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Personal Relationship Manager - a CRM to manage your friends and family.

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MonicaHQ

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Introduction

MonicaHQ is an open-source web application to manage your personal relationships. Think of it as a CRM for your friends or family. This is what it currently looks like:

screenshot of the application

Purpose

MonicaHQ allows people to keep track of everything that's important about their friends and family. Like the activities done with them. When you last called someone. What you talked about. It will help you remember the name and the age of the kids. It can also remind you to call someone you haven't talked to in a while.

What MonicaHQ isn't

MonicaHQ is not a social network. It's not meant to be social. In fact, it's for your eyes only. MonicaHQ is also not a smart assistant - it won't guess what you want to do. In fact it's pretty dumb: it will send you emails only for the things you asked to be reminded of.

Who is it for?

This project is for people who have hard time remembering details about other people's lives - especially the ones they care about. Yes, you can still use Facebook to achieve this, but you will only be able to see what people do and post - and if they are not on Facebook, you are stuck anyway.

I originally built this tool to help me in my private life: I've been living away of my own country for a long time now. I want to keep notes and remember the life of my friends in my home country and be able to ask the relevant questions when I email them or talk to them over the phone. Moreover, as a foreigner in my new country, I met a lot of other foreigners - and most come back to their countries. I still want to remember the names or ages of their kids. Call it cheating - I call it caring.

We've already received numerous feedback of users who suffer from Asperger's syndrome who use this application on a daily basis. It helps them have better social interactions.

The 5 years vision

MonicaHQ is the simplest, yet most complete, open-source tool to manage your personal relationships. It's available on any platform, is easy to contribute to and has a robust API to talk to other systems.

Get started

We provide a hosted version of this application on https://monicahq.com.

If you prefer to, you can simply clone the repository and set it up yourself on any hosting provider, for free. I'm just asking that you don't try to make money out of it yourself.

To update your own instance, follow the instructions below.

Setup the project on your server or locally

The best way to setup the project locally is to use Homestead. This is what is used to develop MonicaHQ and will provide a common base for everyone who wants to contribute to the project. Once Homestead is installed, you can pull the repository and start setup MonicaHQ.

  1. composer install
  2. cp .env.example .env to configure MonicaHQ
  3. npm install to install bower and gulp.
  4. bower install to install front-end dependencies in the vendor folder.
  5. Create 2 databases: monica and monica_test
  6. php artisan migrate to run all migrations
  7. php artisan storage:link to access the avatars.

Optional step:

This step is to populate the instance with fake data, so you can test with real data instead of lorem ipsum.

  1. php artisan db:seed to load all seeds.

Note that the seeders will create two accounts.

  • First account is [email protected] with the password admin. This account contains a lot of fake data that will let you play with the product.
  • Second account is [email protected] with the password blank. This account does not contain any data and shall be used to check all the blank states.

Setup the testing environment

MonicaHQ uses the testing capabilities of Laravel to do unit and functional testing. While all code will have to go through to Travis before being merged, tests can still be executed locally before pushing them. In fact, we encourage you strongly to do it first.

To setup the test environment, create a separate testing database locally. Smart defaults are provided in .env.example.

You need to setup the test database and seeds before running your tests:

  • php artisan migrate --database testing
  • php artisan db:seed --database testing

To run the tests, use the phpunit command.

If you use TravisCI to test the application, it is setup to automatically do these actions.

Each time you change the schema of the database, you need to run again the migrations and the seeders by running the two commands above.

Update your local instance (or your server if you run it on production)

There is no concept of releases at the moment. If you run the project locally, or if you have installed MonicaHQ on your own server, to update it, you need to follow these steps below, every single time, or you will run into problems.

composer update
git pull origin master
php artisan migrate

That should be it.

Front-end

Bower

We use Bower to manage front-end dependencies. The first time you install the project, you need to bower install in the root of the project. When you want to update the dependencies, it's bower update.

To install a new package, use bower install jquery -S. The -S option is to update bower.json to lock the specific version.

All the assets are stored in resources/vendor.

Watching and compiling assets

CSS is written in SASS and therefore needs to be compiled before being used by the application. To compile those front-end assets, use gulp.

To monitor changes and compile assets on the fly, use gulp watch.

Bootstrap 4

At the current time, we are using Bootstrap 4 Alpha 2. Not everything though - we do use only what we need. I would have wanted to use something completely custom, but why reinvent the wheel? Anyway, make sure you don't update this dependency with Bower. If you do, make sure that everything is thorougly tested as when Bootstrap changes version, a lot of changes are introduced.

Backend

Email testing

Emails are an important of MonicaHQ. Emails are still the most significant means of communication and people like receiving them when they are relevant. That being said, you will need to test emails to make sure they contain what they should contain.

For development purposes, you have two choices:

  1. You can use Mailtrap. This is an amazing service that provides a free plan that is plenty enough to test all the emails that are sent.
  2. If you use Homestead to code on your local machine, you can use mailhog that is built-in. To use it, you first need to start mailhog (sudo service mailhog restart). Then, head up to http://localhost:8025 in your browser to load Mailhog's UI.

Email reminders

Reminders are generated and sent using an Artisan command monica:sendnotifications. This command is scheduled to be triggered every hour in app/console/Kernel.php.

Statistics

Statistics are generated by the Artisan command monica:calculatestatistics every night at midnight and this cron is defined in app/console/Kernel.php.

Contributing

We welcome contributions of all kinds from anyone. We do however have rules.

  • MonicaHQ is written with a great framework, Laravel. We care deeply about keeping MonicaHQ very simple on purpose. The simpler the code is, the simpler it will be to maintain it and debug it when needed. That means we don't want to make it a one page application, or add any kind of complexities whatsoever.
  • That means we won't accept pull requests that add too much complexity, or written in a way we don't understand. Again, the number 1 priority should be to simplify the maintenance on the long run.
  • It's better to move forward fast by shipping good features, than waiting for months and ship a perfect feature.
  • Our product philosophy is simple. Things do not have to be perfect. They just need to be shipped. As long as it works and aligns with the vision, you should ship as soon as possible. Even if it's ugly, or very small, that does not matter.

How the community can help

I'm looking for people willing to write tests for the existing features.

License

Copyright (c) 2016-2017 Regis Freyd

Licensed under the AGPL License

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