Remove partner role

.github/ISSUE_TEMPLATE/bug_report.md

@@ -48,7 +48,6 @@ A clear and concise description of what you expected to happen.
 - Staff
 - Applicants
 - Reviewers
-- Partners
 - Developers
 - General public
 

.github/ISSUE_TEMPLATE/enhancement-request.md

@@ -50,7 +50,6 @@ Add any other context or screenshots about the feature request here.
 - Staff
 - Applicants
 - Reviewers
-- Partners
 - Developers
 - General public
 

.github/ISSUE_TEMPLATE/feature_request.md

@@ -50,7 +50,6 @@ Add any other context or screenshots about the feature request here.
 - Staff
 - Applicants
 - Reviewers
-- Partners
 - Developers
 - General public
 

.github/ISSUE_TEMPLATE/scoping_review_form.md

@@ -38,7 +38,6 @@ Add any other context or screenshots about the feature request here.
 - Staff
 - Applicants
 - Reviewers
-- Partners
 - Developers
 - General public
 

docs/references/glossary.md

@@ -66,8 +66,5 @@
 **Approver**
 :   an individual, usually member of staff, who can authorize a contract or payment request
 
-**Partner**
-:   For OTF, in the application phase, "partner" could view the application but is unable to submit a review and could submit payment requests. This role can see, edit, and communicate about a specific application.
-
 **Finance**
 :   role for staff with finance related functions. In Hypha they have dashboard to enable approval of invoices.

docs/references/user-roles.md

@@ -12,7 +12,6 @@ For example, system administrators could adjust the administrative access or per
 Hypha comes with the following user roles that has special permissions:
 
 - [Staff](#staff)
-- [Partner](#partner)
 - [Reviewer](#reviewer)
 - [Applicant](#applicant)
 - [Additional roles](#additional-roles)
@@ -28,34 +27,13 @@ Staff can:
 * Modify roles for other users
 * Set up applications (this means creating Forms, Funds, and Rounds
 * View applications/submissions
-* Give other users (ie Reviewers, Partners) access to submissions
+* Give other users (ie. Reviewers, Co-Applicants) access to submissions
 * Review submissions
 * Draft and send correspondence
 * Write a comment to applicants and other users on the platform
 
 Account created by **Staff** & assigned to either "Fund" or specific application(s)
 
-## Partner
-
-The **Partner** role could be access, edit, and communicate about a specific application they are assigned to. This role could be accessed when two or more people are working together on a single application; one applicant gets **Applicant** role, and additional applicants get this role. OTF use the partner role for fellowship host organizations, service providers, etc.
-
-A **Partner can**:
-
-* View, edit, and communicate about a specific application
-* Used when two or more people are working together on an application; one applicant gets **Applicant** role, and additional applicants get this role
-
-> ℹ️ _This role is created by Staff and associated with a specific application_
-
-The **Partner** role could be access, edit, and communicate about a specific application they are assigned to. OTF use the partner role for fellowship host organizations, service providers, etc.
-
-The Partner could only review applications that has been assigned to them. Applications assigned to the Partner are available on their dashboard.
-
-![](../assets/partner_dashboard_assign_submission.png)
-
-The Partner role could be associated or assigned to an application by clicking on Partner button in the **Actions to take** > Assign.
-
-![](../assets/submission_how-to-assign-partner.png)
-
 ## Reviewer
 
 The **Reviewer** role has their own dashboard and can submit reviews. OTF's Advisory Council Members are often assigned the 'Reviewer' role.

docs/setup/administrators/configuration.md

@@ -219,7 +219,7 @@ Staff e-mail domain. Used for OAUTH2 whitelist default value and staff account c
 
 ----
 
-Should staff identities be obscured from Applicants & Partners (ie. comments will be ORG_LONG_NAME rather than "John Doe").
+Should staff identities be obscured from Applicants (ie. comments will be ORG_LONG_NAME rather than "John Doe").
 
    HIDE_STAFF_IDENTITY = env.bool('HIDE_STAFF_IDENTITY', False)
 

docs/user-guides/creating-a-user-account.md

@@ -28,7 +28,7 @@ The "Add User" form will request your email, name, and role within the platform.
 
 ![](../assets/manage_user-add-user.jpg)
 
-Selecting a role with enable to administrative access within the platform. Commonly used roles within the platform are **Staff**, **Partner**, and **Reviewer**.
+Selecting a role with enable to administrative access within the platform. Commonly used roles within the platform are **Staff** and **Reviewer**.
 
 ![](../assets/manage_user-update-group.jpg)
 

hypha/apply/activity/adapters/activity_feed.py

@@ -38,7 +38,6 @@ class ActivityAdapter(AdapterBase):
         MESSAGES.INVITED_TO_PROPOSAL: _("Invited to submit a proposal"),
         MESSAGES.REVIEWERS_UPDATED: "reviewers_updated",
         MESSAGES.BATCH_REVIEWERS_UPDATED: "batch_reviewers_updated",
-        MESSAGES.PARTNERS_UPDATED: "partners_updated",
         MESSAGES.NEW_REVIEW: _("Submitted a review"),
         MESSAGES.OPENED_SEALED: _("Opened the submission while still sealed"),
         MESSAGES.SCREENING: "handle_screening_statuses",
@@ -89,7 +88,6 @@ def extra_kwargs(self, message_type, source, sources, **kwargs):
             MESSAGES.REVIEW_OPINION,
             MESSAGES.DELETE_REVIEW_OPINION,
             MESSAGES.BATCH_REVIEWERS_UPDATED,
-            MESSAGES.PARTNERS_UPDATED,
             MESSAGES.APPROVE_PROJECT,
             MESSAGES.REQUEST_PROJECT_CHANGE,
             MESSAGES.SEND_FOR_APPROVAL,
@@ -287,18 +285,6 @@ def handle_batch_transition(self, transitions, sources, **kwargs):
                 old_phase=old_phase, source=submission, **kwargs
             )
 
-    def partners_updated(self, added, removed, **kwargs):
-        message = [_("Partners updated.")]
-        if added:
-            message.append(_("Added:"))
-            message.append(", ".join([str(user) for user in added]) + ".")
-
-        if removed:
-            message.append(_("Removed:"))
-            message.append(", ".join([str(user) for user in removed]) + ".")
-
-        return " ".join(message)
-
     def handle_report_frequency(self, config, **kwargs):
         new_schedule = config.get_frequency_display()
         return _(

hypha/apply/activity/adapters/emails.py

@@ -9,7 +9,6 @@
 from django.utils.translation import gettext as _
 
 from hypha.apply.activity import tasks
-from hypha.apply.activity.models import ALL, APPLICANT_PARTNERS, PARTNER
 from hypha.apply.funds.models.co_applicants import (
     CoApplicantProjectPermission,
     CoApplicantRole,
@@ -65,8 +64,6 @@ class EmailAdapter(AdapterBase):
         MESSAGES.READY_FOR_REVIEW: "handle_ready_for_review",
         MESSAGES.REVIEWERS_UPDATED: "handle_ready_for_review",
         MESSAGES.BATCH_REVIEWERS_UPDATED: "handle_batch_ready_for_review",
-        MESSAGES.PARTNERS_UPDATED: "partners_updated_applicant",
-        MESSAGES.PARTNERS_UPDATED_PARTNER: "partners_updated_partner",
         MESSAGES.UPLOAD_CONTRACT: "messages/email/contract_uploaded.html",
         MESSAGES.SUBMIT_CONTRACT_DOCUMENTS: "messages/email/submit_contract_documents.html",
         MESSAGES.CREATED_PROJECT: "messages/email/project_created.html",
@@ -328,10 +325,6 @@ def recipients(self, message_type, source, user, **kwargs):
             related = kwargs.get("related", None)
             return [related.invited_user_email]
 
-        if message_type == MESSAGES.PARTNERS_UPDATED_PARTNER:
-            partners = kwargs["added"]
-            return [partner.email for partner in partners]
-
         if message_type == MESSAGES.APPROVE_PAF:
             from hypha.apply.projects.models.project import ProjectSettings
 
@@ -488,12 +481,6 @@ def recipients(self, message_type, source, user, **kwargs):
                 ).values_list("user__email", flat=True)
                 recipients: List[str] = [source.user.email, *co_applicants]
 
-                if partners := list(source.partners.values_list("email", flat=True)):
-                    if comment.visibility == PARTNER:
-                        recipients = partners
-                    elif comment.visibility in [APPLICANT_PARTNERS, ALL]:
-                        recipients += partners
-
             # Comment handling for Projects
             elif isinstance(source, Project):
                 # co_applciants with Comment permission
@@ -557,23 +544,6 @@ def reviewers(self, source):
             and not reviewer.is_apply_staff
         ]
 
-    def partners_updated_applicant(self, added, removed, **kwargs):
-        if added:
-            return self.render_message(
-                "messages/email/partners_update_applicant.html", added=added, **kwargs
-            )
-
-    def partners_updated_partner(self, added, removed, **kwargs):
-        if added:
-            recipient = kwargs["recipient"]
-            # Pass the user object to render_message rather than the email string
-            recipient_obj = User.objects.get(email__exact=recipient)
-            kwargs["recipient"] = recipient_obj
-
-            return self.render_message(
-                "messages/email/partners_update_partner.html", **kwargs
-            )
-
     def render_message(self, template, **kwargs):
         with language(settings.LANGUAGE_CODE):
             text = render_to_string(template, kwargs, kwargs["request"])

hypha/apply/activity/adapters/slack.py

@@ -45,9 +45,6 @@ class SlackAdapter(AdapterBase):
         ),
         MESSAGES.REVIEWERS_UPDATED: "reviewers_updated",
         MESSAGES.BATCH_REVIEWERS_UPDATED: "handle_batch_reviewers",
-        MESSAGES.PARTNERS_UPDATED: _(
-            "{user} has updated the partners on <{link}|{source.title_text_display}>"
-        ),
         MESSAGES.TRANSITION: _(
             "{user} has updated the status of <{link}|{source.title_text_display}>: {old_phase.display_name} → {source.phase.display_name}"
         ),

hypha/apply/activity/forms.py

@@ -42,15 +42,8 @@ class Meta:
         }
 
     def __init__(self, *args, user=None, **kwargs):
-        # Get `submission_partner_list` kwarg and remove it before initializing parent.
-        submission_partner_list = None
-        if "submission_partner_list" in kwargs:
-            submission_partner_list = kwargs.pop("submission_partner_list")
-
         super().__init__(*args, **kwargs)
-        self.visibility_choices = self._meta.model.visibility_choices_for(
-            user, submission_partner_list
-        )
+        self.visibility_choices = self._meta.model.visibility_choices_for(user)
         visibility = self.fields["visibility"]
         # Set default visibility to "Applicant" for staff and staff can view everything.
         visibility.initial = self.visibility_choices[0]

hypha/apply/activity/migrations/0019_partner_field_event.py

@@ -26,7 +26,6 @@ class Migration(migrations.Migration):
                     ("INVITED_TO_PROPOSAL", "Invited To Proposal"),
                     ("REVIEWERS_UPDATED", "Reviewers Updated"),
                     ("BATCH_REVIEWERS_UPDATED", "Batch Reviewers Updated"),
-                    ("PARTNERS_UPDATED", "Partners Updated"),
                     ("READY_FOR_REVIEW", "Ready For Review"),
                     ("BATCH_READY_FOR_REVIEW", "Batch Ready For Review"),
                     ("NEW_REVIEW", "New Review"),

hypha/apply/activity/migrations/0089_remove_partner_perms.py

@@ -0,0 +1,20 @@
+# Generated by Django 5.2.12 on 2026-03-25 18:29
+
+from django.db import migrations
+
+from hypha.apply.activity.models import APPLICANT
+
+
+def convert_partner_perms_to_applicant(apps, schema_editor):
+    Activity = apps.get_model("activity", "Activity")
+
+    # Encompasses both "partner" & "applicant partner" visibilities
+    Activity.objects.filter(visibility__contains="partner").update(visibility=APPLICANT)
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("activity", "0088_activity_deleted"),
+    ]
+
+    operations = [migrations.RunPython(convert_partner_perms_to_applicant)]

hypha/apply/activity/migrations/0090_alter_activity_visibility_alter_event_type.py

@@ -0,0 +1,95 @@
+# Generated by Django 5.2.12 on 2026-03-31 14:52
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("activity", "0089_remove_partner_perms"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="activity",
+            name="visibility",
+            field=models.CharField(
+                choices=[
+                    ("applicant", "Applicants"),
+                    ("team", "Staff only"),
+                    ("reviewers", "Reviewers"),
+                    ("all", "All"),
+                ],
+                default="applicant",
+                max_length=30,
+            ),
+        ),
+        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"),
+                    ("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_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"),
+                ],
+                max_length=50,
+                verbose_name="verb",
+            ),
+        ),
+    ]