[:quickstarted] = true
         redirect_to '/auth/docusign'
       elsif session[:been_here].nil?
-        redirect_to '/eg001'
+        enableCFR = ESign::GetDataService.new(session[:ds_access_token], session[:ds_base_path]).is_cfr(session[:ds_account_id])
+        if enableCFR == "enabled"
+          session[:status_cfr] = "enabled"
+          redirect_to '/eg041'
+        else
+          redirect_to '/eg001'
+        end
       else
         render_examples
       end
+    elsif session[:ds_access_token].present?
+      enableCFR = ESign::GetDataService.new(session[:ds_access_token], session[:ds_base_path]).is_cfr(session[:ds_account_id])
+      if enableCFR == "enabled"
+        session[:status_cfr] = "enabled"
+      end
+      render_examples
     else
       render_examples
     end
@@ -41,7 +54,9 @@ def render_examples
     elsif session[:examples_API] == 'Admin'
       render 'admin_api/index'
     else
+      @status_cfr = session[:status_cfr]
       session[:examples_API] = 'eSignature'
+      render 'ds_common/index'
     end
   end
 

app/controllers/e_sign/eg014_collect_payment_controller.rb

@@ -5,27 +5,40 @@ class ESign::Eg014CollectPaymentController < EgController
   before_action -> { @example = Utils::ManifestUtils.new.get_example(@manifest, 14) }
 
   def create
-    envelope_args = {
-      signer_email: param_gsub(params['signerEmail']),
-      signer_name: param_gsub(params['signerName']),
-      cc_email: param_gsub(params['ccEmail']),
-      cc_name: param_gsub(params['ccName']),
-      gateway_account_id: Rails.application.config.gateway_account_id,
-      gateway_name: Rails.application.config.gateway_name,
-      gateway_display_name: Rails.application.config.gateway_display_name
-    }
-    args = {
-      account_id: session['ds_account_id'],
-      base_path: session['ds_base_path'],
-      access_token: session['ds_access_token'],
-      envelope_args: envelope_args
-    }
+    begin
+      envelope_args = {
+        signer_email: param_gsub(params['signerEmail']),
+        signer_name: param_gsub(params['signerName']),
+        cc_email: param_gsub(params['ccEmail']),
+        cc_name: param_gsub(params['ccName']),
+        gateway_account_id: Rails.application.config.gateway_account_id,
+        gateway_name: Rails.application.config.gateway_name,
+        gateway_display_name: Rails.application.config.gateway_display_name
+      }
+      args = {
+        account_id: session['ds_account_id'],
+        base_path: session['ds_base_path'],
+        access_token: session['ds_access_token'],
+        envelope_args: envelope_args
+      }
 
-    results = ESign::Eg014CollectPaymentService.new(args).worker
-    @title = @example['ExampleName']
-    @message = format_string(@example['ResultsPageText'], results[:envelope_id])
-    render 'ds_common/example_done'
-  rescue DocuSign_eSign::ApiError => e
-    handle_error(e)
+      results = ESign::Eg014CollectPaymentService.new(args).worker
+      @title = @example['ExampleName']
+      @message = format_string(@example['ResultsPageText'], results[:envelope_id])
+      render 'ds_common/example_done'
+    rescue DocuSign_eSign::ApiError => e
+      handle_error(e)
+    end
+  end
+
+  def get
+    enableCFR = ESign::GetDataService.new(session[:ds_access_token], session[:ds_base_path]).is_cfr(session[:ds_account_id])
+    if enableCFR == "enabled"
+      session[:status_cfr] = "enabled"
+      @title = "Not CFR Part 11 compatible"
+      @error_information = @manifest['SupportingTexts']['CFRError']
+      render 'ds_common/error'
+    end
+    super
   end
 end

app/controllers/e_sign/eg020_phone_authentication_controller.rb

@@ -40,5 +40,14 @@ def create
     end
   end
 
-  # ***DS.snippet.0.end
+  def get
+    enableCFR = ESign::GetDataService.new(session[:ds_access_token], session[:ds_base_path]).is_cfr(session[:ds_account_id])
+    if enableCFR == "enabled"
+      session[:status_cfr] = "enabled"
+      @title = "Not CFR Part 11 compatible"
+      @error_information = @manifest['SupportingTexts']['CFRError']
+      render 'ds_common/error'
+    end
+    super
+  end
 end

app/controllers/e_sign/eg032_pauses_signature_workflow_controller.rb

@@ -25,4 +25,15 @@ def create
 
     render 'e_sign/eg032_pauses_signature_workflow/return'
   end
+
+  def get
+    enableCFR = ESign::GetDataService.new(session[:ds_access_token], session[:ds_base_path]).is_cfr(session[:ds_account_id])
+    if enableCFR == "enabled"
+      session[:status_cfr] = "enabled"
+      @title = "Not CFR Part 11 compatible"
+      @error_information = @manifest['SupportingTexts']['CFRError']
+      render 'ds_common/error'
+    end
+    super
+  end
 end

app/controllers/e_sign/eg033_unpauses_signature_workflow_controller.rb

@@ -18,4 +18,15 @@ def update
     @envelop_id = results.to_hash[:envelopeId].to_s
     render 'e_sign/eg033_unpauses_signature_workflow/return'
   end
+
+  def get
+    enableCFR = ESign::GetDataService.new(session[:ds_access_token], session[:ds_base_path]).is_cfr(session[:ds_account_id])
+    if enableCFR == "enabled"
+      session[:status_cfr] = "enabled"
+      @title = "Not CFR Part 11 compatible"
+      @error_information = @manifest['SupportingTexts']['CFRError']
+      render 'ds_common/error'
+    end
+    super
+  end
 end

app/controllers/e_sign/eg034_use_conditional_recipients_controller.rb

@@ -5,35 +5,48 @@ class ESign::Eg034UseConditionalRecipientsController < EgController
   before_action -> { @example = Utils::ManifestUtils.new.get_example(@manifest, 34) }
 
   def create
-    signers = {
-      signerEmail1: request['signerEmail1'],
-      signerName1: request['signerName1'],
+    begin
+      signers = {
+        signerEmail1: request['signerEmail1'],
+        signerName1: request['signerName1'],
 
-      signerEmailNotChecked: request['signerEmailNotChecked'],
-      signerNameNotChecked: request['signerNameNotChecked'],
+        signerEmailNotChecked: request['signerEmailNotChecked'],
+        signerNameNotChecked: request['signerNameNotChecked'],
 
-      signerEmailChecked: request['signerEmailChecked'],
-      signerNameChecked: request['signerNameChecked']
-    }
+        signerEmailChecked: request['signerEmailChecked'],
+        signerNameChecked: request['signerNameChecked']
+      }
 
-    args = {
-      accountId: session['ds_account_id'],
-      basePath: session['ds_base_path'],
-      accessToken: session['ds_access_token']
-    }
+      args = {
+        accountId: session['ds_account_id'],
+        basePath: session['ds_base_path'],
+        accessToken: session['ds_access_token']
+      }
 
-    results = ESign::Eg034UseConditionalRecipientsService.new(args, signers).worker
-    @envelop_id = results.to_hash[:envelopeId].to_s
-    render 'e_sign/eg034_use_conditional_recipients/return'
-  rescue DocuSign_eSign::ApiError => e
-    error = JSON.parse e.response_body
-    @error_code = error['errorCode']
-    if error['errorCode']['WORKFLOW_UPDATE_RECIPIENTROUTING_NOT_ALLOWED']
-      @error_message = @example['CustomErrorTexts'][0]['ErrorMessage']
-      @error_information = @example['CustomErrorTexts'][0]['ErrorMessage']
-    else
-      @error_message = error['message']
+      results = ESign::Eg034UseConditionalRecipientsService.new(args, signers).worker
+      @envelop_id = results.to_hash[:envelopeId].to_s
+      render 'e_sign/eg034_use_conditional_recipients/return'
+    rescue DocuSign_eSign::ApiError => e
+      error = JSON.parse e.response_body
+      @error_code = error['errorCode']
+      if error['errorCode']['WORKFLOW_UPDATE_RECIPIENTROUTING_NOT_ALLOWED']
+        @error_message = @example['CustomErrorTexts'][0]['ErrorMessage']
+        @error_information = @example['CustomErrorTexts'][0]['ErrorMessage']
+      else
+        @error_message = error['message']
+      end
+      render 'ds_common/error'
     end
-    render 'ds_common/error'
+  end
+
+  def get
+    enableCFR = ESign::GetDataService.new(session[:ds_access_token], session[:ds_base_path]).is_cfr(session[:ds_account_id])
+    if enableCFR == "enabled"
+      session[:status_cfr] = "enabled"
+      @title = "Not CFR Part 11 compatible"
+      @error_information = @manifest['SupportingTexts']['CFRError']
+      render 'ds_common/error'
+    end
+    super
   end
 end

app/controllers/e_sign/eg036_delayed_routing_controller.rb

@@ -5,26 +5,39 @@ class ESign::Eg036DelayedRoutingController < EgController
   before_action -> { @example = Utils::ManifestUtils.new.get_example(@manifest, 36) }
 
   def create
-    envelope_args = {
-      signer1_email: param_gsub(params['signer1Email']),
-      signer1_name: param_gsub(params['signer1Name']),
-      signer2_email: param_gsub(params['signer2Email']),
-      signer2_name: param_gsub(params['signer2Name']),
-      delay: param_gsub(params['delay']),
-      status: 'sent'
-    }
-    args = {
-      account_id: session['ds_account_id'],
-      base_path: session['ds_base_path'],
-      access_token: session['ds_access_token'],
-      envelope_args: envelope_args
-    }
-    results = ESign::Eg036DelayedRoutingService.new(args).worker
-    session[:envelope_id] = results['envelope_id']
-    @title = @example['ExampleName']
-    @message = format_string(@example['ResultsPageText'], results['envelope_id'])
-    render 'ds_common/example_done'
-  rescue DocuSign_eSign::ApiError => e
-    handle_error(e)
+    begin
+      envelope_args = {
+        signer1_email: param_gsub(params['signer1Email']),
+        signer1_name: param_gsub(params['signer1Name']),
+        signer2_email: param_gsub(params['signer2Email']),
+        signer2_name: param_gsub(params['signer2Name']),
+        delay: param_gsub(params['delay']),
+        status: 'sent'
+      }
+      args = {
+        account_id: session['ds_account_id'],
+        base_path: session['ds_base_path'],
+        access_token: session['ds_access_token'],
+        envelope_args: envelope_args
+      }
+      results = ESign::Eg036DelayedRoutingService.new(args).worker
+      session[:envelope_id] = results['envelope_id']
+      @title = @example['ExampleName']
+      @message = format_string(@example['ResultsPageText'], results['envelope_id'])
+      render 'ds_common/example_done'
+    rescue DocuSign_eSign::ApiError => e
+      handle_error(e)
+    end
+  end
+
+  def get
+    enableCFR = ESign::GetDataService.new(session[:ds_access_token], session[:ds_base_path]).is_cfr(session[:ds_account_id])
+    if enableCFR == "enabled"
+      session[:status_cfr] = "enabled"
+      @title = "Not CFR Part 11 compatible"
+      @error_information = @manifest['SupportingTexts']['CFRError']
+      render 'ds_common/error'
+    end
+    super
   end
 end