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Re Enable a Canceled or Declined Match

Elliot edited this page Feb 4, 2019 · 3 revisions

This is a work-in-progress.

The process of re-enabling a canceled or declined match is much more complex than if the match was successful. First you need to make sure the client is not involved in another match. Then make sure the opportunity has not been re-matched (add link).

Finally, you can cleanup the match.

  1. Via the console, find the match: m = ClientOpportunityMatch.find(1234)
  2. Mark the client as unavailable in the match route: m.client.make_unavailable_in(match_route: m.match_route)
  3. Make the match active again: m.update(closed: false, active: true, closed_reason: nil)
  4. Move the match back to the beginning of the current step: m.current_decision.update(status: :pending)