fat_free_crm 0.11.0

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

@@ -0,0 +1,21 @@
+= simple_form_for(@lead, :html => one_submit_only(:lead), :remote => true) do |f|
+  = link_to_close new_lead_path
+  = f.hidden_field :user_id
+  = hidden_field_tag "campaign", "#{@campaign.id if @campaign}"
+
+  = f.error_messages :object_name => t('lead')
+
+  = render "leads/top_section",    :f => f
+  = render "leads/status",         :f => f
+  = render "leads/contact",        :f => f
+  = render "leads/web",            :f => f
+  = render "fields/groups", :f => f
+  = render "leads/permissions",    :f => f
+
+  .buttonbar
+    - if Setting.compound_address
+      = f.submit t(:create_lead), :onclick => "crm.clear_all_hints()"
+    - else
+      = f.submit t(:create_lead)
+    #{t :or}
+    = link_to_cancel new_lead_path

data/app/views/leads/_opportunity.html.haml

@@ -0,0 +1,37 @@
+= fields_for(@opportunity) do |o|
+  = o.hidden_field :user_id
+  = o.hidden_field :access
+  = o.hidden_field :assigned_to
+  = o.hidden_field :campaign_id
+  = o.hidden_field :source
+  .subtitle #{t :opportunity}
+  .section
+    %small
+      #{t(:create_opp_for_contact, @lead.full_name)}
+    %table
+      %tr
+        %td
+          .label #{t :name}:
+          = o.text_field :name, :style => "width:325px"
+        %td= spacer
+        %td
+          .label #{t :stage}:
+          = o.select :stage, Setting.unroll(:opportunity_stage), { :selected => @opportunity.stage ? @opportunity.stage.to_sym : nil }, { :style => "width:160px" }
+
+    %table
+      %tr
+        %td
+          .label #{t :close_date}:
+          = o.text_field :closes_on, :style => "width:110px;", :autocomplete => :off
+        %td= spacer
+        %td
+          .label #{t :probability} (%):
+          = o.text_field :probability, :style => "width:110px; text-align:right;"
+        %td= spacer
+        %td
+          .label #{t :amount} #{t :currency}:
+          = o.text_field :amount, :style => "width:110px; text-align:right;"
+        %td= spacer
+        %td
+          .label #{t :discount} #{t :currency}:
+          = o.text_field :discount, :style => "width:110px; text-align:right;"

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

@@ -0,0 +1,21 @@
+%p
+  = link_to_close options_leads_path
+  = hidden_field_tag "lead[user_id]", @current_user.id
+
+  - current_sort_by = t("option_" + Lead.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(:leads_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 {{format}} format.
+  = t(:show_per_page, :number => link_to(@per_page, "#", :id => :per_page), :models => t(:leads_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/leads/_permissions.html.haml

@@ -0,0 +1,28 @@
+- edit ||= false
+- collapsed = session[:lead_permissions].nil? # && @lead.errors.empty?
+= subtitle :lead_permissions, collapsed, t(:permissions)
+.section
+  %small#lead_permissions_intro{ hidden_if(!collapsed) }
+    = get_lead_default_permissions_intro(@lead.access) unless edit
+  #lead_permissions{ hidden_if(collapsed) }
+    .radio_box
+      = f.radio_button :access, "Private", :onclick => "$('people').hide();"
+      = label "lead[access]", :private, t(:keep_private), :style => "cursor:pointer"
+    .radio_box
+      = f.radio_button :access, "Public", :onclick => "$('people').hide();"
+      = label "lead[access]", :public, t(:make_public), :style => "cursor:pointer"
+    .radio_box
+      = f.radio_button :access, "Shared", :onclick => "$('people').show();"
+      = label "lead[access]", :shared, t(:share_with), :style => "cursor:pointer"
+
+    #people{ hidden_if(@lead.access != "Shared") }
+      %div{ :style => "padding: 6px 0px 0px 20px" }
+        - for user in @users
+          .check_box
+            -# Preserve state of the checkboxes if the form gets redrawn on errors.
+            = check_box_tag "users[]", user.id, @lead.permissions.map(&:user_id).include?(user.id) || (params[:users] && params[:users].include?(user.id.to_s)), :id => "user_#{user.id}"
+            = label_tag "user_#{user.id}", h(user.full_name), :style => "cursor:pointer"
+    - unless edit
+      .radio_box
+        = f.radio_button :access, t(:campaign), :onclick => "$('people').hide(); $('lead_access_campaign').value = 'Campaign'", :disabled => true
+        %font{ :id => :copy_permissions, :color => :grey }= t(:copy_permissions, t(:campaign_small))

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

@@ -0,0 +1,20 @@
+.filters#filters
+  = render "shared/search"
+  - Setting.lead_status.each do |key|
+    .check_box{:style => "border-bottom: 1px silver dotted;"}
+      %div{:style => "float:right;"}
+        = @lead_status_total[key]
+      = lead_status_checbox(key, @lead_status_total[key])
+      = label_tag(key, t(key))
+
+  .check_box{:style => "border-bottom: 1px silver dotted;"}
+    %div{:style => "float:right;"}
+      = @lead_status_total[:other]
+    = lead_status_checbox("other", @lead_status_total[:other])
+    = label_tag(:other, t(:other))
+
+  .check_box
+    %div{:style => "float:right;"}
+      %b= @lead_status_total[:all]
+    %b #{t :total_leads}
+  = hook(:index_lead_sidebar_bottom, self)

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

@@ -0,0 +1,58 @@
+.panel#summary
+  %span{:style => "float:right"}= gravatar_for(@lead, :size => "50x50")
+  %h4= h(@lead.full_name)
+  - if !@lead.title.blank? && !@lead.company.blank?
+    -# works_at: "{{job_title}} at {{company}}"
+    %div= t(:works_at, :job_title => @lead.title, :company => @lead.company)
+  - else
+    %div= @lead.title unless @lead.title.blank?
+    %div= @lead.company unless @lead.company.blank?
+
+  %div= render "shared/address_show", :asset => @lead, :type => 'business', :title => :address
+
+  %div
+    - if @lead.phone.present?
+      == #{t :phone}: <b>#{@lead.do_not_call ? content_tag(:strike, @lead.phone) : @lead.phone}</b><br />
+    - if @lead.mobile.present?
+      == #{t :mobile}: <b>#{@lead.do_not_call ? content_tag(:strike, @lead.mobile) : @lead.mobile}</b><br />
+    - if @lead.email.present?
+      == #{t :email}: <b>#{link_to_email(@lead.email)}</b><br />
+    - if @lead.alt_email.present?
+      == #{t :other}: <b>#{link_to_email(@lead.alt_email)}</b><br />
+  = web_presence_icons(@lead)
+
+  .caption #{t :lead_summary}
+  %li
+    %dt= t(@lead.status, :default => :n_a)
+    %tt #{t :status}:
+  %li
+    %dt= t(@lead.source, :default => :n_a)
+    %tt #{t :source}:
+  %li
+    %span{:style => "float:right;"}= stars_for(@lead)
+    %tt #{t :rating}:
+  %li
+    %dt= @lead.referred_by ? truncate(@lead.referred_by, :length => 16) : t(:n_a)
+    %tt #{t :referred_by}:
+  %li
+    %dt= truncate((@lead.assigned_to ? @lead.assignee.full_name : @lead.user.full_name), :length => 16)
+    %tt #{t :assigned_to}:
+  %li.last
+    %dt
+      - if @lead.campaign
+        = link_to(truncate(@lead.campaign.name, :length => 16), @lead.campaign, :title => @lead.campaign.name)
+      - else
+        #{t :n_a}
+    %tt #{t :campaign}:
+
+  - unless @lead.background_info.blank?
+    .caption #{t :background_info}
+    = auto_link(simple_format @lead.background_info).html_safe
+
+  = render "fields/sidebar_show", :asset => @lead
+  
+  - if @lead.tag_list.present?
+    %dt
+      .tags= tags_for_index(@lead)
+
+  = hook(:show_lead_sidebar_bottom, self, :lead => @lead)

data/app/views/leads/_status.html.haml

@@ -0,0 +1,36 @@
+- edit ||= false
+- collapsed = session[:lead_status].nil? # && @lead.errors.empty?
+= subtitle :lead_status, collapsed, t(:status)
+
+.section
+  %small#lead_status_intro{ hidden_if(!collapsed) }
+    = t(:intro, t(:lead_status_small)) unless edit
+  #lead_status{ hidden_if(collapsed) }
+    %table
+      %tr
+        %td
+          .label.top #{t :assigned_to}:
+          = user_select(:lead)
+        %td= spacer
+        %td
+          .label.top #{t :status}:
+          = f.select :status, lead_status_codes_for(@lead), { :selected => (@lead.status || "new").to_sym }, { :style => "width:160px" }
+        %td= spacer
+        %td
+          .label.top #{t :rating}:
+          = rating_select "lead[rating]", { :id => :lead_rating, :selected => @lead.rating, :style => "width:160px" }
+      %tr
+        %td
+          .label #{t :source}:
+          - if @campaign && !edit # Create a lead from Campaign landing page: select :campaign as a source and disable the dropdown.
+            = f.select :source, Setting.unroll(:lead_source), { :selected => :campaign }, { :style => "width:160px;", :disabled => true }
+            = hidden_field_tag "lead[source]", "campaign"
+          - else
+            = f.select :source, Setting.unroll(:lead_source), { :selected => (@lead.source || "other").to_sym }, { :style => "width:160px" }
+        %td= spacer
+        %td{ :colspan => 3 }
+          .label #{t :campaign}:
+          - if @campaign && !edit # Create a lead from Campaign landing page: select current campaign and disable the dropdown.
+            = collection_select :lead, :campaign_id, @campaigns, :id, :name, { :selected => @campaign.id }, { :style => "width:100%", :disabled => true }
+          - else
+            = collection_select :lead, :campaign_id, @campaigns, :id, :name, { :selected => @lead.campaign_id, :include_blank => t(:select_none) }, { :style => "width:100%", :onchange => "crm.flip_campaign_permissions(this.value)" }

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

@@ -0,0 +1,29 @@
+= hook(:lead_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
+
+      - if Setting.background_info && Setting.background_info.include?(:lead)
+        %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(:lead_top_section_bottom, self, :f => f)

data/app/views/leads/_web.html.haml

@@ -0,0 +1,31 @@
+- edit ||= false
+- collapsed = session[:lead_presence].nil? # && @lead.errors.empty?
+= subtitle :lead_presence, collapsed, t(:web_presence)
+.section
+  %small#lead_presence_intro{ hidden_if(!collapsed) }
+    = t(:intro, t(:web_presence_small)) unless edit
+  #lead_presence{ hidden_if(collapsed) }
+    %table
+      %tr
+        %td
+          .label.top #{t :blog}:
+          = f.text_field :blog
+        %td= spacer
+        %td
+          .label.top #{t :twitter}:
+          = f.text_field :twitter
+      %tr
+        %td
+          .label #{t :linked_in}:
+          = f.text_field :linkedin
+        %td= spacer
+        %td
+          .label #{t :facebook}:
+          = f.text_field :facebook
+      %tr
+        %td
+          .label #{t :skype}:
+          = f.text_field :skype
+        %td= spacer
+        %td= spacer
+

data/app/views/leads/convert.js.rjs

@@ -0,0 +1,38 @@
+id = dom_id(@lead)
+
+if params[:cancel].true?     # <----------------- Hide [Convert Lead]
+
+  if called_from_landing_page?
+    page.call "crm.flip_form", :convert_lead
+    page.call "crm.set_title", :convert_lead, @lead.full_name
+  else                                            # Called from leads list item...
+    page[id].replace :partial => "lead", :collection => [ @lead ]
+  end
+
+else # <----------------------------------------  Show [Convert Lead] form.
+
+  if params[:cancel].blank?                       # Called from leads list item...
+    if @previous                                  # Hide open [Convert Lead] form if any.
+      if @previous.is_a?(Lead)
+        page[dom_id(@previous)].replace :partial => "lead", :collection => [ @previous ]
+      else
+        page.call "crm.flick", "lead_#{@previous}", :remove
+      end
+    end
+    page.call "crm.highlight_off", id             # Disable onMouseOver for the list item.
+    page.call "crm.hide_form", :create_lead       # Hide [Create Lead] form if any.
+    page[id].replace_html :partial => "convert"   # Show [Convert Lead] form.
+
+  elsif params[:cancel].false?                    # Called from title of the lead landing page...
+    page[:convert_lead].replace_html :partial => "convert"
+    page.call "crm.hide_form", :edit_lead
+    page.call "crm.flip_form", :convert_lead
+    page.call "crm.set_title", :convert_lead, "#{t :convert} #{@lead.full_name}"
+  end
+
+  page.call "crm.create_or_select_account", request.referer =~ /\/accounts\// || @account.id.blank?
+  page.call "crm.date_select_popup", "opportunity_closes_on"
+  page[:account_name].focus
+
+  hook(:convert_lead_rjs, self, :page => page)
+end

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

@@ -0,0 +1,20 @@
+if @lead.valid?
+  page[:create_lead_arrow].replace_html "►".html_safe
+  page[:create_lead_title].replace_html t(:leads)
+  page.visual_effect :toggle_blind, :create_lead, :duration => 0.3, :afterFinish => 'function(effect) {effect.element.update("")}'
+  page.insert_html :top, :leads, :partial => "lead", :collection => [ @lead ]
+  page[dom_id(@lead)].visual_effect :highlight, :duration => 1.5
+  if called_from_index_page?
+    page << refresh_sidebar(:index, :filters)
+    page[:paginate].replace_html :partial => "shared/paginate"
+  elsif called_from_landing_page?("campaigns")
+    @campaign.reload
+    page << refresh_sidebar_for(:campaigns, :show, :summary)
+  end
+  page.call "crm.flick", :empty, :remove
+else
+  page[:create_lead].replace_html :partial => "new"
+  page.call "crm.init_chosen_fields"
+  page[:create_lead].visual_effect :shake, :duration => 0.25, :distance => 6
+  page[:lead_first_name].focus
+end

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

@@ -0,0 +1,7 @@
+page[dom_id(@lead)].visual_effect :blind_up, :duration => 0.25
+if called_from_index_page?
+  page << refresh_sidebar(:index, :filters)
+  page[:paginate].replace_html :partial => "shared/paginate"
+elsif called_from_landing_page?("campaigns")
+  page << refresh_sidebar_for(:campaigns, :show, :summary)
+end

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

@@ -0,0 +1,38 @@
+id = dom_id(@lead)
+
+if params[:cancel].true?     # <----------------- Hide [Edit Campaign]
+
+  if called_from_landing_page?
+    page.call "crm.flip_form", :edit_lead
+    page.call "crm.set_title", :edit_lead, @lead.full_name
+  else                                            # Called from leads list item...
+    page[id].replace :partial => "lead", :collection => [ @lead ]
+  end
+
+else # <----------------------------------------  Show [Edit Campaign] form.
+
+  if params[:cancel].blank?                       # Called from leads list item...
+    if @previous                                  # Hide open [Edit Lead] form if any.
+      if @previous.is_a?(Lead)
+        page[dom_id(@previous)].replace :partial => "lead", :collection => [ @previous ]
+      else
+        page.call "crm.flick", "lead_#{@previous}", :remove
+      end
+    end
+    page.call "crm.highlight_off", id             # Disable onMouseOver for the list item.
+    page.call "crm.hide_form", :create_lead       # Hide [Create Lead] form if any.
+    page[id].replace_html :partial => "edit"      # Show [Edit Lead] form.
+    page.call "crm.init_chosen_fields"
+
+  elsif params[:cancel].false?                    # Called from title of the lead landing page...
+    page[:edit_lead].replace_html :partial => "edit"
+    page.call "crm.init_chosen_fields"
+    unless %w(converted rejected).include? @lead.status
+      page.call "crm.hide_form", :convert_lead
+    end
+    page.call "crm.flip_form", :edit_lead
+    page.call "crm.set_title", :edit_lead, "#{t :edit} #{@lead.full_name}"
+  end
+  page[:lead_first_name].focus
+
+end

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

@@ -0,0 +1,25 @@
+= styles_for :lead
+
+.title_tools
+  = link_to_inline(:create_lead, new_lead_path, :text => t(:create_lead)) << " | "
+  - if Setting.advanced_search_enabled
+    = link_to_inline(:advanced_search, advanced_search_leads_path, :text => t(:advanced_search)) << " | "
+  = link_to_inline(:options, options_leads_path, :text => t(:options))
+
+.title
+  %span#create_lead_title #{t :leads}
+  = 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_lead{ hidden }
+
+.list#leads
+  - if @leads.any?
+    = render @leads
+  - else
+    = render "shared/empty"
+
+#paginate= render "shared/paginate"
+#export= render "shared/export"

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

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

data/app/views/leads/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_lead
+
+unless params[:cancel].true?
+  page[:create_lead].replace_html :partial => "new"
+  page.call "crm.init_chosen_fields"
+  page.call "crm.set_title", :create_lead, t(:create_lead)
+else
+  page.call "crm.set_title", :create_lead, t(:leads)
+end