Class: Sales::DropRep

Inherits:
BaseService
  • Object
show all
Defined in:
app/services/sales/drop_rep.rb

Overview

Operation to set a new source on invoices and related order and opportunity

Defined Under Namespace

Classes: Result

Instance Method Summary collapse

Instance Method Details

#process(customer_drop_event) ⇒ Object

Pass a customer_drop_event that is not yet saved, it is simplest to reuse
this model as a command pattern.



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# File 'app/services/sales/drop_rep.rb', line 10

def process(customer_drop_event)
  return Result.new(success: false) unless customer_drop_event.new_record? && customer_drop_event.valid?
  success = false
  remove_rep_ids = []
  CustomerDropEvent.transaction do
    customer = customer_drop_event.customer
    sales_rep_id = customer_drop_event.sales_rep_id
    reason_code = customer_drop_event.reason_code
    close_result = evaluate_for_closure(customer, reason_code)
    if close_result == :close_customer
      # All reps will be removed
      remove_rep_ids = [customer.primary_sales_rep_id,customer.secondary_sales_rep_id,customer.local_sales_rep_id].compact.uniq
    elsif is_primary_rep = sales_rep_id == customer.primary_sales_rep_id && customer.secondary_sales_rep_id
      # Secondary is automatically removed when primary goes
      remove_rep_ids = [customer.primary_sales_rep_id,customer.secondary_sales_rep_id].compact.uniq
    else
      # just the designated rep goes
      remove_rep_ids = [sales_rep_id]
    end
    remove_rep_ids.compact.uniq.each do |sales_rep_id|
      remove_existing_rep(sales_rep_id, customer)
      cancel_rep_activities(customer,sales_rep_id)
    end

    # move customer back to lead_qualify if reassign and we're dropping a primary rep
    customer.state = 'lead_qualify' if customer_drop_event.reassign_rep? && is_primary_rep
    customer.save!
    success = true
  end
  return Result.new(success: success, remove_rep_ids: remove_rep_ids)

end