Class: Quote

Inherits:
ApplicationRecord show all
Includes:
Memery, Models::Auditable, Models::CouponDateOverridable, Models::Itemizable, Models::LegacyRateRequest, Models::Lineage, Models::MultiRoom, Models::Notable, Models::Pickable, Models::Profitable, Models::ShipQuotable, Models::TaxableResource, PgSearch::Model
Defined in:
app/models/quote.rb

Overview

== Schema Information

Table name: quotes
Database name: primary

id :integer not null, primary key
ancestors_count :integer
bill_shipping_to_customer :boolean
children_count :integer
complete_datetime :datetime
currency :string(255)
descendants_count :integer
disable_auto_coupon :boolean default(FALSE), not null
discount :decimal(10, 2)
expiration_date :date
expiration_notice_sent :boolean default(FALSE), not null
first_view_date :datetime
hidden :boolean default(FALSE), not null
hold_for_transmission :boolean default(FALSE), not null
jde_b_ab :integer
jde_s_ab :integer
line_offset :decimal(10, 2)
line_total :decimal(10, 2)
line_total_discounted :decimal(10, 2)
ltl_freight :boolean
ltl_freight_guaranteed :boolean
max_discount_override :decimal(4, 2)
min_profit_markup :integer default(0)
override_coupon_date :date
override_coupon_date_without_limits :boolean default(FALSE), not null
override_line_lock :boolean default(FALSE), not null
position :integer default(100)
pricing_program_description :string(255)
pricing_program_discount :integer
priority :string(255)
quote_type :string(2)
recalculate_discounts :boolean default(FALSE), not null
recalculate_shipping :boolean default(TRUE), not null
reference_number :string(255) not null
requires_upgrade :boolean
retrieving_shipping_costs :boolean
saturday_delivery :boolean default(FALSE), not null
shipping_cost :decimal(10, 2)
shipping_coupon :decimal(10, 2)
shipping_issue_alerted :boolean
shipping_method :string(255)
ships_economy :boolean default(FALSE), not null
signature_confirmation :boolean default(FALSE), not null
single_origin :boolean default(FALSE), not null
state :string(255)
suffix :string(255)
tax_exempt :boolean default(FALSE), not null
tax_offset :decimal(10, 2)
tax_total :decimal(10, 2)
taxable_total :decimal(12, 2)
total :decimal(10, 2)
uploads_count :integer default(0)
created_at :datetime
updated_at :datetime
billing_address_id :integer
buying_group_id :integer
creator_id :integer
legacy_proto_iq_room_id :integer
opportunity_id :integer
parent_id :integer
resource_tax_rate_id :integer
rma_id :integer
shipping_address_id :integer
updater_id :integer
visit_id :bigint

Indexes

idx_quotes_reference_number_trgm_gist (reference_number) USING gist
idx_quotes_rma_id (rma_id)
index_quotes_on_legacy_proto_iq_room_id (legacy_proto_iq_room_id)
index_quotes_on_parent_id (parent_id)
index_quotes_on_reference_number (reference_number) UNIQUE
index_quotes_on_suffix (suffix) USING gin
index_quotes_on_visit_id (visit_id) WHERE (visit_id IS NOT NULL) USING hash
quotes_aasm_state_index (state)
quotes_opportunity_id_index (opportunity_id)
quotes_shipping_address_id_idx (shipping_address_id)

Foreign Keys

fk_rails_... (shipping_address_id => addresses.id)
fk_rails_... (visit_id => visits.id) ON DELETE => nullify

Defined Under Namespace

Classes: AssignLargeOppActivity, CombinedPdfGenerator, ConvertToOrder, Copier, LetterPdfGenerator, Mover, QuoteCompletedHandler, Reviser

Constant Summary collapse

SALES_QUOTE = 
'SQ'
MARKETING_QUOTE = 
'MQ'
TECH_QUOTE = 
'TQ'
INSTANT_QUOTE = 
'IQ'
QUOTE_TYPES = 
%w[SQ MQ TQ IQ].freeze
REFERENCE_NUMBER_PATTERN = 
Regexp.new("^(#{QUOTE_TYPES.join('|')})(\\d+)(-R\\d+)?$", Regexp::IGNORECASE)
CORK_MIN_QTY = 
1
MIN_INSTALL_SQ_FT = 
88
CUSTOMER_CANCELABLE_STATES = 
%i[pending].freeze
CANCELABLE_STATES = 
CUSTOMER_CANCELABLE_STATES + %i[pending_project_details awaiting_completed_installation_plans awaiting_transmission]
CLOSED_STATES = 
%i[complete cancelled].freeze
CAN_REQUEST_PRE_PACK_STATES = 
%i[pending pre_pack awaiting_transmission profit_review].freeze

Constants included from Models::Auditable

Models::Auditable::ALWAYS_IGNORED

Instance Attribute Summary collapse

Attributes included from Models::Profitable

#min_profit_markup

Attributes included from Models::Itemizable

#force_total_reset, #total_reset

Delegated Instance Attributes collapse

Belongs to collapse

Methods included from Models::Auditable

#creator, #updater

Methods included from Models::ShipQuotable

#shipping_address

Methods included from Models::TaxableResource

#resource_tax_rate

Methods included from Models::Itemizable

#account_specialist

Has many collapse

Methods included from Models::ShipQuotable

#deliveries, #shipments

Methods included from Models::Pickable

#line_discounts, #line_items

Methods included from Models::Itemizable

#coupons, #discounts

Has and belongs to many collapse

Methods included from Models::MultiRoom

#room_configurations

Class Method Summary collapse

Instance Method Summary collapse

Methods included from Models::CouponDateOverridable

#override_coupon_date_limit

Methods included from Models::LegacyRateRequest

#last_shipping_rate_request_result, #last_shipping_rate_request_result=

Methods included from Models::Auditable

#all_skipped_columns, #audit_reference_data, #should_not_save_version, #stamp_record

Methods included from Models::Profitable

#default_sales_markup, #profit_margins_met?, #profitable_line_items, #profitable_status, #profitable_total_discounted, #profitable_total_estimated_cost, #profitable_total_estimated_line_cost, #profitable_total_profit, #profitable_total_profit_margin, #profitable_total_profit_markup, #validate_min_profit_markup?

Methods included from Models::Lineage

#ancestors, #ancestors_ids, #children_and_roots, #descendants, #descendants_ids, #ensure_non_recursive_lineage, #family_members, #generate_full_name, #generate_full_name_array, #lineage, #lineage_array, #lineage_simple, #root, #root_id, #self_ancestors_and_descendants, #self_ancestors_and_descendants_ids, #self_and_ancestors, #self_and_ancestors_ids, #self_and_children, #self_and_descendants, #self_and_descendants_ids, #self_and_siblings, #self_and_siblings_ids, #siblings, #siblings_ids

Methods included from Models::MultiRoom

#add_line_items_to_all_rooms, #add_lines_for_room_configuration, #all_rooms_complete?, #all_rooms_complete_or_cancelled?, #all_rooms_complete_or_cancelled_or_draft?, #all_rooms_in_design?, #all_rooms_ppd?, #any_room_ppd?, #any_rooms_in_design?, #get_operating_costs, #get_recommended_materials, #heated_sq_ft, #prioritize_room, #remove_line_items_from_all_rooms, #remove_lines_for_room_configuration, #replace_line_items_in_all_rooms, #suggested_items, #suggested_services, #synchronization_targets

Methods included from Models::ShipQuotable

#carrier, #chosen_shipping_method, #days_commitment, #determine_origin_address, #everything_in_stock?, #friendly_shipping_method, #is_drop_ship?, #is_override?, #is_warehouse_pickup?, #line_items_grouped_by_deliveries_quoting, #line_items_match_deliveries_if_any, #need_to_pre_pack_reasons, #need_to_recalculate_shipping, #one_time_shipping_address, #one_time_shipping_address=, #qualifies_for_cod?, #refresh_deliveries_quoting, #reset_deliveries_shipping_option, #reset_shipping, #retrieve_friendly_shipping_method, #retrieve_shipping_costs, #ship_quoted, #ship_weight, #shipping_non_db_default_but_db_customer?, #shipping_signature_confirmation_non_db_default_but_db_customer?, #shipping_via_wy_but_has_shipping_account?, #ships_economy_package?, #ships_freight?, #ships_freight_but_address_not_freight_ready?, #should_ship_freight?, #should_ship_freight_but_address_not_freight_ready?, #validate_deliveries

Methods included from Models::ShipMeasurable

#cartons_total, #crates_total, #pallets_total, #ship_freight_class_from_shipments, #ship_volume_from_shipments, #ship_volume_from_shipments_in_cubic_feet, #ship_weight_from_shipments, #shipment_set, #shipments_for_measure

Methods included from Models::Pickable

#all_my_publications, #append_suggested_items, #append_suggested_materials, #control_capacity, #determine_catalog_for_picking, #determine_skus_to_filter, #discounted_shipping_total, #electrical_heating_elements, #fix_catalog, #get_material_alerts, #has_custom_products?, #invalidate_material_alerts!, #line_items_grouped_by_room_configuration, #meets_custom_products_threshold?, #pricing_program_discount_factor, #purge_empty_line_items, #soft_recalc, #subtotal, #subtotal_after_trade_discount_without_shipping, #subtotal_discounted_without_shipping, #subtotal_msrp_without_shipping, #synchronize_lines, #total_amps_by_product_line, #total_coverage_by_product_line, #total_linear_feet_by_product_line, #total_spec_by_product_line, #total_watts_by_product_line, #underlayments

Methods included from Models::TaxableResource

#apply_tax_rate_to_line_items, #build_tax_params, #calculate_tax_for_all_lines, #copy_tax_rate, #effective_date, #get_rates_for_line, #get_tax_rate, #manual_rate_goods, #manual_rate_services, #manual_rate_shipping, #origin_address, #refresh_tax_rate, #resource_not_taxable?, #set_initial_tax_rate, #should_refresh_tax_rate?, #state_code, #state_code_sym, #taxes_grouped_by_rate, #taxes_grouped_by_type

Methods included from Models::Itemizable

#add_line_item, #additional_items, #assign_sequence, #billing_entity, #breakdown_of_prices, #calculate_actual_insured_value, #calculate_discounts, #calculate_shipping_cost, #coupon_search, #customer_applied_coupons, #customer_can_apply_coupon?, #discounts_changed?, #discounts_grouped_by_coupon, #discounts_subtotal, #effective_discount, #effective_shipping_discount, #has_kits?, #has_kits_or_serial_numbers?, #has_serial_numbers?, #is_credit_order?, #line_items_requiring_serial_number, #line_items_with_counters, #line_total_plus_tax, #perform_db_total, #purge_empty_quoting_deliveries, #purge_shipping_when_no_other_lines, #remove_line_item, #require_total_reset?, #reset_discount, #set_for_recalc, #set_signature_confirmation_on_shipping_address_change, #set_totals, #shipping_conditions_changed?, #shipping_discounted, #shipping_method_changed?, #should_recalculate_shipping?, #smartinstall_data, #smartsupport_data, #subtotal_cogs, #sync_shipping_line, #total_cogs

Methods included from Models::Notable

#quick_note

Methods inherited from ApplicationRecord

ransackable_associations, ransackable_attributes, ransackable_scopes, ransortable_attributes, #to_relation

Methods included from Models::EventPublishable

#publish_event

Instance Attribute Details

#do_not_detect_shipping ⇒ Object

Returns the value of attribute do_not_detect_shipping.



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# File 'app/models/quote.rb', line 145

def do_not_detect_shipping
  @do_not_detect_shipping
end

#do_not_set_totals ⇒ Object

Returns the value of attribute do_not_set_totals.



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# File 'app/models/quote.rb', line 145

def do_not_set_totals
  @do_not_set_totals
end

#max_discount_override ⇒ Object (readonly) 



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# File 'app/models/quote.rb', line 187

validates :max_discount_override, numericality: { greater_than_or_equal_to: 0, less_than_or_equal_to: 100, allow_nil: true }

#opportunity_id ⇒ Object (readonly) 



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# File 'app/models/quote.rb', line 184

validates :opportunity_id, presence: { if: proc { |q| q.validate_opportunity_and_prepared_for } }

#suffix ⇒ Object (readonly) 



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# File 'app/models/quote.rb', line 185

validates :suffix, length: { maximum: 150 }

#validate_opportunity_and_prepared_for ⇒ Object

Returns the value of attribute validate_opportunity_and_prepared_for.



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# File 'app/models/quote.rb', line 145

def validate_opportunity_and_prepared_for
  @validate_opportunity_and_prepared_for
end

Class Method Details

.active ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are active. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 199

scope :active, -> { where.not(state: 'cancelled') }

.auto_quote_from_room(room, options = {}) ⇒ Object 



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# File 'app/models/quote.rb', line 842

def self.auto_quote_from_room(room, options = {})
  force_single_origin = options[:force_single_origin] || true
  do_not_set_shipping_address = options[:do_not_set_shipping_address] || false
  target_state_event = options[:state_event] || 'complete'

  q = Quote.new(opportunity_id: room.opportunity_id)
  q.shipping_address_id = room.customer.shipping_address_id if !room.installation_postal_code && (do_not_set_shipping_address == false) && room.customer && room.customer.shipping_address.present?
  q.single_origin = true if force_single_origin
  q.room_configuration_ids = [room.id]
  q.do_not_detect_shipping = true

  # First save the quote WITHOUT calculating discounts to get an ID
  # Discounts require itemizable_id to be set, which only exists after the quote is persisted
  q.save

  # Now that the quote has an ID, trigger discount calculation (tier2 pricing, etc.)
  # The quote must be persisted before discounts can be created
  if q.persisted?
    q.recalculate_discounts = true
    q.force_total_reset = true
    q.do_not_detect_shipping = true # Still skip shipping detection
    q.save
  end

  # Now apply the target state event (typically 'complete')
  if q.persisted? && target_state_event.present? && q.respond_to?("#{target_state_event}!")
    q.do_not_set_totals = true # Discounts already calculated, don't recalculate
    q.send("#{target_state_event}!")
  end

  q
end

.by_reference_number ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are by reference number. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 195

scope :by_reference_number, -> { order(:reference_number).reverse_order }

.completed_quotes ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are completed quotes. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 191

scope :completed_quotes, -> { where(state: 'complete') }

.contains_coupon_ids ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are contains coupon ids. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 198

scope :contains_coupon_ids, ->(coupon_ids) { where("EXISTS (select discounts.id from discounts where discounts.coupon_id IN (?) and discounts.itemizable_type = 'Quote' and discounts.itemizable_id = quotes.id)", coupon_ids) }

.contains_item_ids ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are contains item ids. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 197

scope :contains_item_ids, ->(item_ids) { where("EXISTS (select 1 from line_items li where li.resource_id = quotes.id and li.resource_type = 'Quote' and li.item_id IN (?))", item_ids) }

.count_by_incomplete_state_by_rep(rep_id = nil, sales_rep_type_id_label = 'primary_sales_rep_id') ⇒ Object 



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# File 'app/models/quote.rb', line 781

def self.count_by_incomplete_state_by_rep(rep_id = nil, sales_rep_type_id_label = 'primary_sales_rep_id')
  if rep_id.nil?
    count(:state, conditions: ["state not in ('complete','cancelled')"], group: :state)
  else
    count(:state, conditions: ["state not in ('complete','cancelled') and " + sales_rep_type_id_label.to_s + ' = ?', rep_id], group: :state)
  end
end

.formatted_resources_query(quotes) ⇒ Object 



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# File 'app/models/quote.rb', line 452

def self.formatted_resources_query(quotes)
  quotes.select('quotes.reference_number,quotes.id,quotes.created_at,quotes.state,opportunities.name as opportunity_name').joins(:opportunity).order('reference_number desc')
end

.ignore_fixture_attributes ⇒ Object 



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# File 'app/models/quote.rb', line 444

def self.ignore_fixture_attributes
  %w[last_rate_request_xml last_rate_response_xml]
end

.in_quoting ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are in quoting. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 201

scope :in_quoting, -> { where(state: %w[awaiting_completed_installation_plans pre_pack awaiting_transmission]) }

.last_quote_update_cache_key ⇒ Object 



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# File 'app/models/quote.rb', line 448

def self.last_quote_update_cache_key
  Quote.select('id,updated_at').order(:updated_at).reverse_order.first.cache_key
end

.last_revisions ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are last revisions. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 196

scope :last_revisions, -> { where("NOT EXISTS (select id from quotes q2 where q2.parent_id = quotes.id and quotes.state <> 'cancelled')") }

.like_lookup ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are like lookup. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 203

scope :like_lookup, ->(q) { where('quotes.reference_number ILIKE :term', { term: "%#{q}%" }) }

.lookup ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are lookup. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 202

scope :lookup, ->(q) { where('quotes.reference_number ILIKE :term', { term: q }) }

.most_recent_first ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are most recent first. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 194

scope :most_recent_first, -> { order(:created_at).reverse_order }

.not_converted ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are not converted. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 200

scope :not_converted, -> { where("not exists(select 1 from orders where quote_id = quotes.id and orders.state = 'invoiced')") }

.open_quotes ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are open quotes. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 190

scope :open_quotes, -> { where.not(state: %w[complete cancelled]) }

.pending ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are pending. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 192

scope :pending, -> { where(state: 'pending') }

.sales_quotes ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are sales quotes. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 206

scope :sales_quotes, -> { where(quote_type: SALES_QUOTE) }

.states_for_select ⇒ Object 



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# File 'app/models/quote.rb', line 440

def self.states_for_select
  state_machines[:state].states.map { |s| [s.human_name, s.value] }
end

.with_contact_point_category ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are with contact point category. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 204

scope :with_contact_point_category, ->(category) { where('exists(select 1 from contact_points_quotes cq inner join contact_points cp on cp.id = cq.contact_point_id and cq.quote_id = quotes.id where cp.category = ?)', category) }

.with_email ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are with email. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 205

scope :with_email, -> { with_contact_point_category(ContactPoint::EMAIL) }

.with_line_items ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are with line items. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 193

scope :with_line_items, -> { includes(line_items: { catalog_item: { store_item: :item } }) }

.without_quofus ⇒ ActiveRecord::Relation<Quote>

A relation of Quotes that are without quofus. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Quote>)

See Also:



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# File 'app/models/quote.rb', line 207

scope :without_quofus, -> {
  where(%{
           not exists(
             select 1 from activities a
             where (
               (a.resource_id = quotes.opportunity_id and a.resource_type = 'Opportunity')
               or (a.resource_id = quotes.id and a.resource_type = 'Quote')
             ) and a.activity_type_id IN (?)
           ) }, ActivityTypeConstants::QUOFUS_IDS)
}

Instance Method Details

#active_orders ⇒ ActiveRecord::Relation<Order>

Returns:

  • (ActiveRecord::Relation<Order>)

See Also:



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# File 'app/models/quote.rb', line 162

has_many    :active_orders, -> { where(Order[:state].not_in(%w[cancelled fraudulent])) }, class_name: 'Order'

#activities ⇒ ActiveRecord::Relation<Activity>

Returns:

See Also:



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# File 'app/models/quote.rb', line 164

has_many    :activities, as: :resource, dependent: :nullify

#addendums ⇒ Object 



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# File 'app/models/quote.rb', line 582

def addendums
  list = []
  current_month = Date.current.strftime('%B-%Y')
  # Use with_all_tags to require BOTH 'for-quote' AND the time-based tag (AND logic)
  publications = Item.publications.with_all_tags('for-quote', current_month.downcase)
                     .or(Item.publications.with_all_tags('for-quote', 'permanent'))
  publications.each do |p|
    list << p.upload
  end
  list.uniq.compact
end

#address_book ⇒ Object 



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# File 'app/models/quote.rb', line 936

def address_book
  [customer.store.warehouse_address] + customer.addresses
end

#adjust_status_based_on_room_status(rc) ⇒ Object 



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# File 'app/models/quote.rb', line 702

def adjust_status_based_on_room_status(rc)
  Rails.logger.info "Quote Ref and ID #{reference_number}, #{id}, quote.adjust_status_based_on_room_status: self.state: #{state}, rc: #{rc.reference_number}, #{rc.id}, rc state: #{rc.state}, DateTime: #{Time.current}"
  self.do_not_set_totals = true
  if rc.complete? || rc.cancelled?
    Rails.logger.info "Quote Ref and ID #{reference_number}, #{id}, quote.adjust_status_based_on_room_status, BEFORE installation_plans_complete: self.state: #{state}, rc: #{rc.reference_number}, rc state: #{rc.state}"
    res = reload.installation_plans_complete unless complete?
    Rails.logger.info "Quote Ref and ID #{reference_number}, #{id}, quote.adjust_status_based_on_room_status, AFTER installation_plans_complete: self.state: #{state}, rc: #{rc.reference_number}, rc state: #{rc.state}, result of installation_plans_complete: #{res}"
  elsif rc.draft?
    pending_project_details if can_pending_project_details? && awaiting_completed_installation_plans?
  elsif rc.in_design?
    Rails.logger.info "Quote Ref and ID #{reference_number}, #{id}, quote.adjust_status_based_on_room_status, BEFORE ready_for_design: self.state: #{state}, rc: #{rc.reference_number}, rc state: #{rc.state}"
    res = ready_for_design
    Rails.logger.info "Quote Ref and ID #{reference_number}, #{id}, quote.adjust_status_based_on_room_status, AFTER ready_for_design: self.state: #{state}, rc: #{rc.reference_number}, rc state: #{rc.state}, result of ready_for_design: #{res}"
  end
end

#all_activities ⇒ Object

show all activities linked to this quote as well as its parent opportunity



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# File 'app/models/quote.rb', line 932

def all_activities
  opportunity.linked_activities
end

#all_orders_sold? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 523

def all_orders_sold?
  orders.any? && orders.all?(&:invoiced?)
end

#all_participants ⇒ Object

Alias for Opportunity#all_participants

Returns:

  • (Object) —

    Opportunity#all_participants

See Also:



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# File 'app/models/quote.rb', line 537

delegate :all_participants, to: :opportunity

#all_suggested_items ⇒ Object 



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# File 'app/models/quote.rb', line 547

def all_suggested_items
  goods = suggested_items
  services = suggested_services
  unique_goods = []
  goods.each do |_rc, lines|
    lines.each do |li|
      unique_goods << li unless unique_goods.any? { |si| si.item == li.item }
    end
  end
  unique_goods_skus = unique_goods.compact.uniq.collect(&:sku)
  { goods:, services:, unique_goods:, unique_goods_skus: }
end

#all_support_cases ⇒ Object 



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# File 'app/models/quote.rb', line 422

def all_support_cases
  support_case_ids
  linked_support_cases.pluck(:id)
  SupportCase.where(id: support_case_ids).order(Arel.sql('support_cases.case_number desc'))
end

#applies_for_smartinstall ⇒ Object 



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# File 'app/models/quote.rb', line 948

def applies_for_smartinstall
  return false # added by Roman Aug 19th until service refactor
  return true if installation_is_within_range? && customer.is_homeowner? && has_selected_heated_items?

  false
end

#applies_for_smartsupport ⇒ Object 



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# File 'app/models/quote.rb', line 955

def applies_for_smartsupport
  return true if customer.is_dealer_or_trade_pro_for_locator? && has_selected_heated_items?

  false
end

#apply_tier2_pricing? ⇒ Boolean

Whether or not to apply the tier2 pricing (customer discount) by default

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 414

def apply_tier2_pricing?
  is_sales_quote?
end

#available_contact_points ⇒ Object 



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# File 'app/models/quote.rb', line 606

def available_contact_points
  cps = opportunity.primary_party.contact_points.order(:position).to_a
  cps += opportunity.customer.contact_points.order(:position).to_a
  cps += opportunity.opportunity_participants.map { |op| op.party.contact_points.order(:position).to_a }.flatten
  cps.uniq
end

#available_contact_points_grouped_for_select ⇒ Object 



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# File 'app/models/quote.rb', line 613

def available_contact_points_grouped_for_select
  available_contact_points.each_with_object({}) do |cp, hsh|
    hsh[cp.party.full_name] ||= []
    hsh[cp.party.full_name] << ["#{cp.detail} (#{cp.category})", cp.id]
  end
end

#best_contact_point ⇒ Object 



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# File 'app/models/quote.rb', line 594

def best_contact_point
  contact_points.transmittable.first || (begin
    contact.contact_points.transmittable.first
  rescue StandardError
    nil
  end) || (begin
    customer.contact_points.transmittable.first
  rescue StandardError
    nil
  end)
end

#billing_address ⇒ Object

Alias for Customer#billing_address

Returns:

  • (Object) —

    Customer#billing_address

See Also:



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# File 'app/models/quote.rb', line 152

delegate    :billing_address, :company, to: :customer

#build_activity ⇒ Object 



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# File 'app/models/quote.rb', line 418

def build_activity
  activities.build resource: self, party: primary_party
end

#buying_group ⇒ BuyingGroup

Returns:

See Also:



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# File 'app/models/quote.rb', line 157

belongs_to  :buying_group, optional: true

#calculate_expiration_date ⇒ Object 



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# File 'app/models/quote.rb', line 665

def calculate_expiration_date
  expirations = [] + (begin
    coupons.map(&:expiration_date).compact
  rescue StandardError
    []
  end) + [created_at + 60.days]
  expirations.min.to_date
end

#can_be_moved? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 428

def can_be_moved?
  orders.active.non_carts.blank?
end

#can_be_transmitted? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 514

def can_be_transmitted?
  awaiting_transmission? || pending_project_details? || complete?
end

#can_convert? ⇒ Object

Alias for Convert_to_order_service#can_convert?

Returns:

  • (Object) —

    Convert_to_order_service#can_convert?

See Also:



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# File 'app/models/quote.rb', line 744

delegate :can_convert?, to: :convert_to_order_service

#cancelable? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 773

def cancelable?
  orders.not_cancelled.empty?
end

#catalog ⇒ Object

Alias for Customer#catalog

Returns:

  • (Object) —

    Customer#catalog

See Also:



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# File 'app/models/quote.rb', line 151

delegate    :catalog, to: :customer

#check_pre_pack ⇒ Object 



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# File 'app/models/quote.rb', line 1033

def check_pre_pack
  request_estimated_packaging if awaiting_transmission? && can_request_estimated_packaging? && !pre_pack? && !deliveries.all? { |d| d.pre_pack? } && stop_for_pre_pack?
end

#communications ⇒ ActiveRecord::Relation<Communication>

Returns:

See Also:



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# File 'app/models/quote.rb', line 165

has_many    :communications, as: :resource, dependent: :nullify

#company ⇒ Object

Alias for Customer#company

Returns:

  • (Object) —

    Customer#company

See Also:



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# File 'app/models/quote.rb', line 152

delegate    :billing_address, :company, to: :customer

#contact ⇒ Object

Alias for Opportunity#contact

Returns:

  • (Object) —

    Opportunity#contact

See Also:



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# File 'app/models/quote.rb', line 149

delegate    :customer, :contact, :primary_party, to: :opportunity

#contact_points ⇒ ActiveRecord::Relation<ContactPoint>

Returns:

See Also:



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# File 'app/models/quote.rb', line 170

has_and_belongs_to_many :contact_points, inverse_of: :quotes

#convert_to_order_service ⇒ Object 



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# File 'app/models/quote.rb', line 740

def convert_to_order_service
  @convert_to_order_service ||= Quote::ConvertToOrder.new(self)
end

#country ⇒ Object 



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# File 'app/models/quote.rb', line 1041

def country
  customer.catalog.store.country
rescue StandardError
  nil
end

#crm_link ⇒ Object 



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# File 'app/models/quote.rb', line 736

def crm_link
  UrlHelper.instance.quote_path(self)
end

#currency_symbol ⇒ Object 



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# File 'app/models/quote.rb', line 661

def currency_symbol
  Money::Currency.new(currency).symbol
end

#customer ⇒ Object

Alias for Opportunity#customer

Returns:

  • (Object) —

    Opportunity#customer

See Also:



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# File 'app/models/quote.rb', line 149

delegate    :customer, :contact, :primary_party, to: :opportunity

#deep_dup ⇒ Object 



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# File 'app/models/quote.rb', line 114

def deep_dup
  deep_clone(include: :contact_points) do |original, copy|
    next unless copy.is_a?(Quote)

    copy.state = 'pending'
    original.line_items.parents_only.non_shipping.each do |li|
      li_attrs = li.attributes.dup.symbolize_keys
      li_attrs = li_attrs.except(:id, :resource_type, :resource_id,
                                 :delivery_id, :tax_total, :tax_rate,
                                 :tax_type, :resource_tax_rate_id,
                                 :original_delivery_id, :children_count, :parent_id)
      li_attrs[:original_delivery_id] = li[:delivery_id]
      if li_attrs[:discounted_price].to_f.zero? && li_attrs[:price].to_f.positive?
        li_attrs[:discounted_price] = li_attrs[:price]
      end
      copy.line_items.new(li_attrs)
    end
  end
end

#dependents(limit: 5) ⇒ Object

A quote with communications to a customer cannot be deleted
A quote used as a parent of another quote is also restricted (clear the children first)
A quote with orders cannot be deleted



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# File 'app/models/quote.rb', line 757

def dependents(limit: 5)
  {
    orders: orders.limit(limit),
    children: children.limit(limit),
    communications: communications.limit(limit)
  }
end

#editing_locked? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 657

def editing_locked?
  cancelled? || complete?
end

#effective_date_for_coupon ⇒ Object 



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# File 'app/models/quote.rb', line 456

def effective_date_for_coupon
  override_coupon_date.presence || complete_datetime.try(:to_date) || created_at.try(:to_date) || Date.current
end

#exclude_manually_initiated_event?(_event) ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 436

def exclude_manually_initiated_event?(_event)
  false
end

#extra_plans_file_name(with_extension = true) ⇒ Object 



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# File 'app/models/quote.rb', line 564

def extra_plans_file_name(with_extension = true)
  "quote_#{reference_number}_plans#{'.pdf' if with_extension}"
end

#file_name(with_extension = true) ⇒ Object 



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# File 'app/models/quote.rb', line 560

def file_name(with_extension = true)
  "quote_#{reference_number}#{'.pdf' if with_extension}"
end

#get_next_reference_number ⇒ Object 



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# File 'app/models/quote.rb', line 889

def get_next_reference_number
  ref_base = begin
    self.class.connection.execute("SELECT nextval('quotes_reference_numbers_seq') AS reference_number").first['reference_number']
  rescue StandardError
    nil
  end
  "#{quote_type}#{ref_base}"
end

#goods_product_line_ids ⇒ Object 



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# File 'app/models/quote.rb', line 409

def goods_product_line_ids
  line_items.goods.joins(:item).where.not(Item[:primary_product_line_id].eq(nil)).pluck(Arel.sql('distinct items.primary_product_line_id'))
end

#has_discounts? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 578

def has_discounts?
  line_items.any?(&:is_discounted?)
end

#has_no_instant_quoting_rooms ⇒ Object 



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# File 'app/models/quote.rb', line 906

def has_no_instant_quoting_rooms
  # Legacy IQ validation - no longer needed after IQ system deprecated
  true
end

#has_onsite_smartsupport? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 967

def has_onsite_smartsupport?
  return true if service_distance.present? && (service_distance < SMART_SERVICES_MAX_DISTANCE)

  false
end

#has_pre_pack_deliveries? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 1018

def has_pre_pack_deliveries?
  pre_pack? || deliveries.any?(&:pre_pack?)
end

#has_selected_heated_items? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 973

def has_selected_heated_items?
  if customer.is_homeowner?
    smartinstall_data.present?
  elsif customer.is_dealer_or_trade_pro_for_locator?
    smartsupport_info.present?
  else
    false
  end
end

#installation_country_iso ⇒ Object

Alias for Opportunity#installation_country_iso

Returns:

  • (Object) —

    Opportunity#installation_country_iso

See Also:



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# File 'app/models/quote.rb', line 154

delegate    :installation_postal_code, :installation_state_code, :installation_country_iso, :installation_country_iso3, to: :opportunity

#installation_country_iso3 ⇒ Object

Alias for Opportunity#installation_country_iso3

Returns:

  • (Object) —

    Opportunity#installation_country_iso3

See Also:



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# File 'app/models/quote.rb', line 154

delegate    :installation_postal_code, :installation_state_code, :installation_country_iso, :installation_country_iso3, to: :opportunity

#installation_is_within_range? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 983

def installation_is_within_range?
  service_distance.present? && (service_distance <= SMART_SERVICES_MAX_DISTANCE) # within 100 miles from office
end

#installation_postal_code ⇒ Object

Alias for Opportunity#installation_postal_code

Returns:

  • (Object) —

    Opportunity#installation_postal_code

See Also:



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# File 'app/models/quote.rb', line 154

delegate    :installation_postal_code, :installation_state_code, :installation_country_iso, :installation_country_iso3, to: :opportunity

#installation_state_code ⇒ Object

Alias for Opportunity#installation_state_code

Returns:

  • (Object) —

    Opportunity#installation_state_code

See Also:



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# File 'app/models/quote.rb', line 154

delegate    :installation_postal_code, :installation_state_code, :installation_country_iso, :installation_country_iso3, to: :opportunity

#insulation_sq_ft ⇒ Object 



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# File 'app/models/quote.rb', line 815

def insulation_sq_ft
  sqft = 0
  room_configurations.each do |rc|
    sqft += rc.insulation_surface.to_i if rc.room_type&.is_indoor? && (rc.insulation_surface.to_i > 0)
  end
  sqft
end

#is_first_quote? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 807

def is_first_quote?
  parent_id.nil?
end

#is_revision? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 811

def is_revision?
  parent_id.present?
end

#is_sales_quote? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 803

def is_sales_quote?
  quote_type == SALES_QUOTE
end

#is_smart_service_quote? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 987

def is_smart_service_quote?
  line_items.non_shipping.all?(&:is_smart_service?)
end

#linked_support_cases ⇒ ActiveRecord::Relation<LinkedSupportCase>

Returns:

  • (ActiveRecord::Relation<LinkedSupportCase>)

See Also:



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# File 'app/models/quote.rb', line 167

has_many    :linked_support_cases, through: :room_configurations, source: :support_cases

#local_sales_rep ⇒ Object

Alias for Customer#local_sales_rep

Returns:

  • (Object) —

    Customer#local_sales_rep

See Also:



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# File 'app/models/quote.rb', line 153

delegate    :primary_sales_rep, :secondary_sales_rep, :local_sales_rep, to: :customer

#lookup_link ⇒ Object 



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# File 'app/models/quote.rb', line 1037

def lookup_link
  "https://#{WEB_HOSTNAME}/quote-lookup?quote_id=#{id}"
end

#main_rep ⇒ Object 



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# File 'app/models/quote.rb', line 625

def main_rep
  primary_sales_rep
end

#material_alerts ⇒ ActiveRecord::Relation<MaterialAlert>

Returns:

See Also:



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# File 'app/models/quote.rb', line 168

has_many    :material_alerts, dependent: :destroy

#messaging_logs ⇒ ActiveRecord::Relation<MessagingLog>

Returns:

See Also:



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# File 'app/models/quote.rb', line 166

has_many    :messaging_logs, dependent: :destroy, as: :resource

#name ⇒ Object 



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# File 'app/models/quote.rb', line 722

def name
  "Quote ##{reference_number}"
end

#ok_to_customer_cancel? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 769

def ok_to_customer_cancel?
  CUSTOMER_CANCELABLE_STATES.include?(state.to_sym) && orders.not_cancelled.empty?
end

#ok_to_delete? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 765

def ok_to_delete?
  dependents.values.flatten.empty?
end

#open_activities_counter ⇒ Object 



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# File 'app/models/quote.rb', line 1005

def open_activities_counter
  all_activities.open_activities.visible_by_default.size
end

#opportunity ⇒ Opportunity

Returns:

See Also:



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# File 'app/models/quote.rb', line 156

belongs_to  :opportunity, optional: true

#orders ⇒ ActiveRecord::Relation<Order>

Returns:

  • (ActiveRecord::Relation<Order>)

See Also:



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# File 'app/models/quote.rb', line 161

has_many    :orders

#participants_options_for_select ⇒ Object 



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# File 'app/models/quote.rb', line 940

def participants_options_for_select
  opportunity&.opportunity_participants&.map { |scp| [scp.party.full_name, scp.party_id] }
end

#post_communication_queued_hook(_params = {}) ⇒ Object 



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# File 'app/models/quote.rb', line 527

def post_communication_queued_hook(_params = {})
  # Handles post transmission
  complete if can_complete?
end

#post_communication_sent_hook(_params = {}) ⇒ Object 



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# File 'app/models/quote.rb', line 532

def post_communication_sent_hook(_params = {})
  # Handles post transmission
  complete if can_complete?
end

#pre_packable? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 777

def pre_packable?
  deliveries.any? && deliveries.any? { |d| d.shipments.any? { |s| !s.packed_or_pre_packed? } }
end

#prefix_for_reference_number ⇒ Object 



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# File 'app/models/quote.rb', line 902

def prefix_for_reference_number
  "#{opportunity.opportunity_type}Q"
end

#prepared_for_name ⇒ Object 



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# File 'app/models/quote.rb', line 789

def prepared_for_name
  (contact || customer).name
end

#prevent_recalculate_shipping? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 911

def prevent_recalculate_shipping?
  %i[complete cancelled].include?(state.to_sym) || retrieving_shipping_costs?
end

#pricing_program_description ⇒ Object 



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# File 'app/models/quote.rb', line 923

def pricing_program_description
  tier2_program_pricing_coupon.try(:title) || 'MSRP/Catalog'
end

#pricing_program_discount ⇒ Object 



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# File 'app/models/quote.rb', line 927

def pricing_program_discount
  (tier2_program_pricing_coupon.try(:amount_goods).presence || 0).to_i
end

#primary_party ⇒ Object

Alias for Opportunity#primary_party

Returns:

  • (Object) —

    Opportunity#primary_party

See Also:



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# File 'app/models/quote.rb', line 149

delegate    :customer, :contact, :primary_party, to: :opportunity

#primary_sales_rep ⇒ Object

Alias for Customer#primary_sales_rep

Returns:

  • (Object) —

    Customer#primary_sales_rep

See Also:



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# File 'app/models/quote.rb', line 153

delegate    :primary_sales_rep, :secondary_sales_rep, :local_sales_rep, to: :customer

#ready_to_complete? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 568

def ready_to_complete?
  # here we want good shipping address (allow nil if instant_quoting), and any cancelled rooms to be deleted or resolved before we can get a complete and convertable quote
  # shipping_address_nil_or_valid? &&
  all_rooms_complete_or_cancelled_or_draft?
end

#recipient_email ⇒ Object 



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# File 'app/models/quote.rb', line 485

def recipient_email
  contact_points.emails.first&.detail ||
    primary_party&.email ||
    customer&.email
end

#recipient_name ⇒ Object 



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# File 'app/models/quote.rb', line 481

def recipient_name
  primary_party&.name || shipping_address&.person_name || customer&.name
end

#reference_number_with_name ⇒ Object 



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# File 'app/models/quote.rb', line 718

def reference_number_with_name
  [reference_number, suffix].compact.join(' - ')
end

#reference_number_with_opp_name ⇒ Object 



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# File 'app/models/quote.rb', line 726

def reference_number_with_opp_name
  "#{reference_number} #{opportunity.try(:name)}"
end

#reference_number_with_opp_name_when_specified ⇒ Object 



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# File 'app/models/quote.rb', line 730

def reference_number_with_opp_name_when_specified
  s = "#{reference_number}"
  s << " #{opportunity.name}" unless opportunity.nil? || opportunity.unknown_job_name?
  s
end

#request_plans_or_complete ⇒ Object 



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# File 'app/models/quote.rb', line 629

def request_plans_or_complete
  return if complete? || cancelled?

  # Let's see if this is still necessary, as far as i can find it's only on quotes_controller # enter_rooms and room destroy that
  # this is called and the room association is already up to date at that point
  # room_configurations.each(&:reload)
  self.do_not_set_totals = true
  log_prefix = "Quote(#{id}):request_plans_or_complete"
  # If no room but line items, let's go straight to awaiting transmission
  if room_configurations.empty? && line_items.present?
    logger.info "#{log_prefix} no rooms but line present. attempting ready to transmit"
    ready_to_transmit! if can_ready_to_transmit?
  # If all rooms are complete then set quote to be awaiting_transmission
  elsif can_installation_plans_complete?
    logger.info "#{log_prefix} installation plan can complete, trying"
    installation_plans_complete!
  elsif can_ready_for_design?
    logger.info "#{log_prefix} can ready for design, trying"
    ready_for_design!
  elsif can_pending_project_details?
    logger.info "#{log_prefix} no line items and nothing else happening, go back to draft"
    pending_project_details!
  else
    logger.info "#{log_prefix} reverting to draft instant quoting rooms"
    # Legacy IQ cleanup removed - no longer needed after IQ system deprecated
  end
end

#reset_discount_on_ships_economy_change ⇒ Object (protected) 



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# File 'app/models/quote.rb', line 1070

def reset_discount_on_ships_economy_change
  return unless saved_change_to_ships_economy?

  reset_discount(reset_item_pricing: false)
  true
end

#rma ⇒ Rma

Returns:

See Also:



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# File 'app/models/quote.rb', line 158

belongs_to  :rma, optional: true

#schedule_follow_up(follow_up_task_type: nil) ⇒ Object

Schedule follow up on quote



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# File 'app/models/quote.rb', line 876

def schedule_follow_up(follow_up_task_type: nil)
  # Don't create follow-up activities for guest customers without contact info
  # These are anonymous Quote Builder users who haven't provided email/phone
  return if customer.guest? && !opportunity.emailable? && !opportunity.voice_callable?

  return if opportunity.activities.quofu.open_activities.present?

  # cancel oppfu follow ups
  opportunity.cancel_oppfu
  # recreate a quofu centric follow up
  opportunity.create_follow_up_activity(follow_up_task_type:)
end

#secondary_sales_rep ⇒ Object

Alias for Customer#secondary_sales_rep

Returns:

  • (Object) —

    Customer#secondary_sales_rep

See Also:



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# File 'app/models/quote.rb', line 153

delegate    :primary_sales_rep, :secondary_sales_rep, :local_sales_rep, to: :customer

#selection_name ⇒ Object 



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# File 'app/models/quote.rb', line 831

def selection_name
  reference_number_with_name
end

#send_profit_review_notification ⇒ Object 



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# File 'app/models/quote.rb', line 944

def send_profit_review_notification
  InternalMailer.quote_profit_review_notification(self).deliver_later
end

#sender ⇒ Object 



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# File 'app/models/quote.rb', line 793

def sender
  if primary_sales_rep
    primary_sales_rep
  elsif opportunity.primary_sales_rep
    opportunity.primary_sales_rep
  elsif customer.primary_sales_rep
    customer.primary_sales_rep
  end
end

#service_distance ⇒ Object 



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# File 'app/models/quote.rb', line 991

def service_distance
  zip_code = opportunity.installation_postal_code
  SmartServicesController.helpers.calculate_distance_from_lz(zip_code)
end

#set_currency ⇒ Object 



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# File 'app/models/quote.rb', line 680

def set_currency
  store_currency = begin
    opportunity.customer.store.currency
  rescue StandardError
    nil
  end
  self.currency = store_currency if store_currency
end

#set_default_quote_type ⇒ Object (protected) 



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# File 'app/models/quote.rb', line 1063

def set_default_quote_type
  self.quote_type ||= prefix_for_reference_number
  return unless quote_type_changed? && reference_number.present?

  self.reference_number = "#{quote_type}#{reference_number[2..50]}"
end

#set_expiration_date ⇒ Object (protected) 



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# File 'app/models/quote.rb', line 1049

def set_expiration_date
  return if complete?

  self.expiration_date = calculate_expiration_date
end

#set_min_profit_markup ⇒ Object (protected) 



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# File 'app/models/quote.rb', line 1055

def set_min_profit_markup
  self.min_profit_markup = if quote_type == 'SQ'
                             default_sales_markup
                           else
                             0
                           end
end

#set_opportunity_value ⇒ Object 



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# File 'app/models/quote.rb', line 823

def set_opportunity_value
  opportunity&.calculate_value
end

#set_priority(save = true) ⇒ Object 



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# File 'app/models/quote.rb', line 689

def set_priority(save = true)
  highest_priority = begin
    RoomConfiguration::PRIORITIES[room_configurations.map(&:priority_urgency_factor).min]
  rescue StandardError
    'standard'
  end
  if save
    update_attribute(:priority, highest_priority)
  else
    self.priority = highest_priority
  end
end

#set_reference_number ⇒ Object 



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# File 'app/models/quote.rb', line 898

def set_reference_number
  self.reference_number ||= get_next_reference_number
end

#shipping_address_nil_or_valid? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 574

def shipping_address_nil_or_valid?
  shipping_address.nil? || shipping_address.valid?
end

#smartsupport_info ⇒ Object 



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# File 'app/models/quote.rb', line 961

def smartsupport_info
  return nil if service_distance.nil?

  smartsupport_data(service_distance)
end

#sms_enabled_numbers ⇒ Object 



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# File 'app/models/quote.rb', line 539

def sms_enabled_numbers
  ContactPoint.joins(:party).merge(all_participants).sms_numbers.order(:detail).map(&:formatted_for_sms).uniq
end

#sms_messages ⇒ Object 



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# File 'app/models/quote.rb', line 543

def sms_messages
  SmsMessage.for_numbers(sms_enabled_numbers)
end

#sold? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 750

def sold?
  orders.non_carts.active.present?
end

#special_ordering_instructions ⇒ Object 



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# File 'app/models/quote.rb', line 674

def special_ordering_instructions
  customer.billing_address.party.ordering_instructions
rescue StandardError
  nil
end

#stop_for_pre_pack? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 1022

def stop_for_pre_pack?
  return false unless can_request_estimated_packaging?
  return false if shipping_address.nil?
  return false if customer.is_e_commerce_misc?
  return false if line_items.empty?
  return false if room_configurations.present? && !room_configurations.all?(&:transmittable_and_settled?)
  return false if deliveries.all? { |d| (d.shipments.packed.any? && d.all_lines_allocated_to_shipments?) || d.is_smart_service? }

  need_to_pre_pack_reasons.any?
end

#stop_for_profit_review? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 1009

def stop_for_profit_review?
  # Etailer orders are immune
  return false if customer.is_e_commerce_misc?
  return false if line_items.empty?
  return false if room_configurations.present? && !room_configurations.all?(&:transmittable?)

  !profit_margins_met?
end

#store ⇒ Object

Alias for Customer#store

Returns:

  • (Object) —

    Customer#store

See Also:



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# File 'app/models/quote.rb', line 150

delegate    :store, to: :customer

#support_cases ⇒ ActiveRecord::Relation<SupportCase>

Returns:

See Also:



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# File 'app/models/quote.rb', line 171

has_and_belongs_to_many :support_cases

#tier2_program_pricing ⇒ Object 



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# File 'app/models/quote.rb', line 915

def tier2_program_pricing
  discounts.tier2.first
end

#tier2_program_pricing_coupon ⇒ Object 



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# File 'app/models/quote.rb', line 919

def tier2_program_pricing_coupon
  tier2_program_pricing.coupon if tier2_program_pricing
end

#to_liquid ⇒ Object 



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# File 'app/models/quote.rb', line 405

def to_liquid
  Liquid::QuoteDrop.new self
end

#to_order(order = nil, txid = nil) ⇒ Object 



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# File 'app/models/quote.rb', line 746

def to_order(order = nil, txid = nil)
  convert_to_order_service.convert(order, txid)
end

#to_s ⇒ Object 



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# File 'app/models/quote.rb', line 827

def to_s
  "Quote # #{reference_number_with_name}"
end

#total_amps ⇒ Object 



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# File 'app/models/quote.rb', line 1000

def total_amps
  room_configurations.to_a.sum { |rc| rc.calculate_total_amps.round(2) }&.round(2)
end

#track_profit? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 996

def track_profit?
  profitable_line_items.present? && is_sales_quote?
end

#tracking_email_address ⇒ Object 



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# File 'app/models/quote.rb', line 835

def tracking_email_address
  domain = Rails.application.config.x.email_domain
  prefix = 'quo'
  encrypted_id = Encryption.encrypt_string(id.to_s)
  "#{prefix}+id#{encrypted_id}@#{domain}"
end

#uploads ⇒ ActiveRecord::Relation<Upload>

Returns:

  • (ActiveRecord::Relation<Upload>)

See Also:



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# File 'app/models/quote.rb', line 163

has_many    :uploads, as: :resource, dependent: :destroy

#versions_for_audit_trail(_params = {}) ⇒ Object 



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# File 'app/models/quote.rb', line 460

def versions_for_audit_trail(_params = {})
  query_sql = %q{
                (item_type = 'Quote' and item_id = :id)
                OR (
                  item_type = 'LineItem'
                    AND reference_data @> '{"resource_type": "Quote"}'
                    AND reference_data @> '{"resource_id": :id}'
                )
                OR (
                  item_type = 'Delivery'
                    AND reference_data @> '{"quote_id": :id}'
                )
                OR (
                  item_type = 'Discount'
                    AND reference_data @> '{"itemizable_id": :id}'
                    AND reference_data @> '{"itemizable_type": "Quote"}'
                )
              }
  RecordVersion.where(query_sql, id:)
end

#visit ⇒ Visit

Returns:

See Also:



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# File 'app/models/quote.rb', line 159

belongs_to  :visit, optional: true

#will_complete? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 491

def will_complete?
  line_items.any? &&
    shipping_address_nil_or_valid? &&
    all_rooms_complete_or_cancelled_or_draft? &&
    profit_margins_met?
end

#will_installation_plans_complete? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 498

def will_installation_plans_complete?
  room_configurations.exists? && all_rooms_complete_or_cancelled_or_draft? && line_items.present?
end

#will_pending_project_details? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 518

def will_pending_project_details?
  awaiting_completed_installation_plans? ||
    (line_items.empty? && room_configurations.any?(&:draft?))
end

#will_ready_for_design? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 502

def will_ready_for_design?
  room_configurations.exists? && any_rooms_in_design?
end

#will_ready_to_transmit? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/quote.rb', line 506

def will_ready_to_transmit?
  line_items.any? &&
    shipping_address_nil_or_valid? &&
    profit_margins_met? &&
    !stop_for_pre_pack? &&
    (room_configurations.empty? || room_configurations.all?(&:transmittable?))
end

#zones ⇒ Object 



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# File 'app/models/quote.rb', line 620

def zones
  # Zones are combinations of room configurations which are controlled together and regular rooms
  # Ramie: I'd say this is an unfortunate choice of name. we already have a well developed concept of room zones, rectangular areas within a room that are heateded areas, along with the model, methods and etc.
end