Class: TaxExemption

Inherits:
ApplicationRecord show all
Includes:
Models::Auditable
Defined in:
app/models/tax_exemption.rb

Overview

== Schema Information

Table name: tax_exemptions
Database name: primary

id :integer not null, primary key
attachment_name :string
attachment_uid :string
certificate_number :string(255)
expiration_date :date
expiration_notified :boolean default(FALSE)
migrated :boolean default(FALSE)
state_code :string(20)
tax_type :string(255)
valid_from_date :date
created_at :datetime
updated_at :datetime
creator_id :integer
customer_id :integer
updater_id :integer
upload_id :integer

Indexes

by_vfd_expd_cid (valid_from_date,expiration_date,customer_id)
c_id_sc_ed_vfd (customer_id,state_code,expiration_date,valid_from_date)
cust_id_valid_date (customer_id,valid_from_date)
index_tax_exemptions_on_upload_id (upload_id)

Constant Summary

Constants included from Models::Auditable

Models::Auditable::ALWAYS_IGNORED

Constants included from Schedulable

Schedulable::SIMPLE_FORM_OPTIONS

Instance Attribute Summary collapse

Belongs to collapse

Methods included from Models::Auditable

#creator, #updater

Has many collapse

Class Method Summary collapse

Instance Method Summary collapse

Methods included from Models::Auditable

#all_skipped_columns, #audit_reference_data, #should_not_save_version, #stamp_record

Methods inherited from ApplicationRecord

ransackable_associations, ransackable_attributes, ransackable_scopes, ransortable_attributes, #to_relation

Methods included from Schedulable

config

Methods included from Models::AfterCommittable

#after_commit

Methods included from Models::EventPublishable

#publish_event

Instance Attribute Details

#attachment_file ⇒ Object

Virtual attribute: assign an uploaded file (ActionDispatch::Http::UploadedFile
or any IO-like object). Saved to Upload (secure bucket) in after_save.



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# File 'app/models/tax_exemption.rb', line 43

def attachment_file
  @attachment_file
end

#certificate_number ⇒ Object (readonly) 



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# File 'app/models/tax_exemption.rb', line 50

validates :customer_id, :certificate_number, :expiration_date, :valid_from_date, :state_code, :tax_type, presence: true

#customer_id ⇒ Object (readonly) 



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# File 'app/models/tax_exemption.rb', line 50

validates :customer_id, :certificate_number, :expiration_date, :valid_from_date, :state_code, :tax_type, presence: true

#expiration_date ⇒ Object (readonly) 



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# File 'app/models/tax_exemption.rb', line 50

validates :customer_id, :certificate_number, :expiration_date, :valid_from_date, :state_code, :tax_type, presence: true

#state_code ⇒ Object (readonly) 



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# File 'app/models/tax_exemption.rb', line 50

validates :customer_id, :certificate_number, :expiration_date, :valid_from_date, :state_code, :tax_type, presence: true

#tax_type ⇒ Object (readonly) 



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# File 'app/models/tax_exemption.rb', line 50

validates :customer_id, :certificate_number, :expiration_date, :valid_from_date, :state_code, :tax_type, presence: true

#valid_from_date ⇒ Object (readonly) 



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# File 'app/models/tax_exemption.rb', line 50

validates :customer_id, :certificate_number, :expiration_date, :valid_from_date, :state_code, :tax_type, presence: true

Class Method Details

.effective_now ⇒ ActiveRecord::Relation<TaxExemption>

A relation of TaxExemptions that are effective now. Active Record Scope

Returns:

See Also:



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# File 'app/models/tax_exemption.rb', line 64

scope :effective_now, -> { effective_on }

.effective_on ⇒ ActiveRecord::Relation<TaxExemption>

A relation of TaxExemptions that are effective on. Active Record Scope

Returns:

See Also:



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# File 'app/models/tax_exemption.rb', line 63

scope :effective_on, ->(date = Date.current) { where(':date BETWEEN valid_from_date AND expiration_date', date:) }

Instance Method Details

#customer ⇒ Customer

Returns:

See Also:



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# File 'app/models/tax_exemption.rb', line 36

belongs_to :customer, optional: true

#description ⇒ String

Human-readable label used in CRM cards and emails.

Returns:

  • (String) 


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# File 'app/models/tax_exemption.rb', line 82

def description
  "#{state_code} (#{certificate_number}), expires #{expiration_date}"
end

#has_valid_date_range ⇒ void

This method returns an undefined value.

Validation: valid_from_date must not fall after
expiration_date.



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# File 'app/models/tax_exemption.rb', line 89

def has_valid_date_range
  # Check dates are in order
  return unless valid_from_date && expiration_date
  return unless valid_from_date > expiration_date

  errors.add(:base, 'date range is invalid')
end

#is_valid? ⇒ Boolean

Whether today falls inside #period.

Returns:

  • (Boolean) 


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# File 'app/models/tax_exemption.rb', line 76

def is_valid?
  period === Date.current
end

#notify_creation ⇒ void

This method returns an undefined value.

Email AR / sales-rep that a new exemption has been uploaded.



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# File 'app/models/tax_exemption.rb', line 143

def notify_creation
  FinancialsMailer.tax_exemption_uploaded(self).deliver_later
end

#notify_emails ⇒ String

Who gets notified about expiration / upload activity:
primary sales rep for trade customers, AR ops mailbox for
e-commerce.

who will get notifications of tax exemption expiration and uploads activities

Returns:

  • (String) 


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# File 'app/models/tax_exemption.rb', line 133

def notify_emails
  if !customer.is_e_commerce_misc? && (sales_rep_email = customer.primary_sales_rep.try(:email))
    sales_rep_email
  else
    'ar@warmlyyours.com'
  end
end

#notify_expiration ⇒ void

This method returns an undefined value.

Email AR / sales-rep that the exemption has lapsed and flag
the row so we don't re-send.



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# File 'app/models/tax_exemption.rb', line 150

def notify_expiration
  FinancialsMailer.tax_exemption_expired(self).deliver_later
  update(expiration_notified: true)
end

#orders ⇒ ActiveRecord::Relation<Order>

Returns:

  • (ActiveRecord::Relation<Order>)

See Also:



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# File 'app/models/tax_exemption.rb', line 39

has_many :orders

#period ⇒ Range<Date>

Inclusive range over which the certificate is valid.

Returns:

  • (Range<Date>) 


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# File 'app/models/tax_exemption.rb', line 70

def period
  valid_from_date..expiration_date
end

#state ⇒ State

Returns:

See Also:



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# File 'app/models/tax_exemption.rb', line 37

belongs_to :state, foreign_key: :state_code, primary_key: :code, optional: true

#tax_exemption_overlap ⇒ void

This method returns an undefined value.

Validation: prevent two exemptions for the same
(customer, state, tax_type) from covering overlapping dates.
Uses Postgres OVERLAPS.



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# File 'app/models/tax_exemption.rb', line 102

def tax_exemption_overlap
  return unless customer && valid_from_date.present? && expiration_date.present? && state_code.present? && tax_type.present?

  # Check we don't have overlapping dates
  sql = '(valid_from_date, expiration_date) OVERLAPS (:valid_from_date, :expiration_date)'
  te = customer.tax_exemptions.where(state_code:, tax_type:)
               .where.not(id: id.to_i)
               .where(sql, valid_from_date:, expiration_date:).first
  return unless te # all valid no overlapping tax exemption detected

  errors.add(:base, "date overlap with another tax exemption (id: #{te.id}).")
end

#to_s ⇒ String

"Tax Exemption (<STATE> - <CERT#>)". Either component may be
absent during validation.

Returns:

  • (String) 


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# File 'app/models/tax_exemption.rb', line 58

def to_s
  "Tax Exemption (#{[state_code, certificate_number].compact.join(' - ')})"
end

#update_open_orders ⇒ void

This method returns an undefined value.

Re-run tax computation on all the customer's open Orders
and Quotes after the certificate is added / updated /
destroyed — the change can flip line items between taxable
and non-taxable.



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# File 'app/models/tax_exemption.rb', line 121

def update_open_orders
  logger.info "Updating open order for tax exemption id #{id} customer #{customer.id} - #{customer.name}"
  customer.orders.open_for_change.not_cancelled.each(&:refresh_tax_rate) # light touch here is to ignore cancelled order but perhaps we should remove it from OPEN_FOR_CHANGE_STATES in order since it is simultaneously in LOCKED_STATES which is a contradiction and you can have all kind of junk in cancelled orders, plus 100s of these. Also quote's open_quotes excludes cancelled state as well.
  customer.quotes.open_quotes.each(&:refresh_tax_rate)
end

#upload ⇒ Upload

Returns:

See Also:



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# File 'app/models/tax_exemption.rb', line 35

belongs_to :upload, optional: true