# Context
- https://digital.dclg.gov.uk/jira/browse/CLDC-2316
- Implement bulk upload sales for new collection year 2023
- This is a first pass implementation and will probably have some bugs in it and we can address over time
# Changes
- Add CSV parser for sales 2023 to handle CSV structure
- Tweak collection window validation so error now contextual to year selected for upload
- Handle arbitrary ordering of CSV columns
- Fix ordering of errors in report and now ordered by cell
- Added `Upload your file again` link styled as button on error report to match lettings experience
- Update tooling to convert logs to 2023 csv rows with support for random column ordering
# Known issues
- There seem to be some issues with how UPRN is handled if the UPRN cannot be validated.
- For the above I think there is dependency on https://github.com/communitiesuk/submit-social-housing-lettings-and-sales-data/pull/1570 which should clear any errored fields so users can continue to create logs and fix within the service
* rename variables in test file
* write tests for new validations
* validate that answers to numeric questions are given to the correct level of accuracy and in normal format with only digits
* add error messages for new validations
* add or alter step on numeric questions in sales, amend one test given step changes
* copy change
* remove validation that is specific to number format and fold that functionality into accuracy validation, rejig tests accordingly
* fix various tests
* remove reference to currency in validation message that concerns step only and doesn't check whether firled is currency related
* alter copy to avoid redundant repetition in validaiton message
* save changes made in rebase
* changes after PO review
two step values had been missed in previous work
in various places there were custom validations applied that duplicated the functionality of the generic min max validation that is applied to all numeric questions, in these situations sometimes the min and max on the question class was inconsistent with the limit that triggered validations
these have been corrected and made consistent
various tests were affected by this and have been amended accordingly
* remove tests introduced by mistake in rebase
* amend step value on earnings
* rename variables in test file
* write tests for new validations
* validate that answers to numeric questions are given to the correct level of accuracy and in normal format with only digits
* add error messages for new validations
* add or alter step on numeric questions in sales, amend one test given step changes
* copy change
* remove validation that is specific to number format and fold that functionality into accuracy validation, rejig tests accordingly
* fix various tests
* remove reference to currency in validation message that concerns step only and doesn't check whether firled is currency related
* alter copy to avoid redundant repetition in validaiton message
* save changes made in rebase
* changes after PO review
two step values had been missed in previous work
in various places there were custom validations applied that duplicated the functionality of the generic min max validation that is applied to all numeric questions, in these situations sometimes the min and max on the question class was inconsistent with the limit that triggered validations
these have been corrected and made consistent
various tests were affected by this and have been amended accordingly
* remove tests introduced by mistake in rebase
* add first page for bulk upload resume journey
* bulk upload resume handles upload again
* add confirm page to bulk upload resume journey
* replace placeholder count with correct value
* apply recommendation for bulk upload resume choice
* add how to fix bulk upload mailer
* integrate new bulk upload approve journey
* add missing bulk upload error mappings
* remove test
* prevent approve being called multiple times
* bulk upload creates invisible logs ahead of time
* work invisible logs into bulk upload flow
* sort errors so deterministic
* remove unused ensure
* remove expected_log_count and processed
- these fields are no longer used or needed
* introduce pending status
* swap visible for pending logs
* only show visible lettings logs
* hard code status filters
* remove unused model methods
* only show visible sales logs
* form controller ignores hidden logs
* locations and schemes only affect visible logs
* Fix possible bulk upload years
* Initialise 2021/22 form routes for tests
* Return test routes from form handler
* Fix some tests
* fix bulk upload tests
- change from mocks to actual code calls
* update years for bulk upload form
* Fix some uprn tests
* Set the scheme as available from previous year if the collection is in crossover
* Update location available_from
* Update location and scheme tests
* Refactor and comment out a scheme test
* Some uprn and export tests
* Fix lettings logs controller tests and comment out previous collection message test
* fix tests for new collection year
* fix bulk upload tests
for some reason tenancylength must not be given for validation to pass
* update bulk upload tests for new year
* More fixes
* Undo location changes
* Fix remaining uprn
* further new collection year test fixes
---------
Co-authored-by: Phil Lee <asmega@users.noreply.github.com>
* add a validation against the case where monthly leashold charges are zero, test this, remove unnecessary validation on cash discount as this is covered by validate_numeric_min_max
* remove focus: true from describe block
* minor changes for testing and linting
* correct minor bug found in PO
* make minor amendments to failing tests
* add some methods on lettings log and use them and already existing methods to make depends on human readbale for pages in property information subsection
* reformat answer options for neatness
* ensure that property information subsection is conditionally not shown under correct conditions
* amend method to find the path for the next question to answer so that if no questions in the next section are currently routed to, it goes to the section after that
* make amendments for failing test and linting
* remove unnecessary method
* remove unnecessary conditions from depends on, the displayed in tasklist method override is sufficient
* test the change to the method creating a link to the next subsection
* minor refactor to displayed_is_tasklist condition and changes in testing
* implement the fix on 22/23 form also
* write a test covering the fix
* removal not_renewal? method and tweak depends on for all pages using that method
* linty fluff begone
* correct some errors in tests after changes to factories
* minor testing amendments after rebase
* update seeds to add self in review env, change spec to reflect this, update config yml to allow csv exports in review
* update interface of relevant methods
EmailCsvJob, LettingsLog.to_csv and LettingsLogCsvService consume codes_only flag
* update tests including adding a new csv file to test against
* update LettingsLogCsvService to output codes only csv
* correct minor error and linting
* enable codes only download in UI
- add link on lettings log index page
- pass codes_only flag through params in relevant links and methods
- convert flag to boolean in controller methods
* ensure link displayed successfully for all renderings of logs_list and params passed through relevant methods in organisations controller
* fix existing tests
* correct linting thing
* correct linting error
* update tests for lettings log controller
* correct linting errors
* update organisations controller tests
* make minor changes after code review
* remove changes made for testing on review app
* make codes only download visible to support users only
* change variable names throughout after info on rauby/rails naming conventions, update tests for change in who can view codes only download link
* rework csv service for readability, remove delegating methods from lettings log to keep all code to do with mapping between our domain and desired export format in one place
* update test name
* correct a small typo and remove a duplicated method after clever git merge conflict suggestion
* point review app at staging csv bucket for csv download
* change variables named codes_only_export to codes_only to avoid inconsistency
* write tests to ensure that differetn user roles have the correct permissions around csv download
* ensure that non support users may not download codes only exports
* correct a small error in a previous commit
* correct minor linting error
* refactor: make has_inferred_check_answers_value? do what it says it does
* refactor: combine method calls
* refactor: linting
* test: update
* refactor: copy
* db: update
* refactor: update db and lint
* feat: add present? back in to avoid 0 errors
* feat: flip ==
* refactor: flip ||
* refactor: flip name
* replace range validation with multiple to account for single-ended ranges
* add test for question with min but no max
* add min and max to household count question and remove bespoke validation. Remove code allowing max and no min given this situation does not seem to exist int eh form
* amend minor typo, add back a soft validation that had mysteriously gone missing
* refactor with extract method
* can filter logs by bulk upload
* hide log creation button when viewing bulk upload
- this affects the logs index page filtering logs from a specific bulk
upload
* add info banner to bulk upload logs
* placeholder for bulk upload logs header
* when resuming bulk upload set filters
* fill place holder with remaining logs to fix
* add interstitial to resume if logs resolved
* after resolving bulk upload logs show interstitial
* fix linting error
* extract view variable to helper method
* test: check managing org not gone from answer opts when relationship deleted
* feat: add current managing org to answer opts
* feat: check if managing org exists before trying to show it
* wip
* test: improve managing orgs opts test when not support
* test: improve managing orgs opts tests when support
* test: make relationship deletion test consistent with other tests
* test: add "(with hint)" to managing org opts test descriptions
* test: refactor managing orgs opts tests for support user case
* fix: don't call user in get_answer_label in CYA component
* style: reorder instance vars and remove old comments in managing_organisation.rb
* refactor: ensure label_from_value always accepts log & nil as args
* lint
* test: pass in log and user in housing provider opts test for support user
* test: update housing provider opts tests for non-support user
* feat: update housing provider answer opts to include current HP in db
* style: add space after user definition
* test: make context definition more human-readable
* test: refactor housing providers opts tests (not support user)
* test: check housing prov. still selectable after deleting relationship
* fix: define log and current_user instance vars in label_from_value (housing prov.)
* lint
* test: update lettings log feature tests
to differentiate between different numbers of stock owners when acting as a data coordinator
* test: check owning & managing orgs set correctly when a log is created
* test: add line breaks and start context descriptions with and (not if)
* test: artificially reference org_rel2 to avoid lint offense
* feat: don't set log owning org as user's org if that org doesn't hold stock
* test: improve test context descriptions in lettings_log_spec
* test: finish overhauling owning and managing org tests in lettings_log_spec
* test: change let! to let where possible in spec/features/lettings_log_spec.rb
* test: change let! to let where possible in spec/models/form/lettings/questions/managing_organisation_spec.rb
* test: change let! to let where possible in spec/models/form/lettings/questions/stock_owner_spec.rb
* test: remove if statement from "coordinator user's org doesn't hold stock" managing org test
* test: remove if statement from "coordinator user's org does hold stock" no managing orgs managing org test
* test: remove if statement from "coordinator user's org does hold stock" >=1 managing orgs managing org test
plus refactor previous test
* test: explicitly reference org rels in "coordinator user's org doesn't hold stock" managing org test
* test: don't create vars inside other vars (for tests edited/created in this branch)
* chore: save schema changes after migration
Co-authored-by: Phil Lee <asmega@users.noreply.github.com>
* Validate that the user belongs to either the managing or owning organisation
* do not reset created_by and remove user_organisation_chosen?
* Do not default managing organisation to owning organisation
* validate user belongs to organisation
* update tests to specify created_by
* clear create_by for support users
* refactor
* typo
* rebase lint
* Add `updated_by` to logs to track who was the last person to update a log
- Reset `created_by` automatically when a form is updated and the owner does not belong to the managing or owning organisation
* move reset_invalidated_dependent_fields!, update schema file and fix tests
Co-authored-by: James Rose <james@jbpr.net>
* Conditionally display a correct review log text
* do not allow the aswers from previous collection windows to be changed
* does not let the user navigate to questions for previous collection year logs
* Fix tests
* Add some docs
* Extract collection period check into a before_action and change path to rails route
* update the tasklist message
* Mark log as impacted by deactivation when location is deactivated
* Display affected logs in the table
* Route affected logs to tenancy start date question
* Update routes to get the tenancy start date page from form
* update next_page_redirect_path
* rename column
* Fix tests
* Add next_unresolved_page_id to pages
* Update unresulved when the log is corrected
* Mark logs as unresolved when scheme gets deactivated
* display correct content when there are no unresolved logs
* mark logs resolved after the user leaves check answers page
* Display link in success banner and reset banner when the link is clicked
* display inset hint text for unresolved log questions
* Display unresolved logs banner
* update banner message
* Persist the link in the banner
* update inset text
* Update success banner text
* Add unresolved and created_by scopes
* rename method
* add unresolved_log_redirect_page_id to form + typo and route
* Add UnresolvedLogHelper and extract flack notice message
* pluralize and return early
* remove flash[:notice] = nil
* to keep it consistent for sales log
* Extract unresolved path and fix a link
* extract resolve method and fix attribute nme
* update path
* typo
* wip
* Rename managing_agents column
* add managing relationship
* f
* feat: add my features branched off managing agents branch
* feat: update nav behaviour
* feat: simplify housing_providers view
* feat: fix pluralise to default to plural rather than singular
* feat: remove managing agent related code so can be merged directly
* tests: update tests and add new ones for housing_providers
* refactor: rubocop conciliation
* tests: fix failing navigation tests
* tests: one more plural test
* refactor: erb linting
* refactor: erb linting
* feat: right-align "Remove" text
* feat: update nokogiri to pass bundler-audit
* feat: grey out search button
* feat: remove section-break
Co-authored-by: Jack S <jacopo.scotti@softwire.com>
* Add previous, current and next forms to form handler
* Add current, previous and next sales forms to form handler
* Implement current_lettings_form, current_sales_form and store year and form type in form
* refactor lettings_forms
* Use current, previous and next forms in lettings log model
* Use current, previous and next forms in sales log model
* use current, previous and next forms in csv service
* Remove "startyear_endyear" forms from form handler
* Remove name from form initializer and add an optional start year
* refactor get_form
* update csv test, fix form initialize
* rebase fix
* Refactor form_name_from_start_year method out
* remove unused variable
* fix typo, add date tests
* rebase, fix tests
* add comment to before test block
* Change the FormHandler back to only contain the form objects
* extract name
* Add abstract log class and sales log class
Created a parent log class for sales log and lettings log. Any bits common
to both sales and lettings can live in the parent class. As the sales log
functionality is built up any commonalities with lettings log can be extracted
into the parent log class. The sales log model is set up without a json form
and instead the form is defined in code - like the setup section of the lettings
log.
* update sales logs controller
* update lettings controller specs
* update filter method name
* update organisations controller
* use lettings method
* Add deleted tests back
* lint
Co-authored-by: Kat <katrina@madetech.com>
Co-authored-by: Kat <kosiak.katrina@gmail.com>
* Replaced log CSV direct download with email
* Tidy up authorization of organisations controller
- We already have a method to authenticate the scope of the user, so we can reuse that.
* Use Rails routes instead of absolute paths for CSV download links
* Introduce base NotifyMailer to to abstract away shared Notify mail functionality
* Fix mailer spec name
* Add worker instance to PaaS manifest
* Add CSV download bucket instance name into environment
* Update tests for improved search term handling
* Fix download mailer tests
* Clarifying comments
Co-authored-by: natdeanlewissoftwire <nat.dean-lewis@softwire.com>
Co-authored-by: James Rose <james@jbpr.net>
This renames the case_log to lettings_log as everything we've written so
far has been geared towards lettings of social housing so it makes sense to
have the name describe this. This is also a precursor to adding in stuff for
sales logs (whatever shape that takes)
Co-authored-by: James Rose <james@jbpr.net>
* order csv attributes based on the form
* Move is inferred csv attributes next to the inferred fields
* Add is dpo, move scheme fields to back
* move checkbox answer options
* extract move_csv_attributes method
* choose year based on which case logs are downloaded
* typo
* Extract case log csv class
* Move csv class to services
* update schema
* spec for item_label
* class for item_label
* using helper to derrive plurality
* using helper in other views
* better test name
* test for title format functionality
* code for title format
* test for title format support user and all high level titles
* renamed helper
* failing test viewing logs for specific org as support user
* code for title format with sub nav for support user
* code for title format coordinator user
* correct titles for coordinator user
* switched users to using helper
* rubocop
* correct title for support about org
* massive refacotring
* cleaner code
* correct title for support users in about section
* refactored name
* refactored test names
* correct headings
* fixed titles
* fixed missing bracket and test
* removed test since we dont have hidden headers for non support users
* removed test since we dont have hidden headers for non support users
* correct title when no logs for support usert
* correct title for non support
* correct title for non support viewing logs
* correct title for non support viewing logs
* correct title for non support viewing logs - 3
* correct title for logs
* correct title for logs - 2
* fixed new title for no support tabs
* fixed new title for no support tabs - 2
* fixed rebasing
Jack
kosiakkatrina
Phil Lee
Arthur Campbell
natdeanlewissoftwire
SamSeed-Softwire
James Rose
natdeanlewissoftwire
Sam
Dushan
David May-Miller
Ted-U
Paul Robert Lloyd
baarkerlounger
baarkerlounger
Stéphane Meny
J G