added incommon on-boarding

lib/sf.rb

@@ -18,6 +18,7 @@
 require "sf/sponsorship"
 require "sf/room"
 require "sf/venue"
+require "sf/opportunity"
 module Sf
   class << self
     def client

lib/sf/account.rb

@@ -1,7 +1,7 @@
 class Sf::Account
   include Sf::Base
 
-  FIELDS = ['Id', 'Name', 'Member_Type__c', 'Member_Category__c', 'Member_Join_Date__c', 'Status__c', 'Website']
+  FIELDS = ['Id', 'Name', 'Member_Type__c', 'Member_Category__c', 'Member_Join_Date__c', 'Status__c', 'Website', 'InCommon_Participant__c', 'iMIS_ID__c']
   FIELDS_SELECT_STR = FIELDS.join(', ')
   MEMBER_TYPES = ['R&E Network Member', 'University Member', 'Industry Member', 'Affiliate Member']
   MEMBER_TYPES_STR = MEMBER_TYPES.map{|v| "\'#{v}\'"}.join(', ')
@@ -27,6 +27,10 @@ def respond_to_missing?(method_name, include_private = false)
     @account.respond_to?(method_name, include_private) || super
   end
 
+  def inc_execs
+    Sf::Contact.inc_execs_for(self.Id)
+  end
+
   # Class Methods
   def self.find(id)
     new Sf.client.find("Account", id)
@@ -41,33 +45,33 @@ def self.find_by(args = {})
   end
 
   def self.intl_partners
-    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account where Member_Category__c = 'International Partner' order by Name")      
+    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account where Member_Category__c = 'International Partner' order by Name")
   end
 
   def self.members
-    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account where Member_Type__c IN (#{MEMBER_TYPES_STR}) order by Name")      
+    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account where Member_Type__c IN (#{MEMBER_TYPES_STR}) order by Name")
   end
 
   def self.all
-    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account order by Name")      
+    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account order by Name")
   end
 
   def self.community_orgs
     build_collection Sf.client.query(
-      "select #{FIELDS_SELECT_STR} from Account 
-      where Name='Internet2' or InCommon_Participant__c = true 
-      or Member_Type__c IN (#{MEMBER_TYPES_STR}) 
-      or Member_Category__c = 'International Partner' 
+      "select #{FIELDS_SELECT_STR} from Account
+      where Name='Internet2' or InCommon_Participant__c = true
+      or Member_Type__c IN (#{MEMBER_TYPES_STR})
+      or Member_Category__c = 'International Partner'
       order by Name"
-    )      
+    )
   end
 
   def self.incommon_participants
-    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account where InCommon_Participant__c = true order by Name")      
+    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account where InCommon_Participant__c = true order by Name")
   end
 
   def self.internet2
-    i2 = find_by({Name: "Internet2", Status__c: "Active"})  
+    i2 = find_by({Name: "Internet2", Status__c: "Active"})
     find i2.Id
   end
 
@@ -82,4 +86,18 @@ def self.inc_part?(account_id)
   def self.intl_partner?(account_id)
     intl_partners.map(&:Id).include?(account_id)
   end
+
+  # It looks up for the past one year
+  def self.inc_parts_to_be
+    acct_ids = Sf::Opportunity.inc_participations(Date.today.prev_month(12)).map(&:AccountId)
+    accts_str = acct_ids.map{|v| "\'#{v}\'"}.join(', ')
+    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account where InCommon_Participant__c != true and Id in (#{accts_str})")
+  end
+
+  def self.inc_certs_to_be
+    acct_ids = Sf::Opportunity.cert_subscribers(Date.today.prev_month(12)).map(&:AccountId)
+    accts_str = acct_ids.map{|v| "\'#{v}\'"}.join(', ')
+    build_collection Sf.client.query("select #{FIELDS_SELECT_STR} from Account where InCommon_Participant__c = true and Id in (#{accts_str})")
+  end
+
 end

lib/sf/base.rb

@@ -1,43 +1,46 @@
 module Sf
   module Base
     def self.included(base)
-      base.extend(ClassMathods)  
+      base.extend(ClassMathods)
       def update(args={})
-        unless self.Id.blank?
-          params = {'Id' => self.Id}
-          args.map {|k,v| params[k] = v}
-          Sf.client.update!(self.sobject.attributes[:type], params)
-        end
+	unless self.Id.blank?
+	  params = {'Id' => self.Id}
+	  args.map {|k,v| params[k] = v}
+	  Sf.client.update!(self.sobject.attributes[:type], params)
+	end
       end
     end
 
     module ClassMathods
       def build_collection(models)
-        models.map { |model| new(model) }
+	models.map { |model| new(model) }
       end
 
-      def class_name 
-        self.new.sobject[:sobject_type]
+      def class_name
+	obj = self.new
+	#TODO: migrate it to use obj.sobject, refer Opportunity initialize
+	cname = obj.sobject[:sobject_type]
+	cname ||= obj.sobject
       end
 
       def find(id)
-        new Sf.client.find(self.class_name, id)  
+	new Sf.client.find(self.class_name, id)
       end
 
       def find_by_name(name)
-        sobject = where({Name: name}).first
-        find(sobject.Id) unless sobject.blank?
+	sobject = where({Name: name}).first
+	find(sobject.Id) unless sobject.blank?
       end
 
       def find_by(args = {})
-        sobject = where(args).first
-        find(sobject.Id) unless sobject.blank?
+	sobject = where(args).first
+	find(sobject.Id) unless sobject.blank?
       end
 
       def where(args = {})
-        where = args.map {|k,v| "#{k} = \'#{v}\'"}.join(" and ")
-        sobjects = Sf.client.query("select Id, Name from #{self.class_name} where #{where}")
-        build_collection sobjects unless sobjects.blank?
+	where = args.map {|k,v| "#{k} = \'#{v}\'"}.join(" and ")
+	sobjects = Sf.client.query("select Id, Name from #{self.class_name} where #{where}")
+	build_collection sobjects unless sobjects.blank?
       end
 
     end

lib/sf/contact.rb

@@ -7,7 +7,7 @@ class Sf::Contact
             'MailingCity', 'MailingState', 'MailingPostalCode', 'MailingCountry',
             'Status__c', 'Functional_Title__c', 'Informal_Name__c',
             'Meeting_Reg_Pre_Population_Opt_Out__c', 'Meeting_Reg_Hold__c', 
-	    'gs_executive__c', 'techex_executive__c', 'gender__c']
+	    'gs_executive__c', 'techex_executive__c', 'gender__c', 'Contact_ID__c']
   FIELDS_SELECT_STR = FIELDS.join(', ')
 
   def initialize(contact=nil)
@@ -114,6 +114,16 @@ def self.find_by(args = {})
     where(args).first
   end
 
+  def self.inc_execs_for(account_id='')
+    from = 'Contact_Affiliation__c'
+    inc_exec_filter = {
+      Account__c: account_id, Role__c: "Executive Contact",
+      Program__c: "InCommon", Status__c: "Current"
+    }
+    where = inc_exec_filter.map {|k,v| "#{k} = \'#{v}\'"}.join(" and ")
+    build_contacts(from, where)
+  end
+
   def self.internet2_staffs
     from = 'Contact_Affiliation__c'
     i2 = Sf::Account.internet2

lib/sf/opportunity.rb

@@ -0,0 +1,41 @@
+class Sf::Opportunity
+  include Sf::Base
+  attr_reader :sobject
+
+  FIELDS = [
+    'Id', 'Name', 'AccountId', 'CloseDate', 'IsClosed', 'IsWon', 'StageName', 
+    'Amount', 'Type', 'Bill_to_Contact__c', 'Priority__c', 'Private__c',
+    'Program__c', 'Division__c', 'Sold_to_Contact__c', 'Term__c' 
+  ]
+  FIELDS_SELECT_STR = FIELDS.join(', ')
+
+  def initialize(sobject=nil)
+    if sobject.nil?
+      mash_obj = Restforce::Mash.build({type: 'Opportunity'}, Sf.client)
+      @sobject = Restforce::SObject.new({attributes: mash_obj}, Sf.client)
+    else
+      @sobject = sobject
+    end
+  end
+  def method_missing(method_name, *args, &block)
+    @sobject.send(method_name, *args, &block)
+  end
+
+  def respond_to_missing?(method_name, include_private = false)
+    @sobject.respond_to?(method_name, include_private) || super
+  end
+
+  def self.inc_participations(since_date=nil)
+    since_date ||=Date.today
+    since = since_date.to_date.to_s 
+    sobjects = Sf.client.query("select #{FIELDS_SELECT_STR} from Opportunity where Name='NET+ - InCommon Participation' and IsWon = true and CloseDate >= #{since}")      
+    build_collection sobjects unless sobjects.blank?
+  end
+
+  def self.cert_subscribers(since_date=nil)
+    since_date ||=Date.today
+    since = since_date.to_date.to_s 
+    sobjects = Sf.client.query("select #{FIELDS_SELECT_STR} from Opportunity where Name='NET+ - Certificate Service' and IsWon = true and CloseDate >= #{since}")      
+    build_collection sobjects unless sobjects.blank?
+  end
+end

lib/sf/version.rb

@@ -1,3 +1,3 @@
 module Sf
-  VERSION = "0.1.19"
+  VERSION = "0.1.21"
 end