fat_free_crm 0.11.0 → 0.11.1

data/app/inputs/date_time_input.rb

@@ -1,3 +1,20 @@
+# Fat Free CRM
+# Copyright (C) 2008-2011 by Michael Dvorkin
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#------------------------------------------------------------------------------
+
 class DateTimeInput < SimpleForm::Inputs::DateTimeInput
   include ActionView::Helpers::TagHelper
   include ActionView::Helpers::JavaScriptHelper

data/app/inputs/text_input.rb

@@ -1,6 +1,22 @@
+# Fat Free CRM
+# Copyright (C) 2008-2011 by Michael Dvorkin
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#------------------------------------------------------------------------------
+
 class TextInput < SimpleForm::Inputs::TextInput
   def input
-    add_maxlength!
     @builder.text_area(attribute_name, {:rows => 7}.merge(input_html_options))
   end
 end

data/app/models/{base → entities}/account.rb

@@ -45,7 +45,6 @@ class Account < ActiveRecord::Base
   has_many    :account_opportunities, :dependent => :destroy
   has_many    :opportunities, :through => :account_opportunities, :uniq => true, :order => "opportunities.id DESC"
   has_many    :tasks, :as => :asset, :dependent => :destroy#, :order => 'created_at DESC'
-  has_many    :activities, :as => :subject#, :order => 'created_at DESC'
   has_one     :billing_address, :dependent => :destroy, :as => :addressable, :class_name => "Address", :conditions => "address_type = 'Billing'"
   has_one     :shipping_address, :dependent => :destroy, :as => :addressable, :class_name => "Address", :conditions => "address_type = 'Shipping'"
   has_many    :emails, :as => :mediator

data/app/models/{base → entities}/campaign.rb

@@ -47,7 +47,6 @@ class Campaign < ActiveRecord::Base
   has_many    :tasks, :as => :asset, :dependent => :destroy#, :order => 'created_at DESC'
   has_many    :leads, :dependent => :destroy, :order => "id DESC"
   has_many    :opportunities, :dependent => :destroy, :order => "id DESC"
-  has_many    :activities, :as => :subject#, :order => 'created_at DESC'
   has_many    :emails, :as => :mediator
 
   scope :state, lambda { |filters|

data/app/models/{base → entities}/contact.rb

@@ -57,7 +57,6 @@ class Contact < ActiveRecord::Base
   has_many    :contact_opportunities, :dependent => :destroy
   has_many    :opportunities, :through => :contact_opportunities, :uniq => true, :order => "opportunities.id DESC"
   has_many    :tasks, :as => :asset, :dependent => :destroy#, :order => 'created_at DESC'
-  has_many    :activities, :as => :subject#, :order => 'created_at DESC'
   has_one     :business_address, :dependent => :destroy, :as => :addressable, :class_name => "Address", :conditions => "address_type = 'Business'"
   has_many    :emails, :as => :mediator
 

data/app/models/{base → entities}/lead.rb

@@ -54,7 +54,6 @@ class Lead < ActiveRecord::Base
   belongs_to  :assignee, :class_name => "User", :foreign_key => :assigned_to
   has_one     :contact, :dependent => :nullify # On destroy keep the contact, but nullify its lead_id
   has_many    :tasks, :as => :asset, :dependent => :destroy#, :order => 'created_at DESC'
-  has_many    :activities, :as => :subject#, :order => 'created_at DESC'
   has_one     :business_address, :dependent => :destroy, :as => :addressable, :class_name => "Address", :conditions => "address_type='Business'"
   has_many    :emails, :as => :mediator
 

data/app/models/{base → entities}/opportunity.rb

@@ -46,7 +46,6 @@ class Opportunity < ActiveRecord::Base
   has_many    :contact_opportunities, :dependent => :destroy
   has_many    :contacts, :through => :contact_opportunities, :uniq => true, :order => "contacts.id DESC"
   has_many    :tasks, :as => :asset, :dependent => :destroy#, :order => 'created_at DESC'
-  has_many    :activities, :as => :subject#, :order => 'created_at DESC'
   has_many    :emails, :as => :mediator
 
   scope :state, lambda { |filters|

data/app/models/{base → entities}/task.rb

@@ -40,11 +40,10 @@
 class Task < ActiveRecord::Base
   attr_accessor :calendar
 
-  belongs_to  :user
-  belongs_to  :assignee, :class_name => "User", :foreign_key => :assigned_to
-  belongs_to  :completor, :class_name => "User", :foreign_key => :completed_by
-  belongs_to  :asset, :polymorphic => true
-  has_many    :activities, :as => :subject#, :order => 'tasks.created_at DESC'
+  belongs_to :user
+  belongs_to :assignee, :class_name => "User", :foreign_key => :assigned_to
+  belongs_to :completor, :class_name => "User", :foreign_key => :completed_by
+  belongs_to :asset, :polymorphic => true
 
   # Tasks created by the user for herself, or assigned to her by others. That's
   # what gets shown on Tasks/Pending and Tasks/Completed pages.
@@ -98,7 +97,7 @@ class Task < ActiveRecord::Base
   }
 
   acts_as_commentable
-  has_paper_trail
+  has_paper_trail :meta => { :related => :asset }
   has_fields
   exportable
 

data/app/models/list.rb

@@ -1,3 +1,20 @@
+# Fat Free CRM
+# Copyright (C) 2008-2011 by Michael Dvorkin
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#------------------------------------------------------------------------------
+
 class List < ActiveRecord::Base
   validates_presence_of :name
 

data/app/models/observers/lead_observer.rb

@@ -0,0 +1,39 @@
+# Fat Free CRM
+# Copyright (C) 2008-2011 by Michael Dvorkin
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#------------------------------------------------------------------------------
+
+class LeadObserver < ActiveRecord::Observer
+  observe :lead
+
+  @@leads = {}
+
+  def before_update(item)
+    @@leads[item.id] = Lead.find(item.id).freeze
+  end
+
+  def after_update(item)
+    original = @@leads.delete(item.id)
+    if original && original.status != "rejected" && item.status == "rejected"
+      return log_activity(item, :reject)
+    end
+  end
+
+  private
+
+  def log_activity(item, event)
+    item.send(item.class.versions_association_name).create(:event => event, :whodunnit => PaperTrail.whodunnit)
+  end
+end

data/app/models/observers/opportunity_observer.rb

@@ -0,0 +1,54 @@
+# Fat Free CRM
+# Copyright (C) 2008-2011 by Michael Dvorkin
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#------------------------------------------------------------------------------
+
+class OpportunityObserver < ActiveRecord::Observer
+  observe :opportunity
+
+  @@opportunities = {}
+
+  def after_create(item)
+    if item.campaign && item.stage == "won"
+      update_campaign_revenue(item.campaign, (item.amount || 0) - (item.discount || 0))
+    end
+  end
+
+  def before_update(item)
+    @@opportunities[item.id] = Opportunity.find(item.id).freeze
+  end
+
+  def after_update(item)
+    original = @@opportunities.delete(item.id)
+    if original
+      if original.stage != "won" && item.stage == "won"    # :other to :won -- add to total campaign revenue.
+        update_campaign_revenue(item.campaign, (item.amount || 0) - (item.discount || 0))
+        return log_activity(item, :won)
+      elsif original.stage == "won" && item.stage != "won" # :won to :other -- substract from total campaign revenue.
+        update_campaign_revenue(original.campaign, -((original.amount || 0) - (original.discount || 0)))
+      end
+    end
+  end
+
+  private
+
+  def log_activity(item, event)
+    item.send(item.class.versions_association_name).create(:event => event, :whodunnit => PaperTrail.whodunnit)
+  end
+
+  def update_campaign_revenue(campaign, revenue)
+    campaign.update_attribute(:revenue, (campaign.revenue || 0) + revenue) if campaign
+  end
+end

data/app/models/observers/task_observer.rb

@@ -0,0 +1,41 @@
+# Fat Free CRM
+# Copyright (C) 2008-2011 by Michael Dvorkin
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#------------------------------------------------------------------------------
+
+class TaskObserver < ActiveRecord::Observer
+  observe :task
+
+  @@tasks = {}
+
+  def before_update(item)
+    @@tasks[item.id] = Task.find(item.id).freeze
+  end
+
+  def after_update(item)
+    original = @@tasks.delete(item.id)
+    if original
+      return log_activity(item, :complete)   if item.completed_at && original.completed_at.nil?
+      return log_activity(item, :reassign)   if item.assigned_to != original.assigned_to
+      return log_activity(item, :reschedule) if item.bucket != original.bucket
+    end
+  end
+
+  private
+
+  def log_activity(item, event)
+    item.send(item.class.versions_association_name).create(:event => event, :whodunnit => PaperTrail.whodunnit)
+  end
+end

data/app/models/polymorphic/address.rb

@@ -38,7 +38,7 @@
 class Address < ActiveRecord::Base
   belongs_to :addressable, :polymorphic => true
 
-  has_paper_trail
+  has_paper_trail :meta => { :related => :addressable }
 
   scope :business, :conditions => "address_type='Business'"
   scope :billing,  :conditions => "address_type='Billing'"
@@ -53,6 +53,4 @@ class Address < ActiveRecord::Base
       self.full_address.blank?
     end
   end
-
 end
-

data/app/models/polymorphic/avatar.rb

@@ -49,10 +49,5 @@ class Avatar < ActiveRecord::Base
   end
   has_attached_file :image, :styles => STYLES.dup, :url => "/avatars/:entity_type/:id/:style_:filename", :default_url => "/assets/avatar.jpg"
 
-  # Invert STYLES hash removing trailing #.
-  #----------------------------------------------------------------------------
-  def self.styles
-    Hash[STYLES.map{ |key, value| [ value[0..-2], key ] }]
-  end
 end
 

data/app/models/polymorphic/comment.rb

@@ -34,22 +34,13 @@
 class Comment < ActiveRecord::Base
   belongs_to  :user
   belongs_to  :commentable, :polymorphic => true
-  has_many    :activities, :as => :subject#, :order => 'created_at DESC'
 
-  #~ default_scope order('created_at DESC')
   scope :created_by, lambda { |user| where(:user_id => user.id) }
 
   validates_presence_of :user, :commentable, :comment
-  after_create :log_activity
+  has_paper_trail :meta => { :related => :commentable },
+                  :ignore => [:state]
 
   def expanded?;  self.state == "Expanded";  end
   def collapsed?; self.state == "Collapsed"; end
-
-  private
-  def log_activity
-    current_user = User.find(user_id)
-    Activity.log(current_user, commentable, :commented) if current_user
-  end
-
 end
-

data/app/models/polymorphic/email.rb

@@ -43,8 +43,8 @@ class Email < ActiveRecord::Base
   belongs_to :mediator, :polymorphic => true
   belongs_to :user
 
-  has_paper_trail
-  after_create :log_activity
+  has_paper_trail :meta => { :related => :mediator },
+                  :ignore => [:state]
 
   def expanded?;  self.state == "Expanded";  end
   def collapsed?; self.state == "Collapsed"; end
@@ -59,11 +59,4 @@ class Email < ActiveRecord::Base
     end
   end
   alias_method_chain :body, :textile
-
-  private
-  def log_activity
-    current_user = User.find(user_id)
-    Activity.log(current_user, mediator, :email) if current_user
-  end
 end
-

data/app/models/polymorphic/tag.rb

@@ -1,3 +1,20 @@
+# Fat Free CRM
+# Copyright (C) 2008-2011 by Michael Dvorkin
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#------------------------------------------------------------------------------
+
 class Tag < ActsAsTaggableOn::Tag
   before_destroy :no_associated_field_groups
 

data/app/models/polymorphic/tagging.rb

@@ -1,2 +1,19 @@
+# Fat Free CRM
+# Copyright (C) 2008-2011 by Michael Dvorkin
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#------------------------------------------------------------------------------
+
 class Tagging < ActsAsTaggableOn::Tagging
 end

data/app/models/users/ability.rb

@@ -0,0 +1,13 @@
+class Ability
+  include CanCan::Ability
+
+  def initialize(user)
+    # See the wiki for details: https://github.com/ryanb/cancan/wiki/Defining-Abilities
+    can :create, :all
+    can [:read, :update, :destroy], :all, :access => 'Public'
+    if user.present?
+      can [:read, :update, :destroy], :all, :user_id => user.id
+      can [:read, :update, :destroy], :all, :permissions => {:user_id => user.id}
+    end
+  end
+end

data/app/models/users/user.rb

@@ -65,7 +65,6 @@ class User < ActiveRecord::Base
   has_many    :leads
   has_many    :contacts
   has_many    :opportunities
-  has_many    :activities,  :dependent => :destroy
   has_many    :permissions, :dependent => :destroy
   has_many    :preferences, :dependent => :destroy
 
@@ -96,7 +95,7 @@ class User < ActiveRecord::Base
   # observer without extra authentication query.
   cattr_accessor :current_user
 
-  validates_presence_of :email,    :message => :missing_email
+  validates_presence_of :email, :message => :missing_email
 
   #----------------------------------------------------------------------------
   def name
@@ -166,6 +165,4 @@ class User < ActiveRecord::Base
     end
     artifacts == 0
   end
-
 end
-

data/app/views/accounts/_account.html.haml

@@ -1,23 +1,27 @@
 - amount = account.opportunities.pipeline.map(&:weighted_amount).sum
-%li[account]{ highlightable(dom_id(account, :tools)) }
+%li.highlight[account]
   - if account.category
     .strip{:class => account.category} #{t(account.category)}
   - else
     .strip{:style => "color: gray;"} #{t :other}
 
-  .tools{ invisible, :id => dom_id(account, :tools) }
+  %ul.tools
     = hook(:account_tools_before, self, :account => account)
-    = link_to_edit(account) + " | "
-    = link_to_delete(account)
+
+    - if can?(:update, account)
+      %li= link_to_edit(account)
+
+    - if can?(:destroy, account)
+      %li= link_to_delete(account)
 
   .indent
-    = link_to(h(account.name), account)
+    = link_to(account.name, account)
     - if amount != 0.0
       %span.amount= number_to_currency(amount, :precision => 0)
     –
     %tt
       = account.location << ", " unless account.location.blank?
-      = t(:added_by, :time_ago => time_ago_in_words(account.created_at), :user => (account.user.id == @current_user.id ? t(:me) : h(account.user.full_name))) << " | "
+      = t(:added_by, :time_ago => time_ago_in_words(account.created_at), :user => (account.user.id == @current_user.id ? t(:me) : account.user.full_name)) << " | "
       = t('pluralize.contact', account.contacts.count) << " | "
       = t('pluralize.opportunity', account.opportunities.count)