Class: Crm::PartyLookupController

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

Overview

Controller: party lookup.

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

#lookup_contact ⇒ Object

TomSelect JSON search for a customer's contacts, prepending the
invoice's shipping attention line (if any) on page 1.



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# File 'app/controllers/crm/party_lookup_controller.rb', line 25

def lookup_contact
  cid = params[:customer_id].presence
  page = params[:page].presence&.to_i || 1
  per_page = params[:per_page].presence&.to_i || 10
  q = params[:q].presence
  include_inactive = params[:include_inactive].to_b
  invoice_id = params[:invoice_id].presence

  unless cid
    render json: { results: [], pagination: { more: false } }
    return
  end

  scope = contact_lookup_results_relation(cid, q, include_inactive)
  pagy, contacts_page = pagy(:countless, scope, page: page, limit: per_page)

  contact_rows = contacts_page.map do |c|
    { id: c.full_name, text: TomSelect.normalize_text(c.full_name) }
  end

  if page == 1
    extras = invoice_shipping_contact_names_for_lookup(cid, invoice_id, q)
    extra_rows = extras.map { |name| { id: name, text: TomSelect.normalize_text(name) } }
    contact_rows = merge_tom_select_contact_rows(extra_rows, contact_rows)
  end

  render json: { results: contact_rows, pagination: { more: !pagy.next.nil? } }
end

#lookup_customer ⇒ Object

TomSelect JSON search for customers, by reference number, id, or keyword query.



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# File 'app/controllers/crm/party_lookup_controller.rb', line 6

def lookup_customer
  q = params[:q]
  customer_id = params[:customer_id].presence || scan_customer_id
  company_id = params[:company_id].presence
  page = params[:page] || 1
  per_page = params[:per_page] || 10
  @results = Customer.all # starting scope
  @results = @results.joins(:catalog).where(catalogs: { company_id: company_id }) if company_id
  @results = if customer_id
               @results.where(id: customer_id)
             else
               @results.lookup(q)
             end

  render json: TomSelect.format_json_results(self, @results, page, per_page)
end

#lookup_party ⇒ Object

TomSelect JSON search for parties, by id (optionally scoped to a category)
or keyword query.



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# File 'app/controllers/crm/party_lookup_controller.rb', line 56

def lookup_party
  q = params[:q]
  party_id = params[:party_id].presence
  categories = params[:categories].presence
  if party_id
    query = { id: party_id }
    query[:type] = categories if categories.present?
    party = Party.find_by(query)
    if party
      render json: { results: { id: party_id, text: party.to_s } }
    else
      render json: { results: { id: nil, text: nil } }
    end
  else
    page = params[:page] || 1
    per_page = params[:per_page] || 10
    @results = if (customer_id = scan_customer_id)
                 Customer.where(id: customer_id)
               else
                 Party.lookup(q)
               end
    render json: TomSelect.format_json_results(self, @results, page, per_page)
  end
end

#lookup_party_by_category ⇒ Object

TomSelect JSON search for parties scoped to params[:search_for]
(customer/supplier/contact/employee/party), filtered by id/email/phone/address/name.



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# File 'app/controllers/crm/party_lookup_controller.rb', line 83

def lookup_party_by_category
  page = params[:page] || 1
  per_page = params[:per_page] || 10
  @results = case params[:search_for]&.downcase
             when 'customer'
               Customer.order(:full_name)
             when 'supplier'
               Supplier.order(:full_name)
             when 'contact'
               Contact.order(:full_name)
             when 'employee'
               Employee.order(:full_name)
             else # 'party' or blank - search all customers and contacts
               Party.customer_or_contact
             end
  q = params[:q].presence
  query_type = params[:query_type].presence
  unless params[:include_inactive].to_b
    # explicity pass state IS NULL otherwise parties with state NULL will not be returned
    @results = @results.where.not(inactive: true).where("parties.state IS NULL or parties.state NOT IN ('guest','inactive','closed','bankrupt')")
  end
  if q
    @results = case query_type
               when 'id'
                 if (customer_id = scan_customer_id(q))
                   @results.where(id: customer_id)
                 else
                   @results.where(id: q)
                 end
               when 'email'
                 @results.email_search(q)
               when 'phone'
                 @results.phone_search(q)
               when 'address'
                 @results.address_search(q)
               else # Name lookup; also match customer reference numbers (CN123) used in CRM
                 cn_id = scan_customer_id(q)
                 if cn_id
                   by_cn = @results.where(id: cn_id)
                   by_cn.exists? ? by_cn : @results.lookup(q)
                 else
                   @results.lookup(q)
                 end
               end
  end

  render json: TomSelect.format_json_results(self, @results, page, per_page)
end