bernhard

Custom Office Management CRM/Controlling Software

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mockup_rockcrm.800x0.png

 

https://www.baumrock.com/portfolio/individuelles-crm-und-controlling-tool/

 

I'm happy to share my biggest and most interesting ProcessWire project so far with you :) It's a 100% custom office-management solution that helps my client to keep track of all their contacts, projects and finance/controlling stuff.

Conception was done back in 2016 and the software is productive since begin of this year. My client is very happy with the result and so am I.

 

Some technical insights:

  • Everything is done inside the PW Admin. I'm using the Reno Theme with some custom colors. In the beginning I was not sure if I should stay with the pw admin or build my own admin-framework but now I'm VERY happy that I went with PW :)
  • Almost all of my custom Process Pages use my RockDatatables module - there are still some limitations but without it, this project would not have been possible
  • For the charts I used Google Charts and chartjs - both play well together with the datatables and make it possible to display filtered data instantly:
    filter.thumb.gif.af03e64f9ffe7a6249ec3179c1fa3f97.gif
     
  • also my handsontable module was created for this project to have a nice and quick option for matrix data inputs:
    59bbc7304fd94_2017-09-1514_25_58-EinstellungenProcessWireerp.baumrock_com.png.e6be90b44a3a592cda1bf2521dbff0d6.png
     
  • Lister and ListerPro were no options as i needed much more flexibility regarding data presentation (like colorization, filtering and building sums of selected rows):
    tablesum.gif
     
  • invoices are highly customisable as well and easy to create. PDFs are created by php and mPDF
    invoice.gif

 

by the way: all data is dummy data populated via my Module RockDummyData ;)

 

have a nice weekend everybody :)

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I knew you were up to something :P Great work and also thanks for sharing the modules. Keep it up!

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wow congrats on this hell of an achievement, also demonstrating the power of processwire as an app development framework.

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9 hours ago, Sephiroth said:

This is a really BIG Project you should write an article around this especially a case study

Is this a ProcessWire friday happiness guest blog post request I'm reading?! :D 'cause it would be awesome.

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@bernhard This looks amazing!

I developed a CRM for a customer using ListerPro with some custom enhancements, but this is another level up! Must have been a LOT of work. Hope you were paid well :)

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thank you all for your kind words! :) 

43 minutes ago, thetuningspoon said:

ListerPro with some custom enhancements

would be nice to see some screenshots or to hear what you did :)

 

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Here's a fairly easy question:

With regard to the invoice GIF you shared, I hadn't ever seen auto-suggest/auto-fill links used before ... Is that a component built into core, an existing module, or something you customized?

Everything else shown is enormously impressive. I'd like to think that PW is still running blazingly fast, but I'll ask anyway: is PW still running efficiently for the client (and during your mockdata testing)?

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9 minutes ago, BrendonKoz said:

With regard to the invoice GIF you shared, I hadn't ever seen auto-suggest/auto-fill links used before ... Is that a component built into core, an existing module, or something you customized?

it's one of many custom "hacks" ;)

all the items can be set by the client on a custom settings page. it's a regular repeater. then there is a hook that renders that items as field description and some javascript that adds the html to the ckeditor.

9 minutes ago, BrendonKoz said:

Everything else shown is enormously impressive. I'd like to think that PW is still running blazingly fast, but I'll ask anyway: is PW still running efficiently for the client (and during your mockdata testing)?

thanks. no problem at all. but there's not really a lot of data... the table showing all the revenues for different years is a custom DB-view because there's no built in possibility for such listings in pw. the pw alternative would be many many foreach loops and thats a no-go.

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28 minutes ago, bernhard said:

it's one of many custom "hacks" ;)

all the items can be set by the client on a custom settings page. it's a regular repeater. then there is a hook that renders that items as field description and some javascript that adds the html to the ckeditor.

I would love to see that hack/hooks :-) 

I admire this PW community, showing their work, coming up with great ideas and helping other.

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32 minutes ago, matjazp said:

I would love to see that hack/hooks :-) 

nothing fancy here. you see it's not polished and some hardcoded values...

the javascript to handle the clicks:

$(document).on('click', '.ckesnippet', function() {
    // find correct ckeditor instance
    $field = $(this).closest('li.Inputfield');
    var id = $field.attr('id');
    var ckename = id.replace('wrap_','');

    var cke = CKEDITOR.instances[ckename];
    var data = cke.getData();
    cke.setData(data + $(this).data('snippet'));
    return false;
});

and the hook to modify the field:

$this->addHookBefore('InputfieldTextarea::render', $this, function($event) {
        $field = $event->object;
        if($field->name == 'rockinvoice_suffix') {
            $del = '';
            foreach($this->wire->pages->get(38967)->texttemplates as $item) {
                $field->entityEncodeText = false;
                $field->description .= $del . '<a href="#" class="ckesnippet" data-snippet="' . str_replace(PHP_EOL, '', $item->body) . '">' . $item->title . '</a>';
                $del = ' | ';
            }
        }
        elseif($field->name == 'rockinvoice_prefix') {
            $del = '';
            foreach($this->wire->pages->get(38967)->texttemplates_greeting as $item) {
                $field->entityEncodeText = false;
                $field->description .= $del . '<a href="#" class="ckesnippet" data-snippet="' . str_replace(PHP_EOL, '', $item->body) . '">' . $item->title . '</a>';
                $del = ' | ';
            }
        }

        $this->wire->modules->get('RockTools')->loadAsset('ckesnippets.js', 'HrDiamonds');
    });

and a repeater to setup the snippets:

59c40f340258d_2017-09-2121_12_03-EditPage_Einstellungencrm.hrdiamonds_com.png.4ed7e086f6048f0bfb2c4a0cfd47ba90.png

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It's really amazing how much work can be done adding Hooks where needed and you can turn Process modules and Inputfields into powerful interfaces just understanding a bit of the source code, I now don't want to write app interfaces/data models anymore, just think how I can leverage ProcessWire to do anything I want, in a third of the time.

Hope everyone keeps sharing their awesome work!

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