Allow emailing the PDF report to caseworkers

George/ffs 777 (#60)

* Consolidating commits as to not expose the email address previously hardcoded, but has since replaced with an env var

* fixing rubocop issues

* formatting variable

* addressing some feedback, cleaning up en translations, updated ApplicantMailer to use in-memory pdf attachment rather than a temp file

* removed comment about retrieving the case_number from the session, it's irrelevant

* no need for an http [PATCH] route

* updating mailer attachment to be properly rendered

* tests passing for pdf email attachment to caseworker

* added body to caseworker summary email

* updated applicant_mailer preview so that the view inherits the appropriate variables

* updated share endpoint test to use pinwheel stub... merging main

* cbv flows controller tests passing

* following a few best practices for applicant_mailer, consolidated view related helpers into a single ViewHelper class, normalized en.yml

* updated how the test email is resolved \n Added controller POST /share test

* removed SLACK_TEST_EMAIL env var from tests

* ran rubocop for linting

app/.env

@@ -2,3 +2,4 @@ NGROK_URL=
 CBV_INVITE_SECRET=development
 DOMAIN_NAME=localhost
 PINWHEEL_API_TOKEN=API secret
+SLACK_TEST_EMAIL=

app/app/controllers/application_controller.rb

@@ -1,4 +1,5 @@
 class ApplicationController < ActionController::Base
+  helper :view
   around_action :switch_locale
 
   def switch_locale(&action)

app/app/controllers/cbv_flows_controller.rb

@@ -1,5 +1,6 @@
 class CbvFlowsController < ApplicationController
   before_action :set_cbv_flow
+  before_action :set_payments, only: [:summary, :share]
 
   def entry
   end
@@ -15,17 +16,6 @@ def summary
       return redirect_to next_path
     end
 
-    @payments = fetch_payroll.map do |payment|
-      {
-        employer: payment["employer_name"],
-        amount: payment["net_pay_amount"].to_i,
-        start: payment["pay_period_start"],
-        end: payment["pay_period_end"],
-        hours: payment["earnings"][0]["hours"],
-        rate: payment["earnings"][0]["rate"]
-      }
-    end
-
     respond_to do |format|
       format.html
       format.pdf do
@@ -35,6 +25,8 @@ def summary
   end
 
   def share
+    email_address = ENV["SLACK_TEST_EMAIL"]
+    ApplicantMailer.with(email_address: email_address, cbv_flow: @cbv_flow, payments: @payments).caseworker_summary_email.deliver_now
   end
 
   def reset
@@ -66,6 +58,19 @@ def set_cbv_flow
     session[:cbv_flow_id] = @cbv_flow.id
   end
 
+  def set_payments
+    @payments = fetch_payroll.map do |payment|
+      {
+        employer: payment["employer_name"],
+        amount: payment["net_pay_amount"].to_i,
+        start: payment["pay_period_start"],
+        end: payment["pay_period_end"],
+        hours: payment["earnings"][0]["hours"],
+        rate: payment["earnings"][0]["rate"]
+      }
+    end
+  end
+
   def next_path
     case params[:action]
     when "entry"
@@ -78,21 +83,22 @@ def next_path
       root_url
     end
   end
+
   helper_method :next_path
 
   def fetch_employers(query = "")
     request_params = {
       q: query,
-      supported_jobs: [ "paystubs" ]
+      supported_jobs: ["paystubs"]
     }
 
     provider.fetch_items(request_params)["data"]
   end
 
   def fetch_payroll
-    account_ids = provider.fetch_accounts(end_user_id: @cbv_flow.pinwheel_end_user_id)["data"].map { |account| account["id"] }
+    end_user_account_ids = provider.fetch_accounts(end_user_id: @cbv_flow.pinwheel_end_user_id)["data"].map { |account| account["id"] }
 
-    account_ids.map do |account_id|
+    end_user_account_ids.map do |account_id|
       provider.fetch_paystubs(account_id: account_id)["data"]
     end.flatten
   end

app/app/helpers/application_helper.rb → app/app/helpers/view_helper.rb

@@ -1,4 +1,4 @@
-module ApplicationHelper
+module ViewHelper
   def format_active_locale(locale_string)
     link_classes = "usa-nav__link"
     if locale_string.to_sym == I18n.locale

app/app/mailers/applicant_mailer.rb

@@ -1,8 +1,35 @@
 class ApplicantMailer < ApplicationMailer
-  attr_reader :email_address
+  before_action :set_params
+  helper :view
 
   def invitation_email
-    @link = params[:link]
-    mail(to: params[:email_address], subject: I18n.t("applicant_mailer.invitation_email.subject"))
+    mail(
+      to: @email_address,
+      subject: I18n.t("applicant_mailer.invitation_email.subject")
+    )
+  end
+
+  def caseworker_summary_email
+    attachments["income_verification.pdf"] = generate_pdf
+    mail(
+      to: @email_address,
+      subject: I18n.t("applicant_mailer.caseworker_summary_email.subject", case_number: @cbv_flow.case_number),
+      body: I18n.t("applicant_mailer.caseworker_summary_email.body")
+    )
+  end
+
+  private
+
+  def set_params
+    @cbv_flow = params[:cbv_flow]
+    @email_address = params[:email_address]
+    @link = params[:link] if params[:link]
+    @payments = params[:payments] if params[:payments]
+  end
+
+  def generate_pdf
+    WickedPdf.new.pdf_from_string(
+      render_to_string(template: "cbv_flows/summary", formats: [ :pdf ])
+    )
   end
 end

app/app/views/applicant_mailer/caseworker_summary_email.html.erb

@@ -0,0 +1,5 @@
+<%= t('.greeting') %>
+
+<%= t('.body') %>
+
+<%= t('.thank_you') %>

app/app/views/cbv_flows/share.html.erb

@@ -6,9 +6,10 @@
   <%= t('.body') %>
 </p>
 
-<button class="usa-button" type="button">
-  <%= t('.share_with_caseworker') %>
-</button>
+<%= form_with url: cbv_flow_share_path(@cbv_flow), method: :post, local: true do |form| %>
+  <%= form.button t('.share_with_caseworker'), type: 'submit', class: 'usa-button' %>
+<% end %>
+
 <%= link_to cbv_flow_summary_path(format: 'pdf'), target: '_blank', class: 'usa-button margin-top-3 usa-button--outline' do %>
   <%= t('.download_pdf') %>
 <% end %>

app/config/locales/en.yml

@@ -1,6 +1,9 @@
 ---
 en:
   applicant_mailer:
+    caseworker_summary_email:
+      body: Applicant has submitted their income verification. Please find the attached PDF.
+      subject: 'Applicant Income Verification: %{case_number}'
     invitation_email:
       body: A government agency has requested that you verify your income in connection with your application for benefits. Please click this link to begin the process.
       greeting: Hello,

app/config/routes.rb

@@ -17,9 +17,9 @@
       get "/employer_search" => "cbv_flows#employer_search"
       patch "/summary" => "cbv_flows#summary"
       get "/summary" => "cbv_flows#summary"
-      patch "/share" => "cbv_flows#share"
+      # share
       get "/share" => "cbv_flows#share"
-
+      post "/share" => "cbv_flows#share"
       # Utility route to clear your session; useful during development
       get "/reset" => "cbv_flows#reset"
 

app/spec/controllers/cbv_flows_controller_spec.rb

@@ -1,8 +1,10 @@
 require "rails_helper"
 
 RSpec.describe CbvFlowsController do
+  include PinwheelApiHelper
+
   around do |ex|
-    stub_environment_variable("PINWHEEL_API_TOKEN", "foobar", &ex)
+    stub_environment_variable("SLACK_TEST_EMAIL", "[email protected]", &ex)
   end
 
   describe "#entry" do
@@ -17,8 +19,8 @@
     it "sets a CbvFlow object in the session" do
       expect { get :entry }
         .to change { session[:cbv_flow_id] }
-        .from(nil)
-        .to(be_an(Integer))
+              .from(nil)
+              .to(be_an(Integer))
     end
 
     context "when following a link from a flow invitation" do
@@ -27,14 +29,14 @@
       it "sets a CbvFlow object based on the invitation" do
         expect { get :entry, params: { token: invitation.auth_token } }
           .to change { session[:cbv_flow_id] }
-          .from(nil)
-          .to(be_an(Integer))
+                .from(nil)
+                .to(be_an(Integer))
 
         cbv_flow = CbvFlow.find(session[:cbv_flow_id])
         expect(cbv_flow).to have_attributes(
-          case_number: "ABC1234",
-          cbv_flow_invitation: invitation
-        )
+                              case_number: "ABC1234",
+                              cbv_flow_invitation: invitation
+                            )
       end
 
       context "when returning to an already-visited flow invitation" do
@@ -43,8 +45,8 @@
         it "uses the existing CbvFlow object" do
           expect { get :entry, params: { token: invitation.auth_token } }
             .to change { session[:cbv_flow_id] }
-            .from(nil)
-            .to(existing_cbv_flow.id)
+                  .from(nil)
+                  .to(existing_cbv_flow.id)
         end
       end
 
@@ -58,8 +60,8 @@
         it "replaces the session's CbvFlow id with the one from the link token" do
           expect { get :entry, params: { token: invitation.auth_token } }
             .to change { session[:cbv_flow_id] }
-            .from(other_cbv_flow.id)
-            .to(be_an(Integer))
+                  .from(other_cbv_flow.id)
+                  .to(be_an(Integer))
         end
       end
 
@@ -115,8 +117,8 @@
       skip "saves the token in the CbvFlow model" do
         expect { get :employer_search }
           .to change { cbv_flow.reload.pinwheel_token_id }
-          .from(nil)
-          .to(pinwheel_token_id)
+                .from(nil)
+                .to(pinwheel_token_id)
       end
     end
   end
@@ -128,6 +130,8 @@
 
     before do
       session[:cbv_flow_id] = cbv_flow.id
+      stub_request_end_user_accounts_response
+      stub_request_end_user_paystubs_response
     end
 
     skip "renders properly" do
@@ -142,8 +146,8 @@
         expect do
           patch :summary, params: { cbv_flow: { additional_information: additional_information } }
         end.to change { cbv_flow.reload.additional_information }
-          .from(nil)
-          .to(additional_information)
+                 .from(nil)
+                 .to(additional_information)
 
         expect(response).to redirect_to(cbv_flow_share_path)
       end
@@ -157,11 +161,27 @@
 
     before do
       session[:cbv_flow_id] = cbv_flow.id
+      stub_request_end_user_paystubs_response
+      stub_request_end_user_accounts_response
     end
 
     it "renders" do
       get :share
       expect(response).to be_successful
     end
+
+    context "when sending an email to the caseworker" do
+      let(:email_address) { "[email protected]" }
+
+      it "sends the email" do
+        expect do
+          post :share
+        end.to change { ActionMailer::Base.deliveries.count }.by(1)
+
+        email = ActionMailer::Base.deliveries.last
+        expect(email.to).to eq([ email_address ])
+        expect(email.subject).to eq("Applicant Income Verification: ABC1234")
+      end
+    end
   end
 end

app/spec/mailers/applicant_mailer_spec.rb

@@ -1,6 +1,12 @@
 require "rails_helper"
 
 RSpec.describe ApplicantMailer, type: :mailer do
+
+  around do |ex|
+    stub_environment_variable("SLACK_TEST_EMAIL", "[email protected]", &ex)
+  end
+
+  let(:payments) { stub_payments }
   let(:email) { '[email protected]' }
   let(:link) { 'www.google.com' }
   let(:mail) { ApplicantMailer.with(email_address: email, link: link).invitation_email }
@@ -20,4 +26,32 @@
   it "renders the body" do
     expect(mail.body.encoded).to match(I18n.t('applicant_mailer.invitation_email.body'))
   end
+
+  describe 'caseworker_summary_email' do
+    let(:cbv_flow) { CbvFlow.create(case_number: "ABC1234", argyle_user_id: "abc-def-ghi") }
+    let(:email_address) { "[email protected]" }
+    let(:mail) {
+      ApplicantMailer.with(
+        email_address: email_address,
+        cbv_flow: cbv_flow,
+        payments: payments).caseworker_summary_email.deliver_now
+    }
+
+    it 'renders the subject with case number' do
+      expect(mail.subject).to eq(I18n.t('applicant_mailer.caseworker_summary_email.subject', case_number: cbv_flow.case_number))
+    end
+
+    it 'sends to the correct email' do
+      expect(mail.to).to eq([ email_address ])
+    end
+
+    it 'renders the body' do
+      expect(mail.body.encoded).to match(I18n.t('applicant_mailer.caseworker_summary_email.body'))
+    end
+
+    it 'attaches a PDF' do
+      expect(mail.attachments['income_verification.pdf']).to be_present
+      expect(mail.attachments['income_verification.pdf'].content_type).to start_with('application/pdf')
+    end
+  end
 end

app/spec/mailers/previews/applicant_mailer_preview.rb

@@ -3,4 +3,11 @@ class ApplicantMailerPreview < ActionMailer::Preview
   def invitation_email
     ApplicantMailer.with(email_address: "[email protected]", link: "http://example.com").invitation_email
   end
+
+  def caseworker_summary_email
+    payments = stub_payments
+
+    cbv_flow = CbvFlow.create(case_number: "ABC1234", argyle_user_id: "abc-def-ghi", email_address: "[email protected]")
+    ApplicantMailer.with(cbv_flow: cbv_flow, case_number: "12345", payments: payments).caseworker_summary_email
+  end
 end

app/spec/support/fixtures/pinwheel/request_end_user_accounts_response.json

@@ -0,0 +1,23 @@
+{
+  "data": [
+    {
+      "connected": true,
+      "created_at": "2021-01-06T15:59:13.530178+00:00",
+      "data_refreshed_at": {
+        "direct_deposit_allocations": "2021-01-09T00:00:00.000000+00:00"
+      },
+      "data_updated_at": {
+        "direct_deposit_allocations": "2021-01-08T00:00:00.000000+00:00"
+      },
+      "end_user_id": "my_user_12345",
+      "id": "eb240ec6-a227-47ca-b7c7-fbbdfe7170a0",
+      "link_token_id": "bd2c09e7-1303-46d5-87c0-0ffa572d7ae4",
+      "monitoring_status": "active",
+      "platform_id": "fce3eee0-285b-496f-9b36-30e976194736"
+    }
+  ],
+  "meta": {
+    "count": 1,
+    "next_cursor": "eyJuYW1lIjogImFtYXpvbiJ9"
+  }
+}