Module: EffectiveMembershipsRegistrar

Extended by:
ActiveSupport::Concern
Included in:
Effective::Registrar
Defined in:
app/models/concerns/effective_memberships_registrar.rb

Overview

EffectiveMembershipsRegistrar

This is different cause its not an ActiveRecord one

Mark your registrar with include EffectiveMembershipsRegistrar

Mark your category model with effective_memberships_category to get all the includes

Defined Under Namespace

Modules: ClassMethods

Instance Method Summary collapse

Instance Method Details

#advance_period(period:, number:) ⇒ Object

These two could be overridden if we do non 1-year periods



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 66

def advance_period(period:, number:)
  period.advance(years: number).beginning_of_year
end

#assign!(owner, categories:, statuses: nil, date: nil, number: nil) ⇒ Object

Category is required, statuses are optional



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 116

def assign!(owner, categories:, statuses: nil, date: nil, number: nil)
  categories = Array(categories)
  statuses = Array(statuses)

  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('expecting a membership category') if categories.blank? || categories.any? { |cat| !cat.class.respond_to?(:effective_memberships_category?) }
  raise('expecting an membership status (optional)') if statuses.present? && statuses.any? { |status| !status.class.respond_to?(:effective_memberships_status?) }

  # Default Date and next number
  date ||= Time.zone.now
  period = period(date: date)
  period_end_on = period_end_on(date: date)

  # Find or build a membership
  membership = owner.membership || owner.build_membership

  # Assign Dates
  membership.joined_on ||= date  # Only if not already present

  # Assign Number (this could be nil)
  number = next_membership_number(owner, to: categories.first) if number.blank?
  membership.number ||= number
  membership.number_as_integer ||= (Integer(number) rescue nil)

  # Builds the membership_categories and membership_statuses. Marks for destruction ones that don't exist.
  membership.assign_attributes(statuses: statuses, categories: categories)

  changed = membership.membership_categories.any? { |mc| mc.new_record? || mc.marked_for_destruction? }
  changed ||= membership.membership_statuses.any? { |ms| ms.new_record? || ms.marked_for_destruction? }

  if changed
    membership.registration_on = date # Always new registration_on

    owner.build_membership_history(start_on: date)
    owner.save!
  end

  # Assign member role
  add_member_role(owner)

  owner.update_membership_status!
end

#build_reclassify_fees(owner:, membership:, to:, from:, period:, date:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 260

def build_reclassify_fees(owner:, membership:, to:, from:, period:, date:)
  existing = owner.membership_period_fee(category: from, period: period)

  if existing
    [
      owner.build_prorated_fee(date: date),
      owner.build_discount_fee(date: date, from: from)
    ]
  else
    owner.build_renewal_fee(category: to, period: period)
  end
end

#build_register_fees(owner:, membership:, date:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 211

def build_register_fees(owner:, membership:, date:)
  owner.build_prorated_fee(date: date)
end

#build_reinstate_fees(owner:, membership:, date:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 335

def build_reinstate_fees(owner:, membership:, date:)
  owner.build_prorated_fee(date: date)
end

#create_all_fees!(period: nil) ⇒ Object

This is intended to be run once per day in a rake task rake effective_memberships:create_fees Create Renewal and Late fees Assigns NIGS



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 495

def create_all_fees!(period: nil)
  period ||= current_period
  memberships = Effective::Membership.deep.with_unpaid_fees_through(period)

  memberships.find_each do |membership|
    create_fees!(membership, period: period); GC.start
  end

  true
end

#create_fees!(resource, period: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 506

def create_fees!(resource, period: nil)
  period ||= current_period

  membership = (resource.class.respond_to?(:effective_memberships_owner?) ? resource.membership : resource)
  raise('expected a membership') unless membership.present? && membership.kind_of?(Effective::Membership)

  # Create Renewal Fees
  create_renewal_fees!(membership, period: period)

  # Create Late Fees
  create_late_fees!(membership, period: period)

  # Update Membership Status - Assign Not In Good Standing
  create_not_in_good_standing!(membership, period: period)

  true
end

#create_late_fees!(membership, period:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 539

def create_late_fees!(membership, period:)
  membership.categories.select(&:create_late_fees?).map do |category|
    fee = membership.owner.build_late_fee(category: category, period: period)
    next if fee.blank? || fee.persisted?

    puts("Created late fee for #{membership.owner}") if debug?

    fee.save!
  end
end

#create_not_in_good_standing!(membership, period:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 550

def create_not_in_good_standing!(membership, period:)
  return unless Time.zone.now.beginning_of_day == not_in_good_standing_date(period: period).beginning_of_day
  return unless membership.categories.any?(&:create_not_in_good_standing?)

  membership.owner.update_membership_status!
end

#create_renewal_fees!(membership, period:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 524

def create_renewal_fees!(membership, period:)
  membership.categories.select(&:create_renewal_fees?).map do |category|
    existing = membership.owner.membership_period_fee(category: category, period: period, except: 'Renewal')
    next if existing.present? # This might be an existing Prorated fee

    fee = membership.owner.build_renewal_fee(category: category, period: period)
    raise("expected build_renewal_fee to return a fee for period #{period}") unless fee.kind_of?(Effective::Fee)
    next if fee.blank? || fee.persisted?

    puts("Created renewal fee for #{membership.owner}") if debug?

    fee.save!
  end
end

#current_period ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 74

def current_period
  period(date: Time.zone.now)
end

#delete_fees!(resource) ⇒ Object

Called by applicant.approve!



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 477

def delete_fees!(resource)
  owner = (resource.class.respond_to?(:effective_memberships_owner?) ? resource : resource.try(:owner))
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)

  # Delete unpurchased fees and orders
  owner.outstanding_fee_payment_fees.each { |fee| fee.mark_for_destruction }
  owner.outstanding_fee_payment_orders.each { |order| order.mark_for_destruction }
  owner.save!

  owner.outstanding_fee_payments.each { |fee_payment| fee_payment.destroy! }

  true
end

#fee_payment_purchased!(owner) ⇒ Object

Called in the after_purchase of fee payment



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 558

def fee_payment_purchased!(owner)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  owner.update_membership_status! if owner.membership.present?
end

#fees_paid!(owner, date: nil, order_attributes: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 439

def fees_paid!(owner, date: nil, order_attributes: nil)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('expected a member') unless owner.membership.present?
  raise('expected a Hash of attributes') if order_attributes.present? && !order_attributes.kind_of?(Hash)

  # Date
  date ||= Time.zone.now

  period = period(date: date)
  period_end_on = period_end_on(date: date)

  if owner.outstanding_fee_payment_fees.present?
    order = Effective::Order.new(items: owner.outstanding_fee_payment_fees, user: owner)
    order.assign_attributes(order_attributes) if order_attributes.present?
    order.mark_as_purchased!
  end

  owner.update_membership_status!
  owner.membership.update!(fees_paid_period: period, fees_paid_through_period: period_end_on)
end

#in_good_standing!(owner, date: nil, notes: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 431

def in_good_standing!(owner, date: nil, notes: nil)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('expected a member') unless owner.membership.present?
  raise('expected owner to be not in good standing') unless owner.membership.not_in_good_standing?

  status_remove!(owner, status: not_in_good_standing_status!, date: date, notes: notes)
end

#last_period ⇒ Object 



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

def last_period
  advance_period(period: current_period, number: -1)
end

#late_fee_date(period:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 26

def late_fee_date(period:)
  Time.zone.local(period.year, 2, 1) # Fees are late after February 1st
  raise('to be implemented by app registrar')
end

#min_late_duration ⇒ Object

A renewal fee must be at least this old to be considered late? Must be less than (late_fee_date - renewal_fee_date) but this is not enforced



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 38

def min_late_duration
  60.days
end

#min_not_in_good_standing_duration ⇒ Object

A renewal fee must be at least this old to be considered nigs? Must be less than (nigs_date - renewal_fee_date) but this is not enforced



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 44

def min_not_in_good_standing_duration
  60.days
end

#next_membership_number(owner, to:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 460

def next_membership_number(owner, to:)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)

  categories = Array(to)
  raise('expecting a membership category') unless categories.all? { |cat| cat.class.respond_to?(:effective_memberships_category?) }

  return nil if categories.none?(&:membership_number_required?)

  # Just a simple number right now
  number = (Effective::Membership.all.max_number || 0) + 1

  # Returns a string
  number.to_s
end

#not_in_good_standing!(owner, date: nil, notes: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 423

def not_in_good_standing!(owner, date: nil, notes: nil)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('expected a member') unless owner.membership.present?
  raise('expected owner to be in good standing') unless owner.membership.in_good_standing?

  status_add!(owner, status: not_in_good_standing_status!, date: date, notes: notes)
end

#not_in_good_standing_date(period:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 31

def not_in_good_standing_date(period:)
  Time.zone.local(period.year, 3, 1) # Membership in bad standing after March 1st
  raise('to be implemented by app registrar')
end

#not_in_good_standing_status ⇒ Object

scope



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 49

def not_in_good_standing_status
  EffectiveMemberships.Status.where(title: 'Not In Good Standing')
end

#not_in_good_standing_status! ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 53

def not_in_good_standing_status!
  not_in_good_standing_status.first!
end

#period(date:) ⇒ Object

Returns a date of Jan 1, Year



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 83

def period(date:)
  cutoff = renewal_fee_date(date: date) # period_end_on
  period = (date < cutoff) ? advance_period(period: date, number: 0) : advance_period(period: date, number: 1)
  period.to_date
end

#period_end_on(date:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 70

def period_end_on(date:)
  period(date: date).end_of_year
end

#periods(from:, to: nil) ⇒ Object

This is only used for a form collection on admin memberships



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 90

def periods(from:, to: nil)
  to ||= Time.zone.now

  raise('expected to date') unless to.respond_to?(:strftime)
  raise('expected from date') unless from.respond_to?(:strftime)

  from = period(date: from)
  to = period(date: to)

  retval = []

  loop do
    retval << from
    from = advance_period(period: from, number: 1)
    break if from > to
  end

  retval
end

#periods_collection(from: nil, to: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 110

def periods_collection(from: nil, to: nil)
  from ||= Time.zone.now - 10.years
  periods(from: from, to: to).reverse.map { |period| [period_end_on(date: period), period] }
end

#reclassify!(owner, to:, status: nil, date: nil, number: nil, skip_fees: false) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 215

def reclassify!(owner, to:, status: nil, date: nil, number: nil, skip_fees: false)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('owner must have an existing membership. use register! instead') if owner.membership.blank?

  from = owner.membership.category

  raise('expecting a to memberships category') unless to.class.respond_to?(:effective_memberships_category?)
  raise('expecting a from memberships category') unless from.class.respond_to?(:effective_memberships_category?)
  raise('expecting a memberships status') unless status.nil? || status.class.respond_to?(:effective_memberships_status?)
  raise('expected to and from to be different') if from == to

  date ||= Time.zone.now
  period = period(date: date)

  # Existing Membership
  membership = owner.membership

  # Last Changed Date
  membership.registration_on = date

  # Assign Number (this could be nil)
  number = next_membership_number(owner, to: to) if number.nil?

  if number.present?
    membership.number = number
    membership.number_as_integer = (Integer(number) rescue nil)
  end

  # Assign Category
  membership.build_membership_category(category: to)
  membership.membership_category(category: from).mark_for_destruction

  # Assign Status
  membership.build_membership_status(status: status) if status.present?

  unless skip_fees
    fees = build_reclassify_fees(owner: owner, membership: membership, to: to, from: from, period: period, date: date)
    raise('unexpected purchased fee') if Array(fees).compact.any?(&:purchased?)
  end

  # Save owner
  owner.build_membership_history(start_on: date)
  owner.save!
end

#register!(owner, to:, status: nil, date: nil, number: nil, skip_fees: false) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 159

def register!(owner, to:, status: nil, date: nil, number: nil, skip_fees: false)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('expecting a memberships category') unless to.class.respond_to?(:effective_memberships_category?)
  raise('expecting a memberships status') unless status.nil? || status.class.respond_to?(:effective_memberships_status?)
  raise('owner has existing membership. use reclassify! instead.') if owner.membership.present?

  # Default Date and next number
  date ||= Time.zone.now
  period = period(date: date)
  period_end_on = period_end_on(date: date)

  # Build a membership
  membership = owner.build_membership

  # Assign Dates
  membership.joined_on ||= date  # Only if not already present
  membership.registration_on = date  # Always new registration_on

  # Assign Number (this could be nil)
  number = next_membership_number(owner, to: to) if number.nil?

  if number.present?
    membership.number = number
    membership.number_as_integer = (Integer(number) rescue nil)
  end

  # Assign Category
  membership.build_membership_category(category: to)

  # Assign Status
  membership.build_membership_status(status: status) if status.present?

  # Assign fees paid through period
  if skip_fees
    membership.fees_paid_period = period
    membership.fees_paid_through_period = period_end_on
  end

  # Or, Build Fees
  unless skip_fees
    fees = build_register_fees(owner: owner, membership: membership, date: date)
    raise('unexpected purchased fee') if Array(fees).compact.any?(&:purchased?)
  end

  # Assign member role
  add_member_role(owner)

  # Save owner
  owner.build_membership_history(start_on: date)
  owner.save!
end

#reinstate!(owner, to: nil, date: nil, number: nil, skip_fees: false) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 273

def reinstate!(owner, to: nil, date: nil, number: nil, skip_fees: false)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)

  history = owner.reinstatement_membership_history || owner.membership_histories.last
  raise('owner must have a removed membership history or some kind of history.') if history.blank?

  to ||= owner.reinstatement_membership_category
  raise('expecting a to memberships category') unless to.class.respond_to?(:effective_memberships_category?)

  statuses = Array(owner.reinstatement_membership_statuses)

  # Default Date
  date ||= Time.zone.now
  period = period(date: date)
  period_end_on = period_end_on(date: date)

  # Build a membership
  membership = owner.build_membership

  # Assign Dates
  membership.joined_on = date
  membership.registration_on = date

  # Assign Old Number (this could be nil)
  number = history.number if history.number.present?

  # Assign Number (this could be nil)
  number = next_membership_number(owner, to: to) if number.nil?

  if number.present?
    membership.number = number
    membership.number_as_integer = (Integer(number) rescue nil)
  end

  # Assign Category
  membership.build_membership_category(category: to)

  # Assign Statuses
  statuses.each do |status|
    membership.build_membership_status(status: status)
  end

  # Assign fees paid through period
  if skip_fees
    membership.fees_paid_period = period
    membership.fees_paid_through_period = period_end_on
  end

  # Or, Build Fees
  unless skip_fees
    build_reinstate_fees(owner: owner, membership: membership, date: date)
    # This might already be present and purchased if joined and reinstated in the same period
  end

  # Assign member role
  add_member_role(owner)

  # Save owner
  owner.build_membership_history(start_on: date)
  owner.save!
end

#remove!(owner, statuses: nil, date: nil, notes: nil) ⇒ Object

When you remove, you can set a status(es) which may affect reinstatement applications



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 393

def remove!(owner, statuses: nil, date: nil, notes: nil)
  statuses = Array(statuses)

  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('expected a member with a membership') unless owner.membership.present?
  raise('expecting an membership status (optional)') if statuses.present? && statuses.any? { |status| !status.class.respond_to?(:effective_memberships_status?) }

  # Date
  date ||= Time.zone.now

  # Delete unpurchased fees and orders
  owner.outstanding_fee_payment_fees.each { |fee| fee.mark_for_destruction }
  owner.outstanding_fee_payment_orders.each { |order| order.mark_for_destruction }

  # Remove member role
  remove_member_role(owner)

  # Remove Membership
  owner.membership.mark_for_destruction

  # We do the save a bit differently here because we want to set the removed statuses
  history = owner.build_membership_history(start_on: date, notes: notes)

  if statuses.present?
    history.assign_attributes(statuses: statuses.map(&:to_s), status_ids: statuses.map(&:id))
  end

  owner.save!
end

#renewal_fee_date(date:) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 21

def renewal_fee_date(date:)
  Time.zone.local(date.year, 12, 1) # Fees roll over every December 1st
  raise('to be implemented by app registrar')
end

#resigned_status ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 57

def resigned_status
  EffectiveMemberships.Status.where(title: 'Resigned')
end

#resigned_status! ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 61

def resigned_status!
  resigned_status.first!
end

#status_add!(owner, status:, date: nil, notes: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 346

def status_add!(owner, status:, date: nil, notes: nil)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('owner must have an existing membership. use register! instead') if owner.membership.blank?

  status_assign!(owner, date: date, notes: notes, status: owner.membership.statuses + Array(status))
end

#status_assign!(owner, status:, date: nil, notes: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 360

def status_assign!(owner, status:, date: nil, notes: nil)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)

  membership = owner.membership
  raise('owner must have an existing membership. use register! instead') if membership.blank?

  statuses = Array(status)
  raise('expected a memberships status') unless statuses.blank? || statuses.all? { |status| status.class.respond_to?(:effective_memberships_status?) }

  # Add
  statuses.each do |status|
    next if membership.membership_status(status: status).present?
    membership.build_membership_status(status: status)
  end

  # Remove
  membership.statuses.each do |existing|
    next if statuses.include?(existing)
    membership.membership_status(status: existing).mark_for_destruction
  end

  changed = membership.membership_statuses.any? { |ms| ms.new_record? || ms.marked_for_destruction? }

  if changed
    # Save owner
    owner.build_membership_history(start_on: date, notes: notes)
    owner.save!
  end

  true
end

#status_clear!(owner, date: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 339

def status_clear!(owner, date: nil)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('owner must have an existing membership. use register! instead') if owner.membership.blank?

  status_assign!(owner, date: date, status: [])
end

#status_remove!(owner, status:, date: nil, notes: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_registrar.rb', line 353

def status_remove!(owner, status:, date: nil, notes: nil)
  raise('expecting a memberships owner') unless owner.class.respond_to?(:effective_memberships_owner?)
  raise('owner must have an existing membership. use register! instead') if owner.membership.blank?

  status_assign!(owner, date: date, notes: notes, status: owner.membership.statuses - Array(status))
end