def update_lead(request, pk):
lead_record = Lead.objects.filter(pk=pk).first()
template_name = "create_lead.html"
users = []
if request.user.role == 'ADMIN' or request.user.is_superuser:
users = User.objects.filter(is_active=True).order_by('email')
else:
users = User.objects.filter(role='ADMIN').order_by('email')
status = request.GET.get('status', None)
initial = {}
if status and status == "Qualified":
error = "This field is required."
lead_record.status = "Qualified"
initial.update({
"status": status, "lead": lead_record.id})
error = ""
form = LeadForm(instance=lead_record, initial=initial, assigned_to=users)
if request.POST:
form = LeadForm(request.POST, request.FILES,
instance=lead_record,
initial=initial, assigned_to=users)
if request.POST.get('status') == "Qualified":
form.fields['account_name'].required = True
form.fields['email'].required = True
else:
form.fields['account_name'].required = False
form.fields['email'].required = False
if form.is_valid():
assigned_to_ids = lead_record.assigned_to.all().values_list(
'id', flat=True)
lead_obj = form.save(commit=False)
lead_obj.save()
previous_assigned_to_users = list(lead_obj.assigned_to.all().values_list('id', flat=True))
lead_obj.tags.clear()
all_members_list = []
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t)
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t)
lead_obj.tags.add(tag)
if request.POST.getlist('assigned_to', []):
if request.POST.get('status') != "Qualified":
current_site = get_current_site(request)
assigned_form_users = form.cleaned_data.get(
'assigned_to').values_list('id', flat=True)
all_members_list = list(
set(list(assigned_form_users)) -
set(list(assigned_to_ids)))
# current_site = get_current_site(request)
# recipients = all_members_list
# send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
# protocol=request.scheme)
# if all_members_list:
# for assigned_to_user in all_members_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to lead.'
# message = render_to_string(
# 'assigned_to/leads_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'lead': lead_obj
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
lead_obj.assigned_to.clear()
lead_obj.assigned_to.add(*request.POST.getlist('assigned_to'))
else:
lead_obj.assigned_to.clear()
if request.POST.getlist('teams', []):
user_ids = Teams.objects.filter(id__in=request.POST.getlist('teams')).values_list('users', flat=True)
assinged_to_users_ids = lead_obj.assigned_to.all().values_list('id', flat=True)
for user_id in user_ids:
if user_id not in assinged_to_users_ids:
lead_obj.assigned_to.add(user_id)
if request.POST.getlist('teams', []):
lead_obj.teams.clear()
lead_obj.teams.add(*request.POST.getlist('teams'))
else:
lead_obj.teams.clear()
current_site = get_current_site(request)
assigned_to_list = list(lead_obj.assigned_to.all().values_list('id', flat=True))
recipients = list(set(assigned_to_list) - set(previous_assigned_to_users))
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
# update_leads_cache.delay()
if request.FILES.get('lead_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'lead_attachment').name
attachment.lead = lead_obj
attachment.attachment = request.FILES.get('lead_attachment')
attachment.save()
if request.POST.get('status') == "Qualified":
account_object = Account.objects.create(
created_by=request.user, name=lead_obj.account_name,
email=lead_obj.email, phone=lead_obj.phone,
description=request.POST.get('description'),
website=request.POST.get('website'),
lead=lead_obj
)
account_object.billing_address_line = lead_obj.address_line
account_object.billing_street = lead_obj.street
account_object.billing_city = lead_obj.city
account_object.billing_state = lead_obj.state
account_object.billing_postcode = lead_obj.postcode
account_object.billing_country = lead_obj.country
for tag in lead_obj.tags.all():
account_object.tags.add(tag)
if request.POST.getlist('assigned_to', []):
# account_object.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
current_site = get_current_site(request)
recipients = assigned_to_list
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
# current_site = get_current_site(request)
# for assigned_to_user in assigned_to_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to account.'
# message = render_to_string(
# 'assigned_to/account_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'account': account_object
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
for comment in lead_obj.leads_comments.all():
comment.account = account_object
comment.save()
account_object.save()
status = request.GET.get('status', None)
success_url = reverse('leads:list')
if status:
success_url = reverse('accounts:list')
return JsonResponse({'error': False, 'success_url': success_url})
return JsonResponse({'error': True, 'errors': form.errors})
context = {}
context["lead_obj"] = lead_record
user_assgn_list = [
assigned_to.id for assigned_to in lead_record.get_assigned_users_not_in_teams]
if request.user == lead_record.created_by:
user_assgn_list.append(request.user.id)
if request.user.role != "ADMIN" and not request.user.is_superuser:
if request.user.id not in user_assgn_list:
raise PermissionDenied
team_ids = [user.id for user in lead_record.get_team_users]
all_user_ids = [user.id for user in users]
users_excluding_team_id = set(all_user_ids) - set(team_ids)
users_excluding_team = User.objects.filter(id__in=users_excluding_team_id)
context["lead_form"] = form
context["accounts"] = Account.objects.filter(status="open")
context["users"] = users
context["users_excluding_team"] = users_excluding_team
context["countries"] = COUNTRIES
context["status"] = LEAD_STATUS
context["source"] = LEAD_SOURCE
context["error"] = error
context["teams"] = Teams.objects.all()
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i]
return render(request, template_name, context)
def create_lead(request):
template_name = "create_lead.html"
users = []
if request.user.role == 'ADMIN' or request.user.is_superuser:
users = User.objects.filter(is_active=True).order_by('email')
elif request.user.google.all():
users = []
else:
users = User.objects.filter(role='ADMIN').order_by('email')
form = LeadForm(assigned_to=users)
if request.POST:
print(request.POST)
cat_id = Category.objects.get(pk=request.POST.get('category'))
subc_id = SubCategory.objects.get(pk=request.POST.get('sub_category'))
item_id = ItemList.objects.get(pk=request.POST.get('item_list'))
form = LeadForm(request.POST, request.FILES, assigned_to=users,sub_category=subc_id,item_list=item_id)
if form.is_valid():
lead_obj = form.save(commit=False)
lead_obj.created_by = request.user
lead_obj.save()
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t)
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t)
lead_obj.tags.add(tag)
if request.POST.getlist('assigned_to', []):
lead_obj.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
if request.POST.getlist('teams', []):
user_ids = Teams.objects.filter(id__in=request.POST.getlist('teams')).values_list('users', flat=True)
assinged_to_users_ids = lead_obj.assigned_to.all().values_list('id', flat=True)
for user_id in user_ids:
if user_id not in assinged_to_users_ids:
lead_obj.assigned_to.add(user_id)
if request.POST.getlist('teams', []):
lead_obj.teams.add(*request.POST.getlist('teams'))
if request.POST.getlist('products',[]):
lead_obj.products.add(*request.POST.getlist('products'))
current_site = get_current_site(request)
recipients = list(lead_obj.assigned_to.all().values_list('id', flat=True))
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
if request.FILES.get('lead_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'lead_attachment').name
attachment.lead = lead_obj
attachment.attachment = request.FILES.get('lead_attachment')
attachment.save()
if request.POST.get('status') == "converted":
account_object = Account.objects.create(
created_by=request.user, name=lead_obj.account_name,
email=lead_obj.email, phone=lead_obj.phone,
description=request.POST.get('description'),
website=request.POST.get('website'),
)
account_object.billing_address_line = lead_obj.address_line
account_object.billing_street = lead_obj.street
account_object.billing_city = lead_obj.city
account_object.billing_state = lead_obj.state
account_object.billing_postcode = lead_obj.postcode
account_object.billing_country = lead_obj.country
for tag in lead_obj.tags.all():
account_object.tags.add(tag)
if request.POST.getlist('assigned_to', []):
# account_object.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
current_site = get_current_site(request)
recipients = assigned_to_list
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
account_object.save()
# update_leads_cache.delay()
success_url = reverse('leads:list')
if request.POST.get("savenewform"):
success_url = reverse("leads:add_lead")
return JsonResponse({'error': False, 'success_url': success_url})
return JsonResponse({'error': True, 'errors': form.errors})
context = {}
context["lead_form"] = form
context["accounts"] = Account.objects.filter(status="open")
context["users"] = users
context["countries"] = COUNTRIES
context["status"] = LEAD_STATUS
context["source"] = LEAD_SOURCE
context["teams"] = Teams.objects.all()
context['products'] = Product.objects.all()
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i]
return render(request, template_name, context)
def create_lead(request):
template_name = "create_lead.html"
users = []
if request.user.role == 'ADMIN' or request.user.is_superuser:
users = User.objects.filter(is_active=True).order_by('email')
elif request.user.google.all():
users = []
else:
users = User.objects.filter(role='ADMIN').order_by('email')
form = LeadForm(assigned_to=users)
if request.POST:
form = LeadForm(request.POST, request.FILES, assigned_to=users)
if form.is_valid():
lead_obj = form.save(commit=False)
lead_obj.created_by = request.user
lead_obj.save()
l = Lead.objects.values_list('id',flat=True).latest('id')
print("Lead:",l)
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t)
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t)
lead_obj.tags.add(tag)
if request.POST.getlist('assigned_to', []):
lead_obj.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
for i in assigned_to_list:
print("I:",i)
print(User.objects.values_list('username',flat=True).get(id=i))
# V_user = get_object_or_404(User,pk=i)
v_user=User.objects.values_list('username',flat=True).get(id=i)
uname = request.user.id
notifi=LeadNotification.objects.create(leadid=l,userid=i)
# current_site = get_current_site(request)
# recipients = assigned_to_list
# send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
# protocol=request.scheme)
# for assigned_to_user in assigned_to_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to lead.'
# message = render_to_string(
# 'assigned_to/leads_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'lead': lead_obj
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
if request.POST.getlist('teams', []):
user_ids = Teams.objects.filter(id__in=request.POST.getlist('teams')).values_list('users', flat=True)
assinged_to_users_ids = lead_obj.assigned_to.all().values_list('id', flat=True)
for user_id in user_ids:
if user_id not in assinged_to_users_ids:
lead_obj.assigned_to.add(user_id)
if request.POST.getlist('teams', []):
lead_obj.teams.add(*request.POST.getlist('teams'))
current_site = get_current_site(request)
recipients = list(lead_obj.assigned_to.all().values_list('id', flat=True))
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
if request.FILES.get('lead_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'lead_attachment').name
attachment.lead = lead_obj
attachment.attachment = request.FILES.get('lead_attachment')
attachment.save()
if request.POST.get('status') == "qualified":
account_object = Account.objects.create(
created_by=request.user, name=lead_obj.account_name,
email=lead_obj.email, phone=lead_obj.phone,
description=request.POST.get('description'),
website=request.POST.get('website'),
)
account_object.billing_address_line = lead_obj.address_line
account_object.billing_street = lead_obj.street
account_object.billing_city = lead_obj.city
account_object.billing_state = lead_obj.state
account_object.billing_postcode = lead_obj.postcode
account_object.billing_country = lead_obj.country
for tag in lead_obj.tags.all():
account_object.tags.add(tag)
if request.POST.getlist('assigned_to', []):
# account_object.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
current_site = get_current_site(request)
recipients = assigned_to_list
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
# for assigned_to_user in assigned_to_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to account.'
# message = render_to_string(
# 'assigned_to/account_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'account': account_object
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
account_object.save()
# update_leads_cache.delay()
success_url = reverse('leads:list')
if request.POST.get("savenewform"):
success_url = reverse("leads:add_lead")
return JsonResponse({'error': False, 'success_url': success_url})
return JsonResponse({'error': True, 'errors': form.errors})
context = {}
context["lead_form"] = form
context["accounts"] = Account.objects.filter(status="open")
context["users"] = users
context["countries"] = COUNTRIES
context["status"] = LEAD_STATUS
context["source"] = LEAD_SOURCE
context["teams"] = Teams.objects.all()
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i]
return render(request, template_name, context)
def put(self, request, pk, **kwargs):
params = (
self.request.query_params
if len(self.request.data) == 0
else self.request.data
)
self.lead_obj = self.get_object(pk)
if self.lead_obj.org != request.org:
return Response(
{"error": True, "errors": "User company does not match with header...."},
status=status.HTTP_403_FORBIDDEN
)
serializer = LeadCreateSerializer(
data=params,
instance=self.lead_obj,
request_obj=request,
)
if serializer.is_valid():
lead_obj = serializer.save()
previous_assigned_to_users = list(
lead_obj.assigned_to.all().values_list("id", flat=True)
)
lead_obj.tags.clear()
if params.get("tags"):
tags = json.loads(params.get("tags"))
# for t in tags:
# tag,_ = Tags.objects.get_or_create(name=t)
# lead_obj.tags.add(tag)
for t in tags:
tag = Tags.objects.filter(slug=t.lower())
if tag.exists():
tag = tag[0]
else:
tag = Tags.objects.create(name=t)
lead_obj.tags.add(tag)
assigned_to_list = list(
lead_obj.assigned_to.all().values_list("id", flat=True)
)
recipients = list(set(assigned_to_list) -
set(previous_assigned_to_users))
send_email_to_assigned_user.delay(
recipients,
lead_obj.id,
)
if request.FILES.get("lead_attachment"):
attachment = Attachments()
attachment.created_by = request.profile
attachment.file_name = request.FILES.get(
"lead_attachment").name
attachment.lead = lead_obj
attachment.attachment = request.FILES.get("lead_attachment")
attachment.save()
lead_obj.contacts.clear()
if params.get("contacts"):
obj_contact = Contact.objects.filter(
id=params.get("contacts"), org=request.org)
lead_obj.contacts.add(obj_contact)
lead_obj.teams.clear()
if params.get("teams"):
teams_list = json.loads(params.get("teams"))
teams = Teams.objects.filter(
id__in=teams_list, org=request.org)
lead_obj.teams.add(*teams)
lead_obj.assigned_to.clear()
if params.get("assigned_to"):
assinged_to_list = json.loads(
params.get("assigned_to"))
profiles = Profile.objects.filter(
id__in=assinged_to_list, org=request.org)
lead_obj.assigned_to.add(*profiles)
if params.get("status") == "converted":
account_object = Account.objects.create(
created_by=request.profile,
name=lead_obj.account_name,
email=lead_obj.email,
phone=lead_obj.phone,
description=params.get("description"),
website=params.get("website"),
lead=lead_obj,
org=request.org
)
account_object.billing_address_line = lead_obj.address_line
account_object.billing_street = lead_obj.street
account_object.billing_city = lead_obj.city
account_object.billing_state = lead_obj.state
account_object.billing_postcode = lead_obj.postcode
account_object.billing_country = lead_obj.country
comments = Comment.objects.filter(lead=self.lead_obj)
if comments.exists():
for comment in comments:
comment.account_id = account_object.id
attachments = Attachments.objects.filter(lead=self.lead_obj)
if attachments.exists():
for attachment in attachments:
attachment.account_id = account_object.id
for tag in lead_obj.tags.all():
account_object.tags.add(tag)
if params.get("assigned_to"):
# account_object.assigned_to.add(*params.getlist('assigned_to'))
assigned_to_list = json.loads(params.get("assigned_to"))
recipients = assigned_to_list
send_email_to_assigned_user.delay(
recipients,
lead_obj.id,
)
for comment in lead_obj.leads_comments.all():
comment.account = account_object
comment.save()
account_object.save()
return Response(
{
"error": False,
"message": "Lead Converted to Account Successfully",
},
status=status.HTTP_200_OK,
)
return Response(
{"error": False, "message": "Lead updated Successfully"},
status=status.HTTP_200_OK,
)
return Response(
{"error": True, "errors": serializer.errors},
status=status.HTTP_400_BAD_REQUEST,
)
