Send MOU to legal contact functionality

[shaun-technovation]

Allow admins to send an MOU to the legal contact for a chapter.

[dboyer]

One note that the wireframes include a "Send MOU" button in the legal contact section on the admin page for an individual chapter. We'll want to support using that button to send the MOU, but there may also be some sort of option to send to multiple legal contacts at once. Not sure if that looks like a report of all orgs whose MOU is about to expire and an option to send an updated MOU to the legal contact or a different approach. But something to keep in mind when completing this issue.

[shaun-technovation]

This is on Preview and the DocuSign integration can now be tested.

After clicking the "Send MOU" button, an MOU should be sent to the legal contact's email address. The MOU document should have their name, email address, organization name and job title (if one is provided) pre-filled on the MOU.

After signing the MOU, you can log in to DocuSign (the URL and creds are in 1Password) to verify/look at it:

• Click "Manage" in the top menu bar
• Click "Sent" in the side nav, then you should see a new MOU item there

Also noting that this is just the basic functionality, we can iterate and improve any part of the UI/experience.

[shaun-technovation]

A few more notes regarding the access token:

• The DocuSign access token should be auto-refreshing via a Heroku scheduled job now
  • We shouldn't see any new [DOCUSIGN] Error sending MOU - The access token provided is expired, revoked or malformed. coming into Slack, if we do that mean the auto-refreshing functionality isn't working as intended
  • This job is scheduled to run 4 times a day to auto-refresh the token
  • The basic Heroku Scheduler add-on can only has 3 scheduling options:
    • Every 10 minutes
    • Every hour at
    • Every day at

[dboyer]

Tested on preview and confirmed:

• I could set the name and legal contact for a chapter
• I could click the "send MOU" button and received a document at that address
• I was able to sign the document and confirmed all data fields were filled out correctly
• I could download the completed doc and received an email with a link to download
• As an admin, I logged into Docusign and saw the doc was sent and signed

@shaun-technovation A few things:

• [ ] For production, will we be able to use something other than Technovation Engineering and this email address in the email the person sees with the link to sign?

• [ ] I saw the "send MOU" button even if I had not added an email address. I was able to click it and saw a "successfully scheduled job" message but obviously did not receive an email. Perhaps we could disable the button unless there is an email address or add some sort of help text near the email field that says "You must add an email address in order to send the MOU."

[shaun-technovation]

For production, will we be able to use something other than Technovation Engineering and this email address in the email the person sees with the link to sign?

Yeah, should be possible. I created #4701 to capture this and the "Go Live" process.

I saw the "send MOU" button even if I had not added an email address. I was able to click it and saw a "successfully scheduled job" message but obviously did not receive an email. Perhaps we could disable the button unless there is an email address or add some sort of help text near the email field that says "You must add an email address in order to send the MOU."

I addressed this in #4649, the "Send MOU" button will only get displayed if the legal contact has an email address. We can also add an email address requirement and/or make the "Send MOU" button always visible but pops up an error message if the legal contact doesn't have an email address too, or something like that.