987: Adds Caseworker PDF view (#219)

* WIP

* Passing rspec

* Remove vestigial

* Map in all found identities

* Use locals

* Check for correct job

* Add supported for identity job

app/app/components/pinwheel_data_point_component.rb

@@ -97,4 +97,11 @@ def employer_address(address)
       value: address
     }
   end
+
+  def client_full_name(full_name)
+    {
+      label: I18n.t("cbv.summaries.show.pdf.caseworker.client_full_name"),
+      value: full_name
+    }
+  end
 end

app/app/controllers/cbv/summaries_controller.rb

@@ -6,6 +6,7 @@ class Cbv::SummariesController < Cbv::BaseController
   before_action :set_employments, only: %i[show update]
   before_action :set_incomes, only: %i[show update]
   before_action :set_payments, only: %i[show update]
+  before_action :set_identities, only: %i[show update]
   skip_before_action :ensure_cbv_flow_not_yet_complete, if: -> { params[:format] == "pdf" }
 
   def show
@@ -22,7 +23,7 @@ def show
           cbv_flow_id: @cbv_flow.id
         })
 
-        render pdf: "#{@cbv_flow.id}", layout: "pdf"
+        render pdf: "#{@cbv_flow.id}", layout: "pdf", locals: { is_caseworker: false }
       end
     end
   end
@@ -70,7 +71,8 @@ def transmit_to_caseworker
         cbv_flow: @cbv_flow,
         payments: @payments,
         employments: @employments,
-        incomes: @incomes
+        incomes: @incomes,
+        identities: @identities
       ).summary_email.deliver_now
       @cbv_flow.touch(:transmitted_at)
     end

app/app/controllers/concerns/cbv/reports_helper.rb

@@ -4,7 +4,7 @@ module Cbv::ReportsHelper
   include Cbv::PaymentsHelper
 
   def payments_grouped_by_employer
-    summarize_by_employer(@payments, @employments, @incomes)
+    summarize_by_employer(@payments, @employments, @incomes, @identities)
   end
 
   def set_employments(account_id = nil)
@@ -15,11 +15,15 @@ def set_incomes(account_id = nil)
     @incomes = account_id.nil? ? fetch_incomes : fetch_incomes_for_account_id(account_id)
   end
 
+  def set_identities(account_id = nil)
+    @identities = account_id.nil? ? fetch_identities : fetch_identity_for_account_id(account_id)
+  end
+
   def total_gross_income
     @payments.reduce(0) { |sum, payment| sum + payment[:gross_pay_amount] }
   end
 
-  def summarize_by_employer(payments, employments, incomes)
+  def summarize_by_employer(payments, employments, incomes, identities)
     payments
       .each_with_object({}) do |payment, hash|
         account_id = payment[:account_id]
@@ -33,7 +37,8 @@ def summarize_by_employer(payments, employments, incomes)
           has_income_data: has_income_data,
           has_employment_data: has_employment_data,
           income: has_income_data && incomes.find { |income| income["account_id"] == account_id },
-          employment: has_employment_data && employments.find { |employment| employment["account_id"] == account_id }
+          employment: has_employment_data && employments.find { |employment| employment["account_id"] == account_id },
+          identity: identities.find { |identity| identity["account_id"] == account_id }
         }
         hash[account_id][:total] += payment[:gross_pay_amount]
         hash[account_id][:payments] << payment
@@ -64,6 +69,17 @@ def fetch_incomes_for_account_id(account_id)
     pinwheel.fetch_income_metadata(account_id: account_id)["data"]
   end
 
+  def fetch_identities
+    fetch_end_user_account_ids.map do |account_id|
+      next [] unless does_pinwheel_account_support_job?(account_id, "identity")
+      fetch_identity_for_account_id account_id
+    end.flatten
+  end
+
+  def fetch_identity_for_account_id(account_id)
+    pinwheel.fetch_identity(account_id: account_id)["data"]
+  end
+
   def does_pinwheel_account_support_job?(account_id, job)
     pinwheel_account = PinwheelAccount.find_by_pinwheel_account_id(account_id)
     return false unless pinwheel_account

app/app/mailers/caseworker_mailer.rb

@@ -23,11 +23,14 @@ def set_params
     @payments = params[:payments] if params[:payments]
     @employments = params[:employments]
     @incomes = params[:incomes]
+    @identities = params[:identities]
+    # shows caseworker-specific data
+    @is_caseworker = true
   end
 
   def generate_pdf
     WickedPdf.new.pdf_from_string(
-      render_to_string(template: "cbv/summaries/show", layout: "pdf", formats: [ :pdf ])
+      render_to_string(template: "cbv/summaries/show", layout: "pdf", formats: [ :pdf ], locals: { is_caseworker: true })
     )
   end
 end

app/app/models/pinwheel_account.rb

@@ -4,19 +4,22 @@ class PinwheelAccount < ApplicationRecord
   EVENTS_MAP = {
     "employment.added" => :employment_synced_at,
     "income.added" => :income_synced_at,
+    "identity.added" => :identity_synced_at,
     "paystubs.fully_synced" => :paystubs_synced_at
   }
 
   EVENTS_ERRORS_MAP = {
     "employment.added" => :employment_errored_at,
     "income.added" => :income_errored_at,
+    "identity.added" => :identity_errored_at,
     "paystubs.fully_synced" => :paystubs_errored_at
   }
 
   def has_fully_synced?
     (supported_jobs.exclude?("paystubs") || paystubs_synced_at.present?) &&
     (supported_jobs.exclude?("employment") || employment_synced_at.present?) &&
-    (supported_jobs.exclude?("income") || income_synced_at.present?)
+    (supported_jobs.exclude?("income") || income_synced_at.present?) &&
+    (supported_jobs.exclude?("identity") || income_synced_at.present?)
   end
 
   def job_succeeded?(job)

app/app/services/pinwheel_service.rb

@@ -75,6 +75,10 @@ def fetch_employment(account_id:)
     @http.get(build_url("#{ACCOUNTS_ENDPOINT}/#{account_id}/employment")).body
   end
 
+  def fetch_identity(account_id:)
+    @http.get(build_url("#{ACCOUNTS_ENDPOINT}/#{account_id}/identity")).body
+  end
+
   def fetch_income_metadata(account_id:)
     @http.get(build_url("#{ACCOUNTS_ENDPOINT}/#{account_id}/income")).body
   end

app/app/services/pinwheel_webhook_manager.rb

@@ -13,6 +13,7 @@ class PinwheelWebhookManager
     paystubs.fully_synced
     employment.added
     income.added
+    identity.added
   ]
 
   def initialize

app/app/views/cbv/summaries/show.pdf.erb

@@ -1,16 +1,56 @@
 <h1><%= t(".pdf.client.header") %></h1>
 
-<p><%= t(".pdf.client.description") %></p>
+<% if is_caseworker %>
+  <p><%= t(".pdf.caseworker.description") %></p>
+  <div class="usa-alert usa-alert--info">
+    <div class="usa-alert__body">
+      <p class="usa-alert__text">
+        <strong><%= t(".pdf.caseworker.how_to_header") %></strong>
+        <%= t(".pdf.caseworker.how_to") %>
+      </p>
+    </div>
+  </div>
+<% else %>
+  <p><%= t(".pdf.client.description") %></p>
+<% end %>
 
 <h2><%= t(".pdf.client.client_report_information") %></h2>
 
+<% if is_caseworker %>
+  <%= render(TableComponent.new) do |table| %>
+    <%= table.with_header do %>
+      <h3 class="margin-0">Client Information</h3>
+    <% end %>
+    <%= table.with_row(
+      label: t(".pdf.caseworker.first_name"),
+      value: @cbv_flow.cbv_flow_invitation.first_name
+    ) %>
+    <%= table.with_row(
+      label: t(".pdf.caseworker.middle_name"),
+      value: @cbv_flow.cbv_flow_invitation.middle_name
+    ) %>
+    <%= table.with_row(
+      label: t(".pdf.caseworker.last_name"),
+      value: @cbv_flow.cbv_flow_invitation.last_name
+    ) %>
+    <%= table.with_row(
+      label: t(".pdf.caseworker.client_id_number"),
+      value: @cbv_flow.cbv_flow_invitation.client_id_number
+    ) %>
+    <%= table.with_row(
+      label: t(".pdf.caseworker.case_number"),
+      value: @cbv_flow.cbv_flow_invitation.case_number
+    ) %>
+  <% end %>
+<% end %>
+
 <%= render(TableComponent.new) do |table| %>
   <%= table.with_header do %>
     <h3 class="margin-0">Report details</h3>
   <% end %>
   <% if @cbv_flow.confirmation_code.present? %>
     <%= table.with_row(
-      label: t(".confirmation_code"),
+      label: t(".pdf.shared.confirmation_code"),
       value: @cbv_flow.confirmation_code)
     %>
   <% end %>
@@ -26,6 +66,12 @@
     label: t(".pdf.client.date_range"),
     value: "#{format_parsed_date(@cbv_flow.cbv_flow_invitation.paystubs_query_begins_at)} to #{format_parsed_date(@cbv_flow.cbv_flow_invitation.snap_application_date)}")
   %>
+  <% if is_caseworker %>
+    <%= table.with_row(
+      label: t(".pdf.caseworker.agreement_consent_timestamp"),
+      value: @cbv_flow.consented_to_authorized_use_at)
+    %>
+  <% end %>
 <% end %>
 
 <h2><%= t(".pdf.client.employment_payment_details") %></h2>
@@ -38,6 +84,9 @@
       <%= table.with_header do %>
         <h3 class="margin-0"><%= summary[:employer_name] %> Employment Information</h3>
       <% end %>
+      <% if is_caseworker %>
+        <%= table.with_data_point(:client_full_name, summary[:identity]["full_name"]) %>
+      <% end %>
       <% if summary[:has_employment_data] %>
         <%= table.with_data_point(:employer_phone, summary[:employment]["employer_phone_number"]["value"]) %>
         <%= table.with_data_point(:employer_address, summary[:employment]["employer_address"]["raw"]) %>

app/config/locales/en.yml

@@ -235,6 +235,17 @@ en:
         none_found: No payments found. Please refresh the page after a few minutes.
         payment: Payment of %{amount} before taxes on %{date}
         pdf:
+          caseworker:
+            agreement_consent_timestamp: Agreement Consent Timestamp
+            case_number: Case number
+            client_full_name: Client full name (linked to payroll account)
+            client_id_number: CIN
+            description: The following income information was retrieved with the client's consent and has been submitted by them to their benefits agency. The client is also able to download a client-facing copy of this report.
+            first_name: Client's first name
+            how_to: This report includes payment information from the past 90 days. In most cases, you only need to review income from the last 30 days for eligibility purposes. Use data beyond the 30-day period only if necessary. Key fields for income verification are highlighted in yellow.
+            how_to_header: 'How to use this report:'
+            last_name: Client's last name
+            middle_name: Client's middle name
           client:
             address: Employer address
             client_report_information: Client and Report Information
@@ -243,6 +254,8 @@ en:
             description: We have collected your income information with your consent and sent it to your benefits agency. Any additional income that you weren't able to add to this report should be shared separately with your benefits agency.
             employment_payment_details: Employment and payment details
             header: Income Verification Report
+          shared:
+            confirmation_code: Confirmation code
         phone_number: Employer phone
         send_report: Share my report with benefits agency
         table_caption: 'Employer %{number}: %{employer_name}'

app/db/migrate/20240826161050_add_error_event_column_for_identity.rb

@@ -0,0 +1,6 @@
+class AddErrorEventColumnForIdentity < ActiveRecord::Migration[7.1]
+  def change
+    add_column :pinwheel_accounts, :identity_errored_at, :timestamp
+    add_column :pinwheel_accounts, :identity_synced_at, :timestamp
+  end
+end

app/db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2024_08_14_203311) do
+ActiveRecord::Schema[7.1].define(version: 2024_08_26_161050) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -74,6 +74,8 @@
     t.datetime "employment_errored_at", precision: nil
     t.datetime "income_errored_at", precision: nil
     t.datetime "paystubs_errored_at", precision: nil
+    t.datetime "identity_errored_at", precision: nil
+    t.datetime "identity_synced_at", precision: nil
     t.index ["cbv_flow_id"], name: "index_pinwheel_accounts_on_cbv_flow_id"
   end
 

app/spec/controllers/cbv/summaries_controller_spec.rb

@@ -3,7 +3,7 @@
 RSpec.describe Cbv::SummariesController do
   include PinwheelApiHelper
 
-  let(:supported_jobs) { %w[income paystubs employment] }
+  let(:supported_jobs) { %w[income paystubs employment identity] }
   let(:flow_started_seconds_ago) { 300 }
   let(:employment_errored_at) { nil }
   let(:cbv_flow) { create(:cbv_flow, :with_pinwheel_account, created_at: flow_started_seconds_ago.seconds.ago, case_number: "ABC1234", supported_jobs: supported_jobs, employment_errored_at: employment_errored_at) }
@@ -27,6 +27,7 @@
       stub_request_end_user_paystubs_response
       stub_request_employment_info_response unless employment_errored_at
       stub_request_income_metadata_response if supported_jobs.include?("income")
+      stub_request_identity_response
     end
 
     context "when rendering views" do
@@ -113,6 +114,7 @@
       stub_request_end_user_paystubs_response
       stub_request_employment_info_response
       stub_request_income_metadata_response
+      stub_request_identity_response
     end
 
     context "without consent" do

app/spec/controllers/concerns/cbv/reports_helper_spec.rb

@@ -17,6 +17,10 @@
     load_relative_json_file('request_income_metadata_response.json')['data']
   end
 
+  let(:identities) do
+    load_relative_json_file('request_identity_response.json')['data']
+  end
+
   let(:parsed_payments) do
     helper.parse_payments(payments)
   end
@@ -29,7 +33,7 @@
 
   describe "aggregate payments" do
     it "groups by employer" do
-      expect(helper.summarize_by_employer(parsed_payments, [ employments ], [ incomes ])).to eq({
+      expect(helper.summarize_by_employer(parsed_payments, [ employments ], [ incomes ], [ identities ])).to eq({
         account_id => {
           employer_name: "Acme Corp",
           payments: [
@@ -56,6 +60,7 @@
           has_employment_data: true,
           employment: employments,
           income: incomes,
+          identity: identities,
           total: 480720
         }
       })

app/spec/factories/pinwheel_account.rb

@@ -5,5 +5,6 @@
     paystubs_synced_at { DateTime.now }
     employment_synced_at { DateTime.now }
     income_synced_at { DateTime.now }
+    identity_synced_at { DateTime.now }
   end
 end

app/spec/mailers/caseworker_mailer_spec.rb

@@ -6,14 +6,16 @@
   let(:payments) { stub_post_processed_payments(account_id) }
   let(:employments) { stub_employments(account_id) }
   let(:incomes) { stub_incomes(account_id) }
+  let(:identities) { stub_identities(account_id) }
   let(:email_address) { "[email protected]" }
   let(:mail) {
     CaseworkerMailer.with(
       email_address: email_address,
       cbv_flow: cbv_flow,
       payments: payments,
       employments: employments,
-      incomes: incomes
+      incomes: incomes,
+      identities: identities
     ).summary_email.deliver_now
   }
 

app/spec/mailers/previews/caseworker_mailer_preview.rb

@@ -9,6 +9,7 @@ def summary_email
     payments = stub_post_processed_payments(cbv_flow.pinwheel_accounts.first.pinwheel_account_id)
     employments = stub_employments(cbv_flow.pinwheel_accounts.first.pinwheel_account_id)
     incomes = stub_incomes(cbv_flow.pinwheel_accounts.first.pinwheel_account_id)
-    CaseworkerMailer.with(cbv_flow: cbv_flow, case_number: "12345", payments: payments, employments: employments, incomes: incomes).summary_email
+    identities = stub_identities(cbv_flow.pinwheel_accounts.first.pinwheel_account_id)
+    CaseworkerMailer.with(cbv_flow: cbv_flow, case_number: "12345", payments: payments, employments: employments, incomes: incomes, identities: identities).summary_email
   end
 end

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

@@ -0,0 +1 @@
+{"data":{"id":"9583558c-f54c-455d-9519-554416106a0a","created_at":"2024-08-23T19:26:34.541298+00:00","updated_at":"2024-08-23T19:26:34.541298+00:00","account_id":"03e29160-f7e7-4a28-b2d8-813640e030d3","full_name":"Ash Userton","emails":["[email protected]"],"date_of_birth":"1993-08-28","last_four_ssn":"1234","address":{"raw":"20429 Pinwheel Drive, New York City, NY 99999","line1":"20429 Pinwheel Drive","line2":null,"city":"New York City","state":"NY","postal_code":"99999","country":"US"},"phone_numbers":[{"value":"+12345556789","type":null}]},"meta":{"refreshed_at":"2024-08-23T19:26:34.676325+00:00"}}

app/spec/support/pinwheel_api_helper.rb

@@ -98,6 +98,15 @@ def request_employment_info_response_null_employment_status_bug
       )
   end
 
+  def stub_request_identity_response
+    stub_request(:get, %r{#{PinwheelService::ACCOUNTS_ENDPOINT}/[0-9a-fA-F\-]{36}/identity})
+      .to_return(
+        status: 200,
+        body: load_relative_json_file('request_identity_response.json').to_json,
+        headers: { 'Content-Type': 'application/json;charset=UTF-8' }
+      )
+  end
+
   def load_relative_file(filename)
     File.read(File.join(
       File.dirname(__FILE__),