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توضیحات

An intuitive client relationship management tool for small businesses in the service industry

ویژگی	مقدار
سیستم عامل	-
نام فایل	django-steamcleancrm-0.3
نام	django-steamcleancrm
نسخه کتابخانه	0.3
نگهدارنده	[]
ایمیل نگهدارنده	[]
نویسنده	John Galiszewski
ایمیل نویسنده	john1galiszewski@gmail.com
آدرس صفحه اصلی	https://github.com/JohnGWebDev/steamcleaning
آدرس اینترنتی	https://pypi.org/project/django-steamcleancrm/
مجوز	MIT

<div id="top"></div>    [![Contributors][contributors-shield]][contributors-url] [![Forks][forks-shield]][forks-url] [![Stargazers][stars-shield]][stars-url] [![Issues][issues-shield]][issues-url] [![MIT License][license-shield]][license-url] [![LinkedIn][linkedin-shield]][linkedin-url] <h1 align="center">Steam Clean CRM</h1> <p align="center"> An intuitive client relationship management tool for small businesses in the service industry <br /> <a href="https://github.com/JohnGWebDev/steamcleaning/issues">Report a Bug</a> · <a href="https://github.com/JohnGWebDev/steamcleaning/issues">Request a Feature</a> </p> </div>  <details> <summary>Table of Contents</summary> <ol> <li> <a href="#about-the-project">About The Project</a> <ul> <li><a href="#built-with">Built With</a></li> </ul> </li> <li> <a href="#getting-started">Getting Started</a> <ul> <li><a href="#prerequisites">Prerequisites</a></li> <li><a href="#install-using-pip">Install Using Pip</a></li> <li><a href="#cloning-the-github-repo">Cloning the Github Repo</a></li> </ul> </li> <li><a href="#usage">Usage</a></li> <ul> <li><a href="#data-pipeline">Data Pipeline</a></li> </ul> <li><a href="#roadmap">Roadmap</a></li> <li><a href="#contributing">Contributing</a></li> <li><a href="#license">License</a></li> <li><a href="#contact">Contact</a></li> <li><a href="#acknowledgments">Acknowledgments</a></li> </ol> </details> <br />  ## About The Project Keep track of leads, staff, work orders, and a gallery of images for each work order * Leads hold client contact information and can have any number of associated work orders * Work orders can have any number of associated images and assigned staff members * Staff members are assigned groups based on their role and have permissions based on their group * Staff members can be assigned to work orders, cancel or submit completed work orders, upload images, etc. Please see the roadmap below for features currently under development. <p align="right">(<a href="#top">back to top</a>)</p> ### Built With * [Django](https://djangoproject.com/) <p align="right">(<a href="#top">back to top</a>)</p>  ## Getting Started You can install this project using **pip** or by cloning the github repository ### Prerequisites If you already have a virtual environment and django project set up, you can skip ahead to the next step. 1. Start a new virtual environment in your project directory or wherever you keep them ```sh $ python3 -m venv env ``` 2. Activate your virtual environment ```sh $ source /path/to/env/bin/activate ``` 3. Inside of your environment, install Django and start a new project ```sh $ pip install django $ django-admin startproject steamcleancrm ``` ### Install using pip Take a look at the prerequisites for instructions on setting up your virtual environment and django project if you haven't already * Inside of your environment, run the command to install the package with pip ```sh $ pip install django-steamcleancrm==0.3 ``` * Add the package to the Installed Apps section of your settings.py file ```sh INSTALLED_APPS = [ ... 'crm.apps.CrmConfig' ] ``` ### Cloning the github repo 1. Activate your virtual environment and navigate to the directory you want to clone the project in 2. Clone the repo ```sh $ git clone https://github.com/JohnGWebDev/steamcleaning.git ``` 3. Install the project dependencies from .requirements ```sh $ pip install -r .requirements ``` 4. Create a .env file in the project's root directory for your environment variables 5. Generate a new secret key for your django settings with the following command ```sh $ python -c "import secrets; print(secrets.token_urlsafe())" ``` 6. Copy the new token and paste it into your .env file, for example: ```sh SECRET_KEY=OZvhK2ApBiLy4uXf91MIm2RNDK3b2dDp0UV7gAL0tBM ``` <p align="right">(<a href="#top">back to top</a>)</p>  ## Usage The project requirements were a lightweight client relationship management tool that can also store any number of images associated with a specific work order with room for future development. ### Groups and Permissions There are three groups a staff member can be assigned to: * Representative * Create and update leads * Create, update and cancel work orders * Technician * Create and update leads * Create, update, cancel and complete work orders * Upload and delete images * Manager * Create and update leads * Create, update, and approve canceled/completed work orders * Upload and delete images * Assign technicians to work orders ### Data Pipeline 1. Add a lead manually - Leads can be added manually by a representative from incoming calls or automatically from a cross-origin POST request such as a contact form - Stores client contact information - Leads can have any number of related work orders 2. Open a work order relating to the lead - Stores description of the work to be perform, appointment dates, assigned Technicians, associated images, estimated total, etc. 3. Manager or Admin assigns a technician to the work order - Any number of Technicians can be assigned to a work order 4. Work is performed - Technicians can update work orders if needed on the job 5. Technician uploads images to work order and marks it complete - Any number of images can be uploaded to a work order - A work order can also be canceled at any time - When a Technician marks a work order canceled or complete, it is submitted for review by a Manager or Admin 6. Automated email survey ( under development ) - Survey is sent to client one work order is verified complete by a Manager/Admin - Technicians also fill out a survey after completing each work order <p align="right">(<a href="#top">back to top</a>)</p>  ## Roadmap - [] Unit tests - [] Create a survey for work order feedback from both clients and staff - [] Analytics tools to track model metrics - [] Create a new model, related to workorder, for work order descriptions to include more detailed information such as job type, price per square foot, etc. - [] Automated email survey See the [open issues](https://github.com/JohnGWebDev/steamcleaning/issues) for a full list of proposed features (and known issues). <p align="right">(<a href="#top">back to top</a>)</p>  ## Contributing Contributions are what make the open source community such an amazing place to learn, inspire, and create. Any contributions you make are **greatly appreciated**. If you have a suggestion that would make this better, please fork the repo and create a pull request. You can also simply open an issue with the tag "enhancement". Don't forget to give the project a star! Thanks again! 1. Fork the Project 2. Create your Feature Branch (`git checkout -b feature/AmazingFeature`) 3. Commit your Changes (`git commit -m 'Add some AmazingFeature'`) 4. Push to the Branch (`git push origin feature/AmazingFeature`) 5. Open a Pull Request <p align="right">(<a href="#top">back to top</a>)</p>  ## License Distributed under the MIT License. See `LICENSE.txt` for more information. <p align="right">(<a href="#top">back to top</a>)</p>  ## Contact john1galiszewski@gmail.com [LinkedIn][linkedin-url] Project Link: [https://github.com/JohnGWebDev/steamcleaning](https://github.com/JohnGWebDev/steamcleaning) <p align="right">(<a href="#top">back to top</a>)</p>  ## Acknowledgments * []() * []() * []() <p align="right">(<a href="#top">back to top</a>)</p>   [contributors-shield]: https://img.shields.io/github/contributors/JohnGWebDev/steamcleaning.svg?style=for-the-badge [contributors-url]: https://github.com/JohnGWebDev/steamcleaning/graphs/contributors [forks-shield]: https://img.shields.io/github/forks/JohnGWebDev/steamcleaning.svg?style=for-the-badge [forks-url]: https://github.com/JohnGWebDev/steamcleaning/network/members [stars-shield]: https://img.shields.io/github/stars/JohnGWebDev/steamcleaning.svg?style=for-the-badge [stars-url]: https://github.com/JohnGWebDev/steamcleaning/stargazers [issues-shield]: https://img.shields.io/github/issues/JohnGWebDev/steamcleaning.svg?style=for-the-badge [issues-url]: https://github.com/JohnGWebDev/steamcleaning/issues [license-shield]: https://img.shields.io/github/license/JohnGWebDev/steamcleaning.svg?style=for-the-badge [license-url]: https://github.com/JohnGWebDev/steamcleaning/blob/master/LICENSE.txt [linkedin-shield]: https://img.shields.io/badge/-LinkedIn-black.svg?style=for-the-badge&logo=linkedin&colorB=555 [linkedin-url]: https://linkedin.com/in/john-galiszewski-29211a144 [product-screenshot]: images/screenshot.png

زبان مورد نیاز

مقدار	نام
>=3.8	Python

نحوه نصب

نصب پکیج whl django-steamcleancrm-0.3:

pip install django-steamcleancrm-0.3.whl

نصب پکیج tar.gz django-steamcleancrm-0.3:

pip install django-steamcleancrm-0.3.tar.gz