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()
{
$company_name = $this->getInput()->getString('company_name');
$companyModel = new CompanyModel();
$existingCompany = $companyModel->checkCompanyName($company_name);
if ($existingCompany != "") {
echo json_encode(array('success' => true, 'company_id' => $existingCompany, 'message' => ""));
} else {
echo json_encode(array('success' => true, 'message' => ucwords(TextHelper::_('COBALT_COMPANY_WILL_BE_CREATED'))));
}
}
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 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();
}
/**
* 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 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()
{
//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);
}
/**
* Method to store a record
*
* @return boolean True on success
*/
public function store($data = null, $returnRow = false)
{
//Load Tables
$row = new DealTable();
$oldRow = new DealTable();
if ($data == null) {
$data = $this->app->input->post->getArray();
}
//date generation
$date = DateHelper::formatDBDate(date('Y-m-d H:i:s'));
//assign the creation date
if (!array_key_exists('id', $data) || array_key_exists('id', $data) && $data['id'] <= 0) {
$data['created'] = $date;
$status = "created";
//assign the owner id
$data['owner_id'] = array_key_exists('owner_id', $data) ? $data['owner_id'] : $this->app->getUser()->get('id');
} else {
$row->load($data['id']);
$oldRow->load($data['id']);
$status = "updated";
}
//update our modified date
$data['modified'] = $date;
//generate custom field string
$customArray = array();
foreach ($data as $name => $value) {
if (strstr($name, 'custom_') && !strstr($name, '_input') && !strstr($name, "_hidden")) {
$id = str_replace('custom_', '', $name);
$customArray[] = array('custom_field_id' => $id, 'custom_field_value' => $value);
unset($data[$name]);
}
}
if (array_key_exists('expected_close', $data)) {
if (strpos($data['expected_close'], '/')) {
$dateParts = explode('/', $data['expected_close']);
$expected_close = new \JDate(sprintf('%s-%s-%s 00:00:00', $dateParts[1], $dateParts[0], '20' . $dateParts[2]));
} else {
$expected_close = new \JDate($data['expected_close']);
}
$data['expected_close'] = $expected_close->toSql();
}
if (array_key_exists('company_name', $data) && $data['company_name'] != "" || array_key_exists('company', $data) && $data['company'] != "") {
$company_name = array_key_exists('company_name', $data) ? $data['company_name'] : $data['company'];
$companyModel = new Company();
$existingCompany = $companyModel->checkCompanyName($company_name);
if ($existingCompany == "") {
$cdata = array();
$cdata['name'] = $company_name;
$data['company_id'] = $companyModel->store($cdata);
} else {
$data['company_id'] = $existingCompany;
}
}
if (array_key_exists('company_id', $data) && is_array($data['company_id'])) {
$company_name = $data['company_id']['value'];
$companyModel = new Company();
$existingCompany = $companyModel->checkCompanyName($company_name);
if ($existingCompany == "") {
$cdata = array();
$cdata['name'] = $company_name;
$data['company_id'] = $companyModel->store($cdata)->id;
} else {
$data['company_id'] = $existingCompany;
}
}
//deal was closed
$closedStages = $this->getClosedStages();
if (array_key_exists('stage_id', $data) && in_array($data['stage_id'], $closedStages)) {
$data['actual_close'] = $date;
}
/** 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'] = $name[0];
$pdata['last_name'] = array_key_exists(1, $name) ? $name[1] : "";
if (array_key_exists('company_id', $data)) {
$pdata['company_id'] = $data['company_id'];
}
$data['person_id'] = $peopleModel->store($pdata);
} else {
$data['person_id'] = $existingPerson;
}
}
if (array_key_exists('primary_contact_name', $data) && $data['primary_contact_name'] != "") {
$peopleModel = new People();
$existingPerson = $peopleModel->checkPersonName($data['primary_contact_name']);
if ($existingPerson == "") {
$pdata = array();
$name = explode(" ", $data['primary_contact_name']);
$pdata['first_name'] = $name[0];
$pdata['last_name'] = array_key_exists(1, $name) ? $name[1] : "";
if (array_key_exists('company_id', $data)) {
$pdata['company_id'] = $data['company_id'];
}
$data['primary_contact_id'] = $peopleModel->store($pdata);
} else {
$data['primary_contact_id'] = $existingPerson;
}
}
// Bind the form fields to the table
if (!$row->bind($data)) {
$this->setError($this->db->getErrorMsg());
return false;
}
//$this->app->triggerEvent('onBeforeDealSave', array(&$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;
}
$deal_id = array_key_exists('id', $data) && $data['id'] > 0 ? $data['id'] : $row->id;
ActivityHelper::saveActivity($oldRow, $row, 'deal', $status);
//if we receive no custom post data do not modify the custom fields
if (count($customArray) > 0) {
CobaltHelper::storeCustomCf($deal_id, $customArray, 'deal');
}
if (!empty($data['primary_contact_id']) || !empty($data['person_id'])) {
$contactId = array_key_exists('primary_contact_id', $data) ? $data['primary_contact_id'] : $data['person_id'];
$this->storeContact($deal_id, $contactId);
}
$closed_stages = DealHelper::getClosedStages();
$row->closed = in_array($row->stage_id, $closed_stages) ? TRUE : FALSE;
$row->actual_close_formatted = isset($row->actual_close) ? DateHelper::formatDate($row->actual_close) : DateHelper::formatDate(date("Y-m-d"));
$row->expected_close_formatted = isset($row->expected_close) ? DateHelper::formatDate($row->expected_close) : DateHelper::formatDate(date("Y-m-d"));
//$this->app->triggerEvent('onAfterDealSave', array(&$row));
//return success
if ($returnRow) {
return $row;
} else {
return $deal_id;
}
}
/**
* 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 = $selected_columns;
//display
return parent::render();
}
/**
* Method to store a record
*
* @return boolean True on success
*/
public function store($data = null)
{
//Load Tables
$row = new PeopleTable();
$oldRow = new PeopleTable();
if ($data == null) {
$data = $this->app->input->getArray(array('id' => 'int', 'first_name' => 'string', 'last_name' => 'string', 'company' => 'string', 'company_id' => 'int', 'position' => 'string', 'phone' => 'string', 'email' => 'email', 'source_id' => 'int', 'status_id' => 'int', 'deal_id' => 'int', 'type' => 'string', 'home_address_1' => 'string', 'home_address_2' => 'string', 'home_city' => 'string', 'home_state' => 'string', 'home_zip' => 'string', 'home_country' => 'string', 'work_address_1' => 'string', 'work_address_2' => 'string', 'work_city' => 'string', 'work_country' => 'string', 'work_state' => 'string', 'work_zip' => 'string', 'assignee_name' => 'string', 'assignee_id' => 'int', 'assignment_note' => 'string', 'mobile_phone' => 'string', 'home_email' => 'email', 'other_email' => 'email', 'home_phone' => 'string', 'fax' => 'string', 'website' => 'string', 'facebook_url' => 'string', 'twitter_user' => 'string', 'linkedin_url' => 'string', 'aim' => 'string'));
}
//date generation
$date = DateHelper::formatDBDate(date('Y-m-d H:i:s'));
if (!array_key_exists('id', $data) || array_key_exists('id', $data) && $data['id'] <= 0) {
$data['created'] = $date;
$data['owner_id'] = array_key_exists('owner_id', $data) ? $data['owner_id'] : UsersHelper::getUserId();
$status = "created";
} else {
$row->load($data['id']);
$oldRow->load($data['id']);
$status = "updated";
}
$data['modified'] = $date;
//generate custom field string
$customArray = array();
foreach ($data as $name => $value) {
if (strstr($name, 'custom_') && !strstr($name, '_input') && !strstr($name, "_hidden")) {
$id = str_replace('custom_', '', $name);
$customArray[] = array('custom_field_id' => $id, 'custom_field_value' => $value);
unset($data[$name]);
}
}
if (array_key_exists('company_name', $data) && $data['company_name'] != "" || array_key_exists('company', $data) && $data['company'] != "") {
$company_name = array_key_exists('company_name', $data) ? $data['company_name'] : $data['company'];
$companyModel = new Company();
$existingCompany = $companyModel->checkCompanyName($company_name);
if ($existingCompany == "") {
$cdata = array();
$cdata['name'] = $company_name;
$data['company_id'] = $companyModel->store($cdata);
} else {
$data['company_id'] = $existingCompany;
}
}
if (array_key_exists('company_id', $data) && is_array($data['company_id'])) {
$company_name = $data['company_id']['value'];
$companyModel = new Company();
$existingCompany = $companyModel->checkCompanyName($company_name);
if ($existingCompany == "") {
$cdata = array();
$cdata['name'] = $company_name;
$data['company_id'] = $companyModel->store($cdata)->id;
} else {
$data['company_id'] = $existingCompany;
}
}
/** retrieving joomla user id **/
if (array_key_exists('email', $data)) {
$data['id'] = self::associateJoomlaUser($data['email']);
}
// Bind the form fields to the table
if (!$row->bind($data)) {
$this->setError($this->db->getErrorMsg());
return false;
}
$app = \Cobalt\Container::fetch('app');
//$app->triggerEvent('onBeforePersonSave', 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;
}
$person_id = isset($data['id']) ? $data['id'] : $this->db->insertId();
/** Updating the joomla user **/
if (array_key_exists('id', $data) && intval($data['id']) && array_key_exists('email', $data) && array_key_exists('first_name', $data) && array_key_exists('last_name', $data)) {
self::updateJoomlaUser($data);
}
ActivityHelper::saveActivity($oldRow, $row, 'person', $status);
//if we receive no custom post data do not modify the custom fields
if (count($customArray) > 0) {
CobaltHelper::storeCustomCf($person_id, $customArray, 'people');
}
//bind to cf tables for deal & person association
if (isset($data['deal_id']) && $data['deal_id']) {
$deal = array('association_id = ' . $data['deal_id'], 'association_type="deal"', 'person_id = ' . $row->id, "created = '{$date}'");
if (!$this->dealsPeople($deal)) {
return false;
}
}
//Pass Status to plugin & form ID if available
$row->status = $status;
if (isset($data) && is_array($data) && array_key_exists('form_id', $data)) {
$row->form_id = $data['form_id'];
} else {
$row->form_id = '';
}
//$app->triggerEvent('onAfterPersonSave', array(&$row));
return $person_id;
}
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()
{
$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();
}
