fix(projects): Refactored how institutional officials/members are sto…

app/projects/admin.py

@@ -17,7 +17,6 @@
 from projects.models import ChallengeTaskSubmissionDownload
 from projects.models import Bucket
 from projects.models import InstitutionalOfficial
-from projects.models import InstitutionalMember
 
 
 class GroupAdmin(admin.ModelAdmin):
@@ -64,10 +63,6 @@ class InstitutionalOfficialAdmin(admin.ModelAdmin):
     list_display = ('user', 'institution', 'project', 'created', 'modified', )
     readonly_fields = ('created', 'modified', )
 
-class InstitutionalMemberAdmin(admin.ModelAdmin):
-    list_display = ('email', 'official', 'user', 'created', 'modified', )
-    readonly_fields = ('created', 'modified', )
-
 class HostedFileAdmin(admin.ModelAdmin):
     list_display = ('long_name', 'project', 'hostedfileset', 'file_name', 'file_location', 'order', 'created', 'modified',)
     list_filter = ('project', )
@@ -106,7 +101,6 @@ class ChallengeTaskSubmissionDownloadAdmin(admin.ModelAdmin):
 admin.site.register(Participant, ParticipantAdmin)
 admin.site.register(Institution, InstitutionAdmin)
 admin.site.register(InstitutionalOfficial, InstitutionalOfficialAdmin)
-admin.site.register(InstitutionalMember, InstitutionalMemberAdmin)
 admin.site.register(HostedFile, HostedFileAdmin)
 admin.site.register(HostedFileSet, HostedFileSetAdmin)
 admin.site.register(HostedFileDownload, HostedFileDownloadAdmin)

app/projects/api.py

@@ -44,7 +44,6 @@
 from projects.models import SIGNED_FORM_REJECTED
 from projects.models import HostedFileSet
 from projects.models import InstitutionalOfficial
-from projects.models import InstitutionalMember
 
 logger = logging.getLogger(__name__)
 
@@ -672,9 +671,12 @@ def save_signed_agreement_form(request):
 
             # Retain lists
             if len(value) > 1:
-                fields[key] = value
+
+                # Only retain valid values
+                valid_values = [v for v in value if v]
+                fields[key] = valid_values if valid_values else ""
             else:
-                fields[key] = next(iter(value), None)
+                fields[key] = next(iter(value), "")
 
         # Save fields
         signed_agreement_form.fields = fields
@@ -802,13 +804,52 @@ def submit_user_permission_request(request):
         return response
 
     # Create a new participant record if one does not exist already.
-    Participant.objects.get_or_create(
+    participant, created = Participant.objects.get_or_create(
         user=request.user,
         project=project
     )
 
+    # Check if this project allows institutional signers
+    if project.institutional_signers:
+
+        # Check if this is a member
+        try:
+            official = InstitutionalOfficial.objects.get(
+                project=project,
+                member_emails__contains=request.user.email,
+            )
+
+            # Check if they have access
+            official_participant = Participant.objects.get(user=official.user)
+            if official_participant.permission == "VIEW":
+
+                # Approve signed agreement forms
+                for signed_agreement_form in SignedAgreementForm.objects.filter(project=project, user=request.user):
+
+                    # If allows institutional signers, auto-approve
+                    if signed_agreement_form.agreement_form.institutional_signers:
+
+                        signed_agreement_form.status = "A"
+                        signed_agreement_form.save()
+
+                # Grant this user access immediately if all agreement forms are accepted
+                for agreement_form in project.agreement_forms.all():
+                    if not SignedAgreementForm.objects.filter(
+                        agreement_form=agreement_form,
+                        project=project,
+                        user=request.user,
+                        status="A"
+                        ):
+                        break
+                else:
+                    participant.permission = "VIEW"
+                    participant.save()
+
+        except ObjectDoesNotExist:
+            pass
+
     # Check if there are administrators to notify.
-    if project.project_supervisors:
+    if project.project_supervisors and not participant.permission:
 
         # Convert the comma separated string of emails into a list.
         supervisor_emails = project.project_supervisors.split(",")
@@ -832,6 +873,8 @@ def submit_user_permission_request(request):
         except Exception as e:
             logger.exception(e)
 
+    elif participant.permission:
+        logger.debug(f"Request has been auto-approved due to an institutional signer")
     else:
         logger.warning(f"Project '{project}' has not supervisors to alert on access requests")
 
@@ -855,6 +898,10 @@ def submit_user_permission_request(request):
         "success", "Your request for access has been submitted", "thumbs-up"
     )
 
+    # Reload page if approved
+    if participant.permission == "VIEW":
+        response['X-IC-Script'] += "setTimeout(function() { location.reload(); }, 2000);"
+
     return response
 
 
@@ -927,6 +974,10 @@ def update_institutional_members(request):
     # Get the list
     member_emails = [m.lower() for m in request.POST.getlist("member-emails", [])]
 
+    # Get deletions and additions
+    deleted_member_emails = list(set(official.member_emails) - set(member_emails))
+    added_member_emails = list(set(member_emails) - set(official.member_emails))
+
     # Check for duplicates
     if len(set(member_emails)) < len(member_emails):
 
@@ -940,31 +991,34 @@ def update_institutional_members(request):
 
         return response
 
-    # Iterate existing members
-    for member in InstitutionalMember.objects.filter(official=official):
+    # Save the official with updated emails
+    official.member_emails = member_emails
+    official.save()
 
-        # Check if in list
-        if member.email.lower() in member_emails:
-            logger.debug(f"Update institutional members: Member '{member.email}' already exists")
+    # Iterate removed emails and remove access
+    for email in deleted_member_emails:
+        try:
+            participant = Participant.objects.get(project=official.project, user__email=email, permission="VIEW")
 
-            # Remove email from list
-            member_emails.remove(member.email.lower())
+            # Revoke it if found
+            participant.permission = None
+            participant.save()
 
-        elif member.email.lower() not in member_emails:
-            logger.debug(f"Update institutional members: Member '{member.email}' will be deleted")
+        except ObjectDoesNotExist:
+            pass
 
-            # Delete them
-            member.delete()
+    # Iterate added emails and add access if waiting
+    for email in added_member_emails:
+        try:
+            official_participant = Participant.objects.get(project=official.project, user=official.user)
+            participant = Participant.objects.get(project=official.project, user__email=email)
 
-    # Create members from remaining email addresses
-    for member_email in member_emails:
-        logger.debug(f"Update institutional members: Member '{member_email}' will be created")
+            # Add access if found
+            participant.permission = official_participant.permission
+            participant.save()
 
-        # Create them
-        InstitutionalMember.objects.create(
-            official=official,
-            email=member_email,
-        )
+        except ObjectDoesNotExist:
+            pass
 
     # Create the response.
     response = HttpResponse(status=201)

app/projects/migrations/0106_agreementform_institutional_signers_and_more.py

@@ -0,0 +1,32 @@
+# Generated by Django 4.2.14 on 2024-08-22 18:11
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('projects', '0105_agreementform_template'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='agreementform',
+            name='institutional_signers',
+            field=models.BooleanField(default=False, help_text='Allows institutional signers to sign for their members. This will auto-approve this agreement form for members whose institutional official has had their agreement form approved.'),
+        ),
+        migrations.AddField(
+            model_name='dataproject',
+            name='institutional_signers',
+            field=models.BooleanField(default=False, help_text='Allows institutional signers to sign for their members. This will auto-approve agreement forms for members whose institutional official has had their agreement forms approved.'),
+        ),
+        migrations.AddField(
+            model_name='institutionalofficial',
+            name='member_emails',
+            field=models.JSONField(default=[]),
+            preserve_default=False,
+        ),
+        migrations.DeleteModel(
+            name='InstitutionalMember',
+        ),
+    ]

app/projects/models.py

@@ -260,6 +260,7 @@ class AgreementForm(models.Model):
                   " the person who they submitted their signed agreement form to."
     )
     template = models.CharField(max_length=300, blank=True, null=True)
+    institutional_signers = models.BooleanField(default=False, help_text="Allows institutional signers to sign for their members. This will auto-approve this agreement form for members whose institutional official has had their agreement form approved.")
 
     # Meta
     created = models.DateTimeField(auto_now_add=True)
@@ -363,6 +364,10 @@ class DataProject(models.Model):
         help_text="Set this to a specific bucket where this project's files should be stored."
     )
 
+    # Automate approval of members covered by an already-approved institutional signer
+    institutional_signers = models.BooleanField(default=False, help_text="Allows institutional signers to sign for their members. This will auto-approve agreement forms for members whose institutional official has had their agreement forms approved.")
+
+
     # Meta
     created = models.DateTimeField(auto_now_add=True)
     modified = models.DateTimeField(auto_now=True)
@@ -399,19 +404,7 @@ class InstitutionalOfficial(models.Model):
     project = models.ForeignKey(DataProject, on_delete=models.PROTECT)
     institution = models.TextField(null=False, blank=False)
     signed_agreement_form = models.ForeignKey("SignedAgreementForm", on_delete=models.PROTECT)
-
-    # Meta
-    created = models.DateTimeField(auto_now_add=True)
-    modified = models.DateTimeField(auto_now=True)
-
-
-class InstitutionalMember(models.Model):
-    """
-    This represents a member of an institution.
-    """
-    official = models.ForeignKey(InstitutionalOfficial, on_delete=models.PROTECT)
-    email = models.TextField(null=False, blank=False)
-    user = models.ForeignKey(User, on_delete=models.PROTECT, null=True, blank=True)
+    member_emails = models.JSONField(null=False, blank=False, editable=True)
 
     # Meta
     created = models.DateTimeField(auto_now_add=True)

app/projects/panels.py

@@ -70,14 +70,3 @@ class DataProjectInstitutionalOfficialPanel(DataProjectPanel):
 
     def __init__(self, title, bootstrap_color, template, additional_context=None):
         super().__init__(title, bootstrap_color, template, additional_context)
-
-
-class DataProjectInstitutionalMemberPanel(DataProjectPanel):
-    """
-    This class holds information needed to display panels on the DataProject
-    page that outline institutional officials and the members they are representing.
-    """
-
-    def __init__(self, title, bootstrap_color, template, status, additional_context=None):
-        super().__init__(title, bootstrap_color, template, additional_context)
-        self.status = status

app/projects/signals.py

@@ -9,7 +9,6 @@
 from projects.models import SignedAgreementForm
 from projects.models import TEAM_ACTIVE, TEAM_DEACTIVATED, TEAM_READY
 from projects.models import InstitutionalOfficial
-from projects.models import InstitutionalMember
 
 import logging
 logger = logging.getLogger(__name__)
@@ -144,15 +143,6 @@ def signed_agreement_form_pre_save_handler(sender, **kwargs):
             institution=instance.fields["institute-name"],
             project=instance.project,
             signed_agreement_form=instance,
+            member_emails=instance.fields["member-emails"],
         )
         official.save()
-
-        # Iterate members
-        for email in instance.fields["member-emails"]:
-
-            # Create member
-            member = InstitutionalMember.objects.create(
-                official=official,
-                email=email,
-            )
-            member.save()

app/projects/templatetags/projects_extras.py

@@ -19,6 +19,10 @@
 def get_html_form_file_contents(form_file_path):
     return render_to_string(form_file_path)
 
+@register.simple_tag
+def get_agreement_form_template(form_file_path, context={}):
+    return render_to_string(form_file_path, context=context)
+
 @register.filter
 def get_login_url(current_uri):