Module: DashboardsHelper

Defined in:
app/helpers/dashboards_helper.rb

Constant Summary collapse

DASHBOARD_PANEL_SUMMARIES =

One-line subtitles under each dashboard widget title (same idea as sales commission show card copy).

{
  'panel-daily-focus' => 'AI-generated morning briefing with priority activities, call follow-ups, and opportunity highlights.',
  'panel-revenues' => 'Month-to-date revenue vs last month and the same month last year.',
  'panel-sales-commission' => 'KPI tiles, profit tables, channel breakdown, and year-over-year trends for this commission month.',
  'panel-activity-performance' => 'Today’s activities and calls compared to expectations for the selected scope.',
  'panel-call-stats' => 'Switchvox call counts and talk time for today for the selected rep or company.',
  'panel-opp-funnel' => 'Open opportunities by pipeline stage; respects the company or rep filter above.',
  'panel-sales-goal' => 'Progress toward monthly and quarterly goals for this rep.',
  'panel-kpi' => 'Weekly KPI call metrics; open the report for rep- or team-level detail.',
  'panel-orders-leads' => 'Web orders, leads, and conversion trends from site performance.',
  'panel-item-sale' => 'Units sold by product grouping and category.',
  'panel-sales-rep-ranking' => 'Rep standings for the current calendar month.',
  'panel-reports' => 'Shortcuts to channel revenue, customer performance, gross sales, and smart services.'
}.freeze

Instance Method Summary collapse

Instance Method Details

#dashboard_employee_heading_avatar(employee) ⇒ Object

Circular profile photo (or initials) for rep dashboard page title—matches CRM employee avatars.



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# File 'app/helpers/dashboards_helper.rb', line 23

def dashboard_employee_heading_avatar(employee)
  return ''.html_safe unless employee

  size = 48
  inner = if (pic = employee.profile_image)
            image_tag(
              pic.image_url(size: '96x96>'),
              class: 'dashboard-page-heading__avatar rounded-circle object-fit-cover',
              width: size, height: size,
              alt: employee.full_name,
              loading: 'lazy',
              decoding: 'async'
            )
          else
            initials = employee.full_name.to_s.split.map(&:first).join.upcase.first(2)
            content_tag(
              :span, initials.presence || '?',
              class: 'dashboard-page-heading__avatar dashboard-page-heading__avatar--initials rounded-circle d-inline-flex align-items-center justify-content-center bg-primary bg-opacity-10 text-primary fw-semibold',
              style: "width: #{size}px; height: #{size}px; font-size: #{size * 0.34}px; line-height: 1;",
              aria: { hidden: true }
            )
          end

  link_to(
    inner,
    employee_path(employee),
    class: 'dashboard-page-heading__avatar-link flex-shrink-0',
    title: "View #{employee.full_name}'s profile"
  )
end

#dashboard_panel_summary(panel_id) ⇒ Object 



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# File 'app/helpers/dashboards_helper.rb', line 18

def dashboard_panel_summary(panel_id)
  DASHBOARD_PANEL_SUMMARIES[panel_id.to_s]
end