Class: Opportunity::Mover

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

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(opportunity, options = {}) ⇒ Mover

Returns a new instance of Mover.



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

def initialize(opportunity, options = {})
  @options = options
  @opportunity = opportunity
  @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/mover.rb', line 2

def logger
  @logger
end

#opportunity ⇒ Object (readonly)

Returns the value of attribute opportunity.



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

def opportunity
  @opportunity
end

#results ⇒ Object (readonly)

Returns the value of attribute results.



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

def results
  @results
end

Instance Method Details

#convert_catalog(itemizable, catalog) ⇒ Object 



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# File 'app/services/opportunity/mover.rb', line 88

def convert_catalog(itemizable, catalog)
  cm = CatalogItem::Remapper.new(itemizable, { logger: @logger, target_catalog: catalog })
  cm.fix_catalog
end

#move_quote(quote, customer) ⇒ Object 



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# File 'app/services/opportunity/mover.rb', line 64

def move_quote(quote, customer)
  # quote.primary_sales_rep_id = customer.primary_sales_rep_id
  # quote.secondary_sales_rep_id = customer.secondary_sales_rep_id
  # quote.local_sales_rep_id ||= customer.local_sales_rep_id
  quote.shipping_address = customer.shipping_address
  quote.pricing_program_description = customer.pricing_program_description
  quote.pricing_program_discount = customer.pricing_program_discount
  quote.state = 'pending' unless quote.complete?
  quote.contact_points.clear # Clear out to be safe
  quote.save!
  quote.reload
  convert_catalog quote, customer.catalog
  # NOTE: engineering prefers to keep all for context
  quote.uploads.each { |u| u.update(category: 'archive', note: "Was #{u.category}") }
end

#move_room_configuration(room_configuration, customer) ⇒ Object 



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# File 'app/services/opportunity/mover.rb', line 80

def move_room_configuration(room_configuration, customer)
  convert_catalog room_configuration, customer.catalog
  # NOTE: engineering prefers to keep all for context
  room_configuration.uploads.where(category: %w[electrical_plan_pdf installation_plan_pdf]).each { |u| u.update(category: 'archive', note: "Was #{u.category}") }
  # Queue for regeneration
  GenerateRoomPlansWorker.perform_async(room_configuration.id)
end

#move_to(customer) ⇒ Object 



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# File 'app/services/opportunity/mover.rb', line 10

def move_to(customer)
  @results = []
  success = false

  if @opportunity.orders.active.non_carts.present?
    @results << 'Cannot move an opportunity with active orders, cancel them before.'
    return false
  end

  Opportunity.transaction do
    # Garbage stays behind
    @opportunity.orders.cancelled.each(&:destroy)
    @opportunity.orders.carts.each(&:destroy)

    # Name collision detection
    @opportunity.name = Opportunity.get_unique_name(customer, @opportunity.name)
    # Remove the original customer from the participants
    @opportunity.opportunity_participants.where(party_id: @opportunity.customer.id).destroy_all
    # Map a new customer
    @opportunity.customer = customer
    @opportunity.contact_id = nil
    @opportunity.primary_sales_rep_id = customer.primary_sales_rep_id
    @opportunity.secondary_sales_rep_id = customer.secondary_sales_rep_id
    @opportunity.local_sales_rep_id ||= customer.local_sales_rep_id
    # Only update source if opportunity doesn't have Google Ads attribution
    unless @opportunity.source_locked?
      @opportunity.source = customer.source if @opportunity.source.nil? || @opportunity.source.unknown_source?
    end
    @opportunity.save!
    @opportunity.room_configurations.each { |room_configuration| move_room_configuration(room_configuration, customer) }
    @opportunity.quotes.each { |quote| move_quote(quote, customer) }

    # All of this opportunitie's activities need to be remapped to the new customer
    @opportunity.linked_activities.each do |a|
      a.new_note = "Moved from #{a.customer&.full_name} to #{@opportunity.customer.full_name} during opportunity move"
      a.customer = @opportunity.customer
      a.party = @opportunity.customer
      a.save!
    end

    quote_nos = @opportunity.quotes.pluck(:reference_number)
    customer.activities.create!(new_note: "Opportunity: #{@opportunity.name} <br> Quote: #{quote_nos.to_sentence} <br> Moved to customer id: #{customer.id}") unless customer.nil?

    success = true
  rescue StandardError => e
    success = false
    @results << "Opportunity could not be moved: #{e}"
    @logger.error e.inspect
    raise ActiveRecord::Rollback
  end

  success
end