ct/bmc_hub

Christian ffb3d335bc feat: Add Simply-CRM integration setup documentation and configuration details

docs: Create vTiger & Simply-CRM integration setup guide with credential requirements

feat: Implement ticket system enhancements including relations, calendar events, templates, and AI suggestions

refactor: Update ticket system migration to include audit logging and enhanced email metadata

2025-12-16 15:36:11 +01:00

3.3 KiB

Raw Blame History

vTiger & Simply-CRM Integration Setup

Status

✅ BMC Office Abonnementer - Virker nu! (fix applied: changed execute_query_single to execute_query)
⚠️ vTiger Cloud Abonnementer - Kræver credentials
⚠️ Simply-CRM Salgsordre - Kræver credentials

Problem

Abonnementer & Salgsordre fanen viste ingen data fra vTiger og Simply-CRM fordi:

BMC Office query brugte execute_query_single() - returnerede kun 1 række i stedet for alle
vTiger Cloud credentials mangler - VTIGER_URL, VTIGER_USERNAME, VTIGER_ACCESS_KEY
Simply-CRM credentials mangler - OLD_VTIGER_URL, OLD_VTIGER_USERNAME, OLD_VTIGER_ACCESS_KEY

Løsning

1. BMC Office Subscriptions (✅ Fixed)

Changed from execute_query_single() to execute_query() in app/customers/backend/router.py line 554.

Nu vises alle BMC Office abonnementer korrekt:

Kunde 327 (Maskinsikkerhed): 16 abonnementer
Kunde 372 (Norva24 Danmark A/S): 12 abonnementer

2. vTiger Cloud Integration (⚠️ Requires Credentials)

Tilføj følgende til .env filen:

# vTiger Cloud Integration
VTIGER_URL=https://bmcnetworks.od2.vtiger.com
VTIGER_USERNAME=din_vtiger_bruger
VTIGER_ACCESS_KEY=din_vtiger_access_key

Sådan finder du credentials:

Log ind på vTiger Cloud (https://bmcnetworks.od2.vtiger.com)
Gå til Settings (tandhjul øverst til højre)
Vælg Integration → Webservices
Kopier Access Key for din bruger
Username er din vTiger login email

3. Simply-CRM / Old vTiger Integration (⚠️ Requires Credentials)

Hvis I stadig bruger den gamle on-premise vTiger installation:

# Simply-CRM (Old vTiger On-Premise)
OLD_VTIGER_URL=http://crm.bmcnetworks.dk
OLD_VTIGER_USERNAME=din_gamle_vtiger_bruger
OLD_VTIGER_ACCESS_KEY=din_gamle_access_key

Note: Simply-CRM bruges til at hente salgsordre med recurring_frequency fra det gamle system.

Test Efter Setup

Genstart API containeren:
```
docker restart bmc-hub-api
```

Test en kunde med vTiger ID:

curl http://localhost:8001/api/v1/customers/39/subscriptions | jq

Check logs for fejl:

docker logs bmc-hub-api --tail=50 | grep -i "vtiger\|simply"

Forventet Output

Med credentials konfigureret skulle du se:

{
  "status": "success",
  "recurring_orders": [...],      // vTiger recurring sales orders
  "sales_orders": [...],           // Simply-CRM orders med recurring_frequency
  "subscriptions": [...],          // vTiger Subscriptions module
  "expired_subscriptions": [...],  // Expired/cancelled subscriptions
  "bmc_office_subscriptions": [...] // Local BMC Office subscriptions (✅ works now)
}

Frontend Display

Abonnementer & Salgsordre fanen viser nu 3 sektioner:

vTiger Abonnementer - Subscriptions module data med lock/unlock funktion
BMC Office Abonnementer - Lokale abonnementer (✅ virker)
Samlet overblik - Stats kortene øverst

Troubleshooting

"VTIGER_URL not configured"

→ Tilføj credentials til .env og genstart containeren

"No Simply-CRM account found"

→ Kunden findes ikke i det gamle system, eller navnet matcher ikke præcist

"Not logged in to Simply-CRM"

→ OLD_VTIGER_ACCESS_KEY er forkert eller mangler

BMC Office subscriptions viser stadig ikke data

→ Tjek at containeren er restartet efter query fix

3.3 KiB Raw Blame History