Class: AgreementParticipant

Inherits:
ApplicationRecord show all
Includes:
Models::Auditable, Models::LiquidMethods
Defined in:
app/models/agreement_participant.rb

Overview

== Schema Information

Table name: agreement_participants
Database name: primary

id :bigint not null, primary key
preferred_language :string default("en")
reference :string
sign_page_url :string
signed :boolean default(FALSE)
signed_date :datetime
signer_reference :string
created_at :datetime not null
updated_at :datetime not null
agreement_id :integer
email_id :integer
party_id :integer
phone_id :integer

Constant Summary collapse

ROLES =

Roles.

{ 'electrician' => ProfileConstants::ELECTRICIAN,
'installer' => ProfileConstants::INSTALLER,
'iso' => ProfileConstants::UNKNOWN_TRADE,
'store' => ProfileConstants::DEALER,
'homeowner' => ProfileConstants::HOMEOWNER,
'other' => ProfileConstants::UNKNOWN_TRADE }.freeze

Constants included from Models::Auditable

Models::Auditable::ALWAYS_IGNORED

Constants included from Models::Schedulable

Models::Schedulable::SIMPLE_FORM_OPTIONS

Instance Attribute Summary collapse

Belongs to collapse

Methods included from Models::Auditable

#creator, #updater

Has many collapse

Class Method Summary collapse

Instance Method Summary collapse

Methods included from Models::Auditable

#all_skipped_columns, #audit_reference_data, #should_not_save_version, #stamp_record

Methods inherited from ApplicationRecord

ransackable_associations, ransackable_attributes, ransackable_scopes, ransortable_attributes, #to_relation

Methods included from Models::Schedulable

config

Methods included from Models::AfterCommittable

#after_commit

Methods included from Models::EventPublishable

#publish_event

Instance Attribute Details

#contact_name ⇒ Object

Returns the value of attribute contact_name.



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# File 'app/models/agreement_participant.rb', line 33

def contact_name
  @contact_name
end

#party_name ⇒ Object

Returns the value of attribute party_name.



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# File 'app/models/agreement_participant.rb', line 33

def party_name
  @party_name
end

Class Method Details

.find_participants(_agreement, params = {}) ⇒ Hash{Symbol => Array, Integer}

Parameters:

  • _agreement (Agreement) —

    unused agreement

  • params (Hash) (defaults to: {}) —

    search parameters

Returns:

  • (Hash{Symbol => Array, Integer}) 


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

def self.find_participants(_agreement, params = {})
  results_array = []
  results = []
  if (search_term = params[:q].presence)
    per_page = (params[:per_page] || 10).to_i
    page = (params[:page] || 1).to_i
    if (cn_term = search_term.scan(Customer::REFERENCE_NUMBER_PATTERN).join.upcase.presence)
      results += Customer.where(id: cn_term).to_a
    elsif !search_term.match?(/[a-zA-Z]/) && (phone = PhoneNumber.parse(search_term)) && phone.valid?
      results = Party.customer_or_contact.joins(:contact_points).merge(ContactPoint.dialable.where(detail: phone.to_s)).limit(per_page).offset((page - 1) * per_page).to_a
    elsif (email = search_term.scan(ContactPoint::EMAIL_REGEXP).join.presence&.downcase)
      results = Party.customer_or_contact.joins(:contact_points).merge(ContactPoint.emails.where(detail: email)).limit(per_page).offset((page - 1) * per_page).to_a
    else # wild card lookup
      results += Party.customer_or_contact.lookup(search_term).limit(per_page).offset((page - 1) * per_page).to_a
    end
    # If we don't have a search term but we have a party_id we can load up suggested participants
  end
  if results.blank? && (party_id = params[:participant_id]).present?
    # Basically all contacts of the customer of that party
    party = Party.customer_or_contact.find(party_id)
    if party.customer
      results = party.customer.contacts.active.order(:full_name)
      results = results.where.not(id: params[:existing_participant_ids]) if params[:existing_participant_ids].present?
      results = results.to_a
    end
  end

  if results.present?
    results_array += results.uniq.map do |party|
      {
        text: party.to_s,
        id: party.id
      }
    end
  end
  results_array = results_array.sort_by { |r| r[:text] }

  total_entries = results.size
  { results: results_array, total: total_entries }
end

Instance Method Details

#agreement ⇒ Agreement?

Returns:

Validations:



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# File 'app/models/agreement_participant.rb', line 38

belongs_to :agreement, inverse_of: :agreement_participants, optional: true

#contact_points ⇒ ActiveRecord::Relation<ContactPoint>

Returns:



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# File 'app/models/agreement_participant.rb', line 45

has_many :contact_points, through: :party

#email ⇒ ContactPoint?

Returns:



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# File 'app/models/agreement_participant.rb', line 40

belongs_to :email, class_name: 'ContactPoint', inverse_of: :email_agreement_participants, optional: true

#party ⇒ Party?

Returns:

Validations:



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# File 'app/models/agreement_participant.rb', line 36

belongs_to :party, inverse_of: :agreement_participants, optional: true

#phone ⇒ ContactPoint?

Returns:



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# File 'app/models/agreement_participant.rb', line 42

belongs_to :phone, class_name: 'ContactPoint', inverse_of: :phone_agreement_participants, optional: true

#save_party ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/agreement_participant.rb', line 148

def save_party
  party&.save
  true
end

#set_party ⇒ void

This method returns an undefined value.



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

def set_party
  # Store contact points from form
  contact_points = party.contact_points.to_a if party&.new_record?
  contact_points ||= []

  customer_name = party_name.presence || contact_name.presence
  return if customer_name.blank? || role.blank? || party_id.present?

  c = Customer.new(catalog_id: default_catalog_id,
                   profile_id: ROLES[role],
                   source_id: default_source_id)
  if c.is_homeowner?
    pnp = PersonNameParser.new(customer_name)
    pnp.to_party(c)
  else
    c.full_name = customer_name
  end
  con = nil
  if c.valid?
    if contact_name.present? && contact_name != customer_name
      pnp = PersonNameParser.new(contact_name)
      con = Contact.new(customer: c)
      pnp.to_party(con)
      if con.valid?
        # Contact is the party
        self.party = con
      else
        con.errors.full_messages.each { |m| errors.add :contact_name, m }
      end
    else
      # Customer is the party
      self.party = c
    end
  else
    c.errors.full_messages.each { |m| errors.add :party_name, m }
  end

  # Carry over previously set contact points over to this new party
  return if contact_points.blank?

  contact_points.each { |cp| party.contact_points << cp unless party.contact_points.find { |ecp| ecp == cp } }
end