adobe-to-docusign-migrator/src/create_adobe_template.py

"""
create_adobe_template.py
------------------------
Creates "Paul Adobe Template" in Adobe Sign by:
  1. Using the exact field positions from the downloaded David Tag Demo Form
  2. Adding 4 extra fields (Number, Email, Company, Title) in available gaps

Usage:
    python3 src/create_adobe_template.py
"""

import json
import os
import sys
from dotenv import load_dotenv

load_dotenv()
sys.path.insert(0, os.path.dirname(__file__))

from adobe_api import adobe_api_post_multipart, adobe_api_post_json, adobe_api_put_json

PDF_PATH = os.path.join(
    os.path.dirname(__file__), "..",
    "downloads", "David Tag Demo Form__CBJCHBCA", "Tag Demo Form_docx_pdf"
)

FIELDS_JSON_PATH = os.path.join(
    os.path.dirname(__file__), "..",
    "downloads", "David Tag Demo Form__CBJCHBCA", "form_fields.json"
)

TEMPLATE_NAME = "Paul Adobe Template"

# Keys the Adobe Sign API accepts when writing form fields.
# We strip server-generated metadata (origin, signerIndex, font/border styling).
ALLOWED_KEYS = {
    "name", "inputType", "contentType", "validation", "validationData",
    "required", "readOnly", "locations", "assignee",
    "hiddenOptions", "visibleOptions", "defaultValue",
    "masked", "maskingText", "calculated", "urlOverridable",
    "minLength", "maxLength", "minValue", "maxValue",
    "validationErrMsg", "currency", "conditionalAction",
    "radioCheckType",
}

# Extra fields that cover types not present in the original David Tag form:
#   - NUMBER validation (TEXT_FIELD / DATA / NUMBER)
#   - SIGNER_EMAIL auto-fill
#   - COMPANY auto-fill
#   - TITLE auto-fill
#
# Placed in the two clear vertical gaps in the original layout:
#   Gap A: y=375–432 (between checkboxes and Initials 1), right side (left=350)
#   Gap B: y=513–582 (between Date of Signing 1 and Signature block), left side (left=106)
EXTRA_FIELDS = [
    {
        "name": "Company",
        "inputType": "TEXT_FIELD", "contentType": "COMPANY", "validation": "NONE",
        "required": False, "readOnly": False,
        "locations": [{"pageNumber": 1, "top": 378, "left": 350, "width": 150, "height": 24}],
        "assignee": "recipient0",
    },
    {
        "name": "Title",
        "inputType": "TEXT_FIELD", "contentType": "TITLE", "validation": "NONE",
        "required": False, "readOnly": False,
        "locations": [{"pageNumber": 1, "top": 410, "left": 350, "width": 150, "height": 24}],
        "assignee": "recipient0",
    },
    {
        "name": "Number Field",
        "inputType": "TEXT_FIELD", "contentType": "DATA", "validation": "NUMBER",
        "required": False, "readOnly": False,
        "locations": [{"pageNumber": 1, "top": 516, "left": 106, "width": 150, "height": 24}],
        "assignee": "recipient0",
    },
    {
        "name": "Recipient Email",
        "inputType": "TEXT_FIELD", "contentType": "SIGNER_EMAIL", "validation": "NONE",
        "required": False, "readOnly": True,
        "locations": [{"pageNumber": 1, "top": 548, "left": 106, "width": 175, "height": 24}],
        "assignee": "recipient0",
    },
]


def clean_field(f):
    """Strip server-only keys, keep only what the write API accepts."""
    out = {k: v for k, v in f.items() if k in ALLOWED_KEYS}
    out.setdefault("validation", "NONE")
    out.setdefault("required", False)
    out.setdefault("readOnly", False)
    out.setdefault("masked", False)
    out.setdefault("maskingText", "*")
    out.setdefault("calculated", False)
    out.setdefault("urlOverridable", False)
    out.setdefault("minLength", -1)
    out.setdefault("maxLength", -1)
    out.setdefault("minValue", -1.0)
    out.setdefault("maxValue", -1.0)
    out.setdefault("validationErrMsg", "")
    out.setdefault("conditionalAction", {"anyOrAll": "ANY", "action": "SHOW"})
    return out


def load_source_fields():
    with open(FIELDS_JSON_PATH) as f:
        data = json.load(f)
    fields = [clean_field(field) for field in data["fields"]]
    groups = data.get("formFieldGroups", [])
    print(f"  Loaded {len(fields)} fields from David Tag Demo Form download")
    return fields, groups


def upload_transient_doc():
    print(f"Uploading PDF: {PDF_PATH}")
    with open(PDF_PATH, "rb") as f:
        files = {"File": ("Tag Demo Form.pdf", f, "application/pdf")}
        result = adobe_api_post_multipart("transientDocuments", files=files)
    doc_id = result["transientDocumentId"]
    print(f"  Transient document ID: {doc_id}")
    return doc_id


def create_library_doc(transient_id):
    print(f"Creating library document '{TEMPLATE_NAME}'...")
    body = {
        "fileInfos": [{"transientDocumentId": transient_id}],
        "name": TEMPLATE_NAME,
        "templateTypes": ["DOCUMENT", "FORM_FIELD_LAYER"],
        "sharingMode": "USER",
        "state": "ACTIVE",
    }
    result = adobe_api_post_json("libraryDocuments", body)
    lib_id = result["id"]
    print(f"  Library document ID: {lib_id}")
    return lib_id


def put_form_fields(lib_id, source_fields, groups):
    all_fields = source_fields + [clean_field(f) for f in EXTRA_FIELDS]
    print(f"Writing {len(all_fields)} fields ({len(source_fields)} original + {len(EXTRA_FIELDS)} extra)...")

    body = {"fields": all_fields}
    if groups:
        body["formFieldGroups"] = groups

    result = adobe_api_put_json(f"libraryDocuments/{lib_id}/formFields", body)
    saved = len(result.get("fields", []))
    print(f"  {saved} fields saved.")
    for field in result.get("fields", []):
        print(f"    {field['inputType']:15} {field.get('contentType',''):20} '{field['name']}'")
    return result


def main():
    if not os.path.exists(PDF_PATH):
        print(f"ERROR: PDF not found at {PDF_PATH}")
        sys.exit(1)
    if not os.path.exists(FIELDS_JSON_PATH):
        print(f"ERROR: form_fields.json not found at {FIELDS_JSON_PATH}")
        sys.exit(1)

    source_fields, groups = load_source_fields()
    transient_id = upload_transient_doc()
    lib_id = create_library_doc(transient_id)
    put_form_fields(lib_id, source_fields, groups)
    print(f"\nDone. Template '{TEMPLATE_NAME}' created (ID: {lib_id})")
    print("Note: If Company/Title fields need their contentType set, do so in Adobe Sign UI.")


if __name__ == "__main__":
    main()