CX Collection updates

app/controllers/admin/cx_collection_details_controller.rb

@@ -56,6 +56,11 @@ def destroy
     end
   end
 
+    def export_csv
+      @collections = CxCollectionDetail.all
+      send_data @collections.to_csv, filename: "touchpoints-data-collection-details-#{Date.today}.csv"
+    end
+
   # Handle a large-ish csv upload (5+ MB) to S3
   def upload_csv
     file = params[:file] # Assuming the file comes from a form field named 'file'

app/controllers/admin/cx_collections_controller.rb

@@ -50,6 +50,15 @@ def publish
       redirect_to admin_cx_collection_path(@cx_collection), notice: 'Collection has been published successfully.'
     end
 
+    def export_csv
+      if performance_manager_permissions?
+        @collections = CxCollection.all
+      else
+        @collections = current_user.cx_collections
+      end
+      send_data @collections.to_csv, filename: "touchpoints-data-cx-collections-#{Date.today}.csv"
+    end
+
     def copy
       ensure_collection_owner(collection: @cx_collection)
 

app/controllers/admin/reporting_controller.rb

@@ -35,7 +35,7 @@ def hisp_services
 
       row << header_fields.join(',')
 
-      ServiceProviderall..all.includes(:organization).order('organizations.name', :name).each do |service_provider|
+      ServiceProvider.all.includes(:organization).order('organizations.name', :name).each do |service_provider|
         service_provider.services.order(:name).each do |service|
           service.omb_cx_reporting_collections.includes(:service, :collection).order('collections.year', 'collections.quarter', 'services.name').each do |omb_cx_reporting_collection|
             row_fields = [

app/models/cx_collection.rb

@@ -42,4 +42,64 @@ class CxCollection < ApplicationRecord
       transitions to: :draft
     end
   end
+
+  def self.to_csv
+    collections = CxCollection.all.order(:fiscal_year, :quarter, 'organizations.name').includes(:organization)
+
+    attributes = %i[
+      id
+      name
+      start_date
+      end_date
+      service_provider_id
+      service_provider_name
+      service_provider_organization_id
+      service_provider_organization_name
+      service_provider_organization_abbreviation
+      organization_id
+      organization_name
+      organization_abbreviation
+      user_email
+      fiscal_year
+      quarter
+      reflection
+      created_at
+      updated_at
+      rating
+      aasm_state
+      integrity_hash
+      omb_cx_reporting_collections_count
+    ]
+
+    CSV.generate(headers: true) do |csv|
+      csv << attributes
+
+      collections.each do |collection|
+        csv << attributes = [
+          collection.id,
+          collection.name,
+          collection.start_date,
+          collection.end_date,
+          collection.service_provider_id,
+          collection.service_provider.name,
+          collection.service_provider.organization_id,
+          collection.service_provider.organization_name,
+          collection.service_provider.organization_abbreviation,
+          collection.organization_id,
+          collection.organization.name,
+          collection.organization.abbreviation,
+          collection.user.email,
+          collection.fiscal_year,
+          collection.quarter,
+          collection.reflection,
+          collection.created_at,
+          collection.updated_at,
+          collection.rating,
+          collection.aasm_state,
+          collection.integrity_hash,
+          collection.cx_collection_details.size,
+        ]
+      end
+    end
+  end
 end

app/models/cx_collection_detail.rb

@@ -1,5 +1,88 @@
 class CxCollectionDetail < ApplicationRecord
-    belongs_to :cx_collection
-    belongs_to :service
-    belongs_to :service_stage, optional: true
+  belongs_to :cx_collection
+  belongs_to :service
+  belongs_to :service_stage, optional: true
+
+  def self.to_csv
+    collection_details = CxCollectionDetail.all
+
+    attributes = %i[
+      id
+      organization_id
+      organization_abbreviation
+      organization_name
+      cx_collection_id
+      cx_collection_fiscal_year
+      cx_collection_quarter
+      cx_collection_name
+      cx_collection_service_provider_id
+      cx_collection_service_provider_name
+      cx_collection_service_provider_slug
+      service_id
+      service_name
+      transaction_point
+      channel
+      service_stage_id
+      service_stage_name
+      service_stage_position
+      service_stage_count
+      volume_of_customers
+      volume_of_customers_provided_survey_opportunity
+      volume_of_respondents
+      omb_control_number
+      federal_register_url
+      reflection_text
+      survey_type
+      survey_title
+      trust_question_text
+      created_at
+      updated_at
+    ]
+
+    CSV.generate(headers: true) do |csv|
+      csv << attributes
+
+      collection_details.each do |collection_detail|
+        csv << attributes = [
+          collection_detail.id,
+          collection_detail.cx_collection.organization_id,
+          collection_detail.cx_collection.organization.abbreviation,
+          collection_detail.cx_collection.organization.name,
+
+          collection_detail.cx_collection_id,
+          collection_detail.cx_collection.fiscal_year,
+          collection_detail.cx_collection.quarter,
+          collection_detail.cx_collection.name,
+
+          collection_detail.cx_collection.service_provider_id,
+          collection_detail.cx_collection.service_provider.name,
+          collection_detail.cx_collection.service_provider.slug,
+
+          collection_detail.service_id,
+          collection_detail.service.name,
+
+          collection_detail.transaction_point,
+          collection_detail.channel,
+          collection_detail.service_stage_id,
+          collection_detail.service_stage.try(:name),
+          collection_detail.service_stage.try(:position),
+          collection_detail.service.service_stages.count,
+
+          collection_detail.volume_of_customers,
+          collection_detail.volume_of_customers_provided_survey_opportunity,
+          collection_detail.volume_of_respondents,
+
+          collection_detail.omb_control_number,
+          collection_detail.federal_register_url,
+          collection_detail.reflection_text,
+          collection_detail.survey_type,
+          collection_detail.survey_title,
+          collection_detail.trust_question_text,
+          collection_detail.created_at,
+          collection_detail.updated_at,
+        ]
+      end
+    end
+  end
+
 end

app/models/service.rb

@@ -154,7 +154,7 @@ def self.to_csv
 
     example_service_attributes = Service.new.attributes
     attributes = example_service_attributes.keys +
-      [:organization_name, :organization_abbreviation, :service_provider_name, :service_provider_slug] - ["channels"]
+      [:organization_name, :organization_abbreviation, :service_provider_id, :service_provider_name, :service_provider_slug] - ["channels"]
 
     CSV.generate(headers: true) do |csv|
       csv << attributes

app/models/service_provider.rb

@@ -28,9 +28,11 @@ def organization_abbreviation
   def self.to_csv
      CSV.generate(headers: true) do |csv|
       csv << %i[
-        department
-        department_abbreviation
-        service_provider_id
+        id
+        organization_id
+        organization_name
+        organization_abbreviation
+        service_provider_slug
         name
         description
         year_designated
@@ -46,6 +48,8 @@ def self.to_csv
         .includes(:organization)
         .order('organizations.name', :name).each do |provider|
         csv << [
+          provider.id,
+          provider.organization_id,
           provider.organization.name,
           provider.organization.abbreviation.downcase,
           provider.slug,

app/views/admin/collections/index.html.erb

@@ -133,7 +133,7 @@
     <%= link_to "Download Collections as .csv", export_csv_admin_collections_path, class: "usa-button" %>
   </p>
   <p>
-    <%= link_to "Download OMB CX Data Reporting Collections as .csv", export_omb_cx_reporting_collections_csv_admin_collections_path, class: "usa-button" %>
+    <%= link_to "Download OMB CX Data Reporting Collections as .csv", export_csv_admin_cx_collection_details_path, class: "usa-button" %>
   </p>
 <% end %>
 

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

@@ -36,4 +36,13 @@
       </tr>
     <% end %>
   </tbody>
-</table>
+</table>
+
+<% if performance_manager_permissions? %>
+  <p>
+    <%= link_to "Download Collections as .csv", export_csv_admin_cx_collections_path, class: "usa-button" %>
+  </p>
+  <p>
+    <%= link_to "Download OMB CX Data Reporting Collections as .csv", export_csv_admin_cx_collection_details_path, class: "usa-button" %>
+  </p>
+<% end %>

config/routes.rb

@@ -136,13 +136,19 @@
     end
 
     resources :cx_collections do
+      collection do
+        get 'export_csv', to: 'cx_collections#export_csv', as: :export_csv
+      end
       member do
         post 'submit', to: 'cx_collections#submit', as: :submit
         post 'publish', to: 'cx_collections#publish', as: :publish
       end
     end
 
     resources :cx_collection_details do
+      collection do
+        get 'export_csv', to: 'cx_collection_details#export_csv', as: :export_csv
+      end
       member do
         get 'upload', to: 'cx_collection_details#upload', as: :upload
         post 'upload', to: 'cx_collection_details#upload_csv', as: :post_csv