Class: DashboardsController

Inherits:
CrmController show all
Defined in:
app/controllers/dashboards_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

#show ⇒ Object 



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# File 'app/controllers/dashboards_controller.rb', line 2

def show
  if (@employee = begin
    Employee.find(params[:employee_id])
  rescue StandardError
    nil
  end)
    @title = "#{@employee.full_name}'s Dashboard"
    redirect_to dashboard_path if cannot? :read_sales_dash, @employee
  else
    @title = 'Company Dashboard'
  end

  @sales_commission_id =
    if @employee
      SalesCommission.where(employee_id: @employee.id).where(commission_date: Date.current.end_of_month).pick(:id)
    end

  target = @employee || current_user
  @has_daily_focus = AssistantConversation.daily_focus_for(target)
    .where("metadata->>'daily_focus_target_employee_id' IS NULL")
    .exists?

  report_date = Date.current.wday == 1 ? (Date.current.to_date - 3) : Date.current.to_date
  week_number = Date.new(report_date.year, report_date.month, report_date.day).cweek
  kpi_label = "KPI report for #{'Week ' + week_number.to_s + ' ---> From ' + report_date.beginning_of_week.to_s + ' to ' + report_date.to_s} "
  # If Turbo Stream requested (filter change), re-render only rep-specific panels
  respond_to do |format|
    format.turbo_stream do
      open_ids = Array(params[:open_frames])
      render turbo_stream: [
        (if @has_daily_focus
           turbo_stream.replace('panel-daily-focus', partial: 'dashboards/panel',
         locals: { id: 'panel-daily-focus', icon: 'sun', title: "Daily Focus for #{Date.current.strftime('%A, %B %-d')}", href: widget_index_daily_focus_path(employee_id: @employee&.id), open_ids: open_ids })
         else
           turbo_stream.replace('panel-daily-focus', dashboard_empty_panel_mount('panel-daily-focus'))
         end),
        turbo_stream.replace('panel-revenues', partial: 'dashboards/panel',
locals: { id: 'panel-revenues', icon: 'money-bill', title: "Revenue for #{Date.current.strftime('%B')}", href: widget_index_revenues_path(employee_id: @employee&.id), open_ids: open_ids }),
        turbo_stream.replace('panel-activity-performance', partial: 'dashboards/panel',
locals: { id: 'panel-activity-performance', icon: 'rabbit-fast', title: 'Activity Performance Today', href: reports_activity_performance_report_path(command: { employee_ids: [@employee&.id].presence }), open_ids: open_ids }),
        (if current_user.employee_phone_status&.pbx_integration_switchvox?
           turbo_stream.replace('panel-call-stats', partial: 'dashboards/panel',
         locals: { id: 'panel-call-stats', icon: 'phone', title: 'Call Statistics Today', href: reports_call_statistics_path(command: { employee_ids: [@employee&.id].presence }), open_ids: open_ids })
         else
           nil
         end),
        turbo_stream.replace('panel-opp-funnel', partial: 'dashboards/panel', locals: { id: 'panel-opp-funnel', icon: 'filter', title: 'Opportunity Pipeline', href: widget_index_opp_funnels_path(employee_id: @employee&.id), open_ids: open_ids }),
        (if @employee
           turbo_stream.replace('panel-sales-goal', partial: 'dashboards/panel',
         locals: { id: 'panel-sales-goal', icon: 'bullseye-arrow', title: "Sales Goal for #{@employee.full_name}", href: widget_index_sales_goals_path(employee_id: @employee.id), open_ids: open_ids })
         else
           turbo_stream.replace('panel-sales-goal', dashboard_empty_panel_mount('panel-sales-goal'))
         end),
        (if @employee && @sales_commission_id
           turbo_stream.replace('panel-sales-commission', partial: 'dashboards/panel',
         locals: { id: 'panel-sales-commission', icon: 'hand-holding-usd', title: "Sales and commission for #{Date.current.strftime('%B')} — #{@employee.full_name}", href: sales_commission_path(id: @sales_commission_id), open_ids: open_ids })
         else
           turbo_stream.replace('panel-sales-commission', dashboard_empty_panel_mount('panel-sales-commission'))
         end),
        turbo_stream.replace('panel-kpi', partial: 'dashboards/panel',
locals: { id: 'panel-kpi', icon: 'file-chart-line', title: kpi_label, href: (helpers.user_has_role?(%w[admin sales_director sales_manager accounting_manager]) ? reports_kpi_call_path : reports_kpi_call_path(command: { employee_ids: [@employee&.id].presence })), open_ids: open_ids })
      ].compact
    end
    format.html
    format.any { head :not_acceptable }
  end
end