Class: TypeMaterial

Overview

TypeMaterial links CollectionObjects to Protonyms. It is the single direct relationship between nomenclature (TaxonName) and CollectionObject in TaxonWorks. Other name-collection object relationships coming through TaxonDeterminations, i.e. linking an OTU to a object. TypeMaterial is used to encode specific rules of nomenclature, therefor it only includes those types (e.g. “holotype”) that are specifically goverened, for example “topotype” is not allowed.

Constant Summary collapse

ICZN_TYPES =

Keys are valid values for type_type, values are required Class for BiologicalCollectionObject

{
  'holotype' =>  Specimen,
  'paratype' => Specimen,
  'paralectotype' => Specimen,
  'neotype' => Specimen,
  'lectotype' => Specimen,
  'syntype' => Specimen,
  'paratypes' => Lot,
  'syntypes' => Lot,
  'paralectotypes' => Lot
}.freeze
ICN_TYPES =
{
    'holotype' => Specimen,
    'paratype' => Specimen,
    'lectotype' => Specimen,
    'neotype' => Specimen,
    'epitype' => Specimen,
    'isotype' => Specimen,
    'syntype' => Specimen,
    'isosyntype' => Specimen,
    'syntypes' => Lot,
    'isotypes' => Lot,
    'isosyntypes' => Lot
}.freeze

Constants included from SoftValidation

SoftValidation::ANCESTORS_WITH_SOFT_VALIDATIONS

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Methods included from SoftValidation

#clear_soft_validations, #fix_for, #fix_soft_validations, #soft_fixed?, #soft_valid?, #soft_validate, #soft_validated?, #soft_validations, #soft_validators

Methods included from Shared::IsData

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

Methods included from Shared::Confidences

#reject_confidences

Methods included from Shared::Tags

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

Methods included from Shared::Notes

#concatenated_notes_string, #reject_notes

Methods included from Shared::DataAttributes

#import_attributes, #internal_attributes, #keyword_value_hash, #reject_data_attributes

Methods included from Shared::Citations

#cited?, #mark_citations_for_destruction, #nomenclature_date, #origin_citation_source_id, #reject_citations, #requires_citation?, #sources_by_topic_id

Methods included from Housekeeping

#has_polymorphic_relationship?

Methods inherited from ApplicationRecord

transaction_with_retry

Instance Attribute Details

#collection_object_idInteger

Returns the CollectionObject.

Returns:

  • (Integer)

    the CollectionObject



24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
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
# File 'app/models/type_material.rb', line 24

class TypeMaterial < ApplicationRecord
  include Housekeeping
  include Shared::Citations
  include Shared::DataAttributes

  include Shared::Notes
  include Shared::Tags
  include Shared::Confidences
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include SoftValidation

  # Keys are valid values for type_type, values are
  # required Class for BiologicalCollectionObject
  ICZN_TYPES = {
    'holotype' =>  Specimen,
    'paratype' => Specimen,
    'paralectotype' => Specimen,
    'neotype' => Specimen,
    'lectotype' => Specimen,
    'syntype' => Specimen,
    'paratypes' => Lot,
    'syntypes' => Lot,
    'paralectotypes' => Lot
  }.freeze

  ICN_TYPES = {
      'holotype' => Specimen,
      'paratype' => Specimen,
      'lectotype' => Specimen,
      'neotype' => Specimen,
      'epitype' => Specimen,
      'isotype' => Specimen,
      'syntype' => Specimen,
      'isosyntype' => Specimen,
      'syntypes' => Lot,
      'isotypes' => Lot,
      'isosyntypes' => Lot
  }.freeze

  belongs_to :collection_object, class_name: 'CollectionObject', inverse_of: :type_materials
  belongs_to :protonym, inverse_of: :type_materials
  has_many :otus, through: :protonym, inverse_of: :type_materials

  scope :where_protonym, -> (taxon_name) { where(protonym_id: taxon_name) }
  scope :with_type_string, -> (base_string) { where('type_type LIKE ?', "#{base_string}" ) }
  scope :with_type_array, -> (base_array) { where('type_type IN (?)', base_array ) }

  scope :primary, -> {where(type_type: %w{neotype lectotype holotype}).order('collection_object_id')}
  scope :syntypes, -> {where(type_type: %w{syntype syntypes}).order('collection_object_id')}
  scope :primary_with_protonym_array, -> (base_array) {select('type_type, collection_object_id').group('type_type, collection_object_id').where("type_materials.type_type IN ('neotype', 'lectotype', 'holotype', 'syntype', 'syntypes') AND type_materials.protonym_id IN (?)", base_array ) }

  validate :check_type_type
  validate :check_protonym_rank

  validates_uniqueness_of :type_type, scope: [:protonym_id, :collection_object_id]

  soft_validate(:sv_single_primary_type, set: :single_primary_type)
  soft_validate(:sv_type_source, set: :type_source)

  accepts_nested_attributes_for :collection_object, allow_destroy: true
  validates_presence_of :type_type, :protonym, :collection_object

  # TODO: really should be validating uniqueness at this point, it's type material, not garbage records

  def type_source
    [source, protonym.try(:source), nil].compact.first
  end

  def self.legal_type_type(code, type_type)
    case code
    when :iczn
      ICZN_TYPES.keys.include?(type_type)
    when :icn
      ICN_TYPES.keys.include?(type_type)
    else
      false
    end
  end

  def dwc_occurrences
    return DwcOccurrence.none unless collection_object.present?
    DwcOccurrence.where(
      dwc_occurrence_object_type: 'CollectionObject',
      dwc_occurrence_object_id: id
    ).distinct
  end

  protected

  def check_type_type
    if protonym
      code = protonym.rank_class.nomenclatural_code
      errors.add(:type_type, 'Not a legal type for the nomenclatural code provided') unless TypeMaterial::legal_type_type(code, type_type)
    end
  end

  def check_protonym_rank
    errors.add(:protonym_id, 'Type cannot be designated, name is not a species group name') if protonym && !protonym.is_species_rank?
  end

  def sv_single_primary_type
    primary_types = TypeMaterial.with_type_array(['holotype', 'neotype', 'lectotype']).where_protonym(protonym).not_self(self)
    syntypes = TypeMaterial.with_type_array(['syntype', 'syntypes']).where_protonym(protonym)

    if type_type =~ /syntype/
      soft_validations.add(:type_type, 'Other primary types selected for the taxon are conflicting with the syntypes') unless primary_types.empty?
    end

    if ['holotype', 'neotype', 'lectotype'].include?(type_type)
      soft_validations.add(:type_type, 'More than one primary type associated with the taxon') if !primary_types.empty? || !syntypes.empty?
    end
  end

  def sv_type_source
    soft_validations.add(:base, 'Source is not selected neither for type nor for taxon') unless type_source
    if %w(paralectotype neotype lectotype paralectotypes).include?(type_type)
      if source.nil?
        soft_validations.add(:base, "Source for #{type_type} designation is not selected ") if source.nil?
      elsif !protonym.try(:source).nil? && source.cached_nomenclature_date && protonym.cached_nomenclature_date
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated in the original publication") if source == protonym.source
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated before taxon description") if source.cached_nomenclature_date&.to_date < protonym.cached_nomenclature_date
      end
    end
  end

end

#positionInteger

Returns sort column.

Returns:

  • (Integer)

    sort column



24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
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
# File 'app/models/type_material.rb', line 24

class TypeMaterial < ApplicationRecord
  include Housekeeping
  include Shared::Citations
  include Shared::DataAttributes

  include Shared::Notes
  include Shared::Tags
  include Shared::Confidences
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include SoftValidation

  # Keys are valid values for type_type, values are
  # required Class for BiologicalCollectionObject
  ICZN_TYPES = {
    'holotype' =>  Specimen,
    'paratype' => Specimen,
    'paralectotype' => Specimen,
    'neotype' => Specimen,
    'lectotype' => Specimen,
    'syntype' => Specimen,
    'paratypes' => Lot,
    'syntypes' => Lot,
    'paralectotypes' => Lot
  }.freeze

  ICN_TYPES = {
      'holotype' => Specimen,
      'paratype' => Specimen,
      'lectotype' => Specimen,
      'neotype' => Specimen,
      'epitype' => Specimen,
      'isotype' => Specimen,
      'syntype' => Specimen,
      'isosyntype' => Specimen,
      'syntypes' => Lot,
      'isotypes' => Lot,
      'isosyntypes' => Lot
  }.freeze

  belongs_to :collection_object, class_name: 'CollectionObject', inverse_of: :type_materials
  belongs_to :protonym, inverse_of: :type_materials
  has_many :otus, through: :protonym, inverse_of: :type_materials

  scope :where_protonym, -> (taxon_name) { where(protonym_id: taxon_name) }
  scope :with_type_string, -> (base_string) { where('type_type LIKE ?', "#{base_string}" ) }
  scope :with_type_array, -> (base_array) { where('type_type IN (?)', base_array ) }

  scope :primary, -> {where(type_type: %w{neotype lectotype holotype}).order('collection_object_id')}
  scope :syntypes, -> {where(type_type: %w{syntype syntypes}).order('collection_object_id')}
  scope :primary_with_protonym_array, -> (base_array) {select('type_type, collection_object_id').group('type_type, collection_object_id').where("type_materials.type_type IN ('neotype', 'lectotype', 'holotype', 'syntype', 'syntypes') AND type_materials.protonym_id IN (?)", base_array ) }

  validate :check_type_type
  validate :check_protonym_rank

  validates_uniqueness_of :type_type, scope: [:protonym_id, :collection_object_id]

  soft_validate(:sv_single_primary_type, set: :single_primary_type)
  soft_validate(:sv_type_source, set: :type_source)

  accepts_nested_attributes_for :collection_object, allow_destroy: true
  validates_presence_of :type_type, :protonym, :collection_object

  # TODO: really should be validating uniqueness at this point, it's type material, not garbage records

  def type_source
    [source, protonym.try(:source), nil].compact.first
  end

  def self.legal_type_type(code, type_type)
    case code
    when :iczn
      ICZN_TYPES.keys.include?(type_type)
    when :icn
      ICN_TYPES.keys.include?(type_type)
    else
      false
    end
  end

  def dwc_occurrences
    return DwcOccurrence.none unless collection_object.present?
    DwcOccurrence.where(
      dwc_occurrence_object_type: 'CollectionObject',
      dwc_occurrence_object_id: id
    ).distinct
  end

  protected

  def check_type_type
    if protonym
      code = protonym.rank_class.nomenclatural_code
      errors.add(:type_type, 'Not a legal type for the nomenclatural code provided') unless TypeMaterial::legal_type_type(code, type_type)
    end
  end

  def check_protonym_rank
    errors.add(:protonym_id, 'Type cannot be designated, name is not a species group name') if protonym && !protonym.is_species_rank?
  end

  def sv_single_primary_type
    primary_types = TypeMaterial.with_type_array(['holotype', 'neotype', 'lectotype']).where_protonym(protonym).not_self(self)
    syntypes = TypeMaterial.with_type_array(['syntype', 'syntypes']).where_protonym(protonym)

    if type_type =~ /syntype/
      soft_validations.add(:type_type, 'Other primary types selected for the taxon are conflicting with the syntypes') unless primary_types.empty?
    end

    if ['holotype', 'neotype', 'lectotype'].include?(type_type)
      soft_validations.add(:type_type, 'More than one primary type associated with the taxon') if !primary_types.empty? || !syntypes.empty?
    end
  end

  def sv_type_source
    soft_validations.add(:base, 'Source is not selected neither for type nor for taxon') unless type_source
    if %w(paralectotype neotype lectotype paralectotypes).include?(type_type)
      if source.nil?
        soft_validations.add(:base, "Source for #{type_type} designation is not selected ") if source.nil?
      elsif !protonym.try(:source).nil? && source.cached_nomenclature_date && protonym.cached_nomenclature_date
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated in the original publication") if source == protonym.source
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated before taxon description") if source.cached_nomenclature_date&.to_date < protonym.cached_nomenclature_date
      end
    end
  end

end

#project_idInteger

the project ID

Returns:

  • (Integer)

    Integer



24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
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
# File 'app/models/type_material.rb', line 24

class TypeMaterial < ApplicationRecord
  include Housekeeping
  include Shared::Citations
  include Shared::DataAttributes

  include Shared::Notes
  include Shared::Tags
  include Shared::Confidences
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include SoftValidation

  # Keys are valid values for type_type, values are
  # required Class for BiologicalCollectionObject
  ICZN_TYPES = {
    'holotype' =>  Specimen,
    'paratype' => Specimen,
    'paralectotype' => Specimen,
    'neotype' => Specimen,
    'lectotype' => Specimen,
    'syntype' => Specimen,
    'paratypes' => Lot,
    'syntypes' => Lot,
    'paralectotypes' => Lot
  }.freeze

  ICN_TYPES = {
      'holotype' => Specimen,
      'paratype' => Specimen,
      'lectotype' => Specimen,
      'neotype' => Specimen,
      'epitype' => Specimen,
      'isotype' => Specimen,
      'syntype' => Specimen,
      'isosyntype' => Specimen,
      'syntypes' => Lot,
      'isotypes' => Lot,
      'isosyntypes' => Lot
  }.freeze

  belongs_to :collection_object, class_name: 'CollectionObject', inverse_of: :type_materials
  belongs_to :protonym, inverse_of: :type_materials
  has_many :otus, through: :protonym, inverse_of: :type_materials

  scope :where_protonym, -> (taxon_name) { where(protonym_id: taxon_name) }
  scope :with_type_string, -> (base_string) { where('type_type LIKE ?', "#{base_string}" ) }
  scope :with_type_array, -> (base_array) { where('type_type IN (?)', base_array ) }

  scope :primary, -> {where(type_type: %w{neotype lectotype holotype}).order('collection_object_id')}
  scope :syntypes, -> {where(type_type: %w{syntype syntypes}).order('collection_object_id')}
  scope :primary_with_protonym_array, -> (base_array) {select('type_type, collection_object_id').group('type_type, collection_object_id').where("type_materials.type_type IN ('neotype', 'lectotype', 'holotype', 'syntype', 'syntypes') AND type_materials.protonym_id IN (?)", base_array ) }

  validate :check_type_type
  validate :check_protonym_rank

  validates_uniqueness_of :type_type, scope: [:protonym_id, :collection_object_id]

  soft_validate(:sv_single_primary_type, set: :single_primary_type)
  soft_validate(:sv_type_source, set: :type_source)

  accepts_nested_attributes_for :collection_object, allow_destroy: true
  validates_presence_of :type_type, :protonym, :collection_object

  # TODO: really should be validating uniqueness at this point, it's type material, not garbage records

  def type_source
    [source, protonym.try(:source), nil].compact.first
  end

  def self.legal_type_type(code, type_type)
    case code
    when :iczn
      ICZN_TYPES.keys.include?(type_type)
    when :icn
      ICN_TYPES.keys.include?(type_type)
    else
      false
    end
  end

  def dwc_occurrences
    return DwcOccurrence.none unless collection_object.present?
    DwcOccurrence.where(
      dwc_occurrence_object_type: 'CollectionObject',
      dwc_occurrence_object_id: id
    ).distinct
  end

  protected

  def check_type_type
    if protonym
      code = protonym.rank_class.nomenclatural_code
      errors.add(:type_type, 'Not a legal type for the nomenclatural code provided') unless TypeMaterial::legal_type_type(code, type_type)
    end
  end

  def check_protonym_rank
    errors.add(:protonym_id, 'Type cannot be designated, name is not a species group name') if protonym && !protonym.is_species_rank?
  end

  def sv_single_primary_type
    primary_types = TypeMaterial.with_type_array(['holotype', 'neotype', 'lectotype']).where_protonym(protonym).not_self(self)
    syntypes = TypeMaterial.with_type_array(['syntype', 'syntypes']).where_protonym(protonym)

    if type_type =~ /syntype/
      soft_validations.add(:type_type, 'Other primary types selected for the taxon are conflicting with the syntypes') unless primary_types.empty?
    end

    if ['holotype', 'neotype', 'lectotype'].include?(type_type)
      soft_validations.add(:type_type, 'More than one primary type associated with the taxon') if !primary_types.empty? || !syntypes.empty?
    end
  end

  def sv_type_source
    soft_validations.add(:base, 'Source is not selected neither for type nor for taxon') unless type_source
    if %w(paralectotype neotype lectotype paralectotypes).include?(type_type)
      if source.nil?
        soft_validations.add(:base, "Source for #{type_type} designation is not selected ") if source.nil?
      elsif !protonym.try(:source).nil? && source.cached_nomenclature_date && protonym.cached_nomenclature_date
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated in the original publication") if source == protonym.source
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated before taxon description") if source.cached_nomenclature_date&.to_date < protonym.cached_nomenclature_date
      end
    end
  end

end

#protonym_idInteger

Returns the protonym in question.

Returns:

  • (Integer)

    the protonym in question



24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
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
# File 'app/models/type_material.rb', line 24

class TypeMaterial < ApplicationRecord
  include Housekeeping
  include Shared::Citations
  include Shared::DataAttributes

  include Shared::Notes
  include Shared::Tags
  include Shared::Confidences
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include SoftValidation

  # Keys are valid values for type_type, values are
  # required Class for BiologicalCollectionObject
  ICZN_TYPES = {
    'holotype' =>  Specimen,
    'paratype' => Specimen,
    'paralectotype' => Specimen,
    'neotype' => Specimen,
    'lectotype' => Specimen,
    'syntype' => Specimen,
    'paratypes' => Lot,
    'syntypes' => Lot,
    'paralectotypes' => Lot
  }.freeze

  ICN_TYPES = {
      'holotype' => Specimen,
      'paratype' => Specimen,
      'lectotype' => Specimen,
      'neotype' => Specimen,
      'epitype' => Specimen,
      'isotype' => Specimen,
      'syntype' => Specimen,
      'isosyntype' => Specimen,
      'syntypes' => Lot,
      'isotypes' => Lot,
      'isosyntypes' => Lot
  }.freeze

  belongs_to :collection_object, class_name: 'CollectionObject', inverse_of: :type_materials
  belongs_to :protonym, inverse_of: :type_materials
  has_many :otus, through: :protonym, inverse_of: :type_materials

  scope :where_protonym, -> (taxon_name) { where(protonym_id: taxon_name) }
  scope :with_type_string, -> (base_string) { where('type_type LIKE ?', "#{base_string}" ) }
  scope :with_type_array, -> (base_array) { where('type_type IN (?)', base_array ) }

  scope :primary, -> {where(type_type: %w{neotype lectotype holotype}).order('collection_object_id')}
  scope :syntypes, -> {where(type_type: %w{syntype syntypes}).order('collection_object_id')}
  scope :primary_with_protonym_array, -> (base_array) {select('type_type, collection_object_id').group('type_type, collection_object_id').where("type_materials.type_type IN ('neotype', 'lectotype', 'holotype', 'syntype', 'syntypes') AND type_materials.protonym_id IN (?)", base_array ) }

  validate :check_type_type
  validate :check_protonym_rank

  validates_uniqueness_of :type_type, scope: [:protonym_id, :collection_object_id]

  soft_validate(:sv_single_primary_type, set: :single_primary_type)
  soft_validate(:sv_type_source, set: :type_source)

  accepts_nested_attributes_for :collection_object, allow_destroy: true
  validates_presence_of :type_type, :protonym, :collection_object

  # TODO: really should be validating uniqueness at this point, it's type material, not garbage records

  def type_source
    [source, protonym.try(:source), nil].compact.first
  end

  def self.legal_type_type(code, type_type)
    case code
    when :iczn
      ICZN_TYPES.keys.include?(type_type)
    when :icn
      ICN_TYPES.keys.include?(type_type)
    else
      false
    end
  end

  def dwc_occurrences
    return DwcOccurrence.none unless collection_object.present?
    DwcOccurrence.where(
      dwc_occurrence_object_type: 'CollectionObject',
      dwc_occurrence_object_id: id
    ).distinct
  end

  protected

  def check_type_type
    if protonym
      code = protonym.rank_class.nomenclatural_code
      errors.add(:type_type, 'Not a legal type for the nomenclatural code provided') unless TypeMaterial::legal_type_type(code, type_type)
    end
  end

  def check_protonym_rank
    errors.add(:protonym_id, 'Type cannot be designated, name is not a species group name') if protonym && !protonym.is_species_rank?
  end

  def sv_single_primary_type
    primary_types = TypeMaterial.with_type_array(['holotype', 'neotype', 'lectotype']).where_protonym(protonym).not_self(self)
    syntypes = TypeMaterial.with_type_array(['syntype', 'syntypes']).where_protonym(protonym)

    if type_type =~ /syntype/
      soft_validations.add(:type_type, 'Other primary types selected for the taxon are conflicting with the syntypes') unless primary_types.empty?
    end

    if ['holotype', 'neotype', 'lectotype'].include?(type_type)
      soft_validations.add(:type_type, 'More than one primary type associated with the taxon') if !primary_types.empty? || !syntypes.empty?
    end
  end

  def sv_type_source
    soft_validations.add(:base, 'Source is not selected neither for type nor for taxon') unless type_source
    if %w(paralectotype neotype lectotype paralectotypes).include?(type_type)
      if source.nil?
        soft_validations.add(:base, "Source for #{type_type} designation is not selected ") if source.nil?
      elsif !protonym.try(:source).nil? && source.cached_nomenclature_date && protonym.cached_nomenclature_date
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated in the original publication") if source == protonym.source
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated before taxon description") if source.cached_nomenclature_date&.to_date < protonym.cached_nomenclature_date
      end
    end
  end

end

#type_typeString

Returns the type of Type relationship (e.g. holotype).

Returns:

  • (String)

    the type of Type relationship (e.g. holotype)



24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
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
# File 'app/models/type_material.rb', line 24

class TypeMaterial < ApplicationRecord
  include Housekeeping
  include Shared::Citations
  include Shared::DataAttributes

  include Shared::Notes
  include Shared::Tags
  include Shared::Confidences
  include Shared::DwcOccurrenceHooks
  include Shared::IsData
  include SoftValidation

  # Keys are valid values for type_type, values are
  # required Class for BiologicalCollectionObject
  ICZN_TYPES = {
    'holotype' =>  Specimen,
    'paratype' => Specimen,
    'paralectotype' => Specimen,
    'neotype' => Specimen,
    'lectotype' => Specimen,
    'syntype' => Specimen,
    'paratypes' => Lot,
    'syntypes' => Lot,
    'paralectotypes' => Lot
  }.freeze

  ICN_TYPES = {
      'holotype' => Specimen,
      'paratype' => Specimen,
      'lectotype' => Specimen,
      'neotype' => Specimen,
      'epitype' => Specimen,
      'isotype' => Specimen,
      'syntype' => Specimen,
      'isosyntype' => Specimen,
      'syntypes' => Lot,
      'isotypes' => Lot,
      'isosyntypes' => Lot
  }.freeze

  belongs_to :collection_object, class_name: 'CollectionObject', inverse_of: :type_materials
  belongs_to :protonym, inverse_of: :type_materials
  has_many :otus, through: :protonym, inverse_of: :type_materials

  scope :where_protonym, -> (taxon_name) { where(protonym_id: taxon_name) }
  scope :with_type_string, -> (base_string) { where('type_type LIKE ?', "#{base_string}" ) }
  scope :with_type_array, -> (base_array) { where('type_type IN (?)', base_array ) }

  scope :primary, -> {where(type_type: %w{neotype lectotype holotype}).order('collection_object_id')}
  scope :syntypes, -> {where(type_type: %w{syntype syntypes}).order('collection_object_id')}
  scope :primary_with_protonym_array, -> (base_array) {select('type_type, collection_object_id').group('type_type, collection_object_id').where("type_materials.type_type IN ('neotype', 'lectotype', 'holotype', 'syntype', 'syntypes') AND type_materials.protonym_id IN (?)", base_array ) }

  validate :check_type_type
  validate :check_protonym_rank

  validates_uniqueness_of :type_type, scope: [:protonym_id, :collection_object_id]

  soft_validate(:sv_single_primary_type, set: :single_primary_type)
  soft_validate(:sv_type_source, set: :type_source)

  accepts_nested_attributes_for :collection_object, allow_destroy: true
  validates_presence_of :type_type, :protonym, :collection_object

  # TODO: really should be validating uniqueness at this point, it's type material, not garbage records

  def type_source
    [source, protonym.try(:source), nil].compact.first
  end

  def self.legal_type_type(code, type_type)
    case code
    when :iczn
      ICZN_TYPES.keys.include?(type_type)
    when :icn
      ICN_TYPES.keys.include?(type_type)
    else
      false
    end
  end

  def dwc_occurrences
    return DwcOccurrence.none unless collection_object.present?
    DwcOccurrence.where(
      dwc_occurrence_object_type: 'CollectionObject',
      dwc_occurrence_object_id: id
    ).distinct
  end

  protected

  def check_type_type
    if protonym
      code = protonym.rank_class.nomenclatural_code
      errors.add(:type_type, 'Not a legal type for the nomenclatural code provided') unless TypeMaterial::legal_type_type(code, type_type)
    end
  end

  def check_protonym_rank
    errors.add(:protonym_id, 'Type cannot be designated, name is not a species group name') if protonym && !protonym.is_species_rank?
  end

  def sv_single_primary_type
    primary_types = TypeMaterial.with_type_array(['holotype', 'neotype', 'lectotype']).where_protonym(protonym).not_self(self)
    syntypes = TypeMaterial.with_type_array(['syntype', 'syntypes']).where_protonym(protonym)

    if type_type =~ /syntype/
      soft_validations.add(:type_type, 'Other primary types selected for the taxon are conflicting with the syntypes') unless primary_types.empty?
    end

    if ['holotype', 'neotype', 'lectotype'].include?(type_type)
      soft_validations.add(:type_type, 'More than one primary type associated with the taxon') if !primary_types.empty? || !syntypes.empty?
    end
  end

  def sv_type_source
    soft_validations.add(:base, 'Source is not selected neither for type nor for taxon') unless type_source
    if %w(paralectotype neotype lectotype paralectotypes).include?(type_type)
      if source.nil?
        soft_validations.add(:base, "Source for #{type_type} designation is not selected ") if source.nil?
      elsif !protonym.try(:source).nil? && source.cached_nomenclature_date && protonym.cached_nomenclature_date
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated in the original publication") if source == protonym.source
        soft_validations.add(:base, "#{type_type.capitalize} could not be designated before taxon description") if source.cached_nomenclature_date&.to_date < protonym.cached_nomenclature_date
      end
    end
  end

end

Class Method Details



93
94
95
96
97
98
99
100
101
102
# File 'app/models/type_material.rb', line 93

def self.legal_type_type(code, type_type)
  case code
  when :iczn
    ICZN_TYPES.keys.include?(type_type)
  when :icn
    ICN_TYPES.keys.include?(type_type)
  else
    false
  end
end

Instance Method Details

#check_protonym_rankObject (protected)



121
122
123
# File 'app/models/type_material.rb', line 121

def check_protonym_rank
  errors.add(:protonym_id, 'Type cannot be designated, name is not a species group name') if protonym && !protonym.is_species_rank?
end

#check_type_typeObject (protected)



114
115
116
117
118
119
# File 'app/models/type_material.rb', line 114

def check_type_type
  if protonym
    code = protonym.rank_class.nomenclatural_code
    errors.add(:type_type, 'Not a legal type for the nomenclatural code provided') unless TypeMaterial::legal_type_type(code, type_type)
  end
end

#dwc_occurrencesObject



104
105
106
107
108
109
110
# File 'app/models/type_material.rb', line 104

def dwc_occurrences
  return DwcOccurrence.none unless collection_object.present?
  DwcOccurrence.where(
    dwc_occurrence_object_type: 'CollectionObject',
    dwc_occurrence_object_id: id
  ).distinct
end

#sv_single_primary_typeObject (protected)



125
126
127
128
129
130
131
132
133
134
135
136
# File 'app/models/type_material.rb', line 125

def sv_single_primary_type
  primary_types = TypeMaterial.with_type_array(['holotype', 'neotype', 'lectotype']).where_protonym(protonym).not_self(self)
  syntypes = TypeMaterial.with_type_array(['syntype', 'syntypes']).where_protonym(protonym)

  if type_type =~ /syntype/
    soft_validations.add(:type_type, 'Other primary types selected for the taxon are conflicting with the syntypes') unless primary_types.empty?
  end

  if ['holotype', 'neotype', 'lectotype'].include?(type_type)
    soft_validations.add(:type_type, 'More than one primary type associated with the taxon') if !primary_types.empty? || !syntypes.empty?
  end
end

#sv_type_sourceObject (protected)



138
139
140
141
142
143
144
145
146
147
148
# File 'app/models/type_material.rb', line 138

def sv_type_source
  soft_validations.add(:base, 'Source is not selected neither for type nor for taxon') unless type_source
  if %w(paralectotype neotype lectotype paralectotypes).include?(type_type)
    if source.nil?
      soft_validations.add(:base, "Source for #{type_type} designation is not selected ") if source.nil?
    elsif !protonym.try(:source).nil? && source.cached_nomenclature_date && protonym.cached_nomenclature_date
      soft_validations.add(:base, "#{type_type.capitalize} could not be designated in the original publication") if source == protonym.source
      soft_validations.add(:base, "#{type_type.capitalize} could not be designated before taxon description") if source.cached_nomenclature_date&.to_date < protonym.cached_nomenclature_date
    end
  end
end

#type_sourceObject

TODO: really should be validating uniqueness at this point, it’s type material, not garbage records



89
90
91
# File 'app/models/type_material.rb', line 89

def type_source
  [source, protonym.try(:source), nil].compact.first
end