reduced_fat_crm 0.14.0

data/app/views/dropbox_mailer/dropbox_notification.html.haml

@@ -0,0 +1,9 @@
+:plain
+  #{I18n.t(:dropbox_notification_intro)}:
+
+  #{I18n.t(:dropbox_notification_to)}:
+  #{@mediator_links}
+  
+  #{I18n.t(:subject)}: #{@subject}
+  #{I18n.t(:body)}:
+  #{@body}

data/app/views/emails/_email.html.haml

@@ -0,0 +1,36 @@
+- truncated = truncate(email.body_without_textile.to_s.gsub("\n", " "), :length => 125 - email.subject.to_s.size)
+- formatted = email.body
+- mediator = email.mediator
+
+%li.mail.highlight[email]
+  .body
+    = link_to avatar_for(email.user, :size => :small), user_path(email.user)
+    %ul.tools
+      - if can?(:destroy, mediator)
+        %li= link_to_delete(email)
+
+    - if can?(:read, mediator)
+      %tt
+        - if email.sent_to.to_s.include?(", ")
+          = "To: "
+          = email.sent_to
+        - else
+          = "To "
+          = link_to_email(email.sent_to)
+        = "from "
+        = link_to_email(email.sent_from)
+        = ", sent on "
+        = l(email.sent_at, :format => :mmddhhss) << " | "
+        = link_to_function(email.collapsed? ? t(:more) : t(:less), "crm.flip_note_or_email(this, '#{t(:more)}', '#{t(:less)}')", :class => "toggle")
+
+      %dt{ hidden_if(email.expanded?), :id => dom_id(email, :truncated) }
+        %p
+          = h(email.subject)
+          %tt
+            = " - "
+            = truncated
+
+      %dt.textile{ hidden_if(email.collapsed?), :id => dom_id(email, :formatted) }
+        .email_content
+          %p= h(email.subject)
+          = auto_link(formatted)

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

@@ -0,0 +1,5 @@
+- class_name = @email.mediator.class.name.downcase
+- id_prefix = "#{class_name}_#{@email.mediator.id}"
+
+$('##{id_prefix}_shown_emails').val('#{ j @email.mediator.email_ids.join(',') }');
+$('##{dom_id(@email)}').css('background-color', '#ffe4e1').slideUp(250);

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

@@ -0,0 +1,24 @@
+- 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, :autofocus => true, :placeholder => "Search #{controller_name}")
+  %span.sorting_options
+    = t(:sort_by, :field => link_to(h(current_sort_by), "#", :id => :sort_by)).html_safe
+
+:javascript
+  var searchTimeout;
+
+  $('#query').on('keydown', function(event) {
+    $el = $(event.target)
+    if (searchTimeout) clearTimeout(searchTimeout);
+    searchTimeout = setTimeout(function () { crm.search($el.val(), '#{controller_name}'); }, 500);
+  });
+
+  new crm.Menu({
+    trigger   : "#sort_by",
+    fade      : 500,
+    appear    : 500,
+    menu_items: [ #{sort_by_menu_items.join(",")} ]
+  });

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

@@ -0,0 +1,36 @@
+- edit ||= false
+- model = entity.class.name.underscore
+- 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 => "$('#people').show()"
+      = f.label :access_shared, t(:share_with), :style => "cursor:pointer"
+
+    #people{ hidden_if(entity.access != "Shared") }
+      %table
+        %tr
+          %td
+            = f.label :user_ids, "#{t(:users)}:"
+            %br
+            = f.select :user_ids, user_options, {}, :multiple => true, :class => 'select2'
+        %tr
+          %td
+            = f.label :group_ids, "#{t(:groups)}:"
+            %br
+            = f.select :group_ids, group_options, {}, :multiple => true, :class => 'select2'
+
+    - if !edit and entity.is_a?(Lead)
+      .radio_box
+        = f.radio_button :access, t(:campaign), :onclick => "$('#people').hide(); $('#lead_access_campaign').val('Campaign');", :disabled => true
+        %font{ :id => :copy_permissions, :color => :grey }
+          = t(:copy_permissions, t(:campaign_small))

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

@@ -0,0 +1,16 @@
+#search
+  .tabs
+    %ul
+      %li
+        = link_to t('basic_search'), '#',    :"data-search-form" => "basic_search",    :class => (params[:q]  ? "" : " active")
+      %li
+        = link_to t('advanced_search'), '#', :"data-search-form" => "advanced_search", :class => (!params[:q] ? "" : " active")
+
+    #search_results_count
+      = t('search_results_count', :count => @search_results_count)
+
+  .search_form#basic_search{ :style => (params[:q] ? 'display: none;' : '') }
+    = render "basic_search"
+
+  .search_form#advanced_search{ :style => (!params[:q] ? 'display: none;' : '') }
+    = ransack_ui_search :remote => true

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

@@ -0,0 +1,11 @@
+- entity_show = "#{entity.class.to_s.downcase}_show"
+- entity.field_groups.each do |field_group|
+  - if (fields = field_group.fields.without_pairs).any?
+    - unless field_group.name == 'custom_fields'
+      -# add a new section
+      %div[field_group]
+        - collapsed = session[dom_id(field_group, entity_show)].nil?
+        = section_title dom_id(field_group, entity_show), collapsed, field_group.label_i18n, t('show_tag_info_small', :tag => field_group.label_i18n)
+        .show_fields
+          %div{ hidden_if(collapsed).merge(:id => dom_id(field_group, entity_show)) }
+            = render "fields/group_view", :fields => fields, :entity => entity

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

@@ -0,0 +1,3 @@
+%span.fields{ 'data-object-name' => f.object_name }
+  = f.sort_select
+  = button_to_remove_fields "remove", f

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

@@ -0,0 +1,12 @@
+- model_name = controller_name.singularize
+- model_klass = model_name.camelcase.constantize
+
+.title_tools
+  #buttons
+    = view_buttons
+  .create_asset
+    = link_to_inline("create_#{model_name}".to_sym, send("new_#{model_name}_path"), :text => t("create_#{model_name}".to_sym))
+
+.title
+  %span{:id => "create_#{model_name}_title"} #{t controller_name.to_sym}
+  = image_tag("loading.gif", :size => :thumb, :id => "loading", :style => "display: none;")

data/app/views/entities/attach.js.haml

@@ -0,0 +1,21 @@
+- partial = params[:assets].singularize
+
+- if @attached
+  - if partial == "task"
+    - if @attachment.completed?
+      - view = "completed"
+    - elsif @attachment.my?(current_user)
+      - view = "pending"
+    - else
+      - view = "assigned"
+    $('#tasks').prepend('#{ j render(:partial => "tasks/#{view}", :collection => [ @attachment ], :locals => { :bucket => @attachment.computed_bucket }) }');
+
+
+  - else
+    $('##{h params[:assets]}').prepend('#{ j render(:partial => "#{params[:assets]}/#{partial}", :collection => [ @attachment ]) }');
+    - if called_from_landing_page?(:accounts)
+      = refresh_sidebar_for(:accounts, :show, :summary)
+    - elsif called_from_landing_page?(:campaigns)
+      = refresh_sidebar_for(:campaigns, :show, :summary)
+
+$('##{partial}_#{h params[:asset_id]}').effect("highlight", { duration:1500 });

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

@@ -0,0 +1,3 @@
+- contacts = entity.contacts.order('updated_at DESC').paginate(:page => params[:page], :per_page => 20)
+$('#contacts').html('#{ j render(:partial => 'contacts/contact', :collection => contacts) }');
+$('#contacts_pagination').html('#{ j paginate(collection: contacts, container: false, params: { action: 'contacts' } ) }');

data/app/views/entities/discard.js.haml

@@ -0,0 +1,6 @@
+$('##{dom_id(@attachment)}').slideUp(250);
+
+- if called_from_landing_page?(:accounts)
+  = refresh_sidebar_for(:accounts, :show, :summary)
+- elsif called_from_landing_page?(:campaigns)
+  = refresh_sidebar_for(:campaigns, :show, :summary)

data/app/views/entities/leads.js.haml

@@ -0,0 +1,3 @@
+- leads = entity.leads.order('updated_at DESC').paginate(:page => params[:page], :per_page => 20)
+$('#leads').html('#{ j render(:partial => 'leads/lead', :collection => leads) }');
+$('#leads_pagination').html('#{ j paginate(collection: leads, container: false, params: { action: 'leads' } ) }');

data/app/views/entities/opportunities.js.haml

@@ -0,0 +1,3 @@
+- opportunities = entity.opportunities.order('updated_at DESC').paginate(:page => params[:page], :per_page => 20)
+$('#opportunities').html('#{ j render(:partial => 'opportunities/opportunity', :collection => opportunities) }');
+$('#opportunities_pagination').html('#{ j paginate(collection: opportunities, container: false, params: { action: 'opportunities' } ) }');

data/app/views/entities/subscription_update.js.haml

@@ -0,0 +1,4 @@
+- class_name = entity.class.name.underscore
+- id = "#{class_name}_#{entity.id}_subscribe"
+
+$('##{id}').html('#{ j render(:partial => "comments/subscription_links", :locals => {:entity => entity}) }');

data/app/views/entities/versions.js.haml

@@ -0,0 +1,3 @@
+- versions = Version.history(entity).paginate(:page => params[:page], :per_page => 20)
+$('#versions .list').html('#{ j(render :partial => 'versions/version', :collection => versions) }')
+$('#versions_pagination').html('#{ j paginate(collection: versions, container: false, params: { action: 'versions' } ) }')

data/app/views/fields/_edit_custom_field_group.html.haml

@@ -0,0 +1,8 @@
+
+= hook(:custom_field_top_section, self, :f => f) do
+  -# produce inputs for custom fields that do not belong to a particular field group
+  -# i.e. they belong to the 'custom_fields' group
+  - f.object.field_groups.select{|fg| fg.name == 'custom_fields'}.each do |field_group|
+    - if field_group.fields.present?
+      - field_groups[field_group.tag.name.downcase] = "#{field_group.key}_container" if field_group.tag
+      = render :partial => 'fields/group', :locals => {:f => f, :field_group => field_group}

data/app/views/fields/_group.html.haml

@@ -0,0 +1,11 @@
+- if field_group.name != 'custom_fields'
+  -# start a new section
+  - collapsed = session[field_group.key].nil?
+  %div{ :id => "#{field_group.key}_container", :"data-tag" => field_group.tag.try(:name) }
+    = subtitle field_group.key, collapsed, t(field_group.name, :default => field_group.label)
+    .section
+      %small{ hidden_if(!collapsed).merge(:id => "#{field_group.key}_intro") }
+      %div[field_group]{ hidden_if(collapsed) }
+        = render :partial => 'fields/group_table', :locals => {:f => f, :field_group => field_group}
+- else
+  .section= render :partial => 'fields/group_table', :locals => {:f => f, :field_group => field_group}

data/app/views/fields/_group_table.html.haml

@@ -0,0 +1,13 @@
+%table
+  - field_group.fields.without_pairs.in_groups_of(2, false) do |group|
+    %tr
+      - group.each_with_index do |field, i|
+        %td
+          - if field.hint.present?
+            = image_tag "info_tiny.png", :title => field.hint, :class => "tooltip-icon"
+          - if field.as == 'check_boxes'
+            - value = f.object.send(field.name)
+            - checked = YAML.load(value.to_s)
+          = f.input field.name, field.input_options.merge(:checked => checked)
+        - if i == 0
+          %td= spacer

data/app/views/fields/_group_view.html.haml

@@ -0,0 +1,10 @@
+%table.asset_attributes
+  - groups = fields.in_groups_of(2, false)
+  - groups.each_with_index do |group, i|
+    %tr
+      - group.each do |field|
+        = col(field.label, (i == groups.size - 1) ? :last : nil) do
+          = field.render_value(entity)
+        - if group.size == 1
+          %th.last
+          %td.last

data/app/views/fields/_groups.html.haml

@@ -0,0 +1,8 @@
+- asset = controller_name.singularize
+- field_groups = {}
+
+#field_groups
+  - f.object.field_groups.each do |field_group|
+    - if field_group.fields.present? and field_group.name != 'custom_fields'
+      - field_groups[field_group.tag.name.downcase] = "#{field_group.key}_container" if field_group.tag
+      = render :partial => 'fields/group', :locals => {:f => f, :field_group => field_group}

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

@@ -0,0 +1,9 @@
+- asset.field_groups.each do |field_group|
+  - fg = field_group.fields.without_pairs
+  - if fg.select{|f| asset.send(f.name).present? }.any?
+    %div
+      - unless field_group.name == 'custom_fields'
+        .caption #{field_group.label_i18n}
+      - fg.each do |field|
+        - if (value = field.render_value(asset)).present?
+          == #{field.label}:<br /> <b>#{truncate(value, :length => 35)}</b><br />

data/app/views/fields/group.js.erb

@@ -0,0 +1,3 @@
+<%= simple_fields_for(@asset) do |f| %>
+  $('#field_groups').append('<%= j render(:partial => 'fields/group', :locals => {:f => f, :field_group => @field_group, :fields => @field_group.fields}) %>')
+<% end %>

data/app/views/home/_account.html.haml

@@ -0,0 +1,29 @@
+- amount = account.opportunities.not_lost.map(&:weighted_amount).sum
+%li.highlight[account]
+  - if account.category
+    .strip{:class => account.category} #{t(account.category)}
+  - else
+    .strip{:style => "color: gray;"} #{t :other}
+
+  .indent
+    = link_to(h(account.name), account)
+    –
+    %tt
+      = account.location << ", " unless account.location.blank?
+      - user_name = account.user.try(:full_name)
+      - if user_name
+        = t(:added_by, :time_ago => timeago(account.created_at), :user => h(user_name)).html_safe
+      - else
+        = t(:added_ago, :value => timeago(account.created_at)).html_safe
+
+    - unless current_user.preference[:accounts_index_view] == "accounts_index_brief"
+      %dt
+        = link_to(account.website, account.website.to_url) << " | " if account.website.present?
+        = link_to_email(account.email) << " | " if account.email.present?
+        = t(:phone_small) << ": " << (account.toll_free_phone || account.phone) << " | " if account.toll_free_phone? || account.phone?
+        = t('pluralize.contact', account.contacts.count) << " | "
+        = t('pluralize.opportunity', account.opportunities.count)
+      - if account.tags.present?
+        %dt
+          .tags= tags_for_dashboard(account)
+      = hook(:account_bottom, self, :account => account)

data/app/views/home/_activity.html.haml

@@ -0,0 +1,35 @@
+- user = link_to(activity.user.full_name, user_path(activity.user)) if activity.user
+
+- subject = if (item = activity.related || activity.item)
+  - if item.respond_to?(:full_name)
+    - link_to item.full_name, polymorphic_url(item)
+
+  - elsif [Account, Campaign, Contact, Lead, Opportunity].include?(item.class)
+    - link_to item.name, polymorphic_url(item)
+
+  - elsif item.respond_to?(:name)
+    - content_tag :span, item.name, :style => "color:black;" # Individual tasks have no landing pages where we could link to.
+
+- known_event = t('action_' + activity.event, :default => 0) != 0
+
+- if (user.present? && subject.present?) || !known_event
+  %li[activity]
+    .tools
+      %small
+        = l(activity.created_at, :format => :short)
+    %tt
+      - if known_event
+        - action = t('action_' + activity.event)
+        - type = t('subject_' + activity.item_type.downcase)
+        = link_to avatar_for(activity.user, :size => :thumb), user_path(activity.user)
+        = t("activity_text", :user => h(user), :action => h(action), :type => h(type), :subject => h(subject), :default => "#{h user} #{h action} #{h type} #{h subject}").html_safe # locales optionally can change the word order for activities using 'activity_text'
+        - if ((item = activity.item).class == Comment) and Setting.comments_visible_on_dashboard
+          = t('action_create_comment', :comment => truncate(h(item.comment), :length => 90)).html_safe
+      - else
+        - type = t(activity.item_type.downcase)
+        - if item.respond_to? :email
+          = avatar_for(item, :size => :thumb)
+        = type
+        = subject
+        = ":"
+        = auto_link(t(activity.event))

data/app/views/home/_assets_menu.html.haml

@@ -0,0 +1,7 @@
+:plain
+  new crm.Menu({
+    trigger   : "#asset",
+    fade      : 500,
+    appear    : 500,
+    menu_items: [ #{sort_by_assets.join(",")} ]
+  });

data/app/views/home/_duration_menu.html.haml

@@ -0,0 +1,8 @@
+:plain
+  new crm.Menu({
+    trigger   : "#duration",
+    fade      : 500,
+    appear    : 500,
+    width     : 165,
+    menu_items: [ #{sort_by_duration.join(",")} ]
+  });

data/app/views/home/_events_menu.html.haml

@@ -0,0 +1,8 @@
+:plain
+  new crm.Menu({
+    trigger   : "#event",
+    fade      : 500,
+    appear    : 500,
+    menu_items: [ #{sort_by_events.join(",")} ]
+  });
+

data/app/views/home/_opportunity.html.haml

@@ -0,0 +1,41 @@
+%li.highlight[opportunity]
+  - if opportunity.stage
+    .strip{:class => opportunity.stage}= t(opportunity.stage)
+  - else
+    .strip.white #{t :other}
+
+  .indent
+    = link_to(h(opportunity.name), opportunity)
+    - if opportunity.account
+      == #{t :from} #{link_to(h(opportunity.account.name), account_path(opportunity.account))}
+    %tt
+      –
+      - user_name = opportunity.user.try(:full_name)
+      - if user_name
+        = t(:added_by, :time_ago => timeago(opportunity.created_at), :user => h(user_name)).html_safe
+      - else
+        = t(:added_ago, :value => timeago(opportunity.created_at)).html_safe
+    - unless current_user.preference[:opportunities_index_view] == "opportunities_index_brief"
+      %dt
+        %b= number_to_currency(opportunity.weighted_amount, :precision => 0) + " | "
+        - won_or_lost = %w(won lost).include?(opportunity.stage)
+        - unless won_or_lost
+          = t(:probability_number, (opportunity.probability || 0).to_s + '%') + " | "
+        - if opportunity.closes_on
+          - if won_or_lost
+            - if opportunity.closes_on >= Date.today
+              = t(:closing_date, l(opportunity.closes_on, :format => :mmddyy))
+            - else
+              = t(:closed_ago_on, :time_ago => distance_of_time_in_words(opportunity.closes_on, Date.today), :date => l(opportunity.closes_on, :format => :mmddyy))
+          - elsif opportunity.closes_on > Date.today
+            = t(:expected_to_close,  :time => distance_of_time_in_words(Date.today, opportunity.closes_on), :date => l(opportunity.closes_on, :format => :mmddyy))
+          - elsif opportunity.closes_on == Date.today
+            %span.warn= t(:closes_today)
+          - else
+            %span.warn= t(:past_due, distance_of_time_in_words(opportunity.closes_on, Date.today))
+        - else
+          = t(:no_closing_date)
+      - if opportunity.tags.present?
+        %dt
+          .tags= tags_for_dashboard(opportunity)
+      = hook(:opportunity_bottom, self, :opportunity => opportunity)

data/app/views/home/_options.html.haml

@@ -0,0 +1,12 @@
+%p
+  = link_to_close url_for(:action => "options")
+  = hidden_field_tag "account[user_id]", current_user.id
+
+  -# activity_options: Show %{models} %{action_type} performed by %{user} in the past %{period}
+  = t(:activity_options, :models => link_to(t(h(@asset)).singularize.downcase, "#", :id => :asset), :action_type => link_to(t(h(@action) + "_past_participle").downcase, "#", :id => :event), :user => link_to(t(h(@user)), "#", :id => :user), :period => link_to(t(h(@duration)).downcase, "#", :id => :duration)).html_safe
+
+%script
+  = render "assets_menu"
+  = render "events_menu"
+  = render "users_menu"
+  = render "duration_menu"