add active SEP report task

lib/tasks/hbx_reports/active_sep_report.rake

@@ -0,0 +1,178 @@
+# frozen_string_literal: true
+
+require 'csv'
+# RAILS_ENV=production bundle exec rake reports:active_sep_report start_date="2026-01-01" end_date="2026-03-18"
+namespace :reports do
+  desc "Person Details report for people with active IVL SEPs"
+  task :active_sep_report => :environment do
+
+    start_date_str = ENV['start_date'].to_s.strip
+    end_date_str = ENV['end_date'].to_s.strip
+    start_date = Date.strptime(start_date_str, '%Y-%m-%d') if start_date_str.present?
+    end_date = Date.strptime(end_date_str, '%Y-%m-%d') if end_date_str.present?
+
+    if start_date.blank? || end_date.blank?
+      puts "Please provide start_date and end_date in YYYY-MM-DD format."
+      puts 'Example: bundle exec rake reports:active_sep_report start_date="2026-01-01" end_date="2026-03-18"'
+      exit
+    end
+
+    file_name = "#{Rails.root}/active_sep_report_#{start_date.strftime('%Y%m%d')}_#{end_date.strftime('%Y%m%d')}.csv"
+    puts "Generating Active SEP Report: #{file_name}" unless Rails.env.test?
+
+    ivl_qle_ids = QualifyingLifeEventKind.individual_market_events.map(&:id) +
+                  QualifyingLifeEventKind.individual_market_non_self_attested_events.map(&:id)
+
+    families = Family.where(
+      :special_enrollment_periods => {
+        '$elemMatch' => {
+          :start_on.lte => end_date,
+          :end_on.gte => start_date,
+          :qualifying_life_event_kind_id.in => ivl_qle_ids
+        }
+      }
+    ).order_by(:_id.asc)
+
+    total_count = families.count
+    count = 0
+    batch_size = 500
+    offset = 0
+
+    CSV.open(file_name, "w") do |csv|
+      csv << [
+        "Family HBX ID",
+        "Primary HBX ID",
+        "Consumer HBX ID",
+        "Consumer Name",
+        "Email Address",
+        "AI/AN Indicator",
+        "Tribe State",
+        "Tribe Name",
+        "Phone Number",
+        "Home Address",
+        "Mailing Address",
+        "Contact Method",
+        "Household Size",
+        "Name of SEP Used",
+        "SEP Start Date",
+        "SEP End Date",
+        "Plan Type",
+        "Carrier",
+        "Plan Title",
+        "Net Annual Income",
+        "Is Broker Assisted",
+        "Broker Name"
+      ]
+
+      while offset < total_count
+        families.no_timeout.offset(offset).limit(batch_size).each do |family|
+
+          person = family.primary_person
+          next unless person.present?
+
+          active_seps = family.special_enrollment_periods.select do |sep|
+            sep.start_on.present? &&
+              sep.end_on.present? &&
+              sep.start_on <= end_date &&
+              sep.end_on >= start_date &&
+              ivl_qle_ids.include?(sep.qualifying_life_event_kind_id)
+          end
+
+          next if active_seps.blank?
+
+          primary_hbx_id = person.hbx_id
+          family_hbx_id = family.hbx_assigned_id
+          household_size = family.active_family_members.count
+
+        # Enrollment info (latest active IVL enrollment for the family)
+          latest_enrollment = family.hbx_enrollments
+                                    .individual_market
+                                    .where(:aasm_state.in => HbxEnrollment::ENROLLED_AND_RENEWAL_STATUSES)
+                                    .order_by(created_at: :desc)
+                                    .first
+
+          plan_type = latest_enrollment&.product&.kind&.to_s
+          carrier = latest_enrollment&.product&.issuer_profile&.legal_name
+          plan_title = latest_enrollment&.product&.title
+
+        # Net annual income from latest determined FA application
+          net_annual_income = nil
+          if ::EnrollRegistry.feature_enabled?(:financial_assistance)
+            latest_app = ::FinancialAssistance::Application.where(
+              family_id: family.id,
+              aasm_state: 'determined'
+            ).order_by(submitted_at: :desc).first
+
+            if latest_app.present?
+              primary_applicant = latest_app.primary_applicant
+              net_annual_income = primary_applicant&.net_annual_income&.to_f
+            end
+          end
+
+        # Broker info
+          broker_account = family.active_broker_agency_account
+          is_broker_assisted = broker_account.present? ? "Yes" : "No"
+          broker_name = broker_account&.writing_agent&.person&.full_name
+
+          family.active_family_members.each do |family_member|
+            consumer = family_member.person
+            next unless consumer.present?
+
+            # Consumer level details
+            consumer_hbx_id = consumer.hbx_id
+            consumer_name = consumer.full_name
+            email = consumer.home_email&.address || consumer.emails&.first&.address
+            ai_an = consumer.indian_tribe_member ? "Yes" : "No"
+            tribe_state = consumer.tribal_state
+            tribe_name = consumer.tribal_name
+            phone = consumer.work_phone_or_best
+
+            home_addr = consumer.home_address
+            home_address_str = ([home_addr.address_1, home_addr.address_2, home_addr.city, home_addr.state, home_addr.zip].compact.reject(&:blank?).join(', ') if home_addr)
+
+            mail_addr = consumer.has_mailing_address? ? consumer.addresses.detect { |a| a.kind == "mailing" } : nil
+            mailing_address_str = ([mail_addr.address_1, mail_addr.address_2, mail_addr.city, mail_addr.state, mail_addr.zip].compact.reject(&:blank?).join(', ') if mail_addr)
+
+            contact_method = consumer.consumer_role&.contact_method
+
+            active_seps.each do |sep|
+              csv << [
+                family_hbx_id,
+                primary_hbx_id,
+                consumer_hbx_id,
+                consumer_name,
+                email,
+                ai_an,
+                tribe_state,
+                tribe_name,
+                phone,
+                home_address_str,
+                mailing_address_str,
+                contact_method,
+                household_size,
+                sep.title,
+                sep.start_on&.strftime("%m/%d/%Y"),
+                sep.end_on&.strftime("%m/%d/%Y"),
+                plan_type,
+                carrier,
+                plan_title,
+                net_annual_income,
+                is_broker_assisted,
+                broker_name
+              ]
+            end
+          end
+
+          count += 1
+          puts "#{count}/#{total_count} families processed at #{Time.now}" if count % 1000 == 0
+        rescue StandardError => e
+          puts "Error processing family #{family.hbx_id}: #{e.message}"
+
+        end
+        offset += batch_size
+      end
+    end
+
+    puts "***** Successfully generated report: #{file_name} ******" unless Rails.env.test?
+  end
+end