insurance_leads.rb

[geekelo]

FILE

ActiveAdmin.register InsuranceLead do
  config.sort_order = 'created_at_desc'

  menu parent: 'Loans & Insurance', label: 'Insurance Leads'
  # See permitted parameters documentation:
  # https://github.com/activeadmin/activeadmin/blob/master/docs/2-resource-customization.md#setting-up-strong-parameters
  #
  # Uncomment all parameters which should be permitted for assignment
  #
  permit_params :email, :date_of_birth, :premium, :first_name, :last_name, :gender, :phone_number, :country
  #
  # or
  #
  # permit_params do
  #   permitted = [:email, :date_of_birth, :premium, :first_name, :last_name, :gender, :phone_number, :country]
  #   permitted << :other if params[:action] == 'create' && current_user.admin?
  #   permitted
  # end

end

[geekelo]

This ActiveAdmin configuration sets up an admin interface for managing InsuranceLead records. Here’s a breakdown of the key components:

1. Menu Configuration

• menu parent: 'Loans & Insurance', label: 'Insurance Leads':
  This line places the InsuranceLead resource under the "Loans & Insurance" menu in the ActiveAdmin interface and labels it as "Insurance Leads." This categorization helps administrators easily find and manage insurance-related leads within the broader context of financial services.

2. Sort Order Configuration

• config.sort_order = 'created_at_desc':
  This sets the default sort order for InsuranceLead records to be by created_at in descending order. This ensures that the most recently created leads appear at the top of the list, which is often useful for administrators when reviewing new leads.

3. Permitted Parameters

• permit_params :email, :date_of_birth, :premium, :first_name, :last_name, :gender, :phone_number, :country:
  This line defines the attributes of the InsuranceLead model that can be modified through the ActiveAdmin interface. By explicitly permitting these parameters, it ensures that only the necessary and safe attributes can be altered by administrators.

  The permitted parameters include:

  • email: The email address of the insurance lead.
  • date_of_birth: The lead's date of birth, likely relevant for calculating insurance premiums.
  • premium: The insurance premium associated with the lead.
  • first_name: The first name of the lead.
  • last_name: The last name of the lead.
  • gender: The gender of the lead.
  • phone_number: The phone number of the lead.
  • country: The country of residence of the lead.

4. Commented Configuration

• # permit_params do ... end:
  This commented-out block shows an alternative way to define permitted parameters. It demonstrates how to conditionally permit additional parameters based on the context, such as the action being performed or the role of the user.

  permit_params do
  permitted = [:email, :date_of_birth, :premium, :first_name, :last_name, :gender, :phone_number, :country]
  permitted << :other if params[:action] == 'create' && current_user.admin?
  permitted
  end

  This is useful if you need more control over which parameters can be assigned, depending on specific conditions.

Summary

This configuration is designed to manage InsuranceLead records efficiently. It places the resource within a relevant menu, ensures new leads are easily accessible, and securely defines which attributes can be modified by administrators. The flexibility provided by the commented-out block allows for advanced configurations if necessary, such as conditional parameter permissions.