Merge branch 'main' of https://github.com/cisagov/manage.get.gov into es/2913-domain-request-screenreader

src/registrar/assets/src/js/getgov/main.js

@@ -10,8 +10,7 @@ import { initDomainRequestsTable } from './table-domain-requests.js';
 import { initMembersTable } from './table-members.js';
 import { initMemberDomainsTable } from './table-member-domains.js';
 import { initEditMemberDomainsTable } from './table-edit-member-domains.js';
-import { initPortfolioMemberPageToggle } from './portfolio-member-page.js';
+import { initPortfolioNewMemberPageToggle, initAddNewMemberPageListeners, initPortfolioMemberPageRadio } from './portfolio-member-page.js';
-import { initAddNewMemberPageListeners } from './portfolio-member-page.js';
 
 initDomainValidators();
 
@@ -21,13 +20,6 @@ nameserversFormListener();
 
 hookupYesNoListener("other_contacts-has_other_contacts",'other-employees', 'no-other-employees');
 hookupYesNoListener("additional_details-has_anything_else_text",'anything-else', null);
-hookupRadioTogglerListener(
-  'member_access_level', 
-  {
-    'admin': 'new-member-admin-permissions',
-    'basic': 'new-member-basic-permissions'
-  }
-);
 hookupYesNoListener("additional_details-has_cisa_representative",'cisa-representative', null);
 initializeUrbanizationToggle();
 
@@ -44,5 +36,7 @@ initMembersTable();
 initMemberDomainsTable();
 initEditMemberDomainsTable();
 
-initPortfolioMemberPageToggle();
+// Init the portfolio new member page
+initPortfolioMemberPageRadio();
+initPortfolioNewMemberPageToggle();
 initAddNewMemberPageListeners();

src/registrar/assets/src/js/getgov/portfolio-member-page.js

@@ -2,9 +2,10 @@ import { uswdsInitializeModals } from './helpers-uswds.js';
 import { getCsrfToken } from './helpers.js';
 import { generateKebabHTML } from './table-base.js';
 import { MembersTable } from './table-members.js';
+import { hookupRadioTogglerListener } from './radios.js';
 
 // This is specifically for the Member Profile (Manage Member) Page member/invitation removal
-export function initPortfolioMemberPageToggle() {
+export function initPortfolioNewMemberPageToggle() {
     document.addEventListener("DOMContentLoaded", () => {
         const wrapperDeleteAction = document.getElementById("wrapper-delete-action")
         if (wrapperDeleteAction) {
@@ -170,3 +171,28 @@ export function initAddNewMemberPageListeners() {
   }
 
 }
+
+// Initalize the radio for the member pages
+export function initPortfolioMemberPageRadio() {
+  document.addEventListener("DOMContentLoaded", () => {
+      let memberForm = document.getElementById("member_form");
+      let newMemberForm = document.getElementById("add_member_form")
+      if (memberForm) {
+        hookupRadioTogglerListener(
+          'role', 
+          {
+            'organization_admin': 'member-admin-permissions',
+            'organization_member': 'member-basic-permissions'
+          }
+        );
+      }else if (newMemberForm){
+        hookupRadioTogglerListener(
+          'member_access_level', 
+          {
+              'admin': 'new-member-admin-permissions',
+              'basic': 'new-member-basic-permissions'
+          }
+        );
+      }
+  });
+}

src/registrar/assets/src/js/getgov/radios.js

@@ -38,14 +38,14 @@ export function hookupYesNoListener(radioButtonName, elementIdToShowIfYes, eleme
  **/
 export function hookupRadioTogglerListener(radioButtonName, valueToElementMap) {
     // Get the radio buttons
-    let radioButtons = document.querySelectorAll('input[name="'+radioButtonName+'"]');
+    let radioButtons = document.querySelectorAll(`input[name="${radioButtonName}"]`);
     
     // Extract the list of all element IDs from the valueToElementMap
     let allElementIds = Object.values(valueToElementMap);
 
     function handleRadioButtonChange() {
         // Find the checked radio button
-        let radioButtonChecked = document.querySelector('input[name="'+radioButtonName+'"]:checked');
+        let radioButtonChecked = document.querySelector(`input[name="${radioButtonName}"]:checked`);
         let selectedValue = radioButtonChecked ? radioButtonChecked.value : null;
     
         // Hide all elements by default
@@ -65,7 +65,7 @@ export function hookupRadioTogglerListener(radioButtonName, valueToElementMap) {
         }
     }
 
-    if (radioButtons.length) {
+    if (radioButtons && radioButtons.length) {
         // Add event listener to each radio button
         radioButtons.forEach(function (radioButton) {
             radioButton.addEventListener('change', handleRadioButtonChange);

src/registrar/forms/portfolio.py

@@ -4,6 +4,7 @@ import logging
 from django import forms
 from django.core.validators import RegexValidator
 from django.core.validators import MaxLengthValidator
+from django.utils.safestring import mark_safe
 
 from registrar.models import (
     PortfolioInvitation,
@@ -271,3 +272,210 @@ class NewMemberForm(forms.ModelForm):
             if admin_member_error in self.errors:
                 del self.errors[admin_member_error]
         return cleaned_data
+
+
+class BasePortfolioMemberForm(forms.Form):
+    """Base form for the PortfolioMemberForm and PortfolioInvitedMemberForm"""
+
+    # The label for each of these has a red "required" star. We can just embed that here for simplicity.
+    required_star = '<abbr class="usa-hint usa-hint--required" title="required">*</abbr>'
+    role = forms.ChoiceField(
+        choices=[
+            # Uses .value because the choice has a different label (on /admin)
+            (UserPortfolioRoleChoices.ORGANIZATION_ADMIN.value, "Admin access"),
+            (UserPortfolioRoleChoices.ORGANIZATION_MEMBER.value, "Basic access"),
+        ],
+        widget=forms.RadioSelect,
+        required=True,
+        error_messages={
+            "required": "Member access level is required",
+        },
+    )
+
+    domain_request_permission_admin = forms.ChoiceField(
+        label=mark_safe(f"Select permission {required_star}"),  # nosec
+        choices=[
+            (UserPortfolioPermissionChoices.VIEW_ALL_REQUESTS.value, "View all requests"),
+            (UserPortfolioPermissionChoices.EDIT_REQUESTS.value, "View all requests plus create requests"),
+        ],
+        widget=forms.RadioSelect,
+        required=False,
+        error_messages={
+            "required": "Admin domain request permission is required",
+        },
+    )
+
+    member_permission_admin = forms.ChoiceField(
+        label=mark_safe(f"Select permission {required_star}"),  # nosec
+        choices=[
+            (UserPortfolioPermissionChoices.VIEW_MEMBERS.value, "View all members"),
+            (UserPortfolioPermissionChoices.EDIT_MEMBERS.value, "View all members plus manage members"),
+        ],
+        widget=forms.RadioSelect,
+        required=False,
+        error_messages={
+            "required": "Admin member permission is required",
+        },
+    )
+
+    domain_request_permission_member = forms.ChoiceField(
+        label=mark_safe(f"Select permission {required_star}"),  # nosec
+        choices=[
+            (UserPortfolioPermissionChoices.VIEW_ALL_REQUESTS.value, "View all requests"),
+            (UserPortfolioPermissionChoices.EDIT_REQUESTS.value, "View all requests plus create requests"),
+            ("no_access", "No access"),
+        ],
+        widget=forms.RadioSelect,
+        required=False,
+        error_messages={
+            "required": "Basic member permission is required",
+        },
+    )
+
+    # Tracks what form elements are required for a given role choice.
+    # All of the fields included here have "required=False" by default as they are conditionally required.
+    # see def clean() for more details.
+    ROLE_REQUIRED_FIELDS = {
+        UserPortfolioRoleChoices.ORGANIZATION_ADMIN: [
+            "domain_request_permission_admin",
+            "member_permission_admin",
+        ],
+        UserPortfolioRoleChoices.ORGANIZATION_MEMBER: [
+            "domain_request_permission_member",
+        ],
+    }
+
+    def __init__(self, *args, instance=None, **kwargs):
+        """Initialize self.instance, self.initial, and descriptions under each radio button.
+        Uses map_instance_to_initial to set the initial dictionary."""
+        super().__init__(*args, **kwargs)
+        if instance:
+            self.instance = instance
+            self.initial = self.map_instance_to_initial(self.instance)
+        # Adds a <p> description beneath each role option
+        self.fields["role"].descriptions = {
+            "organization_admin": UserPortfolioRoleChoices.get_role_description(
+                UserPortfolioRoleChoices.ORGANIZATION_ADMIN
+            ),
+            "organization_member": UserPortfolioRoleChoices.get_role_description(
+                UserPortfolioRoleChoices.ORGANIZATION_MEMBER
+            ),
+        }
+
+    def save(self):
+        """Saves self.instance by grabbing data from self.cleaned_data.
+        Uses map_cleaned_data_to_instance.
+        """
+        self.instance = self.map_cleaned_data_to_instance(self.cleaned_data, self.instance)
+        self.instance.save()
+        return self.instance
+
+    def clean(self):
+        """Validates form data based on selected role and its required fields."""
+        cleaned_data = super().clean()
+        role = cleaned_data.get("role")
+
+        # Get required fields for the selected role. Then validate all required fields for the role.
+        required_fields = self.ROLE_REQUIRED_FIELDS.get(role, [])
+        for field_name in required_fields:
+            # Helpful error for if this breaks
+            if field_name not in self.fields:
+                raise ValueError(f"ROLE_REQUIRED_FIELDS referenced a non-existent field: {field_name}.")
+
+            if not cleaned_data.get(field_name):
+                self.add_error(field_name, self.fields.get(field_name).error_messages.get("required"))
+
+        # Edgecase: Member uses a special form value for None called "no_access".
+        if cleaned_data.get("domain_request_permission_member") == "no_access":
+            cleaned_data["domain_request_permission_member"] = None
+
+        return cleaned_data
+
+    # Explanation of how map_instance_to_initial / map_cleaned_data_to_instance work:
+    # map_instance_to_initial => called on init to set self.initial.
+    # Converts the incoming object (usually PortfolioInvitation or UserPortfolioPermission)
+    # into a dictionary representation for the form to use automatically.
+
+    # map_cleaned_data_to_instance => called on save() to save the instance to the db.
+    # Takes the self.cleaned_data dict, and converts this dict back to the object.
+
+    def map_instance_to_initial(self, instance):
+        """
+        Maps self.instance to self.initial, handling roles and permissions.
+        Returns form data dictionary with appropriate permission levels based on user role:
+        {
+            "role": "organization_admin" or "organization_member",
+            "member_permission_admin": permission level if admin,
+            "domain_request_permission_admin": permission level if admin,
+            "domain_request_permission_member": permission level if member
+        }
+        """
+        # Function variables
+        form_data = {}
+        perms = UserPortfolioPermission.get_portfolio_permissions(
+            instance.roles, instance.additional_permissions, get_list=False
+        )
+
+        # Get the available options for roles, domains, and member.
+        roles = [
+            UserPortfolioRoleChoices.ORGANIZATION_ADMIN,
+            UserPortfolioRoleChoices.ORGANIZATION_MEMBER,
+        ]
+        domain_perms = [
+            UserPortfolioPermissionChoices.EDIT_REQUESTS,
+            UserPortfolioPermissionChoices.VIEW_ALL_REQUESTS,
+        ]
+        member_perms = [
+            UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            UserPortfolioPermissionChoices.VIEW_MEMBERS,
+        ]
+
+        # Build form data based on role (which options are available).
+        # Get which one should be "selected" by assuming that EDIT takes precedence over view,
+        # and ADMIN takes precedence over MEMBER.
+        roles = instance.roles or []
+        selected_role = next((role for role in roles if role in roles), None)
+        form_data = {"role": selected_role}
+        is_admin = selected_role == UserPortfolioRoleChoices.ORGANIZATION_ADMIN
+        if is_admin:
+            selected_domain_permission = next((perm for perm in domain_perms if perm in perms), None)
+            selected_member_permission = next((perm for perm in member_perms if perm in perms), None)
+            form_data["domain_request_permission_admin"] = selected_domain_permission
+            form_data["member_permission_admin"] = selected_member_permission
+        else:
+            # Edgecase: Member uses a special form value for None called "no_access". This ensures a form selection.
+            selected_domain_permission = next((perm for perm in domain_perms if perm in perms), "no_access")
+            form_data["domain_request_permission_member"] = selected_domain_permission
+
+        return form_data
+
+    def map_cleaned_data_to_instance(self, cleaned_data, instance):
+        """
+        Maps self.cleaned_data to self.instance, setting roles and permissions.
+        Args:
+            cleaned_data (dict): Cleaned data containing role and permission choices
+            instance: Instance to update
+
+        Returns:
+            instance: Updated instance
+        """
+        role = cleaned_data.get("role")
+
+        # Handle roles
+        instance.roles = [role]
+
+        # Handle additional_permissions
+        valid_fields = self.ROLE_REQUIRED_FIELDS.get(role, [])
+        additional_permissions = {cleaned_data.get(field) for field in valid_fields if cleaned_data.get(field)}
+
+        # Handle EDIT permissions (should be accompanied with a view permission)
+        if UserPortfolioPermissionChoices.EDIT_MEMBERS in additional_permissions:
+            additional_permissions.add(UserPortfolioPermissionChoices.VIEW_MEMBERS)
+
+        if UserPortfolioPermissionChoices.EDIT_REQUESTS in additional_permissions:
+            additional_permissions.add(UserPortfolioPermissionChoices.VIEW_ALL_REQUESTS)
+
+        # Only set unique permissions not already defined in the base role
+        role_permissions = UserPortfolioPermission.get_portfolio_permissions(instance.roles, [], get_list=False)
+        instance.additional_permissions = list(additional_permissions - role_permissions)
+        return instance

src/registrar/models/user_portfolio_permission.py

@@ -110,8 +110,13 @@ class UserPortfolioPermission(TimeStampedModel):
         return self.get_portfolio_permissions(self.roles, self.additional_permissions)
 
     @classmethod
-    def get_portfolio_permissions(cls, roles, additional_permissions):
+    def get_portfolio_permissions(cls, roles, additional_permissions, get_list=True):
-        """Class method to return a list of permissions based on roles and addtl permissions"""
+        """Class method to return a list of permissions based on roles and addtl permissions.
+        Params:
+            roles => An array of roles
+            additional_permissions => An array of additional_permissions
+            get_list => If true, returns a list of perms. If false, returns a set of perms.
+        """
         # Use a set to avoid duplicate permissions
         portfolio_permissions = set()
         if roles:
@@ -119,7 +124,7 @@ class UserPortfolioPermission(TimeStampedModel):
                 portfolio_permissions.update(cls.PORTFOLIO_ROLE_PERMISSIONS.get(role, []))
         if additional_permissions:
             portfolio_permissions.update(additional_permissions)
-        return list(portfolio_permissions)
+        return list(portfolio_permissions) if get_list else portfolio_permissions
 
     @classmethod
     def get_domain_request_permission_display(cls, roles, additional_permissions):

src/registrar/models/utility/portfolio_helper.py

@@ -4,6 +4,9 @@ from django.apps import apps
 from django.forms import ValidationError
 from registrar.utility.waffle import flag_is_active_for_user
 from django.contrib.auth import get_user_model
+import logging
+
+logger = logging.getLogger(__name__)
 
 
 class UserPortfolioRoleChoices(models.TextChoices):
@@ -16,7 +19,28 @@ class UserPortfolioRoleChoices(models.TextChoices):
 
     @classmethod
     def get_user_portfolio_role_label(cls, user_portfolio_role):
+        try:
             return cls(user_portfolio_role).label if user_portfolio_role else None
+        except ValueError:
+            logger.warning(f"Invalid portfolio role: {user_portfolio_role}")
+            return f"Unknown ({user_portfolio_role})"
+
+    @classmethod
+    def get_role_description(cls, user_portfolio_role):
+        """Returns a detailed description for a given role."""
+        descriptions = {
+            cls.ORGANIZATION_ADMIN: (
+                "Grants this member access to the organization-wide information "
+                "on domains, domain requests, and members. Domain management can be assigned separately."
+            ),
+            cls.ORGANIZATION_MEMBER: (
+                "Grants this member access to the organization.  They can be given extra permissions to view all "
+                "organization domain requests and submit domain requests on behalf of the organization. Basic access "
+                "members can’t view all members of an organization or manage them. "
+                "Domain management can be assigned separately."
+            ),
+        }
+        return descriptions.get(user_portfolio_role)
 
 
 class UserPortfolioPermissionChoices(models.TextChoices):

src/registrar/templates/django/forms/widgets/multiple_input.html

@@ -1,3 +1,5 @@
+{% load static custom_filters %}
+
 <div class="{{ uswds_input_class }}">
   {% for group, options, index in widget.optgroups %}
     {% if group %}<div><label>{{ group }}</label>{% endif %}
@@ -13,7 +15,17 @@
       <label
         class="{{ uswds_input_class }}__label{% if label_classes %} {{ label_classes }}{% endif %}"
         for="{{ option.attrs.id }}"
-      >{{ option.label }}</label>
+      >
+        {{ option.label }}
+        {% comment %} Add a description on each, if available {% endcomment %}
+        {% if field and field.field and field.field.descriptions %}
+          {% with description=field.field.descriptions|get_dict_value:option.value %}
+            {% if description %}
+                <p class="margin-0 margin-top-1">{{ description }}</p>
+            {% endif %}
+          {% endwith %}
+        {% endif %}
+      </label>
     {% endfor %}
     {% if group %}</div>{% endif %}
   {% endfor %}

src/registrar/templates/portfolio_member_permissions.html

@@ -1,42 +1,132 @@
 {% extends 'portfolio_base.html' %}
-{% load static field_helpers%}
+{% load static url_helpers %}
+{% load field_helpers %}
 
 {% block title %}Organization member{% endblock %}
 
-{% load static %}
+{% block wrapper_class %}
+  {{ block.super }} dashboard--grey-1
+{% endblock %}
 
 {% block portfolio_content %}
-<div class="grid-row grid-gap">
+{% include "includes/form_errors.html" with form=form %}
-    <div class="tablet:grid-col-9" id="main-content">
 
-        {% block messages %}
+<!-- Navigation breadcrumbs -->
-            {% include "includes/form_messages.html" %}
+<nav class="usa-breadcrumb padding-top-0" aria-label="Domain request breadcrumb">
-        {% endblock %}
+  <ol class="usa-breadcrumb__list">
-
+    <li class="usa-breadcrumb__list-item">
-        <h1>Manage member</h1>
+      <a href="{% url 'members' %}" class="usa-breadcrumb__link"><span>Members</span></a>
-        
+    </li>
-        <p>
+    <li class="usa-breadcrumb__list-item">
       {% if member %}
-            {{ member.email }}
+        {% url 'member' pk=member.pk as back_url %}
       {% elif invitation %}
+        {% url 'invitedmember' pk=invitation.pk as back_url %}
+      {% endif %}
+      <a href="{{ back_url }}" class="usa-breadcrumb__link"><span>Manage member</span></a>
+    </li>
+    {% comment %} Manage members {% endcomment %}
+    <li class="usa-breadcrumb__list-item usa-current" aria-current="page">
+      <span>Member access and permissions</span>
+    </li>
+  </ol>
+</nav>
+
+<!-- Page header -->
+<h1>Member access and permissions</h1>
+
+{% include "includes/required_fields.html" with remove_margin_top=True %}
+
+<form class="usa-form usa-form--large" method="post" id="member_form" novalidate>
+  {% csrf_token %}
+  <fieldset class="usa-fieldset">
+    <legend>
+      {% if member and member.email or invitation and invitation.email %}
+        <h2 class="margin-top-1">Member email</h2>
+      {% else %}
+        <h2 class="margin-top-1">Member</h2>
+      {% endif %}
+    </legend>
+    <p class="margin-top-0">
+      {% comment %} 
+      Show member email if possible, then invitation email.
+      If neither of these are true, show the name or as a last resort just "None".
+      {% endcomment %}
+      {% if member %}
+        {% if member.email %}
+          {{ member.email }}
+        {% else %}
+          {{ member.get_formatted_name }}
+        {% endif %}
+      {% elif invitation %}
+        {% if invitation.email %}
           {{ invitation.email }}
+        {% else %}
+          None
+        {% endif %}
       {% endif %}
     </p>
+    <!-- Member email -->
+  </fieldset>
 
-        <hr>
+<!-- Member access radio buttons (Toggles other sections) -->
+<fieldset class="usa-fieldset">
+  <legend>
+    <h2 class="margin-top-0">Member Access</h2>
+  </legend>
 
-        <form class="usa-form usa-form--large" method="post" novalidate>
+  <em>Select the level of access for this member. <abbr class="usa-hint usa-hint--required" title="required">*</abbr></em>
-            {% csrf_token %}
+
-            {% input_with_errors form.roles %}
+  {% with add_class="usa-radio__input--tile" add_legend_class="usa-sr-only" %}
-            {% input_with_errors form.additional_permissions %}
+    {% input_with_errors form.role %}
-            <button
+  {% endwith %}
-              type="submit"
+
-              class="usa-button"
+</fieldset>
-            >Submit</button>
+
+<!-- Admin access form -->
+<div id="member-admin-permissions" class="margin-top-2">
+    <h2>Admin access permissions</h2>
+    <p>Member permissions available for admin-level acccess.</p>
+
+    <h3 class="summary-item__title
+    text-primary-dark
+    margin-bottom-0">Organization domain requests</h3>
+    {% with group_classes="usa-form-editable usa-form-editable--no-border padding-top-0" %}
+      {% input_with_errors form.domain_request_permission_admin %}
+    {% endwith %}
+
+    <h3 class="summary-item__title
+    text-primary-dark
+    margin-bottom-0
+    margin-top-3">Organization members</h3>
+    {% with group_classes="usa-form-editable usa-form-editable--no-border padding-top-0" %}
+      {% input_with_errors form.member_permission_admin %}
+    {% endwith %}
+  </div>
+
+  <!-- Basic access form -->
+  <div id="member-basic-permissions" class="margin-top-2">
+      <h2>Basic member permissions</h2>
+      <p>Member permissions available for basic-level acccess.</p>
+
+      <h3 class="margin-bottom-0 summary-item__title text-primary-dark">Organization domain requests</h3>
+      {% with group_classes="usa-form-editable usa-form-editable--no-border padding-top-0" %}
+        {% input_with_errors form.domain_request_permission_member %}
+      {% endwith %}
+  </div>
+
+  <!-- Submit/cancel buttons -->
+  <div class="margin-top-3">
+    <a
+      type="button"
+      href="{{ back_url }}"
+      class="usa-button usa-button--outline"
+      name="btn-cancel-click"
+      aria-label="Cancel editing member"
+    >
+      Cancel
+    </a>
+    <button type="submit" class="usa-button">Update Member</button>
+  </div>
 </form>
-
+{% endblock portfolio_content%}
-        
-
-    </div>
-</div>
-{% endblock %}

src/registrar/templates/portfolio_no_domains.html

@@ -5,12 +5,6 @@
 {% block title %} Domains | {% endblock %}
 
 {% block portfolio_content %}
-
-{% block messages %}
-    {% include "includes/form_messages.html" %}
-{% endblock %}
-
-
 <div id="main-content">
     <h1 id="domains-header">Domains</h1>
     <section class="section-outlined">

src/registrar/templatetags/custom_filters.py

@@ -282,3 +282,11 @@ def display_requesting_entity(domain_request):
         )
 
     return display
+
+
+@register.filter
+def get_dict_value(dictionary, key):
+    """Get a value from a dictionary. Returns a string on empty."""
+    if isinstance(dictionary, dict):
+        return dictionary.get(key, "")
+    return ""

src/registrar/tests/test_reports.py

@@ -71,8 +71,8 @@ class CsvReportsTest(MockDbForSharedTests):
             fake_open = mock_open()
             expected_file_content = [
                 call("Domain name,Domain type,Agency,Organization name,City,State,Security contact email\r\n"),
-                call("cdomain1.gov,Federal - Executive,Portfolio 1 Federal Agency,,,,(blank)\r\n"),
                 call("cdomain11.gov,Federal - Executive,World War I Centennial Commission,,,,(blank)\r\n"),
+                call("cdomain1.gov,Federal - Executive,World War I Centennial Commission,,,,(blank)\r\n"),
                 call("adomain10.gov,Federal,Armed Forces Retirement Home,,,,(blank)\r\n"),
                 call("ddomain3.gov,Federal,Armed Forces Retirement Home,,,,(blank)\r\n"),
             ]
@@ -93,8 +93,8 @@ class CsvReportsTest(MockDbForSharedTests):
             fake_open = mock_open()
             expected_file_content = [
                 call("Domain name,Domain type,Agency,Organization name,City,State,Security contact email\r\n"),
-                call("cdomain1.gov,Federal - Executive,Portfolio 1 Federal Agency,,,,(blank)\r\n"),
                 call("cdomain11.gov,Federal - Executive,World War I Centennial Commission,,,,(blank)\r\n"),
+                call("cdomain1.gov,Federal - Executive,World War I Centennial Commission,,,,(blank)\r\n"),
                 call("adomain10.gov,Federal,Armed Forces Retirement Home,,,,(blank)\r\n"),
                 call("ddomain3.gov,Federal,Armed Forces Retirement Home,,,,(blank)\r\n"),
                 call("zdomain12.gov,Interstate,,,,,(blank)\r\n"),
@@ -493,17 +493,17 @@ class ExportDataTest(MockDbForIndividualTests, MockEppLib):
         # sorted alphabetially by domain name
         expected_content = (
             "Domain name,Domain type,Agency,Organization name,City,State,Security contact email\n"
-            "defaultsecurity.gov,Federal - Executive,Portfolio1FederalAgency,,,,(blank)\n"
             "cdomain11.gov,Federal - Executive,World War I Centennial Commission,,,,(blank)\n"
+            "defaultsecurity.gov,Federal - Executive,World War I Centennial Commission,,,,(blank)\n"
             "adomain10.gov,Federal,Armed Forces Retirement Home,,,,(blank)\n"
             "ddomain3.gov,Federal,Armed Forces Retirement Home,,,,security@mail.gov\n"
             "zdomain12.gov,Interstate,,,,,(blank)\n"
         )
-
         # Normalize line endings and remove commas,
         # spaces and leading/trailing whitespace
         csv_content = csv_content.replace(",,", "").replace(",", "").replace(" ", "").replace("\r\n", "\n").strip()
         expected_content = expected_content.replace(",,", "").replace(",", "").replace(" ", "").strip()
+        self.maxDiff = None
         self.assertEqual(csv_content, expected_content)
 
     @less_console_noise_decorator
@@ -533,16 +533,16 @@ class ExportDataTest(MockDbForIndividualTests, MockEppLib):
         # sorted alphabetially by domain name
         expected_content = (
             "Domain name,Domain type,Agency,Organization name,City,State,Security contact email\n"
-            "defaultsecurity.gov,Federal - Executive,Portfolio1FederalAgency,,,,(blank)\n"
             "cdomain11.gov,Federal - Executive,World War I Centennial Commission,,,,(blank)\n"
+            "defaultsecurity.gov,Federal - Executive,World War I Centennial Commission,,,,(blank)\n"
             "adomain10.gov,Federal,Armed Forces Retirement Home,,,,(blank)\n"
             "ddomain3.gov,Federal,Armed Forces Retirement Home,,,,security@mail.gov\n"
         )
-
         # Normalize line endings and remove commas,
         # spaces and leading/trailing whitespace
         csv_content = csv_content.replace(",,", "").replace(",", "").replace(" ", "").replace("\r\n", "\n").strip()
         expected_content = expected_content.replace(",,", "").replace(",", "").replace(" ", "").strip()
+        self.maxDiff = None
         self.assertEqual(csv_content, expected_content)
 
     @less_console_noise_decorator

src/registrar/tests/test_views_portfolio.py

@@ -2642,3 +2642,160 @@ class TestPortfolioInviteNewMemberView(TestWithUser, WebTest):
         # Validate Database has not changed
         invite_count_after = PortfolioInvitation.objects.count()
         self.assertEqual(invite_count_after, invite_count_before)
+
+
+class TestEditPortfolioMemberView(WebTest):
+    """Tests for the edit member page on portfolios"""
+
+    def setUp(self):
+        self.user = create_user()
+        # Create Portfolio
+        self.portfolio = Portfolio.objects.create(creator=self.user, organization_name="Test Portfolio")
+
+        # Add an invited member who has been invited to manage domains
+        self.invited_member_email = "invited@example.com"
+        self.invitation = PortfolioInvitation.objects.create(
+            email=self.invited_member_email,
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_MEMBER],
+            additional_permissions=[
+                UserPortfolioPermissionChoices.VIEW_MEMBERS,
+            ],
+        )
+
+        # Assign permissions to the user making requests
+        UserPortfolioPermission.objects.create(
+            user=self.user,
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN],
+            additional_permissions=[
+                UserPortfolioPermissionChoices.VIEW_MEMBERS,
+                UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            ],
+        )
+
+    def tearDown(self):
+        PortfolioInvitation.objects.all().delete()
+        UserPortfolioPermission.objects.all().delete()
+        Portfolio.objects.all().delete()
+        User.objects.all().delete()
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_edit_member_permissions_basic_to_admin(self):
+        """Tests converting a basic member to admin with full permissions."""
+        self.client.force_login(self.user)
+
+        # Create a basic member to edit
+        basic_member = create_test_user()
+        basic_permission = UserPortfolioPermission.objects.create(
+            user=basic_member,
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_MEMBER],
+            additional_permissions=[UserPortfolioPermissionChoices.VIEW_ALL_REQUESTS],
+        )
+
+        response = self.client.post(
+            reverse("member-permissions", kwargs={"pk": basic_permission.id}),
+            {
+                "role": UserPortfolioRoleChoices.ORGANIZATION_ADMIN,
+                "domain_request_permission_admin": UserPortfolioPermissionChoices.EDIT_REQUESTS,
+                "member_permission_admin": UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            },
+        )
+
+        # Verify redirect and success message
+        self.assertEqual(response.status_code, 302)
+
+        # Verify database changes
+        basic_permission.refresh_from_db()
+        self.assertEqual(basic_permission.roles, [UserPortfolioRoleChoices.ORGANIZATION_ADMIN])
+        self.assertEqual(
+            set(basic_permission.additional_permissions),
+            {
+                UserPortfolioPermissionChoices.EDIT_REQUESTS,
+                UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            },
+        )
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_edit_member_permissions_validation(self):
+        """Tests form validation for required fields based on role."""
+        self.client.force_login(self.user)
+
+        member = create_test_user()
+        permission = UserPortfolioPermission.objects.create(
+            user=member, portfolio=self.portfolio, roles=[UserPortfolioRoleChoices.ORGANIZATION_MEMBER]
+        )
+
+        # Test missing required admin permissions
+        response = self.client.post(
+            reverse("member-permissions", kwargs={"pk": permission.id}),
+            {
+                "role": UserPortfolioRoleChoices.ORGANIZATION_ADMIN,
+                # Missing required admin fields
+            },
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertEqual(
+            response.context["form"].errors["domain_request_permission_admin"][0],
+            "Admin domain request permission is required",
+        )
+        self.assertEqual(
+            response.context["form"].errors["member_permission_admin"][0], "Admin member permission is required"
+        )
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_edit_invited_member_permissions(self):
+        """Tests editing permissions for an invited (but not yet joined) member."""
+        self.client.force_login(self.user)
+
+        # Test updating invitation permissions
+        response = self.client.post(
+            reverse("invitedmember-permissions", kwargs={"pk": self.invitation.id}),
+            {
+                "role": UserPortfolioRoleChoices.ORGANIZATION_ADMIN,
+                "domain_request_permission_admin": UserPortfolioPermissionChoices.EDIT_REQUESTS,
+                "member_permission_admin": UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            },
+        )
+
+        self.assertEqual(response.status_code, 302)
+
+        # Verify invitation was updated
+        updated_invitation = PortfolioInvitation.objects.get(pk=self.invitation.id)
+        self.assertEqual(updated_invitation.roles, [UserPortfolioRoleChoices.ORGANIZATION_ADMIN])
+        self.assertEqual(
+            set(updated_invitation.additional_permissions),
+            {
+                UserPortfolioPermissionChoices.EDIT_REQUESTS,
+                UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            },
+        )
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_admin_removing_own_admin_role(self):
+        """Tests an admin removing their own admin role redirects to home."""
+        self.client.force_login(self.user)
+
+        # Get the user's admin permission
+        admin_permission = UserPortfolioPermission.objects.get(user=self.user, portfolio=self.portfolio)
+
+        response = self.client.post(
+            reverse("member-permissions", kwargs={"pk": admin_permission.id}),
+            {
+                "role": UserPortfolioRoleChoices.ORGANIZATION_MEMBER,
+                "domain_request_permission_member": UserPortfolioPermissionChoices.VIEW_ALL_REQUESTS,
+            },
+        )
+
+        self.assertEqual(response.status_code, 302)
+        self.assertEqual(response["Location"], reverse("home"))

src/registrar/utility/csv_export.py

@@ -744,30 +744,45 @@ class DomainExport(BaseExport):
         ):
             security_contact_email = "(blank)"
 
+        model["status"] = human_readable_status
+        model["first_ready_on"] = first_ready_on
+        model["expiration_date"] = expiration_date
+        model["domain_type"] = domain_type
+        model["security_contact_email"] = security_contact_email
         # create a dictionary of fields which can be included in output.
         # "extra_fields" are precomputed fields (generated in the DB or parsed).
+        FIELDS = cls.get_fields(model)
+
+        row = [FIELDS.get(column, "") for column in columns]
+
+        return row
+
+    # NOTE - this override is temporary.
+    # We are running into a problem where DomainDataFull and DomainDataFederal are
+    # pulling the wrong data.
+    # For example, the portfolio name, rather than the suborganization name.
+    # This can be removed after that gets fixed.
+    @classmethod
+    def get_fields(cls, model):
         FIELDS = {
             "Domain name": model.get("domain__name"),
-            "Status": human_readable_status,
+            "Status": model.get("status"),
-            "First ready on": first_ready_on,
+            "First ready on": model.get("first_ready_on"),
-            "Expiration date": expiration_date,
+            "Expiration date": model.get("expiration_date"),
-            "Domain type": domain_type,
+            "Domain type": model.get("domain_type"),
             "Agency": model.get("converted_federal_agency"),
             "Organization name": model.get("converted_organization_name"),
             "City": model.get("converted_city"),
             "State": model.get("converted_state_territory"),
             "SO": model.get("converted_so_name"),
             "SO email": model.get("converted_so_email"),
-            "Security contact email": security_contact_email,
+            "Security contact email": model.get("security_contact_email"),
             "Created at": model.get("domain__created_at"),
             "Deleted": model.get("domain__deleted"),
             "Domain managers": model.get("managers"),
             "Invited domain managers": model.get("invited_users"),
         }
-
+        return FIELDS
-        row = [FIELDS.get(column, "") for column in columns]
-
-        return row
 
     def get_filtered_domain_infos_by_org(domain_infos_to_filter, org_to_filter_by):
         """Returns a list of Domain Requests that has been filtered by the given organization value."""
@@ -1077,6 +1092,39 @@ class DomainDataFull(DomainExport):
     Inherits from BaseExport -> DomainExport
     """
 
+    # NOTE - this override is temporary.
+    # We are running into a problem where DomainDataFull is
+    # pulling the wrong data.
+    # For example, the portfolio name, rather than the suborganization name.
+    # This can be removed after that gets fixed.
+    # The following fields are changed from DomainExport:
+    # converted_organization_name => organization_name
+    # converted_city => city
+    # converted_state_territory => state_territory
+    # converted_so_name => so_name
+    # converted_so_email => senior_official__email
+    @classmethod
+    def get_fields(cls, model):
+        FIELDS = {
+            "Domain name": model.get("domain__name"),
+            "Status": model.get("status"),
+            "First ready on": model.get("first_ready_on"),
+            "Expiration date": model.get("expiration_date"),
+            "Domain type": model.get("domain_type"),
+            "Agency": model.get("federal_agency__agency"),
+            "Organization name": model.get("organization_name"),
+            "City": model.get("city"),
+            "State": model.get("state_territory"),
+            "SO": model.get("so_name"),
+            "SO email": model.get("senior_official__email"),
+            "Security contact email": model.get("security_contact_email"),
+            "Created at": model.get("domain__created_at"),
+            "Deleted": model.get("domain__deleted"),
+            "Domain managers": model.get("managers"),
+            "Invited domain managers": model.get("invited_users"),
+        }
+        return FIELDS
+
     @classmethod
     def get_columns(cls):
         """
@@ -1106,9 +1154,9 @@ class DomainDataFull(DomainExport):
         """
         # Coalesce is used to replace federal_type of None with ZZZZZ
         return [
-            "converted_generic_org_type",
+            "organization_type",
-            Coalesce("converted_federal_type", Value("ZZZZZ")),
+            Coalesce("federal_type", Value("ZZZZZ")),
-            "converted_federal_agency",
+            "federal_agency",
             "domain__name",
         ]
 
@@ -1164,6 +1212,39 @@ class DomainDataFederal(DomainExport):
     Inherits from BaseExport -> DomainExport
     """
 
+    # NOTE - this override is temporary.
+    # We are running into a problem where DomainDataFull is
+    # pulling the wrong data.
+    # For example, the portfolio name, rather than the suborganization name.
+    # This can be removed after that gets fixed.
+    # The following fields are changed from DomainExport:
+    # converted_organization_name => organization_name
+    # converted_city => city
+    # converted_state_territory => state_territory
+    # converted_so_name => so_name
+    # converted_so_email => senior_official__email
+    @classmethod
+    def get_fields(cls, model):
+        FIELDS = {
+            "Domain name": model.get("domain__name"),
+            "Status": model.get("status"),
+            "First ready on": model.get("first_ready_on"),
+            "Expiration date": model.get("expiration_date"),
+            "Domain type": model.get("domain_type"),
+            "Agency": model.get("federal_agency__agency"),
+            "Organization name": model.get("organization_name"),
+            "City": model.get("city"),
+            "State": model.get("state_territory"),
+            "SO": model.get("so_name"),
+            "SO email": model.get("senior_official__email"),
+            "Security contact email": model.get("security_contact_email"),
+            "Created at": model.get("domain__created_at"),
+            "Deleted": model.get("domain__deleted"),
+            "Domain managers": model.get("managers"),
+            "Invited domain managers": model.get("invited_users"),
+        }
+        return FIELDS
+
     @classmethod
     def get_columns(cls):
         """
@@ -1193,9 +1274,9 @@ class DomainDataFederal(DomainExport):
         """
         # Coalesce is used to replace federal_type of None with ZZZZZ
         return [
-            "converted_generic_org_type",
+            "organization_type",
-            Coalesce("converted_federal_type", Value("ZZZZZ")),
+            Coalesce("federal_type", Value("ZZZZZ")),
-            "converted_federal_agency",
+            "federal_agency",
             "domain__name",
         ]
 

src/registrar/views/portfolios.py

@@ -6,7 +6,6 @@ from django.shortcuts import get_object_or_404, redirect, render
 from django.urls import reverse
 from django.utils.safestring import mark_safe
 from django.contrib import messages
-
 from registrar.forms import portfolio as portfolioForms
 from registrar.models import Portfolio, User
 from registrar.models.portfolio_invitation import PortfolioInvitation
@@ -144,7 +143,7 @@ class PortfolioMemberDeleteView(PortfolioMemberPermission, View):
 class PortfolioMemberEditView(PortfolioMemberEditPermissionView, View):
 
     template_name = "portfolio_member_permissions.html"
-    form_class = portfolioForms.PortfolioMemberForm
+    form_class = portfolioForms.BasePortfolioMemberForm
 
     def get(self, request, pk):
         portfolio_permission = get_object_or_404(UserPortfolioPermission, pk=pk)
@@ -164,12 +163,17 @@ class PortfolioMemberEditView(PortfolioMemberEditPermissionView, View):
     def post(self, request, pk):
         portfolio_permission = get_object_or_404(UserPortfolioPermission, pk=pk)
         user = portfolio_permission.user
-
         form = self.form_class(request.POST, instance=portfolio_permission)
-
         if form.is_valid():
+            # Check if user is removing their own admin or edit role
+            removing_admin_role_on_self = (
+                request.user == user
+                and UserPortfolioRoleChoices.ORGANIZATION_ADMIN in portfolio_permission.roles
+                and UserPortfolioRoleChoices.ORGANIZATION_ADMIN not in form.cleaned_data.get("role", [])
+            )
             form.save()
-            return redirect("member", pk=pk)
+            messages.success(self.request, "The member access and permission changes have been saved.")
+            return redirect("member", pk=pk) if not removing_admin_role_on_self else redirect("home")
 
         return render(
             request,
@@ -278,7 +282,7 @@ class PortfolioInvitedMemberDeleteView(PortfolioMemberPermission, View):
 class PortfolioInvitedMemberEditView(PortfolioMemberEditPermissionView, View):
 
     template_name = "portfolio_member_permissions.html"
-    form_class = portfolioForms.PortfolioInvitedMemberForm
+    form_class = portfolioForms.BasePortfolioMemberForm
 
     def get(self, request, pk):
         portfolio_invitation = get_object_or_404(PortfolioInvitation, pk=pk)
@@ -298,6 +302,7 @@ class PortfolioInvitedMemberEditView(PortfolioMemberEditPermissionView, View):
         form = self.form_class(request.POST, instance=portfolio_invitation)
         if form.is_valid():
             form.save()
+            messages.success(self.request, "The member access and permission changes have been saved.")
             return redirect("invitedmember", pk=pk)
 
         return render(

src/zap.conf

@@ -70,6 +70,7 @@
 10038	OUTOFSCOPE	http://app:8080/org-name-address
 10038	OUTOFSCOPE	http://app:8080/domain_requests/
 10038	OUTOFSCOPE	http://app:8080/domains/
+10038	OUTOFSCOPE	http://app:8080/domains/edit
 10038	OUTOFSCOPE	http://app:8080/organization/
 10038	OUTOFSCOPE	http://app:8080/permissions
 10038	OUTOFSCOPE	http://app:8080/suborganization/