forked from fatfreecrm/fat_free_crm
-
Notifications
You must be signed in to change notification settings - Fork 1
/
CHANGELOG
1124 lines (906 loc) · 46.2 KB
/
CHANGELOG
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
It does not matter how slowly you go as long as you do not stop.
-- Confucius
First they ignore you, then they laugh at you, then they fight you,
then you win. –- Mahatma Gandhi
Mon, Jul 27, 2009
---------------------------------------------------------------------
- Dropped open_id related tables, added [admin] flag to [users] table.
Sun, Jul 26, 2009
---------------------------------------------------------------------
- Added timezone support.
Fri, Jul 24, 2009
---------------------------------------------------------------------
- Fixed a typo that affected individual permissions (thanks, Guillermo!)
- Refactored password reset controller and related views.
- Merged in Spanish translation from chillicoder/master (thanks, Martin!).
- Release 0.9.5.
Thu, Jul 23, 2009
---------------------------------------------------------------------
- Made UUID support optional (affects MySQL v5+ users only).
- Removed task-specific flash area; changed to use generic flash messages instead.
- Store current user in the class to make it easier to access it from observers.
- Removed password length restriction to allow blank passwords.
Tue, Jul 21, 2009
---------------------------------------------------------------------
- Upgraded HAML/SASS to version 2.2.2 (Powerful Penny) and made it a plugin.
- Ruby 1.9.1 compatibility fixes.
Mon, Jul 20, 2009
---------------------------------------------------------------------
- Happy birthday, Lana!
- Annotated models for schema version #19.
- Implemented Profile > Change Password.
- Added ability to show flash notices from RJS templates.
- Removed [open_id_authentication] plugin since it's no longer needed.
- First gathering at #fatfreecrm channel on irc.freenode.net (thanks, Eric!)
Sun, Jul 19, 2009
---------------------------------------------------------------------
- Completed upgrade to Authlogic 2.1.2
- Removed support for OpenID authentication
Sat, Jul 18, 2009
---------------------------------------------------------------------
- Upgrading to Authlogic 2.1.2
Wed, Jul 15, 2009
---------------------------------------------------------------------
- Moved avatars in separate directories based on who the avatar belongs to.
- Implemented avatar_for() to encapsulate uploaded image, gravatar, and default icon.
- Fixed Paperclip bug when :url option is a lambda and not a string.
- Release 0.9.4.
Mon, Jul 13, 2009
---------------------------------------------------------------------
- Finished with user avatar upload, including controller and view specs.
Sun, Jul 12, 2009
---------------------------------------------------------------------
- Back home from Pismo Beach.
Thu, Jul 9, 2009
---------------------------------------------------------------------
- On my way to Pismo Beach, CA.
Tue, Jul 7, 2009
---------------------------------------------------------------------
- More tweaks for Profile > Upload Avatar form.
Mon, Jul 6, 2009
---------------------------------------------------------------------
- Replaced [mini_magick/has_image] combo with [paperclip] plugin.
- Installed [responds-to-parent-plugin].
- Added [Avatar] model.
- Implemented Ajax avatar uploads through hidden frame.
Sun, Jul 5, 2009
---------------------------------------------------------------------
- Installed [mini_magick] gem and [has_image] plugin.
Sat, Jul 4, 2009
---------------------------------------------------------------------
- Finished [Edit Profile] form which now updates all other page elements.
- Use root route instead of home (thanks, Dr.Nic!)
Fri, Jul 3, 2009
---------------------------------------------------------------------
- Added user controller and view specs.
- Converted [Edit Profile] form to Ajax, implemented update.
Wed, Jul 1, 2009
---------------------------------------------------------------------
- Added copyright notices (thanks, Michael!).
- Added routes and Ajax form stubs for [Edit Profile], [Upload Avatar], and [Change Password].
Tue, Jun 30, 2009
---------------------------------------------------------------------
- More work on user profile.
- Applied patches to fix an issue with comments and their formatting (thanks, Eric!).
Sun, Jun 28, 2009
---------------------------------------------------------------------
- Another iteration on User Profiles; all users now have personal profile page.
- Fixed form validation issue on asset landing pages (closes GH #3).
- Refactored form validation specs.
- Release 0.9.3.
Sat, Jun 27, 2009
---------------------------------------------------------------------
Combined [Preferences] and [Profile] into single [Preferences] menu item.
Thu, Jun 25, 2008
---------------------------------------------------------------------
- Hide [Create...] form before showing [Edit...] to make sure initial focus gets set properly.
- Rewrote config/settings.yml to use more familiar Ruby-like syntax.
Mon, Jun 22, 2009
---------------------------------------------------------------------
- Fat Free CRM website is up at http://www.fatfreecrm.com
Sat, Jun 20, 2009
---------------------------------------------------------------------
- Assets now show all related tasks, even if they were not created or assigned by current user.
- Release 0.9.2.
Fri, Jun 19, 2009
---------------------------------------------------------------------
- Revamping the way a list of tasks is shown on related asset page.
- Added [completed_by] field to Task model to be able to show who completed the task.
Thu, Jun 18, 2009
---------------------------------------------------------------------
- Fixed task creation issue on landing pages; added missing task stylesheets.
- Simplified version handling to avoid unnecessary database queries.
- Fixed Rails 2.3 incompatibility (expand/collapse in forms and [Cancel] for notes).
- Changed defaults to more reasonable values (thanks, Lana!).
Mon, Jun 15, 2009
---------------------------------------------------------------------
- Updated Readme file (added links to direct downloads and Google Groups).
- Installed [facebox-for-prototype] JavaScript library.
- Implemented About box showing version number and helpful links (rerun rake crm:setup!)
Sat, Jun 13, 2009
---------------------------------------------------------------------
- Upgraded to work with Rails 2.3.2
- Upgraded [rspec], [rspec-rails], and [open-id-authentication] plugins.
- Upgraded [acts-as-paranoid] plugin.
- Fixed task title naming issue.
- Fixed opportunity unique index issue (SQLite).
- Tagged 0.9.0 to build downloadable distributions on Github.
Thu, Jun 11, 2009
---------------------------------------------------------------------
- Finished user options for the Recent Activity (LH #46).
- Fixed sporadic spec failures when running with SQLite.
Wed, Jun 10, 2009
---------------------------------------------------------------------
- Implemented options for Opportunities and Contacts.
- Started with the options for the Recent Activity.
Tue, Jun 9, 2009
---------------------------------------------------------------------
- Implemented options for Accounts.
Sun, Jun 6, 2009
---------------------------------------------------------------------
- Implemented options for Leads.
- Happy birthday, Rema!
Thu, Jun 4, 2009
---------------------------------------------------------------------
- Implemented :sort_by option for Campaigns.
- Wrote specs and finished [Options] for Campaigns.
Wed, Jun 3, 2009
---------------------------------------------------------------------
- Implemented :per_page, and :format user preferences for Campaigns.
- Revisited user Preference model and wrote full spec coverage.
- Refactored application.js to simplify remote form updates.
- Updated stylesheets to support long and brief list formats.
Tue, Jun 2, 2009
---------------------------------------------------------------------
- Added [Options] form for Campaigns with all preferences stubbed.
Mon, Jun 1, 2009
---------------------------------------------------------------------
- Happy birthday, Sophie!
Sun, May 31, 2009
---------------------------------------------------------------------
- Work on adding [Options] inline form and related controller actions.
Sat, May 30, 2009
---------------------------------------------------------------------
- Implemented crm.Menu class and added menu related CSS styles.
Fri, May 29, 2009
---------------------------------------------------------------------
- Fixed opportunity assignment issue reported by Deepu (LH #49).
- Fixed similar issue with the contact assignments.
- Fixed account sidebar issue when shipping/billing addresses are missing.
Thu, May 28, 2009
---------------------------------------------------------------------
- Server installation and configuration at Linode.
Wed, May 27, 2009
---------------------------------------------------------------------
- Refactored auto_complete to use before_filter.
- Created shared behavior specs to test auto_complete.
- Display a message when no quick find matches were found.
- Uninstalled [auto_complete] plugin since we're not using it.
- Signed up for Linode.com
Tue, May 26, 2009
---------------------------------------------------------------------
- Happy birthday, Laura!
Mon, May 25, 2009
---------------------------------------------------------------------
- Implemented jumpbox (called "Quick Find").
Sun, May 24, 2009
---------------------------------------------------------------------
- More work on jumpbox.
Sat, May 23, 2009
---------------------------------------------------------------------
- Restructured application's JavaScript and added crm.Popup class.
- Added "Jump to..." link that shows the jumpbox (see LH #45).
Fri, May 22, 2009
---------------------------------------------------------------------
- Happy birthday, Dad!
Thu, May 21, 2009
---------------------------------------------------------------------
- Fixed JavaScript and CSS caching issues in production environment.
Wed, May 20, 2009
---------------------------------------------------------------------
- Gracefully handle use cases when previous or related asset is deleted or protected.
- Make sure commentable object exists and is accessible to current user.
- Implemented specs for Comments controller.
Tue, May 19, 2009
---------------------------------------------------------------------
- Added missing and protected object handling for #convert, #promote, #reject (Leads).
- Added new [tracked_by] named scope for Tasks.
- Added missing and protected object handling for Tasks.
- Refactored rescue clause to use respond_to_not_found().
Mon, May 18, 2009
---------------------------------------------------------------------
- Added missing and protected object handling for #update and #delete (all except Tasks).
Sun, May 17, 2009
---------------------------------------------------------------------
- Added missing object handling for #edit action (all core objects except Tasks).
- If object permissions prevent access, treat the object as missing.
- Refacoring: use more idiomatic Rails named scope (User#except).
Sat, May 16, 2009
---------------------------------------------------------------------
- Added missing object handling for #show action (all core objects except Tasks).
- Added controller routing specs for new routes.
Fri, May 15, 2009
---------------------------------------------------------------------
- Replaced explicit MySQL trigger creation with [add_uuid_trigger].
Thu, May 14, 2009
---------------------------------------------------------------------
- Started with LH #34 (Gracefully handle missing objects).
- Replaced regular flash messages with non-sticky ones.
- Make sure search box gets shown after creating, updating, or deleting an account.
Wed, May 13, 2009
---------------------------------------------------------------------
- Implemented search for campaigns, opportunities, accounts, and contacts.
- Made it easier to reject leads (LH #35).
- Added sidebar summary for accounts.
- Added web presence links for leads and contacts.
Tue, May 12, 2009
---------------------------------------------------------------------
- Added company field to leads search.
Mon, May 11, 2009
---------------------------------------------------------------------
- Implemented live search for leads that can be reused in other controllers.
- Fixed demo data generation to produce random recently viewed items list.
Sun, May 10, 2009
---------------------------------------------------------------------
- More work on simplifying search.
Fri, May 8, 2009
---------------------------------------------------------------------
- Created initial implementation of live search (Leads only so far).
Thu, May 7, 2009
---------------------------------------------------------------------
- Installed [simple_column_search] plugin.
- Initial implementation of live search for Leads.
Wed, May 6, 2009
---------------------------------------------------------------------
- Implemented prototype search box for Leads with stubbed controller.
Tue, May 5, 2009
---------------------------------------------------------------------
- Started with live search (LH #22).
Mon, May 4, 2009
---------------------------------------------------------------------
- Last bit of paging refactoring before closing LH #18.
Sun, May 3, 2009
---------------------------------------------------------------------
- Implemented Ajax pagination for Opportunities.
- Simplified paging by using single proxy to store and retrieve current page.
Sat, May 2, 2009
---------------------------------------------------------------------
- Implemented Ajax pagination for Contacts.
Fri, May 1, 2009
---------------------------------------------------------------------
- Implemented Ajax pagination for Campaigns.
Thu, Apr 30, 2009
---------------------------------------------------------------------
- Implemented Ajax pagination for Accounts.
Wed, Apr 29, 2009
---------------------------------------------------------------------
- Implemented Ajax pagination for Leads.
Tue, Apr 28, 2009
---------------------------------------------------------------------
- Started to explore alternative approach to pagination (see Leads).
Mon, Apr 27, 2009
---------------------------------------------------------------------
- Initial implementation of on demand paging (Accounts only so far).
- Fixed SQLite incompatibilities (thanks, James!)
- Restructured pagination templates and added specs.
Sun, Apr 26, 2009
---------------------------------------------------------------------
- Researched on demand paginations, and [will_paginate].
Sat, Apr 25, 2009
---------------------------------------------------------------------
- Installed [will_paginate] plugin.
Fri, Apr 24, 2009
---------------------------------------------------------------------
- Happy birthday -- we're 5 month old ;-)
- Make sure tasks don't get onto recently viewed items list.
- Added "completed", "reassigned", and "rescheduled" activity logs for tasks (closes LH #17).
Thu, Apr 23, 2009
---------------------------------------------------------------------
- Filter activities based on asset permissions, even for deleted assets.
- Pulled in first patches from fork (thanks, Scott!)
Wed, Apr 22, 2009
---------------------------------------------------------------------
- Filter activities based on asset permissions (existing assets only so far).
Tue, Apr 21, 2009
---------------------------------------------------------------------
- Honor object permissions when displaying activity log (LH #17).
Mon, Apr 20, 2009
---------------------------------------------------------------------
- Finished with recently viewed items sidebar panel (LH #28).
Sun, Apr 19, 2009
---------------------------------------------------------------------
- Refresh recently viewed items when creating, editing, or deleting core objects.
Sat, Apr 18, 2009
---------------------------------------------------------------------
- Scraped the idea of demo factories -- fixtures are easier to use and maintain.
- Updated demo fixtures and crm:demo:load task to simulate user activities and recently viewed items.
- Implemented "commented on" user activity type.
Fri, Apr 17, 2009
---------------------------------------------------------------------
- Back from LA and UCSB.
Thu, Apr 16, 2009
---------------------------------------------------------------------
- More work on demo factories: loading users and accounts.
Wed, Apr 15, 2009
---------------------------------------------------------------------
- Creating, updating, or deleting core assets also updates recently viewed items list.
Tue, Apr 14, 2009
---------------------------------------------------------------------
- Fixed missing uuid generation caused by observing models.
Mon, Apr 13, 2009
---------------------------------------------------------------------
- Harv Ecker is up in San Francisco tonight.
Sun, Apr 12, 2009
---------------------------------------------------------------------
- Initial implementation of recently visited items.
Sat, Apr 11, 2009
---------------------------------------------------------------------
- Lovely IRS weekend.
Fri, Apr 10, 2009
---------------------------------------------------------------------
- Added activity tracking for recently viewed items.
- Added activity named scopes to select records by user and action.
Thu, Apr 9, 2009
---------------------------------------------------------------------
- Fixed activity time-stamp format in Dashboard.
Wed, Apr 8, 2009
---------------------------------------------------------------------
- Created Activity model, related table, and factory.
- Basic initial implementation of activity observers and recent activity.
- Created specs for activity observers.
Tue, Apr 7, 2009
---------------------------------------------------------------------
- Added quick reschedule links to [Edit Task].
- Finished with editing tasks.
Mon, Apr 6, 2009
---------------------------------------------------------------------
- Introduced called_from_(index|landing)_page? helpers.
- A couple of bug fixes (hiding [Lead Convert] and handling HTTP :delete).
Sun, Apr 5, 2009
---------------------------------------------------------------------
- More tweaks rescheduling and reassigning tasks.
Sat, Apr 4, 2009
---------------------------------------------------------------------
- Added :before_update hooks for task along with related model specs.
- Renamed [task.due_at_hint] to [task.bucket] to simplify naming conventions.
- Initial implementation of task rescheduling and reassigning.
Fri, Apr 3, 2009
---------------------------------------------------------------------
- Moved [Edit Task] cancellation logic from controller to view.
Thu, Apr 2, 2009
---------------------------------------------------------------------
- Added view specs for task#destroy, fixed a couple task related bugs.
- Refactored view specs.
Wed, Apr 1, 2009
---------------------------------------------------------------------
- Finished [Edit Lead] views and view specs.
- Started with [Edit Task] form and related views.
- Refactored create, edit, and complete task views and created the specs.
Tue, Mar 31, 2009
---------------------------------------------------------------------
- More work on [Edit Lead] views and specs.
Mon, Mar 30, 2009
---------------------------------------------------------------------
- More work on [Edit Lead] form (leads controller and its specs).
Sun, Mar 29, 2009
---------------------------------------------------------------------
- Finished with [Edit Campaign] including controller and view specs.
Sat, Mar 28, 2009
---------------------------------------------------------------------
- Fixed updating permissions bug in [uses_user_permissions] plugin.
- Fixed editing shared permissions for opportunities, contacts, and accounts.
Thu, Mar 26, 2009
---------------------------------------------------------------------
- Refactored custom Rails initializers and added custom date format.
- Finished with [Edit Opportunity] including full controller and views specs.
- Fixed JavaScript bug caused by not wiping out hidden create form.
- Use String#shorten instead of truncate() helper.
Wed, Mar 25, 2009
---------------------------------------------------------------------
- More work on [Edit Opportunity] and its specs.
Tue, Mar 24, 2009
---------------------------------------------------------------------
- Finished with [Edit Contacts] including full controller and views specs.
Mon, Mar 23, 2009
---------------------------------------------------------------------
- Finishing touches for [Edit Contacts] forms.
- Moved sidebar to the lefthand column, changes location of Sass templates.
- Added [x] close button to all inline forms.
Sat, Mar 21, 2009
---------------------------------------------------------------------
- More work on [Edit Contact] form (spec coverage pending).
- Fixed task controller specs when due tomorrow == due this week.
- Added spec coverage for [Edit Contact].
- Added [x] form control, link_to_cancel and link_to_close helpers.
Fri, Mar 20, 2009
---------------------------------------------------------------------
- More work on editing a contact.
Wed, Mar 18, 2009
---------------------------------------------------------------------
- Updated view specs to use Factories, 100% pass.
- Updated task controller specs to use Factories.
- A week of transition to [factory_girl] is over: 317 specs, all green.
Mon, Mar 16, 2009
---------------------------------------------------------------------
- Refactored leads controller specs using factories.
Sun, Mar 15, 2009
---------------------------------------------------------------------
- Started refactoring leads controller specs.
Sat, Mar 14, 2009
---------------------------------------------------------------------
- Implemented specs for Account views and Home controller.
- Implemented specs for Campaigns controller.
Fri, Mar 13, 2009
---------------------------------------------------------------------
- Implemented specs for Settings model.
Thu, Mar 12, 2009
---------------------------------------------------------------------
- 100% spec code coverage for Accounts, Contacts, and Opportunities.
Wed, Mar 11, 2009
---------------------------------------------------------------------
- Installed [factory_girl] plugin.
- Created model factories for all core models.
- Rewrote account controller specs to use factories instead of mocks.
- Started refactoring opportunity controller specs to use factories instead of mocks
- Added #as_hash and #invert class methods to Settings
Tue, Mar 10, 2009
---------------------------------------------------------------------
- Put in place inline for Lead editing and conversion.
- Started with inline forms for Task editing.
- Depreciated contexts, refactored application's JavaScript.
Mon, Mar 9, 2009
---------------------------------------------------------------------
- Put in place inline edit forms for Campaigns, Accounts, Contacts, and Opportunities.
Sun, Mar 8, 2009
---------------------------------------------------------------------
- More work on inline edit and create forms.
Sat, Mar 7, 2009
---------------------------------------------------------------------
- Moved context code to module and made it available to controllers and views.
- Started with [Edit Contact] form.
Fri, Mar 6, 2009
---------------------------------------------------------------------
- Implemented [Edit Account] form.
- Implemented basic functions of [Edit Campaign].
Thu, Mar 5, 2009
---------------------------------------------------------------------
- Moved some JavaScript code from helpers to application.js.
- Added support for showing interchangeable inline forms (Convert and Edit).
- Refactored saving/restoring context for inline forms.
Wed, Mar 4, 2009
---------------------------------------------------------------------
- Refactored tools menu in lists to use block div.
- Refactored lead conversion to use remote form.
- Started with the [Edit Lead] inline form.
Tue, Mar 3, 2009
---------------------------------------------------------------------
- Refactored lead star rating to always show 5 stars (grayed out or not).
- Removed [notes] field from core models and forms.
- Created v0.1 "Steinitz" milestone and tickets for "Steinitz" release.
- Set up GitHub service hook to integrate commits with the Lighthouse.
Mon, Mar 2, 2009
---------------------------------------------------------------------
- Implemented Lead and Contact summary sidebar for individual Leads and Contacts.
Sun, Mar 1, 2009
---------------------------------------------------------------------
- Added core extension library.
- Implemented Opportunity summary sidebar for individual Opportunity.
Sat, Feb 28, 2009
---------------------------------------------------------------------
- Added gravatar support for leads and contacts.
Fri, Feb 27, 2009
---------------------------------------------------------------------
- Added [gravatar] plugin and implemented gravatars for notes.
Thu, Feb 26, 2009
---------------------------------------------------------------------
- Github commits are up on Twitter at http://twitter.com/fatfreecrm
- More refactoring to simplify handling of inline forms.
- Implemented adding related tasks for Leads, Accounts, Contacts, and Opportunities.
Wed, Feb 25, 2009
---------------------------------------------------------------------
- Refactored tasks, added ability to create related tasks (Campaigns only so far).
Tue, Feb 24, 2009
---------------------------------------------------------------------
- Implemented adding opportunities from the [Campaign] landing page.
- Implemented adding opportunities from [Contact] landing page.
- Implemented adding contacts from [Opportunity] landing page.
- Three months anniversary ;-).
Mon, Feb 23, 2009
---------------------------------------------------------------------
- Implemented adding leads from the [Campaign] landing page.
- Implemented adding contacts from the [Account] landing page.
- Implemented adding opportunities from the [Account] landing page.
- Updated README file.
Sun, Feb 22, 2009
---------------------------------------------------------------------
- Adding parent object support for inline forms.
Fri, Feb 20, 2009
---------------------------------------------------------------------
- Major refactoring to support inline form embedding throughout the system.
Thu, Feb 19, 2009
---------------------------------------------------------------------
- Simplified storing expand/collapse state for form sections.
- Started refactoring to support inline form embedding.
Wed, Feb 18, 2009
---------------------------------------------------------------------
- Converted [Create...] forms to remote to be able to reuse them inline.
- Refactored javascript and stylesheet includes for popup calendar control.
- Consolidated scattered inline stylesheets into single shared partial.
Tue, Feb 17, 2009
---------------------------------------------------------------------
- Refactored styles, added [Campaign] to [Lead] and [Opportunity] landing pages.
- Added [Contacts] and [Opportunities] to [Account] landing page.
- Added [Accounts] and [Opportunities] to [Contact] landing page.
- Added [Accounts] and [Campaigns] to [Opportunity] landing page.
- Refactored JavaScript code to automatically set focus on first form field.
Mon, Feb 16, 2009
---------------------------------------------------------------------
- Save shown/hidden state of [post a note] form for all commentable models.
- Updated controller and view specs to support commentables.
- Added comments fixture to generate sample comments for all the core models.
Sun, Feb 15, 2009
---------------------------------------------------------------------
- Implemented adding notes for campaign.
- Added notes for other core models (Account, Contact, Lead, and Opportunity).
Sat, Feb 14, 2009
---------------------------------------------------------------------
- More design work on campaign landing page (adding comments, etc.)
Fri, Feb 13, 2009
---------------------------------------------------------------------
- Implemented Campaign Summary sidebar for the campaign landing page.
- Generated [Comment] scaffold and created database migration.
- Added [acts_as_commentable] to core models.
- Added visible/invisible helpers to flip element's visibility style.
Thu, Feb 12, 2009
---------------------------------------------------------------------
- Installed [acts_as_commentable] plugin.
- More work designing simple and consistent landing pages.
Wed, Feb 11, 2009
---------------------------------------------------------------------
- Researching and mocking up landing pages for campaigns and leads.
Tue, Feb 10, 2009
---------------------------------------------------------------------
- Implemented creating and assigning tasks for the specific date from the calendar.
Mon, Feb 9, 2009
---------------------------------------------------------------------
- Converted remaining forms to HAML and the stylesheet to SASS.
Sun, Feb 8, 2009
---------------------------------------------------------------------
- Added custom logger to highlight logged messages.
- Added [task_at_hint] field to [tasks] table to capture due date request.
- Refactored task model and crm.date_select_popup() in application.js.
Sat, Feb 7, 2009
---------------------------------------------------------------------
- Created initial implementation of adding a new task (all except specific date).
- Refactored tasks code to simplify filtering.
- Implemented flipping between dropdown and calendar popup.
- Updated task related controller and view specs.
Fri, Feb 6, 2009
---------------------------------------------------------------------
- Finished implementing after_filter callback hook in [web-to-lead] plugin.
- Implemented tasks deletion for all three views.
- More fun with SASS stylesheets -- pretty cool stuff.
Thu, Feb 5, 2009
---------------------------------------------------------------------
- More work researching application's after_filter and making it work right.
Wed, Feb 4, 2009
---------------------------------------------------------------------
- Added [app_after_filter] hook and moved the rest of [web-to-lead] code to plugin.
- Started converting CSS to SASS.
Tue, Feb 3, 2009
---------------------------------------------------------------------
- Added README.rdoc and sample database configuration files, updated sample users.
- Added :app_before_filter hook, extracted [web-to-lead] code and moved it to plugin.
- Tweaks to login and signup forms (to be converted to HAML soon).
Mon, Feb 2, 2009
---------------------------------------------------------------------
- Updated task related controller and view specs.
- Extracted sample plugin and moved it into separate Git repository.
Sun, Feb 1, 2009
---------------------------------------------------------------------
- SuperBowl!!
- Refactored tasks controller to offload most of sidebar and filter processing to task model.
- Impletented tasks/complete for pending tasks.
Sat, Jan 31, 2009
---------------------------------------------------------------------
- [Create new task] and [Assign new task] forms now save/restore their display state.
- Implemented task filtering for all three views.
- Added completion checkboxes and created initial implementation.
Fri, Jan 30, 2009
---------------------------------------------------------------------
- Ruby 1.9.1 final was released today!
- Added new named scopes to support assignments and completed tasks.
- Added sidebar filters for completed tasks.
- Added CSS styles for single-line lists and redesigned task templates.
Thu, Jan 29, 2009
---------------------------------------------------------------------
- Unpacked gem dependencies to /vendor/gems (ruby-openid, haml, and faker).
- Check whether database connection is available in [uses_mysql_uuid] plugin.
- Made task filters work for pending and assigned tasks.
Wed, Jan 28, 2009
---------------------------------------------------------------------
- Implemented task selector to switch between pending, assigned, and completed tasks.
- Major overhaul of task templates to support three task views.
- Changed rake's namespace from [app] to [crm].
Tue, Jan 27, 2009
---------------------------------------------------------------------
- Added sidebar tasks filtering by due date.
- Added CSS styles for selector control.
- Added prototype selector control for tasks.
Mon, Jan 26, 2009
---------------------------------------------------------------------
- Added support for inline forms and added [Create New Task] form.
- Updated task named scopes to evaluate them on each request rather than on server startup.
Sun, Jan 25, 2009
---------------------------------------------------------------------
- Added task categories and due dates to system settings.
- Completed first implementation of Tasks index page.
Sat, Jan 24, 2009
---------------------------------------------------------------------
- Added named scopes for tasks model, created tasks fixtures.
- Two months anniversary ;-).
Fri, Jan 23, 2009
---------------------------------------------------------------------
- Moved permissions related code to [uses_user_permissions] Rails plugin.
- Refactored models to make use of [uses_user_permissions] plugin.
- Moved permission model to [uses_user_permissions] plugin.
- Updated [Task] model and database schema for [Tasks] table.
Thu, Jan 22, 2009
---------------------------------------------------------------------
- Implemented list delete for accounts, campaigns, leads, and opportunities.
- Generated Tasks scaffold.
- Added [Tasks] tab to default settings, renamed [Home] tab to [Dashboard].
Wed, Jan 21, 2009
---------------------------------------------------------------------
- Implemented list delete for contacts.
Tue, Jan 20, 2009
---------------------------------------------------------------------
- Refactored Setting.opportunity_stage to make sure the insertion order is preserved.
- Implemented opportunities filtering by stage.
- Welcome, Mr. President.
Mon, Jan 19, 2009
---------------------------------------------------------------------
- Improved login/logout flash messages.
- Refactored list templates to use collection partials.
- Added sidebar for Campaigns to filter them out by status.
Sun, Jan 18, 2009
---------------------------------------------------------------------
- More fine tuning of plugins and callback hooks.
- Sample plugin now implements view, controller, and controller filter hooks.
Sat, Jan 17, 2009
---------------------------------------------------------------------
- Implemented FatFreeCRM::Plugin and FatFreeCRM::Callback modules.
- Created first sample Fat Free CRM plugin!
- Uninstalled Searchlogic plugin and added Rails Engines.
- Fixed :my scope to use LEFT OUTER JOINs with permissions.
Fri, Jan 16, 2009
---------------------------------------------------------------------
- Experimenting with application plugins.
Thu, Jan 15, 2009
---------------------------------------------------------------------
- Exploring infrastructure for application plugins.
Wed, Jan 14, 2009
---------------------------------------------------------------------
- Added :my named scope for main models to support permissions.
- Refactored all controllers to use :my permission-based scopes.
- Refactored [Leads/Index] and [Leads/Filter] to use collection partial.
- Added missing database indices.
Tue, Jan 13, 2009
---------------------------------------------------------------------
- Added rendering of local sidebar template if it's available.
- Added sidebar for Leads and implemented initial version of leads filtering by status.
Mon, Jan 12, 2009
---------------------------------------------------------------------
- Replaced account template stubs with actual contact and opportunity numbers.
- Added web-to-lead submission hook to Leads controller (thanks bitdigital)!
Sun, Jan 11, 2009
---------------------------------------------------------------------
- Made campaign and lead models track lead-to-opportunity conversion ratio.
Sat, Jan 10, 2009
---------------------------------------------------------------------
- Implemented backend for [Opportunity/New].
- Refactored models validation code.
- Added fixtures for join tables.
Fri, Jan 9, 2009
---------------------------------------------------------------------
- Converted [Opportunity/Show] to HAML and created [Opportunity/New] form (with backend stub).
Thu, Jan 8, 2009
---------------------------------------------------------------------
- Simplified submission for forms with account create/select.
- Added app-specific rake tasks -- app:setup, app:demo, and app:reset.
- Updated [uses_mysql_uuid] plugin to explicitly check for MySQL v5 or later.
- Updated database migrations and rake tasks to make them database-type neutral.
- Fat Free CRM now works with MySQL v4 and SQLite!
Wed, Jan 7, 2009
---------------------------------------------------------------------
- Implemented backend for [Contact/New].
- Made model functions more general for better code reuse.
Tue, Jan 6, 2009
---------------------------------------------------------------------
- Figured out how to make [has_one :through] work and save the join record.
- Restructured [uses_mysql_uuid] to use proper module nesting and extend base with SingletonMethods.
- Fixes in opportunity/index and contact/delete.
- Created [Contact/New] form (with backend stub).
- Moved common JavaScript functions to application namespace.
Mon, Jan 5, 2009
---------------------------------------------------------------------
- Finished refatoring [Lead/Convert].
- Started with index page for contacts.
Sun, Jan 4, 2009
---------------------------------------------------------------------
- Streamlined [Lead/Convert] to make it use objects and default values.
- Added [assigned_to] to accounts and [access] to opportunities.
- Updated [Account/New] form.
Sat, Jan 3, 2009
---------------------------------------------------------------------
- Refactoring of [Lead/Convert] using [fields_for].
Fri, Jan 2, 2009
---------------------------------------------------------------------
- Implemented backend for [Lead/Convert] - create contact along with optional account and opportunity.
- Fixed [uses_mysql_uuid] to work with AR validations.
- Minor database schema changes.
Thu, Jan 1, 2009 -- Happy New Year!
---------------------------------------------------------------------
- Created [account_contacts], [account_opportunities], and [contact_opportunities] join tables.
- Implemented HTML designs and JavaScript for [Lead/Convert] and [Contact/New] forms (with backend stubs).
Wed, Dec 31, 2008
---------------------------------------------------------------------
- More design work on [Lead/Convert] and [Contact/New] forms.
Tue, Dec 30, 2008
---------------------------------------------------------------------
- Added new view/edit/delete icons, started with [Lead/Convert].
- Minor changes in [opportunities] migration.
Mon, Dec 29, 2008
---------------------------------------------------------------------
- More work on opportunity index page.
- Fixed find() class override in [uses_mysql_uuid] plugin.
Sun, Dec 28, 2008
---------------------------------------------------------------------
- Added opportunity stage settings and colors.
- Created opportunities fixtures and started with opportunity index page.
Sat, Dec 27, 2008
---------------------------------------------------------------------
- Added find() override in [uses_mysql_uuid] plugin to make it possible to use find() instead of find_by_uuid().
- Added [contacts] and [opportunities] database migrations.
- Generated [opportunity] scaffold, added [contacts] fixtures.
Fri, Dec 26, 2008
---------------------------------------------------------------------
- Some model and javascript refactoring.
- Another sweep at specs to make them pass with the introduction of UUIDs.
Thu, Dec 25, 2008
---------------------------------------------------------------------
- Update campaign lead count and conversion ratio when creating a new lead.
- Make sure :uuid gets reloaded from the database and not from cached attributes.
- Added extra fields to [User] model and implemented [User/Edit profile].
Wed, Dec 24, 2008
---------------------------------------------------------------------
- Created [uses_mysql_uuid] plugin.
- Converted account, campaign, contact, lead, and user models to use UUIDs.
- Updated controllers to use find_by_uuid() instead of find().
- Updated routes to recognize and extract UUID from URLs.
Tue, Dec 23, 2008
---------------------------------------------------------------------
- Updated controller and view specs.
- Added permissions section to [Lead/New] form.
- Added validation and saving to [Lead] model to actually create new leads.
Mon, Dec 22, 2008
---------------------------------------------------------------------
- Moved form section toggling to application helper and home controller.
- Implemented section toggling in account and campaign forms.
- Added [toll_free_phone] field to accounts.
- Added .top and .req styles for field labels.
- Show/hide form sections based on session where we now store expand/collapse state.
Sun, Dec 21, 2008
---------------------------------------------------------------------
- Redesigned [Lead/New] and revamped related CSS styles.
- Reorganized global settings to make it easier to access them at runtime.
- Toggle sections using link_to_remote() to be able to store toggle status in a session.
- Reveal/hide form sections using toggle/slide visual effect.
Sat, Dec 20, 2008
---------------------------------------------------------------------
- Metallica show at Oakland Coliseum was totally amazing!
Fri, Dec 19, 2008
---------------------------------------------------------------------
- Replaced stub text fields with autocomplete in [Leads/New].