Allow Legalpad document managers to add signature exemptions

Summary:
Ref T5532. Allow document managers to add exemptions, which act like signatures but are tracked a little differently.

The primary use case for us is users who sign a corporate CLA and need a user-level exemption if they don't want to sign an individual CLA.

Test Plan: See screenshots.

Reviewers: btrahan, chad

Reviewed By: chad

Subscribers: epriestley

Maniphest Tasks: T5532

Differential Revision: https://secure.phabricator.com/D9795

resources/sql/autopatches/20140701.legalexemption.1.sql

@@ -0,0 +1,2 @@
+ALTER TABLE {$NAMESPACE}_legalpad.legalpad_documentsignature
+  ADD isExemption BOOL NOT NULL DEFAULT 0 AFTER verified;

resources/sql/autopatches/20140701.legalexemption.2.sql

@@ -0,0 +1,2 @@
+ALTER TABLE {$NAMESPACE}_legalpad.legalpad_documentsignature
+  ADD exemptionPHID VARCHAR(64) COLLATE utf8_bin AFTER isExemption;

src/__phutil_library_map__.php

@@ -874,10 +874,12 @@ phutil_register_library_map(array(
     'LegalpadDocumentSearchEngine' => 'applications/legalpad/query/LegalpadDocumentSearchEngine.php',
     'LegalpadDocumentSignController' => 'applications/legalpad/controller/LegalpadDocumentSignController.php',
     'LegalpadDocumentSignature' => 'applications/legalpad/storage/LegalpadDocumentSignature.php',
+    'LegalpadDocumentSignatureAddController' => 'applications/legalpad/controller/LegalpadDocumentSignatureAddController.php',
     'LegalpadDocumentSignatureListController' => 'applications/legalpad/controller/LegalpadDocumentSignatureListController.php',
     'LegalpadDocumentSignatureQuery' => 'applications/legalpad/query/LegalpadDocumentSignatureQuery.php',
     'LegalpadDocumentSignatureSearchEngine' => 'applications/legalpad/query/LegalpadDocumentSignatureSearchEngine.php',
     'LegalpadDocumentSignatureVerificationController' => 'applications/legalpad/controller/LegalpadDocumentSignatureVerificationController.php',
+    'LegalpadDocumentSignatureViewController' => 'applications/legalpad/controller/LegalpadDocumentSignatureViewController.php',
     'LegalpadMockMailReceiver' => 'applications/legalpad/mail/LegalpadMockMailReceiver.php',
     'LegalpadReplyHandler' => 'applications/legalpad/mail/LegalpadReplyHandler.php',
     'LegalpadTransaction' => 'applications/legalpad/storage/LegalpadTransaction.php',
@@ -3639,10 +3641,12 @@ phutil_register_library_map(array(
       0 => 'LegalpadDAO',
       1 => 'PhabricatorPolicyInterface',
     ),
+    'LegalpadDocumentSignatureAddController' => 'LegalpadController',
     'LegalpadDocumentSignatureListController' => 'LegalpadController',
     'LegalpadDocumentSignatureQuery' => 'PhabricatorCursorPagedPolicyAwareQuery',
     'LegalpadDocumentSignatureSearchEngine' => 'PhabricatorApplicationSearchEngine',
     'LegalpadDocumentSignatureVerificationController' => 'LegalpadController',
+    'LegalpadDocumentSignatureViewController' => 'LegalpadController',
     'LegalpadMockMailReceiver' => 'PhabricatorObjectMailReceiver',
     'LegalpadReplyHandler' => 'PhabricatorMailReplyHandler',
     'LegalpadTransaction' => 'PhabricatorApplicationTransaction',

src/applications/legalpad/application/PhabricatorApplicationLegalpad.php

@@ -54,8 +54,11 @@ final class PhabricatorApplicationLegalpad extends PhabricatorApplication {
           'LegalpadDocumentSignatureVerificationController',
         'signatures/(?:(?P<id>\d+)/)?(?:query/(?P<queryKey>[^/]+)/)?' =>
           'LegalpadDocumentSignatureListController',
+        'addsignature/(?P<id>\d+)/' => 'LegalpadDocumentSignatureAddController',
+        'signature/(?P<id>\d+)/' => 'LegalpadDocumentSignatureViewController',
         'document/' => array(
-          'preview/' => 'PhabricatorMarkupPreviewController'),
+          'preview/' => 'PhabricatorMarkupPreviewController',
+        ),
       ));
   }
 

src/applications/legalpad/controller/LegalpadDocumentSignController.php

@@ -101,14 +101,26 @@ final class LegalpadDocumentSignController extends LegalpadController {
 
       // In this case, we know they've signed.
       $signed_at = $signature->getDateCreated();
+
+      if ($signature->getIsExemption()) {
+        $exemption_phid = $signature->getExemptionPHID();
+        $handles = $this->loadViewerHandles(array($exemption_phid));
+        $exemption_handle = $handles[$exemption_phid];
+
+        $signed_text = pht(
+          'You do not need to sign this document. '.
+          '%s added a signature exemption for you on %s.',
+          $exemption_handle->renderLink(),
+          phabricator_datetime($signed_at, $viewer));
+      } else {
+        $signed_text = pht(
+          'You signed this document on %s.',
+          phabricator_datetime($signed_at, $viewer));
+      }
+
       $signed_status = id(new AphrontErrorView())
         ->setSeverity(AphrontErrorView::SEVERITY_NOTICE)
-        ->setErrors(
-          array(
-            pht(
-              'You signed this document on %s.',
-              phabricator_datetime($signed_at, $viewer)),
-          ));
+        ->setErrors(array($signed_text));
     }
 
     $e_name = true;

src/applications/legalpad/controller/LegalpadDocumentSignatureAddController.php

@@ -0,0 +1,127 @@
+<?php
+
+final class LegalpadDocumentSignatureAddController extends LegalpadController {
+
+  private $id;
+
+  public function willProcessRequest(array $data) {
+    $this->id = $data['id'];
+  }
+
+  public function processRequest() {
+    $request = $this->getRequest();
+    $viewer = $request->getUser();
+
+    $document = id(new LegalpadDocumentQuery())
+      ->setViewer($viewer)
+      ->needDocumentBodies(true)
+      ->requireCapabilities(
+        array(
+          PhabricatorPolicyCapability::CAN_VIEW,
+          PhabricatorPolicyCapability::CAN_EDIT,
+        ))
+      ->withIDs(array($this->id))
+      ->executeOne();
+    if (!$document) {
+      return new Aphront404Response();
+    }
+
+    $next_uri = $this->getApplicationURI('signatures/'.$document->getID().'/');
+
+    $e_user = true;
+    $v_users = array();
+    $v_notes = '';
+    $errors = array();
+
+    if ($request->isFormPost()) {
+      $v_notes = $request->getStr('notes');
+      $v_users = array_slice($request->getArr('users'), 0, 1);
+
+      $user_phid = head($v_users);
+      if (!$user_phid) {
+        $e_user = pht('Required');
+        $errors[] = pht('You must choose a user to exempt.');
+      } else {
+        $user = id(new PhabricatorPeopleQuery())
+          ->setViewer($viewer)
+          ->withPHIDs(array($user_phid))
+          ->executeOne();
+
+        if (!$user) {
+          $e_user = pht('Invalid');
+          $errors[] = pht('That user does not exist.');
+        } else {
+          $signature = id(new LegalpadDocumentSignatureQuery())
+            ->setViewer($viewer)
+            ->withDocumentPHIDs(array($document->getPHID()))
+            ->withSignerPHIDs(array($user->getPHID()))
+            ->executeOne();
+          if ($signature) {
+            $e_user = pht('Signed');
+            $errors[] = pht('That user has already signed this document.');
+          } else {
+            $e_user = null;
+          }
+        }
+      }
+
+      if (!$errors) {
+        $name = $user->getRealName();
+        $email = $user->loadPrimaryEmailAddress();
+
+        $signature = id(new LegalpadDocumentSignature())
+          ->setDocumentPHID($document->getPHID())
+          ->setDocumentVersion($document->getVersions())
+          ->setSignerPHID($user->getPHID())
+          ->setSignerName($name)
+          ->setSignerEmail($email)
+          ->setIsExemption(1)
+          ->setExemptionPHID($viewer->getPHID())
+          ->setVerified(LegalpadDocumentSignature::VERIFIED)
+          ->setSignatureData(
+            array(
+              'name' => $name,
+              'email' => $email,
+              'notes' => $v_notes,
+            ));
+
+        $signature->save();
+
+        return id(new AphrontRedirectResponse())->setURI($next_uri);
+      }
+    }
+
+    $user_handles = $this->loadViewerHandles($v_users);
+
+    $form = id(new AphrontFormView())
+      ->setUser($viewer)
+      ->appendChild(
+        id(new AphrontFormTokenizerControl())
+          ->setLabel(pht('Exempt User'))
+          ->setName('users')
+          ->setLimit(1)
+          ->setDatasource('/typeahead/common/users/')
+          ->setValue($user_handles)
+          ->setError($e_user))
+      ->appendChild(
+        id(new AphrontFormTextAreaControl())
+          ->setLabel(pht('Notes'))
+          ->setName('notes')
+          ->setValue($v_notes));
+
+    return $this->newDialog()
+      ->setTitle(pht('Add Signature Exemption'))
+      ->setWidth(AphrontDialogView::WIDTH_FORM)
+      ->setErrors($errors)
+      ->appendParagraph(
+        pht(
+          'You can record a signature exemption if a user has signed an '.
+          'equivalent document. Other applications will behave as through the '.
+          'user has signed this document.'))
+      ->appendParagraph(null)
+      ->appendChild($form->buildLayoutView())
+      ->addSubmitButton(pht('Add Exemption'))
+      ->addCancelButton($next_uri);
+  }
+
+}

src/applications/legalpad/controller/LegalpadDocumentSignatureViewController.php

@@ -0,0 +1,71 @@
+<?php
+
+final class LegalpadDocumentSignatureViewController extends LegalpadController {
+
+  private $id;
+
+  public function willProcessRequest(array $data) {
+    $this->id = $data['id'];
+  }
+
+  public function processRequest() {
+    $request = $this->getRequest();
+    $viewer = $request->getUser();
+
+    $signature = id(new LegalpadDocumentSignatureQuery())
+      ->setViewer($viewer)
+      ->withIDs(array($this->id))
+      ->executeOne();
+    if (!$signature) {
+      return new Aphront404Response();
+    }
+
+
+    // NOTE: In order to see signature details (which include the relatively
+    // internal-feeling "notes" field) you must be able to edit the document.
+    // Essentially, this power is for document managers. Notably, this prevents
+    // users from seeing notes about their own exemptions by guessing their
+    // signature ID. This is purely a policy check.
+
+    $document = id(new LegalpadDocumentQuery())
+      ->setViewer($viewer)
+      ->withIDs(array($signature->getDocument()->getID()))
+      ->requireCapabilities(
+        array(
+          PhabricatorPolicyCapability::CAN_VIEW,
+          PhabricatorPolicyCapability::CAN_EDIT,
+        ))
+      ->executeOne();
+    if (!$document) {
+      return new Aphront404Response();
+    }
+
+
+    $document_id = $signature->getDocument()->getID();
+    $next_uri = $this->getApplicationURI('signatures/'.$document_id.'/');
+
+    $exemption_phid = $signature->getExemptionPHID();
+    $handles = $this->loadViewerHandles(array($exemption_phid));
+    $exemptor_handle = $handles[$exemption_phid];
+
+    $data = $signature->getSignatureData();
+
+    $form = id(new AphrontFormView())
+      ->setUser($viewer)
+      ->appendChild(
+        id(new AphrontFormMarkupControl())
+          ->setLabel(pht('Exemption By'))
+          ->setValue($exemptor_handle->renderLink()))
+      ->appendChild(
+        id(new AphrontFormMarkupControl())
+          ->setLabel(pht('Notes'))
+          ->setValue(idx($data, 'notes')));
+
+    return $this->newDialog()
+      ->setTitle(pht('Signature Details'))
+      ->setWidth(AphrontDialogView::WIDTH_FORM)
+      ->appendChild($form->buildLayoutView())
+      ->addCancelButton($next_uri, pht('Close'));
+  }
+
+}

src/applications/legalpad/query/LegalpadDocumentSignatureSearchEngine.php

@@ -178,6 +178,11 @@ final class LegalpadDocumentSignatureSearchEngine
       'red',
       pht('Unverified Email'));
 
+    $sig_exemption = $this->renderIcon(
+      'fa-asterisk',
+      'indigo',
+      pht('Exemption'));
+
     id(new PHUIIconView())
       ->setIconFont('fa-envelope', 'red')
       ->addSigil('has-tooltip')
@@ -190,7 +195,18 @@ final class LegalpadDocumentSignatureSearchEngine
 
       $document = $signature->getDocument();
 
-      if (!$signature->isVerified()) {
+      if ($signature->getIsExemption()) {
+        $signature_href = $this->getApplicationURI(
+          'signature/'.$signature->getID().'/');
+
+        $sig_icon = javelin_tag(
+          'a',
+          array(
+            'href' => $signature_href,
+            'sigil' => 'workflow',
+          ),
+          $sig_exemption);
+      } else if (!$signature->isVerified()) {
         $sig_icon = $sig_unverified;
       } else if ($signature->getDocumentVersion() != $document->getVersions()) {
         $sig_icon = $sig_old;
@@ -242,8 +258,23 @@ final class LegalpadDocumentSignatureSearchEngine
           'right',
         ));
 
+    $header = id(new PHUIHeaderView())
+      ->setHeader(pht('Signatures'));
+
+    if ($this->document) {
+      $document_id = $this->document->getID();
+
+      $header->addActionLink(
+        id(new PHUIButtonView())
+          ->setText(pht('Add Signature Exemption'))
+          ->setTag('a')
+          ->setHref($this->getApplicationURI('addsignature/'.$document_id.'/'))
+          ->setWorkflow(true)
+          ->setIcon(id(new PHUIIconView())->setIconFont('fa-pencil')));
+    }
+
     $box = id(new PHUIObjectBoxView())
-      ->setHeaderText(pht('Signatures'))
+      ->setHeader($header)
       ->appendChild($table);
 
     if (!$this->document) {

src/applications/legalpad/storage/LegalpadDocumentSignature.php

@@ -14,6 +14,8 @@ final class LegalpadDocumentSignature
   protected $signerEmail;
   protected $signatureData = array();
   protected $verified;
+  protected $isExemption = 0;
+  protected $exemptionPHID;
   protected $secretKey;
 
   private $document = self::ATTACHABLE;

src/docs/user/userguide/legalpad.diviner

@@ -61,6 +61,27 @@ users from seeing content until they sign the document:
 Users will now only be able to take the action (for example, view or edit the
 object) if they have signed the specified documents.
 
+
+Adding Exemptions
+=================
+
+If you have users who have signed an alternate form of a document (for example,
+you have a hard copy on file), or an equivalent document, or who are otherwise
+exempt from needing to sign a document in Legalpad, you can add a signature
+exemption for them.
+
+Other applications will treat users with a signature exemption as though they
+had signed the document, although the UI will show the signature as an exemption
+rather than a normal signature.
+
+To add an exemption, go to **Manage Document**, then **View Signatures**, then
+**Add Signature Exemption**.
+
+You can optionally add notes about why a user is exempt from signing a document.
+To review the notes later (and see who added the exemption), click the colored
+asterisk in the list view.
+
+
 Roadmap
 ========