Module: QuotesHelper

Defined in:
app/helpers/quotes_helper.rb

Overview

View helper: quotes.

Defined Under Namespace

Classes: QuoteRecipientPerson

Instance Method Summary collapse

Instance Method Details

#build_quote_party_hash(quote) ⇒ Object 



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# File 'app/helpers/quotes_helper.rb', line 61

def build_quote_party_hash(quote)
  parties_hash = {
    "#{quote.primary_party.full_name} (Primary)" => quote.primary_party,
    "#{quote.customer.full_name} (Billing Customer)" => { party: quote.customer, collapsed: false }
  }
  append_opportunity_participants_hash(quote.opportunity, parties_hash) if quote.opportunity
  parties_hash
end

#display_pre_pack_alerts(quote) ⇒ Object 



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# File 'app/helpers/quotes_helper.rb', line 80

def display_pre_pack_alerts(quote)
  render partial: '/shared/pre_pack_alerts', locals: { quote: quote }
end

#display_ship_insurance_alerts(quote) ⇒ Object 



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# File 'app/helpers/quotes_helper.rb', line 84

def display_ship_insurance_alerts(quote)
  render partial: '/shared/ship_insurance_alerts', locals: { ship_quotable: quote }
end

#fields_for_shipping_cost(shipping_cost) ⇒ Object 



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# File 'app/helpers/quotes_helper.rb', line 70

def fields_for_shipping_cost(shipping_cost, &)
  prefix = shipping_cost.new_record? ? 'new' : 'existing'
  fields_for("delivery[#{prefix}_shipping_cost_attributes][]", shipping_cost, &)
end

#gather_quote_phones(_opp) ⇒ Object 



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# File 'app/helpers/quotes_helper.rb', line 75

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

#get_quote_profit_label(quote) ⇒ Object 



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# File 'app/helpers/quotes_helper.rb', line 54

def get_quote_profit_label(quote)
  profit_label = +'Profit: '
  profit_label << colored_profit_status(quote)
  profit_label << " (#{colored_profit(quote)}, min: #{quote.min_profit_markup} %)"
  profit_label.html_safe
end

#quote_command_options(quote = nil) ⇒ Object 



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# File 'app/helpers/quotes_helper.rb', line 88

def quote_command_options(quote = nil)
  quote ||= @quote
  opts = []
  opts << quote.human_state_name.titleize
  opts << link_to(fa_icon('envelope', text: 'Transmit'), select_pdf_template_quote_path(quote)) if quote.can_be_transmitted?
  opts << if quote.can_convert? && can?(:place_orders, quote.customer)
            link_to(fa_icon('circle-dollar', text: 'Convert to Order'), convert_to_order_quote_path(quote),
                    { class: 'transactional', data: { controller: 'ui-blocker', turbo_method: :put } })
          else
            { content: 'Cannot be converted to order', class: 'dropdown-item-text text-body-secondary' }
          end
  has_active_pre_pack = quote.has_pre_pack_deliveries?

  if quote.complete?
    requote_data = { controller: 'ui-blocker', turbo_method: :post }
    requote_data[:turbo_confirm] = 'WARNING: This quote has an active pre-pack in the warehouse. Requoting will notify the warehouse to stop. Continue?' if has_active_pre_pack
    opts << link_to(fa_icon('clone', text: 'Requote/Redesign'), requote_quote_path(quote), { class: 'transactional', data: requote_data })
  end
  opts << link_to(fa_icon('file', text: 'Preview Quote pdf'), quote_path(quote, format: :pdf))
  opts << link_to(fa_icon('triangle-exclamation', text: 'Preview Quote pdf (refresh ALL room plans)'),
                  quote_path(quote, format: :pdf, regenerate_plans: true),
                  data: { turbo_confirm: 'This will regenerate all linked room plans. Are you sure? Use only as needed!' })
  opts << link_to(fa_icon('file', text: 'Get Quote link'), link_quote_path(quote))
  opts << link_to(fa_icon('clock-rotate-left', text: 'View customer activity (/ql/)'),
                  activity_log_quote_path(quote))
  opts << link_to(fa_icon('file', text: 'Preview Materials pdf'), quote_path(quote, materials_only: true, format: :pdf))
  opts << link_to(fa_icon('forward', text: 'Process Quote'), shipping_quote_path(quote)) if quote.pending?
  if can?(:manage_profit_margins, quote)
    opts << link_to(fa_icon('chart-pie', text: 'Review/Update Profit Margins'),
                    profit_margins_quote_path(quote))
  end
  opts << link_to(fa_icon('face-frown', text: 'Opportunity Lost'), workflow_action_opportunity_path(quote.opportunity, wf_action: 'lose')) if quote.opportunity.can_lose?
  cancel_confirm = has_active_pre_pack ? { event: :cancel, prompt: 'WARNING: This quote has an active pre-pack in the warehouse. Cancelling will notify the warehouse to stop. Continue?' } : {}
  if (events = available_events_links(quote, {}, cancel_confirm, ['request_estimated_packaging'])).present?
    opts << { class: 'divider' }
    opts += events
    opts << { class: 'divider' }
  end
  pp_disabled = (show_quote_pre_pack_option(quote) ? false : true)
  pp_label = pp_disabled ? 'Already packaged, contact Warehouse to request repackaging' : 'Request Estimated Packaging'
  pp_link_opts = pp_disabled ? { class: 'disabled', aria: { disabled: true }, tabindex: -1 } : {}
  opts << link_to(fa_icon('right-from-bracket', text: pp_label),
                  (pp_disabled ? '#' : workflow_action_quote_path(quote, wf_action: 'request_estimated_packaging')),
                  pp_link_opts)

  opts << link_to(fa_icon('right-from-bracket', text: 'Move'), move_quote_path(quote))
  opts << link_to(fa_icon('copy', text: 'Copy'), copy_quote_path(quote))

  opts << link_to(fa_icon('pen-to-square', text: 'Edit'), edit_quote_path(quote)) if can?(:update, quote)
  if can? :destroy, quote
    opts << link_to(fa_icon('trash', text: 'Delete'),
                    quote_path(quote),
                    data: { turbo_confirm: 'Are you sure want to delete this quote?', turbo_method: :delete })
  end

  opts
end

#quote_quick_info(quote = @quote) ⇒ Object 



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

def quote_quick_info(quote = @quote)
  info = []
  info << if @quote.hold_for_transmission
            fa_icon('ban', style: 'color: red', text: 'Hold for transmission')
          else
            fa_icon('check', style: 'color: green', text: 'Release when ready')
          end
  # `priority` is derived from room configurations (Quote#set_priority) and
  # stays nil until a quote has rooms — skip the badge rather than crash.
  info << fa_icon('clock', text: quote.priority.titleize, style: { 'same day' => 'color:red', 'next day' => 'color:orange' }[quote.priority]) if quote.priority.present?
  info << fa_icon('right-left', text: 'RMA Redesign') if quote.rma
  info << employee_badge(quote.primary_sales_rep, title: 'Primary Sales Rep') if quote.primary_sales_rep
  info << fa_icon('file-invoice-dollar', text: number_to_currency(quote.total, unit: quote.currency_symbol))
  info << fa_icon('tags', text: "Effective Discount: #{quote.effective_discount} %".html_safe)
  # Build the customer-facing URL with the right host + locale prefix so
  # the link works even when the running server's Rack::Rewrite is older
  # than the `ql` protection in the locale-normalization sweep. The
  # encrypted token comes from Encryption.encrypt_string(quote.id.to_s).
  ql_locale = (quote.catalog&.store&.country_iso3 == 'CAN' ? :'en-CA' : :'en-US')
  ql_url = Web::UrlBuilder.new.process(
    "/ql/#{Encryption.encrypt_string(quote.id.to_s)}",
    ql_locale,
    host: WEB_HOSTNAME_WITHOUT_PORT,
    port: APP_PORT_NUMBER
  )
  info << fa_icon('link', text: safe_join([
                                            link_to('Customer link', ql_url, target: '_blank', rel: 'noopener'),
                                            ' ',
                                            clipboard_copy(ql_url, mode: :icon, title: 'Copy customer link')
                                          ]))
  if quote.is_sales_quote? && quote.track_profit?
    if can?(:manage_profit_margins, quote)
      profit_info = link_to(profit_margins_quote_path(quote), class: 'px-2 nav-link') do
        safe_join([fa_icon('chart-pie'), content_tag(:span, get_quote_profit_label(quote), class: 'copy-target')], ' ')
      end
      info << profit_info
    else
      info << content_tag(:span, fa_icon('chart-pie', text: "Profit Status: #{colored_profit_status(quote)}".html_safe))
    end
  end
  info
end

#quote_recipient_people(quote) ⇒ Array<QuoteRecipientPerson>

Parameters:

Returns:



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# File 'app/helpers/quotes_helper.rb', line 197

def quote_recipient_people(quote)
  customer = quote.opportunity&.customer
  return [] unless customer

  # Pre-checked = the customer (always receives the quote). Contacts with an
  # email on file can be ticked as additional recipients. If the quote has
  # previously-selected contact points from the edit page, pre-check those too.
  people = [[customer, 'Customer']] + customer.contacts.includes(:contact_points, :accounts).map { |c| [c, 'Contact'] }

  # Get the IDs of contact points already selected on the quote
  selected_contact_point_ids = quote.contact_points.map(&:id).to_set

  people.map do |party, role|
    email_cp = party.contact_points.detect { |cp| cp.category == ContactPoint::EMAIL && cp.detail.present? }
    QuoteRecipientPerson.new(
      party: party,
      role: role,
      email_contact_point: email_cp,
      can_login: party.accounts.any?,
      preselected: party.id == customer.id || (email_cp && selected_contact_point_ids.include?(email_cp.id))
    )
  end
end

#quote_tab_options ⇒ Object 



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# File 'app/helpers/quotes_helper.rb', line 146

def quote_tab_options
  {
    line_items: { remote_href: tab_line_items_quote_path(@quote) },
    material_alerts: { remote_href: tab_material_alerts_quote_path(@quote) },
    main: { remote_href: tab_main_quote_path(@quote) },
    contacts: { remote_href: tab_contacts_quote_path(@quote) },
    shipping: { remote_href: tab_shipping_quote_path(@quote) },
    rooms: {
      counter: @quote.room_configurations.size,
      title: +'Rooms & Areas',
      remote_href: tab_rooms_quote_path(@quote)
    },
    activities: {
      counter: @quote.open_activities_counter,
      remote_href: tab_activities_quote_path(@quote, selected_activity: params[:selected_activity])
    },
    communications: { remote_href: tab_communications_quote_path(@quote) },
    sms: {
      remote_href: tab_sms_quote_path(@quote),
      counter: @quote.sms_messages.unread.size
    },
    attachments: { remote_href: tab_attachments_quote_path(@quote) },
    tickets: {
      title: 'Tickets',
      counter_html: tech_counter_badge(@quote.support_cases),
      remote_href: tab_tickets_quote_path(@quote)
    },
    inventory: { remote_href: tab_inventory_quote_path(@quote) },
    revisions: { remote_href: tab_revisions_quote_path(@quote) }
  }
end

#setup_quote(quote) ⇒ Object 



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

def setup_quote(quote)
  quote.tap do |q|
    q.quote_type ||= quote.prefix_for_reference_number
  end
end

#show_quote_pre_pack_option(quote) ⇒ Object 



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# File 'app/helpers/quotes_helper.rb', line 178

def show_quote_pre_pack_option(quote)
  (quote.deliveries.any? && quote.deliveries.any? { |d| d.shipments.any? { |s| !s.packed_or_pre_packed? } }) || (current_user&.has_role?('warehouse_rep') || current_user&.is_manager?)
end