Class: QuotesController

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

Overview

Controller: quotes.

Constant Summary collapse

TAB_ACTIONS =

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

%i[tab_material_alerts tab_main tab_line_items tab_contacts tab_shipping tab_rooms tab_attachments tab_communications tab_sms tab_activities tab_tickets tab_inventory tab_revisions].freeze

Constants included from Controllers::ReferenceFindable

Controllers::ReferenceFindable::ID_EMBEDDED_PATTERNS

Constants included from Controllers::AnalyticsEvents

Controllers::AnalyticsEvents::MAX_QUEUED_EVENTS, Controllers::AnalyticsEvents::SESSION_KEY

Constants included from Controllers::ErrorRendering

Controllers::ErrorRendering::NON_CONTENT_PATH_PREFIXES

Instance Method Summary collapse

Methods included from 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::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

#activity_log ⇒ Object

Audit log of every server-recorded customer action on the
/ql/ viewer for this quote. Sourced from visit_events rows
tagged with name LIKE 'ql.%' and properties.quote_id = @quote.id;
see MyQuotesController#record_ql_event for the writer side.



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# File 'app/controllers/quotes_controller.rb', line 249

def activity_log
  @events = VisitEvent.where("name LIKE 'ql.%'")
                      .where("properties->>'quote_id' = ?", @quote.id.to_s)
                      .order(time: :asc)
                      .limit(500)
end

#build_communication ⇒ void

This method returns an undefined value.

Redirects to the new-communication form pre-filled to send this quote's
selected PDFs (and, optionally, the online quote link).



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

def build_communication
  pdfs = Upload.where(id: params[:upload_ids])
  cb = CommunicationBuilder.new(resource: @quote, current_user:, uploads: pdfs,
                                online_quote: params[:online_quote].to_b,
                                recipient_contact_point_ids: params[:recipient_contact_point_ids])
  redirect_to new_communication_path(cb.to_params)
end

#cancel ⇒ void

This method returns an undefined value.

Cancels the quote, if cancelable.



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# File 'app/controllers/quotes_controller.rb', line 584

def cancel
  @quote.cancel if @quote.cancelable?
  flash[:error] = @quote.errors_to_s if @quote.errors.any?
  redirect_to_return_path_or_default quote_path(@quote)
end

#complete_upgrade ⇒ void

This method returns an undefined value.

Applies the room/line-item upgrade selections submitted on upgrade.



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# File 'app/controllers/quotes_controller.rb', line 563

def complete_upgrade
  room_configs = []
  params[:quote][:line_items].each do |li_id, li_attrs|
    if li_attrs[:resource_id].present?
      @quote.line_items.find(li_id).update(li_attrs)
      room_configs << li_attrs[:resource_id]
    end
  end
  room_configs = room_configs.uniq
  room_configs.each do |r|
    rc = @opportunity.room_configurations.find(r)
    @quote.room_configurations << rc unless @quote.room_configurations.include?(rc)
    rc.update(requires_upgrade: false)
  end
  @quote.update(requires_upgrade: false)
  redirect_to quote_path(@quote)
end

#convert_to_order ⇒ Object

PUT /customers/1/opportunities/1/quotes/1/convert_to_order



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

def convert_to_order
  if @quote.can_convert?
    @quote.refresh_tax_rate
    @quote.reload

    order = @quote.to_order(nil, params[:txid]) do |order|
      # If user cannot create this type of order we explode right here
      authorize!(:create, order)
    end
    if order.new_record?
      flash[:error] = "Unable to convert to order. #{order.errors_to_s}"
      redirect_to quote_path(@quote)
    else
      redirect_to((order))
    end
  else
    errors = @quote.convert_to_order_service.errors || []
    flash[:error] = errors.to_sentence.capitalize
    redirect_to quote_path(@quote)
  end
end

#copy ⇒ void

This method returns an undefined value.

Renders the form for copying a quote to a different opportunity.



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# File 'app/controllers/quotes_controller.rb', line 878

def copy
  @quote = Quote.find(params[:id])
  @opportunity = @quote.opportunity
  @customer = @quote.customer
end

#create ⇒ Object

PUT /customers/1/opportunities/1/quotes



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# File 'app/controllers/quotes_controller.rb', line 88

def create
  @quote = @opportunity.quotes.new(params[:quote])
  @quote.single_origin = true if @opportunity.customer.is_direct_buy? # patch for now for Direct Buy, must be single origin
  if @quote.save
    redirect_to rooms_quote_path(@quote)
  else
    render action: :new, status: :unprocessable_content
  end
end

#current_support_case ⇒ SupportCase?

Finds the support case referenced by params[:support_case_id], used by
lookup_row to render the quotes table in support case context.

Returns:

  • (SupportCase, nil) —

    the matching support case, if any



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# File 'app/controllers/quotes_controller.rb', line 819

def current_support_case
  SupportCase.find_by(id: params[:support_case_id])
end

#destroy ⇒ Object

DELETE /customers/1/opportunities/1/quotes/1



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# File 'app/controllers/quotes_controller.rb', line 110

def destroy
  if @quote.ok_to_delete?
    @quote.destroy
    redirect_to opportunity_path(@opportunity)
  else
    deps = []
    deps += @quote.dependents[:orders].first(5).map { |o| view_context.link_to(o.reference_number, order_path(o)) }
    deps += @quote.dependents[:children].map { |q| view_context.link_to(q.reference_number, quote_path(q)) }
    deps += @quote.dependents[:communications].map { |c| view_context.link_to("Communication #{c.id}", communication_path(c)) }
    flash[:error] = "Quote cannot be deleted because it is referenced by: #{deps.join(', ').html_safe}"
    redirect_to quote_path(@quote)
  end
end

#disable_auto_coupon ⇒ void

This method returns an undefined value.

Disables automatic coupon application on this quote.



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# File 'app/controllers/quotes_controller.rb', line 473

def disable_auto_coupon
  @quote = Quote.find(params[:id])
  @quote.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
      render turbo_stream: turbo_stream.replace(
        'discount_summary',
        partial: 'discounts/summary',
        locals: { itemizable: @quote }
      )
    end
    format.html do
      redirect_to_return_path_or_default(quote_discounts_path(@quote))
    end
  end
end

#do_copy ⇒ void

This method returns an undefined value.

Queues QuoteCopyWorker to copy the quote to the opportunity selected on copy.



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# File 'app/controllers/quotes_controller.rb', line 887

def do_copy
  if (opportunity_id = params.dig(:copy, :opportunity_id)).present?
    opportunity_copying_to = Opportunity.find(opportunity_id)
  end

  if opportunity_copying_to

    job_options = { opportunity_id: opportunity_copying_to.id, quote_id: @quote.id, notify_email: current_user.email }.stringify_keys
    job_id = QuoteCopyWorker.perform_async(job_options)
    if job_id.blank? && (job_id = BackgroundJobStatus.search(worker_klass: 'QuoteCopyWorker', 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_return_path_or_default opportunity_path(@opportunity)
    end
  else
    flash.now[:error] = 'Invalid opportunity selected'
    @opportunity = @quote.opportunity
    @customer = @quote.customer
    render :copy, status: :unprocessable_content
  end
end

#do_move ⇒ void

This method returns an undefined value.

Moves the quote to the opportunity selected on move.



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# File 'app/controllers/quotes_controller.rb', line 851

def do_move
  if (opportunity_id = params.dig(:move, :opportunity_id)).present?
    opportunity_moving_to = Opportunity.find(opportunity_id)
  end

  if opportunity_moving_to
    qm = Quote::Mover.new(@quote)
    if qm.move_to(opportunity_moving_to)
      flash[:info] = 'Quote has been moved successfully'
      redirect_to opportunity_path(opportunity_moving_to)
    else
      flash.now[:error] = qm.results.join(',')
      @opportunity = @quote.opportunity
      @customer = @quote.customer
      render :move, status: :unprocessable_content
    end
  else
    flash.now[:error] = 'Invalid opportunity selected'
    @opportunity = @quote.opportunity
    @customer = @quote.customer
    render :move, status: :unprocessable_content
  end
end

#edit ⇒ Object

GET /customers/1/opportunities/1/quotes/1/edit



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

def edit
  @addresses = @opportunity.customer.addresses.map { |a| [a.full_address, a.id] }
end

#enable_auto_coupon ⇒ void

This method returns an undefined value.

Re-enables automatic coupon application and recalculates the quote's discount.



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

def enable_auto_coupon
  @quote = Quote.find(params[:id])
  @quote.disable_auto_coupon = false
  @quote.save
  # Recalculate discounts after auto coupons are applied
  @quote.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
      render turbo_stream: turbo_stream.replace(
        'discount_summary',
        partial: 'discounts/summary',
        locals: { itemizable: @quote }
      )
    end
    format.html do
      redirect_to_return_path_or_default(quote_discounts_path(@quote))
    end
  end
end

#enter_rooms ⇒ void

This method returns an undefined value.

Applies the room selection submitted on the rooms tab: redirects straight
to a new room form, or queues EnterQuoteRoomsWorker for the selected rooms.



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# File 'app/controllers/quotes_controller.rb', line 379

def enter_rooms
  params[:quote] ||= {}
  new_rc_ids = (params[:quote][:room_configuration_ids] || []).uniq.sort
  create_new_room = (params[:commit] == 'create_new_room')

  # If creating new room, skip job processing and just redirect
  # User will be warned on client-side if they have unsaved changes
  if create_new_room
    redirect_to new_opportunity_room_configuration_path(@opportunity, quote_id: @quote.id, return_path: rooms_quote_path(@quote))
    return
  end

  # Process room changes via background job
  job_options = {
    quote_id: @quote.id,
    room_configuration_ids: new_rc_ids,
    opportunity_name: params.dig(:quote, :opportunity_attributes, :name),
    quote_suffix: params.dig(:quote, :suffix),
    redirect_path: quote_path(@quote, tab: 'rooms')
  }.stringify_keys

  job_id = EnterQuoteRoomsWorker.perform_async(job_options)

  if job_id.blank? && (job_id = BackgroundJobStatus.search(worker_klass: 'EnterQuoteRoomsWorker', 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 quote_path(@quote, tab: 'rooms')
  end
end

#enter_shipping ⇒ void

This method returns an undefined value.

Applies the submitted shipping method to the quote via
Shipping::UpdateShippingMethod.



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# File 'app/controllers/quotes_controller.rb', line 334

def enter_shipping
  # Use service to handle shipping updates and discount recalculation
  # Service handles the update internally
  # Get the quote-specific parameters (empty hash if no quote params)
  quote_params = shipping_params

  # If there are no quote parameters, just redirect (no shipping to update)
  if quote_params.empty?
    @quote.ready_to_transmit if @quote.can_ready_to_transmit?
    redirect_to_return_path_or_default quote_path(@quote)
    return
  end

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

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

    @quote.ready_to_transmit if @quote.can_ready_to_transmit?
    redirect_to_return_path_or_default quote_path(@quote)
  else
    flash.now[:error] = result.errors
    @ship_quotable = @quote
    render :shipping, status: :unprocessable_content
  end
end

#fix_catalog ⇒ void

This method returns an undefined value.

Runs the quote's catalog-coherence fixups and reports what changed.



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# File 'app/controllers/quotes_controller.rb', line 440

def fix_catalog
  @quote = Quote.find(params[:id])
  flash[:info] = @quote.fix_catalog.join('<br>')
  redirect_to quote_path(@quote)
end

#generate_pdf ⇒ void

This method returns an undefined value.

Queues async generation of the quote PDF with the selected
letter/materials/installation/electrical template versions.



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# File 'app/controllers/quotes_controller.rb', line 151

def generate_pdf
  # A single v1/v2 switch drives the whole PDF: pull it out, boolean-cast the
  # remaining section toggles, then apply the chosen version to every section
  # the generator versions (letter, materials, installation & electrical plans).
  raw = (params[:select_quote_template] || {}).to_unsafe_h
  version = raw.delete('version').to_s.presence_in(%w[v1 v2]) || 'v2'
  options = raw.reject { |k, _| k.to_s.end_with?('_version') }
               .transform_values(&:to_b)
               .merge(
                 'letter_version' => version,
                 'materials_only_version' => version,
                 'show_installation_plans_version' => version,
                 'show_electrical_plans_version' => version
               )

  job_id = GenerateQuoteWorker.perform_async({ quote_id: @quote.id,
                                               current_user_id: @context_user.id,
                                               quote_options: options }.deep_stringify_keys)
  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 quote_path(@quote)
  end
end

#index ⇒ void

This method returns an undefined value.

Lists quotes for the current context object (customer or opportunity).



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# File 'app/controllers/quotes_controller.rb', line 26

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

#link ⇒ void

This method returns an undefined value.

Builds the encrypted, customer-facing quote-viewer URL for this quote.



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# File 'app/controllers/quotes_controller.rb', line 221

def link
  token = Encryption.encrypt_string(@quote.id.to_s)
  @url = "https://#{WEB_HOSTNAME}/quote-viewer/#{token}"
end

#lookup ⇒ void

This method returns an undefined value.

Returns quote-lookup autocomplete results as JSON, either a single quote
(params[:quote_id]) or a paginated search by reference/customer.



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# File 'app/controllers/quotes_controller.rb', line 776

def lookup
  q = params[:q].try(:upcase)&.split&.first
  quote_id = params[:quote_id]
  if quote_id
    quote = Quote.find(quote_id)
    render json: { results: { id: quote_id, text: "[#{quote.reference_number}] #{quote.customer.full_name} (#{quote.created_at.to_fs(:crm_default)})" } }
  else
    page = params[:page] || 1
    per_page = params[:per_page] || 10
    @results = params[:with_wildcard].present? ? Quote.like_lookup(q) : Quote.lookup(q)
    @pagy, @results = pagy(@results.joins(opportunity: :customer).includes(opportunity: :customer), page: page, limit: per_page)

    total_entries = @pagy.count
    results_array = @results.map do |e|
      { id: e.id,
        text: "[#{e.reference_number}] #{e.customer.full_name} (#{e.created_at.to_fs(:crm_date_only)})",
        label: "[#{e.reference_number}] #{e.customer.full_name} (#{e.created_at.to_fs(:crm_date_only)})",
        reference: e.reference_number,
        quote_link: quote_path(e),
        state: e.state,
        created_at: e.created_at.to_fs(:crm_date_only),
        opportunity: e.opportunity&.name,
        customer: e.customer.full_name,
        customer_link: customer_path(e.customer) }
    end
    render json: { results: results_array, total: total_entries }
  end
end

#lookup_row ⇒ Object

Return a server-rendered quote row for the support case quotes table



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# File 'app/controllers/quotes_controller.rb', line 806

def lookup_row
  q = Quote.find_by(id: params[:id])
  if q.nil?
    render html: ''.html_safe, status: :not_found
  else
    render partial: 'support_cases/quotes_table_row', locals: { q: q, hide_checkbox: false, support_case: current_support_case }
  end
end

#lookup_suffix ⇒ void

This method returns an undefined value.

Returns quote-suffix autocomplete results as JSON.



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# File 'app/controllers/quotes_controller.rb', line 826

def lookup_suffix
  q = params[:q]
  @pagy, @results = pagy(ViewQuoteSuffix.lookup(q), limit: params[:per_page])
  total_entries = @pagy.count
  results_array = @results.map do |e|
    {
      id: e.suffix,
      text: e.suffix
    }
  end
  render json: { results: results_array, total: total_entries }
end

#move ⇒ void

This method returns an undefined value.

Renders the form for moving a quote to a different opportunity.



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# File 'app/controllers/quotes_controller.rb', line 842

def move
  @quote = Quote.find(params[:id])
  @opportunity = @quote.opportunity
  @customer = @quote.customer
end

#new ⇒ Object

GET /customers/1/opportunities/1/quotes/new



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# File 'app/controllers/quotes_controller.rb', line 74

def new
  def_cp_ids = []
  def_email = @opportunity.primary_party.contact_points.emails.first || @opportunity.primary_party.customer.contact_points.emails.first
  def_cp_ids << def_email.id if def_email.present?
  @quote = @opportunity.quotes.new(buying_group_id: @opportunity.buying_group_id, contact_point_ids: def_cp_ids, hold_for_transmission: @customer.hold_quotes_for_transmission_default?)
  @quote.single_origin = true if @opportunity.customer.is_direct_buy? # patch for now for Direct Buy, must be single origin
end

#profit_margins ⇒ void

This method returns an undefined value.

Renders the profit-margins review page for the quote.



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# File 'app/controllers/quotes_controller.rb', line 601

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

#recalculate_discount ⇒ void

This method returns an undefined value.

Recalculates the quote's discount and reports success/failure.



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# File 'app/controllers/quotes_controller.rb', line 520

def recalculate_discount
  @quote.reset_discount
  if @quote.errors.present?
    flash.now[:error] = "Problem while recalculating discount: #{@quote.errors_to_s}"
  else
    flash.now[:success] = 'Discount recalculated.'
  end

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

#recalculate_taxes ⇒ void

This method returns an undefined value.

Recalculates the quote's tax rate and reports success/failure.



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# File 'app/controllers/quotes_controller.rb', line 539

def recalculate_taxes
  @quote.refresh_tax_rate
  if @quote.errors.present?
    flash.now[:error] = "Problem while recalculating taxes: #{@quote.errors_to_s}"
  else
    flash.now[:success] = 'Taxes recalculated.'
  end

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

#requote ⇒ void

This method returns an undefined value.

Queues RequoteWorker to rebuild this quote from an associated RMA.



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# File 'app/controllers/quotes_controller.rb', line 449

def requote
  job_options = {
    quote_id: @quote.id,
    rma_id: params[:rma_id],
    redirect_path: quote_path(@quote)
  }.stringify_keys

  job_id = RequoteWorker.perform_async(job_options)

  if job_id.blank? && (job_id = BackgroundJobStatus.search(worker_klass: 'RequoteWorker', 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 quote_path(@quote)
  end
end

#restore ⇒ void

This method returns an undefined value.

Restores a cancelled quote.



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# File 'app/controllers/quotes_controller.rb', line 593

def restore
  @quote.restore if @quote.cancelled?
  redirect_to_return_path_or_default quote_path(@quote)
end

#rooms ⇒ void

This method returns an undefined value.

Lists the opportunity's room configurations for the rooms tab
(client-side filtering happens via Stimulus).



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# File 'app/controllers/quotes_controller.rb', line 367

def rooms
  # Load all room configurations (client-side filtering via Stimulus)
  # Use preload to avoid N+1 queries - loads associations in separate queries
  @room_configurations = @opportunity.room_configurations
                                     .order('room_configurations.updated_at DESC, room_configurations.name')
                                     .preload(:room_layout_images, :controlled_rooms, :controlled_by)
end

#select_pdf_template ⇒ void

This method returns an undefined value.

Runs a final profit review before letting the PDF template be selected.



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# File 'app/controllers/quotes_controller.rb', line 135

def select_pdf_template
  # This simple check will make sure our quote in awaiting transmission get a final profit check
  @quote.review_profit if @quote.can_review_profit?

  return unless @quote.profit_review?

  flash[:error] = 'Profit margins not met, quote cannot be sent'
  redirect_to quote_path(@quote)

  # templates = @quote.template_options
end

#set_shipping_address ⇒ void

This method returns an undefined value.

Saves the shipping address chosen or entered on the shipping address form,
then updates freight/shipping-rate state and redirects accordingly.



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# File 'app/controllers/quotes_controller.rb', line 267

def set_shipping_address
  set_new_address
  # Intercept address id
  quote_params = params[:quote].to_h
  address_params = params[:address].to_h
  address_id = quote_params.delete(:shipping_address_id)
  @quote.attributes = quote_params

  if address_id == 'on'
    # No shipping address
    @quote.shipping_address_id = nil
  elsif address_id.to_i > 0
    # Address book pick
    @quote.shipping_address_id = address_id.to_i
  elsif @quote.shipping_address&.one_time_only
    # update the one time address
    @quote.shipping_address.attributes = address_params
    @new_address = @quote.shipping_address
  elsif address_params.present?
    address_params.delete(:party_id) unless address_params[:party_id].to_i > 0
    @quote.build_shipping_address(address_params)
    @new_address = @quote.shipping_address
  end

  if @quote.save
    if @quote.ships_freight_but_address_not_freight_ready?
      check_freight_fields_and_redirect
    else
      result = begin
        eval(@quote.last_shipping_rate_request_result.to_s) # rubocop:disable Security/Eval
      rescue StandardError
        nil
      end
      handle_shipping_flash_messaging(result) if result.present?
      @quote.ready_to_transmit if @quote.is_warehouse_pickup? && @quote.pre_pack?
      if @customer.addresses.count <= 1 && !@new_address&.new_record? && @new_address.country_iso3 && (@new_address.country_iso3 != @customer.catalog.country_iso3)
        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, return_path: @return_path || shipping_quote_path(@quote))
      else
        redirect_to_return_path_or_default shipping_quote_path(@quote)
      end
    end
  else
    flash.now[:error] = @quote.errors_to_s.presence || 'Could not update shipping address.'
    render :shipping_address, status: :unprocessable_content
  end
end

#shipping ⇒ void

This method returns an undefined value.

Renders the shipping tab, surfacing the last shipping-rate-request result
if the shipping method was just updated.



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# File 'app/controllers/quotes_controller.rb', line 320

def shipping
  @ship_quotable = @quote
  @shipping_address = @customer.shipping_address
  if params[:shipping_updated]
    result = eval(@quote.last_shipping_rate_request_result.to_s) # rubocop:disable Security/Eval
    handle_shipping_flash_messaging(result)
  end
  redirect_to_return_path_or_default quote_path(@quote) if @quote.complete?
end

#shipping_address ⇒ void

This method returns an undefined value.

Renders the shipping address form.



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# File 'app/controllers/quotes_controller.rb', line 259

def shipping_address
  set_new_address
end

#show ⇒ Object

GET /customers/1/opportunities/1/quotes/1



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# File 'app/controllers/quotes_controller.rb', line 39

def show
  authorize!(:read, @quote)
  set_show_variables
  set_opportunity_briefing_variables
  respond_to do |format|
    format.html do
      flash.now[:error] = "#{flash.now[:error]}Quote cannot be converted to order. #{(@quote.convert_to_order_service.errors || []).join('. ')} " if @quote.complete? && !@quote.sold? && !@quote.can_convert?
    end
    format.pdf do
      if Rails.env.development? || params[:inline].to_b
        options = { current_user_id: @context_user.id, output_to_file: false, show_installation_plans: true, materials_only: params[:materials_only].to_b, regenerate_plans: params[:regenerate_plans].to_b }
        combined_pdf_result = Quote::CombinedPdfGenerator.new.process(@quote, **options)
        send_data combined_pdf_result.pdf_data, type: 'application/pdf', disposition: 'inline'
      else
        job_options = {
          quote_id: @quote.id, current_user_id: @context_user.id, preview: true, quote_options: { materials_only: params[:materials_only].to_b, regenerate_plans: params[:regenerate_plans].to_b }
        }.deep_stringify_keys
        job_id = GenerateQuoteWorker.perform_async(job_options)
        # perform_async returns nil when sidekiq-unique-jobs rejects a duplicate
        # (Sidekiq.default_job_options: client on_conflict: :log) — e.g. a double
        # click while an identical PDF job for this quote is still running.
        # redirect_to job_path(nil) would 500 with UrlGenerationError
        # (AppSignal #6312). Same guard as #generate_pdf below.
        if job_id
          redirect_to job_path(job_id)
        else
          flash[:error] = 'A PDF is already being generated for this quote — please wait a moment and try again.'
          redirect_to_return_path_or_default quote_path(@quote)
        end
      end
    end
  end
end

#tab_activities ⇒ void

This method returns an undefined value.

Renders the activities tab fragment.



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# File 'app/controllers/quotes_controller.rb', line 703

def tab_activities
  authorize!(:read, @quote)
  build_activities_tab_data(@quote)
  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.



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# File 'app/controllers/quotes_controller.rb', line 667

def tab_attachments
  authorize!(:read, @quote)
  build_uploads_tab_data(@quote)
  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.



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# File 'app/controllers/quotes_controller.rb', line 679

def tab_communications
  authorize!(:read, @quote)
  build_communications_tab_data(@quote)
  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.



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# File 'app/controllers/quotes_controller.rb', line 630

def tab_contacts
  authorize!(:read, @quote)
  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, showing remaining quoted items.



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# File 'app/controllers/quotes_controller.rb', line 726

def tab_inventory
  authorize!(:read, @quote)
  @item_groups = Inventory::QuotedRemainingItems.new.process(@quote, 1).item_groups
  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.



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# File 'app/controllers/quotes_controller.rb', line 619

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

#tab_main ⇒ Object

Tab actions for turbo-tabs lazy loading



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# File 'app/controllers/quotes_controller.rb', line 608

def tab_main
  authorize!(:read, @quote)
  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.



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# File 'app/controllers/quotes_controller.rb', line 127

def tab_material_alerts
  @material_alerts = @quote.get_material_alerts if @quote && @quote.id.present?
  render partial: '/shared/material_alerts_tab'
end

#tab_revisions ⇒ void

This method returns an undefined value.

Renders the revisions tab fragment.



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# File 'app/controllers/quotes_controller.rb', line 738

def tab_revisions
  authorize!(:read, @quote)
  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.



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# File 'app/controllers/quotes_controller.rb', line 652

def tab_rooms
  authorize!(:read, @quote)
  @opportunity = @quote.opportunity
  @editing_locked = @quote.complete?
  @return_path = quote_path(@quote, tab: 'rooms')
  build_rooms_tab_data(@quote)
  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.



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# File 'app/controllers/quotes_controller.rb', line 641

def tab_shipping
  authorize!(:read, @quote)
  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.



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# File 'app/controllers/quotes_controller.rb', line 691

def tab_sms
  authorize!(:read, @quote)
  build_sms_tab_data(@quote)
  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.



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# File 'app/controllers/quotes_controller.rb', line 715

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

#unopened_quotes ⇒ void

This method returns an undefined value.

Lists quotes the customer has not yet opened on the /ql/<token> viewer.



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

def unopened_quotes
  @quotes = Quotes::UnopenedQuoteFinder.new.process
end

#update ⇒ Object

PUT /customers/1/opportunities/1/quotes/1



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# File 'app/controllers/quotes_controller.rb', line 99

def update
  @quote.validate_opportunity_and_prepared_for = true
  @quote.need_to_recalculate_shipping
  if @quote.update(params[:quote])
    redirect_to_return_path_or_default(quote_path(@quote))
  else
    render action: :edit, status: :unprocessable_content
  end
end

#update_online_quote_options ⇒ Object

PATCH /quotes/:id/update_online_quote_options

Sister of #generate_pdf for the new "Online quote (/ql/)" tab on
the select_pdf_template page. Persists the rep's header-style +
auto-include checkboxes to Quote#online_quote_options; the
customer-facing _plans.html.erb reads the saved state when
rendering the "Forms & guides" section on /ql/<token>.



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# File 'app/controllers/quotes_controller.rb', line 184

def update_online_quote_options
  # recipient_contact_point_ids[] rides along in the same `online_quote` hash
  # (checkboxes) but is consumed separately by #picked_recipient_contact_point_ids;
  # permit it here so it doesn't trip action_on_unpermitted_parameters (:raise).
  incoming = params.fetch(:online_quote, {})
                   .permit(*Quote::ONLINE_QUOTE_OPTION_KEYS, recipient_contact_point_ids: []).to_h
  # Coerce form's "1"/"0" / on/off into stored booleans so predicates
  # downstream stay tidy. Missing key (unchecked box) → false.
  cleaned = Quote::ONLINE_QUOTE_OPTION_KEYS.index_with do |k|
    ActiveModel::Type::Boolean.new.cast(incoming[k.to_s])
  end.stringify_keys

  # The people the rep ticked are the recipients of the transmit email.
  picked_cp_ids = picked_recipient_contact_point_ids

  # Merge into the existing JSONB rather than replace it — customer-side
  # intent flags (Quote::CUSTOMER_QUOTE_INTENT_KEYS) live in the same
  # column and a wholesale replace would silently drop them.
  merged = @quote.online_quote_options.merge(cleaned)

  if @quote.update(online_quote_options: merged)
    if params[:commit_send].to_b
      redirect_to build_communication_quote_path(@quote, online_quote: 1,
                                                        recipient_contact_point_ids: picked_cp_ids.join(','))
    else
      flash[:info] = 'Online quote options saved.'
      redirect_to select_pdf_template_quote_path(@quote)
    end
  else
    flash[:error] = "Could not save: #{@quote.errors.full_messages.to_sentence}"
    redirect_to select_pdf_template_quote_path(@quote)
  end
end

#update_profit_margins ⇒ void

This method returns an undefined value.

Applies submitted profit-margin minimums and releases from profit review
when the new margins clear the threshold.



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# File 'app/controllers/quotes_controller.rb', line 750

def update_profit_margins
  authorize!(:manage_profit_margins, @quote)

  if quote_profit_margins_params.to_hash['min_profit_markup'].present?
    if @quote.update(quote_profit_margins_params)
      if @quote.can_release_from_profit_review?
        flash[:info] = 'Quote released for transmission'
        @quote.release_from_profit_review # Try to release
      elsif @quote.profit_review?
        flash[:error] = 'Minimum profit margins not met to allow release from profit review'
      end
      redirect_to_return_path_or_default quote_path(@quote)
    else
      flash.now[:error] = @quote.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

#upgrade ⇒ void

This method returns an undefined value.

Renders the room-upgrade form (view-only; submission is complete_upgrade).



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# File 'app/controllers/quotes_controller.rb', line 558

def upgrade; end