Class: EmployeesController
- Inherits:
-
CrmController
- Object
- ActionController::Base
- ApplicationController
- CrmController
- EmployeesController
- Defined in:
- app/controllers/employees_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
- #become ⇒ Object
- #create ⇒ Object
- #destroy ⇒ Object
- #do_training_request ⇒ Object
- #edit ⇒ Object
- #edit_preferences ⇒ Object
- #edit_scheduler_profile ⇒ Object
-
#edit_watch_list ⇒ Object
GET /employees/:id/edit_watch_list.
- #home ⇒ Object
- #index ⇒ Object
- #new ⇒ Object
- #reset_sales_watch ⇒ Object
- #show ⇒ Object
-
#signature_preview ⇒ Object
GET /employees/:id/signature_preview Returns the rendered signature HTML for live preview on the employee form.
- #tab_assets ⇒ Object
- #tab_goals ⇒ Object
- #tab_hr_budgets ⇒ Object
-
#tab_main ⇒ Object
Tab actions for turbo-tabs lazy loading.
- #tab_praises ⇒ Object
- #tab_preferences ⇒ Object
- #tab_public_reviews ⇒ Object
- #tab_reviews ⇒ Object
- #tab_sales_commissions ⇒ Object
- #tab_scheduler ⇒ Object
- #tab_strengths ⇒ Object
- #tab_subordinates ⇒ Object
- #tab_system ⇒ Object
- #tab_training ⇒ Object
- #tab_work_schedule ⇒ Object
-
#training_request ⇒ Object
Replaced by tab_training def training @employee = Employee.find params[:id] authorize! :read, Employee load_employee_topics end.
- #update ⇒ Object
- #update_preferences ⇒ Object
- #update_scheduler_profile ⇒ Object
- #update_watch_list ⇒ Object
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
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
#become ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 248 def become @employee = Employee.find(params[:id]) :become, @employee # Honest strategy label for AuthTrail — programmatic sign_in without a warden # strategy would otherwise be logged as `database_authenticatable`. See # config/initializers/authtrail.rb. request.env[AUTHTRAIL_TRACKED_STRATEGY_ENV_KEY] = 'employee_become' sign_in(:account, @employee.account) redirect_to customers_path end |
#create ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 219 def create @employee = Employee.new(params[:employee]) :create, @employee if @employee.save redirect_to employees_url else render action: 'new', status: :unprocessable_entity end end |
#destroy ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 239 def destroy employee = Employee.find(params[:id]) :destroy, @employee account = employee.account account.destroy employee.destroy redirect_to employees_url end |
#do_training_request ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 329 def do_training_request @employee = Employee.find params[:id] topic_ids = params[:topics] || [] # Unselected/unchecked value which were previously requested are now destroyed removable_employee_topics = @employee.employee_topics.where(state: 'requested').where.not(topic_id: topic_ids) removable_employee_topics_size = removable_employee_topics.size removable_employee_topics.destroy_all # New topic are linked new_employee_topics = [] topic_ids.each do |topic_id| new_employee_topic = @employee.employee_topics.where(topic_id: topic_id).first_or_create(state: 'requested') new_employee_topic.request new_employee_topics << new_employee_topic end flash[:info] = "#{new_employee_topics.size} training requests in queue. #{removable_employee_topics_size} removed. We will contact your manager to coordinate training." redirect_to employee_path(tab: "training") end |
#edit ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 196 def edit @employee = Employee.find(params[:id]) :update, @employee end |
#edit_preferences ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 29 def edit_preferences @employee = Employee.find(params[:id]) (:update_preferences, @employee) end |
#edit_scheduler_profile ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 166 def edit_scheduler_profile @employee = Employee.find(params[:id]) (:update_scheduler, @employee) @profile = @employee.scheduler_profile || @employee.build_scheduler_profile( slug: @employee.full_name.parameterize, timezone: 'America/Chicago' ) @gcal_status = TimeOffRequests::GoogleAuthService.check_status(@employee) @zoom_status = check_zoom_status(@employee) end |
#edit_watch_list ⇒ Object
GET /employees/:id/edit_watch_list
Two render modes:
-
Turbo-frame request (Turbo-Frame: modal header) — invoked by the
"Edit Watch List" link in the Communications offcanvas / Home /
Activities menus. Renders the bottom-sliding offcanvas partial
into the<turbo-frame id="modal">slot in the CRM layout. The
auto-offcanvasStimulus controller shows the panel on connect.
No layout wrapper — we don't want to ship the entire CRM chrome
inside the frame.(The frame id is still "modal" because the layout slot is
reused for any modal-or-offcanvas-style on-demand surface; the
name predates this change. Keeping it stable avoids touching
every other consumer of the slot.) -
Normal HTML request — direct URL navigation still renders the
full standalone page (employees/edit_watch_list.html.erb) so
deep links / bookmarks keep working.
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# File 'app/controllers/employees_controller.rb', line 277 def edit_watch_list return unless turbo_frame_request? render partial: 'edit_watch_list_offcanvas', layout: false end |
#home ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 6 def home redirect_to crm_home_path end |
#index ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 10 def index # What you can see depends on your privileges. params[:q] ||= { inactive_true: '0' } @q = Employee.ransack(params[:q]) if @q.sorts.blank? @q.sorts = if params.dig(:q, :employee_record_next_birthday_gteq).present? || params.dig(:q, :employee_record_next_birthday_lteq).present? 'employee_record_next_birthday' elsif params.dig(:q, :employee_record_next_work_anniversary_gteq).present? || params.dig(:q, :employee_record_next_work_anniversary_lteq).present? 'employee_record_next_work_anniversary' else 'full_name' end end @employees = @q.result.joins(:employee_record).with_associations respond_to do |format| format.html end end |
#new ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 191 def new @employee = ::Employee.new :create, @employee end |
#reset_sales_watch ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 307 def reset_sales_watch @employee = Employee.find(params[:id]) :manage, @employee CustomerWatchWorker.perform_async('employee_id' => @employee.id) flash[:info] = 'Sales watch reset queued for employee' redirect_to_return_path_or_default employee_path(@employee) end |
#show ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 44 def show @employee = Employee.find(params[:id]) load_employee_topics respond_to do |format| format.html end end |
#signature_preview ⇒ Object
GET /employees/:id/signature_preview
Returns the rendered signature HTML for live preview on the employee form.
Accepts query params to override boolean settings without saving.
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# File 'app/controllers/employees_controller.rb', line 204 def signature_preview @employee = Employee.find(params[:id]) :update, @employee # Temporarily override employee_record booleans for the preview record = @employee.employee_record record.hide_signature_call_text_me_directly = params[:hide_signature_call_text_me_directly] == '1' if params.key?(:hide_signature_call_text_me_directly) record.hide_signature_pbx_extension = params[:hide_signature_pbx_extension] == '1' if params.key?(:hide_signature_pbx_extension) record.scheduler_link_type = params[:scheduler_link_type] if params.key?(:scheduler_link_type) record.calendly_link = params[:calendly_link] if params.key?(:calendly_link) theme = params[:theme]&.to_sym || :default render partial: 'communications/signature', locals: { sender_party: @employee, theme: theme }, layout: false end |
#tab_assets ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 116 def tab_assets @employee = Employee.find(params[:id]) (:read_assets, @employee) render layout: should_render_layout? end |
#tab_goals ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 78 def tab_goals @employee = Employee.find(params[:id]) (:read_goals, @employee) render layout: should_render_layout? end |
#tab_hr_budgets ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 147 def tab_hr_budgets @employee = Employee.find(params[:id]) (:read_hr_budgets, @employee) render layout: should_render_layout? end |
#tab_main ⇒ Object
Tab actions for turbo-tabs lazy loading
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# File 'app/controllers/employees_controller.rb', line 55 def tab_main @employee = Employee.find(params[:id]) (:read_main, @employee) render layout: should_render_layout? end |
#tab_praises ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 61 def tab_praises @employee = Employee.find(params[:id]) (:read_praises, @employee) render layout: should_render_layout? end |
#tab_preferences ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 129 def tab_preferences @employee = Employee.find(params[:id]) (:read_preferences, @employee) render layout: should_render_layout? end |
#tab_public_reviews ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 122 def tab_public_reviews @employee = Employee.find(params[:id]) (:read_public_reviews, @employee) @enrollments = @employee.survey_enrollments.includes(:survey, :party).order(enrollment_date: :desc).load render layout: should_render_layout? end |
#tab_reviews ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 90 def tab_reviews @employee = Employee.find(params[:id]) (:read_reviews, @employee) @reviews = @employee.employee_record.employee_reviews.includes(:employee_record, :reviewer).order(review_date: :desc).load render layout: should_render_layout? end |
#tab_sales_commissions ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 97 def tab_sales_commissions @employee = Employee.find(params[:id]) (:read_sales_commissions, @employee) @pagy, @sales_commissions = pagy( SalesCommission.where(employee_id: @employee.id).with_employee_name.with_rate.order(commission_date: :desc), limit: 20 ) updater_ids = @sales_commissions.map(&:updater_id).compact.uniq @updaters = Employee.where(id: updater_ids).index_by(&:id) render layout: should_render_layout? end |
#tab_scheduler ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 153 def tab_scheduler @employee = Employee.find(params[:id]) (:read_scheduler, @employee) @profile = @employee.scheduler_profile || @employee.build_scheduler_profile( slug: @employee.full_name.parameterize, timezone: 'America/Chicago' ) @gcal_status = TimeOffRequests::GoogleAuthService.check_status(@employee) @zoom_status = check_zoom_status(@employee) @work_schedule = @employee.work_schedules.effective_on(Date.current).first render layout: should_render_layout? end |
#tab_strengths ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 84 def tab_strengths @employee = Employee.find(params[:id]) (:read_strengths, @employee) render layout: should_render_layout? end |
#tab_subordinates ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 109 def tab_subordinates @employee = Employee.find(params[:id]) (:read_subordinates, @employee) @direct_reports = @employee.managed_employees.active_employees.order(:full_name).load render layout: should_render_layout? end |
#tab_system ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 135 def tab_system @employee = Employee.find(params[:id]) (:read_system, @employee) render layout: should_render_layout? end |
#tab_training ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 67 def tab_training @employee = Employee.find(params[:id]) (:read_training, @employee) params[:q] = { state_in: %w[assigned requested] } unless params[:q].present? @q = @employee.employee_topics.joins(topic: :topic_category) .merge(Topic.sorted).ransack(params[:q]) employee_topics = @q.result @employee_topics_grouped = employee_topics.group_by { |pt| pt.topic.topic_category } render layout: should_render_layout? end |
#tab_work_schedule ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 141 def tab_work_schedule @employee = Employee.find(params[:id]) (:read_work_schedule, @employee) render layout: should_render_layout? end |
#training_request ⇒ Object
Replaced by tab_training
def training
@employee = Employee.find params[:id]
authorize! :read, Employee
load_employee_topics
end
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# File 'app/controllers/employees_controller.rb', line 322 def training_request @employee = Employee.find params[:id] available_topics = Topic.active.where(applies_to_employee: true).sorted @employee_topics_indexed = @employee.employee_topics.joins(:topic).merge(available_topics).index_by { |et| et.topic_id } @topics_grouped = available_topics.group_by(&:topic_category) end |
#update ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 229 def update @employee = Employee.find(params[:id]) :update, @employee if @employee.update(params[:employee]) redirect_to employee_path(@employee) else render action: 'edit', status: :unprocessable_entity end end |
#update_preferences ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 34 def update_preferences @employee = Employee.find(params[:id]) (:update_preferences, @employee) if @employee.update(params[:employee]) redirect_to_return_path_or_default employee_path(@employee) else render :edit_preferences, status: :unprocessable_entity end end |
#update_scheduler_profile ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 177 def update_scheduler_profile @employee = Employee.find(params[:id]) (:update_scheduler, @employee) @profile = @employee.scheduler_profile || @employee.build_scheduler_profile if @profile.update(scheduler_profile_params) redirect_to employee_path(@employee, tab: 'scheduler'), notice: 'Scheduler settings updated.' else @gcal_status = TimeOffRequests::GoogleAuthService.check_status(@employee) @zoom_status = check_zoom_status(@employee) render :edit_scheduler_profile, status: :unprocessable_entity end end |
#update_watch_list ⇒ Object
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# File 'app/controllers/employees_controller.rb', line 283 def update_watch_list @employee = Employee.find(params[:employee_id]) @employee.selected_watch_list_employee_ids = params[:watch_list_employee_ids] @employee.selected_watch_list_role_ids = params[:watch_list_role_ids] @employee.monitor_group_sms_numbers = params[:monitor_group_sms_numbers].to_boolean @employee.monitor_unlinked_extensions = params[:monitor_unlinked_extensions].to_boolean @employee.save respond_to do |format| # Modal-driven submit (the common path now): close the dialog + # surface a flash in #notice_area without a full page navigation. # `flash.now` because there's no follow-up request to consume a # standard `flash` — see update_watch_list.turbo_stream.erb. format.turbo_stream do flash.now[:info] = 'Watch list updated' end # Standalone-page fallback: legacy direct-URL submit (no modal), # still redirect-with-flash so the user lands somewhere sensible. format.html do flash[:info] = 'Watch list updated' redirect_to_return_path_or_default edit_watch_list_employee_path(@context_user) end end end |