e9_crm 0.1.7 → 0.1.8

data/.gitignore

@@ -1,3 +1,4 @@
 .bundle
 *.swp
 pkg/*
+Gemfile.lock

data/app/controllers/e9_crm/campaigns_controller.rb

@@ -30,6 +30,9 @@ class E9Crm::CampaignsController < E9Crm::ResourcesController
         scope = scope.select(
           'campaigns.*, count(deals.id) won_deals_count, count(deals_campaigns.id) deals_count'
         ).joins([:deals, :won_deals])
+      else
+        # don't include NoCampaign normally
+        scope = scope.typed
       end
       scope
     end

data/app/controllers/e9_crm/contact_emails_controller.rb

@@ -6,7 +6,7 @@ class E9Crm::ContactEmailsController < E9Crm::ResourcesController
   def create
     create! do |success, failure|
       success.html { redirect_to :admin_sent_email }
-      success.js { head :ok }
+      success.js
     end
   end
 
@@ -33,4 +33,8 @@ class E9Crm::ContactEmailsController < E9Crm::ResourcesController
   def template
     @_template ||= EmailTemplate.find(params[:etid])
   end
+
+  def determine_layout
+    request.xhr? ? false : super
+  end
 end

data/app/controllers/e9_crm/contact_offers_controller.rb

@@ -0,0 +1,3 @@
+class E9Crm::ContactOffersController < E9Crm::OfferSubclassController
+  defaults :resource_class => ContactOffer
+end

data/app/controllers/e9_crm/deals_controller.rb

@@ -7,23 +7,49 @@ class E9Crm::DealsController < E9Crm::ResourcesController
 
   filter_access_to :leads, :reports, :require => :read, :context => :admin
 
+  skip_after_filter :flash_to_headers
+
   prepend_before_filter :set_leads_index_title, :only => :leads
   prepend_before_filter :set_reports_index_title, :only => :reports
 
   ##
-  # Index/Reports Scopes
+  # All Scopes
   #
 
+  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
+
+  ##
+  # Leads Scopes
+  #
+  
   # NOTE default => 'true' only exists to ensure this scope is called
   has_scope :only_leads, :only => :leads, :default => 'true' do |controller, scope|
     scope.leads(true)
   end
 
+  has_scope :offer, :only => :leads
+
+  ##
+  # Index Scopes
+  #
+  
   # NOTE default => 'false' only exists to ensure this scope is called
-  has_scope :no_leads, :except => [:leads, :reports], :default => 'false' do |controller, scope|
+  has_scope :no_leads, :only => :index, :default => 'false' do |controller, scope|
     scope.leads(false)
   end
 
+  has_scope :category, :only => :index
+  has_scope :status, :only => :index
+  has_scope :owner, :only => :index
+
   ##
   # Reports scopes
   #
@@ -38,15 +64,6 @@ class E9Crm::DealsController < E9Crm::ResourcesController
     scope & Campaign.of_type("#{value}_campaign".classify)
   end
 
-  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
 
   ##
   # Actions
@@ -62,15 +79,26 @@ class E9Crm::DealsController < E9Crm::ResourcesController
 
   protected
 
+  def add_edit_breadcrumb(opts = {})
+    @edit_title = e9_t(resource.lead? ? :new_title : :edit_title)
+    add_breadcrumb!(@edit_title)
+  end
+
   def collection
     get_collection_ivar || begin
       set_collection_ivar(
         if params[:action] == 'reports'
           end_of_association_chain.all
-        else
+
+        elsif params[:action] == 'deals'
+          # NOTE this is a pretty ugly join just to be able to sort on owner
           end_of_association_chain
             .joins("left outer join contacts on contacts.id = deals.contact_id")
             .select("deals.*, contacts.first_name owner_name")
+            .all
+
+        else
+          end_of_association_chain.includes(:contacts).paginate(pagination_parameters)
         end
       )
     end
@@ -85,6 +113,6 @@ class E9Crm::DealsController < E9Crm::ResourcesController
   end
 
   def ordered_if 
-    %w(index reports).member? params[:action]
+    %w(index leads reports).member? params[:action]
   end
 end

data/app/controllers/e9_crm/file_download_offers_controller.rb

@@ -0,0 +1,3 @@
+class E9Crm::FileDownloadOffersController < E9Crm::OfferSubclassController
+  defaults :resource_class => FileDownloadOffer
+end

data/app/controllers/e9_crm/leads_controller.rb

@@ -0,0 +1,74 @@
+class E9Crm::LeadsController < ApplicationController
+  # TODO these should all be included in e9_base
+  include E9Rails::Helpers::ResourceLinks
+  include E9Rails::Helpers::Title
+  include E9Rails::Helpers::Translation
+  include E9Rails::Helpers::ResourceErrorMessages
+
+  inherit_resources
+  belongs_to :offer, :param => :public_offer_id
+  defaults :resource_class => Deal, :instance_name => 'deal'
+
+  respond_to :js
+  respond_to :html, :only => []
+
+  has_scope :leads, :type => :boolean, :default => true
+
+  # we want to control (or not use) our own flash messages
+  skip_after_filter :flash_to_headers
+
+  before_filter :association_chain
+  after_filter :install_offers_cookie, :only => :create
+
+  #
+  # In the case that this is actually an HTML request, redirect to
+  # the offer on success (regardless of what type of offer?)
+  #
+  def create
+    create!(:flash => false) do |success, failure|
+      success.html { redirect_to public_offer_path(@offer) }
+      success.js
+    end
+  end
+
+  protected
+
+  def create_resource(object)
+    @lead_was_created = object.save
+  end
+
+  def build_resource
+    get_resource_ivar || set_resource_ivar(
+      Deal.leads.new((params[resource_instance_name] || {}).reverse_merge(
+        :user            => current_user,
+        :offer           => @offer,
+        :campaign        => tracking_campaign
+      ))
+    )
+  end
+
+  #
+  # this cookie is installed after successfully creating a lead and once installed,
+  # allows the cookied user to view the public offer page for the parent @offer
+  #
+  def install_offers_cookie 
+    if @lead_was_created
+      cookied_offer_array = Marshal.load(cookies['_e9_offers']) rescue []
+
+      cookied_offer_array |= [@offer.id]
+
+      cookies['_e9_offers'] = {
+        :value   => Marshal.dump(cookied_offer_array),
+        :expires => 1.year.from_now
+      }
+    end
+  end
+
+  def determine_layout
+    request.xhr? ? false : super
+  end
+
+  def find_current_page
+    @current_page ||= Offer.page || super
+  end
+end

data/app/controllers/e9_crm/new_content_subscription_offers_controller.rb

@@ -0,0 +1,3 @@
+class E9Crm::NewContentSubscriptionOffersController < E9Crm::OfferSubclassController
+  defaults :resource_class => NewContentSubscriptionOffer
+end

data/app/controllers/e9_crm/newsletter_subscription_offers_controller.rb

@@ -0,0 +1,3 @@
+class E9Crm::NewsletterSubscriptionOffersController < E9Crm::OfferSubclassController
+  defaults :resource_class => NewsletterSubscriptionOffer
+end

data/app/controllers/e9_crm/offer_subclass_controller.rb

@@ -0,0 +1,11 @@
+class E9Crm::OfferSubclassController < E9Crm::ResourcesController
+  protected
+
+    def add_index_breadcrumb
+      add_breadcrumb! Offer.model_name.collection.titleize, offers_path 
+    end
+
+    def determine_layout
+      request.xhr? ? false : super
+    end
+end

data/app/controllers/e9_crm/offers_controller.rb

@@ -1,4 +1,41 @@
 class E9Crm::OffersController < E9Crm::ResourcesController
   defaults :resource_class => Offer
   include E9Rails::Controllers::Orderable
+  self.should_paginate_index = false
+
+  # record attributes templates js
+  skip_before_filter :authenticate_user!, :filter_access_filter, :only => :show
+
+  before_filter :throw_forbidden_unless_offer_cookied, :only => :show
+
+  has_scope :of_type, :as => :type, :only => :index do |_, scope, value|
+    scope.of_type("#{value}_offer".classify)
+  end
+
+  def show
+    clear_breadcrumbs
+    @show_title = resource.name
+  end
+
+  protected
+
+  def throw_forbidden_unless_offer_cookied
+    cookied_offer_array = Marshal.load(cookies['_e9_offers']) rescue []
+
+    unless cookied_offer_array.member?(params[:id].to_i)
+      permission_denied and return false
+    end
+  end
+
+  def find_current_page
+    if params[:action] != 'show'
+      super
+    else
+      @current_page ||= Offer.page || super
+    end
+  end
+
+  def determine_layout
+    request.xhr? ? false : super
+  end
 end

data/app/controllers/e9_crm/resources_controller.rb

@@ -47,6 +47,14 @@ class E9Crm::ResourcesController < E9Crm::BaseController
     end
   end
 
+  def build_params
+    params[resource_instance_name] || {}
+  end
+
+  def build_resource
+    get_resource_ivar || set_resource_ivar(end_of_association_chain.send(method_for_build, build_params))
+  end
+
   def default_ordered_on
     'created_at'
   end

data/app/controllers/e9_crm/video_offers_controller.rb

@@ -0,0 +1,3 @@
+class E9Crm::VideoOffersController < E9Crm::OfferSubclassController
+  defaults :resource_class => VideoOffer
+end

data/app/helpers/e9_crm/deals_helper.rb

@@ -13,6 +13,38 @@ module E9Crm::DealsHelper
     select_tag 'contacts_ids', deal_contact_select_options
   end
 
+  def deal_status_select_options
+    @_deal_status_select_options ||= begin
+      options = Deal::Status::OPTIONS - %w(lead)
+      options.unshift ['All Statuses', nil]
+      options_for_select(options)
+    end
+  end
+
+  def deal_category_select_options
+    @_deal_category_select_options ||= begin
+      options = MenuOption.options_for('Deal Category')
+      options.unshift ['All Categories', nil]
+      options_for_select(options)
+    end
+  end
+
+  def deal_owner_select_options
+    @_deal_owner_select_options ||= begin
+      options = Contact.deal_owners.all.map {|c| [c.name, c.id] }
+      options.unshift ['Any Owner', nil]
+      options_for_select(options)
+    end
+  end
+
+  def deal_offer_select_options
+    @_deal_offer_select_options ||= begin
+      options = Offer.all.map {|c| [c.name, c.id] }
+      options.unshift ['Any/No Offer', nil]
+      options_for_select(options)
+    end
+  end
+
   def deal_date_select_options(ending_month = false)
     @_first_deal_date ||= Deal.order(:created_at).first.try(:created_at) || Date.today
 

data/app/helpers/e9_crm/leads_helper.rb

@@ -0,0 +1,63 @@
+module E9Crm::LeadsHelper
+  def custom_offer_form_fields(offer, form)
+    @offer.parsed_custom_form_data.each do |field|
+      field.symbolize_keys!
+
+      case field[:type]
+      when 'select'    then render_custom_offer_select(field, form)
+      when 'checkbox'  then render_custom_offer_checkbox(field, form)
+      when 'radio'     then render_custom_offer_radio(field, form)
+      when 'textfield' then render_custom_offer_textfield(field, form)
+      when 'textarea'  then render_custom_offer_textarea(field, form)
+      end
+    end
+  end
+
+  def render_custom_offer_select(field, form)
+    label_html  = field[:required] ? form.label(field[:name], nil, :class => :req) : form.label(field[:name])
+    select_html = form.select field[:name], options_for_select(field[:options])
+    safe_concat <<-HTML
+      <div class="field">
+        #{label_html}
+        #{select_html}
+      </div>
+    HTML
+  end
+
+  def render_custom_offer_checkbox(field, form)
+    label_html    = field[:required] ? form.label(field[:name], nil, :class => :req) : form.label(field[:name])
+    safe_concat <<-HTML
+      <div class="field checkbox">
+        #{label_html}
+      </div>
+    HTML
+  end
+
+  def render_custom_offer_textfield(field, form)
+    label_html = field[:required] ? form.label(field[:name], nil, :class => :req) : form.label(field[:name])
+
+    safe_concat <<-HTML
+      <div class="field">
+        #{label_html}
+      </div>
+    HTML
+  end
+
+  def render_custom_offer_textarea(field, form)
+    label_html = field[:required] ? form.label(field[:name], nil, :class => :req) : form.label(field[:name])
+
+    safe_concat <<-HTML
+      <div class="field">
+        #{label_html}
+      </div>
+    HTML
+  end
+
+  def render_custom_offer_radio(field, form)
+    safe_concat <<-HTML
+      <div class="field radio">
+
+      </div>
+    HTML
+  end
+end

data/app/helpers/e9_crm/offers_helper.rb

@@ -0,0 +1,16 @@
+module E9Crm::OffersHelper
+  def records_table_field_map_for_offer
+    {
+      :fields => { 
+        :name => nil,
+        :type => lambda {|r| r.class.model_name.human }
+      }
+    }
+  end
+
+  def offer_select_options(with_all_option = true)
+    options = %w(contact file_download new_content_subscription newsletter_subscription video).map {|t| [t.titleize, t] }
+    options.unshift(['All Types', nil]) if with_all_option
+    options_for_select(options)
+  end
+end

data/app/models/campaign.rb

@@ -35,6 +35,7 @@ class Campaign < ActiveRecord::Base
   scope :active,   lambda {|val=true| where(:active => val) }
   scope :inactive, lambda { active(false) }
   scope :of_group, lambda {|val| where(:campaign_group_id => val.to_param) }
+  scope :typed,    lambda { where(arel_table[:type].not_eq('NoCampaign')) }
 
   def new_visit_session_count
     page_views.new_visits.group(:session).count.keys.length

data/app/models/contact.rb

@@ -160,6 +160,8 @@ class Contact < ActiveRecord::Base
     end
   }
 
+  scope :deal_owners, lambda { scoped }
+
   def self.available_to_deal(deal) 
     return all unless deal.persisted?
 

data/app/models/contact_offer.rb

@@ -0,0 +1,2 @@
+class ContactOffer < Offer
+end

data/app/models/deal.rb

@@ -4,25 +4,54 @@
 class Deal < ActiveRecord::Base
   include E9Rails::ActiveRecord::Initialization
   include E9Rails::ActiveRecord::Scopes::Times
+  include E9Rails::ActiveRecord::InheritableOptions
+
+  self.options_column = false
 
   belongs_to :campaign, :inverse_of => :deals
-  belongs_to :tracking_cookie, :inverse_of => :deals
   belongs_to :offer, :inverse_of => :deals
+  belongs_to :user
 
   belongs_to :owner, :class_name => 'Contact', :foreign_key => :contact_id
   has_and_belongs_to_many :contacts
 
   money_columns :value
 
-  validates :name,  :presence => true
-  validates :value, :numericality => true
+  validates :value,      :numericality => true
+
+  # non-lead validations (deals in the admin)
+  # require a deal name
+  validates :name,       :presence => { :unless => lambda {|r| r.lead? } }
+
+  # lead only validations
+  # require lead_name and lead_email; gotten from current_user if it exists
+  validates :lead_name,  :presence => { :if => lambda {|r| r.lead? } }
+  validates :lead_email, :presence => { :if => lambda {|r| r.lead? } },
+                         :email    => { :if => lambda {|r| r.lead? }, :allow_blank => true }
+
+  # If a lead with a user, get the lead_name and lead_email from the user before validation
+  before_validation :get_name_and_email_from_user, :only => :create
+  before_validation :update_to_pending_status, :only => :update
+
+  # copy temp options over into custom_info column
+  before_create :transform_options_column
 
+  # denormalize campaign code and offer name columns
+  before_save :ensure_denormalized_columns
+
+  # If a lead with no user, find the user by email or create it, then if mailing_lists
+  # were passed, assign the user those mailing lists
+  after_create :find_or_create_user, :assign_user_mailing_lists
+
+  # money column definitions for pseudo attributes (added on the reports scope)
   %w(total_value average_value total_cost average_cost).each do |money_column|
     class_eval("def #{money_column}; (r = read_attribute(:#{money_column})) && Money.new(r) end")
   end
 
   delegate :name, :to => :owner, :prefix => true, :allow_nil => true
 
+  attr_accessor :mailing_list_ids
+
   scope :reports, lambda {
     select_sql = <<-SELECT.gsub(/\s+/, ' ')
       campaigns.id                            campaign_id,
@@ -122,13 +151,34 @@ class Deal < ActiveRecord::Base
     column_op(:eq, column, value, reverse)
   }
 
-  scope :leads,   lambda {|reverse=true| column_eq(:status, Status::Lead, !reverse) }
-  scope :pending, lambda {|reverse=true| column_eq(:status, Status::Pending, !reverse) }
-  scope :won,     lambda {|reverse=true| column_eq(:status, Status::Won, !reverse) }
-  scope :lost,    lambda {|reverse=true| column_eq(:status, Status::Lost, !reverse) }
+  scope :leads,    lambda {|reverse=true| column_eq(:status, Status::Lead, !reverse) }
+  scope :pending,  lambda {|reverse=true| column_eq(:status, Status::Pending, !reverse) }
+  scope :won,      lambda {|reverse=true| column_eq(:status, Status::Won, !reverse) }
+  scope :lost,     lambda {|reverse=true| column_eq(:status, Status::Lost, !reverse) }
+
+  scope :category, lambda {|category| where(:category => category) }
+  scope :offer,    lambda {|offer|    where(:offer_id => offer.to_param) }
+  scope :owner,    lambda {|owner|    where(:contact_id => owner.to_param) }
+  scope :status,   lambda {|status|   where(:status => status) }
+
+  def custom_info
+    read_attribute(:options)
+  end
+
+  def custom_info=(v)
+    write_attribute(:options, v)
+  end
 
   protected
 
+    def write_options(obj={})
+      @custom_options = obj.to_hash
+    end
+
+    def read_options
+      @custom_options ||= {}
+    end
+
     def method_missing(method_name, *args)
       if method_name =~ /(.*)\?$/ && Status::OPTIONS.member?($1)
         self.status == $1
@@ -148,7 +198,7 @@ class Deal < ActiveRecord::Base
     end
 
     def _do_close
-      self.closed_at = nil
+      self.closed_at = Time.now.utc
       notify_observers :before_close
     end
   
@@ -158,6 +208,58 @@ class Deal < ActiveRecord::Base
       self.status ||= Status::Pending
     end
 
+    def transform_options_column
+      # NOTE this column can't be passed, it is only generated from
+      # the custom options pseudo column
+      self.custom_info = begin
+        options.to_hash.map do |k, v|
+          "%s:\n%s\n\n" % [k.to_s.titleize, v]
+        end.join
+      end
+    end
+
+    def ensure_denormalized_columns
+      self.campaign_code ||= campaign.code if campaign.present?
+      self.offer_name    ||= offer.name    if offer.present?
+    end
+
+    def get_name_and_email_from_user
+      if lead? && user.present?
+        self.lead_email = user.email
+        self.lead_name  = user.first_name
+      end
+    end
+
+    def find_or_create_user
+      if lead? && user.blank? && lead_email
+        u = User.find_by_email(lead_email) || create_prospect
+        update_attribute(:user_id, u.id)
+
+        u.create_contact_if_missing!
+        self.contacts << u.contact
+      end
+    end
+
+    def assign_user_mailing_lists
+      if @mailing_list_ids
+        user.mailing_list_ids |= @mailing_list_ids
+      end
+    end
+
+    def update_to_pending_status
+      if self.status == Status::Lead
+        self.status = Status::Pending
+      end
+    end
+
+    def create_prospect
+      create_user(
+        :email      => lead_email,
+        :first_name => lead_name,
+        :status     => User::Status::Prospect
+      ) 
+    end
+
   module Status
     OPTIONS  = %w(lead pending won lost)
     Lead    = OPTIONS[0]

data/app/models/file_download_offer.rb

@@ -0,0 +1,2 @@
+class FileDownloadOffer < Offer
+end

data/app/models/new_content_subscription_offer.rb

@@ -0,0 +1,5 @@
+class NewContentSubscriptionOffer < SubscriptionOffer
+  def self.mailing_lists
+    [::MailingList.new_content_alerts]
+  end
+end

data/app/models/newsletter_subscription_offer.rb

@@ -0,0 +1,5 @@
+class NewsletterSubscriptionOffer < SubscriptionOffer
+  def self.mailing_lists
+    [::MailingList.newsletter]
+  end
+end

data/app/models/no_campaign.rb

@@ -1,5 +1,9 @@
 class NoCampaign < Campaign
+  #before_create do |record|
+    #record.code ||= 'nocode'
+  #end
+
   def name
-    self.class.human_attribute_name(:name)
+    self.class.model_name.human
   end
 end