Sales copilot custom actions are added
This commit is contained in:
Harshita Vinnakota
Родитель
7e30fd939f
Коммит
90c06017e4
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@ -3,6 +3,7 @@
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"info": {
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"version": "1.0",
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"title": "DocuSign Demo",
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"x-ms-keywords": "DocuSign Demo",
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"description": "DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. The DocuSign Demo connector connects only to DocuSign Demo environments but offers the same functionality as the regular DocuSign connector. Any documents in a DocuSign Demo environment are not legally binding. For all non-demo uses, use the regular DocuSign connector.",
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"x-ms-deployment-version": "1.0.0",
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"x-ms-api-annotation": {
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@ -948,6 +949,221 @@
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"x-ms-visibility": "important"
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}
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},
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"/accounts/salesCopilotAccount/envelopes/getRelatedActivities": {
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"get": {
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"tags": [
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"DocuSign"
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],
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"summary": "Sales Copilot: Get Related Activities",
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"description": "Sales Copilot: Get Related Activities.",
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"operationId": "scp-get-related-activities",
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"x-ms-no-generic-test": true,
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"consumes": [
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"application/json",
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"text/json",
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"application/xml",
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"text/xml",
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"application/x-www-form-urlencoded"
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],
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"produces": [
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"application/json",
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"text/json",
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"application/xml",
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"text/xml"
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],
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"parameters": [
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{
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"name": "recordType",
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"in": "query",
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"required": true,
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"enum": [
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"account",
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"opportunity",
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"lead"
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],
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"type": "string"
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},
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{
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"name": "recordId",
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"in": "query",
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"required": true,
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"type": "string"
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},
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{
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"name": "startDateTime",
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"description": "Enter start date-time in the format: 2017-05-02T01:44Z",
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"in": "query",
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"type": "string",
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"required": false,
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"format": "date-time"
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},
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{
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"name": "endDateTime",
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"description": "Enter end date-time in the format: 2017-05-02T01:44Z",
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"in": "query",
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"type": "string",
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"format": "date-time"
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},
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{
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"name": "top",
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"description": "Top envelopes to be returned",
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"in": "query",
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"type": "integer",
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"format": "int32"
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},
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{
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"name": "skip",
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"description": "Envelopes to be skipped",
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"in": "query",
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"type": "integer",
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"format": "int32"
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},
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{
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"name": "crmType",
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"in": "query",
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"enum": [
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"Dynamics365"
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],
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"type": "string"
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},
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{
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"name": "crmOrgUrl",
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"in": "query",
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"type": "string"
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}
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],
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"responses": {
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"200": {
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"description": "Success",
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"schema": {
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"$ref": "#/definitions/ActivityListResponseEnvelope"
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}
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},
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"400": {
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"description": "Bad Request",
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"schema": {
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"$ref": "#/definitions/ApiError"
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}
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},
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"500": {
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"description": "Server Error",
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"schema": {
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"$ref": "#/definitions/ApiError"
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}
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}
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},
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"x-ms-openai-data": {
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"openai-enabled": true
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}
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}
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},
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"/accounts/salesCopilotAccount/envelopes/getRelatedRecords": {
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"get": {
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"tags": [
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"DocuSign"
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],
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"summary": "Sales Copilot: Get Related Records",
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"description": "Sales Copilot: Get Related Records.",
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"operationId": "scp-get-related-records",
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"x-ms-no-generic-test": true,
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"consumes": [
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"application/json",
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"text/json",
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"application/xml",
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"text/xml",
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"application/x-www-form-urlencoded"
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],
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"produces": [
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"application/json",
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"text/json",
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"application/xml",
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"text/xml"
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],
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"parameters": [
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{
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"name": "recordType",
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"in": "query",
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"required": true,
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"enum": [
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"account",
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"opportunity",
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"lead"
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],
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"type": "string"
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},
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{
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"name": "recordId",
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"in": "query",
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"required": true,
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"type": "string"
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},
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{
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"name": "startDateTime",
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"description": "Enter start date-time in the format: 2017-05-02T01:44Z",
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"in": "query",
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"type": "string",
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"required": false,
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"format": "date-time"
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},
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{
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"name": "top",
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"description": "Top envelopes to be returned",
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"in": "query",
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"type": "integer",
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"format": "int32"
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},
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{
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"name": "skip",
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"description": "Envelopes to be skipped",
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"in": "query",
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"type": "integer",
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"format": "int32"
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},
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{
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"name": "crmType",
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"in": "query",
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"enum": [
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"Dynamics365"
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],
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"type": "string"
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},
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{
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"name": "crmOrgUrl",
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"in": "query",
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"type": "string"
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}
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],
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"responses": {
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"200": {
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"description": "Success",
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"schema": {
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"$ref": "#/definitions/DocumentRecordListResponseEnvelope"
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}
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},
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"400": {
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"description": "Bad Request",
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"schema": {
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"$ref": "#/definitions/ApiError"
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}
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},
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"401": {
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"description": "Unauthorized",
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"schema": {
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"$ref": "#/definitions/ApiError"
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}
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},
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"500": {
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"description": "Server Error",
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"schema": {
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"$ref": "#/definitions/ApiError"
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}
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}
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},
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"x-ms-openai-data": {
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"openai-enabled": true
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}
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}
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},
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"/accounts/{accountId}/envelopes/createFromTemplate": {
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"post": {
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"tags": [
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@ -2565,7 +2781,7 @@
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"deprecated": false,
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"x-ms-visibility": "important",
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"x-ms-no-generic-test": true
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},
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}
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},
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"/login_information": {
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"get": {
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@ -4570,6 +4786,86 @@
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}
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}
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},
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"Activity": {
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"required": [
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"dateTime",
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"description",
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"title"
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],
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"type": "object",
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"properties": {
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"title": {
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"minLength": 1,
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"type": "string"
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},
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"description": {
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"minLength": 1,
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"type": "string"
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},
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"dateTime": {
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"type": "string",
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"format": "date-time"
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},
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"url": {
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"type": "string"
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},
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"additionalProperties": {
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"type": "object",
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"properties": {
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"additionalProperties": {
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"type": "string"
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}
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},
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"x-ms-summary": "Additional Properties"
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}
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},
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"additionalProperties": false
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},
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"DocumentRecord": {
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"required": [
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"recordId",
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"recordTitle",
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"recordTypeDisplayName",
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"recordTypePluralDisplayName",
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"recordType"
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],
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"type": "object",
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"properties": {
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"recordId": {
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"minLength": 1,
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"type": "string"
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},
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"recordTypeDisplayName": {
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"minLength": 1,
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"type": "string"
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},
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"recordTypePluralDisplayName": {
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"minLength": 1,
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"type": "string"
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},
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"recordType": {
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"minLength": 1,
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"type": "string"
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},
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"recordTitle": {
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"minLength": 1,
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"type": "string"
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},
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"url": {
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"type": "string"
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},
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"additionalProperties": {
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"type": "object",
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"properties": {
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"additionalProperties": {
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"type": "string"
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}
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},
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"x-ms-summary": "Additional Properties"
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}
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},
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"additionalProperties": false
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},
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"Envelope": {
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"type": "object",
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"properties": {
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@ -4639,6 +4935,63 @@
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}
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}
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},
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"ActivityListResponseEnvelope": {
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"type": "object",
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"properties": {
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"value": {
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"description": "Related activies",
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"type": "array",
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"items": {
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"$ref": "#/definitions/Activity"
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},
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"x-ms-summary": "Related activities"
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},
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"hasMoreResults": {
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"type": "boolean"
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}
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},
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"additionalProperties": false
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},
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"DocumentRecordListResponseEnvelope": {
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"type": "object",
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"properties": {
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"value": {
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"description": "Related records",
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"type": "array",
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"items": {
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"$ref": "#/definitions/DocumentRecord"
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},
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"x-ms-summary": "Related records"
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},
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"hasMoreResults": {
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"type": "boolean"
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}
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},
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"additionalProperties": false
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},
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"ApiError": {
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"required": [
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"errorCode"
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],
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"type": "object",
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"properties": {
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"errorCode": {
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"minLength": 1,
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"type": "string"
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},
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"errorMessage": {
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"type": "string"
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},
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"activityId": {
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"type": "string"
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},
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"details": {
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"type": "object",
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"additionalProperties": { }
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}
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},
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"additionalProperties": false
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},
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"CreateEnvelopeResponse": {
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"type": "object",
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"properties": {
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@ -1359,6 +1359,48 @@ public class Script : ScriptBase
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return body;
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}
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private string GetDescriptionNLPForRelatedActivities(JToken envelope)
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{
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string descriptionNLP = null;
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int recipientCount = envelope["recipients"]["recipientCount"].ToObject<int>();
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var recipientCountInNaturalLanguage = (recipientCount > 1) ?
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(" and " + (recipientCount - 1).ToString() + " others have ") : " ";
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JArray documentArray = (envelope["envelopeDocuments"] as JArray) ?? new JArray();
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var documentCountInNaturalLanguage = (documentArray.Count > 1) ?
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(" and " + (documentArray.Count - 1).ToString() + " other documents ") : " ";
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if (envelope["status"].Equals("sent"))
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{
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descriptionNLP = envelope["sender"]["userName"] + " " +
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envelope["status"] + " " +
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envelope["envelopeDocuments"][0]["name"] +
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documentCountInNaturalLanguage + " on " +
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envelope["statusChangedDateTime"];
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}
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else
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{
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descriptionNLP = envelope["recipients"]["signers"][0]["name"] +
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recipientCountInNaturalLanguage +
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envelope["status"] + " " +
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envelope["envelopeDocuments"][0]["name"] +
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documentCountInNaturalLanguage + " on " +
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envelope["statusChangedDateTime"];
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}
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return descriptionNLP;
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}
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private string GetEnvelopeUrl(JToken envelope)
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{
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var uriBuilder = new UriBuilder(this.Context.Request.RequestUri);
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var envelopeUrl = uriBuilder.Uri.ToString().Contains("demo") ?
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"https://apps-d.docusign.com/send/documents/details/" + envelope["envelopeId"] :
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"https://app.docusign.com/documents/details/" + envelope["envelopeId"];
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return envelopeUrl;
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}
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private void AddCoreRecipientParams(JArray signers, JObject body)
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{
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var query = HttpUtility.ParseQueryString(this.Context.Request.RequestUri.Query);
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@ -1604,6 +1646,7 @@ public class Script : ScriptBase
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{
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var jsonContent = JObject.Parse(content);
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var baseUri = jsonContent["accounts"]?[0]?["base_uri"]?.ToString();
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var accountId = (string)jsonContent["accounts"].Where(a => (bool)a["is_default"]).FirstOrDefault()["account_id"];
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if (!string.IsNullOrEmpty(baseUri))
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{
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this.Context.Request.RequestUri = new Uri(new Uri(baseUri), this.Context.Request.RequestUri.PathAndQuery);
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@ -1612,6 +1655,15 @@ public class Script : ScriptBase
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{
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throw new ConnectorException(HttpStatusCode.BadGateway, "Unable to get User's API endpoint from the response: " + content);
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}
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if (!string.IsNullOrEmpty(accountId))
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{
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this.Context.Request.Headers.Add("AccountId", accountId);
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}
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else
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{
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throw new ConnectorException(HttpStatusCode.BadGateway, "Unable to get User's API endpoint from the response: " + content);
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}
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}
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else
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{
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@ -1778,6 +1830,50 @@ public class Script : ScriptBase
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this.Context.Request.Content = CreateJsonContent(newBody.ToString());
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}
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if("scp-get-related-activities".Equals(this.Context.OperationId, StringComparison.OrdinalIgnoreCase))
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{
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var uriBuilder = new UriBuilder(this.Context.Request.RequestUri);
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var query = HttpUtility.ParseQueryString(this.Context.Request.RequestUri.Query);
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uriBuilder.Path = uriBuilder.Path.Replace("/getRelatedActivities", "");
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uriBuilder.Path = uriBuilder.Path.Replace("salesCopilotAccount", this.Context.Request.Headers.GetValues("AccountId").FirstOrDefault());
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this.Context.Request.Headers.Add("x-ms-client-request-id", Guid.NewGuid().ToString());
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this.Context.Request.Headers.Add("x-ms-user-agent", "sales-copilot");
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query["custom_field"] = "entityLogicalName=" + query.Get("recordType");
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query["from_date"] = string.IsNullOrEmpty(query.Get("startDateTime")) ?
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DateTime.UtcNow.AddDays(-7).ToString() :
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query.Get("startDateTime");
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if (!string.IsNullOrEmpty(query.Get("endDateTime")))
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{
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query["to_date"] = query.Get("endDateTime");
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}
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query["include"] = "custom_fields,recipients,documents";
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uriBuilder.Query = query.ToString();
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this.Context.Request.RequestUri = uriBuilder.Uri;
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}
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if("scp-get-related-records".Equals(this.Context.OperationId, StringComparison.OrdinalIgnoreCase))
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{
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var uriBuilder = new UriBuilder(this.Context.Request.RequestUri);
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var query = HttpUtility.ParseQueryString(this.Context.Request.RequestUri.Query);
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uriBuilder.Path = uriBuilder.Path.Replace("/getRelatedRecords", "");
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uriBuilder.Path = uriBuilder.Path.Replace("salesCopilotAccount", this.Context.Request.Headers.GetValues("AccountId").FirstOrDefault());
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this.Context.Request.Headers.Add("x-ms-client-request-id", Guid.NewGuid().ToString());
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this.Context.Request.Headers.Add("x-ms-user-agent", "sales-copilot");
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query["custom_field"] = "entityLogicalName=" + query.Get("recordType");
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query["from_date"] = string.IsNullOrEmpty(query.Get("startDateTime")) ?
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DateTime.UtcNow.AddDays(-7).ToString() :
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query.Get("startDateTime");
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query["include"] = "custom_fields, recipients, documents";
|
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uriBuilder.Query = query.ToString();
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this.Context.Request.RequestUri = uriBuilder.Uri;
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}
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if ("GetRecipientFields".Equals(this.Context.OperationId, StringComparison.OrdinalIgnoreCase))
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||||
{
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var uriBuilder = new UriBuilder(this.Context.Request.RequestUri);
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|
@ -2135,6 +2231,116 @@ public class Script : ScriptBase
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response.Content = new StringContent(newBody.ToString(), Encoding.UTF8, "application/json");
|
||||
}
|
||||
|
||||
if ("scp-get-related-activities".Equals(this.Context.OperationId, StringComparison.OrdinalIgnoreCase))
|
||||
{
|
||||
var body = ParseContentAsJObject(await response.Content.ReadAsStringAsync().ConfigureAwait(false), false);
|
||||
var query = HttpUtility.ParseQueryString(this.Context.Request.RequestUri.Query);
|
||||
JObject newBody = new JObject();
|
||||
|
||||
JArray Activity = (body["envelopes"] as JArray) ?? new JArray();
|
||||
JArray filteredActivities = new JArray();
|
||||
int top = string.IsNullOrEmpty(query.Get("top")) ? 3: int.Parse(query.Get("top"));
|
||||
int skip = string.IsNullOrEmpty(query.Get("skip")) ? 0: int.Parse(query.Get("skip"));
|
||||
|
||||
var crmOrgUrl = query.Get("crmOrgUrl") ?? null;
|
||||
var recordId = query.Get("recordId") ?? null;
|
||||
var crmType = "CRMToken";
|
||||
string[] filters = { crmType, crmOrgUrl, recordId };
|
||||
|
||||
foreach (var filter in filters.Where(filter => filter != null))
|
||||
{
|
||||
foreach (var envelope in Activity)
|
||||
{
|
||||
if (envelope.ToString().Contains(filter))
|
||||
{
|
||||
JObject additionalPropertiesForActivity = new JObject()
|
||||
{
|
||||
["Recipient"] = envelope["recipients"]["signers"][0]["name"],
|
||||
["Owner"] = envelope["sender"]["userName"],
|
||||
["Status"] = envelope["status"],
|
||||
["EnvelopeId"] = envelope["envelopeId"],
|
||||
["Date"] = envelope["statusChangedDateTime"]
|
||||
};
|
||||
filteredActivities.Add(new JObject()
|
||||
{
|
||||
["title"] = envelope["emailSubject"],
|
||||
["description"] = GetDescriptionNLPForRelatedActivities(envelope),
|
||||
["dateTime"] = envelope["statusChangedDateTime"],
|
||||
["url"] = GetEnvelopeUrl(envelope),
|
||||
["additionalProperties"] = additionalPropertiesForActivity
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
if (filteredActivities.Count > 0)
|
||||
{
|
||||
Activity = new JArray(filteredActivities);
|
||||
filteredActivities.Clear();
|
||||
}
|
||||
}
|
||||
|
||||
newBody["value"] = (Activity.Count < top) ? Activity : new JArray(Activity.Skip(skip).Take(top).ToArray());
|
||||
newBody["hasMoreResults"] = (skip + top < Activity.Count) ? true : false;
|
||||
|
||||
response.Content = new StringContent(newBody.ToString(), Encoding.UTF8, "application/json");
|
||||
}
|
||||
|
||||
if ("scp-get-related-records".Equals(this.Context.OperationId, StringComparison.OrdinalIgnoreCase))
|
||||
{
|
||||
var body = ParseContentAsJObject(await response.Content.ReadAsStringAsync().ConfigureAwait(false), false);
|
||||
var query = HttpUtility.ParseQueryString(this.Context.Request.RequestUri.Query);
|
||||
JObject newBody = new JObject();
|
||||
|
||||
JArray DocumentRecord = (body["envelopes"] as JArray) ?? new JArray();
|
||||
JArray filteredRecords = new JArray();
|
||||
int top = string.IsNullOrEmpty(query.Get("top")) ? 3: int.Parse(query.Get("top"));
|
||||
int skip = string.IsNullOrEmpty(query.Get("skip")) ? 0: int.Parse(query.Get("skip"));
|
||||
|
||||
var crmOrgUrl = query.Get("crmOrgUrl") ?? null;
|
||||
var recordId = query.Get("recordId") ?? null;
|
||||
var crmType = "CRMToken";
|
||||
string[] filters = { crmType, recordId, crmOrgUrl};
|
||||
|
||||
foreach (var filter in filters.Where(filter => filter != null))
|
||||
{
|
||||
foreach (var envelope in DocumentRecord)
|
||||
{
|
||||
if (envelope.ToString().Contains(filter))
|
||||
{
|
||||
JObject additionalPropertiesForDocumentRecords = new JObject()
|
||||
{
|
||||
["Recipient"] = envelope["recipients"]["signers"][0]["name"],
|
||||
["Owner"] = envelope["sender"]["userName"],
|
||||
["EnvelopeId"] = envelope["envelopeId"],
|
||||
["Date"] = envelope["statusChangedDateTime"]
|
||||
};
|
||||
|
||||
filteredRecords.Add(new JObject()
|
||||
{
|
||||
["recordId"] = envelope["envelopeId"],
|
||||
["recordTypeDisplayName"] = "Agreement",
|
||||
["recordTypePluralDisplayName"] = "Agreements",
|
||||
["recordType"] = "Agreement",
|
||||
["recordTitle"] = envelope["emailSubject"],
|
||||
["url"] = GetEnvelopeUrl(envelope),
|
||||
["additionalProperties"] = additionalPropertiesForDocumentRecords
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
if (filteredRecords.Count > 0)
|
||||
{
|
||||
DocumentRecord = new JArray(filteredRecords);
|
||||
filteredRecords.Clear();
|
||||
}
|
||||
}
|
||||
|
||||
newBody["value"] = (DocumentRecord.Count < top) ? DocumentRecord : new JArray(DocumentRecord.Skip(skip).Take(top).ToArray());
|
||||
newBody["hasMoreResults"] = (skip + top < DocumentRecord.Count) ? true : false;
|
||||
|
||||
response.Content = new StringContent(newBody.ToString(), Encoding.UTF8, "application/json");
|
||||
}
|
||||
|
||||
if ("GetRecipientFields".Equals(this.Context.OperationId, StringComparison.OrdinalIgnoreCase))
|
||||
{
|
||||
var body = ParseContentAsJObject(await response.Content.ReadAsStringAsync().ConfigureAwait(false), false);
|
||||
|
|
|
|||
Загрузка…
Ссылка в новой задаче