reduced_fat_crm 0.14.0

data/config/locales/zh-CN_ransack.yml

@@ -0,0 +1,91 @@
+---
+zh-CN:
+  ransack:
+    search: 搜索
+    predicate: predicate
+    and: 和
+    or: 或
+    any: 任何
+    all: 所有
+    combinator: 组合器
+    attribute: 属性
+    value: 值
+    condition: 条件
+    sort: 排序
+    asc: 升序
+    desc: 降序
+    submit: 搜索
+    add_group: 增加过滤器组
+    group_first: Show results where %{combinator} of the following match
+    group_rest: ! '...and where %{combinator} of the following match'
+    add_condition: 增加一个过滤器
+    remove_condition: 移除过滤器
+    predicates:
+      eq: 等于
+      eq_any: 等于任何
+      eq_all: 等于所有
+      not_eq: 不等于
+      not_eq_any: 不等于任何
+      not_eq_all: 不等于所有
+      matches: 匹配
+      matches_any: 匹配任何
+      matches_all: 匹配所有
+      does_not_match: 不匹配
+      does_not_match_any: 不匹配任何
+      does_not_match_all: 不匹配所有
+      lt: 少于
+      lt_any: 少于任何
+      lt_all: 少于所有
+      lteq: 少于或等于
+      lteq_any: 少于或等于任何
+      lteq_all: 少于或等于所有
+      gt: 大于
+      gt_any: 大于任何
+      gt_all: 大于所有
+      gteq: 大于或者等于
+      gteq_any: 大于或者等于任何
+      gteq_all: 大于或者等于所有
+      in: 包含于
+      in_any: 包含于任何
+      in_all: 包含于所有
+      not_in: 不包含于
+      not_in_any: 不包含于任何
+      not_in_all: 不包含于所有
+      cont: 包含
+      cont_any: 包含任何
+      cont_all: 包含所有
+      not_cont: 不包含
+      not_cont_any: 不包含任何
+      not_cont_all: 不包含所有
+      start: 开始于
+      start_any: 开始于任何
+      start_all: 开始于所有
+      not_start: 不开始于
+      not_start_any: 不开始于任何
+      not_start_all: 不开始于所有
+      end: 结束于
+      end_any: 结束于任何
+      end_all: 结束于所有
+      not_end: 不结束于
+      not_end_any: 不结束于任何
+      not_end_all: 不结束于所有
+      'true': 为 true
+      'false': 为 false
+      present: is present
+      blank: 为空
+      'null': 为 null
+      not_null: 不为 null
+      alt:
+        date:
+          lt: 在之前
+          lt_any: 在任何之前
+          lt_all: 在所有之前
+          lteq: is before or on
+          lteq_any: is before or on any
+          lteq_all: is before or on all
+          gt: 在之后
+          gt_any: 在任何之后
+          gt_all: 在所有之后
+          gteq: is after or on
+          gteq_any: is after or on any
+          gteq_all: is after or on all

data/config/routes.rb

@@ -0,0 +1,199 @@
+# 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
+#------------------------------------------------------------------------------
+Rails.application.routes.draw do
+  resources :lists
+
+  root to: 'home#index'
+
+  get 'activities' => 'home#index'
+  get 'admin'      => 'admin/users#index',       :as => :admin
+  get 'login'      => 'authentications#new',     :as => :login
+  delete 'logout'  => 'authentications#destroy', :as => :logout
+  get 'profile'    => 'users#show',              :as => :profile
+  get 'signup'     => 'users#new',               :as => :signup
+
+  get '/home/options',  as: :options
+  get '/home/toggle',   as: :toggle
+  match '/home/timeline', as: :timeline, via: [:get, :put, :post]
+  match '/home/timezone', as: :timezone, via: [:get, :put, :post]
+  post '/home/redraw',   as: :redraw
+
+  resource :authentication, except: [:index, :edit]
+  resources :comments,       except: [:new, :show]
+  resources :emails,         only: [:destroy]
+  resources :passwords,      only: [:new, :create, :edit, :update]
+
+  resources :accounts, id: /\d+/ do
+    collection do
+      get :advanced_search
+      post :filter
+      get :options
+      get :field_group
+      match :auto_complete, via: [:get, :post]
+      get :redraw
+      get :versions
+    end
+    member do
+      put :attach
+      post :discard
+      post :subscribe
+      post :unsubscribe
+      get :contacts
+      get :opportunities
+    end
+  end
+
+  resources :campaigns, id: /\d+/ do
+    collection do
+      get :advanced_search
+      post :filter
+      get :options
+      get :field_group
+      match :auto_complete, via: [:get, :post]
+      get :redraw
+      get :versions
+    end
+    member do
+      put :attach
+      post :discard
+      post :subscribe
+      post :unsubscribe
+      get :leads
+      get :opportunities
+    end
+  end
+
+  resources :contacts, id: /\d+/ do
+    collection do
+      get :advanced_search
+      post :filter
+      get :options
+      get :field_group
+      match :auto_complete, via: [:get, :post]
+      get :redraw
+      get :versions
+    end
+    member do
+      put :attach
+      post :discard
+      post :subscribe
+      post :unsubscribe
+      get :opportunities
+    end
+  end
+
+  resources :leads, id: /\d+/ do
+    collection do
+      get :advanced_search
+      post :filter
+      get :options
+      get :field_group
+      match :auto_complete, via: [:get, :post]
+      get :redraw
+      get :versions
+      get :autocomplete_account_name
+    end
+    member do
+      get :convert
+      post :discard
+      post :subscribe
+      post :unsubscribe
+      put :attach
+      match :promote, via: [:patch, :put]
+      put :reject
+    end
+  end
+
+  resources :opportunities, id: /\d+/ do
+    collection do
+      get :advanced_search
+      post :filter
+      get :options
+      get :field_group
+      match :auto_complete, via: [:get, :post]
+      get :redraw
+      get :versions
+    end
+    member do
+      put :attach
+      post :discard
+      post :subscribe
+      post :unsubscribe
+      get :contacts
+    end
+  end
+
+  resources :tasks, id: /\d+/ do
+    collection do
+      post :filter
+      match :auto_complete, via: [:get, :post]
+    end
+    member do
+      put :complete
+      put :uncomplete
+    end
+  end
+
+  resources :users, id: /\d+/, except: [:index, :destroy] do
+    member do
+      get :avatar
+      get :password
+      match :upload_avatar, via: [:put, :patch]
+      patch :change_password
+      post :redraw
+    end
+    collection do
+      match :auto_complete, via: [:get, :post]
+      get :opportunities_overview
+    end
+  end
+
+  namespace :admin do
+    resources :groups
+
+    resources :users do
+      collection do
+        match :auto_complete, via: [:get, :post]
+      end
+      member do
+        get :confirm
+        put :suspend
+        put :reactivate
+      end
+    end
+
+    resources :field_groups, except: [:index, :show] do
+      collection do
+        post :sort
+      end
+      member do
+        get :confirm
+      end
+    end
+
+    resources :fields do
+      collection do
+        match :auto_complete, via: [:get, :post]
+        get :options
+        get :redraw
+        post :sort
+        get :subform
+      end
+    end
+
+    resources :tags, except: [:show] do
+      member do
+        get :confirm
+      end
+    end
+
+    resources :fields, as: :custom_fields
+    resources :fields, as: :core_fields
+
+    resources :settings, only: :index
+    resources :plugins,  only: :index
+  end
+end

data/config/settings.default.yml

@@ -0,0 +1,400 @@
+# 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
+#------------------------------------------------------------------------------
+# Fat Free CRM settings are stored in three places, and are loaded in the following order:
+#
+# 1) config/settings.default.yml
+# 2) config/settings.yml  (if exists)
+# 3) 'settings' table in database  (if exists)
+#
+# Any settings in `config/settings.yml` will override those in
+# `config/settings.default.yml`, and settings in the database table have the highest priority.
+#
+# This settings arrangement offers a lot of flexibility:
+#
+# * Developers can add new settings to the application with default values,
+#   without requiring the user to manually update setting files or run tasks.
+# * No manual configuration is required to start the application after installation
+# * IT administrators can change the default configuration by adding 'settings.yml'
+#   to their git repo, or by running SQL that updates the 'settings' table in the database.
+# * Admin users can change settings via the admin interface, without needing to edit YAML files.
+#
+# PLEASE DO NOT EDIT THE SETTINGS IN THIS FILE.
+# COPY THE SETTINGS THAT YOU WANT TO OVERRIDE INTO `config/settings.yml`
+#
+#------------------------------------------------------------------------------
+
+
+# Host
+#------------------------------------------------------------------------------
+# Host for URLs when action mailer generates emails.
+#
+# When sending email, you will need to set the host name so that the mailer can
+# generate urls inside emails that point back to your site. Unlike controllers
+# from Action Pack, the mailer instance doesn’t have any context about the
+# incoming request, so you’ll need to provide all of the details needed to
+# generate a URL.
+#
+# :host: "www.example.com"
+#
+:host: ""
+
+
+# Base URL
+#------------------------------------------------------------------------------
+# Leave base_url blank if Fat Free CRM has been deployed in root URL, otherwise
+# specify subdirectory. For example, when deployed to:
+#
+# http://www.domain.com       => :base_url: ""       # (leave blank)
+# http://crm.domain.com       => :base_url: ""       # (leave blank)
+# http://www.domain.com/crm   => :base_url: "/crm"   # (without trailing slash)
+# http://www.domain.com/a/crm => :base_url: "/a/crm" # (without trailing slash)
+#
+:base_url: ""
+
+
+# Locale
+#------------------------------------------------------------------------------
+# Default locale is American English.
+#
+:locale: "en-US"
+
+
+# Settings for outgoing email (SMTP)
+# Uncomment to set up for your specific mailer
+#------------------------------------------------------------------------------
+#:smtp:
+  #:address                    : ""        # e.g. smtp.gmail.com
+  #:from                       : ""        # e.g. no-reply@your-domain.com
+  #:enable_starttls_auto       : true
+  #:port                       : "587"
+  #:authentication             : :plain
+  #:user_name                  : ""
+  #:password                   : ""
+
+# Settings for the Email dropbox (IMAP)
+# - Connection settings for the IMAP account, server and folders.
+#------------------------------------------------------------------------------
+:email_dropbox:
+  :server                     : ""        # IMAP server name.
+  :port                       : ""        # IMAP server port number.
+  :ssl                        : ""        # True for secure IMAP connection, false othewise.
+  :address                    : ""        # Dropbox email address.
+  :user                       : ""        # User to login to the IMAP server.
+  :password                   : ""        # Password to login to the IMAP server.
+  :scan_folder                : ""        # Folder to scan for dropbox messages.
+  :attach_to_account          : ""        # Attach emails to contact's account, if any.
+                                          # (The rule above also applies to opportunities.)
+#  :address_aliases:                      # Optional: List any aliases that you also want to
+#    - example_alias@example.com          #           ignore when scanning recipients
+#  :move_to_folder            : ""        # Optional: folder to move processed messages to.
+#  :move_invalid_to_folder    : ""        # Optional: folder to move invalid messages to.
+
+
+
+# Settings for 'Reply via email' inbox (IMAP)
+#------------------------------------------------------------------------------
+:email_comment_replies:
+  :server                     : ""        # IMAP server name.
+  :port                       : ""        # IMAP server port number.
+  :ssl                        : ""        # True for secure IMAP connection, false othewise.
+  :address                    : ""        # Comment reply email address.
+  :user                       : ""        # User to login to the IMAP server.
+  :password                   : ""        # Password to login to the IMAP server.
+  :scan_folder                : ""        # Folder to scan for comment replies.
+#  :move_to_folder            : ""        # Optional: folder to move processed messages to.
+#  :move_invalid_to_folder    : ""        # Optional: folder to move invalid messages to.
+
+
+# Individual locales per user
+#------------------------------------------------------------------------------
+# To enable language selection in User/Profile set the following option to true.
+# By default, individual users can't pick their own locale and are presented
+# with the default locale.
+#
+:per_user_locale: false
+
+
+# Default records permissions
+#------------------------------------------------------------------------------
+# Set the defaults permission for new records. Possible values are:
+#   Private -- private access, only for the creator of the record.
+#   Public  -- public access, share with everyone. This is the default.
+#   Shared  -- shared with selected accounts, should be selected by the user.
+#
+:default_access: "Public"
+
+
+# User Signup
+#------------------------------------------------------------------------------
+# The following setting controls user signup. Possible values are:
+#   :allowed        -- users can sign up and use the system once they have registered.
+#   :not_allowed    -- users can only be added by system administrator. This is the default.
+#   :needs_approval -- users can sign up but must be approved before they can use the system.
+#
+:user_signup: :not_allowed
+
+
+# Address format
+#------------------------------------------------------------------------------
+# Sets the address format for Accounts, Contacts, and Leads.
+#   true  -- use separate street1, street2, city, state, zipcode, and country field.  (default)
+#   false -- use single text area field to enter the entire address.
+#
+:compound_address: true
+
+
+# Dropdown calendar format
+#------------------------------------------------------------------------------
+# The following setting controls whether to show time in dropdown calendar
+# when scheduling a task for specific date.
+#   true  -- allow selecting date and time.  (default)
+#   false -- allow selecting date only.
+#
+:task_calendar_with_time: true
+
+
+# Enable/disable first/last name validations on Leads and Contacts
+#------------------------------------------------------------------------------
+#
+:require_first_names: true
+:require_last_names:  true
+
+# Enable/disable name validation on Accounts
+:require_unique_account_names: true
+
+# Show comments on dashboard
+:comments_visible_on_dashboard: false
+
+# Background information
+#------------------------------------------------------------------------------
+# Specify model names that should have background information displayed.
+# This field can be used when importing records from legacy databases,
+# to display the 'background' of where they came from.
+#
+# Select any combination from the following list.
+#
+#   :background_info:
+#     - :account
+#     - :campaign
+#     - :contact
+#     - :lead
+#     - :opportunity
+#     - :task
+#
+# By default, no background information is shown.
+#
+:background_info: []
+
+# Priority countries
+#------------------------------------------------------------------------------
+# Specify which countries (if any) should appear at the top of country pickers
+# priority_countries:
+#  - Burkina Faso
+
+# Main and Admin Tabs
+#------------------------------------------------------------------------------
+:tabs:
+- :active: true
+  :text: :tab_dashboard
+  :icon: :fa-dashboard
+  :url:
+    :controller: home
+- :active: false
+  :text: :tab_tasks
+  :icon: :fa-check-square-o
+  :url:
+    :controller: tasks
+- :active: false
+  :text: :tab_campaigns
+  :icon: :fa-bar-chart-o
+  :url:
+    :controller: campaigns
+- :active: false
+  :text: :tab_leads
+  :icon: :fa-tasks
+  :url:
+    :controller: leads
+- :active: false
+  :text: :tab_accounts
+  :icon: :fa-users
+  :url:
+    :controller: accounts
+- :active: false
+  :text: :tab_contacts
+  :icon: :fa-user
+  :url:
+    :controller: contacts
+- :active: false
+  :text: :tab_opportunities
+  :icon: :fa-money
+  :url:
+    :controller: opportunities
+- :active: false
+  :text: :tab_team
+  :icon: :fa-globe
+  :url:
+    :controller: users
+    :action: opportunities_overview
+
+:admin_tabs:
+- :active: true
+  :text: :admin_tab_users
+  :icon: :fa-user
+  :url:
+    :controller: admin/users
+- :active: true
+  :text: :admin_tab_groups
+  :icon: :fa-users
+  :url:
+    :controller: admin/groups
+- :active: false
+  :text: :admin_tab_fields
+  :icon: :fa-list-alt
+  :url:
+    :controller: admin/fields
+- :active: false
+  :text: :admin_tab_tags
+  :icon: :fa-tags
+  :url:
+    :controller: admin/tags
+#- :active: false
+#  :text: :admin_tab_settings
+#  :icon: :fa-cogs
+#  :url:
+#    :controller: admin/settings
+#- :active: false
+#  :text: :admin_tab_plugins
+#  :icon: :fa-plus-circle
+#  :url:
+#    :controller: admin/plugins
+
+# Account Category. To add custom account type use string value, for example:
+#
+# account_category:
+#   - "Custom"
+#
+#------------------------------------------------------------------------------
+account_category:
+  - :affiliate
+  - :competitor
+  - :customer
+  - :partner
+  - :reseller
+  - :vendor
+
+account_category_color:
+  :affiliate   : lavender
+  :competitor  : paleturquoise
+  :customer    : pink
+  :partner     : bisque
+  :reseller    : thistle
+  :vendor      : skyblue
+
+# Campaign Status. To add custom status use string value, for example:
+#
+# campaign_status:
+#   - "Custom"
+#
+#------------------------------------------------------------------------------
+campaign_status:
+  - :planned
+  - :started
+  - :completed
+  - :on_hold
+  - :called_off
+
+campaign_status_color:
+  :planned    : Gold
+  :started    : Turquoise
+  :completed  : Lime
+  :on_hold    : Orchid
+  :called_off : OrangeRed
+
+# Lead Status and Source.
+#------------------------------------------------------------------------------
+lead_status:
+  - :new
+  - :contacted
+  - :converted
+  - :rejected
+
+lead_status_color:
+  :new       : Silver
+  :contacted : Turquoise
+  :converted : Lime
+  :rejected  : OrangeRed
+
+lead_source:
+  - :campaign
+  - :cold_call
+  - :conference
+  - :online
+  - :referral
+  - :self
+  - :web
+  - :word_of_mouth
+  - :other
+
+# Opportunity Stage.
+#------------------------------------------------------------------------------
+opportunity_default_stage: :prospecting
+opportunity_stage:
+  - :prospecting
+  - :analysis
+  - :presentation
+  - :proposal
+  - :negotiation
+  - :final_review
+  - :won
+  - :lost
+
+opportunity_stage_color:
+  :prospecting  : Silver
+  :analysis     : PaleGoldenRod
+  :presentation : Salmon
+  :proposal     : Gold
+  :negotiation  : Orchid
+  :final_review : Turquoise
+  :won          : Lime
+  :lost         : OrangeRed
+
+# Task Category, Due Date, and Completed Date.
+#------------------------------------------------------------------------------
+task_category:
+  - :call
+  - :email
+  - :follow_up
+  - :lunch
+  - :meeting
+  - :money
+  - :presentation
+  - :trip
+
+task_category_color:
+  :call         : Silver
+  :email        : Turquoise
+  :follow_up    : Gold
+  :lunch        : Tomato
+  :meeting      : Orchid
+  :money        : Lime
+  :presentation : Salmon
+  :trip         : Turquoise
+
+task_bucket:
+  - :overdue
+  - :due_asap
+  - :due_today
+  - :due_tomorrow
+  - :due_this_week
+  - :due_next_week
+  - :due_later
+
+task_completed:
+  - :completed_today
+  - :completed_yesterday
+  - :completed_last_week
+  - :completed_this_month
+  - :completed_last_month