def _show_prep(self, report_id):
report = Report.load(report_id)
campaigns = products = companies = users = vendors = None
if report.show_campaign_id:
campaigns = util.select_list(Campaign.find_all(self.enterprise_id), 'campaign_id', 'name', True)
if report.show_vendor_id:
vendors = util.select_list(Vendor.find_all(self.enterprise_id), 'vendor_id', 'name', True)
if report.show_company_id:
companies = util.select_list(Company.find_all(self.enterprise_id), 'company_id', 'name', True)
if report.show_user_id:
users = util.select_list(Users.find_all(self.enterprise_id), 'user_id', 'user_id', True)
if report.show_product_id:
products = util.select_list(Product.find_all(self.enterprise_id), 'product_id', 'name', True)
return {
'today' : util.today_date(),
'tomorrow' : util.tomorrow(),
'thirty_ago' : util.today_date() - datetime.timedelta(days=30),
'rpt_end_dt' : self.request.GET.get('rpt_end_dt'),
'rpt_start_dt' : self.request.GET.get('rpt_start_dt'),
'enterprise_id' : self.enterprise_id,
'report' : report,
'campaigns' : campaigns,
'products' : products,
'companies' : companies,
'users' : users,
'vendors' : vendors
}
def show_search(self):
return {
'company_name' : None,
'fname' : None,
'lname' : None,
'email' : None,
'phone' : None,
'customers' : None,
'user_assigned' : None,
'users' : util.select_list(Users.find_all(self.enterprise_id), 'user_id', ['fname', 'lname'], True)
}
def _edit_impl(self):
customer_id = self.request.matchdict.get('customer_id')
customer = None
if customer_id:
customer = Customer.load(customer_id)
self.forbid_if(not customer or customer.campaign.company.enterprise_id != self.enterprise_id)
self._add_to_recent(customer)
else:
customer = Customer()
customer.campaign = self.request.ctx.site.company.default_campaign
return {
'customer' : customer,
'users' : util.select_list(Users.find_all(self.enterprise_id), 'user_id', ['fname', 'lname'], True),
'phases' : util.select_list(CustomerPhase.find_all(self.enterprise_id), 'phase_id', 'display_name', True),
'campaigns' : util.select_list(Campaign.find_all(self.enterprise_id), 'campaign_id', 'name')
}
def search(self):
ret = {
'company_name' : None,
'fname' : None,
'lname' : None,
'email' : None,
'phone' : None,
'customers' : None,
'user_assigned' : None,
'users' : util.select_list(Users.find_all(self.enterprise_id), 'user_id', ['fname', 'lname'], True)
}
ret['company_name'] = self.request.POST.get('company_name', self.request.GET.get('company_name'))
ret['fname'] = self.request.POST.get('fname', self.request.GET.get('fname'))
ret['lname'] = self.request.POST.get('lname', self.request.GET.get('lname'))
ret['email'] = self.request.POST.get('email', self.request.GET.get('email'))
ret['phone'] = self.request.POST.get('phone', self.request.GET.get('phone'))
ret['user_assigned'] = self.request.POST.get('user_assigned', self.request.GET.get('user_assigned'))
ret['customers'] = Customer.search(self.enterprise_id, ret['company_name'], ret['fname'],
ret['lname'], ret['email'], ret['phone'], ret['user_assigned'])
if 'customers' in ret and len(ret['customers']) == 1:
ret = HTTPFound('/crm/customer/edit/%s' % ret['customers'][0].customer_id)
return ret
def list(self):
return {'users' : Users.find_all(self.enterprise_id)}
