Added SF Automation flows and confirmation modal

backend/emails/emails.js

@@ -15,7 +15,7 @@ const currencyFormatter = new Intl.NumberFormat('en-CA', {
 })
 
 const getEmailToSection = async (reporter_id, recipients) => {
-    const emailToSet = new Set(['[email protected]', 'v2zheng@watonomous.ca'])
+    const emailToSet = new Set(['william.li@watonomous.ca'])
 
     if (recipients.includes(EMAIL_RECIPIENTS.admin)) {
         // TODO: use ADMIN_IDENTIFIERS (rename to ADMIN_EMAILS) after migrating to new onboarding data
@@ -86,6 +86,28 @@ const getUPRTicketInfoHTML = async (upr) => {
     `
 }
 
+const getSFTicketInfoHTML = async (sf) => {
+    const reporter = await getUserByUID(sf.reporter_id)
+    return `
+        <p>
+            Ticket Code: ${sf.code} <br />
+            Sponsorship Fund: ${sf.name} <br />
+            Allocated Funding: ${sf.funding_allocation} <br/ >
+            Funding Spent: ${sf.funding_spent} <br />
+            ${sf.proposal_url ? `Proposal URL: ${sf.proposal_url} <br />` : ``}
+            ${
+                sf.presentation_url
+                    ? `Presentation URL: ${sf.presentation_url} <br />`
+                    : ``
+            }
+            Status: ${sf.status} <br />
+            Reporter: ${reporter.displayName} &lt;${reporter.email}&gt; <br />
+            Created: ${new Date(sf.createdAt).toDateString()} <br />
+            Claim Deadline: ${new Date(sf.claim_deadline).toDateString()} <br />
+        </p>
+    `
+}
+
 const getTicketLinkHTML = (ticketPath) => `
     <p>
         View the ticket here: 
@@ -255,6 +277,60 @@ const sendEmailPPRReimbursedToReporter = async (ppr) => {
     })
 }
 
+const sendEmailSFReimbursementRequestToCoordinator = async (sf) => {
+    const Subject = `[Action Needed] Submit Reimbursement Request ${sf.codename}`
+    const HTMLPart =
+        getMainMessageHTML(
+            `Claim has been submitted for ${sf.codename}! Please review it and submit a reimbursement request. Visit the ticket link below to confirm you have submitted the reimbursement request.`
+        ) +
+        (await getSFTicketInfoHTML(sf)) +
+        getTicketLinkHTML(sf.path)
+    const To = await getEmailToSection(sf.reporter_id, [
+        EMAIL_RECIPIENTS.coordinator,
+    ])
+    await sendEmail({
+        Subject,
+        HTMLPart,
+        To,
+    })
+}
+
+const sendEmailSFConfirmReimbursementSubmitToCoordinator = async (sf) => {
+    const Subject = `[Action Needed] Confirm Reimbursement Received ${sf.codename}`
+    const HTMLPart =
+        getMainMessageHTML(
+            `Please visit the ticket link below to confirm you have received the reimbursement for ${sf.codename}.`
+        ) +
+        (await getSFTicketInfoHTML(sf)) +
+        getTicketLinkHTML(sf.path)
+    const To = await getEmailToSection(sf.reporter_id, [
+        EMAIL_RECIPIENTS.coordinator,
+    ])
+    await sendEmail({
+        Subject,
+        HTMLPart,
+        To,
+    })
+}
+
+const sendEmailSFReimbursementReceivedToTeam = async (sf) => {
+    const Subject = `[Reimbursed] ${sf.codename}`
+    const HTMLPart =
+        getMainMessageHTML(`${sf.codename} has been reimbursed.`) +
+        (await getSFTicketInfoHTML(sf)) +
+        getTicketLinkHTML(sf.path)
+    const To = await getEmailToSection(sf.reporter_id, [
+        EMAIL_RECIPIENTS.finance,
+        EMAIL_RECIPIENTS.coordinator,
+        EMAIL_RECIPIENTS.team_captain,
+    ])
+    await sendEmail({
+        Subject,
+        HTMLPart,
+        To,
+    })
+}
+
 const PurchaseRequestInvalidated = (purchaseRequestDetails) => {
     const { issue, reporter } = purchaseRequestDetails
 
@@ -584,6 +660,9 @@ module.exports = {
     sendEmailPPRCreatedToApprovers,
     sendEmailPPRPurchasedAndReceiptsSubmittedToCoordinator,
     sendEmailPPRReimbursedToReporter,
+    sendEmailSFReimbursementRequestToCoordinator,
+    sendEmailSFConfirmReimbursementSubmitToCoordinator,
+    sendEmailSFReimbursementReceivedToTeam,
     PurchaseRequestInvalidated,
     PersonalPurchaseApproved,
     UWFinancePurchaseApproved,

backend/models/constants.js

@@ -46,7 +46,7 @@ const TICKET_ENDPOINTS = Object.freeze({
     UPR: '/uwfinancepurchases',
 })
 
-const ADMIN_IDENTIFIERS = ['drayside', 'v2zheng', 'jw4he']
+const ADMIN_IDENTIFIERS = ['drayside', 'v2zheng', 'jw4he', 'william.li']
 const TEAM_CAPTAIN_TITLES = ['Team Captain']
 const DIRECTOR_TITLES = ['Director']
 

backend/service/sponsorshipfunds.service.js

@@ -6,6 +6,11 @@ const {
     getAnnotatedUWFinancePurchasesByIdList,
     getAnnotatedSponsorshipFundsByIdList,
 } = require('./annotatedGetters')
+const {
+    sendEmailSFReimbursementRequestToCoordinator,
+    sendEmailSFConfirmReimbursementSubmitToCoordinator,
+    sendEmailSFReimbursementReceivedToTeam,
+} = require('../emails/emails')
 
 const getAllSponsorshipFunds = () => {
     return getAnnotatedSponsorshipFundsByIdList()
@@ -49,10 +54,33 @@ const createSponsorshipFund = (body) => {
     return newSponsorshipFund.save()
 }
 
-const updateSponsorshipFund = (id, body) => {
-    return SponsorshipFund.findByIdAndUpdate(id, body, {
-        new: true,
-    })
+const updateSponsorshipFund = async (id, body) => {
+    const newSponsorshipFund = await SponsorshipFund.findByIdAndUpdate(
+        id,
+        body,
+        {
+            new: true,
+        }
+    )
+
+    const annotatedSponsorshipFund = await getSponsorshipFund(id)
+    const status = annotatedSponsorshipFund.status
+
+    if (status === 'CLAIM_SUBMITTED') {
+        sendEmailSFReimbursementRequestToCoordinator(annotatedSponsorshipFund)
+    }
+
+    if (status === 'SUBMITTED_TO_SF') {
+        sendEmailSFConfirmReimbursementSubmitToCoordinator(
+            annotatedSponsorshipFund
+        )
+    }
+
+    if (status === 'REIMBURSED') {
+        sendEmailSFReimbursementReceivedToTeam(annotatedSponsorshipFund)
+    }
+
+    return newSponsorshipFund
 }
 
 const deleteSponsorshipFund = async (id) => {

frontend/src/components/ConfirmationModal.js

@@ -0,0 +1,45 @@
+import {
+    Modal,
+    ModalOverlay,
+    ModalContent,
+    ModalHeader,
+    ModalFooter,
+    ModalBody,
+    ModalCloseButton,
+    Button,
+} from '@chakra-ui/react'
+
+const ConfirmationModal = ({ onConfirm, isOpen, onClose }) => {
+    return (
+        <Modal isOpen={isOpen} onClose={onClose}>
+            <ModalOverlay />
+            <ModalContent>
+                <ModalHeader>Submission (Placeholder)</ModalHeader>
+                <ModalCloseButton />
+                <ModalBody>
+                    <div>
+                        Are you sure you want to submit this, you cant undo bla
+                        bla bla (PLACEHOLDER)
+                    </div>
+                </ModalBody>
+
+                <ModalFooter>
+                    <Button colorScheme="red" mr={3} onClick={onClose}>
+                        Cancel
+                    </Button>
+                    <Button
+                        colorScheme="green"
+                        onClick={() => {
+                            onClose()
+                            onConfirm()
+                        }}
+                    >
+                        Confirm
+                    </Button>
+                </ModalFooter>
+            </ModalContent>
+        </Modal>
+    )
+}
+
+export default ConfirmationModal

frontend/src/components/TicketContent/SFAdminContentTable.js

@@ -1,11 +1,66 @@
-import { Button, Center, Heading, VStack, Link } from '@chakra-ui/react'
+import {
+    Button,
+    Center,
+    Heading,
+    VStack,
+    Link,
+    useDisclosure,
+} from '@chakra-ui/react'
 import React from 'react'
 import { useGetPreserveParamsHref } from '../../hooks/hooks'
 import { useGetCurrentTicket } from '../../hooks/hooks'
+import { TICKET_ENDPOINTS } from '../../constants'
+import { useSetRecoilState } from 'recoil'
+import { allTicketsState } from '../../state/atoms'
+import { axiosPreset } from '../../axiosConfig'
+import { getAllTickets } from '../../utils/globalSetters'
+import ConfirmationModal from '../ConfirmationModal'
 
 const SFAdminContentTable = () => {
     const getPreserveParamsHref = useGetPreserveParamsHref()
     const currentTicket = useGetCurrentTicket()
+    const setAllTickets = useSetRecoilState(allTicketsState)
+    const {
+        isOpen: isConfirmationOpen,
+        onOpen: onOpenConfirmation,
+        onClose: onCloseConfirmation,
+    } = useDisclosure()
+
+    const transitionStatusText = (status) => {
+        if (status === 'ALLOCATED') {
+            return 'Submit Claim'
+        }
+        if (status === 'CLAIM_SUBMITTED') {
+            return 'Confirm Reimbursement Submission'
+        }
+        if (status === 'SUBMITTED_TO_SF') {
+            return 'Confirm Reimbursement'
+        }
+        if (status === 'REIMBURSED') {
+            return 'Reimbursement Confirmed'
+        }
+    }
+    const nextStatus = (status) => {
+        if (status === 'ALLOCATED') {
+            return 'CLAIM_SUBMITTED'
+        }
+        if (status === 'CLAIM_SUBMITTED') {
+            return 'SUBMITTED_TO_SF'
+        }
+        if (status === 'SUBMITTED_TO_SF') {
+            return 'REIMBURSED'
+        }
+    }
+    const handleUpdateStatus = async (nextStatus) => {
+        const payload = {
+            status: nextStatus,
+        }
+        await axiosPreset.patch(
+            `${TICKET_ENDPOINTS.SF}/${currentTicket._id}`,
+            payload
+        )
+        await getAllTickets(setAllTickets)
+    }
     return (
         <VStack
             border="1px solid black"
@@ -16,17 +71,34 @@ const SFAdminContentTable = () => {
             <Heading size="md">Admin View</Heading>
             {
                 <Center pb="7px" gap="10px">
-                    <Button
-                        colorScheme="blue"
-                        size="sm"
-                        disabled={
-                            currentTicket?.po_number?.length +
-                                currentTicket?.requisition_number?.length ===
-                            0
-                        }
-                    >
-                        Transition Status
-                    </Button>
+                    {isConfirmationOpen && (
+                        <ConfirmationModal
+                            onClose={onCloseConfirmation}
+                            isOpen={isConfirmationOpen}
+                            onConfirm={() =>
+                                handleUpdateStatus(
+                                    nextStatus(currentTicket.status)
+                                )
+                            }
+                        />
+                    )}
+                    {currentTicket.status !== 'REIMBURSED' && (
+                        <Button
+                            colorScheme="blue"
+                            size="sm"
+                            disabled={
+                                currentTicket?.po_number?.length +
+                                    currentTicket?.requisition_number
+                                        ?.length ===
+                                0
+                            }
+                            onClick={() => {
+                                onOpenConfirmation()
+                            }}
+                        >
+                            {transitionStatusText(currentTicket.status)}
+                        </Button>
+                    )}
                     {/* can remove getPreserveParamsHref if it does not make sense to preserve params */}
                     <Link
                         href={getPreserveParamsHref(

frontend/src/constants.js

@@ -18,7 +18,7 @@ export const APPROVAL_LEVELS = Object.freeze({
     admin_approval: 'admin_approval',
 })
 
-export const ADMIN_IDENTIFIERS = ['drayside', 'v2zheng', 'jw4he']
+export const ADMIN_IDENTIFIERS = ['drayside', 'v2zheng', 'jw4he', 'william.li']
 export const TEAM_CAPTAIN_TITLES = ['Team Captain']
 export const DIRECTOR_TITLES = ['Director']