initial spike

app/controllers/admin/reports_controller.rb

@@ -0,0 +1,18 @@
+module Admin
+  class ReportsController < BaseAdminController
+    before_action :ensure_service_operator
+
+    def index
+      @reports = Report.order(created_at: :desc)
+    end
+
+    def show
+      respond_to do |format|
+        format.csv {
+          report = Report.find(params[:id])
+          send_data report.csv, filename: "#{report.name.parameterize(separator: "_")}_#{report.created_at.iso8601}.csv"
+        }
+      end
+    end
+  end
+end

app/jobs/reports_job.rb

@@ -0,0 +1,14 @@
+class ReportsJob < CronJob
+  self.cron_expression = "0 6 * * 2#2" # second Tuesday of the month
+
+  def perform
+    Rails.logger.info "Generating Ops reports"
+
+    csv = Reports::DuplicateClaims.new.to_csv
+    Report.create!(name: Reports::DuplicateClaims::NAME, csv: csv, number_of_rows: csv.lines.count - 1)
+    csv = Reports::FailedQualificationClaims.new.to_csv
+    Report.create!(name: Reports::FailedQualificationClaims::NAME, csv: csv, number_of_rows: csv.lines.count - 1)
+    csv = Reports::FailedProviderCheckClaims.new.to_csv
+    Report.create!(name: Reports::FailedProviderCheckClaims::NAME, csv: csv, number_of_rows: csv.lines.count - 1)
+  end
+end

app/models/report.rb

@@ -0,0 +1,2 @@
+class Report < ApplicationRecord
+end

app/models/reports/duplicate_claims.rb

@@ -0,0 +1,47 @@
+require "csv"
+require "excel_utils"
+
+module Reports
+  class DuplicateClaims
+    include Admin::ClaimsHelper
+
+    NAME = "Duplicate Approved Claims"
+    HEADERS = [
+      "Claim reference",
+      "Teacher reference number",
+      "Full name",
+      "Policy name",
+      "Claim amount",
+      "Claim status",
+      "Decision date",
+      "Decision agent"
+    ].freeze
+
+    def initialize
+      @claims = Claim.approved.select { |claim| Claim::MatchingAttributeFinder.new(claim).matching_claims.any? }
+    end
+
+    def to_csv
+      CSV.generate(write_headers: true, headers: HEADERS) do |csv|
+        @claims.each do |claim|
+          csv << row(
+            claim.reference,
+            claim.eligibility.teacher_reference_number,
+            claim.full_name,
+            claim.policy,
+            claim.award_amount,
+            status(claim),
+            claim.latest_decision.created_at,
+            claim.latest_decision.created_by.full_name
+          )
+        end
+      end
+    end
+
+    private
+
+    def row(*entries)
+      entries.map { |entry| ExcelUtils.escape_formulas(entry) }
+    end
+  end
+end

app/models/reports/failed_provider_check_claims.rb

@@ -0,0 +1,72 @@
+require "csv"
+require "excel_utils"
+
+module Reports
+  class FailedProviderCheckClaims
+    include Admin::ClaimsHelper
+
+    def self.provider_verification_label(field)
+      I18n.t("further_education_payments.admin.task_questions.provider_verification.#{field}.label")
+    end
+    private_class_method :provider_verification_label
+
+    NAME = "Claims with failed provider check"
+    HEADERS = [
+      "Claim reference",
+      "Teacher reference number",
+      "Full name",
+      "Claim amount",
+      "Claim status",
+      "Decision date",
+      "Decision agent",
+      "Provider response: #{provider_verification_label("contract_type")}",
+      "Provider response: #{provider_verification_label("teaching_responsibilities")}",
+      "Provider response: #{provider_verification_label("further_education_teaching_start_year")}",
+      "Provider response: #{provider_verification_label("teaching_hours_per_week")}",
+      "Provider response: #{provider_verification_label("half_teaching_hours")}",
+      "Provider response: #{provider_verification_label("subjects_taught")}",
+      "Provider response: #{provider_verification_label("taught_at_least_one_term")}",
+      "Provider response: #{provider_verification_label("teaching_hours_per_week_next_term")}"
+    ].freeze
+
+    def initialize
+      @claims = Claim.includes(:tasks)
+        .where(eligibility_type: "Policies::FurtherEducationPayments::Eligibility", tasks: {name: "provider_verification", passed: false})
+        .approved
+    end
+
+    def to_csv
+      CSV.generate(write_headers: true, headers: HEADERS) do |csv|
+        @claims.each do |claim|
+          csv << row(
+            claim.reference,
+            claim.eligibility.teacher_reference_number,
+            claim.full_name,
+            claim.award_amount,
+            status(claim),
+            claim.latest_decision.created_at,
+            claim.latest_decision.created_by.full_name,
+            verification_assertion(claim, "contract_type"),
+            verification_assertion(claim, "teaching_responsibilities"),
+            verification_assertion(claim, "further_education_teaching_start_year"),
+            verification_assertion(claim, "teaching_hours_per_week"),
+            verification_assertion(claim, "half_teaching_hours"),
+            verification_assertion(claim, "subjects_taught"),
+            verification_assertion(claim, "taught_at_least_one_term"),
+            verification_assertion(claim, "teaching_hours_per_week_next_term")
+          )
+        end
+      end
+    end
+
+    private
+
+    def row(*entries)
+      entries.map { |entry| ExcelUtils.escape_formulas(entry) }
+    end
+
+    def verification_assertion(claim, name)
+      claim.eligibility["assertions"].find { |assertion| assertion["name"] == name }["outcome"]
+    end
+  end
+end

app/models/reports/failed_qualification_claims.rb

@@ -0,0 +1,77 @@
+require "csv"
+require "excel_utils"
+
+module Reports
+  class FailedQualificationClaims
+    NAME = "Claims with failed qualification status"
+    HEADERS = [
+      "Claim reference",
+      "Teacher reference number",
+      "Policy name",
+      "Decision date",
+      "Decision agent",
+      "Answered qualification",
+      "Answered ITT start year",
+      "Answered ITT subject",
+      "DQT ITT subjects",
+      "DQT ITT start year",
+      "DQT QTS award date",
+      "DQT qualification name"
+    ].freeze
+
+    def initialize
+      @claims = Claim.includes(:tasks).where(tasks: {name: "qualifications", passed: false}).approved
+    end
+
+    def to_csv
+      CSV.generate(write_headers: true, headers: HEADERS) do |csv|
+        @claims.each do |claim|
+          csv << row(
+            claim.reference,
+            claim.eligibility.teacher_reference_number,
+            claim.policy,
+            claim.latest_decision.created_at,
+            claim.latest_decision.created_by.full_name,
+            claim.eligibility.qualification,
+            claim.eligibility.itt_academic_year.start_year,
+            claim.eligibility.eligible_itt_subject,
+            dqt_itt_subjects(claim),
+            dqt_itt_start_date(claim),
+            dqt_qts_date(claim),
+            dqt_qts_qualification_name(claim)
+          )
+        end
+      end
+    end
+
+    private
+
+    def row(*entries)
+      entries.map { |entry| ExcelUtils.escape_formulas(entry) }
+    end
+
+    def dqt_itt_subjects(claim)
+      unless claim.dqt_teacher_status.empty?
+        claim.dqt_teacher_status["initial_teacher_training"].fetch_values("subject1", "subject2", "subject3").compact.join(",")
+      end
+    end
+
+    def dqt_itt_start_date(claim)
+      unless claim.dqt_teacher_status.empty?
+        claim.dqt_teacher_status["initial_teacher_training"]["programme_start_date"]
+      end
+    end
+
+    def dqt_qts_date(claim)
+      unless claim.dqt_teacher_status.empty?
+        claim.dqt_teacher_status["qualified_teacher_status"]["qts_date"]
+      end
+    end
+
+    def dqt_qts_qualification_name(claim)
+      unless claim.dqt_teacher_status.empty?
+        claim.dqt_teacher_status["qualified_teacher_status"]["name"]
+      end
+    end
+  end
+end

app/views/admin/reports/index.html.erb

@@ -0,0 +1,32 @@
+<% content_for(:page_title) { page_title("Download Reports") } %>
+
+<% content_for :back_link do %>
+  <%= govuk_back_link href: admin_root_path %>
+<% end %>
+
+<div class="govuk-grid-row">
+  <div class="govuk-grid-column-full">
+    <h1 class="govuk-heading-xl">
+      Reports
+    </h1>
+
+    <table class="govuk-table">
+      <thead class="govuk-table__head">
+        <tr class="govuk-table__row">
+          <th scope="col" class="govuk-table__header">Name</th>
+          <th scope="col" class="govuk-table__header">Created At</th>
+          <th scope="col" class="govuk-table__header">Number of rows</th>
+        </tr>
+      </thead>
+      <tbody class="govuk-table__body">
+        <% @reports.each do |report| %>
+          <tr class="govuk-table__row">
+            <td class="govuk-table__cell"><%= govuk_link_to report.name, admin_report_path(report, format: :csv) %></td>
+            <td class="govuk-table__cell"><%= l(report.created_at) %></td>
+            <td class="govuk-table__cell"><%= report.number_of_rows %></td>
+          </tr>
+        <% end %>
+      </tbody>
+    </table>
+  </div>
+</div>

app/views/application/_admin_menu.html.erb

@@ -14,6 +14,9 @@
       <li class="govuk-header__navigation-item">
         <%= link_to "Manage services", admin_journey_configurations_path, class: "govuk-header__link" %>
       </li>
+      <li class="govuk-header__navigation-item">
+        <%= link_to "Reports", admin_reports_path, class: "govuk-header__link" %>
+      </li>
     <% end %>
     <li class="govuk-header__navigation-item">
       <%= link_to "Sign out", admin_sign_out_path, method: :delete, class: "govuk-header__link" %>

config/analytics_blocklist.yml

@@ -131,3 +131,10 @@
   - verification
   :journeys_sessions:
   - answers
+  :reports:
+  - id
+  - name
+  - csv
+  - created_at
+  - updated_at
+  - number_of_rows

config/routes.rb

@@ -159,6 +159,7 @@ def matches?(request)
     resources :levelling_up_premium_payments_awards, only: [:index, :create]
     resource :eligible_ey_providers, only: [:create, :show], path: "eligible-early-years-providers"
     resource :eligible_fe_providers, only: [:create, :show], path: "eligible-further-education-providers"
+    resources :reports, only: [:index, :show]
 
     get "refresh-session", to: "sessions#refresh", as: :refresh_session
 

db/migrate/20241007141638_create_reports.rb

@@ -0,0 +1,11 @@
+class CreateReports < ActiveRecord::Migration[7.0]
+  def change
+    create_table :reports, id: :uuid do |t|
+      t.string :name
+      t.text :csv
+      t.integer :number_of_rows
+
+      t.timestamps
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.0].define(version: 2024_09_24_113642) do
+ActiveRecord::Schema[7.0].define(version: 2024_10_07_141638) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "citext"
   enable_extension "pg_trgm"
@@ -111,7 +111,7 @@
     t.text "onelogin_idv_first_name"
     t.text "onelogin_idv_last_name"
     t.date "onelogin_idv_date_of_birth"
-    t.datetime "started_at", precision: nil, null: false
+    t.datetime "started_at", precision: nil
     t.index ["academic_year"], name: "index_claims_on_academic_year"
     t.index ["created_at"], name: "index_claims_on_created_at"
     t.index ["eligibility_type", "eligibility_id"], name: "index_claims_on_eligibility_type_and_eligibility_id"
@@ -419,6 +419,14 @@
     t.string "itt_subject"
   end
 
+  create_table "reports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+    t.string "name"
+    t.text "csv"
+    t.integer "number_of_rows"
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+  end
+
   create_table "school_workforce_censuses", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
     t.string "teacher_reference_number"
     t.datetime "created_at", null: false