Register trainee teachers - Importing funding data from CSVs

What is a trainee summary?

Trainee summaries contain (for each lead school or provider) the number of trainees receiving different types of funding, split by training route and subject.

What is a payment schedule?

Payment schedules contain (for each lead school or provider) the total amount of funding they are expected to receive each month, split by funding type.

Some of the months will contain actual amounts if funding has already been paid. The rest will contain predicted amounts.

Files we receive

Every month the funding team send us four funding-related CSVs. They will be named something like this:

SDS_subject_breakdown_{Month}.csv
- The trainee summary for lead schools.
- rake funding:import_lead_school_trainee_summaries[csv_path]
SDS_Profile_{Month}.csv
- The payment schedule for lead schools.
- rake funding:import_lead_school_payment_schedules[csv_path,first_predicted_month_index]
TB_summary_upload_{Month}.csv
- The trainee summary for providers.
- rake funding:import_provider_trainee_summaries[csv_path]
TB_Profile_{Month}.csv
- The payment schedule for providers.
- rake funding:import_provider_payment_schedules[csv_path,first_predicted_month_index]

For the payment schedules, we will also be told which months contain predicted values. If this is not clear, then reach out to the funding team to clarify.

How to import the data

Importing trainee summaries

Download the trainee summary file e.g. 'SDS_subject_breakdown_January.csv'

Copy the CSV to your clipboard

cat ~/Desktop/SDS_subject_breakdown_January.csv | pbcopy

Check that you've definitely copied the correct thing! Paste it somewhere
SSH onto register-worker-production, navigate into the app directory and create a new file
```
cf ssh register-worker-production
cd /app/tmp
cat > funding.csv
```
Paste the contents of your clipboard into the file and exit
```
cmd+v
ctrl+c
```

Run the associated rake task

bundle exec rake funding:import_lead_school_trainee_summaries['funding.csv']

Clean up after yourself!
```
rm funding.csv
```

Importing payment profiles

Follow the same steps as above, but run the payment schedule task:

bundle exec rake funding:import_lead_school_payment_schedules['funding.csv',2]

The second argument is the first predicted month. For example, January = 1, February = 2 etc.

Gotchas

TB_summary_upload_{Month}.csv are received every 2 months (so don't expect to see one each time)