web/routers/verify.py

@@ -42,28 +42,43 @@ async def send_test_envelope(body: SendRequest, request: Request):
     if err:
         return err
 
+    headers = {
+        "Authorization": f"Bearer {session['docusign_access_token']}",
+        "Content-Type": "application/json",
+    }
+    base = f"{settings.docusign_base_url}/v2.1/accounts/{settings.docusign_account_id}"
+
+    async with httpx.AsyncClient() as client:
+        # Fetch template to discover actual role names
+        tpl_resp = await client.get(f"{base}/templates/{body.template_id}", headers=headers)
+        role_names = []
+        if tpl_resp.is_success:
+            tpl = tpl_resp.json()
+            recipients = tpl.get("recipients", {})
+            for group in recipients.values():
+                if isinstance(group, list):
+                    for r in group:
+                        rn = r.get("roleName")
+                        if rn and rn not in role_names:
+                            role_names.append(rn)
+
+        # Fall back to generic role name if template fetch failed
+        if not role_names:
+            role_names = ["Signer"]
+
+        template_roles = [
+            {"email": body.recipient_email, "name": body.recipient_name, "roleName": rn}
+            for rn in role_names
+        ]
+
         payload = {
             "templateId": body.template_id,
             "status": "sent",
-        "templateRoles": [
-            {
-                "email": body.recipient_email,
-                "name": body.recipient_name,
-                "roleName": "Signer",
-            }
-        ],
-        "emailSubject": f"[Verification Test] Please sign this document",
+            "templateRoles": template_roles,
+            "emailSubject": "[Verification Test] Please sign this document",
         }
 
-    async with httpx.AsyncClient() as client:
-        resp = await client.post(
-            f"{settings.docusign_base_url}/v2.1/accounts/{settings.docusign_account_id}/envelopes",
-            headers={
-                "Authorization": f"Bearer {session['docusign_access_token']}",
-                "Content-Type": "application/json",
-            },
-            json=payload,
-        )
+        resp = await client.post(f"{base}/envelopes", headers=headers, json=payload)
 
     if not resp.is_success:
         return JSONResponse(
@@ -72,7 +87,7 @@ async def send_test_envelope(body: SendRequest, request: Request):
         )
 
     data = resp.json()
-    return {"envelope_id": data.get("envelopeId")}
+    return {"envelope_id": data.get("envelopeId"), "roles": role_names}
 
 
 @router.get("/status/{envelope_id}")