# This file is a part of Redmine CRM (redmine_contacts) plugin, # customer relationship management plugin for Redmine # # Copyright (C) 2010-2018 RedmineUP # http://www.redmineup.com/ # # redmine_contacts is free software: you can redistribute it and/or modify # it under the terms of the GNU General Public License as published by # the Free Software Foundation, either version 3 of the License, or # (at your option) any later version. # # redmine_contacts is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU General Public License for more details. # # You should have received a copy of the GNU General Public License # along with redmine_contacts. If not, see . class DealQuery < Query include CrmQuery include RedmineCrm::MoneyHelper self.queried_class = Deal self.view_permission = :view_deals if Redmine::VERSION.to_s >= '3.4' || RedmineContacts.unstable_branch? self.available_columns = [ QueryColumn.new(:name, :sortable => "#{Deal.table_name}.name", :caption => :field_deal_name), QueryColumn.new(:price, :sortable => ["#{Deal.table_name}.currency", "#{Deal.table_name}.price"], :default_order => 'desc', :caption => :field_price), QueryColumn.new(:status, :sortable => "#{Deal.table_name}.status_id", :groupable => true, :caption => :field_contact_status), QueryColumn.new(:currency, :sortable => "#{Deal.table_name}.currency", :groupable => true, :caption => :field_currency), QueryColumn.new(:contact, :sortable => lambda { Contact.fields_for_order_statement }, :groupable => true, :caption => :label_contact), QueryColumn.new(:category, :sortable => "#{Deal.table_name}.category_id", :groupable => true), QueryColumn.new(:probability, :sortable => "#{Deal.table_name}.probability", :groupable => "#{Deal.table_name}.probability", :caption => :label_crm_probability), QueryColumn.new(:expected_revenue, :sortable => ["#{Deal.table_name}.currency", "#{Deal.table_name}.price * (#{Deal.table_name}.probability / 100)"], :caption => :label_crm_expected_revenue), QueryColumn.new(:contact_city, :caption => :label_crm_contact_city, :groupable => "#{Address.table_name}.city", :sortable => "#{Address.table_name}.city"), QueryColumn.new(:contact_country, :caption => :label_crm_contact_country, :groupable => "#{Address.table_name}.country_code", :sortable => "#{Address.table_name}.country_code"), QueryColumn.new(:due_date, :sortable => "#{Deal.table_name}.due_date"), QueryColumn.new(:due_date, :sortable => "#{Deal.table_name}.due_date"), QueryColumn.new(:project, :sortable => "#{Project.table_name}.name", :groupable => true), QueryColumn.new(:created_on, :sortable => "#{Deal.table_name}.created_on"), QueryColumn.new(:updated_on, :sortable => "#{Deal.table_name}.updated_on"), QueryColumn.new(:assigned_to, :sortable => lambda { User.fields_for_order_statement }, :groupable => true), QueryColumn.new(:author, :sortable => lambda { User.fields_for_order_statement('authors') }), QueryColumn.new(:background) ] def initialize(attributes = nil, *args) super attributes self.filters ||= { 'status_id' => { :operator => 'o', :values => [''] } } end def initialize_available_filters add_available_filter 'ids', :type => :integer, :label => :label_deal if Redmine::VERSION.to_s >= '3.3' add_available_filter 'price', :type => :float, :label => :field_price add_available_filter 'currency', :type => :list, :label => :field_currency, :values => collection_for_currencies_select(ContactsSetting.default_currency, ContactsSetting.major_currencies) add_available_filter 'background', :type => :text, :label => :field_background add_available_filter 'due_date', :type => :date, :order => 20 add_available_filter 'updated_on', :type => :date_past, :order => 20 add_available_filter 'created_on', :type => :date, :order => 21 add_available_filter 'probability', :type => :float, :label => :label_crm_probability deal_statuses = (project.blank? ? DealStatus.order("#{DealStatus.table_name}.status_type, #{DealStatus.table_name}.position") : project.deal_statuses) || [] add_available_filter('status_id', :type => :list_status, :values => deal_statuses.map { |a| [a.name, a.id.to_s] }, :label => :field_contact_status, :order => 1 ) unless deal_statuses.empty? initialize_project_filter initialize_author_filter initialize_assignee_filter initialize_contact_country_filter initialize_contact_city_filter add_custom_fields_filters(DealCustomField.where(:is_filter => true)) add_associations_custom_fields_filters :contact, :notes, :author, :assigned_to if RedmineContacts.products_plugin_installed? products = Product.visible.all add_available_filter('products', :type => :list_optional, :values => products.map { |a| [a.name, a.id.to_s] }, :label => :label_product_plural ) unless products.empty? product_categories = [] ProductCategory.category_tree(ProductCategory.order(:lft)) do |product_category, level| name_prefix = (level > 0 ? '-' * 2 * level + ' ' : '').html_safe product_categories << [(name_prefix + product_category.name).html_safe, product_category.id.to_s] end add_available_filter('product_category_id', :type => :list, :label => :label_products_category_filter, :values => product_categories ) if product_categories.any? add_associations_custom_fields_filters :products, :lines end end def available_columns return @available_columns if @available_columns @available_columns = self.class.available_columns.dup @available_columns += CustomField.where(:type => 'DealCustomField').all.map { |cf| QueryCustomFieldColumn.new(cf) } @available_columns += CustomField.where(:type => 'ContactCustomField').all.map { |cf| QueryAssociationCustomFieldColumn.new(:contact, cf) } @available_columns << QueryColumn.new(:products, :caption => :label_product_plural) if RedmineContacts.products_plugin_installed? @available_columns end def default_columns_names @default_columns_names ||= [:id, :name, :contact, :price] end if RedmineContacts.products_plugin_installed? def sql_for_products_field(_field, operator, value) if operator == '*' products = Product.visible.all operator = '=' elsif operator == '!*' products = Product.visible.all operator = '!' else products = Product.visible.where(:id => value) end products ||= [] order_products = products.map(&:id).uniq.compact.sort.collect(&:to_s) '(' + sql_for_field('product_id', operator, order_products, ProductLine.table_name, 'product_id', false) + ')' end def sql_for_product_category_id_field(field, operator, value) category_ids = value category_ids += ProductCategory.where(:id => value).map(&:descendants).flatten.collect { |c| c.id.to_s }.uniq sql_for_field(field, operator, category_ids, Product.table_name, 'category_id') end end def sql_for_status_id_field(field, operator, value) sql = '' case operator when "o" sql = "#{queried_table_name}.status_id IN (SELECT id FROM #{DealStatus.table_name} WHERE status_type = #{DealStatus::OPEN_STATUS})" if field == "status_id" when "c" sql = "#{queried_table_name}.status_id IN (SELECT id FROM #{DealStatus.table_name} WHERE status_type IN (#{DealStatus::WON_STATUS}, #{DealStatus::LOST_STATUS}))" if field == "status_id" else sql_for_field(field, operator, value, queried_table_name, field) end end def deal_amount @deal_amount ||= objects_scope.group("#{Deal.table_name}.currency").sum(:price) rescue ::ActiveRecord::StatementInvalid => e raise StatementInvalid.new(e.message) end def weighted_amount @weighted_amount ||= objects_scope.open.group("#{Deal.table_name}.currency").sum("#{Deal.table_name}.price * #{Deal.table_name}.probability / 100") rescue ::ActiveRecord::StatementInvalid => e raise StatementInvalid.new(e.message) end def objects_scope(options={}) scope = Deal.visible options[:search].split(' ').collect{ |search_string| scope = scope.live_search(search_string) } unless options[:search].blank? scope = scope.includes((query_includes + (options[:include] || [])).uniq). where(statement). where(options[:conditions]) scope end def query_includes includes = [:status, :project] includes << { :contact => :address } if self.filters['contact_country'] || self.filters['contact_city'] || [:contact_country, :contact_city].include?(group_by_column.try(:name)) includes << :assigned_to if self.filters['assigned_to_id'] || (group_by_column && [:assigned_to].include?(group_by_column.name)) if RedmineContacts.products_plugin_installed? includes << :products if filters['products'] includes << :products if filters['product_category_id'] end includes end end