Class: Opportunity::Copier

Inherits:
Object
  • Object
show all
Defined in:
app/services/opportunity/copier.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(opportunity, quotes_ids_to_copy = nil, options = {}) ⇒ Copier

Returns a new instance of Copier.



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# File 'app/services/opportunity/copier.rb', line 4

def initialize(opportunity, quotes_ids_to_copy = nil, options = {})
  @options = options
  @opportunity = opportunity
  @quote_ids ||= quotes_ids_to_copy || @opportunity.quote_ids
  @logger = options[:logger] || Rails.logger
end

Instance Attribute Details

#logger ⇒ Object (readonly)

Returns the value of attribute logger.



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# File 'app/services/opportunity/copier.rb', line 2

def logger
  @logger
end

#opportunity ⇒ Object (readonly)

Returns the value of attribute opportunity.



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# File 'app/services/opportunity/copier.rb', line 2

def opportunity
  @opportunity
end

#quote_ids ⇒ Object (readonly)

Returns the value of attribute quote_ids.



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# File 'app/services/opportunity/copier.rb', line 2

def quote_ids
  @quote_ids
end

#results ⇒ Object (readonly)

Returns the value of attribute results.



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# File 'app/services/opportunity/copier.rb', line 2

def results
  @results
end

Instance Method Details

#copy_to(customer, options = {}) ⇒ Object 



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# File 'app/services/opportunity/copier.rb', line 11

def copy_to(customer, options = {}, &)
  report = { errors: [], successes: [], new_opportunity: [] }
  total_steps = 4
  quotes = Quote.where(id: quote_ids)
  room_configurations = RoomConfiguration.joins(:quotes).merge(quotes)
  room_map = nil # declare outside of transaction scope
  Opportunity.transaction do
    yield(1, total_steps, 'Creating cloned opportunity') if block_given?
    # Create cloned opportunity
    @new_opportunity = @opportunity.deep_dup
    @new_opportunity.opportunity_participants.where(party_id: @opportunity.customer.id).destroy_all
    @new_opportunity.customer = customer
    @new_opportunity.contact_id = nil
    @new_opportunity.state = 'interest'
    @new_opportunity.primary_sales_rep_id = customer.primary_sales_rep_id
    @new_opportunity.secondary_sales_rep_id = customer.secondary_sales_rep_id
    @new_opportunity.local_sales_rep_id = customer.local_sales_rep_id
    # Only update source if opportunity doesn't have Google Ads attribution
    unless @new_opportunity.source_locked?
      @new_opportunity.source = customer.source if @new_opportunity.source.nil? || @new_opportunity.source.unknown_source?
    end
    @new_opportunity.save!

    # Copy RoomConfigurations and Quotes
    # We're going to do this in two step, first we will copy all rooms
    yield(2, total_steps, 'Copying room configurations') if block_given?
    # Defer room plan gen until out of transaction block
    room_map = RoomConfiguration::Copier.new(room_configurations, skip_room_plan_generation: true).copy_to(@new_opportunity, &).room_copy_results
    # Then each quote in turn, but feeding the room map
    yield(4, total_steps, 'Copying quotes configurations') if block_given?
    quotes.each do |quote|
      Quote::Copier.new(quote, skip_room_plan_generation: true).copy_to(@new_opportunity, room_map: room_map, &)
    end

    # customer.activities.create!(:new_note => "Opportunity: #{@new_opportunity.name} <br> Quote: #{quote_nos.to_sentence} <br> Copied to customer id: #{customer.id}") unless customer.nil?
    yield(3, total_steps, 'Finishing') if block_given?
    msgs = []
    msgs << "Copying Opportunity #{@opportunity.name} (#{@opportunity.reference_number}) to the target customer #{customer.full_name} (#{customer.reference_number}). New opportunity is #{@new_opportunity.reference_number}"
    # We remap the catalog, because you can copy to a new customer with a different catalog. This will also raise an error with strict mode and rollback if a catalog item cannot be matched
    msgs += @new_opportunity.reload.quotes.map { |q| CatalogItem::Remapper.new(q, { strict_mode: true, logger: logger }).fix_all }
    msg = msgs.join('. ')
    report[:successes] << msg
    report[:new_opportunity] << @new_opportunity.id.to_s
    logger.info msg
  rescue StandardError => e
    msg = "Cannot copy the opportunity #{@opportunity.name} (#{@opportunity.reference_number}) to the target customer #{customer.full_name} (#{customer.reference_number}) due to errors: #{e}"
    logger.error msg
    report[:errors] << msg
    raise ActiveRecord::Rollback
  end
  # Outside of the transaction block, we will load our new rooms and trigger plan generation
  if room_map.present?
    copied_rooms = RoomConfiguration.where(id: room_map.values)
    RoomConfiguration::Copier.generate_all_plans(copied_rooms)
  end
  report
end