effective_memberships 0.1.2

data/app/views/admin/applicants/_form_approve.html.haml

@@ -0,0 +1,34 @@
+= effective_form_with(model: [:admin, applicant], engine: true) do |f|
+  %p The #{applicant} will be <strong>approved</strong> to the following membership category.
+
+  %h3 Category
+  = f.static_field :category, label: 'Applied for'
+
+  - categories = EffectiveMemberships.Category.all
+  = f.select :category_id, categories, label: 'Approve to'
+
+  %h3 Number
+  %p
+    - if applicant.owner.membership&.number_was.present?
+      The member will keep their existing membership number: #{applicant.owner.membership.number}.
+    - else
+      - number = EffectiveMemberships.Registrar.next_membership_number(applicant.owner, to: applicant.category)
+      = f.text_field :approved_membership_number, hint: "leave blank to assign the next number: #{number}."
+
+  %h3 Fees
+  %p The following fee(s) will be created:
+  - month = Time.zone.now.strftime('%B')
+
+  %ul
+    - if applicant.apply_to_join?
+      %li A #{month} prorated fee
+
+    - if applicant.reclassification?
+      %li A #{month} prorated fee to the new category
+      %li A #{month} discount fee from their old category
+
+  %h3 Email to send
+  %p The following email will be sent:
+  = email_form_fields(f, :applicant_approved)
+
+  = f.submit 'Approve Applicant', border: false, center: true, 'data-confirm': "Approve #{f.object.owner}?"

data/app/views/admin/applicants/_form_decline.html.haml

@@ -0,0 +1,11 @@
+= effective_form_with(model: [:admin, applicant], engine: true) do |f|
+  %p This applicant will be <strong>declined</strong> with the following reason:
+
+  = f.text_field :declined_reason, required: true, label: 'Reason for decline'
+
+  %h3 Email to send
+
+  %p The following email will be sent:
+  = email_form_fields(f, :applicant_declined)
+
+  = f.submit 'Decline Applicant', border: false, center: true, 'data-confirm': "Decline #{f.object.owner}?"

data/app/views/admin/applicants/_form_process.html.haml

@@ -0,0 +1,18 @@
+%p
+  %span.badge.badge-secondary= applicant.status
+  = applicant.summary
+
+= tabs(list: { class: 'nav nav-pills'}) do
+  - if EffectiveResources.authorized?(self, :approve, applicant)
+    = tab 'Approve this Applicant' do
+      .card.mt-4
+        .card-body
+          %h5.card-title Approve
+          = render('admin/applicants/form_approve', applicant: applicant)
+
+  - if EffectiveResources.authorized?(self, :decline, applicant)
+    = tab 'Decline this Applicant' do
+      .card.mt-4
+        .card-body
+          %h5.card-title Decline
+          = render('admin/applicants/form_decline', applicant: applicant)

data/app/views/admin/applicants/_status.html.haml

@@ -0,0 +1,133 @@
+%p
+  %span.badge.badge-secondary= applicant.status_was
+  = applicant.summary
+
+%table.table.table-striped
+  %thead
+    %tr
+      %th Status
+      %th Date Reached
+      %th Details
+      %th
+        - # Next action button
+  %tbody
+    %tr
+      %td In Progress
+      %td= applicant.created_at.strftime('%F')
+      %td
+        - if applicant.was_submitted?
+          = icon('check', class: 'small-1')
+          Done
+        - else
+          = '-'
+      %td
+    %tr
+      %td Application Submitted
+      %td= applicant.submitted_at&.strftime('%F') || '-'
+      %td
+        - if applicant.submit_order.present?
+          = link_to(applicant.submit_order, effective_orders.admin_order_path(applicant.submit_order))
+        - else
+          = '-'
+      %td
+    %tr
+      %td Waiting to Complete
+      %td= applicant.submitted_at&.strftime('%F') || '-'
+      %td
+        - applicant.completed_requirements.each do |requirement, completed|
+          - next if requirement.to_s == 'Applicant References'
+
+          %p
+            = icon((completed ? 'check' : 'x'), class: 'small-1')
+            = requirement
+
+        - if applicant.applicant_references_required?
+          %p
+            - if applicant.completed_requirements['Applicant References']
+              = icon('check', class: 'small-1')
+
+            = applicant.applicant_references.count(&:completed?)
+            = '/'
+            = applicant.min_applicant_references
+            Required References Responded
+        - else
+          - if applicant.applicant_references.count(&:submitted?) > 0
+            %p
+              = applicant.applicant_references.count(&:submitted?)
+              = '/'
+              = applicant.applicant_references.count
+              References Responded
+
+          %p
+            = icon('check', class: 'small-1')
+            References Not Required
+
+      %td
+        -# - if !applicant.was_approved? && applicant.transcripts_required? && !applicant.transcripts_approved?
+        -#   = link_to 'Process Transcripts', '#transcripts', 'data-click-tab': true, class: 'btn btn-sm btn-primary'
+
+        -# - if !applicant.was_approved? && applicant.nwpta_form_required? && !applicant.nwpta_form_received?
+        -#   = link_to 'Receive NWPTA Form', '#nwpta-verification-form', 'data-click-tab': true, class: 'btn btn-sm btn-primary'
+
+    %tr
+      %td Application Complete
+      %td= applicant.completed_at&.strftime('%F') || '-'
+      %td
+      %td
+
+    %tr
+      %td Reviews
+      %td= applicant.reviewed_at&.strftime('%F') || '-'
+      %td
+        - applicant.reviewed_requirements.each do |requirement, completed|
+          - next if requirement.to_s == 'Applicant Reviews'
+
+          %p
+            = icon((completed ? 'check' : 'x'), class: 'small-1')
+            = requirement
+
+        - if applicant.applicant_reviews_required?
+          %p
+            - if applicant.reviewed_requirements['Applicant Reviews']
+              = icon('check', class: 'small-1')
+
+            = applicant.applicant_reviews.count(&:completed?)
+            = '/'
+            = applicant.min_applicant_reviews
+            Reviews Completed
+        - else
+          %p
+            = icon('check', class: 'small-1')
+            Reviews Not Required
+
+      %td
+        - if applicant.was_reviewed? && !applicant.was_approved?
+          = link_to 'Process Applicant', '#process', 'data-click-tab': true, class: 'btn btn-sm btn-primary'
+
+    - if applicant.declined_at.present?
+      %tr
+        %td Processed
+        %td= applicant.declined_at.strftime('%F')
+        %td
+          = icon('check', class: 'small-1')
+          Declined
+          %br
+          = applicant.declined_reason
+        %td
+
+    - if applicant.was_approved?
+      %tr
+        %td Processed
+        %td= applicant.approved_at&.strftime('%F')
+        %td
+          - if applicant.was_approved?
+            = icon('check', class: 'small-1')
+            Approved
+          - elsif applicant.declined?
+            = icon('check', class: 'small-1')
+            Declined
+            %br
+            = applicant.declined_reason
+          - else
+            = '-'
+        %td

data/app/views/admin/categories/_form.html.haml

@@ -0,0 +1,14 @@
+= tabs do
+  = tab 'Category' do
+    = render 'admin/categories/form_category', category: category
+
+  - if category.persisted?
+    = tab 'Applicants' do
+      = render 'admin/categories/form_applicant', category: category
+
+    = tab 'Fee Payments' do
+      = render 'admin/categories/form_fee_payment', category: category
+
+    - if category.respond_to?(:log_changes_datatable)
+      = tab 'Logs' do
+        = render_inline_datatable(category.log_changes_datatable)

data/app/views/admin/categories/_form_applicant.html.haml

@@ -0,0 +1,12 @@
+= tabs do
+  = tab 'Eligibility' do
+    = render 'admin/categories/form_applicant_eligibility', category: category
+
+  = tab 'Fees' do
+    = render 'admin/categories/form_applicant_fees', category: category
+
+  = tab 'Applicant Steps' do
+    = render 'admin/categories/form_applicant_steps', category: category
+
+  = tab 'Applicant Content' do
+    = render 'admin/categories/form_applicant_content', category: category

data/app/views/admin/categories/_form_applicant_content.html.haml

@@ -0,0 +1,19 @@
+%p Each of the following content areas will be displayed on the applicant wizard.
+
+= effective_form_with(model: [:admin, category], engine: true) do |f|
+  = card("All Steps") do
+    = f.rich_text_area "rich_text_applicant_all_steps_content", label: false,
+      hint: "displayed on all steps"
+
+  %hr
+
+  - enabled = f.object.applicant_wizard_steps
+
+  - EffectiveMemberships.Applicant::WIZARD_STEPS.each do |step, title|
+    - next unless enabled.include?(step)
+
+    = card("#{title}") do
+      = f.rich_text_area "rich_text_applicant_#{step}_content", label: false,
+        hint: "displayed on the applicant #{step} wizard step only"
+
+  = f.submit

data/app/views/admin/categories/_form_applicant_eligibility.html.haml

@@ -0,0 +1,13 @@
+= effective_form_with(model: [:admin, category], engine: true) do |f|
+  %h3 Eligibility
+  %p Please configure who may apply for this membership category.
+
+  = f.check_box :can_apply_new, label: 'Yes, new users may apply to join'
+  = f.check_box :can_apply_existing, label: 'Yes, existing members of any category may apply to join'
+  = f.check_box :can_apply_restricted, label: 'Only existing members of the following categories may apply to join'
+
+  = f.show_if(:can_apply_restricted, true) do
+    - categories = f.object.class.where.not(id: f.object)
+    = f.select :can_apply_restricted_ids, categories, label: 'Existing member categories'
+
+  = f.submit

data/app/views/admin/categories/_form_applicant_fees.html.haml

@@ -0,0 +1,29 @@
+= effective_form_with(model: [:admin, category], engine: true) do |f|
+  %h3 Fees
+
+  %p Charged to submit an application to join this membership category:
+
+  .row
+    .col-lg-3= f.price_field :applicant_fee
+
+  %p Charged to join, based on the month of approval:
+
+  .row
+    .col-lg-3
+      = f.price_field :prorated_jan, label: "January"
+      = f.price_field :prorated_feb, label: "February"
+      = f.price_field :prorated_mar, label: "March"
+    .col-lg-3
+      = f.price_field :prorated_apr, label: "April"
+      = f.price_field :prorated_may, label: "May"
+      = f.price_field :prorated_jun, label: "June"
+    .col-lg-3
+      = f.price_field :prorated_jul, label: "July"
+      = f.price_field :prorated_aug, label: "August"
+      = f.price_field :prorated_sep, label: "September"
+    .col-lg-3
+      = f.price_field :prorated_oct, label: "October"
+      = f.price_field :prorated_nov, label: "November"
+      = f.price_field :prorated_dec, label: "December"
+
+  = f.submit

data/app/views/admin/categories/_form_applicant_steps.html.haml

@@ -0,0 +1,42 @@
+= effective_form_with(model: [:admin, category], engine: true) do |f|
+  %h3 Wizard Steps
+
+  %p The following steps will be required when applying for this membership category.
+
+  - f.object.applicant_wizard_steps += EffectiveMemberships.Applicant.required_wizard_steps
+  = f.checks :applicant_wizard_steps, f.object.applicant_wizard_steps_collection()
+
+  %h3 Requirements
+
+  %p The following numbers set the minimum number of required items an applicant must provide to complete the step. Leave blank for none.
+
+  - applicant = EffectiveMemberships.Applicant.new
+
+  %table.table
+    %tbody
+      %tr
+        %td= applicant.wizard_step_title(:education)
+        %td= f.number_field :min_applicant_educations, label: false
+        %td minimum number of degrees
+
+      %tr
+        %td= applicant.wizard_step_title(:course_amounts)
+        %td= f.number_field :min_applicant_courses, label: false
+        %td minimum number of courses
+
+      %tr
+        %td= applicant.wizard_step_title(:experience)
+        %td= f.number_field :min_applicant_experiences_months, label: false
+        %td minimimum months of work experience
+
+      %tr
+        %td= applicant.wizard_step_title(:references)
+        %td= f.number_field :min_applicant_references, label: false
+        %td minimimum number of references
+
+      %tr
+        %td= applicant.wizard_step_title(:files)
+        %td= f.number_field :min_applicant_files, label: false
+        %td minimimum number of attached files
+
+  = f.submit

data/app/views/admin/categories/_form_category.html.haml

@@ -0,0 +1,10 @@
+= effective_form_with(model: [:admin, category], engine: true) do |f|
+  = f.text_field :title
+
+  - if f.object.class.categories.present?
+    = f.select :category, f.object.class.categories
+
+  = f.rich_text_area :rich_text_body, label: 'Body',
+    hint: 'A quick description of this category. It is displayed on the Application Select Category step.'
+
+  = f.submit

data/app/views/admin/categories/_form_fee_payment.html.haml

@@ -0,0 +1,9 @@
+= tabs do
+  = tab 'Renewals' do
+    = render 'admin/categories/form_renewals', category: category
+
+  = tab 'Fee Payment Steps' do
+    = render 'admin/categories/form_fee_payment_steps', category: category
+
+  = tab 'Fee Payment Content' do
+    = render 'admin/categories/form_fee_payment_content', category: category

data/app/views/admin/categories/_form_fee_payment_content.html.haml

@@ -0,0 +1,19 @@
+%p Each of the following content areas will be displayed on the fee payment wizard.
+
+= effective_form_with(model: [:admin, category], engine: true) do |f|
+  = card("All Steps") do
+    = f.rich_text_area "rich_text_fee_payment_all_steps_content", label: false,
+      hint: "displayed on all steps"
+
+  %hr
+
+  - enabled = f.object.fee_payment_wizard_steps
+
+  - EffectiveMemberships.FeePayment::WIZARD_STEPS.each do |step, title|
+    - next unless enabled.include?(step)
+
+    = card("#{title}") do
+      = f.rich_text_area "rich_text_fee_payment_#{step}_content", label: false,
+        hint: "displayed on the fee payment #{step} wizard step only"
+
+  = f.submit

data/app/views/admin/categories/_form_fee_payment_steps.html.haml

@@ -0,0 +1,9 @@
+= effective_form_with(model: [:admin, category], engine: true) do |f|
+  %h3 Wizard Steps
+
+  %p The following steps will be required when purchasing fees for this membership category.
+
+  - f.object.fee_payment_wizard_steps += EffectiveMemberships.FeePayment.required_wizard_steps
+  = f.checks :fee_payment_wizard_steps, f.object.fee_payment_wizard_steps_collection()
+
+  = f.submit

data/app/views/admin/categories/_form_renewals.html.haml

@@ -0,0 +1,32 @@
+= effective_form_with(model: [:admin, category], engine: true) do |f|
+  %h2 Renewals
+
+  %h3 Renewal Fees
+  = f.check_box :create_renewal_fees, label: 'Yes, renewal fees should be created'
+
+  = f.show_if(:create_renewal_fees, true) do
+    - date = EffectiveMemberships.Registrar.renewal_fee_date(date: Time.zone.now)
+
+    %p Charged to members, every #{date.strftime('%B %d')}, to renew their dues.
+    = f.price_field :renewal_fee
+
+  %h3 Late Fees
+  = f.check_box :create_late_fees, label: 'Yes, late fees should be created'
+
+  = f.show_if(:create_late_fees, true) do
+    - period = EffectiveMemberships.Registrar.current_period
+    - date = EffectiveMemberships.Registrar.late_fee_date(period: period)
+
+    %p Charged to members, on #{date.strftime('%B %d')}, with outstanding renewal fees
+    = f.price_field :late_fee
+
+  %h3 Bad Standing
+  = f.check_box :create_bad_standing, label: 'Yes, bad standing status should be applied'
+
+  = f.show_if(:create_bad_standing, true) do
+    - period = EffectiveMemberships.Registrar.current_period
+    - date = EffectiveMemberships.Registrar.bad_standing_date(period: period)
+
+    %p Members with outstanding fees, on #{date.strftime('%B %d')}, will automatically be marked in bad standing.
+
+  = effective_submit(f)

data/app/views/admin/fees/_fee.html.haml

@@ -0,0 +1 @@
+= render('effective/fees/fee', fee: fee, namespace: :admin)

data/app/views/admin/fees/_form.html.haml

@@ -0,0 +1,14 @@
+= effective_form_with(model: [:admin, fee], engine: true) do |f|
+  - if inline_datatable?
+    = f.hidden_field :owner_id
+    = f.hidden_field :owner_type
+  - else
+    - raise('todo')
+    - collection = EffectiveMembershipsOwner.descendants.map { |d| [d.name.to_s, d.members.sorted] }.to_h
+    = f.select :owner_id, collection, polymorphic: true
+
+  = f.select :fee_type , EffectiveMemberships.custom_fee_types
+  = f.price_field :price
+
+  - if fee.new_record?
+    = effective_submit(f)

data/app/views/admin/memberships/_status.html.haml

@@ -0,0 +1,6 @@
+- if owner.membership.present?
+  = render 'effective/memberships/membership', membership: owner.membership
+- elsif owner.membership_removed?
+  %p Removed on #{owner.membership_removed_on.strftime('%F')}
+- else
+  %p Not a member

data/app/views/admin/registrar_actions/_form.html.haml

@@ -0,0 +1,10 @@
+- registrar_action = Effective::RegistrarAction.new(current_user: current_user, owner: owner)
+
+- if owner.membership.blank?
+  .mb-4= render 'admin/registrar_actions/form_register', registrar_action: registrar_action
+
+- if owner.membership.present?
+  .mb-4= render 'admin/registrar_actions/form_reclassify', registrar_action: registrar_action
+  .mb-4= render 'admin/registrar_actions/form_bad_standing', registrar_action: registrar_action
+  .mb-4= render 'admin/registrar_actions/form_fees_paid', registrar_action: registrar_action
+  .mb-4= render 'admin/registrar_actions/form_remove', registrar_action: registrar_action

data/app/views/admin/registrar_actions/_form_bad_standing.html.haml

@@ -0,0 +1,43 @@
+.card
+  .card-body
+    %h5.card-title Not In Good Standing
+
+    = effective_form_with(model: [:admin, registrar_action], url: effective_memberships.admin_registrar_actions_path) do |f|
+      = f.hidden_field :owner_id
+      = f.hidden_field :owner_type
+
+      - membership = f.object.owner.membership
+
+      - period = EffectiveMemberships.Registrar.current_period
+      - date = EffectiveMemberships.Registrar.bad_standing_date(period: period)
+
+      %p.text-muted
+        Members with outstanding renewal fees are automatically marked
+        not in good standing on #{date.strftime('%B %d')}.
+        The status is cleared when they pay their fees.
+        You can also mark a member as always not in good standing.
+
+      = f.static_field :current_action, label: 'Current Status' do
+
+        - if membership.bad_standing_admin?
+          In Bad Standing (set by an Admin) with the following reason: #{membership.bad_standing_reason}.
+        - elsif membership.bad_standing?
+          In Bad Standing with the following reason: #{membership.bad_standing_reason}.
+        - else
+          In Good Standing
+
+      - if membership.good_standing?
+        = f.check_box :current_action, label: 'Yes, set this member in bad standing'
+
+        = f.show_if :current_action, true do
+          = f.text_area :bad_standing_reason, required: true
+
+          = f.submit 'Set In Bad Standing', border: false, center: true,
+            'data-confirm': "Really set #{f.object.owner} in bad standing?"
+
+      - if membership.bad_standing_admin?
+        = f.check_box :current_action, label: 'Yes, remove in bad standing status'
+
+        = f.show_if :current_action, true do
+          = f.submit 'Remove In Bad Standing', border: false, center: true,
+            'data-confirm': "Really remove #{f.object.owner} bad standing?"

data/app/views/admin/registrar_actions/_form_fees_paid.html.haml

@@ -0,0 +1,30 @@
+.card
+  .card-body
+    %h5.card-title Mark Fees Paid
+
+    = effective_form_with(model: [:admin, registrar_action], url: effective_memberships.admin_registrar_actions_path) do |f|
+      = f.hidden_field :owner_id
+      = f.hidden_field :owner_type
+
+      %p.text-muted
+        This action will create and purchase an order containing all outstanding fee payment fees.
+        The member's fees paid through year will be updated to the current period.
+        No order receipts or other emails will be sent.
+
+      - fees = f.object.owner.outstanding_fee_payment_fees
+
+      .row
+        .col
+          = f.static_field :current_action, label: 'Current Fees' do
+            = pluralize(fees.length, 'outstanding fee')
+
+        .col
+          = f.static_field :current_action, label: 'Current Fees Paid Through' do
+            = f.object.owner.membership&.fees_paid_through_period&.strftime('%F') || 'None'
+
+      = f.check_box :current_action, label: 'Yes, mark this members fees paid in full'
+
+      = f.show_if :current_action, true do
+
+        = f.submit 'Mark Fees Paid', border: false, center: true,
+          'data-confirm': "Really mark #{f.object.owner} fees paid?"

data/app/views/admin/registrar_actions/_form_reclassify.html.haml

@@ -0,0 +1,43 @@
+.card
+  .card-body
+    %h5.card-title Reclassification
+
+    = effective_form_with(model: [:admin, registrar_action], url: effective_memberships.admin_registrar_actions_path) do |f|
+      = f.hidden_field :owner_id
+      = f.hidden_field :owner_type
+
+      - membership = f.object.owner.membership
+
+      - period = EffectiveMemberships.Registrar.current_period
+      - date = EffectiveMemberships.Registrar.bad_standing_date(period: period)
+
+      %p.text-muted
+        Change a member's existing category and optionally create fees.
+
+      = f.static_field :current_action, label: 'Current Category' do
+        = membership.category.to_s
+
+      = f.check_box :current_action, label: 'Yes, reclassify this member to another category'
+
+      = f.show_if :current_action, true do
+        %p The member will keep their existing membership number: #{membership.number}.
+
+        - categories = EffectiveMemberships.Category.all.where.not(id: membership.category_id)
+        = f.select :category_id, categories, label: 'Reclassify to', required: true
+
+        = f.check_box :skip_fees, label: 'Yes, skip creating fees and just set the category'
+
+        = f.hide_if :skip_fees, true do
+          %p The following fee(s) will be created:
+          - month = Time.zone.now.strftime('%B')
+
+          %ul
+            %li A #{month} prorated fee to the new category
+            %li A #{month} discount fee from their old category
+
+          %p The member will be required to return to the website and make a fee payment
+
+        = f.show_if :skip_fees, true do
+          %p No fees will be created
+
+        = f.submit 'Reclassify', border: false, center: true, 'data-confirm': "Really reclassify #{f.object.owner}?"

data/app/views/admin/registrar_actions/_form_register.html.haml

@@ -0,0 +1,44 @@
+.card
+  .card-body
+    %h5.card-title Register
+
+    = effective_form_with(model: [:admin, registrar_action], url: effective_memberships.admin_registrar_actions_path) do |f|
+      = f.hidden_field :owner_id
+      = f.hidden_field :owner_type
+
+      - period = EffectiveMemberships.Registrar.current_period
+
+      %p.text-muted
+        Register into a new category and optionally create fees.
+
+      = f.static_field :current_action, label: 'Current Membership' do
+        None
+
+      = f.check_box :current_action, label: 'Yes, register to a membership'
+
+      = f.show_if :current_action, true do
+        - categories = EffectiveMemberships.Category.all
+        = f.select :category_id, categories, label: 'Register to'
+
+        = f.text_field :membership_number, hint: "leave blank to assign the next number"
+
+        = f.check_box :skip_fees, label: 'Yes, skip creating fees and just create the membership'
+
+        = f.hide_if :skip_fees, true do
+          %p The following fee(s) will be created:
+          - month = Time.zone.now.strftime('%B')
+
+          %ul
+            %li A #{month} prorated fee
+
+          %p The member will be required to return to the website and make a fee payment
+
+        = f.show_if :skip_fees, true do
+          %p
+            No fees will be created.
+
+          %p
+            The member's fees paid through will be set to the current period.
+            They will not be required to purchase a renewal fee until next period.
+
+        = f.submit 'Register', border: false, center: true, 'data-confirm': "Really register #{f.object.owner}?"

data/app/views/admin/registrar_actions/_form_remove.html.haml

@@ -0,0 +1,17 @@
+.card
+  .card-body
+    %h5.card-title Remove
+
+    = effective_form_with(model: [:admin, registrar_action], url: effective_memberships.admin_registrar_actions_path) do |f|
+      = f.hidden_field :owner_id
+      = f.hidden_field :owner_type
+
+      %p.text-muted
+        This action will remove the membership and
+        delete any unpurchased fee payment fees and orders.
+
+      = f.check_box :current_action, label: 'Yes, remove this member'
+
+      = f.show_if :current_action, true do
+        = f.submit 'Remove', border: false, center: true,
+          'data-confirm': "Really remove #{f.object.owner}?"