Merge pull request #4766 from danielabar/4504-partner-profile-step-form

[#4504] Add step-wise partner profile edit form

app/assets/stylesheets/custom.scss

@@ -98,3 +98,13 @@
     margin-top: 40px;
   }
 }
+
+.accordion-button.saving::after {
+  background-image:  none;
+  content: "Saving...";
+  font-size: 0.875rem;
+  color: #005568;
+  transform: none;
+  width: 3rem;
+  cursor: not-allowed;
+}

app/controllers/partners/profiles_controller.rb

@@ -5,17 +5,38 @@ def show; end
     def edit
       @counties = County.in_category_name_order
       @client_share_total = current_partner.profile.client_share_total
+
+      if Flipper.enabled?("partner_step_form")
+        @sections_with_errors = []
+        render "partners/profiles/step/edit"
+      else
+        render "edit"
+      end
     end
 
     def update
       @counties = County.in_category_name_order
       result = PartnerProfileUpdateService.new(current_partner, partner_params, profile_params).call
       if result.success?
         flash[:success] = "Details were successfully updated."
-        redirect_to partners_profile_path
+        if Flipper.enabled?("partner_step_form")
+          if params[:save_review]
+            redirect_to partners_profile_path
+          else
+            redirect_to edit_partners_profile_path
+          end
+        else
+          redirect_to partners_profile_path
+        end
       else
-        flash[:error] = "There is a problem. Try again:  %s" % result.error
-        render :edit
+        flash.now[:error] = "There is a problem. Try again:  %s" % result.error
+        if Flipper.enabled?("partner_step_form")
+          error_keys = current_partner.profile.errors.attribute_names
+          @sections_with_errors = Partners::SectionErrorService.sections_with_errors(error_keys)
+          render "partners/profiles/step/edit"
+        else
+          render :edit
+        end
       end
     end
 

app/helpers/partners_helper.rb

@@ -27,6 +27,20 @@ def humanize_boolean_3state(boolean)
     end
   end
 
+  # In step-wise editing of the partner profile, the partial name is used as the section header by default.
+  # This helper allows overriding the header with a custom display name if needed.
+  def partial_display_name(partial)
+    custom_names = {
+      'attached_documents' => 'Additional Documents'
+    }
+
+    custom_names[partial] || partial.humanize
+  end
+
+  def section_with_errors?(section, sections_with_errors = [])
+    sections_with_errors.include?(section)
+  end
+
   def partner_status_badge(partner)
     if partner.status == "approved"
       tag.span partner.display_status, class: %w(badge badge-pill badge-primary bg-primary float-right)

app/javascript/controllers/accordion_controller.js

@@ -0,0 +1,19 @@
+import { Controller } from "@hotwired/stimulus";
+
+// Connects to data-controller="accordion"
+// Intercepts form submission and disables the open/close section buttons.
+export default class extends Controller {
+  static targets = [ "form" ]
+
+  disableOpenClose(event) {
+    event.preventDefault();
+
+    const buttons = this.element.querySelectorAll(".accordion-button");
+    buttons.forEach(button => {
+      button.disabled = true;
+      button.classList.add("saving");
+    });
+
+    this.formTarget.requestSubmit();
+  }
+}

app/models/partners/profile.rb

@@ -142,13 +142,23 @@ def client_share_is_0_or_100
       # their allocation actually is
       total = client_share_total
       if total != 0 && total != 100
-        errors.add(:base, "Total client share must be 0 or 100")
+        if Flipper.enabled?("partner_step_form")
+          # need to set errors on specific fields within the form so that it can be mapped to a section
+          errors.add(:client_share, "Total client share must be 0 or 100")
+        else
+          errors.add(:base, "Total client share must be 0 or 100")
+        end
       end
     end
 
     def has_at_least_one_request_setting
       if !(enable_child_based_requests || enable_individual_requests || enable_quantity_based_requests)
-        errors.add(:base, "At least one request type must be set")
+        if Flipper.enabled?("partner_step_form")
+          # need to set errors on specific fields within the form so that it can be mapped to a section
+          errors.add(:enable_child_based_requests, "At least one request type must be set")
+        else
+          errors.add(:base, "At least one request type must be set")
+        end
       end
     end
 

app/services/partners/section_error_service.rb

@@ -0,0 +1,30 @@
+module Partners
+  # SectionErrorService identifies which sections of the Partner Profile step-wise form
+  # should expand when validation errors occur. This helps users easily locate and fix
+  # fields with errors in specific sections.
+  #
+  # Usage:
+  #   error_keys = [:website, :pick_up_name, :enable_quantity_based_requests]
+  #   sections_with_errors = Partners::SectionErrorService.sections_with_errors(error_keys)
+  #   # => ["media_information", "pick_up_person", "partner_settings"]
+  #
+  class SectionErrorService
+    # Maps form sections to the associated fields (error keys) that belong to them.
+    SECTION_FIELD_MAPPING = {
+      media_information: %i[no_social_media_presence website twitter facebook instagram],
+      partner_settings: %i[enable_child_based_requests enable_individual_requests enable_quantity_based_requests],
+      pick_up_person: %i[pick_up_email pick_up_name pick_up_phone],
+      area_served: %i[client_share county_id]
+    }
+
+    # Returns a list of unique sections that contain errors based on the given error keys.
+    #
+    # @param error_keys [Array<Symbol>] Array of attribute keys representing the fields with errors.
+    # @return [Array<String>] An array of section names containing errors.
+    def self.sections_with_errors(error_keys)
+      error_keys.flat_map do |key|
+        SECTION_FIELD_MAPPING.find { |_section, fields| fields.include?(key) }&.first
+      end.compact.uniq.map(&:to_s)
+    end
+  end
+end

app/views/layouts/partners/application.html.erb

@@ -5,6 +5,7 @@
   <meta http-equiv="X-UA-Compatible" content="IE=edge">
   <title>Human Essentials</title>
   <meta content="width=device-width, initial-scale=1, maximum-scale=1, user-scalable=no" name="viewport">
+
   <%= csrf_meta_tags %>
 
   <link href="https://cdn.jsdelivr.net/npm/select2@4.1.0-rc.0/dist/css/select2.min.css" rel="stylesheet">

app/views/partners/profiles/step/_accordion_section.html.erb

@@ -0,0 +1,24 @@
+<%# locals: (f:, partner:, section_id:, section_title:, icon_class:, partial_name:, sections_with_errors:) %>
+
+<div class="accordion-item">
+  <h2 class="accordion-header">
+    <button
+      class="accordion-button <%= section_with_errors?(section_id, sections_with_errors) ? '' : 'collapsed' %>"
+      type="button" data-bs-toggle="collapse" data-bs-target="#<%= section_id %>"
+      aria-expanded="<%= section_with_errors?(section_id, sections_with_errors) %>"
+      aria-controls="<%= section_id %>">
+      <div class="d-flex justify-content-between align-items-center w-100">
+        <div class="fs-4">
+          <i class="fa <%= icon_class %> mr-2"></i>
+          <%= section_title %>
+        </div>
+      </div>
+    </button>
+  </h2>
+  <div id="<%= section_id %>"
+    class="accordion-collapse collapse <%= section_with_errors?(section_id, sections_with_errors) ? 'show' : '' %>">
+    <div class="accordion-body">
+      <%= render "partners/profiles/step/#{partial_name}_form" , f: f, partner: partner, profile: partner.profile %>
+    </div>
+  </div>
+</div>

app/views/partners/profiles/step/_agency_distribution_information_form.html.erb

@@ -0,0 +1,15 @@
+<%= f.fields_for :profile, profile do |pf| %>
+  <h3><strong>Agency Distribution Information</strong></h3>
+
+  <div class="form-group">
+    <%= pf.input :distribution_times, label: "Distribution Times", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :new_client_times, label: "New Client Times", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :more_docs_required, label: "More Docs Required", class: "form-control" %>
+  </div>
+<% end %>

app/views/partners/profiles/step/_agency_information_form.html.erb

@@ -0,0 +1,51 @@
+<div class="form-group">
+  <%= f.input :name, label: "Agency Name", required: true, class: "form-control" %>
+</div>
+
+<%= f.fields_for :profile, profile do |pf| %>
+  <div class="form-group">
+    <%= pf.input :agency_type, collection: Partner::AGENCY_TYPES.values, label: "Agency Type",  class: "form-control", wrapper: :input_group %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :other_agency_type, label: "Other Agency Type", class: "form-control" %>
+  </div>
+
+  <div class="form-group row">
+    <label class="control-label col-md-3">501(c)(3) IRS Determination Letter</label>
+    <% if profile.proof_of_partner_status.attached? %>
+      <div class="col-md-8">
+        Attached file: <%= link_to profile.proof_of_partner_status.blob['filename'], rails_blob_path(profile.proof_of_partner_status), class: "font-weight-bold" %>
+        <%= pf.file_field :proof_of_partner_status, class: "form-control-file" %>
+      </div>
+    <% else %>
+      <div class="col-md-8">
+        <%= pf.file_field :proof_of_partner_status, class: "form-control-file" %>
+      </div>
+    <% end %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :agency_mission, as: :text, label: "Agency Mission", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :address1, label: "Address (line 1)", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :address2, label: "Address (line 2)", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :city, label: "City", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :state, label: "State", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :zip_code, label: "Zip Code", class: "form-control" %>
+  </div>
+<% end %>

app/views/partners/profiles/step/_agency_stability_form.html.erb

@@ -0,0 +1,52 @@
+<%= f.fields_for :profile, profile do |pf| %>
+  <div class="form-group">
+    <%= pf.input :founded, label: "Year Founded", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :form_990, label: "Form 990 Filed", as: :radio_buttons, class: "form-control" %>
+  </div>
+
+  <% if profile.proof_of_form_990.attached? %>
+    <div class="form-group">
+      <label>Attached file: </label>
+      <%= link_to profile.proof_of_form_990.blob['filename'], rails_blob_path(profile.proof_of_form_990), class: "font-weight-bold" %>
+    </div>
+  <% end %>
+
+  <div class="form-group">
+    <%= pf.file_field :proof_of_form_990, class: "form-control-file" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :program_name, label: "Program Name(s)", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :program_description, label: "Program Description(s)", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :program_age, label: "Agency Age", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :evidence_based, label: "Evidence Based?", as: :radio_buttons, class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :case_management, label: "Case Management", as: :radio_buttons, class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :essentials_use, label: "How Are Essentials (e.g. diapers, period supplies) Used In Your Program?", as: :text, class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :receives_essentials_from_other, label: "Do You Receive Essentials From Other Sources?", class: "form-control" %>
+  </div>
+
+  <div class="form-group">
+    <%= pf.input :currently_provide_diapers, label: "Currently Providing Diapers?", as: :radio_buttons, class: "form-control" %>
+  </div>
+<% end %>

app/views/partners/profiles/step/_area_served_form.html.erb

@@ -0,0 +1,26 @@
+<%= f.simple_fields_for :profile, profile do |pf| %>
+  <div data-controller="area-served">
+    <fieldset style="margin-bottom: 2rem">
+      <legend></legend>
+      <div id="served_areas" class="partner-served-area-fields partner-served-areas">
+        <%= render 'served_areas/served_area_fields', form: pf %>
+      </div>
+
+      <div class="partner-served_areas-total-row row">
+        <div class="partners-served-areas-total-prompt col-w">Total is:</div>
+        <span id="partners-served-areas-client-share-total" class="partners-served-areas-total-value col-2 numeric" data-area-served-target="total">
+          <%= @client_share_total %> %
+        </span>
+        <div id="partners-served-areas-client-share-total-warning" class="partners-served-areas-total-warning col-8" data-area-served-target="warning">
+          The total client share must be either 0 or 100 %.
+        </div>
+      </div>
+
+      <div class="row links justify-content-end">
+        <%= add_element_button "Add Another County", container_selector: "#served_areas", id: "__add_partner_served_area" do %>
+          <%= render 'served_areas/served_area_fields', form: pf, object: Partners::ServedArea.new %>
+        <% end %>
+      </div>
+    </fieldset>
+  </div>
+<% end %>

app/views/partners/profiles/step/_attached_documents_form.html.erb

@@ -0,0 +1,15 @@
+<%= f.fields_for :profile, profile do |pf| %>
+  <div class="form-group">
+    <% if profile.documents.attached? %>
+      <strong>Attached files:</strong>
+      <ul>
+        <% profile.documents.each do |doc| %>
+          <li><%= link_to doc.blob['filename'], rails_blob_path(doc), class: "font-weight-bold" %></li>
+        <% end %>
+      </ul>
+      <%= pf.file_field :documents, multiple: true, class: "form-control-file" %>
+    <% else %>
+      <%= pf.file_field :documents, multiple: true, class: "form-control-file" %>
+    <% end %>
+  </div>
+<% end %>

app/views/partners/profiles/step/_executive_director_form.html.erb

@@ -0,0 +1,26 @@
+<%= f.fields_for :profile, profile do |pf| %>
+  <div class="form-group">
+    <%= pf.input :executive_director_name, label: "Executive Director Name", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :executive_director_phone, label: "Executive Director Phone", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :executive_director_email, label: "Executive Director Email", class: "form-control" %>
+  </div>
+
+  <h3 class="pt-3"><strong>Primary Contact</strong></h3>
+
+  <div class="form-group">
+    <%= pf.input :primary_contact_name, label: "Primary Contact Name", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :primary_contact_phone, label: "Primary Contact Phone", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :primary_contact_mobile, label: "Primary Contact Cell", class: "form-control" %>
+  </div>
+  <div class="form-group">
+    <%= pf.input :primary_contact_email, label: "Primary Contact Email", class: "form-control" %>
+  </div>
+<% end %>

app/views/partners/profiles/step/_form_actions.html.erb

@@ -0,0 +1,6 @@
+<%# locals: (f:, partner:) %>
+
+<div class="form-group mt-4 d-flex justify-content-start mx-5">
+  <%= f.submit "Save Progress", class: 'btn btn-primary mr-2', data: { action: "click->accordion#disableOpenClose" } %>
+  <%= f.submit "Save and Review", name: "save_review", class: 'btn btn-success' %>
+</div>