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submit-social-housing-lettings-and-sales-data
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CLDC-2374 Update bulk upload guidance (#1703) 

* Update 23/24 lettings prepare your file guidance

* Separate and update bulk upload sales guidance

* Update shared guidance and sales file path

* Rename old_template_path to legacy_template_path

* Remove wrong bullet point

* Update legacy template path based on year
pull/1713/head
kosiakkatrina 2 years ago committed by GitHub
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8 changed files with 66 additions and 13 deletions
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  1. 4
      app/models/forms/bulk_upload_lettings/guidance.rb
  2. 2
      app/models/forms/bulk_upload_lettings/prepare_your_file.rb
  3. 4
      app/models/forms/bulk_upload_sales/guidance.rb
  4. 16
      app/models/forms/bulk_upload_sales/prepare_your_file.rb
  5. 5
      app/views/bulk_upload_lettings_logs/forms/prepare_your_file_2023.html.erb
  6. 3
      app/views/bulk_upload_sales_logs/forms/prepare_your_file_2022.html.erb
  7. 36
      app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb
  8. 9
      app/views/bulk_upload_shared/guidance.html.erb

4
app/models/forms/bulk_upload_lettings/guidance.rb
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@ -15,8 +15,8 @@ module Forms
bulk_upload_lettings_log_path(id: "prepare-your-file", form: { year: })
end
def old_template_path
Forms::BulkUploadLettings::PrepareYourFile.new.old_template_path
def legacy_template_path
Forms::BulkUploadLettings::PrepareYourFile.new.legacy_template_path
end
def template_path

2
app/models/forms/bulk_upload_lettings/prepare_your_file.rb
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@ -30,7 +30,7 @@ module Forms
bulk_upload_lettings_log_path(id: page_id, form: { year:, needstype: })
end
def old_template_path
def legacy_template_path
case year
when 2022
"/files/bulk-upload-lettings-template-2022-23.xlsx"

4
app/models/forms/bulk_upload_sales/guidance.rb
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@ -15,8 +15,8 @@ module Forms
bulk_upload_sales_log_path(id: "prepare-your-file", form: { year: })
end
def old_template_path
Forms::BulkUploadLettings::PrepareYourFile.new.old_template_path
def legacy_template_path
Forms::BulkUploadSales::PrepareYourFile.new.legacy_template_path
end
def template_path

16
app/models/forms/bulk_upload_sales/prepare_your_file.rb
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@ -8,7 +8,12 @@ module Forms
attribute :year, :integer
def view_path
"bulk_upload_sales_logs/forms/prepare_your_file"
case year
when 2022
"bulk_upload_sales_logs/forms/prepare_your_file_2022"
else
"bulk_upload_sales_logs/forms/prepare_your_file_2023"
end
end
def back_path
@ -23,8 +28,13 @@ module Forms
bulk_upload_sales_log_path(id: "upload-your-file", form: { year: })
end
def old_template_path
"/files/bulk-upload-sales-template-2022-23.xlsx"
def legacy_template_path
case year
when 2022
"/files/bulk-upload-sales-template-2022-23.xlsx"
else
"/files/bulk-upload-sales-legacy-template-2023-24.xlsx"
end
end
def template_path

5
app/views/bulk_upload_lettings_logs/forms/prepare_your_file_2023.html.erb
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@ -12,13 +12,14 @@
<h2 class="govuk-heading-s">Download template</h2>
<p class="govuk-body govuk-!-margin-bottom-2">Use one of these templates to upload logs for 2023/24:</p>
<ul class="govuk-list govuk-list--bullet">
<li>
If your organisation is new to using bulk upload or you have updated your HMS export, use <%= govuk_link_to "this template (improved question ordering)", @form.template_path %>.
<%= govuk_link_to "New template", @form.template_path %>: In this template, the questions are in the same order as the 2023/24 paper form and web form.
</li>
<li>
If your organisation was using bulk upload on the previous CORE website and hasn't changed its HMS to be compatible with the new CORE service, use <%= govuk_link_to "this template", @form.old_template_path %>.
<%= govuk_link_to "Legacy template", @form.legacy_template_path %>: In this template, the questions are in the same order as the 2022/23 template, with new questions added on to the end.
</li>
</ul>

3
app/views/bulk_upload_sales_logs/forms/prepare_your_file.html.erb → app/views/bulk_upload_sales_logs/forms/prepare_your_file_2022.html.erb
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@ -12,8 +12,7 @@
<h2 class="govuk-heading-s">Download template</h2>
<ul class="govuk-list govuk-list--bullet">
<li>If your organisation is new to using bulk upload or you have updated your HMS export use <%= govuk_link_to "this template (improved question ordering)", @form.template_path %></li>
<li>If your organisation was using bulk upload on the previous CORE website and hasn't changed its HMS to be compatible with the new CORE service, use <%= govuk_link_to "this template", @form.old_template_path %></li>
<li>Download and use <%= govuk_link_to "this template", @form.legacy_template_path %>.</li>
</ul>
<h2 class="govuk-heading-s">Create your file</h2>

36
app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb
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@ -0,0 +1,36 @@
<% content_for :before_content do %>
<%= govuk_back_link href: @form.back_path %>
<% end %>
<div class="govuk-grid-row">
<div class="govuk-grid-column-two-thirds">
<%= form_with model: @form, scope: :form, url: bulk_upload_sales_log_path(id: "prepare-your-file"), method: :patch do |f| %>
<%= f.hidden_field :year %>
<span class="govuk-caption-l">Upload sales logs in bulk (<%= @form.year_combo %>)</span>
<h1 class="govuk-heading-l">Prepare your file</h1>
<h2 class="govuk-heading-s">Download template</h2>
<ul class="govuk-list govuk-list--bullet">
<li><%= govuk_link_to "New template", @form.template_path %>: In this template, the questions are in the same order as the 2023/24 paper form and web form.</li>
<li><%= govuk_link_to "Legacy template", @form.legacy_template_path %>: In this template, the questions are in the same order as the 2022/23 template, with new questions added on to the end.</li>
</ul>
<h2 class="govuk-heading-s">Create your file</h2>
<ul class="govuk-list govuk-list--bullet">
<li>Fill in the template with CORE data from your housing management system according to the <%= govuk_link_to "Sales #{@form.year_combo} Bulk Upload Specification", @form.specification_path %></li>
<li><strong>Username field:</strong> To assign a log to someone else, enter the email address they use to log into CORE</li>
<li>If you have to manually enter large volumes of data into the bulk upload template, we recommend creating logs directly in the service instead. <%= govuk_link_to "Find out more about exporting your data", bulk_upload_sales_log_path(id: "guidance", form: { year: @form.year }) %></li>
<li>If you are using the new template, keep the headers. If you are using the legacy template, you can either keep or remove the headers.</li>
</ul>
<h2 class="govuk-heading-s">Save your file</h2>
<ul class="govuk-list govuk-list--bullet">
<li>Save your file as a CSV</li>
<li>Your file should now be ready to upload</li>
</ul>
<%= f.govuk_submit %>
<% end %>
</div>
</div>

9
app/views/bulk_upload_shared/guidance.html.erb
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@ -54,7 +54,14 @@
<div class="govuk-!-padding-bottom-4">
<h2 class="govuk-heading-s">Getting help</h2>
<p class="govuk-body">There is no step-by-step bulk upload guide like there is with single log upload. However, you can download <%= govuk_link_to "our template", @form.template_path %>, which you can copy-paste data into from your systems column-by-column. You can also view a post-upload report showing any data errors, and our <%= govuk_link_to "data specification", @form.specification_path, target: "_blank" %> can help fix these.</p>
<p class="govuk-body">There is no step-by-step bulk upload guide like there is with single log upload. However, you can download <%= @form.year == 2022 ? govuk_link_to("our template", @form.template_path) : "one of our templates" %>, which you can copy-paste data into from your systems column-by-column. You can also view a post-upload report showing any data errors, and our <%= govuk_link_to "data specification", @form.specification_path, target: "_blank" %> can help fix these.</p>
<% if @form.year == 2023 %>
<%= govuk_details(summary_text: "How to choose the right template") do %>
<p class="govuk-body">Use one of these templates to upload logs for 2023/24:</p>
<p class="govuk-body"><%= govuk_link_to "New template", @form.template_path %>: In this template, the questions are in the same order as the 2023/24 paper form and web form. Use this template if your organisation is new to bulk upload or if your housing management system matches the new column ordering.</p>
<p class="govuk-body"><%= govuk_link_to "Legacy template", @form.legacy_template_path %>: In this template, the questions are in the same order as the 2022/23 template, with new questions added on to the end. Use this template if you have not updated your system to match the new template yet.</p>
<% end %>
<% end %>
<p class="govuk-body">If you still need support mapping data in the way we need, DLUHC’s helpdesk can help. If your data is across multiple systems, or is hard to export as a single file in the correct format, you could try different exports, or copy-pasting data by hand.</p>
</div>
</div>

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