Class: Crm::PartyLookupController

Inherits:
CrmController show all
Defined in:
app/controllers/crm/party_lookup_controller.rb

Constant Summary

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 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

#lookup_contact ⇒ Object 



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# File 'app/controllers/crm/party_lookup_controller.rb', line 21

def lookup_contact
  cid = params[:customer_id].presence
  page = params[:page].presence&.to_i || 1
  per_page = params[:per_page].presence&.to_i || 10
  q = params[:q].presence
  include_inactive = params[:include_inactive].to_b
  invoice_id = params[:invoice_id].presence

  unless cid
    render json: { results: [], pagination: { more: false } }
    return
  end

  scope = contact_lookup_results_relation(cid, q, include_inactive)
  pagy, contacts_page = pagy(:countless, scope, page: page, limit: per_page)

  contact_rows = contacts_page.map do |c|
    { id: c.full_name, text: TomSelect.normalize_text(c.full_name) }
  end

  if page == 1
    extras = invoice_shipping_contact_names_for_lookup(cid, invoice_id, q)
    extra_rows = extras.map { |name| { id: name, text: TomSelect.normalize_text(name) } }
    contact_rows = merge_tom_select_contact_rows(extra_rows, contact_rows)
  end

  render json: { results: contact_rows, pagination: { more: !pagy.next.nil? } }
end

#lookup_customer ⇒ Object 



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# File 'app/controllers/crm/party_lookup_controller.rb', line 4

def lookup_customer
  q = params[:q]
  customer_id = params[:customer_id].presence || scan_customer_id
  company_id = params[:company_id].presence
  page = params[:page] || 1
  per_page = params[:per_page] || 10
  @results = Customer.all # starting scope
  @results = @results.joins(:catalog).where(catalogs: { company_id: company_id }) if company_id
  @results = if customer_id
               @results.where(id: customer_id)
             else
               @results.lookup(q)
             end

  render json: TomSelect.format_json_results(self, @results, page, per_page)
end

#lookup_party ⇒ Object 



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# File 'app/controllers/crm/party_lookup_controller.rb', line 50

def lookup_party
  q = params[:q]
  party_id = params[:party_id].presence
  categories = params[:categories].presence
  if party_id
    query = { id: party_id }
    query[:type] = categories if categories.present?
    party = Party.find_by(query)
    if party
      render json: { results: { id: party_id, text: party.to_s } }
    else
      render json: { results: { id: nil, text: nil } }
    end
  else
    page = params[:page] || 1
    per_page = params[:per_page] || 10
    @results = if customer_id = scan_customer_id
                 Customer.where(id: customer_id)
               else
                 Party.lookup(q)
               end
    render json: TomSelect.format_json_results(self, @results, page, per_page)
  end
end

#lookup_party_by_category ⇒ Object 



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# File 'app/controllers/crm/party_lookup_controller.rb', line 75

def lookup_party_by_category
  page = params[:page] || 1
  per_page = params[:per_page] || 10
  @results = case params[:search_for]&.downcase
             when 'customer'
               Customer.all.order(:full_name)
             when 'supplier'
               Supplier.all.order(:full_name)
             when 'contact'
               Contact.all.order(:full_name)
             when 'employee'
               Employee.all.order(:full_name)
             else # 'party' or blank - search all customers and contacts
               Party.customer_or_contact
             end
  q = params[:q].presence
  query_type = params[:query_type].presence
  unless params[:include_inactive].to_b
    # explicity pass state IS NULL otherwise parties with state NULL will not be returned
    @results = @results.where.not(inactive: true).where("parties.state IS NULL or parties.state NOT IN ('guest','inactive','closed','bankrupt')")
  end
  if q
    @results = case query_type
               when 'id'
                 if customer_id = scan_customer_id(q)
                   @results.where(id: customer_id)
                 else
                   @results.where(id: q)
                 end
               when 'email'
                 @results.email_search(q)
               when 'phone'
                 @results.phone_search(q)
               when 'address'
                 @results.address_search(q)
               else # Name lookup; also match customer reference numbers (CN123) used in CRM
                 cn_id = scan_customer_id(q)
                 if cn_id
                   by_cn = @results.where(id: cn_id)
                   by_cn.exists? ? by_cn : @results.lookup(q)
                 else
                   @results.lookup(q)
                 end
               end
  end

  render json: TomSelect.format_json_results(self, @results, page, per_page)
end