micropyramid / django-crm

Open Source CRM based on Django

Django-CRM

============

Django CRM is opensource CRM developed on django framework. It has all the basic features of CRM to start with. We welcome code contributions and feature requests via github.

This is divided into three parts

1. Backend API Django CRM
2. Frontend UI React CRM
3. Mobile app Flutter CRM

Runcode

Runcode is online developer workspace. It is cloud based simple, secure and ready to code workspaces, assuring high performance & fully configurable coding environment. With runcode you can run django-crm(API) with one-click.

• Open below link to create django-crm workspace on RunCode. It will cretae django-crm API

  

• After running API, Go to Frontend UI React CRM project to cretae new workpsace with runcode.

Docs

Please Click Here for latest documentation.

Project Modules

This project contains the following modules:

• Contacts
• Companies
• Leads
• Accounts
• Invoices (todo)
• Cases (todo)
• Opportunity (todo)

Try for free here

Installation Guide

We recommend ubuntu 20.04. These instructions are verified for ubuntu 20.04.

To install system requirments

sudo apt update && sudo apt upgrade -y

sudo apt install python-is-python3 xvfb libfontconfig wkhtmltopdf python3-dev python3-pip build-essential libssl-dev libffi-dev python3-venv redis-server redis-tools virtualenv -y

Install dependencies

Optional (based on personal choice)

sudo apt update && sudo apt upgrade -y && sudo apt install zsh python3-virtualenv

sh -c "$(wget -O- https://raw.githubusercontent.com/ohmyzsh/ohmyzsh/master/tools/install.sh)"

pip install virtualenvwrapper

echo "source /home/ubuntu/.local/bin/virtualenvwrapper.sh" >> ~/.zshrc

If you want to install postgres, follow https://www.postgresql.org/download/

To modify postgresql root password

sudo -u postgres psql
ALTER USER postgres WITH PASSWORD 'root';

Create and activate a virtual environment.

if you installed and configured virtualenv wrapper then use the following

mkvirtualenv <env_name>
workon <env_name>

or else

virtualenv venv
source venv/bin/activate

Install the project's dependency after activating env

pip install -r requirements.txt

Env variables

• Then refer to env.md for environment variables and keep those in the .env file in the current folder as your project is in.

Docker / docker-compose

in order to use docker, please run the next commands after cloning repo:

docker build -t djcrm:1 -f docker/Dockerfile .
docker-compose -f docker/docker-compose.yml up

Note: you must have docker/docker-compose installed on your host.

next steps

python manage.py migrate
python manage.py runserver

• Then open http://localhost:8000/swagger/ in your borwser to explore API.

• After running API, Go to Frontend UI React CRM project to configure Fronted UI to interact with API.

Start celery worker in another terminal window

celery -A crm worker --loglevel=INFO

Useful tools and packages

pipdeptree # to see pip dependancy tree
black # to format code to meet python coding standards
pip-check -H  # to see upgradable packages
isort # to sort imports in python

Community

Get help or stay up to date.

• Issues
• Follow @micropyramid on Twitter
• Ask questions on Stack Overflow
• Chat with community Gitter
• For customisations, email to [email protected]

Credits

Contributors

This project exists thanks to all the people who contribute!

Feature requests and bug reports

We welcome your feedback and support, raise github issue if you want to report a bug or request new feature. we are glad to help.

For commercial support Contact us

Trigger deploy

django-crm's Issues

How to add my user in CRM ?

Hello, I am get source Django-CRM. Start server by "python manage.py runserver", open login page to CRM , but I dont know how to add my account data in to. Can you tell me how to add account date to the CRM?

add wiki

• installation
• development process
• release process

Exception Type FilterError sass: not found

trying to start your crm but gets into problems

Exception Type: FilterError
Exception Value: /bin/sh: 1: sass: not found

I am wondering if there is a dependicy missing?

Fix pagination design in all list pages

Pagination design broken

Fix it in the following list pages.

1. Users
2. Cases
3. Contacts
4. Leads
5. Opportunities
6. Cases

Add convert option in lead list page for every lead

Don't represent assigned users in bullet format

In leads list page

Show Proper Validation Message In forgot password

When we enter which is not there in the database, it should return User with email id not exists error message

When we click on "Save & New" button, the form should be redirected to create page only

But now the page is redirecting to list page

Search is not working effectively in user list page

Search should be done with single character too

App name is misspelled

The name "oppurtunity" should be changed to "opportunity", throughout the project

CSRF vulnerability almost all forms

For example USer creation form has no csrf token validation, so that attacker can create own account by sending malicious link

POC :

<tr><td>last_name</td><td><input type="text" value="abuthahir++" name="last_name"></td></tr>
<tr><td>username</td><td><input type="text" value="abu" name="username"></td></tr>
<tr><td>email</td><td><input type="text" value="[email protected]" name="email"></td></tr>
<tr><td>role</td><td><input type="text" value="" name="role"></td></tr>
<tr><td>password</td><td><input type="text" value="reset!23" name="password"></td></tr>
</table><input type="submit" value="http://django-crm.micropyramid.com/users/create/"></form></html>```




EXPLOIT REQUEST:

POST /users/create/ HTTP/1.1
Host: django-crm.micropyramid.com
User-Agent: Mozilla/5.0 (X11; Ubuntu; Linux x86_64; rv:61.0) Gecko/20100101 Firefox/61.0
Accept: text/html,application/xhtml+xml,application/xml;q=0.9,*/*;q=0.8
Accept-Language: en-GB,en;q=0.5
Accept-Encoding: gzip, deflate
Referer: https://django-crm.micropyramid.com/users/create/
Content-Type: application/x-www-form-urlencoded
Content-Length: 112
Cookie: sessionid=g8up9d4xvqga5rwk1m7f4e4mhxmy111
Connection: close
Upgrade-Insecure-Requests: 1

first_name=syed&last_name=abuthahir++&username=abu&email=test%40gmail.com&role=&password=reset%2123

After submitting the comment also, the validation message is not getting deleted in account view page

release docker images

• and add badges to README
• add docker release info to wiki

Need dashboard page

Show open closed leads, accounts, contacts, campaigns

Add login page link in the forgot password page

Can't access 'users'

After creating a superuser and logging in, I do not see the tab with 'Users'.
Any idea?

Admins not able change their password

admins not able to change password. Change password page should ask user to enter current password, new password, confirm password details.

fix CI

update fontawesome to v5 svg

Dont display comment box if user dont have permission to create comment for the account

Dont Display comment box if user dont have permission to create comment for the account in account view page

Design broken in update comment section

Display address properly in all the view pages

There is no need of the labels for address like city, state. Just display the address with the given details in a single line seperated by comma

update django to 2.0

add launch to heroku button

FilterError at /login/

Unable to apply CachedCompilerFilter (sass --scss {infile} {outfile})
Could not find an option named "scss".

Usage: sass [output]

COMPRESS_PRECOMPILERS = (
('text/less', 'lessc {infile} {outfile}'),
('text/x-sass', 'sass {infile} {outfile}'),
('text/x-scss', 'sass --scss {infile} {outfile}'),
)

I removed the -css on settings and work.
What is wrong?

Use same timezone in the entire app

Don't display table column names in list pages, if there is no data

Custom 404 & 500 Pages

Add Custom 404 & 500 pages.

Not getting validation message in the forgot password page

add invoicing feature

• create invoice and save it or keep it as draft
• send invoice to client
• add partial payments
• list all invoices
• birds eye view dashboard

Events module should be added

Email and Planner apps disabled in urls.py

You have the email and planner apps commented out in the main crm/urls.py. Is this intentional as you are still developing this CRM? Are you planning to add documentation on how to enable these features at http://django-crm.readthedocs.io ? These features/documentation would be very helpful!

# url(r'^emails/', include('emails.urls', namespace='emails')),
# url(r'^planner/', include('planner.urls', namespace='planner')),

Add profile pic option in the user profile page

We should able to create contacts, opportunities and cases in the account view page itself

Getting wrong bread crumb in all update pages

in all update pages we are getting text as "create" in the bread crumb

Add the relevant place holders in all the forms

• Login
• Forgot Password

When we click on cancel button in user update page, it should be redirected to users list page

Now the page is redirecting to profile page

Demo Credentials are not working

Credentials to CRM Dashboard:

    Email: [email protected]
    Password: admin

Not working on https://django-crm.micropyramid.com/login/?next=/

cancel or save the edit profil return 404

canceling the edit profil ( https://django-crm.micropyramid.com/users/1/edit/ ) return 404 , i don't get it why ?!! the save too

pluggable email backends

• amazon ses
• sendgrid
• mailgun
• mandrill

User Email address should not be editable for any user role

Now Admins can able to change user email address. Email address should not be editable.

Forgot Password form

"P" should be capital in the "Forgot Password" text

list users if not logged in

You have a security issue, the crm list users without the need for a login

new clean UI

Not able to create new user.

Getting error in users list page

Getting error as "403 Forbidden"

Hello vineeshan

There is already a quite far developed django based crm.
I would appreciate when we could start to work together on the same project.
Let us discuss by email [email protected]

Contact Details should be unique

Now user can able to create duplicate contacts. Those should be unique.

Display validation messages properly

• Messages should be meaningful
• Messages should be in red color
• mandatory fields should be marked with red asterisk symbol

update to bootstrap 4