[LUPEYALPHA-1010] student loan plan task for FE (#3168)

* Student Loan Plan job for FE
* refactor - use Policy#auto_check_student_loan_plan_task?

app/controllers/claims_form_callbacks.rb

@@ -125,7 +125,7 @@ def on_tid_route?
   end
 
   def journey_requires_student_loan_details?
-    student_loans_journey? || additional_payments_journey? || get_a_teacher_relocation_payment_journey?
+    student_loans_journey? || additional_payments_journey? || get_a_teacher_relocation_payment_journey? || further_education_payments_journey?
   end
 
   def student_loans_journey?
@@ -139,4 +139,8 @@ def additional_payments_journey?
   def get_a_teacher_relocation_payment_journey?
     current_journey_routing_name == "get-a-teacher-relocation-payment"
   end
+
+  def further_education_payments_journey?
+    current_journey_routing_name == "further-education-payments"
+  end
 end

app/jobs/student_loan_plan_check_job.rb

@@ -1,8 +1,13 @@
 class StudentLoanPlanCheckJob < ApplicationJob
+  APPLICABLE_POLICIES = [
+    Policies::EarlyCareerPayments,
+    Policies::LevellingUpPremiumPayments,
+    Policies::FurtherEducationPayments
+  ].freeze
+
   def perform
     delete_no_data_student_loan_plan_tasks
-    claims = current_year_ecp_lup_claims_awaiting_decision.awaiting_task("student_loan_plan")
-
+    claims = current_year_claims_awaiting_decision.awaiting_task("student_loan_plan")
     claims.each do |claim|
       ClaimStudentLoanDetailsUpdater.call(claim)
       AutomatedChecks::ClaimVerifiers::StudentLoanPlan.new(claim:).perform
@@ -12,22 +17,18 @@ def perform
   private
 
   def delete_no_data_student_loan_plan_tasks
-    claim_ids = current_year_ecp_lup_claims_with_no_data_tasks.pluck(:id)
+    claim_ids = current_year_claims_with_no_data_tasks.pluck(:id)
 
     claim_ids.each_slice(500) do |ids|
       Task.where(claim_id: ids, name: "student_loan_plan", claim_verifier_match: nil, manual: false).delete_all
     end
   end
 
-  def current_year_ecp_lup_claims_with_no_data_tasks
-    current_year_ecp_lup_claims_awaiting_decision.joins(:tasks).where(tasks: {name: "student_loan_plan", claim_verifier_match: nil, manual: false})
-  end
-
-  def current_year_ecp_lup_claims_awaiting_decision
-    Claim.by_academic_year(current_academic_year).by_policies([Policies::EarlyCareerPayments, Policies::LevellingUpPremiumPayments]).awaiting_decision.where(submitted_using_slc_data: false)
+  def current_year_claims_with_no_data_tasks
+    current_year_claims_awaiting_decision.joins(:tasks).where(tasks: {name: "student_loan_plan", claim_verifier_match: nil, manual: false})
   end
 
-  def current_academic_year
-    Journeys.for_policy(Policies::EarlyCareerPayments).configuration.current_academic_year
+  def current_year_claims_awaiting_decision
+    Claim::ClaimsAwaitingDecisionFinder.new(policies: APPLICABLE_POLICIES).claims_submitted_without_slc_data
   end
 end

app/models/automated_checks/claim_verifiers/student_loan_plan.rb

@@ -10,7 +10,7 @@ def initialize(claim:, admin_user: nil)
       end
 
       def perform
-        return unless claim.has_ecp_or_lupp_policy?
+        return unless claim.policy.auto_check_student_loan_plan_task?
         return unless claim.submitted_without_slc_data?
         return unless awaiting_task?
 

app/models/base_policy.rb

@@ -54,4 +54,8 @@ def international_relocation_payments?
   def further_education_payments?
     to_s == "FurtherEducationPayments"
   end
+
+  def auto_check_student_loan_plan_task?
+    false
+  end
 end

app/models/claim.rb

@@ -418,7 +418,8 @@ def must_manually_validate_bank_details?
   end
 
   def submitted_without_slc_data?
-    submitted_using_slc_data == false
+    # FE claims prior to the deployment of LUPEYALPHA-1010 have submitted_using_slc_data = nil
+    submitted_using_slc_data != true
   end
 
   def has_dqt_record?

app/models/claim/claims_awaiting_decision_finder.rb

@@ -0,0 +1,31 @@
+class Claim
+  class ClaimsAwaitingDecisionFinder
+    def initialize(policies:)
+      @policies = policies
+    end
+
+    attr_reader :policies
+
+    def claims_submitted_without_slc_data
+      policies.map do |policy|
+        journey_configuration = Journeys.for_policy(policy).configuration
+        Claim
+          .by_academic_year(journey_configuration.current_academic_year)
+          .by_policy(policy)
+          .awaiting_decision
+          .where(submitted_using_slc_data: submitted_using_slc_data(policy))
+      end.reduce(&:or)
+    end
+
+    private
+
+    def submitted_using_slc_data(policy)
+      if policy == Policies::FurtherEducationPayments
+        # For 2024/2025 academic year onwards, only FE claims prior to the deployment of LUPEYALPHA-1010 have submitted_using_slc_data = nil
+        [false, nil]
+      else
+        false
+      end
+    end
+  end
+end

app/models/journeys/further_education_payments/answers_student_loans_details_updater.rb

@@ -0,0 +1,6 @@
+module Journeys
+  module FurtherEducationPayments
+    class AnswersStudentLoansDetailsUpdater < Journeys::AnswersStudentLoansDetailsUpdater
+    end
+  end
+end

app/models/policies/early_career_payments.rb

@@ -103,5 +103,9 @@ def student_loan_balance_url
     def payment_and_deductions_info_url
       eligibility_page_url + "#paying-income-tax-and-national-insurance"
     end
+
+    def auto_check_student_loan_plan_task?
+      true
+    end
   end
 end

app/models/policies/further_education_payments.rb

@@ -71,5 +71,9 @@ def verification_due_date_for_claim(claim)
     def duplicate_claim?(claim)
       Claim::MatchingAttributeFinder.new(claim).matching_claims.exists?
     end
+
+    def auto_check_student_loan_plan_task?
+      true
+    end
   end
 end

app/models/policies/further_education_payments/claim_checking_tasks.rb

@@ -17,7 +17,7 @@ def applicable_task_names
         tasks << "identity_confirmation"
         tasks << "provider_verification"
         tasks << "employment" if claim.eligibility.teacher_reference_number.present?
-        tasks << "student_loan_plan"
+        tasks << "student_loan_plan" if claim.submitted_without_slc_data?
         tasks << "payroll_details" if claim.must_manually_validate_bank_details?
         tasks << "matching_details" if matching_claims.exists?
         tasks << "payroll_gender" if claim.payroll_gender_missing?

app/models/policies/levelling_up_premium_payments.rb

@@ -93,5 +93,9 @@ def payment_and_deductions_info_url
     def payroll_file_name
       "SchoolsLUP"
     end
+
+    def auto_check_student_loan_plan_task?
+      true
+    end
   end
 end

spec/factories/claims.rb

@@ -29,6 +29,8 @@
       claim_academic_year =
         if [Policies::EarlyCareerPayments, Policies::LevellingUpPremiumPayments].include?(evaluator.policy)
           Journeys::AdditionalPaymentsForTeaching.configuration.current_academic_year
+        elsif evaluator.policy == Policies::FurtherEducationPayments
+          Journeys::FurtherEducationPayments.configuration.current_academic_year
         else
           AcademicYear::Type.new.serialize(AcademicYear.new(2019))
         end

spec/features/admin/upload_slc_data_spec.rb

@@ -4,6 +4,7 @@
   before do
     create(:journey_configuration, :student_loans) # used by StudentLoanAmountCheckJob
     create(:journey_configuration, :early_career_payments)
+    create(:journey_configuration, :further_education_payments)
     sign_in_as_service_operator
   end
 
@@ -39,6 +40,37 @@
       has_student_loan: false, student_loan_plan: "not_applicable", submitted_using_slc_data: false)
   }
 
+  let!(:fe_claim_with_slc_data_no_student_loan_nil_submitted_using_slc_data) {
+    create(:claim, :submitted, policy: Policies::FurtherEducationPayments,
+      eligibility: build(:further_education_payments_eligibility, :eligible),
+      has_student_loan: nil, student_loan_plan: nil, submitted_using_slc_data: nil) # having nil submitted_using_slc_data won't happen after LUPEYALPHA-1010 merged
+  }
+  let!(:fe_claim_with_slc_data_with_student_loan_nil_submitted_using_slc_data) {
+    create(:claim, :submitted, policy: Policies::FurtherEducationPayments,
+      eligibility: build(:further_education_payments_eligibility, :eligible),
+      has_student_loan: nil, student_loan_plan: nil, submitted_using_slc_data: nil) # having nil submitted_using_slc_data won't happen after LUPEYALPHA-1010 merged
+  }
+  let!(:fe_claim_no_slc_data_nil_submitted_using_slc_data) {
+    create(:claim, :submitted, :with_student_loan, policy: Policies::FurtherEducationPayments,
+      eligibility: build(:further_education_payments_eligibility, :eligible),
+      has_student_loan: nil, student_loan_plan: nil, submitted_using_slc_data: nil) # having nil submitted_using_slc_data won't happen after LUPEYALPHA-1010 merged
+  }
+  let!(:fe_claim_with_slc_data_no_student_loan) {
+    create(:claim, :submitted, policy: Policies::FurtherEducationPayments,
+      eligibility: build(:further_education_payments_eligibility, :eligible),
+      has_student_loan: nil, student_loan_plan: nil, submitted_using_slc_data: false)
+  }
+  let!(:fe_claim_with_slc_data_with_student_loan) {
+    create(:claim, :submitted, policy: Policies::FurtherEducationPayments,
+      eligibility: build(:further_education_payments_eligibility, :eligible),
+      has_student_loan: nil, student_loan_plan: nil, submitted_using_slc_data: false)
+  }
+  let!(:fe_claim_no_slc_data) {
+    create(:claim, :submitted, :with_student_loan, policy: Policies::FurtherEducationPayments,
+      eligibility: build(:further_education_payments_eligibility, :eligible),
+      has_student_loan: nil, student_loan_plan: nil, submitted_using_slc_data: false)
+  }
+
   scenario "automated task to verify student loan plan" do
     visit admin_claims_path
     click_link "Upload SLC data"
@@ -47,64 +79,96 @@
       click_button "Upload"
     end
     expect(page).to have_content "SLC file uploaded and queued to be imported"
-    expect(StudentLoansData.count).to eq 4
+    expect(StudentLoansData.count).to eq 8
 
     # Student Loans
 
-    click_link sl_claim_with_slc_data_no_student_loan.reference
-    expect(page).to have_content "Student loan amount"
-    within "li.student_loan_amount" do
-      expect(page).to have_content "No match"
-    end
-    expect(sl_claim_with_slc_data_no_student_loan.reload.student_loan_plan).to eq "not_applicable"
-    expect(sl_claim_with_slc_data_no_student_loan.has_student_loan).to be false
-    expect(sl_claim_with_slc_data_no_student_loan.eligibility.student_loan_repayment_amount).to eq 0
-
-    visit admin_claims_path
-    click_link ecp_claim_with_slc_data_with_student_loan.reference
-    expect(page).not_to have_content "Student loan amount"
-    expect(sl_claim_with_slc_data_with_student_loan.reload.student_loan_plan).to eq "plan_1"
-    expect(sl_claim_with_slc_data_with_student_loan.has_student_loan).to eq true
-    expect(sl_claim_with_slc_data_with_student_loan.eligibility.student_loan_repayment_amount).to eq 100
+    claim = sl_claim_with_slc_data_no_student_loan
+    then_the_student_loan_amount_task_should_show_as(state: "No match", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to eq "not_applicable"
+    expect(claim.has_student_loan).to be false
+    expect(claim.eligibility.student_loan_repayment_amount).to eq 0
 
+    claim = sl_claim_with_slc_data_with_student_loan
     visit admin_claims_path
-    click_link sl_claim_no_slc_data.reference
-    expect(page).to have_content "Student loan amount"
-    within "li.student_loan_amount" do
-      expect(page).to have_content "No data"
-    end
-    expect(sl_claim_no_slc_data.reload.student_loan_plan).to be nil
-    expect(sl_claim_no_slc_data.has_student_loan).to be nil
-    expect(sl_claim_no_slc_data.eligibility.student_loan_repayment_amount).to eq 0
+    click_link claim.reference
+    then_the_student_loan_amount_task_should_show_as(state: "Passed", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to eq "plan_1"
+    expect(claim.has_student_loan).to eq true
+    expect(claim.eligibility.student_loan_repayment_amount).to eq 100
+
+    claim = sl_claim_no_slc_data
+    then_the_student_loan_amount_task_should_show_as(state: "No data", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to be nil
+    expect(claim.has_student_loan).to be nil
+    expect(claim.eligibility.student_loan_repayment_amount).to eq 0
 
     # Early Career Payments
 
-    visit admin_claims_path
-    click_link ecp_claim_with_slc_data_no_student_loan.reference
-    expect(page).to have_content "Student loan plan"
-    within "li.student_loan_plan" do
-      expect(page).to have_content "Passed"
-    end
-    expect(ecp_claim_with_slc_data_no_student_loan.reload.student_loan_plan).to eq "not_applicable"
-    expect(ecp_claim_with_slc_data_no_student_loan.has_student_loan).to be false
+    claim = ecp_claim_with_slc_data_no_student_loan
+    then_the_student_loan_plan_task_should_show_as(state: "Passed", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to eq "not_applicable"
+    expect(claim.has_student_loan).to be false
+
+    claim = ecp_claim_with_slc_data_with_student_loan
+    then_the_student_loan_plan_task_should_show_as(state: "Passed", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to eq "plan_1"
+    expect(claim.has_student_loan).to eq true
+
+    claim = ecp_claim_no_slc_data
+    then_the_student_loan_plan_task_should_show_as(state: "No data", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to be nil # this was "not_applicable" before LUPEYALPHA-1031
+    expect(claim.has_student_loan).to be nil # this was false before LUPEYALPHA-1031
+
+    # Further Education Payments
+
+    claim = fe_claim_with_slc_data_no_student_loan_nil_submitted_using_slc_data
+    then_the_student_loan_plan_task_should_show_as(state: "Passed", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to eq "not_applicable"
+    expect(claim.has_student_loan).to eq false
+
+    claim = fe_claim_with_slc_data_with_student_loan_nil_submitted_using_slc_data
+    then_the_student_loan_plan_task_should_show_as(state: "Passed", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to eq "plan_1"
+    expect(claim.has_student_loan).to eq true
+
+    claim = fe_claim_no_slc_data_nil_submitted_using_slc_data
+    then_the_student_loan_plan_task_should_show_as(state: "No data", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to be nil
+    expect(claim.has_student_loan).to be nil
+
+    claim = fe_claim_with_slc_data_no_student_loan
+    then_the_student_loan_plan_task_should_show_as(state: "Passed", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to eq "not_applicable"
+    expect(claim.has_student_loan).to eq false
+
+    claim = fe_claim_with_slc_data_with_student_loan
+    then_the_student_loan_plan_task_should_show_as(state: "Passed", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to eq "plan_1"
+    expect(claim.has_student_loan).to eq true
+
+    claim = fe_claim_no_slc_data
+    then_the_student_loan_plan_task_should_show_as(state: "No data", for_claim: claim)
+    expect(claim.reload.student_loan_plan).to be nil
+    expect(claim.has_student_loan).to be nil
+  end
 
+  def then_the_student_loan_amount_task_should_show_as(state:, for_claim:)
     visit admin_claims_path
-    click_link ecp_claim_with_slc_data_with_student_loan.reference
-    expect(page).to have_content "Student loan plan"
-    within "li.student_loan_plan" do
-      expect(page).to have_content "Passed"
+    click_link for_claim.reference
+    expect(page).to have_content "Student loan amount"
+    within "li.student_loan_amount" do
+      expect(page).to have_content state
     end
-    expect(ecp_claim_with_slc_data_with_student_loan.reload.student_loan_plan).to eq "plan_1"
-    expect(ecp_claim_with_slc_data_with_student_loan.has_student_loan).to eq true
+  end
 
+  def then_the_student_loan_plan_task_should_show_as(state:, for_claim:)
     visit admin_claims_path
-    click_link ecp_claim_no_slc_data.reference
+    click_link for_claim.reference
     expect(page).to have_content "Student loan plan"
     within "li.student_loan_plan" do
-      expect(page).to have_content "No data"
+      expect(page).to have_content state
     end
-    expect(ecp_claim_no_slc_data.reload.student_loan_plan).to be nil # this was "not_applicable" before LUPEYALPHA-1031
-    expect(ecp_claim_no_slc_data.has_student_loan).to be nil # this was false before LUPEYALPHA-1031
   end
 
   def slc_data_csv_file
@@ -116,6 +180,10 @@ def slc_data_csv_file
     @slc_data_csv_file.write csv_row(sl_claim_with_slc_data_with_student_loan, plan_type: "1", amount: "100")
     @slc_data_csv_file.write csv_row(ecp_claim_with_slc_data_no_student_loan, no_data: true)
     @slc_data_csv_file.write csv_row(ecp_claim_with_slc_data_with_student_loan, plan_type: "1", amount: "100")
+    @slc_data_csv_file.write csv_row(fe_claim_with_slc_data_no_student_loan, no_data: true)
+    @slc_data_csv_file.write csv_row(fe_claim_with_slc_data_with_student_loan, plan_type: "1", amount: "100")
+    @slc_data_csv_file.write csv_row(fe_claim_with_slc_data_no_student_loan_nil_submitted_using_slc_data, no_data: true)
+    @slc_data_csv_file.write csv_row(fe_claim_with_slc_data_with_student_loan_nil_submitted_using_slc_data, plan_type: "1", amount: "100")
 
     @slc_data_csv_file.rewind
 

spec/features/further_education_payments/happy_path_spec.rb

@@ -7,6 +7,7 @@
   let(:expected_award_amount) { college.eligible_fe_provider.max_award_amount }
 
   scenario "happy path claim" do
+    when_student_loan_data_exists
     when_further_education_payments_journey_configuration_exists
     and_college_exists
 
@@ -183,6 +184,7 @@
 
     expect(claim.first_name).to eql("John")
     expect(claim.surname).to eql("Doe")
+    expect(claim.student_loan_plan).to eq "plan_1"
 
     eligibility = Policies::FurtherEducationPayments::Eligibility.last