#The MIT License (MIT) # #Copyright (c) 2016 - 2026 rick barrette # #Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: # #The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. # #THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. class Customer < QboBaseModel include Redmine::Acts::Searchable include Redmine::Acts::Event has_many :issues has_many :invoices has_many :estimates validates_presence_of :name before_validation :normalize_phone_numbers self.primary_key = :id qbo_sync push: true acts_as_searchable columns: %w[name phone_number mobile_phone_number ], scope: ->(_context) { left_joins(:project) }, date_column: :updated_at acts_as_event :title => Proc.new {|o| "#{o}"}, :url => Proc.new {|o| { :controller => 'customers', :action => 'show', :id => o.id} }, :type => :to_s, :description => Proc.new {|o| "#{I18n.t :label_primary_phone}: #{o.phone_number} #{I18n.t:label_mobile_phone}: #{o.mobile_phone_number}"}, :datetime => Proc.new {|o| o.updated_at || o.created_at} # Returns the customer's email address def email details return @details&.email_address&.address end # Updates the customer's email address def email=(s) details @details.email_address = s end # Customers are not bound by a project # but we need to implement this method for the Redmine::Acts::Searchable interface def project nil end # returns the customer's mobile phone def mobile_phone details return @details&.mobile_phone&.free_form_number end # Updates the custome's mobile phone number def mobile_phone=(n) details pn = Quickbooks::Model::TelephoneNumber.new pn.free_form_number = n @details.mobile_phone = pn end # Updates Both local DB name & QBO display_name def name=(s) details @details.display_name = s super end # Normalizes phone numbers by removing non-digit characters. This method is called before validation to ensure that phone numbers are stored in a consistent format, which can help with searching and integration with external systems like QuickBooks Online. def normalize_phone_numbers self.phone_number = phone_number.to_s.gsub(/\D/, '') if phone_number.present? self.mobile_phone_number = mobile_phone_number.to_s.gsub(/\D/, '') if mobile_phone_number.present? end # Sets the notes for the customer def notes=(s) details @details.notes = s end # returns the customer's primary phone def primary_phone details return @details&.primary_phone&.free_form_number end # Updates the customer's primary phone number def primary_phone=(n) details pn = Quickbooks::Model::TelephoneNumber.new pn.free_form_number = n @details.primary_phone = pn end # Seach for customers by name or phone number def self.search(search) #return none if search.blank? search = sanitize_sql_like(search) where("name LIKE ? OR phone_number LIKE ? OR mobile_phone_number LIKE ?", "%#{search}%", "%#{search}%", "%#{search}%") end # Override the defult redmine seach method to rank results by id def self.search_result_ranks_and_ids(tokens, user, project = nil, options = {}) return {} if tokens.blank? scope = self.all tokens.each do |token| scope = scope.search(token) end ids = scope.distinct.limit(options[:limit] || 100).pluck(:id) ids.index_with { |id| id } end # returns a human readable string def to_s last4 = phone_number&.last(4) last4.present? ? "#{name} - #{last4}" : name.to_s end end