Module: OpportunitiesHelper

Defined in:
app/helpers/opportunities_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

#opportunity_campaign_select(options = {}) ⇒ Object

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



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# File 'app/helpers/opportunities_helper.rb', line 39

def opportunity_campaign_select(options = {})
  options[:selected] ||= @opportunity.campaign_id.to_i
  selected_campaign = Campaign.find_by_id(options[:selected])
  campaigns = ([selected_campaign] + Campaign.my(current_user).order(:name).limit(25)).compact.uniq
  collection_select :opportunity, :campaign_id, campaigns, :id, :name,
                    { selected: options[:selected], prompt: t(:select_a_campaign) },
                    style: 'width:330px;', class: 'select2'
end

#opportunity_revenue_message(opportunity, detailed = false) ⇒ Object

Generates the inline revenue message for the opportunity list table.



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# File 'app/helpers/opportunities_helper.rb', line 50

def opportunity_revenue_message(opportunity, detailed = false)
  msg = []
  won_or_lost = %w[won lost].include?(opportunity.stage)

  if opportunity.weighted_amount != 0
    msg << content_tag(:b, number_to_currency(opportunity.weighted_amount, precision: 0))
  end

  unless won_or_lost
    if detailed
      if opportunity.amount.to_f != 0
        msg << number_to_currency(opportunity.amount.to_f, precision: 0)
      end

      if opportunity.discount.to_f != 0
        msg << t(:discount) + ' ' + number_to_currency(opportunity.discount, precision: 0)
      end
    end

    if opportunity.probability.to_i != 0
      msg << t(:probability) + ' ' + opportunity.probability.to_s + '%'
    end
  end

  msg << opportunity_closes_on_message(opportunity, won_or_lost)

  msg.join(' | ').html_safe
end

#opportunity_stage_checkbox(stage, count) ⇒ Object

Sidebar checkbox control for filtering opportunities by stage.



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

def opportunity_stage_checkbox(stage, count)
  entity_filter_checkbox(:stage, stage, count)
end

#opportunity_summary(opportunity) ⇒ Object

Opportunity summary for RSS/ATOM feeds.



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

def opportunity_summary(opportunity)
  summary = []
  amount = []
  summary << (opportunity.stage ? t(opportunity.stage) : t(:other))
  summary << number_to_currency(opportunity.weighted_amount, precision: 0)
  unless %w[won lost].include?(opportunity.stage)
    amount << number_to_currency(opportunity.amount.to_f, precision: 0)
    amount << (opportunity.discount ? t(:discount_number, number_to_currency(opportunity.discount, precision: 0)) : t(:no_discount))
    amount << t(:probability_number, opportunity.probability.to_i.to_s + '%')
    summary << amount.join(' ')
  end
  summary << if opportunity.closes_on
               t(:closing_date, l(opportunity.closes_on, format: :mmddyy))
             else
               t(:no_closing_date)
             end
  summary.compact.join(', ')
end