Module: PartyContactInfo

Extended by:
ActiveSupport::Concern
Included in:
Party
Defined in:
app/models/concerns/party_contact_info.rb

Overview

Email, phone, fax, and website accessors backed by ContactPoint records.

See Also:

Instance Method Summary collapse

Instance Method Details

#all_support_cases ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 10

def all_support_cases
  SupportCase.joins(support_case_participants: :party).where('parties.id = ? or parties.customer_id = ?', id, id).distinct
end

#call_records? ⇒ Boolean Also known as: has_call_records?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_contact_info.rb', line 164

def call_records?
  CallRecord.party_records(id).present?
end

#cell_phone ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 60

def cell_phone
  first_contact_point_by_category(ContactPoint::CELL)&.dial_string
end

#cell_phone=(value) ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 68

def cell_phone=(value)
  set_primary_contact_point(ContactPoint::CELL, value)
end

#cell_phone_formatted ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 64

def cell_phone_formatted
  first_contact_point_by_category(ContactPoint::CELL)&.formatted_dial_string
end

#contact_point_options_for_select(category) ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 184

def contact_point_options_for_select(category)
  scope = category == :voice_callable ? contact_points.voice_callable : contact_points.by_category(category)
  scope.map { |cp| [cp.detail.to_s, cp.id] }
end

#contactable? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_contact_info.rb', line 92

def contactable?
  contact_points.contactable.present? || addresses.present?
end

#email ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 18

def email
  # We use attributes email here in case the email was retrieved using a select custom append,
  # such as when loading guest in authenticable
  @email ||= attributes[:email] || first_contact_point_by_category(ContactPoint::EMAIL)&.detail
end

#email=(value) ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 30

def email=(value)
  set_primary_contact_point(ContactPoint::EMAIL, value)
end

#email_options_for_select ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 197

def email_options_for_select
  contact_point_options_for_select(ContactPoint::EMAIL)
end

#email_with_name ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 24

def email_with_name
  address = Mail::Address.new email
  address.display_name = name.dup
  address.format
end

#emails ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 14

def emails
  contact_points.emails.reorder(:detail).distinct.pluck(:detail)
end

#enrichable_via_research? ⇒ Boolean

Whether the party has enough starting signal (phone, email, address,
or geo-IP location from a tracked visit) for the Lead Enrichment
feature to do anything useful. Name-only parties can't be enriched
confidently — Apollo would fall back to a fuzzy name search, PDL
has nothing to anchor on, etc.

For a Customer, signal on any of its Contacts also counts (a
Contact's phone is the customer's reach-out number).

Returns:

  • (Boolean) 


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# File 'app/models/concerns/party_contact_info.rb', line 104

def enrichable_via_research?
  return false if respond_to?(:guest?) && guest?
  return true if contactable?
  return true if research_location.present?
  return contacts.any? { |c| c.contactable? || c.research_location.present? } if is_a?(Customer)

  false
end

#fax ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 34

def fax
  # primary_fax is sometime selected directly in advanced searches
  respond_to?(:primary_fax) ? primary_fax : first_contact_point_by_category(ContactPoint::FAX)&.dial_string
end

#fax=(value) ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 43

def fax=(value)
  set_primary_contact_point(ContactPoint::FAX, value)
end

#fax_formatted ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 39

def fax_formatted
  first_contact_point_by_category(ContactPoint::FAX)&.formatted_dial_string
end

#fax_options_for_select ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 193

def fax_options_for_select
  contact_point_options_for_select(ContactPoint::FAX)
end

#first_callable_contact_point ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 169

def first_callable_contact_point
  contact_points.voice_callable.sorted.first
end

#first_contact_point_by_category(category) ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 173

def first_contact_point_by_category(category)
  contact_points.sorted.by_category(category).first
end

#phone ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 47

def phone
  # primary_phone is sometime selected directly in advanced searches
  first_contact_point_by_category(ContactPoint::PHONE)&.dial_string
end

#phone=(value) ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 56

def phone=(value)
  set_primary_contact_point(ContactPoint::PHONE, value)
end

#phone_formatted ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 52

def phone_formatted
  first_contact_point_by_category(ContactPoint::PHONE)&.formatted_dial_string
end

#phone_options_for_select ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 189

def phone_options_for_select
  contact_point_options_for_select(:voice_callable)
end

#research_location ⇒ Object

Best-effort location for enrichment purposes, in priority order:

  1. Main billing/shipping/mailing address (street + city + state)
  2. Most recent tracked visit's geo-IP (city + region + postal_code
    • country) — useful even when the party hasn't entered any
      address yet

Returns a Hash with string keys (matches the shape adapters consume),
or nil when neither source has anything.



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# File 'app/models/concerns/party_contact_info.rb', line 121

def research_location
  if (addr = main_address)
    return {
      'street_line_1' => addr.street1,
      'city' => addr.city,
      'state_code' => addr.state_code,
      'postal_code' => addr.zip,
      'country_code' => addr.country_iso3,
      'source' => 'address'
    }.compact
  end

  visit = visits.order(started_at: :desc).limit(1).first
  return nil unless visit && (visit.city.present? || visit.region.present? || visit.postal_code.present?)

  # Shape MUST match the address branch (state_code + country_code)
  # so adapters can consume `loc['state_code']` and
  # `loc['country_code']` uniformly regardless of source.
  {
    'city' => visit.city,
    'state_code' => visit.state_code,
    'postal_code' => visit.postal_code,
    'country_code' => visit.country_iso3,
    'source' => 'visit'
  }.compact
end

#set_email_from_account ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 177

def 
  return unless  && .email.present?
  return if contact_points.any? { |cp| cp.email? && cp.detail == .email }

  contact_points.build(category: ContactPoint::EMAIL, detail: .email)
end

#set_primary_contact_point(category, value) ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 205

def set_primary_contact_point(category, value)
  cp = ContactPoint.build_from_string(value, contact_points, category)
  cp.move_to_top if cp&.persisted?
  cp
end

#sms_enabled_numbers ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 148

def sms_enabled_numbers
  contact_points.sms_numbers.order(:detail).map(&:formatted_for_sms).uniq
end

#sms_messages ⇒ Object

Messages directly attributed to this party via the denormalized FKs that
match_inbound_sender / match_outbound_recipient (and the manual attach-to-party
flow) populate at SMS save time. Decoupled from contact_points.sms_status:
a number's sms_status is a sender-routing concern, not a visibility filter on
conversations that already happened (AppSignal trace re David Grégoire,
2026-05-06: contact_point was sms_none for several days while real messages
piled up under correct sender_party_id/recipient_party_id, leaving the SMS
tab empty until an outbound attempt flipped the flag).



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# File 'app/models/concerns/party_contact_info.rb', line 160

def sms_messages
  SmsMessage.where('sender_party_id = :id OR recipient_party_id = :id', id: id)
end

#tracking_email_address ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 82

def tracking_email_address
  domain = Rails.application.config.x.email_domain
  encrypted_id = Encryption.encrypt_string(id.to_s)
  "#{tracking_email_prefix}+id#{encrypted_id}@#{domain}"
end

#tracking_email_prefix ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 88

def tracking_email_prefix
  type.to_s.downcase[0, 3]
end

#website ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 72

def website
  first_contact_point_by_category(ContactPoint::WEBSITE).detail
rescue StandardError
  nil
end

#website=(value) ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 78

def website=(value)
  set_primary_contact_point(ContactPoint::WEBSITE, value)
end

#website_options_for_select ⇒ Object 



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# File 'app/models/concerns/party_contact_info.rb', line 201

def website_options_for_select
  contact_point_options_for_select(ContactPoint::WEBSITE)
end