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

Instance Method Details

#after_build_fee(fee) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_owner.rb', line 204

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 234

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: from.tax_exempt,
    qb_item_name: from.qb_item_name
  )

  after_build_fee(fee)

  fee
end

#build_early_fee(category:, period:) ⇒ Object 



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

def build_early_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 == 'Early' && fee.period == period && fee.category_id == category.id && fee.category_type == category.class.name }
  return fee if fee&.purchased?

  # Only continue if there is an early 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.early? == false)

  # Build the early fee
  fee ||= fees.build()

  fee.assign_attributes(
    fee_type: 'Early',
    category: category,
    period: period,
    price: category.early_fee.to_i,
    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 373

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 443

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 209

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 294

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 262

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

#first_membership_history(category: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_owner.rb', line 485

def first_membership_history(category: nil)
  membership_histories.find { |history| category.blank? || history.membership_category_ids.include?(category.id) }
end

#last_membership_history(category: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_owner.rb', line 489

def last_membership_history(category: nil)
  membership_histories.reverse.find { |history| category.blank? || history.membership_category_ids.include?(category.id) }
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_category_start_on(category: :current) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_owner.rb', line 473

def membership_category_start_on(category: :current)
  category = membership&.categories&.first if category == :current
  raise('expected a category') unless category.present?

  membership_histories.find { |history| history.membership_category_ids.include?(category.id) }&.start_on || membership&.joined_on
end

#membership_fees_paid? ⇒ Boolean

Returns:

  • (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

Returns:

  • (Boolean) 


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# File 'app/models/concerns/effective_memberships_owner.rb', line 531

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 494

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 480

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 289

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

Returns:

  • (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

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

Checked by the applicant on the select step



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# File 'app/models/concerns/effective_memberships_owner.rb', line 141

def reclassification_expires_on(from: nil, to: nil)
  return unless membership.present?

  # User/owner might respond to this
  date = try(:admin_reclassification_expires_on)
  return date if date.present?

  # When we last reclassified to our current category
  history = last_membership_history(category: membership.membership_categories.first)
  reclassified_on = (history&.start_on || membership.registration_on || membership.joined_on)

  # Otherwise consider the membership categories
  expires_on = membership.categories.select { |category| category.reclassification_expires_in.present? }.map do |category|
    reclassified_on + category.reclassification_expires_in
  end.min

  expires_on
end

#registrar_action_categories(action) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_owner.rb', line 196

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 200

def registrar_action_statuses(action)
  EffectiveMemberships.Status.sorted.all.where.not(id: EffectiveMemberships.Registrar.not_in_good_standing_status)
end

#reinstatement_expires_on(from: nil) ⇒ Object 



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# File 'app/models/concerns/effective_memberships_owner.rb', line 160

def reinstatement_expires_on(from: nil)
  return unless membership_removed?

  # User/owner might respond to this
  date = try(:admin_reinstatement_expires_on)
  return date if date.present?

  # When we were removed
  removed_on = removed_membership_history.start_on

  # Consider any membership statuses that have reinstatement expires in
  expires_on = removed_membership_history.membership_statuses.select { |status| status.reinstatement_expires_in.present? }.map do |status|
    removed_on + status.reinstatement_expires_in
  end.min

  expires_on
end

#reinstatement_membership_category ⇒ Object 



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# File 'app/models/concerns/effective_memberships_owner.rb', line 188

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 184

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 192

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 179

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 425

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 402

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