pre-fill Cx Collection Detail if using an A11 form

app/controllers/admin/cx_collection_details_controller.rb

@@ -18,6 +18,18 @@ def show
   def new
     @cx_collection_detail = CxCollectionDetail.new
     @cx_collection_detail.cx_collection_id = params[:collection_id]
+
+    if params[:form_id]
+      @form = Form.find_by_short_uuid(params[:form_id])
+      @cx_collection_detail.form = @form
+      @cx_collection_detail.service_stage_id = @form.service_stage_id
+      @cx_collection_detail.transaction_point = :post_interaction
+      @cx_collection_detail.survey_type = :thumbs_up_down if @form.kind == "a11_v2"
+      @cx_collection_detail.survey_title = @form.title
+      @cx_collection_detail.omb_control_number = @form.omb_approval_number
+      @cx_collection_detail.trust_question_text = @form.questions.first.text
+      @cx_collection_detail.volume_of_customers_provided_survey_opportunity = @form.survey_form_activations
+    end
   end
 
   def edit
@@ -35,6 +47,11 @@ def create
     respond_to do |format|
       if @cx_collection_detail.save
         Event.log_event(Event.names[:cx_collection_detail_created], @cx_collection_detail.class.to_s, @cx_collection_detail.id, "CX Collection Detail #{@cx_collection_detail.id} created at #{DateTime.now}", current_user.id)
+
+        if @cx_collection_detail.form
+          CxCollectionDetailUpload.create!(user: current_user, cx_collection_detail: @cx_collection_detail)
+        end
+
         format.html { redirect_to upload_admin_cx_collection_detail_url(@cx_collection_detail), notice: "CX Collection Detail was successfully created." }
         format.json { render :upload, status: :created, location: @cx_collection_detail }
       else
@@ -160,6 +177,22 @@ def set_cx_collections
     end
 
     def cx_collection_detail_params
-      params.require(:cx_collection_detail).permit(:cx_collection_id, :transaction_point, :channel, :service_stage_id, :volume_of_customers, :volume_of_customers_provided_survey_opportunity, :volume_of_respondents, :omb_control_number, :federal_register_url, :reflection_text, :survey_type, :survey_title, :trust_question_text)
+      params.require(:cx_collection_detail)
+        .permit(
+          :cx_collection_id,
+          :transaction_point,
+          :channel,
+          :service_stage_id,
+          :volume_of_customers,
+          :volume_of_customers_provided_survey_opportunity,
+          :volume_of_respondents,
+          :omb_control_number,
+          :federal_register_url,
+          :reflection_text,
+          :survey_type,
+          :survey_title,
+          :trust_question_text,
+          :form_id,
+        )
     end
 end

app/controllers/admin/cx_collections_controller.rb

@@ -26,6 +26,8 @@ def show
 
     def new
       @cx_collection = CxCollection.new
+      @cx_collection.quarter = FiscalYear.fiscal_year_and_quarter(Date.today)[:quarter]
+      @cx_collection.fiscal_year = FiscalYear.fiscal_year_and_quarter(Date.today)[:year]
     end
 
     def edit

app/models/cx_collection_detail.rb

@@ -3,6 +3,7 @@
 class CxCollectionDetail < ApplicationRecord
   belongs_to :cx_collection
   belongs_to :service_stage, optional: true
+  belongs_to :form, optional: true
   has_many :cx_responses, dependent: :delete_all
   has_many :cx_collection_detail_uploads
   has_one :service_provider, through: :cx_collection

app/models/cx_collection_detail_upload.rb

@@ -6,7 +6,7 @@ class CxCollectionDetailUpload < ApplicationRecord
   belongs_to :cx_collection_detail
   has_many :cx_responses, dependent: :delete_all
 
-  after_create :process_csv_in_a_worker
+  after_create :process_records_in_a_worker
 
   aasm do
     state :created, initial: true
@@ -24,8 +24,15 @@ class CxCollectionDetailUpload < ApplicationRecord
     end
   end
 
-  def process_csv_in_a_worker
-    process_csv
+  def process_records_in_a_worker
+    if self.key?
+      process_csv
+    elsif self.cx_collection_detail.form
+      fiscal_quarter_dates = FiscalYear.fiscal_quarter_dates(self.cx_collection_detail.cx_collection.fiscal_year, self.cx_collection_detail.cx_collection.quarter)
+      start_date = fiscal_quarter_dates[:start_date]
+      end_date = fiscal_quarter_dates[:end_date]
+      upload_form_results(form_id: self.cx_collection_detail.form_id, start_date:, end_date:)
+    end
   end
 
   def process_csv
@@ -73,4 +80,39 @@ def process_csv
     end
   end
 
+  def upload_form_results(form_id:, start_date:, end_date:)
+    @form = Form.find(form_id)
+
+    job_id = SecureRandom.hex[0..9]
+    update_attribute(:job_id, job_id)
+
+    responses = @form.to_a11_v2_array(start_date:, end_date:)
+    responses.each do |response|
+      # Create the CxResponse record
+      CxResponse.create!({
+        cx_collection_detail_id: cx_collection_detail.id,
+        cx_collection_detail_upload_id: self.id,
+        job_id: job_id,
+        external_id: response[0],
+        question_1: response[:answer_01],
+        positive_effectiveness: response[:answer_02_effectiveness],
+        positive_ease: response[:answer_02_ease],
+        positive_efficiency: response[:answer_02_efficiency],
+        positive_transparency: response[:answer_02_transparency],
+        positive_humanity: response[:answer_02_humanity],
+        positive_employee: response[:answer_02_employee],
+        positive_other: response[:answer_02_other],
+        negative_effectiveness: response[:answer_03_effectiveness],
+        negative_ease: response[:answer_03_ease],
+        negative_efficiency: response[:answer_03_efficiency],
+        negative_transparency: response[:answer_03_transparency],
+        negative_humanity: response[:answer_03_humanity],
+        negative_employee: response[:answer_03_employee],
+        negative_other: response[:answer_03_other],
+        question_4: response[:answer_04],
+      })
+    end
+
+  end
+
 end

app/models/form.rb

@@ -448,6 +448,39 @@ def to_a11_v2_csv(start_date: nil, end_date: nil)
     end
   end
 
+  def to_a11_v2_array(start_date: nil, end_date: nil)
+    non_flagged_submissions = submissions
+      .non_flagged
+      .where(created_at: start_date..end_date)
+      .order('created_at')
+    return nil if non_flagged_submissions.blank?
+
+    answer_02_options = self.questions.where(answer_field: "answer_02").first.question_options.collect(&:value)
+    answer_03_options = self.questions.where(answer_field: "answer_03").first.question_options.collect(&:value)
+
+    non_flagged_submissions.map do |submission|
+      {
+        id: submission.id,
+        answer_01: submission.answer_01,
+        answer_02_effectiveness: submission.answer_02 && submission.answer_02.split(",").include?("effectiveness") ? 1 :(answer_02_options.include?("effectiveness") ? 0 : 'null'),
+        answer_02_ease: submission.answer_02 && submission.answer_02.split(",").include?("ease") ? 1 : (answer_02_options.include?("ease") ? 0 : 'null'),
+        answer_02_efficiency: submission.answer_02 && submission.answer_02.split(",").include?("efficiency") ? 1 : (answer_02_options.include?("efficiency") ? 0 : 'null'),
+        answer_02_transparency: submission.answer_02 && submission.answer_02.split(",").include?("transparency") ? 1 : (answer_02_options.include?("transparency") ? 0 : 'null'),
+        answer_02_humanity: submission.answer_02 && submission.answer_02.split(",").include?("humanity") ? 1 : (answer_02_options.include?("humanity") ? 0 : 'null'),
+        answer_02_employee: submission.answer_02 && submission.answer_02.split(",").include?("employee") ? 1 : (answer_02_options.include?("employee") ? 0 : 'null'),
+        answer_02_other: submission.answer_02 && submission.answer_02.split(",").include?("other") ? 1 : (answer_02_options.include?("other") ? 0 : 'null'),
+        answer_03_effectiveness: submission.answer_03 && submission.answer_03.split(",").include?("effectiveness") ? 1 : (answer_03_options.include?("effectiveness") ? 0 : 'null'),
+        answer_03_ease: submission.answer_03 && submission.answer_03.split(",").include?("ease") ? 1 : (answer_03_options.include?("ease") ? 0 : 'null'),
+        answer_03_efficiency: submission.answer_03 && submission.answer_03.split(",").include?("efficiency") ? 1 : (answer_03_options.include?("efficiency") ? 0 : 'null'),
+        answer_03_transparency: submission.answer_03 && submission.answer_03.split(",").include?("transparency") ? 1 : (answer_03_options.include?("transparency") ? 0 : 'null'),
+        answer_03_humanity: submission.answer_03 && submission.answer_03.split(",").include?("humanity") ? 1 : (answer_03_options.include?("humanity") ? 0 : 'null'),
+        answer_03_employee: submission.answer_03 && submission.answer_03.split(",").include?("employee") ? 1 : (answer_03_options.include?("employee") ? 0 : 'null'),
+        answer_03_other: submission.answer_03 && submission.answer_03.split(",").include?("other") ? 1 : (answer_03_options.include?("other") ? 0 : 'null'),
+        answer_04: submission.answer_04,
+      }
+    end
+  end
+
   def user_role?(user:)
     role = user_roles.find_by_user_id(user.id)
     role.present? ? role.role : nil

app/views/admin/cx_collection_details/_form.html.erb

@@ -132,6 +132,17 @@
   </div>
 
   <br>
+  <% if @cx_collection_detail.form %>
+  <%= form.hidden_field :form_id, value: @cx_collection_detail.form_id %>
+  <div class="usa-alert usa-alert--info font-sans-2xs">
+    <div class="usa-alert__body">
+      <p class="usa-alert__text">
+        CxResponses will be created for the form titled "<%= @cx_collection_detail.form.title %>"
+        for Q<%= @cx_collection_detail.cx_collection.quarter %>FY<%= @cx_collection_detail.cx_collection.fiscal_year %>.
+      </p>
+    </div>
+  </div>
+  <% else %>
   <div class="usa-alert usa-alert--info font-sans-2xs">
     <div class="usa-alert__body">
       <p class="usa-alert__text">
@@ -140,6 +151,7 @@
       </p>
     </div>
   </div>
+  <% end %>
 
   <p>
     <%= form.submit class: "usa-button" %>

app/views/admin/cx_collection_details/upload.html.erb

@@ -61,7 +61,7 @@
   <% end %>
 </div>
 
-<table class="usa-table">
+<table class="usa-table width-full">
   <thead>
     <tr>
       <th>User</th>
@@ -70,9 +70,9 @@
       <th>Timestamp</th>
       <th>Uploaded record count</th>
       <%- if service_manager_permissions? %>
-      <th></th>
-      <th></th>
-      <th></th>
+      <th>Job ID</th>
+      <th>Process file?</th>
+      <th>Delete?</th>
       <% end %>
     </tr>
   </thead>
@@ -87,7 +87,7 @@
           <%= upload.user.email %>
         </td>
         <td>
-          <%= link_to "Uploaded file", s3_presigned_url(upload.key) %>
+          <%= link_to "Uploaded file", s3_presigned_url(upload.key) if upload.key %>
         </td>
         <td>
           <%= upload.size %>

app/views/admin/cx_collections/_form.html.erb

@@ -74,7 +74,7 @@
   <div class="usa-alert usa-alert--info usa-alert--slim font-sans-2xs">
     <div class="usa-alert__body">
       <p class="usa-alert__text">
-        After creating this collection, you can add survey results in the following screen.
+        After creating this collection, you can add survey results on the following screen.
       </p>
     </div>
   </div>

app/views/admin/cx_collections/show.html.erb

@@ -144,12 +144,23 @@
         </table>
       </div>
       <%- if @cx_collection.draft? %>
-      <p>
+      <div>
         <%= link_to new_admin_cx_collection_detail_path(collection_id: @cx_collection.id), class: "usa-button usa-button--outline" do %>
           <i class="fa fa-plus"></i>
           Add detail record
         <% end %>
-      </p>
+
+        <div class="margin-top-2 margin-bottom-2">
+        <% Form.where(kind: "a11_v2").where(service_id: @cx_collection.service_id).each do |form| %>
+          <%= link_to new_admin_cx_collection_detail_path(collection_id: @cx_collection.id, form_id: form.to_param), class: "usa-button usa-button--outline" do %>
+          <i class="fa fa-plus"></i>
+            Add detail record from A-11 v2 form
+          <% end %>
+          <%= form.name %> -
+          <%= form.title %>
+        <% end %>
+        </div>
+      </div>
       <% end %>
     </div>
 

app/views/admin/forms/_form_manager_options.html.erb

@@ -92,7 +92,7 @@
               <div class="usa-hint font-sans-2xs">
                 YYYY-MM-DD
               </div>
-              <%= f.text_field :expiration_date, class: "usa-input" %>
+              <%= f.date_field :expiration_date, class: "usa-input" %>
             </div>
 
             <fieldset class="usa-fieldset margin-top-2">

app/views/admin/services/show.html.erb

@@ -284,7 +284,7 @@
     CX Data Collections (V2)
   </h4>
   <%- if @cx_collections.present? %>
-  <table class="usa-table">
+  <table class="usa-table width-full">
     <thead>
       <tr>
         <th data-sortable scope="col">

db/migrate/20250206004746_add_form_id_to_cx_collection_details.rb

@@ -0,0 +1,5 @@
+class AddFormIdToCxCollectionDetails < ActiveRecord::Migration[7.2]
+  def change
+    add_column :cx_collection_details, :form_id, :string
+  end
+end

db/schema.rb

@@ -97,6 +97,7 @@
     t.text "trust_question_text"
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
+    t.string "form_id"
   end
 
   create_table "cx_collections", force: :cascade do |t|

lib/fiscal_year.rb

@@ -1,4 +1,21 @@
 module FiscalYear
+  def self.fiscal_quarter_dates(fiscal_year, fiscal_quarter)
+    fiscal_year = fiscal_year.to_i
+    start_date, end_date = case fiscal_quarter.to_i
+      when 1 then [Date.new(fiscal_year - 1, 10, 1), Date.new(fiscal_year - 1, 12, 31)] # Q1: Oct - Dec of the prior calendar year relativ to the fiscal year
+      when 2 then [Date.new(fiscal_year, 1, 1), Date.new(fiscal_year, 3, 31)]  # Q2: Jan - Mar
+      when 3 then [Date.new(fiscal_year, 4, 1), Date.new(fiscal_year, 6, 30)]  # Q3: Apr - Jun
+      when 4 then [Date.new(fiscal_year, 7, 1), Date.new(fiscal_year, 9, 30)]  # Q4: Jul - Sep
+      else
+        raise ArgumentError, "Invalid quarter: #{fiscal_quarter}. Must be 1, 2, 3, or 4."
+      end
+
+    {
+      start_date: start_date.beginning_of_day,
+      end_date: end_date.end_of_day
+    }
+  end
+
   def self.first_day_of_fiscal_quarter(date)
     # Adjust the month to align with the fiscal year starting in October
     fiscal_month = (date.month - 10) % 12 + 1

spec/features/admin/cx_collections_spec.rb

@@ -98,7 +98,7 @@
         let(:current_year) { Time.zone.now.strftime('%Y') }
 
         before do
-          expect(page).to have_content('After creating this collection, you can add survey results in the following screen.')
+          expect(page).to have_content('After creating this collection, you can add survey results on the following screen.')
           fill_in("cx_collection_service_provider_id", with: service_provider.name)
           find("#cx_collection_service_provider_id--list").click
           fill_in("cx_collection_service_id", with: service.name)

spec/features/admin/forms_spec.rb

@@ -740,7 +740,7 @@
         describe 'editing form PRA info' do
           before do
             fill_in 'form_omb_approval_number', with: 'OAN-1234'
-            fill_in 'form_expiration_date', with: '2022-01-30'
+            fill_in 'form_expiration_date', with: '01/30/2022'
             click_on 'Update Form Options'
             expect(page).to have_content('Form Manager forms options updated successfully')
           end

spec/lib/fiscal_year_spec.rb

@@ -3,6 +3,34 @@
 describe FiscalYear do
   include ActiveSupport::Testing::TimeHelpers
 
+  describe '#fiscal_quarter_dates' do
+    context 'when the current date is before October 1st' do
+      it 'returns the start and end dates for Q2 2025' do
+        start_and_end_dates = FiscalYear.fiscal_quarter_dates(2025, 2)
+        expect(start_and_end_dates[:start_date]).to eq(Date.parse("2025-01-01").beginning_of_day)
+        expect(start_and_end_dates[:end_date]).to eq(Date.parse("2025-03-31").end_of_day)
+      end
+
+      it 'returns the start and end dates for Q3 2026' do
+        start_and_end_dates = FiscalYear.fiscal_quarter_dates(2026, 3)
+        expect(start_and_end_dates[:start_date]).to eq(Date.parse("2026-04-01").beginning_of_day)
+        expect(start_and_end_dates[:end_date]).to eq(Date.parse("2026-06-30").end_of_day)
+      end
+
+      it 'returns the start and end dates for Q4 2027' do
+        start_and_end_dates = FiscalYear.fiscal_quarter_dates(2027, 4)
+        expect(start_and_end_dates[:start_date]).to eq(Date.parse("2027-07-01").beginning_of_day)
+        expect(start_and_end_dates[:end_date]).to eq(Date.parse("2027-09-30").end_of_day)
+      end
+
+      it 'returns the start and end dates for Q1 2028' do
+        start_and_end_dates = FiscalYear.fiscal_quarter_dates(2028, 1)
+        expect(start_and_end_dates[:start_date]).to eq(Date.parse("2027-10-01").beginning_of_day)
+        expect(start_and_end_dates[:end_date]).to eq(Date.parse("2027-12-31").end_of_day)
+      end
+    end
+  end
+
   describe '#fiscal_year_and_quarter' do
     context 'when the current date is before October 1st' do
       it 'returns the correct fiscal year and quarter for First Day of the Fiscal Year' do