Add new staircasing transaction section

app/models/derived_variables/sales_log_variables.rb

@@ -75,6 +75,9 @@ module DerivedVariables::SalesLogVariables
     self.nationality_all = nationality_all_group if nationality_uk_or_prefers_not_to_say?
     self.nationality_all_buyer2 = nationality_all_buyer2_group if nationality2_uk_or_prefers_not_to_say?
 
+    self.numstair = 1 if firststair == 1
+    self.mrent = 0 if stairowned == 100
+
     set_encoded_derived_values!(DEPENDENCIES)
   end
 

app/models/form/sales/pages/about_staircase.rb

@@ -18,7 +18,7 @@ class Form::Sales::Pages::AboutStaircase < ::Form::Page
   end
 
   def staircase_sale_question
-    if form.start_date.year >= 2023
+    if [2023, 2024].include?(form.start_date.year)
       Form::Sales::Questions::StaircaseSale.new(nil, nil, self)
     end
   end

app/models/form/sales/pages/monthly_rent_staircasing.rb

@@ -0,0 +1,17 @@
+class Form::Sales::Pages::MonthlyRentStaircasing < ::Form::Page
+  def initialize(id, hsh, subsection)
+    super
+    @id = "monthly_rent_staircasing"
+    @copy_key = "sales.sale_information.mrent_staircasing"
+    @depends_on = [{
+      "stairowned_100?" => false,
+    }]
+  end
+
+  def questions
+    @questions ||= [
+      Form::Sales::Questions::MonthlyRentBeforeStaircasing.new(nil, nil, self),
+      Form::Sales::Questions::MonthlyRentAfterStaircasing.new(nil, nil, self),
+    ]
+  end
+end

app/models/form/sales/pages/monthly_rent_staircasing_owned.rb

@@ -0,0 +1,16 @@
+class Form::Sales::Pages::MonthlyRentStaircasingOwned < ::Form::Page
+  def initialize(id, hsh, subsection)
+    super
+    @id = "monthly_rent_staircasing_owned"
+    @copy_key = "sales.sale_information.mrent_staircasing"
+    @depends_on = [{
+      "stairowned_100?" => true,
+    }]
+  end
+
+  def questions
+    @questions ||= [
+      Form::Sales::Questions::MonthlyRentBeforeStaircasing.new(nil, nil, self),
+    ]
+  end
+end

app/models/form/sales/pages/staircase_first_time.rb

@@ -0,0 +1,15 @@
+class Form::Sales::Pages::StaircaseFirstTime < ::Form::Page
+  def initialize(id, hsh, subsection)
+    super(id, hsh, subsection)
+    @id = "staircase_first_time"
+    @depends_on = [{
+      "staircase" => 1,
+    }]
+  end
+
+  def questions
+    @questions ||= [
+      Form::Sales::Questions::StaircaseFirstTime.new(nil, nil, self),
+    ].compact
+  end
+end

app/models/form/sales/pages/staircase_initial_date.rb

@@ -0,0 +1,15 @@
+class Form::Sales::Pages::StaircaseInitialDate < ::Form::Page
+  def initialize(id, hsh, subsection)
+    super(id, hsh, subsection)
+    @id = "staircase_initial_date"
+    @depends_on = [{
+      "is_firststair?" => true,
+    }]
+  end
+
+  def questions
+    @questions ||= [
+      Form::Sales::Questions::StaircaseInitialDate.new(nil, nil, self),
+    ].compact
+  end
+end

app/models/form/sales/pages/staircase_previous.rb

@@ -0,0 +1,18 @@
+class Form::Sales::Pages::StaircasePrevious < ::Form::Page
+  def initialize(id, hsh, subsection)
+    super(id, hsh, subsection)
+    @id = "staircase_previous"
+    @copy_key = "sales.sale_information.stairprevious"
+    @depends_on = [{
+      "is_firststair?" => false,
+    }]
+  end
+
+  def questions
+    @questions ||= [
+      Form::Sales::Questions::StaircaseCount.new(nil, nil, self),
+      Form::Sales::Questions::StaircaseLastDate.new(nil, nil, self),
+      Form::Sales::Questions::StaircaseInitialDate.new(nil, nil, self),
+    ].compact
+  end
+end

app/models/form/sales/pages/staircase_sale.rb

@@ -0,0 +1,17 @@
+class Form::Sales::Pages::StaircaseSale < ::Form::Page
+  def initialize(id, hsh, subsection)
+    super(id, hsh, subsection)
+    @id = "staircase_sale"
+    @copy_key = form.start_year_2025_or_later? ? "sales.sale_information.staircasesale" : "sales.sale_information.about_staircasing.staircasesale"
+    @depends_on = [{
+      "staircase" => 1,
+      "stairowned" => 100,
+    }]
+  end
+
+  def questions
+    @questions ||= [
+      Form::Sales::Questions::StaircaseSale.new(nil, nil, self)
+    ].compact
+  end
+end

app/models/form/sales/pages/value_shared_ownership.rb

@@ -1,7 +1,6 @@
 class Form::Sales::Pages::ValueSharedOwnership < ::Form::Page
   def initialize(id, hsh, subsection)
     super
-    @id = "value_shared_ownership"
     @copy_key = "sales.sale_information.value"
   end
 

app/models/form/sales/questions/monthly_rent_after_staircasing.rb

@@ -0,0 +1,15 @@
+class Form::Sales::Questions::MonthlyRentAfterStaircasing < ::Form::Question
+  def initialize(id, hsh, page)
+    super
+    @id = "mrent"
+    @copy_key = "sales.sale_information.mrent_staircasing.poststaircasing"
+    @type = "numeric"
+    @min = 0
+    @step = 0.01
+    @width = 5
+    @prefix = "£"
+    @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]
+  end
+
+  QUESTION_NUMBER_FROM_YEAR = { 2025 => 99 }.freeze
+end

app/models/form/sales/questions/monthly_rent_before_staircasing.rb

@@ -0,0 +1,15 @@
+class Form::Sales::Questions::MonthlyRentBeforeStaircasing < ::Form::Question
+  def initialize(id, hsh, page)
+    super
+    @id = "mrentprestaircasing"
+    @copy_key = "sales.sale_information.mrent_staircasing.prestaircasing"
+    @type = "numeric"
+    @min = 0
+    @step = 0.01
+    @width = 5
+    @prefix = "£"
+    @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]
+  end
+
+  QUESTION_NUMBER_FROM_YEAR = { 2025 => 98 }.freeze
+end

app/models/form/sales/questions/staircase_count.rb

@@ -0,0 +1,14 @@
+class Form::Sales::Questions::StaircaseCount < ::Form::Question
+  def initialize(id, hsh, page)
+    super
+    @id = "numstair"
+    @copy_key = "sales.sale_information.stairprevious.numstair"
+    @type = "numeric"
+    @width = 2
+    @min = 2
+    @step = 1
+    @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]
+  end
+
+  QUESTION_NUMBER_FROM_YEAR = { 2025 => 82 }.freeze
+end

app/models/form/sales/questions/staircase_first_time.rb

@@ -0,0 +1,17 @@
+class Form::Sales::Questions::StaircaseFirstTime < ::Form::Question
+  def initialize(id, hsh, page)
+    super
+    @id = "firststair"
+    @copy_key = "sales.sale_information.firststair"
+    @type = "radio"
+    @answer_options = ANSWER_OPTIONS
+    @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]
+  end
+
+  ANSWER_OPTIONS = {
+    "1" => { "value" => "Yes" },
+    "2" => { "value" => "No" },
+  }.freeze
+
+  QUESTION_NUMBER_FROM_YEAR = { 2025 => 81 }.freeze
+end

app/models/form/sales/questions/staircase_initial_date.rb

@@ -0,0 +1,11 @@
+class Form::Sales::Questions::StaircaseInitialDate < ::Form::Question
+  def initialize(id, hsh, page)
+    super
+    @id = "initialpurchase"
+    @copy_key = "sales.sale_information.stairprevious.initialpurchase"
+    @type = "date"
+    @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]
+  end
+
+  QUESTION_NUMBER_FROM_YEAR = { 2025 => 83 }.freeze
+end

app/models/form/sales/questions/staircase_last_date.rb

@@ -0,0 +1,11 @@
+class Form::Sales::Questions::StaircaseLastDate < ::Form::Question
+  def initialize(id, hsh, page)
+    super
+    @id = "lasttransaction"
+    @copy_key = "sales.sale_information.stairprevious.lasttransaction"
+    @type = "date"
+    @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]
+  end
+
+  QUESTION_NUMBER_FROM_YEAR = { 2025 => 83 }.freeze
+end

app/models/form/sales/questions/staircase_sale.rb

@@ -2,7 +2,7 @@ class Form::Sales::Questions::StaircaseSale < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "staircasesale"
-    @copy_key = "sales.sale_information.about_staircasing.staircasesale"
+    @copy_key = form.start_year_2025_or_later? ? "sales.sale_information.staircasesale" : "sales.sale_information.about_staircasing.staircasesale"
     @type = "radio"
     @answer_options = ANSWER_OPTIONS
     @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]

app/models/form/sales/questions/value.rb

@@ -2,7 +2,7 @@ class Form::Sales::Questions::Value < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "value"
-    @copy_key = "sales.sale_information.value"
+    @copy_key = "sales.sale_information.value.#{page.id}"
     @type = "numeric"
     @min = 0
     @step = 1

app/models/form/sales/sections/sale_information.rb

@@ -5,9 +5,17 @@ class Form::Sales::Sections::SaleInformation < ::Form::Section
     @label = "Sale information"
     @description = ""
     @subsections = [
-      Form::Sales::Subsections::SharedOwnershipScheme.new(nil, nil, self),
+      shared_ownership_scheme_subsection,
       Form::Sales::Subsections::DiscountedOwnershipScheme.new(nil, nil, self),
       Form::Sales::Subsections::OutrightSale.new(nil, nil, self),
     ] || []
   end
+
+  def shared_ownership_scheme_subsection
+    if form.start_year_2025_or_later?
+      Form::Sales::Subsections::SharedOwnershipStaircasingTransaction.new(nil, nil, self)
+    else
+      Form::Sales::Subsections::SharedOwnershipScheme.new(nil, nil, self)
+    end
+  end
 end

app/models/form/sales/subsections/shared_ownership_scheme.rb

@@ -26,7 +26,7 @@ class Form::Sales::Subsections::SharedOwnershipScheme < ::Form::Subsection
       Form::Sales::Pages::PreviousBedrooms.new(nil, nil, self),
       Form::Sales::Pages::PreviousPropertyType.new(nil, nil, self),
       Form::Sales::Pages::PreviousTenure.new(nil, nil, self),
-      Form::Sales::Pages::ValueSharedOwnership.new(nil, nil, self),
+      Form::Sales::Pages::ValueSharedOwnership.new("value_shared_ownership", nil, self),
       Form::Sales::Pages::AboutPriceValueCheck.new("about_price_shared_ownership_value_check", nil, self),
       Form::Sales::Pages::Equity.new(nil, nil, self),
       Form::Sales::Pages::SharedOwnershipDepositValueCheck.new("shared_ownership_equity_value_check", nil, self),

app/models/form/sales/subsections/shared_ownership_staircasing_transaction.rb

@@ -0,0 +1,35 @@
+class Form::Sales::Subsections::SharedOwnershipStaircasingTransaction < ::Form::Subsection
+  def initialize(id, hsh, section)
+    super
+    @id = "shared_ownership_staircasing_transaction"
+    @label = "Shared ownership - staircasing transaction"
+    @depends_on = [{ "ownershipsch" => 1, "setup_completed?" => true, "staircase" => 1 }]
+  end
+
+  def pages
+    @pages ||= [
+      (Form::Sales::Pages::Staircase.new(nil, nil, self) unless form.start_year_2025_or_later?),
+      Form::Sales::Pages::AboutStaircase.new("about_staircasing_joint_purchase", nil, self, joint_purchase: true),
+      Form::Sales::Pages::AboutStaircase.new("about_staircasing_not_joint_purchase", nil, self, joint_purchase: false),
+      Form::Sales::Pages::StaircaseSale.new(nil, nil, self),
+      Form::Sales::Pages::StaircaseBoughtValueCheck.new(nil, nil, self),
+      Form::Sales::Pages::StaircaseOwnedValueCheck.new("staircase_owned_value_check_joint_purchase", nil, self, joint_purchase: true),
+      Form::Sales::Pages::StaircaseOwnedValueCheck.new("staircase_owned_value_check_not_joint_purchase", nil, self, joint_purchase: false),
+      Form::Sales::Pages::StaircaseFirstTime.new(nil, nil, self),
+      Form::Sales::Pages::StaircasePrevious.new(nil, nil, self),
+      Form::Sales::Pages::StaircaseInitialDate.new(nil, nil, self),
+      Form::Sales::Pages::ValueSharedOwnership.new("value_shared_ownership_staircasing", nil, self),
+      Form::Sales::Pages::AboutPriceValueCheck.new("about_price_shared_ownership_value_check", nil, self),
+      Form::Sales::Pages::Equity.new(nil, nil, self),
+      Form::Sales::Pages::SharedOwnershipDepositValueCheck.new("shared_ownership_equity_value_check", nil, self),
+      Form::Sales::Pages::Mortgageused.new("mortgage_used_shared_ownership", nil, self, ownershipsch: 1),
+      Form::Sales::Pages::MonthlyRentStaircasingOwned.new(nil, nil, self),
+      Form::Sales::Pages::MonthlyRentStaircasing.new(nil, nil, self),
+      Form::Sales::Pages::MonthlyChargesValueCheck.new("monthly_charges_shared_ownership_value_check", nil, self),
+    ].compact
+  end
+
+  def displayed_in_tasklist?(log)
+    (log.ownershipsch.nil? || log.ownershipsch == 1) && (log.staircase.nil? || log.staircase == 1)
+  end
+end

app/models/sales_log.rb

@@ -557,4 +557,8 @@ class SalesLog < Log
   def is_resale?
     resale == 1
   end
+
+  def is_firststair?
+    firststair == 1
+  end
 end

config/locales/forms/2025/sales/sale_information.en.yml

@@ -40,10 +40,33 @@ en:
                   check_answer_label: "Percentage the buyer now owns in total"
                   hint_text: ""
                   question_text: "What percentage of the property does the buyer now own in total?"
-              staircasesale:
-                check_answer_label: "Part of a back-to-back staircasing transaction"
-                hint_text: ""
-                question_text: "Is this transaction part of a back-to-back staircasing transaction to facilitate sale of the home on the open market?"
+
+          staircasesale:
+            page_header: "About the staircasing transaction"
+            check_answer_label: "Part of a back-to-back staircasing transaction?"
+            hint_text: ""
+            question_text: "Is this transaction part of a back-to-back staircasing transaction to facilitate sale of the home on the open market?"
+
+          firststair:
+            page_header: "About the staircasing transaction"
+            check_answer_label: "First time staircasing?"
+            hint_text: ""
+            question_text: "Is this the first time the shared owner has engaged in staircasing in the home?"
+
+          stairprevious:
+            page_header: "About the staircasing transaction"
+            numstair:
+              check_answer_label: "Number of staircasing transactions"
+              hint_text: ""
+              question_text: "Including this time, how many times has the shared owner engaged in staircasing in the home?"
+            initialpurchase:
+              check_answer_label: "Initial staircasing transaction"
+              hint_text: ""
+              question_text: "What was the date of the initial purchase of a share in the property?"
+            lasttransaction:
+              check_answer_label: "Last staircasing transaction"
+              hint_text: ""
+              question_text: "What was the date of the last staircasing transaction?"
 
           resale:
             page_header: ""
@@ -101,15 +124,20 @@ en:
 
           value:
             page_header: "About the price of the property"
-            check_answer_label: "Full purchase price"
-            hint_text: "Enter the full purchase price of the property before any discounts are applied. For shared ownership, enter the full purchase price paid for 100% equity (this is equal to the value of the share owned by the PRP plus the value bought by the purchaser)"
-            question_text: "What was the full purchase price?"
+            value_shared_ownership:
+              check_answer_label: "Full purchase price"
+              hint_text: "Enter the full purchase price of the property before any discounts are applied. For shared ownership, enter the full purchase price paid for 100% equity (this is equal to the value of the share owned by the PRP plus the value bought by the purchaser)."
+              question_text: "What was the full purchase price?"
+            value_shared_ownership_staircasing:
+              check_answer_label: "Full purchase price"
+              hint_text: "Enter the full purchase price paid for the equity bought in this staircasing transaction (this is equal to the value of the share bought by the purchaser)."
+              question_text: "What was the full purchase price for this staircasing transaction?"
 
           equity:
             page_header: "About the price of the property"
             check_answer_label: "Initial percentage equity stake"
             hint_text: "Enter the amount of initial equity held by the purchaser (for example, 25% or 50%)"
-            question_text: "What was the initial percentage equity stake purchased?"
+            question_text: "What was the percentage shared purchased in the initial transaction?"
 
           mortgageused:
             page_header: "Mortgage Amount"
@@ -165,6 +193,16 @@ en:
             hint_text: "Amount paid before any charges"
             question_text: "What is the basic monthly rent?"
 
+          mrent_staircasing:
+            prestaircasing:
+              check_answer_label: "Monthly rent prior to staircasing"
+              hint_text: "Amount paid before any charges"
+              question_text: "What was the basic monthly rent prior to staircasing?"
+            poststaircasing:
+              check_answer_label: "Monthly rent after staircasing"
+              hint_text: "Amount paid before any charges"
+              question_text: "What is the basic monthly rent after staircasing?"
+
           leaseholdcharges:
             page_header: ""
             has_mscharge:

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.0].define(version: 2024_10_31_102744) do
+ActiveRecord::Schema[7.0].define(version: 2024_11_14_173226) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -746,6 +746,11 @@ ActiveRecord::Schema[7.0].define(version: 2024_10_31_102744) do
     t.integer "partner_under_16_value_check"
     t.integer "multiple_partners_value_check"
     t.bigint "created_by_id"
+    t.integer "firststair"
+    t.integer "numstair"
+    t.decimal "mrentprestaircasing", precision: 10, scale: 2
+    t.datetime "lasttransaction"
+    t.datetime "initialpurchase"
     t.index ["assigned_to_id"], name: "index_sales_logs_on_assigned_to_id"
     t.index ["bulk_upload_id"], name: "index_sales_logs_on_bulk_upload_id"
     t.index ["created_by_id"], name: "index_sales_logs_on_created_by_id"