erp_base_erp_svcs 3.1.5 → 4.0.0

checksums.yaml

@@ -0,0 +1,7 @@
+---
+SHA1:
+  metadata.gz: dd247b66200f776ec62392398963b75b67626880
+  data.tar.gz: 176c47d90d2e3a9eb81c55f38b3a8846123eb394
+SHA512:
+  metadata.gz: 2472e8d50fda6d0985bda2a6667084c279aeb0c7e107f653741b3b063a69a64f70c3afd3bda3941ed042d964aa9335be6cfd8918bf7d03facad8b5f155bb2f18
+  data.tar.gz: a98dfed15080b6c737197eec3eae14fd7620a853a2fe1eb4e360a2fabdfc40d5fa23fd8a6591d0cd5fd177e42f5d0cc64a83c6e17e165f47c2c77a28da46e68b

data/app/controllers/erp_base_erp_svcs/shared/units_of_measurement_controller.rb

@@ -0,0 +1,32 @@
+module ErpBaseErpSvcs
+  module Shared
+    class UnitsOfMeasurementController < ::ErpApp::Organizer::BaseController
+
+      def index
+        offset = params[:start] || 0
+        limit = params[:limit] || 25
+        query_filter = params[:query_filter].blank? ? nil : params[:query_filter].strip
+
+        uom_tbl = UnitOfMeasurement.arel_table
+        statement = UnitOfMeasurement.order('created_at asc')
+
+        unless query_filter.blank?
+          statement = statement.where(uom_tbl[:description].matches(query_filter + '%'))
+        end
+
+        # Get total count of records
+        total = statement.count
+
+        # Apply limit and offset
+        units_of_measurement = statement.offset(offset).limit(limit)
+
+        render :json => {:success => true, :total => total, :units_of_measurement => units_of_measurement.collect { |uom| uom.to_hash(:only => [:id, :description, :created_at, :updated_at]) }}
+
+      end
+
+      #TODO - implement show, update, delete
+
+    end #UnitsOfMeasurementController
+  end #Shared
+end #ErpBaseErpSvcs
+

data/app/models/compass_ae_instance.rb

@@ -9,6 +9,7 @@ class CompassAeInstance < ActiveRecord::Base
       where('role_type_id = ?', RoleType.compass_ae_instance_owner.id)
     end
   end
+  validates :guid, :uniqueness => true
   validates :internal_identifier, :presence => {:message => 'internal_identifier cannot be blank'}, :uniqueness => {:case_sensitive => false}
 
   def installed_engines
@@ -33,4 +34,5 @@ class CompassAeInstance < ActiveRecord::Base
     set_guid(guid)
     guid
   end
+
 end

data/app/models/contact.rb

@@ -26,6 +26,10 @@ class Contact < ActiveRecord::Base
   def summary_line
     "#{contact_mechanism.summary_line}"
   end
+  
+  def is_primary?
+    self.is_primary
+  end
 
   # return first contact purpose
   def purpose

data/app/models/email_address.rb

@@ -10,8 +10,11 @@ class EmailAddress < ActiveRecord::Base
   end
 
   def to_label
-    "#{description} : #{email_address}"
+    "#{description} : #{to_s}"
   end
 
+  def to_s
+    "#{email_address}"
+  end
 
 end

data/app/models/facility.rb

@@ -0,0 +1,12 @@
+class Facility < ActiveRecord::Base
+  attr_protected :created_at, :updated_at
+
+  acts_as_fixed_asset
+
+  #Allow for polymorphic associated subclsses of Facility
+  belongs_to :facility_record, :polymorphic => true
+  belongs_to :facility_type
+
+  belongs_to :postal_address
+
+end

data/app/models/facility_type.rb

@@ -0,0 +1,8 @@
+class FacilityType < ActiveRecord::Base
+  attr_protected :created_at, :updated_at
+
+  acts_as_nested_set
+  include ErpTechSvcs::Utils::DefaultNestedSetMethods
+
+  has_many :facilities
+end

data/app/models/fixed_asset.rb

@@ -0,0 +1,8 @@
+class FixedAsset < ActiveRecord::Base
+  attr_protected :created_at, :updated_at
+
+  belongs_to :fixed_asset_type
+  belongs_to :fixed_asset_record, :polymorphic => true
+  has_many :fixed_asset_party_roles
+
+end

data/app/models/fixed_asset_party_role.rb

@@ -0,0 +1,8 @@
+class FixedAssetPartyRole < ActiveRecord::Base
+  attr_protected :created_at, :updated_at
+
+  belongs_to :fixed_asset
+  belongs_to :party
+  belongs_to :role_type
+
+end

data/app/models/fixed_asset_type.rb

@@ -0,0 +1,9 @@
+class FixedAssetType < ActiveRecord::Base
+  attr_protected :created_at, :updated_at
+
+  acts_as_nested_set
+  include ErpTechSvcs::Utils::DefaultNestedSetMethods
+
+  has_many :fixed_assets
+
+end

data/app/models/individual.rb

@@ -1,10 +1,10 @@
 class Individual < ActiveRecord::Base
   attr_protected :created_at, :updated_at
-  
+
   require 'attr_encrypted'
-  
-  after_create  :create_party
-  after_save    :save_party
+
+  after_create :create_party
+  after_save :save_party
   after_destroy :destroy_party
 
   has_one :party, :as => :business_party
@@ -32,13 +32,7 @@ class Individual < ActiveRecord::Base
     (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 )
+  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
@@ -55,15 +49,17 @@ class Individual < ActiveRecord::Base
 
   def create_party
     pty = Party.new
-    pty.description = [current_personal_title,current_first_name,current_last_name].join(' ').strip
+    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
+    if self.party.description.blank? && (!current_first_name.blank? && !current_last_name.blank?)
+      self.party.description = [current_personal_title, current_first_name, current_last_name].join(' ').strip
+      self.party.save
+    end
   end
 
   def destroy_party

data/app/models/party.rb

@@ -2,49 +2,69 @@ class Party < ActiveRecord::Base
   attr_protected :created_at, :updated_at
 
   has_notes
-    
-  has_many   :contacts, :dependent => :destroy
-  has_many   :created_notes, :class_name => 'Note', :foreign_key => 'created_by_id'
+
+  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 #role_types
-	has_many   :role_types, :through => :party_roles
+  has_many :party_roles, :dependent => :destroy #role_types
+  has_many :role_types, :through => :party_roles
 
-  after_destroy :destroy_business_party
+  after_destroy :destroy_business_party, :destroy_party_relationships
 
-	attr_reader :relationships
+  attr_reader :relationships
   attr_writer :create_relationship
 
+  # serialize ExtJs attributes
+  is_json :custom_fields
+  
   # 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
 
+  def to_relationships
+    @relationships ||= PartyRelationship.where('party_id_to = ?', id)
+  end
+
+  def from_relationships
+    @relationships ||= PartyRelationship.where('party_id_from = ?', id)
+  end
+
   def find_relationships_by_type(relationship_type_iid)
     PartyRelationship.includes(:relationship_type).
-                      where('party_id_from = ? or party_id_to = ?', id, id).
-                      where('relationship_types.internal_identifier' => relationship_type_iid.to_s)
+        where('party_id_from = ? or party_id_to = ?', id, id).
+        where('relationship_types.internal_identifier' => relationship_type_iid.to_s)
   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)
+  def create_relationship(description, to_party_id, reln_type)
+    PartyRelationship.create(:description => description,
+                             :relationship_type => reln_type,
+                             :party_id_from => id,
+                             :from_role => reln_type.valid_from_role,
+                             :party_id_to => to_party_id,
+                             :to_role => reln_type.valid_to_role)
   end
 
-  # Callback
-	def destroy_business_party
+  # Callbacks
+  def destroy_business_party
     if self.business_party
       self.business_party.destroy
     end
-	end
+  end
+
+  def destroy_party_relationships
+    PartyRelationship.destroy_all("party_id_from = #{id} or party_id_to = #{id}")
+  end
 
   def has_role_type?(*passed_roles)
     result = false
     passed_roles.flatten!
     passed_roles.each do |role|
-      role_iid = role.is_a?(RoleType) ?  role.internal_identifier : role.to_s
+      role_iid = role.is_a?(RoleType) ? role.internal_identifier : role.to_s
       self.role_types.each do |this_role|
         result = true if (this_role.internal_identifier == role_iid)
         break if result
@@ -81,37 +101,101 @@ class Party < ActiveRecord::Base
   # Alias for to_s
   def to_label
     to_s
-	end
+  end
 
-	def to_s
+  def to_s
     "#{description}"
-	end
-  
+  end
 
   #************************************************************************************************
   #** Contact Methods
   #************************************************************************************************
 
-  def find_contact_mechanism_with_purpose(contact_mechanism_class, contact_purpose)
+  def primary_phone_number
     contact_mechanism = nil
 
-    contact = self.find_contact_with_purpose(contact_mechanism_class, contact_purpose)
+    contact = self.get_primary_contact(PhoneNumber)
     contact_mechanism = contact.contact_mechanism unless contact.nil?
 
     contact_mechanism
   end
 
-  def find_contact_with_purpose(contact_mechanism_class, contact_purpose)
-    contact = nil
+  alias primary_phone primary_phone_number
+
+  def primary_phone_number=(phone_number)
+    self.set_primary_contact(PhoneNumber, phone_number)
+  end
+
+  alias primary_phone= primary_phone_number=
+
+  def primary_email_address
+    contact_mechanism = nil
+
+    contact = self.get_primary_contact(EmailAddress)
+    contact_mechanism = contact.contact_mechanism unless contact.nil?
+
+    contact_mechanism
+  end
+
+  alias primary_email primary_email_address
+
+  def primary_email_address=(email_address)
+    self.set_primary_contact(EmailAddress, email_address)
+  end
+
+  alias primary_email= primary_email_address=
 
+  def primary_postal_address
+    contact_mechanism = nil
+
+    contact = self.get_primary_contact(PostalAddress)
+    contact_mechanism = contact.contact_mechanism unless contact.nil?
+
+    contact_mechanism
+  end
+
+  alias primary_address primary_postal_address
+
+  def primary_postal_address=(postal_address)
+    self.set_primary_contact(PostalAddress, postal_address)
+  end
+
+  alias primary_address= primary_postal_address=
+
+  def set_primary_contact(contact_mechanism_class, contact_mechanism_instance)
+    # set is_primary to false for any current primary contacts of this type
+    primary_contact_mechanism = get_primary_contact(contact_mechanism_class)
+    if primary_contact_mechanism
+      primary_contact_mechanism.is_primary = false
+      primary_contact_mechanism.save
+    end
+
+    contact_mechanism_instance.is_primary = true
+    contact_mechanism_instance.save
+
+    contact_mechanism_instance
+  end
+
+  def get_primary_contact(contact_mechanism_class)
+    table_name = contact_mechanism_class.name.tableize
+
+    self.contacts.joins("inner join #{table_name} on #{table_name}.id = contact_mechanism_id and contact_mechanism_type = '#{contact_mechanism_class.name}'")
+    .where('contacts.is_primary = ?', true).readonly(false).first
+  end
+
+  def find_contact_mechanism_with_purpose(contact_mechanism_class, contact_purpose)
+    contact = self.find_contact_with_purpose(contact_mechanism_class, contact_purpose)
+
+    contact.contact_mechanism unless contact.nil?
+  end
+
+  def find_contact_with_purpose(contact_mechanism_class, contact_purpose)
     #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
+    self.find_contact(contact_mechanism_class, nil, [contact_purpose])
   end
 
   def find_all_contacts_by_contact_mechanism(contact_mechanism_class)
@@ -124,13 +208,13 @@ class Party < ActiveRecord::Base
 
   def find_contact(contact_mechanism_class, contact_mechanism_args={}, contact_purposes=[])
     table_name = contact_mechanism_class.name.tableize
-  
+
     query = 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(',')})")
- 
+                                   and contact_purposes_contacts.contact_purpose_id in (#{contact_purposes.collect { |item| item.attributes["id"] }.join(',')})")
+
     contact_mechanism_args.each do |key, value|
-      next if key == 'updated_at' or key == 'created_at' or key == 'id'
+      next if key == 'updated_at' or key == 'created_at' or key == 'id' or key == 'is_primary'
       query = query.where("#{table_name}.#{key} = ?", value) unless value.nil?
     end unless contact_mechanism_args.nil?
 
@@ -140,34 +224,33 @@ class Party < ActiveRecord::Base
   # 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=[])
+    is_primary = contact_mechanism_args['is_primary']
     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_args.delete_if{|k,v| ['created_at','updated_at'].include? k.to_s}
-      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_args.delete_if { |k, v| ['created_at', 'updated_at', 'is_primary'].include? k.to_s }
+    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
+
+    set_primary_contact(contact_mechanism_class, contact_mechanism) if is_primary
+
     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])
+    contact_mechanism = update_contact_with_purpose(contact_mechanism_class, contact_purpose, contact_mechanism_args)
+
+    unless contact_mechanism
+      contact_mechanism = add_contact(contact_mechanism_class, contact_mechanism_args, [contact_purpose])
     end
+
+    contact_mechanism
   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)
@@ -176,7 +259,11 @@ class Party < ActiveRecord::Base
   end
 
   def update_contact(contact_mechanism_class, contact, contact_mechanism_args)
+    set_primary_contact(contact_mechanism_class, contact.contact_mechanism) if contact_mechanism_args[:is_primary] == true
+
     contact_mechanism_class.update(contact.contact_mechanism, contact_mechanism_args)
+
+    contact.contact_mechanism
   end
 
   def get_contact_by_method(m)
@@ -210,7 +297,7 @@ class Party < ActiveRecord::Base
   def respond_to?(m, include_private_methods = false)
     (super ? true : get_contact_by_method(m.to_s)) rescue super
   end
-  
+
   def method_missing(m, *args, &block)
     if self.respond_to?(m)
       value = get_contact_by_method(m.to_s)
@@ -219,7 +306,7 @@ class Party < ActiveRecord::Base
       super
     end
   end
-  
+
   #************************************************************************************************
   #** End
   #************************************************************************************************