Class: CallRecordsController

Inherits:

CrmController

Object
ActionController::Base
ApplicationController
CrmController
CallRecordsController

show all

Defined in:: app/controllers/call_records_controller.rb

Overview

Controller: call records.

Constant Summary

Constants included from Www::SeoHelper

Constants included from IconHelper

IconHelper::CUSTOM_ICON_MAP, IconHelper::CUSTOM_SVG_DIR, IconHelper::DEFAULT_FAMILY

Instance Method Summary collapse

#attach_caller ⇒ Object
POST /call_records/:id/attach_caller.
#create_customer ⇒ Object
POST /call_records/:id/create_customer Creates a lead Customer for an unmatched voicemail caller and a completed follow-up Activity, then returns to the call record.
#download ⇒ Object
#generate_embedding ⇒ Object
POST /call_records/:id/generate_embedding Creates semantic embedding for search.
#index ⇒ Object
#mark_as_read ⇒ Object
#match_caller ⇒ Object
POST /call_records/:id/match_caller.
#rerun_enrichment ⇒ Object
POST /call_records/:id/rerun_enrichment Re-runs call analysis so voicemail caller identity can update the placeholder Customer/Contact records.
#show ⇒ Object
#summarize ⇒ Object
POST /call_records/:id/summarize Generates AI summary from the transcript.
#swap_speakers ⇒ Object
POST /call_records/:id/swap_speakers Swaps speaker labels in the transcript (Agent <-> Customer) Used when AI speaker detection assigned speakers incorrectly.
#toggle_unread ⇒ Object
#transcribe ⇒ Object
POST /call_records/:id/transcribe Queues transcription via AssemblyAI with speaker diarization.
#update ⇒ Object

Methods inherited from CrmController

#access_denied, #context_id, #context_object, #crm_home_path, #current_ability, #default_url_options, #download_temp, #get_tempfile_path_for_download, #init_status_job_collector, #initialize_crm_lazy_chunks, #persist_enqueued_status_jobs, #record_not_found, #redirect_to_job_or_fallback, #render_edit_action, #set_context, #set_download_path, #stash_file_for_temp_download, #sync_admin_presence_cookie

Methods inherited from ApplicationController

#account_impersonated?, #add_to_flash, #after_sign_in_path_for, #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::TurboSafeRedirect

#redirect_to

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, #render_unpermitted_parameters, #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_edge_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!, #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, #embedded_tab_frame_id, #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, #add_webpage_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

#attach_caller ⇒ `Object`

POST /call_records/:id/attach_caller

# File 'app/controllers/call_records_controller.rb', line 248

def attach_caller
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)

  new_party_id = params.dig(:attach, :party_id).presence
  unless @call_record.voicemail? && @call_record.origin_party.nil? && new_party_id
    flash[:error] = 'Caller is already matched, record is not a voicemail, or no party selected'
    return redirect_to call_record_path(@call_record)
  end

  party = Party.find_by(id: new_party_id)
  unless party
    flash[:error] = 'Party not found'
    return redirect_to call_record_path(@call_record)
  end

  @call_record.origin_party = party
  @call_record.origin_name = party.full_name
  @call_record.save!

  party.contact_points.create!(category: ContactPoint::PHONE, detail: @call_record.origin_number) if @call_record.origin_number.present? && party.contact_points.where(detail: @call_record.origin_number).none?

  flash[:info] = "#{party.full_name} linked as caller"
  redirect_to call_record_path(@call_record)
end

#create_customer ⇒ `Object`

POST /call_records/:id/create_customer
Creates a lead Customer for an unmatched voicemail caller and a completed
follow-up Activity, then returns to the call record.

# File 'app/controllers/call_records_controller.rb', line 216

def create_customer
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)

  unless @call_record.voicemail? && @call_record.origin_party.nil?
    flash[:error] = 'Caller is already matched or record is not a voicemail'
    return redirect_to call_record_path(@call_record)
  end

  # A matching party may have appeared since the voicemail arrived.
  @call_record.match_origin_party(force: true)
  if @call_record.origin_party
    @call_record.save!
    flash[:info] = "An existing matching party was discovered: #{@call_record.origin_party.full_name}"
    return redirect_to call_record_path(@call_record)
  end

  followup = CallRecordProcessing::VoicemailFollowup.new(@call_record)
  customer = followup.create_customer(person_name: params.dig(:new_customer, :person_name))
  if customer&.persisted?
    if followup.create_activity(completed: true)
      flash[:info] = "Created customer #{customer.full_name} and logged the voicemail activity."
    else
      flash[:warning] = "Created customer #{customer.full_name}, but the voicemail activity could not be logged."
    end
  else
    flash[:error] = 'Could not create a customer for this voicemail.'
  end
  redirect_to call_record_path(@call_record)
end

#download ⇒ `Object`

# File 'app/controllers/call_records_controller.rb', line 81

def download
  cr = CallRecord.find(params[:id])
  send_upload_accelerated(cr.upload, file_name: "call_record_#{cr.id}_#{cr.origin_number}_#{cr.destination_number}.oga", download: true)
end

#generate_embedding ⇒ `Object`

POST /call_records/:id/generate_embedding
Creates semantic embedding for search

# File 'app/controllers/call_records_controller.rb', line 156

def generate_embedding
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)

  if @call_record.transcript.blank?
    flash[:warning] = 'No transcript available. Run transcription first.'
    return redirect_to @call_record
  end

  if @call_record.generate_embedding!(:primary, force: true)
    flash[:info] = 'Embedding generated successfully'
  else
    flash[:warning] = 'Failed to generate embedding'
  end

  redirect_to @call_record
end

#index ⇒ `Object`

# File 'app/controllers/call_records_controller.rb', line 4

def index
  authorize!(:read, CallRecord)

  # Find party from various route params
  party_id = params[:party_id] || params[:customer_id] || params[:contact_id] || params[:employee_id]
  @party = Party.find_by(id: party_id) if party_id.present?

  # Initialize ransack params
  params[:q] ||= {}

  # Sync party filter into ransack params so the form displays correctly.
  # Skip the default current_user scope when:
  #   - destination_filter is present (voicemail watchlist already scopes)
  #   - user is a manager (can view "All Unread Voicemails")
  #   - user can :manage CallRecord (admin)
  if @party
    params[:q][:origin_party_id_or_destination_party_id_eq] ||= @party.id
  elsif params[:q][:origin_party_id_or_destination_party_id_eq].blank? &&
        params[:q][:destination_filter].blank? &&
        !current_account&.is_manager? &&
        !can?(:manage, CallRecord)
    params[:q][:origin_party_id_or_destination_party_id_eq] = current_user.id
  end

  pre_process_filters
  @q = CallRecord.ransack(params[:q])

  # Default to newest first, but preserve pg_search's relevance ranking when using transcript_search
  @q.sorts = 'id desc' if @q.sorts.blank? && params.dig(:q, :transcript_search).blank?

  @pagy, @call_records = pagy(@q.result.includes(:origin_party, :destination_party, :upload, :call_record_embeddings), limit: 100)

  # Load filter options for AI analysis fields
  load_filter_options
end

#mark_as_read ⇒ `Object`

# File 'app/controllers/call_records_controller.rb', line 58

def mark_as_read
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)
  @call_record.mark_as_read!
  @return_path = params[:return_path].presence || call_records_path

  respond_to do |format|
    format.turbo_stream
    format.html { redirect_to @return_path }
  end
end

#match_caller ⇒ `Object`

POST /call_records/:id/match_caller

# File 'app/controllers/call_records_controller.rb', line 194

def match_caller
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)

  unless @call_record.voicemail? && @call_record.origin_party.nil?
    flash[:error] = 'Caller is already matched or record is not a voicemail'
    return redirect_to call_record_path(@call_record)
  end

  @call_record.match_origin_party(force: true)
  if @call_record.origin_party
    @call_record.save!
    flash[:info] = "Found matching party: #{@call_record.origin_party.full_name}"
  else
    flash[:warning] = 'No matching party found'
  end
  redirect_to call_record_path(@call_record)
end

#rerun_enrichment ⇒ `Object`

POST /call_records/:id/rerun_enrichment
Re-runs call analysis so voicemail caller identity can update the placeholder Customer/Contact records.

# File 'app/controllers/call_records_controller.rb', line 133

def rerun_enrichment
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)

  unless @call_record.voicemail?
    flash[:warning] = 'Caller enrichment is only available for voicemails.'
    return redirect_to @call_record
  end

  if @call_record.assemblyai_transcript_id.blank?
    flash[:warning] = 'No completed transcript available. Run transcription first.'
    return redirect_to @call_record
  end

  CallRecordProcessing::TranscriptionService.new(@call_record).run_call_analysis(@call_record.assemblyai_transcript_id)
  Rails.logger.info "[CallRecordsController#rerun_enrichment] Re-ran enrichment for CallRecord #{@call_record.id}"

  flash[:info] = 'Caller enrichment completed. Customer/contact details were updated if caller details were found.'
  redirect_to @call_record
end

#show ⇒ `Object`

# File 'app/controllers/call_records_controller.rb', line 40

def show
  @call_record = CallRecord.find(params[:id])
  authorize!(:read, @call_record)

  return unless @call_record.unread? && (params[:mark_as_read].to_b || @call_record.destination_party_id == current_user.id)

  @call_record.mark_as_read!
  notice = "Voicemail marked as read. #{view_context.link_to('Undo', toggle_unread_call_record_path(@call_record, return_path: request.path), data: { turbo_method: :post })}"
  flash.now[:notice] = notice
end

#summarize ⇒ `Object`

POST /call_records/:id/summarize
Generates AI summary from the transcript

# File 'app/controllers/call_records_controller.rb', line 115

def summarize
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)

  if @call_record.transcript.blank?
    flash[:warning] = 'No transcript available. Run transcription first.'
    return redirect_to @call_record
  end

  jid = CallRecordSummaryWorker.perform_async(call_record_id: @call_record.id)
  Rails.logger.info "[CallRecordsController#summarize] Queued summary job #{jid} for CallRecord #{@call_record.id}"

  flash[:info] = 'AI summary generation queued.'
  redirect_to @call_record
end

#swap_speakers ⇒ `Object`

POST /call_records/:id/swap_speakers
Swaps speaker labels in the transcript (Agent <-> Customer)
Used when AI speaker detection assigned speakers incorrectly

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

def swap_speakers
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)

  if @call_record.structured_transcript_json.blank?
    flash[:warning] = 'No transcript available to swap speakers.'
    return redirect_to @call_record
  end

  # Swap speakers in the structured transcript
  swap_speaker_labels!

  flash[:info] = 'Speaker labels swapped successfully.'
  redirect_to @call_record
end

#toggle_unread ⇒ `Object`

# File 'app/controllers/call_records_controller.rb', line 51

def toggle_unread
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)
  @call_record.toggle!(:unread) if @call_record.voicemail?
  redirect_to url_from(params[:return_path]) || @call_record
end

#transcribe ⇒ `Object`

POST /call_records/:id/transcribe
Queues transcription via AssemblyAI with speaker diarization

# File 'app/controllers/call_records_controller.rb', line 91

def transcribe
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)

  if @call_record.upload.blank?
    flash[:warning] = 'No audio file attached to this call record'
    return redirect_to @call_record
  end

  if @call_record.duration_secs.to_i < @call_record.transcription_min_duration
    min = @call_record.transcription_min_duration
    flash[:warning] = "Call is too short to transcribe (minimum #{min} seconds)"
    return redirect_to @call_record
  end

  jid = CallRecordTranscriptionWorker.perform_async(call_record_id: @call_record.id, force: true)
  Rails.logger.info "[CallRecordsController#transcribe] Queued transcription job #{jid} for CallRecord #{@call_record.id}"

  flash[:info] = 'Transcription queued. This may take a few minutes.'
  redirect_to @call_record
end

#update ⇒ `Object`

# File 'app/controllers/call_records_controller.rb', line 70

def update
  @call_record = CallRecord.find(params[:id])
  authorize!(:update, @call_record)
  if @call_record.update(params[:call_record])
    redirect_to @call_record
  else
    flash.now[:error] = @call_record.errors_to_s.presence || 'Could not update call record.'
    render :show, status: :unprocessable_content
  end
end