Class: EmployeesController

Inherits:
CrmController show all
Includes:
Controllers::RequireTurboFrame
Defined in:
app/controllers/employees_controller.rb

Overview

Controller: employees.

Constant Summary collapse

TAB_ACTIONS =

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

%i[tab_main tab_praises tab_training tab_goals tab_strengths tab_reviews tab_sales_commissions tab_subordinates tab_assets tab_public_reviews tab_preferences tab_system tab_work_schedule tab_hr_budgets tab_scheduler].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::RequireTurboFrame

require_in_pane_tab_frames, require_turbo_frame

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

#become ⇒ void

This method returns an undefined value.

Signs the current CRM user in as the employee's account.



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# File 'app/controllers/employees_controller.rb', line 376

def become
  @employee = Employee.find(params[:id])
  authorize! :become, @employee
  # Honest strategy label for AuthTrail — programmatic sign_in without a warden
  # strategy would otherwise be logged as `database_authenticatable`. See
  # config/initializers/authtrail.rb.
  request.env[AUTHTRAIL_TRACKED_STRATEGY_ENV_KEY] = 'employee_become'
  (:account, @employee.)
  redirect_to customers_path
end

#create ⇒ void

This method returns an undefined value.

Creates an employee from submitted params.



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# File 'app/controllers/employees_controller.rb', line 341

def create
  @employee = Employee.new(params[:employee])
  authorize! :create, @employee
  if @employee.save
    redirect_to employees_url
  else
    render action: 'new', status: :unprocessable_content
  end
end

#destroy ⇒ void

This method returns an undefined value.

Destroys the employee along with their login account.



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# File 'app/controllers/employees_controller.rb', line 365

def destroy
  employee = Employee.find(params[:id])
  authorize :destroy, @employee
   = employee.
  .destroy
  employee.destroy
  redirect_to employees_url
end

#do_training_request ⇒ void

This method returns an undefined value.

Applies the submitted training topic selections, requesting new ones and
removing unselected requests.



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

def do_training_request
  @employee = Employee.find params[:id]
  topic_ids = params[:topics] || []
  # Unselected/unchecked value which were previously requested are now destroyed
  removable_employee_topics = @employee.employee_topics.where(state: 'requested').where.not(topic_id: topic_ids)
  removable_employee_topics_size = removable_employee_topics.size
  removable_employee_topics.destroy_all
  # New topic are linked
  new_employee_topics = []
  topic_ids.each do |topic_id|
    new_employee_topic = @employee.employee_topics.where(topic_id: topic_id).first_or_create(state: 'requested')
    new_employee_topic.request
    new_employee_topics << new_employee_topic
  end
  flash[:info] = "#{new_employee_topics.size} training requests in queue. #{removable_employee_topics_size} removed.  We will contact your manager to coordinate training."

  redirect_to employee_path(tab: "training")
end

#edit ⇒ void

This method returns an undefined value.

Renders the employee edit form.



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# File 'app/controllers/employees_controller.rb', line 316

def edit
  @employee = Employee.find(params[:id])
  authorize! :update, @employee
end

#edit_preferences ⇒ void

This method returns an undefined value.

Renders the employee preferences form.



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# File 'app/controllers/employees_controller.rb', line 42

def edit_preferences
  @employee = Employee.find(params[:id])
  authorize!(:update_preferences, @employee)
end

#edit_scheduler_profile ⇒ void

This method returns an undefined value.

Renders the scheduler profile form.



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# File 'app/controllers/employees_controller.rb', line 280

def edit_scheduler_profile
  @employee = Employee.find(params[:id])
  authorize!(:update_scheduler, @employee)
  @profile = @employee.scheduler_profile || @employee.build_scheduler_profile(
    slug: @employee.full_name.parameterize,
    timezone: 'America/Chicago'
  )
  @gcal_status = TimeOffRequests::GoogleAuthService.check_status(@employee)
  @zoom_status = check_zoom_status(@employee)
end

#edit_watch_list ⇒ Object

GET /employees/:id/edit_watch_list

Two render modes:

  • Turbo-frame request (Turbo-Frame: modal header) — invoked by the
    "Edit Watch List" link in the Communications offcanvas / Home /
    Activities menus. Renders the bottom-sliding offcanvas partial
    into the <turbo-frame id="modal"> slot in the CRM layout. The
    auto-offcanvas Stimulus controller shows the panel on connect.
    No layout wrapper — we don't want to ship the entire CRM chrome
    inside the frame.

    (The frame id is still "modal" because the layout slot is
    reused for any modal-or-offcanvas-style on-demand surface; the
    name predates this change. Keeping it stable avoids touching
    every other consumer of the slot.)

  • Normal HTML request — direct URL navigation still renders the
    full standalone page (employees/edit_watch_list.html.erb) so
    deep links / bookmarks keep working.



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# File 'app/controllers/employees_controller.rb', line 405

def edit_watch_list
  return unless turbo_frame_request?

  render partial: 'edit_watch_list_offcanvas', layout: false
end

#home ⇒ void

This method returns an undefined value.

Redirects to the CRM home page.



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# File 'app/controllers/employees_controller.rb', line 15

def home
  redirect_to crm_home_path
end

#index ⇒ void

This method returns an undefined value.

Lists employees, searchable and sortable via Ransack.



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# File 'app/controllers/employees_controller.rb', line 21

def index
  # What you can see depends on your privileges.
  params[:q] ||= { inactive_true: '0' }
  @q = Employee.ransack(params[:q])
  if @q.sorts.blank?
    @q.sorts = if params.dig(:q, :employee_record_next_birthday_gteq).present? || params.dig(:q, :employee_record_next_birthday_lteq).present?
                 'employee_record_next_birthday'
               elsif params.dig(:q, :employee_record_next_work_anniversary_gteq).present? || params.dig(:q, :employee_record_next_work_anniversary_lteq).present?
                 'employee_record_next_work_anniversary'
               else
                 'full_name'
               end
  end
  @employees = @q.result.joins(:employee_record).with_associations
  respond_to do |format|
    format.html
  end
end

#new ⇒ void

This method returns an undefined value.

Renders the new employee form.



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

def new
  @employee = ::Employee.new
  authorize! :create, @employee
end

#reset_sales_watch ⇒ void

This method returns an undefined value.

Queues a rebuild of the employee's customer sales watch.



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# File 'app/controllers/employees_controller.rb', line 439

def reset_sales_watch
  @employee = Employee.find(params[:id])
  authorize! :manage, @employee
  CustomerWatchWorker.perform_async('employee_id' => @employee.id)
  flash[:info] = 'Sales watch reset queued for employee'
  redirect_to_return_path_or_default employee_path(@employee)
end

#show ⇒ void

This method returns an undefined value.

Shows an employee profile, loading its grouped training topics.



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# File 'app/controllers/employees_controller.rb', line 83

def show
  @employee = Employee.find(params[:id])

  load_employee_topics

  respond_to do |format|
    format.html
  end
end

#signature_preview ⇒ Object

GET /employees/:id/signature_preview
Returns the rendered signature HTML for live preview on the employee form.
Accepts query params to override boolean settings without saving.



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# File 'app/controllers/employees_controller.rb', line 324

def signature_preview
  @employee = Employee.find(params[:id])
  authorize! :update, @employee

  # Temporarily override employee_record booleans for the preview
  record = @employee.employee_record
  record.hide_signature_call_text_me_directly = params[:hide_signature_call_text_me_directly] == '1' if params.key?(:hide_signature_call_text_me_directly)
  record.hide_signature_pbx_extension = params[:hide_signature_pbx_extension] == '1' if params.key?(:hide_signature_pbx_extension)
  record.scheduler_link_type = params[:scheduler_link_type] if params.key?(:scheduler_link_type)
  record.calendly_link = params[:calendly_link] if params.key?(:calendly_link)

  theme = params[:theme]&.to_sym || :default
  render partial: 'communications/signature', locals: { sender_party: @employee, theme: theme }, layout: false
end

#tab_assets ⇒ void

This method returns an undefined value.

Renders the assets tab fragment.



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# File 'app/controllers/employees_controller.rb', line 195

def tab_assets
  @employee = Employee.find(params[:id])
  authorize!(:read_assets, @employee)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_goals ⇒ void

This method returns an undefined value.

Renders the goals tab fragment.



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# File 'app/controllers/employees_controller.rb', line 132

def tab_goals
  @employee = Employee.find(params[:id])
  authorize!(:read_goals, @employee)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_hr_budgets ⇒ void

This method returns an undefined value.

Renders the HR budgets tab fragment.



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# File 'app/controllers/employees_controller.rb', line 251

def tab_hr_budgets
  @employee = Employee.find(params[:id])
  authorize!(:read_hr_budgets, @employee)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_main ⇒ Object

Tab actions for turbo-tabs lazy loading



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# File 'app/controllers/employees_controller.rb', line 94

def tab_main
  @employee = Employee.find(params[:id])
  authorize!(:read_main, @employee)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_praises ⇒ void

This method returns an undefined value.

Renders the praises tab fragment.



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

def tab_praises
  @employee = Employee.find(params[:id])
  authorize!(:read_praises, @employee)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_preferences ⇒ void

This method returns an undefined value.

Renders the preferences tab fragment.



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# File 'app/controllers/employees_controller.rb', line 218

def tab_preferences
  @employee = Employee.find(params[:id])
  authorize!(:read_preferences, @employee)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_public_reviews ⇒ void

This method returns an undefined value.

Renders the public reviews tab fragment with survey enrollments.



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# File 'app/controllers/employees_controller.rb', line 206

def tab_public_reviews
  @employee = Employee.find(params[:id])
  authorize!(:read_public_reviews, @employee)
  @enrollments = @employee.survey_enrollments.includes(:survey, :party).order(enrollment_date: :desc).load
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_reviews ⇒ void

This method returns an undefined value.

Renders the reviews tab fragment with the employee's review history.



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# File 'app/controllers/employees_controller.rb', line 154

def tab_reviews
  @employee = Employee.find(params[:id])
  authorize!(:read_reviews, @employee)
  @reviews = @employee.employee_record.employee_reviews.includes(:employee_record, :reviewer).order(review_date: :desc).load
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_sales_commissions ⇒ void

This method returns an undefined value.

Renders the sales commissions tab fragment, paginated.



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# File 'app/controllers/employees_controller.rb', line 166

def tab_sales_commissions
  @employee = Employee.find(params[:id])
  authorize!(:read_sales_commissions, @employee)
  @pagy, @sales_commissions = pagy(
    SalesCommission.where(employee_id: @employee.id).with_employee_name.with_rate.order(commission_date: :desc),
    limit: 20
  )
  updater_ids = @sales_commissions.filter_map(&:updater_id).uniq
  @updaters = Employee.where(id: updater_ids).index_by(&:id)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_scheduler ⇒ void

This method returns an undefined value.

Renders the scheduler tab fragment with Google Calendar and Zoom status.



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# File 'app/controllers/employees_controller.rb', line 262

def tab_scheduler
  @employee = Employee.find(params[:id])
  authorize!(:read_scheduler, @employee)
  @profile = @employee.scheduler_profile || @employee.build_scheduler_profile(
    slug: @employee.full_name.parameterize,
    timezone: 'America/Chicago'
  )
  @gcal_status = TimeOffRequests::GoogleAuthService.check_status(@employee)
  @zoom_status = check_zoom_status(@employee)
  @work_schedule = @employee.work_schedules.effective_on(Date.current).first
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_strengths ⇒ void

This method returns an undefined value.

Renders the strengths tab fragment.



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# File 'app/controllers/employees_controller.rb', line 143

def tab_strengths
  @employee = Employee.find(params[:id])
  authorize!(:read_strengths, @employee)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_subordinates ⇒ void

This method returns an undefined value.

Renders the subordinates tab fragment with the employee's direct reports.



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# File 'app/controllers/employees_controller.rb', line 183

def tab_subordinates
  @employee = Employee.find(params[:id])
  authorize!(:read_subordinates, @employee)
  @direct_reports = @employee.managed_employees.active_employees.order(:full_name).load
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_system ⇒ void

This method returns an undefined value.

Renders the system tab fragment.



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# File 'app/controllers/employees_controller.rb', line 229

def tab_system
  @employee = Employee.find(params[:id])
  authorize!(:read_system, @employee)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_training ⇒ void

This method returns an undefined value.

Renders the training tab fragment, grouped by topic category.



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# File 'app/controllers/employees_controller.rb', line 116

def tab_training
  @employee = Employee.find(params[:id])
  authorize!(:read_training, @employee)
  params[:q] = { state_in: %w[assigned requested] } if params[:q].blank?
  @q = @employee.employee_topics.joins(topic: :topic_category)
                .merge(Topic.sorted).ransack(params[:q])
  employee_topics = @q.result
  @employee_topics_grouped = employee_topics.group_by { |pt| pt.topic.topic_category }
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_work_schedule ⇒ void

This method returns an undefined value.

Renders the work schedule tab fragment.



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

def tab_work_schedule
  @employee = Employee.find(params[:id])
  authorize!(:read_work_schedule, @employee)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#training_request ⇒ Object

Replaced by tab_training
def training
@employee = Employee.find params[:id]
authorize! :read, Employee
load_employee_topics
end



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# File 'app/controllers/employees_controller.rb', line 453

def training_request
  @employee = Employee.find params[:id]
  available_topics = Topic.active.where(applies_to_employee: true).sorted
  @employee_topics_indexed = @employee.employee_topics.joins(:topic).merge(available_topics).index_by(&:topic_id)
  @topics_grouped = available_topics.group_by(&:topic_category)
end

#update ⇒ void

This method returns an undefined value.

Updates an employee from submitted params.



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# File 'app/controllers/employees_controller.rb', line 353

def update
  @employee = Employee.find(params[:id])
  authorize! :update, @employee
  if @employee.update(params[:employee])
    redirect_to employee_path(@employee)
  else
    render action: 'edit', status: :unprocessable_content
  end
end

#update_mcp_access ⇒ Object

Admin-only: set which MCP services (tool groups) this employee's account may
reach. Nobody but admins declares :manage_mcp_access, and admins get it via
CrmAbility's can :manage, :all, so this is admin-gated by construction.



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# File 'app/controllers/employees_controller.rb', line 62

def update_mcp_access
  @employee = Employee.find(params[:id])
  authorize!(:manage_mcp_access, @employee)

   = @employee.
  return redirect_to(employee_path(@employee), alert: 'Employee has no login account.') if .nil?

  # Unchecked boxes submit nothing, so a fully-cleared list arrives as no key at
  # all — Array() turns that into [], which means "fall back to the default set"
  # rather than "deny everything" (see Account#effective_mcp_services).
  services = Array(params.dig(:account, :permitted_mcp_services)).map(&:to_s).compact_blank

  if .update(permitted_mcp_services: services)
    redirect_to employee_path(@employee, anchor: 'system'), notice: 'MCP tool access updated.'
  else
    redirect_to employee_path(@employee, anchor: 'system'), alert: .errors.full_messages.to_sentence
  end
end

#update_preferences ⇒ void

This method returns an undefined value.

Saves the employee preferences form.



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# File 'app/controllers/employees_controller.rb', line 49

def update_preferences
  @employee = Employee.find(params[:id])
  authorize!(:update_preferences, @employee)
  if @employee.update(params[:employee])
    redirect_to_return_path_or_default employee_path(@employee)
  else
    render :edit_preferences, status: :unprocessable_content
  end
end

#update_scheduler_profile ⇒ void

This method returns an undefined value.

Saves the employee's scheduler profile settings.



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# File 'app/controllers/employees_controller.rb', line 293

def update_scheduler_profile
  @employee = Employee.find(params[:id])
  authorize!(:update_scheduler, @employee)
  @profile = @employee.scheduler_profile || @employee.build_scheduler_profile

  if @profile.update(scheduler_profile_params)
    redirect_to employee_path(@employee, tab: 'scheduler'), notice: 'Scheduler settings updated.'
  else
    @gcal_status = TimeOffRequests::GoogleAuthService.check_status(@employee)
    @zoom_status = check_zoom_status(@employee)
    render :edit_scheduler_profile, status: :unprocessable_content
  end
end

#update_watch_list ⇒ void

This method returns an undefined value.

Saves the current user's watch list selections and monitoring toggles.



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# File 'app/controllers/employees_controller.rb', line 413

def update_watch_list
  @employee = Employee.find(params[:employee_id])
  @employee.selected_watch_list_employee_ids = params[:watch_list_employee_ids]
  @employee.selected_watch_list_role_ids = params[:watch_list_role_ids]
  @employee.monitor_group_sms_numbers = params[:monitor_group_sms_numbers].to_boolean
  @employee.monitor_unlinked_extensions = params[:monitor_unlinked_extensions].to_boolean
  @employee.save
  respond_to do |format|
    # Modal-driven submit (the common path now): close the dialog +
    # surface a flash in #notice_area without a full page navigation.
    # `flash.now` because there's no follow-up request to consume a
    # standard `flash` — see update_watch_list.turbo_stream.erb.
    format.turbo_stream do
      flash.now[:info] = 'Watch list updated'
    end
    # Standalone-page fallback: legacy direct-URL submit (no modal),
    # still redirect-with-flash so the user lands somewhere sensible.
    format.html do
      flash[:info] = 'Watch list updated'
      redirect_to_return_path_or_default edit_watch_list_employee_path(@context_user)
    end
  end
end