Class: OrdersController

Inherits:
CrmController show all
Includes:
Controllers::PriceEditable, Controllers::WarehouseStreamActions, Controllers::Workflowable, Crm::ShippingParams, CrmFormHelper
Defined in:
app/controllers/orders_controller.rb

Constant Summary

Constants included from Controllers::WarehouseStreamActions

Controllers::WarehouseStreamActions::WAREHOUSE_TAB_CONTENT_FRAME

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 included from CrmFormHelper

#blocking_submit_button, #boolean_select, #datalist, #edit_button, #form_style_attribute_display, #opportunity_local_sales_rep_input, #sales_support_rep_input, #submit_cancel, #technical_rep_input, #technical_rep_sec_input, #yes_no_blank_boolean_collection_for_select, #yes_no_boolean_collection_for_select

Methods included from Controllers::PriceEditable

#price_edit, #price_update

Methods included from Controllers::WarehouseStreamActions

#redirect_to

Methods included from FileDownloadPresenter

#file_download_entry

Methods included from Controllers::Workflowable

#render_workflow_error_stream, #render_workflow_success_stream, #workflow_action, #workflow_action_complete

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

#account_managersObject



159
160
161
# File 'app/controllers/orders_controller.rb', line 159

def 
  
end

#account_managers_definedObject



208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
# File 'app/controllers/orders_controller.rb', line 208

def 
  @order.attributes = params[:order]
  authorize!(:update, @order)
  if @order.save
    res = @order.fix_future_release_date
    flash[:info] = res[:message] if res[:message].present?
    # because of the weird way combo_contact sets contacts, and that we can also create an opportunity from the same form, we want to update a new opportunity with the new contact as well... but only if it's new... otherwise let the chips fall... ie you can get into a situation where an order is linked to one contact, but also linked to an opp with another contact... yeesh
    @order.opportunity.update(contact_id: @order.contact_id) if @order.contact and params[:order][:opportunity_attributes] and params[:order][:opportunity_attributes][:name].present? and @order.opportunity
    Rails.logger.debug { "@order.update_shipping_address_with_contact: #{@order.update_shipping_address_with_contact}" }
    if @order.update_shipping_address_with_contact
      Rails.logger.debug '@order.update_shipping_address_with_contact IS TRUE!!!'
      if @order.contact&.present?
        @order.shipping_address&.person_name_override = @order.contact.name
        @order.shipping_address&.save
        @order.tracking_email = [@order.contact.email] if @order.contact.email.present? && !@order.tracking_email.any? { |e| e == @order.contact.email }
        @order.shipping_phone = @order.contact.phone
      else # contact reset but ant to update the order shipping address and phone and tracking email, so reset
        @order.shipping_address&.person_name_override = nil
        @order.shipping_address&.save
        @order.set_default_tracking_email(force: true)
        @order.shipping_phone = @order.customer.phone || @order.customer.cell_phone
      end
      @order.save
    end
    redirect_to_return_path_or_default(shipping_address_order_url(@order))
  else
    flash.now[:error] = "There were errors updating the order: #{@order.errors_with_deliveries_errors.to_sentence.capitalize}"
    
    render :account_managers, status: :unprocessable_entity
  end
end

#approve_credit_requestObject



1026
1027
1028
1029
1030
1031
1032
1033
1034
1035
# File 'app/controllers/orders_controller.rb', line 1026

def approve_credit_request
  authorize! :approve_credit_request, Order
  @order = Order.find(params[:id])
  @customer = @order.customer
  @billing_entity = @order.billing_entity
  @billing_entity.approve_credit_request(@order.balance, @order)
  @order.approve_credit_request
  flash[:info] = 'Credit available increased and rep notified.'
  redirect_to_return_path_or_default @order
end

#cancelObject



123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
# File 'app/controllers/orders_controller.rb', line 123

def cancel
  customer = @order.customer
  success = @order.cancel_or_destroy

  if success
    @order = Order.find_by(id: @order.id)
    flash[:info] = if @order
                     'Order has been cancelled.'
                   else
                     'Order was deleted'
                   end
  elsif @order&.errors_with_deliveries_errors&.any?
    flash[:error] = @order.errors_with_deliveries_errors.join(', ')
  end

  if @order
    redirect_to_return_path_or_default order_path(@order)
  else
    redirect_to_return_path_or_default customer_path(customer)
  end
end

#cancel_cod_checkObject



409
410
411
412
413
414
415
# File 'app/controllers/orders_controller.rb', line 409

def cancel_cod_check
  @order.need_to_recalculate_shipping
  @order.update(cod_collection_type: nil)
  result = eval(@order.last_shipping_rate_request_result.to_s)
  handle_shipping_flash_messaging(result, 'cancel_cod_check')
  redirect_to action: :shipping, id: @order.id, customer_id: @order.customer.id, return_path: @return_path
end

#cancel_cod_no_checkObject



448
449
450
451
452
453
454
# File 'app/controllers/orders_controller.rb', line 448

def cancel_cod_no_check
  @order.need_to_recalculate_shipping
  @order.update(cod_collection_type: nil)
  result = eval(@order.last_shipping_rate_request_result.to_s)
  handle_shipping_flash_messaging(result, 'cancel_cod_no_check')
  redirect_to action: :shipping, id: @order.id, customer_id: @order.customer.id, return_path: @return_path
end

#choose_shipping_methodObject



456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
# File 'app/controllers/orders_controller.rb', line 456

def choose_shipping_method
  if @order.editing_locked?
    flash[:error] = "Can't choose shipping method on order that is locked. Please CR HOLD to change shipping method."
    redirect_to_return_path_or_default(order_url(@order))
  else
    # puts "choose_shipping_method: params: #{params.inspect}"
    @ship_quotable = @order
    %i[custom_packing_slip_upload master_carton_label_upload manual_ship_label_upload bol_upload].each do |attachment_key|
      next unless params.dig(attachment_key, :attachment).present?

      @order.uploads.build(params[attachment_key])
    end

    # Use service to handle shipping updates and discount recalculation
    # Get the order-specific parameters (empty hash if no order params)
    order_params = shipping_params

    # If there are no order parameters, just redirect (no shipping to update)
    if order_params.empty?
      redirect_to_return_path_or_default(order_url(@order))
      return
    end

    # Pass the order parameters to the service
    result = Shipping::UpdateShippingMethod.new.update_from_params(@order, { order: order_params })

    if result.success?
      # Display any shipping change messages
      result.messages.each { |msg| flash[:info] = msg } if result.messages.present?

      # If "Purchase label early" checkbox was checked, show confirmation message
      # The actual label purchase will happen when the order reaches awaiting_deliveries state
      # (triggered by after_transition hook in Order model)
      manual_label_uploaded = params.dig(:manual_ship_label_upload, :attachment).present?
      if @order.purchase_label_early? && !manual_label_uploaded && @order.walmart_sww_eligible?
        flash[:info] = 'Shipping label will be purchased automatically when the order is released to the warehouse. Tracking will be sent to Walmart immediately.'
      end

      res = @order.fix_future_release_date
      add_to_flash(res[:message]) if res[:message].present?

      if @order.includes_schedulable_service? && @order.smartservice_ticket.nil?
        redirect_to_return_path_or_default(service_order_url(@order))
      else
        @order.pending_payment
        if @order.awaiting_deliveries?
          # already had payment so it went straight to warehouse
          # Check for early label purchase result
          early_label_result = @order.early_label_flash_message
          flash[early_label_result[:type]] = early_label_result[:message] if early_label_result.present?
          redirect_to_return_path_or_default(order_url(@order))
        elsif @order.profit_review?
          flash[:warning] = 'Order profit not met'
          redirect_to_return_path_or_default(order_url(@order))
        else
          redirect_to_return_path_or_default(order_discounts_url(@order))
        end
      end
    else
      flash.now[:error] = result.errors
      render :shipping, status: :unprocessable_entity
    end
  end
end

#cod_checkObject



401
402
403
404
405
406
407
# File 'app/controllers/orders_controller.rb', line 401

def cod_check
  @order.need_to_recalculate_shipping
  @order.update(cod_collection_type: 'check')
  result = eval(@order.last_shipping_rate_request_result.to_s)
  handle_shipping_flash_messaging(result, 'cod_check')
  redirect_to action: :shipping, id: @order.id, customer_id: @order.customer.id, return_path: @return_path
end

#cod_no_checkObject



417
418
419
420
421
422
423
# File 'app/controllers/orders_controller.rb', line 417

def cod_no_check
  @order.need_to_recalculate_shipping
  @order.update(cod_collection_type: 'no_check')
  result = eval(@order.last_shipping_rate_request_result.to_s)
  handle_shipping_flash_messaging(result, 'cod_no_check')
  redirect_to action: :shipping, id: @order.id, customer_id: @order.customer.id, return_path: @return_path
end

#confirm_serial_numbersObject



904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
# File 'app/controllers/orders_controller.rb', line 904

def confirm_serial_numbers
  @order = Order.find(params[:id])
  if @order.update(params[:order])
    if @order.needs_serial_number_reservation?
      if @order.has_incomplete_reservations?
        flash.now[:error] = 'Serial Number reservation must be completed before releasing'
        load_line_items_requiring_reservation
        render :pick_serial_numbers, status: :unprocessable_entity
      else
        @order.release_order
        flash[:info] = 'Order released'
        redirect_to_return_path_or_default order_path(@order)
      end
    else
      redirect_to_return_path_or_default order_path(@order)
    end
  else
    flash.now[:error] = @order.errors_to_s.presence || 'Could not confirm serial numbers.'
    load_line_items_requiring_reservation
    render :pick_serial_numbers, status: :unprocessable_entity
  end
end

#contact_lookupObject

Used by tom-select field on order/:id/account_managers
if q is specified a global lookup is run
if party_id is specified, then a single party is looked up (used to initialize form on load typically)



999
1000
1001
1002
1003
# File 'app/controllers/orders_controller.rb', line 999

def contact_lookup
  @order = Order.find(params[:id])
  result = Order::ContactLookup.new.process(@order, params)
  render json: { results: result.results, total: result.total_entries }
end

#createObject

PUT /customers/1/orders



101
102
103
104
105
106
107
108
109
110
111
112
# File 'app/controllers/orders_controller.rb', line 101

def create
  @order = Order.new(params[:order].merge(customer_id: @customer.id, shipping_method: @customer.default_shipping_option_name))
  @order.single_origin = true if @customer.is_direct_buy? # patch for now for Direct Buy, must be single origin
  if @order.valid?
    authorize!(:create, @order)
    @order.pending_payment!
    flash[:error] = "Order shipping address not valid or otherwise shipping not set! Can't proceed until it is corrected." unless @order.pending_payment?
    redirect_to_return_path_or_default confirm_and_pay_order_path(@order)
  else
    render action: :new, status: :unprocessable_entity
  end
end

#deny_credit_requestObject



1037
1038
1039
1040
1041
1042
1043
1044
1045
1046
# File 'app/controllers/orders_controller.rb', line 1037

def deny_credit_request
  authorize! :deny_credit_request, Order
  @order = Order.find(params[:id])
  @customer = @order.customer
  @billing_entity = @order.billing_entity
  @order.deny_credit_request
  InternalMailer.credit_request_denied_notification(@customer, @order.balance, @order).deliver_later
  flash[:info] = 'Credit request denied and rep notified.'
  redirect_to_return_path_or_default @order
end

#destroyObject

DELETE /orders/1



679
680
681
682
683
684
685
686
687
688
689
690
# File 'app/controllers/orders_controller.rb', line 679

def destroy
  parent_customer = @order.customer
  if @order.ok_to_delete?()
    @order.destroy
    flash[:info] = 'Order has been deleted'
    redirect_to customer_path(parent_customer)
  else
    flash[:error] = @order.errors_with_deliveries_errors.join(',')
    redirect_to order_url(@order)

  end
end

#disable_auto_couponObject



163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
# File 'app/controllers/orders_controller.rb', line 163

def disable_auto_coupon
  @order = Order.find(params[:id])
  @order.update_attribute(:disable_auto_coupon, true)
  flash[:info] = 'Auto coupons are now disabled, if any auto coupons were applied you can delete them and they will not come back.'

  respond_to do |format|
    format.turbo_stream do
      @order.reload
      @discounts = @order.discounts.includes(:coupon)
      render turbo_stream: turbo_stream.replace(
        'discount_summary',
        partial: 'discounts/summary',
        locals: { itemizable: @order }
      )
    end
    format.html do
      redirect_to_return_path_or_default(order_discounts_path(@order))
    end
  end
end

#do_moveObject



1090
1091
1092
1093
1094
1095
1096
1097
1098
1099
1100
1101
1102
# File 'app/controllers/orders_controller.rb', line 1090

def do_move
  @order = Order.find(params[:id])
  authorize!(:edit, @order)
  customer = Customer.find(params.dig(:move, :customer_id)) if params.dig(:move, :customer_id).present?
  opportunity = customer.opportunities.find(params.dig(:move, :opportunity_id)) if params.dig(:move, :opportunity_id).present?
  res = Order::Mover.new(@order).move_to(customer:, opportunity:)
  if res.success?
    redirect_to order_path(@order)
  else
    flash.now[:error] = res.errors.to_sentence.capitalize
    render :move, status: :unprocessable_entity
  end
end

#edi_force_price_matchObject



1069
1070
1071
1072
1073
1074
1075
1076
1077
1078
1079
1080
1081
1082
1083
# File 'app/controllers/orders_controller.rb', line 1069

def edi_force_price_match
  errs = []
  if @order.edi_price_matcheable?
    authorize!(:edi_force_price_match, @order)
    errs = @order.edi_force_price_match
  else
    errs << 'Order is not an EDI order or already matches the EDI pricing'
  end
  flash.now[:error] = errs.join('. ') if errs.any?

  respond_to do |format|
    format.turbo_stream { render turbo_stream: itemizable_recalculate_streams(@order) }
    format.html { redirect_to_return_path_or_default order_url(@order) }
  end
end

#editObject

GET /customers/1/orders/1/edit



98
# File 'app/controllers/orders_controller.rb', line 98

def edit; end

#edit_sales_support_repObject



692
693
694
695
# File 'app/controllers/orders_controller.rb', line 692

def edit_sales_support_rep
  authorize!(:edit_sales_support_rep, @order)
  @employees = Employee.active.order(:full_name)
end

#enable_auto_couponObject



184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
# File 'app/controllers/orders_controller.rb', line 184

def enable_auto_coupon
  @order = Order.find(params[:id])
  @order.disable_auto_coupon = false
  @order.save
  # Recalculate discounts after auto coupons are applied
  @order.reload.reset_discount
  flash[:info] = 'Auto coupons are enabled, if any auto coupons qualified they have been added automatically.'

  respond_to do |format|
    format.turbo_stream do
      @order.reload
      @discounts = @order.discounts.includes(:coupon)
      render turbo_stream: turbo_stream.replace(
        'discount_summary',
        partial: 'discounts/summary',
        locals: { itemizable: @order }
      )
    end
    format.html do
      redirect_to_return_path_or_default(order_discounts_path(@order))
    end
  end
end

#enter_roomsObject



724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
# File 'app/controllers/orders_controller.rb', line 724

def enter_rooms
  params[:order] ||= {}
  params[:order][:room_configuration_ids] ||= []
  new_rc_ids = (params[:order][:room_configuration_ids] || []).uniq.sort

  job_options = {
    order_id: @order.id,
    room_configuration_ids: new_rc_ids,
    redirect_path: order_path(@order, tab: 'rooms')
  }.stringify_keys

  job_id = EnterOrderRoomsWorker.perform_async(job_options)

  if job_id.blank? && (job_id = BackgroundJobStatus.search(worker_klass: 'EnterOrderRoomsWorker', args: job_options).first&.dig(:job_id))
    flash[:warning] = 'A similar job was already enqueued, watching status of that job now'
  end

  if job_id.present?
    redirect_to job_path(job_id)
  else
    flash[:warning] = 'There was a problem queuing the job'
    redirect_to order_path(@order, tab: 'rooms')
  end
end

#exclude_from_payment_checkObject



151
152
153
# File 'app/controllers/orders_controller.rb', line 151

def exclude_from_payment_check
  @order.update(exclude_from_payment_check: true)
end

#fix_catalogObject



240
241
242
243
244
# File 'app/controllers/orders_controller.rb', line 240

def fix_catalog
  @order = Order.find(params[:id])
  flash[:info] = @order.fix_catalog.join('<br>')
  redirect_to_return_path_or_default order_path(@order)
end

#force_invoiced_statusObject



393
394
395
396
397
398
399
# File 'app/controllers/orders_controller.rb', line 393

def force_invoiced_status
  # Method created for admins to force an order to be Invoiced. Usefull for when the order remains in pending payment
  # after all deliveries have been invoiced, due to an error in coupons or shipping. Oscar says it's better to inform
  # accounting to take care of the mismatch than to leave the order in pending_payment
  @order.trigger_invoiced!
  redirect_to order_url(@order)
end

#get_detailsObject



875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
# File 'app/controllers/orders_controller.rb', line 875

def get_details
  id = params[:order_id]
  if id.blank?
    render json: { error: 'not-found' }.to_json, status: :not_found
  else
    order = Order.find(id)
    lines = LineItem.where(resource_type: 'Order', resource_id: order.id).goods
    product_lines = []
    line_collection = []
    lines.each do |l|
      line_collection << { id: l.item.id, sku: l.item.sku, quantity: l.quantity }
      product_lines << l.item.primary_product_line.id unless l.item.primary_product_line.nil?
    end
    render json: { room_ids: order.room_configuration_ids.join(','), items: line_collection, product_lines: product_lines.uniq }
  end
end

#get_spiff_enrollmentsObject



797
798
799
800
801
802
803
804
805
# File 'app/controllers/orders_controller.rb', line 797

def get_spiff_enrollments
  @contact = @customer.contacts.find_by(id: params[:order_spiff_rep_id])
  if @contact && @contact.active_spiff_enrollment.present? && @contact.active_spiff_enrollment.is_active?
    @spiff_enrollments = [@contact.active_spiff_enrollment]
    @order.spiff_enrollment = @contact.active_spiff_enrollment
  else
    @spiff_enrollments = []
  end
end

#include_in_payment_checkObject



155
156
157
# File 'app/controllers/orders_controller.rb', line 155

def include_in_payment_check
  @order.update(exclude_from_payment_check: false)
end

#indexObject

GET /customers/1/orders



16
17
18
19
20
21
22
23
24
25
26
# File 'app/controllers/orders_controller.rb', line 16

def index
  @context_object = context_object
  scope = @context_object&.try(:all_orders) || @context_object&.orders || Order.none
  @q = scope.ransack(params[:q])
  @q.sorts = 'created_at DESC' if @q.sorts.blank?
  @pagy, @orders = pagy(:countish, @q.result)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#lookupObject



807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
# File 'app/controllers/orders_controller.rb', line 807

def lookup
  q = params[:q].try(:upcase)&.split&.first
  order_id = params[:order_id].presence
  customer_id = params[:customer_id].presence
  state_in = params[:state_in].presence
  if order_id
    order = Order.find(order_id)
    respond_to do |format|
      format.json { render json: { results: { id: order_id, text: "[#{order.reference_number}] #{order.customer.full_name} (#{order.shipped_date.to_fs(:crm_default)})" } } }
      format.html do
        @results = [order]
        render partial: 'orders/lookup_suggestions', locals: { results: @results }
      end
    end
  else
    @results = Order.all
    @results = @results.where(state: state_in) if state_in
    if customer_id
      # You can search outside the customer's order scope if this flag is specified
      if params[:allow_open_order_link].to_b && q.present?
        # if a customer id was specified, we will still limit to orders in the same company id as the original customer
        company_id = Customer.joins(:catalog).where(id: customer_id).pick('catalogs.company_id')
        @results = @results.joins(customer: :catalog).where(Catalog[:company_id].eq(company_id))
      else
        @results = @results.where(customer_id:)
      end
    end
    if q.present?
      @results = if params[:with_wildcard].to_b
                   @results.like_lookup(q)
                 else
                   @results.lookup(q)
                 end
    end
    json_result = TomSelect.format_json_results(self, @results, params[:page].presence, params[:per_page].presence) do |e|
      {
        id: e.id,
        text: e.selection_name,
        label: e.selection_name,
        reference: e.reference_number,
        order_link: order_path(e),
        state: e.state,
        shipped: e.shipped_date.present? ? e.shipped_date.to_fs(:crm_default) : 'not shipped',
        opportunity: e.opportunity&.name,
        customer: e.customer.full_name,
        customer_link: customer_path(e.customer),
        contact_id: e.contact_id,
        contact_full_name: e.contact&.full_name
      }
    end
    respond_to do |format|
      format.json { render json: json_result }
      format.html { render partial: 'orders/lookup_suggestions', locals: { results: @results.limit(20) } }
    end
  end
end

#lookup_rowObject

Return a server-rendered order row for the support case orders table



865
866
867
868
869
870
871
872
873
# File 'app/controllers/orders_controller.rb', line 865

def lookup_row
  o = Order.find_by(id: params[:id])
  if o.nil?
    render html: ''.html_safe, status: :not_found
  else
    # Reuse the shared row partial to guarantee consistent markup
    render partial: 'support_cases/orders_table_row', locals: { o: o, hide_checkbox: false }
  end
end

#moveObject



1085
1086
1087
1088
# File 'app/controllers/orders_controller.rb', line 1085

def move
  @order = Order.find(params[:id])
  authorize!(:edit, @order)
end

#newObject

GET /customers/1/orders/new



61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
# File 'app/controllers/orders_controller.rb', line 61

def new
  @support_case = SupportCase.find(params[:support_case_id]) if params[:support_case_id]
  @opportunity = Opportunity.find(params[:opportunity_id]) if params[:opportunity_id]
  @room_configuration = RoomConfiguration.find(params[:room_configuration_id]) if params[:room_configuration_id]
  @opportunity ||= @room_configuration&.opportunity
  @contact = Contact.find(params[:contact_id]) if params[:contact_id]
  @customer = Customer.find(params[:customer_id]) if params[:customer_id]
  @customer ||= @opportunity&.customer
  @customer ||= @contact&.customer
  @customer ||= @support_case&.customer
  @order = @customer.orders.build(
    customer: @customer,
    opportunity: @opportunity,
    contact: @contact,
    recalculate_shipping: false,
    do_not_detect_shipping: true,
    source: @customer.source_for_opps_and_orders
  )
  @order.order_type = "#{@opportunity.opportunity_type}O" if @opportunity
  @order.order_type = params[:order_type] if params[:order_type]
  @order.support_case_ref = @support_case.case_number if @support_case
  @order.tracking_email << @order.primary_party&.email if @support_case && @order.primary_party&.email.present?
  authorize!(:create, @order)

  # Enabling this code would populate the channel notification emails if we decided to make billing_emails the ulimate authority for where invoices get sent
  # @order.billing_emails = @order.default_billing_emails

  @order.single_origin = true if @customer.try(:is_direct_buy?) # patch for now for Direct Buy, must be single origin
  if @order.save
    redirect_to_return_path_or_default (@order)
  else
    flash[:error] = "Could not create order.  #{@order.errors_with_deliveries_errors.join(', ')}"
    redirect_to_return_path_or_default customer_url(@customer)
  end
end

#pick_serial_numbersObject



898
899
900
901
902
# File 'app/controllers/orders_controller.rb', line 898

def pick_serial_numbers
  @order = Order.find(params[:id])
  @order.auto_reserve_serial_numbers
  load_line_items_requiring_reservation
end

#place_cr_holdObject



564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
# File 'app/controllers/orders_controller.rb', line 564

def place_cr_hold
  res = Order.with_advisory_lock_result("order_#{@order.id}", timeout_seconds: 120) do
    @order.reload
    if @order.can_cr_hold?(current_user)
      if @order.has_early_purchased_label? && @order.early_label_purchased_recently?
        minutes_since = ((Time.current - @order.early_label_purchased_at) / 60).round(1)
        wait_minutes = (Order::EARLY_LABEL_RAPID_VOID_THRESHOLD_MINUTES - minutes_since).ceil
        flash[:warning] = "Early label was purchased #{minutes_since} minutes ago. Please wait #{wait_minutes} more minute(s) before holding/canceling, or void the label manually first."
      else
        @order.cr_hold!
        if @order.in_cr_hold?
          @order.update(is_manual_hold: true)
        else
          flash[:error] = "Order cannot be put into CR hold. #{@order.errors_with_deliveries_errors.to_sentence.capitalize} #{@order.shipping_address.errors_to_s}."
        end
      end
    end
  end
  flash[:error] = "Could not acquire lock on order #{@order}, try again later" unless res.lock_was_acquired?
  if @order.in_cr_hold? && params[:reserve_stock].to_b
    redirect_to pick_lines_inventory_commits_path(resource_type: 'Order', resource_id: @order.id), notice: 'Order is on hold, please select which items you would like to reserve and click Save'
  else
    redirect_to_return_path_or_default order_url(@order)
  end
end

#process_spiffObject



49
50
51
52
53
54
55
56
57
58
# File 'app/controllers/orders_controller.rb', line 49

def process_spiff
  access_denied && return unless &.has_role?('accounting_rep')

  if @order.spiff_paid
    flash[:info] = 'Order spiff status updated successfully'
  else
    flash[:error] = 'Unable to update order spiff status'
  end
  redirect_to_return_path_or_default order_path(@order)
end

#profit_marginsObject



892
893
894
895
896
# File 'app/controllers/orders_controller.rb', line 892

def profit_margins
  @order = Order.find(params[:id])
  authorize! :manage_profit_margins, @order
  render layout: 'crm/crm'
end

#recalculate_discountObject



749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
# File 'app/controllers/orders_controller.rb', line 749

def recalculate_discount
  @order = @customer.orders.find(params[:id])
  @order.reset_discount
  if @order.errors_with_deliveries_errors.any?
    flash.now[:error] = "Problem while recalculating discount: #{@order.errors_with_deliveries_errors.join(', ')}"
  else
    flash.now[:success] = 'Discount recalculated.'
  end

  respond_to do |format|
    format.turbo_stream { render turbo_stream: itemizable_recalculate_streams(@order) }
    format.html do
      redirect_to_return_path_or_default order_url(@order)
    end
  end
end

#recalculate_taxesObject



766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
# File 'app/controllers/orders_controller.rb', line 766

def recalculate_taxes
  if @order.ci_invoice_credit_order?
    flash.now[:warning] = 'Tax recalculation is disabled for credit orders from CI invoices. Taxes are inherited from the original invoice.'
  else
    @order.refresh_tax_rate
    if @order.errors.any?
      flash.now[:error] = "Problem while recalculating taxes: #{@order.errors.full_messages.join(', ')}"
    else
      flash.now[:success] = 'Taxes recalculated.'
    end
  end

  respond_to do |format|
    format.turbo_stream { render turbo_stream: itemizable_recalculate_streams(@order) }
    format.html do
      redirect_to_return_path_or_default order_url(@order)
    end
  end
end

#release_back_orderObject



552
553
554
555
556
557
558
559
560
561
562
# File 'app/controllers/orders_controller.rb', line 552

def release_back_order
  old_state = @order.state
  @order.release_order
  if @order.state == old_state
    flash[:info] = "Order can't be released. #{@order.errors_with_deliveries_errors.to_sentence.capitalize} #{@order.shipping_address.errors_to_s}."
  elsif @order.needs_serial_number_reservation?
    flash[:info] = 'Order released, but requires serial number reservations. Please complete the reservations and save'
    redirect_to(pick_serial_numbers_order_path(@order)) && return
  end
  redirect_to @order
end

#release_cr_holdObject



590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
# File 'app/controllers/orders_controller.rb', line 590

def release_cr_hold
  early_label_result = nil
  res = Order.with_advisory_lock_result("order_#{@order.id}", timeout_seconds: 120) do
    # Reload because we want to make sure the order is still in the right state
    @order.reload
    if @order.can_release_order?
      @order.update(is_manual_hold: false)
      @order.release_order
      if @order.in_cr_hold?
        flash[:error] =
          "Order cannot be released from CR hold. #{@order.hold_order_reasons&.join('. ')} #{@order.errors_with_deliveries_errors.to_sentence.capitalize} #{@order&.shipping_address&.errors&.full_messages&.join('. ')}."
      else
        # Capture early label result for flash message
        early_label_result = @order.early_label_flash_message
      end
    end
  end
  flash[:error] = "Could not acquire lock on order #{@order}, try again later" unless res.lock_was_acquired?

  # Display early label purchase result
  flash[early_label_result[:type]] = early_label_result[:message] if early_label_result.present?

  redirect_to_return_path_or_default order_url(@order)
end

#release_management_holdObject



665
666
667
668
669
# File 'app/controllers/orders_controller.rb', line 665

def release_management_hold
  authorize!(:release_management_hold, @order)
  @order.release_management_hold! if @order.in_management_hold?
  redirect_to_return_path_or_default order_url(@order)
end

#resend_google_offline_conversionObject



628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
# File 'app/controllers/orders_controller.rb', line 628

def resend_google_offline_conversion
  res = Invoicing::GoogleConversionReporter.new.send_new_order_conversion(@order)
  meta = res[:meta] || {}
  # Include reason/status/error to aid debugging when meta is empty
  summary_rows = []
  summary_rows << ['status', meta['result'] || res[:status] || res[:success]]
  summary_rows << ['reason', res[:reason]] if res[:reason]
  summary_rows << ['error', meta['error'] || res[:error]] if (meta['error'] || res[:error]).present?
  pretty_meta = (meta.to_a + summary_rows).map { |key, value| "<strong>#{key}:</strong> #{value}" }.join('<br>')
  rb_debug_link = "<a href='https://appsignal.com/warmlyyours/sites/heatwave-production/errors?search=google' target='_blank'>Debug</a>"

  if res[:success]
    flash[:info] = "Success:<br>#{pretty_meta}<br>" + rb_debug_link
  else
    flash[:error] = "Failed: #{res[:reason] || 'unknown'}<br>#{pretty_meta}<br>" + rb_debug_link
  end
  redirect_to_return_path_or_default order_url(@order)
end

#resend_pinterest_conversionObject



647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
# File 'app/controllers/orders_controller.rb', line 647

def resend_pinterest_conversion
  res = Pinterest::ConversionReporter.new.send_order_conversion(@order)
  meta = res[:meta] || {}
  summary_rows = []
  summary_rows << ['status', meta[:result] || meta['result'] || res[:status] || res[:success]]
  summary_rows << ['reason', res[:reason]] if res[:reason]
  summary_rows << ['error', meta[:error] || meta['error'] || res[:error]] if (meta[:error] || meta['error'] || res[:error]).present?
  pretty_meta = (meta.to_a + summary_rows).map { |key, value| "<strong>#{key}:</strong> #{value}" }.join('<br>')
  debug_link = "<a href='https://appsignal.com/warmlyyours/sites/heatwave-production/errors?search=pinterest' target='_blank'>Debug</a>"

  if res[:success]
    flash[:info] = "Pinterest conversion sent:<br>#{pretty_meta}<br>#{debug_link}".html_safe
  else
    flash[:error] = "Pinterest conversion failed: #{res[:reason] || 'unknown'}<br>#{pretty_meta}<br>#{debug_link}".html_safe
  end
  redirect_to_return_path_or_default order_url(@order)
end

#resend_review_requestObject



615
616
617
618
619
620
621
622
623
624
625
626
# File 'app/controllers/orders_controller.rb', line 615

def resend_review_request
  result = Api::ReviewsIo::InvitationSender.new(order: @order).process
  case result
  when Api::ReviewsIo::InvitationSender::RESULT_SUCCESS
    flash[:info] = 'Reviews.io invitation queued successfully.'
  when Api::ReviewsIo::InvitationSender::RESULT_SKIPPED
    flash[:warning] = 'Reviews.io invitation skipped (order may not be eligible or missing customer email).'
  else
    flash[:error] = 'Reviews.io invitation failed. Check logs for details.'
  end
  redirect_to_return_path_or_default order_url(@order, tab: 'reviews')
end

#restoreObject



145
146
147
148
149
# File 'app/controllers/orders_controller.rb', line 145

def restore
  @order.restore
  flash[:error] = @order.errors_with_deliveries_errors.join(', ') if @order.errors_with_deliveries_errors.any?
  redirect_to_return_path_or_default order_path(@order)
end

#review_credit_requestObject



1005
1006
1007
1008
1009
1010
1011
1012
1013
1014
1015
1016
1017
1018
1019
1020
1021
1022
1023
1024
# File 'app/controllers/orders_controller.rb', line 1005

def review_credit_request
  authorize! :review_credit_request, Order
  @order = Order.find(params[:id])
  @customer = @order.customer
  @billing_entity = @order.billing_entity
  return unless !@order.credit_request_pending? || @order.editing_locked?

  if @order.credit_request_approved?
    notice = 'Credit request has already been approved.'
  elsif @order.credit_request_denied?
    notice = 'Credit request has already been denied.'
  elsif @order.credit_request_cancelled?
    notice = 'Credit request has already been cancelled.'
  elsif @order.no_credit_requested?
    notice = 'No credit has been requested for this order.'
  elsif @order.editing_locked?
    notice = 'Order has already been processed.'
  end
  redirect_to(@order, notice:)
end

#review_echeck_requestObject



1048
1049
1050
1051
1052
1053
1054
1055
1056
1057
# File 'app/controllers/orders_controller.rb', line 1048

def review_echeck_request
  authorize! :review_echeck_request, Order
  @order = Order.find(params[:id])
  @customer = @order.customer
  @billing_entity = @order.billing_entity
  @echeck_payment = @order.echecks_requiring_authorization.sum(&:amount)
  return unless !@order.pending_release_authorization? || @order.editing_locked?

  redirect_to(@order, notice: 'Order has already been processed.')
end

#roomsObject



713
714
715
716
717
718
719
720
721
722
# File 'app/controllers/orders_controller.rb', line 713

def rooms
  # Load all available room configurations (client-side filtering via Stimulus)
  # Get all available room configurations from order and opportunity
  available_rc_ids = (@order.room_configuration_ids + (@order.opportunity&.room_configuration_ids || [])).uniq

  # Use preload to avoid N+1 queries - loads associations in separate queries
  @room_configurations = RoomConfiguration.where(id: available_rc_ids)
                                          .order('room_configurations.updated_at DESC, room_configurations.name')
                                          .preload(:room_layout_images, :controlled_rooms, :controlled_by)
end


1059
1060
1061
1062
1063
1064
1065
1066
1067
# File 'app/controllers/orders_controller.rb', line 1059

def send_public_payment_link
  email = params[:communication][:email]
  @order = Order.find(params[:id])
  comm = CommunicationBuilder.new(resource: @order,
                                  template_system_code: 'ORDER_PAYMENT').to_params

  comm = comm.merge(emails: email) unless email.nil?
  redirect_to new_communication_path(comm)
end

#send_tracking_emailObject



786
787
788
789
790
791
792
793
794
795
# File 'app/controllers/orders_controller.rb', line 786

def send_tracking_email
  order = Order.find(params[:id])
  result = if order.is_warehouse_pickup?
             order.send_ready_for_pickup_email
           else
             order.send_tracking_email
           end
  flash[:info] = result[:status_message] if result[:status_message].present?
  redirect_to_return_path_or_default order_url(order)
end

#serviceObject



326
327
328
329
330
331
332
333
334
335
336
# File 'app/controllers/orders_controller.rb', line 326

def service
  if @order.includes_schedulable_service?
    @support_case = @order.smartservice_ticket
    @support_case ||= SupportCase.new(case_type: 'SmartService')
    @addresses = @customer.addresses.order(:company_name_override, :person_name_override, :state_code, :street1)
    @new_address = @customer.addresses.new
  else
    flash[:error] = 'This order does not contain any schedulable services.'
    redirect_to_return_path_or_default(order_url(@order))
  end
end

#set_shipping_addressObject



257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
# File 'app/controllers/orders_controller.rb', line 257

def set_shipping_address
  set_new_address
  @block_address_edit = @order.editing_locked? || (@order.has_authorized_payment? && !@context_user.manager?)
  if @block_address_edit
    flash.now[:error] = 'Shipping address cannot be updated because the order has pending authorized pre-payments. Void the payment first and re-authorize payment afterwards.'
    render :shipping_address, status: :unprocessable_entity
  else
    # Intercept address id
    address_id = params[:order]&.delete(:shipping_address_id)
    @order.attributes = params[:order] if params[:order].present?
    validate_new_address = false
    if address_id.to_i > 0
      # Address book pick
      @order.shipping_address_id = address_id.to_i
    elsif @order.shipping_address&.one_time_only
      # update the one time address
      @order.shipping_address.attributes = params[:address]
      @new_address = @order.shipping_address
      @new_address&.save
      validate_new_address = true
    elsif params[:address].present?
      params[:address].delete(:party_id) unless params[:address][:party_id] && (params[:address][:party_id].to_i > 0)
      @new_address = Address.create(params[:address])
      @order.shipping_address = @new_address
      validate_new_address = true
    end
    if ((validate_new_address && @new_address.errors.blank?) || !validate_new_address) && @order.save
      save_shipping_as_billing_address if params[:save_as_billing_address] == '1' && @customer.billing_address.nil?

      if @order.ships_freight_but_address_not_freight_ready?
        check_freight_fields_and_redirect
      else
        result = @order.last_shipping_rate_request_result

        handle_shipping_flash_messaging(result)
        next_step_url = pick_items_path(order_id: @order.id, return_path: shipping_order_path(@order))

        if @customer.addresses.count <= 1 && !@new_address&.new_record? && @new_address.country_iso3 && (@new_address.country_iso3 != @customer.catalog.country_iso3) && (cat = Store.find_by_country_iso3(@new_address.country_iso3)&.primary_catalog)
          flash[:error] =
            "Customer's first address country of #{@new_address.country.printable_name} does not match customer's existing catalog country of #{@customer.catalog.country.printable_name}!"
          redirect_to edit_catalog_customer_path(@customer, new_catalog_id: cat.id, return_path: @return_path || next_step_url)
        else
          redirect_to_return_path_or_default next_step_url
        end
      end
    else
      flash.now[:error] = @order.errors_to_s.presence || 'Could not update shipping address.'
      render :shipping_address, status: :unprocessable_entity
    end
  end
end

#setup_serviceObject



338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
# File 'app/controllers/orders_controller.rb', line 338

def setup_service
  ticket_options = params[:service_creation_option]
  existing_ticket = params[:existing_support_case]

  unless ticket_options == 'skip_support_case'
    if ticket_options == 'existing_support_case'
      sc = SupportCase.find(existing_ticket)
      sc.update(params[:support_case].except(:service_address_id))
      sc.convert_to_stk
      sc.room_configuration_ids = @order.room_configuration_ids if @order.room_configuration_ids.any?
      sc.order_ids = [@order.id]
    elsif ticket_options == 'new_support_case'
      sc = SupportCase.new(params[:support_case])
      sc.case_type = 'SmartService'
      sc.send(:set_case_number)
      sc.state = 'pending_service_payment'
      sc.priority = 'Low'
      sc.build_participants_and_rooms(order_id: @order.id)
    end

    if !@order.is_remote_service? && (params[:support_case][:service_address_id].to_i == 0)
      address = @customer.addresses.new(params[:address])
      address.save
      sc.service_address_id = address.id
    end
    service = @order.line_items.smartservice_items.map { |a| a.item.name }.join('; ')
    descript = '<p>Customer requested: </p>'
    service.split(';').each do |ser|
      descript += "<li>#{ser}</li>"
    end
    descript += "<br><p>Preferred time frame is <b>#{sc.preferred_service_timeframe}</b></p>"
    sc.description = descript
    sc.service = service
  end

  if ticket_options == 'skip_support_case' || sc.try(:save)
    @order.pending_payment
    if @order.awaiting_deliveries?
      # already had payment so it went straight to warehouse
      # Check for early label purchase result
      early_label_result = @order.early_label_flash_message
      flash[early_label_result[:type]] = early_label_result[:message] if early_label_result.present?
      redirect_to_return_path_or_default(order_url(@order))
    elsif @order.profit_review?
      flash[:warning] = 'Order profit not met'
      redirect_to_return_path_or_default(order_url(@order))
    else
      redirect_to_return_path_or_default(order_discounts_url(@order))
    end
  else
    flash.now[:error] = sc&.errors&.full_messages&.to_sentence.presence || 'Could not save support case for service order.'
    render :service, status: :unprocessable_entity
  end
end

#ship_confirm_service_deliveriesObject



671
672
673
674
675
676
# File 'app/controllers/orders_controller.rb', line 671

def ship_confirm_service_deliveries
  @order.deliveries.select(&:service_ready_to_fulfill?).each do |d|
    d.individual_auto_ship_confirm
  end
  redirect_to_return_path_or_default order_path(@order)
end

#shippingObject



309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
# File 'app/controllers/orders_controller.rb', line 309

def shipping
  @ship_quotable = @order
  if @order.shipping_address
    @order.label_instructions ||= @order.po_number.to_s
    phone_party = @order.contact || @order.customer
    @order.shipping_phone ||= phone_party.try(:phone) || phone_party.try(:cell_phone)
    @order.set_default_tracking_email
    if params[:shipping_updated]
      result = eval(@order.last_shipping_rate_request_result.to_s)
      handle_shipping_flash_messaging(result, params[:shipping_update_type])
    end
  else
    flash[:error] = 'Please specify an address before looking at shipping costs.'
    redirect_to_return_path_or_default shipping_address_order_path(@order)
  end
end

#shipping_addressObject



246
247
248
249
250
251
252
253
254
255
# File 'app/controllers/orders_controller.rb', line 246

def shipping_address
  @order.shipping_address_id = @order.customer.try(:shipping_address_id) || @order.customer.addresses.first.try(:id) if @order.shipping_address_id.nil?
  set_new_address
  if @order.shipping_phone.blank?
    party = @order.contact || @order.customer
    @order.shipping_phone = party.phone || party.cell_phone
    @order.shipping_phone ||= @order.customer.phone || @order.customer.cell_phone
  end
  @block_address_edit = @order.editing_locked? || (@order.has_authorized_payment? && !@context_user.manager?)
end

#showObject

GET /customers/1/orders/1
Accepts ID or reference_number (e.g., SO123456)



30
31
32
33
34
35
36
37
38
39
40
41
42
# File 'app/controllers/orders_controller.rb', line 30

def show
  if params[:shipping_updated]
    result = eval(@order.last_shipping_rate_request_result.to_s)
    handle_shipping_flash_messaging(result, params[:shipping_update_type])
  end
  # Reviews.io data is loaded lazily when reviews tab is viewed (see tab_reviews)
  respond_to do |format|
    format.html do
      # material_alerts
      @flag = @order.shipping_address.try(:country).try(:iso).try(:downcase)
    end
  end
end

#show_material_alerts_tabObject



44
45
46
47
# File 'app/controllers/orders_controller.rb', line 44

def show_material_alerts_tab
  @material_alerts = @order.get_material_alerts if @order && @order.id.present?
  render partial: '/shared/material_alerts_tab', layout: should_render_layout?
end

#splitObject



521
# File 'app/controllers/orders_controller.rb', line 521

def split; end

#split_back_order_allObject



545
546
547
548
549
550
# File 'app/controllers/orders_controller.rb', line 545

def split_back_order_all
  Order.transaction do
    @order.back_order!
  end
  redirect_to(order_url(@order))
end

#split_selectedObject



523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
# File 'app/controllers/orders_controller.rb', line 523

def split_selected
  order_splitter = Order::Splitter.new(@order)
  order_splitter.split_selected(params[:line_items], params[:txid])
  case order_splitter.last_status
  when :ok
    new_order = order_splitter.new_order
    flash[:info] =
      "Order has been split and partly back ordered. Split Back Order: <a href = '#{order_url(new_order)}'>#{new_order.reference_number}</a> (current status: #{new_order.state}). <br/>Please confirm shipping option for current order, then release from CR Hold."
    if @order.service_only_order?
      redirect_to order_discounts_url(@order)
    else
      redirect_to shipping_order_url(@order)
    end
  when :invalid, :error
    @order.errors.add(:base, order_splitter.last_message)
    render :split, status: :unprocessable_entity
  else
    flash[:error] = 'Unknown return status for split action'
    redirect_to order_path(@order)
  end
end

#tab_contactsObject



937
938
939
940
# File 'app/controllers/orders_controller.rb', line 937

def tab_contacts
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#tab_credit_memosObject



979
980
981
982
# File 'app/controllers/orders_controller.rb', line 979

def tab_credit_memos
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#tab_edi_documentsObject



968
969
970
971
972
# File 'app/controllers/orders_controller.rb', line 968

def tab_edi_documents
  authorize!(:read, @order)
  @edi_communication_logs = @order.edi_communication_logs.order(created_at: :desc)
  render layout: should_render_layout?
end

#tab_inventoryObject



957
958
959
960
961
# File 'app/controllers/orders_controller.rb', line 957

def tab_inventory
  authorize!(:read, @order)
  @item_groups = Inventory::OrderedRemainingItems.new.process(@order, nest_kit_components: true).item_groups
  render layout: should_render_layout?
end

#tab_invoicesObject



963
964
965
966
# File 'app/controllers/orders_controller.rb', line 963

def tab_invoices
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#tab_line_itemsObject



927
928
929
930
# File 'app/controllers/orders_controller.rb', line 927

def tab_line_items
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#tab_mainObject



932
933
934
935
# File 'app/controllers/orders_controller.rb', line 932

def tab_main
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#tab_marketingObject



991
992
993
994
# File 'app/controllers/orders_controller.rb', line 991

def tab_marketing
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#tab_paymentsObject



947
948
949
950
# File 'app/controllers/orders_controller.rb', line 947

def tab_payments
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#tab_reviewsObject



984
985
986
987
988
989
# File 'app/controllers/orders_controller.rb', line 984

def tab_reviews
  authorize!(:read, @order)
  # Fetch Reviews.io reviews for this order (only when reviews tab is viewed)
  prepare_order_reviews_io_data
  render layout: should_render_layout?
end

#tab_rmasObject



974
975
976
977
# File 'app/controllers/orders_controller.rb', line 974

def tab_rmas
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#tab_shippingObject



942
943
944
945
# File 'app/controllers/orders_controller.rb', line 942

def tab_shipping
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#tab_ticketsObject



952
953
954
955
# File 'app/controllers/orders_controller.rb', line 952

def tab_tickets
  authorize!(:read, @order)
  render layout: should_render_layout?
end

#updateObject

PUT /customers/1/orders/1



115
116
117
118
119
120
121
# File 'app/controllers/orders_controller.rb', line 115

def update
  if @order.update(params[:order])
    redirect_to_return_path_or_default order_url(@order)
  else
    render action: :edit, status: :unprocessable_entity
  end
end

#update_profit_marginsObject



425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
# File 'app/controllers/orders_controller.rb', line 425

def update_profit_margins
  authorize!(:manage_profit_margins, @order)

  if order_profit_margins_params.to_hash['min_profit_markup'].present?
    if @order.update(order_profit_margins_params)
      if @order.can_release_from_profit_review?
        flash[:info] = 'Order released from profit review'
        @order.release_from_profit_review # Try to release
      elsif @order.profit_review?
        flash[:error] = 'Minimum profit margins not met to allow release from profit review'
      end

      redirect_to_return_path_or_default order_path(@order)
    else
      flash.now[:error] = @order.errors_to_s.presence || 'Could not update profit margins.'
      render :profit_margins, status: :unprocessable_entity
    end
  else
    flash.now[:error] = 'Minimum profit margins cannot be empty'
    render :profit_margins, status: :unprocessable_entity
  end
end

#update_sales_support_repObject



697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
# File 'app/controllers/orders_controller.rb', line 697

def update_sales_support_rep
  authorize!(:edit_sales_support_rep, @order)

  if @order.update_sales_support_rep(
      params[:order][:sales_support_rep_id],
      params[:order][:sales_support_commission_date]
    )
    flash[:info] = 'Sales support rep and commission date have been updated successfully.'
    redirect_to_return_path_or_default order_path(@order)
  else
    flash[:error] = "Unable to update sales support rep: #{@order.errors.full_messages.join(', ')}"
    @employees = Employee.active.order(:full_name)
    render :edit_sales_support_rep, status: :unprocessable_entity
  end
end