Add author updated feature to submission (#4380)

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Fixes #4192 

Staff can update the submission's author. Flow is similar to the Lead
update but the button is a bit hidden in more actions.

## Test Steps
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Give a brief overview of the steps required for a user/dev to test this
contribution. Important things to include:
 - Required user roles for where necessary (ie. "As a Staff Admin...")
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- Language that can be understood by non-technical testers if being
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- [ ] Staff should find an option to 'Change Author' on the submission
detail page in sidebar(More action).
- [ ] Staff can select any applicant and assign them as an author of
that submission.
 - [ ] New applicant should be notified about new assignment.
- [ ] A slack notification should be there, like which user has replaced
{old applicant} from {new_applicant}.
- [ ] The new applicant's name should be updated in all the places on
submission.
- [ ] A new activity item should be created in the activity feed
indicating the author update

---------

Co-authored-by: Wes Appler <wes@opentech.fund>

Author: sandeepsajan0

hypha/apply/activity/adapters/activity_feed.py

@@ -75,6 +75,7 @@ class ActivityAdapter(AdapterBase):
         MESSAGES.UNARCHIVE_SUBMISSION: _("un-archived this submission"),
         MESSAGES.DELETE_INVOICE: _("deleted an invoice"),
         MESSAGES.REMOVE_TASK: "handle_task_removal",
+        MESSAGES.UPDATE_AUTHOR: _("updated author from {old_author} to {source.user}"),
     }
 
     def recipients(self, message_type, **kwargs):
@@ -100,6 +101,7 @@ def extra_kwargs(self, message_type, source, sources, **kwargs):
             MESSAGES.UNARCHIVE_SUBMISSION,
             MESSAGES.BATCH_ARCHIVE_SUBMISSION,
             MESSAGES.REMOVE_TASK,
+            MESSAGES.UPDATE_AUTHOR,
         ]:
             return {"visibility": TEAM}
 

hypha/apply/activity/adapters/base.py

@@ -39,6 +39,7 @@
     MESSAGES.REVIEW_REMINDER: "reminder",
     MESSAGES.BATCH_UPDATE_INVOICE_STATUS: "invoices",
     MESSAGES.REMOVE_TASK: "task",
+    MESSAGES.UPDATE_AUTHOR: "old_author",
 }
 
 

hypha/apply/activity/adapters/emails.py

@@ -81,6 +81,7 @@ class EmailAdapter(AdapterBase):
         MESSAGES.REPORT_NOTIFY: "messages/email/report_notify.html",
         MESSAGES.REVIEW_REMINDER: "messages/email/ready_to_review.html",
         MESSAGES.PROJECT_TRANSITION: "handle_project_transition",
+        MESSAGES.UPDATE_AUTHOR: "messages/email/author_updated.html",
     }
 
     def get_subject(self, message_type, source):

hypha/apply/activity/adapters/slack.py

@@ -138,6 +138,9 @@ class SlackAdapter(AdapterBase):
         MESSAGES.UNARCHIVE_SUBMISSION: _(
             "{user} has unarchived the submission: {source.title_text_display}"
         ),
+        MESSAGES.UPDATE_AUTHOR: _(
+            "{user} has updated author from {old_author} to {source.user} for submission <{link}|{source}>"
+        ),
     }
 
     def __init__(self):

hypha/apply/activity/migrations/0093_alter_event_type.py

@@ -0,0 +1,84 @@
+# Generated by Django 5.2.14 on 2026-05-18 17:16
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("activity", "0092_alter_activity_user_alter_event_by_alter_event_type"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="event",
+            name="type",
+            field=models.CharField(
+                choices=[
+                    ("UPDATE_LEAD", "updated lead"),
+                    ("BATCH_UPDATE_LEAD", "batch updated lead"),
+                    ("EDIT_SUBMISSION", "edited submission"),
+                    ("APPLICANT_EDIT", "edited applicant"),
+                    ("NEW_SUBMISSION", "submitted new submission"),
+                    ("DRAFT_SUBMISSION", "submitted new draft submission"),
+                    ("SCREENING", "screened"),
+                    ("TRANSITION", "transitioned"),
+                    ("BATCH_TRANSITION", "batch transitioned"),
+                    ("DETERMINATION_OUTCOME", "sent determination outcome"),
+                    ("BATCH_DETERMINATION_OUTCOME", "sent batch determination outcome"),
+                    ("INVITED_TO_PROPOSAL", "invited to proposal"),
+                    ("REVIEWERS_UPDATED", "updated reviewers"),
+                    ("BATCH_REVIEWERS_UPDATED", "batch updated reviewers"),
+                    ("READY_FOR_REVIEW", "marked ready for review"),
+                    ("BATCH_READY_FOR_REVIEW", "marked batch ready for review"),
+                    ("NEW_REVIEW", "added new review"),
+                    ("COMMENT", "added comment"),
+                    ("PROPOSAL_SUBMITTED", "submitted proposal"),
+                    ("OPENED_SEALED", "opened sealed submission"),
+                    ("REVIEW_OPINION", "reviewed opinion"),
+                    ("DELETE_SUBMISSION", "deleted submission"),
+                    ("ANONYMIZE_SUBMISSION", "anonymized submission"),
+                    ("DELETE_REVIEW", "deleted review"),
+                    ("DELETE_REVIEW_OPINION", "deleted review opinion"),
+                    ("CREATED_PROJECT", "created project"),
+                    ("UPDATE_PROJECT_LEAD", "updated project lead"),
+                    ("UPDATE_PROJECT_TITLE", "updated project title"),
+                    ("EDIT_REVIEW", "edited review"),
+                    ("SEND_FOR_APPROVAL", "sent for approval"),
+                    ("APPROVE_PROJECT", "approved project"),
+                    ("ASSIGN_PAF_APPROVER", "assign project form approver"),
+                    ("APPROVE_PAF", "approved project form"),
+                    ("PROJECT_TRANSITION", "transitioned project"),
+                    ("REQUEST_PROJECT_CHANGE", "requested project change"),
+                    ("SUBMIT_CONTRACT_DOCUMENTS", "submitted contract documents"),
+                    ("UPLOAD_DOCUMENT", "uploaded document to project"),
+                    ("UPLOAD_CONTRACT", "uploaded contract to project"),
+                    ("APPROVE_CONTRACT", "approved contract"),
+                    ("CREATE_INVOICE", "created invoice for project"),
+                    ("UPDATE_INVOICE_STATUS", "updated invoice status"),
+                    ("APPROVE_INVOICE", "approve invoice"),
+                    ("DELETE_INVOICE", "deleted invoice"),
+                    ("SENT_TO_COMPLIANCE", "sent project to compliance"),
+                    ("UPDATE_INVOICE", "updated invoice"),
+                    ("SUBMIT_REPORT", "submitted report"),
+                    ("SKIPPED_REPORT", "skipped report"),
+                    ("REPORT_FREQUENCY_CHANGED", "changed report frequency"),
+                    ("DISABLED_REPORTING", "disabled reporting"),
+                    ("REPORT_NOTIFY", "notified report"),
+                    ("REVIEW_REMINDER", "reminder to review"),
+                    ("BATCH_DELETE_SUBMISSION", "batch deleted submissions"),
+                    ("BATCH_ANONYMIZE_SUBMISSION", "batch anonymized submissions"),
+                    ("BATCH_ARCHIVE_SUBMISSION", "batch archive submissions"),
+                    ("BATCH_INVOICE_STATUS_UPDATE", "batch update invoice status"),
+                    ("STAFF_ACCOUNT_CREATED", "created new account"),
+                    ("STAFF_ACCOUNT_EDITED", "edited account"),
+                    ("ARCHIVE_SUBMISSION", "archived submission"),
+                    ("UNARCHIVE_SUBMISSION", "unarchived submission"),
+                    ("REMOVE_TASK", "remove task"),
+                    ("INVITE_COAPPLICANT", "invite co-applicant"),
+                    ("UPDATE_AUTHOR", "updated author"),
+                ],
+                max_length=50,
+                verbose_name="verb",
+            ),
+        ),
+    ]

hypha/apply/activity/options.py

@@ -83,3 +83,4 @@ class MESSAGES(TextChoices):
     UNARCHIVE_SUBMISSION = "UNARCHIVE_SUBMISSION", _("unarchived submission")
     REMOVE_TASK = "REMOVE_TASK", _("remove task")
     INVITE_COAPPLICANT = "INVITE_COAPPLICANT", _("invite co-applicant")
+    UPDATE_AUTHOR = "UPDATE_AUTHOR", _("updated author")

hypha/apply/activity/templates/activity/ui/activity-action-item.html

@@ -20,6 +20,8 @@
                             {% heroicon_micro "lock-open" class="inline" aria_hidden=true size=14 %}
                         {% elif 'archived' in activity_text.lower %}
                             {% heroicon_micro "lock-closed" class="inline" aria_hidden=true size=14 %}
+                        {% elif 'lead' in activity_text.lower or 'author' in activity_text.lower %}
+                            {% heroicon_micro "users" class="inline" aria_hidden=true size=14 %}
                         {% else %}
                             {% heroicon_micro "eye" class="inline" aria_hidden=true size=15 %}
                         {% endif %}

hypha/apply/activity/templates/messages/email/author_updated.html

@@ -0,0 +1,16 @@
+{% extends "messages/email/applicant_base.html" %}
+
+{% load i18n %}
+
+{% block content %}{# fmt:off #}
+{% blocktrans with title=source.title %}You have been assigned as an Applicant to submission "{{ title }}".{% endblocktrans %}
+{% endblock %}
+
+{% block more_info %}
+{% trans "Link to your submission" %}: {{ request.scheme }}://{{ request.get_host }}{{ source.get_absolute_url }}
+{% trans "If you have any questions, please submit them here" %}: {{ request.scheme }}://{{ request.get_host }}{{ source.get_absolute_url }}#communications
+
+{% trans "See our guide for more information" %}: {{ ORG_GUIDE_URL }}
+
+{% blocktrans %}If you have any issues accessing the submission or other general inquiries, please email us at {{ ORG_EMAIL }}{% endblocktrans %}
+{% endblock %}{# fmt:on #}

hypha/apply/funds/forms.py

@@ -330,6 +330,31 @@ def make_role_reviewer_fields():
     return role_fields
 
 
+class UpdateAuthorForm(ApplicationSubmissionModelForm):
+    author = forms.ModelChoiceField(
+        queryset=User.objects.applicants(),
+        label=_("Applicants"),
+        required=True,
+    )
+
+    class Meta:
+        model = ApplicationSubmission
+        fields: list = []
+
+    def __init__(self, *args, **kwargs):
+        kwargs.pop("user")
+        super().__init__(*args, **kwargs)
+        self.fields["author"].queryset = User.objects.applicants().exclude(
+            id=self.instance.user.id
+        )
+        self.fields["author"].widget.attrs.update({"data-js-choices": ""})
+
+    def save(self, *args, **kwargs):
+        self.instance.user = self.cleaned_data["author"]
+        self.instance.save()
+        return self.instance
+
+
 class GroupedModelChoiceIterator(forms.models.ModelChoiceIterator):
     def __init__(self, field, groupby):
         self.groupby = groupby

hypha/apply/funds/permissions.py

@@ -288,10 +288,21 @@ def user_can_view_post_comment_form(user, submission):
     return True
 
 
+def can_change_submission_author(user, submission):
+    if not user.is_authenticated:
+        return False, "Login Required"
+
+    if user.is_apply_staff:
+        return True, "Staff can update author"
+
+    return False, "Forbidden Error"
+
+
 permissions_map = {
     "submission_view": can_view_submission,
     "submission_edit": can_edit_submission,
     "submission_action": can_take_submission_actions,
+    "change_author": can_change_submission_author,
     "can_view_submission_screening": can_view_submission_screening,
     "archive_alter": can_alter_archived_submissions,
     "co_applicant_invite": can_invite_co_applicants,