Class: CustomersController

Inherits:
CrmController show all
Includes:
Controllers::ActivitiesTab, Controllers::CommunicationsTab, Controllers::DigitalAssetLinkable, Controllers::OpportunitiesTab, Controllers::OrdersTab, Controllers::RequireTurboFrame, Controllers::SmsTab, Controllers::UploadsTab, Controllers::Workflowable
Defined in:
app/controllers/customers_controller.rb

Overview

Controller: customers.

Constant Summary collapse

TAB_ACTIONS =

Tab fragments never render standalone — non-frame hits redirect to show ?tab=.

%i[tab_digital_assets tab_attachments tab_communications tab_sms tab_activities
tab_opportunities tab_orders tab_accounting tab_addresses tab_certifications
tab_contacts tab_lead_protections tab_main_profile tab_marketing
tab_product_reviews tab_warranty tab_profiling tab_receipts tab_showcases
tab_stats tab_subsidiaries tab_tickets tab_training tab_outlet_purchases].freeze

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 included from Controllers::DigitalAssetLinkable

#link_images, #link_videos

Methods included from Controllers::RequireTurboFrame

require_in_pane_tab_frames, require_turbo_frame

Methods included from Controllers::Workflowable

#render_workflow_error_stream, #render_workflow_success_stream, #workflow_action, #workflow_action_complete

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

#accounting_action ⇒ void

This method returns an undefined value.

Dispatches accounting-tab actions: create receipt, record payment, or
transmit documents (invoices / credit memos / statements) via a new
communication.



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# File 'app/controllers/customers_controller.rb', line 659

def accounting_action
  form_action, template_id = params[:transmit_instructions]&.split('|')
  case form_action
  when 'receipt'
    redirect_to new_receipt_path('credit_memos' => params['credit_memos'], 'invoices' => params['invoices'])
  when 'payment'
    redirect_to new_payment_receipts_path('customer_id' => @customer.id, 'invoices' => params['invoices'], 'credit_memos' => params['credit_memos'], :return_path => customer_path(@customer))
  when 'transmit'
    if params[:invoices].blank? && params[:credit_memos].blank? && params[:soas].blank?
      flash[:error] = 'Please select documents to transmit'
      redirect_to customer_path(@customer, tab: 'accounting')
    else
      begin
        adt = AccountingDocumentTransmitter.new(
          { INV: params['invoices'], CM: params['credit_memos'], SOA: params['soas'] },
          customer: @customer,
          template_id: template_id
        )
        co = adt.build_communication
        if co.save
          redirect_to edit_communication_path(co.id)
        else
          flash[:error] = "Problem creating communication. #{co.errors_to_s}"
          redirect_to customer_path(@customer, tab: 'accounting')
        end
      rescue Dragonfly::Job::Fetch::NotFound => e
        flash[:error] = "One or more document PDFs could not be found. The invoice PDF may need to be regenerated. (#{e.message})"
        redirect_to customer_path(@customer, tab: 'accounting')
      end
    end
  else
    flash[:error] = 'Unrecognized or unspecified action'
    redirect_to customer_path(@customer, tab: 'accounting')
  end
end

#add_to_campaign ⇒ void

This method returns an undefined value.

Subscribes the customer to the selected marketing campaign.



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# File 'app/controllers/customers_controller.rb', line 158

def add_to_campaign
  campaign_id = params.dig(:new_campaign, :campaign_id)
  if campaign_id.blank?
    flash[:error] = 'You must select a campaign'
  else
    campaign = Campaign.find(campaign_id)
    res = campaign.add_customer(@customer)
    if res.subscribed?
      flash[:info] = "Customer added to #{campaign.name}"
    else
      flash[:error] = "Customer not added to #{campaign.name}, error: #{res.message}"
    end
  end
  redirect_to marketing_customer_path(@customer)
end

#auto_increase_available_credit ⇒ void

This method returns an undefined value.

Attempts an automatic available-credit increase (terms customers only),
falling back to an Accounting approval request.



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# File 'app/controllers/customers_controller.rb', line 835

def auto_increase_available_credit
  order = params[:order_id].nil? ? nil : Order.find(params[:order_id])
  if !@customer.has_terms?
    flash[:error] = 'Credit limit increase only available to customers with terms'
  elsif @customer.auto_increase_available_credit(params[:amount].to_d, order)
    flash[:info] = "Request approved. Available credit increased to #{number_to_currency(@customer.available_credit)}"
  else
    flash[:info] = 'Unable to automatically increase customer credit as some criteria were not met. Request has been sent to Accounting for approval.'
  end
  redirect_to_return_path_or_default(customer_path(@customer))
end

#available_credit ⇒ void

This method returns an undefined value.

Renders the available-credit page.



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# File 'app/controllers/customers_controller.rb', line 285

def available_credit; end

#check_credit_limit ⇒ void

This method returns an undefined value.

Renders the credit-limit check result for a quoted or entered order
amount.



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# File 'app/controllers/customers_controller.rb', line 850

def check_credit_limit
  params[:check_credit_limit_params] ||= { order_amount: '' }
  @check_credit_limit_params = OpenStruct.new(params[:check_credit_limit_params])
  @customer = Customer.find(params[:id])

  quote = Quote.find(params[:check_credit_limit_params][:quote_id]) if params[:check_credit_limit_params][:quote_id].present?
  order_amount = params[:check_credit_limit_params][:order_amount]
  @amount = if quote.present?
              quote.total
            else
              (order_amount.present? ? order_amount.to_f : 0)
            end

  @result = {}
  @result = @customer.request_credit(@amount) if @amount.positive?
end

#closed ⇒ void

This method returns an undefined value.

Starts the close-customer flow (drop event) when the customer can be
closed.



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# File 'app/controllers/customers_controller.rb', line 823

def closed
  if @customer.sales_reps_ids.present? || @customer.can_closed?
    redirect_to new_customer_customer_drop_event_path(customer_id: @customer.id)
  else
    flash[:info] = 'Customer is not in a state that can be closed'
    redirect_to customer_path(@customer)
  end
end

#confirm_account_team ⇒ void

This method returns an undefined value.

Saves the account team via Customer::SalesRepAssigner.



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# File 'app/controllers/customers_controller.rb', line 751

def 
  rep_assigner = Customer::SalesRepAssigner.new(@customer)
  if rep_assigner.assign_reps()
    redirect_to @customer, notice: 'Account Team Saved'
  else
    render :edit_account_team, status: :unprocessable_content
  end
end

#confirm_lead_protection ⇒ void

This method returns an undefined value.

Saves lead-protection changes.



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# File 'app/controllers/customers_controller.rb', line 797

def confirm_lead_protection
  if @customer.update(params[:customer] || {})
    redirect_to @customer, notice: 'Lead Protection Saved'
  else
    render :edit_lead_protection, status: :unprocessable_content
  end
end

#confirm_notification_channels ⇒ void

This method returns an undefined value.

Saves notification-channel changes, surfacing duplicate-channel errors.



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# File 'app/controllers/customers_controller.rb', line 780

def confirm_notification_channels
  if @customer.update(params[:customer] || {})
    redirect_to @customer, notice: 'Notification Channels Saved'
  else
    render :edit_notification_channels, status: :unprocessable_content
  end
rescue ActiveRecord::RecordNotUnique
  @customer.errors.add(:base, 'A duplicate notification channel already exists. Please refresh and try again.')
  render :edit_notification_channels, status: :unprocessable_content
end

#confirm_pricing ⇒ void

This method returns an undefined value.

Saves the pricing selection.



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# File 'app/controllers/customers_controller.rb', line 736

def confirm_pricing
  if @customer.update(customer_pricing_params)
    redirect_to @customer, notice: 'Pricing Selection Saved'
  else
    set_program_pricings
    render :edit_pricing, status: :unprocessable_content
  end
end

#confirm_profile ⇒ void

This method returns an undefined value.

Saves profile changes; reassigns the pricing program when the profile
changed.



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# File 'app/controllers/customers_controller.rb', line 715

def confirm_profile
  res = Customer::UpdateProfile.new.process(@customer, customer_profile_params)
  if res.success
    if res.profile_changed
      Customer::PricingProgramAssigner.new(customer_id: @customer.id).update_customer
      # redirect_to questions_customer_pricing_program_assigner_path(@customer), notice: 'Profile updated, please confirm pricing'
    end
    redirect_to @customer
  else
    render :edit_profile, status: :unprocessable_content
  end
end

#confirm_structure ⇒ void

This method returns an undefined value.

Saves the parent-organization change.



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# File 'app/controllers/customers_controller.rb', line 766

def confirm_structure
  if @customer.update(params[:customer] || {})
    redirect_to @customer, notice: 'Parent Org Saved'
  else
    render :edit_parent_org, status: :unprocessable_content
  end
end

#create ⇒ void

This method returns an undefined value.

Legacy action — always raises; customers are created via customer_identify.

Raises:

  • (RuntimeError) —

    always



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# File 'app/controllers/customers_controller.rb', line 80

def create
  raise 'Legacy Method, should not be used'
end

#create_iq_accessory_preference ⇒ void

This method returns an undefined value.

Creates an IQ accessory filter for the customer from an item or exclusive
item group.



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# File 'app/controllers/customers_controller.rb', line 374

def create_iq_accessory_preference
  item = exclusive_item_group = nil
  item = Item.find(params[:iq_accessory_filter][:item_id]) if params[:iq_accessory_filter][:item_id].present?
  exclusive_item_group = ExclusiveItemGroup.find(params[:iq_accessory_filter][:exclusive_item_group_id]) if params[:iq_accessory_filter][:exclusive_item_group_id].present?
  item_or_exclusive_item_group = item || exclusive_item_group
  @iq_accessory_filter = IqAccessoryFilter.create_single_customer_iq_accessory_filter(@customer, item_or_exclusive_item_group, params[:iq_accessory_filter][:comment]) if item_or_exclusive_item_group
  if @iq_accessory_filter
    redirect_to(iq_accessory_preferences_customer_path(@customer))
  else
    @iq_accessory_filter ||= IqAccessoryFilter.new(params[:iq_accessory_filter])
    render action: 'new_iq_accessory_preference', status: :unprocessable_content
  end
end

#create_topic_follow_up ⇒ void

This method returns an undefined value.

Creates a topic follow-up communication for the customer and opens it for
editing.



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# File 'app/controllers/customers_controller.rb', line 698

def create_topic_follow_up
  com = CustomerTopic.create_communication(@customer, current_user)
  if com.persisted?
    redirect_to edit_communication_path(com)
  else
    flash[:error] = "There was a problem creating the communication. #{com.errors_to_s}"
    redirect_to customer_path(@customer, tab: 'topics')
  end
end

#delete_iq_accessory_preference ⇒ void

This method returns an undefined value.

Deletes an IQ accessory preference.



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# File 'app/controllers/customers_controller.rb', line 407

def delete_iq_accessory_preference
  @iq_accessory_filter = IqAccessoryFilter.for_customer(@customer).is_auto_generated_only.find(params[:iq_accessory_filter_id])
  @iq_accessory_filter&.destroy
  redirect_to(iq_accessory_preferences_customer_path(@customer))
end

#destroy ⇒ Object

DELETE /customers/1



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# File 'app/controllers/customers_controller.rb', line 105

def destroy
  if @customer.ok_to_delete?
    @customer.destroy
    redirect_to(customers_url)
  else
    deps = +''
    @customer.opportunities.each do |o|
      break if deps.length > 200

      deps << "<a href='#{opportunity_path(o)}'>opportunity: #{o.name}</a> "
    end
    @customer.quotes.each do |q|
      break if deps.length > 200

      deps << "<a href='#{quote_path(q)}'>quote: #{q.reference_number}</a> "
    end
    @customer.orders.each do |o|
      break if deps.length > 200

      deps << "<a href='#{order_path(o)}'>order: #{o.reference_number}</a> "
    end
    deps << '...' if deps.length > 200
    flash[:error] = "Customer cannot be deleted because it is referenced by: #{deps}"
    redirect_to customer_path(@customer)
  end
end

#do_auto_assign_sales_rep ⇒ void

This method returns an undefined value.

Force-runs automatic sales-rep assignment for the customer.



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# File 'app/controllers/customers_controller.rb', line 807

def do_auto_assign_sales_rep
  # Remove the do not assign flag if this action is explicitely called
  @customer.do_not_auto_assign = false
  rep_assigner = Customer::SalesRepAssigner.new(@customer, force_assign: true)
  if rep_assigner.auto_assign
    flash[:info] = 'Account team assigned'
    redirect_to customer_path(@customer)
  else
    flash[:error] = rep_assigner.assignment_failure_reason
    redirect_to (@customer)
  end
end

#do_merge ⇒ void

This method returns an undefined value.

Enqueues the customer-merge background job and redirects to the job page.



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# File 'app/controllers/customers_controller.rb', line 220

def do_merge
  load_customers || return
  job_options = { customer_ids: [@survivor.id, @duplicate.id], notify_email: current_user.email }.stringify_keys
  job_id = CustomerMergeWorker.perform_async(job_options)
  if job_id.blank?
    if (job_id = BackgroundJobStatus.search(worker_klass: 'CustomerMergeWorker', args: job_options).first&.dig(:job_id))
      flash[:warning] = 'A similar job was already enqueued, watching status of that job now'
    end
  end
  if job_id.present?
    redirect_to job_path(job_id)
  else
    flash[:warning] = 'There was a problem queuing the job'
    redirect_to_return_path_or_default customer_path(@survivor.id)
  end
end

#drop_events ⇒ void

This method returns an undefined value.

Renders the drop-events page.



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# File 'app/controllers/customers_controller.rb', line 305

def drop_events; end

#duplicates ⇒ void Also known as: complete_qualification

This method returns an undefined value.

Lists possible duplicate customers for merging, preemptively allocating a
sales rep when qualification can complete.



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# File 'app/controllers/customers_controller.rb', line 621

def duplicates
  if params[:customer_id].present?
    @possible_duplicates = Customer.where(id: params[:customer_id])
    flash[:error] = "Cannot merge into itself.  This is the same customer you're giving me." if @possible_duplicates.first == @customer
  else
    @possible_duplicates = Query::CustomerFinder.new(customer: @customer).find_duplicates
  end

  if @customer.can_complete_qualification? || @customer.primary_sales_rep_id.nil?
    # Preemptive allocation of sales rep, takes a slot but that's how we go
    rep_options = Customer::SalesRepAssigner.new(@customer).determine_sales_rep
    @customer.primary_sales_rep_id = rep_options[:primary_sales_rep_id] if rep_options.present?
  end

  if request.xhr?
    render partial: 'duplicates'
  else
    render :duplicates
  end
end

#edit ⇒ Object

GET /customers/1/edit



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# File 'app/controllers/customers_controller.rb', line 66

def edit
  if @customer
    @source_id = @customer.source_id
    set_edit_variables
    render_edit_action(status: :ok)
  else
    flash[:error] = 'Customer does not exist.'
    redirect_to customers_path
  end
end

#edit_account_team ⇒ void

This method returns an undefined value.

Renders the account-team editor.



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# File 'app/controllers/customers_controller.rb', line 747

def ; end

#edit_accounting_information ⇒ void

This method returns an undefined value.

Renders the accounting-information editor (read-only fallback when the
user lacks permission).



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# File 'app/controllers/customers_controller.rb', line 314

def edit_accounting_information
  @tax_exemptions = @customer.tax_exemptions
  respond_to do |format|
    if can? :edit_accounting_info, Customer
      format.html
    else
      format.html { render action: 'show_accounting_information' }
    end
  end
end

#edit_catalog ⇒ void

This method returns an undefined value.

Renders the catalog-change form for the customer.



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# File 'app/controllers/customers_controller.rb', line 438

def edit_catalog
  @new_catalog = Catalog.find(params[:new_catalog_id]) if params[:new_catalog_id]
  @customer.catalog = @new_catalog
end

#edit_default_address ⇒ void

This method returns an undefined value.

Renders the default-address editor.



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# File 'app/controllers/customers_controller.rb', line 537

def edit_default_address
  authorize!(:update, @customer)
end

#edit_iq_accessory_preference ⇒ void

This method returns an undefined value.

Renders the edit form for an IQ accessory preference.



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# File 'app/controllers/customers_controller.rb', line 390

def edit_iq_accessory_preference
  @iq_accessory_filter = IqAccessoryFilter.for_customer(@customer).is_auto_generated_only.find(params[:iq_accessory_filter_id])
end

#edit_lead_protection ⇒ void

This method returns an undefined value.

Renders the lead-protection editor.



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# File 'app/controllers/customers_controller.rb', line 793

def edit_lead_protection; end

#edit_notification_channels ⇒ void

This method returns an undefined value.

Renders the notification-channels editor.



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# File 'app/controllers/customers_controller.rb', line 776

def edit_notification_channels; end

#edit_pricing ⇒ void

This method returns an undefined value.

Renders the pricing editor.



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# File 'app/controllers/customers_controller.rb', line 730

def edit_pricing
  set_program_pricings
end

#edit_profile ⇒ void

This method returns an undefined value.

Renders the profile editor.



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# File 'app/controllers/customers_controller.rb', line 710

def edit_profile; end

#edit_shipping_preferences ⇒ void

This method returns an undefined value.

Renders the shipping-preferences editor.



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# File 'app/controllers/customers_controller.rb', line 347

def edit_shipping_preferences; end

#edit_structure ⇒ void

This method returns an undefined value.

Renders the structure (parent organization) editor.



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# File 'app/controllers/customers_controller.rb', line 762

def edit_structure; end

#index ⇒ Object

GET /customers



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# File 'app/controllers/customers_controller.rb', line 26

def index
  redirect_to employee_dashboard_path(current_user)
end

#iq_accessory_preferences ⇒ void

This method returns an undefined value.

Lists the customer's auto-generated IQ accessory filters.



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# File 'app/controllers/customers_controller.rb', line 361

def iq_accessory_preferences
  @iq_accessory_filters = IqAccessoryFilter.for_customer(@customer).is_auto_generated_only
end

#lookup_emails ⇒ void

This method returns an undefined value.

JSON autocomplete of the customer's (and contacts') email addresses.



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# File 'app/controllers/customers_controller.rb', line 491

def lookup_emails
  @customer = Customer.find(params[:customer_id])
  results = @customer.contacts_and_self_contact_points_by_category(ContactPoint::EMAIL).distinct.order(:detail).pluck(:detail)
  render json: TomSelect.format_json_results(self, results, params[:page], params[:per_page])
end

#lookup_faxes ⇒ void

This method returns an undefined value.

JSON autocomplete of the customer's (and contacts') fax numbers.



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# File 'app/controllers/customers_controller.rb', line 507

def lookup_faxes
  @customer = Customer.find(params[:customer_id])
  results = @customer.contacts_and_self_contact_points_by_category(ContactPoint::FAX).distinct.order(:detail).pluck(:detail)
  render json: TomSelect.format_json_results(self, results, params[:page], params[:per_page])
end

#lookup_phones ⇒ void

This method returns an undefined value.

JSON autocomplete of the customer's (and contacts') phone numbers.



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# File 'app/controllers/customers_controller.rb', line 499

def lookup_phones
  @customer = Customer.find(params[:customer_id])
  results = @customer.contacts_and_self_contact_points_by_category([ContactPoint::PHONE, ContactPoint::CELL]).distinct.order(:detail).pluck(:detail)
  render json: TomSelect.format_json_results(self, results, params[:page], params[:per_page])
end

#marketing ⇒ void

This method returns an undefined value.

Renders the marketing page (campaign memberships).



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# File 'app/controllers/customers_controller.rb', line 301

def marketing; end

#merge ⇒ void

This method returns an undefined value.

Renders the merge comparison screen for two customers, listing blocking
errors (orders under shipping) for each side.



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# File 'app/controllers/customers_controller.rb', line 177

def merge
  @error_count = 0
  first_customer_id = params.dig(:merge, :first_customer_id) || params.dig(:first_customer_id)
  second_customer_id = params.dig(:merge, :second_customer_id) || params.dig(:second_customer_id)
  @customer1 = Customer.find(first_customer_id)
  @customer2 = Customer.find(second_customer_id)

  if @customer1.catalog_id == @customer2.catalog_id
    @customer1_inventory = Merger::CustomerMerger.inventory(@customer1)
    @customer1_errors = []
    @customer1.orders.all_awaiting_deliveries.each do |order|
      @customer1_errors << { record_type: order.class.name, record_id: order.id, record_description: order.state, errors: ['Order is under shipping states'], record: order }
    end
    # @customer1_inventory.each do |r|
    #   @customer1_errors += 1 unless r.valid?
    # end

    @customer2_inventory = Merger::CustomerMerger.inventory(@customer2)
    @customer2_errors = []
    @customer2.orders.all_awaiting_deliveries.each do |order|
      @customer2_errors << { record_type: order.class.name, record_id: order.id, record_description: order.state, errors: ['Order is under shipping states'], record: order }
    end
    # @customer2_inventory.each do |r|
    #   @customer2_errors += 1 unless r.valid?
    # end

    @error_count = @customer1_errors.size + @customer2_errors.size
    if params[:survivor_customer_id].present?
      @customer1_selected = params[:survivor_customer_id] == @customer1.id
      @customer2_selected = params[:survivor_customer_id] == @customer2.id
    elsif @customer1.created_at < @customer2.created_at
      @customer1_selected = true
    else
      @customer2_selected = true
    end
  else
    flash[:error] = 'Customer master and duplicate have different catalogs, resolve catalog discrepancy first'
    redirect_to_return_path_or_default customer_path(@customer1)
  end
end

#merge_addresses ⇒ void

This method returns an undefined value.

Runs the address-duplicate merger for the customer's addresses.



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# File 'app/controllers/customers_controller.rb', line 259

def merge_addresses
  am = Merger::AddressMerger.new(@customer.id)
  begin
    am.perform_merge!
    flash[:info] = 'Merge check completed.'
  rescue StandardError => e
    flash[:error] = "Merge could not be completed. #{e.message}"
  end
  redirect_to_return_path_or_default customer_addresses_path(@customer)
end

#merge_contact_points ⇒ void

This method returns an undefined value.

Runs the contact-point merger for the customer's contact points.



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# File 'app/controllers/customers_controller.rb', line 272

def merge_contact_points
  cpm = Merger::ContactPointMerge.new(@customer.id)
  begin
    cpm.perform_merge!
    flash[:info] = 'Merge check completed.'
  rescue StandardError => e
    flash[:error] = "Merge could not be completed. #{e.message}"
  end
  redirect_to_return_path_or_default customer_contacts_path(@customer)
end

#new ⇒ Object

GET /customers/new



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# File 'app/controllers/customers_controller.rb', line 61

def new
  redirect_to new_customer_identify_path
end

#new_iq_accessory_preference ⇒ void

This method returns an undefined value.

Renders the new IQ accessory preference form.



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# File 'app/controllers/customers_controller.rb', line 367

def new_iq_accessory_preference
  @iq_accessory_filter = IqAccessoryFilter.new
end

#promotions ⇒ void

This method returns an undefined value.

Renders the promotions list: active tier-3 coupons targeting the customer.



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# File 'app/controllers/customers_controller.rb', line 566

def promotions
  qb = Coupon::QueryBuilder.new(Coupon.active.tier3)
  @coupons = qb.for_specific_customer(@customer).query.order('coupons.expiration_date desc')
  render layout: false
end

#radiant_rewards ⇒ void

This method returns an undefined value.

Renders the Radiant Rewards page.



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# File 'app/controllers/customers_controller.rb', line 459

def radiant_rewards; end

#recalculate_profiling_information ⇒ void

This method returns an undefined value.

Recomputes the customer's profiling information.



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# File 'app/controllers/customers_controller.rb', line 415

def recalculate_profiling_information
  @customer.recalculate_profiling_information
end

#release_from_lead_qualification ⇒ void

This method returns an undefined value.

Completes lead qualification for the customer, optionally pre-assigning a
primary sales rep, and warns about held orders.



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# File 'app/controllers/customers_controller.rb', line 240

def release_from_lead_qualification
  if @customer.can_complete_qualification?
    if (psr_id = params.dig(:customer, :primary_sales_rep_id))
      # preassign rep
      Customer::SalesRepAssigner.new(@customer).assign_reps(primary_sales_rep_id: psr_id)
    end
    res = @customer.complete_qualification # this will allow the updating
    if res
      flash[:info] = +'Customer was released from lead qualification stage. '
      flash[:info] << "#{@customer.orders.held.length} order(s) are currently on hold, please review them for correctness and release." if @customer.orders.held.present?
    else
      flash[:error] = "Customer was not released from lead qualification stage. #{@customer.errors_to_s}"
    end
  end
  redirect_to customer_path(@customer)
end

#sales_priority_index_analysis ⇒ void

This method returns an undefined value.

Renders the sales-priority-index score breakdown for the customer.



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# File 'app/controllers/customers_controller.rb', line 463

def sales_priority_index_analysis
  @results = Customer::SalesPriorityCalculation.score_single_customer(@customer.id)
  render layout: 'crm/crm'
end

#show ⇒ void

This method returns an undefined value.

Shows the customer's details.
For HTML: preloads key associations, loads the customer's active contacts with contact points, and enqueues a profile-image lookup.
For JSON: renders the customer as JSON.

Raises:

  • (ActiveRecord::RecordNotFound) —

    if the customer is not found.



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# File 'app/controllers/customers_controller.rb', line 36

def show
  raise ActiveRecord::RecordNotFound if @customer.nil?

  respond_to do |format|
    format.html do
      ActiveRecord::Associations::Preloader.new(
        records: [@customer],
        associations: [
          { primary_sales_rep: %i[profile_image employee_phone_status] },
          :profile, :buying_group, :source,
          :profile_image, :parent_organization, :customer_record,
          { catalog: :store },
          { addresses: :country }
        ]
      ).call
      @contacts = @customer.contacts.active.includes(:contact_points).order(Contact[:full_name])
      enqueue_profile_image_lookup(@customer)
    end
    format.json do
      render json: @customer.to_json
    end
  end
end

#show_accounting_information ⇒ void

This method returns an undefined value.

Renders the read-only accounting-information view.



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# File 'app/controllers/customers_controller.rb', line 309

def show_accounting_information; end

#statement_pdf ⇒ void

This method returns an undefined value.

Generates the statement-of-account PDF and routes to a new communication
carrying it (or back to the customer when there are no open documents).



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# File 'app/controllers/customers_controller.rb', line 422

def statement_pdf
  @soa = StatementOfAccount.generate_pdf(@customer, params[:per_currency].present? || false)
  if @soa.nil?
    redirect_to customer_path(@customer.id)
    flash[:info] = 'Unable to generate statement, customer has no open documents.'
  else
    recipient_contact_point_id = @soa.primary_transmission_contact_point_id
    redirect_to new_communication_path(upload_ids: @soa.uploads.map(&:id),
                                       recipient_party_id: @customer.id,
                                       recipient_contact_point_id: recipient_contact_point_id,
                                       template_system_code: 'STATEMENTOFACCOUNT')
  end
end

#sync_credit ⇒ void

This method returns an undefined value.

Re-synchronizes the customer's credit limit with the accounting system.



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# File 'app/controllers/customers_controller.rb', line 289

def sync_credit
  res = @customer.sync_credit_limit
  if res[:ok]
    flash[:info] = 'Credit Limits Synchronized'
  else
    flash[:error] = "Error while synchronizing credit limits. #{res[:message]}"
  end
  redirect_to_return_path_or_default available_credit_customer_path(@customer)
end

#tab_accounting ⇒ void

This method returns an undefined value.

Renders the accounting tab: paginated AR listings plus per-currency open
totals.



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# File 'app/controllers/customers_controller.rb', line 471

def tab_accounting
  ar_scope = @customer.ar_listings(show_open_only: params[:show_open_only])
  # countless skips the pagy COUNT(*) — view_ar_listings can't prune its correlated
  # subqueries from a COUNT projection across UNION ALL, so the count costs ~100ms
  # for high-AR customers (AppSignal #393). Prev/next nav is sufficient for this listing.
  @pagy_ar, @ar_listings = pagy(:countless, ar_scope, limit: 50, page: params[:page])
  # Calculate currency totals using database-level aggregation instead of Ruby iteration
  # Use reorder(nil) to remove inherited ORDER BY which causes GROUP BY errors
  @grouped_ar_listings = ar_scope.reorder(nil).where.not(currency: [nil, 'ALL']).group(:currency).sum(:open_amount_calc).sort

  respond_to do |format|
    format.html { render layout: false }
    format.turbo_stream do
      render turbo_stream: turbo_stream.replace('ar-listings-frame', partial: 'ar_listings', locals: { show_customer: false, show_check: true })
    end
  end
end

#tab_activities ⇒ void

This method returns an undefined value.

Renders the activities tab fragment.



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# File 'app/controllers/customers_controller.rb', line 912

def tab_activities
  authorize!(:read, @customer)
  build_activities_tab_data(@customer)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_addresses ⇒ void

This method returns an undefined value.

Renders the addresses tab fragment.



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# File 'app/controllers/customers_controller.rb', line 531

def tab_addresses
  render layout: false
end

#tab_attachments ⇒ void

This method returns an undefined value.

Renders the attachments (uploads) tab fragment.



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# File 'app/controllers/customers_controller.rb', line 879

def tab_attachments
  authorize!(:read, @customer)
  build_uploads_tab_data(@customer)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_certifications ⇒ void

This method returns an undefined value.

Renders the certifications tab fragment.



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# File 'app/controllers/customers_controller.rb', line 150

def tab_certifications
  # @certifications = @customer.certifications
  # @course_enrollments = @customer.course_enrollments
  render layout: false
end

#tab_communications ⇒ void

This method returns an undefined value.

Renders the communications tab fragment.



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# File 'app/controllers/customers_controller.rb', line 890

def tab_communications
  authorize!(:read, @customer)
  build_communications_tab_data(@customer)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_contacts ⇒ void

This method returns an undefined value.

Renders the contacts tab fragment.



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# File 'app/controllers/customers_controller.rb', line 515

def tab_contacts
  @show_inactive = params[:show_inactive] == 'true'
  respond_to do |format|
    format.html { render layout: false }
    format.turbo_stream
  end
end

#tab_digital_assets ⇒ void

This method returns an undefined value.

Renders the digital-assets tab fragment.



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# File 'app/controllers/customers_controller.rb', line 869

def tab_digital_assets
  authorize!(:read, @customer)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_lead_protections ⇒ void

This method returns an undefined value.

Renders the lead-protections tab: customers this customer protects.



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# File 'app/controllers/customers_controller.rb', line 587

def tab_lead_protections
  @lead_protections = Customer.joins(:customer_record).where('customer_records.lead_protector_id' => @customer.id)
  render layout: false
end

#tab_main_profile ⇒ void

This method returns an undefined value.

Renders the main-profile tab fragment.



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# File 'app/controllers/customers_controller.rb', line 574

def tab_main_profile
  render layout: false
end

#tab_marketing ⇒ void

This method returns an undefined value.

Renders the marketing tab fragment.



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# File 'app/controllers/customers_controller.rb', line 560

def tab_marketing
  render layout: false
end

#tab_opportunities ⇒ void

This method returns an undefined value.

Renders the opportunities tab fragment.



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# File 'app/controllers/customers_controller.rb', line 938

def tab_opportunities
  authorize!(:read, @customer)
  build_opportunities_tab_data(@customer)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_orders ⇒ void

This method returns an undefined value.

Renders the orders tab fragment.



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# File 'app/controllers/customers_controller.rb', line 949

def tab_orders
  authorize!(:read, @customer)
  build_orders_tab_data(@customer)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_outlet_purchases ⇒ Object

Every retailer purchase we know this customer made, whether or not it ties
to a project. Unlike the opportunity tab, this includes customer-level links
— purchases that share no product line with any quote.
See doc/tasks/202608081330_OUTLET_PURCHASE_ATTRIBUTION.md.



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# File 'app/controllers/customers_controller.rb', line 925

def tab_outlet_purchases
  authorize!(:read, @customer)
  @outlet_purchases = @customer.outlet_purchases
                               .includes(:verified_by, :opportunity, invoice: { customer: :catalog })
                               .order(created_at: :desc)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_product_reviews ⇒ void

This method returns an undefined value.

Renders the product-reviews tab: Reviews.io reviews plus the company
review link.



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# File 'app/controllers/customers_controller.rb', line 595

def tab_product_reviews
  @reviews_io_reviews = fetch_reviews_io_reviews
  @company_review_link_data = prepare_company_review_link
  render layout: false
end

#tab_profiling ⇒ void

This method returns an undefined value.

Renders the profiling tab fragment.



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# File 'app/controllers/customers_controller.rb', line 525

def tab_profiling
  render layout: false
end

#tab_receipts ⇒ void

This method returns an undefined value.

Renders the receipts tab fragment.



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# File 'app/controllers/customers_controller.rb', line 651

def tab_receipts
  render layout: false
end

#tab_showcases ⇒ void

This method returns an undefined value.

Renders the showcases tab fragment.



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# File 'app/controllers/customers_controller.rb', line 613

def tab_showcases
  # Render showcases tab content only for AJAX tabs to avoid full-page reload loops
  render layout: false
end

#tab_sms ⇒ void

This method returns an undefined value.

Renders the SMS tab fragment.



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# File 'app/controllers/customers_controller.rb', line 901

def tab_sms
  authorize!(:read, @customer)
  build_sms_tab_data(@customer)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_stats ⇒ void

This method returns an undefined value.

Renders the stats tab fragment.



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# File 'app/controllers/customers_controller.rb', line 554

def tab_stats
  render layout: false
end

#tab_subsidiaries ⇒ void

This method returns an undefined value.

Renders the subsidiaries tab fragment.



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# File 'app/controllers/customers_controller.rb', line 580

def tab_subsidiaries
  @child_organizations = @customer.child_organizations unless @customer.child_organizations.empty?
  render layout: false
end

#tab_tickets ⇒ void

This method returns an undefined value.

Renders the tickets tab fragment.



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# File 'app/controllers/customers_controller.rb', line 645

def tab_tickets
  render layout: false
end

#tab_training ⇒ void

This method returns an undefined value.

Renders the training tab: the customer's contacts' training topics grouped
by topic category.



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# File 'app/controllers/customers_controller.rb', line 135

def tab_training
  params[:q] = { state_in: %w[assigned requested certified] } if params[:q].blank?
  @q = ContactTrainingTopic.joins(:contact, { topic: :topic_category })
                           .merge(@customer.contacts)
                           .merge(Topic.sorted).ransack(params[:q])
  @contact_training_topics = @q.result
  @contact_training_topics_grouped = @contact_training_topics.group_by { |pt| pt.topic.topic_category }
  respond_to do |format|
    format.html { render layout: false }
    format.turbo_stream
  end
end

#tab_warranty ⇒ void

This method returns an undefined value.

Renders the warranty tab fragment, loading the customer's warranties.



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# File 'app/controllers/customers_controller.rb', line 603

def tab_warranty
  authorize!(:read, @customer)
  @warranties = @customer.warranties
                         .includes(:order, :created_by, :products, :uploads)
                         .order(submitted_at: :desc)
  render layout: false
end

#update ⇒ Object

PUT /customers/1



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# File 'app/controllers/customers_controller.rb', line 85

def update
  if @customer.update(params[:customer] || {})
    @customer.qualify_lead if @customer.guest?
    PartyRecordTimezone.new.process(@customer)
    redirect_to_return_path_or_default(customer_path(@customer))
  else
    set_edit_variables
    render_edit_action(status: :unprocessable_content)
  end
rescue ActiveRecord::RecordNotSaved => e
  ErrorReporting.from_controller(self).informational(
    'Customer update failed: RecordNotSaved',
    customer_id: @customer.id, error: e.message
  )
  @customer.errors.add(:base, 'Could not save the customer record. Please try again or contact support.')
  set_edit_variables
  render_edit_action(status: :unprocessable_content)
end

#update_accounting_information ⇒ void

This method returns an undefined value.

Saves accounting information; restricted to admin and accounting_rep roles.



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# File 'app/controllers/customers_controller.rb', line 327

def update_accounting_information
  @can_update = .has_role?('admin') || .has_role?('accounting_rep')
  unless @can_update
    redirect_to customer_path(@customer), alert: 'You are not authorized to update accounting information.'
    return
  end
  respond_to do |format|
    if @customer.update(params[:customer] || {})
      format.html { redirect_to(customer_path(@customer)) }
      format.xml  { head :ok }
    else
      set_edit_variables
      format.html { render action: 'edit_accounting_information', status: :unprocessable_content }
      format.xml  { render xml: @document.errors, status: :unprocessable_content }
    end
  end
end

#update_catalog ⇒ void

This method returns an undefined value.

Assigns the customer to a new catalog, converting orders, quotes, and
rooms.



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# File 'app/controllers/customers_controller.rb', line 446

def update_catalog
  new_catalog = Catalog.find(params[:customer][:catalog_id])
  result = Catalog::AssignCatalogToCustomer.new.process(@customer, new_catalog)
  if result.catalog_assigned?
    flash[:info] = "Catalog changed to #{new_catalog.name} and all orders, quotes and rooms converted successfully. #{result.messages.join}".first(500)
  else
    flash[:error] = result.messages.to_sentence.first(500)
  end
  redirect_to_return_path_or_default customer_path(@customer)
end

#update_default_address ⇒ void

This method returns an undefined value.

Saves the customer's default address selection.



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# File 'app/controllers/customers_controller.rb', line 543

def update_default_address
  authorize!(:update, @customer)
  if @customer.update(params[:customer])
    redirect_to_return_path_or_default customer_path(@customer, tab: 'addresses')
  else
    render :edit_default_address, status: :unprocessable_content
  end
end

#update_iq_accessory_preference ⇒ void

This method returns an undefined value.

Saves changes to an IQ accessory preference.



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# File 'app/controllers/customers_controller.rb', line 396

def update_iq_accessory_preference
  @iq_accessory_filter = IqAccessoryFilter.for_customer(@customer).is_auto_generated_only.find(params[:iq_accessory_filter_id])
  if @iq_accessory_filter.update(params[:iq_accessory_filter])
    redirect_to(iq_accessory_preferences_customer_path(@customer))
  else
    render action: 'edit_iq_accessory_preference', status: :unprocessable_content
  end
end

#update_shipping_preferences ⇒ void

This method returns an undefined value.

Saves the customer's shipping preferences.



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# File 'app/controllers/customers_controller.rb', line 351

def update_shipping_preferences
  if @customer.update(params[:customer] || {})
    redirect_to_return_path_or_default customer_path(@customer, tab: 'addresses')
  else
    render action: 'edit_shipping_preferences', status: :unprocessable_content
  end
end