Module: LeadFormHelper

Defined in:
app/helpers/lead_form_helper.rb

Instance Method Summary collapse

Instance Method Details

#compact_lead_form(submit_label: nil, lead_form_defaults: nil, locale: I18n.locale, show_upload: true, business_focused: false, show_header: false, header_title: nil, header_intro: nil) ⇒ Object

Compact lead form with progressive disclosure
Use business_focused: true for trade/business registration forms
Use show_header: true with header_title/header_intro to display a header



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# File 'app/helpers/lead_form_helper.rb', line 72

def compact_lead_form(submit_label: nil, lead_form_defaults: nil, locale: I18n.locale, show_upload: true, business_focused: false, show_header: false, header_title: nil, header_intro: nil)
  submit_url = cms_link('/contact_es/send') if locale == :es

  I18n.with_locale(locale) do
    render partial: '/www/leads/lead_form_compact', locals: {
                  submit_label: submit_label || 'Send Message',
                  show_upload: show_upload,
                  lead_form_defaults: lead_form_defaults,
                  business_focused: business_focused,
                  submit_url: submit_url,
                  show_header: show_header,
                  header_title: header_title,
                  header_intro: header_intro
                }
  end
end

#contact_link(text = 'contact us', options = {}) ⇒ Object

Inline contact link that opens a modal instead of navigating away.
Use this to replace direct links like link_to 'contact us', cms_link('/contact') with
a modal experience that keeps users on the page.

This is a convenience wrapper around lazy_lead_form_modal with variant: :link

Examples:

Basic usage

Please <%= contact_link 'contact us' %> for more information.

With custom styling

<%= contact_link 'email us', class: 'fw-semibold' %>

With context

<%= contact_link 'get in touch', header_title: 'Questions about Snow Melting?' %>

Parameters:

  • text (String) (defaults to: 'contact us') —

    Link text

  • options (Hash) (defaults to: {}) —

    Options hash

Options Hash (options):

  • :class (String) —

    CSS classes for the link

  • :header_title (String) —

    Modal header title

  • :header_intro (String) —

    Modal header intro text

  • :show_upload (Boolean) —

    Show file attachment option (default: true)

  • :application_type (String) —

    Pre-select application type



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# File 'app/helpers/lead_form_helper.rb', line 154

def contact_link(text = 'contact us', options = {})
  lazy_lead_form_modal(
    variant: :link,
    button_text: text,
    link_class: options[:class],
    header_title: options[:header_title],
    header_intro: options[:header_intro],
    show_upload: options.fetch(:show_upload, true),
    application_type: options[:application_type],
    about_project: options[:about_project]
  )
end

#lazy_lead_form_modal(variant: :card, modal_id: nil, header_title: 'Contact Us', header_intro: "Have a question? We're here to help.", button_text: 'Send Message', button_icon: 'envelope', button_class: 'btn btn-primary btn-lg', link_class: nil, show_upload: true, business_focused: false, submit_label: 'Send Message', application_type: nil, about_project: nil) ⇒ Object

Lazy-loading modal contact form
The form content is loaded via Turbo Frame only when modal opens,
reducing page weight by deferring turnstile and uppy loading.

Examples:

Basic card

<%= lazy_lead_form_modal %>

Custom button

<%= lazy_lead_form_modal(
  variant: :button,
  header_title: 'Request a Quote',
  button_text: 'Get Quote',
  application_type: 'Floor Heating'
) %>

Parameters:

  • variant (:card, :button) (defaults to: :card) —

    Display style (:card shows full CTA card, :button shows just trigger)

  • header_title (String) (defaults to: 'Contact Us') —

    Modal header title

  • header_intro (String) (defaults to: "Have a question? We're here to help.") —

    Subtext below title

  • button_text (String) (defaults to: 'Send Message') —

    Button label text

  • button_icon (String) (defaults to: 'envelope') —

    Font Awesome icon name

  • show_upload (Boolean) (defaults to: true) —

    Show file attachment option in form

  • business_focused (Boolean) (defaults to: false) —

    Show company fields expanded/first

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

    Pre-select application type (e.g., 'Floor Heating')

  • submit_label (String) (defaults to: 'Send Message') —

    Form submit button text

  • modal_id (Object, nil) (defaults to: nil)
  • button_class (String) (defaults to: 'btn btn-primary btn-lg')
  • link_class (String, nil) (defaults to: nil) —

    CSS classes for link variant

  • about_project (Object, nil) (defaults to: nil) 


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# File 'app/helpers/lead_form_helper.rb', line 195

def lazy_lead_form_modal(
  variant: :card,
  modal_id: nil,
  header_title: 'Contact Us',
  header_intro: "Have a question? We're here to help.",
  button_text: 'Send Message',
  button_icon: 'envelope',
  button_class: 'btn btn-primary btn-lg',
  link_class: nil,
  show_upload: true,
  business_focused: false,
  submit_label: 'Send Message',
  application_type: nil,
  about_project: nil
)
  render Www::LeadFormModalComponent.new(
    variant: variant,
    modal_id: modal_id,
    header_title: header_title,
    header_intro: header_intro,
    button_text: button_text,
    button_icon: button_icon,
    button_class: button_class,
    link_class: link_class,
    show_upload: show_upload,
    business_focused: business_focused,
    submit_label: submit_label,
    application_type: application_type,
    about_project: about_project
  )
end

#lead_form(submit_label: nil, lead_form_defaults: nil, show_fields: nil, lead_form_labels: {}, locale: I18n.locale, show_header: true, header_title: 'Contact Us', header_intro: %(Have a question? We're here to help.), layout: :vertical) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 11

def lead_form(submit_label: nil,
              lead_form_defaults: nil,
              show_fields: nil,
              lead_form_labels: {},
              locale: I18n.locale,
              show_header: true,
              header_title: 'Contact Us',
              header_intro: %(Have a question? We're here to help.),
              layout: :vertical)
  submit_url = cms_link('/contact_es/send') if locale == :es

  I18n.with_locale(locale) do
    render partial: '/www/leads/lead_form', locals: {
                  show_fields:,
                  submit_label:,
                  lead_form_defaults:,
                  lead_form_labels:,
                  submit_url:,
                  show_header:,
                  header_title:,
                  header_intro:,
                  layout:
                }
  end
end

#lead_form_modal(modal_id: 'leadFormModal', button_text: 'Contact Us', button_class: 'btn btn-primary', button_icon: 'envelope', modal_title: nil, modal_intro: nil, show_upload: false, business_focused: false, submit_label: 'Send Message', lead_form_defaults: nil) ⇒ Object

Modal lead form with CTA button trigger
Usage: <%= lead_form_modal(button_text: "Tell us About your Project") %>



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# File 'app/helpers/lead_form_helper.rb', line 104

def lead_form_modal(modal_id: 'leadFormModal', button_text: 'Contact Us', button_class: 'btn btn-primary', button_icon: 'envelope', modal_title: nil, modal_intro: nil, show_upload: false, business_focused: false, submit_label: 'Send Message',
                    lead_form_defaults: nil)
  render partial: '/www/leads/lead_form_modal', locals: {
    modal_id: modal_id,
    button_text: button_text,
    button_class: button_class,
    button_icon: button_icon,
    modal_title: modal_title || button_text,
    modal_intro: modal_intro,
    show_upload: show_upload,
    business_focused: business_focused,
    submit_label: submit_label,
    lead_form_defaults: lead_form_defaults
  }
end

#pro_lead_form(submit_label: nil, lead_form_defaults: nil, locale: I18n.locale, header_title: nil, header_intro: nil) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 51

def pro_lead_form(submit_label: nil, lead_form_defaults: nil, locale: I18n.locale, header_title: nil, header_intro: nil)
  submit_url = cms_link('/contact_es/send') if locale == :es
  lead_form_defaults ||= {}
  lead_form_defaults[:activity_type_task_type] = 'LEAD_TP'

  I18n.with_locale(locale) do
    render partial: '/www/leads/lead_form_compact', locals: {
                  submit_label: submit_label || 'Register as a Pro',
                  show_upload: true,
                  lead_form_defaults: lead_form_defaults,
                  business_focused: true,
                  header_title: header_title,
                  header_intro: header_intro,
                  submit_url: submit_url
                }
  end
end

#product_question_lead_form(presenter) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 120

def product_question_lead_form(presenter)
  if presenter.is_a?(Www::ProductLinePresenter)
    product = nil
    product_line = presenter.slug_ltree.to_s
  elsif presenter.is_a?(Www::ProductCatalogPresenter)
    product = presenter.item.id
    product_line = nil
  end
  render partial: '/www/leads/product_question_lead_form', locals: { product_id: product, product_line: product_line }
end

#referral_program_lead_form(submit_label: nil, lead_form_defaults: nil, show_fields: nil, locale: I18n.locale) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 89

def referral_program_lead_form(submit_label: nil, lead_form_defaults: nil, show_fields: nil, locale: I18n.locale)
  submit_url = cms_link('/contact_es/send') if locale == :es

  I18n.with_locale(locale) do
    render partial: '/www/leads/referral_program_lead_form', locals: {
                  show_fields: show_fields,
                  submit_label: submit_label,
                  lead_form_defaults: lead_form_defaults,
                  submit_url: submit_url
                }
  end
end

#setup_lead_form(lead_form_defaults = {}) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 2

def setup_lead_form(lead_form_defaults = {})
  lead_form_defaults ||= {}
  lead_form_defaults[:preferred_locale] = I18n.locale.to_s
  task_type = lead_form_defaults.delete(:activity_type_task_type)
  lead_form_defaults[:activity_type_id] ||= ActivityType.find_by(task_type: task_type)&.id if task_type
  lead_form_defaults[:skip_activity] ||= false
  Lead.new(lead_form_defaults).from_party(@context_user)
end

#support_request_form(locale: I18n.locale, referred_sku: nil, referred_product_line: nil) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 37

def support_request_form(locale: I18n.locale, referred_sku: nil, referred_product_line: nil)
  # if locale == :es
  #   submit_url = cms_link('/contact_es/send')
  # end
  I18n.with_locale(locale) do
    render partial: '/www/leads/support_request_form', locals: {
                  support_case_note: 'Incoming Support Request from Support page',
                  referred_sku: referred_sku,
                  referred_product_line: referred_product_line,
                  submit_url: cms_link('/contact/send')
                }
  end
end