Adapt apology reminder service/job to a new message (#5472)

* exclude message from automated messages page

app/controllers/hub/state_file/automated_messages_controller.rb

@@ -6,7 +6,7 @@ class AutomatedMessagesController < Hub::StateFile::BaseController
 
     def index
       Rails.application.eager_load!
-      @messages = StateFile::AutomatedMessage::BaseAutomatedMessage.descendants
+      @messages = StateFile::AutomatedMessage::BaseAutomatedMessage.descendants.excluding(StateFile::AutomatedMessage::DfTransferIssueMessage)
       @locales = [:en, :es]
       @us_state = StateFile::StateInformationService.active_state_codes.include?(params[:us_state]) ? params[:us_state] : "az"
       get_intake

app/jobs/send_df_transfer_issue_message_job.rb

@@ -0,0 +1,25 @@
+class SendDfTransferIssueMessageJob < ApplicationJob
+  def perform(email: false, sms: false, contact_info: nil, state_code: nil)
+    message_instance = StateFile::AutomatedMessage::DfTransferIssueMessage.new
+
+    if email
+      StateFileNotificationEmail.create!(
+        data_source: nil, # we have no data source because the intakes have been deleted
+        to: contact_info,
+        body: message_instance.email_body(state_code: state_code),
+        subject: message_instance.email_subject(state_code: state_code)
+      )
+    end
+    if sms
+      StateFileNotificationTextMessage.create!(
+        data_source: nil, # we have no data source because the intakes have been deleted
+        to_phone_number: contact_info,
+        body: message_instance.sms_body(state_code: state_code),
+      )
+    end
+  end
+
+  def priority
+    PRIORITY_MEDIUM
+  end
+end

app/models/state_file/automated_message/df_transfer_issue_message.rb

@@ -0,0 +1,27 @@
+module StateFile::AutomatedMessage
+  class DfTransferIssueMessage < BaseAutomatedMessage
+    def self.name
+      'messages.state_file.df_transfer_issue_message'.freeze
+    end
+
+    def self.after_transition_notification?
+      false
+    end
+
+    def self.send_only_once?
+      true
+    end
+
+    def sms_body(state_code:)
+      I18n.t("messages.state_file.df_transfer_issue_message.sms", state_code: state_code)
+    end
+
+    def email_subject(state_code:)
+      I18n.t("messages.state_file.df_transfer_issue_message.email.subject", state_name: StateFile::StateInformationService.state_name(state_code))
+    end
+
+    def email_body(state_code:)
+      I18n.t("messages.state_file.df_transfer_issue_message.email.body", state_code: state_code)
+    end
+  end
+end

app/services/state_file/send_df_transfer_issue_message_service.rb

@@ -0,0 +1,38 @@
+module StateFile
+  class SendDfTransferIssueMessageService
+    # assuming a data structure that looks like this:
+    # [
+    #   {
+    #     email: false,
+    #     sms: true,
+    #     contact_info: "5551112222",
+    #     state_code: "az"
+    #   }
+    # ]
+    # and that the client verified and opted in to each of these contact methods
+    def self.run(contact_list)
+      contact_list.each_with_index do |contact, i|
+        puts "."
+        if !StateFile::StateInformationService.active_state_codes.include?(contact[:state_code])
+          puts "state code missing or invalid; index #{i}; #{contact[:contact_info]}"
+          return
+        end
+        if contact[:contact_info].blank?
+          puts "no contact info; index #{i}; #{contact[:state_code]}"
+          return
+        end
+        if !contact[:email] && !contact[:sms]
+          puts "no contact method; index #{i}; #{contact[:contact_info]} #{contact[:state_code]}"
+          return
+        end
+        SendDfTransferIssueMessageJob.perform_later(
+          email: contact[:email],
+          sms: contact[:sms],
+          contact_info: contact[:contact_info],
+          state_code: contact[:state_code]
+        )
+      end
+    end
+  end
+end
+

config/locales/en.yml

@@ -1544,6 +1544,21 @@ en:
             The FileYourStateTaxes team
           subject: 'FileYourStateTaxes Update: %{state_name} State Return Accepted'
         sms: "Hi %{primary_first_name} - %{state_name} accepted your state tax return! You can expect to receive your refund as soon as %{state_name} approves your refund amount. \n\nDownload your return and check your refund status at %{return_status_link}\n\nNeed help? Email us at help@fileyourstatetaxes.org.\n"
+      df_transfer_issue_message:
+        email:
+          body: |
+            Hello, You may have experienced an issue transferring your federal return data from IRS Direct File. This issue is now resolved.
+
+            To continue filing your state tax return, please create a new account with FileYourStateTaxes by visiting: https://www.fileyourstatetaxes.org/en/%{state_code}/landing-page
+
+            Need help? Email us at help@fileyourstatetaxes.org or chat with us on FileYourStateTaxes.org
+          subject: 'FileYourStateTaxes: Regarding your %{state_name} tax return data import'
+        sms: |
+          Hello, you may have experienced an issue transferring your federal return data from IRS Direct File. This issue is now resolved.
+
+          To continue filing your state tax return, please create a new account with FileYourStateTaxes by visiting: https://www.fileyourstatetaxes.org/en/%{state_code}/landing-page
+
+          Need help? Email us at help@fileyourstatetaxes.org
       finish_return:
         email:
           body: |
@@ -1625,20 +1640,6 @@ en:
           Hi %{primary_first_name} - Unfortunately, %{state_name} rejected your state tax return. Don't worry! We can help you fix and resubmit it at %{return_status_link}.
 
           Questions? Email us at help@fileyourstatetaxes.org.
-      reminder_apology:
-        email:
-          body: |
-            Hi %{primary_first_name},
-
-            Due to an error, some FileYourStateTaxes users who had already completed their state tax returns received an email earlier today reminding them to file by April 15.
-
-            If you have received a notification that your state return was accepted, you may disregard the reminder email you may have received earlier today. You can confirm your return status by visiting fileyourstatetaxes.org/en/us/login-options and logging into your account.
-
-            We sincerely apologize for the confusion and the stress this may have caused.
-
-            Thanks,
-            FileYourStateTaxes
-          subject: Please disregard previous message from FileYourStateTaxes
       still_processing:
         email:
           body: |

config/locales/es.yml

@@ -1513,6 +1513,21 @@ es:
           body: "Hola %{primary_first_name},\n\n¡%{state_name} ha aceptado tu declaración de impuestos estatales! Puedes esperar recibir tu reembolso tan pronto como %{state_name} apruebe la cantidad de tu reembolso.\n\nDescarga tu declaración y verifica el estado de tu reembolso en <a href=\"%{return_status_link}\" target=\"_blank\" rel=\"noopener nofollow\">%{return_status_link}</a>.\n\nSaludos, \nEl equipo de FileYourStateTaxes\n"
           subject: 'Actualización de FileYourStateTaxes: Declaración Estatal de %{state_name} Aceptada'
         sms: "Hola %{primary_first_name} - %{state_name} ¡Acepté su declaración de impuestos estatales! Puede esperar recibir su reembolso tan pronto como %{state_name} apruebe el monto de su reembolso. \n\nDescargue su devolución y verifique el estado de su reembolso en %{return_status_link}\n\n¿Necesitar ayuda? Envíenos un correo electrónico a help@fileyourstatetaxes.org.\n"
+      df_transfer_issue_message:
+        email:
+          body: |
+            Hello, You may have experienced an issue transferring your federal return data from IRS Direct File. This issue is now resolved.
+
+            To continue filing your state tax return, please create a new account with FileYourStateTaxes by visiting: https://www.fileyourstatetaxes.org/en/%{state_code}/landing-page
+
+            Need help? Email us at help@fileyourstatetaxes.org or chat with us on FileYourStateTaxes.org
+          subject: 'FileYourStateTaxes: Regarding your %{state_name} tax return data import'
+        sms: |
+          Hello, you may have experienced an issue transferring your federal return data from IRS Direct File. This issue is now resolved.
+
+          To continue filing your state tax return, please create a new account with FileYourStateTaxes by visiting: https://www.fileyourstatetaxes.org/en/%{state_code}/landing-page
+
+          Need help? Email us at help@fileyourstatetaxes.org
       finish_return:
         email:
           body: |
@@ -1586,20 +1601,6 @@ es:
           Hola %{primary_first_name} - Lamentablemente, %{state_name} rechazó su declaración de impuestos estatales. ¡No te preocupes! Podemos ayudarle a solucionarlo y volver a enviarlo en %{return_status_link}.
 
           ¿Preguntas? Envíenos un correo electrónico a help@fileyourstatetaxes.org.
-      reminder_apology:
-        email:
-          body: |
-            Hola %{primary_first_name},
-
-            Debido a un error, algunos usuarios de FileYourStateTaxes que ya enviaron sus declaraciones de impuestos estatales recibieron un mensaje hoy recordándoles que la fecha límite de declarar es el 15 de abril.
-
-            Si has recibido una noticia diciendo que tu declaración fue aceptada, puedes ignorar el mensaje recordatorio que hayas recibido hoy. Puedes confirmar el estatus de tu declaración visitando fileyourstatetaxes.org/es/us/login-options e ingresando a tu cuenta.
-
-            Nos disculpamos sinceramente por la confusión y el estrés que esto haya causado.
-
-            Gracias,
-            FileYourStateTaxes
-          subject: Favor de ignorar el mensaje recordatorio de FileYourStateTaxes
       still_processing:
         email:
           body: |

lib/tasks/state_file.rake

@@ -15,13 +15,6 @@ namespace :state_file do
     StateFile::SendPostDeadlineReminderService.run
   end
 
-  task send_reminder_apology_message: :environment do
-    return unless DateTime.now.year == 2024
-    return if ENV["DO_NOT_SEND_APOLOGY_EMAIL"].present?
-
-    StateFile::SendReminderApologyService.run
-  end
-
   task backfill_intake_submission_pdfs: :environment do
     batch_size = 5
     intake_types = StateFile::StateInformationService.state_intake_classes