Improve EP 400 Merge eligibility check to offramp if open 030/040 fou…

…nd (#16309)

* Improve EP 400 Merge eligibility check to offramp if open 030/040 found

* Fix rubocop line length warnings

app/models/concerns/form526_claim_fast_tracking_concern.rb

@@ -13,7 +13,7 @@ module Form526ClaimFastTrackingConcern
   MAX_CFI_STATSD_KEY_PREFIX = 'api.max_cfi'
   EP_MERGE_STATSD_KEY_PREFIX = 'worker.ep_merge'
 
-  EP_MERGE_BASE_CODES = %w[010 110 020 030 040].freeze
+  EP_MERGE_BASE_CODES = %w[010 110 020].freeze
   EP_MERGE_SPECIAL_ISSUE = 'EMP'
   OPEN_STATUSES = [
     'CLAIM RECEIVED',
@@ -23,6 +23,8 @@ module Form526ClaimFastTrackingConcern
     'CLAIM_RECEIVED',
     'INITIAL_REVIEW'
   ].freeze
+  CLAIM_REVIEW_BASE_CODES = %w[030 040].freeze
+  CLAIM_REVIEW_TYPES = %w[higherLevelReview supplementalClaim].freeze
 
   def send_rrd_alert_email(subject, message, error = nil, to = Settings.rrd.alerts.recipients)
     RrdAlertMailer.build(self, subject, message, error, to).deliver_now
@@ -133,11 +135,13 @@ def prepare_for_ep_merge!
     date = Date.strptime(pending_eps.first['date'], '%m/%d/%Y')
     days_ago = (Time.zone.today - date).round
     feature_enabled = Flipper.enabled?(:disability_526_ep_merge_api, User.find(user_uuid))
+    open_claim_review = open_claim_review?
     Rails.logger.info(
       'EP Merge open EP eligibility',
-      { id:, feature_enabled:, pending_ep_age: days_ago, pending_ep_status: pending_eps.first['status'] }
+      { id:, feature_enabled:, open_claim_review:,
+        pending_ep_age: days_ago, pending_ep_status: pending_eps.first['status'] }
     )
-    if feature_enabled
+    if feature_enabled && !open_claim_review
       save_metadata(ep_merge_pending_claim_id: pending_eps.first['id'])
       add_ep_merge_special_issue!
     end
@@ -271,6 +275,29 @@ def open_claims
     end
   end
 
+  # Check both Benefits Claim service and Caseflow Appeals status APIs for open 030 or 040
+  # Offramps EP 400 Merge process if any are found, or if anything fails
+  def open_claim_review?
+    open_claim_review = open_claims.any? do |claim|
+      CLAIM_REVIEW_BASE_CODES.include?(claim['base_end_product_code']) && OPEN_STATUSES.include?(claim['status'])
+    end
+    if open_claim_review
+      StatsD.increment("#{EP_MERGE_STATSD_KEY_PREFIX}.open_claim_review")
+      return true
+    end
+
+    ssn = User.find(user_uuid)&.ssn
+    ssn ||= auth_headers['va_eauth_pnid'] if auth_headers['va_eauth_pnidtype'] == 'SSN'
+    decision_reviews = Caseflow::Service.new.get_appeals(OpenStruct.new({ ssn: })).body['data']
+    StatsD.increment("#{EP_MERGE_STATSD_KEY_PREFIX}.caseflow_api_called")
+    decision_reviews.any? do |review|
+      CLAIM_REVIEW_TYPES.include?(review['type']) && review['attributes']['active']
+    end
+  rescue => e
+    Rails.logger.error('EP Merge failed open claim review check', backtrace: e.backtrace)
+    true
+  end
+
   # fetch, memoize, and return all of the veteran's rated disabilities from EVSS
   def all_rated_disabilities
     settings = Settings.lighthouse.veteran_verification.form526

spec/sidekiq/evss/disability_compensation_form/submit_form526_all_claim_spec.rb

@@ -34,14 +34,16 @@
              saved_claim_id: saved_claim.id)
     end
     let(:open_claims_cassette) { 'evss/claims/claims_without_open_compensation_claims' }
+    let(:caseflow_cassette) { 'caseflow/appeals' }
     let(:rated_disabilities_cassette) { 'evss/disability_compensation_form/rated_disabilities' }
     let(:submit_form_cassette) { 'evss/disability_compensation_form/submit_form_v2' }
     let(:lh_upload) { 'lighthouse/benefits_intake/200_lighthouse_intake_upload_location' }
     let(:evss_get_pdf) { 'form526_backup/200_evss_get_pdf' }
     let(:lh_intake_upload) { 'lighthouse/benefits_intake/200_lighthouse_intake_upload' }
     let(:lh_submission) { 'lighthouse/benefits_claims/submit526/200_response' }
     let(:cassettes) do
-      [open_claims_cassette, rated_disabilities_cassette, submit_form_cassette, lh_upload, evss_get_pdf,
+      [open_claims_cassette, caseflow_cassette, rated_disabilities_cassette,
+       submit_form_cassette, lh_upload, evss_get_pdf,
        lh_intake_upload, lh_submission]
     end
     let(:backup_klass) { Sidekiq::Form526BackupSubmissionProcess::Submit }
@@ -151,7 +153,8 @@ def expect_retryable_error(error_class)
             expect(Rails.logger).to have_received(:info).with('EP Merge total open EPs', id: submission.id, count: 1)
             expect(Rails.logger).to have_received(:info).with(
               'EP Merge open EP eligibility',
-              { id: submission.id, feature_enabled: true, pending_ep_age: 365, pending_ep_status: 'UNDER REVIEW' }
+              { id: submission.id, feature_enabled: true, open_claim_review: false,
+                pending_ep_age: 365, pending_ep_status: 'UNDER REVIEW' }
             )
           end
 
@@ -186,6 +189,32 @@ def expect_retryable_error(error_class)
             end
           end
 
+          context 'when an EP 030 or 040 is included in the list of open claims' do
+            let(:open_claims_cassette) { 'evss/claims/claims_with_open_040' }
+
+            it 'does not save any claim ID for EP400 merge' do
+              subject.perform_async(submission.id)
+              VCR.use_cassette('virtual_regional_office/contention_classification') do
+                described_class.drain
+              end
+              submission.reload
+              expect(submission.read_metadata(:ep_merge_pending_claim_id)).to be_nil
+            end
+          end
+
+          context 'when Caseflow appeals status API returns an open claim review' do
+            let(:caseflow_cassette) { 'caseflow/appeals_with_hlr_only' }
+
+            it 'does not save any claim ID for EP400 merge' do
+              subject.perform_async(submission.id)
+              VCR.use_cassette('virtual_regional_office/contention_classification') do
+                described_class.drain
+              end
+              submission.reload
+              expect(submission.read_metadata(:ep_merge_pending_claim_id)).to be_nil
+            end
+          end
+
           context 'when EP400 merge API call is disabled' do
             before { Flipper.disable(:disability_526_ep_merge_api) }