fix: filters for only active policies for spend_limit check

enterprise_access/apps/api/v1/tests/test_subsidy_access_policy_views.py

@@ -610,7 +610,7 @@ def test_update_views(self, is_patch, request_payload):
             enterprise_customer_uuid=self.enterprise_uuid,
             display_name='old display_name',
             spend_limit=5,
-            active=False,
+            active=True,
         )
 
         action = self.client.patch if is_patch else self.client.put
@@ -680,14 +680,13 @@ def test_update_views_with_exceeding_spend_limit(self):
             enterprise_customer_uuid=self.enterprise_uuid,
             display_name='old display_name',
             spend_limit=5,
-            active=False,
+            active=True,
         )
 
         request_payload = {
             'description': 'the new description',
             'display_name': 'new display_name',
             'active': True,
-            'retired': True,
             'catalog_uuid': str(uuid4()),
             'subsidy_uuid': str(uuid4()),
             'access_method': AccessMethods.ASSIGNED,
@@ -699,10 +698,46 @@ def test_update_views_with_exceeding_spend_limit(self):
             'api:v1:subsidy-access-policies-detail',
             kwargs={'uuid': str(policy_for_edit.uuid)}
         )
-
         with self.assertRaises(ValidationError):
             self.client.patch(url, data=request_payload)
 
+    def test_update_views_with_exceeding_spend_limit_for_inactive_policies(self):
+        """
+        Test that the update and partial_update views can modify certain
+        fields of a policy record.
+        """
+        # Set the JWT-based auth to an operator.
+        self.set_jwt_cookie([
+            {'system_wide_role': SYSTEM_ENTERPRISE_OPERATOR_ROLE, 'context': str(TEST_ENTERPRISE_UUID)}
+        ])
+
+        policy_for_edit = PerLearnerSpendCapLearnerCreditAccessPolicyFactory(
+            enterprise_customer_uuid=self.enterprise_uuid,
+            display_name='old display_name',
+            spend_limit=5,
+            active=True,
+        )
+
+        request_payload = {
+            'description': 'the new description',
+            'display_name': 'new display_name',
+            'catalog_uuid': str(uuid4()),
+            'active': False,
+            'subsidy_uuid': str(uuid4()),
+            'access_method': AccessMethods.ASSIGNED,
+            'spend_limit': 6,
+            'per_learner_spend_limit': 10000,
+        }
+
+        url = reverse(
+            'api:v1:subsidy-access-policies-detail',
+            kwargs={'uuid': str(policy_for_edit.uuid)}
+        )
+
+        response = self.client.patch(url, data=request_payload)
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
     @ddt.data(
         {
             'enterprise_customer_uuid': str(uuid4()),
@@ -726,7 +761,7 @@ def test_update_views_fields_disallowed_for_update(self, request_payload):
         policy_for_edit = PerLearnerSpendCapLearnerCreditAccessPolicyFactory(
             enterprise_customer_uuid=self.enterprise_uuid,
             spend_limit=5,
-            active=False,
+            active=True,
         )
         url = reverse(
             'api:v1:subsidy-access-policies-detail',

enterprise_access/apps/subsidy_access_policy/models.py

@@ -317,16 +317,13 @@ def total_spend_limit_for_all_policies_associated_to_subsidy(self):
         """
         Sums the policies spend_limit excluding the db's instance of this policy
         """
-        policy_balances = []
-        policy_balances.append(self.spend_limit or 0)
-        sibling_policies = SubsidyAccessPolicy.objects.filter(
+        spend_limit = self.spend_limit if self.active and self.spend_limit else 0
+        sibling_policies_sum = SubsidyAccessPolicy.objects.filter(
             enterprise_customer_uuid=self.enterprise_customer_uuid,
             subsidy_uuid=self.subsidy_uuid,
-        ).exclude(uuid=self.uuid)
-
-        for sibling in sibling_policies:
-            policy_balances.append(sibling.spend_limit or 0)
-        return sum(policy_balances)
+            active=True
+        ).exclude(uuid=self.uuid).aggregate(models.Sum("spend_limit", default=0))["spend_limit__sum"]
+        return spend_limit + sibling_policies_sum
 
     @property
     def is_spend_limit_updated(self):
@@ -339,6 +336,17 @@ def is_spend_limit_updated(self):
         record_from_db = SubsidyAccessPolicy.objects.get(uuid=self.uuid)
         return record_from_db.spend_limit != self.spend_limit
 
+    @property
+    def is_active_updated(self):
+        """
+        Checks if SubsidyAccessPolicy object exists in the database, and determines if the
+        database value of active flag differs from the current instance of active
+        """
+        if self._state.adding:
+            return False
+        record_from_db = SubsidyAccessPolicy.objects.get(uuid=self.uuid)
+        return record_from_db.active != self.active
+
     @property
     def is_assignable(self):
         """
@@ -350,7 +358,7 @@ def clean(self):
         """
         Used to help validate field values before saving this model instance.
         """
-        if self.is_spend_limit_updated:
+        if self.active and (self.is_active_updated or self.is_spend_limit_updated):
             if self.total_spend_limit_for_all_policies_associated_to_subsidy > self.subsidy_total_deposits():
                 raise ValidationError(f'{self} {VALIDATION_ERROR_SPEND_LIMIT_EXCEEDS_STARTING_BALANCE}')
         for field_name, (constraint_function, error_message) in self.FIELD_CONSTRAINTS.items():