fat_free_crm 0.11.0

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

@@ -0,0 +1,3 @@
+@opportunities = @campaign.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/campaigns/options.js.rjs

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

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

@@ -0,0 +1,44 @@
+= styles_for :task, :lead, :opportunity
+
+#confirm{ hidden }
+.title_tools#menu
+  = link_to_inline(:edit_campaign, edit_campaign_path(@campaign), :text => t(:edit)) + " | "
+  = link_to_function(t(:delete) + '?', confirm_delete(@campaign))
+.title#edit_campaign_title= h(@campaign.name)
+
+%div#edit_campaign{ hidden }
+
+= render "comments/new", :commentable => @campaign
+= render :partial => "shared/timeline", :collection => @timeline
+
+= hook(:show_campaign_bottom, self) do
+
+  = section(@campaign, :tasks)
+  .log#tasks
+    = render "shared/tasks"
+
+  = section(@campaign, :leads)
+  .list#leads
+    - @leads = @campaign.leads.paginate(:page => 1, :per_page => 20)
+    = render :partial => "leads/lead", :collection => @campaign.leads.paginate(:page => 1, :per_page => 20)
+  = will_paginate @leads, :id => true, :params => {:action => :leads}
+
+  %br( style="clear:both" )
+
+  = section(@campaign, :opportunities)
+  .list#opportunities
+    - @opportunities = @campaign.opportunities.paginate(:page => 1, :per_page => 20)
+    = render :partial => "opportunities/opportunity", :collection => @campaign.opportunities.paginate(:page => 1, :per_page => 20)
+  = will_paginate @opportunities, :id => true, :params => {:action => :opportunities}
+
+  = load_select_popups_for(@campaign, :tasks, :leads, :opportunities)
+
+  %br( style="clear:both" )
+
+  - if Setting.paper_trail_ui_enabled
+    %br
+    = content_tag(:div, t(:versions), :class => :subtitle)
+    .list#versions
+      - @versions = @campaign.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/campaigns/update.js.rjs

@@ -0,0 +1,23 @@
+id = called_from_landing_page? ? "edit_campaign" : dom_id(@campaign)
+
+if @campaign.errors.empty?
+  if called_from_landing_page?
+    page.call "crm.flip_form", :edit_campaign
+    page.call "crm.set_title", :edit_campaign, @campaign.name
+    page << refresh_sidebar(:show, :summary)
+  else
+    page[id].replace :partial => "campaign", :collection => [ @campaign ]
+    page[id].visual_effect :highlight, :duration => 1.0
+    page << refresh_sidebar(:index, :filters)
+  end
+else
+  page[id].replace_html :partial => "edit"
+  page.call "crm.date_select_popup", :campaign_starts_on
+  page.call "crm.date_select_popup", :campaign_ends_on
+  page[id].visual_effect :shake, :duration => 0.25, :distance => 6
+  if @campaign.errors[:name].blank? and @campaign.errors[:ends_on].present?
+    page[:campaign_ends_on].focus
+  else
+    page[:campaign_name].focus
+  end
+end

data/app/views/comments/_comment.html.haml

@@ -0,0 +1,25 @@
+- truncated = simple_format h(truncate(comment.comment.gsub("\n", " "), :length => 125))
+- formatted = defined?(RedCloth) ? RedCloth.new(h(comment.comment)).to_html.html_safe : simple_format(h(comment.comment)).html_safe
+- collapsable = formatted.size > 150
+
+%li[comment]{ highlightable(dom_id(comment, :tools), :off => "#f2f2f2") }
+  .body
+    = link_to avatar_for(comment.user, :size => "25x25"), user_path(comment.user)
+    .tools{ invisible, :id => dom_id(comment, :tools) }
+      = link_to_edit(comment) + " | "
+      = link_to_delete(comment)
+
+    = link_to(comment.user.full_name, user_path(comment.user)) + ","
+    %tt
+      added note #{t(:time_ago, distance_of_time_in_words(Time.now, comment.created_at))}
+      - if collapsable
+        = " | ".html_safe + link_to_function(comment.collapsed? ? t(:more) : t(:less), "crm.flip_note_or_email(this, '#{t(:more)}', '#{t(:less)}')", :class => "toggle")
+
+    - if collapsable
+      %dt{ hidden_if(comment.expanded?), :id => dom_id(comment, :truncated) }
+        = truncated
+      %dt.textile{ hidden_if(comment.collapsed?), :id => dom_id(comment, :formatted) }
+        = auto_link(formatted).html_safe
+    - else
+      %dt.textile= auto_link(formatted).html_safe
+

data/app/views/comments/_edit.html.haml

@@ -0,0 +1,12 @@
+- class_name = commentable.class.name.downcase
+.comment{:style => "margin: 5px 0px 0px 0px"}
+  = link_to avatar_for(@current_user, :size => "25x25"), user_path(@current_user)
+  = form_for(@comment, :remote => true) do |f|
+    = hidden_field_tag "comment[user_id]", @comment.user_id || @current_user.id
+    = hidden_field_tag "comment[commentable_id]", commentable.id
+    = hidden_field_tag "comment[commentable_type]", class_name.capitalize
+    = f.text_area :comment, :id => dom_id(@comment, :text)
+    %div{:style => "padding:6px 0px 0px 40px;"}
+      = f.submit t(:save_note)
+      #{t :or}
+      = link_to(t(:cancel), edit_comment_path("#{class_name}_id" => commentable) + '?cancel=true', :remote => true)

data/app/views/comments/_new.html.haml

@@ -0,0 +1,27 @@
+- class_name = commentable.class.name.downcase
+- id_prefix = "#{class_name}_#{commentable.id}"
+.comment.new_comment{ {:id => "#{class_name}_#{commentable.id}_comment_new"}.merge(highlightable("#{class_name}_#{commentable.id}_comment_new_tools", :off => "#f2f2f2")) }
+
+  -# Two hidden fields store the IDs of notes and emails shown for the asset. These IDs are used
+  -# by [Expand/Collapse All]. The contents gets updated by actions such as [Add] or [Delete].
+  = hidden_field_tag :shown_notes, "#{commentable.comment_ids.join(',')}", :id => "#{id_prefix}_shown_notes"
+  = hidden_field_tag :shown_emails, "#{commentable.email_ids.join(',')}", :id => "#{id_prefix}_shown_emails"
+
+  = link_to avatar_for(@current_user, :size => "25x25"), user_path(@current_user)
+  .tools{ {:id => "#{id_prefix}_comment_new_tools"}.merge(invisible) }
+    = link_to_function(t(:expand_all), "crm.flip_notes_and_emails('#{t(:expanded)}', '#{t(:more)}', '#{t(:less)}', '#{id_prefix}')") << " | "
+    = link_to_function(t(:collapse_all), "crm.flip_notes_and_emails('#{t(:collapsed)}', '#{t(:more)}', '#{t(:less)}', '#{id_prefix}')")
+
+  %div{ {:id => "#{id_prefix}_post"}.merge(hidden_if(true))}
+    = form_for(@comment, :remote => true, :html => {:id => "#{id_prefix}_new_comment"}) do |f|
+      = hidden_field_tag "comment[user_id]", @current_user.id, :id => "#{id_prefix}_comment_user_id"
+      = hidden_field_tag "comment[commentable_id]", commentable.id, :id => "#{id_prefix}_comment_commentable_id"
+      = hidden_field_tag "comment[commentable_type]", class_name.capitalize, :id => "#{id_prefix}_comment_commentable_type"
+      = f.text_area :comment, :id => "#{id_prefix}_comment_comment"
+      %div{:style => "padding:6px 0px 0px 40px;"}
+        = f.submit t(:add_note), :id => "#{id_prefix}_comment_submit"
+        #{t :or}
+        = link_to(t(:cancel), new_comment_path("#{class_name}_id" => commentable) + '&cancel=true', :remote => true)
+  %div{ {:id => "#{id_prefix}_ask"}.merge(hidden_if(false))}
+    = text_field_tag :post_new_note, t(:add_note_help), :onclick => remote_function(:url => new_comment_path("#{class_name}_id" => commentable), :method => :get), :id => "#{id_prefix}_post_new_note"
+

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

@@ -0,0 +1,11 @@
+class_name = @comment.commentable.class.name.downcase
+id_prefix = "#{class_name}_#{@comment.commentable.id}"
+
+if @comment.valid?
+  page.insert_html :after, "#{id_prefix}_comment_new", :partial => "comment", :locals => { :comment => @comment }
+  page[dom_id(@comment)].visual_effect :highlight, :duration => 1.5
+end
+page["#{id_prefix}_shown_notes"].value = @comment.commentable.comment_ids.join(',')
+page["#{id_prefix}_comment_comment"].clear
+page["#{id_prefix}_comment_comment"].focus
+

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

@@ -0,0 +1,6 @@
+class_name = @comment.commentable.class.name.downcase
+id_prefix = "#{class_name}_#{@comment.commentable.id}"
+
+page["#{id_prefix}_shown_notes"].value = @comment.commentable.comment_ids.join(',')
+page[dom_id(@comment)].visual_effect "blind_up", :duration => 0.25
+

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

@@ -0,0 +1,11 @@
+id = dom_id(@comment)
+
+if params[:cancel].true?     # <----------------- Hide [Edit Comment]
+  page[id].replace :partial => "comment", :collection => [ @comment ]
+
+else # <----------------------------------------- Show [Edit Comment] form.
+
+  page.call "crm.highlight_off", id             # Disable onMouseOver for the list item.
+  page[id].replace_html :partial => "edit", :locals => { :commentable => @comment.commentable }
+  page[dom_id(@comment, :text)].focus
+end

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

@@ -0,0 +1,12 @@
+id_prefix = "#{@commentable}_" + params["#{@commentable}_id"]
+
+
+if session["#{@commentable}_new_comment"]
+  page["#{id_prefix}_ask"].hide
+  page["#{id_prefix}_post"].show
+  page["#{id_prefix}_comment_comment"].focus
+else
+  page["#{id_prefix}_post"].hide
+  page["#{id_prefix}_ask"].show
+end
+

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

@@ -0,0 +1,11 @@
+id = dom_id(@comment)
+
+if @comment.errors.empty?
+  page[id].replace :partial => "comment", :collection => [ @comment ]
+  page[id].visual_effect :highlight, :duration => 1.0
+else
+  page[id].replace_html :partial => "edit"
+  page[id].visual_effect :shake, :duration => 0.25, :distance => 6
+  page[:comment_comment].focus
+end
+

data/app/views/contacts/_contact.html.haml

@@ -0,0 +1,34 @@
+- gravatar_size = @current_user.preference[:contacts_outline] == "brief" ? "16x16" : "30x30"
+
+%li[contact]{ highlightable(dom_id(contact, :tools)) }
+  = gravatar_for(contact, :size => gravatar_size)
+
+  .tools{ invisible, :id => dom_id(contact, :tools) }
+    = hook(:contact_tools_before, self, :contact => contact)
+    = link_to_edit(contact) + " | "
+    = link_to_discard(contact) + " | " if shown_on_landing_page?
+    = link_to_delete(contact)
+
+  .indentslim
+    = link_to(h(contact.full_name(@current_user.preference[:contacts_naming])), contact)
+    %tt
+      - if contact.title? && contact.department?
+        = h(contact.title) << ", " << h(contact.department)
+      - else
+        = h(contact.title) if contact.title?
+      - if contact.account && contact.account.name?
+        == #{t :at} #{link_to h(contact.account.name), account_path(contact.account)}
+      - if contact.lead and contact.lead.referred_by?
+        &ndash;
+        = #{t :referred_by_small} #{contact.lead.referred_by}"
+    - unless @current_user.preference[:contacts_outline] == "brief"
+      %dt{ :style => "padding: 2px 0px 0px 0px" }
+        = link_to_email(contact.email) << " | " if contact.email.present?
+        = "#{t :phone_small}: <b>".html_safe + h(contact.phone) << "</b> | ".html_safe if contact.phone.present?
+        = "#{t :mobile_small}: <b>".html_safe + h(contact.mobile) << "</b> | ".html_safe if contact.mobile.present?
+        = t(:added_ago, time_ago_in_words(contact.created_at))
+      - if contact.tag_list.present?
+        %dt
+          .tags= tags_for_index(contact)
+
+      = hook(:contact_bottom, self, :contact => contact)

data/app/views/contacts/_edit.html.haml

@@ -0,0 +1,17 @@
+.remote
+  = simple_form_for(@contact, :html => one_submit_only(:contact), :remote => true) do |f|
+    = link_to_close edit_contact_path(@contact)
+    = f.hidden_field :user_id
+
+    = f.error_messages :object_name => t('contact')
+
+    = render "contacts/top_section", :f => f, :edit => true
+    = render "contacts/extra",       :f => f, :edit => true
+    = render "contacts/web",         :f => f, :edit => true
+    = render "fields/groups", :f => f, :edit => true
+    = render "contacts/permissions", :f => f, :edit => true
+
+    .buttonbar
+      = f.submit t(:save_contact), :onclick => "crm.save_contact()"
+      #{t :or}
+      = link_to_cancel edit_contact_path(@contact)

data/app/views/contacts/_extra.html.haml

@@ -0,0 +1,36 @@
+- edit ||= false
+- collapsed = session[:contact_extra].nil? # && @contact.errors.empty?
+= subtitle :contact_extra, collapsed, t(:extra_info)
+.section
+  %small#contact_extra_intro{ hidden_if(!collapsed) }
+    = t(:intro, t(:extra_info_small)) unless edit
+  #contact_extra{ hidden_if(collapsed) }
+    %table
+      = hook(:contact_extra_details_form, self, :f => f) do
+        %tr
+          %td
+            .label #{t :job_title}:
+            = f.text_field :title
+          %td= spacer
+          %td
+            .label #{t :department}:
+            = f.text_field :department
+        %tr
+          %td
+            .label #{t :alt_email}:
+            = f.text_field :alt_email
+          %td= spacer
+          %td
+            .label #{t :mobile}:
+            = f.text_field :mobile
+        %tr
+          %td
+            = render "shared/address", :f => f, :asset => @contact, :type => 'business', :title => :address
+          %td= spacer
+          %td
+            .label #{t :fax}:
+            = f.text_field :fax
+            %div{:style => "margin-top:6px"}
+              .check_box
+                = f.check_box :do_not_call, {}, true
+                #{t :do_not_call}

data/app/views/contacts/_new.html.haml

@@ -0,0 +1,17 @@
+= simple_form_for(@contact, :html => one_submit_only(:contact), :remote => true) do |f|
+  = link_to_close new_contact_path
+  = f.hidden_field :user_id
+  = hidden_field_tag "opportunity", "#{@opportunity.id if @opportunity}"
+
+  = f.error_messages :object_name => t('contact')
+
+  = render "contacts/top_section", :f => f
+  = render "contacts/extra",       :f => f
+  = render "contacts/web",         :f => f
+  = render "fields/groups", :f => f
+  = render "contacts/permissions", :f => f
+
+  .buttonbar
+    = f.submit t(:create_contact), :onclick => "crm.create_contact()"
+    #{t :or}
+    = link_to_cancel new_contact_path

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

@@ -0,0 +1,21 @@
+%p
+  = link_to_close options_contacts_path
+  = hidden_field_tag "contact[user_id]", @current_user.id
+
+  - current_sort_by = t("option_" + Contact.sort_by_map.invert[@sort_by])
+  - current_outline = t("option_#{@outline}")
+  - current_naming  = t("option_#{@naming}")
+
+  -# sort_by_displaying: Sort {{models}} by {{field}} displaying first name {{position}} last name.
+  = t(:sort_by_displaying, :models => t(:contacts_small), :field => link_to(current_sort_by, "#", :id => :sort_by), :position => link_to(current_naming, "#", :id => :naming)).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(:contacts_small), :fmt => link_to(current_outline, "#", :id => :outline)).html_safe
+
+%p
+
+%script
+  = render "shared/naming"
+  = render "shared/sort_by"
+  = render "shared/per_page"
+  = render "shared/outline"

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

@@ -0,0 +1,24 @@
+- edit ||= false
+- collapsed = session[:contact_permissions].nil? # && @contact.errors.empty?
+= subtitle :contact_permissions, collapsed, t(:permissions)
+.section
+  %small#contact_permissions_intro{ hidden_if(!collapsed) }
+    = get_default_permissions_intro(@contact.access, t(:contact_small)) unless edit
+  #contact_permissions{ hidden_if(collapsed) }
+    .radio_box
+      = f.radio_button :access, "Private", :onclick => "$('people').hide();"
+      = label "contact[access]", :private, t(:keep_private), :style => "cursor:pointer"
+    .radio_box
+      = f.radio_button :access, "Public", :onclick => "$('people').hide();"
+      = label "contact[access]", :public, t(:make_public), :style => "cursor:pointer"
+    .radio_box
+      = f.radio_button :access, "Shared", :onclick => "$('people').show();"
+      = label "contact[access]", :shared, t(:share_with), :style => "cursor:pointer"
+
+    #people{ hidden_if(@contact.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, @contact.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/contacts/_sidebar_index.html.haml

@@ -0,0 +1,3 @@
+.filters#filters
+  = render "shared/search"
+  = hook(:index_contact_sidebar_bottom, self)

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

@@ -0,0 +1,41 @@
+.panel#summary
+  %span{:style => "float:right"}= gravatar_for(@contact, :size => "50x50")
+  %h4= h(@contact.full_name)
+  - if !@contact.title.blank? && @contact.account
+    -# works_at: "{{h(job_title)}} at {{h(company)}}"
+    %div= t(:works_at, :job_title => h(@contact.title), :company => link_to(h(@contact.account.name), account_path(@contact.account))).html_safe
+  - elsif !@contact.title.blank?
+    %div= h(@contact.title)
+  - elsif @contact.account
+    %div= link_to(h(@contact.account.name), account_path(@contact.account))
+  - unless @contact.department.blank?
+    = t(:department_small, h(@contact.department))
+
+  %div= render "shared/address_show", :asset => @contact, :type => 'business', :title => :address
+
+  %div
+    - unless @contact.phone.blank?
+      == #{t :phone}: <b>#{@contact.do_not_call ? content_tag(:strike, h(@contact.phone)) : h(@contact.phone)}</b><br />
+    - unless @contact.mobile.blank?
+      == #{t :mobile}: <b>#{@contact.do_not_call ? content_tag(:strike, h(@contact.mobile)) : h(@contact.mobile)}</b><br />
+    - unless @contact.fax.blank?
+      == #{t :fax}: <b>#{@contact.do_not_call ? content_tag(:strike, h(@contact.fax)) : h(@contact.fax)}</b><br />
+  %div
+    - unless @contact.email.blank?
+      == #{t :email}: <b>#{link_to_email(@contact.email)}</b><br />
+    - unless @contact.alt_email.blank?
+      == #{t :alt_email_small}: <b>#{link_to_email(@contact.alt_email)}</b><br />
+
+  = web_presence_icons(@contact)
+
+  - unless @contact.background_info.blank?
+    .caption #{t :background_info}
+    = auto_link(simple_format @contact.background_info).html_safe
+
+  = render "fields/sidebar_show", :asset => @contact
+
+  - if @contact.tag_list.present?
+    %dt
+      .tags= tags_for_index(@contact) 
+
+  = hook(:show_contact_sidebar_bottom, self, :contact => @contact)

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

@@ -0,0 +1,54 @@
+= hook(:contact_top_section, self, :f => f) do
+  .section
+    %table
+      %tr
+        %td
+          .label.top.req #{t :first_name}:
+          = f.text_field :first_name
+        %td= spacer
+        %td
+          .label.top{ :class => "#{Setting.require_last_names ? 'req' : ''}" } #{t :last_name}:
+          = f.text_field :last_name
+      %tr
+        %td
+          .label #{t :email}:
+          = f.text_field :email
+        %td= spacer
+        %td
+          .label #{t :phone}:
+          = f.text_field :phone
+
+    %table
+      = fields_for(@account) do |a|
+        = a.hidden_field :user_id
+        = a.hidden_field :assigned_to
+        = a.hidden_field :access, :value => Setting.default_access
+        %tr
+          %td
+            .label
+              #{t :account}
+              %span#account_create_title
+                (#{t :create_new} #{t :or} <a href='#' onclick='crm.select_account(1); return false;'>#{t :select_existing}</a>):
+              %span#account_select_title
+                (<a href='#' onclick='crm.create_account(1); return false;'>#{t :create_new}</a> #{t :or} #{t :select_existing}):
+              %span#account_disabled_title :
+
+            -# Add [-- None --] account choice when editing existing contact that has an account.
+            - options = {} and (options[:include_blank] = "" unless @contact.new_record? || @contact.account.blank?)
+            = account_select(options)
+
+            = a.text_field :name, :style => "width:324px; display:none;"
+          %td= spacer
+          %td
+            .label #{t :assigned_to}:
+            = user_select(:contact)
+
+        - if Setting.background_info && Setting.background_info.include?(:contact)
+          %tr
+            %td(colspan="3")
+              .label= t(:background_info) << ':'
+              = f.text_area :background_info, :style =>"width:500px", :rows => 3
+
+        = render :partial => "/shared/tags", :locals => {:f => f, :span => 3}
+
+        = hook(:contact_top_section_bottom, self, :f => f)