/**
* Here we use multiple models to gather data for displaying graphs
* @param $type type to filter by 'member','team','company'
* @param $id id of type to filter by
* @return $graph_data gathered graph data
*/
public function getGraphData($type = null, $id = null)
{
//set default search data
if ($type == null) {
$type = 'member';
$id = UsersHelper::getUserId();
}
//deal data
$model = new Deal();
$model->set('archived', 0);
$deals_by_stage = $model->getGraphDeals('stage', $type, $id);
$deals_by_status = $model->getGraphDeals('status', $type, $id);
$lead_sources = $model->getLeadSources($type, $id);
$stage_names = array();
$stage_totals = array();
$status_names = array();
$status_totals = array();
$lead_source_names = array();
$lead_totals = array();
//revenue data
$model = new Revenue();
$monthly_revenue = $model->getMonthlyRevenue($type, $id);
$yearly_revenue = $model->getYearlyRevenue($type, $id);
//commission data
$model = new Commission();
$monthly_commissions = $model->getMonthlyCommission($type, $id);
$yearly_commissions = $model->getYearlyCommission($type, $id);
//get lead source names
if (count($lead_sources) > 0) {
foreach ($lead_sources as $lead) {
$lead_source_names[] = $lead['name'];
$lead_totals[] = $lead['y'];
}
}
//get weeks
$weeks = array();
$count = 0;
if ($monthly_revenue) {
foreach ($monthly_revenue as $week) {
$count++;
$weeks[] = "Week " . $count;
}
}
//get months
$months = DateHelper::getMonthNamesShort();
//generate graph data
$graph_data = array('deal_stage' => $deals_by_stage, 'stage_names' => $stage_names, 'stage_totals' => $stage_totals, 'deal_status' => $deals_by_status, 'status_names' => $status_names, 'status_totals' => $status_totals, 'lead_sources' => $lead_sources, 'lead_source_names' => $lead_source_names, 'lead_totals' => $lead_totals, 'monthly_revenue' => $monthly_revenue, 'yearly_revenue' => $yearly_revenue, 'monthly_commissions' => $monthly_commissions, 'yearly_commissions' => $yearly_commissions, 'months' => $months, 'weeks' => $weeks);
return $graph_data;
}
public function _display_source_report_filter()
{
//get deals for reports
$dealModel = new DealModel();
$dealModel->set('archived', 0);
$dealModel->set('limit', 0);
$this->reports = $dealModel->getDeals();
}
public function execute()
{
//open model
$model = new DealModel();
//retrieve all people
$deals = $model->getDealList();
//return results as json object
echo json_encode($deals);
}
public function render($tpl = null)
{
//get model and retrieve info
$model = new EventModel();
if (TemplateHelper::isMobile()) {
$model->set('current_events', true);
}
$events = $model->getEvents();
$eventDock = ViewHelper::getView('events', 'dashboard_event_dock', 'phtml', array('events' => $events));
$dealModel = new DealModel();
$dealModel->set('_view', 'dashboard');
$dealModel->set('recent', true);
$dealModel->set('archived', 0);
$recentDeals = $dealModel->getDeals();
$doc = JFactory::getDocument();
//get data for sales graphs
$model = new GraphsModel();
$graph_data = $model->getGraphData();
$activityHelper = new ActivityHelper();
$activity = $activityHelper->getActivity();
//assign results to view
$this->eventDock = $eventDock;
$this->graph_data = $graph_data;
$this->recentDeals = $recentDeals;
$this->activity = $activity;
$json = TRUE;
$peopleModel = new PeopleModel();
if (TemplateHelper::isMobile()) {
$dealModel->set('recent', false);
$totalDeals = $dealModel->getTotal();
$peopleModel->set('type', 'leads');
$totalLeads = $peopleModel->getTotal();
$peopleModel->set('type', 'not_leads');
$totalContacts = $peopleModel->getTotal();
$companyModel = new CompanyModel();
$totalCompanies = $companyModel->getTotal();
$user = UsersHelper::getLoggedInUser();
$this->first_name = $user->first_name;
$this->numEvents = count($events);
$this->numDeals = $totalDeals;
$this->numLeads = $totalLeads;
$this->numContacts = $totalContacts;
$this->numCompanies = $totalCompanies;
}
$peopleNames = $peopleModel->getPeopleNames($json);
$doc->addScriptDeclaration("var people_names=" . $peopleNames . ";");
$dealModel = new DealModel();
$dealNames = $dealModel->getDealNames($json);
$doc->addScriptDeclaration("var deal_names=" . $dealNames . ";");
/** get latest activities **/
$this->latest_activities = ViewHelper::getView('dashboard', 'latest_activities', 'phtml');
$this->latest_activities->activity = $activity;
$activityHelper = new ActivityHelper();
$activity = $activityHelper->getActivity();
//display
return parent::render();
}
public function execute()
{
$deal_name = $this->getInput()->get('deal_name');
$dealModel = new DealModel();
$existingDeal = $dealModel->checkDealName($deal_name);
if ($existingDeal != "") {
echo json_encode(array('success' => true, 'deal_id' => $existingDeal, 'message' => ""));
} else {
echo json_encode(array('success' => true, 'message' => ucwords(TextHelper::_('COBALT_DEAL_WILL_BE_CREATED'))));
}
}
public function execute()
{
//grab people
$model = new PeopleModel();
$people = $model->getPeopleList();
//grab deals
$model = new DealModel();
$deals = $model->getDealList();
//grab notes categories
$model = new NoteModel();
$categories = $model->getNoteCategories();
//construct data obj
$data = array('people' => $people, 'deals' => $deals, 'categories' => $categories);
//encode and return results
echo json_encode($data);
}
public function execute()
{
$type = $this->getInput()->get('save_type');
switch ($type) {
case "lead":
case "contact":
$model = new PeopleModel();
break;
case "company":
$model = new CompanyModel();
break;
case "deal":
$model = new DealModel();
break;
}
$model->store();
header('Location: ' . base64_decode($this->getInput()->get('return')));
}
/**
* Get CSV data
* @param [type] $data_type [description]
* @return [type] [description]
*/
public function getCsvData($data_type)
{
$app = \Cobalt\Container::fetch('app');
$data = array();
$export_ids = $app->input->get('ids');
switch ($data_type) {
case "deals":
$model = new Deal();
$data = $model->getDeals($export_ids);
break;
case "companies":
$model = new Company();
$data = $model->getCompanies($export_ids);
break;
case "people":
$model = new People();
$data = $model->getPeople($export_ids);
break;
case "sales_pipeline":
$model = new Deal();
$data = $model->getReportDeals($export_ids);
break;
case "source_report":
$model = new Deal();
$data = $model->getDeals($export_ids);
break;
case "roi_report":
$model = new Source();
$data = $model->getRoiSources($export_ids);
break;
case "notes":
$model = new Note();
$data = $model->getNotes(NULL, NULL, FALSE);
break;
case "custom_report":
$model = new Report();
$data = $model->getCustomReportData($app->input->get('report_id'));
break;
}
if (count($data)) {
$header = array_keys((array) $data[0]);
}
return array('header' => $header, 'rows' => $data);
}
public function execute()
{
//set view
$view = ViewHelper::getView('deals', 'raw');
$view->setLayout('list');
//get filters
$type = $this->getInput()->get('type');
$stage = $this->getInput()->get('stage');
$user = $this->getInput()->get('user');
$close = $this->getInput()->get('close');
$team = $this->getInput()->get('team_id');
//get deals
$model = new DealModel();
$deals = $model->getDeals(null, $type, $user, $stage, $close, $team);
//assign references
$view->deals = $deals;
$view->pagination = $model->getPagination();
//display
echo $view->render();
}
public function execute()
{
//open model
$model = new PeopleModel();
//retrieve all people
$people = $model->getPeopleList();
if (count($people)) {
foreach ($people as $index => $row) {
$people[$index]['type'] = "person";
$people[$index]['association_link'] = RouteHelper::_('index.php?view=people&layout=person&id=' . $row['id']);
}
}
//open model
$model = new DealModel();
//retrieve all people
$deals = $model->getDealList();
if (count($deals)) {
foreach ($deals as $index => $row) {
$deals[$index]['type'] = 'deal';
$deals[$index]['association_link'] = RouteHelper::_('index.php?view=deals&layout=deal&id=' . $row['id']);
}
}
//open model
$model = new CompanyModel();
//retrieve all people
$companies = $model->getCompanyList();
if (count($companies)) {
foreach ($companies as $index => $row) {
$companies[$index]['type'] = 'company';
$companies[$index]['association_link'] = RouteHelper::_('index.php?view=companies&layout=company&id=' . $row['id']);
}
}
//merge our results to a grand object
$results = array_merge($people, $deals, $companies);
//return results as json object
echo json_encode($results);
}
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 = $selected_columns;
//display
return parent::render();
}
/**
* Method to store a record
*
* @return boolean True on success
*/
public function store($data = null)
{
$app = \Cobalt\Container::fetch('app');
//Load Tables
$row = new NoteTable();
$oldRow = new NoteTable();
if ($data == null) {
$data = $app->input->getArray(array('note' => 'string', 'deal_id' => 'int', 'person_id' => 'int', 'name' => 'string', 'category_id' => 'int', 'company_id' => 'int', 'note_id' => 'int', 'event_id' => 'int'));
}
if (array_key_exists('note_id', $data)) {
$data['id'] = $data['note_id'];
}
if (array_key_exists('is_email', $data)) {
$model = new Mail();
$email = $model->getEmail($data['email_id']);
$data['note'] = $email;
}
/** check for and automatically associate and create primary contacts or people **/
if (array_key_exists('person_name', $data) && $data['person_name'] != "") {
$peopleModel = new People();
$existingPerson = $peopleModel->checkPersonName($data['person_name']);
if ($existingPerson == "") {
$pdata = array();
$name = explode(" ", $data['person_name']);
$pdata['first_name'] = array_key_exists(0, $name) ? $name[0] : "";
$pdata['last_name'] = array_key_exists(1, $name) ? $name[1] : "";
$data['person_id'] = $peopleModel->store($pdata);
} else {
$data['person_id'] = $existingPerson;
}
}
/** check for and automatically associate and create deals **/
if (array_key_exists('deal_name', $data) && $data['deal_name'] != "" && (!array_key_exists('deal_id', $data) || empty($data['deal_id']) || $data['deal_id'] == 0)) {
$dealModel = new Deal();
$existingDeal = $dealModel->checkDealName($data['deal_name']);
if ($existingDeal == "") {
$pdata = array();
$pdata['name'] = $data['deal_name'];
$data['deal_id'] = $dealModel->store($pdata);
} else {
$data['deal_id'] = $existingDeal;
}
}
//date generation
$date = DateHelper::formatDBDate(date('Y-m-d H:i:s'));
if (!array_key_exists('id', $data)) {
$data['created'] = $date;
$status = "created";
} else {
$row->load($data['id']);
$oldRow->load($data['id']);
$status = "updated";
}
$data['modified'] = $date;
$data['owner_id'] = UsersHelper::getUserId();
// Bind the form fields to the table
if (!$row->bind($data)) {
$this->setError($this->db->getErrorMsg());
return false;
}
//$app->triggerEvent('onBeforeNoteSave', array(&$row));
// Make sure the record is valid
if (!$row->check()) {
$this->setError($this->db->getErrorMsg());
return false;
}
// Store the web link table to the database
if (!$row->store()) {
$this->setError($this->db->getErrorMsg());
return false;
}
if (array_key_exists('id', $data) && intval($data['id'])) {
$id = $data['id'];
} else {
$id = $this->db->insertId();
}
ActivityHelper::saveActivity($oldRow, $row, 'note', $status);
//Store email attachments
if (array_key_exists('is_email', $data)) {
$model = new CobaltModelMail();
$model->storeAttachments($data['email_id'], $data['person_id']);
}
//$app->triggerEvent('onAfterNoteSave', array(&$row));
return $id;
}
public function execute()
{
//get post data
$data = $this->getInput()->getArray(array('association_id' => 'int', 'association_type' => 'string', 'person_id' => 'int'));
//get db Object
$db = $this->container->fetch('db');
$query = $db->getQuery(true);
$table = $this->getInput()->getCmd('table');
$loc = $this->getInput()->getCmd('loc');
unset($data['table']);
unset($data['loc']);
if (empty($data['person_id'])) {
unset($data['person_id']);
}
//write to tables if there is no association already in cf tables
$query->select('* FROM #__' . $table . '_cf');
//loop to see if we have matches in database
$overrides = array('tmpl');
foreach ($data as $key => $value) {
if (!in_array($key, $overrides)) {
$query->where($key . " = '" . $value . "'");
}
}
$db->setQuery($query);
$results = $db->loadAssocList();
$response = new \stdClass();
//determine if we found any results
if (count($results) == 0) {
$query->insert('#__' . $table . '_cf');
//timestamp
$data['created'] = date('Y-m-d H:i:s');
$date = DateHelper::formatDBDate(date('Y-m-d H:i:s'));
//loop through data to get query string
foreach ($data as $key => $value) {
if (!in_array($key, $overrides)) {
// determine key and key values
$query->set($key . " = '" . $value . "'");
}
}
$db->setQuery($query)->execute();
//if return data requested
if ($table == 'people') {
//determine which page we want are wanting to send information back to
if ($loc == 'deal') {
$model = new PeopleModel();
$return = $model->getPerson($data['person_id']);
$response->alert = new \stdClass();
$response->alert->message = \JText::_('DEAL_CONTACT_ADDED_SUCCESS');
$response->alert->type = 'success';
$response->item = $return;
$response->reload = 2000;
}
if ($loc == 'person') {
$model = new DealModel();
$return = $model->getDeals(array_key_exists('deal_id', $data) ? $data['deal_id'] : "");
$return = $return[0];
$response->alert = new \stdClass();
$response->alert->message = $return;
$response->alert->type = 'success';
}
}
} else {
$response->alert = new \stdClass();
$response->alert->message = \JText::_('DEAL_CONTACT_ERROR_FAILURE_ADD_PERSON');
$response->alert->type = 'error';
}
//return json data
echo json_encode($response);
}
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 = $reports;
}
public function getPerson($id = null)
{
$app = \Cobalt\Container::fetch('app');
$id = $id ? $id : $app->input->get('id');
if ($id > 0) {
$db = JFactory::getDBO();
//generate query
//
$query = $db->getQuery(true);
$query->select('p.*,c.name as company_name,stat.name as status_name,
source.name as source_name, owner.name as owner_name, crmery_user.first_name AS owner_first_name, crmery_user.last_name AS owner_last_name');
$query->from('#__people AS p');
$query->leftJoin('#__companies AS c ON c.id = p.company_id AND c.published>0');
$query->leftJoin('#__people_status AS stat ON stat.id = p.status_id');
$query->leftJoin('#__sources AS source ON source.id = p.source_id');
$query->leftJoin('#__users AS owner ON p.owner_id = owner.id');
$query->leftJoin("#__users AS crmery_user ON crmery_user.id = p.owner_id");
//searching for specific person
$query->where("p.published=" . $this->published);
$query->where("p.id='" . $id . "'");
//run query and grab results
$db->setQuery($query);
$person = $db->loadAssoc();
/* Deals */
$dealModel = new Deal();
$dealModel->set('person_id', $person['id']);
$person['deals'] = $dealModel->getDeals();
/* Notes */
$notesModel = new Note();
$person['notes'] = $notesModel->getNotes($person['id'], 'person');
/* Docs */
$docsModel = new Document();
$docsModel->set('person_id', $person['id']);
$person['documents'] = $docsModel->getDocuments();
/* Tweets */
if ($person['twitter_user'] != "" && $person['twitter_user'] != " ") {
$person['tweets'] = TweetsHelper::getTweets($person['twitter_user']);
}
$this->person = $person;
} else {
//TODO update things to OBJECTS
$person = (array) new PeopleTable();
$this->person = $person;
}
//$app->triggerEvent('onPersonLoad', array(&$person));
return $person;
}
public function render($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 = $state;
break;
}
//display view
echo parent::render();
}
public function getCompanies($id = null, $type = null, $user = null, $team = null)
{
$app = \Cobalt\Container::fetch('app');
$this->_id = $id;
$this->_type = $type;
$this->_user = $user;
$this->_team = $team;
//get query string
$query = $this->_buildQuery();
/** ------------------------------------------
* Set query limits and load results
*/
if (!TemplateHelper::isMobile()) {
$limit = $this->getState($this->_view . '_limit');
$limitStart = $this->getState($this->_view . '_limitstart');
if (!$this->_id && $limit != 0) {
if ($limitStart >= $this->getTotal()) {
$limitStart = 0;
$limit = 10;
$limitStart = $limit != 0 ? floor($limitStart / $limit) * $limit : 0;
$this->state->set($this->_view . '_limit', $limit);
$this->state->set($this->_view . '_limitstart', $limitStart);
}
$query .= " LIMIT " . $limit . " OFFSET " . $limitStart;
}
}
//run query and grab results of companies
$companies = $this->db->setQuery($query)->loadAssocList();
//generate query to join people
if (count($companies)) {
$export = $app->input->get('export');
if (!$export) {
foreach ($companies as $key => $company) {
/* Tweets */
if ($company['twitter_user'] != "" && $company['twitter_user'] != " ") {
$companies[$key]['tweets'] = TweetsHelper::getTweets($company['twitter_user']);
}
//generate people query
$peopleModel = new People();
$peopleModel->set('company_id', $company['id']);
$companies[$key]['people'] = $peopleModel->getContacts();
//generate deal query
$dealModel = new Deal();
$dealModel->set('company_id', $company['id']);
$deals = $dealModel->getDeals();
$companies[$key]['pipeline'] = 0;
$companies[$key]['won_deals'] = 0;
for ($i = 0; $i < count($deals); $i++) {
$deal = $deals[$i];
$companies[$key]['pipeline'] += $deal->amount;
if ($deal->percent == 100) {
$companies[$key]['won_deals'] += $deal->amount;
}
}
$companies[$key]['deals'] = $deals;
//Get Associated Notes
$notesModel = new Note();
$companies[$key]['notes'] = $notesModel->getNotes($company['id'], 'company');
// Get Associated Documents
$documentModel = new Document();
$documentModel->set('company_id', $company['id']);
$companies[$key]['documents'] = $documentModel->getDocuments();
$companies[$key]['address_formatted'] = strlen($company['address_1']) > 0 ? $company['address_1'] . $company['address_2'] . ", " . $company['address_city'] . ' ' . $company['address_state'] . ', ' . $company['address_zip'] . ' ' . $company['address_country'] : "";
}
}
}
//$app->triggerEvent('onCompanyLoad',array(&$companies));
return $companies;
}