fat_free_crm 0.11.0

data/spec/models/base/lead_spec.rb

@@ -0,0 +1,101 @@
+# == Schema Information
+#
+# Table name: leads
+#
+#  id              :integer         not null, primary key
+#  user_id         :integer
+#  campaign_id     :integer
+#  assigned_to     :integer
+#  first_name      :string(64)      default(""), not null
+#  last_name       :string(64)      default(""), not null
+#  access          :string(8)       default("Public")
+#  title           :string(64)
+#  company         :string(64)
+#  source          :string(32)
+#  status          :string(32)
+#  referred_by     :string(64)
+#  email           :string(64)
+#  alt_email       :string(64)
+#  phone           :string(32)
+#  mobile          :string(32)
+#  blog            :string(128)
+#  linkedin        :string(128)
+#  facebook        :string(128)
+#  twitter         :string(128)
+#  rating          :integer         default(0), not null
+#  do_not_call     :boolean         default(FALSE), not null
+#  deleted_at      :datetime
+#  created_at      :datetime
+#  updated_at      :datetime
+#  background_info :string(255)
+#  skype           :string(128)
+#
+
+require File.expand_path(File.dirname(__FILE__) + '/../../spec_helper')
+
+describe Lead do
+
+  before { login }
+
+  it "should create a new instance given valid attributes" do
+    Lead.create!(:first_name => "Billy", :last_name => "Bones")
+  end
+
+  describe "Attach" do
+    before do
+      @lead = FactoryGirl.create(:lead)
+    end
+
+    it "should return nil when attaching existing task" do
+      @task = FactoryGirl.create(:task, :asset => @lead, :user => @current_user)
+
+      @lead.attach!(@task).should == nil
+    end
+
+    it "should return non-empty list of tasks when attaching new task" do
+      @task = FactoryGirl.create(:task, :user => @current_user)
+
+      @lead.attach!(@task).should == [ @task ]
+    end
+  end
+
+  describe "Discard" do
+    before do
+      @lead = FactoryGirl.create(:lead)
+    end
+
+    it "should discard a task" do
+      @task = FactoryGirl.create(:task, :asset => @lead, :user => @current_user)
+      @lead.tasks.count.should == 1
+
+      @lead.discard!(@task)
+      @lead.reload.tasks.should == []
+      @lead.tasks.count.should == 0
+    end
+  end
+
+  describe "Exportable" do
+    describe "assigned lead" do
+      before do
+        Lead.delete_all
+        FactoryGirl.create(:lead, :user => FactoryGirl.create(:user), :assignee => FactoryGirl.create(:user))
+        FactoryGirl.create(:lead, :user => FactoryGirl.create(:user, :first_name => nil, :last_name => nil), :assignee => FactoryGirl.create(:user, :first_name => nil, :last_name => nil))
+      end
+      it_should_behave_like("exportable") do
+        let(:exported) { Lead.all }
+      end
+    end
+
+    describe "unassigned lead" do
+      before do
+        Lead.delete_all
+        FactoryGirl.create(:lead, :user => FactoryGirl.create(:user), :assignee => nil)
+        FactoryGirl.create(:lead, :user => FactoryGirl.create(:user, :first_name => nil, :last_name => nil), :assignee => nil)
+      end
+      it_should_behave_like("exportable") do
+        let(:exported) { Lead.all }
+      end
+    end
+  end
+end
+

data/spec/models/base/opportunity_spec.rb

@@ -0,0 +1,173 @@
+# == Schema Information
+#
+# Table name: opportunities
+#
+#  id              :integer         not null, primary key
+#  user_id         :integer
+#  campaign_id     :integer
+#  assigned_to     :integer
+#  name            :string(64)      default(""), not null
+#  access          :string(8)       default("Public")
+#  source          :string(32)
+#  stage           :string(32)
+#  probability     :integer
+#  amount          :decimal(12, 2)
+#  discount        :decimal(12, 2)
+#  closes_on       :date
+#  deleted_at      :datetime
+#  created_at      :datetime
+#  updated_at      :datetime
+#  background_info :string(255)
+#
+
+require File.expand_path(File.dirname(__FILE__) + '/../../spec_helper')
+
+describe Opportunity do
+
+  before { login }
+
+  it "should create a new instance given valid attributes" do
+    @account = FactoryGirl.create(:account)
+    Opportunity.create!(:name => "Opportunity", :account => @account)
+  end
+
+  it "should be possible to create opportunity with the same name" do
+    first  = FactoryGirl.create(:opportunity, :name => "Hello", :user => @current_user)
+    lambda { FactoryGirl.create(:opportunity, :name => "Hello", :user => @current_user) }.should_not raise_error(ActiveRecord::RecordInvalid)
+  end
+
+  describe "Update existing opportunity" do
+    before(:each) do
+      @account = FactoryGirl.create(:account)
+      @opportunity = FactoryGirl.create(:opportunity, :account => @account)
+    end
+
+    it "should create new account if requested so" do
+      lambda { @opportunity.update_with_account_and_permissions({
+        :account => { :name => "New account" },
+        :opportunity => { :name => "Hello" }
+      })}.should change(Account, :count).by(1)
+      Account.last.name.should == "New account"
+      @opportunity.name.gsub(/#\d+ /,'').should == "Hello"
+    end
+
+    it "should update the account another account was selected" do
+      @another_account = FactoryGirl.create(:account)
+      lambda { @opportunity.update_with_account_and_permissions({
+        :account => { :id => @another_account.id },
+        :opportunity => { :name => "Hello" }
+      })}.should_not change(Account, :count)
+      @opportunity.account.should == @another_account
+      @opportunity.name.gsub(/#\d+ /,'').should == "Hello"
+    end
+
+    it "should drop existing Account if [create new account] is blank" do
+      lambda { @opportunity.update_with_account_and_permissions({
+        :account => { :name => "" },
+        :opportunity => { :name => "Hello" }
+      })}.should_not change(Account, :count)
+      @opportunity.account.should be_nil
+      @opportunity.name.gsub(/#\d+ /,'').should == "Hello"
+    end
+
+    it "should drop existing Account if [-- None --] is selected from list of accounts" do
+      lambda { @opportunity.update_with_account_and_permissions({
+        :account => { :id => "" },
+        :opportunity => { :name => "Hello" }
+      })}.should_not change(Account, :count)
+      @opportunity.account.should be_nil
+      @opportunity.name.gsub(/#\d+ /,'').should == "Hello"
+    end
+  end
+
+  describe "Named scopes" do
+    it "should find non-closed opportunities" do
+      Opportunity.delete_all
+      @opportunities = [
+        FactoryGirl.create(:opportunity, :stage => nil,        :amount => 1),
+        FactoryGirl.create(:opportunity, :stage => "analysis", :amount => 1),
+        FactoryGirl.create(:opportunity, :stage => "won",      :amount => 2),
+        FactoryGirl.create(:opportunity, :stage => "won",      :amount => 2),
+        FactoryGirl.create(:opportunity, :stage => "lost",     :amount => 3),
+        FactoryGirl.create(:opportunity, :stage => "lost",     :amount => 3)
+      ]
+      Opportunity.pipeline.sum(:amount).should ==  2
+      Opportunity.won.sum(:amount).should      ==  4
+      Opportunity.lost.sum(:amount).should     ==  6
+      Opportunity.sum(:amount).should          == 12
+    end
+  end
+
+  describe "Attach" do
+    before do
+      @opportunity = FactoryGirl.create(:opportunity)
+    end
+
+    it "should return nil when attaching existing asset" do
+      @task = FactoryGirl.create(:task, :asset => @opportunity, :user => @current_user)
+      @contact = FactoryGirl.create(:contact)
+      @opportunity.contacts << @contact
+
+      @opportunity.attach!(@task).should == nil
+      @opportunity.attach!(@contact).should == nil
+    end
+
+    it "should return non-empty list of attachments when attaching new asset" do
+      @task = FactoryGirl.create(:task, :user => @current_user)
+      @contact = FactoryGirl.create(:contact)
+
+      @opportunity.attach!(@task).should == [ @task ]
+      @opportunity.attach!(@contact).should == [ @contact ]
+    end
+  end
+
+  describe "Discard" do
+    before do
+      @opportunity = FactoryGirl.create(:opportunity)
+    end
+
+    it "should discard a task" do
+      @task = FactoryGirl.create(:task, :asset => @opportunity, :user => @current_user)
+      @opportunity.tasks.count.should == 1
+
+      @opportunity.discard!(@task)
+      @opportunity.reload.tasks.should == []
+      @opportunity.tasks.count.should == 0
+    end
+
+    it "should discard an contact" do
+      @contact = FactoryGirl.create(:contact)
+      @opportunity.contacts << @contact
+      @opportunity.contacts.count.should == 1
+
+      @opportunity.discard!(@contact)
+      @opportunity.contacts.should == []
+      @opportunity.contacts.count.should == 0
+    end
+  end
+
+  describe "Exportable" do
+    describe "assigned opportunity" do
+      before do
+        Opportunity.delete_all
+        FactoryGirl.create(:opportunity, :user => FactoryGirl.create(:user), :assignee => FactoryGirl.create(:user))
+        FactoryGirl.create(:opportunity, :user => FactoryGirl.create(:user, :first_name => nil, :last_name => nil), :assignee => FactoryGirl.create(:user, :first_name => nil, :last_name => nil))
+      end
+      it_should_behave_like("exportable") do
+        let(:exported) { Opportunity.all }
+      end
+    end
+
+    describe "unassigned opportunity" do
+      before do
+        Opportunity.delete_all
+        FactoryGirl.create(:opportunity, :user => FactoryGirl.create(:user), :assignee => nil)
+        FactoryGirl.create(:opportunity, :user => FactoryGirl.create(:user, :first_name => nil, :last_name => nil), :assignee => nil)
+      end
+      it_should_behave_like("exportable") do
+        let(:exported) { Opportunity.all }
+      end
+    end
+  end
+end
+

data/spec/models/base/task_spec.rb

@@ -0,0 +1,263 @@
+# == Schema Information
+#
+# Table name: tasks
+#
+#  id              :integer         not null, primary key
+#  user_id         :integer
+#  assigned_to     :integer
+#  completed_by    :integer
+#  name            :string(255)     default(""), not null
+#  asset_id        :integer
+#  asset_type      :string(255)
+#  priority        :string(32)
+#  category        :string(32)
+#  bucket          :string(32)
+#  due_at          :datetime
+#  completed_at    :datetime
+#  deleted_at      :datetime
+#  created_at      :datetime
+#  updated_at      :datetime
+#  background_info :string(255)
+#
+
+require File.expand_path(File.dirname(__FILE__) + '/../../spec_helper')
+
+describe Task do
+
+  before { login }
+
+  describe "Task/Create" do
+    it "should create a new task instance given valid attributes" do
+      task = FactoryGirl.create(:task)
+      task.should be_valid
+      task.errors.should be_empty
+    end
+
+    [ nil, Time.now.utc_offset + 3600 ].each do |offset|
+      before do
+        adjust_timezone(offset)
+      end
+
+      it "should create a task with due date selected from dropdown within #{offset ? 'different' : 'current'} timezone" do
+        task = FactoryGirl.create(:task, :due_at => Time.now.end_of_week, :bucket => "due_this_week")
+        task.errors.should be_empty
+        task.bucket.should == "due_this_week"
+        task.due_at.should == Time.zone.now.end_of_week
+      end
+
+      it "should create a task with due date selected from the calendar within #{offset ? 'different' : 'current'} timezone" do
+        task = FactoryGirl.create(:task, :bucket => "specific_time", :calendar => "5/5/2020 12:00 AM")
+        task.errors.should be_empty
+        task.bucket.should == "specific_time"
+        task.due_at.should == DateTime.parse("2020-05-05")
+      end
+    end
+  end
+
+  describe "Task/Update" do
+    it "should update task name" do
+      task = FactoryGirl.create(:task, :name => "Hello")
+      task.update_attributes({ :name => "World"})
+      task.errors.should be_empty
+      task.name.should == "World"
+    end
+
+    it "should update task category" do
+      task = FactoryGirl.create(:task, :category => "call")
+      task.update_attributes({ :category => "email" })
+      task.errors.should be_empty
+      task.category.should == "email"
+    end
+
+    it "should reassign the task to another person" do
+      him = FactoryGirl.create(:user)
+      her = FactoryGirl.create(:user)
+      task = FactoryGirl.create(:task, :assigned_to => him.id)
+      task.update_attributes( { :assigned_to => her.id } )
+      task.errors.should be_empty
+      task.assigned_to.should == her.id
+      task.assignee.should == her
+    end
+
+    it "should reassign the task from another person to myself" do
+      him = FactoryGirl.create(:user)
+      task = FactoryGirl.create(:task, :assigned_to => him.id)
+      task.update_attributes( { :assigned_to => "" } )
+      task.errors.should be_empty
+      task.assigned_to.should == nil
+      task.assignee.should == nil
+    end
+
+    [ nil, Time.now.utc_offset + 3600 ].each do |offset|
+      before do
+        adjust_timezone(offset)
+      end
+
+      it "should update due date based on selected bucket within #{offset ? 'different' : 'current'} timezone" do
+        task = FactoryGirl.create(:task, :due_at => Time.now.midnight.tomorrow, :bucket => "due_tomorrow")
+        task.update_attributes( { :bucket => "due_this_week" } )
+        task.errors.should be_empty
+        task.bucket.should == "due_this_week"
+        task.due_at.should == Time.zone.now.end_of_week
+      end
+
+      it "should update due date if specific calendar date selected within #{offset ? 'different' : 'current'} timezone" do
+        task = FactoryGirl.create(:task, :due_at => Time.now.midnight.tomorrow, :bucket => "due_tomorrow")
+        task.update_attributes( { :bucket => "specific_time", :calendar => "05/05/2020 12:00 AM" } )
+        task.errors.should be_empty
+        task.bucket.should == "specific_time"
+        task.due_at.should == DateTime.parse("2020-05-05")
+      end
+    end
+
+  end
+
+  describe "Task/Complete" do
+    it "should comlete a task that is overdue" do
+      task = FactoryGirl.create(:task, :due_at => 2.days.ago, :bucket => "overdue")
+      task.update_attributes(:completed_at => Time.now, :completed_by => @current_user.id)
+      task.errors.should be_empty
+      task.completed_at.should_not == nil
+      task.completor.should == @current_user
+    end
+
+    it "should complete a task due sometime in the future" do
+      task = FactoryGirl.create(:task, :due_at => Time.now.midnight.tomorrow, :bucket => "due_tomorrow")
+      task.update_attributes(:completed_at => Time.now, :completed_by => @current_user.id)
+      task.errors.should be_empty
+      task.completed_at.should_not == nil
+      task.completor.should == @current_user
+    end
+
+    it "should complete a task that is due on specific date in the future" do
+      task = FactoryGirl.create(:task, :calendar => "10/10/2022 12:00 AM", :bucket => "specific_time")
+      task.calendar = nil # Calendar is not saved in the database; we need it only to set the :due_at.
+      task.update_attributes(:completed_at => Time.now, :completed_by => @current_user.id)
+      task.errors.should be_empty
+      task.completed_at.should_not == nil
+      task.completor.should == @current_user
+    end
+
+    it "should complete a task that is due on specific date in the past" do
+      task = FactoryGirl.create(:task, :calendar => "10/10/1992 12:00 AM", :bucket => "specific_time")
+      task.calendar = nil # Calendar is not saved in the database; we need it only to set the :due_at.
+      task.update_attributes(:completed_at => Time.now, :completed_by => @current_user.id)
+      task.errors.should be_empty
+      task.completed_at.should_not == nil
+      task.completor.should == @current_user
+    end
+
+    it "completion should preserve original due date" do
+      due_at = 42.days.ago
+      time_format = I18n.t(Setting.task_calendar_with_time ? 
+                           'time.formats.mmddyyyy_hhmm' :
+                           'date.formats.mmddyyyy')
+      task = FactoryGirl.create(:task, :due_at => due_at, :bucket => "specific_time",
+                            :calendar => due_at.strftime(time_format))
+      task.update_attributes(:completed_at => Time.now, :completed_by => @current_user.id, :calendar => '')
+      task.completed?.should == true
+      parsed_time = DateTime.strptime(due_at.strftime(time_format), time_format).utc
+      task.due_at.to_i.should == parsed_time.to_i
+    end
+  end
+
+  # named_scope :my, lambda { |user| { :conditions => [ "(user_id = ? AND assigned_to IS NULL) OR assigned_to = ?", user.id, user.id ], :include => :assignee } }
+  describe "task.my?" do
+    it "should match a task created by the user" do
+      task = FactoryGirl.create(:task, :user => @current_user, :assignee => nil)
+      task.my?(@current_user).should == true
+    end
+
+    it "should match a task assigned to the user" do
+      task = FactoryGirl.create(:task, :user => FactoryGirl.create(:user), :assignee => @current_user)
+      task.my?(@current_user).should == true
+    end
+
+    it "should Not match a task not created by the user" do
+      task = FactoryGirl.create(:task, :user => FactoryGirl.create(:user))
+      task.my?(@current_user).should == false
+    end
+
+    it "should Not match a task created by the user but assigned to somebody else" do
+      task = FactoryGirl.create(:task, :user => @current_user, :assignee => FactoryGirl.create(:user))
+      task.my?(@current_user).should == false
+    end
+  end
+
+  # named_scope :assigned_by, lambda { |user| { :conditions => [ "user_id = ? AND assigned_to IS NOT NULL AND assigned_to != ?", user.id, user.id ], :include => :assignee } }
+  describe "task.assigned_by?" do
+    it "should match a task assigned by the user to somebody else" do
+      task = FactoryGirl.create(:task, :user => @current_user, :assignee => FactoryGirl.create(:user))
+      task.assigned_by?(@current_user).should == true
+    end
+
+    it "should Not match a task not created by the user" do
+      task = FactoryGirl.create(:task, :user => FactoryGirl.create(:user))
+      task.assigned_by?(@current_user).should == false
+    end
+
+    it "should Not match a task not assigned to anybody" do
+      task = FactoryGirl.create(:task, :assignee => nil)
+      task.assigned_by?(@current_user).should == false
+    end
+
+    it "should Not match a task assigned to the user" do
+      task = FactoryGirl.create(:task, :assignee => @current_user)
+      task.assigned_by?(@current_user).should == false
+    end
+  end
+
+  # named_scope :tracked_by, lambda { |user| { :conditions => [ "user_id = ? OR assigned_to = ?", user.id, user.id ], :include => :assignee } }
+  describe "task.tracked_by?" do
+    it "should match a task created by the user" do
+      task = FactoryGirl.create(:task, :user => @current_user)
+      task.tracked_by?(@current_user).should == true
+    end
+
+    it "should match a task assigned to the user" do
+      task = FactoryGirl.create(:task, :assignee => @current_user)
+      task.tracked_by?(@current_user).should == true
+    end
+
+    it "should Not match a task that is neither created nor assigned to the user" do
+      task = FactoryGirl.create(:task, :user => FactoryGirl.create(:user), :assignee => FactoryGirl.create(:user))
+      task.tracked_by?(@current_user).should == false
+    end
+  end
+
+  describe "Exportable" do
+    describe "unassigned tasks" do
+      before do
+        Task.delete_all
+        FactoryGirl.create(:task, :user => FactoryGirl.create(:user), :assignee => nil)
+        FactoryGirl.create(:task, :user => FactoryGirl.create(:user, :first_name => nil, :last_name => nil), :assignee => nil)
+      end
+      it_should_behave_like("exportable") do
+        let(:exported) { Task.all }
+      end
+    end
+
+    describe "assigned tasks" do
+      before do
+        Task.delete_all
+        FactoryGirl.create(:task, :user => FactoryGirl.create(:user), :assignee => FactoryGirl.create(:user))
+        FactoryGirl.create(:task, :user => FactoryGirl.create(:user, :first_name => nil, :last_name => nil), :assignee => FactoryGirl.create(:user, :first_name => nil, :last_name => nil))
+      end
+      it_should_behave_like("exportable") do
+        let(:exported) { Task.all }
+      end
+    end
+
+    describe "completed tasks" do
+      before do
+        Task.delete_all
+        FactoryGirl.create(:task, :user => FactoryGirl.create(:user), :completor => FactoryGirl.create(:user), :completed_at => 1.day.ago)
+        FactoryGirl.create(:task, :user => FactoryGirl.create(:user, :first_name => nil, :last_name => nil), :completor => FactoryGirl.create(:user, :first_name => nil, :last_name => nil), :completed_at => 1.day.ago)
+      end
+      it_should_behave_like("exportable") do
+        let(:exported) { Task.all }
+      end
+    end
+  end
+end
+