Class: Crm::WarrantiesController

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

Overview

CRM warranty registrations: rep manual entry of mailed-in warranty cards,
plus the search/reconciliation index for registrations that came in through
the public form without a matching order (Warranty Registration v2).
One Warranty per order/submission; every registered unit is a nested
Warranty::Product row.

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

#create ⇒ void

This method returns an undefined value.

POST /warranties



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# File 'app/controllers/crm/warranties_controller.rb', line 121

def create
  @warranty = Warranty.new(warranty_params)
  @warranty.registration_source = 'crm'
  @warranty.created_by = current_user
  authorize!(:create, @warranty)

  if @warranty.save
    # Customer confirmation (coverage summary) — no-ops when the keyed
    # customer has no email on file.
    WarrantyMailer.confirmation(@warranty).deliver_later
    redirect_to warranty_path(@warranty),
                notice: "Warranty registration saved (#{@warranty.products.size} #{'product'.pluralize(@warranty.products.size)})."
  else
    flash.now[:error] = @warranty.errors.full_messages.to_sentence
    render :new, status: :unprocessable_content
  end
end

#destroy ⇒ void

This method returns an undefined value.

DELETE /warranties/1



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# File 'app/controllers/crm/warranties_controller.rb', line 155

def destroy
  authorize!(:destroy, @warranty)
  @warranty.destroy
  redirect_to warranties_path, notice: 'Warranty registration deleted.'
end

#edit ⇒ void

This method returns an undefined value.

GET /warranties/1/edit



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# File 'app/controllers/crm/warranties_controller.rb', line 114

def edit
  authorize!(:update, @warranty)
end

#index ⇒ void

This method returns an undefined value.

GET /warranties



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# File 'app/controllers/crm/warranties_controller.rb', line 14

def index
  authorize!(:read, Warranty)
  scope = Warranty.includes(:customer, :order, :created_by, :products)
  # Reconciliation queue: registrations we couldn't match to an order.
  # (`unmatched` is an optional query flag — `expect` would 400 without it.)
  @unmatched_only = params[:unmatched].to_b # rubocop:disable Rails/StrongParametersExpect
  scope = scope.unmatched if @unmatched_only

  q_params = params[:q]&.to_unsafe_h&.dup
  if (line = q_params&.delete(:product_line_eq)).present?
    scope = scope.where(id: Warranty::Product.where(product_line: line).select(:warranty_id))
  end

  # Installer name/company/phone — the installers report drills down with
  # an EXACT identity (installer_name + installer_company, the pair the
  # report groups by); the free-text `installer` box stays a broad
  # substring match. (Optional query flags — `expect` would 400 when
  # they're absent.)
  @installer_identity = { installer_name: params[:installer_name].presence,
                          installer_company: params[:installer_company].presence }.compact.presence
  @installer_filter = params[:installer].presence
  if @installer_identity
    scope = scope.merge(Warranty.installer_identity_matching(params[:installer_name], params[:installer_company]))
  elsif @installer_filter
    scope = scope.merge(Warranty.installer_matching(@installer_filter))
  end

  @q = scope.ransack(q_params)
  @q.sorts = 'submitted_at desc' if @q.sorts.empty?
  @pagy, @warranties = pagy(@q.result, limit: 25,
                                       params: ->(p) { p.merge(unmatched: params[:unmatched], installer: @installer_filter, **(@installer_identity || {})).compact })
end

#installers ⇒ void

This method returns an undefined value.

GET /warranties/installers — installer activity report: who is
installing our products, aggregated across every registration
(public, CRM-keyed, and backfilled legacy rows).



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# File 'app/controllers/crm/warranties_controller.rb', line 52

def installers
  authorize!(:read, Warranty)
  @installer_stats = Warranty.installer_stats
end

#match_order ⇒ void

This method returns an undefined value.

GET /warranties/match_order?q=114-2710445-2220226

Asked by the External Order # field while the rep types: when the number
matches an order we already have (reference, EDI PO, invoice — the same
variants the public lookup tries), the form offers to attach it and
prefill one product row per unit instead of keying an unmatched entry.



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# File 'app/controllers/crm/warranties_controller.rb', line 99

def match_order
  authorize!(:create, Warranty)
  order = Warranty::OrderLookup.match(params[:q].to_s)
  if order
    render json: { found: true, order_id: order.id, reference: order.reference_number,
                   customer: order.customer.full_name,
                   prefill_url: new_warranty_path(order_id: order.id) }
  else
    render json: { found: false }
  end
end

#new ⇒ void

This method returns an undefined value.

GET /warranties/new

With order_id (from the ?order_id link or the order picker reloading
the form), shared fields prefill from the order and the products list
seeds one row per registrable unit — a qty-3 roll line makes three rows,
since every roll has its own serial and readings on the card.



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# File 'app/controllers/crm/warranties_controller.rb', line 78

def new
  authorize!(:create, Warranty)
  order = Order.find_by(id: params[:order_id])
  @warranty = Warranty.new(
    registration_source: 'crm',
    order: order,
    customer_id: params[:customer_id].presence || order&.customer_id,
    purchased_on: Warranty.order_placed_on(order)
  )
  prefill_products_from(order)
  @warranty.products.build if @warranty.products.empty?
end

#show ⇒ void

This method returns an undefined value.

GET /warranties/1



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# File 'app/controllers/crm/warranties_controller.rb', line 60

def show
  authorize!(:read, @warranty)
  @products = @warranty.products.includes(:line_item).order(:id).to_a
  # Everything on the matched order, so reps see the automatically
  # covered accessories/controls too — not just the registered rows.
  return unless @warranty.order

  @order_line_items = Warranty.displayable_line_items(@warranty.order)
end

#update ⇒ void

This method returns an undefined value.

PATCH /warranties/1



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# File 'app/controllers/crm/warranties_controller.rb', line 142

def update
  authorize!(:update, @warranty)
  if @warranty.update(warranty_params)
    redirect_to warranty_path(@warranty), notice: 'Warranty registration updated.'
  else
    flash.now[:error] = @warranty.errors.full_messages.to_sentence
    render :edit, status: :unprocessable_content
  end
end