CRM plugin

Added by Kirill Bezrukov almost 7 years ago

This plugin like a light CRM which you can manage customers and contacts, track tasks and store files

Features:

  • Common contacts list
  • Project contacts list
  • Contact notes
  • Contact attaches
  • Issues related to contacts (in contact page and in issue page)
  • Basic deals info
  • Tags
  • Multi language

Download

Demo


Replies (170)

RE: Contacts plugin - Added by Kirill Bezrukov over 6 years ago

Francisco José Martínez wrote:

Francisco José Martínez wrote:

The version 1.2.1 doesn't work for me beacuse i use redmine 1.0.X. Do you know how to downgrade to version 1.1.6.?

I'm trying uninstall 1.2.1, and then install 1.1.6 but i get some errors using the plugins because some database columns don't exists.

I will fix it in 1.2.2

Now you could install 1.2.0 it work's with 1.0.x

RE: Contacts plugin - Added by Kirill Bezrukov over 6 years ago

Mario Glockner wrote:

Oh I see, thank you! As I said, it would be very great, If there'd be a view or page where I can get this information consolidated!

I don't understand what do you mean? Could you make sketch?

RE: Contacts plugin - Added by Mario Glockner over 6 years ago

Of course, perhaps something like this:

pm1.jpg (109 KB)

pm2.jpg (84.4 KB)

RE: Contacts plugin - Added by Francisco José Martínez over 6 years ago

I will fix it in 1.2.2

Now you could install 1.2.0 it work's with 1.0.x

I installed 1.2.0 version and work fine.
But i have a problem:
I've created 2 contacts: person1 and person2, then I create a new issue from contact menu (in sidebar) with person1, it's OK.
Now I want add a person2 to Contact list (in a issue). When I click on "Add" link doesn't show anything. Is this normal?
How can i add new contact to contact list?

RE: Contacts plugin - Added by Francisco José Martínez over 6 years ago

I read this message from log when i click on "Add" link

Processing ContactsController#add_contact_to_issue (for 192.168.111.11 at 2011-04-20 14:01:10) [POST]
  Parameters: {"issue_id"=>"8376", "project_id"=>"test1", "action"=>"add_contact_to_issue", "authenticity_token"=>"--------", "controller"=>"contacts"}
Filter chain halted as [:find_contact] rendered_or_redirected.
Completed in 3ms (View: 1, DB: 0) | 404 Not Found [http://mypage/contacts/add_contact_to_issue?issue_id=8376&project_id=test1]

I hope it's help!

RE: Contacts plugin - Added by Kirill Bezrukov over 6 years ago

Francisco José Martínez wrote:

I read this message from log when i click on "Add" link
[...]

I hope it's help!

I've send you new beta to email

Can't install Contacts plugin - Added by Alexander Sapozhnikov over 6 years ago

I try to install Contacts plugin 1.2.1 but migration does not work, I got error:

==  CreateContactsProjects: migrating =========================================
-- create_table(:contacts_projects, {:id=>false})
rake aborted!
An error has occurred, all later migrations canceled:

Mysql::Error: Table 'contacts_projects' already exists: CREATE TABLE `contacts_projects` (`project_id` int(11) DEFAULT 0 NOT NULL, `contact_id` int(11) DEFAULT 0 NOT NULL) ENGINE=InnoDB

It seems that migration script tries to create table without checking of its existence. But table 'contacts_projects' may exists after previous failed migration.

When I delete table 'contacts_projects' and ran migration again I got another error:

==  CreateContactsProjects: migrating =========================================
-- create_table(:contacts_projects, {:id=>false})
   -> 0.0419s
-- add_index(:contacts_projects, [:project_id, :contact_id], {:name=>"id_idx"})
   -> 0.1566s
rake aborted!
An error has occurred, all later migrations canceled:

Mysql::Error: Table 'redmine_test.contacts' doesn't exist: SELECT * FROM `contacts`

db/migrate/019_create_contacts_projects.rb and other migration scripts doesn’t contains command for 'contacts' table creation.

I tried sometimes redmine-customer-plugin — may be this module is root of troubles? I’ve install this module again and remove it:

rake db:migrate:plugin NAME=redmine-customer-plugin VERSION=0 RAILS_ENV=development
It didn’t help me.

What can I do?

P. S. http://hgftr.ru/svn/repository/redmine/redmine_contacts/trunk/ doesn’t work: 502 Bad Gateway

RE: Contacts plugin - Added by Terence Mill over 6 years ago

The contacts migrations is messed up, i had similar and worse problems. At the moment i don't have my papers around i wrote the exact howto workaround, but the summary was to clean up redmine's plugins migrations table from all contact's entries and remove all contacts tables from db and reinstall the complete plugin afterwards. Be aware that you will loose all contacts data on this approach.
The problems occours if you migrate down or reisntall sometimes, because there are a lot of errors i migration scripts history.

RE: Contacts plugin - Added by Kirill Bezrukov over 6 years ago

Terence Mill wrote:

The contacts migrations is messed up, i had similar and worse problems. At the moment i don't have my papers around i wrote the exact howto workaround, but the summary was to clean up redmine's plugins migrations table from all contact's entries and remove all contacts tables from db and reinstall the complete plugin afterwards. Be aware that you will loose all contacts data on this approach.
The problems occours if you migrate down or reisntall sometimes, because there are a lot of errors i migration scripts history.

After manualy deleting all plugin tables, such:

  • contacts
  • deals
  • contacts_deals
  • contacts_issues
  • contacts_projects
  • recently_vieweds
  • notes
And if you don't have any plugins which use tags
  • tags
  • taggings

After should delete all x-redmine_contacts records from shema_migrations table

RE: Contacts plugin - Added by Alexander Sapozhnikov over 6 years ago

I have no tables from this list: I’ve drop contacts_projects, tags and taggings tables, rest of list didn’t exist.

But I got same error:

==  CreateContactsProjects: migrating =========================================
-- create_table(:contacts_projects, {:id=>false})
   -> 1.3342s
-- add_index(:contacts_projects, [:project_id, :contact_id], {:name=>"id_idx"})
   -> 0.1677s
rake aborted!
An error has occurred, all later migrations canceled:

Mysql::Error: Table 'redmine_test.contacts' doesn't exist: SELECT * FROM `contacts` 

RE: Contacts plugin - Added by Kirill Bezrukov over 6 years ago

Alexander Sapozhnikov wrote:

I have no tables from this list: I’ve drop contacts_projects, tags and taggings tables, rest of list didn’t exist.

But I got same error: [...]

You should delete all x-redmine_contacts records from shema_migrations table

RE: Contacts plugin - Added by Alexander Sapozhnikov over 6 years ago

DELETE FROM schema_migrations WHERE version LIKE '%contacts%';
is more clean than «delete all x-redmine_contacts records from shema_migrations table».

OK. I delete these data:

mysql> SELECT * FROM schema_migrations WHERE version LIKE '%contacts%';
+-------------------------+
| version                 |
+-------------------------+
| 1-redmine_contacts_new  | 
| 10-redmine_contacts_new | 
| 11-redmine_contacts_new | 
| 12-redmine_contacts_new | 
| 13-redmine_contacts_new | 
| 14-redmine_contacts_new | 
| 15-redmine_contacts_new | 
| 16-redmine_contacts_new | 
| 17-redmine_contacts_new | 
| 18-redmine_contacts     | 
| 2-redmine_contacts_new  | 
| 3-redmine_contacts_new  | 
| 4-redmine_contacts_new  | 
| 5-redmine_contacts_new  | 
| 6-redmine_contacts_new  | 
| 7-redmine_contacts_new  | 
| 8-redmine_contacts_new  | 
| 9-redmine_contacts_new  | 
+-------------------------+
18 rows in set (0.01 sec)

mysql> DELETE FROM schema_migrations WHERE version LIKE '%contacts%';
Query OK, 18 rows affected (0.05 sec)

mysql> DROP TABLE contacts_projects;
Query OK, 0 rows affected (0.03 sec)
And spawned migration. It works. Thank you.

RE: Contacts plugin - Added by Alexander Sapozhnikov over 6 years ago

Now I can see list of contacts and I can add new one.
But I can not see contact: I got Error message:
Expected /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on.rb to define ActsAsTaggableOn::ActsAsTaggableOn

Specified file exists and is readable:

# ls -l /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on.rb
-rw-r--r--  1 root  wheel  1548 Apr 22 21:48 /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on.rb

Is this bug of of acts-as-taggable-on? There’s open issue at GitHub with similar error.

acts-as-taggable-on installed via rake gems:install

Is there any method of using redmine-contacts with buggy acts-as-taggable-on?

RE: Contacts plugin - Added by Kirill Bezrukov over 6 years ago

Alexander Sapozhnikov wrote:

Now I can see list of contacts and I can add new one.
But I can not see contact: I got Error message:
Expected /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on.rb to define ActsAsTaggableOn::ActsAsTaggableOn

Specified file exists and is readable: [...]

Is this bug of of acts-as-taggable-on? There’s open issue at GitHub with similar error.

acts-as-taggable-on installed via rake gems:install

Is there any method of using redmine-contacts with buggy acts-as-taggable-on?

Check vendor/plugins folder, if acts-as-taggable-on is there, try to delete it

RE: Contacts plugin - Added by Alexander Sapozhnikov over 6 years ago

I tried both variants: with and without vendor/plugins/acts-as-taggable-on. Even vendor/plugins/acts-as-taggable-on deleted I see same error.

Full output from console:

/usr/local/lib/ruby/gems/1.8/gems/actionpack-2.3.11/lib/action_controller/mime_type.rb:80: warning: already initialized constant VCF
  SQL (0.9ms)   SET NAMES 'utf8'
  SQL (0.6ms)   SET SQL_AUTO_IS_NULL=0

Processing ContactsController#show (for [my IP here] at 2011-04-23 10:47:45) [GET]
  Parameters: {"action"=>"show", "id"=>"1", "controller"=>"contacts"}
  Setting Columns (1.8ms)   SHOW FIELDS FROM `settings`
  SQL (1.3ms)   SELECT max(`settings`.updated_on) AS max_updated_on FROM `settings` 
  User Columns (1.9ms)   SHOW FIELDS FROM `users`
  User Load (1.1ms)   SELECT * FROM `users` WHERE (`users`.`id` = 3) AND (users.status = 1) AND ( (`users`.`type` = 'User' OR `users`.`type` = 'AnonymousUser' ) ) 
  SQL (5.9ms)   SHOW TABLES
  Contact Columns (10.0ms)   SHOW FIELDS FROM `contacts`
  Contact Load (1.2ms)   SELECT * FROM `contacts` WHERE (`contacts`.`id` = 1) 
  ActsAsTaggableOn::Tagging Load (1.0ms)   SELECT `taggings`.* FROM `taggings` WHERE (`taggings`.`taggable_id` = 1 and `taggings`.`taggable_type` = 'Contact' AND (taggings.tagger_id IS NULL AND taggings.context = 'tags')) 

LoadError (Expected /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on.rb to define ActsAsTaggableOn::ActsAsTaggableOn):
  vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:158:in `find_contact'
  /usr/local/lib/ruby/1.8/webrick/httpserver.rb:104:in `service'
  /usr/local/lib/ruby/1.8/webrick/httpserver.rb:65:in `run'
  /usr/local/lib/ruby/1.8/webrick/server.rb:173:in `start_thread'
  /usr/local/lib/ruby/1.8/webrick/server.rb:162:in `start'
  /usr/local/lib/ruby/1.8/webrick/server.rb:162:in `start_thread'
  /usr/local/lib/ruby/1.8/webrick/server.rb:95:in `start'
  /usr/local/lib/ruby/1.8/webrick/server.rb:92:in `each'
  /usr/local/lib/ruby/1.8/webrick/server.rb:92:in `start'
  /usr/local/lib/ruby/1.8/webrick/server.rb:23:in `start'
  /usr/local/lib/ruby/1.8/webrick/server.rb:82:in `start'

Rendered rescues/_trace (557.0ms)
Rendered rescues/_request_and_response (46.5ms)
Rendering rescues/layout (internal_server_error)
All SQL queries listed above are correct and successfully executed.

RE: Contacts plugin - Added by Alex A over 6 years ago

Does this plugin work with non MySql database (e.g. postgresql)?

RE: Contacts plugin - Added by Kirill Bezrukov over 6 years ago

Alex A wrote:

Does this plugin work with non MySql database (e.g. postgresql)?

Now I have problems with Postgres, because I don't have experience on it. I've tested plugin only in SQLite and MySQL
I'm gonna porting plugin to postgres in future

RE: Contacts plugin - Added by Terence Mill over 6 years ago

I tried to register at http://redmine.hgftr.ru but but i can't login and don't get an i get an email send for password reset.
Can u check please for user "cforce" tx.

RE: Contacts plugin - Added by Jan Wedekind over 6 years ago

Hi,

I also just ran into this problem. When I try to run rake db:migrate:plugins it always ends with this error

Mysql::Error: Table 'contacts_projects' already exists: CREATE TABLE `contacts_projects` (`project_id` int(11) DEFAULT 0 NOT NULL, `contact_id` int(11) DEFAULT 0 NOT NULL) ENGINE=InnoDB

no matter if I run

rake db:migrate:plugins RAILS_ENV=production

or
rake db:migrate:plugins PLUGIN=redmine_contacts VERSION=0 RAILS_ENV=production

in order to get rid of it.

Is there any way I can delete the whole thing?

Also, how can I grab the data that is in there? Is there a simple way to dump the data in "Contacts" into a CSV or XML/JSON or something?

Many thanks!

RE: Contacts plugin - Added by Jan Wedekind over 6 years ago

Thanks!

But then I lose all data, right? Do you know how I can grab the data? Any structured format would do really (but I am a total MySQL wuss, sorry :( So anything would help really.

RE: Contacts plugin - Added by Terence Mill over 6 years ago

If there is a expert knowing this, its

  • Kirill Bezrukov.*

Maybe wait some time and he will see this post

Would be geart if this bugs could be fixed anyway. I am afraid updating every time.

Cheers

RE: Contacts plugin - Added by Kirill Bezrukov over 6 years ago

Jan Wedekind wrote:

Thanks!

But then I lose all data, right? Do you know how I can grab the data? Any structured format would do really (but I am a total MySQL wuss, sorry :( So anything would help really.

What the last working version do you have? And after which version do you have this problem.

If you wanna export contacts to XML, you should write yourRedmine/contacts.xml, but it exports only contacts data without comments and deals and related tasks.

And I can try to migrate your database if it is not so private

RE: Contacts plugin - Added by Jan Wedekind over 6 years ago

Hi,

Version is 1.2.1. Thanks a lot for the XML tip! Will do that now just to be on the save side. There are practically no comments etc yet, so that's fine for now!

I can't really say anymore when it started. We migrated Redmine to a new server. Worked fine at the start, and then after one db:migrate:plugins, the error messages started.

RE: Contacts plugin - Added by Kirill Bezrukov over 6 years ago

Jan Wedekind wrote:

Hi,

Version is 1.2.1. Thanks a lot for the XML tip! Will do that now just to be on the save side. There are practically no comments etc yet, so that's fine for now!

I can't really say anymore when it started. We migrated Redmine to a new server. Worked fine at the start, and then after one db:migrate:plugins, the error messages started.

May be some other plugins have such table name. Try install only one contacts plugin and after add plugins by queue

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