Basic OpenSign integration

docs/configuration.md

@@ -41,6 +41,34 @@ Note that `.` becomes `_` and the config paths is joined by underscores.
 
 ## Important Settings
 
+### E-Signature Service Configuration (Switching from SignNow to OpenSign)
+Ubersystem supports both **SignNow** (commercial SaaS) and **OpenSign Labs** (open-source cloud / self-hosted Docker) for automated electronic signature collection on Dealer Terms & Conditions (`terms_and_conditions`).
+
+By default, when a dealer is accepted into the marketplace, Ubersystem checks `signnow_dealer_template_id`. However, via the `BaseSignatureRequest` and `get_esign_request()` architecture, Ubersystem dynamically routes all document workflows to **OpenSign** whenever an OpenSign template ID is provided.
+
+#### How to Switch to OpenSign
+To switch your event from SignNow to OpenSign, configure the following settings in your `config.ini` (`uber.ini`):
+
+```ini
+# 1. Provide the OpenSign Template ID (Setting this overrides SignNow automatically)
+opensign_dealer_template_id = "your_opensign_template_id_here"
+opensign_dealer_folder_id = "optional_opensign_folder_id"
+
+# 2. Configure the API URL and Token
+# By default, Ubersystem connects to OpenSign Cloud (https://api.opensignlabs.com/v1).
+# If you are running a self-hosted OpenSign Docker container, override the API URL:
+opensign_api_url = "https://signing.yourcon.org/v1"
+
+# For local development or non-AWS deployments, provide your static API token directly:
+opensign_api_token = "your_static_api_token_here"
+
+# For AWS Production deployments, leave opensign_api_token blank and provide your AWS Secrets Manager secret name:
+# Ubersystem will automatically pull, cache, and rotate the API token in Redis every 15 seconds.
+aws_opensign_secret_name = "production/opensign/credentials"
+```
+
+Once `opensign_dealer_template_id` is set, all frontend templates (`/preregistration/group_members`, `/group_admin/form`, `/group_admin/dealers`), background polling cron tasks (`check_document_signed`), and PDF downloads (`download_esign_document`) will automatically communicate with OpenSign instead of SignNow.
+
 ## Generated Configuration
 When working on Uber for a specific event, it's best to start with config overrides copied from that event. Some events have their config overrides available in their own repository. In these cases, you can run the `make_config.py` script in the root of this repo, which will download and compile the config you need into ready-made config files.
 

uber/automated_emails.py

@@ -683,6 +683,24 @@ def generic_placeholder(a): return a.placeholder and (not deferred_attendee_plac
     when=days_before(7, c.PLACEHOLDER_DEADLINE if c.PLACEHOLDER_DEADLINE else c.UBER_TAKEDOWN),
     ident='badge_confirmation_reminder_last_chance')
 
+    AutomatedEmailFixture(
+        Attendee,
+        f'Claim your badge for {c.EVENT_NAME_AND_YEAR}!',
+        'placeholders/regular.txt',
+        lambda a: a.placeholder and a.registered_local > earliest_opening_date and a.paid == c.NEED_NOT_PAY,
+        'generic_badge_confirmation_comped',
+        sender=c.CONTACT_EMAIL,
+        allow_at_the_con=True)
+
+    AutomatedEmailFixture(
+        Attendee,
+        f'Please complete your {c.EVENT_NAME_AND_YEAR} registration',
+        'placeholders/regular.txt',
+        lambda a: a.placeholder and a.registered_local > earliest_opening_date and \
+            a.paid != c.NEED_NOT_PAY and 'converted badge' not in a.admin_notes.lower(),
+        'generic_badge_confirmation',
+        sender=c.CONTACT_EMAIL,
+        allow_at_the_con=True) (Implement provider-agnostic OpenSign e-signature integration with comprehensive test suite and documentation)
 
 if c.VOLUNTEER_CHECKLIST_OPEN:
     StopsEmailFixture(

uber/config.py

@@ -302,6 +302,14 @@ class Config(_Overridable):
     For all of the datetime config options, we also define BEFORE_ and AFTER_ properties, e.g. you can
     check the booleans returned by c.BEFORE_PLACEHOLDER_DEADLINE or c.AFTER_PLACEHOLDER_DEADLINE
     """
+    @property
+    def ESIGN_DEALER_TEMPLATE_ID(self):
+        return getattr(self, 'SIGNNOW_DEALER_TEMPLATE_ID', '') or getattr(self, 'OPENSIGN_DEALER_TEMPLATE_ID', '')
+
+    @property
+    def ESIGN_DEALER_FOLDER_ID(self):
+        return getattr(self, 'SIGNNOW_DEALER_FOLDER_ID', '') or getattr(self, 'OPENSIGN_DEALER_FOLDER_ID', '')
+
     def get_oneday_price(self, dt):
         return self.BADGE_PRICES['single_day'].get(dt.strftime('%A'), self.DEFAULT_SINGLE_DAY)
 
@@ -1585,6 +1593,7 @@ def get_secret(self, secret_name):
 
     def get_all_secrets(self):
         self.get_signnow_secret()
+        self.get_opensign_secret()
 
     def get_signnow_secret(self):
         if not c.AWS_SIGNNOW_SECRET_NAME:
@@ -1596,6 +1605,15 @@ def get_signnow_secret(self):
             c.SIGNNOW_CLIENT_SECRET = signnow_secret.get('CLIENT_SECRET', '') or c.SIGNNOW_CLIENT_SECRET
             return signnow_secret
 
+    def get_opensign_secret(self):
+        if not c.AWS_OPENSIGN_SECRET_NAME:
+            return
+
+        opensign_secret = self.get_secret(c.AWS_OPENSIGN_SECRET_NAME)
+        if opensign_secret:
+            c.OPENSIGN_API_TOKEN = opensign_secret.get('API_TOKEN', '') or c.OPENSIGN_API_TOKEN
+            return opensign_secret
+
 def get_config_files(plugin_name, module_dir):
     config_files_str = os.environ.get(f"{plugin_name.upper()}_CONFIG_FILES", "")
     absolute_config_files = []
@@ -1727,7 +1745,7 @@ def build_hotel_inventory(inventory_type, room_types):
 
 
 c = Config()
-_config = parse_config("uber", pathlib.Path("/app/uber"))  # outside this module, we use the above c global instead of using this directly
+_config = parse_config("uber", pathlib.Path(__file__).resolve().parent)  # outside this module, we use the above c global instead of using this directly
 db_connection_string = os.environ.get('DB_CONNECTION_STRING')
 
 for conf, val in _config['secret'].items():

uber/configspec.ini

@@ -918,6 +918,7 @@ tools.cpstats.on = boolean(default=False)
 aws_secret_service_name = string(default="")
 
 aws_signnow_secret_name = string(default="")
+aws_opensign_secret_name = string(default="")
 aws_auth0_secret_name = string(default="")
 
 # Configuration for AWS email sending and secrets fetching feature
@@ -953,6 +954,12 @@ signnow_access_token = string(default='')
 signnow_username = string(default='')
 signnow_password = string(default='')
 
+# Configuration options for OpenSign e-signature integration (open-source alternative to SignNow)
+opensign_api_url = string(default='https://api.opensignlabs.com/v1')
+opensign_api_token = string(default='')
+opensign_dealer_template_id = string(default='')
+opensign_dealer_folder_id = string(default='')
+
 # Used to connect to our celery task queue broker, for example RabbitMQ
 broker_url = string(default="amqp://localhost//")
 

uber/models/attendee.py

@@ -1584,7 +1584,7 @@ def watchlist_guess(self):
                 watchentries = session.guess_attendee_watchentry(self)
                 return [w.to_dict() for w in watchentries]
         except Exception as ex:
-            log.warning('Error guessing watchlist entry: {}', ex)
+            log.warning('Error guessing watchlist entry: %s', ex)
             return None
 
     @property

uber/models/group.py

@@ -118,9 +118,9 @@ def cost_cents(self):
         return self.cost * 100
 
     @property
-    def signnow_texts_list(self):
+    def esign_texts_list(self):
         """
-        Returns a list of JSON representing uneditable texts fields to use for this group's document in SignNow.
+        Returns a list of JSON representing uneditable texts fields to use for this group's document in an e-signature provider.
         """
         page_number = 2
         textFont = 'Arial'
@@ -144,10 +144,13 @@ def signnow_texts_list(self):
 
         return texts
 
+    signnow_texts_list = esign_texts_list
+
     @property
-    def signnow_document_signed(self):
+    def esign_document_signed(self):
         return self.terms_conditions_doc and self.terms_conditions_doc.signed
 
+    signnow_document_signed = esign_document_signed
     def convert_to_shared(self, session):
         self.tables = 0
         if len(self.floating) < abs(1 - self.badges):