PSP-7075 : Show ACQ team (organization) in project exports

source/backend/api/Areas/Reports/Models/Acquisition/AgreementReportModel.cs

@@ -105,8 +105,14 @@ public AgreementReportModel(PimsAgreement agreement, ClaimsPrincipal user)
 
         private static string GetTeamMemberName(PimsAcquisitionFile file, string teamProfileTypeCode)
         {
-            PimsPerson matchingPerson = file?.PimsAcquisitionFileTeams?.FirstOrDefault(x => x.AcqFlTeamProfileTypeCode == teamProfileTypeCode)?.Person;
-            return matchingPerson?.GetFullName() ?? string.Empty;
+            var matchingTeamMember = file?.PimsAcquisitionFileTeams?.FirstOrDefault(x => x.AcqFlTeamProfileTypeCode == teamProfileTypeCode);
+
+            if(matchingTeamMember is not null)
+            {
+                return matchingTeamMember.PersonId.HasValue ? matchingTeamMember.Person?.GetFullName() : matchingTeamMember.Organization.Name;
+            }
+
+            return string.Empty;
         }
 
         private static string GetNullableDate(DateTime? dateTime)

source/backend/api/Services/AcquisitionFileService.cs

@@ -121,7 +121,7 @@ public List<AcquisitionFileExportModel> GetAcquisitionFileExport(AcquisitionFilt
                     FileAcquisitionCompleted = fileProperty.file.CompletionDate.HasValue ? fileProperty.file.CompletionDate.Value.ToString("dd-MMM-yyyy") : string.Empty,
                     FilePhysicalStatus = fileProperty.file.AcqPhysFileStatusTypeCodeNavigation is not null ? fileProperty.file.AcqPhysFileStatusTypeCodeNavigation.Description : string.Empty,
                     FileAcquisitionType = fileProperty.file.AcquisitionTypeCodeNavigation is not null ? fileProperty.file.AcquisitionTypeCodeNavigation.Description : string.Empty,
-                    FileAcquisitionTeam = string.Join(", ", fileProperty.file.PimsAcquisitionFileTeams.Select(x => x.Person.GetFullName(true))),
+                    FileAcquisitionTeam = string.Join(", ", fileProperty.file.PimsAcquisitionFileTeams.Select(x => x.PersonId.HasValue ? x.Person.GetFullName(true) : x.Organization.Name)),
                     FileAcquisitionOwners = string.Join(", ", fileProperty.file.PimsAcquisitionOwners.Select(x => x.FormatOwnerName())),
                 }).ToList();
         }

source/backend/dal/Models/AcquisitionReportFilterModel.cs

@@ -7,5 +7,7 @@ public class AcquisitionReportFilterModel
         public IEnumerable<long> Projects { get; set; }
 
         public IEnumerable<long> AcquisitionTeamPersons { get; set; }
+
+        public IEnumerable<long> AcquisitionTeamOrganizations { get; set; }
     }
 }

source/backend/dal/Repositories/AgreementRepository.cs

@@ -53,16 +53,25 @@
             {
                 predicate.And(a => a.AcquisitionFile.ProjectId.HasValue && filter.Projects.Contains(a.AcquisitionFile.ProjectId.Value));
             }
+
             if (filter.AcquisitionTeamPersons != null && filter.AcquisitionTeamPersons.Any())
             {
                 predicate.And(a => a.AcquisitionFile.PimsAcquisitionFileTeams.Any(afp => afp.PersonId.HasValue && filter.AcquisitionTeamPersons.Contains((long)afp.PersonId)));
             }
 
+            if (filter.AcquisitionTeamOrganizations != null && filter.AcquisitionTeamOrganizations.Any())
+            {
+                predicate.And(a => a.AcquisitionFile.PimsAcquisitionFileTeams.Any(o => o.OrganizationId.HasValue && filter.AcquisitionTeamOrganizations.Contains((long)o.OrganizationId)));
+            }
+
             var query = Context.PimsAgreements
                 .Include(a => a.AgreementTypeCodeNavigation)
                 .Include(a => a.AcquisitionFile)
                     .ThenInclude(a => a.PimsAcquisitionFileTeams)
                     .ThenInclude(afp => afp.Person)
+                .Include(a => a.AcquisitionFile)
+                    .ThenInclude(a => a.PimsAcquisitionFileTeams)
+                    .ThenInclude(o => o.Organization)
                 .Include(a => a.AcquisitionFile)
                     .ThenInclude(a => a.Project)
                 .Include(a => a.AcquisitionFile)

source/backend/dal/Repositories/CompReqFinancialRepository.cs

@@ -57,6 +57,10 @@
                     .ThenInclude(cr => cr.AcquisitionFile)
                         .ThenInclude(a => a.PimsAcquisitionFileTeams)
                         .ThenInclude(afp => afp.Person)
+                .Include(f => f.CompensationRequisition)
+                    .ThenInclude(cr => cr.AcquisitionFile)
+                        .ThenInclude(a => a.PimsAcquisitionFileTeams)
+                        .ThenInclude(o => o.Organization)
                 .Include(f => f.CompensationRequisition)
                     .ThenInclude(cr => cr.AcquisitionFile)
                         .ThenInclude(a => a.Project)
@@ -71,11 +75,17 @@
                     (f.CompensationRequisition.AlternateProjectId.HasValue && filter.Projects.Contains(f.CompensationRequisition.AlternateProjectId.Value)) ||
                     (!f.CompensationRequisition.AlternateProjectId.HasValue && f.CompensationRequisition.AcquisitionFile.ProjectId.HasValue && filter.Projects.Contains(f.CompensationRequisition.AcquisitionFile.ProjectId.Value)));
             }
+
             if (filter.AcquisitionTeamPersons != null && filter.AcquisitionTeamPersons.Any())
             {
                 query = query.Where(f => f.CompensationRequisition.AcquisitionFile.PimsAcquisitionFileTeams.Any(afp => afp.PersonId.HasValue && filter.AcquisitionTeamPersons.Contains((long)afp.PersonId)));
             }
 
+            if (filter.AcquisitionTeamOrganizations != null && filter.AcquisitionTeamOrganizations.Any())
+            {
+                query = query.Where(f => f.CompensationRequisition.AcquisitionFile.PimsAcquisitionFileTeams.Any(o => o.OrganizationId.HasValue && filter.AcquisitionTeamOrganizations.Contains((long)o.OrganizationId)));
+            }
+
             return query.ToList();
         }
     }

source/backend/tests/unit/api/Models/AgreementReportModelTest.cs

@@ -10,11 +10,11 @@ namespace Pims.Api.Test
     public class AgreementReportModelTest
     {
         [Fact]
-        public void AgreementReportModel_TeamMember()
+        public void AgreementReportModel_TeamMember_Person()
         {
             // Arrange
             var testAgreement = new Dal.Entities.PimsAgreement();
-            var propCoord = new PimsAcquisitionFileTeam() { AcqFlTeamProfileTypeCode = "PROPCOORD", Person = new PimsPerson() { Surname = "test" } };
+            var propCoord = new PimsAcquisitionFileTeam() { AcqFlTeamProfileTypeCode = "PROPCOORD", PersonId = 1, Person = new PimsPerson() { PersonId = 1, Surname = "test" } };
             testAgreement.AcquisitionFile = new Dal.Entities.PimsAcquisitionFile() { PimsAcquisitionFileTeams = new List<PimsAcquisitionFileTeam>() { propCoord } };
 
             // Act
@@ -24,6 +24,21 @@ public void AgreementReportModel_TeamMember()
             model.PropertyCoordinator.Should().Be("test");
         }
 
+        [Fact]
+        public void AgreementReportModel_TeamMember_Organization()
+        {
+            // Arrange
+            var testAgreement = new Dal.Entities.PimsAgreement();
+            var propCoord = new PimsAcquisitionFileTeam() { AcqFlTeamProfileTypeCode = "PROPCOORD", OrganizationId = 100, Organization = new PimsOrganization() { OrganizationId = 100, Name = "FORTIS BC" } };
+            testAgreement.AcquisitionFile = new Dal.Entities.PimsAcquisitionFile() { PimsAcquisitionFileTeams = new List<PimsAcquisitionFileTeam>() { propCoord } };
+
+            // Act
+            var model = new AgreementReportModel(testAgreement, new System.Security.Claims.ClaimsPrincipal());
+
+            // Assert
+            model.PropertyCoordinator.Should().Be("FORTIS BC");
+        }
+
         [Fact]
         public void AgreementReportModel_TeamMember_Null()
         {

source/frontend/src/features/projects/reports/ProjectExportForm.test.tsx

@@ -2,6 +2,7 @@ import { createMemoryHistory } from 'history';
 
 import { getMockPerson } from '@/mocks/contacts.mock';
 import { mockLookups } from '@/mocks/lookups.mock';
+import { getMockOrganization } from '@/mocks/organization.mock';
 import { mockProjects } from '@/mocks/projects.mock';
 import { lookupCodesSlice } from '@/store/slices/lookupCodes';
 import { act, render, RenderOptions, screen, userEvent } from '@/utils/test-utils';
@@ -97,9 +98,14 @@ describe('ProjectExportForm component', () => {
     expect(screen.getByText(/776/g)).not.toBeNull();
   });
 
-  it('displays team members when passed', async () => {
+  it('displays team members when passed person', async () => {
     const { getByDisplayValue } = setup({
-      teamMembers: [getMockPerson({ id: 1, surname: 'last', firstName: 'first' })],
+      teamMembers: [
+        {
+          personId: 1,
+          person: getMockPerson({ id: 1, surname: 'last', firstName: 'first' }),
+        },
+      ],
     } as any);
 
     const select = getByDisplayValue(/Select Export Type.../i);
@@ -111,6 +117,25 @@ describe('ProjectExportForm component', () => {
     expect(screen.getByText(/first last/g)).not.toBeNull();
   });
 
+  it('displays team members when passed organization', async () => {
+    const { getByDisplayValue } = setup({
+      teamMembers: [
+        {
+          organizationId: 100,
+          organization: getMockOrganization({ id: 100, name: 'FORTIS BC' }),
+        },
+      ],
+    } as any);
+
+    const select = getByDisplayValue(/Select Export Type.../i);
+
+    await act(async () => {
+      userEvent.selectOptions(select, ProjectExportTypes.AGREEMENT);
+    });
+
+    expect(screen.getByText(/FORTIS BC/g)).not.toBeNull();
+  });
+
   it('hides submit, project, team members by default', async () => {
     setup({} as any);
 

source/frontend/src/features/projects/reports/ProjectExportForm.tsx

@@ -3,7 +3,7 @@ import * as React from 'react';
 
 import { Select, SelectOption } from '@/components/common/form';
 import { SectionField } from '@/components/common/Section/SectionField';
-import { Api_Person } from '@/models/api/Person';
+import { Api_AcquisitionFileTeam } from '@/models/api/AcquisitionFile';
 import { Api_Project } from '@/models/api/Project';
 import { Api_ExportProjectFilter } from '@/models/api/ProjectFilter';
 
@@ -14,7 +14,7 @@ export interface IProjectExportFormProps {
   onExportTypeSelected: () => void;
   onExport: (filter: Api_ExportProjectFilter) => Promise<void>;
   projects: Api_Project[];
-  teamMembers: Api_Person[];
+  teamMembers: Api_AcquisitionFileTeam[];
   loading: boolean;
 }
 

source/frontend/src/features/projects/reports/ProjectExportFormContent.tsx

@@ -28,8 +28,8 @@ export const ProjectExportFormContent: React.FunctionComponent<IProjectExportFor
   });
   const teamMembersOptions = teamMembers.map<CodeTypeSelectOption>(x => {
     return {
-      codeType: x?.id?.toString() ?? '',
-      codeTypeDescription: formatApiPersonNames(x),
+      codeType: x.personId ? `P-${x.personId}` : `O-${x.organizationId}`,
+      codeTypeDescription: x.personId ? formatApiPersonNames(x.person) : x.organization?.name ?? '',
     };
   });
 

source/frontend/src/features/projects/reports/models.ts

@@ -1,6 +1,8 @@
 import { CodeTypeSelectOption } from '@/components/maps/leaflet/Control/AdvancedFilter/models';
 import { Api_ExportProjectFilter } from '@/models/api/ProjectFilter';
 
+type IdSelector = 'O' | 'P';
+
 export class ExportProjectModel {
   public exportType: keyof typeof ProjectExportTypes | '' = '';
   public projects: CodeTypeSelectOption[] = [];
@@ -10,7 +12,8 @@
     return {
       type: this.exportType === '' ? undefined : this.exportType,
       projects: this.projects.map(p => +p.codeType),
-      acquisitionTeamPersons: this.acquisitionTeam.map(t => +t.codeType),
+      acquisitionTeamPersons: getParameterIdFromOptions(this.acquisitionTeam),
+      acquisitionTeamOrganizations: getParameterIdFromOptions(this.acquisitionTeam, 'O'),
     };
   }
 }
@@ -19,3 +22,22 @@
   COMPENSATION = 'Compensation Requisition Export',
   AGREEMENT = 'Agreement Export',
 }
+
+const getParameterIdFromOptions = (
+  options: CodeTypeSelectOption[],
+  selector: IdSelector = 'P',
+): number[] => {
+  if (!options.length) {
+    return [];
+  }
+
+  var filteredItems = options.filter(option => String(option.codeType).startsWith(selector));
+  if (!filteredItems.length) {
+    return [];
+  }
+
+  return filteredItems.map(x => {
+    var number = x.codeType.split('-').pop() ?? '';
+    return parseInt(number) ?? 0;
+  });
+};

source/frontend/src/models/api/ProjectFilter.ts

@@ -3,5 +3,6 @@ import { ProjectExportTypes } from '@/features/projects/reports/models';
 export interface Api_ExportProjectFilter {
   projects: number[];
   acquisitionTeamPersons: number[];
+  acquisitionTeamOrganizations: number[];
   type?: keyof typeof ProjectExportTypes;
 }