fat_free_crm 0.11.4 → 0.12.0

data/app/mailers/user_mailer.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 class UserMailer < ActionMailer::Base
 
   def password_reset_instructions(user)

data/app/models/entities/account.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: accounts
@@ -83,14 +71,14 @@ class Account < ActiveRecord::Base
   ransack_can_autocomplete
 
   validates_presence_of :name, :message => :missing_account_name
-  validates_uniqueness_of :name, :scope => :deleted_at
+  validates_uniqueness_of :name, :scope => :deleted_at if Setting.require_unique_account_names
   validate :users_for_shared_access
   before_save :nullify_blank_category
 
   # Default values provided through class methods.
   #----------------------------------------------------------------------------
   def self.per_page ; 20 ; end
-  
+
   # Extract last line of billing address and get rid of numeric zipcode.
   #----------------------------------------------------------------------------
   def location
@@ -143,4 +131,6 @@ class Account < ActiveRecord::Base
   def nullify_blank_category
     self.category = nil if self.category.blank?
   end
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_account, self)
 end

data/app/models/entities/account_contact.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: account_contacts
@@ -30,9 +18,10 @@
 class AccountContact < ActiveRecord::Base
   belongs_to :account
   belongs_to :contact
-  
+
   has_paper_trail :meta => { :related => :contact }, :ignore => [ :id, :created_at, :updated_at, :contact_id ]
-  
+
   validates :account_id, :presence => true
 
+  ActiveSupport.run_load_hooks(:fat_free_crm_account_contact, self)
 end

data/app/models/entities/account_opportunity.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: account_opportunities
@@ -33,4 +21,6 @@ class AccountOpportunity < ActiveRecord::Base
   validates_presence_of :account_id, :opportunity_id
 
   has_paper_trail
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_account_opportunity, self)
 end

data/app/models/entities/campaign.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: campaigns
@@ -120,4 +108,6 @@ class Campaign < ActiveRecord::Base
     errors.add(:access, :share_campaign) if self[:access] == "Shared" && !self.permissions.any?
   end
 
+  ActiveSupport.run_load_hooks(:fat_free_crm_campaign, self)
+
 end

data/app/models/entities/contact.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: contacts
@@ -67,7 +55,7 @@ class Contact < ActiveRecord::Base
   serialize :subscribed_users, Set
 
   accepts_nested_attributes_for :business_address, :allow_destroy => true, :reject_if => proc {|attributes| Address.reject_address(attributes)}
-    
+
   scope :created_by, lambda { |user| { :conditions => [ "user_id = ?", user.id ] } }
   scope :assigned_to, lambda { |user| { :conditions => ["assigned_to = ?", user.id ] } }
 
@@ -87,7 +75,7 @@ class Contact < ActiveRecord::Base
 
     other = t[:email].matches("%#{query}%").or(t[:alt_email].matches("%#{query}%"))
     other = other.or(t[:phone].matches("%#{query}%")).or(t[:mobile].matches("%#{query}%"))
-    
+
     where( name_query.nil? ? other : name_query.or(other) )
   }
 
@@ -96,12 +84,12 @@ class Contact < ActiveRecord::Base
   uses_comment_extensions
   acts_as_taggable_on :tags
   has_paper_trail :ignore => [ :subscribed_users ]
-  
+
   has_fields
   exportable
   sortable :by => [ "first_name ASC",  "last_name ASC", "created_at DESC", "updated_at DESC" ], :default => "created_at DESC"
 
-  validates_presence_of :first_name, :message => :missing_first_name
+  validates_presence_of :first_name, :message => :missing_first_name if Setting.require_first_names
   validates_presence_of :last_name, :message => :missing_last_name if Setting.require_last_names
   validate :users_for_shared_access
 
@@ -124,8 +112,9 @@ class Contact < ActiveRecord::Base
   #----------------------------------------------------------------------------
   def save_with_account_and_permissions(params)
     save_account(params)
+    result = self.save
     self.opportunities << Opportunity.find(params[:opportunity]) unless params[:opportunity].blank?
-    self.save
+    result
   end
 
   # Backend handler for [Update Contact] form (see contact/update).
@@ -168,9 +157,9 @@ class Contact < ActiveRecord::Base
     %w(first_name last_name title source email alt_email phone mobile blog linkedin facebook twitter skype do_not_call background_info).each do |name|
       attributes[name] = model.send(name.intern)
     end
-    
+
     contact = Contact.new(attributes)
-    
+
     # Set custom fields.
     if model.class.respond_to?(:fields)
       model.class.fields.each do |field|
@@ -179,19 +168,19 @@ class Contact < ActiveRecord::Base
         end
       end
     end
-    
+
     contact.business_address = Address.new(:street1 => model.business_address.street1, :street2 => model.business_address.street2, :city => model.business_address.city, :state => model.business_address.state, :zipcode => model.business_address.zipcode, :country => model.business_address.country, :full_address => model.business_address.full_address, :address_type => "Business") unless model.business_address.nil?
 
     # Save the contact only if the account and the opportunity have no errors.
     if account.errors.empty? && opportunity.errors.empty?
       # Note: contact.account = account doesn't seem to work here.
       contact.account_contact = AccountContact.new(:account => account, :contact => contact) unless account.id.blank?
-      contact.opportunities << opportunity unless opportunity.id.blank?
       if contact.access != "Lead" || model.nil?
         contact.save
       else
         contact.save_with_model_permissions(model)
       end
+      contact.opportunities << opportunity unless opportunity.id.blank? # must happen after contact is saved
     end
     contact
   end
@@ -202,7 +191,7 @@ class Contact < ActiveRecord::Base
   def users_for_shared_access
     errors.add(:access, :share_contact) if self[:access] == "Shared" && !self.permissions.any?
   end
-  
+
   # Handles the saving of related accounts
   #----------------------------------------------------------------------------
   def save_account(params)
@@ -217,4 +206,5 @@ class Contact < ActiveRecord::Base
     self.reload unless self.new_record? # ensure the account association is updated
   end
 
+  ActiveSupport.run_load_hooks(:fat_free_crm_contact, self)
 end

data/app/models/entities/contact_opportunity.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: contact_opportunities
@@ -34,4 +22,6 @@ class ContactOpportunity < ActiveRecord::Base
   validates_presence_of :contact_id, :opportunity_id
 
   # has_paper_trail
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_contact_opportunity, self)
 end

data/app/models/entities/lead.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: leads
@@ -84,7 +72,7 @@ class Lead < ActiveRecord::Base
   has_ransackable_associations %w(contact campaign tasks tags activities emails addresses comments)
   ransack_can_autocomplete
 
-  validates_presence_of :first_name, :message => :missing_first_name
+  validates_presence_of :first_name, :message => :missing_first_name if Setting.require_first_names
   validates_presence_of :last_name, :message => :missing_last_name if Setting.require_last_names
   validate :users_for_shared_access
 
@@ -196,4 +184,6 @@ private
   def users_for_shared_access
     errors.add(:access, :share_lead) if self[:access] == "Shared" && !self.permissions.any?
   end
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_lead, self)
 end

data/app/models/entities/opportunity.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: opportunities
@@ -89,7 +77,7 @@ class Opportunity < ActiveRecord::Base
   exportable
   sortable :by => [ "name ASC", "amount DESC", "amount*probability DESC", "probability DESC", "closes_on ASC", "created_at DESC", "updated_at DESC" ], :default => "created_at DESC"
 
-  has_ransackable_associations %w(account contacts tags activities emails comments)
+  has_ransackable_associations %w(account contacts tags campaign activities emails comments)
   ransack_can_autocomplete
 
   validates :stage, :inclusion => { :in => Setting.unroll(:opportunity_stage).map{|s| s.last.to_s } }
@@ -109,6 +97,7 @@ class Opportunity < ActiveRecord::Base
   # Default values provided through class methods.
   #----------------------------------------------------------------------------
   def self.per_page ; 20 ; end
+  def self.default_stage; Setting[:opportunity_default_stage].try(:to_s) || 'prospecting'; end
 
   #----------------------------------------------------------------------------
   def weighted_amount
@@ -204,4 +193,5 @@ class Opportunity < ActiveRecord::Base
     end
   end
 
+  ActiveSupport.run_load_hooks(:fat_free_crm_opportunity, self)
 end

data/app/models/fields/core_field.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: fields
@@ -44,5 +32,6 @@ class CoreField < Field
   def error_on_destroy
     errors.add_to_base "Core fields cannot be deleted."
   end
-end
 
+  ActiveSupport.run_load_hooks(:fat_free_crm_core_field, self)
+end

data/app/models/fields/custom_field.rb

@@ -1,20 +1,8 @@
-# Fat Free CRM
-# Copyright (C) 2008-2011 by Michael Dvorkin
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
 #
-# 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 is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
 #------------------------------------------------------------------------------
-
 # == Schema Information
 #
 # Table name: fields
@@ -81,7 +69,7 @@ class CustomField < Field
     obj.errors.add(attr, ::I18n.t('activerecord.errors.models.custom_field.required', :field => label)) if required? and obj.send(attr).blank?
     obj.errors.add(attr, ::I18n.t('activerecord.errors.models.custom_field.maxlength', :field => label)) if (maxlength.to_i > 0) and (obj.send(attr).to_s.length > maxlength.to_i)
   end
-  
+
   protected
 
   # When changing a custom field's type, it may be necessary to
@@ -151,4 +139,6 @@ class CustomField < Field
       klass.serialize_custom_fields!
     end
   end
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_custom_field, self)
 end