Add support for sponsors requesting explicit contract at click-through levels

Click-through contracts makes it easier for most, but some sponsor
organisations require an actual contract at these levels as well. To
handle this, add an option during contract/address verification to
request an explicit contract, which can then be either manual or
digital, and will both prevent the clickthrough contract and invoice to
be sent until thsi contract has been completed.

Author: mhagander

postgresqleu/confsponsor/migrations/0035_sponsor_explicitcontract.py

@@ -0,0 +1,18 @@
+# Generated by Django 4.2.11 on 2025-06-03 13:17
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('confsponsor', '0034_rename_instantbuy'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='sponsor',
+            name='explicitcontract',
+            field=models.BooleanField(default=False, verbose_name='Requested explicit contract'),
+        ),
+    ]

postgresqleu/confsponsor/models.py

@@ -166,6 +166,7 @@ class Sponsor(models.Model):
     signmethod = models.IntegerField(null=False, blank=False, default=1, choices=((0, 'Digital signatures'), (1, 'Manual signatures')), verbose_name='Signing method')
     autoapprovesigned = models.BooleanField(null=False, blank=False, default=True, verbose_name="Approve on signing", help_text="Automatically approve once digital signatures are completed")
     contract = models.OneToOneField(DigisignDocument, null=True, blank=True, help_text="Contract, when using digital signatures", on_delete=models.SET_NULL)
+    explicitcontract = models.BooleanField(null=False, blank=False, default=False, verbose_name='Requested explicit contract')
 
     def __str__(self):
         return self.name

postgresqleu/confsponsor/util.py

@@ -175,7 +175,7 @@ def get_pdf_fields_for_conference(conference, sponsor=None, overrides={}):
         fields.append(
             ('static:euvat', sponsor.vatnumber if sponsor else overrides.get('static:euvat', 'Sponsor EU VAT number')),
         )
-    if sponsor and sponsor.level.contractlevel == 1:
+    if sponsor and sponsor.level.contractlevel == 1 and not sponsor.explicitcontract:
         # Only add clickthrough contract fields if it's a clickthrough level (or a preview, with no sponsor yet)
         fields.extend([
             ('static:clickthrough', overrides.get('static:clickthrough', 'Click-through agreement')),

postgresqleu/confsponsor/views.py

@@ -389,7 +389,7 @@ def _generate_and_send_sponsor_contract(sponsor):
         send_sponsor_manager_email(
             sponsor,
             'Your contract for {}'.format(conference.conferencename),
-            'confsponsor/mail/{}.txt'.format('sponsor_contract_instant' if level.contractlevel == 1 else 'sponsor_contract_manual'),
+            'confsponsor/mail/{}.txt'.format('sponsor_contract_instant' if (level.contractlevel == 1 and not sponsor.explicitcontract) else 'sponsor_contract_manual'),
             {
                 'conference': conference,
                 'sponsor': sponsor,
@@ -455,7 +455,7 @@ def sponsor_signup(request, confurlname, levelurlname):
         # Stage 2 = contract choice. When submitted, sign up.
         # If there is no contract needed on this level, or there is no choice
         # of contract because only one available, we bypass stage 1.
-        if stage == '1' and (level.contractlevel != 2 or not conference.contractprovider or not conference.manualcontracts):
+        if stage == '1' and ((level.contractlevel != 2 and request.POST.get('explicitcontract', '') != '1') or not conference.contractprovider or not conference.manualcontracts):
             stage = '2'
 
         def _render_contract_choices():
@@ -480,6 +480,7 @@ def _render_contract_choices():
                 'form': form,
                 'noform': 1,
                 'contractchoices': contractchoices,
+                'explicitcontract': request.POST.get('explicitcontract', '') == '1',
             })
 
         if stage == '0':
@@ -507,7 +508,7 @@ def _render_contract_choices():
             # If the Continue editing button is selected we should go back
             # to just rendering the normal form. Otherwise, go ahead and create the record.
             if request.POST.get('submit', '') != 'Continue editing':
-                if request.POST.get('contractchoice', '') not in ('0', '1') and level.contractlevel == 2:
+                if request.POST.get('contractchoice', '') not in ('0', '1') and (level.contractlevel == 2 or request.POST.get('explicitcontract', '') == '1'):
                     return _render_contract_choices()
 
                 social = {
@@ -525,8 +526,9 @@ def _render_contract_choices():
                                   level=level,
                                   social=social,
                                   invoiceaddr=form.cleaned_data['address'],
-                                  signmethod=1 if request.POST.get('contractchoice', '') == '1' or not conference.contractprovider or level.contractlevel < 2 else 0,
+                                  signmethod=1 if request.POST.get('contractchoice', '') == '1' or not conference.contractprovider or level.contractlevel < 2 or request.POST.get('explicitcontract', '') == '1' else 0,
                                   autoapprovesigned=conference.autocontracts,
+                                  explicitcontract=request.POST.get('explicitcontract', '') == '1',
                                   )
                 if settings.EU_VAT:
                     sponsor.vatstatus = int(form.cleaned_data['vatstatus'])
@@ -539,7 +541,7 @@ def _render_contract_choices():
 
                 error = None
 
-                if level.contractlevel < 2:
+                if level.contractlevel < 2 and request.POST.get('explicitcontract', '') != '1':
                     # No contract or click-through contract
                     if level.contractlevel == 1:
                         # Click-through contract
@@ -548,6 +550,7 @@ def _render_contract_choices():
                     mailstr += "Level does not require a signed contract. Verify the details and approve\nthe sponsorship using:\n\n{0}/events/sponsor/admin/{1}/{2}/".format(
                         settings.SITEBASE, conference.urlname, sponsor.id)
                 else:
+                    # Contract required!
                     contractid, error = _generate_and_send_sponsor_contract(sponsor)
 
                     if sponsor.signmethod == 1:

template/confsponsor/admin_dashboard.html

@@ -88,7 +88,7 @@ <h2>Unconfirmed sponsors</h2>
         {%else%}
       <span class="label label-success">Invoiced</span>
         {%endif%}
-      {%elif s.level.contractlevel < 2 %}
+      {%elif s.level.contractlevel < 2 and not s.explicitcontract %}
       <span class="label label-warning" title="Sponsor details for {%if s.level.contractlevel == 1 %}click-through{%else%}no{%endif%} contract levels have to be verified before invoice is issued">Pending organizer verification</span>
       {%else%}
         {%if s.signmethod == 0 and s.contract %}

template/confsponsor/admin_sponsor.html

@@ -140,7 +140,7 @@ <h4>Send new contract</h4>
 <p>
 This sponsorship is awaiting an <a href="/invoiceadmin/{{sponsor.invoice.pk}}/">invoice</a> to be paid.
 </p>
-{%if sponsor.level.contractlevel == 2 %}
+{%if sponsor.level.contractlevel == 2 or sponsor.explicitcontract %}
 {%comment%}Only full contract sponsorships should be manually confirmed{%endcomment%}
 <p>
 <b>Iff</b> there is a signed <i>and</i> countersigned contract available
@@ -161,7 +161,7 @@ <h4>Send new contract</h4>
 {%else%}
 {%comment%}Sponsor has no invoice{%endcomment%}
 {%if sponsor.level.levelcost %}
-{%if sponsor.level.contractlevel < 2%}
+{%if sponsor.level.contractlevel < 2 and not sponsor.explicitcontract %}
 <p>
   This sponsorship has not yet been issued an invoice. This is a
 {%if sponsor.level.contractlevel == 1 %}click-through{%else%}no{%endif%}
@@ -192,7 +192,7 @@ <h4>Send new contract</h4>
 has been received, go ahead and generate the invoice.
 </p>
 {%endif%}{%comment%}Digital contracts{%endcomment%}
-{%endif%}{%comment%}contractlevel < 2{%endcomment%}
+{%endif%}{%comment%}contractlevel < 2 and not explicitcontract{%endcomment%}
 {%else%}{%comment%}levelcost != 0 {%endcomment%}
 <p>
   This sponsorship has zero cost, which means payment is handled manually.

template/confsponsor/admin_sponsor_details.html

@@ -41,7 +41,7 @@
     <td>
       {%if sponsor.level.contractlevel == 0 %}
       No contract needed for this level.
-      {%elif sponsor.level.contractlevel == 1 %}
+      {%elif sponsor.level.contractlevel == 1 and not sponsor.explicitcontract %}
       Click-through contract completed. {%if not sponsor.confirmed%}<form class="inline-block-form" method="post" action="resendcontract/">{% csrf_token %}<input type="submit" class="btn btn-sm btn-default confirm-btn" value="Re-send contract anyway" data-confirm="Are you sure you want to re-send a new contract to this sponsor?{%if sponsor.signmethod == 0%} {{conference.contractprovider.implementation.resendprompt}}{%endif%}"></form>{%endif%}
       {%else%}{%comment%}Full contract{%endcomment%}
        {%if sponsor.signmethod == 0%}

template/confsponsor/signupform.html

@@ -65,6 +65,19 @@ <h4>Contract details</h4>
   step. If anything about it is incorrect please click <i>Continue
   editing</i> and correct it <i>before</i> proceeding.
 </p>
+
+{% if level.contractlevel == 1 %}
+<h4>Contract options</h4>
+<p>
+  As this level uses a click-thruogh contract, no specific contract signature is
+  required. However, if your organization requires a signed contract, you can
+  explicitly request one here.
+</p>
+<p>
+  <input type="checkbox" name="explicitcontract" value="1"> Request explicit contract
+</p>
+{% endif %}
+
 {%endif%}
 
 <h4>Invoice address preview</h4>
@@ -97,6 +110,7 @@ <h4>Contract signing</h4>
 </dl>
 
 <input type="hidden" name="stage" value="2">
+{%if explicitcontract %}<input type="hidden" name="explicitcontract" value="1">{%endif%}
 {%endif%}{# contractchoices #}
 
 {%if level.contractlevle == 2 and not noform %}

template/confsponsor/sponsor.html

@@ -40,7 +40,7 @@ <h1>Conference Sponsorship - {{sponsor.conference}}</h1>
     <td>
 {% if sponsor.level.contractlevel == 0 %}
 This level requires no contract.
-{% elif sponsor.level.contractlevel == 1 %}
+{% elif sponsor.level.contractlevel == 1 and not sponsor.explicitcontract %}
       Click-through contract agreed to. <a href="contractview/" class="btn btn-outline-dark btn-sm">View copy of contract</a>
 {% else %}
 {%if sponsor.signmethod == 0%}
@@ -75,7 +75,7 @@ <h1>Conference Sponsorship - {{sponsor.conference}}</h1>
 {%endwith%}
 {%else%}
 {%comment%}No invoice generated{%endcomment%}
-{%if sponsor.level.contractlevel < 2 %}
+{%if sponsor.level.contractlevel < 2 and not sponsor.explicitcontract %}
 {%comment%}No invoice generated but clickthrough contract or no contract, so awaiting admin approval{%endcomment%}
 <p>
   Your sponsorship request has been submitted, and is currently awaiting confirmation