e9_crm 0.1.1

data/.gitignore

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+.bundle
+*.swp
+pkg/*

data/Gemfile

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+source 'http://rubygems.org'
+
+gemspec

data/Gemfile.lock

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+PATH
+  remote: .
+  specs:
+    e9_crm (0.1.0)
+      e9_rails (~> 0.0.4)
+      e9_tags (~> 0.0.2)
+      has_scope
+      inherited_resources (~> 1.1.2)
+      money
+      rails (~> 3.0.0)
+      will_paginate
+
+GEM
+  remote: http://rubygems.org/
+  specs:
+    abstract (1.0.0)
+    actionmailer (3.0.5)
+      actionpack (= 3.0.5)
+      mail (~> 2.2.15)
+    actionpack (3.0.5)
+      activemodel (= 3.0.5)
+      activesupport (= 3.0.5)
+      builder (~> 2.1.2)
+      erubis (~> 2.6.6)
+      i18n (~> 0.4)
+      rack (~> 1.2.1)
+      rack-mount (~> 0.6.13)
+      rack-test (~> 0.5.7)
+      tzinfo (~> 0.3.23)
+    activemodel (3.0.5)
+      activesupport (= 3.0.5)
+      builder (~> 2.1.2)
+      i18n (~> 0.4)
+    activerecord (3.0.5)
+      activemodel (= 3.0.5)
+      activesupport (= 3.0.5)
+      arel (~> 2.0.2)
+      tzinfo (~> 0.3.23)
+    activeresource (3.0.5)
+      activemodel (= 3.0.5)
+      activesupport (= 3.0.5)
+    activesupport (3.0.5)
+    acts-as-taggable-on (2.0.6)
+    arel (2.0.9)
+    builder (2.1.2)
+    e9_rails (0.0.4)
+      inherited_resources
+      rails (~> 3.0.0)
+    e9_tags (0.0.2)
+      acts-as-taggable-on (~> 2.0.6)
+      rails (~> 3.0.0)
+    erubis (2.6.6)
+      abstract (>= 1.0.0)
+    has_scope (0.5.0)
+    i18n (0.5.0)
+    inherited_resources (1.1.2)
+      has_scope (~> 0.5.0)
+      responders (~> 0.6.0)
+    mail (2.2.15)
+      activesupport (>= 2.3.6)
+      i18n (>= 0.4.0)
+      mime-types (~> 1.16)
+      treetop (~> 1.4.8)
+    mime-types (1.16)
+    money (3.6.1)
+      i18n (~> 0.4)
+    polyglot (0.3.1)
+    rack (1.2.1)
+    rack-mount (0.6.13)
+      rack (>= 1.0.0)
+    rack-test (0.5.7)
+      rack (>= 1.0)
+    rails (3.0.5)
+      actionmailer (= 3.0.5)
+      actionpack (= 3.0.5)
+      activerecord (= 3.0.5)
+      activeresource (= 3.0.5)
+      activesupport (= 3.0.5)
+      bundler (~> 1.0)
+      railties (= 3.0.5)
+    railties (3.0.5)
+      actionpack (= 3.0.5)
+      activesupport (= 3.0.5)
+      rake (>= 0.8.7)
+      thor (~> 0.14.4)
+    rake (0.8.7)
+    responders (0.6.2)
+    thor (0.14.6)
+    treetop (1.4.9)
+      polyglot (>= 0.3.1)
+    tzinfo (0.3.24)
+    will_paginate (2.3.15)
+
+PLATFORMS
+  ruby
+
+DEPENDENCIES
+  e9_crm!
+  e9_rails (~> 0.0.4)
+  e9_tags (~> 0.0.2)
+  has_scope
+  inherited_resources (~> 1.1.2)
+  money
+  rails (~> 3.0.0)
+  will_paginate

data/README.md

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+CRM Plugin for the e9 CMS
+=========================
+
+It should be noted that while this plugin is intended for use in the
+e9 CMS, it does neither includes nor requires it.
+
+To use, add as a gem and install by running:
+
+    rails g e9_crm:install
+
+Then modify the installed initializer as per your app, including
+the controller module in your desired controllers, with the final
+result looking something like this:
+
+    require 'e9_crm'
+
+    User.send :include, E9Crm::Backend::ActiveRecord
+
+    Rails.configuration.after_initialize do
+      [
+        MyFirstTrackedController,
+        MySecondTrackedController
+      ].each {|c| c.send(:include, E9Crm::TrackingController) }
+    end
+
+NOTE: A few assumptions are made:
+---------------------------------
+
+1.    Your app has a "User" model
+2.    Your app has a controller method #current_user to return the
+      currently logged in user.

data/Rakefile

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+require "bundler"
+Bundler::GemHelper.install_tasks

data/app/controllers/e9_crm/advertising_campaigns_controller.rb

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+class E9Crm::AdvertisingCampaignsController < E9Crm::ResourcesController
+  defaults :resource_class => AdvertisingCampaign
+end

data/app/controllers/e9_crm/affiliate_campaigns_controller.rb

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+class E9Crm::AffiliateCampaignsController < E9Crm::ResourcesController
+  defaults :resource_class => AffiliateCampaign
+end

data/app/controllers/e9_crm/base_controller.rb

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+class E9Crm::BaseController < AdminController
+  include E9Rails::Helpers::ResourceLinks
+  include E9Rails::Helpers::Title
+  include E9Rails::Helpers::Translation
+end

data/app/controllers/e9_crm/campaign_groups_controller.rb

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+class E9Crm::CampaignGroupsController < E9Crm::ResourcesController
+  defaults :resource_class => CampaignGroup
+end

data/app/controllers/e9_crm/campaigns_controller.rb

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+class E9Crm::CampaignsController < E9Crm::ResourcesController
+  defaults :resource_class => Campaign
+  has_scope :of_type, :as => :t, :only => :index
+end

data/app/controllers/e9_crm/companies_controller.rb

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+class E9Crm::CompaniesController < E9Crm::ResourcesController
+  defaults :resource_class => Company
+end

data/app/controllers/e9_crm/contact_emails_controller.rb

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+class E9Crm::ContactEmailsController < E9Crm::ResourcesController
+  defaults
+
+  respond_to :js, :html
+
+  def create
+    create! do |success, failure|
+      success.html { redirect_to :admin_sent_email }
+      success.js { head :ok }
+    end
+  end
+
+  protected
+
+  def build_resource
+    get_resource_ivar || begin
+      object = if params[resource_instance_name]
+        ContactEmail.new(params[resource_instance_name] || {})
+      else
+        ContactEmail.new_from_template(template, :from_email => current_user.email, :user_ids => params[:uids])
+      end
+
+      # we set the user_ids.blank? error right away signifiying a problem, 
+      # as the record won't be valid if the user_ids weren't passed in params
+      if object.user_ids.blank?
+        object.errors.add(:user_ids, :blank)
+      end
+
+      set_resource_ivar(object)
+    end
+  end
+
+  # throw record_not_found if there's no template.  #new requires email_template_id
+  # be passed in params (and also user_ids)
+  def template
+    @_template ||= EmailTemplate.find(params[:etid])
+  end
+end

data/app/controllers/e9_crm/contact_merges_controller.rb

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+class E9Crm::ContactMergesController < E9Crm::BaseController
+  before_filter :build_resources
+
+  def create
+    if @contact_a.update_attributes(params[:contact])
+      @contact_a.merge_and_destroy!(@contact_b)
+      redirect_to @contact_a
+    else
+      render :new
+    end
+  end
+
+  protected
+
+  def build_resources
+    @contact   ||= Contact.new
+    @contact_a ||= Contact.find(params[:contact_a_id])
+
+    # NOTE lets see if this works
+    @contact_b ||= if params[:contact]
+                     Contact.new(params[:contact])
+                   else
+                     Contact.find(params[:contact_b_id])
+                   end
+  end
+end

data/app/controllers/e9_crm/contacts_controller.rb

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+class E9Crm::ContactsController < E9Crm::ResourcesController
+  defaults :resource_class => Contact
+
+  include E9Tags::Controller
+
+  respond_to :js, :html
+
+  before_filter :determine_title, :only => :index
+  before_filter :load_user_ids, :only => :index
+
+  has_scope :search, :by_title, :by_company, :only => :index
+  has_scope :tagged, :only => :index, :type => :array
+
+  # record attributes templates js
+  skip_before_filter :authenticate_user!, :filter_access_filter, :only => :templates
+  before_filter :build_resource, :only => :templates
+  caches_action :templates
+
+  protected
+
+  def load_user_ids
+    @user_ids ||= begin
+      (User.primary.joins(:contact) & end_of_association_chain.scoped).all.map(&:id)
+    end
+  end
+
+  def determine_title
+    params.delete(:search) if params[:search].blank?
+
+    @index_title ||= if params[:tagged] && params[:search]
+      e9_t(:index_title_with_search_and_tags, :tagged => params[:tagged].join(' or '), :search => params[:search])
+    elsif params[:tagged]
+      e9_t(:index_title_with_tags, :tagged => params[:tagged].join(' or '))
+    elsif params[:search]
+      e9_t(:index_title_with_search, :search => params[:search])
+    end
+  end
+
+  def default_ordered_on
+    'first_name'
+  end
+
+  def default_ordered_at
+    'ASC'
+  end
+end

data/app/controllers/e9_crm/dated_costs_controller.rb

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+class E9Crm::DatedCostsController < E9Crm::ResourcesController
+  belongs_to :advertising_campaign
+  defaults :resource_class => DatedCost
+end

data/app/controllers/e9_crm/deals_controller.rb

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+class E9Crm::DealsController < E9Crm::ResourcesController
+  defaults :resource_class => Deal
+
+  filter_access_to :leads, :require => :read, :context => :admin
+  prepend_before_filter :set_leads_index_title, :only => :leads
+
+  has_scope :leads, :only => :leads, :default => true
+  has_scope :leads, :except => :leads, :default => false
+
+  def leads
+    index!
+  end
+
+  protected
+
+  def set_leads_index_title
+    @index_title = I18n.t(:index_title, :scope => 'e9.e9_crm.leads')
+  end
+end

data/app/controllers/e9_crm/email_campaigns_controller.rb

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+class E9Crm::EmailCampaignsController < E9Crm::ResourcesController
+  defaults :resource_class => EmailCampaign
+end

data/app/controllers/e9_crm/email_templates.controller.rb

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+class E9Crm::EmailTemplatesController < E9Crm::ResourcesController
+  defaults
+end

data/app/controllers/e9_crm/menu_options_controller.rb

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+class E9Crm::MenuOptionsController < E9Crm::ResourcesController
+  defaults :resource_class => MenuOption
+  include E9Rails::Controllers::Sortable
+
+  has_scope :options_for, :as => :key, :only => :index
+
+  # NOTE The reason this is set in a filter instead of just a default scope value 
+  #      is that it is used in the index view to add the key param to the new 
+  #      resource link
+  #
+  before_filter :ensure_default_fetch_key, :only => :index
+
+  def create
+    create! { collection_path(:key => resource.key) }
+  end
+
+  def update
+    update! { collection_path(:key => resource.key) }
+  end
+
+  protected
+
+  def ensure_default_fetch_key
+    params[:key] ||= MenuOption::KEYS.sort.first
+  end
+end

data/app/controllers/e9_crm/offers_controller.rb

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+class E9Crm::OffersController < E9Crm::ResourcesController
+  defaults :resource_class => Offer
+end

data/app/controllers/e9_crm/page_views_controller.rb

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+class E9Crm::PageViewsController < E9Crm::ResourcesController
+  defaults :resource_class => PageView
+  belongs_to :campaign, :contact, :polymorphic => true
+
+  # NOTE association chain is prepended to ensure parent is loaded so other
+  #      before filters can use collection_path, etc.  Is there a better solution
+  #      for this?
+  #
+  prepend_before_filter :association_chain
+
+  has_scope :until_time, :as => :until, :unless => 'params[:from].present?'
+
+  has_scope :from_time, :as => :from do |controller, scope, value|
+    if controller.params[:until]
+      scope.for_time_range(value, controller.params[:until])
+    else
+      scope.from_time(value)
+    end
+  end
+end

data/app/controllers/e9_crm/record_attributes_controller.rb

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+class E9Crm::RecordAttributesController < ApplicationController
+  helper 'e9_crm/base'
+end

data/app/controllers/e9_crm/reports_controller.rb

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+class E9Crm::ReportsController < E9Crm::BaseController
+end

data/app/controllers/e9_crm/resources_controller.rb

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+class E9Crm::ResourcesController < E9Crm::BaseController
+  include E9Rails::Controllers::Orderable
+  include E9Rails::Helpers::ResourceErrorMessages
+  include E9Rails::Helpers::Pagination
+
+  inherit_resources
+
+  add_resource_breadcrumbs
+
+  def self.defaults(hash = {})
+    super(hash.reverse_merge(:route_prefix => nil))
+  end
+
+  def create
+    create! { collection_path }
+  end
+
+  def update
+    update! { collection_path }
+  end
+
+  protected
+
+  # NOTE parent is defined so it's always available, it will be overridden on controllers which have belongs_to routes
+  def parent; end
+  helper_method :parent
+
+  def add_index_breadcrumb
+    add_breadcrumb! @index_title || e9_t(:index_title), collection_path
+  end
+
+  def collection
+    get_collection_ivar || set_collection_ivar(end_of_association_chain.paginate(pagination_parameters))
+  end
+
+  def default_ordered_on
+    'created_at'
+  end
+
+  def default_ordered_dir
+    'DESC'
+  end
+end

data/app/controllers/e9_crm/sales_campaigns_controller.rb

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+class E9Crm::SalesCampaignsController < E9Crm::ResourcesController
+  defaults :resource_class => SalesCampaign
+end

data/app/helpers/e9_crm/base_helper.rb

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+module E9Crm::BaseHelper
+
+  ##
+  # Field maps
+  #
+  
+  def records_table_field_map(options = {})
+    options.symbolize_keys!
+    options.reverse_merge!(:class_name => resource_class.base_class.name.underscore)
+
+    base_map = {
+      :fields => { :id => nil },
+      :links => lambda {|r| [link_to_edit_resource(r), link_to_destroy_resource(r)] }
+    }
+
+    method_name = "records_table_field_map_for_#{options[:class_name]}"
+
+    if respond_to?(method_name)
+      base_map.merge! send(method_name)
+    end
+
+    base_map
+  end
+
+
+  ##
+  # Misc
+  #
+
+  def link_to_add_record_attribute(association_name)
+    link_to(
+      t(:add_record_attribute, :scope => :e9_crm), 
+      'javascript:;', 
+      :class => 'add-nested-association', 
+      'data-association' => association_name
+    )
+  end
+
+  def link_to_destroy_record_attribute
+    link_to(
+      t(:destroy_record_attribute, :scope => :e9_crm), 
+      'javascript:;', 
+      :class => 'destroy-nested-association'
+    )
+  end
+
+  def render_record_attribute_association(association_name, form, options = {})
+    options.symbolize_keys!
+
+    association = resource.send(association_name)
+
+    unless association.empty?
+      form.fields_for(association_name) do |f|
+        concat record_attribute_template(association_name, f, options)
+      end
+    end
+  end
+
+  def record_attribute_template(association_name, builder, options = {})
+    options.symbolize_keys!
+
+    render({
+      :partial => options[:partial] || "e9_crm/record_attributes/#{association_name.to_s.singularize}",
+      :locals => { :f => builder }
+    })
+  end
+
+  def build_associated_resource(association_name)
+    params_method = "#{association_name}_build_parameters"
+    build_params = resource_class.send(params_method) if resource_class.respond_to?(params_method)
+    resource.send(association_name).build(build_params || {})
+  end
+
+  def sortable_controller?
+    @_sortable_controller ||= controller.class.ancestors.member?(E9Rails::Controllers::Sortable)
+  end
+end

data/app/helpers/e9_crm/campaigns_helper.rb

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+module E9Crm::CampaignsHelper
+  def records_table_map_for_campaign
+    { 
+      :fields => {
+        :type => nil, 
+        :name => nil, 
+        :code => nil, 
+        :affiliate_fee => proc {|r| v = r.affiliate_fee; Money === v ? v : 'n/a' },  
+        :sales_fee => nil, 
+        :status => proc {|r| resource_class.human_attribute_name(Campaign::Status::VALUES[r.status]) } 
+      }
+    }
+  end
+end

data/app/helpers/e9_crm/contact_merges_helper.rb

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+module E9Crm::ContactMergesHelper
+  def contact_a(field_name)
+    @_contact_a_vals ||= {}
+    @_contact_a_vals[field_name] ||= merge_contact_val(@contact_a, field_name)
+  end
+
+  def contact_b(field_name)
+    @_contact_b_vals ||= {}
+    @_contact_b_vals[field_name] ||= merge_contact_val(@contact_b, field_name)
+  end
+
+  def merge_contact_val(obj, field_name)
+    # return '' here rather than nil so inputs will have a value, otherwise checked
+    # with no value ends up being interpreted as "on"
+    obj.send(field_name) || ''
+  end
+end

data/app/helpers/e9_crm/contacts_helper.rb

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+module E9Crm::ContactsHelper
+
+  def link_to_contact_search(attribute, query, text = nil)
+    link_to(text || query, contacts_path(attribute => query), :class => "contact-search contact-#{attribute.to_s.dasherize}-search")
+  end
+
+  def contact_email_template_select_options
+    options_for_select( EmailTemplate.order('name').map {|e| [e.name, e.id] })
+  end
+
+  def contact_newsletter_select_options
+    options_for_select( UserEmail.pending.order('name').map {|e| [e.name, e.id] })
+  end
+
+  def records_table_field_map_for_contact
+    {
+      :fields => { 
+        :avatar => proc {|r| },
+        :details => proc {|r| render('details', :record => r) }
+      },
+
+      :links => proc {|r|
+        [link_to_show_resource(r), link_to_edit_resource(r), link_to_destroy_resource(r)]
+      }
+    }
+  end
+end

data/app/helpers/e9_crm/deals_helper.rb

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+module E9Crm::DealsHelper
+  def records_table_field_map_for_deal
+    {
+      :fields => { 
+        :created_at => nil,
+        :offer => nil,
+        :campaign => nil
+      },
+
+      :links => proc {|r|
+        []
+      }
+    }
+  end
+end

data/app/helpers/e9_crm/menu_options_helper.rb

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+module E9Crm::MenuOptionsHelper
+  def records_table_field_map_for_menu_option
+    { 
+      :fields => {
+        :position => proc { '<div class="handle">+++</div>'.html_safe },
+        :value => nil,
+        :key => nil
+      }
+    }
+  end
+end

data/app/helpers/e9_crm/page_views_helper.rb

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+module E9Crm::PageViewsHelper
+end

data/app/models/address_attribute.rb

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+# Attribute for address info
+#
+class AddressAttribute < RecordAttribute
+end

data/app/models/advertising_campaign.rb

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+# An ad driven campaign.
+#
+# Unique from other campaigns in that their cost is derived from associated
+# DatedCost records.
+#
+class AdvertisingCampaign < Campaign
+  has_many :dated_costs, :as => :costable
+
+  ##
+  # The sum cost of this campaign
+  #
+  def cost
+    Money.new(dated_costs.sum(:cost))
+  end
+end

data/app/models/affiliate.rb

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+# A contact subtype for affiliates, who drive affiliate campaigns
+#
+class Affiliate < Contact
+end

data/app/models/affiliate_campaign.rb

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+# An affiliate campaign
+#
+# Carries an affiliate fee (and sales fee)
+#
+class AffiliateCampaign < SalesCampaign
+  money_columns :affiliate_fee
+  belongs_to :affiliate 
+
+  ##
+  # The sum cost of this campaign
+  #
+  def cost
+    super + affiliate_fee
+  end
+end