multi-step form modal with basic implementation for adding new member

atst/forms/portfolio_member.py

@@ -1,10 +1,10 @@
 from wtforms.fields import StringField, FormField, FieldList
-from wtforms.fields.html5 import EmailField
+from wtforms.fields.html5 import EmailField, TelField
-from wtforms.validators import Required, Email, Length
+from wtforms.validators import Required, Email, Length, Optional
 
 from atst.domain.permission_sets import PermissionSets
 from .forms import BaseForm
-from atst.forms.validators import IsNumber
+from atst.forms.validators import IsNumber, PhoneNumber
 from atst.forms.fields import SelectField
 from atst.utils.localization import translate
 
@@ -71,6 +71,10 @@ class NewForm(PermissionsForm):
     email = EmailField(
         translate("forms.new_member.email_label"), validators=[Required(), Email()]
     )
+    phone_number = TelField(
+        translate("forms.new_member.phone_number_label"),
+        validators=[Optional(), PhoneNumber()],
+    )
     dod_id = StringField(
         translate("forms.new_member.dod_id_label"),
         validators=[Required(), Length(min=10), IsNumber()],

atst/routes/portfolios/index.py

@@ -8,7 +8,7 @@ from atst.domain.portfolios import Portfolios
 from atst.domain.audit_log import AuditLog
 from atst.domain.common import Paginator
 from atst.forms.portfolio import PortfolioForm
-from atst.forms.portfolio_member import MembersPermissionsForm
+import atst.forms.portfolio_member as member_forms
 from atst.models.permissions import Permissions
 from atst.domain.permission_sets import PermissionSets
 from atst.domain.authz.decorator import user_can_access_decorator as user_can
@@ -63,7 +63,7 @@ def render_admin_page(portfolio, form=None):
     members_data = [serialize_member_form_data(member) for member in portfolio.members]
 
     portfolio_form = PortfolioForm(data={"name": portfolio.name})
-    member_perms_form = MembersPermissionsForm(
+    member_perms_form = member_forms.MembersPermissionsForm(
         data={"members_permissions": members_data}
     )
     return render_template(
@@ -71,6 +71,7 @@ def render_admin_page(portfolio, form=None):
         form=form,
         portfolio_form=portfolio_form,
         member_perms_form=member_perms_form,
+        member_form=member_forms.NewForm(),
         portfolio=portfolio,
         audit_events=audit_events,
         user=g.current_user,

js/components/forms/multi_step_modal_form.js

@@ -0,0 +1,43 @@
+import FormMixin from '../../mixins/form'
+import textinput from '../text_input'
+import optionsinput from '../options_input'
+import Selector from '../selector'
+import Modal from '../../mixins/modal'
+import toggler from '../toggler'
+
+export default {
+  name: 'multi-step-modal-form',
+
+  mixins: [FormMixin, Modal],
+
+  components: {
+    toggler,
+    Modal,
+    Selector,
+    textinput,
+    optionsinput,
+  },
+
+  props: {},
+
+  data: function() {
+    return {
+      step: 0,
+    }
+  },
+
+  mounted: function() {
+    return {}
+  },
+
+  methods: {
+    next: function() {
+      this.step += 1
+    },
+    goToStep: function(step) {
+      this.step = step
+    },
+  },
+
+  computed: {},
+}

js/index.js

@@ -18,6 +18,7 @@ import toggler from './components/toggler'
 import NewApplication from './components/forms/new_application'
 import EditEnvironmentRole from './components/forms/edit_environment_role'
 import EditApplicationRoles from './components/forms/edit_application_roles'
+import MultiStepModalForm from './components/forms/multi_step_modal_form'
 import funding from './components/forms/funding'
 import uploadinput from './components/upload_input'
 import Modal from './mixins/modal'
@@ -59,6 +60,7 @@ const app = new Vue({
     LocalDatetime,
     EditEnvironmentRole,
     EditApplicationRoles,
+    MultiStepModalForm,
     ConfirmationPopover,
     funding,
     uploadinput,

templates/components/multi_step_modal_form.html

@@ -0,0 +1,45 @@
+{% from "components/modal.html" import Modal %}
+
+{% set numbers = ['one', 'two', 'three', 'four', 'five'] %}
+
+{% macro FormSteps(step_count, current_step) -%}
+  {% set count = numbers[step_count - 1] %}
+  <div class="progress-menu progress-menu--{{ count }}">
+    <ul>
+      {% for step in range(step_count) %}
+        <li class="progress-menu__item
+        {% if loop.index < current_step %}
+          progress-menu__item--complete
+        {% elif loop.index == current_step %}
+          progress-menu__item--active
+        {% else %}
+          progress-menu__item--incomplete
+        {% endif %}">
+          <a v-on:click="goToStep({{ step }})">
+            Step {{ loop.index }}
+          </a>
+        </li>
+      {% endfor %}
+    </ul>
+  </div>
+{% endmacro %}
+
+{% macro MultiStepModalForm(name, form, form_action, steps, button_text="", dismissable=False) -%}
+  {% set step_count = steps|length %}
+  <multi-step-modal-form inline-template>
+    <div>
+      <button v-on:click="openModal('{{ name }}')" type="button" class="icon-link">{{ button_text }}</button>
+      <form action="{{ form_action }}" method="POST">
+        {{ form.csrf_token }}
+        {% call Modal(name=name, dismissable=dismissable) %}
+          {% for step in steps %}
+            <div v-show="step === {{ loop.index0 }}">
+              {{ FormSteps(step_count, loop.index) }}
+              {{ step }}
+            </div>
+          {% endfor %}
+        {% endcall %}
+      </form>
+    </div>
+  </multi-step-modal-form>
+{% endmacro %}

templates/portfolios/admin.html

@@ -3,6 +3,8 @@
 {% from "components/pagination.html" import Pagination %}
 {% from "components/icon.html" import Icon %}
 {% from "components/text_input.html" import TextInput %}
+{% from "components/multi_step_modal_form.html" import MultiStepModalForm %}
+{% from "components/options_input.html" import OptionsInput %}
 
 {% set secondary_breadcrumb = "navigation.portfolio_navigation.portfolio_admin" | translate %}
 
@@ -50,6 +52,61 @@
       {% include "fragments/admin/portfolio_members.html" %}
     {% endif %}
 
+    {% set step_one %}
+      <h1>Invite New Portfolio Member</h1>
+      <div class='form-row'>
+        <div class='form-col form-col--half'>
+          {{ TextInput(member_form.first_name, validation='requiredField') }}
+        </div>
+        <div class='form-col form-col--half'>
+          {{ TextInput(member_form.last_name, validation='requiredField') }}
+        </div>
+      </div>
+      <div class='form-row'>
+        <div class='form-col form-col--half'>
+          {{ TextInput(member_form.email, validation='email') }}
+        </div>
+        <div class='form-col form-col--half'>
+          {{ TextInput(member_form.phone_number, validation='usPhone') }}
+        </div>
+      </div>
+      <div class='form-row'>
+        <div class='form-col form-col--half'>
+          {{ TextInput(member_form.dod_id, validation='dodId') }}
+        </div>
+        <div class='form-col form-col--half'>
+        </div>
+      </div>
+      <div class='action-group'>
+        <a v-on:click="next()" class='action-group__action usa-button'>Next Step</a>
+        <a class='action-group__action icon-link icon-link--danger' v-on:click="closeModal('{{ new_port_mem }}')">Cancel</a>
+      </div>
+    {% endset %}
+    {% set step_two %}
+      <h1>Assign Member Permissions</h1>
+      <a class='icon-link'>
+        <span class='icon'>{{ Icon('info') }}</span>
+        {{ "portfolios.admin.permissions_info" | translate }}
+      </a>
+      {{ OptionsInput(member_form.perms_app_mgmt) }}
+      {{ OptionsInput(member_form.perms_funding) }}
+      {{ OptionsInput(member_form.perms_reporting) }}
+      {{ OptionsInput(member_form.perms_portfolio_mgmt) }}
+      <div class='action-group'>
+        <input type="submit" v-on:click="closeModal('{{ new_port_mem }}')" class='action-group__action usa-button' value='Invite Member'>
+        <a class='action-group__action icon-link icon-link--danger' v-on:click="closeModal('{{ new_port_mem }}')">Cancel</a>
+      </div>
+    {% endset %}
+    {{ MultiStepModalForm(
+        'add-port-mem',
+        member_form,
+        url_for("portfolios.create_member", portfolio_id=portfolio.id),
+        [step_one, step_two],
+        button_text="add new member")
+      }}
+
+    {% include "fragments/audit_events_log.html" %}
+
     {% if user_can(permissions.VIEW_PORTFOLIO_ACTIVITY_LOG) %}
       {% include "fragments/audit_events_log.html" %}
       {{ Pagination(audit_events, 'portfolios.portfolio_admin', portfolio_id=portfolio.id) }}

translations.yaml

@@ -134,6 +134,7 @@ forms:
   new_member:
     dod_id_label: DOD ID
     email_label: Email Address
+    phone_number_label: Phone Number (Optional)
     first_name_label: First Name
     last_name_label: Last Name
     portfolio_role_description: 'The portfolio role controls whether a member is permitted to organize a portfolio into applications and environments, add members to this portfolio, and view billing information.'
@@ -568,6 +569,7 @@ portfolios:
     portfolio_members_subheading: These members have different levels of access to the portfolio.
     settings_info: Learn more about these settings
     add_member: Add a New Member
+    permissions_info: Learn more about these permissions
     activity_log_title: Activity Log
   members:
     archive_button: Archive User