Class: FinancialTxn

Inherits:
ActiveRecord::Base
  • Object
show all
Defined in:
app/models/financial_txn.rb

Overview

Table Definition ########################### create_table :financial_txns do |t| t.integer :money_id t.date :apply_date

t.timestamps

end

Class Method Summary collapse

Instance Method Summary collapse

Class Method Details

.apply_filters(filters, statement = nil) ⇒ ActiveRecord::Relation

Filter records

Parameters:

  • filters (Hash) —

    a hash of filters to be applied,

  • statement (ActiveRecord::Relation) (defaults to: nil) —

    the query being built

Returns:

  • (ActiveRecord::Relation) —

    the query being built



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# File 'app/models/financial_txn.rb', line 24

def apply_filters(filters, statement=nil)
  unless statement
    statement = FinancialTxn
  end

  statement = statement.joins(:biz_txn_event)

  biz_txn_event_tbl = BizTxnEvent.arel_table

  # filter by query which will filter on description
  if filters[:query]
    statement = statement.where('biz_txn_events.description like ?', "%#{filters[:query].strip}%")
  end

  # filter by WorkEffortType
  unless filters[:biz_txn_type_iids].blank?
    statement = statement.where(biz_txn_events: {biz_txn_type_id: BizTxnType.where(internal_identifier: filters[:biz_txn_type_iids])})
  end

  # filter by start_at
  unless filters[:start_date].blank?
    statement = statement.where(biz_txn_event_tbl[:entered_date].gteq(Time.parse(filters[:start_date])))
  end

  # filter by end_at
  unless filters[:end_date].blank?
    statement = statement.where(biz_txn_event_tbl[:entered_date].lteq(Time.parse(filters[:end_date])))
  end

  unless filters[:parties].blank?
    data = JSON.parse(filters[:parties])

    statement = statement.scope_by_party(data['party_ids'].split(','), {role_types: data['role_types']})
  end

  statement
end

.scope_by_dba_organization(dba_organization) ⇒ ActiveRecord::Relation Also known as: scope_by_dba

scope by dba organization

Parameters:

  • dba_organization (Party) —

    dba organization to scope by

Returns:

  • (ActiveRecord::Relation) 


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# File 'app/models/financial_txn.rb', line 71

def scope_by_dba_organization(dba_organization)
  dba_org_role_type = BizTxnPartyRoleType.find_or_create('dba_org', 'DBA Organization')

  joins(:biz_txn_event)
      .joins("inner join biz_txn_party_roles on biz_txn_party_roles.biz_txn_event_id = biz_txn_events.id")
      .where('biz_txn_party_roles.party_id' => dba_organization)
      .where('biz_txn_party_roles.biz_txn_party_role_type_id' => dba_org_role_type)
end

.scope_by_party(party, options = {}) ⇒ ActiveRecord::Relation

scope by party

or an array of Party ids comma separated or an Array

Parameters:

  • party (Integer | Party | Array) —

    either a id of Party record, a Party record, an array of Party records

  • options (Hash) (defaults to: {}) —

    options to apply to this scope

Options Hash (options):

  • :role_types (String | Array) —

    BizTxnPartyRoleType internal identifiers to include in the scope,

Returns:

  • (ActiveRecord::Relation) 


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# File 'app/models/financial_txn.rb', line 91

def scope_by_party(party, options={})
  statement = joins(:biz_txn_event)
                  .joins("inner join biz_txn_party_roles on biz_txn_party_roles.biz_txn_event_id = biz_txn_events.id")
                  .where("biz_txn_party_roles.party_id" => party).uniq

  if options[:role_types]
    role_types = options[:role_types]
    unless role_types.is_a? Array
      role_types = role_types.split(',')
    end

    statement = statement.joins("inner join biz_txn_party_role_types
                                 on biz_txn_party_role_types.id = biz_txn_party_roles.biz_txn_party_role_type_id")
                    .where(biz_txn_party_role_types: {internal_identifier: role_types})
  end

  statement
end

Instance Method Details

#to_data_hash ⇒ Hash

converts this record a hash data representation

Returns:

  • (Hash) 


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# File 'app/models/financial_txn.rb', line 115

def to_data_hash
  data = to_hash(only: [:id, :description, :apply_date])

  data[:amount] = self.money.nil? ? 0 : self.money.amount

  data
end