effective_cpd 0.0.1 → 0.1.4

data/app/views/admin/cpd_audit_levels/_form.html.haml

@@ -0,0 +1,24 @@
+= tabs do
+  = tab 'Audit Level' do
+    = render 'admin/cpd_audit_levels/form_cpd_audit_level', cpd_audit_level: cpd_audit_level
+
+  - if cpd_audit_level.persisted?
+    = tab 'Sections and Questions' do
+      %p
+        Each of the following sections is a step on the audit wizard.
+        The All Steps content will be displayed as well as the top and bottom content.
+
+      = tabs do
+        - cpd_audit_level.cpd_audit_level_sections.each do |cpd_audit_level_section|
+          = tab(cpd_audit_level_section.to_s) do
+            = render 'admin/cpd_audit_levels/form_cpd_audit_level_section', cpd_audit_level: cpd_audit_level, cpd_audit_level_section: cpd_audit_level_section
+
+    = tab 'Auditee Wizard' do
+      = render 'admin/cpd_audit_levels/form_content_audit', cpd_audit_level: cpd_audit_level
+
+    = tab 'Audit Reviewer Wizard' do
+      = render 'admin/cpd_audit_levels/form_content_audit_review', cpd_audit_level: cpd_audit_level
+
+    - if cpd_audit_level.respond_to?(:log_changes_datatable)
+      = tab 'Logs' do
+        = render_inline_datatable(cpd_audit_level.log_changes_datatable)

data/app/views/admin/cpd_audit_levels/_form_content_audit.html.haml

@@ -0,0 +1,15 @@
+%p Each of the following content areas will be displayed on the auditee wizard.
+
+= effective_form_with(model: [:admin, cpd_audit_level], engine: true) do |f|
+  = card("All Steps Content") do
+    = f.rich_text_area "rich_text_all_steps_audit_content", label: false,
+      hint: "displayed on all steps"
+
+  %hr
+
+  - Effective::CpdAudit::WIZARD_STEPS.each do |step, title|
+    = card("#{title} Content") do
+      = f.rich_text_area "rich_text_#{step}_audit_content", label: false,
+        hint: "displayed on the auditee wizard #{step} wizard step only"
+
+  = f.submit

data/app/views/admin/cpd_audit_levels/_form_content_audit_review.html.haml

@@ -0,0 +1,15 @@
+%p Each of the following content areas will be displayed on the audit reviewer wizard.
+
+= effective_form_with(model: [:admin, cpd_audit_level], engine: true) do |f|
+  = card("All Steps Content") do
+    = f.rich_text_area "rich_text_all_steps_audit_review_content", label: false,
+      hint: "displayed on all steps"
+
+  %hr
+
+  - Effective::CpdAuditReview::WIZARD_STEPS.each do |step, title|
+    = card("#{title} Content") do
+      = f.rich_text_area "rich_text_#{step}_audit_review_content", label: false,
+        hint: "displayed on the audit reviewer #{step} wizard step only"
+
+  = f.submit

data/app/views/admin/cpd_audit_levels/_form_cpd_audit_level.html.haml

@@ -0,0 +1,52 @@
+= effective_form_with(model: [:admin, cpd_audit_level], engine: true) do |f|
+  = f.text_field :title, hint: 'A title for this kind of audit'
+
+  = f.select :recommendations, f.object.recommendations,
+    label: 'Audit Review recommendation choices', tags: true, placeholder: 'Type to add item...',
+    hint: 'The recommendation made by an audit reviewer when reviewing an audit. Begin typing and then press enter to add a choice'
+
+
+  = f.select :determinations, f.object.determinations,
+    label: 'Audit determination choices', tags: true, placeholder: 'Type to add item...',
+    hint: 'The final determination made by the auditor when closing an audit. Begin typing and then press enter to add a choice.'
+
+  %h2 Sections
+  %p
+    Please add at least one section.
+    Each section is a step on the audit wizard with its own content and questions.
+
+  = f.has_many :cpd_audit_level_sections, class: 'tight' do |fas|
+    = fas.text_field :title, label: false
+
+  %h2 Deadlines
+  %p.text-muted Leave blank for no deadlines
+  .row
+    .col= f.text_field :days_to_submit, label: 'Days for auditee to submit', hint: "The number of business days from the date of notification or approved extension that an auditee has to complete their submission."
+    .col= f.text_field :days_to_review, label: 'Days for auditor to review', hint: "The number of business days from the auditee's deadline that an auditor has to review the submission and provide a recommendation."
+
+  %h2 Workflows
+  %p.text-muted Each of these workflows will be displayed to the audittee and/or auditor on their wizard steps. Leave blank for no deadlines.
+
+  .row
+    .col
+      %h3 Conflict of Interest
+      = f.check_box :conflict_of_interest, label: 'Yes, the auditee and auditor may declare a conflict of interest with their matching'
+
+      = f.show_if :conflict_of_interest, true do
+        = f.text_field :days_to_declare_conflict, label: 'Days to declare conflict of interest', hint: "The number of business days from the date of notification that an auditee and auditors have to declare a conflict of interest with the matching."
+
+    .col
+      %h3 Exemption
+      = f.check_box :can_request_exemption, label: "Yes, the auditee may request an exemption<br><br>".html_safe
+
+      = f.show_if :can_request_exemption, true do
+        = f.text_field :days_to_request_exemption, label: 'Days to request exemption', hint: "The number of business days from the date of notification that an auditee may request an exemption."
+
+    .col
+      %h3 Extension
+      = f.check_box :can_request_extension, label: "Yes, the auditee may request an extension<br><br>"
+
+      = f.show_if :can_request_extension, true do
+        = f.text_field :days_to_request_extension, label: 'Days to request extension', hint: "The number of business days from the date of notification that an auditee may request an extension."
+
+  = effective_submit(f)

data/app/views/admin/cpd_audit_levels/_form_cpd_audit_level_section.html.haml

@@ -0,0 +1,10 @@
+= effective_form_with(model: [:admin, cpd_audit_level], engine: true) do |f|
+  = f.fields_for :cpd_audit_level_sections, cpd_audit_level_section do |fas|
+    = fas.rich_text_area :top_content
+    = fas.rich_text_area :bottom_content
+
+  = f.submit
+
+%h2 Questions
+- datatable = Admin::EffectiveCpdAuditLevelQuestionsDatatable.new(cpd_audit_level_section_id: cpd_audit_level_section.id)
+= render_datatable(datatable, inline: true, simple: true)

data/app/views/admin/cpd_audit_reviews/_cpd_audit_review.html.haml

@@ -0,0 +1 @@
+= render('effective/cpd_audit_reviews/cpd_audit_review', cpd_audit_review: cpd_audit_review)

data/app/views/admin/cpd_audit_reviews/_form.html.haml

@@ -0,0 +1,13 @@
+= effective_form_with(model: [:admin, cpd_audit_review], engine: true) do |f|
+  - if inline_datatable?
+    = f.hidden_field :cpd_audit_id
+    = f.static_field :cpd_audit, label: 'CPD Audit'
+  - else
+    = f.select :cpd_audit_id, Effective::CpdAudit.available.sorted.all
+
+  = render('admin/cpd_audits/audit_reviewer_fields', f: f)
+
+  %p Send email
+  = email_form_fields(f, :cpd_audit_review_opened)
+
+  = effective_submit(f)

data/app/views/admin/cpd_audits/_audit_reviewer_fields.html.haml

@@ -0,0 +1,2 @@
+- collection = current_user.class.send(EffectiveCpd.audit_reviewer_user_scope)
+= f.select :user, { 'Audit Reviewers' => collection }, label: 'Audit Reviewer', polymorphic: true

data/app/views/admin/cpd_audits/_auditee_fields.html.haml

@@ -0,0 +1,2 @@
+- collection = current_user.class.send(EffectiveCpd.auditee_user_scope)
+= f.select :user, { 'Auditees' => collection }, label: 'Auditee', polymorphic: true

data/app/views/admin/cpd_audits/_form.html.haml

@@ -0,0 +1,46 @@
+= tabs do
+  - if cpd_audit.new_record?
+    = tab 'New Audit' do
+      = render 'admin/cpd_audits/form_new', cpd_audit: cpd_audit
+
+  - if cpd_audit.persisted?
+    - if cpd_audit.completed?
+      = tab 'Audit' do
+        = render 'effective/cpd_audits/cpd_audit', cpd_audit: cpd_audit
+
+      = tab 'Status' do
+        = render 'admin/cpd_audits/status', cpd_audit: cpd_audit
+    - else
+      = tab 'Status' do
+        = render 'admin/cpd_audits/status', cpd_audit: cpd_audit
+
+      = tab 'Audit' do
+        = render 'effective/cpd_audits/cpd_audit', cpd_audit: cpd_audit
+
+    = tab 'Statements' do
+      - datatable = Admin::EffectiveCpdStatementsDatatable.new(user_id: cpd_audit.user.id, user_type: cpd_audit.user.class.name)
+      = render_datatable(datatable, inline: true, simple: true)
+
+    = tab 'Audit Reviews' do
+      - datatable = Admin::EffectiveCpdAuditReviewsDatatable.new(cpd_audit_id: cpd_audit.id)
+      = render_datatable(datatable, inline: true, simple: true)
+
+    - unless cpd_audit.closed?
+      = tab 'Determination' do
+        = render 'admin/cpd_audits/form_determination', cpd_audit: cpd_audit
+
+    - if cpd_audit.conflicted?
+      = tab 'Process Conflict of Interest' do
+        = render 'admin/cpd_audits/form_conflict', cpd_audit: cpd_audit
+
+    - if cpd_audit.exemption_requested?
+      = tab 'Process Exemption Request' do
+        = render 'admin/cpd_audits/form_exemption', cpd_audit: cpd_audit
+
+    - if cpd_audit.extension_requested?
+      = tab 'Process Extension Request' do
+        = render 'admin/cpd_audits/form_extension', cpd_audit: cpd_audit
+
+    - if cpd_audit.respond_to?(:log_changes_datatable)
+      = tab 'Logs' do
+        = render_inline_datatable(cpd_audit.log_changes_datatable)

data/app/views/admin/cpd_audits/_form_conflict.html.haml

@@ -0,0 +1,24 @@
+- raise('expected a conflicted cpd audit') unless cpd_audit.conflicted? || cpd_audit.errors.present?
+
+%h2 Conflict of Interest
+%p The auditee has indicated a conflict of interest:
+= render('effective/cpd_audits/conflict', cpd_audit: cpd_audit, step: :conflict)
+
+%h2 Resolve Conflict of Interest
+%p
+  Please use the table below to delete any conflicting audit reviews, and create another reviewer.
+
+= card('Update Audit Reviewers') do
+  %p There should be at least one audit reviewer.
+
+  - datatable = Admin::EffectiveCpdAuditReviewsDatatable.new(cpd_audit_id: cpd_audit.id)
+  = render_datatable(datatable, inline: true, simple: true)
+
+= card('Mark Resolved') do
+  %p Once resolved, the auditee will be ready to continue their audit questionnaire.
+
+  = effective_form_with(model: [:admin, cpd_audit], engine: true) do |f|
+    %p Send email
+    = email_form_fields(f, :cpd_audit_conflict_resolved)
+
+    = f.submit 'Resolve Conflict of Interest', center: true

data/app/views/admin/cpd_audits/_form_determination.html.haml

@@ -0,0 +1,10 @@
+= card('Determination') do
+  = effective_form_with(model: [:admin, cpd_audit], engine: true) do |f|
+    %p This action will complete this audit and mark it as closed.
+
+    = f.select :determination, cpd_audit.cpd_audit_level.determinations
+
+    %h2 Email to Send
+    = email_form_fields(f, :cpd_audit_closed)
+
+    = f.submit 'Close Audit', center: true

data/app/views/admin/cpd_audits/_form_exemption.html.haml

@@ -0,0 +1,24 @@
+- raise('expected an exemption requested cpd audit') unless cpd_audit.exemption_requested? || cpd_audit.errors.present?
+
+%h2 Exemption Request
+%p The auditee has requested an exemption:
+= render('effective/cpd_audits/exemption', cpd_audit: cpd_audit, step: :exemption)
+
+%h2 Resolve Exemption Request
+%p Please grant or deny the request. If granted, this audit will be closed.
+
+= card('Exemption Request') do
+  %p The exemption request shall be
+
+  = effective_form_with(model: [:admin, cpd_audit], engine: true) do |f|
+    = f.radios :admin_process_request, Effective::CpdAudit::ADMIN_PROCESS_REQUEST_OPTIONS, label: false, buttons: true, required: true
+
+    = f.show_if :admin_process_request, 'Granted' do
+      %p Send email
+      = email_form_fields(f, :cpd_audit_exemption_granted)
+
+    = f.show_if :admin_process_request, 'Denied' do
+      %p Send email
+      = email_form_fields(f, :cpd_audit_exemption_denied)
+
+    = f.submit 'Process Exemption Request', center: true

data/app/views/admin/cpd_audits/_form_extension.html.haml

@@ -0,0 +1,24 @@
+- raise('expected an extension requested cpd audit') unless cpd_audit.extension_requested? || cpd_audit.errors.present?
+
+%h2 Extension Request
+%p The auditee has requested an extension:
+= render('effective/cpd_audits/extension', cpd_audit: cpd_audit, step: :extension)
+
+%h2 Resolve Extension Request
+%p Please grant or deny the request. If granted, the auditee's deadline will be updated.
+
+= card('Extension Request') do
+  %p The extension request shall be
+
+  = effective_form_with(model: [:admin, cpd_audit], engine: true) do |f|
+    = f.radios :admin_process_request, Effective::CpdAudit::ADMIN_PROCESS_REQUEST_OPTIONS, label: false, buttons: true, required: true
+
+    = f.show_if :admin_process_request, 'Granted' do
+      %p Send email
+      = email_form_fields(f, :cpd_audit_extension_granted)
+
+    = f.show_if :admin_process_request, 'Denied' do
+      %p Send email
+      = email_form_fields(f, :cpd_audit_extension_denied)
+
+    = f.submit 'Process Extension Request', center: true

data/app/views/admin/cpd_audits/_form_new.html.haml

@@ -0,0 +1,28 @@
+= effective_form_with(model: [:admin, cpd_audit], engine: true) do |f|
+
+  %h2 Audit
+  = f.select :cpd_audit_level_id, Effective::CpdAuditLevel.all.sorted, label: 'Audit level'
+
+  = f.date_field :notification_date, label: 'Date of notification', required: false,
+    hint: "the starting date for any deadline calculations. leave blank for today's date"
+
+  %h2 Auditee
+  = card('Auditee') do
+    %p.text-muted The auditee is the person being audited
+    = render('admin/cpd_audits/auditee_fields', form: f, f: f)
+
+    %p Send email
+    = email_form_fields(f, :cpd_audit_opened)
+
+  %h2 Audit Reviewers
+  %p.text-muted An audit review will be created for each selected auditor.
+
+  = f.has_many :cpd_audit_reviews, class: 'tight' do |fr|
+    = card('Audit Reviewer') do
+      %p.text-muted The audit reviewer is the person reviewing an audit
+      = render('admin/cpd_audits/audit_reviewer_fields', form: fr, f: fr)
+
+      %p Send email
+      = email_form_fields(fr, :cpd_audit_review_opened)
+
+  = f.submit 'Open Audit', center: true

data/app/views/admin/cpd_audits/_status.html.haml

@@ -0,0 +1,121 @@
+%p= cpd_audit_summary_text(cpd_audit)
+
+%table.table.table-striped
+  %thead
+    %tr
+      %th Status
+      %th Date Reached
+      %th Details
+      %th
+  %tbody
+    %tr
+      %td Opened
+      %td= cpd_audit.opened_at.strftime('%F') || '-'
+      %td #{icon('check', class: 'small-1')} Done
+      %td
+
+    %tr
+      %td Started
+      %td= cpd_audit.started_at&.strftime('%F') || '-'
+      %td
+        - if cpd_audit.was_submitted?
+          = icon('check', class: 'small-1')
+          Done
+        - elsif cpd_audit.was_started?
+          = icon('check', class: 'small-1')
+          In Progress
+      %td
+
+    - if cpd_audit.cpd_audit_level.conflict_of_interest?
+      %tr
+        %td Conflict of Interest
+        %td= cpd_audit.conflicted_at&.strftime('%F') || '-'
+        %td
+          - if cpd_audit.conflicted?
+            = icon('x', class: 'small-1')
+            Auditee has indicated conflict of interest
+          - elsif cpd_audit.was_conflicted_resolved?
+            = icon('check', class: 'small-1')
+            Resolved
+          - elsif cpd_audit.was_submitted?
+            = icon('check', class: 'small-1')
+            No Conflict
+        %td
+          - if cpd_audit.conflicted?
+            = link_to 'Process Conflict of Interest', '#process-conflict-of-interest', 'data-click-tab': true, class: 'btn btn-sm btn-primary'
+
+    - if cpd_audit.cpd_audit_level.can_request_exemption?
+      %tr
+        %td Exemption Request
+        %td= cpd_audit.exemption_requested_at&.strftime('%F') || '-'
+        %td
+          - if cpd_audit.exemption_requested?
+            = icon('x', class: 'small-1')
+            Auditee has requested an exemption
+          - elsif cpd_audit.was_exemption_granted?
+            = icon('check', class: 'small-1')
+            Exemption Granted
+          - elsif cpd_audit.was_exemption_denied?
+            = icon('check', class: 'small-1')
+            Exemption Denied
+          - elsif cpd_audit.was_submitted?
+            = icon('check', class: 'small-1')
+            No Exemption
+        %td
+          - if cpd_audit.exemption_requested?
+            = link_to 'Process Exemption Request', '#process-exemption-request', 'data-click-tab': true, class: 'btn btn-sm btn-primary'
+
+    - if cpd_audit.cpd_audit_level.can_request_extension?
+      %tr
+        %td Extension Request
+        %td= cpd_audit.extension_requested_at&.strftime('%F') || '-'
+        %td
+          - if cpd_audit.extension_requested?
+            = icon('x', class: 'small-1')
+            Auditee has requested an extension
+          - elsif cpd_audit.was_extension_granted?
+            = icon('check', class: 'small-1')
+            Extension Granted
+          - elsif cpd_audit.was_extension_denied?
+            = icon('check', class: 'small-1')
+            Extension Denied
+          - elsif cpd_audit.was_submitted?
+            = icon('check', class: 'small-1')
+            No Extension
+        %td
+          - if cpd_audit.extension_requested?
+            = link_to 'Process Extension Request', '#process-extension-request', 'data-click-tab': true, class: 'btn btn-sm btn-primary'
+
+    %tr
+      %td Submitted
+      %td= cpd_audit.submitted_at&.strftime('%F') || '-'
+      %td
+        - if cpd_audit.was_submitted?
+          = icon('check', class: 'small-1')
+          Done
+      %td
+
+    %tr
+      %td Reviewed
+      %td= cpd_audit.reviewed_at&.strftime('%F') || '-'
+      %td
+        = cpd_audit.cpd_audit_reviews.count { |review| review.completed? }
+        = '/'
+        = cpd_audit.cpd_audit_reviews.count
+
+        Reviews Completed
+
+      %td
+        - if cpd_audit.was_submitted? && !cpd_audit.was_reviewed?
+          = link_to 'Audit Reviews', '#audit-reviews', 'data-click-tab': true, class: 'btn btn-sm btn-primary'
+
+    %tr
+      %td Closed
+      %td= cpd_audit.closed_at&.strftime('%F') || '-'
+      %td
+        - if cpd_audit.completed?
+          = cpd_audit.determination
+
+      %td
+        - if cpd_audit.reviewed? && !cpd_audit.completed?
+          = link_to 'Determination', '#determination', 'data-click-tab': true, class: 'btn btn-sm btn-primary'

data/app/views/admin/cpd_categories/_form.html.haml

@@ -18,4 +18,4 @@
 
   - if cpd_category.persisted? && cpd_category.respond_to?(:log_changes_datatable)
     = tab 'Logs' do
-      = render_datatable(cpd_category.log_changes_datatable)
+      = render_inline_datatable(cpd_category.log_changes_datatable)