Export a CSV of all continuing activities

The first step in updating activities with the new transparency
identifier: producing a list of activities that fulfill the conditions
to continue, from the old GB-GOV-13 identifier corresponding to BEIS, to
the new GB-GOV-26 identifier corresponding to DSIT.

The list will need to be signed off by DSIT.

Usually we would have implemented this as a rake task to be run in the
server console, but we no longer have this level of access.

This ad-hoc export is temporary, and will be removed after all the
relevant activities are switched to the new identifier.

app/controllers/exports_controller.rb

@@ -74,4 +74,18 @@ def spending_breakdown_download
     response.stream.write(spending_breakdown_csv)
     response.stream.close
   end
+
+  def continuing_activities
+    authorize :export, :show_continuing_activities?
+
+    respond_to do |format|
+      format.csv do
+        export = Export::ContinuingActivities.new
+
+        stream_csv_download(filename: export.filename, headers: export.headers) do |csv|
+          export.rows.each { |row| csv << row }
+        end
+      end
+    end
+  end
 end

app/policies/export_policy.rb

@@ -14,4 +14,8 @@ def show_budgets?
   def show_spending_breakdown?
     user.service_owner?
   end
+
+  def show_continuing_activities?
+    user.service_owner?
+  end
 end

app/services/export/continuing_activities.rb

@@ -0,0 +1,68 @@
+class Export::ContinuingActivities
+  def filename
+    "continuing_activities.csv"
+  end
+
+  def headers
+    [
+      "Partner Organisation name",
+      "Activity name",
+      "RODA ID",
+      "Transparency identifier",
+      "Partner Organisation ID",
+      "Status",
+      "Level"
+    ]
+  end
+
+  def rows
+    activities.map do |activity|
+      partner_organisation_name = activity.organisation.name
+      activity_title = activity.title
+      roda_identifier = activity.roda_identifier
+      transparency_identifier = activity.transparency_identifier
+      partner_organisation_identifier = activity.partner_organisation_identifier
+      status = I18n.t("activity.programme_status.#{activity.programme_status}")
+      level = I18n.t("table.body.activity.level.#{activity.level}")
+
+      [partner_organisation_name, activity_title, roda_identifier, transparency_identifier, partner_organisation_identifier, status, level]
+    end
+  end
+
+  def activities
+    # active statuses, regardless of any associated actual spend
+    definitely_active = Activity
+      .joins(:organisation)
+      .includes(:organisation)
+      .where.not(level: "fund")
+      .where(is_oda: [nil, true])
+      .where.not(programme_status: ["completed", "stopped", "cancelled", "finalisation", "paused"])
+      .order("organisations.name, programme_status")
+
+    cut_off_quarter = FinancialQuarter.new(2022, 4)
+
+    # activities that MAY need to continue, IF they have actual spend more recent than FQ4 2022-2023
+    potentially_active_due_to_actuals = Activity
+      .joins(:organisation, :actuals)
+      .includes(:organisation)
+      .where.not(level: "fund")
+      .where(is_oda: [nil, true])
+      .where(programme_status: ["completed", "stopped", "cancelled", "finalisation", "paused"])
+      .where("transactions.date > ?", cut_off_quarter.end_date)
+      .order("organisations.name, programme_status")
+
+    # activities that MAY need to continue, IF they have forecasts for quarters after FQ4 2022-2023
+    potentially_active_due_to_forecasts = Activity
+      .joins(:organisation)
+      .includes(:organisation)
+      .where.not(level: "fund")
+      .where(is_oda: [nil, true])
+      .where(programme_status: "paused")
+      .order("organisations.name, programme_status")
+    potentially_active_due_to_forecasts = potentially_active_due_to_forecasts.select do |activity|
+      Forecast.unscoped.where(parent_activity_id: activity.id).where("period_start_date > ?", cut_off_quarter.end_date).any?
+    end
+
+    (definitely_active + potentially_active_due_to_actuals + potentially_active_due_to_forecasts).uniq
+  end
+end

app/views/exports/index.html.haml

@@ -49,6 +49,28 @@
                   = a11y_action_link("Request new", spending_breakdown_exports_path(fund_id: fund.id), t("table.export.spending_breakdown.name", fund: fund.name), ["govuk-link--no-visited-state"])
                 - else
                   = a11y_action_link("Request", spending_breakdown_exports_path(fund_id: fund.id), t("table.export.spending_breakdown.name", fund: fund.name), ["govuk-link--no-visited-state"])
+
+      %h1.govuk-heading-m
+        Ad-hoc exports
+
+      %table.govuk-table
+        %thead.govuk-table__head
+          %tr.govuk-table__row
+            %th.govuk-table__header{scope: "col"}
+              Purpose
+            %th.govuk-table__header{scope: "col"}
+              = t("table.export.header.format")
+            %th.govuk-table__header{scope: "col"}
+              = t("table.header.default.actions")
+        %tbody.govuk-table__body
+          %tr.govuk-table__row
+            %td.govuk-table__cell
+              Activities continuing under GB-GOV-26
+            %td.govuk-table__cell
+              CSV
+            %td.govuk-table__cell
+              = a11y_action_link("Download", continuing_activities_exports_path(format: "csv"))
+
       %h1.govuk-heading-m
         = t("page_content.export.organisations.title")
 

config/routes.rb

@@ -42,6 +42,7 @@
     member do
       get "spending_breakdown_download"
     end
+    get "continuing_activities", on: :collection
   end
 
   namespace :exports do

spec/services/export/continuing_activities_spec.rb

@@ -0,0 +1,119 @@
+RSpec.describe Export::ContinuingActivities do
+  let(:export) { Export::ContinuingActivities.new }
+
+  describe "#activities" do
+    context "a completed activity" do
+      let!(:project) { create(:project_activity, programme_status: "completed") }
+
+      context "without actual spend" do
+        it "is not included" do
+          expect(export.activities).to_not include(project)
+        end
+      end
+
+      context "with actual spend before or including in FQ4 2022-2023" do
+        before { create(:actual, parent_activity: project, date: FinancialQuarter.new(2022, 4).end_date) }
+
+        it "is not included" do
+          expect(export.activities).to_not include(project)
+        end
+      end
+
+      context "with actual spend after FQ4 2022-2023" do
+        before { create(:actual, parent_activity: project, date: FinancialQuarter.new(2023, 1).start_date) }
+
+        it "is included" do
+          expect(export.activities).to include(project)
+        end
+      end
+    end
+
+    context "a spend_in_progress activity" do
+      let!(:project) { create(:project_activity, programme_status: "spend_in_progress") }
+
+      context "without actual spend" do
+        it "is included" do
+          expect(export.activities).to include(project)
+        end
+      end
+
+      context "with actual spend before or including in FQ4 2022-2023" do
+        before { create(:actual, parent_activity: project, date: FinancialQuarter.new(2022, 4).end_date) }
+
+        it "is included" do
+          expect(export.activities).to include(project)
+        end
+      end
+
+      context "with actual spend after FQ4 2022-2023" do
+        before { create(:actual, parent_activity: project, date: FinancialQuarter.new(2023, 1).start_date) }
+
+        it "is included" do
+          expect(export.activities).to include(project)
+        end
+      end
+
+      context "for ISPF non-ODA" do
+        before { project.update(is_oda: false) }
+
+        it "is not included" do
+          expect(export.activities).to_not include(project)
+        end
+      end
+    end
+
+    context "a paused activity" do
+      let!(:project) { create(:project_activity, programme_status: "paused") }
+
+      context "with neither actual spend nor forecasts" do
+        it "is not included" do
+          expect(export.activities).to_not include(project)
+        end
+      end
+
+      context "with actual spend before or including in FQ4 2022-2023 and no forecasts" do
+        before { create(:actual, parent_activity: project, date: FinancialQuarter.new(2022, 4).end_date) }
+
+        it "is not included" do
+          expect(export.activities).to_not include(project)
+        end
+      end
+
+      context "with actual spend after FQ4 2022-2023 and no forecasts" do
+        before { create(:actual, parent_activity: project, date: FinancialQuarter.new(2023, 1).start_date) }
+
+        it "is included" do
+          expect(export.activities).to include(project)
+        end
+      end
+
+      context "with forecasts before or including in FQ4 2022-2023 and no actual spend" do
+        before do
+          ReportingCycle.new(project, 2, 2022).tick
+          # initialising a reporting cycle like that and "tick"ing over the report cycle
+          # gives us a report for FQ3 2022-2023, in which we can report a forecast for FQ4 2022-2023
+          forecast_history = ForecastHistory.new(project, financial_quarter: 4, financial_year: 2022)
+          forecast_history.set_value(1000)
+        end
+
+        it "is not included" do
+          expect(export.activities).to_not include(project)
+        end
+      end
+
+      context "with forecasts after FQ4 2022-2023 and no actual spend" do
+        before do
+          ReportingCycle.new(project, 3, 2022).tick
+          # initialising a reporting cycle like that and "tick"ing over the report cycle
+          # gives us a report for FQ4 2022-2023, in which we can report a forecast for FQ1 2023-2024
+          forecast_history = ForecastHistory.new(project, financial_quarter: 1, financial_year: 2023)
+          forecast_history.set_value(1000)
+        end
+
+        it "is included" do
+          expect(export.activities).to include(project)
+        end
+      end
+    end
+  end
+end