feat(crm): Adding e-portal reference to procurement

app/controllers/support/cases/contracts_controller.rb

@@ -44,7 +44,7 @@ def current_contract
     end
 
     def case_contracts_form_params
-      form_params = params.require(:case_contracts_form).permit(:supplier, :spend, :duration)
+      form_params = params.require(:case_contracts_form).permit(:supplier, :spend, :duration, :is_supplier_sme)
       form_params[:started_at] = date_param(:case_contracts_form, :started_at)
       form_params[:ended_at] = date_param(:case_contracts_form, :ended_at)
       form_params

app/controllers/support/cases/procurement_details_controller.rb

@@ -45,7 +45,7 @@ def validation
     end
 
     def case_procurement_details_form_params
-      form_params = params.require(:case_procurement_details_form).permit(:required_agreement_type, :route_to_market, :reason_for_route_to_market, :framework_id, :frameworks_framework_id)
+      form_params = params.require(:case_procurement_details_form).permit(:required_agreement_type, :route_to_market, :reason_for_route_to_market, :framework_id, :frameworks_framework_id, :e_portal_reference)
       form_params[:started_at] = date_param(:case_procurement_details_form, :started_at)
       form_params[:ended_at] = date_param(:case_procurement_details_form, :ended_at)
       form_params

app/forms/support/case_contracts_form.rb

@@ -7,6 +7,7 @@ class CaseContractsForm < Form
     option :ended_at, Types::DateField, optional: true
     option :spend, Types::DecimalField, optional: true
     option :duration, optional: true
+    option :is_supplier_sme, optional: true
 
     # @return [Hash]
     def to_h

app/forms/support/case_contracts_form_schema.rb

@@ -8,6 +8,7 @@ class CaseContractsFormSchema < ::Support::Schema
       optional(:ended_at).maybe(:hash)
       optional(:spend).maybe(Types::DecimalField)
       optional(:duration).maybe(:integer)
+      optional(:is_supplier_sme).maybe(:string)
     end
 
     rule :spend do

app/forms/support/case_procurement_details_form.rb

@@ -24,5 +24,8 @@ class CaseProcurementDetailsForm < Form
     # @!attribute [r] ended_at
     #   @return [Date, nil]
     option :ended_at, Types::DateField, optional: true
+    # @!attribute [r] e_portal_reference
+    #   @return [String, nil]
+    option :e_portal_reference, optional: true
   end
 end

app/forms/support/case_procurement_details_form_schema.rb

@@ -10,6 +10,7 @@ class CaseProcurementDetailsFormSchema < ::Support::Schema
       optional(:framework_id).value(:string)
       optional(:started_at).value(:hash)
       optional(:ended_at).value(:hash)
+      optional(:e_portal_reference).value(:string)
     end
 
     rule :started_at do

app/views/support/cases/new_contracts/edit.html.erb

@@ -6,5 +6,8 @@
   <%= form.govuk_number_field :duration, width: 5, label: { text: I18n.t("support.case_contract.new.edit.duration.header"), size: 'm' } %>
   <%= form.govuk_text_field :spend, width: 5, label: { text: I18n.t("support.case_contract.new.edit.spend.header"), size: 'm' }, prefix_text: '£' %>
   <%= form.govuk_text_field :supplier, width: 20, label: { text: I18n.t("support.case_contract.new.edit.supplier.header"), size: 'm' } %>
+  <%= form.hidden_field :is_supplier_sme, value: 'false' %>
+  <%= form.govuk_check_box :is_supplier_sme, 'true', unchecked_value: 'false', multiple: false, checked: @current_case.new_contract.is_supplier_sme, label: { text: "Supplier is a SME", size: 'm' } %>
+  <br>
   <%= form.submit I18n.t("support.case_contract.new.edit.submit"), class: "govuk-button", role: "button" %>
 <% end %>

app/views/support/cases/procurement_details/edit.html.erb

@@ -53,7 +53,9 @@
 
       <%= form.govuk_date_field :started_at, legend: { text: I18n.t("support.procurement_details.edit.started_at.header") } %>
 
-      <%= form.govuk_date_field :ended_at, legend: { text: I18n.t("support.procurement_details.edit.ended_at.header") } %>
+      <%= form.govuk_date_field :ended_at, legend: { text: I18n.t("support.procurement_details.edit.ended_at.header")} %>
+
+      <%= form.govuk_text_field :e_portal_reference, label: { text: I18n.t("support.procurement_details.edit.e_portal_reference.header"), class: "govuk-label govuk-fieldset__legend govuk-fieldset__legend--m" } %>
 
       <%= form.submit I18n.t("support.procurement_details.edit.submit"), class: "govuk-button", role: "button" %>
     <% end %>

app/views/support/cases/show/_case_details.html.erb

@@ -204,6 +204,15 @@
           <dd class="govuk-summary-list__actions"></dd>
         </div>
       <% end %>
+      <div class="govuk-summary-list__row">
+        <dt class="govuk-summary-list__key">
+          <%= I18n.t("support.case.label.procurement_details.procurement_e_portal_reference") %>
+        </dt>
+        <dd class="govuk-summary-list__value">
+          <%= current_case.procurement&.e_portal_reference %>
+        </dd>
+        <dd class="govuk-summary-list__actions"></dd>
+      </div>
     </dl>
 
     <h3 id="pd-existing-contract" class="govuk-heading-m">
@@ -248,7 +257,6 @@
         <dd class="govuk-summary-list__actions"></dd>
       </div>
     </dl>
-
     <h3 id="pd-new-contract" class="govuk-heading-m">
       New contract details -
       <%= link_to I18n.t("support.case.link.change"), edit_support_case_contract_path(current_case, current_case.new_contract_id), class: "govuk-link govuk-link--no-visited-state"%>
@@ -290,6 +298,15 @@
         </dd>
         <dd class="govuk-summary-list__actions"></dd>
       </div>
+      <div class="govuk-summary-list__row">
+        <dt class="govuk-summary-list__key">
+          <%= I18n.t("support.case.label.procurement_details.supplier_is_sme") %>
+        </dt>
+        <dd class="govuk-summary-list__value">
+          <%= current_case.new_contract&.is_supplier_sme ? "Yes" : "No" %>
+        </dd>
+        <dd class="govuk-summary-list__actions"></dd>
+      </div>
     </dl>
 
     <h3 id="pd-savings" class="govuk-heading-m">

config/locales/en.yml

@@ -1080,6 +1080,7 @@ en:
           legacy_framework_name: Legacy Framework
           procurement_end_date: Procurement end date
           procurement_start_date: Procurement start date
+          procurement_e_portal_reference: E-portal reference
           reason_for_route_to_market: Reason for route to market
           required_agreement_type: Required agreement type
           route_to_market: Route to market
@@ -1090,6 +1091,7 @@ en:
           savings_status: Status
           start_date: Start date
           supplier: Supplier
+          supplier_is_sme: Supplier is an SME
         procurement_stage: Procurement stage
         query: Query
         received_at: Received
@@ -1345,7 +1347,7 @@ en:
           supplier:
             header: Existing contract supplier
       flash:
-        updated: Successfully changed case contracts
+        updated: Case contract details successfully changed
       new:
         edit:
           duration:
@@ -1926,6 +1928,8 @@ en:
           header: Procurement stage
         started_at:
           header: Start date of the procurement
+        e_portal_reference:
+          header: E-portal reference
         submit: Continue
       flash:
         updated: Successfully changed procurement details

db/migrate/20240904143856_add_e_portal_reference_to_procurement.rb

@@ -0,0 +1,5 @@
+class AddEPortalReferenceToProcurement < ActiveRecord::Migration[7.1]
+  def change
+    add_column :support_procurements, :e_portal_reference, :string, default: nil
+  end
+end

db/migrate/20240911100311_add_is_supplier_sme_to_contract.rb

@@ -0,0 +1,5 @@
+class AddIsSupplierSmeToContract < ActiveRecord::Migration[7.1]
+  def change
+    add_column :support_contracts, :is_supplier_sme, :boolean, default: false
+  end
+end

db/migrate/20240911140017_update_support_case_data_to_version12.rb

@@ -0,0 +1,5 @@
+class UpdateSupportCaseDataToVersion12 < ActiveRecord::Migration[7.1]
+  def change
+    update_view :support_case_data, version: 12, revert_to_version: 11
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2024_08_18_210639) do
+ActiveRecord::Schema[7.1].define(version: 2024_09_11_140017) do
   create_sequence "evaluation_refs"
   create_sequence "framework_refs"
 
@@ -589,11 +589,11 @@
     t.integer "savings_status"
     t.integer "savings_estimate_method"
     t.integer "savings_actual_method"
-    t.decimal "savings_estimate", precision: 9, scale: 2
-    t.decimal "savings_actual", precision: 9, scale: 2
+    t.decimal "savings_estimate", precision: 10, scale: 2
+    t.decimal "savings_actual", precision: 10, scale: 2
     t.boolean "action_required", default: false
     t.string "organisation_type"
-    t.decimal "value", precision: 9, scale: 2
+    t.decimal "value", precision: 10, scale: 2
     t.integer "closure_reason"
     t.string "extension_number"
     t.string "other_category"
@@ -652,7 +652,8 @@
     t.date "started_at"
     t.date "ended_at"
     t.interval "duration"
-    t.decimal "spend", precision: 9, scale: 2
+    t.decimal "spend", precision: 10, scale: 2
+    t.boolean "is_supplier_sme", default: false
   end
 
   create_table "support_documents", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -904,6 +905,7 @@
     t.datetime "updated_at", null: false
     t.uuid "framework_id"
     t.uuid "frameworks_framework_id"
+    t.string "e_portal_reference"
     t.index ["framework_id"], name: "index_support_procurements_on_framework_id"
     t.index ["stage"], name: "index_support_procurements_on_stage"
   end
@@ -1117,24 +1119,6 @@
        LEFT JOIN support_establishment_searches ses ON (((sc.organisation_id = ses.id) AND ((sc.organisation_type)::text = ses.source))))
        LEFT JOIN support_categories cat ON ((sc.category_id = cat.id)));
   SQL
-  create_view "support_tower_cases", sql_definition: <<-SQL
-      SELECT sc.id,
-      sc.state,
-      sc.value,
-      sc.procurement_id,
-      sc.organisation_id,
-      (sc.procurement_stage_id)::text AS procurement_stage_id,
-      COALESCE(sc.support_level, 99) AS support_level,
-      COALESCE(tow.title, 'No Tower'::character varying) AS tower_name,
-      lower(replace((COALESCE(tow.title, 'No Tower'::character varying))::text, ' '::text, '-'::text)) AS tower_slug,
-      tow.id AS tower_id,
-      sc.created_at,
-      sc.updated_at
-     FROM ((support_cases sc
-       LEFT JOIN support_categories cat ON ((sc.category_id = cat.id)))
-       LEFT JOIN support_towers tow ON ((cat.support_tower_id = tow.id)))
-    WHERE (sc.state = ANY (ARRAY[0, 1, 3]));
-  SQL
   create_view "support_message_threads", sql_definition: <<-SQL
       SELECT DISTINCT ON (se.outlook_conversation_id, se.ticket_id) se.outlook_conversation_id AS conversation_id,
       se.case_id,
@@ -1235,6 +1219,24 @@
              FROM frameworks_evaluations ffe
             GROUP BY ffe.framework_id) evals ON ((evals.framework_id = ff.id)));
   SQL
+  create_view "support_tower_cases", sql_definition: <<-SQL
+      SELECT sc.id,
+      sc.state,
+      sc.value,
+      sc.procurement_id,
+      sc.organisation_id,
+      (sc.procurement_stage_id)::text AS procurement_stage_id,
+      COALESCE(sc.support_level, 99) AS support_level,
+      COALESCE(tow.title, 'No Tower'::character varying) AS tower_name,
+      lower(replace((COALESCE(tow.title, 'No Tower'::character varying))::text, ' '::text, '-'::text)) AS tower_slug,
+      tow.id AS tower_id,
+      sc.created_at,
+      sc.updated_at
+     FROM ((support_cases sc
+       LEFT JOIN support_categories cat ON ((sc.category_id = cat.id)))
+       LEFT JOIN support_towers tow ON ((cat.support_tower_id = tow.id)))
+    WHERE (sc.state = ANY (ARRAY[0, 1, 3]));
+  SQL
   create_view "support_case_data", sql_definition: <<-SQL
       SELECT sc.id AS case_id,
       sc.ref AS case_ref,
@@ -1301,6 +1303,7 @@
       sps.key AS procurement_stage_key,
       sp.started_at AS procurement_started_at,
       sp.ended_at AS procurement_ended_at,
+      sp.e_portal_reference AS procurement_e_portal_reference,
       ec.started_at AS previous_contract_started_at,
       ec.ended_at AS previous_contract_ended_at,
       ec.duration AS previous_contract_duration,
@@ -1311,6 +1314,7 @@
       nc.duration AS new_contract_duration,
       nc.spend AS new_contract_spend,
       nc.supplier AS new_contract_supplier,
+      nc.is_supplier_sme AS new_contract_supplier_sme_check,
       ps.created_at AS participation_survey_date,
       es.created_at AS exit_survey_date,
       sir.referrer