SC-83 Invite evaluators to start evaluation tasks (#2017)

app/controllers/support/cases/email_evaluators_controller.rb

@@ -0,0 +1,89 @@
+module Support
+  class Cases::EmailEvaluatorsController < Cases::ApplicationController
+    helper_method :back_to_url_b64
+
+    content_security_policy do |policy|
+      policy.style_src_attr :unsafe_inline
+    end
+
+    before_action :set_current_case
+    before_action :set_email_addresses
+    before_action :set_documents
+    before_action :set_template
+    before_action { @back_url = support_case_path(@current_case, anchor: "tasklist") }
+
+    def edit
+      @draft = Email::Draft.new(
+        default_content: default_template,
+        default_subject:,
+        template_id: @template_id,
+        ticket: current_case.to_model,
+        to_recipients: @to_recipients,
+      ).save_draft!
+
+      @support_email_id = @draft.id
+      @email_evaluators = Email::Draft.find(@support_email_id)
+      parse_template
+    end
+
+    def update
+      @email_evaluators = Email::Draft.find(params[:id])
+      @email_evaluators.attributes = form_params
+      parse_template
+      if @email_evaluators.valid?(:new_message)
+        @email_evaluators.save_draft!
+        @email_evaluators.deliver_as_new_message
+
+        @current_case.update!(sent_email_to_evaluators: true)
+
+        redirect_to @back_url
+      else
+        render :edit
+      end
+    end
+
+    def back_to_url_b64
+      return Base64.encode64(edit_support_case_message_thread_path(case_id: current_case.id, id: params[:id])) if action_name == "submit"
+
+      current_url_b64
+    end
+
+  private
+
+    def set_current_case
+      @current_case = Support::Case.find(params[:case_id])
+    end
+
+    def set_email_addresses
+      @evaluators = @current_case.evaluators.all
+      @email_addresses = @evaluators.map(&:email)
+      @to_recipients = @email_addresses.to_json
+    end
+
+    def set_documents
+      @documents = @current_case.upload_documents
+    end
+
+    def form_params
+      params.require(:email_evaluators).permit(:html_content)
+    end
+
+    def draft_email_params
+      params.require(:email_evaluators).permit(:id)
+    end
+
+    def default_subject = "Case #{current_case.ref} - invitation to complete procurement evaluation"
+
+    def default_template = render_to_string(partial: "support/cases/email_evaluators/form_template")
+
+    def set_template
+      template = Support::EmailTemplate.find_by(title: "Invitation to complete procurement evaluation")
+      @template_id = template.id if template
+      @unique_link = evaluation_verify_evaluators_unique_link_path(@current_case, host: request.host)
+    end
+
+    def parse_template
+      @email_evaluators.html_content = Support::EmailEvaluatorsVariableParser.new(@current_case, @email_evaluators, @unique_link).parse_template
+    end
+  end
+end

app/models/email/template_parser.rb

@@ -2,6 +2,10 @@ class Email::TemplateParser
   def initialize(variables: {})
     @variables = {
       "caseworker_full_name" => Current.actor.try(:full_name),
+      "organisation_name" => "{{organisation_name}}",
+      "sub_category" => "{{sub_category}}",
+      "unique_case_specific_link" => "{{unique_case_specific_link}}",
+      "evaluation_due_date" => "{{evaluation_due_date}}",
     }.merge(variables)
   end
 

app/models/support/case.rb

@@ -208,5 +208,9 @@ def assign_to_agent(agent, assigned_by: Current.agent)
       update!(agent:)
       agent.notify_assigned_to_case(support_case: self, assigned_by:)
     end
+
+    def sub_category_with_indefinite_article
+      sub_category.starts_with?("A", "E", "I", "O", "U") ? "an #{sub_category}" : "a #{sub_category}"
+    end
   end
 end

app/services/support/email_evaluators_variable_parser.rb

@@ -0,0 +1,24 @@
+module Support
+  class EmailEvaluatorsVariableParser
+    include ActionView::Helpers::UrlHelper
+
+    def initialize(current_case, email_evaluators, unique_link)
+      @current_case = current_case
+      @email_evaluators = email_evaluators
+      @unique_link = unique_link
+    end
+
+    def variables
+      {
+        "organisation_name" => @current_case.organisation_name || @current_case.email,
+        "sub_category" => @current_case.sub_category_with_indefinite_article || "[sub_category]",
+        "unique_case_specific_link" => link_to("unique case-specific link", @unique_link, target: "_blank", rel: "noopener noreferrer"),
+        "evaluation_due_date" => @current_case.evaluation_due_date.strftime("%d %B %Y"),
+      }
+    end
+
+    def parse_template
+      Liquid::Template.parse(@email_evaluators.body, error_mode: :strict).render(variables)
+    end
+  end
+end

app/views/support/cases/email_evaluators/_document_list.html.erb

@@ -0,0 +1,12 @@
+<div class="govuk-form-group govuk-!-static-margin-bottom-8">
+  <h2 class="govuk-heading-m"><%= I18n.t("support.cases.email_evaluators.documents") %></h2>
+
+  <dl class="govuk-summary-list">
+    <% @documents.each do |document| %>
+      <div class="govuk-summary-list__row">
+        <dd class="govuk-summary-list__value"><%= link_to document.file_name, support_document_download_path(document, type: document.class), class: "govuk-link", target: "_blank" %></dd>
+      </div>
+    <% end %>
+  </dl>
+
+</div>

app/views/support/cases/email_evaluators/_email_list.html.erb

@@ -0,0 +1,12 @@
+<div class="govuk-form-group govuk-!-static-margin-bottom-8">
+  <h2 class="govuk-heading-m"><%= I18n.t("support.cases.email_evaluators.sharing_with") %></h2>
+
+  <dl class="govuk-summary-list">
+    <% @evaluators.each do |item| %>
+      <div class="govuk-summary-list__row">
+        <dd class="govuk-summary-list__value"><%= item.email %></dd>
+      </div>
+    <% end %>
+  </dl>
+
+</div>

app/views/support/cases/email_evaluators/_form.html.erb

@@ -0,0 +1,45 @@
+<% unique_id = "A#{SecureRandom.uuid}" %>
+<% turbo_frame = "messages-frame" %>
+<%= form_with model: @email_evaluators, scope: :email_evaluators, url: support_case_email_evaluators_path(@current_case, id: @support_email_id), method: :patch,
+html: {
+      "data-controller" => "draft-email",
+      "data-draft-email-list-attachments-endpoint-value" => attachments_messages_path(message_id: @support_email_id),
+      "data-draft-email-upload-attachments-endpoint-value" => attachments_messages_path(message_id: @support_email_id),
+      "data-draft-email-remove-attachments-endpoint-value" => attachments_remove_messages_path(message_id: @support_email_id),
+      "data-draft-email-update-endpoint-value" => messages_path(message_id: @support_email_id, unique_id: unique_id),
+      "data-draft-email-target" => "form"
+    } do |form| %>
+
+<%= render "email_list" %>
+<%= render "document_list"%>
+
+<h2 class="govuk-heading-m"><%= I18n.t("support.cases.email_evaluators.preview_template") %></h2>
+<%= form.govuk_text_area :html_content, label: { text: I18n.t("support.case.label.messages.reply.body"), class: "govuk-!-display-none" }, rows: 5, class: "message-reply-box",
+    "data-component" => "tinymce",
+    "data-tinymce-profile" => "basic",
+    "data-tinymce-selector" => ".message-reply-box",
+    value:  form.object.body
+%>
+
+<%= form.hidden_field :to_recipients, value: @to_recipients %>
+<%= form.hidden_field :id, value: @support_email_id %>
+
+<div class="govuk-button-group flex-align-center">
+    <%= form.submit I18n.t("support.cases.email_evaluators.submit"), class: "govuk-button" , "data-prevent-double-click" => true, "data-draft-email-target" => "btnSubmit" %>
+    <%= link_to I18n.t("generic.button.cancel"), @back_url, class: "govuk-link govuk-link--no-visited-state" %>
+</div>
+
+ <h2 class="govuk-heading-s govuk-!-margin-bottom-2 govuk-!-display-none"><%= I18n.t("support.emails.attachments.attach_files") %></h2>
+  <ul class="govuk-list govuk-!-display-none">
+    <li><%= govuk_link_to I18n.t("support.emails.attachments.email_attachments"), attach_email_attachments_path(message_id: @support_email_id, back_to: back_to_url_b64, turbo_frame: turbo_frame), no_visited_state: true, "data-draft-email-target": "emailAttachmentsLink" %></li>
+    <li><%= govuk_link_to I18n.t("support.emails.attachments.case_files"), attach_case_files_path(message_id: @support_email_id, back_to: back_to_url_b64, turbo_frame: turbo_frame), no_visited_state: true, "data-draft-email-target": "caseFilesLink" %></li>
+    <li>
+      <span class="fake-link" role="link" data-draft-email-target="btnDisplayFileDialog">
+        <%= I18n.t("support.emails.attachments.files_from_your_computer") %>
+      </span>
+    </li>
+  </ul>
+
+<%= render "components/draft_email_attachments" %>
+
+<% end %>

app/views/support/cases/email_evaluators/_form_template.html.erb

@@ -0,0 +1,67 @@
+<p>{{organisation_name}} has asked you to participate in the evaluation process for {{sub_category}} procurement. </p>
+
+<p>Follow the steps below to complete this evaluation:</p>
+
+<p><b>1. Complete the declaration of interest form</b></p>
+<p>If you do not have a conflict of interest with any of the following suppliers, then sign the attached declaration and reply to this email with the completed declaration as an attachment.</p>
+
+<ul>
+    <li>[SUPPLIER 1]</li>
+
+    <li>[SUPPLIER 2]</li>
+
+    <li>[SUPPLIER 3]</li>
+</ul>
+
+
+<p><b>What happens if I identify a conflict of interest?</b></p>
+
+<p>In some situations, it is possible to mitigate a conflict of interest. When this is not possible a new evaluator can be selected. </p>
+
+<p>Reply to this email if you have a conflict of interest so the procurement is not delayed.</p>
+
+<p><b>2. Watch the evaluation training video (10 minutes)</b></p>
+The video provides necessary knowledge for scoring and justifying your assessments. Evaluators are required to be appropriately trained to evaluate tenders in a fair, transparent, and compliant manner.  
+<br />
+<p>You must watch the evaluation training video before starting the evaluation process. The video link is: <a href="https://youtu.be/cbL65QlOas4?si=3fA-vKVPRGn9TEJ_">https://youtu.be/cbL65QlOas4?si=3fA-vKVPRGn9TEJ_</a> </p>
+<br />
+
+<p><b>3. Sign in to complete the evaluation</b></p>
+<p>Click the {{unique_case_specific_link}} to complete your evaluation with your DfE Sign-in account. If you do not have a DfE Sign-in account, you will need to create one. </p>
+<br />
+
+<p><b>4. Complete the evaluation</b></p>
+<p>Complete the tasks required by {{evaluation_due_date}} or the procurement could be delayed.</p>
+
+<br />
+
+<p>Help completing the evaluation</p>
+
+<p>Bids must be evaluated using the pre-populated evaluation sheet with scores allocated using the scoring methodology and reasoning shared. Bids must be evaluated independently of each other and other evaluators. Insufficient justification for scores will result in evaluations being returned, which could delay the procurement.</p>
+
+<p>Reply to this email if you have any questions or need help.</p>
+
+<br />
+
+<p><b> 5. Attend the moderation meeting</b></p>
+
+<p>The moderation meeting is scheduled for [ENTER DAY, DATE AND TIME]</p>
+
+<br>
+
+<p> {{caseworker_full_name}} <br>
+Procurement Specialist <br>
+Get help buying for schools
+</p>
+
+<p>Reply to this email within 15 working days or by the date agreed. Late replies can delay the procurement process.</p>
+
+<p>We'll close the case if we don't hear back from you. You can reopen the case at any time by replying to this email.</p>
+
+<br>
+
+<p><b><i>GET HELP BUYING FOR SCHOOLS SERVICE DISCLAIMER</i></b></p>
+
+<p><b><i>Please note that the expertise and advice being provided by the Service shall not in any way affect your obligations to comply with all relevant procurement law and the Department's guidance, including but not limited to the Public Contracts Regulations, Academy Trust Handbook, ESFA Funding Agreement and the Schemes for Financing Local Authority Maintained schools.</i></b></p> 
+
+<p><b><i>For the avoidance of doubt, the Department shall bear no liability as a result of using our Service.</i></b></p>

app/views/support/cases/email_evaluators/edit.html.erb

@@ -0,0 +1,14 @@
+<%= render partial: "support/cases/components/case_header", locals: { current_case: @current_case } %>
+<h1 class="govuk-heading-l"><%= I18n.t("support.cases.email_evaluators.header") %></h1>
+
+<p class="govuk-body-m govuk-!-static-margin-bottom-8"><%= I18n.t("support.cases.email_evaluators.hint") %></p>
+
+<p class="govuk-body-m"><%= I18n.t("support.cases.email_evaluators.check_list.header") %></p>
+
+<ul class="govuk-list govuk-list--bullet govuk-!-static-margin-bottom-8">
+  <li><%= I18n.t("support.cases.email_evaluators.check_list.item.email_addresses") %></li>
+  <li><%= I18n.t("support.cases.email_evaluators.check_list.item.documents_available") %></li>
+  <li><%= I18n.t("support.cases.email_evaluators.check_list.item.email_template") %></li>
+</ul>
+
+<%= render "form" %>

app/views/support/cases/show/_tasklist.html.erb

@@ -20,9 +20,17 @@
         end
 
         task_list.with_item(title: I18n.t("support.case.label.tasklist.item.upload_documents"), href: edit_support_case_document_uploads_path(@current_case), status: document_upload_Status)
-        task_list.with_item(title: I18n.t("support.case.label.tasklist.item.email_evaluators")) do | item | 
-        item.with_status(text: I18n.t("support.case.label.tasklist.status.cannot_start"), cannot_start_yet: true)
+
+        if (@current_case.evaluators.any? && @current_case.evaluation_due_date && @current_case.has_uploaded_documents && @current_case.sent_email_to_evaluators)
+          task_list.with_item(title: I18n.t("support.case.label.tasklist.item.email_evaluators"), href: edit_support_case_email_evaluators_path(@current_case), status: govuk_tag(text: I18n.t("support.case.label.tasklist.status.complete"), colour: "green"))
+        elsif (@current_case.evaluators.any? && @current_case.evaluation_due_date && @current_case.has_uploaded_documents && @current_case.sent_email_to_evaluators == false)
+          task_list.with_item(title: I18n.t("support.case.label.tasklist.item.email_evaluators"), href: edit_support_case_email_evaluators_path(@current_case), status: govuk_tag(text: I18n.t("support.case.label.tasklist.status.to_do")))
+        else
+          task_list.with_item(title: I18n.t("support.case.label.tasklist.item.email_evaluators")) do | item | 
+          item.with_status(text: I18n.t("support.case.label.tasklist.status.cannot_start"), cannot_start_yet: true)
+          end
         end
+
         task_list.with_item(title: I18n.t("support.case.label.tasklist.item.review_evaluations")) do | item | 
         item.with_status(text: I18n.t("support.case.label.tasklist.status.cannot_start"), cannot_start_yet: true)
         end

config/locales/en.yml

@@ -1795,6 +1795,19 @@ en:
           destroyed: "%{name} successfully removed"
         delete_confirmation: Are you sure you want to delete %{name}?
         is_document_uploaded: Please select uploaded option
+      email_evaluators:
+        header: Email evaluators
+        hint: Check and then send the emails to notify people that the files have been shared. Files will only be accessible to email addresses added.
+        check_list:
+          header: "You should check the:"
+          item:
+            email_addresses: email addresses
+            documents_available: documents available to download
+            email_template: email template
+        sharing_with: Sharing with
+        documents: Documents
+        preview_template: Preview template
+        submit: Send email and continue
     emails:
       attachments:
         attach_files: Attach files

config/routes.rb

@@ -237,6 +237,7 @@
         resources :evaluators, except: %i[show]
         resource :evaluation_due_dates, only: %i[edit update]
         resource :document_uploads, except: %i[show]
+        resource :email_evaluators, except: %i[show]
         resource :email, only: %i[create] do
           scope module: :emails do
             resources :content, only: %i[show], param: :template
@@ -336,6 +337,11 @@
     end
   end
 
+  namespace :evaluation do
+    resources :tasks, only: %i[show edit]
+    get "verify/evaluator/link/:id", to: "tasks#edit", as: :verify_evaluators_unique_link
+  end
+
   # E&O Portal
   namespace :engagement do
     root to: "cases#index"

db/migrate/20241211171744_add_sent_email_to_evaluators_to_case.rb

@@ -0,0 +1,5 @@
+class AddSentEmailToEvaluatorsToCase < ActiveRecord::Migration[7.2]
+  def change
+    add_column :support_cases, :sent_email_to_evaluators, :boolean, default: false
+  end
+end

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: 2024_12_09_104836) do
+ActiveRecord::Schema[7.2].define(version: 2024_12_11_171744) do
   create_sequence "evaluation_refs"
   create_sequence "framework_refs"
 
@@ -637,6 +637,7 @@
     t.boolean "is_evaluator", default: false
     t.date "evaluation_due_date"
     t.boolean "has_uploaded_documents"
+    t.boolean "sent_email_to_evaluators", default: false
     t.index ["category_id"], name: "index_support_cases_on_category_id"
     t.index ["existing_contract_id"], name: "index_support_cases_on_existing_contract_id"
     t.index ["new_contract_id"], name: "index_support_cases_on_new_contract_id"