在Ruby on Rails中转换实例变量

Question

I'm new to Ruby on Rails and I'm building a simple crm. I'm trying to convert an @lead to an @customer after they become an actual customer. In the lead show page I'd like to have a button that says convert to customer, but I'm unsure how to do this in the controller and model.

What should I do?

Thanks for the help.

Answer 1

First of all, some code would be really nice. Second, your problem sounds a little bit like you need inheritance. Then you can have something like the following:

class Lead
  ... 
end

class Customer < Lead
   ... # this is your customer, having all the properties of a lead but as well new ones.
end

To transfer one lead to a customer you can then use becomes to transfer between them. From your tags I can see, that you are using Ruby on Rails, so you want to have a look at single table inheritance STI .

Hope this helps!