feat: add contact topics to reports

In #5388 I added ContacTopics and ContactTopicAnswers to CaseContacts.
This allowed CasaOrgs to set topics and Users to create
ContactTopicAnswers on specific CaseContacts.

Now we want to have those answers appear in the court reports.

This PR modifies CourtReportContext to include topic information, as
well as modifies CourtReport templates to accept that information.

Modified the templates to render the correct information. If an org has
no topics the fallback is the old values.

Additionally if a org has no topics the form/details page should not
show the card for court topics.

Adds after_party update task to update prod organizations with new
templates.

app/models/case_court_report_context.rb

@@ -25,7 +25,8 @@ def context
       latest_hearing_date: latest_hearing_date,
       org_address: org_address(@path_to_template),
       volunteer: volunteer_info,
-      hearing_type_name: @court_date&.hearing_type&.name || "None"
+      hearing_type_name: @court_date&.hearing_type&.name || "None",
+      case_topics: court_topics.values
     }
   end
 
@@ -88,6 +89,51 @@ def org_address(path_to_template)
     @volunteer.casa_org.address if @volunteer && is_default_template
   end
 
+  # Sample output
+  #
+  # expected_topics = {
+  # "Question 1" => {topic: "Question 1", details: "Details 1", answers: [
+  #   {date: "12/02/20", medium: "Type A1, Type B1", value: "Answer 1"},
+  #   {date: "12/03/20", medium: "Type A2, Type B2", value: "Answer 3"}
+  # ]},
+  # "Question 2" => {topic: "Question 2", details: "Details 2", answers: [
+  #   {date: "12/02/20", medium: "Type A1, Type B1", value: "Answer 2"},
+  #   {date: "12/04/20", medium: "Type A3, Type B3", value: "Answer 5"}
+  # ]},
+  # "Question 3" => {topic: "Question 3", details: "Details 3", answers: [
+  #   {date: "12/03/20", medium: "Type A2, Type B2", value: "No Answer Provided"},
+  #   {date: "12/04/20", medium: "Type A3, Type B3", value: "No Answer Provided"}
+  # ]}
+  # }
+  def court_topics
+    topics = ContactTopic
+      .joins(contact_topic_answers: {case_contact: [:casa_case, :contact_types]}).distinct
+      .where("casa_cases.id": @casa_case.id)
+      .where("case_contacts.occurred_at": @date_range)
+      .order(:occurred_at, :value)
+      .select(:details, :question, :occurred_at, :value, :contact_made,
+        "STRING_AGG(contact_types.name, ', ' ORDER BY contact_types.name) AS medium_types")
+      .group(:details, :question, :occurred_at, :value, :contact_made)
+
+    topics.each_with_object({}) do |topic, hash|
+      hash[topic.question] ||= {
+        answers: [],
+        topic: topic.question,
+        details: topic.details
+      }
+
+      formatted_date = CourtReportFormatContactDate.new(topic).format_long
+      answer_value = topic.value.blank? ? "No Answer Provided" : topic.value
+      answer = {
+        date: formatted_date,
+        medium: topic.medium_types,
+        value: answer_value
+      }
+
+      hash[topic.question][:answers].push(answer)
+    end
+  end
+
   private
 
   def calculate_date_range(args)

app/services/court_report_format_contact_date.rb

@@ -8,4 +8,8 @@ def initialize(case_contact)
   def format
     I18n.l(@case_contact.occurred_at, format: :short_date, default: nil).concat(@case_contact.contact_made ? "" : CONTACT_UNSUCCESSFUL_PREFIX)
   end
+
+  def format_long
+    I18n.l(@case_contact.occurred_at, format: :long_date, default: nil)
+  end
 end

app/views/case_contacts/form/details.html.erb

@@ -79,6 +79,7 @@
       </div>
     </div>
 
+    <% if @case_contact.contact_topic_answers.any? %>
     <div class="card-style-1 pl-25 mb-10">
       <h4 class="mb-20 details__topics-label">Court report <%= "topic".pluralize(@case_contact.contact_topic_answers.count) %> <span class="content-1">(optional)</span></label></h4>
       <div class="">
@@ -90,6 +91,7 @@
         <% end %>
       </div>
     </div>
+    <% end %>
     <div class="actions mb-10 d-flex justify-content-between">
       <%= link_to leave_case_contacts_form_path, class: "btn-sm main-btn #{@case_contact.draft_case_ids.empty? ? 'danger' : 'primary'}-btn-outline btn-hover", data: { controller: "alert", "action": "alert#confirm", "alert-ignore-value": !@case_contact.draft_case_ids.empty?, "alert-title-value": "Discard draft?", "alert-message-value": "Are you sure? If you don't save and continue to the next step, this draft will not be recoverable." } do %>
         Back

config/locales/en.yml

@@ -38,6 +38,7 @@ en:
       full: "%B %-d, %Y"
       youth_date_of_birth: "%B %Y"
       short_date: "%-m/%d"
+      long_date: "%m/%d/%y"
       edit_profile: "%B %d, %Y at %I:%M %p %Z"
       time_on_date: "%-I:%-M %p on %m-%e-%Y"
   date:

lib/tasks/deployment/20240420230126_update_org_templates.rake

@@ -0,0 +1,29 @@
+namespace :after_party do
+  desc "Deployment task: Updates_production_casa_orgs_with_new_templates"
+  task update_org_templates: :environment do
+    puts "Running deploy task 'update_org_templates'"
+
+    mapping = {
+      "Howard County CASA" => "howard_county_report_template.docx",
+      "Voices for Children Montgomery" => "montgomery_report_template.docx",
+      "Prince George CASA" => "prince_george_report_template.docx"
+    }
+
+    mapping.each do |casa_org_name, template_file_name|
+      casa_org = CasaOrg.find_by(name: casa_org_name)
+      if casa_org
+        casa_org.court_report_template.attach(
+          io: File.new(Rails.root.join("app", "documents", "templates", template_file_name)),
+          filename: template_file_name
+        )
+      else
+        Bugsnag.notify("No #{casa_org_name} found for rake task update_org_templates")
+      end
+    end
+
+    # Update task as completed.  If you remove the line below, the task will
+    # run with every deploy (or every time you call after_party:run).
+    AfterParty::TaskRecord
+      .create version: AfterParty::TaskRecorder.new(__FILE__).timestamp
+  end
+end

spec/models/case_court_report_context_spec.rb

@@ -26,6 +26,7 @@
       allow(context).to receive(:org_address).and_return(nil)
       allow(context).to receive(:volunteer_info).and_return({})
       allow(context).to receive(:latest_hearing_date).and_return("")
+      allow(context).to receive(:court_topics).and_return({})
 
       expected_shape = {
         created_date: "January 1, 2021",
@@ -36,7 +37,8 @@
         latest_hearing_date: "",
         org_address: nil,
         volunteer: {},
-        hearing_type_name: court_date.hearing_type.name
+        hearing_type_name: court_date.hearing_type.name,
+        case_topics: []
       }
 
       expect(context.context).to eq(expected_shape)
@@ -176,6 +178,82 @@
     end
   end
 
+  describe "#court_topics" do
+    let(:org) { create(:casa_org) }
+    let(:casa_case) { create(:casa_case, casa_org: org) }
+    let(:topics) { [1, 2, 3].map { |i| create(:contact_topic, casa_org: org, question: "Question #{i}", details: "Details #{i}") } }
+    let(:contacts) do
+      [1, 2, 3, 4].map do |i|
+        create(:case_contact,
+          casa_case: casa_case,
+          occurred_at: 1.month.ago + i.days,
+          contact_types: [
+            create(:contact_type, name: "Type A#{i}"),
+            create(:contact_type, name: "Type B#{i}")
+          ])
+      end
+    end
+    # let(:contacts) { create_list(:case_contact, 4, casa_case: casa_case, occurred_at: 1.month.ago)  }
+
+    context "when given data" do
+      # Add some values that should get filtered out
+      before do
+        contact_one = create(:case_contact, casa_case: casa_case, medium_type: "in-person", occurred_at: 1.day.ago)
+        create_list(:contact_topic_answer, 2, case_contact: contact_one, contact_topic: topics[0], value: "Not included")
+
+        contact_two = create(:case_contact, casa_case: casa_case, medium_type: "in-person", occurred_at: 50.day.ago)
+        create_list(:contact_topic_answer, 2, case_contact: contact_two, contact_topic: topics[0], value: "Not included")
+
+        other_case = create(:casa_case, casa_org: org)
+        contact_three = create(:case_contact, casa_case: other_case, medium_type: "in-person", occurred_at: 50.day.ago)
+        create_list(:contact_topic_answer, 2, case_contact: contact_three, contact_topic: topics[0], value: "Not included")
+      end
+
+      it "generates correctly shaped data" do
+        # Contact 1 Answers
+        create(:contact_topic_answer, case_contact: contacts[0], contact_topic: topics[0], value: "Answer 1")
+        create(:contact_topic_answer, case_contact: contacts[0], contact_topic: topics[1], value: "Answer 2")
+
+        # Contact 2 Answers
+        create(:contact_topic_answer, case_contact: contacts[1], contact_topic: topics[0], value: "Answer 3")
+        create(:contact_topic_answer, case_contact: contacts[1], contact_topic: topics[2], value: nil)
+
+        # Contact 3 Answers
+        create(:contact_topic_answer, case_contact: contacts[2], contact_topic: topics[1], value: "Answer 5")
+        create(:contact_topic_answer, case_contact: contacts[2], contact_topic: topics[2], value: "")
+
+        # Contact 4 Answers
+        # No Answers
+
+        expected_topics = {
+          "Question 1" => {topic: "Question 1", details: "Details 1", answers: [
+            {date: "12/02/20", medium: "Type A1, Type B1", value: "Answer 1"},
+            {date: "12/03/20", medium: "Type A2, Type B2", value: "Answer 3"}
+          ]},
+          "Question 2" => {topic: "Question 2", details: "Details 2", answers: [
+            {date: "12/02/20", medium: "Type A1, Type B1", value: "Answer 2"},
+            {date: "12/04/20", medium: "Type A3, Type B3", value: "Answer 5"}
+          ]},
+          "Question 3" => {topic: "Question 3", details: "Details 3", answers: [
+            {date: "12/03/20", medium: "Type A2, Type B2", value: "No Answer Provided"},
+            {date: "12/04/20", medium: "Type A3, Type B3", value: "No Answer Provided"}
+          ]}
+        }
+
+        court_report_context = build(:case_court_report_context, start_date: 45.day.ago.to_s, end_date: 5.day.ago.to_s, casa_case: casa_case)
+
+        expect(court_report_context.court_topics).to eq(expected_topics)
+      end
+    end
+
+    context "when there are no contact topics" do
+      it "returns an empty hash" do
+        court_report_context = build(:case_court_report_context, start_date: 45.day.ago.to_s, end_date: 5.day.ago.to_s, casa_case: casa_case)
+        expect(court_report_context.court_topics).to eq({})
+      end
+    end
+  end
+
   describe "#filtered_interviewees" do
     it "filters based on date range" do
       casa_case = create(:casa_case)

spec/models/case_court_report_spec.rb

@@ -9,6 +9,114 @@
   let(:path_to_report) { Rails.root.join("tmp", "test_report.docx").to_s }
 
   context "#generate_to_string" do
+    let(:full_context) do
+      {
+        created_date: "April 9, 2024",
+        casa_case: {
+          court_date: "April 23, 2024",
+          case_number: "A-CASA-CASE-NUMBER-12345",
+          dob: "April 2012",
+          is_transitioning: false,
+          judge_name: "Judge Judy"
+        },
+        case_contacts: [
+          {name: "Some Name", type: "Type 1", dates: "4/09*", dates_by_medium_type: {"in-person" => "4/09*"}},
+          {name: "Some Other Name", type: "Type 4", dates: "4/09*", dates_by_medium_type: {"in-person" => "4/09*"}}
+        ],
+        case_court_orders: [
+          {order: "case_court_order_text", status: "Partially implemented"}
+        ],
+        case_mandates: [
+          {order: "case_mandates_text", status: "Partially implemented"}
+        ],
+        latest_hearing_date: "___<LATEST HEARING DATE>____",
+        org_address: "596 Unique Avenue Seattle, Washington",
+        volunteer: {
+          name: "name_of_volunteer",
+          supervisor_name: "name_of_supervisor",
+          assignment_date: "February 9, 2024"
+        },
+        hearing_type_name: "None",
+        case_topics: [
+          {topic: "Question 1", details: "Details 1", answers: [
+            {date: "12/01/20", medium: "Type A1, Type B1", value: "Answer 1"},
+            {date: "12/02/20", medium: "Type A2, Type B2", value: "Answer 3"}
+          ]},
+          {topic: "Question 2", details: "Details 2", answers: [
+            {date: "12/01/20", medium: "Type A1, Type B1", value: "Answer 2"},
+            {date: "12/02/20", medium: "Type A3, Type B3", value: "Answer 5"}
+          ]},
+          {topic: "Question 3", details: "Details 3", answers: [
+            {date: "12/01/20", medium: "Type A3, Type B3", value: "No Answer Provided"},
+            {date: "12/02/20", medium: "Type A2, Type B2", value: "No Answer Provided"}
+          ]}
+        ]
+      }
+    end
+    describe "contact_topics" do
+      it "all contact topics are present in the report" do
+        docx_response = generate_doc(full_context, path_to_template)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Question 1.*/)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Question 2.*/)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Question 3.*/)
+      end
+
+      it "all topic details are present in the report" do
+        docx_response = generate_doc(full_context, path_to_template)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Details 1.*/)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Details 2.*/)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Details 3.*/)
+      end
+
+      it "all answers are present with correct format" do
+        docx_response = generate_doc(full_context, path_to_template)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Type A1, Type B1 \(12\/01\/20\): Answer 1.*/)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Type A2, Type B2 \(12\/02\/20\): Answer 3.*/)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Type A1, Type B1 \(12\/01\/20\): Answer 2.*/)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Type A3, Type B3 \(12\/02\/20\): Answer 5.*/)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Type A3, Type B3 \(12\/01\/20\): No Answer Provided.*/)
+        expect(docx_response.paragraphs.map(&:to_s)).to include(/Type A2, Type B2 \(12\/02\/20\): No Answer Provided.*/)
+      end
+
+      context "when there are topics but no answers" do
+        let(:curr_context) do
+          full_context[:case_topics] = [
+            {topic: "Question 1", details: "Details 1", answers: []},
+            {topic: "Question 2", details: "Details 2", answers: []},
+            {topic: "Question 3", details: "Details 3", answers: []}
+          ]
+        end
+
+        it "all contact topics are present in the report" do
+          docx_response = generate_doc(full_context, path_to_template)
+          expect(docx_response.paragraphs.map(&:to_s)).to include(/Question 1.*/)
+          expect(docx_response.paragraphs.map(&:to_s)).to include(/Question 2.*/)
+          expect(docx_response.paragraphs.map(&:to_s)).to include(/Question 3.*/)
+        end
+        it "all topic details are present in the report" do
+          docx_response = generate_doc(full_context, path_to_template)
+          expect(docx_response.paragraphs.map(&:to_s)).to include(/Details 1.*/)
+          expect(docx_response.paragraphs.map(&:to_s)).to include(/Details 2.*/)
+          expect(docx_response.paragraphs.map(&:to_s)).to include(/Details 3.*/)
+        end
+      end
+
+      context "when there no topics" do
+        it "report does not error and puts old defaults" do
+          full_context[:case_topics] = []
+          docx_response = nil
+          expect {
+            docx_response = generate_doc(full_context, path_to_template)
+          }.not_to raise_error
+
+          expect(docx_response).not_to be_nil
+          expect(docx_response.paragraphs.map(&:to_s)).to include(/Placement.*/)
+          expect(docx_response.paragraphs.map(&:to_s)).to include(/Education\/Vocation.*/)
+          expect(docx_response.paragraphs.map(&:to_s)).to include(/Objective Information.*/)
+        end
+      end
+    end
+
     describe "when receiving valid case, volunteer, and path_to_template" do
       let(:volunteer) { create(:volunteer, :with_cases_and_contacts, :with_assigned_supervisor) }
       let(:casa_case_with_contacts) { volunteer.casa_cases.first }
@@ -367,3 +475,8 @@
     end
   end
 end
+
+def generate_doc(context, path_to_template)
+  report = CaseCourtReport.new(path_to_template: path_to_template, context: context)
+  Docx::Document.open(StringIO.new(report.generate_to_string))
+end

spec/requests/case_contacts/form_spec.rb

@@ -58,6 +58,15 @@
         end
       end
 
+      context "when an org has no topics" do
+        let(:organization) { create(:casa_org) }
+        let!(:case_contact) { create(:case_contact, :details_status, casa_case: casa_case) }
+
+        it "does not show contact topic card" do
+          page = request.parsed_body.to_html
+          expect(page).to_not include("Court report topics")
+        end
+      end
       context "when the org has topics assigned" do
         let(:contact_topics) {
           [