feat: OPS-1639 PR2 - Budget Team Requisition Review Card

backend/ops_api/ops/resources/procurement_tracker_steps.py

@@ -148,3 +148,34 @@ def get(self) -> Response:
         serialized_data = response_schema.dump(pending_approvals)
 
         return make_response_with_headers(serialized_data)
+
+
+class ProcurementTrackerStepPendingRequisitionsAPI(BaseListAPI):
+    """
+    GET /api/v1/procurement-tracker-steps/pending-requisitions
+
+    List pending budget team requisition reviews for current user.
+    """
+
+    def __init__(self, model: BaseModel = ProcurementTrackerStep):
+        super().__init__(model)
+
+    @error_simulator
+    @is_authorized(PermissionType.GET, Permission.AGREEMENT)
+    def get(self) -> Response:
+        """Get list of pending requisition reviews for budget team."""
+        current_user = get_current_user()
+
+        if not current_user or not hasattr(current_user, "id") or current_user.id is None:
+            return make_response_with_headers({"error": "Unable to determine current user"}, 401)
+
+        user_id = current_user.id
+        logger.debug(f"Getting pending budget team requisitions for user {user_id}")
+        service = ProcurementTrackerStepService(current_app.db_session)
+        pending_requisitions = service.get_pending_requisitions_for_user(user_id)
+
+        # Serialize response
+        response_schema = ProcurementTrackerStepResponseSchema(many=True)
+        serialized_data = response_schema.dump(pending_requisitions)
+
+        return make_response_with_headers(serialized_data)

backend/ops_api/ops/schemas/procurement_tracker_steps.py

@@ -2,19 +2,31 @@
 
 from marshmallow import EXCLUDE, Schema, fields, post_dump, pre_dump, validate
 
+from models.budget_line_items import BudgetLineItemStatus
 from models.procurement_tracker import (
     ProcurementTrackerStepStatus,
     ProcurementTrackerStepType,
 )
 from ops_api.ops.schemas.pagination import PaginationListSchema
 
 
+class NestedBudgetLineItemSchema(Schema):
+    """Minimal budget line item schema for nested responses."""
+
+    id = fields.Integer(required=True)
+    status = fields.Enum(BudgetLineItemStatus, by_value=True, allow_none=True)
+    amount = fields.Float(allow_none=True)
+    date_needed = fields.Date(allow_none=True)
+
+
 class NestedAgreementSchema(Schema):
     """Minimal agreement schema for nested responses."""
 
     id = fields.Integer(required=True)
     name = fields.String(allow_none=True)
     display_name = fields.String(dump_only=True)
+    budget_line_items = fields.List(fields.Nested(NestedBudgetLineItemSchema), allow_none=True)
+    agreement_total = fields.Float(allow_none=True, dump_only=True)
 
 
 class NestedProcurementTrackerSchema(Schema):

backend/ops_api/ops/services/procurement_tracker_steps.py

@@ -5,16 +5,19 @@
 
 from flask import current_app
 from loguru import logger
-from sqlalchemy import Select, func, select
+from sqlalchemy import Select, and_, func, select
 from sqlalchemy.orm import selectinload
 
 from models import (
+    Agreement,
     AwardType,
+    DefaultProcurementTrackerStep,
     OpsEvent,
     OpsEventStatus,
     OpsEventType,
     ProcurementAction,
     ProcurementActionStatus,
+    ProcurementTracker,
     ProcurementTrackerStatus,
     ProcurementTrackerStep,
     ProcurementTrackerStepStatus,
@@ -507,9 +510,13 @@ def _notify_budget_team_for_requisition_review(self, step, agreement, current_us
         budget_team_query = select(User.id).join(User.roles).where(Role.name == "BUDGET_TEAM")
         budget_team_ids = self.db_session.execute(budget_team_query).scalars().all()
 
+        fe_url = current_app.config.get("OPS_FRONTEND_URL", "http://localhost:3000")
+        # TODO (PR3/PR4): This URL points to budget requisition review page to be implemented
+        review_url = f"{fe_url}/agreements/{agreement.id}/review-budget-requisition"
+
         message = (
             f"{current_user.full_name} has approved the Pre-Award request for Agreement {agreement.display_name}. "
-            f"Budget Team review and requisition entry is now required."
+            f"Budget Team review and requisition entry is now required.\n\n[Review Agreement]({review_url})"
         )
 
         # Send notification to each budget team member
@@ -783,3 +790,52 @@ def get_pending_approvals_for_user(self, user_id: int) -> list[ProcurementTracke
         )
         results = self.db_session.execute(stmt.distinct()).scalars().all()
         return list(results)
+
+    def get_pending_requisitions_for_user(self, user_id: int) -> list[ProcurementTrackerStep]:
+        """
+        Get all pending budget team requisition reviews for a user.
+
+        Returns steps where:
+        - DD has approved (approval_status = 'APPROVED')
+        - Budget team hasn't entered requisition yet (requisition_number IS NULL)
+        - User has BUDGET_TEAM role
+
+        Args:
+            user_id: The user ID to check permissions for
+
+        Returns:
+            List of ProcurementTrackerStep objects with pending requisitions
+        """
+        # Get user roles
+        user = self.db_session.get(User, user_id)
+        if not user:
+            return []
+
+        user_role_names = [role.name for role in user.roles]
+
+        # Only BUDGET_TEAM members see these
+        if "BUDGET_TEAM" not in user_role_names:
+            return []
+
+        # Query for steps awaiting budget team requisition entry
+        stmt = (
+            select(DefaultProcurementTrackerStep)
+            .join(DefaultProcurementTrackerStep.procurement_tracker)
+            .join(ProcurementTracker.agreement)
+            .options(
+                selectinload(DefaultProcurementTrackerStep.procurement_tracker)
+                .selectinload(ProcurementTracker.agreement)
+                .selectinload(Agreement.budget_line_items),
+            )
+            .where(
+                and_(
+                    DefaultProcurementTrackerStep.step_type == ProcurementTrackerStepType.PRE_AWARD,
+                    DefaultProcurementTrackerStep.pre_award_approval_status == "APPROVED",
+                    DefaultProcurementTrackerStep.pre_award_requisition_number.is_(None),
+                    DefaultProcurementTrackerStep.pre_award_requisition_date.is_(None),
+                )
+            )
+            .order_by(DefaultProcurementTrackerStep.pre_award_approval_responded_date.desc())
+        )
+
+        return list(self.db_session.scalars(stmt).all())

backend/ops_api/ops/urls.py

@@ -54,6 +54,7 @@
     PROCUREMENT_TRACKER_STEP_ITEM_API_VIEW_FUNC,
     PROCUREMENT_TRACKER_STEP_LIST_API_VIEW_FUNC,
     PROCUREMENT_TRACKER_STEP_PENDING_APPROVALS_API_VIEW_FUNC,
+    PROCUREMENT_TRACKER_STEP_PENDING_REQUISITIONS_API_VIEW_FUNC,
     PRODUCT_SERVICE_CODE_ITEM_API_VIEW_FUNC,
     PRODUCT_SERVICE_CODE_LIST_API_VIEW_FUNC,
     PROJECT_FUNDING_API_VIEW_FUNC,
@@ -172,6 +173,10 @@ def register_api(api_bp: Blueprint) -> None:
         "/procurement-tracker-steps/pending-approvals/",
         view_func=PROCUREMENT_TRACKER_STEP_PENDING_APPROVALS_API_VIEW_FUNC,
     )
+    api_bp.add_url_rule(
+        "/procurement-tracker-steps/pending-requisitions/",
+        view_func=PROCUREMENT_TRACKER_STEP_PENDING_REQUISITIONS_API_VIEW_FUNC,
+    )
     api_bp.add_url_rule(
         "/procurement-tracker-steps/<int:id>",
         view_func=PROCUREMENT_TRACKER_STEP_ITEM_API_VIEW_FUNC,

backend/ops_api/ops/views.py

@@ -100,6 +100,7 @@
     ProcurementTrackerStepItemAPI,
     ProcurementTrackerStepListAPI,
     ProcurementTrackerStepPendingApprovalsAPI,
+    ProcurementTrackerStepPendingRequisitionsAPI,
 )
 from ops_api.ops.resources.procurement_trackers import (
     ProcurementTrackerItemAPI,
@@ -196,6 +197,9 @@
 PROCUREMENT_TRACKER_STEP_PENDING_APPROVALS_API_VIEW_FUNC = ProcurementTrackerStepPendingApprovalsAPI.as_view(
     "procurement-tracker-steps-pending-approvals", ProcurementTrackerStep
 )
+PROCUREMENT_TRACKER_STEP_PENDING_REQUISITIONS_API_VIEW_FUNC = ProcurementTrackerStepPendingRequisitionsAPI.as_view(
+    "procurement-tracker-steps-pending-requisitions", ProcurementTrackerStep
+)
 # LOOKUP ENDPOINTS
 LOOKUP_AGREEMENT_REASON_LIST_API_VIEW_FUNC = AgreementReasonListAPI.as_view("lookups-agreement-reason-list")
 LOOKUP_AGREEMENT_TYPE_LIST_API_VIEW_FUNC = AgreementTypeListAPI.as_view("lookups-agreement-type-list")

backend/ops_api/tests/ops/procurement_tracker/test_budget_team_requisition_review_card.py

@@ -0,0 +1,142 @@
+"""Tests for budget team requisition review card endpoint (OPS-1639 PR2)."""
+
+from datetime import date
+
+import pytest
+
+from models.procurement_tracker import (
+    DefaultProcurementTrackerStep,
+    ProcurementTracker,
+    ProcurementTrackerStepStatus,
+    ProcurementTrackerStepType,
+)
+
+
+@pytest.fixture
+def test_budget_team_requisition_step(app_ctx, loaded_db):
+    """Create a test step where DD approved but budget team hasn't entered requisition."""
+    tracker = loaded_db.get(ProcurementTracker, 1)
+
+    # Capture original step 4 state before modification
+    step_4 = next((step for step in tracker.steps if step.step_number == 4), None)
+    step_4_existed = step_4 is not None
+    step_4_original_status = step_4.status if step_4_existed else None
+
+    # Ensure Step 4 (Evaluation) exists and is completed
+    if not step_4:
+        step_4 = DefaultProcurementTrackerStep(
+            procurement_tracker=tracker,
+            step_number=4,
+            step_type=ProcurementTrackerStepType.EVALUATION,
+            status=ProcurementTrackerStepStatus.COMPLETED,
+        )
+        loaded_db.add(step_4)
+    else:
+        step_4.status = ProcurementTrackerStepStatus.COMPLETED
+    loaded_db.commit()
+
+    # Create PRE_AWARD step where DD has approved
+    step = DefaultProcurementTrackerStep(
+        procurement_tracker=tracker,
+        step_number=997,
+        step_type=ProcurementTrackerStepType.PRE_AWARD,
+        status=ProcurementTrackerStepStatus.ACTIVE,
+        pre_award_approval_requested=True,
+        pre_award_approval_requested_by=500,
+        pre_award_approval_requested_date=date.today(),
+        pre_award_approval_status="APPROVED",  # DD approved
+        pre_award_approval_responded_by=503,
+        pre_award_approval_responded_date=date.today(),
+        # requisition fields are NULL - budget team hasn't entered yet
+    )
+    loaded_db.add(step)
+    loaded_db.commit()
+
+    yield step
+
+    # Cleanup: restore step 4 to original state and delete test step
+    loaded_db.rollback()
+    try:
+        loaded_db.delete(step)
+        if not step_4_existed:
+            # Step 4 was created by this fixture, delete it
+            loaded_db.delete(step_4)
+        else:
+            # Step 4 existed before, restore its original status
+            step_4.status = step_4_original_status
+        loaded_db.commit()
+    except Exception:
+        loaded_db.rollback()
+
+
+def test_get_pending_requisitions_returns_approved_without_requisition(
+    budget_team_auth_client, test_budget_team_requisition_step, loaded_db
+):
+    """Budget team sees steps where DD approved but requisition not entered."""
+    # Make request as budget team user
+    response = budget_team_auth_client.get("/api/v1/procurement-tracker-steps/pending-requisitions/")
+    assert response.status_code == 200
+
+    data = response.json
+    assert isinstance(data, list)
+
+    # Should include our test step
+    step_ids = [step["id"] for step in data]
+    assert test_budget_team_requisition_step.id in step_ids
+
+
+def test_get_pending_requisitions_excludes_completed(
+    budget_team_auth_client, test_budget_team_requisition_step, loaded_db
+):
+    """Steps with requisition_number filled are excluded."""
+    # Set requisition number (budget team completed it)
+    test_budget_team_requisition_step.pre_award_requisition_number = "REQ-2026-12345"
+    loaded_db.commit()
+
+    response = budget_team_auth_client.get("/api/v1/procurement-tracker-steps/pending-requisitions/")
+    assert response.status_code == 200
+
+    data = response.json
+    step_ids = [step["id"] for step in data]
+    # Should NOT include our test step anymore
+    assert test_budget_team_requisition_step.id not in step_ids
+
+
+def test_get_pending_requisitions_filters_by_budget_team_role(client, test_budget_team_requisition_step, loaded_db):
+    """Unauthenticated users get 401."""
+    response = client.get("/api/v1/procurement-tracker-steps/pending-requisitions/")
+    assert response.status_code == 401  # Unauthenticated
+
+
+def test_get_pending_requisitions_non_budget_team_gets_empty_list(
+    basic_user_auth_client, test_budget_team_requisition_step, loaded_db
+):
+    """Authenticated non-budget-team users get empty list, not 401."""
+    # Make request as basic user (not budget team)
+    response = basic_user_auth_client.get("/api/v1/procurement-tracker-steps/pending-requisitions/")
+    assert response.status_code == 200
+
+    data = response.json
+    assert isinstance(data, list)
+    # Non-budget-team user should see empty list
+    assert len(data) == 0
+
+
+def test_get_pending_requisitions_includes_agreement_data(
+    budget_team_auth_client, test_budget_team_requisition_step, loaded_db
+):
+    """Response includes agreement with budget line items."""
+    response = budget_team_auth_client.get("/api/v1/procurement-tracker-steps/pending-requisitions/")
+    assert response.status_code == 200
+
+    data = response.json
+    if len(data) > 0:
+        # Find our test step
+        test_step_data = next((step for step in data if step["id"] == test_budget_team_requisition_step.id), None)
+        if test_step_data:
+            # Verify agreement data is included
+            assert "procurement_tracker" in test_step_data
+            assert "agreement" in test_step_data["procurement_tracker"]
+            agreement = test_step_data["procurement_tracker"]["agreement"]
+            assert "id" in agreement
+            assert "name" in agreement

frontend/src/api/opsAPI.js

@@ -82,7 +82,8 @@ export const opsApi = createApi({
         "Documents",
         "Cans",
         "ProcurementTrackers",
-        "Procurement Tracker Steps"
+        "Procurement Tracker Steps",
+        "Budget Requisitions"
     ],
     baseQuery: getBaseQueryWithReauth(baseQuery),
     endpoints: (builder) => ({
@@ -1177,6 +1178,10 @@ export const opsApi = createApi({
         getPendingPreAwardApprovals: builder.query({
             query: () => `/procurement-tracker-steps/pending-approvals/`,
             providesTags: ["Procurement Tracker Steps"]
+        }),
+        getPendingBudgetRequisitions: builder.query({
+            query: () => `/procurement-tracker-steps/pending-requisitions/`,
+            providesTags: ["Budget Requisitions"]
         })
     })
 });
@@ -1285,5 +1290,6 @@ export const {
     useGetProcurementTrackersByAgreementIdQuery,
     useGetProcurementTrackersByAgreementIdsQuery,
     useUpdateProcurementTrackerStepMutation,
-    useGetPendingPreAwardApprovalsQuery
+    useGetPendingPreAwardApprovalsQuery,
+    useGetPendingBudgetRequisitionsQuery
 } = opsApi;