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518 lines
21 KiB
518 lines
21 KiB
module Imports |
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class SalesLogsImportService < LogsImportService |
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def initialize(storage_service, logger = Rails.logger) |
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@logs_with_discrepancies = Set.new |
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@logs_overridden = Set.new |
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super |
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end |
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def create_logs(folder) |
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import_from(folder, :create_log) |
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if @logs_with_discrepancies.count.positive? |
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@logger.warn("The following sales logs had status discrepancies: [#{@logs_with_discrepancies.join(', ')}]") |
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end |
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end |
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private |
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def create_log(xml_doc) |
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# only import sales logs from 22/23 collection period onwards |
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return unless meta_field_value(xml_doc, "form-name").include?("Sales") |
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return unless compose_date(xml_doc, "DAY", "MONTH", "YEAR") >= Time.zone.local(2022, 4, 1) |
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attributes = {} |
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previous_status = meta_field_value(xml_doc, "status") |
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# Required fields for status complete or logic to work |
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# Note: order matters when we derive from previous values (attributes parameter) |
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attributes["saledate"] = compose_date(xml_doc, "DAY", "MONTH", "YEAR") |
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attributes["owning_organisation_id"] = find_organisation_id(xml_doc, "OWNINGORGID") |
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attributes["type"] = unsafe_string_as_integer(xml_doc, "DerSaleType") |
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attributes["old_id"] = meta_field_value(xml_doc, "document-id") |
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attributes["created_at"] = Time.zone.parse(meta_field_value(xml_doc, "created-date")) |
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attributes["updated_at"] = Time.zone.parse(meta_field_value(xml_doc, "modified-date")) |
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attributes["purchid"] = string_or_nil(xml_doc, "PurchaserCode") |
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attributes["ownershipsch"] = unsafe_string_as_integer(xml_doc, "Ownership") |
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attributes["ownershipsch"] = ownership_from_type(attributes) if attributes["ownershipsch"].blank? # sometimes Ownership is missing, but type is set |
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attributes["othtype"] = string_or_nil(xml_doc, "Q38OtherSale") |
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attributes["jointpur"] = unsafe_string_as_integer(xml_doc, "joint") |
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attributes["jointmore"] = unsafe_string_as_integer(xml_doc, "JointMore") if attributes["jointpur"] == 1 |
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attributes["beds"] = safe_string_as_integer(xml_doc, "Q11Bedrooms") |
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attributes["companybuy"] = unsafe_string_as_integer(xml_doc, "company") if attributes["ownershipsch"] == 3 |
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attributes["hholdcount"] = other_household_members(xml_doc, attributes) |
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attributes["hhmemb"] = household_members(xml_doc, attributes) |
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(1..6).each do |index| |
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attributes["age#{index}"] = safe_string_as_integer(xml_doc, "P#{index}Age") |
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attributes["sex#{index}"] = sex(xml_doc, index) |
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attributes["ecstat#{index}"] = unsafe_string_as_integer(xml_doc, "P#{index}Eco") |
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attributes["age#{index}_known"] = age_known(xml_doc, index, attributes["hhmemb"], attributes["age#{index}"]) |
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end |
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(2..6).each do |index| |
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attributes["relat#{index}"] = relat(xml_doc, index) |
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attributes["details_known_#{index}"] = details_known(index, attributes) |
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end |
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attributes["national"] = unsafe_string_as_integer(xml_doc, "P1Nat") |
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attributes["othernational"] = nil |
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attributes["ethnic"] = unsafe_string_as_integer(xml_doc, "P1Eth") |
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attributes["ethnic_group"] = ethnic_group(attributes["ethnic"]) |
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attributes["buy1livein"] = unsafe_string_as_integer(xml_doc, "LiveInBuyer1") |
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attributes["buylivein"] = unsafe_string_as_integer(xml_doc, "LiveInBuyer") if attributes["ownershipsch"] == 3 |
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attributes["builtype"] = unsafe_string_as_integer(xml_doc, "Q13BuildingType") |
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attributes["proptype"] = unsafe_string_as_integer(xml_doc, "Q12PropertyType") |
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attributes["privacynotice"] = 1 if string_or_nil(xml_doc, "Qdp") == "Yes" |
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attributes["noint"] = unsafe_string_as_integer(xml_doc, "PartAPurchaser") |
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attributes["buy2livein"] = unsafe_string_as_integer(xml_doc, "LiveInBuyer2") |
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attributes["wheel"] = unsafe_string_as_integer(xml_doc, "Q10Wheelchair") |
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attributes["la"] = string_or_nil(xml_doc, "Q14ONSLACode") |
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attributes["income1"] = safe_string_as_integer(xml_doc, "Q2Person1Income") |
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attributes["income1nk"] = income_known(unsafe_string_as_integer(xml_doc, "P1IncKnown")) |
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attributes["inc1mort"] = unsafe_string_as_integer(xml_doc, "Q2Person1Mortgage") |
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attributes["income2"] = safe_string_as_integer(xml_doc, "Q2Person2Income") |
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attributes["income2nk"] = income_known(unsafe_string_as_integer(xml_doc, "P2IncKnown")) |
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attributes["savings"] = safe_string_as_integer(xml_doc, "Q3Savings") |
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attributes["savingsnk"] = savings_known(xml_doc) |
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attributes["prevown"] = unsafe_string_as_integer(xml_doc, "Q4PrevOwnedProperty") |
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attributes["mortgage"] = safe_string_as_decimal(xml_doc, "CALCMORT") |
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attributes["inc2mort"] = unsafe_string_as_integer(xml_doc, "Q2Person2MortApplication") |
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attributes["hb"] = unsafe_string_as_integer(xml_doc, "Q2a") |
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attributes["frombeds"] = safe_string_as_integer(xml_doc, "Q20Bedrooms") |
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attributes["staircase"] = unsafe_string_as_integer(xml_doc, "Q17aStaircase") if attributes["ownershipsch"] == 1 |
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attributes["stairbought"] = safe_string_as_integer(xml_doc, "PercentBought") |
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attributes["stairowned"] = safe_string_as_integer(xml_doc, "PercentOwns") if attributes["staircase"] == 1 |
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attributes["mrent"] = safe_string_as_decimal(xml_doc, "Q28MonthlyRent") |
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attributes["exdate"] = compose_date(xml_doc, "EXDAY", "EXMONTH", "EXYEAR") |
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attributes["exday"] = safe_string_as_integer(xml_doc, "EXDAY") |
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attributes["exmonth"] = safe_string_as_integer(xml_doc, "EXMONTH") |
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attributes["exyear"] = safe_string_as_integer(xml_doc, "EXYEAR") |
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attributes["resale"] = unsafe_string_as_integer(xml_doc, "Q17Resale") |
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attributes["deposit"] = deposit(xml_doc, attributes) |
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attributes["cashdis"] = safe_string_as_decimal(xml_doc, "Q27SocialHomeBuy") |
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attributes["disabled"] = unsafe_string_as_integer(xml_doc, "Disability") |
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attributes["lanomagr"] = unsafe_string_as_integer(xml_doc, "Q19Rehoused") |
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attributes["value"] = purchase_price(xml_doc, attributes) |
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attributes["equity"] = safe_string_as_decimal(xml_doc, "Q23Equity") |
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attributes["discount"] = safe_string_as_decimal(xml_doc, "Q33Discount") |
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attributes["grant"] = safe_string_as_decimal(xml_doc, "Q32Reductions") |
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attributes["pregyrha"] = 1 if string_or_nil(xml_doc, "PREGYRHA") == "Yes" |
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attributes["pregla"] = 1 if string_or_nil(xml_doc, "PREGLA") == "Yes" |
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attributes["pregghb"] = 1 if string_or_nil(xml_doc, "PREGHBA") == "Yes" |
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attributes["pregother"] = 1 if string_or_nil(xml_doc, "PREGOTHER") == "Yes" |
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attributes["ppostcode_full"] = parse_postcode(string_or_nil(xml_doc, "Q7Postcode")) |
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attributes["prevloc"] = string_or_nil(xml_doc, "Q7ONSLACode") |
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attributes["ppcodenk"] = previous_postcode_known(xml_doc, attributes["ppostcode_full"], attributes["prevloc"]) # Q7UNKNOWNPOSTCODE check mapping |
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attributes["ppostc1"] = string_or_nil(xml_doc, "PPOSTC1") |
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attributes["ppostc2"] = string_or_nil(xml_doc, "PPOSTC2") |
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attributes["hhregres"] = unsafe_string_as_integer(xml_doc, "ArmedF") |
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attributes["hhregresstill"] = still_serving(xml_doc) |
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attributes["proplen"] = safe_string_as_integer(xml_doc, "Q16aProplen2") || safe_string_as_integer(xml_doc, "Q16aProplensec2") |
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attributes["mscharge"] = monthly_charges(xml_doc, attributes) |
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attributes["mscharge_known"] = 1 if attributes["mscharge"].present? |
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attributes["prevten"] = unsafe_string_as_integer(xml_doc, "Q6PrevTenure") |
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attributes["mortlen"] = mortgage_length(xml_doc, attributes) |
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attributes["extrabor"] = borrowing(xml_doc, attributes) |
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attributes["mortgageused"] = mortgage_used(xml_doc, attributes) |
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attributes["wchair"] = unsafe_string_as_integer(xml_doc, "Q15Wheelchair") |
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attributes["armedforcesspouse"] = unsafe_string_as_integer(xml_doc, "ARMEDFORCESSPOUSE") |
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attributes["hodate"] = compose_date(xml_doc, "HODAY", "HOMONTH", "HOYEAR") |
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attributes["hoday"] = safe_string_as_integer(xml_doc, "HODAY") |
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attributes["homonth"] = safe_string_as_integer(xml_doc, "HOMONTH") |
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attributes["hoyear"] = safe_string_as_integer(xml_doc, "HOYEAR") |
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attributes["fromprop"] = unsafe_string_as_integer(xml_doc, "Q21PropertyType") |
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attributes["socprevten"] = unsafe_string_as_integer(xml_doc, "PrevRentType") |
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attributes["mortgagelender"] = mortgage_lender(xml_doc, attributes) |
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attributes["mortgagelenderother"] = mortgage_lender_other(xml_doc, attributes) |
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attributes["postcode_full"] = parse_postcode(string_or_nil(xml_doc, "Q14Postcode")) |
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attributes["pcodenk"] = 0 if attributes["postcode_full"].present? # known if given |
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attributes["soctenant"] = soctenant(attributes) |
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attributes["ethnic_group2"] = nil # 23/24 variable |
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attributes["ethnicbuy2"] = nil # 23/24 variable |
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attributes["prevshared"] = nil # 23/24 variable |
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attributes["staircasesale"] = nil # 23/24 variable |
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attributes["previous_la_known"] = 1 if attributes["prevloc"].present? |
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if attributes["la"].present? |
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attributes["la_known"] = 1 |
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attributes["is_la_inferred"] = false |
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end |
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# Sets the log creator |
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owner_id = meta_field_value(xml_doc, "owner-user-id").strip |
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if owner_id.present? |
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user = LegacyUser.find_by(old_user_id: owner_id)&.user |
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@logger.warn "Missing user! We expected to find a legacy user with old_user_id #{owner_id}" unless user |
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attributes["created_by"] = user |
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end |
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set_default_values(attributes) if previous_status.include?("submitted") |
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sales_log = save_sales_log(attributes, previous_status) |
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compute_differences(sales_log, attributes) |
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check_status_completed(sales_log, previous_status) unless @logs_overridden.include?(sales_log.old_id) |
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end |
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def save_sales_log(attributes, previous_status) |
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sales_log = SalesLog.new(attributes) |
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begin |
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sales_log.save! |
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sales_log |
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rescue ActiveRecord::RecordNotUnique |
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legacy_id = attributes["old_id"] |
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record = SalesLog.find_by(old_id: legacy_id) |
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@logger.info "Updating sales log #{record.id} with legacy ID #{legacy_id}" |
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record.update!(attributes) |
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record |
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rescue ActiveRecord::RecordInvalid => e |
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rescue_validation_or_raise(sales_log, attributes, previous_status, e) |
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end |
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end |
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def rescue_validation_or_raise(sales_log, attributes, _previous_status, exception) |
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@logger.error("Log #{sales_log.old_id}: Failed to import") |
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sales_log.errors.each do |error| |
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@logger.error("Validation error: Field #{error.attribute}:") |
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@logger.error("\tOwning Organisation: #{sales_log.owning_organisation&.name}") |
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@logger.error("\tOld CORE ID: #{sales_log.old_id}") |
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@logger.error("\tOld CORE: #{attributes[error.attribute.to_s]&.inspect}") |
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@logger.error("\tNew CORE: #{sales_log.read_attribute(error.attribute)&.inspect}") |
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@logger.error("\tError message: #{error.type}") |
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end |
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raise exception |
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end |
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def compute_differences(sales_log, attributes) |
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differences = [] |
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attributes.each do |key, value| |
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sales_log_value = sales_log.send(key.to_sym) |
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next if fields_not_present_in_softwire_data.include?(key) |
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if value != sales_log_value |
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differences.push("#{key} #{value.inspect} #{sales_log_value.inspect}") |
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end |
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end |
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@logger.warn "Differences found when saving log #{sales_log.old_id}: #{differences}" unless differences.empty? |
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end |
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def fields_not_present_in_softwire_data |
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%w[created_by |
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income1_value_check |
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mortgage_value_check |
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savings_value_check |
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deposit_value_check |
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wheel_value_check |
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retirement_value_check |
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extrabor_value_check |
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deposit_and_mortgage_value_check |
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shared_ownership_deposit_value_check |
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grant_value_check |
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value_value_check |
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old_persons_shared_ownership_value_check |
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staircase_bought_value_check |
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monthly_charges_value_check |
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hodate_check |
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saledate_check] |
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end |
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def check_status_completed(sales_log, previous_status) |
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if previous_status.include?("submitted") && sales_log.status != "completed" |
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@logger.warn "sales log #{sales_log.id} is not completed. The following answers are missing: #{missing_answers(sales_log).join(', ')}" |
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@logger.warn "sales log with old id:#{sales_log.old_id} is incomplete but status should be complete" |
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@logs_with_discrepancies << sales_log.old_id |
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end |
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end |
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def age_known(_xml_doc, index, hhmemb, age) |
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return nil if hhmemb.present? && index > hhmemb |
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return 0 if age.present? |
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end |
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def details_known(index, attributes) |
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return nil if attributes["hhmemb"].nil? || index > attributes["hhmemb"] |
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return nil if attributes["jointpur"] == 1 && index == 2 |
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if attributes["age#{index}_known"] != 0 && |
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attributes["sex#{index}"] == "R" && |
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attributes["relat#{index}"] == "R" && |
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attributes["ecstat#{index}"] == 10 |
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2 # No |
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else |
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1 # Yes |
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end |
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end |
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MORTGAGE_LENDER_OPTIONS = { |
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"atom bank" => 1, |
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"barclays bank plc" => 2, |
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"bath building society" => 3, |
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"buckinghamshire building society" => 4, |
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"cambridge building society" => 5, |
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"coventry building society" => 6, |
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"cumberland building society" => 7, |
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"darlington building society" => 8, |
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"dudley building society" => 9, |
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"ecology building society" => 10, |
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"halifax" => 11, |
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"hanley economic building society" => 12, |
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"hinckley and rugby building society" => 13, |
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"holmesdale building society" => 14, |
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"ipswich building society" => 15, |
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"leeds building society" => 16, |
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"lloyds bank" => 17, |
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"mansfield building society" => 18, |
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"market harborough building society" => 19, |
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"melton mowbray building society" => 20, |
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"nationwide building society" => 21, |
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"natwest" => 22, |
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"nedbank private wealth" => 23, |
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"newbury building society" => 24, |
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"oneSavings bank" => 25, |
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"parity trust" => 26, |
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"penrith building society" => 27, |
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"pepper homeloans" => 28, |
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"royal bank of scotland" => 29, |
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"santander" => 30, |
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"skipton building society" => 31, |
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"teachers building society" => 32, |
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"the co-operative bank" => 33, |
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"tipton & coseley building society" => 34, |
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"tss" => 35, |
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"ulster bank" => 36, |
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"virgin money" => 37, |
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"west bromwich building society" => 38, |
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"yorkshire building society" => 39, |
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"other" => 40, |
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}.freeze |
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# this comes through as a string, need to map to a corresponding integer |
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def mortgage_lender(xml_doc, attributes) |
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lender = case attributes["ownershipsch"] |
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when 1 |
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string_or_nil(xml_doc, "Q24aMortgageLender") |
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when 2 |
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string_or_nil(xml_doc, "Q34a") |
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when 3 |
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string_or_nil(xml_doc, "Q41aMortgageLender") |
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end |
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return if lender.blank? |
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MORTGAGE_LENDER_OPTIONS[lender.downcase] || MORTGAGE_LENDER_OPTIONS["other"] |
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end |
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def mortgage_lender_other(xml_doc, attributes) |
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return unless attributes["mortgagelender"] == MORTGAGE_LENDER_OPTIONS["other"] |
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case attributes["ownershipsch"] |
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when 1 |
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string_or_nil(xml_doc, "Q24aMortgageLender") |
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when 2 |
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string_or_nil(xml_doc, "Q34a") |
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when 3 |
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string_or_nil(xml_doc, "Q41aMortgageLender") |
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end |
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end |
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def mortgage_length(xml_doc, attributes) |
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case attributes["ownershipsch"] |
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when 1 |
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unsafe_string_as_integer(xml_doc, "Q24b") |
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when 2 |
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unsafe_string_as_integer(xml_doc, "Q34b") |
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when 3 |
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unsafe_string_as_integer(xml_doc, "Q41b") |
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end |
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end |
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def savings_known(xml_doc) |
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case unsafe_string_as_integer(xml_doc, "savingsKnown") |
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when 1 # known |
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0 |
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when 2 # unknown |
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1 |
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end |
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end |
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def soctenant(attributes) |
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return nil unless attributes["ownershipsch"] == 1 |
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if attributes["frombeds"].blank? && attributes["fromprop"].blank? && attributes["socprevten"].blank? |
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2 |
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else |
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1 |
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end |
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# NO (2) if FROMBEDS, FROMPROP and socprevten are blank, and YES(1) if they are completed |
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end |
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def still_serving(xml_doc) |
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case unsafe_string_as_integer(xml_doc, "LeftArmedF") |
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when 4 |
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4 |
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when 5, 6 |
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5 |
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end |
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end |
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def income_known(value) |
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case value |
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when 1 # known |
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0 |
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when 2 # unknown |
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1 |
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end |
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end |
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def borrowing(xml_doc, attributes) |
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case attributes["ownershipsch"] |
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when 1 |
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unsafe_string_as_integer(xml_doc, "Q25Borrowing") |
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when 2 |
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unsafe_string_as_integer(xml_doc, "Q35Borrowing") |
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when 3 |
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unsafe_string_as_integer(xml_doc, "Q42Borrowing") |
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end |
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end |
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def purchase_price(xml_doc, attributes) |
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case attributes["ownershipsch"] |
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when 1 |
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safe_string_as_decimal(xml_doc, "Q22PurchasePrice") |
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when 2 |
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safe_string_as_decimal(xml_doc, "Q31PurchasePrice") |
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when 3 |
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safe_string_as_decimal(xml_doc, "Q40PurchasePrice") |
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end |
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end |
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def deposit(xml_doc, attributes) |
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case attributes["ownershipsch"] |
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when 1 |
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safe_string_as_decimal(xml_doc, "Q26CashDeposit") |
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when 2 |
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safe_string_as_decimal(xml_doc, "Q36CashDeposit") |
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when 3 |
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safe_string_as_decimal(xml_doc, "Q43CashDeposit") |
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end |
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end |
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def monthly_charges(xml_doc, attributes) |
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safe_string_as_decimal(xml_doc, "Q29MonthlyCharges") |
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case attributes["ownershipsch"] |
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when 1 |
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safe_string_as_decimal(xml_doc, "Q29MonthlyCharges") |
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when 2 |
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safe_string_as_decimal(xml_doc, "Q37MonthlyCharges") |
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end |
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end |
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def ownership_from_type(attributes) |
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case attributes["type"] |
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when 2, 24, 18, 16, 28, 31, 30 |
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1 # shared ownership |
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when 8, 14, 27, 9, 29, 21, 22 |
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2 # discounted ownership |
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when 10, 12 |
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3 # outright sale |
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end |
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end |
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def other_household_members(xml_doc, attributes) |
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hholdcount = safe_string_as_integer(xml_doc, "LiveInOther") |
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return hholdcount if hholdcount.present? |
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other_people_with_details(xml_doc, attributes) |
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end |
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def other_people_with_details(xml_doc, attributes) |
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number_of_buyers = attributes["jointpur"] == 1 ? 2 : 1 |
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highest_person_index_with_details = number_of_buyers |
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(2..6).each do |person_index| |
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age = string_or_nil(xml_doc, "P#{person_index}Age") |
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gender = string_or_nil(xml_doc, "P#{person_index}Sex") |
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relationship = string_or_nil(xml_doc, "P#{person_index}Rel") |
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economic_status = string_or_nil(xml_doc, "P#{person_index}Eco") |
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if gender.present? || age.present? || relationship.present? || economic_status.present? |
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highest_person_index_with_details = person_index |
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end |
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end |
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highest_person_index_with_details - number_of_buyers |
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end |
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def household_members(_xml_doc, attributes) |
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if attributes["jointpur"] == 2 |
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attributes["hholdcount"] + 1 |
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else |
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attributes["hholdcount"] + 2 |
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end |
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end |
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def parse_postcode(postcode) |
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return if postcode.blank? |
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UKPostcode.parse(postcode).to_s |
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end |
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def mortgage_used(xml_doc, attributes) |
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mortgageused = unsafe_string_as_integer(xml_doc, "MORTGAGEUSED") |
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return mortgageused unless mortgageused == 3 |
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if attributes["mortgage"].present? || attributes["mortlen"].present? || attributes["extrabor"].present? |
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1 # yes |
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else |
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3 # don't know |
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end |
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end |
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def set_default_values(attributes) |
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attributes["armedforcesspouse"] ||= 7 |
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attributes["hhregres"] ||= 8 |
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attributes["disabled"] ||= 3 |
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attributes["wheel"] ||= 3 |
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attributes["hb"] ||= 4 |
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attributes["prevown"] ||= 3 |
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attributes["savingsnk"] ||= attributes["savings"].present? ? 0 : 1 |
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attributes["jointmore"] ||= 3 if attributes["jointpur"] == 1 |
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attributes["inc1mort"] ||= 3 |
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if [attributes["pregyrha"], attributes["pregla"], attributes["pregghb"], attributes["pregother"]].all?(&:blank?) |
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attributes["pregblank"] = 1 |
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end |
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attributes["pcodenk"] ||= 1 |
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attributes["prevten"] ||= 0 |
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|
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# buyer 1 characteristics |
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attributes["age1_known"] ||= 1 |
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attributes["sex1"] ||= "R" |
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attributes["ethnic_group"] ||= 17 |
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attributes["ethnic"] ||= 17 |
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attributes["national"] ||= 13 |
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attributes["ecstat1"] ||= 10 |
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attributes["income1nk"] ||= attributes["income1"].present? ? 0 : 1 |
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|
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# buyer 2 characteristics |
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if attributes["jointpur"] == 1 |
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attributes["age2_known"] ||= 1 |
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attributes["sex2"] ||= "R" |
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attributes["ecstat2"] ||= 10 |
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attributes["income2nk"] ||= attributes["income2"].present? ? 0 : 1 |
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attributes["relat2"] ||= "R" |
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attributes["inc2mort"] ||= 3 |
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attributes["buy2livein"] ||= 1 unless attributes["ownershipsch"] == 3 |
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end |
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# other household members characteristics |
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(2..attributes["hhmemb"]).each do |index| |
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attributes["age#{index}_known"] ||= 1 |
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attributes["sex#{index}"] ||= "R" |
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attributes["ecstat#{index}"] ||= 10 |
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attributes["relat#{index}"] ||= "R" |
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end |
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end |
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def missing_answers(sales_log) |
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applicable_questions = sales_log.form.subsections.map { |s| s.applicable_questions(sales_log).select { |q| q.enabled?(sales_log) } }.flatten |
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applicable_questions.filter { |q| q.unanswered?(sales_log) }.map(&:id) - sales_log.optional_fields |
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end |
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end |
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end
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