erp_app 4.0.0 → 4.2.0

data/app/assets/javascripts/erp_app/shared/crm/PartyGrid.js

@@ -0,0 +1,595 @@
+Ext.define("Compass.ErpApp.Shared.Crm.PartyGrid", {
+    extend: "Ext.grid.Panel",
+    alias: 'widget.crmpartygrid',
+    frame: false,
+    autoScroll: true,
+    loadMask: true,
+
+    /**
+     * @cfg {String} partyRole
+     * PartyRole to load for Grid Example (Customer, Prospect).
+     */
+    partyRole: 'customer',
+
+    /**
+     * @cfg {String[]} securityRoles
+     * Array of SecurityRoles to add to users during creation.
+     */
+    securityRoles: [],
+
+    /**
+     * @cfg {String} toRole
+     * To RoleType these parties should be related to.
+     */
+    toRole: null,
+
+    /**
+     * @cfg {Integer} toPartyId
+     * To parties id to get related parties from.
+     */
+    toPartyId: null,
+
+    /**
+     * @cfg {string} relationshipTypeToCreate
+     * Relationship type to create parties with.
+     */
+    relationshipTypeToCreate: null,
+
+    /**
+     * @cfg {String} addBtnIconCls
+     * Icon css class for add button.
+     */
+    addBtnIconCls: 'icon-add',
+
+    /**
+     * @cfg {String} title
+     * title of panel.
+     */
+    title: 'Customers',
+
+    /**
+     * @cfg {String} addBtnDescription
+     * Description for add party button.
+     */
+    addBtnDescription: 'Add Customer',
+
+    /**
+     * @cfg {String} searchDescription
+     * Placeholder description for party search box.
+     */
+    searchDescription: 'Find Customer',
+
+    /**
+     * @cfg {String} allowedPartyType
+     * Party type that can be created {Both | Individual | Organization}.
+     */
+    allowedPartyType: 'Both',
+
+    /**
+     * @cfg {String | Array} formFields
+     * Optional Fields to show in edit and create forms, if set to 'All' all fields will be shown.
+     * if set to 'None' no fields are shown.
+     * If an array is passed only field names within array are shown
+     * field names are:
+     * - organizationTaxId
+     * - individualTitle
+     * - individualMiddleName
+     * - individualSuffix
+     * - individualNickname
+     * - individualPassportNumber
+     * - individualPassportExpirationDate
+     * - individualDateOfBirth
+     * - individualTotalYrsWorkExp
+     * - individualMaritalStatus
+     * - individualSocialSecurityNumber
+     */
+    formFields: 'None',
+
+    /**
+     * @cfg {Boolean} skipUserActivationEmail
+     * true to skip activation email for user and allow user manually active users.
+     */
+    skipUserActivationEmail: true,
+
+    /**
+     * @cfg {String} partyMgtTitle
+     * Title of parties.
+     */
+    partyMgtTitle: 'Customer',
+
+    /**
+     * @cfg {Array | Object} partyRelationships
+     * Party Relationships to include in the details of this party, is an config object with the following options
+     *
+     * @param {String} title
+     * title of tab
+     *
+     * @param {String} relationshipType
+     * relationship type internal_identifier
+     *
+     * @param {String} relationshipDirection {from | to}
+     * if we are getting the to or from side of relationships
+     *
+     * @param {String} toRoleType
+     * RoleType internal_identifier for to side
+     *
+     * @param {String} fromRoleType
+     * RoleType internal_identifier for from side
+     *
+     * @param {Boolean} canAddParty
+     * True to allow party creation.
+     *
+     * @param {Boolean} canEditParty
+     * True to allow party to be edited.
+     *
+     * @param {Boolean} canDeleteParty
+     * True to allow party to be deleted.
+     *
+     * @example
+     * {
+            title: 'Employees',
+            relationshipType: 'employee_customer',
+            toRoleType: 'customer',
+            fromRoleType: 'employee',
+            canAddParty: true,
+            canEditParty: true,
+            canDeleteParty: true
+        }
+     */
+    partyRelationships: [],
+
+    /**
+     * @cfg {Boolean} canAddParty
+     * True to allow party creation.
+     */
+    canAddParty: true,
+
+    /**
+     * @cfg {Boolean} canEditParty
+     * True to allow party to be edited.
+     */
+    canEditParty: true,
+
+    /**
+     * @cfg {Boolean} canDeleteParty
+     * True to allow party to be deleted.
+     */
+    canDeleteParty: true,
+
+    /**
+     * @cfg {Array} additionalTabs
+     * Array of additional tab panels to add.
+     */
+    additionalTabs: [],
+
+    /**
+     * @cfg {Array} partyIds
+     * Array of partyIds to load
+     */
+    partyIds: null,
+
+    /**
+     * @cfg {boolean} showSearch
+     * false to hide search box
+     */
+    showSearch: true,
+
+    /**
+     * @cfg {Array} contactPurposes
+     * Array of contactPurposes that can be added to a contact.
+     *
+     * @example
+     * {
+     *   fieldLabel: 'Default',
+     *   internalIdentifier: 'default'
+     * }
+     */
+    contactPurposes: [
+        {
+            fieldLabel: 'Default',
+            internalIdentifier: 'default'
+        }
+    ],
+
+    /**
+     * @cfg {String} contactPurposesTitle
+     * Title of contact purposes fieldset.
+     */
+    contactPurposesTitle: 'Contact Purpose',
+
+    constructor: function (config) {
+        var listeners = {
+            activate: function () {
+                this.store.load();
+            },
+            itemdblclick: function (grid, record, item, index) {
+                grid.ownerCt.showDetails(index);
+            }
+        };
+
+        config['listeners'] = Ext.apply(listeners, config['listeners']);
+
+        this.callParent([config]);
+    },
+
+    initComponent: function () {
+        var me = this;
+
+        me.addEvents(
+            /*
+             * @event partycreated
+             * Fires when a party is created
+             * @param {Compass.ErpApp.Shared.Crm.PartyGrid} this
+             * @param {Int} newPartyId
+             */
+            'partycreated',
+            /*
+             * @event partyupdated
+             * Fires when a party is updated
+             * @param {Compass.ErpApp.Shared.Crm.PartyGrid} this
+             * @param {Int} updatedPartyId
+             */
+            'partyupdated',
+            /*
+             * @event usercreated
+             * Fires when a user is updated
+             * @param {Compass.ErpApp.Shared.Crm.PartyGrid} this
+             * @param {Int} createdUserId
+             */
+            'usercreated',
+            /*
+             * @event userupdated
+             * Fires when a party is updated
+             * @param {Compass.ErpApp.Shared.Crm.PartyGrid} this
+             * @param {Int} updatedUserId
+             */
+            'userupdated',
+            /*
+             * @event contactcreated
+             * Fires when a contact is created
+             * @param {Compass.ErpApp.Shared.Crm.PartyGrid} this
+             * @param {String} ContactType {PhoneNumber, PostalAddress, EmailAddress}
+             * @param {Record} record
+             * @param {int} partyId
+             */
+            'contactcreated',
+            /*
+             * @event contactupdated
+             * Fires when a contact is updated
+             * @param {Compass.ErpApp.Shared.Crm.PartyGrid} this
+             * @param {String} ContactType {PhoneNumber, PostalAddress, EmailAddress}
+             * @param {Record} record
+             * @param {int} partyId
+             */
+            'contactupdated',
+            /*
+             * @event contactdestroyed
+             * Fires when a contact is destroyed
+             * @param {Compass.ErpApp.Shared.Crm.PartyGrid} this
+             * @param {String} ContactType {PhoneNumber, PostalAddress, EmailAddress}
+             * @param {Record} record
+             * @param {int} partyId
+             */
+            'contactdestroyed'
+        );
+
+        // setup toolbar
+        var toolBarItems = [];
+
+        // attempt to add Add party button
+        if (me.canAddParty) {
+            toolBarItems.push({
+                text: me.addBtnDescription,
+                xtype: 'button',
+                iconCls: me.addBtnIconCls,
+                handler: function (button) {
+                    // open tab with create user form.
+                    var tabPanel = button.up('crmpartygrid').up('applicationcontainer');
+
+                    var crmPartyFormPanel = Ext.create("widget.crmpartyformpanel", {
+                        title: me.addBtnDescription,
+                        toPartyId: me.toPartyId,
+                        partyRole: me.partyRole,
+                        securityRoles: me.securityRoles,
+                        formFields: me.formFields,
+                        toRole: me.toRole,
+                        skipUserActivationEmail: me.skipUserActivationEmail,
+                        relationshipTypeToCreate: me.relationshipTypeToCreate,
+                        closable: true,
+                        allowedPartyType: me.allowedPartyType,
+                        listeners: {
+                            partycreated: function (comp, partyId) {
+                                me.fireEvent('partycreated', me, partyId);
+                            },
+                            usercreated: function (comp, userId) {
+                                me.fireEvent('usercreated', me, userId);
+                            }
+                        }
+                    });
+
+                    tabPanel.add(crmPartyFormPanel);
+                    tabPanel.setActiveTab(crmPartyFormPanel);
+                }
+            }, '|');
+        }
+
+        if (me.showSearch) {
+            toolBarItems.push('Search',
+                {
+                    xtype: 'textfield',
+                    emptyText: me.searchDescription,
+                    width: 200,
+                    listeners: {
+                        specialkey: function (field, e) {
+                            if (e.getKey() == e.ENTER) {
+                                var button = field.up('toolbar').down('button');
+                                button.fireEvent('click', button);
+                            }
+                        }
+                    }
+                },
+                {
+                    xtype: 'button',
+                    itemId: 'searchbutton',
+                    icon: '/assets/erp_app/organizer/applications/crm/toolbar_find.png',
+                    listeners: {
+                        click: function (button, e, eOpts) {
+                            var grid = button.up('crmpartygrid'),
+                                value = grid.down('toolbar').down('textfield').getValue();
+
+                            grid.store.load({
+                                params: {
+                                    query_filter: value,
+                                    start: 0,
+                                    limit: 25
+                                }
+                            });
+                        }
+                    }
+                });
+        }
+
+        var store = Ext.create('Ext.data.Store', {
+            fields: [
+                'id',
+                'description',
+                {name: 'createdAt', mapping: 'created_at', type: 'date'},
+                {name: 'updatedAt', mapping: 'updated_at', type: 'date'},
+                'model',
+                {name: 'userId', mapping: 'user_id', type: 'int'}
+            ],
+            proxy: {
+                type: 'ajax',
+                url: '/erp_app/organizer/crm/parties',
+                extraParams: {
+                    party_role: me.partyRole,
+                    to_role: me.toRole,
+                    to_party_id: me.toPartyId,
+                    party_ids: (Ext.isEmpty(me.partyIds) ? null : me.partyIds.join())
+                },
+                reader: {
+                    type: 'json',
+                    successProperty: 'success',
+                    root: 'parties',
+                    totalProperty: 'total'
+                }
+            },
+            remoteSort: true
+        });
+
+        me.store = store;
+
+        var dockedItems = [
+            {
+                xtype: 'pagingtoolbar',
+                store: store,
+                dock: 'bottom',
+                displayInfo: true
+            }
+        ];
+
+        if(!Ext.isEmpty(toolBarItems)){
+            dockedItems.push({
+                xtype: 'toolbar',
+                docked: 'top',
+                items: toolBarItems
+            });
+        }
+
+        me.dockedItems = dockedItems;
+
+        // setup columns
+
+        columns = [
+            {
+                header: 'Description',
+                dataIndex: 'description',
+                flex: 2
+            },
+            {
+                header: 'Type',
+                dataIndex: 'model',
+                renderer: function (v) {
+                    switch (v) {
+                        case 'Organization':
+                            return 'Business';
+                            break;
+                        case 'Individual':
+                            return 'Individual';
+                            break;
+                    }
+                },
+                flex: 1
+            },
+            {
+                header: 'Created At',
+                dataIndex: 'createdAt',
+                renderer: Ext.util.Format.dateRenderer('m/d/Y'),
+                flex: 1
+            },
+            {
+                header: 'Updated At',
+                dataIndex: 'updatedAt',
+                renderer: Ext.util.Format.dateRenderer('m/d/Y'),
+                flex: 1
+            },
+            {
+                xtype: 'actioncolumn',
+                flex: 1,
+                header: 'Details',
+                align: 'center',
+                sortable: false,
+                items: [
+                    {
+                        icon: '/assets/icons/view/view_16x16.png',
+                        tooltip: 'Edit',
+                        handler: function (grid, rowIndex, colIndex) {
+                            grid.ownerCt.showDetails(rowIndex);
+                        }
+                    }
+                ]
+            }
+        ];
+
+        // attempt to add edit column
+        if (me.canEditParty) {
+            columns.push({
+                xtype: 'actioncolumn',
+                header: 'Edit',
+                width: 100,
+                align: 'center',
+                sortable: false,
+                items: [
+                    {
+                        icon: '/assets/icons/edit/edit_16x16.png',
+                        tooltip: 'Edit',
+                        handler: function (grid, rowIndex, colIndex) {
+                            var record = grid.getStore().getAt(rowIndex),
+                                crmTaskTabPanel = grid.up('crmpartygrid').up('applicationcontainer'),
+                                itemId = 'editParty-' + record.get('id'),
+                                title = 'Edit ' + me.partyMgtTitle;
+
+                            var editPartyForm = crmTaskTabPanel.down('#' + itemId);
+
+                            if (!editPartyForm) {
+                                editPartyForm = Ext.create('widget.crmpartyformpanel', {
+                                    title: title,
+                                    itemId: itemId,
+                                    formFields: me.formFields,
+                                    partyType: record.get('model'),
+                                    partyId: record.get('id'),
+                                    userId: record.get('userId'),
+                                    listeners: {
+                                        partyupdated: function (comp, partyId) {
+                                            me.fireEvent('partyupdated', me, partyId);
+                                        },
+                                        userupdated: function (comp, userId) {
+                                            me.fireEvent('userupdated', me, userId);
+                                        }
+                                    },
+                                    closable: true
+                                });
+                                crmTaskTabPanel.add(editPartyForm);
+                            }
+
+                            crmTaskTabPanel.setActiveTab(editPartyForm);
+                        }
+                    }
+                ]
+            });
+        }
+
+        // attempt to add delete column
+        if (me.canDeleteParty) {
+            columns.push({
+                xtype: 'actioncolumn',
+                header: 'Delete',
+                width: 100,
+                align: 'center',
+                sortable: false,
+                items: [
+                    {
+                        icon: '/assets/icons/delete/delete_16x16.png',
+                        tooltip: 'Delete',
+                        handler: function (grid, rowIndex, colIndex) {
+                            var record = grid.getStore().getAt(rowIndex);
+
+                            var myMask = new Ext.LoadMask(grid, {msg: "Please wait..."});
+                            myMask.show();
+
+                            Ext.Msg.confirm('Please Confirm', 'Delete record?', function (btn) {
+                                if (btn == 'ok' || btn == 'yes') {
+                                    Ext.Ajax.request({
+                                        method: 'DELETE',
+                                        url: '/erp_app/organizer/crm/parties/' + record.get('id'),
+                                        success: function (response) {
+                                            myMask.hide();
+                                            responseObj = Ext.JSON.decode(response.responseText);
+
+                                            if (responseObj.success) {
+                                                grid.store.reload();
+                                            }
+                                        },
+                                        failure: function (response) {
+                                            myMask.hide();
+                                            Ext.Msg.alert("Error", "Error with request.");
+                                        }
+                                    });
+                                }
+                                else {
+                                    myMask.hide();
+                                }
+                            });
+                        }
+                    }
+                ]
+            });
+        }
+
+        me.columns = columns;
+
+        me.callParent(arguments);
+    },
+
+    showDetails: function (index) {
+        var me = this,
+            record = me.getStore().getAt(index),
+            crmTaskTabPanel = me.up('applicationcontainer'),
+            itemId = 'detailsParty-' + record.get('id'),
+            title = record.get('description'),
+            partyId = record.get('id');
+
+        var partyDetailsPanel = crmTaskTabPanel.down('#' + itemId);
+
+        if (!partyDetailsPanel) {
+            partyDetailsPanel = Ext.create('widget.crmpartydetailspanel', {
+                title: title,
+                itemId: itemId,
+                contactPurposes: me.contactPurposes,
+                contactPurposesTitle: me.contactPurposesTitle,
+                partyId: partyId,
+                partyModel: record.get('model'),
+                partyRelationships: me.partyRelationships,
+                additionalTabs: me.additionalTabs,
+                closable: true,
+                listeners: {
+                    contactcreated: function (comp, contactType, record) {
+                        me.fireEvent('contactcreated', me, contactType, record, partyId);
+                    },
+                    contactupdated: function (comp, contactType, record) {
+                        me.fireEvent('contactupdated', me, contactType, record, partyId);
+                    },
+                    contactdestroyed: function (comp, contactType, record) {
+                        me.fireEvent('contactdestroyed', me, contactType, record, partyId);
+                    }
+                }
+            });
+            crmTaskTabPanel.add(partyDetailsPanel);
+        }
+
+        crmTaskTabPanel.setActiveTab(partyDetailsPanel);
+        partyDetailsPanel.loadParty();
+    }
+});
+
+