crash-course-CRM

This project is part of a YouTube tutorial: Django CRM Crash Course

A Django-based Customer Relationship Management (CRM) platform for managing customers, products, and orders. This project is designed as a crash course example demonstrating Django's core features including models, views, forms, and templates.

Features

• Dashboard: Overview of orders, customers, and key metrics (total orders, delivered, pending)
• Customer Management: Create, view, and manage customer profiles with contact information
• Product Management: Manage product catalog with categories (Indoor/Out Door), pricing, and descriptions
• Order Management: Full CRUD operations for orders (Create, Read, Update, Delete)
• Order Filtering: Filter orders by status and other criteria
• Order Tracking: Track order status (Pending, Out for delivery, Delivered)

Technologies Used

• Django 4.2.26: Python web framework (LTS version with security patches)
• SQLite: Database (default)
• Bootstrap: Frontend styling (via static files)
• django-widget-tweaks: Form rendering utilities
• django-filter: Filtering utilities for querysets

Prerequisites

Before setting up the project, ensure you have the following installed:

• Python 3.8 or higher (recommended: Python 3.10+)
• pip (Python package manager)
• Git

Installation & Setup

Follow these steps to get the application running on your local machine:

1. Clone the Repository

git clone https://github.com/dennisivy/crash-course-CRM.git
cd crash-course-CRM

2. Create a Virtual Environment

It's recommended to use a virtual environment to manage dependencies:

# Create virtual environment
python3 -m venv venv

# Activate virtual environment
# On Windows:
venv\Scripts\activate
# On macOS/Linux:
source venv/bin/activate

3. Install Dependencies

Install Django and required packages using the requirements file:

pip install -r requirements.txt

Or install packages individually:

pip install django==2.1.7
pip install django-widget-tweaks

4. Navigate to Project Directory

cd crm

5. Run Database Migrations

Set up the database by running migrations:

python manage.py migrate

6. Create a Superuser (Optional)

To access the Django admin panel, create a superuser account:

python manage.py createsuperuser

Follow the prompts to set up your admin username, email, and password.

7. Run the Development Server

Start the Django development server:

python manage.py runserver

The application will be available at http://127.0.0.1:8000/

Usage

Accessing the Application

1. Main Dashboard: Navigate to http://127.0.0.1:8000/ to view the dashboard with order statistics and customer overview
2. Products Page: Go to http://127.0.0.1:8000/products/ to view all products
3. Customer Details: Click on any customer to view their profile and associated orders
4. Admin Panel: Access http://127.0.0.1:8000/admin/ to manage data through Django's admin interface

Managing Data

Creating Orders

• Click "Create Order" button on the dashboard or customer page
• Fill in the order form with customer, product, and status information
• Submit to create a new order

Updating Orders

• Navigate to a customer's page to see their orders
• Click "Update" on any order to modify its details
• Change status, product, or other fields as needed

Deleting Orders

• From the customer page, click "Delete" on an order
• Confirm the deletion

Filtering Orders

• On customer pages, use the filter options to search orders by status or other criteria

Adding Initial Data

You can add sample data through:

1. Django Admin Panel:

   • Login at /admin/
   • Add Customers, Products, and Orders manually

2. Django Shell:

   python manage.py shell

   Then create objects programmatically

Project Structure

crash-course-CRM/
├── crm/                          # Main Django project directory
│   ├── accounts/                 # Main application
│   │   ├── migrations/           # Database migrations
│   │   ├── templates/            # HTML templates
│   │   │   └── accounts/         
│   │   │       ├── dashboard.html
│   │   │       ├── customer.html
│   │   │       ├── products.html
│   │   │       └── ...
│   │   ├── models.py             # Customer, Product, Order models
│   │   ├── views.py              # View functions
│   │   ├── urls.py               # URL routing
│   │   ├── forms.py              # Django forms
│   │   └── filters.py            # Order filtering
│   ├── crm/                      # Project settings
│   │   ├── settings.py           # Django settings
│   │   ├── urls.py               # Root URL configuration
│   │   └── wsgi.py               # WSGI configuration
│   ├── static/                   # Static files (CSS, JS, images)
│   └── manage.py                 # Django management script
└── README.md                     # This file

Models

The application includes three main models:

• Customer: name, phone, email, date_created
• Product: name, price, category, description, date_created
• Order: customer (FK), product (FK), date_created, status

Development Notes

• The project uses SQLite as the default database (development only)
• Secret key is hardcoded in settings.py (change this for production!)
• DEBUG mode is enabled (disable for production)
• Static files are served from the /static/ directory
• The project uses Django 4.2.26 LTS with security patches for known vulnerabilities
• Security: Upgraded from Django 2.1.7 to address critical vulnerabilities:
  • Fixed denial-of-service vulnerability in HttpResponseRedirect
  • Fixed SQL injection vulnerability via _connector keyword argument

Contributing

This is a crash course/tutorial project. Feel free to fork and modify for your learning purposes!

License

This project is open source and available for educational purposes.