Class: Merger::ContactMerger

Inherits:
BasePartyMerger
  • Object
show all
Defined in:
app/services/merger/contact_merger.rb

Overview

This class is designed to merge two customers

Class Method Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(contact_master, contact_duplicate) ⇒ ContactMerger

Returns a new instance of ContactMerger.



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# File 'app/services/merger/contact_merger.rb', line 21

def initialize(contact_master, contact_duplicate)
  @survivor = (contact_master.is_a?Contact) ? contact_master : Contact.find(contact_master)
  @duplicate = (contact_duplicate.is_a?Contact) ? contact_duplicate : Contact.find(contact_duplicate)
  @results = []
  @warnings = []
end

Class Method Details

.inventory(contact) ⇒ Object 



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# File 'app/services/merger/contact_merger.rb', line 5

def self.inventory(contact)
  [
    contact,
    contact.contact_points.to_a,
    contact.addresses.to_a,
    # contact.activities.to_a,
    contact.managed_employees.to_a,
    contact.opportunities.to_a,
    contact.orders.to_a,
    contact.spiff_orders.to_a,
    contact.spiff_enrollments.to_a,
    contact.support_case_participants.to_a,
    contact.room_plans.to_a
  ].flatten.compact.uniq
end

Instance Method Details

#perform_merge! ⇒ Object 



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# File 'app/services/merger/contact_merger.rb', line 28

def perform_merge!
  # Customer passed as @customer_duplicate will be destroyed if the merge is successful
  Contact.transaction do
    address_remap = {}
    contact_point_remap = {}
    address_remap = {}
    @survivor.merged_from_ids ||= []
    @survivor.merged_from_ids << @duplicate.id

    @results << "Contact #{@duplicate.id} #{@duplicate.name} is a duplicate of #{@survivor.id} #{@survivor.name}, merging"
    # Move other things like contact points, activities, etc.
    @duplicate.contact_points.each do |ccp|
      if detected_dupe = @survivor.contact_points.detect{|cp2| cp2.detail == ccp.detail and cp2.category == ccp.category }
        @results << "Contact #{@duplicate.id}'s Contact Point #{ccp.id} #{ccp.category} #{ccp.detail} was ignored since it already exits in Contact #{@survivor.id}"
        contact_point_remap[ccp.id] = detected_dupe.id
      else
        @results << "Contact #{@duplicate.id}'s Contact Point #{ccp.id} #{ccp.category} #{ccp.detail} was added"
        contact_point_remap[ccp.id] = ccp.id
        @survivor.contact_points << ccp
      end
    end


    # Move contact addresses into the surviving contact unless duplicates
    @duplicate.addresses.each do |cad|
      if detected_dupe = @survivor.addresses.detect{|cad2| cad2 == cad}
        @results << "Contact #{@duplicate.id}'s Address id #{cad.id} will be ignored as it is a duplicate of address id #{detected_dupe.id} in Contact id #{@survivor.id} #{@survivor.name}"
        address_remap[cad.id] = detected_dupe.id
      else
        @results << "Contact #{@duplicate.id}'s Address id #{cad.id} will be to Contact id #{@survivor.id} #{@survivor.name}"
        cad.update_column(:party_id, @survivor.id)
      end
    end

    # Reload duplicate to pick up any DB-level changes (e.g., ON DELETE nullify
    # cascades that may have nullified FK references like profile_image_id if a
    # previous contact merge in this batch destroyed a shared image).
    @duplicate.reload

    # Grab everything else
    @survivor.attributes = @duplicate.attributes.merge(@survivor.attributes) {|k,oldval,newval| newval.blank? ? oldval : newval }

    # Safety check: ensure profile_image still exists before saving.
    # A previous contact merge in the same batch may have cascade-deleted a
    # shared image via dependent: :destroy on belongs_to :profile_image.
    if @survivor.profile_image_id.present? && !Image.exists?(@survivor.profile_image_id)
      @survivor.profile_image_id = nil
    end

    @survivor.save!

    # Remap
    if @duplicate.activities.present?
      @results << "Contact #{@duplicate.id}'s Activities (#{@duplicate.activities.pluck(:id).join(',')}) moved to contact id #{@survivor.id} #{@survivor.name}"
      @duplicate.activities.each do |a|
          a.update(
              party_id: @survivor.id,
              customer_id: @survivor.customer_id,
              notes: a.notes.presence || a.description || '-'
          )
      end
    end

    # credit applications
    @duplicate.primary_contact_credit_applications.update_all(primary_contact_id: @survivor.id)
    @duplicate.owner_credit_applications.update_all(owner_id: @survivor.id)
    @duplicate.accounts_payable_credit_applications.update_all(accounts_payable_contact_id: @survivor.id)
    @duplicate.purchasing_agent_credit_applications.update_all(purchasing_agent_id: @survivor.id)

    # managed employees
    if @duplicate.managed_employees.present?
      @results << "Contact #{@duplicate.id}'s Managed Employees (#{@duplicate.managed_employees.pluck(:id).join(',')}) moved to contact id #{@survivor.id} #{@survivor.name}"
      @duplicate.managed_employees.update_all("parent_id = #{@survivor.id}")
    end

    # opportunities
    if @duplicate.opportunities.present?
      @results << "Contact #{@duplicate.id}'s Opportunities (#{@duplicate.opportunities.pluck(:id).join(',')}) moved to contact id #{@survivor.id} #{@survivor.name}"
      @duplicate.opportunities.update_all("contact_id = #{@survivor.id}")
    end

    # orders
    if @duplicate.orders.present?
      @results << "Contact #{@duplicate.id}'s orders (#{@duplicate.orders.pluck(:id).join(',')}) moved to contact id #{@survivor.id} #{@survivor.name}"
      @duplicate.orders.update_all("contact_id = #{@survivor.id}")
    end

    # spiff orders
    if @duplicate.spiff_orders.present?
      @results << "Contact #{@duplicate.id}'s spiff_orders (#{@duplicate.spiff_orders.pluck(:id).join(',')}) moved to contact id #{@survivor.id} #{@survivor.name}"
      @duplicate.spiff_orders.update_all("spiff_rep_id = #{@survivor.id}")
    end

    # spiff enrollments
    @duplicate.spiff_enrollments.each do |se|
      @results << "Contact #{@duplicate.id}'s spiff enrollment #{se.id} moved"
      @survivor.spiff_enrollments << se
    end

    # visits
    @duplicate.visits.update_all(user_id: @survivor.id)

    # room plans
    @duplicate.room_plans.update_all(party_id: @survivor.id)

    @survivor.activities.create(:new_note => "Contact Merge Results.\n#{@results.join('\n')}\n\nWarnings: #{@warnings.join('\n')}")

    append_results merge_destination_call_records(@duplicate, @survivor)
    append_results merge_origin_call_records(@duplicate, @survivor)
    append_results merge_origin_call_logs(@duplicate, @survivor)
    append_results merge_destination_call_logs(@duplicate, @survivor)
    append_results merge_queue_call_logs(@duplicate, @survivor)
    append_results merge_inbound_communications(@duplicate, @survivor)
    append_results merge_party_topics(@duplicate, @survivor)
    append_results merge_support_case_participants(@duplicate, @survivor)
    append_results merge_opportunity_participants(@duplicate, @survivor)
    append_results merge_sms_messages(@duplicate, @survivor)

    @duplicate.reload #ensure no stale links remain

    # Detach profile_image from the duplicate before destroying it.
    # The duplicate's image may have been transferred to the survivor via
    # the mass attribute merge. Without this, dependent: :destroy would
    # cascade-delete the image that the survivor now references.
    detach_shared_profile_image(@duplicate)

    @duplicate.destroy
    @results
  end
end