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Compliance Attorney creates contract #8

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ei8fdb opened this issue Nov 18, 2021 · 2 comments
Open
6 tasks

Compliance Attorney creates contract #8

ei8fdb opened this issue Nov 18, 2021 · 2 comments
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compliance/contracting This label relates to the compliance and contracting workflow.

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@ei8fdb
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ei8fdb commented Nov 18, 2021

Additional context

This is a sub-issue of the meta #2

User story

As a Compliance Attorney, I want to create a contract so that it can be ready for the Programme Manager to send to the Contractor for signing.


To-Do

  • @OpenTechFund/design to add designs to issue
  • @OpenTechFund/devs to review designs for implementation
  • Di to help organise testing/feedback session with OTF users
  • do testing/feedback session with OTF users
  • OTF to sign-off
  • @OpenTechFund/design make sure final designs are attached to issue
@ei8fdb ei8fdb self-assigned this Nov 18, 2021
@ei8fdb ei8fdb added the compliance/contracting This label relates to the compliance and contracting workflow. label Nov 18, 2021
@OpenTechFund OpenTechFund locked and limited conversation to collaborators Nov 18, 2021
@fourthletter
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fourthletter commented Jan 25, 2022

Project ID is needed to retrieve the list of deliverables for a project.

Vendor ID together with Project ID seems to be needed to create invoice, more on that later.

The amendment number is needed together with the other two to construct the contract number. Amendment
number start with "00" for the first contract and then the first amendment is "01" etc.

Contract number is: <projectid>-<vendorid>-<amendment>

In the database we can name these fields something like external_projectid etc. Then they can be reused by other integration and future devs can easily understand what they are.

The OTF staff member needs enter these 3 strings ( <projectid>-<vendorid>-<amendment>) into Hypha during the contracting and compliance phase - when the contract is being created.

@fourthletter
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On May 4 OTF & SimSec met and decided to place a hold on this issue. CA will not be able to create a contract from the WebApp.

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