Business Lines | Report | Export non-comp LOB tasks CSV

[pkarman]

User or job story

As an administrator of a non-comp line of business, I need to report regularly on the number and type of completed tasks for my organization.

Acceptance criteria

• On my /decision_reviews/:business_line_slug page, an "Download completed tasks as CSV" button (similar to asyncable jobs download)
• The CSV download file should be named in the format yyyy-mm-dd-business-line-slug-completed-tasks.csv

Columns Required
Claimant Name
URL- url
Veteran File Number - veteran_file_number
Appeal Type - appeal_type
Time Created - created_at
Issues Total
Issue Descriptions - ?
User's CSS ID (Started the form) -

Out of scope

• No date selector. Export all completed tasks to date.

Background/context

https://dsva.slack.com/archives/CFBLH2LR4/p1577735929035600

Technical notes

Example controller code:

csv_export = []
columns = [:id, :type, :appeal_type, :created_at, :closed_at]
csv_export << columns.join(",")
business_line.tasks.completed.order(id: :asc).pluck(columns).each do |t| 
  csv_export << t.join(",")
end
ymd = Time.zone.now.strftime("%Y%m%d")
filename = "#{ymd}-#{business_line.url}-completed-tasks.csv"
send_data csv_export.join("\n"), filename: filename

Open questions

Consider restricting this page to users who have the appropriate permissions relative to each LOB.

[Sjones352]

Similar csv code #12707

[leikkisa]

@Sjones352 I found a report created for Loan Guaranty from a batteam request. There's some differences that I think would be good to include:

1. This includes all tasks with appeals, and orders them: .all.includes(:appeal).order(id: :asc)
2. The task url would navigate to the specific task instead of the business line URL
3. I also added both request issue and decision issue counts (based on the report that was submitted)

The report added a separate tab for issues descriptions, I couldn't find the script for it though. You couldn't do that in a CSV, but we could add a ticket to add a second report. The field on it included:

• Issue type (request issue or decision issue)
• Decision review ID
• Decision review type
• Description

The actual report has PII in it, but here's a Slack thread with a script:

loan = BusinessLine.find_by(url: "loan-guaranty")
	rows = loan.tasks.all.includes(:appeal).order(id: :asc).map do
	  |t| [
	    t.appeal.intake&.user&.css_id, 
	    t.id, 
	    "https://appeals.cf.ds.va.gov/decision_reviews/loan-guaranty/tasks/#{t.id}", 
	    t.appeal_id, 
	    t.appeal_type, 
	    t.appeal.veteran_file_number, 
	    t.created_at,
	    t.appeal.claimant.name,
	    t.appeal.request_issues.count,
            t.appeal.decision_issues.count
	  ]
	end
	rows.each { |r| puts r.join(",") }