from creme import commercial
from .constants import REL_OBJ_COMPLETE_GOAL
from .models import (
CommercialApproach,
MarketSegment,
MarketSegmentDescription,
CommercialAsset,
MarketSegmentCharm,
ActObjective,
ActObjectivePatternComponent,
)
from .setting_keys import orga_approaches_key
get_ct = ContentType.objects.get_for_model
Opportunity = get_opportunity_model()
Act = commercial.get_act_model()
ActObjectivePattern = commercial.get_pattern_model()
Strategy = commercial.get_strategy_model()
class ApproachesBrick(QuerysetBrick):
id_ = QuerysetBrick.generate_id('commercial', 'approaches')
dependencies = (CommercialApproach, )
# order_by = 'title'
order_by = '-creation_date'
verbose_name = _('Commercial approaches')
template_name = 'commercial/bricks/approaches.html'
# TODO: factorise with assistants blocks (CremeEntity method ??)
@staticmethod
def _populate_related_real_entities(comapps, user):
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_SOLD).exists()
Act = commercial.get_act_model()
ActObjectivePattern = commercial.get_pattern_model()
Strategy = commercial.get_strategy_model()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Product = products.get_product_model()
Service = products.get_service_model()
RelationType.create(
(constants.REL_SUB_SOLD, _('has sold'), [Contact, Organisation]),
(constants.REL_OBJ_SOLD, _('has been sold by'), [Product, Service
]),
)
complete_goal_models = {*creme_registry.iter_entity_models()}
complete_goal_models.discard(Strategy)
if apps.is_installed('creme.billing'):
from creme import billing
from creme.billing.registry import lines_registry
complete_goal_models.discard(billing.get_credit_note_model())
complete_goal_models.discard(billing.get_template_base_model())
complete_goal_models.difference_update(lines_registry)
RelationType.create(
(
constants.REL_SUB_COMPLETE_GOAL,
_('completes a goal of the commercial action'),
complete_goal_models,
),
(
constants.REL_OBJ_COMPLETE_GOAL,
_('is completed thanks to'),
[Act],
),
)
# ---------------------------
CremePropertyType.create(constants.PROP_IS_A_SALESMAN,
_('is a salesman'), [Contact])
# ---------------------------
MarketSegment.objects.get_or_create(
property_type=None,
defaults={'name': _('All the organisations')},
)
# ---------------------------
for i, title in enumerate(
[_('Phone calls'), _('Show'),
_('Demo')], start=1):
create_if_needed(ActType, {'pk': i}, title=title, is_custom=False)
# ---------------------------
create_hf = HeaderFilter.objects.create_if_needed
create_hf(
pk=constants.DEFAULT_HFILTER_ACT,
model=Act,
name=_('Com Action view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'expected_sales'
}),
(EntityCellRegularField, {
'name': 'due_date'
}),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_STRATEGY,
model=Strategy,
name=_('Strategy view'),
cells_desc=[(EntityCellRegularField, {
'name': 'name'
})],
)
create_hf(
pk=constants.DEFAULT_HFILTER_PATTERN,
model=ActObjectivePattern,
name=_('Objective pattern view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'segment'
}),
],
)
# ---------------------------
def build_custom_form_items(creation_descriptor, edition_descriptor,
field_names):
base_groups_desc = [
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
*((EntityCellRegularField, {
'name': fname
}) for fname in field_names),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
{
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_CUSTOMFIELDS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=creation_descriptor,
groups_desc=[
*base_groups_desc,
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=edition_descriptor,
groups_desc=base_groups_desc,
)
build_custom_form_items(
creation_descriptor=custom_forms.ACT_CREATION_CFORM,
edition_descriptor=custom_forms.ACT_EDITION_CFORM,
field_names=[
'user',
'name',
'expected_sales',
'cost',
'goal',
'start',
'due_date',
'act_type',
'segment',
],
)
build_custom_form_items(
creation_descriptor=custom_forms.PATTERN_CREATION_CFORM,
edition_descriptor=custom_forms.PATTERN_EDITION_CFORM,
field_names=[
'user',
'name',
'average_sales',
'segment',
],
)
build_custom_form_items(
creation_descriptor=custom_forms.STRATEGY_CREATION_CFORM,
edition_descriptor=custom_forms.STRATEGY_EDITION_CFORM,
field_names=[
'user',
'name',
],
)
# ---------------------------
create_searchconf = SearchConfigItem.objects.create_if_needed
create_searchconf(Act, ['name', 'expected_sales', 'cost', 'goal'])
create_searchconf(Strategy, ['name'])
create_searchconf(ActObjectivePattern, [], disabled=True)
# ---------------------------
SettingValue.objects.get_or_create(
key_id=setting_keys.orga_approaches_key.id,
defaults={'value': True},
)
# ---------------------------
Job.objects.get_or_create(
type_id=creme_jobs.com_approaches_emails_send_type.id,
defaults={
'language': settings.LANGUAGE_CODE,
'periodicity': date_period_registry.get_period('days', 1),
'status': Job.STATUS_OK,
# The CommercialApproach field for Activities' CustomForms is not
# in the default configuration, so a enabled job would be annoying.
'enabled': False,
},
)
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='commercial-').exists():
container = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Commercial')},
defaults={'order': 30},
)[0]
create_mitem = MenuConfigItem.objects.create
create_mitem(entry_id=menu.ActsEntry.id,
order=50,
parent=container)
create_mitem(entry_id=menu.StrategiesEntry.id,
order=55,
parent=container)
create_mitem(entry_id=menu.SegmentsEntry.id,
order=60,
parent=container)
create_mitem(entry_id=menu.PatternsEntry.id,
order=70,
parent=container)
directory = MenuConfigItem.objects.filter(
entry_id=ContainerEntry.id,
entry_data={
'label': _('Directory')
},
).first()
if directory is not None:
create_mitem(entry_id=menu.SalesmenEntry.id,
order=100,
parent=directory)
creations = MenuConfigItem.objects.filter(
entry_id=ContainerEntry.id,
entry_data={
'label': _('+ Creation')
},
).first()
if creations is not None:
create_mitem(entry_id=menu.ActCreationEntry.id,
order=40,
parent=creations)
# ---------------------------
if not already_populated:
ButtonMenuItem.objects.create_if_needed(
button=buttons.CompleteGoalButton,
order=60,
)
TOP = BrickDetailviewLocation.TOP
RIGHT = BrickDetailviewLocation.RIGHT
LEFT = BrickDetailviewLocation.LEFT
# BrickDetailviewLocation.objects.multi_create(
# defaults={'brick': bricks.ApproachesBrick, 'order': 10, 'zone': RIGHT},
# data=[
# {}, # default configuration
# {'model': Contact},
# {'model': Organisation},
# ]
# )
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Act,
'zone': LEFT
},
data=[
{
'order': 5
}, # generic information brick
{
'brick': bricks.ActObjectivesBrick,
'order': 10
},
{
'brick': bricks.RelatedOpportunitiesBrick,
'order': 20
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': ActObjectivePattern,
'zone': LEFT
},
data=[
{
'brick': bricks.PatternComponentsBrick,
'order': 10,
'zone': TOP
},
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Strategy,
'zone': LEFT
},
data=[
{
'brick': bricks.SegmentDescriptionsBrick,
'order': 10,
'zone': TOP
},
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.EvaluatedOrgasBrick,
'order': 50
},
{
'brick': bricks.AssetsBrick,
'order': 60
},
{
'brick': bricks.CharmsBrick,
'order': 70
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed '
'=> we use the assistants blocks on detail views')
from creme.assistants import bricks as a_bricks
for model in (Act, ActObjectivePattern, Strategy):
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': model,
'zone': RIGHT
},
data=[
{
'brick': a_bricks.TodosBrick,
'order': 100
},
{
'brick': a_bricks.MemosBrick,
'order': 200
},
{
'brick': a_bricks.AlertsBrick,
'order': 300
},
{
'brick': a_bricks.UserMessagesBrick,
'order': 400
},
],
)
if apps.is_installed('creme.documents'):
# logger.info("Documents app is installed
# => we use the documents blocks on Strategy's detail views")
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.multi_create(
defaults={
'brick': LinkedDocsBrick,
'order': 600,
'zone': RIGHT
},
data=[
{
'model': Act
},
{
'model': ActObjectivePattern
},
{
'model': Strategy
},
],
)
else:
class Opportunities4Card:
dependencies: List[Type[CremeEntity]] = []
relation_type_deps: List[str] = []
@staticmethod
def get(context, entity):
return None
if apps.is_installed('creme.commercial'):
from creme.commercial import constants as commercial_constants
from creme.commercial import get_act_model
Act = get_act_model()
class CommercialActs4Card:
dependencies = [Act]
relation_type_deps = [commercial_constants.REL_SUB_COMPLETE_GOAL]
@staticmethod
def get(context, entity):
return EntityCredentials.filter(
context['user'],
Act.objects.annotate(relations_w_person=FilteredRelation(
'relations',
condition=Q(relations__object_entity=entity.id),
), ).filter(
is_deleted=False,
relations_w_person__type=commercial_constants.
def populate(self):
already_populated = RelationType.objects.filter(pk=constants.REL_SUB_SOLD_BY).exists()
Act = commercial.get_act_model()
ActObjectivePattern = commercial.get_pattern_model()
Strategy = commercial.get_strategy_model()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
RelationType.create((constants.REL_SUB_SOLD_BY, _(u'has sold')),
(constants.REL_OBJ_SOLD_BY, _(u'has been sold by')))
RelationType.create((constants.REL_SUB_COMPLETE_GOAL, _(u'completes a goal of the commercial action')),
(constants.REL_OBJ_COMPLETE_GOAL, _(u'is completed thanks to'), [Act]))
# ---------------------------
CremePropertyType.create(constants.PROP_IS_A_SALESMAN, _(u'is a salesman'), [Contact])
# ---------------------------
MarketSegment.objects.get_or_create(property_type=None,
defaults={'name': _(u'All the organisations')},
)
# ---------------------------
for i, title in enumerate([_(u'Phone calls'), _(u'Show'), _(u'Demo')], start=1):
create_if_needed(ActType, {'pk': i}, title=title, is_custom=False)
# ---------------------------
create_hf = HeaderFilter.create
create_hf(pk=constants.DEFAULT_HFILTER_ACT, model=Act,
name=_(u'Com Action view'),
cells_desc=[(EntityCellRegularField, {'name': 'name'}),
(EntityCellRegularField, {'name': 'expected_sales'}),
(EntityCellRegularField, {'name': 'due_date'}),
],
)
create_hf(pk=constants.DEFAULT_HFILTER_STRATEGY, model=Strategy,
name=_(u"Strategy view"),
cells_desc=[(EntityCellRegularField, {'name': 'name'})],
)
create_hf(pk=constants.DEFAULT_HFILTER_PATTERN, model=ActObjectivePattern,
name=_(u"Objective pattern view"),
cells_desc=[(EntityCellRegularField, {'name': 'name'}),
(EntityCellRegularField, {'name': 'segment'}),
]
)
# ---------------------------
create_searchconf = SearchConfigItem.create_if_needed
create_searchconf(Act, ['name', 'expected_sales', 'cost', 'goal'])
create_searchconf(Strategy, ['name'])
create_searchconf(ActObjectivePattern, [], disabled=True)
# ---------------------------
SettingValue.objects.get_or_create(key_id=setting_keys.orga_approaches_key.id, defaults={'value': True})
# ---------------------------
Job.objects.get_or_create(type_id=creme_jobs.com_approaches_emails_send_type.id,
defaults={'language': settings.LANGUAGE_CODE,
'periodicity': date_period_registry.get_period('days', 1),
'status': Job.STATUS_OK,
}
)
# ---------------------------
if not already_populated:
ButtonMenuItem.create_if_needed(pk='commercial-complete_goal_button',
model=None, button=buttons.CompleteGoalButton, order=60,
)
create_bdl = BrickDetailviewLocation.create_if_needed
TOP = BrickDetailviewLocation.TOP
RIGHT = BrickDetailviewLocation.RIGHT
LEFT = BrickDetailviewLocation.LEFT
create_bdl(brick_id=bricks.ApproachesBrick.id_, order=10, zone=RIGHT)
create_bdl(brick_id=bricks.ApproachesBrick.id_, order=10, zone=RIGHT, model=Contact)
create_bdl(brick_id=bricks.ApproachesBrick.id_, order=10, zone=RIGHT, model=Organisation)
BrickDetailviewLocation.create_4_model_brick( order=5, zone=LEFT, model=Act)
create_bdl(brick_id=bricks.ActObjectivesBrick.id_, order=10, zone=LEFT, model=Act)
create_bdl(brick_id=bricks.RelatedOpportunitiesBrick.id_, order=20, zone=LEFT, model=Act)
create_bdl(brick_id=core_bricks.CustomFieldsBrick.id_, order=40, zone=LEFT, model=Act)
create_bdl(brick_id=core_bricks.PropertiesBrick.id_, order=450, zone=LEFT, model=Act)
create_bdl(brick_id=core_bricks.RelationsBrick.id_, order=500, zone=LEFT, model=Act)
create_bdl(brick_id=core_bricks.HistoryBrick.id_, order=20, zone=RIGHT, model=Act)
create_bdl(brick_id=bricks.PatternComponentsBrick.id_, order=10, zone=TOP, model=ActObjectivePattern)
BrickDetailviewLocation.create_4_model_brick( order=5, zone=LEFT, model=ActObjectivePattern)
create_bdl(brick_id=core_bricks.CustomFieldsBrick.id_, order=40, zone=LEFT, model=ActObjectivePattern)
create_bdl(brick_id=core_bricks.PropertiesBrick.id_, order=450, zone=LEFT, model=ActObjectivePattern)
create_bdl(brick_id=core_bricks.RelationsBrick.id_, order=500, zone=LEFT, model=ActObjectivePattern)
create_bdl(brick_id=core_bricks.HistoryBrick.id_, order=20, zone=RIGHT, model=ActObjectivePattern)
create_bdl(brick_id=bricks.SegmentDescriptionsBrick.id_, order=10, zone=TOP, model=Strategy)
BrickDetailviewLocation.create_4_model_brick( order=5, zone=LEFT, model=Strategy)
create_bdl(brick_id=core_bricks.CustomFieldsBrick.id_, order=40, zone=LEFT, model=Strategy)
create_bdl(brick_id=bricks.EvaluatedOrgasBrick.id_, order=50, zone=LEFT, model=Strategy)
create_bdl(brick_id=bricks.AssetsBrick.id_, order=60, zone=LEFT, model=Strategy)
create_bdl(brick_id=bricks.CharmsBrick.id_, order=70, zone=LEFT, model=Strategy)
create_bdl(brick_id=core_bricks.PropertiesBrick.id_, order=450, zone=LEFT, model=Strategy)
create_bdl(brick_id=core_bricks.RelationsBrick.id_, order=500, zone=LEFT, model=Strategy)
create_bdl(brick_id=core_bricks.HistoryBrick.id_, order=20, zone=RIGHT, model=Strategy)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed => we use the assistants blocks on detail views')
from creme.assistants import bricks as assistants_bricks
for model in (Act, ActObjectivePattern, Strategy):
create_bdl(brick_id=assistants_bricks.TodosBrick.id_, order=100, zone=RIGHT, model=model)
create_bdl(brick_id=assistants_bricks.MemosBrick.id_, order=200, zone=RIGHT, model=model)
create_bdl(brick_id=assistants_bricks.AlertsBrick.id_, order=300, zone=RIGHT, model=model)
create_bdl(brick_id=assistants_bricks.UserMessagesBrick.id_, order=400, zone=RIGHT, model=model)
if apps.is_installed('creme.documents'):
# logger.info("Documents app is installed => we use the documents blocks on Strategy's detail views")
from creme.documents.bricks import LinkedDocsBrick
for model in (Act, ActObjectivePattern, Strategy):
create_bdl(brick_id=LinkedDocsBrick.id_, order=600, zone=RIGHT, model=model)