public function render($tpl = null)
{
$app = JFactory::getApplication();
$deal_id = $app->input->get('deal_id');
if ($deal_id) {
$primary_contact_id = DealHelper::getPrimaryContact($deal_id);
$this->primary_contact_id = $primary_contact_id;
}
//display
return parent::render();
}
public function render($tpl = null)
{
$app = JFactory::getApplication();
$deal_id = $app->input->get('deal_id');
$event_id = $app->input->get('event_id');
$companyId = $app->input->get('company_id');
$model = new PeopleModel();
$model->set('deal_id', $deal_id);
$model->set('event_id', $event_id);
$model->set('company_id', $companyId);
$contacts = $model->getContacts();
$this->contacts = $contacts;
if ($deal_id) {
$primary_contact_id = DealHelper::getPrimaryContact($deal_id);
$this->primary_contact_id = $primary_contact_id;
}
//display view
echo parent::render();
}
/**
* Get sources for return on investment reports
* @param none
* @return mixed $results
*/
public function getRoiSources()
{
//get DBO
$db = JFactory::getDBO();
$query = $db->getQuery(true);
//construct query string
$query->select("s.id,s.name,count(d.id) as number_of_deals,sum(d.amount) as revenue,s.type,s.cost");
$query->select("IF ( s.type <> 'per', ( ( ( ( sum(d.amount) - s.cost ) / s.cost ) * 100 ) ), ( ( sum(d.amount) - ( s.cost * count(d.id) ) ) / ( s.cost * count(d.id) ) * 100 ) ) AS roi");
$query->from("#__sources AS s");
//left join data
$won_stage_ids = DealHelper::getWonStages();
$query->leftJoin("#__deals AS d ON d.source_id = s.id AND d.stage_id IN (" . implode(',', $won_stage_ids) . ") AND d.published=1 AND d.archived=0");
$query->leftJoin("#__users AS u ON u.id = d.owner_id");
//set our sorting direction if set via post
$query->order($this->getState('Source.filter_order') . ' ' . $this->getState('Source.filter_order_Dir'));
//group data
$query->group("s.id");
if ($this->_id) {
if (is_array($this->_id)) {
$query->where("s.id IN (" . implode(',', $this->_id) . ")");
} else {
$query->where("s.id={$this->_id}");
}
}
//filter based on member access roles
$user_id = UsersHelper::getUserId();
$member_role = UsersHelper::getRole();
$team_id = UsersHelper::getTeamId();
if ($member_role != 'exec') {
if ($member_role == 'manager') {
$query->where("u.team_id={$team_id}");
} else {
$query->where("(d.owner_id={$user_id})");
}
}
//set query and load results
$db->setQuery($query);
$results = $db->loadAssocList();
return $results;
}
/**
* Prepare HTML field templates for each dataTable column.
*
* @param string column name
* @param object of item
* @return string HTML template for propper field
*/
public function getDataTableFieldTemplate($column, $item)
{
switch ($column) {
case 'id':
$template = '<input type="checkbox" class="export" name="ids[]" value="' . $item->id . '" />';
break;
case 'name':
$template = '<a href="' . RouteHelper::_('index.php?view=deals&layout=deal&id=' . $item->id) . '">' . $item->name . '</a>';
break;
case 'company_name':
$template = '<a href="' . RouteHelper::_('index.php?view=companies&layout=company&id=' . $item->company_id) . '">' . $item->company_name . '</a>';
break;
case 'amount':
$template = ConfigHelper::getCurrency() . $item->amount;
break;
case 'status_name':
if (!isset($item->status_id) || !$item->status_id) {
$item->status_name = TextHelper::_('COBALT_CLICK_TO_EDIT');
}
$statuses = DealHelper::getStatuses(null, true);
$template = '<div class="dropdown">';
$template .= ' <a href="#" class="dropdown-toggle update-toggle-html" role="button" data-toggle="dropdown" id="deal_status_' . $item->id . '_link">';
$template .= ' <span class="deal-status-' . $item->status_name . '">' . $item->status_name . '</span>';
$template .= ' </a>';
$template .= ' <ul class="dropdown-menu" aria-labelledby="deal_status_' . $item->id . '" role="menu">';
if (isset($statuses) && count($statuses)) {
foreach ($statuses as $id => $name) {
$template .= ' <li>';
$template .= ' <a href="#" class="status_select dropdown_item" data-field="status_id" data-item="deal" data-item-id="' . $item->id . '" data-value="' . $id . '">';
$template .= ' <span class="deal-status-' . OutputFilter::stringURLUnicodeSlug($name) . '">' . $name . '</span>';
$template .= ' </a>';
$template .= ' </li>';
}
}
$template .= ' </ul>';
$template .= ' </div>';
break;
case 'stage_name':
if (!isset($item->stage_id) || !$item->stage_id) {
$item->stage_name = TextHelper::_('COBALT_CLICK_TO_EDIT');
}
$stages = DealHelper::getStages(null, true);
$template = '<div class="dropdown">';
$template .= ' <a href="#" class="dropdown-toggle update-toggle-html" role="button" data-toggle="dropdown" id="deal_stage_' . $item->id . '_link">';
$template .= ' <span class="deal-stage-' . $item->stage_name . '">' . $item->stage_name . '</span>';
$template .= ' </a>';
$template .= ' <ul class="dropdown-menu" aria-labelledby="deal_stage_' . $item->id . '" role="menu">';
if (isset($stages) && count($stages)) {
foreach ($stages as $id => $name) {
$template .= ' <li>';
$template .= ' <a href="#" class="stage_select dropdown_item" data-field="stage_id" data-item="deal" data-item-id="' . $item->id . '" data-value="' . $id . '">';
$template .= ' <span class="deal-stage-' . OutputFilter::stringURLUnicodeSlug($name) . '">' . $name . '</span>';
$template .= ' </a>';
$template .= ' </li>';
}
}
$template .= ' </ul>';
$template .= ' </div>';
break;
case 'source_name':
if (!isset($item->source_id) || !$item->source_id) {
$item->source_name = TextHelper::_('COBALT_CLICK_TO_EDIT');
}
$sources = DealHelper::getSources(null, true);
$template = '<div class="dropdown">';
$template .= ' <a href="#" class="dropdown-toggle update-toggle-html" role="button" data-toggle="dropdown" id="deal_source_' . $item->id . '_link">';
$template .= ' <span class="deal-source-' . $item->source_name . '">' . $item->source_name . '</span>';
$template .= ' </a>';
$template .= ' <ul class="dropdown-menu" aria-labelledby="deal_source_' . $item->id . '" role="menu">';
if (isset($sources) && count($sources)) {
foreach ($sources as $id => $name) {
$template .= ' <li>';
$template .= ' <a href="#" class="source_select dropdown_item" data-field="source_id" data-item="deal" data-item-id="' . $item->id . '" data-value="' . $id . '">';
$template .= ' <span class="deal-source-' . OutputFilter::stringURLUnicodeSlug($name) . '">' . $name . '</span>';
$template .= ' </a>';
$template .= ' </li>';
}
}
$template .= ' </ul>';
$template .= ' </div>';
break;
case 'expected_close':
if ($item->expected_close == "0000-00-00 00:00:00") {
$template = TextHelper::_('COBALT_NOT_SET');
} else {
$template = DateHelper::formatDate($item->expected_close);
}
break;
case 'actual_close':
if ($item->actual_close == "0000-00-00 00:00:00") {
$template = TextHelper::_('COBALT_ACTIVE_DEAL');
} else {
$template = DateHelper::formatDate($item->actual_close);
}
break;
case 'action':
$template = '<div class="btn-group">';
// @TODO: make these 2 buttons work
// $template .= ' <a rel="tooltip" title="'.TextHelper::_('COBALT_VIEW_CONTACTS').'" data-placement="bottom" class="btn" href="javascript:void(0);" onclick="Cobalt.showDealContactsDialogModal('.$item->id.');"><i class="glyphicon glyphicon-user"></i></a>';
// $template .= ' <a rel="tooltip" title="'.TextHelper::_('COBALT_VIEW_NOTES').'" data-placement="bottom" class="btn" href="javascript:void(0);" onclick="openNoteModal(\'.deal->id.\',\'deal\');"><i class="glyphicon glyphicon-file"></i></a>';
$template .= ' <a data-toggle="popover" title="' . TextHelper::_('COBALT_VIEW_DETAILS') . '" data-placement="top" data-html="true" data-content-class="extras-' . $item->id . '" class="btn btn-xs btn-default" href="#" tabindex="0"><i class="glyphicon glyphicon-info-sign"></i></a>';
$template .= '</div>';
$template .= '<div class="extras-' . $item->id . ' hide">';
$template .= ' <b>' . TextHelper::_('COBALT_PRIMARY_CONTACT') . '</b>';
$template .= ' <a href="' . RouteHelper::_('index.php?view=people&layout=person&id=' . $item->primary_contact_id) . '">' . $item->primary_contact_first_name . '</a><br>';
$template .= ' <b>' . TextHelper::_('COBALT_NEXT_ACTION') . '</b><br>';
$template .= '</div>';
break;
default:
if (isset($column) && isset($item->{$column})) {
$template = $item->{$column};
} else {
$template = '';
}
break;
}
return $template;
}
/**
* Read a CSV File
* @param [String] $file
* @return [Mixed] $data
*/
public function readCSVFile($file, $table = null)
{
$app = \Cobalt\Container::fetch('app');
ini_set("auto_detect_line_endings", "1");
$data = array();
$line = 1;
$headers = array();
$i = -2;
$db = JFactory::getDBO();
$table = $db->getTableColumns("#__" . $app->input->get('import_type', $table));
$special_headers = array('company_id', 'company_name', 'stage_name', 'source_name', 'status_name', 'primary_contact_name', 'assignee_name', 'type');
if (($handle = fopen($file, "r")) !== false) {
while (($read = fgetcsv($handle, 1000, ",")) !== false) {
$i++;
$num = count($read);
if ($line == 1) {
$headers = $read;
$data['headers'] = $headers;
} else {
$line_data = array();
for ($c = 0; $c < $num; $c++) {
$header_name = array_key_exists($c, $headers) ? $headers[$c] : false;
if ($header_name) {
if (in_array($header_name, $special_headers)) {
$read[$c] = utf8_encode($read[$c]);
switch ($header_name) {
case "company_id":
$model = new Company();
$new_header = "company_id";
$company_name = $model->getCompanyName($read[$c]);
$name = "name=\"import_id[" . $i . "][" . $new_header . "]\"";
if ($company_name != "") {
$name = $company_name;
} else {
$name = "";
}
$special_data = array('label' => $read[$c], 'value' => $name);
break;
case "company_name":
$model = new Company();
$new_header = "company_id";
$company_id = $model->getCompanyList($read[$c]);
$name = "name=\"import_id[" . $i . "][" . $new_header . "]\"";
if (count($company_id) > 0) {
$name = $company_id[0]['name'];
} else {
$name = $read[$c];
}
$special_data = array('label' => $read[$c], 'value' => utf8_encode($name));
break;
case "stage_name":
$new_header = "stage_id";
$stage_id = DealHelper::getStages($read[$c]);
$name = "name=\"import_id[" . $i . "][" . $new_header . "]\"";
if (count($stage_id)) {
$keys = array_keys($stage_id);
$stage_id = $keys[0];
}
$special_data = array('dropdown' => DropdownHelper::generateDropdown('stage', $stage_id, $name));
break;
case "source_name":
$new_header = "source_id";
$source_id = DealHelper::getSources($read[$c]);
$name = "name=\"import_id[" . $i . "][" . $new_header . "]\"";
if (count($source_id)) {
$keys = array_keys($source_id);
$source_id = $keys[0];
}
$special_data = array('dropdown' => DropdownHelper::generateDropdown('source', $source_id, $name));
break;
case "status_name":
$new_header = "status_id";
$status_id = DealHelper::getStatuses($read[$c]);
$name = "name=\"import_id[" . $i . "][" . $new_header . "]\"";
if (count($status_id)) {
$keys = array_keys($status_id);
$status_id = $keys[0];
}
$special_data = array('dropdown' => DropdownHelper::generateDropdown('deal_status', $status_id, $name));
break;
case "primary_contact_name":
$new_header = "primary_contact_id";
$model = new People();
$contact = $model->searchForContact($read[$c]);
if ($contact) {
$special_data = array('label' => $contact[0]->label, 'value' => $contact[0]->value);
} else {
$special_data = array();
}
break;
case "assignee_name":
$new_header = "assignee_id";
$model = new People();
$contact = $model->searchForContact($read[$c]);
break;
case "type":
$new_header = "type";
$special_data = array('dropdown' => ucwords(DropdownHelper::getContactTypes($read[$c])));
break;
}
$line_data[$new_header] = $special_data;
} else {
if (array_key_exists($header_name, $table)) {
$line_data[$header_name] = utf8_encode($read[$c]);
}
}
}
}
if (count($line_data) > 0) {
$data[] = $line_data;
}
}
$line++;
}
fclose($handle);
}
return $data;
}
public function render()
{
$app = \Cobalt\Container::fetch('app');
//retrieve deal list from model
$model = new DealModel();
$state = $model->getState();
$dealList = array();
$deal = array();
$doc = JFactory::getDocument();
//session info
$session = JFactory::getSession();
$member_role = UsersHelper::getRole();
$user_id = UsersHelper::getUserId();
$team_id = UsersHelper::getTeamId();
//determine if we are requesting a specific deal or all deals
//if id requested
if ($app->input->get('id')) {
$model->set('_id', $app->input->get('id'));
$dealList = $model->getDeals();
if (is_null($dealList[0]->id)) {
$app->redirect(RouteHelper::_('index.php?view=deals'), TextHelper::_('COBALT_NOT_AUTHORIZED'));
}
//display remove and assign primary contact to deal
$app->input->set('loc', 'deal');
} else {
//else load all deals
if ($app->input->get('layout') != 'edit') {
if (TemplateHelper::isMobile()) {
$model->set('ordering', 'd.name ASC');
}
$dealList = $model->getDeals();
}
}
//determine if we are editing an existing deal entry
if (count($dealList) == 1) {
//grab deal object
$deal = $dealList[0];
$deal->header = ucwords(TextHelper::_('COBALT_DEAL_EDIT'));
} else {
//else we are creating a new entry
$deal = new \stdClass();
$deal->name = "";
$deal->summary = "";
$deal->company_id = $app->input->get('company_id') ? $app->input->get('company_id') : null;
$deal->person_id = $app->input->get('person_id') ? $app->input->get('person_id') : null;
//get company name to prefill data and hidden fields
if ($deal->company_id) {
$company = CompanyHelper::getCompany($deal->company_id);
$deal->company_name = $company[0]['name'];
$deal->company_id = $company[0]['id'];
}
//if a person is specified prefill data
if ($deal->person_id) {
$person = PeopleHelper::getPerson($deal->person_id);
$deal->person_name = $person[0]['last_name'] . ', ' . $person[0]['first_name'];
$deal->person_id = $person[0]['id'];
//assign company if person is associated with company
if ($person[0]['company_id']) {
$deal->company_id = $person[0]['company_id'];
$deal->company_name = $person[0]['company_name'];
}
}
//assign rest of null data
$deal->amount = "";
$deal->stage_id = 0;
$deal->source_id = 0;
$deal->probability = 0;
$deal->status_id = 0;
$deal->expected_close = "";
$deal->header = ucwords(TextHelper::_('COBALT_DEAL_HEADER'));
}
//load javalibs
if (!TemplateHelper::isMobile()) {
$doc->addScript(JURI::base() . 'src/Cobalt/media/js/deal_manager.js');
}
//dropdown info
//get deal type filters
$deal_types = DealHelper::getDealTypes();
$deal_type_name = $session->get('deal_type_filter');
$deal_type_name = array_key_exists($deal_type_name, $deal_types) ? $deal_types[$deal_type_name] : $deal_types[''];
//get column filters
$column_filters = DealHelper::getColumnFilters();
$selected_columns = DealHelper::getSelectedColumnFilters();
//get member access info
$teams = UsersHelper::getTeams();
$users = UsersHelper::getUsers();
$stages = DealHelper::getStages();
//get deal stage filters
$stage_name = $session->get('deal_stage_filter');
$stage_name = $stage_name ? $stages[$stage_name] : $stages['all'];
//get session data to prefill filters
$user_filter = $session->get('deal_user_filter');
$team_filter = $session->get('deal_team_filter');
if ($user_filter == "all" && $user_filter != $user_id) {
$user_name = TextHelper::_('COBALT_ALL_USERS');
} elseif ($user_filter == "all") {
$user_name = TextHelper::_('COBALT_ME');
} elseif ($user_filter and $user_filter != $user_id and $user_filter != 'all') {
$user_info = UsersHelper::getUsers($user_filter);
$user_info = $user_info[0];
$user_name = $user_info['first_name'] . " " . $user_info['last_name'];
} elseif ($team_filter) {
$team_info = UsersHelper::getTeams($team_filter);
$team = $team_info[0];
$user_name = $team['team_name'] . TextHelper::_('COBALT_TEAM_APPEND');
} else {
$user_name = TextHelper::_('COBALT_ME');
}
//get closing time filters
$closing_names = DealHelper::getClosing();
$closing_name = $session->get('deal_close_filter');
$closing_name = $closing_name ? $closing_names[$closing_name] : $closing_names['all'];
//get total deals associated with user
$total_deals = UsersHelper::getDealCount($user_id, $team_id, $member_role);
//Load Events & Tasks for person
$layout = $this->getLayout();
if ($layout == "deal") {
$model = new EventModel();
$events = $model->getEvents("deal", null, $app->input->get('id'));
$this->event_dock = ViewHelper::getView('events', 'event_dock', 'phtml', array('events' => $events));
$primary_contact_id = DealHelper::getPrimaryContact($dealList[0]->id);
$this->contact_info = ViewHelper::getView('contacts', 'default', 'phtml', array('contacts' => $dealList[0]->people, 'primary_contact_id' => $primary_contact_id));
$this->document_list = ViewHelper::getView('documents', 'list', 'phtml', array('documents' => $deal->documents, 'total' => $total, 'pagination' => $pagination));
//$this->document_list = ViewHelper::getView('documents','document_row','phtml',array('documents'=>$deal->documents));
$this->custom_fields_view = ViewHelper::getView('custom', 'default', 'phtml', array('type' => 'deal', 'item' => $dealList[0]));
}
if ($layout == "default") {
$this->dataTableColumns = $model->getDataTableColumns();
$pagination = $model->getPagination();
$total = $model->getTotal();
$this->deal_list = ViewHelper::getView('deals', 'list', 'phtml', array('dealList' => $dealList, 'total' => $total, 'pagination' => $pagination));
$this->state = $state;
$doc->addScriptDeclaration("\n loc = 'deals';\n order_url = 'index.php?view=deals&layout=list&format=raw&tmpl=component';\n order_dir = '" . $state->get('Deal.filter_order_Dir') . "';\n order_col = '" . $state->get('Deal.filter_order') . "';\n var dataTableColumns = " . json_encode($this->dataTableColumns) . ";");
$deal_name = $state->get('Deal.deals_name');
$this->deal_filter = $deal_name;
}
if (TemplateHelper::isMobile()) {
$this->add_note = ViewHelper::getView('note', 'edit', 'phtml');
$this->add_task = ViewHelper::getView('events', 'edit_task', 'phtml', array('association_type' => 'deal', 'assocation_id' => $app->input->get('id')));
}
if ($layout == "edit") {
$item = $app->input->get('id') && array_key_exists(0, $dealList) ? $dealList[0] : array('id' => '');
$this->edit_custom_fields_view = ViewHelper::getView('custom', 'edit', 'phtml', array('type' => 'deal', 'item' => $item));
$json = TRUE;
$companyModel = new CompanyModel();
$companyNames = $companyModel->getCompanyNames($json);
$doc->addScriptDeclaration("var company_names=" . $companyNames . ";");
$peopleModel = new PeopleModel();
$peopleNames = $peopleModel->getPeopleNames($json);
$doc->addScriptDeclaration("var people_names=" . $peopleNames . ";");
}
$closed_stages = DealHelper::getClosedStages();
//assign results to view
$this->closed_stages = $closed_stages;
$this->dealList = $dealList;
$this->totalDeals = $total_deals;
$this->deal = $deal;
$this->deal_types = $deal_types;
$this->deal_type_name = $deal_type_name;
$this->user_id = $user_id;
$this->member_role = $member_role;
$this->teams = $teams;
$this->users = $users;
$this->stages = $stages;
$this->stage_name = $stage_name;
$this->user_name = $user_name;
$this->closing_names = $closing_names;
$this->closing_name = $closing_name;
$this->state = $state;
$this->column_filters = $column_filters;
$this->selected_columns = $selected_columns;
//display
return parent::render();
}
public static function getSelectedColumnFilters()
{
//get the user session data
$db = \Cobalt\Container::fetch('db');
$query = $db->getQuery(true);
$query->select("deals_columns");
$query->from("#__users");
$query->where("id=" . UsersHelper::getUserId());
$db->setQuery($query);
$results = $db->loadResult();
//unserialize columns
$columns = unserialize($results);
if (is_array($columns)) {
return $columns;
} else {
//if it is empty then load a default set
return DealHelper::getDefaultColumnFilters();
}
}
/**
* Get yearly commission data for user
* @param int $id to search for
* @return mixed $results
*/
public function getYearlyCommissionData($id)
{
//get current year and months to loop through
$current_year = DateHelper::formatDBDate(date('Y-01-01 00:00:00'));
$month_names = DateHelper::getMonthNames();
$months = DateHelper::getMonthDates();
//get stage id to filter deals by
$won_stage_ids = DealHelper::getWonStages();
//gen query
$results = array();
foreach ($months as $month) {
$start_date = $month['date'];
$end_date = DateHelper::formatDBDate(date('Y-m-d 00:00:00', strtotime("{$start_date} + 1 months")));
//flush the query
$query = $this->db->getQuery(true)->select("d.owner_id,d.modified,SUM(d.amount) AS y")->from("#__deals AS d")->where("d.stage_id IN (" . implode(',', $won_stage_ids) . ")")->where("d.modified >= '{$start_date}'")->where("d.modified < '{$end_date}'")->where("d.modified IS NOT NULL")->where("d.owner_id={$id}")->group("d.owner_id")->where("d.published>0");
$results[] = $this->db->setQuery($query)->loadAssoc();
}
//clean data for commission rate
foreach ($results as $key => $result) {
$commission_rate = UsersHelper::getCommissionRate($result['owner_id']);
$results[$key]['y'] = (int) $result['y'] * ($commission_rate / 100);
}
return $results;
}
/**
* Get Yearly Revenue
* @param $access_type we wish to filter by 'member','team','company'
* @param $access_id the id of the $access_type we wish to filter by
* @return mixed $results
*/
public function getYearlyRevenue($access_type = null, $access_id = null)
{
//get db
$db = JFactory::getDBO();
$query = $db->getQuery(true);
//get current year and months to loop through
$current_year = DateHelper::formatDBDate(date('Y-01-01 00:00:00'));
$month_names = DateHelper::getMonthNames();
$months = DateHelper::getMonthDates();
//get stage id to filter deals by
$won_stage_ids = DealHelper::getWonStages();
//gen query
$results = array();
foreach ($months as $month) {
$start_date = $month['date'];
$end_date = DateHelper::formatDBDate(date('Y-m-d 00:00:00', strtotime("{$start_date} + 1 months")));
//flush the query
$query = $db->getQuery(true);
//generate query string
$query->select("d.modified,SUM(d.amount) AS y");
$query->from("#__deals AS d");
$query->where("d.stage_id IN (" . implode(',', $won_stage_ids) . ")");
$query->where("d.modified >= '{$start_date}'");
$query->where("d.modified < '{$end_date}'");
$query->where("d.modified IS NOT NULL");
//sort by published deals
$query->where("d.published>0");
//filter by access type
if ($access_type != 'company') {
//team sorting
if ($access_type == 'team') {
//get team members
$team_members = UsersHelper::getTeamUsers($access_id);
$query .= " AND d.owner_id IN (";
//loop to make string
foreach ($team_members as $key => $member) {
$query .= "'" . $member['id'] . "',";
}
$query = substr($query, 0, -1);
$query .= ") ";
}
//member filter
if ($access_type == 'member') {
$query->where("d.owner_id={$access_id}");
}
}
//get results and assign to month
$db->setQuery($query);
$totals = $db->loadAssoc();
if (!$totals) {
$totals = array('y' => 0);
}
$totals['y'] = (int) $totals['y'];
$results[] = $totals;
}
//return
return $results;
}
public function _display_sales_pipeline()
{
//get deals for reports
$dealModel = new DealModel();
$dealModel->set('archived', 0);
$dealModel->set('limit', 0);
$reports = $dealModel->getReportDeals();
// Initialise state variables.
$state = $dealModel->getState();
//info for dropdowns
$deal_amounts = DealHelper::getAmounts();
$deal_stages = DealHelper::getActiveStages(TRUE);
$deal_statuses = DealHelper::getStatuses();
$deal_close_dates = DealHelper::getClosing();
$modified_dates = DealHelper::getModified();
//list view
$sales_pipeline_header = ViewHelper::getView('reports', 'sales_pipeline_header', 'phtml', array('state' => $state, 'reports' => $reports));
$sales_pipeline_list = ViewHelper::getView('reports', 'sales_pipeline_filter', 'phtml', array('reports' => $reports));
$sales_pipeline_footer = ViewHelper::getView('reports', 'sales_pipeline_footer', 'phtml');
$sales_pipeline_header->deal_amounts = $deal_amounts;
$sales_pipeline_header->deal_stages = $deal_stages;
$sales_pipeline_header->deal_statuses = $deal_statuses;
$sales_pipeline_header->deal_close_dates = $deal_close_dates;
$sales_pipeline_header->modified_dates = $modified_dates;
$sales_pipeline_header->created_dates = DateHelper::getCreatedDates();
$sales_pipeline_header->team_names = DropdownHelper::getTeamNames();
$sales_pipeline_header->user_names = DropdownHelper::getUserNames();
$sales_pipeline_header->state = $state;
//assign refs to view
$this->sales_pipeline_header = $sales_pipeline_header;
$this->sales_pipeline_list = $sales_pipeline_list;
$this->sales_pipeline_footer = $sales_pipeline_footer;
$this->state = $state;
$this->reports = $reports;
}
/**
* Update a users database columns for displaying data on individual pages
* @param string $loc the column in the database to update
* @param string $column the column in the serialized array that will be updated
*/
public function updateColumns($loc, $column)
{
//get user id
$user_id = UsersHelper::getUserId();
$query = $this->db->getQuery(true);
//get current array
$query->select($loc . "_columns");
$query->from("#__users");
$query->where("id=" . $user_id);
$this->db->setQuery($query);
$result = unserialize($this->db->loadResult());
//if we have no data assigned grab the defaults
if (!is_array($result)) {
switch ($loc) {
case "deals":
$result = DealHelper::getDefaultColumnFilters();
break;
case "people":
$result = PeopleHelper::getDefaultColumnFilters();
break;
case "companies":
$result = CompanyHelper::getDefaultColumnFilters();
break;
}
}
//if we do find the value in the array remove it
if (in_array($column, $result)) {
$key = array_search($column, $result);
unset($result[$key]);
} else {
//if we dont find the value in the array add it
$result[] = $column;
}
//serialize the new array
$result = serialize($result);
//update the database
$query->update('#__users')->set($loc . "_columns='" . $result . "'")->where("id=" . $user_id);
$this->db->setQuery($query);
$this->db->execute();
}
/**
* Prepare HTML field templates for each dataTable column.
*
* @param string column name
* @param object of item
* @return string HTML template for propper field
*/
public function getDataTableFieldTemplate($column, $item)
{
switch ($column) {
case 'id':
$template = '<input type="checkbox" class="export" name="ids[]" value="' . $item->id . '" />';
break;
case 'avatar':
if (isset($item->avatar) && $item->avatar) {
$template = '<img id="avatar_img_' . $item->id . '" data-item-type="people" data-item-id="' . $item->id . '" class="avatar" src="' . JURI::base() . 'src/Cobalt/media/avatars/' . $item->avatar . '"/>';
} else {
$template = '<img id="avatar_img_' . $item->id . '" data-item-type="people" data-item-id="' . $item->id . '" class="avatar" src="' . JURI::base() . 'src/Cobalt/media/images/person.png' . '"/>';
}
break;
case 'name':
$template = '<a href="' . RouteHelper::_('index.php?view=people&layout=person&id=' . $item->id) . '">' . $item->first_name . ' ' . $item->last_name . '</a>';
break;
case 'company_name':
$template = '<a href="' . RouteHelper::_('index.php?view=companies&layout=company&id=' . $item->company_id) . '">' . $item->company_name . '</a>';
break;
case 'owner':
if (!isset($item->owner_last_name) || !$item->owner_last_name) {
$item->status_name = TextHelper::_('COBALT_CLICK_TO_EDIT');
}
$me = array(array('label' => TextHelper::_('COBALT_ME'), 'value' => UsersHelper::getLoggedInUser()->id));
$users = UsersHelper::getUsers(null, true);
$users = array_merge($me, $users);
$template = '<div class="dropdown">';
$template .= ' <a href="#" class="dropdown-toggle update-toggle-html" role="button" data-toggle="dropdown" id="oerson_owner_' . $item->id . '_link">';
$template .= $item->owner_first_name . ' ' . $item->owner_last_name;
$template .= ' </a>';
$template .= ' <ul class="dropdown-menu" aria-labelledby="deal_status_' . $item->id . '" role="menu">';
if (isset($users) && count($users)) {
foreach ($users as $id => $user) {
$template .= ' <li>';
$template .= ' <a href="#" class="owner_select dropdown_item" data-field="owner_id" data-item="person" data-item-id="' . $item->id . '" data-value="' . $user['value'] . '">';
$template .= ' <span class="person-owner-' . OutputFilter::stringURLUnicodeSlug($user['value']) . '">' . $user['label'] . '</span>';
$template .= ' </a>';
$template .= ' </li>';
}
}
$template .= ' </ul>';
$template .= ' </div>';
break;
case 'status_name':
if (!isset($item->status_id) || !$item->status_id) {
$item->status_name = TextHelper::_('COBALT_CLICK_TO_EDIT');
}
$statuses = PeopleHelper::getStatusList();
$template = '<div class="dropdown">';
$template .= ' <a href="#" class="dropdown-toggle update-toggle-html" role="button" data-toggle="dropdown" id="deal_stage_' . $item->id . '_link">';
$template .= ' <span class="person-status-' . $item->status_name . '">' . $item->status_name . '</span>';
$template .= ' </a>';
$template .= ' <ul class="dropdown-menu" aria-labelledby="deal_stage_' . $item->id . '" role="menu">';
if (isset($statuses) && count($statuses)) {
foreach ($statuses as $id => $status) {
$template .= ' <li>';
$template .= ' <a href="#" class="status_select dropdown_item" data-field="status_id" data-item="people" data-item-id="' . $item->id . '" data-value="' . $status['id'] . '">';
$template .= ' <span class="person-status-' . OutputFilter::stringURLUnicodeSlug($status['id']) . '">' . $status['name'] . '</span>';
$template .= ' </a>';
$template .= ' </li>';
}
}
$template .= ' </ul>';
$template .= ' </div>';
break;
case 'source_name':
if (!isset($item->source_id) || !$item->source_id) {
$item->source_name = TextHelper::_('COBALT_CLICK_TO_EDIT');
}
$sources = DealHelper::getSources(null, true);
$template = '<div class="dropdown">';
$template .= ' <a href="#" class="dropdown-toggle update-toggle-html" role="button" data-toggle="dropdown" id="person_source_' . $item->id . '_link">';
$template .= ' <span class="person-source-' . $item->source_name . '">' . $item->source_name . '</span>';
$template .= ' </a>';
$template .= ' <ul class="dropdown-menu" aria-labelledby="person_source_' . $item->id . '" role="menu">';
if (isset($sources) && count($sources)) {
foreach ($sources as $id => $name) {
$template .= ' <li>';
$template .= ' <a href="#" class="source_select dropdown_item" data-field="source_id" data-item="people" data-item-id="' . $item->id . '" data-value="' . $id . '">';
$template .= ' <span class="person-source-' . OutputFilter::stringURLUnicodeSlug($name) . '">' . $name . '</span>';
$template .= ' </a>';
$template .= ' </li>';
}
}
$template .= ' </ul>';
$template .= ' </div>';
break;
case 'type':
if (!isset($item->type) || !$item->type) {
$item->type = TextHelper::_('COBALT_CLICK_TO_EDIT');
}
$types = PeopleHelper::getPeopleTypes(false);
$template = '<div class="dropdown">';
$template .= ' <a href="#" class="dropdown-toggle update-toggle-html" role="button" data-toggle="dropdown" id="person_type_' . $item->id . '_link">';
$template .= $item->type;
$template .= ' </a>';
$template .= ' <ul class="dropdown-menu" aria-labelledby="person_type_' . $item->id . '" role="menu">';
if (isset($types) && count($types)) {
foreach ($types as $id => $name) {
$template .= ' <li>';
$template .= ' <a href="#" class="type_select dropdown_item" data-field="type" data-item="people" data-item-id="' . $item->id . '" data-value="' . $id . '">';
$template .= ' <span class="person-type-' . OutputFilter::stringURLUnicodeSlug($name) . '">' . $name . '</span>';
$template .= ' </a>';
$template .= ' </li>';
}
}
$template .= ' </ul>';
$template .= ' </div>';
break;
case 'notes':
// $template = '<a rel="tooltip" title="'.TextHelper::_('COBALT_VIEW_NOTES').'" data-placement="bottom" class="btn" href="#" onclick="Cobalt.openNoteModal('.$item->id.', \'people\');"><i class="glyphicon glyphicon-file"></i></a>';
$template = '';
// @TODO: Implement notes modal
break;
case 'address':
$template = $item->work_city . '<br>' . $item->work_state . '<br>' . $item->work_zip . '<br>' . $item->work_country;
break;
case 'created':
$template = DateHelper::formatDate($item->created);
break;
case 'modified':
$template = DateHelper::formatDate($item->modified);
break;
default:
if (isset($column) && isset($item->{$column})) {
$template = $item->{$column};
} else {
$template = '';
}
break;
}
return $template;
}
public function render()
{
$app = JFactory::getApplication();
///retrieve task list from model
$model = new PeopleModel();
$state = $model->getState();
//session data
$session = JFactory::getSession();
$user_id = UsersHelper::getUserId();
$team_id = UsersHelper::getTeamId();
$member_role = UsersHelper::getRole();
$people_type_name = $session->get('people_type_filter');
$user = $session->get('people_user_filter');
$team = $session->get('people_team_filter');
$stage = $session->get('people_stage_filter');
$tag = $session->get('people_tag_filter');
$status = $session->get('people_status_filter');
//load java
$document = JFactory::getDocument();
$document->addScript(JURI::base() . 'src/Cobalt/media/js/people_manager.js');
//get list of people
$people = $model->getPeople();
$person = array();
//Pagination
$this->pagination = $model->getPagination();
//determine if we are editing an existing person entry
if ($app->input->get('id')) {
//grab deal object
$person = $people[0];
if (is_null($person['id'])) {
$app->redirect(RouteHelper::_('index.php?view=people'), TextHelper::_('COBALT_NOT_AUTHORIZED'));
}
$person['header'] = TextHelper::_('COBALT_EDIT') . ' ' . $person['first_name'] . ' ' . $person['last_name'];
} else {
//else we are creating a new entry
$person = array();
$person['id'] = '';
$person['first_name'] = "";
$person['last_name'] = "";
$person['company_id'] = $app->input->get('company_id') ? $app->input->get('company_id') : null;
$person['deal_id'] = $app->input->get('deal_id') ? $app->input->get('deal_id') : null;
//get company name to prefill data on page and hidden fields
if ($person['company_id']) {
$company = CompanyHelper::getCompany($person['company_id']);
$person['company_name'] = $company[0]['name'];
$person['company_id'] = $company[0]['id'];
}
//get deal name to prefill data on page and hidden fields
if ($person['deal_id']) {
$deal = DealHelper::getDeal($person['deal_id']);
$person['deal_name'] = $deal[0]['name'];
$person['deal_id'] = $deal[0]['id'];
}
$person['position'] = "";
$person['phone'] = "";
$person['email'] = "";
$person['type'] = '';
$person['source_id'] = null;
$person['status_id'] = null;
$person['header'] = TextHelper::_('COBALT_PERSON_ADD');
}
//get total people associated with users account
$total_people = UsersHelper::getPeopleCount($user_id, $team_id, $member_role);
//get filter types
$people_types = PeopleHelper::getPeopleTypes();
$people_type_name = $people_type_name && array_key_exists($people_type_name, $people_types) ? $people_types[$people_type_name] : $people_types['all'];
//get column filters
$column_filters = PeopleHelper::getColumnFilters();
$selected_columns = PeopleHelper::getSelectedColumnFilters();
//get user filter
//get associated users//teams
$teams = UsersHelper::getTeams();
$users = UsersHelper::getUsers();
if ($user and $user != $user_id and $user != 'all') {
$user_info = UsersHelper::getUsers($user);
$user_info = $user_info[0];
$user_name = $user_info['first_name'] . " " . $user_info['last_name'];
} elseif ($team) {
$team_info = UsersHelper::getTeams($team);
$team_info = $team_info[0];
$user_name = $team_info['team_name'] . TextHelper::_('COBALT_TEAM_APPEND');
} elseif ($user == 'all') {
$user_name = TextHelper::_('COBALT_ALL_USERS');
} else {
$user_name = TextHelper::_('COBALT_ME');
}
//get stage filter
$stages = PeopleHelper::getStages();
$stages_name = $stage ? $stages[$stage] : $stages['past_thirty'];
//get tag filter
$tag_list = PeopleHelper::getTagList();
for ($i = 0; $i < count($tag_list); $i++) {
if ($tag_list[$i]['id'] == $tag and $tag != 'any') {
$tag_name = $tag_list[$i]['name'];
break;
}
}
$tag_name = ($tag and $tag != 'any') ? $tag_name : 'all tags';
//get status filter
$status_list = PeopleHelper::getStatusList();
for ($i = 0; $i < count($status_list); $i++) {
if ($status_list[$i]['id'] == $status and $status != 'any') {
$status_name = $status_list[$i]['name'];
break;
}
}
$status_name = ($status and $status != 'any') ? $status_name : 'any status';
$dropdowns = $model->getDropdowns();
//Load Events & Tasks for person
$layout = $this->getLayout();
if ($layout == "person") {
$model = new EventModel();
$events = $model->getEvents("person", null, $app->input->get('id'));
$this->event_dock = ViewHelper::getView('events', 'event_dock', 'phtml', array('events' => $events));
$this->deal_dock = ViewHelper::getView('deals', 'deal_dock', 'phtml', array('deals' => $person['deals']));
$this->document_list = ViewHelper::getView('documents', 'document_row', 'phtml', array('documents' => $person['documents']));
$this->custom_fields_view = ViewHelper::getView('custom', 'default', 'phtml', array('type' => 'people', 'item' => $person));
}
if ($layout == "default") {
$total = $model->getTotal();
$pagination = $model->getPagination();
$this->people_list = ViewHelper::getView('people', 'list', 'phtml', array('people' => $people, 'total' => $total, 'pagination' => $pagination));
$this->people_filter = $state->get('Deal.people_name');
$this->dataTableColumns = $model->getDataTableColumns();
JFactory::getDocument()->addScriptDeclaration("\n var loc = 'people';\n var order_dir = '" . $state->get('People.filter_order_Dir') . "';\n var order_col = '" . $state->get('People.filter_order') . "';\n var dataTableColumns = " . json_encode($this->dataTableColumns) . ";");
}
if ($layout == "edit") {
$item = $app->input->get('id') && array_key_exists(0, $people) ? $people[0] : array('id' => '');
$this->edit_custom_fields_view = ViewHelper::getView('custom', 'edit', 'phtml', array('type' => 'people', 'item' => $item));
$companyModel = new CompanyModel();
$json = TRUE;
$companyNames = $companyModel->getCompanyNames($json);
$document->addScriptDeclaration("var company_names=" . $companyNames . ";");
}
if (TemplateHelper::isMobile() && $app->input->get('id')) {
$this->add_note = ViewHelper::getView('note', 'edit', 'phtml', array('add_note' => $add_note));
$this->add_task = ViewHelper::getView('events', 'edit_task', 'phtml', array('association_type' => 'person', 'assocation_id' => $app->input->get('id')));
}
//assign results to view
$this->people = $people;
$this->person = $person;
$this->totalPeople = $total_people;
$this->people_type_name = $people_type_name;
$this->people_types = $people_types;
$this->user_id = $user_id;
$this->team_id = $team_id;
$this->member_role = $member_role;
$this->user_name = $user_name;
$this->teams = $teams;
$this->users = $users;
$this->stages = $stages;
$this->stages_name = $stages_name;
$this->tag_list = $tag_list;
$this->tag_name = $tag_name;
$this->status_list = $status_list;
$this->status_name = $status_name;
$this->state = $state;
$this->column_filters = $column_filters;
$this->selected_columns = $selected_columns;
$this->dropdown = $dropdowns;
//display
return parent::render();
}
public function render($tpl = null)
{
$app = JFactory::getApplication();
$id = $app->input->get('id', null);
$company_id = $app->input->get('company_id');
$person_id = $app->input->get('person_id');
//get deals
$model = new DealModel();
if ($company_id) {
$model->set('company_id', $company_id);
} elseif ($person_id) {
$model->set('person_id', $person_id);
} elseif ($id) {
$model->set('_id', $id);
}
$layout = $this->getLayout();
$total = $model->getTotal();
$this->total = $total;
$pagination = $model->getPagination();
$this->pagination = $pagination;
//assign references
switch ($layout) {
case "entry":
$this->stages = DealHelper::getStages(null, true, false);
$this->statuses = DealHelper::getStatuses(null, true);
$this->sources = DealHelper::getSources(null);
$this->users = UsersHelper::getUsers(null, true);
$this->k = 0;
$this->deal = $model->getDeal();
break;
case "deal":
$this->deal = $model->getDeal($id);
$this->dealList = $model->getDeals();
$primary_contact_id = DealHelper::getPrimaryContact($this->deal->id);
$this->closed_stages = DealHelper::getClosedStages();
$model = new EventModel();
$events = $model->getEvents("deal", null, $app->input->get('id'));
$this->event_dock = ViewHelper::getView('events', 'event_dock', 'phtml', array('events' => $events));
$this->document_list = ViewHelper::getView('documents', 'document_row', 'phtml', array('documents' => $this->deal->documents));
$this->custom_fields_view = ViewHelper::getView('custom', 'default', 'phtml', array('type' => 'deal', 'item' => $this->deal));
$this->contact_info = ViewHelper::getView('contacts', 'default', 'phtml', array('contacts' => $this->deal->people, 'primary_contact_id' => $primary_contact_id));
break;
case "deal_dock_list":
$this->deals = $model->getDeals();
break;
case "add":
case "edit":
$this->deal = $model->getDeal($id);
$this->edit_custom_fields_view = ViewHelper::getView('custom', 'edit', 'phtml', array('type' => 'deal', 'item' => $this->deal));
break;
case "edit_conversation":
$model = new ConversationModel();
$conversation = $model->getConversation($id);
$this->conversation = $conversation[0];
break;
case "conversation_entry":
$model = new ConversationModel();
$conversation = $model->getConversation($id);
$this->conversation = $conversation[0];
break;
default:
$this->dealList = $model->getDeals();
$state = $model->getState();
$this->state = $state;
break;
}
//display view
echo parent::render();
}
/**
* Get leaderboard info
* @param mixed $leaderboard leaderboard object
* @return mixed $results leaderboard information
*/
public function leaderboardInfo($leaderboard)
{
//get db
$db = JFactory::getDBO();
$query = $db->getQuery(true);
//get won stage id
$won_stage_ids = DealHelper::getWonStages();
//assign start_date and end_date
$start_date = $leaderboard['start_date'];
$end_date = $leaderboard['end_date'];
//select members from database and join essential data
//get members
$query->select("u.id,u.first_name,u.last_name");
$query->from("#__users AS u");
//left join data
//win_cash
if ($leaderboard['goal_type'] == 'win_cash') {
$query->select("SUM(d.amount) AS cash_won");
$query->leftJoin("#__deals AS d ON d.owner_id = u.id AND d.stage_id IN (" . implode(",", $won_stage_ids) . ") AND d.modified >= '{$start_date}' AND d.modified <= '{$end_date}' AND d.published>0");
$query->order('SUM(d.amount) desc');
}
//win_deals
if ($leaderboard['goal_type'] == 'win_deals') {
$query->select("COUNT(d.id) AS deals_won");
$query->leftJoin("#__deals AS d ON d.owner_id = u.id AND d.stage_id IN (" . implode(",", $won_stage_ids) . ") AND d.modified >= '{$start_date}' AND d.modified <= '{$end_date}' AND d.published>0");
$query->order('COUNT(d.id) desc');
}
//move_deals
if ($leaderboard['goal_type'] == 'move_deals') {
$query->select("COUNT(d.id) AS deals_moved");
$query->leftJoin("#__deals AS d ON d.owner_id = u.id AND d.stage_id=" . $leaderboard['stage_id'] . " AND d.modified >= '{$start_date}' AND d.modified <= '{$end_date}' AND d.published>0");
$query->order('COUNT(d.id) desc');
}
//complete_tasks
if ($leaderboard['goal_type'] == 'complete_tasks') {
$query->select("COUNT(e.id) AS tasks_completed");
$query->leftJoin("#__events AS e ON e.assignee_id = u.id AND e.completed=1 AND e.category_id=" . $leaderboard['category_id'] . " AND e.modified >= '{$start_date}' AND e.modified <= '{$end_date}' AND e.published>0");
$query->order('COUNT(e.id) desc');
}
//write_notes
if ($leaderboard['goal_type'] == 'write_notes') {
$query->select("COUNT(n.id) AS notes_written");
$query->leftJoin("#__notes AS n ON n.owner_id = u.id AND n.category_id=" . $leaderboard['category_id'] . " AND n.created >= '{$start_date}' AND n.created <= '{$end_date}' AND n.published>0");
$query->order('COUNT(n.id) desc');
}
//create_deals
if ($leaderboard['goal_type'] == 'create_deals') {
$query->select("COUNT(d.id) AS deals_created");
$query->leftJoin("#__deals AS d ON d.owner_id = u.id AND d.created >= '{$start_date}' AND d.created <= '{$end_date}' AND d.published>0");
$query->order('COUNT(d.id) desc');
}
//switch depending on leaderboard type
switch ($leaderboard['assigned_type']) {
case "team":
$query->where("u.team_id=" . $leaderboard['assigned_id']);
break;
case "member":
$query->where("u.id=" . $leaderboard['assigned_id']);
break;
}
//return results
$query->group("u.id");
$db->setQuery($query);
$results = $db->loadAssocList();
return $results;
}
