Did a lot. Onboarding under Demographics now works for the participant model correctly linking admin forms to the right model. Styling has also been complete. Still need to do other models and check for multiple inputs on form role submission.

app/controllers/forms_controller.rb

@@ -1,5 +1,3 @@
-# app/controllers/forms_controller.rb
-
 class FormsController < ApplicationController
   before_action :set_form, only: [:show, :edit, :update, :destroy]
 
@@ -45,7 +43,7 @@ class FormsController < ApplicationController
     end
 
     def form_params
-      params.require(:form).permit(:name) # Adjust attributes as needed
+      params.require(:form).permit(:name, :required, :program, :role)
     end
 
     def check_admin

app/controllers/onboardings_controller.rb

@@ -0,0 +1,64 @@
+class OnboardingsController < ApplicationController
+  before_action :set_owner
+
+  def index
+    # Make sure to set @owner first. If not found, you should redirect or handle the error appropriately.
+    set_owner
+  
+    if @owner
+      # Initialize onboarding items for each form if they don't exist yet for the owner.
+      @forms = Form.all
+      @forms.each do |form|
+        @owner.onboarding_items.find_or_initialize_by(form: form)
+      end
+      # After building or finding the onboarding items, load them for the view.
+      # This ensures we're only working with items related to the current owner.
+      @onboarding_items = @owner.onboarding_items.includes(:form)
+    else
+      # Handle the scenario where @owner is not found. Redirect or show an error.
+      redirect_to root_path, alert: "Owner not found."
+    end
+  end
+
+  def create
+    # Assuming `onboarding_items_params` method will handle mass assignment
+    @onboarding_item = @owner.onboarding_items.build(onboarding_items_params)
+    
+    if @onboarding_item.save
+      redirect_to polymorphic_path([@owner, :onboardings]), notice: 'Onboarding item was successfully created.'
+    else
+      # This assumes you have an instance variable @forms for the form dropdown in the view
+      @forms = Form.all
+      render :index, status: :unprocessable_entity
+    end
+  end
+  
+  def submit_onboarding
+    params[:onboarding_items].each do |id, item_params|
+      onboarding_item = OnboardingItem.find(id)
+      onboarding_item.update(item_params.permit(:note, :date_completed))
+    end
+    redirect_to polymorphic_path([@owner]), notice: 'Onboarding information updated successfully.'
+  end
+  
+
+
+  private
+  
+  def set_owner
+    # Example: finds "participant_id", sets @owner to the corresponding Participant object
+    params.each do |name, value|
+      if name =~ /(.+)_id$/
+        model = $1.classify.constantize
+        @owner = model.find_by(id: value)
+        break if @owner # Break if owner is found
+      end
+    end
+    redirect_to(root_path, alert: "Owner not found.") unless @owner
+  end
+
+  def onboarding_items_params
+    # Ensure you permit the correct parameters based on your form fields
+    params.require(:onboarding_item).permit(:form_id, :note, :date_completed)
+  end
+end

app/controllers/participants_controller.rb

@@ -124,6 +124,12 @@ class ParticipantsController < ApplicationController
     end
   end
   
+  def onboarding
+    @participant = Participant.find(params[:id])
+    @onboarding_items = @participant.onboarding_items.includes(:form)
+  end
+  
+  
   private
 
   def handle_employer_creation_for_participant(participant)
@@ -222,7 +228,6 @@ class ParticipantsController < ApplicationController
       participant.errors.add(:base, "Employer details could not be updated: #{employer.errors.full_messages.join(', ')}")
       # You might not need to throw :abort if you're handling this logic in the controller.
     end
-  end
-  
+  end 
 end
   

app/helpers/onboardings_helper.rb

@@ -0,0 +1,13 @@
+module OnboardingsHelper
+    def submit_onboarding_path_helper(owner)
+        case owner
+        when Participant
+          submit_onboarding_participant_onboardings_path(owner)
+        when Worker
+          submit_onboarding_worker_onboardings_path(owner)
+        # Add cases for other owner types
+        else
+          root_path # Fallback path
+        end
+      end
+end

app/models/form.rb

@@ -1,2 +1,23 @@
 class Form < ApplicationRecord
-end
+    # Assuming each form can have many onboarding items associated with different owners.
+    has_many :onboarding_items
+    
+    validates :name, presence: true
+    validates :role, inclusion: { in: %w[Participant Worker Vendor Employer] }
+    # Include more validations as necessary
+
+    after_save :update_onboarding_items
+
+    private
+  
+    def update_onboarding_items
+      # Dynamically find the model class based on the role. Ensure 'role' matches your model name exactly.
+      owner_class = role.constantize
+  
+      # For each instance of the model, find or create an onboarding item linked to this form.
+      owner_class.find_each do |owner|
+        OnboardingItem.find_or_create_by(owner: owner, form: self)
+      end
+    end
+  end
+  

app/models/onboarding_item.rb

@@ -0,0 +1,4 @@
+class OnboardingItem < ApplicationRecord
+  belongs_to :owner, polymorphic: true
+  belongs_to :form
+end

app/models/participant.rb

@@ -1,4 +1,6 @@
 class Participant < ApplicationRecord
+  after_create :create_onboarding_items_for_forms
+  
   # Associations
   belongs_to :employer, optional: false
   has_many :employments
@@ -9,6 +11,8 @@ class Participant < ApplicationRecord
   has_many :employers, through: :employer_records
   has_and_belongs_to_many :programs
   has_many :bank_accounts, as: :owner
+  has_many :onboarding_items, as: :owner
+  accepts_nested_attributes_for :onboarding_items
 
   # Validations
   validates :first_name, :last_name, :ssn, presence: true
@@ -25,4 +29,12 @@ class Participant < ApplicationRecord
     # Check if the SSN already exists in the Employer model, excluding the current participant's employer
     Employer.where.not(id: employer_id).exists?(ssn: ssn)
   end
+
+  def create_onboarding_items_for_forms
+    # Fetch all forms relevant to participants
+    forms = Form.where(role: 'Participant')
+    forms.each do |form|
+      self.onboarding_items.create(form: form)
+    end
+  end
 end

app/views/employers/show.html.erb

@@ -1,3 +1,13 @@
+<div class="dropdown">
+  <button class="btn btn-secondary dropdown-toggle" type="button" id="demographicsDropdown" data-bs-toggle="dropdown" aria-haspopup="true" aria-expanded="false">
+    Demographics
+  </button>
+  <div class="dropdown-menu" aria-labelledby="demographicsDropdown">
+  <li><a class="dropdown-item" href="<%= polymorphic_path([@employer, :onboardings]) %>">Onboarding</a></li>
+    <!-- Add other links as needed -->
+  </div>
+</div>
+
 <div class="container mt-5">
   <div class="row">
     <div class="col-12">

app/views/forms/edit.html.erb

@@ -1,2 +1,13 @@
-<h1>Edit Form</h1>
-<%= render 'form', form: @form %>
+<div class="container mt-5">
+  <div class="row justify-content-center">
+    <div class="col-md-6">
+      <h1 class="mb-4 text-center">Edit Form</h1>
+
+      <%= render 'form', form: @form %>
+
+      <div class="mt-3 text-center">
+        <%= link_to 'Back to List', forms_path, class: "btn btn-secondary" %>
+      </div>
+    </div>
+  </div>
+</div>

app/views/forms/index.html.erb

@@ -23,8 +23,12 @@
         <td><%= form.program %></td>
         <td><%= form.role %></td>
         <td>
-          <%= link_to 'Edit', edit_form_path(form), class: 'btn btn-info btn-sm' %>
-          <%= link_to 'Delete', form, method: :delete, data: { confirm: 'Are you sure?' }, class: 'btn btn-danger btn-sm' %>
+          <%= link_to edit_form_path(form), class: 'btn btn-info btn-sm' do %>
+            <i class="bi bi-pencil-fill" style="color: white;"></i>
+          <% end %>
+          <%= link_to form, method: :delete, data: { confirm: 'Are you sure?' }, class: 'btn btn-danger btn-sm' do %>
+            <i class="bi bi-trash-fill"></i>
+          <% end %>
         </td>
       </tr>
     <% end %>

app/views/onboardings/index.html.erb

@@ -0,0 +1,60 @@
+<div class="container mt-5">
+  <div class="row justify-content-center">
+    <div class="col-md-8">
+      <h1 class="mb-4 text-center">Onboarding Forms</h1>
+
+      <%= form_with(model: [@owner, OnboardingItem.new], url: submit_onboarding_path_helper(@owner), local: true, html: { class: 'needs-validation', novalidate: true }) do |form| %>
+        <table class="table">
+          <thead class="table-light">
+            <tr>
+              <th>Form Name</th>
+              <th>Notes</th>
+              <th>Date Completed</th>
+            </tr>
+          </thead>
+          <tbody>
+            <% @onboarding_items.each do |item| %>
+              <tr>
+                <td><%= item.form.name %></td>
+                <td>
+                  <%= text_area_tag "onboarding_items[#{item.id}][note]", item.note, class: "form-control", rows: 1 %>
+                </td>
+                <td>
+                  <%= date_field_tag "onboarding_items[#{item.id}][date_completed]", item.date_completed, class: "form-control" %>
+                </td>
+              </tr>
+            <% end %>
+          </tbody>
+        </table>
+
+        <div class="actions mt-4">
+          <%= form.submit 'Save', class: 'btn btn-dark' %>
+        </div>
+      <% end %>
+
+      <div class="mt-3 text-center">
+        <%= link_to 'Back', polymorphic_path(@owner), class: 'btn btn-secondary' %>
+      </div>
+    </div>
+  </div>
+</div>
+
+<%# This is for resizing Notes area %>
+<script>
+document.addEventListener('DOMContentLoaded', function() {
+  document.querySelectorAll('textarea.form-control').forEach(function(textarea) {
+    function autoResize() {
+      // Reset height to ensure shrinking if text is deleted
+      textarea.style.height = 'auto';
+      // Set height based on scroll height
+      textarea.style.height = textarea.scrollHeight + 'px';
+    }
+    
+    // Call autoResize on input event
+    textarea.addEventListener('input', autoResize);
+    
+    // Initialize autoResize in case of any pre-filled values
+    autoResize();
+  });
+});
+</script>

app/views/participants/show.html.erb

@@ -4,6 +4,7 @@
   </button>
   <ul class="dropdown-menu" aria-labelledby="demographicsDropdown">
     <li><a class="dropdown-item" href="<%= participant_bank_accounts_path(@participant) %>">Bank Information</a></li>
+    <li><a class="dropdown-item" href="<%= polymorphic_path([@participant, :onboardings]) %>">Onboarding</a></li>
     <!-- Add other demographic options here as needed -->
   </ul>
 </div>

app/views/vendors/show.html.erb

@@ -3,7 +3,8 @@
     Demographics
   </button>
   <div class="dropdown-menu" aria-labelledby="demographicsDropdown">
-    <%= link_to 'Bank Information', vendor_bank_accounts_path(@vendor), class: 'dropdown-item' %>
+    <li><a class="dropdown-item" href="<%= vendor_bank_accounts_path(@vendor) %>">Bank Information</a></li>
+    <li><a class="dropdown-item" href="<%= polymorphic_path([@vendor, :onboardings]) %>">Onboarding</a></li>
     <!-- Add other links as needed -->
   </div>
 </div>

app/views/workers/show.html.erb

@@ -4,6 +4,7 @@
   </button>
   <ul class="dropdown-menu" aria-labelledby="demographicsDropdown">
     <li><a class="dropdown-item" href="<%= worker_bank_accounts_path(@worker) %>">Bank Information</a></li>
+    <li><a class="dropdown-item" href="<%= polymorphic_path([@worker, :onboardings]) %>">Onboarding</a></li>
   </ul>
 </div>
 

config/routes.rb

@@ -15,19 +15,26 @@ Rails.application.routes.draw do
   end
   
   resources :participants do
+    resources :onboardings, only: [:index, :create, :update] do
+      collection do
+        post 'submit_onboarding'
+      end
+    end
     resources :bank_accounts, only: [:index, :new, :create, :edit, :update, :destroy]
     collection do
       get 'search' # Define search on the collection, not on a member
     end
     member do
       post 'link_worker' # Other member routes
-      post 'link_vendor' #Add this line to link a vendor
+      post 'link_vendor'
     end
   end
   
   
-  resources :workers do
-    resources :bank_accounts, only: [:index, :new, :create, :edit, :update, :destroy] # Added :index action
+   resources :workers do
+    resources :onboardings, only: [:index, :create, :update]
+      post 'submit_onboarding', on: :collection
+    resources :bank_accounts, only: [:index, :new, :create, :edit, :update, :destroy] 
     member do
       post 'link_participant'
       post 'link_employer'
@@ -37,7 +44,9 @@ Rails.application.routes.draw do
   
   
   resources :vendors do
-    resources :bank_accounts, only: [:index, :new, :create, :edit, :update, :destroy] # Added :index action
+    resources :onboardings, only: [:index, :create, :update]
+    post 'submit_onboarding', on: :collection
+    resources :bank_accounts, only: [:index, :new, :create, :edit, :update, :destroy] 
     collection do
       get 'search'
     end
@@ -53,6 +62,8 @@ Rails.application.routes.draw do
   resources :service_contracts
 
   resources :employers do
+    resources :onboardings, only: [:index, :create, :update]
+      post 'submit_onboarding', on: :collection
     member do
       post "link_worker"
     end

db/migrate/20240217005105_create_onboarding_items.rb

@@ -0,0 +1,12 @@
+class CreateOnboardingItems < ActiveRecord::Migration[7.1]
+  def change
+    create_table :onboarding_items do |t|
+      t.integer :form_id
+      t.text :note
+      t.date :date_completed
+      t.references :owner, polymorphic: true, null: false
+
+      t.timestamps
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2024_02_16_230305) do
+ActiveRecord::Schema[7.1].define(version: 2024_02_17_005105) do
   create_table "bank_accounts", force: :cascade do |t|
     t.string "institution_name"
     t.string "account_type"
@@ -81,6 +81,17 @@ ActiveRecord::Schema[7.1].define(version: 2024_02_16_230305) do
     t.string "role"
   end
 
+  create_table "onboarding_items", force: :cascade do |t|
+    t.integer "form_id"
+    t.text "note"
+    t.date "date_completed"
+    t.string "owner_type", null: false
+    t.integer "owner_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["owner_type", "owner_id"], name: "index_onboarding_items_on_owner"
+  end
+
   create_table "participants", force: :cascade do |t|
     t.string "first_name"
     t.string "phone"

test/controllers/onboardings_controller_test.rb

@@ -0,0 +1,7 @@
+require "test_helper"
+
+class OnboardingsControllerTest < ActionDispatch::IntegrationTest
+  # test "the truth" do
+  #   assert true
+  # end
+end

test/fixtures/onboarding_items.yml

@@ -0,0 +1,15 @@
+# Read about fixtures at https://api.rubyonrails.org/classes/ActiveRecord/FixtureSet.html
+
+one:
+  form_id: 1
+  note: MyText
+  date_completed: 2024-02-16
+  owner: one
+  owner_type: Owner
+
+two:
+  form_id: 1
+  note: MyText
+  date_completed: 2024-02-16
+  owner: two
+  owner_type: Owner

test/models/onboarding_item_test.rb

@@ -0,0 +1,7 @@
+require "test_helper"
+
+class OnboardingItemTest < ActiveSupport::TestCase
+  # test "the truth" do
+  #   assert true
+  # end
+end