fat_free_crm 0.11.3 → 0.11.4

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

@@ -0,0 +1,43 @@
+%li.highlight[contact]
+  = avatar_for(contact, :size => "30x30")
+
+  %ul.tools
+    = hook(:contact_tools_before, self, :contact => contact)
+
+    - if can?(:update, contact)
+      %li= link_to_edit(contact)
+
+    - if shown_on_landing_page?
+      %li= link_to_discard(contact)
+
+    - if can?(:destroy, contact)
+      %li= link_to_delete(contact)
+
+  .indentslim
+    = link_to_if can?(:read, contact), contact.full_name(@current_user.preference[:contacts_naming]), contact
+    %tt
+      = brief_account_info(contact)
+
+      - if (lead = contact.lead) and lead.referred_by?
+        –
+        == #{t :referred_by_small} #{lead.referred_by}
+
+    %dt{ :style => "padding: 2px 0px 0px 0px" }
+      - if can?(:read, contact)
+        - if contact.email.present?
+          = link_to_email(contact.email)
+          |
+        - if contact.phone.present?
+          == #{t :phone_small}:
+          %b= contact.phone
+        |
+        - if contact.mobile.present?
+          == #{t :mobile_small}:
+          %b= contact.mobile
+          |
+      = 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/_new.html.haml

@@ -6,10 +6,12 @@
   = f.error_messages :object_name => t('contact')
 
   = render "contacts/top_section", :f => f
+  = render "fields/edit_custom_field_group", :f => f
+  = render "shared/add_comment",   :f => f
   = render "contacts/extra",       :f => f
   = render "contacts/web",         :f => f
-  = render "fields/groups", :f => f
-  = render "contacts/permissions", :f => f
+  = render "fields/groups",        :f => f
+  = render "entities/permissions", :f => f, :entity => @contact
 
   .buttonbar
     = f.submit t(:create_contact), :onclick => "crm.create_contact()"

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

@@ -0,0 +1,26 @@
+- collapsed = session[:contact_show_extra].nil? # && contact.errors.empty?
+= section_title :contact_show_extra, collapsed, t(:extra_info), t('show_extra_info_small')
+.show_fields
+  #contact_show_extra{ hidden_if(collapsed) }
+    %table.asset_attributes
+      %tr
+        = col(t(:title), contact.title)
+        = col(t(:department), contact.department)
+      %tr
+        = col(t(:alt_email), contact.alt_email, false, true)
+        = col(t(:mobile), contact.mobile)
+      %tr
+        = col(t(:fax), contact.fax)
+        = col(t(:do_not_call), contact.do_not_call == false ? "no" : "yes")
+      %tr
+        %th=t(:address) + ":"
+        %td
+          %div
+            %strong= render "shared/address_show", :asset => contact, :type => 'business', :title => nil
+      %tr
+        %th= t(:web_presence)
+        %td= web_presence_icons(contact)
+        = col(t(:permissions), (contact.permissions.empty? ? t(:shared_with_everyone) : contact.permissions.join(", ")))
+      - if Setting.background_info && Setting.background_info.include?(:contact)
+        %tr
+          = col(t(:background_info), contact.background_info)

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

@@ -0,0 +1,22 @@
+- collapsed = session[:contact_show_general].nil? # && contact.errors.empty?
+= section_title :contact_show_general, collapsed, t(:general_info), t('show_general_info_small')
+.show_fields
+  #contact_show_general{ hidden_if(collapsed) }
+    %table.asset_attributes
+      %tr
+        = col(t(:first_name), contact.first_name)
+        = col(t(:last_name), contact.last_name)
+      %tr
+        = col(t(:email), contact.email, false, true)
+        = col(t(:phone), contact.phone)
+      %tr
+        = col(t(:account), account_with_url_for(contact))
+        - assigned_to_user = User.find_by_id(contact.assigned_to)
+        = col(t(:assigned_to), assigned_to_user ? link_to(assigned_to_user.name, url_for(assigned_to_user)) : "")
+      %tr
+        = col(t(:tags), contact.tag_list.map{|tag| content_tag(:span, tag, :class => "fbtag")}.join(' '))
+        
+    -# Show custom fields that are in the default field group
+    - custom_field_group = contact.field_groups.select{|f| f.name == 'custom_fields'}
+    - fields = custom_field_group.first.fields.without_pairs
+    = render("fields/group_view", :fields => fields, :entity => contact) if fields.any?

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

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

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

@@ -1,15 +1,7 @@
 .panel#summary
-  %span{:style => "float:right"}= gravatar_for(@contact, :size => "50x50")
+  %span{:style => "float:right"}= avatar_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))
+  = account_with_title_and_department(@contact)
 
   %div= render "shared/address_show", :asset => @contact, :type => 'business', :title => :address
 

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

@@ -0,0 +1,11 @@
+#confirm{ hidden }
+.title_tools#menu
+  = link_to_inline(:edit_contact, edit_contact_path(@contact), :text => t(:edit)) + " | "
+  = link_to_function(t(:delete) + '?', confirm_delete(@contact))
+.title_tools#buttons
+  = view_buttons
+.title#edit_contact_title
+  = h(@contact.full_name)
+  = image_tag("loading.gif", :size => :thumb, :id => "loading", :style => "display: none;")
+
+%div#edit_contact{ hidden }

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

@@ -31,7 +31,7 @@
           %td= spacer
           %td
             .label #{t :assigned_to}:
-            = user_select(:contact)
+            = user_select(:contact, all_users, current_user)
 
         - if Setting.background_info && Setting.background_info.include?(:contact)
           %tr

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

@@ -6,14 +6,13 @@ if @contact.valid?
   page[dom_id(@contact)].visual_effect :highlight, :duration => 1.5
   if called_from_index_page?
     page << refresh_sidebar(:index)
-    page[:paginate].replace_html render(:partial => "shared/paginate")
+    page[:paginate].replace_html render(:partial => "shared/paginate_with_per_page")
   else
     page[:recently].replace :partial => "shared/recently"
   end
   page.call "crm.flick", :empty, :remove
 else
   page[:create_contact].replace_html :partial => "new"
-  page.call "crm.init_chosen_fields"
   page.call "crm.create_or_select_account", request.referer =~ /\/accounts\// || @account.id.blank?
   page[:create_contact].visual_effect :shake, :duration => 0.25, :distance => 6
   page[:contact_first_name].focus

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

@@ -1,7 +1,7 @@
 page[dom_id(@contact)].visual_effect "blind_up", :duration => 0.25
 if called_from_index_page?
   page << refresh_sidebar(:index)
-  page[:paginate].replace_html render(:partial => "shared/paginate")
+  page[:paginate].replace_html render(:partial => "shared/paginate_with_per_page")
 else
   page[:recently].replace :partial => "shared/recently"
 end

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

@@ -22,11 +22,9 @@ else # <----------------------------------------- Show [Edit Contact] form.
     page.call "crm.highlight_off", id             # Disable onMouseOver for the list item.
     page.call "crm.hide_form", :create_contact    # Hide [Create Contact] form if any.
     page[id].replace_html :partial => "edit"      # Show [Edit Contact] form.
-    page.call "crm.init_chosen_fields"
 
   elsif params[:cancel].false?                    # Called from title of the contact landing page...
     page[:edit_contact].replace_html :partial => "edit"
-    page.call "crm.init_chosen_fields"
     page.call "crm.flip_form", :edit_contact
     page.call "crm.set_title", :edit_contact, "#{t :edit} #{h(@contact.full_name)}"
   end

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

@@ -1,26 +1,18 @@
 = styles_for :contact
 
-.title_tools
-  = link_to_inline(:create_contact, new_contact_path, :text=> t(:create_contact)) << " | "
-  - if Setting.advanced_search_enabled
-    = link_to_inline(:advanced_search, advanced_search_contacts_path, :text => t(:advanced_search)) << " | "
-  = link_to_inline(:options, options_contacts_path, :text=> t(:options))
-
-.title
-  %span#create_contact_title #{t :contacts}
-  = image_tag("loading.gif", :size => :thumb, :id => "loading", :style => "display: none;")
-.remote#options{ hidden }
-.remote#advanced_search{ hidden_if(!params[:q]) }
-  - if params[:q]
-    = render :partial => "advanced_search"
+= render 'entities/title_bar'
 
 .remote#create_contact{ hidden }
 
+= render "search"
+
+.remote#options{ hidden }
+
 .list#contacts
   - if @contacts.any?
     = render @contacts
   - else
     = render "shared/empty"
 
-#paginate= render "shared/paginate"
+#paginate= render "shared/paginate_with_per_page"
 #export= render "shared/export"

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

@@ -3,4 +3,6 @@ if @contacts.any?
 else
   page[:contacts].replace_html render(:partial => "shared/empty")
 end
-page[:paginate].replace_html render(:partial => "shared/paginate")
+page[:paginate].replace_html render(:partial => "shared/paginate_with_per_page")
+page[:export].replace_html :partial => "shared/export"
+page[:search_results_count].replace_html :text => t('search_results_count', :count => @search_results_count)

data/app/views/contacts/index.xls.builder

@@ -0,0 +1,102 @@
+xml.Worksheet 'ss:Name' => I18n.t(:tab_contacts) do
+  xml.Table do
+    unless @contacts.empty?
+      # Header.
+      xml.Row do
+        heads = [I18n.t('lead'),
+                 I18n.t('job_title'),
+                 I18n.t('name'),
+                 I18n.t('first_name'),
+                 I18n.t('last_name'),
+                 I18n.t('email'),
+                 I18n.t('alt_email'),
+                 I18n.t('phone'),
+                 I18n.t('mobile'),
+                 I18n.t('fax'),
+                 I18n.t('born_on'),
+                 I18n.t('background_info'),
+                 I18n.t('blog'),
+                 I18n.t('linked_in'),
+                 I18n.t('facebook'),
+                 I18n.t('twitter'),
+                 I18n.t('skype'),
+                 I18n.t('date_created'),
+                 I18n.t('date_updated'),
+                 I18n.t('assigned_to'),
+                 I18n.t('access'),
+                 I18n.t('department'),
+                 I18n.t('source'),
+                 I18n.t('do_not_call'),
+                 I18n.t('street1'),
+                 I18n.t('street2'),
+                 I18n.t('city'),
+                 I18n.t('state'),
+                 I18n.t('zipcode'),
+                 I18n.t('country'),
+                 I18n.t('address')]
+        
+        # Append custom field labels to header
+        Contact.fields.each do |field|
+          heads << field.label
+        end
+        
+        heads.each do |head|
+          xml.Cell do
+            xml.Data head,
+                     'ss:Type' => 'String'
+          end
+        end
+      end
+      
+      # Contact rows.
+      @contacts.each do |contact|
+        xml.Row do
+          address = contact.business_address
+          data    = [contact.lead.try(:name),
+                     contact.title,
+                     contact.name,
+                     contact.first_name,
+                     contact.last_name,
+                     contact.email,
+                     contact.alt_email,
+                     contact.phone,
+                     contact.mobile,
+                     contact.fax,
+                     contact.born_on,
+                     contact.background_info,
+                     contact.blog,
+                     contact.linkedin,
+                     contact.facebook,
+                     contact.twitter,
+                     contact.skype,
+                     contact.created_at,
+                     contact.updated_at,
+                     contact.assignee.try(:name),
+                     contact.access,
+                     contact.department,
+                     contact.source,
+                     contact.do_not_call,
+                     address.try(:street1),
+                     address.try(:street2),
+                     address.try(:city),
+                     address.try(:state),
+                     address.try(:zipcode),
+                     address.try(:country),
+                     address.try(:full_address)]
+          
+          # Append custom field values.
+          Contact.fields.each do |field|
+            data << contact.send(field.name)
+          end
+          
+          data.each do |value|
+            xml.Cell do
+              xml.Data value,
+                       'ss:Type' => "#{value.respond_to?(:abs) ? 'Number' : 'String'}"
+            end
+          end
+        end
+      end
+    end
+  end
+end

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

@@ -1,10 +1,8 @@
 page.call "crm.flick", :empty, :toggle
-page.call "crm.hide_form", :options if called_from_index_page?
 page.call "crm.flip_form", :create_contact
 
 unless params[:cancel].true?
   page[:create_contact].replace_html :partial => "new"
-  page.call "crm.init_chosen_fields"
   page.call "crm.set_title", :create_contact, t(:create_contact)
   page.call "crm.create_or_select_account", request.referer =~ /\/accounts\// || @account.id.blank?
   hook(:new_contact_rjs, self, :page => page)

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

@@ -1,22 +1,22 @@
-= styles_for :task, :opportunity
+- if (template = template_for_current_view)
+  = render(template, :contact => @contact)
+- else
 
-#confirm{ hidden }
-.title_tools#menu
-  = link_to_inline(:edit_contact, edit_contact_path(@contact), :text => t(:edit)) + " | "
-  = link_to_function(t(:delete) + '?', confirm_delete(@contact))
-.title#edit_contact_title= h(@contact.full_name)
+  -# default view
 
-%div#edit_contact{ hidden }
+  = styles_for :task, :opportunity
+  
+  = render 'contacts/title_bar', :contact => @contact
 
-= render "comments/new", :commentable => @contact
-= render :partial => "shared/timeline", :collection => @timeline
+  = render "comments/new", :commentable => @contact
+  = render :partial => "shared/timeline", :collection => @timeline
 
-= hook(:show_contact_bottom, self) do
+  = hook(:show_contact_bottom, self) do
 
-  = render :partial => "tasks/tasks", :locals => {:object => @contact}
+    = render :partial => "tasks/tasks", :locals => {:object => @contact}
 
-  = render :partial => "opportunities/opportunities", :locals => {:object => @contact}
+    = render :partial => "opportunities/opportunities", :locals => {:object => @contact}
+    
+    = render :partial => "versions/versions", :locals => {:object => @contact}
 
-  = render :partial => "versions/versions", :locals => {:object => @contact}
-
-  = load_select_popups_for(@contact, :tasks, :opportunities)
+    = load_select_popups_for(@contact, :tasks, :opportunities)

data/app/views/contacts/show.js.erb

@@ -0,0 +1,2 @@
+jQuery('#main').html('<%= j (render :template => "contacts/show.html", :contact => @contact) %>')
+<%= raw generate_js_for_popups(@contact, :tasks, :opportunities) %>

data/app/views/entities/_basic_search.html.haml

@@ -0,0 +1,22 @@
+- model = controller.controller_name.classify.constantize
+- sort_by_menu_items = model.sort_by_fields.map { |field| options_menu_item(:sort_by, field) }
+- current_sort_by = t("option_" + model.sort_by_map.invert[@sort_by])
+
+%div{ :style => "margin: 0px 0px 6px 0px" }
+  = text_field_tag('query', @current_query, :size => 32, :placeholder => "Search #{controller_name}")
+  %span.sorting_options
+    -# sort_by_displaying: Sort {{models}} by {{field}} displaying first name {{position}} last name.
+    = t(:sort_by, :models => t(:"#{controller_name}_small"), :field => link_to(current_sort_by, "#", :id => :sort_by)).html_safe
+  
+  :javascript
+    new Form.Element.Observer('query', 1.5, function(element, value) {
+      crm.search(value, '#{controller_name}');
+    });
+
+  :javascript
+    new crm.Menu({
+      trigger   : "sort_by",
+      fade      : 0.5,
+      appear    : 0.5,
+      menu_items: [ #{sort_by_menu_items.join(",")} ]
+    });

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

@@ -0,0 +1,41 @@
+- edit ||= false
+- model = entity.class.name.downcase
+- collapsed = session[:entity_permissions].nil?
+= subtitle :entity_permissions, collapsed, t(:permissions)
+.section
+  %small#entity_permissions_intro{ hidden_if(!collapsed) }
+    = get_default_permissions_intro(entity.access, t("#{model}_small")) unless edit
+  #entity_permissions{ hidden_if(collapsed) }
+    .radio_box
+      = f.radio_button :access, "Private", :onclick => "$('people').hide()"
+      = f.label :access_private, t(:keep_private), :style => "cursor:pointer"
+    .radio_box
+      = f.radio_button :access, "Public", :onclick => "$('people').hide()"
+      = f.label :access_public, t(:make_public), :style => "cursor:pointer"
+    .radio_box
+      = f.radio_button :access, "Shared", :onclick => "$('people').show()"
+      = f.label :access_shared, t(:share_with), :style => "cursor:pointer"
+
+    #people{ hidden_if(entity.access != "Shared") }
+      %table
+        %tr
+          %td
+            = f.label :user_ids, "#{t(:users)}:"
+            %br
+            = f.select :user_ids, user_options, {}, :multiple => true
+            :javascript
+              new Chosen($('#{model}_user_ids'));
+
+        %tr
+          %td
+            = f.label :group_ids, "#{t(:groups)}:"
+            %br
+            = f.select :group_ids, group_options, {}, :multiple => true
+            :javascript
+              new Chosen($('#{model}_group_ids'));
+
+    - if !edit and entity.is_a?(Lead)
+      .radio_box
+        = f.radio_button :access, t(:campaign), :onclick => "$('people').hide(); $('lead_access_campaign').value = 'Campaign'", :disabled => true
+        %font{ :id => :copy_permissions, :color => :grey }
+          = t(:copy_permissions, t(:campaign_small))