Class: CreditApplicationForm

Inherits:
Object
  • Object
show all
Defined in:
app/forms/credit_application_form.rb

Overview

Form object for creating a CreditApplication along with its related
models: Customer, mailing + billing Addresses, and up to 4 Contacts
(primary, owner, purchasing agent, accounts payable).

Usage in CreditApplicationsController:

new action — build empty form for the view

@form = CreditApplicationForm.new
@form.prepare_for_new(customer: @customer, ...)

create action — build from params, validate, save

@form = CreditApplicationForm.new
@form.prepare_for_create(params: ..., customer: ..., ...)
if @form.save
redirect_to ...
else
@form.prepare_for_redisplay
render :new
end

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize ⇒ CreditApplicationForm

Returns a new instance of CreditApplicationForm.



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# File 'app/forms/credit_application_form.rb', line 27

def initialize
  @existing_contacts = []
  @same_addresses = false
  @errors = ActiveModel::Errors.new(self)
end

Instance Attribute Details

#accounts_payable_contact ⇒ Object (readonly)

Returns the value of attribute accounts_payable_contact.



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# File 'app/forms/credit_application_form.rb', line 23

def accounts_payable_contact
  @accounts_payable_contact
end

#billing_address ⇒ Object (readonly)

Returns the value of attribute billing_address.



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# File 'app/forms/credit_application_form.rb', line 23

def billing_address
  @billing_address
end

#credit_application ⇒ Object (readonly)

Returns the value of attribute credit_application.



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# File 'app/forms/credit_application_form.rb', line 23

def credit_application
  @credit_application
end

#customer ⇒ Object (readonly)

Returns the value of attribute customer.



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# File 'app/forms/credit_application_form.rb', line 23

def customer
  @customer
end

#errors ⇒ Object (readonly)

Returns the value of attribute errors.



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# File 'app/forms/credit_application_form.rb', line 33

def errors
  @errors
end

#existing_contacts ⇒ Object (readonly)

Returns the value of attribute existing_contacts.



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# File 'app/forms/credit_application_form.rb', line 23

def existing_contacts
  @existing_contacts
end

#mailing_address ⇒ Object (readonly)

Returns the value of attribute mailing_address.



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# File 'app/forms/credit_application_form.rb', line 23

def mailing_address
  @mailing_address
end

#owner ⇒ Object (readonly)

Returns the value of attribute owner.



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# File 'app/forms/credit_application_form.rb', line 23

def owner
  @owner
end

#primary_contact ⇒ Object (readonly)

Returns the value of attribute primary_contact.



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# File 'app/forms/credit_application_form.rb', line 23

def primary_contact
  @primary_contact
end

#purchasing_agent ⇒ Object (readonly)

Returns the value of attribute purchasing_agent.



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# File 'app/forms/credit_application_form.rb', line 23

def purchasing_agent
  @purchasing_agent
end

#same_addresses ⇒ Object (readonly)

Returns the value of attribute same_addresses.



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# File 'app/forms/credit_application_form.rb', line 23

def same_addresses
  @same_addresses
end

Instance Method Details

#prepare_for_create(credit_application_params:, customer_params:, mailing_address_params:, billing_address_params:, primary_contact_params:, owner_params:, purchasing_agent_params:, accounts_payable_contact_params:, customer:, existing_contacts: [], same_addresses: false) ⇒ Object

create action: build models from submitted params



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# File 'app/forms/credit_application_form.rb', line 54

def prepare_for_create(credit_application_params:, customer_params:,
                       mailing_address_params:, billing_address_params:,
                       primary_contact_params:, owner_params:,
                       purchasing_agent_params:, accounts_payable_contact_params:,
                       customer:, existing_contacts: [], same_addresses: false)
  @customer = customer
  @existing_contacts = existing_contacts
  @same_addresses = same_addresses

  @raw_ca_params = credit_application_params
  @raw_mailing_params = mailing_address_params
  @raw_billing_params = billing_address_params

  @credit_application = CreditApplication.new(credit_application_params)
  build_contacts_from_params(
    primary_contact_params:,
    owner_params:,
    purchasing_agent_params:,
    accounts_payable_contact_params:
  )
  @mailing_address = Address.new(mailing_address_params)
  @billing_address = Address.new(billing_address_params)

  @customer.full_name = customer_params[:full_name]
  @customer.profile_id = customer_params[:profile_id]
  @customer.mailing_address = @mailing_address if @customer.mailing_address.nil?
  @customer.email = @primary_contact.email if @customer.email.nil?

  @credit_application.customer = @customer
  self
end

#prepare_for_new(customer:, existing_contacts: [], same_addresses: false) ⇒ Object

new action: build empty models for the view



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# File 'app/forms/credit_application_form.rb', line 39

def prepare_for_new(customer:, existing_contacts: [], same_addresses: false)
  @customer = customer
  @existing_contacts = existing_contacts
  @same_addresses = same_addresses
  @credit_application = CreditApplication.new
  build_empty_contacts
  build_empty_addresses
  build_default_contact_points
  self
end

#prepare_for_redisplay ⇒ Object

Re-prepare the form for redisplay after a failed save



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# File 'app/forms/credit_application_form.rb', line 118

def prepare_for_redisplay
  build_default_contact_points
  reset_use_primary_ids
end

#reference_number ⇒ Object 



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# File 'app/forms/credit_application_form.rb', line 113

def reference_number
  @credit_application&.reference_number
end

#save ⇒ Object

save: validate all models, then persist in a transaction



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# File 'app/forms/credit_application_form.rb', line 90

def save
  @customer.valid?
  @credit_application.valid?
  @primary_contact.valid? if @credit_application.primary_contact_id.blank?

  unless @customer.valid? && @credit_application.valid?
    merge_errors_from(@customer, @credit_application)
    return false
  end

  resolve_addresses
  resolve_contacts

  ApplicationRecord.transaction do
    @customer.save!
    @credit_application.save!
  end
  true
rescue ActiveRecord::RecordInvalid => e
  errors.add(:base, e.message)
  false
end