Discussion:
[web2py] Query and Manage profiles
Daniel Dos Santos Guilhermino
2015-07-13 01:53:28 UTC
Permalink
Good Day people,

I have a project and do not know what the best way to start, if anyone can help me , I will be immensely grateful.

Let the facts:

I would like to deploy the Company to work a form " query" where employees create requests for certain departments , and these departments must respond to these requests. How best to work ? Using SQLform or Form ?

We will need two profiles of users, developers and " departments " , how to manage this profile ?

I believe it would work as a CRM.

Thank you in advance!
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黄祥
2015-07-14 12:46:15 UTC
Permalink
Post by Daniel Dos Santos Guilhermino
I would like to deploy the Company to work a form " query" where employees
create requests for certain departments , and these departments must
respond to these requests. How best to work ? Using SQLform or Form ?
please start from simple first, after it run well, then go ahead to make it
complex, the simple way to have it work is using SQLFORM.grid (CRUDS)
Post by Daniel Dos Santos Guilhermino
We will need two profiles of users, developers and " departments " , how
to manage this profile ?
just create it in auth_groups (users, developers and departments), after
that assign the user (auth_users) to it's own group

best regards,
stifan
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- http://web2py.com
- http://web2py.com/book (Documentation)
- http://github.com/web2py/web2py (Source code)
- https://code.google.com/p/web2py/issues/list (Report Issues)
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Richard Vézina
2015-07-14 13:23:01 UTC
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I would suggest if you need CRM functionnality that you have a look to the
existing open source project, let say Odoo (OpenERP) which contain an CRM
module and planty of orther thing... There is a Docker Odoo package that
may help you deploy it rapidly for testing...

Richard
Post by Daniel Dos Santos Guilhermino
I would like to deploy the Company to work a form " query" where employees
Post by Daniel Dos Santos Guilhermino
create requests for certain departments , and these departments must
respond to these requests. How best to work ? Using SQLform or Form ?
please start from simple first, after it run well, then go ahead to make
it complex, the simple way to have it work is using SQLFORM.grid (CRUDS)
Post by Daniel Dos Santos Guilhermino
We will need two profiles of users, developers and " departments " , how
to manage this profile ?
just create it in auth_groups (users, developers and departments), after
that assign the user (auth_users) to it's own group
best regards,
stifan
--
- http://web2py.com
- http://web2py.com/book (Documentation)
- http://github.com/web2py/web2py (Source code)
- https://code.google.com/p/web2py/issues/list (Report Issues)
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- http://web2py.com/book (Documentation)
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Daniel Dos Santos Guilhermino
2015-07-15 01:30:29 UTC
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Dear Richard,

Thank you for your comment, I just read and saw website Odoo, Good suggest!

I had an idea when a I visit Odoo, Is possible We adapt CRM for purchase
department, precisely for quotes? Let explain my idea:

I will create a user for the buyer of the Company. It will request that the
vendor companies to enroll on our website to participate in quotes. We will
have two profiles: Buyer and Seller.

Sellers are separated by departments such as services, consumer and etc.

When the buyer need to make a quotation, it will complete the form with the
request, select the department and submit,

The system will automatically send the form to sellers that department,
inviting them to participate in the quote.

We need to create a room of quotations, where the buyer has access to the
suppliers answers.

It is different from Odoo, we have to register the suppliers, in this case,
they will be invited to participate.

I dont know if I was clear on my explanation, What you think about?

Best regards,

Daniel - From Brazil!
Post by Richard Vézina
I would suggest if you need CRM functionnality that you have a look to the
existing open source project, let say Odoo (OpenERP) which contain an CRM
module and planty of orther thing... There is a Docker Odoo package that
may help you deploy it rapidly for testing...
Richard
Post by Daniel Dos Santos Guilhermino
I would like to deploy the Company to work a form " query" where
Post by Daniel Dos Santos Guilhermino
employees create requests for certain departments , and these departments
must respond to these requests. How best to work ? Using SQLform or Form ?
please start from simple first, after it run well, then go ahead to make
it complex, the simple way to have it work is using SQLFORM.grid (CRUDS)
Post by Daniel Dos Santos Guilhermino
We will need two profiles of users, developers and " departments " , how
to manage this profile ?
just create it in auth_groups (users, developers and departments), after
that assign the user (auth_users) to it's own group
best regards,
stifan
--
- http://web2py.com
- http://web2py.com/book (Documentation)
- http://github.com/web2py/web2py (Source code)
- https://code.google.com/p/web2py/issues/list (Report Issues)
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Resources:
- http://web2py.com
- http://web2py.com/book (Documentation)
- http://github.com/web2py/web2py (Source code)
- https://code.google.com/p/web2py/issues/list (Report Issues)
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Richard Vézina
2015-07-30 19:41:07 UTC
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Hello Daniel,

Sorry to be late, I didn't see your last post....

But frankly about Odoo, I don't know, it surely can be customized...

You seems you want a electronic bids system... I know that you can define
and manage your supplier chain in Odoo... But having them to long in your
system and submit bids throught it I don't know...

Odoo project is modular by nature, I guess you can develop a module for
that or outsource to some Odoo shop depends of your budget.

The thing is that Odoo already support many of your requirements so you
don't have to reinvent the wheel for the CRM part, UI, reporting, etc.

Write a good CRM with web2py is a good amount of work...

I would suggest your to establish your requirements, evaluate Odoo or other
software and then think to wrote your own thing from scratch since you
seems something that may exist already...

Good luck

Richard



On Tue, Jul 14, 2015 at 9:30 PM, Daniel Dos Santos Guilhermino <
Post by Daniel Dos Santos Guilhermino
Dear Richard,
Thank you for your comment, I just read and saw website Odoo, Good suggest!
I had an idea when a I visit Odoo, Is possible We adapt CRM for purchase
I will create a user for the buyer of the Company. It will request that
the vendor companies to enroll on our website to participate in quotes. We
will have two profiles: Buyer and Seller.
Sellers are separated by departments such as services, consumer and etc.
When the buyer need to make a quotation, it will complete the form with
the request, select the department and submit,
The system will automatically send the form to sellers that department,
inviting them to participate in the quote.
We need to create a room of quotations, where the buyer has access to the
suppliers answers.
It is different from Odoo, we have to register the suppliers, in this
case, they will be invited to participate.
I dont know if I was clear on my explanation, What you think about?
Best regards,
Daniel - From Brazil!
Post by Richard Vézina
I would suggest if you need CRM functionnality that you have a look to
the existing open source project, let say Odoo (OpenERP) which contain an
CRM module and planty of orther thing... There is a Docker Odoo package
that may help you deploy it rapidly for testing...
Richard
Post by Daniel Dos Santos Guilhermino
I would like to deploy the Company to work a form " query" where
Post by Daniel Dos Santos Guilhermino
employees create requests for certain departments , and these departments
must respond to these requests. How best to work ? Using SQLform or Form ?
please start from simple first, after it run well, then go ahead to make
it complex, the simple way to have it work is using SQLFORM.grid (CRUDS)
Post by Daniel Dos Santos Guilhermino
We will need two profiles of users, developers and " departments " ,
how to manage this profile ?
just create it in auth_groups (users, developers and departments), after
that assign the user (auth_users) to it's own group
best regards,
stifan
--
- http://web2py.com
- http://web2py.com/book (Documentation)
- http://github.com/web2py/web2py (Source code)
- https://code.google.com/p/web2py/issues/list (Report Issues)
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- http://web2py.com/book (Documentation)
- http://github.com/web2py/web2py (Source code)
- https://code.google.com/p/web2py/issues/list (Report Issues)
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- http://web2py.com/book (Documentation)
- http://github.com/web2py/web2py (Source code)
- https://code.google.com/p/web2py/issues/list (Report Issues)
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Daniel Dos Santos Guilhermino
2015-07-15 01:04:21 UTC
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Dear Stifan,

Thank you for your comment, I will try to follow your suggestion,
using SQLFORM.grid (CRUDS).

Where are you from, China or Japan?

Best regards,
Post by Daniel Dos Santos Guilhermino
I would like to deploy the Company to work a form " query" where employees
Post by Daniel Dos Santos Guilhermino
create requests for certain departments , and these departments must
respond to these requests. How best to work ? Using SQLform or Form ?
please start from simple first, after it run well, then go ahead to make
it complex, the simple way to have it work is using SQLFORM.grid (CRUDS)
Post by Daniel Dos Santos Guilhermino
We will need two profiles of users, developers and " departments " , how
to manage this profile ?
just create it in auth_groups (users, developers and departments), after
that assign the user (auth_users) to it's own group
best regards,
stifan
--
Resources:
- http://web2py.com
- http://web2py.com/book (Documentation)
- http://github.com/web2py/web2py (Source code)
- https://code.google.com/p/web2py/issues/list (Report Issues)
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Dave S
2015-07-14 17:51:11 UTC
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On Tuesday, July 14, 2015 at 5:21:42 AM UTC-7, Daniel Dos Santos
Post by Daniel Dos Santos Guilhermino
Good Day people,
I have a project and do not know what the best way to start, if anyone can
help me , I will be immensely grateful.
I would like to deploy the Company to work a form " query" where employees
create requests for certain departments , and these departments must
respond to these requests. How best to work ? Using SQLform or Form ?
We will need two profiles of users, developers and " departments " , how
to manage this profile ?
I believe it would work as a CRM.
Thank you in advance!
This sounds a bit undefined. What is the purpose of the queries? What
sort of response is required? It is probably best, as start, to answer
these questions as narrowly and specifically as possible. It's easier to
add features when you have something working, then to get something working
that is too vague .

That said, there's a lot of general-purpose stuff that could apply. I
think I'd start by taking a look at the book's example of an image blog,
which shows use of SQLFORM and SQLFORAM.smartgrid. It also shows using
auth to create roles (member, manager) which are somewhat similar to the
roles needed for (employee, department).

<URL:http://web2py.com/books/default/chapter/29/03/overview#An-image-blog>

/dps
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Resources:
- http://web2py.com
- http://web2py.com/book (Documentation)
- http://github.com/web2py/web2py (Source code)
- https://code.google.com/p/web2py/issues/list (Report Issues)
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