Module: OpportunitiesHelper

Defined in:
app/helpers/opportunities_helper.rb

Overview

View helper: opportunities.

Instance Method Summary collapse

Instance Method Details

#append_opportunity_participants_hash(opportunity, parties_hash = {}) ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 24

def append_opportunity_participants_hash(opportunity, parties_hash = {})
  opportunity.opportunity_participants.each do |opp_par|
    titles = [opp_par.party.full_name]
    titles << "(#{opp_par.role})" if opp_par.role.present?
    parties_hash[titles.join(' ')] = { party: opp_par.party, collapsed: true, contact_point_id: opp_par.contact_point_id }
  end
end

#build_opportunity_party_hash(opportunity) ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 16

def build_opportunity_party_hash(opportunity)
  parties_hash = {}
  parties_hash["#{opportunity.contact.full_name} (Primary)"] = opportunity.contact if opportunity.contact
  parties_hash["#{opportunity.customer.full_name} (Customer)"] = { party: opportunity.customer, collapsed: false } if opportunity.contact != opportunity.customer
  append_opportunity_participants_hash(opportunity, parties_hash)
  parties_hash
end

#gather_opp_contact_points(_opp) ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 32

def gather_opp_contact_points(_opp)
  phones = [] +
           @opportunity.primary_party.contact_points.contactable.limit(3) +
           @opportunity.customer.contact_points.contactable.limit(3)
  phones.compact.uniq
end

#opportunity_command_options(opportunity = @opportunity) ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 69

def opportunity_command_options(opportunity = @opportunity)
  actions = []
  actions << link_to('Edit', edit_opportunity_path(opportunity))
  actions << link_to('Edit Participants', participants_opportunity_path(opportunity))
  actions << link_to('Edit Rooms/Areas', rooms_opportunity_path(opportunity))
  if opportunity.room_configurations.any?(&:has_plans?)
    actions << link_to('Refresh All Room/Area Plans', refresh_all_room_plans_opportunity_path(opportunity), data: { turbo_confirm: 'Are you sure? This can take a little while...', turbo_method: :post })
  end
  actions << link_to('Delete', opportunity_path(opportunity), data: { turbo_confirm: 'Are you sure?', turbo_method: :delete }) if opportunity.ok_to_delete?
  actions << link_to('Move', move_opportunity_path(opportunity))
  actions << link_to('Copy', copy_opportunity_path(opportunity))
  actions << link_to('Merge', merge_opportunity_path(opportunity)) if can? :merge, opportunity
  actions << link_to('Mark as duplicate of...', mark_as_duplicate_opportunity_path(opportunity)) if can? :update, opportunity
  actions.compact
end

#opportunity_contact_panel(party, options = {}) ⇒ ActiveSupport::SafeBuffer

Panel for an opportunity contact with a dropdown (View/Edit) and body
showing organization, role, and contact details.

Parameters:

  • party (Contact, Customer, Party) —

    the party to display

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

    display options

Options Hash (options):

  • :role (String) —

    participant role label shown in the body

  • :contact_point_id (Integer) —

    preselected contact point
    passed to the contact partial

Returns:

  • (ActiveSupport::SafeBuffer) —

    the rendered panel



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# File 'app/helpers/opportunities_helper.rb', line 93

def opportunity_contact_panel(party, options = {})
  panel(party.full_name, false, mode: :dropdown) do |section|
    if section == :dropdown
      concat content_tag(:li, link_to('View', polymorphic_path(party), class: 'dropdown-item'))
      concat content_tag(:li, link_to('Edit', polymorphic_path(party, action: :edit), class: 'dropdown-item'))
    else
      concat attr_display 'Organization', party.customer.try(:full_name), true if party.is_a? Contact
      concat attr_display 'Role', options[:role], true
      concat render partial: '/contacts/contact_in_panel',
                    locals: {
                        contact: party,
                        contact_point_id: options[:contact_point_id]
                    }
    end
  end
end

#opportunity_name_with_age(opp) ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 52

def opportunity_name_with_age(opp)
  str = [opp.name]
  str << content_tag(:span, "(created #{time_ago_in_words(opp.created_at)} ago)", style: 'font-size:0.8em;color:gray') if opp.created_at
  str.join(' ').html_safe
end

#opportunity_quick_info(opportunity = @opportunity) ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 110

def opportunity_quick_info(opportunity = @opportunity)
  info = []
  info << clipboard_copy(opportunity.reference_number, mode: :text, url: opportunity_url(opportunity), button_class: 'clipboard-btn px-2 nav-link')
  info << employee_badge(opportunity.primary_sales_rep, title: 'Primary Sales Rep') if opportunity.primary_sales_rep
  info << fa_icon('file-invoice-dollar', text: "MSRP: #{number_to_currency(opportunity.msrp_value)}") if opportunity.msrp_value
  info << fa_icon('file-invoice-dollar', text: "Discounted Price: #{number_to_currency(opportunity.value)}") if opportunity.value
  info << fa_icon('tags', text: "Effective Discount: #{opportunity.discount_percentage} %".html_safe) if opportunity.discount_percentage
  info
end

#opportunity_state_options(opportunity = @opportunity) ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 58

def opportunity_state_options(opportunity = @opportunity)
  actions = []
  actions << opportunity.human_state_name.titleize
  actions += available_events_links(opportunity, data: { turbo_confirm: 'Are you sure?' })
  if opportunity.try(:state_description).present?
    actions << { class: 'divider' }
    actions << { content: opportunity.try(:state_description) }
  end
  actions
end

#opportunity_tab_options ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 120

def opportunity_tab_options
  {
    quotes: {
      counter: @opportunity.quotes.size,
      remote_href: opportunity_quotes_path(@opportunity)
    },
    contacts: {
      remote_href: tab_contacts_opportunity_path(@opportunity)
    },
    rooms: {
      counter: @opportunity.room_configurations.size,
      title: 'Rooms & Areas',
      remote_href: tab_rooms_opportunity_path(@opportunity)
    },
    activities: {
      counter: @opportunity.open_activities_counter,
      remote_href: tab_activities_opportunity_path(@opportunity, selected_activity: params[:selected_activity])
    },
    orders: {
      counter: @opportunity.orders.size,
      remote_href: opportunity_orders_path(@opportunity)
    },
    main: { remote_href: tab_main_opportunity_path(@opportunity) },
    communications: {
      counter: @opportunity.all_related_communications.size,
      remote_href: tab_communications_opportunity_path(@opportunity)
    },
    sms: {
      counter: @opportunity.sms_messages.unread.size,
      remote_href: tab_sms_opportunity_path(@opportunity)
    },
    attachments: {
      counter: @opportunity.all_uploads.size,
      remote_href: tab_attachments_opportunity_path(@opportunity)
    },
    digital_assets: {
      counter: @opportunity.digital_assets.size,
      remote_href: tab_digital_assets_opportunity_path(@opportunity)
    },
    outlet_purchases: {
      counter: @opportunity.outlet_purchases.size,
      title: 'Outlet Purchases',
      remote_href: tab_outlet_purchases_opportunity_path(@opportunity)
    }
  }
end

#opportunity_tool_tip(opp) ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 39

def opportunity_tool_tip(opp)
  str = []
  str << "Created on #{opp.created_at.to_fs(:crm_default)}"
  str << "        by #{opp.creator.full_name}" if opp.creator
  opp.room_configurations.last_revisions.each do |rc|
    str << "Room: #{rc.name_with_room}"
  end
  opp.quotes.each do |q|
    str << "Quote: #{q.reference_number_with_name} - #{q.state}"
  end
  str.join("\n\r")
end

#setup_opportunity(opp) ⇒ Object 



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# File 'app/helpers/opportunities_helper.rb', line 5

def setup_opportunity(opp)
  opp.tap do |o|
    # Nothing for now
  end
end

#setup_opportunity_participants(opp) ⇒ Object 



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

def setup_opportunity_participants(opp)
  # opp.opportunity_participants.build
  opp
end