e9_crm 0.1.1

data/app/models/sales_campaign.rb

@@ -0,0 +1,15 @@
+# An sales campaign
+#
+# Carries an affiliate fee
+#
+class SalesCampaign < Campaign
+  money_columns :sales_fee
+  belongs_to :sales_person
+
+  ##
+  # The sum cost of this campaign
+  #
+  def cost
+    sales_fee
+  end
+end

data/app/models/sales_person.rb

@@ -0,0 +1,4 @@
+# A contact subtype for sales people, who drive sales campaigns
+#
+class SalesPerson < Contact
+end

data/app/models/tracking_cookie.rb

@@ -0,0 +1,61 @@
+require 'digest/md5'
+
+# Mirrors a browser cookie installed on the client
+#
+# == Purpose
+#
+# A +User+ may have many cookies, and it is through these cookies that associated
+# +PageView+ records are tracked.
+#
+# == Behavior
+#
+# The cookie is tracked through it's hashed id (hid), and maintains the most 
+# recent campaign code passed from the associated client.
+#
+# Immediately after the cookie is loaded or created, a +PageView+ is generated.
+# It is given the current +code+ of the cookie, if it exists, and if either the 
+# cookie itself is new, or the code on it is new (has changed), that +PageView+ 
+# is marked as a new visit.
+#
+# In this way, a +PageView+ will be credited to a campaign code even if it a
+# code is not passed in its actual request.  The timeline might look like this:
+#
+# 1. A client visits the site normally with no campaign code.
+#   - A cookie is created/installed
+#   - A new visit, uncoded page view is created
+#
+# 2. The client visits another page.
+#   - The installed cookie is loaded
+#   - An uncoded page view is created.
+#
+# 3. The same client (pre-existing cookie) visits the site with code ABC.
+#   - The installed cookie is loaded, its code updated to ABC.
+#   - A new visit, ABC coded page view is created
+#
+# 4. The client visits another page.
+#   - The installed cookie is loaded
+#   - An ABC coded page view is created
+#
+# In this manner, page views are always credited to the most recently loaded
+# code, with the assumption that it was the most recently seen code that
+# prompted the client to (re)visit the site.
+#
+class TrackingCookie < ActiveRecord::Base
+  belongs_to :user, :inverse_of => :tracking_cookies
+  has_many :page_views
+  after_save :generate_hid, :on => :create
+
+  attr_accessor :new_visit
+
+  def new_visit?
+    @new_visit.present?
+  end
+
+  protected
+
+  def generate_hid
+    unless hid.present?
+      update_attribute :hid, Digest::MD5.hexdigest("#{id}//#{DateTime.now}")
+    end
+  end
+end

data/app/models/website_attribute.rb

@@ -0,0 +1,4 @@
+# Attribute for related websites, e.g. Facebook Page, Personal Website
+#
+class WebsiteAttribute < RecordAttribute
+end

data/app/observers/deal_observer.rb

@@ -0,0 +1,11 @@
+class DealObserver < ActiveRecord::Observer
+  def before_revert(record)
+  end
+
+  def before_convert(record)
+    if email = record.offer && record.offer.conversion_alert_email.presence
+      Rails.logger.debug("Sending Offer Conversion Alert to [#{email}]")
+      Offer.conversion_email.try(:send!, email)
+    end
+  end
+end

data/app/uploaders/file_uploader.rb

@@ -0,0 +1,34 @@
+# encoding: utf-8
+
+class FileUploader < CarrierWave::Uploader::Base
+
+  # Override the directory where uploaded files will be stored.
+  # This is a sensible default for uploaders that are meant to be mounted:
+  def store_dir
+    "uploads/#{model.class.to_s.underscore}/#{mounted_as}/#{model.id}"
+  end
+
+  #Add a white list of extensions which are allowed to be uploaded.
+  #For images you might use something like this:
+  def extension_white_list
+    %w(*)
+  end
+
+  # A string of file extensions acceptable for the uploader.
+  # (passed to uploadify)
+  #
+  def file_ext(delimiter= ';')
+    extension_white_list.map {|ext| "*.#{ext}" }.join(delimiter)
+  end
+
+  # Description of file types acceptable for the uploader
+  # (passed to uploadify)
+  #
+  def file_desc
+    "All Files (#{file_ext(',')})"
+  end
+
+  def filename
+    super.presence || path.present? && path.split('/').last
+  end
+end

data/app/views/e9_crm/campaigns/_form_inner.html.haml

@@ -0,0 +1,5 @@
+- resource.attributes.each_pair do |field, value|
+  - next if ['id', 'created_at', 'updated_at'].include?(field)
+  .field
+    = f.label field
+    = f.text_field field

data/app/views/e9_crm/contact_emails/_form.html.haml

@@ -0,0 +1,7 @@
+= form_for resource, :url => polymorphic_path(resource), :remote => request.xhr? do |f|
+  .errors= resource_error_messages!
+
+  = render 'form_inner', :f => f
+
+  .actions
+    = f.submit

data/app/views/e9_crm/contact_emails/_form_inner.html.haml

@@ -0,0 +1,11 @@
+= f.hidden_field :name
+= f.hidden_field :user_ids
+.field
+  = f.label :from_email, nil, :class => :req
+  = f.text_field :from_email
+.field
+  = f.label :subject, nil, :class => :req
+  = f.text_field :subject
+.field
+  = f.label :text_body, nil, :class => :req
+  = f.text_area :text_body

data/app/views/e9_crm/contact_emails/destroy.js.erb

@@ -0,0 +1,3 @@
+<% if !resource.errors.any? %>
+  $("#ids_<%= resource.id %>").fadeOut();
+<% end %>

data/app/views/e9_crm/contact_emails/send_email.js.erb

@@ -0,0 +1 @@
+// send email

data/app/views/e9_crm/contact_merges/_field.html.haml

@@ -0,0 +1,10 @@
+.field
+  = f.label column
+  .contact-a-value
+    %label{:for => "contact_a_#{column}"}
+      = contact_a(column).presence || e9_t(:no_value)
+    = f.radio_button column, contact_a(column), :checked => (f.object.send(column) == contact_a(column) || f.object.send(column).blank?), :id => "contact_a_#{column}"
+  .contact-b-value
+    %label{:for => "contact_b_#{column}"}
+      = contact_b(column).presence || e9_t(:no_value)
+    = f.radio_button column, contact_b(column), :id => "contact_b_#{column}"

data/app/views/e9_crm/contact_merges/_form.html.haml

@@ -0,0 +1,10 @@
+= form_for @contact, :url => contact_merges_path do |f|
+  = hidden_field_tag :contact_a_id, @contact_a.id
+  = hidden_field_tag :contact_b_id, @contact_b.id
+
+  = render 'field', :column => :first_name, :f => f
+  = render 'field', :column => :last_name, :f => f
+  = render 'field', :column => :company_name, :f => f
+  = render 'field', :column => :title, :f => f
+  .actions
+    = f.submit

data/app/views/e9_crm/contact_merges/new.html.haml

@@ -0,0 +1,2 @@
+= title e9_t(:new_title)
+= render 'form'

data/app/views/e9_crm/contacts/_details.html.haml

@@ -0,0 +1,22 @@
+.contact-who
+  %span.contact-name= record.name
+  - if record.company_id? || record.title?
+    = " - "
+    = link_to_contact_search(:by_title, record.title) if record.title?
+    = " at " if record.company_id? && record.title?
+    = link_to_contact_search(:by_company, record.company_id, record.company_name) if record.company_id?
+
+- if record.phone_number_attributes.any?
+  .contact-phone-numbers
+    - record.phone_number_attributes.each do |phone_number_attribute|
+      .contact-phone-number= phone_number_attribute
+
+- if record.instant_messaging_handle_attributes.any?
+  .contact-im-handles
+    - record.instant_messaging_handle_attributes.each do |instant_messaging_handle_attribute|
+      .contact-im-handle= instant_messaging_handle_attribute
+
+- if record.website_attributes.any?
+  .contact-websites
+    - record.website_attributes.each do |website_attribute|
+      .contact-website= website_attribute

data/app/views/e9_crm/contacts/_form_inner.html.haml

@@ -0,0 +1,51 @@
+%fieldset.contact-standard-fields
+  %legend= e9_t(:form_legend_standard)
+  .field
+    = f.label :first_name
+    = f.text_field :first_name
+  .field
+    = f.label :last_name
+    = f.text_field :last_name
+  .field
+    = f.label :company_name
+    = f.text_field :company_name
+  .field
+    = f.label :title
+    = f.text_field :title
+
+= render 'e9_tags/form', :f => f, :context => [:users, true]
+
+%fieldset.contact-contact-fields
+  %legend= e9_t(:form_legend_contact)
+
+  %fieldset.nested-associations
+    %legend
+      %span= f.label(:users)
+      = link_to_add_record_attribute(:users)
+    = render_record_attribute_association(:users, f)
+
+  %fieldset.nested-associations
+    %legend
+      %span= f.label(:phone_number_attributes)
+      = link_to_add_record_attribute(:phone_number_attributes)
+    = render_record_attribute_association(:phone_number_attributes, f)
+
+  %fieldset.nested-associations
+    %legend
+      %span= f.label(:instant_messaging_handle_attributes)
+      = link_to_add_record_attribute(:instant_messaging_handle_attributes)
+    = render_record_attribute_association(:instant_messaging_handle_attributes, f)
+
+  %fieldset.nested-associations
+    %legend
+      %span= f.label(:website_attributes)
+      = link_to_add_record_attribute(:website_attributes)
+    = render_record_attribute_association(:website_attributes, f)
+
+  %fieldset.nested-associations
+    %legend
+      %span= f.label(:address_attributes)
+      = link_to_add_record_attribute(:address_attributes)
+    = render_record_attribute_association(:address_attributes, f)
+
+= javascript_include_tag templates_contacts_path

data/app/views/e9_crm/contacts/_header.html.haml

@@ -0,0 +1,19 @@
+.toolbar
+  .toolbar-left
+    = form_tag(resource_class, :method => :get, :id => 'contact_search_form') do
+      = label_tag 'contact_search_field', t(:search)
+      = text_field_tag 'search', params[:search], :id => 'contact_search_field'
+      = submit_tag t(:go), :name => nil
+    = submit_tag t(:clear), :name => nil, :id => 'contact_search_clear'
+  .toolbar-middle
+    = form_tag new_contact_email_path, :method => :get, :id => 'contact_email_form', 'data-empty' => e9_t(:no_contacts_notification), 'data-count' => @user_ids.length do
+      = select_tag 'etid', contact_email_template_select_options
+      = hidden_field_tag 'uids', @user_ids.join(','), :id => 'contact_email_uids'
+      = submit_tag e9_t(:send_email_template), :name => nil
+    = form_tag send_email_admin_user_email_path('__ID__'), :method => :put, :id => 'contact_newsletter_form', 'data-confirm' => e9_t(:contact_newsletter_confirmation, :count => collection.length), 'data-empty' => e9_t(:no_contacts_notification), 'data-count' => @user_ids.length  do
+      = select_tag 'eid', contact_newsletter_select_options
+      = hidden_field_tag 'uids', @user_ids.join(','), :id => 'contact_newsletter_uids'
+      = submit_tag e9_t(:send_email_newsletter), :name => nil
+  .toolbar-right
+    = link_to_new_resource(Contact)
+    = link_to_new_resource(Company)

data/app/views/e9_crm/contacts/_tag_table.html.haml

@@ -0,0 +1,15 @@
+- tagged_params = Array.wrap(params[:tagged])
+%table.tag-table
+  %thead
+    %th{:colspan => 2}
+      = t(:tags_name, :scope => :e9_tags)
+  %tbody
+    - Tagging.where(:context => E9Tags.escape_context('users*')).joins(:tag).all.group_by {|t| t.name[0].upcase }.sort.each do |letter, tags|
+      %tr
+        %td.tag-starts-with= letter
+        %td.tags
+          %ul.tags
+            - tags.sort_by(&:name).each do |tag|; tag_id = "tagged-#{tag.name.dasherize}"
+              %li.tag
+                = label_tag(tag_id, tag.name)
+                = check_box_tag('tagged[]', tag.name, tagged_params.member?(tag.name), :id => tag_id)

data/app/views/e9_crm/contacts/index.html.haml

@@ -0,0 +1,13 @@
+= title (@index_title || e9_t(:index_title))
+
+
+#index_header
+  = render 'header'
+
+#records_table
+  = render 'table', :resources => collection
+
+#contact-tag-list
+  = render 'tag_table'
+
+= render 'footer'

data/app/views/e9_crm/contacts/index.js.erb

@@ -0,0 +1,5 @@
+<% new_title = @index_title || e9_t(:index_title) %>
+$('#index_header').html("<%= escape_javascript(render('header')) %>");
+$('#records_table').html("<%= escape_javascript(render('table', :resources => collection)) %>");
+document.title = "<%= escape_javascript(meta_title(new_title)) %>";
+$("h1.title, ul.breadcrumbs li.last").html("<%= escape_javascript(new_title) %>");

data/app/views/e9_crm/contacts/merge.html.haml

@@ -0,0 +1 @@
+

data/app/views/e9_crm/contacts/templates.js.erb

@@ -0,0 +1 @@
+<%= render 'e9_crm/record_attributes/templates' %>

data/app/views/e9_crm/deals/_form_inner.html.haml

@@ -0,0 +1,5 @@
+- resource.attributes.each_pair do |field, value|
+  - next if ['id', 'created_at', 'updated_at'].include?(field)
+  .field
+    = f.label field
+    = f.text_field field

data/app/views/e9_crm/deals/leads.html.haml

@@ -0,0 +1,13 @@
+= title (@index_title || e9_t(:index_title))
+
+= render 'header'
+
+- if sortable_controller?
+  = form_tag polymorphic_path([:update_order, resource_class]) do
+    %div#records_table
+      = render 'table', :resources => collection, :field_map => {}
+- else
+  %div#records_table
+    = render 'table', :resources => collection
+
+= render 'footer'

data/app/views/e9_crm/email_templates/_form_inner.html.haml

@@ -0,0 +1,9 @@
+.field
+  = f.label :name, nil, :class => :req
+  = f.text_field :name
+.field
+  = f.label :subject, nil, :class => :req
+  = f.text_field :subject
+.field
+  = f.label :text_body, nil, :class => :req
+  = f.text_area :text_body

data/app/views/e9_crm/menu_options/_form_inner.html.haml

@@ -0,0 +1,6 @@
+.field
+  = f.label :key
+  = f.select :key, MenuOption::KEYS.sort
+.field
+  = f.label :value
+  = f.text_field :value

data/app/views/e9_crm/menu_options/_header.html.haml

@@ -0,0 +1,8 @@
+.toolbar
+  .toolbar-left
+    %form{:action => menu_options_path, :method => :get, :id => 'menu_option_key_select_form'}
+      = label_tag 'menu_option_key_select', t(:view)
+      = select_tag 'key', options_for_select(MenuOption::KEYS.sort, params[:key]), :id => 'menu_option_key_select'
+      = submit_tag t(:go), :name => nil
+  .toolbar-right
+    = link_to_new_resource(MenuOption, :menu_option => {:key => params[:key]})

data/app/views/e9_crm/offers/_form.html.haml

@@ -0,0 +1,7 @@
+= form_for resource, :url => polymorphic_path([parent, resource]), :remote => request.xhr?, :html => { :multipart => true } do |f|
+  .errors= resource_error_messages!
+
+  = render 'form_inner', :f => f
+
+  .actions
+    = f.submit

data/app/views/e9_crm/offers/_form_inner.html.haml

@@ -0,0 +1,42 @@
+.field
+  = f.label :name, nil, :class => :req
+  = f.text_field :name
+
+.field{:class => request.xhr? ? 'tinymcexhr' : 'tinymce'}
+  = f.label :template, nil, :class => :req
+  = f.text_area :template
+
+- if request.xhr?
+  - resource.region_type_ids.each_with_index do |id, i|
+    = hidden_field_tag 'offer[region_type_ids][]', id, :id => "offer_region_type_ids_#{i}"
+  - if resource.new_record?
+    - resource.node_ids.each_with_index do |id, i|
+      = hidden_field_tag 'offer[node_ids][]', id, :id => "offer_node_ids_#{i}"
+- else
+  = render 'shared/admin/region_type_select', :f => f
+
+%fieldset.upload
+  = render 'shared/form_partials/carrierwave_upload_field', :field => :file, :f => f
+  .field
+    = f.label :download_link_text
+    = f.text_field :download_link_text
+
+.field
+  = f.label :success_alert_text
+  = f.text_field :success_alert_text
+
+.field
+  = f.label :success_page_text
+  = f.text_area :success_page_text
+
+.field
+  = f.label :success_alert_text
+  = f.text_field :success_alert_text
+
+.field
+  = f.label :conversion_alert_email
+  = f.text_field :conversion_alert_email
+
+.field
+  = f.label :custom_form_html
+  = f.text_area :custom_form_html

data/app/views/e9_crm/offers/_form_inner.html.haml.bak

@@ -0,0 +1,43 @@
+= f.fields_for resource.options do |ff|
+  .field
+    = f.label :name, nil, :class => :req
+    = f.text_field :name
+
+  .field{:class => request.xhr? ? 'tinymcexhr' : 'tinymce'}
+    = f.label :template, nil, :class => :req
+    = f.text_area :template
+
+  - if request.xhr?
+    - resource.region_type_ids.each_with_index do |id, i|
+      = hidden_field_tag 'offer[region_type_ids][]', id, :id => "offer_region_type_ids_#{i}"
+    - if resource.new_record?
+      - resource.node_ids.each_with_index do |id, i|
+        = hidden_field_tag 'offer[node_ids][]', id, :id => "offer_node_ids_#{i}"
+  - else
+    = render 'shared/admin/region_type_select', :f => f
+
+  %fieldset.upload
+    = render 'shared/form_partials/carrierwave_upload_field', :field => :file, :f => f
+    .field
+      = ff.label :download_link_text
+      = ff.text_field :download_link_text
+
+  .field
+    = ff.label :success_alert_text
+    = ff.text_field :success_alert_text
+
+  .field
+    = ff.label :success_page_text
+    = ff.text_area :success_page_text
+
+  .field
+    = ff.label :success_alert_text
+    = ff.text_field :success_alert_text
+
+  .field
+    = ff.label :conversion_alert_email
+    = ff.text_field :conversion_alert_email
+
+  .field
+    = ff.label :custom_form_html
+    = ff.text_area :custom_form_html

data/app/views/e9_crm/page_views/_table.html.haml

@@ -0,0 +1,25 @@
+%table.records
+  %thead
+    %tr
+      %th= orderable_column_link('campaign.name', :campaign)
+      %th= orderable_column_link(:created_at)
+      %th= orderable_column_link(:request_path)
+      %th= orderable_column_link(:referer)
+      %th= orderable_column_link(:remote_ip)
+  %tbody
+    - if collection.empty?
+      %tr
+        %td{:colspan => 5}= e9_t(:no_records_text)
+    - else
+      - collection.each do |record|
+        %tr{:id => "ids_#{record.id}", :class => cycle('odd', 'even')}
+          %td.contact-campaign-name
+            = record.campaign_name || 'n/a'
+          %td.contact-created-at
+            = I18n.l(record.created_at)
+          %td.contact-request-path
+            = record.request_path
+          %td.contact-referer
+            = record.referer
+          %td.contact-remote-ip
+            = record.remote_ip

data/app/views/e9_crm/record_attributes/_address_attribute.html.haml

@@ -0,0 +1,5 @@
+= render :layout => 'e9_crm/record_attributes/record_attribute', :locals => { :f => f, :value_field_type => :text_area } do
+  - if (types = AddressAttribute.types).present?
+    = f.fields_for f.object.options do |ff|
+      .field
+        = ff.select :type, types

data/app/views/e9_crm/record_attributes/_instant_messaging_handle_attribute.html.haml

@@ -0,0 +1,5 @@
+= render :layout => 'e9_crm/record_attributes/record_attribute', :locals => { :f => f } do
+  - if (types = InstantMessagingHandleAttribute.types).present?
+    = f.fields_for f.object.options do |ff|
+      .field
+        = ff.select :type, types

data/app/views/e9_crm/record_attributes/_phone_number_attribute.html.haml

@@ -0,0 +1,5 @@
+= render :layout => 'e9_crm/record_attributes/record_attribute', :locals => { :f => f } do
+  - if (types = PhoneNumberAttribute.types).present?
+    = f.fields_for f.object.options do |ff|
+      .field
+        = ff.select :type, types

data/app/views/e9_crm/record_attributes/_record_attribute.html.haml

@@ -0,0 +1,10 @@
+.record-attribute.nested-association
+  - if f.object.persisted?
+    = f.hidden_field :id
+    = f.hidden_field :_destroy, :value => 0
+  .field
+    = f.send local_assigns[:value_field_type] || :text_field,  :value
+
+  = yield
+
+  = link_to_destroy_record_attribute

data/app/views/e9_crm/record_attributes/_templates.js.erb

@@ -0,0 +1,12 @@
+E9CRM = window.E9CRM || {};
+E9CRM.js_templates = {};
+E9CRM.js_templates.start_child_index = 
+E9CRM.js_templates.current_child_index = <%= child_index = 100000 %>;
+<%= fields_for(resource) do |f| %>
+  <% resource_class::RECORD_ATTRIBUTES.each do |association_name| %>
+    <% build_associated_resource(association_name) %>
+    <%= f.fields_for(association_name, :child_index => child_index) do |association_form_builder| %>
+E9CRM.js_templates.<%= association_name %> = "<%= escape_javascript(record_attribute_template(association_name, association_form_builder)) %>";
+    <% end %>
+  <% end %>
+<% end %>

data/app/views/e9_crm/record_attributes/_user.html.haml

@@ -0,0 +1,23 @@
+.record-attribute.nested-association
+  = f.hidden_field :status
+
+  - if f.object.persisted?
+    = f.hidden_field :id
+    = f.hidden_field :_destroy, :value => 0
+    .field
+      = f.object.email
+  - else
+    .field
+      = f.email_field :email
+
+  = f.fields_for f.object.options do |ff|
+    - if (types = User.email_types).present?
+      .field
+        = ff.select :type, types
+    .field.radio
+      = ff.hidden_field :primary, :value => false
+      = ff.label :primary_true, ff.object.class.human_attribute_name(:primary)
+      = ff.radio_button :primary, true
+
+  - if f.object.prospect?
+    = link_to_destroy_record_attribute

data/app/views/e9_crm/record_attributes/_website_attribute.html.haml

@@ -0,0 +1,5 @@
+= render :layout => 'e9_crm/record_attributes/record_attribute', :locals => { :f => f } do
+  - if (types = WebsiteAttribute.types).present?
+    = f.fields_for f.object.options do |ff|
+      .field
+        = ff.select :type, types

data/app/views/e9_crm/resources/_footer.html.haml

@@ -0,0 +1 @@
+= will_paginate collection

data/app/views/e9_crm/resources/_form.html.haml

@@ -0,0 +1,7 @@
+= form_for resource, :url => polymorphic_path([parent, resource]), :remote => request.xhr? do |f|
+  .errors= resource_error_messages!
+
+  = render 'form_inner', :f => f
+
+  .actions
+    = f.submit

data/app/views/e9_crm/resources/_form_inner.html.haml

@@ -0,0 +1,5 @@
+- resource.attributes.each_pair do |field, value|
+  - next if ['id', 'created_at', 'updated_at'].include?(field)
+  .field
+    = f.label field
+    = f.text_field field

data/app/views/e9_crm/resources/_table.html.haml

@@ -0,0 +1,21 @@
+- field_map = local_assigns[:field_map] || records_table_field_map
+
+%table.records{:class => sortable_controller? ? 'sortable' : nil }
+  %thead
+    %tr
+      - field_map[:fields].keys.each do |field|
+        %th= resource_class.human_attribute_name(field)
+      %th= e9_t(:actions)
+  %tbody
+    - if collection.empty?
+      %tr
+        %td{:colspan => field_map[:fields].length + 1}= e9_t(:no_records_text)
+    - else
+      - collection.each do |record|
+        %tr{:id => "ids_#{record.id}", :class => cycle('odd', 'even')}
+          - field_map[:fields].each do |key, value|
+            %td{:class => "contact-#{key}"}
+              = value.respond_to?(:call) ? value.call(record) : record.send(key)
+          %td.links
+            - field_map[:links][record].each do |link|
+              = link

data/app/views/e9_crm/resources/create.js.erb

@@ -0,0 +1,6 @@
+<% if resource.errors.any? %>
+  $('form .errors').html("<%= escape_javascript(resource_error_messages!) %>");
+  $.fn.colorbox.resize();
+<% else %>
+  window.location.reload(true);
+<% end %>

data/app/views/e9_crm/resources/destroy.js.erb

@@ -0,0 +1,3 @@
+<% if !resource.errors.any? %>
+  $("#ids_<%= resource.id %>").fadeOut();
+<% end %>