Class: Crm::AssistantBrainController

Inherits:

CrmController

Object
ActionController::Base
ApplicationController
CrmController
Crm::AssistantBrainController

show all

Defined in:: app/controllers/crm/assistant_brain_controller.rb

Overview

CRM controller for managing Sunny brain entries.

Brain entries are persistent rules and facts injected into Sunny's system prompt.
Two scopes exist:

global: apply to all users — managed by sunny_administrators only
user: personal preferences for one user — any user can manage their own

Actions:
GET /assistant_brain — list global entries + current user's personal entries
POST /assistant_brain — create a new entry (scope determines who can manage)
PATCH /assistant_brain/:id — update title, rule, category, status, applies_to_services
DELETE /assistant_brain/:id — destroy (global: sunny_admin only; personal: owner only)
PATCH /assistant_brain/:id/approve — approve a pending auto_learned entry (sunny_admin)
PATCH /assistant_brain/:id/reject — reject a pending entry (sunny_admin)

Constant Summary

Constants included from Www::SeoHelper

Constants included from IconHelper

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

Instance Method Summary collapse

#approve ⇒ Object
PATCH /assistant_brain/:id/approve.
#create ⇒ Object
POST /assistant_brain.
#destroy ⇒ Object
DELETE /assistant_brain/:id.
#index ⇒ Object
GET /assistant_brain.
#reject ⇒ Object
PATCH /assistant_brain/:id/reject.
#update ⇒ Object
PATCH /assistant_brain/:id.

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

#approve ⇒ `Object`

PATCH /assistant_brain/:id/approve

# File 'app/controllers/crm/assistant_brain_controller.rb', line 122

def approve
  return redirect_to assistant_brain_index_path, alert: "Entry is not pending approval." unless @entry.pending?

  @entry.approve!(current_user)

  respond_to do |format|
    format.turbo_stream do
      render turbo_stream: [
        turbo_stream.remove("pending-entry-#{@entry.id}"),
        turbo_stream.prepend("active-entries-#{@entry.category}", partial: 'entry', locals: { entry: @entry, sunny_admin: sunny_admin? })
      ]
    end
    format.html { redirect_to assistant_brain_index_path, notice: "\"#{@entry.title}\" approved and now active." }
  end
end

#create ⇒ `Object`

POST /assistant_brain

# File 'app/controllers/crm/assistant_brain_controller.rb', line 41

def create
  @entry = AssistantBrainEntry.new(entry_params)
  @entry.source       = 'manual'
  @entry.suggested_by = current_user

  personal = @entry.scope == 'user'

  if personal
    @entry.user_id = current_user.id
    @entry.status  = 'active'
  else
    return redirect_to assistant_brain_index_path, alert: 'Only sunny administrators can create global rules.' unless sunny_admin?

    @entry.status = 'active'
  end

  if @entry.save
    redirect_to assistant_brain_index_path,
                notice: "#{personal ? 'Personal' : 'Global'} brain rule \"#{@entry.title}\" added."
  else
    load_index_data
    @new_entry    = @entry.scope == 'global' ? @entry : AssistantBrainEntry.new(scope: 'global')
    @new_personal = @entry.scope == 'user'   ? @entry : AssistantBrainEntry.new(scope: 'user')
    flash.now[:alert] = "Could not create brain rule: #{@entry.errors.full_messages.to_sentence}"
    render :index, status: :unprocessable_entity
  end
end

#destroy ⇒ `Object`

DELETE /assistant_brain/:id

# File 'app/controllers/crm/assistant_brain_controller.rb', line 109

def destroy
  title = @entry.title
  @entry.destroy!

  respond_to do |format|
    format.turbo_stream do
      render turbo_stream: turbo_stream.remove("brain-entry-#{@entry.id}")
    end
    format.html { redirect_to assistant_brain_index_path, notice: "Brain rule \"#{title}\" deleted." }
  end
end

#index ⇒ `Object`

GET /assistant_brain

# File 'app/controllers/crm/assistant_brain_controller.rb', line 24

def index
  # Global entries — everyone with access sees these
  @global_active   = AssistantBrainEntry.active.global_scope.by_category.to_a
  @pending_entries = AssistantBrainEntry.pending.order(created_at: :desc).to_a if sunny_admin?
  @inactive_entries = AssistantBrainEntry.inactive.global_scope.by_category.to_a if sunny_admin?
  @grouped_global  = @global_active.group_by(&:category)

  # Personal entries for the current user
  @personal_entries = AssistantBrainEntry.active.for_user(current_user.id).by_category.to_a

  @categories       = AssistantBrainEntry::CATEGORIES
  @all_services     = Assistant::ChatToolBuilder.chat_services.keys
  @new_entry        = AssistantBrainEntry.new(scope: 'global')
  @new_personal     = AssistantBrainEntry.new(scope: 'user')
end

#reject ⇒ `Object`

PATCH /assistant_brain/:id/reject

# File 'app/controllers/crm/assistant_brain_controller.rb', line 139

def reject
  return redirect_to assistant_brain_index_path, alert: "Entry is not pending approval." unless @entry.pending?

  @entry.reject!

  respond_to do |format|
    format.turbo_stream { render turbo_stream: turbo_stream.remove("pending-entry-#{@entry.id}") }
    format.html { redirect_to assistant_brain_index_path, notice: "Brain rule rejected." }
  end
end

#update ⇒ `Object`

PATCH /assistant_brain/:id

# File 'app/controllers/crm/assistant_brain_controller.rb', line 70

def update
  update_attrs = entry_params

  # Coerce applies_to_services from checkboxes: may arrive as hash of "1"/"0" or array
  if update_attrs[:applies_to_services].is_a?(Hash)
    update_attrs = update_attrs.merge(
      applies_to_services: update_attrs[:applies_to_services].select { |_, v| v == '1' }.keys
    )
  end

  if @entry.update(update_attrs)
    respond_to do |format|
      format.turbo_stream do
        render turbo_stream: turbo_stream.replace(
          "brain-entry-#{@entry.id}",
          partial: 'entry',
          locals:  { entry: @entry, sunny_admin: sunny_admin? }
        )
      end
      format.html { redirect_to assistant_brain_index_path, notice: "Brain rule updated." }
    end
  else
    respond_to do |format|
      format.turbo_stream do
        render turbo_stream: turbo_stream.replace(
          "brain-entry-#{@entry.id}",
          partial: 'entry',
          locals:  { entry: @entry, sunny_admin: sunny_admin? }
        )
      end
      format.html do
        redirect_to assistant_brain_index_path,
                    alert: "Could not update: #{@entry.errors.full_messages.to_sentence}"
      end
    end
  end
end