Class: Crm::AgreementsController

Inherits:
CrmController show all
Includes:
Controllers::Workflowable
Defined in:
app/controllers/crm/agreements_controller.rb

Overview

Controller: agreements.

Constant Summary

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::Workflowable

#render_workflow_error_stream, #render_workflow_success_stream, #workflow_action, #workflow_action_complete

Methods inherited from CrmController

#access_denied, #context_id, #context_object, #crm_home_path, #current_ability, #default_url_options, #download_temp, #get_tempfile_path_for_download, #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

#add_participant ⇒ void

This method returns an undefined value.

POST /crm/agreements/:agreement_id/add_participant — adds a party as an
agreement participant, suggesting their customer's other contacts.



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# File 'app/controllers/crm/agreements_controller.rb', line 106

def add_participant
  if (party_id = params.dig(:party_id).presence)
    @party = Party.find(party_id)
    @agreement_participant = AgreementParticipant.new(party: @party, preferred_language: @party.preferred_language)

    # After a participant is added we will pre-populate the drop with with all contacts of the customer of that party
    if @party.customer
      @suggested_contacts = @party.customer.contacts.active.where.not(id: @party.id).order(:full_name).to_a.map do |party|
        {
          text: party.to_s,
          id: party.id
        }
      end
    end

    respond_to do |format|
      format.turbo_stream
    end
  else
    head :forbidden
  end
end

#create ⇒ void

This method returns an undefined value.

POST /crm/agreements — creates an agreement and its participants in one
nested-form save.



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# File 'app/controllers/crm/agreements_controller.rb', line 43

def create
  @agreement = Agreement.new(params[:agreement])
  authorize! :create, @agreement
  success = true

  # In order for nested contact points to save, the agreement participants must save
  if success
    # Russian doll nested form save (or contact points won't save)
    Agreement.transaction do
      success = @agreement.save &&
                @agreement.agreement_participants.all? do |ap|
                  ap.agreement = @agreement
                  ap.party.save && ap.save
                end
    end
  end
  respond_to do |format|
    if success
      format.html { redirect_to @agreement }
      format.json { render json: @agreement, status: :created, location: @agreement }
    else
      format.html { render action: 'new', status: :unprocessable_content }
      format.json { render json: @agreement.errors, status: :unprocessable_content }
    end
  end
end

#edit ⇒ void

This method returns an undefined value.

GET /crm/agreements/:id/edit — edit form for an existing agreement.



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# File 'app/controllers/crm/agreements_controller.rb', line 35

def edit
  @agreement = Agreement.find(params[:id])
end

#index ⇒ void

This method returns an undefined value.

GET /crm/agreements — paginated agreement list.



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# File 'app/controllers/crm/agreements_controller.rb', line 9

def index
  @agreements = Agreement.all
  @pagy, @agreements = pagy(@agreements.order(created_at: :desc))
end

#new ⇒ void

This method returns an undefined value.

GET /crm/agreements/new — blank agreement form, optionally scoped to a
resource.



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# File 'app/controllers/crm/agreements_controller.rb', line 27

def new
  resource = params[:resource]
  @agreement = Agreement.new(resource: resource)
end

#participant_lookup ⇒ Object

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



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# File 'app/controllers/crm/agreements_controller.rb', line 96

def participant_lookup
  @agreement = Agreement.find(params[:agreement_id]) if params[:agreement_id].present?
  results = AgreementParticipant.find_participants(@agreement, params)
  render json: results
end

#show ⇒ void

This method returns an undefined value.

GET /crm/agreements/:id — a single agreement and its participants.



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# File 'app/controllers/crm/agreements_controller.rb', line 17

def show
  @agreement = Agreement.find(params[:id])
  @participants = @agreement.agreement_participants
  # esignature_data = Api::Esignatures.retrieve_contract(@agreement.contract_number) if @agreement.contract_number.present?
end

#update ⇒ void

This method returns an undefined value.

PATCH/PUT /crm/agreements/:id — updates an agreement and its participants.



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# File 'app/controllers/crm/agreements_controller.rb', line 73

def update
  @agreement = Agreement.find params[:id]
  authorize! :update, @agreement

  params[:agreement] ||= {}

  @agreement.assign_attributes(params[:agreement])
  @agreement.agreement_participants.each(&:valid?)
  begin
    if @agreement.save
      redirect_to_return_path_or_default(agreement_path(@agreement))
    else
      render_action(params[:edit_action])
    end
  rescue ActiveRecord::RecordNotUnique
    @agreement.errors.add(:base, 'Same participant have been listed twice')
    render_action(params[:edit_action])
  end
end