Class: ContactsController

Inherits:
CrmController show all
Includes:
Controllers::DigitalAssetLinkable, Controllers::RequireTurboFrame
Defined in:
app/controllers/contacts_controller.rb

Overview

Controller: contacts.

Constant Summary collapse

TAB_ACTIONS =

Tab fragments never render standalone — non-frame hits redirect to show ?tab=.

%i[tab_main tab_contacts tab_digital_assets tab_merge tab_orders_spiff tab_certifications tab_communications tab_opportunities tab_profiling tab_spiff_orders tab_tickets tab_training].freeze

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

Instance Method Summary collapse

Methods included from Controllers::RequireTurboFrame

require_in_pane_tab_frames, require_turbo_frame

Methods included from Controllers::DigitalAssetLinkable

#link_images, #link_videos

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, #touch_employee_last_seen

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?, #skip_layout_for_turbo_frame?, #stamp_impersonation_context, #tab_frame_breakout_request?, #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, #registration_lead_type, #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 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?

Instance Method Details

#create ⇒ Object

PUT /customers/1/contacts



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# File 'app/controllers/contacts_controller.rb', line 120

def create
  contact_params = params[:contact] || {}
  product_line_ids = contact_params.delete(:product_line_ids)
  @contact = Contact.new(contact_params)
  @contact.set_owner(@customer)
  if @contact.save
    @contact.update_product_interests product_line_ids
    PartyRecordTimezone.new.process(@contact)
    attempt_customer_lead_qualification
    redirect_to_return_path_or_default(polymorphic_path(@customer))
  else
    set_edit_fields
    render action: :new, status: :unprocessable_content
  end
end

#create_topic_follow_up ⇒ void

This method returns an undefined value.

POST /contacts/:id/create_topic_follow_up — starts a follow-up
communication draft for a customer topic.



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# File 'app/controllers/contacts_controller.rb', line 250

def create_topic_follow_up
  com = CustomerTopic.create_communication(@contact, current_user)
  redirect_to edit_communication_path(com)
end

#destroy ⇒ Object

DELETE /customers/1/contacts/1



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# File 'app/controllers/contacts_controller.rb', line 210

def destroy
  parent_customer = @contact.customer || @contact.supplier
  @contact.deactivate
  @contact.reload
  if @contact.ok_to_delete?
    res = @contact.destroy
    if res
      flash[:info] = 'Contact was deleted.'
    else
      flash[:error] = "Contact could not be deleted: #{@contact.errors_to_s}"
    end
    if parent_customer.present?
      redirect_to polymorphic_path(parent_customer)
    else
      redirect_to '/'
    end
  else
    flash[:warning] = "Contact was marked inactive but the contact cannot be deleted because it is still referenced: #{@contact.dependents.inspect}"
    redirect_to contact_path(@contact)
  end
end

#do_training_request ⇒ void

This method returns an undefined value.

POST /contacts/:id/do_training_request — reconciles requested training
topics against the submitted selection (adds new, removes unselected).



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# File 'app/controllers/contacts_controller.rb', line 291

def do_training_request
  topic_ids = params[:topics] || []
  # Unselected/unchecked value which were previously requested are now destroyed
  removable_topics = @contact.contact_training_topics.where(state: 'requested').where.not(topic_id: topic_ids)
  removed_topics_size = removable_topics.size
  removable_topics.destroy_all
  # New topic are linked
  new_topics = []
  ContactTrainingTopic.transaction do
    topic_ids.each do |topic_id|
      new_topic = @contact.contact_training_topics.where(topic_id: topic_id).first_or_create(state: 'requested')
      new_topic.request
      new_topics << new_topic
    end
  end
  flash[:info] =
    "#{new_topics.size} training requests in queue. #{removed_topics_size} removed. "

  redirect_to contact_path(@contact, tab: "training")
end

#edit ⇒ Object

GET /customers/1/contacts/1/edit



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# File 'app/controllers/contacts_controller.rb', line 112

def edit
  set_edit_fields
  # @show_spiff_fields = @customer.can_spiff?
  @show_spiff_fields = true
  render_edit_action
end

#index ⇒ Object

GET /customers/1/contacts



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# File 'app/controllers/contacts_controller.rb', line 15

def index
  unless @customer
    redirect_to(crm_home_path,
                flash: { error: 'No customer context specified' }) && return
  end

  @contacts = @customer.contacts.active
end

#merge ⇒ Object

POST /contacts/1/merge



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# File 'app/controllers/contacts_controller.rb', line 154

def merge
  survivor = Contact.find(params[:survivor_id])
  cm = Merger::ContactMerger.new(survivor, @contact)
  report = { execution_errors: [], success: true, messages: [] }

  if survivor == @contact
    report[:success] = false
    msg = "Cannot merge #{@contact.full_name} #{@contact.id} into #{survivor.full_name} #{survivor.id} because they are equal."
    report[:execution_errors] << msg
  else
    begin
      cm.perform_merge!
      msg = "Merged #{@contact.full_name} #{@contact.id} into #{survivor.full_name} #{survivor.id}."
      report[:messages] << msg
    rescue StandardError => e
      report[:success] = false
      msg = "Cannot merge #{@contact.full_name} #{@contact.id} into #{survivor.full_name} #{survivor.id} due to errors: #{e}"
      report[:execution_errors] << msg
    end
  end

  if report[:success]
    flash[:info] = "Merge successful! #{report[:messages].join(', ')}"
    redirect_to contact_path(survivor)
  else
    flash[:error] = "Merge not successful! #{report[:execution_errors].join(', ')}"
    redirect_to contact_path(@contact)
  end
end

#merge_addresses ⇒ void

This method returns an undefined value.

POST /contacts/:id/merge_addresses — runs Merger::AddressMerger to
dedupe the contact's addresses.



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# File 'app/controllers/contacts_controller.rb', line 45

def merge_addresses
  am = Merger::AddressMerger.new(@contact.id)
  begin
    am.perform_merge!
    flash[:info] = 'Merge check completed.'
  rescue StandardError => e
    flash[:error] = "Merge could not be completed. #{e.message}"
  end
  redirect_to contact_addresses_path(@contact)
end

#merge_into_customer ⇒ Object

POST /contacts/1/merge_into_customer



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# File 'app/controllers/contacts_controller.rb', line 185

def merge_into_customer
  survivor = Customer.find(params[:survivor_id])
  cm = Merger::ContactToCustomerMerger.new(survivor, @contact)
  report = { execution_errors: [], success: true, messages: [] }

  begin
    cm.perform_merge!
    msg = "Merged #{@contact.full_name} #{@contact.id} into #{survivor.full_name} #{survivor.id}."
    report[:messages] << msg
  rescue StandardError => e
    report[:success] = false
    msg = "Cannot merge #{@contact.full_name} #{@contact.id} into #{survivor.full_name} #{survivor.id} due to errors: #{e}"
    report[:execution_errors] << msg
  end

  if report[:success]
    flash[:info] = "Merge successful! #{report[:messages].join(', ')}"
    redirect_to customer_path(survivor)
  else
    flash[:error] = "Merge not successful! #{report[:execution_errors].join(', ')}"
    redirect_to contact_path(@contact)
  end
end

#new ⇒ Object

GET /customers/1/contacts/new



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# File 'app/controllers/contacts_controller.rb', line 106

def new
  @contact = @customer.contacts.new
  set_edit_fields
end

#orders_tab ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 69

def orders_tab
  @pagy_orders, @orders = pagy(@contact.orders.non_credit.includes(:payments, :opportunity,
                                                { shipping_address: :state }))
  respond_to do |format|
    format.html { render layout: false }
    format.turbo_stream do
      render turbo_stream: turbo_stream.replace('orders-container', partial: 'orders/index', locals: { orders: @orders, pagy: @pagy_orders, context_object: @contact })
    end
  end
end

#restore ⇒ void

This method returns an undefined value.

PATCH /contacts/:id/restore — reactivates an inactive contact.



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# File 'app/controllers/contacts_controller.rb', line 235

def restore
  success = @contact.update(inactive: false)
  if success
    flash[:info] = "Contact #{@contact.full_name} was marked active."
  else
    flash[:error] =
      "Contact #{@contact.full_name} could not be restored. #{@contact.errors_to_s}"
  end
  redirect_to contact_path(@contact)
end

#show ⇒ Object

GET /customers/1/contacts/1



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# File 'app/controllers/contacts_controller.rb', line 25

def show
  @manager = @contact.manager
  @managed_employees = @contact.managed_employees
  respond_to do |format|
    format.html do
      # Queue profile image lookup if not already set (lazy backfill)
      enqueue_profile_image_lookup(@contact)
    end
  end
end

#tab_certifications ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 271

def tab_certifications
  @certifications = @contact.certifications
  @course_enrollments = @contact.course_enrollments
  render layout: false
end

#tab_communications ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 93

def tab_communications
  @pagy_communications, @communications = pagy(@contact.inbound_communications)
  render partial: '/communications/index',
         locals: { communications: @communications, ajaxify: true, ajax_controller: 'contacts',
                   ajax_action: 'tab_communications', ajax_id: @contact.id }
end

#tab_contacts ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 322

def tab_contacts
  authorize!(:read, @contact)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_digital_assets ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 331

def tab_digital_assets
  authorize!(:read, @contact)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_main ⇒ Object

Tab actions for turbo-tabs lazy loading



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# File 'app/controllers/contacts_controller.rb', line 313

def tab_main
  authorize!(:read, @contact)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_merge ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 88

def tab_merge
  render partial: 'merge_tab'
end

#tab_opportunities ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 57

def tab_opportunities
  @pagy_opportunities, @opportunities = pagy(@contact.opportunities.includes([{ quotes: :active_orders },
                                                                              :room_configurations, :orders]), page: params[:opportunities_page])
  render partial: 'opportunities_tab',
         locals: { opportunities: @opportunities,
                   ajaxify: true,
                   ajax_controller: 'contacts',
                   ajax_action: 'tab_opportunities',
                   ajax_id: @contact.id }
end

#tab_orders_spiff ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 348

def tab_orders_spiff
  authorize!(:read, @contact)
  @orders = @contact.spiff_orders.limit(20).offset(((params[:orders_page] || 1).to_i - 1) * 20)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_profiling ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 37

def tab_profiling
  render layout: false
end

#tab_spiff_orders ⇒ void

This method returns an undefined value.



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

def tab_spiff_orders
  render partial: 'spiff_enrollments/orders_tab',
         locals: { orders: @contact.spiff_orders, ajaxify: true,
                   ajax_controller: 'contacts', ajax_action: 'tab_spiff_orders', ajax_id: @contact.id }
end

#tab_tickets ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 101

def tab_tickets
  render layout: false
end

#tab_training ⇒ void

This method returns an undefined value.



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# File 'app/controllers/contacts_controller.rb', line 256

def tab_training
  params[:q] = { state_in: %w[assigned requested certified] } if params[:q].blank?
  @q = @contact.contact_training_topics.joins(topic: :topic_category)
               .merge(Topic.sorted).ransack(params[:q])
  @contact_training_topics = @q.result
  @contact_training_topics_grouped = @contact_training_topics.group_by do |pt|
    pt.topic.topic_category
  end
  respond_to do |format|
    format.html { render layout: false }
    format.turbo_stream
  end
end

#training_request ⇒ void

This method returns an undefined value.

GET /contacts/:id/training_request — available training topics grouped
by category, for the request form.



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# File 'app/controllers/contacts_controller.rb', line 281

def training_request
  available_topics = Topic.active.where(applies_to_contact: true, training_module: true).sorted
  @topics_indexed = @contact.contact_training_topics.joins(:topic).merge(available_topics).index_by(&:topic_id)
  @topics_grouped = available_topics.group_by(&:topic_category)
end

#update ⇒ Object

PUT /customers/1/contacts/1



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# File 'app/controllers/contacts_controller.rb', line 137

def update
  contact_params = params[:contact]
  product_line_ids = contact_params&.delete(:product_line_ids)
  if contact_params.blank? && product_line_ids.blank?
    redirect_to_return_path_or_default contact_path(@contact)
  elsif @contact.update(contact_params)
    @contact.update_product_interests product_line_ids
    PartyRecordTimezone.new.process(@contact)
    attempt_customer_lead_qualification
    redirect_to_return_path_or_default contact_path(@contact)
  else
    set_edit_fields
    render_edit_action(status: :unprocessable_content)
  end
end