[CAPT-1797] Ops reports

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 +1,25 @@
+class ReportsJob < CronJob
+  self.cron_expression = "0 6 * * *" # 6AM daily
+
+  def perform
+    Rails.logger.info "Generating Ops reports"
+
+    csv = Reports::FailedQualificationClaims.new.to_csv
+
+    Report
+      .find_or_initialize_by(name: Reports::FailedQualificationClaims::NAME)
+      .update!(csv: csv, number_of_rows: csv.lines.count - 1)
+
+    csv = Reports::FailedProviderCheckClaims.new.to_csv
+
+    Report
+      .find_or_initialize_by(name: Reports::FailedProviderCheckClaims::NAME)
+      .update!(csv: csv, number_of_rows: csv.lines.count - 1)
+
+    csv = Reports::DuplicateClaims.new.to_csv
+
+    Report
+      .find_or_initialize_by(name: Reports::DuplicateClaims::NAME)
+      .update!(csv: csv, number_of_rows: csv.lines.count - 1)
+  end
+end

app/models/policies/further_education_payments/eligibility.rb

@@ -94,6 +94,10 @@ def eligible_itt_subject
         nil
       end
 
+      def verification_assertion(name)
+        assertion_hash[name]
+      end
+
       private
 
       def provider_and_claimant_names_match?
@@ -116,6 +120,12 @@ def provider_first_name
       def provider_last_name
         verification.dig("verifier", "last_name")
       end
+
+      def assertion_hash
+        @assertion_hash ||= verification.fetch("assertions").map do |assertion|
+          [assertion["name"], assertion["outcome"]]
+        end.to_h
+      end
     end
   end
 end

app/models/report.rb

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

app/models/reports/duplicate_claims.rb

@@ -0,0 +1,64 @@
+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
+        .includes(:eligibility)
+        .approved
+        .where(academic_year: AcademicYear.current)
+        .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 << ClaimPresenter.new(claim).to_a
+        end
+      end
+    end
+
+    private
+
+    class ClaimPresenter
+      include Admin::ClaimsHelper
+      include ActionView::Helpers::NumberHelper
+
+      def initialize(claim)
+        @claim = claim
+      end
+
+      def to_a
+        [
+          claim.reference,
+          claim.eligibility.try(: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
+
+      private
+
+      attr_reader :claim
+    end
+  end
+end

app/models/reports/failed_provider_check_claims.rb

@@ -0,0 +1,106 @@
+require "csv"
+require "excel_utils"
+
+module Reports
+  class FailedProviderCheckClaims
+    NAME = "Claims with failed provider check"
+
+    HEADERS = [
+      "Claim reference",
+      "Full name",
+      "Claim amount",
+      "Claim status",
+      "Decision date",
+      "Decision agent",
+      "Contract of employment",
+      "Teaching responsibilities",
+      "First 5 years of teaching",
+      "One full term",
+      "Timetabled teaching hours",
+      "Age range taught",
+      "Subject",
+      "Course",
+      "2.5 hours weekly teaching",
+      "Performance",
+      "Disciplinary"
+    ]
+
+    def initialize
+      @claims = Claim
+        .by_policy(Policies::FurtherEducationPayments)
+        .approved
+        .where(academic_year: AcademicYear.current)
+        .joins(:tasks)
+        .merge(Task.where(name: "provider_verification", passed: false))
+        .includes(:eligibility, decisions: :created_by)
+    end
+
+    def to_csv
+      CSV.generate(
+        row_sep: "\r\n",
+        write_headers: true,
+        headers: HEADERS
+      ) do |csv|
+        @claims.each do |claim|
+          csv << ClaimPresenter.new(claim).to_a
+        end
+      end
+    end
+
+    private
+
+    class ClaimPresenter
+      include Admin::ClaimsHelper
+      include ActionView::Helpers::NumberHelper
+
+      def initialize(claim)
+        @claim = claim
+      end
+
+      def to_a
+        [
+          claim.reference,
+          claim.full_name,
+          number_to_currency(claim.award_amount, precision: 0),
+          status(claim),
+          approval_date,
+          approval.created_by.full_name,
+          present_assertion("contract_type"),
+          present_assertion("teaching_responsibilities"),
+          present_assertion("further_education_teaching_start_year"),
+          present_assertion("taught_at_least_one_term"),
+          present_assertion("teaching_hours_per_week"),
+          present_assertion("half_teaching_hours"),
+          present_assertion("subjects_taught"),
+          # The provider verifies the courses taught question as part of
+          # verifying the subjects taught question, so these two columns will
+          # always be the same.
+          present_assertion("subjects_taught"),
+          present_assertion("teaching_hours_per_week_next_term"),
+          present_assertion("subject_to_formal_performance_action"),
+          present_assertion("subject_to_disciplinary_action")
+        ]
+      end
+
+      private
+
+      attr_reader :claim
+
+      def approval_date
+        I18n.l(approval.created_at.to_date, format: :day_month_year)
+      end
+
+      def approval
+        @approval ||= claim.decisions.reject(&:undone).last
+      end
+
+      def present_assertion(name)
+        case claim.eligibility.verification_assertion(name)
+        when true then "Yes"
+        when false then "No"
+        else "N/A" # fixed and variable contracts have different assertions
+        end
+      end
+    end
+  end
+end

app/models/reports/failed_qualification_claims.rb

@@ -0,0 +1,118 @@
+require "csv"
+require "excel_utils"
+
+module Reports
+  class FailedQualificationClaims
+    NAME = "Claims with failed qualification status"
+    HEADERS = [
+      "Claim reference",
+      "Teacher reference number",
+      "Policy",
+      "Status",
+      "Decision date",
+      "Decision agent",
+      "Applicant answers - Qualification",
+      "Applicant answers - ITT start year",
+      "Applicant answers - ITT subject",
+      "DQT API - ITT subjects",
+      "DQT API - ITT start date",
+      "DQT API - QTS award date",
+      "DQT API - Qualification name"
+    ].freeze
+
+    def initialize
+      @claims = Claim
+        .approved
+        .where(academic_year: AcademicYear.current)
+        .joins(:tasks).merge(Task.where(name: "qualifications", passed: false))
+        .includes(:eligibility, decisions: :created_by)
+    end
+
+    def to_csv
+      CSV.generate(write_headers: true, headers: HEADERS) do |csv|
+        @claims.each do |claim|
+          csv << ClaimPresenter.new(claim).to_a
+        end
+      end
+    end
+
+    class ClaimPresenter
+      include Admin::ClaimsHelper
+
+      def initialize(claim)
+        @claim = claim
+      end
+
+      def to_a
+        [
+          claim.reference,
+          claim.eligibility.teacher_reference_number,
+          I18n.t("#{claim.policy.locale_key}.policy_acronym"),
+          status(claim),
+          I18n.l(approval.created_at.to_date, format: :day_month_year),
+          approval.created_by.full_name,
+          qualification,
+          itt_academic_year,
+          eligible_itt_subject,
+          itt_subjects,
+          itt_start_date,
+          qts_award_date,
+          qualification_name
+        ]
+      end
+
+      private
+
+      attr_reader :claim
+
+      def approval
+        @approval ||= claim.decisions.reject(&:undone).last
+      end
+
+      # StudentLoans doesn't have an eligible_itt_subject
+      def eligible_itt_subject
+        claim.eligibility.try(:eligible_itt_subject)
+      end
+
+      # StudentLoans doesn't have an itt_academic_year
+      def itt_academic_year
+        claim.eligibility.try(:itt_academic_year)
+      end
+
+      # StudentLoans doesn't have a qualification
+      def qualification
+        claim.eligibility.try(:qualification)
+      end
+
+      def itt_subjects
+        dqt_teacher_record&.itt_subjects&.join(", ")
+      end
+
+      def itt_start_date
+        date = dqt_teacher_record&.itt_start_date
+
+        return unless date
+
+        I18n.l(date, format: :day_month_year)
+      end
+
+      def qts_award_date
+        date = dqt_teacher_record&.qts_award_date
+
+        return unless date
+
+        I18n.l(date, format: :day_month_year)
+      end
+
+      def qualification_name
+        dqt_teacher_record&.qualification_name
+      end
+
+      def dqt_teacher_record
+        @dqt_teacher_record ||= if claim.has_dqt_record?
+          Dqt::Teacher.new(claim.dqt_teacher_status)
+        end
+      end
+    end
+  end
+end

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

@@ -16,6 +16,7 @@
     <%= link_to "Upload TPS data", new_admin_tps_data_upload_path, class: "govuk-button govuk-button--secondary", data: { module: "govuk-button" }, role: :button %>
     <%= link_to "Upload SLC data", new_admin_student_loans_data_upload_path, class: "govuk-button govuk-button--secondary", data: { module: "govuk-button" }, role: :button %>
     <%= link_to "Upload fraud prevention data", new_admin_fraud_risk_csv_upload_path, class: "govuk-button govuk-button--secondary", data: { module: "govuk-button" }, role: :button %>
+    <%= link_to "Reports", admin_reports_path, class: "govuk-button govuk-button--secondary", data: { module: "govuk-button" }, role: :button %>
 
     <%= render "allocations_form" %>