Merge branch 'main' into CLDC-3361-scheme-back-link

Gemfile

@@ -62,6 +62,8 @@ gem "possessive"
 # Strip whitespace from active record attributes
 gem "auto_strip_attributes"
 # Use sidekiq for background processing
+gem "factory_bot_rails"
+gem "faker"
 gem "method_source", "~> 1.1"
 gem "rails_admin", "~> 3.1"
 gem "ruby-openai"
@@ -75,8 +77,6 @@ group :development, :test do
   # Call 'byebug' anywhere in the code to stop execution and get a debugger console
   gem "byebug", platforms: %i[mri mingw x64_mingw]
   gem "dotenv-rails"
-  gem "factory_bot_rails"
-  gem "faker"
   gem "pry-byebug"
 
   gem "parallel_tests"

app/components/create_log_actions_component.html.erb

@@ -7,5 +7,10 @@
     <% if user.support? %>
       <%= govuk_button_link_to view_uploads_button_copy, view_uploads_button_href, secondary: true %>
     <% end %>
+
+    <% if FeatureToggle.create_test_logs_enabled? %>
+      <%= govuk_button_link_to "Create test log", create_test_log_href, secondary: true %>
+      <%= govuk_button_link_to "Create test log (setup only)", create_setup_test_log_href, secondary: true %>
+    <% end %>
 <% end %>
 </div>

app/components/create_log_actions_component.rb

@@ -34,6 +34,14 @@ class CreateLogActionsComponent < ViewComponent::Base
     send("bulk_upload_#{log_type}_log_path", id: "start")
   end
 
+  def create_test_log_href
+    send("create_test_#{log_type}_log_path")
+  end
+
+  def create_setup_test_log_href
+    send("create_setup_test_#{log_type}_log_path")
+  end
+
   def view_uploads_button_copy
     "View #{log_type} bulk uploads"
   end

app/controllers/csv_downloads_controller.rb

@@ -0,0 +1,27 @@
+class CsvDownloadsController < ApplicationController
+  before_action :authenticate_user!
+
+  def show
+    @csv_download = CsvDownload.find(params[:id])
+    authorize @csv_download
+
+    return render "errors/download_link_expired" if @csv_download.expired?
+  end
+
+  def download
+    csv_download = CsvDownload.find(params[:id])
+    authorize csv_download
+
+    return render "errors/download_link_expired" if csv_download.expired?
+
+    downloader = Csv::Downloader.new(csv_download:)
+
+    if Rails.env.development?
+      downloader.call
+      send_file downloader.path, filename: csv_download.filename, type: "text/csv"
+    else
+      presigned_url = downloader.presigned_url
+      redirect_to presigned_url, allow_other_host: true
+    end
+  end
+end

app/controllers/lettings_logs_controller.rb

@@ -149,6 +149,20 @@ class LettingsLogsController < LogsController
     end
   end
 
+  def create_test_log
+    return render_not_found unless FeatureToggle.create_test_logs_enabled?
+
+    log = FactoryBot.create(:lettings_log, :completed, assigned_to: current_user, ppostcode_full: "SW1A 1AA")
+    redirect_to lettings_log_path(log)
+  end
+
+  def create_setup_test_log
+    return render_not_found unless FeatureToggle.create_test_logs_enabled?
+
+    log = FactoryBot.create(:lettings_log, :setup_completed, assigned_to: current_user)
+    redirect_to lettings_log_path(log)
+  end
+
 private
 
   def session_filters

app/controllers/merge_requests_controller.rb

@@ -143,6 +143,7 @@ private
 
       if [day, month, year].none?(&:blank?) && Date.valid_date?(year.to_i, month.to_i, day.to_i)
         merge_request_params["merge_date"] = Time.zone.local(year.to_i, month.to_i, day.to_i)
+        @merge_request.errors.add(:merge_date, :more_than_year_from_today) if Time.zone.local(year.to_i, month.to_i, day.to_i) - 1.year > Time.zone.today
       else
         @merge_request.errors.add(:merge_date, :invalid)
       end

app/controllers/organisations_controller.rb

@@ -24,7 +24,7 @@ class OrganisationsController < ApplicationController
   end
 
   def schemes
-    organisation_schemes = Scheme.visible.where(owning_organisation: [@organisation] + @organisation.parent_organisations)
+    organisation_schemes = Scheme.visible.where(owning_organisation: [@organisation] + @organisation.parent_organisations + @organisation.absorbed_organisations.visible.merged_during_open_collection_period)
 
     @pagy, @schemes = pagy(filter_manager.filtered_schemes(organisation_schemes, search_term, session_filters))
     @searched = search_term.presence

app/controllers/sales_logs_controller.rb

@@ -119,6 +119,20 @@ class SalesLogsController < LogsController
     end
   end
 
+  def create_test_log
+    return render_not_found unless FeatureToggle.create_test_logs_enabled?
+
+    log = FactoryBot.create(:sales_log, :completed, assigned_to: current_user)
+    redirect_to sales_log_path(log)
+  end
+
+  def create_setup_test_log
+    return render_not_found unless FeatureToggle.create_test_logs_enabled?
+
+    log = FactoryBot.create(:sales_log, :shared_ownership_setup_complete, assigned_to: current_user)
+    redirect_to sales_log_path(log)
+  end
+
 private
 
   def session_filters

app/controllers/schemes_controller.rb

@@ -118,6 +118,10 @@ class SchemesController < ApplicationController
     validation_errors scheme_params
 
     if @scheme.errors.empty? && @scheme.save
+      if @scheme.owning_organisation.merge_date.present?
+        deactivation = SchemeDeactivationPeriod.new(scheme: @scheme, deactivation_date: @scheme.owning_organisation.merge_date)
+        deactivation.save!(validate: false)
+      end
       redirect_to scheme_primary_client_group_path(@scheme)
     else
       if @scheme.errors.any? { |error| error.attribute == :owning_organisation }
@@ -152,7 +156,7 @@ class SchemesController < ApplicationController
           flash[:notice] = if scheme_previously_confirmed
                              "#{@scheme.service_name} has been updated."
                            else
-                             "#{@scheme.service_name} has been created. It does not require helpdesk approval."
+                             "#{@scheme.service_name} has been created."
                            end
           redirect_to scheme_path(@scheme)
         end

app/controllers/users_controller.rb

@@ -114,6 +114,7 @@ class UsersController < ApplicationController
 
     validate_attributes
     if @user.errors.empty? && @user.save
+      flash[:notice] = "Invitation sent to #{@user.email}"
       redirect_to created_user_redirect_path
     else
       unless @user.errors[:organisation].empty?

app/helpers/filters_helper.rb

@@ -192,9 +192,15 @@ module FiltersHelper
   end
 
   def show_scheme_managing_org_filter?(user)
+    return true if user.support?
+
     org = user.organisation
+    stock_owners = org.stock_owners.count
+    recently_absorbed_with_stock = org.absorbed_organisations.visible.merged_during_open_collection_period.where(holds_own_stock: true).count
+
+    relevant_orgs_count = stock_owners + recently_absorbed_with_stock + (org.holds_own_stock? ? 1 : 0)
 
-    user.support? || org.stock_owners.count > 1 || (org.holds_own_stock? && org.stock_owners.count.positive?)
+    relevant_orgs_count > 1
   end
 
   def logs_for_both_needstypes_present?(organisation)

app/helpers/merge_requests_helper.rb

@@ -276,4 +276,8 @@ module MergeRequestsHelper
   def any_organisations_share_logs?(organisations, type)
     organisations.any? { |organisation| organisation.send("#{type}_logs").filter_by_managing_organisation(organisations.where.not(id: organisation.id)).exists? }
   end
+
+  def begin_merge_disabled?(merge_request)
+    merge_request.status != "ready_to_merge" || merge_request.merge_date.future?
+  end
 end

app/helpers/schemes_helper.rb

@@ -20,11 +20,14 @@ module SchemesHelper
   end
 
   def owning_organisation_options(current_user)
-    all_orgs = Organisation.visible.map { |org| OpenStruct.new(id: org.id, name: org.name) }
-    user_org = [OpenStruct.new(id: current_user.organisation_id, name: current_user.organisation.name)]
-    stock_owners = current_user.organisation.stock_owners.visible.map { |org| OpenStruct.new(id: org.id, name: org.name) }
-    merged_organisations = current_user.organisation.absorbed_organisations.visible.merged_during_open_collection_period.map { |org| OpenStruct.new(id: org.id, name: org.name) }
-    current_user.support? ? all_orgs : user_org + stock_owners + merged_organisations
+    if current_user.support?
+      Organisation.visible.map { |org| OpenStruct.new(id: org.id, name: org.name) }
+    else
+      user_org = [current_user.organisation]
+      stock_owners = current_user.organisation.stock_owners.visible.filter { |org| org.status == :active || (org.status == :merged && org.merge_date >= FormHandler.instance.start_date_of_earliest_open_for_editing_collection_period) }
+      merged_organisations = current_user.organisation.absorbed_organisations.visible.merged_during_open_collection_period
+      (user_org + stock_owners + merged_organisations).map { |org| OpenStruct.new(id: org.id, name: org.name) }
+    end
   end
 
   def null_option
@@ -81,7 +84,12 @@ module SchemesHelper
     when :deactivating_soon
       "This scheme deactivates on #{scheme.last_deactivation_date.to_formatted_s(:govuk_date)}. Any locations you add will be deactivated on the same date. Reactivate the scheme to add locations active after this date."
     when :deactivated
-      "This scheme deactivated on #{scheme.last_deactivation_date.to_formatted_s(:govuk_date)}. Any locations you add will be deactivated on the same date. Reactivate the scheme to add locations active after this date."
+      case scheme.owning_organisation.status
+      when :active
+        "This scheme deactivated on #{scheme.last_deactivation_date.to_formatted_s(:govuk_date)}. Any locations you add will be deactivated on the same date. Reactivate the scheme to add locations active after this date."
+      when :merged
+        "This scheme has been deactivated due to #{scheme.owning_organisation.name} merging into #{scheme.owning_organisation.absorbing_organisation.name} on #{scheme.owning_organisation.merge_date.to_formatted_s(:govuk_date)}. Any locations you add will be deactivated on the same date. Use the after merge organisation for schemes and locations active after this date."
+      end
     end
   end
 

app/jobs/email_csv_job.rb

@@ -1,9 +1,10 @@
 class EmailCsvJob < ApplicationJob
+  include Rails.application.routes.url_helpers
   queue_as :default
 
   BYTE_ORDER_MARK = "\uFEFF".freeze # Required to ensure Excel always reads CSV as UTF-8
 
-  EXPIRATION_TIME = 24.hours.to_i
+  EXPIRATION_TIME = 48.hours.to_i
 
   def perform(user, search_term = nil, filters = {}, all_orgs = false, organisation = nil, codes_only_export = false, log_type = "lettings", year = nil) # rubocop:disable Style/OptionalBooleanParameter - sidekiq can't serialise named params
     export_type = codes_only_export ? "codes" : "labels"
@@ -20,10 +21,16 @@ class EmailCsvJob < ApplicationJob
 
     filename = "#{[log_type, 'logs', organisation&.name, Time.zone.now].compact.join('-')}.csv"
 
-    storage_service = Storage::S3Service.new(Configuration::EnvConfigurationService.new, ENV["BULK_UPLOAD_BUCKET"])
+    storage_service = if FeatureToggle.upload_enabled?
+                        Storage::S3Service.new(Configuration::EnvConfigurationService.new, ENV["BULK_UPLOAD_BUCKET"])
+                      else
+                        Storage::LocalDiskService.new
+                      end
+
     storage_service.write_file(filename, BYTE_ORDER_MARK + csv_string)
+    csv_download = CsvDownload.create!(user:, organisation: user.organisation, filename:, download_type: log_type, expiration_time: EXPIRATION_TIME)
 
-    url = storage_service.get_presigned_url(filename, EXPIRATION_TIME)
+    url = csv_download_url(csv_download.id, host: ENV["APP_HOST"])
 
     CsvDownloadMailer.new.send_csv_download_mail(user, url, EXPIRATION_TIME)
   end

app/jobs/scheme_email_csv_job.rb

@@ -1,9 +1,10 @@
 class SchemeEmailCsvJob < ApplicationJob
+  include Rails.application.routes.url_helpers
   queue_as :default
 
   BYTE_ORDER_MARK = "\uFEFF".freeze # Required to ensure Excel always reads CSV as UTF-8
 
-  EXPIRATION_TIME = 24.hours.to_i
+  EXPIRATION_TIME = 48.hours.to_i
 
   def perform(user, search_term = nil, filters = {}, all_orgs = false, organisation = nil, download_type = "combined") # rubocop:disable Style/OptionalBooleanParameter - sidekiq can't serialise named params
     unfiltered_schemes = if organisation.present? && user.support?
@@ -23,10 +24,16 @@ class SchemeEmailCsvJob < ApplicationJob
       filename = "#{['schemes-and-locations', organisation&.name, Time.zone.now].compact.join('-')}.csv"
     end
 
-    storage_service = Storage::S3Service.new(Configuration::EnvConfigurationService.new, ENV["BULK_UPLOAD_BUCKET"])
+    storage_service = if FeatureToggle.upload_enabled?
+                        Storage::S3Service.new(Configuration::EnvConfigurationService.new, ENV["BULK_UPLOAD_BUCKET"])
+                      else
+                        Storage::LocalDiskService.new
+                      end
+
     storage_service.write_file(filename, BYTE_ORDER_MARK + csv_string)
+    csv_download = CsvDownload.create!(user:, organisation: user.organisation, filename:, download_type:, expiration_time: EXPIRATION_TIME)
 
-    url = storage_service.get_presigned_url(filename, EXPIRATION_TIME)
+    url = csv_download_url(csv_download.id, host: ENV["APP_HOST"])
 
     CsvDownloadMailer.new.send_csv_download_mail(user, url, EXPIRATION_TIME)
   end

app/models/csv_download.rb

@@ -0,0 +1,10 @@
+class CsvDownload < ApplicationRecord
+  enum download_type: { lettings: "lettings", sales: "sales", schemes: "schemes", locations: "locations", combined: "combined" }
+
+  belongs_to :user
+  belongs_to :organisation
+
+  def expired?
+    created_at < expiration_time.seconds.ago
+  end
+end

app/models/derived_variables/lettings_log_variables.rb

@@ -124,6 +124,11 @@ module DerivedVariables::LettingsLogVariables
 
     self.nationality_all = nationality_all_group if nationality_uk_or_prefers_not_to_say?
 
+    if startdate_changed? && !LocalAuthority.active(startdate).where(code: la).exists?
+      self.la = nil
+      self.is_la_inferred = false
+    end
+
     reset_address_fields! if is_supported_housing?
   end
 

app/models/derived_variables/sales_log_variables.rb

@@ -75,6 +75,11 @@ module DerivedVariables::SalesLogVariables
     self.nationality_all = nationality_all_group if nationality_uk_or_prefers_not_to_say?
     self.nationality_all_buyer2 = nationality_all_buyer2_group if nationality2_uk_or_prefers_not_to_say?
 
+    if saledate_changed? && !LocalAuthority.active(saledate).where(code: la).exists?
+      self.la = nil
+      self.is_la_inferred = false
+    end
+
     set_encoded_derived_values!(DEPENDENCIES)
   end
 

app/models/form/lettings/subsections/household_needs.rb

@@ -2,7 +2,6 @@ class Form::Lettings::Subsections::HouseholdNeeds < ::Form::Subsection
   def initialize(id, hsh, section)
     super
     @id = "household_needs"
-    @copy_key = "lettings.household_needs.housingneeds_type"
     @label = "Household needs"
     @depends_on = [{ "non_location_setup_questions_completed?" => true }]
   end

app/models/form/page.rb

@@ -25,7 +25,7 @@ class Form::Page
   delegate :form, to: :subsection
 
   def copy_key
-    @copy_key ||= "#{form.type}.#{subsection.id}.#{questions[0].id}"
+    @copy_key ||= "#{form.type}.#{subsection.copy_key}.#{questions[0].id}"
   end
 
   def header

app/models/form/question.rb

@@ -51,7 +51,7 @@ class Form::Question
   delegate :form, to: :subsection
 
   def copy_key
-    @copy_key ||= "#{form.type}.#{subsection.id}.#{id}"
+    @copy_key ||= "#{form.type}.#{subsection.copy_key}.#{id}"
   end
 
   def check_answer_label

app/models/form/sales/pages/buyer_interview.rb

@@ -2,7 +2,7 @@ class Form::Sales::Pages::BuyerInterview < ::Form::Page
   def initialize(id, hsh, subsection, joint_purchase:)
     super(id, hsh, subsection)
     @joint_purchase = joint_purchase
-    @copy_key = "sales.#{subsection.id}.noint.#{joint_purchase ? 'joint_purchase' : 'not_joint_purchase'}"
+    @copy_key = "sales.#{subsection.copy_key}.noint.#{joint_purchase ? 'joint_purchase' : 'not_joint_purchase'}"
   end
 
   def questions

app/models/form/sales/pages/deposit.rb

@@ -3,7 +3,6 @@ class Form::Sales::Pages::Deposit < ::Form::Page
     super(id, hsh, subsection)
     @ownershipsch = ownershipsch
     @optional = optional
-    @copy_key = "sales.sale_information.deposit"
   end
 
   def questions

app/models/form/sales/pages/deposit_discount.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::DepositDiscount < ::Form::Page
   def initialize(id, hsh, subsection, optional:)
     super(id, hsh, subsection)
     @optional = optional
-    @copy_key = "sales.sale_information.cashdis"
   end
 
   def questions

app/models/form/sales/pages/discount.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::Discount < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "discount"
-    @copy_key = "sales.sale_information.discount"
     @depends_on = [{
       "right_to_buy?" => true,
     }]

app/models/form/sales/pages/equity.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::Equity < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "equity"
-    @copy_key = "sales.sale_information.equity"
   end
 
   def questions

app/models/form/sales/pages/estate_management_fee.rb

@@ -0,0 +1,13 @@
+class Form::Sales::Pages::EstateManagementFee < ::Form::Page
+  def initialize(id, hsh, subsection)
+    super
+    @copy_key = "sales.sale_information.management_fee"
+  end
+
+  def questions
+    @questions ||= [
+      Form::Sales::Questions::HasManagementFee.new(nil, nil, self),
+      Form::Sales::Questions::ManagementFee.new(nil, nil, self),
+    ]
+  end
+end

app/models/form/sales/pages/extra_borrowing.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::ExtraBorrowing < ::Form::Page
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @ownershipsch = ownershipsch
-    @copy_key = "sales.sale_information.extrabor"
     @description = ""
     @subsection = subsection
     @depends_on = [{

app/models/form/sales/pages/grant.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::Grant < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "grant"
-    @copy_key = "sales.sale_information.grant"
     @depends_on = [{
       "right_to_buy?" => false,
       "rent_to_buy_full_ownership?" => false,

app/models/form/sales/pages/living_before_purchase.rb

@@ -19,11 +19,17 @@ class Form::Sales::Pages::LivingBeforePurchase < ::Form::Page
     end
   end
 
-  def depends_on
+  def routed_to?(log, _user)
+    super && page_routed_to?(log)
+  end
+
+  def page_routed_to?(log)
+    return false if form.start_year_2025_or_later? && log.resale != 2
+
     if @joint_purchase
-      [{ "joint_purchase?" => true }]
+      log.joint_purchase?
     else
-      [{ "not_joint_purchase?" => true }, { "jointpur" => nil }]
+      log.not_joint_purchase? || log.jointpur.nil?
     end
   end
 end

app/models/form/sales/pages/monthly_rent.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::MonthlyRent < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "monthly_rent"
-    @copy_key = "sales.sale_information.mrent"
   end
 
   def questions

app/models/form/sales/pages/mortgage_amount.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::MortgageAmount < ::Form::Page
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @ownershipsch = ownershipsch
-    @copy_key = "sales.sale_information.mortgage"
     @depends_on = [{ "mortgage_used?" => true }]
   end
 

app/models/form/sales/pages/mortgage_lender.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::MortgageLender < ::Form::Page
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @ownershipsch = ownershipsch
-    @copy_key = "sales.sale_information.mortgagelender"
     @description = ""
     @subsection = subsection
     @depends_on = [{

app/models/form/sales/pages/mortgage_lender_other.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::MortgageLenderOther < ::Form::Page
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @ownershipsch = ownershipsch
-    @copy_key = "sales.sale_information.mortgagelenderother"
     @description = ""
     @subsection = subsection
     @depends_on = [{

app/models/form/sales/pages/mortgage_length.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::MortgageLength < ::Form::Page
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @ownershipsch = ownershipsch
-    @copy_key = "sales.sale_information.mortlen"
     @depends_on = [{
       "mortgageused" => 1,
     }]

app/models/form/sales/pages/mortgageused.rb

@@ -1,7 +1,6 @@
 class Form::Sales::Pages::Mortgageused < ::Form::Page
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
-    @copy_key = "sales.sale_information.mortgageused"
     @ownershipsch = ownershipsch
   end
 

app/models/form/sales/pages/previous_bedrooms.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::PreviousBedrooms < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "previous_bedrooms"
-    @copy_key = "sales.sale_information.frombeds"
     @depends_on = [
       {
         "soctenant" => 1,

app/models/form/sales/pages/previous_property_type.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::PreviousPropertyType < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "previous_property_type"
-    @copy_key = "sales.sale_information.fromprop"
     @description = ""
     @subsection = subsection
     @depends_on = [

app/models/form/sales/pages/previous_tenure.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::PreviousTenure < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "shared_ownership_previous_tenure"
-    @copy_key = "sales.sale_information.socprevten"
     @header = ""
     @description = ""
     @subsection = subsection

app/models/form/sales/pages/privacy_notice.rb

@@ -1,7 +1,7 @@
 class Form::Sales::Pages::PrivacyNotice < ::Form::Page
   def initialize(id, hsh, subsection, joint_purchase:)
     super(id, hsh, subsection)
-    @copy_key = "sales.#{subsection.id}.privacynotice.#{joint_purchase ? 'joint_purchase' : 'not_joint_purchase'}"
+    @copy_key = "sales.#{subsection.copy_key}.privacynotice.#{joint_purchase ? 'joint_purchase' : 'not_joint_purchase'}"
     @joint_purchase = joint_purchase
   end
 

app/models/form/sales/pages/resale.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::Resale < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "resale"
-    @copy_key = "sales.sale_information.resale"
     @depends_on = [
       {
         "staircase" => 2,

app/models/form/sales/pages/staircase.rb

@@ -3,7 +3,7 @@ class Form::Sales::Pages::Staircase < ::Form::Page
     super
     @id = "staircasing"
     @depends_on = [{ "ownershipsch" => 1 }]
-    @copy_key = "sales.#{subsection.id}.staircasing"
+    @copy_key = "sales.#{subsection.copy_key}.staircasing"
   end
 
   def questions

app/models/form/sales/pages/value_shared_ownership.rb

@@ -2,7 +2,6 @@ class Form::Sales::Pages::ValueSharedOwnership < ::Form::Page
   def initialize(id, hsh, subsection)
     super
     @id = "value_shared_ownership"
-    @copy_key = "sales.sale_information.value"
   end
 
   def questions

app/models/form/sales/questions/buyer_interview.rb

@@ -2,7 +2,7 @@ class Form::Sales::Questions::BuyerInterview < ::Form::Question
   def initialize(id, hsh, page, joint_purchase:)
     super(id, hsh, page)
     @id = "noint"
-    @copy_key = "sales.#{subsection.id}.noint.#{joint_purchase ? 'joint_purchase' : 'not_joint_purchase'}"
+    @copy_key = "sales.#{subsection.copy_key}.noint.#{joint_purchase ? 'joint_purchase' : 'not_joint_purchase'}"
     @type = "radio"
     @answer_options = ANSWER_OPTIONS
     @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]

app/models/form/sales/questions/deposit_amount.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::DepositAmount < ::Form::Question
   def initialize(id, hsh, subsection, ownershipsch:, optional:)
     super(id, hsh, subsection)
     @id = "deposit"
-    @copy_key = "sales.sale_information.deposit"
     @type = "numeric"
     @min = 0
     @max = 999_999

app/models/form/sales/questions/deposit_discount.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::DepositDiscount < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "cashdis"
-    @copy_key = "sales.sale_information.cashdis"
     @type = "numeric"
     @min = 0
     @max = 999_999

app/models/form/sales/questions/discount.rb

@@ -3,7 +3,6 @@ class Form::Sales::Questions::Discount < ::Form::Question
     super
     @id = "discount"
     @type = "numeric"
-    @copy_key = "sales.sale_information.discount"
     @min = 0
     @max = form.start_year_2024_or_later? ? 70 : 100
     @step = 0.1

app/models/form/sales/questions/equity.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::Equity < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "equity"
-    @copy_key = "sales.sale_information.equity"
     @type = "numeric"
     @min = 0
     @max = 100

app/models/form/sales/questions/extra_borrowing.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::ExtraBorrowing < ::Form::Question
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @id = "extrabor"
-    @copy_key = "sales.sale_information.extrabor"
     @type = "radio"
     @answer_options = ANSWER_OPTIONS
     @page = page

app/models/form/sales/questions/fromprop.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::Fromprop < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "fromprop"
-    @copy_key = "sales.sale_information.fromprop"
     @type = "radio"
     @page = page
     @answer_options = ANSWER_OPTIONS

app/models/form/sales/questions/grant.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::Grant < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "grant"
-    @copy_key = "sales.sale_information.grant"
     @type = "numeric"
     @min = 0
     @max = 999_999

app/models/form/sales/questions/has_management_fee.rb

@@ -0,0 +1,24 @@
+class Form::Sales::Questions::HasManagementFee < ::Form::Question
+  def initialize(id, hsh, subsection)
+    super
+    @id = "has_management_fee"
+    @copy_key = "sales.sale_information.management_fee.has_management_fee"
+    @type = "radio"
+    @answer_options = ANSWER_OPTIONS
+    @conditional_for = {
+      "management_fee" => [1],
+    }
+    @hidden_in_check_answers = {
+      "depends_on" => [
+        {
+          "has_management_fee" => 1,
+        },
+      ],
+    }
+  end
+
+  ANSWER_OPTIONS = {
+    "1" => { "value" => "Yes" },
+    "0" => { "value" => "No" },
+  }.freeze
+end

app/models/form/sales/questions/management_fee.rb

@@ -0,0 +1,12 @@
+class Form::Sales::Questions::ManagementFee < ::Form::Question
+  def initialize(id, hsh, subsection)
+    super
+    @id = "management_fee"
+    @copy_key = "sales.sale_information.management_fee.management_fee"
+    @type = "numeric"
+    @min = 1
+    @step = 0.01
+    @width = 5
+    @prefix = "£"
+  end
+end

app/models/form/sales/questions/monthly_rent.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::MonthlyRent < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "mrent"
-    @copy_key = "sales.sale_information.mrent"
     @type = "numeric"
     @min = 0
     @step = 0.01

app/models/form/sales/questions/mortgage_amount.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::MortgageAmount < ::Form::Question
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @id = "mortgage"
-    @copy_key = "sales.sale_information.mortgage"
     @type = "numeric"
     @min = 1
     @step = 1

app/models/form/sales/questions/mortgage_lender.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::MortgageLender < ::Form::Question
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @id = "mortgagelender"
-    @copy_key = "sales.sale_information.mortgagelender"
     @type = "select"
     @page = page
     @bottom_guidance_partial = "mortgage_lender"

app/models/form/sales/questions/mortgage_lender_other.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::MortgageLenderOther < ::Form::Question
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @id = "mortgagelenderother"
-    @copy_key = "sales.sale_information.mortgagelenderother"
     @type = "text"
     @page = page
     @ownershipsch = ownershipsch

app/models/form/sales/questions/mortgage_length.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::MortgageLength < ::Form::Question
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @id = "mortlen"
-    @copy_key = "sales.sale_information.mortlen"
     @type = "numeric"
     @min = 0
     @max = 60

app/models/form/sales/questions/mortgageused.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::Mortgageused < ::Form::Question
   def initialize(id, hsh, subsection, ownershipsch:)
     super(id, hsh, subsection)
     @id = "mortgageused"
-    @copy_key = "sales.sale_information.mortgageused"
     @type = "radio"
     @answer_options = ANSWER_OPTIONS
     @ownershipsch = ownershipsch

app/models/form/sales/questions/previous_bedrooms.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::PreviousBedrooms < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "frombeds"
-    @copy_key = "sales.sale_information.frombeds"
     @type = "numeric"
     @width = 5
     @min = 1

app/models/form/sales/questions/previous_tenure.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::PreviousTenure < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "socprevten"
-    @copy_key = "sales.sale_information.socprevten"
     @type = "radio"
     @page = page
     @answer_options = ANSWER_OPTIONS

app/models/form/sales/questions/privacy_notice.rb

@@ -2,7 +2,7 @@ class Form::Sales::Questions::PrivacyNotice < ::Form::Question
   def initialize(id, hsh, page, joint_purchase:)
     super(id, hsh, page)
     @id = "privacynotice"
-    @copy_key = "sales.#{subsection.id}.privacynotice.#{joint_purchase ? 'joint_purchase' : 'not_joint_purchase'}"
+    @copy_key = "sales.#{subsection.copy_key}.privacynotice.#{joint_purchase ? 'joint_purchase' : 'not_joint_purchase'}"
     @type = "checkbox"
     @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]
     @joint_purchase = joint_purchase

app/models/form/sales/questions/resale.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::Resale < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "resale"
-    @copy_key = "sales.sale_information.resale"
     @type = "radio"
     @answer_options = ANSWER_OPTIONS
     @question_number = QUESTION_NUMBER_FROM_YEAR[form.start_date.year] || QUESTION_NUMBER_FROM_YEAR[QUESTION_NUMBER_FROM_YEAR.keys.max]

app/models/form/sales/questions/value.rb

@@ -2,7 +2,6 @@ class Form::Sales::Questions::Value < ::Form::Question
   def initialize(id, hsh, page)
     super
     @id = "value"
-    @copy_key = "sales.sale_information.value"
     @type = "numeric"
     @min = 0
     @step = 1

app/models/form/sales/sections/sale_information.rb

@@ -5,9 +5,17 @@ class Form::Sales::Sections::SaleInformation < ::Form::Section
     @label = "Sale information"
     @description = ""
     @subsections = [
-      Form::Sales::Subsections::SharedOwnershipScheme.new(nil, nil, self),
+      shared_ownership_scheme_subsection,
       Form::Sales::Subsections::DiscountedOwnershipScheme.new(nil, nil, self),
       Form::Sales::Subsections::OutrightSale.new(nil, nil, self),
     ] || []
   end
+
+  def shared_ownership_scheme_subsection
+    if form.start_year_2025_or_later?
+      Form::Sales::Subsections::SharedOwnershipInitialPurchase.new(nil, nil, self)
+    else
+      Form::Sales::Subsections::SharedOwnershipScheme.new(nil, nil, self)
+    end
+  end
 end

app/models/form/sales/subsections/discounted_ownership_scheme.rb

@@ -4,6 +4,7 @@ class Form::Sales::Subsections::DiscountedOwnershipScheme < ::Form::Subsection
     @id = "discounted_ownership_scheme"
     @label = "Discounted ownership scheme"
     @depends_on = [{ "ownershipsch" => 2, "setup_completed?" => true }]
+    @copy_key = "sale_information"
   end
 
   def pages

app/models/form/sales/subsections/outright_sale.rb

@@ -4,6 +4,7 @@ class Form::Sales::Subsections::OutrightSale < ::Form::Subsection
     @id = "outright_sale"
     @label = "Outright sale"
     @depends_on = [{ "ownershipsch" => 3, "setup_completed?" => true }]
+    @copy_key = "sale_information"
   end
 
   def pages

app/models/form/sales/subsections/shared_ownership_initial_purchase.rb

@@ -0,0 +1,48 @@
+class Form::Sales::Subsections::SharedOwnershipInitialPurchase < ::Form::Subsection
+  def initialize(id, hsh, section)
+    super
+    @id = "shared_ownership_initial_purchase"
+    @label = "Shared ownership - initial purchase"
+    @depends_on = [{ "ownershipsch" => 1, "setup_completed?" => true, "staircase" => 2 }]
+  end
+
+  def pages
+    @pages ||= [
+      Form::Sales::Pages::Resale.new(nil, nil, self),
+      Form::Sales::Pages::LivingBeforePurchase.new("living_before_purchase_shared_ownership_joint_purchase", nil, self, ownershipsch: 1, joint_purchase: true),
+      Form::Sales::Pages::LivingBeforePurchase.new("living_before_purchase_shared_ownership", nil, self, ownershipsch: 1, joint_purchase: false),
+      Form::Sales::Pages::HandoverDate.new(nil, nil, self),
+      Form::Sales::Pages::HandoverDateCheck.new(nil, nil, self),
+      Form::Sales::Pages::BuyerPrevious.new("buyer_previous_joint_purchase", nil, self, joint_purchase: true),
+      Form::Sales::Pages::BuyerPrevious.new("buyer_previous_not_joint_purchase", nil, self, joint_purchase: false),
+      Form::Sales::Pages::PreviousBedrooms.new(nil, nil, self),
+      Form::Sales::Pages::PreviousPropertyType.new(nil, nil, self),
+      Form::Sales::Pages::PreviousTenure.new(nil, nil, self),
+      Form::Sales::Pages::ValueSharedOwnership.new(nil, nil, self),
+      Form::Sales::Pages::AboutPriceValueCheck.new("about_price_shared_ownership_value_check", nil, self),
+      Form::Sales::Pages::Equity.new(nil, nil, self),
+      Form::Sales::Pages::SharedOwnershipDepositValueCheck.new("shared_ownership_equity_value_check", nil, self),
+      Form::Sales::Pages::Mortgageused.new("mortgage_used_shared_ownership", nil, self, ownershipsch: 1),
+      Form::Sales::Pages::MortgageValueCheck.new("mortgage_used_mortgage_value_check", nil, self),
+      Form::Sales::Pages::MortgageAmount.new("mortgage_amount_shared_ownership", nil, self, ownershipsch: 1),
+      Form::Sales::Pages::SharedOwnershipDepositValueCheck.new("shared_ownership_mortgage_amount_value_check", nil, self),
+      Form::Sales::Pages::MortgageValueCheck.new("mortgage_amount_mortgage_value_check", nil, self),
+      Form::Sales::Pages::MortgageLength.new("mortgage_length_shared_ownership", nil, self, ownershipsch: 1),
+      Form::Sales::Pages::Deposit.new("deposit_shared_ownership", nil, self, ownershipsch: 1, optional: false),
+      Form::Sales::Pages::Deposit.new("deposit_shared_ownership_optional", nil, self, ownershipsch: 1, optional: true),
+      Form::Sales::Pages::DepositValueCheck.new("deposit_joint_purchase_value_check", nil, self, joint_purchase: true),
+      Form::Sales::Pages::DepositValueCheck.new("deposit_value_check", nil, self, joint_purchase: false),
+      Form::Sales::Pages::DepositDiscount.new("deposit_discount", nil, self, optional: false),
+      Form::Sales::Pages::DepositDiscount.new("deposit_discount_optional", nil, self, optional: true),
+      Form::Sales::Pages::SharedOwnershipDepositValueCheck.new("shared_ownership_deposit_value_check", nil, self),
+      Form::Sales::Pages::MonthlyRent.new(nil, nil, self),
+      Form::Sales::Pages::LeaseholdCharges.new("leasehold_charges_shared_ownership", nil, self, ownershipsch: 1),
+      Form::Sales::Pages::MonthlyChargesValueCheck.new("monthly_charges_shared_ownership_value_check", nil, self),
+      Form::Sales::Pages::EstateManagementFee.new("estate_management_fee", nil, self),
+    ].compact
+  end
+
+  def displayed_in_tasklist?(log)
+    log.staircase == 2 && (log.ownershipsch.nil? || log.ownershipsch == 1)
+  end
+end

app/models/form/sales/subsections/shared_ownership_scheme.rb

@@ -11,7 +11,7 @@ class Form::Sales::Subsections::SharedOwnershipScheme < ::Form::Subsection
     @pages ||= [
       Form::Sales::Pages::LivingBeforePurchase.new("living_before_purchase_shared_ownership_joint_purchase", nil, self, ownershipsch: 1, joint_purchase: true),
       Form::Sales::Pages::LivingBeforePurchase.new("living_before_purchase_shared_ownership", nil, self, ownershipsch: 1, joint_purchase: false),
-      (Form::Sales::Pages::Staircase.new(nil, nil, self) unless form.start_year_2025_or_later?),
+      Form::Sales::Pages::Staircase.new(nil, nil, self),
       Form::Sales::Pages::AboutStaircase.new("about_staircasing_joint_purchase", nil, self, joint_purchase: true),
       Form::Sales::Pages::AboutStaircase.new("about_staircasing_not_joint_purchase", nil, self, joint_purchase: false),
       Form::Sales::Pages::StaircaseBoughtValueCheck.new(nil, nil, self),

app/models/location.rb

@@ -54,13 +54,13 @@ class Location < ApplicationRecord
   }
 
   scope :deactivated, lambda { |date = Time.zone.now|
-    deactivated_by_organisation
+    deactivated_by_organisation(date)
       .or(deactivated_directly(date))
       .or(deactivated_by_scheme(date))
   }
 
-  scope :deactivated_by_organisation, lambda {
-    merge(Organisation.filter_by_inactive)
+  scope :deactivated_by_organisation, lambda { |date = Time.zone.now|
+    merge(Organisation.filter_by_inactive.or(Organisation.where("merge_date <= ?", date)))
   }
 
   scope :deactivated_by_scheme, lambda { |date = Time.zone.now|
@@ -206,7 +206,7 @@ class Location < ApplicationRecord
   def status_at(date)
     return :deleted if discarded_at.present?
     return :incomplete unless confirmed
-    return :deactivated if scheme.owning_organisation.status_at(date) == :deactivated ||
+    return :deactivated if scheme.owning_organisation.status_at(date) == :deactivated || scheme.owning_organisation.status_at(date) == :merged ||
       open_deactivation&.deactivation_date.present? && date >= open_deactivation.deactivation_date || scheme.status_at(date) == :deactivated
     return :deactivating_soon if open_deactivation&.deactivation_date.present? && date < open_deactivation.deactivation_date || scheme.status_at(date) == :deactivating_soon
     return :activating_soon if startdate.present? && date < startdate

app/models/log.rb

@@ -111,6 +111,7 @@ class Log < ApplicationRecord
         self.town_or_city = nil
         self.county = nil
         self.postcode_full = postcode_full_input
+        process_postcode_changes!
       else
         self.uprn = uprn_selection
         self.uprn_confirmed = 1

app/models/merge_request_organisation.rb

@@ -29,5 +29,12 @@ private
     if merging_organisation_id.blank? || !Organisation.where(id: merging_organisation_id).exists?
       merge_request.errors.add(:merging_organisation, I18n.t("validations.merge_request.organisation_not_selected"))
     end
+
+    existing_merges = MergeRequestOrganisation.with_merging_organisation(merging_organisation)
+    if existing_merges.count.positive?
+      existing_merge_request = existing_merges.first.merge_request
+      errors.add(:merging_organisation, I18n.t("validations.merge_request.organisation_part_of_another_merge"))
+      merge_request.errors.add(:merging_organisation, I18n.t("validations.merge_request.organisation_part_of_another_incomplete_merge", organisation: merging_organisation.name, absorbing_organisation: existing_merge_request.absorbing_organisation&.name, merge_date: existing_merge_request.merge_date&.to_fs(:govuk_date)))
+    end
   end
 end

app/models/scheme.rb

@@ -57,8 +57,8 @@ class Scheme < ApplicationRecord
       .or(deactivated_directly)
   }
 
-  scope :deactivated_by_organisation, lambda {
-    merge(Organisation.filter_by_inactive)
+  scope :deactivated_by_organisation, lambda { |date = Time.zone.now|
+    merge(Organisation.filter_by_inactive.or(Organisation.where("merge_date <= ?", date)))
   }
 
   scope :deactivated_directly, lambda { |date = Time.zone.now|
@@ -96,7 +96,7 @@ class Scheme < ApplicationRecord
   scope :active, lambda { |date = Time.zone.now|
     where.not(id: joins(:scheme_deactivation_periods).reactivating_soon(date).pluck(:id))
     .where.not(id: incomplete.pluck(:id))
-      .where.not(id: joins(:owning_organisation).deactivated_by_organisation.pluck(:id))
+      .where.not(id: joins(:owning_organisation).deactivated_by_organisation(date).pluck(:id))
       .where.not(id: joins(:owning_organisation).joins(:scheme_deactivation_periods).deactivated_directly(date).pluck(:id))
       .where.not(id: activating_soon(date).pluck(:id))
   }
@@ -314,7 +314,7 @@ class Scheme < ApplicationRecord
   def status_at(date)
     return :deleted if discarded_at.present?
     return :incomplete unless confirmed && locations.confirmed.any?
-    return :deactivated if owning_organisation.status_at(date) == :deactivated ||
+    return :deactivated if owning_organisation.status_at(date) == :deactivated || owning_organisation.status_at(date) == :merged ||
       (open_deactivation&.deactivation_date.present? && date >= open_deactivation.deactivation_date)
     return :deactivating_soon if open_deactivation&.deactivation_date.present? && date < open_deactivation.deactivation_date
     return :reactivating_soon if last_deactivation_before(date)&.reactivation_date.present? && date < last_deactivation_before(date).reactivation_date

app/policies/csv_download_policy.rb

@@ -0,0 +1,16 @@
+class CsvDownloadPolicy
+  attr_reader :current_user, :csv_download
+
+  def initialize(current_user, csv_download)
+    @current_user = current_user
+    @csv_download = csv_download
+  end
+
+  def show?
+    @current_user == @csv_download.user || @current_user.support? || @current_user.organisation == @csv_download.organisation
+  end
+
+  def download?
+    @current_user == @csv_download.user || @current_user.support? || @current_user.organisation == @csv_download.organisation
+  end
+end

app/policies/location_policy.rb

@@ -16,14 +16,14 @@ class LocationPolicy
     if location == Location
       user.data_coordinator?
     else
-      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
   def update?
     return true if user.support?
 
-    user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+    user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
   end
 
   def delete_confirmation?
@@ -62,7 +62,7 @@ class LocationPolicy
     define_method method_name do
       return true if user.support?
 
-      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -73,7 +73,7 @@ class LocationPolicy
     define_method method_name do
       return true if user.support?
 
-      scheme_owned_by_user_org_or_stock_owner
+      scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -83,8 +83,11 @@ private
     location.scheme
   end
 
-  def scheme_owned_by_user_org_or_stock_owner
-    scheme&.owning_organisation == user.organisation || user.organisation.stock_owners.exists?(scheme&.owning_organisation_id)
+  def scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
+    scheme_owned_by_user_org = scheme&.owning_organisation == user.organisation
+    scheme_owned_by_stock_owner = user.organisation.stock_owners.exists?(scheme&.owning_organisation_id)
+    scheme_owned_by_recently_absorbed_org = user.organisation.absorbed_organisations.visible.merged_during_open_collection_period.exists?(scheme&.owning_organisation_id)
+    scheme_owned_by_user_org || scheme_owned_by_stock_owner || scheme_owned_by_recently_absorbed_org
   end
 
   def has_any_logs_in_editable_collection_period

app/policies/scheme_policy.rb

@@ -12,7 +12,7 @@ class SchemePolicy
     if scheme == Scheme
       true
     else
-      scheme_owned_by_user_org_or_stock_owner
+      scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -27,7 +27,7 @@ class SchemePolicy
   def update?
     return true if user.support?
 
-    user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+    user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
   end
 
   def changes?
@@ -41,7 +41,7 @@ class SchemePolicy
     define_method method_name do
       return true if user.support?
 
-      scheme_owned_by_user_org_or_stock_owner
+      scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -61,7 +61,7 @@ class SchemePolicy
     define_method method_name do
       return true if user.support?
 
-      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner
+      user.data_coordinator? && scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
     end
   end
 
@@ -78,8 +78,11 @@ class SchemePolicy
 
 private
 
-  def scheme_owned_by_user_org_or_stock_owner
-    scheme&.owning_organisation == user.organisation || user.organisation.stock_owners.exists?(scheme&.owning_organisation_id)
+  def scheme_owned_by_user_org_or_stock_owner_or_recently_absorbed_org
+    scheme_owned_by_user_org = scheme&.owning_organisation == user.organisation
+    scheme_owned_by_stock_owner = user.organisation.stock_owners.exists?(scheme&.owning_organisation_id)
+    scheme_owned_by_recently_absorbed_org = user.organisation.absorbed_organisations.visible.merged_during_open_collection_period.exists?(scheme&.owning_organisation_id)
+    scheme_owned_by_user_org || scheme_owned_by_stock_owner || scheme_owned_by_recently_absorbed_org
   end
 
   def has_any_logs_in_editable_collection_period

app/services/bulk_upload/lettings/year2024/csv_parser.rb

@@ -15,7 +15,7 @@ class BulkUpload::Lettings::Year2024::CsvParser
 
   def row_offset
     if with_headers?
-      rows.find_index { |row| row[0].match(/field number/i) } + 1
+      rows.find_index { |row| row[0].present? && row[0].match(/field number/i) } + 1
     else
       0
     end

app/services/bulk_upload/sales/year2024/csv_parser.rb

@@ -15,7 +15,7 @@ class BulkUpload::Sales::Year2024::CsvParser
 
   def row_offset
     if with_headers?
-      rows.find_index { |row| row[0].match(/field number/i) } + 1
+      rows.find_index { |row| row[0].present? && row[0].match(/field number/i) } + 1
     else
       0
     end

app/services/csv/downloader.rb

@@ -0,0 +1,50 @@
+class Csv::Downloader
+  attr_reader :csv_download
+
+  delegate :path, to: :file
+
+  def initialize(csv_download:)
+    @csv_download = csv_download
+  end
+
+  def call
+    download
+  end
+
+  def delete_local_file!
+    file.unlink
+  end
+
+  def presigned_url
+    s3_storage_service.get_presigned_url(csv_download.filename, 60, response_content_disposition: "attachment; filename=#{csv_download.filename}")
+  end
+
+private
+
+  def download
+    io = storage_service.get_file_io(csv_download.filename)
+    file.write(io.read)
+    io.close
+    file.close
+  end
+
+  def file
+    @file ||= Tempfile.new
+  end
+
+  def storage_service
+    @storage_service ||= if FeatureToggle.upload_enabled?
+                           s3_storage_service
+                         else
+                           local_disk_storage_service
+                         end
+  end
+
+  def s3_storage_service
+    Storage::S3Service.new(Configuration::EnvConfigurationService.new, ENV["BULK_UPLOAD_BUCKET"])
+  end
+
+  def local_disk_storage_service
+    Storage::LocalDiskService.new
+  end
+end

app/services/feature_toggle.rb

@@ -46,4 +46,8 @@ class FeatureToggle
   def self.managing_resources_enabled?
     !Rails.env.production?
   end
+
+  def self.create_test_logs_enabled?
+    Rails.env.development? || Rails.env.review?
+  end
 end

app/services/mandatory_collection_resources_service.rb

@@ -46,7 +46,7 @@ class MandatoryCollectionResourcesService
     year_range = "#{year} to #{year + 1}"
     case resource
     when "paper_form"
-      "#{log_type} log for tenants (#{year_range})"
+      "#{log_type} paper form (#{year_range})"
     when "bulk_upload_template"
       "#{log_type} bulk upload template (#{year_range})"
     when "bulk_upload_specification"

app/views/csv_downloads/show.html.erb

@@ -0,0 +1,10 @@
+<% title = "Downlaod CSV file" %>
+<% content_for :title, title %>
+
+<div class="govuk-grid-row">
+  <div class="govuk-grid-column-two-thirds-from-desktop">
+    <h1 class="govuk-heading-l govuk-!-margin-bottom-6">You are about to download a CSV file</h1>
+    <p class="govuk-body-m">Filename: <%= @csv_download.filename %></p>
+    <%= govuk_button_link_to "Download CSV", download_csv_download_path(@csv_download) %>
+  </div>
+</div>

app/views/errors/download_link_expired.html.erb

@@ -0,0 +1,8 @@
+<% content_for :title, "This link has expired" %>
+
+<div class="govuk-grid-row">
+  <div class="govuk-grid-column-two-thirds">
+    <h1 class="govuk-heading-xl govuk-!-margin-bottom-6">This link has expired.</h1>
+    <p class="govuk-body-m">Download the logs again to get a new link.</p>
+  </div>
+</div>

app/views/form/guidance/_financial_calculations_shared_ownership.html.erb

@@ -20,11 +20,11 @@
     <% end %>
      must equal
     the purchase price <%= question_link("value", log, current_user) %>
-    <% stairbought_page = log.form.get_question("stairbought", log).page %>
-    <% if stairbought_page.routed_to?(log, current_user) %>
+    <% stairbought_page = log.form.get_question("stairbought", log)&.page %>
+    <% if stairbought_page&.routed_to?(log, current_user) %>
       multiplied by the percentage bought <%= question_link("stairbought", log, current_user) %>
     <% else %>
-      multiplied by the percentage equity stake <%= question_link("equity", log, current_user) %>
+      multiplied by the percentage equity share <%= question_link("equity", log, current_user) %>
     <% end %>
    </p>
 <% end %>

app/views/locations/index.html.erb

@@ -56,14 +56,13 @@
       <% end %>
     <% end %>
 
-    <% if status_hint_message = scheme_status_hint(@scheme) %>
-      <div class="govuk-hint">
-        <%= status_hint_message %>
-      </div>
-      <br>
-    <% end %>
-
-    <% if LocationPolicy.new(current_user, @scheme.locations.new).create? %>
+    <% if LocationPolicy.new(current_user, @scheme.locations.new).create? && [:active, :merged].include?(@scheme.owning_organisation.status) %>
+      <% if status_hint_message = scheme_status_hint(@scheme) %>
+        <div class="govuk-hint">
+          <%= status_hint_message %>
+        </div>
+        <br>
+      <% end %>
       <%= govuk_button_to "Add a location", scheme_locations_path(@scheme), method: "post" %>
     <% end %>
     <br>

app/views/locations/show.html.erb

@@ -47,7 +47,7 @@
   </div>
 </div>
 
-<% if @location.scheme.owning_organisation.active? && LocationPolicy.new(current_user, @location).deactivate? %>
+<% if @location.scheme.owning_organisation.status == :active && LocationPolicy.new(current_user, @location).deactivate? %>
   <%= toggle_location_link(@location) %>
 <% end %>
 

app/views/merge_requests/_notification_banners.html.erb

@@ -19,3 +19,11 @@
     No changes have been made. Try beginning the merge again.
   <% end %>
 <% end %>
+
+<% if @merge_request.merge_date&.future? %>
+  <%= govuk_notification_banner(title_text: "Important") do %>
+    <p class="govuk-notification-banner__heading govuk-!-width-full" style="max-width: fit-content">
+      This merge is happening in the future. Wait until the merge date to begin this merge.
+    </p>
+  <% end %>
+<% end %>

app/views/merge_requests/show.html.erb

@@ -12,7 +12,7 @@
 </h1>
 <% unless @merge_request.status == "request_merged" || @merge_request.status == "processing" %>
 <div class="govuk-button-group">
-  <%= govuk_button_link_to "Begin merge", merge_start_confirmation_merge_request_path(@merge_request), disabled: @merge_request.status != "ready_to_merge" %>
+  <%= govuk_button_link_to "Begin merge", merge_start_confirmation_merge_request_path(@merge_request), disabled: begin_merge_disabled?(@merge_request) %>
   <%= govuk_button_link_to "Delete merge request", delete_confirmation_merge_request_path(@merge_request), warning: true %>
 </div>
 <% end %>

app/views/schemes/details.html.erb

@@ -49,11 +49,13 @@
                                            :description,
                                            legend: { text: "Is this scheme registered under the Care Standards Act 2000?", size: "m" } %>
 
-      <% if current_user.data_coordinator? && current_user.organisation.stock_owners.count.zero? && !current_user.organisation.has_recent_absorbed_organisations? %>
+      <% scheme_owning_organisation_options = owning_organisation_options(current_user) %>
+
+      <% if scheme_owning_organisation_options.count == 1 %>
         <%= f.hidden_field :owning_organisation_id, value: current_user.organisation.id %>
       <% else %>
         <%= f.govuk_collection_select :owning_organisation_id,
-                                      owning_organisation_options(current_user),
+                                      scheme_owning_organisation_options,
                                       :id,
                                       :name,
                                       label: { text: "Which organisation owns the housing stock for this scheme?", size: "m" },

app/views/schemes/show.html.erb

@@ -52,7 +52,7 @@
   </div>
 </div>
 
-<% if @scheme.owning_organisation.active? && SchemePolicy.new(current_user, @scheme).deactivate? %>
+<% if @scheme.owning_organisation.status == :active && SchemePolicy.new(current_user, @scheme).deactivate? %>
   <%= toggle_scheme_link(@scheme) %>
 <% end %>
 

config/locales/en.yml

@@ -183,8 +183,11 @@ en:
             merge_date:
               blank: "Enter a merge date."
               invalid: "Enter a valid merge date."
+              more_than_year_from_today: "The merge date must not be later than a year from today’s date."
             existing_absorbing_organisation:
               blank: "You must answer absorbing organisation already active?"
+            merging_organisation_id:
+              part_of_another_merge: "Another merge request records %{organisation} as merging into %{absorbing_organisation} on %{merge_date}. Select another organisation or remove this organisation from the other merge request."
         notification:
           attributes:
             title:
@@ -370,6 +373,7 @@ en:
         during_deactivated_period: "The location is already deactivated during this date, please enter a different date."
     merge_request:
       organisation_part_of_another_merge: "This organisation is part of another merge - select a different one."
+      organisation_part_of_another_incomplete_merge: "Another merge request records %{organisation} as merging into %{absorbing_organisation} on %{merge_date}. Select another organisation or remove this organisation from the other merge request."
       organisation_not_selected: "Select an organisation from the search list."
 
   soft_validations:

config/locales/forms/2024/lettings/setup.en.yml

@@ -30,7 +30,7 @@ en:
           scheme_id:
             page_header: "Scheme"
             check_answer_label: "Scheme name"
-            hint_text: "Enter postcode or scheme name.<br><br>A supported housing scheme provides shared or self-contained housing for a particular client group, for example younger or vulnerable people."
+            hint_text: "Enter postcode, scheme name, or scheme code (for example, S123).<br><br>A supported housing scheme provides shared or self-contained housing for a particular client group, for example younger or vulnerable people."
             question_text: "What scheme is this log for?"
 
           location_id:

config/locales/forms/2025/sales/sale_information.en.yml

@@ -107,9 +107,9 @@ en:
 
           equity:
             page_header: "About the price of the property"
-            check_answer_label: "Initial percentage equity stake"
-            hint_text: "Enter the amount of initial equity held by the purchaser (for example, 25% or 50%)"
-            question_text: "What was the initial percentage equity stake purchased?"
+            check_answer_label: "Initial percentage equity share"
+            hint_text: "Enter the amount of initial equity share held by the purchaser (for example, 25% or 50%)"
+            question_text: "What was the initial percentage share purchased?"
 
           mortgageused:
             page_header: "Mortgage Amount"
@@ -168,9 +168,9 @@ en:
           leaseholdcharges:
             page_header: ""
             has_mscharge:
-              check_answer_label: "Does the property have any monthly leasehold charges?"
+              check_answer_label: "Does the property have any service charges?"
               hint_text: "For example, service and management charges"
-              question_text: "Does the property have any monthly leasehold charges?"
+              question_text: "Does the property have any service charges?"
             mscharge:
               check_answer_label:  "Monthly leasehold charges"
               hint_text: ""
@@ -199,3 +199,14 @@ en:
             check_answer_label: "Amount of any loan, grant or subsidy"
             hint_text: "For all schemes except Right to Buy (RTB), Preserved Right to Buy (PRTB), Voluntary Right to Buy (VRTB) and Rent to Buy"
             question_text: "What was the amount of any loan, grant, discount or subsidy given?"
+          
+          management_fee:
+            page_header: ""
+            has_management_fee:
+              check_answer_label: "Does the property have an estate management fee?"
+              hint_text: "Estate management fees are typically used for the maintenance of communal gardens, payments, private roads, car parks and/or play areas within new build estates."
+              question_text: "Does the property have an estate management fee?"
+            management_fee:
+              check_answer_label:  "Monthly estate management fee"
+              hint_text: ""
+              question_text: "Enter the total monthly management fee"

config/routes.rb

@@ -382,6 +382,18 @@ Rails.application.routes.draw do
     end
   end
 
+  resources :csv_downloads, path: "csv-downloads" do
+    member do
+      get "/", to: "csv_downloads#show", as: "show"
+      get "download", to: "csv_downloads#download"
+    end
+  end
+
+  get "create-test-lettings-log", to: "lettings_logs#create_test_log"
+  get "create-test-sales-log", to: "sales_logs#create_test_log"
+  get "create-setup-test-lettings-log", to: "lettings_logs#create_setup_test_log"
+  get "create-setup-test-sales-log", to: "sales_logs#create_setup_test_log"
+
   scope via: :all do
     match "/404", to: "errors#not_found"
     match "/429", to: "errors#too_many_requests", status: 429

db/migrate/20241114154215_add_management_fee_fields.rb

@@ -0,0 +1,8 @@
+class AddManagementFeeFields < ActiveRecord::Migration[7.0]
+  def change
+    change_table :sales_logs, bulk: true do |t|
+      t.column :has_management_fee, :integer
+      t.column :management_fee, :decimal, precision: 10, scale: 2
+    end
+  end
+end

db/migrate/20241118104046_add_csv_download_table.rb

@@ -0,0 +1,12 @@
+class AddCsvDownloadTable < ActiveRecord::Migration[7.0]
+  def change
+    create_table :csv_downloads do |t|
+      t.column :download_type, :string
+      t.column :filename, :string
+      t.column :expiration_time, :integer
+      t.timestamps
+      t.references :user
+      t.references :organisation
+    end
+  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[7.0].define(version: 2024_10_31_102744) do
+ActiveRecord::Schema[7.0].define(version: 2024_11_18_104046) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -64,6 +64,18 @@ ActiveRecord::Schema[7.0].define(version: 2024_10_31_102744) do
     t.datetime "discarded_at"
   end
 
+  create_table "csv_downloads", force: :cascade do |t|
+    t.string "download_type"
+    t.string "filename"
+    t.integer "expiration_time"
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.bigint "user_id"
+    t.bigint "organisation_id"
+    t.index ["organisation_id"], name: "index_csv_downloads_on_organisation_id"
+    t.index ["user_id"], name: "index_csv_downloads_on_user_id"
+  end
+
   create_table "csv_variable_definitions", force: :cascade do |t|
     t.string "variable", null: false
     t.string "definition", null: false
@@ -746,6 +758,8 @@ ActiveRecord::Schema[7.0].define(version: 2024_10_31_102744) do
     t.integer "partner_under_16_value_check"
     t.integer "multiple_partners_value_check"
     t.bigint "created_by_id"
+    t.integer "has_management_fee"
+    t.decimal "management_fee", precision: 10, scale: 2
     t.index ["assigned_to_id"], name: "index_sales_logs_on_assigned_to_id"
     t.index ["bulk_upload_id"], name: "index_sales_logs_on_bulk_upload_id"
     t.index ["created_by_id"], name: "index_sales_logs_on_created_by_id"

db/seeds.rb

@@ -15,6 +15,8 @@ def create_data_protection_confirmation(user)
     signed_at: Time.zone.local(2019, 1, 1),
     data_protection_officer_email: user.email,
     data_protection_officer_name: user.name,
+    organisation_name: user.organisation.name,
+    organisation_address: user.organisation.address_row,
   )
 end
 

docs/Gemfile.lock

@@ -255,6 +255,7 @@ GEM
 
 PLATFORMS
   arm64-darwin-21
+  arm64-darwin-23
   x86_64-darwin-22
   x86_64-linux
 

docs/app_api.md

@@ -12,4 +12,4 @@ In order to use the app as an API, you will need to configure requests to the AP
   - `Content-Type = application/json`
   - `Action = application/json` N.B. If you use `*/*` instead, the request won't be recognised as an API request`
 
-Currently only the logs controller is configured to accept and authenticate API requests, when the above API environment variables are set.
+Currently, only the Logs Controller is configured to accept and authenticate API requests, provided that the specified API environment variables are set. Please note that the API has not been actively maintained for an extended period and may not function as expected. Additionally, the required environment variables are not configured on any of the environments deployed on AWS, rendering API requests to those environments non-functional.