reduced_fat_crm 0.14.0

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

@@ -0,0 +1,26 @@
+- 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)) do
+          = account_with_url_for(contact)
+        - assigned_to_user = User.find_by_id(contact.assigned_to)
+        = col(t(:assigned_to)) do
+          = link_to(assigned_to_user.name, url_for(assigned_to_user)) if assigned_to_user
+      %tr
+        = col(t(:tags)) do
+          .tags= tags_for_index(contact)
+
+    -# Show custom fields that are in the default field group
+    - custom_field_group = contact.field_groups.select{|f| f.name == 'custom_fields'}.first
+    - if custom_field_group.present?
+      - fields = custom_field_group.fields.without_pairs
+      = render("fields/group_view", :fields => fields, :entity => contact) unless fields.nil?

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

@@ -0,0 +1,52 @@
+.panel#summary
+  %span{:style => "float:right"}= avatar_for(@contact, :size => "50x50")
+  %h4= h(@contact.full_name)
+  = account_with_title_and_department(@contact)
+
+  %div= render "shared/address_show", :asset => @contact, :type => 'business', :title => :address
+
+  %div
+    - unless @contact.phone.blank?
+      == #{t :phone}: <b>#{@contact.do_not_call ? content_tag(:strike, h(@contact.phone)) : h(@contact.phone)}</b><br />
+    - unless @contact.mobile.blank?
+      == #{t :mobile}: <b>#{@contact.do_not_call ? content_tag(:strike, h(@contact.mobile)) : h(@contact.mobile)}</b><br />
+    - unless @contact.fax.blank?
+      == #{t :fax}: <b>#{@contact.do_not_call ? content_tag(:strike, h(@contact.fax)) : h(@contact.fax)}</b><br />
+  %div
+    - unless @contact.email.blank?
+      == #{t :email}: <b>#{link_to_email(@contact.email)}</b><br />
+    - unless @contact.alt_email.blank?
+      == #{t :alt_email_small}: <b>#{link_to_email(@contact.alt_email)}</b><br />
+
+  = web_presence_icons(@contact)
+
+  .caption #{t :contact_summary}
+  %li
+    %dt= @contact.assigned_to ? truncate(@contact.assignee.full_name, :length => 16) : nil
+    %tt #{t :assigned_to}:
+  %li
+    %dt
+      - if @contact.lead
+        = link_to(truncate(@contact.lead.name, :length => 16), @contact.lead, :title => @contact.lead.name)
+      - else
+        #{t :n_a}
+    %tt #{t :lead}:
+  %li
+    %dt
+      - if @contact.lead.try(:campaign)
+        = link_to(truncate(@contact.lead.campaign.name, :length => 16), @contact.lead.campaign, :title => @contact.lead.campaign.name)
+      - else
+        #{t :n_a}
+    %tt #{t :campaign}:
+
+  - unless @contact.background_info.blank?
+    .caption #{t :background_info}
+    = auto_link(simple_format @contact.background_info)
+
+  = render "fields/sidebar_show", :asset => @contact
+
+  - if @contact.tag_list.present?
+    %dt
+      .tags= tags_for_index(@contact)
+
+  = hook(:show_contact_sidebar_bottom, self, :contact => @contact)

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

@@ -0,0 +1,45 @@
+
+= hook(:contact_top_section, self, :f => f) do
+  .section
+    %table
+      %tr
+        %td
+          .label.top.req{ :class => "#{Setting.require_first_names ? 'req' : nil}" } #{t :first_name}:
+          = f.text_field :first_name, :autofocus => true
+        %td= spacer
+        %td
+          .label.top{ :class => "#{Setting.require_last_names ? 'req' : nil}" } #{t :last_name}:
+          = f.text_field :last_name
+      %tr
+        %td
+          .label #{t :email}:
+          = f.text_field :email
+        %td= spacer
+        %td
+          .label #{t :phone}:
+          = f.text_field :phone
+
+    %table
+      = fields_for(@account) do |a|
+        = a.hidden_field :user_id
+        = a.hidden_field :assigned_to
+        = a.hidden_field :access, :value => Setting.default_access
+        %tr
+          %td
+            != account_select_or_create(a) do |options|
+              - # Add [-- None --] account choice when editing existing contact that has an account.
+              - options[:include_blank] = "" unless @contact.new_record? || @contact.account.blank?
+          %td= spacer
+          %td
+            .label #{t :assigned_to}:
+            = user_select(:contact, all_users, current_user)
+
+        - if Setting.background_info && Setting.background_info.include?(:contact)
+          %tr
+            %td(colspan="3")
+              .label= t(:background_info) << ':'
+              = f.text_area :background_info, :style =>"width:500px", :rows => 3
+
+        = render :partial => "/shared/tags", :locals => {:f => f, :span => 3}
+
+        = hook(:contact_top_section_bottom, self, :f => f)

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

@@ -0,0 +1,31 @@
+- edit ||= false
+- collapsed = session[:contact_presence].nil? # && @contact.errors.empty?
+= subtitle :contact_presence, collapsed, t(:web_presence)
+.section
+  %small#contact_presence_intro{ hidden_if(!collapsed) }
+    = t(:intro, t(:web_presence_small)) unless edit
+  #contact_presence{ hidden_if(collapsed) }
+    %table
+      %tr
+        %td
+          .label.top #{t :blog}:
+          = f.text_field :blog
+        %td= spacer
+        %td
+          .label.top #{t :twitter}:
+          = f.text_field :twitter
+      %tr
+        %td
+          .label #{t :linked_in}:
+          = f.text_field :linkedin
+        %td= spacer
+        %td
+          .label #{t :facebook}:
+          = f.text_field :facebook
+      %tr
+        %td
+          .label #{t :skype}:
+          = f.text_field :skype
+        %td= spacer
+        %td= spacer
+

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

@@ -0,0 +1,23 @@
+- entity_name = controller.controller_name.singularize.underscore
+- @entity = instance_variable_get("@#{entity_name}")
+- create_id = "create_#{entity_name}"
+
+- if @entity.valid?
+  $('##{create_id}_arrow').html(crm.COLLAPSED);
+  $('##{create_id}_title').html('#{ j t(entity_name.pluralize) }');
+  $('##{create_id}').slideUp(250);
+  $('##{entity_name.pluralize}').prepend('#{ j render(:partial => entity_name, :collection => [ @entity ]) }');
+  $('##{dom_id(@entity)}').effect("highlight", { duration:1500 });
+
+  - if called_from_index_page?
+    = refresh_sidebar(:index)
+    $('#paginate').html('#{ j render(:partial => "shared/paginate_with_per_page") }');
+  - else
+    $('#recently').replaceWith('#{ j render(:partial => "shared/recently") }');
+  crm.flick('empty', 'remove');
+
+- else
+  $('##{create_id}').html('#{ j render(:partial => "new") }');
+  crm.create_or_select_account(#{ request.referer =~ /\/accounts\// || @account.id.blank? });
+  $('##{create_id}').effect("shake", { duration:250, distance: 6 });
+  $('#new_#{entity_name} input[type!=hidden]').first().focus();

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

@@ -0,0 +1,9 @@
+- entity_name = controller.controller_name.singularize.underscore
+- @entity = instance_variable_get("@#{entity_name}")
+
+$('##{dom_id(@entity)}').css('background-color', '#ffe4e1').slideUp(250);
+- if called_from_index_page?
+  = refresh_sidebar(:index, :filters)
+  $('#paginate').html('#{ j render(:partial => "shared/paginate_with_per_page") }');
+- else
+  $('#recently').replaceWith('#{ j render(:partial => "shared/recently") }');

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

@@ -0,0 +1,34 @@
+- entity_name = controller.controller_name.singularize.underscore #account
+- @entity = instance_variable_get("@#{entity_name}")
+- id = dom_id(@entity)
+
+- if params[:cancel].true? # <--------------------- Hide [Edit]
+
+  - if called_from_landing_page?
+    crm.flip_form('edit_#{entity_name}');
+    crm.set_title('edit_#{entity_name}', '#{h @entity.name}');
+  - else                                            # Called from index page...
+    $('##{id}').replaceWith('#{ j render(:partial => entity_name, :collection => [ @entity ]) }');
+
+
+- else # <----------------------------------------- Show [Edit Contact] form.
+
+  - if params[:cancel].blank?                       # Called from contacts list item...
+    - if @previous                                  # Hide open [Edit Contact] form if any.
+      - if @previous.is_a?(Contact)
+        $('##{dom_id(@previous)}').replaceWith('#{ j render(:partial => entity_name, :collection => [ @previous ]) }');
+      - else
+        crm.flick('#{entity_name}_#{@previous}', 'remove');
+    -# Disable onMouseOver for the list item.
+    crm.highlight_off('#{id}');
+    -# Hide [Create] form if any.
+    crm.hide_form('create_#{entity_name}');
+    -# Show [Edit] form.
+    $('##{id}').html('#{ j render(:partial => "edit") }');
+
+  - elsif params[:cancel].false?                    # Called from title of the contact landing page...
+    $('#edit_#{entity_name}').html('#{ j render(:partial => "edit") }');
+    crm.flip_form('edit_#{entity_name}');
+    crm.set_title('edit_#{entity_name}', "#{t :edit} #{h @entity.full_name}");
+
+  crm.create_or_select_account(#{ request.referer =~ /\/accounts\// || @account.id.blank? });

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

@@ -0,0 +1,18 @@
+= styles_for :contact
+
+= 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_with_per_page"
+#export= render "shared/export"

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

@@ -0,0 +1,11 @@
+- entities = controller.controller_name # accounts
+- @entities = instance_variable_get("@#{entities}")
+
+- if @entities.any?
+  $('##{entities}').html('#{ j render(@entities) }');
+- else
+  $('##{entities}').html('#{ j render(:partial => "shared/empty") }');
+
+$('#paginate').html('#{ j render(:partial => "shared/paginate_with_per_page") }');
+$('#export').html('#{ j render(:partial => "shared/export") }');
+$('#search_results_count').html('#{ j render(:text => t('search_results_count', :count => @search_results_count)) }');

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

@@ -0,0 +1,104 @@
+xml.Worksheet 'ss:Name' => I18n.t(:tab_contacts) do
+  xml.Table do
+    unless @contacts.empty?
+      # Header.
+      xml.Row do
+        heads = [I18n.t('id'),
+                 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.id,
+                     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.haml

@@ -0,0 +1,13 @@
+- entity_name = controller.controller_name.singularize
+- create_id = "create_#{entity_name}"
+
+crm.flick('empty', 'toggle');
+crm.flip_form('#{create_id}');
+
+- unless params[:cancel].true?
+  $('##{create_id}').html('#{ j render(:partial => "new") }');
+  crm.set_title('#{create_id}', '#{ j t(create_id) }');
+  -# this function call is the only difference to normal new.js.haml
+  crm.create_or_select_account(#{ request.referer =~ /\/accounts\// || @account.id.blank? });
+- else
+  crm.set_title('#{create_id}', '#{ j t(entity_name.pluralize) }');

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

@@ -0,0 +1,22 @@
+- if (template = template_for_current_view)
+  = render(template, :contact => @contact)
+- else
+
+  -# default view
+
+  = styles_for :task, :opportunity
+  
+  = render 'contacts/title_bar', :contact => @contact
+
+  = render "comments/new", :commentable => @contact
+  = render :partial => "shared/timeline", :collection => @timeline
+
+  = hook(:show_contact_bottom, self, {entity: @contact}) do
+
+    = render :partial => "tasks/tasks", :locals => {:object => @contact}
+
+    = render :partial => "opportunities/opportunities", :locals => {:object => @contact}
+    
+    = render :partial => "versions/versions", :locals => {:object => @contact}
+
+    = load_select_popups_for(@contact, :tasks, :opportunities)

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

@@ -0,0 +1,5 @@
+- entity_name = controller.controller_name.singularize.underscore #account
+- @entity = instance_variable_get("@#{entity_name}")
+
+$('#main').html('#{ j (render :template => "#{entity_name.pluralize}/show.html", entity_name => @entity) }');
+= raw generate_js_for_popups(@entity, :tasks, :opportunities)

data/app/views/contacts/update.js.haml

@@ -0,0 +1,24 @@
+- entity_name = controller.controller_name.singularize.underscore #account
+- @entity = instance_variable_get("@#{entity_name}")
+- id = called_from_landing_page? ? "edit_#{entity_name}" : dom_id(@entity)
+
+- if @entity.errors.empty?
+
+  - if called_from_landing_page?
+    crm.flip_form('edit_#{entity_name}');
+    crm.set_title('edit_#{entity_name}', '#{h @entity.full_name}');
+    = refresh_sidebar(:show, :summary)
+  - else
+    $('##{id}').replaceWith('#{ j render(:partial => entity_name, :collection => [ @entity ]) }');
+    $('##{id}').effect("highlight", { duration:1500 });
+    - if called_from_index_page?
+      = refresh_sidebar(:index)
+    - else
+      $('#recently').replaceWith('#{ j render(:partial => "shared/recently") }');
+- else
+  $('##{id}').html('#{ j render(:partial => "edit") }');
+  crm.create_or_select_account(#{ request.referer =~ /\/accounts\// || @account.id.blank? });
+  $('##{id}').effect("shake", { duration:250, distance: 6 });
+  $('##{dom_id(@entity, :edit)} input[type!=hidden]').first().focus();
+
+= hook(:entity_update, self, {entity: @entity})