2022 refactor - dash-salesforce-crm

apps/dash-salesforce-crm/.gitignore

@@ -1,7 +1,192 @@
-venv/
-.env
+# .gitignore specifies the files that shouldn't be included
+# in version control and therefore shouldn't be included when
+# deploying an application to Dash Enterprise
+# This is a very exhaustive list!
+# This list was based off of https://github.com/github/gitignore
+
+# Ignore data that is generated during the runtime of an application
+# This folder is used by the "Large Data" sample applications
+runtime_data/
+data/
+
+# Omit SQLite databases that may be produced by dash-snapshots in development
+*.db
+
+# Byte-compiled / optimized / DLL files
 __pycache__/
-apps/__pycache__/
-*.DS_Store
-.vscode
-secrets.sh
+*.py[cod]
+*$py.class
+
+
+# Jupyter Notebook
+
+.ipynb_checkpoints
+*/.ipynb_checkpoints/*
+
+# IPython
+profile_default/
+ipython_config.py
+
+# Environments
+.env
+.venv
+env/
+venv/
+ENV/
+env.bak/
+venv.bak/
+secrets.sh
+
+# Spyder project settings
+.spyderproject
+.spyproject
+
+*.log
+local_settings.py
+db.sqlite3
+db.sqlite3-journal
+
+
+# macOS General
+.DS_Store
+.AppleDouble
+.LSOverride
+
+# Icon must end with two \r
+Icon
+
+# Thumbnails
+._*
+
+# Files that might appear in the root of a volume
+.DocumentRevisions-V100
+.fseventsd
+.Spotlight-V100
+.TemporaryItems
+.Trashes
+.VolumeIcon.icns
+.com.apple.timemachine.donotpresent
+
+# Directories potentially created on remote AFP share
+.AppleDB
+.AppleDesktop
+Network Trash Folder
+Temporary Items
+.apdisk
+
+# Windows thumbnail cache files
+Thumbs.db
+Thumbs.db:encryptable
+ehthumbs.db
+ehthumbs_vista.db
+
+# Dump file
+*.stackdump
+
+# Folder config file
+[Dd]esktop.ini
+
+# Recycle Bin used on file shares
+$RECYCLE.BIN/
+
+# Windows Installer files
+*.cab
+*.msi
+*.msix
+*.msm
+*.msp
+
+# Windows shortcuts
+*.lnk
+
+# History files
+.Rhistory
+.Rapp.history
+
+# Session Data files
+.RData
+
+# User-specific files
+.Ruserdata
+
+# Example code in package build process
+*-Ex.R
+
+# Output files from R CMD check
+/*.Rcheck/
+
+# RStudio files
+.Rproj.user/
+
+# produced vignettes
+vignettes/*.html
+vignettes/*.pdf
+
+# OAuth2 token, see https://github.com/hadley/httr/releases/tag/v0.3
+.httr-oauth
+
+# knitr and R markdown default cache directories
+*_cache/
+/cache/
+
+# Temporary files created by R markdown
+*.utf8.md
+*.knit.md
+
+# R Environment Variables
+.Renviron
+
+# Linux
+*~
+
+# temporary files which can be created if a process still has a handle open of a deleted file
+.fuse_hidden*
+
+# KDE directory preferences
+.directory
+
+# Linux trash folder which might appear on any partition or disk
+.Trash-*
+
+# .nfs files are created when an open file is removed but is still being accessed
+.nfs*
+
+# VSCode
+.vscode/*
+!.vscode/settings.json
+!.vscode/tasks.json
+!.vscode/launch.json
+!.vscode/extensions.json
+*.code-workspace
+
+# SublineText
+# Cache files for Sublime Text
+*.tmlanguage.cache
+*.tmPreferences.cache
+*.stTheme.cache
+
+# Workspace files are user-specific
+*.sublime-workspace
+
+# Project files should be checked into the repository, unless a significant
+# proportion of contributors will probably not be using Sublime Text
+# *.sublime-project
+
+# SFTP configuration file
+sftp-config.json
+
+# Package control specific files
+Package Control.last-run
+Package Control.ca-list
+Package Control.ca-bundle
+Package Control.system-ca-bundle
+Package Control.cache/
+Package Control.ca-certs/
+Package Control.merged-ca-bundle
+Package Control.user-ca-bundle
+oscrypto-ca-bundle.crt
+bh_unicode_properties.cache
+
+# Sublime-github package stores a github token in this file
+# https://packagecontrol.io/packages/sublime-github
+GitHub.sublime-settings 

apps/dash-salesforce-crm/Procfile

@@ -1 +1 @@
-web: gunicorn index:server
+web: gunicorn app:server

apps/dash-salesforce-crm/README.md

@@ -55,13 +55,13 @@ This app uses Salesforce API in order to implement a custom CRM dashboard. The A
 
 The following are screenshots for the app in this repo:
 
-![Screenshot1](screenshots/opportunities_screenshot.png)
+![Screenshot1](assets/github/opportunities_screenshot.png)
 
-![Screenshot1](screenshots/leads_screenshot.png)
+![Screenshot1](assets/github/leads_screenshot.png)
 
-![Screenshot1](screenshots/cases_screenshot.png)
+![Screenshot1](assets/github/cases_screenshot.png)
 
-![Animated](screenshots/dash-salesforce-demo.gif)
+![Animated](assets/github/dash-salesforce-demo.gif)
 
 
 

apps/dash-salesforce-crm/app.py

@@ -1,50 +1,31 @@
-import math
-import dash
-import dash_html_components as html
+from dash import Dash, html, dcc, Input, Output
+import dash_bootstrap_components as dbc
+from pages import opportunities, cases, leads
 
-from sfManager import sf_Manager
+from constants import salesforce_manager
+from utils.components import Header
 
-app = dash.Dash(
- __name__, meta_tags=[{"name": "viewport", "content": "width=device-width"}]
+app = Dash(
+ __name__, 
+ external_stylesheets=[dbc.themes.QUARTZ],
+ title="CRM Salesforce"
+)
+server = app.server
+
+app.layout = dbc.Container([
+ Header(app),
+ dbc.Tabs([
+ dbc.Tab(opportunities.layout, label="Opportunities"),
+ dbc.Tab(leads.layout, label="Leads"),
+ dbc.Tab(cases.layout, label="Cases"),
+ ]),
+
+ dcc.Store(id="opportunities_df", data=salesforce_manager.get_opportunities().to_json(orient="split")),
+ dcc.Store(id="leads_df", data=salesforce_manager.get_leads().to_json(orient="split")),
+ dcc.Store(id="cases_df", data=salesforce_manager.get_cases().to_json(orient="split")),
+ ],
+ fluid=True,
 )
 
-app.config.suppress_callback_exceptions = True
-
-sf_manager = sf_Manager()
-
-millnames = ["", " K", " M", " B", " T"] # used to convert numbers
-
-
-# return html Table with dataframe values
-def df_to_table(df):
- return html.Table(
- [html.Tr([html.Th(col) for col in df.columns])]
- + [
- html.Tr([html.Td(df.iloc[i][col]) for col in df.columns])
- for i in range(len(df))
- ]
- )
-
-
-# returns most significant part of a number
-def millify(n):
- n = float(n)
- millidx = max(
- 0,
- min(
- len(millnames) - 1, int(math.floor(0 if n == 0 else math.log10(abs(n)) / 3))
- ),
- )
-
- return "{:.0f}{}".format(n / 10 ** (3 * millidx), millnames[millidx])
-
-
-# returns top indicator div
-def indicator(color, text, id_value):
- return html.Div(
- [
- html.P(id=id_value, className="indicator_value"),
- html.P(text, className="twelve columns indicator_text"),
- ],
- className="four columns indicator pretty_container",
- )
+if __name__ == "__main__":
+ app.run_server(debug=True)

apps/dash-salesforce-crm/assets/css/app.css

@@ -0,0 +1,83 @@
+.header {
+ padding: 5px 15px 5px 10px;
+}
+
+.header-logos {
+ display: flex;
+ flex-direction: row;
+ align-items: center;
+ justify-content: flex-end;
+ gap: 5%;
+}
+
+.row {
+ margin-top: 20px;
+}
+
+.card {
+ margin-bottom: 20px;
+}
+
+.tab-content {
+ padding: 10px 10rem 0 10rem;
+}
+
+/* graph background color */
+.main-svg {
+ background-color: transparent !important;
+}
+.layer.bg * {
+ fill: none !important;
+}
+/* Graph legend */
+.infolayer .legend .bg {
+ fill: none !important;
+}
+
+/* table */
+td {
+ background-color: transparent !important;
+}
+th span {
+ font-weight: bold;
+ text-align: center;
+}
+th {
+ background-color: rgba(202, 65, 123, 0.7) !important;
+}
+
+
+/* Demo button css */
+.demo-button {
+ font-family: Open Sans,sans-serif;
+ text-decoration: none;
+ display: inline-flex;
+ -webkit-align-items: center;
+ -webkit-box-align: center;
+ -ms-flex-align: center;
+ align-items: center;
+ border-radius: 8px;
+ font-weight: 700;
+ height: 2.5rem;
+ font-size: 13px;
+ -webkit-padding-start: 1rem;
+ padding-inline-start: 1rem;
+ -webkit-padding-end: 1rem;
+ padding-inline-end: 1rem;
+ color: #ffffff;
+ letter-spacing: 2px;
+ border: solid 1.5px transparent;
+ box-shadow: 2px 1000px 1px #0c0c0c inset;
+ background-image: linear-gradient(135deg, #7A76FF, #7A76FF, #7FE4FF);
+ -webkit-background-size: 200% 100%;
+ background-size: 200% 100%;
+ -webkit-background-position: 99%;
+ background-position: 99%;
+ background-origin: border-box;
+ transition: all .4s ease-in-out;
+ padding-top: 15px;
+ padding-bottom: 15px;
+}
+.demo-button:hover {
+ color: #7A76FF;
+}