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Feature/Contributor Sequence flow
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nickmango authored Dec 4, 2024
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# EasyCLA Sign Flow: Sequence Overview
## 1. User Creates a Pull Request (PR)
- A contributor initiates a PR in the repository hosted on GitHub, Gerrit, or GitLab.
## 2. Repository Triggers Activity Endpoint
- The repository platform sends a request to EasyCLA's Python endpoint:
```
v2/repository-provider/{provider}/activity
```
## 3. EasyCLA Checks User Authorization
- EasyCLA internally verifies if the users involved in the PR are authorized to contribute to the repository.
## 4. Update Repository with User Status
- EasyCLA communicates back to the repository provider, updating the status of each user as either **signed** or **not signed**.
## 5. User Initiates Sign Process
- If a user is marked as **not signed**, they are prompted to begin the signing process and are redirected to the **EasyCLA Contributor Console**.
## 6. Contributor Chooses Sign Type
- Upon reaching the Contributor Console, the user selects one of two options:
- **Individual Contributor**
- **Corporate Contributor**
---
## 7. Individual Contributor Flow
### a. Initiate Individual Signature Request
- The system invokes the Go-based endpoint:
```
v4/request-individual-signature
```
- This action creates a new signature record with `signed = false` and initiates the signing process.
### a1. Redirect to DocuSign
- The API handles the integration with DocuSign, preparing a callback and redirect URL, and redirects the user to DocuSign for signing.
### a2. Completion of Signing
- Once the user completes the signing on DocuSign, a callback is triggered to:
```
v4/signed/individual/{installation_id}/{github_repository_id}/{change_request_id}
```
- This endpoint updates the signature record's `signed` flag to **true**, completing the process.
---
## 8. Corporate Contributor Flow
### b. Initiate Corporate Signature Process
#### 1. Redirect to Company Search
- The user is redirected to a company search interface within the Contributor Console.
#### 2. Search for Company
- Upon selecting a company, the system calls the Go-based search endpoint:
```
v3/organization/search?companyName=<company_name>&include-signing-entity-name=false
```
- This retrieves the relevant company information.
#### 3. Check and Prepare Employee Signature
- The system invokes the Python endpoint:
```
v2/check-prepare-employee-signature
```
- This checks whether the company follows a **Corporate CLA (CCLA)** or an **Entity CLA (ECLA)** flow.
---
### i. If Company Has a CCLA:
- The system verifies if the user is authorized:
- **If not authorized:**
- Prompts the user to contact the existing CLA manager for authorization.
- Sends a notification to CLA managers via the Go-based endpoint:
```
v4/notify-cla-managers
```
- An email is sent to the CLA managers, and the process ends.
- **If authorized:**
- Calls:
```
v4/request-employee-signature
```
---
### ii. If Company Does Not Have a CCLA:
- The system checks if the user is a CLA manager:
- **A. User is a CLA Manager:**
- Assigns CLA manager designee permissions via:
```
v4/company/{companySFID}/user/{userLFID}/claGroupID/{claGroupID}/cla-manager-designee
```
- Verifies the assigned role:
```
v4/company/{companySFID}/user/{userLFID}/claGroupID/{claGroupID}/is-cla-manager-designee
```
- Redirects to the corporate console where the user can see the **Sign** button.
- Calls the endpoint to request a corporate signature:
```
v4/request-corporate-signature
```
- This creates the signature record, completing the process.
- **B. User is Not a CLA Manager:**
- Fetches company administrators using:
```
v4/company/{companySFID}/admin
```
- Sends an invitation to become a company admin via:
```
/user/{userID}/invite-company-admin
```
- An email is sent to the user to invite them as a company admin, concluding the process.
```

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