feat: allow blanket IPR disclosures (ietf-tools#7934)

* refactor: avoid shadowing type()

* style: Black

* feat: is_blanket_disclosure field

* feat: add field to form

* feat: js to mark field required/not required

* feat: blanket disclosure = royalty-free license

* feat: manage licensing radio buttons

* fix: adjust wording/format of disclosure page

* fix: point at RFC 8179 in checkbox label

* test: test blanket disclosure licensing restrictions

* fix: conditionally render is_blanket_disclosure

* test: refactor test case

* test: patent details optional for blanket ipr

Author: jennifer-richards

ietf/ipr/forms.py

@@ -338,7 +338,19 @@ def clean(self):
 
         return cleaned_data
 
+
 class HolderIprDisclosureForm(IprDisclosureFormBase):
+    is_blanket_disclosure = forms.BooleanField(
+        label=mark_safe(
+            'This is a blanket IPR disclosure '
+            '(see Section 5.4.3 of <a href="https://www.ietf.org/rfc/rfc8179.txt">RFC 8179</a>)'
+        ),
+        help_text="In satisfaction of its disclosure obligations, Patent Holder commits to license all of "
+                  "IPR (as defined in RFC 8179) that would have required disclosure under RFC 8179 on a "
+                  "royalty-free (and otherwise reasonable and non-discriminatory) basis. Patent Holder "
+                  "confirms that all other terms and conditions are described in this IPR disclosure.",
+        required=False,
+    )
     licensing = CustomModelChoiceField(IprLicenseTypeName.objects.all(),
         widget=forms.RadioSelect,empty_label=None)
 
@@ -356,6 +368,15 @@ def __init__(self, *args, **kwargs):
         else:
             # entering new disclosure
             self.fields['licensing'].queryset = IprLicenseTypeName.objects.exclude(slug='none-selected')
+        
+        if self.data.get("is_blanket_disclosure", False):
+            # for a blanket disclosure, patent details are not required
+            self.fields["patent_number"].required = False
+            self.fields["patent_inventor"].required = False
+            self.fields["patent_title"].required = False
+            self.fields["patent_date"].required = False
+            # n.b., self.fields["patent_notes"] is never required
+
 
     def clean(self):
         cleaned_data = super(HolderIprDisclosureForm, self).clean()

ietf/ipr/migrations/0004_holderiprdisclosure_is_blanket_disclosure.py

@@ -0,0 +1,16 @@
+# Copyright The IETF Trust 2024, All Rights Reserved
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("ipr", "0003_alter_iprdisclosurebase_docs"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="holderiprdisclosure",
+            name="is_blanket_disclosure",
+            field=models.BooleanField(default=False),
+        ),
+    ]

ietf/ipr/models.py

@@ -3,6 +3,7 @@
 
 
 from django.conf import settings
+from django.core.exceptions import ValidationError
 from django.db import models
 from django.urls import reverse
 from django.utils import timezone
@@ -124,17 +125,30 @@ def is_thirdparty(self):
 
 
 class HolderIprDisclosure(IprDisclosureBase):
-    ietfer_name              = models.CharField(max_length=255, blank=True) # "Whose Personal Belief Triggered..."
-    ietfer_contact_email     = models.EmailField(blank=True)
-    ietfer_contact_info      = models.TextField(blank=True)
-    patent_info              = models.TextField()
-    has_patent_pending       = models.BooleanField(default=False)
-    holder_contact_email     = models.EmailField()
-    holder_contact_name      = models.CharField(max_length=255)
-    holder_contact_info      = models.TextField(blank=True, help_text="Address, phone, etc.")
-    licensing                = ForeignKey(IprLicenseTypeName)
-    licensing_comments       = models.TextField(blank=True)
+    ietfer_name = models.CharField(
+        max_length=255, blank=True
+    )  # "Whose Personal Belief Triggered..."
+    ietfer_contact_email = models.EmailField(blank=True)
+    ietfer_contact_info = models.TextField(blank=True)
+    patent_info = models.TextField()
+    has_patent_pending = models.BooleanField(default=False)
+    holder_contact_email = models.EmailField()
+    holder_contact_name = models.CharField(max_length=255)
+    holder_contact_info = models.TextField(blank=True, help_text="Address, phone, etc.")
+    licensing = ForeignKey(IprLicenseTypeName)
+    licensing_comments = models.TextField(blank=True)
     submitter_claims_all_terms_disclosed = models.BooleanField(default=False)
+    is_blanket_disclosure = models.BooleanField(default=False)
+    
+    def clean(self):
+        if self.is_blanket_disclosure:
+            # If the IprLicenseTypeName does not exist, we have a serious problem and a 500 response is ok,
+            # so not handling failure of the `get()`
+            royalty_free_licensing = IprLicenseTypeName.objects.get(slug="royalty-free")
+            if self.licensing_id != royalty_free_licensing.pk:
+                raise ValidationError(
+                    f'Must select "{royalty_free_licensing.desc}" for a blanket IPR disclosure.')
+
 
 class ThirdPartyIprDisclosure(IprDisclosureBase):
     ietfer_name              = models.CharField(max_length=255) # "Whose Personal Belief Triggered..."

ietf/ipr/tests.py

@@ -33,7 +33,7 @@
     IprDocRelFactory,
     IprEventFactory
 )
-from ietf.ipr.forms import DraftForm
+from ietf.ipr.forms import DraftForm, HolderIprDisclosureForm
 from ietf.ipr.mail import (process_response_email, get_reply_to, get_update_submitter_emails,
     get_pseudo_submitter, get_holders, get_update_cc_addrs)
 from ietf.ipr.models import (IprDisclosureBase,GenericIprDisclosure,HolderIprDisclosure,
@@ -272,16 +272,16 @@ def test_sitemap(self):
 
     def test_new_generic(self):
         """Ensure new-generic redirects to new-general"""
-        url = urlreverse("ietf.ipr.views.new", kwargs={ "type": "generic" })
+        url = urlreverse("ietf.ipr.views.new", kwargs={ "_type": "generic" })
         r = self.client.get(url)
         self.assertEqual(r.status_code,302)
-        self.assertEqual(urlparse(r["Location"]).path, urlreverse("ietf.ipr.views.new", kwargs={ "type": "general"}))
+        self.assertEqual(urlparse(r["Location"]).path, urlreverse("ietf.ipr.views.new", kwargs={ "_type": "general"}))
 
 
     def test_new_general(self):
         """Add a new general disclosure.  Note: submitter does not need to be logged in.
         """
-        url = urlreverse("ietf.ipr.views.new", kwargs={ "type": "general" })
+        url = urlreverse("ietf.ipr.views.new", kwargs={ "_type": "general" })
 
         # invalid post
         r = self.client.post(url, {
@@ -319,7 +319,7 @@ def test_new_specific(self):
         """
         draft = WgDraftFactory()
         rfc = WgRfcFactory()
-        url = urlreverse("ietf.ipr.views.new", kwargs={ "type": "specific" })
+        url = urlreverse("ietf.ipr.views.new", kwargs={ "_type": "specific" })
 
         # successful post
         empty_outbox()
@@ -375,7 +375,7 @@ def test_new_specific(self):
     def test_new_specific_no_revision(self):
         draft = WgDraftFactory()
         rfc = WgRfcFactory()
-        url = urlreverse("ietf.ipr.views.new", kwargs={ "type": "specific" })
+        url = urlreverse("ietf.ipr.views.new", kwargs={ "_type": "specific" })
 
         # successful post
         empty_outbox()
@@ -409,7 +409,7 @@ def test_new_thirdparty(self):
         """
         draft = WgDraftFactory()
         rfc = WgRfcFactory()
-        url = urlreverse("ietf.ipr.views.new", kwargs={ "type": "third-party" })
+        url = urlreverse("ietf.ipr.views.new", kwargs={ "_type": "third-party" })
 
         # successful post
         empty_outbox()
@@ -456,7 +456,7 @@ def test_edit(self):
         r = self.client.get(url)
         self.assertContains(r, original_ipr.holder_legal_name)
 
-        #url = urlreverse("ietf.ipr.views.new", kwargs={ "type": "specific" })
+        #url = urlreverse("ietf.ipr.views.new", kwargs={ "_type": "specific" })
         # successful post
         empty_outbox()
         post_data = {
@@ -503,7 +503,7 @@ def test_update(self):
         r = self.client.get(url)
         self.assertContains(r, original_ipr.title)
 
-        #url = urlreverse("ietf.ipr.views.new", kwargs={ "type": "specific" })
+        #url = urlreverse("ietf.ipr.views.new", kwargs={ "_type": "specific" })
         # successful post
         empty_outbox()
         r = self.client.post(url, {
@@ -543,7 +543,7 @@ def test_update(self):
 
     def test_update_bad_post(self):
         draft = WgDraftFactory()
-        url = urlreverse("ietf.ipr.views.new", kwargs={ "type": "specific" })
+        url = urlreverse("ietf.ipr.views.new", kwargs={ "_type": "specific" })
 
         empty_outbox()
         r = self.client.post(url, {
@@ -1022,3 +1022,61 @@ def test_revisions_invalid(self):
             "revisions",
             null_char_error_msg,
         )
+
+
+class HolderIprDisclosureFormTests(TestCase):
+    def setUp(self):
+        super().setUp()
+        # Checkboxes that are False are left out of the Form data, not sent back at all. These are
+        # commented out - if they were checked, their value would be "on".
+        self.data = {
+            "holder_legal_name": "Test Legal",
+            "holder_contact_name": "Test Holder",
+            "holder_contact_email": "test@holder.com",
+            "holder_contact_info": "555-555-0100",
+            "ietfer_name": "Test Participant",
+            "ietfer_contact_info": "555-555-0101",
+            "iprdocrel_set-TOTAL_FORMS": 2,
+            "iprdocrel_set-INITIAL_FORMS": 0,
+            "iprdocrel_set-0-document": "1234",  # fake id - validates but won't save()
+            "iprdocrel_set-0-revisions": '00',
+            "iprdocrel_set-1-document": "4567",  # fake id - validates but won't save()
+            # "is_blanket_disclosure": "on", 
+            "patent_number": "SE12345678901",
+            "patent_inventor": "A. Nonymous",
+            "patent_title": "A method of transferring bits",
+            "patent_date": "2000-01-01",
+            # "has_patent_pending": "on",
+            "licensing": "reasonable",
+            "submitter_name": "Test Holder",
+            "submitter_email": "test@holder.com",
+        }
+        
+    def test_blanket_disclosure_licensing_restrictions(self):
+        """when is_blanket_disclosure is True only royalty-free licensing is valid
+        
+        Most of the form functionality is tested via the views in IprTests above. More thorough testing
+        of validation ought to move here so we don't have to exercise the whole Django plumbing repeatedly.
+        """       
+        self.assertTrue(HolderIprDisclosureForm(data=self.data).is_valid())       
+        self.data["is_blanket_disclosure"] = "on"
+        self.assertFalse(HolderIprDisclosureForm(data=self.data).is_valid())       
+        self.data["licensing"] = "royalty-free"
+        self.assertTrue(HolderIprDisclosureForm(data=self.data).is_valid())       
+
+    def test_patent_details_required_unless_blanket(self):
+        self.assertTrue(HolderIprDisclosureForm(data=self.data).is_valid())
+        patent_fields = ["patent_number", "patent_inventor", "patent_title", "patent_date"]
+        # any of the fields being missing should invalidate the form
+        for pf in patent_fields:
+            val = self.data.pop(pf)
+            self.assertFalse(HolderIprDisclosureForm(data=self.data).is_valid())
+            self.data[pf] = val
+
+        # should be optional if is_blanket_disclosure is True
+        self.data["is_blanket_disclosure"] = "on"
+        self.data["licensing"] = "royalty-free"  # also needed for a blanket disclosure
+        for pf in patent_fields:
+            val = self.data.pop(pf)
+            self.assertTrue(HolderIprDisclosureForm(data=self.data).is_valid())
+            self.data[pf] = val

ietf/ipr/urls.py

@@ -25,6 +25,6 @@
     url(r'^(?P<id>\d+)/state/$', views.state),
     url(r'^update/$', RedirectView.as_view(url=reverse_lazy('ietf.ipr.views.showlist'), permanent=True)),
     url(r'^update/(?P<id>\d+)/$', views.update),
-    url(r'^new-(?P<type>(specific|generic|general|third-party))/$', views.new),
+    url(r'^new-(?P<_type>(specific|generic|general|third-party))/$', views.new),
     url(r'^search/$', views.search),
 ]