Redmine Customer Plugin

written by edavis on May 22nd, 2008 @ 03:37 PM

Screenshot

I’m happy to announce that I’m finally Open Sourcing my Redmine Customer plugin. This is the plugin that I use to track my customer information for each project in Redmine.

Features

For this first release, I implemented the most basic features.

  • Store Customer data
  • Associate a Customer for each project
  • Permissions to control user access to data
Install

  1. Download the archive file and extract it to your vendor/plugins folder. You can also download directly from GitHub using git:

     git clone git://github.com/edavis10/redmine-customer-plugin.git vendor/plugins/customer_plugin

  2. Follow the Redmine plugin installation steps. Make sure to install Engines 2 if you use Rails 2.0.

  3. Setup the database using the migrations.

     rake db:migrate_plugins

  4. Login to your Redmine install as an Administrator

  5. Setup the permissions for your roles
  6. Add the “Customer module” to the enabled modules for your project
  7. The link to the plugin should appear on that project’s navigation as Customer
Help

If you need help you can leave a comment here or enter an issue directly into my bug tracker.

Eric

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  • Bill Hacker on May 26, 2008 @ 12:00 PM

    Sorry- Redmine.org is wonky about posting… Yes to the engines et al, checking of versions…la (easier than Zope/Plone anyway!)

    The db:migrate was the first glitch – choking on trying to add customer_id to table ‘projects’.

    Found the problem. That attribute was already in use in another relation.

    Did the rest manually, but may not have it right, as I can’t find a ~.sql command file, - similar to what is there now (snippet of pg_dumpall):

    ====

    CREATE TABLE customers ( customer_id integer, name text, company text, address text, phone text, website text, id integer );

    =====

    Got that from grep of the dirtree for whatever—trace was choking on the absence of..

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