reduced_fat_crm 0.14.0

data/app/helpers/users_helper.rb

@@ -0,0 +1,35 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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
+#------------------------------------------------------------------------------
+module UsersHelper
+  def language_for(user)
+    if user.preference[:locale]
+      locale, language = languages.detect { |locale, _language| locale == user.preference[:locale] }
+    end
+    language || "English"
+  end
+
+  def sort_by_language
+    languages.sort.map do |locale, language|
+      %[{ name: "#{language}", on_select: function() { #{redraw(:locale, [locale, language], url_for(action: :redraw, id: current_user))} } }]
+    end
+  end
+
+  def all_users
+    User.by_name
+  end
+
+  def user_select(asset, users, myself)
+    user_options = user_options_for_select(users, myself)
+    select(asset, :assigned_to, user_options,
+           { include_blank: t(:unassigned) },
+           style:         "width:160px",
+           class: 'select2')
+  end
+
+  def user_options_for_select(users, myself)
+    (users - [myself]).map { |u| [u.full_name, u.id] }.prepend([t(:myself), myself.id])
+  end
+end

data/app/helpers/versions_helper.rb

@@ -0,0 +1,32 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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
+#------------------------------------------------------------------------------
+module VersionsHelper
+  # Parse the changes for each version
+  #----------------------------------------------------------------------------
+  def parse_version(attr_name, change)
+    if attr_name =~ /\Acf_/ && (field = CustomField.where(name: attr_name).first).present?
+      label = field.label
+      first = field.render(change.first)
+      second = field.render(change.second)
+    else
+      label = t(attr_name)
+      first = change.first
+      second = change.second
+    end
+
+    # Find account and link to it.
+    if attr_name == 'account_id'
+      if first.present? && (account = Account.find_by_id(first))
+        first = link_to(h(account.name), account_path(account))
+      end
+      if second.present? && (account = Account.find_by_id(second))
+        second  = link_to(h(account.name), account_path(account))
+      end
+    end
+
+    [label, first, second]
+  end
+end

data/app/inputs/date_pair_input.rb

@@ -0,0 +1,65 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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 DatePairInput < SimpleForm::Inputs::Base
+  # Output two date fields: start and end
+  #------------------------------------------------------------------------------
+  def input(wrapper_options)
+    add_autocomplete!
+    out = "<br />".html_safe
+
+    field1, field2 = get_fields
+
+    [field1, field2].compact.each do |field|
+      out << '<div>'.html_safe
+      label = field == field1 ? I18n.t('pair.start') : I18n.t('pair.end')
+      [:required, :disabled].each { |k| input_html_options.delete(k) } # ensure these come from field not default options
+      input_html_options.merge!(field.input_options)
+      input_html_options.merge!(value: value(field))
+      out << "<label#{' class="req"' if input_html_options[:required]}>#{label}</label>".html_safe
+      text = @builder.text_field(field.name, merge_wrapper_options(input_html_options, wrapper_options))
+      out << text << '</div>'.html_safe
+    end
+
+    out
+  end
+
+  private
+
+  # Returns true if either field is required?
+  #------------------------------------------------------------------------------
+  def required_field?
+    get_fields.map(&:required).any?
+  end
+
+  # Turns autocomplete off unless told otherwise.
+  #------------------------------------------------------------------------------
+  def add_autocomplete!
+    input_html_options[:autocomplete] ||= 'off'
+  end
+
+  # Datepicker latches onto the 'date' class.
+  #------------------------------------------------------------------------------
+  def input_html_classes
+    super.push('date')
+  end
+
+  # Returns the pair as [field1, field2]
+  #------------------------------------------------------------------------------
+  def get_fields
+    @field1 ||= Field.where(name: attribute_name).first
+    @field2 ||= @field1.try(:paired_with)
+    [@field1, @field2]
+  end
+
+  # Serialize into a value recognised by datepicker
+  #------------------------------------------------------------------------------
+  def value(field)
+    val = object.send(field.name)
+    val.present? ? val.strftime('%Y-%m-%d') : nil
+  end
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_date_pair_input, self)
+end

data/app/inputs/date_time_input.rb

@@ -0,0 +1,36 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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 DateTimeInput < SimpleForm::Inputs::DateTimeInput
+  def input(wrapper_options)
+    add_autocomplete!
+    input_html_options.merge(input_options)
+    input_html_options.merge!(value: value)
+    @builder.text_field(attribute_name, merge_wrapper_options(input_html_options, wrapper_options))
+  end
+
+  def label_target
+    attribute_name
+  end
+
+  private
+
+  def has_required?
+    options[:required]
+  end
+
+  def add_autocomplete!
+    input_html_options[:autocomplete] ||= 'off'
+  end
+
+  # Serialize into a value recognised by datepicker, also sorts out timezone conversion
+  #------------------------------------------------------------------------------
+  def value
+    val = object.send(attribute_name)
+    val.present? ? val.strftime('%Y-%m-%d %H:%M') : nil
+  end
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_date_time_input, self)
+end

data/app/inputs/datetime_pair_input.rb

@@ -0,0 +1,25 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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 DatetimePairInput < DatePairInput
+  private
+
+  # Tell datepicker this is a datetime
+  #------------------------------------------------------------------------------
+  def input_html_classes
+    classes = super.dup
+    classes.delete('date')
+    classes.push('datetime')
+  end
+
+  # Return value recognised by datepicker and ensure timezone properly set by AR
+  #------------------------------------------------------------------------------
+  def value(field)
+    val = object.send(field.name)
+    val.present? ? val.strftime('%Y-%m-%d %H:%M') : nil
+  end
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_datetime_pair_input, self)
+end

data/app/inputs/text_input.rb

@@ -0,0 +1,12 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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 TextInput < SimpleForm::Inputs::TextInput
+  def input(wrapper_options)
+    @builder.text_area(attribute_name, { rows: 7 }.merge(merge_wrapper_options(input_html_options, wrapper_options)))
+  end
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_text_input, self)
+end

data/app/mailers/dropbox_mailer.rb

@@ -0,0 +1,18 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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 DropboxMailer < ActionMailer::Base
+  def dropbox_notification(user, from, email, mediator_links)
+    I18n.locale = Setting.locale
+    @mediator_links = mediator_links.join("\n")
+    @subject        = email.subject
+    @body           = email.body_plain
+
+    mail subject: I18n.t(:dropbox_notification_subject, subject: email.subject),
+         to: user.email,
+         from: from,
+         date: Time.now
+  end
+end

data/app/mailers/subscription_mailer.rb

@@ -0,0 +1,30 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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 SubscriptionMailer < ActionMailer::Base
+  def comment_notification(user, comment)
+    @entity = comment.commentable
+    @entity_type = @entity.class.to_s
+    @entity_name = @entity.respond_to?(:full_name) ? @entity.full_name : @entity.name
+
+    @comment = comment
+    @user = comment.user
+
+    if (reply_to = Setting.email_comment_replies[:address]).blank?
+      email_host = Setting.host.present? ? Setting.host : 'example.com'
+      reply_to = "no-reply@#{email_host}"
+    end
+
+    # If entity has tags, join them and wrap in parantheses
+    subject = "RE: [#{@entity_type.downcase}:#{@entity.id}] #{@entity_name}"
+    subject << " (#{@entity.tag_list.join(', ')})" if @entity.tag_list.any?
+
+    mail subject: subject,
+         to: user.email,
+         from: "#{@user.full_name} <#{reply_to}>",
+         date: Time.now
+  end
+end

data/app/mailers/user_mailer.rb

@@ -0,0 +1,32 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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)
+    @edit_password_url = edit_password_url(user.perishable_token)
+
+    mail subject: "Fat Free CRM: " + I18n.t(:password_reset_instruction),
+         to: user.email,
+         from: from_address,
+         date: Time.now
+  end
+
+  def assigned_entity_notification(entity, assigner)
+    @entity_url = url_for(entity)
+    @entity_name = entity.name
+    @entity_type = entity.class.name
+    @assigner_name = assigner.name
+    mail subject: "Fat Free CRM: You have been assigned #{@entity_name} #{@entity_type}",
+         to: entity.assignee.email,
+         from: from_address
+  end
+
+  private
+
+  def from_address
+    from = (Setting.smtp || {})[:from]
+    !from.blank? ? from : "Fat Free CRM <noreply@fatfreecrm.com>"
+  end
+end

data/app/models/entities/account.rb

@@ -0,0 +1,142 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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
+#
+#  id              :integer         not null, primary key
+#  user_id         :integer
+#  assigned_to     :integer
+#  name            :string(64)      default(""), not null
+#  access          :string(8)       default("Public")
+#  website         :string(64)
+#  toll_free_phone :string(32)
+#  phone           :string(32)
+#  fax             :string(32)
+#  deleted_at      :datetime
+#  created_at      :datetime
+#  updated_at      :datetime
+#  email           :string(64)
+#  background_info :string(255)
+#  rating          :integer         default(0), not null
+#  category        :string(32)
+#
+
+class Account < ActiveRecord::Base
+  belongs_to :user
+  belongs_to :assignee, class_name: "User", foreign_key: :assigned_to
+  has_many :account_contacts, dependent: :destroy
+  has_many :contacts, -> { distinct }, through: :account_contacts
+  has_many :account_opportunities, dependent: :destroy
+  has_many :opportunities, -> { order("opportunities.id DESC").distinct }, through: :account_opportunities
+  has_many :tasks, as: :asset, dependent: :destroy # , :order => 'created_at DESC'
+  has_one :billing_address, -> { where(address_type: "Billing") }, dependent: :destroy, as: :addressable, class_name: "Address"
+  has_one :shipping_address, -> { where(address_type: "Shipping") }, dependent: :destroy, as: :addressable, class_name: "Address"
+  has_many :addresses, dependent: :destroy, as: :addressable, class_name: "Address" # advanced search uses this
+  has_many :emails, as: :mediator
+
+  serialize :subscribed_users, Set
+
+  accepts_nested_attributes_for :billing_address,  allow_destroy: true, reject_if: proc { |attributes| Address.reject_address(attributes) }
+  accepts_nested_attributes_for :shipping_address, allow_destroy: true, reject_if: proc { |attributes| Address.reject_address(attributes) }
+
+  scope :state, ->(filters) {
+    where('category IN (?)' + (filters.delete('other') ? ' OR category IS NULL' : ''), filters)
+  }
+  scope :created_by,  ->(user) { where(user_id: user.id) }
+  scope :assigned_to, ->(user) { where(assigned_to: user.id) }
+
+  scope :text_search, ->(query) { search('name_or_email_cont' => query).result }
+
+  scope :visible_on_dashboard, ->(user) {
+    # Show accounts which either belong to the user and are unassigned, or are assigned to the user
+    where('(user_id = :user_id AND assigned_to IS NULL) OR assigned_to = :user_id', user_id: user.id)
+  }
+
+  scope :by_name, -> { order(:name) }
+
+  uses_user_permissions
+  acts_as_commentable
+  uses_comment_extensions
+  acts_as_taggable_on :tags
+  has_paper_trail class_name: 'Version', ignore: [:subscribed_users]
+  has_fields
+  exportable
+  sortable by: ["name ASC", "rating DESC", "created_at DESC", "updated_at DESC"], default: "created_at DESC"
+
+  has_ransackable_associations %w(contacts opportunities tags activities emails addresses comments tasks)
+  ransack_can_autocomplete
+
+  validates_presence_of :name, message: :missing_account_name
+  validates_uniqueness_of :name, scope: :deleted_at, if: -> { Setting.require_unique_account_names }
+  validates :rating, inclusion: { in: 0..5 }, allow_blank: true
+  validates :category, inclusion: { in: proc { Setting.unroll(:account_category).map { |s| s.last.to_s } } }, allow_blank: true
+  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
+    return "" unless self[:billing_address]
+    location = self[:billing_address].strip.split("\n").last
+    location.gsub(/(^|\s+)\d+(:?\s+|$)/, " ").strip if location
+  end
+
+  # Attach given attachment to the account if it hasn't been attached already.
+  #----------------------------------------------------------------------------
+  def attach!(attachment)
+    unless send("#{attachment.class.name.downcase}_ids").include?(attachment.id)
+      send(attachment.class.name.tableize) << attachment
+    end
+  end
+
+  # Discard given attachment from the account.
+  #----------------------------------------------------------------------------
+  def discard!(attachment)
+    if attachment.is_a?(Task)
+      attachment.update_attribute(:asset, nil)
+    else # Contacts, Opportunities
+      send(attachment.class.name.tableize).delete(attachment)
+    end
+  end
+
+  # Class methods.
+  #----------------------------------------------------------------------------
+  def self.create_or_select_for(model, params)
+    if params[:id].present?
+      account = Account.find(params[:id])
+    else
+      account = Account.new(params)
+      if account.access != "Lead" || model.nil?
+        account.save
+      else
+        account.save_with_model_permissions(model)
+      end
+    end
+    account
+  end
+
+  private
+
+  # Make sure at least one user has been selected if the account is being shared.
+  #----------------------------------------------------------------------------
+  def users_for_shared_access
+    errors.add(:access, :share_account) if self[:access] == "Shared" && !permissions.any?
+  end
+
+  def nullify_blank_category
+    self.category = nil if category.blank?
+  end
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_account, self)
+end

data/app/models/entities/account_contact.rb

@@ -0,0 +1,28 @@
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# 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
+#
+#  id         :integer         not null, primary key
+#  account_id :integer
+#  contact_id :integer
+#  deleted_at :datetime
+#  created_at :datetime
+#  updated_at :datetime
+#
+
+class AccountContact < ActiveRecord::Base
+  belongs_to :account
+  belongs_to :contact
+
+  has_paper_trail class_name: 'Version', meta: { related: :contact },
+                  ignore: [:id, :created_at, :updated_at, :contact_id]
+
+  validates_presence_of :account_id
+
+  ActiveSupport.run_load_hooks(:fat_free_crm_account_contact, self)
+end