chore :correct readme.md file
This commit is contained in:
parent
b4da641769
commit
41bd4ffd5f
146
README.md
146
README.md
@ -1,68 +1,10 @@
|
||||
# CRM Setup :
|
||||
Here we have `two` modules .
|
||||
- CRM Customer Module (For bank's customer)
|
||||
- CRM Internal Module (For bank's internal team)
|
||||
|
||||
## 1. CRM Customer Module (For External Use)
|
||||
### Files
|
||||
`env.local`
|
||||
|
||||
Create a `env.local` file in the root of folder of this project.
|
||||
|
||||
Content of the `env.local` must be as follows:
|
||||
|
||||
```
|
||||
SESSION_COOKIE_NAME=crm_auth
|
||||
SESSION_COOKIE_PASSWORD=abcdefghijklmnopqrstuvwxyz01234567890
|
||||
|
||||
DB_HOST=localhost
|
||||
DB_PORT=5432
|
||||
DB_NAME=crm
|
||||
DB_USER_NAME=
|
||||
DB_USER_PASS
|
||||
#Mantis
|
||||
MantisBT_Token=
|
||||
#CBS
|
||||
ONLINE_CBS_IP=
|
||||
ONLINE_CBS_PORT=
|
||||
|
||||
#MESSAGE
|
||||
WEBSERVER_IP=
|
||||
WEBSERVER_PORT=
|
||||
```
|
||||
### Requirement :
|
||||
|
||||
- Node JS (Latest)
|
||||
- PostgreSQL (Latest)
|
||||
|
||||
### Deploy :
|
||||
- Install all node module
|
||||
```
|
||||
npm install
|
||||
```
|
||||
- In the PostgreSQL create one database, the database name will be "crm"
|
||||
- Build the application
|
||||
```
|
||||
npm run build
|
||||
```
|
||||
- Start the application
|
||||
```
|
||||
npm run start
|
||||
```
|
||||
- Open the following URL in the web browser for populate some data
|
||||
|
||||
```
|
||||
http://localhost:3000/api/dev/populate
|
||||
```
|
||||
|
||||
### Application Url :
|
||||
```
|
||||
http://localhost:3000/login
|
||||
```
|
||||
- CRM Customer Module (For bank's customer)
|
||||
|
||||
|
||||
|
||||
## 2. CRM Internal Module (Ticket Management System)
|
||||
## 1. CRM Internal Module (Ticket Management System)
|
||||
|
||||
Here we are using "mantisBT" (open source application) for ticket management system .
|
||||
### Requirement :
|
||||
@ -115,11 +57,83 @@ Here we are using "mantisBT" (open source application) for ticket management sys
|
||||
- password : root
|
||||
|
||||
### Setup:
|
||||
- create a new user "kccb".
|
||||
- Go to database `kccb_ticket_tracker` and search for a table `kccb_config`.
|
||||
- Import `csv\kccb_config.csv` (Present in the CRM internal module) file to the `kccb_config` table.
|
||||
- Then login as `Administrator` .
|
||||
- Create new project
|
||||
```
|
||||
Project Name :KCCB
|
||||
Description : The kangra Central Co Operative Bank
|
||||
|
||||
Note: Keep other filed as default
|
||||
```
|
||||
|
||||
- Create a new user "kccb".
|
||||
- Log in to this user `kccb`.
|
||||
- Go to "My account".
|
||||
- Then create a API token.
|
||||
- Go to `My account` (Top right corner) .
|
||||
- Then create a `API token`.
|
||||
- Copy the API token.
|
||||
- And paste the token in `.env.local` file in place of `MantisBT_Token`
|
||||
- create development team's user as protected.
|
||||
- create a project, and keep the name as "KCCB".
|
||||
- And paste the token in `.env.local` file of `CRM Customer Module` in place of `MantisBT_Token`.
|
||||
> Note : For setup CRM internal module ,We need to create one user `kccb` and create the token for the user. That token will be used in CRM external module .
|
||||
- Create Backend team as per requirement and enable protected option.
|
||||
|
||||
|
||||
## 2. CRM Customer Module (For External Use)
|
||||
### Files
|
||||
`env.local`
|
||||
|
||||
Create a `env.local` file in the root of folder of this project.
|
||||
|
||||
Content of the `env.local` must be as follows:
|
||||
|
||||
```
|
||||
SESSION_COOKIE_NAME=crm_auth
|
||||
SESSION_COOKIE_PASSWORD=abcdefghijklmnopqrstuvwxyz01234567890
|
||||
|
||||
DB_HOST=localhost
|
||||
DB_PORT=5432
|
||||
DB_NAME=crm
|
||||
DB_USER_NAME=
|
||||
DB_USER_PASS=
|
||||
|
||||
#Mantis
|
||||
MantisBT_Token=
|
||||
|
||||
#CBS
|
||||
ONLINE_CBS_IP=
|
||||
ONLINE_CBS_PORT=
|
||||
|
||||
#MESSAGE
|
||||
WEBSERVER_IP=
|
||||
WEBSERVER_PORT=
|
||||
```
|
||||
### Requirement :
|
||||
|
||||
- Node JS (Latest)
|
||||
- PostgreSQL (Latest)
|
||||
|
||||
### Deploy :
|
||||
- Install all node module
|
||||
```
|
||||
npm install
|
||||
```
|
||||
- In the PostgreSQL create one database, the database name will be "crm"
|
||||
- Build the application
|
||||
```
|
||||
npm run build
|
||||
```
|
||||
- Start the application
|
||||
```
|
||||
npm run start
|
||||
```
|
||||
- Open the following URL in the web browser for populate some data
|
||||
|
||||
```
|
||||
http://localhost:3000/api/dev/populate
|
||||
```
|
||||
|
||||
### Application Url :
|
||||
```
|
||||
http://localhost:3000/login
|
||||
```
|
||||
|
||||
|
@ -23,7 +23,7 @@ export async function POST(request: Request) {
|
||||
|
||||
|
||||
const mantisBT_Token =process.env.MantisBT_Token || ""; //MantisBT Token
|
||||
console.log(mantisBT_Token);
|
||||
|
||||
const body = await request.json();
|
||||
//request_category, nature_of_request, issue, message
|
||||
const { summary, description, additional_information, steps_to_reproduce } = body;
|
||||
|
Loading…
x
Reference in New Issue
Block a user