Class: Contact

Inherits:
ActiveRecord::Base
  • Object
show all
Defined in:
app/models/entities/contact.rb

Overview

Copyright © 2008-2013 Michael Dvorkin and contributors.

Fat Free CRM is freely distributable under the terms of MIT license. See MIT-LICENSE file or www.opensource.org/licenses/mit-license.php

Schema Information

Table name: contacts

id              :integer         not null, primary key
user_id         :integer
lead_id         :integer
assigned_to     :integer
reports_to      :integer
first_name      :string(64)      default(""), not null
last_name       :string(64)      default(""), not null
access          :string(8)       default("Public")
title           :string(64)
department      :string(64)
source          :string(32)
email           :string(64)
alt_email       :string(64)
phone           :string(32)
mobile          :string(32)
fax             :string(32)
blog            :string(128)
linkedin        :string(128)
facebook        :string(128)
twitter         :string(128)
born_on         :date
do_not_call     :boolean         default(FALSE), not null
deleted_at      :datetime
created_at      :datetime
updated_at      :datetime
background_info :string(255)

Class Method Summary collapse

Instance Method Summary collapse

Class Method Details

.create_for(model, account, opportunity, params) ⇒ Object

Class methods.



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# File 'app/models/entities/contact.rb', line 177

def self.create_for(model, , opportunity, params)
  attributes = {
    lead_id:     model.id,
    user_id:     params[:account][:user_id] || .user_id,
    assigned_to: params[:account][:assigned_to],
    access:      params[:access]
  }
  %w[first_name last_name title source email alt_email phone mobile blog linkedin facebook twitter zoom teams signal instagram mastodon bluesky do_not_call background_info].each do |name|
    attributes[name] = model.send(name.intern)
  end

  contact = Contact.new(attributes)

  # Set custom fields.
  if model.class.respond_to?(:fields)
    model.class.fields.each do |field|
      contact.send "#{field.name}=", model.send(field.name) if contact.respond_to?(field.name)
    end
  end

  contact.business_address = Address.new(street1: model.business_address.street1, street2: model.business_address.street2, city: model.business_address.city, state: model.business_address.state, zipcode: model.business_address.zipcode, country: model.business_address.country, full_address: model.business_address.full_address, address_type: "Business") unless model.business_address.nil?

  # Save the contact only if the account and the opportunity have no errors.
  if .errors.empty? && opportunity.errors.empty?
    # Note: contact.account = account doesn't seem to work here.
    contact. = AccountContact.new(account: , contact: contact) unless .id.blank?
    if contact.access != "Lead" || model.nil?
      contact.save
    else
      contact.save_with_model_permissions(model)
    end
    contact.opportunities << opportunity unless opportunity.id.blank? # must happen after contact is saved
  end
  contact
end

.first_name_position ⇒ Object 



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# File 'app/models/entities/contact.rb', line 126

def self.first_name_position
  "before"
end

.per_page ⇒ Object

Default values provided through class methods.



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# File 'app/models/entities/contact.rb', line 122

def self.per_page
  20
end

Instance Method Details

#attach!(attachment) ⇒ Object

Attach given attachment to the contact if it hasn’t been attached already.



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# File 'app/models/entities/contact.rb', line 161

def attach!(attachment)
  send(attachment.class.name.tableize) << attachment unless send("#{attachment.class.name.downcase}_ids").include?(attachment.id)
end

#discard!(attachment) ⇒ Object

Discard given attachment from the contact.



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# File 'app/models/entities/contact.rb', line 167

def discard!(attachment)
  if attachment.is_a?(Task)
    attachment.update_attribute(:asset, nil)
  else # Opportunities
    send(attachment.class.name.tableize).delete(attachment)
  end
end

#full_name(format = nil) ⇒ Object Also known as: name 



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# File 'app/models/entities/contact.rb', line 131

def full_name(format = nil)
  if format.nil? || format == "before"
    "#{first_name} #{last_name}"
  else
    "#{last_name}, #{first_name}"
  end
end

#save_with_account_and_permissions(params) ⇒ Object

Backend handler for [Create New Contact] form (see contact/create).



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# File 'app/models/entities/contact.rb', line 142

def (params)
  (params)
  result = save
  opportunities << Opportunity.find(params[:opportunity]) unless params[:opportunity].blank?
  result
end

#update_with_account_and_permissions(params) ⇒ Object

Backend handler for [Update Contact] form (see contact/update).



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# File 'app/models/entities/contact.rb', line 151

def (params)
  (params)
  # Must set access before user_ids, because user_ids= method depends on access value.
  self.access = params[:contact][:access] if params[:contact][:access]
  self.attributes = params[:contact]
  save
end