erp_base_erp_svcs 3.0.0

data/Rakefile

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+#!/usr/bin/env rake
+begin
+  require 'bundler/setup'
+rescue LoadError
+  puts 'You must `gem install bundler` and `bundle install` to run rake tasks'
+end
+begin
+  require 'rdoc/task'
+rescue LoadError
+  require 'rdoc/rdoc'
+  require 'rake/rdoctask'
+  RDoc::Task = Rake::RDocTask
+end
+
+RDoc::Task.new(:rdoc) do |rdoc|
+  rdoc.rdoc_dir = 'rdoc'
+  rdoc.title    = 'ErpBaseErpSvcs'
+  rdoc.options << '--line-numbers'
+  rdoc.rdoc_files.include('README.rdoc')
+  rdoc.rdoc_files.include('lib/**/*.rb')
+end
+
+APP_RAKEFILE = File.expand_path("../spec/dummy/Rakefile", __FILE__)
+load 'rails/tasks/engine.rake'
+
+Bundler::GemHelper.install_tasks
+
+require "rspec/core/rake_task"
+RSpec::Core::RakeTask.new(:spec)
+task :default => :spec
+

data/app/assets/javascripts/erp_base_erp_svcs/application.js

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+// This is a manifest file that'll be compiled into including all the files listed below.
+// Add new JavaScript/Coffee code in separate files in this directory and they'll automatically
+// be included in the compiled file accessible from http://example.com/assets/application.js
+// It's not advisable to add code directly here, but if you do, it'll appear at the bottom of the
+// the compiled file.
+//
+//= require jquery
+//= require jquery_ujs
+//= require_tree .

data/app/assets/stylesheets/erp_base_erp_svcs/application.css

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+/*
+ * This is a manifest file that'll automatically include all the stylesheets available in this directory
+ * and any sub-directories. You're free to add application-wide styles to this file and they'll appear at
+ * the top of the compiled file, but it's generally better to create a new file per style scope.
+ *= require_self
+ *= require_tree . 
+*/

data/app/controllers/erp_base_erp_svcs/application_controller.rb

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+module ErpBaseErpSvcs
+  class ApplicationController < ActionController::Base
+  end
+end

data/app/helpers/erp_base_erp_svcs/application_helper.rb

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+module ErpBaseErpSvcs
+  module ApplicationHelper
+  end
+end

data/app/models/category.rb

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+class Category < ActiveRecord::Base
+  acts_as_nested_set
+  
+  belongs_to :category_record, :polymorphic => true
+  has_many :category_classifications, :dependent => :destroy
+  
+  def self.iid( internal_identifier_string )
+    where("internal_identifier = ?",internal_identifier_string.to_s).first
+  end
+  
+end

data/app/models/category_classification.rb

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+class CategoryClassification < ActiveRecord::Base
+  belongs_to :classification, :polymorphic => true
+  belongs_to :category
+end

data/app/models/compass_ae_instance.rb

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+class CompassAeInstance < ActiveRecord::Base
+  has_file_assets
+  
+  def installed_engines
+    Rails::Application::Railties.engines.map{|e| 
+      name = e.railtie_name.camelize
+      ErpBaseErpSvcs::ENGINES.include?(name) ? {:name => name, :version => ("#{name}::VERSION".constantize rescue 'N/A')} : nil
+    }.delete_if {|x| x == nil}
+  end
+  
+end

data/app/models/contact.rb

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+class Contact < ActiveRecord::Base
+    has_and_belongs_to_many :contact_purposes
+    belongs_to :party
+    belongs_to :contact_mechanism, :polymorphic => true, :dependent => :destroy
+  
+    #rather than carry our own description for the abstract -contact-, we'll
+    #delegate that call to the implementor of the -contact_mechanism- interface
+
+    def description
+        @description = contact_mechanism.description
+    end
+
+    def description=(d)
+        @description=d
+    end
+
+    #delegate our need to provide a label to scaffolds to the implementor of
+    #the -contact_mechanism- interface.
+
+    def to_label
+        "#{contact_mechanism.description}"
+    end
+
+    def summary_line
+        "#{contact_mechanism.summary_line}"
+    end
+
+    # return first contact purpose
+    def purpose
+        contact_purposes.first.description
+    end
+
+    # return all contact purposes as an array
+    def purposes
+    	p = []
+      contact_purposes.each do |cp|
+      	p << cp.description
+      end
+
+      return p
+    end
+end

data/app/models/contact_purpose.rb

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+class ContactPurpose < ActiveRecord::Base
+    acts_as_nested_set
+    acts_as_erp_type
+    
+    has_and_belongs_to_many :contacts
+end

data/app/models/contact_type.rb

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+class ContactType < ActiveRecord::Base
+    acts_as_nested_set
+end

data/app/models/currency.rb

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+class Currency < ActiveRecord::Base
+  has_many :money
+  
+  def symbol
+    major_unit_symbol
+  end
+  
+  def self.usd
+  	# Pull the usd currency from GeoCountry
+    find_by_internal_identifier("USD")
+  end
+  
+  def self.blank
+    new
+  end
+end

data/app/models/descriptive_asset.rb

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+class DescriptiveAsset < ActiveRecord::Base
+  belongs_to :view_type
+  belongs_to :described_record, :polymorphic => true
+end

data/app/models/email_address.rb

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+class EmailAddress < ActiveRecord::Base
+  has_contact
+
+  validates_format_of :email_address, :with => /\A[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]+\z/, :message => "Must be a valid email address"
+ 
+  def summary_line
+    "#{description} : #{email_address}"
+  end
+
+  def to_label
+    "#{description} : #{email_address}"
+  end
+
+
+end

data/app/models/geo_country.rb

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+class GeoCountry < ActiveRecord::Base
+  has_many :postal_addresses
+  has_many :geo_zones
+
+  validates_presence_of :name
+  validates_presence_of :iso_code_2
+  validates_presence_of :iso_code_3
+end

data/app/models/geo_zone.rb

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+class GeoZone < ActiveRecord::Base
+  belongs_to :geo_country
+  has_many :postal_addresses
+
+  validates_presence_of :geo_country_id
+  validates_presence_of :zone_code
+  validates_presence_of :zone_name
+end

data/app/models/individual.rb

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+class Individual < ActiveRecord::Base
+  require 'attr_encrypted'
+  
+  after_create  :create_party
+  after_save    :save_party
+  after_destroy :destroy_party
+
+  has_one :party, :as => :business_party
+
+  attr_encrypted :encrypted_ssn, :key => 'a secret key', :marshall => true
+  alias_attribute :unencypted_ssn, :social_security_number
+
+  def after_initialize
+    self.salt ||= Digest::SHA256.hexdigest((Time.now.to_i * rand(5)).to_s)
+  end
+
+  def social_security_number=(ssn)
+    self.ssn_last_four = ssn[-4..-1]
+    self.encrypted_ssn = Individual.encrypt_encrypted_ssn(ssn)
+    self.save
+  end
+
+  def social_security_number
+    Individual.decrypt_encrypted_ssn(self.encrypted_ssn)
+  end
+
+  alias_method :ssn, :social_security_number
+
+  def formatted_ssn_label
+    (self.ssn_last_four.blank?) ? "" : "XXX-XX-#{self.ssn_last_four}"
+  end
+
+  def self.from_registered_user( a_user )
+    ind = Individual.new
+    ind.current_first_name = a_user.first_name
+    ind.current_last_name = a_user.last_name
+  end
+
+  def self.from_registered_user( a_user )
+    ind = Individual.new
+    ind.current_first_name = a_user.first_name
+    ind.current_last_name = a_user.last_name
+
+    #this is necessary because this is where the callback creates the party instance.
+    ind.save
+
+    a_user.party = ind.party
+    a_user.save
+    ind.save
+    #this is necessary because save returns a boolean, not the saved object
+    return ind
+  end
+
+  def create_party
+    pty = Party.new
+    pty.description = [current_personal_title,current_first_name,current_last_name].join(' ').strip
+    pty.business_party = self
+    pty.save
+    self.save
+  end
+
+  def save_party
+    self.party.description = [current_personal_title,current_first_name,current_last_name].join(' ').strip
+    self.party.save
+  end
+
+  def destroy_party
+    if self.party
+      self.party.destroy
+    end
+  end
+
+  def to_label
+    "#{current_first_name} #{current_last_name}"
+  end
+end

data/app/models/iso_country_code.rb

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+class IsoCountryCode < GeoCountry
+
+  has_many :currencies, :through => :locales
+  # TODO validate identifier is iso alphabetic two digit code
+
+  def short_name
+    name
+  end
+  
+end

data/app/models/money.rb

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+class Money < ActiveRecord::Base
+  
+  belongs_to :currency
+  before_save :parse_currency_code
+
+  attr_accessor :currency_code
+
+  private 
+  
+  def parse_currency_code
+    unless currency_code.blank?
+      case currency_code.downcase
+        # Check for all iso currency types we support
+        when "usd" then self.currency = Currency.usd
+        # add additional currency types
+      end
+    end
+  end
+end

data/app/models/note.rb

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+class Note < ActiveRecord::Base
+  belongs_to :note_type
+  belongs_to :noted_record, :polymorphic => true
+  belongs_to :created_by, :class_name => 'Party', :foreign_key => 'created_by_id'
+
+  def note_type_desc
+    self.note_type.description
+  end
+
+  def summary
+    (content.length > 20) ? "#{content[0..20]}..." : content
+  end
+
+end

data/app/models/note_type.rb

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+class NoteType < ActiveRecord::Base
+  acts_as_nested_set
+  acts_as_erp_type
+
+  belongs_to :note_type_record, :polymorphic => true
+  has_many   :notes
+end

data/app/models/organization.rb

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+class Organization < ActiveRecord::Base
+	after_create  :create_party
+	after_save    :save_party
+	after_destroy :destroy_party
+	
+  has_one :party, :as => :business_party
+
+  def create_party
+    pty = Party.new
+    pty.description = self.description
+    pty.business_party = self
+    
+    pty.save
+    self.save
+  end
+    
+	def save_party
+    self.party.description = self.description
+    self.party.save
+	end
+
+  def destroy_party
+    if self.party
+	    self.party.destroy
+    end
+  end
+ 
+  def to_label
+    "#{description}"
+  end
+
+end

data/app/models/party.rb

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+class Party < ActiveRecord::Base
+  has_notes
+  
+  has_many   :contacts, :dependent => :destroy
+  has_many   :created_notes, :class_name => 'Note', :foreign_key => 'created_by_id'
+  belongs_to :business_party, :polymorphic => true
+  has_many   :party_roles, :dependent => :destroy
+	has_many   :role_types, :through => :party_roles
+	
+	attr_reader :relationships
+  attr_writer :create_relationship
+
+  # Gathers all party relationships that contain this particular party id
+  # in either the from or to side of the relationship.
+  def relationships
+    @relationships ||= PartyRelationship.where('party_id_from = ? OR party_id_to = ?', id, id)
+  end
+
+  # Creates a new PartyRelationship for this particular
+  # party instance.
+  def create_relationship(description, to_party_id)
+    PartyRelationship.create(:description => description, :party_id_from => id, :party_id_to => to_party_id)
+  end
+
+  # Callback
+	def after_destroy
+    if self.business_party
+      self.business_party.destroy
+    end
+	end
+
+  def has_phone_number?(phone_number)
+    result = nil
+    self.contacts.each do |c|
+      if c.contact_mechanism_type == 'PhoneNumber'
+        if c.contact_mechanism.phone_number == phone_number
+          result = true
+        end
+      end
+    end
+    result
+  end
+
+  def has_zip_code?(zip)
+    result = nil
+    self.contacts.each do |c|
+      if c.contact_mechanism_type == 'PostalAddress'
+        if c.contact_mechanism.zip == zip
+          result = true
+        end
+      end
+    end
+    result
+  end
+
+  # Alias for to_s
+  def to_label
+    to_s
+	end
+
+	def to_s
+    "#{description}"
+	end
+  
+
+  #************************************************************************************************
+  #** Contact Methods
+  #************************************************************************************************
+
+  def find_contact_mechanism_with_purpose(contact_mechanism_class, contact_purpose)
+    contact_mechanism = nil
+
+    contact = self.find_contact_with_purpose(contact_mechanism_class, contact_purpose)
+    contact_mechanism = contact.contact_mechanism unless contact.nil?
+
+    contact_mechanism
+  end
+
+  def find_contact_with_purpose(contact_mechanism_class, contact_purpose)
+    contact = nil
+
+    #if a symbol or string was passed get the model
+    unless contact_purpose.is_a? ContactPurpose
+      contact_purpose = ContactPurpose.find_by_internal_identifier(contact_purpose.to_s)
+    end
+
+    contact = self.find_contact(contact_mechanism_class, nil, [contact_purpose])
+    
+    contact
+  end
+
+  def find_all_contacts_by_contact_mechanism(contact_mechanism_class)
+    table_name = contact_mechanism_class.name.tableize
+
+    contacts = self.contacts.joins("inner join #{table_name} on #{table_name}.id = contact_mechanism_id and contact_mechanism_type = '#{contact_mechanism_class.name}'")
+
+    contacts.collect(&:contact_mechanism)
+  end
+
+  def find_contact(contact_mechanism_class, contact_mechanism_args={}, contact_purposes=[])
+    conditions = ''
+
+    table_name = contact_mechanism_class.name.tableize
+
+    contact_mechanism_args.each do |key, value|
+      next if key == 'updated_at' or key == 'created_at' or key == 'id'
+      conditions += " #{table_name}.#{key} = '#{value}' and" unless value.nil?
+    end unless contact_mechanism_args.nil?
+
+    conditions = conditions[0..conditions.length - 5] unless conditions == ''
+    
+    self.contacts.joins("inner join #{table_name} on #{table_name}.id = contact_mechanism_id and contact_mechanism_type = '#{contact_mechanism_class.name}'
+                                   inner join contact_purposes_contacts on contact_purposes_contacts.contact_id = contacts.id
+                                   and contact_purposes_contacts.contact_purpose_id in (#{contact_purposes.collect{|item| item.attributes["id"]}.join(',')})").where(conditions).first
+  end
+
+  # looks for contacts matching on value and purpose
+  # if a contact exists, it updates, if not, it adds it
+  def add_contact(contact_mechanism_class, contact_mechanism_args={}, contact_purposes=[])
+    contact_purposes = [contact_purposes] if !contact_purposes.kind_of?(Array) # gracefully handle a single purpose not in an array
+    contact = find_contact(contact_mechanism_class, contact_mechanism_args, contact_purposes)
+    if contact.nil?
+      contact_mechanism = contact_mechanism_class.new(contact_mechanism_args)
+      contact_mechanism.contact.party = self
+      contact_mechanism.contact.contact_purposes = contact_purposes
+      contact_mechanism.contact.save
+      contact_mechanism.save
+
+      self.contacts << contact_mechanism.contact
+    else
+      contact_mechanism = update_contact(contact_mechanism_class, contact, contact_mechanism_args)
+    end
+    
+    contact_mechanism
+  end
+
+  # tries to update contact by purpose
+  # if contact doesn't exist, it adds it
+  def update_or_add_contact_with_purpose(contact_mechanism_class, contact_purpose, contact_mechanism_args)
+    if return_value = update_contact_with_purpose(contact_mechanism_class, contact_purpose, contact_mechanism_args)
+      return_value
+    else
+      add_contact(contact_mechanism_class, contact_mechanism_args, [contact_purpose])
+    end
+  end
+  
+  # looks for a contact matching on purpose
+  # if it exists, it updates it, if not returns false
+  def update_contact_with_purpose(contact_mechanism_class, contact_purpose, contact_mechanism_args)
+    contact = find_contact_with_purpose(contact_mechanism_class, contact_purpose)
+    contact.nil? ? false : update_contact(contact_mechanism_class, contact, contact_mechanism_args)
+  end
+
+  def update_contact(contact_mechanism_class, contact, contact_mechanism_args)
+    contact_mechanism_class.update(contact.contact_mechanism, contact_mechanism_args)
+  end
+
+  def get_contact_by_method(m)
+    method_name = m.split('_')
+    return nil if method_name.size < 3 or method_name.size > 4
+    # handles 1 or 2 segment contact purposes (i.e. home or employment_offer)
+    # contact mechanism must be 2 segments, (i.e. email_address, postal_address, phone_number)
+    if method_name.size == 4
+      purpose = method_name[0] + '_' + method_name[1]
+      klass = method_name[2] + '_' + method_name[3]
+    else
+      purpose = method_name[0]
+      klass = method_name[1] + '_' + method_name[2]
+    end
+    
+    contact_purpose = ContactPurpose.find_by_internal_identifier(purpose)
+    if contact_purpose.nil? or !Object.const_defined?(klass.camelize)
+      return nil
+    else
+      find_contact_mechanism_with_purpose(klass.camelize.constantize, contact_purpose)
+    end
+  end
+
+  def respond_to?(m)
+    ((get_contact_by_method(m.to_s).nil? ? super : true)) rescue super
+  end
+  
+  def method_missing(m, *args, &block)
+    value = get_contact_by_method(m.to_s)
+    (value.nil?) ? super : (return value)
+  end
+  
+  #************************************************************************************************
+  #** End
+  #************************************************************************************************
+end

data/app/models/party_relationship.rb

@@ -0,0 +1,9 @@
+class PartyRelationship < ActiveRecord::Base
+
+    belongs_to :from_party, :class_name => "Party",   :foreign_key => "party_id_from"
+    belongs_to :to_party,   :class_name => "Party",   :foreign_key => "party_id_to"
+    belongs_to :from_role, :class_name => "RoleType", :foreign_key => "role_type_id_from"
+    belongs_to :to_role,   :class_name => "RoleType", :foreign_key => "role_type_id_to"
+    belongs_to :relationship_type, :class_name => "RelationshipType"
+
+end

data/app/models/party_role.rb

@@ -0,0 +1,8 @@
+class PartyRole < ActiveRecord::Base
+    belongs_to :party, :class_name => "Party", :foreign_key => "party_id"
+    belongs_to :role_type, :class_name => "RoleType", :foreign_key => "role_type_id"
+
+    def to_label
+        self.role_type.description
+    end
+end

data/app/models/phone_number.rb

@@ -0,0 +1,16 @@
+class PhoneNumber < ActiveRecord::Base
+  has_contact
+  
+	def summary_line
+		"#{description} : #{phone_number}"
+	end
+
+  def eql_to?(phone)
+    self.phone_number.reverse.gsub(/[^0-9]/,"")[0..9] == phone.reverse.gsub(/[^0-9]/,"")[0..9]
+  end
+
+	def to_label
+		"#{description} : #{phone_number}"
+	end
+
+end

data/app/models/postal_address.rb

@@ -0,0 +1,19 @@
+class PostalAddress < ActiveRecord::Base
+  has_contact
+  
+  belongs_to :geo_country
+  belongs_to :geo_zone
+
+	def summary_line
+		"#{description} : #{address_line_1}, #{city}"
+	end
+	
+	def to_label
+		"#{description} : #{address_line_1}, #{city}"    
+	end
+
+  def zip_eql_to?(zip)
+    self.zip.downcase.gsub(/[^a-zA-Z0-9]/, "")[0..4] == zip.to_s.downcase.gsub(/[^a-zA-Z0-9]/,"")[0..4]
+  end
+
+end

data/app/models/relationship_type.rb

@@ -0,0 +1,7 @@
+class RelationshipType < ActiveRecord::Base
+    acts_as_nested_set
+    acts_as_erp_type
+    
+    belongs_to :valid_from_role, :class_name => "RoleType", :foreign_key => "valid_from_role_type_id"
+    belongs_to :valid_to_role,   :class_name => "RoleType", :foreign_key => "valid_to_role_type_id"
+end

data/app/models/role_type.rb

@@ -0,0 +1,7 @@
+class RoleType < ActiveRecord::Base
+  acts_as_nested_set
+  acts_as_erp_type
+    
+  has_many :party_roles
+  has_many :parties, :through => :party_roles
+end

data/app/models/valid_note_type.rb

@@ -0,0 +1,4 @@
+class ValidNoteType < ActiveRecord::Base
+  belongs_to :note_type
+  belongs_to :valid_note_record, :polymorphic => true
+end

data/app/models/view_type.rb

@@ -0,0 +1,3 @@
+class ViewType < ActiveRecord::Base
+  has_many :descriptive_assets
+end

data/app/views/layouts/erp_base_erp_svcs/application.html.erb

@@ -0,0 +1,14 @@
+<!DOCTYPE html>
+<html>
+<head>
+  <title>ErpBaseErpSvcs</title>
+  <%= stylesheet_link_tag    "erp_base_erp_svcs/application" %>
+  <%= javascript_include_tag "erp_base_erp_svcs/application" %>
+  <%= csrf_meta_tags %>
+</head>
+<body>
+
+<%= yield %>
+
+</body>
+</html>

data/config/initializers/erp_base_erp_svcs.rb

@@ -0,0 +1,4 @@
+Rails.application.config.erp_base_erp_svcs.configure do |config|
+  config.compass_ae_extensions_directory = 'compass_ae_extensions'
+end
+Rails.application.config.erp_base_erp_svcs.configure!