Class: OrdersController

Inherits:
CrmController show all
Includes:
Controllers::ActivitiesTab, Controllers::CommunicationsTab, Controllers::Crm::ShippingParams, Controllers::OrdersTab, Controllers::PriceEditable, Controllers::RequireTurboFrame, Controllers::RoomsTab, Controllers::SmsTab, Controllers::UploadsTab, Controllers::WarehouseStreamActions, Controllers::Workflowable, CrmFormHelper
Defined in:
app/controllers/orders_controller.rb

Overview

Controller: orders.

Constant Summary collapse

TAB_ACTIONS =

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

%i[tab_material_alerts tab_line_items tab_main tab_contacts tab_shipping tab_rooms tab_attachments tab_communications tab_sms tab_activities tab_payments tab_tickets tab_inventory tab_invoices tab_edi_documents tab_rmas
tab_credit_memos tab_reviews tab_marketing tab_warranty].freeze

Constants included from Controllers::WarehouseStreamActions

Controllers::WarehouseStreamActions::WAREHOUSE_TAB_CONTENT_FRAME

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 CrmFormHelper

#blocking_submit_button, #boolean_select, #datalist, #edit_button, #form_style_attribute_display, #opportunity_local_sales_rep_input, #sales_support_rep_input, #submit_cancel, #technical_rep_input, #technical_rep_sec_input, #yes_no_blank_boolean_collection_for_select, #yes_no_boolean_collection_for_select

Methods included from Controllers::PriceEditable

#price_edit, #price_update

Methods included from Controllers::WarehouseStreamActions

#redirect_to

Methods included from FileDownloadPresenter

#file_download_entry

Methods included from Controllers::RequireTurboFrame

require_in_pane_tab_frames, require_turbo_frame

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, #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

#account_managers ⇒ void

This method returns an undefined value.

Renders the account-managers (reps/contact/opportunity) edit screen.



192
193
194
 
# File 'app/controllers/orders_controller.rb', line 192

def 
  
end

#account_managers_defined ⇒ void

This method returns an undefined value.

Saves the account-managers form: reps, contact, and a new linked
opportunity, syncing the shipping address/tracking email from the contact.



249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
 
# File 'app/controllers/orders_controller.rb', line 249

def 
  @order.attributes = params[:order]
  authorize!(:update, @order)
  if @order.save
    res = @order.fix_future_release_date
    flash[:info] = res[:message] if res[:message].present?
    # because of the weird way combo_contact sets contacts, and that we can also create an opportunity from the same form, we want to update a new opportunity with the new contact as well... but only if it's new... otherwise let the chips fall... ie you can get into a situation where an order is linked to one contact, but also linked to an opp with another contact... yeesh
    @order.opportunity.update(contact_id: @order.contact_id) if @order.contact && params[:order][:opportunity_attributes] && params[:order][:opportunity_attributes][:name].present? && @order.opportunity
    Rails.logger.debug { "@order.update_shipping_address_with_contact: #{@order.update_shipping_address_with_contact}" }
    if @order.update_shipping_address_with_contact
      Rails.logger.debug '@order.update_shipping_address_with_contact IS TRUE!!!'
      if @order.contact.present?
        @order.shipping_address&.person_name_override = @order.contact.name
        @order.shipping_address&.save
        @order.tracking_email = [@order.contact.email] if @order.contact.email.present? && @order.tracking_email.none?(@order.contact.email)
        @order.shipping_phone = @order.contact.phone
      else # contact reset but ant to update the order shipping address and phone and tracking email, so reset
        @order.shipping_address&.person_name_override = nil
        @order.shipping_address&.save
        @order.set_default_tracking_email(force: true)
        @order.shipping_phone = @order.customer.phone || @order.customer.cell_phone
      end
      @order.save
    end
    redirect_to_return_path_or_default(shipping_address_order_url(@order))
  else
    flash.now[:error] = "There were errors updating the order: #{@order.errors_with_deliveries_errors.to_sentence.capitalize}"
    
    render :account_managers, status: :unprocessable_content
  end
end

#approve_credit_request ⇒ void

This method returns an undefined value.

Approves the order's credit request and increases available credit.



1302
1303
1304
1305
1306
1307
1308
1309
1310
1311
 
# File 'app/controllers/orders_controller.rb', line 1302

def approve_credit_request
  authorize! :approve_credit_request, Order
  @order = Order.find(params[:id])
  @customer = @order.customer
  @billing_entity = @order.billing_entity
  @billing_entity.approve_credit_request(@order.balance, @order)
  @order.approve_credit_request
  flash[:info] = 'Credit available increased and rep notified.'
  redirect_to_return_path_or_default @order
end

#cancel ⇒ void

This method returns an undefined value.

Cancels the order, or destroys it outright when it has no history.



148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
 
# File 'app/controllers/orders_controller.rb', line 148

def cancel
  customer = @order.customer
  success = @order.cancel_or_destroy

  if success
    @order = Order.find_by(id: @order.id)
    flash[:info] = if @order
                     'Order has been cancelled.'
                   else
                     'Order was deleted'
                   end
  elsif @order&.errors_with_deliveries_errors&.any?
    flash[:error] = @order.errors_with_deliveries_errors.join(', ')
  end

  if @order
    redirect_to_return_path_or_default order_path(@order)
  else
    redirect_to_return_path_or_default customer_path(customer)
  end
end

#cancel_cod_check ⇒ void

This method returns an undefined value.

Clears COD collection by check and recalculates shipping.



475
476
477
478
479
480
481
 
# File 'app/controllers/orders_controller.rb', line 475

def cancel_cod_check
  @order.need_to_recalculate_shipping
  @order.update(cod_collection_type: nil)
  result = eval(@order.last_shipping_rate_request_result.to_s) # rubocop:disable Security/Eval
  handle_shipping_flash_messaging(result, 'cancel_cod_check')
  redirect_to action: :shipping, id: @order.id, customer_id: @order.customer.id, return_path: @return_path
end

#cancel_cod_no_check ⇒ void

This method returns an undefined value.

Clears COD collection without check and recalculates shipping.



521
522
523
524
525
526
527
 
# File 'app/controllers/orders_controller.rb', line 521

def cancel_cod_no_check
  @order.need_to_recalculate_shipping
  @order.update(cod_collection_type: nil)
  result = eval(@order.last_shipping_rate_request_result.to_s) # rubocop:disable Security/Eval
  handle_shipping_flash_messaging(result, 'cancel_cod_no_check')
  redirect_to action: :shipping, id: @order.id, customer_id: @order.customer.id, return_path: @return_path
end

#choose_shipping_method ⇒ void

This method returns an undefined value.

Saves the shipping-method selection (plus uploaded label documents) via
Shipping::UpdateShippingMethod and advances the order toward payment.



532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
 
# File 'app/controllers/orders_controller.rb', line 532

def choose_shipping_method
  if @order.editing_locked?
    flash[:error] = "Can't choose shipping method on order that is locked. Please CR HOLD to change shipping method."
    redirect_to_return_path_or_default(order_url(@order))
  else
    # puts "choose_shipping_method: params: #{params.inspect}"
    @ship_quotable = @order
    %i[custom_packing_slip_upload master_carton_label_upload manual_ship_label_upload bol_upload].each do |attachment_key|
      next if params.dig(attachment_key, :attachment).blank?

      @order.uploads.build(params[attachment_key])
    end

    # Use service to handle shipping updates and discount recalculation
    # Get the order-specific parameters (empty hash if no order params)
    order_params = shipping_params

    # If there are no order parameters, just redirect (no shipping to update)
    if order_params.empty?
      redirect_to_return_path_or_default(order_url(@order))
      return
    end

    # Pass the order parameters to the service
    result = Shipping::UpdateShippingMethod.new.update_from_params(@order, { order: order_params })

    if result.success?
      # Display any shipping change messages
      result.messages.each { |msg| flash[:info] = msg } if result.messages.present?

      # If "Purchase label early" checkbox was checked, show confirmation message
      # The actual label purchase will happen when the order reaches awaiting_deliveries state
      # (triggered by after_transition hook in Order model)
      manual_label_uploaded = params.dig(:manual_ship_label_upload, :attachment).present?
      if @order.purchase_label_early? && !manual_label_uploaded && @order.walmart_sww_eligible?
        flash[:info] = 'Shipping label will be purchased automatically when the order is released to the warehouse. Tracking will be sent to Walmart immediately.'
      end

      res = @order.fix_future_release_date
      add_to_flash(res[:message]) if res[:message].present?

      if @order.includes_schedulable_service? && @order.smartservice_ticket.nil?
        redirect_to_return_path_or_default(service_order_url(@order))
      else
        @order.pending_payment
        if @order.awaiting_deliveries?
          # already had payment so it went straight to warehouse
          # Check for early label purchase result
          early_label_result = @order.early_label_flash_message
          flash[early_label_result[:type]] = early_label_result[:message] if early_label_result.present?
          redirect_to_return_path_or_default(order_url(@order))
        elsif @order.profit_review?
          flash[:warning] = 'Order profit not met'
          redirect_to_return_path_or_default(order_url(@order))
        else
          redirect_to_return_path_or_default(order_discounts_url(@order))
        end
      end
    else
      flash.now[:error] = result.errors
      render :shipping, status: :unprocessable_content
    end
  end
end

#cod_check ⇒ void

This method returns an undefined value.

Sets COD collection by check and recalculates shipping.



465
466
467
468
469
470
471
 
# File 'app/controllers/orders_controller.rb', line 465

def cod_check
  @order.need_to_recalculate_shipping
  @order.update(cod_collection_type: 'check')
  result = eval(@order.last_shipping_rate_request_result.to_s) # rubocop:disable Security/Eval
  handle_shipping_flash_messaging(result, 'cod_check')
  redirect_to action: :shipping, id: @order.id, customer_id: @order.customer.id, return_path: @return_path
end

#cod_no_check ⇒ void

This method returns an undefined value.

Sets COD collection without check and recalculates shipping.



485
486
487
488
489
490
491
 
# File 'app/controllers/orders_controller.rb', line 485

def cod_no_check
  @order.need_to_recalculate_shipping
  @order.update(cod_collection_type: 'no_check')
  result = eval(@order.last_shipping_rate_request_result.to_s) # rubocop:disable Security/Eval
  handle_shipping_flash_messaging(result, 'cod_no_check')
  redirect_to action: :shipping, id: @order.id, customer_id: @order.customer.id, return_path: @return_path
end

#confirm_serial_numbers ⇒ void

This method returns an undefined value.

Saves serial-number reservations and releases the order once reservations
are complete.



1038
1039
1040
1041
1042
1043
1044
1045
1046
1047
1048
1049
1050
1051
1052
1053
1054
1055
1056
1057
1058
1059
 
# File 'app/controllers/orders_controller.rb', line 1038

def confirm_serial_numbers
  @order = Order.find(params[:id])
  if @order.update(params[:order])
    if @order.needs_serial_number_reservation?
      if @order.has_incomplete_reservations?
        flash.now[:error] = 'Serial Number reservation must be completed before releasing'
        load_line_items_requiring_reservation
        render :pick_serial_numbers, status: :unprocessable_content
      else
        @order.release_order
        flash[:info] = 'Order released'
        redirect_to_return_path_or_default order_path(@order)
      end
    else
      redirect_to_return_path_or_default order_path(@order)
    end
  else
    flash.now[:error] = @order.errors_to_s.presence || 'Could not confirm serial numbers.'
    load_line_items_requiring_reservation
    render :pick_serial_numbers, status: :unprocessable_content
  end
end

#contact_lookup ⇒ Object

Used by tom-select field on order/:id/account_managers
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)



1270
1271
1272
1273
1274
 
# File 'app/controllers/orders_controller.rb', line 1270

def contact_lookup
  @order = Order.find(params[:id])
  result = Order::ContactLookup.new.process(@order, params)
  render json: { results: result.results, total: result.total_entries }
end

#create ⇒ Object

PUT /customers/1/orders



124
125
126
127
128
129
130
131
132
133
134
135
 
# File 'app/controllers/orders_controller.rb', line 124

def create
  @order = Order.new(params[:order].merge(customer_id: @customer.id, shipping_method: @customer.default_shipping_option_name))
  @order.single_origin = true if @customer.is_direct_buy? # patch for now for Direct Buy, must be single origin
  if @order.valid?
    authorize!(:create, @order)
    @order.pending_payment!
    flash[:error] = "Order shipping address not valid or otherwise shipping not set! Can't proceed until it is corrected." unless @order.pending_payment?
    redirect_to_return_path_or_default confirm_and_pay_order_path(@order)
  else
    render action: :new, status: :unprocessable_content
  end
end

#deny_credit_request ⇒ void

This method returns an undefined value.

Denies the order's credit request and notifies the rep.



1315
1316
1317
1318
1319
1320
1321
1322
1323
1324
 
# File 'app/controllers/orders_controller.rb', line 1315

def deny_credit_request
  authorize! :deny_credit_request, Order
  @order = Order.find(params[:id])
  @customer = @order.customer
  @billing_entity = @order.billing_entity
  @order.deny_credit_request
  FinancialsMailer.credit_request_denied_notification(@customer, @order.balance, @order).deliver_later
  flash[:info] = 'Credit request denied and rep notified.'
  redirect_to_return_path_or_default @order
end

#destroy ⇒ Object

DELETE /orders/1



780
781
782
783
784
785
786
787
788
789
790
791
 
# File 'app/controllers/orders_controller.rb', line 780

def destroy
  parent_customer = @order.customer
  if @order.ok_to_delete?()
    @order.destroy
    flash[:info] = 'Order has been deleted'
    redirect_to customer_path(parent_customer)
  else
    flash[:error] = @order.errors_with_deliveries_errors.join(',')
    redirect_to order_url(@order)

  end
end

#disable_auto_coupon ⇒ void

This method returns an undefined value.

Disables auto-coupons on the order and refreshes the discount summary.



198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
 
# File 'app/controllers/orders_controller.rb', line 198

def disable_auto_coupon
  @order = Order.find(params[:id])
  @order.update_attribute!(:disable_auto_coupon, true)
  flash[:info] = 'Auto coupons are now disabled, if any auto coupons were applied you can delete them and they will not come back.'

  respond_to do |format|
    format.turbo_stream do
      @order.reload
      @discounts = @order.discounts.includes(:coupon)
      render turbo_stream: turbo_stream.replace(
        'discount_summary',
        partial: 'discounts/summary',
        locals: { itemizable: @order }
      )
    end
    format.html do
      redirect_to_return_path_or_default(order_discounts_path(@order))
    end
  end
end

#do_move ⇒ void

This method returns an undefined value.

Moves the order to another customer/opportunity via Order::Mover.



1381
1382
1383
1384
1385
1386
1387
1388
1389
1390
1391
1392
1393
 
# File 'app/controllers/orders_controller.rb', line 1381

def do_move
  @order = Order.find(params[:id])
  authorize!(:edit, @order)
  customer = Customer.find(params.dig(:move, :customer_id)) if params.dig(:move, :customer_id).present?
  opportunity = customer.opportunities.find(params.dig(:move, :opportunity_id)) if params.dig(:move, :opportunity_id).present?
  res = Order::Mover.new(@order).move_to(customer:, opportunity:)
  if res.success?
    redirect_to order_path(@order)
  else
    flash.now[:error] = res.errors.to_sentence.capitalize
    render :move, status: :unprocessable_content
  end
end

#edi_force_price_match ⇒ void

This method returns an undefined value.

Forces the order's prices to match its EDI pricing, refreshing the
line-items grid and discount summary.



1356
1357
1358
1359
1360
1361
1362
1363
1364
1365
1366
1367
1368
1369
1370
 
# File 'app/controllers/orders_controller.rb', line 1356

def edi_force_price_match
  errs = []
  if @order.edi_price_matcheable?
    authorize!(:edi_force_price_match, @order)
    errs = @order.edi_force_price_match
  else
    errs << 'Order is not an EDI order or already matches the EDI pricing'
  end
  flash.now[:error] = errs.join('. ') if errs.any?

  respond_to do |format|
    format.turbo_stream { render turbo_stream: itemizable_recalculate_streams(@order) }
    format.html { redirect_to_return_path_or_default order_url(@order) }
  end
end

#edit ⇒ Object

GET /customers/1/orders/1/edit



121
 
# File 'app/controllers/orders_controller.rb', line 121

def edit; end

#edit_sales_support_rep ⇒ void

This method returns an undefined value.

Renders the sales-support-rep editor.



795
796
797
798
 
# File 'app/controllers/orders_controller.rb', line 795

def edit_sales_support_rep
  authorize!(:edit_sales_support_rep, @order)
  @employees = Employee.active.order(:full_name)
end

#enable_auto_coupon ⇒ void

This method returns an undefined value.

Re-enables auto-coupons on the order, recalculates discounts, and
refreshes the discount summary.



222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
 
# File 'app/controllers/orders_controller.rb', line 222

def enable_auto_coupon
  @order = Order.find(params[:id])
  @order.disable_auto_coupon = false
  @order.save
  # Recalculate discounts after auto coupons are applied
  @order.reload.reset_discount
  flash[:info] = 'Auto coupons are enabled, if any auto coupons qualified they have been added automatically.'

  respond_to do |format|
    format.turbo_stream do
      @order.reload
      @discounts = @order.discounts.includes(:coupon)
      render turbo_stream: turbo_stream.replace(
        'discount_summary',
        partial: 'discounts/summary',
        locals: { itemizable: @order }
      )
    end
    format.html do
      redirect_to_return_path_or_default(order_discounts_path(@order))
    end
  end
end

#enter_rooms ⇒ void

This method returns an undefined value.

Enqueues the worker that enters the selected room configurations onto the
order, redirecting to the job page.



835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
 
# File 'app/controllers/orders_controller.rb', line 835

def enter_rooms
  params[:order] ||= {}
  params[:order][:room_configuration_ids] ||= []
  new_rc_ids = (params[:order][:room_configuration_ids] || []).uniq.sort

  job_options = {
    order_id: @order.id,
    room_configuration_ids: new_rc_ids,
    redirect_path: order_path(@order, tab: 'rooms')
  }.stringify_keys

  job_id = EnterOrderRoomsWorker.perform_async(job_options)

  if job_id.blank? && (job_id = BackgroundJobStatus.search(worker_klass: 'EnterOrderRoomsWorker', args: job_options).first&.dig(:job_id))
    flash[:warning] = 'A similar job was already enqueued, watching status of that job now'
  end

  if job_id.present?
    redirect_to job_path(job_id)
  else
    flash[:warning] = 'There was a problem queuing the job'
    redirect_to order_path(@order, tab: 'rooms')
  end
end

#exclude_from_payment_check ⇒ void

This method returns an undefined value.

Excludes the order from the payment check.



180
181
182
 
# File 'app/controllers/orders_controller.rb', line 180

def exclude_from_payment_check
  @order.update(exclude_from_payment_check: true)
end

#fix_catalog ⇒ void

This method returns an undefined value.

Re-maps the order's catalog items after a catalog change and flashes the
per-item results.



284
285
286
287
288
 
# File 'app/controllers/orders_controller.rb', line 284

def fix_catalog
  @order = Order.find(params[:id])
  flash[:info] = @order.fix_catalog.join('<br>')
  redirect_to_return_path_or_default order_path(@order)
end

#force_invoiced_status ⇒ void

This method returns an undefined value.

Forces the order to invoiced status (admin escape hatch for orders stuck
in pending payment after all deliveries invoiced).



455
456
457
458
459
460
461
 
# File 'app/controllers/orders_controller.rb', line 455

def force_invoiced_status
  # Method created for admins to force an order to be Invoiced. Usefull for when the order remains in pending payment
  # after all deliveries have been invoiced, due to an error in coupons or shipping. Oscar says it's better to inform
  # accounting to take care of the mismatch than to leave the order in pending_payment
  @order.trigger_invoiced!
  redirect_to order_url(@order)
end

#get_details ⇒ void

This method returns an undefined value.

Returns order details (room ids, goods line items, product lines) as JSON.



1001
1002
1003
1004
1005
1006
1007
1008
1009
1010
1011
1012
1013
1014
1015
1016
 
# File 'app/controllers/orders_controller.rb', line 1001

def get_details
  id = params[:order_id]
  if id.blank?
    render json: { error: 'not-found' }.to_json, status: :not_found
  else
    order = Order.find(id)
    lines = LineItem.where(resource_type: 'Order', resource_id: order.id).goods
    product_lines = []
    line_collection = []
    lines.each do |l|
      line_collection << { id: l.item.id, sku: l.item.sku, quantity: l.quantity }
      product_lines << l.item.primary_product_line.id unless l.item.primary_product_line.nil?
    end
    render json: { room_ids: order.room_configuration_ids.join(','), items: line_collection, product_lines: product_lines.uniq }
  end
end

#get_spiff_enrollments ⇒ void

This method returns an undefined value.

Loads the selected contact's active spiff enrollment for the spiff form.



918
919
920
921
922
923
924
925
926
 
# File 'app/controllers/orders_controller.rb', line 918

def get_spiff_enrollments
  @contact = @customer.contacts.find_by(id: params[:order_spiff_rep_id])
  if @contact && @contact.active_spiff_enrollment.present? && @contact.active_spiff_enrollment.is_active?
    @spiff_enrollments = [@contact.active_spiff_enrollment]
    @order.spiff_enrollment = @contact.active_spiff_enrollment
  else
    @spiff_enrollments = []
  end
end

#include_in_payment_check ⇒ void

This method returns an undefined value.

Re-includes the order in the payment check.



186
187
188
 
# File 'app/controllers/orders_controller.rb', line 186

def include_in_payment_check
  @order.update(exclude_from_payment_check: false)
end

#index ⇒ Object

GET /customers/1/orders



29
30
31
32
33
34
35
36
37
38
39
40
41
42
 
# File 'app/controllers/orders_controller.rb', line 29

def index
  if context_object
    build_orders_tab_data(context_object)
  else
    @context_object = nil
    @q = Order.none.ransack(params[:q])
    @q.sorts = 'created_at DESC' if @q.sorts.blank?
    @pagy, @orders = pagy(:countish, @q.result)
  end
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#lookup ⇒ void

This method returns an undefined value.

Order autocomplete/search endpoint (JSON for TomSelect, HTML partial for
lookup suggestions), honoring state, customer, and wildcard filters.



931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
 
# File 'app/controllers/orders_controller.rb', line 931

def lookup
  q = params[:q].try(:upcase)&.split&.first
  order_id = params[:order_id].presence
  customer_id = params[:customer_id].presence
  state_in = params[:state_in].presence
  if order_id
    order = Order.find(order_id)
    respond_to do |format|
      format.json { render json: { results: { id: order_id, text: "[#{order.reference_number}] #{order.customer.full_name} (#{order.shipped_date.to_fs(:crm_default)})" } } }
      format.html do
        @results = [order]
        render partial: 'orders/lookup_suggestions', locals: { results: @results }
      end
    end
  else
    @results = Order.all
    @results = @results.where(state: state_in) if state_in
    if customer_id
      # You can search outside the customer's order scope if this flag is specified
      if params[:allow_open_order_link].to_b && q.present?
        # if a customer id was specified, we will still limit to orders in the same company id as the original customer
        company_id = Customer.joins(:catalog).where(id: customer_id).pick('catalogs.company_id')
        @results = @results.joins(customer: :catalog).where(Catalog[:company_id].eq(company_id))
      else
        @results = @results.where(customer_id:)
      end
    end
    if q.present?
      @results = if params[:with_wildcard].to_b
                   @results.like_lookup(q)
                 else
                   @results.lookup(q)
                 end
    end
    json_result = TomSelect.format_json_results(self, @results, params[:page].presence, params[:per_page].presence) do |e|
      {
        id: e.id,
        text: e.selection_name,
        label: e.selection_name,
        reference: e.reference_number,
        order_link: order_path(e),
        state: e.state,
        shipped: e.shipped_date.present? ? e.shipped_date.to_fs(:crm_default) : 'not shipped',
        opportunity: e.opportunity&.name,
        customer: e.customer.full_name,
        customer_link: customer_path(e.customer),
        contact_id: e.contact_id,
        contact_full_name: e.contact&.full_name
      }
    end
    respond_to do |format|
      format.json { render json: json_result }
      format.html { render partial: 'orders/lookup_suggestions', locals: { results: @results.limit(20) } }
    end
  end
end

#lookup_row ⇒ Object

Return a server-rendered order row for the support case orders table



989
990
991
992
993
994
995
996
997
 
# File 'app/controllers/orders_controller.rb', line 989

def lookup_row
  o = Order.find_by(id: params[:id])
  if o.nil?
    render html: ''.html_safe, status: :not_found
  else
    # Reuse the shared row partial to guarantee consistent markup
    render partial: 'support_cases/orders_table_row', locals: { o: o, hide_checkbox: false }
  end
end

#move ⇒ void

This method returns an undefined value.

Renders the move-order form.



1374
1375
1376
1377
 
# File 'app/controllers/orders_controller.rb', line 1374

def move
  @order = Order.find(params[:id])
  authorize!(:edit, @order)
end

#new ⇒ Object

GET /customers/1/orders/new



84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
 
# File 'app/controllers/orders_controller.rb', line 84

def new
  @support_case = SupportCase.find(params[:support_case_id]) if params[:support_case_id]
  @opportunity = Opportunity.find(params[:opportunity_id]) if params[:opportunity_id]
  @room_configuration = RoomConfiguration.find(params[:room_configuration_id]) if params[:room_configuration_id]
  @opportunity ||= @room_configuration&.opportunity
  @contact = Contact.find(params[:contact_id]) if params[:contact_id]
  @customer = Customer.find(params[:customer_id]) if params[:customer_id]
  @customer ||= @opportunity&.customer
  @customer ||= @contact&.customer
  @customer ||= @support_case&.customer
  @order = @customer.orders.build(
    customer: @customer,
    opportunity: @opportunity,
    contact: @contact,
    recalculate_shipping: false,
    do_not_detect_shipping: true,
    source: Order.default_source_for(customer: @customer, opportunity: @opportunity)
  )
  @order.order_type = "#{@opportunity.opportunity_type}O" if @opportunity
  @order.order_type = params[:order_type] if params[:order_type]
  @order.support_case_ref = @support_case.case_number if @support_case
  @order.tracking_email << @order.primary_party&.email if @support_case && @order.primary_party&.email.present?
  authorize!(:create, @order)

  # Enabling this code would populate the channel notification emails if we decided to make billing_emails the ulimate authority for where invoices get sent
  # @order.billing_emails = @order.default_billing_emails

  @order.single_origin = true if @customer.try(:is_direct_buy?) # patch for now for Direct Buy, must be single origin
  if @order.save
    redirect_to_return_path_or_default (@order)
  else
    flash[:error] = "Could not create order.  #{@order.errors_with_deliveries_errors.join(', ')}"
    redirect_to_return_path_or_default customer_url(@customer)
  end
end

#pick_serial_numbers ⇒ void

This method returns an undefined value.

Renders the serial-number picking screen, auto-reserving serial numbers
first.



1029
1030
1031
1032
1033
 
# File 'app/controllers/orders_controller.rb', line 1029

def pick_serial_numbers
  @order = Order.find(params[:id])
  @order.auto_reserve_serial_numbers
  load_line_items_requiring_reservation
end

#place_cr_hold ⇒ void

This method returns an undefined value.

Puts the order on CR hold under an advisory lock, optionally routing to
stock reservation when reserve_stock is set.



652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
 
# File 'app/controllers/orders_controller.rb', line 652

def place_cr_hold
  res = Order.with_advisory_lock_result("order_#{@order.id}", timeout_seconds: 120) do
    @order.reload
    if @order.can_cr_hold?(current_user)
      if @order.has_early_purchased_label? && @order.early_label_purchased_recently?
        minutes_since = ((Time.current - @order.early_label_purchased_at) / 60).round(1)
        wait_minutes = (Order::EARLY_LABEL_RAPID_VOID_THRESHOLD_MINUTES - minutes_since).ceil
        flash[:warning] = "Early label was purchased #{minutes_since} minutes ago. Please wait #{wait_minutes} more minute(s) before holding/canceling, or void the label manually first."
      else
        @order.cr_hold!
        if @order.in_cr_hold?
          @order.update(is_manual_hold: true)
        else
          flash[:error] = "Order cannot be put into CR hold. #{@order.errors_with_deliveries_errors.to_sentence.capitalize} #{@order.shipping_address.errors_to_s}."
        end
      end
    end
  end
  flash[:error] = "Could not acquire lock on order #{@order}, try again later" unless res.lock_was_acquired?
  if @order.in_cr_hold? && params[:reserve_stock].to_b
    redirect_to pick_lines_inventory_commits_path(resource_type: 'Order', resource_id: @order.id), notice: 'Order is on hold, please select which items you would like to reserve and click Save'
  else
    redirect_to_return_path_or_default order_url(@order)
  end
end

#process_spiff ⇒ void

This method returns an undefined value.

Marks the order's spiff as paid (accounting reps only).



72
73
74
75
76
77
78
79
80
81
 
# File 'app/controllers/orders_controller.rb', line 72

def process_spiff
  access_denied && return unless &.has_role?('accounting_rep')

  if @order.spiff_paid
    flash[:info] = 'Order spiff status updated successfully'
  else
    flash[:error] = 'Unable to update order spiff status'
  end
  redirect_to_return_path_or_default order_path(@order)
end

#profit_margins ⇒ void

This method returns an undefined value.

Renders the profit-margins editor.



1020
1021
1022
1023
1024
 
# File 'app/controllers/orders_controller.rb', line 1020

def profit_margins
  @order = Order.find(params[:id])
  authorize! :manage_profit_margins, @order
  render layout: 'crm/crm'
end

#recalculate_discount ⇒ void

This method returns an undefined value.

Recalculates the order's discounts and refreshes the line-items grid and
discount summary.



863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
 
# File 'app/controllers/orders_controller.rb', line 863

def recalculate_discount
  @order = @customer.orders.find(params[:id])
  @order.reset_discount
  if @order.errors_with_deliveries_errors.any?
    flash.now[:error] = "Problem while recalculating discount: #{@order.errors_with_deliveries_errors.join(', ')}"
  else
    flash.now[:success] = 'Discount recalculated.'
  end

  respond_to do |format|
    format.turbo_stream { render turbo_stream: itemizable_recalculate_streams(@order) }
    format.html do
      redirect_to_return_path_or_default order_url(@order)
    end
  end
end

#recalculate_taxes ⇒ void

This method returns an undefined value.

Refreshes the order's tax rate (disabled for CI-invoice credit orders) and
refreshes the line-items grid and discount summary.



883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
 
# File 'app/controllers/orders_controller.rb', line 883

def recalculate_taxes
  if @order.ci_invoice_credit_order?
    flash.now[:warning] = 'Tax recalculation is disabled for credit orders from CI invoices. Taxes are inherited from the original invoice.'
  else
    @order.refresh_tax_rate
    if @order.errors.any?
      flash.now[:error] = "Problem while recalculating taxes: #{@order.errors.full_messages.join(', ')}"
    else
      flash.now[:success] = 'Taxes recalculated.'
    end
  end

  respond_to do |format|
    format.turbo_stream { render turbo_stream: itemizable_recalculate_streams(@order) }
    format.html do
      redirect_to_return_path_or_default order_url(@order)
    end
  end
end

#release_back_order ⇒ void

This method returns an undefined value.

Releases a back-ordered order, detouring to serial-number reservation when
required.



637
638
639
640
641
642
643
644
645
646
647
 
# File 'app/controllers/orders_controller.rb', line 637

def release_back_order
  old_state = @order.state
  @order.release_order
  if @order.state == old_state
    flash[:info] = "Order can't be released. #{@order.errors_with_deliveries_errors.to_sentence.capitalize} #{@order.shipping_address.errors_to_s}."
  elsif @order.needs_serial_number_reservation?
    flash[:info] = 'Order released, but requires serial number reservations. Please complete the reservations and save'
    redirect_to(pick_serial_numbers_order_path(@order)) && return
  end
  redirect_to @order
end

#release_cr_hold ⇒ void

This method returns an undefined value.

Releases the order from CR hold under an advisory lock.



680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
 
# File 'app/controllers/orders_controller.rb', line 680

def release_cr_hold
  early_label_result = nil
  res = Order.with_advisory_lock_result("order_#{@order.id}", timeout_seconds: 120) do
    # Reload because we want to make sure the order is still in the right state
    @order.reload
    if @order.can_release_order?
      @order.update(is_manual_hold: false)
      @order.release_order
      if @order.in_cr_hold?
        flash[:error] =
          "Order cannot be released from CR hold. #{@order.hold_order_reasons&.join('. ')} #{@order.errors_with_deliveries_errors.to_sentence.capitalize} #{@order&.shipping_address&.errors&.full_messages&.join('. ')}."
      else
        # Capture early label result for flash message
        early_label_result = @order.early_label_flash_message
      end
    end
  end
  flash[:error] = "Could not acquire lock on order #{@order}, try again later" unless res.lock_was_acquired?

  # Display early label purchase result
  flash[early_label_result[:type]] = early_label_result[:message] if early_label_result.present?

  redirect_to_return_path_or_default order_url(@order)
end

#release_management_hold ⇒ void

This method returns an undefined value.

Releases the order from management hold.



765
766
767
768
769
 
# File 'app/controllers/orders_controller.rb', line 765

def release_management_hold
  authorize!(:release_management_hold, @order)
  @order.release_management_hold! if @order.in_management_hold?
  redirect_to_return_path_or_default order_url(@order)
end

#resend_google_offline_conversion ⇒ void

This method returns an undefined value.

Re-sends the Google Ads offline conversion for the order and flashes the
result details.



723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
 
# File 'app/controllers/orders_controller.rb', line 723

def resend_google_offline_conversion
  res = Invoicing::GoogleConversionReporter.new.send_new_order_conversion(@order)
  meta = res[:meta] || {}
  # Include reason/status/error to aid debugging when meta is empty
  summary_rows = []
  summary_rows << ['status', meta['result'] || res[:status] || res[:success]]
  summary_rows << ['reason', res[:reason]] if res[:reason]
  summary_rows << ['error', meta['error'] || res[:error]] if (meta['error'] || res[:error]).present?
  pretty_meta = (meta.to_a + summary_rows).map { |key, value| "<strong>#{key}:</strong> #{value}" }.join('<br>')
  rb_debug_link = "<a href='https://appsignal.com/warmlyyours/sites/heatwave-production/errors?search=google' target='_blank'>Debug</a>"

  if res[:success]
    flash[:info] = "Success:<br>#{pretty_meta}<br>" + rb_debug_link
  else
    flash[:error] = "Failed: #{res[:reason] || 'unknown'}<br>#{pretty_meta}<br>" + rb_debug_link
  end
  redirect_to_return_path_or_default order_url(@order)
end

#resend_pinterest_conversion ⇒ void

This method returns an undefined value.

Re-sends the Pinterest conversion for the order and flashes the result
details.



745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
 
# File 'app/controllers/orders_controller.rb', line 745

def resend_pinterest_conversion
  res = Pinterest::ConversionReporter.new.send_order_conversion(@order)
  meta = res[:meta] || {}
  summary_rows = []
  summary_rows << ['status', meta[:result] || meta['result'] || res[:status] || res[:success]]
  summary_rows << ['reason', res[:reason]] if res[:reason]
  summary_rows << ['error', meta[:error] || meta['error'] || res[:error]] if (meta[:error] || meta['error'] || res[:error]).present?
  pretty_meta = (meta.to_a + summary_rows).map { |key, value| "<strong>#{key}:</strong> #{value}" }.join('<br>')
  debug_link = "<a href='https://appsignal.com/warmlyyours/sites/heatwave-production/errors?search=pinterest' target='_blank'>Debug</a>"

  if res[:success]
    flash[:info] = "Pinterest conversion sent:<br>#{pretty_meta}<br>#{debug_link}".html_safe
  else
    flash[:error] = "Pinterest conversion failed: #{res[:reason] || 'unknown'}<br>#{pretty_meta}<br>#{debug_link}".html_safe
  end
  redirect_to_return_path_or_default order_url(@order)
end

#resend_review_request ⇒ void

This method returns an undefined value.

Re-queues the Reviews.io invitation for the order.



707
708
709
710
711
712
713
714
715
716
717
718
 
# File 'app/controllers/orders_controller.rb', line 707

def resend_review_request
  result = Api::ReviewsIo::InvitationSender.new(order: @order).process
  case result
  when Api::ReviewsIo::InvitationSender::RESULT_SUCCESS
    flash[:info] = 'Reviews.io invitation queued successfully.'
  when Api::ReviewsIo::InvitationSender::RESULT_SKIPPED
    flash[:warning] = 'Reviews.io invitation skipped (order may not be eligible or missing customer email).'
  else
    flash[:error] = 'Reviews.io invitation failed. Check logs for details.'
  end
  redirect_to_return_path_or_default order_url(@order, tab: 'reviews')
end

#restore ⇒ void

This method returns an undefined value.

Restores a cancelled order.



172
173
174
175
176
 
# File 'app/controllers/orders_controller.rb', line 172

def restore
  @order.restore
  flash[:error] = @order.errors_with_deliveries_errors.join(', ') if @order.errors_with_deliveries_errors.any?
  redirect_to_return_path_or_default order_path(@order)
end

#review_credit_request ⇒ void

This method returns an undefined value.

Renders the credit-request review screen, redirecting away when the
request was already processed.



1279
1280
1281
1282
1283
1284
1285
1286
1287
1288
1289
1290
1291
1292
1293
1294
1295
1296
1297
1298
 
# File 'app/controllers/orders_controller.rb', line 1279

def review_credit_request
  authorize! :review_credit_request, Order
  @order = Order.find(params[:id])
  @customer = @order.customer
  @billing_entity = @order.billing_entity
  return unless !@order.credit_request_pending? || @order.editing_locked?

  if @order.credit_request_approved?
    notice = 'Credit request has already been approved.'
  elsif @order.credit_request_denied?
    notice = 'Credit request has already been denied.'
  elsif @order.credit_request_cancelled?
    notice = 'Credit request has already been cancelled.'
  elsif @order.no_credit_requested?
    notice = 'No credit has been requested for this order.'
  elsif @order.editing_locked?
    notice = 'Order has already been processed.'
  end
  redirect_to(@order, notice:)
end

#review_echeck_request ⇒ void

This method returns an undefined value.

Renders the e-check authorization review screen, redirecting away when the
order was already processed.



1329
1330
1331
1332
1333
1334
1335
1336
1337
1338
 
# File 'app/controllers/orders_controller.rb', line 1329

def review_echeck_request
  authorize! :review_echeck_request, Order
  @order = Order.find(params[:id])
  @customer = @order.customer
  @billing_entity = @order.billing_entity
  @echeck_payment = @order.echecks_requiring_authorization.sum(&:amount)
  return unless !@order.pending_release_authorization? || @order.editing_locked?

  redirect_to(@order, notice: 'Order has already been processed.')
end

#rooms ⇒ void

This method returns an undefined value.

Renders the rooms step, preloading all room configurations available to
the order and its opportunity.



821
822
823
824
825
826
827
828
829
830
 
# File 'app/controllers/orders_controller.rb', line 821

def rooms
  # Load all available room configurations (client-side filtering via Stimulus)
  # Get all available room configurations from order and opportunity
  available_rc_ids = (@order.room_configuration_ids + (@order.opportunity&.room_configuration_ids || [])).uniq

  # Use preload to avoid N+1 queries - loads associations in separate queries
  @room_configurations = RoomConfiguration.where(id: available_rc_ids)
                                          .order('room_configurations.updated_at DESC, room_configurations.name')
                                          .preload(:room_layout_images, :controlled_rooms, :controlled_by)
end

#send_public_payment_link ⇒ void

This method returns an undefined value.

Starts a new ORDER_PAYMENT communication (public payment link) for the
order, pre-addressed to the given email.



1343
1344
1345
1346
1347
1348
1349
1350
1351
 
# File 'app/controllers/orders_controller.rb', line 1343

def send_public_payment_link
  email = params[:communication][:email]
  @order = Order.find(params[:id])
  comm = CommunicationBuilder.new(resource: @order,
                                  template_system_code: 'ORDER_PAYMENT').to_params

  comm = comm.merge(emails: email) unless email.nil?
  redirect_to new_communication_path(comm)
end

#send_tracking_email ⇒ void

This method returns an undefined value.

Sends the tracking (or ready-for-pickup) email for the order.



905
906
907
908
909
910
911
912
913
914
 
# File 'app/controllers/orders_controller.rb', line 905

def send_tracking_email
  order = Order.find(params[:id])
  result = if order.is_warehouse_pickup?
             order.send_ready_for_pickup_email
           else
             order.send_tracking_email
           end
  flash[:info] = result[:status_message] if result[:status_message].present?
  redirect_to_return_path_or_default order_url(order)
end

#service ⇒ void

This method returns an undefined value.

Renders the service-scheduling step for orders containing schedulable
services.



382
383
384
385
386
387
388
389
390
391
392
 
# File 'app/controllers/orders_controller.rb', line 382

def service
  if @order.includes_schedulable_service?
    @support_case = @order.smartservice_ticket
    @support_case ||= SupportCase.new(case_type: 'SmartService')
    @addresses = @customer.addresses.order(:company_name_override, :person_name_override, :state_code, :street1)
    @new_address = @customer.addresses.new
  else
    flash[:error] = 'This order does not contain any schedulable services.'
    redirect_to_return_path_or_default(order_url(@order))
  end
end

#set_shipping_address ⇒ void

This method returns an undefined value.

Saves the shipping-address selection (address-book pick, one-time-address
update, or new address) and proceeds to item picking.



307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
 
# File 'app/controllers/orders_controller.rb', line 307

def set_shipping_address
  set_new_address
  @block_address_edit = @order.editing_locked? || (@order.has_authorized_payment? && !@context_user.manager?)
  if @block_address_edit
    flash.now[:error] = 'Shipping address cannot be updated because the order has pending authorized pre-payments. Void the payment first and re-authorize payment afterwards.'
    render :shipping_address, status: :unprocessable_content
  else
    # Intercept address id
    address_id = params[:order]&.delete(:shipping_address_id)
    @order.attributes = params[:order] if params[:order].present?
    validate_new_address = false
    if address_id.to_i > 0
      # Address book pick
      @order.shipping_address_id = address_id.to_i
    elsif @order.shipping_address&.one_time_only
      # update the one time address
      @order.shipping_address.attributes = params[:address]
      @new_address = @order.shipping_address
      @new_address&.save
      validate_new_address = true
    elsif params[:address].present?
      params[:address].delete(:party_id) unless params[:address][:party_id] && (params[:address][:party_id].to_i > 0)
      @new_address = Address.create(params[:address])
      @order.shipping_address = @new_address
      validate_new_address = true
    end
    if ((validate_new_address && @new_address.errors.blank?) || !validate_new_address) && @order.save
      save_shipping_as_billing_address if params[:save_as_billing_address] == '1' && @customer.billing_address.nil?

      if @order.ships_freight_but_address_not_freight_ready?
        check_freight_fields_and_redirect
      else
        result = @order.last_shipping_rate_request_result

        handle_shipping_flash_messaging(result)
        next_step_url = pick_items_path(order_id: @order.id, return_path: shipping_order_path(@order))

        if @customer.addresses.count <= 1 && !@new_address&.new_record? && @new_address.country_iso3 && (@new_address.country_iso3 != @customer.catalog.country_iso3) && (cat = Store.find_by(country_iso3: @new_address.country_iso3)&.primary_catalog)
          flash[:error] =
            "Customer's first address country of #{@new_address.country.printable_name} does not match customer's existing catalog country of #{@customer.catalog.country.printable_name}!"
          redirect_to edit_catalog_customer_path(@customer, new_catalog_id: cat.id, return_path: @return_path || next_step_url)
        else
          redirect_to_return_path_or_default next_step_url
        end
      end
    else
      flash.now[:error] = @order.errors_to_s.presence || 'Could not update shipping address.'
      render :shipping_address, status: :unprocessable_content
    end
  end
end

#setup_service ⇒ void

This method returns an undefined value.

Creates or links the SmartService support case for the order's schedulable
services and advances the order to pending payment.



397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
 
# File 'app/controllers/orders_controller.rb', line 397

def setup_service
  ticket_options = params[:service_creation_option]
  existing_ticket = params[:existing_support_case]

  unless ticket_options == 'skip_support_case'
    if ticket_options == 'existing_support_case'
      sc = SupportCase.find(existing_ticket)
      sc.update(params[:support_case].except(:service_address_id))
      sc.convert_to_stk
      sc.room_configuration_ids = @order.room_configuration_ids if @order.room_configuration_ids.any?
      sc.order_ids = [@order.id]
    elsif ticket_options == 'new_support_case'
      sc = SupportCase.new(params[:support_case])
      sc.case_type = 'SmartService'
      sc.send(:set_case_number)
      sc.state = 'pending_service_payment'
      sc.priority = 'Low'
      sc.build_participants_and_rooms(order_id: @order.id)
    end

    if !@order.is_remote_service? && (params[:support_case][:service_address_id].to_i == 0)
      address = @customer.addresses.new(params[:address])
      address.save
      sc.service_address_id = address.id
    end
    service = @order.line_items.smartservice_items.map { |a| a.item.name }.join('; ')
    descript = '<p>Customer requested: </p>'
    service.split(';').each do |ser|
      descript += "<li>#{ser}</li>"
    end
    descript += "<br><p>Preferred time frame is <b>#{sc.preferred_service_timeframe}</b></p>"
    sc.description = descript
    sc.service = service
  end

  if ticket_options == 'skip_support_case' || sc.try(:save)
    @order.pending_payment
    if @order.awaiting_deliveries?
      # already had payment so it went straight to warehouse
      # Check for early label purchase result
      early_label_result = @order.early_label_flash_message
      flash[early_label_result[:type]] = early_label_result[:message] if early_label_result.present?
      redirect_to_return_path_or_default(order_url(@order))
    elsif @order.profit_review?
      flash[:warning] = 'Order profit not met'
      redirect_to_return_path_or_default(order_url(@order))
    else
      redirect_to_return_path_or_default(order_discounts_url(@order))
    end
  else
    flash.now[:error] = sc&.errors&.full_messages&.to_sentence.presence || 'Could not save support case for service order.'
    render :service, status: :unprocessable_content
  end
end

#ship_confirm_service_deliveries ⇒ void

This method returns an undefined value.

Ship-confirms all service deliveries on the order that are ready to
fulfill.



774
775
776
777
 
# File 'app/controllers/orders_controller.rb', line 774

def ship_confirm_service_deliveries
  @order.deliveries.select(&:service_ready_to_fulfill?).each(&:individual_auto_ship_confirm)
  redirect_to_return_path_or_default order_path(@order)
end

#shipping ⇒ void

This method returns an undefined value.

Renders the shipping step, defaulting label instructions, phone, and
tracking email; requires a shipping address first.



362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
 
# File 'app/controllers/orders_controller.rb', line 362

def shipping
  @ship_quotable = @order
  if @order.shipping_address
    @order.label_instructions ||= @order.po_number.to_s
    phone_party = @order.contact || @order.customer
    @order.shipping_phone ||= phone_party.try(:phone) || phone_party.try(:cell_phone)
    @order.set_default_tracking_email
    if params[:shipping_updated]
      result = eval(@order.last_shipping_rate_request_result.to_s) # rubocop:disable Security/Eval
      handle_shipping_flash_messaging(result, params[:shipping_update_type])
    end
  else
    flash[:error] = 'Please specify an address before looking at shipping costs.'
    redirect_to_return_path_or_default shipping_address_order_path(@order)
  end
end

#shipping_address ⇒ void

This method returns an undefined value.

Renders the shipping-address step, defaulting the address and phone from
the customer/contact and locking edits when payments are authorized.



293
294
295
296
297
298
299
300
301
302
 
# File 'app/controllers/orders_controller.rb', line 293

def shipping_address
  @order.shipping_address_id = @order.customer.try(:shipping_address_id) || @order.customer.addresses.first.try(:id) if @order.shipping_address_id.nil?
  set_new_address
  if @order.shipping_phone.blank?
    party = @order.contact || @order.customer
    @order.shipping_phone = party.phone || party.cell_phone
    @order.shipping_phone ||= @order.customer.phone || @order.customer.cell_phone
  end
  @block_address_edit = @order.editing_locked? || (@order.has_authorized_payment? && !@context_user.manager?)
end

#show ⇒ Object

GET /customers/1/orders/1
Accepts ID or reference_number (e.g., SO123456)



46
47
48
49
50
51
52
53
54
55
56
57
58
 
# File 'app/controllers/orders_controller.rb', line 46

def show
  if params[:shipping_updated]
    result = eval(@order.last_shipping_rate_request_result.to_s) # rubocop:disable Security/Eval
    handle_shipping_flash_messaging(result, params[:shipping_update_type])
  end
  # Reviews.io data is loaded lazily when reviews tab is viewed (see tab_reviews)
  respond_to do |format|
    format.html do
      # material_alerts
      @flag = @order.shipping_address.try(:country).try(:iso).try(:downcase)
    end
  end
end

#split ⇒ void

This method returns an undefined value.

Renders the split-order form.



599
 
# File 'app/controllers/orders_controller.rb', line 599

def split; end

#split_back_order_all ⇒ void

This method returns an undefined value.

Moves the entire order to back order.



627
628
629
630
631
632
 
# File 'app/controllers/orders_controller.rb', line 627

def split_back_order_all
  Order.transaction do
    @order.back_order!
  end
  redirect_to(order_url(@order))
end

#split_selected ⇒ void

This method returns an undefined value.

Splits the selected line items into a back order via Order::Splitter.



603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
 
# File 'app/controllers/orders_controller.rb', line 603

def split_selected
  order_splitter = Order::Splitter.new(@order)
  order_splitter.split_selected(params[:line_items], params[:txid])
  case order_splitter.last_status
  when :ok
    new_order = order_splitter.new_order
    flash[:info] =
      "Order has been split and partly back ordered. Split Back Order: <a href = '#{order_url(new_order)}'>#{new_order.reference_number}</a> (current status: #{new_order.state}). <br/>Please confirm shipping option for current order, then release from CR Hold."
    if @order.service_only_order?
      redirect_to order_discounts_url(@order)
    else
      redirect_to shipping_order_url(@order)
    end
  when :invalid, :error
    @order.errors.add(:base, order_splitter.last_message)
    render :split, status: :unprocessable_content
  else
    flash[:error] = 'Unknown return status for split action'
    redirect_to order_path(@order)
  end
end

#tab_activities ⇒ void

This method returns an undefined value.

Renders the activities tab fragment for the order.



1150
1151
1152
1153
1154
1155
1156
1157
 
# File 'app/controllers/orders_controller.rb', line 1150

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

#tab_attachments ⇒ void

This method returns an undefined value.

Renders the attachments tab fragment for the order.



1117
1118
1119
1120
1121
1122
1123
1124
 
# File 'app/controllers/orders_controller.rb', line 1117

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

#tab_communications ⇒ void

This method returns an undefined value.

Renders the communications tab fragment for the order.



1128
1129
1130
1131
1132
1133
1134
1135
 
# File 'app/controllers/orders_controller.rb', line 1128

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

#tab_contacts ⇒ void

This method returns an undefined value.

Renders the contacts tab fragment for the order.



1083
1084
1085
1086
1087
1088
1089
 
# File 'app/controllers/orders_controller.rb', line 1083

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

#tab_credit_memos ⇒ void

This method returns an undefined value.

Renders the credit-memos tab fragment for the order.



1237
1238
1239
1240
1241
1242
1243
 
# File 'app/controllers/orders_controller.rb', line 1237

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

#tab_edi_documents ⇒ void

This method returns an undefined value.

Renders the EDI documents tab fragment, loading the order's EDI
communication logs.



1203
1204
1205
1206
1207
1208
1209
1210
 
# File 'app/controllers/orders_controller.rb', line 1203

def tab_edi_documents
  authorize!(:read, @order)
  @edi_communication_logs = @order.edi_communication_logs.order(created_at: :desc)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_inventory ⇒ void

This method returns an undefined value.

Renders the inventory tab fragment: remaining-to-ship item groups.



1181
1182
1183
1184
1185
1186
1187
1188
 
# File 'app/controllers/orders_controller.rb', line 1181

def tab_inventory
  authorize!(:read, @order)
  @item_groups = Inventory::OrderedRemainingItems.new.process(@order, nest_kit_components: true).item_groups
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_invoices ⇒ void

This method returns an undefined value.

Renders the invoices tab fragment for the order.



1192
1193
1194
1195
1196
1197
1198
 
# File 'app/controllers/orders_controller.rb', line 1192

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

#tab_line_items ⇒ void

This method returns an undefined value.

Renders the line-items tab fragment for the order.



1063
1064
1065
1066
1067
1068
1069
 
# File 'app/controllers/orders_controller.rb', line 1063

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

#tab_main ⇒ void

This method returns an undefined value.

Renders the main tab fragment for the order.



1073
1074
1075
1076
1077
1078
1079
 
# File 'app/controllers/orders_controller.rb', line 1073

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

#tab_marketing ⇒ void

This method returns an undefined value.

Renders the marketing tab fragment for the order.



1259
1260
1261
1262
1263
1264
1265
 
# File 'app/controllers/orders_controller.rb', line 1259

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

#tab_material_alerts ⇒ void

This method returns an undefined value.

Renders the material-alerts tab fragment for the order.



62
63
64
65
66
67
68
 
# File 'app/controllers/orders_controller.rb', line 62

def tab_material_alerts
  @material_alerts = @order.get_material_alerts if @order && @order.id.present?
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_payments ⇒ void

This method returns an undefined value.

Renders the payments tab fragment for the order.



1161
1162
1163
1164
1165
1166
1167
 
# File 'app/controllers/orders_controller.rb', line 1161

def tab_payments
  authorize!(:read, @order)
  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, loading Reviews.io data for the order.



1247
1248
1249
1250
1251
1252
1253
1254
1255
 
# File 'app/controllers/orders_controller.rb', line 1247

def tab_reviews
  authorize!(:read, @order)
  # Fetch Reviews.io reviews for this order (only when reviews tab is viewed)
  prepare_order_reviews_io_data
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#tab_rmas ⇒ void

This method returns an undefined value.

Renders the RMAs tab fragment for the order.



1227
1228
1229
1230
1231
1232
1233
 
# File 'app/controllers/orders_controller.rb', line 1227

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

#tab_rooms ⇒ void

This method returns an undefined value.

Renders the rooms tab fragment for the order.



1103
1104
1105
1106
1107
1108
1109
1110
1111
1112
1113
 
# File 'app/controllers/orders_controller.rb', line 1103

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

#tab_shipping ⇒ void

This method returns an undefined value.

Renders the shipping tab fragment for the order.



1093
1094
1095
1096
1097
1098
1099
 
# File 'app/controllers/orders_controller.rb', line 1093

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

#tab_sms ⇒ void

This method returns an undefined value.

Renders the SMS tab fragment for the order.



1139
1140
1141
1142
1143
1144
1145
1146
 
# File 'app/controllers/orders_controller.rb', line 1139

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

#tab_tickets ⇒ void

This method returns an undefined value.

Renders the tickets tab fragment for the order.



1171
1172
1173
1174
1175
1176
1177
 
# File 'app/controllers/orders_controller.rb', line 1171

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

#tab_warranty ⇒ void

This method returns an undefined value.

Renders the warranty tab fragment, loading the order's warranties.



1214
1215
1216
1217
1218
1219
1220
1221
1222
1223
 
# File 'app/controllers/orders_controller.rb', line 1214

def tab_warranty
  authorize!(:read, @order)
  @warranties = @order.warranties
                      .includes(:customer, :created_by, :products, :uploads)
                      .order(submitted_at: :desc)
  respond_to do |format|
    format.html { render layout: should_render_layout? }
    format.turbo_stream
  end
end

#update ⇒ Object

PUT /customers/1/orders/1



138
139
140
141
142
143
144
 
# File 'app/controllers/orders_controller.rb', line 138

def update
  if @order.update(params[:order])
    redirect_to_return_path_or_default order_url(@order)
  else
    render action: :edit, status: :unprocessable_content
  end
end

#update_profit_margins ⇒ void

This method returns an undefined value.

Saves the order's minimum profit markup, attempting release from profit
review when margins now pass.



496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
 
# File 'app/controllers/orders_controller.rb', line 496

def update_profit_margins
  authorize!(:manage_profit_margins, @order)

  if order_profit_margins_params.to_hash['min_profit_markup'].present?
    if @order.update(order_profit_margins_params)
      if @order.can_release_from_profit_review?
        flash[:info] = 'Order released from profit review'
        @order.release_from_profit_review # Try to release
      elsif @order.profit_review?
        flash[:error] = 'Minimum profit margins not met to allow release from profit review'
      end

      redirect_to_return_path_or_default order_path(@order)
    else
      flash.now[:error] = @order.errors_to_s.presence || 'Could not update profit margins.'
      render :profit_margins, status: :unprocessable_content
    end
  else
    flash.now[:error] = 'Minimum profit margins cannot be empty'
    render :profit_margins, status: :unprocessable_content
  end
end

#update_sales_support_rep ⇒ void

This method returns an undefined value.

Saves the sales support rep and commission date.



802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
 
# File 'app/controllers/orders_controller.rb', line 802

def update_sales_support_rep
  authorize!(:edit_sales_support_rep, @order)

  if @order.update_sales_support_rep(
      params[:order][:sales_support_rep_id],
      params[:order][:sales_support_commission_date]
    )
    flash[:info] = 'Sales support rep and commission date have been updated successfully.'
    redirect_to_return_path_or_default order_path(@order)
  else
    flash.now[:error] = "Unable to update sales support rep: #{@order.errors.full_messages.join(', ')}"
    @employees = Employee.active.order(:full_name)
    render :edit_sales_support_rep, status: :unprocessable_content
  end
end