branch with oregon branding

.github/workflows/build-and-deploy.yml

@@ -5,11 +5,11 @@ on:
   push:
     branches:
       - 'trunk'
-      - 'clean-bootstrap-4-upgrade'
+      - 'oregon_branded'
   pull_request:
     branches:
       - 'trunk'
-      - 'clean-bootstrap-4-upgrade'
+      - 'oregon_branded'
 
 concurrency:
   group: docker-${{ github.ref }}
@@ -57,7 +57,7 @@ jobs:
     needs: [prep]
     strategy:
       matrix:
-        client: ['dc', 'me']
+        client: ['dc', 'me', 'or']
     runs-on: ubuntu-latest
     services:
       rabbitmq:
@@ -252,7 +252,7 @@ jobs:
     runs-on: ubuntu-latest
     strategy:
       matrix:
-        client: ['dc', 'me']
+        client: ['dc', 'me', 'or']
         registry: ['public.ecr.aws', 'ghcr.io']
     steps:
       - run: |

app/assets/javascripts/exchanges/assister_applicants.js

@@ -0,0 +1,32 @@
+function enableAssisterApplicantFilters() {
+  var url = '/exchanges/assister_applicants.js';
+
+  if( $('#assister_agency_profile_id').length ) {
+    url = $('#assister_agency_profile_id').attr("href") + ".js";
+  }
+
+  $('div[name=assister_applicants_tabs] > ').children().each( function() {
+    $(this).change(function(){
+      filter = $(this).val();
+      $.ajax({
+        url: url,
+        type: "GET",
+        data : { 'status': filter }
+      });
+    });
+  });
+
+  const filterInputs = document.querySelectorAll('#applicantsFilters input');
+  const bs4 =  document.documentElement.dataset.bs4;
+
+  filterInputs.forEach(input => {
+    input.addEventListener('change', function(){
+      var filter = $(this).val();
+      $.ajax({
+        url: url,
+        type: "GET",
+        data : { 'status': filter, 'bs4': bs4 }
+      });
+    });
+  });
+}

app/assets/javascripts/help_me_sign_up.js

@@ -36,7 +36,7 @@ $(document).on('click', '.name_search_only', function() {
   $('#help_type').html(this.id)
   $('#back_to_help').removeClass('hide')
 })
-$(document).on('click', '[data-target="#help_with_plan_shopping"]',function(){$('.help_reset').addClass("hide"); $('#help_list').removeClass("hide"); $('#back_to_help').addClass("hide"); $('#bottom_expert_link').removeClass("hide") })
+$(document).on('click', '[data-target="#help_with_plan_shopping"]',function(){$('.help_reset').addClass("hide"); $('#help_list').removeClass("hide"); $('#back_to_help').addClass("hide"); $('#bottom_expert_link').removeClass("hide"); $('#bottom_expert_assister_link').removeClass("hide") })
 
 $(document).on('click', '#back_to_help', function(){
   $('.help_reset').addClass("hide");
@@ -49,6 +49,7 @@ $(document).on('click', '#back_to_help', function(){
 
 $(document).on('click', '.select-broker', function(){
   $('.select-broker').addClass('disabled');
+  var helper_type = this.getAttribute('data-assister') ? "assister" : "broker";
   $.ajax({
     type: 'GET',
     data: {assister: this.getAttribute('data-assister'), broker: this.getAttribute('data-broker'),
@@ -61,10 +62,10 @@ $(document).on('click', '.select-broker', function(){
     broker_status = JSON.parse(response);
     var status = broker_status['status']
     $('#inbox_provider_form').hide();
-    $('#active_broker_tab .alert').removeClass('alert-warning').addClass('alert-success')
-    $('#active_broker_tab .icon').removeClass('warning-icon').addClass('success-icon')
-    $('#active_broker_tab .warning-body').text(status)
+    $('#active_'+helper_type+'_tab .alert').removeClass('alert-warning').addClass('alert-success')
+    $('#active_'+helper_type+'_tab .icon').removeClass('warning-icon').addClass('success-icon')
+    $('#active_'+helper_type+'_tab .warning-body').text(status)
     $('a.go-to-expert, button').removeClass('hidden').removeClass('hide');
-    $("#active_broker_tab button").addClass('hide')
+    $("#active_"+helper_type+"_tab button").addClass('hide')
   });
 })

app/controllers/concerns/config/aca_concern.rb

@@ -26,4 +26,8 @@ def fehb_market_is_enabled?
   def general_agency_is_enabled?
     EnrollRegistry.feature_enabled?(:general_agency)
   end
+
+  def assister_agency_is_enabled?
+    EnrollRegistry.feature_enabled?(:assister_agency)
+  end
 end

app/controllers/exchanges/agents_controller.rb

@@ -91,7 +91,7 @@ def bookmark_url_path(bookmark_url)
 
   def user_permission_satisfied?
     @roles = []
-    ['agent', 'hbx_staff', 'broker', 'broker_agency_staff', 'general_agency_staff'].each do |role|
+    ['agent', 'hbx_staff', 'broker', 'broker_agency_staff', 'assister', 'assister_agency_staff', 'general_agency_staff'].each do |role|
       @roles << current_user.public_send("has_#{role}_role?")
     end
     @roles.include?(true) ? true : false

app/controllers/exchanges/assister_applicants_controller.rb

@@ -0,0 +1,151 @@
+# frozen_string_literal: true
+module Exchanges
+  class AssisterApplicantsController < ApplicationController
+    layout :resolve_layout
+
+    before_action :check_hbx_staff_role
+    before_action :find_assister_applicant, only: [:edit, :update]
+    before_action :set_cache_headers, only: [:index, :edit]
+    before_action :enable_bs4_layout if EnrollRegistry.feature_enabled?(:bs4_admin_flow)
+
+    def index
+      @people = Person.assister_role_having_agency
+
+      status_params = params.permit(:status)
+      @status = AssisterRole::ASSISTER_ROLE_STATUS_TYPES.include?(status_params[:status]) ? status_params[:status] : 'applicant'
+      @people = @people.send("assister_role_#{@status}") if @people.respond_to?("assister_role_#{@status}")
+      @page_alphabets = page_alphabets(@people, "last_name")
+
+      if params[:page].present?
+        page_no = cur_page_no(@page_alphabets.first)
+        @assister_applicants = @people.where("last_name" => /^#{Regexp.escape(page_no)}/i)
+      else
+        @assister_applicants = sort_by_latest_transition_time(@people).limit(20).entries
+      end
+
+      respond_to do |format|
+        format.html { render "shared/assisters/applicants" }
+        format.js
+      end
+    end
+
+    def edit
+      respond_to do |format|
+        format.html { render "shared/assisters/applicant.html.erb" }
+      end
+    end
+
+    def update
+      assister_role = @assister_applicant.assister_role
+      assister_role.update_attributes(reason:  params.require(:person).require(:assister_role_attributes).permit(:reason)[:reason]) if params.dig(:person, :assister_role_attributes, :reason).present?
+      # TODO: This params['deny'] stuff might have to be changed to params['commit']['action_name']
+      if params['deny']
+        assister_role.deny!
+        flash[:notice] = "Assister applicant denied."
+      elsif params['update']
+        if assister_role.update!(assister_role_update_params)
+          flash[:notice] = "Assister applicant successfully updated."
+        else
+          flash[:error] = "Unable to update assister applicant."
+        end
+      elsif params['decertify']
+        assister_role.decertify!
+        flash[:notice] = "Assister applicant decertified."
+      elsif params['recertify']
+        assister_role.recertify!
+        flash[:notice] = "Assister applicant is now approved."
+      elsif params['extend']
+        assister_role.extend_application!
+        flash[:notice] = "Assister applicant is now extended."
+      elsif params['pending']
+        assister_carrier_appointments
+        assister_role.update(params.require(:person).require(:assister_role_attributes).permit(:training, :license, :carrier_appointments => {}).except(:id))
+        assister_role.pending!
+        flash[:notice] = "Assister applicant is now pending."
+      elsif params['sendemail']
+        assister_role.send_invitation
+        flash[:notice] = "Assister invite email has been resent."
+      else
+        assister_carrier_appointments
+        assister_role.update(params.require(:person).require(:assister_role_attributes).permit(:training, :license, :carrier_appointments => {}).except(:id))
+        assister_role.approve!
+        assister_role.reload
+
+        create_and_approve_staff_role_and_approve_agency(assister_role)
+
+        send_secure_message_to_assister_agency(assister_role) if assister_role.agency_pending? && assister_role.assister_agency_profile
+        flash[:notice] = "Assister applicant approved successfully."
+      end
+
+      redirect_to "/exchanges/hbx_profiles"
+    end
+
+    private
+
+    # @method create_and_approve_staff_role_and_approve_agency(assister_role)
+    # Creates a Assister Agency Staff Role (BASR) for a person with a consumer role and approves both the agency and the staff role.
+    #
+    # This method checks if the assister role is a primary assister.
+    # If it is, it creates a BASR for the person associated with the assister role.
+    # It then approves the assister agency profile associated with the assister role, if it is in a state where it may be approved.
+    # Finally, it accepts the newly created BASR, if it is in a state where it may be accepted.
+    #
+    # @param [AssisterRole] assister_role The assister role for which to create a BASR and approve the agency and staff role.
+    #
+    # @return [void] This method does not return a value. It modifies the state of the assister role, the assister agency profile, and the BASR.
+    #
+    # @example Create a BASR and approve both the agency and the staff role for a primary assister role
+    #   create_and_approve_staff_role_and_approve_agency(assister_role)
+    def create_and_approve_staff_role_and_approve_agency(assister_role)
+      Operations::EnsureAssisterStaffRoleForPrimaryAssister.new(:application_approved).call(assister_role)
+    end
+
+    def assister_role_update_params
+      # Only assign if nil
+      params[:person][:assister_role_attributes][:carrier_appointments] ||= {}
+      params[:person][:assister_role_attributes].permit(:license, :training, :carrier_appointments => {})
+    end
+
+    def assister_carrier_appointments
+      all_carrier_appointments = EnrollRegistry[:brokers].setting(:carrier_appointments).item.stringify_keys
+      assister_carrier_appointments_enabled = Settings.aca.broker_carrier_appointments_enabled
+      if assister_carrier_appointments_enabled
+        params[:person][:assister_role_attributes][:carrier_appointments] = all_carrier_appointments.each{ |key,_str| all_carrier_appointments[key] = "true" }
+      else
+        # Fix this
+        permitted_params = params.require(:person).require(:assister_role_attributes).permit(:carrier_appointments => {}).to_h
+        all_carrier_appointments.merge!(permitted_params[:carrier_appointments]) if permitted_params[:carrier_appointments]
+        params[:person][:assister_role_attributes][:carrier_appointments] = all_carrier_appointments
+      end
+    end
+
+    def send_secure_message_to_assister_agency(assister_role)
+      hbx_admin = HbxProfile.all.first
+      assister_agency = assister_role.assister_agency_profile
+
+      subject = "Received new assister application - #{assister_role.person.full_name}"
+      body = "<br><p>Following are assister details<br>Assister Name : #{assister_role.person.full_name}<br>Assister NPN  : #{assister_role.npn}</p>"
+      secure_message(hbx_admin, assister_agency, subject, body)
+    end
+
+    def find_assister_applicant
+      @assister_applicant = Person.find(BSON::ObjectId.from_string(params[:id]))
+    end
+
+    def check_hbx_staff_role
+      redirect_to exchanges_hbx_profiles_root_path, :flash => { :error => "You must be an HBX staff member" } unless current_user.has_hbx_staff_role?
+    end
+
+    def enable_bs4_layout
+      @bs4 = true
+    end
+
+    def resolve_layout
+      EnrollRegistry.feature_enabled?(:bs4_admin_flow) ? "progress" : "single_column"
+    end
+
+    def sort_by_latest_transition_time(assister_applicants)
+      assister_applicants.sort({"assister_role.workflow_state_transitions.created_at": -1})
+    end
+  end
+end

app/controllers/exchanges/hbx_profiles_controller.rb

@@ -313,7 +313,6 @@ def assister_index
 
   def request_help
     raise ActionController::UnknownFormat unless request.format.html?
-
     insured = Person.where(_id: params[:person]).first
     authorize insured.primary_family, :request_help?
 
@@ -334,26 +333,32 @@ def request_help
       authorize family, :hire_broker_agency?
       family.hire_broker_agency(broker_role_id)
       role = l10n("broker")
-    else
+    elsif params[:assister].present?
       agent = Person.find(params[:assister])
-      role = 'In-Person Assister'
+      assister_role_id = agent.assister_role.id
+      consumer = Person.find(params[:person])
+      family = consumer.primary_family
+      authorize family, :hire_broker_agency?
+      family.hire_assister_agency(assister_role_id)
+      role = l10n("assister")
     end
     if role
-      status_text = 'Message sent to ' + role + ' ' + agent.full_name + ' <br>'
+      status_text = "Message sent to #{role} #{agent.full_name}."
       if find_email(agent, role)
         params.merge!(consumer_person_id: consumer.id.to_s) if consumer.present?
         agent_assistance_messages(params,agent,role)
       else
-
-        status_text = "Agent has no email.   Please select another"
+        status_text = "Agent has no email. Please select another"
       end
     else
       status_text = call_customer_service params[:firstname].strip, params[:lastname].strip
     end
-    status_text = l10n("broker_agencies.successfully_assigned") if params[:broker].present?
+    status_text = l10n("broker_agencies.successfully_assigned") if params[:broker].present? || params[:assister].present?
     @person = Person.find(params[:person])
     broker_view = render_to_string 'insured/families/_consumer_brokers_widget', :layout => false
-    render :plain => {broker: broker_view, status: status_text, broker_id: broker_role_id}.to_json, layout: false
+    flash[:success] = status_text
+    broker_id = broker_role_id.present? ? broker_role_id : assister_role_id
+    render :plain => {broker: broker_view, status: status_text, broker_id: broker_id}.to_json, layout: false
   end
 
   def family_index
@@ -607,6 +612,16 @@ def broker_agency_index
     end
   end
 
+  def assister_agency_index
+    authorize HbxProfile, :assister_agency_index?
+
+    @datatable = Effective::Datatables::AssisterAgencyDatatable.new
+
+    respond_to do |format|
+      format.html { render 'exchanges/hbx_profiles/assister_agency_index_datatable' }
+    end
+  end
+
   def general_agency_index
     authorize HbxProfile, :general_agency_index?
 
@@ -880,6 +895,8 @@ def ivl_dry_run_dashboard
   def find_email(agent, role)
     if role == l10n("broker")
       agent.try(:broker_role).try(:email).try(:address)
+    elsif role == l10n("assister")
+      agent.try(:assister_role).try(:email).try(:address)
     else
       agent.try(:user).try(:email)
     end

app/controllers/insured/consumer_roles_controller.rb

@@ -255,18 +255,16 @@ def update
         fire_consumer_roles_update_for_vlp_docs(@consumer_role, @consumer_role.is_applying_coverage)
         redirect_to redirect_path
       end
+    elsif save_and_exit
+      respond_to do |format|
+        format.html {redirect_to destroy_user_session_path}
+      end
     else
-      if save_and_exit
-        respond_to do |format|
-          format.html {redirect_to destroy_user_session_path}
-        end
-      else
-        @consumer_role.build_nested_models_for_person
-        @vlp_doc_subject = get_vlp_doc_subject_by_consumer_role(@consumer_role)
-        bubble_address_errors_by_person(@consumer_role.person)
-        respond_to do |format|
-          format.html { render "edit" }
-        end
+      @consumer_role.build_nested_models_for_person
+      @vlp_doc_subject = get_vlp_doc_subject_by_consumer_role(@consumer_role)
+      bubble_address_errors_by_person(@consumer_role.person)
+      respond_to do |format|
+        format.html { render "edit" }
       end
     end
   end
@@ -486,7 +484,7 @@ def person_parameters_list
       { :addresses_attributes => [:kind, :address_1, :address_2, :city, :state, :zip, :county, :id, :_destroy] },
       { :phones_attributes => [:kind, :full_phone_number, :id, :_destroy] },
       { :emails_attributes => [:kind, :address, :id, :_destroy] },
-      { :consumer_role_attributes => [:contact_method, :language_preference]},
+      { :consumer_role_attributes => [:contact_method, :language_preference, :written_language_preference]},
       :first_name,
       :last_name,
       :middle_name,