Add a property on the portfolio model to calculate the total
obligated funds for a portfolio. This replaces a one-off calculation
in a view function, and sets up functionality for future access
New designs call for a streamlined New Portfolio page, with far
fewer input options. This commit refactors that page according to those
designs.
Some of the route functions in this commit refer to a "step 1" of creating
a new Portfolio. Though there is no "step 2" right now, the designs call
for a multistep flow for Portfolio creation process, so this commit sets
the stage for that.
This commit lays out the genral structure and provides necessary
data for the new reporting page designs.
Some of the data generated by the report domain classes (including
the mock CSP reporting class) was modified to fit new designs. This also
included removing data that was no longer necessary. Part of the newly
mocked data includes the idea of "expended" data per CLIN or task order.
This was was mocked simply by using a 75% of the obligated funds fo a
given object. Tests were also written for these new/ modifed reporting
functions.
As for the front end, this commit only focuses on the high-level markup
layout. This includes splitting the large reporting index page into
smaller component templates for each of the major sections of the report.
1. Funding duration
Returns a tuple of the earliest period of performance start date and
latest period of performance end date for all active task order in a portfolio.
2. Days to funding expiration
Returns the numbei of days between today and the lastest
period performance end date of all active task orders
3. Active task orders
Returns a list of a portfolio's active task orders a
Previously, we were encoding the portfolio_role.user_id as part of the
form data for the portfolio admin page. This was convenient because it
allowed us to easily determine certain display attributes in the
template. Instead, we should rely on the PortfolioRole as the source of
truth for member information. This commit adds:
- Portfolio.owner_role to return the PortfolioRole of the owner
- explicitly passes the PortfolioRole IDs for the PPoC and current user
to the template
- PortfolioRole.full_name for deriving the member name
- parent relation will not include applications or environments marked
as deleted
- domain classes will exclude deleted objects from selections
- changed some test factories to use domain_word for resource names,
because they were using person names and it bugged me
