collective.sugarcrm 1.0b4

SugarCRM components for Plone

Introduction

SugarCRM is an open-source software-solution vendor which produces the Sugar Customer Relationship Management (CRM) system.

This add-on provide components to use SugarCRM in Plone.

Status

Useable in production

tests

Integration tests are run with a trial URL If it is not available, please fill the demand for a new demo at http://www.sugarcrm.com/crm/ondemand_eval.html and export the URL into environnement:

export SUGARCRM_SOAP_URL=”NEW TRIAL URL”

you can exclude integration tests with sugarcrm by using use ./bin/test -t UnitTest

Components

pasplugin

A PAS plugin has been implemented. You can logged into Plone with sugarcrm credentials.

webservice

suds has been used to provide a simple api over soap’s sugarcrm.

>>> webservice = ISugarCRM(context)
>>> results = webservice.search(query_string='JeanMichel')

source

z3c.formwidget.query.interfaces.IQuerySource for contacts and accounts are provided.

password

A utility is available to crypt password for using with webservice (sic)

portlet contact

With a condition on collective.portlet.contact installed, it provides a backend from your sugarCRM contact address book to the contact portlet

INSTALL

A generic setup is registred to setup the pas plugin and needed properties to configure access to the sugarcrm instance you want to use. A control panel is added to let you configure access to sugarcrm.

Credits

Companies

• Planet Makina Corpus

• Contact us

Authors

• JeanMichel FRANCOIS aka toutpt <[e-mail]>

Contributors

Changelog

1.0b4 (2011-08-24)

• Fix Plone4.1 compatibility by including Products.CMFCore’s permissions.zcml file [toutpt]

• Fix 404 internal exception on login on some configurations [toutpt]

1.0b3 (2011-07-26)

• Install now activate the plugin on all provided interfaces. Install step reoder the sugarcrm properties pas plugin to be the first. In other case the plugin is not used by default [toutpt]

• Add upgrade step [toutpt]

• Fix issue with cache when the service return None [toutpt]

1.0b2 (2010-12-13)

• PAS plugin: Implements IUserEnumerationPlugin and IPropertiesPlugin. Manage cache with Cacheable api. [toutpt]

• Add activate options (webservice, pasplugin) in controlpanel. [toutpt]

1.0b1 (2010-10-07)

• Initial release