Class: Person

Overview

A human. Data only, not users. There are two classes of people: vetted and unvetted. !! People are only related to data via Roles.

A vetted person

  • Has two or more roles

  • Has one or more annotations

An unvetted person

  • Has no or 1 role

  • Has no annotations

A unvetted person becomes automatically vetted when they have > 1 roles or they have an annotation associated with them.

Direct Known Subclasses

Unvetted, Vetted

Defined Under Namespace

Classes: Unvetted, Vetted

Constant Summary collapse

ALTERNATE_VALUES_FOR =
[:last_name, :first_name].freeze
IGNORE_SIMILAR =
[:type, :cached].freeze
IGNORE_IDENTICAL =
[:type, :first_name, :last_name, :prefix, :suffix].freeze

Instance Attribute Summary collapse

Attributes included from Housekeeping::Users

#by

Class Method Summary collapse

Instance Method Summary collapse

Methods included from Shared::OriginRelationship

#new_objects, #old_objects, #reject_origin_relationships, #set_origin

Methods included from Shared::IsData

#errors_excepting, #full_error_messages_excepting, #identical, #is_community?, #is_destroyable?, #is_editable?, #is_in_users_projects?, #metamorphosize, #similar

Methods included from Shared::HasPapertrail

#attribute_updated, #attribute_updater

Methods included from Shared::Tags

#reject_tags, #tag_with, #tagged?, #tagged_with?

Methods included from Shared::Depictions

#has_depictions?, #image_array=, #reject_depictions, #reject_images

Methods included from Shared::Notes

#concatenated_notes_string, #reject_notes

Methods included from Shared::Identifiers

#dwc_occurrence_id, #identified?, #next_by_identifier, #previous_by_identifier, #reject_identifiers, #uri, #uuid

Methods included from Shared::DataAttributes

#import_attributes, #internal_attributes, #keyword_value_hash, #reject_data_attributes

Methods included from Shared::AlternateValues

#all_values_for, #alternate_valued?

Methods included from Housekeeping::Users

#set_created_by_id, #set_updated_by_id

Methods inherited from ApplicationRecord

transaction_with_retry

Instance Attribute Details

#cachedString

Returns full name.

Returns:

  • (String)

    full name



51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
# File 'app/models/person.rb', line 51

class Person < ApplicationRecord
  include Housekeeping::Users
  include Housekeeping::Timestamps
  include Shared::AlternateValues
  include Shared::DataAttributes
  include Shared::Identifiers
  include Shared::Notes
  include Shared::Depictions
  include Shared::Tags
  include Shared::SharedAcrossProjects
  include Shared::HasPapertrail
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include Shared::OriginRelationship


  ALTERNATE_VALUES_FOR = [:last_name, :first_name].freeze
  IGNORE_SIMILAR = [:type, :cached].freeze
  IGNORE_IDENTICAL = [:type, :first_name, :last_name, :prefix, :suffix].freeze

  # @return [true, nil]
  #   set as true to prevent caching
  attr_accessor :no_cached

  # @return [true, nil]
  #   set as true to prevent application of NameCase()
  attr_accessor :no_namecase

  validates_presence_of :last_name, :type

  validates :year_born, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_died, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_active_start, inclusion: {in: 0..Time.now.year, message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validates :year_active_end, inclusion: {in: 0..Time.now.year , message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validate :died_after_born
  validate :activity_ended_after_started
  validate :not_active_after_death
  validate :not_active_before_birth
  validate :not_gandalf
  validate :not_balrog

  before_validation :namecase_names, unless: Proc.new {|n| n.no_namecase }

  # TODO: remove this
  before_validation :set_type_if_blank

  after_save :set_cached, unless: Proc.new { |n| n.no_cached || errors.any? }

  validates :type, inclusion: {
    in: ['Person::Vetted', 'Person::Unvetted'],
    message: '%{value} is not a validly_published type'}

  has_one :user, dependent: :restrict_with_error, inverse_of: :person

  has_many :roles, dependent: :restrict_with_error, inverse_of: :person # before_remove: :set_cached_for_related

  has_many :author_roles, class_name: 'SourceAuthor', dependent: :restrict_with_error, inverse_of: :person #, before_remove: :set_cached_for_related
  has_many :collector_roles, class_name: 'Collector', dependent: :restrict_with_error, inverse_of: :person
  has_many :determiner_roles, class_name: 'Determiner', dependent: :restrict_with_error, inverse_of: :person
  has_many :editor_roles, class_name: 'SourceEditor', dependent: :restrict_with_error, inverse_of: :person
  has_many :georeferencer_roles, class_name: 'Georeferencer', dependent: :restrict_with_error, inverse_of: :person
  has_many :source_roles, class_name: 'SourceSource', dependent: :restrict_with_error, inverse_of: :person
  has_many :taxon_name_author_roles, class_name: 'TaxonNameAuthor', dependent: :restrict_with_error, inverse_of: :person

  has_many :authored_sources, class_name: 'Source::Bibtex', through: :author_roles, source: :role_object, source_type: 'Source', inverse_of: :authors
  has_many :edited_sources, class_name: 'Source::Bibtex', through: :editor_roles, source: :role_object, source_type: 'Source', inverse_of: :editors
  has_many :human_sources, class_name: 'Source::Bibtex', through: :source_roles, source: :role_object, source_type: 'Source', inverse_of: :people
  has_many :authored_taxon_names, through: :taxon_name_author_roles, source: :role_object, source_type: 'TaxonName', class_name: 'Protonym', inverse_of: :taxon_name_authors
  has_many :collecting_events, through: :collector_roles, source: :role_object, source_type: 'CollectingEvent', inverse_of: :collectors
  has_many :georeferences, through: :georeferencer_roles, source: :role_object, source_type: 'Georeference', inverse_of: :georeference_authors
  has_many :taxon_determinations, through: :determiner_roles, source: :role_object, source_type: 'TaxonDetermination', inverse_of: :determiners

  # TODO: !?
  has_many :sources, through: :roles, source: :role_object, source_type: 'Source' # Editor or Author or Person

  has_many :collection_objects, through: :collecting_events

  scope :created_before, -> (time) { where('created_at < ?', time) }
  scope :with_role, -> (role) { includes(:roles).where(roles: {type: role}) }
  scope :ordered_by_last_name, -> { order(:last_name) }

  scope :used_in_project, -> (project_id) { joins(:roles).where( roles: { project_id: } ) }

  # Apply a "proper" case to all strings
  def namecase_names
    write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
    write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
    write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
    write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
  end

  # @return [Boolean]
  #   !! overwrites IsData#is_in_use?
  def is_in_use?
    roles.reload.any?
  end

  # @return Boolean
  #   whether or not this Person is linked to any data in the project
  def used_in_project?(project_id)
    Role.where(person_id: id, project_id:).any? ||
      Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
  end

  # @return [String]
  def name
    [first_name, prefix, last_name, suffix].compact.join(' ')
  end

  # @return [String]
  #   The person's name in BibTeX format (von last, Jr, first)
  def bibtex_name
    out = ''

    out << prefix + ' ' if prefix.present?
    out << last_name if last_name.present?
    out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
    out << suffix if suffix.present?

    out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
    out << first_name if first_name.present?
    out.strip
  end

  # @return [String]
  #   The person's full last name including prefix & suffix (von last Jr)
  def full_last_name
    [prefix, last_name, suffix].compact.join(' ')
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def orcid
    identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def wikidata_id
    identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
  end

  # @param [Integer] person_id
  # @return [Boolean]
  #   true if all records updated, false if any one failed (all or none)
  #
  # No person is destroyed, see `hard_merge`.

  #
  # r_person is merged into l_person (self)
  # !! the intent is to keep self and remove target
  #
  def merge_with(person_id)
    return false if person_id == id

    if r_person = Person.find(person_id) # get the person to merge to into self
      begin
        ApplicationRecord.transaction do
          # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
          # !! It appends person_id: <old> to Role.where() in callbacks, breaking
          # !! Role#vet_person, etc.
          # update merge person's roles to old
          Role.where(person_id: r_person.id).each do |r|
            return false unless r.update(person_id: id)
          end

          roles.reload

          l_person_hash = annotations_hash

          if r_person.first_name.present?
            if first_name.blank?
              update(first_name: r_person.first_name)
            else
              if first_name != r_person.first_name
                # create a first_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.first_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'first_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value: r_person.first_name,
                  alternate_value_object_attribute: 'first_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          if r_person.last_name.present?
            if last_name.blank?
              self.update(last_name: r_person.last_name) # NameCase() ?
            else
              if self.last_name != r_person.last_name
                # create a last_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.last_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'last_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value:  r_person.last_name,
                  alternate_value_object_attribute: 'last_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          r_person.annotations_hash.each do |r_kee, r_objects|
            r_objects.each do |r_o|
              skip  = false
              l_test = l_person_hash[r_kee]
              if l_test.present?
                l_test.each do |l_o| # only look at same-type annotations
                  # four types of annotations:
                  # # data attributes,
                  # # identifiers,
                  # # notes,
                  # # alternate values
                  case r_kee
                  when 'data attributes'
                    if l_o.type == r_o.type &&
                        l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                        l_o.value == r_o.value &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'identifiers'
                    if l_o.type == r_o.type &&
                        l_o.identifier == r_o.identifier &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'notes'
                    if l_o.text == r_o.text &&
                        l_o.note_object_attribute == r_o.note.object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'alternate values'
                    if l_o.value == r_o.value
                      if l_o.type == r_o.type &&
                          l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                          l_o.project_id == r_o.project_id
                        skip = true
                        break # stop looking in this bunch, if you found a match
                      end
                    end
                  end
                end
                skip
              end
              unless skip
                r_o.annotated_object = self
                r_o.save!
              end
            end
          end

          # TODO: handle prefix and suffix
          if false && prefix.blank? ## DD: do not change the name of verified person
            write_attribute(:prefix, r_person.prefix)
          else
            if r_person.prefix.present?
              # What to do when both have some content?
            end
          end

          if false && suffix.blank? ## DD: do not change the name of verified person
            self.suffix = r_person.suffix
          else
            if r_person.suffix.present?
              # What to do when both have some content?
            end
          end

          # TODO: handle years attributes
          if year_born.nil?
            self.year_born = r_person.year_born
          else
            unless r_person.year_born.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if year_died.nil?
            self.year_died = r_person.year_died
          else
            unless r_person.year_died.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if r_person.year_active_start # if not, r_person has nothing to contribute
            if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
              self.year_active_start = r_person.year_active_start
            end
          end

          if r_person.year_active_end # if not, r_person has nothing to contribute
            if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
              self.year_active_end = r_person.year_active_end
            end
          end

          # last thing to do in the transaction...
          # NO!!! -  unless self.persisted? (all people are at this point persisted!)
          self.save! if self.changed?
        end
      rescue ActiveRecord::RecordInvalid
        return false
      end
    end
    true
  end

  def hard_merge(person_id_to_destroy)
    return false if id == person_id_to_destroy
    begin
      person_to_destroy = Person.find(person_id_to_destroy)

      Person.transaction do
        merge_with(person_to_destroy.id)
        person_to_destroy.destroy!
      end

    rescue ActiveRecord::RecordNotDestroyed
      return false
    rescue ActiveRecord::RecordInvalid
      return false
    rescue ActiveRecord::RecordNotFound
      return false
    end
    true
  end

  # @return [Boolean]
  def is_determiner?
    determiner_roles.any?
  end

  # @return [Boolean]
  def is_taxon_name_author?
    taxon_name_author_roles.any?
  end

  # @return [Boolean]
  def is_georeferencer?
    georeferencer_roles.any?
  end

  # @return [Boolean]
  def is_author?
    author_roles.any?
  end

  # @return [Boolean]
  def is_editor?
    editor_roles.any?
  end

  # @return [Boolean]
  def is_source?
    source_roles.any?
  end

  # @return [Boolean]
  def is_collector?
    collector_roles.any?
  end

  def role_counts(project_id)
    {
      in_project: self.roles.where(project_id:).group(:type).count,
      not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
      community: self.roles.where(project_id: nil).group(:type).count
    }
  end

  def dwc_occurrences
    ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
  end

  # @param [String] name_string
  # @return [Array] of Hashes
  #   use citeproc to parse strings
  #   see also https://github.com/SpeciesFileGroup/taxonworks/issues/1161
  def self.parser(name_string)
    BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
  end

  # @param [String] name_string
  # @return [Array] of People
  #    return people for name strings
  def self.parse_to_people(name_string)
    parser(name_string).collect { |n|
      Person::Unvetted.new(
        last_name: n['family'] ? NameCase(n['family']) : nil,
        first_name: n['given'] ? NameCase(n['given']) : nil,
        prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
  end

  # @param role_type [String] one of the Role types
  # @return [Scope]
  #    the max 10 most recently used (1 week, could parameterize) people
  def self.used_recently(user_id, role_type = 'SourceAuthor')
    t = Role.arel_table
    p = Person.arel_table

    # i is a select manager
    i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
      .where(t['updated_at'].gt(1.week.ago))
      .where(t['updated_by_id'].eq(user_id))
      .where(t['type'].eq(role_type))
      .order(t['updated_at'].desc)

    # z is a table alias
    z = i.as('recent_t')

    Person.joins(
      Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
    ).pluck(:person_id).uniq
  end

  # @params Role [String] one the available roles
  # @return [Hash] geographic_areas optimized for user selection
  def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
    r = used_recently(user_id, role_type)
    h = {
      quick: [],
      pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
      recent: []
    }

    if r.empty?
      h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
    else
      h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
      h[:quick] = (
        Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
        Person.where('"people"."id" IN (?)', r.first(4) ).to_a
      ).uniq
    end
    h
  end

  protected

  # @return [Ignored]
  def died_after_born
    errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
  end

  # @return [Ignored]
  def activity_ended_after_started
    errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
  end

  # @return [Ignored]
  def not_active_after_death
    unless is_editor? || is_author?
      errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
      errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
    end
    true
  end

  # @return [Ignored]
  def not_active_before_birth
    errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
    errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_gandalf
    errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_balrog
    errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
  end

  # TODO: deprecate this, always set explicitly
  # @return [Ignored]
  def set_type_if_blank
    self.type = 'Person::Unvetted' if self.type.blank?
  end

  # @return [Ignored]
  def set_cached
    update_column(:cached, bibtex_name)
    set_role_cached
  end

  # @return [Ignored]
  def set_role_cached
    if change_to_cached_attribute?
      if roles.count > 25
        delay(queue: :cache).update_role_cached
      else
        update_role_cached
      end
    end
  end

  # @return Integer
  #   the total objects updated
  def update_role_cached
    # don't update the same object many times (e.g. CE of many COs?)
    updated = {}
    total = 0

    roles.reload.find_each do |r|
      i = r.role_object.class.base_class.to_s + r.role_object.to_param
      next if updated[i]
      r.send(:set_cached)
      updated[i] = true
      total += 1
    end

    total
  end

  # @return [Boolean]
  # Difficult to anticipate what
  # attributes will be cached in different models
  def change_to_cached_attribute?
    saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
  end

end

#first name(name) ⇒ String

the first name, includes initials if the are provided

Returns:

  • (String)


51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
# File 'app/models/person.rb', line 51

class Person < ApplicationRecord
  include Housekeeping::Users
  include Housekeeping::Timestamps
  include Shared::AlternateValues
  include Shared::DataAttributes
  include Shared::Identifiers
  include Shared::Notes
  include Shared::Depictions
  include Shared::Tags
  include Shared::SharedAcrossProjects
  include Shared::HasPapertrail
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include Shared::OriginRelationship


  ALTERNATE_VALUES_FOR = [:last_name, :first_name].freeze
  IGNORE_SIMILAR = [:type, :cached].freeze
  IGNORE_IDENTICAL = [:type, :first_name, :last_name, :prefix, :suffix].freeze

  # @return [true, nil]
  #   set as true to prevent caching
  attr_accessor :no_cached

  # @return [true, nil]
  #   set as true to prevent application of NameCase()
  attr_accessor :no_namecase

  validates_presence_of :last_name, :type

  validates :year_born, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_died, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_active_start, inclusion: {in: 0..Time.now.year, message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validates :year_active_end, inclusion: {in: 0..Time.now.year , message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validate :died_after_born
  validate :activity_ended_after_started
  validate :not_active_after_death
  validate :not_active_before_birth
  validate :not_gandalf
  validate :not_balrog

  before_validation :namecase_names, unless: Proc.new {|n| n.no_namecase }

  # TODO: remove this
  before_validation :set_type_if_blank

  after_save :set_cached, unless: Proc.new { |n| n.no_cached || errors.any? }

  validates :type, inclusion: {
    in: ['Person::Vetted', 'Person::Unvetted'],
    message: '%{value} is not a validly_published type'}

  has_one :user, dependent: :restrict_with_error, inverse_of: :person

  has_many :roles, dependent: :restrict_with_error, inverse_of: :person # before_remove: :set_cached_for_related

  has_many :author_roles, class_name: 'SourceAuthor', dependent: :restrict_with_error, inverse_of: :person #, before_remove: :set_cached_for_related
  has_many :collector_roles, class_name: 'Collector', dependent: :restrict_with_error, inverse_of: :person
  has_many :determiner_roles, class_name: 'Determiner', dependent: :restrict_with_error, inverse_of: :person
  has_many :editor_roles, class_name: 'SourceEditor', dependent: :restrict_with_error, inverse_of: :person
  has_many :georeferencer_roles, class_name: 'Georeferencer', dependent: :restrict_with_error, inverse_of: :person
  has_many :source_roles, class_name: 'SourceSource', dependent: :restrict_with_error, inverse_of: :person
  has_many :taxon_name_author_roles, class_name: 'TaxonNameAuthor', dependent: :restrict_with_error, inverse_of: :person

  has_many :authored_sources, class_name: 'Source::Bibtex', through: :author_roles, source: :role_object, source_type: 'Source', inverse_of: :authors
  has_many :edited_sources, class_name: 'Source::Bibtex', through: :editor_roles, source: :role_object, source_type: 'Source', inverse_of: :editors
  has_many :human_sources, class_name: 'Source::Bibtex', through: :source_roles, source: :role_object, source_type: 'Source', inverse_of: :people
  has_many :authored_taxon_names, through: :taxon_name_author_roles, source: :role_object, source_type: 'TaxonName', class_name: 'Protonym', inverse_of: :taxon_name_authors
  has_many :collecting_events, through: :collector_roles, source: :role_object, source_type: 'CollectingEvent', inverse_of: :collectors
  has_many :georeferences, through: :georeferencer_roles, source: :role_object, source_type: 'Georeference', inverse_of: :georeference_authors
  has_many :taxon_determinations, through: :determiner_roles, source: :role_object, source_type: 'TaxonDetermination', inverse_of: :determiners

  # TODO: !?
  has_many :sources, through: :roles, source: :role_object, source_type: 'Source' # Editor or Author or Person

  has_many :collection_objects, through: :collecting_events

  scope :created_before, -> (time) { where('created_at < ?', time) }
  scope :with_role, -> (role) { includes(:roles).where(roles: {type: role}) }
  scope :ordered_by_last_name, -> { order(:last_name) }

  scope :used_in_project, -> (project_id) { joins(:roles).where( roles: { project_id: } ) }

  # Apply a "proper" case to all strings
  def namecase_names
    write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
    write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
    write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
    write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
  end

  # @return [Boolean]
  #   !! overwrites IsData#is_in_use?
  def is_in_use?
    roles.reload.any?
  end

  # @return Boolean
  #   whether or not this Person is linked to any data in the project
  def used_in_project?(project_id)
    Role.where(person_id: id, project_id:).any? ||
      Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
  end

  # @return [String]
  def name
    [first_name, prefix, last_name, suffix].compact.join(' ')
  end

  # @return [String]
  #   The person's name in BibTeX format (von last, Jr, first)
  def bibtex_name
    out = ''

    out << prefix + ' ' if prefix.present?
    out << last_name if last_name.present?
    out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
    out << suffix if suffix.present?

    out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
    out << first_name if first_name.present?
    out.strip
  end

  # @return [String]
  #   The person's full last name including prefix & suffix (von last Jr)
  def full_last_name
    [prefix, last_name, suffix].compact.join(' ')
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def orcid
    identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def wikidata_id
    identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
  end

  # @param [Integer] person_id
  # @return [Boolean]
  #   true if all records updated, false if any one failed (all or none)
  #
  # No person is destroyed, see `hard_merge`.

  #
  # r_person is merged into l_person (self)
  # !! the intent is to keep self and remove target
  #
  def merge_with(person_id)
    return false if person_id == id

    if r_person = Person.find(person_id) # get the person to merge to into self
      begin
        ApplicationRecord.transaction do
          # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
          # !! It appends person_id: <old> to Role.where() in callbacks, breaking
          # !! Role#vet_person, etc.
          # update merge person's roles to old
          Role.where(person_id: r_person.id).each do |r|
            return false unless r.update(person_id: id)
          end

          roles.reload

          l_person_hash = annotations_hash

          if r_person.first_name.present?
            if first_name.blank?
              update(first_name: r_person.first_name)
            else
              if first_name != r_person.first_name
                # create a first_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.first_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'first_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value: r_person.first_name,
                  alternate_value_object_attribute: 'first_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          if r_person.last_name.present?
            if last_name.blank?
              self.update(last_name: r_person.last_name) # NameCase() ?
            else
              if self.last_name != r_person.last_name
                # create a last_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.last_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'last_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value:  r_person.last_name,
                  alternate_value_object_attribute: 'last_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          r_person.annotations_hash.each do |r_kee, r_objects|
            r_objects.each do |r_o|
              skip  = false
              l_test = l_person_hash[r_kee]
              if l_test.present?
                l_test.each do |l_o| # only look at same-type annotations
                  # four types of annotations:
                  # # data attributes,
                  # # identifiers,
                  # # notes,
                  # # alternate values
                  case r_kee
                  when 'data attributes'
                    if l_o.type == r_o.type &&
                        l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                        l_o.value == r_o.value &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'identifiers'
                    if l_o.type == r_o.type &&
                        l_o.identifier == r_o.identifier &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'notes'
                    if l_o.text == r_o.text &&
                        l_o.note_object_attribute == r_o.note.object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'alternate values'
                    if l_o.value == r_o.value
                      if l_o.type == r_o.type &&
                          l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                          l_o.project_id == r_o.project_id
                        skip = true
                        break # stop looking in this bunch, if you found a match
                      end
                    end
                  end
                end
                skip
              end
              unless skip
                r_o.annotated_object = self
                r_o.save!
              end
            end
          end

          # TODO: handle prefix and suffix
          if false && prefix.blank? ## DD: do not change the name of verified person
            write_attribute(:prefix, r_person.prefix)
          else
            if r_person.prefix.present?
              # What to do when both have some content?
            end
          end

          if false && suffix.blank? ## DD: do not change the name of verified person
            self.suffix = r_person.suffix
          else
            if r_person.suffix.present?
              # What to do when both have some content?
            end
          end

          # TODO: handle years attributes
          if year_born.nil?
            self.year_born = r_person.year_born
          else
            unless r_person.year_born.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if year_died.nil?
            self.year_died = r_person.year_died
          else
            unless r_person.year_died.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if r_person.year_active_start # if not, r_person has nothing to contribute
            if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
              self.year_active_start = r_person.year_active_start
            end
          end

          if r_person.year_active_end # if not, r_person has nothing to contribute
            if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
              self.year_active_end = r_person.year_active_end
            end
          end

          # last thing to do in the transaction...
          # NO!!! -  unless self.persisted? (all people are at this point persisted!)
          self.save! if self.changed?
        end
      rescue ActiveRecord::RecordInvalid
        return false
      end
    end
    true
  end

  def hard_merge(person_id_to_destroy)
    return false if id == person_id_to_destroy
    begin
      person_to_destroy = Person.find(person_id_to_destroy)

      Person.transaction do
        merge_with(person_to_destroy.id)
        person_to_destroy.destroy!
      end

    rescue ActiveRecord::RecordNotDestroyed
      return false
    rescue ActiveRecord::RecordInvalid
      return false
    rescue ActiveRecord::RecordNotFound
      return false
    end
    true
  end

  # @return [Boolean]
  def is_determiner?
    determiner_roles.any?
  end

  # @return [Boolean]
  def is_taxon_name_author?
    taxon_name_author_roles.any?
  end

  # @return [Boolean]
  def is_georeferencer?
    georeferencer_roles.any?
  end

  # @return [Boolean]
  def is_author?
    author_roles.any?
  end

  # @return [Boolean]
  def is_editor?
    editor_roles.any?
  end

  # @return [Boolean]
  def is_source?
    source_roles.any?
  end

  # @return [Boolean]
  def is_collector?
    collector_roles.any?
  end

  def role_counts(project_id)
    {
      in_project: self.roles.where(project_id:).group(:type).count,
      not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
      community: self.roles.where(project_id: nil).group(:type).count
    }
  end

  def dwc_occurrences
    ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
  end

  # @param [String] name_string
  # @return [Array] of Hashes
  #   use citeproc to parse strings
  #   see also https://github.com/SpeciesFileGroup/taxonworks/issues/1161
  def self.parser(name_string)
    BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
  end

  # @param [String] name_string
  # @return [Array] of People
  #    return people for name strings
  def self.parse_to_people(name_string)
    parser(name_string).collect { |n|
      Person::Unvetted.new(
        last_name: n['family'] ? NameCase(n['family']) : nil,
        first_name: n['given'] ? NameCase(n['given']) : nil,
        prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
  end

  # @param role_type [String] one of the Role types
  # @return [Scope]
  #    the max 10 most recently used (1 week, could parameterize) people
  def self.used_recently(user_id, role_type = 'SourceAuthor')
    t = Role.arel_table
    p = Person.arel_table

    # i is a select manager
    i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
      .where(t['updated_at'].gt(1.week.ago))
      .where(t['updated_by_id'].eq(user_id))
      .where(t['type'].eq(role_type))
      .order(t['updated_at'].desc)

    # z is a table alias
    z = i.as('recent_t')

    Person.joins(
      Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
    ).pluck(:person_id).uniq
  end

  # @params Role [String] one the available roles
  # @return [Hash] geographic_areas optimized for user selection
  def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
    r = used_recently(user_id, role_type)
    h = {
      quick: [],
      pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
      recent: []
    }

    if r.empty?
      h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
    else
      h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
      h[:quick] = (
        Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
        Person.where('"people"."id" IN (?)', r.first(4) ).to_a
      ).uniq
    end
    h
  end

  protected

  # @return [Ignored]
  def died_after_born
    errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
  end

  # @return [Ignored]
  def activity_ended_after_started
    errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
  end

  # @return [Ignored]
  def not_active_after_death
    unless is_editor? || is_author?
      errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
      errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
    end
    true
  end

  # @return [Ignored]
  def not_active_before_birth
    errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
    errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_gandalf
    errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_balrog
    errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
  end

  # TODO: deprecate this, always set explicitly
  # @return [Ignored]
  def set_type_if_blank
    self.type = 'Person::Unvetted' if self.type.blank?
  end

  # @return [Ignored]
  def set_cached
    update_column(:cached, bibtex_name)
    set_role_cached
  end

  # @return [Ignored]
  def set_role_cached
    if change_to_cached_attribute?
      if roles.count > 25
        delay(queue: :cache).update_role_cached
      else
        update_role_cached
      end
    end
  end

  # @return Integer
  #   the total objects updated
  def update_role_cached
    # don't update the same object many times (e.g. CE of many COs?)
    updated = {}
    total = 0

    roles.reload.find_each do |r|
      i = r.role_object.class.base_class.to_s + r.role_object.to_param
      next if updated[i]
      r.send(:set_cached)
      updated[i] = true
      total += 1
    end

    total
  end

  # @return [Boolean]
  # Difficult to anticipate what
  # attributes will be cached in different models
  def change_to_cached_attribute?
    saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
  end

end

#last_nameString

the last/family name

Returns:

  • (String)


51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
# File 'app/models/person.rb', line 51

class Person < ApplicationRecord
  include Housekeeping::Users
  include Housekeeping::Timestamps
  include Shared::AlternateValues
  include Shared::DataAttributes
  include Shared::Identifiers
  include Shared::Notes
  include Shared::Depictions
  include Shared::Tags
  include Shared::SharedAcrossProjects
  include Shared::HasPapertrail
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include Shared::OriginRelationship


  ALTERNATE_VALUES_FOR = [:last_name, :first_name].freeze
  IGNORE_SIMILAR = [:type, :cached].freeze
  IGNORE_IDENTICAL = [:type, :first_name, :last_name, :prefix, :suffix].freeze

  # @return [true, nil]
  #   set as true to prevent caching
  attr_accessor :no_cached

  # @return [true, nil]
  #   set as true to prevent application of NameCase()
  attr_accessor :no_namecase

  validates_presence_of :last_name, :type

  validates :year_born, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_died, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_active_start, inclusion: {in: 0..Time.now.year, message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validates :year_active_end, inclusion: {in: 0..Time.now.year , message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validate :died_after_born
  validate :activity_ended_after_started
  validate :not_active_after_death
  validate :not_active_before_birth
  validate :not_gandalf
  validate :not_balrog

  before_validation :namecase_names, unless: Proc.new {|n| n.no_namecase }

  # TODO: remove this
  before_validation :set_type_if_blank

  after_save :set_cached, unless: Proc.new { |n| n.no_cached || errors.any? }

  validates :type, inclusion: {
    in: ['Person::Vetted', 'Person::Unvetted'],
    message: '%{value} is not a validly_published type'}

  has_one :user, dependent: :restrict_with_error, inverse_of: :person

  has_many :roles, dependent: :restrict_with_error, inverse_of: :person # before_remove: :set_cached_for_related

  has_many :author_roles, class_name: 'SourceAuthor', dependent: :restrict_with_error, inverse_of: :person #, before_remove: :set_cached_for_related
  has_many :collector_roles, class_name: 'Collector', dependent: :restrict_with_error, inverse_of: :person
  has_many :determiner_roles, class_name: 'Determiner', dependent: :restrict_with_error, inverse_of: :person
  has_many :editor_roles, class_name: 'SourceEditor', dependent: :restrict_with_error, inverse_of: :person
  has_many :georeferencer_roles, class_name: 'Georeferencer', dependent: :restrict_with_error, inverse_of: :person
  has_many :source_roles, class_name: 'SourceSource', dependent: :restrict_with_error, inverse_of: :person
  has_many :taxon_name_author_roles, class_name: 'TaxonNameAuthor', dependent: :restrict_with_error, inverse_of: :person

  has_many :authored_sources, class_name: 'Source::Bibtex', through: :author_roles, source: :role_object, source_type: 'Source', inverse_of: :authors
  has_many :edited_sources, class_name: 'Source::Bibtex', through: :editor_roles, source: :role_object, source_type: 'Source', inverse_of: :editors
  has_many :human_sources, class_name: 'Source::Bibtex', through: :source_roles, source: :role_object, source_type: 'Source', inverse_of: :people
  has_many :authored_taxon_names, through: :taxon_name_author_roles, source: :role_object, source_type: 'TaxonName', class_name: 'Protonym', inverse_of: :taxon_name_authors
  has_many :collecting_events, through: :collector_roles, source: :role_object, source_type: 'CollectingEvent', inverse_of: :collectors
  has_many :georeferences, through: :georeferencer_roles, source: :role_object, source_type: 'Georeference', inverse_of: :georeference_authors
  has_many :taxon_determinations, through: :determiner_roles, source: :role_object, source_type: 'TaxonDetermination', inverse_of: :determiners

  # TODO: !?
  has_many :sources, through: :roles, source: :role_object, source_type: 'Source' # Editor or Author or Person

  has_many :collection_objects, through: :collecting_events

  scope :created_before, -> (time) { where('created_at < ?', time) }
  scope :with_role, -> (role) { includes(:roles).where(roles: {type: role}) }
  scope :ordered_by_last_name, -> { order(:last_name) }

  scope :used_in_project, -> (project_id) { joins(:roles).where( roles: { project_id: } ) }

  # Apply a "proper" case to all strings
  def namecase_names
    write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
    write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
    write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
    write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
  end

  # @return [Boolean]
  #   !! overwrites IsData#is_in_use?
  def is_in_use?
    roles.reload.any?
  end

  # @return Boolean
  #   whether or not this Person is linked to any data in the project
  def used_in_project?(project_id)
    Role.where(person_id: id, project_id:).any? ||
      Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
  end

  # @return [String]
  def name
    [first_name, prefix, last_name, suffix].compact.join(' ')
  end

  # @return [String]
  #   The person's name in BibTeX format (von last, Jr, first)
  def bibtex_name
    out = ''

    out << prefix + ' ' if prefix.present?
    out << last_name if last_name.present?
    out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
    out << suffix if suffix.present?

    out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
    out << first_name if first_name.present?
    out.strip
  end

  # @return [String]
  #   The person's full last name including prefix & suffix (von last Jr)
  def full_last_name
    [prefix, last_name, suffix].compact.join(' ')
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def orcid
    identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def wikidata_id
    identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
  end

  # @param [Integer] person_id
  # @return [Boolean]
  #   true if all records updated, false if any one failed (all or none)
  #
  # No person is destroyed, see `hard_merge`.

  #
  # r_person is merged into l_person (self)
  # !! the intent is to keep self and remove target
  #
  def merge_with(person_id)
    return false if person_id == id

    if r_person = Person.find(person_id) # get the person to merge to into self
      begin
        ApplicationRecord.transaction do
          # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
          # !! It appends person_id: <old> to Role.where() in callbacks, breaking
          # !! Role#vet_person, etc.
          # update merge person's roles to old
          Role.where(person_id: r_person.id).each do |r|
            return false unless r.update(person_id: id)
          end

          roles.reload

          l_person_hash = annotations_hash

          if r_person.first_name.present?
            if first_name.blank?
              update(first_name: r_person.first_name)
            else
              if first_name != r_person.first_name
                # create a first_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.first_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'first_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value: r_person.first_name,
                  alternate_value_object_attribute: 'first_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          if r_person.last_name.present?
            if last_name.blank?
              self.update(last_name: r_person.last_name) # NameCase() ?
            else
              if self.last_name != r_person.last_name
                # create a last_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.last_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'last_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value:  r_person.last_name,
                  alternate_value_object_attribute: 'last_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          r_person.annotations_hash.each do |r_kee, r_objects|
            r_objects.each do |r_o|
              skip  = false
              l_test = l_person_hash[r_kee]
              if l_test.present?
                l_test.each do |l_o| # only look at same-type annotations
                  # four types of annotations:
                  # # data attributes,
                  # # identifiers,
                  # # notes,
                  # # alternate values
                  case r_kee
                  when 'data attributes'
                    if l_o.type == r_o.type &&
                        l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                        l_o.value == r_o.value &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'identifiers'
                    if l_o.type == r_o.type &&
                        l_o.identifier == r_o.identifier &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'notes'
                    if l_o.text == r_o.text &&
                        l_o.note_object_attribute == r_o.note.object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'alternate values'
                    if l_o.value == r_o.value
                      if l_o.type == r_o.type &&
                          l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                          l_o.project_id == r_o.project_id
                        skip = true
                        break # stop looking in this bunch, if you found a match
                      end
                    end
                  end
                end
                skip
              end
              unless skip
                r_o.annotated_object = self
                r_o.save!
              end
            end
          end

          # TODO: handle prefix and suffix
          if false && prefix.blank? ## DD: do not change the name of verified person
            write_attribute(:prefix, r_person.prefix)
          else
            if r_person.prefix.present?
              # What to do when both have some content?
            end
          end

          if false && suffix.blank? ## DD: do not change the name of verified person
            self.suffix = r_person.suffix
          else
            if r_person.suffix.present?
              # What to do when both have some content?
            end
          end

          # TODO: handle years attributes
          if year_born.nil?
            self.year_born = r_person.year_born
          else
            unless r_person.year_born.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if year_died.nil?
            self.year_died = r_person.year_died
          else
            unless r_person.year_died.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if r_person.year_active_start # if not, r_person has nothing to contribute
            if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
              self.year_active_start = r_person.year_active_start
            end
          end

          if r_person.year_active_end # if not, r_person has nothing to contribute
            if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
              self.year_active_end = r_person.year_active_end
            end
          end

          # last thing to do in the transaction...
          # NO!!! -  unless self.persisted? (all people are at this point persisted!)
          self.save! if self.changed?
        end
      rescue ActiveRecord::RecordInvalid
        return false
      end
    end
    true
  end

  def hard_merge(person_id_to_destroy)
    return false if id == person_id_to_destroy
    begin
      person_to_destroy = Person.find(person_id_to_destroy)

      Person.transaction do
        merge_with(person_to_destroy.id)
        person_to_destroy.destroy!
      end

    rescue ActiveRecord::RecordNotDestroyed
      return false
    rescue ActiveRecord::RecordInvalid
      return false
    rescue ActiveRecord::RecordNotFound
      return false
    end
    true
  end

  # @return [Boolean]
  def is_determiner?
    determiner_roles.any?
  end

  # @return [Boolean]
  def is_taxon_name_author?
    taxon_name_author_roles.any?
  end

  # @return [Boolean]
  def is_georeferencer?
    georeferencer_roles.any?
  end

  # @return [Boolean]
  def is_author?
    author_roles.any?
  end

  # @return [Boolean]
  def is_editor?
    editor_roles.any?
  end

  # @return [Boolean]
  def is_source?
    source_roles.any?
  end

  # @return [Boolean]
  def is_collector?
    collector_roles.any?
  end

  def role_counts(project_id)
    {
      in_project: self.roles.where(project_id:).group(:type).count,
      not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
      community: self.roles.where(project_id: nil).group(:type).count
    }
  end

  def dwc_occurrences
    ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
  end

  # @param [String] name_string
  # @return [Array] of Hashes
  #   use citeproc to parse strings
  #   see also https://github.com/SpeciesFileGroup/taxonworks/issues/1161
  def self.parser(name_string)
    BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
  end

  # @param [String] name_string
  # @return [Array] of People
  #    return people for name strings
  def self.parse_to_people(name_string)
    parser(name_string).collect { |n|
      Person::Unvetted.new(
        last_name: n['family'] ? NameCase(n['family']) : nil,
        first_name: n['given'] ? NameCase(n['given']) : nil,
        prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
  end

  # @param role_type [String] one of the Role types
  # @return [Scope]
  #    the max 10 most recently used (1 week, could parameterize) people
  def self.used_recently(user_id, role_type = 'SourceAuthor')
    t = Role.arel_table
    p = Person.arel_table

    # i is a select manager
    i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
      .where(t['updated_at'].gt(1.week.ago))
      .where(t['updated_by_id'].eq(user_id))
      .where(t['type'].eq(role_type))
      .order(t['updated_at'].desc)

    # z is a table alias
    z = i.as('recent_t')

    Person.joins(
      Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
    ).pluck(:person_id).uniq
  end

  # @params Role [String] one the available roles
  # @return [Hash] geographic_areas optimized for user selection
  def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
    r = used_recently(user_id, role_type)
    h = {
      quick: [],
      pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
      recent: []
    }

    if r.empty?
      h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
    else
      h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
      h[:quick] = (
        Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
        Person.where('"people"."id" IN (?)', r.first(4) ).to_a
      ).uniq
    end
    h
  end

  protected

  # @return [Ignored]
  def died_after_born
    errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
  end

  # @return [Ignored]
  def activity_ended_after_started
    errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
  end

  # @return [Ignored]
  def not_active_after_death
    unless is_editor? || is_author?
      errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
      errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
    end
    true
  end

  # @return [Ignored]
  def not_active_before_birth
    errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
    errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_gandalf
    errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_balrog
    errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
  end

  # TODO: deprecate this, always set explicitly
  # @return [Ignored]
  def set_type_if_blank
    self.type = 'Person::Unvetted' if self.type.blank?
  end

  # @return [Ignored]
  def set_cached
    update_column(:cached, bibtex_name)
    set_role_cached
  end

  # @return [Ignored]
  def set_role_cached
    if change_to_cached_attribute?
      if roles.count > 25
        delay(queue: :cache).update_role_cached
      else
        update_role_cached
      end
    end
  end

  # @return Integer
  #   the total objects updated
  def update_role_cached
    # don't update the same object many times (e.g. CE of many COs?)
    updated = {}
    total = 0

    roles.reload.find_each do |r|
      i = r.role_object.class.base_class.to_s + r.role_object.to_param
      next if updated[i]
      r.send(:set_cached)
      updated[i] = true
      total += 1
    end

    total
  end

  # @return [Boolean]
  # Difficult to anticipate what
  # attributes will be cached in different models
  def change_to_cached_attribute?
    saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
  end

end

#no_cachedtrue?

Returns set as true to prevent caching.

Returns:

  • (true, nil)

    set as true to prevent caching



73
74
75
# File 'app/models/person.rb', line 73

def no_cached
  @no_cached
end

#no_namecasetrue?

Returns set as true to prevent application of NameCase().

Returns:

  • (true, nil)

    set as true to prevent application of NameCase()



77
78
79
# File 'app/models/person.rb', line 77

def no_namecase
  @no_namecase
end

#suffixString

string following the last/family name

Returns:

  • (String)


51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
# File 'app/models/person.rb', line 51

class Person < ApplicationRecord
  include Housekeeping::Users
  include Housekeeping::Timestamps
  include Shared::AlternateValues
  include Shared::DataAttributes
  include Shared::Identifiers
  include Shared::Notes
  include Shared::Depictions
  include Shared::Tags
  include Shared::SharedAcrossProjects
  include Shared::HasPapertrail
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include Shared::OriginRelationship


  ALTERNATE_VALUES_FOR = [:last_name, :first_name].freeze
  IGNORE_SIMILAR = [:type, :cached].freeze
  IGNORE_IDENTICAL = [:type, :first_name, :last_name, :prefix, :suffix].freeze

  # @return [true, nil]
  #   set as true to prevent caching
  attr_accessor :no_cached

  # @return [true, nil]
  #   set as true to prevent application of NameCase()
  attr_accessor :no_namecase

  validates_presence_of :last_name, :type

  validates :year_born, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_died, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_active_start, inclusion: {in: 0..Time.now.year, message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validates :year_active_end, inclusion: {in: 0..Time.now.year , message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validate :died_after_born
  validate :activity_ended_after_started
  validate :not_active_after_death
  validate :not_active_before_birth
  validate :not_gandalf
  validate :not_balrog

  before_validation :namecase_names, unless: Proc.new {|n| n.no_namecase }

  # TODO: remove this
  before_validation :set_type_if_blank

  after_save :set_cached, unless: Proc.new { |n| n.no_cached || errors.any? }

  validates :type, inclusion: {
    in: ['Person::Vetted', 'Person::Unvetted'],
    message: '%{value} is not a validly_published type'}

  has_one :user, dependent: :restrict_with_error, inverse_of: :person

  has_many :roles, dependent: :restrict_with_error, inverse_of: :person # before_remove: :set_cached_for_related

  has_many :author_roles, class_name: 'SourceAuthor', dependent: :restrict_with_error, inverse_of: :person #, before_remove: :set_cached_for_related
  has_many :collector_roles, class_name: 'Collector', dependent: :restrict_with_error, inverse_of: :person
  has_many :determiner_roles, class_name: 'Determiner', dependent: :restrict_with_error, inverse_of: :person
  has_many :editor_roles, class_name: 'SourceEditor', dependent: :restrict_with_error, inverse_of: :person
  has_many :georeferencer_roles, class_name: 'Georeferencer', dependent: :restrict_with_error, inverse_of: :person
  has_many :source_roles, class_name: 'SourceSource', dependent: :restrict_with_error, inverse_of: :person
  has_many :taxon_name_author_roles, class_name: 'TaxonNameAuthor', dependent: :restrict_with_error, inverse_of: :person

  has_many :authored_sources, class_name: 'Source::Bibtex', through: :author_roles, source: :role_object, source_type: 'Source', inverse_of: :authors
  has_many :edited_sources, class_name: 'Source::Bibtex', through: :editor_roles, source: :role_object, source_type: 'Source', inverse_of: :editors
  has_many :human_sources, class_name: 'Source::Bibtex', through: :source_roles, source: :role_object, source_type: 'Source', inverse_of: :people
  has_many :authored_taxon_names, through: :taxon_name_author_roles, source: :role_object, source_type: 'TaxonName', class_name: 'Protonym', inverse_of: :taxon_name_authors
  has_many :collecting_events, through: :collector_roles, source: :role_object, source_type: 'CollectingEvent', inverse_of: :collectors
  has_many :georeferences, through: :georeferencer_roles, source: :role_object, source_type: 'Georeference', inverse_of: :georeference_authors
  has_many :taxon_determinations, through: :determiner_roles, source: :role_object, source_type: 'TaxonDetermination', inverse_of: :determiners

  # TODO: !?
  has_many :sources, through: :roles, source: :role_object, source_type: 'Source' # Editor or Author or Person

  has_many :collection_objects, through: :collecting_events

  scope :created_before, -> (time) { where('created_at < ?', time) }
  scope :with_role, -> (role) { includes(:roles).where(roles: {type: role}) }
  scope :ordered_by_last_name, -> { order(:last_name) }

  scope :used_in_project, -> (project_id) { joins(:roles).where( roles: { project_id: } ) }

  # Apply a "proper" case to all strings
  def namecase_names
    write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
    write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
    write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
    write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
  end

  # @return [Boolean]
  #   !! overwrites IsData#is_in_use?
  def is_in_use?
    roles.reload.any?
  end

  # @return Boolean
  #   whether or not this Person is linked to any data in the project
  def used_in_project?(project_id)
    Role.where(person_id: id, project_id:).any? ||
      Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
  end

  # @return [String]
  def name
    [first_name, prefix, last_name, suffix].compact.join(' ')
  end

  # @return [String]
  #   The person's name in BibTeX format (von last, Jr, first)
  def bibtex_name
    out = ''

    out << prefix + ' ' if prefix.present?
    out << last_name if last_name.present?
    out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
    out << suffix if suffix.present?

    out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
    out << first_name if first_name.present?
    out.strip
  end

  # @return [String]
  #   The person's full last name including prefix & suffix (von last Jr)
  def full_last_name
    [prefix, last_name, suffix].compact.join(' ')
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def orcid
    identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def wikidata_id
    identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
  end

  # @param [Integer] person_id
  # @return [Boolean]
  #   true if all records updated, false if any one failed (all or none)
  #
  # No person is destroyed, see `hard_merge`.

  #
  # r_person is merged into l_person (self)
  # !! the intent is to keep self and remove target
  #
  def merge_with(person_id)
    return false if person_id == id

    if r_person = Person.find(person_id) # get the person to merge to into self
      begin
        ApplicationRecord.transaction do
          # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
          # !! It appends person_id: <old> to Role.where() in callbacks, breaking
          # !! Role#vet_person, etc.
          # update merge person's roles to old
          Role.where(person_id: r_person.id).each do |r|
            return false unless r.update(person_id: id)
          end

          roles.reload

          l_person_hash = annotations_hash

          if r_person.first_name.present?
            if first_name.blank?
              update(first_name: r_person.first_name)
            else
              if first_name != r_person.first_name
                # create a first_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.first_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'first_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value: r_person.first_name,
                  alternate_value_object_attribute: 'first_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          if r_person.last_name.present?
            if last_name.blank?
              self.update(last_name: r_person.last_name) # NameCase() ?
            else
              if self.last_name != r_person.last_name
                # create a last_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.last_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'last_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value:  r_person.last_name,
                  alternate_value_object_attribute: 'last_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          r_person.annotations_hash.each do |r_kee, r_objects|
            r_objects.each do |r_o|
              skip  = false
              l_test = l_person_hash[r_kee]
              if l_test.present?
                l_test.each do |l_o| # only look at same-type annotations
                  # four types of annotations:
                  # # data attributes,
                  # # identifiers,
                  # # notes,
                  # # alternate values
                  case r_kee
                  when 'data attributes'
                    if l_o.type == r_o.type &&
                        l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                        l_o.value == r_o.value &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'identifiers'
                    if l_o.type == r_o.type &&
                        l_o.identifier == r_o.identifier &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'notes'
                    if l_o.text == r_o.text &&
                        l_o.note_object_attribute == r_o.note.object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'alternate values'
                    if l_o.value == r_o.value
                      if l_o.type == r_o.type &&
                          l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                          l_o.project_id == r_o.project_id
                        skip = true
                        break # stop looking in this bunch, if you found a match
                      end
                    end
                  end
                end
                skip
              end
              unless skip
                r_o.annotated_object = self
                r_o.save!
              end
            end
          end

          # TODO: handle prefix and suffix
          if false && prefix.blank? ## DD: do not change the name of verified person
            write_attribute(:prefix, r_person.prefix)
          else
            if r_person.prefix.present?
              # What to do when both have some content?
            end
          end

          if false && suffix.blank? ## DD: do not change the name of verified person
            self.suffix = r_person.suffix
          else
            if r_person.suffix.present?
              # What to do when both have some content?
            end
          end

          # TODO: handle years attributes
          if year_born.nil?
            self.year_born = r_person.year_born
          else
            unless r_person.year_born.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if year_died.nil?
            self.year_died = r_person.year_died
          else
            unless r_person.year_died.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if r_person.year_active_start # if not, r_person has nothing to contribute
            if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
              self.year_active_start = r_person.year_active_start
            end
          end

          if r_person.year_active_end # if not, r_person has nothing to contribute
            if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
              self.year_active_end = r_person.year_active_end
            end
          end

          # last thing to do in the transaction...
          # NO!!! -  unless self.persisted? (all people are at this point persisted!)
          self.save! if self.changed?
        end
      rescue ActiveRecord::RecordInvalid
        return false
      end
    end
    true
  end

  def hard_merge(person_id_to_destroy)
    return false if id == person_id_to_destroy
    begin
      person_to_destroy = Person.find(person_id_to_destroy)

      Person.transaction do
        merge_with(person_to_destroy.id)
        person_to_destroy.destroy!
      end

    rescue ActiveRecord::RecordNotDestroyed
      return false
    rescue ActiveRecord::RecordInvalid
      return false
    rescue ActiveRecord::RecordNotFound
      return false
    end
    true
  end

  # @return [Boolean]
  def is_determiner?
    determiner_roles.any?
  end

  # @return [Boolean]
  def is_taxon_name_author?
    taxon_name_author_roles.any?
  end

  # @return [Boolean]
  def is_georeferencer?
    georeferencer_roles.any?
  end

  # @return [Boolean]
  def is_author?
    author_roles.any?
  end

  # @return [Boolean]
  def is_editor?
    editor_roles.any?
  end

  # @return [Boolean]
  def is_source?
    source_roles.any?
  end

  # @return [Boolean]
  def is_collector?
    collector_roles.any?
  end

  def role_counts(project_id)
    {
      in_project: self.roles.where(project_id:).group(:type).count,
      not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
      community: self.roles.where(project_id: nil).group(:type).count
    }
  end

  def dwc_occurrences
    ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
  end

  # @param [String] name_string
  # @return [Array] of Hashes
  #   use citeproc to parse strings
  #   see also https://github.com/SpeciesFileGroup/taxonworks/issues/1161
  def self.parser(name_string)
    BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
  end

  # @param [String] name_string
  # @return [Array] of People
  #    return people for name strings
  def self.parse_to_people(name_string)
    parser(name_string).collect { |n|
      Person::Unvetted.new(
        last_name: n['family'] ? NameCase(n['family']) : nil,
        first_name: n['given'] ? NameCase(n['given']) : nil,
        prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
  end

  # @param role_type [String] one of the Role types
  # @return [Scope]
  #    the max 10 most recently used (1 week, could parameterize) people
  def self.used_recently(user_id, role_type = 'SourceAuthor')
    t = Role.arel_table
    p = Person.arel_table

    # i is a select manager
    i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
      .where(t['updated_at'].gt(1.week.ago))
      .where(t['updated_by_id'].eq(user_id))
      .where(t['type'].eq(role_type))
      .order(t['updated_at'].desc)

    # z is a table alias
    z = i.as('recent_t')

    Person.joins(
      Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
    ).pluck(:person_id).uniq
  end

  # @params Role [String] one the available roles
  # @return [Hash] geographic_areas optimized for user selection
  def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
    r = used_recently(user_id, role_type)
    h = {
      quick: [],
      pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
      recent: []
    }

    if r.empty?
      h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
    else
      h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
      h[:quick] = (
        Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
        Person.where('"people"."id" IN (?)', r.first(4) ).to_a
      ).uniq
    end
    h
  end

  protected

  # @return [Ignored]
  def died_after_born
    errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
  end

  # @return [Ignored]
  def activity_ended_after_started
    errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
  end

  # @return [Ignored]
  def not_active_after_death
    unless is_editor? || is_author?
      errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
      errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
    end
    true
  end

  # @return [Ignored]
  def not_active_before_birth
    errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
    errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_gandalf
    errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_balrog
    errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
  end

  # TODO: deprecate this, always set explicitly
  # @return [Ignored]
  def set_type_if_blank
    self.type = 'Person::Unvetted' if self.type.blank?
  end

  # @return [Ignored]
  def set_cached
    update_column(:cached, bibtex_name)
    set_role_cached
  end

  # @return [Ignored]
  def set_role_cached
    if change_to_cached_attribute?
      if roles.count > 25
        delay(queue: :cache).update_role_cached
      else
        update_role_cached
      end
    end
  end

  # @return Integer
  #   the total objects updated
  def update_role_cached
    # don't update the same object many times (e.g. CE of many COs?)
    updated = {}
    total = 0

    roles.reload.find_each do |r|
      i = r.role_object.class.base_class.to_s + r.role_object.to_param
      next if updated[i]
      r.send(:set_cached)
      updated[i] = true
      total += 1
    end

    total
  end

  # @return [Boolean]
  # Difficult to anticipate what
  # attributes will be cached in different models
  def change_to_cached_attribute?
    saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
  end

end

#typeString

Person::Vetted or Person::Unvetted

Returns:

  • (String)


51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
# File 'app/models/person.rb', line 51

class Person < ApplicationRecord
  include Housekeeping::Users
  include Housekeeping::Timestamps
  include Shared::AlternateValues
  include Shared::DataAttributes
  include Shared::Identifiers
  include Shared::Notes
  include Shared::Depictions
  include Shared::Tags
  include Shared::SharedAcrossProjects
  include Shared::HasPapertrail
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include Shared::OriginRelationship


  ALTERNATE_VALUES_FOR = [:last_name, :first_name].freeze
  IGNORE_SIMILAR = [:type, :cached].freeze
  IGNORE_IDENTICAL = [:type, :first_name, :last_name, :prefix, :suffix].freeze

  # @return [true, nil]
  #   set as true to prevent caching
  attr_accessor :no_cached

  # @return [true, nil]
  #   set as true to prevent application of NameCase()
  attr_accessor :no_namecase

  validates_presence_of :last_name, :type

  validates :year_born, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_died, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_active_start, inclusion: {in: 0..Time.now.year, message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validates :year_active_end, inclusion: {in: 0..Time.now.year , message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validate :died_after_born
  validate :activity_ended_after_started
  validate :not_active_after_death
  validate :not_active_before_birth
  validate :not_gandalf
  validate :not_balrog

  before_validation :namecase_names, unless: Proc.new {|n| n.no_namecase }

  # TODO: remove this
  before_validation :set_type_if_blank

  after_save :set_cached, unless: Proc.new { |n| n.no_cached || errors.any? }

  validates :type, inclusion: {
    in: ['Person::Vetted', 'Person::Unvetted'],
    message: '%{value} is not a validly_published type'}

  has_one :user, dependent: :restrict_with_error, inverse_of: :person

  has_many :roles, dependent: :restrict_with_error, inverse_of: :person # before_remove: :set_cached_for_related

  has_many :author_roles, class_name: 'SourceAuthor', dependent: :restrict_with_error, inverse_of: :person #, before_remove: :set_cached_for_related
  has_many :collector_roles, class_name: 'Collector', dependent: :restrict_with_error, inverse_of: :person
  has_many :determiner_roles, class_name: 'Determiner', dependent: :restrict_with_error, inverse_of: :person
  has_many :editor_roles, class_name: 'SourceEditor', dependent: :restrict_with_error, inverse_of: :person
  has_many :georeferencer_roles, class_name: 'Georeferencer', dependent: :restrict_with_error, inverse_of: :person
  has_many :source_roles, class_name: 'SourceSource', dependent: :restrict_with_error, inverse_of: :person
  has_many :taxon_name_author_roles, class_name: 'TaxonNameAuthor', dependent: :restrict_with_error, inverse_of: :person

  has_many :authored_sources, class_name: 'Source::Bibtex', through: :author_roles, source: :role_object, source_type: 'Source', inverse_of: :authors
  has_many :edited_sources, class_name: 'Source::Bibtex', through: :editor_roles, source: :role_object, source_type: 'Source', inverse_of: :editors
  has_many :human_sources, class_name: 'Source::Bibtex', through: :source_roles, source: :role_object, source_type: 'Source', inverse_of: :people
  has_many :authored_taxon_names, through: :taxon_name_author_roles, source: :role_object, source_type: 'TaxonName', class_name: 'Protonym', inverse_of: :taxon_name_authors
  has_many :collecting_events, through: :collector_roles, source: :role_object, source_type: 'CollectingEvent', inverse_of: :collectors
  has_many :georeferences, through: :georeferencer_roles, source: :role_object, source_type: 'Georeference', inverse_of: :georeference_authors
  has_many :taxon_determinations, through: :determiner_roles, source: :role_object, source_type: 'TaxonDetermination', inverse_of: :determiners

  # TODO: !?
  has_many :sources, through: :roles, source: :role_object, source_type: 'Source' # Editor or Author or Person

  has_many :collection_objects, through: :collecting_events

  scope :created_before, -> (time) { where('created_at < ?', time) }
  scope :with_role, -> (role) { includes(:roles).where(roles: {type: role}) }
  scope :ordered_by_last_name, -> { order(:last_name) }

  scope :used_in_project, -> (project_id) { joins(:roles).where( roles: { project_id: } ) }

  # Apply a "proper" case to all strings
  def namecase_names
    write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
    write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
    write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
    write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
  end

  # @return [Boolean]
  #   !! overwrites IsData#is_in_use?
  def is_in_use?
    roles.reload.any?
  end

  # @return Boolean
  #   whether or not this Person is linked to any data in the project
  def used_in_project?(project_id)
    Role.where(person_id: id, project_id:).any? ||
      Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
  end

  # @return [String]
  def name
    [first_name, prefix, last_name, suffix].compact.join(' ')
  end

  # @return [String]
  #   The person's name in BibTeX format (von last, Jr, first)
  def bibtex_name
    out = ''

    out << prefix + ' ' if prefix.present?
    out << last_name if last_name.present?
    out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
    out << suffix if suffix.present?

    out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
    out << first_name if first_name.present?
    out.strip
  end

  # @return [String]
  #   The person's full last name including prefix & suffix (von last Jr)
  def full_last_name
    [prefix, last_name, suffix].compact.join(' ')
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def orcid
    identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def wikidata_id
    identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
  end

  # @param [Integer] person_id
  # @return [Boolean]
  #   true if all records updated, false if any one failed (all or none)
  #
  # No person is destroyed, see `hard_merge`.

  #
  # r_person is merged into l_person (self)
  # !! the intent is to keep self and remove target
  #
  def merge_with(person_id)
    return false if person_id == id

    if r_person = Person.find(person_id) # get the person to merge to into self
      begin
        ApplicationRecord.transaction do
          # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
          # !! It appends person_id: <old> to Role.where() in callbacks, breaking
          # !! Role#vet_person, etc.
          # update merge person's roles to old
          Role.where(person_id: r_person.id).each do |r|
            return false unless r.update(person_id: id)
          end

          roles.reload

          l_person_hash = annotations_hash

          if r_person.first_name.present?
            if first_name.blank?
              update(first_name: r_person.first_name)
            else
              if first_name != r_person.first_name
                # create a first_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.first_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'first_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value: r_person.first_name,
                  alternate_value_object_attribute: 'first_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          if r_person.last_name.present?
            if last_name.blank?
              self.update(last_name: r_person.last_name) # NameCase() ?
            else
              if self.last_name != r_person.last_name
                # create a last_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.last_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'last_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value:  r_person.last_name,
                  alternate_value_object_attribute: 'last_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          r_person.annotations_hash.each do |r_kee, r_objects|
            r_objects.each do |r_o|
              skip  = false
              l_test = l_person_hash[r_kee]
              if l_test.present?
                l_test.each do |l_o| # only look at same-type annotations
                  # four types of annotations:
                  # # data attributes,
                  # # identifiers,
                  # # notes,
                  # # alternate values
                  case r_kee
                  when 'data attributes'
                    if l_o.type == r_o.type &&
                        l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                        l_o.value == r_o.value &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'identifiers'
                    if l_o.type == r_o.type &&
                        l_o.identifier == r_o.identifier &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'notes'
                    if l_o.text == r_o.text &&
                        l_o.note_object_attribute == r_o.note.object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'alternate values'
                    if l_o.value == r_o.value
                      if l_o.type == r_o.type &&
                          l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                          l_o.project_id == r_o.project_id
                        skip = true
                        break # stop looking in this bunch, if you found a match
                      end
                    end
                  end
                end
                skip
              end
              unless skip
                r_o.annotated_object = self
                r_o.save!
              end
            end
          end

          # TODO: handle prefix and suffix
          if false && prefix.blank? ## DD: do not change the name of verified person
            write_attribute(:prefix, r_person.prefix)
          else
            if r_person.prefix.present?
              # What to do when both have some content?
            end
          end

          if false && suffix.blank? ## DD: do not change the name of verified person
            self.suffix = r_person.suffix
          else
            if r_person.suffix.present?
              # What to do when both have some content?
            end
          end

          # TODO: handle years attributes
          if year_born.nil?
            self.year_born = r_person.year_born
          else
            unless r_person.year_born.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if year_died.nil?
            self.year_died = r_person.year_died
          else
            unless r_person.year_died.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if r_person.year_active_start # if not, r_person has nothing to contribute
            if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
              self.year_active_start = r_person.year_active_start
            end
          end

          if r_person.year_active_end # if not, r_person has nothing to contribute
            if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
              self.year_active_end = r_person.year_active_end
            end
          end

          # last thing to do in the transaction...
          # NO!!! -  unless self.persisted? (all people are at this point persisted!)
          self.save! if self.changed?
        end
      rescue ActiveRecord::RecordInvalid
        return false
      end
    end
    true
  end

  def hard_merge(person_id_to_destroy)
    return false if id == person_id_to_destroy
    begin
      person_to_destroy = Person.find(person_id_to_destroy)

      Person.transaction do
        merge_with(person_to_destroy.id)
        person_to_destroy.destroy!
      end

    rescue ActiveRecord::RecordNotDestroyed
      return false
    rescue ActiveRecord::RecordInvalid
      return false
    rescue ActiveRecord::RecordNotFound
      return false
    end
    true
  end

  # @return [Boolean]
  def is_determiner?
    determiner_roles.any?
  end

  # @return [Boolean]
  def is_taxon_name_author?
    taxon_name_author_roles.any?
  end

  # @return [Boolean]
  def is_georeferencer?
    georeferencer_roles.any?
  end

  # @return [Boolean]
  def is_author?
    author_roles.any?
  end

  # @return [Boolean]
  def is_editor?
    editor_roles.any?
  end

  # @return [Boolean]
  def is_source?
    source_roles.any?
  end

  # @return [Boolean]
  def is_collector?
    collector_roles.any?
  end

  def role_counts(project_id)
    {
      in_project: self.roles.where(project_id:).group(:type).count,
      not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
      community: self.roles.where(project_id: nil).group(:type).count
    }
  end

  def dwc_occurrences
    ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
  end

  # @param [String] name_string
  # @return [Array] of Hashes
  #   use citeproc to parse strings
  #   see also https://github.com/SpeciesFileGroup/taxonworks/issues/1161
  def self.parser(name_string)
    BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
  end

  # @param [String] name_string
  # @return [Array] of People
  #    return people for name strings
  def self.parse_to_people(name_string)
    parser(name_string).collect { |n|
      Person::Unvetted.new(
        last_name: n['family'] ? NameCase(n['family']) : nil,
        first_name: n['given'] ? NameCase(n['given']) : nil,
        prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
  end

  # @param role_type [String] one of the Role types
  # @return [Scope]
  #    the max 10 most recently used (1 week, could parameterize) people
  def self.used_recently(user_id, role_type = 'SourceAuthor')
    t = Role.arel_table
    p = Person.arel_table

    # i is a select manager
    i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
      .where(t['updated_at'].gt(1.week.ago))
      .where(t['updated_by_id'].eq(user_id))
      .where(t['type'].eq(role_type))
      .order(t['updated_at'].desc)

    # z is a table alias
    z = i.as('recent_t')

    Person.joins(
      Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
    ).pluck(:person_id).uniq
  end

  # @params Role [String] one the available roles
  # @return [Hash] geographic_areas optimized for user selection
  def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
    r = used_recently(user_id, role_type)
    h = {
      quick: [],
      pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
      recent: []
    }

    if r.empty?
      h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
    else
      h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
      h[:quick] = (
        Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
        Person.where('"people"."id" IN (?)', r.first(4) ).to_a
      ).uniq
    end
    h
  end

  protected

  # @return [Ignored]
  def died_after_born
    errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
  end

  # @return [Ignored]
  def activity_ended_after_started
    errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
  end

  # @return [Ignored]
  def not_active_after_death
    unless is_editor? || is_author?
      errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
      errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
    end
    true
  end

  # @return [Ignored]
  def not_active_before_birth
    errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
    errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_gandalf
    errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_balrog
    errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
  end

  # TODO: deprecate this, always set explicitly
  # @return [Ignored]
  def set_type_if_blank
    self.type = 'Person::Unvetted' if self.type.blank?
  end

  # @return [Ignored]
  def set_cached
    update_column(:cached, bibtex_name)
    set_role_cached
  end

  # @return [Ignored]
  def set_role_cached
    if change_to_cached_attribute?
      if roles.count > 25
        delay(queue: :cache).update_role_cached
      else
        update_role_cached
      end
    end
  end

  # @return Integer
  #   the total objects updated
  def update_role_cached
    # don't update the same object many times (e.g. CE of many COs?)
    updated = {}
    total = 0

    roles.reload.find_each do |r|
      i = r.role_object.class.base_class.to_s + r.role_object.to_param
      next if updated[i]
      r.send(:set_cached)
      updated[i] = true
      total += 1
    end

    total
  end

  # @return [Boolean]
  # Difficult to anticipate what
  # attributes will be cached in different models
  def change_to_cached_attribute?
    saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
  end

end

#year_active_endInteger

Returns (rough) ending point of when person made scientific assertions that were dissemenated (i.e. could be seen by others).

Returns:

  • (Integer)

    (rough) ending point of when person made scientific assertions that were dissemenated (i.e. could be seen by others)



51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
# File 'app/models/person.rb', line 51

class Person < ApplicationRecord
  include Housekeeping::Users
  include Housekeeping::Timestamps
  include Shared::AlternateValues
  include Shared::DataAttributes
  include Shared::Identifiers
  include Shared::Notes
  include Shared::Depictions
  include Shared::Tags
  include Shared::SharedAcrossProjects
  include Shared::HasPapertrail
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include Shared::OriginRelationship


  ALTERNATE_VALUES_FOR = [:last_name, :first_name].freeze
  IGNORE_SIMILAR = [:type, :cached].freeze
  IGNORE_IDENTICAL = [:type, :first_name, :last_name, :prefix, :suffix].freeze

  # @return [true, nil]
  #   set as true to prevent caching
  attr_accessor :no_cached

  # @return [true, nil]
  #   set as true to prevent application of NameCase()
  attr_accessor :no_namecase

  validates_presence_of :last_name, :type

  validates :year_born, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_died, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_active_start, inclusion: {in: 0..Time.now.year, message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validates :year_active_end, inclusion: {in: 0..Time.now.year , message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validate :died_after_born
  validate :activity_ended_after_started
  validate :not_active_after_death
  validate :not_active_before_birth
  validate :not_gandalf
  validate :not_balrog

  before_validation :namecase_names, unless: Proc.new {|n| n.no_namecase }

  # TODO: remove this
  before_validation :set_type_if_blank

  after_save :set_cached, unless: Proc.new { |n| n.no_cached || errors.any? }

  validates :type, inclusion: {
    in: ['Person::Vetted', 'Person::Unvetted'],
    message: '%{value} is not a validly_published type'}

  has_one :user, dependent: :restrict_with_error, inverse_of: :person

  has_many :roles, dependent: :restrict_with_error, inverse_of: :person # before_remove: :set_cached_for_related

  has_many :author_roles, class_name: 'SourceAuthor', dependent: :restrict_with_error, inverse_of: :person #, before_remove: :set_cached_for_related
  has_many :collector_roles, class_name: 'Collector', dependent: :restrict_with_error, inverse_of: :person
  has_many :determiner_roles, class_name: 'Determiner', dependent: :restrict_with_error, inverse_of: :person
  has_many :editor_roles, class_name: 'SourceEditor', dependent: :restrict_with_error, inverse_of: :person
  has_many :georeferencer_roles, class_name: 'Georeferencer', dependent: :restrict_with_error, inverse_of: :person
  has_many :source_roles, class_name: 'SourceSource', dependent: :restrict_with_error, inverse_of: :person
  has_many :taxon_name_author_roles, class_name: 'TaxonNameAuthor', dependent: :restrict_with_error, inverse_of: :person

  has_many :authored_sources, class_name: 'Source::Bibtex', through: :author_roles, source: :role_object, source_type: 'Source', inverse_of: :authors
  has_many :edited_sources, class_name: 'Source::Bibtex', through: :editor_roles, source: :role_object, source_type: 'Source', inverse_of: :editors
  has_many :human_sources, class_name: 'Source::Bibtex', through: :source_roles, source: :role_object, source_type: 'Source', inverse_of: :people
  has_many :authored_taxon_names, through: :taxon_name_author_roles, source: :role_object, source_type: 'TaxonName', class_name: 'Protonym', inverse_of: :taxon_name_authors
  has_many :collecting_events, through: :collector_roles, source: :role_object, source_type: 'CollectingEvent', inverse_of: :collectors
  has_many :georeferences, through: :georeferencer_roles, source: :role_object, source_type: 'Georeference', inverse_of: :georeference_authors
  has_many :taxon_determinations, through: :determiner_roles, source: :role_object, source_type: 'TaxonDetermination', inverse_of: :determiners

  # TODO: !?
  has_many :sources, through: :roles, source: :role_object, source_type: 'Source' # Editor or Author or Person

  has_many :collection_objects, through: :collecting_events

  scope :created_before, -> (time) { where('created_at < ?', time) }
  scope :with_role, -> (role) { includes(:roles).where(roles: {type: role}) }
  scope :ordered_by_last_name, -> { order(:last_name) }

  scope :used_in_project, -> (project_id) { joins(:roles).where( roles: { project_id: } ) }

  # Apply a "proper" case to all strings
  def namecase_names
    write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
    write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
    write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
    write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
  end

  # @return [Boolean]
  #   !! overwrites IsData#is_in_use?
  def is_in_use?
    roles.reload.any?
  end

  # @return Boolean
  #   whether or not this Person is linked to any data in the project
  def used_in_project?(project_id)
    Role.where(person_id: id, project_id:).any? ||
      Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
  end

  # @return [String]
  def name
    [first_name, prefix, last_name, suffix].compact.join(' ')
  end

  # @return [String]
  #   The person's name in BibTeX format (von last, Jr, first)
  def bibtex_name
    out = ''

    out << prefix + ' ' if prefix.present?
    out << last_name if last_name.present?
    out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
    out << suffix if suffix.present?

    out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
    out << first_name if first_name.present?
    out.strip
  end

  # @return [String]
  #   The person's full last name including prefix & suffix (von last Jr)
  def full_last_name
    [prefix, last_name, suffix].compact.join(' ')
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def orcid
    identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def wikidata_id
    identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
  end

  # @param [Integer] person_id
  # @return [Boolean]
  #   true if all records updated, false if any one failed (all or none)
  #
  # No person is destroyed, see `hard_merge`.

  #
  # r_person is merged into l_person (self)
  # !! the intent is to keep self and remove target
  #
  def merge_with(person_id)
    return false if person_id == id

    if r_person = Person.find(person_id) # get the person to merge to into self
      begin
        ApplicationRecord.transaction do
          # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
          # !! It appends person_id: <old> to Role.where() in callbacks, breaking
          # !! Role#vet_person, etc.
          # update merge person's roles to old
          Role.where(person_id: r_person.id).each do |r|
            return false unless r.update(person_id: id)
          end

          roles.reload

          l_person_hash = annotations_hash

          if r_person.first_name.present?
            if first_name.blank?
              update(first_name: r_person.first_name)
            else
              if first_name != r_person.first_name
                # create a first_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.first_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'first_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value: r_person.first_name,
                  alternate_value_object_attribute: 'first_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          if r_person.last_name.present?
            if last_name.blank?
              self.update(last_name: r_person.last_name) # NameCase() ?
            else
              if self.last_name != r_person.last_name
                # create a last_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.last_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'last_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value:  r_person.last_name,
                  alternate_value_object_attribute: 'last_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          r_person.annotations_hash.each do |r_kee, r_objects|
            r_objects.each do |r_o|
              skip  = false
              l_test = l_person_hash[r_kee]
              if l_test.present?
                l_test.each do |l_o| # only look at same-type annotations
                  # four types of annotations:
                  # # data attributes,
                  # # identifiers,
                  # # notes,
                  # # alternate values
                  case r_kee
                  when 'data attributes'
                    if l_o.type == r_o.type &&
                        l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                        l_o.value == r_o.value &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'identifiers'
                    if l_o.type == r_o.type &&
                        l_o.identifier == r_o.identifier &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'notes'
                    if l_o.text == r_o.text &&
                        l_o.note_object_attribute == r_o.note.object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'alternate values'
                    if l_o.value == r_o.value
                      if l_o.type == r_o.type &&
                          l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                          l_o.project_id == r_o.project_id
                        skip = true
                        break # stop looking in this bunch, if you found a match
                      end
                    end
                  end
                end
                skip
              end
              unless skip
                r_o.annotated_object = self
                r_o.save!
              end
            end
          end

          # TODO: handle prefix and suffix
          if false && prefix.blank? ## DD: do not change the name of verified person
            write_attribute(:prefix, r_person.prefix)
          else
            if r_person.prefix.present?
              # What to do when both have some content?
            end
          end

          if false && suffix.blank? ## DD: do not change the name of verified person
            self.suffix = r_person.suffix
          else
            if r_person.suffix.present?
              # What to do when both have some content?
            end
          end

          # TODO: handle years attributes
          if year_born.nil?
            self.year_born = r_person.year_born
          else
            unless r_person.year_born.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if year_died.nil?
            self.year_died = r_person.year_died
          else
            unless r_person.year_died.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if r_person.year_active_start # if not, r_person has nothing to contribute
            if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
              self.year_active_start = r_person.year_active_start
            end
          end

          if r_person.year_active_end # if not, r_person has nothing to contribute
            if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
              self.year_active_end = r_person.year_active_end
            end
          end

          # last thing to do in the transaction...
          # NO!!! -  unless self.persisted? (all people are at this point persisted!)
          self.save! if self.changed?
        end
      rescue ActiveRecord::RecordInvalid
        return false
      end
    end
    true
  end

  def hard_merge(person_id_to_destroy)
    return false if id == person_id_to_destroy
    begin
      person_to_destroy = Person.find(person_id_to_destroy)

      Person.transaction do
        merge_with(person_to_destroy.id)
        person_to_destroy.destroy!
      end

    rescue ActiveRecord::RecordNotDestroyed
      return false
    rescue ActiveRecord::RecordInvalid
      return false
    rescue ActiveRecord::RecordNotFound
      return false
    end
    true
  end

  # @return [Boolean]
  def is_determiner?
    determiner_roles.any?
  end

  # @return [Boolean]
  def is_taxon_name_author?
    taxon_name_author_roles.any?
  end

  # @return [Boolean]
  def is_georeferencer?
    georeferencer_roles.any?
  end

  # @return [Boolean]
  def is_author?
    author_roles.any?
  end

  # @return [Boolean]
  def is_editor?
    editor_roles.any?
  end

  # @return [Boolean]
  def is_source?
    source_roles.any?
  end

  # @return [Boolean]
  def is_collector?
    collector_roles.any?
  end

  def role_counts(project_id)
    {
      in_project: self.roles.where(project_id:).group(:type).count,
      not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
      community: self.roles.where(project_id: nil).group(:type).count
    }
  end

  def dwc_occurrences
    ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
  end

  # @param [String] name_string
  # @return [Array] of Hashes
  #   use citeproc to parse strings
  #   see also https://github.com/SpeciesFileGroup/taxonworks/issues/1161
  def self.parser(name_string)
    BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
  end

  # @param [String] name_string
  # @return [Array] of People
  #    return people for name strings
  def self.parse_to_people(name_string)
    parser(name_string).collect { |n|
      Person::Unvetted.new(
        last_name: n['family'] ? NameCase(n['family']) : nil,
        first_name: n['given'] ? NameCase(n['given']) : nil,
        prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
  end

  # @param role_type [String] one of the Role types
  # @return [Scope]
  #    the max 10 most recently used (1 week, could parameterize) people
  def self.used_recently(user_id, role_type = 'SourceAuthor')
    t = Role.arel_table
    p = Person.arel_table

    # i is a select manager
    i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
      .where(t['updated_at'].gt(1.week.ago))
      .where(t['updated_by_id'].eq(user_id))
      .where(t['type'].eq(role_type))
      .order(t['updated_at'].desc)

    # z is a table alias
    z = i.as('recent_t')

    Person.joins(
      Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
    ).pluck(:person_id).uniq
  end

  # @params Role [String] one the available roles
  # @return [Hash] geographic_areas optimized for user selection
  def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
    r = used_recently(user_id, role_type)
    h = {
      quick: [],
      pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
      recent: []
    }

    if r.empty?
      h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
    else
      h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
      h[:quick] = (
        Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
        Person.where('"people"."id" IN (?)', r.first(4) ).to_a
      ).uniq
    end
    h
  end

  protected

  # @return [Ignored]
  def died_after_born
    errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
  end

  # @return [Ignored]
  def activity_ended_after_started
    errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
  end

  # @return [Ignored]
  def not_active_after_death
    unless is_editor? || is_author?
      errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
      errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
    end
    true
  end

  # @return [Ignored]
  def not_active_before_birth
    errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
    errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_gandalf
    errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_balrog
    errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
  end

  # TODO: deprecate this, always set explicitly
  # @return [Ignored]
  def set_type_if_blank
    self.type = 'Person::Unvetted' if self.type.blank?
  end

  # @return [Ignored]
  def set_cached
    update_column(:cached, bibtex_name)
    set_role_cached
  end

  # @return [Ignored]
  def set_role_cached
    if change_to_cached_attribute?
      if roles.count > 25
        delay(queue: :cache).update_role_cached
      else
        update_role_cached
      end
    end
  end

  # @return Integer
  #   the total objects updated
  def update_role_cached
    # don't update the same object many times (e.g. CE of many COs?)
    updated = {}
    total = 0

    roles.reload.find_each do |r|
      i = r.role_object.class.base_class.to_s + r.role_object.to_param
      next if updated[i]
      r.send(:set_cached)
      updated[i] = true
      total += 1
    end

    total
  end

  # @return [Boolean]
  # Difficult to anticipate what
  # attributes will be cached in different models
  def change_to_cached_attribute?
    saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
  end

end

#year_active_startInteger

Returns (rough) starting point of when person made scientific assertions that were dissemenated (i.e. could be seen by others).

Returns:

  • (Integer)

    (rough) starting point of when person made scientific assertions that were dissemenated (i.e. could be seen by others)



51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
# File 'app/models/person.rb', line 51

class Person < ApplicationRecord
  include Housekeeping::Users
  include Housekeeping::Timestamps
  include Shared::AlternateValues
  include Shared::DataAttributes
  include Shared::Identifiers
  include Shared::Notes
  include Shared::Depictions
  include Shared::Tags
  include Shared::SharedAcrossProjects
  include Shared::HasPapertrail
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include Shared::OriginRelationship


  ALTERNATE_VALUES_FOR = [:last_name, :first_name].freeze
  IGNORE_SIMILAR = [:type, :cached].freeze
  IGNORE_IDENTICAL = [:type, :first_name, :last_name, :prefix, :suffix].freeze

  # @return [true, nil]
  #   set as true to prevent caching
  attr_accessor :no_cached

  # @return [true, nil]
  #   set as true to prevent application of NameCase()
  attr_accessor :no_namecase

  validates_presence_of :last_name, :type

  validates :year_born, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_died, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_active_start, inclusion: {in: 0..Time.now.year, message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validates :year_active_end, inclusion: {in: 0..Time.now.year , message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validate :died_after_born
  validate :activity_ended_after_started
  validate :not_active_after_death
  validate :not_active_before_birth
  validate :not_gandalf
  validate :not_balrog

  before_validation :namecase_names, unless: Proc.new {|n| n.no_namecase }

  # TODO: remove this
  before_validation :set_type_if_blank

  after_save :set_cached, unless: Proc.new { |n| n.no_cached || errors.any? }

  validates :type, inclusion: {
    in: ['Person::Vetted', 'Person::Unvetted'],
    message: '%{value} is not a validly_published type'}

  has_one :user, dependent: :restrict_with_error, inverse_of: :person

  has_many :roles, dependent: :restrict_with_error, inverse_of: :person # before_remove: :set_cached_for_related

  has_many :author_roles, class_name: 'SourceAuthor', dependent: :restrict_with_error, inverse_of: :person #, before_remove: :set_cached_for_related
  has_many :collector_roles, class_name: 'Collector', dependent: :restrict_with_error, inverse_of: :person
  has_many :determiner_roles, class_name: 'Determiner', dependent: :restrict_with_error, inverse_of: :person
  has_many :editor_roles, class_name: 'SourceEditor', dependent: :restrict_with_error, inverse_of: :person
  has_many :georeferencer_roles, class_name: 'Georeferencer', dependent: :restrict_with_error, inverse_of: :person
  has_many :source_roles, class_name: 'SourceSource', dependent: :restrict_with_error, inverse_of: :person
  has_many :taxon_name_author_roles, class_name: 'TaxonNameAuthor', dependent: :restrict_with_error, inverse_of: :person

  has_many :authored_sources, class_name: 'Source::Bibtex', through: :author_roles, source: :role_object, source_type: 'Source', inverse_of: :authors
  has_many :edited_sources, class_name: 'Source::Bibtex', through: :editor_roles, source: :role_object, source_type: 'Source', inverse_of: :editors
  has_many :human_sources, class_name: 'Source::Bibtex', through: :source_roles, source: :role_object, source_type: 'Source', inverse_of: :people
  has_many :authored_taxon_names, through: :taxon_name_author_roles, source: :role_object, source_type: 'TaxonName', class_name: 'Protonym', inverse_of: :taxon_name_authors
  has_many :collecting_events, through: :collector_roles, source: :role_object, source_type: 'CollectingEvent', inverse_of: :collectors
  has_many :georeferences, through: :georeferencer_roles, source: :role_object, source_type: 'Georeference', inverse_of: :georeference_authors
  has_many :taxon_determinations, through: :determiner_roles, source: :role_object, source_type: 'TaxonDetermination', inverse_of: :determiners

  # TODO: !?
  has_many :sources, through: :roles, source: :role_object, source_type: 'Source' # Editor or Author or Person

  has_many :collection_objects, through: :collecting_events

  scope :created_before, -> (time) { where('created_at < ?', time) }
  scope :with_role, -> (role) { includes(:roles).where(roles: {type: role}) }
  scope :ordered_by_last_name, -> { order(:last_name) }

  scope :used_in_project, -> (project_id) { joins(:roles).where( roles: { project_id: } ) }

  # Apply a "proper" case to all strings
  def namecase_names
    write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
    write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
    write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
    write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
  end

  # @return [Boolean]
  #   !! overwrites IsData#is_in_use?
  def is_in_use?
    roles.reload.any?
  end

  # @return Boolean
  #   whether or not this Person is linked to any data in the project
  def used_in_project?(project_id)
    Role.where(person_id: id, project_id:).any? ||
      Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
  end

  # @return [String]
  def name
    [first_name, prefix, last_name, suffix].compact.join(' ')
  end

  # @return [String]
  #   The person's name in BibTeX format (von last, Jr, first)
  def bibtex_name
    out = ''

    out << prefix + ' ' if prefix.present?
    out << last_name if last_name.present?
    out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
    out << suffix if suffix.present?

    out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
    out << first_name if first_name.present?
    out.strip
  end

  # @return [String]
  #   The person's full last name including prefix & suffix (von last Jr)
  def full_last_name
    [prefix, last_name, suffix].compact.join(' ')
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def orcid
    identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def wikidata_id
    identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
  end

  # @param [Integer] person_id
  # @return [Boolean]
  #   true if all records updated, false if any one failed (all or none)
  #
  # No person is destroyed, see `hard_merge`.

  #
  # r_person is merged into l_person (self)
  # !! the intent is to keep self and remove target
  #
  def merge_with(person_id)
    return false if person_id == id

    if r_person = Person.find(person_id) # get the person to merge to into self
      begin
        ApplicationRecord.transaction do
          # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
          # !! It appends person_id: <old> to Role.where() in callbacks, breaking
          # !! Role#vet_person, etc.
          # update merge person's roles to old
          Role.where(person_id: r_person.id).each do |r|
            return false unless r.update(person_id: id)
          end

          roles.reload

          l_person_hash = annotations_hash

          if r_person.first_name.present?
            if first_name.blank?
              update(first_name: r_person.first_name)
            else
              if first_name != r_person.first_name
                # create a first_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.first_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'first_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value: r_person.first_name,
                  alternate_value_object_attribute: 'first_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          if r_person.last_name.present?
            if last_name.blank?
              self.update(last_name: r_person.last_name) # NameCase() ?
            else
              if self.last_name != r_person.last_name
                # create a last_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.last_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'last_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value:  r_person.last_name,
                  alternate_value_object_attribute: 'last_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          r_person.annotations_hash.each do |r_kee, r_objects|
            r_objects.each do |r_o|
              skip  = false
              l_test = l_person_hash[r_kee]
              if l_test.present?
                l_test.each do |l_o| # only look at same-type annotations
                  # four types of annotations:
                  # # data attributes,
                  # # identifiers,
                  # # notes,
                  # # alternate values
                  case r_kee
                  when 'data attributes'
                    if l_o.type == r_o.type &&
                        l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                        l_o.value == r_o.value &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'identifiers'
                    if l_o.type == r_o.type &&
                        l_o.identifier == r_o.identifier &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'notes'
                    if l_o.text == r_o.text &&
                        l_o.note_object_attribute == r_o.note.object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'alternate values'
                    if l_o.value == r_o.value
                      if l_o.type == r_o.type &&
                          l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                          l_o.project_id == r_o.project_id
                        skip = true
                        break # stop looking in this bunch, if you found a match
                      end
                    end
                  end
                end
                skip
              end
              unless skip
                r_o.annotated_object = self
                r_o.save!
              end
            end
          end

          # TODO: handle prefix and suffix
          if false && prefix.blank? ## DD: do not change the name of verified person
            write_attribute(:prefix, r_person.prefix)
          else
            if r_person.prefix.present?
              # What to do when both have some content?
            end
          end

          if false && suffix.blank? ## DD: do not change the name of verified person
            self.suffix = r_person.suffix
          else
            if r_person.suffix.present?
              # What to do when both have some content?
            end
          end

          # TODO: handle years attributes
          if year_born.nil?
            self.year_born = r_person.year_born
          else
            unless r_person.year_born.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if year_died.nil?
            self.year_died = r_person.year_died
          else
            unless r_person.year_died.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if r_person.year_active_start # if not, r_person has nothing to contribute
            if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
              self.year_active_start = r_person.year_active_start
            end
          end

          if r_person.year_active_end # if not, r_person has nothing to contribute
            if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
              self.year_active_end = r_person.year_active_end
            end
          end

          # last thing to do in the transaction...
          # NO!!! -  unless self.persisted? (all people are at this point persisted!)
          self.save! if self.changed?
        end
      rescue ActiveRecord::RecordInvalid
        return false
      end
    end
    true
  end

  def hard_merge(person_id_to_destroy)
    return false if id == person_id_to_destroy
    begin
      person_to_destroy = Person.find(person_id_to_destroy)

      Person.transaction do
        merge_with(person_to_destroy.id)
        person_to_destroy.destroy!
      end

    rescue ActiveRecord::RecordNotDestroyed
      return false
    rescue ActiveRecord::RecordInvalid
      return false
    rescue ActiveRecord::RecordNotFound
      return false
    end
    true
  end

  # @return [Boolean]
  def is_determiner?
    determiner_roles.any?
  end

  # @return [Boolean]
  def is_taxon_name_author?
    taxon_name_author_roles.any?
  end

  # @return [Boolean]
  def is_georeferencer?
    georeferencer_roles.any?
  end

  # @return [Boolean]
  def is_author?
    author_roles.any?
  end

  # @return [Boolean]
  def is_editor?
    editor_roles.any?
  end

  # @return [Boolean]
  def is_source?
    source_roles.any?
  end

  # @return [Boolean]
  def is_collector?
    collector_roles.any?
  end

  def role_counts(project_id)
    {
      in_project: self.roles.where(project_id:).group(:type).count,
      not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
      community: self.roles.where(project_id: nil).group(:type).count
    }
  end

  def dwc_occurrences
    ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
  end

  # @param [String] name_string
  # @return [Array] of Hashes
  #   use citeproc to parse strings
  #   see also https://github.com/SpeciesFileGroup/taxonworks/issues/1161
  def self.parser(name_string)
    BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
  end

  # @param [String] name_string
  # @return [Array] of People
  #    return people for name strings
  def self.parse_to_people(name_string)
    parser(name_string).collect { |n|
      Person::Unvetted.new(
        last_name: n['family'] ? NameCase(n['family']) : nil,
        first_name: n['given'] ? NameCase(n['given']) : nil,
        prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
  end

  # @param role_type [String] one of the Role types
  # @return [Scope]
  #    the max 10 most recently used (1 week, could parameterize) people
  def self.used_recently(user_id, role_type = 'SourceAuthor')
    t = Role.arel_table
    p = Person.arel_table

    # i is a select manager
    i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
      .where(t['updated_at'].gt(1.week.ago))
      .where(t['updated_by_id'].eq(user_id))
      .where(t['type'].eq(role_type))
      .order(t['updated_at'].desc)

    # z is a table alias
    z = i.as('recent_t')

    Person.joins(
      Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
    ).pluck(:person_id).uniq
  end

  # @params Role [String] one the available roles
  # @return [Hash] geographic_areas optimized for user selection
  def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
    r = used_recently(user_id, role_type)
    h = {
      quick: [],
      pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
      recent: []
    }

    if r.empty?
      h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
    else
      h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
      h[:quick] = (
        Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
        Person.where('"people"."id" IN (?)', r.first(4) ).to_a
      ).uniq
    end
    h
  end

  protected

  # @return [Ignored]
  def died_after_born
    errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
  end

  # @return [Ignored]
  def activity_ended_after_started
    errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
  end

  # @return [Ignored]
  def not_active_after_death
    unless is_editor? || is_author?
      errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
      errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
    end
    true
  end

  # @return [Ignored]
  def not_active_before_birth
    errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
    errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_gandalf
    errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_balrog
    errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
  end

  # TODO: deprecate this, always set explicitly
  # @return [Ignored]
  def set_type_if_blank
    self.type = 'Person::Unvetted' if self.type.blank?
  end

  # @return [Ignored]
  def set_cached
    update_column(:cached, bibtex_name)
    set_role_cached
  end

  # @return [Ignored]
  def set_role_cached
    if change_to_cached_attribute?
      if roles.count > 25
        delay(queue: :cache).update_role_cached
      else
        update_role_cached
      end
    end
  end

  # @return Integer
  #   the total objects updated
  def update_role_cached
    # don't update the same object many times (e.g. CE of many COs?)
    updated = {}
    total = 0

    roles.reload.find_each do |r|
      i = r.role_object.class.base_class.to_s + r.role_object.to_param
      next if updated[i]
      r.send(:set_cached)
      updated[i] = true
      total += 1
    end

    total
  end

  # @return [Boolean]
  # Difficult to anticipate what
  # attributes will be cached in different models
  def change_to_cached_attribute?
    saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
  end

end

#year_bornInteger

Returns born on.

Returns:

  • (Integer)

    born on



51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
# File 'app/models/person.rb', line 51

class Person < ApplicationRecord
  include Housekeeping::Users
  include Housekeeping::Timestamps
  include Shared::AlternateValues
  include Shared::DataAttributes
  include Shared::Identifiers
  include Shared::Notes
  include Shared::Depictions
  include Shared::Tags
  include Shared::SharedAcrossProjects
  include Shared::HasPapertrail
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include Shared::OriginRelationship


  ALTERNATE_VALUES_FOR = [:last_name, :first_name].freeze
  IGNORE_SIMILAR = [:type, :cached].freeze
  IGNORE_IDENTICAL = [:type, :first_name, :last_name, :prefix, :suffix].freeze

  # @return [true, nil]
  #   set as true to prevent caching
  attr_accessor :no_cached

  # @return [true, nil]
  #   set as true to prevent application of NameCase()
  attr_accessor :no_namecase

  validates_presence_of :last_name, :type

  validates :year_born, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_died, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_active_start, inclusion: {in: 0..Time.now.year, message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validates :year_active_end, inclusion: {in: 0..Time.now.year , message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validate :died_after_born
  validate :activity_ended_after_started
  validate :not_active_after_death
  validate :not_active_before_birth
  validate :not_gandalf
  validate :not_balrog

  before_validation :namecase_names, unless: Proc.new {|n| n.no_namecase }

  # TODO: remove this
  before_validation :set_type_if_blank

  after_save :set_cached, unless: Proc.new { |n| n.no_cached || errors.any? }

  validates :type, inclusion: {
    in: ['Person::Vetted', 'Person::Unvetted'],
    message: '%{value} is not a validly_published type'}

  has_one :user, dependent: :restrict_with_error, inverse_of: :person

  has_many :roles, dependent: :restrict_with_error, inverse_of: :person # before_remove: :set_cached_for_related

  has_many :author_roles, class_name: 'SourceAuthor', dependent: :restrict_with_error, inverse_of: :person #, before_remove: :set_cached_for_related
  has_many :collector_roles, class_name: 'Collector', dependent: :restrict_with_error, inverse_of: :person
  has_many :determiner_roles, class_name: 'Determiner', dependent: :restrict_with_error, inverse_of: :person
  has_many :editor_roles, class_name: 'SourceEditor', dependent: :restrict_with_error, inverse_of: :person
  has_many :georeferencer_roles, class_name: 'Georeferencer', dependent: :restrict_with_error, inverse_of: :person
  has_many :source_roles, class_name: 'SourceSource', dependent: :restrict_with_error, inverse_of: :person
  has_many :taxon_name_author_roles, class_name: 'TaxonNameAuthor', dependent: :restrict_with_error, inverse_of: :person

  has_many :authored_sources, class_name: 'Source::Bibtex', through: :author_roles, source: :role_object, source_type: 'Source', inverse_of: :authors
  has_many :edited_sources, class_name: 'Source::Bibtex', through: :editor_roles, source: :role_object, source_type: 'Source', inverse_of: :editors
  has_many :human_sources, class_name: 'Source::Bibtex', through: :source_roles, source: :role_object, source_type: 'Source', inverse_of: :people
  has_many :authored_taxon_names, through: :taxon_name_author_roles, source: :role_object, source_type: 'TaxonName', class_name: 'Protonym', inverse_of: :taxon_name_authors
  has_many :collecting_events, through: :collector_roles, source: :role_object, source_type: 'CollectingEvent', inverse_of: :collectors
  has_many :georeferences, through: :georeferencer_roles, source: :role_object, source_type: 'Georeference', inverse_of: :georeference_authors
  has_many :taxon_determinations, through: :determiner_roles, source: :role_object, source_type: 'TaxonDetermination', inverse_of: :determiners

  # TODO: !?
  has_many :sources, through: :roles, source: :role_object, source_type: 'Source' # Editor or Author or Person

  has_many :collection_objects, through: :collecting_events

  scope :created_before, -> (time) { where('created_at < ?', time) }
  scope :with_role, -> (role) { includes(:roles).where(roles: {type: role}) }
  scope :ordered_by_last_name, -> { order(:last_name) }

  scope :used_in_project, -> (project_id) { joins(:roles).where( roles: { project_id: } ) }

  # Apply a "proper" case to all strings
  def namecase_names
    write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
    write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
    write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
    write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
  end

  # @return [Boolean]
  #   !! overwrites IsData#is_in_use?
  def is_in_use?
    roles.reload.any?
  end

  # @return Boolean
  #   whether or not this Person is linked to any data in the project
  def used_in_project?(project_id)
    Role.where(person_id: id, project_id:).any? ||
      Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
  end

  # @return [String]
  def name
    [first_name, prefix, last_name, suffix].compact.join(' ')
  end

  # @return [String]
  #   The person's name in BibTeX format (von last, Jr, first)
  def bibtex_name
    out = ''

    out << prefix + ' ' if prefix.present?
    out << last_name if last_name.present?
    out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
    out << suffix if suffix.present?

    out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
    out << first_name if first_name.present?
    out.strip
  end

  # @return [String]
  #   The person's full last name including prefix & suffix (von last Jr)
  def full_last_name
    [prefix, last_name, suffix].compact.join(' ')
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def orcid
    identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def wikidata_id
    identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
  end

  # @param [Integer] person_id
  # @return [Boolean]
  #   true if all records updated, false if any one failed (all or none)
  #
  # No person is destroyed, see `hard_merge`.

  #
  # r_person is merged into l_person (self)
  # !! the intent is to keep self and remove target
  #
  def merge_with(person_id)
    return false if person_id == id

    if r_person = Person.find(person_id) # get the person to merge to into self
      begin
        ApplicationRecord.transaction do
          # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
          # !! It appends person_id: <old> to Role.where() in callbacks, breaking
          # !! Role#vet_person, etc.
          # update merge person's roles to old
          Role.where(person_id: r_person.id).each do |r|
            return false unless r.update(person_id: id)
          end

          roles.reload

          l_person_hash = annotations_hash

          if r_person.first_name.present?
            if first_name.blank?
              update(first_name: r_person.first_name)
            else
              if first_name != r_person.first_name
                # create a first_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.first_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'first_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value: r_person.first_name,
                  alternate_value_object_attribute: 'first_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          if r_person.last_name.present?
            if last_name.blank?
              self.update(last_name: r_person.last_name) # NameCase() ?
            else
              if self.last_name != r_person.last_name
                # create a last_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.last_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'last_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value:  r_person.last_name,
                  alternate_value_object_attribute: 'last_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          r_person.annotations_hash.each do |r_kee, r_objects|
            r_objects.each do |r_o|
              skip  = false
              l_test = l_person_hash[r_kee]
              if l_test.present?
                l_test.each do |l_o| # only look at same-type annotations
                  # four types of annotations:
                  # # data attributes,
                  # # identifiers,
                  # # notes,
                  # # alternate values
                  case r_kee
                  when 'data attributes'
                    if l_o.type == r_o.type &&
                        l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                        l_o.value == r_o.value &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'identifiers'
                    if l_o.type == r_o.type &&
                        l_o.identifier == r_o.identifier &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'notes'
                    if l_o.text == r_o.text &&
                        l_o.note_object_attribute == r_o.note.object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'alternate values'
                    if l_o.value == r_o.value
                      if l_o.type == r_o.type &&
                          l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                          l_o.project_id == r_o.project_id
                        skip = true
                        break # stop looking in this bunch, if you found a match
                      end
                    end
                  end
                end
                skip
              end
              unless skip
                r_o.annotated_object = self
                r_o.save!
              end
            end
          end

          # TODO: handle prefix and suffix
          if false && prefix.blank? ## DD: do not change the name of verified person
            write_attribute(:prefix, r_person.prefix)
          else
            if r_person.prefix.present?
              # What to do when both have some content?
            end
          end

          if false && suffix.blank? ## DD: do not change the name of verified person
            self.suffix = r_person.suffix
          else
            if r_person.suffix.present?
              # What to do when both have some content?
            end
          end

          # TODO: handle years attributes
          if year_born.nil?
            self.year_born = r_person.year_born
          else
            unless r_person.year_born.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if year_died.nil?
            self.year_died = r_person.year_died
          else
            unless r_person.year_died.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if r_person.year_active_start # if not, r_person has nothing to contribute
            if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
              self.year_active_start = r_person.year_active_start
            end
          end

          if r_person.year_active_end # if not, r_person has nothing to contribute
            if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
              self.year_active_end = r_person.year_active_end
            end
          end

          # last thing to do in the transaction...
          # NO!!! -  unless self.persisted? (all people are at this point persisted!)
          self.save! if self.changed?
        end
      rescue ActiveRecord::RecordInvalid
        return false
      end
    end
    true
  end

  def hard_merge(person_id_to_destroy)
    return false if id == person_id_to_destroy
    begin
      person_to_destroy = Person.find(person_id_to_destroy)

      Person.transaction do
        merge_with(person_to_destroy.id)
        person_to_destroy.destroy!
      end

    rescue ActiveRecord::RecordNotDestroyed
      return false
    rescue ActiveRecord::RecordInvalid
      return false
    rescue ActiveRecord::RecordNotFound
      return false
    end
    true
  end

  # @return [Boolean]
  def is_determiner?
    determiner_roles.any?
  end

  # @return [Boolean]
  def is_taxon_name_author?
    taxon_name_author_roles.any?
  end

  # @return [Boolean]
  def is_georeferencer?
    georeferencer_roles.any?
  end

  # @return [Boolean]
  def is_author?
    author_roles.any?
  end

  # @return [Boolean]
  def is_editor?
    editor_roles.any?
  end

  # @return [Boolean]
  def is_source?
    source_roles.any?
  end

  # @return [Boolean]
  def is_collector?
    collector_roles.any?
  end

  def role_counts(project_id)
    {
      in_project: self.roles.where(project_id:).group(:type).count,
      not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
      community: self.roles.where(project_id: nil).group(:type).count
    }
  end

  def dwc_occurrences
    ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
  end

  # @param [String] name_string
  # @return [Array] of Hashes
  #   use citeproc to parse strings
  #   see also https://github.com/SpeciesFileGroup/taxonworks/issues/1161
  def self.parser(name_string)
    BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
  end

  # @param [String] name_string
  # @return [Array] of People
  #    return people for name strings
  def self.parse_to_people(name_string)
    parser(name_string).collect { |n|
      Person::Unvetted.new(
        last_name: n['family'] ? NameCase(n['family']) : nil,
        first_name: n['given'] ? NameCase(n['given']) : nil,
        prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
  end

  # @param role_type [String] one of the Role types
  # @return [Scope]
  #    the max 10 most recently used (1 week, could parameterize) people
  def self.used_recently(user_id, role_type = 'SourceAuthor')
    t = Role.arel_table
    p = Person.arel_table

    # i is a select manager
    i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
      .where(t['updated_at'].gt(1.week.ago))
      .where(t['updated_by_id'].eq(user_id))
      .where(t['type'].eq(role_type))
      .order(t['updated_at'].desc)

    # z is a table alias
    z = i.as('recent_t')

    Person.joins(
      Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
    ).pluck(:person_id).uniq
  end

  # @params Role [String] one the available roles
  # @return [Hash] geographic_areas optimized for user selection
  def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
    r = used_recently(user_id, role_type)
    h = {
      quick: [],
      pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
      recent: []
    }

    if r.empty?
      h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
    else
      h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
      h[:quick] = (
        Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
        Person.where('"people"."id" IN (?)', r.first(4) ).to_a
      ).uniq
    end
    h
  end

  protected

  # @return [Ignored]
  def died_after_born
    errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
  end

  # @return [Ignored]
  def activity_ended_after_started
    errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
  end

  # @return [Ignored]
  def not_active_after_death
    unless is_editor? || is_author?
      errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
      errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
    end
    true
  end

  # @return [Ignored]
  def not_active_before_birth
    errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
    errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_gandalf
    errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_balrog
    errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
  end

  # TODO: deprecate this, always set explicitly
  # @return [Ignored]
  def set_type_if_blank
    self.type = 'Person::Unvetted' if self.type.blank?
  end

  # @return [Ignored]
  def set_cached
    update_column(:cached, bibtex_name)
    set_role_cached
  end

  # @return [Ignored]
  def set_role_cached
    if change_to_cached_attribute?
      if roles.count > 25
        delay(queue: :cache).update_role_cached
      else
        update_role_cached
      end
    end
  end

  # @return Integer
  #   the total objects updated
  def update_role_cached
    # don't update the same object many times (e.g. CE of many COs?)
    updated = {}
    total = 0

    roles.reload.find_each do |r|
      i = r.role_object.class.base_class.to_s + r.role_object.to_param
      next if updated[i]
      r.send(:set_cached)
      updated[i] = true
      total += 1
    end

    total
  end

  # @return [Boolean]
  # Difficult to anticipate what
  # attributes will be cached in different models
  def change_to_cached_attribute?
    saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
  end

end

#year_diedInteger

Returns year died.

Returns:

  • (Integer)

    year died



51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
# File 'app/models/person.rb', line 51

class Person < ApplicationRecord
  include Housekeeping::Users
  include Housekeeping::Timestamps
  include Shared::AlternateValues
  include Shared::DataAttributes
  include Shared::Identifiers
  include Shared::Notes
  include Shared::Depictions
  include Shared::Tags
  include Shared::SharedAcrossProjects
  include Shared::HasPapertrail
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include Shared::OriginRelationship


  ALTERNATE_VALUES_FOR = [:last_name, :first_name].freeze
  IGNORE_SIMILAR = [:type, :cached].freeze
  IGNORE_IDENTICAL = [:type, :first_name, :last_name, :prefix, :suffix].freeze

  # @return [true, nil]
  #   set as true to prevent caching
  attr_accessor :no_cached

  # @return [true, nil]
  #   set as true to prevent application of NameCase()
  attr_accessor :no_namecase

  validates_presence_of :last_name, :type

  validates :year_born, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_died, inclusion: {in: 0..Time.now.year}, allow_nil: true
  validates :year_active_start, inclusion: {in: 0..Time.now.year, message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validates :year_active_end, inclusion: {in: 0..Time.now.year , message: "%{value} is not within the year 0-#{Time.now.year}"}, allow_nil: true
  validate :died_after_born
  validate :activity_ended_after_started
  validate :not_active_after_death
  validate :not_active_before_birth
  validate :not_gandalf
  validate :not_balrog

  before_validation :namecase_names, unless: Proc.new {|n| n.no_namecase }

  # TODO: remove this
  before_validation :set_type_if_blank

  after_save :set_cached, unless: Proc.new { |n| n.no_cached || errors.any? }

  validates :type, inclusion: {
    in: ['Person::Vetted', 'Person::Unvetted'],
    message: '%{value} is not a validly_published type'}

  has_one :user, dependent: :restrict_with_error, inverse_of: :person

  has_many :roles, dependent: :restrict_with_error, inverse_of: :person # before_remove: :set_cached_for_related

  has_many :author_roles, class_name: 'SourceAuthor', dependent: :restrict_with_error, inverse_of: :person #, before_remove: :set_cached_for_related
  has_many :collector_roles, class_name: 'Collector', dependent: :restrict_with_error, inverse_of: :person
  has_many :determiner_roles, class_name: 'Determiner', dependent: :restrict_with_error, inverse_of: :person
  has_many :editor_roles, class_name: 'SourceEditor', dependent: :restrict_with_error, inverse_of: :person
  has_many :georeferencer_roles, class_name: 'Georeferencer', dependent: :restrict_with_error, inverse_of: :person
  has_many :source_roles, class_name: 'SourceSource', dependent: :restrict_with_error, inverse_of: :person
  has_many :taxon_name_author_roles, class_name: 'TaxonNameAuthor', dependent: :restrict_with_error, inverse_of: :person

  has_many :authored_sources, class_name: 'Source::Bibtex', through: :author_roles, source: :role_object, source_type: 'Source', inverse_of: :authors
  has_many :edited_sources, class_name: 'Source::Bibtex', through: :editor_roles, source: :role_object, source_type: 'Source', inverse_of: :editors
  has_many :human_sources, class_name: 'Source::Bibtex', through: :source_roles, source: :role_object, source_type: 'Source', inverse_of: :people
  has_many :authored_taxon_names, through: :taxon_name_author_roles, source: :role_object, source_type: 'TaxonName', class_name: 'Protonym', inverse_of: :taxon_name_authors
  has_many :collecting_events, through: :collector_roles, source: :role_object, source_type: 'CollectingEvent', inverse_of: :collectors
  has_many :georeferences, through: :georeferencer_roles, source: :role_object, source_type: 'Georeference', inverse_of: :georeference_authors
  has_many :taxon_determinations, through: :determiner_roles, source: :role_object, source_type: 'TaxonDetermination', inverse_of: :determiners

  # TODO: !?
  has_many :sources, through: :roles, source: :role_object, source_type: 'Source' # Editor or Author or Person

  has_many :collection_objects, through: :collecting_events

  scope :created_before, -> (time) { where('created_at < ?', time) }
  scope :with_role, -> (role) { includes(:roles).where(roles: {type: role}) }
  scope :ordered_by_last_name, -> { order(:last_name) }

  scope :used_in_project, -> (project_id) { joins(:roles).where( roles: { project_id: } ) }

  # Apply a "proper" case to all strings
  def namecase_names
    write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
    write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
    write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
    write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
  end

  # @return [Boolean]
  #   !! overwrites IsData#is_in_use?
  def is_in_use?
    roles.reload.any?
  end

  # @return Boolean
  #   whether or not this Person is linked to any data in the project
  def used_in_project?(project_id)
    Role.where(person_id: id, project_id:).any? ||
      Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
  end

  # @return [String]
  def name
    [first_name, prefix, last_name, suffix].compact.join(' ')
  end

  # @return [String]
  #   The person's name in BibTeX format (von last, Jr, first)
  def bibtex_name
    out = ''

    out << prefix + ' ' if prefix.present?
    out << last_name if last_name.present?
    out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
    out << suffix if suffix.present?

    out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
    out << first_name if first_name.present?
    out.strip
  end

  # @return [String]
  #   The person's full last name including prefix & suffix (von last Jr)
  def full_last_name
    [prefix, last_name, suffix].compact.join(' ')
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def orcid
    identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
  end

  # Return [String, nil]
  #   convenience, maybe a delegate: candidate
  def wikidata_id
    identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
  end

  # @param [Integer] person_id
  # @return [Boolean]
  #   true if all records updated, false if any one failed (all or none)
  #
  # No person is destroyed, see `hard_merge`.

  #
  # r_person is merged into l_person (self)
  # !! the intent is to keep self and remove target
  #
  def merge_with(person_id)
    return false if person_id == id

    if r_person = Person.find(person_id) # get the person to merge to into self
      begin
        ApplicationRecord.transaction do
          # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
          # !! It appends person_id: <old> to Role.where() in callbacks, breaking
          # !! Role#vet_person, etc.
          # update merge person's roles to old
          Role.where(person_id: r_person.id).each do |r|
            return false unless r.update(person_id: id)
          end

          roles.reload

          l_person_hash = annotations_hash

          if r_person.first_name.present?
            if first_name.blank?
              update(first_name: r_person.first_name)
            else
              if first_name != r_person.first_name
                # create a first_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.first_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'first_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value: r_person.first_name,
                  alternate_value_object_attribute: 'first_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          if r_person.last_name.present?
            if last_name.blank?
              self.update(last_name: r_person.last_name) # NameCase() ?
            else
              if self.last_name != r_person.last_name
                # create a last_name alternate_value of the r_person first name
                skip_av = false
                av_list = l_person_hash['alternate values']
                av_list ||= {}
                av_list.each do |av|
                  if av.value == r_person.last_name
                    if av.type == 'AlternateValue::AlternateSpelling' &&
                        av.alternate_value_object_attribute == 'last_name' # &&
                      skip_av = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end

                AlternateValue::AlternateSpelling.create!(
                  alternate_value_object_type: 'Person',
                  value:  r_person.last_name,
                  alternate_value_object_attribute: 'last_name',
                  alternate_value_object_id: id) unless skip_av
              end
            end
          end

          r_person.annotations_hash.each do |r_kee, r_objects|
            r_objects.each do |r_o|
              skip  = false
              l_test = l_person_hash[r_kee]
              if l_test.present?
                l_test.each do |l_o| # only look at same-type annotations
                  # four types of annotations:
                  # # data attributes,
                  # # identifiers,
                  # # notes,
                  # # alternate values
                  case r_kee
                  when 'data attributes'
                    if l_o.type == r_o.type &&
                        l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                        l_o.value == r_o.value &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'identifiers'
                    if l_o.type == r_o.type &&
                        l_o.identifier == r_o.identifier &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'notes'
                    if l_o.text == r_o.text &&
                        l_o.note_object_attribute == r_o.note.object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  when 'alternate values'
                    if l_o.value == r_o.value
                      if l_o.type == r_o.type &&
                          l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                          l_o.project_id == r_o.project_id
                        skip = true
                        break # stop looking in this bunch, if you found a match
                      end
                    end
                  end
                end
                skip
              end
              unless skip
                r_o.annotated_object = self
                r_o.save!
              end
            end
          end

          # TODO: handle prefix and suffix
          if false && prefix.blank? ## DD: do not change the name of verified person
            write_attribute(:prefix, r_person.prefix)
          else
            if r_person.prefix.present?
              # What to do when both have some content?
            end
          end

          if false && suffix.blank? ## DD: do not change the name of verified person
            self.suffix = r_person.suffix
          else
            if r_person.suffix.present?
              # What to do when both have some content?
            end
          end

          # TODO: handle years attributes
          if year_born.nil?
            self.year_born = r_person.year_born
          else
            unless r_person.year_born.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if year_died.nil?
            self.year_died = r_person.year_died
          else
            unless r_person.year_died.nil?
              # What to do when both have some (different) numbers?
            end
          end

          if r_person.year_active_start # if not, r_person has nothing to contribute
            if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
              self.year_active_start = r_person.year_active_start
            end
          end

          if r_person.year_active_end # if not, r_person has nothing to contribute
            if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
              self.year_active_end = r_person.year_active_end
            end
          end

          # last thing to do in the transaction...
          # NO!!! -  unless self.persisted? (all people are at this point persisted!)
          self.save! if self.changed?
        end
      rescue ActiveRecord::RecordInvalid
        return false
      end
    end
    true
  end

  def hard_merge(person_id_to_destroy)
    return false if id == person_id_to_destroy
    begin
      person_to_destroy = Person.find(person_id_to_destroy)

      Person.transaction do
        merge_with(person_to_destroy.id)
        person_to_destroy.destroy!
      end

    rescue ActiveRecord::RecordNotDestroyed
      return false
    rescue ActiveRecord::RecordInvalid
      return false
    rescue ActiveRecord::RecordNotFound
      return false
    end
    true
  end

  # @return [Boolean]
  def is_determiner?
    determiner_roles.any?
  end

  # @return [Boolean]
  def is_taxon_name_author?
    taxon_name_author_roles.any?
  end

  # @return [Boolean]
  def is_georeferencer?
    georeferencer_roles.any?
  end

  # @return [Boolean]
  def is_author?
    author_roles.any?
  end

  # @return [Boolean]
  def is_editor?
    editor_roles.any?
  end

  # @return [Boolean]
  def is_source?
    source_roles.any?
  end

  # @return [Boolean]
  def is_collector?
    collector_roles.any?
  end

  def role_counts(project_id)
    {
      in_project: self.roles.where(project_id:).group(:type).count,
      not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
      community: self.roles.where(project_id: nil).group(:type).count
    }
  end

  def dwc_occurrences
    ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
  end

  # @param [String] name_string
  # @return [Array] of Hashes
  #   use citeproc to parse strings
  #   see also https://github.com/SpeciesFileGroup/taxonworks/issues/1161
  def self.parser(name_string)
    BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
  end

  # @param [String] name_string
  # @return [Array] of People
  #    return people for name strings
  def self.parse_to_people(name_string)
    parser(name_string).collect { |n|
      Person::Unvetted.new(
        last_name: n['family'] ? NameCase(n['family']) : nil,
        first_name: n['given'] ? NameCase(n['given']) : nil,
        prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
  end

  # @param role_type [String] one of the Role types
  # @return [Scope]
  #    the max 10 most recently used (1 week, could parameterize) people
  def self.used_recently(user_id, role_type = 'SourceAuthor')
    t = Role.arel_table
    p = Person.arel_table

    # i is a select manager
    i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
      .where(t['updated_at'].gt(1.week.ago))
      .where(t['updated_by_id'].eq(user_id))
      .where(t['type'].eq(role_type))
      .order(t['updated_at'].desc)

    # z is a table alias
    z = i.as('recent_t')

    Person.joins(
      Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
    ).pluck(:person_id).uniq
  end

  # @params Role [String] one the available roles
  # @return [Hash] geographic_areas optimized for user selection
  def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
    r = used_recently(user_id, role_type)
    h = {
      quick: [],
      pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
      recent: []
    }

    if r.empty?
      h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
    else
      h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
      h[:quick] = (
        Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
        Person.where('"people"."id" IN (?)', r.first(4) ).to_a
      ).uniq
    end
    h
  end

  protected

  # @return [Ignored]
  def died_after_born
    errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
  end

  # @return [Ignored]
  def activity_ended_after_started
    errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
  end

  # @return [Ignored]
  def not_active_after_death
    unless is_editor? || is_author?
      errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
      errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
    end
    true
  end

  # @return [Ignored]
  def not_active_before_birth
    errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
    errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_gandalf
    errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
  end

  # https://en.wikipedia.org/wiki/List_of_the_verified_oldest_people
  def not_balrog
    errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
  end

  # TODO: deprecate this, always set explicitly
  # @return [Ignored]
  def set_type_if_blank
    self.type = 'Person::Unvetted' if self.type.blank?
  end

  # @return [Ignored]
  def set_cached
    update_column(:cached, bibtex_name)
    set_role_cached
  end

  # @return [Ignored]
  def set_role_cached
    if change_to_cached_attribute?
      if roles.count > 25
        delay(queue: :cache).update_role_cached
      else
        update_role_cached
      end
    end
  end

  # @return Integer
  #   the total objects updated
  def update_role_cached
    # don't update the same object many times (e.g. CE of many COs?)
    updated = {}
    total = 0

    roles.reload.find_each do |r|
      i = r.role_object.class.base_class.to_s + r.role_object.to_param
      next if updated[i]
      r.send(:set_cached)
      updated[i] = true
      total += 1
    end

    total
  end

  # @return [Boolean]
  # Difficult to anticipate what
  # attributes will be cached in different models
  def change_to_cached_attribute?
    saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
  end

end

Class Method Details

.parse_to_people(name_string) ⇒ Array

Of People return people for name strings

Parameters:

  • name_string (String)

Returns:

  • (Array)

    of People return people for name strings



466
467
468
469
470
471
472
# File 'app/models/person.rb', line 466

def self.parse_to_people(name_string)
  parser(name_string).collect { |n|
    Person::Unvetted.new(
      last_name: n['family'] ? NameCase(n['family']) : nil,
      first_name: n['given'] ? NameCase(n['given']) : nil,
      prefix: n['non-dropping-particle'] ? NameCase( n['non-dropping-particle']) : nil )}
end

.parser(name_string) ⇒ Array

Returns of Hashes use citeproc to parse strings see also github.com/SpeciesFileGroup/taxonworks/issues/1161.

Parameters:

  • name_string (String)

Returns:



459
460
461
# File 'app/models/person.rb', line 459

def self.parser(name_string)
  BibTeX::Entry.new(type: :book, author: name_string).parse_names.to_citeproc['author']
end

.select_optimized(user_id, project_id, role_type = 'SourceAuthor') ⇒ Hash

Returns geographic_areas optimized for user selection.

Returns:

  • (Hash)

    geographic_areas optimized for user selection



498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
# File 'app/models/person.rb', line 498

def self.select_optimized(user_id, project_id, role_type = 'SourceAuthor')
  r = used_recently(user_id, role_type)
  h = {
    quick: [],
    pinboard: Person.pinned_by(user_id).where(pinboard_items: {project_id:}).to_a,
    recent: []
  }

  if r.empty?
    h[:quick] = Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a
  else
    h[:recent] = Person.where('"people"."id" IN (?)', r.first(10) ).to_a
    h[:quick] = (
      Person.pinned_by(user_id).pinboard_inserted.where(pinboard_items: {project_id:}).to_a +
      Person.where('"people"."id" IN (?)', r.first(4) ).to_a
    ).uniq
  end
  h
end

.used_recently(user_id, role_type = 'SourceAuthor') ⇒ Scope

Returns the max 10 most recently used (1 week, could parameterize) people.

Parameters:

  • role_type (String) (defaults to: 'SourceAuthor')

    one of the Role types

Returns:

  • (Scope)

    the max 10 most recently used (1 week, could parameterize) people



477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
# File 'app/models/person.rb', line 477

def self.used_recently(user_id, role_type = 'SourceAuthor')
  t = Role.arel_table
  p = Person.arel_table

  # i is a select manager
  i = t.project(t['person_id'], t['type'], t['updated_at']).from(t)
    .where(t['updated_at'].gt(1.week.ago))
    .where(t['updated_by_id'].eq(user_id))
    .where(t['type'].eq(role_type))
    .order(t['updated_at'].desc)

  # z is a table alias
  z = i.as('recent_t')

  Person.joins(
    Arel::Nodes::InnerJoin.new(z, Arel::Nodes::On.new(z['person_id'].eq(p['id'])))
  ).pluck(:person_id).uniq
end

Instance Method Details

#activity_ended_after_startedIgnored (protected)

Returns:

  • (Ignored)


526
527
528
# File 'app/models/person.rb', line 526

def activity_ended_after_started
  errors.add(:year_active_start, 'is older than died year') if year_active_start && year_active_end && year_active_start > year_active_end
end

#bibtex_nameString

Returns The person’s name in BibTeX format (von last, Jr, first).

Returns:

  • (String)

    The person’s name in BibTeX format (von last, Jr, first)



162
163
164
165
166
167
168
169
170
171
172
173
# File 'app/models/person.rb', line 162

def bibtex_name
  out = ''

  out << prefix + ' ' if prefix.present?
  out << last_name if last_name.present?
  out << ', ' unless out.blank? || (first_name.blank? && suffix.blank?)
  out << suffix if suffix.present?

  out << ', ' unless out.end_with?(', ') || first_name.blank? || out.blank?
  out << first_name if first_name.present?
  out.strip
end

#change_to_cached_attribute?Boolean (protected)

Difficult to anticipate what attributes will be cached in different models

Returns:

  • (Boolean)


599
600
601
# File 'app/models/person.rb', line 599

def change_to_cached_attribute?
  saved_change_to_last_name? || saved_change_to_prefix? || saved_change_to_suffix?
end

#died_after_bornIgnored (protected)

Returns:

  • (Ignored)


521
522
523
# File 'app/models/person.rb', line 521

def died_after_born
  errors.add(:year_born, 'is older than died year') if year_born && year_died && year_born > year_died
end

#dwc_occurrencesObject



451
452
453
# File 'app/models/person.rb', line 451

def dwc_occurrences
  ::Queries::DwcOccurrence::Filter.new(person_id: [id]).all
end

#full_last_nameString

Returns The person’s full last name including prefix & suffix (von last Jr).

Returns:

  • (String)

    The person’s full last name including prefix & suffix (von last Jr)



177
178
179
# File 'app/models/person.rb', line 177

def full_last_name
  [prefix, last_name, suffix].compact.join(' ')
end

#hard_merge(person_id_to_destroy) ⇒ Object



388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
# File 'app/models/person.rb', line 388

def hard_merge(person_id_to_destroy)
  return false if id == person_id_to_destroy
  begin
    person_to_destroy = Person.find(person_id_to_destroy)

    Person.transaction do
      merge_with(person_to_destroy.id)
      person_to_destroy.destroy!
    end

  rescue ActiveRecord::RecordNotDestroyed
    return false
  rescue ActiveRecord::RecordInvalid
    return false
  rescue ActiveRecord::RecordNotFound
    return false
  end
  true
end

#is_author?Boolean

Returns:

  • (Boolean)


424
425
426
# File 'app/models/person.rb', line 424

def is_author?
  author_roles.any?
end

#is_collector?Boolean

Returns:

  • (Boolean)


439
440
441
# File 'app/models/person.rb', line 439

def is_collector?
  collector_roles.any?
end

#is_determiner?Boolean

Returns:

  • (Boolean)


409
410
411
# File 'app/models/person.rb', line 409

def is_determiner?
  determiner_roles.any?
end

#is_editor?Boolean

Returns:

  • (Boolean)


429
430
431
# File 'app/models/person.rb', line 429

def is_editor?
  editor_roles.any?
end

#is_georeferencer?Boolean

Returns:

  • (Boolean)


419
420
421
# File 'app/models/person.rb', line 419

def is_georeferencer?
  georeferencer_roles.any?
end

#is_in_use?Boolean

Returns !! overwrites IsData#is_in_use?.

Returns:

  • (Boolean)

    !! overwrites IsData#is_in_use?



144
145
146
# File 'app/models/person.rb', line 144

def is_in_use?
  roles.reload.any?
end

#is_source?Boolean

Returns:

  • (Boolean)


434
435
436
# File 'app/models/person.rb', line 434

def is_source?
  source_roles.any?
end

#is_taxon_name_author?Boolean

Returns:

  • (Boolean)


414
415
416
# File 'app/models/person.rb', line 414

def is_taxon_name_author?
  taxon_name_author_roles.any?
end

#merge_with(person_id) ⇒ Object

r_person is merged into l_person (self) !! the intent is to keep self and remove target



203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
# File 'app/models/person.rb', line 203

def merge_with(person_id)
  return false if person_id == id

  if r_person = Person.find(person_id) # get the person to merge to into self
    begin
      ApplicationRecord.transaction do
        # !! Role.where(person_id: r_person.id).update(person_id: id) is BAAAD
        # !! It appends person_id: <old> to Role.where() in callbacks, breaking
        # !! Role#vet_person, etc.
        # update merge person's roles to old
        Role.where(person_id: r_person.id).each do |r|
          return false unless r.update(person_id: id)
        end

        roles.reload

        l_person_hash = annotations_hash

        if r_person.first_name.present?
          if first_name.blank?
            update(first_name: r_person.first_name)
          else
            if first_name != r_person.first_name
              # create a first_name alternate_value of the r_person first name
              skip_av = false
              av_list = l_person_hash['alternate values']
              av_list ||= {}
              av_list.each do |av|
                if av.value == r_person.first_name
                  if av.type == 'AlternateValue::AlternateSpelling' &&
                      av.alternate_value_object_attribute == 'first_name' # &&
                    skip_av = true
                    break # stop looking in this bunch, if you found a match
                  end
                end
              end

              AlternateValue::AlternateSpelling.create!(
                alternate_value_object_type: 'Person',
                value: r_person.first_name,
                alternate_value_object_attribute: 'first_name',
                alternate_value_object_id: id) unless skip_av
            end
          end
        end

        if r_person.last_name.present?
          if last_name.blank?
            self.update(last_name: r_person.last_name) # NameCase() ?
          else
            if self.last_name != r_person.last_name
              # create a last_name alternate_value of the r_person first name
              skip_av = false
              av_list = l_person_hash['alternate values']
              av_list ||= {}
              av_list.each do |av|
                if av.value == r_person.last_name
                  if av.type == 'AlternateValue::AlternateSpelling' &&
                      av.alternate_value_object_attribute == 'last_name' # &&
                    skip_av = true
                    break # stop looking in this bunch, if you found a match
                  end
                end
              end

              AlternateValue::AlternateSpelling.create!(
                alternate_value_object_type: 'Person',
                value:  r_person.last_name,
                alternate_value_object_attribute: 'last_name',
                alternate_value_object_id: id) unless skip_av
            end
          end
        end

        r_person.annotations_hash.each do |r_kee, r_objects|
          r_objects.each do |r_o|
            skip  = false
            l_test = l_person_hash[r_kee]
            if l_test.present?
              l_test.each do |l_o| # only look at same-type annotations
                # four types of annotations:
                # # data attributes,
                # # identifiers,
                # # notes,
                # # alternate values
                case r_kee
                when 'data attributes'
                  if l_o.type == r_o.type &&
                      l_o.controlled_vocabulary_term_id == r_o.controlled_vocabulary_term_id &&
                      l_o.value == r_o.value &&
                      l_o.project_id == r_o.project_id
                    skip = true
                    break # stop looking in this bunch, if you found a match
                  end
                when 'identifiers'
                  if l_o.type == r_o.type &&
                      l_o.identifier == r_o.identifier &&
                      l_o.project_id == r_o.project_id
                    skip = true
                    break # stop looking in this bunch, if you found a match
                  end
                when 'notes'
                  if l_o.text == r_o.text &&
                      l_o.note_object_attribute == r_o.note.object_attribute &&
                      l_o.project_id == r_o.project_id
                    skip = true
                    break # stop looking in this bunch, if you found a match
                  end
                when 'alternate values'
                  if l_o.value == r_o.value
                    if l_o.type == r_o.type &&
                        l_o.alternate_value_object_attribute == r_o.alternate_value_object_attribute &&
                        l_o.project_id == r_o.project_id
                      skip = true
                      break # stop looking in this bunch, if you found a match
                    end
                  end
                end
              end
              skip
            end
            unless skip
              r_o.annotated_object = self
              r_o.save!
            end
          end
        end

        # TODO: handle prefix and suffix
        if false && prefix.blank? ## DD: do not change the name of verified person
          write_attribute(:prefix, r_person.prefix)
        else
          if r_person.prefix.present?
            # What to do when both have some content?
          end
        end

        if false && suffix.blank? ## DD: do not change the name of verified person
          self.suffix = r_person.suffix
        else
          if r_person.suffix.present?
            # What to do when both have some content?
          end
        end

        # TODO: handle years attributes
        if year_born.nil?
          self.year_born = r_person.year_born
        else
          unless r_person.year_born.nil?
            # What to do when both have some (different) numbers?
          end
        end

        if year_died.nil?
          self.year_died = r_person.year_died
        else
          unless r_person.year_died.nil?
            # What to do when both have some (different) numbers?
          end
        end

        if r_person.year_active_start # if not, r_person has nothing to contribute
          if self.year_active_start.nil? || (self.year_active_start > r_person.year_active_start)
            self.year_active_start = r_person.year_active_start
          end
        end

        if r_person.year_active_end # if not, r_person has nothing to contribute
          if self.year_active_end.nil? || (self.year_active_end < r_person.year_active_end)
            self.year_active_end = r_person.year_active_end
          end
        end

        # last thing to do in the transaction...
        # NO!!! -  unless self.persisted? (all people are at this point persisted!)
        self.save! if self.changed?
      end
    rescue ActiveRecord::RecordInvalid
      return false
    end
  end
  true
end

#nameString

Returns:

  • (String)


156
157
158
# File 'app/models/person.rb', line 156

def name
  [first_name, prefix, last_name, suffix].compact.join(' ')
end

#namecase_namesObject

Apply a “proper” case to all strings



135
136
137
138
139
140
# File 'app/models/person.rb', line 135

def namecase_names
  write_attribute(:last_name, NameCase(last_name)) if last_name && will_save_change_to_last_name?
  write_attribute(:first_name, NameCase(first_name)) if first_name && will_save_change_to_first_name?
  write_attribute(:prefix, NameCase(prefix)) if prefix && will_save_change_to_prefix?
  write_attribute(:suffix, NameCase(suffix)) if suffix && will_save_change_to_suffix?
end

#not_active_after_deathIgnored (protected)

Returns:

  • (Ignored)


531
532
533
534
535
536
537
# File 'app/models/person.rb', line 531

def not_active_after_death
  unless is_editor? || is_author?
    errors.add(:year_active_start, 'is older than year of death') if year_active_start && year_died && year_active_start > year_died
    errors.add(:year_active_end, 'is older than year of death') if year_active_end && year_died && year_active_end > year_died
  end
  true
end

#not_active_before_birthIgnored (protected)

Returns:

  • (Ignored)


540
541
542
543
# File 'app/models/person.rb', line 540

def not_active_before_birth
  errors.add(:year_active_start, 'is younger than than year of birth') if year_active_start && year_born && year_active_start < year_born
  errors.add(:year_active_end, 'is younger than year of birth') if year_active_end && year_born && year_active_end < year_born
end

#not_balrogObject (protected)



551
552
553
# File 'app/models/person.rb', line 551

def not_balrog
  errors.add(:base, 'nobody is that active') if year_active_start && year_active_end && (year_active_end - year_active_start > 119)
end

#not_gandalfObject (protected)



546
547
548
# File 'app/models/person.rb', line 546

def not_gandalf
  errors.add(:base, 'fountain of eternal life does not exist yet') if year_born && year_died && year_died - year_born > 119
end

#orcidObject

Return [String, nil]

convenience, maybe a delegate: candidate


183
184
185
# File 'app/models/person.rb', line 183

def orcid
  identifiers.where(type: 'Identifier::Global::Orcid').first&.cached
end

#role_counts(project_id) ⇒ Object



443
444
445
446
447
448
449
# File 'app/models/person.rb', line 443

def role_counts(project_id)
  {
    in_project: self.roles.where(project_id:).group(:type).count,
    not_in_project: self.roles.where.not(project_id:).where.not(project_id: nil).group(:type).count,
    community: self.roles.where(project_id: nil).group(:type).count
  }
end

#set_cachedIgnored (protected)

Returns:

  • (Ignored)


562
563
564
565
# File 'app/models/person.rb', line 562

def set_cached
  update_column(:cached, bibtex_name)
  set_role_cached
end

#set_role_cachedIgnored (protected)

Returns:

  • (Ignored)


568
569
570
571
572
573
574
575
576
# File 'app/models/person.rb', line 568

def set_role_cached
  if change_to_cached_attribute?
    if roles.count > 25
      delay(queue: :cache).update_role_cached
    else
      update_role_cached
    end
  end
end

#set_type_if_blankIgnored (protected)

TODO: deprecate this, always set explicitly

Returns:

  • (Ignored)


557
558
559
# File 'app/models/person.rb', line 557

def set_type_if_blank
  self.type = 'Person::Unvetted' if self.type.blank?
end

#update_role_cachedObject (protected)

Returns Integer the total objects updated.

Returns:

  • Integer the total objects updated



580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
# File 'app/models/person.rb', line 580

def update_role_cached
  # don't update the same object many times (e.g. CE of many COs?)
  updated = {}
  total = 0

  roles.reload.find_each do |r|
    i = r.role_object.class.base_class.to_s + r.role_object.to_param
    next if updated[i]
    r.send(:set_cached)
    updated[i] = true
    total += 1
  end

  total
end

#used_in_project?(project_id) ⇒ Boolean

Returns Boolean whether or not this Person is linked to any data in the project.

Returns:

  • (Boolean)

    Boolean whether or not this Person is linked to any data in the project



150
151
152
153
# File 'app/models/person.rb', line 150

def used_in_project?(project_id)
  Role.where(person_id: id, project_id:).any? ||
    Source.joins(:project_sources, :roles).where(roles: {person_id: id}, project_sources: { project_id: }).any?
end

#wikidata_idObject

Return [String, nil]

convenience, maybe a delegate: candidate


189
190
191
# File 'app/models/person.rb', line 189

def wikidata_id
  identifiers.where(type: 'Identifier::Global::Wikidata').first&.cached
end