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AP-5335: Remove ability to add disregarded benefits #7292

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@jsugarman jsugarman commented Oct 10, 2024

What

Remove ability to add disregarded benefits

Link to story

The BA has identified that the caseworkers do not find the addition of transactions pertaining to disregarded benefits, via the clients truelayer journey, helpful when assessing means. The option to add transactions that are “disregarded benefits” should therefore be removed.

  • check mid-flow and historical data consequences ok
    agreed with BA that we can ignore the impact on the few applications that will be impacted
  • add housing benefits question to truelayer path
    this came out of discussion with BA. Existing system has a bug in this regard as HB needs to be discounted from housing payments to reach an actual housing payment amount. Further, since we are removing disregards we need to ask the provider for HB amounts and send the respetive value to CFE just as for the bank statement upload flow.

Note on approach and impact

The disregarded benefits type, excluded_benefits was explicitly archived by setting its
archived_at value. This means excluded_benefits transaction type continues
to exist but is not used.

  1. excluded_benefits transaction_type will exist but be inactive
  2. tests will run with production like data in this respect
  3. fresh UAT branches will have production like data in this respect

NOTE: Removing the transaction type from the NAMES constant was not done
because it will cause tests and fresh UAT branches to NOT have the
excluded_benefits transaction type at all - i.e. non-production like data

Having excluded_benefits be inactive will make

  • the option to selected disregarded benefits disappear from the
    transaction select page (/income_summary) - mid flow
  • the disregarded benefits output to disappear from CYA means page (/check_income_answers) - mid flow
  • the disregarded benefits output to disappear from review and print page (/review_and_print_application) - mid-flow
  • the disregarded benefits output to disappear from submitted_applications review and print page (/submitted_application) - post submission
  • means report has a deductions which may also need removing

Checklist

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  • Tests and rubocop should be passing: bundle exec rake
  • Github should not be reporting conflicts; you should have recently run git rebase main.
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  • There should be no unnecessary whitespace changes. These make diffs harder to read and conflicts more likely.
  • The PR description should say what you changed and why, with a link to the JIRA story.
  • You should have looked at the diff against main and ensured that nothing unexpected is included in your changes.
  • You should have checked that the commit messages say why the change was made.

@jsugarman jsugarman force-pushed the ap-5335/remove-disregarded-benefits branch from 14d69fa to c2b92c1 Compare October 11, 2024 13:43
@jsugarman jsugarman changed the base branch from main to ap-5336/remove-automatic-categorisation-of-benefits October 11, 2024 13:44
@jsugarman jsugarman force-pushed the ap-5335/remove-disregarded-benefits branch from 60b813f to 4e0edd1 Compare October 14, 2024 07:33
agoldstone93
agoldstone93 previously approved these changes Oct 15, 2024
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Looks good to me

@jsugarman jsugarman force-pushed the ap-5335/remove-disregarded-benefits branch from c23eddf to 898984e Compare October 16, 2024 07:05
@jsugarman jsugarman force-pushed the ap-5336/remove-automatic-categorisation-of-benefits branch from fddd38e to d5ca6e1 Compare October 16, 2024 07:07
@jsugarman jsugarman force-pushed the ap-5335/remove-disregarded-benefits branch 2 times, most recently from 04ba42e to 9fc1a6e Compare October 16, 2024 07:29
Base automatically changed from ap-5336/remove-automatic-categorisation-of-benefits to main October 16, 2024 08:15
Setting the archived_at value will mean that excluded_benefits
exist but are achived/inactive. This means

1. excluded_benefits transaction_type will exist but be inactive
2. that tests will run with production like data in this respect
2. fresh UAT branches will have production like data in this respect

NOTE: Removing the transaction type from the NAMES constant was not done
because it will cause tests and fresh UAT branches to NOT have the
excluded_benefits transaction type at all - i.e. non-production like data

Having excluded_benefits be inactive will make the option/field will cause

- the option to selected disregarded benefits disappear from the
  transaction select page (/income_summary) - mid flow
- the disregarded benefits output to disappear from CYA means page (/check_income_answers) - mid flow
- the disregarded benefits output to disappear from review and print page (/review_and_print_application) - mid-flow
- the disregarded benefits output to disappear from submitted_applications review and print page (/submitted_application) - post submission

QUESTIONS:
  Do we want to show disregarded benefit option to mid-flow applications
  which already have them added?

  Do we want to show disregarded benefit output to mid-flow applications
  which already have them added?

  Alternatively to above, do we want to delete disregarded benefits from mid-flow applications
  which already have them added?

  Do we want to show disregarded benefits output on submitted/historical applications which
  had added them?
Once the Disregarded Benefits section is removed, the provider
will no longer have any opportunity to declare receipt of Housing Benefit.

Therefore we will need to add the Housing Benefit question that we currently
use on the bank upload journey (asked when there are housing costs declared)
to the true layer journey for the client as well.
Distinctinction between truelayer and bank statement upload journey
no longer applicable so may as well shortcut it.
@jsugarman jsugarman force-pushed the ap-5335/remove-disregarded-benefits branch from 9fc1a6e to d09a50d Compare October 16, 2024 08:24
@jsugarman jsugarman dismissed agoldstone93’s stale review October 16, 2024 08:25

Housing benefit question has had to be added to flow

@jsugarman jsugarman force-pushed the ap-5335/remove-disregarded-benefits branch from d09a50d to 3e933b9 Compare October 16, 2024 12:22
…e Housing benefits question

The check_income_answers, review_and_print_application, submitted_application
and means report need to reflect the addition of the new houseing benefit question
that is now part of truelayer.
@jsugarman jsugarman force-pushed the ap-5335/remove-disregarded-benefits branch from 3e933b9 to 62781d7 Compare October 16, 2024 13:12
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2 participants