def add_fields(self, form, index):
"""that adds the field in, overwriting the previous default field"""
super(MissionStaffingInlineFormset, self).add_fields(form, index)
if self.instance.start_date:
minDate = self.instance.start_date.replace(day=1)
else:
minDate = self.instance.staffing_start_date()
if minDate:
minDate = max(minDate, date.today() - timedelta(365))
minDate = min(minDate, date.today())
else:
minDate = None
if self.instance.end_date:
maxDate = self.instance.end_date.replace(day=1)
else:
maxDate = None
form.fields["consultant"] = ModelChoiceField(
widget=ConsultantChoices(attrs={
'data-placeholder':
_("Select a consultant to add forecast...")
}),
queryset=Consultant.objects)
form.fields["staffing_date"] = StaffingDateChoicesField(
minDate=minDate, maxDate=maxDate)
form.fields["charge"].widget.attrs.setdefault("size",
3) # Reduce default size
form.fields["comment"].widget.attrs.setdefault("class",
"hidden-xs hidden-sm")
class CompanyForm(PydiciCrispyModelForm):
class Meta:
model = Company
businessOwner = ConsultantChoices(label=_("Business Owner"))
def __init__(self, *args, **kwargs):
super(CompanyForm, self).__init__(*args, **kwargs)
self.helper.layout = Layout(Div(Column("name", "code", "businessOwner", "web", css_class="col-md-6"),
Column(css_class="col-md-6"),
css_class="row"),
self.submit)
def add_fields(self, form, index):
"""that adds the field in, overwriting the previous default field"""
super(MissionStaffingInlineFormset, self).add_fields(form, index)
minDate = self.instance.staffing_set.all().aggregate(Min("staffing_date")).values()
if minDate and minDate[0]:
minDate = min(minDate[0], date.today())
else:
minDate = None
form.fields["consultant"] = ConsultantChoices(label=_("Consultant"), widget=AutoHeavySelect2Widget(select2_options={"dropdownAutoWidth": "true",
"placeholder": _("Select a consultant to add forecast...")}))
form.fields["staffing_date"] = StaffingDateChoices(widget=Select2Widget(select2_options={"placeholder": _("Select a month...")}),
minDate=minDate)
form.fields["charge"].widget.attrs.setdefault("size", 3) # Reduce default size
class MissionForm(PydiciCrispyModelForm):
"""Form used to change mission name and price"""
contacts = MissionContactMChoices(required=False)
lead = LeadChoices(required=False)
responsible = ConsultantChoices(required=False)
def __init__(self, *args, **kwargs):
super(MissionForm, self).__init__(*args, **kwargs)
self.helper.layout = Layout(Div(Column(Field("description", placeholder=_("Name of this mission. Leave blank when leads has only one mission")),
AppendedText("price", "k€"), "billing_mode", "probability", "nature", "active", css_class="col-md-6"),
Column(Field("deal_id", placeholder=_("Leave blank to auto generate")), "subsidiary", "responsible", "contacts",
css_class="col-md-6"),
css_class="row"),
Field("lead", type="hidden"), Field("archived_date", type="hidden"),
self.submit)
def clean_price(self):
"""Ensure mission price don't exceed remaining lead amount"""
if not self.cleaned_data["price"]:
# Don't check anything if not price given
return self.cleaned_data["price"]
if not self.instance.lead:
raise ValidationError(_("Cannot add price to mission without lead"))
if not self.instance.lead.sales:
raise ValidationError(_("Mission's lead has no sales price. Define lead sales price."))
total = 0 # Total price for all missions except current one
for mission in self.instance.lead.mission_set.exclude(id=self.instance.id):
if mission.price:
total += mission.price
remaining = self.instance.lead.sales - total
if self.cleaned_data["price"] > remaining:
raise ValidationError(_(u"Only %s k€ are remaining on this lead. Define a lower price" % remaining))
# No error, we return data as is
return self.cleaned_data["price"]
class Meta:
model = Mission
class LeadForm(PydiciCrispyModelForm):
class Meta:
model = Lead
responsible = ConsultantChoices(required=False, label=_("Responsible"))
salesman = SalesManChoices(required=False, label=_("Salesman"))
business_broker = BusinessBrokerChoices(required=False,
label=_("Business broker"))
paying_authority = BusinessBrokerChoices(required=False,
label=_("Paying authority"))
client = ClientChoices()
staffing = ConsultantMChoices(required=False)
tags = TagField(label="", required=False)
def __init__(self, *args, **kwargs):
super(LeadForm, self).__init__(*args, **kwargs)
self.helper.layout = Layout(
TabHolder(
Tab(
_("Identification"),
Field(
"name",
placeholder=mark_safe(
_("Name of the lead. don't include client name"))),
AppendedText(
"client",
"<a href='%s' target='_blank'><span class='glyphicon glyphicon-plus'></span></a>"
% reverse("crm.views.client")), "subsidiary",
"description",
Field("action",
placeholder=_("Next commercial action to be done"))),
Tab(
_("State and tracking"),
Div(
Column(
"responsible",
Field("due_date",
placeholder=_("Due date for next step"),
css_class="datepicker"),
Field(
"start_date",
placeholder=_("Date of the operational start"),
css_class="datepicker"),
css_class='col-md-6'),
Column(Field(
"deal_id",
placeholder=_("Leave blank to auto generate")),
Field(
"client_deal_id",
placeholder=_("Internal client reference")),
"state",
css_class='col-md-6'))),
Tab(
_("Commercial"),
Div(
Column(AppendedText("sales", "k€"),
"salesman",
css_class='col-md-6'),
Column(AppendedText(
"business_broker",
"<a href='%s' target='_blank'><span class='glyphicon glyphicon-plus'></span></a>"
% reverse("businessbroker_add"),
placeholder=_(
"If the leads was brought by a third party")),
AppendedText(
"paying_authority",
"<a href='%s' target='_blank'><span class='glyphicon glyphicon-plus'></span></a>"
% reverse("businessbroker_add"),
placeholder=_(
"If payment is done by a third party")),
css_class='col-md-6'))),
Tab(
_("Staffing"),
Div(Field(
"staffing",
placeholder=_("People that could contribute...")),
Field(
"external_staffing",
placeholder=
_("People outside company that could contribute..."
)),
css_class="col-md-6"))),
Fieldset("", "send_email"),
Field("creation_date", type="hidden"),
Field("tags", css_class="hide"
), # Don't use type=hidden, it breaks tag parsing.
self.submit)
def clean_sales(self):
"""Ensure sale amount is defined at lead when commercial proposition has been sent"""
if self.cleaned_data["sales"] or self.data["state"] in (
'QUALIF', 'WRITE_OFFER', 'SLEEPING', 'LOST', 'FORGIVEN'):
# Sales is defined or we are in early step, nothing to say
return self.cleaned_data["sales"]
else:
# We can't tolerate that sale amount is not known at this step of the process
raise ValidationError(
_("Sales amount must be defined at this step of the commercial process"
))
def clean_deal_id(self):
"""Ensure deal id is unique.
Cannot be done at database level because we tolerate null/blank value and all db engines are
not consistent in the way they handle that. SQL ISO is really fuzzy about that. Sad"""
if not self.cleaned_data["deal_id"]:
# No value, no pb :-)
return self.cleaned_data["deal_id"]
else:
if Lead.objects.filter(
deal_id=self.cleaned_data["deal_id"]).exclude(
id=self.instance.id).exists():
raise ValidationError(
_("Deal id must be unique. Use another value or let the field blank for automatic computation"
))
else:
return self.cleaned_data["deal_id"]