Class: Customer::NewCustomer

Inherits:
Object
  • Object
show all
Includes:
ActiveModel::API, ActiveModel::Attributes, ActiveModel::Validations, ActiveModel::Validations::Callbacks, Heatwave::AttributeNormalizing, StripAttributes
Defined in:
app/services/customer/new_customer.rb

Overview

Service object: new customer.
rubocop:disable Metrics/ClassLength -- pre-existing god-class (330+ lines on master); decompose separately

Constant Summary collapse

REP_ASSIGN_METHODS =

Rep assign methods.

{ aa: 'Auto Assign', sa: 'Self Assign', ma: 'Manually Assign', dna: 'Do Not Assign' }.with_indifferent_access

Instance Attribute Summary collapse

Delegated Instance Attributes collapse

Instance Method Summary collapse

Methods included from Heatwave::AttributeNormalizing

normalize

Instance Attribute Details

#cell ⇒ Object (readonly) 



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# File 'app/services/customer/new_customer.rb', line 72

validates :phone, :phone2, :cell, :fax, phone_format: true

#email ⇒ Object (readonly)

We always validate these fields no matter what step we're in

Validations:

  • Email_format 


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# File 'app/services/customer/new_customer.rb', line 71

validates :email, :email2, email_format: true

#email2 ⇒ Object (readonly)

We always validate these fields no matter what step we're in

Validations:

  • Email_format 


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# File 'app/services/customer/new_customer.rb', line 71

validates :email, :email2, email_format: true

#fax ⇒ Object (readonly) 



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# File 'app/services/customer/new_customer.rb', line 72

validates :phone, :phone2, :cell, :fax, phone_format: true

#phone ⇒ Object (readonly) 



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# File 'app/services/customer/new_customer.rb', line 72

validates :phone, :phone2, :cell, :fax, phone_format: true

#phone2 ⇒ Object (readonly) 



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# File 'app/services/customer/new_customer.rb', line 72

validates :phone, :phone2, :cell, :fax, phone_format: true

#website ⇒ Object (readonly) 



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# File 'app/services/customer/new_customer.rb', line 73

validates :website, url: { allow_nil: true, allow_blank: true }

Instance Method Details

#address_complete? ⇒ Boolean

Bare mininum information we need for a valid address

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 339

def address_complete?
  %i[street1 city postal_code country_iso].all? { |f| send(f).presence }
end

#allow_disablement_of_address_validation? ⇒ Boolean

Accessor method to determine if we can allow disabling the address validation

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 407

def allow_disablement_of_address_validation?
  @address_carrier_error
end

#assignment_step? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 108

def assignment_step?
  step == :assignment
end

#build_address(address) ⇒ Object

Copy over address attributes



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# File 'app/services/customer/new_customer.rb', line 307

def build_address(address)
  address.street1 = street1
  address.street2 = street2
  address.city = city
  address.state_code = state_code
  address.zip = postal_code
  address.country_iso3 = Country.find_by(iso: country_iso)&.iso3
  address.is_residential = residential_address.nil? ? false : residential_address
  address.lat = lat
  address.lng = lng
  address.has_loading_dock = has_loading_dock
  address.is_construction_site = is_construction_site
  address.requires_inside_delivery = requires_inside_delivery
  address.requires_liftgate = requires_liftgate
  address.limited_access = limited_access
  address.requires_appointment = requires_appointment
  address.disable_address_correction = disable_address_correction.nil? ? false : disable_address_correction
  address
end

#build_and_save_customer(check_for_spam: false) ⇒ Object

Builds, qualify, create lead and save customer



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# File 'app/services/customer/new_customer.rb', line 348

def build_and_save_customer(check_for_spam: false)
  customer = build_customer
  if check_for_spam && is_spam?
    customer.errors.add(:base, 'Spam customer detected')
  else
    customer.state = 'lead_qualify'
    customer.state_event = :complete_qualification unless start_in_lead_qualify?

    if customer.save
      # Update the return path
      self.return_path = return_path && customer.id && return_path.gsub('new_party_id', customer.id.to_s)
      NewLead::LeadActivityAssigner.new.process(customer, notes: notes) # unless customer.primary_sales_rep_id.nil?
      # record email preferences
      set_email_preferences
      # Broadcast product interest if any
      customer.broadcast_product_interest_changed(product_line_ids_added: customer.product_line_ids)
      # Broadcast buying groups if any
      customer.broadcast_buying_group_changed(buying_group_id_added: customer.buying_group_id)
      # Queue profile image lookup (logo from Logo.dev's image CDN)
      PartyProfileImageWorker.perform_async(customer.id)
      # Cheap domain-keyed brand pull (social profiles + description).
      # Complements — doesn't replace — the full Apollo/PDL/Gemini run
      # that fires later when the lead reaches `lead_qualify`: this one
      # needs nothing but a company domain, so a business lead lands
      # with its socials already proposed for review. No-ops for
      # homeowners and webmail-only leads.
      CurrentScope.without_job_tracking do
        PartyResearch::AutoEnricher.enqueue(customer, only: %w[logo_dev])
      end
    end
  end
  customer
end

#build_contact_points(party) ⇒ Object

Build the contact points into the party



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# File 'app/services/customer/new_customer.rb', line 328

def build_contact_points(party)
  party.contact_points.build(detail: phone, category: ContactPoint::PHONE) if phone.present?
  party.contact_points.build(detail: phone2, category: ContactPoint::PHONE) if phone2.present?
  party.contact_points.build(detail: cell, category: ContactPoint::CELL) if cell.present?
  party.contact_points.build(detail: fax, category: ContactPoint::FAX) if fax.present?
  party.contact_points.build(detail: email, category: ContactPoint::EMAIL) if email.present?
  party.contact_points.build(detail: email2, category: ContactPoint::EMAIL) if email2.present?
  party.contact_points.build(detail: website, category: ContactPoint::WEBSITE) if website.present?
end

#build_customer ⇒ Object

Instantiate a new customer translating all attributes from newcustomer



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# File 'app/services/customer/new_customer.rb', line 266

def build_customer
  cu = Customer.new
  cu.profile_id = profile_id
  cu.buying_group_id = buying_group_id
  cu.source_id = source_id
  cu.source_info = source_info.presence
  cu.preferred_language = preferred_language
  cu.catalog_id = catalog_id
  cu.tier2_program_pricing_id = tier2_program_pricing_id
  cu.gclid = gclid.presence
  # Split the person name, we'll reuse that later
  pnp = split_person_name
  if company_name.blank?
    pnp.to_party(cu)
  else # If not company, build a person
    cu.full_name = company_name
    if pnp.valid? # A contact is present
      cnt = cu.contacts.build
      pnp.to_party(cnt)
      cnt.job_title = job_title
    end
  end
  # Build the contact points into the contact if present otherwise customer
  build_contact_points(cnt || cu)
  cu.primary_sales_rep_id = primary_sales_rep_id
  cu.secondary_sales_rep_id = secondary_sales_rep_id
  cu.local_sales_rep_id = local_sales_rep_id
  cu.service_rep_id = service_rep_id
  cu.do_not_auto_assign = (rep_assignment_method.to_s.to_sym == :dna)
  cu.creation_method = creation_method

  # Build the address if we have all the elements
  if address_complete?
    a = build_address(cu.addresses.new)
    cu.shipping_address = cu.billing_address = cu.mailing_address = a
  end
  cu.product_line_ids = (product_line_ids || []).compact.uniq
  cu
end

#buying_group ⇒ Object

Accessor method to retrieve buying group



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# File 'app/services/customer/new_customer.rb', line 230

def buying_group
  BuyingGroup.find(buying_group_id.presence) if buying_group_id.presence
end

#buying_group_options_for_select ⇒ Object

Retrieves a list of buying available for the customer company



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# File 'app/services/customer/new_customer.rb', line 235

def buying_group_options_for_select
  BuyingGroup.options_for_select(company_id: company_id)
end

#catalog ⇒ Object

Catalog is based on country in this model



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# File 'app/services/customer/new_customer.rb', line 240

def catalog
  # Always return a catalog; default to US when country is not provided
  Catalog.default_for_country(country_iso)
end

#catalog_id ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 245

def catalog_id
  catalog.try(:id)
end

#catalog_name ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 249

def catalog_name
  catalog.try(:name)
end

#company_id ⇒ Object

Alias for Catalog#company_id

Returns:

  • (Object) —

    Catalog#company_id

See Also:



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# File 'app/services/customer/new_customer.rb', line 253

delegate :company_id, to: :catalog

#company_name_parts ⇒ Object

Split company name in parts for highlighting on screen



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# File 'app/services/customer/new_customer.rb', line 180

def company_name_parts
  company_name.to_s.split(/[ ,.]/).filter_map(&:presence)
end

#contact_point_details ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 170

def contact_point_details
  [email, phone, fax].compact.uniq
end

#country_must_exist ⇒ Object

build_address looks the Country row up by iso — an unknown value
(tampered or legacy form posts) must fail validation here instead of
crashing on nil.iso3 later (AppSignal #6410).



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# File 'app/services/customer/new_customer.rb', line 138

def country_must_exist
  return if country_iso.blank? || Country.exists?(iso: country_iso)

  errors.add(:country_iso, 'is not a supported country')
end

#default_pricing_program ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 192

def default_pricing_program
  if is_individual?
    Coupon::Tier2ProgramPricing.msrp_tier2_pricing_coupon
  else
    Coupon::Tier2ProgramPricing.customer_default_trade
  end
end

#default_profile ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 200

def default_profile
  if is_individual?
    Profile.homeowner_profile
  else
    Profile.unknown_trade
  end
end

#find_duplicates ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 157

def find_duplicates
  cf = Query::CustomerFinder.new(attributes)
  cf.find_duplicates
end

#full_address ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 343

def full_address
  %i[street1 city postal_code country_iso].map { |f| send(f).presence }.join(' ')
end

#has_address? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 118

def has_address?
  street1.present?
end

#identify_step? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 100

def identify_step?
  step == :identify
end

#is_individual? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 184

def is_individual?
  company_name.blank?
end

#is_organization? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 188

def is_organization?
  company_name.present?
end

#is_spam? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 411

def is_spam?
  SpamCheck.new.process(
     author_email: email.presence,
     phone_number: phone.presence || phone2.presence || cell.presence || fax.presence
   )
end

#name_presence ⇒ Object

Check for name presence and normalize the person name using our name parser
e.g Smith, John III will be John Smith III



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# File 'app/services/customer/new_customer.rb', line 124

def name_presence
  if person_name.present?
    pnp = split_person_name
    self.person_name = pnp.full_name
  end
  return if company_name.present? || person_name.present?

  errors.add :company_name, 'must be specified if no person name present'
  errors.add :person_name, 'must be specified if no company name present'
end

#person_first_name ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 162

def person_first_name
  pnp.first
end

#person_last_name ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 166

def person_last_name
  pnp.last
end

#person_name_parts ⇒ Object

Split person name in parts for highlighting on screen



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# File 'app/services/customer/new_customer.rb', line 175

def person_name_parts
  person_name.to_s.scan(/(\w+)/).flatten
end

#pricing_program_options_for_select ⇒ Object

Used in the final step to determine the pricing offered



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# File 'app/services/customer/new_customer.rb', line 209

def pricing_program_options_for_select
  Coupon::Tier2ProgramPricing.select_options_for_customer(build_customer)
end

#profile ⇒ Object

Accessor method to retrieve profile



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# File 'app/services/customer/new_customer.rb', line 214

def profile
  Profile.find(profile_id) if profile_id.present?
end

#profile_collection_for_select ⇒ Object

List of profiles for selection, we assume an individual is always a homeowner
only, otherwise we pull up every trade



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# File 'app/services/customer/new_customer.rb', line 220

def profile_collection_for_select
  profiles = if is_individual?
               Profile.homeowner
             else
               Profile.trades
             end
  profiles.order(:name).pluck(:name, :id)
end

#rep_assignment_method_name ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 96

def rep_assignment_method_name
  REP_ASSIGN_METHODS[rep_assignment_method]
end

#set_default_email_preferences ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 255

def set_default_email_preferences
  # If it's for US, subscribe to everything by default
  # Canada will therefore be unsubscribed by default
  default_value = company_id == 1
  %i[subscribe_to_announcements subscribe_to_events subscribe_to_newsletters
     subscribe_to_product_review_requests subscribe_to_promotions subscribe_to_webinars].each do |field|
    public_send(:"#{field}=", default_value) if public_send(field).nil?
  end
end

#set_email_preferences ⇒ Object

Creates or updates email preferences if an email address was provided



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# File 'app/services/customer/new_customer.rb', line 383

def set_email_preferences
  return true if email.blank?

  ep = EmailPreference.find_or_initialize_by(email: email&.downcase)
  ep.disable_announcements = subscribe_to_announcements != true
  ep.disable_events = subscribe_to_events != true
  ep.disable_newsletters = subscribe_to_newsletters != true
  ep.disable_promotions = subscribe_to_promotions != true
  ep.disable_webinars = subscribe_to_webinars != true

  # Default new FR/IT signups to tracking-disabled (CNIL/Garante 2026 rules on
  # open/click pixels for marketing). country_iso is required, so no fallback
  # needed. Only set on new records to preserve existing opt-in/opt-out choices.
  ep.disable_email_tracking = %w[FR IT FRA ITA].include?(country_iso.to_s.upcase) if ep.new_record?

  ep.save
end

#setup_or_assignment_step? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 112

def setup_or_assignment_step?
  (setup_step? or assignment_step?)
end

#setup_step? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 104

def setup_step?
  step == :setup
end

#split_person_name ⇒ Object

Calls the person name parser to split a name, returns a hash with :first_name, :last_name, :middle_name, :suffix, :prefix



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# File 'app/services/customer/new_customer.rb', line 402

def split_person_name
  PersonNameParser.new(person_name)
end

#start_in_lead_qualify? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/new_customer.rb', line 116

def start_in_lead_qualify? = start_in_lead_qualify

#website_url_to_base_url ⇒ Object 



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# File 'app/services/customer/new_customer.rb', line 144

def website_url_to_base_url
  return if website.blank?

  pv = begin
    Addressable::URI.parse(website)
  rescue StandardError
    nil
  end
  return unless pv

  self.website = "#{pv.scheme || 'https'}://#{pv.host}"
end