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automate employer setup import from word and manual entry working

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This commit is contained in:
Jason Jordan
2025-12-03 11:42:15 -05:00
parent 3fbece7da6
commit 78ce415b94
44 changed files with 1012 additions and 339 deletions
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app/forms/employer_setup_form.rb
+44 -21
View File
@@ -5,19 +5,33 @@ class EmployerSetupForm
FIRST_STEP = "general_information"
attribute :current_step, :string, default: FIRST_STEP
attribute :general_information_data
attribute :plans_data
attribute :network_exceptions_data
attribute :pl_plan_key, :string
def initialize(params = {})
# if params.present?
# params = permitted_params(params)
# end
super(params)
unless self.steps.first == FIRST_STEP
raise StepMisalignmentError, "FIRST_STEP does not match first entry in steps"
end
@general_information_data = EmployerSetupGeneralInformationForm.new(attributes[:general_information_data])
@plans_data = EmployerSetupPlansForm.new(attributes[:plans_data])
@network_exceptions_data = EmployerSetupNetworkExceptionsForm.new(attributes[:network_exceptions_data])
# @general_information_data = EmployerSetupGeneralInformationForm.new(attributes[:general_information_data])
# @plans_data = EmployerSetupPlansForm.new(attributes[:plans_data])
# @network_exceptions_data = EmployerSetupNetworkExceptionsForm.new(attributes[:network_exceptions_data])
end
# def self.form_session_init
# {
# general_information_data: {},
# plans_data: {},
# network_exceptions_data: {}
# }
# end
# def steps
# %w[general_information plans network_exceptions summary]
# end
def steps
%w[general_information plans network_exceptions summary]
end
@@ -29,11 +43,7 @@ class EmployerSetupForm
def next_step
index = steps.index(current_step)
if index && index < steps.length - 1
if steps[index + 1] == 'network_exceptions' && general_information_data.number_of_additional_network_logos == 0
steps[index + 2]
else
steps[index + 1]
end
steps[index + 1]
end
end
@@ -42,16 +52,29 @@ class EmployerSetupForm
steps[index - 1] if index && index > 0
end
def save
if valid?
pl_plan_key = attributes[:general_information_data][:pl_plan_key]
EmployerSetupGeneralInformationForm.new(attributes[:general_information_data]).save
EmployerSetupPlansForm.new(attributes[:plans_data]).save(pl_plan_key)
EmployerSetupNetworkExceptionsForm.new(attributes[:network_exceptions_data]).save(pl_plan_key)
true
else
false
end
def permitted_params(params)
params.require(:employer_setup_data).permit(
:pl_plan_key,
:current_step
)
end
def self.permitted_params
[
:pl_plan_key,
:current_step
]
end
# def save
# if valid?
# EmployerSetupGeneralInformationForm.new(attributes[:general_information_data]).save
# EmployerSetupPlansForm.new(attributes[:plans_data]).save
# EmployerSetupNetworkExceptionsForm.new(attributes[:network_exceptions_data]).save
# true
# else
# false
# end
# end
end
app/forms/employer_setup_general_information_form.rb
+46 -14
View File
@@ -5,27 +5,48 @@ class EmployerSetupGeneralInformationForm
attribute :name, :string
attribute :employer_logo
attribute :group_number, :string
attribute :dental, :boolean
attribute :dental, :boolean, default: false
attribute :pl_plan_key, :string
attribute :effect_date, :string
attribute :number_of_plans, :integer
# attribute :number_of_plans, :integer
attribute :network, :string
attribute :number_of_additional_network_logos, :integer
# attribute :number_of_additional_network_logos, :integer
validates :name, presence: true
validates :employer_logo, presence: true
validates :group_number, presence: true
validates :pl_plan_key, presence: true
validates :effect_date, presence: true
validates :number_of_plans, presence: true
# validates :number_of_plans, presence: true
validates :network, presence: true
# validates :number_of_additional_network_logos, presence: true if network = "cigna+"
# def initialize(params = {})
# super(params)
# # Ensure the attribute is a hash after initialization
# @benefit_descs = params[:benefit_descs].to_h if params[:benefit_descs]
# end
# def initialize(attributes = {})
# if attributes
# permitted_attributes = form_strong_params(attributes)
# super(permitted_attributes)
# end
def initialize(params = {})
if params.present?
params = permitted_params(params)
end
super(params)
end
def permitted_params(params)
params.require(:employer_setup_general_information_form).permit(
:name,
:employer_logo,
:group_number,
:dental,
:pl_plan_key,
:effect_date,
:number_of_plans,
:network,
:number_of_additional_network_logos
)
end
def save
# Implement logic to save data to models after all steps are complete
@@ -40,8 +61,8 @@ class EmployerSetupGeneralInformationForm
)
# Replace fairos_info with template like for benefits
fairos_info = Vhcs::HLRXCrosRef.where(pl_plan_key: 52).first
hlrx_cros_ref = Vhcs::HLRXCrosRef.create!(
fairos_info = Vhcs::HlrxCrosRef.where(pl_plan_key: 52).first
hlrx_cros_ref = Vhcs::HlrxCrosRef.create!(
group_no: group_number,
rx_group_id: group_number,
help_desk: fairos_info.help_desk,
@@ -51,15 +72,26 @@ class EmployerSetupGeneralInformationForm
)
web_employer = BrittonWeb::Employers.create!(
name: name,
pl_plan_key: pl_plan_key,
dental_plan: dental,
single_card_template: 'FairosRxIDCard',
logo: employer_logo.filename
logo: employer_logo.original_filename
)
default_network_logo =
case
when network.include?("cig")
"CignaLogo.png"
when network.include?("med")
"Logo_MC_PMS.png"
else
"CignaLogo.png"
end
BrittonWeb::NetworkLogos.create!(
employer: web_employer,
net_logo: network,
employer_id: web_employer.id,
net_logo: default_network_logo,
default: true
)
app/forms/employer_setup_network_exceptions_form.rb
+67 -14
View File
@@ -4,29 +4,82 @@ class EmployerSetupNetworkExceptionsForm
Network_exception = Struct.new(:network_logo, :exceptions)
attribute :network_exceptions, :array_of_items, default: -> { [] }
attribute :pl_plan_key, :string
attribute :number_of_additional_network_logos, :integer
# validates :network_exceptions, presence: true if number_of_additional_network_logos > 0
# def initialize(params = {})
# super(params)
# # Ensure the attribute is a hash after initialization
# @benefit_descs = params[:benefit_descs].to_h if params[:benefit_descs]
# end
def initialize(params = {})
if params.present? && params[:employer_setup_network_exceptions_form].is_a?(ActionController::Parameters)
params = permitted_params(params)
end
super(params)
end
def save(pl_plan_key)
def permitted_params(params)
params.require(:employer_setup_network_exceptions_form).permit(
network_exceptions: [
:network_logo,
exceptions: [
:type,
:value
]
]
)
end
# def self.permitted_params
# [
# network_exceptions: [
# :network_logo,
# exceptions: [
# :type,
# :value
# ]
# ]
# ]
# end
def pull_from_employer_setup_form(attributes = {})
if attributes['pl_plan_key']
self.pl_plan_key = attributes['pl_plan_key']
end
if attributes['number_of_additional_network_logos']
self.number_of_additional_network_logos = attributes['number_of_additional_network_logos']
end
end
def process_for_save(network_exceptions)
ne_array = []
network_exceptions.first.each do |ne|
processed_ne = ne.last
exceptions_array = []
processed_ne['exceptions'].each do |e|
exceptions_array.push(e.last)
end
processed_ne['exceptions'] = exceptions_array
ne_array.push(processed_ne)
end
ne_array
end
def save
# Implement logic to save data to models after all steps are complete
# For example, create a User record with the collected data
if valid?
employer = BrittonWeb::Employers.find_by(pl_plan_key: pl_plan_key)
network_exceptions.each do |ne|
BrittonWeb::NetworkLogos.create!(
employer: employer,
net_logo: ne.network_logo,
exception_type: ne.type,
exception_value: ne.value,
default: false
)
network_exceptions_data = process_for_save(network_exceptions)
network_exceptions_data.each do |ne|
ne['exceptions'].each do |ex|
BrittonWeb::NetworkLogos.create!(
employer_id: employer.id,
net_logo: ne['network_logo'].original_filename,
exception_type: ex['type'].downcase,
exception_value: ex['value'],
default: false
)
end
end
true
else
app/forms/employer_setup_plans_form.rb
+117 -18
View File
@@ -2,40 +2,111 @@ class EmployerSetupPlansForm
include ActiveModel::Model
include ActiveModel::Attributes
attribute :plans, array: true, default: -> { [] }
# attribute :benefit_descs, :hash, default: -> { {} }
PLAN_COLORS = ['atmosphere', 'copper', 'bluemana', 'bronze', 'cobalt', 'verdigris']
attr_accessor :id_card_templates
attr_accessor :id_card_template_benefits
attr_accessor :benefit_descs
# attribute :plans, array: true, default: []
attribute :plans, array: true, default: -> { [new_plan] }
attribute :pl_plan_key, :string
attribute :number_of_plans, :integer
attribute :benefit_descs, hash: true, default: -> { new_plan }
attr_accessor :plan_templates
attr_accessor :benefits_template
validates :plans, presence: true
# validates :benefit_descs, presence: true
validates :benefit_descs, presence: true
def initialize(params = {})
if params.present?
params = permitted_params(params)
end
super(params)
@id_card_templates = IdCardBenefitsTemplate.where.not(title: "BLANK")
@id_card_template_benefits = IdCardBenefitsTemplate.find_by(title: "BLANK").id_card_benefits.sort_by(&:sequence)
@plan_templates = IdCardBenefitsTemplate.where.not(title: "BLANK")
@benefits_template = IdCardBenefitsTemplate.find_by(title: "BLANK").id_card_benefits.sort_by(&:sequence)
# if attributes.present? && attributes[:plans].present?
# self.plans = Array(attributes[:plans])
# else
# self.plans = [new_plan]
# end
end
# def benefit_descs
# @benefit_descs ||= {}
# def plans_attributes=(attributes)
# self.plans = attributes.values.map { |plan_attrs| Plan.new(plan_attrs) }
# end
def save(pl_plan_key)
def persisted?
false
end
# The core method to initialize the array with a single blank item.
def ensure_one_plan_exists
if plans.empty?
self.plans << PlanForm.new
self.plans << PlanForm.new
end
end
def bulild_descs_plan
self.benefit_descs = IdCardBenefitsTemplate.find_by(title: "BLANK").id_card_benefits.sort_by(&:sequence)
end
def self.new_plan
plan = {}
self.permited_plans_keys.each do |key|
plan[key] = ""
end
plan
end
def permitted_params(params)
params.require(:employer_setup_plans_form).permit(
:pl_plan_key,
plans: self.permited_plans_keys,
benefit_descs: self.permited_plans_keys
)
end
def pull_from_employer_setup_form(attributes = {})
if attributes['pl_plan_key']
self.pl_plan_key = attributes['pl_plan_key']
end
if attributes['number_of_plans']
self.number_of_plans = attributes['number_of_plans']
end
end
# def form_strong_params(attributes)
# attributes.require(:employer_setup_plans_form).permit(
# plans: permited_plans_keys,
# benefit_descs: benefit_sequence_keys
# )
# end
def self.permited_plans_keys
(1..14).map { |i| "benefit_#{i}".to_sym }.push(:plan_id)
end
def permited_plans_keys
(1..14).map { |i| "benefit_#{i}".to_sym }.push(:plan_id)
end
def save
# Implement logic to save data to models after all steps are complete
# For example, create a User record with the collected data
if valid?
plans.each do |plan|
plan_id = plan.delete(:plan_id)
plan.each do |key, value|
Vhcs::HLEgglestonCardBenefit.create(
plan_info = plan.last
plan_id = plan_info.delete(:plan_id).to_i
plan_info.each do |key, value|
sequence = key.delete_prefix("benefit_").to_i
Vhcs::HlEgglestonCardBenefit.create(
plan_id: plan_id,
benefit_desc: benefit_descs["#{key}"],
benefit: value,
sequence: key,
sequence: sequence,
plan_key: pl_plan_key
)
end
@@ -46,4 +117,32 @@ class EmployerSetupPlansForm
end
end
end
end
class PlanForm
include ActiveModel::Model
include ActiveModel::Attributes
attribute :plan_id, :string
def initialize(attributes = {})
self.generate_attributes(14, "benefit_")
super(attributes)
end
def persisted?
false
end
def generate_attributes(count, prefix)
count.times do |i|
# attr_accessor :"#{prefix}#{i + 1}"
self.class.attribute "#{prefix}#{i + 1}".to_sym, :string
end
end
end
# dynamic_attribute_names.each do |attr_name|
# # Define each attribute as a String type (you can customize the type)
# self.class.attribute attr_name.to_sym, :string
# end