effective_memberships 0.1.2

data/app/views/effective/applicants/start.html.haml

@@ -0,0 +1,18 @@
+= render 'layout' do
+  = render 'effective/applicants/content', resource: resource
+
+  .card
+    .card-body
+      - fees = resource.owner.outstanding_fee_payment_fees
+
+      - if fees.present?
+        %p You have #{pluralize(fees.length , 'outstanding fee')}.
+        %p
+          Please
+          = link_to 'Make a fee payment', effective_memberships.new_fee_payment_path
+          before continuing with any applications
+
+      - if fees.blank?
+        = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
+          = f.hidden_field :id
+          = f.save 'Save and Continue'

data/app/views/effective/applicants/submitted.html.haml

@@ -0,0 +1,44 @@
+= render 'layout' do
+  = render 'effective/applicants/content', resource: resource
+
+  - raise('expected a submitted applicant') unless resource.was_submitted?
+  - raise('expected a purchased applicant submit_order') unless resource.submit_order&.purchased?
+
+  .alert.alert-success.mb-4
+    This application was submitted on
+    = resource.submit_order.purchased_at.strftime('%F')
+
+  - unless resource.approved?
+    .card
+      .card-body
+        %p
+          Your application must still be approved.
+          We will send
+          %strong= resource.owner.email
+          an email notifying you of the application's approval status.
+
+  .card
+    .card-body= render 'effective/applicants/summary', applicant: resource
+
+  - if resource.min_applicant_references.to_i > 0 || resource.applicant_references.present?
+    .card
+      .card-body
+        %h3 Confidential References
+        %p
+          References are automatically sent a reference request.
+          Click 'New' to add an additional reference, or click 'Notify' to resend the reference request.
+
+        = render_datatable(EffectiveApplicantReferencesDatatable.new(applicant_id: resource.id), inline: true, simple: true)
+
+  .mb-4
+    = collapse('Show application...', card_class: 'my-2') do
+      = render 'effective/applicants/applicant', applicant: resource
+
+  = render 'effective/applicants/orders', applicant: resource
+
+  -# - if resource.can_visit_step?(next_step)
+  -#   = effective_form_with(model: resource, url: wizard_path(step)) do |f|
+  -#     = f.hidden_field :current_step
+  -#     = f.submit 'Save and Continue', class: 'btn btn-primary'
+
+  = link_to "Return to Dashboard", root_path, class: 'btn btn-lg btn-primary btn-block'

data/app/views/effective/applicants/summary.html.haml

@@ -0,0 +1,8 @@
+= render 'layout' do
+  = render 'effective/applicants/content', resource: resource
+
+  = render('effective/applicants/applicant', applicant: resource)
+
+  = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
+    = f.hidden_field :id
+    = f.submit 'Save and Continue', border: false, left: true

data/app/views/effective/fee_payments/_content.html.haml

@@ -0,0 +1,8 @@
+- all_steps_content = resource.category&.rich_text_fee_payment_all_steps_content
+- step_content = resource.category&.send("rich_text_fee_payment_#{step}_content")
+
+- if all_steps_content.present?
+  .mb-2= all_steps_content
+
+- if step_content.present?
+  .mb-2= step_content

data/app/views/effective/fee_payments/_declarations.html.haml

@@ -0,0 +1,16 @@
+.card
+  .card-body
+    .row
+      .col-sm
+        %h5.card-title= fee_payment.wizard_step_title(:declarations)
+      .col-sm-auto.text-right
+        = link_to('Edit', wizard_path(:declarations)) if edit_effective_fee_payments_wizard?
+
+    %table.table
+      %tbody
+        %tr
+          %td= icon('check')
+          %td Yes, I hereby certify that I have read and will adhere to the Code of Ethics
+        %tr
+          %td= icon('check')
+          %td Yes, I hereby certify that the statements and information contained herein are correct

data/app/views/effective/fee_payments/_demographics.html.haml

@@ -0,0 +1,9 @@
+.card
+  .card-body
+    .row
+      .col-sm
+        %h5.card-title= fee_payment.wizard_step_title(:demographics)
+      .col-sm-auto.text-right
+        = link_to('Edit', wizard_path(:demographics)) if edit_effective_fee_payments_wizard?
+
+    = render 'effective/fee_payments/demographics_owner', fee_payment: fee_payment, owner: fee_payment.owner

data/app/views/effective/fee_payments/_demographics_fields.html.haml

@@ -0,0 +1,11 @@
+- if f.object.respond_to?(:first_name)
+  = f.text_field :first_name
+
+- if f.object.respond_to?(:last_name)
+  = f.text_field :last_name
+
+- if f.object.respond_to?(:date_of_birth)
+  = f.date_field :date_of_birth
+
+- if f.object.respond_to?(:phone)
+  = f.tel_field :phone

data/app/views/effective/fee_payments/_demographics_owner.html.haml

@@ -0,0 +1,20 @@
+%table.table
+  %tbody
+    %tr
+      %th Name
+      %td= owner.to_s
+
+    - if owner.respond_to?(:email) && owner.email.present?
+      %tr
+        %th Email
+        %td= mail_to owner.email
+
+    - if owner.respond_to?(:date_of_birth) && owner.date_of_birth.present?
+      %tr
+        %th Date of Birth
+        %td= owner.date_of_birth.strftime('%F')
+
+    - if owner.respond_to?(:phone) && owner.phone.present?
+      %tr
+        %th Phone:
+        %td= owner.phone

data/app/views/effective/fee_payments/_fee_payment.html.haml

@@ -0,0 +1,6 @@
+.effective-fee-payment
+  - blacklist = EffectiveMemberships.FeePayment.required_wizard_steps
+  - steps = fee_payment.required_steps - blacklist
+
+  - steps.select { |step| fee_payment.has_completed_step?(step) }.each do |partial|
+    = render "effective/fee_payments/#{partial}", fee_payment: fee_payment, step: partial

data/app/views/effective/fee_payments/_layout.html.haml

@@ -0,0 +1,3 @@
+.row
+  .col-lg-3= render_wizard_sidebar(resource)
+  .col-lg-9= yield

data/app/views/effective/fee_payments/_orders.html.haml

@@ -0,0 +1,4 @@
+- if fee_payment.submit_order&.purchased?
+  .card.mb-4
+    .card-body
+      = render(fee_payment.submit_order)

data/app/views/effective/fee_payments/billing.html.haml

@@ -0,0 +1,14 @@
+= render 'layout' do
+  = render 'effective/fee_payments/content', resource: resource
+
+  - raise('expected owner to respond to billing_address') unless resource.owner.respond_to?(:billing_address)
+
+  .card
+    .card-body
+      = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
+        = f.hidden_field :id
+
+        = f.fields_for(:owner, f.object.owner) do |fu|
+          = effective_address_fields(fu, :billing)
+
+        = f.save 'Save and Continue'

data/app/views/effective/fee_payments/checkout.html.haml

@@ -0,0 +1,6 @@
+= render 'layout' do
+  = render 'effective/fee_payments/content', resource: resource
+
+  .card
+    .card-body
+      = render_checkout_step2(resource.submit_order, purchased_url: wizard_path(:submitted), deferred_url: wizard_path(:checkout), declined_url: wizard_path(:checkout))

data/app/views/effective/fee_payments/declarations.html.haml

@@ -0,0 +1,20 @@
+= render 'layout' do
+
+  = render 'effective/fee_payments/content', resource: resource
+
+  - completed = resource.has_completed_step?(:declarations)
+  - resource.declare_code_of_ethics = completed
+  - resource.declare_truth = completed
+
+  .card
+    .card-body
+      = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
+        = f.hidden_field :id
+
+        = f.check_box :declare_code_of_ethics,
+          label: 'Yes, I hereby certify that I have read and will adhere to the Code of Ethics'
+
+        = f.check_box :declare_truth,
+          label: 'Yes, I hereby certify that the statements and information contained herein are correct'
+
+        = f.save 'Save and Continue'

data/app/views/effective/fee_payments/demographics.html.haml

@@ -0,0 +1,12 @@
+= render 'layout' do
+  = render 'effective/fee_payments/content', resource: resource
+
+  .card
+    .card-body
+      = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
+        = f.hidden_field :id
+
+        = f.fields_for(:owner, f.object.owner) do |fu|
+          = render 'effective/fee_payments/demographics_fields', f: fu
+
+        = f.save 'Save and Continue'

data/app/views/effective/fee_payments/start.html.haml

@@ -0,0 +1,20 @@
+= render 'layout' do
+
+  .card
+    .card-body
+      %p Welcome #{current_user.effective_memberships_owner}!
+
+      = render 'effective/fee_payments/content', resource: resource
+
+      - if resource.outstanding_fees.blank?
+        %p You have no fees due at this time.
+        = link_to 'Home', root_path, class: 'btn btn-primary'
+
+      - if resource.outstanding_fees.present?
+        %p You have the following fees due at this time:
+
+        = render_purchasables(resource.outstanding_fees)
+
+        = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
+          = f.hidden_field :id
+          = f.save 'Save and Continue'

data/app/views/effective/fee_payments/submitted.html.haml

@@ -0,0 +1,14 @@
+= render 'layout' do
+  = render 'effective/fee_payments/content', resource: resource
+
+  - raise('expected a submitted fee_payment') unless resource.was_submitted?
+  - raise('expected a purchased fee_payment submit_order') unless resource.submit_order&.purchased?
+
+  .alert.alert-success.mb-4
+    Fee successfully paid on
+    = resource.submit_order.purchased_at.strftime('%F')
+
+  = render 'effective/fee_payments/fee_payment', fee_payment: resource
+  = render 'effective/fee_payments/orders', fee_payment: resource
+
+  = link_to "Return to Dashboard", root_path, class: 'btn btn-lg btn-primary btn-block'

data/app/views/effective/fee_payments/summary.html.haml

@@ -0,0 +1,8 @@
+= render 'layout' do
+  = render 'effective/fee_payments/content', resource: resource
+
+  = render('effective/fee_payments/fee_payment', fee_payment: resource)
+
+  = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
+    = f.hidden_field :id
+    = f.submit 'Save and Continue', class: 'btn btn-primary'

data/app/views/effective/fees/_dashboard.html.haml

@@ -0,0 +1,22 @@
+%h2 Fees
+- current_owner = current_user.effective_memberships_owner
+
+- fees = current_owner.outstanding_fee_payment_fees
+- membership = current_owner.membership
+
+- if membership.present?
+  - if membership.category.create_renewal_fees?
+    - date = EffectiveMemberships.Registrar.renewal_fee_date(date: Time.zone.now)
+    %p Annual fees become available for purchase on #{date.strftime('%B %d')} of each year.
+
+  - if membership.category.create_late_fees?
+    - date = EffectiveMemberships.Registrar.late_fee_date(date: Time.zone.now)
+    %p Late fees will be applied on #{date.strftime('%B %d')}.
+
+- if fees.present?
+  .alert.alert-warning.mb-3 You have #{pluralize(fees.length , 'outstanding fee')}.
+
+  %p= link_to 'Pay Fees', effective_memberships.new_fee_payment_path, class: 'btn btn-primary'
+
+- else
+  %p You have no outstanding fees at this time. Thank you!

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

@@ -0,0 +1,37 @@
+%table.table
+  %tbody
+    %tr
+      %th Category
+      %td= fee.category
+
+    - if fee.category.present?
+      %tr
+        %th Membership Category
+        %td
+          - if request.path.start_with?('/admin')
+            = link_to(fee.category, effective_memberships.edit_admin_category_path(fee.category))
+          - else
+            = fee.category
+
+    - if request.path.start_with?('/admin')
+      %tr
+        %th Owner
+        %td
+          - url = (edit_admin_user_path(fee.owner) rescue "/admin/users/#{fee.owner.to_param}/edit")
+          = link_to(fee.owner, url)
+
+    %tr
+      %th Purchased
+      %td
+        - if fee.purchased_order.present?
+          = link_to(fee.purchased_order, effective_orders.admin_order_path(fee.purchased_order))
+        - else
+          Not Purchased
+
+    %tr
+      %th Period
+      %td= fee.period
+
+    %tr
+      %th Price
+      %td= price_to_currency(fee.price)

data/app/views/effective/memberships/_dashboard.html.haml

@@ -0,0 +1,29 @@
+%h2 Membership
+- current_owner = current_user.effective_memberships_owner
+- membership = current_owner.membership
+
+- if membership.present?
+  - if membership.categories.length == 0
+    You are a member.
+  - elsif membership.categories.length == 1
+    %p You are a #{membership.category} member.
+  - else
+    %p You are a member of the following:
+
+    %ul
+      - membership.categories.each do |category|
+        %li= category
+
+  %p Your membership number is ##{membership.number} and you joined on #{membership.joined_on.strftime('%F')}.
+
+  - if membership.registration_on > membership.joined_on
+    %p You last changed categories on #{membership.registration_on.strftime('%F')}.
+
+  - if membership.bad_standing?
+    %p Your membership is in bad standing with the following reason: #{membership.bad_standing_reason}.
+
+- elsif current_owner.membership_removed?
+  %p Your membership was removed on #{current_owner.membership_removed_on.strftime('%F')}.
+
+- else
+  %p You are not a member.

data/app/views/effective/memberships/_membership.html.haml

@@ -0,0 +1,40 @@
+%table.table
+  %tbody
+    %tr
+      %th Joined
+      %td= membership.joined_on.strftime('%F')
+
+    %tr
+      %th Registered
+      %td= membership.registration_on.strftime('%F')
+
+    - if membership.categories.length == 0
+      %tr
+        %th Category
+        %td None
+    - elsif membership.categories.length == 1
+      %tr
+        %th Category
+        %td= membership.category
+    - else
+      %tr
+        %th Categories
+        %td
+          - membership.categories.each do |category|
+            %div= category
+
+    %tr
+      %th Number
+      %td= membership.number
+
+    %tr
+      %th Fees Paid Through
+      %td= membership.fees_paid_through_period&.strftime('%F') || '-'
+
+    %tr
+      %th In Bad Standing
+      %td
+        - if membership.bad_standing?
+          %p Yes. #{membership.bad_standing_reason}
+        - else
+          = '-'

data/app/views/effective/memberships_mailer/applicant_approved.liquid

@@ -0,0 +1,15 @@
+---
+subject: 'Your application was approved!'
+from: 'admin@example.com'
+---
+Hello {{ user.name }},
+
+Your application for {{ applicant.to_category }} was approved!
+
+Please log in and purchase any outstanding fees.
+
+{{ applicant.url }}
+
+Thank you.
+
+Please contact us for assistance.

data/app/views/effective/memberships_mailer/applicant_declined.liquid

@@ -0,0 +1,13 @@
+---
+subject: 'Your application to join was declined'
+from: 'admin@example.com'
+---
+Hello {{ user.name }},
+
+Your application for {{ applicant.to_category }} has been declined with the following reason:
+
+{{ applicant.declined_reason }}
+
+Thank you.
+
+Please contact us for assistance.

data/app/views/effective/memberships_mailer/applicant_reference_notification.liquid

@@ -0,0 +1,15 @@
+---
+subject: 'Your reference has been requested'
+from: 'admin@example.com'
+---
+Hello {{ reference.name }},
+
+An applicant, {{ user.name }}, has added you as a reference.
+
+Would you please complete the reference declaration form at this url:
+
+{{ reference.url }}
+
+Thank you.
+
+Please contact us for assistance.

data/app/views/layouts/effective_memberships_mailer_layout.html.haml

@@ -0,0 +1,7 @@
+!!!
+%html{style: 'background: #fff;'}
+  %head
+    %meta{:content => 'text/html; charset=UTF-8', 'http-equiv' => 'Content-Type'}
+
+  %body{style: 'background: #fff;'}
+    = yield

data/config/effective_memberships.rb

@@ -0,0 +1,47 @@
+EffectiveMemberships.setup do |config|
+  config.categories_table_name = :categories
+  config.applicants_table_name = :applicants
+  config.applicant_reviews_table_name = :applicant_reviews
+  config.fee_payments_table_name = :fee_payments
+
+  # Layout Settings
+  # Configure the Layout per controller, or all at once
+  # config.layout = { application: 'application', admin: 'admin' }
+
+  # Membership Categories Settings
+  # Configure the class responsible for the membership categories.
+  # This should extend from Effective::Category
+  # And handle all the business logic for your membership categories.
+  # config.category_class_name = 'Effective::Category'
+  # config.applicant_class_name = 'Effective::Applicant'
+  # config.applicant_review_class_name = 'Effective::ApplicantReview'
+  # config.registrar_class_name = 'Effective::Registrar'
+
+  # Fee Categories
+  # The defaults include: Applicant, Prorated, Renewal, Late, Admin
+  # config.additional_fee_types = []
+
+  # Mailer Configuration
+  # Configure the class responsible to send e-mails.
+  # config.mailer = 'Effective::MembershipsMailer'
+
+  # Configure the parent class responsible to send e-mails.
+  # config.parent_mailer = 'ActionMailer::Base'
+
+  # Default deliver method
+  # config.deliver_method = :deliver_later
+
+  # Default layout
+  config.mailer_layout = 'effective_memberships_mailer_layout'
+
+  # Default From
+  config.mailer_sender = "no-reply@example.com"
+
+  # Send Admin correspondence To
+  config.mailer_admin = "admin@example.com"
+
+  # Will work with effective_email_templates gem:
+  # - The audit and audit review email content will be preopulated based off the template
+  # - Uses an EmailTemplatesMailer mailer instead of ActionMailer::Base for default parent_mailer
+  config.use_effective_email_templates = false
+end

data/config/routes.rb

@@ -0,0 +1,32 @@
+Rails.application.routes.draw do
+  mount EffectiveMemberships::Engine => '/', as: 'effective_memberships'
+end
+
+EffectiveMemberships::Engine.routes.draw do
+  # Public routes
+  scope module: 'effective' do
+    resources :applicants, only: [:new, :show, :destroy] do
+      resources :build, controller: :applicants, only: [:show, :update]
+    end
+
+    resources :applicant_references, only: [:new, :create, :show, :update] do
+      post :notify, on: :member
+    end
+
+    resources :fee_payments, only: [:new, :show] do
+      resources :build, controller: :fee_payments, only: [:show, :update]
+    end
+  end
+
+  namespace :admin do
+    resources :applicants, except: [:new, :create, :show]
+    resources :fees
+    resources :categories, except: [:show]
+
+    resources :applicant_course_areas, except: [:show]
+    resources :applicant_course_names, except: [:show]
+
+    resources :registrar_actions, only: [:create]
+  end
+
+end