HOW_TO_ADD_A_STATE.md

How to add a state to Balance

Collect state info (no coding necessary!)

The first step for adding a state is finding some basic information. We keep this info in a Google Spreadsheet here: https://docs.google.com/a/codeforamerica.org/spreadsheets/d/12jOXkz1bt7bHzhuXhHYdHhTd45IgrmyVg8-hw93BjIo/edit?usp=sharing

If your state's info is not there — add it!

1. The existing phone number for checking SNAP balance in your state. You can find this by searching on Google for "STATENAME snap ebt balance."

2. # of digits an EBT card has in your state (check your state's SNAP web site)

3. The button push sequence for checking your balance. Figure this out by calling the phone number and writing down the steps for checking your balance in English. Count the seconds you wait and write that down too.

Here's an example for Massachusetts:

Write a basic handler (for developers)

1. Fork the Balance repo to your Github account

2. Clone and cd into the project:

git clone https://github.com/[USERNAME]/balance.git
cd balance

3. Check out a feature branch for adding your state, for example:

git checkout -b add-massachusetts

4. Copy the example.rb state handler into a new file named after your state's abbreviation. For Massachusetts, we would do:

cp lib/state_handler/example.rb lib/state_handler/ma.rb

5. Edit your new state handler file. The top part will look like this:

# Step 1. Change "::Example" below to a state abbreviation
# For example, "::PA" for Pennsylvania
class StateHandler::Example < StateHandler::Base

  # Step 2. EXAMPLE — Edit for your state!
  PHONE_NUMBER = '+1222333444'

  # Step 3. EXAMPLE — Edit for your state!
  ALLOWED_NUMBER_OF_EBT_CARD_DIGITS = [16]

  def button_sequence(ebt_number)
    # Step 4. EXAMPLE — Edit for your state!
    "wwww1wwww#{ebt_number}ww"
  end

# …

• Add your state's information for the steps shown.

  • Change StateHandler::Example to a state abbreviation
  • For example, StateHandler::PA for Pennsylvania

• For the button sequence:

  • Use w to mean "wait 1/2 of a second"
  • Put #{ebt_number} where you would enter the EBT #

With our MA example, our file will now look something like this:

class StateHandler::MA < StateHandler::Base
  PHONE_NUMBER = '+18009972555'
  ALLOWED_NUMBER_OF_EBT_CARD_DIGITS = [18]

  def button_sequence(ebt_number)
    "wwww1#{ebt_number}"
  end

# …

6. Add and commit your changes:

git add .
git commit -m "Initial work on MA handler"

Test your basic handler

1. Now, find one of the project leads and ask to be added as a collaborator to the Heroku dev app set up for this.

2. Once you're a collaborator, add a git remote for the Heroku test app. For MA, this would be: git remote add heroku [email protected]:balance-summit-ma.git

3. Now deploy your branch to Heroku, for example: git push heroku add-massachusetts:master

4. Now the fun part! Ask one of the project leads for (1) the Twilio phone number configured for your state (also in the spreadsheet) and (2) the sample EBT card #.

Send a text message containing the EBT card number to the Twilio phone number!

Your basic handler will send back the exact transcription of what the phone line says.

5. Tinker with your button sequence (redeploying it to Heroku to test) if you don't get the balance in the text. A common solution is to add ww after #{ebt_number} to tell Twilio to wait a second before starting recording.

Write a balance transcriber

Next, we will deal with invalid card numbers and successful balances.

1. When you can get the balance coming through with your basic handler, open your state handler and uncomment the transcribe_balance_response method, which will look like this:

  def transcribe_balance_response(transcription_text, language = :english)
    mg = MessageGenerator.new(language)

    # Deal with a failed transcription
    # You do not need to change this. :D
    if transcription_text == nil
      return mg.having_trouble_try_again_message
    end

    # Deal with an invalid card number
    ### Step 5. EXAMPLE — Edit for your state! ###
    phrase_indicating_invalid_card_number = "CHANGE ME"

    if transcription_text.include?(phrase_indicating_invalid_card_number)
      return mg.card_number_not_found_message
    end

    # Deal with a successful balance transcription
    ### Step 6. EXAMPLE — Edit for your state! ###
    regex_matches = transcription_text.scan(/(\$\S+)/)
    if regex_matches.count > 1
      ebt_amount = regex_matches[0][0]
      return "Hi! Your food stamp balance is #{ebt_amount}."
    end

    # Deal with any other transcription (catching weird errors)
    # You do not need to change this. :D
    return mg.having_trouble_try_again_message
  end

2. Deal with invalid card numbers

To write this, first send a text message to your basic handler with the EBT number, but change the first two digits to be 0 (for example, instead of 50771234 send a text with 00771234).

Look at what gets texted back to you, and look for a unique phrase that is not in successful balance responses, and which is likely to be transcribed consistently — for example, "invalid card number".

Change the code to put this phrase in there:

    phrase_indicating_invalid_card_number = "invalid card number"

3. Format a successful balance transcription

Next, we want to write some code that takes a successful balance response and formats it a bit more nicely — it should say "Hi! Your food stamp balance is…" and optionally have more information.

In most cases, this is easily done with a regex looking for dollar amounts like $123.45.

The example code there is simple — it just looks for the first dollar amount match:

    regex_matches = transcription_text.scan(/(\$\S+)/)
    if regex_matches.count > 1
      ebt_amount = regex_matches[0][0]
      return "Hi! Your food stamp balance is #{ebt_amount}."
    end

This may even work out of the box for lots of states!

For an example of a more complicated transcription, we can look at California which also provides a cash amount (the second dollar amount read off):

    regex_matches = transcription_text.scan(/(\$\S+)/)
    if regex_matches.count > 1
      ebt_amount = regex_matches[0][0]
      cash_amount = regex_matches[1][0]
      return "Hi! Your food stamp balance is #{ebt_amount} and your cash balance is #{cash_amount}."
    end

PR + CELEBRATE!!

1. Commit and push your branch to Github

git add .
git commit -m "Finished work on MA!"
git push origin add-massachusetts

2. Go to your forked repo and create a pull request

3. PARTY!

• Add your Twitter handle to the Google Spreadsheet so we can let you know when it's live.
• Send @daguar some twitter love! Include a link to your PR to make him extra happy :)