Add sales logs filters

app/controllers/lettings_logs_controller.rb

@@ -92,7 +92,7 @@ class LettingsLogsController < LogsController
 
     unpaginated_filtered_logs = filter_manager.filtered_logs(current_user.lettings_logs, search_term, session_filters)
 
-    render "download_csv", locals: { search_term:, count: unpaginated_filtered_logs.size, post_path: email_csv_lettings_logs_path, codes_only: codes_only_export?, session_filters: }
+    render "download_csv", locals: { search_term:, count: unpaginated_filtered_logs.size, post_path: email_csv_lettings_logs_path, codes_only: codes_only_export?, session_filters:, filter_type: "lettings_logs" }
   end
 
   def email_csv

app/controllers/sales_logs_controller.rb

@@ -62,9 +62,11 @@ class SalesLogsController < LogsController
   end
 
   def download_csv
+    redirect_to filters_years_sales_logs_path(search: search_term, codes_only: codes_only_export?) and return if session_filters["years"].blank? || session_filters["years"].count != 1
+
     unpaginated_filtered_logs = filter_manager.filtered_logs(current_user.sales_logs, search_term, session_filters)
 
-    render "download_csv", locals: { search_term:, count: unpaginated_filtered_logs.size, post_path: email_csv_sales_logs_path, codes_only: codes_only_export? }
+    render "download_csv", locals: { search_term:, count: unpaginated_filtered_logs.size, post_path: email_csv_sales_logs_path, codes_only: codes_only_export?, session_filters:, filter_type: "sales_logs" }
   end
 
   def email_csv

app/controllers/sales_logs_filters_controller.rb

@@ -0,0 +1,46 @@
+class SalesLogsFiltersController < ApplicationController
+  before_action :session_filters, if: :current_user, only: %i[update]
+  before_action -> { filter_manager.serialize_filters_to_session }, if: :current_user, only: %i[update]
+
+  %w[years status assigned_to owned_by managed_by].each do |filter|
+    define_method(filter) do
+      @filter_form = Forms::FilterForm.new
+      @filter_type = "sales_logs"
+      @search_term = params["search"]
+      @codes_only = params["codes_only"]
+      render "filters/sales_log_filters/#{filter}"
+    end
+  end
+
+  def update
+    @filter_form = Forms::FilterForm.new(filter_form_params)
+    @filter_type = "sales_logs"
+    @search_term = params["search"]
+    @codes_only = params["codes_only"]
+
+    if @filter_form.valid?
+      session_filters
+      redirect_to csv_download_sales_logs_path(search: @search_term, codes_only: @codes_only)
+    else
+      render "filters/sales_log_filters/years", status: :unprocessable_entity
+    end
+  end
+end
+
+private
+
+def filter_form_params
+  filter_params = params.permit(:years, :status, :assigned_to, :user, :owning_organisation_select, :owning_organisation, :managing_organisation_select, :managing_organisation)
+  filter_params[:years] = session_filters["years"] if filter_params[:years].blank?
+  filter_params
+end
+
+def session_filters
+  params["forms_filter_form"].each { |key, value| params[key] = value } if params["forms_filter_form"].present?
+  params["years"] = [params["years"]] if params["years"].present?
+  filter_manager.session_filters
+end
+
+def filter_manager
+  FilterManager.new(current_user:, session:, params:, filter_type: "sales_logs")
+end

app/helpers/filters_helper.rb

@@ -165,6 +165,14 @@ module FiltersHelper
     filters_count(applied_filters(filter_type))
   end
 
+  def check_your_answers_filters_list(session_filters, filter_type)
+    if filter_type == "lettings_logs"
+      check_your_answers_lettings_filters_list(session_filters)
+    else
+      check_your_answers_sales_filters_list(session_filters)
+    end
+  end
+
   def check_your_answers_lettings_filters_list(session_filters)
     [
       { label: "Collection year", value: formatted_years_filter(session_filters), path: filters_years_lettings_logs_path },
@@ -176,6 +184,16 @@ module FiltersHelper
     ]
   end
 
+  def check_your_answers_sales_filters_list(session_filters)
+    [
+      { label: "Collection year", value: formatted_years_filter(session_filters), path: filters_years_sales_logs_path },
+      { label: "Status", value: formatted_status_filter(session_filters), path: filters_status_sales_logs_path },
+      { label: "Assigned to", value: formatted_assigned_to_filter(session_filters), path: filters_assigned_to_sales_logs_path },
+      { label: "Owned by", value: formatted_owned_by_filter(session_filters), path: filters_owned_by_sales_logs_path },
+      { label: "Managed by", value: formatted_managed_by_filter(session_filters), path: filters_managed_by_sales_logs_path },
+    ]
+  end
+
 private
 
   def applied_filters(filter_type)

app/views/filters/lettings_log_filters/managed_by.html.erb

@@ -7,13 +7,13 @@
         label: "Specific managing organisation",
         conditional_filter: {
           type: "select",
-          label: user_or_org_lettings_path? ? "Managed by" : "Reported by",
+          label: "Managed by",
           category: "managing_organisation",
           options: managing_organisation_filter_options(current_user),
         },
       },
     },
-    label: user_or_org_lettings_path? ? "Managed by" : "Reported by",
+    label: "Managed by",
     category: "managing_organisation_select",
   } %>
   <div class="govuk-button-group">

app/views/filters/sales_log_filters/assigned_to.html.erb

@@ -0,0 +1,26 @@
+<%= form_with model: @filter_form, url: filters_sales_logs_path(search: @search_term, codes_only: @codes_only) do |f| %>
+  <%= render partial: "filters/radio_filter",
+             locals: {
+                f:,
+                options: {
+                  "all": { label: "Any user" },
+                  "you": { label: "You" },
+                  "specific_user": {
+                    label: "Specific user",
+                    conditional_filter: {
+                      type: "select",
+                      label: "User",
+                      category: "user",
+                      options: assigned_to_filter_options(current_user),
+                    },
+                  },
+                },
+                label: "Assigned to",
+                category: "assigned_to",
+              } %>
+
+  <div class="govuk-button-group">
+    <%= f.govuk_submit "Save changes" %>
+    <%= govuk_button_link_to "Cancel", csv_download_sales_logs_path(search: @search_term, codes_only: @codes_only), secondary: true %>
+  </div>
+<% end %>

app/views/filters/sales_log_filters/managed_by.html.erb

@@ -0,0 +1,23 @@
+<%= form_with model: @filter_form, url: filters_sales_logs_path(search: @search_term, codes_only: @codes_only) do |f| %>
+  <%= render partial: "filters/radio_filter", locals: {
+    f:,
+    options: {
+      "all": { label: "Any managing organisation" },
+      "specific_org": {
+        label: "Specific managing organisation",
+        conditional_filter: {
+          type: "select",
+          label: "Reported by",
+          category: "managing_organisation",
+          options: managing_organisation_filter_options(current_user),
+        },
+      },
+    },
+    label: "Reported by",
+    category: "managing_organisation_select",
+  } %>
+  <div class="govuk-button-group">
+    <%= f.govuk_submit "Save changes" %>
+    <%= govuk_button_link_to "Cancel", csv_download_sales_logs_path(search: @search_term, codes_only: @codes_only), secondary: true %>
+  </div>
+<% end %>

app/views/filters/sales_log_filters/owned_by.html.erb

@@ -0,0 +1,23 @@
+<%= form_with model: @filter_form, url: filters_sales_logs_path(search: @search_term, codes_only: @codes_only) do |f| %>
+  <%= render partial: "filters/radio_filter", locals: {
+    f:,
+    options: {
+      "all": { label: "Any owning organisation" },
+      "specific_org": {
+        label: "Specific owning organisation",
+        conditional_filter: {
+          type: "select",
+          label: "Owning Organisation",
+          category: "owning_organisation",
+          options: owning_organisation_filter_options(current_user),
+        },
+      },
+    },
+    label: "Owned by",
+    category: "owning_organisation_select",
+  } %>
+  <div class="govuk-button-group">
+    <%= f.govuk_submit "Save changes" %>
+    <%= govuk_button_link_to "Cancel", csv_download_sales_logs_path(search: @search_term, codes_only: @codes_only), secondary: true %>
+  </div>
+<% end %>

app/views/filters/sales_log_filters/status.html.erb

@@ -0,0 +1,13 @@
+<%= form_with model: @filter_form, url: filters_sales_logs_path(search: @search_term, codes_only: @codes_only) do |f| %>
+  <%= render partial: "filters/checkbox_filter",
+             locals: {
+                f:,
+                options: status_filters,
+                label: "Status",
+                category: "status",
+              } %>
+  <div class="govuk-button-group">
+    <%= f.govuk_submit "Save changes" %>
+    <%= govuk_button_link_to "Cancel", csv_download_sales_logs_path(search: @search_term, codes_only: @codes_only), secondary: true %>
+  </div>
+<% end %>

app/views/filters/sales_log_filters/years.html.erb

@@ -0,0 +1,16 @@
+<%= form_with model: @filter_form, url: filters_sales_logs_path(search: @search_term, codes_only: @codes_only) do |f| %>
+  <%= f.govuk_error_summary %>
+
+  <%= render partial: "filters/radio_filter",
+             locals: {
+        f:,
+        options: collection_year_radio_options,
+        label: "Which financial year do you want to download data for?",
+        category: "years",
+      } %>
+
+  <div class="govuk-button-group">
+    <%= f.govuk_submit "Save changes" %>
+    <%= govuk_button_link_to "Cancel", sales_logs_path, secondary: true %>
+  </div>
+<% end %>

app/views/logs/download_csv.html.erb

@@ -22,7 +22,7 @@
         </h1>
 
         <%= govuk_summary_list do |summary_list| %>
-        <% check_your_answers_lettings_filters_list(session_filters).each do |filter| %>
+        <% check_your_answers_filters_list(session_filters, filter_type).each do |filter| %>
           <% summary_list.with_row do |row| %>
             <% row.with_key { filter[:label] } %>
             <% row.with_value do %>

config/routes.rb

@@ -284,6 +284,11 @@ Rails.application.routes.draw do
       post "delete-logs-confirmation", to: "delete_logs#delete_sales_logs_confirmation"
       delete "delete-logs", to: "delete_logs#discard_sales_logs"
 
+      %w[years status assigned-to owned-by managed-by].each do |filter|
+        get "filters/#{filter}", to: "sales_logs_filters##{filter.underscore}"
+      end
+      post "filters", to: "sales_logs_filters#update"
+
       resources :bulk_upload_sales_logs, path: "bulk-upload-logs" do
         collection do
           get :start

spec/features/sales_log_spec.rb

@@ -139,6 +139,100 @@ RSpec.describe "Sales Log Features" do
     end
   end
 
+  context "when downloading logs" do
+    let(:user) { create(:user, :support) }
+    let(:other_user) { create(:user, organisation: user.organisation) }
+
+    context "when I am signed in" do
+      before do
+        create(:sales_log, :in_progress, owning_organisation: user.organisation, assigned_to: user)
+        create(:sales_log, :in_progress, owning_organisation: user.organisation, assigned_to: other_user)
+        allow(user).to receive(:need_two_factor_authentication?).and_return(false)
+        sign_in user
+        visit("/sales-logs?search=1")
+      end
+
+      context "when no filters are selected" do
+        it "requires year filter to be selected for non codes download" do
+          click_link("Download (CSV)")
+          expect(page).to have_current_path("/sales-logs/filters/years?codes_only=false&search=1")
+          click_button("Save changes")
+
+          expect(page).to have_selector(".govuk-error-summary__title")
+          expect(page).to have_selector("#forms-filter-form-years-error")
+          expect(page).to have_content("There is a problem")
+
+          choose("forms-filter-form-years-2023-field", allow_label_click: true)
+          click_button("Save changes")
+
+          expect(page).to have_current_path("/sales-logs/csv-download?codes_only=false&search=1")
+        end
+
+        it "requires year filter to be selected for codes only download" do
+          click_link("Download (CSV, codes only)")
+          expect(page).to have_current_path("/sales-logs/filters/years?codes_only=true&search=1")
+          click_button("Save changes")
+
+          expect(page).to have_selector(".govuk-error-summary__title")
+          expect(page).to have_selector("#forms-filter-form-years-error")
+          expect(page).to have_content("There is a problem")
+
+          choose("forms-filter-form-years-2023-field", allow_label_click: true)
+          click_button("Save changes")
+
+          expect(page).to have_current_path("/sales-logs/csv-download?codes_only=true&search=1")
+        end
+
+        it "allows cancelling the download without selecting the year filter" do
+          click_link("Download (CSV)")
+
+          click_link(text: "Cancel")
+          expect(page).to have_current_path("/sales-logs")
+        end
+      end
+
+      context "when one year filter is selected" do
+        before do
+          check("2024")
+          click_button("Apply filters")
+        end
+
+        it "allows changing the filters and downloading the csv data" do
+          click_link("Download (CSV)")
+
+          expect(page).to have_current_path("/sales-logs/csv-download?codes_only=false&search=1")
+          expect(page).to have_content("You've selected 2 logs")
+        end
+
+        it "allows updating filters" do
+          click_link("Download (CSV, codes only)")
+          expect(page).to have_content("You've selected 2 logs")
+          click_link("Change", href: "/sales-logs/filters/assigned-to?search=1&codes_only=true")
+
+          choose("forms-filter-form-assigned-to-you-field", allow_label_click: true)
+          click_button("Save changes")
+
+          expect(page).to have_content("You've selected 1 logs")
+
+          click_link("Change", href: "/sales-logs/filters/status?search=1&codes_only=true")
+          check("forms-filter-form-status-not-started-field", allow_label_click: true)
+          click_button("Save changes")
+
+          expect(page).to have_content("You haven't selected any logs. Please check your filters")
+          expect(page).not_to have_button("Send email")
+        end
+
+        it "routes back to the filters CYA when cancel is pressed" do
+          click_link("Download (CSV)")
+          click_link("Change", href: "/sales-logs/filters/assigned-to?search=1&codes_only=false")
+
+          click_link(text: "Cancel")
+          expect(page).to have_current_path("/sales-logs/csv-download?codes_only=false&search=1")
+        end
+      end
+    end
+  end
+
   context "when signed in as a support user" do
     let(:devise_notify_mailer) { DeviseNotifyMailer.new }
     let(:notify_client) { instance_double(Notifications::Client) }

spec/requests/lettings_logs_controller_spec.rb

@@ -1402,12 +1402,13 @@ RSpec.describe LettingsLogsController, type: :request do
       let(:search_term) { "foo" }
 
       before do
+        create(:lettings_log, :setup_completed, assigned_to: user, owning_organisation: user.organisation, tenancycode: search_term)
         sign_in user
       end
 
       context "when there is 1 year selected in the filters" do
         before do
-          get "/lettings-logs/csv-download?years[]=2021&search=#{search_term}&codes_only=false", headers:
+          get "/lettings-logs/csv-download?years[]=2024&search=#{search_term}&codes_only=false", headers:
         end
 
         it "returns http success" do
@@ -1783,29 +1784,33 @@ RSpec.describe LettingsLogsController, type: :request do
     let(:headers) { { "Accept" => "text/html" } }
 
     before do
+      create(:lettings_log, :setup_completed, assigned_to: user, tenancycode: search_term)
       allow(user).to receive(:need_two_factor_authentication?).and_return(false)
       sign_in user
     end
 
     it "renders a page with the correct header" do
-      get "/lettings-logs/csv-download?years[]=2021&codes_only=false", headers:, params: {}
+      get "/lettings-logs/csv-download?years[]=2024&codes_only=false", headers:, params: {}
       header = page.find_css("h1")
       expect(header.text).to include("Download CSV")
     end
 
     it "renders a form with the correct target containing a button with the correct text" do
-      get "/lettings-logs/csv-download?years[]=2021&codes_only=false", headers:, params: {}
+      get "/lettings-logs/csv-download?years[]=2024&codes_only=false", headers:, params: {}
       form = page.find("form.button_to")
       expect(form[:method]).to eq("post")
       expect(form[:action]).to eq("/lettings-logs/email-csv")
       expect(form).to have_button("Send email")
     end
 
-    it "when query string contains search parameter, form contains hidden field with correct value" do
-      search_term = "blam"
-      get "/lettings-logs/csv-download?years[]=2021&codes_only=false&search=#{search_term}", headers:, params: {}
-      hidden_field = page.find("form.button_to").find_field("search", type: "hidden")
-      expect(hidden_field.value).to eq(search_term)
+    context "when query string contains search parameter" do
+      let(:search_term) { "blam" }
+
+      it "contains hidden field with correct value" do
+        get "/lettings-logs/csv-download?years[]=2024&codes_only=false&search=#{search_term}", headers:, params: {}
+        hidden_field = page.find("form.button_to").find_field("search", type: "hidden")
+        expect(hidden_field.value).to eq(search_term)
+      end
     end
 
     context "when the user is a data coordinator" do
@@ -1813,7 +1818,7 @@ RSpec.describe LettingsLogsController, type: :request do
 
       it "when codes_only query parameter is false, form contains hidden field with correct value" do
         codes_only = false
-        get "/lettings-logs/csv-download?years[]=2021&codes_only=#{codes_only}", headers:, params: {}
+        get "/lettings-logs/csv-download?years[]=2024&codes_only=#{codes_only}", headers:, params: {}
         hidden_field = page.find("form.button_to").find_field("codes_only", type: "hidden")
         expect(hidden_field.value).to eq(codes_only.to_s)
       end
@@ -1828,7 +1833,7 @@ RSpec.describe LettingsLogsController, type: :request do
     context "when the user is a data provider" do
       it "when codes_only query parameter is false, form contains hidden field with correct value" do
         codes_only = false
-        get "/lettings-logs/csv-download?years[]=2021&codes_only=#{codes_only}", headers:, params: {}
+        get "/lettings-logs/csv-download?years[]=2024&codes_only=#{codes_only}", headers:, params: {}
         hidden_field = page.find("form.button_to").find_field("codes_only", type: "hidden")
         expect(hidden_field.value).to eq(codes_only.to_s)
       end
@@ -1845,14 +1850,14 @@ RSpec.describe LettingsLogsController, type: :request do
 
       it "when codes_only query parameter is false, form contains hidden field with correct value" do
         codes_only = false
-        get "/lettings-logs/csv-download?years[]=2021&codes_only=#{codes_only}", headers:, params: {}
+        get "/lettings-logs/csv-download?years[]=2024&codes_only=#{codes_only}", headers:, params: {}
         hidden_field = page.find("form.button_to").find_field("codes_only", type: "hidden")
         expect(hidden_field.value).to eq(codes_only.to_s)
       end
 
       it "when codes_only query parameter is true, form contains hidden field with correct value" do
         codes_only = true
-        get "/lettings-logs/csv-download?years[]=2021&codes_only=#{codes_only}", headers:, params: {}
+        get "/lettings-logs/csv-download?years[]=2024&codes_only=#{codes_only}", headers:, params: {}
         hidden_field = page.find("form.button_to").find_field("codes_only", type: "hidden")
         expect(hidden_field.value).to eq(codes_only.to_s)
       end

spec/requests/sales_logs_controller_spec.rb

@@ -965,24 +965,70 @@ RSpec.describe SalesLogsController, type: :request do
       let(:codes_only) { false }
 
       before do
+        create(:sales_log, :in_progress, assigned_to: user, purchid: search_term)
         allow(user).to receive(:need_two_factor_authentication?).and_return(false)
         sign_in user
-        get "/sales-logs/csv-download?search=#{search_term}&codes_only=#{codes_only}", headers:
       end
 
-      it "returns http success" do
-        expect(response).to have_http_status(:success)
+      context "when there is 1 year selected in the filters" do
+        before do
+          get "/sales-logs/csv-download?years[]=2023&search=#{search_term}&codes_only=#{codes_only}", headers:
+        end
+
+        it "returns http success" do
+          expect(response).to have_http_status(:success)
+        end
+
+        it "shows a confirmation button" do
+          expect(page).to have_button("Send email")
+        end
+
+        it "allows updating log filters" do
+          expect(page).to have_content("Check your filters")
+          expect(page).to have_link("Change", count: 5)
+          expect(page).to have_link("Change", href: "/sales-logs/filters/years?search=#{search_term}&codes_only=false")
+          expect(page).to have_link("Change", href: "/sales-logs/filters/assigned-to?search=#{search_term}&codes_only=false")
+          expect(page).to have_link("Change", href: "/sales-logs/filters/owned-by?search=#{search_term}&codes_only=false")
+          expect(page).to have_link("Change", href: "/sales-logs/filters/managed-by?search=#{search_term}&codes_only=false")
+          expect(page).to have_link("Change", href: "/sales-logs/filters/status?search=#{search_term}&codes_only=false")
+        end
+
+        it "has a hidden field with the search term" do
+          expect(page).to have_field("search", type: "hidden", with: search_term)
+        end
       end
 
-      it "shows a confirmation button" do
-        expect(page).to have_button("Send email")
+      context "when there are no years selected in the filters" do
+        before do
+          get "/sales-logs/csv-download?search=#{search_term}&codes_only=false", headers:
+        end
+
+        it "redirects to the year filter question" do
+          expect(response).to redirect_to("/sales-logs/filters/years?codes_only=false&search=#{search_term}")
+          follow_redirect!
+          expect(page).to have_content("Which financial year do you want to download data for?")
+          expect(page).to have_button("Save changes")
+        end
       end
 
-      it "has a hidden field with the search term" do
-        expect(page).to have_field("search", type: "hidden", with: search_term)
+      context "when there are multiple years selected in the filters" do
+        before do
+          get "/sales-logs/csv-download?years[]=2021&years[]=2022&search=#{search_term}&codes_only=false", headers:
+        end
+
+        it "redirects to the year filter question" do
+          expect(response).to redirect_to("/sales-logs/filters/years?codes_only=false&search=#{search_term}")
+          follow_redirect!
+          expect(page).to have_content("Which financial year do you want to download data for?")
+          expect(page).to have_button("Save changes")
+        end
       end
 
       context "when user is not support" do
+        before do
+          get "/sales-logs/csv-download?years[]=2023&search=#{search_term}&codes_only=#{codes_only}", headers:
+        end
+
         context "and export type is not codes only" do
           it "has a hidden field with the export type" do
             expect(page).to have_field("codes_only", type: "hidden", with: codes_only)
@@ -1001,6 +1047,10 @@ RSpec.describe SalesLogsController, type: :request do
       context "when user is support" do
         let(:user) { FactoryBot.create(:user, :support) }
 
+        before do
+          get "/sales-logs/csv-download?years[]=2023&search=#{search_term}&codes_only=#{codes_only}", headers:
+        end
+
         context "and export type is not codes only" do
           it "has a hidden field with the export type" do
             expect(page).to have_field("codes_only", type: "hidden", with: codes_only)