Module: EffectiveMembershipsApplicant
- Extended by:
- ActiveSupport::Concern
- Defined in:
- app/models/concerns/effective_memberships_applicant.rb
Overview
EffectiveMembershipsApplicant
Mark your owner model with effective_memberships_applicant to get all the includes
Defined Under Namespace
Modules: Base, ClassMethods
Instance Method Summary
collapse
Instance Method Details
#applicant_course(applicant_course_name: nil) ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 685
def applicant_course(applicant_course_name: nil)
applicant_courses.find { |ac| ac.applicant_course_name_id == applicant_course_name.id } ||
applicant_courses.build(applicant_course_name: applicant_course_name, applicant_course_area: applicant_course_name.applicant_course_area)
end
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#applicant_course_area_sum(applicant_course_area:) ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 690
def applicant_course_area_sum(applicant_course_area:)
applicant_courses.select { |ac| ac.applicant_course_area_id == applicant_course_area.id }.sum { |ac| ac.amount.to_i }
end
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#applicant_course_areas_collection ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 677
def applicant_course_areas_collection
Effective::ApplicantCourseArea.deep.sorted
end
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#applicant_course_names_collection(applicant_course_area:) ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 681
def applicant_course_names_collection(applicant_course_area:)
applicant_course_area.applicant_course_names
end
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#applicant_courses_sum ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 694
def applicant_courses_sum
applicant_courses.sum { |ac| ac.amount.to_i }
end
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#applicant_endorsements_required? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 717
def applicant_endorsements_required?
min_applicant_endorsements > 0
end
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#applicant_references_required? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 708
def applicant_references_required?
min_applicant_references > 0
end
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#applicant_review(reviewer:) ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 838
def applicant_review(reviewer:)
applicant_reviews.find { |ar| ar.reviewer_id == reviewer.id && ar.reviewer_type == reviewer.class.name }
end
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#applicant_reviews_required? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 829
def applicant_reviews_required?
min_applicant_reviews > 0
end
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#apply_to_join? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 561
def apply_to_join?
applicant_type == 'Apply to Join'
end
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#approve! ⇒ Object
Admin approves an applicant. Registers the owner. Sends an email.
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 893
def approve!
raise('already approved') if was_approved?
raise('applicant must have been submitted to approve!') unless was_submitted?
wizard_steps[:checkout] ||= Time.zone.now
wizard_steps[:submitted] ||= Time.zone.now
assign_attributes(missing_info_reason: nil)
approved!
EffectiveMemberships.Registrar.delete_fees!(owner)
if apply_to_join?
EffectiveMemberships.Registrar.register!(
owner,
to: to_category,
status: to_status,
date: approved_membership_date.presence, number: approved_membership_number.presence )
elsif reclassification?
EffectiveMemberships.Registrar.reclassify!(
owner,
to: to_category,
status: to_status,
date: approved_membership_date.presence, number: approved_membership_number.presence )
elsif reinstatement?
EffectiveMemberships.Registrar.reinstate!(
owner,
to: to_category,
date: approved_membership_date.presence, number: approved_membership_number.presence )
else
raise('unsupported approval applicant_type')
end
save!
after_commit { send_email(:applicant_approved) }
true
end
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#approve_email_templates ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 879
def approve_email_templates
raise('expected EffectiveEmailTemplates') unless defined?(EffectiveEmailTemplates)
Effective::EmailTemplate.where('template_name ILIKE ?', 'applicant_approve%').order(:template_name)
end
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#build_applicant_review(reviewer:) ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 843
def build_applicant_review(reviewer:)
applicant_review(reviewer: reviewer) || applicant_reviews.build(reviewer: reviewer)
end
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#build_organization(params = {}) ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 557
def build_organization(params = {})
self.organization = EffectiveMemberships.Organization.new(params)
end
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#can_apply_applicant_types_collection ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 628
def can_apply_applicant_types_collection
if owner.blank?
['Apply to Join']
elsif owner.membership_removed? && owner.reinstatement_membership_history.present?
['Apply for Reinstatement', 'Apply to Join']
elsif owner.membership.blank? || owner.membership.categories.blank?
['Apply to Join']
else
['Apply to Reclassify']
end
end
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#can_apply_categories_collection ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 641
def can_apply_categories_collection
categories = EffectiveMemberships.Category.sorted.can_apply
if user.blank? || !user.is?(:member)
return categories.where(can_apply_new: true)
end
category_ids = Array(user.membership&.category_ids).map(&:to_s) - [nil, '']
categories.select do |category|
category.can_apply_new? ||
category.can_apply_existing? ||
(category.can_apply_restricted? && (category_ids & category.can_apply_restricted_ids.map(&:to_s)).present?)
end
end
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#complete! ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 793
def complete!
raise('applicant must have been submitted to complete!') unless was_submitted?
assign_attributes(missing_info_reason: nil)
completed!
after_commit { send_email(:applicant_completed) }
true
end
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#completed_requirements ⇒ Object
When an application is submitted, these must be done to go to completed. An Admin can override this and just set them to completed.
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 774
def completed_requirements
requirements = {}
return requirements unless category.present?
if all_steps.include?(:transcripts) || transcripts_required?
requirements['Transcripts'] = ('Not Required' unless transcripts_required?) || transcripts_received?
end
if all_steps.include?(:ensorsements) || applicant_endorsements_required?
requirements['Endorsements'] = ('Not Required' unless applicant_endorsements_required?) || (applicant_endorsements.count(&:completed?) >= min_applicant_endorsements)
end
if all_steps.include?(:references) || applicant_references_required?
requirements['References'] = ('Not Required' unless applicant_references_required?) || (applicant_references.count(&:completed?) >= min_applicant_references)
end
requirements
end
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#cpd_completed_cpd_cycles ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 749
def cpd_completed_cpd_cycles
cpd_required_cpd_cycles.select { |cpd_cycle| user&.cpd_statement(cpd_cycle: cpd_cycle)&.completed? }
end
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#cpd_required_cpd_cycles ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 740
def cpd_required_cpd_cycles
date = submitted_at || Time.zone.now
[
(EffectiveCpd.previous_cpd_cycle(date: date) if cpd_requirement.to_s.include?('previous')),
(EffectiveCpd.current_cpd_cycle(date: date) if cpd_requirement.to_s.include?('current'))
].compact
end
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#cpd_requirement ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 736
def cpd_requirement
(category&.applicant_cpd_step_requirement.presence || EffectiveMemberships.Category.cpd_step_requirements.first)
end
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#cpd_uncompleted_cpd_cycles ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 753
def cpd_uncompleted_cpd_cycles
cpd_required_cpd_cycles.reject { |cpd_cycle| user&.cpd_statement(cpd_cycle: cpd_cycle)&.completed? }
end
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#decline! ⇒ Object
Admin approves an applicant. Registers the owner. Sends an email.
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 941
def decline!
raise('already declined') if was_declined?
raise('previously approved') if was_approved?
raise('applicant must have been submitted to decline!') unless was_submitted?
wizard_steps[:checkout] ||= Time.zone.now
wizard_steps[:submitted] ||= Time.zone.now
declined!
save!
after_commit { send_email(:applicant_declined) }
true
end
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#done? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 585
def done?
approved? || declined?
end
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#in_progress? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 581
def in_progress?
!approved? && !declined?
end
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#individual? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 573
def individual?
!(owner.kind_of?(EffectiveMemberships.Organization) && category&.organization?)
end
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#min_applicant_courses ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 673
def min_applicant_courses
category&.min_applicant_courses.to_i
end
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#min_applicant_educations ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 668
def min_applicant_educations
category&.min_applicant_educations.to_i
end
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#min_applicant_endorsements ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 713
def min_applicant_endorsements
category&.min_applicant_endorsements.to_i
end
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#min_applicant_equivalences ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 722
def min_applicant_equivalences
category&.min_applicant_equivalences.to_i
end
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#min_applicant_experiences_months ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 699
def min_applicant_experiences_months
category&.min_applicant_experiences_months.to_i
end
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#min_applicant_files ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 758
def min_applicant_files
category&.min_applicant_files.to_i
end
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#min_applicant_references ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 704
def min_applicant_references
category&.min_applicant_references.to_i
end
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#min_applicant_reviews ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 833
def min_applicant_reviews
category&.min_applicant_reviews.to_i
end
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#missing! ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 806
def missing!
raise('applicant must have been submitted to missing!') unless was_submitted?
missing_info!
after_commit { send_email(:applicant_missing_info) }
true
end
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#organization? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 577
def organization?
owner.kind_of?(EffectiveMemberships.Organization) && category&.organization?
end
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#owner ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 549
def owner
organization || user
end
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#owner_symbol ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 553
def owner_symbol
organization? ? :organization : :user
end
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#reclassification? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 565
def reclassification?
applicant_type == 'Apply to Reclassify'
end
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#reinstatement? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 569
def reinstatement?
applicant_type == 'Apply for Reinstatement'
end
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#resubmit! ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 815
def resubmit!
raise('applicant must have been submitted and missing info to resubmit!') unless was_submitted? && was_missing_info?
raise('already submitted') if submitted?
raise('expected a purchased order') unless submit_order&.purchased?
assign_attributes(skip_to_step: :submitted, submitted_at: Time.zone.now)
submitted!
end
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#review! ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 872
def review!
raise('applicant must have been submitted to review!') unless was_submitted?
reviewed!
end
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#reviewable? ⇒ Boolean
Completed -> Reviewed requirements
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 825
def reviewable?
completed?
end
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#reviewed_requirements ⇒ Object
When an application is completed, these must be done to go to reviewed An Admin can override this and just set them to reviewed.
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 849
def reviewed_requirements
requirements = {}
return requirements unless category.present?
if EffectiveMemberships.applicant_reviews?
requirements['Reviews'] = ('Not Required' unless applicant_reviews_required?) || (applicant_reviews.count(&:completed?) >= min_applicant_reviews)
end
requirements
end
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#select! ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 657
def select!
raise('cannot select a submitted applicant') if was_submitted?
raise('cannot select a purchased applicant') if orders.any? { |order| order.purchased? }
assign_attributes(wizard_steps: wizard_steps.slice(:start, :select))
save!
end
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#stamp ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 763
def stamp
stamps.first || stamps.build(
owner: owner,
name: owner.to_s,
shipping_address: (owner.try(:shipping_address) || owner.try(:billing_address)),
price: 0
)
end
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#status_label ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 589
def status_label
(status_was || status).to_s.gsub('_', ' ')
end
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#summary ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 593
def summary
case status_was
when 'draft'
"Applicant has not yet completed the #{category} wizard steps or paid to submit this application. This application will transition to 'submitted' after payment has been collected."
when 'submitted'
summary = "Application has been purchased and submitted."
tasks = "The following tasks remain before it can be completed:"
approval = "Waiting on approval."
items = completed_requirements.map do |item, done|
done = (done ? 'Complete' : 'Incomplete') unless done.is_a?(String) || done.is_a?(Symbol)
"<li>#{item}: #{done}</li>"
end.join
completed_requirements.present? ? "<p>#{summary} #{tasks}</p><ul>#{items}</ul>" : "#{summary} #{approval}"
when 'completed'
if applicant_reviews_required?
"All required materials have been provided. This application will transition to 'reviewed' after all reviewers have voted."
else
"This application has been completed and is now ready for an admin to approve or decline it. If approved, prorated fees will be generated."
end
when 'missing_info'
"Missing the following information: <ul><li>#{missing_info_reason}</li></ul>"
when 'reviewed'
"This application has been reviewed and is now ready for an admin to approve or decline it. If approved, prorated fees will be generated."
when 'approved'
"The application has been approved. All done."
when 'declined'
"This application has been declined."
else
raise("unexpected status #{status}")
end.html_safe
end
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#to_category ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 884
def to_category
category
end
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#to_s ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 543
def to_s
return 'New Applicant' if applicant_type.blank? || category.blank? || owner.blank?
"#{owner} - #{applicant_type} to #{category}"
end
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#to_status ⇒ Object
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 888
def to_status
nil
end
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#transcripts_received? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 727
def transcripts_received?
transcripts_received_on_was.present?
end
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#transcripts_required? ⇒ Boolean
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 731
def transcripts_required?
required_steps.include?(:transcripts)
end
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#try_completed! ⇒ Object
Called when an applicant is submitted
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 861
def try_completed!
return false unless submitted? && completed_requirements.values.all?
complete!
end
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#try_reviewed! ⇒ Object
Called when an applicant_review was submitted
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# File 'app/models/concerns/effective_memberships_applicant.rb', line 867
def try_reviewed!
return false unless completed? && reviewed_requirements.values.all?
review!
end
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