Merge pull request #3686 from unicef/develop

dev

src/etools/applications/audit/management/commands/update_audit_permissions.py

@@ -62,9 +62,6 @@ class Command(BaseCommand):
         'audit.engagement.status',
         'audit.engagement.status_date',
 
-        'audit.spotcheck.face_form_start_date',
-        'audit.spotcheck.face_form_end_date',
-
         'purchase_order.purchaseorder.*',
         'purchase_order.auditorfirm.*',
     ]

src/etools/applications/audit/migrations/0031_auto_20240507_1059.py

@@ -0,0 +1,23 @@
+# Generated by Django 3.2.19 on 2024-05-07 10:59
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('audit', '0030_engagement_send_back_comment'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='engagement',
+            name='end_date',
+            field=models.DateField(blank=True, null=True, verbose_name='Start date of first reporting FACE'),
+        ),
+        migrations.AlterField(
+            model_name='engagement',
+            name='start_date',
+            field=models.DateField(blank=True, null=True, verbose_name='End date of last reporting FACE'),
+        ),
+    ]

src/etools/applications/audit/models.py

@@ -111,8 +111,8 @@ class Engagement(InheritedModelMixin, TimeStampedModel, models.Model):
     )
     partner_contacted_at = models.DateField(verbose_name=_('Date IP was contacted'), blank=True, null=True)
     engagement_type = models.CharField(verbose_name=_('Engagement Type'), max_length=10, choices=TYPES)
-    start_date = models.DateField(verbose_name=_('Period Start Date'), blank=True, null=True)
-    end_date = models.DateField(verbose_name=_('Period End Date'), blank=True, null=True)
+    start_date = models.DateField(verbose_name=_('Start date of first reporting FACE'), blank=True, null=True)
+    end_date = models.DateField(verbose_name=_('End date of last reporting FACE'), blank=True, null=True)
     total_value = models.DecimalField(
         verbose_name=_('Total value of selected FACE form(s)'), default=0, decimal_places=2, max_digits=20
     )

src/etools/applications/audit/serializers/engagement.py

@@ -257,6 +257,9 @@ class EngagementSerializer(
         WritableNestedParentSerializerMixin,
         EngagementListSerializer
 ):
+    face_form_start_date = serializers.DateField(label='FACE Form(s) Start Date', read_only=True, source='start_date')
+    face_form_end_date = serializers.DateField(label='FACE Form(s) End Date', read_only=True, source='end_date')
+
     staff_members = SeparatedReadWriteField(
         read_field=serializers.SerializerMethodField(),
         label=_('Audit Staff Team Members')
@@ -287,6 +290,7 @@ class EngagementSerializer(
 
     class Meta(EngagementListSerializer.Meta):
         fields = EngagementListSerializer.Meta.fields + [
+            'face_form_start_date', 'face_form_end_date',
             'total_value', 'staff_members', 'active_pd', 'authorized_officers', 'users_notified',
             'joint_audit', 'year_of_audit', 'shared_ip_with', 'exchange_rate', 'currency_of_report',
             'start_date', 'end_date', 'partner_contacted_at', 'date_of_field_visit', 'date_of_draft_report_to_ip',
@@ -399,16 +403,13 @@ class Meta(WritableNestedSerializerMixin.Meta):
 class SpotCheckSerializer(ActivePDValidationMixin, EngagementSerializer):
     findings = FindingSerializer(many=True, required=False)
 
-    face_form_start_date = serializers.DateField(label='FACE Form(s) Start Date', read_only=True, source='start_date')
-    face_form_end_date = serializers.DateField(label='FACE Form(s) End Date', read_only=True, source='end_date')
-
     pending_unsupported_amount = serializers.DecimalField(20, 2, label=_('Pending Unsupported Amount'), read_only=True)
 
     class Meta(EngagementSerializer.Meta):
         model = SpotCheck
         fields = EngagementSerializer.Meta.fields + [
             'total_amount_tested', 'total_amount_of_ineligible_expenditure',
-            'internal_controls', 'findings', 'face_form_start_date', 'face_form_end_date',
+            'internal_controls', 'findings',
             'amount_refunded', 'additional_supporting_documentation_provided',
             'justification_provided_and_accepted', 'write_off_required', 'pending_unsupported_amount',
             'explanation_for_additional_information'
@@ -561,18 +562,29 @@ def get_number_of_financial_findings(self, obj):
     def _validate_financial_findings(self, validated_data):
         financial_findings = validated_data.get('financial_findings')
         audited_expenditure = validated_data.get('audited_expenditure')
-        if not (financial_findings or audited_expenditure):
+        financial_findings_local = validated_data.get('financial_findings_local')
+        audited_expenditure_local = validated_data.get('audited_expenditure_local')
+        if not (financial_findings or audited_expenditure) and not (financial_findings_local or audited_expenditure_local):
             return
 
         if not financial_findings:
             financial_findings = self.instance.financial_findings if self.instance else None
         if not audited_expenditure:
             audited_expenditure = self.instance.audited_expenditure if self.instance else None
 
-        if audited_expenditure and financial_findings and financial_findings > audited_expenditure:
+        if audited_expenditure and financial_findings and financial_findings >= audited_expenditure:
             raise serializers.ValidationError({'financial_findings': _('Cannot exceed Audited Expenditure')})
 
+        if not financial_findings_local:
+            financial_findings_local = self.instance.financial_findings_local if self.instance else None
+        if not audited_expenditure_local:
+            audited_expenditure_local = self.instance.audited_expenditure_local if self.instance else None
+
+        if audited_expenditure_local and financial_findings_local and financial_findings_local >= audited_expenditure_local:
+            raise serializers.ValidationError({'financial_findings_local': _('Cannot exceed Audited Expenditure Local')})
+
     def validate(self, validated_data):
+        validated_data = super().validate(validated_data)
         self._validate_financial_findings(validated_data)
         return validated_data
 

src/etools/applications/audit/serializers/mixins.py

@@ -50,6 +50,33 @@ def _validate_dates(self, validated_data):
             if value and key in date_fields and timezone.now().date() < value:
                 errors[key] = _('Date should be in past.')
 
+        start_date = validated_data.get('start_date', self.instance.start_date if self.instance else None)
+        end_date = validated_data.get('end_date', self.instance.end_date if self.instance else None)
+        partner_contacted_at = validated_data.get('partner_contacted_at', self.instance.partner_contacted_at if self.instance else None)
+        date_of_field_visit = validated_data.get('date_of_field_visit', self.instance.date_of_field_visit if self.instance else None)
+        date_of_draft_report_to_ip = validated_data.get('date_of_draft_report_to_ip', self.instance.date_of_draft_report_to_ip if self.instance else None)
+        date_of_comments_by_ip = validated_data.get('date_of_comments_by_ip', self.instance.date_of_comments_by_ip if self.instance else None)
+        date_of_draft_report_to_unicef = validated_data.get('date_of_draft_report_to_unicef', self.instance.date_of_draft_report_to_unicef if self.instance else None)
+        date_of_comments_by_unicef = validated_data.get('date_of_comments_by_unicef', self.instance.date_of_comments_by_unicef if self.instance else None)
+
+        if start_date and end_date and end_date < start_date:
+            errors['end_date'] = _('This date should be after Period Start Date.')
+        if end_date and partner_contacted_at and partner_contacted_at < end_date:
+            errors['partner_contacted_at'] = _('This date should be after Period End Date.')
+
+        if partner_contacted_at and date_of_field_visit and date_of_field_visit < partner_contacted_at:
+            errors['date_of_field_visit'] = _('This date should be after Date IP was contacted.')
+
+        if date_of_field_visit and date_of_draft_report_to_ip and date_of_draft_report_to_ip < date_of_field_visit:
+            # date of field visit is editable even if date of draft report is readonly, map error to field visit date
+            errors['date_of_field_visit'] = _('This date should be before Date Draft Report Issued to IP.')
+        if date_of_draft_report_to_ip and date_of_comments_by_ip and date_of_comments_by_ip < date_of_draft_report_to_ip:
+            errors['date_of_comments_by_ip'] = _('This date should be after Date Draft Report Issued to UNICEF.')
+        if date_of_comments_by_ip and date_of_draft_report_to_unicef and date_of_draft_report_to_unicef < date_of_comments_by_ip:
+            errors['date_of_draft_report_to_unicef'] = _('This date should be after Date Comments Received from IP.')
+        if date_of_draft_report_to_unicef and date_of_comments_by_unicef and date_of_comments_by_unicef < date_of_draft_report_to_unicef:
+            errors['date_of_comments_by_unicef'] = _('This date should be after Date Draft Report Issued to UNICEF.')
+
         if errors:
             raise serializers.ValidationError(errors)
         return validated_data

src/etools/applications/audit/tests/factories.py

@@ -1,6 +1,8 @@
 import random
+from datetime import timedelta
 
 from django.db.models import signals
+from django.utils import timezone
 
 import factory
 from factory import fuzzy
@@ -133,16 +135,25 @@ class Meta:
 
 
 class AuditFactory(EngagementFactory):
+    start_date = timezone.now().date() - timedelta(days=30)
+    end_date = timezone.now().date() - timedelta(days=10)
+
     class Meta:
         model = Audit
 
 
 class SpecialAuditFactory(EngagementFactory):
+    start_date = timezone.now().date() - timedelta(days=30)
+    end_date = timezone.now().date() - timedelta(days=10)
+
     class Meta:
         model = SpecialAudit
 
 
 class SpotCheckFactory(EngagementFactory):
+    start_date = timezone.now().date() - timedelta(days=30)
+    end_date = timezone.now().date() - timedelta(days=10)
+
     class Meta:
         model = SpotCheck