Class: OpportunitiesController

Inherits:
CrmController show all
Includes:
Controllers::ActivitiesTab, Controllers::Attachable, Controllers::CommunicationsTab, Controllers::DigitalAssetLinkable, Controllers::OpportunitiesTab, Controllers::RoomsTab, Controllers::SmsTab, Controllers::UploadsTab, Controllers::Workflowable
Defined in:
app/controllers/opportunities_controller.rb

Overview

Controller: opportunities.

Constant Summary collapse

EDIT_PARTICIPANTS_ACTION =

Edit participants action.

'Edit Participants'
EDIT_ROOMS_ACTION =

Edit rooms action.

'Edit Rooms'

Constants included from Controllers::Attachable

Controllers::Attachable::PUBLICATIONS_PER_PAGE

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

Constants included from Www::SeoHelper

Www::SeoHelper::AWARDS, Www::SeoHelper::CA_ADDRESS, Www::SeoHelper::CA_BUSINESS_HOURS, Www::SeoHelper::CA_CONTACT_POINT, Www::SeoHelper::CA_CURRENCIES, Www::SeoHelper::CA_DESCRIPTION, Www::SeoHelper::CA_FOUNDING_DATE, Www::SeoHelper::CA_GLOBAL_LOCATION_NUMBER, Www::SeoHelper::CA_LEGAL_NAME, Www::SeoHelper::CA_LOCAL_BUSINESS, Www::SeoHelper::CA_ONLINE_STORE, Www::SeoHelper::CA_RETURN_POLICY, Www::SeoHelper::CA_SALES_DEPARTMENT, Www::SeoHelper::CA_SERVICE_AREA, Www::SeoHelper::CA_URL, Www::SeoHelper::CA_VAT_ID, Www::SeoHelper::CA_WAREHOUSE_DEPARTMENT, Www::SeoHelper::CA_WAREHOUSE_HOURS, Www::SeoHelper::COMPANY_EMAIL, Www::SeoHelper::COMPANY_LOGO, Www::SeoHelper::COMPANY_NAME, Www::SeoHelper::COMPANY_SLOGAN, Www::SeoHelper::EXPERTISE, Www::SeoHelper::FAX_NUMBER, Www::SeoHelper::GS1_COMPANY_PREFIX, Www::SeoHelper::ISO6523_CODE, Www::SeoHelper::PAYMENT_METHODS, Www::SeoHelper::PHONE_NUMBER, Www::SeoHelper::PRIMARY_NAICS, Www::SeoHelper::REFUND_TYPE, Www::SeoHelper::RETURN_FEES, Www::SeoHelper::RETURN_METHOD, Www::SeoHelper::RETURN_POLICY_CATEGORY, Www::SeoHelper::SECONDARY_NAICS, Www::SeoHelper::SOCIAL_PROFILES, Www::SeoHelper::US_ADDRESS, Www::SeoHelper::US_BUSINESS_HOURS, Www::SeoHelper::US_CONTACT_POINT, Www::SeoHelper::US_CURRENCIES, Www::SeoHelper::US_DESCRIPTION, Www::SeoHelper::US_FOUNDING_DATE, Www::SeoHelper::US_GLOBAL_LOCATION_NUMBER, Www::SeoHelper::US_IMAGE, Www::SeoHelper::US_LEGAL_NAME, Www::SeoHelper::US_LOCAL_BUSINESS, Www::SeoHelper::US_ONLINE_STORE, Www::SeoHelper::US_RETURN_POLICY, Www::SeoHelper::US_SALES_DEPARTMENT, Www::SeoHelper::US_SERVICE_AREA, Www::SeoHelper::US_TAX_ID, Www::SeoHelper::US_URL, Www::SeoHelper::US_WAREHOUSE_DEPARTMENT, Www::SeoHelper::US_WAREHOUSE_HOURS

Constants included from IconHelper

IconHelper::CUSTOM_ICON_MAP, IconHelper::CUSTOM_SVG_DIR, IconHelper::DEFAULT_FAMILY

Instance Method Summary collapse

Methods included from Controllers::DigitalAssetLinkable

#link_images, #link_videos

Methods included from Controllers::Attachable

#attach, #publication_modal, #remove_attachment, #search_library

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

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?, #stamp_impersonation_context, #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, #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 ApplicationHelper

#better_number_to_currency, #check_force_logout, #check_or_cross, #check_or_times, #embedded_tab_frame_id, #error_messages, #general_disclaimer_on_product_installation_and_local_codes, #gridjs_from_html_table, #gridjs_table, #is_wy_ip, #line_break, #parent_layout, #pass_or_fail, #render_error_messages_list, #render_video_card, #resolved_auth_form_turbo_frame, #return_path_or, #safe_css_color, #set_return_path_if_present, #set_section_if_present, #tab_frame_id, #to_underscore, #track_page?, #turbo_section_wrapper, #turbo_tabs_request?, #url_on_same_domain_as_request, #widget_index_daily_focus_index_path, #working_hours?, #yes_or_no, #yes_or_no_highlighted, #yes_or_no_with_check_or_cross, #youtube_video

Methods included from UppyUploaderHelper

#file_uploader, #image_uploader, #large_file_uploader_s3, #lead_sketch_uploader, #rma_image_uploader, #rma_image_uploader_s3, #uppy_uploader, #video_uploader

Methods included from Www::ImagesHelper

#image_asset_tag, #image_asset_url

Methods included from Www::SeoHelper

#add_page_schema, #add_webpage_schema, #canada?, #company_social_links, #ensure_context_json, #json_ld_script_tag, #local_business_schema, #online_store_id, #online_store_schema, #page_main_entity, #page_main_entity_json, #render_auto_collection_page_schema, #render_collection_page_schema, #render_local_business_schema, #render_online_store_schema, #render_page_schemas, #render_page_video_schemas, #render_webpage_schema, #render_webpage_schema_with_collections, #usa?

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?

Methods included from IconHelper

#account_nav_icon, #fa_icon, #star_rating_html

Instance Method Details

#assign_plans ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 426

def assign_plans
  render layout: 'crm/crm'
end

#attach_orders ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 215

def attach_orders
  attach_order_ids = params[:order_ids] || []
  success = []
  @opportunity.unattached_orders.where(id: attach_order_ids).find_each do |order|
    order.update_attribute!(:opportunity_id, @opportunity.id)
    success << order.reference_number
  end
  flash[:info] = if success.present?
                   "Order(s) #{success.join(', ')} were attached to opportunity #{@opportunity.name}. "
                 else
                   +'No orders were attached. '
                 end
  if params[:mark_as_won].to_b
    if @opportunity.win
      flash[:info] = "#{flash[:info]} Opportunity was marked as won. "
    else
      flash[:error] = 'Opportunity could not be marked as won. '
    end
  end
  redirect_to opportunity_path(@opportunity)
end

#batch_merge ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 330

def batch_merge
  @opportunities = @customer.opportunities
  @opportunities = @opportunities.open_opportunities.not_cancelled unless params[:show_all_opportunities]
  @opportunities = @opportunities.most_recent_first
end

#cancel ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 160

def cancel
  @opportunity.cancel if @opportunity.cancelable?
  redirect_to_return_path_or_default opportunity_path(@opportunity)
end

#choose_next_installation ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 467

def choose_next_installation
  @room_configuration = RoomConfiguration.find(params[:room_id])
end

#complete_assign_plans ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 430

def complete_assign_plans
  @opportunity = Opportunity.find(params[:id])
  counter = 0
  msg = []
  params[:uploads].each do |upload_id, upload_attrs|
    next if upload_attrs[:resource_combo].blank?

    upload = Upload.find(upload_id)
    counter += 1 if upload.update(upload_attrs)
    msg << upload.errors.full_messages if upload.errors.present?
  end
  if counter.positive?
    flash[:info] = "Re-assignment complete, #{counter} room(s) updated."
    redirect_to opportunity_path(@opportunity)
  else
    flash.now[:error] = "No files were re-assigned. #{msg.join(',')}"
    render :assign_plans, layout: 'crm/crm', status: :unprocessable_content
  end
end

#complete_new_installation ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 91

def complete_new_installation
  @opportunity = Opportunity.new(params[:opportunity])
  @customer.opportunities << @opportunity

  if @opportunity.new_record?
    render :new_installation, status: :unprocessable_content
  else
    redirect_to installation_record_room_configuration_path(@opportunity.room_configurations.first)
  end
rescue ActiveRecord::RangeError
  @opportunity.errors.add(:base, "A numeric value is out of range. Please check your inputs and try again.")
  render :new_installation, status: :unprocessable_content
end

#complete_promise ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 174

def complete_promise
  if @opportunity.can_promise?
    @opportunity.attributes = params[:opportunity]
    if @opportunity.promise # save
      flash[:info] = 'Opportunity marked as promised'
      redirect_to opportunity_path(@opportunity)
    else
      flash.now[:error] = @opportunity.errors_to_s.presence || 'Could not mark opportunity as promised.'
      render :promise, status: :unprocessable_content
    end
  else
    flash[:error] = 'Opportunity is not in a state that can transition to promised'
    redirect_to opportunity_path(@opportunity)
  end
end

#confirm_participants ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 40

def confirm_participants
  if @opportunity.update(params[:opportunity])
    if @opportunity.contact_id.nil?
      first_participant = @opportunity.opportunity_participants.first
      if first_participant && first_participant.party.customer&.id == @opportunity.customer_id && first_participant.party.is_a?(Contact)
        @opportunity.contact_id = first_participant.party.id
        first_participant.party.job_title ||= first_participant.role
        first_participant.party.save
        if @opportunity.save
          first_participant.destroy
          flash[:info] = "Participant #{first_participant.party.full_name} was moved to primary contact of opportunity"
        else
          flash[:error] = "Could not automatically make #{first_participant.party.full_name} primary contact of opportunity. #{@opportunity.errors_to_s}"
        end
      end
    end
    handle_next_action
  else
    flash.now[:error] = @opportunity.errors_to_s.presence || 'Could not update participants.'
    render :participants, status: :unprocessable_content
  end
rescue ActiveRecord::InvalidForeignKey
  flash[:error] = "One of the selected participants no longer exists. Please refresh and try again."
  redirect_to participants_opportunity_path(@opportunity)
rescue ActiveRecord::RecordNotUnique
  # Concurrent submit raced past the model uniqueness validation and tripped
  # the `index_opportunity_participants_on_opportunity_id_and_party_id` UNIQUE
  # index. Surface a friendly error instead of a 500 (AppSignal #2452).
  flash[:error] = 'One of the selected participants is already on this opportunity. Please refresh and try again.'
  redirect_to participants_opportunity_path(@opportunity)
end

#copy ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 268

def copy
  @target_opportunities = @opportunity.customer.opportunities.to_a.dup - [@opportunity]
end

#create ⇒ Object

PUT /customers/1/opportunities



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# File 'app/controllers/opportunities_controller.rb', line 112

def create
  @opportunity = Opportunity.new(params[:opportunity])
  authorize! :create, @opportunity
  @customer.opportunities << @opportunity
  if @opportunity.new_record?
    set_default_electricity_rate
    render :new, status: :unprocessable_content
  else
    handle_next_action
  end
rescue ActiveRecord::RangeError
  @opportunity.errors.add(:base, "A numeric value is out of range. Please check your inputs and try again.")
  set_default_electricity_rate
  render :new, status: :unprocessable_content
end

#destroy ⇒ Object

DELETE /customers/1/opportunities/1



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# File 'app/controllers/opportunities_controller.rb', line 144

def destroy
  if @opportunity.ok_to_delete?
    @opportunity.destroy
    redirect_to customer_path(@customer)
  else
    deps = @opportunity.quotes.limit(10).map do |q|
      view_context.link_to("Quote #{q.reference_number}", quote_path(q))
    end
    @opportunity.room_configurations.limit(10).each do |rc|
      deps << view_context.link_to("Room #{rc.name}", room_configuration_path(rc))
    end
    flash[:error] = "Opportunity cannot be deleted because it is referenced by: #{deps.join(', ')} (limited to first 10 of each type)"
    redirect_to opportunity_path(@opportunity)
  end
end

#do_batch_merge ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 336

def do_batch_merge
  @opportunity = Opportunity.find(params[:master_opportunity_id])
  authorize! :merge, @opportunity

  success_messages = []
  error_messages = []
  error_messages << 'Nothing selected to merge' if params[:opportunity_action].blank?
  (params[:opportunity_action] || []).each do |opportunity_id, merge_action|
    case merge_action
    when 'M' # Merge
      imported_opportunity = Opportunity.find(opportunity_id)
      result = Opportunity::Merger.new.process(duplicate_opp: imported_opportunity, survivor_opp: @opportunity)
      if result.merged?
        success_messages += result.messages
      else
        error_messages += result.messages
      end
    when 'D' # Delete
      deleted_opportunity = Opportunity.find(opportunity_id)
      deleted_opportunity.destroy
      success_messages << "Opportunity #{deleted_opportunity} was deleted"
    end
  end
  flash[:info] = success_messages.join('. ') if success_messages.present?
  flash[:error] = error_messages.join('. ') if error_messages.present?
  if error_messages.any?
    redirect_to batch_merge_customer_opportunities_path(@opportunity.customer)
  else
    redirect_to_return_path_or_default @opportunity
  end
end

#do_copy ⇒ Object 



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

def do_copy
  if (customer_id = params.dig(:copy, :customer_id)).present?
    customer_copying_to = Customer.find(customer_id)
  end
  quotes_copying_to = (params[:quote_ids].presence || []).map(&:to_i)

  if customer_copying_to.present? && quotes_copying_to.present?
    Customer.find(@opportunity.customer_id).catalog_id
    customer_copying_to.catalog_id
    target_customer = params.dig(:copy, :customer_id).to_i
    current_customer = @opportunity.customer_id
    has_same_opportunity = Opportunity.where(customer_id: customer_copying_to.id).where(name: @opportunity.name)

    if target_customer == current_customer
      flash[:error] = 'Cannot copy an opportunity to the same customer.'
      redirect_back_or_to root_path && return
    end

    # if target_customer_catalog_id != current_customer_catalog_id
    #   flash[:error] = 'Cannot copy an opportunity between different customer catalog.'
    #   redirect_back(fallback_location: root_path) && return
    # end

    if has_same_opportunity.present?
      flash[:error] = 'Current opportunity cannot be copied. Target customer already has it.'
      redirect_back_or_to root_path && return
    end

    # if @opportunity.orders.active.non_carts.present?
    #   flash[:error] = 'Cannot copy an opportunity with active orders, cancel them before.'
    #   redirect_back(fallback_location: root_path) && return
    # end

    job_options = {
        customer_id: customer_copying_to.id,
        opportunity_id: @opportunity.id,
        quote_ids: quotes_copying_to,
        notify_email: current_user.email
    }.stringify_keys
    job_id = OpportunityCopyWorker.perform_async(job_options)
    if job_id.blank?
      if (job_id = BackgroundJobStatus.search(worker_klass: 'OpportunityCopyWorker', 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 opportunity_path(@opportunity)
    end

  else
    flash[:error] = 'Customer or quotes selected are not valid. Remember that you must select the target customer and at least 1 quote.'
    redirect_back_or_to root_path
  end
end

#do_mark_as_duplicate ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 384

def do_mark_as_duplicate
  authorize! :update, @opportunity
  target = Opportunity.find_by(id: params[:merged_into_id], customer_id: @opportunity.customer_id)
  if target.nil? || target.id == @opportunity.id
    flash[:error] = 'Pick a different opportunity on this customer to mark as the canonical one.'
    redirect_to mark_as_duplicate_opportunity_path(@opportunity)
    return
  end

  @opportunity.merge_into!(target)
  flash[:info] = "Marked as duplicate of #{target.reference_number}. The two are now linked for reporting."
  redirect_to opportunity_path(target)
rescue ActiveRecord::RecordInvalid, ArgumentError => e
  flash[:error] = "Could not mark as duplicate: #{e.message}"
  redirect_to opportunity_path(@opportunity)
end

#do_move ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 246

def do_move
  if (customer_id = params.dig(:move, :customer_id)).present?
    customer_moving_to = Customer.find(customer_id)
  end

  if customer_moving_to
    om = Opportunity::Mover.new(@opportunity)
    if om.move_to(customer_moving_to)
      flash[:info] = 'Move successful'
      redirect_to opportunity_path(@opportunity)
    else
      flash.now[:error] = om.results.join(',')
      @target_opportunities = @opportunity.customer.opportunities.to_a.dup - [@opportunity]
      render :move, status: :unprocessable_content
    end
  else
    flash.now[:error] = 'Invalid customer selected'
    @target_opportunities = @opportunity.customer.opportunities.to_a.dup - [@opportunity]
    render :move, status: :unprocessable_content
  end
end

#edit ⇒ Object 



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

def edit
  @opportunity = Opportunity.find(params[:id])
  set_default_electricity_rate
  authorize! :update, @opportunity
end

#enter_rooms ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 475

def enter_rooms
  handle_next_action
end

#index ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 22

def index
  if context_object
    build_opportunities_tab_data(context_object)
  else
    @context_object = nil
    @q = Opportunity.all.ransack(params[:q])
    @pagy, @opportunities = pagy(:countish, @q.result.order('opportunities.created_at desc'))
  end
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#lose ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 190

def lose
  redirect_to lost_reason_opportunity_path(@opportunity)
end

#lost_reason ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 401

def lost_reason; end

#lost_reason_update ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 403

def lost_reason_update
  @opportunity.attributes = opportunity_lost_params

  if transition_to_lost_state
    flash[:info] = "Opportunity marked as #{@opportunity.state.humanize.downcase}."
    redirect_to opportunity_path(@opportunity)
  else
    flash.now[:error] = @opportunity.errors_to_s.presence || 'Could not mark opportunity as lost.'
    render :lost_reason, status: :unprocessable_content
  end
end

#mark_as_duplicate ⇒ Object

Show the "mark this opp as a duplicate of another" form. Lists the
other open opps on the same customer as candidates.



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# File 'app/controllers/opportunities_controller.rb', line 375

def mark_as_duplicate
  authorize! :update, @opportunity
  @candidates = @opportunity.customer.opportunities
                            .open_opportunities
                            .where.not(id: @opportunity.id)
                            .order(created_at: :desc)
                            .limit(50)
end

#merge ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 368

def merge
  # sending to new page
  redirect_to batch_merge_customer_opportunities_path(@opportunity.customer, master_opportunity_id: @opportunity.id)
end

#move ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 242

def move
  @target_opportunities = @opportunity.customer.opportunities.to_a.dup - [@opportunity]
end

#new ⇒ Object 



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

def new
  @opportunity = @customer.opportunities.build(contact_id: params[:contact_id], source: @customer.source_for_opps_and_orders)
  set_default_electricity_rate
  authorize! :create, @opportunity
end

#new_installation ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 86

def new_installation
  @opportunity = @customer.opportunities.build
  @opportunity.room_configurations.build(room_type_id: 18) # start with 'Other' here to avoid nil room_type
end

#participant_lookup ⇒ Object

Used by tom-select field on opportunity/:id/participants
if q is specified a global lookup is run
if party_id is specified, then a single party is looked up (used to initialize form on load typically)



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# File 'app/controllers/opportunities_controller.rb', line 75

def participant_lookup
  results = OpportunityParticipant.find_participants(@opportunity, params)
  render json: results
end

#participants ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 38

def participants; end

#promise ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 165

def promise
  authorize!(:update, @opportunity)
  if @opportunity.can_promise?
    render :promise
  else
    redirect_to(opportunity_path(@opportunity), flash: { error: 'Opportunity cannot promise from current state' })
  end
end

#refresh_all_room_plans ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 450

def refresh_all_room_plans
  @opportunity = Opportunity.find(params[:id])
  room_configuration_ids = @opportunity.room_configurations.select(&:has_plans?).map(&:id)
  if room_configuration_ids.any?
    job_id = GenerateMultipleRoomPlansWorker.perform_async({ 'on_finish_redirect_to' => "/opportunities/#{@opportunity.id}", 'room_configuration_ids' => room_configuration_ids })
    if job_id
      redirect_to job_path(job_id)
    else
      flash[:error] = 'Job could not be queued or did not provide status, perhaps a duplicate'
      redirect_to_return_path_or_default opportunity_path(@opportunity)
    end
  else
    flash[:warning] = 'No rooms have plans to refresh'
    redirect_to_return_path_or_default opportunity_path(@opportunity)
  end
end

#reopen ⇒ Object 



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

def reopen
  @opportunity.update(lost_reason_code: nil, purchase_outlet: nil, purchased_competitor: nil, purchased_system: nil)
  @opportunity.reopen!
  if @opportunity.open_opportunity?
    flash[:info] = 'Opportunity was reopen'
  else
    flash[:error] = 'Opportunity could not be re-opened, contact your system admin'
  end
  redirect_to opportunity_path(@opportunity)
end

#restore ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 237

def restore
  @opportunity.reopen
  redirect_to_return_path_or_default opportunity_path(@opportunity)
end

#rooms ⇒ Object 



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

def rooms
  redirect_to opportunity_path(@opportunity, tab: "rooms")
end

#show ⇒ Object 



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

def show; end

#tab_activities ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 533

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

#tab_attachments ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 506

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

#tab_communications ⇒ Object 



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

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

#tab_contacts ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 487

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

#tab_digital_assets ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 542

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

#tab_main ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 479

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

#tab_rooms ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 495

def tab_rooms
  authorize!(:read, @opportunity)
  @editing_locked = false
  @return_path = opportunity_path(@opportunity, tab: 'rooms')
  build_rooms_tab_data(@opportunity)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_sms ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 524

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

#unattached_orders ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 211

def unattached_orders
  @unattached_orders = @opportunity.unattached_orders(page: params[:page].presence, per: params[:per].presence)
end

#update ⇒ Object

PUT /customers/1/opportunities/1



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# File 'app/controllers/opportunities_controller.rb', line 129

def update
  authorize! :update, @opportunity
  if @opportunity.update(params[:opportunity])
    handle_next_action
  else
    set_default_electricity_rate
    render :edit, status: :unprocessable_content
  end
rescue ActiveRecord::RangeError
  @opportunity.errors.add(:base, "A numeric value is out of range. Please check your inputs and try again.")
  set_default_electricity_rate
  render :edit, status: :unprocessable_content
end

#win ⇒ Object 



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# File 'app/controllers/opportunities_controller.rb', line 194

def win
  # If there are no orders linked to the opportunity this is a big no no
  if @opportunity.orders.active.empty?
    if @opportunity.unattached_orders.present?
      # maybe they need to be linked
      flash[:warning] = 'Before you can mark this opportunity won you need to have one order linked.'
      redirect_to unattached_orders_opportunity_path(@opportunity)
    elsif (flash[:error] = 'No orders are linked to this opportunity and none are found in the customer, this opportunity cannot be marked as won')
      redirect_to opportunity_path(@opportunity)
    end
  else
    @opportunity.win
    flash[:info] = 'Opportunity marked as won'
    redirect_to opportunity_path(@opportunity)
  end
end