artfully_ose 1.2.0 → 1.3.0.pre1

data/app/views/imports/donations/_preview.html.haml

@@ -0,0 +1,23 @@
+%table.table.table-bordered.table-striped
+  %tr
+    %th Email
+    %th First
+    %th Last
+    %th Date
+    %th Amount
+    %th Type
+    %th Notes
+    %th Fiscal Year
+
+  - rows.each do |row|
+    %tr
+      %td=row.email
+      %td=row.first
+      %td=row.last
+      %td=l(row.donation_date.to_date, :format => '%m/%d/%Y')
+      %td=number_as_cents row.amount
+      %td=row.donation_type
+      %td=row.notes
+      %td=row.fiscal_year
+    -#= will_paginate rows
+

data/app/views/imports/events/_new.html.haml

@@ -42,6 +42,14 @@
           &nbsp Show date must be in one of the following formats
           =render :partial => "imports/shared/date_format"
           If you do not include a time, we'll set it to 8pm.
+      %tr 
+        %td.field-slim Order Date
+        %td
+          %span.label.label-success
+            Important!
+          &nbsp Order date must be in one of the following formats
+          =render :partial => "imports/shared/date_format"
+          You may omit the time.
     
     %h3 Please include one of the following
     %p If all of these fields are omitted, the sale will be credited to an anonymous record.
@@ -69,14 +77,6 @@
           %span.label.label-success
             Important!
           &nbsp Include only dollars and cents.  Don't include a "$" or other currency symbols.
-      %tr 
-        %td.field-slim Order Date
-        %td
-          %span.label.label-success
-            Important!
-          &nbsp Show date must be in one of the following formats
-          =render :partial => "imports/shared/date_format"
-          You may omit the time.  If you omit the date entirely, the order will be recorded with today's date.
     %p You can also use all of the field names in People imports.
           
   .span3

data/app/views/imports/index.html.haml

@@ -4,28 +4,35 @@
 
 .row
 
-  .span8
+  .span9
     .bottom-room
       %h3 Imports
       .row-fluid
-        .span4
+        .span3
           %h4 People
           %p Do you have a database of contacts already?  Import those contacts into Artful.ly!
-        .span4
+        .span3
           %h4 Events
           %p Import sales from events not ticketed by Artful.ly
-        .span4
+        .span3
           %h4 Donations
           %p Import a list of past donations to your organization.
+        - with_kit(:membership) do
+          .span3
+            %h4 Memberships
+            %p Import past and present memberships.
       .row-fluid
-        .span4
+        .span3
           = link_to "Import People", new_import_path(:type => :people), :class => "btn"
-        .span4
+        .span3
           = link_to "Import Events", new_import_path(:type => :events), :class => "btn"
-        .span4
+        .span3
           = link_to "Import Donations", new_import_path(:type => :donations), :class => "btn"
-    
-    .bottom-room    
+        - with_kit(:membership) do
+          .span3
+            = link_to "Import Memberships", new_import_path(:type => :memberships), :class => "btn"
+
+    .bottom-room
       -unless @imports.empty?
         %h3 Import History
         %table.table.table-condensed
@@ -35,15 +42,13 @@
               %td= import.user.email
               %td= l import.created_at_local_to_organization, :format => :short
               %td= import.status.capitalize
-  .span1
-     
-  
-  .span3       
-    .well{:style => "text-align: center"}   
-      %h3 Exports
-      =render :partial => "export_links"
-      %div{:style => 'font-weight:bold; text-align:left; font-size:.9em;'}
-        = "Need something more specific?"
-        %br
-          ="Export from"
-          =link_to("Advanced Search", new_search_path)
+  .span3
+    - if current_user.can? :manage, :export
+      .well{:style => "text-align: center"}
+        %h3 Exports
+        =render :partial => "export_links"
+        %div{:style => 'font-weight:bold; text-align:left; font-size:.9em;'}
+          = "Need something more specific?"
+          %br
+            ="Export from"
+          =link_to("Advanced Search", new_advanced_search_path)

data/app/views/imports/memberships/_approved.html.haml

@@ -0,0 +1,16 @@
+.row
+  .span4
+    %h3 Pending Contacts
+
+    %p This import was created at: <br> #{l import.created_at}
+
+    %p= link_to "Back to imports/exports", imports_path, :class => "btn"
+
+  .span8
+    %h3 This file is waiting to be imported into Artful.ly.
+
+:javascript
+
+  setTimeout(function () {
+    window.location.reload();
+  }, 5000);

data/app/views/imports/memberships/_caching.html.haml

@@ -0,0 +1,17 @@
+.row
+  .span4
+    %h3 Importing Memberships
+
+    %p This import was created at: <br> #{l import.created_at}
+
+    %p= link_to "Back to imports/exports", imports_path, :class => "btn"
+
+  .span8
+    %h3 This file is currently being processed by Artful.ly.
+    %p This may take a little while. Thank you for your patience.
+
+:javascript
+
+  setTimeout(function () {
+    window.location.reload();
+  }, 5000);

data/app/views/imports/memberships/_failed.html.haml

@@ -0,0 +1,5 @@
+.row
+  .span4
+    =render :partial => 'imports/shared/sidebar', :locals => {:import => import}
+  .span8
+    =render :partial => 'imports/shared/failed', :locals => {:import => import}

data/app/views/imports/memberships/_imported.html.haml

@@ -0,0 +1,45 @@
+.row
+  .span4
+    %p This import was created at: <br> #{l import.created_at}
+    %p= link_to "Back to imports/exports", imports_path, :class => "btn"
+
+  .span8
+    .well
+      %h3 This file has been imported into Artful.ly.
+      %p="This import file had #{pluralize @import.rows.count, "membership"}."
+
+    -unless @messages.empty?
+      %h4 Merged
+      %p These people already existed, so we merged the records for you.
+      %table.table.table-bordered.table-striped
+        %tr
+          %th{:width => 250} Email
+          %th First
+          %th Last
+          %th 
+        - @messages.each_with_index do |message, index|
+          - unless message.person.nil?
+            %tr
+              %td=message.person.email
+              %td=message.person.first_name
+              %td=message.person.last_name
+              %td=icon_link_to "", person_path(message.person), 'fa-share', '', ''
+      = will_paginate @messages, :param_name => 'messages_page'
+
+    - unless @people.empty?
+      %h4 Imported
+      %p These people were imported.
+      %table.table.table-bordered.table-striped
+        %tr
+          %th{:width => 250} Email
+          %th First
+          %th Last
+          %th 
+        - @people.each_with_index do |row, index|
+          %tr
+            %td=row.email
+            %td=row.first_name
+            %td=row.last_name
+            %td=icon_link_to "", person_path(row), 'fa-share', '', ''
+
+      = will_paginate @people

data/app/views/imports/memberships/_importing.html.haml

@@ -0,0 +1,20 @@
+.row
+
+  .span4
+    %h3 Importing Memberships
+
+    %p This import was created at #{@import.created_at}
+
+    %p= link_to "Back to imports/exports", imports_path, :class => "btn"
+
+  .span8
+
+    %h3 This file is being imported into Artful.ly.
+    %p This may take a little while. Thank you for your patience.
+
+
+:javascript
+
+  setTimeout(function () {
+    window.location.reload();
+  }, 5000);

data/app/views/imports/memberships/_invalid.html.haml

@@ -0,0 +1,5 @@
+.row
+  .span4
+    =render :partial => 'imports/shared/sidebar', :locals => {:import => import}
+  .span8
+    =render :partial => 'imports/shared/invalid', :locals => {:import => import}

data/app/views/imports/memberships/_new.html.haml

@@ -0,0 +1,155 @@
+- in_section :imports
+- content_for :header do
+  %h1 Import Memberships
+
+.row
+  .span3
+    %h2
+      %span.badge.badge-big.badge-info 1
+      Template
+    #{link_to 'Download an empty CSV file', template_imports_path(:type => "memberships")} with these headers already filled in.
+  
+  .span6
+    %h2
+      %span.badge.badge-big.badge-info 2
+      Format
+    %h3 Required Fields
+    .bottom-room= render :partial => "imports/shared/knowledge_base"
+
+    %h3 Each of these fields...
+    %table.table.table-bordered.table-striped.docs
+      %tr
+        %td.field-slim Email
+        %td="The email address of the person. People in Artful.ly have unique email addresses, so if you're importing an email address that has already been assigned to a person, we'll merge the data for you. #{link_to "Read more", "#merging", {'data-toggle' => 'modal'}}".html_safe
+      %tr
+        %td.field-slim Membership Name
+        %td The name of the membership.
+      %tr
+        %td.field-slim Membership Type
+        %td
+          %p Seasonal memberships have a fixed end date. Rolling memberships are monthly/yearly/etc.
+          %span.label.label-success
+            Important!
+          &nbsp Valid options are:
+          %br
+          %br
+          %strong Seasonal, Rolling
+
+      %tr
+        %td.field-slim Start Date
+        %td
+          %i For seasonal and rolling memberships.
+          Start date must be in one of the following formats:
+
+          =render :partial => "imports/shared/date_format"
+          You may omit the time.
+
+      %tr
+        %td.field-slim End Date
+        %td
+          %i For seasonal memberships only. 
+          End date must be in one of the following formats:
+          =render :partial => "imports/shared/date_format"
+          You may omit the time.
+
+
+      %tr
+        %td.field-slim Duration
+        %td
+          %i For rolling memberships only.
+          The number of periods the membership type covers.
+
+      %tr
+        %td.field-slim Period
+        %td
+          %i For rolling memberships only.
+          The membership period.
+
+          %br
+          %br
+
+          %span.label.label-success
+            Important!
+          &nbsp Valid options are:
+          %br
+          %br
+          %strong Months, Years
+      %tr
+        %td.field-slim Price Paid
+        %td
+          %span.label.label-success
+            Important!
+          &nbsp Include only dollars and cents.  Don't include a "$" or other currency symbols.
+      %tr
+        %td.field-slim Payment Method
+        %td
+          %span.label.label-success
+            Important!
+          &nbsp Valid options are:
+          %br
+          %br
+          %b Cash, Credit card, Check, Comp, Other, Unknown.
+
+    %h3 Optional Fields
+    %table.table.table-bordered.table-striped.docs
+      %tr
+        %td.field-slim First Name
+        %td The first name of the person.
+      %tr
+        %td.field-slim Last Name
+        %td The last name of the person.
+      %tr
+        %td.field-slim Company Name
+        %td
+          If this is a company record, the name of the company. Otherwise,
+          it's the name of the company that the person works for.
+      %tr
+        %td.field-slim Order Date
+        %td
+          %span.label.label-success
+            Important!
+          &nbsp Order date must be in one of the following formats
+          =render :partial => "imports/shared/date_format"
+          You may omit the time.  If you omit the date entirely, the order will be recorded with today's date.
+
+    .alert.alert-info
+      %strong Tip!
+      You can also use all of the field names in People imports.
+    
+  .span3  
+    %h2
+      %span.badge.badge-big.badge-info 3
+      Upload
+    %p
+      Please only upload
+      %b Comma Separated Values (CSV)
+      files.  We cannot process 
+      %b XLS
+      or
+      %b XLSX
+      files.
+    %p
+      = render :partial => "shared/error_messages", :locals => { :target => @import }
+      = raw s3_http_upload_tag :key => "imports/#{UUID.new.generate}",
+          :content_type => "text/csv",
+          :redirect => new_import_url,
+          :acl => "public-read",
+          :max_filesize => 50.megabytes,
+          :submit_button => '<input type="hidden" value="people"/><div class="cancel-submit"><input id="import_submit" class="btn" name="commit" type="submit" value="Import"></div>'
+
+#merging.modal
+  .modal-header
+    .close{'data-dismiss'=>'modal'} x
+    %h3 Merging People
+  .modal-body
+    %p
+      If you're importing a record whose email address already exists in Artful.ly, Artful.ly will record the new information only when it does not exist already in Artful.ly. New data will not overwrite existing data.
+      %p
+      For example, consider that jim@example.com is in Artful.ly with a first name of Jim but no last name. If you import a file with jim@example.com in it, and a first name of Bill and a last name of Smith, the merged record will be:
+      %p
+        %ul
+          %li Email: jim@example.com
+          %li First: Jim
+          %li Last:  Smith
+  .modal-footer
+    %button.btn.btn-success{'data-dismiss'=>'modal'} OK

data/app/views/imports/memberships/_pending.html.haml

@@ -0,0 +1,85 @@
+.row
+  .span3
+    %h2= t(".heading", :default => "Import")
+
+    %p
+      %span.label.label-info Created
+      %span.muted= import.created_at.strftime('%b %d, %Y %l:%M%P')
+
+    %p To discard this import and start over, click "Delete"
+    %p To pause this import and come back later, click "Back"
+
+    .btn-group
+      = icon_link_to "Back", new_import_path(:type => import.kind), 'fa-share', 'btn', ''
+      = link_to "Delete", import_path(import), :data => {:confirm => "Are you sure you want to delete this import?"}, :method => :delete, :class => "btn btn-danger"
+
+  .span9
+    .row-fluid
+      %h2 New Membership Types
+      %p.lead These are new and will be added to your account.
+
+      - if import.new_membership_types.blank?
+        .well
+          %h5.text-center.muted - None -
+      - else
+        %table.table.table-bordered.table-hover
+          %tr
+            %th.span4 Name
+            %th.span3 Type
+            %th.span2 # of Members
+            %th  
+
+          - import.new_membership_types.each do |new_type|
+            %tr
+              %td
+                = new_type.membership_name
+              %td
+                = new_type.membership_type
+              %td
+                %span.badge.badge-info= new_type.member_count
+              %td
+                = link_to 'Preview', import_preview_rows_path(@import, :membership_name => new_type.membership_name), :class => 'btn btn-small btn-success'
+
+    .row-fluid
+      %h2 Existing Membership Types
+      %p.lead These already exist and will have new members added.
+
+      - if import.existing_membership_types.blank?
+        .well
+          %h5.text-center.muted - None -
+      - else
+        %table.table.table-bordered.table-hover
+          %tr
+            %th.span4 Name
+            %th.span3 Type
+            %th.span2 # of Members
+            %th  
+
+          - import.existing_membership_types.each do |existing_type|
+            %tr
+              %td
+                = existing_type.membership_name
+              %td
+                = existing_type.membership_type
+              %td
+                %span.badge.badge-info= existing_type.member_count
+              %td
+                = link_to 'Preview', import_preview_rows_path(@import, :membership_name => existing_type.membership_name), :class => 'btn btn-small btn-success'
+
+    .row-fluid
+      .page-header
+        %h3
+          This import is pending your approval
+
+      .alert.alert-block
+        %button.close{:data => 'dismiss-alert'} ×
+        %strong Important:
+        Review the details of this import using the "Preview" buttons above. This import cannot be undone later.
+
+      %br
+
+      %p.muted Click "Approve" to import into Artful.ly
+      %p
+        = link_to approve_import_path(import), :data => {:confirm => "Are you sure you want to approve this import?"}, :class => "btn btn-large", :disabled => true do
+          %i.fa.fa-thumbs-up
+          Approve