90301 / crescent-crm-v Goto Github PK

create archive functionality.
remove client from client table, put client in archive table.

Need some way to implement authentication.

Create functions for updating a database.

Low priority issue.

Look for a way to publish a war file, and any running instance can possibly grab that file and allow one click updating to the latest version.

Attempt to get this working on tomcat (Version 7?)

We need a navigation bar for every page.

create the UI for the user editor.

When creating a client, if you go to them in the table, the value passed to selectClient is null.
it appears the select item method is called twice.

SELECTED AN ITEM.null
SELECTED AN ITEM.Heartland
Tested: Heartland Null?: false
showing client information for: null

when a new value is selected for filtering, update the table then, instead of waiting for a button click.

08/29/2016: Enter key does not connect with the login button. User must click login instead of using keyboard shortcut.

Need to replace all the already exists errors with the equivalent of success, or a code that indicates already exists.

Have an option that allows a custom database and port combination.

Also have options for db user and password (for account creation).

Later transition to individual user accounts, each with their own permissions.

Major issue. Database contains the information, only the "template" class displays.

Desired support for oracle, postgreSQL, mySQL, and a No-SQL database with the options to pick which database to use.

Create a "backup" method outputting everything to csv.
A recover method should be in place to get everything back.

This can either be done handling with null value in database or if we find null value in the input replace that input with special value(Ex: N/A)

creates the base text for notes for all new clients. set up defaults for every field with the template.

Set up a scheduler module, which allows creation of schedules for multiple employees.

Pull from employee and client database.

https://vaadin.com/docs/-/part/framework/components/components-calendar.html

Zip all backup files into a compressed zip file
make names standard (ex client.csv)
UI for selecting a backup to restore

Create an outside facing website, where clients can schedule appointments and learn information.

Possibly link to static web pages?

Display a version number to ensure the latest version is being used.

create an upload picture ui for clients.

search by client name.

*Create and Edit user accounts.
*Have the ability to have permissions later on.

Look into making a docker container for this Dev environment.

https://www.docker.com/

Figure out how to encrypt a text file in Java

Add color support for both groups and clients.
This may require some sort of custom css.

Have user account permissions.

Ability to enter certain modules
Edit certain information.

create the user table with on click events for selecting a client.

Need a way to handle closing database connections and possibly re-opening them if the need arises.
Right now the application hits the 150 cap of mysql quite quickly.

Add google calender support for contact and appointment notifications.

the client class needs a field for when information was last updated.

Restoring not working as inspected, backing up seems to work as expected. Further investigation is required.

create support for groups.
A client can belong to multiple groups.

May need to create a special csv to set datatype / conversion.

Set up a backup procedure that can run automatically.
(CSV backup)
Look into database backup

Both buttons currently do not work. They need to work :D

https://www.apachefriends.org/index.html

Provide notes on a group. This allows additional information which can deal with multiple people in groups for CRM.

or at-least check for them and remove them.

Need a way to filter and search clients.

Make sure to leave the first letter capitalized.

create a ui button to upload a backup. create another button to download the selected backup. have a backup button, and a restore button.

If it works for clients too, awesome!

load in sms messages for analytics

implement support to get database information from the server (and possibly the UI through a settings page)

load in facebook messages for analytics.