CLDC-3743: Allow coordinators to manage schemes for recently absorbed organisations (#2764)

* CLDC-3743: Allow coordinators to manage schemes for recently absorbed organisations

* Fix status calculation for locations

* Avoid errors with merged stock owners

* Adjust when to hide org field in scheme creation

* Don't show activation buttons for schemes at merged orgs

* Update hint message about created locations, and restrict location creation to relevant org statuses

* Remove extra whitespace

* Fix references to scheme organisation

app/controllers/organisations_controller.rb

@@ -24,7 +24,7 @@ class OrganisationsController < ApplicationController
   end
 
   def schemes
-    organisation_schemes = Scheme.visible.where(owning_organisation: [@organisation] + @organisation.parent_organisations)
+    organisation_schemes = Scheme.visible.where(owning_organisation: [@organisation] + @organisation.parent_organisations + @organisation.absorbed_organisations.visible.merged_during_open_collection_period)
 
     @pagy, @schemes = pagy(filter_manager.filtered_schemes(organisation_schemes, search_term, session_filters))
     @searched = search_term.presence

app/controllers/schemes_controller.rb

@@ -118,6 +118,10 @@ class SchemesController < ApplicationController
     validation_errors scheme_params
 
     if @scheme.errors.empty? && @scheme.save
+      if @scheme.owning_organisation.merge_date.present?
+        deactivation = SchemeDeactivationPeriod.new(scheme: @scheme, deactivation_date: @scheme.owning_organisation.merge_date)
+        deactivation.save!(validate: false)
+      end
       redirect_to scheme_primary_client_group_path(@scheme)
     else
       if @scheme.errors.any? { |error| error.attribute == :owning_organisation }

app/helpers/filters_helper.rb

@@ -192,9 +192,15 @@ module FiltersHelper
   end
 
   def show_scheme_managing_org_filter?(user)
+    return true if user.support?
+
     org = user.organisation
+    stock_owners = org.stock_owners.count
+    recently_absorbed_with_stock = org.absorbed_organisations.visible.merged_during_open_collection_period.where(holds_own_stock: true).count
+
+    relevant_orgs_count = stock_owners + recently_absorbed_with_stock + (org.holds_own_stock? ? 1 : 0)
 
-    user.support? || org.stock_owners.count > 1 || (org.holds_own_stock? && org.stock_owners.count.positive?)
+    relevant_orgs_count > 1
   end
 
   def logs_for_both_needstypes_present?(organisation)

app/helpers/schemes_helper.rb

@@ -20,11 +20,14 @@ module SchemesHelper
   end
 
   def owning_organisation_options(current_user)
-    all_orgs = Organisation.visible.map { |org| OpenStruct.new(id: org.id, name: org.name) }
-    user_org = [OpenStruct.new(id: current_user.organisation_id, name: current_user.organisation.name)]
-    stock_owners = current_user.organisation.stock_owners.visible.map { |org| OpenStruct.new(id: org.id, name: org.name) }
-    merged_organisations = current_user.organisation.absorbed_organisations.visible.merged_during_open_collection_period.map { |org| OpenStruct.new(id: org.id, name: org.name) }
-    current_user.support? ? all_orgs : user_org + stock_owners + merged_organisations
+    if current_user.support?
+      Organisation.visible.map { |org| OpenStruct.new(id: org.id, name: org.name) }
+    else
+      user_org = [current_user.organisation]
+      stock_owners = current_user.organisation.stock_owners.visible.filter { |org| org.status == :active || (org.status == :merged && org.merge_date >= FormHandler.instance.start_date_of_earliest_open_for_editing_collection_period) }
+      merged_organisations = current_user.organisation.absorbed_organisations.visible.merged_during_open_collection_period
+      (user_org + stock_owners + merged_organisations).map { |org| OpenStruct.new(id: org.id, name: org.name) }
+    end
   end
 
   def null_option
@@ -81,7 +84,12 @@ module SchemesHelper
     when :deactivating_soon
       "This scheme deactivates on #{scheme.last_deactivation_date.to_formatted_s(:govuk_date)}. Any locations you add will be deactivated on the same date. Reactivate the scheme to add locations active after this date."
     when :deactivated
-      "This scheme deactivated on #{scheme.last_deactivation_date.to_formatted_s(:govuk_date)}. Any locations you add will be deactivated on the same date. Reactivate the scheme to add locations active after this date."
+      case scheme.owning_organisation.status
+      when :active
+        "This scheme deactivated on #{scheme.last_deactivation_date.to_formatted_s(:govuk_date)}. Any locations you add will be deactivated on the same date. Reactivate the scheme to add locations active after this date."
+      when :merged
+        "This scheme has been deactivated due to #{scheme.owning_organisation.name} merging into #{scheme.owning_organisation.absorbing_organisation.name} on #{scheme.owning_organisation.merge_date.to_formatted_s(:govuk_date)}. Any locations you add will be deactivated on the same date. Use the after merge organisation for schemes and locations active after this date."
+      end
     end
   end
 

app/models/location.rb

@@ -54,13 +54,13 @@ class Location < ApplicationRecord
   }
 
   scope :deactivated, lambda { |date = Time.zone.now|
-    deactivated_by_organisation
+    deactivated_by_organisation(date)
       .or(deactivated_directly(date))
       .or(deactivated_by_scheme(date))
   }
 
-  scope :deactivated_by_organisation, lambda {
-    merge(Organisation.filter_by_inactive)
+  scope :deactivated_by_organisation, lambda { |date = Time.zone.now|
+    merge(Organisation.filter_by_inactive.or(Organisation.where("merge_date <= ?", date)))
   }
 
   scope :deactivated_by_scheme, lambda { |date = Time.zone.now|
@@ -206,7 +206,7 @@ class Location < ApplicationRecord
   def status_at(date)
     return :deleted if discarded_at.present?
     return :incomplete unless confirmed
-    return :deactivated if scheme.owning_organisation.status_at(date) == :deactivated ||
+    return :deactivated if scheme.owning_organisation.status_at(date) == :deactivated || scheme.owning_organisation.status_at(date) == :merged ||
       open_deactivation&.deactivation_date.present? && date >= open_deactivation.deactivation_date || scheme.status_at(date) == :deactivated
     return :deactivating_soon if open_deactivation&.deactivation_date.present? && date < open_deactivation.deactivation_date || scheme.status_at(date) == :deactivating_soon
     return :activating_soon if startdate.present? && date < startdate

app/models/scheme.rb

@@ -57,8 +57,8 @@ class Scheme < ApplicationRecord
       .or(deactivated_directly)
   }
 
-  scope :deactivated_by_organisation, lambda {
-    merge(Organisation.filter_by_inactive)
+  scope :deactivated_by_organisation, lambda { |date = Time.zone.now|
+    merge(Organisation.filter_by_inactive.or(Organisation.where("merge_date <= ?", date)))
   }
 
   scope :deactivated_directly, lambda { |date = Time.zone.now|
@@ -96,7 +96,7 @@ class Scheme < ApplicationRecord
   scope :active, lambda { |date = Time.zone.now|
     where.not(id: joins(:scheme_deactivation_periods).reactivating_soon(date).pluck(:id))
     .where.not(id: incomplete.pluck(:id))
-      .where.not(id: joins(:owning_organisation).deactivated_by_organisation.pluck(:id))
+      .where.not(id: joins(:owning_organisation).deactivated_by_organisation(date).pluck(:id))
       .where.not(id: joins(:owning_organisation).joins(:scheme_deactivation_periods).deactivated_directly(date).pluck(:id))
       .where.not(id: activating_soon(date).pluck(:id))
   }
@@ -314,7 +314,7 @@ class Scheme < ApplicationRecord
   def status_at(date)
     return :deleted if discarded_at.present?
     return :incomplete unless confirmed && locations.confirmed.any?
-    return :deactivated if owning_organisation.status_at(date) == :deactivated ||
+    return :deactivated if owning_organisation.status_at(date) == :deactivated || owning_organisation.status_at(date) == :merged ||
       (open_deactivation&.deactivation_date.present? && date >= open_deactivation.deactivation_date)
     return :deactivating_soon if open_deactivation&.deactivation_date.present? && date < open_deactivation.deactivation_date
     return :reactivating_soon if last_deactivation_before(date)&.reactivation_date.present? && date < last_deactivation_before(date).reactivation_date

app/policies/location_policy.rb

@@ -16,14 +16,14 @@ class LocationPolicy
     if location == Location
       user.data_coordinator?
     else
-      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
   def update?
     return true if user.support?
 
-    user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+    user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
   end
 
   def delete_confirmation?
@@ -62,7 +62,7 @@ class LocationPolicy
     define_method method_name do
       return true if user.support?
 
-      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -73,7 +73,7 @@ class LocationPolicy
     define_method method_name do
       return true if user.support?
 
-      scheme_owned_by_user_org_or_stock_owner
+      scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -83,8 +83,11 @@ private
     location.scheme
   end
 
-  def scheme_owned_by_user_org_or_stock_owner
-    scheme&.owning_organisation == user.organisation || user.organisation.stock_owners.exists?(scheme&.owning_organisation_id)
+  def scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
+    scheme_owned_by_user_org = scheme&.owning_organisation == user.organisation
+    scheme_owned_by_stock_owner = user.organisation.stock_owners.exists?(scheme&.owning_organisation_id)
+    scheme_owned_by_recently_absorbed_org = user.organisation.absorbed_organisations.visible.merged_during_open_collection_period.exists?(scheme&.owning_organisation_id)
+    scheme_owned_by_user_org || scheme_owned_by_stock_owner || scheme_owned_by_recently_absorbed_org
   end
 
   def has_any_logs_in_editable_collection_period

app/policies/scheme_policy.rb

@@ -12,7 +12,7 @@ class SchemePolicy
     if scheme == Scheme
       true
     else
-      scheme_owned_by_user_org_or_stock_owner
+      scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -27,7 +27,7 @@ class SchemePolicy
   def update?
     return true if user.support?
 
-    user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+    user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
   end
 
   def changes?
@@ -41,7 +41,7 @@ class SchemePolicy
     define_method method_name do
       return true if user.support?
 
-      scheme_owned_by_user_org_or_stock_owner
+      scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -61,7 +61,7 @@ class SchemePolicy
     define_method method_name do
       return true if user.support?
 
-      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -78,8 +78,11 @@ class SchemePolicy
 
 private
 
-  def scheme_owned_by_user_org_or_stock_owner
-    scheme&.owning_organisation == user.organisation || user.organisation.stock_owners.exists?(scheme&.owning_organisation_id)
+  def scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
+    scheme_owned_by_user_org = scheme&.owning_organisation == user.organisation
+    scheme_owned_by_stock_owner = user.organisation.stock_owners.exists?(scheme&.owning_organisation_id)
+    scheme_owned_by_recently_absorbed_org = user.organisation.absorbed_organisations.visible.merged_during_open_collection_period.exists?(scheme&.owning_organisation_id)
+    scheme_owned_by_user_org || scheme_owned_by_stock_owner || scheme_owned_by_recently_absorbed_org
   end
 
   def has_any_logs_in_editable_collection_period

app/views/locations/index.html.erb

@@ -56,14 +56,13 @@
       <% end %>
     <% end %>
 
-    <% if status_hint_message = scheme_status_hint(@scheme) %>
-      <div class="govuk-hint">
-        <%= status_hint_message %>
-      </div>
-      <br>
-    <% end %>
-
-    <% if LocationPolicy.new(current_user, @scheme.locations.new).create? %>
+    <% if LocationPolicy.new(current_user, @scheme.locations.new).create? && [:active, :merged].include?(@scheme.owning_organisation.status) %>
+      <% if status_hint_message = scheme_status_hint(@scheme) %>
+        <div class="govuk-hint">
+          <%= status_hint_message %>
+        </div>
+        <br>
+      <% end %>
       <%= govuk_button_to "Add a location", scheme_locations_path(@scheme), method: "post" %>
     <% end %>
     <br>

app/views/locations/show.html.erb

@@ -47,7 +47,7 @@
   </div>
 </div>
 
-<% if @location.scheme.owning_organisation.active? && LocationPolicy.new(current_user, @location).deactivate? %>
+<% if @location.scheme.owning_organisation.status == :active && LocationPolicy.new(current_user, @location).deactivate? %>
   <%= toggle_location_link(@location) %>
 <% end %>
 

app/views/schemes/details.html.erb

@@ -49,11 +49,13 @@
                                            :description,
                                            legend: { text: "Is this scheme registered under the Care Standards Act 2000?", size: "m" } %>
 
-      <% if current_user.data_coordinator? && current_user.organisation.stock_owners.count.zero? && !current_user.organisation.has_recent_absorbed_organisations? %>
+      <% scheme_owning_organisation_options = owning_organisation_options(current_user) %>
+
+      <% if scheme_owning_organisation_options.count == 1 %>
         <%= f.hidden_field :owning_organisation_id, value: current_user.organisation.id %>
       <% else %>
         <%= f.govuk_collection_select :owning_organisation_id,
-                                      owning_organisation_options(current_user),
+                                      scheme_owning_organisation_options,
                                       :id,
                                       :name,
                                       label: { text: "Which organisation owns the housing stock for this scheme?", size: "m" },

app/views/schemes/show.html.erb

@@ -52,7 +52,7 @@
   </div>
 </div>
 
-<% if @scheme.owning_organisation.active? && SchemePolicy.new(current_user, @scheme).deactivate? %>
+<% if @scheme.owning_organisation.status == :active && SchemePolicy.new(current_user, @scheme).deactivate? %>
   <%= toggle_scheme_link(@scheme) %>
 <% end %>
 

spec/models/location_spec.rb

@@ -929,6 +929,11 @@ RSpec.describe Location, type: :model do
         expect(location.status).to eq(:deactivated)
       end
 
+      it "returns deactivated if the owning organisation has been merged" do
+        location.scheme.owning_organisation.merge_date = 2.days.ago
+        expect(location.status).to eq(:deactivated)
+      end
+
       it "returns deactivated if deactivation_date is in the past" do
         FactoryBot.create(:location_deactivation_period, deactivation_date: Time.zone.yesterday, location:)
         location.save!

spec/models/scheme_spec.rb

@@ -363,6 +363,11 @@ RSpec.describe Scheme, type: :model do
         expect(scheme.status).to eq(:deactivated)
       end
 
+      it "returns deactivated if the owning organisation has been merged" do
+        scheme.owning_organisation.merge_date = 2.days.ago
+        expect(scheme.status).to eq(:deactivated)
+      end
+
       it "returns deactivated if deactivation_date is in the past" do
         FactoryBot.create(:scheme_deactivation_period, deactivation_date: Time.zone.yesterday, scheme:)
         scheme.reload

spec/requests/schemes_controller_spec.rb

@@ -89,9 +89,47 @@ RSpec.describe SchemesController, type: :request do
         end
       end
 
+      context "when a recently absorbed organisation has schemes" do
+        let(:absorbed_org) { create(:organisation) }
+        let!(:absorbed_org_schemes) { create_list(:scheme, 2, owning_organisation: absorbed_org) }
+
+        before do
+          absorbed_org.merge_date = 2.days.ago
+          absorbed_org.absorbing_organisation = user.organisation
+          absorbed_org.save!
+        end
+
+        it "shows absorbed organisation schemes" do
+          get "/schemes"
+          follow_redirect!
+          absorbed_org_schemes.each do |scheme|
+            expect(page).to have_content(scheme.id_to_display)
+          end
+        end
+      end
+
+      context "when a non-recently absorbed organisation has schemes" do
+        let(:absorbed_org) { create(:organisation) }
+        let!(:absorbed_org_schemes) { create_list(:scheme, 2, owning_organisation: absorbed_org) }
+
+        before do
+          absorbed_org.merge_date = 2.years.ago
+          absorbed_org.absorbing_organisation = user.organisation
+          absorbed_org.save!
+        end
+
+        it "shows absorbed organisation schemes" do
+          get "/schemes"
+          follow_redirect!
+          absorbed_org_schemes.each do |scheme|
+            expect(page).not_to have_content(scheme.id_to_display)
+          end
+        end
+      end
+
       context "when filtering" do
         context "with owning organisation filter" do
-          context "when user org does not have owning orgs" do
+          context "when user org does not have owning orgs or recently absorbed orgs" do
             it "does not show filter" do
               expect(page).not_to have_content("Owned by")
             end
@@ -700,6 +738,27 @@ RSpec.describe SchemesController, type: :request do
         end
       end
 
+      context "when coordinator attempts to see scheme belonging to a recently absorbed organisation" do
+        let(:absorbed_organisation) { create(:organisation) }
+        let!(:specific_scheme) { create(:scheme, owning_organisation: absorbed_organisation) }
+
+        before do
+          absorbed_organisation.merge_date = 2.days.ago
+          absorbed_organisation.absorbing_organisation = user.organisation
+          absorbed_organisation.save!
+
+          get "/schemes/#{specific_scheme.id}"
+        end
+
+        it "shows the scheme" do
+          expect(page).to have_content(specific_scheme.id_to_display)
+        end
+
+        it "allows editing" do
+          expect(page).to have_link("Change")
+        end
+      end
+
       context "when the scheme has all details but no confirmed locations" do
         it "shows the scheme as incomplete with text to explain" do
           get scheme_path(specific_scheme)
@@ -1146,6 +1205,31 @@ RSpec.describe SchemesController, type: :request do
           end
         end
       end
+
+      context "when making a scheme in an organisation recently absorbed by the users organisation" do
+        let(:absorbed_organisation) { create(:organisation) }
+        let(:params) do
+          { scheme: { service_name: "  testy ",
+                      sensitive: "1",
+                      scheme_type: "Foyer",
+                      registered_under_care_act: "No",
+                      owning_organisation_id: absorbed_organisation.id,
+                      arrangement_type: "D" } }
+        end
+
+        before do
+          absorbed_organisation.merge_date = 2.days.ago
+          absorbed_organisation.absorbing_organisation = user.organisation
+          absorbed_organisation.save!
+        end
+
+        it "creates a new scheme for this organisation and renders correct page" do
+          expect { post "/schemes", params: }.to change(Scheme, :count).by(1)
+          follow_redirect!
+          expect(response).to have_http_status(:ok)
+          expect(page).to have_content("What client group is this scheme intended for?")
+        end
+      end
     end
 
     context "when signed in as a support user" do