Difference between revisions of "Technical Documentation"

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| contact_activity || custom2 || order_line_id || (BR's only) order_line_id from which the Blessing Request was made
 
| contact_activity || custom2 || order_line_id || (BR's only) order_line_id from which the Blessing Request was made
 
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| contact_activity || (others) || || other custom fields defined as needed by multiple sign-up formsSee /includes/web-dmc-form-process.php
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| contact_activity || (others) || defined as needed by multiple sign-up forms|| See /includes/web-dmc-form-process.php
 
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Revision as of 13:09, 22 September 2021

System Architecture Overview

The HS CRM application system is built on the LAMP (Linux-Apache-MySQL-PHP) platform. It is designed to operate with two main user interfaces: (1) a company staff-facing backend user interface, and (2) integration with a front-end company website, preferably built in Wordpress and running on the same web server as the backend system.

Main Components

Assuming the web server domain directory is in a /public_html (or /www) directory,

  • The HS core software, located on the web server in the /public_html/houghton directory;
  • Customized versions of the core software code files, located in the /public_html/houghton_local directory;
  • A single MySQL database;
  • A front-end website, usually built on the Wordpress platform.

Client Custom Fields

The Optimist Daily

Table Custom Field Meaning Value List
contacts custom1 Delivery Frequency Best of the Week, Week Day, M-W-F
products custom1 Switch to Product ID toggle to this product when switching from Monthly to Annual, and vice-versa, on website checkout page

The Divine Mother Center

Table Custom Field Meaning Value List
contact_activity custom1 Requested by contact_id (BR's only) contact_id of who made this Blessing Request
contact_activity custom2 order_line_id (BR's only) order_line_id from which the Blessing Request was made
contact_activity (others) defined as needed by multiple sign-up forms See /includes/web-dmc-form-process.php
contacts custom1 Birthdate yyyy-mm-dd
contacts custom2 Teachable.com user_id number
contacts custom3 Mother's Name text
contacts custom4 Father's Name text
payments custom5 Quickbooks Item text (temporary field for data initialization)
products custom1 Teachable.com course_id number
products custom2 Blessing Request included Y/N (default 'Y')
products custom3 Course author/coach text
products custom4 Quantity in Safe number
products custom5 Quickbooks Mapping text (temporary field for data initialization)
sources custom1 Teachable.com school_id 547579=Virtual Ashram, 31644=Divine Mother School

Special Auto-Responder Code Files

HS has logic to automatically send email auto-responders using the following code files:

mail_career_thank_you.php

mail_cc_declined.php

mail_cc_declined.php.2

mail_cc_declined.php.3

mail_cc_expiring.php

mail_event_guest_link.php

mail_event_registration_instructions.php

mail_event_table_host_instructions.php

mail_event_table_host_not_found.php

mail_event_table_host_notification.php

mail_event_thanks.php

mail_event_ticket.php

mail_fundraiser_payment_notification.php

mail_fundraiser_welcome.php

mail_gifter_notification.php

mail_gift_recipient_notification.php

mail_job_filled.php

mail_passwd_reset.php

mail_payment_update_confirmed.php

mail_renew_recurring.php

mail_subscription_cancel.php

mail_subscription_start.php

mail_volunteer.php

mail_welcome.php