app/models/entities/account.rb
# frozen_string_literal: true
# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
#
# Fat Free CRM is freely distributable under the terms of MIT license.
# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
#------------------------------------------------------------------------------
# == Schema Information
#
# Table name: accounts
#
# id :integer not null, primary key
# user_id :integer
# assigned_to :integer
# name :string(64) default(""), not null
# access :string(8) default("Public")
# website :string(64)
# toll_free_phone :string(32)
# phone :string(32)
# fax :string(32)
# deleted_at :datetime
# created_at :datetime
# updated_at :datetime
# email :string(64)
# background_info :string(255)
# rating :integer default(0), not null
# category :string(32)
#
class Account < ActiveRecord::Base
belongs_to :user, optional: true # TODO: Is this really optional?
belongs_to :assignee, class_name: "User", foreign_key: :assigned_to, optional: true
has_many :account_contacts, dependent: :destroy
has_many :contacts, -> { distinct }, through: :account_contacts
has_many :account_opportunities, dependent: :destroy
has_many :opportunities, -> { order("opportunities.id DESC").distinct }, through: :account_opportunities
has_many :pipeline_opportunities, -> { order("opportunities.id DESC").distinct.pipeline }, through: :account_opportunities, source: :opportunity
has_many :tasks, as: :asset, dependent: :destroy # , :order => 'created_at DESC'
has_one :billing_address, -> { where(address_type: "Billing") }, dependent: :destroy, as: :addressable, class_name: "Address"
has_one :shipping_address, -> { where(address_type: "Shipping") }, dependent: :destroy, as: :addressable, class_name: "Address"
has_many :addresses, dependent: :destroy, as: :addressable, class_name: "Address" # advanced search uses this
has_many :emails, as: :mediator
serialize :subscribed_users, Array
accepts_nested_attributes_for :billing_address, allow_destroy: true, reject_if: proc { |attributes| Address.reject_address(attributes) }
accepts_nested_attributes_for :shipping_address, allow_destroy: true, reject_if: proc { |attributes| Address.reject_address(attributes) }
scope :state, lambda { |filters|
where('category IN (?)' + (filters.delete('other') ? ' OR category IS NULL' : ''), filters)
}
scope :created_by, ->(user) { where(user_id: user.id) }
scope :assigned_to, ->(user) { where(assigned_to: user.id) }
scope :text_search, ->(query) { ransack('name_or_email_cont' => query).result }
scope :visible_on_dashboard, lambda { |user|
# Show accounts which either belong to the user and are unassigned, or are assigned to the user
where('(user_id = :user_id AND assigned_to IS NULL) OR assigned_to = :user_id', user_id: user.id)
}
scope :by_name, -> { order(:name) }
uses_user_permissions
acts_as_commentable
uses_comment_extensions
acts_as_taggable_on :tags
has_paper_trail versions: { class_name: 'Version' }, ignore: [:subscribed_users]
has_fields
exportable
sortable by: ["name ASC", "rating DESC", "created_at DESC", "updated_at DESC"], default: "created_at DESC"
has_ransackable_associations %w[contacts opportunities tags activities emails addresses comments tasks]
ransack_can_autocomplete
validates_presence_of :name, message: :missing_account_name
validates_uniqueness_of :name, scope: :deleted_at, if: -> { Setting.require_unique_account_names }
validates :rating, inclusion: { in: 0..5 }, allow_blank: true
validates :category, inclusion: { in: proc { Setting.unroll(:account_category).map { |s| s.last.to_s } } }, allow_blank: true
validate :users_for_shared_access
before_save :nullify_blank_category
# Default values provided through class methods.
#----------------------------------------------------------------------------
def self.per_page
20
end
# Extract last line of billing address and get rid of numeric zipcode.
#----------------------------------------------------------------------------
def location
return "" unless self[:billing_address]
location = self[:billing_address].strip.split("\n").last
location&.gsub(/(^|\s+)\d+(:?\s+|$)/, " ")&.strip
end
# Attach given attachment to the account if it hasn't been attached already.
#----------------------------------------------------------------------------
def attach!(attachment)
send(attachment.class.name.tableize) << attachment unless send("#{attachment.class.name.downcase}_ids").include?(attachment.id)
end
# Discard given attachment from the account.
#----------------------------------------------------------------------------
def discard!(attachment)
if attachment.is_a?(Task)
attachment.update_attribute(:asset, nil)
else # Contacts, Opportunities
send(attachment.class.name.tableize).delete(attachment)
end
end
# Class methods.
#----------------------------------------------------------------------------
def self.create_or_select_for(model, params)
# Attempt to find existing account
return Account.find(params[:id]) if params[:id].present?
if params[:name].present?
account = Account.find_by(name: params[:name])
return account if account
end
# Fallback to create new account
params[:user] = model.user if model
account = Account.new(params)
if account.access != "Lead" || model.nil?
account.save
else
account.save_with_model_permissions(model)
end
account
end
private
# Make sure at least one user has been selected if the account is being shared.
#----------------------------------------------------------------------------
def users_for_shared_access
errors.add(:access, :share_account) if self[:access] == "Shared" && permissions.none?
end
def nullify_blank_category
self.category = nil if category.blank?
end
ActiveSupport.run_load_hooks(:fat_free_crm_account, self)
end