From 401adb034a43c79cf9e7f800bb39b117010a1385 Mon Sep 17 00:00:00 2001 From: Kat Date: Thu, 15 Jun 2023 16:28:36 +0100 Subject: [PATCH] Separate and update bulk upload sales guidance --- .../bulk_upload_sales/prepare_your_file.rb | 7 +++- ...ml.erb => prepare_your_file_2022.html.erb} | 3 +- .../forms/prepare_your_file_2023.html.erb | 37 +++++++++++++++++++ 3 files changed, 44 insertions(+), 3 deletions(-) rename app/views/bulk_upload_sales_logs/forms/{prepare_your_file.html.erb => prepare_your_file_2022.html.erb} (79%) create mode 100644 app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb diff --git a/app/models/forms/bulk_upload_sales/prepare_your_file.rb b/app/models/forms/bulk_upload_sales/prepare_your_file.rb index 710cdbef3..d29eaef89 100644 --- a/app/models/forms/bulk_upload_sales/prepare_your_file.rb +++ b/app/models/forms/bulk_upload_sales/prepare_your_file.rb @@ -8,7 +8,12 @@ module Forms attribute :year, :integer def view_path - "bulk_upload_sales_logs/forms/prepare_your_file" + case year + when 2022 + "bulk_upload_sales_logs/forms/prepare_your_file_2022" + else + "bulk_upload_sales_logs/forms/prepare_your_file_2023" + end end def back_path diff --git a/app/views/bulk_upload_sales_logs/forms/prepare_your_file.html.erb b/app/views/bulk_upload_sales_logs/forms/prepare_your_file_2022.html.erb similarity index 79% rename from app/views/bulk_upload_sales_logs/forms/prepare_your_file.html.erb rename to app/views/bulk_upload_sales_logs/forms/prepare_your_file_2022.html.erb index 71e759306..62e43c6cd 100644 --- a/app/views/bulk_upload_sales_logs/forms/prepare_your_file.html.erb +++ b/app/views/bulk_upload_sales_logs/forms/prepare_your_file_2022.html.erb @@ -12,8 +12,7 @@

Download template

Create your file

diff --git a/app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb b/app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb new file mode 100644 index 000000000..2e90e2a00 --- /dev/null +++ b/app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb @@ -0,0 +1,37 @@ +<% content_for :before_content do %> + <%= govuk_back_link href: @form.back_path %> +<% end %> + +
+
+ <%= form_with model: @form, scope: :form, url: bulk_upload_sales_log_path(id: "prepare-your-file"), method: :patch do |f| %> + <%= f.hidden_field :year %> + + Upload sales logs in bulk (<%= @form.year_combo %>) +

Prepare your file

+ +

Download template

+
    +
  • <%= govuk_link_to "New template", @form.template_path %>: In this template, the questions are in the same order as the 2023/24 paper form and web form.
  • +
  • <%= govuk_link_to "Legacy template", @form.old_template_path %>: In this template, the questions are in the same order as the 2022/23 template, with new questions added on to the end.
  • +
  • If your organisation was using bulk upload on the previous CORE website and hasn't changed its HMS to be compatible with the new CORE service, use <%= govuk_link_to "this template", @form.old_template_path %>
  • +
+ +

Create your file

+
    +
  • Fill in the template with CORE data from your housing management system according to the <%= govuk_link_to "Sales #{@form.year_combo} Bulk Upload Specification", @form.specification_path %>
  • +
  • Username field: To assign a log to someone else, enter the email address they use to log into CORE
  • +
  • If you have to manually enter large volumes of data into the bulk upload template, we recommend creating logs directly in the service instead. <%= govuk_link_to "Find out more about exporting your data", bulk_upload_sales_log_path(id: "guidance", form: { year: @form.year }) %>
  • +
  • If you are using the new template, keep the headers. If you are using the legacy template, you can either keep or remove the headers.
  • +
+ +

Save your file

+
    +
  • Save your file as a CSV
  • +
  • Your file should now be ready to upload
  • +
+ + <%= f.govuk_submit %> + <% end %> +
+