0.276.0

.env.sample

@@ -48,12 +48,18 @@ RAILS_ACTIVE_RECORD_KEY_DERIVATION_SALT=
 # Redis cache store
 REDIS_URL=redis://localhost:6379/1
 
-# For image uploads
+# S3 Public Bucket for organization logo uploads
 S3_AWS_ACCESS_KEY_ID=
 S3_AWS_SECRET_ACCESS_KEY=
 S3_AWS_BUCKET_NAME=
 S3_AWS_REGION=
 
+# S3 Private Bucket for Collection uploads
+S3_UPLOADS_AWS_ACCESS_KEY_ID=
+S3_UPLOADS_AWS_BUCKET_NAME=
+S3_UPLOADS_AWS_REGION=
+S3_UPLOADS_AWS_SECRET_ACCESS_KEY=
+
 # For seeding the database with Admin users
 TOUCHPOINTS_ADMIN_EMAILS=comma-separated-emails
 

Gemfile.lock

@@ -100,24 +100,24 @@ GEM
     acts-as-list (0.1.2)
     acts-as-taggable-on (10.0.0)
       activerecord (>= 6.1, < 7.2)
-    addressable (2.8.5)
+    addressable (2.8.6)
       public_suffix (>= 2.0.2, < 6.0)
     aes_key_wrap (1.1.0)
     ast (2.4.2)
-    aws-eventstream (1.2.0)
-    aws-partitions (1.853.0)
+    aws-eventstream (1.3.0)
+    aws-partitions (1.864.0)
     aws-record (2.13.0)
       aws-sdk-dynamodb (~> 1, >= 1.85.0)
-    aws-sdk-core (3.187.0)
-      aws-eventstream (~> 1, >= 1.0.2)
+    aws-sdk-core (3.190.0)
+      aws-eventstream (~> 1, >= 1.3.0)
       aws-partitions (~> 1, >= 1.651.0)
-      aws-sigv4 (~> 1.5)
+      aws-sigv4 (~> 1.8)
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-dynamodb (1.96.0)
-      aws-sdk-core (~> 3, >= 3.184.0)
+    aws-sdk-dynamodb (1.98.0)
+      aws-sdk-core (~> 3, >= 3.188.0)
       aws-sigv4 (~> 1.1)
-    aws-sdk-kms (1.72.0)
-      aws-sdk-core (~> 3, >= 3.184.0)
+    aws-sdk-kms (1.74.0)
+      aws-sdk-core (~> 3, >= 3.188.0)
       aws-sigv4 (~> 1.1)
     aws-sdk-rails (3.9.0)
       aws-record (~> 2)
@@ -127,23 +127,23 @@ GEM
       aws-sessionstore-dynamodb (~> 2)
       concurrent-ruby (~> 1)
       railties (>= 5.2.0)
-    aws-sdk-s3 (1.136.0)
-      aws-sdk-core (~> 3, >= 3.181.0)
+    aws-sdk-s3 (1.141.0)
+      aws-sdk-core (~> 3, >= 3.189.0)
       aws-sdk-kms (~> 1)
-      aws-sigv4 (~> 1.6)
-    aws-sdk-ses (1.56.0)
-      aws-sdk-core (~> 3, >= 3.184.0)
+      aws-sigv4 (~> 1.8)
+    aws-sdk-ses (1.58.0)
+      aws-sdk-core (~> 3, >= 3.188.0)
       aws-sigv4 (~> 1.1)
     aws-sdk-sesv2 (1.41.0)
       aws-sdk-core (~> 3, >= 3.184.0)
       aws-sigv4 (~> 1.1)
-    aws-sdk-sqs (1.67.0)
-      aws-sdk-core (~> 3, >= 3.184.0)
+    aws-sdk-sqs (1.69.0)
+      aws-sdk-core (~> 3, >= 3.188.0)
       aws-sigv4 (~> 1.1)
     aws-sessionstore-dynamodb (2.1.0)
       aws-sdk-dynamodb (~> 1, >= 1.85.0)
       rack (~> 2)
-    aws-sigv4 (1.6.1)
+    aws-sigv4 (1.8.0)
       aws-eventstream (~> 1, >= 1.0.2)
     base64 (0.2.0)
     bcrypt (3.1.20)
@@ -152,7 +152,7 @@ GEM
     bindex (0.8.1)
     bootsnap (1.17.0)
       msgpack (~> 1.2)
-    brakeman (6.0.1)
+    brakeman (6.1.0)
     builder (3.2.4)
     bullet (7.1.4)
       activesupport (>= 3.0.0)
@@ -173,7 +173,7 @@ GEM
       nokogiri (~> 1.6)
       rubyzip (~> 1.1)
       tilt (>= 1.4)
-    carrierwave (3.0.4)
+    carrierwave (3.0.5)
       activemodel (>= 6.0.0)
       activesupport (>= 6.0.0)
       addressable (~> 2.6)
@@ -210,11 +210,11 @@ GEM
     drb (2.2.0)
       ruby2_keywords
     erubi (1.12.0)
-    excon (0.104.0)
-    factory_bot (6.2.1)
+    excon (0.105.0)
+    factory_bot (6.4.2)
       activesupport (>= 5.0.0)
-    factory_bot_rails (6.2.0)
-      factory_bot (~> 6.2.0)
+    factory_bot_rails (6.4.2)
+      factory_bot (~> 6.4)
       railties (>= 5.0.0)
     faraday (0.17.6)
       multipart-post (>= 1.2, < 3)
@@ -249,7 +249,7 @@ GEM
       activesupport (>= 6.0.0)
       railties (>= 6.0.0)
     io-console (0.6.0)
-    irb (1.9.0)
+    irb (1.10.1)
       rdoc
       reline (>= 0.3.8)
     jbuilder (2.11.5)
@@ -260,7 +260,7 @@ GEM
       rails-dom-testing (>= 1, < 3)
       railties (>= 4.2.0)
       thor (>= 0.14, < 2.0)
-    json (2.6.3)
+    json (2.7.1)
     json-jwt (1.15.3)
       activesupport (>= 4.2)
       aes_key_wrap
@@ -310,7 +310,7 @@ GEM
     multi_xml (0.6.0)
     multipart-post (2.3.0)
     mutex_m (0.2.0)
-    net-imap (0.4.5)
+    net-imap (0.4.7)
       date
       net-protocol
     net-pop (0.1.2)
@@ -321,11 +321,11 @@ GEM
       net-protocol
     newrelic_rpm (9.6.0)
       base64
-    nio4r (2.6.0)
-    nokogiri (1.15.4)
+    nio4r (2.7.0)
+    nokogiri (1.15.5)
       mini_portile2 (~> 2.8.2)
       racc (~> 1.4)
-    nokogiri (1.15.4-x86_64-darwin)
+    nokogiri (1.15.5-x86_64-darwin)
       racc (~> 1.4)
     oauth2 (2.0.9)
       faraday (>= 0.17.3, < 3.0)
@@ -370,7 +370,7 @@ GEM
       rack (>= 2.0.0)
     rack-protection (3.1.0)
       rack (~> 2.2, >= 2.2.4)
-    rack-session (1.0.1)
+    rack-session (1.0.2)
       rack (< 3)
     rack-test (2.1.0)
       rack (>= 1.3)
@@ -420,16 +420,16 @@ GEM
     rb-fsevent (0.11.2)
     rb-inotify (0.10.1)
       ffi (~> 1.0)
-    rdoc (6.6.0)
+    rdoc (6.6.1)
       psych (>= 4.0.0)
     redis (5.0.8)
       redis-client (>= 0.17.0)
-    redis-client (0.18.0)
+    redis-client (0.19.0)
       connection_pool
     redis-namespace (1.11.0)
       redis (>= 4)
-    regexp_parser (2.8.2)
-    reline (0.4.0)
+    regexp_parser (2.8.3)
+    reline (0.4.1)
       io-console (~> 0.5)
     request_store (1.5.1)
       rack (>= 1.4)
@@ -446,7 +446,7 @@ GEM
     rspec-mocks (3.12.6)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.12.0)
-    rspec-rails (6.0.3)
+    rspec-rails (6.1.0)
       actionpack (>= 6.1)
       activesupport (>= 6.1)
       railties (>= 6.1)
@@ -457,15 +457,15 @@ GEM
     rspec-support (3.12.1)
     rspec_junit_formatter (0.6.0)
       rspec-core (>= 2, < 4, != 2.12.0)
-    rubocop (1.57.2)
+    rubocop (1.59.0)
       json (~> 2.3)
       language_server-protocol (>= 3.17.0)
       parallel (~> 1.10)
       parser (>= 3.2.2.4)
       rainbow (>= 2.2.2, < 4.0)
       regexp_parser (>= 1.8, < 3.0)
       rexml (>= 3.2.5, < 4.0)
-      rubocop-ast (>= 1.28.1, < 2.0)
+      rubocop-ast (>= 1.30.0, < 2.0)
       ruby-progressbar (~> 1.7)
       unicode-display_width (>= 2.4.0, < 3.0)
     rubocop-ast (1.30.0)
@@ -528,7 +528,7 @@ GEM
     ssrf_filter (1.1.2)
     stimulus-rails (1.3.0)
       railties (>= 6.0.0)
-    stringio (3.0.9)
+    stringio (3.1.0)
     thor (1.3.0)
     tilt (2.3.0)
     timeout (0.4.1)

app/controllers/admin/cx_collection_details_controller.rb

@@ -61,7 +61,13 @@ def upload_csv
     file = params[:file] # Assuming the file comes from a form field named 'file'
     bucket = ENV.fetch("S3_UPLOADS_AWS_BUCKET_NAME")
 
-    s3 = Aws::S3::Resource.new
+    s3 = Aws::S3::Resource.new(
+      region: ENV.fetch("S3_UPLOADS_AWS_REGION"),
+      credentials: Aws::Credentials.new(
+        ENV.fetch("S3_UPLOADS_AWS_ACCESS_KEY_ID"),
+        ENV.fetch("S3_UPLOADS_AWS_SECRET_ACCESS_KEY")
+      )
+    )
     key = "cx_data_collections/cx-upload-#{Time.now.to_i}-#{file.original_filename}}"
     obj = s3.bucket(bucket).object(file.original_filename)
     # Upload the file

app/controllers/admin/users_controller.rb

@@ -38,7 +38,7 @@ def inactivate!
     end
 
     def show
-      @forms = @user.forms
+      @forms = @user.forms.order(:status, :name)
       @websites = Website.where(site_owner_email: @user.email)
       @collections = @user.collections.order(:year, :quarter)
       @user_events = Event.limit(100).where(user_id: @user.id).order('created_at DESC')

app/models/form.rb

@@ -17,7 +17,7 @@ class Form < ApplicationRecord
   has_many :users, through: :user_roles, primary_key: :form_id
 
   validates :name, presence: true
-  validates :disclaimer_text, length: { in: 0..500, allow_blank: true }
+  validates :disclaimer_text, length: { in: 0..1000, allow_blank: true }
   validates :delivery_method, presence: true
   validates :anticipated_delivery_count, numericality: true, allow_nil: true
   validate :omb_number_with_expiration_date

app/views/admin/cx_collection_details/_form.html.erb

@@ -40,7 +40,7 @@
     <div class="usa-hint font-sans-2xs">
       Tell us how you deployed the survey. What is the channel you used to reach your respondents?
     </div>
-    <%= form.select :channel, [:computer, :mobile, :paper, :in_person], { prompt: "What type of response channel?" }, class: "usa-select" %>
+    <%= form.select :channel, Service.channels, { prompt: "What type of response channel?" }, class: "usa-select" %>
   </div>
 
   <div class="field">
@@ -112,7 +112,8 @@
   <div>
     <%= form.label :volume_of_respondents, class: "usa-label" %>
     <div class="usa-hint font-sans-2xs">
-      This is your best estimate of the number of respondents who completed the feedback survey. In general, this should be a count of the number of responses your are responses.
+      This is your best estimate of the number of respondents who completed the post-transaction customer feedback survey.
+      In general, this should be a count of the number of responses for your survey.
     </div>
     <%= form.number_field :volume_of_respondents, class: "usa-input" %>
   </div>
@@ -128,7 +129,7 @@
   <div class="usa-alert usa-alert--info font-sans-2xs">
     <div class="usa-alert__body">
       <p class="usa-alert__text">
-        Creating this Collection Detail will allow you to submit the corresponding survey data as a CSV file on the next page.
+        Creating this collection detail will allow you to submit the corresponding survey data as a CSV file on the next page.
         You may still edit after you have created the collection detail.
       </p>
     </div>

app/views/admin/cx_collection_details/upload.html.erb

@@ -19,19 +19,11 @@
 </div>
 
 <p>
-  Before you attach your survey dataset below.
+  Before you attach your survey dataset below,
   <br>
-  Please review this checklist and make sure the excel meet these formatting requirements:
-  <br>
-  Is it named correctly. Examples -
-  <br>
-  Is it a CSV formatted file?
-  <br>
-  Are the 14 columns?
-  <br>
-  Is each row a response to the feedback survey.
-  Does it generally look like
-  <%= link_to "this", "https://github.com/gsa/touchpoints/wiki/" %>?
+  please review
+  <%= link_to "this checklist", "https://github.com/GSA/touchpoints/wiki/CX‐Data‐Collection‐Data‐Format", target: "_blank" %>
+   and make sure the CSV upload file is in the correct format.
 </p>
 
 <%= form_with url: post_csv_admin_cx_collection_detail_path, method: :post, local: true, multipart: true do |form| %>

app/views/admin/cx_collections/_form.html.erb

@@ -27,7 +27,7 @@
 
   <div class="field">
     <%= form.label :service_provider_id, "HISP Service Provider", class: "usa-label" %>
-    <%= form.select :service_provider_id, ServiceProvider.all.includes(:organization).order("organizations.abbreviation", :name).map { |h| ["#{h.organization.abbreviation} - #{h.organization.name} - #{h.name}", h.id] }, { include_blank: true }, { class: "usa-select", required: true } %>
+    <%= form.select :service_provider_id, ServiceProvider.active.includes(:organization).order("organizations.abbreviation", :name).map { |h| ["#{h.organization.abbreviation} - #{h.organization.name} - #{h.name}", h.id] }, { include_blank: true }, { class: "usa-select", required: true } %>
   </div>
 
   <div class="field">

app/views/admin/cx_collections/show.html.erb

@@ -41,14 +41,11 @@
     <div class="usa-alert margin-bottom-3">
       <div class="usa-alert__body">
         <p class="usa-alert__text">
-          CX Customer Experience reporting is described in
-          <a href="https://www.performance.gov/cx/assets/files/2022-OMB-Circular-A11-Section-280.pdf"
+          Each HISP is required to report at least one post-transaction customer feedback dataset for each of their current designated services,
+          as described in <a href="https://www.performance.gov/cx/assets/files/2022-OMB-Circular-A11-Section-280.pdf"
             target="_blank" rel="noopener">OMB Circular A-11, Section 280</a>.
-        </p>
-        <p class="usa-alert__text">
-          Each quarter, OMB coordinates this data collection from all HISPs.
-          This data will be summarized and reported on
-          <a href="https://performance.gov/cx/" target="_blank" rel="noopener">performance.gov/cx</a>.
+          This collection record will help HISPs report survey(s) corresponding to the selected designated service.
+          This data will be reviewed, summarized, and reported on <a href="https://performance.gov/cx/" target="_blank" rel="noopener">performance.gov/cx</a>.
         </p>
       </div>
     </div>
@@ -66,6 +63,10 @@
           <%= label_tag :service_provider, "Service Provider", class: "usa-label" %>
           <%= link_to  @cx_collection.service_provider.name, admin_service_provider_path( @cx_collection.service_provider) %>
         </p>
+        <p>
+          <%= label_tag :service, "Service", class: "usa-label" %>
+          <%= link_to  @cx_collection.service.name, admin_service_path( @cx_collection.service) %>
+        </p>
         <p>
           <%= label_tag :user, nil, class: "usa-label" %>
           <%= link_to_if performance_manager_permissions?, @cx_collection.user.email, admin_user_path(@cx_collection.user) %>
@@ -98,7 +99,8 @@
       <div class="usa-alert">
         <div class="usa-alert__body">
           <p class="usa-alert__text">
-            Add a reporting page for each touchpoint available within a service.
+            For each service, HISP may collect post-transaction customer feedback at multiple touchpoints within a service.
+            Report each set of survey data below by adding one or more detail records.
           </p>
         </div>
       </div>
@@ -193,15 +195,22 @@
         <div class="usa-alert usa-alert--info usa-alert--slim font-sans-2xs">
           <div class="usa-alert__body">
             <p class="usa-alert__text">
-              Submitting this Data Collection will send an email
-              to <%= ENV.fetch("TOUCHPOINTS_ADMIN_EMAILS").split(',').to_sentence %>
-              who will
-              1. review the data, then
-              2. contact you via email
-              prior to publishing data on performance.gov.
+              Submitting this data collection will trigger a notification for the OMB CX Team.
+              Your submission will be reviewed and given a
+              <a href="https://github.com/GSA/touchpoints/wiki/Data-Collection-Rating" class="usa-link" target="_blank" rel="noopener">rating</a>.
+              Only collections with Green rating are published on
+              <a href="https://performance.gov/cx" class="usa-link" target="_blank" rel="noopener">performance.gov/cx</a>.
             </p>
           </div>
         </div>
+        <p class="font-sans-2xs">
+          Please only report post-transaction feedback survey(s) with the three required questions and in the correct CSV format, as described in
+          <a href="https://www.performance.gov/cx/assets/files/2022-OMB-Circular-A11-Section-280.pdf"
+            target="_blank" rel="noopener">OMB Circular A-11, Section 280</a>.
+        </p>
+        <p class="font-sans-2xs">
+          Please contact your HISP Portfolio Manager if HISP has any concerns about meeting the post-transaction feedback survey and reporting requirements.
+        </p>
         <br>
         <%= link_to submit_admin_cx_collection_path(@cx_collection), class: "usa-button full-width", method: "post", data: { confirm: 'Are you sure?' } do %>
           Submit this Data Collection