Layout

app/helpers/dossier_helper.rb

@@ -108,6 +108,10 @@ module DossierHelper
   end
 
   def demandeur_dossier(dossier)
+    if dossier.procedure.for_individual? && dossier.for_tiers?
+      return t('shared.dossiers.beneficiaire', mandataire: dossier.mandataire_full_name, beneficiaire: "#{dossier&.individual&.prenom} #{dossier&.individual&.nom}")
+    end
+
     if dossier.procedure.for_individual?
       return "#{dossier&.individual&.nom} #{dossier&.individual&.prenom}"
     end

app/views/agent_connect/agent/index.html.haml

@@ -33,6 +33,10 @@
               %legend.fr-fieldset__legend#new-account-legend
                 %h2.fr-h6= I18n.t('views.users.sessions.new.subtitle')
 
+              = render Dsfr::AlertComponent.new(state: :info, size: :sm, extra_class_names: 'fr-mb-2w') do |c|
+                - c.body do
+                  = t('views.users.sessions.new.for_tiers_alert')
+
               .fr-fieldset__element
                 %p.fr-text--sm= t('utils.mandatory_champs')
 

app/views/shared/dossiers/_demande.html.haml

@@ -27,10 +27,11 @@
             = link_to t('views.shared.dossiers.demande.edit_identity'), identite_dossier_path(dossier), class: 'fr-py-3v fr-btn fr-btn--tertiary-no-outline'
 
 
-      = render partial: "shared/dossiers/user_infos", locals: { user_deleted: dossier.user_deleted?, email: dossier.user_email_for(:display) }
+      = render partial: "shared/dossiers/user_infos", locals: { user_deleted: dossier.user_deleted?, email: dossier.user_email_for(:display), for_tiers: dossier.for_tiers? }
+
 
       - if dossier.individual.present?
-        = render partial: "shared/dossiers/identite_individual", locals: { individual: dossier.individual }
+        = render partial: "shared/dossiers/identite_individual", locals: { dossier: dossier }
 
       - if dossier.etablissement.present?
         .fr-mt-1w.fr-mb-4w.fr-px-2w

app/views/shared/dossiers/_identite_individual.html.haml

@@ -1,16 +1,27 @@
+- if dossier.for_tiers?
+
+  = render Dossiers::RowShowComponent.new(label: t('views.users.dossiers.identite.mandataire')) do |c|
+    - c.with_value do
+      %p= t('views.users.dossiers.identite.act_as_mandataire', mandataire: dossier.mandataire_full_name)
+
 = render Dossiers::RowShowComponent.new(label: t('views.users.dossiers.identite.civility')) do |c|
   - c.with_value do
-    %p= individual.gender
+    %p= dossier.individual.gender
 
 = render Dossiers::RowShowComponent.new(label: t('views.users.dossiers.identite.first_name')) do |c|
   - c.with_value do
-    %p= individual.prenom
+    %p= dossier.individual.prenom
 
 = render Dossiers::RowShowComponent.new(label: t('views.users.dossiers.identite.last_name')) do |c|
   - c.with_value do
-    %p= individual.nom
+    %p= dossier.individual.nom
 
-- if individual.birthdate.present?
+- if dossier.individual.birthdate.present?
   = render Dossiers::RowShowComponent.new(label: t('views.users.dossiers.identite.birthdate')) do |c|
     - c.with_value do
-      %p= try_format_date(individual.birthdate)
+      %p= try_format_date(dossier.individual.birthdate)
+
+- if dossier.for_tiers? && dossier.individual.email?
+  = render Dossiers::RowShowComponent.new(label: t('activerecord.attributes.individual.email')) do |c|
+    - c.with_value do
+      %p= dossier.individual.email

app/views/shared/dossiers/_user_infos.html.haml

@@ -1,3 +1,3 @@
-= render Dossiers::RowShowComponent.new(label: 'Email', profile: @profile) do |c|
+= render Dossiers::RowShowComponent.new(label: for_tiers ?  t('views.users.dossiers.identite.mandataire_email') : 'Email', profile: @profile) do |c|
   - c.with_value do
     = user_deleted ? "#{email} (l’usager a supprimé son compte)" : email

app/views/users/dossiers/_dossiers_list.html.haml

@@ -13,9 +13,8 @@
             - else
               = dossier.procedure.libelle
 
-          - if demandeur_dossier(dossier).present?
-            %p.fr-icon--sm.fr-icon-user-line
-              = demandeur_dossier(dossier)
+          %p.fr-icon--sm.fr-icon-user-line
+            = demandeur_dossier(dossier)
 
           - if dossier.hidden_by_user?
             %p.fr-icon--sm.fr-icon-delete-line

app/views/users/dossiers/_identity_dropdown.html.haml

@@ -1,10 +1,10 @@
 = render Dropdown::MenuComponent.new(wrapper: :div, wrapper_options: { class: ['dossier-show', 'edit-identity-action'] }, menu_options: {  class:['edit-identity-content'] }) do |menu|
   - menu.with_button_inner_html do
-    = t("views.shared.dossiers.demande.my_identity")
+    = t("views.shared.dossiers.demande.individual_identity")
 
   - menu.with_form do
     - if dossier.procedure.for_individual
-      = render partial: "shared/dossiers/identite_individual", locals: { individual: dossier.individual }
+      = render partial: "shared/dossiers/identite_individual", locals: { dossier: dossier }
 
       = link_to t('views.shared.dossiers.demande.edit_identity'), identite_dossier_path(dossier), class: 'fr-btn fr-btn--secondary fr-btn--sm fr-my-1w'
 
@@ -12,4 +12,3 @@
       = render partial: "shared/dossiers/identite_entreprise", locals: { etablissement: dossier.etablissement, short_identity: true, profile: "usager" }
 
       = link_to t('views.shared.dossiers.demande.edit_siret'), siret_dossier_path(dossier), class: 'fr-btn fr-btn--secondary fr-btn--sm fr-my-1w'
-

app/views/users/dossiers/identite.html.haml

@@ -3,37 +3,97 @@
 = render partial: "shared/dossiers/submit_is_over", locals: { dossier: @dossier }
 
 - if !dossier_submission_is_closed?(@dossier)
-  = form_for @dossier.individual, url: update_identite_dossier_path(@dossier), html: { class: "form" } do |f|
+  = form_for @dossier, url: update_identite_dossier_path(@dossier), html: { class: "form",  "data-controller" => "for-tiers" } do |f|
+
+    %fieldset#radio-rich-hint.fr-fieldset{ "aria-labelledby" => "radio-rich-hint-legend radio-rich-hint-messages" }
+      %legend#radio-rich-hint-legend.fr-fieldset__legend--regular.fr-fieldset__legend
+        Ce dossier est
 
-    %fieldset.fr-fieldset
-      %legend.fr-fieldset__legend--regular.fr-fieldset__legend
-        %h2.fr-h4= t('views.users.dossiers.identite.identity_data')
       .fr-fieldset__element
-        %fieldset.fr-fieldset
-          %legend.fr-fieldset__legend--regular.fr-fieldset__legend
-            = t('activerecord.attributes.individual.gender')
-            = render EditableChamp::AsteriskMandatoryComponent.new
-          .fr-fieldset__element
-            .fr-radio-group
-              = f.radio_button :gender, Individual::GENDER_FEMALE, required: true, id: "identite_champ_radio_#{Individual::GENDER_FEMALE}"
-              %label.fr-label{ for: "identite_champ_radio_#{Individual::GENDER_FEMALE}" }
-                = Individual.human_attribute_name('gender.female')
-          .fr-fieldset__element
-            .fr-radio-group
-              = f.radio_button :gender, Individual::GENDER_MALE, required: true, id: "identite_champ_radio_#{Individual::GENDER_MALE}"
-              %label.fr-label{ for: "identite_champ_radio_#{Individual::GENDER_MALE}" }
-                = Individual.human_attribute_name('gender.male')
+        .fr-radio-group.fr-radio-rich
+          = f.radio_button :for_tiers, false, required: true, id: "radio-self-manage", "data-action" => "click->for-tiers#toggleFieldRequirements", "data-for-tiers-target" => "forTiers"
+          %label.fr-label{ for: "radio-self-manage" }
+            = t('activerecord.attributes.dossier.for_tiers.false')
+          .fr-radio-rich__img
+            %span.fr-icon-user-fill
+      .fr-fieldset__element
+        .fr-radio-group.fr-radio-rich
+          = f.radio_button :for_tiers, true, required: true, id: "radio-tiers-manage", "data-action" => "click->for-tiers#toggleFieldRequirements", "data-for-tiers-target" => "forTiers"
+          %label.fr-label{ for: "radio-tiers-manage" }
+            = t('activerecord.attributes.dossier.for_tiers.true')
+          .fr-radio-rich__img
+            %span.fr-icon-parent-fill
 
-      .fr-fieldset__element.fr-fieldset__element--short-text
-        = render Dsfr::InputComponent.new(form: f, attribute: :prenom, opts: { autocomplete: 'given-name' })
+      %div{ "data-for-tiers-target" => "mandataireBlock" }
+        .fr-alert.fr-alert--info.fr-mb-2w
+          %p.fr-notice__text= t('views.users.dossiers.identite.callout_text')
 
-      .fr-fieldset__element.fr-fieldset__element--short-text
-        = render Dsfr::InputComponent.new(form: f, attribute: :nom, opts: { autocomplete: 'family-name' })
+        %legend.fr-fieldset__legend--regular.fr-fieldset__legend
+          %h2.fr-h4= t('views.users.dossiers.identite.self_title')
 
-      - if @dossier.procedure.ask_birthday?
+        .fr-fieldset__element.fr-fieldset__element--short-text
+          = render Dsfr::InputComponent.new(form: f, attribute: :mandataire_first_name, opts: { "data-for-tiers-target" => "mandataireFirstName", id: 'mandataire_first_name' }) do |c|
+            - c.with_label do
+              = t('activerecord.attributes.dossier.mandataire_first_name')
+
+        .fr-fieldset__element.fr-fieldset__element--short-text
+          = render Dsfr::InputComponent.new(form: f, attribute: :mandataire_last_name, opts: { "data-for-tiers-target" => "mandataireLastName", id: 'mandataire_last_name' }) do |c|
+            - c.with_label do
+              = t('activerecord.attributes.dossier.mandataire_last_name')
+
+    = f.fields_for :individual do |individual|
+      %fieldset.fr-fieldset
+        %legend.fr-fieldset__legend--regular.fr-fieldset__legend{ "data-for-tiers-target" => "mandataireTitle" }
+          %h2.fr-h4= t('views.users.dossiers.identite.self_title')
+
+        %legend.fr-fieldset__legend--regular.fr-fieldset__legend.hidden{ "data-for-tiers-target" => "beneficiaireTitle" }
+          %h2.fr-h4= t('views.users.dossiers.identite.beneficiaire_title')
         .fr-fieldset__element
-          = render Dsfr::InputComponent.new(form: f, attribute: :birthdate, input_type: :date_field,
-            opts: { placeholder: 'Format : AAAA-MM-JJ', max: Date.today.iso8601, min: "1900-01-01", autocomplete: 'bday' })
+          %fieldset.fr-fieldset
+            %legend.fr-fieldset__legend--regular.fr-fieldset__legend
+              = t('activerecord.attributes.individual.gender')
+              = render EditableChamp::AsteriskMandatoryComponent.new
+            .fr-fieldset__element
+              .fr-radio-group
+                = individual.radio_button :gender, Individual::GENDER_FEMALE, required: true, id: "identite_champ_radio_#{Individual::GENDER_FEMALE}"
+                %label.fr-label{ for: "identite_champ_radio_#{Individual::GENDER_FEMALE}" }
+                  = Individual.human_attribute_name('gender.female')
+            .fr-fieldset__element
+              .fr-radio-group
+                = individual.radio_button :gender, Individual::GENDER_MALE, required: true, id: "identite_champ_radio_#{Individual::GENDER_MALE}"
+                %label.fr-label{ for: "identite_champ_radio_#{Individual::GENDER_MALE}" }
+                  = Individual.human_attribute_name('gender.male')
 
-      .fr-fieldset__element
-        = f.submit t('views.users.dossiers.identite.continue'), class: "fr-btn fr-btn--lg fr-my-2w"
+        .fr-fieldset__element.fr-fieldset__element--short-text
+          = render Dsfr::InputComponent.new(form: individual, attribute: :prenom, opts: { autocomplete: 'given-name', id: 'indiv_first_name' })
+
+        .fr-fieldset__element.fr-fieldset__element--short-text
+          = render Dsfr::InputComponent.new(form: individual, attribute: :nom, opts: { autocomplete: 'family-name', id: 'indiv_last_name' })
+
+        .width-100{ "data-for-tiers-target" => "beneficiaireNotificationBlock" }
+
+          .fr-fieldset__element
+            %fieldset.fr-fieldset
+              %legend.fr-fieldset__legend--regular.fr-fieldset__legend
+                = t('activerecord.attributes.individual.notification_method')
+                = render EditableChamp::AsteriskMandatoryComponent.new
+
+          - Individual.notification_methods.each do |method, _|
+            .fr-fieldset__element
+              .fr-radio-group
+                = individual.radio_button :notification_method, method, id: "notification_method_#{method}", "data-action" => "for-tiers#toggleFieldRequirements", "data-for-tiers-target" => "notificationMethod"
+                %label.fr-label{ for: "notification_method_#{method}" }
+                  = t("activerecord.attributes.individual.notification_methods.#{method}")
+
+
+          .fr-fieldset__element.fr-fieldset__element--short-text.hidden{ "data-for-tiers-target" => "email" }
+            = render Dsfr::InputComponent.new(form: individual, attribute: :email)
+
+
+        - if @dossier.procedure.ask_birthday?
+          .fr-fieldset__element
+            = render Dsfr::InputComponent.new(form: individual, attribute: :birthdate, input_type: :date_field,
+              opts: { placeholder: 'Format : AAAA-MM-JJ', max: Date.today.iso8601, min: "1900-01-01", autocomplete: 'bday' })
+
+    .fr-fieldset__element
+      = f.submit t('views.users.dossiers.identite.continue'), class: "fr-btn fr-btn--lg fr-my-2w"

config/locales/en.yml

@@ -341,7 +341,7 @@ en:
         demande:
           requester_identity: "Identity of the requester"
           requester_identity_updated_at: "updated on %{date}"
-          my_identity: "My identity"
+          individual_identity: "Your identity"
           form: "Form"
           edit_siret: "Edit SIRET"
           edit_identity: "Edit identity data"
@@ -392,7 +392,11 @@ en:
       dossiers:
         archived_dossier: "Your file will be kept %{duree_conservation_dossiers_dans_ds} more months"
         identite:
-          identity_data: Identity data
+          self_title: Your identity
+          mandataire: Mandatary
+          mandataire_email: Mandatary email
+          callout_text: "You are acting as a proxy for a principal, either professionally (such as accountant, lawyer) or personally (family). Make sure to respect the conditions of Articles 1984 to 1990 of the Civil Code."
+          beneficiaire_title: "Identity of the beneficiary"
           identity_siret: Identify your establishment
           civility: Civility
           first_name: First Name
@@ -404,6 +408,7 @@ en:
           annuaire_link_title: Search for a SIRET number in the Companies Directory
           siret_loading: Information retrieval…
           continue: Continue
+          act_as_mandataire: '%{mandataire} act on behalf of the beneficiary :'
         merci:
           thanks: Thank you!
           dossier_send_l1: Your file on the procedure
@@ -504,6 +509,7 @@ en:
           state_civil_servant: Are you a state civil servant?
           connect_with_agent_connect: Visit our dedicated page
           subtitle: "Sign in with my account"
+          for_tiers_alert: If you are completing a forme for someone else, you must use your own credentials.
       passwords:
         edit:
           subtitle: Change password

config/locales/fr.yml

@@ -342,7 +342,7 @@ fr:
           en_construction: "Date de dépôt du dossier"
           requester_identity: "Identité du demandeur"
           requester_identity_updated_at: "modifiée le %{date}"
-          my_identity: "Mon identité"
+          individual_identity: "Votre identité"
           form: "Sections du formulaire"
           edit_siret: "Modifier le SIRET"
           edit_identity: "Modifier l’identité"
@@ -397,7 +397,11 @@ fr:
       dossiers:
         archived_dossier: "Votre dossier sera conservé %{duree_conservation_dossiers_dans_ds} mois supplémentaire"
         identite:
-          identity_data: Identité du demandeur
+          self_title: Votre identité
+          mandataire: Mandataire
+          mandataire_email: Email du mandataire
+          callout_text: Vous agissez en tant que mandataire, soit professionnellement (comme expert-comptable, avocat) soit personnellement (famille). Assurez-vous de respecter les conditions des Articles 1984 à 1990 du Code civil.
+          beneficiaire_title: Identité du bénéficiaire
           identity_siret: Identifier votre établissement
           civility: Civilité
           first_name: Prénom
@@ -409,6 +413,7 @@ fr:
           annuaire_link_title: Rechercher un numéro de SIRET sur l’Annuaire des Entreprises
           siret_loading: Récupération des informations…
           continue: Continuer
+          act_as_mandataire: '%{mandataire}'
         merci:
           thanks: Merci !
           dossier_send_l1: Votre dossier sur la démarche
@@ -509,6 +514,7 @@ fr:
           state_civil_servant: Vous êtes agent de la fonction publique d’État ?
           connect_with_agent_connect: Accédez à notre page dédiée
           subtitle: "Se connecter avec son compte"
+          for_tiers_alert: Si vous remplissez un dossier pour un tiers, vous devez uitliser vos propres identifiants.
       passwords:
         edit:
           subtitle: Changement de mot de passe

config/locales/models/dossier/fr.yml

@@ -13,6 +13,11 @@ fr:
         state: "État"
         autorisation_donnees: Acceptation des CGU
         pending_correction: Demande de correction
+        mandataire_first_name: Prénom
+        mandataire_last_name: Nom
+        for_tiers:
+          false: Pour vous
+          true: "Pour un bénéficiaire : membre de la famille, proche, mandant..."
       dossier/state: &state
         brouillon: "Brouillon"
         en_construction: "En construction"

config/locales/models/individual/en.yml

@@ -6,6 +6,11 @@ en:
         nom: Last name
         prenom: First name
         birthdate: Date de naissance
+        email: Email
+        notification_method: "Notify beneficiary :"
+        notification_methods:
+          email: By e-mail
+          no_notification: No notification
       individual/gender:
         female: Ms
         male: Mr

config/locales/models/individual/fr.yml

@@ -6,6 +6,11 @@ fr:
         nom: Nom
         prenom: Prénom
         birthdate: Date de naissance
+        email: Email
+        notification_method: "Notifier le bénéficiaire :"
+        notification_methods:
+          email: Par e-mail
+          no_notification: Pas de notification
       individual/gender:
         female: Madame
         male: Monsieur

config/locales/shared.en.yml

@@ -1,6 +1,7 @@
 en:
   shared:
     dossiers:
+      beneficiaire: '%{beneficiaire}, file fill by %{mandataire}'
       france_connect_informations:
         details_no_name: "The file was submitted by a FranceConnect account."
         details: "The file was submitted by the account of %{name}."

config/locales/shared.fr.yml

@@ -1,6 +1,7 @@
 fr:
   shared:
     dossiers:
+      beneficiaire: '%{beneficiaire}, dossier rempli par %{mandataire}'
       france_connect_informations:
         details_no_name: "Le dossier a été déposé par un compte FranceConnect."
         details: "Le dossier a été déposé par le compte de %{name}."