Module: AccountsHelper

Defined in:
app/helpers/accounts_helper.rb

Overview

Copyright © 2008-2013 Michael Dvorkin and contributors.

Fat Free CRM is freely distributable under the terms of MIT license. See MIT-LICENSE file or www.opensource.org/licenses/mit-license.php

Instance Method Summary collapse

Instance Method Details

#account_category_checkbox(category, count) ⇒ Object

Sidebar checkbox control for filtering accounts by category.



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# File 'app/helpers/accounts_helper.rb', line 11

def (category, count)
  entity_filter_checkbox(:category, category, count)
end

#account_select(options = {}) ⇒ Object

Generates a select list with the first 25 accounts and prepends the currently selected account, if any.



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# File 'app/helpers/accounts_helper.rb', line 28

def (options = {})
  options[:selected] = @account&.id.to_i
  accounts = ([@account.new_record? ? nil : @account] + Account.my(current_user).order(:name).limit(25)).compact.uniq
  collection_select :account, :id, accounts, :id, :name,
                    { include_blank: true },
                    style: 'width:330px;', class: 'select2',
                    placeholder: t(:select_an_account),
                    "data-url": auto_complete_accounts_path(format: 'json')
end

#account_select_or_create(form) {|options| ... } ⇒ Object

Select an existing account or create a new one.

Yields:

  • (options) 


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# File 'app/helpers/accounts_helper.rb', line 40

def (form, &_block)
  options = {}
  yield options if block_given?

  content_tag(:div, class: 'label') do
    t(:account).html_safe +
      content_tag(:span, id: 'account_create_title') do
        " (#{t :create_new} #{t :or} <a href='#' onclick='crm.show_select_account(); return false;'>#{t :select_existing}</a>):".html_safe
      end +
      content_tag(:span, id: 'account_select_title') do
        " (<a href='#' onclick='crm.show_create_account(); return false;'>#{t :create_new}</a> #{t :or} #{t :select_existing}):".html_safe
      end +
      content_tag(:span, ':', id: 'account_disabled_title')
  end +
    (options) +
    form.text_field(:name, style: 'width:324px; display:none;')
end

#account_summary(account) ⇒ Object

Quick account summary for RSS/ATOM feeds.



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# File 'app/helpers/accounts_helper.rb', line 17

def ()
  [number_to_currency(.opportunities.pipeline.map(&:weighted_amount).sum, precision: 0),
   t(:added_by, time_ago: time_ago_in_words(.created_at), user: .user_id_full_name),
   t('pluralize.contact', .contacts_count),
   t('pluralize.opportunity', .opportunities_count),
   t('pluralize.comment', .comments.count)].join(', ')
end

#account_with_title_and_department(contact) ⇒ Object

Output account with title and department

  • a helper so it is easy to override in plugins that allow for several accounts



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# File 'app/helpers/accounts_helper.rb', line 68

def (contact)
  text = if !contact.title.blank? && contact.
           # works_at: "{{h(job_title)}} at {{h(company)}}"
           content_tag :div, t(:works_at, job_title: h(contact.title), company: h((contact))).html_safe
         elsif !contact.title.blank?
           content_tag :div, h(contact.title)
         elsif contact.
           content_tag :div, (contact)
         else
           ""
    end
  text += t(:department_small, h(contact.department)) unless contact.department.blank?
  text
end

#account_with_url_for(contact) ⇒ Object

Output account url for a given contact

  • a helper so it is easy to override in plugins that allow for several accounts



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# File 'app/helpers/accounts_helper.rb', line 61

def (contact)
  contact. ? link_to(h(contact..name), (contact.)) : ""
end

#brief_account_info(contact) ⇒ Object

“title, department at Account name” used in index_brief and index_long

  • a helper so it is easy to override in plugins that allow for several accounts



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# File 'app/helpers/accounts_helper.rb', line 86

def (contact)
  text = ""
  title = contact.title
  department = contact.department
   = contact.
   = ""
   = link_to_if(can?(:read, ), h(.name), ()) if .present?

  text += if title.present? && department.present?
            t(:account_with_title_department, title: h(title), department: h(department), account: )
          elsif title.present?
            t(:account_with_title, title: h(title), account: )
          elsif department.present?
            t(:account_with_title, title: h(department), account: )
          elsif .present?
            t(:works_at, job_title: "", company: )
          else
            ""
      end
  text.html_safe
end