kuality-coeus 0.0.1 → 0.0.2

data/features/proposal_development/proposal_workflow.feature

@@ -0,0 +1,105 @@
+Feature: Proposal Workflows and Routing
+
+  As system user with the appropriate roles and permissions, I want the ability to
+  take actions against a proposal that will navigate it through various routes
+  in workflow.
+
+#=================
+# Proposal Actions -- As proposals navigate through workflow, specific users are asked to take actions
+#=================
+
+  Scenario Outline: Proposal is successfully routed to PI for action
+    Given users exist with the following roles: OSPApprover, Proposal Creator, Unassigned
+    And   I log in with the Proposal Creator user
+    And   initiate a proposal
+    And   add the Unassigned user as a Principal Investigator to the key personnel proposal roles
+    And   complete the required custom fields on the proposal
+    And   submit the proposal
+    When  the OSPApprover user approves the proposal
+    And   I log in with the Unassigned user
+    Then  I can access the proposal from my action list
+    And   the <Action> button appears on the Proposal Summary and Proposal Action pages
+
+  Examples:
+    | Action     |
+    | Approve    |
+    | Disapprove |
+    | Reject     |
+
+  Scenario Outline: Proposal is successfully routed to OSP Approver for action
+    Given users exist with the following roles: Proposal Creator, OSPApprover
+    And   I log in with the Proposal Creator user
+    And   I initiate a proposal
+    And   I complete the proposal
+    And   I submit the proposal
+    When  I log in with the OSPApprover user
+    Then  I can access the proposal from my action list
+    And   the <Action> button appears on the Proposal Summary and Proposal Action pages
+
+  Examples:
+    | Action     |
+    | Approve    |
+    | Disapprove |
+    | Reject     |
+
+  Scenario: Aggregator successfully submits a proposal into routing
+    Given a user exists with the system role: 'Proposal Creator'
+    And   I initiate a proposal
+    And   I complete the proposal
+    When  I submit the proposal
+    Then   the proposal status should be Approval Pending
+
+  Scenario: Aggregator successfully blanket approves a routed proposal
+    Given a user exists with the system role: 'Proposal Creator'
+    And   I log in with the Proposal Creator user
+    And   I submit a new development proposal into routing
+    When  I blanket approve the proposal
+    Then  the proposal status should be Approval Granted
+
+  Scenario: OSP Approver successfully submits a routed proposal to the sponsor
+    Given users exist with the following roles: Proposal Creator, OSPApprover
+    And   I log in with the Proposal Creator user
+    And   I submit a new development proposal into routing
+    When  I log in with the OSPApprover user
+    And   I submit the routed proposal to the sponsor
+    Then  the proposal status should be Approval Pending - Submitted
+
+#TODO: Scenario: An OSP Approver takes the 'Submit to sponsor' action against a routed proposal and an institutional proposal is created
+
+  Scenario: Aggregator successfully recalls a routed proposal for cancellation
+    Given a user exists with the system role: 'Proposal Creator'
+    And   I log in with the Proposal Creator user
+    And   I submit a new development proposal into routing
+    When  I recall and cancel the proposal
+    Then  the proposal status should be Document Error Occurred
+
+  Scenario: Aggregator successfully recalls proposal for revisions
+    Given a user exists with the system role: 'Proposal Creator'
+    And   I log in with the Proposal Creator user
+    And   I submit a new development proposal into routing
+    When  I recall the proposal for revisions
+    Then  the proposal status should be Revisions Requested
+
+#=================
+# Notifications -- Notifications are sent are FYIs to select users.
+#=================
+  Scenario: Successful delivery of an FYI from a development proposal
+    Given users exist with the following roles: Proposal Creator, OSPApprover
+    And   I log in with the Proposal Creator user
+    And   I initiate a proposal
+    When  I send a notification to the OSPApprover user
+    And   I log in with the OSPApprover user
+    Then  I should receive an action list item with the requested action being: FYI
+    And   I can acknowledge the requested action list item
+
+#TODO: Scenario: An OSPApprover user can filter all of their FYIs and acknowledge them at once
+
+#=================
+# Action List -- Routed proposals appear in select user's action lists with requested actions
+#=================
+
+#TODO: Think about this scenario... Think of a new way to write this
+  Scenario: Successful receipt of a routed proposal by an OSP Approver
+    Given a user exists with the system role: 'OSPApprover'
+    When  I submit a new development proposal into routing
+    Then  the proposal is in the OSPApprover user's action list

data/features/proposal_development/special_review_validations.feature

@@ -0,0 +1,12 @@
+Feature: Special Review Validations
+
+  As a researcher I want to know if there are problems
+  with my proposal's key personnel so that I can fix them
+  before I submit the proposal
+
+  Background: Necessary users exist in the system
+    Given   I'm logged in with admin
+
+  Scenario: The application date must be prior to the approval date
+    When    I add a special review item that has an approval date earlier than the application date
+    Then    I should see an error that the approval should occur later than the application

data/features/step_definitions/action_list.rb

@@ -0,0 +1,12 @@
+When /^I visit the action list outbox$/ do
+  visit(ActionList).outbox
+end
+
+Then /^I can access the proposal from my action list$/ do
+  visit(ActionList).filter
+  on ActionListFilter do |page|
+    page.document_title.set @proposal.project_title
+    page.filter
+  end
+  on(ActionList).open_item(@proposal.document_id)
+end

data/features/step_definitions/awards/create_award.rb

@@ -0,0 +1,3 @@
+When /^I? ?create an award for the institutional_proposal$/ do
+  @award = create AwardObject, funding_proposal: @institutional_proposal.proposal_number
+end

data/features/step_definitions/grants_gov/forms.rb

@@ -0,0 +1,34 @@
+Then(/^the s2s form attachment options should be appropriate to the opportunity$/) do
+  forms = {
+      'RR-FORMFAMILY-004-2010' =>
+          %w{RR_SF424_1_2-V1.2
+             FaithBased_SurveyOnEEO-V1.2
+             NASA_OtherProjectInformation-V1.0
+             Nasa_PIandAORSupplementalDataSheet-V1.0
+             NASA_SeniorKeyPersonSupplementalDataSheet-V1.0
+             HHS_CheckList_2_1-V2.1},
+      'RR-FORMFAMILY-009-2010' =>
+          %w{RR_KeyPersonExpanded_1_2-V1.2
+             RR_OtherProjectInfo_1_3-V1.3},
+      'CSS-120809-SF424RR-V12' =>
+          %w{RR_Budget-V1.1
+             RR_Budget10-V1.1
+             RR_SubawardBudget-V1.2
+             RR_SubawardBudget30-V1.2
+             RR_SubawardBudget10_10-V1.2
+             RR_SubawardBudget10_30-V1.2
+             RR_FedNonFedBudget-V1.1
+             RR_FedNonFedBudget10-V1.1
+             RR_FedNonFed_SubawardBudget-V1.2
+             RR_FedNonFedSubawardBudget10_10-V1.2
+             RR_FedNonFed_SubawardBudget30-V1.2
+             RR_FedNonFed_SubawardBudget10_30-V1.2},
+      'SK07132010SCR9020-2' =>
+          %w{PHS_Fellowship_Supplemental_1_2-V1.2},
+      'PA-B1-K08' =>
+          %w{PHS398_CareerDevelopmentAwardSup_1_2-V1.2}
+  }
+  on S2S do |page|
+    forms[@proposal.opportunity_id].each { |form_name| page.form_names.should include form_name }
+  end
+end

data/features/step_definitions/grants_gov/s2s_submission.rb

@@ -0,0 +1,51 @@
+Then /^the S2S tab's submission details will say the proposal is submitted$/ do
+  # Note that there's no navigation here currently because
+  # this step def comes after the submission step, which
+  # should automatically switch the user to the S2S page.
+  on S2S do |page|
+    page.expand_all
+    page.submission_details_table.should be_present
+    page.submission_status.should=='Submitted to S2S'
+  end
+end
+
+Then /^within a couple minutes the submission status will be updated$/ do
+  on S2S do |page|
+    x = 0
+    while page.submission_status=='Submitted to S2S'
+      sleep 5
+      page.refresh_submission_details
+      x += 1
+      break if x == 24
+    end
+    # We don't care what it is. Only that it's updated...
+    page.submission_status.should_not == 'Submitted to S2S'
+  end
+end
+
+When(/^I attach the PHS training and fellowship forms to the proposal$/) do
+  on S2S do |page|
+    %w{PHS_Fellowship_Supplemental_1_2-V1.2
+     PHS398_TrainingBudget-V1.0}.each { |form| page.include_form(form).set }
+  end
+end
+
+Then /^the PHS training and fellowship questionnaires should appear in the proposal$/ do
+  on(S2S).questions
+  on Questions do |page|
+    %w{'PHS398 Training Budget V1-0',
+     'PHS Fellowship Form V1-2'}.each { |title| page.form_tab(title).should be_present }
+  end
+end
+
+When /^I? ?complete their respective questionnaires$/ do
+  #on(PHS398TrainingBudgetQuestionnaire).complete_phs_training_questionnaire
+  @proposal.complete_phs_fellowship_questionnaire
+end
+
+Then /^the questionnaire titles should indicate that the questionnaires have been completed$/ do
+  on Questions do |page|
+    %w{PHS398 Training Budget V1-0
+     PHS Fellowship Form V1-2}.each { |form_tab| page.form_status(form_tab).should=='Complete'}
+  end
+end

data/features/step_definitions/institutional_proposals/create_institutional_proposal.rb

@@ -0,0 +1,3 @@
+When /^pending$/ do
+  pending
+end

data/features/step_definitions/proposal_development/budget_versions.rb

@@ -0,0 +1,102 @@
+When /^I? ?create a budget version for the proposal$/ do
+  @proposal.add_budget_version
+  @budget_version = @proposal.budget_versions[0]
+end
+
+When /^I? ?add a subaward budget to the budget version$/ do
+  @budget_version.add_subaward_budget
+end
+
+Then /^opening the Budget Version will display a warning about the date change$/ do
+  @budget_version.open_budget
+  on(Parameters).warnings.should include 'The Project Start and/or End Dates have changed from the previous version of this budget. Please update the Project Start and/or End Dates.'
+end
+
+When /^correcting the Budget Version date will remove the warning$/ do
+  @budget_version.default_periods
+  on(Parameters).warnings.size.should be 0
+end
+
+Given /^I? ?create, finalize, and mark complete a budget version for the proposal$/ do
+  @proposal.add_budget_version(status: 'Complete', final: :set)
+end
+
+When /^I? ?copy the budget version \(all periods\)$/ do
+  @copied_budget_version = @proposal.budget_versions.copy_all_periods(@budget_version.name, random_alphanums)
+end
+
+When /^I? ?enter dollar amounts for all the budget periods$/ do
+  @budget_version.budget_periods.each do |p|
+    randomized_values = {}
+    p.dollar_fields[1..-1].each { |f| randomized_values.store(f, random_dollar_value(500000)) }
+    p.edit randomized_values
+  end
+end
+
+Then /^the copied budget's values are all as expected$/ do
+  @copied_budget_version.open_budget
+  @copied_budget_version.budget_periods.each do |period|
+    on Parameters do |page|
+      page.start_date_period(period.number).value.should==period.start_date
+      page.end_date_period(period.number).value.should==period.end_date
+      page.total_sponsor_cost_period(period.number).value.should==(period.direct_cost+period.f_and_a_cost).commas
+      page.direct_cost_period(period.number).value.should==period.direct_cost.commas
+      page.fa_cost_period(period.number).value.should==period.f_and_a_cost.commas
+      page.unrecovered_fa_period(period.number).value.should==period.unrecovered_f_and_a.commas
+      page.cost_sharing_period(period.number).value.should==period.cost_sharing.commas
+      page.cost_limit_period(period.number).value.should==period.cost_limit.commas
+      page.direct_cost_limit_period(period.number).value.should==period.direct_cost_limit.commas
+    end
+  end
+end
+
+When /^I? ?delete one of the budget periods$/ do
+  @budget_version.delete_period(rand(@budget_version.budget_periods.size)+1)
+end
+
+When /^I? ?change the date range for one of the periods$/ do
+  period = @budget_version.budget_periods.sample
+  new_start_date = '03'+period.start_date[/\/\d+\/\d+$/]
+  new_end_date = '10'+period.end_date[/\/\d+\/\d+$/]
+  period.edit start_date: new_start_date, end_date: new_end_date
+  on(Confirmation).yes
+end
+
+When /^I? ?select the default periods for the budget version$/ do
+  @budget_version.default_periods
+end
+
+Then /^all budget periods get recreated, zeroed, and given default date ranges$/ do
+  default_start_dates={1=>@proposal.project_start_date}
+  default_end_dates={@years=>@proposal.project_end_date}
+  1.upto(@years-1) do |i|
+    default_start_dates.store(i+1, "01/01/#{@proposal.project_start_date[/\d+$/].to_i+i}")
+    default_end_dates.store(@years-i, "12/31/#{@proposal.project_end_date[/\d+$/].to_i-i}")
+  end
+  on(Parameters).period_count.should==@years
+  on Parameters do |page|
+    1.upto(@years) do |x|
+      page.start_date_period(x).value.should==default_start_dates[x]
+      page.end_date_period(x).value.should==default_end_dates[x]
+      page.total_sponsor_cost_period(x).value.should=='0.00'
+      page.direct_cost_period(x).value.should=='0.00'
+      page.fa_cost_period(x).value.should=='0.00'
+      page.unrecovered_fa_period(x).value.should=='0.00'
+      page.cost_sharing_period(x).value.should=='0.00'
+      page.cost_limit_period(x).value.should=='0.00'
+      page.direct_cost_limit_period(x).value.should=='0.00'
+    end
+  end
+end
+
+When /^I? ?finalize the budget version$/ do
+  @budget_version.edit final: :set
+end
+
+When /^I? ?mark the budget version complete$/ do
+  @budget_version.edit status: 'Complete'
+end
+
+Then /^I see an error that only one version can be final$/ do
+  on(BudgetVersions).errors.should include 'Only one Budget Version can be marked "Final".'
+end

data/features/step_definitions/proposal_development/create_proposal.rb

@@ -0,0 +1,157 @@
+Given /^I? ?initiate a proposal$/ do
+  @proposal = create ProposalDevelopmentObject
+end
+
+Given /^I? ?initiate a second proposal$/ do
+  @proposal2 = create ProposalDevelopmentObject
+end
+
+Given /^I? ?initiate a (\d+)-year project proposal$/ do |year_count|
+  @years=year_count.to_i
+  @proposal =create ProposalDevelopmentObject,
+                    project_start_date: "01/01/#{next_year[:year]}",
+                    project_end_date: "12/31/#{next_year[:year].to_i+(@years-1)}"
+end
+
+Given /^I? ?initiate a (\d+)-year, '(.*)' proposal$/ do |year_count, activity_type|
+  @years=year_count.to_i
+  @proposal =create ProposalDevelopmentObject,
+                    project_start_date: "01/01/#{next_year[:year]}",
+                    project_end_date: "12/31/#{next_year[:year].to_i+(@years-1)}",
+                    activity_type: activity_type
+end
+
+When /^I? ?initiate a proposal but miss a required field$/ do
+  # Pick a field at random for the test...
+  @required_field = ['Description', 'Proposal Type', 'Lead Unit', 'Activity Type',
+           'Project Title', 'Sponsor Code', 'Project Start Date', 'Project End Date'
+          ].sample
+  # Properly set the nil value depending on the field type...
+  @required_field=~/Type/ || @required_field=='Lead Unit' ? value='select' : value=''
+  # Transform the field name to the appropriate symbol...
+  field = snake_case(@required_field)
+  @proposal = create ProposalDevelopmentObject, field=>value
+end
+
+When /^I? ?initiate a proposal with an? '(.*)' sponsor type$/ do |type|
+  @proposal = create ProposalDevelopmentObject, sponsor_type_code: type
+end
+
+Given /^I? ?initiate a proposal with (\D+) as the sponsor$/ do |sponsor_name|
+  # First, we have to get the sponsor ID based on the sponsor_name string...
+  visit(Maintenance).sponsor
+  sponsor_code=''
+  on SponsorLookup do |search|
+    search.sponsor_name.set sponsor_name
+    search.search
+    sponsor_code = search.get_sponsor_code(sponsor_name)
+  end
+  # Now we can create the proposal with the proper sponsor ID...
+  @proposal = create ProposalDevelopmentObject, sponsor_code: sponsor_code
+end
+
+Given /^I initiate a proposal with a type of '(.*)'$/ do |type|
+  @proposal = create ProposalDevelopmentObject, proposal_type: type
+end
+
+When /^I? ?initiate a proposal with an invalid sponsor code$/ do
+  @proposal = create ProposalDevelopmentObject, :sponsor_code=>'000000'
+end
+
+Given /^I? ?initiate a proposal without a sponsor deadline date$/ do
+  @proposal = create ProposalDevelopmentObject, sponsor_deadline_date: ''
+end
+
+Then /^I should see an error that says a valid sponsor code is required$/ do
+  on(Proposal).errors.should include 'A valid Sponsor Code (Sponsor) must be selected.'
+end
+
+When /^I? ?submit the proposal$/ do
+  @proposal.submit
+end
+
+When /^I? ?complete the proposal$/ do
+  @proposal.add_principal_investigator
+  @proposal.set_valid_credit_splits
+  @proposal.add_custom_data
+end
+
+When /^I? ?complete the required custom fields on the proposal$/ do
+  @proposal.add_custom_data
+end
+
+When /^I? ?add (.*) as an? (.*) to the proposal permissions$/ do |username, role|
+  @proposal.permissions.send("#{snake_case(role)}s") << username
+  @proposal.permissions.assign
+end
+
+When /^I? ?save and close the proposal document$/ do
+  @proposal.close
+  on(Confirmation).yes
+end
+
+And /^I? ?submit a new development proposal into routing$/ do
+  @proposal = create ProposalDevelopmentObject
+  @proposal.add_principal_investigator
+  @proposal.set_valid_credit_splits
+  @proposal.add_custom_data
+  @proposal.submit
+end
+
+And /^I? ?add the (Grants.Gov|Research.Gov) opportunity id of (.*) to the proposal$/ do |type, op_id|
+  @proposal.edit opportunity_id: op_id
+  on(Proposal).s2s
+  on S2S do |page|
+    page.expand_all
+    page.s2s_lookup
+  end
+  on OpportunityLookup do |look|
+    look.s2s_provider.select type
+    look.search
+    look.return_value op_id
+  end
+  on(S2S).save
+end
+
+And /^I? ?add the (Grants.Gov|Research.Gov) opportunity, id: (.*), competition id: (.*)$/ do |type, op_id, comp_id|
+  @proposal.edit opportunity_id: op_id
+  on(Proposal).s2s
+  on S2S do |page|
+    page.expand_all
+    page.s2s_lookup
+  end
+  on OpportunityLookup do |look|
+    look.s2s_provider.select type
+    look.search
+    look.return_value comp_id
+  end
+  on(S2S).save
+end
+
+And /^I? ?add and mark complete all the required attachments for an NSF proposal$/ do
+  %w{Equipment Bibliography BudgetJustification ProjectSummary Narrative}.shuffle.each do |type|
+    @proposal.add_proposal_attachment type: type, file_name: 'test.pdf', status: 'Complete'
+  end
+  @proposal.add_proposal_attachment type: 'Other', file_name: 'NSF_DATA_MANAGEMENT_PLAN.pdf', status: 'Complete', description: random_alphanums
+  @proposal.key_personnel.each do |person|
+    %w{Biosketch Currentpending}.each do |type|
+      @proposal.add_personnel_attachment person: person.full_name, type: type, file_name: 'test.pdf'
+    end
+  end
+end
+
+When /^I? ?add and mark complete all the required attachments for an NIH proposal$/ do
+  %w{Equipment Bibliography BudgetJustification ProjectSummary Narrative Facilities
+     PHS_ResearchPlan_SpecificAims PHS_ResearchPlan_ResearchStrategy}
+  .shuffle.each { |type| @proposal.add_proposal_attachment type: type, file_name: 'test.pdf', status: 'Complete' }
+  @proposal.key_personnel.each { |person| @proposal.add_personnel_attachment person: person.full_name, type: 'Biosketch', file_name: 'test.pdf' }
+end
+
+Then /^I should see an error that says the field is required$/ do
+  text="#{@required_field} is a required field."
+  @required_field=='Description' ? error='Document '+text : error=text
+  on(Proposal) do |page|
+    page.error_summary.wait_until_present(5)
+    page.errors.should include error
+  end
+end