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Download IRS Revocation list and mark charities as inactive

http://apps.irs.gov/app/eos/forwardToRevokeDownload.do

Notes on revocation list format: http://apps.irs.gov/app/eos/forwardToRevokeDownloadLayout.do

Rake task should:

  • Download IRS Revocation List
  • Extract list
  • Parse list (test data only uses the first ~300 rows)

Exemption Reinstatement Date is NULL: Charity should be inactive

Exemption Reinstatement Date is not NULL: Charity should be active

  • If the charity is active in the DB:
    • has pages, make no changes. Email for manual confirmation to make inactive.
    • has no pages, mark as inactive. Add to email for reference.
  • If a charity is inactive in the DB:
    • is active in Exemption List, Email for manual confirmation to make active.
    • is inactive in Exemption List, do nothing.
  • If a charity cannot be found in DB, do nothing.

One email should be sent including a list of:

  • Charities that require manual confirmation to make inactive
  • Charities that require manual confirmation to make active
  • Charities that have been automatically removed
  • Confirmation that the import was successful if the above lists are empty

To get started This will drop and reseed the local database with test data, from seeds.yml

rake db:seed

Expected:

Manually confirmed charities to make inactive:

  • PTA FLORIDA CONGRESS
  • WEBB RIVER VALLEY SPORTSMENS CLUB

Manually confirmed charities to make active:

  • MASSACHUSETTS MODERATORS
  • BEARNSTOW

Automatically marked as inactive:

  • THE PUMPKIN PATCH FOR KIDS
  • COUNCIL OF CHURCHES OF THE ISLANDS

Nice to haves:

  • Speed of processing, processing ~600k records and counting not ideal
    • eg. Optimize to only check Exemption Reinstatement Date since last import
  • NO OP option to allow for emailing a list without updating anything.
  • Attaching of a CSV of rows for each list
    • CSV should reference both the IRS data and the DB data
  • Include summary data
    • Include total records processed
    • Total records ignored
    • Total records added to each list
    • Job execution time

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