Class: Crm::QuickSearchController
- Inherits:
-
CrmController
- Object
- ActionController::Base
- ApplicationController
- CrmController
- Crm::QuickSearchController
- Defined in:
- app/controllers/crm/quick_search_controller.rb
Overview
Controller: quick search.
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
-
#autocomplete ⇒ void
Autocompletes a polymorphic quick search across multiple record types.
-
#suggest ⇒ void
Suggests commonly accessed CRM locations matching the search term.
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
Methods included from Controllers::SubdomainDetection
#is_crm_request?, #is_www_request?, #json_request?
Methods included from Controllers::TurboSafeRedirect
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
#autocomplete ⇒ void
This method returns an undefined value.
Autocompletes a polymorphic quick search across multiple record types.
Searches for matching records (customers, contacts, opportunities, etc.) and returns
deduplicated results as either HTML or JSON.
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# File 'app/controllers/crm/quick_search_controller.rb', line 54 def autocomplete if params[:q].present? raw_results = ::QuickSearch::PolymorphicQuickSearch.find(query: params[:q], types: params[:types], limit: QuickSearch::BaseQuickSearch::DEFAULT_MAX_RECORDS) presenters = raw_results.map { |r| QuickSearch::PinPresenter.build(r, view_context) } @presenters = dedupe_presenters_by_link(presenters) end respond_to do |format| format.html do if @presenters render :autocomplete, layout: false else render html: ''.html_safe, layout: false end end format.json { render json: @presenters || [] } end end |
#suggest ⇒ void
This method returns an undefined value.
Suggests commonly accessed CRM locations matching the search term.
Returns a static list of dashboard shortcuts, communications, and other key links
filtered by the search query.
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# File 'app/controllers/crm/quick_search_controller.rb', line 10 def suggest respond_to do |format| format.json do term = params[:q].to_s.strip.downcase return render json: [] if term.blank? render json: [ { title: 'Home > Dashboard', link: crm_home_path }, { title: 'Home > My Profile', link: employee_path(current_user) }, { title: 'Home > Employee Directory', link: employees_path }, { title: 'Home > My Goals', link: employee_path(current_user, tab: "goals") }, { title: 'Home > My Call Records', link: call_records_path(q: { origin_party_id_or_destination_party_id_eq: current_user.id }) }, { title: 'Home > My Sales Commissions', link: employee_path(current_user, tab: "sales_commissions") }, { title: 'Home > Watch List', link: edit_watch_list_employee_path(@context_user) }, { title: 'Home > New Shoutout', link: new_praise_path(return_path: crm_home_path, praise: { praise_type: 'employee_praise', originating_employee_record_id: @context_user.employee_record.id, praise_date: Date.current }) }, { title: 'Communications > New Communication', link: new_communication_path }, { title: "Communications > New Communication to #{(@contact || @customer)&.full_name}", link: new_communication_path(recipient_party_id: (@contact || @customer)&.id) }, { title: 'Communications > Drafts', link: new_communication_path(recipient_party_id: (@contact || @customer)&.id) }, { title: 'Communications > Queued', link: communications_path(q: { state_in: ['queued'], sender_party_id_in: [current_user.id] }) }, { title: 'Communications > Sent', link: communications_path(q: { state_in: ['sent'], sender_party_id_in: [current_user.id] }) }, { title: 'Communications > Sent errors', link: communications_path(q: { state_in: ['sent'], sender_party_id_in: [current_user.id], transmit_at_gteq: Date.current, transmit_at_lteq: Date.current, communication_recipients_state_in: CommunicationRecipient::UNDELIVERED + CommunicationRecipient::UNWANTED }) }, { title: 'Communications > Sent errors (watchlist)', link: communications_path(q: { state_in: ['sent'], sender_party_id_in: @context_user.effective_watch_list_ids, transmit_at_gteq: Date.current, transmit_at_lteq: Date.current, communication_recipients_state_in: CommunicationRecipient::UNDELIVERED + CommunicationRecipient::UNWANTED }) }, { title: 'Communications > Email Templates', link: email_templates_path }, { title: 'Communications > New Communication', link: new_communication_path } ].select { |l| l[:title].downcase.include?(term) } end end end |