Merge pull request #3005 from cisagov/ad/2852-property-to-portfolio-related-fields

#2852: property to portfolio related fields - [AD]

src/registrar/admin.py

@@ -1640,6 +1640,70 @@ class DomainRequestAdmin(ListHeaderAdmin, ImportExportModelAdmin):
         def lookups(self, request, model_admin):
             return DomainRequest.DomainRequestStatus.choices
 
+    class GenericOrgFilter(admin.SimpleListFilter):
+        """Custom Generic Organization filter that accomodates portfolio feature.
+        If we have a portfolio, use the portfolio's organization.  If not, use the
+        organization in the Domain Request object."""
+
+        title = "generic organization"
+        parameter_name = "converted_generic_orgs"
+
+        def lookups(self, request, model_admin):
+            converted_generic_orgs = set()
+
+            for domain_request in DomainRequest.objects.all():
+                converted_generic_org = domain_request.converted_generic_org_type
+                if converted_generic_org:
+                    converted_generic_orgs.add(converted_generic_org)
+
+            return sorted((org, org) for org in converted_generic_orgs)
+
+        # Filter queryset
+        def queryset(self, request, queryset):
+            if self.value():  # Check if a generic org is selected in the filter
+                return queryset.filter(
+                    # Filter based on the generic org value returned by converted_generic_org_type
+                    id__in=[
+                        domain_request.id
+                        for domain_request in queryset
+                        if domain_request.converted_generic_org_type
+                        and domain_request.converted_generic_org_type == self.value()
+                    ]
+                )
+            return queryset
+
+    class FederalTypeFilter(admin.SimpleListFilter):
+        """Custom Federal Type filter that accomodates portfolio feature.
+        If we have a portfolio, use the portfolio's federal type.  If not, use the
+        organization in the Domain Request object."""
+
+        title = "federal Type"
+        parameter_name = "converted_federal_types"
+
+        def lookups(self, request, model_admin):
+            converted_federal_types = set()
+
+            for domain_request in DomainRequest.objects.all():
+                converted_federal_type = domain_request.converted_federal_type
+                if converted_federal_type:
+                    converted_federal_types.add(converted_federal_type)
+
+            return sorted((type, type) for type in converted_federal_types)
+
+        # Filter queryset
+        def queryset(self, request, queryset):
+            if self.value():  # Check if federal Type is selected in the filter
+                return queryset.filter(
+                    # Filter based on the federal type returned by converted_federal_type
+                    id__in=[
+                        domain_request.id
+                        for domain_request in queryset
+                        if domain_request.converted_federal_type
+                        and domain_request.converted_federal_type == self.value()
+                    ]
+                )
+            return queryset
+
     class InvestigatorFilter(admin.SimpleListFilter):
         """Custom investigator filter that only displays users with the manager role"""
 
@@ -1700,6 +1764,30 @@ class DomainRequestAdmin(ListHeaderAdmin, ImportExportModelAdmin):
             if self.value() == "0":
                 return queryset.filter(Q(is_election_board=False) | Q(is_election_board=None))
 
+    @admin.display(description=_("Generic Org Type"))
+    def converted_generic_org_type(self, obj):
+        return obj.converted_generic_org_type
+
+    @admin.display(description=_("Organization Name"))
+    def converted_organization_name(self, obj):
+        return obj.converted_organization_name
+
+    @admin.display(description=_("Federal Agency"))
+    def converted_federal_agency(self, obj):
+        return obj.converted_federal_agency
+
+    @admin.display(description=_("Federal Type"))
+    def converted_federal_type(self, obj):
+        return obj.converted_federal_type
+
+    @admin.display(description=_("City"))
+    def converted_city(self, obj):
+        return obj.converted_city
+
+    @admin.display(description=_("State/Territory"))
+    def converted_state_territory(self, obj):
+        return obj.converted_state_territory
+
     # Columns
     list_display = [
         "requested_domain",
@@ -1707,13 +1795,13 @@ class DomainRequestAdmin(ListHeaderAdmin, ImportExportModelAdmin):
         "last_submitted_date",
         "last_status_update",
         "status",
-        "generic_org_type",
-        "federal_type",
-        "federal_agency",
-        "organization_name",
         "custom_election_board",
-        "city",
+        "converted_generic_org_type",
-        "state_territory",
+        "converted_organization_name",
+        "converted_federal_agency",
+        "converted_federal_type",
+        "converted_city",
+        "converted_state_territory",
         "investigator",
     ]
 
@@ -1738,8 +1826,8 @@ class DomainRequestAdmin(ListHeaderAdmin, ImportExportModelAdmin):
     # Filters
     list_filter = (
         StatusListFilter,
-        "generic_org_type",
+        GenericOrgFilter,
-        "federal_type",
+        FederalTypeFilter,
         ElectionOfficeFilter,
         "rejection_reason",
         InvestigatorFilter,
@@ -1869,15 +1957,16 @@ class DomainRequestAdmin(ListHeaderAdmin, ImportExportModelAdmin):
         "suborganization_city",
         "suborganization_state_territory",
     ]
+
     autocomplete_fields = [
         "approved_domain",
         "requested_domain",
         "creator",
-        "senior_official",
         "investigator",
         "portfolio",
         "sub_organization",
     ]
+
     filter_horizontal = ("current_websites", "alternative_domains", "other_contacts")
 
     # Table ordering

src/registrar/models/domain_request.py

@@ -1409,3 +1409,48 @@ class DomainRequest(TimeStampedModel):
         if not is_complete or not self._is_general_form_complete(request):
             return False
         return True
+
+    """The following converted_ property methods get field data from this domain request's portfolio,
+    if there is an associated portfolio. If not, they return data from the domain request model."""
+
+    @property
+    def converted_organization_name(self):
+        if self.portfolio:
+            return self.portfolio.organization_name
+        return self.organization_name
+
+    @property
+    def converted_generic_org_type(self):
+        if self.portfolio:
+            return self.portfolio.organization_type
+        return self.generic_org_type
+
+    @property
+    def converted_federal_agency(self):
+        if self.portfolio:
+            return self.portfolio.federal_agency
+        return self.federal_agency
+
+    @property
+    def converted_federal_type(self):
+        if self.portfolio:
+            return self.portfolio.federal_type
+        return self.federal_type
+
+    @property
+    def converted_city(self):
+        if self.portfolio:
+            return self.portfolio.city
+        return self.city
+
+    @property
+    def converted_state_territory(self):
+        if self.portfolio:
+            return self.portfolio.state_territory
+        return self.state_territory
+
+    @property
+    def converted_senior_official(self):
+        if self.portfolio:
+            return self.portfolio.senior_official
+        return self.senior_official

src/registrar/tests/test_admin_request.py

@@ -576,9 +576,9 @@ class TestDomainRequestAdmin(MockEppLib):
         response = self.client.get("/admin/registrar/domainrequest/?generic_org_type__exact=federal")
         # There are 2 template references to Federal (4) and two in the results data
         # of the request
-        self.assertContains(response, "Federal", count=52)
+        self.assertContains(response, "Federal", count=51)
         # This may be a bit more robust
-        self.assertContains(response, '<td class="field-generic_org_type">Federal</td>', count=1)
+        self.assertContains(response, '<td class="field-converted_generic_org_type">federal</td>', count=1)
         # Now let's make sure the long description does not exist
         self.assertNotContains(response, "Federal: an agency of the U.S. government")
 
@@ -1935,8 +1935,8 @@ class TestDomainRequestAdmin(MockEppLib):
             readonly_fields = self.admin.get_list_filter(request)
             expected_fields = (
                 DomainRequestAdmin.StatusListFilter,
-                "generic_org_type",
+                DomainRequestAdmin.GenericOrgFilter,
-                "federal_type",
+                DomainRequestAdmin.FederalTypeFilter,
                 DomainRequestAdmin.ElectionOfficeFilter,
                 "rejection_reason",
                 DomainRequestAdmin.InvestigatorFilter,

src/registrar/tests/test_models_requests.py

@@ -14,6 +14,7 @@ from registrar.models import (
     DraftDomain,
     FederalAgency,
     AllowedEmail,
+    Portfolio,
 )
 
 import boto3_mocking
@@ -95,6 +96,7 @@ class TestDomainRequest(TestCase):
         DomainRequest.objects.all().delete()
         DraftDomain.objects.all().delete()
         Domain.objects.all().delete()
+        Portfolio.objects.all().delete()
         User.objects.all().delete()
         self.mock_client.EMAILS_SENT.clear()
 
@@ -1045,3 +1047,26 @@ class TestDomainRequest(TestCase):
             status=DomainRequest.DomainRequestStatus.STARTED, name="no-others.gov", has_other_contacts=False
         )
         self.assertEquals(domain_request.has_other_contacts(), False)
+
+    @less_console_noise_decorator
+    def test_converted_type(self):
+        """test that new property fields works as expected to pull domain req info such as fed agency,
+        generic org type, and others from portfolio"""
+        fed_agency = FederalAgency.objects.filter(agency="Non-Federal Agency").first()
+        portfolio = Portfolio.objects.create(
+            organization_name="Test Portfolio",
+            creator=self.dummy_user_2,
+            federal_agency=fed_agency,
+            organization_type=DomainRequest.OrganizationChoices.FEDERAL,
+        )
+
+        domain_request = completed_domain_request(name="domainre1.gov", portfolio=portfolio)
+
+        self.assertEqual(portfolio.organization_type, domain_request.converted_generic_org_type)
+        self.assertEqual(portfolio.federal_agency, domain_request.converted_federal_agency)
+
+        domain_request2 = completed_domain_request(
+            name="domainreq2.gov", federal_agency=fed_agency, generic_org_type=DomainRequest.OrganizationChoices.TRIBAL
+        )
+        self.assertEqual(domain_request2.generic_org_type, domain_request2.converted_generic_org_type)
+        self.assertEqual(domain_request2.federal_agency, domain_request2.converted_federal_agency)

src/registrar/tests/test_reports.py

@@ -701,6 +701,7 @@ class ExportDataTest(MockDbForIndividualTests, MockEppLib):
             csv_file.seek(0)
             # Read the content into a variable
             csv_content = csv_file.read()
+
             expected_content = (
                 "Domain request,Domain type,Federal type\n"
                 "city3.gov,Federal,Executive\n"

src/registrar/utility/csv_export.py

@@ -660,17 +660,17 @@ class DomainRequestsDataType:
                     cls.safe_get(getattr(request, "all_alternative_domains", None)),
                     cls.safe_get(getattr(request, "all_other_contacts", None)),
                     cls.safe_get(getattr(request, "all_current_websites", None)),
-                    cls.safe_get(getattr(request, "federal_agency", None)),
+                    cls.safe_get(getattr(request, "converted_federal_agency", None)),
-                    cls.safe_get(getattr(request.senior_official, "first_name", None)),
+                    cls.safe_get(getattr(request.converted_senior_official, "first_name", None)),
-                    cls.safe_get(getattr(request.senior_official, "last_name", None)),
+                    cls.safe_get(getattr(request.converted_senior_official, "last_name", None)),
-                    cls.safe_get(getattr(request.senior_official, "email", None)),
+                    cls.safe_get(getattr(request.converted_senior_official, "email", None)),
-                    cls.safe_get(getattr(request.senior_official, "title", None)),
+                    cls.safe_get(getattr(request.converted_senior_official, "title", None)),
                     cls.safe_get(getattr(request.creator, "first_name", None)),
                     cls.safe_get(getattr(request.creator, "last_name", None)),
                     cls.safe_get(getattr(request.creator, "email", None)),
-                    cls.safe_get(getattr(request, "organization_name", None)),
+                    cls.safe_get(getattr(request, "converted_organization_name", None)),
-                    cls.safe_get(getattr(request, "city", None)),
+                    cls.safe_get(getattr(request, "converted_city", None)),
-                    cls.safe_get(getattr(request, "state_territory", None)),
+                    cls.safe_get(getattr(request, "converted_state_territory", None)),
                     cls.safe_get(getattr(request, "purpose", None)),
                     cls.safe_get(getattr(request, "cisa_representative_email", None)),
                     cls.safe_get(getattr(request, "last_submitted_date", None)),