Module: OpportunityBriefing::RelatedRecords

Defined in:
app/services/opportunity_briefing/related_records.rb

Overview

Centralizes the cross-resource record scopes that make up an opportunity
briefing. Activities and communications can hang off the opportunity,
quotes, rooms, orders, or a linked call record.

Class Method Summary collapse

Class Method Details

.activities_for(opportunity) ⇒ Object 



9
10
11
12
13
14
15
16
17
18
19
 
# File 'app/services/opportunity_briefing/related_records.rb', line 9

def activities_for(opportunity)
  branches = [
    { opportunity_id: opportunity.id },
    { resource_type: 'Opportunity', resource_id: opportunity.id }
  ]
  branches << { resource_type: 'Quote', resource_id: opportunity.quote_ids } if opportunity.quote_ids.any?
  branches << { resource_type: 'RoomConfiguration', resource_id: opportunity.room_configuration_ids } if opportunity.room_configuration_ids.any?
  branches << { resource_type: 'Order', resource_id: opportunity.order_ids } if opportunity.order_ids.any?

  Activity.where.any_of(*branches)
end

.call_records_for(opportunity) ⇒ Object 



25
26
27
28
29
30
31
 
# File 'app/services/opportunity_briefing/related_records.rb', line 25

def call_records_for(opportunity)
  activity_scope = activities_for(opportunity)
  ids = activity_scope.where(resource_type: 'CallRecord').where.not(resource_id: nil).pluck(:resource_id)
  ids.concat(activity_scope.where.not(call_record_id: nil).pluck(:call_record_id))

  CallRecord.where(id: ids.compact.uniq)
end

.communications_for(opportunity) ⇒ Object 



21
22
23
 
# File 'app/services/opportunity_briefing/related_records.rb', line 21

def communications_for(opportunity)
  opportunity.all_related_communications
end