Add New Portfolio Workflow

alembic/versions/988f8b23fbf6_portfolio_demographics.py

@@ -0,0 +1,42 @@
+"""Portfolio demographics
+
+Revision ID: 988f8b23fbf6
+Revises: 8467440c4ae6
+Create Date: 2019-05-31 14:00:31.197803
+
+"""
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = '988f8b23fbf6'
+down_revision = '8467440c4ae6'
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('portfolios', sa.Column('app_migration', sa.String(), nullable=True))
+    op.add_column('portfolios', sa.Column('complexity', sa.ARRAY(sa.String()), nullable=True))
+    op.add_column('portfolios', sa.Column('complexity_other', sa.String(), nullable=True))
+    op.add_column('portfolios', sa.Column('description', sa.String(), nullable=True))
+    op.add_column('portfolios', sa.Column('dev_team', sa.ARRAY(sa.String()), nullable=True))
+    op.add_column('portfolios', sa.Column('dev_team_other', sa.String(), nullable=True))
+    op.add_column('portfolios', sa.Column('native_apps', sa.String(), nullable=True))
+    op.add_column('portfolios', sa.Column('team_experience', sa.String(), nullable=True))
+    # ### end Alembic commands ###
+
+
+def downgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_column('portfolios', 'team_experience')
+    op.drop_column('portfolios', 'native_apps')
+    op.drop_column('portfolios', 'dev_team_other')
+    op.drop_column('portfolios', 'dev_team')
+    op.drop_column('portfolios', 'description')
+    op.drop_column('portfolios', 'complexity_other')
+    op.drop_column('portfolios', 'complexity')
+    op.drop_column('portfolios', 'app_migration')
+    # ### end Alembic commands ###

atst/domain/portfolios/portfolios.py

@@ -15,10 +15,8 @@ class PortfolioError(Exception):
 
 class Portfolios(object):
     @classmethod
-    def create(cls, user, name, defense_component=None):
-        portfolio = PortfoliosQuery.create(
-            name=name, defense_component=defense_component
-        )
+    def create(cls, user, portfolio_attrs):
+        portfolio = PortfoliosQuery.create(**portfolio_attrs)
         perms_sets = PermissionSets.get_many(PortfolioRoles.PORTFOLIO_PERMISSION_SETS)
         Portfolios._create_portfolio_role(
             user,

atst/forms/portfolio.py

@@ -1,9 +1,24 @@
-from wtforms.fields import StringField
-from wtforms.validators import Length
+from wtforms.fields import (
+    RadioField,
+    SelectField,
+    SelectMultipleField,
+    StringField,
+    TextAreaField,
+)
+from wtforms.validators import Length, Optional
+from wtforms.widgets import ListWidget, CheckboxInput
 
 from .forms import BaseForm
 from atst.utils.localization import translate
 
+from .data import (
+    APPLICATION_COMPLEXITY,
+    APP_MIGRATION,
+    DEV_TEAM,
+    SERVICE_BRANCHES,
+    TEAM_EXPERIENCE,
+)
+
 
 class PortfolioForm(BaseForm):
     name = StringField(
@@ -16,3 +31,84 @@ class PortfolioForm(BaseForm):
             )
         ],
     )
+
+
+class PortfolioCreationForm(BaseForm):
+    name = StringField(
+        translate("forms.portfolio.name_label"),
+        validators=[
+            Length(
+                min=4,
+                max=100,
+                message=translate("forms.portfolio.name_length_validation_message"),
+            )
+        ],
+    )
+
+    defense_component = SelectField(
+        translate("forms.task_order.defense_component_label"),
+        choices=SERVICE_BRANCHES,
+        default="",
+        filters=[BaseForm.remove_empty_string],
+    )
+
+    description = TextAreaField(
+        translate("forms.task_order.scope_label"),
+        description=translate("forms.task_order.scope_description"),
+    )
+
+    app_migration = RadioField(
+        translate("forms.task_order.app_migration.label"),
+        description=translate("forms.task_order.app_migration.description"),
+        choices=APP_MIGRATION,
+        default="",
+        validators=[Optional()],
+    )
+
+    native_apps = RadioField(
+        translate("forms.task_order.native_apps.label"),
+        description=translate("forms.task_order.native_apps.description"),
+        choices=[("yes", "Yes"), ("no", "No"), ("not_sure", "Not Sure")],
+        default="",
+        validators=[Optional()],
+    )
+
+    complexity = SelectMultipleField(
+        translate("forms.task_order.complexity.label"),
+        description=translate("forms.task_order.complexity.description"),
+        choices=APPLICATION_COMPLEXITY,
+        default=None,
+        filters=[BaseForm.remove_empty_string],
+        widget=ListWidget(prefix_label=False),
+        option_widget=CheckboxInput(),
+    )
+
+    complexity_other = StringField(
+        translate("forms.task_order.complexity_other_label"),
+        default=None,
+        filters=[BaseForm.remove_empty_string],
+    )
+
+    dev_team = SelectMultipleField(
+        translate("forms.task_order.dev_team.label"),
+        description=translate("forms.task_order.dev_team.description"),
+        choices=DEV_TEAM,
+        default=None,
+        filters=[BaseForm.remove_empty_string],
+        widget=ListWidget(prefix_label=False),
+        option_widget=CheckboxInput(),
+    )
+
+    dev_team_other = StringField(
+        translate("forms.task_order.dev_team_other_label"),
+        default=None,
+        filters=[BaseForm.remove_empty_string],
+    )
+
+    team_experience = RadioField(
+        translate("forms.task_order.team_experience.label"),
+        description=translate("forms.task_order.team_experience.description"),
+        choices=TEAM_EXPERIENCE,
+        default="",
+        validators=[Optional()],
+    )

atst/models/portfolio.py

@@ -1,5 +1,6 @@
 from sqlalchemy import Column, String
 from sqlalchemy.orm import relationship
+from sqlalchemy.types import ARRAY
 from itertools import chain
 
 from atst.models import Base, mixins, types
@@ -16,6 +17,15 @@ class Portfolio(Base, mixins.TimestampsMixin, mixins.AuditableMixin):
     name = Column(String)
     defense_component = Column(String)  # Department of Defense Component
 
+    app_migration = Column(String)  # App Migration
+    complexity = Column(ARRAY(String))  # Application Complexity
+    complexity_other = Column(String)
+    description = Column(String)
+    dev_team = Column(ARRAY(String))  # Development Team
+    dev_team_other = Column(String)
+    native_apps = Column(String)  # Native Apps
+    team_experience = Column(String)  # Team Experience
+
     applications = relationship(
         "Application",
         back_populates="portfolio",

atst/routes/portfolios/index.py

@@ -1,8 +1,9 @@
 from datetime import date, timedelta
 
-from flask import render_template, request as http_request, g
+from flask import redirect, render_template, url_for, request as http_request, g
 
 from . import portfolios_bp
+from atst.forms.portfolio import PortfolioCreationForm
 from atst.domain.reports import Reports
 from atst.domain.portfolios import Portfolios
 from atst.models.permissions import Permissions
@@ -19,6 +20,26 @@ def portfolios():
         return render_template("portfolios/blank_slate.html")
 
 
+@portfolios_bp.route("/portfolios/new")
+def new_portfolio():
+    form = PortfolioCreationForm()
+
+    return render_template("portfolios/new.html", form=form)
+
+
+@portfolios_bp.route("/portfolios", methods=["POST"])
+def create_portfolio():
+    form = PortfolioCreationForm(http_request.form)
+
+    if form.validate():
+        portfolio = Portfolios.create(user=g.current_user, portfolio_attrs=form.data)
+        return redirect(
+            url_for("applications.portfolio_applications", portfolio_id=portfolio.id)
+        )
+    else:
+        return render_template("portfolios/new.html", form=form), 400
+
+
 @portfolios_bp.route("/portfolios/<portfolio_id>/reports")
 @user_can(Permissions.VIEW_PORTFOLIO_REPORTS, message="view portfolio reports")
 def reports(portfolio_id):

atst/routes/task_orders/new.py

@@ -242,9 +242,11 @@ class UpdateTaskOrderWorkflow(ShowTaskOrderWorkflow):
                 pf = Portfolios.get(self.user, self.portfolio_id)
             else:
                 pf = Portfolios.create(
-                    self.user,
-                    self.form.portfolio_name.data,
-                    self.form.defense_component.data,
+                    user=self.user,
+                    portfolio_attrs={
+                        "name": self.form.portfolio_name.data,
+                        "defense_component": self.form.defense_component.data,
+                    },
                 )
             self._task_order = TaskOrders.create(portfolio=pf, creator=self.user)
             TaskOrders.update(self.task_order, **self.task_order_form_data)

script/seed_sample.py

@@ -234,7 +234,8 @@ def create_demo_portfolio(name, data):
         return
 
     portfolio = Portfolios.create(
-        portfolio_owner, name=name, defense_component=random_service_branch()
+        user=portfolio_owner,
+        portfolio_attrs={"name": name, "defense_component": random_service_branch()},
     )
 
     add_task_orders_to_portfolio(portfolio)
@@ -259,14 +260,22 @@ def seed_db():
     create_demo_portfolio("B-Wing", MockReportingProvider.REPORT_FIXTURE_MAP["B-Wing"])
 
     tie_interceptor = Portfolios.create(
-        amanda, name="TIE Interceptor", defense_component=random_service_branch()
+        user=amanda,
+        portfolio_attrs={
+            "name": "TIE Interceptor",
+            "defense_component": random_service_branch(),
+        },
     )
     add_task_orders_to_portfolio(tie_interceptor)
     add_members_to_portfolio(tie_interceptor)
     add_applications_to_portfolio(tie_interceptor)
 
     tie_fighter = Portfolios.create(
-        amanda, name="TIE Fighter", defense_component=random_service_branch()
+        user=amanda,
+        portfolio_attrs={
+            "name": "TIE Fighter",
+            "defense_component": random_service_branch(),
+        },
     )
     add_task_orders_to_portfolio(tie_fighter)
     add_members_to_portfolio(tie_fighter)
@@ -278,7 +287,11 @@ def seed_db():
         ship = random.choice(ships)
         ships.remove(ship)
         portfolio = Portfolios.create(
-            user, name=ship, defense_component=random_service_branch()
+            user=user,
+            portfolio_attrs={
+                "name": ship,
+                "defense_component": random_service_branch(),
+            },
         )
         add_task_orders_to_portfolio(portfolio)
         add_members_to_portfolio(portfolio)

templates/home.html

@@ -4,7 +4,7 @@
 
 <main class="usa-section usa-content">
 
-  <a href="" class="usa-button-primary">
+  <a href="{{ url_for("portfolios.new_portfolio") }}" class="usa-button-primary">
     {{ "home.add_portfolio_button_text" | translate }}
   </a>
 

templates/portfolios/new.html

@@ -0,0 +1,53 @@
+{% from "components/multi_checkbox_input.html" import MultiCheckboxInput %}
+{% from "components/options_input.html" import OptionsInput %}
+{% from "components/save_button.html" import SaveButton %}
+{% from "components/text_input.html" import TextInput %}
+
+{% extends "base.html" %}
+
+{% block content %}
+
+<main class="usa-section usa-content">
+  <h1>New Portfolio Form</h1>
+  <base-form inline-template>
+    <form id="portfolio-create" action="{{ url_for('portfolios.create_portfolio') }}" method="POST">
+      {{ form.csrf_token }}
+
+      {{ TextInput(form.name) }}
+      {{ OptionsInput(form.defense_component) }}
+      {{ TextInput(form.description, paragraph=True) }}
+
+      <h3 id="reporting" class="subheading">{{ "task_orders.new.app_info.project_title" | translate }}</h3>
+
+      <hr>
+
+      {{ OptionsInput(form.app_migration) }}
+
+      {{ OptionsInput(form.native_apps) }}
+      <p>{{ "forms.task_order.native_apps.not_sure_help" | translate }}</p>
+      {{ MultiCheckboxInput(form.complexity, form.complexity_other) }}
+
+      <hr>
+
+      <h3 class="subheading">{{ "task_orders.new.app_info.team_title" | translate }}</h3>
+      <p>{{ "task_orders.new.app_info.subtitle" | translate }}</p>
+      {{ MultiCheckboxInput(form.dev_team, form.dev_team_other) }}
+      {{ OptionsInput(form.team_experience) }}
+
+      <hr>
+
+      <div class='action-group'>
+        {{
+          SaveButton(
+            text=('common.save' | translate),
+            form="portfolio-create",
+            element="input",
+          )
+        }}
+      </div>
+    </form>
+  </base-form>
+</main>
+
+{% endblock %}
+

tests/factories.py

@@ -106,6 +106,13 @@ class PortfolioFactory(Base):
     name = factory.Faker("domain_word")
     defense_component = factory.LazyFunction(random_service_branch)
 
+    app_migration = random_choice(data.APP_MIGRATION)
+    complexity = [random_choice(data.APPLICATION_COMPLEXITY)]
+    description = factory.Faker("sentence")
+    dev_team = [random_choice(data.DEV_TEAM)]
+    native_apps = random.choice(["yes", "no", "not_sure"])
+    team_experience = random_choice(data.TEAM_EXPERIENCE)
+
     @classmethod
     def _create(cls, model_class, *args, **kwargs):
         with_applications = kwargs.pop("applications", [])

tests/routes/portfolios/test_index.py

@@ -8,6 +8,59 @@ from tests.factories import (
     UserFactory,
 )
 from atst.utils.localization import translate
+from atst.domain.portfolios import Portfolios
+from atst.domain.portfolios.query import PortfoliosQuery
+
+
+def test_new_portfolio(client, user_session):
+    user = UserFactory.create()
+    user_session(user)
+
+    response = client.get(url_for("portfolios.new_portfolio"))
+
+    assert response.status_code == 200
+
+
+def test_create_portfolio_success(client, user_session):
+    user = UserFactory.create()
+    user_session(user)
+
+    original_portfolio_count = len(PortfoliosQuery.get_all())
+
+    response = client.post(
+        url_for("portfolios.create_portfolio"),
+        data={
+            "name": "My project name",
+            "description": "My project description",
+            "defense_component": "Air Force, Department of the",
+        },
+    )
+
+    assert response.status_code == 302
+    assert len(PortfoliosQuery.get_all()) == original_portfolio_count + 1
+
+    new_portfolio = Portfolios.for_user(user=user)[-1]
+
+    assert (
+        url_for("applications.portfolio_applications", portfolio_id=new_portfolio.id)
+        in response.location
+    )
+    assert new_portfolio.owner == user
+
+
+def test_create_portfolio_failure(client, user_session):
+    user = UserFactory.create()
+    user_session(user)
+
+    original_portfolio_count = len(PortfoliosQuery.get_all())
+
+    response = client.post(
+        url_for("portfolios.create_portfolio"),
+        data={"name": "My project name", "description": "My project description"},
+    )
+
+    assert response.status_code == 400
+    assert len(PortfoliosQuery.get_all()) == original_portfolio_count
 
 
 def test_portfolio_index_with_existing_portfolios(client, user_session):

tests/test_access.py

@@ -26,6 +26,8 @@ _NO_ACCESS_CHECK_REQUIRED = _NO_LOGIN_REQUIRED + [
     "applications.accept_invitation",  # available to all users; access control is built into invitation logic
     "atst.catch_all",  # available to all users
     "portfolios.portfolios",  # the portfolios list is scoped to the user separately
+    "portfolios.new_portfolio",  # all users can create a portfolio
+    "portfolios.create_portfolio",  # create a portfolio
 ]