feat(credit-risk) - create reserves when COR is selected (#760)

* refactor(onboarding-invite) - use new mutation method

* fix tests

* refetch employment

* fix(contractor-onboarding) - fetch the contract details only when we arrive at the step

* fix review

* fix error

* fix conflicts

* fix(contrator-onboarding) - create intent when eligibility was answered in the past

* fix file

* fix

* add logic to create reserve

* fix review statuses

* add test

* fix tests

* fix tests

* fix utils

* fix types

* fix test

* let people invite

* fix who can invite

* fix ifs

* refactor(onboarding-invite) - move business logic internally

* add tests

* fix tests

* fix types

* align

* change to status

* fix tests

Author: gabrielseco

example/src/ReviewContractorOnboardingStep.tsx

@@ -156,8 +156,10 @@ export const ReviewContractorOnboardingStep = ({
         </BackButton>
         <OnboardingInvite
           className='submit-button'
-          render={() => {
-            return 'Invite Contractor';
+          render={({ status }) => {
+            return status === 'create_reserve'
+              ? 'Create Reserve'
+              : 'Invite Contractor';
           }}
           onSuccess={() => {
             console.log('Contractor invited');

src/flows/ContractorOnboarding/components/OnboardingInvite.tsx

@@ -1,6 +1,9 @@
 import { ButtonHTMLAttributes, ReactNode } from 'react';
 import omit from 'lodash.omit';
-import { useEmploymentInvite } from '@/src/flows/Onboarding/api';
+import {
+  useCreateReserveInvoice,
+  useEmploymentInvite,
+} from '@/src/flows/Onboarding/api';
 import { FieldError, mutationToPromise } from '@/src/lib/mutations';
 import { SuccessResponse } from '@/src/client';
 import { useFormFields } from '@/src/context';
@@ -16,7 +19,7 @@ export type OnboardingInviteProps = Omit<
     employmentStatus,
   }: {
     data: SuccessResponse;
-    employmentStatus: 'invited';
+    employmentStatus: 'invited' | 'created_awaiting_reserve';
   }) => void | Promise<void>;
   onError?: ({
     error,
@@ -28,7 +31,7 @@ export type OnboardingInviteProps = Omit<
     fieldErrors: FieldError[];
   }) => void;
   onSubmit?: () => void | Promise<void>;
-  render: (props: { employmentStatus: 'invited' }) => ReactNode;
+  render: (props: { status: 'invite' | 'create_reserve' }) => ReactNode;
 } & Record<string, unknown>;
 
 export function OnboardingInvite({
@@ -41,20 +44,42 @@ export function OnboardingInvite({
   const { components } = useFormFields();
   const { contractorOnboardingBag } = useContractorOnboardingContext();
   const employmentInviteMutation = useEmploymentInvite();
+  const createReserveInvoiceMutation = useCreateReserveInvoice();
 
   const { mutateAsyncOrThrow: employmentInviteMutationAsync } =
     mutationToPromise(employmentInviteMutation);
 
+  const { mutateAsyncOrThrow: createReserveInvoiceMutationAsync } =
+    mutationToPromise(createReserveInvoiceMutation);
+
+  const isCOR = contractorOnboardingBag.employment?.contractor_type === 'cor';
+
+  const isReserveFlow = isCOR && !contractorOnboardingBag.isEmploymentReadOnly;
+
   const handleSubmit = async () => {
     try {
       await onSubmit?.();
-      if (contractorOnboardingBag.employmentId) {
+
+      if (isReserveFlow && contractorOnboardingBag.employmentId) {
+        const response = await createReserveInvoiceMutationAsync({
+          employment_slug: contractorOnboardingBag.employmentId as string,
+        });
+        if (response?.data) {
+          await onSuccess?.({
+            data: response,
+            employmentStatus: 'created_awaiting_reserve',
+          });
+
+          contractorOnboardingBag.refetchEmployment();
+          return;
+        }
+      } else if (contractorOnboardingBag.employmentId) {
         const data = await employmentInviteMutationAsync({
           employment_id: contractorOnboardingBag.employmentId,
         });
         if (data) {
           await onSuccess?.({
-            data: data as SuccessResponse,
+            data: data,
             employmentStatus: 'invited',
           });
           contractorOnboardingBag.refetchEmployment();
@@ -78,11 +103,11 @@ export function OnboardingInvite({
     throw new Error(`Button component not found`);
   }
 
-  const disabled = Boolean(
+  const disabled =
     employmentInviteMutation.isPending ||
-      !contractorOnboardingBag.canInvite ||
-      props.disabled,
-  );
+    createReserveInvoiceMutation.isPending ||
+    !contractorOnboardingBag.canInvite ||
+    props.disabled;
 
   return (
     <CustomButton
@@ -94,7 +119,7 @@ export function OnboardingInvite({
       }}
     >
       {render({
-        employmentStatus: 'invited',
+        status: isReserveFlow ? 'create_reserve' : 'invite',
       })}
     </CustomButton>
   );

src/flows/ContractorOnboarding/hooks.tsx

@@ -384,8 +384,8 @@ export const useContractorOnboarding = ({
   );
 
   const { data: contractDocuments, isLoading: isLoadingContractDocuments } =
-    useGetContractDocuments(employmentId as string, {
-      enabled: Boolean(employmentId),
+    useGetContractDocuments(internalEmploymentId as string, {
+      enabled: Boolean(internalEmploymentId),
     });
 
   useEffect(() => {
@@ -1034,13 +1034,14 @@ export const useContractorOnboarding = ({
       }
 
       case 'contract_preview': {
-        return signContractDocumentMutationAsync({
+        const response = await signContractDocumentMutationAsync({
           employmentId: internalEmploymentId as string,
           contractDocumentId: internalContractDocumentId as string,
           payload: {
             signature: parsedValues.signature,
           },
         });
+        return response;
       }
       case 'pricing_plan': {
         const blockedProductsEligibility = [

src/flows/ContractorOnboarding/tests/ContractorOnboarding.test.tsx

@@ -47,6 +47,7 @@ import {
   mockCMOnlyResponse,
 } from '@/src/common/api/fixtures/contractors-subscriptions';
 import { mockBlockedEligibilityQuestionnaireResponse } from '@/src/common/api/fixtures/eligibility-questionnaire';
+import { mockContractorBasicInformationSchema } from '@/src/common/api/fixtures/contractors';
 
 const mockOnSubmit = vi.fn();
 const mockOnSuccess = vi.fn();
@@ -383,6 +384,9 @@ describe('ContractorOnboardingFlow', () => {
     mockRender.mockReset();
 
     server.use(
+      http.get('*/v1/countries/*/employment_basic_information*', () => {
+        return HttpResponse.json(mockContractorBasicInformationSchema);
+      }),
       http.get('*/v1/employments/:id', ({ params }) => {
         const employmentId = params?.id;
 
@@ -525,6 +529,7 @@ describe('ContractorOnboardingFlow', () => {
     nextButton.click();
 
     await screen.findByText(/Step: Pricing Plan/i);
+    await waitForElementToBeRemoved(() => screen.getByTestId('spinner'));
 
     await fillContractorSubscription();
 
@@ -571,6 +576,8 @@ describe('ContractorOnboardingFlow', () => {
     nextButton.click();
 
     await screen.findByText(/Step: Pricing Plan/i);
+    await waitForElementToBeRemoved(() => screen.getByTestId('spinner'));
+
     await fillContractorSubscription();
 
     await waitFor(() => {
@@ -686,6 +693,7 @@ describe('ContractorOnboardingFlow', () => {
     nextButton.click();
 
     await screen.findByText(/Step: Pricing Plan/i);
+    await waitForElementToBeRemoved(() => screen.getByTestId('spinner'));
 
     await fillContractorSubscription();
 
@@ -743,6 +751,7 @@ describe('ContractorOnboardingFlow', () => {
     nextButton.click();
 
     await screen.findByText(/Step: Pricing Plan/i);
+    await waitForElementToBeRemoved(() => screen.getByTestId('spinner'));
 
     await fillContractorSubscription();
 
@@ -1036,6 +1045,8 @@ describe('ContractorOnboardingFlow', () => {
     nextButton.click();
 
     await screen.findByText(/Step: Pricing Plan/i);
+    await waitForElementToBeRemoved(() => screen.getByTestId('spinner'));
+
     await fillContractorSubscription();
 
     nextButton = screen.getByText(/Next Step/i);
@@ -1209,6 +1220,8 @@ describe('ContractorOnboardingFlow', () => {
     nextButton.click();
 
     await screen.findByText(/Step: Pricing Plan/i);
+    await waitForElementToBeRemoved(() => screen.getByTestId('spinner'));
+
     await fillContractorSubscription();
 
     nextButton = screen.getByText(/Next Step/i);
@@ -1260,6 +1273,7 @@ describe('ContractorOnboardingFlow', () => {
     nextButton.click();
 
     await screen.findByText(/Step: Pricing Plan/i);
+    await waitForElementToBeRemoved(() => screen.getByTestId('spinner'));
 
     await fillContractorSubscription();
 
@@ -1815,6 +1829,7 @@ describe('ContractorOnboardingFlow', () => {
       nextButton.click();
 
       await screen.findByText(/Step: Pricing Plan/i);
+      await waitForElementToBeRemoved(() => screen.getByTestId('spinner'));
 
       await fillContractorSubscription('Contractor of Record');
 
@@ -1862,6 +1877,8 @@ describe('ContractorOnboardingFlow', () => {
 
       await screen.findByText(/Step: Pricing Plan/i);
 
+      await waitForElementToBeRemoved(() => screen.getByTestId('spinner'));
+
       await fillContractorSubscription('Contractor of Record');
 
       nextButton = screen.getByText(/Next Step/i);