site_name: BottleCRM site_description: Self-hosted, multi-tenant CRM. Setup, self-hosting, API and development documentation. site_url: https://django-crm.readthedocs.io/ repo_url: https://github.com/django-crm/Django-CRM repo_name: django-crm/Django-CRM edit_uri: edit/master/docs/ docs_dir: docs # docs/ also holds internal specs, plans and design references. MkDocs copies # every file under docs_dir into the built site regardless of nav, so these # must be excluded explicitly or they are published. exclude_docs: | superpowers/ design/ theme: name: material features: - navigation.sections - navigation.top - navigation.instant - content.code.copy - content.action.edit - search.suggest - toc.follow palette: - media: "(prefers-color-scheme: light)" scheme: default toggle: icon: material/weather-night name: Switch to dark mode - media: "(prefers-color-scheme: dark)" scheme: slate toggle: icon: material/weather-sunny name: Switch to light mode markdown_extensions: - admonition - attr_list - def_list - tables - toc: permalink: true - pymdownx.details - pymdownx.superfences - pymdownx.tabbed: alternate_style: true - pymdownx.highlight: anchor_linenums: true nav: - Home: index.md - Getting started: - Docker quick start: getting-started/docker-quick-start.md - Manual setup: getting-started/manual-setup.md - First sign-in: getting-started/first-sign-in.md - Demo data and packs: getting-started/demo-data.md - Modules: getting-started/modules.md - Self-hosting: - Requirements: self-hosting/requirements.md - Docker: self-hosting/docker.md - Production deployment: self-hosting/production-deploy.md - PostgreSQL and RLS: self-hosting/postgresql-and-rls.md - Environment variables: self-hosting/environment-variables.md - Email and Celery: self-hosting/email-and-celery.md - Google OAuth: self-hosting/google-oauth.md - Backups and upgrades: self-hosting/backups-and-upgrades.md - Security hardening: self-hosting/security-hardening.md - Troubleshooting: self-hosting/troubleshooting.md - Architecture: - Overview: architecture/overview.md - Multi-tenancy and RLS: architecture/multi-tenancy-and-rls.md - Authentication: architecture/authentication.md - Permissions and roles: architecture/permissions-and-roles.md - Data model: architecture/data-model.md - Background jobs: architecture/background-jobs.md - API reference: - Conventions: api/conventions.md - Authentication: api/authentication.md - Errors: api/errors.md - Tokens and API keys: api/tokens-and-api-keys.md - Modules: api/modules.md - Leads: api/leads.md - Accounts: api/accounts.md - Contacts: api/contacts.md - Opportunities: api/opportunities.md - Cases: api/cases.md - Macros: api/macros.md - Tasks: api/tasks.md - Invoices and estimates: api/invoices.md - CSV exports: api/exports.md - Saved views: api/saved-views.md - Security audit log: api/audit-log.md - Customer portal: api/customer-portal.md - Endpoint index: api/endpoint-index.md - Integrations: - AI agents: integrations/ai-agents.md - Web forms: integrations/web-forms.md - Inbound email: integrations/inbound-email.md - Webhooks: integrations/webhooks.md - Automation rules: integrations/automation.md - CSV import: integrations/csv-import.md - Python sample: integrations/python-sample.md - JavaScript sample: integrations/javascript-sample.md - Mobile app: - Build and configure: mobile/build-and-configure.md - Connect to self-hosted: mobile/connect-to-self-hosted.md - Release builds: mobile/release-builds.md - Contributing: - Development setup: contributing/development-setup.md - Repository layout: contributing/repo-layout.md - Testing: contributing/testing.md - Code style: contributing/code-style.md - Adding an org-scoped model: contributing/adding-an-org-scoped-model.md - Security rules: contributing/security-rules.md - Pull requests: contributing/pull-requests.md - Releasing: contributing/releasing.md - Reference: - Environment variables: reference/environment-variables.md - Management commands: reference/management-commands.md - Glossary: reference/glossary.md