/crm

CRM system using web2py

Primary LanguagePythonOtherNOASSERTION

description

This is a CRM system based on web2py and sqlite.

It links to opencart online shop which runs on apache and mysql.

requirements

  1. install AMPPS
  2. goto ampps installation and install opencart
  • rename config-dist.php and admin/config-dist.php to config.php
  • goto 127.0.0.1:80 [note localhost fails]
  • check database name from phpmyadmin
  • set password to mysql, database name as above, prefix oc_
  1. install web2py
  • clone crm to web2py/applications/crm
  • run populate from menu to setup test data

servers

apache port 80

  • localhost/opencart
  • localhost/opencart/admin (admin/pass)

mysql port 3306

  • drives opencart database
  • localhost/phpmyadmin (root/a)

web2py port 8000

  • run under python 2 (not py3 compatible)
  • crm system manages master database on sqlite

models

  • aaa - sets up the database connection, logging etc..
  • dbtables - defines the tables
  • menu - the menu!

databases

  • opencart used for website. this is php/mysql based
  • sqlite used as master database

modules

datasetup

deletedata
utility to delete all tables in crm database except auth and those in the exclude list. used during testing to reset database.
populate
populates database with test data extracts some data from opencart e.g. images and products
ctform
converts ctform to columntable format
viewtools
utlities for views

static

crm.css crafty_* for uk postcode lookup

views

shared - historyform, files, edit, grid

specific - customer, salesorder

controllers

one for each table e.g. customer, order, product....

plugin_attachment

To allow attachments to be added to a record:

set parentname and parentid for the record it will be attached to

add this to the view
{{include 'plugin_attachment/attachments.html'}}

plugin_dialog

changes add/edit grid buttons to replace inline with dialog boxes or open a new page