fat_free_crm 0.11.0

data/config/routes.rb

@@ -0,0 +1,172 @@
+Rails.application.routes.draw do
+  scope Setting.base_url do
+    resources :lists
+
+    root :to => 'home#index'
+
+    match 'activities' => 'home#index'
+    match 'admin'      => 'admin/users#index',       :as => :admin
+    match 'login'      => 'authentications#new',     :as => :login
+    match 'logout'     => 'authentications#destroy', :as => :logout
+    match 'options'    => 'home#options'
+    match 'profile'    => 'users#show',              :as => :profile
+    match 'signup'     => 'users#new',               :as => :signup
+    match 'timeline'   => 'home#timeline',           :as => :timeline
+    match 'timezone'   => 'home#timezone',           :as => :timezone
+    match 'redraw'     => 'home#redraw',             :as => :redraw
+    match 'toggle'     => 'home#toggle'
+
+    resource  :authentication
+    resources :comments
+    resources :emails
+    resources :passwords
+
+    resources :accounts, :id => /\d+/ do
+      collection do
+        get  :advanced_search
+        post :filter
+        get  :options
+        get  :field_group
+        match :auto_complete
+        post :redraw
+      end
+      member do
+        put  :attach
+        post :discard
+        get :contacts
+        get :opportunities
+      end
+    end
+
+    resources :campaigns, :id => /\d+/ do
+      collection do
+        get  :advanced_search
+        post :filter
+        get  :options
+        get  :field_group
+        post :auto_complete
+        post :redraw
+      end
+      member do
+        put  :attach
+        post :discard
+        get :leads
+        get :opportunities
+      end
+    end
+
+    resources :contacts, :id => /\d+/ do
+      collection do
+        get  :advanced_search
+        post :filter
+        get  :options
+        get  :field_group
+        post :auto_complete
+        post :redraw
+      end
+      member do
+        put  :attach
+        post :discard
+        get :opportunities
+      end
+    end
+
+    resources :leads, :id => /\d+/ do
+      collection do
+        get  :advanced_search
+        post :filter
+        get  :options
+        get  :field_group
+        post :auto_complete
+        post :redraw
+      end
+      member do
+        get  :convert
+        post :discard
+        put  :attach
+        put  :promote
+        put  :reject
+      end
+    end
+
+    resources :opportunities, :id => /\d+/ do
+      collection do
+        get  :advanced_search
+        post :filter
+        get  :options
+        get  :field_group
+        post :auto_complete
+        post :redraw
+      end
+      member do
+        put  :attach
+        post :discard
+        get :contacts
+      end
+    end
+
+    resources :tasks, :id => /\d+/ do
+      collection do
+        post :filter
+        post :auto_complete
+      end
+      member do
+        put :complete
+      end
+    end
+
+    resources :users, :id => /\d+/ do
+      member do
+        get :avatar
+        get :password
+        put :upload_avatar
+        put :change_password
+      end
+    end
+
+    namespace :admin do
+      resources :users do
+        collection do
+          post :auto_complete
+        end
+        member do
+          get :confirm
+          put :suspend
+          put :reactivate
+        end
+      end
+
+      resources :field_groups, :except => :index do
+        collection do
+          post :sort
+        end
+        member do
+          get :confirm
+        end
+      end
+
+      resources :fields do
+        collection do
+          post :auto_complete
+          get :options
+          post :redraw
+          post :sort
+        end
+      end
+      
+      resources :tags do
+        member do
+          get :confirm
+        end
+      end
+      
+      resources :fields, :as => :custom_fields
+      resources :fields, :as => :core_fields
+
+      resources :settings
+      resources :plugins
+    end
+
+    get '/:controller/tagged/:id' => '#tagged'
+  end
+end

data/config/settings.default.yml

@@ -0,0 +1,325 @@
+# 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/>.
+#------------------------------------------------------------------------------
+
+# Fat Free CRM settings are stored in three places, and are loaded in the following order:
+# 
+# 1) config/settings.default.yml
+# 2) config/settings.yml  (if exists)
+# 3) 'settings' table in database  (if exists)
+#
+# Any settings in `config/settings.yml` will override those in
+# `config/settings.default.yml`, and settings in the database table have the highest priority.
+# 
+# This settings arrangement offers a lot of flexibility:
+#
+# * Developers can add new settings to the application with default values,
+#   without requiring the user to manually update setting files or run tasks.
+# * No manual configuration is required to start the application after installation
+# * IT administrators can change the default configuration by adding 'settings.yml'
+#   to their git repo, or by running SQL that updates the 'settings' table in the database. 
+# * Admin users can change settings via the admin interface, without needing to edit YAML files.
+#
+# PLEASE DO NOT EDIT THE SETTINGS IN THIS FILE. 
+# COPY THE SETTINGS THAT YOU WANT TO OVERRIDE INTO `config/settings.yml`
+#
+#------------------------------------------------------------------------------
+
+# Host
+#------------------------------------------------------------------------------
+# Host for URLs when action mailer generates emails.
+#
+# When sending email, you will need to set the host name so that the mailer can
+# generate urls inside emails that point back to your site. Unlike controllers
+# from Action Pack, the mailer instance doesn’t have any context about the
+# incoming request, so you’ll need to provide all of the details needed to
+# generate a URL.
+#
+# :host: "http://www.example.com"
+#
+:host: ""
+
+
+# Base URL
+#------------------------------------------------------------------------------
+# Leave base_url blank if Fat Free CRM has been deployed in root URL, otherwise
+# specify subdirectory. For example, when deployed to:
+#
+# http://www.domain.com       => :base_url: ""       # (leave blank)
+# http://crm.domain.com       => :base_url: ""       # (leave blank)
+# http://www.domain.com/crm   => :base_url: "/crm"   # (without trailing slash)
+# http://www.domain.com/a/crm => :base_url: "/a/crm" # (without trailing slash)
+#
+:base_url: ""
+
+
+# Locale
+#------------------------------------------------------------------------------
+# Default locale is American English.
+#
+:locale: "en-US"
+
+
+# Settings for the Email dropbox
+# - Connection settings for the imap account, server and folders.
+#------------------------------------------------------------------------------
+:email_dropbox:
+  :server                     : ""        # IMAP server name.
+  :port                       : ""        # IMAP server port number.
+  :ssl                        : ""        # True for secure IMAP connection, false othewise.
+  :address                    : ""        # Dropbox email address.
+  :user                       : ""        # User to login to the IMAP server.
+  :password                   : ""        # Password to login to the IMAP server.
+  :scan_folder                : ""        # Folder to scan for dropbox messages.
+  :attach_to_account          : ""        # Attach emails to contact's account, if any. The same rule applies to opportunities.
+#  :move_to_folder            : ""        # Optional: folder to move processed messages to.
+#  :move_invalid_to_folder    : ""        # Optional: folder to move invalid messages to.
+
+
+# Individual locales per user
+#------------------------------------------------------------------------------
+# To enable language selection in User/Profile set the following option to true. 
+# By default, individual users can't pick their own locale and are presented
+# with the default locale. 
+#
+:per_user_locale: false
+
+
+# Default records permissions
+#------------------------------------------------------------------------------
+# Set the defaults permission for new records. Possible values are:
+#   Private -- private access, only for the creator of the record.
+#   Public  -- public access, share with everyone. This is the default.
+#   Shared  -- shared with selected accounts, should be selected by the user.
+#
+:default_access: "Public"
+
+
+# User Signup
+#------------------------------------------------------------------------------
+# The following setting controls user signup. Possible values are:
+#   :allowed        -- users can sign up and use the system once they have registered.
+#   :not_allowed    -- users can only be added by system administrator. This is the default.
+#   :needs_approval -- users can sign up but must be approved before they can use the system.
+#
+:user_signup: :not_allowed
+
+
+# Address format
+#------------------------------------------------------------------------------
+# Sets the address format for Accounts, Contacts, and Leads.
+#   true  -- use separate street1, street2, city, state, zipcode, and country field.  (default)
+#   false -- use single text area field to enter the entire address.
+#
+:compound_address: true
+
+
+# Dropdown calendar format
+#------------------------------------------------------------------------------
+# The following setting controls whether to show time in dropdown calendar
+# when scheduling a task for specific date.
+#   true  -- allow selecting date and time.  (default)
+#   false -- allow selecting date only.  
+#
+:task_calendar_with_time: true
+
+
+# Require last name on Leads and Contacts
+#------------------------------------------------------------------------------
+# If this validation is disabled, records will only require a first name.
+#
+:require_last_names: true
+
+
+# Beta features
+#------------------------------------------------------------------------------
+# These are features that need to be in the master branch due to extensive codebase changes,
+# but are disabled by default until ready for general use.
+
+# - Ransack advanced search
+:advanced_search_enabled: false
+
+# - PaperTrail history UI
+:paper_trail_ui_enabled: false
+
+
+# Background information
+#------------------------------------------------------------------------------
+# Specify model names that should have background information displayed. 
+# This field can be used when importing records from legacy databases,
+# to display the 'background' of where they came from.
+#
+# Select any combination from the following list.
+#
+#   :background_info:
+#     - :account
+#     - :campaign
+#     - :contact
+#     - :lead
+#     - :opportunity
+#     - :task
+#
+# By default, no background information is shown.
+#
+:background_info: []
+
+
+# Main and Admin Tabs
+#------------------------------------------------------------------------------
+:tabs: [
+  { :active : true,  :text : :tab_dashboard,     :url : { :controller : "home"           } },
+  { :active : false, :text : :tab_tasks,         :url : { :controller : "tasks"          } },
+  { :active : false, :text : :tab_campaigns,     :url : { :controller : "campaigns"      } },
+  { :active : false, :text : :tab_leads,         :url : { :controller : "leads"          } },
+  { :active : false, :text : :tab_accounts,      :url : { :controller : "accounts"       } },
+  { :active : false, :text : :tab_contacts,      :url : { :controller : "contacts"       } },
+  { :active : false, :text : :tab_opportunities, :url : { :controller : "opportunities"  } }
+]
+
+:admin_tabs: [
+  { :active : true,  :text : :admin_tab_users,    :url : { :controller : "admin/users"    } },
+  { :active : false, :text : :admin_tab_fields,   :url : { :controller : "admin/fields"   } },
+  { :active : false, :text : :admin_tab_tags,     :url : { :controller : "admin/tags"     } },  
+  { :active : false, :text : :admin_tab_settings, :url : { :controller : "admin/settings" } },
+  { :active : false, :text : :admin_tab_plugins,  :url : { :controller : "admin/plugins"  } }
+]
+
+# Account Category. To add custom account type use string value, for example:
+#
+# account_category:
+#   - "Custom"
+#
+#------------------------------------------------------------------------------
+account_category:
+  - :affiliate
+  - :competitor
+  - :customer
+  - :partner
+  - :reseller
+  - :vendor
+
+account_category_color:
+  :affiliate   : lavender
+  :competitor  : paleturquoise
+  :customer    : pink
+  :partner     : bisque
+  :reseller    : thistle
+  :vendor      : skyblue
+
+# Campaign Status. To add custom status use string value, for example:
+#
+# campaign_status:
+#   - "Custom"
+#
+#------------------------------------------------------------------------------
+campaign_status:
+  - :planned
+  - :started
+  - :completed
+  - :on_hold
+  - :called_off
+
+campaign_status_color:
+  :planned    : Gold
+  :started    : Turquoise
+  :completed  : Lime
+  :on_hold    : Orchid
+  :called_off : OrangeRed
+
+# Lead Status and Source.
+#------------------------------------------------------------------------------
+lead_status:
+  - :new
+  - :contacted
+  - :converted
+  - :rejected
+
+lead_status_color:
+  :new       : Silver
+  :contacted : Turquoise
+  :converted : Lime
+  :rejected  : OrangeRed
+
+lead_source:
+  - :campaign
+  - :cold_call
+  - :conference
+  - :online
+  - :referral
+  - :self
+  - :web
+  - :word_of_mouth
+  - :other
+
+# Opportunity Stage.
+#------------------------------------------------------------------------------
+opportunity_stage:
+  - :prospecting
+  - :analysis
+  - :presentation
+  - :proposal
+  - :negotiation
+  - :final_review
+  - :won
+  - :lost
+
+opportunity_stage_color:
+  :prospecting  : Silver
+  :analysis     : PaleGoldenRod
+  :presentation : Salmon
+  :proposal     : Gold
+  :negotiation  : Orchid
+  :final_review : Turquoise
+  :won          : Lime
+  :lost         : OrangeRed
+
+# Task Category, Due Date, and Completed Date.
+#------------------------------------------------------------------------------
+task_category:
+  - :call
+  - :email
+  - :follow_up
+  - :lunch
+  - :meeting
+  - :money
+  - :presentation
+  - :trip
+
+task_category_color:
+  :call         : Silver
+  :email        : Turquoise
+  :follow_up    : Gold
+  :lunch        : Tomato
+  :meeting      : Orchid
+  :money        : Lime
+  :presentation : Salmon
+  :trip         : Turquoise
+
+task_bucket:
+  - :overdue
+  - :due_asap
+  - :due_today
+  - :due_tomorrow
+  - :due_this_week
+  - :due_next_week
+  - :due_later
+
+task_completed:
+  - :completed_today
+  - :completed_yesterday
+  - :completed_last_week
+  - :completed_this_month
+  - :completed_last_month