1653 - feat(cms): request case origin from E&O during create case

DFE-Digital · Sep 25, 2023 · 2a0d61e · 2a0d61e
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Showing 22 changed files with 228 additions and 97 deletions.
diff --git a/app/controllers/engagement/cases_controller.rb b/app/controllers/engagement/cases_controller.rb
@@ -72,6 +72,8 @@ def form_params
         :email,
         :phone_number,
         :extension_number,
+        :discovery_method,
+        :discovery_method_other_text,
         :category_id,
         :query_id,
         :other_category,

diff --git a/app/controllers/support/cases/previews_controller.rb b/app/controllers/support/cases/previews_controller.rb
@@ -28,6 +28,8 @@ def form_params
         :email,
         :phone_number,
         :extension_number,
+        :discovery_method,
+        :discovery_method_other_text,
         :category_id,
         :query_id,
         :other_category,

diff --git a/app/controllers/support/cases_controller.rb b/app/controllers/support/cases_controller.rb
@@ -104,6 +104,8 @@ def form_params
         :email,
         :phone_number,
         :extension_number,
+        :discovery_method,
+        :discovery_method_other_text,
         :category_id,
         :query_id,
         :estimated_procurement_completion_date,

diff --git a/app/forms/support/create_case_form.rb b/app/forms/support/create_case_form.rb
@@ -17,6 +17,8 @@ class CreateCaseForm
     option :email, optional: true
     option :phone_number, optional: true
     option :extension_number, optional: true
+    option :discovery_method, optional: true
+    option :discovery_method_other_text, optional: true
     option :source, optional: true
     option :creation_source, optional: true
     option :procurement_amount, ->(value) { value&.gsub(/[£,]/, "") }, optional: true

diff --git a/app/forms/support/create_case_form_schema.rb b/app/forms/support/create_case_form_schema.rb
@@ -11,6 +11,10 @@ class CreateCaseFormSchema < ::Support::Schema
       required(:last_name).value(:string)
       required(:email).value(:string)
       required(:source).value(:string)
+
+      required(:discovery_method).value(:integer)
+      required(:discovery_method_other_text).value(:str?)
+
       optional(:organisation_id).value(:string)
       optional(:organisation_type).value(:string)
       optional(:organisation_name).value(:string)
@@ -60,6 +64,15 @@ class CreateCaseFormSchema < ::Support::Schema
       key(:source).failure(:missing) if value.blank?
     end
 
+    rule(:discovery_method) do
+      key.failure(:invalid) if
+        value < (Support::Case.discovery_methods.values.min) || value > (Support::Case.discovery_methods.values.max)
+    end
+
+    rule(:discovery_method_other_text) do
+      key(:discovery_method_other_text).failure(:missing) if value.blank? && values[:discovery_method].eql?(Support::Case.discovery_methods.keys.index("other"))
+    end
+
     rule(:procurement_amount) do
       validator = Support::Forms::ValidateProcurementAmount.new(value)
       key(:procurement_amount).failure(:invalid) if validator.invalid_number?

diff --git a/app/models/support/case.rb b/app/models/support/case.rb
@@ -81,6 +81,18 @@ class Case < ApplicationRecord
     #   faf             - find a framework
     enum source: { digital: 0, nw_hub: 1, sw_hub: 2, incoming_email: 3, faf: 4, engagement_and_outreach: 5, schools_commercial_team: 6, engagement_and_outreach_cms: 7 }
 
+    # Discovery Method
+    #
+    #   used_before         - I've used this service before
+    #   meeting_or_event    - Meeting or event
+    #   newsletter          - Newsletter
+    #   recommendation      - Recommendation
+    #   search_engine       - Search engine, such as Google
+    #   social_media        - Social media, such as Twitter
+    #   website             - Website, such as GOV.UK
+    #   other               - Other
+    enum discovery_method: { used_before: 0, meeting_or_event: 1, newsletter: 2, recommendation: 3, search_engine: 4, social_media: 5, website: 6, other: 7 }
+
     # Creation Source
     #
     #   default                 - created by a member of the ProcOps team

diff --git a/app/services/support/create_case.rb b/app/services/support/create_case.rb
@@ -21,6 +21,8 @@ def call
         email: @attrs[:email],
         phone_number: @attrs[:phone_number],
         extension_number: @attrs[:extension_number],
+        discovery_method: @attrs[:discovery_method],
+        discovery_method_other_text: @attrs[:discovery_method_other_text],
         request_text: @attrs[:request_text],
         action_required: @attrs.fetch(:action_required, false),
         procurement_amount: @attrs[:procurement_amount],

diff --git a/app/views/engagement/cases/forms/_create_case_form.html.erb b/app/views/engagement/cases/forms/_create_case_form.html.erb
@@ -33,6 +33,8 @@
   <%= form.govuk_phone_field :phone_number, label: { text: I18n.t("support.case_hub_migration.label.phone_number", optional: I18n.t("support.generic.form.optional")) } %>
   <%= form.govuk_phone_field :extension_number, label: { text: I18n.t("support.case_hub_migration.label.extension_number", optional: I18n.t("support.generic.form.optional")) } %>
 
+	<%= render "support/cases/discovery_method/discovery_method", form: form %>
+
   <%= render "support/cases/request_details/form_fields", form: form, show_request_text: false %>
 
   <%= form.govuk_text_field :procurement_amount, width: 5,

diff --git a/app/views/engagement/cases/previews/new.html.erb b/app/views/engagement/cases/previews/new.html.erb
@@ -117,6 +117,26 @@
           </dd>
         </div>
       </dl>
+
+      <h2 class="govuk-heading-m">
+        <%= I18n.t("support.case.label.discovery_method.legend") %>
+      </h2>
+
+      <dl class="govuk-summary-list govuk-!-margin-bottom-9">
+        <div class="govuk-summary-list__row">
+          <dt class="govuk-summary-list__key">
+            <%= I18n.t("support.case.label.discovery_method.field") %>
+          </dt>
+          <dd class="govuk-summary-list__value">
+						<%= I18n.t("support.case.label.discovery_method.#{Support::Case::discovery_methods.keys[@form.discovery_method]}") %>
+						<%= if @form.discovery_method == Support::Case::discovery_methods[:other] && !@form.discovery_method_other_text.empty? then "- #{@form.discovery_method_other_text}" end %>
+          </dd>
+          <dd id="changeDiscoveryMethod" class="govuk-summary-list__actions">
+            <%= form.button I18n.t("generic.button.change_answer"), class: "govuk-link", value: "change" %>
+          </dd>
+        </div>
+      </dl>
+
 
       <h2 class="govuk-heading-m">
         <%= I18n.t("support.case_hub_migration.edit.section.case") %>
@@ -163,21 +183,6 @@
         <% end %>
       </dl>
 
-      <h2 class="govuk-heading-m">
-        <%= I18n.t("support.case_hub_migration.edit.section.source") %>
-      </h2>
-
-      <dl class="govuk-summary-list govuk-!-margin-bottom-9">
-        <div class="govuk-summary-list__row">
-          <dt class="govuk-summary-list__key">
-            <%= I18n.t("support.case_hub_migration.label.case_source") %>
-          </dt>
-          <dd class="govuk-summary-list__value">
-            <%= I18n.t("support.case.label.source.#{@form.source}") %>
-          </dd>
-        </div>
-      </dl>
-
       <h2 class="govuk-heading-m">
         <%= I18n.t("support.case_hub_migration.edit.section.request_text") %>
       </h2>

diff --git a/app/views/support/cases/discovery_method/_discovery_method.html.erb b/app/views/support/cases/discovery_method/_discovery_method.html.erb
@@ -0,0 +1,17 @@
+<%= form.govuk_radio_buttons_fieldset :discovery_method, class: "discovery-method-radios", legend: { size: 'm', text: I18n.t("support.case.label.discovery_method.legend") } do %>
+
+		<%= form.govuk_radio_button :discovery_method, '0', label: { text: I18n.t("support.case.label.discovery_method.used_before") }, link_errors: true %>
+		<%= form.govuk_radio_button :discovery_method, '1', label: { text: I18n.t("support.case.label.discovery_method.meeting_or_event") } %>
+		<%= form.govuk_radio_button :discovery_method, '2', label: { text: I18n.t("support.case.label.discovery_method.newsletter") } %>
+		<%= form.govuk_radio_button :discovery_method, '3', label: { text: I18n.t("support.case.label.discovery_method.recommendation") } %>
+		<%= form.govuk_radio_button :discovery_method, '4', label: { text: I18n.t("support.case.label.discovery_method.search_engine") } %>
+		<%= form.govuk_radio_button :discovery_method, '5', label: { text: I18n.t("support.case.label.discovery_method.social_media") } %>
+		<%= form.govuk_radio_button :discovery_method, '6', label: { text: I18n.t("support.case.label.discovery_method.website") } %>
+		<%= form.govuk_radio_button :discovery_method, '7', label: { text: I18n.t("support.case.label.discovery_method.other") } do %>
+			<%= form.govuk_text_field :discovery_method_other_text,
+						id: "discovery_method_other_text",
+						label: { text: I18n.t("support.case.label.discovery_method.other_text_field") },
+						link_errors: true
+			%>
+		<% end %>		
+<% end %>
diff --git a/app/views/support/cases/forms/_create_case_form.html.erb b/app/views/support/cases/forms/_create_case_form.html.erb
@@ -42,6 +42,8 @@
                              label: { text: I18n.t("support.case_hub_migration.label.extension_number", optional: I18n.t("support.generic.form.optional")) }
   %>
 
+	<%= render "support/cases/discovery_method/discovery_method", form: form %>
+
   <%= render "support/cases/request_details/form_fields", form: form, show_request_text: false %>
 
   <%= form.govuk_text_field :procurement_amount, width: 5,
@@ -55,8 +57,6 @@
   <%= form.govuk_select(:source,
                         [
                           ["Please select", ""],
-                          [I18n.t("support.case.label.source.nw_hub"), "nw_hub"],
-                          [I18n.t("support.case.label.source.sw_hub"), "sw_hub"],
                           [I18n.t("support.case.label.source.engagement_and_outreach"), "engagement_and_outreach"],
                           [I18n.t("support.case.label.source.schools_commercial_team"), "schools_commercial_team"]
                         ],

diff --git a/app/views/support/cases/previews/new.html.erb b/app/views/support/cases/previews/new.html.erb
@@ -118,6 +118,44 @@
           </dd>
         </div>
       </dl>
+
+      <h2 class="govuk-heading-m">
+        <%= I18n.t("support.case.label.discovery_method.legend") %>
+      </h2>
+
+      <dl class="govuk-summary-list govuk-!-margin-bottom-9">
+        <div class="govuk-summary-list__row">
+          <dt class="govuk-summary-list__key">
+            <%= I18n.t("support.case.label.discovery_method.field") %>
+          </dt>
+          <dd class="govuk-summary-list__value">
+						<%= I18n.t("support.case.label.discovery_method.#{Support::Case::discovery_methods.keys[@form.discovery_method]}") %>
+						<%= if @form.discovery_method == Support::Case::discovery_methods[:other] && !@form.discovery_method_other_text.empty? then "- #{@form.discovery_method_other_text}" end %>
+          </dd>
+          <dd id="changeDiscoveryMethod" class="govuk-summary-list__actions">
+            <%= form.button I18n.t("generic.button.change_answer"), class: "govuk-link", value: "change" %>
+          </dd>
+        </div>
+      </dl>
+
+      <h2 class="govuk-heading-m">
+        <%= I18n.t("support.case_hub_migration.edit.section.source") %>
+      </h2>
+
+      <dl class="govuk-summary-list govuk-!-margin-bottom-9">
+        <div class="govuk-summary-list__row">
+          <dt class="govuk-summary-list__key">
+            <%= I18n.t("support.case_hub_migration.label.case_source") %>
+          </dt>
+          <dd class="govuk-summary-list__value">
+            <%= I18n.t("support.case.label.source.#{@form.source}") %>
+          </dd>
+          <dd id="changeSource" class="govuk-summary-list__list__actions">
+            <%= form.button I18n.t("generic.button.change_answer"), class: "govuk-link", value: "change" %>
+          </dd>
+        </div>
+      </dl>
+
 
       <h2 class="govuk-heading-m">
         <%= I18n.t("support.case_hub_migration.edit.section.case") %>
@@ -163,25 +201,7 @@
           </div>
         <% end %>
       </dl>
-
-      <h2 class="govuk-heading-m">
-        <%= I18n.t("support.case_hub_migration.edit.section.source") %>
-      </h2>
-
-      <dl class="govuk-summary-list govuk-!-margin-bottom-9">
-        <div class="govuk-summary-list__row">
-          <dt class="govuk-summary-list__key">
-            <%= I18n.t("support.case_hub_migration.label.case_source") %>
-          </dt>
-          <dd class="govuk-summary-list__value">
-            <%= I18n.t("support.case.label.source.#{@form.source}") %>
-          </dd>
-          <dd id="changeSource" class="govuk-summary-list__list__actions">
-            <%= form.button I18n.t("generic.button.change_answer"), class: "govuk-link", value: "change" %>
-          </dd>
-        </div>
-      </dl>
-
+
       <h2 class="govuk-heading-m">
         <%= I18n.t("support.case_hub_migration.edit.section.request_text") %>
       </h2>

diff --git a/app/views/support/cases/show/_case_details.html.erb b/app/views/support/cases/show/_case_details.html.erb
@@ -57,6 +57,21 @@
         <dd class="govuk-summary-list__actions"></dd>
       </div>
 
+      <div class="govuk-summary-list__row">
+        <dt class="govuk-summary-list__key">
+          <%= I18n.t("support.case.label.discovery_method.field") %>
+        </dt>
+        <dd class="govuk-summary-list__value">
+					<% if current_case.discovery_method.present? %>
+            <%= I18n.t("support.case.label.discovery_method.#{current_case.discovery_method}") %>
+						<%= if current_case.other? && !current_case.discovery_method_other_text.empty? then "- #{current_case.discovery_method_other_text}" end %>
+					<% else %>
+						<%= "Unknown" %>
+					<% end %>
+        </dd>
+        <dd class="govuk-summary-list__actions"></dd>
+      </div>
+
       <div class="govuk-summary-list__row">
         <dt class="govuk-summary-list__key">
           <%= I18n.t("support.case.label.source.header") %>

diff --git a/config/locales/en.yml b/config/locales/en.yml
@@ -955,6 +955,19 @@ en:
           schools_commercial_team: Schools Commercial Team (SCT)
           sw_hub: South West (SW) Hub
           unspecified: "-"
+        discovery_method:
+          legend: Case origin
+          field: Origin
+          please_select: Please select
+          other_text_field: Please specify origin
+          used_before: Used this service before
+          meeting_or_event: Meeting or event
+          newsletter: Newsletter
+          recommendation: Recommendation
+          search_engine: Search engine, such as Google
+          social_media: Social media, such as Twitter
+          website: Website, such as GOV.UK
+          other: Other
         special_requirements: Accessibility
         stage: Stage
         state:

diff --git a/config/locales/validation/support/en.yml b/config/locales/validation/support/en.yml
@@ -117,6 +117,8 @@ en:
       last_name: "" # Omitted
       email: "" # Omitted
       phone_number: Phone number
+      discovery_method: Case origin # Omitted
+      discovery_method_other_text: "" # Omitted
       estimated_procurement_completion_date: Estimated procurement date
       organisation_id: "" # Omitted
       organisation_name: "" # Omitted
@@ -148,6 +150,12 @@ en:
           # value in schema set to 13 as includes the + in +44
           max_size?: "can not have more than 12 digits"
 
+        discovery_method:
+          missing: Select how you heard about this service
+          invalid: unknown selection
+        discovery_method_other_text:
+          missing: Explain how you heard about this service
+
         estimated_procurement_completion_date:
           format?: must follow the format of DD/MM/YYYY
         category_id:

diff --git a/db/migrate/20230906141522_add_discovery_method_to_case.rb b/db/migrate/20230906141522_add_discovery_method_to_case.rb
@@ -0,0 +1,8 @@
+class AddDiscoveryMethodToCase < ActiveRecord::Migration[7.0]
+  def change
+    change_table :support_cases, bulk: true do |t|
+      t.integer :discovery_method
+      t.string :discovery_method_other_text
+    end
+  end
+end