def opp_create(request):
users = User.objects.filter(is_active=True).order_by('email')
accounts = Account.objects.all()
contacts = Contact.objects.all()
form = OpportunityForm(assigned_to=users,
account=accounts,
contacts=contacts)
assignedto_list = request.POST.getlist("assigned_to")
teams_list = request.POST.getlist("teams")
contacts_list = request.POST.getlist("contacts")
teams = Team.objects.all()
if request.method == 'POST':
form = OpportunityForm(request.POST,
assigned_to=users,
account=accounts,
contacts=contacts)
if form.is_valid():
opportunity_obj = form.save(commit=False)
opportunity_obj.created_by = request.user
if request.POST.get('stage') in ['CLOSED WON', 'CLOSED LOST']:
opportunity_obj.closed_by = request.user
opportunity_obj.save()
opportunity_obj.assigned_to.add(*assignedto_list)
opportunity_obj.teams.add(*teams_list)
opportunity_obj.contacts.add(*contacts_list)
if request.is_ajax():
return JsonResponse({'error': False})
if request.POST.get("savenewform"):
return HttpResponseRedirect(reverse("opportunities:save"))
else:
return HttpResponseRedirect(reverse('opportunities:list'))
else:
if request.is_ajax():
return JsonResponse({
'error': True,
'opportunity_errors': form.errors
})
return render(
request, 'create_opportunity.html', {
'opportunity_form':
form,
'accounts':
accounts,
'users':
users,
'teams':
teams,
'stages':
STAGES,
'sources':
SOURCES,
'currencies':
CURRENCY_CODES,
'assignedto_list':
[int(user_id) for user_id in assignedto_list],
'teams_list':
teams_list,
'contacts_list':
contacts_list
})
else:
return render(
request, 'create_opportunity.html', {
'opportunity_form': form,
'accounts': accounts,
'users': users,
'teams': teams,
'stages': STAGES,
'sources': SOURCES,
'currencies': CURRENCY_CODES,
'assignedto_list': assignedto_list,
'teams_list': teams_list,
'contacts_list': contacts_list
})
def leads_convert(request, pk):
account_form = AccountForm()
billing_form = BillingAddressForm()
shipping_form = ShippingAddressForm(prefix='ship')
lead_objects = Lead.objects.all()
lead_obj = Lead.objects.get(id=pk)
accounts = Account.objects.all()
contact_form = ContactForm()
opportunity_form = OpportunityForm()
teams = Team.objects.all()
if request.method == "POST":
if request.POST.get('accountname') == "on":
account_form = AccountForm(request.POST)
billing_form = BillingAddressForm(request.POST)
shipping_form = ShippingAddressForm(request.POST, prefix='ship')
if account_form.is_valid() and billing_form.is_valid(
) and shipping_form.is_valid():
billing_object = billing_form.save()
shipping_object = shipping_form.save()
account_object = account_form.save(commit=False)
account_object.billing_address = billing_object
account_object.shipping_address = shipping_object
account_object.created_by = request.user
account_object.save()
lead_obj.delete()
return HttpResponseRedirect(reverse('leads:list'))
else:
street1 = request.POST.get('street')
city1 = request.POST.get('city')
state1 = request.POST.get('state')
postcode1 = request.POST.get('postcode')
country1 = request.POST.get('country')
shipdata = {
'street1': street1,
'city1': city1,
'state1': state1,
'postcode1': postcode1,
'country1': country1
}
return render(
request, 'checkbox.html', {
'account_form': account_form,
'form1': billing_form,
'form2': shipping_form,
'form5': COUNTRIES,
'stages': STAGES,
'acc_error': account_form.errors,
'shipdata': shipdata,
'sources': LEAD_SOURCE,
'industries': INDCHOICES,
'teams': teams,
'task': lead_objects,
'post': lead_obj,
'accounts': accounts,
'counties': COUNTRIES
})
if request.POST.get('contactname') == "on":
contact_form = ContactForm(request.POST)
address_form = BillingAddressForm(request.POST)
if contact_form.is_valid() and address_form.is_valid():
address_obj = address_form.save()
contact_obj = contact_form.save(commit=False)
contact_obj.address = address_obj
contact_obj.created_by = request.user
contact_obj.save()
return HttpResponseRedirect(reverse('contacts:list'))
else:
return render(
request, 'checkbox.html', {
'post': lead_obj,
'accounts': accounts,
'teams': teams,
'contact_form': contact_form,
'address_form': address_form
})
if request.POST.get('opportunityname') == "on":
opportunity_form = OpportunityForm(request.POST)
if opportunity_form.is_valid():
opportunity_form.save()
return HttpResponseRedirect(reverse('opportunities:list'))
else:
return render(
request, 'checkbox.html', {
'post': lead_obj,
'accounts': accounts,
'sources': LEAD_SOURCE,
'teams': teams,
'stages': STAGES,
'opportunity_form': opportunity_form
})
else:
return render(
request, 'checkbox.html', {
'form': account_form,
'form1': billing_form,
'form2': shipping_form,
'form5': COUNTRIES,
'industries': INDCHOICES,
'teams': teams,
'task': lead_objects,
'counties': COUNTRIES,
'post': lead_obj,
'accounts': accounts
})
def update_opportunity(request, pk):
opportunity_object = Opportunity.objects.filter(pk=pk).first()
accounts = Account.objects.filter(status="open")
contacts = Contact.objects.all()
if request.user.role != "ADMIN" and not request.user.is_superuser:
accounts = Account.objects.filter(
created_by=request.user)
contacts = Contact.objects.filter(
Q(assigned_to__in=[request.user]) | Q(created_by=request.user))
users = []
if request.user.role == 'ADMIN' or request.user.is_superuser:
users = User.objects.filter(is_active=True).order_by('email')
elif request.user.google.all():
users = []
else:
users = User.objects.filter(role='ADMIN').order_by('email')
kwargs_data = {
"assigned_to": users,
"account": accounts, "contacts": contacts}
form = OpportunityForm(instance=opportunity_object, **kwargs_data)
if request.POST:
form = form = OpportunityForm(
request.POST, request.FILES,
instance=opportunity_object, **kwargs_data)
if form.is_valid():
assigned_to_ids = opportunity_object.assigned_to.all().values_list(
'id', flat=True)
opportunity_obj = form.save(commit=False)
if request.POST.get('stage') in ['CLOSED WON', 'CLOSED LOST']:
opportunity_obj.closed_by = request.user
previous_assigned_to_users = list(opportunity_obj.assigned_to.all().values_list('id', flat=True))
opportunity_obj.save()
opportunity_obj.contacts.clear()
all_members_list = []
if request.POST.getlist('assigned_to', []):
current_site = get_current_site(request)
assigned_form_users = form.cleaned_data.get(
'assigned_to').values_list('id', flat=True)
all_members_list = list(
set(list(assigned_form_users)) -
set(list(assigned_to_ids)))
# current_site = get_current_site(request)
# recipients = all_members_list
# send_email_to_assigned_user.delay(recipients, opportunity_obj.id, domain=current_site.domain,
# protocol=request.scheme)
# if all_members_list:
# for assigned_to_user in all_members_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to opportunity.'
# message = render_to_string(
# 'assigned_to/opportunity_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'opportunity': opportunity_obj
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
opportunity_obj.assigned_to.clear()
opportunity_obj.assigned_to.add(
*request.POST.getlist('assigned_to'))
else:
opportunity_obj.assigned_to.clear()
if request.POST.getlist('teams', []):
user_ids = Teams.objects.filter(id__in=request.POST.getlist('teams')).values_list('users', flat=True)
assinged_to_users_ids = opportunity_obj.assigned_to.all().values_list('id', flat=True)
for user_id in user_ids:
if user_id not in assinged_to_users_ids:
opportunity_obj.assigned_to.add(user_id)
if request.POST.getlist('teams', []):
opportunity_obj.teams.clear()
opportunity_obj.teams.add(*request.POST.getlist('teams'))
else:
opportunity_obj.teams.clear()
current_site = get_current_site(request)
assigned_to_list = list(opportunity_obj.assigned_to.all().values_list('id', flat=True))
recipients = list(set(assigned_to_list) - set(previous_assigned_to_users))
send_email_to_assigned_user.delay(recipients, opportunity_obj.id, domain=current_site.domain,
protocol=request.scheme)
if request.POST.getlist('contacts', []):
opportunity_obj.contacts.add(
*request.POST.getlist('contacts'))
opportunity_obj.tags.clear()
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t.lower())
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t.lower())
opportunity_obj.tags.add(tag)
if request.FILES.get('oppurtunity_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'oppurtunity_attachment').name
attachment.opportunity = opportunity_obj
attachment.attachment = request.FILES.get(
'oppurtunity_attachment')
attachment.save()
success_url = reverse('opportunities:list')
if request.POST.get('from_account'):
from_account = request.POST.get('from_account')
success_url = reverse("accounts:view_account", kwargs={
'pk': from_account})
return JsonResponse({'error': False, 'success_url': success_url})
return JsonResponse({'error': True, 'errors': form.errors})
context = {}
context['TITLE'] = settings.TITLE
context["opportunity_obj"] = opportunity_object
user_assgn_list = [
assigned_to.id for assigned_to in
context["opportunity_obj"].assigned_to.all()]
if request.user == context['opportunity_obj'].created_by:
user_assgn_list.append(request.user.id)
if request.user.role != "ADMIN" and not request.user.is_superuser:
if request.user.id not in user_assgn_list:
raise PermissionDenied
context["opportunity_form"] = form
context["accounts"] = accounts
if request.GET.get('view_account'):
context['account'] = get_object_or_404(
Account, id=request.GET.get('view_account'))
context["contacts"] = contacts
context["users"] = kwargs_data['assigned_to']
context["currencies"] = CURRENCY_CODES
context["stages"] = STAGES
context["sources"] = SOURCES
context["teams"] = Teams.objects.all()
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i]
context["contacts_list"] = [
int(i) for i in request.POST.getlist('contacts', []) if i]
return render(request, "create_opportunity.html", context)
def create_opportunity(request):
accounts = Account.objects.filter(status="open", company=request.company)
contacts = Contact.objects.filter(company=request.company)
if request.user.role != "ADMIN" and not request.user.is_superuser:
accounts = Account.objects.filter(created_by=request.user,
company=request.company)
contacts = Contact.objects.filter(
Q(assigned_to__in=[request.user])
| Q(created_by=request.user)).filter(company=request.company)
users = []
if request.user.role == "ADMIN" or request.user.is_superuser:
users = User.objects.filter(is_active=True,
company=request.company).order_by("email")
elif request.user.google.all():
users = []
else:
users = User.objects.filter(role="ADMIN",
company=request.company).order_by("email")
kwargs_data = {
"assigned_to": users,
"account": accounts,
"contacts": contacts,
"request_obj": request,
}
if request.POST:
form = OpportunityForm(request.POST, request.FILES, **kwargs_data)
if form.is_valid():
opportunity_obj = form.save(commit=False)
opportunity_obj.created_by = request.user
opportunity_obj.company = request.company
if request.POST.get("stage") in ["CLOSED WON", "CLOSED LOST"]:
opportunity_obj.closed_by = request.user
opportunity_obj.save()
if request.POST.getlist("assigned_to", []):
opportunity_obj.assigned_to.add(
*request.POST.getlist("assigned_to"))
# assigned_to_list = request.POST.getlist('assigned_to')
# current_site = get_current_site(request)
# recipients = assigned_to_list
# send_email_to_assigned_user.delay(recipients, opportunity_obj.id, domain=current_site.domain,
# protocol=request.scheme)
# for assigned_to_user in assigned_to_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to opportunity.'
# message = render_to_string(
# 'assigned_to/opportunity_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'opportunity': opportunity_obj
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
if request.POST.getlist("teams", []):
user_ids = Teams.objects.filter(
id__in=request.POST.getlist("teams")).values_list(
"users", flat=True)
assinged_to_users_ids = opportunity_obj.assigned_to.all(
).values_list("id", flat=True)
for user_id in user_ids:
if user_id not in assinged_to_users_ids:
opportunity_obj.assigned_to.add(user_id)
if request.POST.getlist("teams", []):
opportunity_obj.teams.add(*request.POST.getlist("teams"))
current_site = get_current_site(request)
recipients = list(opportunity_obj.assigned_to.all().values_list(
"id", flat=True))
send_email_to_assigned_user.delay(
recipients,
opportunity_obj.id,
domain=current_site.domain,
protocol=request.scheme,
)
if request.POST.getlist("contacts", []):
opportunity_obj.contacts.add(*request.POST.getlist("contacts"))
if request.POST.get("tags", ""):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t.lower())
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t.lower())
opportunity_obj.tags.add(tag)
if request.FILES.get("oppurtunity_attachment"):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
"oppurtunity_attachment").name
attachment.opportunity = opportunity_obj
attachment.attachment = request.FILES.get(
"oppurtunity_attachment")
attachment.save()
success_url = reverse("opportunities:list")
if request.POST.get("savenewform"):
success_url = reverse("opportunities:save")
if request.POST.get("from_account"):
from_account = request.POST.get("from_account")
success_url = reverse("accounts:view_account",
kwargs={"pk": from_account})
# print(success_url)
return JsonResponse({"error": False, "success_url": success_url})
return JsonResponse({"error": True, "errors": form.errors})
context = {}
context["opportunity_form"] = OpportunityForm(**kwargs_data)
context["accounts"] = accounts
if request.GET.get("view_account"):
context["account"] = get_object_or_404(
Account, id=request.GET.get("view_account"))
context["contacts"] = contacts.filter(company=request.company)
context["users"] = kwargs_data["assigned_to"]
context["currencies"] = CURRENCY_CODES
context["stages"] = STAGES
context["sources"] = SOURCES
context["teams"] = Teams.objects.filter(company=request.company)
context["assignedto_list"] = [
int(i) for i in request.POST.getlist("assigned_to", []) if i
]
context["contacts_list"] = [
int(i) for i in request.POST.getlist("contacts", []) if i
]
return render(request, "create_opportunity.html", context)
def create_opportunity(request):
template_name = "create_opportunity.html"
users = User.objects.filter(is_active=True).order_by('email')
accounts = Account.objects.filter(status="open")
contacts = Contact.objects.all()
if request.user.role != "ADMIN" and not request.user.is_superuser:
accounts = Account.objects.filter(
created_by=request.user)
contacts = Contact.objects.filter(
Q(assigned_to__in=[request.user]) | Q(created_by=request.user))
kwargs_data = {"assigned_to": users, "account": accounts, "contacts": contacts}
form = OpportunityForm(**kwargs_data)
if request.POST:
form = OpportunityForm(request.POST, request.FILES, **kwargs_data)
if form.is_valid():
opportunity_obj = form.save(commit=False)
opportunity_obj.created_by = request.user
if request.POST.get('stage') in ['CLOSED WON', 'CLOSED LOST']:
opportunity_obj.closed_by = request.user
opportunity_obj.save()
if request.POST.getlist('assigned_to', []):
opportunity_obj.assigned_to.add(
*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
current_site = get_current_site(request)
for assigned_to_user in assigned_to_list:
user = get_object_or_404(User, pk=assigned_to_user)
mail_subject = 'Assigned to opportunity.'
message = render_to_string('assigned_to/opportunity_assigned.html', {
'user': user,
'domain': current_site.domain,
'protocol': request.scheme,
'opportunity': opportunity_obj
})
email = EmailMessage(mail_subject, message, to=[user.email])
email.content_subtype = "html"
email.send()
if request.POST.getlist('contacts', []):
opportunity_obj.contacts.add(
*request.POST.getlist('contacts'))
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t.lower())
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t.lower())
opportunity_obj.tags.add(tag)
if request.FILES.get('oppurtunity_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'oppurtunity_attachment').name
attachment.opportunity = opportunity_obj
attachment.attachment = request.FILES.get(
'oppurtunity_attachment')
attachment.save()
success_url = reverse('opportunities:list')
if request.POST.get("savenewform"):
success_url = reverse("opportunities:save")
if request.POST.get('from_account'):
from_account = request.POST.get('from_account')
success_url = reverse("accounts:view_account", pk=from_account)
return JsonResponse({'error': False, 'success_url': success_url})
else:
return JsonResponse({'error': True, 'errors': form.errors})
else:
context = {}
context["opportunity_form"] = form
context["accounts"] = accounts
if request.GET.get('view_account'):
context['account'] = get_object_or_404(
Account, id=request.GET.get('view_account'))
context["contacts"] = contacts
context["users"] = users
context["currencies"] = CURRENCY_CODES
context["stages"] = STAGES
context["sources"] = SOURCES
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i]
context["contacts_list"] = [
int(i) for i in request.POST.getlist('contacts', []) if i]
return render(request, template_name, context)
def create_opportunity(request):
accounts = Account.objects.filter(status="open")
contacts = Contact.objects.all()
if request.user.role != "ADMIN" and not request.user.is_superuser:
accounts = Account.objects.filter(
Q(created_by=request.user) | Q(assigned_to=request.user))
contacts = Contact.objects.filter(
Q(assigned_to__in=[request.user]) | Q(created_by=request.user))
users = []
if request.user.role == 'ADMIN' or request.user.is_superuser:
users = User.objects.filter(is_active=True).order_by('email')
elif request.user.google.all():
users = []
else:
users = User.objects.filter(role='ADMIN').order_by('email')
kwargs_data = {
"assigned_to": users,
"account": accounts,
"contacts": contacts
}
cur = Currency.objects.values_list('currency_settings', flat=True).first()
print(cur, "************")
if request.POST:
s = request.POST.get("closed_on")
print('ssssssssssss', s)
p = datetime.strptime(s, "%d-%m-%Y").strftime("%Y-%m-%d")
print('pppppppppp', p)
form = OpportunityForm(request.POST, request.FILES, **kwargs_data)
if form.is_valid():
opportunity_obj = form.save(commit=False)
opportunity_obj.closed_on = p
opportunity_obj.created_by = request.user
if request.POST.get('stage') in ['CLOSED WON', 'CLOSED LOST']:
opportunity_obj.closed_by = request.user
opportunity_obj.save()
if request.POST.getlist('assigned_to', []):
opportunity_obj.assigned_to.add(
*request.POST.getlist('assigned_to'))
# assigned_to_list = request.POST.getlist('assigned_to')
# current_site = get_current_site(request)
# recipients = assigned_to_list
# send_email_to_assigned_user.delay(recipients, opportunity_obj.id, domain=current_site.domain,
# protocol=request.scheme)
# for assigned_to_user in assigned_to_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to opportunity.'
# message = render_to_string(
# 'assigned_to/opportunity_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'opportunity': opportunity_obj
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
if request.POST.getlist('teams', []):
user_ids = Teams.objects.filter(
id__in=request.POST.getlist('teams')).values_list(
'users', flat=True)
assinged_to_users_ids = opportunity_obj.assigned_to.all(
).values_list('id', flat=True)
for user_id in user_ids:
if user_id not in assinged_to_users_ids:
opportunity_obj.assigned_to.add(user_id)
if request.POST.getlist('teams', []):
opportunity_obj.teams.add(*request.POST.getlist('teams'))
current_site = get_current_site(request)
recipients = list(opportunity_obj.assigned_to.all().values_list(
'id', flat=True))
send_email_to_assigned_user.delay(recipients,
opportunity_obj.id,
domain=current_site.domain,
protocol=request.scheme)
if request.POST.getlist('contacts', []):
opportunity_obj.contacts.add(*request.POST.getlist('contacts'))
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t.lower())
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t.lower())
opportunity_obj.tags.add(tag)
if request.FILES.get('oppurtunity_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'oppurtunity_attachment').name
attachment.opportunity = opportunity_obj
attachment.attachment = request.FILES.get(
'oppurtunity_attachment')
attachment.save()
success_url = reverse('opportunities:list')
if request.POST.get("savenewform"):
success_url = reverse("opportunities:save")
if request.POST.get('from_account'):
from_account = request.POST.get('from_account')
success_url = reverse("accounts:view_account",
kwargs={'pk': from_account})
# print(success_url)
return JsonResponse({'error': False, 'success_url': success_url})
return JsonResponse({'error': True, 'errors': form.errors})
context = {}
context["opportunity_form"] = OpportunityForm(**kwargs_data)
context["accounts"] = accounts
if request.GET.get('view_account'):
context['account'] = get_object_or_404(
Account, id=request.GET.get('view_account'))
context["contacts"] = contacts
context["users"] = kwargs_data['assigned_to']
context["currencies"] = CURRENCY_CODES
context["cur"] = cur
context["stages"] = STAGES
context["sources"] = SOURCES
context["teams"] = Teams.objects.all()
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i
]
context["contacts_list"] = [
int(i) for i in request.POST.getlist('contacts', []) if i
]
return render(request, "create_opportunity.html", context)
