CLDC-2571 Add absorbed org relationship (#1789)

* feat: add absorbing_organisation relationship to orgs

* feat: wip absorbed orgs visibility work

* feat: add absorbed orgs to filter options, make unique

* refactor: simplify

* feat: add test

* feat: update schema

* feat: add absorbed org to user relations

* feat: be more explicit about org scopes

* feat: update log org question selections

* feat: add org question to sales for all users (to be specified again in later ticket)

* feat: revert previous and handle in separate ticket

* feat: update validation and tests

* feat: reload org to populate associations

* feat: check for holding own stock in stock owner question, add schema

* feat: add/update org filter tests

* feat: update test

* feat: update created by id pages

app/helpers/filters_helper.rb

@@ -52,13 +52,13 @@ module FiltersHelper
     JSON.parse(session[session_name_for(filter_type)])[filter] || ""
   end
 
-  def owning_organisations_filter_options(user)
-    organisation_options = user.support? ? Organisation.all : [user.organisation] + user.organisation.stock_owners
+  def owning_organisation_filter_options(user)
+    organisation_options = user.support? ? Organisation.all : ([user.organisation] + user.organisation.stock_owners + user.organisation.absorbed_organisations).uniq
     [OpenStruct.new(id: "", name: "Select an option")] + organisation_options.map { |org| OpenStruct.new(id: org.id, name: org.name) }
   end
 
   def assigned_to_filter_options(user)
-    user_options = user.support? ? User.all : (user.organisation.users + user.organisation.managing_agents.flat_map(&:users) + user.organisation.stock_owners.flat_map(&:users))
+    user_options = user.support? ? User.all : (user.organisation.users + user.organisation.managing_agents.flat_map(&:users) + user.organisation.stock_owners.flat_map(&:users)).uniq
     [OpenStruct.new(id: "", name: "Select an option")] + user_options.map { |user_option| OpenStruct.new(id: user_option.id, name: user_option.name) }
   end
 
@@ -77,7 +77,7 @@ module FiltersHelper
   end
 
   def managing_organisation_filter_options(user)
-    organisation_options = user.support? ? Organisation.all : [user.organisation] + user.organisation.managing_agents
+    organisation_options = user.support? ? Organisation.all : ([user.organisation] + user.organisation.managing_agents + user.organisation.absorbed_organisations).uniq
     [OpenStruct.new(id: "", name: "Select an option")] + organisation_options.map { |org| OpenStruct.new(id: org.id, name: org.name) }
   end
 

app/models/form/lettings/questions/created_by_id.rb

@@ -19,8 +19,14 @@ class Form::Lettings::Questions::CreatedById < ::Form::Question
     users = []
     users += if current_user.support?
                [
-                 (log.owning_organisation&.users if log.owning_organisation),
-                 (log.managing_organisation&.users if log.managing_organisation),
+                 (
+                   if log.owning_organisation
+                     log.owning_organisation.absorbing_organisation.present? ? log.owning_organisation&.absorbing_organisation&.users : log.owning_organisation&.users
+                   end),
+                 (
+                   if log.managing_organisation
+                     log.managing_organisation.absorbing_organisation.present? ? log.managing_organisation&.absorbing_organisation&.users : log.managing_organisation.users
+                   end),
                ].flatten
              else
                current_user.organisation.users

app/models/form/lettings/questions/managing_organisation.rb

@@ -28,10 +28,10 @@ class Form::Lettings::Questions::ManagingOrganisation < ::Form::Question
     end
 
     orgs = if user.support?
-             log.owning_organisation
+             log.owning_organisation.managing_agents
            else
-             user.organisation
-           end.managing_agents.pluck(:id, :name).to_h
+             user.organisation.managing_agents + user.organisation.absorbed_organisations
+           end.pluck(:id, :name).to_h
 
     opts.merge(orgs)
   end

app/models/form/lettings/questions/stock_owner.rb

@@ -23,13 +23,13 @@ class Form::Lettings::Questions::StockOwner < ::Form::Question
       answer_opts[user.organisation.id] = "#{user.organisation.name} (Your organisation)"
     end
 
-    stock_owners_answer_options = if user.support?
+    user_answer_options = if user.support?
                             Organisation.where(holds_own_stock: true)
                           else
-                                    user.organisation.stock_owners
+                            user.organisation.stock_owners + user.organisation.absorbed_organisations.where(holds_own_stock: true)
                           end.pluck(:id, :name).to_h
 
-    answer_opts.merge(stock_owners_answer_options)
+    answer_opts.merge(user_answer_options)
   end
 
   def displayed_answer_options(log, user = nil)

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

@@ -1,4 +1,4 @@
-class Form::Common::Pages::Organisation < ::Form::Page
+class Form::Sales::Pages::Organisation < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "organisation"
@@ -6,7 +6,7 @@ class Form::Common::Pages::Organisation < ::Form::Page
 
   def questions
     @questions ||= [
-      Form::Common::Questions::OwningOrganisationId.new(nil, nil, self),
+      Form::Sales::Questions::OwningOrganisationId.new(nil, nil, self),
     ]
   end
 

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

@@ -17,8 +17,17 @@ class Form::Sales::Questions::CreatedById < ::Form::Question
     return ANSWER_OPTS unless log.owning_organisation
     return ANSWER_OPTS unless current_user
 
-    users = current_user.support? ? log.owning_organisation.users : current_user.organisation.users
-
+    users = []
+    users += if current_user.support?
+               [
+                 (
+                   if log.owning_organisation
+                     log.owning_organisation.absorbing_organisation.present? ? log.owning_organisation&.absorbing_organisation&.users : log.owning_organisation&.users
+                   end),
+               ].flatten
+             else
+               current_user.organisation.users
+             end.uniq.compact
     users.each_with_object(ANSWER_OPTS.dup) do |user, hsh|
       hsh[user.id] = present_user(user)
       hsh

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

@@ -1,4 +1,4 @@
-class Form::Common::Questions::OwningOrganisationId < ::Form::Question
+class Form::Sales::Questions::OwningOrganisationId < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "owning_organisation_id"

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

@@ -7,7 +7,7 @@ class Form::Sales::Subsections::Setup < ::Form::Subsection
 
   def pages
     @pages ||= [
-      Form::Common::Pages::Organisation.new(nil, nil, self),
+      Form::Sales::Pages::Organisation.new(nil, nil, self),
       Form::Sales::Pages::CreatedBy.new(nil, nil, self),
       Form::Sales::Pages::SaleDate.new(nil, nil, self),
       Form::Sales::Pages::PurchaserCode.new(nil, nil, self),

app/models/lettings_log.rb

@@ -54,7 +54,7 @@ class LettingsLog < Log
   scope :unresolved, -> { where(unresolved: true) }
 
   scope :filter_by_organisation, ->(org, _user = nil) { where(owning_organisation: org).or(where(managing_organisation: org)) }
-  scope :filter_by_owning_organisation, ->(org, _user = nil) { where(owning_organisation: org) }
+  scope :filter_by_owning_organisation, ->(owning_organisation, _user = nil) { where(owning_organisation:) }
   scope :filter_by_managing_organisation, ->(managing_organisation, _user = nil) { where(managing_organisation:) }
 
   scope :duplicate_logs, lambda { |log|

app/models/organisation.rb

@@ -1,9 +1,6 @@
 class Organisation < ApplicationRecord
   has_many :users, dependent: :delete_all
   has_many :data_protection_officers, -> { where(is_dpo: true) }, class_name: "User"
-  has_many :owned_lettings_logs, class_name: "LettingsLog", foreign_key: "owning_organisation_id", dependent: :delete_all
-  has_many :managed_lettings_logs, class_name: "LettingsLog", foreign_key: "managing_organisation_id"
-  has_many :owned_sales_logs, class_name: "SalesLog", foreign_key: "owning_organisation_id", dependent: :delete_all
   has_one :data_protection_confirmation
   has_many :organisation_rent_periods
   has_many :owned_schemes, class_name: "Scheme", foreign_key: "owning_organisation_id", dependent: :delete_all
@@ -18,6 +15,9 @@ class Organisation < ApplicationRecord
   has_many :managing_agent_relationships, foreign_key: :parent_organisation_id, class_name: "OrganisationRelationship"
   has_many :managing_agents, through: :managing_agent_relationships, source: :child_organisation
 
+  belongs_to :absorbing_organisation, class_name: "Organisation", optional: true
+  has_many :absorbed_organisations, class_name: "Organisation", foreign_key: "absorbing_organisation_id"
+
   def affiliated_stock_owners
     ids = []
 
@@ -64,11 +64,19 @@ class Organisation < ApplicationRecord
   end
 
   def lettings_logs
-    LettingsLog.filter_by_organisation(self)
+    LettingsLog.filter_by_organisation(absorbed_organisations + [self])
   end
 
   def sales_logs
-    SalesLog.filter_by_organisation(self)
+    SalesLog.filter_by_owning_organisation(absorbed_organisations + [self])
+  end
+
+  def owned_lettings_logs
+    LettingsLog.filter_by_owning_organisation(absorbed_organisations + [self])
+  end
+
+  def managed_lettings_logs
+    LettingsLog.filter_by_managing_organisation(absorbed_organisations + [self])
   end
 
   def address_string

app/models/sales_log.rb

@@ -40,8 +40,8 @@ class SalesLog < Log
       .or(filter_by_postcode(param))
       .or(filter_by_id(param))
   }
-  scope :filter_by_organisation, ->(org, _user = nil) { where(owning_organisation: org) }
-  scope :filter_by_owning_organisation, ->(org, _user = nil) { where(owning_organisation: org) }
+  scope :filter_by_organisation, ->(owning_organisation, _user = nil) { where(owning_organisation:) }
+  scope :filter_by_owning_organisation, ->(owning_organisation, _user = nil) { where(owning_organisation:) }
   scope :duplicate_logs, lambda { |log|
     visible.where(log.slice(*DUPLICATE_LOG_ATTRIBUTES))
     .where.not(id: log.id)

app/models/user.rb

@@ -7,9 +7,6 @@ class User < ApplicationRecord
   # Marked as optional because we validate organisation_id below instead so that
   # the error message is linked to the right field on the form
   belongs_to :organisation, optional: true
-  has_many :owned_lettings_logs, through: :organisation
-  has_many :managed_lettings_logs, through: :organisation
-  has_many :owned_sales_logs, through: :organisation
   has_many :legacy_users
   has_many :bulk_uploads
 
@@ -82,7 +79,7 @@ class User < ApplicationRecord
     if support?
       LettingsLog.all
     else
-      LettingsLog.filter_by_organisation(organisation)
+      LettingsLog.filter_by_organisation(organisation.absorbed_organisations + [organisation])
     end
   end
 
@@ -90,10 +87,18 @@ class User < ApplicationRecord
     if support?
       SalesLog.all
     else
-      SalesLog.filter_by_organisation(organisation)
+      SalesLog.filter_by_owning_organisation(organisation.absorbed_organisations + [organisation])
     end
   end
 
+  def owned_lettings_logs
+    LettingsLog.filter_by_owning_organisation(organisation.absorbed_organisations + [organisation])
+  end
+
+  def managed_lettings_logs
+    LettingsLog.filter_by_managing_organisation(organisation.absorbed_organisations + [organisation])
+  end
+
   def is_key_contact?
     is_key_contact
   end

app/models/validations/setup_validations.rb

@@ -41,7 +41,7 @@ module Validations::SetupValidations
 
   def validate_organisation(record)
     created_by, managing_organisation, owning_organisation = record.values_at("created_by", "managing_organisation", "owning_organisation")
-    unless [created_by, managing_organisation, owning_organisation].any?(&:blank?) || created_by.organisation == managing_organisation || created_by.organisation == owning_organisation
+    unless [created_by, managing_organisation, owning_organisation].any?(&:blank?) || ((created_by.organisation.absorbed_organisations + [created_by.organisation]) & [managing_organisation, owning_organisation]).present?
       record.errors.add :created_by, I18n.t("validations.setup.created_by.invalid")
       record.errors.add :owning_organisation_id, I18n.t("validations.setup.owning_organisation.invalid")
       record.errors.add :managing_organisation_id, I18n.t("validations.setup.managing_organisation.invalid")

app/views/logs/_log_filters.html.erb

@@ -74,7 +74,7 @@
                   type: "select",
                   label: "Owning Organisation",
                   category: "owning_organisation",
-                  options: owning_organisations_filter_options(@current_user),
+                  options: owning_organisation_filter_options(@current_user),
                 },
               },
             },

db/migrate/20230719150610_add_absorbing_organisation_id_to_organisations.rb

@@ -0,0 +1,5 @@
+class AddAbsorbingOrganisationIdToOrganisations < ActiveRecord::Migration[7.0]
+  def change
+    add_reference :organisations, :absorbing_organisation, null: true, foreign_key: { to_table: :organisations }
+  end
+end

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: 2023_07_18_151955) do
+ActiveRecord::Schema[7.0].define(version: 2023_07_25_081029) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -434,6 +434,8 @@ ActiveRecord::Schema[7.0].define(version: 2023_07_18_151955) do
     t.string "old_org_id"
     t.string "old_visible_id"
     t.datetime "merge_date"
+    t.bigint "absorbing_organisation_id"
+    t.index ["absorbing_organisation_id"], name: "index_organisations_on_absorbing_organisation_id"
     t.index ["old_visible_id"], name: "index_organisations_on_old_visible_id", unique: true
   end
 
@@ -715,6 +717,7 @@ ActiveRecord::Schema[7.0].define(version: 2023_07_18_151955) do
   add_foreign_key "locations", "schemes"
   add_foreign_key "organisation_relationships", "organisations", column: "child_organisation_id"
   add_foreign_key "organisation_relationships", "organisations", column: "parent_organisation_id"
+  add_foreign_key "organisations", "organisations", column: "absorbing_organisation_id"
   add_foreign_key "sales_logs", "organisations", column: "owning_organisation_id", on_delete: :cascade
   add_foreign_key "schemes", "organisations", column: "owning_organisation_id", on_delete: :cascade
   add_foreign_key "users", "organisations", on_delete: :cascade

spec/helpers/filters_helper_spec.rb

@@ -161,23 +161,26 @@ RSpec.describe FiltersHelper do
     end
   end
 
-  describe "#owning_organisations_filter_options" do
+  describe "#owning_organisation_filter_options" do
     let(:parent_organisation) { FactoryBot.create(:organisation, name: "Parent organisation") }
     let(:child_organisation) { FactoryBot.create(:organisation, name: "Child organisation") }
+    let!(:absorbed_organisation) { FactoryBot.create(:organisation, name: "Absorbed organisation", absorbing_organisation: child_organisation) }
 
     before do
       FactoryBot.create(:organisation_relationship, parent_organisation:, child_organisation:)
       FactoryBot.create(:organisation, name: "Other organisation", id: 99)
+      user.organisation.reload
     end
 
     context "with a support user" do
       let(:user) { FactoryBot.create(:user, :support, organisation: child_organisation) }
 
       it "returns a list of all organisations" do
-        expect(owning_organisations_filter_options(user)).to eq([
+        expect(owning_organisation_filter_options(user)).to eq([
           OpenStruct.new(id: "", name: "Select an option"),
-          OpenStruct.new(id: parent_organisation.id, name: "Parent organisation"),
           OpenStruct.new(id: child_organisation.id, name: "Child organisation"),
+          OpenStruct.new(id: absorbed_organisation.id, name: "Absorbed organisation"),
+          OpenStruct.new(id: parent_organisation.id, name: "Parent organisation"),
           OpenStruct.new(id: 99, name: "Other organisation"),
         ])
       end
@@ -186,11 +189,51 @@ RSpec.describe FiltersHelper do
     context "with a data coordinator user" do
       let(:user) { FactoryBot.create(:user, :data_coordinator, organisation: child_organisation) }
 
-      it "returns a list of paret orgs and your own organisation" do
-        expect(owning_organisations_filter_options(user)).to eq([
+      it "returns a list of parent orgs and your own organisation" do
+        expect(owning_organisation_filter_options(user.reload)).to eq([
           OpenStruct.new(id: "", name: "Select an option"),
           OpenStruct.new(id: child_organisation.id, name: "Child organisation"),
           OpenStruct.new(id: parent_organisation.id, name: "Parent organisation"),
+          OpenStruct.new(id: absorbed_organisation.id, name: "Absorbed organisation"),
+        ])
+      end
+    end
+  end
+
+  describe "#managing_organisation_filter_options" do
+    let(:parent_organisation) { FactoryBot.create(:organisation, name: "Parent organisation") }
+    let(:child_organisation) { FactoryBot.create(:organisation, name: "Child organisation") }
+    let!(:absorbed_organisation) { FactoryBot.create(:organisation, name: "Absorbed organisation", absorbing_organisation: parent_organisation) }
+
+    before do
+      FactoryBot.create(:organisation_relationship, parent_organisation:, child_organisation:)
+      FactoryBot.create(:organisation, name: "Other organisation", id: 99)
+      user.organisation.reload
+    end
+
+    context "with a support user" do
+      let(:user) { FactoryBot.create(:user, :support, organisation: parent_organisation) }
+
+      it "returns a list of all organisations" do
+        expect(managing_organisation_filter_options(user)).to eq([
+          OpenStruct.new(id: "", name: "Select an option"),
+          OpenStruct.new(id: parent_organisation.id, name: "Parent organisation"),
+          OpenStruct.new(id: absorbed_organisation.id, name: "Absorbed organisation"),
+          OpenStruct.new(id: child_organisation.id, name: "Child organisation"),
+          OpenStruct.new(id: 99, name: "Other organisation"),
+        ])
+      end
+    end
+
+    context "with a data coordinator user" do
+      let(:user) { FactoryBot.create(:user, :data_coordinator, organisation: parent_organisation) }
+
+      it "returns a list of child orgs and your own organisation" do
+        expect(managing_organisation_filter_options(user.reload)).to eq([
+          OpenStruct.new(id: "", name: "Select an option"),
+          OpenStruct.new(id: parent_organisation.id, name: "Parent organisation"),
+          OpenStruct.new(id: child_organisation.id, name: "Child organisation"),
+          OpenStruct.new(id: absorbed_organisation.id, name: "Absorbed organisation"),
         ])
       end
     end

spec/models/form/sales/pages/organisation_spec.rb

@@ -1,6 +1,6 @@
 require "rails_helper"
 
-RSpec.describe Form::Common::Pages::Organisation, type: :model do
+RSpec.describe Form::Sales::Pages::Organisation, type: :model do
   subject(:page) { described_class.new(page_id, page_definition, subsection) }
 
   let(:page_id) { nil }

spec/models/form/sales/questions/owning_organisation_id_spec.rb

@@ -1,6 +1,6 @@
 require "rails_helper"
 
-RSpec.describe Form::Common::Questions::OwningOrganisationId, type: :model do
+RSpec.describe Form::Sales::Questions::OwningOrganisationId, type: :model do
   subject(:question) { described_class.new(question_id, question_definition, page) }
 
   let(:question_id) { nil }

spec/models/user_spec.rb

@@ -39,7 +39,7 @@ RSpec.describe User, type: :model do
     end
 
     describe "#lettings_logs" do
-      let!(:owned_lettings_log) do
+      let!(:managed_lettings_log) do
         create(
           :lettings_log,
           :completed,
@@ -47,7 +47,7 @@ RSpec.describe User, type: :model do
           created_by: user,
         )
       end
-      let!(:managed_lettings_log) do
+      let!(:owned_lettings_log) do
         create(
           :lettings_log,
           created_by: user,
@@ -58,6 +58,27 @@ RSpec.describe User, type: :model do
       it "has lettings logs through their organisation" do
         expect(user.lettings_logs.to_a).to match_array([owned_lettings_log, managed_lettings_log])
       end
+
+      context "when the user's organisation has absorbed another" do
+        let!(:absorbed_org) { create(:organisation, absorbing_organisation_id: user.organisation.id) }
+        let!(:absorbed_org_managed_lettings_log) do
+          create(
+            :lettings_log,
+            :completed,
+            managing_organisation: absorbed_org,
+          )
+        end
+        let!(:absorbed_org_owned_lettings_log) do
+          create(
+            :lettings_log,
+            owning_organisation: absorbed_org,
+          )
+        end
+
+        it "has lettings logs through both their organisation and absorbed organisation" do
+          expect(user.reload.lettings_logs.to_a).to match_array([owned_lettings_log, managed_lettings_log, absorbed_org_owned_lettings_log, absorbed_org_managed_lettings_log])
+        end
+      end
     end
 
     it "has a role" do

spec/models/validations/setup_validations_spec.rb

@@ -465,7 +465,7 @@ RSpec.describe Validations::SetupValidations do
 
   describe "#validate_organisation" do
     let(:user) { create(:user) }
-    let(:other_organisation) { create(:organisation) }
+    let(:other_organisation) { create(:organisation, name: "other org") }
 
     it "validates if neither managing nor owning organisation is the same as created_by user organisation" do
       record.created_by = user
@@ -478,7 +478,7 @@ RSpec.describe Validations::SetupValidations do
       expect(record.errors["managing_organisation_id"]).to include(I18n.t("validations.setup.managing_organisation.invalid"))
     end
 
-    it "doesn not validate if either managing or owning organisation is the same as current user organisation" do
+    it "does not validate if either managing or owning organisation is the same as current user organisation" do
       record.created_by = user
       record.owning_organisation = user.organisation
       record.managing_organisation = other_organisation