effective_cpd 0.0.1 → 0.1

data/app/models/effective/cpd_audit_review_item.rb

@@ -0,0 +1,34 @@
+module Effective
+  class CpdAuditReviewItem < ActiveRecord::Base
+    belongs_to :cpd_audit_review
+    belongs_to :item, polymorphic: true # CpdAuditResponse or CpdStatementActivity
+
+    if respond_to?(:log_changes)
+      log_changes(to: :cpd_audit_review)
+    end
+
+    effective_resource do
+      recommendation            :string
+      comments                  :text
+
+      timestamps
+    end
+
+    scope :deep, -> { includes(:cpd_audit_review, :item) }
+    scope :sorted, -> { order(:id) }
+
+    validates :recommendation, presence: true
+    validates :item_id, presence: true, uniqueness: { scope: [:cpd_audit_review_id, :item_type] }
+
+    validate(if: -> { recommendation.present? && cpd_audit_review.present? }) do
+      unless cpd_audit_review.cpd_audit_level.recommendations.include?(recommendation)
+        self.errors.add(:recommendation, 'must exist in this audit level')
+      end
+    end
+
+    def to_s
+      recommendation.presence || 'cpd audit review item'
+    end
+
+  end
+end

data/app/models/effective/cpd_category.rb

@@ -1,13 +1,16 @@
 module Effective
   class CpdCategory < ActiveRecord::Base
     has_rich_text :body
-    log_changes if respond_to?(:log_changes)
 
     has_many :cpd_activities, -> { order(:position) }, inverse_of: :cpd_category, dependent: :destroy
     accepts_nested_attributes_for :cpd_activities, allow_destroy: true
 
-    # has_many :rules, -> { order(cycle_id: :desc) }, as: :ruleable, dependent: :delete_all
-    # accepts_nested_attributes_for :rules, allow_destroy: true
+    has_many :rules, class_name: 'Effective::CpdRule', as: :ruleable
+    has_many :cpd_statement_activities
+
+    if respond_to?(:log_changes)
+      log_changes(except: [:rules, :cpd_statement_activities])
+    end
 
     effective_resource do
       title     :string
@@ -27,6 +30,12 @@ module Effective
     validates :position, presence: true
     validates :body, presence: true
 
+    before_destroy do
+      if (count = cpd_statement_activities.length) > 0
+        raise("#{count} statement activities belong to this category")
+      end
+    end
+
     def to_s
       title.presence || 'category'
     end

data/app/models/effective/cpd_cycle.rb

@@ -49,11 +49,18 @@ module Effective
 
     validates :title, presence: true
     validates :start_at, presence: true
+    validates :required_score, numericality: { greater_than: 0, allow_nil: true }
 
     validate(if: -> { start_at.present? && end_at.present? }) do
       self.errors.add(:end_at, 'must be after the start date') unless end_at > start_at
     end
 
+    before_destroy do
+      if (count = cpd_statements.length) > 0
+        raise("#{count} statement belong to this cycle")
+      end
+    end
+
     def self.latest_cycle
       order(id: :desc).first
     end

data/app/models/effective/cpd_rule.rb

@@ -3,7 +3,9 @@ module Effective
     belongs_to :cpd_cycle
     belongs_to :ruleable, polymorphic: true # Activity or Category
 
-    log_changes(to: :cpd_cycle) if respond_to?(:log_changes)
+    if respond_to?(:log_changes)
+      log_changes(to: :cpd_cycle)
+    end
 
     # Only permit the words amount, amount2 and any charater 0-9 + - / * ( )
     INVALID_FORMULA_CHARS = /[^0-9\+\-\/\*\(\)]/

data/app/models/effective/cpd_statement.rb

@@ -10,7 +10,10 @@ module Effective
     accepts_nested_attributes_for :cpd_statement_activities
 
     has_many_attached :files
-    log_changes if respond_to?(:log_changes)
+
+    if respond_to?(:log_changes)
+      log_changes(except: [:wizard_steps])
+    end
 
     acts_as_tokened
 
@@ -29,21 +32,22 @@ module Effective
       confirm_factual         :boolean
       confirm_readonly        :boolean
 
-      completed_at           :datetime, permitted: false
+      submitted_at            :datetime, permitted: false
 
       # Acts as tokened
       token                  :string, permitted: false
 
       # Acts as Wizard
       wizard_steps           :text, permitted: false
+
       timestamps
     end
 
     scope :deep, -> { includes(:cpd_cycle, :user, cpd_statement_activities: [:files_attachments, :cpd_category, :original, cpd_activity: [:rich_text_body]]) }
     scope :sorted, -> { order(:cpd_cycle_id) }
 
-    scope :draft, -> { where(completed_at: nil) }
-    scope :completed, -> { where.not(completed_at: nil) }
+    scope :draft, -> { where(submitted_at: nil) }
+    scope :completed, -> { where.not(submitted_at: nil) }
 
     before_validation(if: -> { new_record? }) do
       self.user ||= current_user
@@ -65,19 +69,22 @@ module Effective
     end
 
     def to_s
-      (cpd_cycle || 'statement').to_s
+      cpd_cycle.present? ? "#{cpd_cycle} Statement" : 'statement'
     end
 
     # This is the review step where they click Submit Ballot
     def submit!
       wizard_steps[:complete] ||= Time.zone.now
-      self.completed_at ||= Time.zone.now
 
-      save!
+      update!(submitted_at: Time.zone.now)
+    end
+
+    def in_progress?
+      submitted_at.blank?
     end
 
     def completed?
-      completed_at.present?
+      submitted_at.present?
     end
 
     def carry_forward

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

@@ -7,7 +7,7 @@
   .row
     .col
       = f.text_field :title, label: 'Title'
-      = f.rich_text_area :body, label: "Body"
+      = f.rich_text_area :body, label: 'Body (optional)'
     .col
       = f.text_field :amount_label,
         hint: 'hours of work, papers written, courses attended'

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

@@ -0,0 +1,100 @@
+= effective_form_with(model: [:admin, cpd_audit_level_question], engine: true) do |f|
+  - if inline_datatable?
+    = f.hidden_field :cpd_audit_level_section_id
+  - else
+    = f.select :cpd_audit_level_section_id, Effective::CpdAuditLevelSection.sorted.all
+
+  = f.text_field :title, label: 'Question Title'
+  = f.rich_text_area :body, label: 'Body (optional)'
+
+  = f.check_box :required, hint: 'A response to this question will be required'
+  = f.select :category, Effective::CpdAuditLevelQuestion::CATEGORIES
+
+  = f.show_if :category, 'Choose one' do
+    .card
+      .card-body
+        %h5 Choose one
+        %p Display radio buttons to choose one option
+
+  = f.show_if :category, 'Select all that apply' do
+    .card
+      .card-body
+        %h5 Select all that apply
+        %p Display checkboxes to select all options that apply
+
+  = f.show_if :category, 'Select up to 1' do
+    .card
+      .card-body
+        %h5 Select up to 1 (one)
+        %p Display checkboxes to select up to 1 option
+
+  = f.show_if :category, 'Select up to 2' do
+    .card
+      .card-body
+        %h5 Select up to 2 (two)
+        %p Display checkboxes to select up to 2 options
+
+  = f.show_if :category, 'Select up to 3' do
+    .card
+      .card-body
+        %h5 Select up to 3 (three)
+        %p Display checkboxes to select up to 3 options
+
+  = f.show_if :category, 'Select up to 4' do
+    .card
+      .card-body
+        %h5 Select up to 4 (four)
+        %p Display checkboxes to select up to 4 options
+
+  = f.show_if :category, 'Select up to 5' do
+    .card
+      .card-body
+        %h5 Select up to 5 (five)
+        %p Display checkboxes to select up to 5 options
+
+  = f.show_if :category, 'Short Answer' do
+    .card
+      .card-body
+        %h5 Short Answer
+        %p Display a text field to enter a short text answer
+
+  = f.show_if :category, 'Long Answer' do
+    .card
+      .card-body
+        %h5 Long Answer
+        %p Display a textarea to enter a long text answer
+
+  = f.show_if :category, 'Date' do
+    .card
+      .card-body
+        %h5 Date
+        %p Display a date field to enter a date
+
+  = f.show_if :category, 'Email' do
+    .card
+      .card-body
+        %h5 Email
+        %p Display an email field to enter an email
+
+  = f.show_if :category, 'Number' do
+    .card
+      .card-body
+        %h5 Number
+        %p Display a number field to enter an integer number
+
+  = f.show_if :category, 'Upload File' do
+    .card
+      .card-body
+        %h5 Upload File
+        %p Display a file field to upload a file
+
+  = f.show_if_any :category, Effective::CpdAuditLevelQuestion::WITH_OPTIONS_CATEGORIES do
+    .mt-3.card
+      .card-body
+        %h5 Options
+        %p Display the following options:
+
+        = f.has_many :cpd_audit_level_question_options, class: 'tight' do |fa|
+          = fa.text_field :title, label: false
+
+  = effective_submit(f)

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)