[WIP] Add ESFA response flow

app/assets/stylesheets/components/_all.scss

@@ -10,6 +10,7 @@
 @import "page_header";
 @import "phase_banner";
 @import "primary_navigation";
-@import "secondary_navigation";
 @import "search_results";
+@import "secondary_navigation";
+@import "tag";
 @import "typography";

app/assets/stylesheets/components/_tag.scss

@@ -0,0 +1,3 @@
+.govuk-tag {
+  max-width: unset;
+}

app/components/claim/status_tag_component.rb

@@ -27,6 +27,10 @@ def status_colours
       draft: "grey",
       submitted: "blue",
       sent_to_esfa: "light-blue",
+      paid: "green",
+      request_information: "orange",
+      pending_esfa_check: "light-blue",
+      payment_not_approved: "red",
     }.with_indifferent_access
   end
 end

app/controllers/claims/support/claims_controller.rb

@@ -1,5 +1,5 @@
 class Claims::Support::ClaimsController < Claims::Support::ApplicationController
-  before_action :set_claim, only: %i[show]
+  before_action :set_claim, only: %i[show information_sent_to_esfa payment_not_approved]
   before_action :authorize_claim
   helper_method :filter_form
   before_action :set_filtered_claims, only: %i[index download_csv]
@@ -19,6 +19,18 @@ def download_csv
     send_data csv_data, filename: "claims-#{Date.current}.csv", type: "text/csv", disposition: "attachment"
   end
 
+  def information_sent_to_esfa
+    @claim.update!(status: :pending_esfa_check)
+
+    redirect_to claims_support_claim_path(@claim)
+  end
+
+  def payment_not_approved
+    @claim.update!(status: :payment_not_approved)
+
+    redirect_to claims_support_claim_path(@claim)
+  end
+
   private
 
   def set_filtered_claims

app/controllers/claims/support/payments/confirmations_controller.rb

@@ -0,0 +1,19 @@
+class Claims::Support::Payments::ConfirmationsController < Claims::Support::ApplicationController
+  before_action :authorize_payment
+
+  def create
+    Claims::Payment::ParseConfirmation.call(file: file_param)
+
+    redirect_to claims_support_payments_path, flash: { success: t(".success") }
+  end
+
+  private
+
+  def file_param
+    params.require(:file)
+  end
+
+  def authorize_payment
+    authorize [Claims::Payment, :confirmation]
+  end
+end

app/models/claims/claim.rb

@@ -9,6 +9,7 @@
 #  status               :enum
 #  submitted_at         :datetime
 #  submitted_by_type    :string
+#  unpaid_reason        :string
 #  created_at           :datetime         not null
 #  updated_at           :datetime         not null
 #  claim_window_id      :uuid
@@ -71,6 +72,10 @@ class Claims::Claim < ApplicationRecord
          draft: "draft",
          submitted: "submitted",
          sent_to_esfa: "sent_to_esfa",
+         paid: "paid",
+         request_information: "request_information",
+         pending_esfa_check: "pending_esfa_check",
+         payment_not_approved: "payment_not_approved",
        },
        validate: true
 

app/policies/claims/claim_policy.rb

@@ -44,6 +44,14 @@ def download_csv?
     user.support_user?
   end
 
+  def information_sent_to_esfa?
+    user.support_user? && record.request_information?
+  end
+
+  def payment_not_approved?
+    user.support_user? && record.request_information?
+  end
+
   private
 
   def current_claim_window?

app/policies/claims/payment/confirmation_policy.rb

@@ -0,0 +1,9 @@
+class Claims::Payment::ConfirmationPolicy < Claims::ApplicationPolicy
+  def new?
+    true
+  end
+
+  def create?
+    Claims::Claim.where(status: %i[sent_to_esfa pending_esfa_check request_information]).any?
+  end
+end

app/services/claims/payment/parse_confirmation.rb

@@ -0,0 +1,25 @@
+class Claims::Payment::ParseConfirmation < ApplicationService
+  def initialize(file:)
+    @file = file
+  end
+
+  def call
+    CSV.foreach(file, headers: true) do |row|
+      next unless row["claim_status"].in? %w[paid unpaid]
+
+      claim = Claims::Claim.find_by(reference: row["claim_reference"])
+
+      next unless claim.status.in? %w[sent_to_esfa pending_esfa_check request_information]
+
+      if row["claim_status"] == "paid"
+        claim.update!(status: :paid)
+      elsif row["claim_status"] == "unpaid"
+        claim.update!(status: :request_information, unpaid_reason: row["claim_unpaid_reason"])
+      end
+    end
+  end
+
+  private
+
+  attr_reader :file
+end

app/views/claims/support/claims/show.html.erb

@@ -14,6 +14,17 @@
         <span><%= render Claim::StatusTagComponent.new(claim: @claim) %></span>
       </div>
 
+      <% if @claim.unpaid_reason.present? %>
+        <%= govuk_inset_text text: t(".unpaid_reason", reason: @claim.unpaid_reason) %>
+      <% end %>
+
+      <% if @claim.request_information? %>
+        <div class="app-page-actions">
+          <%= govuk_button_to t(".actions.information_sent_to_esfa"), information_sent_to_esfa_claims_support_claim_path(@claim), method: :put %>
+          <%= govuk_button_to t(".actions.payment_not_approved"), payment_not_approved_claims_support_claim_path(@claim), secondary: true, method: :put %>
+        </div>
+      <% end %>
+
       <% if @claim.submitted_by_id? %>
         <p class="govuk-body"><%= t(".submitted_by", name: @claim.submitted_by.full_name, date: l(@claim.submitted_on, format: :long)) %></p>
       <% end %>

app/views/claims/support/payments/confirmations/_new_confirmation.html.erb

@@ -0,0 +1,7 @@
+<span class="govuk-caption-l"><%= t(".caption") %></span>
+<h1 class="govuk-heading-l"><%= t(".heading") %></h1>
+
+<%= form_with url: claims_support_payments_confirmations_path do |f| %>
+  <%= f.govuk_file_field :file, label: { text: t(".label") }, accept: "text/csv" %>
+  <%= f.govuk_submit t(".submit") %>
+<% end %>

app/views/claims/support/payments/confirmations/_no_claims_sent_to_esfa.html.erb

@@ -0,0 +1,6 @@
+<%= content_for :page_title, t(".heading") %>
+
+<span class="govuk-caption-l"><%= t(".caption") %></span>
+<h1 class="govuk-heading-l"><%= t(".heading") %></h1>
+
+<p class="govuk-body"><%= t(".description") %></p>

app/views/claims/support/payments/confirmations/new.html.erb

@@ -0,0 +1,21 @@
+<%= render "claims/support/primary_navigation", current: :claims %>
+
+<%= content_for(:before_content) do %>
+  <%= govuk_back_link(href: claims_support_payments_path) %>
+<% end %>
+
+<div class="govuk-width-container" data-controller="filter">
+  <div class="govuk-grid-row">
+    <div class="govuk-grid-column-two-thirds">
+      <% if policy([Claims::Payment, :confirmation]).create? %>
+        <%= render "new_confirmation" %>
+      <% else %>
+        <%= render "no_claims_sent_to_esfa" %>
+      <% end %>
+
+      <p class="govuk-body">
+        <%= govuk_link_to t(".cancel"), claims_support_payments_path %>
+      </p>
+    </div>
+  </div>
+</div>

app/views/claims/support/payments/index.html.erb

@@ -15,7 +15,7 @@
     <p class="govuk-body"><strong><%= t(".results", count: @pagy.count) %></strong></p>
 
     <div class="govuk-!-margin-bottom-2">
-      <% claims.each do |claim| %>
+      <% @claims.each do |claim| %>
         <%= render Claim::CardComponent.new(claim:) %>
       <% end %>
     </div>

app/views/claims/support/payments/instructions.html.erb

@@ -9,7 +9,7 @@
   <h2 class="govuk-heading-m"><%= t(".sub_heading") %></h2>
 
   <%= govuk_button_link_to t(".send_to_esfa"), new_claims_support_payment_path %>
-  <%= govuk_button_link_to t(".upload_esfa_response"), "#", secondary: true %>
+  <%= govuk_button_link_to t(".upload_esfa_response"), new_claims_support_payments_confirmation_path, secondary: true %>
 
   <p class="govuk-body"><%= t(".no_claims") %></p>
 </div>

config/analytics.yml

@@ -86,6 +86,7 @@ shared:
     - reviewed
     - previous_revision_id
     - claim_window_id
+    - unpaid_reason
   :schools:
     - id
     - urn

config/locales/en/claims/support/claims.yml

@@ -30,6 +30,7 @@ en:
           provider: Accredited provider
           mentor_with_index: Mentor %{index}
           mentor: Mentor
+          unpaid_reason: "This payment was not approved because: %{reason}"
           submitted_by: Submitted by %{name} on %{date}.
           actions:
             information_sent_to_esfa: Information sent to ESFA

config/locales/en/claims/support/payments/confirmations.yml

@@ -0,0 +1,18 @@
+en:
+  claims:
+    support:
+      payments:
+        confirmations:
+          new:
+            cancel: Cancel
+          new_confirmation:
+            caption: Payments
+            heading: Upload response from ESFA
+            label: Upload a file
+            submit: Continue
+          no_claims_sent_to_esfa:
+            caption: Payments
+            heading: You cannot upload a response from the ESFA
+            description: You cannot upload a response from the ESFA as there are no claims pending payment.
+          create:
+            success: ESFA response uploaded

config/routes/claims.rb

@@ -68,10 +68,19 @@
 
     resources :claims, only: %i[index show] do
       get :download_csv, on: :collection
+
+      member do
+        put :information_sent_to_esfa
+        put :payment_not_approved
+      end
     end
 
     resources :payments, only: %i[index new create]
 
+    namespace :payments do
+      resources :confirmations, only: %i[new create]
+    end
+
     resources :support_users, path: "support-users" do
       get :check, on: :collection
       get :remove, on: :member

db/migrate/20240918151025_add_paid_and_request_information_to_claim_status.rb

@@ -0,0 +1,6 @@
+class AddPaidAndRequestInformationToClaimStatus < ActiveRecord::Migration[7.2]
+  def change
+    add_enum_value :claim_status, "paid"
+    add_enum_value :claim_status, "request_information"
+  end
+end

db/migrate/20240918154306_add_pending_esfa_check_and_payment_not_approved_claim_statuses.rb

@@ -0,0 +1,6 @@
+class AddPendingESFACheckAndPaymentNotApprovedClaimStatuses < ActiveRecord::Migration[7.2]
+  def change
+    add_enum_value :claim_status, "pending_esfa_check"
+    add_enum_value :claim_status, "payment_not_approved"
+  end
+end

db/migrate/20240919150611_add_unpaid_reason_to_claims.rb

@@ -0,0 +1,5 @@
+class AddUnpaidReasonToClaims < ActiveRecord::Migration[7.2]
+  def change
+    add_column :claims, :unpaid_reason, :string
+  end
+end

db/schema.rb

@@ -17,7 +17,7 @@
 
   # Custom types defined in this database.
   # Note that some types may not work with other database engines. Be careful if changing database.
-  create_enum "claim_status", ["internal_draft", "draft", "submitted", "sent_to_esfa"]
+  create_enum "claim_status", ["internal_draft", "draft", "submitted", "sent_to_esfa", "paid", "request_information", "pending_esfa_check", "payment_not_approved"]
   create_enum "mentor_training_type", ["refresher", "initial"]
   create_enum "placement_status", ["draft", "published"]
   create_enum "placement_year_group", ["year_1", "year_2", "year_3", "year_4", "year_5", "year_6"]
@@ -81,6 +81,7 @@
     t.uuid "previous_revision_id"
     t.boolean "reviewed", default: false
     t.uuid "claim_window_id"
+    t.string "unpaid_reason"
     t.index ["claim_window_id"], name: "index_claims_on_claim_window_id"
     t.index ["created_by_type", "created_by_id"], name: "index_claims_on_created_by"
     t.index ["previous_revision_id"], name: "index_claims_on_previous_revision_id"

spec/factories/claims.rb

@@ -9,6 +9,7 @@
 #  status               :enum
 #  submitted_at         :datetime
 #  submitted_by_type    :string
+#  unpaid_reason        :string
 #  created_at           :datetime         not null
 #  updated_at           :datetime         not null
 #  claim_window_id      :uuid

spec/factories/claims/payments.rb

@@ -1,6 +1,6 @@
 # == Schema Information
 #
-# Table name: payment_deliveries
+# Table name: payments
 #
 #  id         :uuid             not null, primary key
 #  claim_ids  :string           default([]), is an Array
@@ -10,7 +10,7 @@
 #
 # Indexes
 #
-#  index_payment_deliveries_on_sent_by_id  (sent_by_id)
+#  index_payments_on_sent_by_id  (sent_by_id)
 #
 # Foreign Keys
 #

spec/helpers/claims/claim_helper_spec.rb

@@ -3,7 +3,7 @@
 RSpec.describe Claims::ClaimHelper do
   describe "#claim_statuses_for_selection" do
     it "returns an array of claims statuses, except draft statuses" do
-      expect(claim_statuses_for_selection).to contain_exactly("submitted", "sent_to_esfa")
+      expect(claim_statuses_for_selection).to contain_exactly("paid", "payment_not_approved", "pending_esfa_check", "request_information", "sent_to_esfa", "submitted")
     end
   end
 end

spec/models/claims/claim_spec.rb

@@ -9,6 +9,7 @@
 #  status               :enum
 #  submitted_at         :datetime
 #  submitted_by_type    :string
+#  unpaid_reason        :string
 #  created_at           :datetime         not null
 #  updated_at           :datetime         not null
 #  claim_window_id      :uuid
@@ -96,6 +97,10 @@
           draft: "draft",
           submitted: "submitted",
           sent_to_esfa: "sent_to_esfa",
+          paid: "paid",
+          request_information: "request_information",
+          pending_esfa_check: "pending_esfa_check",
+          payment_not_approved: "payment_not_approved",
         )
         .backed_by_column_of_type(:enum)
     end

spec/system/claims/support/payments/view_payments_tab_spec.rb

@@ -25,6 +25,6 @@ def then_i_should_see_the_payment_actions
     expect(page).to have_css("h2", text: "Payments")
 
     expect(page).to have_link("Send claims to ESFA", href: new_claims_support_payment_path)
-    expect(page).to have_link("Upload ESFA response")
+    expect(page).to have_link("Upload ESFA response", href: new_claims_support_payments_confirmation_path)
   end
 end