This is a simple CRM for companies that deal with serviceable equipment they sell or rent out.

Steps:

1. mix phx.new crm
2. Get into the folder

• mix ecto.create

3. mix phx.gen.live Countries Country countries name:string

• copy routes to router.ex
• mix ecto.migrate

4. mix phx.gen.live Companies Company companies name:string billingadd1:text billingadd2:text postalcode:string country_id:references:countries

• copy routes to router.ex
• mix ecto.migrate

5. modify the company.ex to properly link to countries

• remember to preload the data in companies so that it shows in the index

6. mix phx.gen.live Contacts Contact contacts name:string email:string mobileno:string officeno:string location:text company_id:references:companies

• copy routes to router.ex
• mix ecto.migrate

7. modify the contact.ex to properly link to companies

• remember to preload the data in contact so that it shows up in index

8. mix phx.gen.live Contracts Contract contracts do:string po:string itq:string startdate:date enddate:date type:string svcalloperdevice:integer timeallo:integer value:float active:boolean company_id:references:companies

• copy routes to router.ex
• mix ecto.migrate

9. modify the contract.ex to properly link to companies
10. Work on the drop down lists by listing all and using Enum.map

• Countries in Company
• Companies in Contacts
• Companies in Contracts
  • modify the index.ex defp apply actions for the new and edit to assign the respective variables
  • pass the variable through index.html.heex to form_component
  • Enum.map in the options for the select type

11. Add c/o and remarks and contractno into contracts
    • mix ecto.migration add_careof_and_remarks
    • alter contracts table to add careof and remarks
    • update contract.ex to include the new fields
    • mix ecto.migrate
12. mix phx.gen.live Devices Device devices contract_id:references:contracts serialno:string brand:string model:string currentlocation:text active:boolean remarks:text

• copy routes to router.ex
• mix ecto.migrate

13. modify the device.ex to properly link to companies and contracts
14. Work on the drop down lists by listing all and using Enum.map

• Companies in Devices
• Contracts in Devices

15. Create the dummy database entries in seeds.exs
16. Create the simple authentication with user and profiles

• https://github.com/adrianlimcy/accountwithprofiledemo
• mix phx.gen.auth Accounts User users
• mix deps.get
• mix ecto.migrate

17. mix ecto.gen.migration add_name_profile_role

• added profile, role and active
• add in migration changes
• add fields in user.ex and amend changeset

18. Follow the steps in the github link
19. adding pagination for all tables

• https://github.com/adrianlimcy/phoenix_pagination
• add {:scrivener_ecto, "~> 2.7"} to mix.exs within defp deps
• mix deps.get
• set use Scrivener, page_size: 5 in lib/crm/repo.ex

20. create function in lib/crm/devices.ex

• def paginate_devices
• modify lib/crm_web/live/device_live/index.ex in def mount sockets
• have to amend show.ex to include the load the associations so that the dropdown works

21. do the same for

• contracts
• contact
• company
• country

22. mix phx.gen.live Records Record records svcno:string svcdate:date timeused:integer device_id:references:devices contact_id:references:contacts engineer_id:references:users createdby_id:references:users

• copy routes
• adjust schema at record.ex
• mix ecto.migrate

23. added some sorting order when displaying indexes for

• countries
• companies
• contacts
• contracts
• devices
• records
• accounts

24. added a preload to pagination in records.ex so it will display contact and device models
25. list only engineers in creating new service records with engineer
26. made the table conditional in contracts.html.heex to show expiring contracts within the next 90 days
27. show active and expiring contracts in company show.html.heex only

• one by query
• one by css in display

29. only show last 3 years service records in company show.html.heex

• by query