# == Schema Information # # Table name: templates # # id :integer not null, primary key # archived :boolean # customization_of :integer # description :text # is_default :boolean # links :text default({"funder"=>[], "sample_plan"=>[]}) # locale :string # published :boolean # title :string # version :integer # visibility :integer # created_at :datetime # updated_at :datetime # family_id :integer # org_id :integer # # Indexes # # index_templates_on_customization_of_and_version_and_org_id (customization_of,version,org_id) UNIQUE # index_templates_on_family_id (family_id) # index_templates_on_family_id_and_version (family_id,version) UNIQUE # index_templates_on_org_id (org_id) # template_organisation_dmptemplate_index (org_id,family_id) # # Foreign Keys # # fk_rails_... (org_id => orgs.id) # class Template < ActiveRecord::Base include GlobalHelpers include ValidationMessages include ValidationValues validates_with TemplateLinksValidator # Stores links as an JSON object: { funder: [{"link":"www.example.com","text":"foo"}, ...], sample_plan: [{"link":"www.example.com","text":"foo"}, ...]} # The links is validated against custom validator allocated at validators/template_links_validator.rb serialize :links, JSON # ================ # = Associations = # ================ belongs_to :org has_many :plans has_many :phases, dependent: :destroy has_many :sections, through: :phases has_many :questions, through: :sections has_many :annotations, through: :questions # =============== # = Validations = # =============== validates :title, presence: { message: PRESENCE_MESSAGE } validates :org, presence: { message: PRESENCE_MESSAGE } validates :locale, presence: { message: PRESENCE_MESSAGE } validates :version, presence: { message: PRESENCE_MESSAGE }, uniqueness: { message: UNIQUENESS_MESSAGE, scope: :family_id } validates :visibility, presence: { message: PRESENCE_MESSAGE } validates :family_id, presence: { message: PRESENCE_MESSAGE } # ============= # = Callbacks = # ============= before_validation :set_defaults after_update :reconcile_published, if: -> (template) { template.published? } # ========== # = Scopes = # ========== scope :archived, -> { where(archived: true) } scope :unarchived, -> { where(archived: false) } scope :default, -> { where(is_default: true, published: true).last } scope :published, -> (family_id = nil) { if family_id.present? unarchived.where(published: true, family_id: family_id) else unarchived.where(published: true) end } # Retrieves the latest templates, i.e. those with maximum version associated. # It can be filtered down if family_id is passed. NOTE, the template objects # instantiated only contain version and family attributes populated. See # Template::latest_version scope method for an adequate instantiation of # template instances. scope :latest_version_per_family, -> (family_id = nil) { chained_scope = unarchived.select("MAX(version) AS version", :family_id) if family_id.present? chained_scope = chained_scope.where(family_id: family_id) end chained_scope.group(:family_id) } scope :latest_customized_version_per_customised_of, -> (customization_of=nil, org_id = nil) { chained_scope = select("MAX(version) AS version", :customization_of) chained_scope = chained_scope.where(customization_of: customization_of) if org_id.present? chained_scope = chained_scope.where(org_id: org_id) end chained_scope.group(:customization_of) } # Retrieves the latest templates, i.e. those with maximum version associated. # It can be filtered down if family_id is passed scope :latest_version, -> (family_id = nil) { unarchived.from(latest_version_per_family(family_id), :current) .joins(<<~SQL) INNER JOIN templates ON current.version = templates.version AND current.family_id = templates.family_id INNER JOIN orgs ON orgs.id = templates.org_id SQL } # Retrieves the latest customized versions, i.e. those with maximum version # associated for a set of family_id and an org scope :latest_customized_version, -> (family_id = nil, org_id = nil) { unarchived .from(latest_customized_version_per_customised_of(family_id, org_id), :current) .joins(<<~SQL) INNER JOIN templates ON current.version = templates.version AND current.customization_of = templates.customization_of INNER JOIN orgs ON orgs.id = templates.org_id SQL .where(templates: { org_id: org_id }) } # Retrieves the latest templates, i.e. those with maximum version associated # for a set of org_id passed scope :latest_version_per_org, -> (org_id = nil) { if org_id.respond_to?(:each) family_ids = families(org_id).pluck(:family_id) else family_ids = families([org_id]).pluck(:family_id) end latest_version(family_ids) } # Retrieve all of the latest customizations for the specified org scope :latest_customized_version_per_org, -> (org_id=nil) { family_ids = families(org_id).pluck(:family_id) latest_customized_version(family_ids, org_id) } # Retrieves templates with distinct family_id. It can be filtered down if # org_id is passed scope :families, -> (org_id=nil) { if org_id.respond_to?(:each) unarchived.where(org_id: org_id, customization_of: nil).distinct else unarchived.where(customization_of: nil).distinct end } # Retrieves the latest version of each customizable funder template (and the # default template) scope :latest_customizable, -> { family_ids = families(Org.funder.collect(&:id)).distinct.pluck(:family_id) << default.family_id published(family_ids.flatten).where('visibility = ? OR is_default = ?', visibilities[:publicly_visible], true) } # Retrieves unarchived templates with public visibility scope :publicly_visible, -> { unarchived.where(visibility: visibilities[:publicly_visible]) } # Retrieves unarchived templates with organisational visibility scope :organisationally_visible, -> { unarchived.where(visibility: visibilities[:organisationally_visible]) } # Retrieves unarchived templates whose title or org.name includes the term # passed scope :search, -> (term) { unarchived.where("templates.title LIKE :term OR orgs.name LIKE :term", { term: "%#{term}%" }) } # A standard template should be organisationally visible. Funder templates that are # meant for external use will be publicly visible. This allows a funder to create 'funder' as # well as organisational templates. The default template should also always be publicly_visible enum visibility: [:organisationally_visible, :publicly_visible] # defines the export setting for a template object has_settings :export, class_name: 'Settings::Template' do |s| s.key :export, defaults: Settings::Template::DEFAULT_SETTINGS end validates :org, :title, presence: {message: _("can't be blank")} # Class methods gets defined within this class << self def current(family_id) unarchived.where(family_id: family_id).order(version: :desc).first end def live(family_id) if family_id.respond_to?(:each) unarchived.where(family_id: family_id, published: true) else unarchived.where(family_id: family_id, published: true).first end end def find_or_generate_version!(template) if template.latest? && template.generate_version? template.generate_version! elsif template.latest? && !template.generate_version? template else raise _('A historical template cannot be retrieved for being modified') end end end # Creates a copy of the current template # raises ActiveRecord::RecordInvalid when save option is true and validations fails def deep_copy(attributes: {}, **options) copy = self.dup if attributes.respond_to?(:each_pair) attributes.each_pair{ |attribute, value| copy.send("#{attribute}=".to_sym, value) if copy.respond_to?("#{attribute}=".to_sym) } end copy.save! if options.fetch(:save, false) options[:template_id] = copy.id self.phases.each{ |phase| copy.phases << phase.deep_copy(options) } return copy end # Retrieves the template's org or the org of the template this one is derived # from of it is a customization def base_org if self.customization_of.present? return Template.where(family_id: self.customization_of).first.org else return self.org end end # Returns whether or not this is the latest version of the current template's family def latest? return (self.id == Template.latest_version(self.family_id).pluck(:id).first) end # Determines whether or not a new version should be generated def generate_version? return self.published end # Determines whether or not a customization for the customizing_org passed should be generated def customize?(customizing_org) if customizing_org.is_a?(Org) && (self.org.funder_only? || self.is_default) return !Template.unarchived.where(customization_of: self.family_id, org: customizing_org).exists? end return false end # Determines whether or not a customized template should be upgraded def upgrade_customization? if self.customization_of.present? funder_template = Template.published(self.customization_of).select(:created_at).first if funder_template.present? return funder_template.created_at > self.created_at end end return false end # Checks to see if the template family has a published version and if its not the current template def draft? return !self.published && Template.published(self.family_id).length > 0 end def removable? versions = Template.includes(:plans).where(family_id: self.family_id) return versions.select{|version| version.plans.length > 0 }.empty? end # Returns a new unpublished copy of self with a new family_id, version = zero for the specified org def generate_copy!(org) raise _('generate_copy! requires an organisation target') unless org.is_a?(Org) # Assume customizing_org is persisted template = deep_copy( attributes: { version: 0, published: false, family_id: new_family_id, org: org, is_default: false, title: _('Copy of %{template}') % { template: self.title } }, modifiable: true, save: true) return template end # Generates a new copy of self with an incremented version number def generate_version! raise _('generate_version! requires a published template') unless published template = deep_copy( attributes: { version: self.version+1, published: false, org: self.org }, save: true) return template end # Generates a new copy of self for the specified customizing_org def customize!(customizing_org) raise _('customize! requires an organisation target') unless customizing_org.is_a?(Org) # Assume customizing_org is persisted raise _('customize! requires a template from a funder') if !self.org.funder_only? && !self.is_default # Assume self has org associated customization = deep_copy( attributes: { version: 0, published: false, family_id: new_family_id, customization_of: self.family_id, org: customizing_org, visibility: Template.visibilities[:organisationally_visible], is_default: false }, modifiable: false, save: true) return customization end # Generates a new copy of self including latest changes from the funder this template is customized_of def upgrade_customization! raise _('upgrade_customization! requires a customised template') unless customization_of.present? funder_template = Template.published(self.customization_of).first raise _('upgrade_customization! cannot be carried out since there is no published template of its current funder') unless funder_template.present? source = deep_copy(attributes: { version: self.version+1, published: false }) # preserves modifiable flags from the self template copied # Creates a new customisation for the published template whose family_id is self.customization_of customization = funder_template.deep_copy( attributes: { version: source.version, published: source.published, family_id: source.family_id, customization_of: source.customization_of, org: source.org, visibility: Template.visibilities[:organisationally_visible], is_default: false }, modifiable: false, save: true) # Sorts the phases from the source template, i.e. self sorted_phases = source.phases.sort{ |phase1,phase2| phase1.number <=> phase2.number } # Merges modifiable sections or questions from source into customization template object customization.phases.each do |customization_phase| # Search for the phase in the source template whose number matches the customization_phase candidate_phase = sorted_phases.bsearch{ |phase| customization_phase.number <=> phase.number } if candidate_phase.present? # The funder could have added this new phase after the customisation took place # Selects modifiable sections from the candidate_phase modifiable_sections = candidate_phase.sections.select{ |section| section.modifiable } # Attaches modifiable sections into the customization_phase modifiable_sections.each{ |modifiable_section| customization_phase.sections << modifiable_section } # Sorts the sections for the customization_phase sorted_sections = customization_phase.sections.sort{ |section1, section2| section1.number <=> section2.number } # Selects unmodifiable sections from the candidate_phase unmodifiable_sections = candidate_phase.sections.select{ |section| !section.modifiable } unmodifiable_sections.each do |unmodifiable_section| # Search for modifiable questions within the unmodifiable_section from candidate_phase modifiable_questions = unmodifiable_section.questions.select{ |question| question.modifiable } customization_section = sorted_sections.bsearch{ |section| unmodifiable_section.number <=> section.number } if customization_section.present? # The funder could have deleted the section modifiable_questions.each{ |modifiable_question| customization_section.questions << modifiable_question; } end # Search for unmodifiable questions within the unmodifiable_section in case source template added annotations unmodifiable_questions = unmodifiable_section.questions.select{ |question| !question.modifiable } sorted_questions = customization_section.questions.sort{ |question1, question2| question1.number <=> question2.number } unmodifiable_questions.each do |unmodifiable_question| customization_question = sorted_questions.bsearch{ |question| unmodifiable_question.number <=> question.number } if customization_question.present? # The funder could have deleted the question annotations_added_by_customiser = unmodifiable_question.annotations.select{ |annotation| annotation.org_id == source.org_id } annotations_added_by_customiser.each{ |annotation| customization_question.annotations << annotation } end end end end end # Appends the modifiable phases from source source.phases.select{ |phase| phase.modifiable }.each{ |modifiable_phase| customization.phases << modifiable_phase } return customization end private # Generate a new random family identifier def new_family_id family_id = loop do random = rand 2147483647 break random unless Template.exists?(family_id: random) end family_id end # Default values to set before running any validation def set_defaults self.published ||= false self.archived ||= false self.is_default ||= false self.version ||= 0 self.visibility = ((self.org.present? && self.org.funder_only?) || self.is_default?) ? Template.visibilities[:publicly_visible] : Template.visibilities[:organisationally_visible] unless self.id.present? self.customization_of ||= nil self.family_id ||= new_family_id self.archived ||= false self.links ||= { funder: [], sample_plan: [] } end # Only one version of a template should be published at a time, so if this one was published make sure other versions are not def reconcile_published # Unpublish all other versions of this template family Template.where('family_id = ? AND published = ? AND id != ?', self.family_id, true, self.id).update_all(published: false) end end