Class: ActivitiesController

Inherits:
CrmController show all
Includes:
Controllers::Attachable
Defined in:
app/controllers/activities_controller.rb

Constant Summary

Constants included from Controllers::Attachable

Controllers::Attachable::PUBLICATIONS_PER_PAGE

Constants included from Controllers::ReferenceFindable

Controllers::ReferenceFindable::ID_EMBEDDED_PATTERNS

Constants included from Controllers::AnalyticsEvents

Controllers::AnalyticsEvents::MAX_QUEUED_EVENTS, Controllers::AnalyticsEvents::SESSION_KEY

Constants included from Controllers::ErrorRendering

Controllers::ErrorRendering::NON_CONTENT_PATH_PREFIXES

Constants included from Www::SeoHelper

Www::SeoHelper::AWARDS, Www::SeoHelper::CA_ADDRESS, Www::SeoHelper::CA_BUSINESS_HOURS, Www::SeoHelper::CA_CONTACT_POINT, Www::SeoHelper::CA_CURRENCIES, Www::SeoHelper::CA_DESCRIPTION, Www::SeoHelper::CA_FOUNDING_DATE, Www::SeoHelper::CA_GLOBAL_LOCATION_NUMBER, Www::SeoHelper::CA_LEGAL_NAME, Www::SeoHelper::CA_LOCAL_BUSINESS, Www::SeoHelper::CA_ONLINE_STORE, Www::SeoHelper::CA_RETURN_POLICY, Www::SeoHelper::CA_SALES_DEPARTMENT, Www::SeoHelper::CA_SERVICE_AREA, Www::SeoHelper::CA_URL, Www::SeoHelper::CA_VAT_ID, Www::SeoHelper::CA_WAREHOUSE_DEPARTMENT, Www::SeoHelper::CA_WAREHOUSE_HOURS, Www::SeoHelper::COMPANY_EMAIL, Www::SeoHelper::COMPANY_LOGO, Www::SeoHelper::COMPANY_NAME, Www::SeoHelper::COMPANY_SLOGAN, Www::SeoHelper::EXPERTISE, Www::SeoHelper::FAX_NUMBER, Www::SeoHelper::GS1_COMPANY_PREFIX, Www::SeoHelper::ISO6523_CODE, Www::SeoHelper::PAYMENT_METHODS, Www::SeoHelper::PHONE_NUMBER, Www::SeoHelper::PRIMARY_NAICS, Www::SeoHelper::REFUND_TYPE, Www::SeoHelper::RETURN_FEES, Www::SeoHelper::RETURN_METHOD, Www::SeoHelper::RETURN_POLICY_CATEGORY, Www::SeoHelper::SECONDARY_NAICS, Www::SeoHelper::SOCIAL_PROFILES, Www::SeoHelper::US_ADDRESS, Www::SeoHelper::US_BUSINESS_HOURS, Www::SeoHelper::US_CONTACT_POINT, Www::SeoHelper::US_CURRENCIES, Www::SeoHelper::US_DESCRIPTION, Www::SeoHelper::US_FOUNDING_DATE, Www::SeoHelper::US_GLOBAL_LOCATION_NUMBER, Www::SeoHelper::US_IMAGE, Www::SeoHelper::US_LEGAL_NAME, Www::SeoHelper::US_LOCAL_BUSINESS, Www::SeoHelper::US_ONLINE_STORE, Www::SeoHelper::US_RETURN_POLICY, Www::SeoHelper::US_SALES_DEPARTMENT, Www::SeoHelper::US_SERVICE_AREA, Www::SeoHelper::US_TAX_ID, Www::SeoHelper::US_URL, Www::SeoHelper::US_WAREHOUSE_DEPARTMENT, Www::SeoHelper::US_WAREHOUSE_HOURS

Constants included from IconHelper

IconHelper::CUSTOM_ICON_MAP, IconHelper::CUSTOM_SVG_DIR, IconHelper::DEFAULT_FAMILY

Instance Method Summary collapse

Methods included from Controllers::Attachable

#attach, #publication_modal, #remove_attachment, #search_library

Methods inherited from CrmController

#access_denied, #context_id, #context_object, #crm_home_path, #current_ability, #default_url_options, #download_temp, #get_tempfile_path_for_download, #initialize_crm_lazy_chunks, #record_not_found, #redirect_to_job_or_fallback, #render_edit_action, #set_context, #set_download_path, #stash_file_for_temp_download

Methods inherited from ApplicationController

#account_impersonated?, #add_to_flash, #append_token, #bypass_forgery_protection?, #chat_enabled?, #cloudflare_cleared?, #default_catalog, #default_url_options, #enable_turbo_frames, #find_publication, #fix_invalid_accept_header, #init_js_utils, #is_globals_call?, #layout_by_resource, #locale_store, #redirect_to, #require_employee_for_crm, #set_base_host, #set_real_ip, #set_report_errors_for, #should_render_layout?, #stamp_impersonation_context, #warmlyyours_canada_ip?, #warmlyyours_ip?, #y

Methods included from Controllers::ReturnPathHandling

#check_for_return_path, #redirect_to_return_path_or_default

Methods included from Controllers::AnalyticsEvents

#consume_queued_analytics_events, #track_event

Methods included from Controllers::DeviceDetection

#device_detector, #is_ie?

Methods included from Controllers::SubdomainDetection

#is_crm_request?, #is_www_request?, #json_request?

Methods included from Controllers::TrackingDetection

#bot_request?, #gdpr_country?, #gdpr_country_data, #prevent_bots, #set_tracking_cookie, #track_visitor?

Methods included from Controllers::AcceleratedFileSending

#send_file_accelerated, #send_upload_accelerated

Methods included from Controllers::ErrorRendering

#excp_string, #mail_to_for_error_reporting, #render_400, #render_404, #render_406, #render_410, #render_500, #render_invalid_authenticity_token, #render_ip_spoof_error, #safe_referer_or_fallback

Methods included from Controllers::TurnstileVerification

#load_turnstile_script_tag, #turnstile_lazy_widget, #turnstile_script_tag, #turnstile_widget, #validate_turnstile!

Methods included from Controllers::CloudflareCaching

edge_cached, #edge_cached_action?, #reset_cloudflare_cache, #set_cloudflare_cache, #skip_session

Methods included from Controllers::Webpackable

#preload_webpack_fonts, #webpack_css_include, #webpack_css_url, #webpack_js_include, #wpd_is_running?

Methods included from Controllers::Localizable

#cloudflare_country_locale, #determine_request_locale, #geocoder_locale, #guest_user_locale_check, #locale_optional_www_auth_path?, #param_locale, #set_locale, #set_request_locale, #skip_localization?, #warmlyyours_ip_locale

Methods included from Controllers::Authenticable

#access_denied, #authenticate_account, #authenticate_account!, #authenticate_account_from_login_token!, #authenticate_account_from_token!, #check_is_a_manager, #check_is_a_sales_manager, #check_is_an_admin, #check_is_an_employee, #check_party, #clear_mismatched_guest_user, #create_guest_user, #credentials?, #current_or_guest_user, #current_or_guest_user_id_read_only, #current_user, #devise_mapping, #fully_logged_in?, #generate_bot_id, #guest_user, #identifiable?, #init_current_user, #initialize_guest, #load_context_user, #logging_in, #resource, #resource_name, #restrict_access_for_non_employees, #scrubbed_request_path, #user_object, #warn_on_session_guest_id_leak

Methods included from ApplicationHelper

#better_number_to_currency, #check_force_logout, #check_or_cross, #check_or_times, #error_messages, #general_disclaimer_on_product_installation_and_local_codes, #gridjs_from_html_table, #gridjs_table, #is_wy_ip, #line_break, #parent_layout, #pass_or_fail, #render_error_messages_list, #render_video_card, #resolved_auth_form_turbo_frame, #return_path_or, #safe_css_color, #set_return_path_if_present, #set_section_if_present, #tab_frame_id, #to_underscore, #track_page?, #turbo_section_wrapper, #turbo_tabs_request?, #url_on_same_domain_as_request, #widget_index_daily_focus_index_path, #working_hours?, #yes_or_no, #yes_or_no_highlighted, #yes_or_no_with_check_or_cross, #youtube_video

Methods included from UppyUploaderHelper

#file_uploader, #image_uploader, #large_file_uploader_s3, #lead_sketch_uploader, #rma_image_uploader, #rma_image_uploader_s3, #uppy_uploader, #video_uploader

Methods included from Www::ImagesHelper

#image_asset_tag, #image_asset_url

Methods included from Www::SeoHelper

#add_page_schema, #canada?, #company_social_links, #ensure_context_json, #json_ld_script_tag, #local_business_schema, #online_store_id, #online_store_schema, #page_main_entity, #page_main_entity_json, #render_auto_collection_page_schema, #render_collection_page_schema, #render_local_business_schema, #render_online_store_schema, #render_page_schemas, #render_page_video_schemas, #render_webpage_schema, #render_webpage_schema_with_collections, #usa?

Methods included from UrlsHelper

#catalog_breadcrumb_links, #catalog_link, #catalog_link_for_product_line, #catalog_link_for_sku, #cms_link, #delocalized_path, #path_to_sales_product_sku, #path_to_sales_product_sku_for_product_line, #path_to_sales_product_sku_for_product_line_slug, #product_line_from_catalog_link, #protocol_neutral_url, #sanitize_external_url, #valid_external_url?

Methods included from IconHelper

#account_nav_icon, #fa_icon, #star_rating_html

Instance Method Details

#create ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 84

def create
  @context_object = context_object
  @activity = Activity.new(params[:activity])
  @activity.party ||= @context_object
  @activity.activity_result_type_id = nil unless @activity.activity_result_type
  @activity.closed_by_id = @context_user.id if @activity.activity_result_type
  @new_activities = []
  if @activity.save
    @new_activities << @activity
    chained_activities = [@activity.chained_activity_result].flatten.compact
    @new_activities += chained_activities if chained_activities.present?
    @new_activity = Activity.new(party: @activity.party, resource: @activity.resource)
    if @activity.party
      @open_activity_counter = if @activity.party.respond_to? :open_activities_counter
                                 @activity.party.open_activities_counter
                               else
                                 @activity.party.activities.open_activities.size
                               end
    end
    @updated_activities = @activity.updated_activities || []
    respond_to do |format|
      format.turbo_stream
      format.html { redirect_to activity_path(@activity) }
    end
  else
    # Preserve context_object when validation fails
    @context_object ||= @activity.resource || @activity.party
    flash.now[:error] = @activity.errors_to_s.presence || 'Could not create activity.'
    respond_to do |format|
      format.turbo_stream { render :create, status: :unprocessable_entity }
      format.html { render :new, status: :unprocessable_entity }
    end
  end
end

#destroy ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 161

def destroy
  @activity = Activity.find(params[:id])

  respond_to do |format|
    parent = @activity.resource || @activity.party
    if @activity.destroy
      format.turbo_stream
      format.html { redirect_to_return_path_or_default polymorphic_url(parent) }
    end
  end
end

#do_prioritization ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 216

def do_prioritization
  if job_id = BackgroundJobStatus.search(worker_klass: 'ActivityPrioritizationWorker', limit: 1).first&.jid
    redirect_to job_path(job_id, notice: 'Job already running')
  else
    raw_date = params.dig(:payload, :allocation_start).to_s
    dt = Time.zone.try(:parse, raw_date) || Date.current
    dt = nil if dt && (dt < Date.current)
    if dt
      job_id = ActivityPrioritizationWorker.perform_async(allocation_start: dt, redirect_to: activities_url, current_user_id: current_user.id)
      redirect_to job_path(job_id)
    else
      flash.now[:error] = 'Invalid Date Provided'
      render :prioritize, status: :unprocessable_entity
    end
  end
end

#edit ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 70

def edit
  @activity = Activity.find(params[:id])
  respond_to do |format|
    format.turbo_stream
    format.html { redirect_to polymorphic_path(@activity.party, selected_activity: @activity.id) }
    format.json do
      render json: {
        activityId: @activity.id,
        html: raw_activity_form(@activity)
      }
    end
  end
end

#index ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 8

def index
  @context_object = context_object
  if @context_object
    @activities = (@context_object.try(:all_activities) || @context_object.activities).natural_order
    @activity_types_for_filter = [['Notes', 0]] + ActivityType.all.order(:task_type).pluck(:task_type, :id)
    if @selected_activity_id = params.delete(:selected_activity).presence
      @selected_activity_id = @selected_activity_id.to_i
      params[:q] = {} # Ensures a selected activity always come up
    elsif params[:q].blank?
      # Default is to exclude drips
      params[:q] = { not_tagged_with: ['Drip'] }
    end
    @q = @activities.ransack(params[:q])
    if @selected_activity_id
      offset = Activity.position_of_activity(@selected_activity_id, @q.result)
      page = (offset.to_f / Pagy.options[:items]).ceil if offset
    end
    page ||= params[:page] || 1

    @pagy, @activities = pagy(:countish, @q.result.preloaded.with_activity_uploads_count, page: page)
  else
    @pagy, @activities = pagy(Activity.none, page: 1)
  end
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#new ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 48

def new
  @context_object = context_object
  unless @context_object
    flash[:error] = "The record you're trying to add an activity to no longer exists."
    respond_to do |format|
      format.json { render json: { redirect_to: crm_home_path }, status: :not_found }
      format.html { redirect_to crm_home_path }
    end
    return
  end
  @activity = @context_object.build_activity if @context_object.respond_to?(:build_activity)
  @activity ||= @context_object.activities.build
  respond_to do |format|
    format.json do
      render json: {
        activityId: nil,
        html: raw_activity_form(@activity)
      }
    end
  end
end

#prioritize ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 210

def prioritize
  return unless job_id = BackgroundJobStatus.search(worker_klass: 'ActivityPrioritizationWorker', limit: 1).first&.try(:[], :job_id)

  redirect_to job_path(job_id, notice: 'Job already running')
end

#raw_activity_form(activity = @activity) ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 291

def raw_activity_form(activity = @activity)
  if activity.complete? && activity.communication
    render_to_string('/activities/_communication_preview', formats: [:html], layout: false, locals: { activity: activity })
  elsif activity.communication
    render_to_string('/activities/_communication_preview', formats: [:html], layout: false, locals: { activity: activity }) +
      render_to_string('/activities/_activity_form', formats: [:html], layout: false, locals: { activity: activity })
  else
    render_to_string('/activities/_activity_form', formats: [:html], layout: false, locals: { activity: activity })
  end
end

#resources ⇒ Object

Pulls a list of resources for activities form



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# File 'app/controllers/activities_controller.rb', line 303

def resources
  @activity = Activity.find(params[:activity_id]) if params[:activity_id]
  @party = @activity&.party
  @context ||= params[:context_type].constantize.find(params[:context_id]) if params[:context_type] && params[:context_id]
  if @context === Party
    @party = @context
  elsif @context.respond_to?(:customer)
    @party = @context.customer
  end
  if @party.respond_to?(:resources_for_select)
    results = @party.resources_for_select(filter: @activity&.activity_type&.resource_restriction,
                                          page: params[:page],
                                          query: params[:q])
  end
  results ||= {}
  render json: results
end

#show ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 37

def show
  @activity = Activity.find(params[:id])
  return_path = begin
    polymorphic_path(@activity.resource, tab: 'activities', selected_activity: @activity.id)
  rescue StandardError
    nil
  end
  return_path ||= polymorphic_path(@activity.party, tab: 'activities', selected_activity: @activity.id)
  redirect_to_return_path_or_default return_path
end

#update ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 119

def update
  @activity = Activity.find(params[:id])
  @new_activities = []
  @updated_activities = []
  @chained_activity_errors = []

  if @activity.update(params[:activity])
    # Capture chained activities BEFORE reloading (attr_accessor is lost on reload)
    chained_activities = [@activity.chained_activity_result].flatten.compact
    updated_activities_from_chain = @activity.updated_activities || []

    # Reload with associations to ensure all data is fresh, including uploads_count
    @activity = Activity.includes(:activity_result_type, :activity_type, :assigned_resource, :closed_by)
                        .with_activity_uploads_count
                        .find(@activity.id)
    @new_activities += chained_activities if chained_activities.present?
    @updated_activities = updated_activities_from_chain.uniq.compact

    # Check for validation errors in chained activities
    if chained_activities.present?
      chained_activities.each do |chained_activity|
        next unless chained_activity.errors.any?

        @chained_activity_errors << {
          activity_type: chained_activity.activity_type&.name,
          assigned_resource: chained_activity.assigned_resource&.full_name,
          errors: chained_activity.errors.full_messages
        }
      end
    end

    @open_activity_counter = @activity.party.try(:open_activities_counter) || @activity.party.activities.open_activities.size if @activity.party
  else
    # Preserve context_object when validation fails
    @context_object = @activity.resource || @activity.party
  end
  respond_to do |format|
    format.turbo_stream
    format.html { redirect_back_or_to(root_path) }
  end
end

#update_defaults ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 257

def update_defaults
  @activity = Activity.new(params[:activity])
  assigned_resource_id = begin
    @activity.activity_type.determine_assigned_resource_id(@activity.party, @context_user.try(:id))
  rescue StandardError
    nil
  end
  @activity.assigned_resource_id = assigned_resource_id

  activity_result_types = []
  if @activity.activity_type
    activity_result_types = @activity.activity_type.activity_result_types.map { |r| ["#{r.result_code} - #{r.description}", r.id] }
  elsif params[:activity] && params[:activity][:activity_type_id] && (params[:activity][:activity_type_id].class == Array)
    # these come from the activity search, so add in the additional 'Any' and 'Open' options
    activity_result_types = [%w[Open Open], %w[Any Any]] + ActivityResultType.joins(:activity_chain_types).where(activity_chain_types: { activity_type_id: params[:activity][:activity_type_id] }).map do |r|
      ["#{r.result_code} - #{r.description}", r.id]
    end
  end

  respond_to do |format|
    format.json do
      render json: {
        assigned_resource_id: assigned_resource_id,
        activity_result_types: activity_result_types,
        combo_resources_collection: @activity.default_resource_for_select,
        resource_requirement: @activity.activity_type.try(:resource_requirement),
        activity_resource_gid: @activity.resource_gid,
        party_collection: @activity.contact_options_for_select,
        party_id: @activity.party_id
      }
    end
  end
end

#update_fast_contact_links ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 243

def update_fast_contact_links
  party_id = params.dig(:activity, :party_id).presence
  @party = Party.find(party_id) if party_id
  @customer = Customer.find(params[:customer_id]) if params[:customer_id].present?
  @customer ||= @party.try(:customer)
  @party ||= @customer
  @activity = params[:activity_id].nil? ? Activity.new : Activity.find(params[:activity_id])
  @activity.party = @party
  @activity.parties = @parties = [@party, @customer].compact.uniq
  respond_to do |format|
    format.turbo_stream
  end
end

#update_rep_calendar ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 233

def update_rep_calendar
  if rep_id = params.dig(:activity, :assigned_resource_id).presence
    @rep = Employee.find(rep_id)
  end
  @activity = params[:activity_id].nil? ? Activity.new : Activity.find(params[:activity_id])
  respond_to do |format|
    format.turbo_stream
  end
end

#workload ⇒ Object 



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# File 'app/controllers/activities_controller.rb', line 173

def workload
  @date = Date.strptime(params[:date], '%Y-%m-%d') if params[:date].present?
  @date ||= Date.current
  @start_date = @date.beginning_of_month
  @end_date = @date.end_of_month
  activities = Activity.open_activities
                       .where(Activity[:target_datetime].lteq(@end_date.end_of_day))
                       .where(Activity[:target_datetime].gteq(@start_date.beginning_of_day))
                       .joins(:activity_type)

  if params[:employee_id].present? && @context_user.selected_watch_list_employee_ids && !@context_user.selected_watch_list_employee_ids.include?(params[:employee_id].to_i)
    new_eid = params[:employee_id].to_i
    employee_ids = @context_user.selected_watch_list_employee_ids | [new_eid]
    flash[:info] = "Adding employee id #{new_eid} to your watch list"
    @context_user.update(selected_watch_list_employee_ids: employee_ids)
  end

  activities = activities.where(assigned_resource_id: @context_user.effective_watch_list_ids)

  # Adjust our range to the first day with activities
  @start_date = [activities.minimum(:target_datetime).try(:to_date), @start_date].compact.max
  @date_range = (@start_date..@end_date).to_a

  # activities = activities.group(['assigned_resource_id',"(target_datetime - interval '#{Time.zone.utc_offset.abs} seconds')::Date"]).count(:id)
  activities = activities.group(['assigned_resource_id', 'target_datetime::date']).count(:id)
  @activities = {}
  activities.each do |k, v|
    rep_id = k[0]
    date = k[1]
    @activities[rep_id] ||= {}
    @activities[rep_id][date] ||= 0
    @activities[rep_id][date] += v
  end

  @employees = Employee.where(id: @activities.keys).order(:full_name)
end