CRM

This repository is a simple CRM RESTful API implementation using Django Rest Framework.

Installation

Clone this repository

git clone https://github.com/2Fac3R/crm.git

Create and start your virtual environment venv

python3 -m venv .env
source .env/bin/activate

Install requirements. Use the package manager pip

pip install -r requirements.txt

Configure database in .env file (rename .env.example to .env)

DATABASE_URL=psql://user:password@host:5432/database

Make migrations and migrate

python3 manage.py makemigrations
python3 manage.py migrate

Create a superuser

python3 manage.py createsuperuser

Run the server

python3 manage.py runserver

You can now access the API at http://127.0.0.1:8000/crm/api/v1/

If you want to have fake data to work with, seed the database using fixtures:

python3 manage.py loaddata [].json

I provided some fixtures with fake data, so you can do this:

python3 manage.py loaddata organizations.json
python3 manage.py loaddata projects.json
python3 manage.py loaddata contacts.json
python3 manage.py loaddata meetings.json

Usage

Log In.

http://127.0.0.1:8000/admin

Now you have access to the web administration site, here you can manage all the system (CRUD).

Manage models:

http://127.0.0.1:8000/admin/crm/organization/
http://127.0.0.1:8000/admin/crm/project/
...

Create a new resource:

http://127.0.0.1:8000/admin/crm/<model>/add/

Edit a resource:

http://127.0.0.1:8000/admin/crm/<model>/<id>/change/

Delete a resource:

http://127.0.0.1:8000/admin/crm/<model>/<id>/delete/

Search:

http://127.0.0.1:8000/admin/crm/<model>/?q=<search_value>

Filter:

http://127.0.0.1:8000/admin/crm/<model>/?<field>=<value>
http://127.0.0.1:8000/admin/crm/organization/?country=AD
                                            /?city=Walshborough
...
http://127.0.0.1:8000/admin/crm/project/?<model>__id__exact=<id>
http://127.0.0.1:8000/admin/crm/project/?organization__id__exact=1
...

Pagination:

http://127.0.0.1:8000/admin/crm/<model>/?p=<page_number>
http://127.0.0.1:8000/admin/crm/project/?p=2

API

In order to use the API, you need to have a token session. Get one at the following endpoint:

http://127.0.0.1:8000/crm/api/token/

Body (json):

{
    "username": "yourusername", 
    "password": "yourpassword"
}

This way you get 2 tokens, "refresh" and "access" tokens.

Use access token on your API requests, and refresh token to get a new one if your access token is expired.

http://127.0.0.1:8000/crm/api/token/refresh/

Body (json):

{
    "refresh": "<access_token_expired>"
}

Using the API

You can test the API using the http client of your preference, like curl, Postman or Insomnia.

Remember to send the token session on each request.

API Documentation:

http://127.0.0.1:8000/crm/api/swagger
http://127.0.0.1:8000/crm/api/redoc

I recommend to test the API using swagger documentation web app.

You have access to the following API routes:

http://127.0.0.1:8000/crm/api/v1/users/
http://127.0.0.1:8000/crm/api/v1/groups/
http://127.0.0.1:8000/crm/api/v1/organizations/
http://127.0.0.1:8000/crm/api/v1/projects/
http://127.0.0.1:8000/crm/api/v1/contacts/
http://127.0.0.1:8000/crm/api/v1/meetings/

Tests

You can run all tests

python3 manage.py test

Or individually

python3 manage.py test crm.tests.test_<model_in_plural>
python3 manage.py test crm.tests.test_organizations
...

Description

I decided to use the following packages:

• djangorestframework It's a powerful and flexible toolkit for building Web APIs.
• drf-yasg Automated generation of real Swagger/OpenAPI 2.0 schemas from Django REST Framework code.
• django-filter Reusable Django app allowing users to add dynamic QuerySet filtering from URL parameters.
• django-cors-headers A Django App that adds Cross-Origin Resource Sharing (CORS) headers to responses. This allows in-browser requests to your Django application from other origins.
• rest_framework_simplejwt Simple JWT is a JSON Web Token authentication plugin for the Django REST Framework.

You can find more details about others in requirements.txt file.

TODO:

• Extra Web/React (in progress) or Mobile/React Native app.

Contributing

Pull requests are welcome. For major changes, please open an issue first to discuss what you would like to change.

Any feedback is appreciated.