/Patatus-Project-CRM-II

Primary LanguageJavaMIT LicenseMIT

Patatus-Project2-CRM

CRM SYSTEM

INSTALLATION

  1. Clone the repo in your own computer, or download a zip with the project.
  2. Fill /src/main/resources/application.properties with your data (database, user and password).
  3. A .sql file is provided if you need to create the tables requiered by the CRM in your system.

FEATURES

  1. Console styled interface.
  2. Ability to show a command list typidng help (additional feature).
  3. Ability to show a list of all Accounts (additional feature).
  4. Ability to run script files which includes fast creation of SalesReps, Leads, Opportunities, Contacts and Accounts for testing (additional feature).

USAGE

  1. Run Main.java file in your favourite IDE.
  2. Type your commands in the console (case insensitive. You can show a command list wit help command.).
  3. If you don't want to type all the commands, you can type run fast_create.crm to populate DB (aditional feature).
  4. First you need to create Sales Reps with New SalesRep command.
  5. You can show a list of Sales Reps with Show SalesRep command.
  6. Once you have Sales Reps in your DB, you can create leads with New Lead command.
  7. It is possible to lookup for individual leads or list them all.
  8. You can convert leads into opportunities with convert command.
  9. Once converted, CRM will prompt you to choose if insert it into a new Account or into an existing one (if there is at least one existing account).
  10. You can list accounts (with its contacts and opportunities) with Show Accounts command.
  11. You can close-won or close-lost opportunities.
  12. There is a brand-new Reporting Functionality feature with a ton of exciting options.
  13. If you wonder how to exit, simply type exit. Fancy stuff.

LIST OF AVAILABLE COMMANDS

Command Action
new salesrep Creates and registers a new SalesRep in the system.
show salesrep Shows a list of the current SalesRep registered.
new lead Creates and registers a new Lead in the system.
show leads Shows a list of the current Leads registered.
lookup lead Looks for a Lead with corresponding and shows its info.
convert Converts a Lead with corresponding into a new Opportunity,prompting the user for the values needed during the conversion.
show accounts Shows a list of the current Accounts registered (additional feature).
close-won Closes an Opportunity with the corresponding , with a sale made.
close-lost Closes an Opportunity with the corresponding , with no sale made.
run Runs the script file with an input on each line (additional feature).
help Shows this help screen.
exit Exits the CRM console.

REPORTING FUNCTIONALITY

Command Action
report lead by salesrep Displays a count of Leads by SalesRep.
report opportunity by salesrep Displays a count of all Opportunities by SalesRep.
report closed-won by salesrep Displays a count of all CLOSED-WON Opportunities by SalesRep.
report closed-lost by salesrep Displays a count of all CLOSED-LOST Opportunities by SalesRep.
report open by salesrep Displays a count of all OPEN Opportunities by SalesRep.
report opportunity by country Displays a count of all Opportunities by Country.
report closed-won by country Displays a count of all CLOSED-WON Opportunities by Country.
report closed-lost by country Displays a count of all CLOSED-LOST Opportunities by Country.
report open by country Displays a count of all OPEN Opportunities by Country.
report opportunity by city Displays a count of all Opportunities by City.
report closed-won by city Displays a count of all CLOSED-WON Opportunities by City.
report closed-lost by city Displays a count of all CLOSED-LOST Opportunities by City.
report open by city Displays a count of all OPEN Opportunities by City.
report opportunity by industry Displays a count of all Opportunities by Industry.
report closed-won by industry Displays a count of all CLOSED-WON Opportunities by Industry.
report closed-lost by industry Displays a count of all CLOSED-LOST Opportunities by Industry.
report open by industry Displays a count of all OPEN Opportunities by Industry.
mean employeecount Displays the mean employeeCount.
median employeecount Displays the median employeeCount.
max employeecount Displays the max employeeCount.
min employeecount Displays the min employeeCount.
mean quantity Displays the mean Quantity of products order.
median quantity Displays the median Quantity of products order.
max quantity Displays the max Quantity of products order.
min quantity Displays the min Quantity of products order.
mean opps per account Displays the mean number of Opportunities associated with an Account.
median opps per account Displays the median number of Opportunities associated with an Account.
max opps per account Displays the max number of Opportunities associated with an Account.
min opps per account Displays the min number of Opportunities associated with an Account.

UML DIAGRAMS

CLASS DIAGRAM

diagram1

USE-CAUSE DIAGRAM

diagram2

Patatús team

Alejandro Martínez, Ángel Serrano, Paúl Barroso, Coby Sardinero, Rubén Navarro.