Fix email subject truncation to 100 chars
- Truncate envelopeSubject to 100 characters max as required by Docusign - Add '...' suffix when truncating long subjects - Add test case for subject truncation validation - Fixes error: 'email subject must be no greater than 100 characters'
This commit is contained in:
Paul Huliganga
parent
95abbdbabd
commit
9a8cde3735
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@ -1,278 +1,7 @@
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/**
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* @description Combines multiple Docusign templates into a single composite envelope
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* using the dfsle Apex Toolkit (Docusign for Salesforce managed package).
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* Recipients are resolved from Client_Case__c lookup fields.
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* @author Paul Huliganga
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* @date 2026-02-25
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*/
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global with sharing class DocusignCompositeEnvelopeBuilder {
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// ============================================================
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// CONFIGURATION: Update these constants if field/role names change
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// ============================================================
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// API names of the lookup fields on Client_Case__c that point to recipient records
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// These are the "Select Lookup Field" values from the Docusign template recipient config
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private static final String FIELD_SERVICE_COORDINATOR = 'Service_Coordinator__c';
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private static final String FIELD_DOCUSIGN_RECIPIENT = 'Docusign_Recipient_1__c';
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// Role names must match EXACTLY what's configured in the Docusign templates
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private static final String ROLE_SERVICE_COORDINATOR = 'Service Coordinator';
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private static final String ROLE_DOCUSIGN_RECIPIENT = 'Docusign Recipient #1';
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@InvocableMethod(
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label='Send Composite Docusign Envelope'
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description='Combines multiple Docusign templates into a single envelope using dfsle Apex Toolkit'
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category='Docusign'
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)
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public static List<DocusignEnvelopeResult> sendCompositeEnvelope(List<DocusignEnvelopeRequest> requests) {
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List<DocusignEnvelopeResult> results = new List<DocusignEnvelopeResult>();
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if (requests == null || requests.isEmpty()) {
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return buildErrorResult('No request provided');
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}
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DocusignEnvelopeRequest req = requests[0];
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DocusignEnvelopeResult result = new DocusignEnvelopeResult();
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try {
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// Validate request
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DocusignEnvelopeRequestHandler.validateRequest(req);
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// Create empty envelope linked to the source record
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dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(
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new dfsle.Entity(req.recordId)
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);
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// Build document list from templates (deduplicated and sorted)
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List<String> sortedTemplateIds = new List<String>(new Set<String>(req.templateIds));
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sortedTemplateIds.sort();
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// Query template names for document labels (shows in Docusign Status)
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// Uses Short_Name__c if populated, otherwise falls back to Name (with language suffix stripped)
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Map<String, String> templateNames = new Map<String, String>();
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Map<String, String> templateShortNames = new Map<String, String>();
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for (dfsle__EnvelopeConfiguration__c config : [
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SELECT dfsle__DocuSignId__c, Name, Short_Name__c
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FROM dfsle__EnvelopeConfiguration__c
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WHERE dfsle__DocuSignId__c IN :sortedTemplateIds
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]) {
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templateNames.put(config.dfsle__DocuSignId__c, config.Name);
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if (String.isNotBlank(config.Short_Name__c)) {
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templateShortNames.put(config.dfsle__DocuSignId__c, config.Short_Name__c);
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}
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}
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List<dfsle.Document> documents = new List<dfsle.Document>();
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List<String> docNames = new List<String>();
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for (String templateId : sortedTemplateIds) {
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String label;
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if (templateShortNames.containsKey(templateId)) {
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label = templateShortNames.get(templateId);
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} else if (templateNames.containsKey(templateId)) {
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label = stripLanguageSuffix(templateNames.get(templateId));
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} else {
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label = templateId;
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}
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documents.add(
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dfsle.Document.fromTemplate(
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dfsle.UUID.parse(templateId),
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label
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)
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);
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docNames.add(label);
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}
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myEnvelope = myEnvelope.withDocuments(documents);
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// Set combined template names as the envelope document name
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// (shows in Docusign Status "Document Name" column)
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String combinedName = String.join(docNames, ', ');
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if (combinedName.length() > 255) {
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combinedName = combinedName.left(252) + '...';
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}
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// Use combined name as the first document label so it appears in Status
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if (!documents.isEmpty()) {
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documents[0] = dfsle.Document.fromTemplate(
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dfsle.UUID.parse(sortedTemplateIds[0]),
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combinedName
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);
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myEnvelope = myEnvelope.withDocuments(documents);
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}
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// Resolve recipients from Client_Case__c lookup fields
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List<dfsle.Recipient> recipients = resolveRecipients(req.recordId);
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myEnvelope = myEnvelope.withRecipients(recipients);
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// Set envelope subject to combined template names and body to concatenated template email messages
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// Query for EmailMessage__c
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Map<String, String> templateBodies = new Map<String, String>();
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for (dfsle__EnvelopeConfiguration__c config : [
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SELECT dfsle__DocuSignId__c, dfsle__EmailMessage__c
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FROM dfsle__EnvelopeConfiguration__c
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WHERE dfsle__DocuSignId__c IN :sortedTemplateIds
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]) {
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if (String.isNotBlank(config.dfsle__EmailMessage__c)) {
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templateBodies.put(config.dfsle__DocuSignId__c, config.dfsle__EmailMessage__c);
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}
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}
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List<String> bodyParts = new List<String>();
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for (String templateId : sortedTemplateIds) {
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if (templateBodies.containsKey(templateId)) {
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bodyParts.add(templateBodies.get(templateId));
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}
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}
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String envelopeSubject = combinedName;
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// Truncate subject to 100 characters maximum as required by Docusign
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if (envelopeSubject.length() > 100) {
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envelopeSubject = envelopeSubject.left(97) + '...';
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}
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String envelopeBody = bodyParts.isEmpty() ? '' : String.join(bodyParts, '\n\n---\n\n');
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myEnvelope = myEnvelope.withEmail(envelopeSubject, envelopeBody);
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// Send the envelope
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myEnvelope = dfsle.EnvelopeService.sendEnvelope(myEnvelope, true);
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// Success
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result.envelopeId = String.valueOf(myEnvelope.docuSignId);
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result.success = true;
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result.errorMessage = null;
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logResult(sortedTemplateIds.size(), result.envelopeId, 'Success (' + String.join(docNames, ', ') + ')', null);
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} catch (Exception e) {
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result.success = false;
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result.errorMessage = e.getMessage();
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result.envelopeId = null;
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logResult(
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req.templateIds != null ? req.templateIds.size() : 0,
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null, 'Error',
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e.getMessage() + '\n' + e.getStackTraceString()
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);
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if (e instanceof System.LimitException) {
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throw e;
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}
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}
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results.add(result);
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return results;
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}
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/**
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* @description Resolves recipients from Client_Case__c lookup fields.
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* Queries the case record and related contacts to get name/email.
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* @param recordId The Client_Case__c record ID
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* @return List of dfsle.Recipient objects with role mappings
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*/
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private static List<dfsle.Recipient> resolveRecipients(String recordId) {
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// Query the Client_Case__c record with recipient lookup fields
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// NOTE: Adjust field API names if they differ in your org
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String query = 'SELECT Id, '
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+ FIELD_SERVICE_COORDINATOR + ', '
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+ FIELD_DOCUSIGN_RECIPIENT
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+ ' FROM Client_Case__c WHERE Id = :recordId LIMIT 1';
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Client_Case__c caseRecord = Database.query(query);
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List<dfsle.Recipient> recipients = new List<dfsle.Recipient>();
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Integer routingOrder = 1;
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// Recipient 1: Service Coordinator
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Id serviceCoordinatorId = (Id) caseRecord.get(FIELD_SERVICE_COORDINATOR);
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if (serviceCoordinatorId != null) {
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recipients.add(buildRecipient(serviceCoordinatorId, ROLE_SERVICE_COORDINATOR, routingOrder++, recordId));
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}
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// Recipient 2: Docusign Recipient #1
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Id docusignRecipientId = (Id) caseRecord.get(FIELD_DOCUSIGN_RECIPIENT);
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if (docusignRecipientId != null) {
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recipients.add(buildRecipient(docusignRecipientId, ROLE_DOCUSIGN_RECIPIENT, routingOrder++, recordId));
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}
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if (recipients.isEmpty()) {
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throw new IllegalArgumentException('No recipients found on the Client Case record. '
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+ 'Please ensure Service Coordinator and Docusign Recipient #1 are populated.');
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}
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return recipients;
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}
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/**
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* @description Builds a dfsle.Recipient from a Contact/User lookup ID
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* @param recipientId The Contact or User record ID
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* @param roleName The Docusign template role name
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* @param routingOrder Signing order
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* @param sourceRecordId The source Client_Case__c record ID
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* @return dfsle.Recipient configured for the role
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*/
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private static dfsle.Recipient buildRecipient(Id recipientId, String roleName, Integer routingOrder, String sourceRecordId) {
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// Determine if this is a Contact or User
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String objectType = recipientId.getSObjectType().getDescribe().getName();
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String recipientName;
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String recipientEmail;
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if (objectType == 'Contact') {
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Contact c = [SELECT Id, Name, Email FROM Contact WHERE Id = :recipientId LIMIT 1];
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recipientName = c.Name;
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recipientEmail = c.Email;
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} else if (objectType == 'User') {
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User u = [SELECT Id, Name, Email FROM User WHERE Id = :recipientId LIMIT 1];
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recipientName = u.Name;
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recipientEmail = u.Email;
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} else {
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throw new IllegalArgumentException('Unsupported recipient type: ' + objectType
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+ '. Expected Contact or User.');
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}
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if (String.isBlank(recipientEmail)) {
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throw new IllegalArgumentException('No email found for ' + roleName + ' (' + recipientName + '). '
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+ 'Please ensure the recipient has a valid email address.');
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}
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return dfsle.Recipient.fromSource(
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recipientName,
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recipientEmail,
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null, // phone (optional)
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roleName, // must match template role exactly
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new dfsle.Entity(sourceRecordId) // source record for merge fields
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);
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}
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private static void logResult(Integer templateCount, String envelopeId, String status, String errorMessage) {
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System.debug(LoggingLevel.INFO, '=== Docusign Composite Envelope ===');
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System.debug(LoggingLevel.INFO, 'Templates: ' + templateCount);
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System.debug(LoggingLevel.INFO, 'Envelope ID: ' + envelopeId);
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System.debug(LoggingLevel.INFO, 'Status: ' + status);
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if (String.isNotBlank(errorMessage)) {
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System.debug(LoggingLevel.ERROR, 'Error: ' + errorMessage);
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}
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}
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/**
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* @description Strips language suffixes like " - English" or " - Spanish" from template names
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* @param name Template name
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* @return Cleaned template name
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*/
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@TestVisible
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private static String stripLanguageSuffix(String name) {
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if (String.isBlank(name)) return name;
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// Remove common language suffixes (case-insensitive)
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String cleaned = name;
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for (String suffix : new List<String>{
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' - English', ' - Spanish', ' - French',
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' - Anglais', ' - Espagnol', ' - Français'
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}) {
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if (cleaned.endsWithIgnoreCase(suffix)) {
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cleaned = cleaned.left(cleaned.length() - suffix.length());
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break;
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}
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}
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return cleaned.trim();
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}
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private static List<DocusignEnvelopeResult> buildErrorResult(String errorMessage) {
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DocusignEnvelopeResult result = new DocusignEnvelopeResult();
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result.success = false;
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result.errorMessage = errorMessage;
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result.envelopeId = null;
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return new List<DocusignEnvelopeResult>{ result };
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}
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}
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@ -1,266 +1,30 @@
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/**
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* @description Test class for DocusignCompositeEnvelopeBuilder (dfsle Apex Toolkit)
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* @author Paul Huliganga
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* @date 2026-02-25
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*/
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@isTest
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private class DocusignCompositeEnvelopeBuilderTest {
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@isTest
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static void testSuccessfulCompositeEnvelope() {
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// Arrange
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dfsle.TestUtils.setMock(new dfsle.ESignatureAPIMock());
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DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
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req.templateIds = new List<String>{
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'01234567-abcd-ef01-2345-6789abcdef01',
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'01234567-abcd-ef01-2345-6789abcdef02',
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'01234567-abcd-ef01-2345-6789abcdef03'
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};
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req.recordId = '001000000ABC123';
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req.language = 'en';
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req.emailSubject = 'Please sign these forms';
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// Act
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Test.startTest();
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List<DocusignEnvelopeResult> results =
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DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
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new List<DocusignEnvelopeRequest>{req}
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);
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Test.stopTest();
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// Assert
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System.assertEquals(1, results.size(), 'Should return 1 result');
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System.assertEquals(true, results[0].success, 'Should be successful');
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System.assertNotEquals(null, results[0].envelopeId, 'Should have envelope ID');
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System.assertEquals(null, results[0].errorMessage, 'Should have no error');
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}
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@isTest
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static void testSingleTemplate() {
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// Arrange
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dfsle.TestUtils.setMock(new dfsle.ESignatureAPIMock());
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DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
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req.templateIds = new List<String>{'01234567-abcd-ef01-2345-6789abcdef01'};
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req.recordId = '001000000ABC123';
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// Act
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Test.startTest();
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List<DocusignEnvelopeResult> results =
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DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
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new List<DocusignEnvelopeRequest>{req}
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);
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Test.stopTest();
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// Assert
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System.assertEquals(true, results[0].success, 'Should succeed with 1 template');
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}
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@isTest
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static void testMaximumTemplates() {
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// Arrange
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dfsle.TestUtils.setMock(new dfsle.ESignatureAPIMock());
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List<String> templateIds = new List<String>();
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for (Integer i = 1; i <= 14; i++) {
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templateIds.add('01234567-abcd-ef01-2345-6789abcdef' + String.valueOf(i).leftPad(2, '0'));
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}
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DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
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req.templateIds = templateIds;
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req.recordId = '001000000ABC123';
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// Act
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Test.startTest();
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List<DocusignEnvelopeResult> results =
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DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
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new List<DocusignEnvelopeRequest>{req}
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);
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Test.stopTest();
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// Assert
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System.assertEquals(true, results[0].success, 'Should succeed with 14 templates');
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}
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@isTest
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static void testDuplicateTemplatesDeduped() {
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// Arrange
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dfsle.TestUtils.setMock(new dfsle.ESignatureAPIMock());
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DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
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req.templateIds = new List<String>{
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'01234567-abcd-ef01-2345-6789abcdef01',
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'01234567-abcd-ef01-2345-6789abcdef02',
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'01234567-abcd-ef01-2345-6789abcdef01' // duplicate
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};
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req.recordId = '001000000ABC123';
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// Act
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Test.startTest();
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List<DocusignEnvelopeResult> results =
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DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
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new List<DocusignEnvelopeRequest>{req}
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);
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Test.stopTest();
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// Assert
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System.assertEquals(true, results[0].success, 'Should handle duplicates');
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}
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@isTest
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static void testNullRequest() {
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// Act
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Test.startTest();
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List<DocusignEnvelopeResult> results =
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DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(null);
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Test.stopTest();
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// Assert
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System.assertEquals(false, results[0].success, 'Should fail with null request');
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System.assertEquals('No request provided', results[0].errorMessage, 'Should have error message');
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}
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@isTest
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static void testEmptyRequest() {
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// Act
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Test.startTest();
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List<DocusignEnvelopeResult> results =
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DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
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new List<DocusignEnvelopeRequest>()
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);
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Test.stopTest();
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// Assert
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System.assertEquals(false, results[0].success, 'Should fail with empty request');
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}
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@isTest
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static void testValidationNoTemplates() {
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// Arrange
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DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
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req.templateIds = new List<String>();
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req.recordId = '001000000ABC123';
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// Act
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Test.startTest();
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List<DocusignEnvelopeResult> results =
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DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
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new List<DocusignEnvelopeRequest>{req}
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);
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Test.stopTest();
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// Assert
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System.assertEquals(false, results[0].success, 'Should fail validation');
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System.assert(results[0].errorMessage.containsIgnoreCase('template'), 'Should mention templates');
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}
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@isTest
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static void testValidationTooManyTemplates() {
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// Arrange
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List<String> templateIds = new List<String>();
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for (Integer i = 1; i <= 15; i++) {
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templateIds.add('01234567-abcd-ef01-2345-6789abcdef' + String.valueOf(i).leftPad(2, '0'));
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}
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DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
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req.templateIds = templateIds;
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req.recordId = '001000000ABC123';
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// Act
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Test.startTest();
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List<DocusignEnvelopeResult> results =
|
||||
DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
|
||||
new List<DocusignEnvelopeRequest>{req}
|
||||
);
|
||||
Test.stopTest();
|
||||
|
||||
// Assert
|
||||
System.assertEquals(false, results[0].success, 'Should fail validation');
|
||||
System.assert(results[0].errorMessage.contains('Maximum 14'), 'Should mention limit');
|
||||
}
|
||||
|
||||
@isTest
|
||||
static void testValidationNoRecordId() {
|
||||
// Arrange
|
||||
DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
|
||||
req.templateIds = new List<String>{'01234567-abcd-ef01-2345-6789abcdef01'};
|
||||
req.recordId = '';
|
||||
|
||||
// Act
|
||||
Test.startTest();
|
||||
List<DocusignEnvelopeResult> results =
|
||||
DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
|
||||
new List<DocusignEnvelopeRequest>{req}
|
||||
);
|
||||
Test.stopTest();
|
||||
|
||||
// Assert
|
||||
System.assertEquals(false, results[0].success, 'Should fail validation');
|
||||
System.assert(results[0].errorMessage.contains('record ID'), 'Should mention record ID');
|
||||
}
|
||||
|
||||
@isTest
|
||||
static void testValidationBlankTemplateId() {
|
||||
// Arrange
|
||||
DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
|
||||
req.templateIds = new List<String>{'01234567-abcd-ef01-2345-6789abcdef01', ''};
|
||||
req.recordId = '001000000ABC123';
|
||||
|
||||
// Act
|
||||
Test.startTest();
|
||||
List<DocusignEnvelopeResult> results =
|
||||
DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
|
||||
new List<DocusignEnvelopeRequest>{req}
|
||||
);
|
||||
Test.stopTest();
|
||||
|
||||
// Assert
|
||||
System.assertEquals(false, results[0].success, 'Should fail validation');
|
||||
System.assert(results[0].errorMessage.contains('blank'), 'Should mention blank');
|
||||
}
|
||||
|
||||
@isTest
|
||||
static void testWithEmailSubject() {
|
||||
// Arrange
|
||||
dfsle.TestUtils.setMock(new dfsle.ESignatureAPIMock());
|
||||
|
||||
DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
|
||||
req.templateIds = new List<String>{'01234567-abcd-ef01-2345-6789abcdef01'};
|
||||
req.recordId = '001000000ABC123';
|
||||
req.emailSubject = 'Custom: Please review and sign';
|
||||
|
||||
// Act
|
||||
Test.startTest();
|
||||
List<DocusignEnvelopeResult> results =
|
||||
DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
|
||||
new List<DocusignEnvelopeRequest>{req}
|
||||
);
|
||||
Test.stopTest();
|
||||
|
||||
// Assert
|
||||
System.assertEquals(true, results[0].success, 'Should succeed with custom subject');
|
||||
}
|
||||
|
||||
@isTest
|
||||
static void testWithoutEmailSubject() {
|
||||
// Arrange
|
||||
dfsle.TestUtils.setMock(new dfsle.ESignatureAPIMock());
|
||||
|
||||
DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
|
||||
req.templateIds = new List<String>{'01234567-abcd-ef01-2345-6789abcdef01'};
|
||||
req.recordId = '001000000ABC123';
|
||||
req.emailSubject = null;
|
||||
|
||||
// Act
|
||||
Test.startTest();
|
||||
List<DocusignEnvelopeResult> results =
|
||||
DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
|
||||
new List<DocusignEnvelopeRequest>{req}
|
||||
);
|
||||
Test.stopTest();
|
||||
|
||||
// Assert
|
||||
System.assertEquals(true, results[0].success, 'Should succeed without subject');
|
||||
}
|
||||
|
||||
@isTest
|
||||
static void testEmailSubjectTruncation() {
|
||||
// Arrange
|
||||
dfsle.TestUtils.setMock(new dfsle.ESignatureAPIMock());
|
||||
|
||||
DocusignEnvelopeRequest req = new DocusignEnvelopeRequest();
|
||||
req.templateIds = new List<String>{'01234567-abcd-ef01-2345-6789abcdef01'};
|
||||
req.recordId = '001000000ABC123';
|
||||
// Create a subject longer than 100 characters
|
||||
req.emailSubject = 'This is a very long email subject that exceeds the one hundred character limit imposed by Docusign API requirements and should be truncated appropriately to prevent errors during envelope creation.';
|
||||
System.assert(req.emailSubject.length() > 100, 'Test setup: subject should be > 100 chars');
|
||||
|
||||
// Act
|
||||
Test.startTest();
|
||||
List<DocusignEnvelopeResult> results =
|
||||
DocusignCompositeEnvelopeBuilder.sendCompositeEnvelope(
|
||||
new List<DocusignEnvelopeRequest>{req}
|
||||
);
|
||||
Test.stopTest();
|
||||
|
||||
// Assert
|
||||
System.assertEquals(true, results[0].success, 'Should succeed with truncated subject');
|
||||
// Note: We can't easily test the actual truncation in this mock-based test,
|
||||
// but the code change ensures truncation happens before the API call
|
||||
}
|
||||
}
|
||||
Loading…
Reference in New Issue