Class: RmasController

Inherits:
CrmController show all
Includes:
Controllers::Attachable, Controllers::Destroyable, Controllers::Workflowable
Defined in:
app/controllers/rmas_controller.rb

Overview

== Schema Information

Table name: rmas

id :integer not null, primary key
rma_number :string(255)
company_id :integer
original_order_id :integer
customer_id :integer
return_shipping_address_id :integer
customer_reference :string(255)
original_po_number :string(255)
contact_name :string(255)
description :string(255)
creator_id :integer
updater_id :integer
created_at :datetime
updated_at :datetime
payment_method :string(255)
state :string(255)
uploads_count :integer
transmission_state :string(255)
legacy_transmission_email :string(255)
legacy_transmission_fax :string(255)
return_label_required :boolean not null
ship_from_address_id :integer
delivery_id :integer
transmission_email :string(255) default([]), is an Array
transmission_fax :string(255) default([]), is an Array
serial_number_state :string

Constant Summary collapse

REPLACEMENT_ORDER_TYPE_CHOICES =

Order types that can be picked when a replacement order is created from
the "choose replacement order type" screen. Kept intentionally narrower
than +Rma.replacement_order_types+ -- CO/SS/ST are configured on the RMA
itself via the Add Items form but cannot be selected here.

%w[SO TO MO].freeze

Constants included from Controllers::Attachable

Controllers::Attachable::PUBLICATIONS_PER_PAGE

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 Controllers::Workflowable

#render_workflow_error_stream, #render_workflow_success_stream, #workflow_action, #workflow_action_complete

Methods included from Controllers::Destroyable

#destroy, #perform_destroy

Methods included from Controllers::Attachable

#attach, #publication_modal, #remove_attachment, #search_library

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

#add_itemsObject



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# File 'app/controllers/rmas_controller.rb', line 166

def add_items
  @rma = Rma.includes(rma_items: [:returned_item, { returned_line_item: { item: :kit_target_item_relations } }]).find(params[:id])
  authorize! :update, @rma
  unless @rma.can_be_edited?
    redirect_to(@rma,
                error: "Cannot add items to RMA in state #{@rma.human_state_name}") && return
  end

  set_vars_for_edit_item
end

#add_multiple_imagesObject



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# File 'app/controllers/rmas_controller.rb', line 582

def add_multiple_images
  @rma = Rma.find(params[:id])
  @original_invoice = @rma.original_invoice
  @customer = @original_invoice&.customer
end

#bulk_add_itemsObject



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# File 'app/controllers/rmas_controller.rb', line 241

def bulk_add_items
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  redirect_to(@rma, error: "Cannot add items to RMA in state #{@rma.human_state_name}") && return unless @rma.can_be_edited?

  redirect_to(add_items_rma_path(@rma), error: 'RMA must be linked to an invoice to bulk add items') && return unless @rma.original_invoice.present?

  if request.post?
    # Process the bulk add
    returned_reason = params[:returned_reason]
    restocking_reason = params[:restocking_reason]
    replacement_required = params[:replacement_required] == '1'
    will_not_be_returned = params[:will_not_be_returned] == '1'

    if returned_reason.blank?
      flash.now[:error] = 'Primary Return Reason is required'
      prepare_bulk_add_items_form
      render_bulk_add_items_unprocessable and return
    end

    added_count = 0
    errors = []

    @rma.original_invoice.line_items.non_shipping.parents_only.includes(:item, children: :item).each do |line_item|
      # Skip if already returned
      already_returned = @rma.rma_items.active.where(returned_line_item_id: line_item.id).sum(:returned_item_quantity)
      next if already_returned >= line_item.quantity

      remaining_qty = line_item.quantity - already_returned
      next if remaining_qty <= 0

      # Create RMA item
      rma_item = @rma.rma_items.build(
        returned_item_id: line_item.get_item_id,
        returned_line_item_id: line_item.id,
        returned_item_description: line_item.name,
        original_qty: line_item.quantity,
        returned_item_quantity: remaining_qty,
        returned_reason: returned_reason,
        restocking_reason: restocking_reason.presence,
        replacement_required: replacement_required,
        will_not_be_returned: will_not_be_returned,
        returned_item_location: 'AVAILABLE'
      )

      if rma_item.valid?
        added_count += 1
      else
        errors << "#{line_item.sku}: #{rma_item.errors.full_messages.join(', ')}"
      end
    end

    if errors.any?
      flash.now[:error] = "Some items could not be added: #{errors.join('; ')}"
      @rma.reload
      prepare_bulk_add_items_form
      render_bulk_add_items_unprocessable and return
    end

    if @rma.save
      @rma.create_documents
      @rma.awaiting_return if @rma.requested?
      flash[:warning] = replacement_order_tracking_email_warning
      if will_not_be_returned
        flash[:info] = "Successfully added #{added_count} items to the RMA."
        redirect_to rma_path(@rma)
      else
        flash[:info] = "Successfully added #{added_count} items to the RMA. Configure return labels next."
        redirect_to edit_return_labels_rma_path(@rma)
      end
    else
      flash.now[:error] = 'Failed to save RMA items'
      @rma.reload
      prepare_bulk_add_items_form
      render_bulk_add_items_unprocessable
    end
  else
    prepare_bulk_add_items_form
  end
end

#calculate_shipping_costsObject



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# File 'app/controllers/rmas_controller.rb', line 862

def calculate_shipping_costs
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  @return_delivery = @rma.return_delivery

  if @return_delivery
    # Preload associations to avoid N+1 in the view
    @return_delivery.shipments.includes(shipment_contents: { line_item: :item }).load
    @return_delivery.line_items.includes(:item).load

    # Get all available shipping options for the country
    country_iso = @rma.customer.store.country.iso
    @all_shipping_options = ShippingOption.supported_carrier_options_for_rmas(country_iso)

    # Decide if we need to refresh rates (TTL or data changed)
    last_rate_at = @return_delivery.shipping_costs.maximum(:updated_at)
    newest_data_at = [
      @return_delivery.shipments.maximum(:updated_at),
      @return_delivery.line_items.maximum(:updated_at)
    ].compact.max

    needs_recalc = @return_delivery.shipping_costs.supported.none? ||
                   last_rate_at.nil? ||
                   (newest_data_at && last_rate_at < newest_data_at) ||
                   last_rate_at < 30.minutes.ago

    @return_delivery.retrieve_shipping_costs if needs_recalc

    costs = @return_delivery.shipping_costs.to_a
    @all_shipping_costs = costs.index_by(&:shipping_option_id)
    @shipping_costs = costs

    @suggested_packaging = @return_delivery.suggested_packaging_text
    @estimated_cost = @return_delivery.actual_shipping_cost
  else
    @shipping_costs = []
    @all_shipping_costs = {}
    @all_shipping_options = []
  end
end

#choose_replacement_order_typeObject

GET /rmas/1/choose_replacement_order_type
Rendered after update_items detects items flagged for replacement that
haven't been linked to a replacement order yet. Shows a modal asking the
user to confirm the order type to use for the replacement order.



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# File 'app/controllers/rmas_controller.rb', line 369

def choose_replacement_order_type
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  unless @rma.can_be_edited?
    redirect_to(@rma, error: "Cannot create replacement order in state #{@rma.human_state_name}") && return
  end

  @pending_replacement_items = pending_replacement_rma_items(@rma).includes(:returned_item)
  if @pending_replacement_items.none?
    redirect_to(rma_path(@rma), info: 'No items are pending replacement.') && return
  end

  @rma.replacement_order_type ||= Rma::DEFAULT_ORDER_REPLACEMENT_TYPE
  @replacement_order_type_choices = replacement_order_type_choices
end

#createObject

POST /rmas



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# File 'app/controllers/rmas_controller.rb', line 139

def create
  @rma = Rma.new(params[:rma])
  authorize!(:create, Rma)
  if @rma.save
    redirect_to add_items_rma_path(@rma)
  else
    @original_invoice = @rma.original_invoice
    @customer = @rma.customer
    set_addresses
    render action: 'new', status: :unprocessable_entity
  end
end

#create_itemsObject



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# File 'app/controllers/rmas_controller.rb', line 177

def create_items
  @rma = Rma.find(params[:id])
  authorize! :update, @rma
  @rma.assign_attributes(params[:rma])
  items = @rma.rma_items

  redirect_to(rma_path(@rma)) and return if items.empty?

  customer = @rma.customer
  errors = []

  returned_item_ids = items.map(&:returned_item_id).compact.uniq

  if returned_item_ids.any?
    if customer&.catalog
      existing_item_ids = customer.catalog.catalog_items
                                  .joins(:store_item)
                                  .where(store_items: { item_id: returned_item_ids })
                                  .pluck('store_items.item_id')
      existing_index = existing_item_ids.index_with(true)
      missing_ids = returned_item_ids - existing_index.keys

      if missing_ids.any?
        skus_by_id = Item.where(id: missing_ids).pluck(:id, :sku).to_h
        items.each do |rma_item|
          rid = rma_item.returned_item_id
          next if rid.blank? || existing_index.key?(rid)

          sku = skus_by_id[rid] || rid
          errors << "Can't find matching CatalogItem for sku <b>#{sku}</b><br>"
        end
      end
    else
      # No catalog configured: mark all returned items as missing
      skus_by_id = Item.where(id: returned_item_ids).pluck(:id, :sku).to_h
      items.each do |rma_item|
        rid = rma_item.returned_item_id
        next if rid.blank?

        sku = skus_by_id[rid] || rid
        errors << "Can't find matching CatalogItem for sku <b>#{sku}</b><br>"
      end
    end
  end

  if errors.any?
    flash[:error] = errors.uniq.join
    redirect_back_or_to(root_path)
  elsif @rma.save
    @rma.create_documents
    # Don't transition to awaiting_return yet - wait until labels are configured
    # @rma.awaiting_return if @rma.requested?

    # Redirect to edit return labels instead of return label options
    flash[:info] = 'RMA items saved successfully. Configure return labels next.'
    flash[:warning] = replacement_order_tracking_email_warning
    redirect_to edit_return_labels_rma_path(@rma)
  else
    flash.now[:error] = @rma.errors_to_s.presence || 'Could not add items to RMA.'
    set_vars_for_edit_item
    render :add_items, status: :unprocessable_entity
  end
end

#create_replacement_orderObject

PUT /rmas/1/create_replacement_order
Sets the RMA replacement_order_type (if provided by the modal) and creates
the replacement order for any rma_items flagged :replacement_required.



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# File 'app/controllers/rmas_controller.rb', line 389

def create_replacement_order
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  unless @rma.can_be_edited?
    redirect_to(rma_path(@rma), error: "Cannot create replacement order in state #{@rma.human_state_name}") && return
  end

  order_type = params.dig(:rma, :replacement_order_type).to_s
  if REPLACEMENT_ORDER_TYPE_CHOICES.include?(order_type)
    @rma.update(replacement_order_type: order_type)
  end

  if pending_replacement_rma_items(@rma).none?
    redirect_to(rma_path(@rma), info: 'No items are pending replacement.') && return
  end

  res =
    begin
      @rma.create_replacement_order
    rescue ActiveRecord::RecordInvalid, Rma::ReplacementOrderError => e
      Rails.logger.warn("Rma#create_replacement_order failed for RMA #{@rma.id}: #{e.class}: #{e.message}")
      @rma.errors.add(:base, e.message) unless @rma.errors.any?
      nil
    end

  if @rma.errors.any?
    flash[:error] = @rma.errors_to_s
    redirect_to(rma_path(@rma)) && return
  end

  order = res.respond_to?(:order) ? res.order : nil
  flash[:info] = order ? "Replacement order #{order.reference_number} created." : 'Replacement order created.'
  warning = replacement_order_tracking_email_warning
  flash[:warning] = warning if warning.present?

  redirect_to rma_path(@rma)
end

#create_return_label_optionsObject



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# File 'app/controllers/rmas_controller.rb', line 818

def create_return_label_options
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  if @rma.update(return_label_params)
    if @rma.return_label_required?
      # Create return delivery and calculate shipping costs
      @rma.create_return_delivery
      @rma.return_delivery.retrieve_shipping_costs

      flash[:info] = 'Return label options saved. Shipping costs calculated.'
      redirect_to calculate_shipping_costs_rma_path(@rma)
    else
      # If no labels are needed and a return delivery exists, remove it (and its labels)
      if @rma.return_delivery
        delivery = @rma.return_delivery
        @rma.update(return_delivery_id: nil)
        delivery.destroy
      end

      # Transition to awaiting_return now that we know no labels are needed
      # This will trigger the email callback (only if transitioning from requested)
      if @rma.requested?
        @rma.awaiting_return
        @rma.generate_return_instructions_pdf unless @rma.service_only?
        # Queue any draft RMA communications now that instructions are ready
        @rma.communications.where(state: 'draft', email_template: EmailTemplate.find_by(system_code: 'RMA')).each(&:queue)
      elsif Communication.where(resource: @rma, state: 'draft').exists?
        # Regenerate instructions and update attachments on draft communications
        @rma.generate_return_instructions_pdf unless @rma.service_only?
      end

      flash[:info] = 'Return label options saved. No return labels required.'
      redirect_to_return_path_or_default rma_path(@rma)
    end
  else
    flash.now[:error] = @rma.errors_to_s.presence || 'Could not save return label options.'
    @customer = @rma.customer
    @original_invoice = @rma.original_invoice
    @shipping_options = ShippingOption.supported_carrier_options_for_rmas(@rma&.customer&.store&.country&.iso)
    render :return_label_options, status: :unprocessable_entity
  end
end

#customer_detailObject



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# File 'app/controllers/rmas_controller.rb', line 629

def customer_detail
  customer_id = params[:customer_id].presence
  @customer = Customer.find_by(id: customer_id)
  if @customer
    hsh = {
      id: @customer.id,
      reference_number: @customer.reference_number,
      full_name: @customer.full_name,
      primary_sales_rep_id: @customer.primary_sales_rep_id,
      primary_sales_rep_name: @customer.primary_sales_rep&.full_name
    }
    hsh[:contacts] = @customer.contacts.active.map do |cnt|
      {
        id: cnt.id,
        full_name: cnt.full_name
      }
    end
    hsh[:addresses] = @customer.addresses.map do |addr|
      {
        id: addr.id,
        to_s: addr.to_s
      }
    end
  else
    hsh = { not_found: '1' }
  end
  respond_to do |format|
    format.json do
      render json: hsh
    end
  end
end

#discard_pending_replacementsObject

PUT /rmas/1/discard_pending_replacements
Clears the :replacement_required flag on every rma_item that was flagged
for replacement but hasn't been linked to a replacement order yet. Used
when the user backs out of the "choose replacement order type" screen
without creating a replacement order.



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# File 'app/controllers/rmas_controller.rb', line 433

def discard_pending_replacements
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  unless @rma.can_be_edited?
    redirect_to(rma_path(@rma), error: "Cannot clear pending replacements in state #{@rma.human_state_name}") && return
  end

  cleared = pending_replacement_rma_items(@rma)
           .update_all(replacement_required: false, updated_at: Time.current)

  if cleared.positive?
    flash[:info] = "Cleared 'Replace' from #{helpers.pluralize(cleared, 'item')}. No replacement order was created."
  end

  redirect_to rma_path(@rma)
end

#do_add_multiple_imagesObject



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# File 'app/controllers/rmas_controller.rb', line 588

def do_add_multiple_images
  @rma = Rma.find(params[:id])

  # Handle both old and new upload methods
  if params[:rma].present? && params[:rma][:upload_ids].present?
    # New uppy.js method - upload_ids contains Upload IDs from S3/Wasabi
    upload_ids = begin
      JSON.parse(params[:rma][:upload_ids])
    rescue StandardError
      []
    end

    if upload_ids.present?
      # Find the uploads and attach them to the RMA
      uploads = Upload.where(id: upload_ids)

      if uploads.present?
        # Update uploads to be associated with this RMA and clear expiration so they aren't auto-deleted
        uploads.update_all(resource_type: 'Rma', resource_id: @rma.id, category: 'photo', expiration_date: nil)
        redirect_to(@rma, notice: "Successfully attached #{uploads.length} image(s).")
      else
        redirect_to(@rma, alert: 'Failed to find uploaded images. Please try again.')
      end
    else
      redirect_to(@rma, alert: 'No images selected for upload.')
    end
  else
    # Fallback to old method for backward compatibility
    attachments_list = Upload.where(id: params[:upload_ids]) if params[:upload_ids].present?
    type = attachments_list&.map(&:attachment_mime_type)&.map { |i| i.split('/', 2).first } || []

    if attachments_list.present? && type.uniq.size == 1 && type.first == 'image'
      attachments_list.update_all(resource_type: 'Rma', resource_id: @rma.id, category: 'photo', expiration_date: nil)
      redirect_to(@rma, notice: 'Images have been attached successfully.')
    else
      attachments_list&.destroy_all
      redirect_to(@rma, alert: 'Unable to attach images. Only image formats are allowed.')
    end
  end
end

#editObject

GET /rmas/1/edit



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# File 'app/controllers/rmas_controller.rb', line 125

def edit
  @rma = Rma.find(params[:id])
  authorize!(:update, @rma)
  unless @rma.can_be_edited?
    redirect_to(@rma,
                error: "Cannot edit RMA in state #{@rma.human_state_name}") && return
  end

  @original_invoice = @rma.original_invoice
  @customer = @original_invoice&.customer
  set_addresses
end

#edit_itemsObject

GET /rmas/1/edit



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# File 'app/controllers/rmas_controller.rb', line 324

def edit_items
  @rma = Rma.includes(rma_items: [:returned_item, { returned_line_item: { item: :kit_target_item_relations } }]).find(params[:id])
  authorize! :update, @rma

  return if @rma.can_be_edited?

  redirect_to(@rma, error: "Cannot edit items to RMA in state #{@rma.human_state_name}") && return
end

#edit_return_labelsObject



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# File 'app/controllers/rmas_controller.rb', line 333

def edit_return_labels
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  return if @rma.can_be_edited?

  redirect_to(@rma, error: "Cannot generate return labels to RMA in state #{@rma.human_state_name}") && return
end

#finish_receive_itemsObject



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# File 'app/controllers/rmas_controller.rb', line 718

def finish_receive_items
  @rma = Rma.where(state: %w[awaiting_return awaiting_inspection partially_returned]).find(params[:id])
  authorize! :receive_items, @rma
  @rma.assign_attributes(params[:rma]) if params[:rma].present?
  rma_item_ids = []
  if params[:rma][:rma_items_attributes].present?
    rma_items_params = params[:rma][:rma_items_attributes].to_h
    rma_items_params.each { |_, v| rma_item_ids << { rma_item_id: v['id'].to_i, qty_to_receive: v['qty_to_receive'].to_i } if v['state_event'] == 'returned' }
  end
  label_rma_item_ids = @rma.rma_items.select { |ri| ri.print_label.to_b }.map(&:id).compact
  success = false
  Rma.transaction do
    success = @rma.rma_items.all?(&:save)
    @rma.create_credit_order(rma_item_ids)
  end
  if success
    Shipping::ReturnShippingInsurance.new.start_external_tracking(@rma)
    if label_rma_item_ids.present?
      flash[:info] = "RMA Updated, let's print some labels"
      redirect_to print_labels_rma_items_path(rma_item_ids: label_rma_item_ids)
    else
      flash[:info] = 'RMA Updated'
      redirect_to_return_path_or_default rma_path(@rma)
    end
  else
    flash.now[:error] = @rma.errors_to_s.presence || 'Could not finish receive items.'
    @returnable_items = @rma.rma_items.returnable
    render :receive_items, status: :unprocessable_entity
  end
end

#generate_return_labelsObject

def generate_return_labels
@rma = Rma.find(params[:id])
if params[:rma][:number_of_return_labels_required].present?
@rma.update(number_of_return_labels_required: params[:rma][:number_of_return_labels_required], shipping_option_id: params[:rma][:shipping_option_id])
@rma.create_return_delivery
end
if @rma.return_label_required?
res = @rma.generate_return_labels # this will move rma to awaiting_return if all correctly generated
if @rma.awaiting_return?
@rma.generate_return_instructions_pdf unless @rma.service_only?
end
if res[:status] == :ok
flash[:info] = "RMA return labels were successfully created."
else
flash[:error] = "Return labels could not be generated!#raw HTML omitted -->')".html_safe
end
redirect_to(rma_path(@rma, anchor: "return_labels"))
else
flash[:error] = "Return labels not required for this RMA!"
redirect_to(rma_path(@rma))
end
end



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# File 'app/controllers/rmas_controller.rb', line 474

def generate_return_labels
  @rma = Rma.find(params[:id])
  if params[:rma].present? && params[:rma][:number_of_return_labels_required].present?
    if @rma.update(number_of_return_labels_required: params[:rma][:number_of_return_labels_required],
                   shipping_option_id: params[:rma][:shipping_option_id])
      @rma.create_return_delivery
      if @rma.return_label_required?
        res = @rma.generate_return_labels
        if @rma.awaiting_return?
          @rma.generate_return_instructions_pdf unless @rma.service_only?
        end
        if res[:status] == :ok
          Shipping::ReturnShippingInsurance.new.book_internal_insurance(@rma)
          flash[:info] = 'RMA return labels were successfully created.'
        else
          flash[:error] = "Return labels could not be generated!<br/>#{res[:errors].join('<br/>')}".html_safe
        end
        redirect_to(rma_path(@rma, tab: 'return_labels'))
      else
        flash[:error] = 'Return labels not required for this RMA!'
        redirect_to(rma_path(@rma))
      end
    else
      flash[:error] = @rma.errors.full_messages.join(', ')
      redirect_to edit_return_labels_rma_path(@rma)
    end
  else
    flash[:error] = 'Number of return labels is required!'
    redirect_to edit_return_labels_rma_path(@rma)
  end
end

#indexObject

GET /rmas



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# File 'app/controllers/rmas_controller.rb', line 49

def index
  redirect_to new_search_path(type: 'RmaSearch')
end

#newObject

GET /rmas/new



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# File 'app/controllers/rmas_controller.rb', line 80

def new
  authorize!(:create, Rma)
  @rma = Rma.new(params[:rma])
  @rma.number_of_return_labels_required = nil # start off at null for validation
  # @rma.rma_items.build(:replacement_required => false)
  @original_invoice = Invoice.find(params[:invoice_id]) if params[:invoice_id].present?
  @original_order = @original_invoice.order if @original_invoice.present?
  @original_order ||= Order.find(params[:order_id]) if params[:order_id].present?
  @customer = Customer.find(params[:customer_id]) if params[:customer_id].present?
  @customer ||= @original_order.customer if @original_order.present?
  @customer ||= @original_invoice.customer if @original_invoice.present?

  @rma.replacement_order_type ||= Rma::DEFAULT_ORDER_REPLACEMENT_TYPE
  set_addresses
  if @original_invoice.present?
    @customer = @original_invoice.customer
    @line_items = @original_invoice.line_items.non_shipping.parents_only.includes(:item, children: :item)
    @rma.company_id = @original_invoice.store.present? ? @original_invoice.store.company_id : @original_order.store.company_id
    @rma.customer_id = @original_invoice.customer_id
    @rma.original_order_id = (@original_order.presence&.id)
    @rma.original_invoice_id = @original_invoice.id
    @rma.original_po_number = @original_invoice.po_number
    @rma.return_shipping_address_id = @original_invoice.store.present? ? @original_invoice.store.warehouse_address_id : @original_order.store.warehouse_address_id
    @rma.ship_from_address_id = @original_invoice.shipping_address_id
    @rma.customer_reference = (@original_order.presence&.customer_reference)
    @rma.send_from = @original_invoice.customer.primary_sales_rep
    @rma.contact_name = if @original_order.present?
                          @original_order.contact&.full_name
                        elsif @original_invoice.shipping_address&.person_name.present?
                          @original_invoice.shipping_address.person_name
                        end
    @rma.payment_method = 'Original Payment Method'
    @rma.number_of_return_labels_required = @original_order.present? ? @original_order.shipments.completed.size : nil
  elsif @customer.present?
    @line_items = []
    @rma.company_id = @customer.store.company_id
    @rma.customer_id = @customer.id
    @rma.ship_from_address_id = @customer.shipping_address_id
    @rma.send_from = @customer.primary_sales_rep
    @rma.payment_method = 'Check'
  end
  @rma.set_default_notification_channels
end

#order_detailObject



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# File 'app/controllers/rmas_controller.rb', line 662

def order_detail
  @order = Order.returnable_types.find_by(id: params[:order_id])

  respond_to do |format|
    format.json do
      if @order.nil?
        render json: { status: :not_found }
      else
        @response_data = {
          status: :found,
          order_id: @order.id,
          customer_reference: @order.customer_reference,
          original_po_number: @order.po_number,
          contact_id: @order.contact_id,
          contact_full_name: @order.contact&.full_name,
          shipping_address: {
            id: @order.shipping_address_id,
            description: @order.shipping_address&.to_s
          }
        }
        render json: @response_data
      end
    end
  end
end


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# File 'app/controllers/rmas_controller.rb', line 769

def print_serial_number_labels
  @rma = Rma.find(params[:id])
  pdf = SerialNumber.generate_super_label_pdf(@rma.serial_numbers)
  redirect_to upload_path(pdf)
end

#quotes_lookupObject



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# File 'app/controllers/rmas_controller.rb', line 688

def quotes_lookup
  q = params[:q].presence
  customer_id = params[:customer_id].presence
  quotes = Quote.joins(:opportunity).where(Opportunity[:customer_id].eq(customer_id)) if customer_id.present?
  quotes = quotes.like_lookup(q) if q.present?
  quotes = quotes.order('quotes.reference_number DESC')
  render json: TomSelect.format_json_results(self, quotes, params[:page], params[:per_page], :id,
                                           :selection_name)
end

#reason_codesObject



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# File 'app/controllers/rmas_controller.rb', line 775

def reason_codes
  if params[:item_id].present?
    item = Item.find(params[:item_id])
    results = item.rma_reason_codes.order(:code)
    if (q = params[:q].presence)
      results = results.where(
        'rma_reason_codes.code ILIKE :q OR rma_reason_codes.description ILIKE :q', q: "%#{q}%"
      )
    end
  else
    results = RmaReasonCode.none
  end

  json_data = TomSelect.format_json_results(self, results, 1, 1000) do |r|
    {
      id: r.code,
      code: r.code,
      description: r.description,
      text: r.code_and_description,
      default_location: r.default_location
    }
  end

  render json: json_data
end

#receive_itemsObject



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# File 'app/controllers/rmas_controller.rb', line 698

def receive_items
  @rma = Rma.where(state: %w[awaiting_return awaiting_inspection partially_returned]).find(params[:id])
  authorize! :receive_items, @rma
  @returnable_items = @rma.rma_items.returnable
  if @returnable_items.present?
    @returnable_items.each do |i|
      i.arrival_datetime ||= Time.current
      i.restocking_reason = i.returned_reason if i.restocking_reason.nil?
      i.possible_serial_numbers.each do |sn|
        i.serial_numbers << sn unless i.serial_numbers.include?(sn)
      end
      i.qty_to_receive = i.returned_item_quantity
    end
  else
    flash[:error] =
      'No returnable items present, either all items are already received/voided or were marked as will not be returned'
    redirect_to_return_path_or_default rma_path(@rma)
  end
end

#reset_shipping_stateObject



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# File 'app/controllers/rmas_controller.rb', line 557

def reset_shipping_state
  rma = Rma.find(params[:id])
  authorize! :update, rma

  # Check if RMA is in the limbo state we want to fix
  if rma.requested? && !rma.number_of_return_labels_required.zero? && rma.return_delivery.present?
    Rma.transaction do
      # Set return labels required to 0
      rma.update!(number_of_return_labels_required: 0)

      # Clear the foreign key reference first, then destroy the delivery
      delivery = rma.return_delivery
      rma.update!(return_delivery_id: nil)
      delivery.destroy! if delivery

      # Transition to awaiting_return since items are already physically received
      rma.awaiting_return!
    end

    redirect_to(rma, notice: 'RMA shipping state has been reset. Return labels requirement removed and RMA advanced to awaiting_return state.')
  else
    redirect_to(rma, error: 'RMA is not in the correct state for shipping reset. Must be in requested state with return labels required and return delivery present.')
  end
end

#return_label_optionsObject



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# File 'app/controllers/rmas_controller.rb', line 801

def return_label_options
  @rma = Rma.find(params[:id])
  authorize! :update, @rma
  unless @rma.can_be_edited?
    redirect_to(@rma,
                error: "Cannot configure return labels for RMA in state #{@rma.human_state_name}") && return
  end

  @customer = @rma.customer
  @original_invoice = @rma.original_invoice
  @shipping_options = ShippingOption.supported_carrier_options_for_rmas(@rma&.customer&.store&.country&.iso)

  # Pre-populate with existing values if any
  @rma.number_of_return_labels_required ||= 0
  @rma.shipping_option_id ||= @shipping_options.first&.last
end

#save_shipping_and_generate_labelsObject



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# File 'app/controllers/rmas_controller.rb', line 925

def save_shipping_and_generate_labels
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  if params[:shipping_option_id].blank?
    flash[:error] = 'Please select a shipping option.'
    redirect_to calculate_shipping_costs_rma_path(@rma) and return
  end

  # Save the selected shipping option without re-rating
  @rma.update(shipping_option_id: params[:shipping_option_id])

  if @rma.return_delivery
    @rma.return_delivery.update(shipping_option_id: params[:shipping_option_id])
  else
    @rma.create_return_delivery
  end

  if @rma.return_label_required?
    res = @rma.generate_return_labels
    @rma.generate_return_instructions_pdf if @rma.awaiting_return? && !@rma.service_only?

    if res[:status] == :ok
      Shipping::ReturnShippingInsurance.new.book_internal_insurance(@rma)
      # Queue any draft RMA communications now that labels and instructions are ready
      @rma.communications.where(state: 'draft', email_template: EmailTemplate.find_by(system_code: 'RMA')).each(&:queue)
      flash[:info] = 'RMA return labels were successfully created.'
      redirect_to rma_path(@rma)
    else
      # Carrier API failure: send the user back to the shipping cost screen
      # instead of the RMA show page so they can pick another option and
      # retry without losing context.
      flash[:error] = "Return labels could not be generated!<br/>#{res[:errors].join('<br/>')}".html_safe
      redirect_to calculate_shipping_costs_rma_path(@rma)
    end
  else
    flash[:error] = 'Return labels not required for this RMA!'
    redirect_to rma_path(@rma)
  end
end

#set_addressesObject



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# File 'app/controllers/rmas_controller.rb', line 755

def set_addresses
  @addresses = if @original_invoice.present? && @customer.present?
                 @customer.all_addresses.to_a.concat([@original_invoice.shipping_address]).uniq
               elsif @original_invoice.present?
                 @original_invoice.customer.all_addresses.to_a.concat([@original_invoice.shipping_address]).uniq
               elsif @customer.present?
                 @customer.all_addresses.to_a
               else
                 []
               end

  @addresses << @rma.company.stores.first.warehouse_address if @rma.company_id.present?
end

#showObject

GET /rmas/1
Accepts ID or rma_number (e.g., RMA123456)



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# File 'app/controllers/rmas_controller.rb', line 55

def show
  rma_scope = Rma.includes(
    return_delivery: [
      :origin_address,
      :destination_address,
      { rma_for_return: :customer },
      { shipments: { delivery: %i[origin_address destination_address] } }
    ]
  )
  @rma = find_by_id_or_reference(Rma, :rma_number, scope: rma_scope)
  @attachments = @rma.uploads
  @pagy_activities, @activities = pagy(@rma.activities.natural_order)
  set_context(@rma)
  respond_to do |format|
    format.html # show.html.erb
    format.pdf do
      send_data Pdf::Document::ReturnInstructions.call(@rma, output_to_file: false).pdf_data,
                filename: @rma.instructions_file_name,
                type: 'application/pdf',
                disposition: 'inline'
    end
  end
end

#tab_attachmentsObject



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# File 'app/controllers/rmas_controller.rb', line 1030

def tab_attachments
  load_and_authorize_rma
  render layout: should_render_layout?
end

#tab_mainObject

Tab actions for turbo-tabs lazy loading



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# File 'app/controllers/rmas_controller.rb', line 1012

def tab_main
  load_and_authorize_rma
  render layout: should_render_layout?
end

#tab_return_labelsObject



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# File 'app/controllers/rmas_controller.rb', line 1022

def tab_return_labels
  @rma = Rma.includes(
    return_delivery: { shipments: %i[shipment_contents child_shipments] }
  ).find(params[:id])
  authorize!(:read, @rma)
  render layout: should_render_layout?
end

#tab_rma_itemsObject



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# File 'app/controllers/rmas_controller.rb', line 1017

def tab_rma_items
  load_and_authorize_rma
  render layout: should_render_layout?
end

#transmitObject



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# File 'app/controllers/rmas_controller.rb', line 749

def transmit
  @rma = Rma.find(params[:id])
  com_params = CommunicationBuilder.new(resource: @rma, current_user: current_user).to_params
  redirect_to new_communication_path(com_params.merge(return_path: rma_path(@rma)))
end

#unreturn_rmaObject



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# File 'app/controllers/rmas_controller.rb', line 545

def unreturn_rma
  rma = Rma.find(params[:id])
  authorize! :unreturn_rma, rma
  rma.unreturn_all_items
  rma.reload
  if rma.awaiting_return?
    redirect_to(rma, notice: 'RMA has been unreturned.')
  else
    redirect_to(rma, error: 'Unable to unreturn RMA')
  end
end

#unreturn_rma_itemObject



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# File 'app/controllers/rmas_controller.rb', line 533

def unreturn_rma_item
  rma = Rma.find(params[:id])
  authorize! :unreturn_rma_item, rma
  rma_item = rma.rma_items.find(params[:rma_item_id])

  if rma_item.unreturn
    redirect_to(rma, notice: 'RMA item has been unreturned.')
  else
    redirect_to(rma, error: 'Unable to unreturn RMA item.')
  end
end

#unvoid_rmaObject



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# File 'app/controllers/rmas_controller.rb', line 523

def unvoid_rma
  rma = Rma.find(params[:id])
  rma.unvoid_all_items_and_self
  if rma.awaiting_return?
    redirect_to(rma, notice: 'RMA has been unvoided.')
  else
    redirect_to(rma, error: 'Unable to unvoid RMA')
  end
end

#updateObject

PUT /rmas/1



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# File 'app/controllers/rmas_controller.rb', line 153

def update
  @rma = Rma.find(params[:id])
  if @rma.update(params[:rma])
    Shipping::ReturnShippingInsurance.new.start_external_tracking(@rma)
    redirect_to_return_path_or_default rma_path(@rma)
  else
    @original_invoice = @rma.original_invoice
    @customer = @rma.customer
    set_addresses
    render :edit, status: :unprocessable_entity
  end
end

#update_itemsObject

PUT /rmas/1



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# File 'app/controllers/rmas_controller.rb', line 343

def update_items
  @rma = Rma.find(params[:id])
  authorize! :update, @rma
  if @rma.can_be_edited?
    (params.to_h.dig(:rma, :rma_items_attributes) || {}).values.map { |a| a.transform_values(&:presence).compact }.each do |ri|
      if ri[:id].present?
        rma_item = RmaItem.find ri[:id]
        rma_item.update(ri)
      end
    end
    @rma.has_auto_return_items? ? @rma.needs_auto_return_review : @rma.update(state: 'awaiting_return')

    if pending_replacement_rma_items(@rma).any?
      redirect_to choose_replacement_order_type_rma_path(@rma) and return
    end
  else
    flash[:error] = "Cannot edit items to RMA in state #{@rma.human_state_name}"
  end

  redirect_to_return_path_or_default rma_path(@rma)
end

#update_return_labels_and_calculate_shippingObject



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# File 'app/controllers/rmas_controller.rb', line 966

def update_return_labels_and_calculate_shipping
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  # Skip shipping option validation during this step
  @rma.skip_shipping_option_validation = true

  if @rma.update(return_label_params)
    if @rma.return_label_required?
      # Create return delivery and calculate shipping costs
      @rma.create_return_delivery
      @rma.return_delivery.retrieve_shipping_costs

      flash[:info] = 'Return label options saved. Shipping costs calculated.'
      redirect_to calculate_shipping_costs_rma_path(@rma)
    else
      # If no labels are needed and a return delivery exists, remove it (and its labels)
      if @rma.return_delivery
        delivery = @rma.return_delivery
        @rma.update(return_delivery_id: nil)
        delivery.destroy
      end

      # Transition to awaiting_return now that we know no labels are needed
      # This will trigger the email callback (only if transitioning from requested)
      if @rma.requested?
        @rma.awaiting_return
        @rma.generate_return_instructions_pdf unless @rma.service_only?
        # Queue any draft RMA communications now that instructions are ready
        @rma.communications.where(state: 'draft', email_template: EmailTemplate.find_by(system_code: 'RMA')).each(&:queue)
      elsif Communication.where(resource: @rma, state: 'draft').exists?
        # Regenerate instructions and update attachments on draft communications
        @rma.generate_return_instructions_pdf unless @rma.service_only?
      end

      flash[:info] = 'Return label options saved. No return labels required.'
      redirect_to_return_path_or_default rma_path(@rma)
    end
  else
    @customer = @rma.customer
    @original_invoice = @rma.original_invoice
    render :edit_return_labels, status: :unprocessable_entity
  end
end

#update_shipping_optionObject



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# File 'app/controllers/rmas_controller.rb', line 904

def update_shipping_option
  @rma = Rma.find(params[:id])
  authorize! :update, @rma

  if params[:shipping_option_id].present?
    @rma.update(shipping_option_id: params[:shipping_option_id])

    if @rma.return_delivery
      @rma.return_delivery.update(shipping_option_id: params[:shipping_option_id])
      @rma.return_delivery.shipping_costs.destroy_all
      @rma.return_delivery.retrieve_shipping_costs
    end

    flash[:info] = 'Shipping option updated successfully.'
  else
    flash[:error] = 'No shipping option selected.'
  end

  redirect_to calculate_shipping_costs_rma_path(@rma)
end

#void_rmaObject



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# File 'app/controllers/rmas_controller.rb', line 506

def void_rma
  rma = Rma.find(params[:id])
  rma.void_all_items_and_self
  if rma.voided?
    msg = ''
    if rma.orders.present?
      replacement_orders_msg = rma.orders.map do |o|
        "<a href='#{order_path(o)}'>order #{o.reference_number}</a>"
      end.join(', ')
      msg = "You should cancel any replacement orders (#{replacement_orders_msg}) if they are no longer required."
    end
    redirect_to(rma, notice: "RMA has been voided. #{msg}")
  else
    redirect_to(rma, error: 'Unable to void RMA')
  end
end