I'm getting the following error every time I try to load the admin page. Everything else seems to work fine.
I believe this issue was raised before but it seems to have been deleted.
https://github.com/michaeldv/fat_free_crm/issues/search?q=template

Started GET "/admin" for 69.156.206.104 at 2011-09-10 18:56:04 -0400
  Processing by Admin::UsersController#index as HTML
Rendered common/_inline_styles.html.haml (0.3ms)
Rendered admin/users/_user.html.haml (7.8ms)
Rendered common/_paginate.haml (0.2ms)
Rendered common/_export.html.haml (1.0ms)
Rendered admin/users/index.html.haml within layouts/admin/application (15.1ms)
Completed   in 50ms

ActionView::Template::Error (No such file or directory - Asset file not found at '/home/david/fat_free_crm/public/stylesheets/screen.css'):
    4:     %meta{ "http-equiv" => "Content-Type", :content => "text/html; charset=utf-8" }
    5:     %title= t(:crm_admin_page)
    6:     == 
    7:     = stylesheet_link_tag "screen", "modalbox.css", :cache => "cache/all"
    8:     = stylesheet_link_tag "print", :media => "print"
    9:     %style= yield :styles
    10: 
  app/views/layouts/admin/application.html.haml:7:in `_app_views_layouts_admin_application_html_haml__365197691_90896590__22199856'
  app/controllers/admin/users_controller.rb:27:in `index'

Hi,
I have been able to deploy on heroku using rails 2.3, but I'm trying to get it to work on Rails 3. Is this currently possible? Is there anything I need to do differently?
-micah

NoMethodError (undefined method index' for 2011-08-15 20:56:37 -0700:Time): app/models/user.rb:127:indeliver_password_reset_instructions!'
app/controllers/passwords_controller.rb:32:in `create'

Latest Ruby and Rails 3.
Few tabs working but Leads, Campaigns and others are failing with the error below.

Started GET "/campaigns" for at 2011-08-15 18:51:32 -0700
Processing by CampaignsController#index as HTML
Completed in 86ms

ArgumentError (wrong number of arguments (0 for 1)):
lib/fat_free_crm/permissions.rb:46:in block in uses_user_permissions' app/controllers/campaigns_controller.rb:240:inget_data_for_sidebar'

I would prefer to setup default language in standardized place config/environment.rb :
config.i18n.default_locale = 'cs'
then to search where it is hidden ( settings.yaml ).

This is the first time I install FFC on Rails 3.0.5 (nginx 0.8.54/Passenger 3.0.3/Ruby Enterprise Edition 1.8.7) during rake crm:setup i got this message and wonder if I should be worried:

== AddSkypeToContactsAndLeads: migrated (0.0104s) ============================

cp: cannot stat `/home/b2blogin/webapps/fatfreecrm/fat_free_crm/vendor/plugins//db/migrate/.rb': No such file or dir ectory
== Loading settings...

With the email dropbox, often the thing creates duplicates of existing accounts and contacts just because it doesn't find their email.

I'm forced to cleanup after this, and what would be really useful here is a merge feature where I can combine two contacts into one, and same thing for accounts...

Might I suggest allowing contacts and users to have secondary email addresses?

I would make the dropbox functionality work more of the time as both my colleagues and contacts tend to have multiple email accounts.

# lib/fat_free_crm/core_ext/array.rb, line 85
- columns = klass.columns.map(&:name).reject! { |column| column =~ /password|token/ }
+ columns = klass.columns.map(&:name).reject { |column| column =~ /password|token/ }

reject! does not have a defined return value that you can rely on. You want to use #reject. (This was broken for me on 1.9.2p136.)

1. Enter login screen
2. Select "forgot password"
3. Enter email and send

Result:

Processing PasswordsController#create (for 127.0.0.1 at 2009-07-30 14:04:35) [POST]
Parameters: {"commit"=>"Reset Password", "action"=>"create", "controller"=>"passwords", "email"=>"[OMITTED]"}
User Load (0.5ms) SELECT * FROM "users" WHERE ("users"."email" = '[OMITTED]') AND (users.deleted_at IS NULL OR users.deleted_at > '2009-07-30 13:04:35') LIMIT 1
User Update (0.6ms) UPDATE "users" SET "perishable_token" = '[OMITTED]', "updated_at" = '2009-07-30 13:04:35' WHERE "id" = 1

RuntimeError (Missing host to link to! Please provide :host parameter or set default_url_options[:host]):
(eval):16:in edit_password_url' app/models/notifier.rb:26:inpassword_reset_instructions'
app/models/user.rb:102:in deliver_password_reset_instructions!' app/controllers/passwords_controller.rb:32:increate'
vendor/plugins/haml/rails/./lib/sass/plugin/rails.rb:19:in `process'

Likely solution:

Add ":host" parameter when using edit_password_url in the notification.

run: rake crm:setup
error:
fat_free_crm/lib/fat_free_crm/permissions.rb:45: syntax error, unexpected '=', expecting '|'

I change "scope :my, lambda { |options = {}| " to "scope :my, lambda { |options| "

it works ok

I deployed this application for evaluation, under some directory on my server.
The home url is https://servername/crm but the link on the tabs (e.g. https://servername/tasks) are broken (should be https://servername/crm/tasks)
I found this can be fixed easily like follows.
Could you check this out ?
Thank you.

diff --git a/config/settings.yml b/config/settings.yml
index 3421f79..6b211da 100644
--- a/config/settings.yml
+++ b/config/settings.yml
@@ -20,19 +20,19 @@
 #   rake crm:settings:load
 #
 :tabs: [
-  { :active : true,  :text : "Dashboard",     :url : "/"               },
-  { :active : false, :text : "Tasks",         :url : "/tasks"          },
-  { :active : false, :text : "Campaigns",     :url : "/campaigns"      },
-  { :active : false, :text : "Leads",         :url : "/leads"          },
-  { :active : false, :text : "Accounts",      :url : "/accounts"       },
-  { :active : false, :text : "Contacts",      :url : "/contacts"       },
-  { :active : false, :text : "Opportunities", :url : "/opportunities"  }
+  { :active : true,  :text : "Dashboard",     :url : { :controller : "/"             } },
+  { :active : false, :text : "Tasks",         :url : { :controller : "tasks"         } },
+  { :active : false, :text : "Campaigns",     :url : { :controller : "campaigns"     } },
+  { :active : false, :text : "Leads",         :url : { :controller : "leads"         } },
+  { :active : false, :text : "Accounts",      :url : { :controller : "accounts"      } },
+  { :active : false, :text : "Contacts",      :url : { :controller : "contacts"      } },
+  { :active : false, :text : "Opportunities", :url : { :controller : "opportunities" } }
 ]
 
 :admin_tabs: [
-  { :active : true,  :text : "Users",         :url : "/admin/users"    },
-  { :active : true,  :text : "Settings",      :url : "/admin/settings" },
-  { :active : true,  :text : "Plugins",       :url : "/admin/plugins"  }
+  { :active : true,  :text : "Users",         :url : { :controller : "admin/users"    } },
+  { :active : true,  :text : "Settings",      :url : { :controller : "admin/settings" } },
+  { :active : true,  :text : "Plugins",       :url : { :controller : "admin/plugins"  } }
 ]
 
 campaign_status:

Hi Michael!

Thanks a lot for your crm! It is great!

I want to participate in the development and suggest using configatron gem for handling configuration variables (https://github.com/markbates/configatron).

The main reason is ability to override them in plugins.

When I override ffcrm constants, I get warnings "already initialized constant" at the moment.

For example I want to add ability to comment on models.

In CommentsController you set:
COMMENTABLE = %w(account_id campaign_id contact_id lead_id opportunity_id task_id).freeze

And then I want to override it in my plugin:
CommentsController::COMMENTABLE = CommentsController::COMMENTABLE + ['ClassB', 'ClassA']

Which brings up the error I mentioned above.

Another advantage is that it is faster to get settings from configatron, rather than getting them from DB.

I want to prepare a pull request for you with updated settings functionality. What do you think about this?

Hi,

Thanks for a very nice CRM system, but we need to be able to set not only the date but also the time of the day a given task is to be done on.

Our sales persons like to have several meetings on a day and for that matter they would like to have the possibility to select the clock they are suppose to have the meeting with a customer and not only the date.

Is there anywhere we have missed to enable that feature or is it not there right now?

Fat Free CRM v0.10.1-rc1
This is in my production.log after clicking on Next in leads list of campaign

Started GET "/campaigns/leads/1?page=2" for 109.80.38.57 at 2011-10-12 17:44:38 +0200
Processing by CampaignsController#leads as HTML
Parameters: {"page"=>"2", "id"=>"1"}
Completed 500 Internal Server Error in 68ms

ActionView::MissingTemplate (Missing template campaigns/leads with {:handlers=>[:erb, :rjs, :builder, :rhtml, :rxml, :haml], :formats=>[:html], :locale=>[:cz, :cz]} in view paths "/var/www/ror/fatfree/app/views", "/var/www/ror/fatfree/vendor/plugins/respond_to_parent/app/views", "/var/www/ror/fatfree/vendor/plugins/prototype_legacy_helper/app/views", "/var/www/ror/fatfree/vendor/plugins/is_paranoid/app/views", "/var/www/ror/fatfree/vendor/plugins/gravatar_image_tag/app/views", "/var/www/ror/fatfree/vendor/plugins/dynamic_form/app/views", "/var/www/ror/fatfree/vendor/plugins/country_select/app/views", "/var/www/ror/fatfree/vendor/plugins/calendar_date_select/app/views", "/var/www/ror/fatfree/vendor/plugins/authlogic_api/app/views", "/var/www/ror/fatfree/vendor/plugins/authlogic/app/views"):

Are you looking at creating a a email (smtp) process for sending tasks out - so when a user gets a task allocated to them they get a email about it? - I am new to Ruby so please be nice :-)

Allow models to have custom fields. Could probably borrow a lot of code from Redmine.

I have:

• cloned the git source
• created the databases
  but when i go to the URL i get this error with passenger:
  Could not find activesupport-3.0.3 in any of the sources (Bundler::GemNotFound)

but this actually installed, i did a bundle pack, i modify the app to work with rails 3.0.5 in the Gemfile, and after this then it raise the same error but iwth the rack-1.2.2

Hi there,
I executed below tasks step by step.
git clone from fat_free_crm

modify Gemfile as below:

db_gems = {

"mysql2" => [ "mysql2", "0.2.7" ], # The latest 0.3.2 doesn't ship with ActiveRecord adapter as it's now part of Rails 3.1.

"mysql" => [ "mysql" ], # With Rails 3.0.x we're supposed to use mysql2 0.2.x release.

"postgresql" => [ "pg", ">= 0.9.0" ],

"sqlite3" => [ "sqlite3" ]
}

adapter = if File.exists?(db_config = File.join(File.dirname(FILE),"config","database.yml"))

Fetch any configured adapters from config/database.yml

db = YAML.load_file(db_config); (db["development"] || db["test"] || db["production"])["adapter"]

else

"mysql2"

end

if db_gems[adapter]

gem *db_gems[adapter]

else

raise "Sorry, the db adapter in database.yml is unknown. Please add it to 'db_gems' in your Gemfile."

end

Then deploy to heroku
git push heroku master

However when heroku open, I encountered below issue:
We're sorry, but something went wrong.

We've been notified about this issue and we'll take a look at it shortly.

Any idea?

Josh

When i am creating task with specific date nothing is happens just there is a jQuery shake effect.

When trying to go to /admin I get the following error

Started GET "/admin" for 24.21.187.30 at 2011-09-20 22:58:21 -0700

ActionView::Template::Error (No such file or directory - Asset file not found at '/app/public/stylesheets/screen.css'):
    4:     %meta{ "http-equiv" => "Content-Type", :content => "text/html; charset=utf-8" }
    5:     %title= t(:crm_admin_page)
    6:     == <!-- #{controller.controller_name} : #{controller.action_name} -->
    7:     = stylesheet_link_tag "screen", "modalbox.css", :cache => "cache/all"
    8:     = stylesheet_link_tag "print", :media => "print"
    9:     %style= yield :styles
    10: 
  app/views/layouts/admin/application.html.haml:7:in `_app_views_layouts_admin_application_html_haml___871278226214258592_25033640_845111217178055939'
  app/controllers/admin/users_controller.rb:27:in `index'

After convert Lead raise error...

Showing app/views/leads/_lead.html.haml where line #14 raised:

undefined method `link_to_reject' for #<ActionView::Base:0x7f84412e0ed8>

Extracted source (around line #14):

11:       - else
12:         = "<font color='silver'>Convert</font> | "
13:       - if lead.status != "rejected"
14:         = link_to_reject(lead) + " | "
15:       - else
16:         = "<font color='silver'>Reject</font> | "
17:       = link_to_delete(lead) + "&nbsp;"

$ruby -v
ruby 1.8.7 (2011-02-18 patchlevel 334) [i686-darwin10.7.0]

$git clone https://github.com/fatfreecrm/fat_free_crm.git
$bundle install
$bundle exec rake db:create
$ bundle exec rake crm:setup --trace
(in /Users/PMG/apps/pmg/fat_free_crm)
** Invoke crm:setup (first_time)
** Invoke environment (first_time)
** Execute environment
rake aborted!
Table 'fat_free_crm_development.settings' doesn't exist
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/mysql2-0.2.7/lib/active_record/connection_adapters/mysql2_adapter.rb:312:in query' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/mysql2-0.2.7/lib/active_record/connection_adapters/mysql2_adapter.rb:312:inexecute'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/mysql2-0.2.7/lib/active_record/connection_adapters/mysql2_adapter.rb:462:in columns' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activerecord-3.0.7/lib/active_record/base.rb:680:incolumns'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activerecord-3.0.7/lib/active_record/base.rb:693:in column_names' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activerecord-3.0.7/lib/active_record/base.rb:706:incolumn_methods_hash'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activerecord-3.0.7/lib/active_record/base.rb:1036:in all_attributes_exists?' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/multibyte/chars.rb:314:inall?'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activerecord-3.0.7/lib/active_record/base.rb:1035:in each' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activerecord-3.0.7/lib/active_record/base.rb:1035:inall?'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activerecord-3.0.7/lib/active_record/base.rb:1035:in all_attributes_exists?' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activerecord-3.0.7/lib/active_record/base.rb:984:inmethod_missing'
/Users/PMG/apps/pmg/fat_free_crm/app/models/setting.rb:35:in method_missing' /Users/PMG/apps/pmg/fat_free_crm/app/models/setting.rb:48:in[]'
/Users/PMG/apps/pmg/fat_free_crm/app/models/setting.rb:41:in method_missing' /Users/PMG/apps/pmg/fat_free_crm/config/routes.rb:2 /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/actionpack-3.0.7/lib/action_dispatch/routing/route_set.rb:233:ininstance_exec'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/actionpack-3.0.7/lib/action_dispatch/routing/route_set.rb:233:in draw' /Users/PMG/apps/pmg/fat_free_crm/config/routes.rb:1 /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:235:inload'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:235:in load' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:227:inload_dependency'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:235:in load' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application.rb:127:inreload_routes!'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application.rb:127:in each' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application.rb:127:inreload_routes!'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application.rb:120:in routes_reloader' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/file_update_checker.rb:32:incall'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/file_update_checker.rb:32:in execute_if_updated' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application/finisher.rb:51 /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application/finisher.rb:52:incall'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application/finisher.rb:52
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/initializable.rb:25:in instance_exec' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/initializable.rb:25:inrun'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/initializable.rb:50:in run_initializers' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/initializable.rb:49:ineach'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/initializable.rb:49:in run_initializers' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application.rb:134:ininitialize!'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application.rb:77:in send' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application.rb:77:inmethod_missing'
/Users/PMG/apps/pmg/fat_free_crm/config/environment.rb:5
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:239:in require' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:239:inrequire'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:225:in load_dependency' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:596:innew_constants_in'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:225:in load_dependency' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/activesupport-3.0.7/lib/active_support/dependencies.rb:239:inrequire'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application.rb:103:in require_environment!' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/railties-3.0.7/lib/rails/application.rb:217:ininitialize_tasks'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:636:in call' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:636:inexecute'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:631:in each' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:631:inexecute'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:597:in invoke_with_call_chain' /Users/PMG/.rvm/rubies/ruby-1.8.7-p334/lib/ruby/1.8/monitor.rb:242:insynchronize'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:590:in invoke_with_call_chain' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:607:ininvoke_prerequisites'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:604:in each' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:604:ininvoke_prerequisites'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:596:in invoke_with_call_chain' /Users/PMG/.rvm/rubies/ruby-1.8.7-p334/lib/ruby/1.8/monitor.rb:242:insynchronize'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:590:in invoke_with_call_chain' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:583:ininvoke'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:2051:in invoke_task' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:2029:intop_level'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:2029:in each' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:2029:intop_level'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:2068:in standard_exception_handling' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:2023:intop_level'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:2001:in run' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:2068:instandard_exception_handling'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/lib/rake.rb:1998:in run' /Users/PMG/.rvm/gems/ruby-1.8.7-p334/gems/rake-0.8.7/bin/rake:31 /Users/PMG/.rvm/gems/ruby-1.8.7-p334/bin/rake:19:inload'
/Users/PMG/.rvm/gems/ruby-1.8.7-p334/bin/rake:19

Could you implement html5 offline storage and sync.

Does the api support the use of javascript to load data into memory?

I am getting an error "uninitialized constant FatFreeCRM::Dropbox" when i run rake crm:dropbox:setup.

Hi,

Im trying to run the CRM on heroku

What I did was

gem install heroku
git clone https://github.com/michaeldv/fat_free_crm.git
heroku create {organization-crm} --stack bamboo-mri-1.9.2
heroku config:add HEROKU=true
git push heroku master
heroku rake crm:setup USERNAME=admin PASSWORD=admin EMAIL=[email protected]

What happened was, it was able to run the crm however after login

We're sorry, but something went wrong.

We've been notified about this issue and we'll take a look at it shortly.

appears, and I don't know what to do with it.

help would be greatly appreciated.

I'm not sure if its my mailserver or the code, but the mails are stuck in inbox after beeing added to ffc. The mailtests reports that everything is ok,

Btw, great project!
Christian

To reproduce:

rake db:create
rails server

RuntimeError (You can no longer call ActionMailer::Base.default_url_options directly. You need to set config.action_mailer.default_url_options. If you are using ActionMailer standalone, you need to include the routing url_helpers directly

We have a few accounts with 300+ contacts, and it can take a long time to load the account#show pages in these cases.

We have attempted it, but gave up because the will_paginate gem seemed to have a bug when paginating contacts for an account.

What would be your thoughts on this? Would it be good to have in core ffcrm?

On a standard ffcrm with demo fixtures loaded, I had the following error when trying to view the campaign dashboard.

ActionView::TemplateError (Object must be a Date, DateTime or Time object. nil given.) on line #14 of app/views/emails/_email.html.haml:
11:       = "To " << link_to(email.user.full_name, user_path(email.user))
12:       = "from " << link_to_email(email.sent_from) << ", sent on "
13:       = l(email.sent_at, :format => :mmddhhss)
14:       = " | " + link_to_function(email.collapsed? ? t(:more) : t(:less), "crm.flip_note_or_email(this, '#{t(:more)}', '#{t(:less)}')", :class => "toggle")
15: 
16:     %dt{ hidden_if(email.expanded?), :id => dom_id(email, :truncated) }
17:       %p

This was caused by an email having a nil sent_at date. Turns out that when the email fixtures are generated, they may sometimes reference a campaign that doesn't exist - it picks a random number rand(100) to assign to the mediator_id but there are only 84 campaigns. This in turn, prevents the rake task from setting the correct dates as it doesn't find these emails.

To fix, either add more Campaign fixtures or change spec/fixtures/emails.yml:38 from

  mediator_id     : <%= rand(100) + 1 %>

to

  mediator_id     : <%= rand(80) + 1 %>

Hope that makes sense. and thanks for a great product.

Steve

Links "Expand all , Collapse all" in "Add comment" are not translated.
To fix it, you can change _new.html.haml lines 11 and 12 from:

    = link_to_function("Expand All", "crm.flip_notes_and_emails('Expanded', 'More...', 'Less...')") << " | "
    = link_to_function("Collapse All", "crm.flip_notes_and_emails('Collapsed', 'More...', 'Less...')")

to:

    = link_to_function(t(:expand_all), "crm.flip_notes_and_emails(t(:expanded), t(:more), t(:less))") << " | "
    = link_to_function(t(:collapse_all), "crm.flip_notes_and_emails(t(:collapsed), t(:more), t(:less))")

and add keys into language file (after key "more: " about line 509)

expand_all: Expand all
collapse_all: Collapse all
expanded: Expanded
collapsed: Collapsed

I'm no huge fan of IE but I assume this would be useful for businesses. Unfortunately, businesses use IE 6/7.

Validation works nicely on new records but on editing it display an error

Hi,
I translated FF CRM into czech language and found that "arrowed link to create item" is not translated.
Fix is to edit method link_to_inline() in application_helper.rb
instead of

 def link_to_inline(id, url, options = {})
    text = options[:text] || id.to_s.titleize
    .....
 end

there should be:

def link_to_inline(id, url, options = {})
  text = options[:text] || t(id).to_s.titleize
  .....
end

In campaigns I can only create a new opportunity, but what if I already have an opportunity created I should be able to assign it to the campaign and see the change in the "Actual Performance" section.

Thanks for fixing the broken password forgot function. Though the email link is working along with the email (after removing -t from ActionMailer configurations).

But there are two issues with the email being sent:

1. It's having a subject of "Fat Free CRM: translation missing: en-US.password_reset_instructions".
2. It's having improper reset URL. Like, I have the crm in subdirectory example.com/crm/ however email sent to me is showing a link of example.com, causing a 404.

I did make sure that the root directory path in settings.yml is set to "/crm".

With the new authlogic gem is no longer any openid support. Is the re-integration planned or should we look at sorting this out on our own forks?

Of course, I'm happy to see how I go and submit a patch if this is a planned feature that you haven't had time to look at.

Cheers,
DK

I'm using the demo data. Followed the steps as shown in the wiki: Installation.

Try the following after logging in as aaron/aaron.

In the Dashboard

• Options
• click on all users
• click on Elizabeth Emulator
• click on two days
• click on One Day

My instance (up to master:HEAD) shows: No activity records found.

If you use the two days, you'll see activity for yesterday which should show in one days, but they don't.

Bundler is highly useful for managing apps' environments, and Heroku understands Bundler's Gemfiles.

Is it possible to add a Gemfile and modify the environment file as appropriate to use Bundler?

Thx for creating this CRM! We just began to use it.

Is it possible to change the default for sharing items, so every new item will be shared with everyone?

Looking through the code i can see hooks for most of the important elements, with the exception of the top & bottom of the index lists for each model.

Would be nice if one could insert something there. Granted, one could perhaps hack something in the javascript epilogue, but i have a feeling that would be a bad idea. :)

The closing date for opportunities is incorrectly listed as being in the future when it is in fact in the past.

Steps to reproduce:

1. Create an opportunity
2. Set the close date x days in the past
3. View the opportunities list

The opportunity is listed as "expected to close in x days", giving the false impression that is is still relevant in the future. This is even when the status is closed.

When I try to log in I get a 500 and this error to the logs: https://gist.github.com/1202409

Through heroku run console I can run that method with success...

me = User.first
# => #<User id: 1...>
me.awaits_approval?
# => false
me.valid_password? "ffc"
# => true

I set up this user via rake crm:setup

Title says it all.

It should not be huge amount of work. At least without moving to the new assets pipeline.

But will give opportunity to use Rails 3.1 asset pipeline within the application.

Additionally it might provide much more flexible ways to package assets from plugins.

I managed to install all pre requirements:
ruby 1.9.1
Rails 2.3.5
Haml/Sass 3.1.79 (even if not mentioned)

rake db:create
worked and created the empty db.

rake crm:setup --trace
(in /volume1/app/fatfreecrm0.10.1)
** Invoke crm:setup (first_time)
** Invoke environment (first_time)
** Execute environment
rake aborted!
uninitialized constant Sass
/opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:443:in load_missing_constant' /opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:80:inconst_missing_with_dependencies'
/opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:92:in const_missing' /volume1/app/fatfreecrm0.10.1/config/initializers/fat_free_crm.rb:4:in<top (required)>'
/opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:145:in load' /opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:145:inblock in load_with_new_constant_marking'
/opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:521:in new_constants_in' /opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:145:inload_with_new_constant_marking'
/opt/local/lib/ruby/gems/1.9.1/gems/rails-2.3.5/lib/initializer.rb:622:in block in load_application_initializers' /opt/local/lib/ruby/gems/1.9.1/gems/rails-2.3.5/lib/initializer.rb:621:ineach'
/opt/local/lib/ruby/gems/1.9.1/gems/rails-2.3.5/lib/initializer.rb:621:in load_application_initializers' /opt/local/lib/ruby/gems/1.9.1/gems/rails-2.3.5/lib/initializer.rb:176:inprocess'
/opt/local/lib/ruby/gems/1.9.1/gems/rails-2.3.5/lib/initializer.rb:113:in run' /volume1/app/fatfreecrm0.10.1/config/environment.rb:12:in<top (required)>'
/opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:156:in require' /opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:156:inblock in require'
/opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:521:in new_constants_in' /opt/local/lib/ruby/gems/1.9.1/gems/activesupport-2.3.5/lib/active_support/dependencies.rb:156:inrequire'
/opt/local/lib/ruby/gems/1.9.1/gems/rails-2.3.5/lib/tasks/misc.rake:4:in block in <top (required)>' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:636:incall'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:636:in block in execute' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:631:ineach'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:631:in execute' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:597:inblock in invoke_with_call_chain'
/opt/lib/ruby/1.9.1/monitor.rb:190:in mon_synchronize' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:590:ininvoke_with_call_chain'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:607:in block in invoke_prerequisites' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:604:ineach'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:604:in invoke_prerequisites' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:596:inblock in invoke_with_call_chain'
/opt/lib/ruby/1.9.1/monitor.rb:190:in mon_synchronize' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:590:ininvoke_with_call_chain'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:583:in invoke' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:2051:ininvoke_task'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:2029:in block (2 levels) in top_level' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:2029:ineach'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:2029:in block in top_level' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:2068:instandard_exception_handling'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:2023:in top_level' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:2001:inblock in run'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:2068:in standard_exception_handling' /opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/lib/rake.rb:1998:inrun'
/opt/local/lib/ruby/gems/1.9.1/gems/rake-0.8.7/bin/rake:31:in <top (required)>' /opt/bin/rake:19:inload'
/opt/bin/rake:19:in `

Please can you help me?

The mysql user need SUPER priviledges to create or use triggers, at least as of 5.0 on lenny.

Maybe there is a workaround or it should be documented.

When running rake crm:setup on a fresh rails3 branch checkout, the migrations fail twice due to the length of the index name on the interim table that is created by ActiveRecord::Migration, after the addition of 'temp_altered_tablename_' to the beginning of the index name.

I've fixed this issue in my fork here:

azimuth@382fd93

Hey there,

Looks like i'm getting the following error using SQLite when going to certain pages:

ActionView::TemplateError (SQLite3::SQLException: ambiguous column name: id: SELECT DISTINCT "opportunities".* FROM "opportunities"  INNER JOIN account_opportunities ON opportunities.id = account_opportunities.opportunity_id    WHERE (("account_opportunities".account_id = 16)) AND (opportunities.deleted_at IS NULL OR opportunities.deleted_at > '2009-04-27 17:14:38')  ORDER BY id DESC)"

After tracking it down in the code, looks like the "ambiguous column" is the "id" column. In order to fix this, the table name needs to be explicitly specified. i.e., instead of this in the Account model:

has_many    :opportunities, :through => :account_opportunities, :uniq => true, :order => "id DESC"

Do:

has_many    :opportunities, :through => :account_opportunities, :uniq => true, :order => "opportunities.id DESC"

Same applies to the Contact & Opportunities model. Or generally, anywhere which says " :order => "id DESC" "

Other than that, great work! It's looking like a real CRM system now. :)

Hello,

i have install the server, it running with no problem.
but i changed setting and i try to run the command rake crm:settings:show or rake crm:settings:load, i got error like below:

root@(none):/opt/rails/fat_free_crm# rake crm:settings:show --trace
(in /opt/rails/fat_free_crm)
rake aborted!
uninitialized constant YAML::ENGINE
/usr/lib/ruby/1.8/rake.rb:2503:in const_missing' /opt/rails/fat_free_crm/config/boot.rb:4 /opt/rails/fat_free_crm/config/application.rb:1:inrequire'
/opt/rails/fat_free_crm/config/application.rb:1
/opt/rails/fat_free_crm/Rakefile:4:in require' /opt/rails/fat_free_crm/Rakefile:4 /usr/lib/ruby/1.8/rake.rb:2383:inload'
/usr/lib/ruby/1.8/rake.rb:2383:in raw_load_rakefile' /usr/lib/ruby/1.8/rake.rb:2017:inload_rakefile'
/usr/lib/ruby/1.8/rake.rb:2068:in standard_exception_handling' /usr/lib/ruby/1.8/rake.rb:2016:inload_rakefile'
/usr/lib/ruby/1.8/rake.rb:2000:in run' /usr/lib/ruby/1.8/rake.rb:2068:instandard_exception_handling'
/usr/lib/ruby/1.8/rake.rb:1998:in `run'
/usr/bin/rake:28

is there any can kindly tell me how to solve the problem?

thanks in advance!!
Kevin