[Documents] Can now categorize documents when uploading (#11065)

Co-authored-by: yodalightsabr <[email protected]>
Co-authored-by: Sam Poder <[email protected]>
Co-authored-by: Sam Poder <[email protected]>

Author: 3 people

app/controllers/documents_controller.rb

@@ -129,7 +129,7 @@ def verification_letter
   private
 
   def document_params
-    params.require(:document).permit(:event_id, :name, :file)
+    params.require(:document).permit(:event_id, :name, :file, :category)
   end
 
   def set_document

app/models/document.rb

@@ -7,6 +7,7 @@
 #  id             :bigint           not null, primary key
 #  aasm_state     :string
 #  archived_at    :datetime
+#  category       :integer          default("general"), not null
 #  deleted_at     :datetime
 #  name           :text
 #  slug           :text
@@ -48,6 +49,13 @@ class Document < ApplicationRecord
 
   scope :common, -> { where(event_id: nil) }
 
+  enum :category, {
+    general: 0,
+    nonprofit_status: 1,
+    tax_exemption: 2,
+    forms: 3
+  }
+
   aasm timestamps: true do
     state :active, initial: true
     state :archived, before_exit: -> do

app/views/documents/_document.html.erb

@@ -1,5 +1,5 @@
 <%= link_to auditor_signed_in? ? document : document_download_path(document) do %>
-  <li class="card card--hover h-100">
+  <li class="card card--hover h-100 w-fit">
     <div class="overflow-hidden" style="max-height: 270px;">
       <%= render "documents/preview", document: %>
     </div>

app/views/documents/_form.html.erb

@@ -14,6 +14,11 @@
       <%= form.text_field :name, required: true, data: { target: "new-document.name" } %>
     </div>
 
+    <div class="field">
+      <%= form.label :category %>
+      <%= form.select :category, options_for_select(Document.categories.keys.map { |k| [k.humanize, k] }, form.object.category), { include_blank: "Select a category" }, required: false %>
+    </div>
+
     <div class="actions">
       <%= form.submit %>
     </div>

app/views/documents/index.html.erb

@@ -21,8 +21,36 @@
 <% end %>
 
 <ul class="grid">
-  <%= render partial: "document", collection: @active_documents %>
-  <%= render partial: "document", collection: @active_common_documents %>
+  <div class="grid-row text">
+    <h3>General documents</h3>
+    <div class="grid grid-cols-3 gap-4">
+      <%= render partial: "document", collection: @active_common_documents.general %>
+      <%= link_to event_fiscal_sponsorship_letter_path(event_id: @event.slug, format: "pdf") do %>
+        <li class="card card--hover h-100 w-fit">
+          <div class="overflow-hidden" style="max-height: 250px;">
+            <%= image_tag event_fiscal_sponsorship_letter_url(event_id: @event.slug, format: "png"), width: 330, style: "max-width: 100%;" %>
+          </div>
+          <strong class="h3 block mt1 line-height-2">Fiscal Sponsorship Confirmation</strong>
+          <%= user_mention @event.point_of_contact %>
+        </li>
+      <% end %>
+    </div>
+
+    <h3>Nonprofit status</h3>
+    <div class="grid grid-cols-3 gap-4">
+      <%= render partial: "document", collection: @active_common_documents.nonprofit_status %>
+    </div>
+
+    <h3>Tax-exemption documents</h3>
+    <div class="grid grid-cols-3 gap-4">
+      <%= render partial: "document", collection: @active_common_documents.tax_exemption %>
+    </div>
+
+    <h3>Forms</h3>
+    <div class="grid grid-cols-3 gap-4">
+      <%= render partial: "document", collection: @active_common_documents.forms %>
+    </div>
+  </div>
 
   <% if @event.approved? && !@event.demo_mode? %>
     <%= link_to event_verification_letter_path(event_id: @event.slug, format: "pdf") do %>
@@ -35,17 +63,6 @@
         <%= user_mention @event.point_of_contact %>
       </li>
     <% end if @event.account_number %>
-
-    <%= link_to event_fiscal_sponsorship_letter_path(event_id: @event.slug, format: "pdf") do %>
-      <li class="card card--hover h-100">
-        <div class="overflow-hidden" style="max-height: 250px;">
-          <%= image_tag event_fiscal_sponsorship_letter_url(event_id: @event.slug, format: "png"), width: 330, style: "max-width: 100%;" %>
-        </div>
-
-        <strong class="h3 block mt1 line-height-2">Fiscal Sponsorship Confirmation</strong>
-        <%= user_mention @event.point_of_contact %>
-      </li>
-    <% end %>
   <% end %>
 </ul>
 

app/views/documents/show.html.erb

@@ -40,6 +40,10 @@
     <strong>Added by</strong> <%= user_mention @document.user %>
   </p>
 
+  <p>
+    <strong>Category</strong> <%= @document.category.humanize %>
+  </p>
+
 </section>
 
 <% if @downloads.any? %>

db/migrate/20250721015626_add_category_to_documents.rb

@@ -0,0 +1,5 @@
+class AddCategoryToDocuments < ActiveRecord::Migration[7.2]
+  def change
+    add_column :documents, :category, :integer, default: 0, null: false
+  end
+end