Class: DataImportRow

Inherits:
ApplicationRecord show all
Defined in:
app/models/data_import_row.rb

Overview

== Schema Information

Table name: data_import_rows
Database name: primary

id :integer not null, primary key
import_errors :text
import_state :enum default("not_imported"), not null
row_index :integer
customer_id :integer
data_import_id :integer

Indexes

idx_data_import_rows_unique (data_import_id,row_index) UNIQUE
index_data_import_rows_on_customer_id (customer_id)

Foreign Keys

data_import_rows_data_import_id_fk (data_import_id => data_imports.id) ON DELETE => cascade
fk_rails_... (customer_id => parties.id) ON DELETE => nullify
fk_rails_... (data_import_id => data_imports.id) ON DELETE => cascade

Constant Summary

Constants included from Models::Schedulable

Models::Schedulable::SIMPLE_FORM_OPTIONS

Belongs to collapse

Has many collapse

Class Method Summary collapse

Instance Method Summary collapse

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

Class Method Details

.name_cleanup(target_value) ⇒ String

Capitalizes each word in the value for name fields.

Parameters:

  • target_value (String)

Returns:

  • (String) 


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

def self.name_cleanup(target_value)
  target_value.split.map(&:capitalize).join(' ')
end

Instance Method Details

#customer ⇒ Customer?

Returns:



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# File 'app/models/data_import_row.rb', line 28

belongs_to :customer, optional: true, inverse_of: :data_import_row

#data_import ⇒ DataImport

Returns:



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# File 'app/models/data_import_row.rb', line 30

belongs_to :data_import, inverse_of: :data_import_rows

#data_import_cells ⇒ ActiveRecord::Relation<DataImportCell>

Returns:



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

has_many :data_import_cells, inverse_of: :data_import_row

#import(logger = nil) ⇒ Hash{Symbol=>Object}

Imports this row into a new Customer using the linked cells.

Parameters:

  • logger (Logger, nil) (defaults to: nil)

Returns:

  • (Hash{Symbol=>Object}) —

    status, import_errors, and customer



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# File 'app/models/data_import_row.rb', line 49

def import(logger = nil)
  return { status: :invalid_state } unless queued?
  return { status: :already_imported } if customer

  logger ||= Rails.logger
  logger.info "Import triggered on data import row #{id}"

  c = Customer.new
  begin
    Customer.transaction do
      c.source_id = data_import.source_id
      c.state = data_import.initial_state
      # c.reception_type = self.data_import.reception_type
      c.perform_lead_verification = true
      c.must_have_one_contact = false
      notes = ["Import Details created from import #{data_import.name} (id: #{data_import_id})"]
      address = nil
      logger.debug 'Starting Cell Processing'
      data_import_cells.each do |cell|
        next unless (dds = cell.data_import_column&.data_dictionary_set)
        next unless (target_value = cell.target_value)

        target_object, target_field = dds.destination.split('.')
        case target_object.to_sym
        when :customer
          target_value = self.class.name_cleanup(target_value) if /name/.match?(target_field)
          c.affiliations << target_value if target_field == 'customer.affiliation' && target_value.present?
          if target_field == 'person_name'
            pnp = PersonNameParser.new(target_value)
            c.full_name = pnp.full_name # This sorts people name back in a normalized form, e.g Smith, John becomes John Smith company name
          else
            c.send "#{target_field}=", target_value
          end
        when :contact
          contact = c.contacts.first || c.contacts.build
          if /name/.match?(target_field)
            target_value = self.class.name_cleanup(target_value)
            if target_field == 'full_name'
              PersonNameParser.new(target_value).to_party(contact)
            else
              contact.send "#{target_field}=", target_value
            end
          end
        when :billing_address
          if target_field == 'full_address'
            # parse and explode the address first
            if (addr = Address::NormalizedAddress.from_string(target_value))
              address ||= c.addresses.build(disable_address_correction: true)
              address.disable_address_correction = true
              address.street1 = addr.address_line1
              address.street2 = addr.address_line2
              address.city = addr.city
              address.state_code = addr.state_code
              address.zip = addr.postal_code
              address.country_iso3 = Country.iso_to_iso3_map[addr.country_iso]
              address.lng = addr.longitude
              address.lat = addr.latitude
            else # unparseable address so report in notes
              notes << "address unrecognized: #{target_value}"
            end
          else
            address ||= c.addresses.build(disable_address_correction: data_import.disable_address_correction)
            address.send "#{target_field}=", target_value
          end
        when :notes
          notes << "#{cell.data_import_column.name}: #{cell.content}"
        end
      end
      logger.debug 'Cell Processing Complete'

      country_iso3_default = data_import.default_country_iso3 || 'USA'
      if address # some default
        logger.debug 'Address processing'
        address.country_iso3 ||= country_iso3_default
        country_iso3_default = address.country_iso3 # in case of change
        logger.debug "Address processing complete, final address is #{address}"
      end

      # A country always override the catalog
      c.catalog = Catalog.default_for_country(country_iso3_default)
      c.profile ||= data_import.try(:default_profile)
      c.profile ||= Profile.find_by(name: 'Unknown') if c.company_name.present?
      c.buying_group ||= data_import.try(:default_buying_group)
      c.tier2_program_pricing ||= c.buying_group.try(:tier2_program_pricing)
      c.tier2_program_pricing ||= c.profile.try(:tier2_program_pricing)
      c.tier2_program_pricing ||= data_import.try(:tier2_program_pricing)
      c.affiliations ||= [*c.affiliations, data_import.default_affiliation].filter_map(&:presence).uniq
      c.primary_sales_rep_id = data_import.default_primary_sales_rep_id

      if c.save
        update(import_state: :complete, customer_id: c.id, import_errors: nil)
        c.quick_note(notes.join("\n")) if notes.present?
        if data_import.activity_type.present?
          logger.info "Creating activity for new imported customer id #{c.id} from data import row #{id}"
          target_datetime = data_import.activity_resource ? data_import.activity_resource.next_working_day : Time.current
          target_datetime += data_import.activity_schedule_offset_days.days if data_import.activity_schedule_offset_days.present?
          Activity.create(activity_type_id: data_import.activity_type_id,
                          assigned_resource_id: data_import.activity_assigned_resource_id,
                          description: data_import.activity_description,
                          new_note: data_import.activity_notes,
                          target_datetime: target_datetime,
                          creator_id: data_import.updater_id || data_import.creator_id,
                          party_id: c.contacts.first&.id || c.id)
        end
      else
        update(import_state: :not_imported,
                          import_errors: c.errors_to_s)
      end
    end
  rescue StandardError => e
    update(import_state: :not_imported,
                      import_errors: "Exception occured while processing: #{e}. #{e.backtrace.first(10).join("\n")}")
  end
  { status: import_state.to_sym, import_errors: import_errors, customer: customer }
end