fat_free_crm 0.11.0

data/Procfile

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+web: bundle exec unicorn -p $PORT -c config/unicorn.rb

data/README.md

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+# Fat Free CRM
+
+[![TravisCI][travis-img]][travis-ci] [![Dependency Status][gemnasium-img]][gemnasium]
+
+[travis-img]: https://secure.travis-ci.org/fatfreecrm/fat_free_crm.png?branch=master
+[travis-ci]: http://travis-ci.org/fatfreecrm/fat_free_crm
+[gemnasium-img]: https://gemnasium.com/fatfreecrm/fat_free_crm.png?travis
+[gemnasium]: https://gemnasium.com/fatfreecrm/fat_free_crm
+
+### An open source, Ruby on Rails [customer relationship management][crm-wiki] platform (CRM).
+
+[crm-wiki]: http://en.wikipedia.org/wiki/Customer_relationship_management
+
+Out of the box it features group collaboration, campaign and lead management, contact lists, and opportunity tracking.
+
+<table>
+  <tr>
+    <td align="center">
+      <a href="http://fatfreecrm.com/images/contact_create.png" target="_blank" title="Create Contacts">
+        <img src="http://fatfreecrm.com/images/contact_create_t.png" alt="Create Contacts">
+      </a>
+      <br />
+      <em>Contacts</em>
+    </td>
+    <td align="center">
+      <a href="http://fatfreecrm.com/images/contact_opportunity.png" target="_blank" title="Manage Opportunities">
+        <img src="http://fatfreecrm.com/images/contact_opportunity_t.png" alt="Manage Opportunities">
+      </a>
+      <br />
+      <em>Opportunities</em>
+    </td>
+    <td align="center">
+      <a href="http://fatfreecrm.com/images/account_edit.png" target="_blank" title="Edit Accounts">
+        <img src="http://fatfreecrm.com/images/account_edit_t.png" alt="Edit Accounts">
+      </a>
+      <br />
+      <em>Accounts</em>
+    </td>
+    <td align="center">
+      <a href="http://fatfreecrm.com/images/task_create.png" target="_blank" title="Create Tasks">
+        <img src="http://fatfreecrm.com/images/task_create_t.png" alt="Create Tasks">
+      </a>
+      <br />
+      <em>Tasks</em>
+    </td>
+  </tr>
+</table>
+
+Active development started in November 2008.
+New features, enhancements, and updates appear on regular basis.
+
+Pull requests and bug reports are always welcome!
+
+
+## System Requirements
+
+* Ruby v1.8.7 or v1.9.2
+* MySQL v4.1.1 or later (v5+ is recommended), SQLite v3.4 or later, or Postgres 8.4.8 or later.
+* ImageMagick (optional, only needed if you would like to use avatars)
+
+(Ruby on Rails v3 and other gem dependencies will be installed automatically by Bundler.)
+
+
+### Downloads
+
+* Git source code repository: git://github.com/fatfreecrm/fat_free_crm.git
+* .zip or .tgz archives: http://github.com/fatfreecrm/fat_free_crm/downloads
+
+
+### Upgrading from previous versions of Fat Free CRM
+
+If you are upgrading from version 0.10.1 or below to the latest Rails 3.x version, your database schema
+needs to be updated.
+
+Please run the following commands in this order:
+
+```bash
+bundle install --without heroku   # Installs gem dependencies
+rake ffcrm:upgrade:schema         # Updates your schema to use the new timestamped migrations
+rake db:migrate                   # Runs any new database migrations.
+```
+
+## Install on Heroku
+
+You will need the heroku gem on your system.
+
+```bash
+gem install heroku
+```
+
+To set up Fat Free CRM on Heroku, run the following commands:
+
+```bash
+app_name="{{organization-crm}}" # <- Replace with your desired application name
+cp config/settings.yml.example config/settings.yml
+git add -f config/settings.yml
+git commit -m "Added default settings.yml"
+heroku create $app_name --stack cedar
+git push heroku master
+heroku run rake ffcrm:setup USERNAME=admin PASSWORD=admin EMAIL=admin@example.com
+heroku config:add HEROKU=true
+```
+
+## Install locally, or on a server
+
+#### Set Up Configuration (Database & Settings)
+
+Fat Free CRM supports PostGreSQL, MySQL and SQLite databases. The source code comes with
+sample database configuration files, such as: <tt>config/database.mysql.yml</tt>
+for MySQL and <tt>config/database.sqlite.yml</tt> for SQLite.
+
+Based on your choice of database, create <tt>config/database.yml</tt>:
+
+```bash
+cp config/database.mysql.yml config/database.yml
+```
+
+* Edit <tt>config/database.yml</tt> and specify database names and authentication details.
+
+* Then, edit your <tt>Gemfile</tt> and uncomment only your chosen database.
+
+
+#### Install Gem Dependencies
+
+After you have uncommented the right database adapter in your <tt>Gemfile</tt>,
+run the following command from the application's root directory:
+
+```bash
+bundle install --without heroku
+```
+
+#### Create Database
+
+Now you are ready to create the database:
+
+```bash
+rake db:create
+```
+
+#### Set Up Application
+
+The next step is to load default Fat Free CRM settings, such as menu structures,
+default colors, etc. and create the Admin user.
+
+Using the provided sample, create your <tt>config/settings.yml</tt>:
+
+```bash
+cp config/settings.yml.example config/settings.yml
+```
+
+* Edit <tt>config/settings.yml</tt> and configure any required settings, such as your host, base URL and language (locale).
+
+
+Next, run the following rake task:
+
+```bash
+rake ffcrm:setup
+```
+
+The previous command will prompt you for an admin user, password and email.
+If you want to run this task without any user input, you can set the following variables:
+
+```bash
+rake ffcrm:setup USERNAME=admin PASSWORD=password EMAIL=admin@example.com
+```
+
+#### Load Demo Data (Optional)
+
+You can test drive Fat Free CRM by loading sample records that are generated
+on the fly mimic the actual use.
+
+**IMPORTANT**: Loading demo will delete all existing data from your database.
+
+```bash
+rake ffcrm:demo:load
+```
+
+Among other things the demo generator creates 8 sample user records with the
+following usernames: <tt>aaron</tt>, <tt>ben</tt>, <tt>cindy</tt>, <tt>dan</tt>,
+<tt>elizabeth</tt>, <tt>frank</tt>, <tt>george</tt>, and <tt>heather</tt>.
+You can log in with any of these names using the name as password.
+The demo site at http://demo.fatfreecrm.com provides access as a sample user as well.
+
+You can reset the database and reload demo data at any time by using:
+
+```bash
+rake ffcrm:demo:reload
+```
+
+#### Run the App
+
+Now you should be able to launch the Rails server and point your web browser
+to http://localhost:3000
+
+```bash
+rails server
+```
+
+# Resources
+
+|||
+|-----------------------------------:|:--------------------------|
+|                 **Home page**: | http://www.fatfreecrm.com |
+|               **Online demo**: | http://demo.fatfreecrm.com |
+|              **Project page**: | http://github.com/michaeldv/fat_free_crm/tree/master |
+|         **Features and bugs**: | http://fatfreecrm.lighthouseapp.com |
+|    **Twitter commit updates**: | http://twitter.com/fatfreecrm |
+|       **User's Google group**: | http://groups.google.com/group/fat-free-crm-users |
+|  **Developer's Google group**: | http://groups.google.com/group/fat-free-crm-dev |
+|               **IRC channel**: | [#fatfreecrm](http://webchat.freenode.net/) on irc.freenode.net |
+
+
+# For Developers
+
+Fat Free CRM can be customized by implementing callback hooks and extended by
+creating Rails Engines plugins. Check out these sample repositories demonstrating
+the concepts:
+
+* http://github.com/michaeldv/crm_sample_plugin/tree/master
+* http://github.com/michaeldv/crm_sample_tabs/tree/master
+* http://github.com/michaeldv/crm_web_to_lead/tree/master
+* http://github.com/michaeldv/crm_tags/tree/master
+
+
+## License
+
+Copyright (c) 2008-2011 by Michael Dvorkin. All rights reserved.
+
+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 LICENSE file for more details.
+

data/Rakefile

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+#!/usr/bin/env rake
+# Add your own tasks in files placed in lib/tasks ending in .rake,
+# for example lib/tasks/capistrano.rake, and they will automatically be available to Rake.
+
+require File.expand_path('../config/application', __FILE__)
+
+FatFreeCRM::Application.load_tasks
+
+task :default => ['spec']

data/acceptance/acceptance_helper.rb

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+require File.expand_path("../../spec/spec_helper.rb", __FILE__)
+
+require 'steak'
+require 'capybara/rails'
+
+# Put your acceptance spec helpers inside /spec/acceptance/support
+Dir["#{File.dirname(__FILE__)}/support/**/*.rb"].each {|f| require f}

data/acceptance/accounts_spec.rb

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+require File.expand_path("../acceptance_helper.rb", __FILE__)
+
+feature 'Accounts', %q{
+  In order to increase customer satisfaction
+  As a user
+  I want to manage accounts
+} do
+
+  before(:each) do
+   do_login_if_not_already
+  end
+
+  scenario 'should view a list of accounts' do
+    2.times { |i| FactoryGirl.create(:account, :name => "Account #{i}") }
+    visit accounts_path
+    page.should have_content('Account 0')
+    page.should have_content('Account 1')
+    page.should have_content('Search accounts')
+    page.should have_content('Create Account')
+  end
+
+  scenario 'should create a new account', :js => true do
+    visit accounts_path
+    page.should have_content('Create Account')
+    click_link 'Create Account'
+    fill_in 'account_name', :with => 'My new account'
+    click_link("Contact Information")
+    fill_in 'account_phone', :with => '+1 2345 6789'
+    fill_in 'account_website', :with => 'http://www.example.com'
+    click_button 'Create Account'
+    page.should have_content('My new account')
+    page.should have_content('+1 2345 6789')
+    page.should have_content('http://www.example.com')
+  end
+
+  scenario 'should view and edit an account', :js => true do
+    FactoryGirl.create(:account, :name => "A new account")
+    visit accounts_path
+    click_link 'A new account'
+    page.should have_content('A new account')
+    click_link 'Edit'
+    fill_in 'account_name', :with => 'A new account *editted*'
+    click_button 'Save Account'
+    page.should have_content('A new account *editted*')
+  end
+
+  scenario 'should delete an account', :js => true do
+    FactoryGirl.create(:account, :name => "My new account")
+    visit accounts_path
+    click_link 'My new account'
+    click_link 'Delete?'
+    page.should have_content('Are you sure you want to delete this account?')
+    click_link 'Yes'
+    page.should have_content('My new account has been deleted')
+  end
+
+  scenario 'should search for an account', :js => true do
+    2.times { |i| FactoryGirl.create(:account, :name => "Account #{i}") }
+    visit accounts_path
+    find('#accounts').should have_content("Account 0")
+    find('#accounts').should have_content("Account 1")
+    fill_in 'query', :with => "Account 0"
+    find('#accounts').should have_content("Account 0")
+    find('#accounts').has_selector?('li', :count => 1)
+    fill_in 'query', :with => "Account"
+    find('#accounts').should have_content("Account 0")
+    find('#accounts').should have_content("Account 1")
+    find('#accounts').has_selector?('li', :count => 2)
+    fill_in 'query', :with => "Contact"
+    find('#accounts').has_selector?('li', :count => 0)
+
+  end
+
+end

data/acceptance/support/browser.rb

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+#
+# Allow tests to run in Chrome browser
+#
+if ENV['BROWSER'] == 'chrome'
+  Capybara.register_driver :selenium do |app|
+    Capybara::Selenium::Driver.new(app, :browser => :chrome)
+  end
+end
+
+#
+# Default timeout for extended for AJAX based application
+#
+Capybara.default_wait_time = 7

data/acceptance/support/database_cleaner.rb

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+#
+# Clean database when transactions are turned off.
+# See http://github.com/bmabey/database_cleaner for more info.
+#
+if defined?(ActiveRecord::Base)
+  begin
+    require 'database_cleaner'
+    DatabaseCleaner.strategy = :truncation, {:except => ['settings']}
+    RSpec.configuration.use_transactional_fixtures = false
+  rescue LoadError => ignore_if_database_cleaner_not_present
+  end
+end
+
+RSpec.configuration.before(:each, :type => :acceptance) do
+  DatabaseCleaner.clean
+end

data/acceptance/support/headless.rb

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+#
+# Drives the browser in 'headless' mode if required.
+# Useful for CI and travis tests
+#
+
+if ENV['HEADLESS'] == 'true' or ENV["CI"] == "true"
+  require 'headless'
+  headless = Headless.new
+  headless.start
+  HEADLESS_DISPLAY = ":#{headless.display}"
+  at_exit do
+    headless.destroy
+  end
+  puts "Running in Headless mode. Display #{HEADLESS_DISPLAY}"
+end

data/acceptance/support/helpers.rb

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+module HelperMethods
+  # Put helper methods you need to be available in all acceptance specs here.
+
+  def do_login(options = {})
+    @user = FactoryGirl.create(:user, options)
+    visit '/login'
+    fill_in "authentication_username", :with => @user.username
+    fill_in "authentication_password", :with => @user.password
+    click_button "Login"
+  end
+
+  # if we're already logged in, don't bother doing it again
+  def do_login_if_not_already(options = {})
+    do_login(options) unless @user.present?
+  end
+
+end
+
+RSpec.configuration.include HelperMethods, :type => :acceptance

data/acceptance/support/maintain_sessions.rb

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+#
+# Workaround for ActionDispatch::ClosedError
+# https://github.com/binarylogic/authlogic/issues/262#issuecomment-1804988
+#
+User.acts_as_authentic_config[:maintain_sessions] = false

data/acceptance/support/paths.rb

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+module NavigationHelpers
+  # Put helper methods related to the paths in your application here.
+
+  def homepage
+    "/"
+  end
+end
+
+RSpec.configuration.include NavigationHelpers, :type => :acceptance