automation and view updates

app/controllers/employers_controller.rb

@@ -2,7 +2,12 @@ class EmployersController < ApplicationController
 
   # View Methods
   def index 
-    @employers = Employer.all
+    @not_automation_ready = Employer.not_automation_ready
+    @missing_keychain_initialization = Employer.missing_keychain_initialization
+    @missing_plans_initialization = Employer.missing_plans_initialization
+    @missing_members_initialization = Employer.missing_members_initialization
+    @active_with_active_id_card_setup = Employer.active_with_active_id_card_setup
+    @deactivated = Employer.deactivated
   end
 
   def show

app/controllers/id_card/plans_controller.rb

@@ -24,9 +24,14 @@ module IdCard
 
     # API Methods
 
-    def get_plan_benefits
+    def get_plan_template
-      @plan_benefits = IdCard::Plan.find(params[:id]).plan_benefits
+      @template_plan = IdCard::Plan.includes(:plan_benefits).find_by(id: params[:id], template: true)
-      render json: @plan_benefits.as_json
+      render json: @template_plan.as_json(
+        only: [:title],
+        include: {
+          plan_benefits: { except: [:id, :plan_id, :created_at, :updated_at] }
+        }
+      )
     end
 
     private

app/controllers/id_card/setup_controller.rb

@@ -87,6 +87,17 @@ module IdCard
 
     end
 
+    def update_active_status
+      @setup.active = !@setup.active
+      if @setup.save
+        puts "sucess"
+        redirect_to employer_path(@setup.employer.slug), notice: 'ID Card Active Status successfully updated.'
+      else
+        puts "fail"
+        render :show, status: :unprocessable_entity
+      end
+    end
+
     def destroy
       # @resource = Resource.find(params[:id])
       # @resource.destroy

app/javascript/controllers/benefits_template_picker_controller.js

@@ -2,7 +2,7 @@ import { Controller } from "@hotwired/stimulus";
 
 export default class extends Controller {
   static values = { url: String };
-  static targets = ["benefit"];
+  static targets = ["benefit", "title"];
 
   connect() {
   }
@@ -14,19 +14,21 @@ export default class extends Controller {
       return;
     }
     
-    const url = `/id_card/plans/${templateId}/get_plan_benefits`
+    const url = `/id_card/plans/${templateId}/get_plan_template`
     const response = await fetch(url);
-    const templateBenefitsData = await response.json();
+    const templatePlanData = await response.json();
 
-    this.#updateFields(templateBenefitsData)
+    this.#updateFields(templatePlanData)
   }
 
   clearFields() {
   }
 
-  async #updateFields(templateBenefitsData) {
+  async #updateFields(templatePlanData) {
+    const titleElement = this.titleTarget
+    titleElement.value = templatePlanData.title.match(/^(.*\d)k(?=\d)/i)[0].replace(/(\d)/, ' $1')
     const benefitTargetsList = this.benefitTargets
-    templateBenefitsData.forEach(function(bene) {
+    templatePlanData.plan_benefits.forEach(function(bene) {
       const targetElement = benefitTargetsList.find(
         (element) => element.dataset.sequence == bene.sequence
       );

app/jobs/update_employer_job.rb

@@ -1,112 +1,123 @@
 class UpdateEmployerJob < ApplicationJob
   queue_as :default
 
-  def perform(pl_plan_key, plan_header = {}, full_sync = false)
+  def perform(employer_identifier: {}, employer_plan_header: {}, full_sync: false)
 
-    unless plan_header.present?
+    if employer_plan_header.present?
-        sql_query = "SELECT PLPlanKey, PlanId, ShortDesc FROM PLPlanHeader WHERE PLPlanKey = #{pl_plan_key}"
+        pl_plan_key = employer_plan_header['PLPlanKey'].to_s
-        plan_header = VhcsRecord.connection.select_all(sql_query).first
+    elsif employer_identifier[:group_number]
+        group_number = employer_identifier[:group_number]
+        pl_plan_key = Vhcs::PlPlanGroupCode.find_by(group_code: group_number).pl_plan_key
+    elsif employer_identifier[:pl_plan_key]
+        pl_plan_key = employer_identifier[:pl_plan_key]
     end
 
-    puts "== Updating #{plan_header['ShortDesc'].strip.titleize} =="
+    if pl_plan_key.present?
 
-    plan_code = Vhcs::HlPlanCode.find_by(plan_key: plan_header['PLPlanKey'])
+        if employer_plan_header.empty?
-    pb_company_plan = Vhcs::PbCompanyPlans.find_by(pl_plan_key: plan_header['PLPlanKey'])
+            sql_query = "SELECT PLPlanKey, PlanId, ShortDesc FROM PLPlanHeader WHERE PLPlanKey = #{pl_plan_key}"
-    employer = Employer.find_or_create_by!(pl_plan_key: plan_header['PLPlanKey'])
+            employer_plan_header = VhcsRecord.connection.select_all(sql_query).first
-    full_sync = employer.previously_new_record? || full_sync
-    # id_card_setup = employer.id_card_setup || employer.create_id_card_setup(pl_plan_key: employer.pl_plan_key)
-    # id_card_setup = employer.id_card_setup.find_or_create_by(pl_plan_key: employer.pl_plan_key)
-
-    employer_update_attrs = {}
-    setup_update_attrs = {}
-
-    employer_update_attrs.merge!({
-        plan_id: plan_header['PlanId'].strip.to_i,
-        company_pb_entity_key: pb_company_plan.company_pb_entity_key
-    })
-    
-    if plan_code.present?
-        employer_update_attrs.merge!({
-            group_number: plan_code.group_number,
-            effective_date: plan_code.effect_date.strftime("%m/%d/%Y")
-        })
-        setup_update_attrs.merge!({
-            rx_group_number: plan_code.medical_number
-        })
-    end
-
-        # id_card_setup = employer.id_card_setup.find_or_create_by(pl_plan_key: employer.pl_plan_key)
-        # employer.name = plan_header['ShortDesc'].strip.titleize
-        # employer.plan_id = plan_header['PlanId'].strip.to_i
-        
-        
-        # id_card_templates = determine_id_card_templates(employer.pl_plan_key)
-        # employer.single_card_template = id_card_templates[:single_card_template]
-        # employer.multiple_card_template = id_card_templates[:multiple_card_template]
-        
-    if full_sync
-        employer_update_attrs.merge!({
-            name: plan_header['ShortDesc'].strip.titleize
-        })
-        setup_update_attrs.merge!({
-            print_name: determine_card_print_name(pb_company_plan.company_pb_entity_key, @pl_plan_key)
-        })
-    end
-    employer.update(employer_update_attrs)
-        # if full_sync
-        #     setup_update_attrs.merge!{
-        #         print_name: card_print_name
-        #     }
-        # end
-    id_card_setup = employer.id_card_setup || employer.create_id_card_setup!(pl_plan_key: employer.pl_plan_key)
-    id_card_setup.update(setup_update_attrs)
-        
-        # plan_code = Vhcs::HlPlanCode.find_by(plan_key: employer.pl_plan_key)
-        # employer.group_number = plan_code.group_number
-        # id_card_setup.rx_group_number = plan_code.medical_number
-        # employer.effective_date = plan_code.effect_date.strftime("%m/%d/%Y")
-        
-        # pb_company_plan = Vhcs::PbCompanyPlans.find_by(pl_plan_key: employer.pl_plan_key)
-        # employer.company_pb_entity_key = pb_company_plan.company_pb_entity_key
-        
-        # card_print_name = Vhcs::PbEntity.where(company_pb_entity_key: employer.company_pb_entity_key, entity_type_id: 1007).last.last_name
-        # id_card_setup.print_name = card_print_name
-
-        # if employer.up_to_date?
-        #     employer.active = true
-        # end
-
-        # employer.default_network_logo = determine_network_logos(employer.pl_plan_key)
-
-    # plan_codes = Vhcs::HlEgglestonCardBenefit.where(plan_key: employer.pl_plan_key).pluck(:plan_id).uniq
-    employer_plans = employer.id_card_setup.plans
-    plan_titles = employer_plans.pluck(:title)
-    vhcs_plans = Vhcs::PbProduct.where(company_pb_entity_key: pb_company_plan.company_pb_entity_key, is_active: 255)
-    vhcs_plans.each do |vp|
-        if employer_plans.present? && plan_titles.all?(&:present?) && employer_plans.find_by(pb_product_key: vp.pb_product_key).nil?
-            plan_title_matcher = Amatch::JaroWinkler.new(vp.short_description)
-            closest_title = plan_titles.max_by { |title| plan_title_matcher.match(title) }
-            plan = employer_plans.find_or_create_by(title: closest_title)
-            plan.update(
-                title: vp.short_description,
-                pb_product_key: vp.pb_product_key,
-                pl_plan_key: employer.pl_plan_key
-            )
-            plan_titles.delete(closest_title)
-        elsif employer_plans.blank?
-            employer_plans.create!(
-                pb_product_key: vp.pb_product_key,
-                title: vp.short_description, 
-                pl_plan_key: employer.pl_plan_key
-            )
-            # plan.update(
-            #     title: vp.short_description, 
-            #     pl_plan_key: employer.pl_plan_key
-            # )
         end
-    end
 
-    employer
+        puts "== Updating #{employer_plan_header['ShortDesc'].strip.titleize} =="
+
+        plan_code = Vhcs::HlPlanCode.find_by(plan_key: pl_plan_key)
+        pb_company_plan = Vhcs::PbCompanyPlans.find_by(pl_plan_key: pl_plan_key)
+        employer = Employer.find_or_create_by!(employer_identifier)
+        id_card_setup = employer.id_card_setup || employer.create_id_card_setup!(pl_plan_key: employer.pl_plan_key)
+        full_sync = employer.previously_new_record? || full_sync
+        unless group_number.present?
+            group_number = Vhcs::PlPlanGroupCode.find_by(pl_plan_key: pl_plan_key).group_code
+        end
+
+        employer_update_attrs = {}
+        employer_update_attrs.merge!({
+            plan_id: employer_plan_header['PlanId'].strip.to_i,
+            company_pb_entity_key: pb_company_plan.company_pb_entity_key,
+            group_number: group_number,
+            pl_plan_key: pl_plan_key
+        })
+        
+        if plan_code.present? && employer.effective_date.blank?
+            employer_update_attrs.merge!({
+                effective_date: plan_code.effect_date.strftime("%m/%d/%Y")
+            })
+        end
+
+        if full_sync && employer.name.blank?
+            employer_update_attrs.merge!({
+                name: employer_plan_header['ShortDesc'].strip.titleize
+            })
+        end 
+
+        employer.update(employer_update_attrs)
+
+        if [employer.pl_plan_key, employer.group_number, employer.company_pb_entity_key, employer.plan_id].all?(&:present?)
+            employer.update(active: true)
+        end
+        
+        setup_update_attrs = {}
+        if plan_code.present? && id_card_setup.rx_group_number.blank?
+            setup_update_attrs.merge!({
+                rx_group_number: plan_code.medical_number
+            })
+        end
+
+        if full_sync
+            setup_update_attrs.merge!({
+                print_name: determine_card_print_name(pb_company_plan.company_pb_entity_key, pl_plan_key)
+            })
+        end
+
+        id_card_setup.update(setup_update_attrs)
+            
+            # plan_code = Vhcs::HlPlanCode.find_by(plan_key: employer.pl_plan_key)
+            # employer.group_number = plan_code.group_number
+            # id_card_setup.rx_group_number = plan_code.medical_number
+            # employer.effective_date = plan_code.effect_date.strftime("%m/%d/%Y")
+            
+            # pb_company_plan = Vhcs::PbCompanyPlans.find_by(pl_plan_key: employer.pl_plan_key)
+            # employer.company_pb_entity_key = pb_company_plan.company_pb_entity_key
+            
+            # card_print_name = Vhcs::PbEntity.where(company_pb_entity_key: employer.company_pb_entity_key, entity_type_id: 1007).last.last_name
+            # id_card_setup.print_name = card_print_name
+
+            # if employer.up_to_date?
+            #     employer.active = true
+            # end
+
+            # employer.default_network_logo = determine_network_logos(employer.pl_plan_key)
+
+        # plan_codes = Vhcs::HlEgglestonCardBenefit.where(plan_key: employer.pl_plan_key).pluck(:plan_id).uniq
+        # employer_plans = employer.id_card_setup.plans
+        # plan_titles = employer_plans.pluck(:title)
+        # vhcs_plans = Vhcs::PbProduct.where(company_pb_entity_key: pb_company_plan.company_pb_entity_key, is_active: 255)
+        # vhcs_plans.each do |vp|
+        #     if employer_plans.present? && plan_titles.all?(&:present?) && employer_plans.find_by(pb_product_key: vp.pb_product_key).nil?
+        #         plan_title_matcher = Amatch::JaroWinkler.new(vp.short_description)
+        #         closest_title = plan_titles.max_by { |title| plan_title_matcher.match(title) }
+        #         plan = employer_plans.find_or_create_by(title: closest_title)
+        #         plan.update(
+        #             title: vp.short_description,
+        #             pb_product_key: vp.pb_product_key,
+        #             pl_plan_key: employer.pl_plan_key
+        #         )
+        #         plan_titles.delete(closest_title)
+        #     elsif employer_plans.blank?
+        #         employer_plans.create!(
+        #             pb_product_key: vp.pb_product_key,
+        #             title: vp.short_description, 
+        #             pl_plan_key: employer.pl_plan_key
+        #         )
+        #         # plan.update(
+        #         #     title: vp.short_description, 
+        #         #     pl_plan_key: employer.pl_plan_key
+        #         # )
+        #     end
+        # end
+
+    end
+    employer.presence
   end
 
   private

app/jobs/update_employer_plans_job.rb

@@ -0,0 +1,67 @@
+class UpdateEmployerPlansJob < ApplicationJob
+  queue_as :default
+
+  def perform(pl_plan_key)
+    
+    employer = Employer.includes(:id_card_setup).find_by(pl_plan_key: pl_plan_key)
+    setup = employer.id_card_setup
+    puts "== Updating #{employer.name} Plans =="
+
+    pb_company_plan = Vhcs::PbCompanyPlans.find_by(pl_plan_key: pl_plan_key)
+    
+    vhcs_card_plans = Vhcs::PbProduct.where(company_pb_entity_key: pb_company_plan.company_pb_entity_key, is_active: 255).where.not("ShortDescription LIKE ?", "%Vision%")
+    unless setup.has_dental
+        vhcs_card_plans = vhcs_card_plans.where.not("ShortDescription LIKE ?", "%Dental%")
+    end
+    vhcs_card_plan_product_keys = vhcs_card_plans.pluck(:pb_product_key)
+    vhcs_card_plan_titles = vhcs_card_plans.pluck(:short_description).map(&:strip)
+
+    employer_plans = employer.id_card_setup.plans
+    employer_plan_product_keys = employer_plans.pluck(:pb_product_key)
+    employer_plan_titles = employer_plans.pluck(:title)
+    plans_without_product_key = employer_plans.where(pb_product_key: ["", nil])
+
+    new_card_plan_pb_product_keys = vhcs_card_plan_product_keys - employer_plan_product_keys
+
+    vhcs_card_plans_to_import = Vhcs::PbProduct.where(pb_product_key: new_card_plan_pb_product_keys)
+    vhcs_card_plans_to_import.each do |vhcs_plan_import|
+        # if employer_plans.present? && plan_titles.all?(&:present?) && employer_plans.find_by(pb_product_key: vhcs_plan.pb_product_key).nil?
+        # if employer_plans.find_by(pb_product_key: vhcs_plan.pb_product_key).nil?
+
+        if plans_without_product_key
+            plan_title_matcher = Amatch::JaroWinkler.new(vhcs_plan_import.short_description.strip)
+            title_match = employer_plan_titles.max_by { |title| plan_title_matcher.match(title) }
+            plan = employer_plans.find_or_create_by(title: title_match)
+            plan.update(
+                pb_product_key: vhcs_plan_import.pb_product_key,
+                title: vhcs_plan_import.short_description.strip,
+                pl_plan_key: employer.pl_plan_key
+            )
+            employer_plan_titles.delete(title_match)
+        else
+            employer_plans.create!(
+                pb_product_key: vhcs_plan_import.pb_product_key,
+                title: vhcs_plan_import.short_description.strip, 
+                pl_plan_key: employer.pl_plan_key
+            )
+        end
+    end
+
+    employer
+  end
+
+  private
+
+  def determine_card_print_name(company_pb_entity_key, pl_plan_key)
+    card_print_names = Vhcs::PbEntity.where(company_pb_entity_key: company_pb_entity_key, entity_type_id: 1007)
+        .where.not("LastName LIKE ? OR LastName LIKE ? OR LastName LIKE ?", "%COBRA%", "Active", ".%").pluck(:last_name)
+    if pl_plan_key == "2"
+        "sm ART"
+    elsif card_print_names.count > 2
+        Employer.employer_trim_name(card_print_names.first)
+    else
+        card_print_names.last
+    end
+  end
+
+end

app/jobs/update_member_job.rb

@@ -3,11 +3,11 @@ class UpdateMemberJob < ApplicationJob
 
   def perform(pb_entity_key, employer_id, has_divisions = false, has_dental = false, vw_mb_member = {})
 
-  unless vw_mb_member.present?
+    unless vw_mb_member.present?
-    vw_mb_member = Vhcs::VwmbMember.find_by(enrollee_type_value_id: 1, pb_entity_key: pb_entity_key).attributes.with_indifferent_access.slice(:mb_member_key, :pb_entity_key, :pl_plan_key, :family_id, :full_name_last_name_first, :social_security_number)
+        vw_mb_member = Vhcs::VwmbMember.find_by(enrollee_type_value_id: 1, pb_entity_key: pb_entity_key).attributes.with_indifferent_access.slice(:mb_member_key, :pb_entity_key, :pl_plan_key, :family_id, :full_name_last_name_first, :social_security_number)
-  end
+    end
 
-  pb_products = Vhcs::PbProduct.joins('
+    pb_products = Vhcs::PbProduct.joins('
         INNER JOIN "PBProductAvailability" ON "PBProductAvailability"."PBProductKey" = "PBProduct"."PBProductKey" 
         INNER JOIN "PBProductParticipation" ON "PBProductParticipation"."PBProductAvailabilityKey" = "PBProductAvailability"."PBProductAvailabilityKey" 
         INNER JOIN "PBCoveredEntities" ON "PBProductParticipation"."PBProductParticipationKey" = "PBCoveredEntities"."PBProductParticipationKey"
@@ -42,7 +42,7 @@ class UpdateMemberJob < ApplicationJob
         end
 
         if has_dental
-            medical_pb_product_key = pb_products.where(short_description: "Medical")&.first&.pb_product_key
+            medical_pb_product_key = pb_products.where("ShortDescription LIKE ?", "%Medical%")&.first&.pb_product_key
             dental_pb_product_key = pb_products.where("ShortDescription LIKE ?", "%Dental%")&.first&.pb_product_key
             # dental_pb_product_key = pb_products.where(short_description: "Dental")&.first&.pb_product_key
             if dental_pb_product_key
@@ -74,8 +74,8 @@ class UpdateMemberJob < ApplicationJob
         # else
 
         # end
+        puts "---- #{member.name}"
     end
-    puts "---- #{member.name}"
     member.presence
 
   end

app/models/concerns/employer_automation.rb

@@ -2,34 +2,96 @@ module EmployerAutomation
   extend ActiveSupport::Concern
 
   included do
-    scope :new_groups, -> {
+    scope :not_automation_ready, -> {
-      where(active: false)
+      where(pl_plan_key: [nil, ''], group_number: [nil, ''])
-      .where.not(pl_plan_key: [nil, ''])
     }
 
-    scope :with_plans, -> {
+    scope :automation_ready, -> {
-      joins(id_card_setup: :plans).distinct
+      where.not(pl_plan_key: [nil, ''])
+      .or(where.not(group_number: [nil, '']))
     }
 
+    scope :missing_keychain_values, -> {
+      where(company_pb_entity_key: [nil, ''])
+        .or(where(plan_id: [nil, '']))
+        .or(where(group_number: [nil, '']))
+        .or(where(pl_plan_key: [nil, '']))
+    }
+
+    scope :missing_keychain_initialization, -> {
+      inactive.automation_ready.missing_keychain_values
+    }
+
+    scope :building_id_card_setup, -> {
+      active.left_outer_joins(:id_card_setup)
+        .where(id_card_setup: {active: false})
+    }
+
+    scope :missing_plans_initialization, -> {
+      building_id_card_setup
+        .where.missing(:plans)
+          .or(
+            where(
+              id: joins(:plans)
+                .where(plans: { pb_product_key: [nil, ''] })
+                .select(:id)
+            )
+          )
+    }
+
+    scope :missing_members_initialization, -> {
+      building_id_card_setup
+      .where.associated(:plans)
+      .where.not(
+        id: joins(:plans)
+          .where(plans: { pb_product_key: [nil, ''] })
+          .select(:id)
+      ).distinct
+    }
+
+    scope :active_with_active_id_card_setup, -> {
+      active.left_outer_joins(:id_card_setup)
+        .where(id_card_setup: {active: true})
+    }
+
+    scope :with_keychain_values, -> {
+      where.not(
+        pl_plan_key: [nil, ''], 
+        group_number: [nil, ''],
+        company_pb_entity_key: [nil, ''], 
+        plan_id: [nil, '']
+      )
+    }
+
+    scope :deactivated, -> {
+      inactive.with_keychain_values
+    }
+  #   Employer.joins(:id_card_setup)
+  # .left_outer_joins(:plans)
+  # .where(plans: { pb_product_key: [nil, ''] })
+
+  # .group('users.id')                 # Group by user ID
+  # .having('COUNT(posts.id) = 0')
+
+  # Employer.left_outer_joins(:plans)
+  #     .where(plans: { id: nil })
+  #     .or(Employer.where(plans: { pb_product_key: [nil, ''] }))
+
+  # Employer.where.missing(:plans)
+  # .or(Employer.joins(:plans).where(plans: { pb_product_key: [nil, ''] }))
+
+  # Employer.joins(id_card_setup: :plans).where.not("plans.id_card_setup_id = id_card_setup.id").or
+  # (where(plans: { pb_product_key: [nil, ''] }))
+
   #   scope :with_survey_and_no_questions, -> {
   #   joins(:survey) # join has_one
   #     .left_joins(survey: :questions) # join has_many through has_one
   #     .where(questions: { id: nil })  # filter where has_many is empty
   # }
 
-    scope :missing_keychain_values, -> {
+    # scope :missing_initial_members, -> {
-      new_groups
+    #   new_groups.with_plans
-      .where(
+    # }
-        arel_table[:company_pb_entity_key].in([nil, ''])
-        .or(arel_table[:plan_id].in([nil, '']))
-        .or(arel_table[:group_number].in([nil, '']))
-        .or(arel_table[:effective_date].in([nil, '']))
-      )
-    }
-
-    scope :missing_initial_members, -> {
-      new_groups.with_plans
-    }
   end
 
 #   class_methods do
@@ -49,11 +111,21 @@ module EmployerAutomation
   # end
 
   def sync_members_with_vhcs
-    AutomationService::EmployerMembersUpdate.new(self.pl_plan_key).call
+    AutomationService::EmployerMembersUpdate.new(pl_plan_key).call
   end
 
+  def sync_plans_with_vhcs
+    AutomationService::EmployerPlansUpdate.new(pl_plan_key).call
+  end
+
+  def automation_identifier
+    attributes.with_indifferent_access.slice(
+      pl_plan_key.present? ? :pl_plan_key : :group_number
+    )
+  end
 
   def sync_with_vhcs
-    AutomationService::EmployerUpdate.new(self.pl_plan_key).call
+    employer_identifier = automation_identifier
+    AutomationService::EmployerUpdate.new(employer_identifier).call
   end
 end

app/models/employer.rb

@@ -3,54 +3,23 @@ class Employer < ApplicationRecord
   has_many :members, dependent: :destroy
   accepts_nested_attributes_for :members, allow_destroy: true, reject_if: :all_blank
   has_one :id_card_setup, class_name: 'IdCard::Setup', dependent: :destroy
-
+  has_many :plans, class_name: 'IdCard::Plan', through: :id_card_setup
 
   scope :active, -> { where(active: true) }
   scope :inactive, -> { where(active: false) }
 
-
-
-  # before_save :process_employer_logo
-  # before_save :process_employer_logo, if: :employer_logo_filename_changed?
-  # before_save :create_slug, if: :new_record?
   before_save :create_slug, if: :will_save_change_to_name?
-  # before_save :set_active_status, unless: :will_save_change_to_active?
+  before_save :deactivation_check, if: :will_save_change_to_active?
-  # after_save :process_employer_logo, if: :saved_change_to_employer_logo_filename?
 
-  # def process_employer_logo
-  #   # if self.employer_logo.present? && !self.employer_logo.is_a?(String)
-  #   #   self.card_logo_files.new(
-  #   #     filename: self.employer_logo.filename, 
-  #   #     logo_type: 'employer',
-  #   #     image: self.employer_logo.data,
-  #   #     pl_plan_key: self.pl_plan_key || ""
-  #   #   )
-  #   # end
-  #   if self.employer_logo_filename.present? && self.employer_logo_filename.is_a?(String)
-  #     image_file = CardLogoFile.find_by(filename: self.employer_logo_filename)
-  #     if image_file.present?
-  #       if self.employer_brand_logo.present?
-  #         self.employer_brand_logo.update(card_logo_file: image_file)
-  #       else
-  #         self.create_employer_brand_logo(card_logo_file: image_file, logo_type: 'employer')
-  #       end
-  #     end
-
-  #   end
-  # end
 
   def create_slug
-    self.slug = Employer.employer_trim_name(self.name).parameterize
+    self.slug = Employer.employer_trim_name(name).parameterize
   end
 
-   def set_active_status
+  def deactivation_check
-    self.active = (
+    if active == false
-      self.pl_plan_key.present? &&
+      id_card_setup&.update(active: false)
-      self.company_pb_entity_key.present? &&
+    end
-      self.plan_id.present? &&
-      self.group_number.present? &&
-      self.effective_date.present?
-    )
   end
 
   def id_card_enabled?

app/models/id_card/plan.rb

@@ -6,26 +6,25 @@ module IdCard
 
     scope :templates, -> { where(template: true) }
 
-    BENEFIT_FIELDS = ["Primary Visit",
+    FARIOS_BENEFIT_FIELDS = ["Primary Visit", "Specialist Visit", "Urgent Care", "INN-Ind Ded", "INN-Family Ded", "OON-Ind Ded", "OON-Family Ded", "Co-Insurance", "INN-Ind OOP", "INN-Family OOP", "OON-Ind OOP", "OON-Family OOP", "Emergency Room", "Preventive Care"].freeze
-      "Specialist Visit",
+    TANDEMLOC_BENEFIT_FIELDS = ["Physician Visit", "Specialist Visit", "Urgent Care", "Deductible", "Co-Insurance", "Out-of-Pocket", "Emergency Room", "Preventive Care"].freeze
-      "Urgent Care",
+    SMART_BENEFIT_FIELDS = [].freeze
-      "INN-Ind Ded",
-      "INN-Family Ded",
-      "OON-Ind Ded",
-      "OON-Family Ded",
-      "Co-Insurance",
-      "INN-Ind OOP",
-      "INN-Family OOP",
-      "OON-Ind OOP",
-      "OON-Family OOP",
-      "Emergency Room",
-      "Preventive Care"].freeze
 
     after_initialize :build_plan_benefits, if: :new_record?
 
     def build_plan_benefits
-      BENEFIT_FIELDS.each_with_index do |bene, i|
+      if plan_benefits.empty?
-        self.plan_benefits.build(benefit_desc: bene, sequence: (i + 1))
+        plan_benefit_fields = case setup&.card_template
+                              when "TandemlocIDCard"
+                                TANDEMLOC_BENEFIT_FIELDS
+                              when "SmartIDCard"
+                                SMART_BENEFIT_FIELDS
+                              else
+                                FARIOS_BENEFIT_FIELDS
+                              end
+        plan_benefit_fields.each_with_index do |bene, i|
+          self.plan_benefits.build(benefit_desc: bene, sequence: (i + 1))
+        end
       end
     end
 

app/models/vhcs/pb_org_unit.rb

@@ -0,0 +1,43 @@
+module Vhcs
+  class PbOrgUnit < VhcsRecord
+
+    self.table_name = 'PBOrgUnit'
+
+    alias_attribute :pb_entity_key, :PBEntityKey
+    alias_attribute :web_site, :WebSite
+    alias_attribute :federal_tax_id, :FederalTaxID
+    alias_attribute :duns_number, :DunsNumber
+    alias_attribute :company_number, :CompanyNumber
+    alias_attribute :company_location, :CompanyLocation
+    alias_attribute :division, :Division
+    alias_attribute :policy_number, :PolicyNumber
+    alias_attribute :when_last_changed, :WhenLastChanged
+    alias_attribute :who_last_changed, :WhoLastChanged
+    alias_attribute :mmsea_employer_size_g_1_1_5, :MMSEAEmployerSize_G115
+    alias_attribute :wait_period_delay_type_g_1_0_7, :WaitPeriodDelayType_G107
+    alias_attribute :wait_period, :WaitPeriod
+    alias_attribute :wait_period_unit_g_1_0_6, :WaitPeriodUnit_G106
+
+    def attributes
+      rails_like = {
+          pb_entity_key: self.pb_entity_key,
+          web_site: self.web_site,
+          federal_tax_id: self.federal_tax_id,
+          duns_number: self.duns_number,
+          company_number: self.company_number,
+          company_location: self.company_location,
+          division: self.division,
+          policy_number: self.policy_number,
+          when_last_changed: self.when_last_changed,
+          who_last_changed: self.who_last_changed,
+          mmsea_employer_size_g_1_1_5: self.mmsea_employer_size_g_1_1_5,
+          wait_period_delay_type_g_1_0_7: self.wait_period_delay_type_g_1_0_7,
+          wait_period: self.wait_period,
+          wait_period_unit_g_1_0_6: self.wait_period_unit_g_1_0_6,
+      }
+      super.merge(rails_like)
+    end
+
+
+  end
+end

app/models/vhcs/pl_plan_group_code.rb

@@ -0,0 +1,23 @@
+module Vhcs
+  class PlPlanGroupCode < VhcsRecord
+
+    self.table_name = 'PLPlanGroupCode'
+
+    alias_attribute :group_code, :GroupCode
+    alias_attribute :pl_plan_key, :PLPlanKey
+    alias_attribute :pl_cov_type_hdr_key, :PLCovTypeHdrKey
+    alias_attribute :group_code_desc, :GroupCodeDesc
+
+    def attributes
+      rails_like = {
+          group_code: self.group_code,
+          pl_plan_key: self.pl_plan_key,
+          pl_cov_type_hdr_key: self.pl_cov_type_hdr_key,
+          group_code_desc: self.group_code_desc,
+      }
+      super.merge(rails_like)
+    end
+
+
+  end
+end

app/services/automation_service/batch_employer_update.rb

@@ -0,0 +1,27 @@
+module AutomationService
+    class BatchEmployerUpdate
+
+        def initialize(pl_plan_keys)
+            @pl_plan_keys = pl_plan_keys
+        end
+
+        def call
+            sql_query = "SELECT PLPlanKey, PlanId, ShortDesc FROM PLPlanHeader 
+                        WHERE ActiveInactive = 'Active' AND PLPlanKey IN (#{@pl_plan_keys.join(',')})"
+            employer_plan_headers = VhcsRecord.connection.select_all(sql_query)
+
+            employer_update_futures = employer_plan_headers.map do |employer_plan_header|
+                Concurrent::Future.execute do
+                    ActiveRecord::Base.connection_pool.with_connection do
+                        UpdateEmployerJob.perform_later(employer_plan_header: employer_plan_header)
+                    end
+                end
+            end
+
+            employer_update_futures.map(&:value)
+        end
+        
+    end
+end
+
+# AutomationService::MemberUpdate('13', 337710)

app/services/automation_service/employer_members_update.rb

@@ -21,13 +21,16 @@ module AutomationService
             member_update_futures = vw_mb_members.map do |vw_mb_member|
                 Concurrent::Future.execute do
                     ActiveRecord::Base.connection_pool.with_connection do
-                        UpdateMemberJob.perform_now(@pb_entity_key, employer.id, card_setup.has_divisions, card_setup.has_dental, vw_mb_member)
+                        UpdateMemberJob.perform_now(vw_mb_member.pb_entity_key, employer.id, card_setup.has_divisions, card_setup.has_dental, vw_mb_member)
                     end
                 end
             end
 
             member_updates = member_update_futures.map(&:value).compact
             employer.members = member_updates
+            if member_updates.empty? && employer.id_card_setup.active
+                employer.active = false
+            end
             employer.save
 
         end        

app/services/automation_service/employer_plans_update.rb

@@ -0,0 +1,22 @@
+module AutomationService
+    class EmployerPlansUpdate
+
+        def initialize(pl_plan_key)
+            @pl_plan_key = pl_plan_key
+        end
+
+        def call
+            # employer = Employer.includes(:id_card_setup).find_by(pl_plan_key: @pl_plan_key)
+            # card_setup = employer.id_card_setup
+            UpdateEmployerPlansJob.new.perform(@pl_plan_key)
+            # if employer.present?
+            #     employer.save
+            # else
+            #     Member.find_by(pb_entity_key: vw_mb_member[:pb_entity_key]).destroy
+            # end
+        end
+        
+    end
+end
+
+# AutomationService::MemberUpdate('13', 337710)

app/services/automation_service/employer_update.rb

@@ -1,15 +1,15 @@
 module AutomationService
     class EmployerUpdate
 
-        def initialize(pl_plan_key, full_sync = false)
+        def initialize(employer_identifier, full_sync = false)
-            @pl_plan_key = pl_plan_key
+            @employer_identifier = employer_identifier
             @full_sync = full_sync
         end
 
         def call
-            # employer = Employer.includes(:id_card_setup).find_by(pl_plan_key: @pl_plan_key)
+            # employer = Employer.includes(:id_card_setup).find_by(employer_identifier: @employer_identifier)
             # card_setup = employer.id_card_setup
-            UpdateEmployerJob.new.perform(@pl_plan_key, {}, @full_sync)
+            UpdateEmployerJob.new.perform(employer_identifier: @employer_identifier, full_sync: @full_sync)
             # if employer.present?
             #     employer.save
             # else

app/views/employers/index.html.erb

@@ -1,33 +1,120 @@
 <div class="bg-deepcove h-full w-full flex flex-col justify-start">
   <div class="flex items-center">
     <h1 class="font-bold text-4xl text-platinum my-5">Employers</h1>
-    <%= link_to new_employer_path, class: "flex justify-center items-center h-8 w-8 ml-2 mb-6 text-sm text-bronze bg-deepcove hover:bg-cobalt font-semibold p-1 rounded-lg border-2 border-cobalt" do %>
+    <%= link_to new_employer_path, class: "flex justify-center items-center h-8 w-8 ml-2 mb-6 text-sm text-bronze bg-deepcove hover:bg-cobalt font-semibold p-1 -l border-2 border-cobalt" do %>
       <%= icon "clipboard-plus", library: "lucide" %>
     <% end %>
-
   </div>
-  <% plan_colors = IdCard::Setup::FORM_COLORS.push('copper', 'bronze').shuffle %>
+  <% if @not_automation_ready.present? || @missing_keychain_initialization.present? || @missing_plans_initialization.present? || @missing_members_initialization.present? %>
-  <% @color_index = 0 %>
+    <h2 class="font-bold text-3xl text-brightlava my-5">In Process:</h2>
-  <h2 class="font-bold text-3xl text-brightlava my-5">In Process:</h2>
+    <% no_employers_text = @not_automation_ready.present? ? "" : " NONE" %>
-  <% @employers.inactive.each_with_index do |emp, index| %>
+    <h3 class="font-bold text-xl text-bronze my-5 ml-10">
-    <% item_color_index = @color_index == 0 ? 0 : @color_index % plan_colors.length %>
+      <%= "Waiting for Groups Number/Pl Plan Key:#{no_employers_text}" %>
-    <div class="w-1/2 flex text-2xl text-platinum font-bold px-4 py-4 ml-10 space-x-4 rounded-lg border-l-5 border-b-2 <%= "border-#{plan_colors[item_color_index]}" %>">
+    </h2>
-      <%= link_to emp.name, employer_path(emp.slug), class: "hover:text-#{plan_colors[item_color_index]}" %>
+    <div class="flex flex-wrap w-full pl-20 pr-10 gap-x-4 gap-y-3">
-      <div>
+      <% @not_automation_ready.each_with_index do |emp, index| %>
-        <%= "(Effective #{emp.effective_date})" %>
+        <div class="w-[23%] inline-flex flex-col text-platinum font-bold px-4 rounded-l-lg border-l-5 border-b-2 border-bronze">
-      </div>
+          <div class="w-full flex text-xl">
+            <%= link_to emp.name, employer_path(emp.slug), class: "text-bronze hover:text-platinum" %>
+          </div>
+          <div class="w-full flex text-md font-medium">
+            <%= "(Effective #{emp.effective_date})" %>
+          </div>
+        </div>
+      <% end %>
+    </div>
+    <% no_employers_text = @missing_keychain_initialization.present? ? "" : " NONE" %>
+    <h3 class="font-bold text-xl text-verdigris-vivid my-5 ml-10">
+      <%= "Waiting for Employer to be created in VHCS:#{no_employers_text}" %>
+    </h2>
+    <div class="flex flex-wrap w-full pl-20 pr-10 gap-x-4 gap-y-3">
+      <% @missing_keychain_initialization.each_with_index do |emp, index| %>
+        <div class="w-[23%] inline-flex flex-col text-platinum font-bold px-4 rounded-l-lg border-l-5 border-b-2 border-verdigris-vivid">
+          <div class="w-full flex text-xl">
+            <%= link_to emp.name, employer_path(emp.slug), class: "text-verdigris-vivid hover:text-platinum" %>
+          </div>
+          <div class="w-full flex text-md font-medium">
+            <%= "(Effective #{emp.effective_date})" %>
+          </div>
+        </div>
+      <% end %>
+    </div>
+    <% no_employers_text = @missing_plans_initialization.present? ? "" : " NONE" %>
+    <h3 class="font-bold text-xl text-copper my-5 ml-10">
+      <%= "Waiting for Plans to be created in VHCS:#{no_employers_text}" %>
+    </h2>
+    <div class="flex flex-wrap w-full pl-20 pr-10 gap-x-4 gap-y-3">
+      <% @missing_plans_initialization.each_with_index do |emp, index| %>
+        <div class="w-[23%] inline-flex flex-col text-platinum font-bold px-4 rounded-l-lg border-l-5 border-b-2 border-copper">
+          <div class="w-full flex text-xl">
+            <%= link_to emp.name, employer_path(emp.slug), class: "text-copper hover:text-platinum" %>
+          </div>
+          <div class="w-full flex text-md font-medium">
+            <%= "(Effective #{emp.effective_date})" %>
+          </div>
+        </div>
+      <% end %>
+    </div>
+    <% no_employers_text = @missing_members_initialization.present? ? "" : " NONE" %>
+    <h3 class="font-bold text-xl text-bluemana my-5 ml-10">
+      <%= "Waiting for Inital Members to be created in VHCS:#{no_employers_text}" %>
+    </h2>
+    <div class="flex flex-wrap w-full pl-20 pr-10 gap-x-4 gap-y-3">
+      <% @missing_members_initialization.each_with_index do |emp, index| %>
+        <div class="w-[32%] inline-flex flex-col text-platinum font-bold px-4 rounded-l-lg border-l-5 border-b-2 border-bluemana">
+          <div class="w-full flex">
+            <%= link_to emp.name, employer_path(emp.slug), class: "text-bluemana hover:text-platinum" %>
+          </div>
+          <div class="w-full flex justify-between text-md font-medium">
+            <% member_counter_color = "text-".concat(emp.members.present? ? "limegreen" : "brightlava") %>
+            <div>
+              Members: 
+              <span class="ml-2 <%= member_counter_color %>">
+                <%= emp.members.count %>
+              </span>
+            </div>
+            <div class="ml-2">
+              <%= "(Effective #{emp.effective_date})" %>
+            </div>
+          </div>
+        </div>
+      <% end %>
     </div>
-    <% @color_index += 1 %>
   <% end %>
   <h2 class="font-bold text-3xl text-limegreen my-5">Live:</h2>
-  <% @employers.active.each_with_index do |emp, index| %>
+  <div class="flex flex-wrap w-full px-10 gap-x-4 gap-y-3">
-    <% item_color_index = @color_index == 0 ? 0 : @color_index % plan_colors.length %>
+    <% @active_with_active_id_card_setup.order(:name).each_with_index do |emp, index| %>
-    <div class="w-1/2 flex text-2xl text-platinum font-bold px-4 py-4 ml-10 space-x-4 rounded-lg border-l-5 border-b-2 <%= "border-#{plan_colors[item_color_index]}" %>">
+      <div class="w-[23%] inline-flex flex-col text-platinum font-bold px-4 rounded-l-lg border-l-5 border-b-2 border-atmosphere">
-      <%= link_to "(#{emp.pl_plan_key}) - #{emp.name}", employer_path(emp.slug), class: "hover:text-#{plan_colors[item_color_index]}" %>
+        <div class="w-full flex text-xl space-x-4">
-      <div>
+          <%= link_to emp.name, employer_path(emp.slug), class: "text-atmosphere hover:text-platinum" %>
-        <%= "(#{emp.members.count} Members)" %>
+        </div>
+        <div class="w-full flex text-md font-medium space-x-2">
+          <div>
+            Members: 
+            <span class="ml-2">
+              <%= emp.members.count %>
+            </span>
+          </div>
+        </div>
       </div>
-    </div>
+    <% end %>
-    <% @color_index += 1 %>
+  </div>
-  <% end %>
+  <h2 class="font-bold text-3xl text-[#ADADAD] my-5">Deactivated:</h2>
+  <div class="flex flex-wrap w-full px-10 gap-x-4 gap-y-3">
+    <% @deactivated.each_with_index do |emp, index| %>
+      <div class="w-[23%] inline-flex flex-col text-[#ADADAD] font-bold px-4 rounded-l-lg border-l-5 border-b-2 border-[#ADADAD]">
+        <div class="w-full flex text-xl space-x-4">
+          <%= link_to emp.name, employer_path(emp.slug), class: "text-platinum hover:text-bluemana" %>
+        </div>
+        <div class="w-full flex text-md font-medium space-x-2">
+          <div>
+            Members: 
+            <span class="ml-2">
+              <%= emp.members.count %>
+            </span>
+          </div>
+        </div>
+      </div>
+    <% end %>
+  </div>
 </div>

app/views/employers/show.html.erb

@@ -84,6 +84,9 @@
                             <%= link_to "General", employer_id_card_setup_index_path(employer_id: @employer.slug), data: { turbo: false }, class: "flex justify-center items-center w-full cursor-pointer bg-#{module_color} hover:bg-deepcove border-2 border-#{module_color} text-platinum font-bold px-3 rounded-lg h-10 transition duration-100" %>
                             <%= link_to "Plans", plans_employer_id_card_setup_index_path(employer_id: @employer.slug), data: { turbo: false }, class: "flex justify-center items-center w-full cursor-pointer bg-#{module_color} hover:bg-deepcove border-2 border-#{module_color} text-platinum font-bold px-3 rounded-lg h-10 transition duration-100" %>
                             <%= link_to 'Exceptions (Optional)', field_exceptions_employer_id_card_setup_index_path(employer_id: @employer.slug ), data: { turbo: false }, class: "flex justify-center items-center w-full cursor-pointer bg-#{module_color} hover:bg-deepcove border-2 border-#{module_color} text-platinum font-bold px-3 rounded-lg h-10 transition duration-100" %>
+                            <% unless @employer.id_card_setup.active %>
+                                <%= link_to 'Activate ID Cards', update_active_status_employer_id_card_setup_index_path(employer_id: @employer.slug ), data: { turbo: false }, class: "flex justify-center items-center w-full cursor-pointer bg-brightlava hover:bg-deepcove border-2 border-brightlava text-platinum font-bold px-3 rounded-lg h-10 transition duration-100" %>
+                            <% end %>
                         </div>
                     </div>
                     <div class="grow-1 flex flex-col items-center w-full">

app/views/id_card/setup/_plan_fields.html.erb

@@ -1,12 +1,13 @@
 <div class="pl-1 w-full">
-    <%= plan_fields.text_field :title, label: { text: "Plan Title" }, class: "w-full", data: { add_plan_target: "plan" } %>
+    <%= plan_fields.text_field :title, label: { text: "Plan Title" }, class: "w-full", data: { add_plan_target: "plan", benefits_template_picker_target: "title" } %>
 </div>
 <% if plan_fields.object.persisted? %>
     <div class="pl-1 w-full">
         <%= plan_fields.text_field :pb_product_key, label: { text: "Plan Product Key" }, class: "w-full" %>
     </div>
     <%= plan_fields.hidden_field :id %>
-<% else %>
+<% end %>
+<% unless plan_fields.object.setup.active %>
     <div class="pl-1 pb-2 w-full">
         <%= f.select :template_id, options_from_collection_for_select(@plan_templates, :id, :title), { prompt: "Select Plan Template", class: "w-full" }, { data: { action: "benefits-template-picker#fetchData" }} %>
     </div>

compose.yaml

@@ -19,25 +19,25 @@ services:
       - PGID=100
     tty: true
     stdin_open: true
-    depends_on:
+    # depends_on:
-      db:
+    #   db:
-        condition: service_healthy
+    #     condition: service_healthy
       # redis:
       #   condition: service_started
-  db:
+  # db:
-    build:
+  #   build:
-      context: .
+  #     context: .
-      dockerfile: Dockerfile.db
+  #     dockerfile: Dockerfile.db
-    volumes:
+  #   volumes:
-      - ./mssql-data:/var/opt/mssql
+  #     - ./mssql-data:/var/opt/mssql
-    ports:
+  #   ports:
-      - "1434:1434"
+  #     - "1434:1434"
-    healthcheck:
+  #   healthcheck:
-      test: ["CMD", "/opt/mssql-tools/bin/sqlcmd", "-Usa", "-PBr1tt0nPassw0rd", "-Q", "select 1"]
+  #     test: ["CMD", "/opt/mssql-tools/bin/sqlcmd", "-Usa", "-PBr1tt0nPassw0rd", "-Q", "select 1"]
-      interval: 10s
+  #     interval: 10s
-      timeout: 3s
+  #     timeout: 3s
-      retries: 10
+  #     retries: 10
-      start_period: 10s
+  #     start_period: 10s
   # redis:
   #   image: redis
   #   volumes:

config/routes.rb

@@ -32,7 +32,7 @@ Rails.application.routes.draw do
     #     get 'generate_full_page'
     #   end
     # end
-    get 'plans/:id/get_plan_benefits', to: 'plans#get_plan_benefits'
+    get 'plans/:id/get_plan_template', to: 'plans#get_plan_template'
   end
   # resources :employer_setup
   resources :employers do
@@ -48,6 +48,7 @@ Rails.application.routes.draw do
           patch 'update_plans'
           get 'field_exceptions'
           patch 'update_field_exceptions'
+          get 'update_active_status'
         end
       end
     end

config/schedule.rb

@@ -1,9 +1,15 @@
-set :output, "./log/cron_log.log"
+set :output, "log/cron_log.log"
+set :environment, ENV['RAILS_ENV'] || 'development'
+
+every 1.minute do
+  runner "Rails.logger.info 'Cron test ran at: ' + Time.now.to_s"
+  command "echo 'Cron test ran at: ' $(date) >> log/cron_log.log"
+end
 
 every 1.day, at: ['6:00 am', '6:00 pm'] do
-  rake "employer_automation:employer_members_update"
+  rake "employer_automation:employer_maintenance"
 end
 
 every '0,15,30,45 7-18 * * 1-5' do
-  rake "employer_automation:employer_update"
+  rake "employer_automation:employer_initialize"
 end

db/migrate/20260114183848_create_members.rb

@@ -10,6 +10,7 @@ class CreateMembers < ActiveRecord::Migration[7.2]
       t.string :coverage_class
       t.string :division
       t.string :dental_plan_key
+      t.text :dependents
       t.belongs_to :employer, foreign_key: true
       t.belongs_to :id_card_plan, null: true, foreign_key: true
 

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2026_04_09_175359) do
+ActiveRecord::Schema[7.2].define(version: 2026_04_08_210447) do
   create_table "employers", force: :cascade do |t|
     t.string "name"
     t.string "slug"
@@ -266,11 +266,11 @@ ActiveRecord::Schema[7.2].define(version: 2026_04_09_175359) do
     t.string "coverage_class"
     t.string "division"
     t.string "dental_plan_key"
+    t.text "dependents"
     t.bigint "employer_id"
     t.bigint "id_card_plan_id"
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
-    t.text "dependents"
     t.index ["employer_id"], name: "index_members_on_employer_id"
     t.index ["id_card_plan_id"], name: "index_members_on_id_card_plan_id"
   end

db/seeds.rb

@@ -1,347 +1,24 @@
-require "vips"
-require "image_processing/vips"
 
-def determine_id_card_templates(pl_plan_key)
+    seed_tasks = [
-    case pl_plan_key
+      "seed_tasks:build_plan_templates",
-    when "2"
+      "seed_tasks:build_provider_sections",
-        "SmartIDCard"
+      "seed_tasks:build_rx_sections",
-    when "3"
+      "seed_tasks:build_network_logos",
-        "TandemlocIDCard"
+      "seed_tasks:build_employer_logos",
-    when "56"
+
-        "QRCodeIDCard"
+      "seed_tasks:build_vendors",
-    else
+      "seed_tasks:build_carriers",
-        "FairosRxIDCard"
+      "seed_tasks:build_brokers",
+      "seed_tasks:build_employers",
+      
+      "seed_tasks:determine_card_templates",
+      "seed_tasks:determine_network_fields",
+      "seed_tasks:determine_employer_fields",
+
+      "seed_tasks:build_members"
+    ]
+
+    seed_tasks.each do |task_name|
+      Rake::Task[task_name].invoke
+      Rake::Task[task_name].reenable
     end
-end
-
-def determine_id_card_rx(pl_plan_key)
-    if pl_plan_key == "56"
-        "TheHealthBus"
-    else
-        "FairosRx"
-    end
-end
-
-def determine_id_card_network(pl_plan_key)
-    cigna_groups = ["13","20","39","48","49","51","53","54","56","58","60","61","62","65","67","68","69"]
-    medcost_groups = ["4","5","16","23","33","55","57","59","63","66"]
-    old_cigna_groups = ["19","21"]
-    smart_medcost = ["2"]
-    tan_medcost = ["3"]
-
-    case
-    when cigna_groups.include?(pl_plan_key) || pl_plan_key.blank?
-        { provider: "Cigna", network_logo: "CignaLogo.png", provider_section: "Cigna" }
-    when medcost_groups.include?(pl_plan_key)
-        { provider: "MedCost", network_logo: "MedcostLogo.png", provider_section: "MedCost" }
-    when old_cigna_groups.include?(pl_plan_key)
-        { provider: "Cigna", network_logo: "CignaLogo.png", provider_section: "Cigna (Beam/Stevens)" }
-    when smart_medcost.include?(pl_plan_key)
-        { provider: "MedCost", network_logo: "MedcostLogo.png", provider_section: "MedCost (smART)" }
-    when tan_medcost.include?(pl_plan_key)
-        { provider: "MedCost", network_logo: "MedcostLogo.png", provider_section: "MedCost (Tandemloc)" }
-    end
-
-end
-
-def determine_divisions(pl_plan_key)
-    division_employers = ["2", "16"]
-
-    if division_employers.include?(pl_plan_key)
-        true
-    else
-        false
-    end
-end
-
-def determine_dental(pl_plan_key)
-    dental_employers = ["2", "3"]
-
-    if dental_employers.include?(pl_plan_key)
-        true
-    else
-        false
-    end
-end
-
-def determine_card_color(pl_plan_key)
-    if pl_plan_key == "3"
-        "blue"
-    else
-        "white"
-    end
-end
-
-def determine_field_exceptions(pl_plan_key)
-    exceptions_map = {
-    "3" => [{
-        exception_type: "state",
-        exception_values: ["AZ", "MO", "IL"],
-        field_exception_items_attributes: [
-            {field_name: "provider_section", provider_section_id: 3},
-            {field_name: "network_logo", network_logo_id: 8}
-        ]
-    }],
-    "13" => [{
-        exception_type: "zipcode",
-        exception_values: ["14422", "14623", "14624"],
-        field_exception_items_attributes: [
-            {field_name: "network_logo", network_logo_id: 3}
-        ]
-    }],
-    "16" => [{
-        exception_type: "state",
-        exception_values: ["VA"],
-        field_exception_items_attributes: [
-            {field_name: "medical_eff_date", field_value: "12/01/2025"},
-            {field_name: "provider_section", provider_section_id: 7},
-            {field_name: "network_logo", network_logo_id: 6}
-        ]
-    }],
-    "21" => [{
-        exception_type: "state",
-        exception_values: ["VA"],
-        field_exception_items_attributes: [
-            {field_name: "network_logo", network_logo_id: 3}
-        ]
-    }],
-    "51" => [{
-        exception_type: "zipcode",
-        exception_values: ["41456", "41149", "41124"],
-        field_exception_items_attributes: [
-            {field_name: "network_logo", network_logo_id: 4}
-        ]
-    }],
-    "55" => [{
-        exception_type: "state",
-        exception_values: ["CA", "GA"],
-        field_exception_items_attributes: [
-            {field_name: "provider_section", provider_section_id: 8},
-            {field_name: "network_logo", network_logo_id: 5}
-        ]
-    }],
-    "62" => [
-        {
-        exception_type: "zipcode",
-        exception_values: ["49420", "48167"],
-        field_exception_items_attributes: [
-            {field_name: "network_logo", network_logo_id: 2}
-            ]
-        },
-        {
-        exception_type: "zipcode",
-        exception_values: ["55419", "55379"],
-        field_exception_items_attributes: [
-            {field_name: "network_logo", network_logo_id: 1}
-            ]
-        }
-    ],
-    "65" => [
-        {
-        exception_type: "zipcode",
-        exception_values: ["48430", "44842", "48649"],
-        field_exception_items_attributes: [
-            {field_name: "network_logo", network_logo_id: 2}
-            ]
-        },
-        {
-        exception_type: "zipcode",
-        exception_values: ["55372", "55021"],
-        field_exception_items_attributes: [
-            {field_name: "network_logo", network_logo_id: 1}
-            ]
-        },
-        {
-        exception_type: "zipcode",
-        exception_values: ["18042", "18080"],
-        field_exception_items_attributes: [
-            {field_name: "network_logo", network_logo_id: 10}
-            ]
-        }
-    ],
-    "66" => [{
-        exception_type: "state",
-        exception_values: ["GA"],
-        field_exception_items_attributes: [
-            {field_name: "provider_section", provider_section_id: 8},
-            {field_name: "network_logo", network_logo_id: 5}
-        ]
-    }]
-    }
-
-    if exceptions_map[pl_plan_key].present?
-        exceptions_map[pl_plan_key]
-    else
-        nil
-    end
-
-end
-
-puts "[**** IMPORT ID CARD TABLES ****]"
-
-## SET UP DEFAULT LEVEL360 PLANS FOR PLAN PICKER
-
-# temp_1 = IdCardBenefitsTemplate.create(title: "Rebekah's Template")
-# (1..14).each do |seq|
-#     IdCardBenefit.create(sequence: seq, benefit: "greatest hits vol #{seq}", id_card_benefits_template: temp_1)
-# end
-
-##---------------- Provider/Claims Setup------------------------------------
-
-puts "Importing Card Provider/Claims Information"
-default_provider_codes = ["5", "2"]
-needed_codes_mapping = {
-    "0": "MedCost VA Plus Network",
-    "2": "MedCost",
-    "3": "AHA Preferred",
-    "5": "Cigna",
-    "6": "Cigna (Beam/Stevens)",
-     A: "AHA",
-     M: "MedCost (smART)",
-     T: "MedCost (Tandemloc)"
-}.stringify_keys
-needed_codes = needed_codes_mapping.keys
-vhcs_cp = Vhcs::HlidCardProvider.where(provider_code: needed_codes)
-vhcs_cp.each do |vhcs|
-    attributes_hash = vhcs.attributes.except(:provider_code, :group_number)
-    attributes_hash.delete_if { |key, value| !key.to_s.include?("_") }
-
-    if default_provider_codes.include?(vhcs.provider_code)
-        attributes_hash[:default] = true
-    end
-    attributes_hash[:title] = needed_codes_mapping[vhcs.provider_code]
-
-    puts "-- #{attributes_hash[:title]}"
-    IdCard::ProviderSection.find_or_create_by(attributes_hash)        
-end
-
-##---------------- Rx info Setup------------------------------------
-
-puts "Importing Card Rx Information"
-Vhcs::HlrxCrosRef.all.each do |vhcs|
-    rx = IdCard::RxSection.find_or_create_by(help_desk: vhcs.help_desk, customer_service: vhcs.customer_service, web_url: vhcs.web_url)
-    title = rx.web_url.gsub(/^www\./, '').gsub(/\.com\Z/, '')
-    unless title.match?(/\A[A-Z]/)
-        title = title.capitalize
-    end
-
-    puts "-- #{title}"
-    rx.title = title
-    rx.save
-end
-
-##---------------- Network Logos Setup------------------------------------
-
-puts "Importing Network Logos"
-folder_path = Rails.root.join('logo_files', 'network')
-file_names = Dir.children(folder_path)
-default_network_logos = ["CignaLogo.png", "MedCostLogo.png"]
-
-file_names.each do |logo_upload|
-    puts "-- #{logo_upload}"
-    new_logo = ImageProcessorService.new("logo_files/network/#{logo_upload}", "Network").call
-    if default_network_logos.include?(logo_upload)
-        new_logo.default = true
-    end
-    new_logo.active = true
-    new_logo.save
-end
-
-##---------------- Active Employer Logo Setup------------------------------------
-
-puts "Importing Employer Logos"
-folder_path = Rails.root.join('logo_files', 'employer')
-file_names = Dir.children(folder_path)
-
-file_names.each do |logo_upload|
-    puts "-- #{logo_upload}"
-    new_logo = ImageProcessorService.new("logo_files/employer/#{logo_upload}", "Employer").call
-    new_logo.active = true
-    new_logo.save
-end
-
-puts "[**** IMPORT EMPLOYERS ****]"
-##---------------- Import Employer/Member (VHCS) ------------------------------------
-
-puts "Importing Employers From VHCS"
-Rake::Task["employer:vhcs_sync_all"].invoke
-
-# acentria = Carrier.find_or_create_by!(name: 'Acentria')
-
-# mcswain_broker = Broker.find_or_create_by!(name: 'Tom McSwain') do |mc|
-#     mc.carrier = acentria
-# end
-
-# mcswain_employers = HebWeb::BrokerXRef.where(pl_plan_key: 99).pluck(:employer_pl_plan_key)
-   
-
-# Imports employers and members from VHCS
-# use rake tasks
-
-##---------------- Import Employers (Word Docs) ------------------------------------
-
-# puts "Importing Employers From Word Docs"
-# folder_path = Rails.root.join('employer_word_docs')
-# file_names = Dir.children(folder_path)
-
-# file_names.each do |word_doc|
-#     puts "-- Processing #{word_doc}"
-#     new_employer = BenefitsWordDocService::WordDocProcessor.new("employer_word_docs/#{word_doc}").call
-#     if new_employer.save
-#         puts "Imported #{new_employer.name}"
-#     end
-    
-# end
-
-##---------------- Update ID Card Setups------------------------------------
-
-puts "[**** UPDATE EMPLOYER ID CARD SETUPS ****]"
-IdCard::Setup.all.each do |setup|
-    setup.card_template = determine_id_card_templates(setup.pl_plan_key)
-    setup.card_color = determine_card_color(setup.pl_plan_key)
-    setup.has_divisions = determine_divisions(setup.pl_plan_key)
-    setup.has_dental = determine_dental(setup.pl_plan_key)
-
-    network_information = determine_id_card_network(setup.pl_plan_key)
-    setup.network_provider = network_information[:provider]
-    ps = IdCard::ProviderSection.find_by(title: network_information[:provider_section])
-    setup.provider_section_id = ps.id
-    nl = IdCard::NetworkLogo.find_by(filename: network_information[:network_logo])
-    setup.network_logo_id = nl.id
-
-    rx_title = determine_id_card_rx(setup.pl_plan_key)
-    rs = IdCard::RxSection.find_by(title: rx_title)
-    setup.rx_section_id = rs.id
-
-    employer_name = Employer.employer_trim_name(setup.employer.name)
-    name_segments = employer_name.titleize.split
-    name_segments.each do |segment|
-        logo = IdCard::EmployerLogo.where("filename LIKE ?", "%#{segment}%")
-        if logo&.first
-            setup.employer_logo = logo.first
-            break
-        end
-    end
-
-    card_exceptions = determine_field_exceptions(setup.pl_plan_key)
-    if card_exceptions.present?
-        setup.field_exceptions.create(card_exceptions)
-        # card_exceptions.each do |exc|
-        #     setup.field_exceptions.create(exc)
-        # end
-    end
-
-    if setup.pl_plan_key.present?
-        setup.active = true
-    end
-
-    setup.save
-end
-
-
-
-# 15, 18, 19, 20, 13, 21
-
-
-
-

lib/tasks/employer_automation.rake

@@ -1,17 +1,32 @@
 namespace :employer_automation do
 
-  desc "Update Necessary Employer Values"
+  desc "Employer Initialization Automation"
-  # rake employer:vhcs_sync_all
+  # rake employer_automation:employer_initialize
-  task employer_update: :environment do
+  task employer_initialize: :environment do
-    Employer.missing_keychain_values.map(&:sync_with_vhcs)
+    Employer.missing_keychain_initialization.map(&:sync_with_vhcs)
+    Employer.missing_plans_initialization.map(&:sync_plans_with_vhcs)
     Employer.missing_initial_members.map(&:sync_members_with_vhcs)
   end
 
+  desc "Employer Initialization Automation Test"
+  # rake employer_automation:employer_initialize_test
+  task employer_initialize_test: :environment do
+    if (missing_keychain = Employer.missing_keychain_initialization).exists?
+      missing_keychain.map(&:sync_with_vhcs)
+    elsif (missing_plans = Employer.missing_plans_initialization).exists?
+      missing_plans.map(&:sync_plans_with_vhcs)
+    elsif (missing_members = Employer.missing_members_initialization).exists?
+      missing_members.map(&:sync_members_with_vhcs)
+    end
+  end
+
 
 
-  desc "Update Employer Members"
+  desc "Employer Maintenance Automation"
-  # rake employer:import_members_from_vhcs[67]
+  # rake employer_automation:employer_maintenance
-  task employer_members_update: :environment do
+  task employer_maintenance: :environment do
+    Employer.automation_ready.map(&:sync_with_vhcs)
+    Employer.active.map(&:sync_plans_with_vhcs)
     Employer.active.map(&:sync_members_with_vhcs)
   end
 

lib/tasks/seed_tasks.rake

@@ -1,4 +1,6 @@
 require 'json'
+require "vips"
+require "image_processing/vips"
 
 namespace :seed_tasks do
 
@@ -30,6 +32,7 @@ namespace :seed_tasks do
           plan_items = page_rows.map { |row| row[index] }
           plan_items.shift
 
+          puts "-- #{plan}"
           plan = IdCard::Plan.create!(title: plan, template: true)
           doc_to_sequence_map = {
               0 => 4,
@@ -48,7 +51,6 @@ namespace :seed_tasks do
               # 9 => 8,
               # 10 => 8,
           plan_items.each_with_index do |item, i|
-            puts "-- #{item}"
             sequence = doc_to_sequence_map[i]
             if sequence.present?
                 benefit = plan.plan_benefits.find_by(sequence: sequence)
@@ -64,6 +66,9 @@ namespace :seed_tasks do
                 benefit.update(benefit: coins)
             end
           end
+          preventive_care = "100%"
+          benefit = plan.plan_benefits.last
+          benefit.update(benefit: preventive_care)
       end
     end
   end
@@ -94,7 +99,6 @@ namespace :seed_tasks do
         end
         attributes_hash[:title] = needed_codes_mapping[vhcs.provider_code]
 
-        puts "-- #{attributes_hash[:title]}"
         IdCard::ProviderSection.find_or_create_by(attributes_hash)        
     end
     
@@ -111,7 +115,6 @@ namespace :seed_tasks do
             title = title.capitalize
         end
 
-        puts "-- #{title}"
         rx.title = title
         rx.save
     end
@@ -155,6 +158,12 @@ namespace :seed_tasks do
 
   ## Build Entities Tables
 
+  desc "Build Initial Vendors"
+  # rake seed_tasks:build_vendors
+  task build_vendors: :environment do
+    puts "Importing Vendors"
+  end
+
   desc "Build Initial Carriers"
   # rake seed_tasks:build_carriers
   task build_carriers: :environment do
@@ -175,8 +184,9 @@ namespace :seed_tasks do
     plan_headers = VhcsRecord.connection.select_all(sql_query)
 
     plan_headers.each do |plan_header|
-      employer = UpdateEmployerJob.perform_now(plan_header['PLPlanKey'], plan_header, true)
+      employer = UpdateEmployerJob.perform_now(employer_plan_header: plan_header, full_sync: true)
       puts "-- #{employer.name}"
+      UpdateEmployerPlansJob.new.perform(employer.pl_plan_key)
       # employer_plans = employer.id_card_setup.plans
       vhcs_plans = Vhcs::PbProduct.where(company_pb_entity_key: employer.company_pb_entity_key, is_active: 255)
       vhcs_plans.each do |vp|
@@ -200,6 +210,10 @@ namespace :seed_tasks do
             benefit.update(benefit: vb.benefit)
         end
       end
+      if vhcs_plans.empty?
+        employer.active = false
+      end
+      employer.save
     end
 
   end
@@ -209,6 +223,9 @@ namespace :seed_tasks do
   task build_members: :environment do
     puts "Importing Members"
     Employer.all.map(&:sync_members_with_vhcs)
+    Employer.left_outer_joins(:members)
+        .where(members: { id: nil })
+        .update_all(active: false)
   end
 
   ## Build Employer ID Card Setups
@@ -260,7 +277,7 @@ namespace :seed_tasks do
   # rake seed_tasks:determine_network_fields
   task determine_network_fields: :environment do
     puts "Updating Network Fields"
-    cigna_groups = ["13","20","39","48","49","51","53","54","56","58","60","61","62","65","67","68","69"]
+    cigna_groups = ["13","20","39","48","49","50","51","53","54","56","58","60","61","62","65","67","68","69"]
     medcost_groups = ["4","5","16","23","33","55","57","59","63","66"]
     old_cigna_groups = ["19","21"]
     smart_medcost = ["2"]
@@ -268,6 +285,7 @@ namespace :seed_tasks do
 
     IdCard::Setup.all.each do |setup|
       pl_plan_key = setup.pl_plan_key
+      puts pl_plan_key
       setup_update_attrs =  case
                             when cigna_groups.include?(pl_plan_key) || pl_plan_key.blank?
                                 { network_provider: "Cigna", network_logo: "CignaLogo.png", provider_section: "Cigna" }
@@ -312,10 +330,10 @@ namespace :seed_tasks do
       json_file_path = Rails.root.join('seed_docs', 'json_files', 'card_exceptions.json')
       file_content = File.read(json_file_path)
       card_exceptions_map = JSON.parse(file_content)
-      if card_exceptions_map[pl_plan_key].present?
+      if card_exceptions_map[setup.pl_plan_key].present?
-          setup.field_exceptions.create(card_exceptions_map[pl_plan_key])
+          setup.field_exceptions.create(card_exceptions_map[setup.pl_plan_key])
       end
-
+      setup.active = setup.employer.active
       setup.save
     end