fat_free_crm 0.11.0

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

@@ -0,0 +1,20 @@
+%p
+  = link_to_close options_accounts_path
+  = hidden_field_tag "account[user_id]", @current_user.id
+
+  - current_sort_by = t("option_" + Account.sort_by_map.invert[@sort_by])
+  - current_outline = t("option_#{@outline}")
+  - current_naming  = t("option_#{@naming}")
+
+  -# sort_by: Sort {{models}} by {{field}}.
+  = t(:sort_by, :models => t(:accounts_small), :field => link_to(current_sort_by, "#", :id => :sort_by)).html_safe
+
+  -# show_per_page: Show {{number}} {{models}} per page using {{fmt}} format.
+  = t(:show_per_page, :number => link_to(@per_page, "#", :id => :per_page), :models => t(:accounts_small), :fmt => link_to(current_outline, "#", :id => :outline)).html_safe
+
+%p
+
+%script
+  = render "shared/sort_by"
+  = render "shared/per_page"
+  = render "shared/outline"

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

@@ -0,0 +1,24 @@
+- edit ||= false
+- collapsed = session[:account_permissions].nil? # && @account.errors.empty?
+= subtitle :account_permissions, collapsed, t(:permissions)
+.section
+  %small#account_permissions_intro{ hidden_if(!collapsed) }
+    = get_default_permissions_intro(@account.access, t(:account_small)) unless edit
+  #account_permissions{ hidden_if(collapsed) }
+    .radio_box
+      = f.radio_button :access, "Private", :onclick => "$('people').hide()"
+      = label "account[access]", :private, t(:keep_private), :style => "cursor:pointer"
+    .radio_box
+      = f.radio_button :access, "Public", :onclick => "$('people').hide()"
+      = label "account[access]", :public, t(:make_public), :style => "cursor:pointer"
+    .radio_box
+      = f.radio_button :access, "Shared", :onclick => "$('people').show()"
+      = label "account[access]", :shared, t(:share_with), :style => "cursor:pointer"
+
+    #people{ hidden_if(@account.access != "Shared") }
+      %div{ :style => "padding: 6px 0px 0px 20px" }
+        - for user in @users
+          .check_box
+            -# Preserve state of the checkboxes if the form gets redrawn on errors.
+            = check_box_tag "users[]", user.id, @account.permissions.map(&:user_id).include?(user.id) || (params[:users] && params[:users].include?(user.id.to_s)), :id => "user_#{user.id}"
+            = label_tag "user_#{user.id}", h(user.full_name), :style => "cursor:pointer"

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

@@ -0,0 +1,21 @@
+.filters#filters
+  = render "shared/search"
+  = hook(:index_account_sidebar_bottom, self)
+  - Setting.account_category.each do |key|
+    .check_box{:style => "border-bottom: 1px silver dotted;"}
+      %div{:style => "float:right;"}
+        = @account_category_total[key]
+      = account_category_checbox(key, @account_category_total[key])
+      = label_tag(key, t(key))
+
+  .check_box{:style => "border-bottom: 1px silver dotted;"}
+    %div{:style => "float:right;"}
+      = @account_category_total[:other]
+    = account_category_checbox("other", @account_category_total[:other])
+    = label_tag(:other, t(:other))
+
+  .check_box
+    %div{:style => "float:right;"}
+      %b= @account_category_total[:all]
+    %b #{t :total_accounts}
+  = hook(:index_account_sidebar_bottom, self)

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

@@ -0,0 +1,57 @@
+- won = @account.opportunities.won.map(&:amount).compact.sum
+- lost = @account.opportunities.lost.map(&:amount).compact.sum
+- pipeline = @account.opportunities.pipeline.map(&:weighted_amount).compact.sum
+
+.panel#summary
+  %h4= h(@account.name)
+  - if @account.website
+    %div
+      %b= link_to(truncate(@account.website, :length => 30), @account.website.to_url, :"data-popup" => true, :title => t(:open_in_window, @account.website))
+  - if @account.email.present?
+    %div
+      %b= link_to_email(@account.email, 30)
+
+  %div
+    - if @account.toll_free_phone
+      #{t :phone_toll_free}: <b>#{@account.toll_free_phone}</b><br />
+
+    - if @account.phone
+      #{t :phone}: <b>#{@account.phone}</b><br />
+
+    - if @account.fax
+      #{t :fax}: <b>#{@account.fax}</b><br />
+
+  %div= render "shared/address_show", :asset => @account, :type => 'billing', :title => :billing_address
+  %div= render "shared/address_show", :asset => @account, :type => 'shipping', :title => :shipping_address
+
+  .caption #{t :account_summary}
+  %li
+    %dt= pipeline != 0.0 ? number_to_currency(pipeline, :precision => 0) : t(:n_a)
+    %tt #{t :pipeline}:
+  %li
+    %dt= won != 0.0 ? number_to_currency(won, :precision => 0) : t(:n_a)
+    %tt #{t :won}:
+  %li
+    %dt= lost != 0.0 ? number_to_currency(lost, :precision => 0) : t(:n_a)
+    %tt #{t :lost}:
+  %li
+    %dt= @account.category ? t(@account.category) : t(:other)
+    %tt #{t :category}:
+  %li
+    %span{:style => "float:right;"}= stars_for(@account)
+    %tt #{t :rating}:
+  %li.last
+    %dt= truncate((@account.assigned_to ? @account.assignee.full_name : @account.user.full_name), :length => 16)
+    %tt #{t :assigned_to}:
+
+  - unless @account.background_info.blank?
+    .caption #{t :background_info}
+    = auto_link(simple_format @account.background_info).html_safe
+
+  = render "fields/sidebar_show", :asset => @account
+
+  - if @account.tag_list.present?
+    %dt
+      .tags= tags_for_index(@account)
+
+  = hook(:show_account_sidebar_bottom, self, :account => @account)

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

@@ -0,0 +1,29 @@
+= hook(:account_top_section, self, :f => f) do
+  .section
+    %table
+      %tr
+        %td(colspan="5")
+          .label.top.req #{t :name}:
+          = f.text_field :name, :style => "width:500px"
+      %tr
+        %td
+          .label #{t :assigned_to}:
+          = user_select(:account)
+        %td= spacer
+        %td
+          .label #{t :category}:
+          = f.select :category, Setting.unroll(:account_category), { :selected => (@account.category || "other").to_sym, :include_blank => t(:other) }, { :style => "width:160px" }
+        %td= spacer
+        %td
+          .label #{t :rating}:
+          = rating_select "account[rating]", { :id => :account_rating, :selected => @account.rating, :style => "width:160px" }
+
+      - if Setting.background_info && Setting.background_info.include?(:account)
+        %tr
+          %td(colspan="5")
+            .label= t(:background_info) << ':'
+            = f.text_area :background_info, :style =>"width:500px", :rows => 3
+
+      = render :partial => "/shared/tags", :locals => {:f => f, :span => 3}
+
+      = hook(:account_top_section_bottom, self, :f => f)

data/app/views/accounts/contacts.js.rjs

@@ -0,0 +1,3 @@
+@contacts = @account.contacts.paginate(:page => params[:page], :per_page => 20)
+page['contacts'].replace_html :partial => 'contacts/contact', :collection => @contacts
+page['contacts_pagination'].replace will_paginate(@contacts, :id => true, :params => {:action => :contacts})

data/app/views/accounts/create.js.rjs

@@ -0,0 +1,15 @@
+if @account.valid?
+  page[:create_account_arrow].replace_html "►"
+  page[:create_account_title].replace_html t(:accounts)
+  page.visual_effect :toggle_blind, :create_account, :duration => 0.3, :afterFinish => 'function(effect) {effect.element.update("")}'
+  page.insert_html :top, :accounts, :partial => "account", :collection => [ @account ]
+  page[dom_id(@account)].visual_effect :highlight, :duration => 1.5
+  page << refresh_sidebar(:index, :filters)
+  page[:paginate].replace_html :partial => "shared/paginate"
+  page.call "crm.flick", :empty, :remove
+else
+  page[:create_account].replace_html :partial => "new"
+  page.call "crm.init_chosen_fields"
+  page[:create_account].visual_effect :shake, :duration => 0.25, :distance => 6
+  page[:account_name].focus
+end

data/app/views/accounts/destroy.js.rjs

@@ -0,0 +1,3 @@
+page[dom_id(@account)].visual_effect :blind_up, :duration => 0.25
+page << refresh_sidebar(:index, :filters)
+page[:paginate].replace_html :partial => "shared/paginate"

data/app/views/accounts/edit.js.rjs

@@ -0,0 +1,35 @@
+id = dom_id(@account)
+
+if params[:cancel].true? # <--------------------- Hide [Edit Account]
+
+  if called_from_landing_page?
+    page.call "crm.flip_form", :edit_account
+    page.call "crm.set_title", :edit_account, @account.name
+  else                                            # Called from accounts list item...
+    page[id].replace :partial => "account", :collection => [ @account ]
+  end
+
+else # <----------------------------------------  Show [Edit Account] form.
+
+  if params[:cancel].blank?                       # Called from accounts list item...
+    if @previous                                  # Hide open [Edit Account] form if any.
+      if @previous.is_a?(Account)
+        page[dom_id(@previous)].replace :partial => "account", :collection => [ @previous ]
+      else
+        page.call "crm.flick", "account_#{@previous}", :remove
+      end
+    end
+    page.call "crm.highlight_off", id             # Disable onMouseOver for the list item.
+    page.call "crm.hide_form", :create_account    # Hide [Create Account] form if any.
+    page[id].replace_html :partial => "edit"      # Show [Edit Account] form.
+    page.call "crm.init_chosen_fields"
+
+  elsif params[:cancel].false?                    # Called from title of the account landing page...
+    page[:edit_account].replace_html :partial => "edit"
+    page.call "crm.init_chosen_fields"
+    page.call "crm.flip_form", :edit_account
+    page.call "crm.set_title", :edit_account, "#{t :edit} #{@account.name}"
+  end
+  page[:account_name].focus
+
+end

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

@@ -0,0 +1,25 @@
+= styles_for :account
+
+.title_tools
+  = link_to_inline(:create_account, new_account_path, :text => t(:create_account)) << " | "
+  - if Setting.advanced_search_enabled
+    = link_to_inline(:advanced_search, advanced_search_accounts_path, :text => t(:advanced_search)) << " | "
+  = link_to_inline(:options, options_accounts_path, :text=> t(:options))
+
+.title
+  %span#create_account_title #{t :accounts}
+  = image_tag("loading.gif", :size => "16x16", :id => "loading", :style => "display: none;")
+.remote#options{ hidden }
+.remote#advanced_search{ hidden_if(!params[:q]) }
+  - if @search
+    = render :partial => "advanced_search"
+.remote#create_account{ hidden }
+
+.list#accounts
+  - if @accounts.any?
+    = render @accounts
+  - else
+    = render "shared/empty"
+
+#paginate= render "shared/paginate"
+#export= render "shared/export"

data/app/views/accounts/index.js.rjs

@@ -0,0 +1,6 @@
+unless @accounts.blank?
+  page[:accounts].replace_html render @accounts
+else
+  page[:accounts].replace_html :partial => "shared/empty"
+end
+page[:paginate].replace_html :partial => "shared/paginate"

data/app/views/accounts/new.js.rjs

@@ -0,0 +1,11 @@
+page.call "crm.flick", :empty, :toggle
+page.call "crm.hide_form", :options if called_from_index_page?
+page.call "crm.flip_form", :create_account
+
+unless params[:cancel].true?
+  page[:create_account].replace_html :partial => "new"
+  page.call "crm.init_chosen_fields"
+  page.call "crm.set_title", :create_account, t(:create_account)
+else
+  page.call "crm.set_title", :create_account, t(:accounts)
+end

data/app/views/accounts/opportunities.js.rjs

@@ -0,0 +1,3 @@
+@opportunities = @account.opportunities.paginate(:page => params[:page], :per_page => 20)
+page['opportunities'].replace_html :partial => 'opportunities/opportunity', :collection => @opportunities
+page['opportunities_pagination'].replace will_paginate(@opportunities, :id => true, :params => {:action => :opportunities})

data/app/views/accounts/options.js.rjs

@@ -0,0 +1,10 @@
+page.call "crm.flick", :empty, :toggle
+page.call "crm.hide_form", :create_account
+page.call "crm.flip_form", :options
+
+unless params[:cancel].true?
+  page[:options].replace_html :partial => "options"
+  page.call "crm.set_title", :create_account, t(:accounts_options)
+else
+  page.call "crm.set_title", :create_account, t(:accounts)
+end

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

@@ -0,0 +1,42 @@
+= styles_for :task, :contact, :opportunity
+
+#confirm{ hidden }
+.title_tools#menu
+  = link_to_inline(:edit_account, edit_account_path(@account), :text => t(:edit)) + " | "
+  = link_to_function(t(:delete) + '?', confirm_delete(@account))
+.title#edit_account_title= h(@account.name)
+
+%div#edit_account{ hidden }
+
+= render "comments/new", :commentable => @account
+= render :partial => "shared/timeline", :collection => @timeline
+
+= hook(:show_account_bottom, self) do
+
+  = section(@account, :tasks)
+  .log#tasks
+    = render "shared/tasks"
+
+  = section(@account, :contacts)
+  .list#contacts
+    - @contacts = @account.contacts.paginate(:page => 1, :per_page => 20)
+    = render :partial => "contacts/contact", :collection => @contacts
+  = will_paginate @contacts, :id => true, :params => {:action => :contacts}
+
+  = section(@account, :opportunities)
+  .list#opportunities
+    - @opportunities = @account.opportunities.paginate(:page => 1, :per_page => 20)
+    = render :partial => "opportunities/opportunity", :collection => @opportunities
+  = will_paginate @opportunities, :id => true, :params => {:action => :opportunities}
+
+  = load_select_popups_for(@account, :tasks, :contacts, :opportunities)
+
+  %br( style="clear:both" )
+
+  - if Setting.paper_trail_ui_enabled
+    %br
+    = content_tag(:div, t(:versions), :class => :subtitle)
+    .list#versions
+      - @versions = @account.versions.except(:order).order('created_at DESC').paginate(:page => 1, :per_page => 20)
+      = render :partial => "versions/version", :collection => @versions
+    = will_paginate @versions, :id => true, :params => {:action => :versions}

data/app/views/accounts/update.js.rjs

@@ -0,0 +1,17 @@
+id = called_from_landing_page? ? "edit_account" : dom_id(@account)
+
+if @account.errors.empty?
+  if called_from_landing_page?
+    page.call "crm.flip_form", :edit_account
+    page.call "crm.set_title", :edit_account, @account.name
+    page << refresh_sidebar(:show, :summary)
+  else
+    page[id].replace :partial => "account", :collection => [ @account ]
+    page[id].visual_effect :highlight, :duration => 1.0
+    page << refresh_sidebar(:index, :filters)
+  end
+else  
+  page[id].replace_html :partial => "edit"
+  page[id].visual_effect :shake, :duration => 0.25, :distance => 6
+  page[:account_name].focus
+end

data/app/views/admin/field_groups/_confirm.html.haml

@@ -0,0 +1,5 @@
+.confirm[@field_group, :confirm]
+  #{t :field_group_confirm_delete}
+  #{t :delete} <b>#{@field_group.name}</b>?
+  = link_to_confirm_delete(@field_group) << " : "
+  = link_to_function(t(:no_button), "crm.flick('#{dom_id(@field_group, :confirm)}', 'remove')")

data/app/views/admin/field_groups/_edit.html.haml

@@ -0,0 +1,8 @@
+= form_for([:admin, @field_group], :html => one_submit_only(:field_group), :remote => true) do |f|
+  = link_to_close edit_admin_field_group_path(@field_group)
+  = f.error_messages
+  = render :partial => "top_section", :locals => { :f => f, :edit => true }
+  .buttonbar
+    = f.submit t(:save_field_group), :id => :field_group_submit
+    or
+    = link_to_cancel edit_admin_field_group_path(@field_group)

data/app/views/admin/field_groups/_field_group.html.haml

@@ -0,0 +1,27 @@
+- asset = field_group.klass_name.downcase
+
+.field_group[field_group]
+  - edit_form_id = dom_id(field_group, :edit)
+  - create_form_id = dom_id(field_group, :create_field)
+
+  .subtitle_tools
+    - unless field_group.name == "custom_fields"
+      = link_to_inline(edit_form_id, edit_admin_field_group_path(field_group), :text => t(:edit_field_group))
+      |
+    = link_to_inline(create_form_id, new_admin_field_path(:field_group_id => field_group.id), :text => t(:create_field))
+    - unless field_group.name == "custom_fields"
+      |
+      = link_to_confirm(field_group)
+
+  .subtitle{ :id => "#{dom_id(field_group)}_title" }= field_group_subtitle(field_group)
+
+  .remote{ hidden.merge(:id => edit_form_id) }
+  .remote{ hidden.merge(:id => create_form_id) }
+
+  .list{ :id => dom_id(field_group, :fields) }
+    - if (fields = field_group.fields).present?
+      = render :partial => "admin/fields/field", :collection => fields
+    - else
+      %div{:id => "empty_#{asset}_field_group_#{field_group.id}"}
+        = t(:field_group_empty)
+        = link_to_inline(create_form_id, new_admin_field_path(:field_group_id => field_group.id), :plain => true, :text => t(:create_field))

data/app/views/admin/field_groups/_new.html.haml

@@ -0,0 +1,10 @@
+- path = new_admin_field_group_path(:klass_name => @field_group.klass_name)
+
+= form_for([:admin, @field_group], :html => one_submit_only(:field_group), :remote => true) do |f|
+  = link_to_close path
+  = f.error_messages
+  = render :partial => "top_section", :locals => { :f => f }
+  .buttonbar
+    = f.submit t(:create_field_group), :id => :field_group_submit
+    or
+    = link_to_cancel path

data/app/views/admin/field_groups/_top_section.html.haml

@@ -0,0 +1,13 @@
+.section
+  = f.hidden_field :klass_name
+
+  %table
+    %tr
+      %td
+        .label.top.req= t(:label) + ":"
+        = f.text_field :label
+      %td= spacer
+      %td
+        .label.top= t(:restrict_by_tag) + ":"
+        %small= t(:restrict_by_tag_info, :assets => f.object.klass_name.downcase.pluralize) + ":"
+        = f.select :tag_id, Tag.all.map { |tag| [tag.name, tag.id] }, :include_blank => true

data/app/views/admin/field_groups/confirm.js.rjs

@@ -0,0 +1,6 @@
+id = dom_id(@field_group, :confirm)
+page << "if ($('#{id}')) {"
+  page.call "crm.flick", id, :remove
+page << "} else {"
+  page.insert_html :top, dom_id(@field_group), :partial => "confirm"
+page << "}"

data/app/views/admin/field_groups/create.js.rjs

@@ -0,0 +1,21 @@
+asset = @field_group.klass_name.downcase
+klass = @field_group.klass
+id = "#{asset}_create_field_group"
+container_id = "#{asset}_field_groups"
+
+if @field_group.valid?
+  page["#{id}_arrow"].replace_html "►"
+  page.visual_effect :toggle_blind, id, :duration => 0.3, :afterFinish => 'function(effect) {effect.element.update("")}'
+  page.insert_html :top, container_id, :partial => "field_group", :collection => [ @field_group ]
+  group_list_ids = klass.field_groups.map {|field_group| dom_id(field_group, :fields)}
+  klass.field_groups.each do |field_group|
+    page.insert_html :bottom, container_id, sortable_element(dom_id(field_group, :fields), :url => sort_admin_fields_path(:field_group_id => field_group.id), :containment => group_list_ids, :dropOnEmpty => true)
+  end
+  page.insert_html :bottom, container_id, sortable_element(container_id, :url => sort_admin_field_groups_path(:asset => asset), :tag => :div)
+  page[dom_id(@field_group)].visual_effect :highlight, :duration => 1.5
+  page.call "crm.flick", :empty, :remove
+else
+  page[id].replace_html :partial => "new"
+  page[id].visual_effect :shake, :duration => 0.25, :distance => 6
+end
+