Class: Person

Inherits:
ActiveRecord::Base
  • Object
show all
Includes:
Ext::DelayedIndexing, OhNoes::Destroy, Valuation::LifetimeDonations, Valuation::LifetimeMemberships, Valuation::LifetimeTicketValue, Valuation::LifetimeValue
Defined in:
app/models/person.rb

Direct Known Subclasses

Company, Individual

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Methods included from Ext::DelayedIndexing

included

Methods included from Valuation::LifetimeMemberships

#calculate_lifetime_memberships, #lifetime_orders

Methods included from Valuation::LifetimeDonations

#calculate_lifetime_donations, #lifetime_orders

Methods included from Valuation::LifetimeTicketValue

#calculate_lifetime_ticket_value, #lifetime_orders

Methods included from Valuation::LifetimeValue

#calculate_lifetime_value, #lifetime_orders

Methods included from OhNoes::Destroy

#destroy

Instance Attribute Details

#skip_commit ⇒ Object

Returns the value of attribute skip_commit.



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# File 'app/models/person.rb', line 14

def skip_commit
  @skip_commit
end

#skip_sync_to_mailchimp ⇒ Object

Returns the value of attribute skip_sync_to_mailchimp.



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# File 'app/models/person.rb', line 14

def skip_sync_to_mailchimp
  @skip_sync_to_mailchimp
end

Class Method Details

.companies ⇒ Object 



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# File 'app/models/person.rb', line 44

def self.companies
  where(:type => 'Company')
end

.create_dummy_for(organization) ⇒ Object 



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# File 'app/models/person.rb', line 321

def self.create_dummy_for(organization)
  create({
    :first_name      => "Anonymous",
    :email           => "[email protected]",
    :dummy           => true,
    :organization_id => organization.id
  })
end

.dummy_for(organization) ⇒ Object 



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# File 'app/models/person.rb', line 312

def self.dummy_for(organization)
  dummy = find(:first, :conditions => { :organization_id => organization.id, :dummy => true })
  if dummy.nil?
    create_dummy_for(organization)
  else
    dummy
  end
end

.find_by_email_and_organization(email, organization) ⇒ Object 



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# File 'app/models/person.rb', line 303

def self.find_by_email_and_organization(email, organization)
  return nil if email.blank?
  find(:first, :conditions => { :email => email, :organization_id => organization.id })
end

.find_by_import(import) ⇒ Object 



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# File 'app/models/person.rb', line 210

def self.find_by_import(import)
  where('import_id = ?', import.id)
end

.find_by_organization(organization) ⇒ Object 



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# File 'app/models/person.rb', line 308

def self.find_by_organization(organization)
  find_by_organization_id(organization.id)
end

.find_dupes_in(organization) ⇒ Object 



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# File 'app/models/person.rb', line 88

def self.find_dupes_in(organization)
  hash = {}
  Person.where(:organization_id => organization.id)
        .where(:import_id => nil)
        .includes([:tickets, :actions, :notes, :orders]).each do |p|
    if hash[p.dupe_code].nil?
      hash[p.dupe_code] = Array.wrap(p)
    else
      hash[p.dupe_code] << p
    end
  end
  hash
end

.find_or_create(customer, organization) ⇒ Object

You can pass any object as first param as long as it responds to .first_name, .last_name, and .email



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# File 'app/models/person.rb', line 365

def self.find_or_create(customer, organization)
  warn "[DEPRECATION] find_or_create will be removed in a future release. Please use first_or_create"

  #TODO: Yuk
  if (customer.respond_to? :person_id) && (!customer.person_id.nil?)
    return Person.find(customer.person_id)
  elsif (customer.is_a? Person) && (!customer.id.nil?)
    person = Person.where(:id => customer.id).where(:organization_id => organization.id).first
    return person if person
  end

  person = Person.find_by_email_and_organization(customer.email, organization)

  if person.nil?
    params = {
      :first_name      => customer.first_name,
      :last_name       => customer.last_name,
      :email           => customer.email,
      :organization_id => organization.id
    }
    person = Person.create(params)
  end
  person
end

.first_or_create(attributes = nil, options = {}, &block) ⇒ Object

Raises:

  • (ArgumentError) 


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# File 'app/models/person.rb', line 338

def self.first_or_create(attributes=nil, options ={}, &block)
  Rails.logger.debug("Person.first_or_create #{attributes.inspect}")
  attributes[:organization_id] ||= attributes[:organization].try(:id)
  raise(ArgumentError, "You must include an organization when searching for people") if attributes[:organization_id].blank?

  attributes.delete(:organization)
  return Person.where(:id => attributes[:id]).where(:organization_id => attributes[:organization_id]).first if attributes[:id].present?
  return Person.create(attributes, options, &block)                                  if attributes[:email].blank?

  Person.where(:email => attributes[:email]).where(:organization_id => attributes[:organization_id]).first || Person.create(attributes, options, &block)
end

.first_or_initialize(attributes = nil, options = {}, &block) ⇒ Object

Raises:

  • (ArgumentError) 


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# File 'app/models/person.rb', line 350

def self.first_or_initialize(attributes=nil, options ={}, &block)
  attributes[:organization_id] ||= attributes[:organization].try(:id)
  raise(ArgumentError, "You must include an organization when searching for people") if attributes[:organization_id].blank?

  attributes.delete(:organization)
  return Person.where(:id => attributes[:id]).where(:organization_id => attributes[:organization_id]).first if attributes[:id].present?
  return Person.new(attributes, options, &block)                                     if attributes[:email].blank?

  Person.where(:email => attributes[:email]).where(:organization_id => attributes[:organization_id]).first || Person.new(attributes, options, &block)
end

.in_household ⇒ Object

ACHTUNG! This where clause is qualified to people so that it playes nicely in advanced search as address also has a household_id column. If you are doing something un-orthodox and have a query which does alias the people table to people, this scope will not work



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# File 'app/models/person.rb', line 53

def self.in_household
  where('people.household_id is not null')
end

.individuals ⇒ Object 



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# File 'app/models/person.rb', line 40

def self.individuals
  where(:type => 'Individual')
end

.mergables ⇒ Object

An array of has_many associations that should be merged when a person record is merged with another When an has_many association is added, it must be added here if the association is to be merged

Tickets are a special case



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# File 'app/models/person.rb', line 119

def self.mergables
  [:actions, :phones, :notes, :orders, :memberships, :passes]
end

.merge(winner, loser) ⇒ Object 



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# File 'app/models/person.rb', line 218

def self.merge(winner, loser)
  unless winner.organization == loser.organization
    raise "Trying to merge two people [#{winner.id}] [#{loser.id}] from different organizations [#{winner.organization.id}] [#{winner.organization.id}]"
  end

  unless winner.type == loser.type
    raise "Trying to merge two people [#{winner.id}] [#{loser.id}] with different types [#{winner.type}] [#{loser.type}]"
  end

  mergables.each do |mergable|
    loser.send(mergable).each do |m|
      m.person = winner
      m.save!
    end
  end

  loser.tickets.each do |ticket|
    ticket.update_column(:buyer_id, winner.id)
  end

  loser.tags.each do |t|
    winner.tag_list << t.name unless winner.tag_list.include? t.name
  end

  loser.relationships.each do |r|
    unless Relationship.where(:person_id => winner.id, :relation_id => r.relation.id, :other_id => r.other.id).first
      winner.relationships << r
    end
  end

  winner.lifetime_value += loser.lifetime_value
  winner.lifetime_donations += loser.lifetime_donations
  winner.lifetime_ticket_value += loser.lifetime_ticket_value
  winner.lifetime_memberships += loser.lifetime_memberships

  winner.do_not_email = true if loser.do_not_email?
  winner.do_not_call = true if loser.do_not_call?
  new_lists = loser.subscribed_lists - winner.subscribed_lists
  winner.subscribed_lists = winner.subscribed_lists.concat(loser.subscribed_lists).uniq
  winner.save!
  loser.destroy(with_prejudice: true)

  mailchimp_kit = winner.organization.kits.mailchimp
  MailchimpSyncJob.merged_person(mailchimp_kit, loser.email, winner.id, new_lists) if mailchimp_kit

  return winner
end

.not_in_household ⇒ Object 



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# File 'app/models/person.rb', line 57

def self.not_in_household
  where('people.household_id is null')
end

.recent(organization, limit = 10) ⇒ Object 



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# File 'app/models/person.rb', line 214

def self.recent(organization, limit = 10)
  Person.where(:organization_id => organization).order('updated_at DESC').limit(limit)
end

Instance Method Details

#add_phone_if_missing(new_phone) ⇒ Object

Will add a phone number ot this record if the number doesn’t already exist



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# File 'app/models/person.rb', line 428

def add_phone_if_missing(new_phone)
  if (!new_phone.blank? and phone_missing?(new_phone))
    phones.create(:number => new_phone, :kind => "Other")
  end
end

#any_current_passes? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/person.rb', line 507

def any_current_passes?
  passes.not_expired.any?
end

#company? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/person.rb', line 135

def company?
  self.type == "Company"
end

#create_subscribed_lists_notes!(user) ⇒ Object 



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# File 'app/models/person.rb', line 455

def create_subscribed_lists_notes!(user)
  if previous_changes["do_not_email"]
    new_note("#{user.email} changed do not email to #{do_not_email}",Time.now,user,organization.id)
  end

  if previous_changes["do_not_call"]
    new_note("#{user.email} changed do not call to #{do_not_call}",Time.now,user,organization.id)
  end

  if previous_changes["subscribed_lists"]
    mailchimp_kit.attached_lists.each do |list|
      old_lists = previous_changes["subscribed_lists"][0]
      if !old_lists.include?(list[:list_id]) && subscribed_lists.include?(list[:list_id])
        new_note("#{user.email} changed subscription status of the MailChimp list #{list[:list_name]} to subscribed",Time.now,user,organization.id)
      elsif old_lists.include?(list[:list_id]) && !subscribed_lists.include?(list[:list_id])
        new_note("#{user.email} changed subscription status of the MailChimp list #{list[:list_name]} to unsubscribed",Time.now,user,organization.id)
      end
    end
  end
end

#default_to_individual ⇒ Object 



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# File 'app/models/person.rb', line 490

def default_to_individual
  self.type ||= "Individual"
  self.subtype ||= "Individual"
end

#destroyable? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/person.rb', line 131

def destroyable?
  actions.empty? && orders.empty? && tickets.empty?
end

#dupe_code ⇒ Object 



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# File 'app/models/person.rb', line 84

def dupe_code
  "#{first_name} | #{last_name} | #{email}"
end

#has_nothing? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/person.rb', line 127

def has_nothing?
  actions.empty? && phones.empty? && notes.empty? && orders.empty? && tickets.empty? && address.nil? && import_id.nil?
end

#has_something? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/person.rb', line 123

def has_something?
  !has_nothing?
end

#individual? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/person.rb', line 139

def individual?
  self.type == "Individual"
end

#naming_details_available? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/person.rb', line 499

def naming_details_available?
  first_name.present? || last_name.present? || email.present? || company_name.present?
end

#new_note(text, occurred_at, user, organization_id) ⇒ Object 



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# File 'app/models/person.rb', line 444

def new_note(text, occurred_at, user, organization_id)
  note = notes.build({
    :text => text,
    :occurred_at => Time.now
  })
  note.user_id = user.id if user
  note.organization_id = organization_id
  note.save
  note
end

#phone_missing?(phone_number) ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/person.rb', line 421

def phone_missing?(phone_number)
  phones.where("number = ?", phone_number).empty?
end

#possessive ⇒ Object 



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

def possessive
  case type
  when "Individual"
    self.first_name.blank? ? "" : "#{self.first_name}'s"
  when "Company"
    "#{self}'s"
  else
    ""
  end
end

#previous_changes_sentence ⇒ Object 



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# File 'app/models/person.rb', line 434

def previous_changes_sentence
  if self.previous_changes.present?
    str = ""
    self.previous_changes.except(:updated_at).each do |field,changes|
      str = str + "#{field.capitalize} changed from '#{changes[0]}' to '#{changes[1]}'. "
    end
    str
  end
end

#relationships_of_relation(relation) ⇒ Object 



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# File 'app/models/person.rb', line 61

def relationships_of_relation(relation)
  relationships.joins(:relation).where(:relations => {:description => relation})
end

#send_pass_summary_email(passes) ⇒ Object 



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# File 'app/models/person.rb', line 503

def send_pass_summary_email(passes)
  PassMailer.pass_info_for(self, self.organization.email,passes).deliver
end

#starred_actions ⇒ Object 



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# File 'app/models/person.rb', line 330

def starred_actions
  Action.where({ :person_id => id, :starred => true }).order(:occurred_at)
end

#to_s ⇒ Object 



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# File 'app/models/person.rb', line 476

def to_s
  if first_name.present? || last_name.present?
    [salutation, first_name, middle_name, last_name, suffix].reject(&:blank?).join(" ")
  elsif company_name.present?
    company_name.to_s
  elsif email.present?
    email.to_s
  elsif id.present?
    "No Name ##{id}"
  else
    "No Name"
  end
end

#unstarred_actions ⇒ Object 



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# File 'app/models/person.rb', line 334

def unstarred_actions
  Action.where({ :person_id => id }).order('occurred_at desc').select{|a| a.unstarred?}
end

#update_address(new_address, time_zone, user = nil, updated_by = nil) ⇒ Object

Needs a serious refactor



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# File 'app/models/person.rb', line 406

def update_address(new_address, time_zone, user = nil, updated_by = nil)
  unless new_address.nil?
    new_address = Address.unhash(new_address)
    new_address.person = self
    @address = Address.find_or_create(id)
    if !@address.update_with_note(self, user, new_address, time_zone, updated_by)
      ::Rails.logger.error "Could not update address from payment"
      return false
    end
    self.address = @address
    save
  end
  true
end

#update_from_import(absorbee) ⇒ Object

Update self’s fields with absorbee’s fields where self.field is not nil We use this when importing for the “our db wins” conflict resolution

Absorbee will be unchanged

Addresses will be copied. Phones will be ammended. Tags will be ammended. orders and tickets will not be copied.



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# File 'app/models/person.rb', line 277

def update_from_import(absorbee)
  ParsedRow.new([], []).person_attributes.keys.each do |key|
    if self.send(key).blank?
      self.send("#{key}=", absorbee.send(key))
    end
  end

  self.type = absorbee.type
  self.subtype = absorbee.subtype

  absorbee.tag_list.each do |t|
    self.tag_list << t unless self.tag_list.include? t
  end

  if self.address.blank?
    self.address.try(:destroy)
    self.address = absorbee.address
  end

  absorbee.phones.each do |phone|
    self.phones << phone if self.phone_missing?(phone.number)
  end

  self
end

#update_name(first_name, last_name) ⇒ Object 



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# File 'app/models/person.rb', line 390

def update_name(first_name, last_name)
  return if (self.first_name == first_name) && (self.last_name == last_name)

  ActiveRecord::Base.transaction do
    str = "Name changed from checkout."
    unless (self.first_name.blank? && self.last_name.blank?)
      str += " Old name was #{self.first_name} #{self.last_name}."
    end
    new_note(str, Time.now, nil, self.organization.id)
    self.first_name = first_name.try(:capitalize)
    self.last_name  = last_name.try(:capitalize)
    self.save
  end
end

#validate_naming_details ⇒ Object 



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# File 'app/models/person.rb', line 495

def validate_naming_details
  errors.add(:base, "A name or email address must be provided.") unless naming_details_available?
end