Module: ContactsHelper

Defined in:
app/helpers/contacts_helper.rb

Overview

View helper: contacts.

Instance Method Summary collapse

Instance Method Details

#build_contact_party_hash(contact) ⇒ Object 



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# File 'app/helpers/contacts_helper.rb', line 13

def build_contact_party_hash(contact)
  parties_hash = {}
  parties_hash[contact.full_name.to_s] = contact
  parties_hash["#{contact.customer.full_name} (Customer)"] = { party: contact.customer, collapsed: false } if contact.customer
  parties_hash
end

#contact_command_options(contact) ⇒ Object 



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# File 'app/helpers/contacts_helper.rb', line 47

def contact_command_options(contact)
  [].tap do |links|
    links << link_to(fa_icon('wrench', text: 'Edit'), edit_contact_path(contact))
    # Lead Enrichment is manager-only while it's in pilot — same gate
    # as the Customer-side entry in customers_helper.rb.
    if contact.enrichable_via_research? && &.is_manager?
      links << link_to(fa_icon('wand-magic-sparkles', text: 'Enrich'),
                       new_contact_party_research_run_path(contact),
                       data: { turbo_frame: '_top' })
    end
    links << link_to('Restore', restore_contact_path(contact), data: { turbo_method: :put }) if contact.customer && contact.inactive?
    links << if contact.open_support_case_participant?
               { content: 'Cannot be deactivated because it is a participant of an open support case.', class: 'dropdown-item-text text-muted' }
             else
               confirm_message = if contact.ok_to_delete?
                                   'Are you sure? This action will permanently delete the contact.'
                                 elsif contact.support_case_participant?
                                   'This contact is a support case participant and cannot be deleted. It will be marked as inactive and the contact login (if any) will be removed.'
                                 else
                                   'Are you sure? This action will mark the contact as inactive and remove the contact login (if any). It will also unassign any open opportunities, orders or services assigned to this contact.'
                                 end
               link_to(fa_icon('trash', text: (contact.ok_to_delete? ? 'Delete' : 'Deactivate')),
                       contact_path(contact),
                       data: { turbo_confirm: confirm_message, turbo_method: :delete })
             end
  end
end

#contact_multiple_visits_link(contact, most_recent) ⇒ Object 



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

def contact_multiple_visits_link(contact, most_recent)
  display_text = "#{contact.visits.size} visit(s) (Last was #{time_ago_in_words(most_recent.started_at)} ago)"
  link_to(fa_icon('magnifying-glass-plus', text: display_text), contact_visits_path(contact))
end

#contact_quick_info(contact) ⇒ Object 



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# File 'app/helpers/contacts_helper.rb', line 20

def contact_quick_info(contact)
  info = []
  info << fa_icon('user-tie', text: contact.customer.primary_sales_rep.name_and_extension, title: 'Primary Sales Rep') if contact.customer.respond_to?(:primary_sales_rep) && contact.customer.primary_sales_rep
  info
end

#contact_single_visit_link(most_recent) ⇒ Object 



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# File 'app/helpers/contacts_helper.rb', line 42

def contact_single_visit_link(most_recent)
  display_text = "#{time_ago_in_words(most_recent.started_at)} ago"
  link_to(fa_icon('magnifying-glass-plus', text: display_text), visit_path(most_recent))
end

#contact_tab_options(contact = @contact) ⇒ Object 



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# File 'app/helpers/contacts_helper.rb', line 75

def contact_tab_options(contact = @contact)
  hsh = {}
  hsh[:main] = { remote_href: tab_main_contact_path(contact) }
  hsh[:contacts] = { remote_href: tab_contacts_contact_path(contact) }
  hsh[:activities] = { counter: contact.open_activities_counter, remote_href: contact_activities_path(contact, selected_activity: params[:selected_activity]) }
  hsh[:communications] = { remote_href: contact_communications_path(contact) }
  hsh[:sms] = { remote_href: contact_sms_messages_path(contact), counter: contact.sms_messages.where(unread: true).size }

  unless contact.supplier_contact?
    hsh[:opportunities] = { counter: contact.all_opportunities.open_opportunities.size,
                            remote_href: contact_opportunities_path(contact) }
  end
  hsh[:tickets] = { title: 'Tickets',
                    counter_html: tech_counter_badge(contact.support_cases),
                    remote_href: tab_tickets_contact_path(contact) }
  hsh[:attachments] = { counter: contact.all_uploads.size, remote_href: contact_uploads_path(contact) }
  if contact.customer && !contact.supplier_contact?
    hsh[:topics] = { remote_href: tab_profiling_contact_path(contact) }
    hsh[:training] = { remote_href: tab_training_contact_path(contact) }
    hsh[:certifications] = { remote_href: tab_certifications_contact_path(contact) }
    hsh[:orders] = { counter: contact.orders.non_credit.in_progress.size, remote_href: contact_orders_path(contact) }
    hsh[:orders_spiff] = { remote_href: tab_orders_spiff_contact_path(contact) }
    hsh[:merge] = { remote_href: tab_merge_contact_path(contact) }
  end
  hsh[:digital_assets] = { counter: contact.digital_assets.size, remote_href: tab_digital_assets_contact_path(contact) }
  hsh
end

#contact_visits_link(contact) ⇒ Object 



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# File 'app/helpers/contacts_helper.rb', line 26

def contact_visits_link(contact)
  most_recent = contact.visits.order(:started_at).reverse_order.first
  return '-' unless most_recent

  if contact.visits.size > 1
    contact_multiple_visits_link(contact, most_recent)
  else
    contact_single_visit_link(most_recent)
  end
end

#render_contact_info_bar(contact, role: nil, note: nil) ⇒ Object 



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# File 'app/helpers/contacts_helper.rb', line 103

def render_contact_info_bar(contact, role: nil, note: nil)
  list = []
  list << fa_icon('building', text: contact.customer.full_name) if contact.is_a?(Contact) && contact.customer

  list << fa_icon('diagram-project', text: role, title: 'Project Role') if role.present?

  list << fa_icon('user-tag', text: contact.job_title, title: 'Job Title') if contact.job_title.present? && contact.job_title != role

  list << fa_icon('note-sticky', text: note) if note.present?

  return if list.blank?

  content_tag(:ul, list.map { |e| content_tag(:span, e, class: 'text-muted me-2') }.join.html_safe, class: 'list-unstyled')
end

#setup_contact(contact) ⇒ Object 



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# File 'app/helpers/contacts_helper.rb', line 4

def setup_contact(contact)
  contact.tap do |c|
    c.contact_points.build({ category: ContactPoint::PHONE }) if c.contact_points.find_by(category: ContactPoint::PHONE).nil?
    c.contact_points.build({ category: ContactPoint::CELL }) if c.contact_points.find_by(category: ContactPoint::CELL).nil?
    c.contact_points.build({ category: ContactPoint::FAX }) if c.contact_points.find_by(category: ContactPoint::FAX).nil?
    c.contact_points.build({ category: ContactPoint::EMAIL }) if c.contact_points.find_by(category: ContactPoint::EMAIL).nil?
  end
end