Class: Crm::NewCustomersController

Inherits:
CrmController show all
Defined in:
app/controllers/crm/new_customers_controller.rb

Overview

Controller: new customers.

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 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

#assignment ⇒ Object

New customer wizard, step 4: validates the previous step and renders assignment.



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# File 'app/controllers/crm/new_customers_controller.rb', line 33

def assignment
  instantiate_new_customer
  previous_step = @new_customer.email ? :email_preferences : :setup
  @new_customer.step = previous_step # The step just completed
  return if @new_customer.valid?

  render previous_step, status: :unprocessable_content
end

#create ⇒ Object

New customer wizard, final step: builds and saves the customer, matches
unknown SMS numbers, and assigns a pricing program for non-homeowners.



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# File 'app/controllers/crm/new_customers_controller.rb', line 61

def create
  instantiate_new_customer
  @new_customer.step = :assign # The step just completed
  if @new_customer.valid?
    # Create the customer
    @customer = @new_customer.build_and_save_customer(check_for_spam: false)
    # Matchup
    SmsMessage.match_unknown(numbers: @customer.sms_enabled_numbers, party: @customer) if @customer.persisted? && @customer.sms_enabled_numbers.any?

    if @customer.new_record?
      flash.now[:error] = @customer.errors_to_s.presence || 'Could not create customer.'
      render :assignment, status: :unprocessable_content
    elsif @customer.is_homeowner?
      redirect_to @new_customer.return_path || @customer.contacts.first || @customer
    else
      Customer::PricingProgramAssigner.new(customer_id: @customer.id).update_customer
      redirect_to @customer
      # redirect_to questions_customer_pricing_program_assigner_path(@customer)
    end
  else
    render :assignment, status: :unprocessable_content
  end
end

#duplicates ⇒ Object

New customer wizard: checks for potential duplicate customers, skipping
straight to setup if none are found.



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# File 'app/controllers/crm/new_customers_controller.rb', line 44

def duplicates
  instantiate_new_customer
  @new_customer.step = :identify # The step just completed
  if @new_customer.valid?
    @duplicates = @new_customer.find_duplicates
    if @duplicates.empty?
      flash.now[:info] = 'No duplicates found, skipping directly to setup'
      render :setup
      nil
    end
  else
    render :identify, status: :unprocessable_content
  end
end

#email_preferences ⇒ Object

New customer wizard, step 3: validates setup and renders email preferences
(skipping straight to assignment if no email was given).



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# File 'app/controllers/crm/new_customers_controller.rb', line 20

def email_preferences
  instantiate_new_customer
  @new_customer.step = :setup # The step just completed
  if @new_customer.valid? && @new_customer.email.nil?
    flash.now[:info] = 'No email found, skipping directly to assignment'
    render :assignment
  elsif !@new_customer.valid?
    render :setup, status: :unprocessable_content
  end
  @new_customer.set_default_email_preferences
end

#identify ⇒ Object

New customer wizard, step 1: renders the identify form.



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# File 'app/controllers/crm/new_customers_controller.rb', line 5

def identify
  instantiate_new_customer
end

#setup ⇒ Object

New customer wizard, step 2: validates the identify step and renders setup.



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# File 'app/controllers/crm/new_customers_controller.rb', line 10

def setup
  instantiate_new_customer
  @new_customer.step = :identify # The step just completed
  return if @new_customer.valid?

  render :identify, status: :unprocessable_content
end