Module: Crm::ResourcesHelper

Defined in:
app/helpers/crm/resources_helper.rb

Overview

View helpers for rendering links to arbitrary CRM resources (opportunities,
quotes, orders, invoices, etc.) as warning badges, used by CRM views that
display mixed collections of related records.

See Also:

  • ResourcesController

Instance Method Summary collapse

Instance Method Details

Renders a badge-styled link to a CRM resource, choosing a label and path
from the resource's class. Unknown classes fall back to a polymorphic
link, then to a static label when no route resolves.

Parameters:

  • resource (ApplicationRecord) —

    the record to link to (Opportunity,
    Communication, Quote, Order, RoomConfiguration, Invoice, SupportCase,
    CreditApplication, SpiffEnrollment, PurchaseOrder, CreditMemo, Rma,
    Delivery, LocatorRecord, Payment, or any routable record)

Returns:

  • (ActiveSupport::SafeBuffer) —

    the badge link or label HTML



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# File 'app/helpers/crm/resources_helper.rb', line 18

def resource_label_link(resource)
  with_options(class: 'badge bg-warning', style: 'white-space: normal;', data: { turbo_frame: '_top' }) do |options|
    case resource.class.name
    when 'Opportunity'
      options.link_to resource.name.to_s, opportunity_path(resource.id)
    when 'Communication'
      if resource.draft? && can?(:update, resource)
        options.link_to 'Communication', edit_communication_path(resource.id)
      else
        options.link_to 'Communication', communication_path(resource.id)
      end
    when 'Quote'
      options.link_to "Quote ##{resource.reference_number}", quote_path(resource.id)
    when 'Order'
      options.link_to "Order ##{resource.cart_identifier}", order_path(resource.id)
    when 'RoomConfiguration'
      options.link_to resource.name_with_room.to_s, room_configuration_path(resource.id)
    when 'Invoice'
      options.link_to "Invoice ##{resource.reference_number}", invoice_path(resource.id)
    when 'SupportCase'
      options.link_to "Support Case ##{resource.case_number}", support_case_path(resource.id)
    when 'CreditApplication'
      options.link_to "Credit Application ##{resource.reference_number}", credit_application_path(resource.id)
    when 'SpiffEnrollment'
      options.link_to "Spiff Enrollment ##{resource.id}", spiff_enrollment_path(resource.id)
    when 'PurchaseOrder'
      options.link_to "Purchase Order ##{resource.reference_number}", purchase_order_path(resource.id)
    when 'CreditMemo'
      options.link_to "Credit Memo ##{resource.reference_number}", credit_memo_path(resource.id)
    when 'Rma'
      options.link_to resource.rma_number, rma_path(resource.id)
    when 'Delivery'
      options.link_to "Delivery ##{resource.id}", delivery_path(resource.id)
    when 'LocatorRecord'
      options.link_to "Locator Record ##{resource.id}", locator_record_path(resource.id)
    when 'Payment'
      if resource.order
        options.link_to resource.to_s, order_path(resource.order)
      else
        options.content_tag(:span, resource.to_s)
      end
    else # Try a polymorphic link
      if (link = begin
        options.link_to(resource.to_s, polymorphic_path(resource))
      rescue StandardError
        nil
      end)
        link
      else # render static label
        options.content_tag(:span, resource.to_s)
      end
    end
  end
end