houdini/lib/onboard_accounts.rb

# License: AGPL-3.0-or-later WITH Web-Template-Output-Additional-Permission-3.0-or-later
require 'param_validation'
require 'qx'

module OnboardAccounts

  def self.create_org(params)
    nonprofit_data = set_nonprofit_defaults(params['nonprofit'])
    ParamValidation.new(nonprofit_data, {
      name: {required: true},
      # email: {required: true},
      # phone: {required: true},
      city: {required: true},
      state_code: {required: true}
    })
    user_data = set_user_defaults(params['user'])
    ParamValidation.new(user_data, {
      name: {required: true},
      email: {required: true},
      password: {required: true},
      phone: {required: true}
    })
    extra_info = params['extraInfo']

    nonprofit = Qx.insert_into(:nonprofits)
      .values(nonprofit_data).timestamps
      .returning('*')
      .execute.last

    billing_plan_id = Settings.default_bp.id
    billing_subscription = Qx.insert_into(:billing_subscriptions)
      .values({
        nonprofit_id: nonprofit['id'],
        billing_plan_id: billing_plan_id,
        status: 'active'
      })
      .timestamps.execute.last

    # Create the user using the User and Role models (since we have to use Devise)
    user = User.create!(user_data)
    role = Qx.insert_into(:roles)
      .values(user_id: user.id, name: 'nonprofit_admin', host_id: nonprofit['id'], host_type: 'Nonprofit')
      .timestamps
      .execute.last

    self.delay.send_onboard_email(nonprofit, nonprofit_data, user_data, extra_info)

    return {
      nonprofit: nonprofit,
      user: user,
      role: role,
      billing_subscription: billing_subscription
    }
  end

  ### ethis is a one time method in order to add a user without testing for the method. Do not use this long term
  def self.create_org_with_user(params, user=nil)
    nonprofit_data = set_nonprofit_defaults(params['nonprofit'])
    ParamValidation.new(nonprofit_data, {
        name: {required: true},
        # email: {required: true},
        # phone: {required: true},
        city: {required: true},
        state_code: {required: true}
    })
    if (!user)
      user_data = set_user_defaults(params['user'])
      ParamValidation.new(user_data, {
          name: {required: true},
          email: {required: true},
          password: {required: true},
          phone: {required: true}
      })
    end
    extra_info = params['extraInfo']

    nonprofit = Qx.insert_into(:nonprofits)
                    .values(nonprofit_data).timestamps
                    .returning('*')
                    .execute.last
    # Create a billing subscription for the 6% fee tier
    billing_plan_id = Settings.default_bp.id
    billing_subscription = Qx.insert_into(:billing_subscriptions)
                               .values({
                                           nonprofit_id: nonprofit['id'],
                                           billing_plan_id: billing_plan_id,
                                           status: 'active'
                                       })
                               .timestamps.execute.last

    # Create the user using the User and Role models (since we have to use Devise)
    user = !user ? User.create!(user_data) : user
    role = Qx.insert_into(:roles)
               .values(user_id: user.id, name: 'nonprofit_admin', host_id: nonprofit['id'], host_type: 'Nonprofit')
               .timestamps
               .execute.last

    self.delay.send_onboard_email(nonprofit, nonprofit_data, user_data, extra_info)

    return {
        nonprofit: nonprofit,
        user: user,
        role: role,
        billing_subscription: billing_subscription
    }
  end

  def self.set_nonprofit_defaults(data)
    data = data.merge({
      verification_status: 'unverified',
      published: true,
      vetted: Settings.nonprofits_must_be_vetted ? false : true,
      statement: data[:name][0..16],
      city_slug: Format::Url.convert_to_slug(data[:city]),
      state_code_slug: Format::Url.convert_to_slug(data[:state_code]),
      slug: Format::Url.convert_to_slug(data[:name])
    })
    data
  end

  def self.set_user_defaults(data)
    data
  end

  # np is the created nonprofit row in the database
  # nonprofit_data is the data sent from the onboarding form, and may include extra stuff not in the db
  # user_data and extra_info are additional data hashes sent from the onboarding form
  def self.send_onboard_email(np, nonprofit_data, user_data, extra_info)
    # Send the welcome email to the nonprofit
    NonprofitMailer.welcome(np['id']).deliver
    # Send an email notifying people internal folks of the new nonporfit, with the above info and extra_info
    to_emails = ['support@commitchange.com']
    message = %Q(
      New signup on CommitChange for an organization with the name "#{np['name']}"
      Location: #{np['city']} #{np['state_code']}, #{np['zip_code']}
      Org Email: #{nonprofit_data['email']}
      Org Phone: #{nonprofit_data['phone']}
      User Email: #{user_data['email']}
      User Name: #{user_data['name']}
      User Phone: #{user_data['phone']}
      Entity Type: #{extra_info['entity_type']}
      How they heard about us: #{extra_info['how_they_heard']}
      What they want to use: #{['use_donations', 'use_crm', 'use_campaigns', 'use_events'].select{|x| extra_info[x] == 'on'}.join(", ")}
    )
    subject = "New Account Signup: #{np['name']}"
    GenericMailer.generic_mail('support@commitchange.com', 'CC Bot', message, subject, to_emails, '').deliver
  end
end