effective_memberships 0.1.2

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Files changed (152) hide show
  1. checksums.yaml +7 -0
  2. data/MIT-LICENSE +20 -0
  3. data/README.md +114 -0
  4. data/Rakefile +18 -0
  5. data/app/assets/config/effective_memberships_manifest.js +3 -0
  6. data/app/assets/javascripts/effective_memberships/applicant_courses.js +29 -0
  7. data/app/assets/javascripts/effective_memberships/applicant_experiences.js +38 -0
  8. data/app/assets/javascripts/effective_memberships/base.js +0 -0
  9. data/app/assets/javascripts/effective_memberships.js +1 -0
  10. data/app/assets/stylesheets/effective_memberships/base.scss +5 -0
  11. data/app/assets/stylesheets/effective_memberships.scss +1 -0
  12. data/app/controllers/admin/applicant_course_areas_controller.rb +15 -0
  13. data/app/controllers/admin/applicant_course_names_controller.rb +15 -0
  14. data/app/controllers/admin/applicants_controller.rb +33 -0
  15. data/app/controllers/admin/categories_controller.rb +19 -0
  16. data/app/controllers/admin/fees_controller.rb +18 -0
  17. data/app/controllers/admin/registrar_actions_controller.rb +49 -0
  18. data/app/controllers/effective/applicant_references_controller.rb +37 -0
  19. data/app/controllers/effective/applicants_controller.rb +34 -0
  20. data/app/controllers/effective/fee_payments_controller.rb +29 -0
  21. data/app/datatables/admin/effective_applicant_course_areas_datatable.rb +17 -0
  22. data/app/datatables/admin/effective_applicant_course_names_datatable.rb +17 -0
  23. data/app/datatables/admin/effective_applicants_datatable.rb +55 -0
  24. data/app/datatables/admin/effective_categories_datatable.rb +23 -0
  25. data/app/datatables/admin/effective_fees_datatable.rb +69 -0
  26. data/app/datatables/admin/effective_membership_histories_datatable.rb +35 -0
  27. data/app/datatables/effective_applicant_courses_datatable.rb +30 -0
  28. data/app/datatables/effective_applicant_educations_datatable.rb +22 -0
  29. data/app/datatables/effective_applicant_experiences_datatable.rb +42 -0
  30. data/app/datatables/effective_applicant_references_datatable.rb +34 -0
  31. data/app/datatables/effective_applicants_datatable.rb +34 -0
  32. data/app/helpers/effective_memberships_helper.rb +15 -0
  33. data/app/mailers/effective/memberships_mailer.rb +84 -0
  34. data/app/models/concerns/effective_memberships_applicant.rb +612 -0
  35. data/app/models/concerns/effective_memberships_applicant_review.rb +149 -0
  36. data/app/models/concerns/effective_memberships_category.rb +196 -0
  37. data/app/models/concerns/effective_memberships_fee_payment.rb +229 -0
  38. data/app/models/concerns/effective_memberships_owner.rb +263 -0
  39. data/app/models/concerns/effective_memberships_registrar.rb +300 -0
  40. data/app/models/effective/applicant.rb +7 -0
  41. data/app/models/effective/applicant_course.rb +40 -0
  42. data/app/models/effective/applicant_course_area.rb +31 -0
  43. data/app/models/effective/applicant_course_name.rb +29 -0
  44. data/app/models/effective/applicant_education.rb +36 -0
  45. data/app/models/effective/applicant_experience.rb +79 -0
  46. data/app/models/effective/applicant_reference.rb +81 -0
  47. data/app/models/effective/applicant_review.rb +7 -0
  48. data/app/models/effective/category.rb +7 -0
  49. data/app/models/effective/fee.rb +142 -0
  50. data/app/models/effective/fee_payment.rb +7 -0
  51. data/app/models/effective/membership.rb +119 -0
  52. data/app/models/effective/membership_category.rb +11 -0
  53. data/app/models/effective/membership_history.rb +40 -0
  54. data/app/models/effective/registrar.rb +19 -0
  55. data/app/models/effective/registrar_action.rb +97 -0
  56. data/app/views/admin/applicant_course_areas/_form.html.haml +8 -0
  57. data/app/views/admin/applicant_course_areas/_form_applicant_course_area.html.haml +8 -0
  58. data/app/views/admin/applicant_course_areas/index.html.haml +8 -0
  59. data/app/views/admin/applicant_course_name/_form.html.haml +9 -0
  60. data/app/views/admin/applicants/_form.html.haml +38 -0
  61. data/app/views/admin/applicants/_form_approve.html.haml +34 -0
  62. data/app/views/admin/applicants/_form_decline.html.haml +11 -0
  63. data/app/views/admin/applicants/_form_process.html.haml +18 -0
  64. data/app/views/admin/applicants/_status.html.haml +133 -0
  65. data/app/views/admin/categories/_form.html.haml +14 -0
  66. data/app/views/admin/categories/_form_applicant.html.haml +12 -0
  67. data/app/views/admin/categories/_form_applicant_content.html.haml +19 -0
  68. data/app/views/admin/categories/_form_applicant_eligibility.html.haml +13 -0
  69. data/app/views/admin/categories/_form_applicant_fees.html.haml +29 -0
  70. data/app/views/admin/categories/_form_applicant_steps.html.haml +42 -0
  71. data/app/views/admin/categories/_form_category.html.haml +10 -0
  72. data/app/views/admin/categories/_form_fee_payment.html.haml +9 -0
  73. data/app/views/admin/categories/_form_fee_payment_content.html.haml +19 -0
  74. data/app/views/admin/categories/_form_fee_payment_steps.html.haml +9 -0
  75. data/app/views/admin/categories/_form_renewals.html.haml +32 -0
  76. data/app/views/admin/fees/_fee.html.haml +1 -0
  77. data/app/views/admin/fees/_form.html.haml +14 -0
  78. data/app/views/admin/memberships/_status.html.haml +6 -0
  79. data/app/views/admin/registrar_actions/_form.html.haml +10 -0
  80. data/app/views/admin/registrar_actions/_form_bad_standing.html.haml +43 -0
  81. data/app/views/admin/registrar_actions/_form_fees_paid.html.haml +30 -0
  82. data/app/views/admin/registrar_actions/_form_reclassify.html.haml +43 -0
  83. data/app/views/admin/registrar_actions/_form_register.html.haml +44 -0
  84. data/app/views/admin/registrar_actions/_form_remove.html.haml +17 -0
  85. data/app/views/effective/applicant_references/_applicant_reference.html.haml +51 -0
  86. data/app/views/effective/applicant_references/_datatable_actions.html.haml +4 -0
  87. data/app/views/effective/applicant_references/_form.html.haml +18 -0
  88. data/app/views/effective/applicant_references/_form_declaration.html.haml +37 -0
  89. data/app/views/effective/applicant_references/complete.html.haml +3 -0
  90. data/app/views/effective/applicant_references/edit.html.haml +8 -0
  91. data/app/views/effective/applicants/_applicant.html.haml +6 -0
  92. data/app/views/effective/applicants/_content.html.haml +10 -0
  93. data/app/views/effective/applicants/_course_amounts.html.haml +19 -0
  94. data/app/views/effective/applicants/_dashboard.html.haml +19 -0
  95. data/app/views/effective/applicants/_declarations.html.haml +16 -0
  96. data/app/views/effective/applicants/_demographics.html.haml +9 -0
  97. data/app/views/effective/applicants/_demographics_fields.html.haml +11 -0
  98. data/app/views/effective/applicants/_demographics_owner.html.haml +20 -0
  99. data/app/views/effective/applicants/_education.html.haml +14 -0
  100. data/app/views/effective/applicants/_experience.html.haml +28 -0
  101. data/app/views/effective/applicants/_files.html.haml +27 -0
  102. data/app/views/effective/applicants/_layout.html.haml +3 -0
  103. data/app/views/effective/applicants/_orders.html.haml +4 -0
  104. data/app/views/effective/applicants/_references.html.haml +15 -0
  105. data/app/views/effective/applicants/_summary.html.haml +40 -0
  106. data/app/views/effective/applicants/billing.html.haml +14 -0
  107. data/app/views/effective/applicants/checkout.html.haml +6 -0
  108. data/app/views/effective/applicants/course_amounts.html.haml +50 -0
  109. data/app/views/effective/applicants/declarations.html.haml +19 -0
  110. data/app/views/effective/applicants/demographics.html.haml +11 -0
  111. data/app/views/effective/applicants/education.html.haml +27 -0
  112. data/app/views/effective/applicants/experience.html.haml +51 -0
  113. data/app/views/effective/applicants/files.html.haml +14 -0
  114. data/app/views/effective/applicants/references.html.haml +24 -0
  115. data/app/views/effective/applicants/select.html.haml +27 -0
  116. data/app/views/effective/applicants/start.html.haml +18 -0
  117. data/app/views/effective/applicants/submitted.html.haml +44 -0
  118. data/app/views/effective/applicants/summary.html.haml +8 -0
  119. data/app/views/effective/fee_payments/_content.html.haml +8 -0
  120. data/app/views/effective/fee_payments/_declarations.html.haml +16 -0
  121. data/app/views/effective/fee_payments/_demographics.html.haml +9 -0
  122. data/app/views/effective/fee_payments/_demographics_fields.html.haml +11 -0
  123. data/app/views/effective/fee_payments/_demographics_owner.html.haml +20 -0
  124. data/app/views/effective/fee_payments/_fee_payment.html.haml +6 -0
  125. data/app/views/effective/fee_payments/_layout.html.haml +3 -0
  126. data/app/views/effective/fee_payments/_orders.html.haml +4 -0
  127. data/app/views/effective/fee_payments/billing.html.haml +14 -0
  128. data/app/views/effective/fee_payments/checkout.html.haml +6 -0
  129. data/app/views/effective/fee_payments/declarations.html.haml +20 -0
  130. data/app/views/effective/fee_payments/demographics.html.haml +12 -0
  131. data/app/views/effective/fee_payments/start.html.haml +20 -0
  132. data/app/views/effective/fee_payments/submitted.html.haml +14 -0
  133. data/app/views/effective/fee_payments/summary.html.haml +8 -0
  134. data/app/views/effective/fees/_dashboard.html.haml +22 -0
  135. data/app/views/effective/fees/_fee.html.haml +37 -0
  136. data/app/views/effective/memberships/_dashboard.html.haml +29 -0
  137. data/app/views/effective/memberships/_membership.html.haml +40 -0
  138. data/app/views/effective/memberships_mailer/applicant_approved.liquid +15 -0
  139. data/app/views/effective/memberships_mailer/applicant_declined.liquid +13 -0
  140. data/app/views/effective/memberships_mailer/applicant_reference_notification.liquid +15 -0
  141. data/app/views/layouts/effective_memberships_mailer_layout.html.haml +7 -0
  142. data/config/effective_memberships.rb +47 -0
  143. data/config/routes.rb +32 -0
  144. data/db/migrate/01_create_effective_memberships.rb.erb +380 -0
  145. data/db/seeds.rb +59 -0
  146. data/lib/effective_memberships/engine.rb +23 -0
  147. data/lib/effective_memberships/version.rb +3 -0
  148. data/lib/effective_memberships.rb +86 -0
  149. data/lib/generators/effective_memberships/install_generator.rb +40 -0
  150. data/lib/generators/templates/effective_memberships_mailer_preview.rb +4 -0
  151. data/lib/tasks/effective_memberships_tasks.rake +17 -0
  152. metadata +377 -0
@@ -0,0 +1,69 @@
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+ module Admin
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+ class EffectiveFeesDatatable < Effective::Datatable
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+ filters do
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+ scope :all
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+ scope :purchased
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+ scope :not_purchased
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+ end
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+
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+ datatable do
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+ order :id, :desc
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+
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+ col :updated_at, visible: false
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+ col :created_at, visible: false
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+ col :id, visible: false
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+
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+ unless attributes[:owner_id] || attributes[:applicant_id] || attributes[:fee_payment_id]
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+ col :owner
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+ end
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+
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+ unless attributes[:applicant_id] || attributes[:fee_payment_id]
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+ col :parent, search: :string, visible: false
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+ end
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+
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+ col :fee_type, search: EffectiveMemberships.fee_types
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+ col :price, as: :price
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+ col :purchased?, as: :boolean
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+ col :purchased_order, visible: false
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+
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+ col :category, search: { collection: EffectiveMemberships.Category.all, polymorphic: false }
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+
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+ aggregate :total
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+
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+ if attributes[:applicant_id]
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+ actions_col(new: false)
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+ else
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+ actions_col
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+ end
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+ end
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+
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+ collection do
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+ scope = Effective::Fee.deep.all
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+
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+ raise('expected an owner_id, not user_id') if attributes[:user_id].present?
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+
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+ if attributes[:owner_id]
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+ scope = scope.where(owner_id: attributes[:owner_id])
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+ end
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+
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+ if attributes[:applicant_id]
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+ scope = scope.where(parent: applicant)
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+ end
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+
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+ if attributes[:fee_payment_id]
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+ scope = scope.where(parent: fee_payment)
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+ end
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+
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+ scope
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+ end
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+
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+ def applicant
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+ @applicant ||= EffectiveMemberships.Applicant.find(attributes[:applicant_id])
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+ end
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+
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+ def fee_payment
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+ @fee_payment ||= EffectiveMemberships.FeePayment.find(attributes[:fee_payment_id])
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+ end
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+
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+ end
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+ end
@@ -0,0 +1,35 @@
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+ module Admin
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+ class EffectiveMembershipHistoriesDatatable < Effective::Datatable
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+ datatable do
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+ order :id, :desc
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+
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+ col :updated_at, visible: false
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+ col :created_at, visible: false
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+ col :id, visible: false
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+
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+ col :start_on
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+ col :end_on
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+
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+ col :owner
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+
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+ col :number
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+
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+ col :categories, label: 'Category'
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+ col :category_ids, visible: false
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+
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+ col :bad_standing
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+ col :removed
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+
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+ actions_col
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+ end
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+
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+ collection do
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+ raise('expected an owner_id, not user_id') if attributes[:user_id].present?
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+
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+ scope = Effective::MembershipHistory.deep.all
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+ scope = scope.where(owner_id: attributes[:owner_id]) if attributes[:owner_id]
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+ scope
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+ end
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+
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+ end
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+ end
@@ -0,0 +1,30 @@
1
+ class EffectiveApplicantCoursesDatatable < Effective::Datatable
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+ datatable do
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+ length :all
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+
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+ col :applicant_course_area
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+
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+ if applicant.has_completed_step?(:course_amounts)
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+ col :applicant_course_name, label: 'Course'
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+ col :amount
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+ end
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+
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+ if applicant.has_completed_step?(:courses)
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+ col :title, visible: false, label: 'Course'
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+ col :code, visible: false
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+ col :description, visible: false
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+ end
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+
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+ end
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+
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+ collection do
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+ Effective::ApplicantCourse.deep.where(applicant: applicant)
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+ .joins(:applicant_course_area)
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+ .joins(:applicant_course_name)
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+ .order('applicant_course_areas.position, applicant_course_names.position, applicant_courses.title')
25
+ end
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+
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+ def applicant
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+ @applicant ||= EffectiveMemberships.Applicant.where(id: attributes[:applicant_id]).first!
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+ end
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+ end
@@ -0,0 +1,22 @@
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+ class EffectiveApplicantEducationsDatatable < Effective::Datatable
2
+ datatable do
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+ length :all
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+ order :start_on
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+
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+ col :start_on
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+ col :end_on
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+
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+ col :institution
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+ col :location
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+
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+ col :degree_obtained
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+ end
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+
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+ collection do
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+ Effective::ApplicantEducation.deep.where(applicant: applicant)
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+ end
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+
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+ def applicant
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+ @applicant ||= EffectiveMemberships.Applicant.where(id: attributes[:applicant_id]).first!
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+ end
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+ end
@@ -0,0 +1,42 @@
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+ class EffectiveApplicantExperiencesDatatable < Effective::Datatable
2
+ datatable do
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+ length :all
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+ order :start_on
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+
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+ col :start_on
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+
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+ col :end_on do |applicant_experience|
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+ if applicant_experience.still_work_here?
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+ 'Still there'
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+ else
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+ applicant_experience.end_on&.strftime('%F')
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+ end
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+ end
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+
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+ col :position
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+ col :employer
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+
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+ col :still_work_here, visible: false
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+
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+ col :level, label: 'Employment' do |applicant_experience|
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+ if applicant_experience.part_time?
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+ applicant_experience.level + ' ' + applicant_experience.percent_worked_to_s
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+ else
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+ applicant_experience.level
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+ end
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+ end
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+
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+ col :percent_worked, as: :percent, visible: false
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+
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+ col :months
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+ col :tasks_performed
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+ end
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+
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+ collection do
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+ Effective::ApplicantExperience.deep.where(applicant: applicant)
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+ end
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+
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+ def applicant
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+ @applicant ||= EffectiveMemberships.Applicant.where(id: attributes[:applicant_id]).first!
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+ end
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+ end
@@ -0,0 +1,34 @@
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+ # For the applicant complete step to add additional applicants
2
+ class EffectiveApplicantReferencesDatatable < Effective::Datatable
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+
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+ datatable do
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+ order :name
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+
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+ col :name
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+ col :email
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+ col :phone
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+
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+ col :status do |reference|
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+ if reference.submitted?
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+ 'Waiting on response'
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+ elsif reference.completed?
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+ 'Completed'
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+ end
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+ end
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+
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+ col :last_notified_at do |reference|
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+ reference.last_notified_at&.strftime('%F') unless reference.completed?
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+ end
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+
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+ actions_col partial: 'effective/applicant_references/datatable_actions', partial_as: :applicant_reference
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+ end
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+
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+ collection do
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+ Effective::ApplicantReference.deep.where(applicant: applicant)
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+ end
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+
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+ def applicant
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+ @applicant ||= EffectiveMemberships.Applicant.where(id: attributes[:applicant_id]).first!
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+ end
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+
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+ end
@@ -0,0 +1,34 @@
1
+ # Dashboard Applicants
2
+ class EffectiveApplicantsDatatable < Effective::Datatable
3
+ datatable do
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+ order :created_at
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+
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+ col :id, visible: false
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+
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+ col :category, label: 'Category'
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+ col :status
10
+
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+ col :created_at, label: 'Created', as: :date
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+ col :updated_at, label: 'Updated', as: :date, visible: false
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+ col :submitted_at, label: 'Submitted', as: :date
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+ col :completed_at, label: 'Completed', as: :date
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+ col :reviewed_at, label: 'Reviewed', as: :date
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+ col :approved_at, label: 'Approved', visible: false, as: :date
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+
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+ col :orders
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+
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+ actions_col(show: false) do |applicant|
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+ if applicant.draft?
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+ dropdown_link_to('Continue', effective_memberships.applicant_build_path(applicant, applicant.next_step), 'data-turbolinks' => false)
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+ dropdown_link_to('Delete', effective_memberships.applicant_path(applicant), 'data-confirm': "Really delete #{applicant}?", 'data-method': :delete)
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+ else
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+ dropdown_link_to('Show', effective_memberships.applicant_path(applicant))
26
+ end
27
+ end
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+ end
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+
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+ collection do
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+ EffectiveMemberships.Applicant.deep.where(owner: current_user.effective_memberships_owner)
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+ end
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+
34
+ end
@@ -0,0 +1,15 @@
1
+ module EffectiveMembershipsHelper
2
+
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+ def edit_effective_applicants_wizard?
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+ params[:controller] == 'effective/applicants' && defined?(resource) && resource.draft?
5
+ end
6
+
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+ def edit_effective_applicant_reviews_wizard?
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+ params[:controller] == 'effective/applicant_reviews' && defined?(resource) && resource.draft?
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+ end
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+
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+ def edit_effective_fee_payments_wizard?
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+ params[:controller] == 'effective/fee_payments' && defined?(resource) && resource.draft?
13
+ end
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+
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+ end
@@ -0,0 +1,84 @@
1
+ module Effective
2
+ class MembershipsMailer < EffectiveMemberships.parent_mailer_class
3
+ include EffectiveEmailTemplatesMailer
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+
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+ default from: -> { EffectiveMemberships.mailer_sender }
6
+ layout -> { EffectiveMemberships.mailer_layout || 'effective_memberships_mailer_layout' }
7
+
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+ def applicant_approved(resource, opts = {})
9
+ @assigns = assigns_for(resource)
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+ mail(to: EffectiveMemberships.mailer_admin, **headers_for(resource, opts))
11
+ end
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+
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+ def applicant_declined(resource, opts = {})
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+ @assigns = assigns_for(resource)
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+ mail(to: EffectiveMemberships.mailer_admin, **headers_for(resource, opts))
16
+ end
17
+
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+ def applicant_reference_notification(resource, opts = {})
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+ @assigns = assigns_for(resource)
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+ mail(to: resource.email, **headers_for(resource, opts))
21
+ end
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+
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+ protected
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+
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+ def headers_for(resource, opts = {})
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+ resource.respond_to?(:log_changes_datatable) ? opts.merge(log: resource) : opts
27
+ end
28
+
29
+ def assigns_for(resource)
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+ if resource.class.respond_to?(:effective_memberships_applicant?)
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+ return applicant_assigns(resource).merge(user_assigns(resource.owner))
32
+ end
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+
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+ if resource.kind_of?(Effective::ApplicantReference)
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+ return reference_assigns(resource).merge(user_assigns(resource.applicant.owner))
36
+ end
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+
38
+ raise('unexpected resource')
39
+ end
40
+
41
+ def applicant_assigns(applicant)
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+ raise('expected an applicant') unless applicant.class.respond_to?(:effective_memberships_applicant?)
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+
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+ values = {
45
+ date: (applicant.submitted_at || Time.zone.now).strftime('%F'),
46
+
47
+ to_category: applicant.category.to_s,
48
+ from_category: applicant.from_category.to_s,
49
+
50
+ url: effective_memberships.applicant_url(applicant),
51
+ admin_url: effective_memberships.edit_admin_applicant_url(applicant),
52
+ }
53
+
54
+ if applicant.declined_reason.present?
55
+ values.merge!(declined_reason: applicant.declined_reason)
56
+ end
57
+
58
+ { applicant: values }
59
+ end
60
+
61
+ def reference_assigns(applicant_reference)
62
+ raise('expected a reference') unless applicant_reference.kind_of?(Effective::ApplicantReference)
63
+
64
+ values = {
65
+ name: applicant_reference.name,
66
+ url: effective_memberships.applicant_reference_url(applicant_reference)
67
+ }
68
+
69
+ { reference: values }
70
+ end
71
+
72
+ def user_assigns(owner)
73
+ raise('expected a owner') unless owner.class.respond_to?(:effective_memberships_owner?)
74
+
75
+ values = {
76
+ name: owner.to_s,
77
+ email: owner.email
78
+ }
79
+
80
+ { user: values }
81
+ end
82
+
83
+ end
84
+ end