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How to Use a PHP Sales Management System to Keep Track of Client Prospects using Melis CMS Prospects: Melis CMS module to track business prospects

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melis-cms-prospects 1.0The PHP License5PHP 5, Content management, Business, A...
Description 

Author

This package provides a Melis CMS module to track business prospects.

It adds new possibilities to a site implemented with the Melis content management system for managing business sales prospects.

Currently, it can:

- Show a list of active sales prospects

- Edit the contact details of prospective person

- It allows managing the fields that allow the users to enter the prospect's details

- It allows configuring the presentation theme for the Melis CMS prospects module

- It allows changing the language of the text messages that appear on the prospects module pages

Innovation Award
PHP Programming Innovation award nominee
November 2022
Number 6
Every good business needs market research to find new potential sales customers.

A prospect is a person or a company that can be a customer in the future. Turning an opportunity into a customer is a process that can take time because that process needs to go through several phases.

The Melis CMS is a PHP content management system that can be extended with additional modules.

This package implements a module for the Melis CMS that allows users of a site that uses this content management system to keep track of business sales prospects until they become paying customers.

Manuel Lemos
Picture of Fabrice Fesch
Name: Fabrice Fesch <contact>
Classes: 10 packages by
Country: France France
Age: ???
All time rank: 380597 in France France
Week rank: 72 Up3 in France France Up
Innovation award
Innovation award
Nominee: 7x

Documentation

melis-cms-prospects

MelisCmsProspects provides a full Prospect system for Melis Platform, including templating plugins.

Getting Started

These instructions will get you a copy of the project up and running on your machine. This Melis Platform module is made to work with the MelisCms.

Prerequisites

You will need to install melisplatform/melis-cms in order to have this module running. This will automatically be done when using composer.

Installing

Run the composer command:

composer require melisplatform/melis-cms-prospects

Database

Database model is accessible on the MySQL Workbench file: /melis-cms-prospects/install/sql/model Database will be installed through composer and its hooks. In case of problems, SQL files are located here: /melis-cms-prospects/install/sql

Tools & Elements provided

  • Prospects Tool
  • Themes Tool
  • Melis Templating Prospect Plugin (contact form & management)
  • Dashboard item for prospects registration overview

Running the code

MelisCmsProspects Services

MelisCmsProspects provides many services to be used in other modules:

  • MelisCmsProspects Services to retrieve lists of prospects, prospects details and save a new prospect File: /melis-cms-prospects/src/Service/MelisCmsProspectsService.php
// Get the service
$melisProspectsService = $this->getServiceManager()->get('MelisProspectsService');
// Get the number of prospects per month
$nb = $melisProspectsService->getProspectsDataByDate('monthly', '2017-10-04 12:00:00');

MelisCmsProspects Forms

Forms factories

All Melis CMS News forms are built using Form Factories. All form configuration are available in the file: /melis-cms-prospects/config/app.tools.php Any module can override or add items in this form by building the keys in an array and marge it in the Module.php config creation part.

return array(
	'plugins' => array(

		// MelisCmsProspects array
		'melistoolprospects' => array(

			// Form key
			'forms' => array(

				// MelisCmsProspects update form
				'melistoolprospects_tool_prospects_update' => array(
					'attributes' => array(
						'name' => 'prospectmanager',
						'id' => 'idformprospectdata',
						'method' => 'POST',
						'action' => '',
					),
					'hydrator'  => 'Laminas\Hydrator\ArraySerializableHydrator',
					'elements' => array(
						array(
							'spec' => array(
								...
							),
						),
					),
					'input_filter' => array(
						'pros_id' => array(
							...
						),
					),
				),
			),
		),
	),
),

Forms elements

MelisCmsProspects provides form elements to be used in forms:

  • MelisCmsProspectThemeSelect: a dropdown to select a theme
  • MelisCmsProspectThemeItemSelect: a dropdown to select a theme item

Listening to services and update behavior with custom code

Most services trigger events so that the behavior can be modified.

public function attach(EventManagerInterface $events)
{
	$sharedEvents      = $events->getSharedManager();

	$callBackHandler = $sharedEvents->attach(
		'MelisCmsProspects',
		array(
			'meliscmsprospects_toolprospects_save_end',
		),
		function($e){

    		$sm = $e->getTarget()->getServiceManager();
    		$params = $e->getParams();

    		// Custom code
    	},
    100);

    $this->listeners[] = $callBackHandler;
}

Authors

See also the list of contributors who participated in this project.

License

This project is licensed under the OSL-3.0 License - see the LICENSE.md file for details


Screenshots  
  • etc/MarketPlace/images/melis-prospects_1.JPG
  • etc/MarketPlace/images/melis-prospects_2.JPG
  • etc/MarketPlace/images/melis-prospects_3.JPG
  • etc/MarketPlace/images/melis-prospects_4.JPG
  • etc/MarketPlace/images/melis-prospects_5.JPG
  • etc/MarketPlace/images/melis-prospects_6.JPG
  • etc/MarketPlace/images/melis-prospects_7.JPG
  Files folder image Files  
File Role Description
Files folder imageconfig (7 files, 2 directories)
Files folder imageetc (1 directory)
Files folder imageinstall (2 directories)
Files folder imagelanguage (2 files)
Files folder imagepublic (5 directories)
Files folder imagesrc (1 file, 5 directories)
Files folder imagetest (2 files, 1 directory)
Files folder imageview (1 directory)
Accessible without login Plain text file CHANGELOG.md Data Auxiliary data
Accessible without login Plain text file composer.json Data Auxiliary data
Accessible without login Plain text file LICENSE Lic. License text
Accessible without login Plain text file README.md Doc. Documentation

  Files folder image Files  /  config  
File Role Description
Files folder imagedashboard-plugins (1 file)
Files folder imageplugins (1 file)
  Accessible without login Plain text file app.gdpr.php Aux. Auxiliary script
  Accessible without login Plain text file app.interface.php Aux. Auxiliary script
  Accessible without login Plain text file app.microservice.php Aux. Auxiliary script
  Accessible without login Plain text file app.tools.php Aux. Auxiliary script
  Accessible without login Plain text file diagnostic.config.php Aux. Auxiliary script
  Plain text file module.config.php Class Class source
  Accessible without login Plain text file module.load.php Aux. Auxiliary script

  Files folder image Files  /  config  /  dashboard-plugins  
File Role Description
  Accessible without login Plain text file MelisCmsProspectsS...csPlugin.config.php Aux. Auxiliary script

  Files folder image Files  /  config  /  plugins  
File Role Description
  Accessible without login Plain text file MelisCmsProspectsS...rmPlugin.config.php Aux. Auxiliary script

  Files folder image Files  /  etc  
File Role Description
Files folder imageMarketPlace (1 file)

  Files folder image Files  /  etc  /  MarketPlace  
File Role Description
  Accessible without login Plain text file melis-cms-prospects.xml Data Auxiliary data

  Files folder image Files  /  install  
File Role Description
Files folder imagedbdeploy (3 files)
Files folder imagesql (2 files)

  Files folder image Files  /  install  /  dbdeploy  
File Role Description
  Accessible without login Plain text file 20031301_cms_prospects_update.sql Data Auxiliary data
  Accessible without login Plain text file 7102318_cms_prospects_update.sql Data Auxiliary data
  Accessible without login Plain text file 712618_cms_prospects_install.sql Data Auxiliary data

  Files folder image Files  /  install  /  sql  
File Role Description
  Accessible without login Plain text file setup_structure.sql Data Auxiliary data
  Accessible without login Plain text file update.sql Data Auxiliary data

  Files folder image Files  /  language  
File Role Description
  Accessible without login Plain text file en_EN.interface.php Aux. Auxiliary script
  Accessible without login Plain text file fr_FR.interface.php Aux. Auxiliary script

  Files folder image Files  /  public  
File Role Description
Files folder imageassets (1 directory)
Files folder imagebuild (2 directories)
Files folder imagecss (1 file)
Files folder imagejs (1 directory)
Files folder imageplugins (1 directory)

  Files folder image Files  /  public  /  assets  
File Role Description
Files folder imageflotchart (2 files)

  Files folder image Files  /  public  /  assets  /  flotchart  
File Role Description
  Accessible without login Plain text file dashboard-bar-chart.js Data Auxiliary data
  Accessible without login Plain text file dashboard-line-chart.js Data Auxiliary data

  Files folder image Files  /  public  /  build  
File Role Description
Files folder imagecss (1 file)
Files folder imagejs (1 file)

  Files folder image Files  /  public  /  build  /  css  
File Role Description
  Accessible without login Plain text file bundle.css Data Auxiliary data

  Files folder image Files  /  public  /  build  /  js  
File Role Description
  Accessible without login Plain text file bundle.js Data Auxiliary data

  Files folder image Files  /  public  /  css  
File Role Description
  Accessible without login Plain text file style.css Data Auxiliary data

  Files folder image Files  /  public  /  js  
File Role Description
Files folder imagetools (2 files)

  Files folder image Files  /  public  /  js  /  tools  
File Role Description
  Accessible without login Plain text file prospects.theme.tool.js Data Auxiliary data
  Accessible without login Plain text file prospects.tool.js Data Auxiliary data

  Files folder image Files  /  public  /  plugins  
File Role Description
Files folder imageimages (2 files)

  Files folder image Files  /  public  /  plugins  /  images  
File Role Description
  Accessible without login Image file MelisCmsProspectsS...ormPlugin_thumb.jpg Icon Icon image
  Accessible without login Image file MelisCmsProspectsStatisticsPlugin.jpg Icon Icon image

  Files folder image Files  /  src  
File Role Description
Files folder imageController (3 files, 2 directories)
Files folder imageForm (1 directory)
Files folder imageListener (12 files)
Files folder imageModel (4 files, 1 directory)
Files folder imageService (3 files)
  Plain text file Module.php Class Class source

  Files folder image Files  /  src  /  Controller  
File Role Description
Files folder imageDashboardPlugins (1 file)
Files folder imagePlugin (1 file)
  Plain text file MelisCmsProspectsT...ItemsController.php Class Class source
  Plain text file MelisCmsProspectsThemesController.php Class Class source
  Plain text file ToolProspectsController.php Class Class source

  Files folder image Files  /  src  /  Controller  /  DashboardPlugins  
File Role Description
  Plain text file MelisCmsProspectsStatisticsPlugin.php Class Class source

  Files folder image Files  /  src  /  Controller  /  Plugin  
File Role Description
  Plain text file MelisCmsProspectsShowFormPlugin.php Class Class source

  Files folder image Files  /  src  /  Form  
File Role Description
Files folder imageFactory (3 files)

  Files folder image Files  /  src  /  Form  /  Factory  
File Role Description
  Plain text file ProspectNameSelectFactory.php Class Class source
  Plain text file ProspectThemeItemSelectFactory.php Class Class source
  Plain text file ProspectThemeSelectFactory.php Class Class source

  Files folder image Files  /  src  /  Listener  
File Role Description
  Plain text file MelisCmsProspectFl...ssengerListener.php Class Class source
  Plain text file MelisCmsProspectsG...eteUserListener.php Class Class source
  Plain text file MelisCmsProspectsG...etEmailListener.php Class Class source
  Plain text file MelisCmsProspectsG...uleListListener.php Class Class source
  Plain text file MelisCmsProspectsG...stUsersListener.php Class Class source
  Plain text file MelisCmsProspectsG...agsListListener.php Class Class source
  Plain text file MelisCmsProspectsG...stUsersListener.php Class Class source
  Plain text file MelisCmsProspectsG...rDeleteListener.php Class Class source
  Plain text file MelisCmsProspectsG...ExtractListener.php Class Class source
  Plain text file MelisCmsProspectsG...serInfoListener.php Class Class source
  Plain text file MelisCmsProspectsT...DisplayListener.php Class Class source
  Plain text file MelisCmsProspectsT...ionTypeListener.php Class Class source

  Files folder image Files  /  src  /  Model  
File Role Description
Files folder imageTables (4 files)
  Plain text file MelisCmsProspectsTheme.php Class Class source
  Plain text file MelisCmsProspectsThemeItem.php Class Class source
  Plain text file MelisCmsProspectsThemeItemTrans.php Class Class source
  Plain text file MelisProspects.php Class Class source

  Files folder image Files  /  src  /  Model  /  Tables  
File Role Description
  Plain text file MelisCmsProspectsThemeItemTable.php Class Class source
  Plain text file MelisCmsProspectsThemeItemTransTable.php Class Class source
  Plain text file MelisCmsProspectsThemeTable.php Class Class source
  Plain text file MelisProspectTable.php Class Class source

  Files folder image Files  /  src  /  Service  
File Role Description
  Plain text file MelisCmsProspectsG...toDeleteService.php Class Class source
  Plain text file MelisCmsProspectsService.php Class Class source
  Plain text file MelisCmsProspectsServiceInterface.php Class Class source

  Files folder image Files  /  test  
File Role Description
Files folder imageMelisCmsProspectsTest (1 directory)
  Accessible without login Plain text file Bootstrap.php Example Example script
  Accessible without login Plain text file phpunit.xml Data Auxiliary data

  Files folder image Files  /  test  /  MelisCmsProspectsTest  
File Role Description
Files folder imageController (1 file)

  Files folder image Files  /  test  /  MelisCmsProspectsTest  /  Controller  
File Role Description
  Plain text file MelisCmsProspectsControllerTest.php Class Class source

  Files folder image Files  /  view  
File Role Description
Files folder imagemelis-cms-prospects (5 directories)

  Files folder image Files  /  view  /  melis-cms-prospects  
File Role Description
Files folder imagedashboard-plugins (1 file)
Files folder imagemelis-cms-prospects-theme-items (14 files)
Files folder imagemelis-cms-prospects-themes (12 files)
Files folder imageplugins (3 files)
Files folder imagetool-prospects (22 files)

  Files folder image Files  /  view  /  melis-cms-prospects  /  dashboard-plugins  
File Role Description
  Accessible without login Plain text file prospects-statistics.phtml Example Example script

  Files folder image Files  /  view  /  melis-cms-prospects  /  melis-cms-prospects-theme-items  
File Role Description
  Accessible without login Plain text file delete.phtml Example Example script
  Accessible without login Plain text file edit.phtml Example Example script
  Accessible without login Plain text file item-list.phtml Example Example script
  Accessible without login Plain text file limit.phtml Data Auxiliary data
  Accessible without login Plain text file refresh.phtml Example Example script
  Accessible without login Plain text file search.phtml Data Auxiliary data
  Accessible without login Plain text file tool-container.phtml Example Example script
  Accessible without login Plain text file tool-content.phtml Example Example script
  Accessible without login Plain text file tool-header-add.phtml Example Example script
  Accessible without login Plain text file tool-header.phtml Example Example script
  Accessible without login Plain text file tool-modal-code-container.phtml Example Example script
  Accessible without login Plain text file tool-modal-code-content.phtml Example Example script
  Accessible without login Plain text file tool-modal-container.phtml Example Example script
  Accessible without login Plain text file tool-modal-content.phtml Example Example script

  Files folder image Files  /  view  /  melis-cms-prospects  /  melis-cms-prospects-themes  
File Role Description
  Accessible without login Plain text file delete.phtml Example Example script
  Accessible without login Plain text file edit.phtml Example Example script
  Accessible without login Plain text file item-list.phtml Example Example script
  Accessible without login Plain text file limit.phtml Data Auxiliary data
  Accessible without login Plain text file refresh.phtml Example Example script
  Accessible without login Plain text file search.phtml Data Auxiliary data
  Accessible without login Plain text file tool-container.phtml Example Example script
  Accessible without login Plain text file tool-content.phtml Example Example script
  Accessible without login Plain text file tool-header-add.phtml Example Example script
  Accessible without login Plain text file tool-header.phtml Example Example script
  Accessible without login Plain text file tool-modal-container.phtml Example Example script
  Accessible without login Plain text file tool-modal-content.phtml Example Example script

  Files folder image Files  /  view  /  melis-cms-prospects  /  plugins  
File Role Description
  Accessible without login Plain text file prospect-melis-modal-form-tab-1.phtml Example Example script
  Accessible without login Plain text file prospect-melis-modal-form-tab-2.phtml Example Example script
  Accessible without login Plain text file prospects-form.phtml Example Example script

  Files folder image Files  /  view  /  melis-cms-prospects  /  tool-prospects  
File Role Description
  Accessible without login Plain text file render-prospects.phtml Example Example script
  Accessible without login Plain text file render-tool-prospect-update-form.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...action-delete.phtml Example Example script
  Accessible without login Plain text file render-tool-prospects-action-edit.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...-filters-date.phtml Data Auxiliary data
  Accessible without login Plain text file render-tool-prospe...ilters-export.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...filters-limit.phtml Data Auxiliary data
  Accessible without login Plain text file render-tool-prospe...ers-pros-type.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...lters-refresh.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...ilters-search.phtml Data Auxiliary data
  Accessible without login Plain text file render-tool-prospe...-filters-site.phtml Example Example script
  Accessible without login Plain text file render-tool-prospects-content.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...r-date-filter.phtml Data Auxiliary data
  Accessible without login Plain text file render-tool-prospe...eader-refresh.phtml Example Example script
  Accessible without login Plain text file render-tool-prospects-header.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...dal-container.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...empty-content.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...pdate-content.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...ts-this-month.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...num-prospects.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...age-per-month.phtml Example Example script
  Accessible without login Plain text file render-tool-prospe...dgets-content.phtml Example Example script

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