Be able to record that a meeting took place in pre-app

app/components/task_list_items/assessment/meeting_component.rb

@@ -0,0 +1,35 @@
+# frozen_string_literal: true
+
+module TaskListItems
+  module Assessment
+    class MeetingComponent < TaskListItems::BaseComponent
+      def initialize(planning_application:)
+        @planning_application = planning_application
+      end
+
+      private
+
+      attr_reader :planning_application
+
+      delegate :meeting, to: :planning_application
+
+      def link_text
+        "Meeting"
+      end
+
+      def link_path
+        if @planning_application.meetings.any?
+          planning_application_assessment_meetings_path(@planning_application)
+        else
+          new_planning_application_assessment_meeting_path(@planning_application)
+        end
+      end
+
+      def status_tag_component
+        StatusTags::BaseComponent.new(
+          status: @planning_application.meetings.any? ? @planning_application.meetings.last.status : "not_started"
+        )
+      end
+    end
+  end
+end

app/controllers/planning_applications/assessment/meetings_controller.rb

@@ -0,0 +1,53 @@
+# frozen_string_literal: true
+
+module PlanningApplications
+  module Assessment
+    class MeetingsController < AuthenticationController
+      before_action :set_planning_application
+      before_action :build_meeting, only: %i[new create index]
+
+      def index
+        @meetings = @planning_application.meetings.by_occurred_at_desc.includes(:created_by)
+        respond_to do |format|
+          format.html
+        end
+      end
+
+      def show
+        respond_to do |format|
+          format.html
+        end
+      end
+
+      def new
+        respond_to do |format|
+          format.html
+        end
+      end
+
+      def create
+        respond_to do |format|
+          if @meeting.update(meeting_params)
+            format.html do
+              redirect_to planning_application_assessment_tasks_path(@planning_application), notice: t(".success")
+            end
+          else
+            format.html { render :new }
+          end
+        end
+      end
+
+      private
+
+      def meeting_params
+        params.require(:meeting)
+          .permit(:occurred_at, :comment)
+          .merge(created_by: current_user, status: "complete")
+      end
+
+      def build_meeting
+        @meeting = @planning_application.meetings.new
+      end
+    end
+  end
+end

app/models/meeting.rb

@@ -0,0 +1,24 @@
+# frozen_string_literal: true
+
+class Meeting < ApplicationRecord
+  include DateValidateable
+
+  belongs_to :created_by, class_name: "User"
+
+  belongs_to :planning_application
+
+  validates :status, presence: true
+
+  validates :occurred_at,
+    presence: true,
+    date: {
+      on_or_before: :current
+    }
+
+  enum :status, %i[
+    not_started
+    complete
+  ].index_with(&:to_s)
+
+  scope :by_occurred_at_desc, -> { order(occurred_at: :desc) }
+end

app/models/planning_application.rb

@@ -52,6 +52,7 @@ class WithdrawOrCancelError < RuntimeError; end
     has_many :planning_application_constraints_queries
     has_many :constraints, through: :planning_application_constraints, source: :constraint
     has_many :site_histories
+    has_many :meetings, -> { by_occurred_at_desc }
     has_many :site_notices
     has_many :site_visits, -> { by_created_at_desc }
     has_many :policy_classes, -> { order(:section) }

app/views/planning_applications/assessment/meetings/_form.html.erb

@@ -0,0 +1,18 @@
+<%= form_with(
+      model: @meeting,
+      class: "govuk-!-margin-top-5",
+      url: planning_application_assessment_meetings_path(@planning_application, @meeting),
+      method: :post
+    ) do |form| %>
+
+    <%= form.govuk_date_field(:occurred_at, rows: 6, legend: {text: "Meeting date"}) %>
+
+    <%= form.govuk_text_area(:comment, rows: 6, label: {text: "Add notes (optional)"}) %>
+
+    <div class="govuk-button-group govuk-!-padding-top-7">
+      <%= form.submit "Save and mark as complete", class: "govuk-button govuk-button--primary" %>
+
+      <%= back_link %>
+    </div>
+  </div>
+<% end %>

app/views/planning_applications/assessment/meetings/_overview.html.erb

@@ -0,0 +1,13 @@
+<tbody class="govuk-table__body">
+  <tr class="govuk-table__row">
+    <th scope="row" class="govuk-table__header">
+      <%= meeting.occurred_at&.to_date&.to_fs %>
+    </th>
+    <td class="govuk-table__cell">
+      <%= meeting.created_by.name %>
+    </td>
+    <td class="govuk-table__cell">
+      <%= meeting.comment %>
+    </td>
+  </tr>
+</tbody>

app/views/planning_applications/assessment/meetings/index.html.erb

@@ -0,0 +1,41 @@
+<% content_for :page_title do %>
+  Meetings - <%= t("page_title") %>
+<% end %>
+
+<%= render(
+      partial: "shared/proposal_header",
+      locals: {heading: "View meetings"}
+    ) %>
+
+<div class=govuk-width-container>
+  <% if @meetings.any? %>
+    <table class="govuk-table">
+      <caption class="govuk-table__caption govuk-table__caption--m">Meeting history</caption>
+      <thead class="govuk-table__head">
+        <tr class="govuk-table__row">
+          <th scope="col" class="govuk-table__header">Meeting date</th>
+          <th scope="col" class="govuk-table__header">Case officer</th>
+          <th scope="col" class="govuk-table__header">Notes (optional)</th>
+        </tr>
+      </thead>
+      <% @meetings.each do |meeting| %>
+        <% if meeting.persisted? %>
+          <%= render "overview", meeting: meeting %>
+        <% end %>
+      <% end %>
+    </table>
+  <% end %>
+
+  <details class="govuk-details govuk-!-padding-top-5" data-module="govuk-details">
+    <summary class="govuk-details__summary">
+      <span class="govuk-details__summary-text">
+        Add a new meeting
+      </span>
+    </summary>
+    <%= render "form" %>
+    </details>
+
+  <div class="govuk-button-group govuk-!-padding-top-7">
+    <%= back_link %>
+  </div>
+</div>

app/views/planning_applications/assessment/meetings/new.html.erb

@@ -0,0 +1,23 @@
+<% content_for :page_title do %>
+  Meeting - <%= t("page_title") %>
+<% end %>
+
+<%= render(
+      partial: "shared/assessment_task_breadcrumbs",
+      locals: {planning_application: @planning_application}
+    ) %>
+<% content_for :title, "Meeting" %>
+
+<%= render(
+      partial: "shared/proposal_header",
+      locals: {heading: "Add a meeting"}
+    ) %>
+<div class="govuk-warning-text">
+  <span class="govuk-warning-text__icon" aria-hidden="true">!</span>
+  <strong class="govuk-warning-text__text">
+    <span class="govuk-visually-hidden">Warning</span>
+    This is NOT public.
+  </strong>
+</div>
+
+<%= render "form" %>

app/views/planning_applications/assessment/tasks/_additional_services.html.erb

@@ -8,5 +8,13 @@
             )
           ) %>
     <% end %>
+
+     <% if @planning_application.additional_services.find_by(name: "meeting") %>
+      <%= render(
+            TaskListItems::Assessment::MeetingComponent.new(
+              planning_application: @planning_application
+            )
+          ) %>
+    <% end %>
   </ul>
 </li>

config/locales/en.yml

@@ -304,6 +304,13 @@ en:
               invalid: Enter a valid url for the legislation
             title:
               blank: Enter a title for the legislation
+        meeting:
+          attributes:
+            occurred_at:
+              date_blank: Provide the date when the meeting took place
+              date_invalid: The date the meeting took place must be a valid date
+              date_not_on_or_after: The date the meeting took place must be on or after the consultation start date
+              date_not_on_or_before: The date the meeting took place must be on or before today
         new_policy_class:
           attributes:
             name:
@@ -1292,6 +1299,9 @@ en:
             success: Informative was successfully saved
         update:
           success: Informatives were successfully saved
+      meetings:
+        create:
+          success: Meeting record was successfully added.
       ownership_certificates:
         update:
           success: Ownership certificate was checked
@@ -2244,6 +2254,8 @@ en:
       email_consultees: Send emails to consultees
     fee_component:
       check_fee: Check fee
+    meeting_component:
+      meeting: Meeting
     neighbour_responses_component:
       neighbour_responses: View neighbour responses
     other_change_request_component:

config/routes.rb

@@ -156,6 +156,8 @@
 
           resources :site_visits, except: %i[destroy]
 
+          resources :meetings, except: %i[edit update destroy]
+
           resources :heads_of_terms, only: %i[index new] do
             get :edit, on: :collection
             get :edit

db/migrate/20250128164930_create_meetings.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+class CreateMeetings < ActiveRecord::Migration[7.2]
+  def change
+    create_table :meetings do |t|
+      t.references :created_by, null: false, foreign_key: {to_table: :users}, type: :bigint
+      t.references :planning_application, foreign_key: true
+      t.string :status, default: "not_started", null: false
+      t.text :comment
+      t.datetime :occurred_at, null: false
+
+      t.timestamps
+    end
+  end
+end

db/schema.rb

@@ -586,6 +586,18 @@
     t.index ["local_policy_id"], name: "ix_local_policy_areas_on_local_policy_id"
   end
 
+  create_table "meetings", force: :cascade do |t|
+    t.bigint "created_by_id", null: false
+    t.bigint "planning_application_id"
+    t.string "status", default: "not_started", null: false
+    t.text "comment"
+    t.datetime "occurred_at", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["created_by_id"], name: "ix_meetings_on_created_by_id"
+    t.index ["planning_application_id"], name: "ix_meetings_on_planning_application_id"
+  end
+
   create_table "neighbour_letter_batches", force: :cascade do |t|
     t.bigint "consultation_id"
     t.string "text"
@@ -1146,6 +1158,8 @@
   add_foreign_key "local_authority_policy_references", "local_authorities"
   add_foreign_key "local_policies", "planning_applications"
   add_foreign_key "local_policy_areas", "local_policies"
+  add_foreign_key "meetings", "planning_applications"
+  add_foreign_key "meetings", "users", column: "created_by_id"
   add_foreign_key "neighbour_letter_batches", "consultations"
   add_foreign_key "neighbour_letters", "neighbour_letter_batches", column: "batch_id"
   add_foreign_key "neighbour_letters", "neighbours"

spec/factories/additional_services.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+FactoryBot.define do
+  factory :additional_service do
+    planning_application
+
+    trait :with_meeting do
+      name { "meeting" }
+    end
+  end
+end

spec/factories/meeting.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+FactoryBot.define do
+  factory :meeting do
+    association :created_by, factory: :user
+    planning_application
+
+    comment { "A comment about the meeting" }
+    occurred_at { 1.day.ago }
+  end
+end

spec/models/meeting_spec.rb

@@ -0,0 +1,45 @@
+# frozen_string_literal: true
+
+require "rails_helper"
+
+RSpec.describe Meeting do
+  describe "validations" do
+    subject(:meeting) { described_class.new }
+
+    describe "#planning_application" do
+      it "validates presence" do
+        expect { meeting.valid? }.to change { meeting.errors[:planning_application] }.to ["must exist"]
+      end
+    end
+
+    describe "#created_by" do
+      it "validates presence" do
+        expect { meeting.valid? }.to change { meeting.errors[:created_by] }.to ["must exist"]
+      end
+    end
+
+    describe "#occurred_at" do
+      let!(:planning_application) { create(:planning_application, :pre_application) }
+
+      it "validates presence" do
+        meeting = described_class.build
+
+        expect { meeting.save }.to change { meeting.errors[:occurred_at] }.to ["Provide the date when the meeting took place"]
+      end
+    end
+
+    describe "scopes" do
+      describe ".by_occurred_at_desc" do
+        let!(:default_local_authority) { create(:local_authority, :default) }
+        let!(:planning_application) { create(:planning_application, :pre_application, local_authority: default_local_authority) }
+        let!(:meetings1) { create(:meeting, occurred_at: 1.day.ago, planning_application: planning_application) }
+        let!(:meetings2) { create(:meeting, occurred_at: Time.zone.now, planning_application: planning_application) }
+        let!(:meetings3) { create(:meeting, occurred_at: 2.days.ago, planning_application: planning_application) }
+
+        it "returns meetings sorted by occurred at desc (i.e. most recent first)" do
+          expect(described_class.by_occurred_at_desc).to eq([meetings2, meetings1, meetings3])
+        end
+      end
+    end
+  end
+end