Bug fixes and a few maDMP features for v3.0.1

.github/workflows/mysql.yml

@@ -10,7 +10,6 @@ jobs:
       DB_ADAPTER: mysql2
       MYSQL_PWD: root
       RAILS_ENV: test
-      RAILS_MASTER_KEY: ${{ secrets.RAILS_MASTER_KEY }}
 
     steps:
     # Checkout the repo
@@ -40,7 +39,6 @@ jobs:
         cp config/database.yml.sample config/database.yml
         cp config/initializers/contact_us.rb.example config/initializers/contact_us.rb
         cp config/initializers/wicked_pdf.rb.example config/initializers/wicked_pdf.rb
-        cp config/credentials.yml.enc.workflow config/credentials.yml.enc
 
     # Try to retrieve the gems from the cache
     - name: 'Cache Gems'
@@ -57,6 +55,11 @@ jobs:
         bundle config path vendor/bundle
         bundle install --jobs 4 --retry 3 --without pgsql rollbar aws
 
+    - name: 'Setup Credentials'
+      run: |
+        # generate a default credential file and key
+        EDITOR='echo "$(cat config/credentials.yml.example)" >' bundle exec rails credentials:edit
+
     # Try to retrieve the yarn JS dependencies from the cache
     - name: 'Cache Yarn Packages'
       uses: actions/cache@v1

.github/workflows/postgres.yml

@@ -26,7 +26,6 @@ jobs:
     env:
       RAILS_ENV: test
       DATABASE_URL: postgres://postgres:@localhost:5432/roadmap_test
-      RAILS_MASTER_KEY: ${{ secrets.RAILS_MASTER_KEY }}
 
     steps:
     # Checkout the repo
@@ -57,7 +56,6 @@ jobs:
         cp config/database.yml.sample config/database.yml
         cp config/initializers/contact_us.rb.example config/initializers/contact_us.rb
         cp config/initializers/wicked_pdf.rb.example config/initializers/wicked_pdf.rb
-        cp config/credentials.yml.enc.workflow config/credentials.yml.enc
 
     # Try to retrieve the gems from the cache
     - name: 'Cache Gems'
@@ -74,6 +72,11 @@ jobs:
         bundle config path vendor/bundle
         bundle install --jobs 4 --retry 3 --without mysql rollbar aws
 
+    - name: 'Setup Credentials'
+      run: |
+        # generate a default credential file and key
+        EDITOR='echo "$(cat config/credentials.yml.example)" >' bundle exec rails credentials:edit
+
     # Try to retrieve the yarn JS dependencies from the cache
     - name: 'Cache Yarn Packages'
       uses: actions/cache@v1

README.md

@@ -6,7 +6,7 @@
 [![Actions Status](https://github.com/DMPRoadmap/roadmap/workflows/Tests%20-%20PostgreSQL/badge.svg)](https://github.com/DMPRoadmap/roadmap/actions)
 [![Actions Status](https://github.com/DMPRoadmap/roadmap/workflows/Tests%20-%20MySQL/badge.svg)](https://github.com/DMPRoadmap/roadmap/actions)
 
-DMP Roadmap is a Data Management Planning tool. Management and development of DMP Roadmap is jointly provided by the Digital Curation Centre (DCC), http://www.dcc.ac.uk/, and the University of California Curation Center (UC3), http://www.cdlib.org/services/uc3/
+DMP Roadmap is a Data Management Planning tool. Management and development of DMP Roadmap is jointly provided by the Digital Curation Centre (DCC), http://www.dcc.ac.uk/, and the University of California Curation Center (UC3), http://www.cdlib.org/services/uc3/.
 
 The tool has four main functions:
 
@@ -23,7 +23,7 @@ Roadmap is a Ruby on Rails application and you will need to have:
 * Rails = 4.2
 * MySQL >= 5.0 OR PostgreSQL
 
-Further detail on how to install Ruby on Rails applications are available from the Ruby on Rails site: http://rubyonrails.org
+Further detail on how to install Ruby on Rails applications are available from the Ruby on Rails site: http://rubyonrails.org.
 
 Further details on how to install MySQL and create your first user and database. Be sure to follow the instructions for your particular environment.
 * Install: http://dev.mysql.com/downloads/mysql/
@@ -36,10 +36,10 @@ You may also find the following resources handy:
 * Ruby on Rails Tutorial Book: http://www.railstutorial.org/
 
 #### Installation
-See the [Installation Guide](https://github.com/DMPRoadmap/roadmap/wiki/Installation) on the Wiki
+See the [Installation Guide](https://github.com/DMPRoadmap/roadmap/wiki/Installation) on the Wiki.
 
 #### Troubleshooting
-See the [Troubleshooting Guide](https://github.com/DMPRoadmap/roadmap/wiki/Troubleshooting) on the Wiki
+See the [Troubleshooting Guide](https://github.com/DMPRoadmap/roadmap/wiki/Troubleshooting) on the Wiki.
 
 #### Support
 Issues should be reported here on [Github Issues](https://github.com/DMPRoadmap/roadmap/issues)
@@ -56,7 +56,7 @@ If you would like to contribute to the project. Please follow these steps to sub
 * Then create a new Pull Request (PR) from your branch to this project's '_**development**_' branch in GitHub
 * The project team will then review your PR and communicate with you to convey any additional changes that would ensure that your work adheres to our guidelines.
 
-See the [Contribution Guide](https://github.com/DMPRoadmap/roadmap/blob/development/CONTRIBUTING.md) on the Wiki for more details
+See the [Contribution Guide](https://github.com/DMPRoadmap/roadmap/blob/development/CONTRIBUTING.md) on the Wiki for more details.
 
 #### License
 The DMP Roadmap project uses the <a href="./LICENSE.md">MIT License</a>.

app/controllers/api/v1/base_api_controller.rb

@@ -33,7 +33,7 @@ def heartbeat
 
       def render_error(errors:, status:)
         @payload = { errors: [errors] }
-        render "/api/v1/error", status: status and return
+        render "/api/v1/error", status: status
       end
 
       private

app/controllers/api/v1/plans_controller.rb

@@ -9,85 +9,74 @@ class PlansController < BaseApiController
       respond_to :json
 
       # GET /api/v1/plans/:id
-      # rubocop:disable Metrics/AbcSize
       def show
-        plans = Plan.where(id: params[:id]).limit(1)
-
-        if plans.any?
-          if client.is_a?(User)
-            # If the specified plan does not belong to the org or the owner's org
-            if plans.first.org_id != client.org_id &&
-               plans.first.owner&.org_id != client.org_id
-
-              # Kaminari pagination requires an ActiveRecord resultset :/
-              plans = Plan.where(id: nil).limit(1)
-            end
-
-          elsif client.is_a?(ApiClient) && plans.first.api_client_id != client.id &&
-                !plans.first.publicly_visible?
-            # Kaminari pagination requires an ActiveRecord resultset :/
-            plans = Plan.where(id: nil).limit(1)
-          end
-
-          if plans.present? && plans.any?
-            @items = paginate_response(results: plans)
-            render "/api/v1/plans/index", status: :ok
-          else
-            render_error(errors: [_("Plan not found")], status: :not_found)
-          end
+        plans = Api::V1::PlansPolicy::Scope.new(client, Plan).resolve
+                                           .where(id: params[:id]).limit(1)
+
+        if plans.present? && plans.any?
+          @items = paginate_response(results: plans)
+          render "/api/v1/plans/index", status: :ok
         else
           render_error(errors: [_("Plan not found")], status: :not_found)
         end
       end
-      # rubocop:enable Metrics/AbcSize
-      # rubocop:enable
 
       # POST /api/v1/plans
-      # rubocop:disable Metrics/AbcSize, Metrics/MethodLength, Metrics/BlockNesting
+      # rubocop:disable Metrics/AbcSize, Metrics/MethodLength
       def create
         dmp = @json.with_indifferent_access.fetch(:items, []).first.fetch(:dmp, {})
 
-        # If a dmp_id was passed in try to find it
-        if dmp[:dmp_id].present? && dmp[:dmp_id][:identifier].present?
-          scheme = IdentifierScheme.by_name(dmp[:dmp_id][:type]).first
-          dmp_id = Identifier.where(value: dmp[:dmp_id][:identifier],
-                                    identifier_scheme: scheme)
-        end
-
-        # Skip if this is an existing DMP
-        if dmp_id.present?
-          render_error(errors: _("Plan already exists. Send an update instead."),
-                       status: :bad_request)
+        # Do a pass through the raw JSON and check to make sure all required fields
+        # were present. If not, return the specific errors
+        errs = Api::V1::JsonValidationService.validation_errors(json: dmp)
+        render_error(errors: errs, status: :bad_request) and return if errs.any?
+
+        # Convert the JSON into a Plan and it's associations
+        plan = Api::V1::Deserialization::Plan.deserialize(json: dmp)
+        if plan.present?
+          save_err = _("Unable to create your DMP")
+          exists_err = _("Plan already exists. Send an update instead.")
+          no_org_err = _("Could not determine ownership of the DMP. Please add an
+                          :affiliation to the :contact")
+
+          # Try to determine the Plan's owner
+          owner = determine_owner(client: client, plan: plan)
+          plan.org = owner.org if owner.present? && plan.org.blank?
+          render_error(errors: no_org_err, status: :bad_request) and return unless plan.org.present?
+
+          # Validate the plan and it's associations and return errors with context
+          # e.g. 'Contact affiliation name can't be blank' instead of 'name can't be blank'
+          errs = Api::V1::ContextualErrorService.process_plan_errors(plan: plan)
+
+          # The resulting plan (our its associations were invalid)
+          render_error(errors: errs, status: :bad_request) and return if errs.any?
+          # Skip if this is an existing DMP
+          render_error(errors: exists_err, status: :bad_request) and return unless plan.new_record?
+
+          # If we cannot save for some reason then return an error
+          plan = Api::V1::PersistenceService.safe_save(plan: plan)
+          # rubocop:disable Layout/LineLength
+          render_error(errors: save_err, status: :internal_server_error) and return if plan.new_record?
+
+          # rubocop:enable Layout/LineLength
+
+          # If the plan was generated by an ApiClient then associate them
+          plan.update(api_client_id: client.id) if client.is_a?(ApiClient)
+
+          # Invite the Owner if they are a Contributor then attach the Owner to the Plan
+          owner = invite_contributor(contributor: owner) if owner.is_a?(Contributor)
+          plan.add_user!(owner.id, :creator)
+
+          # Kaminari Pagination requires an ActiveRecord result set :/
+          @items = paginate_response(results: Plan.where(id: plan.id))
+          render "/api/v1/plans/index", status: :created
         else
-          # Time prior to JSON parser service call which will create the plan so
-          # we can stop the creation of duplicate plans below
-          now = (Time.now - 1.minute)
-          plan = Api::V1::Deserialization::Plan.deserialize!(json: dmp)
-
-          if plan.present?
-            if plan.created_at.utc < now.utc
-              render_error(errors: _("Plan already exists. Send an update instead."),
-                           status: :bad_request)
-
-            else
-              # If the plan was generated by an ApiClient then associate them
-              plan.update(api_client_id: client.id) if client.is_a?(ApiClient)
-
-              assign_roles(plan: plan)
-
-              # Kaminari Pagination requires an ActiveRecord result set :/
-              @items = paginate_response(results: Plan.where(id: plan.id))
-              render "/api/v1/plans/index", status: :created
-            end
-          else
-            render_error(errors: [_("Invalid JSON")], status: :bad_request)
-          end
+          render_error(errors: [_("Invalid JSON!")], status: :bad_request)
         end
       rescue JSON::ParserError
         render_error(errors: [_("Invalid JSON")], status: :bad_request)
       end
-      # rubocop:enable Metrics/AbcSize, Metrics/MethodLength, Metrics/BlockNesting
-      # rubocop:enable
+      # rubocop:enable Metrics/AbcSize, Metrics/MethodLength
 
       # GET /api/v1/plans
       def index
@@ -111,33 +100,42 @@ def dmp_params
         params.require(:dmp).permit(plan_permitted_params).to_h
       end
 
-      def assign_roles(plan:)
-        # Attach all of the authors and then invite them if necessary
-        owner = nil
-        plan.contributors.data_curation.each do |contributor|
-          user = contributor_to_user(contributor: contributor)
-          next unless user.present?
-
-          # Attach the role
-          role = Role.new(user: user, plan: plan)
-          role.creator = true if contributor.data_curation?
-          # We only want one owner/creator so jusst use the 1st contributor
-          # which should be the contact in the JSON input
-          owner = contributor if contributor.data_curation?
-          role.administrator = true if contributor.data_curation? &&
-                                       !contributor.present?
-          role.save
-        end
+      def plan_exists?(json:)
+        return false unless json.present? &&
+                            json[:dmp_id].present? &&
+                            json[:dmp_id][:identifier].present?
+
+        scheme = IdentifierScheme.by_name(json[:dmp_id][:type]).first
+        Identifier.where(value: json[:dmp_id][:identifier], identifier_scheme: scheme).any?
+      end
+
+      # Get the Plan's owner
+      def determine_owner(client:, plan:)
+        contact = plan.contributors.select(&:data_curation?).first
+        # Use the contact if it was sent in and has an affiliation defined
+        return contact if contact.present? && contact.org.present?
+
+        # If the contact has no affiliation defined, see if they are already a User
+        user = lookup_user(contributor: contact)
+        return user if user.present?
+
+        # Otherwise just return the client
+        client
       end
 
-      # rubocop:disable Metrics/AbcSize
-      def contributor_to_user(contributor:)
+      def lookup_user(contributor:)
+        return nil unless contributor.present?
+
         identifiers = contributor.identifiers.map do |id|
           { name: id.identifier_scheme&.name, value: id.value }
         end
         user = User.from_identifiers(array: identifiers) if identifiers.any?
         user = User.find_by(email: contributor.email) unless user.present?
-        return user if user.present?
+        user
+      end
+
+      def invite_contributor(contributor:)
+        return nil unless contributor.present?
 
         # If the user was not found, invite them and attach any know identifiers
         names = contributor.name&.split || [""]
@@ -155,7 +153,6 @@ def contributor_to_user(contributor:)
         end
         user
       end
-      # rubocop:enable Metrics/AbcSize
 
     end
 

app/controllers/contacts_controller.rb

@@ -5,7 +5,7 @@ class ContactUs::ContactsController < ApplicationController
   def create
     @contact = ContactUs::Contact.new(params[:contact_us_contact])
 
-    unless user_signed_in?
+    if !user_signed_in? && Rails.configuration.x.recaptcha.enabled
       unless verify_recaptcha(model: @contact) && @contact.save
         flash[:alert] = _("Captcha verification failed, please retry.")
         render_new_page and return

app/controllers/orgs_controller.rb

@@ -33,10 +33,7 @@ def admin_update
     authorize @org
     @org.logo = attrs[:logo] if attrs[:logo]
     tab = (attrs[:feedback_enabled].present? ? "feedback" : "profile")
-    if attrs[:org_links].present?
-      @org.links = ActiveSupport::JSON.decode(attrs[:org_links])
-      attrs.delete(:org_links)
-    end
+    @org.links = ActiveSupport::JSON.decode(params[:org_links]) if params[:org_links].present?
 
     # Only allow super admins to change the org types and shib info
     if current_user.can_super_admin?
@@ -105,6 +102,7 @@ def shibboleth_ds
     # Display the custom Shibboleth discovery service page.
     @orgs = Identifier.by_scheme_name("shibboleth", "Org")
                       .sort { |a, b| a.identifiable.name <=> b.identifiable.name }
+                      .map(&:identifiable)
 
     # Disabling the rubocop check here because it would not be clear what happens
     # if the ``@orgs` array has items ... it renders the shibboleth_ds view
@@ -120,10 +118,10 @@ def shibboleth_ds
   # POST /orgs/shibboleth_ds
   # rubocop:disable Metrics/AbcSize
   def shibboleth_ds_passthru
-    if !shib_params["shib-ds"][:org_name].blank?
-      session["org_id"] = shib_params["shib-ds"][:org_name]
+    if !shib_params[:org_id].blank?
+      session["org_id"] = shib_params[:org_id]
 
-      org = Org.where(id: shib_params["shib-ds"][:org_id])
+      org = Org.where(id: shib_params[:org_id])
       shib_entity = Identifier.by_scheme_name("shibboleth", "Org")
                               .where(identifiable: org)
 
@@ -211,14 +209,15 @@ def search
   def org_params
     params.require(:org)
           .permit(:name, :abbreviation, :logo, :contact_email, :contact_name,
-                  :remove_logo, :org_type, :managed, :feedback_enabled, :org_links,
+                  :remove_logo, :managed, :feedback_enabled, :org_links,
+                  :funder, :institution, :organisation,
                   :feedback_email_msg, :org_id, :org_name, :org_crosswalk,
                   identifiers_attributes: %i[identifier_scheme_id value],
-                  tracker_attributes: %i[code])
+                  tracker_attributes: %i[code id])
   end
 
   def shib_params
-    params.permit("shib-ds": %i[org_id org_name])
+    params.permit("org_id")
   end
 
   def search_params

app/controllers/plan_exports_controller.rb

@@ -45,6 +45,7 @@ def show
       format.text { show_text }
       format.docx { show_docx }
       format.pdf  { show_pdf }
+      format.json { show_json }
     end
   end
   # rubocop:enable Metrics/AbcSize, Metrics/MethodLength
@@ -91,6 +92,11 @@ def show_pdf
            }
   end
 
+  def show_json
+    json = render_to_string(partial: "/api/v1/plans/show", locals: { plan: @plan })
+    render json: "{\"dmp\":#{json}}"
+  end
+
   def file_name
     # Sanitize bad characters and replace spaces with underscores
     ret = @plan.title