Module: CustomersHelper

Defined in:
app/helpers/customers_helper.rb

Overview

View helper: customers.

Instance Method Summary collapse

Instance Method Details

#account_manager_display(label, employee) ⇒ Object

Renders an account manager row with avatar for panels (larger display)

Parameters:

  • label (String) —

    The role label (Primary, Secondary, etc.)

  • employee (Employee) —

    The employee to display



249
250
251
252
253
254
255
256
257
 
# File 'app/helpers/customers_helper.rb', line 249

def (label, employee)
  return nil unless employee

  avatar = employee_profile_avatar(employee, size: 32)
  employee_info = content_tag(:span, class: 'd-inline-flex align-items-center gap-2') do
    safe_join([avatar, link_to(employee.full_name, employee_path(employee))])
  end
  attr_display(label, employee_info)
end

#account_manager_options(c) ⇒ Object 



82
83
84
85
86
87
 
# File 'app/helpers/customers_helper.rb', line 82

def (c)
  options = []
  options << link_to('Account Managers', edit_customer_path(c, anchor: 'account_team'))
  options << link_to('Drop Events', drop_events_customer_path(c))
  raw options.join(' | ')
end

#catalog_options_for_select(customer) ⇒ Object 



14
15
16
17
18
 
# File 'app/helpers/customers_helper.rb', line 14

def catalog_options_for_select(customer)
  catalogs = Catalog.active
  catalogs = catalogs.where(name: %w[WarmlyYours-CA WarmlyYours-US]) unless user_has_role?('edi_admin')
  catalogs.map { |c| ["#{c.name} #{' (current)' if c.id == customer.catalog_id}", c.id] }
end

#contact_point_display_with_highlight(cp, contact_point_details_to_highlight = []) ⇒ Object 



381
382
383
384
385
386
 
# File 'app/helpers/customers_helper.rb', line 381

def contact_point_display_with_highlight(cp, contact_point_details_to_highlight = [])
  display_icon = contact_point_category_icon(cp[0])
  display = cp[1]
  display = content_tag(:mark, display) if contact_point_details_to_highlight.include?(cp[1])
  display_icon + '&nbsp;'.html_safe + display
end

#customer_accounting_command_options(customer) ⇒ Object 



207
208
209
210
211
212
213
214
215
216
 
# File 'app/helpers/customers_helper.rb', line 207

def customer_accounting_command_options(customer)
  [].tap do |opts|
    opts << link_to('Bankrupt', event_customer_path(customer, event: 'enter_bankrupcy')) if can? :bankrupt, customer
    opts << link_to('Exit Bankrupcy', event_customer_path(customer, event: 'exit_bankrupcy')) if can? :exit_bankrupcy, customer
    if can? :destroy, customer
      opts << link_to('Edit Catalog', edit_catalog_customer_path(customer))
      opts << link_to('Delete', customer_path(customer), class: 'btn btn-outline-primary', data: { turbo_confirm: 'Are you sure?', turbo_method: :delete })
    end
  end
end

#customer_address_panel(customer, type) ⇒ Object 



345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
 
# File 'app/helpers/customers_helper.rb', line 345

def customer_address_panel(customer, type)
  case type
  when :billing_address
    address = customer.billing_address
    panel_title = "Billing Address #{fa_icon('sitemap') if address.try(:party).try(:use_parent_billing_address)}"
  when :shipping_address
    address = customer.shipping_address
    panel_title = 'Shipping Address'
  else
    address = customer.mailing_address
    panel_title ' Mailing Address'
  end

  panel_title += " (has #{customer.addresses.count} addresses)"

  panel(panel_title, true, mode: :dropdown) do |section|
    case section
    when :dropdown
      opts = []
      opts << content_tag(:li, link_to('Edit', customer_addresses_path(customer), class: 'dropdown-item'))
      opts << content_tag(:li, link_to('Shipping Preferences', edit_shipping_preferences_customer_path(customer), class: 'dropdown-item')) if type == :shipping_address
      opts.join.html_safe
    else
      render partial: '/address', locals: { address: address } if address
    end
  end
end

#customer_command_options(customer = @customer) ⇒ Object 



172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
 
# File 'app/helpers/customers_helper.rb', line 172

def customer_command_options(customer = @customer)
  [].tap do |opts|
    opts << link_to('Name and Preferences', edit_customer_path(customer))
    # opts << link_to('Profile', edit_profile_customer_path(customer))
    unless customer.guest?
      opts << link_to('Pricing', edit_pricing_customer_path(customer)) if can? :edit_pricing, customer
      opts << link_to('Account Team', (customer))
      opts << link_to('Parent Organization', edit_structure_customer_path(customer)) if customer.is_organization?
      opts << link_to('Shipping Preferences', edit_shipping_preferences_customer_path(customer))
      opts << link_to("Online Account #{customer. ? '✓' : '∅'}", (customer))
    end
    opts << link_to('Change Catalog', edit_catalog_customer_path(customer))
    # Lead Enrichment is manager-only while it's in pilot.
    if customer.enrichable_via_research? && &.is_manager?
      opts << link_to(fa_icon('wand-magic-sparkles', text: 'Enrich'),
                      new_customer_party_research_run_path(customer),
                      data: { turbo_frame: '_top' })
    end

    opts << customer_delete_link(customer)
  end.compact
end

#customer_delete_link(customer = @customer, options = {}) ⇒ String?

Renders a delete link for a customer, when permitted

Parameters:

  • customer (Customer) (defaults to: @customer) —

    the customer to delete

  • options (Hash) (defaults to: {}) —

    extra HTML options forwarded to +link_to+

Options Hash (options):

  • class (String) —

    extra CSS classes for the link

Returns:

  • (String, nil) —

    the delete link, or nil when deletion is not allowed



201
202
203
204
205
 
# File 'app/helpers/customers_helper.rb', line 201

def customer_delete_link(customer = @customer, options = {})
  return unless customer.ok_to_delete? && can?(:destroy, customer)

  link_to(fa_icon('trash', text: 'Delete'), customer_path(customer), data: { turbo_confirm: 'Are you sure?', turbo_method: :delete }, **options)
end

#customer_flag_image(c) ⇒ Object 



40
41
42
43
44
 
# File 'app/helpers/customers_helper.rb', line 40

def customer_flag_image(c)
  return unless c.catalog_country_iso3

  flag_image(c.catalog_country_iso3.downcase)
end

#customer_multiple_visits_link(customer, most_recent) ⇒ Object 



151
152
153
154
155
 
# File 'app/helpers/customers_helper.rb', line 151

def customer_multiple_visits_link(customer, most_recent)
  display_text = String.new(pluralize(customer.all_related_visits.size, 'visit'))
  display_text << " (Last was #{time_ago_in_words(most_recent.started_at)} ago)"
  link_to(fa_icon('magnifying-glass-plus', text: display_text), customer_visits_path(customer))
end

#customer_quick_info(customer = @customer) ⇒ Object 



218
219
220
221
222
223
224
225
226
227
228
229
230
 
# File 'app/helpers/customers_helper.rb', line 218

def customer_quick_info(customer = @customer)
  info = []
  return info if customer.blank?

  info << clipboard_copy("CN#{customer.id}", mode: :text, url: customer_url(customer), button_class: 'clipboard-btn px-2 nav-link')
  info << employee_badge(customer.primary_sales_rep, title: 'Primary Sales Rep') if customer.primary_sales_rep
  info << fa_icon('head-side', text: [customer.profile&.name, customer.buying_group&.name].compact.join(' - '), title: 'Profile & Buying Group')
  info << fa_icon('user-helmet-safety', text: 'Certified Installer', title: 'Certified Installer') if customer.is_certified_installer?
  info << fa_icon('book', text: customer.catalog.name, title: 'Catalog') unless customer.catalog_id.in?([1, 2])
  info << fa_icon('hand-holding-dollar', text: customer.pricing_program_description, title: 'Pricing Program')
  info << fa_icon('bow-arrow', text: customer.source.name, title: "Source: #{customer.source.full_name}")
  info
end

#customer_rating_symbol(rating) ⇒ Object 



20
21
22
23
24
 
# File 'app/helpers/customers_helper.rb', line 20

def customer_rating_symbol(rating)
  return if rating.blank?

  content_tag(:span, rating, class: 'badge bg-secondary', data: { rating: rating })
end

#customer_sales_reps(customer) ⇒ Object 



453
454
455
456
457
458
 
# File 'app/helpers/customers_helper.rb', line 453

def customer_sales_reps(customer)
  reps = []
  reps << fa_icon('user-headset', text: customer.primary_sales_rep_name) if customer.primary_sales_rep_name
  reps << fa_icon('user-headset', text: customer.secondary_sales_rep_name) if customer.secondary_sales_rep_name
  safe_join(reps, '<br>'.html_safe)
end

#customer_single_visit_link(most_recent) ⇒ Object 



157
158
159
160
 
# File 'app/helpers/customers_helper.rb', line 157

def customer_single_visit_link(most_recent)
  display_text = "#{time_ago_in_words(most_recent.started_at)} ago"
  link_to(fa_icon('magnifying-glass-plus', text: display_text), visit_path(most_recent))
end

#customer_state_with_drop_reason(customer) ⇒ Object 



408
409
410
411
412
413
414
415
 
# File 'app/helpers/customers_helper.rb', line 408

def customer_state_with_drop_reason(customer)
  s = customer.human_state_name
  if customer.closed?
    reasons = customer.customer_drop_events.distinct.pluck(:reason_code)
    s << " (#{reasons.join(', ')})" if reasons.present?
  end
  s
end

#customer_tab_options ⇒ Object 



284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
 
# File 'app/helpers/customers_helper.rb', line 284

def customer_tab_options
  hsh = {}
  hsh[:activities] = {
    counter: @customer.open_activities_counter,
    remote_href: tab_activities_customer_path(@customer, selected_activity: params[:selected_activity])
  }
  hsh[:main_profile] = { remote_href: tab_main_profile_customer_path(@customer) }
  hsh[:addresses] = { remote_href: tab_addresses_customer_path(@customer), counter: @customer.addresses.size }
  hsh[:marketing] = { remote_href: tab_marketing_customer_path(@customer) }
  hsh[:contacts] = {
    counter: @customer.contacts.active.size,
    remote_href: tab_contacts_customer_path(@customer)
  }
  hsh[:communications] = { remote_href: tab_communications_customer_path(@customer) }
  hsh[:sms] = {
    remote_href: tab_sms_customer_path(@customer),
    counter: @customer.sms_messages.unread.size
  }
  hsh[:opportunities] = { counter: @customer.opportunities.open_opportunities.size,
                          remote_href: tab_opportunities_customer_path(@customer) }
  hsh[:orders] = { counter: @customer.orders.non_credit.in_progress.size, remote_href: tab_orders_customer_path(@customer) }
  hsh[:accounting] = { remote_href: tab_accounting_customer_path(@customer) }
  if @customer.outlet_purchases.any?
    hsh[:outlet_purchases] = { title: 'Outlet Purchases',
                               counter: @customer.outlet_purchases.size,
                               remote_href: tab_outlet_purchases_customer_path(@customer) }
  end
  hsh[:attachments] = {
    counter: @customer.all_uploads.size,
    remote_href: tab_attachments_customer_path(@customer)
  }
  hsh[:topics] = { remote_href: tab_profiling_customer_path(@customer) }
  hsh[:showcases] = { remote_href: tab_showcases_customer_path(@customer) }
  hsh[:training] = { remote_href: tab_training_customer_path(@customer) } if @customer.contacts.present?
  hsh[:certifications] = { remote_href: tab_certifications_customer_path(@customer) } if @customer.can_be_certified?
  hsh[:tickets] = { title: 'Tickets',
                    counter_html: tech_counter_badge(@customer.all_support_cases),
                    remote_href: tab_tickets_customer_path(@customer) }
  hsh[:rmas] = {
    counter: @customer.rmas.awaiting_return.count,
    remote_href: search_and_show_searches_path(
      type: 'RmaSearch',
      query_params: { customer_id_eq: @customer.id },
      selected_columns: %i[rma state description contact_name customer_reference returned_reasons original_po_number order invoice created_at],
      sort_columns: ['awaiting_return desc', 'rma desc'],
      links: { 'New RMA' => new_rma_path(customer_id: @customer.id, return_path: customer_path(@customer)) },
      target_id: 'rmas'
    )
  }
  hsh[:receipts] = { remote_href: tab_receipts_customer_path(@customer) }
  hsh[:promotions] = { remote_href: promotions_customer_path(@customer) }
  hsh[:lead_protections] = { counter: @customer.protected_leads.size, remote_href: tab_lead_protections_customer_path(@customer) } if @customer.protected_leads.present?
  hsh[:subsidiaries] = { counter: @customer.child_organizations.size, remote_href: tab_subsidiaries_customer_path(@customer) } if @customer.child_organizations.present?
  hsh[:reviews] = { remote_href: tab_product_reviews_customer_path(@customer) }
  hsh[:warranties] = { counter: @customer.warranties.count, remote_href: tab_warranty_customer_path(@customer) }
  hsh[:digital_assets] = { counter: @customer.digital_assets.size, remote_href: tab_digital_assets_customer_path(@customer) }
  hsh[:stats] = { remote_href: tab_stats_customer_path(@customer) } if @customer.customer_record&.profiling_data_last_calculated_at
  hsh[:duplicates] = { remote_href: duplicates_customer_path(@customer) }
  hsh
end

#customer_visits_link(customer) ⇒ Object 



139
140
141
142
143
144
145
146
147
148
149
 
# File 'app/helpers/customers_helper.rb', line 139

def customer_visits_link(customer)
  # TODO: this line takes 7-10 seconds on customer pages
  most_recent = customer.all_related_visits.order(:started_at).reverse_order.first
  return '-' unless most_recent

  if customer.all_related_visits.size > 1
    customer_multiple_visits_link(customer, most_recent)
  else
    customer_single_visit_link(most_recent)
  end
end

#customer_watch_symbol(c) ⇒ Object 



36
37
38
 
# File 'app/helpers/customers_helper.rb', line 36

def customer_watch_symbol(c)
  customer_watch_symbol_raw(c.watch, c.has_open_sales_activity?)
end

#customer_watch_symbol_raw(watch, open_sales_activity) ⇒ Object 



26
27
28
29
30
31
32
33
34
 
# File 'app/helpers/customers_helper.rb', line 26

def customer_watch_symbol_raw(watch, open_sales_activity)
  return unless %w[watch_auto watch_forced].include?(watch)

  if open_sales_activity
    fa_icon('heart', style: 'color: red')
  else
    fa_icon('heart', family: 'far')
  end
end

#dealer_locator_status(customer) ⇒ Object 



388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
 
# File 'app/helpers/customers_helper.rb', line 388

def dealer_locator_status(customer)
  status = []
  if customer.locator_record.nil?
    status << 'None'
  elsif customer.locator_record.is_inactive?
    status << 'Inactive'
  else
    status << 'Active'
    status << if customer.locator_record.address
                "in #{customer.locator_record.address.zip}"
              else
                'No Address'
              end
    status << "and #{friendly_status(customer.locator_record.state)}"
  end
  status << '[W]' if customer.locator_white_listing
  status << '[B]' if customer.locator_black_listing
  status.join(' ')
end

#display_contact_banner(contact) ⇒ Object 



167
168
169
170
 
# File 'app/helpers/customers_helper.rb', line 167

def display_contact_banner(contact)
  contact ||= @contact
  render partial: '/shared/contact_banner', locals: { contact: contact }
end

#display_customer_banner(customer, inline: false) ⇒ Object 



162
163
164
165
 
# File 'app/helpers/customers_helper.rb', line 162

def display_customer_banner(customer, inline: false)
  customer ||= @customer
  render partial: '/shared/customer_banner', locals: { customer: customer, inline: inline }
end

#display_customer_update_alerts(order, inline: false) ⇒ Object 



460
461
462
 
# File 'app/helpers/customers_helper.rb', line 460

def display_customer_update_alerts(order, inline: false)
  render partial: '/shared/customer_alerts', locals: { order: order, inline: inline }
end

#employee_badge(employee, title: nil, size: 18) ⇒ Object

Renders an employee badge with avatar and name (inline, small)
Uses Party.profile_image for the avatar (consolidated from employee_record.profile_picture)

Parameters:

  • employee (Employee) —

    The employee to display

  • title (String) (defaults to: nil) —

    Tooltip title

  • size (Integer) (defaults to: 18) —

    Avatar size in pixels (default: 18)



237
238
239
240
241
242
243
244
 
# File 'app/helpers/customers_helper.rb', line 237

def employee_badge(employee, title: nil, size: 18)
  return nil unless employee

  avatar = employee_profile_avatar(employee, size: size)
  content_tag(:span, class: 'd-inline-flex align-items-center gap-1', title: title) do
    safe_join([avatar, employee.name_and_extension])
  end
end

#employee_profile_avatar(employee, size: 20) ⇒ Object

Renders an employee profile picture or initials fallback
Uses Party.profile_image (consolidated storage for all party types)

Parameters:

  • employee (Employee) —

    The employee to display

  • size (Integer) (defaults to: 20) —

    Avatar size in pixels



263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
 
# File 'app/helpers/customers_helper.rb', line 263

def employee_profile_avatar(employee, size: 20)
  return unless employee

  profile_pic = employee.profile_image
  if profile_pic
    image_tag(profile_pic.image_url(width: size * 2, height: size * 2),
      class: 'rounded-circle',
      style: "width: #{size}px; height: #{size}px; object-fit: cover;",
      alt: employee.try(:show_name_4) || employee.full_name,
      title: employee.full_name)
  else
    # Fallback: show initials in a colored circle
    initials = employee.full_name.to_s.split.map(&:first).join.upcase.first(2)
    content_tag(:span,
      initials,
      class: 'rounded-circle d-inline-flex align-items-center justify-content-center bg-secondary text-white',
      style: "width: #{size}px; height: #{size}px; font-size: #{size * 0.45}px;",
      title: employee.full_name)
  end
end

#font_class_symbol(result_class, options = {}) ⇒ String

Maps a search-result class name to its Font Awesome icon

Parameters:

  • result_class (String) —

    model class name of the result

  • options (Hash) (defaults to: {}) —

    options forwarded to +fa_icon+

Options Hash (options):

  • class (String) —

    extra CSS classes for the icon tag

  • text (String) —

    text appended after the icon

  • title (String) —

    tooltip title

Returns:

  • (String) —

    the rendered icon HTML



97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
 
# File 'app/helpers/customers_helper.rb', line 97

def font_class_symbol(result_class, options = {})
  ic = case result_class
       when 'Organization'
         'users'
       when 'Homeowner'
         'user'
       when 'Contact'
         'user'
       when 'Employee'
         'star'
       when 'RoomConfiguration'
         'home'
       when 'Order'
         'shopping-cart'
       when 'Quote'
         'quote-right'
       when 'Opportunity'
         'gift'
       when 'Rma'
         'reply'
       when 'Address'
         'map-marker'
       when 'Activity'
         'bell'
       when 'Invoice'
         'book'
       when 'Item'
         'glass'
       when 'PresetJob'
         'power-off'
       when 'LocatorRecord'
         'search'
       when 'PurchaseOrder'
         'truck'
       when 'SupportCase'
         'ticket'
       else
         'search'
       end
  fa_icon ic, options
end

#local_sales_rep_input(f) ⇒ Object 



449
450
451
 
# File 'app/helpers/customers_helper.rb', line 449

def local_sales_rep_input(f)
  rep_input f, :local_sales_rep
end

#parent_org_name(customer) ⇒ Object 



5
6
7
8
9
10
11
12
 
# File 'app/helpers/customers_helper.rb', line 5

def parent_org_name(customer)
  parent = customer.parent_organization
  name = +''
  name << parent.full_name
  name << " in #{parent.main_address.city}, #{parent.main_address.state_code}" if parent.main_address
  name << " [#{parent.id}]"
  name
end

#primary_sales_rep_input(f) ⇒ Object 



441
442
443
 
# File 'app/helpers/customers_helper.rb', line 441

def primary_sales_rep_input(f)
  rep_input f, :primary_sales_rep
end

#render_customer_contact_points(customer, _highlight = true) ⇒ Object 



373
374
375
376
377
378
379
 
# File 'app/helpers/customers_helper.rb', line 373

def render_customer_contact_points(customer, _highlight = true)
  content_tag :ul, class: 'list-unstyled' do
    customer.contacts_and_self_contact_points_by_category(ContactPoint::CAN_DIAL + [ContactPoint::EMAIL]).pluck(:category, :detail).uniq.sort.map do |cp|
      content_tag :li, contact_point_display_with_highlight(cp)
    end.join.html_safe
  end
end

#rep_input(f, rep_type) ⇒ Object 



417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
 
# File 'app/helpers/customers_helper.rb', line 417

def rep_input(f, rep_type)
  customer = f.object
  reps = []
  if can?(:assign_sales_rep, customer)
    collection_method = :"#{rep_type}_options_for_select"
    reps = Employee.send(collection_method)
    include_blank = true
  end
  selections = reps.uniq.sort

  input_label = "#{rep_type.to_s.humanize}:"
  if selections.present?
    f.input :"#{rep_type}_id",
            label: input_label,
            as: :tom_select,
            collection: selections,
            include_blank: include_blank
  elsif (current_rep = customer.send(rep_type))
    form_style_attribute_display input_label, current_rep.full_name
  else
    form_style_attribute_display input_label, 'Manager Assignable Only'
  end
end

#secondary_sales_rep_input(f) ⇒ Object 



445
446
447
 
# File 'app/helpers/customers_helper.rb', line 445

def secondary_sales_rep_input(f)
  rep_input f, :secondary_sales_rep
end

#setup_customer(c) ⇒ Object 



46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
 
# File 'app/helpers/customers_helper.rb', line 46

def setup_customer(c)
  c.tap do |c|
    if c.new_record?
      if c.addresses.empty?
        country_iso3 = c.catalog.try(:store).try(:country_iso3) || 'USA'
        c.addresses.build(country_iso3: country_iso3)
      end
      c.contacts.build if c.contacts.empty?
    end
    c.identification_numbers.build if c.identification_numbers.empty?
    c.tax_exemptions.build if c.tax_exemptions.empty?
    c.build_customer_record unless c.customer_record
    setup_customer_contact_points(c)
  end
end

#setup_customer_channels(c) ⇒ Object 



70
71
72
73
74
 
# File 'app/helpers/customers_helper.rb', line 70

def setup_customer_channels(c)
  c.tap do
    c.notification_channels.build if c.notification_channels.empty?
  end
end

#setup_customer_contact_points(c) ⇒ Object 



62
63
64
65
66
67
68
 
# File 'app/helpers/customers_helper.rb', line 62

def setup_customer_contact_points(c)
  c.tap do
    [ContactPoint::PHONE, ContactPoint::FAX, ContactPoint::EMAIL].each do |cp|
      c.contact_points.build(category: cp) if c.contact_points.none? { |ccp| ccp.category == cp }
    end
  end
end

#setup_customer_record(c) ⇒ Object 



76
77
78
79
80
 
# File 'app/helpers/customers_helper.rb', line 76

def setup_customer_record(c)
  c.tap do |c|
    c.build_customer_record unless c.customer_record
  end
end