Fix training items for Haulage Supervisors

training/forms.py

@@ -80,12 +80,12 @@ class SessionLogForm(forms.Form):
             if supervisor.pk != self.user.pk:
                 self.add_error("supervisor", "You may only log sessions that you delivered yourself")
             else:
-                if cleaned_data.get("items_2"):
-                    self.add_error("items_2", "Technicians may not pass people out")
-                for depth in (models.TrainingItemQualification.STARTED, models.TrainingItemQualification.COMPLETE):
+                for depth, _ in models.TrainingItemQualification.CHOICES:
                     for item in cleaned_data.get(f"items_{depth}", []):
                         if not supervisor.can_deliver_training(item, depth):
-                            self.add_error(f"items_{depth}", f"You are not permitted to deliver training in {item}")
+                            self.add_error(
+                                f"items_{depth}", f"You are not permitted to deliver this training in {item}"
+                            )
         return cleaned_data
 
     def clean_date(self):

training/migrations/0011_trainingcategory_training_level_supervisor_help.py

@@ -0,0 +1,19 @@
+# Generated by Django 5.2.17 on 2026-10-03 16:37
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('training', '0010_trainingcategory_training_level_help'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='trainingcategory',
+            name='training_level',
+            field=models.ForeignKey(blank=True, help_text='If this is set, technicians must hold this level (e.g. Sound Technician) to deliver training in technician-trainable items in this category, and holders of a Supervisor level (e.g. Haulage Supervisor) may pass people out in it. If not set, any technician may deliver training in technician-trainable items.', null=True, on_delete=django.db.models.deletion.CASCADE, to='training.traininglevel'),
+        ),
+    ]

training/models.py

@@ -56,12 +56,34 @@ class Trainee(Profile, RevisionMixin):
     def is_driver(self):
         return self.confirmed_levels.filter(level__department=TrainingLevel.HAULAGE).exists()
 
+    @property
+    def can_log_training(self):
+        """Whether this person may use the training logging pages at all"""
+        category_levels = TrainingCategory.objects.exclude(training_level=None).values("training_level")
+        return (
+            self.is_supervisor or self.is_technician or self.confirmed_levels.filter(level__in=category_levels).exists()
+        )
+
     def can_deliver_training(self, item, depth):
-        """Technicians may deliver training up to Training Complete on flagged items that they have been passed out on.
-        If the item's category specifies a training level, they must also hold that level, otherwise any technician will do."""
-        if depth == TrainingItemQualification.PASSED_OUT or not item.technician_can_train:
-            return False
+        """Whether this person may record training of the given depth in the item (i.e. be named as the supervisor)
+
+        - Supervisors may deliver anything.
+        - Passing out requires holding a Supervisor level set on the item's category (e.g. Haulage Supervisor)
+          and being passed out in the item oneself.
+        - Started/Complete require the item to be technician trainable and the person to be passed out in it
+          themselves, and to hold the category's level, or to be a technician if the category has none."""
+        if self.is_supervisor:
+            return True
         training_level = item.category.training_level
+        if depth == TrainingItemQualification.PASSED_OUT:
+            return (
+                training_level is not None
+                and training_level.level == TrainingLevel.SUPERVISOR
+                and self.confirmed_levels.filter(level=training_level).exists()
+                and self.is_user_qualified_in(item, TrainingItemQualification.PASSED_OUT)
+            )
+        if not item.technician_can_train:
+            return False
         if training_level is None:
             is_permitted = self.is_technician
         else:
@@ -95,7 +117,7 @@ class TrainingCategory(models.Model):
         on_delete=models.CASCADE,
         null=True,
         blank=True,
-        help_text="If this is set, technicians must hold this level (e.g. Sound Technician) to deliver training in technician-trainable items in this category. If not set, any technician may.",
+        help_text="If this is set, technicians must hold this level (e.g. Sound Technician) to deliver training in technician-trainable items in this category, and holders of a Supervisor level (e.g. Haulage Supervisor) may pass people out in it. If not set, any technician may deliver training in technician-trainable items.",
     )
 
     def __str__(self):
@@ -227,7 +249,7 @@ class TrainingItemQualification(models.Model, RevisionMixin):
         errdict = {}
         # Validate supervisor can train in this item
         if hasattr(self, "supervisor"):  # This will be false if form validation fails
-            if not self.supervisor.can_deliver_training(self.item, self.depth) and not self.supervisor.is_supervisor:
+            if not self.supervisor.can_deliver_training(self.item, self.depth):
                 errdict["supervisor"] = "Selected supervisor must actually *be* a supervisor..."
         # Item requirements only apply to being passed out
         if self.depth == TrainingItemQualification.PASSED_OUT and not self.item.user_has_requirements(self.trainee):

training/templates/session_log_form.html

@@ -61,11 +61,11 @@
             </button>
             <div class="collapse mt-3" id="deliverable_items">
                 <div class="card card-body">
-                    <p class="text-muted">You may deliver up to Training Complete in these items, as you are a technician who is passed out in them. Passing people out is for supervisors only.</p>
+                    <p class="text-muted">You may deliver training in these items. Passing people out is only possible where marked.</p>
                     {% for category, items in deliverable_items %}
                     <h5>{{ category }}</h5>
                     <ul>
-                        {% for item in items %}<li>{{ item.display_name }}</li>{% endfor %}
+                        {% for item in items %}<li>{{ item.display_name }}{% if item.can_pass_out %} <span class="text-muted">(including passing out)</span>{% endif %}</li>{% endfor %}
                     </ul>
                     {% empty %}
                     <p class="mb-0">You can't currently deliver training in any items. An item must be marked as technician-trainable, you must be passed out in it, and you must hold any technician level its category requires.</p>

training/tests/test_unit.py

@@ -215,3 +215,57 @@ def test_plain_trainee_cannot_log_session(client, trainee):
 def test_supervisor_does_not_see_deliverable_items(admin_client):
     response = admin_client.get(reverse("session_log"))
     assertNotContains(response, "What training items can I deliver training in?")
+
+
+def _haulage_setup(trainee, supervisor):
+    haul_level = models.TrainingLevel.objects.create(
+        level=models.TrainingLevel.SUPERVISOR, department=models.TrainingLevel.HAULAGE, description="x"
+    )
+    models.TrainingLevelQualification.objects.create(
+        trainee=models.Trainee.objects.get(pk=trainee.pk), level=haul_level, confirmed_on=timezone.now()
+    )
+    category = models.TrainingCategory.objects.create(reference_number=4, name="Haulage", training_level=haul_level)
+    return models.TrainingItem.objects.create(category=category, reference_number=1, name="Tail lifts")
+
+
+def test_haulage_supervisor_can_pass_out_without_supervisor_flag(client, trainee, supervisor, admin_user):
+    item = _haulage_setup(trainee, supervisor)
+    tech = models.Trainee.objects.get(pk=trainee.pk)
+    assert not tech.is_supervisor
+    assert tech.can_log_training
+    # Must be passed out in the item oneself
+    assert not tech.can_deliver_training(item, models.TrainingItemQualification.PASSED_OUT)
+    models.TrainingItemQualification.objects.create(
+        item=item,
+        depth=models.TrainingItemQualification.PASSED_OUT,
+        trainee=tech,
+        supervisor=models.Trainee.objects.get(pk=supervisor.pk),
+        date=datetime.date.today(),
+    )
+    assert tech.can_deliver_training(item, models.TrainingItemQualification.PASSED_OUT)
+    client.force_login(trainee)
+    url = reverse("session_log")
+    data = {
+        "trainees": [admin_user.pk],
+        "items_2": [item.pk],
+        "supervisor": trainee.pk,
+        "date": datetime.date.today().strftime("%Y-%m-%d"),
+    }
+    assert client.post(url, data).status_code == 302
+    assert models.TrainingItemQualification.objects.filter(
+        trainee=admin_user.pk, item=item, depth=models.TrainingItemQualification.PASSED_OUT
+    ).exists()
+
+
+def test_technician_level_does_not_allow_pass_out(trainee, supervisor):
+    item = _technician_setup(trainee, supervisor)
+    assert not models.Trainee.objects.get(pk=trainee.pk).can_deliver_training(
+        item, models.TrainingItemQualification.PASSED_OUT
+    )
+
+
+def test_flagged_supervisor_can_deliver_anything(trainee, supervisor):
+    item = _technician_setup(trainee, supervisor)
+    sup = models.Trainee.objects.get(pk=supervisor.pk)
+    for depth, _ in models.TrainingItemQualification.CHOICES:
+        assert sup.can_deliver_training(item, depth)

training/views.py

@@ -299,12 +299,15 @@ class SessionLog(generic.FormView):
     def get_deliverable_items(self):
         """Active items the current user may deliver training in, grouped by category, using the same test as form validation"""
         trainee = models.Trainee.objects.get(pk=self.request.user.pk)
-        items = models.TrainingItem.objects.filter(active=True, technician_can_train=True).select_related(
-            "category", "category__training_level"
+        items = (
+            models.TrainingItem.objects.filter(active=True)
+            .filter(Q(technician_can_train=True) | Q(category__training_level__level=models.TrainingLevel.SUPERVISOR))
+            .select_related("category", "category__training_level")
         )
         grouped = {}
         for item in items:
-            if trainee.can_deliver_training(item, models.TrainingItemQualification.COMPLETE):
+            item.can_pass_out = trainee.can_deliver_training(item, models.TrainingItemQualification.PASSED_OUT)
+            if item.can_pass_out or trainee.can_deliver_training(item, models.TrainingItemQualification.COMPLETE):
                 grouped.setdefault(item.category, []).append(item)
         return list(grouped.items())