AP-5424: Add capital disregards CYA, review & print/certificate and means report

app/helpers/capital_disregard_helper.rb

@@ -0,0 +1,58 @@
+module CapitalDisregardHelper
+  def mandatory_capital_disregards_list(legal_aid_application)
+    capital_disregard_names(legal_aid_application.mandatory_capital_disregards).join("<br>").html_safe
+  end
+
+  def mandatory_capital_disregards_detailed_list(legal_aid_application)
+    legal_aid_application.mandatory_capital_disregards.map { |capital_disregard|
+      capital_disregards_detail_for(capital_disregard)
+    }.join("<br><br>").html_safe
+  end
+
+  def discretionary_capital_disregards_list(legal_aid_application)
+    capital_disregard_names(legal_aid_application.discretionary_capital_disregards).join("<br>").html_safe
+  end
+
+  def discretionary_capital_disregards_detailed_list(legal_aid_application)
+    legal_aid_application.discretionary_capital_disregards.map { |capital_disregard|
+      capital_disregards_detail_for(capital_disregard)
+    }.join("<br><br>").html_safe
+  end
+
+  # NOTE: single digit days get extra left padding so we strip for consistent spacing
+  def amount_and_date_received(capital_disregard)
+    "#{gds_number_to_currency(capital_disregard.amount)} on #{capital_disregard.date_received.to_s.strip}"
+  end
+
+private
+
+  def capital_disregard_names(capital_disregard_association)
+    capital_disregard_association
+      .map do |capital_disregard|
+        name_t(capital_disregard)
+      end
+  end
+
+  def capital_disregards_detail_for(capital_disregard)
+    [
+      name_t(capital_disregard),
+      payment_reason_for(capital_disregard),
+      amount_and_date_received(capital_disregard),
+      held_in(capital_disregard.account_name),
+    ].compact.join("<br>").html_safe
+  end
+
+  def payment_reason_for(capital_disregard)
+    t("providers.means.capital_disregards.payment_reason_for", reason: capital_disregard.payment_reason) if capital_disregard.payment_reason.present?
+  end
+
+  def name_t(capital_disregard)
+    type = capital_disregard.mandatory? ? "mandatory" : "discretionary"
+
+    t("providers.means.capital_disregards.#{type}.#{capital_disregard.name}")
+  end
+
+  def held_in(account_name)
+    t("providers.means.capital_disregards.held_in", account_name:)
+  end
+end

app/views/providers/means_reports/_capital_disregards.html.erb

@@ -0,0 +1,17 @@
+<h2 class="govuk-heading-m"><%= t(".heading") %></h2>
+<%= govuk_summary_list(
+      actions: false,
+      classes: "govuk-!-margin-bottom-9",
+      html_attributes: { id: "capital-disregards-questions" },
+    ) do |summary_list| %>
+
+  <%= summary_list.with_row(html_attributes: { id: "app-check-your-mandatory_capital_disregards" }) do |row| %>
+    <%= row.with_key(text: t(".mandatory.heading"), classes: "govuk-!-width-one-half") %>
+    <%= row.with_value { @legal_aid_application.mandatory_capital_disregards.any? ? mandatory_capital_disregards_detailed_list(@legal_aid_application) : t("generic.none") } %>
+  <% end %>
+
+  <%= summary_list.with_row(html_attributes: { id: "app-check-your-discretionary_capital_disregards" }) do |row| %>
+    <%= row.with_key(text: t(".discretionary.heading"), classes: "govuk-!-width-one-half") %>
+    <%= row.with_value(text: @legal_aid_application.discretionary_capital_disregards.any? ? discretionary_capital_disregards_detailed_list(@legal_aid_application) : t("generic.none")) %>
+  <% end %>
+<% end %>

app/views/providers/means_reports/_with_cfe_result_details.html.erb

@@ -83,7 +83,7 @@
   <%= t(".assets_heading") %>
 </h2>
 <% individual = "_with_partner" if @legal_aid_application.applicant.has_partner_with_no_contrary_interest? %>
-<%= render "shared/check_answers/assets", read_only: true, individual: %>
+<%= render "shared/check_answers/assets", means_report: true, read_only: true, individual: %>
 
 <% if @legal_aid_application.passported? && @manual_review_determiner.manual_review_required? %>
     <div class="govuk-!-padding-bottom-8"></div>

app/views/shared/check_answers/_assets.html.erb

@@ -1,4 +1,5 @@
 <% read_only = false unless local_assigns.key?(:read_only) %>
+<% means_report = false unless local_assigns.key?(:means_report) %>
 <% online_savings_accounts = @legal_aid_application.online_savings_accounts_balance %>
 <% online_current_accounts = @legal_aid_application.online_current_accounts_balance %>
 <% showing_bank_accounts = @legal_aid_application.partner_uploading_bank_statements? ||
@@ -16,6 +17,7 @@
 <% if showing_bank_accounts %>
   <h2 class="govuk-heading-m"><%= t(".assets.bank_accounts") %></h2>
 <% end %>
+
   <% if @legal_aid_application.non_passported? && !@legal_aid_application.client_uploading_bank_statements? %>
     <!-- non-passported truelayer only -->
 
@@ -83,6 +85,8 @@
                     else
                       :offline_accounts
                     end %>
+
+    <%#  offline savings accounts for partner %>
     <div class="govuk-grid-row" id="app-check-your-answers__partner_offline_accounts_link">
       <% if read_only == false %>
         <div class="govuk-grid-column-two-thirds">
@@ -99,6 +103,7 @@
         </div>
       <% end %>
     </div>
+
     <%= govuk_summary_list(classes: "govuk-!-margin-bottom-9", html_attributes: { "data-test": "partner-bank-accounts" }) do |summary_list| %>
       <%= summary_list.with_row(html_attributes: { id: "app-check-your-answers__partner_offline_current_accounts" }) do |row| %>
         <%= row.with_key(text: t(".assets.partner_current_account"), classes: "govuk-!-width-one-half") %>
@@ -110,6 +115,7 @@
       <% end %>
     <% end %>
 
+    <%#  offline savings accounts for bank statement uploads or passported %>
     <% if @legal_aid_application.uploading_bank_statements? || !@legal_aid_application.non_passported? %>
       <div class="govuk-grid-row" id="app-check-your-answers__joint_offline_accounts_link">
         <% if read_only == false %>
@@ -140,12 +146,14 @@
     <% end %>
   <% end %>
 
+  <%#  offline savings accounts for non-passpoted truelayer %>
   <% if @legal_aid_application.non_passported? && !@legal_aid_application.uploading_bank_statements? %>
     <div class="govuk-!-padding-bottom-9">
       <%= render "shared/check_answers/offline_savings_accounts", read_only: %>
     </div>
   <% end %>
 
+  <%#  savings and investments %>
   <div class="govuk-!-padding-bottom-9">
     <%= render(
           "shared/check_answers/one_link_section",
@@ -160,6 +168,7 @@
         ) %>
   </div>
 
+  <%#  other assets %>
   <%= render(
         "shared/check_answers/one_link_section",
         name: :other_assets,
@@ -173,8 +182,10 @@
         read_only:,
       ) %>
 
+  <%#  asset restrictions %>
   <%= render("shared/check_answers/restrictions", read_only:, individual:) if @legal_aid_application.own_capital? %>
 
+  <%#  policy disregards %>
   <section class="print-no-break">
     <% if @legal_aid_application.policy_disregards.present? %>
       <%= render(
@@ -187,4 +198,15 @@
           ) %>
     <% end %>
   </section>
+
+  <%#  capital disregards %>
+  <section class="print-no-break">
+    <% if Setting.means_test_review_a? %>
+      <% if means_report %>
+        <%= render("providers/means_reports/capital_disregards", read_only:, individual:) %>
+      <% else %>
+        <%= render("shared/check_answers/capital_disregards", read_only:, individual:) %>
+      <% end %>
+    <% end %>
+  </section>
 </section>

app/views/shared/check_answers/_capital_disregard_details.html.erb

@@ -0,0 +1,41 @@
+<% capital_disregard_type = capital_disregard.mandatory? ? "mandatory" : "discretionary" %>
+<% capital_disregard_name = t("providers.means.capital_disregards.#{capital_disregard_type}.#{capital_disregard.name}") %>
+
+<%= govuk_summary_list(
+      actions: !read_only,
+      classes: "govuk-!-margin-bottom-9",
+      html_attributes: { id: "#{capital_disregard_type}-capital-disregard-questions_#{index}" },
+    ) do |summary_list| %>
+
+  <%= summary_list.with_row(html_attributes: { id: "app-check-your-answers__capital_disregard_#{index}_change_link" }) do |row| %>
+    <%= row.with_key(text: t(".#{capital_disregard_type}.heading", count: index + 1), classes: "govuk-!-width-one-half govuk-heading-m") %>
+    <%= row.with_value(text: nil) %>
+    <%= row.with_action(
+          text: t("generic.change"),
+          href: providers_legal_aid_application_means_capital_disregards_add_detail_path(@legal_aid_application, capital_disregard),
+          visually_hidden_text: capital_disregard_name,
+        ) %>
+  <% end %>
+
+  <%= summary_list.with_row(html_attributes: { id: "app-check-your-answers__payment_type" }) do |row| %>
+    <%= row.with_key(text: t(".questions.payment_type"), classes: "govuk-!-width-one-half") %>
+    <%= row.with_value { capital_disregard_name } %>
+  <% end %>
+
+  <% if capital_disregard.payment_reason.present? %>
+    <%= summary_list.with_row(html_attributes: { id: "app-check-your-answers__payment_reason" }) do |row| %>
+      <%= row.with_key(text: t(".questions.payment_reason"), classes: "govuk-!-width-one-half") %>
+      <%= row.with_value { capital_disregard.payment_reason } %>
+    <% end %>
+  <% end %>
+
+  <%= summary_list.with_row(html_attributes: { id: "app-check-your-answers__amount_and_date_received" }) do |row| %>
+    <%= row.with_key(text: t(".questions.amount_and_date_received"), classes: "govuk-!-width-one-half") %>
+    <%= row.with_value { amount_and_date_received(capital_disregard) } %>
+  <% end %>
+
+  <%= summary_list.with_row(html_attributes: { id: "app-check-your-answers__bank_account_name" }) do |row| %>
+    <%= row.with_key(text: t(".questions.bank_account_name"), classes: "govuk-!-width-one-half") %>
+    <%= row.with_value { capital_disregard.account_name } %>
+  <% end %>
+<% end %>

app/views/shared/check_answers/_capital_disregards.html.erb

@@ -0,0 +1,39 @@
+<h2 class="govuk-heading-m"><%= t(".heading#{individual}") %></h2>
+<%= govuk_summary_list(
+      actions: !read_only,
+      classes: "govuk-!-margin-bottom-9",
+      html_attributes: { id: "capital-disregards-questions" },
+    ) do |summary_list| %>
+
+  <%= summary_list.with_row(html_attributes: { id: "app-check-your-mandatory_capital_disregards" }) do |row| %>
+    <%= row.with_key(text: t(".mandatory.heading"), classes: "govuk-!-width-one-half") %>
+    <%= row.with_value { @legal_aid_application.mandatory_capital_disregards.any? ? mandatory_capital_disregards_list(@legal_aid_application) : t("generic.none") } %>
+    <% unless read_only %>
+      <%= row.with_action(
+            text: t("generic.change"),
+            href: check_answer_url_for(journey_type, :capital_disregards_mandatory, @legal_aid_application),
+            visually_hidden_text: t(".mandatory.heading"),
+          ) %>
+    <% end %>
+  <% end %>
+
+  <%= summary_list.with_row(html_attributes: { id: "app-check-your-discretionary_capital_disregards" }) do |row| %>
+    <%= row.with_key(text: t(".discretionary.heading"), classes: "govuk-!-width-one-half") %>
+    <%= row.with_value(text: @legal_aid_application.discretionary_capital_disregards.any? ? discretionary_capital_disregards_list(@legal_aid_application) : t("generic.none")) %>
+    <% unless read_only %>
+      <%= row.with_action(
+            text: t("generic.change"),
+            href: check_answer_url_for(journey_type, :capital_disregards_discretionary, @legal_aid_application),
+            visually_hidden_text: t(".discretionary.heading"),
+          ) %>
+    <% end %>
+  <% end %>
+<% end %>
+
+<% @legal_aid_application.mandatory_capital_disregards.each_with_index do |capital_disregard, index| %>
+  <%= render("shared/check_answers/capital_disregard_details", capital_disregard:, index:, read_only:) %>
+<% end %>
+
+<% @legal_aid_application.discretionary_capital_disregards.each_with_index do |capital_disregard, index| %>
+  <%= render("shared/check_answers/capital_disregard_details", capital_disregard:, index:, read_only:) %>
+<% end %>

config/locales/en/providers.yml

@@ -1265,6 +1265,8 @@ en:
           london_emergencies_trust: The London Emergencies Trust
           none_of_these: None of these schemes or trusts
       capital_disregards:
+        payment_reason_for: "For: %{reason}"
+        held_in: Held in %{account_name}
         discretionary:
           backdated_benefits: Backdated benefits and child maintenance payments received more than 24 months ago
           compensation_for_personal_harm: Compensation, damages or ex-gratia payments for personal harm
@@ -1422,6 +1424,13 @@ en:
       assets_heading: &assets_heading Property, savings and other assets
       benefit_check_heading: Passported means
       benefit_check_question: In receipt of passporting benefit
+      capital_disregards:
+        heading: Capital disregards
+        discretionary:
+          heading: Discretionary disregards
+        mandatory:
+          heading: Mandatory disregards
+
       capital_result_heading: &capital_result_heading Capital result
       caseworker_review_section_heading: Caseworker Review
       child_dependants: Child dependants

config/locales/en/shared.yml

@@ -360,6 +360,23 @@ en:
         total_outgoings: Total outgoings
         total_deductions: Total deductions
     check_answers:
+      capital_disregard_details:
+        mandatory:
+          heading: Disregarded payment %{count}
+        discretionary:
+          heading: Payment to be reviewed %{count}
+        questions:
+          payment_type: Payment type
+          payment_reason: What the payment is for
+          amount_and_date_received: Amount and date received
+          bank_account_name: Bank account
+      capital_disregards:
+        heading: One-off payments your client received
+        heading_with_partner: One-off payments your client or their partner received
+        mandatory:
+          heading: Disregarded payments
+        discretionary:
+          heading: Payments to be reviewed
       assets:
         assets:
           other_assets: Which assets does your client have?

features/providers/mtr_accelerated/capital_disregards.feature

@@ -1,5 +1,5 @@
 Feature: mandatory and discretionary capital disregards questions and flow
-# TODO: This flow file can be moved to a full flow non-passported journey feature after the MTR-A feature flag is removed
+# TODO: AP-5493 - This flow file can be moved to a full flow non-passported journey feature after the MTR-A feature flag is removed
 
   @javascript
   Scenario: When the MTR-A feature flag is off I should not see the mandatory or discretionary capital disregard questions in the flow