fat_free_crm 0.11.0

data/app/helpers/passwords_helper.rb

@@ -0,0 +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/>.
+#------------------------------------------------------------------------------
+
+module PasswordsHelper
+end
+

data/app/helpers/tasks_helper.rb

@@ -0,0 +1,176 @@
+# 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/>.
+#------------------------------------------------------------------------------
+
+module TasksHelper
+
+  # Sidebar checkbox control for filtering tasks by due date -- used for
+  # pending and assigned views only.
+  #----------------------------------------------------------------------------
+  def task_filter_checbox(view, filter, count)
+    name = "filter_by_task_#{view}"
+    checked = (session[name] ? session[name].split(",").include?(filter.to_s) : count > 0)
+    onclick = remote_function(
+      :url      => { :action => :filter, :view => view },
+      :with     => "'filter='+this.value+'&checked='+this.checked",
+      :loading  => "$('loading').show()",
+      :complete => "$('loading').hide()"
+    )
+    check_box_tag("filters[]", filter, checked, :onclick => onclick)
+  end
+
+  #----------------------------------------------------------------------------
+  def filtered_out?(view, filter = nil)
+    name = "filter_by_task_#{view}"
+    if filter
+      filters = (session[name].nil? ? [] : session[name].split(","))
+      !filters.include?(filter.to_s)
+    else
+      session[name].blank?
+    end
+  end
+
+  #----------------------------------------------------------------------------
+  def link_to_task_edit(task, bucket)
+    link_to(t(:edit), edit_task_path(task),
+      :method => :get,
+      :with   => "{ bucket: '#{bucket}', view: '#{@view}', previous: crm.find_form('edit_task') }",
+      :remote => true
+    )
+  end
+
+  #----------------------------------------------------------------------------
+  def link_to_task_delete(task, bucket)
+    link_to(t(:delete) + "!", task_path(task),
+      :method => :delete,
+      :with   => "{ bucket: '#{bucket}', view: '#{@view}' }",
+      :before => visual_effect(:highlight, dom_id(task), :startcolor => "#ffe4e1"),
+      :remote => true
+    )
+  end
+
+  #----------------------------------------------------------------------------
+  def link_to_task_complete(pending, bucket)
+    onclick = %Q/$("#{dom_id(pending, :name)}").style.textDecoration="line-through";/
+    onclick << remote_function(:url => complete_task_path(pending), :method => :put, :with => "'bucket=#{bucket}'")
+  end
+
+  # Helper to display XLS, CSV, RSS, and ATOM links for tasks.
+  #----------------------------------------------------------------------------
+  def links_to_task_export(view)
+    token = @current_user.single_access_token
+
+    exports = %w(xls csv).map do |format|
+      link_to(format.upcase, "#{tasks_path}.#{format}?view=#{view}", :title => I18n.t(:"to_#{format}"))
+    end
+    feeds = %w(rss atom).map do |format|
+      link_to(format.upcase, "#{tasks_path}.#{format}?view=#{view}&authentication_credentials=#{token}", :title => I18n.t(:"to_#{format}"))
+    end
+
+    (exports + feeds).join(' | ')
+  end
+
+  # Task summary for RSS/ATOM feed.
+  #----------------------------------------------------------------------------
+  def task_summary(task)
+    summary = [ task.category.blank? ? t(:other) : t(task.category) ]
+    if @view != "completed"
+      if @view == "pending" && task.user != @current_user
+        summary << t(:task_from, task.user.full_name)
+      elsif @view == "assigned"
+        summary << t(:task_from, task.assignee.full_name)
+      end
+      summary << "#{t(:related)} #{task.asset.name} (#{task.asset_type.downcase})" if task.asset_id?
+      summary << if task.bucket == "due_asap"
+        t(:task_due_now)
+      elsif task.bucket == "due_later"
+        t(:task_due_later)
+      else
+        l(task.due_at.localtime, :format => :mmddhhss)
+      end
+    else # completed
+      summary << "#{t(:related)} #{task.asset.name} (#{task.asset_type.downcase})" if task.asset_id?
+      summary << t(:task_completed_by,
+                   :time_ago => distance_of_time_in_words(task.completed_at, Time.now),
+                   :date     => l(task.completed_at.localtime, :format => :mmddhhss),
+                   :user     => task.completor.full_name)
+    end
+    summary.join(', ')
+  end
+
+  #----------------------------------------------------------------------------
+  def hide_task_and_possibly_bucket(id, bucket)
+    update_page do |page|
+      page[id].replace ""
+
+      if Task.bucket_empty?(bucket, @current_user, @view)
+        page["list_#{bucket}"].visual_effect :fade, :duration => 0.5
+      end
+    end
+  end
+
+  #----------------------------------------------------------------------------
+  def replace_content(task, bucket = nil)
+    partial = (task.assigned_to && task.assigned_to != @current_user.id) ? "assigned" : "pending"
+    update_page do |page|
+      page[dom_id(task)].replace_html :partial => "tasks/#{partial}", :collection => [ task ], :locals => { :bucket => bucket }
+    end
+  end
+
+  #----------------------------------------------------------------------------
+  def insert_content(task, bucket, view)
+    update_page do |page|
+      page["list_#{bucket}"].show
+      page.insert_html :top, bucket, :partial => view, :collection => [ task ], :locals => { :bucket => bucket }
+      page[dom_id(task)].visual_effect :highlight, :duration => 1.5
+    end
+  end
+
+  #----------------------------------------------------------------------------
+  def tasks_flash(message)
+    update_page do |page|
+      page[:flash].replace_html message
+      page.call "crm.flash", :notice, true
+    end
+  end
+
+  #----------------------------------------------------------------------------
+  def reassign(id)
+    update_page do |page|
+      if @view == "pending" && @task.assigned_to != @current_user.id
+        page << hide_task_and_possibly_bucket(id, @task_before_update.bucket)
+        page << tasks_flash("#{t(:task_assigned, @task.assignee.full_name)} (" << link_to(t(:view_assigned_tasks), url_for(:controller => :tasks, :view => :assigned)) << ").")
+      elsif @view == "assigned" && @task.assigned_to.blank?
+        page << hide_task_and_possibly_bucket(id, @task_before_update.bucket)
+        page << tasks_flash("#{t(:task_pending)} (" << link_to(t(:view_pending_tasks), tasks_url) << ").")
+      else
+        page << replace_content(@task, @task.bucket)
+      end
+      page << refresh_sidebar(:index, :filters)
+    end
+  end
+
+  #----------------------------------------------------------------------------
+  def reschedule(id)
+    update_page do |page|
+      page << hide_task_and_possibly_bucket(id, @task_before_update.bucket)
+      page << insert_content(@task, @task.bucket, @view)
+      page << refresh_sidebar(:index, :filters)
+    end
+  end
+
+end
+

data/app/helpers/users_helper.rb

@@ -0,0 +1,40 @@
+# 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/>.
+#------------------------------------------------------------------------------
+
+module UsersHelper
+
+  def language_for(user)
+    if user.preference[:locale]
+      locale, language = languages.detect{ |locale, language| locale == user.preference[:locale] }
+    end
+    language || "English"
+  end
+
+  def sort_by_language
+    languages.sort.map do |locale, language|
+      %Q[{ name: "#{language}", on_select: function() { #{redraw(:locale, [ locale, language ], url_for(:action => :redraw))} } }]
+    end
+  end
+  
+  def user_select(asset)
+    collection_select asset, :assigned_to, @users, :id, :full_name,
+                      { :include_blank => "" }, 
+                      { :"data-placeholder" => t(:myself),
+                        :style => "width:160px" } 
+  end
+end
+

data/app/inputs/date_time_input.rb

@@ -0,0 +1,39 @@
+class DateTimeInput < SimpleForm::Inputs::DateTimeInput
+  include ActionView::Helpers::TagHelper
+  include ActionView::Helpers::JavaScriptHelper
+
+  def input
+    add_autocomplete!
+    field = @builder.text_field(
+      attribute_name,
+      input_html_options.merge(datetime_options(object.send(attribute_name)))
+    )
+    element_id = field[/id="([a-z0-9_]*)"/, 1]
+    field << javascript_tag(%Q{crm.date_select_popup('#{element_id}', false, #{!!(input_type =~ /time/)});})
+  end
+
+  def label_target
+    attribute_name
+  end
+
+  private
+
+    def datetime_options(value = nil)
+      return {} if value.nil?
+      params = if input_type =~ /time/
+        [value.localtime, {:format => :mmddyyyy_hhmm}]
+      else
+        [value.to_date, {:format => :mmddyyyy}]
+      end
+      { :value => I18n.localize(*params).html_safe }
+    end
+
+    def has_required?
+      options[:required]
+    end
+
+    def add_autocomplete!
+      input_html_options[:autocomplete] ||= 'off'
+    end
+end
+

data/app/inputs/text_input.rb

@@ -0,0 +1,6 @@
+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/account.rb

@@ -0,0 +1,138 @@
+# 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/>.
+#------------------------------------------------------------------------------
+
+# == Schema Information
+#
+# Table name: accounts
+#
+#  id              :integer         not null, primary key
+#  user_id         :integer
+#  assigned_to     :integer
+#  name            :string(64)      default(""), not null
+#  access          :string(8)       default("Public")
+#  website         :string(64)
+#  toll_free_phone :string(32)
+#  phone           :string(32)
+#  fax             :string(32)
+#  deleted_at      :datetime
+#  created_at      :datetime
+#  updated_at      :datetime
+#  email           :string(64)
+#  background_info :string(255)
+#  rating          :integer         default(0), not null
+#  category        :string(32)
+#
+
+class Account < ActiveRecord::Base
+  belongs_to  :user
+  belongs_to  :assignee, :class_name => "User", :foreign_key => :assigned_to
+  has_many    :account_contacts, :dependent => :destroy
+  has_many    :contacts, :through => :account_contacts, :uniq => true
+  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
+
+  accepts_nested_attributes_for :billing_address, :allow_destroy => true
+  accepts_nested_attributes_for :shipping_address, :allow_destroy => true
+
+  scope :state, lambda { |filters|
+    where('category IN (?)' + (filters.delete('other') ? ' OR category IS NULL' : ''), filters)
+  }
+  scope :created_by, lambda { |user| where(:user_id => user.id) }
+  scope :assigned_to, lambda { |user| where(:assigned_to => user.id) }
+
+  scope :text_search, lambda { |query|
+    query = query.gsub(/[^\w\s\-\.'\p{L}]/u, '').strip
+    where('upper(name) LIKE upper(:m) OR upper(email) LIKE upper(:m)', :m => "%#{query}%")
+  }
+
+  uses_user_permissions
+  acts_as_commentable
+  acts_as_taggable_on :tags
+  has_paper_trail
+  has_fields
+  exportable
+  sortable :by => [ "name ASC", "rating DESC", "created_at DESC", "updated_at DESC" ], :default => "created_at DESC"
+
+  validates_presence_of :name, :message => :missing_account_name
+  validates_uniqueness_of :name, :scope => :deleted_at
+  validate :users_for_shared_access
+  before_save :nullify_blank_category
+
+  # Default values provided through class methods.
+  #----------------------------------------------------------------------------
+  def self.per_page ; 20     ; end
+  def self.outline  ; "long" ; end
+
+  # Extract last line of billing address and get rid of numeric zipcode.
+  #----------------------------------------------------------------------------
+  def location
+    return "" unless self[:billing_address]
+    location = self[:billing_address].strip.split("\n").last
+    location.gsub(/(^|\s+)\d+(:?\s+|$)/, " ").strip if location
+  end
+
+  # Attach given attachment to the account if it hasn't been attached already.
+  #----------------------------------------------------------------------------
+  def attach!(attachment)
+    unless self.send("#{attachment.class.name.downcase}_ids").include?(attachment.id)
+      self.send(attachment.class.name.tableize) << attachment
+    end
+  end
+
+  # Discard given attachment from the account.
+  #----------------------------------------------------------------------------
+  def discard!(attachment)
+    if attachment.is_a?(Task)
+      attachment.update_attribute(:asset, nil)
+    else # Contacts, Opportunities
+      self.send(attachment.class.name.tableize).delete(attachment)
+    end
+  end
+
+  # Class methods.
+  #----------------------------------------------------------------------------
+  def self.create_or_select_for(model, params, users)
+    if params[:id].present?
+      account = Account.find(params[:id])
+    else
+      account = Account.new(params)
+      if account.access != "Lead" || model.nil?
+        account.save_with_permissions(users)
+      else
+        account.save_with_model_permissions(model)
+      end
+    end
+    account
+  end
+
+  private
+  # Make sure at least one user has been selected if the account is being shared.
+  #----------------------------------------------------------------------------
+  def users_for_shared_access
+    errors.add(:access, :share_account) if self[:access] == "Shared" && !self.permissions.any?
+  end
+
+  def nullify_blank_category
+    self.category = nil if self.category.blank?
+  end
+end
+

data/app/models/base/account_contact.rb

@@ -0,0 +1,37 @@
+# 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/>.
+#------------------------------------------------------------------------------
+
+# == Schema Information
+#
+# Table name: account_contacts
+#
+#  id         :integer         not null, primary key
+#  account_id :integer
+#  contact_id :integer
+#  deleted_at :datetime
+#  created_at :datetime
+#  updated_at :datetime
+#
+
+class AccountContact < ActiveRecord::Base
+  belongs_to :account
+  belongs_to :contact
+  validates_presence_of :account_id, :contact_id
+
+  # has_paper_trail
+end
+