public static function loadStats($person_id)
{
//Load stats model
$statsModel = new StatsModel();
$statsModel->set('person_id', $person_id);
//Load view
$coffeeView = ViewHelper::getView('emails', 'coffee.report');
//Get Total Deals Amount
$activeDeals = $statsModel->getActiveDealsAmount();
$coffeeView->totalDealsAmount = $activeDeals;
//Get Stage Details
$stages = $statsModel->getStages();
$coffeeView->stages = $stages;
//Get Number of Converted Leads
$leads = $statsModel->getLeads();
$coffeeView->numConvertedLeads = $leads['contact'];
//Get Number of New Leads
$coffeeView->numNewLeads = $leads['lead'];
//Get Note Details
$notes = $statsModel->getNotes();
$coffeeView->notes = $notes;
//Get ToDo Details
$todos = $statsModel->getTodos();
$coffeeView->todos = $todos;
//Get Deal Activity
$dealActivity = $statsModel->getDealActivity();
$coffeeView->dealActivity = $dealActivity;
//Get Lead Activity
$coffeeView->leadActivity = $leadActivity;
//Get Contact Activity
$coffeeView->contactActivity = $contactActivity;
return $coffeeView;
}
public function render()
{
//japplication
$app = JFactory::getApplication();
$id = $app->input->get('id') ? $app->input->get('id') : null;
$layout = $this->getLayout();
//get model
$model = new CompanyModel();
//layout
switch ($layout) {
case "add":
case "edit":
$this->company = $model->getCompany();
$edit_custom_fields_view = ViewHelper::getView('custom', 'edit', 'html');
$edit_custom_fields_view->type = "company";
$edit_custom_fields_view->item = $this->company;
$this->edit_custom_fields_view = $edit_custom_fields_view;
break;
case "entry":
$this->company = $model->getCompany();
$this->k = 0;
break;
case "list":
$this->companies = $model->getCompanies($id);
$this->total = $model->getTotal();
$this->pagination = $model->getPagination();
$this->state = $model->getState();
break;
}
//display view
echo parent::render();
}
public function execute()
{
$note_id = $this->getInput()->get('note_id');
$model = new NoteModel();
$note = $model->getNote($note_id);
$note_view = ViewHelper::getView('note', 'entry', 'phtml', array('note' => $note[0]));
echo $note_view->render();
}
public function execute()
{
$convo_id = $this->getInput()->get('convo_id');
$model = new ConversationModel();
$convo = $model->getConversation($convo_id);
$convo_view = ViewHelper::getView('deals', 'conversation_entry', 'phtml', array('conversation' => $convo[0]));
echo $convo_view->render();
}
public function render($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()
{
//get model
$model = new GoalModel();
//get data
$goals = $model->getIndividualGoals($this->getInput()->get('id'));
//pass data to view
$view = ViewHelper::getView('goals', 'filters', 'raw', array('goals' => $goals));
//display view
echo $view->render();
}
public function execute()
{
//get model
$model = new GoalModel();
//get data
$leaderboard = $model->getLeaderBoards($this->getInput()->get('id'));
//pass data to view
$view = ViewHelper::getView('goals', 'leaderboard', 'raw', array('leaderboard' => $leaderboard));
//display view
echo $view->render();
}
public function execute()
{
//set view
$view = ViewHelper::getView('people', 'raw');
$view->setLayout('list');
//get deals
$model = new PeopleModel();
$people = $model->getPeople();
//assign references
$view->people = $people;
//display
echo $view->render();
}
public function execute()
{
//set view
$view = ViewHelper::getView('companies', 'raw', 'html');
$view->setLayout('list');
//get filters
$type = $this->getInput()->get('type');
$user = $this->getInput()->get('user');
$team = $this->getInput()->get('team_id');
//get deals
$model = new CompanyModel();
$companies = $model->getCompanies(null, $type, $user, $team);
//assign references
$view->companies = $companies;
//display
echo $view->render();
}
public static function getMenuModules()
{
$modules = array();
$app = \Cobalt\Container::fetch('app');
/** Side menu links **/
$menu_links = MenuHelper::getMenuLinks();
$menu = ViewHelper::getView('cobalt', 'menu', 'phtml');
$menu->menu_links = $menu_links;
$modules['menu'] = $menu;
/** Quick Menu Links **/
$quick_menu_links = MenuHelper::getQuickMenuLinks();
$quick_menu = ViewHelper::getView('cobalt', 'quick_menu', 'phtml');
$quick_menu->quick_menu_links = $quick_menu_links;
$modules['quick_menu'] = $quick_menu;
/** Determine help type on page **/
$help_type_1 = $app->input->get('view') != '' || !is_null($app->input->get('view')) ? $app->input->get('view') : $app->input->get('controller');
$help_type_2 = $app->input->get('layout') != '' || !is_null($app->input->get('layout')) ? $app->input->get('layout') : $app->input->get('task');
$help_type_1 = $help_type_1 == "" || is_null($help_type_1) ? "" : $help_type_1;
$help_type_2 = $help_type_2 == "" || is_null($help_type_2) ? "" : '_' . $help_type_2;
$help_type = str_replace(".", "_", $help_type_1 . $help_type_2);
$help_types = self::getHelpTypes();
$show_help = ConfigHelper::getConfigValue('show_help');
$launch_default = ConfigHelper::getConfigValue('launch_default');
$step_completed = ConfigHelper::getConfigValue($help_type);
$show_update_buttons = in_array($help_type, $help_types);
/** Help Menu Links **/
$help_menu_links = MenuHelper::getHelpMenuLinks();
$help_menu = ViewHelper::getView('cobalt', 'help_menu', 'phtml');
$help_menu->help_menu_links = $help_menu_links;
$help_menu->help_type = $help_type;
$help_menu->show_help = $show_help;
$help_menu->launch_default = $launch_default;
$help_menu->step_completed = $step_completed;
$help_menu->show_update_buttons = $show_update_buttons;
$modules['help_menu'] = $help_menu;
$count = count($help_menu_links) - 1;
$completed = 0;
foreach ($help_menu_links as $link) {
if ($link['completed_status'] == 1) {
$completed++;
}
}
$modules['percentage'] = number_format($completed / $count * 100, 0);
return $modules;
}
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 render()
{
$app = JFactory::getApplication();
$document = JFactory::getDocument();
$id = $app->input->get('id') ? $app->input->get('id') : null;
$company_id = $app->input->get('company_id');
//retrieve people from model
$model = new PeopleModel();
$model->set('company_id', $company_id);
$layout = $this->getLayout();
$this->total = $model->getTotal();
$this->pagination = $model->getPagination();
//assign refs
switch ($layout) {
case "entry":
$this->k = 0;
$this->person = $model->getPerson();
break;
case "add":
case "edit":
$this->person = $model->getPerson();
$this->edit_custom_fields_view = ViewHelper::getView('custom', 'edit', 'phtml', array('type' => 'people', 'item' => $this->person));
$companyModel = new CompanyModel();
$json = TRUE;
$companyNames = $companyModel->getCompanyNames($json);
$document->addScriptDeclaration("var company_names=" . $companyNames . ";");
break;
case "people_dock_list":
$people = $model->getPeople($id);
$this->people = $people;
break;
default:
$people = $model->getPeople($id);
$this->people = $people;
$this->state = $model->getState();
break;
}
//display view
echo parent::render();
}
public function execute()
{
$response = array();
$start = $this->getInput()->getInt('start', 0);
$limit = $this->getInput()->getInt('limit', 4);
$object_id = $this->getInput()->getInt('object_id', 0);
$item_type = $this->getInput()->getCmd('item_type');
if ($start < 0) {
$response['alert'] = array('message' => TextHelper::_('COBALT_ERROR_LIMIT_START_SHOULD_BE_POSITIVE'), 'type' => 'error');
} else {
if ($limit < 1) {
$response['alert'] = array('message' => TextHelper::_('COBALT_ERROR_LIMIT_SHOULD_BE_POSITIVE'), 'type' => 'error');
} else {
if (empty($item_type)) {
$response['alert'] = array('message' => TextHelper::_('COBALT_ERROR_ITEM_TYPE_MUST_BE_NOT_EMPTY'), 'type' => 'error');
}
}
}
//Always object_id 0 return empty notes
$load_more = false;
if ($object_id && !empty($item_type)) {
$model = new Note();
$notes = $model->getNotes($object_id, $item_type, false);
$total = count($notes);
//filter notes by limits
$items = array_slice($notes, $start, $limit);
$view = ViewHelper::getView('note', 'default', 'phtml', array('notes' => $items));
$load_more = $start + $limit >= $total ? false : true;
$response['html'] = '';
foreach ($items as $note) {
$view = ViewHelper::getView('note', 'entry', 'phtml', array('note' => $note));
$response['html'] .= $view->render();
}
}
if ($load_more) {
$response['loadmore'] = array('limit' => count($items) + $limit);
}
echo json_encode($response);
}
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 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 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()
{
$layout = $this->getLayout();
//get model
$model = new DocumentModel();
$documents = $model->getDocuments();
$state = $model->getState();
//add js
$document = JFactory::getDocument();
$document->addScript(JURI::base() . 'src/Cobalt/media/js/document_manager.js');
//session data
$session = JFactory::getSession();
$member_role = UsersHelper::getRole();
$user_id = UsersHelper::getUserId();
//associations
$assoc = $session->get('document_assoc_filter');
$assoc_names = DocumentHelper::getAssocTypes();
$assoc_name = $assoc ? $assoc_names[$assoc] : $assoc_names['all'];
//users
$user_id = UsersHelper::getUserId();
$user = $session->get('document_user_filter');
$team = $session->get('document_team_filter');
if ($user == "all") {
$user_name = TextHelper::_('COBALT_ALL_USERS');
} elseif ($user && $user != $user_id) {
$user_info = UsersHelper::getUser($user);
$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');
} else {
$user_name = TextHelper::_('COBALT_ME');
}
if ($layout == 'default') {
$total = $model->getTotal();
$pagination = $model->getPagination();
$this->dataTableColumns = $model->getDataTableColumns();
JFactory::getDocument()->addScriptDeclaration("\n var loc = 'documents';\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) . ";");
}
//type
$type = $session->get('document_type_filter');
$type_names = DocumentHelper::getDocTypes();
$type_name = $type && array_key_exists($type, $type_names) ? $type_names[$type] : $type_names['all'];
//teams
$teams = UsersHelper::getTeams();
//users
$users = UsersHelper::getUsers();
//list view
$document_list = ViewHelper::getView('documents', 'list', 'phtml', array('documents' => $documents, 'state' => $state, 'total' => $total, 'pagination' => $pagination));
if ($layout == "download") {
DealHelper::downloadDocument();
}
//assign ref
$this->state = $state;
$this->document_list = $document_list;
$this->assoc_names = $assoc_names;
$this->assoc_name = $assoc_name;
$this->user_name = $user_name;
$this->type_names = $type_names;
$this->type_name = $type_name;
$this->member_role = $member_role;
$this->user_id = $user_id;
$this->teams = $teams;
$this->users = $users;
//display
return parent::render();
}
public function getNotes($object_id = NULL, $type = NULL, $display = true)
{
$app = \Cobalt\Container::fetch('app');
//grab db
$db = JFactory::getDBO();
//initialize query
$query = $db->getQuery(true);
//gen query string
$query->select("n.*,cat.name as category_name,comp.name as company_name,\n comp.id as company_id,deal.name as deal_name,deal.id as deal_id,\n person.id as person_id,person.first_name as person_first_name,\n person.last_name as person_last_name, owner.first_name as owner_first_name,\n event.name as event_name, event.id as event_id,\n owner.last_name as owner_last_name, author.email");
$query->from("#__notes as n");
$query->leftJoin("#__notes_categories AS cat ON cat.id = n.category_id");
$query->leftJoin("#__companies AS comp ON comp.id = n.company_id AND comp.published>0");
$query->leftJoin("#__events AS event ON event.id = n.event_id AND event.published>0");
$query->leftJoin("#__deals AS deal ON deal.id = n.deal_id AND deal.published>0");
$query->leftJoin("#__people AS person on n.person_id = person.id AND person.published>0");
$query->leftJoin("#__users AS owner ON n.owner_id = owner.id");
$query->leftJoin("#__users AS author ON author.id = owner.id");
$company_filter = $this->getState('Note.company_name');
if ($company_filter != null) {
$query->where("comp.name LIKE '%" . $company_filter . "%'");
}
//deal
$deal_filter = $this->getState('Note.deal_name');
if ($deal_filter != null) {
$query->where("deal.name LIKE '%" . $deal_filter . "%'");
}
//person
$person_filter = $this->getState('Note.person_name');
if ($person_filter != null) {
}
if ($object_id) {
switch ($type) {
case 'person':
case 'people':
$query->where('n.person_id =' . $object_id);
break;
case 'company':
$query->where('(n.company_id =' . $object_id . ' OR deal.company_id = ' . $object_id . ' OR person.company_id = ' . $object_id . ")");
break;
case 'deal':
$query->where('n.deal_id=' . $object_id);
break;
case "event":
$query->where("n.event_id={$object_id}");
break;
}
}
//owner
$owner_filter = $this->getState('Note.owner_id');
if ($owner_filter != null && $owner_filter != "all") {
$owner_type = $this->getState('Note.owner_type');
switch ($owner_type) {
case "team":
$team_member_ids = UsersHelper::getTeamUsers($owner_filter, TRUE);
$query->where("n.owner_id IN (" . implode(',', $team_member_ids) . ")");
break;
case "member":
$query->where("n.owner_id=" . $owner_filter);
break;
}
}
//created
$created_filter = $this->getState('Note.created');
if ($company_filter != null) {
}
//category
$category_filter = $this->getState('Note.category_id');
if ($category_filter != null) {
$query->where("n.category_id=" . $category_filter);
}
if ($this->_id) {
if (is_array($this->_id)) {
$query->where("n.id IN (" . implode(',', $this->_id) . ")");
} else {
$query->where("n.id={$this->_id}");
}
}
/** ---------------------------------------------------------------
* Filter data using member role permissions
*/
$member_id = UsersHelper::getUserId();
$member_role = UsersHelper::getRole();
$team_id = UsersHelper::getTeamId();
if ($this->public_notes != true) {
if ($member_role != 'exec') {
//manager filter
if ($member_role == 'manager') {
$query->where('owner.team_id = ' . $team_id);
} else {
//basic user filter
$query->where(array('n.owner_id = ' . $member_id));
}
}
}
$query->where("n.published=" . $this->published);
$query->order("n.modified DESC");
//load results
$db->setQuery($query);
$results = $db->loadAssocList();
//clean results
if (count($results) > 0) {
foreach ($results as $key => $note) {
$results[$key]['created_formatted'] = DateHelper::formatDate($note['created']);
$results[$key]['owner_avatar'] = CobaltHelper::getGravatar($note['email']);
}
}
//$app->triggerEvent('onNoteLoad', array(&$results));
if (!$display) {
//return results
return $results;
} else {
$notesView = ViewHelper::getView('note', 'default', 'phtml', array('notes' => $results));
return $notesView;
}
}
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 = $reports;
}
public function render($tpl = null)
{
//app
$app = JFactory::getApplication();
/* Model // function info */
$model_name = $app->input->get('model');
//layout
$layout = $this->getLayout();
//document
$document = JFactory::getDocument();
if (!$model_name) {
switch ($layout) {
case "person":
$model_name = "people";
break;
case "company":
$model_name = "companies";
break;
case "deal":
$model_name = "deal";
break;
}
}
if ($layout != "report") {
$className = "CobaltModel" . ucwords($model_name);
$model = new $className();
$params = NULL;
switch ($model_name) {
case "company":
$func = "companies";
break;
case "deal":
$func = "deals";
break;
case "people":
$func = "people";
break;
case "event":
case "events":
$func = "events";
if ($layout == "calendar") {
$params = "calendar";
//load js libs
$document->addScript(JURI::base() . 'src/Cobalt/media/js/fullcalendar.js');
$document->addScript(JURI::base() . 'src/Cobalt/media/js/calendar_manager.js');
//load required css for calendar
$document->addStyleSheet(JURI::base() . 'src/Cobalt/media/css/fullcalendar.css');
}
break;
}
}
switch ($layout) {
case "report":
$report = $app->input->get('report');
$item_id = $app->input->get('ids') ? $app->input->get('ids') : NULL;
if (is_array($item_id)) {
$items = array();
foreach ($item_id as $key => $item) {
$items[] = $item;
}
} else {
$items = $item_id;
}
switch ($report) {
case "sales_pipeline":
$model = new CobaltModelDeal();
$model->set('_id', $items);
$state = $model->getState();
$reports = $model->getReportDeals();
$header = ViewHelper::getView('reports', 'sales_pipeline_header', array('state' => $state, 'reports' => $reports));
$table = ViewHelper::getView('reports', 'sales_pipeline_filter', array('reports' => $reports));
$footer = ViewHelper::getView('reports', 'sales_pipeline_footer');
break;
case "source_report":
$model = new CobaltModelDeal();
$model->set('_id', $items);
$reports = $model->getDeals();
$state = $model->getState();
$header = ViewHelper::getView('reports', 'sales_pipeline_header', array('state' => $state, 'reports' => $reports));
$table = ViewHelper::getView('reports', 'sales_pipeline_filter', array('reports' => $reports));
$footer = ViewHelper::getView('reports', 'source_report_footer');
break;
case "roi_report":
$model = new CobaltModelSource();
$model->set('_id', $items);
$sources = $model->getRoiSources();
$header = ViewHelper::getView('reports', 'roi_report_header');
$table = ViewHelper::getView('reports', 'roi_report_filter', array('sources' => $sources));
$footer = ViewHelper::getView('reports', 'roi_report_footer');
break;
case "notes":
$model = new CobaltModelNote();
$model->set('_id', $items);
$note_entries = $model->getNotes(NULL, NULL, FALSE);
$state = $model->getState();
$header = ViewHelper::getView('reports', 'notes_header', array('state' => $state, 'note_entries' => $note_entries));
$table = ViewHelper::getView('reports', 'notes_filter', array('note_entries' => $note_entries));
$footer = ViewHelper::getView('reports', 'notes_footer');
break;
case "custom_report":
$model = new CobaltModelReport();
$report = $model->getCustomReports($app->input->get('custom_report'));
$report_data = $model->getCustomReportData($app->input->get('custom_report'));
$state = $model->getState();
$data = array('report_data' => $report_data, 'report' => $report, 'state' => $state);
$header = ViewHelper::getView('reports', 'custom_report_header', $data);
$table = ViewHelper::getView('reports', 'custom_report_filter', $data);
$footer = ViewHelper::getView('reports', 'custom_report_footer');
break;
}
$this->header = $header;
$this->table = $table;
$this->footer = $footer;
break;
default:
/* Item info */
$function = "get" . ucwords($func);
$item_id = $app->input->get('item_id') ? $app->input->get('item_id') : NULL;
$ids = $app->input->get('ids') ? $app->input->get('ids') : NULL;
$item_id = $item_id ? $item_id : $ids;
if (is_array($item_id)) {
$items = array();
if ($app->input->get('item_id')) {
foreach ($item_id as $key => $item) {
$items[] = $key;
}
} else {
foreach ($item_id as $key => $item) {
$items[] = $item;
}
}
} else {
$items = $item_id;
}
$model->set('_id', $items);
$model->set("completed", null);
$info = $model->{$function}($params);
/* Event list */
$model = new CobaltModelEvent();
$events = $model->getEvents("deal", NULL, $item_id);
if (count($events) > 0) {
$ref = array('events' => $events, 'print' => TRUE);
$eventDock = ViewHelper::getView('events', 'event_dock', $ref);
$this->event_dock = $eventDock;
}
/* Contact info */
if (is_array($info) && array_key_exists(0, $info) && array_key_exists('people', $info[0]) && count($info[0]['people']) > 0) {
$peopleModel = new CobaltModelPeople();
$peopleModel->set('deal_id', $info[0]['id']);
$contacts = $peopleModel->getContacts();
$ref = array('contacts' => $contacts, 'print' => TRUE);
$contact_info = ViewHelper::getView('contacts', 'default', $ref);
$this->contact_info = $contact_info;
}
$this->info = $info;
break;
}
$custom_fields = array('deal', 'company', 'person');
if (in_array($layout, $custom_fields)) {
$this->custom_fields = ViewHelper::getView('print', 'custom_fields', 'phtml');
$this->custom_fields->item_type = $layout;
$this->custom_fields->item = $info[0];
}
$js = "jQuery(document).ready(function(){\n window.print();\n })";
$document->addScriptDeclaration($js);
//display
return parent::render();
}
public function render()
{
$app = JFactory::getApplication();
$app->input->set('view', 'companies');
$app->input->set('layout', $app->input->get('layout', 'default'));
//get model
$model = new CompanyModel();
$state = $model->getState();
//session data
$session = JFactory::getSession();
$member_role = UsersHelper::getRole();
$user_id = UsersHelper::getUserId();
$team_id = UsersHelper::getTeamId();
$company = $session->get('company_type_filter');
$user = $session->get('company_user_filter');
$team = $session->get('company_team_filter');
//load java libs
$doc = JFactory::getDocument();
$doc->addScript(JURI::base() . 'src/Cobalt/media/js/company_manager.js');
//determine if we are requesting a specific company or all companies
//if id requested
if ($app->input->get('id')) {
$companies = $model->getCompanies($app->input->get('id'));
if (is_null($companies[0]['id'])) {
$app = JFactory::getApplication();
$app->redirect(RouteHelper::_('index.php?view=companies'), TextHelper::_('COBALT_NOT_AUTHORIZED'));
}
} else {
//else load all companies
if ($app->input->get('layout') != 'edit') {
$companies = $model->getCompanies();
}
}
//assign pagination
$pagination = $model->getPagination();
$this->pagination = $pagination;
//get company type filters
$company_types = CompanyHelper::getTypes();
$company_type = $company ? $company_types[$company] : $company_types['all'];
//get user filter
if ($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 == "") {
$user_name = TextHelper::_('COBALT_ALL_USERS');
} else {
$user_name = TextHelper::_('COBALT_ME');
}
//get associated members and teams
$teams = UsersHelper::getTeams();
$users = UsersHelper::getUsers();
//get total associated companies for count display
$company_count = UsersHelper::getCompanyCount($user_id, $team_id, $member_role);
//Load Events & Tasks for person
$layout = $app->input->get('layout');
switch ($layout) {
case 'company':
$model = new EventModel();
$events = $model->getEvents("company", 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' => $companies[0]['deals']));
$this->document_list = ViewHelper::getView('documents', 'document_row', 'phtml', array('documents' => $companies[0]['documents']));
$this->people_dock = ViewHelper::getView('people', 'people_dock', 'html', array('people' => $companies[0]['people']));
$custom_fields_view = ViewHelper::getView('custom', 'default', 'html');
$type = "company";
$custom_fields_view->type = $type;
$custom_fields_view->item = $companies[0];
$this->custom_fields_view = $custom_fields_view;
if (TemplateHelper::isMobile()) {
$add_note = ViewHelper::getView('note', 'edit', 'html');
$this->add_note = $add_note;
}
break;
case 'default':
default:
//get column filters
$this->column_filters = CompanyHelper::getColumnFilters();
$this->selected_columns = CompanyHelper::getSelectedColumnFilters();
$company_list = ViewHelper::getView('companies', 'list', 'html', array('companies' => $companies));
$total = $model->getTotal();
$pagination = $model->getPagination();
$company_list->total = $total;
$company_list->pagination = $pagination;
$this->company_list = $company_list;
$company_name = $state->get('Company.companies_name');
$this->company_filter = $company_name;
$this->dataTableColumns = $model->getDataTableColumns();
$doc->addScriptDeclaration("\n var loc = 'companies';\n var order_dir = '" . $state->get('Company.filter_order_Dir') . "';\n var order_col = '" . $state->get('Company.filter_order') . "';\n var dataTableColumns = " . json_encode($this->dataTableColumns) . ";");
break;
case 'edit':
$item = $app->input->get('id') && array_key_exists(0, $companies) ? $companies[0] : array('id' => '');
$edit_custom_fields_view = ViewHelper::getView('custom', 'edit', 'html');
$type = "company";
$edit_custom_fields_view->type = $type;
$edit_custom_fields_view->item = $item;
$this->edit_custom_fields_view = $edit_custom_fields_view;
break;
}
//ref assignments
$this->companies = $companies;
$this->user_id = $user_id;
$this->member_role = $member_role;
$this->teams = $teams;
$this->users = $users;
$this->company_types = $company_types;
$this->company_type = $company_type;
$this->user_name = $user_name;
$this->company_count = $company_count;
$this->state = $state;
//display
return parent::render();
}