Module: Crm::SettingsHelper

Defined in:
app/helpers/crm/settings_helper.rb

Constant Summary collapse

SCOPE_DISPLAY_NAMES =

Display names for scopes

{
  'transcription' => 'Transcription',
  'video_processing' => 'Video Processing',
  'call_transcription' => 'Call Transcription',
  'phone_system' => 'Phone System Integration',
  'ai_vision' => 'AI / Vision',
  'general' => 'General'
}.freeze
SCOPE_ICONS =

Icons for scopes

{
  'transcription' => 'microphone',
  'video_processing' => 'video',
  'call_transcription' => 'phone',
  'phone_system' => 'phone-office',
  'ai_vision' => 'brain',
  'general' => 'cog'
}.freeze
SETTING_ICONS =

Icons for specific settings

{
  /keyterms/ => 'key',
  /spelling/ => 'spell-check',
  /seo/ => 'search',
  /transcription/ => 'microphone',
  /ai_vision_model/ => 'robot',
  /ai_vision_prompt/ => 'comment-dots',
  /ai_vision/ => 'eye',
  /switchvox/ => 'phone-office',
  /twilio/ => 'cloud',
  /call_recording/ => 'voicemail'
}.freeze

Instance Method Summary collapse

Instance Method Details

#extract_scope(setting_key) ⇒ Object

Get the scope for a setting using the gem's native scope feature



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# File 'app/helpers/crm/settings_helper.rb', line 5

def extract_scope(setting_key)
  field = Setting.get_field(setting_key)
  return 'general' unless field

  # The gem returns scope as a symbol, convert to string for consistency
  field[:scope]&.to_s || 'general'
end

#scope_display_name(scope) ⇒ Object 



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# File 'app/helpers/crm/settings_helper.rb', line 47

def scope_display_name(scope)
  SCOPE_DISPLAY_NAMES[scope.to_s] || scope.to_s.humanize
end

#scope_icon(scope) ⇒ Object 



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# File 'app/helpers/crm/settings_helper.rb', line 51

def scope_icon(scope)
  SCOPE_ICONS[scope.to_s] || 'cog'
end

#setting_description(setting_key) ⇒ Object 



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# File 'app/helpers/crm/settings_helper.rb', line 62

def setting_description(setting_key)
  case setting_key
  when 'transcription_spelling_corrections'
    'Shared spelling corrections for both video and call transcriptions. Format: "incorrect: correct".'
  when 'video_processing_transcription_keyterms_prompt'
    'Default keyterms used for AssemblyAI transcriptions to improve accuracy with domain-specific terminology.'
  when 'video_processing_transcription_spelling_corrections'
    'Legacy. Use transcription_spelling_corrections instead.'
  when 'video_processing_seo_prompt'
    'AI prompt instructions used to generate SEO metadata (meta title, description, sub header, expanded description) from video transcripts.'
  when 'video_processing_paragraph_system_prompt'
    'System prompt for generating natural paragraphs from video transcripts via AssemblyAI LLM Gateway.'
  when 'video_processing_paragraph_user_prompt'
    'User prompt template for paragraph generation. Use {{transcript}} as placeholder for the transcript text.'
  when 'video_processing_paragraph_model'
    "Deprecated — model is now controlled by LlmDefaults::DEFAULT_SONNET_MODEL in code. This setting is no longer read."
  when 'video_processing_paragraph_max_tokens'
    'Maximum tokens for paragraph generation response.'
  when 'video_processing_paragraph_temperature'
    'Temperature for paragraph generation (0.0-1.0). Lower = more deterministic.'
  when 'video_processing_polish_system_prompt'
    'System prompt for LeMUR caption polishing. Sets context for fixing terminology and grammar.'
  when 'video_processing_polish_user_prompt'
    'User prompt template for caption polishing. Use {{captions}} as placeholder.'
  when 'video_processing_translate_system_prompt'
    'System prompt for LeMUR translation. Sets context for translating video captions.'
  when 'video_processing_translate_user_prompt'
    'User prompt template for translation. Use {{language}}, {{variant}}, {{captions}} as placeholders.'
  when 'video_processing_llm_model'
    "Deprecated — model is now controlled by LlmDefaults::DEFAULT_SONNET_MODEL in code. This setting is no longer read."
  when 'video_processing_llm_max_tokens'
    'Maximum tokens for polishing/translation responses.'
  when 'video_processing_llm_temperature'
    'Temperature for polishing/translation (0.0-1.0). Lower = more deterministic.'
  when 'call_transcription_lemur_system_prompt'
    'System prompt for LeMUR call analysis. Sets the context for the AI analyzing call transcripts.'
  when 'call_transcription_lemur_analysis_prompt'
    'User prompt template for LeMUR analysis. Use {{agent_name}}, {{caller_name}}, {{call_context}}, {{transcript}} as placeholders.'
  when 'call_transcription_lemur_model'
    "Deprecated — model is now controlled by LlmDefaults::DEFAULT_SONNET_MODEL in code. This setting is no longer read."
  when 'call_transcription_lemur_max_tokens'
    'Maximum tokens for LeMUR response.'
  when 'call_transcription_lemur_temperature'
    'Temperature for LeMUR (0.0-1.0). Lower = more deterministic.'
  when 'call_transcription_speech_model'
    'Speech model for transcription. Options: universal-3-pro (recommended, multilingual), universal-2 (legacy).'
  when 'call_transcription_keyterms'
    'Additional key terms for better recognition (beyond spelling corrections).'
  when 'ai_vision_model'
    'Vision AI model for image analysis. Options: gpt-4o, gemini-2.0-flash, gemini-1.5-pro, claude-3-5-sonnet-20241022'
  when 'ai_vision_max_tokens'
    'Maximum tokens for vision AI response length.'
  when 'ai_vision_prompt'
    'System prompt for vision AI image analysis. Controls how images are described and what details to focus on.'
  when 'call_recording_twilio_enabled'
    'Enable/disable Twilio SIP trunk recording import. Runs alongside Switchvox importer.'
  when 'call_recording_twilio_trunk_id'
    'Optional filter to specific Twilio SIP trunk ID. Leave blank to import from all trunks.'
  when 'switchvox_webhook_ips'
    'Allowed IP addresses/CIDRs for Switchvox webhooks. Supports CIDR notation (e.g., 10.0.0.0/8). Empty = no IP restriction.'
  else
    'General application setting.'
  end
end

#setting_icon(setting_key) ⇒ Object 



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# File 'app/helpers/crm/settings_helper.rb', line 55

def setting_icon(setting_key)
  SETTING_ICONS.each do |pattern, icon|
    return icon if setting_key.to_s =~ pattern
  end
  'cog'
end

#setting_value_summary(setting_key, value) ⇒ Object 



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# File 'app/helpers/crm/settings_helper.rb', line 127

def setting_value_summary(setting_key, value)
  case setting_key
  when 'video_processing_transcription_keyterms_prompt', 'call_transcription_keyterms'
    value.is_a?(Array) ? "#{value.length} terms defined" : 'No terms defined'
  when 'video_processing_transcription_spelling_corrections', 'transcription_spelling_corrections'
    value.is_a?(Hash) ? "#{value.length} corrections defined" : 'No corrections defined'
  when 'video_processing_seo_prompt', 'ai_vision_prompt',
       'call_transcription_lemur_system_prompt', 'call_transcription_lemur_analysis_prompt',
       'video_processing_paragraph_system_prompt', 'video_processing_paragraph_user_prompt',
       'video_processing_polish_system_prompt', 'video_processing_polish_user_prompt',
       'video_processing_translate_system_prompt', 'video_processing_translate_user_prompt'
    value.present? ? "#{value.length} characters" : 'Using default prompt'
  when 'ai_vision_model', 'call_transcription_lemur_model', 'video_processing_paragraph_model',
       'video_processing_llm_model', 'call_transcription_speech_model'
    value.presence || 'Using default'
  when 'ai_vision_max_tokens', 'call_transcription_lemur_max_tokens', 'video_processing_paragraph_max_tokens',
       'video_processing_llm_max_tokens'
    value.presence || 'Using default'
  when 'call_transcription_lemur_temperature', 'video_processing_paragraph_temperature',
       'video_processing_llm_temperature'
    value.presence || '0.3 (default)'
  when 'call_recording_twilio_enabled'
    value == true ? 'Enabled' : 'Disabled'
  when 'call_recording_twilio_trunk_id'
    value.present? ? value.to_s.truncate(20) : 'All trunks'
  when 'switchvox_webhook_ips'
    value.is_a?(Array) && value.any? ? "#{value.length} IPs configured" : 'No restriction (token auth only)'
  else
    value.present? ? 'Set' : 'Not set'
  end
end