def best_buy_table_callback(request, context=None):
if context is None:
context = {}
if request.method == 'POST':
form = BestBuyCallbackForm(request.POST)
if form.is_valid():
create_profile_output = create_stage_one_profile(
request=request,
email=form.cleaned_data['email'],
source='best_buy_call_back',
send_activation=False,
login_user=False)
user, user_created, record_stats = create_profile_output
record_referral_signup(request=request,
user=user,
user_created=user_created,
action='best_buy_call_back')
AdviserQueue.add_to_queue(
email=form.cleaned_data['email'],
first_name=form.cleaned_data['name'],
last_name='.',
lead_source='Best Buy Call Back',
telephone_number=form.cleaned_data['phone'])
return render(request,
'products/topaccounts/callback/success.html',
context)
context['form'] = form
return render(request, 'products/topaccounts/callback/form.html',
context)
return render(request, 'products/topaccounts/callback/failure.html',
context)
def adviser_client_dashboard(request, client_id, context=None):
if context is None:
context = {}
if AdviserQueue.objects.filter(pk=client_id, adviser=request.user).exists():
adviser_queue = AdviserQueue.objects.get(pk=client_id, adviser=request.user)
try:
user = User.objects.get(email=adviser_queue.email)
user_created = False
except User.DoesNotExist:
create_profile_output = create_stage_one_profile(request, adviser_queue.email, source='Concierge Signup',
send_activation=False, login_user=False)
if isinstance(create_profile_output, tuple):
user, user_created, record_stats = create_profile_output
else:
return create_profile_output
record_referral_signup(request=request, user=user, user_created=user_created, action='signup')
context['concierge_user'], _ = ConciergeUserOption.objects.get_or_create(user=user)
context['user_options_form'] = ConciergeUserOptionForm(instance=context['concierge_user'])
context['user_notes_form'] = ConciergeUserNotesForm(initial={'user': user})
context['user_notes'] = ConciergeUserNotes.objects.filter(user=user)
concierge_lead_capture, _ = ConciergeLeadCapture.objects.get_or_create(user=user, named_user=True)
context['lead_capture_first'] = ConciergeLeadCaptureForm(prefix='first_client', instance=concierge_lead_capture)
concierge_lead_capture, _ = ConciergeLeadCapture.objects.get_or_create(user=user, named_user=False)
context['lead_capture_second'] = ConciergeLeadCaptureForm(prefix='second_client', instance=concierge_lead_capture)
record_referral_signup(request=request, user=user, user_created=user_created, action='concierge_enquiry')
return render(request, 'concierge/adviser/client_dashboard.html', context)
return HttpResponse(status=403)
def adviser_signed_client_ajax(request, enquiry_id):
if request.method == 'POST':
if AdviserQueue.objects.filter(adviser=request.user,
pk=enquiry_id).exists():
adviser_queue = AdviserQueue.objects.get(pk=enquiry_id)
form = SignedForm(request.POST, instance=adviser_queue)
if form.is_valid():
form.save()
adviser_queue.status = 9
adviser_queue.add_note(
'Client signed up with £%d, fee was charged as £%d' %
(form.cleaned_data['portfolio_value'],
form.cleaned_data['fee']))
adviser_queue.save()
try:
user = User.objects.get(email=adviser_queue.email)
except User.DoesNotExist:
user, _, record_stats = create_stage_one_profile(
request,
adviser_queue.email,
'manual_add_concierge',
send_activation=False,
login_user=False)
record_referral_signup(request, user, True, 'concierge_client')
return HttpResponse(status=204)
else:
assert False, form.errors
return HttpResponse(status=409, content='{"status":"doesn\'t exist"}')
return HttpResponse(status=409, content='{"status":"not post"}')
def bj_signup(request):
form_1 = BJForm(prefix="bj_form1")
form_2 = BJForm(prefix="bj_form2")
if request.method == "POST":
form_1 = BJForm(request.POST, prefix="bj_form1")
form_2 = BJForm(request.POST, prefix="bj_form2")
if form_1.is_valid() or form_2.is_valid():
if form_1.is_valid():
form = form_1
else:
form = form_2
form.save()
if 'referer' in request.session:
referer = Referrer.objects.get(pk=request.session['referer']).name
else:
referer = '(Direct)'
analytics.delay('event', 'Beckford James', 'Signup', referer)
user, user_created, record_stats = create_stage_one_profile(request=request, email=form.cleaned_data.get('email'),
source='beckford_james_signup', send_activation=False,
login_user=False)
from common.tasks import update_subscription_on_email_service
update_subscription_on_email_service.delay(user.email, interest_group=u'Beckford James Referral')
name = form.cleaned_data.get('name')
email = form.cleaned_data.get('email')
telephone = form.cleaned_data.get('telephone')
postcode = form.cleaned_data.get('postcode')
text_email = get_template('ifa/bj_signup_email.txt')
client_details = {'name': name, 'email': email, 'telephone': telephone, 'postcode': postcode}
c = Context(client_details)
text_content = text_email.render(c)
subject, from_email = "New Beckford James Enquiry", "*****@*****.**"
msg = EmailMultiAlternatives(subject, text_content, from_email,
["*****@*****.**", '*****@*****.**'])
msg.send()
AdviserQueue.add_to_queue(client_details['email'],
client_details['name'],
u'.',
u'IFA (Beckford James) Signup',
telephone_number=client_details['telephone'])
record_referral_signup(request, user, user_created, 'bj_referral')
return redirect(reverse('bj_thankyou'))
else:
messages.error(request, 'Your input contained errors, or you have already enquired about Beckford James')
return render(request, 'ifa/bj_signup.html', {
'bj_form': form_1,
'bj_form2': form_2
})
def savings_healthcheck_portfolio_add_product(
request,
template_file="products/healthcheck/success/newproduct.html",
context=None):
if context is None:
context = {}
form = AddProductsForm()
if request.method == "POST":
form = AddProductsForm(request.POST)
if form.is_valid():
user = request.user
product = Product.objects.get(pk=form.cleaned_data.get('product'))
portfolio = ProductPortfolio()
portfolio.user = user
portfolio.account_type = BestBuy.objects.get(
id=product.bestbuy_type.all()[0].id)
portfolio.balance = form.cleaned_data.get('balance')
portfolio.master_product = product.master_product
portfolio.provider = product.provider
# When making I found some bonus terms can be entered as '' as well as None
#hence the ugly if statement to ensure it is an int
#as it only gets evaluated on portfolio.save() which by then a typeerror try/except is too late as it could be any field
if isinstance(product.bonus_term, int) or isinstance(
product.bonus_term, float):
portfolio.bonus_term = product.bonus_term
else:
portfolio.bonus_term = None
portfolio.notice = product.notice
opening_date = form.cleaned_data.get('opening_date')
if opening_date:
portfolio.opening_date = opening_date
portfolio.is_synched = False
portfolio.save()
context['p'] = portfolio
record_referral_signup(request=request,
user=user,
user_created=False,
action='rate_tracker_used',
third_party=False)
if request.is_ajax():
return render(request, template_file, context)
context['form'] = form
context['error'] = True
template_file = 'products/healthcheck/addproductsform.html'
return render(request, template_file, context)
def adviser_client_dashboard(request, client_id, context=None):
if context is None:
context = {}
if AdviserQueue.objects.filter(pk=client_id,
adviser=request.user).exists():
adviser_queue = AdviserQueue.objects.get(pk=client_id,
adviser=request.user)
try:
user = User.objects.get(email=adviser_queue.email)
user_created = False
except User.DoesNotExist:
create_profile_output = create_stage_one_profile(
request,
adviser_queue.email,
source='Concierge Signup',
send_activation=False,
login_user=False)
if isinstance(create_profile_output, tuple):
user, user_created, record_stats = create_profile_output
else:
return create_profile_output
record_referral_signup(request=request,
user=user,
user_created=user_created,
action='signup')
context[
'concierge_user'], _ = ConciergeUserOption.objects.get_or_create(
user=user)
context['user_options_form'] = ConciergeUserOptionForm(
instance=context['concierge_user'])
context['user_notes_form'] = ConciergeUserNotesForm(
initial={'user': user})
context['user_notes'] = ConciergeUserNotes.objects.filter(user=user)
concierge_lead_capture, _ = ConciergeLeadCapture.objects.get_or_create(
user=user, named_user=True)
context['lead_capture_first'] = ConciergeLeadCaptureForm(
prefix='first_client', instance=concierge_lead_capture)
concierge_lead_capture, _ = ConciergeLeadCapture.objects.get_or_create(
user=user, named_user=False)
context['lead_capture_second'] = ConciergeLeadCaptureForm(
prefix='second_client', instance=concierge_lead_capture)
record_referral_signup(request=request,
user=user,
user_created=user_created,
action='concierge_enquiry')
return render(request, 'concierge/adviser/client_dashboard.html',
context)
return HttpResponse(status=403)
def reccuring_business_bestbuy_emails(request):
context = {'weekly_form': WeeklyBusinessRateAlertsForm()}
if request.method == 'POST':
form = WeeklyBusinessRateAlertsForm(request.POST)
if form.is_valid():
best_buy_table_emails = form.save()
if 'referer' in request.session:
referer = Referrer.objects.get(pk=request.session['referer']).name
else:
referer = '(Direct)'
analytics.delay('event', 'Recurring Business Best Buy Emails', 'Signup', referer)
create_profile_output = create_stage_one_profile(request=request, email=best_buy_table_emails.email,
source='recurring_business_best_buy_emails',
send_activation=False, login_user=False)
if isinstance(create_profile_output, tuple):
user, user_created, record_stats = create_profile_output
else:
return create_profile_output
record_referral_signup(request=request, user=user, user_created=user_created, action='signup')
context['weekly_signed_up'] = True
if best_buy_table_emails.frequency == 1:
update_subscription_on_email_service.delay(best_buy_table_emails.email, interest_group=u'Daily Business Best Buy Tables')
record_referral_signup(request=request, user=user, user_created=user_created,
action='recurring_business_daily_best_buys')
if best_buy_table_emails.frequency == 2:
update_subscription_on_email_service.delay(best_buy_table_emails.email, interest_group=u'Weekly Business Best Buy Tables')
record_referral_signup(request=request, user=user, user_created=user_created,
action='recurring_business_weekly_best_buys')
if best_buy_table_emails.frequency == 3:
update_subscription_on_email_service.delay(best_buy_table_emails.email, interest_group=u'Monthly Business Best Buy Tables')
record_referral_signup(request=request, user=user, user_created=user_created,
action='recurring_business_monthly_best_buys')
return render(request, 'products/topaccounts/business_reccuring_emails.html', context)
def reccuring_business_bestbuy_emails(request):
context = {'weekly_form': WeeklyBusinessRateAlertsForm()}
if request.method == 'POST':
form = WeeklyBusinessRateAlertsForm(request.POST)
if form.is_valid():
best_buy_table_emails = form.save()
if 'referer' in request.session:
referer = Referrer.objects.get(
pk=request.session['referer']).name
else:
referer = '(Direct)'
analytics.delay('event', 'Recurring Business Best Buy Emails',
'Signup', referer)
create_profile_output = create_stage_one_profile(
request=request,
email=best_buy_table_emails.email,
source='recurring_business_best_buy_emails',
send_activation=False,
login_user=False)
if isinstance(create_profile_output, tuple):
user, user_created, record_stats = create_profile_output
else:
return create_profile_output
record_referral_signup(request=request,
user=user,
user_created=user_created,
action='signup')
context['weekly_signed_up'] = True
if best_buy_table_emails.frequency == 1:
update_subscription_on_email_service.delay(
best_buy_table_emails.email,
interest_group=u'Daily Business Best Buy Tables')
record_referral_signup(
request=request,
user=user,
user_created=user_created,
action='recurring_business_daily_best_buys')
if best_buy_table_emails.frequency == 2:
update_subscription_on_email_service.delay(
best_buy_table_emails.email,
interest_group=u'Weekly Business Best Buy Tables')
record_referral_signup(
request=request,
user=user,
user_created=user_created,
action='recurring_business_weekly_best_buys')
if best_buy_table_emails.frequency == 3:
update_subscription_on_email_service.delay(
best_buy_table_emails.email,
interest_group=u'Monthly Business Best Buy Tables')
record_referral_signup(
request=request,
user=user,
user_created=user_created,
action='recurring_business_monthly_best_buys')
return render(request,
'products/topaccounts/business_reccuring_emails.html',
context)
def personal_top_accounts(request, bestbuy_slug, term=None):
context = RequestContext(request)
# required for the sidebar
bestbuys = BestBuy.objects.filter(has_table=True, client_type='p')
context['bestbuys'] = bestbuys
context['bestbuyselected'] = True
bestbuy = BestBuy.objects.get(slug=bestbuy_slug, client_type='p')
context['bestbuy'] = bestbuy
products = bestbuy.get_personal_products(term=term)
fixed_rate_bond_products = defaultdict(list)
for product in products:
product_term = product.link_to_products.get(bestbuy=bestbuy, product=product, date_replaced=None).term
fixed_rate_bond_products[product_term].append(product)
context['terms'] = fixed_rate_bond_products.keys()
context['products'] = fixed_rate_bond_products
context['emailform'] = EmailInstructionsForm()
context['weekly_form'] = WeeklyRateAlertsForm()
if request.method == 'POST':
form = WeeklyRateAlertsForm(request.POST)
if form.is_valid():
best_buy_table_emails = form.save()
if 'referer' in request.session:
referer = Referrer.objects.get(pk=request.session['referer']).name
else:
referer = '(Direct)'
analytics.delay('event', 'Reccuring Best Buy Emails', 'Signup', referer)
create_profile_output = create_stage_one_profile(request=request, email=best_buy_table_emails.email,
source='recurring_best_buy_emails', send_activation=False,
login_user=False)
if isinstance(create_profile_output, tuple):
user, user_created, record_stats = create_profile_output
else:
return create_profile_output
record_referral_signup(request=request, user=user, user_created=user_created,
action='signup')
context['weekly_signed_up'] = True
from common.tasks import update_subscription_on_email_service
if best_buy_table_emails.frequency == 1:
update_subscription_on_email_service.delay(best_buy_table_emails.email, interest_group=u'Daily Best Buy Tables')
record_referral_signup(request=request, user=user, user_created=user_created,
action='recurring_daily_best_buys')
if best_buy_table_emails.frequency == 2:
update_subscription_on_email_service.delay(best_buy_table_emails.email, interest_group=u'Weekly Best Buy Tables')
record_referral_signup(request=request, user=user, user_created=user_created,
action='recurring_weekly_best_buys')
if best_buy_table_emails.frequency == 3:
update_subscription_on_email_service.delay(best_buy_table_emails.email, interest_group=u'Monthly Best Buy Tables')
record_referral_signup(request=request, user=user, user_created=user_created,
action='recurring_monthly_best_buys')
return render_to_response('products/topaccounts/table.html',
context_instance=context)
def savings_healthcheck_portfolio_add_product(request, template_file="products/healthcheck/success/newproduct.html", context=None):
if context is None:
context = {}
form = AddProductsForm()
if request.method == "POST":
form = AddProductsForm(request.POST)
if form.is_valid():
user = request.user
product = Product.objects.get(pk=form.cleaned_data.get('product'))
portfolio = ProductPortfolio()
portfolio.user = user
portfolio.account_type = BestBuy.objects.get(id=product.bestbuy_type.all()[0].id)
portfolio.balance = form.cleaned_data.get('balance')
portfolio.master_product = product.master_product
portfolio.provider = product.provider
# When making I found some bonus terms can be entered as '' as well as None
#hence the ugly if statement to ensure it is an int
#as it only gets evaluated on portfolio.save() which by then a typeerror try/except is too late as it could be any field
if isinstance(product.bonus_term, int) or isinstance(product.bonus_term, float):
portfolio.bonus_term = product.bonus_term
else:
portfolio.bonus_term = None
portfolio.notice = product.notice
opening_date = form.cleaned_data.get('opening_date')
if opening_date:
portfolio.opening_date = opening_date
portfolio.is_synched = False
portfolio.save()
context['p'] = portfolio
record_referral_signup(request=request, user=user, user_created=False, action='rate_tracker_used',
third_party=False)
if request.is_ajax():
return render(request, template_file, context)
context['form'] = form
context['error'] = True
template_file = 'products/healthcheck/addproductsform.html'
return render(request, template_file, context)
def savings_healthcheck_portfolio_add_fixed_product(
request,
template_file="products/healthcheck/success/newproduct.html",
context=None):
if context is None:
context = {}
form = AddFixedProductForm()
if request.method == "POST":
form = AddFixedProductForm(request.POST)
if form.is_valid():
user = request.user
reminder = RatetrackerReminder()
reminder.user = user
reminder.provider = form.cleaned_data.get('fixed_provider')
account_type = BestBuy.objects.get(
id=form.cleaned_data.get('account_type'))
reminder.account_type = account_type
reminder.balance = form.cleaned_data.get('balance')
reminder.rate = form.cleaned_data.get('rate')
reminder.maturity_date = form.cleaned_data.get('maturity_date')
reminder.is_synched = False
reminder.save()
context['p'] = reminder
record_referral_signup(request=request,
user=user,
user_created=False,
action='rate_tracker_used',
third_party=False)
if request.is_ajax():
return render(request, template_file, context)
else:
messages.error(request, 'Your Savings Product was invalid.')
context['fixed_product_form'] = form
context['error'] = True
template_file = 'products/healthcheck/addfixedproductsform.html'
return render(request, template_file, context)
def adviser_signed_client_ajax(request, enquiry_id):
if request.method == 'POST':
if AdviserQueue.objects.filter(adviser=request.user, pk=enquiry_id).exists():
adviser_queue = AdviserQueue.objects.get(pk=enquiry_id)
form = SignedForm(request.POST, instance=adviser_queue)
if form.is_valid():
form.save()
adviser_queue.status = 9
adviser_queue.add_note('Client signed up with £%d, fee was charged as £%d' % (form.cleaned_data['portfolio_value'], form.cleaned_data['fee']))
adviser_queue.save()
try:
user = User.objects.get(email=adviser_queue.email)
except User.DoesNotExist:
user, _, record_stats = create_stage_one_profile(request, adviser_queue.email, 'manual_add_concierge',
send_activation=False, login_user=False)
record_referral_signup(request, user, True, 'concierge_client')
return HttpResponse(status=204)
else:
assert False, form.errors
return HttpResponse(status=409, content='{"status":"doesn\'t exist"}')
return HttpResponse(status=409, content='{"status":"not post"}')
def best_buy_table_callback(request, context=None):
if context is None:
context = {}
if request.method == 'POST':
form = BestBuyCallbackForm(request.POST)
if form.is_valid():
create_profile_output = create_stage_one_profile(request=request, email=form.cleaned_data['email'],
source='best_buy_call_back', send_activation=False,
login_user=False)
user, user_created, record_stats = create_profile_output
record_referral_signup(request=request, user=user, user_created=user_created,
action='best_buy_call_back')
AdviserQueue.add_to_queue(email=form.cleaned_data['email'],
first_name=form.cleaned_data['name'],
last_name='.',
lead_source='Best Buy Call Back',
telephone_number=form.cleaned_data['phone'])
return render(request, 'products/topaccounts/callback/success.html', context)
context['form'] = form
return render(request, 'products/topaccounts/callback/form.html', context)
return render(request, 'products/topaccounts/callback/failure.html', context)
def savings_healthcheck_portfolio_add_fixed_product(request,
template_file="products/healthcheck/success/newproduct.html", context=None):
if context is None:
context = {}
form = AddFixedProductForm()
if request.method == "POST":
form = AddFixedProductForm(request.POST)
if form.is_valid():
user = request.user
reminder = RatetrackerReminder()
reminder.user = user
reminder.provider = form.cleaned_data.get('fixed_provider')
account_type = BestBuy.objects.get(id=form.cleaned_data.get('account_type'))
reminder.account_type = account_type
reminder.balance = form.cleaned_data.get('balance')
reminder.rate = form.cleaned_data.get('rate')
reminder.maturity_date = form.cleaned_data.get('maturity_date')
reminder.is_synched = False
reminder.save()
context['p'] = reminder
record_referral_signup(request=request, user=user, user_created=False, action='rate_tracker_used',
third_party=False)
if request.is_ajax():
return render(request, template_file, context)
else:
messages.error(request, 'Your Savings Product was invalid.')
context['fixed_product_form'] = form
context['error'] = True
template_file = 'products/healthcheck/addfixedproductsform.html'
return render(request, template_file, context)
def post(self, request, format=None):
data = request.data
thb_reminder = None
source = data.get('source', None)
user, user_created = create_stage_one_profile(request=request, email=data['email'],
source='thb_tool', send_activation=False,
login_user=False)
record_referral_signup(request=request, user=user, user_created=user_created, action='signup')
if data['remind_me']:
# Client asked to be reminded of the FSCS change to £75,000
update_subscription_on_email_service.delay(data['email'], interest_group=u'FSCS Protection Drop Reminder')
record_referral_signup(request=request, user=user, user_created=user_created, action='thb_remind_me_fscs')
if data['set_reminder'] == 'true':
deposit_date = datetime.date(year=int(data['deposit_year']),
month=int(data['deposit_month']),
day=int(data['deposit_day']))
thb_reminder = THBToolReminder.add_reminder(
name=data['name'],
email=data['email'],
phone_number=data['phone_number'],
source=source,
deposit_date=deposit_date,
callback=(data['book_callback'] == 'true')
)
record_referral_signup(request=request, user=user, user_created=user_created, action='thb_alert_me_fscs')
if data['book_callback'] == 'true':
AdviserQueue.add_to_queue(email=data['email'],
first_name=data['name'],
last_name='.',
lead_source='THB Tool',
telephone_number=data['phone_number'])
if thb_reminder is not None:
thb_reminder.scheduled_callback = True
thb_reminder.save()
record_referral_signup(request=request, user=user, user_created=user_created, action='thb_book_callback')
return JsonResponse({
'status': 'ok'
})
def bj_signup(request):
form_1 = BJForm(prefix="bj_form1")
form_2 = BJForm(prefix="bj_form2")
if request.method == "POST":
form_1 = BJForm(request.POST, prefix="bj_form1")
form_2 = BJForm(request.POST, prefix="bj_form2")
if form_1.is_valid() or form_2.is_valid():
if form_1.is_valid():
form = form_1
else:
form = form_2
form.save()
if 'referer' in request.session:
referer = Referrer.objects.get(
pk=request.session['referer']).name
else:
referer = '(Direct)'
analytics.delay('event', 'Beckford James', 'Signup', referer)
user, user_created, record_stats = create_stage_one_profile(
request=request,
email=form.cleaned_data.get('email'),
source='beckford_james_signup',
send_activation=False,
login_user=False)
from common.tasks import update_subscription_on_email_service
update_subscription_on_email_service.delay(
user.email, interest_group=u'Beckford James Referral')
name = form.cleaned_data.get('name')
email = form.cleaned_data.get('email')
telephone = form.cleaned_data.get('telephone')
postcode = form.cleaned_data.get('postcode')
text_email = get_template('ifa/bj_signup_email.txt')
client_details = {
'name': name,
'email': email,
'telephone': telephone,
'postcode': postcode
}
c = Context(client_details)
text_content = text_email.render(c)
subject, from_email = "New Beckford James Enquiry", "*****@*****.**"
msg = EmailMultiAlternatives(
subject, text_content, from_email,
["*****@*****.**", '*****@*****.**'])
msg.send()
AdviserQueue.add_to_queue(
client_details['email'],
client_details['name'],
u'.',
u'IFA (Beckford James) Signup',
telephone_number=client_details['telephone'])
record_referral_signup(request, user, user_created, 'bj_referral')
return redirect(reverse('bj_thankyou'))
else:
messages.error(
request,
'Your input contained errors, or you have already enquired about Beckford James'
)
return render(request, 'ifa/bj_signup.html', {
'bj_form': form_1,
'bj_form2': form_2
})
def personal_top_accounts(request, bestbuy_slug, term=None):
context = RequestContext(request)
# required for the sidebar
bestbuys = BestBuy.objects.filter(has_table=True, client_type='p')
context['bestbuys'] = bestbuys
context['bestbuyselected'] = True
bestbuy = BestBuy.objects.get(slug=bestbuy_slug, client_type='p')
context['bestbuy'] = bestbuy
products = bestbuy.get_personal_products(term=term)
fixed_rate_bond_products = defaultdict(list)
for product in products:
product_term = product.link_to_products.get(bestbuy=bestbuy,
product=product,
date_replaced=None).term
fixed_rate_bond_products[product_term].append(product)
context['terms'] = fixed_rate_bond_products.keys()
context['products'] = fixed_rate_bond_products
context['emailform'] = EmailInstructionsForm()
context['weekly_form'] = WeeklyRateAlertsForm()
if request.method == 'POST':
form = WeeklyRateAlertsForm(request.POST)
if form.is_valid():
best_buy_table_emails = form.save()
if 'referer' in request.session:
referer = Referrer.objects.get(
pk=request.session['referer']).name
else:
referer = '(Direct)'
analytics.delay('event', 'Reccuring Best Buy Emails', 'Signup',
referer)
create_profile_output = create_stage_one_profile(
request=request,
email=best_buy_table_emails.email,
source='recurring_best_buy_emails',
send_activation=False,
login_user=False)
if isinstance(create_profile_output, tuple):
user, user_created, record_stats = create_profile_output
else:
return create_profile_output
record_referral_signup(request=request,
user=user,
user_created=user_created,
action='signup')
context['weekly_signed_up'] = True
from common.tasks import update_subscription_on_email_service
if best_buy_table_emails.frequency == 1:
update_subscription_on_email_service.delay(
best_buy_table_emails.email,
interest_group=u'Daily Best Buy Tables')
record_referral_signup(request=request,
user=user,
user_created=user_created,
action='recurring_daily_best_buys')
if best_buy_table_emails.frequency == 2:
update_subscription_on_email_service.delay(
best_buy_table_emails.email,
interest_group=u'Weekly Best Buy Tables')
record_referral_signup(request=request,
user=user,
user_created=user_created,
action='recurring_weekly_best_buys')
if best_buy_table_emails.frequency == 3:
update_subscription_on_email_service.delay(
best_buy_table_emails.email,
interest_group=u'Monthly Best Buy Tables')
record_referral_signup(request=request,
user=user,
user_created=user_created,
action='recurring_monthly_best_buys')
return render_to_response('products/topaccounts/table.html',
context_instance=context)
def create_concierge_client(request, template_file="administration/concierge_creation/index.html"):
context = RequestContext(request)
if request.method == "POST":
form = ConciergeForm(request.POST)
if form.is_valid():
form_email = form.cleaned_data.get('email')
first_name = form.cleaned_data.get('first_name')
last_name = form.cleaned_data.get('last_name')
number = form.cleaned_data.get('number')
try:
user = User.objects.get(email__iexact=form_email)
try:
profile = user.profile
except Profile.DoesNotExist:
profile = Profile(user=user)
profile.save()
except Profile.MultipleObjectsReturned:
profiles = Profile.objects.filter(user=user)
profile = profiles[0]
user.first_name = first_name
user.last_name = last_name
user.is_active = True
user.save()
profile.telephone = number
profile.is_synched = False
profile.skeleton_user = False
profile.filled_in_name = True
profile.save()
try:
campaign_signup = CampaignsSignup.objects.get(email__iexact=form_email)
except CampaignsSignup.DoesNotExist:
campaign_signup = CampaignsSignup(email=form_email)
campaign_signup.name = " ".join([first_name, last_name])
campaign_signup.telephone = number
campaign_signup.is_client = True
campaign_signup.is_synched = False
campaign_signup.save()
except User.DoesNotExist:
try:
campaign_signup = CampaignsSignup.objects.get(email__iexact=form_email)
except CampaignsSignup.DoesNotExist:
campaign_signup = CampaignsSignup()
campaign_signup.email = form_email
campaign_signup.name = " ".join([first_name, last_name])
campaign_signup.telephone = number
campaign_signup.is_client = True
campaign_signup.is_synched = False
campaign_signup.save()
user = User()
user.is_active = True
user.first_name = first_name
user.last_name = last_name
user.email = form_email
user.username = MakeUsername()
# This should be removed once messaging the client is brought in house
user.skeleton_user = True # Set to stop concierge clients getting emails about rate tracker.
user.save()
profile = Profile()
profile.user = user
profile.telephone = number
profile.skeleton_user = False
profile.filled_in_name = True
profile.is_synched = False
profile.save()
context[
'message'] = "%s has now been changed to a concierge client, this will be reflected in Salesforce over the next 2-3mins" % user.email
record_referral_signup(request, user, True, 'concierge_client', third_party=True)
else:
context['form'] = form
else:
context['form'] = ConciergeForm()
return render_to_response(template_file, context_instance=context)
def tpo_signup(request, balance=None):
if balance == '1':
form = IFAForm(initial={'signup_amount': '£250,000 - £1million'})
elif balance == '2':
form = IFAForm(initial={'signup_amount': '£1million - £5million'})
elif balance == '3':
form = IFAForm(initial={'signup_amount': '£5million +'})
else:
form = IFAForm()
if request.method == "POST":
form = IFAForm(request.POST)
if form.is_valid():
form.save()
if 'referer' in request.session:
referer = Referrer.objects.get(pk=request.session['referer']).name
else:
referer = '(Direct)'
analytics.delay('event', 'TPO', 'Signup', referer)
user, user_created, record_stats = create_stage_one_profile(request=request, email=form.cleaned_data.get('email'),
source='tpo_signup', send_activation=False, login_user=False)
from common.tasks import update_subscription_on_email_service
update_subscription_on_email_service.delay(user.email, interest_group=u'TPO Referral')
text_email = get_template('ifa/ifa_signup_email.txt')
guide_email = get_template('ifa/ifa_guide_email.txt')
html_guide_email = get_template('ifa/ifa_guide_email.html')
client_details = {'name': form.cleaned_data.get('name'),
'last_name': form.cleaned_data.get('last_name'),
'email': form.cleaned_data.get('email'),
'signup_amount': form.cleaned_data.get('signup_amount'),
'postcode': form.cleaned_data.get('postcode'),
'telephone': form.cleaned_data.get('telephone')}
c = Context(client_details)
text_content = text_email.render(c)
guide_content = guide_email.render(c)
html_guide_content = html_guide_email.render(c)
subject, from_email = "New IFA Enquiry", "*****@*****.**"
to_email = ["*****@*****.**"]
AdviserQueue.add_to_queue(client_details['email'],
client_details['name'],
u'.',
u'IFA Signup (TPO) - {value}'.format(value=client_details['signup_amount']),
telephone_number=client_details['telephone'])
msg = EmailMultiAlternatives(subject, text_content, from_email, to_email)
msg.send()
subject, from_email = "Your IFA Guide", "*****@*****.**"
msg = EmailMultiAlternatives(subject, guide_content, from_email, [c['email']])
msg.attach_alternative(html_guide_content, "text/html")
guide_path = os.path.join(settings.STATIC_ROOT, 'doc', 'ifa',
'9_steps_to_choosing_an_independent_financial_adviser.pdf')
msg.attach_file(guide_path)
msg.send()
record_referral_signup(request, user, user_created, 'tpo_referral')
return redirect('tpo_thankyou')
else:
messages.error(request,
'Your input contained errors, or you have already enquired about The Private Office')
return render(request, 'ifa/tpo_signup_alt.html', {
'form': form
})
def tpo_signup(request, balance=None):
if balance == '1':
form = IFAForm(initial={'signup_amount': '£250,000 - £1million'})
elif balance == '2':
form = IFAForm(initial={'signup_amount': '£1million - £5million'})
elif balance == '3':
form = IFAForm(initial={'signup_amount': '£5million +'})
else:
form = IFAForm()
if request.method == "POST":
form = IFAForm(request.POST)
if form.is_valid():
form.save()
if 'referer' in request.session:
referer = Referrer.objects.get(
pk=request.session['referer']).name
else:
referer = '(Direct)'
analytics.delay('event', 'TPO', 'Signup', referer)
user, user_created, record_stats = create_stage_one_profile(
request=request,
email=form.cleaned_data.get('email'),
source='tpo_signup',
send_activation=False,
login_user=False)
from common.tasks import update_subscription_on_email_service
update_subscription_on_email_service.delay(
user.email, interest_group=u'TPO Referral')
text_email = get_template('ifa/ifa_signup_email.txt')
guide_email = get_template('ifa/ifa_guide_email.txt')
html_guide_email = get_template('ifa/ifa_guide_email.html')
client_details = {
'name': form.cleaned_data.get('name'),
'last_name': form.cleaned_data.get('last_name'),
'email': form.cleaned_data.get('email'),
'signup_amount': form.cleaned_data.get('signup_amount'),
'postcode': form.cleaned_data.get('postcode'),
'telephone': form.cleaned_data.get('telephone')
}
c = Context(client_details)
text_content = text_email.render(c)
guide_content = guide_email.render(c)
html_guide_content = html_guide_email.render(c)
subject, from_email = "New IFA Enquiry", "*****@*****.**"
to_email = ["*****@*****.**"]
AdviserQueue.add_to_queue(
client_details['email'],
client_details['name'],
u'.',
u'IFA Signup (TPO) - {value}'.format(
value=client_details['signup_amount']),
telephone_number=client_details['telephone'])
msg = EmailMultiAlternatives(subject, text_content, from_email,
to_email)
msg.send()
subject, from_email = "Your IFA Guide", "*****@*****.**"
msg = EmailMultiAlternatives(subject, guide_content, from_email,
[c['email']])
msg.attach_alternative(html_guide_content, "text/html")
guide_path = os.path.join(
settings.STATIC_ROOT, 'doc', 'ifa',
'9_steps_to_choosing_an_independent_financial_adviser.pdf')
msg.attach_file(guide_path)
msg.send()
record_referral_signup(request, user, user_created, 'tpo_referral')
return redirect('tpo_thankyou')
else:
messages.error(
request,
'Your input contained errors, or you have already enquired about The Private Office'
)
return render(request, 'ifa/tpo_signup_alt.html', {'form': form})
def create_concierge_client(
request, template_file="administration/concierge_creation/index.html"):
context = RequestContext(request)
if request.method == "POST":
form = ConciergeForm(request.POST)
if form.is_valid():
form_email = form.cleaned_data.get('email')
first_name = form.cleaned_data.get('first_name')
last_name = form.cleaned_data.get('last_name')
number = form.cleaned_data.get('number')
try:
user = User.objects.get(email__iexact=form_email)
try:
profile = user.profile
except Profile.DoesNotExist:
profile = Profile(user=user)
profile.save()
except Profile.MultipleObjectsReturned:
profiles = Profile.objects.filter(user=user)
profile = profiles[0]
user.first_name = first_name
user.last_name = last_name
user.is_active = True
user.save()
profile.telephone = number
profile.is_synched = False
profile.skeleton_user = False
profile.filled_in_name = True
profile.save()
try:
campaign_signup = CampaignsSignup.objects.get(
email__iexact=form_email)
except CampaignsSignup.DoesNotExist:
campaign_signup = CampaignsSignup(email=form_email)
campaign_signup.name = " ".join([first_name, last_name])
campaign_signup.telephone = number
campaign_signup.is_client = True
campaign_signup.is_synched = False
campaign_signup.save()
except User.DoesNotExist:
try:
campaign_signup = CampaignsSignup.objects.get(
email__iexact=form_email)
except CampaignsSignup.DoesNotExist:
campaign_signup = CampaignsSignup()
campaign_signup.email = form_email
campaign_signup.name = " ".join([first_name, last_name])
campaign_signup.telephone = number
campaign_signup.is_client = True
campaign_signup.is_synched = False
campaign_signup.save()
user = User()
user.is_active = True
user.first_name = first_name
user.last_name = last_name
user.email = form_email
user.username = MakeUsername()
# This should be removed once messaging the client is brought in house
user.skeleton_user = True # Set to stop concierge clients getting emails about rate tracker.
user.save()
profile = Profile()
profile.user = user
profile.telephone = number
profile.skeleton_user = False
profile.filled_in_name = True
profile.is_synched = False
profile.save()
context[
'message'] = "%s has now been changed to a concierge client, this will be reflected in Salesforce over the next 2-3mins" % user.email
record_referral_signup(request,
user,
True,
'concierge_client',
third_party=True)
else:
context['form'] = form
else:
context['form'] = ConciergeForm()
return render_to_response(template_file, context_instance=context)
def create_stage_one_profile(request, email, source, send_activation=True, login_user=True, use_site_framework=True):
user_created = False
record_stats = False
try:
user = User.objects.get(email__iexact=email)
except User.MultipleObjectsReturned:
user = User.objects.filter(email__iexact=email).earliest('date_joined')
# Found more than one account with this email, use the first one.
except User.DoesNotExist:
password = User.objects.make_random_password(50) # make a 50 char password for temporary use
site = get_current_site(request)
username = MakeUsername()
user = RegistrationProfile.objects.create_inactive_user(site=site,
send_email=send_activation,
request=request,
username=username,
password=password,
email=email)
user_created = True
try:
profile = user.profile
except Profile.DoesNotExist:
profile = Profile(user=user)
profile.save()
except Profile.MultipleObjectsReturned:
profiles = Profile.objects.filter(user=user)
profile = profiles.earliest()
if profile.skeleton_user:
if request is not None:
profile.ip_address = get_client_ip(request)
else:
profile.ip_address = '127.0.0.1'
profile.save()
elif send_activation and not user.is_active and not user_created:
return redirect('resend_activation')
elif login_user and user.is_active is True:
return redirect('auth_login')
Stage1Profile(user, request, source)
if not email.endswith('@local'):
record_referral_signup(request, user, user_created, 'signup')
statsd_client = StatsDClient().get_counter_client(
client_name='user.profile.created'
)
statsd_client += 1
statsd_client = StatsDClient().get_counter_client(
client_name='user.profile.created.{source}'.format(
source=source
)
)
statsd_client += 1
statsd_client = StatsDClient().get_counter_client(
client_name='user.profile.created.{source}.{path}'.format(
source=source,
path=request.path
)
)
statsd_client += 1
record_stats = True
return user, user_created, record_stats