Module: CustomersHelper

Defined in:
app/helpers/customers_helper.rb

Instance Method Summary collapse

Instance Method Details

#account_manager_display(label, employee) ⇒ Object

Renders an account manager row with avatar for panels (larger display)

Parameters:

  • label (String) —

    The role label (Primary, Secondary, etc.)

  • employee (Employee) —

    The employee to display



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# File 'app/helpers/customers_helper.rb', line 228

def (label, employee)
  return nil unless employee

  avatar = employee_profile_avatar(employee, size: 32)
  employee_info = content_tag(:span, class: 'd-inline-flex align-items-center gap-2') do
    safe_join([avatar, link_to(employee.full_name, employee_path(employee))])
  end
  attr_display(label, employee_info)
end

#account_manager_options(c) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 81

def (c)
  options = []
  options << link_to('Account Managers', edit_customer_path(c, anchor: 'account_team'))
  options << link_to('Drop Events', drop_events_customer_path(c))
  raw options.join(' | ')
end

#catalog_options_for_select(customer) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 13

def catalog_options_for_select(customer)
  catalogs = Catalog.active
  catalogs = catalogs.where(name: %w[WarmlyYours-CA WarmlyYours-US]) unless user_has_role?('edi_admin')
  catalogs.map { |c| ["#{c.name} #{' (current)' if c.id == customer.catalog_id}", c.id] }
end

#contact_point_display_with_highlight(cp, contact_point_details_to_highlight = []) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 345

def contact_point_display_with_highlight(cp, contact_point_details_to_highlight = [])
  display_icon = contact_point_category_icon(cp[0])
  display = cp[1]
  display = content_tag(:mark, display) if contact_point_details_to_highlight.include?(cp[1])
  display_icon + '&nbsp;'.html_safe + display
end

#customer_accounting_command_options(customer) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 186

def customer_accounting_command_options(customer)
  [].tap do |opts|
    opts << link_to('Bankrupt', event_customer_path(customer, event: 'enter_bankrupcy')) if can? :bankrupt, customer
    opts << link_to('Exit Bankrupcy', event_customer_path(customer, event: 'exit_bankrupcy')) if can? :exit_bankrupcy, customer
    if can? :destroy, customer
      opts << link_to('Edit Catalog', edit_catalog_customer_path(customer))
      opts << link_to('Delete', customer_path(customer), class: 'btn btn-outline-primary', data: { turbo_confirm: 'Are you sure?', turbo_method: :delete })
    end
  end
end

#customer_address_panel(customer, type) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 309

def customer_address_panel(customer, type)
  case type
  when :billing_address
    address = customer.billing_address
    panel_title = "Billing Address #{fa_icon('sitemap') if address.try(:party).try(:use_parent_billing_address)}"
  when :shipping_address
    address = customer.shipping_address
    panel_title = 'Shipping Address'
  else
    address = customer.mailing_address
    panel_title ' Mailing Address'
  end

  panel_title += " (has #{customer.addresses.count} addresses)"

  panel(panel_title, true, mode: :dropdown) do |section|
    case section
    when :dropdown
      opts = []
      opts << content_tag(:li, link_to('Edit', customer_addresses_path(customer), class: 'dropdown-item'))
      opts << content_tag(:li, link_to('Shipping Preferences', edit_shipping_preferences_customer_path(customer), class: 'dropdown-item')) if type == :shipping_address
      opts.join.html_safe
    else
      render partial: '/address', locals: { address: address } if address
    end
  end
end

#customer_command_options(customer = @customer) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 163

def customer_command_options(customer = @customer)
  [].tap do |opts|
    opts << link_to('Name and Preferences', edit_customer_path(customer))
    # opts << link_to('Profile', edit_profile_customer_path(customer))
    unless customer.guest?
      opts << link_to('Pricing', edit_pricing_customer_path(customer)) if can? :edit_pricing, customer
      opts << link_to('Account Team', (customer))
      opts << link_to('Parent Organization', edit_structure_customer_path(customer)) if customer.is_organization?
      opts << link_to('Shipping Preferences', edit_shipping_preferences_customer_path(customer))
      opts << link_to("Online Account #{customer. ? '✓' : '∅'}", (customer))
    end
    opts << link_to('Change Catalog', edit_catalog_customer_path(customer))

    opts << customer_delete_link(customer)
  end.compact
end

#customer_delete_link(customer = @customer, options = {}) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 180

def customer_delete_link(customer = @customer, options = {})
  return unless customer.ok_to_delete? && can?(:destroy, customer)

  link_to(fa_icon('trash', text: 'Delete'), customer_path(customer), data: { turbo_confirm: 'Are you sure?', turbo_method: :delete }, **options)
end

#customer_flag_image(c) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 39

def customer_flag_image(c)
  return unless c.catalog_country_iso3

  flag_image(c.catalog_country_iso3.downcase)
end

#customer_multiple_visits_link(customer, most_recent) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 142

def customer_multiple_visits_link(customer, most_recent)
  display_text = String.new(pluralize(customer.all_related_visits.size, 'visit'))
  display_text << " (Last was #{time_ago_in_words(most_recent.started_at)} ago)"
  link_to(fa_icon('magnifying-glass-plus', text: display_text), customer_visits_path(customer))
end

#customer_quick_info(customer = @customer) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 197

def customer_quick_info(customer = @customer)
  info = []
  return info unless customer.present?

  info << clipboard_copy("CN#{customer.id}", mode: :text, url: customer_url(customer), button_class: 'clipboard-btn px-2 nav-link')
  info << employee_badge(customer.primary_sales_rep, title: 'Primary Sales Rep') if customer.primary_sales_rep
  info << fa_icon('head-side', text: [customer.profile&.name, customer.buying_group&.name].compact.join(' - '), title: 'Profile & Buying Group')
  info << fa_icon('user-helmet-safety', text: 'Certified Installer', title: 'Certified Installer') if customer.is_certified_installer?
  info << fa_icon('book', text: customer.catalog.name, title: 'Catalog') unless customer.catalog_id.in?([1, 2])
  info << fa_icon('hand-holding-dollar', text: customer.pricing_program_description, title: 'Pricing Program')
  info << fa_icon('bow-arrow', text: customer.source.name, title: "Source: #{customer.source.full_name}")
  info
end

#customer_rating_symbol(rating) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 19

def customer_rating_symbol(rating)
  return unless rating.present?

  content_tag(:span, rating, class: 'badge bg-secondary', data: { rating: rating })
end

#customer_sales_reps(customer) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 417

def customer_sales_reps(customer)
  reps = []
  reps << fa_icon('user-headset', text: customer.primary_sales_rep_name) if customer.primary_sales_rep_name
  reps << fa_icon('user-headset', text: customer.secondary_sales_rep_name) if customer.secondary_sales_rep_name
  safe_join(reps, '<br>'.html_safe)
end

#customer_single_visit_link(most_recent) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 148

def customer_single_visit_link(most_recent)
  display_text = "#{time_ago_in_words(most_recent.started_at)} ago"
  link_to(fa_icon('magnifying-glass-plus', text: display_text), visit_path(most_recent))
end

#customer_state_with_drop_reason(customer) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 372

def customer_state_with_drop_reason(customer)
  s = customer.human_state_name
  if customer.closed?
    reasons = customer.customer_drop_events.distinct.pluck(:reason_code)
    s << " (#{reasons.join(', ')})" if reasons.present?
  end
  s
end

#customer_tab_options ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 263

def customer_tab_options
  hsh = {}
  hsh[:activities] = { counter: @customer.open_activities_counter, remote_href: customer_activities_path(@customer, selected_activity: params[:selected_activity]) }
  hsh[:main_profile] = { remote_href: show_main_profile_tab_customer_path(@customer) }
  hsh[:addresses] = { remote_href: show_addresses_tab_customer_path(@customer), counter: @customer.addresses.size }
  hsh[:marketing] = { remote_href: show_marketing_tab_customer_path(@customer) }
  hsh[:contacts] = {
    counter: @customer.contacts.active.size,
    remote_href: contacts_tab_customer_path(@customer)
  }
  hsh[:communications] = { remote_href: customer_communications_path(@customer) }
  hsh[:sms] = { remote_href: customer_sms_messages_path(@customer), counter: @customer.sms_messages.unread.size }
  hsh[:opportunities] = { counter: @customer.opportunities.open_opportunities.size,
                          remote_href: customer_opportunities_path(@customer) }
  hsh[:orders] = { counter: @customer.orders.non_credit.in_progress.size, remote_href: customer_orders_path(@customer) }
  hsh[:accounting] = { remote_href: show_accounting_tab_customer_path(@customer) }
  hsh[:attachments] = { counter: @customer.all_uploads.size, remote_href: customer_uploads_path(@customer) }
  hsh[:topics] = { remote_href: show_profiling_tab_customer_path(@customer) }
  hsh[:showcases] = { remote_href: show_showcases_tab_customer_path(@customer) }
  hsh[:training] = { remote_href: show_training_tab_customer_path(@customer) } if @customer.contacts.present?
  hsh[:certifications] = { remote_href: show_certifications_tab_customer_path(@customer) } if @customer.can_be_certified?
  hsh[:tickets] = { title: 'Tickets',
                    counter_html: tech_counter_badge(@customer.all_support_cases),
                    remote_href: show_tickets_tab_customer_path(@customer) }
  hsh[:rmas] = {
    counter: @customer.rmas.awaiting_return.count,
    remote_href: search_and_show_searches_path(
      type: 'RmaSearch',
      query_params: { customer_id_eq: @customer.id },
      selected_columns: %i[rma state description contact_name customer_reference returned_reasons original_po_number order invoice created_at],
      sort_columns: ['awaiting_return desc', 'rma desc'],
      links: { 'New RMA' => new_rma_path(customer_id: @customer.id, return_path: customer_path(@customer)) },
      target_id: 'rmas'
    )
  }
  hsh[:receipts] = { remote_href: show_receipts_tab_customer_path(@customer) }
  hsh[:promotions] = { remote_href: promotions_customer_path(@customer) }
  hsh[:lead_protections] = { counter: @customer.protected_leads.size, remote_href: show_lead_protections_tab_customer_path(@customer) } if @customer.protected_leads.present?
  hsh[:subsidiaries] = { counter: @customer.child_organizations.size, remote_href: show_subsidiaries_tab_customer_path(@customer) } if @customer.child_organizations.present?
  hsh[:reviews] = { remote_href: show_product_reviews_tab_customer_path(@customer) }
  hsh[:digital_assets] = { counter: @customer.digital_assets.size, remote_href: tab_digital_assets_customer_path(@customer) }
  hsh[:stats] = { remote_href: show_stats_tab_customer_path(@customer) } if @customer.customer_record && @customer.customer_record.profiling_data_last_calculated_at
  hsh[:duplicates] = { remote_href: duplicates_customer_path(@customer) }
  hsh
end

#customer_visits_link(customer) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 130

def customer_visits_link(customer)
  # TODO: this line takes 7-10 seconds on customer pages
  most_recent = customer.all_related_visits.order(:started_at).reverse_order.first
  return '-' unless most_recent

  if customer.all_related_visits.size > 1
    customer_multiple_visits_link(customer, most_recent)
  else
    customer_single_visit_link(most_recent)
  end
end

#customer_watch_symbol(c) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 35

def customer_watch_symbol(c)
  customer_watch_symbol_raw(c.watch, c.has_open_sales_activity?)
end

#customer_watch_symbol_raw(watch, open_sales_activity) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 25

def customer_watch_symbol_raw(watch, open_sales_activity)
  return unless %w[watch_auto watch_forced].include?(watch)

  if open_sales_activity
    fa_icon('heart', style: 'color: red')
  else
    fa_icon('heart', family: 'far')
  end
end

#dealer_locator_status(customer) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 352

def dealer_locator_status(customer)
  status = []
  if customer.locator_record.nil?
    status << 'None'
  elsif customer.locator_record.is_inactive?
    status << 'Inactive'
  else
    status << 'Active'
    status << if customer.locator_record.address
                "in #{customer.locator_record.address.zip}"
              else
                'No Address'
              end
    status << "and #{friendly_status(customer.locator_record.state)}"
  end
  status << '[W]' if customer.locator_white_listing
  status << '[B]' if customer.locator_black_listing
  status.join(' ')
end

#display_contact_banner(contact) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 158

def display_contact_banner(contact)
  contact ||= @contact
  render partial: '/shared/contact_banner', locals: { contact: contact }
end

#display_customer_banner(customer, inline: false) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 153

def display_customer_banner(customer, inline: false)
  customer ||= @customer
  render partial: '/shared/customer_banner', locals: { customer: customer, inline: inline }
end

#display_customer_update_alerts(order, inline: false) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 424

def display_customer_update_alerts(order, inline: false)
  render partial: '/shared/customer_alerts', locals: { order: order, inline: inline }
end

#employee_badge(employee, title: nil, size: 18) ⇒ Object

Renders an employee badge with avatar and name (inline, small)
Uses Party.profile_image for the avatar (consolidated from employee_record.profile_picture)

Parameters:

  • employee (Employee) —

    The employee to display

  • title (String) (defaults to: nil) —

    Tooltip title

  • size (Integer) (defaults to: 18) —

    Avatar size in pixels (default: 18)



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# File 'app/helpers/customers_helper.rb', line 216

def employee_badge(employee, title: nil, size: 18)
  return nil unless employee

  avatar = employee_profile_avatar(employee, size: size)
  content_tag(:span, class: 'd-inline-flex align-items-center gap-1', title: title) do
    safe_join([avatar, employee.name_and_extension])
  end
end

#employee_profile_avatar(employee, size: 20) ⇒ Object

Renders an employee profile picture or initials fallback
Uses Party.profile_image (consolidated storage for all party types)

Parameters:

  • employee (Employee) —

    The employee to display

  • size (Integer) (defaults to: 20) —

    Avatar size in pixels



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# File 'app/helpers/customers_helper.rb', line 242

def employee_profile_avatar(employee, size: 20)
  return unless employee

  profile_pic = employee.profile_image
  if profile_pic
    image_tag(profile_pic.image_url(width: size * 2, height: size * 2),
      class: 'rounded-circle',
      style: "width: #{size}px; height: #{size}px; object-fit: cover;",
      alt: employee.try(:show_name_4) || employee.full_name,
      title: employee.full_name)
  else
    # Fallback: show initials in a colored circle
    initials = employee.full_name.to_s.split.map(&:first).join.upcase.first(2)
    content_tag(:span,
      initials,
      class: 'rounded-circle d-inline-flex align-items-center justify-content-center bg-secondary text-white',
      style: "width: #{size}px; height: #{size}px; font-size: #{size * 0.45}px;",
      title: employee.full_name)
  end
end

#font_class_symbol(result_class, options = {}) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 88

def font_class_symbol(result_class, options = {})
  ic = case result_class
       when 'Organization'
         'users'
       when 'Homeowner'
         'user'
       when 'Contact'
         'user'
       when 'Employee'
         'star'
       when 'RoomConfiguration'
         'home'
       when 'Order'
         'shopping-cart'
       when 'Quote'
         'quote-right'
       when 'Opportunity'
         'gift'
       when 'Rma'
         'reply'
       when 'Address'
         'map-marker'
       when 'Activity'
         'bell'
       when 'Invoice'
         'book'
       when 'Item'
         'glass'
       when 'PresetJob'
         'power-off'
       when 'LocatorRecord'
         'search'
       when 'PurchaseOrder'
         'truck'
       when 'SupportCase'
         'ticket'
       else
         'search'
       end
  fa_icon ic, options
end

#local_sales_rep_input(f) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 413

def local_sales_rep_input(f)
  rep_input f, :local_sales_rep
end

#parent_org_name(customer) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 4

def parent_org_name(customer)
  parent = customer.parent_organization
  name = +''
  name << parent.full_name
  name << " in #{parent.main_address.city}, #{parent.main_address.state_code}" if parent.main_address
  name << " [#{parent.id}]"
  name
end

#primary_sales_rep_input(f) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 405

def primary_sales_rep_input(f)
  rep_input f, :primary_sales_rep
end

#render_customer_contact_points(customer, _highlight = true) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 337

def render_customer_contact_points(customer, _highlight = true)
  content_tag :ul, class: 'list-unstyled' do
    customer.contacts_and_self_contact_points_by_category(ContactPoint::CAN_DIAL + [ContactPoint::EMAIL]).pluck(:category, :detail).uniq.sort.map do |cp|
      content_tag :li, contact_point_display_with_highlight(cp)
    end.join.html_safe
  end
end

#rep_input(f, rep_type) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 381

def rep_input(f, rep_type)
  customer = f.object
  reps = []
  if can?(:assign_sales_rep, customer)
    collection_method = :"#{rep_type}_options_for_select"
    reps = Employee.send(collection_method)
    include_blank = true
  end
  selections = reps.uniq.sort

  input_label = "#{rep_type.to_s.humanize}:"
  if selections.present?
    f.input :"#{rep_type}_id",
            label: input_label,
            as: :tom_select,
            collection: selections,
            include_blank: include_blank
  elsif current_rep = customer.send(rep_type)
    form_style_attribute_display input_label, current_rep.full_name
  else
    form_style_attribute_display input_label, 'Manager Assignable Only'
  end
end

#secondary_sales_rep_input(f) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 409

def secondary_sales_rep_input(f)
  rep_input f, :secondary_sales_rep
end

#setup_customer(c) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 45

def setup_customer(c)
  c.tap do |c|
    if c.new_record?
      if c.addresses.empty?
        country_iso3 = c.catalog.try(:store).try(:country_iso3) || 'USA'
        c.addresses.build(country_iso3: country_iso3)
      end
      c.contacts.build if c.contacts.empty?
    end
    c.identification_numbers.build if c.identification_numbers.empty?
    c.tax_exemptions.build if c.tax_exemptions.empty?
    c.build_customer_record unless c.customer_record
    setup_customer_contact_points(c)
  end
end

#setup_customer_channels(c) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 69

def setup_customer_channels(c)
  c.tap do
    c.notification_channels.build if c.notification_channels.empty?
  end
end

#setup_customer_contact_points(c) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 61

def setup_customer_contact_points(c)
  c.tap do
    [ContactPoint::PHONE, ContactPoint::FAX, ContactPoint::EMAIL].each do |cp|
      c.contact_points.build(category: cp) if c.contact_points.select { |ccp| ccp.category == cp }.empty?
    end
  end
end

#setup_customer_record(c) ⇒ Object 



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# File 'app/helpers/customers_helper.rb', line 75

def setup_customer_record(c)
  c.tap do |c|
    c.build_customer_record unless c.customer_record
  end
end