Merge pull request #959 from paloesg/enhance/add-settings-to-turn-on-…

…off-features

Add settings to turn on off features and fix JSONB error for admin page

app/dashboards/company_dashboard.rb

@@ -31,6 +31,8 @@ class CompanyDashboard < Administrate::BaseDashboard
     expires_at: Field::Number,
     account_type: EnumField,
     before_deadline_reminder_days: Field::Number,
+    settings: Field::JSONB,
+    products: Field::JSONB,
     created_at: Field::DateTime,
     updated_at: Field::DateTime,
   }
@@ -47,8 +49,7 @@ class CompanyDashboard < Administrate::BaseDashboard
     :workflows,
     :templates,
     :documents,
-    :batches,
-    :invoices,
+    :products,
     :company_type
   ]
 
@@ -77,6 +78,8 @@ class CompanyDashboard < Administrate::BaseDashboard
     :expires_at,
     :account_type,
     :before_deadline_reminder_days,
+    :settings,
+    :products
   ]
 
   # Overwrite this method to customize how profiles are displayed

app/models/company.rb

@@ -102,6 +102,16 @@ def find_franchisors
     self.users.includes(:roles).where(roles: { name: "franchisor" })
   end
 
+  # To change the settings of overture feature, we need to parse it in JSON for the admin page as the gem doesn't provide it for now
+  def settings=(value)
+    self[:settings] = value.is_a?(String) ? JSON.parse(value) : value
+  end
+
+  # To add or remove products in the admin page, we need to parse the product value for the admin page as the gem doesn't provide it for now
+  def products=(value)
+    self[:products] = value.is_a?(String) ? JSON.parse(value) : value
+  end
+
   private
 
   def generate_mailbox_token

app/views/layouts/overture/_overture_sidebar.html.slim

@@ -7,51 +7,61 @@
         i.material-icons-outlined.mr-5 dashboard
         .ml-5.sidebar-font Dashboard
     - if current_user.company.startup?
-      li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-        = link_to overture_contacts_path, class: 'col-sm-12 d-flex align-items-center' do
-          i.material-icons-outlined.mr-5 search
-          .ml-5.sidebar-font Search Investor
-      li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-        = link_to overture_contact_statuses_path, class: 'col-sm-12 d-flex align-items-center' do
-          i.material-icons-outlined.mr-5 view_agenda
-          .ml-5.sidebar-font Buyer's Progress
+      - if current_user.company.settings[0]["search_feature"] == "true"
+        li.nav-item.hover-blue.py-1.m-4.cursor-pointer
+          = link_to overture_contacts_path, class: 'col-sm-12 d-flex align-items-center' do
+            i.material-icons-outlined.mr-5 search
+            .ml-5.sidebar-font Search Investor
+      - if current_user.company.settings[0]["kanban_board"] == "true"
+        li.nav-item.hover-blue.py-1.m-4.cursor-pointer
+          = link_to overture_contact_statuses_path, class: 'col-sm-12 d-flex align-items-center' do
+            i.material-icons-outlined.mr-5 view_agenda
+            .ml-5.sidebar-font Buyer's Progress
     - else
+      - if current_user.company.settings[0]["search_feature"] == "true"
+        li.nav-item.hover-blue.py-1.m-4.cursor-pointer
+          = link_to overture_profiles_path, class: 'col-sm-12 d-flex align-items-center' do
+            i.material-icons-outlined.mr-5 search
+            .ml-5.sidebar-font Search Startup
+    - if current_user.company.settings[0]["dataroom"] == "true"
       li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-        = link_to overture_profiles_path, class: 'col-sm-12 d-flex align-items-center' do
-          i.material-icons-outlined.mr-5 search
-          .ml-5.sidebar-font Search Startup
-    li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-      = link_to (current_user.company.startup? ? overture_startups_documents_path : overture_companies_path), class: 'col-sm-12 d-flex align-items-center' do
-        = image_pack_tag 'media/src/images/overture/dataroom-lock-icon.png', alt: "dataroom-lock-icon", class: 'mr-6'
-        .ml-5.sidebar-font Dataroom
+        = link_to (current_user.company.startup? ? overture_startups_documents_path : overture_companies_path), class: 'col-sm-12 d-flex align-items-center' do
+          = image_pack_tag 'media/src/images/overture/dataroom-lock-icon.png', alt: "dataroom-lock-icon", class: 'mr-6'
+          .ml-5.sidebar-font Dataroom
   hr.m-1.text-dark
   ul.nav.flex-column
     - if current_user.company.startup?
-      li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-        = link_to overture_investments_path, class: 'col-sm-12 d-flex align-items-center' do
-          i.material-icons-outlined.mr-5 supervised_user_circle
-          .ml-5.sidebar-font Our Investors
-      li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-        = link_to overture_capitalization_table_path, class: 'col-sm-12 d-flex align-items-center' do
-          i.material-icons-outlined.mr-5 table_chart
-          .ml-5.sidebar-font Capitalization Table
-      li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-        = link_to overture_financial_performance_path, class: 'col-sm-12 d-flex align-items-center' do
-          i.material-icons-outlined.mr-5 timeline
-          .ml-5.sidebar-font Performance Report
-      li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-        = link_to Folder.find_by(company: current_user.company, name: "Shared Drive").present? ? overture_folder_path(id: Folder.find_by(company: current_user.company, name: "Shared Drive").id) : overture_startups_documents_path, class: 'col-sm-12 d-flex align-items-center' do
-          i.material-icons-outlined.mr-5 folder
-          .ml-5.sidebar-font Shared Files
+      - if current_user.company.settings[0]["our_investor_or_startup"] == "true"
+        li.nav-item.hover-blue.py-1.m-4.cursor-pointer
+          = link_to overture_investments_path, class: 'col-sm-12 d-flex align-items-center' do
+            i.material-icons-outlined.mr-5 supervised_user_circle
+            .ml-5.sidebar-font Our Investors
+      - if current_user.company.settings[0]["cap_table"] == "true"
+        li.nav-item.hover-blue.py-1.m-4.cursor-pointer
+          = link_to overture_capitalization_table_path, class: 'col-sm-12 d-flex align-items-center' do
+            i.material-icons-outlined.mr-5 table_chart
+            .ml-5.sidebar-font Capitalization Table
+      - if current_user.company.settings[0]["performance_report"] == "true"
+        li.nav-item.hover-blue.py-1.m-4.cursor-pointer
+          = link_to overture_financial_performance_path, class: 'col-sm-12 d-flex align-items-center' do
+            i.material-icons-outlined.mr-5 timeline
+            .ml-5.sidebar-font Performance Report
+      - if current_user.company.settings[0]["shared_file"] == "true"
+        li.nav-item.hover-blue.py-1.m-4.cursor-pointer
+          = link_to Folder.find_by(company: current_user.company, name: "Shared Drive").present? ? overture_folder_path(id: Folder.find_by(company: current_user.company, name: "Shared Drive").id) : overture_startups_documents_path, class: 'col-sm-12 d-flex align-items-center' do
+            i.material-icons-outlined.mr-5 folder
+            .ml-5.sidebar-font Shared Files
     - else
-      li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-        = link_to overture_investments_path, class: 'col-sm-12 d-flex align-items-center' do
-          i.material-icons-outlined.mr-5 domain
-          .ml-5.sidebar-font My Startups
+      - if current_user.company.settings[0]["our_investor_or_startup"] == "true"
+        li.nav-item.hover-blue.py-1.m-4.cursor-pointer
+          = link_to overture_investments_path, class: 'col-sm-12 d-flex align-items-center' do
+            i.material-icons-outlined.mr-5 domain
+            .ml-5.sidebar-font My Startups
   hr.m-1.text-dark
   ul.nav.flex-column
     - if current_user.company.startup?
-      li.nav-item.hover-blue.py-1.m-4.cursor-pointer
-        = link_to Folder.find_by(company: current_user.company, name: "Resource Portal").present? ? overture_folder_path(id: Folder.find_by(company: current_user.company, name: "Resource Portal").id) : overture_startups_documents_path, class: 'col-sm-12 d-flex align-items-center' do
-          i.material-icons-outlined.mr-5 book
-          .ml-5.sidebar-font Resource Portal
+      - if current_user.company.settings[0]["resource_portal"] == "true"
+        li.nav-item.hover-blue.py-1.m-4.cursor-pointer
+          = link_to Folder.find_by(company: current_user.company, name: "Resource Portal").present? ? overture_folder_path(id: Folder.find_by(company: current_user.company, name: "Resource Portal").id) : overture_startups_documents_path, class: 'col-sm-12 d-flex align-items-center' do
+            i.material-icons-outlined.mr-5 book
+            .ml-5.sidebar-font Resource Portal

db/migrate/20210316060147_add_settings_to_companies.rb

@@ -0,0 +1,5 @@
+class AddSettingsToCompanies < ActiveRecord::Migration[6.1]
+  def change
+    add_column :companies, :settings, :json, default: [{search_feature: 'true', kanban_board: 'true', dataroom: 'true', our_investor_or_startup: 'true', cap_table: 'true', performance_report: 'true', shared_file: 'true', resource_portal: 'true' }]
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema.define(version: 2021_03_05_024013) do
+ActiveRecord::Schema.define(version: 2021_03_16_060147) do
 
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
@@ -217,6 +217,7 @@
     t.integer "storage_limit"
     t.integer "storage_used"
     t.string "cap_table_url"
+    t.json "settings", default: [{"search_feature"=>"true", "kanban_board"=>"true", "dataroom"=>"true", "our_investor_or_startup"=>"true", "cap_table"=>"true", "performance_report"=>"true", "shared_file"=>"true", "resource_portal"=>"true"}]
     t.index ["ancestry"], name: "index_companies_on_ancestry"
     t.index ["associate_id"], name: "index_companies_on_associate_id"
     t.index ["consultant_id"], name: "index_companies_on_consultant_id"