Module: LeadFormHelper

Defined in:
app/helpers/lead_form_helper.rb

Overview

View helper: lead form.

Instance Method Summary collapse

Instance Method Details

Inline contact link that opens a modal instead of navigating away.
Use this to replace direct links like link_to 'contact us', cms_link('/contact') with
a modal experience that keeps users on the page.

This is a convenience wrapper around lazy_lead_form_modal with variant: :link

Examples:

Basic usage

Please <%= contact_link 'contact us' %> for more information.

With custom styling

<%= contact_link 'email us', class: 'fw-semibold' %>

With context

<%= contact_link 'get in touch', header_title: 'Questions about Snow Melting?' %>

Parameters:

  • text (String) (defaults to: 'contact us') —

    Link text

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

    Options hash

Options Hash (options):

  • :class (String) —

    CSS classes for the link

  • :header_title (String) —

    Modal header title

  • :header_intro (String) —

    Modal header intro text

  • :show_upload (Boolean) —

    Show file attachment option (default: true)

  • :application_type (String) —

    Pre-select application type



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# File 'app/helpers/lead_form_helper.rb', line 165

def contact_link(text = 'contact us', options = {})
  lazy_lead_form_modal(
    variant: :link,
    button_text: text,
    link_class: options[:class],
    header_title: options[:header_title],
    header_intro: options[:header_intro],
    show_upload: options.fetch(:show_upload, true),
    application_type: options[:application_type],
    about_project: options[:about_project]
  )
end

#lazy_lead_form_modal(variant: :card, modal_id: nil, header_title: 'Contact Us', header_intro: "Have a question? We're here to help.", button_text: 'Send Message', button_icon: 'envelope', button_class: 'btn btn-primary btn-lg', link_class: nil, show_upload: true, business_focused: false, submit_label: 'Send Message', application_type: nil, about_project: nil) ⇒ Object

Lazy-loading modal contact form
The form content is loaded via Turbo Frame only when modal opens,
reducing page weight by deferring turnstile and uppy loading.

Examples:

Basic card

<%= lazy_lead_form_modal %>

Custom button

<%= lazy_lead_form_modal(
  variant: :button,
  header_title: 'Request a Quote',
  button_text: 'Get Quote',
  application_type: 'Floor Heating'
) %>

Parameters:

  • variant (:card, :button) (defaults to: :card) —

    Display style (:card shows full CTA card, :button shows just trigger)

  • header_title (String) (defaults to: 'Contact Us') —

    Modal header title

  • header_intro (String) (defaults to: "Have a question? We're here to help.") —

    Subtext below title

  • button_text (String) (defaults to: 'Send Message') —

    Button label text

  • button_icon (String) (defaults to: 'envelope') —

    Font Awesome icon name

  • show_upload (Boolean) (defaults to: true) —

    Show file attachment option in form

  • business_focused (Boolean) (defaults to: false) —

    Show company fields expanded/first

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

    Pre-select application type (e.g., 'Floor Heating')

  • submit_label (String) (defaults to: 'Send Message') —

    Form submit button text

  • modal_id (Object, nil) (defaults to: nil)
  • button_class (String) (defaults to: 'btn btn-primary btn-lg')
  • link_class (String, nil) (defaults to: nil) —

    CSS classes for link variant

  • about_project (Object, nil) (defaults to: nil) 


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# File 'app/helpers/lead_form_helper.rb', line 206

def lazy_lead_form_modal(
  variant: :card,
  modal_id: nil,
  header_title: 'Contact Us',
  header_intro: "Have a question? We're here to help.",
  button_text: 'Send Message',
  button_icon: 'envelope',
  button_class: 'btn btn-primary btn-lg',
  link_class: nil,
  show_upload: true,
  business_focused: false,
  submit_label: 'Send Message',
  application_type: nil,
  about_project: nil
)
  render Www::LeadFormModalComponent.new(
    variant: variant,
    modal_id: modal_id,
    header_title: header_title,
    header_intro: header_intro,
    button_text: button_text,
    button_icon: button_icon,
    button_class: button_class,
    link_class: link_class,
    show_upload: show_upload,
    business_focused: business_focused,
    submit_label: submit_label,
    application_type: application_type,
    about_project: about_project
  )
end

#lead_form(submit_label: nil, lead_form_defaults: nil, show_fields: nil, lead_form_labels: {}, locale: I18n.locale, show_header: true, header_title: 'Contact Us', header_intro: %(Have a question? We're here to help.), layout: :vertical) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 60

def lead_form(submit_label: nil,
              lead_form_defaults: nil,
              show_fields: nil,
              lead_form_labels: {},
              locale: I18n.locale,
              show_header: true,
              header_title: 'Contact Us',
              header_intro: %(Have a question? We're here to help.),
              layout: :vertical)
  submit_url = cms_link('/contact_es/send') if locale == :es

  I18n.with_locale(locale) do
    render partial: '/www/leads/lead_form', locals: {
                  show_fields:,
                  submit_label:,
                  lead_form_defaults:,
                  lead_form_labels:,
                  submit_url:,
                  show_header:,
                  header_title:,
                  header_intro:,
                  layout:
                }
  end
end

#lead_form_contact_locked?(party = @context_user) ⇒ Boolean

True when the current viewer is an established customer (past
guest/lead_qualify). Mirrors the server-side lock in
Lead#save_to_user: in that state the canonical contact data must not
be edited via lead forms — only via the account-profile flow. Inline
lead form partials swap their contact-input section for a read-only
"Submitting as" summary when this returns true.

Returns:

  • (Boolean) 


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# File 'app/helpers/lead_form_helper.rb', line 11

def lead_form_contact_locked?(party = @context_user)
  customer = party.respond_to?(:customer) ? party.customer : party
  customer && !customer.guest? && !customer.lead_qualify?
end

#lead_form_modal(modal_id: 'leadFormModal', button_text: 'Contact Us', button_class: 'btn btn-primary', button_icon: 'envelope', modal_title: nil, modal_intro: nil, show_upload: false, business_focused: false, submit_label: 'Send Message', lead_form_defaults: nil) ⇒ Object

Modal lead form with CTA button trigger
Usage: <%= lead_form_modal(button_text: "Tell us About your Project") %>



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# File 'app/helpers/lead_form_helper.rb', line 115

def lead_form_modal(modal_id: 'leadFormModal', button_text: 'Contact Us', button_class: 'btn btn-primary', button_icon: 'envelope', modal_title: nil, modal_intro: nil, show_upload: false, business_focused: false, submit_label: 'Send Message',
                    lead_form_defaults: nil)
  render partial: '/www/leads/lead_form_modal', locals: {
    modal_id: modal_id,
    button_text: button_text,
    button_class: button_class,
    button_icon: button_icon,
    modal_title: modal_title || button_text,
    modal_intro: modal_intro,
    show_upload: show_upload,
    business_focused: business_focused,
    submit_label: submit_label,
    lead_form_defaults: lead_form_defaults
  }
end

#lead_form_pro_member?(party = @context_user) ⇒ Boolean

True when the current viewer's customer is already an established
Trade Pro or Dealer. Used by _lead_form_compact in its
business_focused (Trade Pro registration) variant to short-circuit
the form: an already-enrolled customer gets an "already enrolled"
panel with a link to /my_account instead of being asked to register
all over again.

Two gates, both required:

  1. Customer is past guest/lead_qualify — same lifecycle gate as
    lead_form_contact_locked?. Without this, a guest who picked a
    "TP - …" or "DL - …" company-type on a previous lead form
    (which assigns profile_id even pre-establishment, see
    Lead#save_to_user's guest/lead_qualify branch) would be wrongly
    classified as enrolled and never see the registration form.
  2. Customer's profile is Trade Pro or Dealer — backed by the
    canonical Customer#is_trade_pro? / Customer#is_dealer?
    predicates (which delegate to Profile#trade_pro? /
    Profile#dealer?, name-prefix convention — same shape as
    Profile#homeowner? / Customer#is_homeowner?).

Returns:

  • (Boolean) 


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# File 'app/helpers/lead_form_helper.rb', line 35

def lead_form_pro_member?(party = @context_user)
  customer = party.respond_to?(:customer) ? party.customer : party
  return false unless customer
  return false unless customer.respond_to?(:is_trade_pro?)
  return false if customer.guest? || customer.lead_qualify?

  customer.is_trade_pro? || customer.is_dealer?
end

#product_question_lead_form(presenter) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 131

def product_question_lead_form(presenter)
  if presenter.is_a?(Www::ProductLinePresenter)
    product = nil
    product_line = presenter.slug_ltree.to_s
  elsif presenter.is_a?(Www::ProductCatalogPresenter)
    product = presenter.item.id
    product_line = nil
  end
  render partial: '/www/leads/product_question_lead_form', locals: { product_id: product, product_line: product_line }
end

#referral_program_lead_form(submit_label: nil, lead_form_defaults: nil, show_fields: nil, locale: I18n.locale) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 100

def referral_program_lead_form(submit_label: nil, lead_form_defaults: nil, show_fields: nil, locale: I18n.locale)
  submit_url = cms_link('/contact_es/send') if locale == :es

  I18n.with_locale(locale) do
    render partial: '/www/leads/referral_program_lead_form', locals: {
                  show_fields: show_fields,
                  submit_label: submit_label,
                  lead_form_defaults: lead_form_defaults,
                  submit_url: submit_url
                }
  end
end

#setup_lead_form(lead_form_defaults = {}) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 44

def setup_lead_form(lead_form_defaults = {})
  # Inline lead-form rendering needs per-user data (prefilled name/email/
  # phone via from_party). That's incompatible with Cloudflare edge
  # caching, so opt out the response automatically. Calling this from the
  # lazy-modal path (form_content) is a safe no-op since that endpoint
  # never sets edge-cache headers.
  controller.skip_edge_cache! if controller.respond_to?(:skip_edge_cache!)

  lead_form_defaults ||= {}
  lead_form_defaults[:preferred_locale] = I18n.locale.to_s
  task_type = lead_form_defaults.delete(:activity_type_task_type)
  lead_form_defaults[:activity_type_id] ||= ActivityType.find_by(task_type: task_type)&.id if task_type
  lead_form_defaults[:skip_activity] ||= false
  Lead.new(lead_form_defaults).from_party(@context_user)
end

#support_request_form(locale: I18n.locale, referred_sku: nil, referred_product_line: nil) ⇒ Object 



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# File 'app/helpers/lead_form_helper.rb', line 86

def support_request_form(locale: I18n.locale, referred_sku: nil, referred_product_line: nil)
  # if locale == :es
  #   submit_url = cms_link('/contact_es/send')
  # end
  I18n.with_locale(locale) do
    render partial: '/www/leads/support_request_form', locals: {
                  support_case_note: 'Incoming Support Request from Support page',
                  referred_sku: referred_sku,
                  referred_product_line: referred_product_line,
                  submit_url: cms_link('/contact/send')
                }
  end
end