Reputation: 2434
What is the best way to adjust your validation of a model based on a parameter or action? Say I am entering a lead into a system, so all that is required is basic contact info. But then later I may enter a new contract for that user at which point I need more detailed information. So I may need phone number when just entering a lead but once they are entering into a contract I might need their birthdate and alternate phone number.
I considered using a state machine but the user could actually enter into two contracts at the same time so state doesn't really work for this scenario.
I also considered storing the extra info with the contract but since the user can have more than one contract, it needs to live with the user so it is not redundant.
So basically when saving a contract, it would tell me that the attached user is invalid if said user doesn't have the extra fields.
Upvotes: 2
Views: 4330
Reputation: 9586
Check out conditional validations:
class Person
validates_presence_of :given_name, family_name
validates_presence_of :phone_number, :email_address, :if => :registered
with_options :if => :registered do |person|
# validations in this block are scoped to a registered user
person.validates_presence_of :dob
end
end
The :if
option can take:
You also have access to an :unless
option which works in a similar fashion.
You can also encapsulate the logic to determine the current state of the user and use that to determine what validation steps you can take:
class Person
validates_presence_of :email_address, :if => ->(p) { p.state == :pending_confirmation }
# I actually prefer validations in this format
validate do # stricter validations when user is confirming registration
if confirming_membership && (given_name.blank? || family_name.blank?
errors.add(:base, 'A full name is required')
end
end
def state
# your logic could be anything, this is just an example
if self.confirmed_email
:registered
elsif confirming_membership
:pending_confirmation
else
:new_user
end
end
def confirming_membership
# some logic
end
end
Upvotes: 4
Reputation: 4930
You can use conditional validation for example:
validates_presence_of :phone, :if => Proc.new { |p| p.lead? }
Upvotes: 3
Reputation: 882
In whatever action the lead posts to, you could just do this:
@object.save(validate: false)
Then, when they need to enter the contract, leave off that validate: false
option to ensure that those validations run.
Also, see this post if you want to skip only certain validations.
Upvotes: 0