Class: CreditApplication

Inherits:
ApplicationRecord show all
Includes:
Models::Auditable, Models::LiquidMethods
Defined in:
app/models/credit_application.rb

Overview

== Schema Information

Table name: credit_applications
Database name: primary

id :integer not null, primary key
annual_sales :string(255)
bank_account_number :string(255)
bank_account_type :string(255)
bank_address :text
bank_contact :string(255)
bank_fax :string(255)
bank_name :string(255)
bank_phone :string(255)
business_description :string(255)
business_start_date :date
business_type :string(255)
confirm_application_truth :boolean
dba_name :string(255)
employees :string(255)
floor_heating_jobs :string(255)
has_parent_company :boolean
merchandise_for_resale :boolean
notes :text
parent_company_details :text
reference_number :string(255) not null
signature_name :string(255)
signature_title :string(255)
state :string(255)
stores :string(255)
tax_number :string(255)
trade_reference_1_address :text
trade_reference_1_fax :string(255)
trade_reference_1_name :string(255)
trade_reference_1_phone :string(255)
trade_reference_2_address :text
trade_reference_2_fax :string(255)
trade_reference_2_name :string(255)
trade_reference_2_phone :string(255)
trade_reference_3_address :text
trade_reference_3_fax :string(255)
trade_reference_3_name :string(255)
trade_reference_3_phone :string(255)
created_at :datetime
updated_at :datetime
accounts_payable_contact_id :integer
creator_id :integer
customer_id :integer
owner_id :integer
primary_contact_id :integer
purchasing_agent_id :integer
updater_id :integer

Indexes

idx_owner_id (owner_id)
idx_primary_contact_id (primary_contact_id)
idx_purchasing_agent_id (purchasing_agent_id)
idx_reference_number (reference_number)
index_credit_applications_on_accounts_payable_contact_id (accounts_payable_contact_id)
index_credit_applications_on_customer_id (customer_id)

Foreign Keys

fk_rails_... (accounts_payable_contact_id => parties.id)
fk_rails_... (customer_id => parties.id)
fk_rails_... (owner_id => parties.id)
fk_rails_... (primary_contact_id => parties.id)
fk_rails_... (purchasing_agent_id => parties.id)

Constant Summary collapse

REFERENCE_NUMBER_PATTERN = 
/^CA\d+$/i

Constants included from Models::Auditable

Models::Auditable::ALWAYS_IGNORED

Instance Attribute Summary collapse

Belongs to collapse

Methods included from Models::Auditable

#creator, #updater

Class Method Summary collapse

Instance Method Summary collapse

Methods included from Models::Auditable

#all_skipped_columns, #audit_reference_data, #should_not_save_version, #stamp_record

Methods inherited from ApplicationRecord

ransackable_associations, ransackable_attributes, ransackable_scopes, ransortable_attributes, #to_relation

Methods included from Models::EventPublishable

#publish_event

Instance Attribute Details

#annual_sales ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#bank_account_number ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#bank_account_type ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#bank_address ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#bank_contact ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#bank_name ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#bank_phone ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#billing_same_as_mailing ⇒ Object

Returns the value of attribute billing_same_as_mailing.



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# File 'app/models/credit_application.rb', line 81

def billing_same_as_mailing
  @billing_same_as_mailing
end

#business_description ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#business_start_date ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#business_type ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#confirm_application_truth ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 100

validates :confirm_application_truth, acceptance: { accept: true }

#employees ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#floor_heating_jobs ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#has_parent_company ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 98

validates :merchandise_for_resale, :has_parent_company, inclusion: { in: [true, false] }

#merchandise_for_resale ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 98

validates :merchandise_for_resale, :has_parent_company, inclusion: { in: [true, false] }

#parent_company_details ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 99

validates :parent_company_details, presence: true, if: :has_parent_company?

#signature_name ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#signature_title ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#stores ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#tax_number ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#trade_reference_1_address ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#trade_reference_1_name ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#trade_reference_1_phone ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#trade_reference_2_address ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#trade_reference_2_name ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#trade_reference_2_phone ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#trade_reference_3_address ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#trade_reference_3_name ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

#trade_reference_3_phone ⇒ Object (readonly) 



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# File 'app/models/credit_application.rb', line 89

validates	:annual_sales, :employees, :stores, :floor_heating_jobs, :business_start_date, :business_description,
:business_type, :tax_number,
:trade_reference_1_name, :trade_reference_1_address, :trade_reference_1_phone,
:trade_reference_2_name, :trade_reference_2_address, :trade_reference_2_phone,
:trade_reference_3_name, :trade_reference_3_address, :trade_reference_3_phone,
:bank_name, :bank_contact, :bank_address, :bank_phone, :bank_account_type, :bank_account_number,
:signature_name, :signature_title,
presence: true

Class Method Details

.states_for_select ⇒ Object 



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# File 'app/models/credit_application.rb', line 130

def self.states_for_select
  state_machines[:state].states.map { |s| [s.human_name, s.value] }
end

Instance Method Details

#accounts_payable_contact ⇒ Contact

Returns:

See Also:



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# File 'app/models/credit_application.rb', line 78

belongs_to :accounts_payable_contact, class_name: 'Contact', optional: true

#create_decision_activity(decision, email_template) ⇒ Object 



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# File 'app/models/credit_application.rb', line 134

def create_decision_activity(decision, email_template)
  activity = Activity.new(activity_type_id: ActivityTypeConstants::CRDAPP, target_datetime: Time.current, completion_datetime: Time.current, notes: "Credit Application #{decision}. Accounting Notes: #{notes}",
assigned_resource_id: CurrentScope.user_id, activity_result_type_id: 2, party_id: customer_id, resource: self)
  activity.save!
  com = CommunicationBuilder.new(resource: self, template_system_code: email_template, recipient_contact_point_id: begin
    primary_contact.first_contact_point_by_category(ContactPoint::EMAIL).id
  rescue StandardError
    nil
  end).create
end

#customer ⇒ Customer

Returns:

See Also:



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# File 'app/models/credit_application.rb', line 75

belongs_to :customer, optional: true

#owner ⇒ Contact

Returns:

See Also:



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# File 'app/models/credit_application.rb', line 77

belongs_to :owner, class_name: 'Contact', optional: true

#primary_contact ⇒ Contact

Returns:

See Also:



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# File 'app/models/credit_application.rb', line 76

belongs_to :primary_contact, class_name: 'Contact', optional: true

#purchasing_agent ⇒ Contact

Returns:

See Also:



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# File 'app/models/credit_application.rb', line 79

belongs_to :purchasing_agent, class_name: 'Contact', optional: true

#to_s ⇒ Object 



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# File 'app/models/credit_application.rb', line 145

def to_s
  "Credit Application # #{reference_number}"
end