CLDC-1101: Case log filter by organisation (#522)

* Rename org filter

* Ensure filters work when ID is passed

* UI init

* Lint

* Fix filter nesting

* Reduce width

* Set checked status of filters correctly

* Test filter presence

* Add filter test

* Rubocop

* Tweak styles for autocomplete within filter

Co-authored-by: Paul Robert Lloyd <me+git@paulrobertlloyd.com>

app/controllers/case_logs_controller.rb

@@ -126,7 +126,7 @@ private
     if session[:case_logs_filters].present?
       filters = JSON.parse(session[:case_logs_filters])
       filters.each do |category, values|
-        next if values.reject(&:empty?).blank?
+        next if Array(values).reject(&:empty?).blank?
 
         query = query.public_send("filter_by_#{category}", values, current_user)
       end
@@ -137,8 +137,7 @@ private
 
   def set_session_filters
     new_filters = session[:case_logs_filters].present? ? JSON.parse(session[:case_logs_filters]) : {}
-    %i[status years].each { |filter| new_filters[filter] = params[filter] if params[filter].present? }
-    new_filters[:user] = [params[:user]] if params[:user].present?
+    current_user.case_logs_filters.each { |filter| new_filters[filter] = params[filter] if params[filter].present? }
 
     session[:case_logs_filters] = new_filters.to_json
   end

app/frontend/styles/_filter-layout.scss

@@ -3,7 +3,7 @@
 }
 
 .app-filter-layout__filter {
-  @include govuk-media-query(desktop) {
+  @include govuk-media-query(wide) {
     float: left;
     min-width: govuk-grid-width("one-quarter");
   }
@@ -12,7 +12,7 @@
 .js-enabled .app-filter-layout__filter {
   outline: 0 none;
 
-  @include govuk-media-query($until: desktop) {
+  @include govuk-media-query($until: wide) {
     background-color: govuk-colour("light-grey");
     bottom: govuk-spacing(1);
     border: 1px solid govuk-colour("mid-grey");
@@ -32,7 +32,7 @@
 }
 
 .app-filter-layout__content {
-  @include govuk-media-query(desktop) {
+  @include govuk-media-query(wide) {
     float: right;
     max-width: calc(#{govuk-grid-width("three-quarters")} - #{govuk-spacing(6)});
     width: 100%;

app/frontend/styles/_filter.scss

@@ -98,4 +98,19 @@
       background-color: govuk-colour("white");
     }
   }
+
+  .autocomplete__input {
+    @include govuk-font(16);
+    background-color: govuk-colour("white");
+  }
+
+  .autocomplete__wrapper {
+    @include govuk-media-query(wide) {
+      max-width: 20ex;
+    }
+  }
+
+  .autocomplete__option {
+    @include govuk-font(16);
+  }
 }

app/frontend/styles/application.scss

@@ -11,6 +11,14 @@ $govuk-image-url-function: frontend-image-url;
 $govuk-global-styles: true;
 $govuk-new-link-styles: true;
 
+// Add additional breakpoint named `wide`
+$govuk-breakpoints: (
+  mobile:  320px,
+  tablet:  641px,
+  desktop: 769px,
+  wide: 921px,
+);
+
 @import "govuk-frontend-styles";
 @import "govuk-prototype-styles";
 

app/helpers/filters_helper.rb

@@ -4,6 +4,8 @@ module FiltersHelper
 
     selected_filters = JSON.parse(session[:case_logs_filters])
     return true if selected_filters.blank? && filter == "user" && value == :all
+    return true if selected_filters.blank? && filter == "organisation_select" && value == :all
+    return true if selected_filters["organisation"].present? && filter == "organisation_select" && value == :specific_org
     return false if selected_filters[filter].blank?
 
     selected_filters[filter].include?(value.to_s)
@@ -14,4 +16,10 @@ module FiltersHelper
     CaseLog.statuses.keys.map { |status| statuses[status] = status.humanize }
     statuses
   end
+
+  def selected_option(filter)
+    return false unless session[:case_logs_filters]
+
+    JSON.parse(session[:case_logs_filters])[filter]
+  end
 end

app/models/case_log.rb

@@ -34,7 +34,7 @@ class CaseLog < ApplicationRecord
   belongs_to :managing_organisation, class_name: "Organisation"
   belongs_to :created_by, class_name: "User"
 
-  scope :for_organisation, ->(org) { where(owning_organisation: org).or(where(managing_organisation: org)) }
+  scope :filter_by_organisation, ->(org, _user = nil) { where(owning_organisation: org).or(where(managing_organisation: org)) }
   scope :filter_by_status, ->(status, _user = nil) { where status: }
   scope :filter_by_years, lambda { |years, _user = nil|
     first_year = years.shift

app/models/organisation.rb

@@ -18,7 +18,7 @@ class Organisation < ApplicationRecord
   validates :provider_type, presence: true
 
   def case_logs
-    CaseLog.for_organisation(self)
+    CaseLog.filter_by_organisation(self)
   end
 
   def completed_case_logs

app/models/user.rb

@@ -36,7 +36,7 @@ class User < ApplicationRecord
     if support?
       CaseLog.all
     else
-      CaseLog.for_organisation(organisation)
+      CaseLog.filter_by_organisation(organisation)
     end
   end
 
@@ -88,4 +88,12 @@ class User < ApplicationRecord
 
     ROLES.except(:support)
   end
+
+  def case_logs_filters
+    if support?
+      %i[status years user organisation]
+    else
+      %i[status years user]
+    end
+  end
 end

app/views/case_logs/_log_filters.erb

@@ -6,12 +6,31 @@
     <div class="app-filter__content">
       <%= form_with url: "/logs", html: { method: :get } do |f| %>
         <% years = {"2021": "2021/22", "2022": "2022/23"} %>
-        <% all_or_yours = {"all": "All", "yours": "Yours"} %>
+        <% all_or_yours = {"all": { label: "All" }, "yours": { label: "Yours" } } %>
         <%= render partial: "filters/checkbox_filter", locals: { f: f, options: years, label: "Collection year", category: "years" } %>
         <%= render partial: "filters/checkbox_filter", locals: { f: f, options: status_filters, label: "Status", category: "status" } %>
         <%= render partial: "filters/radio_filter", locals: { f: f, options: all_or_yours, label: "Logs", category: "user", } %>
+        <% if @current_user.support? %>
+          <%= render partial: "filters/radio_filter", locals: {
+            f: f,
+            options: {
+              "all": { label: "All" },
+              "specific_org": {
+                label: "Specific organisation",
+                conditional_filter: {
+                  type: "select",
+                  label: "Organisation",
+                  category: "organisation",
+                  options: [OpenStruct.new(id: "", name: "Select an option")] + Organisation.all.map { |org| OpenStruct.new(id: org.id, name: org.name) } 
+                }
+              }
+            },
+            label: "Organisation",
+            category: "organisation_select"
+          } %>
+        <% end %>
         <%= f.govuk_submit "Apply filters", class: "govuk-!-margin-bottom-0" %>
       <% end %>
     </div>
   </div>
-</div>
+</div>

app/views/filters/_radio_filter.html.erb

@@ -1,8 +1,18 @@
 <%= f.govuk_radio_buttons_fieldset category.to_sym, legend: { text: label, size: "s" }, small: true, form_group: { classes: "app-filter__group" } do %>
-    <% options.map do |key, option| %>
-        <%= f.govuk_radio_button category, key.to_s,
-        label: { text: option },
-        checked: filter_selected?(category, key),
-        size: "s" %>
+  <% options.map do |key, option| %>
+    <%= f.govuk_radio_button category, key.to_s,
+      label: { text: option[:label] },
+      checked: filter_selected?(category, key),
+      size: "s" do %>
+        <% if option[:conditional_filter] %>
+          <%= render partial: "filters/#{option[:conditional_filter][:type]}_filter", locals: {
+            f:,
+            collection: option[:conditional_filter][:options],
+            category: option[:conditional_filter][:category],
+            label: option[:conditional_filter][:label],
+            secondary: true,
+          } %>
+      <% end %>
     <% end %>
+  <% end %>
 <% end %>

app/views/filters/_select_filter.html.erb

@@ -0,0 +1,7 @@
+<%= f.govuk_collection_select category.to_sym,
+    collection,
+    :id,
+    :name,
+    label: { hidden: secondary },
+    options: { disabled: [""], selected: selected_option(category) },
+    "data-controller": "accessible-autocomplete" %>

spec/helpers/filters_helper_spec.rb

@@ -16,8 +16,8 @@ RSpec.describe FiltersHelper do
 
       context "when looking at the all value" do
         it "returns true if no filters have been set yet" do
-          expect(filter_selected?("user", :all)).to be_truthy
-          expect(filter_selected?("user", :yours)).to be_falsey
+          expect(filter_selected?("user", :all)).to be true
+          expect(filter_selected?("user", :yours)).to be false
         end
       end
     end
@@ -28,11 +28,33 @@ RSpec.describe FiltersHelper do
       end
 
       it "returns false for non selected filters" do
-        expect(filter_selected?("status", "completed")).to be_falsey
+        expect(filter_selected?("status", "completed")).to be false
       end
 
       it "returns true for selected filter" do
-        expect(filter_selected?("status", "in_progress")).to be_truthy
+        expect(filter_selected?("status", "in_progress")).to be true
+      end
+    end
+
+    context "when support user is using the organisation filter" do
+      before do
+        session[:case_logs_filters] = { "organisation": "1" }.to_json
+      end
+
+      it "returns true for the parent organisation_select filter" do
+        expect(filter_selected?("organisation_select", :specific_org)).to be true
+        expect(filter_selected?("organisation_select", :all)).to be false
+      end
+    end
+
+    context "when support user has not set the organisation_select filter" do
+      before do
+        session[:case_logs_filters] = {}.to_json
+      end
+
+      it "defaults to all organisations" do
+        expect(filter_selected?("organisation_select", :all)).to be true
+        expect(filter_selected?("organisation_select", :specific_org)).to be false
       end
     end
   end

spec/models/case_log_spec.rb

@@ -1893,6 +1893,31 @@ RSpec.describe CaseLog do
       end
     end
 
+    context "when filtering by organisation" do
+      let(:organisation_1) { FactoryBot.create(:organisation) }
+      let(:organisation_2) { FactoryBot.create(:organisation) }
+      let(:organisation_3) { FactoryBot.create(:organisation) }
+
+      before do
+        FactoryBot.create(:case_log, :in_progress, owning_organisation: organisation_1, managing_organisation: organisation_1)
+        FactoryBot.create(:case_log, :completed, owning_organisation: organisation_1, managing_organisation: organisation_2)
+        FactoryBot.create(:case_log, :completed, owning_organisation: organisation_2, managing_organisation: organisation_1)
+        FactoryBot.create(:case_log, :completed, owning_organisation: organisation_2, managing_organisation: organisation_2)
+      end
+
+      it "filters by given organisation id" do
+        expect(described_class.filter_by_organisation([organisation_1.id]).count).to eq(3)
+        expect(described_class.filter_by_organisation([organisation_1.id, organisation_2.id]).count).to eq(4)
+        expect(described_class.filter_by_organisation([organisation_3.id]).count).to eq(0)
+      end
+
+      it "filters by given organisation" do
+        expect(described_class.filter_by_organisation([organisation_1]).count).to eq(3)
+        expect(described_class.filter_by_organisation([organisation_1, organisation_2]).count).to eq(4)
+        expect(described_class.filter_by_organisation([organisation_3]).count).to eq(0)
+      end
+    end
+
     context "when filtering on status" do
       it "allows filtering on a single status" do
         expect(described_class.filter_by_status(%w[in_progress]).count).to eq(2)

spec/models/user_spec.rb

@@ -97,6 +97,10 @@ RSpec.describe User, type: :model do
           data_coordinator: 2,
         })
       end
+
+      it "can filter case logs by user, year and status" do
+        expect(user.case_logs_filters).to eq(%i[status years user])
+      end
     end
 
     context "when the user is a Customer Support person" do
@@ -119,6 +123,10 @@ RSpec.describe User, type: :model do
           support: 99,
         })
       end
+
+      it "can filter case logs by user, year, status and organisation" do
+        expect(user.case_logs_filters).to eq(%i[status years user organisation])
+      end
     end
   end
 

spec/requests/case_logs_controller_spec.rb

@@ -186,6 +186,7 @@ RSpec.describe CaseLogsController, type: :request do
 
         context "when filtering" do
           context "with status filter" do
+            let(:organisation_2) { FactoryBot.create(:organisation) }
             let!(:in_progress_case_log) do
               FactoryBot.create(:case_log, :in_progress,
                                 owning_organisation: organisation,
@@ -193,7 +194,7 @@ RSpec.describe CaseLogsController, type: :request do
             end
             let!(:completed_case_log) do
               FactoryBot.create(:case_log, :completed,
-                                owning_organisation: organisation,
+                                owning_organisation: organisation_2,
                                 managing_organisation: organisation)
             end
 
@@ -209,6 +210,12 @@ RSpec.describe CaseLogsController, type: :request do
               expect(page).not_to have_link(completed_case_log.id.to_s)
             end
 
+            it "filters on organisation" do
+              get "/logs?organisation[]=#{organisation_2.id}", headers: headers, params: {}
+              expect(page).to have_link(completed_case_log.id.to_s)
+              expect(page).not_to have_link(in_progress_case_log.id.to_s)
+            end
+
             it "does not reset the filters" do
               get "/logs?status[]=in_progress", headers: headers, params: {}
               expect(page).to have_link(in_progress_case_log.id.to_s)
@@ -344,6 +351,44 @@ RSpec.describe CaseLogsController, type: :request do
           it "shows the download csv link" do
             expect(page).to have_link("Download (CSV)", href: "/logs.csv")
           end
+
+          it "does not show the organisation filter" do
+            expect(page).not_to have_field("organisation-field")
+          end
+        end
+
+        context "when the user is a customer support user" do
+          let(:user) { FactoryBot.create(:user, :support) }
+          let(:org_1) { FactoryBot.create(:organisation) }
+          let(:org_2) { FactoryBot.create(:organisation) }
+          let(:tenant_code_1) { "TC5638" }
+          let(:tenant_code_2) { "TC8745" }
+
+          before do
+            FactoryBot.create(:case_log, :in_progress, owning_organisation: org_1, tenant_code: tenant_code_1)
+            FactoryBot.create(:case_log, :in_progress, owning_organisation: org_2, tenant_code: tenant_code_2)
+            allow(user).to receive(:need_two_factor_authentication?).and_return(false)
+            sign_in user
+          end
+
+          it "does show the organisation filter" do
+            get "/logs", headers:, params: {}
+            expect(page).to have_field("organisation-field")
+          end
+
+          it "shows all logs by default" do
+            get "/logs", headers:, params: {}
+            expect(page).to have_content(tenant_code_1)
+            expect(page).to have_content(tenant_code_2)
+          end
+
+          context "when filtering by organisation" do
+            it "only show the selected organisations logs" do
+              get "/logs?organisation_select=specific_org&organisation=#{org_1.id}", headers:, params: {}
+              expect(page).to have_content(tenant_code_1)
+              expect(page).not_to have_content(tenant_code_2)
+            end
+          end
         end
 
         context "when there are more than 20 logs" do