Class: Crm::QuickSearchController

Inherits:
CrmController show all
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

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

#autocompletevoid

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.



54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
# 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

#suggestvoid

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.



10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
# 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