Module: EffectiveCpdAudit

Extended by:
ActiveSupport::Concern
Defined in:
app/models/concerns/effective_cpd_audit.rb

Overview

EffectiveCpdAudit

Mark your owner model with effective_cpd_audit to get all the includes

Defined Under Namespace

Modules: Base, ClassMethods

Instance Method Summary collapse

Instance Method Details

#anonymous? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_cpd_audit.rb', line 321

def anonymous?
  cpd_audit_level&.anonymous?
end

#assign_anonymous_name_and_number ⇒ Object

The name pattern is A23XXX where XXX is an autoincrement The name pattern is A23XXX where XXX is an autoincrement



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# File 'app/models/concerns/effective_cpd_audit.rb', line 649

def assign_anonymous_name_and_number
  return if anonymous_name.present? || anonymous_number.present?
  return if cpd_audit_level.blank?

  prefix = cpd_audit_level.anonymous_audits_prefix
  raise('expected cpd audit level to have an anonymous prefix') unless prefix.present?

  # Where starts with prefix
  number = (self.class.all.where('anonymous_name LIKE ?', "#{prefix}%").maximum('anonymous_number') || 0) + 1 # The next number

  # Apply prefix and pad number to 3 digits
  name = prefix + number.to_s.rjust(3, '0')

  assign_attributes(anonymous_number: number, anonymous_name: name)
end

#chat_always? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_cpd_audit.rb', line 349

def chat_always?
  chat_permission == 'Always send messages'
end

#chat_never? ⇒ Boolean

Returns:

  • (Boolean) 


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

def chat_never?
  chat_permission == 'Never send messages'
end

#chat_until_closed? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_cpd_audit.rb', line 345

def chat_until_closed?
  chat_permission == 'Can send messages until closed'
end

#close! ⇒ Object

Admin action



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# File 'app/models/concerns/effective_cpd_audit.rb', line 600

def close!
  closed!
  send_email(:cpd_audit_closed)
end

#complete! ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 549

def complete!
  raise('audit must have been submitted to complete!') unless was_submitted?

  existing = cpd_audit_reviews.select { |cpd_audit_review| cpd_audit_review.persisted? }

  assign_attributes(missing_info_reason: nil)
  completed!

  # Each of these sends a cpd_audit_review_ready email
  existing.each { |cpd_audit_review| cpd_audit_review.ready! }

  true
end

#completed_requirements ⇒ Object

When an audit 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_cpd_audit.rb', line 539

def completed_requirements
  {}
end

#cpd_audit_level_section(wizard_step) ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 407

def cpd_audit_level_section(wizard_step)
  position = (wizard_step.to_s.split('section').last.to_i rescue false)
  cpd_audit_level.cpd_audit_level_sections.find { |section| (section.position + 1) == position }
end

#cpd_audit_response(cpd_audit_level_question) ⇒ Object

Find or build



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# File 'app/models/concerns/effective_cpd_audit.rb', line 413

def cpd_audit_response(cpd_audit_level_question)
  cpd_audit_response = cpd_audit_responses.find { |r| r.cpd_audit_level_question_id == cpd_audit_level_question.id }
  cpd_audit_response ||= cpd_audit_responses.build(cpd_audit: self, cpd_audit_level_question: cpd_audit_level_question)
end

#deadline_date ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 325

def deadline_date
  (extension_date || notification_date)
end

#deadline_to_conflict_of_interest ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 614

def deadline_to_conflict_of_interest
  return nil unless cpd_audit_level&.conflict_of_interest?
  return nil unless cpd_audit_level.days_to_declare_conflict.present?

  date = (notification_date || created_at || Time.zone.now)
  EffectiveResources.advance_date(date, business_days: cpd_audit_level.days_to_declare_conflict)
end

#deadline_to_exemption ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 622

def deadline_to_exemption
  return nil unless cpd_audit_level&.can_request_exemption?
  return nil unless cpd_audit_level.days_to_request_exemption.present?

  date = (notification_date || created_at || Time.zone.now)
  EffectiveResources.advance_date(date, business_days: cpd_audit_level.days_to_request_exemption)
end

#deadline_to_extension ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 630

def deadline_to_extension
  return nil unless cpd_audit_level&.can_request_extension?
  return nil unless cpd_audit_level.days_to_request_extension.present?

  date = (notification_date || created_at || Time.zone.now)
  EffectiveResources.advance_date(date, business_days: cpd_audit_level.days_to_request_extension)
end

#deadline_to_submit ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 638

def deadline_to_submit
  return extension_date if extension_date.present?

  return nil unless cpd_audit_level&.days_to_submit.present?

  date = (notification_date || created_at || Time.zone.now)
  EffectiveResources.advance_date(date, business_days: cpd_audit_level.days_to_submit)
end

#deny_exemption! ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 464

def deny_exemption!
  assign_attributes(exemption_request: false)
  exemption_denied!
  send_email(:cpd_audit_exemption_denied)
end

#deny_extension! ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 497

def deny_extension!
  assign_attributes(extension_request: false)
  extension_denied!
  send_email(:cpd_audit_extension_denied)
end

#done? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_cpd_audit.rb', line 337

def done?
  self.class.done_states.include?(status.to_sym)
end

#draft? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_cpd_audit.rb', line 329

def draft?
  !was_submitted? && !closed?
end

#email_form_defaults(action) ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 605

def email_form_defaults(action)
  { from: EffectiveCpd.mailer_sender }
end

#exemption! ⇒ Object

Auditee wizard action



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# File 'app/models/concerns/effective_cpd_audit.rb', line 441

def exemption!
  return started! unless exemption_request?

  update!(status: :exemption_requested)
  send_email(:cpd_audit_exemption_request)
end

#extension! ⇒ Object

Auditee wizard action



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# File 'app/models/concerns/effective_cpd_audit.rb', line 471

def extension!
  return started! unless extension_request?

  update!(status: :extension_requested)
  send_email(:cpd_audit_extension_request)
end

#feedback ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 669

def feedback
  (cpd_audit_reviews.map(&:feedback) - [nil, '', ' ']).join("\n")
end

#grant_exemption! ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 458

def grant_exemption!
  wizard_steps[:submit] ||= Time.zone.now
  submitted! && exemption_granted!
  send_email(:cpd_audit_exemption_granted)
end

#grant_extension! ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 488

def grant_extension!
  self.extension_date = extension_request_date
  self.due_date = deadline_to_submit()

  cpd_audit_reviews.each { |cpd_audit_review| cpd_audit_review.extension_granted! }
  extension_granted!
  send_email(:cpd_audit_extension_granted)
end

#in_progress? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_cpd_audit.rb', line 333

def in_progress?
  self.class.done_states.include?(status.to_sym) == false
end

#missing! ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 563

def missing!
  raise('audit must have been submitted to missing!') unless was_submitted?

  missing_info!
  send_email(:cpd_audit_missing_info)
end

#name ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 317

def name
  anonymous_name.presence || user.to_s
end

#notify! ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 418

def notify!
  send_email(:cpd_audit_opened)
  true
end

#process_exemption! ⇒ Object

Admin action



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# File 'app/models/concerns/effective_cpd_audit.rb', line 449

def process_exemption!
  case admin_process_request
  when 'Granted' then grant_exemption!
  when 'Denied' then deny_exemption!
  else
    self.errors.add(:admin_process_request, "can't be blank"); save!
  end
end

#process_extension! ⇒ Object

Admin action



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# File 'app/models/concerns/effective_cpd_audit.rb', line 479

def process_extension!
  case admin_process_request
  when 'Granted' then grant_extension!
  when 'Denied' then deny_extension!
  else
    self.errors.add(:admin_process_request, "can't be blank"); save!
  end
end

#ready_to_review? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_cpd_audit.rb', line 341

def ready_to_review?
  was_completed?
end

#required_cpd_cycle ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 514

def required_cpd_cycle
  @required_cpd_cycle ||= begin
    last_year = ((notification_date || created_at || Time.zone.now) - 1.year).all_year
    Effective::CpdCycle.available.where(start_at: last_year).first
  end
end

#resolve_conflict! ⇒ Object

Admin action



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# File 'app/models/concerns/effective_cpd_audit.rb', line 429

def resolve_conflict!
  wizard_steps[:conflict] = nil   # Have them complete the conflict step again.

  assign_attributes(conflict_of_interest: false, conflict_of_interest_reason: nil)
  conflicted_resolved!
  submitted!

  send_email(:cpd_audit_conflict_resolved)
  true
end

#resubmit! ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 570

def resubmit!
  raise('audit must have been submitted and missing info to resubmit!') unless was_submitted? && was_missing_info?
  raise('already submitted') if submitted?

  assign_attributes(skip_to_step: :submitted, submitted_at: Time.zone.now)

  submitted!
  send_email(:cpd_audit_submitted)
end

#review! ⇒ Object

Called in a before_save. Intended for applicant_review to call in its submit! method



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# File 'app/models/concerns/effective_cpd_audit.rb', line 590

def review!
  raise('already reviewed') if was_reviewed?
  raise('audit must have been submitted to review!') unless was_submitted?
  raise('audit must have been completed to review!') unless was_completed?

  reviewed!
  send_email(:cpd_audit_reviewed)
end

#send_email(email) ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 609

def send_email(email)
  EffectiveCpd.send_email(email, self, email_form_params) unless email_form_skip?
  true
end

#start! ⇒ Object

Auditee wizard action



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# File 'app/models/concerns/effective_cpd_audit.rb', line 424

def start!
  started!
end

#status_label ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 357

def status_label
  (status_was || status).to_s.gsub('_', ' ')
end

#submit! ⇒ Object

Auditee wizard action



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# File 'app/models/concerns/effective_cpd_audit.rb', line 522

def submit!
  # Complete the very last step too
  wizard_steps[:submitted] = Time.zone.now

  if conflict_of_interest?
    conflicted!
    send_email(:cpd_audit_conflicted)
  else
    submitted!
    send_email(:cpd_audit_submitted)
  end

  true
end

#suggested_cpd_audit_reviewers ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 665

def suggested_cpd_audit_reviewers
  (current_user || user).class.send(EffectiveCpd.audit_reviewer_user_scope).sorted_by_in_progress_cpd_audit_reviews
end

#summary ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 361

def summary
  audit = model_name.human
  auditee = EffectiveCpd.CpdAudit.human_attribute_name(:user)
  reviewer = EffectiveCpd.CpdAuditReview.human_attribute_name(:user)
  reviewers = EffectiveCpd.CpdAuditReview.human_attribute_name(:user).pluralize

  case status_was
  when 'opened'
    "The #{audit} has been opened. The #{auditee} and #{reviewers} have been notified. Waiting for the #{auditee} to submit."
  when 'started'
    "The #{auditee} has started their #{audit}. Waiting for the #{auditee} to submit."
  when 'conflicted'
    "The #{auditee} has declared a conflict of interest. A new #{reviewer} will be assigned."
  when 'conflicted_resolved'
    "The #{auditee} had declared a conflict of interest. This has been resolved. Waiting for the #{auditee} to submit."
  when 'exemption_requested'
    "The #{auditee} has requested an exemption. Waiting for request to be granted or denied."
  when 'exemption_granted'
    "The exemption request has been granted. This #{audit} may now be closed."
  when 'exemption_denied'
    "The exemption request has been denied. The #{audit} will continue. Waiting for the #{auditee} to submit."
  when 'extension_requested'
    "The #{auditee} has requested an extension. Waiting for request to be granted or denied."
  when 'extension_granted'
    "The extension request has been granted. There is a new deadline. Waiting for the #{auditee} to submit."
  when 'extension_denied'
    "The extension request has been denied. The deadline remains. Waiting for the #{auditee} to submit."
  when 'submitted'
    summary = "#{auditee} has submitted their #{audit} wizard."
    tasks = "The following tasks remain before it can be completed:"
    approval = "Waiting on completeness check, review and determination."
    items = completed_requirements.map { |item, done| "<li>#{item}: #{done ? 'Complete' : 'Incomplete'}</li>" }.join
    completed_requirements.present? ? "<p>#{summary} #{tasks}</p><ul>#{items}</ul>" : "#{summary} #{approval}"
  when 'completed'
    "All required materials have been provided. Ready to review. This #{audit} will transition to 'reviewed' after all #{reviewers} have submitted."
  when 'missing_info'
    "Missing the following information: <ul><li>#{missing_info_reason}</li></ul>"
  when 'reviewed'
    "The #{audit} has been reviewed and is ready for the final determination to be made."
  when 'closed'
    "This #{audit} has been closed with a final determination #{determination}. All done."
  else
    raise("unexpected status #{status}")
  end.html_safe
end

#to_s ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 313

def to_s
  (cpd_audit_level.present? && name.present?) ? "#{cpd_audit_level} #{model_name.human} of #{name}" : model_name.human
end

#try_complete! ⇒ Object

called by a before_save when submitted



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# File 'app/models/concerns/effective_cpd_audit.rb', line 544

def try_complete!
  # complete! if submitted? # Automatically go from submitted->complete
  false # Nothing to do. Admin completes audits.
end

#try_review! ⇒ Object 



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# File 'app/models/concerns/effective_cpd_audit.rb', line 580

def try_review!
  return false unless was_submitted?
  return false unless completed?
  return false unless cpd_audit_reviews.present? && cpd_audit_reviews.all?(&:completed?)
  return false if was_missing_info?

  review!
end

#user_cpd_completed? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_cpd_audit.rb', line 509

def user_cpd_completed?
  return true if required_cpd_cycle.blank?
  user.cpd_statements.any? { |s| s.completed? && s.cpd_cycle_id == required_cpd_cycle.id }
end

#user_cpd_required? ⇒ Boolean

Require CPD step

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_cpd_audit.rb', line 504

def user_cpd_required?
  return false unless user.cpd_audit_cpd_required?
  required_cpd_cycle.present?
end