Module: EffectiveMembershipsOwner
- Extended by:
- ActiveSupport::Concern
- Defined in:
- app/models/concerns/effective_memberships_owner.rb
Overview
EffectiveMembershipsOwner
Mark your owner model with effective_memberships_owner to get all the includes
Defined Under Namespace
Modules: Base, ClassMethods
Instance Method Summary collapse
- #after_build_fee(fee) ⇒ Object
- #assign_member_role ⇒ Object
- #build_discount_fee(from:, date: nil) ⇒ Object
- #build_late_fee(category:, period:) ⇒ Object
- #build_membership_history(start_on: nil, notes: nil) ⇒ Object
-
#build_prorated_fee(date: nil) ⇒ Object
Instance Methods.
- #build_renewal_fee(category:, period:, late_on: nil, not_in_good_standing_on: nil) ⇒ Object
-
#build_title_fee(title:, fee_type:, period:, price: nil, tax_exempt: nil, qb_item_name: nil, category: nil) ⇒ Object
Only thing optional is category, late_on and not_in_good_standing_on.
- #max_fees_paid_period ⇒ Object
- #max_fees_paid_through_period ⇒ Object
- #membership_fees_paid? ⇒ Boolean
- #membership_history_continuous? ⇒ Boolean
-
#membership_history_errors ⇒ Object
Point out busted data.
- #membership_history_on(date) ⇒ Object
-
#membership_period_fee(category:, period:, except: nil) ⇒ Object
These should be singular fees anyway.
- #membership_removed? ⇒ Boolean
- #membership_removed_on ⇒ Object
- #not_in_good_standing_fees ⇒ Object
- #outstanding_applicant_submit_fees ⇒ Object
- #outstanding_fee_payment_fees ⇒ Object
- #outstanding_fee_payment_orders ⇒ Object
- #outstanding_fee_payments ⇒ Object
- #outstanding_renewal_fees ⇒ Object
- #registrar_action_categories(action) ⇒ Object
- #registrar_action_statuses(action) ⇒ Object
- #reinstatement_membership_category ⇒ Object
-
#reinstatement_membership_history ⇒ Object
The membership history we would reinstate to.
- #reinstatement_membership_statuses ⇒ Object
-
#removed_membership_history ⇒ Object
The membership history that is removed.
-
#rollback_membership_history! ⇒ Object
Delete the last membership history.
-
#update_member_role! ⇒ Object
This can be called by a script to recalculate the owner role based on current membership.
-
#update_membership_status! ⇒ Object
Called by the registrar.
Instance Method Details
#after_build_fee(fee) ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 166 def after_build_fee(fee) # Nothing to do. Hook to adjust fee. end |
#assign_member_role ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 80 def assign_member_role membership_present? ? add_role(:member) : remove_role(:member) end |
#build_discount_fee(from:, date: nil) ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 196 def build_discount_fee(from:, date: nil) raise('must have an existing membership') unless membership.present? raise('existing membership category may not be same as from') if membership.category == from date ||= Time.zone.now price = from.discount_fee(date: date) period = EffectiveMemberships.Registrar.period(date: date) category = membership.category fee = fees.find { |fee| fee.fee_type == 'Discount' && fee.period == period && fee.category == category } || fees.build() return fee if fee.purchased? fee.assign_attributes( fee_type: 'Discount', category: category, from_category: from, period: period, price: price, tax_exempt: category.tax_exempt, qb_item_name: category.qb_item_name ) after_build_fee(fee) fee end |
#build_late_fee(category:, period:) ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 307 def build_late_fee(category:, period:) raise('must have an existing membership') unless membership.present? # Return existing but do not build yet fee = fees.find { |fee| fee.fee_type == 'Late' && fee.period == period && fee.category_id == category.id && fee.category_type == category.class.name } return fee if fee&.purchased? # Only continue if there is a late renewal fee for the same period renewal_fee = fees.find { |fee| fee.fee_type == 'Renewal' && fee.period == period && fee.category_id == category.id && fee.category_type == category.class.name } return if fee.blank? && (renewal_fee.blank? || renewal_fee.late? == false) # Build the late fee fee ||= fees.build() fee.assign_attributes( fee_type: 'Late', category: category, period: period, price: category.late_fee.to_i, tax_exempt: category.tax_exempt, qb_item_name: category.qb_item_name ) after_build_fee(fee) fee end |
#build_membership_history(start_on: nil, notes: nil) ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 377 def build_membership_history(start_on: nil, notes: nil) raise('expected membership to be present') unless membership.present? # The date of change start_on ||= Time.zone.now # End the other membership histories membership_histories.each { |history| history.end_on ||= start_on } # Snapshot of the current membership at this time history = membership_histories.build( start_on: start_on, end_on: nil, removed: membership.marked_for_destruction?, notes: notes ) unless history.removed? history.assign_attributes( number: membership.number, categories: membership.categories.map(&:to_s), category_ids: membership.categories.map(&:id), statuses: membership.statuses.map(&:to_s), status_ids: membership.statuses.map(&:id) ) end history end |
#build_prorated_fee(date: nil) ⇒ Object
Instance Methods
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# File 'app/models/concerns/effective_memberships_owner.rb', line 171 def build_prorated_fee(date: nil) raise('must have an existing membership') unless membership.present? date ||= Time.zone.now price = membership.category.prorated_fee(date: date) period = EffectiveMemberships.Registrar.period(date: date) category = membership.category fee = fees.find { |fee| fee.fee_type == 'Prorated' && fee.period == period && fee.category == category } || fees.build() return fee if fee.purchased? fee.assign_attributes( fee_type: 'Prorated', category: category, period: period, price: price, tax_exempt: category.tax_exempt, qb_item_name: category.qb_item_name ) after_build_fee(fee) fee end |
#build_renewal_fee(category:, period:, late_on: nil, not_in_good_standing_on: nil) ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 256 def build_renewal_fee(category:, period:, late_on: nil, not_in_good_standing_on: nil) raise('must have an existing membership') unless membership.present? # Sanity check. # If there's already a purchased or unpurchased Prorated (or other membership period advancing fee) in this period # We shouldn't be building renewal fees for the same period a prorated fee is purchased in prorated = membership_period_fee(category: category, period: period, except: 'Renewal') raise('must not have an existing membership_period (prorated) fee in this period') if prorated.present? fee = fees.find { |fee| fee.fee_type == 'Renewal' && fee.period == period && fee.category_id == category.id && fee.category_type == category.class.name } return fee if fee&.purchased? # Build the renewal fee fee ||= fees.build() # Late on this period's late date, or 60 days, whichever is later late_on ||= if category.create_late_fees? late_date = EffectiveMemberships.Registrar.late_fee_date(period: period) duration = EffectiveMemberships.Registrar.min_late_duration min_date = ((fee.created_at || Time.zone.now) + duration) if duration.present? [late_date, min_date].compact.max end # NIGS on this period's late date, or 60 days, whichever is later not_in_good_standing_on ||= if category.create_not_in_good_standing? nigs_date = EffectiveMemberships.Registrar.not_in_good_standing_date(period: period) duration = EffectiveMemberships.Registrar.min_not_in_good_standing_duration min_date = ((fee.created_at || Time.zone.now) + duration) if duration.present? [nigs_date, min_date].compact.max end fee.assign_attributes( fee_type: 'Renewal', category: category, period: period, price: category.renewal_fee.to_i, tax_exempt: category.tax_exempt, qb_item_name: category.qb_item_name, late_on: late_on, not_in_good_standing_on: not_in_good_standing_on, ) after_build_fee(fee) fee end |
#build_title_fee(title:, fee_type:, period:, price: nil, tax_exempt: nil, qb_item_name: nil, category: nil) ⇒ Object
Only thing optional is category, late_on and not_in_good_standing_on
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# File 'app/models/concerns/effective_memberships_owner.rb', line 224 def build_title_fee(title:, fee_type:, period:, price: nil, tax_exempt: nil, qb_item_name: nil, category: nil) fee = fees.find do |fee| fee.fee_type == fee_type && fee.period == period && fee.title == title && (category.blank? || fee.category_id == category.id && fee.category_type == category.class.name) end return fee if fee&.purchased? # Build the title fee fee ||= fees.build() fee.assign_attributes( title: title, fee_type: fee_type, category: category, period: period, price: price, tax_exempt: tax_exempt, qb_item_name: qb_item_name ) after_build_fee(fee) fee end |
#max_fees_paid_period ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 123 def max_fees_paid_period fees.select { |fee| fee.membership_period_fee? && fee.purchased? }.map(&:period).max end |
#max_fees_paid_through_period ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 127 def max_fees_paid_through_period return nil if max_fees_paid_period.blank? EffectiveMemberships.Registrar.period_end_on(date: max_fees_paid_period) end |
#membership_fees_paid? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_owner.rb', line 90 def membership_fees_paid? outstanding_fee_payment_fees.blank? && membership && membership.fees_paid? end |
#membership_history_continuous? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_owner.rb', line 450 def membership_history_continuous? membership_histories.all? do |history| history.end_on.blank? || (history.end_on.present? && history.removed?) || membership_histories.find { |h| h.start_on == history.end_on }.present? end end |
#membership_history_errors ⇒ Object
Point out busted data
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# File 'app/models/concerns/effective_memberships_owner.rb', line 413 def membership_history_errors return unless membership.present? return unless membership_histories.present? errors = [] history = membership_histories.first last_history = membership_histories.last was_removed = membership_histories.any? { |history| history.removed? } # Check membership joined on date matches first history start date if membership.joined_on != history.start_on && !was_removed errors << "The joined date #{membership.joined_on.strftime('%F')} does not match the first history start date of #{history.start_on.strftime('%F')}. Please change the first history start date to #{membership.joined_on.strftime('%F')} or update the joined date above." end # Check that there is a membership history row if the registered date is unique if membership.joined_on != membership.registration_on && membership_histories.none? { |mh| mh.start_on == membership.registration_on } errors << "The last changed date #{membership.registration_on.strftime('%F')} is missing a history with this date. Please create a history with a start date of #{membership.registration_on.strftime('%F')} or update the last changed date above." end # Check numbers if membership.number.present? && membership_histories.none? { |history| history.number == membership.number } errors << "The membership number ##{membership.number} is missing a history with this number. Please create a history with the #{membership.number} number or update the membership number above." end # Check that the last history does not have an end_on date if last_history.end_on.present? && !last_history.removed? errors << "The most recent history must have a blank end date. Please remove the end date of the most recent history entry or create another history." elsif membership_histories.any? { |history| history.end_on.blank? && history != last_history } errors << "The end date must be present for all past histories. Please add the end date to all histories, except the most recent history." elsif !membership_history_continuous? errors << "The start and end dates are overlapping or non-continuous. Please make sure each history start date has a matching history end date" end errors end |
#membership_history_on(date) ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 407 def membership_history_on(date) raise('expected a date') unless date.respond_to?(:strftime) membership_histories.find { |history| (history.start_on..history.end_on).cover?(date) } # Ruby 2.6 supports endless ranges end |
#membership_period_fee(category:, period:, except: nil) ⇒ Object
These should be singular fees anyway.
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# File 'app/models/concerns/effective_memberships_owner.rb', line 251 def membership_period_fee(category:, period:, except: nil) raise('expected except to be a string like Renewal') if except.present? && !except.kind_of?(String) fees.find { |fee| fee.membership_period_fee? && fee.period == period && fee.category_id == category.id && fee.category_type == category.class.name && (except.blank? || fee.fee_type != except) } end |
#membership_removed? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_owner.rb', line 132 def membership_removed? membership.blank? && membership_histories.any? { |history| history.removed? } end |
#membership_removed_on ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 136 def membership_removed_on removed_membership_history.start_on if membership_removed? end |
#not_in_good_standing_fees ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 119 def not_in_good_standing_fees fees.select { |fee| fee.not_in_good_standing? } end |
#outstanding_applicant_submit_fees ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 94 def outstanding_applicant_submit_fees fees.select { |fee| fee.applicant_submit_fee? && !fee.purchased? } end |
#outstanding_fee_payment_fees ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 98 def outstanding_fee_payment_fees fees.select { |fee| fee.fee_payment_fee? && !fee.purchased? } end |
#outstanding_fee_payment_orders ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 115 def outstanding_fee_payment_orders orders.select { |order| order.parent_type.to_s.include?('FeePayment') && !order.purchased? } end |
#outstanding_fee_payments ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 106 def outstanding_fee_payments fee_payments = EffectiveMemberships.FeePayment.all fee_payments = fee_payments.where(user: self) if self.class.respond_to?(:effective_memberships_user?) fee_payments = fee_payments.where(organization: self) if self.class.respond_to?(:effective_memberships_organization?) fee_payments.select { |fee_payment| fee_payment.in_progress? && fee_payment.orders.none?(&:purchased?) } end |
#outstanding_renewal_fees ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 102 def outstanding_renewal_fees fees.select { |fee| fee.fee_type == 'Renewal' && !fee.purchased? } end |
#registrar_action_categories(action) ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 158 def registrar_action_categories(action) EffectiveMemberships.Category.sorted.all end |
#registrar_action_statuses(action) ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 162 def registrar_action_statuses(action) EffectiveMemberships.Status.sorted.all end |
#reinstatement_membership_category ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 150 def reinstatement_membership_category reinstatement_membership_history&.membership_categories&.first end |
#reinstatement_membership_history ⇒ Object
The membership history we would reinstate to. Should be the one just before removed.
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# File 'app/models/concerns/effective_memberships_owner.rb', line 146 def reinstatement_membership_history membership_histories.reverse.find { |history| !history.removed? } if membership_removed? end |
#reinstatement_membership_statuses ⇒ Object
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# File 'app/models/concerns/effective_memberships_owner.rb', line 154 def reinstatement_membership_statuses reinstatement_membership_history&.membership_statuses end |
#removed_membership_history ⇒ Object
The membership history that is removed. Has exit statuses that may affect reinstatement fees.
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# File 'app/models/concerns/effective_memberships_owner.rb', line 141 def removed_membership_history membership_histories.reverse.find { |history| history.removed? } if membership_removed? end |
#rollback_membership_history! ⇒ Object
Delete the last membership history
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# File 'app/models/concerns/effective_memberships_owner.rb', line 359 def rollback_membership_history! raise('expected membership to be present') unless membership.present? (history, last) = membership_histories.last(2) raise('expected 2 or more membership histories') unless history.present? && last.present? last.mark_for_destruction history.assign_attributes(end_on: nil) membership.assign_attributes( number: history.number, categories: history.membership_categories, statuses: history.membership_statuses ) save! end |
#update_member_role! ⇒ Object
This can be called by a script to recalculate the owner role based on current membership
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# File 'app/models/concerns/effective_memberships_owner.rb', line 85 def update_member_role! assign_member_role save! end |
#update_membership_status! ⇒ Object
Called by the registrar.
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# File 'app/models/concerns/effective_memberships_owner.rb', line 336 def update_membership_status! raise('expected membership to be present') unless membership.present? # Assign fees paid through period membership.fees_paid_period = max_fees_paid_period() membership.fees_paid_through_period = max_fees_paid_through_period() # Add or remove Not In Good Standing status in_good_standing = membership.in_good_standing? not_in_good_standing = membership.not_in_good_standing? if in_good_standing && not_in_good_standing_fees.present? EffectiveMemberships.Registrar.not_in_good_standing!(self) elsif not_in_good_standing && not_in_good_standing_fees.blank? EffectiveMemberships.Registrar.in_good_standing!(self) end build_membership_history() if membership_histories.blank? save! end |