# frozen_string_literal: true # The central model object within this domain. Represents a Data Management # Plan for a research project. # # == Schema Information # # Table name: plans # # id :integer not null, primary key # complete :boolean default(FALSE) # data_contact :string # data_contact_email :string # data_contact_phone :string # description :text # feedback_requested :boolean default(FALSE) # funder_name :string # grant_number :string # identifier :string # principal_investigator :string # principal_investigator_email :string # principal_investigator_identifier :string # principal_investigator_phone :string # title :string # visibility :integer default(3), not null # created_at :datetime # updated_at :datetime # template_id :integer # # Indexes # # index_plans_on_template_id (template_id) # # Foreign Keys # # fk_rails_... (template_id => templates.id) # class Plan < ActiveRecord::Base include ConditionalUserMailer include ExportablePlan include ValidationMessages include ValidationValues # ============= # = Constants = # ============= # Returns visibility message given a Symbol type visibility passed, otherwise # nil VISIBILITY_MESSAGE = { organisationally_visible: _('organisational'), publicly_visible: _('public'), is_test: _('test'), privately_visible: _('private') } # ============== # = Attributes = # ============== # public is a Ruby keyword so using publicly enum visibility: %i[organisationally_visible publicly_visible is_test privately_visible] alias_attribute :name, :title # ================ # = Associations = # ================ belongs_to :template has_many :phases, through: :template has_many :sections, through: :phases has_many :questions, through: :sections has_many :themes, through: :questions has_many :guidances, through: :themes has_many :guidance_group_options, -> { GuidanceGroup.published }, through: :guidances, source: :guidance_group, class_name: "GuidanceGroup" has_many :answers, dependent: :destroy has_many :notes, through: :answers has_many :roles, dependent: :destroy has_many :users, through: :roles has_and_belongs_to_many :guidance_groups, join_table: :plans_guidance_groups has_many :exported_plans has_many :roles # ===================== # = Nested Attributes = # ===================== accepts_nested_attributes_for :template accepts_nested_attributes_for :roles # =============== # = Validations = # =============== validates :title, presence: { message: PRESENCE_MESSAGE } validates :template, presence: { message: PRESENCE_MESSAGE } validates :feedback_requested, inclusion: { in: BOOLEAN_VALUES } validates :complete, inclusion: { in: BOOLEAN_VALUES } # ============= # = Callbacks = # ============= before_validation :set_creation_defaults # ========== # = Scopes = # ========== # Retrieves any plan in which the user has an active role and it is not a # reviewer scope :active, lambda { |user| includes(%i[template roles]) .where("roles.active": true, "roles.user_id": user.id) .where(Role.not_reviewer_condition) } # Retrieves any plan organisationally or publicly visible for a given org id scope :organisationally_or_publicly_visible, -> (user) { includes(:template, {roles: :user}) .where({ visibility: [visibilities[:organisationally_visible], visibilities[:publicly_visible]], "roles.access": Role.access_values_for(:creator, :administrator, :editor, :commenter).min, "users.org_id": user.org_id}) .where(['NOT EXISTS (SELECT 1 FROM roles WHERE plan_id = plans.id AND user_id = ?)', user.id]) } scope :search, lambda { |term| search_pattern = "%#{term}%" joins(:template) .where("plans.title LIKE ? OR templates.title LIKE ?", search_pattern, search_pattern) } # Retrieves plan, template, org, phases, sections and questions scope :overview, lambda { |id| includes(:phases, :sections, :questions, template: [:org]).find(id) } ## # Settings for the template has_settings :export, class_name: 'Settings::Template' do |s| s.key :export, defaults: Settings::Template::DEFAULT_SETTINGS end alias super_settings settings # ================= # = Class methods = # ================= # Pre-fetched a plan phase together with its sections and questions # associated. It also pre-fetches the answers and notes associated to the plan def self.load_for_phase(plan_id, phase_id) # Preserves the default order defined in the model relationships plan = Plan.joins(template: { phases: { sections: :questions } }) .preload(template: { phases: { sections: :questions } }) .where(id: plan_id, phases: { id: phase_id }) .merge(Plan.includes(answers: :notes)).first phase = plan.template.phases.find { |p| p.id == phase_id.to_i } [plan, phase] end # deep copy the given plan and all of it's associations # # @params [Plan] plan to be deep copied # @return [Plan] saved copied plan def self.deep_copy(plan) plan_copy = plan.dup plan_copy.title = "Copy of " + plan.title plan_copy.save! plan.answers.each do |answer| answer_copy = Answer.deep_copy(answer) answer_copy.plan_id = plan_copy.id answer_copy.save! end plan.guidance_groups.each do |guidance_group| plan_copy.guidance_groups << guidance_group if guidance_group.present? end plan_copy end # =========================== # = Public instance methods = # =========================== ## # Proxy through to the template settings (or defaults if this plan doesn't # have an associated template) if there are no settings stored for this plan. # # TODO: Update this comment below. AFAIK `key` has nothing to do with Rails. # key - Is required by rails-settings, so it's required here, too. # # Returns Hash def settings(key) self_settings = super_settings(key) return self_settings if self_settings.value? template&.settings(key) end ## # returns the most recent answer to the given question id # optionally can create an answer if none exists # # @param qid [Integer] the id for the question to find the answer for # @param create_if_missing [Boolean] if true, will genereate a default answer # to the question. # @return [Answer,nil] the most recent answer to the question, or a new # question with default value, or nil. def answer(qid, create_if_missing = true) answer = answers.where(question_id: qid).order("created_at DESC").first question = Question.find(qid) if answer.nil? && create_if_missing answer = Answer.new answer.plan_id = id answer.question_id = qid answer.text = question.default_value default_options = [] question.question_options.each do |option| default_options << option if option.is_default end answer.question_options = default_options end answer end alias get_guidance_group_options guidance_group_options deprecate :get_guidance_group_options, deprecator: Cleanup::Deprecators::GetDeprecator.new ## # Sets up the plan for feedback: # emails confirmation messages to owners # emails org admins and org contact # adds org admins to plan with the 'reviewer' Role def request_feedback(user) Plan.transaction do begin val = Role.access_values_for(:reviewer, :commenter).min self.feedback_requested = true # Share the plan with each org admin as the reviewer role admins = user.org.org_admins admins.each do |admin| roles << Role.new(user: admin, access: val) end if save! # Send an email to the org-admin contact if user.org.contact_email.present? contact = User.new(email: user.org.contact_email, firstname: user.org.contact_name) UserMailer.feedback_notification(contact, self, user).deliver_now end true else puts "save was false" false end rescue Exception => e Rails.logger.error e false end end end ## # Finalizes the feedback for the plan: Emails confirmation messages to owners # sets flag on plans.feedback_requested to false removes org admins from the # 'reviewer' Role for the Plan. def complete_feedback(org_admin) Plan.transaction do begin self.feedback_requested = false # Remove the org admins reviewer role from the plan vals = Role.access_values_for(:reviewer) roles.delete(Role.where(plan: self, access: vals)) if save! # Send an email confirmation to the owners and co-owners owners = User.joins(:roles) .where('roles.plan_id =? AND roles.access IN (?)', id, Role.access_values_for(:administrator)) deliver_if(recipients: owners, key: 'users.feedback_provided') do |r| UserMailer.feedback_complete(r, self, org_admin).deliver_now end true else false end rescue ArgumentError => e Rails.logger.error e false end end end ## # determines if the plan is editable by the specified user # # @param user_id [Integer] the id for a user # @return [Boolean] true if user can edit the plan def editable_by?(user_id) user_id = user_id.id if user_id.is_a?(User) role?(user_id, :editor) end ## # determines if the plan is readable by the specified user # # @param user_id [Integer] the id for a user # @return [Boolean] true if the user can read the plan def readable_by?(user_id) user = user_id.is_a?(User) ? user_id : User.find(user_id) owner_orgs = owner_and_coowners.collect(&:org) sys_permission = Branding.fetch(:service_configuration, :plans, :org_admins_read_all) # Super Admins can view plans read-only return true if user.can_super_admin? # Org Admins can view their Org's plans if system permission allows return true if user.can_org_admin? && owner_orgs.include?(user.org) && sys_permission # ...otherwise the user must have the commenter role. return true if role?(user.id, :commenter) # Else false end ## # determines if the plan is readable by the specified user # # @param user_id [Integer] the id for a user # @return [Boolean] true if the user can read the plan def commentable_by?(user_id) user_id = user_id.id if user_id.is_a?(User) role?(user_id, :commenter) end ## # determines if the plan is administerable by the specified user # # @param user_id [Integer] the id for the user # @return [Boolean] true if the user can administer the plan def administerable_by?(user_id) user_id = user_id.id if user_id.is_a?(User) role?(user_id, :administrator) end ## # determines if the plan is reviewable by the specified user # # @param user_id [Integer] the id for the user # @return [Boolean] true if the user can administer the plan def reviewable_by?(user_id) user_id = user_id.id if user_id.is_a?(User) role?(user_id, :reviewer) end ## # Assigns the passed user_id to the creater_role for the project gives the # user rights to read, edit, administrate, and defines them as creator # # @param user_id [Integer] the user to be given priveleges' id def assign_creator(user_id) user_id = user_id.id if user_id.is_a?(User) add_user(user_id, true, true, true) end ## # the datetime for the latest update of this plan # # @return [DateTime] the time of latest update def latest_update (phases.pluck(:updated_at) + [updated_at]).max end ## # the owner of the project # # @return [User] the creater of the project def owner vals = Role.access_values_for(:creator) User.joins(:roles) .where('roles.plan_id = ? AND roles.access IN (?)', id, vals).first end ## # TODO: Rewrite this description # # returns the shared roles of a plan, excluding the creator def shared? roles.where(Role.not_creator_condition).any? end alias shared shared? deprecate :shared, deprecator: Cleanup::Deprecators::PredicateDeprecator.new ## # the owner and co-owners of the project # # @return [Users] def owner_and_coowners vals = Role.access_values_for(:creator) .concat(Role.access_values_for(:administrator)) User.joins(:roles) .where(roles: { plan_id: id, access: vals }) end # Returns the number of answered questions from the entire plan def num_answered_questions Answer.where(id: answers.map(&:id)) .includes(:question_options, { question: :question_format }) .to_a .sum { |answer| answer.is_valid? ? 1 : 0 } end # Returns the number of questions for a plan. def num_questions questions.count end # Determines whether or not visibility changes are permitted according to the # percentage of the plan answered in respect to a threshold defined at # application.config def visibility_allowed? value=(num_answered_questions.to_f/num_questions*100).round(2) !is_test? && value >= Rails.application .config .default_plan_percentage_answered end # Determines whether or not a question (given its id) exists for the self plan def question_exists?(question_id) Plan.joins(:questions).exists?(id: id, "questions.id": question_id) end # Checks whether or not the number of questions matches the number of valid # answers def no_questions_matches_no_answers? num_questions = question_ids.length pre_fetched_answers = Answer.includes(:question_options, question: :question_format) .where(id: answer_ids) num_answers = pre_fetched_answers.reduce(0) do |m, a| m+=1 if a.is_valid? m end num_questions == num_answers end private # Returns whether or not the user has the specified role for the plan def role?(user_id, role_as_sym) if user_id.is_a?(Integer) && role_as_sym.is_a?(Symbol) vals = Role.access_values_for(role_as_sym) roles.where(user_id: user_id, access: vals, active: true).any? else false end end alias has_role role? deprecate :has_role, deprecator: Cleanup::Deprecators::PredicateDeprecator.new ## # adds a user to the project # if no flags are specified, the user is given read privleges # # @param user_id [Integer] the user to be given privleges # @param is_editor [Boolean] whether or not the user can edit the project # @param is_administrator [Boolean] whether or not the user can administrate # the project # @param is_creator [Boolean] wheter or not the user created the project # @return [Array<ProjectGroup>] # # TODO: change this to specifying uniqueness of user/plan association and # handle that way # def add_user(user_id, is_editor = false, is_administrator = false, is_creator = false) Role.where(plan_id: id, user_id: user_id).find_each(&:destroy) role = Role.new role.user_id = user_id role.plan_id = id # if you get assigned a role you can comment role.commenter = true # the rest of the roles are inclusing so creator => administrator => editor if is_creator role.creator = true role.administrator = true role.editor = true end if is_administrator role.administrator = true role.editor = true end role.editor = true if is_editor role.save end # Initialize the title for new templates # -------------------------------------------------------- def set_creation_defaults # Only run this before_validation because rails fires this before # save/create return if id? self.title = "My plan (#{template.title})" if title.nil? && !template.nil? end end