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CRM plugin

Added by Kirill Bezrukov (RedmineUP) about 14 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 Terence Mill over 13 years ago

Yes i did, and nothing changed-- strange

RE: Contacts plugin - Added by Terence Mill over 13 years ago

Ok i got it!

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

Terence Mill wrote:

Ok i got it!

What was the reason?

RE: Contacts plugin - Added by Terence Mill over 13 years ago

wrong migrate command
migrate instead of migrate_plugins

RE: Contacts plugin - Added by Razvan Deaconescu over 13 years ago

Hi!

I'm having the following trouble when running the Contacts plugin:

ActionView::TemplateError (Mysql::Error: Unknown column 'contacts.project_id' in 'IN/ALL/ANY subquery': SELECT tags.*, taggings.tags_count AS count FROM 
`tags`  JOIN (SELECT taggings.tag_id, COUNT(taggings.tag_id) AS tags_count FROM `taggings`  INNER JOIN contacts ON contacts.id = taggings.taggable_id 
WHERE (taggings.taggable_type = 'Contact')  GROUP BY taggings.tag_id HAVING COUNT(*) > 0 AND COUNT(taggings.tag_id) > 0) AS taggings ON 
taggings.tag_id = tags.id WHERE (1=1 AND (contacts.project_id IN (SELECT projects.id FROM projects WHERE projects.status=1 AND projects.id IN (SELECT 
em.project_id FROM enabled_modules em WHERE em.name='contacts_module')))) ) on line #40 of 
vendor/plugins/redmine_contacts/app/views/contacts/index.html.erb:
37:     
38:     <h3><%= l(:label_tags_plural) %></h3>
39:     <div id="tags">
40:         <%= render :partial => "tags_item", :collection => @tags, :locals => {:is_note => false}  %>
41:     </div>
42: 
43: 

    /usr/lib/ruby/1.8/active_record/connection_adapters/abstract_adapter.rb:219:in `log'
    /usr/lib/ruby/1.8/active_record/connection_adapters/mysql_adapter.rb:323:in `execute'
    /usr/lib/ruby/1.8/active_record/connection_adapters/mysql_adapter.rb:608:in `select'
...

I've run the above query directly in the MySQL CLI and it doesn't work, although the contacts table is OK and the project_id column is valid:

mysql> SELECT tags.*, taggings.tags_count AS count FROM `tags`  JOIN (SELECT taggings.tag_id, COUNT(taggings.tag_id) AS tags_count FROM `taggings`  
INNER JOIN contacts ON contacts.id = taggings.taggable_id WHERE (taggings.taggable_type = 'Contact')  GROUP BY taggings.tag_id HAVING COUNT(*) > 0 
AND COUNT(taggings.tag_id) > 0) AS taggings ON taggings.tag_id = tags.id WHERE (1=1 AND (contacts.project_id IN (SELECT projects.id FROM projects 
WHERE projects.status=1 AND projects.id IN (SELECT em.project_id FROM enabled_modules em WHERE em.name='contacts_module'))));
ERROR 1054 (42S22): Unknown column 'contacts.project_id' in 'IN/ALL/ANY subquery'
mysql> select contacts.project_id from contacts;
Empty set (0.00 sec)

Can anyone suggest what might be the cause of this?

I'm running Redmine 1.0.0, with the following plugins:

root@redmine:/usr/share/redmine# ls vendor/plugins/
acts-as-taggable-on        awesome_nested_set      redmine_doc_pu
acts_as_activity_provider  classic_pagination      redmine_doodles
acts_as_attachable         coderay-0.9.2           redmine_favourites
acts_as_customizable       engines                 redmine_polls
acts_as_event              gravatar                redmine_reminder
acts_as_list               open_id_authentication  redmine_whining-master
acts_as_searchable         prepend_engine_views    redmine_wiki_extensions
acts_as_tree               redmine_blocks          rfpdf
acts_as_versioned          redmine_bookmarks       ruby-net-ldap-0.0.4
acts_as_watchable          redmine_contacts

RE: Contacts plugin - Added by Terence Mill over 13 years ago

BUG REPORT

I am getting an erro on creating a new tag on contact:

NoMethodError (undefined method `color=' for #<ActsAsTaggableOn::Tag id: nil, name: "mytag2">):
  /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/tag.rb:47:in `find_or_create_all_with_like_by_name'
  /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/tag.rb:47:in `map'
  /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/tag.rb:47:in `find_or_create_all_with_like_by_name'
  /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on/core.rb:216:in `save_tags'
  /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on/core.rb:210:in `each'
  /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on/core.rb:210:in `save_tags'
  vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:139:in `edit_tags'
  passenger (2.2.14) lib/phusion_passenger/rack/request_handler.rb:92:in `process_request'
  passenger (2.2.14) lib/phusion_passenger/abstract_request_handler.rb:207:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:441:in `start_request_handler'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:381:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/utils.rb:252:in `safe_fork'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:377:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:163:in `start'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:222:in `start'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:262:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:126:in `lookup_or_add'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:256:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:80:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:79:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:255:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:154:in `spawn_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:287:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'
<pre>

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

Terence Mill wrote:

I am getting an erro on creating a new tag on contact:

> NoMethodError (undefined method `color=' for #<ActsAsTaggableOn::Tag id: nil, name: "mytag2">):

To resolve this problem U should run rake db:migrate_plugins or add "color: integer" field to tags table

Please describe sequence of plugins setup

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

Razvan Deaconescu wrote:

I'm having the following trouble when running the Contacts plugin:
I've run the above query directly in the MySQL CLI and it doesn't work, although the contacts table is OK and the project_id column is valid:

It looks like U use last multiproject version from svn trunk, and it is not stable and it is not the last. Is it?

RE: Contacts plugin - Added by Terence Mill over 13 years ago

German Locale for 1.1.6

de.yml (3.17 KB) de.yml

RE: Contacts plugin - Added by Terence Mill over 13 years ago

I completly unisnatlled the redmine_contact this way:

server:/usr/local/lib/redmine-1.1.2# rake db:migrate:plugin NAME=redmine_contacts VERSION=0 RAILS_ENV=production
(in /usr/local/lib/redmine-1.1.2)
Migrating redmine_contacts to version 0 ...
==  ChangeTagsTables: reverting ===============================================
-- rename_column(:taggings, :taggable_id, :container_id)
rake aborted!
An error has occurred, all later migrations canceled:

Mysql::Error: Table 'redmine.taggings' doesn't exist: SHOW FIELDS FROM `taggings`

(See full trace by running task with --trace)
server:/usr/local/lib/redmine-1.1.2#
<pre>

The i reinstalled it this way:

<pre>
server:/usr/local/lib/redmine-1.1.2# rake db:migrate_plugins RAILS_ENV=production --verbose
(in /usr/local/lib/redmine-1.1.2)
Migrating engines...
Migrating acts_as_activity_provider...
Migrating acts_as_attachable...
Migrating acts_as_customizable...
Migrating acts_as_event...
Migrating acts_as_list...
Migrating acts_as_searchable...
Migrating acts_as_tree...
Migrating acts_as_versioned...
Migrating acts_as_watchable...
Migrating awesome_nested_set...
Migrating classic_pagination...
Migrating gravatar...
Migrating open_id_authentication...
Migrating prepend_engine_views...
Migrating projects_tree_view...
Migrating question_plugin...
Migrating redmine-graphs-plugin...
Migrating redmine-system-notification-plugin...
Migrating redmine_assets_plugin...
Migrating redmine_bbb...
Migrating redmine_boards_watchers...
Migrating redmine_checkout...
Migrating redmine_code_review...
*Migrating redmine_contacts...*
Migrating redmine_doodles...
Migrating redmine_embedded_video...
Migrating redmine_extended_spent_time...
Migrating redmine_goyello_stuff_to_do...
Migrating redmine_http_auth...
Migrating redmine_hudson...
Migrating redmine_icalendar_export...
Migrating redmine_importer...
Migrating redmine_issue_history...
Migrating redmine_issue_history_tabs...
Migrating redmine_jchat...
Migrating redmine_lightbox...
Migrating redmine_loader...
Migrating redmine_local_avatars...
Migrating redmine_logs...
Migrating redmine_my_widgets...
Migrating redmine_mylyn_connector...
Migrating redmine_openfire...
Migrating redmine_opensearch...
Migrating redmine_pastebin...
Migrating redmine_screenshot_paste...
Migrating redmine_show_descriptions...
Migrating redmine_vote...
Migrating redmine_webdav...
Migrating redmine_wiki_extensions...
Migrating redmine_wikicreole_formatter...
Migrating redmine_workflow_viz...
Migrating redmine_xapian...
Migrating redmine_xls_export...
Migrating rfpdf...
Migrating ruby-net-ldap-0.0.4...
server:/usr/local/lib/redmine-1.1.2#

</pre>

Seems a s the tables don't get created now. Dunny why.

Wehn

RE: Contacts plugin - Added by Terence Mill over 13 years ago

When requesting "https://sid-repo.dsv-gruppe.de/contacts" i get redmine 5oo error and log file..

ActiveRecord::StatementInvalid (Mysql::Error: Table 'redmine.tags' doesn't exist: SHOW FIELDS FROM `tags`):
  /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on/core.rb:51:in `grouped_column_names_for'
  /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_on/collection.rb:117:in `all_tag_counts'
  vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:372:in `find_tags'
  vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:57:in `index'
  passenger (2.2.14) lib/phusion_passenger/rack/request_handler.rb:92:in `process_request'
  passenger (2.2.14) lib/phusion_passenger/abstract_request_handler.rb:207:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:441:in `start_request_handler'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:381:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/utils.rb:252:in `safe_fork'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:377:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:163:in `start'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:222:in `start'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:262:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:126:in `lookup_or_add'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:256:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:80:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:79:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:255:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:154:in `spawn_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:287:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'

The whole table is missing.
Why is it not created ibn migrate?

I checked twice i am using the 1.1.6 of redmine_contacts

RE: Contacts plugin - Added by Terence Mill over 13 years ago

Is there a own installation process for acts-as-taggable? Are there any tables that must set up only for acts-as-taggable(I mean only separately for acts-as-taggable and which are not setup in contacts plugin migration)? I don't have a plugin names "acts-as-taggable" in my vendors dir, altough there is one in web for redmine? Is it aplugon or a gem or part of redmine. How can in reinstall stall it? I would need an installation guide if that'ss the point.

I had a lot of problems with migration toegteher with redmine_tags and redmine_contacts plugin, so i dropped table tags and taagable completly. I thought the plugins (at least yours) will recreate them if i deinstall (migrate to version 0) both of them. Maybe just give me the sql to setup them up for the latest version, cause the whole migration thing seems not to be very stable on my installation.

Tx a lot for ur help!

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

Terence Mill wrote:

Is there a own installation process for acts-as-taggable? Are there any tables that must set up only for acts-as-taggable(I mean only separately for acts-as-taggable and which are not setup in contacts plugin migration)? I don't have a plugin names "acts-as-taggable" in my vendors dir, altough there is one in web for redmine? Is it aplugon or a gem or part of redmine. How can in reinstall stall it? I would need an installation guide if that'ss the point.

I had a lot of problems with migration toegteher with redmine_tags and redmine_contacts plugin, so i dropped table tags and taagable completly. I thought the plugins (at least yours) will recreate them if i deinstall (migrate to version 0) both of them. Maybe just give me the sql to setup them up for the latest version, cause the whole migration thing seems not to be very stable on my installation.

Tx a lot for ur help!

I made check in my plugin migration, and if U have installed acts_as_taggable plugin and database table for it, contacts will not to try add this tables.
Anywhere, if want install tags tables for redmine_tags and etc. plugins, just install contacts plugin and run migration for it, and don't run other migration for tags tables creating.

By steps:

  1. Copy or checkout plugins to vendor/plugins
  2. run rake gem:install
  3. run rake db:migrate:plugin NAME=redmine_conctacts RAILS_ENV=production

and all plugins should be works

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

New version with multi projects support released

  • contacts across projects
  • New avatars for contacts, deals and companies
  • Multi tags filtering
  • Gravatar support for contact avatar by first email

RE: Contacts plugin - Added by Hans Bangkok over 13 years ago

Kirill

Thanks so much for your ongoing development of this important contribution.

The installation went very smoothly, other than the fact that acts-as-taggable-on needs to be installed first, but I figured that out.

Here are some suggested edits to your README.rdoc to add a little more detail for us noobs, something along these lines:
@ = Contacts plugin

To install
Copy redmine_contacts_plugin to vendor/plugins on your redmine path or
 svn co http://hgftr.ru/svn/repository/redmine/redmine_contacts/trunk/ redmine_contacts
 Run rake db:migrate_plugins RAILS_ENV=production
  • This plugin cannot be used in the same Redmine instance as the "redmine_customer" plugin

For those who don't yet have the prerequisite plugin acts-as-taggable-on, before installing this plugin execute: rake gems:install RAILS_ENV=production

your system should respond with something like:
gem install acts-as-taggable-on --version "= 2.0.6"
Successfully installed acts-as-taggable-on-2.0.6

*

To uninstall 
rake db:migrate:plugin NAME=redmine_contacts VERSION=0 RAILS_ENV=production 
rm -r vendor/plugins/redmine_contacts

@

I've been trying to find and install a general-purpose tagging plugin for Redmine (current release, running on WinXPsp3 + your plugin of course), but I've had a lot of trouble getting them working (no Git). Can you suggest which tagging plugin works well (stability and features) so I can follow up with its author? Is redmine_tags a good one?

Thanks, Hans

RE: Contacts plugin - Added by Hans Bangkok over 13 years ago

I tried to register for your Redmine but couldn't:

Email notifications is not included in the list

It also wouldn't let me leave email blank.

I'd like to request that it be possible to associate existing issues with contacts rather than being forced to re-create them from the contact's page. I believe his could be done with javascript without all the other changes required to integrate issues with contacts (custom fields, search, queries etc.)

Thanks.

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

Hans Bangkok wrote:

I tried to register for your Redmine but couldn't:

Email notifications is not included in the list

It also wouldn't let me leave email blank.

I'd like to request that it be possible to associate existing issues with contacts rather than being forced to re-create them from the contact's page. I believe his could be done with javascript without all the other changes required to integrate issues with contacts (custom fields, search, queries etc.)

Thanks.

It is already possible in issue show page in sidebar

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

New 1.2.1 version released

Many new features download

  • Added filters to contacts and deals list
  • List of recently viewed contacts and deals
  • Added permissions for delete own notes
  • Edit contacts and deals notes
  • Note show page
  • Show thumbnails for notes images
  • Avatars and attachments preview thumbnails with rmagick
  • Find and merge duplicates for contacts
  • Make thumbnails by rmagick
  • Thubnails for images added to note
  • Settings for thumbnails and tags
  • Search by many words in live-seach in contacts list

New filters

Notes view and edit forms

Plugin settings

Work with duplicates

Thumbnails for attached to notes images

Search by many words

Download all files
6.png (56.2 KB) 6.png
7.png (133 KB) 7.png
8.png (27.5 KB) 8.png
1.png (39.3 KB) 1.png
2.png (27.2 KB) 2.png
3.png (80.6 KB) 3.png
4.png (82 KB) 4.png
5.png (59.5 KB) 5.png

RE: Contacts plugin - Added by Mario Glockner over 13 years ago

Hello Kirill,

thanks a lot für that great plugin! Unfortunately, I miss, imo, an essential view: Projects per Customer!
There's an overview Tickets per Customer, but the view "Which Project belongs to which customer" is missing :-/
Perhaps theres the possibility to generate an new view on the Projects-homepage like: Project-name ---- Project Number ---- Project Customer (+Project assignment in Customer Details...)

Just my thoughts, I'd be happy if you think about it! Thank you very much!

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

Mario Glockner wrote:

thanks a lot für that great plugin! Unfortunately, I miss, imo, an essential view: Projects per Customer!
There's an overview Tickets per Customer, but the view "Which Project belongs to which customer" is missing :-/
Perhaps theres the possibility to generate an new view on the Projects-homepage like: Project-name ---- Project Number ---- Project Customer (+Project assignment in Customer Details...)

Thank you Mario!

I agree that where is no info about connection contact to project. Now you can see it in contact edit form.
I didn't add it to contact show page because it is too big and too slow and have too many related objects.

RE: Contacts plugin - Added by Mario Glockner over 13 years ago

Kirill Bezrukov wrote:

Mario Glockner wrote:

thanks a lot für that great plugin! Unfortunately, I miss, imo, an essential view: Projects per Customer!
There's an overview Tickets per Customer, but the view "Which Project belongs to which customer" is missing :-/
Perhaps theres the possibility to generate an new view on the Projects-homepage like: Project-name ---- Project Number ---- Project Customer (+Project assignment in Customer Details...)

Thank you Mario!

I agree that where is no info about connection contact to project. Now you can see it in contact edit form.
I didn't add it to contact show page because it is too big and too slow and have too many related objects.

Hello Kirill,

thank you for your answer! Unfortunately I don't see any project-relation in the contact edit form - running v.1.2.1.
Perhaps you can release this feature as an optional module? That would be really great!

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

thank you for your answer! Unfortunately I don't see any project-relation in the contact edit form - running v.1.2.1.
Perhaps you can release this feature as an optional module? That would be really great!

Here is example

1.png (86 KB) 1.png

RE: Contacts plugin - Added by Mario Glockner over 13 years ago

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!

RE: Contacts plugin - Added by Francisco José Martínez over 13 years ago

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.

Any help?

RE: Contacts plugin - Added by Francisco José Martínez over 13 years ago

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.

Any help?

Gotcha!

First uninstall using:

rake db:migrate:plugin NAME=redmine_contacts VERSION=0 RAILS_ENV=production

Then install 1.1.6

Anyway I think using 

rake db:migrate:plugin NAME=redmine_contacts VERSION=1.1.6 RAILS_ENV=production

works too, but i dont know

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