erp_app 3.0.0 → 3.0.1

data/public/javascripts/erp_app/organizer/applications/crm/base.js

@@ -10,22 +10,7 @@ Ext.define("Compass.ErpApp.Organizer.Applications.Crm.Layout",{
   },
 
   constructor : function(config) {
-    this.southPanel = new Ext.Panel({
-      layout:'fit',
-      region:'south',
-      height:300,
-      collapsible:true,
-      collapsed:true,
-      border:false,
-      items:[config['southComponent']]
-    });
-
-    var centerPanel = new Ext.Panel({
-      layout:'fit',
-      region:'center',
-      autoScroll:true,
-      items:[config['centerComponent']]
-    });
+    
     this.widget_xtypes = config.widget_xtypes;
 
     config = Ext.apply({
@@ -33,80 +18,199 @@ Ext.define("Compass.ErpApp.Organizer.Applications.Crm.Layout",{
       frame: false,
       autoScroll:true,
       region:'center',
+      items:[]
+
+    }, config);
+
+    this.callParent([config]);
+  }
+});
+
+Ext.define("Compass.ErpApp.Organizer.Applications.Crm.PartyPanel",{
+  extend:"Ext.panel.Panel",
+  alias:'widget.crmpartypanel',
+  //private member partyId
+  partyId:null,
+
+  constructor : function(config) {
+    this.partyId = config.partyId;
+    var self = this;
+    var currentPartyGrid = config.currentPartyGrid;
+    var currentPartyPanel = config.currentPartyPanel;
+
+    var toolBar = Ext.create("Ext.toolbar.Toolbar",{
+        items:[
+        {
+            text: 'Edit',
+            xtype:'button',
+            iconCls: 'icon-edit',
+            handler: function(button) {
+              var rec = currentPartyGrid.store.getById(self.partyId);
+              currentPartyGrid.fireEvent('editpartybtnclick', this, rec);
+            }
+        },
+        '|',
+        {
+            text: 'Delete',
+            xtype:'button',
+            iconCls: 'icon-delete',
+            handler: function(button) {
+                var rec = currentPartyGrid.store.getById(self.partyId);
+                if (!rec) {
+                    return false;
+                }
+                var messageBox = Ext.MessageBox.confirm(
+                  'Confirm', 'Are you sure?',
+                  function(btn){
+                    if (btn == 'yes'){
+                      currentPartyGrid.store.remove(rec);
+                      Ext.getCmp('party_id_' + self.partyId).close();
+                    }
+                  }
+                );                            
+            }
+        }
+        ]
+    });
+
+    config = Ext.apply({
+      title: config.tabtitle,
+      xtype:'panel',
+      layout:'border',
+      partyType: config.party_type,
+      id : 'party_id_' + config.partyId,
+      tbar: toolBar,
+      closable: true,
+      split: true,
       items:[
-      centerPanel,
-      this.southPanel
+        {
+          id: 'party_details_'+ config.partyId,
+          region: 'center',
+          xtype: 'panel',
+          html: ''
+        },
+        {
+          height: 300,
+          collapsible: true,
+          region: 'south',
+          xtype:'tabpanel',
+          id: 'panelSouthItems_' + config.partyId,
+          items: config.panelSouthItems
+        }
       ]
 
     }, config);
 
     this.callParent([config]);
-  },
+  }
+});
 
+Compass.ErpApp.Organizer.Applications.Crm.Base = function(config){
   /**
-     * set the private member partyId
-     * @param {Integer} partyId id to set member partyId to
-     */
-  setPartyId : function(partyId){
-    this.partyId = partyId;
-  },
+    * load details of party
+    */
+  loadPartyDetails = function(partyId){
+    widget_xtypes = individualsPanel.widget_xtypes;
 
-  /**
-     * load details of party
-     */
-  loadPartyDetails : function(){
-    if(this.partyId == null){
+    if(partyId == null){
       Ext.Msg.alert('Error', 'Member partyId not set');
     }
     else{
-      var tabPanel = this.query('tabpanel')[0];
-
-      for (i=0; i < this.widget_xtypes.length; i++) {
-        var widget = tabPanel.query(this.widget_xtypes[i]);
+      var tabPanel = Ext.getCmp('panelSouthItems_'+partyId);
+      updatePartyDetails(partyId);
+  
+      for (i=0; i < widget_xtypes.length; i += 1) {
+        var widget = tabPanel.query(widget_xtypes[i]);
         if(widget.length > 0) {
           widget[0].setParams({
-            partyId: this.partyId
+            partyId: partyId
           });
           widget[0].store.load();
         }
       }
 
-      this.query('tabpanel')[0].setActiveTab(0);
+      Ext.getCmp('panelSouthItems_'+partyId).setActiveTab(0);
     }
-  }
+  };
 
-});
+  updatePartyDetails = function(partyId){
+    Ext.Ajax.request({
+      url : '/erp_app/organizer/crm/get_party_details/'+partyId,
+      disableCaching : false,
+      method : 'GET',
+      success : function(response){
+        Ext.getCmp('party_details_' + partyId).update(response.responseText);
+      }
+    });
+  };
 
-Compass.ErpApp.Organizer.Applications.Crm.Base = function(config){
+  openPartyTab = function(partyId, party, party_type){
+    if (!party_type){ party_type = 'Individual'; }
+    if (party_type == 'Individual'){
+      currentPartyPanel = Ext.getCmp('IndividualsCenterPanel');
+      currentPartyGrid = Ext.getCmp('individualSearchGrid');
+    }else{
+      currentPartyPanel = Ext.getCmp('OrganizationsCenterPanel');      
+      currentPartyGrid = Ext.getCmp('organizationSearchGrid');
+    }
+
+    var panelSouthItems = [];
+
+    var xtypes = currentUser.validWidgets('crm',
+    {
+      partygrid : true,
+      shared_notes_grid:true
+    });
+
+    if (party_type == 'Individual'){
+      for (i = 0; i < xtypes.length; i += 1) {
+        panelSouthItems.push({
+          xtype: xtypes[i]
+        });
+      }
+
+      var current_passport_expire_date = party.get('current_passport_expire_date');
+      if (!Compass.ErpApp.Utility.isBlank(current_passport_expire_date)){
+        current_passport_expire_date = Ext.Date.format(current_passport_expire_date, 'm/d/Y');
+      }
+
+      tabtitle = party.get('current_first_name') + ' ' + party.get('current_last_name');
+    }
+    else{
+      for (i = 0; i < xtypes.length; i += 1) {
+        panelSouthItems.push({
+          xtype: xtypes[i]
+        });
+      }
+      
+      tabtitle = party.get('description');
+    }
+
+    var partyPanel = Ext.create("Compass.ErpApp.Organizer.Applications.Crm.PartyPanel",{
+      party_type: party_type,
+      panelSouthItems: panelSouthItems,
+      tabtitle: tabtitle,
+      party_details: '',
+      partyId: partyId,
+      currentPartyPanel: currentPartyPanel,
+      currentPartyGrid: currentPartyGrid
+    });
+
+    if (party_type == 'Individual'){
+      currentPartyPanel.add(partyPanel);
+      currentPartyPanel.setActiveTab('party_id_' + partyId);
+    }
     
-  var addIndividualWindow = Ext.create("Ext.window.Window",{
-    layout:'fit',
-    width:375,
-    title:'New Individual',
-    height:500,
-    buttonAlign:'center',
-    items: new Ext.FormPanel({
-      labelWidth: 110,
-      frame:false,
-      bodyStyle:'padding:5px 5px 0',
-      width: 425,
-      url:'/erp_app/organizer/crm/create_party',
-      defaults: {
-        width: 225
-      },
-      items: [
-      {
+    loadPartyDetails(partyId);
+  };
+  
+  var individualFormFields = [
+  {
         xtype:'textfield',
         fieldLabel:'Enterprise Identifier',
         allowBlank:true,
         name:'enterprise_identifier'
       },
-      {
-        xtype:'textfield',
-        fieldLabel:'Suffix',
-        allowBlank:true,
-        name:'current_suffix'
-      },
       {
         xtype:'textfield',
         fieldLabel:'Title',
@@ -131,6 +235,12 @@ Compass.ErpApp.Organizer.Applications.Crm.Base = function(config){
         allowBlank:false,
         name:'current_last_name'
       },
+      {
+        xtype:'textfield',
+        fieldLabel:'Suffix',
+        allowBlank:true,
+        name:'current_suffix'
+      },
       {
         xtype:'textfield',
         fieldLabel:'Nickname',
@@ -156,9 +266,16 @@ Compass.ErpApp.Organizer.Applications.Crm.Base = function(config){
         name:'birth_date'
       },
       {
-        xtype:'textfield',
-        fieldLabel:'Gender',
-        allowBlank:false,
+        xtype:'combobox',
+        fieldLabel: 'Gender',
+        store: Ext.create('Ext.data.Store', {
+          fields: ['v', 'k'],
+          data : [
+            {"v":"m", "k":"Male"},
+            {"v":"f", "k":"Female"}]
+        }),
+        displayField: 'k',
+        valueField: 'v',
         name:'gender'
       },
       {
@@ -179,7 +296,35 @@ Compass.ErpApp.Organizer.Applications.Crm.Base = function(config){
         allowBlank:true,
         name:'social_security_number'
       }
-      ]
+  ];
+
+  var editIndividualFormFields = [
+        {
+          xtype:'hiddenfield',
+          name:'id'
+        },
+        {
+          xtype:'hiddenfield',
+          name:'business_party_id'
+        }
+      ];
+
+  var addIndividualWindow = Ext.create("Ext.window.Window",{
+    layout:'fit',
+    width:375,
+    title:'New Individual',
+    height:500,
+    buttonAlign:'center',
+    items: new Ext.FormPanel({
+      labelWidth: 110,
+      frame:false,
+      bodyStyle:'padding:5px 5px 0',
+      width: 425,
+      url:'/erp_app/organizer/crm/create_party',
+      defaults: {
+        width: 225
+      },
+      items: [ individualFormFields ]
     }),
     buttons: [{
       text:'Submit',
@@ -223,22 +368,67 @@ Compass.ErpApp.Organizer.Applications.Crm.Base = function(config){
     }]
   });
 
-  var addOrganizationWindow = Ext.create("Ext.window.Window",{
+  var editIndividualWindow = Ext.create("Ext.window.Window",{
     layout:'fit',
     width:375,
-    title:'New Organization',
-    height:160,
+    title:'Edit Individual',
+    height:500,
     buttonAlign:'center',
     items: new Ext.FormPanel({
+      id: 'editIndividualFormPanel',
       labelWidth: 110,
       frame:false,
       bodyStyle:'padding:5px 5px 0',
       width: 425,
-      url:'/erp_app/organizer/crm/create_party',
+      url:'/erp_app/organizer/crm/update_party',
       defaults: {
         width: 225
       },
-      items: [
+      items: [ individualFormFields.concat(editIndividualFormFields) ]
+    }),
+    buttons: [{
+      text:'Submit',
+      listeners:{
+        'click':function(button){
+          partyId = Ext.getCmp('editIndividualFormPanel').getForm().findField('id').getValue();
+
+          var window = button.findParentByType('window');
+          var formPanel = window.query('form')[0];
+          formPanel.getForm().submit({
+            reset:true,
+            params:{
+              party_type:'Individual'
+            },
+            waitMsg:'Updating Individual',
+            success:function(form, action){
+              var response =  Ext.decode(action.response.responseText);
+              Ext.Msg.alert("Status", response.message);
+              if(response.success){
+                updatePartyDetails(partyId);
+                editIndividualWindow.hide();
+                Ext.getCmp('individualSearchGrid').store.load();
+              }
+            },
+            failure:function(form, action){
+              var message = 'Error updating individual';
+              if(action.response != null){
+                var response =  Ext.decode(action.response.responseText);
+                message = response.message;
+              }
+              Ext.Msg.alert("Status", message);
+            }
+          });
+        }
+      }
+    },{
+      text: 'Close',
+      handler: function(){
+        editIndividualWindow.hide();
+      }
+    }]
+  });
+
+  var organizationFormFields = [
       {
         xtype:'textfield',
         fieldLabel:'Enterprise Identifier',
@@ -257,7 +447,35 @@ Compass.ErpApp.Organizer.Applications.Crm.Base = function(config){
         allowBlank:true,
         name:'description'
       }
-      ]
+  ];
+
+  var editOrganizationFormFields = [
+        {
+          xtype:'hiddenfield',
+          name:'id'
+        },
+        {
+          xtype:'hiddenfield',
+          name:'business_party_id'
+        }
+      ];
+
+  var addOrganizationWindow = Ext.create("Ext.window.Window",{
+    layout:'fit',
+    width:375,
+    title:'New Organization',
+    height:160,
+    buttonAlign:'center',
+    items: new Ext.FormPanel({
+      labelWidth: 110,
+      frame:false,
+      bodyStyle:'padding:5px 5px 0',
+      width: 425,
+      url:'/erp_app/organizer/crm/create_party',
+      defaults: {
+        width: 225
+      },
+      items: [ organizationFormFields ]
     }),
     buttons: [{
       text:'Submit',
@@ -301,6 +519,69 @@ Compass.ErpApp.Organizer.Applications.Crm.Base = function(config){
     }]
   });
 
+  var editOrganizationWindow = Ext.create("Ext.window.Window",{
+    layout:'fit',
+    width:375,
+    title:'Edit Organization',
+    height:160,
+    buttonAlign:'center',
+    items: new Ext.FormPanel({
+      id: 'editOrganizationFormPanel',
+      labelWidth: 110,
+      frame:false,
+      bodyStyle:'padding:5px 5px 0',
+      width: 425,
+      url:'/erp_app/organizer/crm/update_party',
+      defaults: {
+        width: 225
+      },
+      items: [ organizationFormFields.concat(editOrganizationFormFields) ]
+    }),
+    buttons: [{
+      text:'Submit',
+      listeners:{
+        'click':function(button){
+          partyId = Ext.getCmp('editOrganizationFormPanel').getForm().findField('id').getValue();
+
+          var window = button.findParentByType('window');
+          var formPanel = window.query('form')[0];
+          formPanel.getForm().submit({
+            reset:true,
+            waitMsg:'Updating Organization',
+            params:{
+              party_type:'Organization'
+            },
+            success:function(form, action){
+              var response =  Ext.decode(action.response.responseText);
+              Ext.Msg.alert("Status", response.message);
+              if(response.success){
+                updatePartyDetails(partyId);
+                var organizationName = response.organizationName;
+                editOrganizationWindow.hide();
+                var organizationSearchGrid = Ext.ComponentMgr.get('organizationSearchGrid');
+                organizationSearchGrid.store.proxy.extraParams.party_name = organizationName;
+                organizationSearchGrid.store.load();
+              }
+            },
+            failure:function(form, action){
+              var message = "Error adding organization";
+              if(action.response != null){
+                var response =  Ext.decode(action.response.responseText);
+                message = response.message;
+              }
+              Ext.Msg.alert("Status", message);
+            }
+          });
+        }
+      }
+    },{
+      text: 'Close',
+      handler: function(){
+        editOrganizationWindow.hide();
+      }
+    }]
+  });
+
   var treeMenuStore = Ext.create('Compass.ErpApp.Organizer.DefaultMenuTreeStore', {
     url:'/erp_app/organizer/crm/menu',
     rootText:'Customers',
@@ -361,89 +642,106 @@ Compass.ErpApp.Organizer.Applications.Crm.Base = function(config){
 
   var individualsGrid = {
     id:'individualSearchGrid',
+    title: 'Search',
     xtype:'partygrid',
     partyType:'Individual',
     listeners:{
       'addpartybtnclick':function(btn, grid){
         addIndividualWindow.show();
       },
-      'itemclick':function(view, record, item, index, e, options){
-        var id = record.get("id");
-        var contactsLayoutPanel = view.findParentByType('contactslayout');
-        contactsLayoutPanel.expandContacts();
-        contactsLayoutPanel.setPartyId(id);
-        contactsLayoutPanel.loadPartyDetails();
+      'editpartybtnclick':function(btn, rec){
+        //rec = grid.getSelectionModel().getSelection()[0];
+        if (rec){
+          Ext.getCmp('editIndividualFormPanel').getForm().loadRecord(rec);        
+          editIndividualWindow.show();
+        }
+        else{
+          Ext.Msg.alert('Please select a record to edit.');  
+        }
+      },      
+      'itemdblclick':function(view, record, item, index, e, options){
+        var partyId = record.get("id");
+        var partyTab = Ext.getCmp('party_id_' + partyId);
+        if (partyTab){
+          Ext.getCmp('IndividualsCenterPanel').setActiveTab('party_id_' + partyId);
+        }
+        else{
+          openPartyTab(partyId, record, 'Individual');        
+        }
       }
     }
   };
 
   var organizationsGrid = {
     id:'organizationSearchGrid',
+    title: 'Search',
     xtype:'partygrid',
     partyType:'Organization',
     listeners:{
       'addpartybtnclick':function(btn, grid){
         addOrganizationWindow.show();
       },
-      'itemclick':function(view, record, item, index, e, options){
-        var id = record.get("id");
-        var contactsLayoutPanel = view.findParentByType('contactslayout');
-        contactsLayoutPanel.expandContacts();
-        contactsLayoutPanel.setPartyId(id);
-        contactsLayoutPanel.loadPartyDetails();
+      'editpartybtnclick':function(btn, rec){
+        //rec = grid.getSelectionModel().getSelection()[0];
+        if (rec){
+          Ext.getCmp('editOrganizationFormPanel').getForm().loadRecord(rec);        
+          editOrganizationWindow.show();
+        }
+        else{
+          Ext.Msg.alert('Please select a record to edit.');  
+        }
+      },   
+      'itemdblclick':function(view, record, item, index, e, options){
+        var partyId = record.get("id");
+        var partyTab = Ext.getCmp('party_id_' + partyId);
+        if (partyTab){
+          Ext.getCmp('OrganizationsCenterPanel').setActiveTab('party_id_' + partyId);
+        }
+        else{
+          openPartyTab(partyId, record, 'Organization');        
+        }
       }
     }
   };
 
-  var individualsPanelSouthItems = [];
-
   var xtypes = currentUser.validWidgets('crm',
-  {
-    partygrid : true,
-    shared_notes_grid:true
-  });
-
-  for (var i = 0; i < xtypes.length; i++) {
-    individualsPanelSouthItems.push({
-      xtype: xtypes[i]
+    {
+      partygrid : true,
+      shared_notes_grid:true
     });
-  }
 
   var individualsPanel = {
     xtype:'contactslayout',
     id:'individuals_search_grid',
+    title: 'Individuals',
     widget_xtypes: xtypes,
-    southComponent:{
-      xtype:'tabpanel',
-      id:'individualsTabPanel',
-      items:individualsPanelSouthItems
-    },
-    centerComponent:individualsGrid
+    items:[{
+      xtype: 'tabpanel',
+      layout:'fit',
+      region:'center',
+      id: 'IndividualsCenterPanel',
+      autoScroll:true,
+      items:[individualsGrid]
+    }]
   };
 
-  var organizationsPanelSouthItems = [];
-
-  for (i = 0; i < xtypes.length; i++) {
-    organizationsPanelSouthItems.push({
-      xtype: xtypes[i]
-    });
-  }
-
-
   var organizationsPanel = {
     xtype:'contactslayout',
     id:'organizations_search_grid',
+    title: 'Organizations',
     widget_xtypes: xtypes,
-    southComponent:{
-      xtype:'tabpanel',
-      id:'organizationTabPanel',
-      items:organizationsPanelSouthItems
-    },
-    centerComponent:organizationsGrid
+    items:[{
+      xtype: 'tabpanel',
+      layout:'fit',
+      region:'center',
+      id: 'OrganizationsCenterPanel',
+      autoScroll:true,
+      items:[organizationsGrid]
+    }]
   };
 
   this.setup = function(){
-    config['organizerLayout'].addApplication(menuTreePanel, [individualsPanel, organizationsPanel]);
+    config.organizerLayout.addApplication(menuTreePanel, [individualsPanel, organizationsPanel]);
   };
     
 };

data/public/javascripts/erp_app/organizer/applications/crm/contact_mechanism_grid.js

@@ -185,7 +185,14 @@ Ext.define("Compass.ErpApp.Organizer.Applications.Crm.ContactMechanismGrid",{
             var grid = button.findParentByType('contactmechanismgrid');
             var selection = grid.getView().getSelectionModel().getSelection()[0];
             if (selection) {
-              grid.store.remove(selection);
+              var messageBox = Ext.MessageBox.confirm(
+                'Confirm', 'Are you sure?',
+                function(btn){
+                  if (btn == 'yes'){
+                    grid.store.remove(selection);
+                  }
+                }
+              );   
             }
           }
         }]