def post(self, request, *args, **kwargs):
self.object = self.get_object()
address_obj = self.object.address
form = self.get_form()
address_form = BillingAddressForm(request.POST, instance=address_obj)
if request.method=="POST":
m_email=request.POST.getlist('context')
rate=request.POST.get('defaultSelected')
fn=request.POST.get('first_name')
if form.is_valid() and address_form.is_valid():
addres_obj = address_form.save()
contact_obj = form.save(commit=False)
contact_obj.address = addres_obj
print('****0000',rate)
s=int(rate)
print('**********',m_email[s])
contact_obj.save()
if Contact.objects.filter(first_name=fn).exists():
v=Contact.objects.filter(first_name=fn).update(email=m_email[s])
ids=self.object.id
print('^&*(',ids)
dels=Multimail.objects.filter(category_id=ids).delete()
for m in m_email:
print('87777777',m)
if m != "":
print("email is there")
mmail=Multimail.objects.create(email=m,category_id=ids)
else:
print("email is not there")
else:
print('no')
return self.form_valid(form)
return self.form_invalid(form)
def get_context_data(self, **kwargs):
context = super(UpdateLeadView, self).get_context_data(**kwargs)
context["lead_obj"] = self.object
context["address_obj"] = self.object.address
context["lead_form"] = context["form"]
context["teams"] = Team.objects.all()
context["accounts"] = Account.objects.all()
context["users"] = self.users
context["countries"] = COUNTRIES
context["status"] = LEAD_STATUS
context["source"] = LEAD_SOURCE
context["error"] = self.error
context["assignedto_list"] = [
int(i) for i in self.request.POST.getlist('assigned_to', []) if i
]
context["teams_list"] = [
int(i) for i in self.request.POST.getlist('teams', []) if i
]
if "address_form" in kwargs:
context["address_form"] = kwargs["address_form"]
else:
if self.request.POST:
context["address_form"] = BillingAddressForm(
self.request.POST, instance=context["address_obj"])
else:
context["address_form"] = BillingAddressForm(
instance=context["address_obj"])
return context
def get_context_data(self, **kwargs):
context = super(UpdateContactView, self).get_context_data(**kwargs)
context["contact_obj"] = self.object
user_assgn_list = [
assigned_to.id
for assigned_to in context["contact_obj"].assigned_to.all()
]
if self.request.user == context['contact_obj'].created_by:
user_assgn_list.append(self.request.user.id)
if (self.request.user.role != "ADMIN"
and not self.request.user.is_superuser):
if self.request.user.id not in user_assgn_list:
raise PermissionDenied
context["address_obj"] = self.object.address
context["contact_form"] = context["form"]
context["users"] = self.users
context["countries"] = COUNTRIES
context["teams"] = Teams.objects.all()
context["assignedto_list"] = [
int(i) for i in self.request.POST.getlist('assigned_to', []) if i
]
if "address_form" in kwargs:
context["address_form"] = kwargs["address_form"]
else:
if self.request.POST:
context["address_form"] = BillingAddressForm(
self.request.POST, instance=context["address_obj"])
else:
context["address_form"] = BillingAddressForm(
instance=context["address_obj"])
return context
def get_context_data(self, **kwargs):
context = super(UpdateContactView, self).get_context_data(**kwargs)
context["contact_obj"] = self.object
context["address_obj"] = self.object.address
context["contact_form"] = context["form"]
context["teams"] = Team.objects.all()
context["accounts"] = self.accounts
if self.request.GET.get('view_account'):
context['account'] = get_object_or_404(
Account, id=self.request.GET.get('view_account'))
context["users"] = self.users
context["countries"] = COUNTRIES
context["assignedto_list"] = [
int(i) for i in self.request.POST.getlist('assigned_to', []) if i]
context["teams_list"] = [
int(i) for i in self.request.POST.getlist('teams', []) if i]
if "address_form" in kwargs:
context["address_form"] = kwargs["address_form"]
else:
if self.request.POST:
context["address_form"] = BillingAddressForm(
self.request.POST, instance=context["address_obj"])
else:
context["address_form"] = BillingAddressForm(
instance=context["address_obj"])
return context
def get_context_data(self, **kwargs):
context = super(AccountUpdateView, self).get_context_data(**kwargs)
context["account_obj"] = self.object
context["billing_obj"] = self.object.billing_address
context["shipping_obj"] = self.object.shipping_address
context["account_form"] = context["form"]
context["users"] = self.users
context["industries"] = INDCHOICES
context["countries"] = COUNTRIES
context["teams"] = Team.objects.all()
if "billing_form" in kwargs and "shipping_form" in kwargs:
context["billing_form"] = kwargs["billing_form"]
context["shipping_form"] = kwargs["shipping_form"]
else:
if self.request.POST:
context["billing_form"] = BillingAddressForm(
self.request.POST, instance=self.object.billing_address)
context["shipping_form"] = ShippingAddressForm(
self.request.POST,
instance=self.object.shipping_address,
prefix='ship')
else:
context["billing_form"] = BillingAddressForm(
instance=self.object.billing_address)
context["shipping_form"] = ShippingAddressForm(
instance=self.object.shipping_address, prefix='ship')
context["assignedto_list"] = [
int(i) for i in self.request.POST.getlist('assigned_to', []) if i
]
context["teams_list"] = [
int(i) for i in self.request.POST.getlist('teams', []) if i
]
return context
def post(self, request, *args, **kwargs):
self.object = None
form = self.get_form()
address_form = BillingAddressForm(request.POST)
if form.is_valid() and address_form.is_valid():
return self.form_valid(form, address_form)
else:
return self.form_invalid(form, address_form)
def post(self, request, *args, **kwargs):
self.object = self.get_object()
address_obj = self.object.address
form = self.get_form()
address_form = BillingAddressForm(request.POST, instance=address_obj)
if form.is_valid() and address_form.is_valid():
return self.form_valid(form, address_form)
else:
return self.form_invalid(form, address_form)
def post(self, request, *args, **kwargs):
self.object = None
form = self.get_form()
billing_form = BillingAddressForm(request.POST)
shipping_form = ShippingAddressForm(request.POST, prefix='ship')
if form.is_valid() and billing_form.is_valid() and shipping_form.is_valid():
return self.form_valid(form, billing_form, shipping_form)
else:
return self.form_invalid(form, billing_form, shipping_form)
def post(self, request, *args, **kwargs):
self.object = self.get_object()
form = self.get_form()
billing_form = BillingAddressForm(request.POST,
instance=self.object.billing_address)
shipping_form = ShippingAddressForm(
request.POST, instance=self.object.shipping_address, prefix='ship')
if form.is_valid() and billing_form.is_valid(
) and shipping_form.is_valid():
return self.form_valid(form, billing_form, shipping_form)
return self.form_invalid(form, billing_form, shipping_form)
def get_context_data(self, **kwargs):
context = super(UpdateContactView, self).get_context_data(**kwargs)
context["contact_obj"] = self.object
user_assgn_list = [
assigned_to.id
for assigned_to in context["contact_obj"].assigned_to.all()
]
if self.request.user == context['contact_obj'].created_by:
user_assgn_list.append(self.request.user.id)
if (self.request.user.role != "ADMIN"
and not self.request.user.is_superuser):
if self.request.user.id not in user_assgn_list:
raise PermissionDenied
self.object = self.get_object()
print("id:", self.object.id)
ids = self.object.id
memail = Multimail.objects.values('email').filter(category_id=ids)
data = []
if memail.exists():
print("yes")
else:
temps = {}
cs = Contact.objects.values_list('email', flat=True).get(id=ids)
# print("no",cs)
temps['email'] = cs
data.append(temps)
for ms in memail:
temp = {}
temp['email'] = ms["email"]
data.append(temp)
print("mmm", ms["email"])
context["address_obj"] = self.object.address
context["contact_form"] = context["form"]
context["users"] = self.users
context["countries"] = COUNTRIES
context["email"] = data
context["teams"] = Teams.objects.all()
context["assignedto_list"] = [
int(i) for i in self.request.POST.getlist('assigned_to', []) if i
]
if "address_form" in kwargs:
context["address_form"] = kwargs["address_form"]
else:
if self.request.POST:
context["address_form"] = BillingAddressForm(
self.request.POST, instance=context["address_obj"])
else:
context["address_form"] = BillingAddressForm(
instance=context["address_obj"])
return context
def post(self, request, *args, **kwargs):
self.object = self.get_object()
address_obj = self.object.address
form = self.get_form()
address_form = BillingAddressForm(request.POST, instance=address_obj)
if form.is_valid() and address_form.is_valid():
addres_obj = address_form.save()
contact_obj = form.save(commit=False)
contact_obj.address = addres_obj
contact_obj.save()
return self.form_valid(form)
return self.form_invalid(form)
def post(self, request, *args, **kwargs):
self.object = self.get_object()
address_obj = self.object.address
form = self.get_form()
address_form = BillingAddressForm(request.POST, instance=address_obj)
if request.POST.get('status') == "converted":
form.fields['account_name'].required = True
else:
form.fields['account_name'].required = False
if form.is_valid() and address_form.is_valid():
return self.form_valid(form, address_form)
else:
return self.form_invalid(form, address_form)
def post(self, request, *args, **kwargs):
self.object = None
form = self.get_form()
address_form = BillingAddressForm(request.POST)
if form.is_valid() and address_form.is_valid():
address_obj = address_form.save()
contact_obj = form.save(commit=False)
contact_obj.address = address_obj
contact_obj.created_by = self.request.user
contact_obj.save()
return self.form_valid(form)
return self.form_invalid(form)
def get_context_data(self, **kwargs):
context = super(CreateContactView, self).get_context_data(**kwargs)
context["contact_form"] = context["form"]
context["users"] = self.users
context["countries"] = COUNTRIES
context["assignedto_list"] = [
int(i) for i in self.request.POST.getlist('assigned_to', []) if i]
if "address_form" in kwargs:
context["address_form"] = kwargs["address_form"]
else:
if self.request.POST:
context["address_form"] = BillingAddressForm(self.request.POST)
else:
context["address_form"] = BillingAddressForm()
return context
def form_invalid(self, form):
address_form = BillingAddressForm(self.request.POST)
if self.request.is_ajax():
return JsonResponse({'error': True, 'contact_errors': form.errors,
'address_errors': address_form.errors})
return self.render_to_response(
self.get_context_data(form=form, address_form=address_form))
def get_context_data(self, **kwargs):
context = super(CreateContactView, self).get_context_data(**kwargs)
context["TITLE"] = settings.TITLE ## Added for easilt Changeable Title
context["contact_form"] = context["form"]
context["users"] = self.users
context["countries"] = COUNTRIES
context["assignedto_list"] = [
int(i) for i in self.request.POST.getlist('assigned_to', []) if i]
if "address_form" in kwargs:
context["address_form"] = kwargs["address_form"]
else:
if self.request.POST:
context["address_form"] = BillingAddressForm(self.request.POST)
else:
context["address_form"] = BillingAddressForm()
context["teams"] = Teams.objects.all()
return context
def post(self, request, *args, **kwargs):
self.object = None
form = self.get_form()
address_form = BillingAddressForm(request.POST)
if form.is_valid() and address_form.is_valid():
address_obj = address_form.save()
contact_obj = form.save(commit=False)
contact_obj.address = address_obj
contact_obj.created_by = self.request.user
contact_obj.save()
# if self.request.GET.get('view_account', None):
# if Account.objects.filter(
# id=int(self.request.GET.get('view_account'))).exists():
# Account.objects.get(id=int(self.request.GET.get(
# 'view_account'))).contacts.add(contact_obj)
return self.form_valid(form)
return self.form_invalid(form)
def post(self, request, *args, **kwargs):
self.object = None
form = self.get_form()
address_form = BillingAddressForm(request.POST)
if request.method == "POST":
m_email = request.POST.getlist('context')
rate = request.POST.get('defaultSelected')
fn = request.POST.get('first_name')
if form.is_valid() and address_form.is_valid():
address_obj = address_form.save()
contact_obj = form.save(commit=False)
contact_obj.address = address_obj
contact_obj.created_by = self.request.user
print('****0000', rate)
s = int(rate)
print('**********', m_email[s])
contact_obj.save()
if Contact.objects.filter(first_name=fn).exists():
v = Contact.objects.filter(first_name=fn).update(
email=m_email[s])
lid = Contact.objects.values_list('id', flat=True).latest('id')
print("lid:", lid)
# ids=Contact.objects.values_list('id',flat=True).get(id=lid)
# print('^&*(',ids)
for m in m_email:
print('87777777', m)
if m != "":
print("email is there")
mmail = Multimail.objects.create(email=m,
category_id=lid)
else:
print("email is not there")
else:
print('no')
if self.request.GET.get('view_account', None):
if Account.objects.filter(
id=int(self.request.GET.get('view_account'))).exists():
Account.objects.get(
id=int(self.request.GET.get(
'view_account'))).contacts.add(contact_obj)
return self.form_valid(form)
return self.form_invalid(form)
def form_invalid(self, form):
address_obj = self.object.address
address_form = BillingAddressForm(self.request.POST,
instance=address_obj)
if self.request.is_ajax():
return JsonResponse({
"error": True,
"contact_errors": form.errors,
"address_errors": address_form.errors,
})
return self.render_to_response(
self.get_context_data(form=form, address_form=address_form))
def add_contact(request):
#organization = Organization.objects.filter()
users = User.objects.filter(is_active=True).order_by('email')
form = ContactForm(assigned_to=users)
#form = ContactForm(assigned_to=users, orgnization=organization)
address_form = BillingAddressForm()
teams = Team.objects.all()
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
if request.method == 'POST':
form = ContactForm(request.POST, assigned_to=users)
#form = ContactForm(request.POST, assigned_to=users, orgnization=organization)
address_form = BillingAddressForm(request.POST)
if form.is_valid() and address_form.is_valid():
address_obj = address_form.save()
contact_obj = form.save(commit=False)
contact_obj.address = address_obj
contact_obj.created_by = request.user
contact_obj.save()
contact_obj.assigned_to.add(*assignedto_list)
contact_obj.teams.add(*teams_list)
if request.is_ajax():
return JsonResponse({'error': False})
if request.POST.get("savenewform"):
return HttpResponseRedirect(reverse("contacts:add_contact"))
else:
return HttpResponseRedirect(reverse('contacts:list'))
else:
if request.is_ajax():
return JsonResponse({
'error': True,
'contact_errors': form.errors
})
return render(
request,
'contacts/create_contact.html',
{
'contact_form': form,
'address_form': address_form,
#'organization': organization,
'countries': COUNTRIES,
'teams': teams,
'users': users,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
else:
return render(
request,
'contacts/create_contact.html',
{
'contact_form': form,
'address_form': address_form,
#'organization': organization,
'countries': COUNTRIES,
'teams': teams,
'users': users,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
def add_lead(request):
accounts = Account.objects.all()
users = User.objects.filter(is_active=True).order_by('email')
teams = Team.objects.all()
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
lead_account = request.POST.get('account_name')
lead_email = request.POST.get('email')
lead_phone = request.POST.get('phone')
form = LeadForm(assigned_to=users)
address_form = BillingAddressForm()
if request.method == 'POST':
form = LeadForm(request.POST, assigned_to=users)
address_form = BillingAddressForm(request.POST)
if form.is_valid() and address_form.is_valid():
lead_obj = form.save(commit=False)
address_object = address_form.save()
lead_obj.address = address_object
lead_obj.created_by = request.user
lead_obj.save()
lead_obj.assigned_to.add(*assignedto_list)
lead_obj.teams.add(*teams_list)
if request.POST.get('status') == "converted":
Account.objects.create(created_by=request.user,
name=lead_account,
email=lead_email,
phone=lead_phone)
if request.POST.get("savenewform"):
return HttpResponseRedirect(reverse("leads:add_lead"))
else:
return HttpResponseRedirect(reverse('leads:list'))
else:
return render(
request, 'leads/create_lead.html', {
'lead_form': form,
'address_form': address_form,
'accounts': accounts,
'countries': COUNTRIES,
'teams': teams,
'users': users,
'status': LEAD_STATUS,
'source': LEAD_SOURCE,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
else:
return render(
request, 'leads/create_lead.html', {
'lead_form': form,
'address_form': address_form,
'accounts': accounts,
'countries': COUNTRIES,
'teams': teams,
'users': users,
'status': LEAD_STATUS,
'source': LEAD_SOURCE,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
def edit_organization(request, pk):
org_obj = get_object_or_404(Organization, id=pk)
address_obj = get_object_or_404(Address, id=org_obj.address.id)
users = User.objects.filter(is_active=True).order_by('email')
form = OrganizationForm(instance=org_obj, assigned_to=users)
address_form = BillingAddressForm(instance=address_obj)
teams = Team.objects.all()
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
if request.method == 'POST':
form = OrganizationForm(request.POST,
instance=org_obj,
assigned_to=users)
address_form = BillingAddressForm(request.POST, instance=address_obj)
if form.is_valid() and address_form.is_valid():
address_obj = address_form.save()
org_obj = form.save(commit=False)
org_obj.address = address_obj
org_obj.created_by = request.user
if request.POST.get('stage') in ['CLOSED WON', 'CLOSED LOST']:
org_obj.closed_by = request.user
org_obj.save()
org_obj.assigned_to.clear()
org_obj.assigned_to.add(*assignedto_list)
org_obj.teams.clear()
org_obj.teams.add(*teams_list)
if request.is_ajax():
return JsonResponse({'error': False})
return HttpResponseRedirect(reverse('organizations:list'))
else:
if request.is_ajax():
return JsonResponse({
'error': True,
'organization_errors': form.errors
})
return render(
request, 'organizations/create_organization.html', {
'organization_form': form,
'address_form': address_form,
'org_obj': org_obj,
'teams': teams,
'users': users,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
else:
return render(
request, 'organizations/create_organization.html', {
'organization_form': form,
'address_form': address_form,
'org_obj': org_obj,
'teams': teams,
'users': users,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
def edit_contact(request, pk):
contact_obj = get_object_or_404(Contact, id=pk)
address_obj = get_object_or_404(Address, id=contact_obj.address.id)
organizations = Organization.objects.all()
users = User.objects.filter(is_active=True).order_by('email')
# form = ContactForm(instance=contact_obj, assigned_to=users)
form = ContactForm(instance=contact_obj, assigned_to=users, organization=organizations)
address_form = BillingAddressForm(instance=address_obj)
teams = Team.objects.all()
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
if request.method == 'POST':
form = ContactForm(request.POST, instance=contact_obj, assigned_to=users, organization=organizations)
#form = ContactForm(request.POST, instance=contact_obj, assigned_to=users, organization=organization)
address_form = BillingAddressForm(request.POST, instance=address_obj)
if form.is_valid() and address_form.is_valid():
addres_obj = address_form.save()
contact_obj = form.save(commit=False)
contact_obj.address = addres_obj
contact_obj.created_by = request.user
contact_obj.save()
contact_obj.assigned_to.clear()
contact_obj.assigned_to.add(*assignedto_list)
contact_obj.teams.clear()
contact_obj.teams.add(*teams_list)
if request.is_ajax():
return JsonResponse({'error': False})
return HttpResponseRedirect(reverse('contacts:list'))
else:
if request.is_ajax():
return JsonResponse({'error': True, 'contact_errors': form.errors})
return render(request, 'crm/contacts/create_contact.html', {
'contact_form': form,
'address_form': address_form,
'contact_obj': contact_obj,
'organizations': organizations,
'countries': COUNTRIES,
'teams': teams,
'users': users,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
else:
return render(request, 'crm/contacts/create_contact.html', {
'contact_form': form,
'address_form': address_form,
'contact_obj': contact_obj,
'address_obj': address_obj,
'organizations': organizations,
'countries': COUNTRIES,
'teams': teams,
'users': users,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
def add_account(request):
users = User.objects.filter(is_active=True).order_by('email')
account_form = AccountForm(assigned_to=users)
billing_form = BillingAddressForm()
shipping_form = ShippingAddressForm(prefix='ship')
teams = Team.objects.all()
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
if request.method == 'POST':
account_form = AccountForm(request.POST, assigned_to=users)
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()
account_object.assigned_to.add(*assignedto_list)
account_object.teams.add(*teams_list)
if request.POST.get("savenewform"):
return redirect("accounts:new_account")
else:
return redirect("accounts:list")
else:
return render(
request, 'accounts/create_account.html', {
'account_form': account_form,
'billing_form': billing_form,
'shipping_form': shipping_form,
'industries': INDCHOICES,
'countries': COUNTRIES,
'users': users,
'teams': teams,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
else:
return render(
request, 'accounts/create_account.html', {
'account_form': account_form,
'billing_form': billing_form,
'shipping_form': shipping_form,
'industries': INDCHOICES,
'countries': COUNTRIES,
'users': users,
'teams': teams,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
def add_organization(request):
users = User.objects.filter(is_active=True).order_by('email')
form = OrganizationForm(assigned_to=users)
address_form = BillingAddressForm()
teams = Team.objects.all()
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
if request.method == 'POST':
form = OrganizationForm(request.POST, assigned_to=users)
address_form = BillingAddressForm(request.POST)
if form.is_valid() and address_form.is_valid():
address_obj = address_form.save()
org_obj = form.save(commit=False)
org_obj.address = address_obj
org_obj.created_by = request.user
org_obj.save()
org_obj.assigned_to.add(*assignedto_list)
org_obj.teams.add(*teams_list)
if request.is_ajax():
return JsonResponse({'error': False})
if request.POST.get("savenewform"):
return HttpResponseRedirect(
reverse("organizations:add_organization"))
else:
return HttpResponseRedirect(reverse('organizations:list'))
else:
if request.is_ajax():
return JsonResponse({
'error': True,
'organization_errors': form.errors
})
return render(
request, 'organizations/create_organization.html', {
'organization_form': form,
'address_form': address_form,
'users': users,
'status': LEAD_STATUS,
'source': LEAD_SOURCE,
'teams': teams,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
else:
return render(
request, 'organizations/create_organization.html', {
'organization_form': form,
'address_form': address_form,
'users': users,
'status': LEAD_STATUS,
'source': LEAD_SOURCE,
'teams': teams,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
def post(self, request, *args, **kwargs):
self.object = None
form = self.get_form()
billing_form = BillingAddressForm(request.POST)
shipping_form = ShippingAddressForm(request.POST, prefix='ship')
if form.is_valid(): #and billing_form.is_valid() and shipping_form.is_valid():
print("form valid")
return self.form_valid(form, billing_form, shipping_form)
else:
print("form invalid")
print(form.errors)
# for field, errors in form.errors.items:
# for error in errors:
# print(field, error)
return self.form_invalid(form, billing_form, shipping_form)
def edit_lead(request, lead_id):
lead_obj = get_object_or_404(Lead, id=lead_id)
address_obj = get_object_or_404(Address, id=lead_obj.address.id)
accounts = Account.objects.all()
users = User.objects.filter().order_by('email')
form = LeadForm(instance=lead_obj, assigned_to=users)
address_form = BillingAddressForm(instance=address_obj)
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
lead_account = request.POST.get('account_name')
lead_email = request.POST.get('email')
lead_phone = request.POST.get('phone')
teams = Team.objects.all()
if request.method == 'POST':
form = LeadForm(request.POST, instance=lead_obj, assigned_to=users)
address_form = BillingAddressForm(request.POST, instance=address_obj)
if request.POST.get('status') == "converted":
form.fields['account_name'].required = True
else:
form.fields['account_name'].required = False
if form.is_valid() and address_form.is_valid():
dis_address_obj = address_form.save()
lead_obj = form.save(commit=False)
lead_obj.address = dis_address_obj
lead_obj.created_by = request.user
lead_obj.save()
lead_obj.assigned_to.clear()
lead_obj.assigned_to.add(*assignedto_list)
lead_obj.teams.clear()
lead_obj.teams.add(*teams_list)
if request.POST.get('status') == "converted":
Account.objects.create(
created_by=request.user, name=lead_account,
email=lead_email, phone=lead_phone
)
return HttpResponseRedirect(reverse('leads:list'))
else:
return render(request, 'leads/create_lead.html', {
'lead_obj': lead_obj,
'lead_form': form,
'address_form': address_form,
'accounts': accounts, 'countries': COUNTRIES,
'teams': teams, 'users': users,
'status': LEAD_STATUS, 'source': LEAD_SOURCE,
'assignedto_list': assignedto_list, 'teams_list': teams_list})
else:
return render(request, 'leads/create_lead.html', {
'lead_form': form, 'address_form': address_form,
'lead_obj': lead_obj, 'address_obj': address_obj,
'accounts': accounts, 'countries': COUNTRIES, 'teams': teams,
'users': users, 'status': LEAD_STATUS, 'source': LEAD_SOURCE,
'assignedto_list': assignedto_list, 'teams_list': teams_list})
def add_org(request):
accounts = Account.objects.all()
users = User.objects.filter(is_active=True).order_by('email')
#teams = Team.objects.all()
assignedto_list = request.POST.getlist('assigned_to')
#teams_list = request.POST.getlist('teams')
org_account = request.POST.get('account_name')
org_email = request.POST.get('email')
org_phone = request.POST.get('phone')
form = OrganizationForm(assigned_to=users)
address_form = BillingAddressForm()
if request.method == 'POST':
form = OrganizationsForm(request.POST, assigned_to=users)
address_form = BillingAddressForm(request.POST)
if address_form.is_valid():
org_obj = form.save(commit=False)
address_object = address_form.save()
org_obj.address = address_object
org_obj.created_by = request.user
org_obj.save()
org_obj.assigned_to.add(*assignedto_list)
#lead_obj.teams.add(*teams_list)
if request.POST.get('status') == "converted":
Account.objects.create(created_by=request.user,
name=org_account,
email=org_email,
phone=org_phone)
if request.POST.get("savenewform"):
return HttpResponseRedirect(reverse("organizations:add_org"))
else:
return HttpResponseRedirect(reverse('organizations:list'))
else:
return render(
request, 'organizations/create_org.html', {
'org_form': form,
'address_form': address_form,
'accounts': accounts,
'users': users,
'status': LEAD_STATUS,
'source': LEAD_SOURCE,
'assignedto_list': assignedto_list
})
else:
return render(
request, 'organizations/create_org.html', {
'org_form': form,
'address_form': address_form,
'accounts': accounts,
'users': users,
'status': LEAD_STATUS,
'source': LEAD_SOURCE
})
def edit_account(request, edid):
account_instance = get_object_or_404(Account, id=edid)
account_billing_address = account_instance.billing_address
account_shipping_address = account_instance.shipping_address
users = User.objects.filter(is_active=True).order_by('email')
account_form = AccountForm(instance=account_instance, assigned_to=users)
billing_form = BillingAddressForm(instance=account_billing_address)
shipping_form = ShippingAddressForm(prefix='ship',
instance=account_shipping_address)
teams = Team.objects.all()
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
if request.method == 'POST':
account_form = AccountForm(request.POST,
instance=account_instance,
assigned_to=users)
billing_form = BillingAddressForm(request.POST,
instance=account_billing_address)
shipping_form = ShippingAddressForm(request.POST,
instance=account_shipping_address,
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()
account_object.assigned_to.clear()
account_object.assigned_to.add(*assignedto_list)
account_object.teams.clear()
account_object.teams.add(*teams_list)
return redirect("accounts:list")
else:
return render(
request, 'create_account.html', {
'account_form':
account_form,
'billing_form':
billing_form,
'shipping_form':
shipping_form,
'account_obj':
account_instance,
'billing_obj':
account_billing_address,
'shipping_obj':
account_shipping_address,
'countries':
COUNTRIES,
'industries':
INDCHOICES,
'teams':
teams,
'users':
users,
'assignedto_list':
[int(user_id) for user_id in assignedto_list],
'teams_list':
teams_list
})
else:
return render(
request, 'create_account.html', {
'account_form': account_form,
'billing_form': billing_form,
'shipping_form': shipping_form,
'account_obj': account_instance,
'billing_obj': account_billing_address,
'shipping_obj': account_shipping_address,
'countries': COUNTRIES,
'industries': INDCHOICES,
'teams': teams,
'users': users,
'assignedto_list': assignedto_list,
'teams_list': teams_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
})
