Module: PartyIdentity

Extended by:
ActiveSupport::Concern
Included in:
Party
Defined in:
app/models/concerns/party_identity.rb

Overview

Name fields, display helpers, and type/role predicates for Party STI records.

== person? / organization? / homeowner? predicate resolution

The bare predicates defined here are the Party defaults. Customer and Contact
override them with subtly different semantics; pay attention when calling
them on a base Party versus the subclass:

  • On Customer (CustomerOrganization):
    person? == homeowner?
    organization? == !homeowner?
  • On Contact:
    person? always true
    organization? == !homeowner? (delegated to its customer)
  • Note: is_homeowner? / is_organization? defined on Contact delegate to the
    contact's customer, while bare homeowner? / organization? use the
    PartyIdentity definitions on the contact itself.

See Also:

Instance Method Summary collapse

Instance Method Details

#active? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 162

def active?
  !inactive?
end

#admin? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 154

def admin?
  &.has_role?('admin')
end

#aka ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 49

def aka
  name2 || ''
end

#aka=(name) ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 53

def aka=(name)
  self.name2 = name unless person?
end

#all_activities ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 201

def all_activities
  linked_activities
end

#blog_admin? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 166

def blog_admin?
  &.has_role?('blog_admin')
end

#broadcast_product_interest_changed(product_line_ids_added: [], product_line_ids_removed: []) ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 219

def broadcast_product_interest_changed(product_line_ids_added: [],
                                       product_line_ids_removed: [])
  PartyProductInterestSync.broadcast(self, added: product_line_ids_added, removed: product_line_ids_removed)
end

#can_be_certified? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 125

def can_be_certified?
  is_a?(Customer) || is_a?(Contact) || is_a?(Employee)
end

#can_list_all_contact_resources? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 170

def can_list_all_contact_resources?
  if instance_of?(::Customer) ||
     (instance_of?(::Contact) &&  &&
      (.is_online_customer_administrator? ||
       .is_online_customer_sales_supervisor? ||
       .is_online_customer_accounting_supervisor?))
    true
  else
    instance_of?(::Employee)
  end
end

#clear_individual_names ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 80

def clear_individual_names
  self.name1 = nil
  self.name2 = nil
  self.name3 = nil
end

#clear_names ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 73

def clear_names
  self.name1 = nil
  self.name2 = nil
  self.name3 = nil
  self.full_name = nil
end

#contact? ⇒ Boolean Also known as: is_contact?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 134

def contact?
  instance_of? Contact
end

#customer? ⇒ Boolean Also known as: is_customer?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 129

def customer?
  instance_of? Customer
end

#determine_company_id ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 186

def determine_company_id
  resolved = customer&.determine_company_id if respond_to?(:customer)
  resolved ||= self[:company_id]
  resolved ||= Company::USA
  resolved
end

#direct_commercial? ⇒ Boolean Also known as: is_direct_commercial?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 120

def direct_commercial?
  customer&.profile&.direct_commercial?
end

#direct_pro? ⇒ Boolean Also known as: is_direct_pro?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 115

def direct_pro?
  customer&.profile&.direct_pro?
end

#employee? ⇒ Boolean Also known as: is_employee?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 139

def employee?
  instance_of? Employee
end

#first_name ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 25

def first_name
  name1 || ''
end

#first_name=(name) ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 29

def first_name=(name)
  self.name1 = name.presence&.strip
end

#guest_individual_name? ⇒ Boolean Also known as: has_guest_individual_name?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 210

def guest_individual_name?
  name1 =~ /^Guest / || name1 == 'Guest'
end

#guest_name? ⇒ Boolean Also known as: has_guest_name?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 205

def guest_name?
  full_name =~ /^Guest / || full_name == 'Guest'
end

#homeowner? ⇒ Boolean Also known as: is_homeowner?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 110

def homeowner?
  customer&.profile_id == ProfileConstants::HOMEOWNER
end

#id_and_name ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 193

def id_and_name
  "#{id} #{full_name}"
end

#last_name ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 41

def last_name
  name3 || ''
end

#last_name=(name) ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 45

def last_name=(name)
  self.name3 = name.presence&.strip
end

#manager? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 158

def manager?
  &.is_manager?
end

#middle_name ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 33

def middle_name
  name2 || ''
end

#middle_name=(name) ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 37

def middle_name=(name)
  self.name2 = name.presence&.strip
end

#name ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 57

def name
  full_name || ''
end

#name=(name_to_use) ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 61

def name=(name_to_use)
  logger.debug "Party#name called with #{name_to_use}"
  return if name_to_use.nil? || name_to_use.strip.empty?

  name_to_use&.strip!
  self.full_name = name_to_use
  return unless person?

  pnp = PersonNameParser.new name_to_use
  pnp.to_party(self)
end

#organization? ⇒ Boolean Also known as: is_organization?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 149

def organization?
  !(homeowner? || employee?)
end

#person? ⇒ Boolean Also known as: is_person?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_identity.rb', line 144

def person?
  contact? || employee? # not all parties have homeowner? defined
end

#primary_party ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 182

def primary_party
  self
end

#public_facing_full_name ⇒ Object

rubocop:enable Naming/VariableNumber



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# File 'app/models/concerns/party_identity.rb', line 96

def public_facing_full_name
  return nil if guest_individual_name?

  full_name
end

#public_facing_full_name=(name) ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 102

def public_facing_full_name=(name)
  if name.present?
    self.name = name
  else
    clear_individual_names
  end
end

#show_name_four ⇒ Object Also known as: show_name_4 



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# File 'app/models/concerns/party_identity.rb', line 86

def show_name_four
  "#{first_name&.[](0)}#{last_name&.first(3)}".upcase
rescue StandardError
  ''
end

#to_s ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 197

def to_s
  full_name
end

#update_product_interests(product_line_ids) ⇒ Object 



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# File 'app/models/concerns/party_identity.rb', line 215

def update_product_interests(product_line_ids)
  PartyProductInterestSync.call(self, product_line_ids)
end