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origma-crm's Introduction

origma-crm

A junior's implementation of django-crm from scratch!

Built with Cookiecutter Django Black code style
License:BSD

Settings

Moved to settings.

Basic Commands

Setting Up Your Users

  • To create a normal user account, just go to Sign Up and fill out the form. Once you submit it, you'll see a "Verify Your E-mail Address" page. Go to your console to see a simulated email verification message. Copy the link into your browser. Now the user's email should be verified and ready to go.

  • To create an superuser account, use this command:

    $ python manage.py createsuperuser
    

For convenience, you can keep your normal user logged in on Chrome and your superuser logged in on Firefox (or similar), so that you can see how the site behaves for both kinds of users.

Type checks

Running type checks with mypy:

$ mypy origmacrm

Test coverage

To run the tests, check your test coverage, and generate an HTML coverage report:

$ coverage run -m pytest
$ coverage html
$ open htmlcov/index.html

Running tests with py.test

$ pytest

Live reloading and Sass CSS compilation

Moved to Live reloading and SASS compilation.

Celery

This app comes with Celery.

To run a celery worker:

cd origmacrm
celery -A config.celery_app worker -l info

Please note: For Celery's import magic to work, it is important where the celery commands are run. If you are in the same folder with manage.py, you should be right.

Sentry

Sentry is an error logging aggregator service. You can sign up for a free account at https://sentry.io/signup/?code=cookiecutter or download and host it yourself. The system is setup with reasonable defaults, including 404 logging and integration with the WSGI application.

You must set the DSN url in production.

Deployment

The following details how to deploy this application.

Docker

See detailed cookiecutter-django Docker documentation.

origma-crm's People

Contributors

eld120 avatar

Watchers

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origma-crm's Issues

Automate Customer CRUD operations

As a end user I want to be able to create a client in my crm portal on one create/edit customer page so that I can minimize the number of clicks/amount of time required to create a new client/edit an existing client.

Contacts assignment is too permissive

As a business I want to be able to assign contacts of my clients to a given "client" account so that I can keep track of key decision makers.

  • issue: contacts can be assigned to multiple clients.

Addresses are not easily assigned/duplicated

As a business I want to be able to enter my address once if my billing/shipping address is the same so that I do not have to duplicate any administrative work.

-issue: currently the address table allows the selection of an existing shipping or billing address but no functionality to auto populate shipping_address if billing_address' role is set to 'shipping/billing'/'both'.

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