Create audit trail when SLC upload runs

When the SLC data upload runs we want to use the existing amendments
mechanism to record any changes to the claim. As amending a claim
requires a user to be associated with the amendment we need to pass who
triggered the SLC upload down to the `ClaimStudentLoanDetailsUpdater`.

We've had to slightly change the validation on
`StudentLoans::Eligibility` to check if the repayment amount has changed
as there's one test (`spec/features/admin/upload_slc_data_spec.rb`)
where:
* No SLC data is found for a claim
* The claim has a student_loan_repayment_amount of `0`
* The claim's plan is expected to change from `not_applicable` to `nil`
* The claim's `has_student_loan` is expected to change from `false` to
  `nil`
Without changing the validation on the eligibility we can't pass this
test as amending the claim errors due to the `0` student loan repayment
amount.

app/jobs/file_importer_job.rb

@@ -34,11 +34,12 @@ def perform(file_upload_id)
     raise ActiveRecord::RecordNotFound unless FileUpload.exists?(id: file_upload_id)
 
     self.file_upload_id = file_upload_id
-    self.uploaded_by_email = find_user_email
+    uploaded_by = FileUpload.find(file_upload_id).uploaded_by
+    self.uploaded_by_email = uploaded_by.email
 
     ingest!
     send_success_email if uploaded_by_email
-    post_import_block&.call
+    post_import_block&.call(uploaded_by)
   rescue => e
     Rollbar.error(e)
     rescue_with_lambda&.call
@@ -59,10 +60,6 @@ def ingest!
     FileUpload.delete(file_upload_id)
   end
 
-  def find_user_email
-    FileUpload.select(:uploaded_by_id).find_by(id: file_upload_id)&.uploaded_by&.email
-  end
-
   def send_success_email
     return unless notify_with_mailer && success_mailer_method
 

app/jobs/import_student_loans_data_job.rb

@@ -1,9 +1,9 @@
 class ImportStudentLoansDataJob < FileImporterJob
-  import_with StudentLoansDataImporter do
+  import_with StudentLoansDataImporter do |uploaded_by|
     Rails.logger.info "SLC data imported; student loan verifiers will re-run where necessary"
 
-    StudentLoanAmountCheckJob.perform_later
-    StudentLoanPlanCheckJob.perform_later
+    StudentLoanAmountCheckJob.perform_later(uploaded_by)
+    StudentLoanPlanCheckJob.perform_later(uploaded_by)
   end
   rescue_with -> do
     StudentLoansData.delete_all

app/jobs/student_loan_amount_check_job.rb

@@ -1,10 +1,10 @@
 class StudentLoanAmountCheckJob < ApplicationJob
-  def perform
+  def perform(admin)
     delete_no_data_student_loan_amount_tasks
     claims = current_year_tslr_claims_awaiting_decision.awaiting_task("student_loan_amount")
 
     claims.each do |claim|
-      ClaimStudentLoanDetailsUpdater.call(claim)
+      ClaimStudentLoanDetailsUpdater.call(claim, admin)
       AutomatedChecks::ClaimVerifiers::StudentLoanAmount.new(claim:).perform
     rescue => e
       # If something goes wrong, log the error and continue

app/jobs/student_loan_plan_check_job.rb

@@ -6,11 +6,11 @@ class StudentLoanPlanCheckJob < ApplicationJob
     Policies::EarlyYearsPayments
   ].freeze
 
-  def perform
+  def perform(admin)
     delete_no_data_student_loan_plan_tasks
     claims = current_year_claims_awaiting_decision.awaiting_task("student_loan_plan")
     claims.each do |claim|
-      ClaimStudentLoanDetailsUpdater.call(claim)
+      ClaimStudentLoanDetailsUpdater.call(claim, admin)
       AutomatedChecks::ClaimVerifiers::StudentLoanPlan.new(claim:).perform
     rescue => e
       # If something goes wrong, log the error and continue

app/models/claim.rb

@@ -8,6 +8,7 @@ class Claim < ApplicationRecord
     national_insurance_number
     date_of_birth
     student_loan_plan
+    has_student_loan
     bank_sort_code
     bank_account_number
     building_society_roll_number

app/models/claim_student_loan_details_updater.rb

@@ -1,25 +1,38 @@
 class ClaimStudentLoanDetailsUpdater
-  def self.call(claim)
-    new(claim).update_claim_with_latest_data
+  class StudentLoanUpdateError < StandardError; end
+
+  def self.call(claim, admin)
+    new(claim, admin).update_claim_with_latest_data
   end
 
-  def initialize(claim)
+  def initialize(claim, admin)
     @claim = claim
+    @admin = admin
   end
 
   def update_claim_with_latest_data
-    claim.transaction do
-      eligibility.update!(eligibility_student_loan_attributes) if claim.has_tslr_policy?
+    claim_changes = {}
+
+    if claim.has_student_loan != student_loans_data.has_student_loan?
+      claim_changes[:has_student_loan] = student_loans_data.has_student_loan?
+    end
 
-      claim.assign_attributes(claim_student_loan_attributes)
+    if claim.student_loan_plan != student_loans_data.student_loan_plan
+      claim_changes[:student_loan_plan] = student_loans_data.student_loan_plan
+    end
 
-      claim.save!(context: :"student-loan")
+    if student_loan_repayment_amount_changed?
+      claim_changes[:eligibility_attributes] = {
+        student_loan_repayment_amount: student_loans_data.total_repayment_amount
+      }
     end
+
+    amend_claim(claim_changes) if claim_changes.present?
   end
 
   private
 
-  attr_reader :claim
+  attr_reader :claim, :admin
 
   delegate :eligibility, to: :claim
   delegate :national_insurance_number, :date_of_birth, to: :claim
@@ -41,4 +54,31 @@ def student_loans_data
       date_of_birth: date_of_birth
     )
   end
+
+  def student_loan_repayment_amount_changed?
+    return false unless claim.has_tslr_policy?
+
+    claim.eligibility.student_loan_repayment_amount != student_loans_data.total_repayment_amount
+  end
+
+  def amend_claim(claim_changes)
+    amendment = Amendment.amend_claim(
+      claim,
+      claim_changes,
+      {
+        notes: "Student loan details updated from SLC data",
+        created_by: admin
+      }
+    )
+
+    if amendment.errors.any?
+      msg = [
+        "Failed to update claim #{claim.id} student loan data.",
+        "amendment_error: \"#{amendment.errors.full_messages.to_sentence}\"",
+        "SLC data: #{claim_changes}"
+      ].join(" ")
+
+      raise StudentLoanUpdateError, msg
+    end
+  end
 end

app/models/policies/student_loans/eligibility.rb

@@ -43,7 +43,7 @@ class Eligibility < ApplicationRecord
       validates :had_leadership_position, on: [:submit], inclusion: {in: [true, false], message: "Select yes if you were employed in a leadership position"}
       validates :mostly_performed_leadership_duties, on: [:submit], inclusion: {in: [true, false], message: "Select yes if you spent more than half your working hours on leadership duties"}, if: :had_leadership_position?
       validates_numericality_of :student_loan_repayment_amount, message: "Enter a valid monetary amount", allow_nil: true, greater_than_or_equal_to: 0, less_than_or_equal_to: 99999
-      validates :student_loan_repayment_amount, on: :amendment, award_range: {max: 5_000}
+      validates :student_loan_repayment_amount, on: :amendment, award_range: {max: 5_000}, if: :student_loan_repayment_amount_changed?
       validates :teacher_reference_number, on: :amendment, presence: {message: "Enter your teacher reference number"}
       validate :validate_teacher_reference_number_length
 

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

@@ -32,7 +32,7 @@
                   <% admin_amendment_details(amendment).each do |details| %>
                     <h3 class="hmcts-timeline__title"><%= details[0] %></h3>
                     <% if details.count > 1 %>
-                      <p class="hmcts-timeline__by">changed from <%= details[1] %> to <%= details[2] %></p>
+                      <p class="hmcts-timeline__by">changed from <%= details[1].presence || "[no details]" %> to <%= details[2].presence || "[no details]" %></p>
                     <% else %>
                       <p class="hmcts-timeline__by">changed</p>
                     <% end %>

spec/jobs/student_loan_amount_check_job_spec.rb

@@ -1,7 +1,8 @@
 require "rails_helper"
 
 RSpec.describe StudentLoanAmountCheckJob do
-  subject(:perform_job) { described_class.new.perform }
+  let(:admin) { create(:dfe_signin_user) }
+  subject(:perform_job) { described_class.new.perform(admin) }
 
   let!(:claim) { create(:claim, claim_status, academic_year:, policy: Policies::StudentLoans) }
   let(:claim_status) { :submitted }
@@ -21,7 +22,7 @@
         end
 
         it "excludes the claim from the check", :aggregate_failures do
-          expect(ClaimStudentLoanDetailsUpdater).not_to receive(:call).with(claim)
+          expect(ClaimStudentLoanDetailsUpdater).not_to receive(:call).with(claim, admin)
           expect(AutomatedChecks::ClaimVerifiers::StudentLoanAmount).not_to receive(:new).with(claim: claim)
           perform_job
         end
@@ -49,7 +50,7 @@
 
       context "when the student loan amount check did not run before" do
         it "updates the student loan details" do
-          expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim)
+          expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim, admin)
           perform_job
         end
 
@@ -64,7 +65,7 @@
         let!(:previous_task) { create(:task, claim: claim, name: "student_loan_amount", claim_verifier_match: nil, manual: false) }
 
         it "updates the student loan details" do
-          expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim)
+          expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim, admin)
           perform_job
         end
 
@@ -119,7 +120,7 @@
           nino: claim.national_insurance_number,
           date_of_birth: claim.date_of_birth
         )
-        allow_any_instance_of(Claim).to receive(:save!) { raise(exception) }
+        allow_any_instance_of(Claim).to receive(:save) { raise(exception) }
         allow(Rollbar).to receive(:error)
       end
 

spec/jobs/student_loan_plan_check_job_spec.rb

@@ -1,7 +1,8 @@
 require "rails_helper"
 
 RSpec.describe StudentLoanPlanCheckJob do
-  subject(:perform_job) { described_class.new.perform }
+  let(:admin) { create(:dfe_signin_user) }
+  subject(:perform_job) { described_class.new.perform(admin) }
 
   before do
     create(:journey_configuration, :further_education_payments)
@@ -59,7 +60,7 @@
       end
 
       it "updates the student loan details" do
-        expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim)
+        expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim, admin)
         perform_job
       end
 
@@ -78,7 +79,7 @@
       let(:claim) { create(:claim, claim_status, academic_year:, policy: Policies::FurtherEducationPayments) }
 
       it "updates the student loan details" do
-        expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim)
+        expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim, admin)
         perform_job
       end
 
@@ -90,7 +91,7 @@
 
     context "when the student loan plan check did not run before" do
       it "updates the student loan details" do
-        expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim)
+        expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim, admin)
         perform_job
       end
 
@@ -104,7 +105,7 @@
       let!(:previous_task) { create(:task, claim: claim, name: "student_loan_plan", claim_verifier_match: nil, manual: false) }
 
       it "updates the student loan details" do
-        expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim)
+        expect(ClaimStudentLoanDetailsUpdater).to receive(:call).with(claim, admin)
         perform_job
       end
 
@@ -134,9 +135,10 @@
           :student_loans_data,
           claim_reference: claim.reference,
           nino: claim.national_insurance_number,
-          date_of_birth: claim.date_of_birth
+          date_of_birth: claim.date_of_birth,
+          plan_type_of_deduction: 2
         )
-        allow_any_instance_of(Claim).to receive(:save!) { raise(exception) }
+        allow_any_instance_of(Claim).to receive(:save) { raise(exception) }
         allow(Rollbar).to receive(:error)
       end