Module: EmployeeDisplay

Extended by:
ActiveSupport::Concern
Included in:
Employee
Defined in:
app/models/concerns/employee_display.rb

Overview

Display helpers, formatting, and CRM utilities for Employee (party subtype).

Most instance methods return [String], numeric counts, or ActiveRecord relations for CRM UI.

See Also:

Instance Method Summary collapse

Instance Method Details

#assigned_or_requested_employee_topics ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 149

def assigned_or_requested_employee_topics
  employee_topics.where(state: %w[assigned requested])
end

#check_online ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 103

def check_online
  OnlineOfflineUser.where(user_id: id, status: 'Online').last.created_at
end

#check_pto ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 107

def check_pto
  EmployeeEvent.where(date: Date.current).eager_load(:employee).where(employee_id: id)
end

#company_phone ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 86

def company_phone
  PhoneNumber.parse_and_format('+18008755285', display_format: :crm)
end

#country ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 135

def country
  store.country
rescue StandardError
  'USA'
end

#days_until_birthday ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 27

def days_until_birthday
  return nil if dob.blank?

  today = Date.current
  next_bday = safe_birthday_date(today.year)
  next_bday = safe_birthday_date(today.year + 1) if next_bday < today
  (next_bday - today).to_i
end

#default_printer_profile(scope_name) ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 187

def default_printer_profile(scope_name)
  store.printer_profile_for_scope(scope_name, employee_record&.id)
end

#direct_phone ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 125

def direct_phone
  phone
end

#employee_work_schedule ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 179

def employee_work_schedule
  employee_work_schedules.last
end

#locale ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 111

def locale
  company.try(:locale) || super
end

#name_and_email ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 46

def name_and_email
  "#{name} - #{email}"
end

#name_and_extension ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 54

def name_and_extension
  "#{name} x#{pbx_extension}"
end

#name_and_fax ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 42

def name_and_fax
  "#{name} - #{fax}"
end

#name_and_phone ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 50

def name_and_phone
  "#{name} #{PhoneNumber.parse_and_format(direct_phone)}"
end

#name_with_paired ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 58

def name_with_paired
  str = name.to_s
  str += " (/#{employee_record.backup_rep.name})" if employee_record&.backup_rep
  str
end

#online? ⇒ Boolean Also known as: is_online?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/employee_display.rb', line 98

def online?
  OnlineOfflineUser.where(user_id: id).last.status == 'Online'
end

#open_employee_goals ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 141

def open_employee_goals
  employee_goals.where(state: 'defined').order(:due_date)
end

#open_employee_reviews ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 145

def open_employee_reviews
  employee_reviews.where(state: 'in_progress')
end

#reference_number ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 64

def reference_number
  "EM#{id}"
end

#sales_rep? ⇒ Boolean Also known as: is_sales_rep?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/employee_display.rb', line 115

def sales_rep?
  self.class.sales_reps.exists?(id:)
end

#short_name ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 36

def short_name
  (.email || .).first(2).upcase
rescue StandardError
  '-'
end

#signature(html: true) ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 68

def signature(html: true, **)
  txt = employee_record.signature.presence || Communication.default_signature(self)
  html ? Communication.text_to_html(txt) : txt
end

#sms_enabled? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/models/concerns/employee_display.rb', line 73

def sms_enabled?
  sms_enabled_numbers.present?
end

#sms_enabled_numbers(format_for_select: false) ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 77

def sms_enabled_numbers(format_for_select: false)
  numbers = contact_points.company_sms_numbers
  if format_for_select
    numbers.map { |n| ["#{n.formatted_for_sms} - #{full_name}", n.formatted_for_sms] }.uniq
  else
    numbers.map(&:formatted_for_sms).uniq
  end
end

#start_year_at_warmlyyours ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 16

def start_year_at_warmlyyours
  employee_record.hire_date&.year
end

#state_code ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 153

def state_code
  first_address.try(:state_code)
end

#store ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 129

def store
  catalog.store
rescue StandardError
  Store.first
end

#tech_rep? ⇒ Boolean Also known as: is_tech_rep?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/employee_display.rb', line 120

def tech_rep?
  self.class.technical_support_reps.exists?(id:)
end

#time_off? ⇒ Boolean Also known as: has_time_off?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/employee_display.rb', line 166

def time_off?
  EmployeeTimeOff.where(employee_id: id).exists?(created_at: Time.current.beginning_of_year..)
end

#time_off_budget ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 157

def time_off_budget
  employee_time_offs.where(year: Time.current.year).last
end

#to_liquid ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 12

def to_liquid
  Liquid::EmployeeDrop.new(self)
end

#unescheduled_on_day?(date, events_in = nil) ⇒ Boolean Also known as: uneschedule_on_day

Returns:

  • (Boolean) 


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# File 'app/models/concerns/employee_display.rb', line 171

def unescheduled_on_day?(date, events_in = nil)
  timestamp = uneschedule_timestamp(date, events_in)
  return false if timestamp.nil?

  (date.to_date - timestamp.to_date).to_i <= 2
end

#versions_for_audit_trail(_params = {}) ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 90

def versions_for_audit_trail(_params = {})
  RecordVersion.where(
    %q{(item_type = 'Party' AND item_id = :id) OR (item_type = 'EmployeeRecord' AND reference_data @> :party_id_json)},
    id:,
    party_id_json: { party_id: id }.to_json
  )
end

#work_schedule? ⇒ Boolean Also known as: has_work_schedule?

Returns:

  • (Boolean) 


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# File 'app/models/concerns/employee_display.rb', line 161

def work_schedule?
  EmployeeWorkSchedule.exists?(employee_id: id)
end

#work_timezone ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 183

def work_timezone
  employee_work_schedule.try(:work_timezone)
end

#years_at_warmlyyours ⇒ Object 



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# File 'app/models/concerns/employee_display.rb', line 20

def years_at_warmlyyours
  return nil if employee_record.hire_date.nil?

  years = ((Date.current - employee_record.hire_date) / 365).to_i
  [years, 1].max
end