Class: Customer::PricingProgramAssigner

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

Overview

Questions

  1. What profile best describes your business?
  2. How many offices and showrooms do you have?
  3. Which buying group, distribution center or franchise are you affiliated with?
  4. How many radiant heating projects do you complete per year?
  5. Which Pricing Program would you like?

Constant Summary collapse

GOLD_LEVEL_MIN_THRESHOLD =

Threshold for gold level min.

5000
GOLD_LEVEL_MAX_THRESHOLD =

Threshold for gold level max.

14_999.99
PLATINUM_LEVEL_MIN_THRESHOLD =

Threshold for platinum level min.

15_000
PLATINUM_LEVEL_MAX_THRESHOLD =

Threshold for platinum level max.

34_999.99
TITANIUM_LEVEL_MIN_THRESHOLD =

Threshold for titanium level min.

35_000

Delegated Instance Attributes collapse

Instance Method Summary collapse

Methods included from Heatwave::AttributeNormalizing

normalize

Instance Method Details

#always_msrp? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/pricing_program_assigner.rb', line 62

def always_msrp?
  homeowner? || unknown? || e_commerce_misc?
end

#basic_discount ⇒ Object 



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

def basic_discount
  if always_msrp? || !customer.catalog.is_main_catalog?
    Coupon.find_by(code: 'PP-LEVEL-0')
  elsif q3_answer.present?
    BuyingGroup.find_or_create_by!(company_id: customer.company.id, name: q3_answer).tier2_program_pricing
  elsif ['Home office only', 'One office (without showroom)', 'Multiple offices (without showroom)'].include?(q2_answer)
    q4_answer == '0' ? Coupon.find_by(code: 'PP-LEVEL-1') : determine_discount_level_from_purchases
  elsif q2_answer == 'One office (with showroom)'
    if q4_answer == '0'
      Coupon.find_by(code: 'PP-LEVEL-2')
    elsif %w[1 2].include?(q4_answer)
      Coupon.find_by(code: 'PP-LEVEL-3')
    elsif q4_answer == '3 or more'
      Coupon.find_by(code: 'PP-LEVEL-4')
    end
  elsif q2_answer == 'Multiple offices (with one or more showrooms)'
    if q4_answer == '0'
      Coupon.find_by(code: 'PP-LEVEL-3')
    else
      Coupon.find_by(code: 'PP-LEVEL-4')
    end
  else
    raise 'Cannot determine basic discount'
  end
end

#coupon_booster ⇒ Object 



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

def coupon_booster
  gold = Coupon::Tier2ProgramPricing.find_by(code: 'PP-GOLD-LEVEL')
  platinum = Coupon::Tier2ProgramPricing.find_by(code: 'PP-PLATINUM-LEVEL')
  titanium = Coupon::Tier2ProgramPricing.find_by(code: 'PP-TITANIUM-LEVEL')
  if customer.customer_record.a12net_rev > TITANIUM_LEVEL_MIN_THRESHOLD && customer.tier2_program_pricing.amount_goods < titanium.amount_goods
    new_level = titanium
  elsif customer.customer_record.a12net_rev > PLATINUM_LEVEL_MIN_THRESHOLD && customer.customer_record.a12net_rev <= PLATINUM_LEVEL_MAX_THRESHOLD && customer.tier2_program_pricing.amount_goods < platinum.amount_goods
    new_level = platinum
  elsif customer.customer_record.a12net_rev > GOLD_LEVEL_MIN_THRESHOLD && customer.customer_record.a12net_rev <= GOLD_LEVEL_MAX_THRESHOLD && customer.tier2_program_pricing.amount_goods < gold.amount_goods
    new_level = gold
  end
  return unless new_level

  customer.update(tier2_program_pricing: new_level)
  create_activity_for_a_higher_level(new_level.code)
end

#create_activity_for_a_higher_level(level = nil) ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 194

def create_activity_for_a_higher_level(level = nil)
  task_type = {
    'PP-GOLD-LEVEL' => 'PRODISCOUNTGOLD',
    'PP-PLATINUM-LEVEL' => 'PRODISCOUNTPLATINUM',
    'PP-TITANIUM-LEVEL' => 'PRODISCOUNTTITANIUM'
  }[level]
  return unless task_type

  customer.activities.create(party: customer,
                             activity_type: ActivityType.find_by(task_type: task_type),
                             target_datetime: Time.current,
                             assigned_resource: customer.primary_sales_rep)
end

#create_multi_office_activity ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 187

def create_multi_office_activity
  customer.activities.create(party: customer,
                             activity_type: ActivityType.find_by(task_type: 'CREATE_SUB_ACCOUNTS'),
                             target_datetime: Time.current,
                             assigned_resource: customer.primary_sales_rep)
end

#customer ⇒ Object

def using_override_pricing?
return false if q5_answer.blank?
Coupon.find(q5_answer).override?
end



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# File 'app/services/customer/pricing_program_assigner.rb', line 56

def customer
  Customer.find(customer_id)
rescue StandardError
  nil
end

#determine_discount_level_from_purchases(number_of_orders = nil) ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 80

def determine_discount_level_from_purchases(number_of_orders = nil)
  number_of_orders ||= q4_answer
  number_of_orders = '3' if number_of_orders == '3 or more'
  number_of_orders = number_of_orders.to_i
  case number_of_orders.to_i
  when 0
    Coupon.find_by(code: 'PP-LEVEL-1')
  when 1
    Coupon.find_by(code: 'PP-LEVEL-2')
  when 2
    Coupon.find_by(code: 'PP-LEVEL-3')
  else
    Coupon.find_by(code: 'PP-LEVEL-4')
  end
end

#e_commerce_misc? ⇒ Object

Alias for Profile#e_commerce_misc?

Returns:

  • (Object) —

    Profile#e_commerce_misc?

See Also:



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

delegate :e_commerce_misc?, to: :profile

#existing_discount ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 136

def existing_discount
  customer.tier2_program_pricing
end

#existing_discount_better_than_basic? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/pricing_program_assigner.rb', line 140

def existing_discount_better_than_basic?
  return false if existing_discount.nil? || basic_discount.nil?

  existing_discount.amount_goods > basic_discount.amount_goods
end

#homeowner? ⇒ Object

Alias for Profile#homeowner?

Returns:

  • (Object) —

    Profile#homeowner?

See Also:



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# File 'app/services/customer/pricing_program_assigner.rb', line 66

delegate :homeowner?, to: :profile

#options_step? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/pricing_program_assigner.rb', line 47

def options_step?
  step == :options
end

#orders_eligible ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 208

def orders_eligible
  grouped_orders = customer.orders.so_only.invoiced.where(Order[:line_total].gteq(200))
                           .where(Order[:shipped_date].gteq(1.year.ago))
                           .reorder('') # Need this to allow the grouping to work
                           .group(:opportunity_id) # Group by opportunity id (nil opportunity are unassociated orders)
                           .count
  num_orders = grouped_orders[nil] || 0 # unassociated orders are counted one for one
  num_orders += [grouped_orders.keys.size - 1, 0].max # count the number of opportunities with qualifying orders
  num_orders
end

#override_discount_options ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 126

def override_discount_options
  levels = ['PP-LEVEL-0', 'PP-LEVEL-1-OVERRIDE', 'PP-LEVEL-2-OVERRIDE', 'PP-LEVEL-3-OVERRIDE', 'PP-LEVEL-4-OVERRIDE']
  # show level 5 for Wholesale Distributor, Dealer and Trade Pro (unless affiliated with a buying group)
  levels << 'PP-LEVEL-5-OVERRIDE' if profile.direct_pro? && q3_answer.blank?
  options = Coupon.where(code: levels).order(amount_goods: :asc)

  options = options.where('amount_goods > ?', basic_discount.amount_goods) if basic_discount
  options
end

#override_option_selected? ⇒ Boolean

Returns:

  • (Boolean) 


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

def override_option_selected?
  override_discount_options.map { |d| d.id.to_s }.include?(q5_answer)
end

#profile ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 74

def profile
  Profile.find(customer.profile_id)
rescue StandardError
  nil
end

#progress ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 219

def progress
  return 'not eligible' if customer.is_homeowner? || !customer.catalog.is_main_catalog?

  eligible_program = determine_discount_level_from_purchases(orders_eligible)
  if eligible_program.discount_percentage > customer.pricing_program_discount
    customer.update(tier2_program_pricing: eligible_program)
  else
    'nothing to update'
  end
end

#send_terms_confirmation_email ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 181

def send_terms_confirmation_email
  CommunicationBuilder.new(template_system_code: 'PRICING_TERMS', recipient_party: customer,
                           emails: email_terms_to,
                           sender_party: customer.primary_sales_rep || customer.sales_manager).create
end

#unknown? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/customer/pricing_program_assigner.rb', line 68

def unknown?
  profile.name == 'Unknown'
end

#update_customer ⇒ Object 



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# File 'app/services/customer/pricing_program_assigner.rb', line 146

def update_customer
  tier2_coupon_id = if always_msrp? || !customer.catalog.is_main_catalog?
                      Coupon.find_by(code: 'PP-LEVEL-ZERO').id
                    elsif customer.buying_group_id.present?
                      BuyingGroup.find_by(id: customer.buying_group_id).tier2_program_pricing_id
                    else
                      Coupon.find_by(code: 'PP-SILVER-LEVEL').id
                    end
  c = customer
  c.tier2_program_pricing
  coupon = Coupon.find_by(id: tier2_coupon_id)
  # tier2_coupon_id = q5_answer
  # old_offices = c.number_of_offices
  # new_offices = q2_answer

  if homeowner?
    # Name fixes
    np = PersonNameParser.new(c.full_name)
    np.to_party(c)
  end

  # c.profile_id = q1_answer
  # c.number_of_offices = q2_answer
  # c.buying_group = q3_answer.blank? ? nil : BuyingGroup.where(company_id: customer.company.id, name: q3_answer).first
  # c.projects_per_year = q4_answer

  return unless coupon.amount_goods > c.tier2_program_pricing.amount_goods

  c.tier2_program_pricing_id = tier2_coupon_id
  c.save!

  # send_terms_confirmation_email if old_pp != new_pp and email_terms_to.present?
  # create_multi_office_activity if old_offices != new_offices and new_offices == 'Multiple offices (with one or more showrooms)'
end