Route clients who have a specific language need to partners with that language capability (#6103)

Author: embarnard

app/controllers/questions/interview_scheduling_controller.rb

@@ -8,6 +8,14 @@ def edit
       super
     end
 
+    private
+
+    def after_update_success
+      if current_intake.client.routing_method.blank? || current_intake.client.routing_method_at_capacity?
+        PartnerRoutingService.update_intake_partner(current_intake)
+      end
+    end
+
     def tracking_data
       {}
     end

app/controllers/questions/personal_info_controller.rb

@@ -33,10 +33,6 @@ def after_update_success
       new_intake = @form.intake
       session[:intake_id] = new_intake.id
       new_intake.set_navigator(session[:navigator])
-
-      if new_intake.client.routing_method.blank? || new_intake.client.routing_method_at_capacity?
-        PartnerRoutingService.update_intake_partner(new_intake)
-      end
     end
 
     def form_params

app/lib/navigation/gyr_question_navigation.rb

@@ -17,12 +17,12 @@ class GyrQuestionNavigation
 
       # Contact information and preferences
       Questions::PersonalInfoController, # creates Intake record and Client record, if triage was skipped
+      Questions::InterviewSchedulingController,
       Questions::AtCapacityController, # possible off-boarding when at capacity
       Questions::SsnItinController,
       Questions::BacktaxesController,
       Questions::StartWithCurrentYearController,
       Questions::ReturningClientController, # possible off-boarding from flow
-      Questions::InterviewSchedulingController,
       Questions::NotificationPreferenceController,
       Questions::PhoneNumberCanReceiveTextsController,
       Questions::CellPhoneNumberController,

app/models/organization.rb

@@ -74,11 +74,56 @@ class Organization < VitaPartner
     )
   end
 
-  def language_offerings
-    all_offerings = Rails.cache.fetch('airtable_language_offerings', expires_in: 1.hour) do
+  scope :with_language_capability, ->(locale) do
+    language = locale_to_full_lang(locale)&.downcase
+    if language.blank? || language == "english"
+      all
+    else
+      names = lang_to_names_index_cached[language]
+      names.present? ? where(name: names) : none
+    end
+  end
+
+  def self.locale_to_full_lang(locale)
+    locale_code = locale.to_s.strip.downcase
+    languages_hash = I18n.backend.translations[I18n.locale][:general][:language_options]
+    languages_hash[locale_code.to_sym] # returns the full language name
+  end
+
+  def self.all_language_offerings
+    # English is not listed in the airtable but implied in all orgs' language offerings
+    Rails.cache.fetch('airtable_language_offerings', expires_in: 1.hour) do
       Airtable::Organization.language_offerings
     end
-    all_offerings[name] || []
+  end
+
+  def self.language_options_list
+    Rails.cache.fetch('airtable_lang_options_list', expires_in: 1.hour) do
+      Organization.all_language_offerings.values.flatten.uniq.sort.reject { |k| k == "Other" }.unshift("English")
+    end
+  end
+
+  def language_offerings
+    Organization.all_language_offerings[name] || []
+  end
+
+  def self.lang_to_names_index
+    # cross-request cache
+    Rails.cache.fetch('airtable_lang_to_names', expires_in: 1.hour) do
+      lang_to_org_names_hash = {}
+      all_language_offerings.each do |org_name, langs|
+        Array(langs).each do |l|
+          key = l.to_s.strip.downcase
+          (lang_to_org_names_hash[key] ||= []) << org_name
+        end
+      end
+      lang_to_org_names_hash
+    end
+  end
+
+  def self.lang_to_names_index_cached
+    # stores in cache per request
+    RequestStore.store[:lang_to_names] ||= lang_to_names_index
   end
 
   def at_capacity?

app/models/vita_partner.rb

@@ -52,6 +52,13 @@ class VitaPartner < ApplicationRecord
     greetable_organizations.or(greetable_sites)
   }
 
+  scope :with_language_capability, -> (language) do
+    org_ids = Organization.with_language_capability(language).pluck(:id)
+
+    # Organizations with language capability and Sites under those Orgs
+    where(id: org_ids).or(where(type: Site::TYPE, parent_organization_id: org_ids))
+  end
+
   scope :with_capacity, -> {
     org_ids = Organization.with_capacity.pluck(:id)
 

app/services/partner_routing_service.rb

@@ -27,6 +27,8 @@ def determine_partner
       end
     end
 
+    set_base_vita_partners(language_routing: true)
+
     from_itin_enabled = vita_partner_from_itin_enabled if @intake.present? && @intake.itin_applicant?
     return from_itin_enabled if from_itin_enabled.present?
 
@@ -45,12 +47,38 @@ def determine_partner
     from_national_routing = route_to_national_overflow_partner
     return from_national_routing if from_national_routing.present?
 
+    # If previous steps result in no vita-partner with the intake's language preference,
+    # then we repeat the zip-code, state and national-overflow routing steps without factoring in the language preference
+    set_base_vita_partners(language_routing: false)
+    from_zip_code = vita_partner_from_zip_code if @zip_code.present?
+    return from_zip_code if from_zip_code.present?
+
+    from_state_routing = vita_partner_from_state if @zip_code.present?
+    return from_state_routing if from_state_routing.present?
+
+    from_national_routing = route_to_national_overflow_partner
+    return from_national_routing if from_national_routing.present?
+
     @routing_method = :at_capacity
     return
   end
 
   private
 
+  def set_base_vita_partners(language_routing:)
+    @base_orgs = if language_routing
+                   Organization.with_language_capability(@intake&.preferred_interview_language)
+                 else
+                   Organization
+                 end
+
+    @base_vita_partners = if language_routing
+                            VitaPartner.with_language_capability(@intake&.preferred_interview_language)
+                          else
+                            VitaPartner
+                          end
+  end
+
   def previous_year_partner
     return false unless @intake
 
@@ -101,8 +129,8 @@ def vita_partner_from_itin_enabled
   def vita_partner_from_zip_code
     return unless @zip_code.present?
 
-    eligible_with_capacity = Organization.with_capacity.joins(:serviced_zip_codes).
-      where(vita_partner_zip_codes: { zip_code: @zip_code })
+    eligible_with_capacity = @base_orgs.with_capacity.joins(:serviced_zip_codes)
+                                       .where(vita_partner_zip_codes: { zip_code: @zip_code })
 
     vita_partner = eligible_with_capacity.sample
 
@@ -119,7 +147,7 @@ def vita_partner_from_state
     in_state_routing_fractions = StateRoutingFraction.joins(:state_routing_target)
                                                      .where(state_routing_targets: { state_abbreviation: state })
     # get state routing fractions associated with organizations that have capacity
-    organization_ids_with_capacity = Organization.with_capacity.pluck('id')
+    organization_ids_with_capacity = @base_orgs.with_capacity.pluck('id')
     with_capacity_organization_fractions = in_state_routing_fractions
       .joins(:organization)
       .where(organization: organization_ids_with_capacity)
@@ -142,7 +170,7 @@ def vita_partner_from_state
   end
 
   def route_to_national_overflow_partner
-    national_overflow_locations = VitaPartner.with_capacity.where(national_overflow_location: true).order(Arel.sql("RANDOM()")).limit(1)
+    national_overflow_locations = @base_vita_partners.with_capacity.where(national_overflow_location: true).order(Arel.sql("RANDOM()")).limit(1)
     vita_partner = national_overflow_locations&.first
     if vita_partner.present?
       @routing_method = :national_overflow

config/locales/en.yml

@@ -484,12 +484,25 @@ en:
     itin: ITIN
     language: Language
     language_options:
+      ar: Arabic
       de: German
       en: English
       es: Spanish
       fa: Farsi
       fr: French
+      gu: Gujarati
+      hi: Hindi
+      ht: Haitian Creole
+      it: Italian
+      ja: Japanese
+      ko: Korean
+      pl: Polish
+      pt: Portuguese
       ru: Russian
+      te: Telugu
+      tgl: Tagalog
+      vi: Vietnamese
+      yi: Yiddish
       zh: Mandarin
     languages: Languages
     last_four_ssn: Last 4 of SSN/ITIN

config/locales/es.yml

@@ -485,12 +485,25 @@ es:
     itin: Número de Identificación Personal (ITIN)
     language: Idioma
     language_options:
+      ar: Árabe
       de: Alemán
       en: Inglés
       es: Español
       fa: Farsi
       fr: Francés
+      gu: Guyaratí
+      hi: Hindi
+      ht: Criollo haitiano
+      it: Italiano
+      ja: Japonés
+      ko: Coreano
+      pl: Polaco
+      pt: Portugués
       ru: Ruso
+      te: Telugu
+      tgl: Tagalo
+      vi: Vietnamita
+      yi: Yídish
       zh: Mandarín
     languages: Idiomas
     last_four_ssn: Últimos 4 de SSN)/ITIN

spec/controllers/questions/interview_scheduling_controller_spec.rb

@@ -39,5 +39,42 @@
          )
       end
     end
+
+    context "routing the client when routing service returns nil and routing_method is at_capacity" do
+      let!(:organization_router) { double }
+      let(:params) do
+        {
+          interview_scheduling_form: {
+            interview_timing_preference: "After 11am, before 6pm",
+            preferred_interview_language: "es",
+            preferred_written_language: "en"
+          }
+        }
+      end
+
+      before do
+        allow(PartnerRoutingService).to receive(:new).and_return organization_router
+        allow(organization_router).to receive(:determine_partner).and_return nil
+        allow(organization_router).to receive(:routing_method).and_return :at_capacity
+      end
+
+      it "saves routing method to at capacity, does not set a vita partner, does not create tax returns" do
+        post :update, params: params
+
+        intake = Intake.last
+        expect(intake.client.routing_method).to eq("at_capacity")
+        expect(intake.client.vita_partner).to eq nil
+        expect(PartnerRoutingService).to have_received(:new).with(
+          {
+            intake: intake,
+            source_param: intake.source,
+            zip_code: intake.zip_code
+          }
+        )
+        expect(organization_router).to have_received(:determine_partner)
+        expect(intake.tax_returns.count).to eq 0
+        expect(response).to redirect_to Questions::AtCapacityController.to_path_helper
+      end
+    end
   end
 end

spec/controllers/questions/personal_info_controller_spec.rb

@@ -34,9 +34,9 @@
       end
 
       context "with correct params and not at capacity" do
-        it "directs to ssn page" do
+        it "directs to interview scheduling page" do
           post :update, params: params
-          expect(response).to redirect_to Questions::SsnItinController.to_path_helper
+          expect(response).to redirect_to Questions::InterviewSchedulingController.to_path_helper
         end
       end
 
@@ -90,34 +90,6 @@
         end
       end
 
-      context "routing the client when routing service returns nil and routing_method is at_capacity" do
-        let!(:organization_router) { double }
-
-        before do
-          allow(PartnerRoutingService).to receive(:new).and_return organization_router
-          allow(organization_router).to receive(:determine_partner).and_return nil
-          allow(organization_router).to receive(:routing_method).and_return :at_capacity
-        end
-
-        it "saves routing method to at capacity, does not set a vita partner, does not create tax returns" do
-          post :update, params: params
-
-          intake = Intake.last
-          expect(intake.client.routing_method).to eq("at_capacity")
-          expect(intake.client.vita_partner).to eq nil
-          expect(PartnerRoutingService).to have_received(:new).with(
-            {
-              intake: intake,
-              source_param: intake.source,
-              zip_code: "80309"
-            }
-          )
-          expect(organization_router).to have_received(:determine_partner)
-          expect(intake.tax_returns.count).to eq 0
-          expect(response).to redirect_to Questions::AtCapacityController.to_path_helper
-        end
-      end
-
       it "sends an event to mixpanel without PII" do
         post :update, params: params