def adviser_illustrated_client_ajax(request, enquiry_id):
if request.method == "POST":
if AdviserQueue.objects.filter(adviser=request.user,
pk=enquiry_id).exists():
form = IllustrationForm(request.POST)
if form.is_valid():
aq = AdviserQueue.objects.get(adviser=request.user,
pk=enquiry_id)
aq.status = 4
aq.portfolio_value = form.cleaned_data[
'funds_under_management']
aq.add_note('Client illustrated with £%d' %
form.cleaned_data['funds_under_management'])
aq.save()
try:
user = User.objects.get(email=aq.email)
except User.DoesNotExist:
user, _, record_stats = create_stage_one_profile(
request,
aq.email,
'manual_add_concierge',
send_activation=False,
login_user=False)
pool, _ = ConciergeUserPool.objects.get_or_create(
term=0,
user=user,
balance=form.cleaned_data['funds_under_management'])
return HttpResponse(status=204)
return HttpResponse(status=409,
content='{"status":"error in form"}')
return HttpResponse(status=409, content='{"status":"doesn\'t exist"}')
return HttpResponse(status=409, content='{"status":"not post"}')
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 engine_load_user(request, email=None, context=None):
if context is None:
context = {}
if request.method == "POST":
form = ConciergeUserForm(request.POST)
if form.is_valid():
User = get_user_model()
try:
user = User.objects.get(email=form.cleaned_data['email'])
except User.DoesNotExist:
user, _, record_stats = create_stage_one_profile(
request,
email=form.cleaned_data['email'],
source='CMT Dashboard',
send_activation=False,
login_user=False)
concierge_user, created = ConciergeUserOption.objects.get_or_create(
user=user)
context = load_user(concierge_user, context)
else:
context['form'] = form
return render(request, 'concierge/engine/index_no_wrapper.html',
context)
elif email is not None:
concierge_user, created = ConciergeUserOption.objects.get_or_create(
user__email=email)
context = load_user(concierge_user, context)
else:
context['form'] = ConciergeUserForm()
return render(request, 'concierge/engine/index_no_wrapper.html',
context)
return render(request, 'concierge/engine/user_management.html', context)
def engine_load_user(request, email=None, context=None):
if context is None:
context = {}
if request.method == "POST":
form = ConciergeUserForm(request.POST)
if form.is_valid():
User = get_user_model()
try:
user = User.objects.get(email=form.cleaned_data['email'])
except User.DoesNotExist:
user, _, record_stats = create_stage_one_profile(request, email=form.cleaned_data['email'], source='CMT Dashboard',
send_activation=False, login_user=False)
concierge_user, created = ConciergeUserOption.objects.get_or_create(user=user)
context = load_user(concierge_user, context)
else:
context['form'] = form
return render(request, 'concierge/engine/index_no_wrapper.html', context)
elif email is not None:
concierge_user, created = ConciergeUserOption.objects.get_or_create(user__email=email)
context = load_user(concierge_user, context)
else:
context['form'] = ConciergeUserForm()
return render(request, 'concierge/engine/index_no_wrapper.html', context)
return render(request, 'concierge/engine/user_management.html', context)
def adviser_add_client_ajax(request, context=None):
if context is None:
context = {}
if request.method == "POST":
form = AddClientForm(request.POST)
if form.is_valid():
new_client = form.save(commit=False)
new_client.adviser = request.user
new_client.add_note('Client was added manually')
new_client.save()
create_stage_one_profile(request, new_client.email, 'manual_add_concierge', send_activation=False,
login_user=False)
return HttpResponse(status=204)
return HttpResponse(status=409, content='{"status":"%s"}' % form.errors)
return HttpResponse(status=409, content='{"status":"exists"}')
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 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 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 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 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 adviser_add_client_ajax(request, context=None):
if context is None:
context = {}
if request.method == "POST":
form = AddClientForm(request.POST)
if form.is_valid():
new_client = form.save(commit=False)
new_client.adviser = request.user
new_client.add_note('Client was added manually')
new_client.save()
create_stage_one_profile(request,
new_client.email,
'manual_add_concierge',
send_activation=False,
login_user=False)
return HttpResponse(status=204)
return HttpResponse(status=409,
content='{"status":"%s"}' % form.errors)
return HttpResponse(status=409, content='{"status":"exists"}')
def save(self):
data = self.cleaned_data
user_exists = False
if 'email' in data:
email = data['email']
if User.objects.filter(email=email).exists():
# This user already exists, maybe they have details that need to be updated
user_exists = True
user = User.objects.get(email=email)
else:
# User does not already exist, we'll need to create one.
create_profile_output = create_stage_one_profile(
None,
email,
'',
send_activation=False,
login_user=False,
use_site_framework=False)
if isinstance(create_profile_output, tuple):
user, user_created, record_stats = create_profile_output
else:
return create_profile_output
user_exists = True
if 'title' in data and user_exists:
title = data['title']
profile = Profile.objects.get(user=user)
profile.salutation = title
profile.save()
if 'first_name' in data and user_exists:
first_name = data['first_name']
user.first_name = first_name
if 'last_name' in data and user_exists:
last_name = data['last_name']
user.last_name = last_name
if 'phone' in data and user_exists:
phone = data['phone']
profile = Profile.objects.get(user=user)
profile.telephone = phone
profile.save()
if 'marital_status' in data:
pass
if 'residential_status' in data:
pass
if 'date_of_birth' in data:
dob = data['date_of_birth']
profile = Profile.objects.get(user=user)
profile.dob = dob
profile.save()
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 step_impl(context):
"""
:type context behave.runner.Context
"""
request = RequestFactory().get('/')
request.session = {}
user, user_created, record_stats = create_stage_one_profile(request,
'*****@*****.**',
'testing',
send_activation=False,
login_user=False,
use_site_framework=False)
context.user = user
context.user_created = user_created
def step_impl(context):
"""
:type context behave.runner.Context
"""
request = RequestFactory().get('/')
request.session = {}
user, user_created, record_stats = create_stage_one_profile(
request,
'*****@*****.**',
'testing',
send_activation=False,
login_user=False,
use_site_framework=False)
context.user = user
context.user_created = user_created
def save(self):
data = self.cleaned_data
user_exists = False
if 'email' in data:
email = data['email']
if User.objects.filter(email=email).exists():
# This user already exists, maybe they have details that need to be updated
user_exists = True
user = User.objects.get(email=email)
else:
# User does not already exist, we'll need to create one.
create_profile_output = create_stage_one_profile(None, email, '', send_activation=False,
login_user=False, use_site_framework=False)
if isinstance(create_profile_output, tuple):
user, user_created, record_stats = create_profile_output
else:
return create_profile_output
user_exists = True
if 'title' in data and user_exists:
title = data['title']
profile = Profile.objects.get(user=user)
profile.salutation = title
profile.save()
if 'first_name' in data and user_exists:
first_name = data['first_name']
user.first_name = first_name
if 'last_name' in data and user_exists:
last_name = data['last_name']
user.last_name = last_name
if 'phone' in data and user_exists:
phone = data['phone']
profile = Profile.objects.get(user=user)
profile.telephone = phone
profile.save()
if 'marital_status' in data:
pass
if 'residential_status' in data:
pass
if 'date_of_birth' in data:
dob = data['date_of_birth']
profile = Profile.objects.get(user=user)
profile.dob = dob
profile.save()
def save(self, request):
email = self.cleaned_data('email')
user, user_created, record_stats = create_stage_one_profile(
request, email=email, source=self.cleaned_data.get('source'))
tim_signup, _ = TiMSignups.objects.get_or_create(email=user.email)
user.profile.newsletter = self.cleaned_data.get('newsletter', False)
user.profile.ratealerts = self.cleaned_data.get('ratealerts', False)
if RateAlertsSignup.objects.filter(email=user.email).exists():
user.profile.ratealerts = True
if NewsletterSignup.objects.filter(email=user.email).exists():
user.profile.newsletter = True
user.profile.is_synched = False
user.profile.skeleton_user = False
user.profile.save()
# add the fixed rate product
provider = request.POST['provider']
balance = request.POST['balance']
account_type = request.POST['account_type']
if account_type != '' and provider != '' and balance != '':
bestbuy = BestBuy.objects.get(id=account_type)
reminder = RatetrackerReminder()
reminder.user = user
reminder.account_type = bestbuy
reminder.balance = balance
reminder.provider = Provider.objects.get(id=provider)
if 'maturity_date_month' not in request.POST and 'maturity_date_year' not in request.POST:
product = Product.objects.get(pk=request.POST['product'])
product_term = product.term if product.term is not None else 0
month = int(request.POST['opening_date_month'])
year = int(request.POST['opening_date_year'])
maturity_date = datetime.date(
day=1, month=month,
year=year) + datetime.timedelta(days=product_term)
else:
month = int(request.POST['maturity_date_month'])
year = int(request.POST['maturity_date_year'])
maturity_date = datetime.date(day=1, month=month, year=year)
reminder.maturity_date = maturity_date
reminder.is_synched = False
reminder.save()
return user
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 adviser_illustrated_client_ajax(request, enquiry_id):
if request.method == "POST":
if AdviserQueue.objects.filter(adviser=request.user, pk=enquiry_id).exists():
form = IllustrationForm(request.POST)
if form.is_valid():
aq = AdviserQueue.objects.get(adviser=request.user, pk=enquiry_id)
aq.status = 4
aq.portfolio_value = form.cleaned_data['funds_under_management']
aq.add_note('Client illustrated with £%d' % form.cleaned_data['funds_under_management'])
aq.save()
try:
user = User.objects.get(email=aq.email)
except User.DoesNotExist:
user, _, record_stats = create_stage_one_profile(request, aq.email, 'manual_add_concierge', send_activation=False,
login_user=False)
pool, _ = ConciergeUserPool.objects.get_or_create(term=0, user=user, balance=form.cleaned_data['funds_under_management'])
return HttpResponse(status=204)
return HttpResponse(status=409, content='{"status":"error in form"}')
return HttpResponse(status=409, content='{"status":"doesn\'t exist"}')
return HttpResponse(status=409, content='{"status":"not post"}')
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 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 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 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 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)
