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CRM System for non-profit organizations

System allows you to manage partners and relationships with them.

Features:
  • Partners management
    • Built-in available partner types: People, Organization, NPO, Church
    • Partner photos management (with gallery widget to view)
    • Tag system allows you to conveniently search for partners. Public and personal tags are available.
    • Child partners: Organization -> People
  • Partner communications management
    • Communication photos
  • Partner donates management
  • Tasks system (many-to-many relation with partners)
  • Users management
    • RBAC access control system
    • Built-in roles: Root, Accountant, Missionary, User
  • Contries and states management
  • File storage (common and personal)
  • Export to CSV
    • Partners
    • Communications
    • Donates
    • Tasks
  • Multi Language support (currently English and Russian languages are available)
  • PDF documents for partners generator
Technologies
  • Written in PHP (>=5.4). Based on Yii 2 Framework.
  • MySQL database (via ORM)
  • Bootstrap 3

REQUIREMENTS

  • Docker
  • Docker compose

INSTALLATION

Clone repo:

git clone git@github.com:vsguts/finance.git

Prepare configs

cp docker-compose-local.yml docker-compose.yml
cp .env.dist .env

Edit configs.

Run docker containers:

docker-compose up -d

Install composer plugin using the following command:

docker-compose exec php composer require "fxp/composer-asset-plugin:^1.3.1"

Install composer dependencies

docker-compose exec php composer install

Check requirements (if necessary):

docker-compose exec php php requirements.php

Restore DB dump (if necessary):

docker-compose exec php ./app migrate/up --migrationPath=migrations/dump --interactive=0

Apply DB migrations (if necessary):

docker-compose exec php ./app migrate/up --interactive=0

Apply user roles:

docker-compose exec php ./app rbac/init

RUNNING

You can then access the application through the following URL:

http://localhost:8080/

To login use folowing:

login: root@example.com
password: root

USAGE

Service Default host/port Additional info
Application http://127.0.0.1:8080 root@example.com/root
MySQL 127.0.0.1:3307 gvs/gvs; root/root
Redis 127.0.0.1:6380
phpMyAdmin http://127.0.0.1:8010 gvs/gvs; root/root

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CRM System for non-profit organizations

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