def get(self, request, format=None):
accounts = Account.objects.filter(status="open",
company=request.company)
contacts = Contact.objects.filter(company=request.company)
leads = Lead.objects.filter(company=request.company).exclude(
Q(status="converted") | Q(status="closed"))
opportunities = Opportunity.objects.filter(company=request.company)
if self.request.user.role == "ADMIN" or self.request.user.is_superuser:
pass
else:
accounts = accounts.filter(
Q(assigned_to__id__in=[self.request.user.id])
| Q(created_by=self.request.user.id))
contacts = contacts.filter(
Q(assigned_to__id__in=[self.request.user.id])
| Q(created_by=self.request.user.id))
leads = leads.filter(
Q(assigned_to__id__in=[self.request.user.id])
| Q(created_by=self.request.user.id)).exclude(status="closed")
opportunities = opportunities.filter(
Q(assigned_to__id__in=[self.request.user.id])
| Q(created_by=self.request.user.id))
context = {}
context["accounts_count"] = accounts.count()
context["contacts_count"] = contacts.count()
context["leads_count"] = leads.count()
context["opportunities_count"] = opportunities.count()
context["accounts"] = AccountSerializer(accounts, many=True).data
context["contacts"] = ContactSerializer(contacts, many=True).data
context["leads"] = LeadSerializer(leads, many=True).data
context["opportunities"] = OpportunitySerializer(opportunities,
many=True).data
return Response(context, status=status.HTTP_200_OK)
def get_context_data(self, **kwargs):
params = (self.request.query_params
if len(self.request.data) == 0 else self.request.data)
queryset = self.model.objects.filter(
org=self.request.org).order_by('-id')
accounts = Account.objects.filter(org=self.request.org)
contacts = Contact.objects.filter(org=self.request.org)
if self.request.profile.role != "ADMIN" and not self.request.user.is_superuser:
queryset = queryset.filter(
Q(created_by=self.request.profile)
| Q(assigned_to=self.request.profile)).distinct()
accounts = accounts.filter(
Q(created_by=self.request.profile)
| Q(assigned_to=self.request.profile)).distinct()
contacts = contacts.filter(
Q(created_by=self.request.profile)
| Q(assigned_to=self.request.profile)).distinct()
if params:
if params.get("name"):
queryset = queryset.filter(name__icontains=params.get("name"))
if params.get("account"):
queryset = queryset.filter(account=params.get("account"))
if params.get("stage"):
queryset = queryset.filter(stage__contains=params.get("stage"))
if params.get("lead_source"):
queryset = queryset.filter(
lead_source__contains=params.get("lead_source"))
if params.get("tags"):
queryset = queryset.filter(
tags__in=json.loads(params.get("tags"))).distinct()
context = {}
results_opportunities = self.paginate_queryset(queryset.distinct(),
self.request,
view=self)
opportunities = OpportunitySerializer(results_opportunities,
many=True).data
if results_opportunities:
offset = queryset.filter(
id__gte=results_opportunities[-1].id).count()
if offset == queryset.count():
offset = None
else:
offset = 0
context.update({
"opportunities_count": self.count,
"offset": offset,
})
context["opportunities"] = opportunities
context["accounts_list"] = AccountSerializer(accounts, many=True).data
context["contacts_list"] = ContactSerializer(contacts, many=True).data
context['tags'] = TagsSerailizer(Tags.objects.filter(), many=True).data
context["stage"] = STAGES
context["lead_source"] = SOURCES
context["currency"] = CURRENCY_CODES
return context
def post(self, request, pk, **kwargs):
params = (self.request.query_params
if len(self.request.data) == 0 else self.request.data)
context = {}
self.opportunity_obj = Opportunity.objects.get(pk=pk)
if self.opportunity_obj.company != request.company:
return Response({
"error":
True,
"errors":
"User company doesnot match with header...."
})
comment_serializer = CommentSerializer(data=params)
if self.request.user.role != "ADMIN" and not self.request.user.is_superuser:
if not (
(self.request.user == self.opportunity_obj.created_by) or
(self.request.user in self.opportunity_obj.assigned_to.all())):
return Response(
{
"error":
True,
"errors":
"You don't have Permission to perform this action",
},
status=status.HTTP_401_UNAUTHORIZED,
)
if comment_serializer.is_valid():
if params.get("comment"):
comment_serializer.save(
opportunity_id=self.opportunity_obj.id,
commented_by_id=self.request.user.id,
)
if self.request.FILES.get("opportunity_attachment"):
attachment = Attachments()
attachment.created_by = self.request.user
attachment.file_name = self.request.FILES.get(
"opportunity_attachment").name
attachment.opportunity = self.opportunity_obj
attachment.attachment = self.request.FILES.get(
"opportunity_attachment")
attachment.save()
comments = Comment.objects.filter(
opportunity=self.opportunity_obj).order_by("-id")
attachments = Attachments.objects.filter(
opportunity=self.opportunity_obj).order_by("-id")
context.update({
"opportunity_obj":
OpportunitySerializer(self.opportunity_obj).data,
"attachments":
AttachmentsSerializer(attachments, many=True).data,
"comments":
CommentSerializer(comments, many=True).data,
})
return Response(context)
def get(self, request, pk, format=None):
profile_obj = self.get_object(pk)
if (self.request.profile.role != "ADMIN"
and not self.request.profile.is_admin
and self.request.profile.id != profile_obj.id):
return Response(
{
"error": True,
"errors": "Permission Denied"
},
status=status.HTTP_403_FORBIDDEN,
)
if profile_obj.org != request.org:
return Response(
{
"error": True,
"errors": "User company doesnot match with header...."
},
status=status.HTTP_403_FORBIDDEN,
)
assigned_data = Profile.objects.filter(org=request.org,
is_active=True).values(
'id', 'user__first_name')
context = {}
context["profile_obj"] = ProfileSerializer(profile_obj).data
opportunity_list = Opportunity.objects.filter(assigned_to=profile_obj)
context["opportunity_list"] = OpportunitySerializer(opportunity_list,
many=True).data
contacts = Contact.objects.filter(assigned_to=profile_obj)
context["contacts"] = ContactSerializer(contacts, many=True).data
cases = Case.objects.filter(assigned_to=profile_obj)
context["cases"] = CaseSerializer(cases, many=True).data
context["assigned_data"] = assigned_data
comments = profile_obj.user_comments.all()
context["comments"] = CommentSerializer(comments, many=True).data
context["countries"] = COUNTRIES
return Response(
{
"error": False,
"data": context
},
status=status.HTTP_200_OK,
)
def get(self, request, pk, format=None):
user_obj = self.get_object(pk)
users_data = []
for each in User.objects.all():
assigned_dict = {}
assigned_dict["id"] = each.id
assigned_dict["name"] = each.username
users_data.append(assigned_dict)
context = {}
context["user_obj"] = UserSerializer(user_obj).data
opportunity_list = Opportunity.objects.filter(assigned_to=user_obj)
context["opportunity_list"] = OpportunitySerializer(opportunity_list,
many=True).data
contacts = Contact.objects.filter(assigned_to=user_obj)
context["contacts"] = ContactSerializer(contacts, many=True).data
cases = Case.objects.filter(assigned_to=user_obj)
context["cases"] = CaseSerializer(cases, many=True).data
context["assigned_data"] = users_data
comments = user_obj.user_comments.all()
context["comments"] = CommentSerializer(comments, many=True).data
return Response({"error": False, "data": context})
def get(self, request, pk, format=None):
user_obj = self.get_object(pk)
if (self.request.user.role != "ADMIN"
and not self.request.user.is_superuser
and self.request.user.id != user_obj.id):
return Response(
{
"error": True,
"errors": "Permission Denied"
},
status=status.HTTP_403_FORBIDDEN,
)
users_data = []
for each in User.objects.all():
assigned_dict = {}
assigned_dict["id"] = each.id
assigned_dict["name"] = each.username
users_data.append(assigned_dict)
context = {}
context["user_obj"] = UserSerializer(user_obj).data
opportunity_list = Opportunity.objects.filter(assigned_to=user_obj)
context["opportunity_list"] = OpportunitySerializer(opportunity_list,
many=True).data
contacts = Contact.objects.filter(assigned_to=user_obj)
context["contacts"] = ContactSerializer(contacts, many=True).data
cases = Case.objects.filter(assigned_to=user_obj)
context["cases"] = CaseSerializer(cases, many=True).data
context["assigned_data"] = users_data
comments = user_obj.user_comments.all()
context["comments"] = CommentSerializer(comments, many=True).data
return Response(
{
"error": False,
"data": context
},
status=status.HTTP_200_OK,
)
def get(self, request, pk, format=None):
self.opportunity = self.get_object(pk=pk)
context = {}
context["opportunity_obj"] = OpportunitySerializer(
self.opportunity).data
if self.opportunity.org != request.org:
return Response(
{
"error": True,
"errors": "User company doesnot match with header...."
},
status=status.HTTP_403_FORBIDDEN,
)
if self.request.profile.role != "ADMIN" and not self.request.user.is_superuser:
if not (
(self.request.profile == self.opportunity.created_by) or
(self.request.profile in self.opportunity.assigned_to.all())):
return Response(
{
"error":
True,
"errors":
"You don't have Permission to perform this action",
},
status=status.HTTP_403_FORBIDDEN,
)
comment_permission = False
if (self.request.profile == self.opportunity.created_by
or self.request.user.is_superuser
or self.request.profile.role == "ADMIN"):
comment_permission = True
if self.request.user.is_superuser or self.request.profile.role == "ADMIN":
users_mention = list(
Profile.objects.filter(
is_active=True,
org=self.request.org).values("user__username"))
elif self.request.profile != self.opportunity.created_by:
if self.opportunity.created_by:
users_mention = [{
"username":
self.opportunity.created_by.user.username
}]
else:
users_mention = []
else:
users_mention = []
context.update({
"comments":
CommentSerializer(self.opportunity.opportunity_comments.all(),
many=True).data,
"attachments":
AttachmentsSerializer(
self.opportunity.opportunity_attachment.all(), many=True).data,
"contacts":
ContactSerializer(self.opportunity.contacts.all(), many=True).data,
"users":
ProfileSerializer(
Profile.objects.filter(
is_active=True,
org=self.request.org).order_by("user__email"),
many=True,
).data,
"stage":
STAGES,
"lead_source":
SOURCES,
"currency":
CURRENCY_CODES,
"comment_permission":
comment_permission,
"users_mention":
users_mention,
})
return Response(context)
def get(self, request, pk, format=None):
context = {}
context["account_obj"] = AccountSerializer(self.account).data
if self.request.user.role != "ADMIN" and not self.request.user.is_superuser:
if not ((self.request.user == self.account.created_by) or
(self.request.user in self.account.assigned_to.all())):
raise PermissionDenied
comment_permission = (True if
(self.request.user == self.account.created_by
or self.request.user.is_superuser or
self.request.user.role == "ADMIN") else False)
if self.request.user.is_superuser or self.request.user.role == "ADMIN":
users_mention = list(
User.objects.filter(
is_active=True,
company=self.request.company,
).values("username"))
elif self.request.user != self.account.created_by:
if self.account.created_by:
users_mention = [{
"username": self.account.created_by.username
}]
else:
users_mention = []
else:
users_mention = []
context.update({
"comments":
CommentSerializer(self.account.accounts_comments.all(),
many=True).data,
"attachments":
AttachmentsSerializer(self.account.account_attachment.all(),
many=True).data,
"opportunity_list":
OpportunitySerializer(
Opportunity.objects.filter(account=self.account),
many=True).data,
"contacts":
ContactSerializer(self.account.contacts.all(), many=True).data,
"users":
UserSerializer(
User.objects.filter(
is_active=True,
company=self.request.company,
).order_by("email"),
many=True,
).data,
"cases":
CaseSerializer(Case.objects.filter(account=self.account),
many=True).data,
"stages":
STAGES,
"sources":
SOURCES,
"countries":
COUNTRIES,
"currencies":
CURRENCY_CODES,
"case_types":
CASE_TYPE,
"case_priority":
PRIORITY_CHOICE,
"case_status":
STATUS_CHOICE,
"comment_permission":
comment_permission,
"tasks":
TaskSerializer(self.account.accounts_tasks.all(), many=True).data,
"invoices":
InvoiceSerailizer(self.account.accounts_invoices.all(),
many=True).data,
"emails":
EmailSerailizer(self.account.sent_email.all(), many=True).data,
"users_mention":
users_mention,
})
return Response(context)
def get(self, request, pk, format=None):
self.account = self.get_object(pk=pk)
if self.account.org != request.org:
return Response(
{
"error": True,
"errors": "User company doesnot match with header...."
},
status=status.HTTP_404_NOT_FOUND,
)
context = {}
context["account_obj"] = AccountSerializer(self.account).data
if self.request.profile.role != "ADMIN" and not self.request.profile.is_admin:
if not ((self.request.profile == self.account.created_by) or
(self.request.profile in self.account.assigned_to.all())):
return Response(
{
"error":
True,
"errors":
"You do not have Permission to perform this action",
},
status=status.HTTP_403_FORBIDDEN,
)
comment_permission = False
if (self.request.profile == self.account.created_by
or self.request.profile.is_admin
or self.request.profile.role == "ADMIN"):
comment_permission = True
if self.request.profile.is_admin or self.request.profile.role == "ADMIN":
users_mention = list(
Profile.objects.filter(
is_active=True,
org=self.request.org).values("user__username"))
elif self.request.profile != self.account.created_by:
if self.account.created_by:
users_mention = [{
"username":
self.account.created_by.user.username
}]
else:
users_mention = []
else:
users_mention = []
context.update({
"attachments":
AttachmentsSerializer(self.account.account_attachment.all(),
many=True).data,
"comments":
CommentSerializer(self.account.accounts_comments.all(),
many=True).data,
"contacts":
ContactSerializer(self.account.contacts.all(), many=True).data,
"opportunity_list":
OpportunitySerializer(
Opportunity.objects.filter(account=self.account),
many=True).data,
"users":
ProfileSerializer(
Profile.objects.filter(
is_active=True,
org=self.request.org).order_by("user__email"),
many=True,
).data,
"cases":
CaseSerializer(self.account.accounts_cases.all(), many=True).data,
"stages":
STAGES,
"sources":
SOURCES,
"countries":
COUNTRIES,
"currencies":
CURRENCY_CODES,
"case_types":
CASE_TYPE,
"case_priority":
PRIORITY_CHOICE,
"case_status":
STATUS_CHOICE,
"comment_permission":
comment_permission,
"tasks":
TaskSerializer(self.account.accounts_tasks.all(), many=True).data,
"invoices":
InvoiceSerailizer(self.account.accounts_invoices.all(),
many=True).data,
"emails":
EmailSerializer(self.account.sent_email.all(), many=True).data,
"users_mention":
users_mention,
})
return Response(context)
def get_context_data(self, **kwargs):
params = (
self.request.query_params
if len(self.request.data) == 0
else self.request.data
)
queryset = self.model.objects.filter(company=self.request.company)
accounts = Account.objects.filter(company=self.request.company)
contacts = Contact.objects.filter(company=self.request.company)
if self.request.user.role != "ADMIN" and not self.request.user.is_superuser:
queryset = queryset.filter(
Q(created_by=self.request.user) | Q(assigned_to=self.request.user)
).distinct()
accounts = accounts.filter(
Q(created_by=self.request.user) | Q(assigned_to=self.request.user)
).distinct()
contacts = contacts.filter(
Q(created_by=self.request.user) | Q(assigned_to=self.request.user)
).distinct()
if params:
request_post = params
if request_post.get("name"):
queryset = queryset.filter(
name__icontains=request_post.get("name")
)
if request_post.get("account"):
queryset = queryset.filter(
account=request_post.get("account")
)
if request_post.get("stage"):
queryset = queryset.filter(
stage__contains=request_post.get("stage")
)
if request_post.get("lead_source"):
queryset = queryset.filter(
lead_source__contains=request_post.get("lead_source")
)
if request_post.get("tags"):
queryset = queryset.filter(
tags__in=json.loads(request_post.get("tags"))
).distinct()
context = {}
search = False
if (
params.get("name")
or params.get("account")
or params.get("stage")
or params.get("lead_source")
or params.get("tags")
):
search = True
context["search"] = search
opportunities = OpportunitySerializer(
queryset, many=True
).data
context["opportunities"] = opportunities
context["users"] = UserSerializer(
User.objects.filter(is_active=True, company=self.request.company).order_by("email"), many=True
).data
tag_ids = list(set(Opportunity.objects.filter(
company=self.request.company).values_list("tags", flat=True)))
context["tags"] = TagsSerializer(
Tags.objects.filter(id__in=tag_ids), many=True
).data
context["accounts_list"] = AccountSerializer(
accounts, many=True
).data
context["contacts_list"] = ContactSerializer(
contacts, many=True
).data
if self.request.user == "ADMIN":
context["teams_list"] = TeamsSerializer(
Teams.objects.filter(company=self.request.company), many=True
).data
context["stage"] = STAGES
context["lead_source"] = SOURCES
context["currency"] = CURRENCY_CODES
return context