def test_filtered_cells(self):
hidden = 'first_name'
FieldsConfig.objects.create(
content_type=FakeContact,
descriptions=[
(hidden, {
FieldsConfig.HIDDEN: True
}),
],
)
rtype = self.get_object_or_fail(RelationType, id=REL_SUB_HAS)
hf = HeaderFilter.objects.create_if_needed(
pk='tests-hf_contact',
name='Contact view',
model=FakeContact,
cells_desc=[
(EntityCellRegularField, {
'name': 'last_name'
}),
(EntityCellRegularField, {
'name': hidden
}),
EntityCellRelation(model=FakeContact, rtype=rtype),
],
)
self.assertListEqual(
[
EntityCellRegularField.build(FakeContact, 'last_name'),
EntityCellRelation(model=FakeContact, rtype=rtype),
],
hf.filtered_cells,
)
def test_populate_entities_relations01(self):
user = self.login()
create_rt = RelationType.create
loved = create_rt(('test-subject_love', u'Is loving'),
('test-object_love', u'Is loved by'))[1]
hated = create_rt(('test-subject_hate', u'Is hating'),
('test-object_hate', u'Is hated by'))[1]
hf = HeaderFilter.create(
pk='test-hf',
name=u'Contact view',
model=FakeContact,
cells_desc=[
EntityCellRegularField.build(model=FakeContact,
name='last_name'),
EntityCellRelation(model=FakeContact, rtype=loved),
EntityCellRelation(model=FakeContact, rtype=hated),
],
)
create_contact = partial(FakeContact.objects.create, user=user)
nagate = create_contact(first_name='Nagate', last_name='Tanikaze')
shizuka = create_contact(first_name='Shizuka', last_name='Hoshijiro')
izana = create_contact(first_name='Izana', last_name='Shinatose')
norio = create_contact(first_name='Norio', last_name='Kunato')
create_rel = partial(Relation.objects.create, user=user)
create_rel(subject_entity=nagate, type=loved, object_entity=izana)
create_rel(subject_entity=nagate, type=hated, object_entity=norio)
create_rel(subject_entity=shizuka, type=loved, object_entity=norio)
# NB: sometimes a query to get this CT is performed when the Relations
# are retrieved. So we force the cache to be filled has he should be
ContentType.objects.get_for_model(CremeEntity)
with self.assertNumQueries(2):
hf.populate_entities([nagate, shizuka], user)
with self.assertNumQueries(0):
r1 = nagate.get_relations(loved.id, real_obj_entities=True)
r2 = nagate.get_relations(hated.id, real_obj_entities=True)
r3 = shizuka.get_relations(loved.id, real_obj_entities=True)
r4 = shizuka.get_relations(hated.id, real_obj_entities=True)
with self.assertNumQueries(0):
objs1 = [r.object_entity.get_real_entity() for r in r1]
objs2 = [r.object_entity.get_real_entity() for r in r2]
objs3 = [r.object_entity.get_real_entity() for r in r3]
objs4 = [r.object_entity.get_real_entity() for r in r4]
self.assertEqual([izana], objs1)
self.assertEqual([norio], objs2)
self.assertEqual([norio], objs3)
self.assertEqual([], objs4)
def test_relationship(self):
constraint = GHCCRelation(model=FakeContact)
rtype1 = RelationType.create(
('test-subject_likes', 'likes'),
('test-object_likes', 'is liked by'),
)[0]
self.assertTrue(
constraint.check_cell(EntityCellRelation(FakeContact, rtype1)))
rtype2 = RelationType.create(
('test-subject_loves', 'is loving', [FakeContact]),
('test-object_loves', 'is loved by', [FakeContact]),
)[0]
self.assertTrue(
constraint.check_cell(EntityCellRelation(FakeContact, rtype2)))
rtype3 = RelationType.create(
('test-subject_branch', 'has branch', [FakeOrganisation]),
('test-object_branch', 'is a branch of', [FakeOrganisation]),
)[0]
self.assertFalse(
constraint.check_cell(EntityCellRelation(FakeContact, rtype3)))
# ---
cell1 = constraint.get_cell(cell_key=f'relation-{rtype2.id}')
self.assertIsInstance(cell1, EntityCellRelation)
self.assertEqual(rtype2, cell1.relation_type)
self.assertIsNone(
constraint.get_cell(cell_key=f'relation-{rtype3.id}'))
# ---
cells = [*constraint.cells()]
self.assertGreaterEqual(len(cells), 2)
self.assertIsInstance(cells[0], EntityCellRelation)
def find_cell(rtype):
for cell in cells:
if cell.relation_type == rtype:
return
self.fail(f'{rtype} not found in cells.')
find_cell(rtype1)
find_cell(rtype2)
for cell in cells:
if cell.relation_type == rtype3:
self.fail(f'{rtype3} should not be found in cells.')
def create_hf(hf_pk, name, model, status=True):
HeaderFilter.objects.create_if_needed(
pk=hf_pk,
name=name,
model=model,
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
EntityCellRelation(model=model,
rtype=rt_sub_bill_received),
(EntityCellRegularField, {
'name': 'number'
}),
(EntityCellRegularField, {
'name': 'status'
}) if status else None,
(EntityCellRegularField, {
'name': 'total_no_vat'
}),
(EntityCellRegularField, {
'name': 'issuing_date'
}),
(EntityCellRegularField, {
'name': 'expiration_date'
}),
],
)
def _get_cells(self, model):
cells = []
for cell_cls, data in self._cells:
cell = None
if cell_cls is EntityCellRegularField:
cell = EntityCellRegularField.build(model=model, name=data)
elif cell_cls is EntityCellFunctionField:
cell = EntityCellFunctionField.build(model,
func_field_name=data)
else: # EntityCellRelation
rtype = self._get_relationtype(data)
if rtype is False:
logger.warning(
'SmartColumnsRegistry: relation type "%s" does not exist',
data)
else:
cell = EntityCellRelation(model=model, rtype=rtype)
# Has no sense here:
# EntityCellActions : not configurable in HeaderFilter form
# EntityCellCustomField : dynamically created by user
# TODO: other types
if cell is not None:
cells.append(cell)
return cells
def test_relationtype_registry01(self):
"Default data + register() method."
registry = lv_search.RelationSearchRegistry()
cell1 = EntityCellRelation.build(model=FakeContact,
rtype_id=REL_SUB_HAS)
field = registry.get_field(cell=cell1, user=self.user)
self.assertIsInstance(field, lv_form.RelationField)
self.assertIsNone(registry.builder(REL_SUB_HAS))
self.assertEqual(lv_form.RelationField, registry.default_builder)
# ---
class MyRelationField(lv_form.ListViewSearchField):
pass
rtype2 = RelationType.create(
('test-subject_loves', 'loves'),
('test-object_loved', 'is loved by'),
)[0]
cell2 = EntityCellRelation(model=FakeContact, rtype=rtype2)
registry.register(rtype_id=rtype2.id, sfield_builder=MyRelationField)
self.assertIsInstance(registry.get_field(cell=cell2, user=self.user),
MyRelationField)
self.assertIsInstance(registry.get_field(cell=cell1, user=self.user),
lv_form.RelationField)
self.assertIsNone(registry.builder(REL_SUB_HAS))
self.assertEqual(MyRelationField, registry.builder(rtype2.id))
def _build_hf_n_contacts(self):
user = self.user
create_orga = partial(FakeOrganisation.objects.create, user=user)
self.organisations = organisations = {
name: create_orga(name=name)
for name in ('Bebop', 'Swordfish')
}
rtype_pilots = RelationType.create(('test-subject_pilots', 'pilots'),
('test-object_pilots', 'is piloted by')
)[0]
create_ptype = CremePropertyType.create
ptype_beautiful = create_ptype(str_pk='test-prop_beautiful', text='is beautiful')
ptype_girl = create_ptype(str_pk='test-prop_girl', text='is a girl')
create_contact = partial(FakeContact.objects.create, user=user)
self.contacts = contacts = {
first_name: create_contact(first_name=first_name, last_name=last_name)
for first_name, last_name in [('Spike', 'Spiegel'),
('Jet', 'Black'),
('Faye', 'Valentine'),
('Edward', 'Wong'),
]
}
create_rel = partial(Relation.objects.create, user=user, type=rtype_pilots,
object_entity=organisations['Bebop'],
)
create_rel(subject_entity=contacts['Jet'])
create_rel(subject_entity=contacts['Spike'])
create_rel(subject_entity=contacts['Spike'], object_entity=organisations['Swordfish'])
create_prop = CremeProperty.objects.create
create_prop(type=ptype_girl, creme_entity=contacts['Faye'])
create_prop(type=ptype_girl, creme_entity=contacts['Edward'])
create_prop(type=ptype_beautiful, creme_entity=contacts['Faye'])
cells = [
EntityCellRegularField.build(model=FakeContact, name='civility'),
EntityCellRegularField.build(model=FakeContact, name='last_name'),
EntityCellRegularField.build(model=FakeContact, name='first_name'),
EntityCellRelation(model=FakeContact, rtype=rtype_pilots),
# TODO: EntityCellCustomField
EntityCellFunctionField.build(model=FakeContact, func_field_name='get_pretty_properties'),
]
hf = HeaderFilter.create(pk='test-hf_contact', name='Contact view',
model=FakeContact, cells_desc=cells,
)
# return cells
return hf
def get_cells(self, hfilter):
cells = super().get_cells(hfilter=hfilter)
rtypes = RelationType.objects.filter(pk__in=self.RTYPE_IDS)
# NB: add relations items to use the pre-cache system of HeaderFilter
# (TODO: problem: retrieve other related events too)
cells.extend(
EntityCellRelation(model=Contact, rtype=rtype, is_hidden=True)
for rtype in rtypes)
event = self.get_related_entity()
cells.append(gui.EntityCellVolatileInvitation(event=event))
cells.append(gui.EntityCellVolatilePresence(event=event))
return cells
def test_mixed_populate_entities04(self):
"Mixed types."
user = self.create_user()
pos = FakePosition.objects.all()[0]
create_contact = partial(FakeContact.objects.create, user=user)
contacts = [
create_contact(first_name='Nagate',
last_name='Tanikaze',
position=pos),
create_contact(first_name='Shizuka', last_name='Hoshijiro'),
create_contact(first_name='Izana', last_name='Shinatose'),
]
loved = RelationType.create(
('test-subject_love', 'Is loving'),
('test-object_love', 'Is loved by'),
)[1]
Relation.objects.create(
user=user,
subject_entity=contacts[0],
type=loved,
object_entity=contacts[2],
)
build_rfield = partial(EntityCellRegularField.build, model=FakeContact)
cells = [
build_rfield(name='last_name'),
build_rfield(name='position'),
EntityCellRelation(model=FakeContact, rtype=loved),
]
# NB: sometimes a query to get this CT is performed when the Relations
# are retrieved. So we force the cache to be filled has he should be
ContentType.objects.get_for_model(CremeEntity)
# Drop caches
contacts = [self.refresh(c) for c in contacts]
with self.assertNumQueries(3):
EntityCell.mixed_populate_entities(cells, contacts, user)
with self.assertNumQueries(0):
contacts[0].position # NOQA
with self.assertNumQueries(0):
contacts[0].get_relations(loved.id, real_obj_entities=True)
def test_create02(self):
"With cells"
user = self.login()
create_rtype = RelationType.create
loves = create_rtype(('test-subject_love', u'Is loving'),
('test-object_love', u'Is loved by'))[0]
likes = create_rtype(('test-subject_like', u'Is liking'),
('test-object_like', u'Is liked by'))[0]
hf = HeaderFilter.create(
pk='tests-hf_contact',
name='Contact view',
model=FakeContact,
is_custom=True,
is_private=True,
user=user,
cells_desc=[
(EntityCellRegularField, {
'name': 'last_name'
}),
EntityCellRelation(model=FakeContact, rtype=loves),
(EntityCellRelation, {
'rtype_id': likes.id
}),
None,
],
)
hf = self.refresh(hf)
self.assertEqual(user, hf.user)
self.assertTrue(hf.is_private)
cells = hf.cells
self.assertEqual(3, len(cells))
cell = cells[0]
self.assertIsInstance(cell, EntityCellRegularField)
self.assertEqual('last_name', cell.value)
cell = cells[1]
self.assertIsInstance(cell, EntityCellRelation)
self.assertEqual(loves.id, cell.value)
cell = cells[2]
self.assertIsInstance(cell, EntityCellRelation)
self.assertEqual(likes.id, cell.value)
def test_relation(self):
self.assertEqual(_('Relationships'), EntityCellRelation.verbose_name)
loves = RelationType.create(('test-subject_love', 'Is loving'),
('test-object_love', 'Is loved by'))[0]
cell = EntityCellRelation(model=FakeContact, rtype=loves)
self.assertIsInstance(cell, EntityCellRelation)
self.assertEqual(FakeContact, cell.model)
self.assertEqual(str(loves.id), cell.value)
self.assertEqual(loves.predicate, cell.title)
self.assertEqual(f'relation-{loves.id}', cell.key)
self.assertIs(cell.is_multiline, True)
self.assertEqual(loves, cell.relation_type)
self.assertEqual(settings.CSS_DEFAULT_LISTVIEW,
cell.listview_css_class)
self.assertEqual(settings.CSS_DEFAULT_HEADER_LISTVIEW,
cell.header_listview_css_class)
def test_build_4_relation(self):
loves = RelationType.create(('test-subject_love', 'Is loving'),
('test-object_love', 'Is loved by'))[0]
cell = EntityCellRelation(model=FakeContact, rtype=loves)
self.assertIsInstance(cell, EntityCellRelation)
self.assertEqual(FakeContact, cell.model)
self.assertEqual(str(loves.id), cell.value)
self.assertEqual(loves.predicate, cell.title)
self.assertEqual('relation-{}'.format(loves.id), cell.key)
# self.assertIs(cell.has_a_filter, True)
# self.assertIs(cell.editable, False)
# self.assertIs(cell.sortable, False)
self.assertIs(cell.is_multiline, True)
# self.assertEqual('', cell.filter_string)
self.assertEqual(loves, cell.relation_type)
self.assertEqual(settings.CSS_DEFAULT_LISTVIEW,
cell.listview_css_class)
self.assertEqual(settings.CSS_DEFAULT_HEADER_LISTVIEW,
cell.header_listview_css_class)
def _create_report(self, name='Report #1', efilter=None, extra_cells=()):
cells = [
EntityCellRegularField.build(model=FakeContact, name='last_name'),
EntityCellRegularField.build(model=FakeContact, name='user'),
EntityCellRelation(model=FakeContact, rtype=RelationType.objects.get(pk=REL_SUB_HAS)),
EntityCellFunctionField.build(model=FakeContact, func_field_name='get_pretty_properties'),
*extra_cells,
]
hf = HeaderFilter.create(pk='test_hf', name='name', model=FakeContact, cells_desc=cells)
response = self.client.post(self.ADD_URL, follow=True,
data={'user': self.user.pk,
'name': name,
'ct': self.ct_contact.id,
'hf': hf.id,
'filter': efilter.id if efilter else '',
},
)
self.assertNoFormError(response)
return self.get_object_or_fail(Report, name=name)
def test_relations(self):
rtype1 = self.get_object_or_fail(
RelationType,
id=fake_constants.FAKE_REL_SUB_EMPLOYED_BY,
)
rtype2 = self.get_object_or_fail(
RelationType,
id=fake_constants.FAKE_REL_OBJ_EMPLOYED_BY,
)
rtype3 = self.get_object_or_fail(
RelationType,
id=fake_constants.FAKE_REL_SUB_BILL_ISSUED,
)
field1 = EntityCellsField(model=FakeContact)
choices1 = self._find_sub_widget(field1, 'relation').choices
self.assertCellInChoices(f'relation-{rtype1.id}', choices=choices1)
self.assertCellNotInChoices(f'relation-{rtype2.id}', choices=choices1)
self.assertCellNotInChoices(f'relation-{rtype3.id}', choices=choices1)
# ---
field2 = EntityCellsField()
field2.model = FakeContact
choices2 = self._find_sub_widget(field2, 'relation').choices
self.assertCellInChoices(f'relation-{rtype1.id}', choices=choices2)
self.assertCellNotInChoices(f'relation-{rtype2.id}', choices=choices2)
self.assertListEqual(
[EntityCellRelation(model=FakeContact, rtype=rtype1)],
field2.clean(f'relation-{rtype1.id}'))
self.assertFieldValidationError(
EntityCellRelationsField,
'incompatible',
field2.clean,
f'relation-{rtype2.id}',
message_args={'model': 'Test Contact'},
)
def __call__(self, context, request):
self.user = request.user
cells = context['header_filters'].selected.cells
rtypes = RelationType.objects.filter(pk__in=self._RTYPE_IDS)
# NB: add relations items to use the pre-cache system of HeaderFilter
# (TODO: problem: retrieve other related events too)
cells.extend(
EntityCellRelation(model=Contact, rtype=rtype, is_hidden=True)
for rtype in rtypes)
cells.append(
EntityCellVolatile(model=Contact,
value='invitation_management',
title=_('Invitation'),
render_func=self.invitation_render))
cells.append(
EntityCellVolatile(model=Contact,
value='presence_management',
title=_('Presence'),
render_func=self.presence_render))
# TODO: in the future listview CBV a method that returns the instance of class registry
# (None would have the same meaning than context['show_actions']==False)
if context['show_actions']:
actions_cell = cells[0]
view_action_class = next(
(c for c in actions_cell.registry.instance_action_classes(
model=Contact) if (issubclass(c, ViewAction))), None)
actions_cell.registry = action_registry = RelatedContactsActionsRegistry(
event=self.event)
action_registry.register_instance_actions(
AddRelatedOpportunityAction)
if view_action_class is not None:
action_registry.register_instance_actions(view_action_class)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_LINKED_2_ACTIVITY, ).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Activity = get_activity_model()
# ---------------------------
create_rtype = RelationType.create
create_rtype(
(constants.REL_SUB_LINKED_2_ACTIVITY,
_('related to the activity')),
(constants.REL_OBJ_LINKED_2_ACTIVITY, _('(activity) related to'),
[Activity]),
minimal_display=(True, False),
)
rt_obj_activity_subject = create_rtype(
(
constants.REL_SUB_ACTIVITY_SUBJECT,
_('is subject of the activity'),
[Contact, Organisation],
),
(
constants.REL_OBJ_ACTIVITY_SUBJECT,
_('(activity) has for subject'),
[Activity],
),
minimal_display=(True, False),
)[1]
rt_obj_part_2_activity = create_rtype(
(constants.REL_SUB_PART_2_ACTIVITY,
_('participates to the activity'), [Contact]),
(constants.REL_OBJ_PART_2_ACTIVITY,
_('(activity) has as participant'), [Activity]),
is_internal=True,
minimal_display=(True, False),
)[1]
# ---------------------------
def create_status(pk, name):
create_if_needed(
Status,
{'pk': pk},
name=name,
description=name,
is_custom=False,
)
create_status(constants.STATUS_PLANNED,
pgettext('activities-status', 'Planned')),
create_status(constants.STATUS_IN_PROGRESS,
pgettext('activities-status', 'In progress')),
create_status(constants.STATUS_DONE,
pgettext('activities-status', 'Done')),
create_status(constants.STATUS_DELAYED,
pgettext('activities-status', 'Delayed')),
create_status(constants.STATUS_CANCELLED,
pgettext('activities-status', 'Cancelled')),
# ---------------------------
act_types_info = {
constants.ACTIVITYTYPE_TASK: {
'name': _('Task'),
'day': 0,
'hour': '00:15:00',
},
constants.ACTIVITYTYPE_MEETING: {
'name': _('Meeting'),
'day': 0,
'hour': '00:15:00',
},
constants.ACTIVITYTYPE_PHONECALL: {
'name': _('Phone call'),
'day': 0,
'hour': '00:15:00',
},
constants.ACTIVITYTYPE_GATHERING: {
'name': _('Gathering'),
'day': 0,
'hour': '00:15:00',
},
constants.ACTIVITYTYPE_SHOW: {
'name': _('Show'),
'day': 1,
'hour': '00:00:00',
},
constants.ACTIVITYTYPE_DEMO: {
'name': _('Demonstration'),
'day': 0,
'hour': '01:00:00',
},
constants.ACTIVITYTYPE_INDISPO: {
'name': _('Unavailability'),
'day': 1,
'hour': '00:00:00',
},
}
act_types = {
pk: create_if_needed(
ActivityType,
{'pk': pk},
name=info['name'],
default_day_duration=info['day'],
default_hour_duration=info['hour'],
is_custom=False,
)
for pk, info in act_types_info.items()
}
def create_subtype(atype, pk, name):
create_if_needed(
ActivitySubType,
{'pk': pk},
name=name,
type=atype,
is_custom=False,
)
meeting_t = act_types[constants.ACTIVITYTYPE_MEETING]
for pk, name in [
(constants.ACTIVITYSUBTYPE_MEETING_MEETING, _('Meeting')),
(constants.ACTIVITYSUBTYPE_MEETING_QUALIFICATION,
_('Qualification')),
(constants.ACTIVITYSUBTYPE_MEETING_REVIVAL, _('Revival')),
(constants.ACTIVITYSUBTYPE_MEETING_NETWORK, _('Network')),
(constants.ACTIVITYSUBTYPE_MEETING_OTHER,
pgettext('activities-meeting', 'Other')),
]:
create_subtype(meeting_t, pk, name)
pcall_t = act_types[constants.ACTIVITYTYPE_PHONECALL]
for pk, name in [
(constants.ACTIVITYSUBTYPE_PHONECALL_INCOMING, _('Incoming')),
(constants.ACTIVITYSUBTYPE_PHONECALL_OUTGOING, _('Outgoing')),
(constants.ACTIVITYSUBTYPE_PHONECALL_CONFERENCE, _('Conference')),
(constants.ACTIVITYSUBTYPE_PHONECALL_FAILED,
_('Outgoing - Failed')),
]:
create_subtype(pcall_t, pk, name)
# ---------------------------
HeaderFilter.objects.create_if_needed(
pk=constants.DEFAULT_HFILTER_ACTIVITY,
name=_('Activity view'),
model=Activity,
cells_desc=[
(EntityCellRegularField, {
'name': 'start'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'type'
}),
EntityCellRelation(model=Activity,
rtype=rt_obj_part_2_activity),
EntityCellRelation(model=Activity,
rtype=rt_obj_activity_subject),
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'end'
}),
],
)
# ---------------------------
create_efilter = EntityFilter.objects.smart_update_or_create
for pk, name, atype_id in [
(constants.EFILTER_MEETINGS, _('Meetings'),
constants.ACTIVITYTYPE_MEETING),
(constants.EFILTER_PHONECALLS, _('Phone calls'),
constants.ACTIVITYTYPE_PHONECALL),
(constants.EFILTER_TASKS, _('Tasks'), constants.ACTIVITYTYPE_TASK),
]:
create_efilter(
pk,
name=name,
model=Activity,
is_custom=False,
user='******',
conditions=[
condition_handler.RegularFieldConditionHandler.
build_condition(
model=Activity,
operator=operators.EqualsOperator,
field_name='type',
values=[atype_id],
),
],
)
create_efilter(
constants.EFILTER_PARTICIPATE,
name=_('In which I participate'),
model=Activity,
is_custom=False,
user='******',
conditions=[
condition_handler.RelationSubFilterConditionHandler.
build_condition(
model=Activity,
rtype=rt_obj_part_2_activity,
subfilter=EntityFilter.objects.get_latest_version(
FILTER_CONTACT_ME),
),
],
)
# ---------------------------
when_group = {
'name':
_('When'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
act_forms.StartSubCell(model=Activity).into_cell(),
act_forms.EndSubCell(model=Activity).into_cell(),
(EntityCellRegularField, {
'name': 'is_all_day'
}),
],
}
alerts_groups = [
{
'name':
_('Generate an alert on a specific date'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
act_forms.DatetimeAlertSubCell(model=Activity).into_cell(),
],
},
{
'name':
_('Generate an alert in a while'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
act_forms.PeriodAlertSubCell(model=Activity).into_cell(),
],
},
]
participants_group = {
'name':
_('Participants & subjects'),
'cells': [
act_forms.MyParticipationSubCell(model=Activity).into_cell(),
act_forms.ParticipatingUsersSubCell(
model=Activity).into_cell(),
act_forms.OtherParticipantsSubCell(model=Activity).into_cell(),
act_forms.ActivitySubjectsSubCell(model=Activity).into_cell(),
act_forms.LinkedEntitiesSubCell(model=Activity).into_cell(),
],
}
common_groups_desc = [
{
'name': _('Description'),
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS
},
),
],
},
]
relations_n_properties_groups = [
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name': EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ACTIVITY_CREATION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'minutes'
}),
(EntityCellRegularField, {
'name': 'place'
}),
(EntityCellRegularField, {
'name': 'duration'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'busy'
}),
act_forms.ActivitySubTypeSubCell(
model=Activity).into_cell(),
# act_forms.CommercialApproachSubCell(model=Activity).into_cell(),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
when_group,
*alerts_groups,
participants_group,
*common_groups_desc,
*relations_n_properties_groups,
# {
# 'name': _('Users to keep informed'),
# 'cells': [
# (
# act_forms.UserMessagesSubCell(model=Activity).into_cell(),
# ),
# ],
# },
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ACTIVITY_CREATION_FROM_CALENDAR_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
# (EntityCellRegularField, {'name': 'minutes'}),
(EntityCellRegularField, {
'name': 'place'
}),
(EntityCellRegularField, {
'name': 'duration'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'busy'
}),
act_forms.ActivitySubTypeSubCell(
model=Activity).into_cell(),
# act_forms.CommercialApproachSubCell(model=Activity).into_cell(),
# NB: we do not want 'minutes' in the default form
# (
# EntityCellCustomFormSpecial,
# {'name': EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS},
# ),
],
},
when_group,
*alerts_groups,
participants_group,
*common_groups_desc,
*relations_n_properties_groups,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.UNAVAILABILITY_CREATION_FROM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
act_forms.UnavailabilityTypeSubCell(
model=Activity).into_cell(),
],
},
when_group,
{
'name':
_('Unavailable users'),
'cells': [
act_forms.ParticipatingUsersSubCell(
model=Activity).into_cell(),
],
},
*common_groups_desc,
*relations_n_properties_groups,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ACTIVITY_EDITION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'minutes'
}),
(EntityCellRegularField, {
'name': 'place'
}),
(EntityCellRegularField, {
'name': 'duration'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'busy'
}),
act_forms.ActivitySubTypeSubCell(
model=Activity).into_cell(),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
when_group,
*common_groups_desc,
],
)
# ---------------------------
SearchConfigItem.objects.create_if_needed(
Activity,
['title', 'description', 'type__name'],
)
# ---------------------------
create_svalue = SettingValue.objects.get_or_create
create_svalue(key_id=setting_keys.review_key.id,
defaults={'value': True})
create_svalue(key_id=setting_keys.auto_subjects_key.id,
defaults={'value': True})
# create_svalue(key_id=setting_keys.form_user_messages_key.id, defaults={'value': False})
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='activities-').exists():
create_mitem = MenuConfigItem.objects.create
container = create_mitem(
entry_id=ContainerEntry.id,
entry_data={'label': _('Activities')},
order=10,
)
create_mitem(entry_id=menu.CalendarEntry.id,
order=10,
parent=container)
create_mitem(entry_id=menu.ActivitiesEntry.id,
order=20,
parent=container)
create_mitem(entry_id=menu.PhoneCallsEntry.id,
order=30,
parent=container)
create_mitem(entry_id=menu.MeetingsEntry.id,
order=40,
parent=container)
# ---------------------------
if not already_populated:
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Activity,
'zone': LEFT
},
data=[
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.RelatedCalendarBrick,
'order': 90
},
{
'brick': bricks.ParticipantsBrick,
'order': 100
},
{
'brick': bricks.SubjectsBrick,
'order': 120
},
{
'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
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Activity,
'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 block on detail views')
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.create_if_needed(
brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Activity,
)
future_id = bricks.FutureActivitiesBrick.id_
past_id = bricks.PastActivitiesBrick.id_
BrickDetailviewLocation.objects.multi_create(
defaults={'zone': RIGHT},
data=[
{
'brick': future_id,
'order': 20,
'model': Contact
},
{
'brick': past_id,
'order': 21,
'model': Contact
},
{
'brick': future_id,
'order': 20,
'model': Organisation
},
{
'brick': past_id,
'order': 21,
'model': Organisation
},
],
)
BrickHomeLocation.objects.create(brick_id=future_id, order=20)
BrickHomeLocation.objects.create(brick_id=past_id, order=21)
# ---------------------------
create_button = ButtonMenuItem.objects.create_if_needed
create_button(button=buttons.AddRelatedActivityButton, order=10)
create_button(button=buttons.AddMeetingButton, order=11)
create_button(button=buttons.AddPhoneCallButton, order=12)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_TARGETS).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Product = products.get_product_model()
Service = products.get_service_model()
# ---------------------------
create_rtype = RelationType.create
rt_sub_targets = create_rtype(
(
constants.REL_SUB_TARGETS,
_('targets the organisation/contact'),
[Opportunity],
),
(
constants.REL_OBJ_TARGETS,
_('targeted by the opportunity'),
[Organisation, Contact],
),
is_internal=True,
minimal_display=(True, True),
)[0]
rt_obj_emit_orga = create_rtype(
(
constants.REL_SUB_EMIT_ORGA,
_('has generated the opportunity'),
[Organisation],
),
(
constants.REL_OBJ_EMIT_ORGA,
_('has been generated by'),
[Opportunity],
),
is_internal=True,
minimal_display=(True, True),
)[1]
create_rtype((constants.REL_SUB_LINKED_PRODUCT,
_('is linked to the opportunity'), [Product]),
(constants.REL_OBJ_LINKED_PRODUCT,
_('concerns the product'), [Opportunity]))
create_rtype(
(constants.REL_SUB_LINKED_SERVICE,
_('is linked to the opportunity'), [Service]),
(constants.REL_OBJ_LINKED_SERVICE, _('concerns the service'),
[Opportunity]),
)
create_rtype(
(constants.REL_SUB_LINKED_CONTACT,
_('involves in the opportunity'), [Contact]),
(constants.REL_OBJ_LINKED_CONTACT, _('stages'), [Opportunity])),
create_rtype(
(constants.REL_SUB_RESPONSIBLE, _('is responsible for'), [Contact
]),
(constants.REL_OBJ_RESPONSIBLE, _('has as responsible contact'),
[Opportunity]),
)
if apps.is_installed('creme.activities'):
logger.info('Activities app is installed'
' => an Opportunity can be the subject of an Activity')
from creme.activities.constants import REL_SUB_ACTIVITY_SUBJECT
RelationType.objects.get(
pk=REL_SUB_ACTIVITY_SUBJECT, ).add_subject_ctypes(Opportunity)
if apps.is_installed('creme.billing'):
logger.info(
'Billing app is installed'
' => we create relationships between Opportunities & billing models'
)
from creme import billing
Invoice = billing.get_invoice_model()
Quote = billing.get_quote_model()
SalesOrder = billing.get_sales_order_model()
create_rtype(
(
constants.REL_SUB_LINKED_SALESORDER,
_('is associate with the opportunity'),
[SalesOrder],
),
(constants.REL_OBJ_LINKED_SALESORDER,
_('has generated the salesorder'), [Opportunity]),
)
create_rtype(
(
constants.REL_SUB_LINKED_INVOICE,
pgettext('opportunities-invoice',
'generated for the opportunity'),
[Invoice],
),
(
constants.REL_OBJ_LINKED_INVOICE,
_('has resulted in the invoice'),
[Opportunity],
),
)
create_rtype(
(
constants.REL_SUB_LINKED_QUOTE,
pgettext('opportunities-quote',
'generated for the opportunity'),
[Quote],
),
(
constants.REL_OBJ_LINKED_QUOTE,
_('has resulted in the quote'),
[Opportunity],
),
)
create_rtype(
(
constants.REL_SUB_CURRENT_DOC,
_('is the current accounting document of'),
[SalesOrder, Invoice, Quote],
),
(
constants.REL_OBJ_CURRENT_DOC,
_('has as current accounting document'),
[Opportunity],
),
)
# ---------------------------
create_sv = SettingValue.objects.get_or_create
create_sv(key_id=setting_keys.quote_key.id, defaults={'value': False})
create_sv(key_id=setting_keys.target_constraint_key.id,
defaults={'value': True})
create_sv(key_id=setting_keys.emitter_constraint_key.id,
defaults={'value': True})
# ---------------------------
create_efilter = partial(
EntityFilter.objects.smart_update_or_create,
model=Opportunity,
user='******',
)
build_cond = partial(
condition_handler.RegularFieldConditionHandler.build_condition,
model=Opportunity,
)
create_efilter(
'opportunities-opportunities_won',
name=_('Opportunities won'),
conditions=[
build_cond(
operator=operators.EqualsOperator,
field_name='sales_phase__won',
values=[True],
),
],
)
create_efilter(
'opportunities-opportunities_lost',
name=_('Opportunities lost'),
conditions=[
build_cond(
operator=operators.EqualsOperator,
field_name='sales_phase__lost',
values=[True],
),
],
)
create_efilter(
'opportunities-neither_won_nor_lost_opportunities',
name=_('Neither won nor lost opportunities'),
conditions=[
build_cond(
operator=operators.EqualsNotOperator,
field_name='sales_phase__won',
values=[True],
),
build_cond(
operator=operators.EqualsNotOperator,
field_name='sales_phase__lost',
values=[True],
),
],
)
# ---------------------------
HeaderFilter.objects.create_if_needed(
pk=constants.DEFAULT_HFILTER_OPPORTUNITY,
model=Opportunity,
name=_('Opportunity view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
EntityCellRelation(model=Opportunity, rtype=rt_sub_targets),
(EntityCellRegularField, {
'name': 'sales_phase'
}),
(EntityCellRegularField, {
'name': 'estimated_sales'
}),
(EntityCellRegularField, {
'name': 'made_sales'
}),
(EntityCellRegularField, {
'name': 'closing_date'
}),
],
)
# ---------------------------
common_groups_desc = [
{
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS
},
),
],
},
]
common_field_names = [
'reference',
'estimated_sales',
'made_sales',
'currency',
'sales_phase',
'chance_to_win',
'expected_closing_date',
'closing_date',
'origin',
'first_action_date',
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.OPPORTUNITY_CREATION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'name'
}),
OppEmitterSubCell().into_cell(),
OppTargetSubCell().into_cell(),
*((EntityCellRegularField, {
'name': fname
}) for fname in common_field_names),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
*common_groups_desc,
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name': EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.OPPORTUNITY_EDITION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'name'
}),
OppTargetSubCell().into_cell(),
*((EntityCellRegularField, {
'name': fname
}) for fname in common_field_names),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
*common_groups_desc,
],
)
# ---------------------------
SearchConfigItem.objects.create_if_needed(
Opportunity,
['name', 'made_sales', 'sales_phase__name', 'origin__name'],
)
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='opportunities-').exists():
container = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Commercial')},
defaults={'order': 30},
)[0]
MenuConfigItem.objects.create(
entry_id=menu.OpportunitiesEntry.id,
order=10,
parent=container,
)
creations = MenuConfigItem.objects.filter(
entry_id=ContainerEntry.id,
entry_data={
'label': _('+ Creation')
},
).first()
if creations is not None:
MenuConfigItem.objects.create(
entry_id=menu.OpportunityCreationEntry.id,
order=30,
parent=creations,
)
# ---------------------------
if not already_populated:
create_sphase = SalesPhase.objects.create
create_sphase(order=1, name=_('Forthcoming'))
create_sphase(order=4,
name=pgettext('opportunities-sales_phase',
'Abandoned'))
create_sphase(order=5,
name=pgettext('opportunities-sales_phase', 'Won'),
won=True)
create_sphase(order=6,
name=pgettext('opportunities-sales_phase', 'Lost'),
lost=True)
create_sphase(order=3, name=_('Under negotiation'))
create_sphase(order=2, name=_('In progress'))
# ---------------------------
create_origin = Origin.objects.create
create_origin(name=pgettext('opportunities-origin', 'None'))
create_origin(name=_('Web site'))
create_origin(name=_('Mouth'))
create_origin(name=_('Show'))
create_origin(name=_('Direct email'))
create_origin(name=_('Direct phone call'))
create_origin(name=_('Employee'))
create_origin(name=_('Partner'))
create_origin(name=pgettext('opportunities-origin', 'Other'))
# ---------------------------
create_button = ButtonMenuItem.objects.create_if_needed
create_button(
model=Organisation,
button=LinkedOpportunityButton,
order=30,
)
create_button(
model=Contact,
button=LinkedOpportunityButton,
order=30,
)
# ---------------------------
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
build_cell = EntityCellRegularField.build
cbci = CustomBrickConfigItem.objects.create(
id='opportunities-complementary',
name=_('Opportunity complementary information'),
content_type=Opportunity,
cells=[
build_cell(Opportunity, 'reference'),
build_cell(Opportunity, 'currency'),
build_cell(Opportunity, 'chance_to_win'),
build_cell(Opportunity, 'expected_closing_date'),
build_cell(Opportunity, 'closing_date'),
build_cell(Opportunity, 'origin'),
build_cell(Opportunity, 'first_action_date'),
build_cell(Opportunity, 'description'),
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Opportunity,
'zone': LEFT
},
data=[
{
'brick': bricks.OpportunityCardHatBrick,
'order': 1,
'zone': BrickDetailviewLocation.HAT,
},
{
'brick': cbci.brick_id,
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.BusinessManagersBrick,
'order': 60
},
{
'brick': bricks.LinkedContactsBrick,
'order': 62
},
{
'brick': bricks.LinkedProductsBrick,
'order': 64
},
{
'brick': bricks.LinkedServicesBrick,
'order': 66
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': bricks.OppTargetBrick,
'order': 1,
'zone': RIGHT
},
{
'brick': bricks.OppTotalBrick,
'order': 2,
'zone': RIGHT
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
if apps.is_installed('creme.activities'):
logger.info(
'Activities app is installed'
' => we use the "Future activities" & "Past activities" blocks'
)
from creme.activities import bricks as act_bricks
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Opportunity,
'zone': RIGHT
},
data=[
{
'brick': act_bricks.FutureActivitiesBrick,
'order': 20
},
{
'brick': act_bricks.PastActivitiesBrick,
'order': 21
},
],
)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed'
' => we use the assistants blocks on detail views and portal'
)
from creme.assistants import bricks as a_bricks
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Opportunity,
'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': 500
},
],
)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed
# => we use the documents block on detail view')
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.create_if_needed(
brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Opportunity,
)
if apps.is_installed('creme.billing'):
logger.info('Billing app is installed'
' => we use the billing blocks on detail view')
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Opportunity,
'zone': LEFT
},
data=[
{
'brick': bricks.QuotesBrick,
'order': 70
},
{
'brick': bricks.SalesOrdersBrick,
'order': 72
},
{
'brick': bricks.InvoicesBrick,
'order': 74
},
],
)
if apps.is_installed('creme.emails'):
logger.info('Emails app is installed'
' => we use the emails blocks on detail view')
from creme.emails.bricks import MailsHistoryBrick
BrickDetailviewLocation.objects.create_if_needed(
brick=MailsHistoryBrick,
order=600,
zone=RIGHT,
model=Opportunity,
)
BrickDetailviewLocation.objects.create_if_needed(
brick=bricks.TargettingOpportunitiesBrick,
order=16,
zone=RIGHT,
model=Organisation,
)
# ---------------------------
if apps.is_installed('creme.reports'):
logger.info(
'Reports app is installed'
' => we create an Opportunity report, with 2 graphs, and related blocks'
)
self.create_report_n_graphes(rt_obj_emit_orga)
def populate(self):
already_populated = core_models.RelationType.objects.filter(
pk=constants.REL_SUB_EMPLOYED_BY).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
rt_map = {}
for rt_info in [
(
(constants.REL_SUB_EMPLOYED_BY, _('is an employee of'),
[Contact]),
(constants.REL_OBJ_EMPLOYED_BY, _('employs'), [Organisation]),
),
(
(constants.REL_SUB_CUSTOMER_SUPPLIER, _('is a customer of'),
[Contact, Organisation]),
(constants.REL_OBJ_CUSTOMER_SUPPLIER, _('is a supplier of'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_MANAGES, _('manages'), [Contact]),
(constants.REL_OBJ_MANAGES, _('managed by'), [Organisation]),
),
(
(constants.REL_SUB_PROSPECT, _('is a prospect of'),
[Contact, Organisation]),
(constants.REL_OBJ_PROSPECT, _('has as prospect'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_SUSPECT, _('is a suspect of'),
[Contact, Organisation]),
(constants.REL_OBJ_SUSPECT, _('has as suspect'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_PARTNER, _('is a partner of'),
[Contact, Organisation]),
(constants.REL_OBJ_PARTNER, _('has as partner'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_INACTIVE, _('is an inactive customer of'),
[Contact, Organisation]),
(constants.REL_OBJ_INACTIVE, _('has as inactive customer'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_SUBSIDIARY, _('has as subsidiary'),
[Organisation]),
(constants.REL_OBJ_SUBSIDIARY, _('is a subsidiary of'),
[Organisation]),
),
(
(constants.REL_SUB_COMPETITOR, _('is a competitor of'),
[Contact, Organisation]),
(constants.REL_OBJ_COMPETITOR, _('has as competitor'),
[Contact, Organisation]),
),
]:
rt, sym_rt = core_models.RelationType.create(*rt_info)
rt_map[rt.id] = rt
rt_map[sym_rt.id] = sym_rt
# ---------------------------
EntityFilter.create(
constants.FILTER_MANAGED_ORGA,
name=_('Managed by creme'),
model=Organisation,
user='******',
conditions=[
# EntityFilterCondition.build_4_field(
# model=Organisation,
# operator=EntityFilterCondition.EQUALS,
# name='is_managed',
# values=[True],
# ),
condition_handler.RegularFieldConditionHandler.build_condition(
model=Organisation,
operator=operators.EqualsOperator,
field_name='is_managed',
values=[True],
),
],
)
EntityFilter.create(
constants.FILTER_CONTACT_ME,
name=_('Me'),
model=Contact,
user='******',
conditions=[
# EntityFilterCondition.build_4_field(
# model=Contact,
# operator=EntityFilterCondition.EQUALS,
# name='is_user',
# values=[EntityFilterVariable.CURRENT_USER],
# ),
condition_handler.RegularFieldConditionHandler.build_condition(
model=Contact,
operator=operators.EqualsOperator,
field_name='is_user',
values=[operands.CurrentUserOperand.type_id],
),
],
)
# ---------------------------
create_hf = core_models.HeaderFilter.create
create_hf(
pk=constants.DEFAULT_HFILTER_CONTACT,
model=Contact,
name=_('Contact view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'last_name'
}),
(EntityCellRegularField, {
'name': 'first_name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(
model=Contact,
rtype=rt_map[constants.REL_SUB_EMPLOYED_BY]),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_ORGA,
model=Organisation,
name=_('Organisation view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(model=Organisation,
rtype=rt_map[constants.REL_OBJ_MANAGES]),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_ORGA_CUSTOMERS,
model=Organisation,
name=_('Prospect/Suspect view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'sector'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(
model=Organisation,
rtype=rt_map[constants.REL_SUB_CUSTOMER_SUPPLIER]),
EntityCellRelation(model=Organisation,
rtype=rt_map[constants.REL_SUB_PROSPECT]),
EntityCellRelation(model=Organisation,
rtype=rt_map[constants.REL_SUB_SUSPECT]),
],
)
# ---------------------------
create_sci = core_models.SearchConfigItem.create_if_needed
create_sci(Contact,
['last_name', 'first_name', 'phone', 'mobile', 'email'])
create_sci(
Organisation,
['name', 'phone', 'email', 'sector__title', 'legal_form__title'])
# ---------------------------
if not already_populated:
create_if_needed(Civility, {'pk': 1},
title=_('Madam'),
shortcut=_('Mrs.'))
create_if_needed(Civility, {'pk': 2},
title=_('Miss'),
shortcut=_('Ms.'))
create_if_needed(Civility, {'pk': 3},
title=_('Mister'),
shortcut=_('Mr.'))
create_if_needed(Civility, {'pk': 4}, title=_('N/A'), shortcut='')
# ---------------------------
# TODO: add relation to admin ????
if not Organisation.objects.exists():
Organisation.objects.create(
user=get_user_model().objects.get_admin(),
name=_('ReplaceByYourSociety'),
is_managed=True,
uuid=constants.UUID_FIRST_ORGA,
)
# ---------------------------
create_if_needed(Position, {'pk': 1}, title=_('CEO'))
create_if_needed(Position, {'pk': 2}, title=_('Secretary'))
create_if_needed(Position, {'pk': 3}, title=_('Technician'))
# ---------------------------
create_if_needed(Sector, {'pk': 1}, title=_('Food Industry'))
create_if_needed(Sector, {'pk': 2}, title=_('Industry'))
create_if_needed(Sector, {'pk': 3}, title=_('Software'))
create_if_needed(Sector, {'pk': 4}, title=_('Telecom'))
create_if_needed(Sector, {'pk': 5}, title=_('Restoration'))
# ---------------------------
# TODO: depend on the country no ??
create_if_needed(LegalForm, {'pk': 1}, title='SARL')
create_if_needed(LegalForm, {'pk': 2},
title='Association loi 1901')
create_if_needed(LegalForm, {'pk': 3}, title='SA')
create_if_needed(LegalForm, {'pk': 4}, title='SAS')
# ---------------------------
create_if_needed(StaffSize, {'pk': 1}, size='1 - 5', order=1)
create_if_needed(StaffSize, {'pk': 2}, size='6 - 10', order=2)
create_if_needed(StaffSize, {'pk': 3}, size='11 - 50', order=3)
create_if_needed(StaffSize, {'pk': 4}, size='51 - 100', order=4)
create_if_needed(StaffSize, {'pk': 5}, size='100 - 500', order=5)
create_if_needed(StaffSize, {'pk': 6}, size='> 500', order=6)
# ---------------------------
create_bmi = core_models.ButtonMenuItem.create_if_needed
create_bmi(pk='persons-customer_contact_button',
model=Contact,
button=buttons.BecomeCustomerButton,
order=20)
create_bmi(pk='persons-prospect_contact_button',
model=Contact,
button=buttons.BecomeProspectButton,
order=21)
create_bmi(pk='persons-suspect_contact_button',
model=Contact,
button=buttons.BecomeSuspectButton,
order=22)
create_bmi(pk='persons-inactive_contact_button',
model=Contact,
button=buttons.BecomeInactiveButton,
order=24)
create_bmi(pk='persons-customer_orga_button',
model=Organisation,
button=buttons.BecomeCustomerButton,
order=20)
create_bmi(pk='persons-prospect_orga_button',
model=Organisation,
button=buttons.BecomeProspectButton,
order=21)
create_bmi(pk='persons-suspect_orga_button',
model=Organisation,
button=buttons.BecomeSuspectButton,
order=22)
create_bmi(pk='persons-inactive_orga_button',
model=Organisation,
button=buttons.BecomeInactiveButton,
order=23)
create_bmi(pk='persons-supplier_button',
model=Organisation,
button=buttons.BecomeSupplierButton,
order=24)
create_bmi(pk='persons-linked_contact_button',
model=Organisation,
button=buttons.AddLinkedContactButton,
order=25)
# Populate bricks ------------------
create_rbi = core_models.RelationBrickItem.objects.create_if_needed
rbi_1 = create_rbi(constants.REL_SUB_CUSTOMER_SUPPLIER)
rbi_2 = create_rbi(constants.REL_OBJ_CUSTOMER_SUPPLIER)
create_cbci = core_models.CustomBrickConfigItem.objects.create
build_cell = EntityCellRegularField.build
# cbci_orga_1 =
create_cbci(
id='persons-organisation_main_info',
name=_('Organisation information'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'name'),
build_cell(Organisation, 'is_managed'),
build_cell(Organisation, 'staff_size'),
build_cell(Organisation, 'legal_form'),
build_cell(Organisation, 'sector'),
build_cell(Organisation, 'capital'),
build_cell(Organisation, 'siren'),
build_cell(Organisation, 'naf'),
build_cell(Organisation, 'siret'),
build_cell(Organisation, 'rcs'),
build_cell(Organisation, 'tvaintra'),
build_cell(Organisation, 'subject_to_vat'),
build_cell(Organisation, 'annual_revenue'),
build_cell(Organisation, 'creation_date'),
build_cell(Organisation, 'image'),
# --
build_cell(Organisation, 'description'),
# --
build_cell(Organisation, 'created'),
build_cell(Organisation, 'modified'),
build_cell(Organisation, 'user'),
],
)
# cbci_orga_2 =
create_cbci(
id='persons-organisation_details',
name=_('Organisation details'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'phone'),
build_cell(Organisation, 'fax'),
build_cell(Organisation, 'email'),
build_cell(Organisation, 'url_site'),
],
)
cbci_orga_extra = create_cbci(
id='persons-organisation_complementary',
name=_('Organisation complementary information'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'staff_size'),
build_cell(Organisation, 'sector'),
build_cell(Organisation, 'capital'),
build_cell(Organisation, 'siren'),
build_cell(Organisation, 'naf'),
build_cell(Organisation, 'siret'),
build_cell(Organisation, 'rcs'),
build_cell(Organisation, 'tvaintra'),
build_cell(Organisation, 'subject_to_vat'),
build_cell(Organisation, 'annual_revenue'),
build_cell(Organisation, 'creation_date'),
build_cell(Organisation, 'image'),
# --
build_cell(Organisation, 'description'),
# --
build_cell(Organisation, 'fax'),
build_cell(Organisation, 'email'),
build_cell(Organisation, 'url_site'),
],
)
HAT = core_models.BrickDetailviewLocation.HAT
LEFT = core_models.BrickDetailviewLocation.LEFT
RIGHT = core_models.BrickDetailviewLocation.RIGHT
create_bdl = core_models.BrickDetailviewLocation.objects.create_if_needed
create_bdl(brick=bricks.OrganisationCardHatBrick,
order=1,
zone=HAT,
model=Organisation)
create_bdl(brick=cbci_orga_extra.generate_id(),
order=5,
zone=LEFT,
model=Organisation)
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT,
model=Organisation)
create_bdl(brick=bricks.PrettyAddressesBrick,
order=50,
zone=LEFT,
model=Organisation)
create_bdl(brick=bricks.PrettyOtherAddressesBrick,
order=60,
zone=LEFT,
model=Organisation)
create_bdl(brick=bricks.ManagersBrick,
order=100,
zone=LEFT,
model=Organisation)
create_bdl(brick=bricks.EmployeesBrick,
order=120,
zone=LEFT,
model=Organisation)
create_bdl(brick=core_bricks.PropertiesBrick,
order=450,
zone=LEFT,
model=Organisation)
create_bdl(brick=core_bricks.RelationsBrick,
order=500,
zone=LEFT,
model=Organisation)
create_bdl(brick=rbi_1.brick_id,
order=5,
zone=RIGHT,
model=Organisation)
create_bdl(brick=rbi_2.brick_id,
order=10,
zone=RIGHT,
model=Organisation)
create_bdl(brick=core_bricks.HistoryBrick,
order=30,
zone=RIGHT,
model=Organisation)
create_cbci(
id='persons-contact_main_info',
name=_('Contact information'),
content_type=Contact,
cells=[
build_cell(Contact, 'civility'),
build_cell(Contact, 'first_name'),
build_cell(Contact, 'last_name'),
build_cell(Contact, 'sector'),
build_cell(Contact, 'position'),
build_cell(Contact, 'full_position'),
build_cell(Contact, 'is_user'),
build_cell(Contact, 'birthday'),
build_cell(Contact, 'image'),
# --
build_cell(Contact, 'description'),
# --
build_cell(Contact, 'created'),
build_cell(Contact, 'modified'),
build_cell(Contact, 'user'),
],
)
create_cbci(
id='persons-contact_details',
name=_('Contact details'),
content_type=Contact,
cells=[
build_cell(Contact, 'phone'),
build_cell(Contact, 'mobile'),
build_cell(Contact, 'fax'),
build_cell(Contact, 'email'),
build_cell(Contact, 'url_site'),
build_cell(Contact, 'skype'),
],
)
cbci_contact_extra = create_cbci(
id='persons-contact_complementary',
name=_('Contact complementary information'),
content_type=Contact,
cells=[
build_cell(Contact, 'sector'),
build_cell(Contact, 'full_position'),
build_cell(Contact, 'birthday'),
build_cell(Contact, 'image'),
# --
build_cell(Contact, 'description'),
# --
build_cell(Contact, 'fax'),
build_cell(Contact, 'url_site'),
build_cell(Contact, 'skype'),
],
)
create_bdl(brick=bricks.ContactCardHatBrick,
order=1,
zone=HAT,
model=Contact)
create_bdl(brick=cbci_contact_extra.generate_id(),
order=30,
zone=LEFT,
model=Contact)
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT,
model=Contact)
create_bdl(brick=bricks.PrettyAddressesBrick,
order=50,
zone=LEFT,
model=Contact)
create_bdl(brick=bricks.PrettyOtherAddressesBrick,
order=60,
zone=LEFT,
model=Contact)
create_bdl(brick=core_bricks.PropertiesBrick,
order=450,
zone=LEFT,
model=Contact)
create_bdl(brick=core_bricks.RelationsBrick,
order=500,
zone=LEFT,
model=Contact)
create_bdl(brick=core_bricks.HistoryBrick,
order=20,
zone=RIGHT,
model=Contact)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed => we use the assistants blocks on detail views and portal'
)
from creme.assistants import bricks as a_bricks
create_bdl(brick=a_bricks.TodosBrick,
order=100,
zone=RIGHT,
model=Contact)
create_bdl(brick=a_bricks.MemosBrick,
order=200,
zone=RIGHT,
model=Contact)
create_bdl(brick=a_bricks.AlertsBrick,
order=300,
zone=RIGHT,
model=Contact)
create_bdl(brick=a_bricks.UserMessagesBrick,
order=500,
zone=RIGHT,
model=Contact)
create_bdl(brick=a_bricks.TodosBrick,
order=100,
zone=RIGHT,
model=Organisation)
create_bdl(brick=a_bricks.MemosBrick,
order=200,
zone=RIGHT,
model=Organisation)
create_bdl(brick=a_bricks.AlertsBrick,
order=300,
zone=RIGHT,
model=Organisation)
create_bdl(brick=a_bricks.UserMessagesBrick,
order=500,
zone=RIGHT,
model=Organisation)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
create_bdl(brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Contact)
create_bdl(brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Organisation)
if apps.is_installed('creme.activities'):
core_models.BrickHomeLocation.objects.create(
brick_id=bricks.NeglectedOrganisationsBrick.id_, order=15)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_EMPLOYED_BY, ).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
rt_map = {}
for rt_info in [
(
(constants.REL_SUB_EMPLOYED_BY, _('is an employee of'),
[Contact]),
(constants.REL_OBJ_EMPLOYED_BY, _('employs'), [Organisation]),
),
(
(
constants.REL_SUB_CUSTOMER_SUPPLIER,
_('is a customer of'),
[Contact, Organisation],
),
(
constants.REL_OBJ_CUSTOMER_SUPPLIER,
_('is a supplier of'),
[Contact, Organisation],
),
),
(
(constants.REL_SUB_MANAGES, _('manages'), [Contact]),
(constants.REL_OBJ_MANAGES, _('managed by'), [Organisation]),
),
(
(constants.REL_SUB_PROSPECT, _('is a prospect of'),
[Contact, Organisation]),
(constants.REL_OBJ_PROSPECT, _('has as prospect'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_SUSPECT, _('is a suspect of'),
[Contact, Organisation]),
(constants.REL_OBJ_SUSPECT, _('has as suspect'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_PARTNER, _('is a partner of'),
[Contact, Organisation]),
(constants.REL_OBJ_PARTNER, _('has as partner'),
[Contact, Organisation]),
),
(
(
constants.REL_SUB_INACTIVE,
_('is an inactive customer of'),
[Contact, Organisation],
),
(
constants.REL_OBJ_INACTIVE,
_('has as inactive customer'),
[Contact, Organisation],
),
),
(
(constants.REL_SUB_SUBSIDIARY, _('has as subsidiary'),
[Organisation]),
(constants.REL_OBJ_SUBSIDIARY, _('is a subsidiary of'),
[Organisation]),
),
(
(constants.REL_SUB_COMPETITOR, _('is a competitor of'),
[Contact, Organisation]),
(constants.REL_OBJ_COMPETITOR, _('has as competitor'),
[Contact, Organisation]),
),
]:
rt, sym_rt = RelationType.create(*rt_info)
rt_map[rt.id] = rt
rt_map[sym_rt.id] = sym_rt
get_rtype = RelationType.objects.get
get_rtype(pk=core_constants.REL_SUB_HAS).add_subject_ctypes(
Contact, Organisation)
get_rtype(
pk=core_constants.REL_OBJ_HAS).add_subject_ctypes(Organisation)
# ---------------------------
EntityFilter.objects.smart_update_or_create(
constants.FILTER_MANAGED_ORGA,
name=_('Managed by creme'),
model=Organisation,
user='******',
conditions=[
condition_handler.RegularFieldConditionHandler.build_condition(
model=Organisation,
operator=operators.EqualsOperator,
field_name='is_managed',
values=[True],
),
],
)
EntityFilter.objects.smart_update_or_create(
constants.FILTER_CONTACT_ME,
name=_('Me'),
model=Contact,
user='******',
conditions=[
condition_handler.RegularFieldConditionHandler.build_condition(
model=Contact,
operator=operators.EqualsOperator,
field_name='is_user',
values=[operands.CurrentUserOperand.type_id],
),
],
)
# ---------------------------
create_hf = HeaderFilter.objects.create_if_needed
create_hf(
pk=constants.DEFAULT_HFILTER_CONTACT,
model=Contact,
name=_('Contact view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'last_name'
}),
(EntityCellRegularField, {
'name': 'first_name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(
model=Contact,
rtype=rt_map[constants.REL_SUB_EMPLOYED_BY]),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_ORGA,
model=Organisation,
name=_('Organisation view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(model=Organisation,
rtype=rt_map[constants.REL_OBJ_MANAGES]),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_ORGA_CUSTOMERS,
model=Organisation,
name=_('Prospect/Suspect view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'sector'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(
model=Organisation,
rtype=rt_map[constants.REL_SUB_CUSTOMER_SUPPLIER],
),
EntityCellRelation(
model=Organisation,
rtype=rt_map[constants.REL_SUB_PROSPECT],
),
EntityCellRelation(
model=Organisation,
rtype=rt_map[constants.REL_SUB_SUSPECT],
),
],
)
# ---------------------------
creation_only_groups_desc = [
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name': EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
]
description_group_desc = {
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
}
cfields_group_desc = {
'name':
_('Custom fields'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS
},
),
],
}
contact_groups_desc = [
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'civility'
}),
(EntityCellRegularField, {
'name': 'last_name'
}),
(EntityCellRegularField, {
'name': 'first_name'
}),
(EntityCellRegularField, {
'name': 'position'
}),
(EntityCellRegularField, {
'name': 'full_position'
}),
(EntityCellRegularField, {
'name': 'sector'
}),
(EntityCellRegularField, {
'name': 'birthday'
}),
(EntityCellRegularField, {
'name': 'image'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS
},
),
],
},
description_group_desc,
{
'name':
_('Contact details'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'skype'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'mobile'
}),
(EntityCellRegularField, {
'name': 'fax'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'url_site'
}),
],
},
cfields_group_desc,
AddressesGroup(model=Contact),
]
orga_groups_desc = [
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'fax'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'url_site'
}),
(EntityCellRegularField, {
'name': 'sector'
}),
(EntityCellRegularField, {
'name': 'legal_form'
}),
(EntityCellRegularField, {
'name': 'staff_size'
}),
(EntityCellRegularField, {
'name': 'capital'
}),
(EntityCellRegularField, {
'name': 'annual_revenue'
}),
(EntityCellRegularField, {
'name': 'siren'
}),
(EntityCellRegularField, {
'name': 'naf'
}),
(EntityCellRegularField, {
'name': 'siret'
}),
(EntityCellRegularField, {
'name': 'rcs'
}),
(EntityCellRegularField, {
'name': 'tvaintra'
}),
(EntityCellRegularField, {
'name': 'subject_to_vat'
}),
(EntityCellRegularField, {
'name': 'creation_date'
}),
(EntityCellRegularField, {
'name': 'image'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS
},
),
],
},
description_group_desc,
cfields_group_desc,
AddressesGroup(model=Organisation),
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.CONTACT_CREATION_CFORM,
groups_desc=[
*contact_groups_desc,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.CONTACT_EDITION_CFORM,
groups_desc=contact_groups_desc,
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ORGANISATION_CREATION_CFORM,
groups_desc=[
*orga_groups_desc,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ORGANISATION_EDITION_CFORM,
groups_desc=orga_groups_desc,
)
# ---------------------------
create_sci = SearchConfigItem.objects.create_if_needed
create_sci(Contact,
['last_name', 'first_name', 'phone', 'mobile', 'email'])
create_sci(
Organisation,
['name', 'phone', 'email', 'sector__title', 'legal_form__title'])
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='persons-').exists():
directory = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Directory')},
defaults={'order': 20},
)[0]
create_mitem = MenuConfigItem.objects.create
create_mitem(entry_id=menu.OrganisationsEntry.id,
order=10,
parent=directory)
create_mitem(entry_id=menu.ContactsEntry.id,
order=20,
parent=directory)
create_mitem(entry_id=menu.CustomersEntry.id,
order=30,
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.OrganisationCreationEntry.id,
order=10,
parent=creations,
)
create_mitem(
entry_id=menu.ContactCreationEntry.id,
order=20,
parent=creations,
)
# ---------------------------
if not already_populated:
create_if_needed(Civility, {'pk': 1},
title=_('Madam'),
shortcut=_('Mrs.'))
create_if_needed(Civility, {'pk': 2},
title=_('Miss'),
shortcut=_('Ms.'))
create_if_needed(Civility, {'pk': 3},
title=_('Mister'),
shortcut=_('Mr.'))
create_if_needed(Civility, {'pk': 4}, title=_('N/A'), shortcut='')
# ---------------------------
# TODO: add relation to admin ????
if not Organisation.objects.exists():
Organisation.objects.create(
user=get_user_model().objects.get_admin(),
name=_('ReplaceByYourSociety'),
is_managed=True,
uuid=constants.UUID_FIRST_ORGA,
)
# ---------------------------
create_if_needed(Position, {'pk': 1}, title=_('CEO'))
create_if_needed(Position, {'pk': 2}, title=_('Secretary'))
create_if_needed(Position, {'pk': 3}, title=_('Technician'))
# ---------------------------
create_if_needed(Sector, {'pk': 1}, title=_('Food Industry'))
create_if_needed(Sector, {'pk': 2}, title=_('Industry'))
create_if_needed(Sector, {'pk': 3}, title=_('Software'))
create_if_needed(Sector, {'pk': 4}, title=_('Telecom'))
create_if_needed(Sector, {'pk': 5}, title=_('Restoration'))
# ---------------------------
# TODO: depend on the country no ??
create_if_needed(LegalForm, {'pk': 1}, title='SARL')
create_if_needed(LegalForm, {'pk': 2},
title='Association loi 1901')
create_if_needed(LegalForm, {'pk': 3}, title='SA')
create_if_needed(LegalForm, {'pk': 4}, title='SAS')
# ---------------------------
create_if_needed(StaffSize, {'pk': 1}, size='1 - 5', order=1)
create_if_needed(StaffSize, {'pk': 2}, size='6 - 10', order=2)
create_if_needed(StaffSize, {'pk': 3}, size='11 - 50', order=3)
create_if_needed(StaffSize, {'pk': 4}, size='51 - 100', order=4)
create_if_needed(StaffSize, {'pk': 5}, size='100 - 500', order=5)
create_if_needed(StaffSize, {'pk': 6}, size='> 500', order=6)
# ---------------------------
create_bmi = ButtonMenuItem.objects.create_if_needed
create_bmi(model=Contact,
button=buttons.BecomeCustomerButton,
order=20)
create_bmi(model=Contact,
button=buttons.BecomeProspectButton,
order=21)
create_bmi(model=Contact,
button=buttons.BecomeSuspectButton,
order=22)
create_bmi(model=Contact,
button=buttons.BecomeInactiveButton,
order=24)
create_bmi(model=Organisation,
button=buttons.BecomeCustomerButton,
order=20)
create_bmi(model=Organisation,
button=buttons.BecomeProspectButton,
order=21)
create_bmi(model=Organisation,
button=buttons.BecomeSuspectButton,
order=22)
create_bmi(model=Organisation,
button=buttons.BecomeInactiveButton,
order=23)
create_bmi(model=Organisation,
button=buttons.BecomeSupplierButton,
order=24)
create_bmi(model=Organisation,
button=buttons.AddLinkedContactButton,
order=25)
# Populate bricks ------------------
create_rbi = RelationBrickItem.objects.create_if_needed
rbi_1 = create_rbi(constants.REL_SUB_CUSTOMER_SUPPLIER)
rbi_2 = create_rbi(constants.REL_OBJ_CUSTOMER_SUPPLIER)
create_cbci = CustomBrickConfigItem.objects.create
build_cell = EntityCellRegularField.build
# cbci_orga_1 =
create_cbci(
id='persons-organisation_main_info',
name=_('Organisation information'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'name'),
build_cell(Organisation, 'is_managed'),
build_cell(Organisation, 'staff_size'),
build_cell(Organisation, 'legal_form'),
build_cell(Organisation, 'sector'),
build_cell(Organisation, 'capital'),
build_cell(Organisation, 'siren'),
build_cell(Organisation, 'naf'),
build_cell(Organisation, 'siret'),
build_cell(Organisation, 'rcs'),
build_cell(Organisation, 'tvaintra'),
build_cell(Organisation, 'subject_to_vat'),
build_cell(Organisation, 'annual_revenue'),
build_cell(Organisation, 'creation_date'),
build_cell(Organisation, 'image'),
# --
build_cell(Organisation, 'description'),
# --
build_cell(Organisation, 'created'),
build_cell(Organisation, 'modified'),
build_cell(Organisation, 'user'),
],
)
# cbci_orga_2 =
create_cbci(
id='persons-organisation_details',
name=_('Organisation details'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'phone'),
build_cell(Organisation, 'fax'),
build_cell(Organisation, 'email'),
build_cell(Organisation, 'url_site'),
],
)
cbci_orga_extra = create_cbci(
id='persons-organisation_complementary',
name=_('Organisation complementary information'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'staff_size'),
build_cell(Organisation, 'sector'),
build_cell(Organisation, 'capital'),
build_cell(Organisation, 'siren'),
build_cell(Organisation, 'naf'),
build_cell(Organisation, 'siret'),
build_cell(Organisation, 'rcs'),
build_cell(Organisation, 'tvaintra'),
build_cell(Organisation, 'subject_to_vat'),
build_cell(Organisation, 'annual_revenue'),
build_cell(Organisation, 'creation_date'),
build_cell(Organisation, 'image'),
# --
build_cell(Organisation, 'description'),
# --
build_cell(Organisation, 'fax'),
build_cell(Organisation, 'email'),
build_cell(Organisation, 'url_site'),
],
)
HAT = BrickDetailviewLocation.HAT
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Organisation,
'zone': LEFT
},
data=[
{
'brick': bricks.OrganisationCardHatBrick,
'order': 1,
'zone': HAT
},
{
'brick': cbci_orga_extra.brick_id,
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.PrettyAddressesBrick,
'order': 50
},
{
'brick': bricks.PrettyOtherAddressesBrick,
'order': 60
},
{
'brick': bricks.ManagersBrick,
'order': 100
},
{
'brick': bricks.EmployeesBrick,
'order': 120
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': rbi_1.brick_id,
'order': 5,
'zone': RIGHT
},
{
'brick': rbi_2.brick_id,
'order': 10,
'zone': RIGHT
},
{
'brick': core_bricks.HistoryBrick,
'order': 30,
'zone': RIGHT
},
],
)
create_cbci(
id='persons-contact_main_info',
name=_('Contact information'),
content_type=Contact,
cells=[
build_cell(Contact, 'civility'),
build_cell(Contact, 'first_name'),
build_cell(Contact, 'last_name'),
build_cell(Contact, 'sector'),
build_cell(Contact, 'position'),
build_cell(Contact, 'full_position'),
build_cell(Contact, 'is_user'),
build_cell(Contact, 'birthday'),
build_cell(Contact, 'image'),
# --
build_cell(Contact, 'description'),
# --
build_cell(Contact, 'created'),
build_cell(Contact, 'modified'),
build_cell(Contact, 'user'),
],
)
create_cbci(
id='persons-contact_details',
name=_('Contact details'),
content_type=Contact,
cells=[
build_cell(Contact, 'phone'),
build_cell(Contact, 'mobile'),
build_cell(Contact, 'fax'),
build_cell(Contact, 'email'),
build_cell(Contact, 'url_site'),
build_cell(Contact, 'skype'),
],
)
cbci_contact_extra = create_cbci(
id='persons-contact_complementary',
name=_('Contact complementary information'),
content_type=Contact,
cells=[
build_cell(Contact, 'sector'),
build_cell(Contact, 'full_position'),
build_cell(Contact, 'birthday'),
build_cell(Contact, 'image'),
# --
build_cell(Contact, 'description'),
# --
build_cell(Contact, 'fax'),
build_cell(Contact, 'url_site'),
build_cell(Contact, 'skype'),
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Contact,
'zone': LEFT
},
data=[
{
'brick': bricks.ContactCardHatBrick,
'order': 1,
'zone': HAT
},
{
'brick': cbci_contact_extra.brick_id,
'order': 30
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.PrettyAddressesBrick,
'order': 50
},
{
'brick': bricks.PrettyOtherAddressesBrick,
'order': 60
},
{
'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 and portal'
)
from creme.assistants import bricks as a_bricks
for model in (Contact, Organisation):
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': 500
},
],
)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed
# => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.multi_create(
defaults={
'brick': LinkedDocsBrick,
'order': 600,
'zone': RIGHT
},
data=[
{
'model': Contact
},
{
'model': Organisation
},
],
)
if apps.is_installed('creme.activities'):
BrickHomeLocation.objects.create(
brick_id=bricks.NeglectedOrganisationsBrick.id_,
order=15,
)
def cells(self, not_hiddable_cell_keys=()):
model = self.model
for rtype in RelationType.objects.compatible(model,
include_internals=True):
yield EntityCellRelation(model=model, rtype=rtype)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_LINKED_2_ACTIVITY).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Activity = get_activity_model()
# ---------------------------
create_rtype = RelationType.create
create_rtype(
(constants.REL_SUB_LINKED_2_ACTIVITY,
_('related to the activity')),
(constants.REL_OBJ_LINKED_2_ACTIVITY, _('(activity) related to'),
[Activity]),
minimal_display=(True, False),
)
rt_obj_activity_subject = create_rtype(
(constants.REL_SUB_ACTIVITY_SUBJECT,
_('is subject of the activity'), [Contact, Organisation]),
(constants.REL_OBJ_ACTIVITY_SUBJECT,
_('(activity) has for subject'), [Activity]),
minimal_display=(True, False),
)[1]
rt_obj_part_2_activity = create_rtype(
(constants.REL_SUB_PART_2_ACTIVITY,
_('participates to the activity'), [Contact]),
(constants.REL_OBJ_PART_2_ACTIVITY,
_('(activity) has as participant'), [Activity]),
is_internal=True,
minimal_display=(True, False),
)[1]
# ---------------------------
create_if_needed(Status, {'pk': constants.STATUS_PLANNED},
name=pgettext('activities-status', 'Planned'),
description=pgettext('activities-status', 'Planned'),
is_custom=False)
create_if_needed(Status, {'pk': constants.STATUS_IN_PROGRESS},
name=pgettext('activities-status', 'In progress'),
description=pgettext('activities-status',
'In progress'),
is_custom=False)
create_if_needed(Status, {'pk': constants.STATUS_DONE},
name=pgettext('activities-status', 'Done'),
description=pgettext('activities-status', 'Done'),
is_custom=False)
create_if_needed(Status, {'pk': constants.STATUS_DELAYED},
name=pgettext('activities-status', 'Delayed'),
description=pgettext('activities-status', 'Delayed'),
is_custom=False)
create_if_needed(Status, {'pk': constants.STATUS_CANCELLED},
name=pgettext('activities-status', 'Cancelled'),
description=pgettext('activities-status',
'Cancelled'),
is_custom=False)
# ---------------------------
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_TASK},
name=_('Task'),
default_day_duration=0,
default_hour_duration="00:15:00",
is_custom=False)
meeting_type = \
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_MEETING}, name=_('Meeting'), default_day_duration=0, default_hour_duration="00:15:00", is_custom=False)
phone_call_type = \
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_PHONECALL}, name=_('Phone call'), default_day_duration=0, default_hour_duration="00:15:00", is_custom=False)
create_if_needed(ActivityType,
{'pk': constants.ACTIVITYTYPE_GATHERING},
name=_('Gathering'),
default_day_duration=0,
default_hour_duration="00:15:00",
is_custom=False)
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_SHOW},
name=_('Show'),
default_day_duration=1,
default_hour_duration="00:00:00",
is_custom=False)
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_DEMO},
name=_('Demonstration'),
default_day_duration=0,
default_hour_duration="01:00:00",
is_custom=False)
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_INDISPO},
name=_('Unavailability'),
default_day_duration=1,
default_hour_duration="00:00:00",
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_MEETING},
name=_('Meeting'),
type=meeting_type,
is_custom=False)
create_if_needed(
ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_QUALIFICATION},
name=_('Qualification'),
type=meeting_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_REVIVAL},
name=_('Revival'),
type=meeting_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_NETWORK},
name=_('Network'),
type=meeting_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_OTHER},
name=pgettext('activities-meeting', 'Other'),
type=meeting_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_PHONECALL_INCOMING},
name=_('Incoming'),
type=phone_call_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_PHONECALL_OUTGOING},
name=_('Outgoing'),
type=phone_call_type,
is_custom=False)
create_if_needed(
ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_PHONECALL_CONFERENCE},
name=_('Conference'),
type=phone_call_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_PHONECALL_FAILED},
name=_('Outgoing - Failed'),
type=phone_call_type,
is_custom=False)
# ---------------------------
HeaderFilter.create(
pk=constants.DEFAULT_HFILTER_ACTIVITY,
name=_('Activity view'),
model=Activity,
cells_desc=[
(EntityCellRegularField, {
'name': 'start'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'type'
}),
EntityCellRelation(model=Activity,
rtype=rt_obj_part_2_activity),
EntityCellRelation(model=Activity,
rtype=rt_obj_activity_subject),
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'end'
}),
],
)
# ---------------------------
create_efilter = EntityFilter.create
for pk, name, atype_id in (
(constants.EFILTER_MEETINGS, _('Meetings'),
constants.ACTIVITYTYPE_MEETING),
(constants.EFILTER_PHONECALLS, _('Phone calls'),
constants.ACTIVITYTYPE_PHONECALL),
(constants.EFILTER_TASKS, _('Tasks'), constants.ACTIVITYTYPE_TASK),
):
create_efilter(
pk,
name=name,
model=Activity,
is_custom=False,
user='******',
conditions=[
# EntityFilterCondition.build_4_field(
# model=Activity,
# operator=EntityFilterCondition.EQUALS,
# name='type',
# values=[atype_id],
# ),
condition_handler.RegularFieldConditionHandler.
build_condition(
model=Activity,
operator=operators.EqualsOperator,
field_name='type',
values=[atype_id],
),
],
)
create_efilter(
constants.EFILTER_PARTICIPATE,
name=_('In which I participate'),
model=Activity,
is_custom=False,
user='******',
conditions=[
# EntityFilterCondition.build_4_relation_subfilter(
# rtype=rt_obj_part_2_activity,
# subfilter=EntityFilter.get_latest_version(FILTER_CONTACT_ME)
# ),
condition_handler.RelationSubFilterConditionHandler.
build_condition(
model=Activity,
rtype=rt_obj_part_2_activity,
subfilter=EntityFilter.get_latest_version(
FILTER_CONTACT_ME),
),
],
)
# ---------------------------
SearchConfigItem.create_if_needed(
Activity, ['title', 'description', 'type__name'])
# ---------------------------
# for user in get_user_model().objects.all():
# Calendar.objects.get_default_calendar(user)
# TODO: remove this code in Creme 2.2 (it avoids install of creme which
# are upgraded to 2.1 to force using the command "activities_create_default_calendars")
cal_is_public = settings.ACTIVITIES_DEFAULT_CALENDAR_IS_PUBLIC
if cal_is_public is not None:
if isinstance(cal_is_public, bool):
users = get_user_model().objects.filter(
is_staff=False,
is_active=True,
calendar__is_default__isnull=True,
)
for user in users:
Calendar.objects.create_default_calendar(
user=user, is_public=cal_is_public)
else:
logger.error(
'ACTIVITIES_DEFAULT_CALENDAR_IS_PUBLIC is invalid '
'(not in {None, True, False}) ')
# ---------------------------
create_svalue = SettingValue.objects.get_or_create
create_svalue(key_id=setting_keys.review_key.id,
defaults={'value': True})
create_svalue(key_id=setting_keys.auto_subjects_key.id,
defaults={'value': True})
create_svalue(key_id=setting_keys.form_user_messages_key.id,
defaults={'value': False})
# ---------------------------
if not already_populated:
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.create_for_model_brick(
order=5, zone=LEFT, model=Activity)
create_bdl = BrickDetailviewLocation.objects.create_if_needed
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT,
model=Activity)
create_bdl(brick=bricks.RelatedCalendarBrick,
order=90,
zone=LEFT,
model=Activity)
create_bdl(brick=bricks.ParticipantsBrick,
order=100,
zone=LEFT,
model=Activity)
create_bdl(brick=bricks.SubjectsBrick,
order=120,
zone=LEFT,
model=Activity)
create_bdl(brick=core_bricks.PropertiesBrick,
order=450,
zone=LEFT,
model=Activity)
create_bdl(brick=core_bricks.RelationsBrick,
order=500,
zone=LEFT,
model=Activity)
create_bdl(brick=core_bricks.HistoryBrick,
order=20,
zone=RIGHT,
model=Activity)
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
create_bdl(brick=a_bricks.TodosBrick,
order=100,
zone=RIGHT,
model=Activity)
create_bdl(brick=a_bricks.MemosBrick,
order=200,
zone=RIGHT,
model=Activity)
create_bdl(brick=a_bricks.AlertsBrick,
order=300,
zone=RIGHT,
model=Activity)
create_bdl(brick=a_bricks.UserMessagesBrick,
order=400,
zone=RIGHT,
model=Activity)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
create_bdl(brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Activity)
future_id = bricks.FutureActivitiesBrick.id_
past_id = bricks.PastActivitiesBrick.id_
create_bdl(brick=future_id, order=20, zone=RIGHT, model=Contact)
create_bdl(brick=past_id, order=21, zone=RIGHT, model=Contact)
create_bdl(brick=future_id,
order=20,
zone=RIGHT,
model=Organisation)
create_bdl(brick=past_id, order=21, zone=RIGHT, model=Organisation)
BrickHomeLocation.objects.create(brick_id=future_id, order=20)
BrickHomeLocation.objects.create(brick_id=past_id, order=21)
# ---------------------------
create_button = ButtonMenuItem.create_if_needed
create_button('activities-add_activity_button',
model=None,
button=buttons.AddRelatedActivityButton,
order=10)
create_button('activities-add_meeting_button',
model=None,
button=buttons.AddMeetingButton,
order=11)
create_button('activities-add_phonecall_button',
model=None,
button=buttons.AddPhoneCallButton,
order=12)
def test_create02(self):
user = self.login()
lv_url = FakeContact.get_lv_absolute_url()
# Create a view to post the entity filter
HeaderFilter.create(
pk='creme_core-tests_views_header_filter_test_create02',
name='A FakeContact view', # Starts with "A" => first
model=FakeContact,
cells_desc=[
(EntityCellRegularField, {
'name': 'last_name'
}),
(EntityCellRegularField, {
'name': 'first_name'
}),
(EntityCellRegularField, {
'name': 'email'
}),
],
)
# Set a filter in the session (should be kept)
efilter = EntityFilter.create(
'creme_core-tests_views_header_filter_test_create02',
name='Misato',
model=FakeContact,
is_custom=True,
conditions=[
# EntityFilterCondition.build_4_field(
# model=FakeContact,
# operator=EntityFilterCondition.EQUALS,
# name='first_name', values=['Misato'],
# ),
RegularFieldConditionHandler.build_condition(
model=FakeContact,
field_name='first_name',
operator=EQUALS,
values=['Misato'],
),
],
)
response = self.assertPOST200(lv_url, data={'filter': efilter.id})
self.assertEqual(efilter.id,
response.context['list_view_state'].entity_filter_id)
# --
ct = self.contact_ct
loves = RelationType.create(('test-subject_love', 'Is loving'),
('test-object_love', 'Is loved by'))[0]
customfield = CustomField.objects.create(
name='Size (cm)',
field_type=CustomField.INT,
content_type=ct,
)
# funcfield = FakeContact.function_fields.get('get_pretty_properties')
funcfield = function_field_registry.get(FakeContact,
'get_pretty_properties')
url = self._build_add_url(ct)
response = self.assertGET200(url)
with self.assertNoException():
cells_f = response.context['form'].fields['cells']
build_4_field = partial(EntityCellRegularField.build,
model=FakeContact)
self.assertCellsEqual([
build_4_field(name='first_name'),
build_4_field(name='last_name'),
EntityCellRelation(
model=FakeContact,
rtype=RelationType.objects.get(pk=FAKE_REL_SUB_EMPLOYED_BY),
),
], cells_f.initial)
field_name = 'first_name'
name = 'DefaultHeaderFilter'
response = self.client.post(url,
follow=True,
data={
'name':
name,
'user':
user.id,
'is_private':
'on',
'cells':
'relation-{rtype},'
'regular_field-{rfield},'
'function_field-{ffield},'
'custom_field-{cfield}'.format(
rfield=field_name,
cfield=customfield.id,
rtype=loves.id,
ffield=funcfield.name,
)
})
self.assertNoFormError(response)
hfilter = self.get_object_or_fail(HeaderFilter, name=name)
self.assertEqual(user, hfilter.user)
self.assertTrue(hfilter.is_private)
cells = hfilter.cells
self.assertEqual(4, len(cells))
cell = cells[0]
self.assertIsInstance(cell, EntityCellRelation)
self.assertEqual(loves.id, cell.value)
cell = cells[1]
self.assertIsInstance(cell, EntityCellRegularField)
self.assertEqual(field_name, cell.value)
cell = cells[2]
self.assertIsInstance(cell, EntityCellFunctionField)
self.assertEqual(funcfield.name, cell.value)
cell = cells[3]
self.assertIsInstance(cell, EntityCellCustomField)
self.assertEqual(str(customfield.id), cell.value)
self.assertRedirects(response, lv_url)
# --
context = self.assertGET200(lv_url).context
selected_hfilter = context['header_filters'].selected
self.assertIsInstance(selected_hfilter, HeaderFilter)
self.assertEqual(hfilter.id, selected_hfilter.id)
lvs = context['list_view_state']
self.assertEqual(hfilter.id, lvs.header_filter_id)
self.assertEqual(efilter.id, lvs.entity_filter_id)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_TARGETS).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Product = products.get_product_model()
Service = products.get_service_model()
# ---------------------------
create_rtype = RelationType.create
rt_sub_targets = create_rtype(
(constants.REL_SUB_TARGETS, _('targets the organisation/contact'),
[Opportunity]),
(constants.REL_OBJ_TARGETS, _('targeted by the opportunity'),
[Organisation, Contact]),
is_internal=True,
minimal_display=(True, True),
)[0]
rt_obj_emit_orga = create_rtype(
(constants.REL_SUB_EMIT_ORGA, _('has generated the opportunity'),
[Organisation]),
(constants.REL_OBJ_EMIT_ORGA, _('has been generated by'),
[Opportunity]),
is_internal=True,
minimal_display=(True, True),
)[1]
create_rtype((constants.REL_SUB_LINKED_PRODUCT,
_('is linked to the opportunity'), [Product]),
(constants.REL_OBJ_LINKED_PRODUCT,
_('concerns the product'), [Opportunity]))
create_rtype((constants.REL_SUB_LINKED_SERVICE,
_('is linked to the opportunity'), [Service]),
(constants.REL_OBJ_LINKED_SERVICE,
_('concerns the service'), [Opportunity]))
create_rtype(
(constants.REL_SUB_LINKED_CONTACT,
_('involves in the opportunity'), [Contact]),
(constants.REL_OBJ_LINKED_CONTACT, _('stages'), [Opportunity]))
create_rtype((constants.REL_SUB_RESPONSIBLE, _('is responsible for'),
[Contact]),
(constants.REL_OBJ_RESPONSIBLE,
_('has as responsible contact'), [Opportunity]))
if apps.is_installed('creme.activities'):
logger.info(
'Activities app is installed => an Opportunity can be the subject of an Activity'
)
from creme.activities.constants import REL_SUB_ACTIVITY_SUBJECT
RelationType.objects.get(
pk=REL_SUB_ACTIVITY_SUBJECT).add_subject_ctypes(Opportunity)
if apps.is_installed('creme.billing'):
logger.info(
'Billing app is installed => we create relationships between Opportunities & billing models'
)
from creme.billing import get_invoice_model, get_quote_model, get_sales_order_model
Invoice = get_invoice_model()
Quote = get_quote_model()
SalesOrder = get_sales_order_model()
create_rtype(
(constants.REL_SUB_LINKED_SALESORDER,
_('is associate with the opportunity'), [SalesOrder]),
(constants.REL_OBJ_LINKED_SALESORDER,
_('has generated the salesorder'), [Opportunity]))
create_rtype((constants.REL_SUB_LINKED_INVOICE,
_('generated for the opportunity'), [Invoice]),
(constants.REL_OBJ_LINKED_INVOICE,
_('has resulted in the invoice'), [Opportunity]))
create_rtype((constants.REL_SUB_LINKED_QUOTE,
_('generated for the opportunity'), [Quote]),
(constants.REL_OBJ_LINKED_QUOTE,
_('has resulted in the quote'), [Opportunity]))
create_rtype(
(constants.REL_SUB_CURRENT_DOC,
_('is the current accounting document of'),
[SalesOrder, Invoice, Quote]),
(constants.REL_OBJ_CURRENT_DOC,
_('has as current accounting document'), [Opportunity]))
# ---------------------------
create_sv = SettingValue.objects.get_or_create
create_sv(key_id=setting_keys.quote_key.id, defaults={'value': False})
create_sv(key_id=setting_keys.target_constraint_key.id,
defaults={'value': True})
create_sv(key_id=setting_keys.emitter_constraint_key.id,
defaults={'value': True})
# ---------------------------
create_efilter = partial(EntityFilter.create,
model=Opportunity,
user='******')
# create_cond = partial(EntityFilterCondition.build_4_field, model=Opportunity)
build_cond = partial(
condition_handler.RegularFieldConditionHandler.build_condition,
model=Opportunity,
)
create_efilter(
'opportunities-opportunities_won',
name=_('Opportunities won'),
conditions=[
# create_cond(operator=EntityFilterCondition.EQUALS,
# name='sales_phase__won',
# values=[True],
# ),
build_cond(
operator=operators.EqualsOperator,
field_name='sales_phase__won',
values=[True],
),
],
)
create_efilter(
'opportunities-opportunities_lost',
name=_('Opportunities lost'),
conditions=[
# create_cond(operator=EntityFilterCondition.EQUALS,
# name='sales_phase__lost',
# values=[True],
# ),
build_cond(
operator=operators.EqualsOperator,
field_name='sales_phase__lost',
values=[True],
),
],
)
create_efilter(
'opportunities-neither_won_nor_lost_opportunities',
name=_('Neither won nor lost opportunities'),
conditions=[
# create_cond(operator=EntityFilterCondition.EQUALS_NOT,
# name='sales_phase__won',
# values=[True],
# ),
build_cond(
operator=operators.EqualsNotOperator,
field_name='sales_phase__won',
values=[True],
),
# create_cond(operator=EntityFilterCondition.EQUALS_NOT,
# name='sales_phase__lost',
# values=[True],
# ),
build_cond(
operator=operators.EqualsNotOperator,
field_name='sales_phase__lost',
values=[True],
),
],
)
# ---------------------------
HeaderFilter.create(
pk=constants.DEFAULT_HFILTER_OPPORTUNITY,
model=Opportunity,
name=_('Opportunity view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
EntityCellRelation(model=Opportunity, rtype=rt_sub_targets),
(EntityCellRegularField, {
'name': 'sales_phase'
}),
(EntityCellRegularField, {
'name': 'estimated_sales'
}),
(EntityCellRegularField, {
'name': 'made_sales'
}),
(EntityCellRegularField, {
'name': 'closing_date'
}),
],
)
# ---------------------------
SearchConfigItem.create_if_needed(
Opportunity,
['name', 'made_sales', 'sales_phase__name', 'origin__name'])
# ---------------------------
if not already_populated:
create_sphase = SalesPhase.objects.create
create_sphase(name=_('Forthcoming'), order=1)
create_sphase(name=pgettext('opportunities-sales_phase',
'Abandoned'),
order=4)
create_sphase(name=pgettext('opportunities-sales_phase', 'Won'),
order=5,
won=True)
create_sphase(name=pgettext('opportunities-sales_phase', 'Lost'),
order=6,
lost=True)
create_sphase(name=_('Under negotiation'), order=3)
create_sphase(name=_('In progress'), order=2)
# ---------------------------
create_origin = Origin.objects.create
create_origin(name=pgettext('opportunities-origin', 'None'))
create_origin(name=_('Web site'))
create_origin(name=_('Mouth'))
create_origin(name=_('Show'))
create_origin(name=_('Direct email'))
create_origin(name=_('Direct phone call'))
create_origin(name=_('Employee'))
create_origin(name=_('Partner'))
create_origin(name=pgettext('opportunities-origin', 'Other'))
# ---------------------------
create_button = ButtonMenuItem.create_if_needed
create_button(pk='opportunities-linked_opp_button',
model=Organisation,
button=LinkedOpportunityButton,
order=30) # TODO: This pk is kept for compatibility
create_button(pk='opportunities-linked_opp_button_contact',
model=Contact,
button=LinkedOpportunityButton,
order=30)
# ---------------------------
create_bdl = partial(
BrickDetailviewLocation.objects.create_if_needed,
model=Opportunity)
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
build_cell = EntityCellRegularField.build
cbci = CustomBrickConfigItem.objects.create(
id='opportunities-complementary',
name=_('Opportunity complementary information'),
content_type=Opportunity,
cells=[
build_cell(Opportunity, 'reference'),
build_cell(Opportunity, 'currency'),
build_cell(Opportunity, 'chance_to_win'),
build_cell(Opportunity, 'expected_closing_date'),
build_cell(Opportunity, 'closing_date'),
build_cell(Opportunity, 'origin'),
build_cell(Opportunity, 'first_action_date'),
build_cell(Opportunity, 'description'),
],
)
create_bdl(brick=bricks.OpportunityCardHatBrick,
order=1,
zone=BrickDetailviewLocation.HAT)
create_bdl(brick=cbci.generate_id(), order=5, zone=LEFT)
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT)
create_bdl(brick=bricks.BusinessManagersBrick, order=60, zone=LEFT)
create_bdl(brick=bricks.LinkedContactsBrick, order=62, zone=LEFT)
create_bdl(brick=bricks.LinkedProductsBrick, order=64, zone=LEFT)
create_bdl(brick=bricks.LinkedServicesBrick, order=66, zone=LEFT)
create_bdl(brick=core_bricks.PropertiesBrick, order=450, zone=LEFT)
create_bdl(brick=core_bricks.RelationsBrick, order=500, zone=LEFT)
create_bdl(brick=bricks.OppTargetBrick, order=1, zone=RIGHT)
create_bdl(brick=bricks.OppTotalBrick, order=2, zone=RIGHT)
create_bdl(brick=core_bricks.HistoryBrick, order=20, zone=RIGHT)
if apps.is_installed('creme.activities'):
logger.info(
'Activities app is installed => we use the "Future activities" & "Past activities" blocks'
)
from creme.activities import bricks as act_bricks
create_bdl(brick=act_bricks.FutureActivitiesBrick,
order=20,
zone=RIGHT)
create_bdl(brick=act_bricks.PastActivitiesBrick,
order=21,
zone=RIGHT)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed => we use the assistants blocks on detail views and portal'
)
from creme.assistants import bricks as assistants_bricks
create_bdl(brick=assistants_bricks.TodosBrick,
order=100,
zone=RIGHT)
create_bdl(brick=assistants_bricks.MemosBrick,
order=200,
zone=RIGHT)
create_bdl(brick=assistants_bricks.AlertsBrick,
order=300,
zone=RIGHT)
create_bdl(brick=assistants_bricks.UserMessagesBrick,
order=500,
zone=RIGHT)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed => we use the documents block on detail view')
from creme.documents.bricks import LinkedDocsBrick
create_bdl(brick=LinkedDocsBrick, order=600, zone=RIGHT)
if apps.is_installed('creme.billing'):
logger.info(
'Billing app is installed => we use the billing blocks on detail view'
)
create_bdl(brick=bricks.QuotesBrick, order=70, zone=LEFT)
create_bdl(brick=bricks.SalesOrdersBrick, order=72, zone=LEFT)
create_bdl(brick=bricks.InvoicesBrick, order=74, zone=LEFT)
if apps.is_installed('creme.emails'):
logger.info(
'Emails app is installed => we use the emails blocks on detail view'
)
from creme.emails.bricks import MailsHistoryBrick
create_bdl(brick=MailsHistoryBrick, order=600, zone=RIGHT)
create_bdl(brick=bricks.TargettingOpportunitiesBrick,
order=16,
zone=RIGHT,
model=Organisation)
# ---------------------------
if apps.is_installed('creme.reports'):
logger.info(
'Reports app is installed => we create an Opportunity report, with 2 graphs, and related blocks'
)
self.create_report_n_graphes(rt_obj_emit_orga)