Ensure theses are not publishable if their degree period has no acces…

…sion number

Why these changes are being introduced:

Because we want the accession number to be used in the preservation
workflow, we do not want a thesis without an accession number to
be published.

Relevant ticket(s):

https://mitlibraries.atlassian.net/browse/ETD-596

How this addresses that need:

This adds an `accession_number` convenience method to the Thesis model
that can look up an accession based on a thesis' degree period. This
method is included in the publication checks.

The thesis processing form now shows whether it can find an accession
number. If no accession number exists, the form will render a hint that
prompts the user to create an accession number for the given degree
period.

Side effects of this change:

* A future state of this application is for the Thesis model to belong
to the Degree Period model. For now, there is no direct assocation,
so we are using ActiveRecord lookups based on the thesis' graduation
year and graduation month.
* Some fixtures have been added to allow tests related to publication
status to pass. (Certain thesis fixtures had no degree periods or
accession numbers, they could not be put into publication review.)
* The `new` action on the Archivematica Accessions dashboard has been
overwritten to prefill the degree period ID from params.

app/controllers/admin/archivematica_accessions_controller.rb

@@ -8,6 +8,13 @@ class ArchivematicaAccessionsController < Admin::ApplicationController
     #   send_foo_updated_email(requested_resource)
     # end
 
+    def new
+      resource = ArchivematicaAccession.new(degree_period_id: params[:degree_period_id])
+      render locals: {
+        page: Administrate::Page::Form.new(dashboard, resource)
+      }
+    end
+
     # Override this method to specify custom lookup behavior.
     # This will be used to set the resource for the `show`, `edit`, and `update`
     # actions.

app/models/thesis.rb

@@ -146,6 +146,19 @@ class Thesis < ApplicationRecord
 
   enum proquest_exported: ['Not exported', 'Full harvest', 'Partial harvest']
 
+  # Looks up the thesis' accession number based on its degree period.
+  def accession_number
+    degree_period = look_up_degree_period
+    return if degree_period.nil?
+    return if degree_period.archivematica_accession.nil?
+
+    degree_period.archivematica_accession.accession_number
+  end
+
+  def look_up_degree_period
+    DegreePeriod.find_by(grad_year: graduation_year, grad_month: graduation_month)
+  end
+
   # Returns a true/false value (rendered as "yes" or "no") if there are any
   # holds with a status of either 'active' or 'expired'. A false/"No" is
   # only returned if all holds are 'released'.
@@ -189,7 +202,8 @@ def evaluate_status
       no_active_holds?,
       authors_graduated?,
       departments_have_dspace_name?,
-      degrees_have_types?
+      degrees_have_types?,
+      accession_number.present?
     ].all?
   end
 

app/views/thesis/process_theses.html.erb

@@ -47,6 +47,14 @@
                                         hint_html: { style: 'display: block' },
                                         hint: link_to('See details in admin interface', admin_thesis_path(f.object), target: :_blank) %>
           </li>
+          <li>
+            <%= f.input :accession_number?, as: :string,
+                                        readonly: true,
+                                        label_html: { style: 'width: 50%' },
+                                        input_html: { class: 'disabled', style: 'width: 40%', value: f.object.accession_number.present?? 'Yes' : 'No' },
+                                        hint_html: { style: 'display: block' },
+                                        hint: (link_to('Create new accession number', new_admin_archivematica_accession_path(degree_period_id: f.object.look_up_degree_period), target: :_blank) if f.object.accession_number.nil?) %>
+          </li>
           <li>
             <fieldset>
               <legend>Issues found</legend>

test/fixtures/archivematica_accessions.yml

@@ -16,3 +16,15 @@
 valid_number_and_degree_period:
   accession_number: '2023_001'
   degree_period: june_2023
+
+september_2017_001:
+  accession_number: '2017_001'
+  degree_period: september_2017
+
+june_2018_001:
+  accession_number: '2018_001'
+  degree_period: june_2018
+
+june_2021_001:
+  accession_number: '2021_001'
+  degree_period: june_2021

test/fixtures/degree_periods.yml

@@ -16,3 +16,15 @@ june_2023:
 no_archivematica_accessions:
   grad_month: 'May'
   grad_year: '2024'
+
+september_2017:
+  grad_month: 'September'
+  grad_year: '2017'
+
+june_2018:
+  grad_month: 'June'
+  grad_year: '2018'
+
+june_2021:
+  grad_month: 'June'
+  grad_year: '2021'

test/integration/admin/admin_archivematica_accession_test.rb

@@ -115,4 +115,18 @@ def teardown
     delete admin_archivematica_accession_path(archivematica_accession)
     assert_not ArchivematicaAccession.exists?(archivematica_accession_id)
   end
+
+  test 'new form can be prefilled with degree period' do
+    mock_auth users(:thesis_admin)
+    get new_admin_archivematica_accession_path, params: { degree_period_id: degree_periods(:june_2023).id }
+    assert_select 'select#archivematica_accession_degree_period_id', count: 1
+    assert_select 'option', text: 'June 2023', count: 1
+  end
+
+  test 'new form can be loaded with no prefilled degree period' do
+    mock_auth users(:thesis_admin)
+    get new_admin_archivematica_accession_path
+    assert_select 'select#archivematica_accession_degree_period_id', count: 1
+    assert_select 'option', text: '', count: 1
+  end
 end

test/models/thesis_test.rb

@@ -610,6 +610,7 @@ def attach_file_with_purpose_to(thesis, purpose = 'thesis_pdf')
     assert_equal true, thesis.no_active_holds?
     assert_equal true, thesis.departments_have_dspace_name?
     assert_equal true, thesis.degrees_have_types?
+    assert_equal true, thesis.accession_number.present?
     assert_equal 'Publication review', thesis.publication_status
     # Attempting to set a different status will be overwritten by the update_status method
     thesis.publication_status = 'Not ready for publication'
@@ -1442,4 +1443,80 @@ def attach_file_with_purpose_to(thesis, purpose = 'thesis_pdf')
     assert_not_includes Thesis.ready_for_proquest_export, wrong_term_full_export_thesis
     assert_not_includes Thesis.ready_for_proquest_export, no_export_thesis
   end
+
+  test 'can look up accession number' do
+    t = theses(:one)
+
+    # a thesis needs a grad date to have an accession number
+    assert_not t.grad_date.nil?
+    assert_not t.accession_number.nil?
+  end
+
+  test 'accession number matches expectations' do
+    t = theses(:one)
+    assert t.accession_number.starts_with? t.graduation_year
+  end
+
+  test 'can look up degree period' do
+    thesis = theses(:one)
+
+    # Ensure the thesis has a degree period
+    assert_not_nil DegreePeriod.find_by(grad_year: thesis.graduation_year, grad_month: thesis.graduation_month)
+
+    # Ensure that degree period lookup returns the appropriate record
+    degree_period = thesis.look_up_degree_period
+    assert_equal thesis.graduation_year, degree_period.grad_year
+    assert_equal thesis.graduation_month, degree_period.grad_month
+  end
+
+  test 'returns nil on degree period lookup if no degree period exists' do
+    thesis = theses(:one)
+
+    # Ensure the thesis has no degree period
+    thesis.graduation_year = '3000'
+    thesis.save
+    assert_nil DegreePeriod.find_by(grad_year: thesis.graduation_year, grad_month: thesis.graduation_month)
+
+    # Ensure that degree period lookup also returns nil
+    assert_nil thesis.look_up_degree_period
+  end
+
+  test 'bachelor theses cannot be put into publication review without accession number' do
+    t = theses(:bachelor)
+    t.save
+    t.reload
+    assert_equal 'Publication review', t.publication_status
+
+    t.graduation_year = '3000'
+    t.save
+    t.reload
+    assert_nil t.accession_number
+    assert_not_equal 'Publication review', t.publication_status
+  end
+
+  test 'master theses cannot be put into publication review without an accession number' do
+    t = theses(:master)
+    t.save
+    t.reload
+    assert_equal 'Publication review', t.publication_status
+
+    t.graduation_year = '3000'
+    t.save
+    t.reload
+    assert_nil t.accession_number
+    assert_not_equal 'Publication review', t.publication_status
+  end
+
+  test 'doctoral theses cannot be put into publication review without an accession number' do
+    t = theses(:doctor)
+    t.save
+    t.reload
+    assert_equal 'Publication review', t.publication_status
+
+    t.graduation_year = '3000'
+    t.save
+    t.reload
+    assert_nil t.accession_number
+    assert_not_equal 'Publication review', t.publication_status
+  end
 end