fat_free_crm 0.11.0 → 0.11.1

data/config/routes.rb

@@ -1,172 +1,176 @@
 Rails.application.routes.draw do
-  scope Setting.base_url do
-    resources :lists
-
-    root :to => 'home#index'
-
-    match 'activities' => 'home#index'
-    match 'admin'      => 'admin/users#index',       :as => :admin
-    match 'login'      => 'authentications#new',     :as => :login
-    match 'logout'     => 'authentications#destroy', :as => :logout
-    match 'options'    => 'home#options'
-    match 'profile'    => 'users#show',              :as => :profile
-    match 'signup'     => 'users#new',               :as => :signup
-    match 'timeline'   => 'home#timeline',           :as => :timeline
-    match 'timezone'   => 'home#timezone',           :as => :timezone
-    match 'redraw'     => 'home#redraw',             :as => :redraw
-    match 'toggle'     => 'home#toggle'
-
-    resource  :authentication
-    resources :comments
-    resources :emails
-    resources :passwords
-
-    resources :accounts, :id => /\d+/ do
-      collection do
-        get  :advanced_search
-        post :filter
-        get  :options
-        get  :field_group
-        match :auto_complete
-        post :redraw
-      end
-      member do
-        put  :attach
-        post :discard
-        get :contacts
-        get :opportunities
-      end
+  resources :lists
+
+  root :to => 'home#index'
+
+  match 'activities' => 'home#index'
+  match 'admin'      => 'admin/users#index',       :as => :admin
+  match 'login'      => 'authentications#new',     :as => :login
+  match 'logout'     => 'authentications#destroy', :as => :logout
+  match 'profile'    => 'users#show',              :as => :profile
+  match 'signup'     => 'users#new',               :as => :signup
+
+  match '/home/options',  :as => :options
+  match '/home/toggle',   :as => :toggle
+  match '/home/timeline', :as => :timeline
+  match '/home/timezone', :as => :timezone
+  match '/home/redraw',   :as => :redraw
+
+  resource  :authentication
+  resources :comments
+  resources :emails
+  resources :passwords
+
+  resources :accounts, :id => /\d+/ do
+    collection do
+      get  :advanced_search
+      post :filter
+      get  :options
+      get  :field_group
+      match :auto_complete
+      post :redraw
+      get :versions
     end
+    member do
+      put  :attach
+      post :discard
+      get :contacts
+      get :opportunities
+    end
+  end
 
-    resources :campaigns, :id => /\d+/ do
-      collection do
-        get  :advanced_search
-        post :filter
-        get  :options
-        get  :field_group
-        post :auto_complete
-        post :redraw
-      end
-      member do
-        put  :attach
-        post :discard
-        get :leads
-        get :opportunities
-      end
+  resources :campaigns, :id => /\d+/ do
+    collection do
+      get  :advanced_search
+      post :filter
+      get  :options
+      get  :field_group
+      post :auto_complete
+      post :redraw
+      get :versions
+    end
+    member do
+      put  :attach
+      post :discard
+      get :leads
+      get :opportunities
     end
+  end
 
-    resources :contacts, :id => /\d+/ do
-      collection do
-        get  :advanced_search
-        post :filter
-        get  :options
-        get  :field_group
-        post :auto_complete
-        post :redraw
-      end
-      member do
-        put  :attach
-        post :discard
-        get :opportunities
-      end
+  resources :contacts, :id => /\d+/ do
+    collection do
+      get  :advanced_search
+      post :filter
+      get  :options
+      get  :field_group
+      post :auto_complete
+      post :redraw
+      get :versions
+    end
+    member do
+      put  :attach
+      post :discard
+      get :opportunities
+    end
+  end
+
+  resources :leads, :id => /\d+/ do
+    collection do
+      get  :advanced_search
+      post :filter
+      get  :options
+      get  :field_group
+      post :auto_complete
+      post :redraw
+      get :versions
+    end
+    member do
+      get  :convert
+      post :discard
+      put  :attach
+      put  :promote
+      put  :reject
+    end
+  end
+
+  resources :opportunities, :id => /\d+/ do
+    collection do
+      get  :advanced_search
+      post :filter
+      get  :options
+      get  :field_group
+      post :auto_complete
+      post :redraw
+      get :versions
+    end
+    member do
+      put  :attach
+      post :discard
+      get :contacts
     end
+  end
 
-    resources :leads, :id => /\d+/ do
+  resources :tasks, :id => /\d+/ do
+    collection do
+      post :filter
+      post :auto_complete
+    end
+    member do
+      put :complete
+    end
+  end
+
+  resources :users, :id => /\d+/ do
+    member do
+      get :avatar
+      get :password
+      put :upload_avatar
+      put :change_password
+    end
+  end
+
+  namespace :admin do
+    resources :users do
       collection do
-        get  :advanced_search
-        post :filter
-        get  :options
-        get  :field_group
         post :auto_complete
-        post :redraw
       end
       member do
-        get  :convert
-        post :discard
-        put  :attach
-        put  :promote
-        put  :reject
+        get :confirm
+        put :suspend
+        put :reactivate
       end
     end
 
-    resources :opportunities, :id => /\d+/ do
+    resources :field_groups, :except => :index do
       collection do
-        get  :advanced_search
-        post :filter
-        get  :options
-        get  :field_group
-        post :auto_complete
-        post :redraw
+        post :sort
       end
       member do
-        put  :attach
-        post :discard
-        get :contacts
+        get :confirm
       end
     end
 
-    resources :tasks, :id => /\d+/ do
+    resources :fields do
       collection do
-        post :filter
         post :auto_complete
-      end
-      member do
-        put :complete
+        get :options
+        post :redraw
+        post :sort
       end
     end
 
-    resources :users, :id => /\d+/ do
+    resources :tags do
       member do
-        get :avatar
-        get :password
-        put :upload_avatar
-        put :change_password
+        get :confirm
       end
     end
 
-    namespace :admin do
-      resources :users do
-        collection do
-          post :auto_complete
-        end
-        member do
-          get :confirm
-          put :suspend
-          put :reactivate
-        end
-      end
-
-      resources :field_groups, :except => :index do
-        collection do
-          post :sort
-        end
-        member do
-          get :confirm
-        end
-      end
-
-      resources :fields do
-        collection do
-          post :auto_complete
-          get :options
-          post :redraw
-          post :sort
-        end
-      end
-      
-      resources :tags do
-        member do
-          get :confirm
-        end
-      end
-      
-      resources :fields, :as => :custom_fields
-      resources :fields, :as => :core_fields
+    resources :fields, :as => :custom_fields
+    resources :fields, :as => :core_fields
 
-      resources :settings
-      resources :plugins
-    end
-
-    get '/:controller/tagged/:id' => '#tagged'
+    resources :settings
+    resources :plugins
   end
+
+  get '/:controller/tagged/:id' => '#tagged'
 end

data/config/settings.default.yml

@@ -73,8 +73,20 @@
 :locale: "en-US"
 
 
-# Settings for the Email dropbox
-# - Connection settings for the imap account, server and folders.
+# Settings for outgoing email (SMTP)
+# - Default configuration is for GMail
+#------------------------------------------------------------------------------
+:smtp:
+  :address                    : "smtp.gmail.com"
+  :enable_starttls_auto       : true
+  :port                       : 587
+  :authentication             : :plain
+  :user_name                  : ""
+  :password                   : ""
+
+
+# Settings for the Email dropbox (IMAP)
+# - Connection settings for the IMAP account, server and folders.
 #------------------------------------------------------------------------------
 :email_dropbox:
   :server                     : ""        # IMAP server name.

data/db/demo/addresses.yml

@@ -18,7 +18,7 @@
 #  deleted_at       :datetime
 #
 
-<% 
+<%
   require "ffaker"
   puts "Loading addresses..."
 
@@ -29,7 +29,7 @@
 %>
 address_<%= i %>:
   id               : <%= i %>
-  addressable_id   : <%= i %>
+  addressable_id   : <%= i/2 %>
   addressable_type : <%= asset = addressable.sample %>
   address_type     : <%= asset == 'Account' ? type.sample : 'Business' %>
   street1          : <%= street1 = Faker::Address.street_address %>

data/db/demo/emails.yml

@@ -48,6 +48,6 @@ email_<%= i %>:
                      <%= "\n" %>
                      <%= Faker::Lorem.paragraph(rand(10) + 5) %>
   header          :
-  sent_at         :
-  received_at     :
+  sent_at         : <%= Date.today - rand(15).days %>
+  received_at     : <%= Date.today - rand(15).days %>
 <% end %>

data/db/migrate/20120216042541_is_paranoid_to_paper_trail.rb

@@ -2,8 +2,7 @@ class IsParanoidToPaperTrail < ActiveRecord::Migration
   def up
     [Account, Campaign, Contact, Lead, Opportunity, Task].each do |klass|
       klass.where('deleted_at IS NOT NULL').each do |object|
-        object.destroy          # Really destroy the object
-        Activity.last.destroy   # Remove the destroy activity because we should already have one indicating this object is destroyed
+        object.destroy
       end
     end
   end

data/db/migrate/20120309070209_add_versions_related.rb

@@ -0,0 +1,6 @@
+class AddVersionsRelated < ActiveRecord::Migration
+  def change
+    add_column :versions, :related_id, :integer
+    add_column :versions, :related_type, :string
+  end
+end

data/db/migrate/20120316045804_activities_to_versions.rb

@@ -0,0 +1,35 @@
+class ActivitiesToVersions < ActiveRecord::Migration
+  def up
+    events = {
+      'created'     => 'create',
+      'viewed'      => 'view',
+      'updated'     => 'update',
+      'deleted'     => 'destroy',
+      'rejected'    => 'reject',
+      'won'         => 'won',
+      'completed'   => 'complete',
+      'reassigned'  => 'reassign',
+      'rescheduled' => 'reschedule'
+    }
+
+    activities = connection.select_all 'SELECT * FROM activities'
+    activities.each do |activity|
+      # commented and email activities don't translate well so ignore them
+      if event = events[activity['action']]
+        attributes = {
+          :item_id    => activity['subject_id'],
+          :item_type  => activity['subject_type'],
+          :whodunnit  => activity['user_id'],
+          :event      => event,
+          :created_at => activity['created_at']
+        }
+        version = Version.new
+        attributes.each {|k, v| version.send("#{k}=", v)}
+        version.save!
+      end
+    end
+  end
+
+  def down
+  end
+end

data/db/schema.rb

@@ -11,39 +11,46 @@
 #
 # It's strongly recommended to check this file into your version control system.
 
-ActiveRecord::Schema.define(:version => 20120224073107) do
+ActiveRecord::Schema.define(:version => 20120316045804) do
+
+  create_table "account_aliases", :force => true do |t|
+    t.integer  "account_id"
+    t.integer  "destroyed_account_id"
+    t.datetime "created_at"
+    t.datetime "updated_at"
+  end
 
   create_table "account_contacts", :force => true do |t|
     t.integer  "account_id"
     t.integer  "contact_id"
     t.datetime "deleted_at"
-    t.datetime "created_at", :null => false
-    t.datetime "updated_at", :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   create_table "account_opportunities", :force => true do |t|
     t.integer  "account_id"
     t.integer  "opportunity_id"
     t.datetime "deleted_at"
-    t.datetime "created_at",     :null => false
-    t.datetime "updated_at",     :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   create_table "accounts", :force => true do |t|
     t.integer  "user_id"
     t.integer  "assigned_to"
-    t.string   "name",            :limit => 64, :default => "",       :null => false
-    t.string   "access",          :limit => 8,  :default => "Public"
+    t.string   "name",            :limit => 128, :default => "",       :null => false
+    t.string   "access",          :limit => 8,   :default => "Public"
     t.string   "website",         :limit => 64
     t.string   "toll_free_phone", :limit => 32
     t.string   "phone",           :limit => 32
     t.string   "fax",             :limit => 32
     t.datetime "deleted_at"
-    t.datetime "created_at",                                          :null => false
-    t.datetime "updated_at",                                          :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.string   "email",           :limit => 64
     t.string   "background_info"
-    t.integer  "rating",                        :default => 0,        :null => false
+    t.integer  "rating",                         :default => 0,        :null => false
     t.string   "category",        :limit => 32
   end
 
@@ -57,8 +64,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.string   "action",       :limit => 32, :default => "created"
     t.string   "info",                       :default => ""
     t.boolean  "private",                    :default => false
-    t.datetime "created_at",                                        :null => false
-    t.datetime "updated_at",                                        :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   add_index "activities", ["created_at"], :name => "index_activities_on_created_at"
@@ -75,13 +82,20 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.string   "address_type",     :limit => 16
     t.integer  "addressable_id"
     t.string   "addressable_type"
-    t.datetime "created_at",                     :null => false
-    t.datetime "updated_at",                     :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.datetime "deleted_at"
   end
 
   add_index "addresses", ["addressable_id", "addressable_type"], :name => "index_addresses_on_addressable_id_and_addressable_type"
 
+  create_table "application_accounts", :force => true do |t|
+    t.string   "name"
+    t.string   "single_access_token", :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
+  end
+
   create_table "avatars", :force => true do |t|
     t.integer  "user_id"
     t.integer  "entity_id"
@@ -89,8 +103,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.integer  "image_file_size"
     t.string   "image_file_name"
     t.string   "image_content_type"
-    t.datetime "created_at",         :null => false
-    t.datetime "updated_at",         :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   create_table "campaigns", :force => true do |t|
@@ -110,8 +124,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.date     "ends_on"
     t.text     "objectives"
     t.datetime "deleted_at"
-    t.datetime "created_at",                                                                             :null => false
-    t.datetime "updated_at",                                                                             :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.string   "background_info"
   end
 
@@ -125,18 +139,25 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.boolean  "private"
     t.string   "title",                          :default => ""
     t.text     "comment"
-    t.datetime "created_at",                                             :null => false
-    t.datetime "updated_at",                                             :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.string   "state",            :limit => 16, :default => "Expanded", :null => false
   end
 
+  create_table "contact_aliases", :force => true do |t|
+    t.integer  "contact_id"
+    t.integer  "destroyed_contact_id"
+    t.datetime "created_at"
+    t.datetime "updated_at"
+  end
+
   create_table "contact_opportunities", :force => true do |t|
     t.integer  "contact_id"
     t.integer  "opportunity_id"
     t.string   "role",           :limit => 32
     t.datetime "deleted_at"
-    t.datetime "created_at",                   :null => false
-    t.datetime "updated_at",                   :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   create_table "contacts", :force => true do |t|
@@ -144,8 +165,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.integer  "lead_id"
     t.integer  "assigned_to"
     t.integer  "reports_to"
-    t.string   "first_name",      :limit => 64,  :default => "",       :null => false
-    t.string   "last_name",       :limit => 64,  :default => "",       :null => false
+    t.string   "first_name",                     :default => ""
+    t.string   "last_name",                      :default => ""
     t.string   "access",          :limit => 8,   :default => "Public"
     t.string   "title",           :limit => 64
     t.string   "department",      :limit => 64
@@ -162,14 +183,14 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.date     "born_on"
     t.boolean  "do_not_call",                    :default => false,    :null => false
     t.datetime "deleted_at"
-    t.datetime "created_at",                                           :null => false
-    t.datetime "updated_at",                                           :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.string   "background_info"
     t.string   "skype",           :limit => 128
   end
 
   add_index "contacts", ["assigned_to"], :name => "index_contacts_on_assigned_to"
-  add_index "contacts", ["user_id", "last_name", "deleted_at"], :name => "id_last_name_deleted", :unique => true
+  add_index "contacts", ["user_id", "last_name", "deleted_at"], :name => "index_contacts_on_user_id_and_last_name_and_deleted_at", :unique => true
 
   create_table "emails", :force => true do |t|
     t.string   "imap_message_id",                                       :null => false
@@ -186,8 +207,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.datetime "sent_at"
     t.datetime "received_at"
     t.datetime "deleted_at"
-    t.datetime "created_at",                                            :null => false
-    t.datetime "updated_at",                                            :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.string   "state",           :limit => 16, :default => "Expanded", :null => false
   end
 
@@ -198,8 +219,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.string   "label",      :limit => 128
     t.integer  "position"
     t.string   "hint"
-    t.datetime "created_at",                :null => false
-    t.datetime "updated_at",                :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.integer  "tag_id"
     t.string   "klass_name", :limit => 32
   end
@@ -217,8 +238,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.boolean  "disabled"
     t.boolean  "required"
     t.integer  "maxlength"
-    t.datetime "created_at",                    :null => false
-    t.datetime "updated_at",                    :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   add_index "fields", ["field_group_id"], :name => "index_fields_on_field_group_id"
@@ -247,8 +268,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.integer  "rating",                         :default => 0,        :null => false
     t.boolean  "do_not_call",                    :default => false,    :null => false
     t.datetime "deleted_at"
-    t.datetime "created_at",                                           :null => false
-    t.datetime "updated_at",                                           :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.string   "background_info"
     t.string   "skype",           :limit => 128
   end
@@ -259,8 +280,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
   create_table "lists", :force => true do |t|
     t.string   "name"
     t.text     "url"
-    t.datetime "created_at", :null => false
-    t.datetime "updated_at", :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   create_table "opportunities", :force => true do |t|
@@ -276,20 +297,20 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.decimal  "discount",                      :precision => 12, :scale => 2
     t.date     "closes_on"
     t.datetime "deleted_at"
-    t.datetime "created_at",                                                                         :null => false
-    t.datetime "updated_at",                                                                         :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.string   "background_info"
   end
 
   add_index "opportunities", ["assigned_to"], :name => "index_opportunities_on_assigned_to"
-  add_index "opportunities", ["user_id", "name", "deleted_at"], :name => "id_name_deleted", :unique => true
+  add_index "opportunities", ["user_id", "name", "deleted_at"], :name => "index_opportunities_on_user_id_and_name_and_deleted_at", :unique => true
 
   create_table "permissions", :force => true do |t|
     t.integer  "user_id"
     t.integer  "asset_id"
     t.string   "asset_type"
-    t.datetime "created_at", :null => false
-    t.datetime "updated_at", :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   add_index "permissions", ["asset_id", "asset_type"], :name => "index_permissions_on_asset_id_and_asset_type"
@@ -299,8 +320,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.integer  "user_id"
     t.string   "name",       :limit => 32, :default => "", :null => false
     t.text     "value"
-    t.datetime "created_at",                               :null => false
-    t.datetime "updated_at",                               :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   add_index "preferences", ["user_id", "name"], :name => "index_preferences_on_user_id_and_name"
@@ -308,8 +329,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
   create_table "sessions", :force => true do |t|
     t.string   "session_id", :null => false
     t.text     "data"
-    t.datetime "created_at", :null => false
-    t.datetime "updated_at", :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   add_index "sessions", ["session_id"], :name => "index_sessions_on_session_id"
@@ -318,8 +339,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
   create_table "settings", :force => true do |t|
     t.string   "name",       :limit => 32, :default => "", :null => false
     t.text     "value"
-    t.datetime "created_at",                               :null => false
-    t.datetime "updated_at",                               :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
   end
 
   add_index "settings", ["name"], :name => "index_settings_on_name"
@@ -338,7 +359,10 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
   add_index "taggings", ["taggable_id", "taggable_type", "context"], :name => "index_taggings_on_taggable_id_and_taggable_type_and_context"
 
   create_table "tags", :force => true do |t|
-    t.string "name"
+    t.string   "name"
+    t.datetime "created_at"
+    t.datetime "updated_at"
+    t.string   "taggable_type"
   end
 
   create_table "tasks", :force => true do |t|
@@ -354,8 +378,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.datetime "due_at"
     t.datetime "completed_at"
     t.datetime "deleted_at"
-    t.datetime "created_at",                                    :null => false
-    t.datetime "updated_at",                                    :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.string   "background_info"
   end
 
@@ -387,8 +411,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.string   "current_login_ip"
     t.integer  "login_count",                       :default => 0,     :null => false
     t.datetime "deleted_at"
-    t.datetime "created_at",                                           :null => false
-    t.datetime "updated_at",                                           :null => false
+    t.datetime "created_at"
+    t.datetime "updated_at"
     t.boolean  "admin",                             :default => false, :null => false
     t.datetime "suspended_at"
     t.string   "single_access_token"
@@ -408,6 +432,8 @@ ActiveRecord::Schema.define(:version => 20120224073107) do
     t.text     "object"
     t.datetime "created_at"
     t.text     "object_changes"
+    t.integer  "related_id"
+    t.string   "related_type"
   end
 
   add_index "versions", ["item_type", "item_id"], :name => "index_versions_on_item_type_and_item_id"