Extra institution + portfolio details

[dave-mills]

fixes #146.

This PR adds the required extra information to portfolios and organisations, as per the technical specification.

Updates

• The database + seeders / factories are updated with the new fields

• The portfolio table view now includes budget and geographic reach

• Creating / editing portfolios via the CRUD panel controller has the extra fields:

  • NOTE: I chose to only allow portfolio budgets in the institution's default currency, for simplicity. Given we do not have a clear start date for a portfolio (as with an initiative), I don't know how much sense it would be to give a single exchange rate for conversion. If this becomes an issue, I think it is a V2.0 feature.

• Editing institution details is now via a Vue component, and includes the extra relevant fields.

• Users without the "edit own institution" permission will see the fields as disabled.

The tech specs were not fully clear on whether institutions and portfolios should be linkable to continents/regions/countries. I chose to not do this, but am open to this being a requested feature if it is deemed to be vital.

This PR also adds InstitutionType as a new data model, linked to institutions.

[dave-mills]

NOTE: on merge, we should run the InstitutionTypeSeeder on the live site to setup the list of institution types.

[dan-tang-ssd]

Institution Settings Fill in optional information, click "Save" button

Um... optional information not saved...

Checked database, optioanl information not saved into database

[dan-tang-ssd]

NOTE: on merge, we should run the InstitutionTypeSeeder on the live site to setup the list of institution types.

I have executed InitiativeCategorySeeder and InstitutionTypeSeeder for initial data loading in local env.

[dan-tang-ssd]

Create a new portfolio, fill in a very big budget, save, success

Edit the newly created portfolio, change to a even bigger budget, overflow. Um... should we check budget for the maximum value?

[dan-tang-ssd]

Create a new initiative, failed to save It keeps compainting my selected Geographic reach is invalid. I have tried all three options with same result...

[dave-mills]

Create a new initiative, failed to save It keeps compainting my selected Geographic reach is invalid. I have tried all three options with same result...

Mia culpa. I realised that the enum name/value was the wrong-way round, so I swapped it over in the form, but not in the validation :)

(portfolios) ... Um... should we check budget for the maximum value?

Yes, absolutely. Can you add this?

Um... optional information not saved...

Should be fixed in the latest commit.

[dan-tang-ssd]

Performed testing with positive result:

1. New initiative can be saved
2. Settings > Optional Information can be saved

Added validation to check for maximum value of portfolio budget, i.e. 18446744073709551615.

Screen shots:

Error message showed if portfolio budget > 18446744073709551615

The maximum portfolio budget is 18446744073709551615

[dave-mills]

@dan-tang-ssd thanks :)

[dan-tang-ssd]

Checked live database, we have initiative_categories record but we do not have institution_types records. I have exported records from my local db and imported them into live db.