effective_memberships 0.3.13 → 0.4.1

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

@@ -2,6 +2,7 @@
   = render 'effective/applicants/content', resource: resource
 
   - categories = resource.can_apply_categories_collection()
+  - organization_categories = categories.select(&:organization?)
 
   .card
     .card-body
@@ -16,12 +17,21 @@
         = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
           = f.hidden_field :id
 
+          = f.hidden_field :organization_id, value: nil
+          = f.hidden_field :organization_type, value: nil
+          = f.hidden_field :category_type, value: EffectiveMemberships.Category.name
+
           = f.select :category_id, categories, required: true
 
           - categories.each do |mc|
             = f.show_if(:category_id, mc.id) do
-              .my-4
+              .mb-4
                 %h3= mc.to_s
+                %small.text-muted #{mc.category} #{mc.category_type} Membership
                 = mc.rich_text_body
 
+          - if organization_categories.present?
+            = f.show_if_any(:category_id, organization_categories.map(&:id)) do
+              = render('effective/applicants/select_organization', f: f)
+
           = f.save 'Save and Continue'

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

@@ -14,8 +14,8 @@
           = fs.hidden_field :applicant_id
           = fs.hidden_field :applicant_type
 
-          = fs.hidden_field :owner_id
-          = fs.hidden_field :owner_type
+          = fs.hidden_field :user_id
+          = fs.hidden_field :user_type
 
           = fs.hidden_field :price
           = fs.hidden_field :tax_exempt

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

@@ -3,16 +3,22 @@
 
   .card
     .card-body
-      - fees = resource.owner.outstanding_fee_payment_fees
+      = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
+        = f.hidden_field :id
+        = f.save 'Save and Continue'
 
-      - 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
+  -# .card
+  -#   .card-body
+  -#     - fees = resource.user.outstanding_fee_payment_fees
 
-      - 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'
+  -#     - 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

@@ -7,22 +7,22 @@
   .alert.alert-success.mb-4
     This application was submitted on #{resource.submitted_at.strftime('%F')}
 
+  - if resource.missing_info?
+    = card do
+      = render 'effective/applicants/missing_info', applicant: resource
+
   - unless resource.approved?
     .card
       .card-body
         %p
           Your application must still be approved.
           We will send
-          %strong= resource.owner.email
+          %strong= resource.user.email
           an email notifying you of the application's approval status.
 
   .card
     .card-body= render 'effective/applicants/summary', applicant: resource
 
-  - if resource.missing_info?
-    = card do
-      = render 'effective/applicants/missing_info', applicant: resource
-
   - if resource.min_applicant_references.to_i > 0 || resource.applicant_references.present?
     = card do
       %h3 Confidential References

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

@@ -9,6 +9,6 @@
     = f.submit(border: false, left: true) do
       -# Missing Info
       - if EffectiveResources.authorized?(self, :resubmit, resource)
-        = f.save 'Submit Application'
+        = f.save 'Resubmit Application'
       - else
         = f.save 'Save and Continue'

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

@@ -6,4 +6,4 @@
       .col-sm-auto.text-right
         = link_to('Edit', wizard_path(:demographics)) if edit_effective_wizard?
 
-    = render 'effective/fee_payments/demographics_owner', fee_payment: fee_payment, owner: fee_payment.owner
+    = render 'users/demographics', parent: fee_payment, user: fee_payment.user

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

@@ -0,0 +1,9 @@
+.card
+  .card-body
+    .row
+      .col-sm
+        %h5.card-title= fee_payment.wizard_step_title(:organization)
+      .col-sm-auto.text-right
+        = link_to('Edit', wizard_path(:organization)) if edit_effective_wizard?
+
+    = render 'organizations/demographics', parent: fee_payment, organization: fee_payment.organization

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

@@ -1 +1,39 @@
--# Intentionally blank
+%table.table.table-sm
+  %tbody
+    %tr
+      %th.border-0 Fee Payment
+      %td.border-0
+        = fee_payment.owner.to_s
+        %br
+        = mail_to(fee_payment.owner.email)
+
+    %tr
+      %th Purchased By
+      %td= fee_payment.user.to_s
+
+    - if request.path.start_with?('/admin')
+      %tr
+        %th User
+        %td
+          - url = (polymorphic_admin_path(fee_payment.user) rescue "/admin/users/#{fee_payment.user.to_param}/edit")
+          = link_to(fee_payment.user, url)
+
+      - if fee_payment.organization.present?
+        %tr
+          %th Organization
+          %td
+            = link_to(fee_payment.organization, effective_memberships.edit_admin_organization_path(fee_payment.organization))
+
+    - if fee_payment.orders.present?
+      %tr
+        %th Order#{'s' if fee_payment.orders.length > 1}
+        %td
+          - fee_payment.orders.each do |order|
+            - if request.path.start_with?('/admin')
+              = link_to(order, effective_orders.edit_admin_order_path(order))
+            - else
+              = link_to(order, effective_orders.order_path(order))
+
+    %tr
+      %th Period
+      %td= fee_payment.period.strftime('%F')

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

@@ -8,7 +8,7 @@
       = 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.fields_for(f.object.owner_symbol, f.object.owner) do |fo|
+          = effective_address_fields(fo, :billing)
 
         = f.save 'Save and Continue'

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

@@ -6,7 +6,7 @@
       = 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.fields_for(:user, f.object.user) do |fu|
+          = render 'users/fields_demographics', f: fu, user: f.object.user, parent: resource
 
         = f.save 'Save and Continue'

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

@@ -0,0 +1,18 @@
+= render 'layout' do
+  = render 'effective/fee_payments/content', resource: resource
+
+  .card
+    .card-body
+      - datatable = EffectiveResources.best('EffectiveRepresentativesDatatable').new(self, organization: resource.organization)
+
+      %h2 Representatives
+      = render_datatable(datatable, inline: true, simple: true)
+
+      %h2 Organization Info
+      = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
+        = f.hidden_field :id
+
+        = f.fields_for(:organization, f.object.organization) do |fo|
+          = render 'organizations/fields_demographics', f: fo, organization: f.object.organization, parent: resource
+
+        = f.save 'Save and Continue'

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

@@ -1,34 +1,37 @@
 = render 'layout' do
+  = render 'effective/fee_payments/content', resource: resource
 
   .card
     .card-body
-      - current_owner = current_user.current_fee_payment_owner
+      - outstanding_owners = current_user.memberships_owners.select { |owner| owner.outstanding_fee_payment_fees.present? }
 
-      %p Welcome #{current_owner}!
-
-      = render 'effective/fee_payments/content', resource: resource
-
-      - if current_owner.membership_fees_paid?
+      - if outstanding_owners.blank?
         %p You have no fees due at this time.
         = link_to 'Home', root_path, class: 'btn btn-primary'
 
       - else
-        - if resource.outstanding_fees.present?
-          %p You have the following fees due at this time:
-          = render_purchasables(resource.outstanding_fees)
-        - else
-          %p You have fees due. Please continue.
+        %p You have the following fees due at this time:
 
-        - resource.user = current_user
-        - resource.owner = current_owner
+        - outstanding_owners.each do |owner|
+          %h3= owner
+          = render_purchasables(owner.outstanding_fee_payment_fees)
 
         = effective_form_with(model: resource, url: wizard_path(step), method: :put) do |f|
           = f.hidden_field :id
-
-          = f.hidden_field :owner_type
-          = f.hidden_field :owner_id
-
           = f.hidden_field :user_type
           = f.hidden_field :user_id
 
+          - if outstanding_owners.length == 1
+            - resource.organization = outstanding_owners.first if outstanding_owners.first.kind_of?(EffectiveMemberships.Organization)
+
+            %p Continue with fee payment for #{resource.owner}.
+
+            = f.hidden_field :organization_id
+
+          - if outstanding_owners.length > 1
+            %p You have multiple memberships that require a fee payment. They must be purchased separately.
+            %p Please select an individual or organization to continue:
+
+            = f.select :organization_id, effective_memberships_select_fee_payment_organization(resource)
+
           = f.save 'Save and Continue'

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

@@ -9,8 +9,15 @@
 
   = link_to "Return to Dashboard", root_path, class: 'btn btn-lg btn-primary mb-4'
 
-  = render 'effective/fee_payments/summary', fee_payment: resource
-  = render 'effective/fee_payments/fee_payment', fee_payment: resource
-  = render 'effective/fee_payments/orders', fee_payment: resource
+  .card
+    .card-body= render 'effective/fee_payments/summary', fee_payment: resource
+
+  .mb-4
+    = collapse('Show fee payment...', card_class: 'my-2') do
+      = render 'effective/fee_payments/fee_payment', fee_payment: resource
+
+  .mb-4
+    = collapse('Show orders...', card_class: 'my-2') do
+      = render 'effective/fee_payments/orders', fee_payment: resource
 
   = link_to "Return to Dashboard", root_path, class: 'btn btn-lg btn-primary'

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

@@ -1,20 +1,32 @@
 %h2 Fees
-- current_owner = current_user.effective_memberships_owner
 
-- fees = current_owner.outstanding_fee_payment_fees
-- membership = current_owner.membership
+- memberships = current_user.memberships
+- outstanding_owners = current_user.memberships_owners.select { |owner| owner.outstanding_fee_payment_fees.present? }
 
-- if membership.present?
-  - if membership.category.create_renewal_fees?
+- if memberships.present?
+  - if memberships.any? { |membership| 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 %e')} of each year.
 
-  - if membership.category.create_late_fees?
+  - if memberships.any? { |membership| 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 %e')}.
 
-- if fees.present?
-  .alert.alert-warning.mb-3 You have #{pluralize(fees.length , 'outstanding fee')}.
+  - if memberships.any? { |membership| membership.category.create_bad_standing? }
+    - date = EffectiveMemberships.Registrar.bad_standing_date(date: Time.zone.now)
+    %p Memberships with unpaid fees will be marked in bad standing on #{date.strftime('%B %e')}.
+
+- if outstanding_owners.present?
+  .alert.alert-warning.mb-3 You have outstanding fees ready to purchase.
+
+  %ul
+    - outstanding_owners.each do |owner|
+      %li
+        = owner
+
+        - if owner.outstanding_fee_payment_fees.present?
+          = '-'
+          = pluralize(owner.outstanding_fee_payment_fees.length, 'outstanding fee')
 
   %p= link_to 'Pay Fees', effective_memberships.new_fee_payment_path, class: 'btn btn-primary'
 

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

@@ -1,8 +1,9 @@
-- current_owner = current_user.effective_memberships_owner
-- membership = current_owner.membership
+- membership = current_user.membership
+- membership_organizations = current_user.membership_organizations
 
 %h2 Membership
 
+-# Individual membership
 - if membership.present?
   - if membership.categories.length == 0
     %p
@@ -29,8 +30,18 @@
   - 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')}.
+- if current_user.membership_removed?
+  %p Your membership was removed on #{current_user.membership_removed_on.strftime('%F')}.
 
-- else
+- if membership_organizations.present?
+  %p You are a representative for #{pluralize(membership_organizations.length, 'member organization')}.
+
+  %ul
+    - membership_organizations.each do |organization|
+      %li
+        = organization
+        = '-'
+        = organization.membership.categories.to_sentence
+
+- if current_user.is?(:member) == false
   %p You are not a member.

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

@@ -0,0 +1,10 @@
+%h2 Organizations
+
+- if current_user.organizations.present?
+  %p You are a representative for #{pluralize(current_user.organizations.length, 'organization')}.
+
+  - datatable = EffectiveResources.best('EffectiveOrganizationsDatatable').new(self, namespace: :effective)
+  = render_datatable(datatable, simple: true)
+
+- else
+  %p You are not a representative. When you create an organization, or if someone else adds you to their organization, we'll show them here.

data/app/views/effective/organizations/_form.html.haml

@@ -0,0 +1,8 @@
+= tabs do
+  = tab 'Organization' do
+    = render 'effective/organizations/form_organization', organization: organization
+
+  - if organization.persisted?
+    - if organization.respond_to?(:log_changes_datatable)
+      = tab 'Logs' do
+        = render_inline_datatable(organization.log_changes_datatable)

data/app/views/effective/organizations/_form_organization.html.haml

@@ -0,0 +1,11 @@
+- url = (organization.persisted? ? effective_memberships.organization_path(organization) : effective_memberships.organizations_path)
+
+= effective_form_with(model: organization, url: url) do |f|
+  %h2 Organization Info
+  = render 'organizations/fields_demographics', f: f, organization: organization
+  = f.submit
+
+- if organization.persisted?
+  %h2 Representatives
+  - datatable = EffectiveRepresentativesDatatable.new(organization: organization)
+  = render_inline_datatable(datatable)

data/app/views/effective/representatives/_form.html.haml

@@ -0,0 +1,33 @@
+= effective_form_with(model: representative, engine: true) do |f|
+  - f.object.user_type ||= current_user.class.name
+
+  = f.hidden_field :user_id
+  = f.hidden_field :user_type
+  = f.hidden_field :organization_id
+  = f.hidden_field :organization_type
+
+  - if f.object.new_record?
+    - unless inline_datatable? && inline_datatable.attributes[:organization_id].present?
+      = f.select :organization, { 'Organizations' => EffectiveMemberships.Organization.sorted }, polymorphic: true
+
+    = f.checks :roles, EffectiveRoles.roles_collection(f.object, skip_disabled: true)
+
+    - unless inline_datatable? && inline_datatable.attributes[:user_id].present?
+      = f.hidden_field :new_representative_user_action, value: 'Invite new user'
+
+      = f.fields_for :user, (f.object.user || f.object.build_user) do |fu|
+        = render 'effective/representatives/user_fields', f: fu
+
+  - if f.object.persisted?
+    - unless inline_datatable? && inline_datatable.attributes[:organization_id].present?
+      = f.static_field :organization
+
+    - unless inline_datatable? && inline_datatable.attributes[:user_id].present?
+      = f.static_field :user
+
+    = f.checks :roles, EffectiveRoles.roles_collection(f.object, skip_disabled: true)
+
+    = f.fields_for :user, f.object.user do |fu|
+      = render 'effective/representatives/user_fields', f: fu
+
+  = f.submit

data/app/views/effective/{fee_payments/_demographics_fields.html.haml → representatives/_user_fields.html.haml}

@@ -1,11 +1,7 @@
+= f.email_field :email
+
 - 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/organizations/_demographics.html.haml

@@ -0,0 +1,45 @@
+-# This is a placeholder file that should be overriden by the main application
+
+%table.table.table-sm
+  %tbody
+    %tr
+      %th Name
+      %td= organization.to_s
+
+    %tr
+      %th Email
+      %td= mail_to organization.email
+
+    - if organization.respond_to?(:website)
+      %tr
+        %th Website:
+        %td= organization.website.presence || '-'
+
+    - if organization.respond_to?(:phone)
+      %tr
+        %th Phone:
+        %td= organization.phone.presence || '-'
+
+    - if organization.respond_to?(:company_phone)
+      %tr
+        %th Company Phone:
+        %td= organization.company_phone.presence || '-'
+
+    - if organization.respond_to?(:cell_phone)
+      %tr
+        %th Cell Phone:
+        %td= organization.cell_phone.presence || '-'
+
+    - if organization.respond_to?(:fax)
+      %tr
+        %th Fax:
+        %td= organization.fax.presence || '-'
+
+    - if organization.respond_to?(:billing_address)
+      %tr
+        %th Billing Address:
+        %td
+          - if organization.billing_address.present?
+            = organization.billing_address.to_html
+          - else
+            = '-'

data/app/views/organizations/_fields_demographics.html.haml

@@ -0,0 +1,29 @@
+-# This is a placeholder file that should be overriden by the main application
+
+- if f.object.respond_to?(:title)
+  = f.text_field :title
+
+- if f.object.respond_to?(:name)
+  = f.text_field :name
+
+- if f.object.respond_to?(:email)
+  = f.email_field :email
+
+- if f.object.respond_to?(:website)
+  = f.url_field :website
+
+- if f.object.respond_to?(:phone)
+  = f.tel_field :phone
+
+- if f.object.respond_to?(:company_phone)
+  = f.tel_field :company_phone
+
+- if f.object.respond_to?(:cell_phone)
+  = f.tel_field :cell_phone
+
+- if f.object.respond_to?(:fax)
+  = f.tel_field :fax
+
+- if f.object.respond_to?(:billing_address)
+  %h2 Billing Address
+  = effective_address_fields(f, :billing_address)

data/app/views/users/_demographics.html.haml

@@ -0,0 +1,50 @@
+-# This is a placeholder file that should be overriden by the main application
+
+%table.table.table-sm
+  %tbody
+    %tr
+      %th Name
+      %td= user.to_s
+
+    %tr
+      %th Email
+      %td= mail_to user.email
+
+    - if user.respond_to?(:job_title)
+      %tr
+        %th Job Title:
+        %td= user.job_title.presence || '-'
+
+    - if user.respond_to?(:date_of_birth)
+      %tr
+        %th Date of Birth
+        %td= user.date_of_birth&.strftime('%F').presence || '-'
+
+    - if user.respond_to?(:phone)
+      %tr
+        %th Phone:
+        %td= user.phone.presence || '-'
+
+    - if user.respond_to?(:home_phone)
+      %tr
+        %th Home Phone:
+        %td= user.home_phone.presence || '-'
+
+    - if user.respond_to?(:cell_phone)
+      %tr
+        %th Cell Phone:
+        %td= user.cell_phone.presence || '-'
+
+    - if user.respond_to?(:fax)
+      %tr
+        %th Fax:
+        %td= user.fax.presence || '-'
+
+    - if user.respond_to?(:billing_address)
+      %tr
+        %th Billing Address:
+        %td
+          - if user.billing_address.present?
+            = user.billing_address.to_html
+          - else
+            = '-'

data/app/views/users/_fields_demographics.html.haml

@@ -0,0 +1,29 @@
+-# This is a placeholder file that should be overriden by the main application
+
+- 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?(:job_title)
+  = f.text_field :job_title
+
+- if f.object.respond_to?(:date_of_birth)
+  = f.date_field :date_of_birth
+
+- if f.object.respond_to?(:phone)
+  = f.tel_field :phone
+
+- if f.object.respond_to?(:home_phone)
+  = f.tel_field :home_phone
+
+- if f.object.respond_to?(:cell_phone)
+  = f.tel_field :cell_phone
+
+- if f.object.respond_to?(:fax)
+  = f.tel_field :fax
+
+- if f.object.respond_to?(:billing_address)
+  %h2 Billing Address
+  = effective_address_fields(f, :billing_address)

data/config/effective_memberships.rb

@@ -3,6 +3,8 @@ EffectiveMemberships.setup do |config|
   config.applicants_table_name = :applicants
   config.applicant_reviews_table_name = :applicant_reviews
   config.fee_payments_table_name = :fee_payments
+  config.organizations_table_name = :organizations
+  config.representatives_table_name = :representatives
 
   # Layout Settings
   # Configure the Layout per controller, or all at once
@@ -16,6 +18,7 @@ EffectiveMemberships.setup do |config|
   # config.applicant_class_name = 'Effective::Applicant'
   # config.applicant_review_class_name = 'Effective::ApplicantReview'
   # config.registrar_class_name = 'Effective::Registrar'
+  # config.organization_class_name = 'Effective::Organization'
 
   # Fee Categories
   # The defaults include: Applicant, Prorated, Renewal, Late, Admin
@@ -39,6 +42,7 @@ EffectiveMemberships.setup do |config|
   # config.mailer_layout = nil      # Default mailer layout
   # config.mailer_sender = nil      # Default From value
   # config.mailer_admin = nil       # Default To value for Admin correspondence
+  # config.mailer_subject = nil     # Proc.new method used to customize Subject
 
   # Will work with effective_email_templates gem
   config.use_effective_email_templates = true

data/config/routes.rb

@@ -25,6 +25,8 @@ EffectiveMemberships::Engine.routes.draw do
       get :membership_card, on: :member, to: 'membership_cards#show'
     end
 
+    resources :organizations, except: [:show, :destroy]
+    resources :representatives, except: [:show]
   end
 
   namespace :admin do
@@ -43,6 +45,13 @@ EffectiveMemberships::Engine.routes.draw do
     resources :fee_payments, only: [:index, :show]
     resources :memberships, only: [:index]
     resources :registrar_actions, only: [:create]
+
+    resources :organizations, except: [:show] do
+      post :archive, on: :member
+      post :unarchive, on: :member
+    end
+
+    resources :representatives, except: [:show]
   end
 
 end