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https://github.com/yshmarov/xlplan

RoR5 SaaS CRM for appointment-based business (like hairdressers). Milia for multi-tenancy (not best approach & implementation). No billing system. But very good business logics.
https://github.com/yshmarov/xlplan

crm milia multitenancy

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RoR5 SaaS CRM for appointment-based business (like hairdressers). Milia for multi-tenancy (not best approach & implementation). No billing system. But very good business logics.

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README 

        

for simplicity the app does not currently have any credentials.

google recaptcha



production.rb / environment.rb - SendGrid or alternative email provider

storage.yml - AWS S3 storage

omnicontacts.rb - Google People API

_google_analytics.html.haml - 



# RoR version

rvm list

rvm install ruby-2.6.5

rvm --default use 2.6.5

rvm uninstall 2.6.3

gem install rails -v 5.2.4.1

# postgresql setup aws c9

sudo apt install postgresql libpq-dev

sudo su postgres

createuser --interactive

ubuntu

y 

exit

pg_config --version

# run app

bundle update

rake db:create

rake db:migrate

rails s

# heroku aws c9

npm uninstall -g heroku-cli

sudo snap install heroku --classic

npm install -g heroku

heroku git:remote -a xlplan

# push to heroku

git push heroku master

heroku run rake db:migrate

# to create a user google recaptcha has to be either configured or disabled. disable in milia.rb file



################################



PublicActivity::Activity.where(trackable_type: "InboundPayment").count

PublicActivity::Activity.where(trackable_type: "InboundPayment").each do |x|

  x.update_attributes!(trackable_type: "Transaction")

end



git branch invitations

git checkout invitations

git push --set-upstream origin invitations 



cd xlplan

git status

sudo service postgresql96 restart



git push heroku master

heroku run rake db:migrate



rails db:drop db:create db:migrate



rails db:schema:dump

rails db:migrate:status



___________________________________

FIND TOP 50 FILES BY SIZE

heroku run bash

du | sort -n -r | head -n 50

___________________________________



Tenant.find(88).update_attributes(plan: "blocked")

User.find(x).update_attributes(confirmed_at: Time.now)



Tenant.find_each do |tenant|

  Tenant.set_current_tenant(tenant)

  Transaction.update_all category: "client_balance"

end



Tenant.set_current_tenant(2)

Service.public_activity_off

ServiceCategory.public_activity_off



  CashAccount.create(name: "Наличные")

  CashAccount.create(name: "Безнал")



  Tag.all.where(name: "lost_client").each do |tag| tag.update_attributes(name: "lost") end



  Member.all.each do |member| member.update_attributes(time_zone: "Kyiv") end



  Tag.create!(name: "potential", tenant: tenant)



Transaction.all.unscoped.where(cash_account_id: nil).count

Transaction.all.unscoped.where(payable_type: nil).count



Tenant.find_each do |tenant|

  Tenant.set_current_tenant(tenant)

  Transaction.public_activity_off

  Transaction.where(payable_type: nil).each do |x|

    x.update_attributes!(payable_type: "Client", payable_id: x.client_id)

  end

end



Tenant.find_each do |tenant|

  Tenant.set_current_tenant(tenant)

  Transaction.public_activity_off

  Transaction.where(payable_type: "Event").each do |x|

    x.update_attributes!(payable_type: "Client", payable_id: x.client_id)

  end

end



  Transaction.where(cash_account_id: nil).each do |x|

    x.update_attributes!(cash_account: CashAccount.find_by(name: "Наличные"))

  end



  Animal.update_all alive: true



Tenant.set_current_tenant(1)

Event.all.where(workplace_id: nil).count

CashAccount.public_activity_off

Location.all.each do |location|

  location.workplaces.create(name: "room1")

end



Tenant.set_current_tenant(7)

Transaction.public_activity_off

Transaction.find(57).update_attributes(cash_account: CashAccount.find_by(name: "Безнал"))



workplace = Workplace.first.id

Event.public_activity_off

Event.all.where(workplace_id: nil).each do |event|

  event.update_attributes!(workplace_id: workplace)

end



Client.public_activity_off

Member.public_activity_off

Event.all.each { |x| x.save(validate: false) }

Event.all.each { |x| x.save }

Job.all.each { |x| x.save }



  User.all.each do |user| user.remove_role :owner, Event end

  Job.public_activity_off

  Event.public_activity_off

  Job.all.each do |x| x.save_service_details end

  Job.all.each do |x| x.calculate_prices end

  Event.all.each do |x| x.update_event_price end

  Event.all.each do |x| x.update_other_prices end



PublicActivity::Activity.where("created_at >= ?", Time.zone.now.beginning_of_day).count



Tenant.find_each do |tenant|

  Tenant.set_current_tenant(tenant)

  Member.public_activity_off

  Member.all.each do |member| member.update_attributes(time_zone: "Kyiv") end

  Tag.create!(name: "contact_required")

  Tag.create!(name: "lost_client")

  Tag.create!(name: "blacklist")

  Tag.create!(name: "VIP")

end

heroku run rake db:migrate

Lead.find_each(&:save)

pg_restore --verbose --clean --no-acl --no-owner -h localhost -d xplan_development latest.dump

YOUR_PASSWORD

SUPERUSER

#######################################################

#console commands to update counters, if needed

#Client.find_each { |client| Client.reset_counters(client.id, :jobs_count) }

#Service.find_each { |service| Service.reset_counters(service.id, :jobs_count) }

#Location.find_each { |location| Location.reset_counters(location.id, :jobs_count) }

#Employee.find_each { |member| Employee.reset_counters(member.id, :jobs_count) }

#ServiceCategory.find_each { |service_category| ServiceCategory.reset_counters(service_category.id, :services_count) }

#Client.find_each { |client| Client.reset_counters(client.id, :comments_count) }

#Location.find_each { |location| Location.reset_counters(location.id, :workplaces_count) }

#######################################################

= link_to "Back", :back

#######################################################

BAD: Instead of iterating over objects fully loaded into memory.

Tenant.map { |tenant| tenant.name }

#=> ["Eloquent Ruby", "Sapiens", "Agile Web Development With Rails"]

Tenant.map(&:name)

#=> ["Eloquent Ruby", "Sapiens", "Agile Web Development With Rails"]



GOOD: Use the ActiveRelation#pluck method to pull the required fields directly from the database.

Tenant.pluck(:name)

#=> ["Eloquent Ruby", "Sapiens", "Agile Web Development With Rails"]

#######################################################

Client.all.each do |client| client.update_attributes!(lead_source: "import") end

heroku run rails c

Tenant.set_current_tenant(2)

Tenant.set_current_tenant(83)

Tenant.set_current_tenant(49)

Service.public_activity_off

ServiceCategory.public_activity_off

Client.public_activity_off

Comment.public_activity_off

Client.public_activity_on

Member.public_activity_off

Comment.public_activity_on

Event.public_activity_off

Member.public_activity_off

User.public_activity_off

Tenant.set_current_tenant(13)

Tenant.set_current_tenant(2)

PublicActivity.enabled = false

InboundPayment.count

InboundPayment.all.map(&:amount).sum



Tenant.set_current_tenant(37)

Tenant.current_tenant.update_attributes!(plan: "demo")

Event.count

User.find(1)

PublicActivity::Activity.order("created_at DESC").limit(10)

InboundPayment.find_each(&:save)

rake db:drop db:create db:migrate

@user.add_role(:admin)

#######################################################

#after_create :update_start_time

def update_job_timing

  event_job_count = Job.where(event_id: job.id).count

  if event_job_count > 1

    index = event.job.index

    update_column :index, (index)

    duration_of_events_with_smaller_index = Job.where(event_id: job.id).where.not(id: self.id).where(index < self.index).map(&:duration).sum

    before_duration = duration_of_events_with_smaller_index

    job.starts_at = before_duration - event.starts_at

  else

    job.starts_at = event.starts_at

  end

  job.ends_at = job.starts_at + duration

end

#######################################################

class Transaction < ApplicationRecord

  before_create :set_slug

  private

  def set_slug

    loop do

      self.slug = SecureRandom.uuid

      break unless Transaction.where(slug: slug).exists?

    end

  end

end

#######################################################

This README would normally document whatever steps are necessary to get the

application up and running.



rails g scaffold inbound_payment tenant:references event:references client:references amount:integer payment_method:string



add_column :members, :planned_work_hours, :integer, default: 0, null: false

add_column :members, :confirmed_work_hours, :integer, default: 0, null: false

add_column :members, :cancelled_work_hours, :integer, default: 0, null: false

add_column :members, :planned_job_price, :integer, default: 0, null: false

add_column :members, :confirmed_job_price, :integer, default: 0, null: false

add_column :members, :cancelled_job_price, :integer, default: 0, null: false

add_column :members, :planned_jobs_count, :integer, default: 0, null: false

add_column :members, :confirmed_jobs_count, :integer, default: 0, null: false

add_column :members, :cancelled_jobs_count, :integer, default: 0, null: false

add_column :members, :share_of_revenue, :integer, default: 0, null: false



, class: "btn btn-primary fa fa-eye btn-sm", title: 'Show', 'data-toggle' => 'tooltip', 'data-placement' => 'top'

, class: "btn btn-warning fa fa-edit btn-sm", title: 'Edit', 'data-toggle' => 'tooltip', 'data-placement' => 'top'

, class: "btn btn-danger fa fa-trash btn-sm", title: 'Delete', 'data-toggle' => 'tooltip', 'data-placement' => 'top'



Things you may want to cover:



* Rails 5.2.3

* ruby 2.5.3p105 (2018-10-18 revision 65156) [x86_64-linux]



* System dependencies



* Configuration



* Database creation



* Database initialization



* How to run the test suite



* Services (job queues, cache servers, search engines, etc.)



* Deployment instructions



* ...



## Demo

![](https://media.giphy.com/media/yMEow45RqC8HrOmmsD/giphy.gif)



DELETING A TENANT

```

PublicActivity.enabled = false

ten = 2

Tenant.set_current_tenant(ten)

Contact.delete_all

ClientTag.delete_all

Tag.delete_all

Comment.delete_all

Transaction.delete_all

Job.delete_all

Event.delete_all

Client.delete_all

Member.delete_all

Workplace.delete_all

Location.delete_all

Service.delete_all

ServiceCategory.delete_all

CashAccount.delete_all

Skill.delete_all

Lead.delete_all

Role.all.unscoped.where(tenant_id: ten).delete_all

PublicActivity::Activity.where(tenant_id: ten).delete_all

target = Tenant.find ten

target.destroy

```