CAPT 1797 ops queries alternative implementation

app/controllers/admin/reports_controller.rb

@@ -0,0 +1,29 @@
+module Admin
+  class ReportsController < BaseAdminController
+    before_action :ensure_service_operator
+
+    def index
+    end
+
+    def show
+      respond_to do |format|
+        format.csv do
+          send_data(report.to_csv, filename: report.filename)
+        end
+      end
+    end
+
+    private
+
+    def report
+      @report ||= case params[:name]
+      when "fe-approved-claims-with-failing-provider-verification"
+        Reports::FeApprovedClaimsWithFailingProviderVerification.new
+      when "approved-claims-failing-qualification-task"
+        Reports::ApprovedClaimsFailingQualificationTask.new
+      else
+        raise ActiveRecord::RecordNotFound
+      end
+    end
+  end
+end

app/models/admin/reports/approved_claims_failing_qualification_task.rb

@@ -0,0 +1,121 @@
+module Admin
+  module Reports
+    class ApprovedClaimsFailingQualificationTask
+      HEADERS = [
+        "Claim reference",
+        "Teacher reference number",
+        "Policy",
+        "Status",
+        "Decision date",
+        "Decision agent",
+        "Qualification",
+        "ITT start year",
+        "ITT subject",
+        "ITT subjects",
+        "ITT start date",
+        "QTS award date",
+        "Qualification name"
+      ]
+
+      def filename
+        "approved_claims_failing_qualification_task.csv"
+      end
+
+      def to_csv
+        CSV.generate(
+          row_sep: "\r\n",
+          write_headers: true,
+          headers: HEADERS
+        ) do |csv|
+          rows.each { |row| csv << row }
+        end
+      end
+
+      private
+
+      def rows
+        scope.map(&ClaimPresenter.method(:new)).map(&:to_a)
+      end
+
+      def scope
+        Claim
+          .approved
+          .where(academic_year: AcademicYear.current)
+          .joins(:tasks)
+          .merge(Task.where(name: "qualifications", passed: false))
+          .includes(:eligibility, decisions: :created_by)
+      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&.to_s,
+            eligible_itt_subject,
+            dqt_teacher_record.itt_subjects.join(", "),
+            I18n.l(dqt_teacher_record.itt_start_date, format: :day_month_year),
+            I18n.l(dqt_teacher_record.qts_award_date, format: :day_month_year),
+            dqt_teacher_record.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
+        end
+
+        def itt_start_date
+          dqt_teacher_record&.itt_start_date
+        end
+
+        def qts_award_date
+          dqt_teacher_record&.qts_award_date
+        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
+end

app/models/admin/reports/fe_approved_claims_with_failing_provider_verification.rb

@@ -0,0 +1,105 @@
+module Admin
+  module Reports
+    class FeApprovedClaimsWithFailingProviderVerification
+      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 filename
+        "fe_approved_claims_with_failing_provider_verification.csv"
+      end
+
+      def to_csv
+        CSV.generate(
+          row_sep: "\r\n",
+          write_headers: true,
+          headers: HEADERS
+        ) do |csv|
+          rows.each { |row| csv << row }
+        end
+      end
+
+      private
+
+      def rows
+        scope.map(&ClaimPresenter.method(:new)).map(&:to_a)
+      end
+
+      def scope
+        Claim
+          .by_policy(Policies::FurtherEducationPayments)
+          .approved
+          .joins(:tasks)
+          .merge(Task.where(name: "provider_verification", passed: false))
+          .includes(:eligibility, decisions: :created_by)
+      end
+
+      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"),
+            "??", # FIXME RL: not sure what courses should be
+            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
+end

app/models/automated_checks/claim_verifiers/duplicate_claims_check.rb

@@ -0,0 +1,37 @@
+module AutomatedChecks
+  module ClaimVerifiers
+    class DuplicateClaimsCheck
+      def initialize(claim:)
+        @claim = claim
+      end
+
+      def perform
+        matching_attribute_finder.matching_claims.each do |existing_claim|
+          if existing_claim.created_at < claim.created_at
+            original_claim = existing_claim
+            duplicate_claim = claim
+          else
+            original_claim = claim
+            duplicate_claim = existing_claim
+          end
+
+          unless Claims::ClaimDuplicate.exists?(original_claim: original_claim, duplicate_claim: duplicate_claim)
+            Claims::ClaimDuplicate.create!(
+              original_claim: original_claim,
+              duplicate_claim: duplicate_claim,
+              matching_attributes: matching_attribute_finder.matching_attributes(existing_claim)
+            )
+          end
+        end
+      end
+
+      private
+
+      attr_reader :claim
+
+      def matching_attribute_finder
+        @matching_attribute_finder ||= Claim::MatchingAttributeFinder.new(claim)
+      end
+    end
+  end
+end

app/models/claim.rb

@@ -142,6 +142,26 @@ class Claim < ApplicationRecord
     inverse_of: :assigned_claims,
     optional: true
 
+  has_many :claim_duplicates_as_original_claim,
+    class_name: "Claims::ClaimDuplicate",
+    foreign_key: :original_claim_id,
+    dependent: :destroy
+
+  has_many :claim_duplicates_as_duplicate_claim,
+    class_name: "Claims::ClaimDuplicate",
+    foreign_key: :duplicate_claim_id,
+    dependent: :destroy
+
+  has_many :duplicates,
+    through: :claim_duplicates_as_original_claim,
+    source: :duplicate_claim,
+    class_name: "Claim"
+
+  has_many :originals,
+    through: :claim_duplicates_as_duplicate_claim,
+    source: :original_claim,
+    class_name: "Claim"
+
   enum :payroll_gender, {
     dont_know: 0,
     female: 1,

app/models/claims.rb

@@ -0,0 +1,5 @@
+module Claims
+  def self.table_name_prefix
+    "claims_"
+  end
+end

app/models/claims/claim_duplicate.rb

@@ -0,0 +1,28 @@
+module Claims
+  class ClaimDuplicate < ApplicationRecord
+    belongs_to :original_claim, class_name: "Claim"
+    belongs_to :duplicate_claim, class_name: "Claim"
+
+    validates :duplicate_claim, uniqueness: {
+      scope: :original_claim,
+      message: "has already been registered as a duplicate"
+    }
+    validate :claims_are_not_the_same, if: -> { original_claim && duplicate_claim }
+    validate :original_claim_is_older, if: -> { original_claim && duplicate_claim }
+    validates :matching_attributes, presence: true
+
+    private
+
+    def claims_are_not_the_same
+      return unless original_claim == duplicate_claim
+
+      errors.add(:duplicate_claim, "can't be the same as the original claim")
+    end
+
+    def original_claim_is_older
+      return unless original_claim.created_at > duplicate_claim.created_at
+
+      errors.add(:original_claim, "must be older than the duplicate claim")
+    end
+  end
+end

app/models/policies/early_career_payments.rb

@@ -20,7 +20,8 @@ module EarlyCareerPayments
       AutomatedChecks::ClaimVerifiers::CensusSubjectsTaught,
       AutomatedChecks::ClaimVerifiers::Employment,
       AutomatedChecks::ClaimVerifiers::StudentLoanPlan,
-      AutomatedChecks::ClaimVerifiers::FraudRisk
+      AutomatedChecks::ClaimVerifiers::FraudRisk,
+      AutomatedChecks::ClaimVerifiers::DuplicateClaimsCheck
     ].freeze
 
     POLICY_START_YEAR = AcademicYear.new(2021).freeze

app/models/policies/early_years_payments.rb

@@ -18,7 +18,8 @@ module EarlyYearsPayments
 
     VERIFIERS = [
       AutomatedChecks::ClaimVerifiers::StudentLoanPlan,
-      AutomatedChecks::ClaimVerifiers::EarlyYearsPayments::Identity
+      AutomatedChecks::ClaimVerifiers::EarlyYearsPayments::Identity,
+      AutomatedChecks::ClaimVerifiers::DuplicateClaimsCheck
     ]
 
     # Attributes to delete from claims submitted before the current academic

app/models/policies/further_education_payments.rb

@@ -22,7 +22,8 @@ module FurtherEducationPayments
       AutomatedChecks::ClaimVerifiers::ProviderVerification,
       AutomatedChecks::ClaimVerifiers::Employment,
       AutomatedChecks::ClaimVerifiers::StudentLoanPlan,
-      AutomatedChecks::ClaimVerifiers::FraudRisk
+      AutomatedChecks::ClaimVerifiers::FraudRisk,
+      AutomatedChecks::ClaimVerifiers::DuplicateClaimsCheck
     ]
 
     # Options shown to admins when rejecting a claim