From dbfe09e1ba4e0f256b08d69b1a09411aed6c78b0 Mon Sep 17 00:00:00 2001
From: Courtney Myers <courtney.myers@erg.com>
Date: Thu, 29 Aug 2024 13:57:35 -0400
Subject: [PATCH 1/2] Update helpdesk component and api route to include BAP
 Reimbursement_Needed__c field, and properly display the 'Reimbursement
 Needed' status for CRF submissions needing reimbursement

---
 app/client/src/routes/helpdesk.tsx | 21 +++++++++++++++++----
 app/server/app/routes/help.js      | 14 +++++++++++---
 2 files changed, 28 insertions(+), 7 deletions(-)

diff --git a/app/client/src/routes/helpdesk.tsx b/app/client/src/routes/helpdesk.tsx
index a57b606c..91732803 100644
--- a/app/client/src/routes/helpdesk.tsx
+++ b/app/client/src/routes/helpdesk.tsx
@@ -36,6 +36,7 @@ import {
   useContentData,
   useHelpdeskAccess,
   submissionNeedsEdits,
+  submissionNeedsReimbursement,
 } from "@/utilities";
 import { Loading, LoadingButtonIcon } from "@/components/loading";
 import { Message } from "@/components/message";
@@ -183,12 +184,24 @@ function ResultTableRow(props: {
 
   const bapInternalStatus = bap.status || "";
   const formioStatus = formioStatusMap.get(formio.state);
+  const bapReimbursementNeeded = bap.reimbursementNeeded || false;
 
-  const status = submissionNeedsEdits({ formio, bap })
+  const needsEdits = submissionNeedsEdits({ formio, bap });
+
+  const crfNeedsReimbursement =
+    formType === "crf" &&
+    submissionNeedsReimbursement({
+      status: bapInternalStatus,
+      reimbursementNeeded: bapReimbursementNeeded,
+    });
+
+  const status = needsEdits
     ? "Edits Requested"
-    : bapStatusMap[rebateYear][formType].get(bapInternalStatus) ||
-      formioStatus ||
-      "";
+    : crfNeedsReimbursement
+      ? "Reimbursement Needed"
+      : bapStatusMap[rebateYear][formType].get(bapInternalStatus) ||
+        formioStatus ||
+        "";
 
   const nameField = formioNameField[rebateYear][formType];
   const emailField = formioEmailField[rebateYear][formType];
diff --git a/app/server/app/routes/help.js b/app/server/app/routes/help.js
index 816be34d..d8f6b390 100644
--- a/app/server/app/routes/help.js
+++ b/app/server/app/routes/help.js
@@ -132,6 +132,13 @@ router.get("/formio/submission/:rebateYear/:formType/:id", (req, res) => {
       Parent_CSB_Rebate__r,
     } = bapSubmission ?? {};
 
+    const {
+      CSB_Funding_Request_Status__c,
+      CSB_Payment_Request_Status__c,
+      CSB_Closeout_Request_Status__c,
+      Reimbursement_Needed__c,
+    } = Parent_CSB_Rebate__r ?? {};
+
     /**
      * NOTE: For submissions not in the BAP, each property of the bap object
      * parameter will be null.
@@ -148,12 +155,13 @@ router.get("/formio/submission/:rebateYear/:formType/:id", (req, res) => {
         reviewItemId: CSB_Review_Item_ID__c || null, // CSB Rebate ID with form/version ID (9 digits)
         status:
           (Record_Type_Name__c?.startsWith("CSB Funding Request")
-            ? Parent_CSB_Rebate__r?.CSB_Funding_Request_Status__c
+            ? CSB_Funding_Request_Status__c
             : Record_Type_Name__c?.startsWith("CSB Payment Request")
-              ? Parent_CSB_Rebate__r?.CSB_Payment_Request_Status__c
+              ? CSB_Payment_Request_Status__c
               : Record_Type_Name__c?.startsWith("CSB Close Out Request")
-                ? Parent_CSB_Rebate__r?.CSB_Closeout_Request_Status__c
+                ? CSB_Closeout_Request_Status__c
                 : "") || null,
+        reimbursementNeeded: Reimbursement_Needed__c || null,
       },
       req,
       res,

From 09207aec26d5ca078a864625588b35fcdb85546b Mon Sep 17 00:00:00 2001
From: Courtney Myers <courtney.myers@erg.com>
Date: Thu, 29 Aug 2024 13:58:28 -0400
Subject: [PATCH 2/2] Update documentation around possible Record_Type_Name__c
 field values in the BAP utilities file

---
 app/server/app/utilities/bap.js | 5 ++++-
 1 file changed, 4 insertions(+), 1 deletion(-)

diff --git a/app/server/app/utilities/bap.js b/app/server/app/utilities/bap.js
index 9f200e67..1e1b3671 100644
--- a/app/server/app/utilities/bap.js
+++ b/app/server/app/utilities/bap.js
@@ -61,6 +61,9 @@ const { submissionPeriodOpen } = require("../config/formio");
  *  | 'CSB Funding Request 2023'
  *  | 'CSB Payment Request 2023'
  *  | 'CSB Close Out Request 2023'
+ *  | 'CSB Funding Request 2024'
+ *  | 'CSB Payment Request 2024'
+ *  | 'CSB Close Out Request 2024'
  * } Record_Type_Name__c
  * @property {string | null} Rebate_Program_Year__c
  * @property {{
@@ -561,7 +564,7 @@ async function queryForBapFormSubmissionData(
         CSB_Modified_Full_String__c: 1, // ISO 8601 date time string
         CSB_Review_Item_ID__c: 1, // CSB Rebate ID with form/version ID (9 digits)
         Parent_Rebate_ID__c: 1, // CSB Rebate ID (6 digits)
-        Record_Type_Name__c: 1, // 'CSB Funding Request' | 'CSB Payment Request' | 'CSB Close Out Request' | 'CSB Funding Request 2023' | 'CSB Payment Request 2023' | 'CSB Close Out Request 2023'
+        Record_Type_Name__c: 1, // 'CSB Funding Request' | 'CSB Payment Request' | 'CSB Close Out Request' | same three forms with rebate year (.e.g., 'CSB Funding Request 2023')
         Rebate_Program_Year__c: 1, // '2022' | '2023' | '2024'
         "Parent_CSB_Rebate__r.CSB_Funding_Request_Status__c": 1,
         "Parent_CSB_Rebate__r.CSB_Payment_Request_Status__c": 1,