theotron / pipelinecrm Goto Github PK

It can be difficult to find new cards when the lists are long. It would be very helpful if the lists were order by most recent by default.

As a user, it would be great to be able to pick the owner of an opportunity on creation, or have it default to myself rather than default to the first Umbraco user (admin in my case)

Umbraco changed the colour of their icons to #8d869b rather than the old white. However, the Pipeline icon is an image and hasn't updated with Umbraco. This means it is white even when not highlighted or active.

This is the gulp pack command output - there is an error produced:

D:\Projects\WorkInProgress\PipelineCRM>gulp pack
[17:25:47] Using gulpfile D:\Projects\WorkInProgress\PipelineCRM\gulpfile.js
[17:25:47] Starting 'styles'...
[17:25:47] Starting 'scripts'...
[17:25:47] Starting 'nugetPack'...
[17:25:48] gulp-notify: [Gulp notification] Scripts task completed
[17:25:48] Finished 'scripts' after 1.15 s
[17:25:48] gulp-notify: [Gulp notification] Styles task completed
[17:25:48] Finished 'styles' after 1.21 s
[17:25:48] Finished 'nugetPack' after 1.35 s
[17:25:48] Starting 'pack'...
[17:25:48] Finished 'pack' after 26 μs
[17:25:48] gulp-notify: [Error in notifier] Error in plugin 'gulp-notify'
Message:
Command failed: D:\Projects\WorkInProgress\PipelineCRM\node_modules\node-notifier\vendor\toaster\toast.exe -p D:\Projects\WorkInProgress\PipelineCRM\node_modules\gulp-notify\assets\gulp.png -m Scripts task completed -t Gulp notification -q true

Unhandled Exception: System.Exception: SQLITE_CONSTRAINT_UNIQUE (Exception from HRESULT: 0x87AF0813)
at Windows.UI.Notifications.ToastNotifier.Show(ToastNotification notification)
at toast.Program.ShowToast(String title, String message, String imageURI, Boolean sound)
at toast.Program.Main(String[] args)

Details:
killed: false
code: 3762504530
signal: null
cmd: D:\Projects\WorkInProgress\PipelineCRM\node_modules\node-notifier\vendor\toaster\toast.exe -p D:\Projects\WorkInProgress\PipelineCRM\node_modules\gulp-notify\assets\gulp.png -m Scripts task completed -t Gulp notification -q true
WARNING: Option 'Verbose' has been deprecated. Use 'Verbosity' instead.
Attempting to build package from 'Package.nuspec'.

Id: PipelineCRM
Version: 1.0.0
Authors: Theo Paraskevopoulos
Description: A CRM package for the Umbraco 7 back-office
License Url: http://www.growcreate.co.uk/pipeline-crm-eula/
Project Url: http://growcreate.co.uk/
Tags: Umbraco CRM content management system GrowCreate
Dependencies: UmbracoCms (� 7.0.0)

Added file 'content\App_Plugins\PipelineCRM\backoffice\dashboards\mytasks.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\dashboards\pipelines.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\browse.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\contacts.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\delete.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\edit.contact.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\edit.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\edit.organisation.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\edit.segment.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\organisations.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\segments.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\settings.html'.
Added file 'content\App_Plugins\PipelineCRM\backoffice\pipelineCrmTree\tasks.html'.
Added file 'content\App_Plugins\PipelineCRM\dialogs\contact.add.html'.
Added file 'content\App_Plugins\PipelineCRM\dialogs\contact.select.html'.
Added file 'content\App_Plugins\PipelineCRM\dialogs\delete.confirm.html'.
Added file 'content\App_Plugins\PipelineCRM\dialogs\organisation.add.html'.
Added file 'content\App_Plugins\PipelineCRM\dialogs\organisation.select.html'.
Added file 'content\App_Plugins\PipelineCRM\dialogs\pipeline.add.html'.
Added file 'content\App_Plugins\PipelineCRM\dialogs\pipeline.summary.html'.
Added file 'content\App_Plugins\PipelineCRM\dialogs\task.add.html'.
Added file 'content\App_Plugins\PipelineCRM\dialogs\task.share.html'.
Added file 'content\App_Plugins\PipelineCRM\lang\en.xml'.
Added file 'content\App_Plugins\PipelineCRM\package.manifest'.
Added file 'content\App_Plugins\PipelineCRM\pipeline.min.js'.
Added file 'content\App_Plugins\PipelineCRM\PipelineCRM-icon.png'.
Added file 'content\App_Plugins\PipelineCRM\temp\dashboard.config.install.xdt'.
Added file 'content\App_Plugins\PipelineCRM\temp\pipeline.config.install.xdt'.
Added file 'content\App_Plugins\PipelineCRM\temp\umbracoSettings.config.install.xdt'.
Added file 'content\App_Plugins\PipelineCRM\temp\web.config.install.xdt'.
Added file 'content\App_Plugins\PipelineCRM\views\grid_contacts.html'.
Added file 'content\App_Plugins\PipelineCRM\views\grid_organisations.html'.
Added file 'content\App_Plugins\PipelineCRM\views\grid_pipelines.html'.
Added file 'content\App_Plugins\PipelineCRM\views\grid_segments.html'.
Added file 'content\App_Plugins\PipelineCRM\views\timeline.html'.
Added file 'content\Config\Dashboard.config.transform'.
Added file 'content\Config\pipeline.config'.
Added file 'content\Config\umbracoSettings.config.transform'.
Added file 'content\Web.config.transform'.
Added file 'how-to-package.xml'.
Added file 'lib\net45\GrowCreate.PipelineCRM.dll'.
Added file 'lib\net45\GrowCreate.PipelineCRM.pdb'.
Added file 'readme.txt'.

Successfully created package 'D:\Projects\WorkInProgress\PipelineCRM\PipelineCRM.1.0.0.nupkg'.

I have noticed that there seems to be an issue with the dates that are being saved for an Opportunity.

This happens for both the Created Date (DateCreated in db) and Closing Date (DateCompleted in db).

For example, if I select the following date: 02-04-2017 it gets saved to the database as 2002-04-19 23:00:00.000

So, not only is the date saved completely wrong, it's also out by one hour, which I guess is due to the time zone of the client. I guess this this needs to be UTC?

I have managed to work around this by modifying the code where it is setting the $scope.pipeline.DateCreated property to a moment object.

I noticed that the value from the date picker ($scope.createdDatepicker.value) was in the format YYYY-MM-DD : 2017-04-02, so I changed the format string passed to the moment constructor to match the format that the value was in.

I changed the following from:

$scope.pipeline.DateCreated = $scope.createdDatepicker.value ? moment($scope.createdDatepicker.value, 'DD-MM-YYYY') : '';

to

$scope.pipeline.DateCreated = $scope.createdDatepicker.value ? moment($scope.createdDatepicker.value, 'YYYY-MM-DD') : '';

This change gets me close to the date value that I was expecting to be saved to the database . However, this value was an hour out: 2017-04-01 23:00:00.000. It should be 2017-04-02 00:00:00.000

I then modified this further and changed it to the following:

$scope.pipeline.DateCreated = $scope.createdDatepicker.value ? moment.utc(new Date($scope.createdDatepicker.value)) : '';

This change seems to have fixed the issue and the date seems to be saving to the database as I would expect: 2017-04-02 00:00:00.000

I suspect this issue may occur for other date fields/pickers in Pipeline as I believe a colleague of mine had issues with the Date field on a Task.

I am not that familiar with moment.js, so I'm not sure if the change I have made is the best approach or not. So, haven't submitted this change as a Pull Request yet.

While watching the uHangout I saw the really cool Activity page, as seen in sshot below.
I cant seem to find the sample code, could you share the Views code discussed in the uhangout, or the activity page?

I really like your plugin but it seems to be stuck at v7.7+. I tried it anyway with 7.9.2 latest as of now, which failed as I expected.
Do you plan to keep supporting the latest stable production version of umbraco or is this an indication the plugins is not really maintained any longer?
What other options are there for using it on the latest version; buying the DXS?(besides fixing the issue ourselves in code).

best regards, Phillip

When adding a task that has a due date or reminder the dates are saving incorrectly.

Steps.

On a opportunity we click add task.
Set description.
Tick is this a task?
Set a due date 20/6/2017 12:30pm
Set a reminder date of 20/6/2017 11:30pm

Save.

Task is overdue because the dates are being saved as

20/6/2012

The times, the day and the month are correct but the year is out by 5 years.

Im pretty sure it is the same problem as seen in this issue and MomentJS might be the way to solve it. #14

if you have an opportunity in any status including Unassigned, and you move it and drop it on unassigned, that opportunity will disappear including the unassigned column, until a new opportunity arrives and you can see the unassigned column again.

The opportunity that disappeared, seems to have no status. Because if you move the new opportunity out, the faulty opportunity that disappeared earlier, with disappear again.

It does not show in the None section either. It seems that it loses all statuses?

Within Opportunities, the "My board" (containing a list of Prospects) does not appear.

Possibly related to this issue (#5).

I cant seem to compile the source, still working on it but here I would like to feedback what I noticed so far;

a) if its possible to change the Member type in pipeline.config as it seems its hardcoded in file ContactApiController.cs and we have no Member type.

b) also when I select MemberCreate to False in the config, it uses the built-in database tables but the Pipeline Dashboard can not show the values from the internal db. Navigating to individual records seems to be working but the Dashboard values dont show up and drag-drop breaks, rendering the simple use-case of dashboard non operable. How to operate dashboard with MemberCreate set to false?

c) Currency seems to show up as Pound even though server regional settings is set to local, USD$.
I had to edit the .html in views etc angular to | currency:"USD$" as a hack job.
Would it be possible to have this in config?

ContactApiController.cs
var newMember = memberService.CreateMemberWithIdentity(contact.Email, contact.Email, contact.Name, "Member");
_^

Created tasks do not seem to appear within the Tasks section - more accurately, they would disappear when reloading the page. (Tasks saved to the database successfully).

The default "Plus Button" is all that is shown on the page.

After adding a standard multi-node tree picker data type to pipelineContact document type, when you click to select content nodes of said Picker in a contact instance in the right hand side in the slide out pane, the pane closes quickly, allowing you to only select a single node. If you are quick you can select 2 nodes, and the selection persists after the pane disappears and is correctly saved (on save of the contact). I have also noticed that there is no option to Add to the Picker that usually appears beneath the list, you can only select an existing node that then deletes it and then the pane opens again for selection. I have tried this with various different contact instances and documentType fields and it always occurs.

Hey, just a heads up if you don't already know, the demo referenced from the Umbraco site isn't working currently. http://pipeline.demo.growcreate.co.uk/umbraco

Hi,

I tried to clone the project and build it, following the instructions.

There are several .dlls missing, located in a folder that does not exist in the code tree: ....\Pipeline\Website\bin -> this path is outside the .git repository folder.

Running:

• Visual Studio 2015 Community Edition as Administrator
• NuGet v.3.4.4.1231

Installing PipelineCRM to an existing Umbraco 7 (v. 7.4.3) website using the recommended NuGet method (install-package GrowCreate.PipelineCRM <project name>) causes the following error:

install-package : Unable to find package 'GrowCreate.PipelineCRM'

Exception:

•   + CategoryInfo          : NotSpecified: (:) [Install-Package], Exception
    + FullyQualifiedErrorId : NuGetCmdletUnhandledException,NuGet.PackageManagement.PowerShellCmdlets.InstallPackageCom 
   mand
  
  
  

After a number of lists are added they begin to stack on top of each other, disrupting the order in which they appear. We are currently working with 17 lists, and this will grow over time.