Class: Source

Inherits:
ApplicationRecord show all
Includes:
Models::Auditable, Models::LiquidMethods, Models::LtreeLineage, Models::LtreePathBuilder, PgSearch::Model
Defined in:
app/models/source.rb

Overview

== Schema Information

Table name: sources
Database name: primary

id :integer not null, primary key
analytics_source :string(255)
campaign :string(255)
customers_count :integer
description :string(255)
featured_until :datetime
full_name :string(500)
last_used_at :datetime
ltree_path_ids :ltree
ltree_path_slugs :ltree
name :string(255)
referral_code :string(20)
referrer_regexp :string is an Array
tracking_phone_number :string
utm_campaign :string is an Array
utm_medium :string is an Array
utm_source :string is an Array
visibility :enum default("active"), not null
created_at :datetime
updated_at :datetime
creator_id :integer
google_campaign_id :string
parent_id :integer
updater_id :integer
utm_id :string is an Array

Indexes

index_sources_on_full_name (full_name)
index_sources_on_google_campaign_id_unique (google_campaign_id) UNIQUE WHERE ((google_campaign_id IS NOT NULL) AND ((google_campaign_id)::text <> ''::text))
index_sources_on_last_used_at (last_used_at)
index_sources_on_ltree_path_ids (ltree_path_ids) USING gist
index_sources_on_ltree_path_slugs (ltree_path_slugs) USING gist
index_sources_on_name (name)
index_sources_on_parent_id (parent_id)
index_sources_on_referral_code (referral_code)

Defined Under Namespace

Classes: SetInvoiceSource

Constant Summary collapse

UNKNOWN_ID = 
851
VISIBILITIES = 
%w[active hidden archived].freeze

Constants included from Models::Auditable

Models::Auditable::ALWAYS_IGNORED

Instance Attribute Summary collapse

Attributes included from Models::LtreePathBuilder

#skip_ltree_rebuild

Has one collapse

Has many collapse

Methods included from Models::LtreeLineage

#children

Class Method Summary collapse

Instance Method Summary collapse

Methods included from Models::Auditable

#all_skipped_columns, #audit_reference_data, #creator, #should_not_save_version, #stamp_record, #updater

Methods included from Models::LtreePathBuilder

#build_ltree_path_ids_value, #build_ltree_path_slugs_value, #build_slug_ltree_value, builds_ltree_path, #compute_ltree_ancestor_ids, #derive_cached_ancestor_ids, #ltree_descendant_ids, rebuild_all_ltree_paths!, rebuild_subtree_ltree_paths!, syncs_items_on_ltree_change?

Methods included from Models::LtreeLineage

acts_as_ltree_lineage, ancestors_ids, #ancestors_ids, define_ltree_scopes, define_ordered_ltree_methods, #descendant_of_path?, descendants_ids, #descendants_ids, #generate_full_name, #generate_full_name_array, #lineage, #lineage_array, #lineage_simple, #ltree_ancestor_of?, #ltree_descendant_of?, #ltree_slug, #ltree_slug_path, #parent, #path_includes?, #root, #root?, #root_id, root_ids, self_ancestors_and_descendants_ids, #self_ancestors_and_descendants_ids, self_and_ancestors_ids, #self_and_ancestors_ids, #self_and_children, self_and_descendants_ids, #self_and_descendants_ids, #self_and_siblings, #siblings

Methods inherited from ApplicationRecord

ransackable_associations, ransackable_attributes, ransackable_scopes, ransortable_attributes, #to_relation

Methods included from Models::EventPublishable

#publish_event

Instance Attribute Details

#analytics_source ⇒ Object (readonly) 



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# File 'app/models/source.rb', line 89

validates :name, :description, :campaign, :analytics_source, length: { maximum: 255 }

#campaign ⇒ Object (readonly) 



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# File 'app/models/source.rb', line 89

validates :name, :description, :campaign, :analytics_source, length: { maximum: 255 }

#description ⇒ Object (readonly) 



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# File 'app/models/source.rb', line 89

validates :name, :description, :campaign, :analytics_source, length: { maximum: 255 }

#full_name ⇒ Object (readonly) 



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# File 'app/models/source.rb', line 90

validates :full_name, length: { maximum: 500 }

#name ⇒ Object (readonly) 



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# File 'app/models/source.rb', line 86

validates :name, presence: true

#referral_code ⇒ Object (readonly) 



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# File 'app/models/source.rb', line 87

validates :referral_code, uniqueness: { allow_blank: true }

Class Method Details

.all_options_for_select(exclude_source = nil) ⇒ Object 



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# File 'app/models/source.rb', line 294

def self.all_options_for_select(exclude_source = nil)
  sources = Source.all
  if exclude_source
    self_and_descendants_ids = exclude_source.self_and_descendants_ids
    sources = sources.where.not(id: exclude_source.self_and_descendants_ids) if self_and_descendants_ids.present?
  end
  sources.order('full_name').map { |s| [s.name_for_select, s.id] }
end

.bing_cpc ⇒ Object 



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# File 'app/models/source.rb', line 116

def self.bing_cpc
  Source.find_by(referral_code: 'BINGPPC')
end

.bing_organic ⇒ Object 



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# File 'app/models/source.rb', line 120

def self.bing_organic
  Source.find_by(referral_code: 'BINGORG')
end

.campaign_options_for_select(customer, opportunity = nil, order = nil) ⇒ Object 



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# File 'app/models/source.rb', line 309

def self.campaign_options_for_select(customer, opportunity = nil, order = nil)
  options = customer.campaigns.active.collect { |c| c.source }.map { |s| [s.full_name, s.id] }.sort_by { |s| s[0] }
  options << [opportunity.source.full_name, opportunity.source_id] if opportunity and opportunity.source and opportunity.source.campaigns.any?
  options << [order.source.full_name, order.source_id] if order and order.source and order.source.campaigns.any?
  options
end

.campaign_sources_featured_for_customer(customer) ⇒ Object 



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# File 'app/models/source.rb', line 316

def self.campaign_sources_featured_for_customer(customer)
  Source.joins(:campaigns).merge(customer.campaigns.active).order(:name).pluck(:name, :id)
end

.email_campaign_id ⇒ Object 



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# File 'app/models/source.rb', line 234

def self.email_campaign_id
  Source.find_by(full_name: 'Campaigns > Email')&.id
end

.facebook ⇒ Object 



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# File 'app/models/source.rb', line 112

def self.facebook
  Source.find_by(referral_code: 'H8SB1D')
end

.find_from_params(params, referrer: nil) ⇒ Object

Used to find source based on various web landing page urls etc



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# File 'app/models/source.rb', line 141

def self.find_from_params(params, referrer: nil)
  s = nil
  referrer = referrer.presence
  rc = params[:referral_code].presence || params[:rc].presence || params[:utm_id].presence || params[:utm_campaign].presence

  if rc.nil? && referrer
    parsed_ref = begin
      Addressable::URI.parse(referrer)
    rescue StandardError
      nil
    end
    # Parse the referral_code or rc in the query string of the referring page
    # This is useful for detecting the source from cached page entries
    # where the first hit to our server and session creation is by global.js
    rc = parsed_ref.query_values['referral_code'] || parsed_ref.query_values['rc'] || parsed_ref.query_values['utm_id'] if parsed_ref&.query_values
  end

  # Sanitize the rc, it has to be 6 alphanum
  rc = rc&.scan(/\w{6}/)&.first&.presence

  if rc
    # The referral code always takes precedence
    s = find_by(referral_code: rc)
  end

  # utm id are some of the most specific and tried first
  if s.nil? && params[:utm_id].present?
    s = where.overlap(utm_id: [params[:utm_id]]).first
    # Try a ref code match
    s ||= find_by(referral_code: params[:utm_id])
  end

  # utm campaign? this is the most specific therefore tried first
  if s.nil? && params[:utm_campaign].present?
    s = where.overlap(utm_campaign: [params[:utm_campaign]]).first
    # Try a ref code match
    s ||= find_by(referral_code: params[:utm_campaign])
  end

  # Special case: Google organic free product listing clicks append srsltid
  # If detected, map explicitly to GOOGPL subsource
  s = find_by(referral_code: 'GOOGPL') if s.nil? && params[:srsltid].present?

  # Lookup by utm_source & medium
  if s.nil? && params[:utm_source].present?
    candidates = where.overlap(utm_source: [params[:utm_source]])
    s = candidates.where.overlap(utm_medium: [params[:utm_medium]]).first if params[:utm_medium].present?
    # If no match on utm medium we take the first match on source
    s ||= candidates.first
  end

  # referrer, we're going to use ruby's regular expression, so first detect which
  # source to evaluate then pass them through the regexp evaluator
  if s.nil? && referrer.present?
    s = where('referrer_regexp IS NOT NULL AND cardinality(referrer_regexp) > 0').detect do |source|
      source.safe_referrer_regexp.any? { |regexp| regexp.match?(referrer) }
    end
  end

  # Now fallback to legacy methods

  # _vsrefdom or other indicator or a
  s ||= google_ads if params['_vsrefdom'] == 'googleppc' ||
                      params['utm_source'] == 'googleppc' ||
                      params['gclid'].present? ||
                      referrer =~ %r{\Ahttp(s)?://www\.googleadservices\.}
  s ||= google_organic if %r{\Ahttp(s)?://www\.google\.}.match?(referrer)
  s ||= bing_cpc if params['utm_source'] == 'bing' &&
                    params['utm_medium'] == 'cpc'
  s ||= bing_organic if /bing\./.match?(referrer)
  s ||= yahoo if /yahoo\./.match?(referrer)
  s ||= twitter if %r{/t\.co/}.match?(referrer)
  s ||= facebook if /facebook\./.match?(referrer)
  s ||= pinterest if /pinterest\./.match?(referrer)
  s ||= generic_web if referrer.present? && (referrer =~ /warmlyyours\.com/).nil?
  s
end

.generic_web ⇒ Object 



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# File 'app/models/source.rb', line 128

def self.generic_web
  Source.find_by(referral_code: 'WEBSE')
end
 


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# File 'app/models/source.rb', line 100

def self.google_ads
  Source.find_by(referral_code: '9S6XPT')
end

.google_organic ⇒ Object 



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# File 'app/models/source.rb', line 104

def self.google_organic
  Source.find_by(referral_code: '21TKYJ')
end

.grouped_options_for_select(parent_id = nil) ⇒ Object 



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# File 'app/models/source.rb', line 260

def self.grouped_options_for_select(parent_id = nil)
  sources_grouped = {}
  source = begin
    Source.find(parent_id)
  rescue StandardError
    nil
  end
  if source.nil?
    sources_grouped['Categories'] = Source.visible.roots_sorted.map { |s| [s.name, s.id] }
  else
    all_sources = []
    source_children = source.children.visible.sort_by { |s| s.full_name.to_s }
    if source_children.empty?
      # Basically do not render the tree down any further
      source.name = source.full_name
      all_sources << source
    else
      source.name = "#{source.full_name} (#{source_children.length} more choices below)"
      all_sources << source
      all_sources.concat(source_children.each { |s| s.name = " > #{s.name} [#{s.referral_code}]" })
    end
    sources_grouped["Sources for #{source.name}"] = all_sources.map { |s| [s.name, s.id] }
  end
  sources_grouped
end

.not_archived ⇒ ActiveRecord::Relation<Source>

A relation of Sources that are not archived. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Source>)

See Also:



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# File 'app/models/source.rb', line 72

scope :not_archived, -> { where.not(visibility: :archived) }

.options_for_select_by_ref(ref_code) ⇒ Object 



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# File 'app/models/source.rb', line 286

def self.options_for_select_by_ref(ref_code)
  source_name = "%#{ref_code}%"
  return Source.grouped_options_for_select(nil) if ref_code.blank?

  all_sources = Source.where('full_name ILIKE ?', source_name)
  [["Search results for #{ref_code}", all_sources.map { |s| [s.full_name, s.id] }]]
end

.outside_sales_campaign_id ⇒ Object 



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# File 'app/models/source.rb', line 230

def self.outside_sales_campaign_id
  Source.find_by(full_name: 'Campaigns > Outside Sales')&.id
end

.parent_options_for_select ⇒ Object 



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# File 'app/models/source.rb', line 320

def self.parent_options_for_select
  Source.roots.order('full_name').map { |s| [s.full_name, s.id] }
end

.pinterest ⇒ Object 



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# File 'app/models/source.rb', line 136

def self.pinterest
  Source.find_by(referral_code: 'Y88HHI')
end

.roots_sorted ⇒ ActiveRecord::Relation<Source>

A relation of Sources that are roots sorted. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Source>)

See Also:



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# File 'app/models/source.rb', line 73

scope :roots_sorted, -> { where(Source[:parent_id].eq(nil)).sorted }

.select_options ⇒ Object 



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# File 'app/models/source.rb', line 250

def self.select_options
  Source.visible.roots_sorted.map { |s| [s.name, s.name] }
end

.select_suboptions(option) ⇒ Object 



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# File 'app/models/source.rb', line 254

def self.select_suboptions(option)
  source_option = "%#{option}%"
  sources_suboptions = Source.where('full_name ILIKE ?', source_option)
  sources_suboptions.map { |s| s.id }
end

.sorted ⇒ ActiveRecord::Relation<Source>

A relation of Sources that are sorted. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Source>)

See Also:



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# File 'app/models/source.rb', line 70

scope :sorted, -> { order(:name) }

.twitter ⇒ Object 



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# File 'app/models/source.rb', line 132

def self.twitter
  Source.find_by(referral_code: 'W73BKY')
end

.unknown_source ⇒ Object 



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# File 'app/models/source.rb', line 108

def self.unknown_source
  Source.find(UNKNOWN_ID)
end

.utm_campaign_select_options ⇒ Object 



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# File 'app/models/source.rb', line 375

def self.utm_campaign_select_options
  Rails.cache.fetch(%i[sources utm_campaign select], expires_in: 24.hours) do
    Visit.where.not(utm_campaign: nil).distinct.pluck(:utm_campaign).map { |o| Addressable::URI.unescape(o) }.compact.uniq.sort
  end || []
end

.utm_id_select_options ⇒ Object 



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# File 'app/models/source.rb', line 387

def self.utm_id_select_options
  Rails.cache.fetch(%i[sources utm_id select], expires_in: 24.hours) do
    Visit.where.not(utm_id: nil).distinct.pluck(:utm_id).map { |o| Addressable::URI.unescape(o) }.compact.uniq.sort
  end || []
end

.utm_medium_select_options ⇒ Object 



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# File 'app/models/source.rb', line 399

def self.utm_medium_select_options
  Rails.cache.fetch(%i[sources utm_sources], expires_in: 24.hours) do
    Visit.where.not(utm_medium: nil).order(:utm_medium).pluck('distinct utm_medium').map(&:presence).compact.uniq.map do |o|
      Addressable::URI.unescape(o)
    rescue StandardError
      nil
    end.compact
  end || []
end

.utm_sources_select_options ⇒ Object 



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# File 'app/models/source.rb', line 359

def self.utm_sources_select_options
  Rails.cache.fetch(%i[sources utm_sources], expires_in: 24.hours) do
    Visit.where.not(utm_source: nil).order(:utm_source).pluck('distinct utm_source').map(&:presence).compact.uniq.map do |o|
      Addressable::URI.unescape(o)
    rescue StandardError
      nil
    end.compact
  end || []
end

.visible ⇒ ActiveRecord::Relation<Source>

A relation of Sources that are visible. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Source>)

See Also:



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# File 'app/models/source.rb', line 71

scope :visible, -> { where(visibility: :active) }

.visible_options_for_select(account: nil) ⇒ Object 



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# File 'app/models/source.rb', line 303

def self.visible_options_for_select(account: nil)
  full_source_access =  && (.has_role?('marketing_rep') || .can?(:manage, Source))
  sources = full_source_access ?  Source.all : Source.visible
  sources.order(:full_name).map { |s| [s.name_for_select, s.id] }
end

.with_children_count ⇒ ActiveRecord::Relation<Source>

A relation of Sources that are with children count. Active Record Scope

Returns:

  • (ActiveRecord::Relation<Source>)

See Also:



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# File 'app/models/source.rb', line 74

scope :with_children_count, -> { select('sources.*,(select count(sc.id) from sources sc where sc.parent_id = sources.id) as children_count') }

.yahoo ⇒ Object 



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# File 'app/models/source.rb', line 124

def self.yahoo
  Source.find_by(referral_code: 'YAHOO')
end

Instance Method Details

#add_customer_to_campaign(customer) ⇒ Object 



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# File 'app/models/source.rb', line 419

def add_customer_to_campaign(customer)
  return if customer.guest?
  return unless customer.contactable?

  campaign = campaigns.first || campaign_emails.first.try(:campaign)
  return if campaign.nil?

  campaign.add_customer(customer)
end

#call_logs ⇒ ActiveRecord::Relation<CallLog>

Returns:

  • (ActiveRecord::Relation<CallLog>)

See Also:



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# File 'app/models/source.rb', line 64

has_many :call_logs

#campaign_emails ⇒ ActiveRecord::Relation<CampaignEmail>

Returns:

See Also:



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# File 'app/models/source.rb', line 63

has_many :campaign_emails

#campaigns ⇒ ActiveRecord::Relation<Campaign>

Returns:

See Also:



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# File 'app/models/source.rb', line 62

has_many :campaigns

#customers ⇒ ActiveRecord::Relation<Customer>

Returns:

See Also:



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# File 'app/models/source.rb', line 60

has_many :customers, dependent: :nullify

#descendant_of?(other_source) ⇒ Boolean

Returns true if this source is a more specific child of the given source.
Used for "narrowing" attribution: Google (4003) → Google Ads (1155).

Returns:

  • (Boolean) 


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# File 'app/models/source.rb', line 244

def descendant_of?(other_source)
  return false if other_source.nil?

  ltree_descendant_of?(other_source)
end

#generate_ref_code ⇒ Object 



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# File 'app/models/source.rb', line 453

def generate_ref_code
  begin
    # I avoid 0 and O since they could lead to confusion when printing/reciting
    alphanumerics = [('1'..'9'), ('A'..'N'), ('P'..'Z')].map { |range| range.to_a }.flatten
    new_ref_code = (0...6).map { alphanumerics[Kernel.rand(alphanumerics.size)] }.join
  end until Source.where(referral_code: new_ref_code).empty?
  new_ref_code
end

#invoices ⇒ ActiveRecord::Relation<Invoice>

Returns:

  • (ActiveRecord::Relation<Invoice>)

See Also:



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# File 'app/models/source.rb', line 59

has_many :invoices

#lead_count ⇒ Object 



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# File 'app/models/source.rb', line 433

def lead_count
  Customer.non_guests.where(source_id: self_and_descendants_ids).count
end

#linked_to_campaign? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/source.rb', line 355

def linked_to_campaign?
  campaigns.present? || campaign_emails.present?
end

#name_for_select ⇒ Object 



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# File 'app/models/source.rb', line 324

def name_for_select
  base = read_attribute(:full_name).presence || read_attribute(:name).presence || "Source #{id}"
  n = +base.to_s
  n << " [#{referral_code}]" if referral_code.present? && !n.include?(referral_code.to_s)
  n
end

#normalize_format ⇒ Object 



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# File 'app/models/source.rb', line 462

def normalize_format
  self.tracking_phone_number = PhoneNumber.parse_and_format(tracking_phone_number)
end

#ok_to_destroy? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/source.rb', line 429

def ok_to_destroy?
  customers.empty? && children.each(&:ok_to_destroy?)
end

#opportunities ⇒ ActiveRecord::Relation<Opportunity>

Returns:

See Also:



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# File 'app/models/source.rb', line 57

has_many :opportunities

#opportunities_count ⇒ Object 



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# File 'app/models/source.rb', line 441

def opportunities_count
  Opportunity.joins(:customer).where(source_id: self_and_descendants_ids).where("parties.state <> 'guest'").count
end

#orders ⇒ ActiveRecord::Relation<Order>

Returns:

  • (ActiveRecord::Relation<Order>)

See Also:



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# File 'app/models/source.rb', line 58

has_many :orders

#orders_count ⇒ Object 



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# File 'app/models/source.rb', line 437

def orders_count
  Order.where(source_id: self_and_descendants_ids).count
end

#post ⇒ Post

Returns:

See Also:



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# File 'app/models/source.rb', line 55

has_one :post

#profit ⇒ Object 



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# File 'app/models/source.rb', line 449

def profit
  Invoice.where(source_id: self_and_descendants_ids).sum(:profit_consolidated)
end

#referrer_regexp_select_options ⇒ Object 



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# File 'app/models/source.rb', line 415

def referrer_regexp_select_options
  (referrer_regexp || []).map(&:presence).compact.uniq
end

#revenue ⇒ Object 



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# File 'app/models/source.rb', line 445

def revenue
  Invoice.where(source_id: self_and_descendants_ids).sum(:revenue_consolidated)
end

#safe_referrer_regexp ⇒ Object

Makes sure you get a clean array of Regexp object for referrer_regexp



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# File 'app/models/source.rb', line 220

def safe_referrer_regexp
  return [] if referrer_regexp.blank?

  referrer_regexp.map do |regexp|
    Regexp.new(regexp)
  rescue StandardError
    nil
  end.compact
end

#self_and_descendants_customer_size ⇒ Object 



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# File 'app/models/source.rb', line 343

def self_and_descendants_customer_size
  Customer.non_guests.where(source_id: self_and_descendants_ids).count
end

#self_and_descendants_events_size ⇒ Object 



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# File 'app/models/source.rb', line 339

def self_and_descendants_events_size
  Visit.where(source_id: self_and_descendants_ids).joins(:visit_events).count
end

#self_and_descendants_opportunity_size ⇒ Object 



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# File 'app/models/source.rb', line 347

def self_and_descendants_opportunity_size
  Opportunity.where(source_id: self_and_descendants_ids).count
end

#self_and_descendants_order_size ⇒ Object 



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# File 'app/models/source.rb', line 351

def self_and_descendants_order_size
  Order.where(source_id: self_and_descendants_ids, state: 'invoiced', order_type: 'SO').count
end

#self_and_descendants_referral_code ⇒ Object 



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# File 'app/models/source.rb', line 331

def self_and_descendants_referral_code
  @self_and_descendants_referral_code ||= self_and_descendants.where.not(referral_code: nil).pluck(:referral_code)
end

#self_and_descendants_visits_size ⇒ Object 



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# File 'app/models/source.rb', line 335

def self_and_descendants_visits_size
  Visit.by_source_id_with_descendants(id).count
end

#unknown_source? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/source.rb', line 238

def unknown_source?
  id == UNKNOWN_ID
end

#utm_campaign_select_options ⇒ Object 



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# File 'app/models/source.rb', line 381

def utm_campaign_select_options
  res = self.class.utm_campaign_select_options
  res += utm_campaign || []
  res.compact.uniq.sort
end

#utm_id_select_options ⇒ Object 



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# File 'app/models/source.rb', line 393

def utm_id_select_options
  res = self.class.utm_id_select_options
  res += utm_id || []
  res.compact.uniq.sort
end

#utm_medium_select_options ⇒ Object 



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

def utm_medium_select_options
  res = self.class.utm_medium_select_options
  res += utm_medium || []
  res.compact.uniq.sort
end

#utm_sources_select_options ⇒ Object 



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# File 'app/models/source.rb', line 369

def utm_sources_select_options
  res = self.class.utm_sources_select_options
  res += utm_source || []
  res.compact.uniq.sort
end

#visits ⇒ ActiveRecord::Relation<Visit>

Returns:

  • (ActiveRecord::Relation<Visit>)

See Also:



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# File 'app/models/source.rb', line 61

has_many :visits