Merge remote-tracking branch 'origin/main' into ms/2307-send-notification-emails

src/registrar/admin.py

@@ -5,6 +5,11 @@ from django import forms
 from django.db.models import Value, CharField, Q
 from django.db.models.functions import Concat, Coalesce
 from django.http import HttpResponseRedirect
+from registrar.utility.admin_helpers import (
+    get_action_needed_reason_default_email,
+    get_rejection_reason_default_email,
+    get_field_links_as_list,
+)
 from django.conf import settings
 from django.shortcuts import redirect
 from django_fsm import get_available_FIELD_transitions, FSMField
@@ -20,11 +25,6 @@ from epplibwrapper.errors import ErrorCode, RegistryError
 from registrar.models.user_domain_role import UserDomainRole
 from waffle.admin import FlagAdmin
 from waffle.models import Sample, Switch
-from registrar.utility.admin_helpers import (
-    get_all_action_needed_reason_emails,
-    get_action_needed_reason_default_email,
-    get_field_links_as_list,
-)
 from registrar.models import Contact, Domain, DomainRequest, DraftDomain, User, Website, SeniorOfficial
 from registrar.utility.constants import BranchChoices
 from registrar.utility.errors import FSMDomainRequestError, FSMErrorCodes
@@ -190,11 +190,11 @@ class PortfolioInvitationAdminForm(UserChangeForm):
         model = models.PortfolioInvitation
         fields = "__all__"
         widgets = {
-            "portfolio_roles": FilteredSelectMultipleArrayWidget(
+            "roles": FilteredSelectMultipleArrayWidget(
-                "portfolio_roles", is_stacked=False, choices=UserPortfolioRoleChoices.choices
+                "roles", is_stacked=False, choices=UserPortfolioRoleChoices.choices
             ),
-            "portfolio_additional_permissions": FilteredSelectMultipleArrayWidget(
+            "additional_permissions": FilteredSelectMultipleArrayWidget(
-                "portfolio_additional_permissions",
+                "additional_permissions",
                 is_stacked=False,
                 choices=UserPortfolioPermissionChoices.choices,
             ),
@@ -237,6 +237,7 @@ class DomainRequestAdminForm(forms.ModelForm):
         }
         labels = {
             "action_needed_reason_email": "Email",
+            "rejection_reason_email": "Email",
         }
 
     def __init__(self, *args, **kwargs):
@@ -1408,8 +1409,8 @@ class PortfolioInvitationAdmin(ListHeaderAdmin):
     list_display = [
         "email",
         "portfolio",
-        "portfolio_roles",
+        "roles",
-        "portfolio_additional_permissions",
+        "additional_permissions",
         "status",
     ]
 
@@ -1750,6 +1751,7 @@ class DomainRequestAdmin(ListHeaderAdmin, ImportExportModelAdmin):
                     "status_history",
                     "status",
                     "rejection_reason",
+                    "rejection_reason_email",
                     "action_needed_reason",
                     "action_needed_reason_email",
                     "investigator",
@@ -1905,25 +1907,11 @@ class DomainRequestAdmin(ListHeaderAdmin, ImportExportModelAdmin):
         # Get the original domain request from the database.
         original_obj = models.DomainRequest.objects.get(pk=obj.pk)
 
-        # == Handle action_needed_reason == #
+        # == Handle action needed and rejected emails == #
-
+        # Edge case: this logic is handled by javascript, so contexts outside that must be handled
-        reason_changed = obj.action_needed_reason != original_obj.action_needed_reason
+        obj = self._handle_custom_emails(obj)
-        if reason_changed:
-            # Track the fact that we sent out an email
-            request.session["action_needed_email_sent"] = True
-
-            # Set the action_needed_reason_email to the default if nothing exists.
-            # Since this check occurs after save, if the user enters a value then we won't update.
-
-            default_email = get_action_needed_reason_default_email(request, obj, obj.action_needed_reason)
-            if obj.action_needed_reason_email:
-                emails = get_all_action_needed_reason_emails(request, obj)
-                is_custom_email = obj.action_needed_reason_email not in emails.values()
-                if not is_custom_email:
-                    obj.action_needed_reason_email = default_email
-            else:
-                obj.action_needed_reason_email = default_email
 
+        # == Handle allowed emails == #
         if obj.status in DomainRequest.get_statuses_that_send_emails() and not settings.IS_PRODUCTION:
             self._check_for_valid_email(request, obj)
 
@@ -1939,6 +1927,15 @@ class DomainRequestAdmin(ListHeaderAdmin, ImportExportModelAdmin):
             if should_save:
                 return super().save_model(request, obj, form, change)
 
+    def _handle_custom_emails(self, obj):
+        if obj.status == DomainRequest.DomainRequestStatus.ACTION_NEEDED:
+            if obj.action_needed_reason and not obj.action_needed_reason_email:
+                obj.action_needed_reason_email = get_action_needed_reason_default_email(obj, obj.action_needed_reason)
+        elif obj.status == DomainRequest.DomainRequestStatus.REJECTED:
+            if obj.rejection_reason and not obj.rejection_reason_email:
+                obj.rejection_reason_email = get_rejection_reason_default_email(obj, obj.rejection_reason)
+        return obj
+
     def _check_for_valid_email(self, request, obj):
         """Certain emails are whitelisted in non-production environments,
         so we should display that information using this function.
@@ -1976,18 +1973,30 @@ class DomainRequestAdmin(ListHeaderAdmin, ImportExportModelAdmin):
 
             # If the status is not mapped properly, saving could cause
             # weird issues down the line. Instead, we should block this.
+            # NEEDS A UNIT TEST
             should_proceed = False
-            return should_proceed
+            return (obj, should_proceed)
 
-        request_is_not_approved = obj.status != models.DomainRequest.DomainRequestStatus.APPROVED
+        obj_is_not_approved = obj.status != models.DomainRequest.DomainRequestStatus.APPROVED
-        if request_is_not_approved and not obj.domain_is_not_active():
+        if obj_is_not_approved and not obj.domain_is_not_active():
-            # If an admin tried to set an approved domain request to
+            # REDUNDANT CHECK / ERROR SCREEN AVOIDANCE:
-            # another status and the related domain is already
+            # This action (moving a request from approved to
-            # active, shortcut the action and throw a friendly
+            # another status) when the domain is already active (READY),
-            # error message. This action would still not go through
+            # would still not go through even without this check as the rules are
-            # shortcut or not as the rules are duplicated on the model,
+            # duplicated in the model and the error is raised from the model.
-            # but the error would be an ugly Django error screen.
+            # This avoids an ugly Django error screen.
             error_message = "This action is not permitted. The domain is already active."
+        elif (
+            original_obj.status != models.DomainRequest.DomainRequestStatus.APPROVED
+            and obj.status == models.DomainRequest.DomainRequestStatus.APPROVED
+            and original_obj.requested_domain is not None
+            and Domain.objects.filter(name=original_obj.requested_domain.name).exists()
+        ):
+            # REDUNDANT CHECK:
+            # This action (approving a request when the domain exists)
+            # would still not go through even without this check as the rules are
+            # duplicated in the model and the error is raised from the model.
+            error_message = FSMDomainRequestError.get_error_message(FSMErrorCodes.APPROVE_DOMAIN_IN_USE)
         elif obj.status == models.DomainRequest.DomainRequestStatus.REJECTED and not obj.rejection_reason:
             # This condition should never be triggered.
             # The opposite of this condition is acceptable (rejected -> other status and rejection_reason)
@@ -2464,7 +2473,10 @@ class DomainAdmin(ListHeaderAdmin, ImportExportModelAdmin):
     generic_org_type.admin_order_field = "domain_info__generic_org_type"  # type: ignore
 
     def federal_agency(self, obj):
-        return obj.domain_info.federal_agency if obj.domain_info else None
+        if obj.domain_info:
+            return obj.domain_info.federal_agency
+        else:
+            return None
 
     federal_agency.admin_order_field = "domain_info__federal_agency"  # type: ignore
 

src/registrar/assets/js/get-gov-admin.js

@@ -344,69 +344,6 @@ function initializeWidgetOnList(list, parentId) {
     }
 }
 
-/** An IIFE for admin in DjangoAdmin to listen to changes on the domain request
- * status select and to show/hide the rejection reason
-*/
-(function (){
-    let rejectionReasonFormGroup = document.querySelector('.field-rejection_reason')
-    // This is the "action needed reason" field
-    let actionNeededReasonFormGroup = document.querySelector('.field-action_needed_reason');
-    // This is the "Email" field
-    let actionNeededReasonEmailFormGroup = document.querySelector('.field-action_needed_reason_email')
-
-    if (rejectionReasonFormGroup && actionNeededReasonFormGroup && actionNeededReasonEmailFormGroup) {
-        let statusSelect = document.getElementById('id_status')
-        let isRejected = statusSelect.value == "rejected"
-        let isActionNeeded = statusSelect.value == "action needed"
-
-        // Initial handling of rejectionReasonFormGroup display
-        showOrHideObject(rejectionReasonFormGroup, show=isRejected)
-        showOrHideObject(actionNeededReasonFormGroup, show=isActionNeeded)
-        showOrHideObject(actionNeededReasonEmailFormGroup, show=isActionNeeded)
-
-        // Listen to change events and handle rejectionReasonFormGroup display, then save status to session storage
-        statusSelect.addEventListener('change', function() {
-            // Show the rejection reason field if the status is rejected.
-            // Then track if its shown or hidden in our session cache.
-            isRejected = statusSelect.value == "rejected"
-            showOrHideObject(rejectionReasonFormGroup, show=isRejected)
-            addOrRemoveSessionBoolean("showRejectionReason", add=isRejected)
-
-            isActionNeeded = statusSelect.value == "action needed"
-            showOrHideObject(actionNeededReasonFormGroup, show=isActionNeeded)
-            showOrHideObject(actionNeededReasonEmailFormGroup, show=isActionNeeded)
-            addOrRemoveSessionBoolean("showActionNeededReason", add=isActionNeeded)
-        });
-        
-        // Listen to Back/Forward button navigation and handle rejectionReasonFormGroup display based on session storage
-
-        // When you navigate using forward/back after changing status but not saving, when you land back on the DA page the
-        // status select will say (for example) Rejected but the selected option can be something else. To manage the show/hide
-        // accurately for this edge case, we use cache and test for the back/forward navigation.
-        const observer = new PerformanceObserver((list) => {
-            list.getEntries().forEach((entry) => {
-            if (entry.type === "back_forward") {
-                let showRejectionReason = sessionStorage.getItem("showRejectionReason") !== null
-                showOrHideObject(rejectionReasonFormGroup, show=showRejectionReason)
-
-                let showActionNeededReason = sessionStorage.getItem("showActionNeededReason") !== null
-                showOrHideObject(actionNeededReasonFormGroup, show=showActionNeededReason)
-                showOrHideObject(actionNeededReasonEmailFormGroup, show=isActionNeeded)
-            }
-            });
-        });
-        observer.observe({ type: "navigation" });
-    }
-
-    // Adds or removes the display-none class to object depending on the value of boolean show
-    function showOrHideObject(object, show){
-        if (show){
-            object.classList.remove("display-none");
-        }else {
-            object.classList.add("display-none");
-        }
-    }
-})();
 
 /** An IIFE for toggling the submit bar on domain request forms
 */
@@ -501,82 +438,110 @@ function initializeWidgetOnList(list, parentId) {
 })();
 
 
-/** An IIFE that hooks to the show/hide button underneath action needed reason.
+class CustomizableEmailBase {
- * This shows the auto generated email on action needed reason.
+
-*/
+    /**
-document.addEventListener('DOMContentLoaded', function() {
+     * @param {Object} config - must contain the following:
-    const dropdown = document.getElementById("id_action_needed_reason");
+     * @property {HTMLElement} dropdown - The dropdown element.
-    const textarea = document.getElementById("id_action_needed_reason_email")
+     * @property {HTMLElement} textarea - The textarea element.
-    const domainRequestId = dropdown ? document.getElementById("domain_request_id").value : null
+     * @property {HTMLElement} lastSentEmailContent - The last sent email content element.
-    const textareaPlaceholder = document.querySelector(".field-action_needed_reason_email__placeholder");
+     * @property {HTMLElement} textAreaFormGroup - The form group for the textarea.
-    const directEditButton = document.querySelector('.field-action_needed_reason_email__edit');
+     * @property {HTMLElement} dropdownFormGroup - The form group for the dropdown.
-    const modalTrigger = document.querySelector('.field-action_needed_reason_email__modal-trigger');
+     * @property {HTMLElement} modalConfirm - The confirm button in the modal.
-    const modalConfirm = document.getElementById('confirm-edit-email');
+     * @property {string} apiUrl - The API URL for fetching email content.
-    const formLabel = document.querySelector('label[for="id_action_needed_reason_email"]');
+     * @property {string} statusToCheck - The status to check against. Used for show/hide on textAreaFormGroup/dropdownFormGroup.
-    let lastSentEmailContent = document.getElementById("last-sent-email-content");
+     * @property {string} sessionVariableName - The session variable name. Used for show/hide on textAreaFormGroup/dropdownFormGroup.
-    const initialDropdownValue = dropdown ? dropdown.value : null;
+     * @property {string} apiErrorMessage - The error message that the ajax call returns.
-    const initialEmailValue = textarea.value;
+     */
+    constructor(config) {
+        this.config = config;        
+        this.dropdown = config.dropdown;
+        this.textarea = config.textarea;
+        this.lastSentEmailContent = config.lastSentEmailContent;
+        this.apiUrl = config.apiUrl;
+        this.apiErrorMessage = config.apiErrorMessage;
+        this.modalConfirm = config.modalConfirm;
+
+        // These fields are hidden/shown on pageload depending on the current status
+        this.textAreaFormGroup = config.textAreaFormGroup;
+        this.dropdownFormGroup = config.dropdownFormGroup;
+        this.statusToCheck = config.statusToCheck;
+        this.sessionVariableName = config.sessionVariableName;
+
+        // Non-configurable variables
+        this.statusSelect = document.getElementById("id_status");
+        this.domainRequestId = this.dropdown ? document.getElementById("domain_request_id").value : null
+        this.initialDropdownValue = this.dropdown ? this.dropdown.value : null;
+        this.initialEmailValue = this.textarea ? this.textarea.value : null;
+
+        // Find other fields near the textarea 
+        const parentDiv = this.textarea ? this.textarea.closest(".flex-container") : null;
+        this.directEditButton = parentDiv ? parentDiv.querySelector(".edit-email-button") : null;
+        this.modalTrigger = parentDiv ? parentDiv.querySelector(".edit-button-modal-trigger") : null;
+
+        this.textareaPlaceholder = parentDiv ? parentDiv.querySelector(".custom-email-placeholder") : null;
+        this.formLabel = this.textarea ? document.querySelector(`label[for="${this.textarea.id}"]`) : null;
+
+        this.isEmailAlreadySentConst;
+        if (this.lastSentEmailContent && this.textarea) {
+            this.isEmailAlreadySentConst = this.lastSentEmailContent.value.replace(/\s+/g, '') === this.textarea.value.replace(/\s+/g, '');
+        }
 
-    // We will use the const to control the modal
-    let isEmailAlreadySentConst = lastSentEmailContent.value.replace(/\s+/g, '') === textarea.value.replace(/\s+/g, '');
-    // We will use the function to control the label and help
-    function isEmailAlreadySent() {
-        return lastSentEmailContent.value.replace(/\s+/g, '') === textarea.value.replace(/\s+/g, '');
     }
 
-    if (!dropdown || !textarea || !domainRequestId || !formLabel || !modalConfirm) return;
+    // Handle showing/hiding the related fields on page load.
-    const apiUrl = document.getElementById("get-action-needed-email-for-user-json").value;
+    initializeFormGroups() {
+        let isStatus = this.statusSelect.value == this.statusToCheck;
 
-    function updateUserInterface(reason) {
+        // Initial handling of these groups.
-        if (!reason) {
+        this.updateFormGroupVisibility(isStatus);
-            // No reason selected, we will set the label to "Email", show the "Make a selection" placeholder, hide the trigger, textarea, hide the help text
-            formLabel.innerHTML = "Email:";
-            textareaPlaceholder.innerHTML = "Select an action needed reason to see email";
-            showElement(textareaPlaceholder);
-            hideElement(directEditButton);
-            hideElement(modalTrigger);
-            hideElement(textarea);
-        } else if (reason === 'other') {
-            // 'Other' selected, we will set the label to "Email", show the "No email will be sent" placeholder, hide the trigger, textarea, hide the help text
-            formLabel.innerHTML = "Email:";
-            textareaPlaceholder.innerHTML = "No email will be sent";
-            showElement(textareaPlaceholder);
-            hideElement(directEditButton);
-            hideElement(modalTrigger);
-            hideElement(textarea);
-        } else {
-            // A triggering selection is selected, all hands on board:
-            textarea.setAttribute('readonly', true);
-            showElement(textarea);
-            hideElement(textareaPlaceholder);
 
-            if (isEmailAlreadySentConst) {
+        // Listen to change events and handle rejectionReasonFormGroup display, then save status to session storage
-                hideElement(directEditButton);
+        this.statusSelect.addEventListener('change', () => {
-                showElement(modalTrigger);
+            // Show the action needed field if the status is what we expect.
-            } else {
+            // Then track if its shown or hidden in our session cache.
-                showElement(directEditButton);
+            isStatus = this.statusSelect.value == this.statusToCheck;
-                hideElement(modalTrigger);
+            this.updateFormGroupVisibility(isStatus);
-            }
+            addOrRemoveSessionBoolean(this.sessionVariableName, isStatus);
-            if (isEmailAlreadySent()) {
+        });
-                formLabel.innerHTML = "Email sent to creator:";
+        
-            } else {
+        // Listen to Back/Forward button navigation and handle rejectionReasonFormGroup display based on session storage
-                formLabel.innerHTML = "Email:";
+        // When you navigate using forward/back after changing status but not saving, when you land back on the DA page the
-            }
+        // status select will say (for example) Rejected but the selected option can be something else. To manage the show/hide
+        // accurately for this edge case, we use cache and test for the back/forward navigation.
+        const observer = new PerformanceObserver((list) => {
+            list.getEntries().forEach((entry) => {
+                if (entry.type === "back_forward") {
+                    let showTextAreaFormGroup = sessionStorage.getItem(this.sessionVariableName) !== null;
+                    this.updateFormGroupVisibility(showTextAreaFormGroup);
+                }
+            });
+        });
+        observer.observe({ type: "navigation" });
+    }
+
+    updateFormGroupVisibility(showFormGroups) {
+        if (showFormGroups) {
+            showElement(this.textAreaFormGroup);
+            showElement(this.dropdownFormGroup);
+        }else {
+            hideElement(this.textAreaFormGroup);
+            hideElement(this.dropdownFormGroup);
         }
     }
 
-    // Initialize UI
+    initializeDropdown() {
-    updateUserInterface(dropdown.value);
+        this.dropdown.addEventListener("change", () => {
-
+            let reason = this.dropdown.value;
-    dropdown.addEventListener("change", function() {
+            if (this.initialDropdownValue !== this.dropdown.value || this.initialEmailValue !== this.textarea.value) {
-        const reason = dropdown.value;
+                let searchParams = new URLSearchParams(
-        // Update the UI
+                    {
-        updateUserInterface(reason);
+                        "reason": reason,
-        if (reason && reason !== "other") {
+                        "domain_request_id": this.domainRequestId,
-            // If it's not the initial value
+                    }
-            if (initialDropdownValue !== dropdown.value || initialEmailValue !== textarea.value) {
+                );
                 // Replace the email content
-                fetch(`${apiUrl}?reason=${reason}&domain_request_id=${domainRequestId}`)
+                fetch(`${this.apiUrl}?${searchParams.toString()}`)
                 .then(response => {
                     return response.json().then(data => data);
                 })
@@ -584,30 +549,213 @@ document.addEventListener('DOMContentLoaded', function() {
                     if (data.error) {
                         console.error("Error in AJAX call: " + data.error);
                     }else {
-                        textarea.value = data.action_needed_email;
+                        this.textarea.value = data.email;
                     }
-                    updateUserInterface(reason);
+                    this.updateUserInterface(reason);
                 })
                 .catch(error => {
-                    console.error("Error action needed email: ", error)
+                    console.error(this.apiErrorMessage, error)
                 });
             }
+        });
+    }
+
+    initializeModalConfirm() {
+        this.modalConfirm.addEventListener("click", () => {
+            this.textarea.removeAttribute('readonly');
+            this.textarea.focus();
+            hideElement(this.directEditButton);
+            hideElement(this.modalTrigger);  
+        });
+    }
+
+    initializeDirectEditButton() {
+        this.directEditButton.addEventListener("click", () => {
+            this.textarea.removeAttribute('readonly');
+            this.textarea.focus();
+            hideElement(this.directEditButton);
+            hideElement(this.modalTrigger);  
+        });
+    }
+
+    isEmailAlreadySent() {
+        return this.lastSentEmailContent.value.replace(/\s+/g, '') === this.textarea.value.replace(/\s+/g, '');
+    }
+
+    updateUserInterface(reason=this.dropdown.value, excluded_reasons=["other"]) {
+        if (!reason) {
+            // No reason selected, we will set the label to "Email", show the "Make a selection" placeholder, hide the trigger, textarea, hide the help text
+            this.showPlaceholderNoReason();
+        } else if (excluded_reasons.includes(reason)) {
+            // 'Other' selected, we will set the label to "Email", show the "No email will be sent" placeholder, hide the trigger, textarea, hide the help text
+            this.showPlaceholderOtherReason();
+        } else {
+            this.showReadonlyTextarea();
+        }
+    }
+
+    // Helper function that makes overriding the readonly textarea easy
+    showReadonlyTextarea() {
+        // A triggering selection is selected, all hands on board:
+        this.textarea.setAttribute('readonly', true);
+        showElement(this.textarea);
+        hideElement(this.textareaPlaceholder);
+
+        if (this.isEmailAlreadySentConst) {
+            hideElement(this.directEditButton);
+            showElement(this.modalTrigger);
+        } else {
+            showElement(this.directEditButton);
+            hideElement(this.modalTrigger);
         }
 
-    });
+        if (this.isEmailAlreadySent()) {
+            this.formLabel.innerHTML = "Email sent to creator:";
+        } else {
+            this.formLabel.innerHTML = "Email:";
+        }
+    }
 
-    modalConfirm.addEventListener("click", () => {
+    // Helper function that makes overriding the placeholder reason easy
-        textarea.removeAttribute('readonly');
+    showPlaceholderNoReason() {
-        textarea.focus();
+        this.showPlaceholder("Email:", "Select a reason to see email");
-        hideElement(directEditButton);
+    }
-        hideElement(modalTrigger);  
+
-    });
+    // Helper function that makes overriding the placeholder reason easy
-    directEditButton.addEventListener("click", () => {
+    showPlaceholderOtherReason() {
-        textarea.removeAttribute('readonly');
+        this.showPlaceholder("Email:", "No email will be sent");
-        textarea.focus();
+    }
-        hideElement(directEditButton);
+
-        hideElement(modalTrigger);  
+    showPlaceholder(formLabelText, placeholderText) {
-    });
+        this.formLabel.innerHTML = formLabelText;
+        this.textareaPlaceholder.innerHTML = placeholderText;
+        showElement(this.textareaPlaceholder);
+        hideElement(this.directEditButton);
+        hideElement(this.modalTrigger);
+        hideElement(this.textarea);
+    }
+}
+
+
+
+class customActionNeededEmail extends CustomizableEmailBase {
+    constructor() {
+        const emailConfig = {
+            dropdown: document.getElementById("id_action_needed_reason"),
+            textarea: document.getElementById("id_action_needed_reason_email"),
+            lastSentEmailContent: document.getElementById("last-sent-action-needed-email-content"),
+            modalConfirm: document.getElementById("action-needed-reason__confirm-edit-email"),
+            apiUrl: document.getElementById("get-action-needed-email-for-user-json")?.value || null,
+            textAreaFormGroup: document.querySelector('.field-action_needed_reason'),
+            dropdownFormGroup: document.querySelector('.field-action_needed_reason_email'),
+            statusToCheck: "action needed",
+            sessionVariableName: "showActionNeededReason",
+            apiErrorMessage: "Error when attempting to grab action needed email: "
+        }
+        super(emailConfig);
+    }
+
+    loadActionNeededEmail() {
+        // Hide/show the email fields depending on the current status
+        this.initializeFormGroups();
+        // Setup the textarea, edit button, helper text
+        this.updateUserInterface();
+        this.initializeDropdown();
+        this.initializeModalConfirm();
+        this.initializeDirectEditButton();
+    }
+
+    // Overrides the placeholder text when no reason is selected
+    showPlaceholderNoReason() {
+        this.showPlaceholder("Email:", "Select an action needed reason to see email");
+    }
+
+    // Overrides the placeholder text when the reason other is selected
+    showPlaceholderOtherReason() {
+        this.showPlaceholder("Email:", "No email will be sent");
+    }
+}
+
+/** An IIFE that hooks to the show/hide button underneath action needed reason.
+ * This shows the auto generated email on action needed reason.
+*/
+document.addEventListener('DOMContentLoaded', function() {
+    const domainRequestForm = document.getElementById("domainrequest_form");
+    if (!domainRequestForm) {
+        return;
+    }
+
+    // Initialize UI
+    const customEmail = new customActionNeededEmail();
+
+    // Check that every variable was setup correctly
+    const nullItems = Object.entries(customEmail.config).filter(([key, value]) => value === null).map(([key]) => key);
+    if (nullItems.length > 0) {
+        console.error(`Failed to load customActionNeededEmail(). Some variables were null: ${nullItems.join(", ")}`)
+        return;
+    }
+    customEmail.loadActionNeededEmail()
+});
+
+
+class customRejectedEmail extends CustomizableEmailBase {
+    constructor() {
+        const emailConfig = {
+            dropdown: document.getElementById("id_rejection_reason"),
+            textarea: document.getElementById("id_rejection_reason_email"),
+            lastSentEmailContent: document.getElementById("last-sent-rejection-email-content"),
+            modalConfirm: document.getElementById("rejection-reason__confirm-edit-email"),
+            apiUrl: document.getElementById("get-rejection-email-for-user-json")?.value || null,
+            textAreaFormGroup: document.querySelector('.field-rejection_reason'),
+            dropdownFormGroup: document.querySelector('.field-rejection_reason_email'),
+            statusToCheck: "rejected",
+            sessionVariableName: "showRejectionReason",
+            errorMessage: "Error when attempting to grab rejected email: "
+        };
+        super(emailConfig);
+    }
+
+    loadRejectedEmail() {
+        this.initializeFormGroups();
+        this.updateUserInterface();
+        this.initializeDropdown();
+        this.initializeModalConfirm();
+        this.initializeDirectEditButton();
+    }
+
+    // Overrides the placeholder text when no reason is selected
+    showPlaceholderNoReason() {
+        this.showPlaceholder("Email:", "Select a rejection reason to see email");
+    }
+
+    updateUserInterface(reason=this.dropdown.value, excluded_reasons=[]) {
+        super.updateUserInterface(reason, excluded_reasons);
+    }
+    // Overrides the placeholder text when the reason other is selected
+    // showPlaceholderOtherReason() {
+    //     this.showPlaceholder("Email:", "No email will be sent");
+    // }
+}
+
+
+/** An IIFE that hooks to the show/hide button underneath rejected reason.
+ * This shows the auto generated email on action needed reason.
+*/
+document.addEventListener('DOMContentLoaded', function() {
+    const domainRequestForm = document.getElementById("domainrequest_form");
+    if (!domainRequestForm) {
+        return;
+    }
+
+    // Initialize UI
+    const customEmail = new customRejectedEmail();
+    // Check that every variable was setup correctly
+    const nullItems = Object.entries(customEmail.config).filter(([key, value]) => value === null).map(([key]) => key);
+    if (nullItems.length > 0) {
+        console.error(`Failed to load customRejectedEmail(). Some variables were null: ${nullItems.join(", ")}`)
+        return;
+    }
+    customEmail.loadRejectedEmail()
 });
 
 
@@ -706,18 +854,6 @@ document.addEventListener('DOMContentLoaded', function() {
                 }
                 return '';
             }
-            // Extract the submitter name, title, email, and phone number
-            const submitterDiv = document.querySelector('.form-row.field-submitter');
-            const submitterNameElement = document.getElementById('id_submitter');
-            // We have to account for different superuser and analyst markups
-            const submitterName = submitterNameElement 
-                ? submitterNameElement.options[submitterNameElement.selectedIndex].text 
-                : submitterDiv.querySelector('a').text;
-            const submitterTitle = extractTextById('contact_info_title', submitterDiv);
-            const submitterEmail = extractTextById('contact_info_email', submitterDiv);
-            const submitterPhone = extractTextById('contact_info_phone', submitterDiv);
-            let submitterInfo = `${submitterName}${submitterTitle}${submitterEmail}${submitterPhone}`;
-
 
             //------ Senior Official
             const seniorOfficialDiv = document.querySelector('.form-row.field-senior_official');
@@ -734,7 +870,6 @@ document.addEventListener('DOMContentLoaded', function() {
                             `<strong>Current Websites:</strong> ${existingWebsites.join(', ')}</br>` +
                             `<strong>Rationale:</strong></br>` +
                             `<strong>Alternative Domains:</strong> ${alternativeDomains.join(', ')}</br>` +
-                            `<strong>Submitter:</strong> ${submitterInfo}</br>` +
                             `<strong>Senior Official:</strong> ${seniorOfficialInfo}</br>` +
                             `<strong>Other Employees:</strong> ${otherContactsSummary}</br>`;
             

src/registrar/assets/js/get-gov.js

@@ -1498,12 +1498,23 @@ class DomainsTable extends LoadTableBase {
   }
 }
 
-
 class DomainRequestsTable extends LoadTableBase {
 
   constructor() {
     super('.domain-requests__table', '.domain-requests__table-wrapper', '#domain-requests__search-field', '#domain-requests__search-field-submit', '.domain-requests__reset-search', '.domain-requests__reset-filters', '.domain-requests__no-data', '.domain-requests__no-search-results');
   }
+  
+  toggleExportButton(requests) {
+    const exportButton = document.getElementById('export-csv'); 
+    if (exportButton) {
+        if (requests.length > 0) {
+            showElement(exportButton);
+        } else {
+            hideElement(exportButton);
+        }
+    }
+}
+
   /**
      * Loads rows in the domains list, as well as updates pagination around the domains list
      * based on the supplied attributes.
@@ -1517,6 +1528,7 @@ class DomainRequestsTable extends LoadTableBase {
      */
   loadTable(page, sortBy = this.currentSortBy, order = this.currentOrder, scroll = this.scrollToTable, status = this.currentStatus, searchTerm = this.currentSearchTerm, portfolio = this.portfolioValue) {
     let baseUrl = document.getElementById("get_domain_requests_json_url");
+    
     if (!baseUrl) {
       return;
     }
@@ -1548,6 +1560,9 @@ class DomainRequestsTable extends LoadTableBase {
           return;
         }
 
+        // Manage "export as CSV" visibility for domain requests
+        this.toggleExportButton(data.domain_requests);
+
         // handle the display of proper messaging in the event that no requests exist in the list or search returns no results
         this.updateDisplay(data, this.tableWrapper, this.noTableWrapper, this.noSearchResultsWrapper, this.currentSearchTerm);
 
@@ -1865,11 +1880,10 @@ class MembersTable extends LoadTableBase {
      * @param {*} sortBy - the sort column option
      * @param {*} order - the sort order {asc, desc}
      * @param {*} scroll - control for the scrollToElement functionality
-     * @param {*} status - control for the status filter
      * @param {*} searchTerm - the search term
      * @param {*} portfolio - the portfolio id
      */
-  loadTable(page, sortBy = this.currentSortBy, order = this.currentOrder, scroll = this.scrollToTable, status = this.currentStatus, searchTerm =this.currentSearchTerm, portfolio = this.portfolioValue) {
+  loadTable(page, sortBy = this.currentSortBy, order = this.currentOrder, scroll = this.scrollToTable, searchTerm =this.currentSearchTerm, portfolio = this.portfolioValue) {
 
       // --------- SEARCH
       let searchParams = new URLSearchParams(
@@ -1877,7 +1891,6 @@ class MembersTable extends LoadTableBase {
           "page": page,
           "sort_by": sortBy,
           "order": order,
-          "status": status,
           "search_term": searchTerm
         }
       );
@@ -1913,11 +1926,40 @@ class MembersTable extends LoadTableBase {
           const memberList = document.querySelector('.members__table tbody');
           memberList.innerHTML = '';
 
+          const invited = 'Invited';
+
           data.members.forEach(member => {
-            // const actionUrl = domain.action_url;
             const member_name = member.name;
-            const member_email = member.email;
+            const member_display = member.member_display;
-            const last_active = member.last_active;
+            const options = { year: 'numeric', month: 'short', day: 'numeric' };
+            
+            // Handle last_active values
+            let last_active = member.last_active;
+            let last_active_formatted = '';
+            let last_active_sort_value = '';
+
+            // Handle 'Invited' or null/empty values differently from valid dates
+            if (last_active && last_active !== invited) {
+              try {
+                // Try to parse the last_active as a valid date
+                last_active = new Date(last_active);
+                if (!isNaN(last_active)) {
+                  last_active_formatted = last_active.toLocaleDateString('en-US', options);
+                  last_active_sort_value = last_active.getTime();  // For sorting purposes
+                } else {
+                  last_active_formatted='Invalid date'                  
+                }
+              } catch (e) {
+                console.error(`Error parsing date: ${last_active}. Error: ${e}`);
+                last_active_formatted='Invalid date'
+              }
+            } else {
+              // Handle 'Invited' or null
+              last_active = invited;
+              last_active_formatted = invited;
+              last_active_sort_value = invited; // Keep 'Invited' as a sortable string
+            }
+
             const action_url = member.action_url;
             const action_label = member.action_label;
             const svg_icon = member.svg_icon;
@@ -1930,10 +1972,10 @@ class MembersTable extends LoadTableBase {
 
             row.innerHTML = `
               <th scope="row" role="rowheader" data-label="member email">
-                ${member_email ? member_email : member_name} ${admin_tagHTML}
+                ${member_display} ${admin_tagHTML}
               </th>
-              <td data-sort-value="${last_active}" data-label="last_active">
+              <td data-sort-value="${last_active_sort_value}" data-label="last_active">
-                ${last_active}
+                ${last_active_formatted}
               </td>
               <td>
                 <a href="${action_url}">

src/registrar/assets/js/uswds-edited.js

@@ -25,6 +25,8 @@
 /**
  * Edits made for dotgov project:
  *  - tooltip exposed to window to be accessible in other js files
+ *  - tooltip positioning logic updated to allow position:fixed
+ *  - tooltip dynamic content updated to include nested element (for better sizing control)
  *  - modal exposed to window to be accessible in other js files
  *  - fixed bug in createHeaderButton which added newlines to header button tooltips
  */
@@ -5938,6 +5940,22 @@ const showToolTip = (tooltipBody, tooltipTrigger, position) => {
     return offset;
   };
 
+  // ---- DOTGOV EDIT (Added section)
+  // DOTGOV: Tooltip positioning logic updated to allow position:fixed
+  const tooltipStyle = window.getComputedStyle(tooltipBody);
+  const tooltipIsFixedPositioned = tooltipStyle.position === 'fixed';
+  const triggerRect = tooltipTrigger.getBoundingClientRect(); //detect if tooltip is set to "fixed" position
+  const targetLeft = tooltipIsFixedPositioned ? triggerRect.left + triggerRect.width/2 + 'px': `50%`
+  const targetTop = tooltipIsFixedPositioned ? triggerRect.top + triggerRect.height/2 + 'px': `50%`
+  if (tooltipIsFixedPositioned) {
+    /* DOTGOV: Add listener to handle scrolling if tooltip position = 'fixed'
+    (so that the tooltip doesn't appear to stick to the screen) */
+    window.addEventListener('scroll', function() {
+      findBestPosition(tooltipBody)
+    });
+  }
+  // ---- END DOTGOV EDIT
+
   /**
    * Positions tooltip at the top
    * @param {HTMLElement} e - this is the tooltip body
@@ -5949,8 +5967,16 @@ const showToolTip = (tooltipBody, tooltipTrigger, position) => {
     const topMargin = calculateMarginOffset("top", e.offsetHeight, tooltipTrigger);
     const leftMargin = calculateMarginOffset("left", e.offsetWidth, tooltipTrigger);
     setPositionClass("top");
-    e.style.left = `50%`; // center the element
+
-    e.style.top = `-${TRIANGLE_SIZE}px`; // consider the pseudo element
+    // ---- DOTGOV EDIT
+    // e.style.left = `50%`; // center the element
+    // e.style.top = `-${TRIANGLE_SIZE}px`; // consider the pseudo element
+
+    // DOTGOV: updated logic for position:fixed
+    e.style.left = targetLeft; // center the element
+    e.style.top = tooltipIsFixedPositioned ?`${triggerRect.top-TRIANGLE_SIZE}px`:`-${TRIANGLE_SIZE}px`; // consider the pseudo element 
+    // ---- END DOTGOV EDIT
+
     // apply our margins based on the offset
     e.style.margin = `-${topMargin}px 0 0 -${leftMargin / 2}px`;
   };
@@ -5963,7 +5989,17 @@ const showToolTip = (tooltipBody, tooltipTrigger, position) => {
     resetPositionStyles(e);
     const leftMargin = calculateMarginOffset("left", e.offsetWidth, tooltipTrigger);
     setPositionClass("bottom");
-    e.style.left = `50%`;
+
+    // ---- DOTGOV EDIT
+    // e.style.left = `50%`;
+
+    // DOTGOV: updated logic for position:fixed
+    if (tooltipIsFixedPositioned){
+      e.style.top = triggerRect.bottom+'px';
+    }
+    // ---- END DOTGOV EDIT
+
+    e.style.left = targetLeft;
     e.style.margin = `${TRIANGLE_SIZE}px 0 0 -${leftMargin / 2}px`;
   };
 
@@ -5975,8 +6011,16 @@ const showToolTip = (tooltipBody, tooltipTrigger, position) => {
     resetPositionStyles(e);
     const topMargin = calculateMarginOffset("top", e.offsetHeight, tooltipTrigger);
     setPositionClass("right");
-    e.style.top = `50%`;
+
-    e.style.left = `${tooltipTrigger.offsetLeft + tooltipTrigger.offsetWidth + TRIANGLE_SIZE}px`;
+    // ---- DOTGOV EDIT
+    // e.style.top = `50%`;
+    // e.style.left = `${tooltipTrigger.offsetLeft + tooltipTrigger.offsetWidth + TRIANGLE_SIZE}px`;
+
+    // DOTGOV: updated logic for position:fixed
+    e.style.top = targetTop;
+    e.style.left = tooltipIsFixedPositioned ? `${triggerRect.right + TRIANGLE_SIZE}px`:`${tooltipTrigger.offsetLeft + tooltipTrigger.offsetWidth + TRIANGLE_SIZE}px`;
+    // ---- END DOTGOV EDIT
+
     e.style.margin = `-${topMargin / 2}px 0 0 0`;
   };
 
@@ -5991,8 +6035,16 @@ const showToolTip = (tooltipBody, tooltipTrigger, position) => {
     // we have to check for some utility margins
     const leftMargin = calculateMarginOffset("left", tooltipTrigger.offsetLeft > e.offsetWidth ? tooltipTrigger.offsetLeft - e.offsetWidth : e.offsetWidth, tooltipTrigger);
     setPositionClass("left");
-    e.style.top = `50%`;
+
-    e.style.left = `-${TRIANGLE_SIZE}px`;
+    // ---- DOTGOV EDIT
+    // e.style.top = `50%`;
+    // e.style.left = `-${TRIANGLE_SIZE}px`;
+
+    // DOTGOV: updated logic for position:fixed
+    e.style.top = targetTop;
+    e.style.left = tooltipIsFixedPositioned ? `${triggerRect.left-TRIANGLE_SIZE}px` : `-${TRIANGLE_SIZE}px`;
+    // ---- END DOTGOV EDIT
+
     e.style.margin = `-${topMargin / 2}px 0 0 ${tooltipTrigger.offsetLeft > e.offsetWidth ? leftMargin : -leftMargin}px`; // adjust the margin
   };
 
@@ -6017,6 +6069,7 @@ const showToolTip = (tooltipBody, tooltipTrigger, position) => {
       if (i < positions.length) {
         const pos = positions[i];
         pos(element);
+
         if (!isElementInViewport(element)) {
           // eslint-disable-next-line no-param-reassign
           tryPositions(i += 1);
@@ -6128,7 +6181,17 @@ const setUpAttributes = tooltipTrigger => {
   tooltipBody.setAttribute("aria-hidden", "true");
 
   // place the text in the tooltip
-  tooltipBody.textContent = tooltipContent;
+  
+  // -- DOTGOV EDIT
+  // tooltipBody.textContent = tooltipContent;
+
+  // DOTGOV: nest the text element to allow us greater control over width and wrapping behavior
+   tooltipBody.innerHTML = `
+    <span class="usa-tooltip__content">
+      ${tooltipContent}
+    </span>`
+  // -- END DOTGOV EDIT
+
   return {
     tooltipBody,
     position,

src/registrar/assets/sass/_theme/_admin.scss

@@ -385,6 +385,7 @@ a.button,
     font-kerning: auto;
     font-family: inherit;
     font-weight: normal;
+    text-decoration: none !important;
 }
 .button svg,
 .button span,
@@ -392,6 +393,9 @@ a.button,
 .usa-button--dja span {
     vertical-align: middle;
 }
+.usa-button--dja.usa-button--unstyled {
+    color: var(--link-fg);
+}
 .usa-button--dja:not(.usa-button--unstyled, .usa-button--outline, .usa-modal__close, .usa-button--secondary) {
     background: var(--button-bg);
 }
@@ -421,11 +425,34 @@ input[type=submit].button--dja-toolbar {
 input[type=submit].button--dja-toolbar:focus, input[type=submit].button--dja-toolbar:hover {
     border-color: var(--body-quiet-color);
 }
-// Targets the DJA buttom with a nested icon
+.admin-icon-group {
-button .usa-icon,
+    position: relative;
-.button .usa-icon,
+    display: inline;
-.button--clipboard .usa-icon {
+    align-items: center;
-    vertical-align: middle;      
+
+    input {
+        // Allow for padding around the copy button
+        padding-right: 35px !important;
+    }
+
+    button {
+        width: max-content;
+    }
+
+    @media (max-width: 1000px) {
+        button {
+            display: block;
+        }
+    }
+
+    span {
+        padding-left: 0.05rem;
+    }
+
+}
+.usa-button__small-text,
+.usa-button__small-text span {
+    font-size: 13px;
 }
 
 .module--custom {
@@ -673,71 +700,10 @@ address.dja-address-contact-list {
     }
 }
 
-// Make the clipboard button "float" inside of the input box
-.admin-icon-group {
-    position: relative;
-    display: inline;
-    align-items: center;
-
-    input {
-        // Allow for padding around the copy button
-        padding-right: 35px !important;
-        // Match the height of other inputs
-        min-height: 2.25rem !important;
-    }
-
-    button {
-        line-height: 14px;
-        width: max-content;
-        font-size: unset;
-        text-decoration: none !important;
-    }
-
-    @media (max-width: 1000px) {
-        button {
-            display: block;
-            padding-top: 8px;
-        }
-    }
-
-    span {
-        padding-left: 0.1rem;
-    }
-
-}
-
-.admin-icon-group.admin-icon-group__clipboard-link {
-    position: relative;
-    display: inline;
-    align-items: center;
-    
-
-    .usa-button--icon {
-        position: absolute;
-        right: auto;
-        left: 4px;
-        height: 100%;
-        top: -1px;
-    }
-    button {
-        font-size: unset !important;
-        display: inline-flex;
-        padding-top: 4px;
-        line-height: 14px;
-        width: max-content;
-        font-size: unset;
-        text-decoration: none !important;
-    }
-}
-
 .no-outline-on-click:focus {
     outline: none !important;
 }
 
-.usa-button__small-text {
-    font-size: small;
-}
-
 // Get rid of padding on all help texts
 form .aligned p.help, form .aligned div.help {
     padding-left: 0px !important;
@@ -887,6 +853,9 @@ div.dja__model-description{
     padding-top: 0 !important;
 }
 
+.padding-bottom-0 {
+    padding-bottom: 0 !important;
+}
 
 .flex-container {
     @media screen and (min-width: 700px) and (max-width: 1150px) {

src/registrar/assets/sass/_theme/_buttons.scss

@@ -254,6 +254,7 @@ a .usa-icon,
 // Note: Can be simplified by adding text-secondary to delete anchors in tables
 button.text-secondary,
 button.text-secondary:hover,
-.dotgov-table a.text-secondary {
+a.text-secondary,
+a.text-secondary:hover {
   color: $theme-color-error;
 }

src/registrar/assets/sass/_theme/_tooltips.scss

@@ -28,3 +28,47 @@
 #extended-logo .usa-tooltip__body {
   font-weight: 400 !important;
 }
+
+.domains__table {
+  /*
+  Trick tooltips in the domains table to do 2 things...
+  1 - Shrink itself to a padded viewport window
+  (override width and wrapping properties in key areas to constrain tooltip size)
+  2 - NOT be clipped by the table's scrollable view
+  (Set tooltip position to "fixed", which prevents tooltip from being clipped by parent
+  containers. Fixed-position detection was added to uswds positioning logic to update positioning
+  calculations accordingly.)
+  */
+  .usa-tooltip__body {
+    white-space: inherit;
+    max-width: fit-content; // prevent adjusted widths from being larger than content
+    position: fixed; // prevents clipping by parent containers
+  }
+  /*
+  Override width adustments in this dynamically added class
+  (this is original to the javascript handler as a way to shrink tooltip contents within the viewport,
+  but is insufficient for our needs.  We cannot simply override its properties
+  because the logic surrounding its dynamic appearance in the DOM does not account
+  for parent containers (basically, this class isn't in the DOM when we need it).
+  Intercept .usa-tooltip__content instead and nullify the effects of
+  .usa-tooltip__body--wrap to prevent conflicts)
+  */
+  .usa-tooltip__body--wrap {
+    min-width: inherit;
+    width: inherit;
+  }
+  /*
+  Add width and wrapping to tooltip content in order to confine it to a smaller viewport window.
+  */
+  .usa-tooltip__content {
+    width: 50vw;
+    text-wrap: wrap;
+    text-align: center;
+    font-size: inherit; //inherit tooltip fontsize of .93rem
+    max-width: fit-content;
+    @include at-media('desktop') {
+      width: 70vw;
+    }
+    display: block;
+  }
+}

src/registrar/config/urls.py

@@ -20,6 +20,7 @@ from registrar.views.report_views import (
     AnalyticsView,
     ExportDomainRequestDataFull,
     ExportDataTypeUser,
+    ExportDataTypeRequests,
 )
 
 # --jsons
@@ -30,9 +31,10 @@ from registrar.views.utility.api_views import (
     get_senior_official_from_federal_agency_json,
     get_federal_and_portfolio_types_from_federal_agency_json,
     get_action_needed_email_for_user_json,
+    get_rejection_email_for_user_json,
 )
 
-from registrar.views.domain_request import Step
+from registrar.views.domain_request import Step, PortfolioDomainRequestStep
 from registrar.views.transfer_user import TransferUserView
 from registrar.views.utility import always_404
 from api.views import available, rdap, get_current_federal, get_current_full
@@ -60,6 +62,9 @@ for step, view in [
     (Step.ADDITIONAL_DETAILS, views.AdditionalDetails),
     (Step.REQUIREMENTS, views.Requirements),
     (Step.REVIEW, views.Review),
+    # Portfolio steps
+    (PortfolioDomainRequestStep.REQUESTING_ENTITY, views.RequestingEntity),
+    (PortfolioDomainRequestStep.ADDITIONAL_DETAILS, views.PortfolioAdditionalDetails),
 ]:
     domain_request_urls.append(path(f"{step}/", view.as_view(), name=step))
 
@@ -81,6 +86,26 @@ urlpatterns = [
         views.PortfolioMembersView.as_view(),
         name="members",
     ),
+    path(
+        "member/<int:pk>",
+        views.PortfolioMemberView.as_view(),
+        name="member",
+    ),
+    path(
+        "member/<int:pk>/permissions",
+        views.PortfolioMemberEditView.as_view(),
+        name="member-permissions",
+    ),
+    path(
+        "invitedmember/<int:pk>",
+        views.PortfolioInvitedMemberView.as_view(),
+        name="invitedmember",
+    ),
+    path(
+        "invitedmember/<int:pk>/permissions",
+        views.PortfolioInvitedMemberEditView.as_view(),
+        name="invitedmember-permissions",
+    ),
     # path(
     #     "no-organization-members/",
     #     views.PortfolioNoMembersView.as_view(),
@@ -171,6 +196,11 @@ urlpatterns = [
         get_action_needed_email_for_user_json,
         name="get-action-needed-email-for-user-json",
     ),
+    path(
+        "admin/api/get-rejection-email-for-user-json/",
+        get_rejection_email_for_user_json,
+        name="get-rejection-email-for-user-json",
+    ),
     path("admin/", admin.site.urls),
     path(
         "reports/export_data_type_user/",
@@ -178,7 +208,17 @@ urlpatterns = [
         name="export_data_type_user",
     ),
     path(
-        "domain-request/<id>/edit/",
+        "reports/export_data_type_requests/",
+        ExportDataTypeRequests.as_view(),
+        name="export_data_type_requests",
+    ),
+    path(
+        "reports/export_data_type_requests/",
+        ExportDataTypeRequests.as_view(),
+        name="export_data_type_requests",
+    ),
+    path(
+        "domain-request/<int:id>/edit/",
         views.DomainRequestWizard.as_view(),
         name=views.DomainRequestWizard.EDIT_URL_NAME,
     ),

src/registrar/fixtures/fixtures_user_portfolio_permissions.py

@@ -7,7 +7,7 @@ from registrar.fixtures.fixtures_users import UserFixture
 from registrar.models import User
 from registrar.models.portfolio import Portfolio
 from registrar.models.user_portfolio_permission import UserPortfolioPermission
-from registrar.models.utility.portfolio_helper import UserPortfolioRoleChoices
+from registrar.models.utility.portfolio_helper import UserPortfolioPermissionChoices, UserPortfolioRoleChoices
 
 fake = Faker()
 logger = logging.getLogger(__name__)
@@ -58,6 +58,7 @@ class UserPortfolioPermissionFixture:
                                 user=user,
                                 portfolio=portfolio,
                                 roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN],
+                                additional_permissions=[UserPortfolioPermissionChoices.EDIT_MEMBERS],
                             )
                             user_portfolio_permissions_to_create.append(user_portfolio_permission)
                         else:

src/registrar/forms/__init__.py

@@ -13,4 +13,5 @@ from .domain import (
 )
 from .portfolio import (
     PortfolioOrgAddressForm,
+    PortfolioMemberForm,
 )

src/registrar/forms/domain.py

@@ -4,7 +4,7 @@ import logging
 from django import forms
 from django.core.validators import MinValueValidator, MaxValueValidator, RegexValidator, MaxLengthValidator
 from django.forms import formset_factory
-from registrar.models import DomainRequest
+from registrar.models import DomainRequest, FederalAgency
 from phonenumber_field.widgets import RegionalPhoneNumberWidget
 from registrar.models.suborganization import Suborganization
 from registrar.models.utility.domain_helper import DomainHelper
@@ -35,7 +35,10 @@ class DomainAddUserForm(forms.Form):
     email = forms.EmailField(
         label="Email",
         max_length=None,
-        error_messages={"invalid": ("Enter your email address in the required format, like name@example.com.")},
+        error_messages={
+            "invalid": ("Enter an email address in the required format, like name@example.com."),
+            "required": ("Enter an email address in the required format, like name@example.com."),
+        },
         validators=[
             MaxLengthValidator(
                 320,
@@ -285,7 +288,7 @@ class UserForm(forms.ModelForm):
             "required": "Enter your title or role in your organization (e.g., Chief Information Officer)"
         }
         self.fields["email"].error_messages = {
-            "required": "Enter your email address in the required format, like name@example.com."
+            "required": "Enter an email address in the required format, like name@example.com."
         }
         self.fields["phone"].error_messages["required"] = "Enter your phone number."
         self.domainInfo = None
@@ -342,7 +345,7 @@ class ContactForm(forms.ModelForm):
             "required": "Enter your title or role in your organization (e.g., Chief Information Officer)"
         }
         self.fields["email"].error_messages = {
-            "required": "Enter your email address in the required format, like name@example.com."
+            "required": "Enter an email address in the required format, like name@example.com."
         }
         self.fields["phone"].error_messages["required"] = "Enter your phone number."
         self.domainInfo = None
@@ -458,9 +461,12 @@ class DomainOrgNameAddressForm(forms.ModelForm):
         validators=[
             RegexValidator(
                 "^[0-9]{5}(?:-[0-9]{4})?$|^$",
-                message="Enter a zip code in the required format, like 12345 or 12345-6789.",
+                message="Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789.",
             )
         ],
+        error_messages={
+            "required": "Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789.",
+        },
     )
 
     class Meta:
@@ -529,17 +535,25 @@ class DomainOrgNameAddressForm(forms.ModelForm):
 
     def save(self, commit=True):
         """Override the save() method of the BaseModelForm."""
+
         if self.has_changed():
 
             # This action should be blocked by the UI, as the text fields are readonly.
             # If they get past this point, we forbid it this way.
             # This could be malicious, so lets reserve information for the backend only.
-            if self.is_federal and not self._field_unchanged("federal_agency"):
+
-                raise ValueError("federal_agency cannot be modified when the generic_org_type is federal")
+            if self.is_federal:
+                if not self._field_unchanged("federal_agency"):
+                    raise ValueError("federal_agency cannot be modified when the generic_org_type is federal")
+
             elif self.is_tribal and not self._field_unchanged("organization_name"):
                 raise ValueError("organization_name cannot be modified when the generic_org_type is tribal")
 
-        super().save()
+            else:  # If this error that means Non-Federal Agency is missing
+                non_federal_agency_instance = FederalAgency.get_non_federal_agency()
+                self.instance.federal_agency = non_federal_agency_instance
+
+        return super().save(commit=commit)
 
     def _field_unchanged(self, field_name) -> bool:
         """

src/registrar/forms/domain_request_wizard.py

@@ -21,6 +21,13 @@ from registrar.utility.constants import BranchChoices
 logger = logging.getLogger(__name__)
 
 
+class RequestingEntityForm(RegistrarForm):
+    organization_name = forms.CharField(
+        label="Organization name",
+        error_messages={"required": "Enter the name of your organization."},
+    )
+
+
 class OrganizationTypeForm(RegistrarForm):
     generic_org_type = forms.ChoiceField(
         # use the long names in the domain request form
@@ -137,10 +144,10 @@ class OrganizationContactForm(RegistrarForm):
         validators=[
             RegexValidator(
                 "^[0-9]{5}(?:-[0-9]{4})?$|^$",
-                message="Enter a zip code in the form of 12345 or 12345-6789.",
+                message="Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789.",
             )
         ],
-        error_messages={"required": ("Enter a zip code in the form of 12345 or 12345-6789.")},
+        error_messages={"required": ("Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789.")},
     )
     urbanization = forms.CharField(
         required=False,
@@ -226,7 +233,10 @@ class SeniorOfficialForm(RegistrarForm):
     email = forms.EmailField(
         label="Email",
         max_length=None,
-        error_messages={"invalid": ("Enter an email address in the required format, like name@example.com.")},
+        error_messages={
+            "invalid": ("Enter an email address in the required format, like name@example.com."),
+            "required": ("Enter an email address in the required format, like name@example.com."),
+        },
         validators=[
             MaxLengthValidator(
                 320,
@@ -603,7 +613,8 @@ class CisaRepresentativeForm(BaseDeletableRegistrarForm):
         max_length=None,
         required=False,
         error_messages={
-            "invalid": ("Enter your representative’s email address in the required format, like name@example.com."),
+            "invalid": ("Enter an email address in the required format, like name@example.com."),
+            "required": ("Enter an email address in the required format, like name@example.com."),
         },
         validators=[
             MaxLengthValidator(

src/registrar/forms/portfolio.py

@@ -4,7 +4,14 @@ import logging
 from django import forms
 from django.core.validators import RegexValidator
 
-from ..models import DomainInformation, Portfolio, SeniorOfficial
+from registrar.models import (
+    PortfolioInvitation,
+    UserPortfolioPermission,
+    DomainInformation,
+    Portfolio,
+    SeniorOfficial,
+)
+from registrar.models.utility.portfolio_helper import UserPortfolioPermissionChoices, UserPortfolioRoleChoices
 
 logger = logging.getLogger(__name__)
 
@@ -17,9 +24,12 @@ class PortfolioOrgAddressForm(forms.ModelForm):
         validators=[
             RegexValidator(
                 "^[0-9]{5}(?:-[0-9]{4})?$|^$",
-                message="Enter a zip code in the required format, like 12345 or 12345-6789.",
+                message="Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789.",
             )
         ],
+        error_messages={
+            "required": "Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789.",
+        },
     )
 
     class Meta:
@@ -38,6 +48,7 @@ class PortfolioOrgAddressForm(forms.ModelForm):
             "state_territory": {
                 "required": "Select the state, territory, or military post where your organization is located."
             },
+            "zipcode": {"required": "Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789."},
         }
         widgets = {
             # We need to set the required attributed for State/territory
@@ -95,3 +106,57 @@ class PortfolioSeniorOfficialForm(forms.ModelForm):
         cleaned_data = super().clean()
         cleaned_data.pop("full_name", None)
         return cleaned_data
+
+
+class PortfolioMemberForm(forms.ModelForm):
+    """
+    Form for updating a portfolio member.
+    """
+
+    roles = forms.MultipleChoiceField(
+        choices=UserPortfolioRoleChoices.choices,
+        widget=forms.SelectMultiple(attrs={"class": "usa-select"}),
+        required=False,
+        label="Roles",
+    )
+
+    additional_permissions = forms.MultipleChoiceField(
+        choices=UserPortfolioPermissionChoices.choices,
+        widget=forms.SelectMultiple(attrs={"class": "usa-select"}),
+        required=False,
+        label="Additional Permissions",
+    )
+
+    class Meta:
+        model = UserPortfolioPermission
+        fields = [
+            "roles",
+            "additional_permissions",
+        ]
+
+
+class PortfolioInvitedMemberForm(forms.ModelForm):
+    """
+    Form for updating a portfolio invited member.
+    """
+
+    roles = forms.MultipleChoiceField(
+        choices=UserPortfolioRoleChoices.choices,
+        widget=forms.SelectMultiple(attrs={"class": "usa-select"}),
+        required=False,
+        label="Roles",
+    )
+
+    additional_permissions = forms.MultipleChoiceField(
+        choices=UserPortfolioPermissionChoices.choices,
+        widget=forms.SelectMultiple(attrs={"class": "usa-select"}),
+        required=False,
+        label="Additional Permissions",
+    )
+
+    class Meta:
+        model = PortfolioInvitation
+        fields = [
+            "roles",
+            "additional_permissions",
+        ]

src/registrar/forms/user_profile.py

@@ -58,7 +58,7 @@ class UserProfileForm(forms.ModelForm):
             "required": "Enter your title or role in your organization (e.g., Chief Information Officer)"
         }
         self.fields["email"].error_messages = {
-            "required": "Enter your email address in the required format, like name@example.com."
+            "required": "Enter an email address in the required format, like name@example.com."
         }
         self.fields["phone"].error_messages["required"] = "Enter your phone number."
 

src/registrar/forms/utility/wizard_form_helper.py

@@ -279,11 +279,11 @@ class BaseYesNoForm(RegistrarForm):
         return initial_value
 
 
-def request_step_list(request_wizard):
+def request_step_list(request_wizard, step_enum):
     """Dynamically generated list of steps in the form wizard."""
     step_list = []
-    for step in request_wizard.StepEnum:
+    for step in step_enum:
-        condition = request_wizard.WIZARD_CONDITIONS.get(step, True)
+        condition = request_wizard.wizard_conditions.get(step, True)
         if callable(condition):
             condition = condition(request_wizard)
         if condition:

src/registrar/migrations/0133_domainrequest_rejection_reason_email_and_more.py

@@ -0,0 +1,35 @@
+# Generated by Django 4.2.10 on 2024-10-08 18:52
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("registrar", "0132_alter_domaininformation_portfolio_and_more"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="domainrequest",
+            name="rejection_reason_email",
+            field=models.TextField(blank=True, null=True),
+        ),
+        migrations.AlterField(
+            model_name="domainrequest",
+            name="rejection_reason",
+            field=models.TextField(
+                blank=True,
+                choices=[
+                    ("domain_purpose", "Purpose requirements not met"),
+                    ("requestor_not_eligible", "Requestor not eligible to make request"),
+                    ("org_has_domain", "Org already has a .gov domain"),
+                    ("contacts_not_verified", "Org contacts couldn't be verified"),
+                    ("org_not_eligible", "Org not eligible for a .gov domain"),
+                    ("naming_requirements", "Naming requirements not met"),
+                    ("other", "Other/Unspecified"),
+                ],
+                null=True,
+            ),
+        ),
+    ]

src/registrar/migrations/0134_rename_portfolio_additional_permissions_portfolioinvitation_additional_permissions_and_more.py

@@ -0,0 +1,23 @@
+# Generated by Django 4.2.10 on 2024-10-11 19:58
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("registrar", "0133_domainrequest_rejection_reason_email_and_more"),
+    ]
+
+    operations = [
+        migrations.RenameField(
+            model_name="portfolioinvitation",
+            old_name="portfolio_additional_permissions",
+            new_name="additional_permissions",
+        ),
+        migrations.RenameField(
+            model_name="portfolioinvitation",
+            old_name="portfolio_roles",
+            new_name="roles",
+        ),
+    ]

src/registrar/models/domain_request.py

@@ -254,18 +254,18 @@ class DomainRequest(TimeStampedModel):
         )
 
     class RejectionReasons(models.TextChoices):
-        DOMAIN_PURPOSE = "purpose_not_met", "Purpose requirements not met"
+        DOMAIN_PURPOSE = "domain_purpose", "Purpose requirements not met"
-        REQUESTOR = "requestor_not_eligible", "Requestor not eligible to make request"
+        REQUESTOR_NOT_ELIGIBLE = "requestor_not_eligible", "Requestor not eligible to make request"
-        SECOND_DOMAIN_REASONING = (
+        ORG_HAS_DOMAIN = (
             "org_has_domain",
             "Org already has a .gov domain",
         )
-        CONTACTS_OR_ORGANIZATION_LEGITIMACY = (
+        CONTACTS_NOT_VERIFIED = (
             "contacts_not_verified",
             "Org contacts couldn't be verified",
         )
-        ORGANIZATION_ELIGIBILITY = "org_not_eligible", "Org not eligible for a .gov domain"
+        ORG_NOT_ELIGIBLE = "org_not_eligible", "Org not eligible for a .gov domain"
-        NAMING_REQUIREMENTS = "naming_not_met", "Naming requirements not met"
+        NAMING_REQUIREMENTS = "naming_requirements", "Naming requirements not met"
         OTHER = "other", "Other/Unspecified"
 
         @classmethod
@@ -300,6 +300,11 @@ class DomainRequest(TimeStampedModel):
         blank=True,
     )
 
+    rejection_reason_email = models.TextField(
+        null=True,
+        blank=True,
+    )
+
     action_needed_reason = models.TextField(
         choices=ActionNeededReasons.choices,
         null=True,
@@ -635,15 +640,16 @@ class DomainRequest(TimeStampedModel):
         # Actually updates the organization_type field
         org_type_helper.create_or_update_organization_type()
 
-    def _cache_status_and_action_needed_reason(self):
+    def _cache_status_and_status_reasons(self):
         """Maintains a cache of properties so we can avoid a DB call"""
         self._cached_action_needed_reason = self.action_needed_reason
+        self._cached_rejection_reason = self.rejection_reason
         self._cached_status = self.status
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
         # Store original values for caching purposes. Used to compare them on save.
-        self._cache_status_and_action_needed_reason()
+        self._cache_status_and_status_reasons()
 
     def save(self, *args, **kwargs):
         """Save override for custom properties"""
@@ -655,23 +661,63 @@ class DomainRequest(TimeStampedModel):
 
         super().save(*args, **kwargs)
 
-        # Handle the action needed email.
+        # Handle custom status emails.
-        # An email is sent out when action_needed_reason is changed or added.
+        # An email is sent out when a, for example, action_needed_reason is changed or added.
-        if self.action_needed_reason and self.status == self.DomainRequestStatus.ACTION_NEEDED:
+        statuses_that_send_custom_emails = [self.DomainRequestStatus.ACTION_NEEDED, self.DomainRequestStatus.REJECTED]
-            self.sync_action_needed_reason()
+        if self.status in statuses_that_send_custom_emails:
+            self.send_custom_status_update_email(self.status)
 
         # Update the cached values after saving
-        self._cache_status_and_action_needed_reason()
+        self._cache_status_and_status_reasons()
 
-    def sync_action_needed_reason(self):
+    def send_custom_status_update_email(self, status):
-        """Checks if we need to send another action needed email"""
+        """Helper function to send out a second status email when the status remains the same,
-        was_already_action_needed = self._cached_status == self.DomainRequestStatus.ACTION_NEEDED
+        but the reason has changed."""
-        reason_exists = self._cached_action_needed_reason is not None and self.action_needed_reason is not None
+
-        reason_changed = self._cached_action_needed_reason != self.action_needed_reason
+        # Currently, we store all this information in three variables.
-        if was_already_action_needed and reason_exists and reason_changed:
+        # When adding new reasons, this can be a lot to manage so we store it here
-            # We don't send emails out in state "other"
+        # in a centralized location. However, this may need to change if this scales.
-            if self.action_needed_reason != self.ActionNeededReasons.OTHER:
+        status_information = {
-                self._send_action_needed_reason_email(email_content=self.action_needed_reason_email)
+            self.DomainRequestStatus.ACTION_NEEDED: {
+                "cached_reason": self._cached_action_needed_reason,
+                "reason": self.action_needed_reason,
+                "email": self.action_needed_reason_email,
+                "excluded_reasons": [DomainRequest.ActionNeededReasons.OTHER],
+                "wrap_email": True,
+            },
+            self.DomainRequestStatus.REJECTED: {
+                "cached_reason": self._cached_rejection_reason,
+                "reason": self.rejection_reason,
+                "email": self.rejection_reason_email,
+                "excluded_reasons": [],
+                # "excluded_reasons": [DomainRequest.RejectionReasons.OTHER],
+                "wrap_email": False,
+            },
+        }
+        status_info = status_information.get(status)
+
+        # Don't send an email if there is nothing to send.
+        if status_info.get("email") is None:
+            logger.warning("send_custom_status_update_email() => Tried sending an empty email.")
+            return
+
+        # We should never send an email if no reason was specified.
+        # Additionally, Don't send out emails for reasons that shouldn't send them.
+        if status_info.get("reason") is None or status_info.get("reason") in status_info.get("excluded_reasons"):
+            logger.warning("send_custom_status_update_email() => Tried sending a status email without a reason.")
+            return
+
+        # Only send out an email if the underlying reason itself changed or if no email was sent previously.
+        if status_info.get("cached_reason") != status_info.get("reason") or status_info.get("cached_reason") is None:
+            bcc_address = settings.DEFAULT_FROM_EMAIL if settings.IS_PRODUCTION else ""
+            self._send_status_update_email(
+                new_status=status,
+                email_template="emails/includes/custom_email.txt",
+                email_template_subject="emails/status_change_subject.txt",
+                bcc_address=bcc_address,
+                custom_email_content=status_info.get("email"),
+                wrap_email=status_information.get("wrap_email"),
+            )
 
     def sync_yes_no_form_fields(self):
         """Some yes/no forms use a db field to track whether it was checked or not.
@@ -899,7 +945,7 @@ class DomainRequest(TimeStampedModel):
         target=DomainRequestStatus.ACTION_NEEDED,
         conditions=[domain_is_not_active, investigator_exists_and_is_staff],
     )
-    def action_needed(self, send_email=True):
+    def action_needed(self):
         """Send back an domain request that is under investigation or rejected.
 
         This action is logged.
@@ -907,43 +953,23 @@ class DomainRequest(TimeStampedModel):
         This action cleans up the rejection status if moving away from rejected.
 
         As side effects this will delete the domain and domain_information
-        (will cascade) when they exist."""
+        (will cascade) when they exist.
+
+        Afterwards, we send out an email for action_needed in def save().
+        See the function send_custom_status_update_email.
+        """
 
         if self.status == self.DomainRequestStatus.APPROVED:
-            self.delete_and_clean_up_domain("reject_with_prejudice")
+            self.delete_and_clean_up_domain("action_needed")
         elif self.status == self.DomainRequestStatus.REJECTED:
             self.rejection_reason = None
 
+        # Check if the tuple is setup correctly, then grab its value.
+
         literal = DomainRequest.DomainRequestStatus.ACTION_NEEDED
-        # Check if the tuple is setup correctly, then grab its value
         action_needed = literal if literal is not None else "Action Needed"
         logger.info(f"A status change occurred. {self} was changed to '{action_needed}'")
 
-        # Send out an email if an action needed reason exists
-        if self.action_needed_reason and self.action_needed_reason != self.ActionNeededReasons.OTHER:
-            email_content = self.action_needed_reason_email
-            self._send_action_needed_reason_email(send_email, email_content)
-
-    def _send_action_needed_reason_email(self, send_email=True, email_content=None):
-        """Sends out an automatic email for each valid action needed reason provided"""
-
-        email_template_name = "custom_email.txt"
-        email_template_subject_name = f"{self.action_needed_reason}_subject.txt"
-
-        bcc_address = ""
-        if settings.IS_PRODUCTION:
-            bcc_address = settings.DEFAULT_FROM_EMAIL
-
-        self._send_status_update_email(
-            new_status="action needed",
-            email_template=f"emails/action_needed_reasons/{email_template_name}",
-            email_template_subject=f"emails/action_needed_reasons/{email_template_subject_name}",
-            send_email=send_email,
-            bcc_address=bcc_address,
-            custom_email_content=email_content,
-            wrap_email=True,
-        )
-
     @transition(
         field="status",
         source=[
@@ -1037,18 +1063,20 @@ class DomainRequest(TimeStampedModel):
     def reject(self):
         """Reject an domain request that has been submitted.
 
+        This action is logged.
+
+        This action cleans up the action needed status if moving away from action needed.
+
         As side effects this will delete the domain and domain_information
-        (will cascade), and send an email notification."""
+        (will cascade) when they exist.
+
+        Afterwards, we send out an email for reject in def save().
+        See the function send_custom_status_update_email.
+        """
 
         if self.status == self.DomainRequestStatus.APPROVED:
             self.delete_and_clean_up_domain("reject")
 
-        self._send_status_update_email(
-            "action needed",
-            "emails/status_change_rejected.txt",
-            "emails/status_change_rejected_subject.txt",
-        )
-
     @transition(
         field="status",
         source=[

src/registrar/models/portfolio_invitation.py

@@ -4,6 +4,7 @@ import logging
 from django.contrib.auth import get_user_model
 from django.db import models
 from django_fsm import FSMField, transition
+from registrar.models.domain_invitation import DomainInvitation
 from registrar.models.user_portfolio_permission import UserPortfolioPermission
 from .utility.portfolio_helper import UserPortfolioPermissionChoices, UserPortfolioRoleChoices  # type: ignore
 from .utility.time_stamped_model import TimeStampedModel
@@ -38,7 +39,7 @@ class PortfolioInvitation(TimeStampedModel):
         related_name="portfolios",
     )
 
-    portfolio_roles = ArrayField(
+    roles = ArrayField(
         models.CharField(
             max_length=50,
             choices=UserPortfolioRoleChoices.choices,
@@ -48,7 +49,7 @@ class PortfolioInvitation(TimeStampedModel):
         help_text="Select one or more roles.",
     )
 
-    portfolio_additional_permissions = ArrayField(
+    additional_permissions = ArrayField(
         models.CharField(
             max_length=50,
             choices=UserPortfolioPermissionChoices.choices,
@@ -67,6 +68,31 @@ class PortfolioInvitation(TimeStampedModel):
     def __str__(self):
         return f"Invitation for {self.email} on {self.portfolio} is {self.status}"
 
+    def get_managed_domains_count(self):
+        """Return the count of domain invitations managed by the invited user for this portfolio."""
+        # Filter the UserDomainRole model to get domains where the user has a manager role
+        managed_domains = DomainInvitation.objects.filter(
+            email=self.email, domain__domain_info__portfolio=self.portfolio
+        ).count()
+        return managed_domains
+
+    def get_portfolio_permissions(self):
+        """
+        Retrieve the permissions for the user's portfolio roles from the invite.
+        This is similar logic to _get_portfolio_permissions in user_portfolio_permission
+        """
+        # Use a set to avoid duplicate permissions
+        portfolio_permissions = set()
+
+        if self.roles:
+            for role in self.roles:
+                portfolio_permissions.update(UserPortfolioPermission.PORTFOLIO_ROLE_PERMISSIONS.get(role, []))
+
+        if self.additional_permissions:
+            portfolio_permissions.update(self.additional_permissions)
+
+        return list(portfolio_permissions)
+
     @transition(field="status", source=PortfolioInvitationStatus.INVITED, target=PortfolioInvitationStatus.RETRIEVED)
     def retrieve(self):
         """When an invitation is retrieved, create the corresponding permission.
@@ -88,8 +114,8 @@ class PortfolioInvitation(TimeStampedModel):
         user_portfolio_permission, _ = UserPortfolioPermission.objects.get_or_create(
             portfolio=self.portfolio, user=user
         )
-        if self.portfolio_roles and len(self.portfolio_roles) > 0:
+        if self.roles and len(self.roles) > 0:
-            user_portfolio_permission.roles = self.portfolio_roles
+            user_portfolio_permission.roles = self.roles
-        if self.portfolio_additional_permissions and len(self.portfolio_additional_permissions) > 0:
+        if self.additional_permissions and len(self.additional_permissions) > 0:
-            user_portfolio_permission.additional_permissions = self.portfolio_additional_permissions
+            user_portfolio_permission.additional_permissions = self.additional_permissions
         user_portfolio_permission.save()

src/registrar/models/user.py

@@ -229,6 +229,10 @@ class User(AbstractUser):
         """Determines if the current user can view all available domains in a given portfolio"""
         return self._has_portfolio_permission(portfolio, UserPortfolioPermissionChoices.VIEW_ALL_DOMAINS)
 
+    def has_view_all_domain_requests_portfolio_permission(self, portfolio):
+        """Determines if the current user can view all available domains in a given portfolio"""
+        return self._has_portfolio_permission(portfolio, UserPortfolioPermissionChoices.VIEW_ALL_REQUESTS)
+
     def has_any_requests_portfolio_permission(self, portfolio):
         # BEGIN
         # Note code below is to add organization_request feature
@@ -458,3 +462,12 @@ class User(AbstractUser):
             return DomainInformation.objects.filter(portfolio=portfolio).values_list("domain_id", flat=True)
         else:
             return UserDomainRole.objects.filter(user=self).values_list("domain_id", flat=True)
+
+    def get_user_domain_request_ids(self, request):
+        """Returns either the domain request ids associated with this user on UserDomainRole or Portfolio"""
+        portfolio = request.session.get("portfolio")
+
+        if self.is_org_user(request) and self.has_view_all_domain_requests_portfolio_permission(portfolio):
+            return DomainRequest.objects.filter(portfolio=portfolio).values_list("id", flat=True)
+        else:
+            return UserDomainRole.objects.filter(user=self).values_list("id", flat=True)

src/registrar/models/user_portfolio_permission.py

@@ -1,5 +1,6 @@
 from django.db import models
 from django.forms import ValidationError
+from registrar.models.user_domain_role import UserDomainRole
 from registrar.utility.waffle import flag_is_active_for_user
 from registrar.models.utility.portfolio_helper import UserPortfolioPermissionChoices, UserPortfolioRoleChoices
 from .utility.time_stamped_model import TimeStampedModel
@@ -79,6 +80,14 @@ class UserPortfolioPermission(TimeStampedModel):
             )
         return readable_roles
 
+    def get_managed_domains_count(self):
+        """Return the count of domains managed by the user for this portfolio."""
+        # Filter the UserDomainRole model to get domains where the user has a manager role
+        managed_domains = UserDomainRole.objects.filter(
+            user=self.user, role=UserDomainRole.Roles.MANAGER, domain__domain_info__portfolio=self.portfolio
+        ).count()
+        return managed_domains
+
     def _get_portfolio_permissions(self):
         """
         Retrieve the permissions for the user's portfolio roles.

src/registrar/templates/admin/change_form_object_tools.html

@@ -20,10 +20,11 @@
             </li>
             {% if opts.model_name == 'domainrequest' %}
             <li>
-                <a id="id-copy-to-clipboard-summary" class="button--clipboard" type="button" href="#">
+                <a id="id-copy-to-clipboard-summary" class="usa-button--dja" type="button" href="#">
                     <svg class="usa-icon" >
                         <use xlink:href="{%static 'img/sprite.svg'%}#content_copy"></use>
                     </svg>
+                    <!-- the span is targeted in JS, do not remove -->
                     <span>{% translate "Copy request summary" %}</span>
                 </a>
             </li>

src/registrar/templates/admin/input_with_clipboard.html

@@ -8,7 +8,7 @@ Template for an input field with a clipboard
 <div class="admin-icon-group">
     {{ field }}
     <button 
-    class="usa-button usa-button--unstyled padding-left-1 usa-button--icon button--clipboard copy-to-clipboard" 
+    class="usa-button--dja usa-button usa-button__small-text usa-button--unstyled padding-left-1 usa-button--icon copy-to-clipboard" 
     type="button"
     >
         <div class="no-outline-on-click">
@@ -17,23 +17,27 @@ Template for an input field with a clipboard
             >
                 <use aria-hidden="true" xlink:href="{%static 'img/sprite.svg'%}#content_copy"></use>
             </svg>
-            Copy
+            <!-- the span is targeted in JS, do not remove -->
+            <span>Copy</span>
         </div>
     </button>
 </div>
 {% else %}
-<div class="admin-icon-group admin-icon-group__clipboard-link">
+<div class="admin-icon-group">
     <input aria-hidden="true" class="display-none" value="{{ field.email }}" />
-    <button 
+    {% if field.email is not None %}
-    class="usa-button usa-button--unstyled padding-right-1 usa-button--icon button--clipboard copy-to-clipboard text-no-underline padding-left-05" 
+        <button 
-    type="button"
+        class="usa-button--dja usa-button usa-button__small-text usa-button--unstyled padding-right-1 usa-button--icon copy-to-clipboard text-no-underline padding-left-05" 
-    >
+        type="button"
-        <svg 
-        class="usa-icon" 
         >
-            <use aria-hidden="true" xlink:href="{%static 'img/sprite.svg'%}#content_copy"></use>
+            <svg 
-        </svg>
+            class="usa-icon" 
-        Copy
+            >
-    </button>
+                <use aria-hidden="true" xlink:href="{%static 'img/sprite.svg'%}#content_copy"></use>
+            </svg>
+            <!-- the span is targeted in JS, do not remove -->
+            <span>Copy</span>
+        </button>
+    {% endif %}
 </div>
-{% endif %}
+{% endif %}

src/registrar/templates/django/admin/domain_request_change_form.html

@@ -10,6 +10,8 @@
     <input id="has_audit_logs" class="display-none" value="{%if filtered_audit_log_entries %}true{% else %}false{% endif %}"/>
     {% url 'get-action-needed-email-for-user-json' as url %}
     <input id="get-action-needed-email-for-user-json" class="display-none" value="{{ url }}" />
+    {% url 'get-rejection-email-for-user-json' as url_2 %}
+    <input id="get-rejection-email-for-user-json" class="display-none" value="{{ url_2 }}" />
     {% for fieldset in adminform %}
         {% comment %}
         TODO: this will eventually need to be changed to something like this

src/registrar/templates/django/admin/includes/contact_detail_list.html

@@ -26,7 +26,7 @@
         {% if user.email %}
             <span id="contact_info_email">{{ user.email }}</span>
             {% include "admin/input_with_clipboard.html" with field=user invisible_input_field=True %}
-            <br class="admin-icon-group__br">
+            <br>
         {% else %}
             None<br>
         {% endif %}

src/registrar/templates/django/admin/includes/detail_table_fieldset.html

@@ -137,29 +137,28 @@ This is using a custom implementation fieldset.html (see admin/fieldset.html)
 
 {% block field_other %}
     {% if field.field.name == "action_needed_reason_email" %}
+        {{ field.field }}
 
-        <div class="margin-top-05 text-faded field-action_needed_reason_email__placeholder">
+        <div class="margin-top-05 text-faded custom-email-placeholder">
             &ndash;
         </div>
 
-        {{ field.field }}
-
         <button
             aria-label="Edit email in textarea"
             type="button"
-            class="usa-button usa-button--unstyled usa-button--dja-link-color usa-button__small-text margin-left-1 text-no-underline field-action_needed_reason_email__edit flex-align-self-start"
+            class="usa-button usa-button--unstyled usa-button--dja-link-color usa-button__small-text margin-left-1 text-no-underline flex-align-self-start edit-email-button"
             ><img src="/public/admin/img/icon-changelink.svg" alt="Change"> Edit email</button
         >
         <a
-            href="#email-already-sent-modal"
+            href="#action-needed-email-already-sent-modal"
-            class="usa-button usa-button--unstyled usa-button--dja-link-color usa-button__small-text text-no-underline margin-left-1 field-action_needed_reason_email__modal-trigger flex-align-self-start"
+            class="usa-button usa-button--unstyled usa-button--dja-link-color usa-button__small-text text-no-underline margin-left-1 edit-button-modal-trigger flex-align-self-start"
-            aria-controls="email-already-sent-modal"
+            aria-controls="action-needed-email-already-sent-modal"
             data-open-modal
             ><img src="/public/admin/img/icon-changelink.svg" alt="Change"> Edit email</a
         >
         <div
             class="usa-modal"
-            id="email-already-sent-modal"
+            id="action-needed-email-already-sent-modal"
             aria-labelledby="Are you sure you want to edit this email?"
             aria-describedby="The creator of this request already received an email"
             >
@@ -187,8 +186,8 @@ This is using a custom implementation fieldset.html (see admin/fieldset.html)
                             <li class="usa-button-group__item">
                                 <button
                                 type="submit" 
+                                id="action-needed-reason__confirm-edit-email"
                                 class="usa-button" 
-                                id="confirm-edit-email"
                                 data-close-modal
                                 >
                                     Yes, continue editing
@@ -221,11 +220,99 @@ This is using a custom implementation fieldset.html (see admin/fieldset.html)
         </div>
         
         {% if original_object.action_needed_reason_email %}
-        <input id="last-sent-email-content" class="display-none" value="{{original_object.action_needed_reason_email}}">
+            <input id="last-sent-action-needed-email-content" class="display-none" value="{{original_object.action_needed_reason_email}}">
         {% else %}
-        <input id="last-sent-email-content" class="display-none" value="None">
+            <input id="last-sent-action-needed-email-content" class="display-none" value="None">
         {% endif %}
 
+    {% elif field.field.name == "rejection_reason_email" %}
+        {{ field.field }}
+
+        <div class="margin-top-05 text-faded custom-email-placeholder">
+            &ndash;
+        </div>
+
+        <button
+            aria-label="Edit email in textarea"
+            type="button"
+            class="usa-button usa-button--unstyled usa-button--dja-link-color usa-button__small-text margin-left-1 text-no-underline flex-align-self-start edit-email-button"
+            ><img src="/public/admin/img/icon-changelink.svg" alt="Change"> Edit email</button
+        >
+        <a
+            href="#rejection-reason-email-already-sent-modal"
+            class="usa-button usa-button--unstyled usa-button--dja-link-color usa-button__small-text text-no-underline margin-left-1 edit-button-modal-trigger flex-align-self-start"
+            aria-controls="rejection-reason-email-already-sent-modal"
+            data-open-modal
+            ><img src="/public/admin/img/icon-changelink.svg" alt="Change"> Edit email</a
+        >
+        <div
+            class="usa-modal"
+            id="rejection-reason-email-already-sent-modal"
+            aria-labelledby="Are you sure you want to edit this email?"
+            aria-describedby="The creator of this request already received an email"
+            >
+            <div class="usa-modal__content">
+                <div class="usa-modal__main">
+                    <h2 class="usa-modal__heading">
+                        Are you sure you want to edit this email?
+                    </h2>
+                    <div class="usa-prose">
+                        <p>
+                            The creator of this request already received an email for this status/reason: 
+                        </p>
+                        <ul>
+                            <li class="font-body-sm">Status: <b>Rejected</b></li>
+                            <li class="font-body-sm">Reason: <b>{{ original_object.get_rejection_reason_display }}</b></li>
+                        </ul>
+                        <p>
+                            If you edit this email's text, <b>the system will send another email</b> to
+                            the creator after you “save” your changes.  If you do not want to send another email, click “cancel” below.
+                        </p>
+                    </div>
+
+                    <div class="usa-modal__footer">
+                        <ul class="usa-button-group">
+                            <li class="usa-button-group__item">
+                                <button
+                                type="submit" 
+                                id="rejection-reason__confirm-edit-email"
+                                class="usa-button" 
+                                data-close-modal
+                                >
+                                    Yes, continue editing
+                                </button>
+                            </li>
+                            <li class="usa-button-group__item">
+                                <button
+                                type="button"
+                                class="usa-button usa-button--unstyled padding-105 text-center"
+                                name="_cancel_edit_email"
+                                data-close-modal
+                                >
+                                    Cancel
+                                </button>
+                            </li>
+                        </ul>
+                    </div>
+                </div>
+                <button
+                type="button"
+                class="usa-button usa-modal__close"
+                aria-label="Close this window"
+                data-close-modal
+                >
+                    <svg class="usa-icon" aria-hidden="true" focusable="false" role="img">
+                        <use xlink:href="{%static 'img/sprite.svg'%}#close"></use>
+                    </svg>
+                </button>
+            </div>
+        </div>
+        
+        {% if original_object.rejection_reason_email %}
+            <input id="last-sent-rejection-email-content" class="display-none" value="{{original_object.rejection_reason_email}}">
+        {% else %}
+            <input id="last-sent-rejection-email-content" class="display-none" value="None">
+        {% endif %}
     {% else %}
         {{ field.field }}
     {% endif %}
@@ -254,7 +341,7 @@ This is using a custom implementation fieldset.html (see admin/fieldset.html)
                     <table>
                         <thead>
                             <tr>
-                                <th colspan="4">Other contact information</th>
+                                <th colspan="5">Other contact information</th>
                             <tr>
                         </thead>
                         <tbody>
@@ -267,18 +354,31 @@ This is using a custom implementation fieldset.html (see admin/fieldset.html)
                                 </td>
                                 <td class="padding-left-1">{{ contact.phone }}</td>
                                 <td class="padding-left-1 text-size-small">
-                                    <input aria-hidden="true" class="display-none" value="{{ contact.email }}" />
+                                    {% if contact.email %}
-                                    <button 
+                                        <input aria-hidden="true" class="display-none" value="{{ contact.email }}" />
-                                    class="usa-button usa-button--unstyled padding-right-1 usa-button--icon button--clipboard copy-to-clipboard usa-button__small-text text-no-underline" 
+                                        <button 
-                                    type="button"
+                                        class="
-                                    >
+                                            usa-button--dja 
-                                        <svg 
+                                            usa-button 
-                                        class="usa-icon" 
+                                            usa-button__small-text 
+                                            usa-button--unstyled 
+                                            padding-right-1 
+                                            padding-top-0
+                                            padding-bottom-0
+                                            usa-button--icon 
+                                            copy-to-clipboard 
+                                            text-no-underline" 
+                                        type="button"
                                         >
-                                            <use aria-hidden="true" xlink:href="{%static 'img/sprite.svg'%}#content_copy"></use>
+                                            <svg 
-                                        </svg>
+                                            class="usa-icon" 
-                                        <span>Copy email</span>
+                                            >
-                                    </button>
+                                                <use aria-hidden="true" xlink:href="{%static 'img/sprite.svg'%}#content_copy"></use>
+                                            </svg>
+                                            <!-- the span is targeted in JS, do not remove -->
+                                            <span>Copy email</span>
+                                        </button>
+                                    {% endif %}
                                 </td>
                             </tr>
                             {% endfor %}

src/registrar/templates/domain_detail.html

@@ -45,7 +45,7 @@
     <div class="usa-alert usa-alert--info usa-alert--slim">
       <div class="usa-alert__body">
         <p class="usa-alert__text ">
-          To manage information for this domain, you must add yourself as a domain manager.
+          You don't have access to manage {{domain.name}}. If you need to make updates, contact one of the listed domain managers.
         </p>
       </div>
     </div>

src/registrar/templates/domain_org_name_address.html

@@ -42,7 +42,7 @@
 
     {% input_with_errors form.state_territory %}
 
-    {% with add_class="usa-input--small" sublabel_text="Enter a zip code in the required format, like 12345 or 12345-6789." %}
+    {% with add_class="usa-input--small" sublabel_text="Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789." %}
       {% input_with_errors form.zipcode %}
     {% endwith %}
 

src/registrar/templates/domain_request_dotgov_domain.html

@@ -12,8 +12,10 @@
 
   <p>Names that <em>uniquely apply to your organization</em> are likely to be approved over names that could also apply to other organizations. 
     {% if not is_federal %}In most instances, this requires including your state’s two-letter abbreviation.{% endif %}</p> 
-
+  
+  {% if not portfolio %}
   <p>Requests for your organization’s initials or an abbreviated name might not be approved, but we encourage you to request the name you want.</p> 
+  {% endif %}
 
   <p>Note that <strong>only federal agencies can request generic terms</strong> like
   vote.gov.</p>

src/registrar/templates/domain_request_intro.html

@@ -12,7 +12,11 @@
 
         <h1>You’re about to start your .gov domain request.</h1>
         <p>You don’t have to complete the process in one session. You can save what you enter and come back to it when you’re ready.</p>
+        {% if portfolio %}
+        <p>We’ll use the information you provide to verify your domain request meets our guidelines.</p>
+        {% else %}
         <p>We’ll use the information you provide to verify your organization’s eligibility for a .gov domain. We’ll also verify that the domain you request meets our guidelines.</p>
+        {% endif %}
         <h2>Time to complete the form</h2>
         <p>If you have <a href="{% public_site_url 'domains/before/#information-you%E2%80%99ll-need-to-complete-the-domain-request-form' %}" target="_blank" class="usa-link">all the information you need</a>,
           completing your domain request might take around 15 minutes.</p>

src/registrar/templates/domain_request_org_contact.html

@@ -33,7 +33,7 @@
 
     {% input_with_errors forms.0.state_territory %}
 
-    {% with add_class="usa-input--small" sublabel_text="Enter a zip code in the required format, like 12345 or 12345-6789." %}
+    {% with add_class="usa-input--small" sublabel_text="Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789." %}
       {% input_with_errors forms.0.zipcode %}
     {% endwith %}
 

src/registrar/templates/domain_request_requesting_entity.html

@@ -0,0 +1,16 @@
+{% extends 'domain_request_form.html' %}
+{% load field_helpers url_helpers %}
+
+{% block form_instructions %}
+    <p>🛸🛸🛸🛸 Placeholder content 🛸🛸🛸🛸</p>
+{% endblock %}
+
+{% block form_fields %}
+    <fieldset class="usa-fieldset">
+        <legend>
+        <h2>What is the name of your space vessel?</h2>
+        </legend>
+
+        {% input_with_errors forms.0.organization_name %}
+    </fieldset>
+{% endblock %}

src/registrar/templates/domain_request_review.html

@@ -19,5 +19,9 @@
 {% endblock %}
 
 {% block form_fields %}
-  {% include "includes/request_review_steps.html" with is_editable=True %}
+  {% if portfolio %}
+    {% include "includes/portfolio_request_review_steps.html" with is_editable=True %}
+  {% else %}
+    {% include "includes/request_review_steps.html" with is_editable=True %}
+  {% endif %}
 {% endblock %}

src/registrar/templates/domain_suborganization.html

@@ -11,8 +11,13 @@
 
     <p>
         The name of your suborganization will be publicly listed as the domain registrant. 
-        This list of suborganizations has been populated the .gov program. 
+    </p>
-        If you believe there is an error please contact <a href="mailto:help@get.gov" class="usa-link">help@get.gov</a>.
+    <p>
+        When this field is blank, the domain registrant will be listed as the overarching organization: {{ portfolio }}.
+    </p>
+    <p>
+        If you don’t see your suborganization in the menu or need to edit one of the options, 
+        please contact <a href="mailto:help@get.gov" class="usa-link">help@get.gov</a>.
     </p>
 
     {% if has_any_domains_portfolio_permission and has_edit_suborganization_portfolio_permission %}

src/registrar/templates/emails/status_change_rejected.txt

@@ -8,8 +8,8 @@ REQUEST RECEIVED ON: {{ domain_request.last_submitted_date|date }}
 STATUS: Rejected
 
 ----------------------------------------------------------------
-{% if domain_request.rejection_reason != 'other' %}
+{% if reason != domain_request.RejectionReasons.DOMAIN_PURPOSE.OTHER %}
-REJECTION REASON{% endif %}{% if domain_request.rejection_reason == 'purpose_not_met' %}
+REJECTION REASON{% endif %}{% if reason == domain_request.RejectionReasons.DOMAIN_PURPOSE %}
 Your domain request was rejected because the purpose you provided did not meet our 
 requirements. You didn’t provide enough information about how you intend to use the 
 domain. 
@@ -18,7 +18,7 @@ Learn more about:
 - Eligibility for a .gov domain <https://get.gov/domains/eligibility>
 - What you can and can’t do with .gov domains <https://get.gov/domains/requirements/>
 
-If you have questions or comments, reply to this email.{% elif domain_request.rejection_reason == 'requestor_not_eligible' %}
+If you have questions or comments, reply to this email.{% elif reason == domain_request.RejectionReasons.DOMAIN_PURPOSE.REQUESTOR_NOT_ELIGIBLE %}
 Your domain request was rejected because we don’t believe you’re eligible to request a 
 .gov domain on behalf of {{ domain_request.organization_name }}. You must be a government employee, or be 
 working on behalf of a government organization, to request a .gov domain.
@@ -26,7 +26,7 @@ working on behalf of a government organization, to request a .gov domain.
 
 DEMONSTRATE ELIGIBILITY
 If you can provide more information that demonstrates your eligibility, or you want to 
-discuss further, reply to this email.{% elif domain_request.rejection_reason == 'org_has_domain' %}
+discuss further, reply to this email.{% elif reason == domain_request.RejectionReasons.DOMAIN_PURPOSE.ORG_HAS_DOMAIN %}
 Your domain request was rejected because {{ domain_request.organization_name }} has a .gov domain. Our 
 practice is to approve one domain per online service per government organization. We 
 evaluate additional requests on a case-by-case basis. You did not provide sufficient 
@@ -35,9 +35,9 @@ justification for an additional domain.
 Read more about our practice of approving one domain per online service 
 <https://get.gov/domains/before/#one-domain-per-service>. 
 
-If you have questions or comments, reply to this email.{% elif domain_request.rejection_reason == 'contacts_not_verified' %}
+If you have questions or comments, reply to this email.{% elif reason == 'contacts_not_verified' %}
 Your domain request was rejected because we could not verify the organizational 
-contacts you provided. If you have questions or comments, reply to this email.{% elif domain_request.rejection_reason == 'org_not_eligible' %}
+contacts you provided. If you have questions or comments, reply to this email.{% elif reason == domain_request.RejectionReasons.DOMAIN_PURPOSE.ORG_NOT_ELIGIBLE %}
 Your domain request was rejected because we determined that {{ domain_request.organization_name }} is not 
 eligible for a .gov domain. .Gov domains are only available to official U.S.-based 
 government organizations. 
@@ -46,7 +46,7 @@ Learn more about eligibility for .gov domains
 <https://get.gov/domains/eligibility/>.
 
 If you have questions or comments, reply to this email.
-{% elif domain_request.rejection_reason == 'naming_not_met' %}
+{% elif reason == domain_request.RejectionReasons.DOMAIN_PURPOSE.NAMING_REQUIREMENTS %}
 Your domain request was rejected because it does not meet our naming requirements. 
 Domains should uniquely identify a government organization and be clear to the 
 general public. Learn more about naming requirements for your type of organization 
@@ -55,7 +55,7 @@ general public. Learn more about naming requirements for your type of organizati
 
 YOU CAN SUBMIT A NEW REQUEST
 We encourage you to request a domain that meets our requirements. If you have 
-questions or want to discuss potential domain names, reply to this email.{% elif domain_request.rejection_reason == 'other' %}
+questions or want to discuss potential domain names, reply to this email.{% elif reason == domain_request.RejectionReasons.DOMAIN_PURPOSE.OTHER %}
 YOU CAN SUBMIT A NEW REQUEST
 If your organization is eligible for a .gov domain and you meet our other requirements, you can submit a new request.
 

src/registrar/templates/includes/domain_requests_table.html

@@ -3,204 +3,203 @@
 {% comment %} Stores the json endpoint in a url for easier access {% endcomment %}
 {% url 'get_domain_requests_json' as url %}
 <span id="get_domain_requests_json_url" class="display-none">{{url}}</span>
+
 <section class="section-outlined domain-requests{% if portfolio %} section-outlined--border-base-light{% endif %}" id="domain-requests">
-    <div class="grid-row">
+    <div class="section-outlined__header margin-bottom-3 {% if not portfolio %} section-outlined__header--no-portfolio justify-content-space-between{% else %} grid-row{% endif %}">
-      {% if not portfolio %}
+        {% if not portfolio %}
-        <div class="mobile:grid-col-12 desktop:grid-col-6">
+            <h2 id="domain-requests-header" class="display-inline-block">Domain requests</h2>
-          <h2 id="domain-requests-header" class="flex-6">Domain requests</h2>
-        </div>
         {% else %}
         <!-- Embedding the portfolio value in a data attribute -->
         <span id="portfolio-js-value" data-portfolio="{{ portfolio.id }}"></span>
-      {% endif %}
+        {% endif %}
-      <div class="mobile:grid-col-12 desktop:grid-col-6">
+
-        <section aria-label="Domain requests search component" class="flex-6 margin-y-2">
+        <div class="section-outlined__search {% if portfolio %} mobile:grid-col-12 desktop:grid-col-6{% endif %} {% if is_widescreen_mode %} section-outlined__search--widescreen {% endif %}">
-          <form class="usa-search usa-search--small" method="POST" role="search">
+            <section aria-label="Domain requests search component" class="margin-top-2">
-            {% csrf_token %}
+                <form class="usa-search usa-search--small" method="POST" role="search">
-            <button class="usa-button usa-button--unstyled margin-right-2 domain-requests__reset-search display-none" type="button">
+                    {% csrf_token %}
-              <svg class="usa-icon" aria-hidden="true" focusable="false" role="img" width="24">
+                    <button class="usa-button usa-button--unstyled margin-right-3 domain-requests__reset-search display-none" type="button">
-                <use xlink:href="{%static 'img/sprite.svg'%}#close"></use>
+                        <svg class="usa-icon" aria-hidden="true" focusable="false" role="img" width="24">
-              </svg>
+                            <use xlink:href="{%static 'img/sprite.svg'%}#close"></use>
-              Reset
+                        </svg>
-            </button>
+                        Reset
-            {% if portfolio %}
+                    </button>
-            <label class="usa-sr-only" for="domain-requests__search-field">Search by domain name or creator</label>
+                    {% if portfolio %}
-            {% else %}
+                    <label class="usa-sr-only" for="domain-requests__search-field">Search by domain name or creator</label>
-            <label class="usa-sr-only" for="domain-requests__search-field">Search by domain name</label>
+                    {% else %}
-            {% endif %}
+                    <label class="usa-sr-only" for="domain-requests__search-field">Search by domain name</label>
-            <input
+                    {% endif %}
-              class="usa-input"
+                    <input
-              id="domain-requests__search-field"
+                        class="usa-input"
-              type="search"
+                        id="domain-requests__search-field"
-              name="search"
+                        type="search"
-              {% if portfolio %}
+                        name="search"
-              placeholder="Search by domain name or creator"
+                        {% if portfolio %}
-              {% else %}
+                        placeholder="Search by domain name or creator"
-              placeholder="Search by domain name"
+                        {% else %}
-              {% endif %}
+                        placeholder="Search by domain name"
-            />
+                        {% endif %}
-            <button class="usa-button" type="submit" id="domain-requests__search-field-submit">
+                    />
-              <img
+                    <button class="usa-button" type="submit" id="domain-requests__search-field-submit">
-                src="{% static 'img/usa-icons-bg/search--white.svg' %}"
+                        <img
-                class="usa-search__submit-icon"
+                            src="{% static 'img/usa-icons-bg/search--white.svg' %}"
-                alt="Search"
+                            class="usa-search__submit-icon"
-              />
+                            alt="Search"
-            </button>
+                        />
-          </form>
+                    </button>
-        </section>
+                </form>
-      </div>
+            </section>
+        </div>
+        {% if portfolio %}
+        <div class="section-outlined__utility-button mobile-lg:padding-right-105 {% if portfolio %} mobile:grid-col-12 desktop:grid-col-6 desktop:padding-left-3{% endif %}" id="export-csv">
+            <section aria-label="Domain Requests report component" class="margin-top-205">
+              <a href="{% url 'export_data_type_requests' %}" class="usa-button usa-button--unstyled usa-button--with-icon usa-button--justify-right" role="button">
+                  <svg class="usa-icon usa-icon--big" aria-hidden="true" focusable="false" role="img" width="24" height="24">
+                      <use xlink:href="{% static 'img/sprite.svg' %}#file_download"></use>
+                  </svg>Export as CSV
+              </a>
+          </section>
+        </div>
+        {% endif %}
     </div>
+
     {% if portfolio %}
     <div class="display-flex flex-align-center"> 
-      <span class="margin-right-2 margin-top-neg-1 usa-prose text-base-darker">Filter by</span>
+        <span class="margin-right-2 margin-top-neg-1 usa-prose text-base-darker">Filter by</span>
-      <div class="usa-accordion usa-accordion--select margin-right-2">
+        <div class="usa-accordion usa-accordion--select margin-right-2">
-        <div class="usa-accordion__heading">
+            <div class="usa-accordion__heading">
-          <button
+                <button
+                    type="button"
+                    class="usa-button usa-button--small padding--8-8-9 usa-button--outline usa-button--filter usa-accordion__button"
+                    aria-expanded="false"
+                    aria-controls="filter-status"
+                >
+                    <span class="filter-indicator text-bold display-none"></span> Status
+                    <svg class="usa-icon top-2px" aria-hidden="true" focusable="false" role="img" width="24">
+                        <use xlink:href="/public/img/sprite.svg#expand_more"></use>
+                    </svg>
+                </button>
+            </div>
+            <div id="filter-status" class="usa-accordion__content usa-prose shadow-1">
+                <h2>Status</h2>
+                <fieldset class="usa-fieldset margin-top-0">
+                    <legend class="usa-legend">Select to apply <span class="sr-only">status</span> filter</legend>
+                    <div class="usa-checkbox">
+                        <input
+                            class="usa-checkbox__input"
+                            id="filter-status-started"
+                            type="checkbox"
+                            name="filter-status"
+                            value="started"
+                        />
+                        <label class="usa-checkbox__label" for="filter-status-started">Started</label>
+                    </div>
+                    <div class="usa-checkbox">
+                        <input
+                            class="usa-checkbox__input"
+                            id="filter-status-submitted"
+                            type="checkbox"
+                            name="filter-status"
+                            value="submitted"
+                        />
+                        <label class="usa-checkbox__label" for="filter-status-submitted">Submitted</label>
+                    </div>
+                    <div class="usa-checkbox">
+                        <input
+                            class="usa-checkbox__input"
+                            id="filter-status-in-review"
+                            type="checkbox"
+                            name="filter-status"
+                            value="in review"
+                        />
+                        <label class="usa-checkbox__label" for="filter-status-in-review">In review</label>
+                    </div>
+                    <div class="usa-checkbox">
+                        <input
+                            class="usa-checkbox__input"
+                            id="filter-status-action-needed"
+                            type="checkbox"
+                            name="filter-status"
+                            value="action needed"
+                        />
+                        <label class="usa-checkbox__label" for="filter-status-action-needed">Action needed</label>
+                    </div>
+                    <div class="usa-checkbox">
+                        <input
+                            class="usa-checkbox__input"
+                            id="filter-status-rejected"
+                            type="checkbox"
+                            name="filter-status"
+                            value="rejected"
+                        />
+                        <label class="usa-checkbox__label" for="filter-status-rejected">Rejected</label>
+                    </div>
+                    <div class="usa-checkbox">
+                        <input
+                            class="usa-checkbox__input"
+                            id="filter-status-withdrawn"
+                            type="checkbox"
+                            name="filter-status"
+                            value="withdrawn"
+                        />
+                        <label class="usa-checkbox__label" for="filter-status-withdrawn">Withdrawn</label>
+                    </div>
+                    <div class="usa-checkbox">
+                        <input
+                            class="usa-checkbox__input"
+                            id="filter-status-ineligible"
+                            type="checkbox"
+                            name="filter-status"
+                            value="ineligible"
+                        />
+                        <label class="usa-checkbox__label" for="filter-status-ineligible">Ineligible</label>
+                    </div>
+                </fieldset>
+            </div>
+        </div>
+        <button
             type="button"
-            class="usa-button usa-button--small padding--8-8-9 usa-button--outline usa-button--filter usa-accordion__button"
+            class="usa-button usa-button--small padding--8-12-9-12 usa-button--outline usa-button--filter domain-requests__reset-filters display-none"
-            aria-expanded="false"
+        >
-            aria-controls="filter-status"
+            Clear filters
-          >
+            <svg class="usa-icon top-1px" aria-hidden="true" focusable="false" role="img" width="24">
-            <span class="filter-indicator text-bold display-none"></span> Status
+                <use xlink:href="/public/img/sprite.svg#close"></use>
-            <svg class="usa-icon top-2px" aria-hidden="true" focusable="false" role="img" width="24">
-              <use xlink:href="/public/img/sprite.svg#expand_more"></use>
             </svg>
-          </button>
+        </button>
-        </div>
-        <div id="filter-status" class="usa-accordion__content usa-prose shadow-1">
-          <h2>Status</h2>
-          <fieldset class="usa-fieldset margin-top-0">
-            <legend class="usa-legend">Select to apply <span class="sr-only">status</span> filter</legend>
-            <div class="usa-checkbox">
-              <input
-                class="usa-checkbox__input"
-                id="filter-status-started"
-                type="checkbox"
-                name="filter-status"
-                value="started"
-              />
-              <label class="usa-checkbox__label" for="filter-status-started"
-                >Started</label
-              >
-            </div>
-            <div class="usa-checkbox">
-              <input
-                class="usa-checkbox__input"
-                id="filter-status-submitted"
-                type="checkbox"
-                name="filter-status"
-                value="submitted"
-              />
-              <label class="usa-checkbox__label" for="filter-status-submitted"
-                >Submitted</label
-              >
-            </div>
-            <div class="usa-checkbox">
-              <input
-                class="usa-checkbox__input"
-                id="filter-status-in-review"
-                type="checkbox"
-                name="filter-status"
-                value="in review"
-              />
-              <label class="usa-checkbox__label" for="filter-status-in-review"
-                >In review</label
-              >
-            </div>
-            <div class="usa-checkbox">
-              <input
-                class="usa-checkbox__input"
-                id="filter-status-action-needed"
-                type="checkbox"
-                name="filter-status"
-                value="action needed"
-              />
-              <label class="usa-checkbox__label" for="filter-status-action-needed"
-                >Action needed</label
-              >
-            </div>
-            <div class="usa-checkbox">
-              <input
-                class="usa-checkbox__input"
-                id="filter-status-rejected"
-                type="checkbox"
-                name="filter-status"
-                value="rejected"
-              />
-              <label class="usa-checkbox__label" for="filter-status-rejected"
-                >Rejected</label
-              >
-            </div>
-            <div class="usa-checkbox">
-              <input
-                class="usa-checkbox__input"
-                id="filter-status-withdrawn"
-                type="checkbox"
-                name="filter-status"
-                value="withdrawn"
-              />
-              <label class="usa-checkbox__label" for="filter-status-withdrawn"
-                >Withdrawn</label
-              >
-            </div>
-            <div class="usa-checkbox">
-              <input
-                class="usa-checkbox__input"
-                id="filter-status-ineligible"
-                type="checkbox"
-                name="filter-status"
-                value="ineligible"
-              />
-              <label class="usa-checkbox__label" for="filter-status-ineligible"
-                >Ineligible</label
-              >
-            </div>
-          </fieldset>
-        </div>
-      </div>
-      <button
-        type="button"
-        class="usa-button usa-button--small padding--8-12-9-12 usa-button--outline usa-button--filter domain-requests__reset-filters display-none"
-      >
-        Clear filters
-        <svg class="usa-icon top-1px" aria-hidden="true" focusable="false" role="img" width="24">
-          <use xlink:href="/public/img/sprite.svg#close"></use>
-        </svg>
-      </button>
     </div>
     {% endif %}
+
     <div class="domain-requests__table-wrapper display-none usa-table-container--scrollable margin-top-0" tabindex="0">
-      <table class="usa-table usa-table--borderless usa-table--stacked dotgov-table dotgov-table--stacked domain-requests__table">
+        <table class="usa-table usa-table--borderless usa-table--stacked dotgov-table dotgov-table--stacked domain-requests__table">
-        <caption class="sr-only">Your domain requests</caption>
+            <caption class="sr-only">Your domain requests</caption>
-        <thead>
+            <thead>
-          <tr>
+                <tr>
-            <th data-sortable="requested_domain__name" scope="col" role="columnheader">Domain name</th>
+                    <th data-sortable="requested_domain__name" scope="col" role="columnheader">Domain name</th>
-            <th data-sortable="last_submitted_date" scope="col" role="columnheader">Submitted</th>
+                    <th data-sortable="last_submitted_date" scope="col" role="columnheader">Submitted</th>
-            {% if portfolio %}
+                    {% if portfolio %}
-              <th data-sortable="creator" scope="col" role="columnheader">Created by</th>
+                    <th data-sortable="creator" scope="col" role="columnheader">Created by</th>
-            {% endif %}
+                    {% endif %}
-            <th data-sortable="status" scope="col" role="columnheader">Status</th>
+                    <th data-sortable="status" scope="col" role="columnheader">Status</th>
-            <th scope="col" role="columnheader"><span class="usa-sr-only">Action</span></th>
+                    <th scope="col" role="columnheader"><span class="usa-sr-only">Action</span></th>
-            <!-- AJAX will conditionally add a th for delete actions -->
+                    <!-- AJAX will conditionally add a th for delete actions -->
-          </tr>
+                </tr>
-        </thead>
+            </thead>
-        <tbody id="domain-requests-tbody">
+            <tbody id="domain-requests-tbody">
-          <!-- AJAX will populate this tbody -->
+                <!-- AJAX will populate this tbody -->
-        </tbody>
+            </tbody>
-      </table>
+        </table>
-      <div
+        <div class="usa-sr-only usa-table__announcement-region" aria-live="polite"></div>
-        class="usa-sr-only usa-table__announcement-region"
-        aria-live="polite"
-      ></div>
     </div>
+
     <div class="domain-requests__no-data display-none">
-      <p>You haven't requested any domains.</p>
+        <p>You haven't requested any domains.</p>
     </div>
+
     <div class="domain-requests__no-search-results display-none">
-      <p>No results found</p>
+        <p>No results found</p>
-    </div> 
+    </div>
-  </section>
+</section>
-  <nav aria-label="Pagination" class="usa-pagination flex-justify" id="domain-requests-pagination">
+
+<nav aria-label="Pagination" class="usa-pagination flex-justify" id="domain-requests-pagination">
     <span class="usa-pagination__counter text-base-dark padding-left-2 margin-bottom-1">
       <!-- Count will be dynamically populated by JS -->
     </span>

src/registrar/templates/includes/header_extended.html

@@ -34,6 +34,7 @@
             </ul>
         </div>
         <ul class="usa-nav__primary usa-accordion">
+            {% if not hide_domains %}
             <li class="usa-nav__primary-item">
                 {% if has_any_domains_portfolio_permission %}
                     {% url 'domains' as url %}
@@ -44,13 +45,14 @@
                 Domains
                 </a>
             </li>
+            {% endif %}
             <!-- <li class="usa-nav__primary-item">
                 <a href="#" class="usa-nav-link">
                     Domain groups
                 </a>
             </li> -->
-            
+
-            {% if has_organization_requests_flag %}
+            {% if has_organization_requests_flag and not hide_requests %}
             <li class="usa-nav__primary-item">
                 <!-- user has one of the view permissions plus the edit permission, show the dropdown -->
                 {% if has_edit_request_portfolio_permission %}
@@ -91,12 +93,12 @@
             </li>
             {% endif %}
 
-            {% if has_organization_members_flag and has_view_members_portfolio_permission %}
+            {% if has_organization_members_flag %}
-            <li class="usa-nav__primary-item">
+                <li class="usa-nav__primary-item">
-                <a href="/members/" class="usa-nav-link {% if path|is_members_subpage %} usa-current{% endif %}">
+                    <a href="/members/" class="usa-nav-link {% if path|is_members_subpage %} usa-current{% endif %}">
-                    Members
+                        Members
-                </a>
+                    </a>
-            </li>
+                </li>
             {% endif %}
 
             <li class="usa-nav__primary-item">

src/registrar/templates/includes/member_domain_management.html

@@ -0,0 +1,6 @@
+<h4 class="margin-bottom-0 text-primary">Assigned domains</h4>
+{% if domain_count > 0 %}
+    <p class="margin-top-0">{{domain_count}}</p>
+{% else %}
+    <p class="margin-top-0">This member does not manage any domains.{% if manage_button %} To assign this member a domain, click "Manage".{% endif %}</p>
+{% endif %}

src/registrar/templates/includes/member_permissions.html

@@ -0,0 +1,26 @@
+<h4 class="margin-bottom-0 text-primary">Member access</h4>
+{% if permissions.roles and 'organization_admin' in permissions.roles %}
+    <p class="margin-top-0">Admin access</p>
+{% elif permissions.roles and 'organization_member' in permissions.roles %}
+    <p class="margin-top-0">Basic access</p>
+{% else %}
+    <p class="margin-top-0">⎯</p>
+{% endif %}
+
+<h4 class="margin-bottom-0 text-primary">Organization domain requests</h4>
+{% if member_has_edit_request_portfolio_permission %}
+    <p class="margin-top-0">View all requests plus create requests</p>
+{% elif member_has_view_all_requests_portfolio_permission %}
+    <p class="margin-top-0">View all requests</p>
+{% else %}
+    <p class="margin-top-0">No access</p>
+{% endif %}
+
+<h4 class="margin-bottom-0 text-primary">Organization members</h4>
+{% if member_has_edit_members_portfolio_permission %}
+    <p class="margin-top-0">View all members plus manage members</p>
+{% elif member_has_view_members_portfolio_permission %}
+    <p class="margin-top-0">View all members</p>
+{% else %}
+    <p class="margin-top-0">No access</p>
+{% endif %}

src/registrar/templates/includes/modal.html

@@ -4,6 +4,11 @@
     <div class="usa-modal__main">
         <h2 class="usa-modal__heading" id="modal-1-heading">
             {{ modal_heading }}
+            {%if domain_name_modal is not None %}
+                <span class="domain-name-wrap">           
+                    {{ domain_name_modal }}
+                </span>
+            {%endif%}
             {% if heading_value is not None %}
             {# Add a breakpoint #}
             <div aria-hidden="true"></div>

src/registrar/templates/includes/portfolio_request_review_steps.html

@@ -8,7 +8,6 @@
     {% endif %}
 
     {% if step == Step.REQUESTING_ENTITY %}
-
         {% if domain_request.organization_name %}
             {% with title=form_titles|get_item:step value=domain_request %}
                 {% include "includes/summary_item.html" with title=title value=value heading_level=heading_level editable=is_editable edit_link=domain_request_url address='true' %}
@@ -54,32 +53,8 @@
     {% endif %}
 
     {% if step == Step.ADDITIONAL_DETAILS %}
-        {% with title=form_titles|get_item:step %}
+        {% with title=form_titles|get_item:step value=domain_request.anything_else|default:"<span class='text-bold text-secondary-dark'>Incomplete</span>"|safe %}
-            {% if domain_request.has_additional_details %}
+            {% include "includes/summary_item.html" with title=title value=value heading_level=heading_level editable=is_editable edit_link=domain_request_url %}
-                {% include "includes/summary_item.html" with title="Additional Details" value=" " heading_level=heading_level editable=is_editable edit_link=domain_request_url %}
-                <h3 class="register-form-review-header">CISA Regional Representative</h3>
-                <ul class="usa-list usa-list--unstyled margin-top-0">
-                    {% if domain_request.cisa_representative_first_name %}
-                        <li>{{domain_request.cisa_representative_first_name}} {{domain_request.cisa_representative_last_name}}</li>
-                    {% if domain_request.cisa_representative_email %}
-                        <li>{{domain_request.cisa_representative_email}}</li>
-                    {% endif %}
-                    {% else %}
-                    No
-                    {% endif %}
-                </ul>
-
-            <h3 class="register-form-review-header">Anything else</h3>
-            <ul class="usa-list usa-list--unstyled margin-top-0">
-                {% if domain_request.anything_else %}
-                    {{domain_request.anything_else}}
-                {% else %}
-                    No
-                {% endif %}
-            </ul>
-            {% else %}
-                {% include "includes/summary_item.html" with title="Additional Details" value="<span class='text-bold text-secondary-dark'>Incomplete</span>"|safe heading_level=heading_level editable=is_editable edit_link=domain_request_url %}
-            {% endif %}
         {% endwith %}
     {% endif %}
 

src/registrar/templates/includes/summary_item.html

@@ -24,7 +24,11 @@
       {% if sub_header_text %}
         <h4 class="register-form-review-header">{{ sub_header_text }}</h4>
       {% endif %}
-      {% if address %}
+      {% if permissions %}
+        {% include "includes/member_permissions.html" with permissions=value %}
+      {% elif domain_mgmt %}
+        {% include "includes/member_domain_management.html" with domain_count=value %}
+      {% elif address %}
         {% include "includes/organization_address.html" with organization=value %}
       {% elif contact %}
         {% if list %}
@@ -122,9 +126,9 @@
           class="usa-link usa-link--icon font-sans-sm line-height-sans-5"
       >
         <svg class="usa-icon" aria-hidden="true" focusable="false" role="img" width="24">
-          <use xlink:href="{% static 'img/sprite.svg' %}#edit"></use>
+          <use xlink:href="{% static 'img/sprite.svg' %}#{% if manage_button %}settings{% elif view_button %}visibility{% else %}edit{% endif %}"></use>
         </svg>
-        Edit<span class="sr-only"> {{ title }}</span>
+        {% if manage_button %}Manage{% elif view_button %}View{% else %}Edit{% endif %}<span class="sr-only"> {{ title }}</span>
       </a>
       </div>
     {% endif %}

src/registrar/templates/portfolio_domain_request_additional_details.html

@@ -0,0 +1,22 @@
+{% extends 'domain_request_form.html' %}
+{% load static field_helpers %}
+
+{% block form_required_fields_help_text %}
+{% include "includes/required_fields.html" %}
+{% endblock %}
+
+{% block form_fields %}
+
+    <fieldset class="usa-fieldset margin-top-2">
+        <legend>
+            <h2>Is there anything else you’d like us to know about your domain request?</h2> 
+        </legend>
+    </fieldset>
+
+    <div class="margin-top-3" id="anything-else">
+        <p>Provide details below. <abbr class="usa-hint usa-hint--required" title="required">*</abbr></p>
+        {% with attr_maxlength=2000 add_label_class="usa-sr-only" %}
+            {% input_with_errors forms.0.anything_else %}
+        {% endwith %}
+    </div>
+{% endblock %}

src/registrar/templates/portfolio_member.html

@@ -0,0 +1,137 @@
+{% extends 'portfolio_base.html' %}
+{% load static field_helpers%}
+
+{% block title %}Organization member {% endblock %}
+
+{% load static %}
+
+{% block portfolio_content %}
+<div id="main-content">
+
+  {% url 'members' as url %}
+  <nav class="usa-breadcrumb padding-top-0 margin-bottom-3" aria-label="Portfolio member breadcrumb">
+  <ol class="usa-breadcrumb__list">
+      <li class="usa-breadcrumb__list-item">
+        <a href="{{ url }}" class="usa-breadcrumb__link"><span>Members</span></a>
+      </li>
+      <li class="usa-breadcrumb__list-item usa-current" aria-current="page">
+        <span>Manage member</span>
+      </li>
+  </ol>
+  </nav>
+  
+
+  <h1 class="margin-bottom-3">Manage member</h1>
+
+  <div class="tablet:display-flex tablet:flex-justify">
+    <h2 class="margin-top-0 margin-bottom-3 break-word">
+      {% if member %}
+        {{ member.email }}
+      {% elif portfolio_invitation %}
+        {{ portfolio_invitation.email }}
+      {% endif %}
+    </h2>
+    {% if has_edit_members_portfolio_permission %}
+      {% if member %}
+        <a 
+          role="button" 
+          href="#"
+          class="display-block usa-button text-secondary usa-button--unstyled text-no-underline margin-bottom-3 line-height-sans-5 visible-mobile-flex"
+        >
+          Remove member
+        </a>
+      {% else %}
+        <a 
+          role="button" 
+          href="#"
+          class="display-block usa-button text-secondary usa-button--unstyled text-no-underline margin-bottom-3 line-height-sans-5 visible-mobile-flex"
+        >
+          Cancel invitation
+        </a>
+      {% endif %}
+
+      <div class="usa-accordion usa-accordion--more-actions hidden-mobile-flex">
+        <div class="usa-accordion__heading">
+          <button
+            type="button"
+            class="usa-button usa-button--unstyled usa-button--with-icon usa-accordion__button usa-button--more-actions"
+            aria-expanded="false"
+            aria-controls="more-actions"
+          >
+            <svg class="usa-icon top-2px" aria-hidden="true" focusable="false" role="img" width="24">
+              <use xlink:href="/public/img/sprite.svg#more_vert"></use>
+            </svg>
+          </button>
+        </div>
+        <div id="more-actions" class="usa-accordion__content usa-prose shadow-1 left-auto right-0" hidden>
+          <h2>More options</h2>
+          {% if member %}
+            <a 
+              role="button" 
+              href="#"
+              class="usa-button text-secondary usa-button--unstyled text-no-underline margin-top-2 line-height-sans-5"
+            >
+              Remove member
+            </a>
+          {% else %}
+            <a 
+              role="button" 
+              href="#"
+              class="usa-button text-secondary usa-button--unstyled text-no-underline margin-top-2 line-height-sans-5"
+            >
+              Cancel invitation
+            </a>
+          {% endif %}
+        </div>
+      </div>
+    {% endif %}
+  </div>
+
+  <address>
+    <strong class="text-primary-dark">Last active:</strong>
+    {% if member and member.last_login %}
+        {{ member.last_login }}
+      {% elif portfolio_invitation %}
+        Invited
+      {% else %}
+        ⎯
+      {% endif %}
+    <br />
+
+    <strong class="text-primary-dark">Full name:</strong>
+    {% if member %}
+      {% if member.first_name or member.last_name %}
+        {{ member.get_formatted_name }}
+      {% else %}
+        ⎯
+      {% endif %}
+    {% else %}
+      ⎯
+    {% endif %}
+    <br />
+
+    <strong class="text-primary-dark">Title or organization role:</strong>
+    {% if member and member.title %}
+      {{ member.title }}
+    {% else %}
+      ⎯
+    {% endif %}
+  </address>
+
+  {% if portfolio_permission %}
+    {% include "includes/summary_item.html" with title='Member access and permissions' permissions=True value=portfolio_permission edit_link=edit_url editable=has_edit_members_portfolio_permission %}
+  {% elif portfolio_invitation %}
+    {% include "includes/summary_item.html" with title='Member access and permissions' permissions=True value=portfolio_invitation edit_link=edit_url editable=has_edit_members_portfolio_permission %}
+  {% endif %}
+
+  {% comment %}view_button is passed below as true in all cases. This is because manage_button logic will trump view_button logic; ie. if manage_button is true, view_button will never be looked at{% endcomment %}
+  {% if portfolio_permission %}
+    {% include "includes/summary_item.html" with title='Domain management' domain_mgmt=True value=portfolio_permission.get_managed_domains_count edit_link='#' editable=True manage_button=has_edit_members_portfolio_permission view_button=True %}
+  {% elif portfolio_invitation %}
+    {% include "includes/summary_item.html" with title='Domain management' domain_mgmt=True value=portfolio_invitation.get_managed_domains_count edit_link='#' editable=True manage_button=has_edit_members_portfolio_permission view_button=True %}
+  {% else %}
+    {% include "includes/summary_item.html" with title='Domain management' domain_mgmt=True value=0 edit_link='#' editable=True manage_button=has_edit_members_portfolio_permission view_button=True %}
+  {% endif %}
+        
+</div>
+{% endblock %}

src/registrar/templates/portfolio_member_permissions.html

@@ -0,0 +1,42 @@
+{% extends 'portfolio_base.html' %}
+{% load static field_helpers%}
+
+{% block title %}Organization member {% endblock %}
+
+{% load static %}
+
+{% block portfolio_content %}
+<div class="grid-row grid-gap">
+    <div class="tablet:grid-col-9" id="main-content">
+
+        {% block messages %}
+            {% include "includes/form_messages.html" %}
+        {% endblock %}
+
+        <h1>Manage member</h1>
+        
+        <p>
+          {% if member %}
+            {{ member.email }}
+          {% elif invitation %}
+            {{ invitation.email }}
+          {% endif %}
+        </p>
+
+        <hr>
+
+        <form class="usa-form usa-form--large" method="post" novalidate>
+            {% csrf_token %}
+            {% input_with_errors form.roles %}
+            {% input_with_errors form.additional_permissions %}
+            <button
+              type="submit"
+              class="usa-button"
+            >Submit</button>
+          </form>
+
+        
+
+    </div>
+</div>
+{% endblock %}

src/registrar/templates/portfolio_members.html

@@ -18,6 +18,7 @@
           <div class="mobile:grid-col-12 tablet:grid-col-6">
               <h1 id="members-header">Members</h1>
           </div>
+          {% if has_edit_members_portfolio_permission %}
           <div class="mobile:grid-col-12 tablet:grid-col-6">
               <p class="float-right-tablet tablet:margin-y-0">
                   <a href="#" class="usa-button"
@@ -26,6 +27,7 @@
                   </a>
               </p>
           </div>
+          {% endif %}
   </div>
   
     {% include "includes/members_table.html" with portfolio=portfolio %}

src/registrar/templates/portfolio_organization.html

@@ -45,7 +45,7 @@
                 {% input_with_errors form.address_line2 %}
                 {% input_with_errors form.city %}
                 {% input_with_errors form.state_territory %}
-                {% with add_class="usa-input--small" sublabel_text="Enter a zip code in the required format, like 12345 or 12345-6789." %}
+                {% with add_class="usa-input--small" sublabel_text="Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789." %}
                     {% input_with_errors form.zipcode %}
                 {% endwith %}
                 <button type="submit" class="usa-button">

src/registrar/templatetags/custom_filters.py

@@ -246,9 +246,7 @@ def is_members_subpage(path):
     """Checks if the given page is a subpage of members.
     Takes a path name, like '/organization/'."""
     # Since our pages aren't unified under a common path, we need this approach for now.
-    url_names = [
+    url_names = ["members", "member", "member-permissions", "invitedmember", "invitedmember-permissions"]
-        "members",
-    ]
     return get_url_name(path) in url_names
 
 

src/registrar/tests/test_admin.py

@@ -654,7 +654,7 @@ class TestDomainInformationAdmin(TestCase):
         self.test_helper.assert_response_contains_distinct_values(response, expected_other_employees_fields)
 
         # Test for the copy link
-        self.assertContains(response, "button--clipboard", count=3)
+        self.assertContains(response, "copy-to-clipboard", count=3)
 
         # cleanup this test
         domain_info.delete()

src/registrar/tests/test_admin_domain.py

@@ -535,7 +535,7 @@ class TestDomainAdminWithClient(TestCase):
         self.assertContains(response, "Testy Tester")
 
         # Test for the copy link
-        self.assertContains(response, "button--clipboard")
+        self.assertContains(response, "copy-to-clipboard")
 
         # cleanup from this test
         domain.delete()

src/registrar/tests/test_admin_request.py

@@ -595,7 +595,12 @@ class TestDomainRequestAdmin(MockEppLib):
 
     @less_console_noise_decorator
     def transition_state_and_send_email(
-        self, domain_request, status, rejection_reason=None, action_needed_reason=None, action_needed_reason_email=None
+        self,
+        domain_request,
+        status,
+        rejection_reason=None,
+        action_needed_reason=None,
+        action_needed_reason_email=None,
     ):
         """Helper method for the email test cases."""
 
@@ -687,6 +692,10 @@ class TestDomainRequestAdmin(MockEppLib):
         self.assert_email_is_accurate("ORGANIZATION ALREADY HAS A .GOV DOMAIN", 0, EMAIL, bcc_email_address=BCC_EMAIL)
         self.assertEqual(len(self.mock_client.EMAILS_SENT), 1)
 
+        # We use javascript to reset the content of this. It is only automatically set
+        # if the email itself is somehow None.
+        self._reset_action_needed_email(domain_request)
+
         # Test the email sent out for bad_name
         bad_name = DomainRequest.ActionNeededReasons.BAD_NAME
         self.transition_state_and_send_email(domain_request, action_needed, action_needed_reason=bad_name)
@@ -694,6 +703,7 @@ class TestDomainRequestAdmin(MockEppLib):
             "DOMAIN NAME DOES NOT MEET .GOV REQUIREMENTS", 1, EMAIL, bcc_email_address=BCC_EMAIL
         )
         self.assertEqual(len(self.mock_client.EMAILS_SENT), 2)
+        self._reset_action_needed_email(domain_request)
 
         # Test the email sent out for eligibility_unclear
         eligibility_unclear = DomainRequest.ActionNeededReasons.ELIGIBILITY_UNCLEAR
@@ -702,6 +712,7 @@ class TestDomainRequestAdmin(MockEppLib):
             "ORGANIZATION MAY NOT MEET ELIGIBILITY REQUIREMENTS", 2, EMAIL, bcc_email_address=BCC_EMAIL
         )
         self.assertEqual(len(self.mock_client.EMAILS_SENT), 3)
+        self._reset_action_needed_email(domain_request)
 
         # Test that a custom email is sent out for questionable_so
         questionable_so = DomainRequest.ActionNeededReasons.QUESTIONABLE_SENIOR_OFFICIAL
@@ -710,6 +721,7 @@ class TestDomainRequestAdmin(MockEppLib):
             "SENIOR OFFICIAL DOES NOT MEET ELIGIBILITY REQUIREMENTS", 3, _creator.email, bcc_email_address=BCC_EMAIL
         )
         self.assertEqual(len(self.mock_client.EMAILS_SENT), 4)
+        self._reset_action_needed_email(domain_request)
 
         # Assert that no other emails are sent on OTHER
         other = DomainRequest.ActionNeededReasons.OTHER
@@ -717,6 +729,7 @@ class TestDomainRequestAdmin(MockEppLib):
 
         # Should be unchanged from before
         self.assertEqual(len(self.mock_client.EMAILS_SENT), 4)
+        self._reset_action_needed_email(domain_request)
 
         # Tests if an analyst can override existing email content
         questionable_so = DomainRequest.ActionNeededReasons.QUESTIONABLE_SENIOR_OFFICIAL
@@ -730,6 +743,7 @@ class TestDomainRequestAdmin(MockEppLib):
         domain_request.refresh_from_db()
         self.assert_email_is_accurate("custom email content", 4, _creator.email, bcc_email_address=BCC_EMAIL)
         self.assertEqual(len(self.mock_client.EMAILS_SENT), 5)
+        self._reset_action_needed_email(domain_request)
 
         # Tests if a new email gets sent when just the email is changed.
         # An email should NOT be sent out if we just modify the email content.
@@ -741,6 +755,7 @@ class TestDomainRequestAdmin(MockEppLib):
         )
 
         self.assertEqual(len(self.mock_client.EMAILS_SENT), 5)
+        self._reset_action_needed_email(domain_request)
 
         # Set the request back to in review
         domain_request.in_review()
@@ -757,55 +772,53 @@ class TestDomainRequestAdmin(MockEppLib):
         )
         self.assertEqual(len(self.mock_client.EMAILS_SENT), 6)
 
-    # def test_action_needed_sends_reason_email_prod_bcc(self):
+    def _reset_action_needed_email(self, domain_request):
-    #     """When an action needed reason is set, an email is sent out and help@get.gov
+        """Sets the given action needed email back to none"""
-    #     is BCC'd in production"""
+        domain_request.action_needed_reason_email = None
-    #     # Ensure there is no user with this email
+        domain_request.save()
-    #     EMAIL = "mayor@igorville.gov"
+        domain_request.refresh_from_db()
-    #     BCC_EMAIL = settings.DEFAULT_FROM_EMAIL
-    #     User.objects.filter(email=EMAIL).delete()
-    #     in_review = DomainRequest.DomainRequestStatus.IN_REVIEW
-    #     action_needed = DomainRequest.DomainRequestStatus.ACTION_NEEDED
 
-    #     # Create a sample domain request
+    @override_settings(IS_PRODUCTION=True)
-    #     domain_request = completed_domain_request(status=in_review)
+    @less_console_noise_decorator
+    def test_rejected_sends_reason_email_prod_bcc(self):
+        """When a rejection reason is set, an email is sent out and help@get.gov
+        is BCC'd in production"""
+        # Create fake creator
+        EMAIL = "meoward.jones@igorville.gov"
 
-    #     # Test the email sent out for already_has_domains
+        _creator = User.objects.create(
-    #     already_has_domains = DomainRequest.ActionNeededReasons.ALREADY_HAS_DOMAINS
+            username="MrMeoward",
-    #     self.transition_state_and_send_email(domain_request, action_needed, action_needed_reason=already_has_domains)
+            first_name="Meoward",
-    #     self.assert_email_is_accurate("ORGANIZATION ALREADY HAS A .GOV DOMAIN", 0, EMAIL, bcc_email_address=BCC_EMAIL)
+            last_name="Jones",
-    #     self.assertEqual(len(self.mock_client.EMAILS_SENT), 1)
+            email=EMAIL,
+            phone="(555) 123 12345",
+            title="Treat inspector",
+        )
 
-    #     # Test the email sent out for bad_name
+        BCC_EMAIL = settings.DEFAULT_FROM_EMAIL
-    #     bad_name = DomainRequest.ActionNeededReasons.BAD_NAME
+        in_review = DomainRequest.DomainRequestStatus.IN_REVIEW
-    #     self.transition_state_and_send_email(domain_request, action_needed, action_needed_reason=bad_name)
+        rejected = DomainRequest.DomainRequestStatus.REJECTED
-    #     self.assert_email_is_accurate(
-    #         "DOMAIN NAME DOES NOT MEET .GOV REQUIREMENTS", 1, EMAIL, bcc_email_address=BCC_EMAIL
-    #     )
-    #     self.assertEqual(len(self.mock_client.EMAILS_SENT), 2)
 
-    #     # Test the email sent out for eligibility_unclear
+        # Create a sample domain request
-    #     eligibility_unclear = DomainRequest.ActionNeededReasons.ELIGIBILITY_UNCLEAR
+        domain_request = completed_domain_request(status=in_review, user=_creator)
-    #     self.transition_state_and_send_email(domain_request, action_needed, action_needed_reason=eligibility_unclear)
-    #     self.assert_email_is_accurate(
-    #         "ORGANIZATION MAY NOT MEET ELIGIBILITY REQUIREMENTS", 2, EMAIL, bcc_email_address=BCC_EMAIL
-    #     )
-    #     self.assertEqual(len(self.mock_client.EMAILS_SENT), 3)
 
-    #     # Test the email sent out for questionable_so
+        expected_emails = {
-    #     questionable_so = DomainRequest.ActionNeededReasons.QUESTIONABLE_SENIOR_OFFICIAL
+            DomainRequest.RejectionReasons.DOMAIN_PURPOSE: "You didn’t provide enough information about how",
-    #     self.transition_state_and_send_email(domain_request, action_needed, action_needed_reason=questionable_so)
+            DomainRequest.RejectionReasons.REQUESTOR_NOT_ELIGIBLE: "You must be a government employee, or be",
-    #     self.assert_email_is_accurate(
+            DomainRequest.RejectionReasons.ORG_HAS_DOMAIN: "practice is to approve one domain",
-    #         "SENIOR OFFICIAL DOES NOT MEET ELIGIBILITY REQUIREMENTS", 3, EMAIL, bcc_email_address=BCC_EMAIL
+            DomainRequest.RejectionReasons.CONTACTS_NOT_VERIFIED: "we could not verify the organizational",
-    #     )
+            DomainRequest.RejectionReasons.ORG_NOT_ELIGIBLE: ".Gov domains are only available to official U.S.-based",
-    #     self.assertEqual(len(self.mock_client.EMAILS_SENT), 4)
+            DomainRequest.RejectionReasons.NAMING_REQUIREMENTS: "does not meet our naming requirements",
-
+            DomainRequest.RejectionReasons.OTHER: "YOU CAN SUBMIT A NEW REQUEST",
-    #     # Assert that no other emails are sent on OTHER
+        }
-    #     other = DomainRequest.ActionNeededReasons.OTHER
+        for i, (reason, email_content) in enumerate(expected_emails.items()):
-    #     self.transition_state_and_send_email(domain_request, action_needed, action_needed_reason=other)
+            with self.subTest(reason=reason):
-
+                self.transition_state_and_send_email(domain_request, status=rejected, rejection_reason=reason)
-    #     # Should be unchanged from before
+                self.assert_email_is_accurate(email_content, i, EMAIL, bcc_email_address=BCC_EMAIL)
-    #     self.assertEqual(len(self.mock_client.EMAILS_SENT), 4)
+                self.assertEqual(len(self.mock_client.EMAILS_SENT), i + 1)
+            domain_request.rejection_reason_email = None
+            domain_request.save()
+            domain_request.refresh_from_db()
 
     @less_console_noise_decorator
     def test_save_model_sends_submitted_email(self):
@@ -1034,7 +1047,9 @@ class TestDomainRequestAdmin(MockEppLib):
 
         # Reject for reason REQUESTOR and test email including dynamic organization name
         self.transition_state_and_send_email(
-            domain_request, DomainRequest.DomainRequestStatus.REJECTED, DomainRequest.RejectionReasons.REQUESTOR
+            domain_request,
+            DomainRequest.DomainRequestStatus.REJECTED,
+            DomainRequest.RejectionReasons.REQUESTOR_NOT_ELIGIBLE,
         )
         self.assert_email_is_accurate(
             "Your domain request was rejected because we don’t believe you’re eligible to request a \n.gov "
@@ -1072,7 +1087,7 @@ class TestDomainRequestAdmin(MockEppLib):
         self.transition_state_and_send_email(
             domain_request,
             DomainRequest.DomainRequestStatus.REJECTED,
-            DomainRequest.RejectionReasons.SECOND_DOMAIN_REASONING,
+            DomainRequest.RejectionReasons.ORG_HAS_DOMAIN,
         )
         self.assert_email_is_accurate(
             "Your domain request was rejected because Testorg has a .gov domain.", 0, _creator.email
@@ -1108,7 +1123,7 @@ class TestDomainRequestAdmin(MockEppLib):
         self.transition_state_and_send_email(
             domain_request,
             DomainRequest.DomainRequestStatus.REJECTED,
-            DomainRequest.RejectionReasons.CONTACTS_OR_ORGANIZATION_LEGITIMACY,
+            DomainRequest.RejectionReasons.CONTACTS_NOT_VERIFIED,
         )
         self.assert_email_is_accurate(
             "Your domain request was rejected because we could not verify the organizational \n"
@@ -1146,7 +1161,7 @@ class TestDomainRequestAdmin(MockEppLib):
         self.transition_state_and_send_email(
             domain_request,
             DomainRequest.DomainRequestStatus.REJECTED,
-            DomainRequest.RejectionReasons.ORGANIZATION_ELIGIBILITY,
+            DomainRequest.RejectionReasons.ORG_NOT_ELIGIBLE,
         )
         self.assert_email_is_accurate(
             "Your domain request was rejected because we determined that Testorg is not \neligible for "
@@ -1275,7 +1290,7 @@ class TestDomainRequestAdmin(MockEppLib):
             stack.enter_context(patch.object(messages, "error"))
             stack.enter_context(patch.object(messages, "warning"))
             domain_request.status = DomainRequest.DomainRequestStatus.REJECTED
-            domain_request.rejection_reason = DomainRequest.RejectionReasons.CONTACTS_OR_ORGANIZATION_LEGITIMACY
+            domain_request.rejection_reason = DomainRequest.RejectionReasons.CONTACTS_NOT_VERIFIED
 
             self.admin.save_model(request, domain_request, None, True)
 
@@ -1511,7 +1526,7 @@ class TestDomainRequestAdmin(MockEppLib):
         self.test_helper.assert_response_contains_distinct_values(response, expected_other_employees_fields)
 
         # Test for the copy link
-        self.assertContains(response, "button--clipboard", count=4)
+        self.assertContains(response, "copy-to-clipboard", count=4)
 
         # Test that Creator counts display properly
         self.assertNotContains(response, "Approved domains")
@@ -1621,6 +1636,7 @@ class TestDomainRequestAdmin(MockEppLib):
             "updated_at",
             "status",
             "rejection_reason",
+            "rejection_reason_email",
             "action_needed_reason",
             "action_needed_reason_email",
             "federal_agency",
@@ -1840,12 +1856,64 @@ class TestDomainRequestAdmin(MockEppLib):
         self.trigger_saving_approved_to_another_state(
             False,
             DomainRequest.DomainRequestStatus.REJECTED,
-            DomainRequest.RejectionReasons.CONTACTS_OR_ORGANIZATION_LEGITIMACY,
+            DomainRequest.RejectionReasons.CONTACTS_NOT_VERIFIED,
         )
 
     def test_side_effects_when_saving_approved_to_ineligible(self):
         self.trigger_saving_approved_to_another_state(False, DomainRequest.DomainRequestStatus.INELIGIBLE)
 
+    @less_console_noise
+    def test_error_when_saving_to_approved_and_domain_exists(self):
+        """Redundant admin check on model transition not allowed."""
+        Domain.objects.create(name="wabbitseason.gov")
+
+        new_request = completed_domain_request(
+            status=DomainRequest.DomainRequestStatus.SUBMITTED, name="wabbitseason.gov"
+        )
+
+        # Create a request object with a superuser
+        request = self.factory.post("/admin/registrar/domainrequest/{}/change/".format(new_request.pk))
+        request.user = self.superuser
+
+        request.session = {}
+
+        # Use ExitStack to combine patch contexts
+        with ExitStack() as stack:
+            # Patch django.contrib.messages.error
+            stack.enter_context(patch.object(messages, "error"))
+
+            new_request.status = DomainRequest.DomainRequestStatus.APPROVED
+
+            self.admin.save_model(request, new_request, None, True)
+
+            messages.error.assert_called_once_with(
+                request,
+                "Cannot approve. Requested domain is already in use.",
+            )
+
+    @less_console_noise
+    def test_no_error_when_saving_to_approved_and_domain_exists(self):
+        """The negative of the redundant admin check on model transition not allowed."""
+        new_request = completed_domain_request(status=DomainRequest.DomainRequestStatus.SUBMITTED)
+
+        # Create a request object with a superuser
+        request = self.factory.post("/admin/registrar/domainrequest/{}/change/".format(new_request.pk))
+        request.user = self.superuser
+
+        request.session = {}
+
+        # Use ExitStack to combine patch contexts
+        with ExitStack() as stack:
+            # Patch Domain.is_active and django.contrib.messages.error simultaneously
+            stack.enter_context(patch.object(messages, "error"))
+
+            new_request.status = DomainRequest.DomainRequestStatus.APPROVED
+
+            self.admin.save_model(request, new_request, None, True)
+
+            # Assert that the error message was never called
+            messages.error.assert_not_called()
+
     def test_has_correct_filters(self):
         """
         This test verifies that DomainRequestAdmin has the correct filters set up.

src/registrar/tests/test_api.py

@@ -143,8 +143,8 @@ class GetActionNeededEmailForUserJsonTest(TestCase):
         )
         self.assertEqual(response.status_code, 200)
         data = response.json()
-        self.assertIn("action_needed_email", data)
+        self.assertIn("email", data)
-        self.assertIn("ORGANIZATION MAY NOT MEET ELIGIBILITY REQUIREMENTS", data["action_needed_email"])
+        self.assertIn("ORGANIZATION MAY NOT MEET ELIGIBILITY REQUIREMENTS", data["email"])
 
     @less_console_noise_decorator
     def test_get_action_needed_email_for_user_json_analyst(self):
@@ -160,8 +160,8 @@ class GetActionNeededEmailForUserJsonTest(TestCase):
         )
         self.assertEqual(response.status_code, 200)
         data = response.json()
-        self.assertIn("action_needed_email", data)
+        self.assertIn("email", data)
-        self.assertIn("SENIOR OFFICIAL DOES NOT MEET ELIGIBILITY REQUIREMENTS", data["action_needed_email"])
+        self.assertIn("SENIOR OFFICIAL DOES NOT MEET ELIGIBILITY REQUIREMENTS", data["email"])
 
     @less_console_noise_decorator
     def test_get_action_needed_email_for_user_json_regular(self):
@@ -176,3 +176,71 @@ class GetActionNeededEmailForUserJsonTest(TestCase):
             },
         )
         self.assertEqual(response.status_code, 302)
+
+
+class GetRejectionEmailForUserJsonTest(TestCase):
+    def setUp(self):
+        self.client = Client()
+        self.superuser = create_superuser()
+        self.analyst_user = create_user()
+        self.agency = FederalAgency.objects.create(agency="Test Agency")
+        self.domain_request = completed_domain_request(
+            federal_agency=self.agency,
+            name="test.gov",
+            status=DomainRequest.DomainRequestStatus.REJECTED,
+        )
+
+        self.api_url = reverse("get-rejection-email-for-user-json")
+
+    def tearDown(self):
+        DomainRequest.objects.all().delete()
+        User.objects.all().delete()
+        FederalAgency.objects.all().delete()
+
+    @less_console_noise_decorator
+    def test_get_rejected_email_for_user_json_superuser(self):
+        """Test that a superuser can fetch the action needed email."""
+        self.client.force_login(self.superuser)
+
+        response = self.client.get(
+            self.api_url,
+            {
+                "reason": DomainRequest.RejectionReasons.CONTACTS_NOT_VERIFIED,
+                "domain_request_id": self.domain_request.id,
+            },
+        )
+        self.assertEqual(response.status_code, 200)
+        data = response.json()
+        self.assertIn("email", data)
+        self.assertIn("we could not verify the organizational", data["email"])
+
+    @less_console_noise_decorator
+    def test_get_rejected_email_for_user_json_analyst(self):
+        """Test that an analyst can fetch the action needed email."""
+        self.client.force_login(self.analyst_user)
+
+        response = self.client.get(
+            self.api_url,
+            {
+                "reason": DomainRequest.RejectionReasons.CONTACTS_NOT_VERIFIED,
+                "domain_request_id": self.domain_request.id,
+            },
+        )
+        self.assertEqual(response.status_code, 200)
+        data = response.json()
+        self.assertIn("email", data)
+        self.assertIn("we could not verify the organizational", data["email"])
+
+    @less_console_noise_decorator
+    def test_get_rejected_email_for_user_json_regular(self):
+        """Test that a regular user receives a 403 with an error message."""
+        p = "password"
+        self.client.login(username="testuser", password=p)
+        response = self.client.get(
+            self.api_url,
+            {
+                "reason": DomainRequest.RejectionReasons.CONTACTS_NOT_VERIFIED,
+                "domain_request_id": self.domain_request.id,
+            },
+        )
+        self.assertEqual(response.status_code, 302)

src/registrar/tests/test_forms.py

@@ -33,7 +33,7 @@ class TestFormValidation(MockEppLib):
         form = OrganizationContactForm(data={"zipcode": "nah"})
         self.assertEqual(
             form.errors["zipcode"],
-            ["Enter a zip code in the form of 12345 or 12345-6789."],
+            ["Enter a 5-digit or 9-digit zip code, like 12345 or 12345-6789."],
         )
 
     def test_org_contact_zip_valid(self):

src/registrar/tests/test_models.py

@@ -1,7 +1,5 @@
 from django.forms import ValidationError
 from django.test import TestCase
-from django.db.utils import IntegrityError
-from django.db import transaction
 from unittest.mock import patch
 
 from django.test import RequestFactory
@@ -20,28 +18,24 @@ from registrar.models import (
     UserPortfolioPermission,
     AllowedEmail,
 )
-
 import boto3_mocking
 from registrar.models.portfolio import Portfolio
 from registrar.models.portfolio_invitation import PortfolioInvitation
 from registrar.models.transition_domain import TransitionDomain
 from registrar.models.utility.portfolio_helper import UserPortfolioPermissionChoices, UserPortfolioRoleChoices
 from registrar.models.verified_by_staff import VerifiedByStaff  # type: ignore
-from registrar.utility.constants import BranchChoices
 
 from .common import (
     MockSESClient,
-    less_console_noise,
     completed_domain_request,
-    set_domain_request_investigators,
     create_test_user,
 )
-from django_fsm import TransitionNotAllowed
 from waffle.testutils import override_flag
 
 from api.tests.common import less_console_noise_decorator
 
 
+<<<<<<< HEAD
 @boto3_mocking.patching
 class TestDomainRequest(TestCase):
     @less_console_noise_decorator
@@ -1059,6 +1053,8 @@ class TestPermissions(TestCase):
         self.assertTrue(UserDomainRole.objects.get(user=user, domain=domain))
 
 
+=======
+>>>>>>> origin/main
 class TestDomainInformation(TestCase):
     """Test the DomainInformation model, when approved or otherwise"""
 
@@ -1176,12 +1172,15 @@ class TestPortfolioInvitations(TestCase):
         self.invitation, _ = PortfolioInvitation.objects.get_or_create(
             email=self.email,
             portfolio=self.portfolio,
-            portfolio_roles=[self.portfolio_role_base, self.portfolio_role_admin],
+            roles=[self.portfolio_role_base, self.portfolio_role_admin],
-            portfolio_additional_permissions=[self.portfolio_permission_1, self.portfolio_permission_2],
+            additional_permissions=[self.portfolio_permission_1, self.portfolio_permission_2],
         )
 
     def tearDown(self):
         super().tearDown()
+        DomainInvitation.objects.all().delete()
+        DomainInformation.objects.all().delete()
+        Domain.objects.all().delete()
         UserPortfolioPermission.objects.all().delete()
         Portfolio.objects.all().delete()
         PortfolioInvitation.objects.all().delete()
@@ -1233,8 +1232,8 @@ class TestPortfolioInvitations(TestCase):
         PortfolioInvitation.objects.get_or_create(
             email=self.email,
             portfolio=portfolio2,
-            portfolio_roles=[self.portfolio_role_base, self.portfolio_role_admin],
+            roles=[self.portfolio_role_base, self.portfolio_role_admin],
-            portfolio_additional_permissions=[self.portfolio_permission_1, self.portfolio_permission_2],
+            additional_permissions=[self.portfolio_permission_1, self.portfolio_permission_2],
         )
         with override_flag("multiple_portfolios", active=True):
             self.user.check_portfolio_invitations_on_login()
@@ -1257,8 +1256,8 @@ class TestPortfolioInvitations(TestCase):
         PortfolioInvitation.objects.get_or_create(
             email=self.email,
             portfolio=portfolio2,
-            portfolio_roles=[self.portfolio_role_base, self.portfolio_role_admin],
+            roles=[self.portfolio_role_base, self.portfolio_role_admin],
-            portfolio_additional_permissions=[self.portfolio_permission_1, self.portfolio_permission_2],
+            additional_permissions=[self.portfolio_permission_1, self.portfolio_permission_2],
         )
         self.user.check_portfolio_invitations_on_login()
         self.user.refresh_from_db()
@@ -1269,6 +1268,52 @@ class TestPortfolioInvitations(TestCase):
         updated_invitation2, _ = PortfolioInvitation.objects.get_or_create(email=self.email, portfolio=portfolio2)
         self.assertEqual(updated_invitation2.status, PortfolioInvitation.PortfolioInvitationStatus.INVITED)
 
+    @less_console_noise_decorator
+    def test_get_managed_domains_count(self):
+        """Test that the correct number of domains, which are associated with the portfolio and
+        have invited the email of the portfolio invitation, are returned."""
+        # Add three domains, one which is in the portfolio and email is invited to,
+        # one which is in the portfolio and email is not invited to,
+        # and one which is email is invited to and not in the portfolio.
+        # Arrange
+        # domain_in_portfolio should not be included in the count
+        domain_in_portfolio, _ = Domain.objects.get_or_create(name="domain_in_portfolio.gov", state=Domain.State.READY)
+        DomainInformation.objects.get_or_create(creator=self.user, domain=domain_in_portfolio, portfolio=self.portfolio)
+        # domain_in_portfolio_and_invited should be included in the count
+        domain_in_portfolio_and_invited, _ = Domain.objects.get_or_create(
+            name="domain_in_portfolio_and_invited.gov", state=Domain.State.READY
+        )
+        DomainInformation.objects.get_or_create(
+            creator=self.user, domain=domain_in_portfolio_and_invited, portfolio=self.portfolio
+        )
+        DomainInvitation.objects.get_or_create(email=self.email, domain=domain_in_portfolio_and_invited)
+        # domain_invited should not be included in the count
+        domain_invited, _ = Domain.objects.get_or_create(name="domain_invited.gov", state=Domain.State.READY)
+        DomainInformation.objects.get_or_create(creator=self.user, domain=domain_invited)
+        DomainInvitation.objects.get_or_create(email=self.email, domain=domain_invited)
+
+        # Assert
+        self.assertEqual(self.invitation.get_managed_domains_count(), 1)
+
+    @less_console_noise_decorator
+    def test_get_portfolio_permissions(self):
+        """Test that get_portfolio_permissions returns the expected list of permissions,
+        based on the roles and permissions assigned to the invitation."""
+        # Arrange
+        test_permission_list = set()
+        # add the arrays that are defined in UserPortfolioPermission for member and admin
+        test_permission_list.update(
+            UserPortfolioPermission.PORTFOLIO_ROLE_PERMISSIONS.get(UserPortfolioRoleChoices.ORGANIZATION_MEMBER, [])
+        )
+        test_permission_list.update(
+            UserPortfolioPermission.PORTFOLIO_ROLE_PERMISSIONS.get(UserPortfolioRoleChoices.ORGANIZATION_ADMIN, [])
+        )
+        # add the permissions that are added to the invitation as additional_permissions
+        test_permission_list.update([self.portfolio_permission_1, self.portfolio_permission_2])
+        perm_list = list(test_permission_list)
+        # Verify
+        self.assertEquals(self.invitation.get_portfolio_permissions(), perm_list)
+
 
 class TestUserPortfolioPermission(TestCase):
     @less_console_noise_decorator
@@ -1338,6 +1383,40 @@ class TestUserPortfolioPermission(TestCase):
             ),
         )
 
+    @less_console_noise_decorator
+    def test_get_managed_domains_count(self):
+        """Test that the correct number of managed domains associated with the portfolio
+        are returned."""
+        # Add three domains, one which is in the portfolio and managed by the user,
+        # one which is in the portfolio and not managed by the user,
+        # and one which is managed by the user and not in the portfolio.
+        # Arrange
+        portfolio, _ = Portfolio.objects.get_or_create(creator=self.user, organization_name="Hotel California")
+        test_user = create_test_user()
+        portfolio_permission, _ = UserPortfolioPermission.objects.get_or_create(
+            portfolio=portfolio, user=test_user, roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
+        )
+        # domain_in_portfolio should not be included in the count
+        domain_in_portfolio, _ = Domain.objects.get_or_create(name="domain_in_portfolio.gov", state=Domain.State.READY)
+        DomainInformation.objects.get_or_create(creator=self.user, domain=domain_in_portfolio, portfolio=portfolio)
+        # domain_in_portfolio_and_managed should be included in the count
+        domain_in_portfolio_and_managed, _ = Domain.objects.get_or_create(
+            name="domain_in_portfolio_and_managed.gov", state=Domain.State.READY
+        )
+        DomainInformation.objects.get_or_create(
+            creator=self.user, domain=domain_in_portfolio_and_managed, portfolio=portfolio
+        )
+        UserDomainRole.objects.get_or_create(
+            user=test_user, domain=domain_in_portfolio_and_managed, role=UserDomainRole.Roles.MANAGER
+        )
+        # domain_managed should not be included in the count
+        domain_managed, _ = Domain.objects.get_or_create(name="domain_managed.gov", state=Domain.State.READY)
+        DomainInformation.objects.get_or_create(creator=self.user, domain=domain_managed)
+        UserDomainRole.objects.get_or_create(user=test_user, domain=domain_managed, role=UserDomainRole.Roles.MANAGER)
+
+        # Assert
+        self.assertEqual(portfolio_permission.get_managed_domains_count(), 1)
+
 
 class TestUser(TestCase):
     """Test actions that occur on user login,

src/registrar/tests/test_reports.py

@@ -6,7 +6,7 @@ from registrar.models import (
     Domain,
     UserDomainRole,
 )
-from registrar.models import Portfolio
+from registrar.models import Portfolio, DraftDomain
 from registrar.models.user_portfolio_permission import UserPortfolioPermission
 from registrar.models.utility.portfolio_helper import UserPortfolioRoleChoices
 from registrar.utility.csv_export import (
@@ -14,6 +14,7 @@ from registrar.utility.csv_export import (
     DomainDataType,
     DomainDataFederal,
     DomainDataTypeUser,
+    DomainRequestsDataType,
     DomainGrowth,
     DomainManaged,
     DomainUnmanaged,
@@ -389,6 +390,77 @@ class ExportDataTest(MockDbForIndividualTests, MockEppLib):
 
         return csv_content
 
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_requests", active=True)
+    def test_domain_request_data_type_user_with_portfolio(self):
+        """Tests DomainRequestsDataType export with portfolio permissions"""
+
+        # Create a portfolio and assign it to the user
+        portfolio = Portfolio.objects.create(creator=self.user, organization_name="Test Portfolio")
+        portfolio_permission, _ = UserPortfolioPermission.objects.get_or_create(portfolio=portfolio, user=self.user)
+
+        # Create DraftDomain objects
+        dd_1 = DraftDomain.objects.create(name="example1.com")
+        dd_2 = DraftDomain.objects.create(name="example2.com")
+        dd_3 = DraftDomain.objects.create(name="example3.com")
+
+        # Create some domain requests
+        dr_1 = DomainRequest.objects.create(creator=self.user, requested_domain=dd_1, portfolio=portfolio)
+        dr_2 = DomainRequest.objects.create(creator=self.user, requested_domain=dd_2)
+        dr_3 = DomainRequest.objects.create(creator=self.user, requested_domain=dd_3, portfolio=portfolio)
+
+        # Set up user permissions
+        portfolio_permission.roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
+        portfolio_permission.save()
+        portfolio_permission.refresh_from_db()
+
+        # Make a GET request using self.client to get a request object
+        request = get_wsgi_request_object(client=self.client, user=self.user)
+
+        # Get the CSV content
+        csv_content = self._run_domain_request_data_type_user_export(request)
+
+        # We expect only domain requests associated with the user's portfolio
+        self.assertIn(dd_1.name, csv_content)
+        self.assertIn(dd_3.name, csv_content)
+        self.assertNotIn(dd_2.name, csv_content)
+
+        # Get the csv content
+        csv_content = self._run_domain_request_data_type_user_export(request)
+        self.assertIn(dd_1.name, csv_content)
+        self.assertIn(dd_3.name, csv_content)
+        self.assertNotIn(dd_2.name, csv_content)
+
+        portfolio_permission.roles = [UserPortfolioRoleChoices.ORGANIZATION_MEMBER]
+        portfolio_permission.save()
+        portfolio_permission.refresh_from_db()
+
+        # Domain Request NOT in Portfolio
+        csv_content = self._run_domain_request_data_type_user_export(request)
+        self.assertNotIn(dd_1.name, csv_content)
+        self.assertNotIn(dd_3.name, csv_content)
+        self.assertNotIn(dd_2.name, csv_content)
+
+        # Clean up the created objects
+        dr_1.delete()
+        dr_2.delete()
+        dr_3.delete()
+        portfolio.delete()
+
+    def _run_domain_request_data_type_user_export(self, request):
+        """Helper function to run the exporting_dr_data_to_csv function on DomainRequestsDataType"""
+
+        csv_file = StringIO()
+
+        DomainRequestsDataType.exporting_dr_data_to_csv(csv_file, request=request)
+
+        csv_file.seek(0)
+
+        csv_content = csv_file.read()
+
+        return csv_content
+
     @less_console_noise_decorator
     def test_domain_data_full(self):
         """Shows security contacts, filtered by state"""

src/registrar/tests/test_views_domain.py

@@ -349,7 +349,10 @@ class TestDomainDetail(TestDomainOverview):
         detail_page = self.client.get(f"/domain/{domain.id}")
         # Check that alert message displays properly
         self.assertContains(
-            detail_page, "To manage information for this domain, you must add yourself as a domain manager."
+            detail_page,
+            "You don't have access to manage "
+            + domain.name
+            + ". If you need to make updates, contact one of the listed domain managers.",
         )
         # Check that user does not have option to Edit domain
         self.assertNotContains(detail_page, "Edit")

src/registrar/tests/test_views_domains_json.py

@@ -37,6 +37,7 @@ class GetDomainsJsonTest(TestWithUser, WebTest):
         UserDomainRole.objects.all().delete()
         UserPortfolioPermission.objects.all().delete()
         DomainInformation.objects.all().delete()
+        Domain.objects.all().delete()
         Portfolio.objects.all().delete()
         super().tearDown()
 

src/registrar/tests/test_views_members_json.py

@@ -1,6 +1,7 @@
 from django.urls import reverse
 
 from registrar.models.portfolio import Portfolio
+from registrar.models.portfolio_invitation import PortfolioInvitation
 from registrar.models.user import User
 from registrar.models.user_portfolio_permission import UserPortfolioPermission
 from registrar.models.utility.portfolio_helper import UserPortfolioPermissionChoices, UserPortfolioRoleChoices
@@ -38,6 +39,7 @@ class GetPortfolioMembersJsonTest(TestWithUser, WebTest):
             phone="8003114567",
             title="Admin",
         )
+        cls.email5 = "fifth@example.com"
 
         # Create Portfolio
         cls.portfolio = Portfolio.objects.create(creator=cls.user, organization_name="Test Portfolio")
@@ -67,6 +69,23 @@ class GetPortfolioMembersJsonTest(TestWithUser, WebTest):
             portfolio=cls.portfolio,
             roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN],
         )
+        PortfolioInvitation.objects.create(
+            email=cls.email5,
+            portfolio=cls.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN],
+            additional_permissions=[
+                UserPortfolioPermissionChoices.VIEW_MEMBERS,
+                UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            ],
+        )
+
+    @classmethod
+    def tearDownClass(cls):
+        PortfolioInvitation.objects.all().delete()
+        UserPortfolioPermission.objects.all().delete()
+        Portfolio.objects.all().delete()
+        User.objects.all().delete()
+        super().tearDownClass()
 
     def setUp(self):
         super().setUp()
@@ -83,14 +102,21 @@ class GetPortfolioMembersJsonTest(TestWithUser, WebTest):
         self.assertFalse(data["has_previous"])
         self.assertFalse(data["has_next"])
         self.assertEqual(data["num_pages"], 1)
-        self.assertEqual(data["total"], 4)
+        self.assertEqual(data["total"], 5)
-        self.assertEqual(data["unfiltered_total"], 4)
+        self.assertEqual(data["unfiltered_total"], 5)
 
         # Check the number of members
-        self.assertEqual(len(data["members"]), 4)
+        self.assertEqual(len(data["members"]), 5)
 
         # Check member fields
-        expected_emails = {self.user.email, self.user2.email, self.user3.email, self.user4.email}
+        expected_emails = {
+            self.user.email,
+            self.user2.email,
+            self.user3.email,
+            self.user4.email,
+            self.user4.email,
+            self.email5,
+        }
         actual_emails = {member["email"] for member in data["members"]}
         self.assertEqual(expected_emails, actual_emails)
 
@@ -123,8 +149,8 @@ class GetPortfolioMembersJsonTest(TestWithUser, WebTest):
         self.assertTrue(data["has_next"])
         self.assertFalse(data["has_previous"])
         self.assertEqual(data["num_pages"], 2)
-        self.assertEqual(data["total"], 14)
+        self.assertEqual(data["total"], 15)
-        self.assertEqual(data["unfiltered_total"], 14)
+        self.assertEqual(data["unfiltered_total"], 15)
 
         # Check the number of members on page 1
         self.assertEqual(len(data["members"]), 10)
@@ -142,7 +168,7 @@ class GetPortfolioMembersJsonTest(TestWithUser, WebTest):
         self.assertEqual(data["num_pages"], 2)
 
         # Check the number of members on page 2
-        self.assertEqual(len(data["members"]), 4)
+        self.assertEqual(len(data["members"]), 5)
 
     def test_search(self):
         """Test search functionality for portfolio members."""

src/registrar/tests/test_views_portfolio.py

@@ -10,6 +10,7 @@ from registrar.models import (
     UserDomainRole,
     User,
 )
+from registrar.models.portfolio_invitation import PortfolioInvitation
 from registrar.models.user_group import UserGroup
 from registrar.models.user_portfolio_permission import UserPortfolioPermission
 from registrar.models.utility.portfolio_helper import UserPortfolioPermissionChoices, UserPortfolioRoleChoices
@@ -288,9 +289,9 @@ class TestPortfolio(WebTest):
     def test_accessible_pages_when_user_does_not_have_role(self):
         """Test that admin / memmber roles are associated with the right access"""
         self.app.set_user(self.user.username)
-        portfolio_roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
+        roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
         portfolio_permission, _ = UserPortfolioPermission.objects.get_or_create(
-            user=self.user, portfolio=self.portfolio, roles=portfolio_roles
+            user=self.user, portfolio=self.portfolio, roles=roles
         )
         with override_flag("organization_feature", active=True):
             # This will redirect the user to the portfolio page.
@@ -398,8 +399,8 @@ class TestPortfolio(WebTest):
         """When organization_feature flag is true and user has a portfolio,
         the portfolio should be set in session."""
         self.client.force_login(self.user)
-        portfolio_roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
+        roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
-        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=portfolio_roles)
+        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=roles)
         with override_flag("organization_feature", active=True):
             response = self.client.get(reverse("home"))
             # Ensure that middleware processes the session
@@ -420,8 +421,8 @@ class TestPortfolio(WebTest):
         This test also satisfies the condition when multiple_portfolios flag
         is false and user has a portfolio, so won't add a redundant test for that."""
         self.client.force_login(self.user)
-        portfolio_roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
+        roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
-        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=portfolio_roles)
+        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=roles)
         response = self.client.get(reverse("home"))
         # Ensure that middleware processes the session
         session_middleware = SessionMiddleware(lambda request: None)
@@ -457,8 +458,8 @@ class TestPortfolio(WebTest):
         """When multiple_portfolios flag is true and user has a portfolio,
         the portfolio should be set in session."""
         self.client.force_login(self.user)
-        portfolio_roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
+        roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
-        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=portfolio_roles)
+        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=roles)
         with override_flag("organization_feature", active=True), override_flag("multiple_portfolios", active=True):
             response = self.client.get(reverse("home"))
             # Ensure that middleware processes the session
@@ -817,7 +818,6 @@ class TestPortfolio(WebTest):
 
         # Verify that view-only settings are sent in the dynamic HTML
         response = self.client.get(reverse("get_portfolio_members_json") + f"?portfolio={self.portfolio.pk}")
-        print(response.content)
         self.assertContains(response, '"action_label": "View"')
         self.assertContains(response, '"svg_icon": "visibility"')
 
@@ -856,6 +856,230 @@ class TestPortfolio(WebTest):
         # TerminalHelper.colorful_logger(logger.info, TerminalColors.OKCYAN, f"{response.content}")
         self.assertContains(response, '"is_admin": true')
 
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    def test_cannot_view_member_page_when_flag_is_off(self):
+        """Test that user cannot access the member page when waffle flag is off"""
+
+        # Verify that the user cannot access the member page
+        self.client.force_login(self.user)
+        response = self.client.get(reverse("member", kwargs={"pk": 1}), follow=True)
+        # Make sure the page is denied
+        self.assertEqual(response.status_code, 403)
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_cannot_view_member_page_when_user_has_no_permission(self):
+        """Test that user cannot access the member page without proper permission"""
+
+        # give user base permissions
+        UserPortfolioPermission.objects.get_or_create(
+            user=self.user,
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_MEMBER],
+        )
+
+        # Verify that the user cannot access the member page
+        self.client.force_login(self.user)
+        response = self.client.get(reverse("member", kwargs={"pk": 1}), follow=True)
+        # Make sure the page is denied
+        self.assertEqual(response.status_code, 403)
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_can_view_member_page_when_user_has_view_members(self):
+        """Test that user can access the member page with view_members permission"""
+
+        # Arrange
+        # give user permissions to view members
+        permission_obj, _ = UserPortfolioPermission.objects.get_or_create(
+            user=self.user,
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_MEMBER],
+            additional_permissions=[
+                UserPortfolioPermissionChoices.VIEW_MEMBERS,
+            ],
+        )
+
+        # Verify the page can be accessed
+        self.client.force_login(self.user)
+        response = self.client.get(reverse("member", kwargs={"pk": permission_obj.pk}), follow=True)
+        self.assertEqual(response.status_code, 200)
+
+        # Assert text within the page is correct
+        self.assertContains(response, "First Last")
+        self.assertContains(response, self.user.email)
+        self.assertContains(response, "Basic access")
+        self.assertContains(response, "No access")
+        self.assertContains(response, "View all members")
+        self.assertContains(response, "This member does not manage any domains.")
+
+        # Assert buttons and links within the page are correct
+        self.assertNotContains(response, "usa-button--more-actions")  # test that 3 dot is not present
+        self.assertNotContains(response, "sprite.svg#edit")  # test that Edit link is not present
+        self.assertNotContains(response, "sprite.svg#settings")  # test that Manage link is not present
+        self.assertContains(response, "sprite.svg#visibility")  # test that View link is present
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_can_view_member_page_when_user_has_edit_members(self):
+        """Test that user can access the member page with edit_members permission"""
+
+        # Arrange
+        # give user permissions to view AND manage members
+        permission_obj, _ = UserPortfolioPermission.objects.get_or_create(
+            user=self.user,
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN],
+            additional_permissions=[
+                UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            ],
+        )
+
+        # Verify the page can be accessed
+        self.client.force_login(self.user)
+        response = self.client.get(reverse("member", kwargs={"pk": permission_obj.pk}), follow=True)
+        self.assertEqual(response.status_code, 200)
+
+        # Assert text within the page is correct
+        self.assertContains(response, "First Last")
+        self.assertContains(response, self.user.email)
+        self.assertContains(response, "Admin access")
+        self.assertContains(response, "View all requests plus create requests")
+        self.assertContains(response, "View all members plus manage members")
+        self.assertContains(
+            response, 'This member does not manage any domains. To assign this member a domain, click "Manage"'
+        )
+
+        # Assert buttons and links within the page are correct
+        self.assertContains(response, "usa-button--more-actions")  # test that 3 dot is present
+        self.assertContains(response, "sprite.svg#edit")  # test that Edit link is present
+        self.assertContains(response, "sprite.svg#settings")  # test that Manage link is present
+        self.assertNotContains(response, "sprite.svg#visibility")  # test that View link is not present
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    def test_cannot_view_invitedmember_page_when_flag_is_off(self):
+        """Test that user cannot access the invitedmember page when waffle flag is off"""
+
+        # Verify that the user cannot access the member page
+        self.client.force_login(self.user)
+        response = self.client.get(reverse("invitedmember", kwargs={"pk": 1}), follow=True)
+        # Make sure the page is denied
+        self.assertEqual(response.status_code, 403)
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_cannot_view_invitedmember_page_when_user_has_no_permission(self):
+        """Test that user cannot access the invitedmember page without proper permission"""
+
+        # give user base permissions
+        UserPortfolioPermission.objects.get_or_create(
+            user=self.user,
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_MEMBER],
+        )
+
+        # Verify that the user cannot access the member page
+        self.client.force_login(self.user)
+        response = self.client.get(reverse("invitedmember", kwargs={"pk": 1}), follow=True)
+        # Make sure the page is denied
+        self.assertEqual(response.status_code, 403)
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_can_view_invitedmember_page_when_user_has_view_members(self):
+        """Test that user can access the invitedmember page with view_members permission"""
+
+        # Arrange
+        # give user permissions to view members
+        UserPortfolioPermission.objects.get_or_create(
+            user=self.user,
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_MEMBER],
+            additional_permissions=[
+                UserPortfolioPermissionChoices.VIEW_MEMBERS,
+            ],
+        )
+        portfolio_invitation, _ = PortfolioInvitation.objects.get_or_create(
+            email="info@example.com",
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_MEMBER],
+            additional_permissions=[
+                UserPortfolioPermissionChoices.VIEW_MEMBERS,
+            ],
+        )
+
+        # Verify the page can be accessed
+        self.client.force_login(self.user)
+        response = self.client.get(reverse("invitedmember", kwargs={"pk": portfolio_invitation.pk}), follow=True)
+        self.assertEqual(response.status_code, 200)
+
+        # Assert text within the page is correct
+        self.assertContains(response, "Invited")
+        self.assertContains(response, portfolio_invitation.email)
+        self.assertContains(response, "Basic access")
+        self.assertContains(response, "No access")
+        self.assertContains(response, "View all members")
+        self.assertContains(response, "This member does not manage any domains.")
+
+        # Assert buttons and links within the page are correct
+        self.assertNotContains(response, "usa-button--more-actions")  # test that 3 dot is not present
+        self.assertNotContains(response, "sprite.svg#edit")  # test that Edit link is not present
+        self.assertNotContains(response, "sprite.svg#settings")  # test that Manage link is not present
+        self.assertContains(response, "sprite.svg#visibility")  # test that View link is present
+
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_members", active=True)
+    def test_can_view_invitedmember_page_when_user_has_edit_members(self):
+        """Test that user can access the invitedmember page with edit_members permission"""
+
+        # Arrange
+        # give user permissions to view AND manage members
+        permission_obj, _ = UserPortfolioPermission.objects.get_or_create(
+            user=self.user,
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN],
+            additional_permissions=[
+                UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            ],
+        )
+        portfolio_invitation, _ = PortfolioInvitation.objects.get_or_create(
+            email="info@example.com",
+            portfolio=self.portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN],
+            additional_permissions=[
+                UserPortfolioPermissionChoices.EDIT_MEMBERS,
+            ],
+        )
+
+        # Verify the page can be accessed
+        self.client.force_login(self.user)
+        response = self.client.get(reverse("invitedmember", kwargs={"pk": portfolio_invitation.pk}), follow=True)
+        self.assertEqual(response.status_code, 200)
+
+        # Assert text within the page is correct
+        self.assertContains(response, "Invited")
+        self.assertContains(response, portfolio_invitation.email)
+        self.assertContains(response, "Admin access")
+        self.assertContains(response, "View all requests plus create requests")
+        self.assertContains(response, "View all members plus manage members")
+        self.assertContains(
+            response, 'This member does not manage any domains. To assign this member a domain, click "Manage"'
+        )
+
+        # Assert buttons and links within the page are correct
+        self.assertContains(response, "usa-button--more-actions")  # test that 3 dot is present
+        self.assertContains(response, "sprite.svg#edit")  # test that Edit link is present
+        self.assertContains(response, "sprite.svg#settings")  # test that Manage link is present
+        self.assertNotContains(response, "sprite.svg#visibility")  # test that View link is not present
+
     @less_console_noise_decorator
     @override_flag("organization_feature", active=True)
     def test_portfolio_domain_requests_page_when_user_has_no_permissions(self):
@@ -1015,8 +1239,8 @@ class TestPortfolio(WebTest):
     def test_portfolio_cache_updates_when_modified(self):
         """Test that the portfolio in session updates when the portfolio is modified"""
         self.client.force_login(self.user)
-        portfolio_roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
+        roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
-        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=portfolio_roles)
+        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=roles)
 
         with override_flag("organization_feature", active=True):
             # Initial request to set the portfolio in session
@@ -1044,8 +1268,8 @@ class TestPortfolio(WebTest):
     def test_portfolio_cache_updates_when_flag_disabled_while_logged_in(self):
         """Test that the portfolio in session is set to None when the organization_feature flag is disabled"""
         self.client.force_login(self.user)
-        portfolio_roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
+        roles = [UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
-        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=portfolio_roles)
+        UserPortfolioPermission.objects.get_or_create(user=self.user, portfolio=self.portfolio, roles=roles)
 
         with override_flag("organization_feature", active=True):
             # Initial request to set the portfolio in session

src/registrar/tests/test_views_request.py

@@ -43,7 +43,7 @@ class DomainRequestTests(TestWithUser, WebTest):
         super().setUp()
         self.federal_agency, _ = FederalAgency.objects.get_or_create(agency="General Services Administration")
         self.app.set_user(self.user.username)
-        self.TITLES = DomainRequestWizard.TITLES
+        self.TITLES = DomainRequestWizard.REGULAR_TITLES
 
     def tearDown(self):
         super().tearDown()
@@ -82,7 +82,6 @@ class DomainRequestTests(TestWithUser, WebTest):
         response = self.app.get(f"/domain-request/{domain_request.id}")
         # Ensure that the date is still set to None
         self.assertIsNone(domain_request.last_status_update)
-        print(response)
         # We should still grab a date for this field in this event - but it should come from the audit log instead
         self.assertContains(response, "Started on:")
         self.assertContains(response, fixed_date.strftime("%B %-d, %Y"))
@@ -522,7 +521,8 @@ class DomainRequestTests(TestWithUser, WebTest):
         # And the existence of the modal's data parked and ready for the js init.
         # The next assert also tests for the passed requested domain context from
         # the view > domain_request_form > modal
-        self.assertContains(review_page, "You are about to submit a domain request for city.gov")
+        self.assertContains(review_page, "You are about to submit a domain request for")
+        self.assertContains(review_page, "city.gov")
 
         # final submission results in a redirect to the "finished" URL
         self.app.set_cookie(settings.SESSION_COOKIE_NAME, session_id)
@@ -2742,6 +2742,66 @@ class DomainRequestTests(TestWithUser, WebTest):
         self.assertContains(review_page, "toggle-submit-domain-request")
         self.assertContains(review_page, "Your request form is incomplete")
 
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_requests", active=True)
+    def test_portfolio_user_missing_edit_permissions(self):
+        """Tests that a portfolio user without edit request permissions cannot edit or add new requests"""
+        portfolio, _ = Portfolio.objects.get_or_create(creator=self.user, organization_name="Test Portfolio")
+        portfolio_perm, _ = UserPortfolioPermission.objects.get_or_create(
+            user=self.user, portfolio=portfolio, roles=[UserPortfolioRoleChoices.ORGANIZATION_MEMBER]
+        )
+        # This user should be forbidden from creating new domain requests
+        intro_page = self.app.get(reverse("domain-request:"), expect_errors=True)
+        self.assertEqual(intro_page.status_code, 403)
+
+        # This user should also be forbidden from editing existing ones
+        domain_request = completed_domain_request(user=self.user)
+        edit_page = self.app.get(reverse("edit-domain-request", kwargs={"id": domain_request.pk}), expect_errors=True)
+        self.assertEqual(edit_page.status_code, 403)
+
+        # Cleanup
+        portfolio_perm.delete()
+        portfolio.delete()
+
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_requests", active=True)
+    def test_portfolio_user_with_edit_permissions(self):
+        """Tests that a portfolio user with edit request permissions can edit and add new requests"""
+        portfolio, _ = Portfolio.objects.get_or_create(creator=self.user, organization_name="Test Portfolio")
+        portfolio_perm, _ = UserPortfolioPermission.objects.get_or_create(
+            user=self.user, portfolio=portfolio, roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN]
+        )
+
+        # This user should be allowed to create new domain requests
+        intro_page = self.app.get(reverse("domain-request:"))
+        self.assertEqual(intro_page.status_code, 200)
+
+        # This user should also be allowed to edit existing ones
+        domain_request = completed_domain_request(user=self.user)
+        edit_page = self.app.get(reverse("edit-domain-request", kwargs={"id": domain_request.pk})).follow()
+        self.assertEqual(edit_page.status_code, 200)
+
+        # Cleanup
+        DomainRequest.objects.all().delete()
+        portfolio_perm.delete()
+        portfolio.delete()
+
+    def test_non_creator_access(self):
+        """Tests that a user cannot edit a domain request they didn't create"""
+        p = "password"
+        other_user = User.objects.create_user(username="other_user", password=p)
+        domain_request = completed_domain_request(user=other_user)
+
+        edit_page = self.app.get(reverse("edit-domain-request", kwargs={"id": domain_request.pk}), expect_errors=True)
+        self.assertEqual(edit_page.status_code, 403)
+
+    def test_creator_access(self):
+        """Tests that a user can edit a domain request they created"""
+        domain_request = completed_domain_request(user=self.user)
+
+        edit_page = self.app.get(reverse("edit-domain-request", kwargs={"id": domain_request.pk})).follow()
+        self.assertEqual(edit_page.status_code, 200)
+
 
 class DomainRequestTestDifferentStatuses(TestWithUser, WebTest):
     def setUp(self):
@@ -2904,7 +2964,7 @@ class DomainRequestTestDifferentStatuses(TestWithUser, WebTest):
         self.assertNotContains(home_page, "city.gov")
 
 
-class TestWizardUnlockingSteps(TestWithUser, WebTest):
+class TestDomainRequestWizard(TestWithUser, WebTest):
     def setUp(self):
         super().setUp()
         self.app.set_user(self.user.username)
@@ -3026,6 +3086,94 @@ class TestWizardUnlockingSteps(TestWithUser, WebTest):
         else:
             self.fail(f"Expected a redirect, but got a different response: {response}")
 
+    @less_console_noise_decorator
+    @override_flag("organization_feature", active=True)
+    @override_flag("organization_requests", active=True)
+    def test_wizard_steps_portfolio(self):
+        """
+        Tests the behavior of the domain request wizard for portfolios.
+        Ensures that:
+        - The user can access the organization page.
+        - The expected number of steps are locked/unlocked (implicit test for expected steps).
+        - The user lands on the "Requesting entity" page
+        - The user does not see the Domain and Domain requests buttons
+        """
+
+        # This should unlock 4 steps by default.
+        # Purpose, .gov domain, current websites, and requirements for operating
+        domain_request = completed_domain_request(
+            status=DomainRequest.DomainRequestStatus.STARTED,
+            user=self.user,
+        )
+        domain_request.anything_else = None
+        domain_request.save()
+
+        federal_agency = FederalAgency.objects.get(agency="Non-Federal Agency")
+        # Add a portfolio
+        portfolio = Portfolio.objects.create(
+            creator=self.user,
+            organization_name="test portfolio",
+            federal_agency=federal_agency,
+        )
+
+        user_portfolio_permission = UserPortfolioPermission.objects.create(
+            user=self.user,
+            portfolio=portfolio,
+            roles=[UserPortfolioRoleChoices.ORGANIZATION_ADMIN],
+        )
+
+        response = self.app.get(f"/domain-request/{domain_request.id}/edit/")
+        # django-webtest does not handle cookie-based sessions well because it keeps
+        # resetting the session key on each new request, thus destroying the concept
+        # of a "session". We are going to do it manually, saving the session ID here
+        # and then setting the cookie on each request.
+        session_id = self.app.cookies[settings.SESSION_COOKIE_NAME]
+        self.app.set_cookie(settings.SESSION_COOKIE_NAME, session_id)
+
+        # Check if the response is a redirect
+        if response.status_code == 302:
+            # Follow the redirect manually
+            try:
+                detail_page = response.follow()
+
+                self.wizard.get_context_data()
+            except Exception as err:
+                # Handle any potential errors while following the redirect
+                self.fail(f"Error following the redirect {err}")
+
+            # Now 'detail_page' contains the response after following the redirect
+            self.assertEqual(detail_page.status_code, 200)
+
+            # Assert that we're on the organization page
+            self.assertContains(detail_page, portfolio.organization_name)
+
+            # We should only see one unlocked step
+            self.assertContains(detail_page, "#check_circle", count=4)
+
+            # One pages should still be locked (additional details)
+            self.assertContains(detail_page, "#lock", 1)
+
+            # The current option should be selected
+            self.assertContains(detail_page, "usa-current", count=1)
+
+            # We default to the requesting entity page
+            expected_url = reverse("domain-request:portfolio_requesting_entity")
+            # This returns the entire url, thus "in"
+            self.assertIn(expected_url, detail_page.request.url)
+
+            # We shouldn't show the "domains" and "domain requests" buttons
+            # on this page.
+            self.assertNotContains(detail_page, "Domains")
+            self.assertNotContains(detail_page, "Domain requests")
+        else:
+            self.fail(f"Expected a redirect, but got a different response: {response}")
+
+        # Data cleanup
+        user_portfolio_permission.delete()
+        portfolio.delete()
+        federal_agency.delete()
+        domain_request.delete()
+
 
 class TestPortfolioDomainRequestViewonly(TestWithUser, WebTest):
 
@@ -3037,7 +3185,7 @@ class TestPortfolioDomainRequestViewonly(TestWithUser, WebTest):
         super().setUp()
         self.federal_agency, _ = FederalAgency.objects.get_or_create(agency="General Services Administration")
         self.app.set_user(self.user.username)
-        self.TITLES = DomainRequestWizard.TITLES
+        self.TITLES = DomainRequestWizard.REGULAR_TITLES
 
     def tearDown(self):
         super().tearDown()

src/registrar/utility/admin_helpers.py

@@ -6,36 +6,39 @@ from django.utils.html import escape
 from registrar.models.utility.generic_helper import value_of_attribute
 
 
-def get_all_action_needed_reason_emails(request, domain_request):
+def get_action_needed_reason_default_email(domain_request, action_needed_reason):
-    """Returns a dictionary of every action needed reason and its associated email
-    for this particular domain request."""
-
-    emails = {}
-    for action_needed_reason in domain_request.ActionNeededReasons:
-        # Map the action_needed_reason to its default email
-        emails[action_needed_reason.value] = get_action_needed_reason_default_email(
-            request, domain_request, action_needed_reason.value
-        )
-
-    return emails
-
-
-def get_action_needed_reason_default_email(request, domain_request, action_needed_reason):
     """Returns the default email associated with the given action needed reason"""
-    if not action_needed_reason or action_needed_reason == DomainRequest.ActionNeededReasons.OTHER:
+    return _get_default_email(
+        domain_request,
+        file_path=f"emails/action_needed_reasons/{action_needed_reason}.txt",
+        reason=action_needed_reason,
+        excluded_reasons=[DomainRequest.ActionNeededReasons.OTHER],
+    )
+
+
+def get_rejection_reason_default_email(domain_request, rejection_reason):
+    """Returns the default email associated with the given rejection reason"""
+    return _get_default_email(
+        domain_request,
+        file_path="emails/status_change_rejected.txt",
+        reason=rejection_reason,
+        # excluded_reasons=[DomainRequest.RejectionReasons.OTHER]
+    )
+
+
+def _get_default_email(domain_request, file_path, reason, excluded_reasons=None):
+    if not reason:
+        return None
+
+    if excluded_reasons and reason in excluded_reasons:
         return None
 
     recipient = domain_request.creator
     # Return the context of the rendered views
-    context = {"domain_request": domain_request, "recipient": recipient}
+    context = {"domain_request": domain_request, "recipient": recipient, "reason": reason}
 
-    # Get the email body
+    email_body_text = get_template(file_path).render(context=context)
-    template_path = f"emails/action_needed_reasons/{action_needed_reason}.txt"
+    email_body_text_cleaned = email_body_text.strip().lstrip("\n") if email_body_text else None
-
-    email_body_text = get_template(template_path).render(context=context)
-    email_body_text_cleaned = None
-    if email_body_text:
-        email_body_text_cleaned = email_body_text.strip().lstrip("\n")
 
     return email_body_text_cleaned
 

src/registrar/utility/csv_export.py

@@ -583,6 +583,105 @@ class DomainDataTypeUser(DomainDataType):
             return Q(domain__id__in=request.user.get_user_domain_ids(request))
 
 
+class DomainRequestsDataType:
+    """
+    The DomainRequestsDataType report, but filtered based on the current request user
+    """
+
+    @classmethod
+    def get_filter_conditions(cls, request=None):
+        if request is None or not hasattr(request, "user") or not request.user.is_authenticated:
+            return Q(id__in=[])
+
+        request_ids = request.user.get_user_domain_request_ids(request)
+        return Q(id__in=request_ids)
+
+    @classmethod
+    def get_queryset(cls, request):
+        return DomainRequest.objects.filter(cls.get_filter_conditions(request))
+
+    def safe_get(attribute, default="N/A"):
+        # Return the attribute value or default if not present
+        return attribute if attribute is not None else default
+
+    @classmethod
+    def exporting_dr_data_to_csv(cls, response, request=None):
+        import csv
+
+        writer = csv.writer(response)
+
+        # CSV headers
+        writer.writerow(
+            [
+                "Domain request",
+                "Region",
+                "Status",
+                "Election office",
+                "Federal type",
+                "Domain type",
+                "Request additional details",
+                "Creator approved domains count",
+                "Creator active requests count",
+                "Alternative domains",
+                "Other contacts",
+                "Current websites",
+                "Federal agency",
+                "SO first name",
+                "SO last name",
+                "SO email",
+                "SO title/role",
+                "Creator first name",
+                "Creator last name",
+                "Creator email",
+                "Organization name",
+                "City",
+                "State/territory",
+                "Request purpose",
+                "CISA regional representative",
+                "Last submitted date",
+                "First submitted date",
+                "Last status update",
+            ]
+        )
+
+        queryset = cls.get_queryset(request)
+        for request in queryset:
+            writer.writerow(
+                [
+                    request.requested_domain,
+                    cls.safe_get(getattr(request, "region_field", None)),
+                    request.status,
+                    cls.safe_get(getattr(request, "election_office", None)),
+                    request.federal_type,
+                    cls.safe_get(getattr(request, "domain_type", None)),
+                    cls.safe_get(getattr(request, "additional_details", None)),
+                    cls.safe_get(getattr(request, "creator_approved_domains_count", None)),
+                    cls.safe_get(getattr(request, "creator_active_requests_count", None)),
+                    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.senior_official, "first_name", None)),
+                    cls.safe_get(getattr(request.senior_official, "last_name", None)),
+                    cls.safe_get(getattr(request.senior_official, "email", None)),
+                    cls.safe_get(getattr(request.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, "city", None)),
+                    cls.safe_get(getattr(request, "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)),
+                    cls.safe_get(getattr(request, "first_submitted_date", None)),
+                    cls.safe_get(getattr(request, "last_status_update", None)),
+                ]
+            )
+
+        return response
+
+
 class DomainDataFull(DomainExport):
     """
     Shows security contacts, filtered by state

src/registrar/utility/enums.py

@@ -74,10 +74,13 @@ class PortfolioDomainRequestStep(StrEnum):
     appear in the order they are defined. (Order matters.)
     """
 
-    # Portfolio
+    # NOTE: Append portfolio_ when customizing a view for portfolio.
-    REQUESTING_ENTITY = "organization_name"
+    # By default, these will redirect to the normal request flow views.
+    # After creating a new view, you will need to add this to urls.py.
+    REQUESTING_ENTITY = "portfolio_requesting_entity"
     CURRENT_SITES = "current_sites"
     DOTGOV_DOMAIN = "dotgov_domain"
     PURPOSE = "purpose"
-    ADDITIONAL_DETAILS = "additional_details"
+    ADDITIONAL_DETAILS = "portfolio_additional_details"
     REQUIREMENTS = "requirements"
+    REVIEW = "review"

src/registrar/utility/errors.py

@@ -240,7 +240,7 @@ class SecurityEmailError(Exception):
     """
 
     _error_mapping = {
-        SecurityEmailErrorCodes.BAD_DATA: ("Enter an email address in the required format, " "like name@example.com."),
+        SecurityEmailErrorCodes.BAD_DATA: ("Enter an email address in the required format, like name@example.com."),
     }
 
     def __init__(self, *args, code=None, **kwargs):

src/registrar/views/domain_request.py

@@ -43,8 +43,8 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
     although not without consulting the base implementation, first.
     """
 
-    StepEnum: Step = Step  # type: ignore
     template_name = ""
+    is_portfolio = False
 
     # uniquely namespace the wizard in urls.py
     # (this is not seen _in_ urls, only for Django's internal naming)
@@ -54,42 +54,140 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
     # name for accessing /domain-request/<id>/edit
     EDIT_URL_NAME = "edit-domain-request"
     NEW_URL_NAME = "/request/"
+
+    # region: Titles
     # We need to pass our human-readable step titles as context to the templates.
-    TITLES = {
+    REGULAR_TITLES = {
-        StepEnum.ORGANIZATION_TYPE: _("Type of organization"),
+        Step.ORGANIZATION_TYPE: _("Type of organization"),
-        StepEnum.TRIBAL_GOVERNMENT: _("Tribal government"),
+        Step.TRIBAL_GOVERNMENT: _("Tribal government"),
-        StepEnum.ORGANIZATION_FEDERAL: _("Federal government branch"),
+        Step.ORGANIZATION_FEDERAL: _("Federal government branch"),
-        StepEnum.ORGANIZATION_ELECTION: _("Election office"),
+        Step.ORGANIZATION_ELECTION: _("Election office"),
-        StepEnum.ORGANIZATION_CONTACT: _("Organization"),
+        Step.ORGANIZATION_CONTACT: _("Organization"),
-        StepEnum.ABOUT_YOUR_ORGANIZATION: _("About your organization"),
+        Step.ABOUT_YOUR_ORGANIZATION: _("About your organization"),
-        StepEnum.SENIOR_OFFICIAL: _("Senior official"),
+        Step.SENIOR_OFFICIAL: _("Senior official"),
-        StepEnum.CURRENT_SITES: _("Current websites"),
+        Step.CURRENT_SITES: _("Current websites"),
-        StepEnum.DOTGOV_DOMAIN: _(".gov domain"),
+        Step.DOTGOV_DOMAIN: _(".gov domain"),
-        StepEnum.PURPOSE: _("Purpose of your domain"),
+        Step.PURPOSE: _("Purpose of your domain"),
-        StepEnum.OTHER_CONTACTS: _("Other employees from your organization"),
+        Step.OTHER_CONTACTS: _("Other employees from your organization"),
-        StepEnum.ADDITIONAL_DETAILS: _("Additional details"),
+        Step.ADDITIONAL_DETAILS: _("Additional details"),
-        StepEnum.REQUIREMENTS: _("Requirements for operating a .gov domain"),
+        Step.REQUIREMENTS: _("Requirements for operating a .gov domain"),
-        StepEnum.REVIEW: _("Review and submit your domain request"),
+        Step.REVIEW: _("Review and submit your domain request"),
     }
 
+    # Titles for the portfolio context
+    PORTFOLIO_TITLES = {
+        PortfolioDomainRequestStep.REQUESTING_ENTITY: _("Requesting entity"),
+        PortfolioDomainRequestStep.CURRENT_SITES: _("Current websites"),
+        PortfolioDomainRequestStep.DOTGOV_DOMAIN: _(".gov domain"),
+        PortfolioDomainRequestStep.PURPOSE: _("Purpose of your domain"),
+        PortfolioDomainRequestStep.ADDITIONAL_DETAILS: _("Additional details"),
+        PortfolioDomainRequestStep.REQUIREMENTS: _("Requirements for operating a .gov domain"),
+        PortfolioDomainRequestStep.REVIEW: _("Review and submit your domain request"),
+    }
+    # endregion
+
+    # region: Wizard conditions
     # We can use a dictionary with step names and callables that return booleans
     # to show or hide particular steps based on the state of the process.
-    WIZARD_CONDITIONS = {
+    REGULAR_WIZARD_CONDITIONS = {
-        StepEnum.ORGANIZATION_FEDERAL: lambda w: w.from_model("show_organization_federal", False),
+        Step.ORGANIZATION_FEDERAL: lambda w: w.from_model("show_organization_federal", False),
-        StepEnum.TRIBAL_GOVERNMENT: lambda w: w.from_model("show_tribal_government", False),
+        Step.TRIBAL_GOVERNMENT: lambda w: w.from_model("show_tribal_government", False),
-        StepEnum.ORGANIZATION_ELECTION: lambda w: w.from_model("show_organization_election", False),
+        Step.ORGANIZATION_ELECTION: lambda w: w.from_model("show_organization_election", False),
-        StepEnum.ABOUT_YOUR_ORGANIZATION: lambda w: w.from_model("show_about_your_organization", False),
+        Step.ABOUT_YOUR_ORGANIZATION: lambda w: w.from_model("show_about_your_organization", False),
     }
 
+    PORTFOLIO_WIZARD_CONDITIONS = {}  # type: ignore
+    # endregion
+
+    # region: Unlocking steps
+    # The conditions by which each step is "unlocked" or "locked"
+    REGULAR_UNLOCKING_STEPS = {
+        Step.ORGANIZATION_TYPE: lambda self: self.domain_request.generic_org_type is not None,
+        Step.TRIBAL_GOVERNMENT: lambda self: self.domain_request.tribe_name is not None,
+        Step.ORGANIZATION_FEDERAL: lambda self: self.domain_request.federal_type is not None,
+        Step.ORGANIZATION_ELECTION: lambda self: self.domain_request.is_election_board is not None,
+        Step.ORGANIZATION_CONTACT: lambda self: (
+            self.domain_request.federal_agency is not None
+            or self.domain_request.organization_name is not None
+            or self.domain_request.address_line1 is not None
+            or self.domain_request.city is not None
+            or self.domain_request.state_territory is not None
+            or self.domain_request.zipcode is not None
+            or self.domain_request.urbanization is not None
+        ),
+        Step.ABOUT_YOUR_ORGANIZATION: lambda self: self.domain_request.about_your_organization is not None,
+        Step.SENIOR_OFFICIAL: lambda self: self.domain_request.senior_official is not None,
+        Step.CURRENT_SITES: lambda self: (
+            self.domain_request.current_websites.exists() or self.domain_request.requested_domain is not None
+        ),
+        Step.DOTGOV_DOMAIN: lambda self: self.domain_request.requested_domain is not None,
+        Step.PURPOSE: lambda self: self.domain_request.purpose is not None,
+        Step.OTHER_CONTACTS: lambda self: (
+            self.domain_request.other_contacts.exists() or self.domain_request.no_other_contacts_rationale is not None
+        ),
+        Step.ADDITIONAL_DETAILS: lambda self: (
+            # Additional details is complete as long as "has anything else" and "has cisa rep" are not None
+            (
+                self.domain_request.has_anything_else_text is not None
+                and self.domain_request.has_cisa_representative is not None
+            )
+        ),
+        Step.REQUIREMENTS: lambda self: self.domain_request.is_policy_acknowledged is not None,
+        Step.REVIEW: lambda self: self.domain_request.is_policy_acknowledged is not None,
+    }
+
+    PORTFOLIO_UNLOCKING_STEPS = {
+        PortfolioDomainRequestStep.REQUESTING_ENTITY: lambda self: self.domain_request.organization_name is not None,
+        PortfolioDomainRequestStep.CURRENT_SITES: lambda self: (
+            self.domain_request.current_websites.exists() or self.domain_request.requested_domain is not None
+        ),
+        PortfolioDomainRequestStep.DOTGOV_DOMAIN: lambda self: self.domain_request.requested_domain is not None,
+        PortfolioDomainRequestStep.PURPOSE: lambda self: self.domain_request.purpose is not None,
+        PortfolioDomainRequestStep.ADDITIONAL_DETAILS: lambda self: self.domain_request.anything_else is not None,
+        PortfolioDomainRequestStep.REQUIREMENTS: lambda self: self.domain_request.is_policy_acknowledged is not None,
+        PortfolioDomainRequestStep.REVIEW: lambda self: self.domain_request.is_policy_acknowledged is not None,
+    }
+    # endregion
+
     def __init__(self):
         super().__init__()
-        self.steps = StepsHelper(self)
+        self.titles = {}
+        self.wizard_conditions = {}
+        self.unlocking_steps = {}
+        self.steps = None
+        # Configure titles, wizard_conditions, unlocking_steps, and steps
+        self.configure_step_options()
         self._domain_request = None  # for caching
 
+    def configure_step_options(self):
+        """Changes which steps are available to the user based on self.is_portfolio.
+        This may change on the fly, so we need to evaluate it on the fly.
+
+        Using this information, we then set three configuration variables.
+        - self.titles => Returns the page titles for each step
+        - self.wizard_conditions => Conditionally shows / hides certain steps
+        - self.unlocking_steps => Determines what steps are locked/unlocked
+
+        Then, we create self.steps.
+        """
+        if self.is_portfolio:
+            self.titles = self.PORTFOLIO_TITLES
+            self.wizard_conditions = self.PORTFOLIO_WIZARD_CONDITIONS
+            self.unlocking_steps = self.PORTFOLIO_UNLOCKING_STEPS
+        else:
+            self.titles = self.REGULAR_TITLES
+            self.wizard_conditions = self.REGULAR_WIZARD_CONDITIONS
+            self.unlocking_steps = self.REGULAR_UNLOCKING_STEPS
+        self.steps = StepsHelper(self)
+
     def has_pk(self):
         """Does this wizard know about a DomainRequest database record?"""
         return "domain_request_id" in self.storage
 
+    def get_step_enum(self):
+        """Determines which step enum we should use for the wizard"""
+        return PortfolioDomainRequestStep if self.is_portfolio else Step
+
     @property
     def prefix(self):
         """Namespace the wizard to avoid clashes in session variable names."""
@@ -128,10 +226,16 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
 
         # If a user is creating a request, we assume that perms are handled upstream
         if self.request.user.is_org_user(self.request):
+            portfolio = self.request.session.get("portfolio")
             self._domain_request = DomainRequest.objects.create(
                 creator=self.request.user,
-                portfolio=self.request.session.get("portfolio"),
+                portfolio=portfolio,
             )
+
+            # Question for reviewers: we should probably be doing this right?
+            if portfolio and not self._domain_request.generic_org_type:
+                self._domain_request.generic_org_type = portfolio.organization_type
+                self._domain_request.save()
         else:
             self._domain_request = DomainRequest.objects.create(creator=self.request.user)
 
@@ -190,6 +294,12 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
 
     def get(self, request, *args, **kwargs):
         """This method handles GET requests."""
+
+        if not self.is_portfolio and self.request.user.is_org_user(request):
+            self.is_portfolio = True
+            # Configure titles, wizard_conditions, unlocking_steps, and steps
+            self.configure_step_options()
+
         current_url = resolve(request.path_info).url_name
 
         # if user visited via an "edit" url, associate the id of the
@@ -209,7 +319,7 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
                 # Clear context so the prop getter won't create a request here.
                 # Creating a request will be handled in the post method for the
                 # intro page.
-                return render(request, "domain_request_intro.html", {})
+                return render(request, "domain_request_intro.html", {"hide_requests": True, "hide_domains": True})
             else:
                 return self.goto(self.steps.first)
 
@@ -321,56 +431,9 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
         return DomainRequest.objects.filter(creator=self.request.user, status__in=check_statuses)
 
     def db_check_for_unlocking_steps(self):
-        """Helper for get_context_data
+        """Helper for get_context_data.
-
         Queries the DB for a domain request and returns a list of unlocked steps."""
-
+        return [key for key, is_unlocked_checker in self.unlocking_steps.items() if is_unlocked_checker(self)]
-        # The way this works is as follows:
-        # Each step is assigned a true/false value to determine if it is
-        # "unlocked" or not.  This dictionary of values is looped through
-        # at the end of this function and any step with a "true" value is
-        # added to a simple array that is returned at the end of this function.
-        # This array is eventually passed to the frontend context (eg. domain_request_sidebar.html),
-        # and is used to determine how steps appear in the side nav.
-        # It is worth noting that any step assigned "false" here will be EXCLUDED
-        # from the list of "unlocked" steps.
-
-        history_dict = {
-            "generic_org_type": self.domain_request.generic_org_type is not None,
-            "tribal_government": self.domain_request.tribe_name is not None,
-            "organization_federal": self.domain_request.federal_type is not None,
-            "organization_election": self.domain_request.is_election_board is not None,
-            "organization_contact": (
-                self.domain_request.federal_agency is not None
-                or self.domain_request.organization_name is not None
-                or self.domain_request.address_line1 is not None
-                or self.domain_request.city is not None
-                or self.domain_request.state_territory is not None
-                or self.domain_request.zipcode is not None
-                or self.domain_request.urbanization is not None
-            ),
-            "about_your_organization": self.domain_request.about_your_organization is not None,
-            "senior_official": self.domain_request.senior_official is not None,
-            "current_sites": (
-                self.domain_request.current_websites.exists() or self.domain_request.requested_domain is not None
-            ),
-            "dotgov_domain": self.domain_request.requested_domain is not None,
-            "purpose": self.domain_request.purpose is not None,
-            "other_contacts": (
-                self.domain_request.other_contacts.exists()
-                or self.domain_request.no_other_contacts_rationale is not None
-            ),
-            "additional_details": (
-                # Additional details is complete as long as "has anything else" and "has cisa rep" are not None
-                (
-                    self.domain_request.has_anything_else_text is not None
-                    and self.domain_request.has_cisa_representative is not None
-                )
-            ),
-            "requirements": self.domain_request.is_policy_acknowledged is not None,
-            "review": self.domain_request.is_policy_acknowledged is not None,
-        }
-        return [key for key, value in history_dict.items() if value]
 
     def get_context_data(self):
         """Define context for access on all wizard pages."""
@@ -380,17 +443,22 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
             requested_domain_name = self.domain_request.requested_domain.name
 
         context_stuff = {}
-        if DomainRequest._form_complete(self.domain_request, self.request):
+
+        # Note: we will want to consolidate the non_org_steps_complete check into the same check that
+        # org_steps_complete is using at some point.
+        non_org_steps_complete = DomainRequest._form_complete(self.domain_request, self.request)
+        org_steps_complete = len(self.db_check_for_unlocking_steps()) == len(self.steps)
+        if (not self.is_portfolio and non_org_steps_complete) or (self.is_portfolio and org_steps_complete):
             modal_button = '<button type="submit" ' 'class="usa-button" ' ">Submit request</button>"
             context_stuff = {
                 "not_form": False,
-                "form_titles": self.TITLES,
+                "form_titles": self.titles,
                 "steps": self.steps,
                 "visited": self.storage.get("step_history", []),
                 "is_federal": self.domain_request.is_federal(),
                 "modal_button": modal_button,
-                "modal_heading": "You are about to submit a domain request for "
+                "modal_heading": "You are about to submit a domain request for ",
-                + str(self.domain_request.requested_domain),
+                "domain_name_modal": str(self.domain_request.requested_domain),
                 "modal_description": "Once you submit this request, you won’t be able to edit it until we review it.\
                 You’ll only be able to withdraw your request.",
                 "review_form_is_complete": True,
@@ -401,7 +469,7 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
             modal_button = '<button type="button" class="usa-button" data-close-modal>Return to request</button>'
             context_stuff = {
                 "not_form": True,
-                "form_titles": self.TITLES,
+                "form_titles": self.titles,
                 "steps": self.steps,
                 "visited": self.storage.get("step_history", []),
                 "is_federal": self.domain_request.is_federal(),
@@ -413,14 +481,19 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
                 "user": self.request.user,
                 "requested_domain__name": requested_domain_name,
             }
+
+        # Hides the requests and domains buttons in the navbar
+        context_stuff["hide_requests"] = self.is_portfolio
+        context_stuff["hide_domains"] = self.is_portfolio
+
         return context_stuff
 
     def get_step_list(self) -> list:
         """Dynamically generated list of steps in the form wizard."""
-        return request_step_list(self)
+        return request_step_list(self, self.get_step_enum())
 
     def goto(self, step):
-        if step == "generic_org_type":
+        if step == "generic_org_type" or step == "portfolio_requesting_entity":
             # We need to avoid creating a new domain request if the user
             # clicks the back button
             self.request.session["new_request"] = False
@@ -443,21 +516,21 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
 
     def post(self, request, *args, **kwargs) -> HttpResponse:
         """This method handles POST requests."""
+        if not self.is_portfolio and self.request.user.is_org_user(request):  # type: ignore
+            self.is_portfolio = True
+            # Configure titles, wizard_conditions, unlocking_steps, and steps
+            self.configure_step_options()
 
         # which button did the user press?
         button: str = request.POST.get("submit_button", "")
-        # If a user hits the new request url directly
+
         if "new_request" not in request.session:
             request.session["new_request"] = True
+
         # if user has acknowledged the intro message
         if button == "intro_acknowledge":
-            if request.path_info == self.NEW_URL_NAME:
+            # Split into a function: C901 'DomainRequestWizard.post' is too complex (11)
-
+            self.handle_intro_acknowledge(request)
-                if self.request.session["new_request"] is True:
-                    # This will trigger the domain_request getter into creating a new DomainRequest
-                    del self.storage
-
-            return self.goto(self.steps.first)
 
         # if accessing this class directly, redirect to the first step
         if self.__class__ == DomainRequestWizard:
@@ -488,6 +561,14 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
         # otherwise, proceed as normal
         return self.goto_next_step()
 
+    def handle_intro_acknowledge(self, request):
+        """If we are starting a new request, clear storage
+        and redirect to the first step"""
+        if request.path_info == self.NEW_URL_NAME:
+            if self.request.session["new_request"] is True:
+                del self.storage
+        return self.goto(self.steps.first)
+
     def save(self, forms: list):
         """
         Unpack the form responses onto the model object properties.
@@ -501,24 +582,22 @@ class DomainRequestWizard(DomainRequestWizardPermissionView, TemplateView):
 
 # TODO - this is a WIP until the domain request experience for portfolios is complete
 class PortfolioDomainRequestWizard(DomainRequestWizard):
-    StepEnum: PortfolioDomainRequestStep = PortfolioDomainRequestStep  # type: ignore
+    is_portfolio = True
-
-    TITLES = {
-        StepEnum.REQUESTING_ENTITY: _("Requesting entity"),
-        StepEnum.CURRENT_SITES: _("Current websites"),
-        StepEnum.DOTGOV_DOMAIN: _(".gov domain"),
-        StepEnum.PURPOSE: _("Purpose of your domain"),
-        StepEnum.ADDITIONAL_DETAILS: _("Additional details"),
-        StepEnum.REQUIREMENTS: _("Requirements for operating a .gov domain"),
-        # Step.REVIEW: _("Review and submit your domain request"),
-    }
-
-    def __init__(self):
-        super().__init__()
-        self.steps = StepsHelper(self)
-        self._domain_request = None  # for caching
 
 
+# Portfolio pages
+class RequestingEntity(DomainRequestWizard):
+    template_name = "domain_request_requesting_entity.html"
+    forms = [forms.RequestingEntityForm]
+
+
+class PortfolioAdditionalDetails(DomainRequestWizard):
+    template_name = "portfolio_domain_request_additional_details.html"
+
+    forms = [forms.AnythingElseForm]
+
+
+# Non-portfolio pages
 class OrganizationType(DomainRequestWizard):
     template_name = "domain_request_org_type.html"
     forms = [forms.OrganizationTypeForm]
@@ -698,7 +777,7 @@ class Review(DomainRequestWizard):
         if DomainRequest._form_complete(self.domain_request, self.request) is False:
             logger.warning("User arrived at review page with an incomplete form.")
         context = super().get_context_data()
-        context["Step"] = Step.__members__
+        context["Step"] = self.get_step_enum().__members__
         context["domain_request"] = self.domain_request
         return context
 
@@ -899,9 +978,9 @@ class PortfolioDomainRequestStatusViewOnly(DomainRequestPortfolioViewonlyView):
         # Create a temp wizard object to grab the step list
         wizard = PortfolioDomainRequestWizard()
         wizard.request = self.request
-        context["Step"] = wizard.StepEnum.__members__
+        context["Step"] = PortfolioDomainRequestStep.__members__
-        context["steps"] = request_step_list(wizard)
+        context["steps"] = request_step_list(wizard, PortfolioDomainRequestStep)
-        context["form_titles"] = wizard.TITLES
+        context["form_titles"] = wizard.titles
         return context
 
 

src/registrar/views/portfolio_members_json.py

@@ -1,45 +1,41 @@
 from django.http import JsonResponse
 from django.core.paginator import Paginator
 from django.contrib.auth.decorators import login_required
-from django.db.models import Q
+from django.db.models import Value, F, CharField, TextField, Q, Case, When
+from django.db.models.functions import Concat, Coalesce
+from django.urls import reverse
+from django.db.models.functions import Cast
 
 from registrar.models.portfolio_invitation import PortfolioInvitation
-from registrar.models.user import User
 from registrar.models.user_portfolio_permission import UserPortfolioPermission
 from registrar.models.utility.portfolio_helper import UserPortfolioRoleChoices
 
 
 @login_required
 def get_portfolio_members_json(request):
-    """Given the current request,
+    """Fetch members (permissions and invitations) for the given portfolio."""
-    get all members that are associated with the given portfolio"""
+
     portfolio = request.GET.get("portfolio")
-    member_ids = get_member_ids_from_request(request, portfolio)
-    objects = User.objects.filter(id__in=member_ids)
 
-    admin_ids = UserPortfolioPermission.objects.filter(
+    # Two initial querysets which will be combined
-        portfolio=portfolio,
+    permissions = initial_permissions_search(portfolio)
-        roles__overlap=[
+    invitations = initial_invitations_search(portfolio)
-            UserPortfolioRoleChoices.ORGANIZATION_ADMIN,
-        ],
-    ).values_list("user__id", flat=True)
-    portfolio_invitation_emails = PortfolioInvitation.objects.filter(portfolio=portfolio).values_list(
-        "email", flat=True
-    )
 
-    unfiltered_total = objects.count()
+    # Get total across both querysets before applying filters
+    unfiltered_total = permissions.count() + invitations.count()
 
-    objects = apply_search(objects, request)
+    permissions = apply_search_term(permissions, request)
-    # objects = apply_status_filter(objects, request)
+    invitations = apply_search_term(invitations, request)
+
+    # Union the two querysets
+    objects = permissions.union(invitations)
     objects = apply_sorting(objects, request)
 
     paginator = Paginator(objects, 10)
     page_number = request.GET.get("page", 1)
     page_obj = paginator.get_page(page_number)
-    members = [
+
-        serialize_members(request, portfolio, member, request.user, admin_ids, portfolio_invitation_emails)
+    members = [serialize_members(request, portfolio, item, request.user) for item in page_obj.object_list]
-        for member in page_obj.object_list
-    ]
 
     return JsonResponse(
         {
@@ -54,71 +50,121 @@ def get_portfolio_members_json(request):
     )
 
 
-def get_member_ids_from_request(request, portfolio):
+def initial_permissions_search(portfolio):
-    """Given the current request,
+    """Perform initial search for permissions before applying any filters."""
-    get all members that are associated with the given portfolio"""
+    permissions = UserPortfolioPermission.objects.filter(portfolio=portfolio)
-    member_ids = []
+    permissions = (
-    if portfolio:
+        permissions.select_related("user")
-        member_ids = UserPortfolioPermission.objects.filter(portfolio=portfolio).values_list("user__id", flat=True)
+        .annotate(
-    return member_ids
+            first_name=F("user__first_name"),
+            last_name=F("user__last_name"),
+            email_display=F("user__email"),
+            last_active=Cast(F("user__last_login"), output_field=TextField()),  # Cast last_login to text
+            additional_permissions_display=F("additional_permissions"),
+            member_display=Case(
+                # If email is present and not blank, use email
+                When(Q(user__email__isnull=False) & ~Q(user__email=""), then=F("user__email")),
+                # If first name or last name is present, use concatenation of first_name + " " + last_name
+                When(
+                    Q(user__first_name__isnull=False) | Q(user__last_name__isnull=False),
+                    then=Concat(
+                        Coalesce(F("user__first_name"), Value("")),
+                        Value(" "),
+                        Coalesce(F("user__last_name"), Value("")),
+                    ),
+                ),
+                # If neither, use an empty string
+                default=Value(""),
+                output_field=CharField(),
+            ),
+            source=Value("permission", output_field=CharField()),
+        )
+        .values(
+            "id",
+            "first_name",
+            "last_name",
+            "email_display",
+            "last_active",
+            "roles",
+            "additional_permissions_display",
+            "member_display",
+            "source",
+        )
+    )
+    return permissions
 
 
-def apply_search(queryset, request):
+def initial_invitations_search(portfolio):
-    search_term = request.GET.get("search_term")
+    """Perform initial invitations search before applying any filters."""
+    invitations = PortfolioInvitation.objects.filter(portfolio=portfolio)
+    invitations = invitations.annotate(
+        first_name=Value(None, output_field=CharField()),
+        last_name=Value(None, output_field=CharField()),
+        email_display=F("email"),
+        last_active=Value("Invited", output_field=TextField()),
+        additional_permissions_display=F("additional_permissions"),
+        member_display=F("email"),
+        source=Value("invitation", output_field=CharField()),
+    ).values(
+        "id",
+        "first_name",
+        "last_name",
+        "email_display",
+        "last_active",
+        "roles",
+        "additional_permissions_display",
+        "member_display",
+        "source",
+    )
+    return invitations
 
+
+def apply_search_term(queryset, request):
+    """Apply search term to the queryset."""
+    search_term = request.GET.get("search_term", "").lower()
     if search_term:
         queryset = queryset.filter(
-            Q(username__icontains=search_term)
+            Q(first_name__icontains=search_term)
-            | Q(first_name__icontains=search_term)
             | Q(last_name__icontains=search_term)
-            | Q(email__icontains=search_term)
+            | Q(email_display__icontains=search_term)
         )
     return queryset
 
 
 def apply_sorting(queryset, request):
+    """Apply sorting to the queryset."""
     sort_by = request.GET.get("sort_by", "id")  # Default to 'id'
     order = request.GET.get("order", "asc")  # Default to 'asc'
-
+    # Adjust sort_by to match the annotated fields in the unioned queryset
     if sort_by == "member":
-        sort_by = ["email", "first_name", "middle_name", "last_name"]
+        sort_by = "member_display"
-    else:
-        sort_by = [sort_by]
-
     if order == "desc":
-        sort_by = [f"-{field}" for field in sort_by]
+        queryset = queryset.order_by(F(sort_by).desc())
-
+    else:
-    return queryset.order_by(*sort_by)
+        queryset = queryset.order_by(sort_by)
+    return queryset
 
 
-def serialize_members(request, portfolio, member, user, admin_ids, portfolio_invitation_emails):
+def serialize_members(request, portfolio, item, user):
-    # ------- VIEW ONLY
+    # Check if the user can edit other users
-    # If not view_only (the user has permissions to edit/manage users), show the gear icon with "Manage" link.
+    user_can_edit_other_users = any(
-    # If view_only (the user only has view user permissions), show the "View" link (no gear icon).
+        user.has_perm(perm) for perm in ["registrar.full_access_permission", "registrar.change_user"]
-    # We check on user_group_permision to account for the upcoming "Manage portfolio" button on admin.
+    )
-    user_can_edit_other_users = False
-    for user_group_permission in ["registrar.full_access_permission", "registrar.change_user"]:
-        if user.has_perm(user_group_permission):
-            user_can_edit_other_users = True
-            break
 
     view_only = not user.has_edit_members_portfolio_permission(portfolio) or not user_can_edit_other_users
 
-    # ------- USER STATUSES
+    is_admin = UserPortfolioRoleChoices.ORGANIZATION_ADMIN in (item.get("roles") or [])
-    is_invited = member.email in portfolio_invitation_emails
+    action_url = reverse("member" if item["source"] == "permission" else "invitedmember", kwargs={"pk": item["id"]})
-    last_active = "Invited" if is_invited else "Unknown"
-    if member.last_login:
-        last_active = member.last_login.strftime("%b. %d, %Y")
-    is_admin = member.id in admin_ids
 
-    # ------- SERIALIZE
+    # Serialize member data
     member_json = {
-        "id": member.id,
+        "id": item.get("id", ""),
-        "name": member.get_formatted_name(),
+        "name": " ".join(filter(None, [item.get("first_name", ""), item.get("last_name", "")])),
-        "email": member.email,
+        "email": item.get("email_display", ""),
+        "member_display": item.get("member_display", ""),
         "is_admin": is_admin,
-        "last_active": last_active,
+        "last_active": item.get("last_active", ""),
-        "action_url": "#",  # reverse("members", kwargs={"pk": member.id}), # TODO: Future ticket?
+        "action_url": action_url,
         "action_label": ("View" if view_only else "Manage"),
         "svg_icon": ("visibility" if view_only else "settings"),
     }

src/registrar/views/portfolios.py

@@ -3,20 +3,30 @@ from django.http import Http404
 from django.shortcuts import render
 from django.urls import reverse
 from django.contrib import messages
-from registrar.forms.portfolio import PortfolioOrgAddressForm, PortfolioSeniorOfficialForm
+from registrar.forms.portfolio import (
+    PortfolioInvitedMemberForm,
+    PortfolioMemberForm,
+    PortfolioOrgAddressForm,
+    PortfolioSeniorOfficialForm,
+)
 from registrar.models import Portfolio, User
+from registrar.models.portfolio_invitation import PortfolioInvitation
 from registrar.models.user_portfolio_permission import UserPortfolioPermission
-from registrar.models.utility.portfolio_helper import UserPortfolioRoleChoices
+from registrar.models.utility.portfolio_helper import UserPortfolioPermissionChoices, UserPortfolioRoleChoices
 from registrar.views.utility.permission_views import (
     PortfolioDomainRequestsPermissionView,
     PortfolioDomainsPermissionView,
     PortfolioBasePermissionView,
     NoPortfolioDomainsPermissionView,
+    PortfolioInvitedMemberEditPermissionView,
+    PortfolioInvitedMemberPermissionView,
+    PortfolioMemberEditPermissionView,
+    PortfolioMemberPermissionView,
     PortfolioMembersPermissionView,
 )
 from django.views.generic import View
 from django.views.generic.edit import FormMixin
-
+from django.shortcuts import get_object_or_404, redirect
 
 logger = logging.getLogger(__name__)
 
@@ -51,6 +61,155 @@ class PortfolioMembersView(PortfolioMembersPermissionView, View):
         return render(request, "portfolio_members.html")
 
 
+class PortfolioMemberView(PortfolioMemberPermissionView, View):
+
+    template_name = "portfolio_member.html"
+
+    def get(self, request, pk):
+        portfolio_permission = get_object_or_404(UserPortfolioPermission, pk=pk)
+        member = portfolio_permission.user
+
+        # We have to explicitely name these with member_ otherwise we'll have conflicts with context preprocessors
+        member_has_view_all_requests_portfolio_permission = member.has_view_all_requests_portfolio_permission(
+            portfolio_permission.portfolio
+        )
+        member_has_edit_request_portfolio_permission = member.has_edit_request_portfolio_permission(
+            portfolio_permission.portfolio
+        )
+        member_has_view_members_portfolio_permission = member.has_view_members_portfolio_permission(
+            portfolio_permission.portfolio
+        )
+        member_has_edit_members_portfolio_permission = member.has_edit_members_portfolio_permission(
+            portfolio_permission.portfolio
+        )
+
+        return render(
+            request,
+            self.template_name,
+            {
+                "edit_url": reverse("member-permissions", args=[pk]),
+                "portfolio_permission": portfolio_permission,
+                "member": member,
+                "member_has_view_all_requests_portfolio_permission": member_has_view_all_requests_portfolio_permission,
+                "member_has_edit_request_portfolio_permission": member_has_edit_request_portfolio_permission,
+                "member_has_view_members_portfolio_permission": member_has_view_members_portfolio_permission,
+                "member_has_edit_members_portfolio_permission": member_has_edit_members_portfolio_permission,
+            },
+        )
+
+
+class PortfolioMemberEditView(PortfolioMemberEditPermissionView, View):
+
+    template_name = "portfolio_member_permissions.html"
+    form_class = PortfolioMemberForm
+
+    def get(self, request, pk):
+        portfolio_permission = get_object_or_404(UserPortfolioPermission, pk=pk)
+        user = portfolio_permission.user
+
+        form = self.form_class(instance=portfolio_permission)
+
+        return render(
+            request,
+            self.template_name,
+            {
+                "form": form,
+                "member": user,
+            },
+        )
+
+    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():
+            form.save()
+            return redirect("member", pk=pk)
+
+        return render(
+            request,
+            self.template_name,
+            {
+                "form": form,
+                "member": user,  # Pass the user object again to the template
+            },
+        )
+
+
+class PortfolioInvitedMemberView(PortfolioInvitedMemberPermissionView, View):
+
+    template_name = "portfolio_member.html"
+    # form_class = PortfolioInvitedMemberForm
+
+    def get(self, request, pk):
+        portfolio_invitation = get_object_or_404(PortfolioInvitation, pk=pk)
+        # form = self.form_class(instance=portfolio_invitation)
+
+        # We have to explicitely name these with member_ otherwise we'll have conflicts with context preprocessors
+        member_has_view_all_requests_portfolio_permission = (
+            UserPortfolioPermissionChoices.VIEW_ALL_REQUESTS in portfolio_invitation.get_portfolio_permissions()
+        )
+        member_has_edit_request_portfolio_permission = (
+            UserPortfolioPermissionChoices.EDIT_REQUESTS in portfolio_invitation.get_portfolio_permissions()
+        )
+        member_has_view_members_portfolio_permission = (
+            UserPortfolioPermissionChoices.VIEW_MEMBERS in portfolio_invitation.get_portfolio_permissions()
+        )
+        member_has_edit_members_portfolio_permission = (
+            UserPortfolioPermissionChoices.EDIT_MEMBERS in portfolio_invitation.get_portfolio_permissions()
+        )
+
+        return render(
+            request,
+            self.template_name,
+            {
+                "edit_url": reverse("invitedmember-permissions", args=[pk]),
+                "portfolio_invitation": portfolio_invitation,
+                "member_has_view_all_requests_portfolio_permission": member_has_view_all_requests_portfolio_permission,
+                "member_has_edit_request_portfolio_permission": member_has_edit_request_portfolio_permission,
+                "member_has_view_members_portfolio_permission": member_has_view_members_portfolio_permission,
+                "member_has_edit_members_portfolio_permission": member_has_edit_members_portfolio_permission,
+            },
+        )
+
+
+class PortfolioInvitedMemberEditView(PortfolioInvitedMemberEditPermissionView, View):
+
+    template_name = "portfolio_member_permissions.html"
+    form_class = PortfolioInvitedMemberForm
+
+    def get(self, request, pk):
+        portfolio_invitation = get_object_or_404(PortfolioInvitation, pk=pk)
+        form = self.form_class(instance=portfolio_invitation)
+
+        return render(
+            request,
+            self.template_name,
+            {
+                "form": form,
+                "invitation": portfolio_invitation,
+            },
+        )
+
+    def post(self, request, pk):
+        portfolio_invitation = get_object_or_404(PortfolioInvitation, pk=pk)
+        form = self.form_class(request.POST, instance=portfolio_invitation)
+        if form.is_valid():
+            form.save()
+            return redirect("invitedmember", pk=pk)
+
+        return render(
+            request,
+            self.template_name,
+            {
+                "form": form,
+                "invitation": portfolio_invitation,  # Pass the user object again to the template
+            },
+        )
+
+
 class PortfolioNoDomainsView(NoPortfolioDomainsPermissionView, View):
     """Some users have access to the underlying portfolio, but not any domains.
     This is a custom view which explains that to the user - and denotes who to contact.

src/registrar/views/report_views.py

@@ -169,6 +169,17 @@ class ExportDataTypeUser(View):
         return response
 
 
+class ExportDataTypeRequests(View):
+    """Returns a domain requests report for a given user on the request"""
+
+    def get(self, request, *args, **kwargs):
+        response = HttpResponse(content_type="text/csv")
+        response["Content-Disposition"] = 'attachment; filename="domain-requests.csv"'
+        csv_export.DomainRequestsDataType.exporting_dr_data_to_csv(response, request=request)
+
+        return response
+
+
 class ExportDataFull(View):
     def get(self, request, *args, **kwargs):
         # Smaller export based on 1

src/registrar/views/utility/api_views.py

@@ -4,7 +4,7 @@ from django.forms.models import model_to_dict
 from registrar.models import FederalAgency, SeniorOfficial, DomainRequest
 from django.contrib.admin.views.decorators import staff_member_required
 from django.contrib.auth.decorators import login_required
-from registrar.utility.admin_helpers import get_all_action_needed_reason_emails
+from registrar.utility.admin_helpers import get_action_needed_reason_default_email, get_rejection_reason_default_email
 from registrar.models.portfolio import Portfolio
 from registrar.utility.constants import BranchChoices
 
@@ -88,5 +88,30 @@ def get_action_needed_email_for_user_json(request):
         return JsonResponse({"error": "No domain_request_id specified"}, status=404)
 
     domain_request = DomainRequest.objects.filter(id=domain_request_id).first()
-    emails = get_all_action_needed_reason_emails(request, domain_request)
+
-    return JsonResponse({"action_needed_email": emails.get(reason)}, status=200)
+    email = get_action_needed_reason_default_email(domain_request, reason)
+    return JsonResponse({"email": email}, status=200)
+
+
+@login_required
+@staff_member_required
+def get_rejection_email_for_user_json(request):
+    """Returns a default rejection email for a given user"""
+
+    # This API is only accessible to admins and analysts
+    superuser_perm = request.user.has_perm("registrar.full_access_permission")
+    analyst_perm = request.user.has_perm("registrar.analyst_access_permission")
+    if not request.user.is_authenticated or not any([analyst_perm, superuser_perm]):
+        return JsonResponse({"error": "You do not have access to this resource"}, status=403)
+
+    reason = request.GET.get("reason")
+    domain_request_id = request.GET.get("domain_request_id")
+    if not reason:
+        return JsonResponse({"error": "No reason specified"}, status=404)
+
+    if not domain_request_id:
+        return JsonResponse({"error": "No domain_request_id specified"}, status=404)
+
+    domain_request = DomainRequest.objects.filter(id=domain_request_id).first()
+    email = get_rejection_reason_default_email(domain_request, reason)
+    return JsonResponse({"email": email}, status=200)

src/registrar/views/utility/mixins.py

@@ -384,10 +384,32 @@ class DomainRequestWizardPermission(PermissionsLoginMixin):
         The user is in self.request.user
         """
 
+        if not self.request.user.is_authenticated:
+            return False
+
         # The user has an ineligible flag
         if self.request.user.is_restricted():
             return False
 
+        # If the user is an org user and doesn't have add/edit perms, forbid this
+        if self.request.user.is_org_user(self.request):
+            portfolio = self.request.session.get("portfolio")
+            if not self.request.user.has_edit_request_portfolio_permission(portfolio):
+                return False
+
+        # user needs to be the creator of the domain request to edit it.
+        id = self.kwargs.get("id") if hasattr(self, "kwargs") else None
+        if not id:
+            domain_request_wizard = self.request.session.get("wizard_domain_request")
+            if domain_request_wizard:
+                id = domain_request_wizard.get("domain_request_id")
+
+        # If no id is provided, we can assume that the user is starting a new request.
+        # If one IS provided, check that they are the original creator of it.
+        if id:
+            if not DomainRequest.objects.filter(creator=self.request.user, id=id).exists():
+                return False
+
         return True
 
 
@@ -490,7 +512,81 @@ class PortfolioMembersPermission(PortfolioBasePermission):
         up from the portfolio's primary key in self.kwargs["pk"]"""
 
         portfolio = self.request.session.get("portfolio")
-        if not self.request.user.has_view_members_portfolio_permission(portfolio):
+        if not self.request.user.has_view_members_portfolio_permission(
+            portfolio
+        ) and not self.request.user.has_edit_members_portfolio_permission(portfolio):
+            return False
+
+        return super().has_permission()
+
+
+class PortfolioMemberPermission(PortfolioBasePermission):
+    """Permission mixin that allows access to portfolio member pages if user
+    has access, otherwise 403"""
+
+    def has_permission(self):
+        """Check if this user has access to members for this portfolio.
+
+        The user is in self.request.user and the portfolio can be looked
+        up from the portfolio's primary key in self.kwargs["pk"]"""
+
+        portfolio = self.request.session.get("portfolio")
+        if not self.request.user.has_view_members_portfolio_permission(
+            portfolio
+        ) and not self.request.user.has_edit_members_portfolio_permission(portfolio):
+            return False
+
+        return super().has_permission()
+
+
+class PortfolioMemberEditPermission(PortfolioBasePermission):
+    """Permission mixin that allows access to portfolio member pages if user
+    has access to edit, otherwise 403"""
+
+    def has_permission(self):
+        """Check if this user has access to members for this portfolio.
+
+        The user is in self.request.user and the portfolio can be looked
+        up from the portfolio's primary key in self.kwargs["pk"]"""
+
+        portfolio = self.request.session.get("portfolio")
+        if not self.request.user.has_edit_members_portfolio_permission(portfolio):
+            return False
+
+        return super().has_permission()
+
+
+class PortfolioInvitedMemberPermission(PortfolioBasePermission):
+    """Permission mixin that allows access to portfolio invited member pages if user
+    has access, otherwise 403"""
+
+    def has_permission(self):
+        """Check if this user has access to members for this portfolio.
+
+        The user is in self.request.user and the portfolio can be looked
+        up from the portfolio's primary key in self.kwargs["pk"]"""
+
+        portfolio = self.request.session.get("portfolio")
+        if not self.request.user.has_view_members_portfolio_permission(
+            portfolio
+        ) and not self.request.user.has_edit_members_portfolio_permission(portfolio):
+            return False
+
+        return super().has_permission()
+
+
+class PortfolioInvitedMemberEditPermission(PortfolioBasePermission):
+    """Permission mixin that allows access to portfolio invited member pages if user
+    has access to edit, otherwise 403"""
+
+    def has_permission(self):
+        """Check if this user has access to members for this portfolio.
+
+        The user is in self.request.user and the portfolio can be looked
+        up from the portfolio's primary key in self.kwargs["pk"]"""
+
+        portfolio = self.request.session.get("portfolio")
+        if not self.request.user.has_edit_members_portfolio_permission(portfolio):
             return False
 
         return super().has_permission()

src/registrar/views/utility/permission_views.py

@@ -15,10 +15,14 @@ from .mixins import (
     DomainRequestWizardPermission,
     PortfolioDomainRequestsPermission,
     PortfolioDomainsPermission,
+    PortfolioInvitedMemberEditPermission,
+    PortfolioInvitedMemberPermission,
+    PortfolioMemberEditPermission,
     UserDeleteDomainRolePermission,
     UserProfilePermission,
     PortfolioBasePermission,
     PortfolioMembersPermission,
+    PortfolioMemberPermission,
     DomainRequestPortfolioViewonlyPermission,
 )
 import logging
@@ -253,7 +257,41 @@ class PortfolioDomainRequestsPermissionView(PortfolioDomainRequestsPermission, P
 
 
 class PortfolioMembersPermissionView(PortfolioMembersPermission, PortfolioBasePermissionView, abc.ABC):
-    """Abstract base view for portfolio domain request views that enforces permissions.
+    """Abstract base view for portfolio members views that enforces permissions.
+
+    This abstract view cannot be instantiated. Actual views must specify
+    `template_name`.
+    """
+
+
+class PortfolioMemberPermissionView(PortfolioMemberPermission, PortfolioBasePermissionView, abc.ABC):
+    """Abstract base view for portfolio member views that enforces permissions.
+
+    This abstract view cannot be instantiated. Actual views must specify
+    `template_name`.
+    """
+
+
+class PortfolioMemberEditPermissionView(PortfolioMemberEditPermission, PortfolioBasePermissionView, abc.ABC):
+    """Abstract base view for portfolio member edit views that enforces permissions.
+
+    This abstract view cannot be instantiated. Actual views must specify
+    `template_name`.
+    """
+
+
+class PortfolioInvitedMemberPermissionView(PortfolioInvitedMemberPermission, PortfolioBasePermissionView, abc.ABC):
+    """Abstract base view for portfolio member views that enforces permissions.
+
+    This abstract view cannot be instantiated. Actual views must specify
+    `template_name`.
+    """
+
+
+class PortfolioInvitedMemberEditPermissionView(
+    PortfolioInvitedMemberEditPermission, PortfolioBasePermissionView, abc.ABC
+):
+    """Abstract base view for portfolio member edit views that enforces permissions.
 
     This abstract view cannot be instantiated. Actual views must specify
     `template_name`.

src/zap.conf

@@ -71,6 +71,7 @@
 10038	OUTOFSCOPE	http://app:8080/domain_requests/
 10038	OUTOFSCOPE	http://app:8080/domains/
 10038	OUTOFSCOPE	http://app:8080/organization/
+10038	OUTOFSCOPE	http://app:8080/permissions
 10038	OUTOFSCOPE	http://app:8080/suborganization/
 10038	OUTOFSCOPE	http://app:8080/transfer/
 # This URL always returns 404, so include it as well.