def create_subtype(atype, pk, name):
create_if_needed(
ActivitySubType,
{'pk': pk},
name=name,
type=atype,
is_custom=False,
)
def create_status(pk, name):
create_if_needed(
Status,
{'pk': pk},
name=name,
description=name,
is_custom=False,
)
def test_create_if_needed(self):
title = 'Mister'
pk = 1024
self.assertFalse(FakeCivility.objects.filter(pk=pk).exists())
civ = create_if_needed(FakeCivility, {'pk': pk}, title=title)
self.assertIsInstance(civ, FakeCivility)
self.assertEqual(pk, civ.pk)
self.assertEqual(title, civ.title)
civ = self.get_object_or_fail(FakeCivility, pk=pk) # Check has been saved
self.assertEqual(title, civ.title)
civ = create_if_needed(FakeCivility, {'pk': pk}, title=title + '2')
self.assertEqual(title, civ.title)
def populate(self):
already_populated = UserMessagePriority.objects.filter(
pk=PRIO_IMP_PK).exists()
for pk, title in USERMESSAGE_PRIORITIES.items():
create_if_needed(UserMessagePriority, {'pk': pk},
title=str(title),
is_custom=False)
SettingValue.objects.get_or_create(key_id=todo_reminder_key.id,
defaults={'value': 9})
Job.objects.get_or_create(
type_id=usermessages_send_type.id,
defaults={
'language': settings.LANGUAGE_CODE,
'status': Job.STATUS_OK,
},
)
if not already_populated:
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.create_if_needed(brick_id=TodosBrick.id_,
order=100,
zone=RIGHT)
BrickDetailviewLocation.create_if_needed(brick_id=MemosBrick.id_,
order=200,
zone=RIGHT)
BrickDetailviewLocation.create_if_needed(brick_id=AlertsBrick.id_,
order=300,
zone=RIGHT)
BrickDetailviewLocation.create_if_needed(
brick_id=UserMessagesBrick.id_, order=400, zone=RIGHT)
# BlockPortalLocation.create_or_update(brick_id=MemosBrick.id_, order=100)
# BlockPortalLocation.create_or_update(brick_id=AlertsBrick.id_, order=200)
# BlockPortalLocation.create_or_update(brick_id=UserMessagesBrick.id_, order=300)
# BlockPortalLocation.create_or_update(app_name='creme_core', brick_id=MemosBrick.id_, order=100)
# BlockPortalLocation.create_or_update(app_name='creme_core', brick_id=AlertsBrick.id_, order=200)
# BlockPortalLocation.create_or_update(app_name='creme_core', brick_id=UserMessagesBrick.id_, order=300)
BrickHomeLocation.objects.create(brick_id=MemosBrick.id_,
order=100)
BrickHomeLocation.objects.create(brick_id=AlertsBrick.id_,
order=200)
BrickHomeLocation.objects.create(brick_id=UserMessagesBrick.id_,
order=300)
def populate(self):
already_populated = UserMessagePriority.objects.filter(
pk=PRIO_IMP_PK).exists()
for pk, title in USERMESSAGE_PRIORITIES.items():
create_if_needed(
UserMessagePriority,
{'pk': pk},
title=str(title),
is_custom=False,
)
SettingValue.objects.get_or_create(
key_id=todo_reminder_key.id,
defaults={'value': 9},
)
Job.objects.get_or_create(
type_id=usermessages_send_type.id,
defaults={
'language': settings.LANGUAGE_CODE,
'status': Job.STATUS_OK,
},
)
if not already_populated:
create_bdl = partial(
BrickDetailviewLocation.objects.create_if_needed,
zone=BrickDetailviewLocation.RIGHT,
)
create_bdl(brick=TodosBrick, order=100)
create_bdl(brick=MemosBrick, order=200)
create_bdl(brick=AlertsBrick, order=300)
create_bdl(brick=UserMessagesBrick, order=400)
create_bhl = BrickHomeLocation.objects.create
create_bhl(brick_id=MemosBrick.id_, order=100)
create_bhl(brick_id=AlertsBrick.id_, order=200)
create_bhl(brick_id=UserMessagesBrick.id_, order=300)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_IS_INVITED_TO, ).exists()
Event = get_event_model()
Contact = get_contact_model()
Opportunity = get_opportunity_model()
create_rtype = RelationType.create
create_rtype(
(constants.REL_SUB_IS_INVITED_TO, _('is invited to the event'),
[Contact]),
(constants.REL_OBJ_IS_INVITED_TO, _('has invited'), [Event]),
is_internal=True,
)
create_rtype(
(
constants.REL_SUB_ACCEPTED_INVITATION,
_('accepted the invitation to the event'),
[Contact],
),
(
constants.REL_OBJ_ACCEPTED_INVITATION,
_('prepares to receive'),
[Event],
),
is_internal=True,
)
create_rtype(
(
constants.REL_SUB_REFUSED_INVITATION,
_('refused the invitation to the event'),
[Contact],
),
(
constants.REL_OBJ_REFUSED_INVITATION,
_('do not prepare to receive any more'),
[Event],
),
is_internal=True,
)
create_rtype(
(constants.REL_SUB_CAME_EVENT, _('came to the event'), [Contact]),
(constants.REL_OBJ_CAME_EVENT, _('received'), [Event]),
is_internal=True,
)
create_rtype(
(constants.REL_SUB_NOT_CAME_EVENT, _('did not come to the event'),
[Contact]),
(constants.REL_OBJ_NOT_CAME_EVENT, _('did not receive'), [Event]),
is_internal=True,
)
create_rtype(
(
constants.REL_SUB_GEN_BY_EVENT,
_('generated by the event'),
[Opportunity],
),
(
constants.REL_OBJ_GEN_BY_EVENT,
_('(event) has generated the opportunity'),
[Event],
),
is_internal=True,
)
# ---------------------------
HeaderFilter.objects.create_if_needed(
pk=constants.DEFAULT_HFILTER_EVENT,
name=_('Event view'),
model=Event,
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'type'
}),
(EntityCellRegularField, {
'name': 'start_date'
}),
(EntityCellRegularField, {
'name': 'end_date'
}),
],
)
# ---------------------------
base_groups_desc = [
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'type'
}),
(EntityCellRegularField, {
'name': 'place'
}),
(EntityCellRegularField, {
'name': 'start_date'
}),
(EntityCellRegularField, {
'name': 'end_date'
}),
(EntityCellRegularField, {
'name': 'budget'
}),
(EntityCellRegularField, {
'name': 'final_cost'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS
},
),
],
},
{
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.EVENT_CREATION_CFORM,
groups_desc=[
*base_groups_desc,
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name': EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.EVENT_EDITION_CFORM,
groups_desc=base_groups_desc,
)
# ---------------------------
SearchConfigItem.objects.create_if_needed(
Event,
['name', 'description', 'type__name'],
)
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='events-').exists():
container = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Tools')},
defaults={'order': 100},
)[0]
MenuConfigItem.objects.create(
entry_id=EventsEntry.id,
parent=container,
order=200,
)
# ---------------------------
if not already_populated:
for i, name in enumerate(
[_('Show'),
_('Conference'),
_('Breakfast'),
_('Brunch')],
start=1,
):
create_if_needed(EventType, {'pk': i}, name=name)
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Event,
'zone': BrickDetailviewLocation.LEFT
},
data=[
{
'order': 5
}, # generic info block
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': bricks.ResultsBrick,
'order': 2,
'zone': RIGHT
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed'
' => we use the assistants blocks on detail view')
from creme.assistants import bricks as a_bricks
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Event,
'zone': RIGHT
},
data=[
{
'brick': a_bricks.TodosBrick,
'order': 100
},
{
'brick': a_bricks.MemosBrick,
'order': 200
},
{
'brick': a_bricks.AlertsBrick,
'order': 300
},
{
'brick': a_bricks.UserMessagesBrick,
'order': 400
},
])
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed
# => we use the Documents blocks on detail view')
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.create_if_needed(
brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Event,
)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_LINKED_2_TICKET).exists()
Ticket = get_ticket_model()
TicketTemplate = get_tickettemplate_model()
RelationType.create(
(constants.REL_SUB_LINKED_2_TICKET, _('is linked to the ticket')),
(constants.REL_OBJ_LINKED_2_TICKET,
_('(ticket) linked to the entity'), [Ticket]),
)
if apps.is_installed('creme.activities'):
logger.info(
'Activities app is installed => a Ticket can be the subject of an Activity'
)
from creme.activities.constants import REL_SUB_ACTIVITY_SUBJECT
RelationType.objects.get(
pk=REL_SUB_ACTIVITY_SUBJECT).add_subject_ctypes(Ticket)
# ---------------------------
for pk, name in BASE_STATUS:
create_if_needed(Status, {'pk': pk},
name=str(name),
is_custom=False,
order=pk)
# ---------------------------
create_hf = HeaderFilter.create
create_hf(
pk=constants.DEFAULT_HFILTER_TICKET,
model=Ticket,
name=_('Ticket view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'number'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'priority'
}),
(EntityCellRegularField, {
'name': 'criticity'
}),
(EntityCellRegularField, {
'name': 'closing_date'
}),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_TTEMPLATE,
model=TicketTemplate,
name=_('Ticket template view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'priority'
}),
(EntityCellRegularField, {
'name': 'criticity'
}),
],
)
# ---------------------------
SearchConfigItem.create_if_needed(Ticket, [
'title',
'number',
'description',
'status__name',
'priority__name',
'criticity__name',
])
# ---------------------------
if not already_populated:
for i, name in enumerate(
[_('Low'),
_('Normal'),
_('High'),
_('Urgent'),
_('Blocking')],
start=1):
create_if_needed(Priority, {'pk': i}, name=name, order=i)
for i, name in enumerate([
_('Minor'),
_('Major'),
_('Feature'),
_('Critical'),
_('Enhancement'),
_('Error')
],
start=1):
create_if_needed(Criticity, {'pk': i}, name=name, order=i)
# ---------------------------
rbi = RelationBrickItem.objects.create_if_needed(
constants.REL_OBJ_LINKED_2_TICKET)
create_bdl = partial(
BrickDetailviewLocation.objects.create_if_needed, model=Ticket)
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.create_for_model_brick(
order=5, zone=LEFT, model=Ticket)
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT)
create_bdl(brick=core_bricks.PropertiesBrick, order=450, zone=LEFT)
create_bdl(brick=core_bricks.RelationsBrick, order=500, zone=LEFT)
create_bdl(brick=rbi.brick_id, order=1, zone=RIGHT)
create_bdl(brick=core_bricks.HistoryBrick, order=20, zone=RIGHT)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed => we use the assistants blocks on detail view'
)
from creme.assistants import bricks as a_bricks
create_bdl(brick=a_bricks.TodosBrick, order=100, zone=RIGHT)
create_bdl(brick=a_bricks.MemosBrick, order=200, zone=RIGHT)
create_bdl(brick=a_bricks.AlertsBrick, order=300, zone=RIGHT)
create_bdl(brick=a_bricks.UserMessagesBrick,
order=400,
zone=RIGHT)
if apps.is_installed('creme.documents'):
# logger.info("Documents app is installed => we use the documents block on Ticket's detail views")
from creme.documents.bricks import LinkedDocsBrick
create_bdl(brick=LinkedDocsBrick, order=600, zone=RIGHT)
# ---------------------------
if apps.is_installed('creme.persons'):
try:
from creme.persons import get_contact_model, get_organisation_model
except ImportError as e:
logger.info(str(e))
else:
from creme.tickets.buttons import Linked2TicketButton
create_bmi = ButtonMenuItem.create_if_needed
create_bmi(pk='tickets-linked_contact_button',
model=get_contact_model(),
button=Linked2TicketButton,
order=50)
create_bmi(pk='tickets-linked_orga_button',
model=get_organisation_model(),
button=Linked2TicketButton,
order=50)
logger.info(
"'Persons' app is installed => add button 'Linked to a ticket' to Contact & Organisation"
)
def populate(self):
already_populated = RelationType.objects.filter(pk=constants.REL_SUB_IS_INVITED_TO).exists()
Event = get_event_model()
Contact = get_contact_model()
Opportunity = get_opportunity_model()
create_rtype = RelationType.create
create_rtype((constants.REL_SUB_IS_INVITED_TO, _(u'is invited to the event'), [Contact]),
(constants.REL_OBJ_IS_INVITED_TO, _(u'has invited'), [Event]),
is_internal=True,
)
create_rtype((constants.REL_SUB_ACCEPTED_INVITATION, _(u'accepted the invitation to the event'), [Contact]),
(constants.REL_OBJ_ACCEPTED_INVITATION, _(u'prepares to receive'), [Event]),
is_internal=True,
)
create_rtype((constants.REL_SUB_REFUSED_INVITATION, _(u'refused the invitation to the event'), [Contact]),
(constants.REL_OBJ_REFUSED_INVITATION, _(u'do not prepare to receive any more'), [Event]),
is_internal=True,
)
create_rtype((constants.REL_SUB_CAME_EVENT, _(u'came to the event'), [Contact]),
(constants.REL_OBJ_CAME_EVENT, _(u'received'), [Event]),
is_internal=True,
)
create_rtype((constants.REL_SUB_NOT_CAME_EVENT, _(u'did not come to the event'), [Contact]),
(constants.REL_OBJ_NOT_CAME_EVENT, _(u'did not receive'), [Event]),
is_internal=True,
)
create_rtype((constants.REL_SUB_GEN_BY_EVENT, _(u'generated by the event'), [Opportunity]),
(constants.REL_OBJ_GEN_BY_EVENT, _(u'(event) has generated the opportunity'), [Event]),
is_internal=True,
)
# ---------------------------
HeaderFilter.create(pk=constants.DEFAULT_HFILTER_EVENT, name=_(u'Event view'), model=Event,
cells_desc=[(EntityCellRegularField, {'name': 'name'}),
(EntityCellRegularField, {'name': 'type'}),
(EntityCellRegularField, {'name': 'start_date'}),
(EntityCellRegularField, {'name': 'end_date'}),
],
)
# ---------------------------
SearchConfigItem.create_if_needed(Event, ['name', 'description', 'type__name'])
# ---------------------------
if not already_populated:
for i, name in enumerate([_(u'Show'), _(u'Conference'), _(u'Breakfast'), _(u'Brunch')], start=1):
create_if_needed(EventType, {'pk': i}, name=name)
create_bdl = BrickDetailviewLocation.create_if_needed
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.create_4_model_brick( order=5, zone=LEFT, model=Event)
create_bdl(brick_id=core_bricks.CustomFieldsBrick.id_, order=40, zone=LEFT, model=Event)
create_bdl(brick_id=core_bricks.PropertiesBrick.id_, order=450, zone=LEFT, model=Event)
create_bdl(brick_id=core_bricks.RelationsBrick.id_, order=500, zone=LEFT, model=Event)
create_bdl(brick_id=bricks.ResutsBrick.id_, order=2, zone=RIGHT, model=Event)
create_bdl(brick_id=core_bricks.HistoryBrick.id_, order=20, zone=RIGHT, model=Event)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed => we use the assistants blocks on detail view')
from creme.assistants import bricks as a_bricks
create_bdl(brick_id=a_bricks.TodosBrick.id_, order=100, zone=RIGHT, model=Event)
create_bdl(brick_id=a_bricks.MemosBrick.id_, order=200, zone=RIGHT, model=Event)
create_bdl(brick_id=a_bricks.AlertsBrick.id_, order=300, zone=RIGHT, model=Event)
create_bdl(brick_id=a_bricks.UserMessagesBrick.id_, order=400, zone=RIGHT, model=Event)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed => we use the Documents blocks on detail view')
from creme.documents.bricks import LinkedDocsBrick
create_bdl(brick_id=LinkedDocsBrick.id_, order=600, zone=RIGHT, model=Event)
def populate(self):
already_populated = RelationType.objects.filter(pk=constants.REL_SUB_PROJECT_MANAGER).exists()
Contact = get_contact_model()
Activity = get_activity_model()
Project = get_project_model()
ProjectTask = get_task_model()
create_rtype = RelationType.create
create_rtype(
(constants.REL_SUB_PROJECT_MANAGER, _('is one of the leaders of this project'), [Contact]),
(constants.REL_OBJ_PROJECT_MANAGER, _('has as leader'), [Project]),
)
create_rtype(
(constants.REL_SUB_LINKED_2_PTASK, _('is related to the task of project'), [Activity]),
(constants.REL_OBJ_LINKED_2_PTASK, _('includes the activity'), [ProjectTask]),
is_internal=True,
minimal_display=(False, True),
)
create_rtype(
(constants.REL_SUB_PART_AS_RESOURCE, _('is a resource of'), [Contact]),
(constants.REL_OBJ_PART_AS_RESOURCE, _('has as a resource'), [Activity]),
is_internal=True,
)
# ---------------------------
for pk, statusdesc in constants.TASK_STATUS.items():
create_if_needed(TaskStatus, {'pk': pk}, name=str(statusdesc.name), order=pk,
description=str(statusdesc.verbose_name), is_custom=False,
)
# ---------------------------
create_hf = HeaderFilter.create
create_hf(pk=constants.DEFAULT_HFILTER_PROJECT,
model=Project,
name=_('Project view'),
cells_desc=[(EntityCellRegularField, {'name': 'name'}),
(EntityCellRegularField, {'name': 'start_date'}),
(EntityCellRegularField, {'name': 'end_date'}),
(EntityCellRegularField, {'name': 'status'}),
(EntityCellRegularField, {'name': 'description'}),
],
)
# Used in form
create_hf(pk='projects-hf_task', name=_('Task view'), model=ProjectTask,
cells_desc=[(EntityCellRegularField, {'name': 'title'}),
(EntityCellRegularField, {'name': 'description'}),
],
)
# Used in form
create_hf(pk='projects-hf_resource', name=_('Resource view'), model=Resource,
cells_desc=[(EntityCellRegularField, {'name': 'linked_contact'}),
(EntityCellRegularField, {'name': 'hourly_cost'}),
],
)
# ---------------------------
create_searchconf = SearchConfigItem.create_if_needed
create_searchconf(Project, ['name', 'description', 'status__name'])
create_searchconf(Resource, ['linked_contact__last_name', 'linked_contact__first_name', 'hourly_cost'])
create_searchconf(ProjectTask, ['linked_project__name', 'duration', 'tstatus__name'])
# ---------------------------
if not already_populated:
create_if_needed(ProjectStatus, {'pk': 1}, name=_('Invitation to tender'), order=1, description=_('Response to an invitation to tender'))
create_if_needed(ProjectStatus, {'pk': 2}, name=_('Initialization'), order=2, description=_('The project is starting'))
create_if_needed(ProjectStatus, {'pk': 3}, name=_('Preliminary phase'), order=3, description=_('The project is in the process of analysis and design'))
create_if_needed(ProjectStatus, {'pk': 4}, name=_('Achievement'), order=4, description=_('The project is being implemented'))
create_if_needed(ProjectStatus, {'pk': 5}, name=_('Tests'), order=5, description=_('The project is in the testing process (unit / integration / functional)'))
create_if_needed(ProjectStatus, {'pk': 6}, name=_('User acceptance tests'), order=6, description=_('The project is in the user acceptance testing process'))
create_if_needed(ProjectStatus, {'pk': 7}, name=_('Finished'), order=7, description=_('The project is finished'))
# ---------------------------
create_bdl = BrickDetailviewLocation.objects.create_if_needed
create_bdl_4_model = BrickDetailviewLocation.objects.create_for_model_brick
TOP = BrickDetailviewLocation.TOP
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
create_bdl(brick=bricks.ProjectTasksBrick, order=2, zone=TOP, model=Project)
create_bdl_4_model( order=5, zone=LEFT, model=Project)
create_bdl(brick=bricks.ProjectExtraInfoBrick, order=30, zone=LEFT, model=Project)
create_bdl(brick=core_bricks.CustomFieldsBrick, order=40, zone=LEFT, model=Project)
create_bdl(brick=core_bricks.PropertiesBrick, order=450, zone=LEFT, model=Project)
create_bdl(brick=core_bricks.RelationsBrick, order=500, zone=LEFT, model=Project)
create_bdl(brick=core_bricks.HistoryBrick, order=20, zone=RIGHT, model=Project)
create_bdl(brick=bricks.TaskResourcesBrick, order=2, zone=TOP, model=ProjectTask)
create_bdl(brick=bricks.TaskActivitiesBrick, order=4, zone=TOP, model=ProjectTask)
create_bdl_4_model( order=5, zone=LEFT, model=ProjectTask)
create_bdl(brick=bricks.TaskExtraInfoBrick, order=30, zone=LEFT, model=ProjectTask)
create_bdl(brick=core_bricks.CustomFieldsBrick, order=40, zone=LEFT, model=ProjectTask)
create_bdl(brick=bricks.ParentTasksBrick, order=50, zone=LEFT, model=ProjectTask)
create_bdl(brick=core_bricks.PropertiesBrick, order=450, zone=LEFT, model=ProjectTask)
create_bdl(brick=core_bricks.RelationsBrick, order=500, zone=LEFT, model=ProjectTask)
create_bdl(brick=core_bricks.HistoryBrick, order=20, zone=RIGHT, model=ProjectTask)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed => we use the assistants blocks on detail views')
from creme.assistants import bricks as a_bricks
for model in (Project, ProjectTask):
create_bdl(brick=a_bricks.TodosBrick, order=100, zone=RIGHT, model=model)
create_bdl(brick=a_bricks.MemosBrick, order=200, zone=RIGHT, model=model)
create_bdl(brick=a_bricks.AlertsBrick, order=300, zone=RIGHT, model=model)
create_bdl(brick=a_bricks.UserMessagesBrick, order=400, zone=RIGHT, model=model)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
for model in (Project, ProjectTask):
create_bdl(brick=LinkedDocsBrick, order=600, zone=RIGHT, model=model)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_BILL_ISSUED, ).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Product = products.get_product_model()
Service = products.get_service_model()
# Relationships ---------------------------
line_entities = [*lines_registry]
create_rtype = RelationType.create
create_rtype(
(constants.REL_SUB_BILL_ISSUED, _('issued by'), BILLING_MODELS),
(constants.REL_OBJ_BILL_ISSUED, _('has issued'), [Organisation]),
is_internal=True,
minimal_display=(False, True),
)
rt_sub_bill_received = create_rtype(
(constants.REL_SUB_BILL_RECEIVED, _('received by'),
BILLING_MODELS),
(constants.REL_OBJ_BILL_RECEIVED, _('has received'),
[Organisation, Contact]),
is_internal=True,
minimal_display=(False, True),
)[0]
create_rtype(
(constants.REL_SUB_HAS_LINE, _('had the line'), BILLING_MODELS),
(constants.REL_OBJ_HAS_LINE, _('is the line of'), line_entities),
is_internal=True,
minimal_display=(True, True),
)
create_rtype(
(constants.REL_SUB_LINE_RELATED_ITEM, _('has the related item'),
line_entities),
(constants.REL_OBJ_LINE_RELATED_ITEM, _('is the related item of'),
[Product, Service]),
is_internal=True,
)
create_rtype(
(
constants.REL_SUB_CREDIT_NOTE_APPLIED,
_('is used in the billing document'),
[CreditNote],
),
(
constants.REL_OBJ_CREDIT_NOTE_APPLIED,
_('uses the credit note'),
[Quote, SalesOrder, Invoice],
),
is_internal=True,
minimal_display=(True, True),
)
if apps.is_installed('creme.activities'):
logger.info(
'Activities app is installed '
'=> an Invoice/Quote/SalesOrder can be the subject of an Activity'
)
from creme.activities.constants import REL_SUB_ACTIVITY_SUBJECT
RelationType.objects.get(
pk=REL_SUB_ACTIVITY_SUBJECT, ).add_subject_ctypes(
Invoice, Quote, SalesOrder)
# Payment Terms ---------------------------
create_if_needed(
PaymentTerms,
{'pk': 1},
name=_('Deposit'),
description=_(r'20% deposit will be required'),
is_custom=False,
)
# SalesOrder Status ---------------------------
def create_order_status(pk, name, **kwargs):
create_if_needed(SalesOrderStatus, {'pk': pk}, name=name, **kwargs)
# NB: pk=1 + is_custom=False --> default status
# (used when a quote is converted in invoice for example)
create_order_status(1,
pgettext('billing-salesorder', 'Issued'),
order=1,
is_custom=False)
if not already_populated:
create_order_status(2,
pgettext('billing-salesorder', 'Accepted'),
order=3)
create_order_status(3,
pgettext('billing-salesorder', 'Rejected'),
order=4)
create_order_status(4,
pgettext('billing-salesorder', 'Created'),
order=2)
# Invoice Status ---------------------------
def create_invoice_status(pk, name, **kwargs):
create_if_needed(InvoiceStatus, {'pk': pk}, name=name, **kwargs)
create_invoice_status(
1,
pgettext('billing-invoice', 'Draft'),
order=1,
is_custom=False,
) # Default status
create_invoice_status(
2,
pgettext('billing-invoice', 'To be sent'),
order=2,
is_custom=False,
)
if not already_populated:
create_invoice_status(
3,
pgettext('billing-invoice', 'Sent'),
order=3,
pending_payment=True,
)
create_invoice_status(
4,
pgettext('billing-invoice', 'Resulted'),
order=5,
)
create_invoice_status(
5,
pgettext('billing-invoice', 'Partly resulted'),
order=4,
pending_payment=True,
)
create_invoice_status(
6,
_('Collection'),
order=7,
)
create_invoice_status(
7,
_('Resulted collection'),
order=6,
)
create_invoice_status(
8,
pgettext('billing-invoice', 'Canceled'),
order=8,
)
# CreditNote Status ---------------------------
def create_cnote_status(pk, name, **kwargs):
create_if_needed(CreditNoteStatus, {'pk': pk}, name=name, **kwargs)
create_cnote_status(1,
pgettext('billing-creditnote', 'Draft'),
order=1,
is_custom=False)
if not already_populated:
create_cnote_status(2,
pgettext('billing-creditnote', 'Issued'),
order=2)
create_cnote_status(3,
pgettext('billing-creditnote', 'Consumed'),
order=3)
create_cnote_status(4,
pgettext('billing-creditnote', 'Out of date'),
order=4)
# ---------------------------
EntityFilter.objects.smart_update_or_create(
'billing-invoices_unpaid',
name=_('Invoices unpaid'),
model=Invoice,
user='******',
conditions=[
condition_handler.RegularFieldConditionHandler.build_condition(
model=Invoice,
operator=operators.EqualsOperator,
field_name='status__pending_payment',
values=[True],
),
],
)
EntityFilter.objects.smart_update_or_create(
'billing-invoices_unpaid_late',
name=_('Invoices unpaid and late'),
model=Invoice,
user='******',
conditions=[
condition_handler.RegularFieldConditionHandler.build_condition(
model=Invoice,
operator=operators.EqualsOperator,
field_name='status__pending_payment',
values=[True],
),
condition_handler.DateRegularFieldConditionHandler.
build_condition(
model=Invoice,
field_name='expiration_date',
date_range='in_past',
),
],
)
current_year_invoice_filter = EntityFilter.objects.smart_update_or_create(
'billing-current_year_invoices',
name=_('Current year invoices'),
model=Invoice,
user='******',
conditions=[
condition_handler.DateRegularFieldConditionHandler.
build_condition(
model=Invoice,
field_name='issuing_date',
date_range='current_year',
),
],
)
current_year_unpaid_invoice_filter = EntityFilter.objects.smart_update_or_create(
'billing-current_year_unpaid_invoices',
name=_('Current year and unpaid invoices'),
model=Invoice,
user='******',
conditions=[
condition_handler.DateRegularFieldConditionHandler.
build_condition(
model=Invoice,
field_name='issuing_date',
date_range='current_year',
),
condition_handler.RegularFieldConditionHandler.build_condition(
model=Invoice,
operator=operators.EqualsOperator,
field_name='status__pending_payment',
values=[True],
),
],
)
# ---------------------------
def create_hf(hf_pk, name, model, status=True):
HeaderFilter.objects.create_if_needed(
pk=hf_pk,
name=name,
model=model,
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
EntityCellRelation(model=model,
rtype=rt_sub_bill_received),
(EntityCellRegularField, {
'name': 'number'
}),
(EntityCellRegularField, {
'name': 'status'
}) if status else None,
(EntityCellRegularField, {
'name': 'total_no_vat'
}),
(EntityCellRegularField, {
'name': 'issuing_date'
}),
(EntityCellRegularField, {
'name': 'expiration_date'
}),
],
)
create_hf(constants.DEFAULT_HFILTER_INVOICE, _('Invoice view'),
Invoice)
create_hf(constants.DEFAULT_HFILTER_QUOTE, _('Quote view'), Quote)
create_hf(constants.DEFAULT_HFILTER_ORDER, _('Sales order view'),
SalesOrder)
create_hf(constants.DEFAULT_HFILTER_CNOTE, _('Credit note view'),
CreditNote)
create_hf(
constants.DEFAULT_HFILTER_TEMPLATE,
_('Template view'),
TemplateBase,
status=False,
)
def create_hf_lines(hf_pk, name, model):
build_cell = EntityCellRegularField.build
HeaderFilter.objects.create_if_needed(
pk=hf_pk,
name=name,
model=model,
cells_desc=[
build_cell(model=model, name='on_the_fly_item'),
build_cell(model=model, name='quantity'),
build_cell(model=model, name='unit_price'),
],
)
create_hf_lines('billing-hg_product_lines', _('Product lines view'),
ProductLine)
create_hf_lines('billing-hg_service_lines', _('Service lines view'),
ServiceLine)
# ---------------------------
creation_only_groups_desc = [
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name': EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
]
def build_custom_form_items(model, creation_descriptor,
edition_descriptor, field_names):
base_groups = [
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
*((EntityCellRegularField, {
'name': fname
}) for fname in field_names),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
{
'name':
_('Organisations'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
BillingSourceSubCell(model=model).into_cell(),
BillingTargetSubCell(model=model).into_cell(),
],
},
{
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_CUSTOMFIELDS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=creation_descriptor,
groups_desc=[
*base_groups,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=edition_descriptor,
groups_desc=base_groups,
)
build_custom_form_items(
model=Invoice,
creation_descriptor=custom_forms.INVOICE_CREATION_CFORM,
edition_descriptor=custom_forms.INVOICE_EDITION_CFORM,
field_names=[
'user',
'name',
'number',
'status',
'issuing_date',
'expiration_date',
'discount',
'currency',
'comment',
'additional_info',
'payment_terms',
'payment_type',
'buyers_order_number',
],
)
build_custom_form_items(
model=Quote,
creation_descriptor=custom_forms.QUOTE_CREATION_CFORM,
edition_descriptor=custom_forms.QUOTE_EDITION_CFORM,
field_names=[
'user',
'name',
'number',
'status',
'issuing_date',
'expiration_date',
'discount',
'currency',
'comment',
'additional_info',
'payment_terms',
'acceptation_date',
],
)
build_custom_form_items(
model=SalesOrder,
creation_descriptor=custom_forms.ORDER_CREATION_CFORM,
edition_descriptor=custom_forms.ORDER_EDITION_CFORM,
field_names=[
'user',
'name',
'number',
'status',
'issuing_date',
'expiration_date',
'discount',
'currency',
'comment',
'additional_info',
'payment_terms',
],
)
build_custom_form_items(
model=CreditNote,
creation_descriptor=custom_forms.CNOTE_CREATION_CFORM,
edition_descriptor=custom_forms.CNOTE_EDITION_CFORM,
field_names=[
'user',
'name',
'number',
'status',
'issuing_date',
'expiration_date',
'discount',
'currency',
'comment',
'additional_info',
'payment_terms',
],
)
common_template_groups_desc = [
{
'name':
_('General information'),
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'number'
}),
BillingTemplateStatusSubCell(
model=TemplateBase).into_cell(),
(EntityCellRegularField, {
'name': 'issuing_date'
}),
(EntityCellRegularField, {
'name': 'expiration_date'
}),
(EntityCellRegularField, {
'name': 'discount'
}),
(EntityCellRegularField, {
'name': 'currency'
}),
(EntityCellRegularField, {
'name': 'comment'
}),
(EntityCellRegularField, {
'name': 'additional_info'
}),
(EntityCellRegularField, {
'name': 'payment_terms'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS
},
),
],
},
{
'name':
_('Organisations'),
'cells': [
BillingSourceSubCell(model=TemplateBase).into_cell(),
BillingTargetSubCell(model=TemplateBase).into_cell(),
],
},
{
'name': _('Description'),
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.BTEMPLATE_CREATION_CFORM,
groups_desc=[
*common_template_groups_desc,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.BTEMPLATE_EDITION_CFORM,
groups_desc=common_template_groups_desc,
)
# ---------------------------
get_ct = ContentType.objects.get_for_model
engine_id = ''
flavour_id = ''
if 'creme.billing.exporters.xhtml2pdf.Xhtml2pdfExportEngine' in settings.BILLING_EXPORTERS:
from creme.billing.exporters.xhtml2pdf import Xhtml2pdfExportEngine
from creme.creme_core.utils import l10n
# TODO: add the country in settings & use it...
country = l10n.FR
language = 'fr_FR'
theme = 'cappuccino'
try:
Xhtml2pdfExportEngine.FLAVOURS_INFO[country][language][theme]
except KeyError:
pass
else:
engine_id = Xhtml2pdfExportEngine.id
flavour_id = f'{country}/{language}/{theme}'
for model in (CreditNote, Invoice, Quote, SalesOrder, TemplateBase):
ExporterConfigItem.objects.get_or_create(
content_type=get_ct(model),
defaults={
'engine_id': engine_id,
'flavour_id': flavour_id,
},
)
# ---------------------------
for model in (Invoice, CreditNote, Quote, SalesOrder):
SearchConfigItem.objects.create_if_needed(
model, ['name', 'number', 'status__name'])
for model in (ProductLine, ServiceLine):
SearchConfigItem.objects.create_if_needed(model, [], disabled=True)
# ---------------------------
create_svalue = SettingValue.objects.get_or_create
create_svalue(key_id=setting_keys.payment_info_key.id,
defaults={'value': True})
create_svalue(key_id=setting_keys.button_redirection_key.id,
defaults={'value': True})
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='billing-').exists():
container = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Management')},
defaults={'order': 50},
)[0]
create_mitem = partial(MenuConfigItem.objects.create,
parent=container)
create_mitem(entry_id=menu.QuotesEntry.id, order=10)
create_mitem(entry_id=menu.InvoicesEntry.id, order=15)
create_mitem(entry_id=menu.CreditNotesEntry.id, order=50)
create_mitem(entry_id=menu.SalesOrdersEntry.id, order=55)
create_mitem(entry_id=menu.ProductLinesEntry.id, order=200)
create_mitem(entry_id=menu.ServiceLinesEntry.id, order=210)
# ---------------------------
if not already_populated:
def create_quote_status(pk, name, **kwargs):
create_if_needed(QuoteStatus, {'pk': pk}, name=name, **kwargs)
# Default status
create_quote_status(1,
pgettext('billing-quote', 'Pending'),
order=2)
create_quote_status(2,
pgettext('billing-quote', 'Accepted'),
order=3,
won=True)
create_quote_status(3,
pgettext('billing-quote', 'Rejected'),
order=4)
create_quote_status(4,
pgettext('billing-quote', 'Created'),
order=1)
# ---------------------------
create_if_needed(SettlementTerms, {'pk': 1}, name=_('30 days'))
create_if_needed(SettlementTerms, {'pk': 2}, name=_('Cash'))
create_if_needed(SettlementTerms, {'pk': 3}, name=_('45 days'))
create_if_needed(SettlementTerms, {'pk': 4}, name=_('60 days'))
create_if_needed(SettlementTerms, {'pk': 5},
name=_('30 days, end month the 10'))
# ---------------------------
create_if_needed(
AdditionalInformation, {'pk': 1},
name=_('Trainer accreditation'),
description=
_('being certified trainer courses could be supported by your OPCA'
))
# ---------------------------
create_bmi = ButtonMenuItem.objects.create_if_needed
create_bmi(model=Invoice,
button=buttons.GenerateInvoiceNumberButton,
order=0)
create_bmi(model=Quote,
button=buttons.ConvertToInvoiceButton,
order=0)
create_bmi(model=Quote,
button=buttons.ConvertToSalesOrderButton,
order=1)
create_bmi(model=SalesOrder,
button=buttons.ConvertToInvoiceButton,
order=0)
create_bmi(model=Organisation,
button=buttons.AddQuoteButton,
order=100)
create_bmi(model=Organisation,
button=buttons.AddSalesOrderButton,
order=101)
create_bmi(model=Organisation,
button=buttons.AddInvoiceButton,
order=102)
create_bmi(model=Contact, button=buttons.AddQuoteButton, order=100)
create_bmi(model=Contact,
button=buttons.AddSalesOrderButton,
order=101)
create_bmi(model=Contact,
button=buttons.AddInvoiceButton,
order=102)
# ---------------------------
create_cbci = CustomBrickConfigItem.objects.create
build_cell = EntityCellRegularField.build
def build_cells(model, *extra_cells):
return [
build_cell(model, 'name'),
build_cell(model, 'number'),
build_cell(model, 'issuing_date'),
build_cell(model, 'expiration_date'),
build_cell(model, 'discount'),
build_cell(model, 'additional_info'),
build_cell(model, 'payment_terms'),
build_cell(model, 'currency'),
*extra_cells,
build_cell(model, 'comment'),
build_cell(model, 'description'),
# --
build_cell(model, 'created'),
build_cell(model, 'modified'),
build_cell(model, 'user'),
]
cbci_invoice = create_cbci(
id='billing-invoice_info',
name=_('Invoice information'),
content_type=Invoice,
cells=build_cells(
Invoice,
build_cell(Invoice, 'status'),
build_cell(Invoice, 'payment_type'),
build_cell(Invoice, 'buyers_order_number'),
),
)
cbci_c_note = create_cbci(
id='billing-creditnote_info',
name=_('Credit note information'),
content_type=CreditNote,
cells=build_cells(
CreditNote,
build_cell(CreditNote, 'status'),
),
)
cbci_quote = create_cbci(
id='billing-quote_info',
name=_('Quote information'),
content_type=Quote,
cells=build_cells(
Quote,
build_cell(Quote, 'status'),
build_cell(Quote, 'acceptation_date'),
),
)
cbci_s_order = create_cbci(
id='billing-salesorder_info',
name=_('Salesorder information'),
content_type=SalesOrder,
cells=build_cells(
SalesOrder,
build_cell(SalesOrder, 'status'),
),
)
cbci_tbase = create_cbci(
id='billing-templatebase_info',
name=pgettext('billing', 'Template information'),
content_type=TemplateBase,
cells=build_cells(
TemplateBase,
EntityCellFunctionField.build(TemplateBase,
'get_verbose_status'),
),
)
models_4_blocks = [
(Invoice, cbci_invoice,
True), # Boolean -> insert CreditNote block
(CreditNote, cbci_c_note, False),
(Quote, cbci_quote, True),
(SalesOrder, cbci_s_order, True),
(TemplateBase, cbci_tbase, False),
]
TOP = BrickDetailviewLocation.TOP
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
for model, cbci, has_credit_notes in models_4_blocks:
data = [
# LEFT
{
'brick': cbci.brick_id,
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.BillingPaymentInformationBrick,
'order': 60
},
{
'brick': bricks.BillingPrettyAddressBrick,
'order': 70
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': bricks.TargetBrick,
'order': 2,
'zone': RIGHT
},
{
'brick': bricks.TotalBrick,
'order': 3,
'zone': RIGHT
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
{
'brick': bricks.ProductLinesBrick,
'order': 10,
'zone': TOP
},
{
'brick': bricks.ServiceLinesBrick,
'order': 20,
'zone': TOP
},
]
if has_credit_notes:
data.append({
'brick': bricks.CreditNotesBrick,
'order': 30,
'zone': TOP
})
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': model,
'zone': LEFT
},
data=data,
)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed => we use the assistants blocks on detail views'
)
from creme.assistants import bricks as a_bricks
for t in models_4_blocks:
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': t[0],
'zone': RIGHT
},
data=[
{
'brick': a_bricks.TodosBrick,
'order': 100
},
{
'brick': a_bricks.MemosBrick,
'order': 200
},
{
'brick': a_bricks.AlertsBrick,
'order': 300
},
{
'brick': a_bricks.UserMessagesBrick,
'order': 400
},
],
)
if apps.is_installed('creme.documents'):
# logger.info(
# 'Documents app is installed
# => we use the documents block on detail views'
# )
from creme.documents.bricks import LinkedDocsBrick
for t in models_4_blocks:
BrickDetailviewLocation.objects.create_if_needed(
brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=t[0],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Organisation,
'zone': RIGHT
},
data=[
{
'brick': bricks.PaymentInformationBrick,
'order': 300,
'zone': LEFT
},
{
'brick': bricks.ReceivedInvoicesBrick,
'order': 14
},
{
'brick': bricks.ReceivedQuotesBrick,
'order': 18
},
],
)
# ---------------------------
if apps.is_installed('creme.reports'):
logger.info(
'Reports app is installed '
'=> we create 2 billing reports, with 3 graphs, and related blocks in home'
)
self.create_reports(
rt_sub_bill_received,
current_year_invoice_filter,
current_year_unpaid_invoice_filter,
)
def create_cnote_status(pk, name, **kwargs):
create_if_needed(CreditNoteStatus, {'pk': pk}, name=name, **kwargs)
def create_order_status(pk, name, **kwargs):
create_if_needed(SalesOrderStatus, {'pk': pk}, name=name, **kwargs)
def populate(self):
already_populated = RelationType.objects.filter(pk=constants.REL_SUB_BILL_ISSUED).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Product = products.get_product_model()
Service = products.get_service_model()
# ---------------------------
# line_entities = [ProductLine, ServiceLine]
line_entities = list(lines_registry)
RelationType.create((constants.REL_SUB_BILL_ISSUED, _('issued by'), BILLING_MODELS),
(constants.REL_OBJ_BILL_ISSUED, _('has issued'), [Organisation]),
is_internal=True,
minimal_display=(False, True),
)
rt_sub_bill_received = \
RelationType.create((constants.REL_SUB_BILL_RECEIVED, _('received by'), BILLING_MODELS),
(constants.REL_OBJ_BILL_RECEIVED, _('has received'), [Organisation, Contact]),
is_internal=True,
minimal_display=(False, True),
)[0]
RelationType.create((constants.REL_SUB_HAS_LINE, _('had the line'), BILLING_MODELS),
(constants.REL_OBJ_HAS_LINE, _('is the line of'), line_entities),
is_internal=True,
minimal_display=(True, True),
)
RelationType.create((constants.REL_SUB_LINE_RELATED_ITEM, _('has the related item'), line_entities),
(constants.REL_OBJ_LINE_RELATED_ITEM, _('is the related item of'), [Product, Service]),
is_internal=True,
)
RelationType.create((constants.REL_SUB_CREDIT_NOTE_APPLIED, _('is used in the billing document'), [CreditNote]),
(constants.REL_OBJ_CREDIT_NOTE_APPLIED, _('used the credit note'), [Quote, SalesOrder, Invoice]),
is_internal=True,
minimal_display=(True, True),
)
if apps.is_installed('creme.activities'):
logger.info('Activities app is installed => an Invoice/Quote/SalesOrder can be the subject of an Activity')
from creme.activities.constants import REL_SUB_ACTIVITY_SUBJECT
RelationType.objects.get(pk=REL_SUB_ACTIVITY_SUBJECT) \
.add_subject_ctypes(Invoice, Quote, SalesOrder)
# ---------------------------
create_if_needed(PaymentTerms, {'pk': 1}, name=_('Deposit'),
description=_(r'20% deposit will be required'),
is_custom=False,
)
# ---------------------------
# NB: pk=1 + is_custom=False --> default status (used when a quote is converted in invoice for example)
create_if_needed(SalesOrderStatus, {'pk': 1}, name=pgettext('billing-salesorder', 'Issued'), order=1, is_custom=False) # Default status
if not already_populated:
create_if_needed(SalesOrderStatus, {'pk': 2}, name=pgettext('billing-salesorder', 'Accepted'), order=3)
create_if_needed(SalesOrderStatus, {'pk': 3}, name=pgettext('billing-salesorder', 'Rejected'), order=4)
create_if_needed(SalesOrderStatus, {'pk': 4}, name=pgettext('billing-salesorder', 'Created'), order=2)
# ---------------------------
def create_invoice_status(pk, name, **kwargs):
create_if_needed(InvoiceStatus, {'pk': pk}, name=name, **kwargs)
create_invoice_status(1, pgettext('billing-invoice', 'Draft'), order=1, is_custom=False) # Default status
create_invoice_status(2, pgettext('billing-invoice', 'To be sent'), order=2, is_custom=False)
if not already_populated:
create_invoice_status(3, pgettext('billing-invoice', 'Sent'), order=3, pending_payment=True)
create_invoice_status(4, pgettext('billing-invoice', 'Resulted'), order=5)
create_invoice_status(5, pgettext('billing-invoice', 'Partly resulted'), order=4, pending_payment=True)
create_invoice_status(6, _('Collection'), order=7)
create_invoice_status(7, _('Resulted collection'), order=6)
create_invoice_status(8, pgettext('billing-invoice', 'Canceled'), order=8)
# ---------------------------
create_if_needed(CreditNoteStatus, {'pk': 1}, name=pgettext('billing-creditnote', 'Draft'), order=1, is_custom=False)
if not already_populated:
create_if_needed(CreditNoteStatus, {'pk': 2}, name=pgettext('billing-creditnote', 'Issued'), order=2)
create_if_needed(CreditNoteStatus, {'pk': 3}, name=pgettext('billing-creditnote', 'Consumed'), order=3)
create_if_needed(CreditNoteStatus, {'pk': 4}, name=pgettext('billing-creditnote', 'Out of date'), order=4)
# ---------------------------
EntityFilter.create(
'billing-invoices_unpaid', name=_('Invoices unpaid'),
model=Invoice, user='******',
conditions=[EntityFilterCondition.build_4_field(
model=Invoice,
operator=EntityFilterCondition.EQUALS,
name='status__pending_payment', values=[True],
),
],
)
EntityFilter.create(
'billing-invoices_unpaid_late', name=_('Invoices unpaid and late'),
model=Invoice, user='******',
conditions=[EntityFilterCondition.build_4_field(
model=Invoice,
operator=EntityFilterCondition.EQUALS,
name='status__pending_payment', values=[True],
),
EntityFilterCondition.build_4_date(
model=Invoice,
name='expiration_date', date_range='in_past',
),
],
)
current_year_invoice_filter = EntityFilter.create(
'billing-current_year_invoices', name=_('Current year invoices'),
model=Invoice, user='******',
conditions=[EntityFilterCondition.build_4_date(
model=Invoice,
name='issuing_date', date_range='current_year',
),
],
)
current_year_unpaid_invoice_filter = EntityFilter.create(
'billing-current_year_unpaid_invoices',
name=_('Current year and unpaid invoices'),
model=Invoice, user='******',
conditions=[EntityFilterCondition.build_4_date(
model=Invoice,
name='issuing_date', date_range='current_year',
),
EntityFilterCondition.build_4_field(
model=Invoice,
operator=EntityFilterCondition.EQUALS,
name='status__pending_payment', values=[True],
),
],
)
# ---------------------------
def create_hf(hf_pk, name, model, status=True):
HeaderFilter.create(pk=hf_pk, name=name, model=model,
cells_desc=[(EntityCellRegularField, {'name': 'name'}),
EntityCellRelation(model=model, rtype=rt_sub_bill_received),
(EntityCellRegularField, {'name': 'number'}),
(EntityCellRegularField, {'name': 'status'}) if status else None,
(EntityCellRegularField, {'name': 'total_no_vat'}),
(EntityCellRegularField, {'name': 'issuing_date'}),
(EntityCellRegularField, {'name': 'expiration_date'}),
],
)
create_hf(constants.DEFAULT_HFILTER_INVOICE, _('Invoice view'), Invoice)
create_hf(constants.DEFAULT_HFILTER_QUOTE, _('Quote view'), Quote)
create_hf(constants.DEFAULT_HFILTER_ORDER, _('Sales order view'), SalesOrder)
create_hf(constants.DEFAULT_HFILTER_CNOTE, _('Credit note view'), CreditNote)
create_hf(constants.DEFAULT_HFILTER_TEMPLATE, _('Template view'), TemplateBase, status=False)
def create_hf_lines(hf_pk, name, model):
build_cell = EntityCellRegularField.build
HeaderFilter.create(pk=hf_pk, name=name, model=model,
cells_desc=[build_cell(model=model, name='on_the_fly_item'),
build_cell(model=model, name='quantity'),
build_cell(model=model, name='unit_price'),
]
)
create_hf_lines('billing-hg_product_lines', _('Product lines view'), ProductLine)
create_hf_lines('billing-hg_service_lines', _('Service lines view'), ServiceLine)
# ---------------------------
for model in (Invoice, CreditNote, Quote, SalesOrder):
SearchConfigItem.create_if_needed(model, ['name', 'number', 'status__name'])
for model in (ProductLine, ServiceLine):
SearchConfigItem.create_if_needed(model, [], disabled=True)
# ---------------------------
SettingValue.objects.get_or_create(key_id=setting_keys.payment_info_key.id, defaults={'value': True})
# ---------------------------
if not already_populated:
create_if_needed(QuoteStatus, {'pk': 1}, name=pgettext('billing-quote', 'Pending'), order=2) # Default status
create_if_needed(QuoteStatus, {'pk': 2}, name=pgettext('billing-quote', 'Accepted'), order=3, won=True)
create_if_needed(QuoteStatus, {'pk': 3}, name=pgettext('billing-quote', 'Rejected'), order=4)
create_if_needed(QuoteStatus, {'pk': 4}, name=pgettext('billing-quote', 'Created'), order=1)
# ---------------------------
create_if_needed(SettlementTerms, {'pk': 1}, name=_('30 days'))
create_if_needed(SettlementTerms, {'pk': 2}, name=_('Cash'))
create_if_needed(SettlementTerms, {'pk': 3}, name=_('45 days'))
create_if_needed(SettlementTerms, {'pk': 4}, name=_('60 days'))
create_if_needed(SettlementTerms, {'pk': 5}, name=_('30 days, end month the 10'))
# ---------------------------
create_if_needed(AdditionalInformation, {'pk': 1}, name=_('Trainer accreditation'),
description=_('being certified trainer courses could be supported by your OPCA')
)
# ---------------------------
create_bmi = ButtonMenuItem.create_if_needed
create_bmi(pk='billing-generate_invoice_number', model=Invoice, button=buttons.GenerateInvoiceNumberButton, order=0)
create_bmi(pk='billing-quote_orga_button', model=Organisation, button=buttons.AddQuoteButton, order=100)
create_bmi(pk='billing-salesorder_orga_button', model=Organisation, button=buttons.AddSalesOrderButton, order=101)
create_bmi(pk='billing-invoice_orga_button', model=Organisation, button=buttons.AddInvoiceButton, order=102)
create_bmi(pk='billing-quote_contact_button', model=Contact, button=buttons.AddQuoteButton, order=100)
create_bmi(pk='billing-salesorder_contact_button', model=Contact, button=buttons.AddSalesOrderButton, order=101)
create_bmi(pk='billing-invoice_contact_button', model=Contact, button=buttons.AddInvoiceButton, order=102)
# ---------------------------
get_ct = ContentType.objects.get_for_model
create_cbci = CustomBrickConfigItem.objects.create
build_cell = EntityCellRegularField.build
def build_cells(model, *extra_cells):
return [
build_cell(model, 'name'),
build_cell(model, 'number'),
build_cell(model, 'issuing_date'),
build_cell(model, 'expiration_date'),
build_cell(model, 'discount'),
build_cell(model, 'additional_info'),
build_cell(model, 'payment_terms'),
build_cell(model, 'currency'),
] + list(extra_cells) + [
build_cell(model, 'comment'),
# --
build_cell(model, 'created'),
build_cell(model, 'modified'),
build_cell(model, 'user'),
]
cbci_invoice = create_cbci(id='billing-invoice_info',
name=_('Invoice information'),
content_type=get_ct(Invoice),
cells=build_cells(Invoice,
build_cell(Invoice, 'status'),
build_cell(Invoice, 'payment_type'),
),
)
cbci_c_note = create_cbci(id='billing-creditnote_info',
name=_('Credit note information'),
content_type=get_ct(CreditNote),
cells=build_cells(CreditNote, build_cell(CreditNote, 'status')),
)
cbci_quote = create_cbci(id='billing-quote_info',
name=_('Quote information'),
content_type=get_ct(Quote),
cells=build_cells(Quote,
build_cell(Quote, 'status'),
build_cell(Quote, 'acceptation_date'),
),
)
cbci_s_order = create_cbci(id='billing-salesorder_info',
name=_('Salesorder information'),
content_type=get_ct(SalesOrder),
cells=build_cells(SalesOrder, build_cell(SalesOrder, 'status')),
)
cbci_tbase = create_cbci(id='billing-templatebase_info',
name=pgettext('billing', 'Template information'),
content_type=get_ct(TemplateBase),
cells=build_cells(TemplateBase,
EntityCellFunctionField.build(TemplateBase, 'get_verbose_status'),
),
)
models_4_blocks = [(Invoice, cbci_invoice, True), # Boolean -> insert CreditNote block
(CreditNote, cbci_c_note, False),
(Quote, cbci_quote, True),
(SalesOrder, cbci_s_order, True),
(TemplateBase, cbci_tbase, False),
]
create_bdl = BrickDetailviewLocation.create_if_needed
TOP = BrickDetailviewLocation.TOP
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
for model, cbci, has_credit_notes in models_4_blocks:
create_bdl(brick_id=bricks.ProductLinesBrick.id_, order=10, zone=TOP, model=model)
create_bdl(brick_id=bricks.ServiceLinesBrick.id_, order=20, zone=TOP, model=model)
if has_credit_notes:
create_bdl(brick_id=bricks.CreditNotesBrick.id_, order=30, zone=TOP, model=model)
create_bdl(brick_id=cbci.generate_id(), order=5, zone=LEFT, model=model)
create_bdl(brick_id=core_bricks.CustomFieldsBrick.id_, order=40, zone=LEFT, model=model)
create_bdl(brick_id=bricks.BillingPaymentInformationBrick.id_, order=60, zone=LEFT, model=model)
create_bdl(brick_id=bricks.BillingPrettyAddressBrick.id_, order=70, zone=LEFT, model=model)
create_bdl(brick_id=core_bricks.PropertiesBrick.id_, order=450, zone=LEFT, model=model)
create_bdl(brick_id=core_bricks.RelationsBrick.id_, order=500, zone=LEFT, model=model)
create_bdl(brick_id=bricks.TargetBrick.id_, order=2, zone=RIGHT, model=model)
create_bdl(brick_id=bricks.TotalBrick.id_, order=3, zone=RIGHT, model=model)
create_bdl(brick_id=core_bricks.HistoryBrick.id_, order=20, zone=RIGHT, model=model)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed => we use the assistants blocks on detail views')
from creme.assistants.bricks import AlertsBrick, MemosBrick, TodosBrick, UserMessagesBrick
for t in models_4_blocks:
model = t[0]
create_bdl(brick_id=TodosBrick.id_, order=100, zone=RIGHT, model=model)
create_bdl(brick_id=MemosBrick.id_, order=200, zone=RIGHT, model=model)
create_bdl(brick_id=AlertsBrick.id_, order=300, zone=RIGHT, model=model)
create_bdl(brick_id=UserMessagesBrick.id_, order=400, zone=RIGHT, model=model)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
for t in models_4_blocks:
create_bdl(brick_id=LinkedDocsBrick.id_, order=600, zone=RIGHT, model=t[0])
create_bdl(brick_id=bricks.PaymentInformationBrick.id_, order=300, zone=LEFT, model=Organisation)
create_bdl(brick_id=bricks.ReceivedInvoicesBrick.id_, order=14, zone=RIGHT, model=Organisation)
create_bdl(brick_id=bricks.ReceivedQuotesBrick.id_, order=18, zone=RIGHT, model=Organisation)
# ---------------------------
if apps.is_installed('creme.reports'):
logger.info('Reports app is installed => we create 2 billing reports, with 3 graphs, and related blocks in home')
self.create_reports(rt_sub_bill_received,
current_year_invoice_filter,
current_year_unpaid_invoice_filter,
)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_EMPLOYED_BY, ).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
rt_map = {}
for rt_info in [
(
(constants.REL_SUB_EMPLOYED_BY, _('is an employee of'),
[Contact]),
(constants.REL_OBJ_EMPLOYED_BY, _('employs'), [Organisation]),
),
(
(
constants.REL_SUB_CUSTOMER_SUPPLIER,
_('is a customer of'),
[Contact, Organisation],
),
(
constants.REL_OBJ_CUSTOMER_SUPPLIER,
_('is a supplier of'),
[Contact, Organisation],
),
),
(
(constants.REL_SUB_MANAGES, _('manages'), [Contact]),
(constants.REL_OBJ_MANAGES, _('managed by'), [Organisation]),
),
(
(constants.REL_SUB_PROSPECT, _('is a prospect of'),
[Contact, Organisation]),
(constants.REL_OBJ_PROSPECT, _('has as prospect'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_SUSPECT, _('is a suspect of'),
[Contact, Organisation]),
(constants.REL_OBJ_SUSPECT, _('has as suspect'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_PARTNER, _('is a partner of'),
[Contact, Organisation]),
(constants.REL_OBJ_PARTNER, _('has as partner'),
[Contact, Organisation]),
),
(
(
constants.REL_SUB_INACTIVE,
_('is an inactive customer of'),
[Contact, Organisation],
),
(
constants.REL_OBJ_INACTIVE,
_('has as inactive customer'),
[Contact, Organisation],
),
),
(
(constants.REL_SUB_SUBSIDIARY, _('has as subsidiary'),
[Organisation]),
(constants.REL_OBJ_SUBSIDIARY, _('is a subsidiary of'),
[Organisation]),
),
(
(constants.REL_SUB_COMPETITOR, _('is a competitor of'),
[Contact, Organisation]),
(constants.REL_OBJ_COMPETITOR, _('has as competitor'),
[Contact, Organisation]),
),
]:
rt, sym_rt = RelationType.create(*rt_info)
rt_map[rt.id] = rt
rt_map[sym_rt.id] = sym_rt
get_rtype = RelationType.objects.get
get_rtype(pk=core_constants.REL_SUB_HAS).add_subject_ctypes(
Contact, Organisation)
get_rtype(
pk=core_constants.REL_OBJ_HAS).add_subject_ctypes(Organisation)
# ---------------------------
EntityFilter.objects.smart_update_or_create(
constants.FILTER_MANAGED_ORGA,
name=_('Managed by creme'),
model=Organisation,
user='******',
conditions=[
condition_handler.RegularFieldConditionHandler.build_condition(
model=Organisation,
operator=operators.EqualsOperator,
field_name='is_managed',
values=[True],
),
],
)
EntityFilter.objects.smart_update_or_create(
constants.FILTER_CONTACT_ME,
name=_('Me'),
model=Contact,
user='******',
conditions=[
condition_handler.RegularFieldConditionHandler.build_condition(
model=Contact,
operator=operators.EqualsOperator,
field_name='is_user',
values=[operands.CurrentUserOperand.type_id],
),
],
)
# ---------------------------
create_hf = HeaderFilter.objects.create_if_needed
create_hf(
pk=constants.DEFAULT_HFILTER_CONTACT,
model=Contact,
name=_('Contact view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'last_name'
}),
(EntityCellRegularField, {
'name': 'first_name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(
model=Contact,
rtype=rt_map[constants.REL_SUB_EMPLOYED_BY]),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_ORGA,
model=Organisation,
name=_('Organisation view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(model=Organisation,
rtype=rt_map[constants.REL_OBJ_MANAGES]),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_ORGA_CUSTOMERS,
model=Organisation,
name=_('Prospect/Suspect view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'sector'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(
model=Organisation,
rtype=rt_map[constants.REL_SUB_CUSTOMER_SUPPLIER],
),
EntityCellRelation(
model=Organisation,
rtype=rt_map[constants.REL_SUB_PROSPECT],
),
EntityCellRelation(
model=Organisation,
rtype=rt_map[constants.REL_SUB_SUSPECT],
),
],
)
# ---------------------------
creation_only_groups_desc = [
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name': EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
]
description_group_desc = {
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
}
cfields_group_desc = {
'name':
_('Custom fields'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS
},
),
],
}
contact_groups_desc = [
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'civility'
}),
(EntityCellRegularField, {
'name': 'last_name'
}),
(EntityCellRegularField, {
'name': 'first_name'
}),
(EntityCellRegularField, {
'name': 'position'
}),
(EntityCellRegularField, {
'name': 'full_position'
}),
(EntityCellRegularField, {
'name': 'sector'
}),
(EntityCellRegularField, {
'name': 'birthday'
}),
(EntityCellRegularField, {
'name': 'image'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS
},
),
],
},
description_group_desc,
{
'name':
_('Contact details'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'skype'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'mobile'
}),
(EntityCellRegularField, {
'name': 'fax'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'url_site'
}),
],
},
cfields_group_desc,
AddressesGroup(model=Contact),
]
orga_groups_desc = [
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'fax'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'url_site'
}),
(EntityCellRegularField, {
'name': 'sector'
}),
(EntityCellRegularField, {
'name': 'legal_form'
}),
(EntityCellRegularField, {
'name': 'staff_size'
}),
(EntityCellRegularField, {
'name': 'capital'
}),
(EntityCellRegularField, {
'name': 'annual_revenue'
}),
(EntityCellRegularField, {
'name': 'siren'
}),
(EntityCellRegularField, {
'name': 'naf'
}),
(EntityCellRegularField, {
'name': 'siret'
}),
(EntityCellRegularField, {
'name': 'rcs'
}),
(EntityCellRegularField, {
'name': 'tvaintra'
}),
(EntityCellRegularField, {
'name': 'subject_to_vat'
}),
(EntityCellRegularField, {
'name': 'creation_date'
}),
(EntityCellRegularField, {
'name': 'image'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS
},
),
],
},
description_group_desc,
cfields_group_desc,
AddressesGroup(model=Organisation),
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.CONTACT_CREATION_CFORM,
groups_desc=[
*contact_groups_desc,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.CONTACT_EDITION_CFORM,
groups_desc=contact_groups_desc,
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ORGANISATION_CREATION_CFORM,
groups_desc=[
*orga_groups_desc,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ORGANISATION_EDITION_CFORM,
groups_desc=orga_groups_desc,
)
# ---------------------------
create_sci = SearchConfigItem.objects.create_if_needed
create_sci(Contact,
['last_name', 'first_name', 'phone', 'mobile', 'email'])
create_sci(
Organisation,
['name', 'phone', 'email', 'sector__title', 'legal_form__title'])
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='persons-').exists():
directory = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Directory')},
defaults={'order': 20},
)[0]
create_mitem = MenuConfigItem.objects.create
create_mitem(entry_id=menu.OrganisationsEntry.id,
order=10,
parent=directory)
create_mitem(entry_id=menu.ContactsEntry.id,
order=20,
parent=directory)
create_mitem(entry_id=menu.CustomersEntry.id,
order=30,
parent=directory)
creations = MenuConfigItem.objects.filter(
entry_id=ContainerEntry.id,
entry_data={
'label': _('+ Creation')
},
).first()
if creations is not None:
create_mitem(
entry_id=menu.OrganisationCreationEntry.id,
order=10,
parent=creations,
)
create_mitem(
entry_id=menu.ContactCreationEntry.id,
order=20,
parent=creations,
)
# ---------------------------
if not already_populated:
create_if_needed(Civility, {'pk': 1},
title=_('Madam'),
shortcut=_('Mrs.'))
create_if_needed(Civility, {'pk': 2},
title=_('Miss'),
shortcut=_('Ms.'))
create_if_needed(Civility, {'pk': 3},
title=_('Mister'),
shortcut=_('Mr.'))
create_if_needed(Civility, {'pk': 4}, title=_('N/A'), shortcut='')
# ---------------------------
# TODO: add relation to admin ????
if not Organisation.objects.exists():
Organisation.objects.create(
user=get_user_model().objects.get_admin(),
name=_('ReplaceByYourSociety'),
is_managed=True,
uuid=constants.UUID_FIRST_ORGA,
)
# ---------------------------
create_if_needed(Position, {'pk': 1}, title=_('CEO'))
create_if_needed(Position, {'pk': 2}, title=_('Secretary'))
create_if_needed(Position, {'pk': 3}, title=_('Technician'))
# ---------------------------
create_if_needed(Sector, {'pk': 1}, title=_('Food Industry'))
create_if_needed(Sector, {'pk': 2}, title=_('Industry'))
create_if_needed(Sector, {'pk': 3}, title=_('Software'))
create_if_needed(Sector, {'pk': 4}, title=_('Telecom'))
create_if_needed(Sector, {'pk': 5}, title=_('Restoration'))
# ---------------------------
# TODO: depend on the country no ??
create_if_needed(LegalForm, {'pk': 1}, title='SARL')
create_if_needed(LegalForm, {'pk': 2},
title='Association loi 1901')
create_if_needed(LegalForm, {'pk': 3}, title='SA')
create_if_needed(LegalForm, {'pk': 4}, title='SAS')
# ---------------------------
create_if_needed(StaffSize, {'pk': 1}, size='1 - 5', order=1)
create_if_needed(StaffSize, {'pk': 2}, size='6 - 10', order=2)
create_if_needed(StaffSize, {'pk': 3}, size='11 - 50', order=3)
create_if_needed(StaffSize, {'pk': 4}, size='51 - 100', order=4)
create_if_needed(StaffSize, {'pk': 5}, size='100 - 500', order=5)
create_if_needed(StaffSize, {'pk': 6}, size='> 500', order=6)
# ---------------------------
create_bmi = ButtonMenuItem.objects.create_if_needed
create_bmi(model=Contact,
button=buttons.BecomeCustomerButton,
order=20)
create_bmi(model=Contact,
button=buttons.BecomeProspectButton,
order=21)
create_bmi(model=Contact,
button=buttons.BecomeSuspectButton,
order=22)
create_bmi(model=Contact,
button=buttons.BecomeInactiveButton,
order=24)
create_bmi(model=Organisation,
button=buttons.BecomeCustomerButton,
order=20)
create_bmi(model=Organisation,
button=buttons.BecomeProspectButton,
order=21)
create_bmi(model=Organisation,
button=buttons.BecomeSuspectButton,
order=22)
create_bmi(model=Organisation,
button=buttons.BecomeInactiveButton,
order=23)
create_bmi(model=Organisation,
button=buttons.BecomeSupplierButton,
order=24)
create_bmi(model=Organisation,
button=buttons.AddLinkedContactButton,
order=25)
# Populate bricks ------------------
create_rbi = RelationBrickItem.objects.create_if_needed
rbi_1 = create_rbi(constants.REL_SUB_CUSTOMER_SUPPLIER)
rbi_2 = create_rbi(constants.REL_OBJ_CUSTOMER_SUPPLIER)
create_cbci = CustomBrickConfigItem.objects.create
build_cell = EntityCellRegularField.build
# cbci_orga_1 =
create_cbci(
id='persons-organisation_main_info',
name=_('Organisation information'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'name'),
build_cell(Organisation, 'is_managed'),
build_cell(Organisation, 'staff_size'),
build_cell(Organisation, 'legal_form'),
build_cell(Organisation, 'sector'),
build_cell(Organisation, 'capital'),
build_cell(Organisation, 'siren'),
build_cell(Organisation, 'naf'),
build_cell(Organisation, 'siret'),
build_cell(Organisation, 'rcs'),
build_cell(Organisation, 'tvaintra'),
build_cell(Organisation, 'subject_to_vat'),
build_cell(Organisation, 'annual_revenue'),
build_cell(Organisation, 'creation_date'),
build_cell(Organisation, 'image'),
# --
build_cell(Organisation, 'description'),
# --
build_cell(Organisation, 'created'),
build_cell(Organisation, 'modified'),
build_cell(Organisation, 'user'),
],
)
# cbci_orga_2 =
create_cbci(
id='persons-organisation_details',
name=_('Organisation details'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'phone'),
build_cell(Organisation, 'fax'),
build_cell(Organisation, 'email'),
build_cell(Organisation, 'url_site'),
],
)
cbci_orga_extra = create_cbci(
id='persons-organisation_complementary',
name=_('Organisation complementary information'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'staff_size'),
build_cell(Organisation, 'sector'),
build_cell(Organisation, 'capital'),
build_cell(Organisation, 'siren'),
build_cell(Organisation, 'naf'),
build_cell(Organisation, 'siret'),
build_cell(Organisation, 'rcs'),
build_cell(Organisation, 'tvaintra'),
build_cell(Organisation, 'subject_to_vat'),
build_cell(Organisation, 'annual_revenue'),
build_cell(Organisation, 'creation_date'),
build_cell(Organisation, 'image'),
# --
build_cell(Organisation, 'description'),
# --
build_cell(Organisation, 'fax'),
build_cell(Organisation, 'email'),
build_cell(Organisation, 'url_site'),
],
)
HAT = BrickDetailviewLocation.HAT
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Organisation,
'zone': LEFT
},
data=[
{
'brick': bricks.OrganisationCardHatBrick,
'order': 1,
'zone': HAT
},
{
'brick': cbci_orga_extra.brick_id,
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.PrettyAddressesBrick,
'order': 50
},
{
'brick': bricks.PrettyOtherAddressesBrick,
'order': 60
},
{
'brick': bricks.ManagersBrick,
'order': 100
},
{
'brick': bricks.EmployeesBrick,
'order': 120
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': rbi_1.brick_id,
'order': 5,
'zone': RIGHT
},
{
'brick': rbi_2.brick_id,
'order': 10,
'zone': RIGHT
},
{
'brick': core_bricks.HistoryBrick,
'order': 30,
'zone': RIGHT
},
],
)
create_cbci(
id='persons-contact_main_info',
name=_('Contact information'),
content_type=Contact,
cells=[
build_cell(Contact, 'civility'),
build_cell(Contact, 'first_name'),
build_cell(Contact, 'last_name'),
build_cell(Contact, 'sector'),
build_cell(Contact, 'position'),
build_cell(Contact, 'full_position'),
build_cell(Contact, 'is_user'),
build_cell(Contact, 'birthday'),
build_cell(Contact, 'image'),
# --
build_cell(Contact, 'description'),
# --
build_cell(Contact, 'created'),
build_cell(Contact, 'modified'),
build_cell(Contact, 'user'),
],
)
create_cbci(
id='persons-contact_details',
name=_('Contact details'),
content_type=Contact,
cells=[
build_cell(Contact, 'phone'),
build_cell(Contact, 'mobile'),
build_cell(Contact, 'fax'),
build_cell(Contact, 'email'),
build_cell(Contact, 'url_site'),
build_cell(Contact, 'skype'),
],
)
cbci_contact_extra = create_cbci(
id='persons-contact_complementary',
name=_('Contact complementary information'),
content_type=Contact,
cells=[
build_cell(Contact, 'sector'),
build_cell(Contact, 'full_position'),
build_cell(Contact, 'birthday'),
build_cell(Contact, 'image'),
# --
build_cell(Contact, 'description'),
# --
build_cell(Contact, 'fax'),
build_cell(Contact, 'url_site'),
build_cell(Contact, 'skype'),
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Contact,
'zone': LEFT
},
data=[
{
'brick': bricks.ContactCardHatBrick,
'order': 1,
'zone': HAT
},
{
'brick': cbci_contact_extra.brick_id,
'order': 30
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.PrettyAddressesBrick,
'order': 50
},
{
'brick': bricks.PrettyOtherAddressesBrick,
'order': 60
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed'
' => we use the assistants blocks on detail views and portal'
)
from creme.assistants import bricks as a_bricks
for model in (Contact, Organisation):
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': model,
'zone': RIGHT
},
data=[
{
'brick': a_bricks.TodosBrick,
'order': 100
},
{
'brick': a_bricks.MemosBrick,
'order': 200
},
{
'brick': a_bricks.AlertsBrick,
'order': 300
},
{
'brick': a_bricks.UserMessagesBrick,
'order': 500
},
],
)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed
# => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.multi_create(
defaults={
'brick': LinkedDocsBrick,
'order': 600,
'zone': RIGHT
},
data=[
{
'model': Contact
},
{
'model': Organisation
},
],
)
if apps.is_installed('creme.activities'):
BrickHomeLocation.objects.create(
brick_id=bricks.NeglectedOrganisationsBrick.id_,
order=15,
)
def populate(self, *args, **kwargs):
PollCampaign = polls.get_pollcampaign_model()
PollForm = polls.get_pollform_model()
PollReply = polls.get_pollreply_model()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
create_hf = HeaderFilter.objects.create_if_needed
create_hf(
pk=constants.DEFAULT_HFILTER_PFORM,
model=PollForm,
name=_('Form view'),
cells_desc=[(EntityCellRegularField, {
'name': 'name'
})],
)
create_hf(
pk=constants.DEFAULT_HFILTER_PREPLY,
model=PollReply,
name=_('Reply view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'pform'
}),
(EntityCellRegularField, {
'name': 'person'
}),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_PCAMPAIGN,
model=PollCampaign,
name=_('Campaign view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'due_date'
}),
(EntityCellRegularField, {
'name': 'segment'
}),
],
)
# ---------------------------
def build_custom_form_items(creation_descriptor, edition_descriptor,
field_names):
base_groups_desc = [
{
'name':
_('General information'),
'cells': [
*((EntityCellRegularField, {
'name': fname
}) for fname in field_names),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
{
'name': _('Description'),
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_CUSTOMFIELDS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=creation_descriptor,
groups_desc=[
*base_groups_desc,
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=edition_descriptor,
groups_desc=base_groups_desc,
)
build_custom_form_items(
creation_descriptor=custom_forms.CAMPAIGN_CREATION_CFORM,
edition_descriptor=custom_forms.CAMPAIGN_EDITION_CFORM,
field_names=[
'user',
'name',
'goal',
'start',
'due_date',
'segment',
'expected_count',
],
)
build_custom_form_items(
creation_descriptor=custom_forms.PFORM_CREATION_CFORM,
edition_descriptor=custom_forms.PFORM_EDITION_CFORM,
field_names=['user', 'name', 'type'],
)
# ---------------------------
create_searchconf = SearchConfigItem.objects.create_if_needed
create_searchconf(PollForm, ['name'])
create_searchconf(PollReply, ['name'])
create_searchconf(PollCampaign, ['name'])
# ---------------------------
# NB: no straightforward way to test that this populate script has not been already run
if not PollType.objects.exists():
create_if_needed(PollType, {'pk': 1}, name=_('Survey'))
create_if_needed(PollType, {'pk': 2}, name=_('Monitoring'))
create_if_needed(PollType, {'pk': 3}, name=_('Assessment'))
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='polls-').exists():
container = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Tools')},
defaults={'order': 100},
)[0]
create_mitem = partial(MenuConfigItem.objects.create,
parent=container)
create_mitem(
entry_id=Separator1Entry.id,
entry_data={'label': _('Polls')},
order=300,
)
create_mitem(entry_id=menu.PollFormsEntry.id, order=305)
create_mitem(entry_id=menu.PollRepliesEntry.id, order=310)
create_mitem(entry_id=menu.PollCampaignsEntry.id, order=315)
# ---------------------------
# NB: no straightforward way to test that this populate script has not been already run
if not BrickDetailviewLocation.objects.filter_for_model(
PollForm).exists():
TOP = BrickDetailviewLocation.TOP
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': PollForm,
'zone': LEFT
},
data=[
{
'brick': bricks.PollFormLinesBrick,
'order': 5,
'zone': TOP
},
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': bricks.PollRepliesBrick,
'order': 5,
'zone': RIGHT
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': PollReply,
'zone': LEFT
},
data=[
{
'brick': bricks.PollReplyLinesBrick,
'order': 5,
'zone': TOP
},
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': PollCampaign,
'zone': LEFT
},
data=[
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': bricks.PollCampaignRepliesBrick,
'order': 5,
'zone': RIGHT
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'brick': bricks.PersonPollRepliesBrick,
'order': 500,
'zone': RIGHT
},
data=[{
'model': Contact
}, {
'model': Organisation
}],
)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed'
' => we use the assistants blocks on detail view')
from creme.assistants import bricks as a_bricks
for model in (PollForm, PollReply, PollCampaign):
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': model,
'zone': RIGHT
},
data=[
{
'brick': a_bricks.TodosBrick,
'order': 100
},
{
'brick': a_bricks.MemosBrick,
'order': 200
},
{
'brick': a_bricks.AlertsBrick,
'order': 300
},
{
'brick': a_bricks.UserMessagesBrick,
'order': 400
},
],
)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed
# => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.multi_create(
defaults={
'brick': LinkedDocsBrick,
'order': 600,
'zone': RIGHT
},
data=[{
'model': m
} for m in (PollForm, PollReply, PollCampaign)],
)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_RELATED_2_DOC).exists()
Document = get_document_model()
Folder = get_folder_model()
RelationType.create(
(constants.REL_SUB_RELATED_2_DOC, _(u'related to the document')),
(constants.REL_OBJ_RELATED_2_DOC, _(u'document related to'),
[Document]))
# ---------------------------
# TODO: pk string (or UUID) (+ move DOCUMENTS_FROM_EMAILS in 'emails' app) ??
entities_cat = create_if_needed(
FolderCategory, {'pk': constants.DOCUMENTS_FROM_ENTITIES},
name=str(constants.DOCUMENTS_FROM_ENTITIES_NAME),
is_custom=False)
create_if_needed(FolderCategory,
{'pk': constants.DOCUMENTS_FROM_EMAILS},
name=str(constants.DOCUMENTS_FROM_EMAILS_NAME),
is_custom=False)
# TODO: created by 'products' & 'persons' app ?
create_doc_cat = DocumentCategory.objects.get_or_create
create_doc_cat(uuid=constants.UUID_DOC_CAT_IMG_PRODUCT,
defaults={
'name': _(u'Product image'),
'is_custom': False,
})
create_doc_cat(uuid=constants.UUID_DOC_CAT_IMG_ORGA,
defaults={
'name': _(u'Organisation logo'),
'is_custom': False,
})
create_doc_cat(uuid=constants.UUID_DOC_CAT_IMG_CONTACT,
defaults={
'name': _(u'Contact photograph'),
'is_custom': False,
})
# ---------------------------
user_qs = get_user_model().objects.order_by('id')
user = user_qs.filter(is_superuser=True, is_staff=False).first() or \
user_qs.filter(is_superuser=True).first() or \
user_qs[0]
if not folder_model_is_custom():
get_create_folder = Folder.objects.get_or_create
get_create_folder(
uuid=constants.UUID_FOLDER_RELATED2ENTITIES,
defaults={
'user':
user,
'title':
'Creme',
'category':
entities_cat,
'description':
_(u'Folder containing all the documents related to entities'
),
})
get_create_folder(uuid=constants.UUID_FOLDER_IMAGES,
defaults={
'user': user,
'title': _(u'Images'),
})
# ---------------------------
HeaderFilter.create(
pk=constants.DEFAULT_HFILTER_DOCUMENT,
model=Document,
name=_(u'Document view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'title'
}),
# (EntityCellRegularField, {'name': 'folder__title'}),
(EntityCellRegularField, {
'name': 'linked_folder__title'
}),
(EntityCellRegularField, {
'name': 'mime_type'
}),
])
HeaderFilter.create(pk=constants.DEFAULT_HFILTER_FOLDER,
model=Folder,
name=_(u'Folder view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'description'
}),
(EntityCellRegularField, {
'name': 'category'
}),
])
# ---------------------------
EntityFilter.create(
constants.EFILTER_IMAGES,
name=_(u'Images'),
model=Document,
is_custom=False,
user='******',
conditions=[
EntityFilterCondition.build_4_field(
model=Document,
operator=EntityFilterCondition.STARTSWITH,
name='mime_type__name',
values=[constants.MIMETYPE_PREFIX_IMG],
),
],
)
# ---------------------------
create_sci = SearchConfigItem.create_if_needed
# create_sci(Document, ['title', 'description', 'folder__title', 'categories__name'])
create_sci(Document, [
'title', 'description', 'linked_folder__title', 'categories__name'
])
create_sci(Folder, ['title', 'description', 'category__name'])
# ---------------------------
if not already_populated:
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
create_bdl = BrickDetailviewLocation.create_if_needed
BrickDetailviewLocation.create_4_model_brick(order=5,
zone=LEFT,
model=Folder)
create_bdl(brick_id=core_bricks.CustomFieldsBrick.id_,
order=40,
zone=LEFT,
model=Folder)
create_bdl(brick_id=bricks.ChildFoldersBrick.id_,
order=50,
zone=LEFT,
model=Folder)
create_bdl(brick_id=bricks.FolderDocsBrick.id_,
order=60,
zone=LEFT,
model=Folder)
create_bdl(brick_id=core_bricks.PropertiesBrick.id_,
order=450,
zone=LEFT,
model=Folder)
create_bdl(brick_id=core_bricks.RelationsBrick.id_,
order=500,
zone=LEFT,
model=Folder)
create_bdl(brick_id=core_bricks.HistoryBrick.id_,
order=20,
zone=RIGHT,
model=Folder)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed => we use the assistants blocks on detail view'
)
from creme.assistants import bricks as a_bricks
create_bdl(brick_id=a_bricks.TodosBrick.id_,
order=100,
zone=RIGHT,
model=Folder)
create_bdl(brick_id=a_bricks.MemosBrick.id_,
order=200,
zone=RIGHT,
model=Folder)
create_bdl(brick_id=a_bricks.AlertsBrick.id_,
order=300,
zone=RIGHT,
model=Folder)
create_bdl(brick_id=a_bricks.UserMessagesBrick.id_,
order=400,
zone=RIGHT,
model=Folder)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_SOLD).exists()
Act = commercial.get_act_model()
ActObjectivePattern = commercial.get_pattern_model()
Strategy = commercial.get_strategy_model()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Product = products.get_product_model()
Service = products.get_service_model()
RelationType.create(
(constants.REL_SUB_SOLD, _('has sold'), [Contact, Organisation]),
(constants.REL_OBJ_SOLD, _('has been sold by'), [Product, Service
]),
)
complete_goal_models = {*creme_registry.iter_entity_models()}
complete_goal_models.discard(Strategy)
if apps.is_installed('creme.billing'):
from creme import billing
from creme.billing.registry import lines_registry
complete_goal_models.discard(billing.get_credit_note_model())
complete_goal_models.discard(billing.get_template_base_model())
complete_goal_models.difference_update(lines_registry)
RelationType.create(
(
constants.REL_SUB_COMPLETE_GOAL,
_('completes a goal of the commercial action'),
complete_goal_models,
),
(
constants.REL_OBJ_COMPLETE_GOAL,
_('is completed thanks to'),
[Act],
),
)
# ---------------------------
CremePropertyType.create(constants.PROP_IS_A_SALESMAN,
_('is a salesman'), [Contact])
# ---------------------------
MarketSegment.objects.get_or_create(
property_type=None,
defaults={'name': _('All the organisations')},
)
# ---------------------------
for i, title in enumerate(
[_('Phone calls'), _('Show'),
_('Demo')], start=1):
create_if_needed(ActType, {'pk': i}, title=title, is_custom=False)
# ---------------------------
create_hf = HeaderFilter.objects.create_if_needed
create_hf(
pk=constants.DEFAULT_HFILTER_ACT,
model=Act,
name=_('Com Action view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'expected_sales'
}),
(EntityCellRegularField, {
'name': 'due_date'
}),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_STRATEGY,
model=Strategy,
name=_('Strategy view'),
cells_desc=[(EntityCellRegularField, {
'name': 'name'
})],
)
create_hf(
pk=constants.DEFAULT_HFILTER_PATTERN,
model=ActObjectivePattern,
name=_('Objective pattern view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'segment'
}),
],
)
# ---------------------------
def build_custom_form_items(creation_descriptor, edition_descriptor,
field_names):
base_groups_desc = [
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
*((EntityCellRegularField, {
'name': fname
}) for fname in field_names),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
{
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_CUSTOMFIELDS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=creation_descriptor,
groups_desc=[
*base_groups_desc,
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=edition_descriptor,
groups_desc=base_groups_desc,
)
build_custom_form_items(
creation_descriptor=custom_forms.ACT_CREATION_CFORM,
edition_descriptor=custom_forms.ACT_EDITION_CFORM,
field_names=[
'user',
'name',
'expected_sales',
'cost',
'goal',
'start',
'due_date',
'act_type',
'segment',
],
)
build_custom_form_items(
creation_descriptor=custom_forms.PATTERN_CREATION_CFORM,
edition_descriptor=custom_forms.PATTERN_EDITION_CFORM,
field_names=[
'user',
'name',
'average_sales',
'segment',
],
)
build_custom_form_items(
creation_descriptor=custom_forms.STRATEGY_CREATION_CFORM,
edition_descriptor=custom_forms.STRATEGY_EDITION_CFORM,
field_names=[
'user',
'name',
],
)
# ---------------------------
create_searchconf = SearchConfigItem.objects.create_if_needed
create_searchconf(Act, ['name', 'expected_sales', 'cost', 'goal'])
create_searchconf(Strategy, ['name'])
create_searchconf(ActObjectivePattern, [], disabled=True)
# ---------------------------
SettingValue.objects.get_or_create(
key_id=setting_keys.orga_approaches_key.id,
defaults={'value': True},
)
# ---------------------------
Job.objects.get_or_create(
type_id=creme_jobs.com_approaches_emails_send_type.id,
defaults={
'language': settings.LANGUAGE_CODE,
'periodicity': date_period_registry.get_period('days', 1),
'status': Job.STATUS_OK,
# The CommercialApproach field for Activities' CustomForms is not
# in the default configuration, so a enabled job would be annoying.
'enabled': False,
},
)
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='commercial-').exists():
container = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Commercial')},
defaults={'order': 30},
)[0]
create_mitem = MenuConfigItem.objects.create
create_mitem(entry_id=menu.ActsEntry.id,
order=50,
parent=container)
create_mitem(entry_id=menu.StrategiesEntry.id,
order=55,
parent=container)
create_mitem(entry_id=menu.SegmentsEntry.id,
order=60,
parent=container)
create_mitem(entry_id=menu.PatternsEntry.id,
order=70,
parent=container)
directory = MenuConfigItem.objects.filter(
entry_id=ContainerEntry.id,
entry_data={
'label': _('Directory')
},
).first()
if directory is not None:
create_mitem(entry_id=menu.SalesmenEntry.id,
order=100,
parent=directory)
creations = MenuConfigItem.objects.filter(
entry_id=ContainerEntry.id,
entry_data={
'label': _('+ Creation')
},
).first()
if creations is not None:
create_mitem(entry_id=menu.ActCreationEntry.id,
order=40,
parent=creations)
# ---------------------------
if not already_populated:
ButtonMenuItem.objects.create_if_needed(
button=buttons.CompleteGoalButton,
order=60,
)
TOP = BrickDetailviewLocation.TOP
RIGHT = BrickDetailviewLocation.RIGHT
LEFT = BrickDetailviewLocation.LEFT
# BrickDetailviewLocation.objects.multi_create(
# defaults={'brick': bricks.ApproachesBrick, 'order': 10, 'zone': RIGHT},
# data=[
# {}, # default configuration
# {'model': Contact},
# {'model': Organisation},
# ]
# )
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Act,
'zone': LEFT
},
data=[
{
'order': 5
}, # generic information brick
{
'brick': bricks.ActObjectivesBrick,
'order': 10
},
{
'brick': bricks.RelatedOpportunitiesBrick,
'order': 20
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': ActObjectivePattern,
'zone': LEFT
},
data=[
{
'brick': bricks.PatternComponentsBrick,
'order': 10,
'zone': TOP
},
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Strategy,
'zone': LEFT
},
data=[
{
'brick': bricks.SegmentDescriptionsBrick,
'order': 10,
'zone': TOP
},
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.EvaluatedOrgasBrick,
'order': 50
},
{
'brick': bricks.AssetsBrick,
'order': 60
},
{
'brick': bricks.CharmsBrick,
'order': 70
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed '
'=> we use the assistants blocks on detail views')
from creme.assistants import bricks as a_bricks
for model in (Act, ActObjectivePattern, Strategy):
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': model,
'zone': RIGHT
},
data=[
{
'brick': a_bricks.TodosBrick,
'order': 100
},
{
'brick': a_bricks.MemosBrick,
'order': 200
},
{
'brick': a_bricks.AlertsBrick,
'order': 300
},
{
'brick': a_bricks.UserMessagesBrick,
'order': 400
},
],
)
if apps.is_installed('creme.documents'):
# logger.info("Documents app is installed
# => we use the documents blocks on Strategy's detail views")
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.multi_create(
defaults={
'brick': LinkedDocsBrick,
'order': 600,
'zone': RIGHT
},
data=[
{
'model': Act
},
{
'model': ActObjectivePattern
},
{
'model': Strategy
},
],
)
def populate(self):
already_populated = core_models.RelationType.objects.filter(
pk=constants.REL_SUB_EMPLOYED_BY).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
rt_map = {}
for rt_info in [
(
(constants.REL_SUB_EMPLOYED_BY, _('is an employee of'),
[Contact]),
(constants.REL_OBJ_EMPLOYED_BY, _('employs'), [Organisation]),
),
(
(constants.REL_SUB_CUSTOMER_SUPPLIER, _('is a customer of'),
[Contact, Organisation]),
(constants.REL_OBJ_CUSTOMER_SUPPLIER, _('is a supplier of'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_MANAGES, _('manages'), [Contact]),
(constants.REL_OBJ_MANAGES, _('managed by'), [Organisation]),
),
(
(constants.REL_SUB_PROSPECT, _('is a prospect of'),
[Contact, Organisation]),
(constants.REL_OBJ_PROSPECT, _('has as prospect'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_SUSPECT, _('is a suspect of'),
[Contact, Organisation]),
(constants.REL_OBJ_SUSPECT, _('has as suspect'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_PARTNER, _('is a partner of'),
[Contact, Organisation]),
(constants.REL_OBJ_PARTNER, _('has as partner'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_INACTIVE, _('is an inactive customer of'),
[Contact, Organisation]),
(constants.REL_OBJ_INACTIVE, _('has as inactive customer'),
[Contact, Organisation]),
),
(
(constants.REL_SUB_SUBSIDIARY, _('has as subsidiary'),
[Organisation]),
(constants.REL_OBJ_SUBSIDIARY, _('is a subsidiary of'),
[Organisation]),
),
(
(constants.REL_SUB_COMPETITOR, _('is a competitor of'),
[Contact, Organisation]),
(constants.REL_OBJ_COMPETITOR, _('has as competitor'),
[Contact, Organisation]),
),
]:
rt, sym_rt = core_models.RelationType.create(*rt_info)
rt_map[rt.id] = rt
rt_map[sym_rt.id] = sym_rt
# ---------------------------
EntityFilter.create(
constants.FILTER_MANAGED_ORGA,
name=_('Managed by creme'),
model=Organisation,
user='******',
conditions=[
# EntityFilterCondition.build_4_field(
# model=Organisation,
# operator=EntityFilterCondition.EQUALS,
# name='is_managed',
# values=[True],
# ),
condition_handler.RegularFieldConditionHandler.build_condition(
model=Organisation,
operator=operators.EqualsOperator,
field_name='is_managed',
values=[True],
),
],
)
EntityFilter.create(
constants.FILTER_CONTACT_ME,
name=_('Me'),
model=Contact,
user='******',
conditions=[
# EntityFilterCondition.build_4_field(
# model=Contact,
# operator=EntityFilterCondition.EQUALS,
# name='is_user',
# values=[EntityFilterVariable.CURRENT_USER],
# ),
condition_handler.RegularFieldConditionHandler.build_condition(
model=Contact,
operator=operators.EqualsOperator,
field_name='is_user',
values=[operands.CurrentUserOperand.type_id],
),
],
)
# ---------------------------
create_hf = core_models.HeaderFilter.create
create_hf(
pk=constants.DEFAULT_HFILTER_CONTACT,
model=Contact,
name=_('Contact view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'last_name'
}),
(EntityCellRegularField, {
'name': 'first_name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(
model=Contact,
rtype=rt_map[constants.REL_SUB_EMPLOYED_BY]),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_ORGA,
model=Organisation,
name=_('Organisation view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(model=Organisation,
rtype=rt_map[constants.REL_OBJ_MANAGES]),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_ORGA_CUSTOMERS,
model=Organisation,
name=_('Prospect/Suspect view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'sector'
}),
(EntityCellRegularField, {
'name': 'phone'
}),
(EntityCellRegularField, {
'name': 'email'
}),
(EntityCellRegularField, {
'name': 'user'
}),
EntityCellRelation(
model=Organisation,
rtype=rt_map[constants.REL_SUB_CUSTOMER_SUPPLIER]),
EntityCellRelation(model=Organisation,
rtype=rt_map[constants.REL_SUB_PROSPECT]),
EntityCellRelation(model=Organisation,
rtype=rt_map[constants.REL_SUB_SUSPECT]),
],
)
# ---------------------------
create_sci = core_models.SearchConfigItem.create_if_needed
create_sci(Contact,
['last_name', 'first_name', 'phone', 'mobile', 'email'])
create_sci(
Organisation,
['name', 'phone', 'email', 'sector__title', 'legal_form__title'])
# ---------------------------
if not already_populated:
create_if_needed(Civility, {'pk': 1},
title=_('Madam'),
shortcut=_('Mrs.'))
create_if_needed(Civility, {'pk': 2},
title=_('Miss'),
shortcut=_('Ms.'))
create_if_needed(Civility, {'pk': 3},
title=_('Mister'),
shortcut=_('Mr.'))
create_if_needed(Civility, {'pk': 4}, title=_('N/A'), shortcut='')
# ---------------------------
# TODO: add relation to admin ????
if not Organisation.objects.exists():
Organisation.objects.create(
user=get_user_model().objects.get_admin(),
name=_('ReplaceByYourSociety'),
is_managed=True,
uuid=constants.UUID_FIRST_ORGA,
)
# ---------------------------
create_if_needed(Position, {'pk': 1}, title=_('CEO'))
create_if_needed(Position, {'pk': 2}, title=_('Secretary'))
create_if_needed(Position, {'pk': 3}, title=_('Technician'))
# ---------------------------
create_if_needed(Sector, {'pk': 1}, title=_('Food Industry'))
create_if_needed(Sector, {'pk': 2}, title=_('Industry'))
create_if_needed(Sector, {'pk': 3}, title=_('Software'))
create_if_needed(Sector, {'pk': 4}, title=_('Telecom'))
create_if_needed(Sector, {'pk': 5}, title=_('Restoration'))
# ---------------------------
# TODO: depend on the country no ??
create_if_needed(LegalForm, {'pk': 1}, title='SARL')
create_if_needed(LegalForm, {'pk': 2},
title='Association loi 1901')
create_if_needed(LegalForm, {'pk': 3}, title='SA')
create_if_needed(LegalForm, {'pk': 4}, title='SAS')
# ---------------------------
create_if_needed(StaffSize, {'pk': 1}, size='1 - 5', order=1)
create_if_needed(StaffSize, {'pk': 2}, size='6 - 10', order=2)
create_if_needed(StaffSize, {'pk': 3}, size='11 - 50', order=3)
create_if_needed(StaffSize, {'pk': 4}, size='51 - 100', order=4)
create_if_needed(StaffSize, {'pk': 5}, size='100 - 500', order=5)
create_if_needed(StaffSize, {'pk': 6}, size='> 500', order=6)
# ---------------------------
create_bmi = core_models.ButtonMenuItem.create_if_needed
create_bmi(pk='persons-customer_contact_button',
model=Contact,
button=buttons.BecomeCustomerButton,
order=20)
create_bmi(pk='persons-prospect_contact_button',
model=Contact,
button=buttons.BecomeProspectButton,
order=21)
create_bmi(pk='persons-suspect_contact_button',
model=Contact,
button=buttons.BecomeSuspectButton,
order=22)
create_bmi(pk='persons-inactive_contact_button',
model=Contact,
button=buttons.BecomeInactiveButton,
order=24)
create_bmi(pk='persons-customer_orga_button',
model=Organisation,
button=buttons.BecomeCustomerButton,
order=20)
create_bmi(pk='persons-prospect_orga_button',
model=Organisation,
button=buttons.BecomeProspectButton,
order=21)
create_bmi(pk='persons-suspect_orga_button',
model=Organisation,
button=buttons.BecomeSuspectButton,
order=22)
create_bmi(pk='persons-inactive_orga_button',
model=Organisation,
button=buttons.BecomeInactiveButton,
order=23)
create_bmi(pk='persons-supplier_button',
model=Organisation,
button=buttons.BecomeSupplierButton,
order=24)
create_bmi(pk='persons-linked_contact_button',
model=Organisation,
button=buttons.AddLinkedContactButton,
order=25)
# Populate bricks ------------------
create_rbi = core_models.RelationBrickItem.objects.create_if_needed
rbi_1 = create_rbi(constants.REL_SUB_CUSTOMER_SUPPLIER)
rbi_2 = create_rbi(constants.REL_OBJ_CUSTOMER_SUPPLIER)
create_cbci = core_models.CustomBrickConfigItem.objects.create
build_cell = EntityCellRegularField.build
# cbci_orga_1 =
create_cbci(
id='persons-organisation_main_info',
name=_('Organisation information'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'name'),
build_cell(Organisation, 'is_managed'),
build_cell(Organisation, 'staff_size'),
build_cell(Organisation, 'legal_form'),
build_cell(Organisation, 'sector'),
build_cell(Organisation, 'capital'),
build_cell(Organisation, 'siren'),
build_cell(Organisation, 'naf'),
build_cell(Organisation, 'siret'),
build_cell(Organisation, 'rcs'),
build_cell(Organisation, 'tvaintra'),
build_cell(Organisation, 'subject_to_vat'),
build_cell(Organisation, 'annual_revenue'),
build_cell(Organisation, 'creation_date'),
build_cell(Organisation, 'image'),
# --
build_cell(Organisation, 'description'),
# --
build_cell(Organisation, 'created'),
build_cell(Organisation, 'modified'),
build_cell(Organisation, 'user'),
],
)
# cbci_orga_2 =
create_cbci(
id='persons-organisation_details',
name=_('Organisation details'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'phone'),
build_cell(Organisation, 'fax'),
build_cell(Organisation, 'email'),
build_cell(Organisation, 'url_site'),
],
)
cbci_orga_extra = create_cbci(
id='persons-organisation_complementary',
name=_('Organisation complementary information'),
content_type=Organisation,
cells=[
build_cell(Organisation, 'staff_size'),
build_cell(Organisation, 'sector'),
build_cell(Organisation, 'capital'),
build_cell(Organisation, 'siren'),
build_cell(Organisation, 'naf'),
build_cell(Organisation, 'siret'),
build_cell(Organisation, 'rcs'),
build_cell(Organisation, 'tvaintra'),
build_cell(Organisation, 'subject_to_vat'),
build_cell(Organisation, 'annual_revenue'),
build_cell(Organisation, 'creation_date'),
build_cell(Organisation, 'image'),
# --
build_cell(Organisation, 'description'),
# --
build_cell(Organisation, 'fax'),
build_cell(Organisation, 'email'),
build_cell(Organisation, 'url_site'),
],
)
HAT = core_models.BrickDetailviewLocation.HAT
LEFT = core_models.BrickDetailviewLocation.LEFT
RIGHT = core_models.BrickDetailviewLocation.RIGHT
create_bdl = core_models.BrickDetailviewLocation.objects.create_if_needed
create_bdl(brick=bricks.OrganisationCardHatBrick,
order=1,
zone=HAT,
model=Organisation)
create_bdl(brick=cbci_orga_extra.generate_id(),
order=5,
zone=LEFT,
model=Organisation)
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT,
model=Organisation)
create_bdl(brick=bricks.PrettyAddressesBrick,
order=50,
zone=LEFT,
model=Organisation)
create_bdl(brick=bricks.PrettyOtherAddressesBrick,
order=60,
zone=LEFT,
model=Organisation)
create_bdl(brick=bricks.ManagersBrick,
order=100,
zone=LEFT,
model=Organisation)
create_bdl(brick=bricks.EmployeesBrick,
order=120,
zone=LEFT,
model=Organisation)
create_bdl(brick=core_bricks.PropertiesBrick,
order=450,
zone=LEFT,
model=Organisation)
create_bdl(brick=core_bricks.RelationsBrick,
order=500,
zone=LEFT,
model=Organisation)
create_bdl(brick=rbi_1.brick_id,
order=5,
zone=RIGHT,
model=Organisation)
create_bdl(brick=rbi_2.brick_id,
order=10,
zone=RIGHT,
model=Organisation)
create_bdl(brick=core_bricks.HistoryBrick,
order=30,
zone=RIGHT,
model=Organisation)
create_cbci(
id='persons-contact_main_info',
name=_('Contact information'),
content_type=Contact,
cells=[
build_cell(Contact, 'civility'),
build_cell(Contact, 'first_name'),
build_cell(Contact, 'last_name'),
build_cell(Contact, 'sector'),
build_cell(Contact, 'position'),
build_cell(Contact, 'full_position'),
build_cell(Contact, 'is_user'),
build_cell(Contact, 'birthday'),
build_cell(Contact, 'image'),
# --
build_cell(Contact, 'description'),
# --
build_cell(Contact, 'created'),
build_cell(Contact, 'modified'),
build_cell(Contact, 'user'),
],
)
create_cbci(
id='persons-contact_details',
name=_('Contact details'),
content_type=Contact,
cells=[
build_cell(Contact, 'phone'),
build_cell(Contact, 'mobile'),
build_cell(Contact, 'fax'),
build_cell(Contact, 'email'),
build_cell(Contact, 'url_site'),
build_cell(Contact, 'skype'),
],
)
cbci_contact_extra = create_cbci(
id='persons-contact_complementary',
name=_('Contact complementary information'),
content_type=Contact,
cells=[
build_cell(Contact, 'sector'),
build_cell(Contact, 'full_position'),
build_cell(Contact, 'birthday'),
build_cell(Contact, 'image'),
# --
build_cell(Contact, 'description'),
# --
build_cell(Contact, 'fax'),
build_cell(Contact, 'url_site'),
build_cell(Contact, 'skype'),
],
)
create_bdl(brick=bricks.ContactCardHatBrick,
order=1,
zone=HAT,
model=Contact)
create_bdl(brick=cbci_contact_extra.generate_id(),
order=30,
zone=LEFT,
model=Contact)
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT,
model=Contact)
create_bdl(brick=bricks.PrettyAddressesBrick,
order=50,
zone=LEFT,
model=Contact)
create_bdl(brick=bricks.PrettyOtherAddressesBrick,
order=60,
zone=LEFT,
model=Contact)
create_bdl(brick=core_bricks.PropertiesBrick,
order=450,
zone=LEFT,
model=Contact)
create_bdl(brick=core_bricks.RelationsBrick,
order=500,
zone=LEFT,
model=Contact)
create_bdl(brick=core_bricks.HistoryBrick,
order=20,
zone=RIGHT,
model=Contact)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed => we use the assistants blocks on detail views and portal'
)
from creme.assistants import bricks as a_bricks
create_bdl(brick=a_bricks.TodosBrick,
order=100,
zone=RIGHT,
model=Contact)
create_bdl(brick=a_bricks.MemosBrick,
order=200,
zone=RIGHT,
model=Contact)
create_bdl(brick=a_bricks.AlertsBrick,
order=300,
zone=RIGHT,
model=Contact)
create_bdl(brick=a_bricks.UserMessagesBrick,
order=500,
zone=RIGHT,
model=Contact)
create_bdl(brick=a_bricks.TodosBrick,
order=100,
zone=RIGHT,
model=Organisation)
create_bdl(brick=a_bricks.MemosBrick,
order=200,
zone=RIGHT,
model=Organisation)
create_bdl(brick=a_bricks.AlertsBrick,
order=300,
zone=RIGHT,
model=Organisation)
create_bdl(brick=a_bricks.UserMessagesBrick,
order=500,
zone=RIGHT,
model=Organisation)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
create_bdl(brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Contact)
create_bdl(brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Organisation)
if apps.is_installed('creme.activities'):
core_models.BrickHomeLocation.objects.create(
brick_id=bricks.NeglectedOrganisationsBrick.id_, order=15)
def populate(self):
already_populated = RelationType.objects.filter(pk=constants.REL_SUB_SOLD_BY).exists()
Act = commercial.get_act_model()
ActObjectivePattern = commercial.get_pattern_model()
Strategy = commercial.get_strategy_model()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
RelationType.create((constants.REL_SUB_SOLD_BY, _(u'has sold')),
(constants.REL_OBJ_SOLD_BY, _(u'has been sold by')))
RelationType.create((constants.REL_SUB_COMPLETE_GOAL, _(u'completes a goal of the commercial action')),
(constants.REL_OBJ_COMPLETE_GOAL, _(u'is completed thanks to'), [Act]))
# ---------------------------
CremePropertyType.create(constants.PROP_IS_A_SALESMAN, _(u'is a salesman'), [Contact])
# ---------------------------
MarketSegment.objects.get_or_create(property_type=None,
defaults={'name': _(u'All the organisations')},
)
# ---------------------------
for i, title in enumerate([_(u'Phone calls'), _(u'Show'), _(u'Demo')], start=1):
create_if_needed(ActType, {'pk': i}, title=title, is_custom=False)
# ---------------------------
create_hf = HeaderFilter.create
create_hf(pk=constants.DEFAULT_HFILTER_ACT, model=Act,
name=_(u'Com Action view'),
cells_desc=[(EntityCellRegularField, {'name': 'name'}),
(EntityCellRegularField, {'name': 'expected_sales'}),
(EntityCellRegularField, {'name': 'due_date'}),
],
)
create_hf(pk=constants.DEFAULT_HFILTER_STRATEGY, model=Strategy,
name=_(u"Strategy view"),
cells_desc=[(EntityCellRegularField, {'name': 'name'})],
)
create_hf(pk=constants.DEFAULT_HFILTER_PATTERN, model=ActObjectivePattern,
name=_(u"Objective pattern view"),
cells_desc=[(EntityCellRegularField, {'name': 'name'}),
(EntityCellRegularField, {'name': 'segment'}),
]
)
# ---------------------------
create_searchconf = SearchConfigItem.create_if_needed
create_searchconf(Act, ['name', 'expected_sales', 'cost', 'goal'])
create_searchconf(Strategy, ['name'])
create_searchconf(ActObjectivePattern, [], disabled=True)
# ---------------------------
SettingValue.objects.get_or_create(key_id=setting_keys.orga_approaches_key.id, defaults={'value': True})
# ---------------------------
Job.objects.get_or_create(type_id=creme_jobs.com_approaches_emails_send_type.id,
defaults={'language': settings.LANGUAGE_CODE,
'periodicity': date_period_registry.get_period('days', 1),
'status': Job.STATUS_OK,
}
)
# ---------------------------
if not already_populated:
ButtonMenuItem.create_if_needed(pk='commercial-complete_goal_button',
model=None, button=buttons.CompleteGoalButton, order=60,
)
create_bdl = BrickDetailviewLocation.create_if_needed
TOP = BrickDetailviewLocation.TOP
RIGHT = BrickDetailviewLocation.RIGHT
LEFT = BrickDetailviewLocation.LEFT
create_bdl(brick_id=bricks.ApproachesBrick.id_, order=10, zone=RIGHT)
create_bdl(brick_id=bricks.ApproachesBrick.id_, order=10, zone=RIGHT, model=Contact)
create_bdl(brick_id=bricks.ApproachesBrick.id_, order=10, zone=RIGHT, model=Organisation)
BrickDetailviewLocation.create_4_model_brick( order=5, zone=LEFT, model=Act)
create_bdl(brick_id=bricks.ActObjectivesBrick.id_, order=10, zone=LEFT, model=Act)
create_bdl(brick_id=bricks.RelatedOpportunitiesBrick.id_, order=20, zone=LEFT, model=Act)
create_bdl(brick_id=core_bricks.CustomFieldsBrick.id_, order=40, zone=LEFT, model=Act)
create_bdl(brick_id=core_bricks.PropertiesBrick.id_, order=450, zone=LEFT, model=Act)
create_bdl(brick_id=core_bricks.RelationsBrick.id_, order=500, zone=LEFT, model=Act)
create_bdl(brick_id=core_bricks.HistoryBrick.id_, order=20, zone=RIGHT, model=Act)
create_bdl(brick_id=bricks.PatternComponentsBrick.id_, order=10, zone=TOP, model=ActObjectivePattern)
BrickDetailviewLocation.create_4_model_brick( order=5, zone=LEFT, model=ActObjectivePattern)
create_bdl(brick_id=core_bricks.CustomFieldsBrick.id_, order=40, zone=LEFT, model=ActObjectivePattern)
create_bdl(brick_id=core_bricks.PropertiesBrick.id_, order=450, zone=LEFT, model=ActObjectivePattern)
create_bdl(brick_id=core_bricks.RelationsBrick.id_, order=500, zone=LEFT, model=ActObjectivePattern)
create_bdl(brick_id=core_bricks.HistoryBrick.id_, order=20, zone=RIGHT, model=ActObjectivePattern)
create_bdl(brick_id=bricks.SegmentDescriptionsBrick.id_, order=10, zone=TOP, model=Strategy)
BrickDetailviewLocation.create_4_model_brick( order=5, zone=LEFT, model=Strategy)
create_bdl(brick_id=core_bricks.CustomFieldsBrick.id_, order=40, zone=LEFT, model=Strategy)
create_bdl(brick_id=bricks.EvaluatedOrgasBrick.id_, order=50, zone=LEFT, model=Strategy)
create_bdl(brick_id=bricks.AssetsBrick.id_, order=60, zone=LEFT, model=Strategy)
create_bdl(brick_id=bricks.CharmsBrick.id_, order=70, zone=LEFT, model=Strategy)
create_bdl(brick_id=core_bricks.PropertiesBrick.id_, order=450, zone=LEFT, model=Strategy)
create_bdl(brick_id=core_bricks.RelationsBrick.id_, order=500, zone=LEFT, model=Strategy)
create_bdl(brick_id=core_bricks.HistoryBrick.id_, order=20, zone=RIGHT, model=Strategy)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed => we use the assistants blocks on detail views')
from creme.assistants import bricks as assistants_bricks
for model in (Act, ActObjectivePattern, Strategy):
create_bdl(brick_id=assistants_bricks.TodosBrick.id_, order=100, zone=RIGHT, model=model)
create_bdl(brick_id=assistants_bricks.MemosBrick.id_, order=200, zone=RIGHT, model=model)
create_bdl(brick_id=assistants_bricks.AlertsBrick.id_, order=300, zone=RIGHT, model=model)
create_bdl(brick_id=assistants_bricks.UserMessagesBrick.id_, order=400, zone=RIGHT, model=model)
if apps.is_installed('creme.documents'):
# logger.info("Documents app is installed => we use the documents blocks on Strategy's detail views")
from creme.documents.bricks import LinkedDocsBrick
for model in (Act, ActObjectivePattern, Strategy):
create_bdl(brick_id=LinkedDocsBrick.id_, order=600, zone=RIGHT, model=model)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_LINKED_2_ACTIVITY).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Activity = get_activity_model()
# ---------------------------
create_rtype = RelationType.create
create_rtype(
(constants.REL_SUB_LINKED_2_ACTIVITY,
_('related to the activity')),
(constants.REL_OBJ_LINKED_2_ACTIVITY, _('(activity) related to'),
[Activity]),
minimal_display=(True, False),
)
rt_obj_activity_subject = create_rtype(
(constants.REL_SUB_ACTIVITY_SUBJECT,
_('is subject of the activity'), [Contact, Organisation]),
(constants.REL_OBJ_ACTIVITY_SUBJECT,
_('(activity) has for subject'), [Activity]),
minimal_display=(True, False),
)[1]
rt_obj_part_2_activity = create_rtype(
(constants.REL_SUB_PART_2_ACTIVITY,
_('participates to the activity'), [Contact]),
(constants.REL_OBJ_PART_2_ACTIVITY,
_('(activity) has as participant'), [Activity]),
is_internal=True,
minimal_display=(True, False),
)[1]
# ---------------------------
create_if_needed(Status, {'pk': constants.STATUS_PLANNED},
name=pgettext('activities-status', 'Planned'),
description=pgettext('activities-status', 'Planned'),
is_custom=False)
create_if_needed(Status, {'pk': constants.STATUS_IN_PROGRESS},
name=pgettext('activities-status', 'In progress'),
description=pgettext('activities-status',
'In progress'),
is_custom=False)
create_if_needed(Status, {'pk': constants.STATUS_DONE},
name=pgettext('activities-status', 'Done'),
description=pgettext('activities-status', 'Done'),
is_custom=False)
create_if_needed(Status, {'pk': constants.STATUS_DELAYED},
name=pgettext('activities-status', 'Delayed'),
description=pgettext('activities-status', 'Delayed'),
is_custom=False)
create_if_needed(Status, {'pk': constants.STATUS_CANCELLED},
name=pgettext('activities-status', 'Cancelled'),
description=pgettext('activities-status',
'Cancelled'),
is_custom=False)
# ---------------------------
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_TASK},
name=_('Task'),
default_day_duration=0,
default_hour_duration="00:15:00",
is_custom=False)
meeting_type = \
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_MEETING}, name=_('Meeting'), default_day_duration=0, default_hour_duration="00:15:00", is_custom=False)
phone_call_type = \
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_PHONECALL}, name=_('Phone call'), default_day_duration=0, default_hour_duration="00:15:00", is_custom=False)
create_if_needed(ActivityType,
{'pk': constants.ACTIVITYTYPE_GATHERING},
name=_('Gathering'),
default_day_duration=0,
default_hour_duration="00:15:00",
is_custom=False)
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_SHOW},
name=_('Show'),
default_day_duration=1,
default_hour_duration="00:00:00",
is_custom=False)
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_DEMO},
name=_('Demonstration'),
default_day_duration=0,
default_hour_duration="01:00:00",
is_custom=False)
create_if_needed(ActivityType, {'pk': constants.ACTIVITYTYPE_INDISPO},
name=_('Unavailability'),
default_day_duration=1,
default_hour_duration="00:00:00",
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_MEETING},
name=_('Meeting'),
type=meeting_type,
is_custom=False)
create_if_needed(
ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_QUALIFICATION},
name=_('Qualification'),
type=meeting_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_REVIVAL},
name=_('Revival'),
type=meeting_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_NETWORK},
name=_('Network'),
type=meeting_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_MEETING_OTHER},
name=pgettext('activities-meeting', 'Other'),
type=meeting_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_PHONECALL_INCOMING},
name=_('Incoming'),
type=phone_call_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_PHONECALL_OUTGOING},
name=_('Outgoing'),
type=phone_call_type,
is_custom=False)
create_if_needed(
ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_PHONECALL_CONFERENCE},
name=_('Conference'),
type=phone_call_type,
is_custom=False)
create_if_needed(ActivitySubType,
{'pk': constants.ACTIVITYSUBTYPE_PHONECALL_FAILED},
name=_('Outgoing - Failed'),
type=phone_call_type,
is_custom=False)
# ---------------------------
HeaderFilter.create(
pk=constants.DEFAULT_HFILTER_ACTIVITY,
name=_('Activity view'),
model=Activity,
cells_desc=[
(EntityCellRegularField, {
'name': 'start'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'type'
}),
EntityCellRelation(model=Activity,
rtype=rt_obj_part_2_activity),
EntityCellRelation(model=Activity,
rtype=rt_obj_activity_subject),
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'end'
}),
],
)
# ---------------------------
create_efilter = EntityFilter.create
for pk, name, atype_id in (
(constants.EFILTER_MEETINGS, _('Meetings'),
constants.ACTIVITYTYPE_MEETING),
(constants.EFILTER_PHONECALLS, _('Phone calls'),
constants.ACTIVITYTYPE_PHONECALL),
(constants.EFILTER_TASKS, _('Tasks'), constants.ACTIVITYTYPE_TASK),
):
create_efilter(
pk,
name=name,
model=Activity,
is_custom=False,
user='******',
conditions=[
# EntityFilterCondition.build_4_field(
# model=Activity,
# operator=EntityFilterCondition.EQUALS,
# name='type',
# values=[atype_id],
# ),
condition_handler.RegularFieldConditionHandler.
build_condition(
model=Activity,
operator=operators.EqualsOperator,
field_name='type',
values=[atype_id],
),
],
)
create_efilter(
constants.EFILTER_PARTICIPATE,
name=_('In which I participate'),
model=Activity,
is_custom=False,
user='******',
conditions=[
# EntityFilterCondition.build_4_relation_subfilter(
# rtype=rt_obj_part_2_activity,
# subfilter=EntityFilter.get_latest_version(FILTER_CONTACT_ME)
# ),
condition_handler.RelationSubFilterConditionHandler.
build_condition(
model=Activity,
rtype=rt_obj_part_2_activity,
subfilter=EntityFilter.get_latest_version(
FILTER_CONTACT_ME),
),
],
)
# ---------------------------
SearchConfigItem.create_if_needed(
Activity, ['title', 'description', 'type__name'])
# ---------------------------
# for user in get_user_model().objects.all():
# Calendar.objects.get_default_calendar(user)
# TODO: remove this code in Creme 2.2 (it avoids install of creme which
# are upgraded to 2.1 to force using the command "activities_create_default_calendars")
cal_is_public = settings.ACTIVITIES_DEFAULT_CALENDAR_IS_PUBLIC
if cal_is_public is not None:
if isinstance(cal_is_public, bool):
users = get_user_model().objects.filter(
is_staff=False,
is_active=True,
calendar__is_default__isnull=True,
)
for user in users:
Calendar.objects.create_default_calendar(
user=user, is_public=cal_is_public)
else:
logger.error(
'ACTIVITIES_DEFAULT_CALENDAR_IS_PUBLIC is invalid '
'(not in {None, True, False}) ')
# ---------------------------
create_svalue = SettingValue.objects.get_or_create
create_svalue(key_id=setting_keys.review_key.id,
defaults={'value': True})
create_svalue(key_id=setting_keys.auto_subjects_key.id,
defaults={'value': True})
create_svalue(key_id=setting_keys.form_user_messages_key.id,
defaults={'value': False})
# ---------------------------
if not already_populated:
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.create_for_model_brick(
order=5, zone=LEFT, model=Activity)
create_bdl = BrickDetailviewLocation.objects.create_if_needed
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT,
model=Activity)
create_bdl(brick=bricks.RelatedCalendarBrick,
order=90,
zone=LEFT,
model=Activity)
create_bdl(brick=bricks.ParticipantsBrick,
order=100,
zone=LEFT,
model=Activity)
create_bdl(brick=bricks.SubjectsBrick,
order=120,
zone=LEFT,
model=Activity)
create_bdl(brick=core_bricks.PropertiesBrick,
order=450,
zone=LEFT,
model=Activity)
create_bdl(brick=core_bricks.RelationsBrick,
order=500,
zone=LEFT,
model=Activity)
create_bdl(brick=core_bricks.HistoryBrick,
order=20,
zone=RIGHT,
model=Activity)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed => we use the assistants blocks on detail views'
)
from creme.assistants import bricks as a_bricks
create_bdl(brick=a_bricks.TodosBrick,
order=100,
zone=RIGHT,
model=Activity)
create_bdl(brick=a_bricks.MemosBrick,
order=200,
zone=RIGHT,
model=Activity)
create_bdl(brick=a_bricks.AlertsBrick,
order=300,
zone=RIGHT,
model=Activity)
create_bdl(brick=a_bricks.UserMessagesBrick,
order=400,
zone=RIGHT,
model=Activity)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
create_bdl(brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Activity)
future_id = bricks.FutureActivitiesBrick.id_
past_id = bricks.PastActivitiesBrick.id_
create_bdl(brick=future_id, order=20, zone=RIGHT, model=Contact)
create_bdl(brick=past_id, order=21, zone=RIGHT, model=Contact)
create_bdl(brick=future_id,
order=20,
zone=RIGHT,
model=Organisation)
create_bdl(brick=past_id, order=21, zone=RIGHT, model=Organisation)
BrickHomeLocation.objects.create(brick_id=future_id, order=20)
BrickHomeLocation.objects.create(brick_id=past_id, order=21)
# ---------------------------
create_button = ButtonMenuItem.create_if_needed
create_button('activities-add_activity_button',
model=None,
button=buttons.AddRelatedActivityButton,
order=10)
create_button('activities-add_meeting_button',
model=None,
button=buttons.AddMeetingButton,
order=11)
create_button('activities-add_phonecall_button',
model=None,
button=buttons.AddPhoneCallButton,
order=12)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_LINKED_2_TICKET, ).exists()
Ticket = get_ticket_model()
TicketTemplate = get_tickettemplate_model()
RelationType.create(
(constants.REL_SUB_LINKED_2_TICKET, _('is linked to the ticket')),
(constants.REL_OBJ_LINKED_2_TICKET,
_('(ticket) linked to the entity'), [Ticket]),
)
if apps.is_installed('creme.activities'):
logger.info(
'Activities app is installed => a Ticket can be the subject of an Activity'
)
from creme.activities.constants import REL_SUB_ACTIVITY_SUBJECT
RelationType.objects.get(
pk=REL_SUB_ACTIVITY_SUBJECT).add_subject_ctypes(Ticket)
# ---------------------------
for pk, name, is_closed in BASE_STATUS:
create_if_needed(
Status,
{'pk': pk},
name=str(name),
is_closed=is_closed,
is_custom=False,
order=pk,
)
# ---------------------------
create_hf = HeaderFilter.objects.create_if_needed
create_hf(
pk=constants.DEFAULT_HFILTER_TICKET,
model=Ticket,
name=_('Ticket view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'number'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'priority'
}),
(EntityCellRegularField, {
'name': 'criticity'
}),
(EntityCellRegularField, {
'name': 'closing_date'
}),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_TTEMPLATE,
model=TicketTemplate,
name=_('Ticket template view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'priority'
}),
(EntityCellRegularField, {
'name': 'criticity'
}),
],
)
# ---------------------------
common_groups_desc = [
{
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS
},
),
],
},
]
creation_only_groups_desc = [
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name': EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.TICKET_CREATION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'priority'
}),
(EntityCellRegularField, {
'name': 'criticity'
}),
(EntityCellRegularField, {
'name': 'solution'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
*common_groups_desc,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.TICKET_EDITION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'priority'
}),
(EntityCellRegularField, {
'name': 'criticity'
}),
(EntityCellRegularField, {
'name': 'solution'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
*common_groups_desc,
],
)
template_rfields_group_desc = {
'name':
_('General information'),
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'priority'
}),
(EntityCellRegularField, {
'name': 'criticity'
}),
(EntityCellRegularField, {
'name': 'solution'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS
},
),
],
}
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.TTEMPLATE_CREATION_CFORM,
groups_desc=[
template_rfields_group_desc,
*common_groups_desc,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.TTEMPLATE_EDITION_CFORM,
groups_desc=[
template_rfields_group_desc,
*common_groups_desc,
],
)
# ---------------------------
SearchConfigItem.objects.create_if_needed(
Ticket,
[
'title',
'number',
'description',
'status__name',
'priority__name',
'criticity__name',
],
)
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='tickets-').exists():
container = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Tools')},
defaults={'order': 100},
)[0]
MenuConfigItem.objects.create(
entry_id=TicketsEntry.id,
parent=container,
order=100,
)
# ---------------------------
if not already_populated:
for i, name in enumerate(
[_('Low'),
_('Normal'),
_('High'),
_('Urgent'),
_('Blocking')],
start=1,
):
create_if_needed(Priority, {'pk': i}, name=name, order=i)
for i, name in enumerate(
[
_('Minor'),
_('Major'),
_('Feature'),
_('Critical'),
_('Enhancement'),
_('Error')
],
start=1,
):
create_if_needed(Criticity, {'pk': i}, name=name, order=i)
# ---------------------------
rbi = RelationBrickItem.objects.create_if_needed(
constants.REL_OBJ_LINKED_2_TICKET)
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Ticket,
'zone': BrickDetailviewLocation.LEFT
},
data=[
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': rbi.brick_id,
'order': 1,
'zone': RIGHT
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
])
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed => we use the assistants blocks on detail view'
)
from creme.assistants import bricks as a_bricks
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Ticket,
'zone': RIGHT
},
data=[
{
'brick': a_bricks.TodosBrick,
'order': 100
},
{
'brick': a_bricks.MemosBrick,
'order': 200
},
{
'brick': a_bricks.AlertsBrick,
'order': 300
},
{
'brick': a_bricks.UserMessagesBrick,
'order': 400
},
],
)
if apps.is_installed('creme.documents'):
# logger.info("Documents app is installed
# => we use the documents block on Ticket's detail views")
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.create_if_needed(
brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Ticket,
)
# ---------------------------
if apps.is_installed('creme.persons'):
try:
from creme.persons import (
get_contact_model,
get_organisation_model,
)
except ImportError as e:
logger.info(str(e))
else:
from creme.tickets.buttons import Linked2TicketButton
logger.info(
"'Persons' app is installed "
"=> add button 'Linked to a ticket' to Contact & Organisation"
)
create_bmi = ButtonMenuItem.objects.create_if_needed
for model in (get_contact_model(),
get_organisation_model()):
create_bmi(model=model,
button=Linked2TicketButton,
order=50)
def create_invoice_status(pk, name, **kwargs):
create_if_needed(InvoiceStatus, {'pk': pk}, name=name, **kwargs)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_LINKED_2_ACTIVITY, ).exists()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
Activity = get_activity_model()
# ---------------------------
create_rtype = RelationType.create
create_rtype(
(constants.REL_SUB_LINKED_2_ACTIVITY,
_('related to the activity')),
(constants.REL_OBJ_LINKED_2_ACTIVITY, _('(activity) related to'),
[Activity]),
minimal_display=(True, False),
)
rt_obj_activity_subject = create_rtype(
(
constants.REL_SUB_ACTIVITY_SUBJECT,
_('is subject of the activity'),
[Contact, Organisation],
),
(
constants.REL_OBJ_ACTIVITY_SUBJECT,
_('(activity) has for subject'),
[Activity],
),
minimal_display=(True, False),
)[1]
rt_obj_part_2_activity = create_rtype(
(constants.REL_SUB_PART_2_ACTIVITY,
_('participates to the activity'), [Contact]),
(constants.REL_OBJ_PART_2_ACTIVITY,
_('(activity) has as participant'), [Activity]),
is_internal=True,
minimal_display=(True, False),
)[1]
# ---------------------------
def create_status(pk, name):
create_if_needed(
Status,
{'pk': pk},
name=name,
description=name,
is_custom=False,
)
create_status(constants.STATUS_PLANNED,
pgettext('activities-status', 'Planned')),
create_status(constants.STATUS_IN_PROGRESS,
pgettext('activities-status', 'In progress')),
create_status(constants.STATUS_DONE,
pgettext('activities-status', 'Done')),
create_status(constants.STATUS_DELAYED,
pgettext('activities-status', 'Delayed')),
create_status(constants.STATUS_CANCELLED,
pgettext('activities-status', 'Cancelled')),
# ---------------------------
act_types_info = {
constants.ACTIVITYTYPE_TASK: {
'name': _('Task'),
'day': 0,
'hour': '00:15:00',
},
constants.ACTIVITYTYPE_MEETING: {
'name': _('Meeting'),
'day': 0,
'hour': '00:15:00',
},
constants.ACTIVITYTYPE_PHONECALL: {
'name': _('Phone call'),
'day': 0,
'hour': '00:15:00',
},
constants.ACTIVITYTYPE_GATHERING: {
'name': _('Gathering'),
'day': 0,
'hour': '00:15:00',
},
constants.ACTIVITYTYPE_SHOW: {
'name': _('Show'),
'day': 1,
'hour': '00:00:00',
},
constants.ACTIVITYTYPE_DEMO: {
'name': _('Demonstration'),
'day': 0,
'hour': '01:00:00',
},
constants.ACTIVITYTYPE_INDISPO: {
'name': _('Unavailability'),
'day': 1,
'hour': '00:00:00',
},
}
act_types = {
pk: create_if_needed(
ActivityType,
{'pk': pk},
name=info['name'],
default_day_duration=info['day'],
default_hour_duration=info['hour'],
is_custom=False,
)
for pk, info in act_types_info.items()
}
def create_subtype(atype, pk, name):
create_if_needed(
ActivitySubType,
{'pk': pk},
name=name,
type=atype,
is_custom=False,
)
meeting_t = act_types[constants.ACTIVITYTYPE_MEETING]
for pk, name in [
(constants.ACTIVITYSUBTYPE_MEETING_MEETING, _('Meeting')),
(constants.ACTIVITYSUBTYPE_MEETING_QUALIFICATION,
_('Qualification')),
(constants.ACTIVITYSUBTYPE_MEETING_REVIVAL, _('Revival')),
(constants.ACTIVITYSUBTYPE_MEETING_NETWORK, _('Network')),
(constants.ACTIVITYSUBTYPE_MEETING_OTHER,
pgettext('activities-meeting', 'Other')),
]:
create_subtype(meeting_t, pk, name)
pcall_t = act_types[constants.ACTIVITYTYPE_PHONECALL]
for pk, name in [
(constants.ACTIVITYSUBTYPE_PHONECALL_INCOMING, _('Incoming')),
(constants.ACTIVITYSUBTYPE_PHONECALL_OUTGOING, _('Outgoing')),
(constants.ACTIVITYSUBTYPE_PHONECALL_CONFERENCE, _('Conference')),
(constants.ACTIVITYSUBTYPE_PHONECALL_FAILED,
_('Outgoing - Failed')),
]:
create_subtype(pcall_t, pk, name)
# ---------------------------
HeaderFilter.objects.create_if_needed(
pk=constants.DEFAULT_HFILTER_ACTIVITY,
name=_('Activity view'),
model=Activity,
cells_desc=[
(EntityCellRegularField, {
'name': 'start'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'type'
}),
EntityCellRelation(model=Activity,
rtype=rt_obj_part_2_activity),
EntityCellRelation(model=Activity,
rtype=rt_obj_activity_subject),
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'end'
}),
],
)
# ---------------------------
create_efilter = EntityFilter.objects.smart_update_or_create
for pk, name, atype_id in [
(constants.EFILTER_MEETINGS, _('Meetings'),
constants.ACTIVITYTYPE_MEETING),
(constants.EFILTER_PHONECALLS, _('Phone calls'),
constants.ACTIVITYTYPE_PHONECALL),
(constants.EFILTER_TASKS, _('Tasks'), constants.ACTIVITYTYPE_TASK),
]:
create_efilter(
pk,
name=name,
model=Activity,
is_custom=False,
user='******',
conditions=[
condition_handler.RegularFieldConditionHandler.
build_condition(
model=Activity,
operator=operators.EqualsOperator,
field_name='type',
values=[atype_id],
),
],
)
create_efilter(
constants.EFILTER_PARTICIPATE,
name=_('In which I participate'),
model=Activity,
is_custom=False,
user='******',
conditions=[
condition_handler.RelationSubFilterConditionHandler.
build_condition(
model=Activity,
rtype=rt_obj_part_2_activity,
subfilter=EntityFilter.objects.get_latest_version(
FILTER_CONTACT_ME),
),
],
)
# ---------------------------
when_group = {
'name':
_('When'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
act_forms.StartSubCell(model=Activity).into_cell(),
act_forms.EndSubCell(model=Activity).into_cell(),
(EntityCellRegularField, {
'name': 'is_all_day'
}),
],
}
alerts_groups = [
{
'name':
_('Generate an alert on a specific date'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
act_forms.DatetimeAlertSubCell(model=Activity).into_cell(),
],
},
{
'name':
_('Generate an alert in a while'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
act_forms.PeriodAlertSubCell(model=Activity).into_cell(),
],
},
]
participants_group = {
'name':
_('Participants & subjects'),
'cells': [
act_forms.MyParticipationSubCell(model=Activity).into_cell(),
act_forms.ParticipatingUsersSubCell(
model=Activity).into_cell(),
act_forms.OtherParticipantsSubCell(model=Activity).into_cell(),
act_forms.ActivitySubjectsSubCell(model=Activity).into_cell(),
act_forms.LinkedEntitiesSubCell(model=Activity).into_cell(),
],
}
common_groups_desc = [
{
'name': _('Description'),
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS
},
),
],
},
]
relations_n_properties_groups = [
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name': EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ACTIVITY_CREATION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'minutes'
}),
(EntityCellRegularField, {
'name': 'place'
}),
(EntityCellRegularField, {
'name': 'duration'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'busy'
}),
act_forms.ActivitySubTypeSubCell(
model=Activity).into_cell(),
# act_forms.CommercialApproachSubCell(model=Activity).into_cell(),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
when_group,
*alerts_groups,
participants_group,
*common_groups_desc,
*relations_n_properties_groups,
# {
# 'name': _('Users to keep informed'),
# 'cells': [
# (
# act_forms.UserMessagesSubCell(model=Activity).into_cell(),
# ),
# ],
# },
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ACTIVITY_CREATION_FROM_CALENDAR_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
# (EntityCellRegularField, {'name': 'minutes'}),
(EntityCellRegularField, {
'name': 'place'
}),
(EntityCellRegularField, {
'name': 'duration'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'busy'
}),
act_forms.ActivitySubTypeSubCell(
model=Activity).into_cell(),
# act_forms.CommercialApproachSubCell(model=Activity).into_cell(),
# NB: we do not want 'minutes' in the default form
# (
# EntityCellCustomFormSpecial,
# {'name': EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS},
# ),
],
},
when_group,
*alerts_groups,
participants_group,
*common_groups_desc,
*relations_n_properties_groups,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.UNAVAILABILITY_CREATION_FROM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
act_forms.UnavailabilityTypeSubCell(
model=Activity).into_cell(),
],
},
when_group,
{
'name':
_('Unavailable users'),
'cells': [
act_forms.ParticipatingUsersSubCell(
model=Activity).into_cell(),
],
},
*common_groups_desc,
*relations_n_properties_groups,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.ACTIVITY_EDITION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'minutes'
}),
(EntityCellRegularField, {
'name': 'place'
}),
(EntityCellRegularField, {
'name': 'duration'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'busy'
}),
act_forms.ActivitySubTypeSubCell(
model=Activity).into_cell(),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
when_group,
*common_groups_desc,
],
)
# ---------------------------
SearchConfigItem.objects.create_if_needed(
Activity,
['title', 'description', 'type__name'],
)
# ---------------------------
create_svalue = SettingValue.objects.get_or_create
create_svalue(key_id=setting_keys.review_key.id,
defaults={'value': True})
create_svalue(key_id=setting_keys.auto_subjects_key.id,
defaults={'value': True})
# create_svalue(key_id=setting_keys.form_user_messages_key.id, defaults={'value': False})
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='activities-').exists():
create_mitem = MenuConfigItem.objects.create
container = create_mitem(
entry_id=ContainerEntry.id,
entry_data={'label': _('Activities')},
order=10,
)
create_mitem(entry_id=menu.CalendarEntry.id,
order=10,
parent=container)
create_mitem(entry_id=menu.ActivitiesEntry.id,
order=20,
parent=container)
create_mitem(entry_id=menu.PhoneCallsEntry.id,
order=30,
parent=container)
create_mitem(entry_id=menu.MeetingsEntry.id,
order=40,
parent=container)
# ---------------------------
if not already_populated:
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Activity,
'zone': LEFT
},
data=[
{
'order': 5
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.RelatedCalendarBrick,
'order': 90
},
{
'brick': bricks.ParticipantsBrick,
'order': 100
},
{
'brick': bricks.SubjectsBrick,
'order': 120
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed'
' => we use the assistants blocks on detail views')
from creme.assistants import bricks as a_bricks
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Activity,
'zone': RIGHT
},
data=[
{
'brick': a_bricks.TodosBrick,
'order': 100
},
{
'brick': a_bricks.MemosBrick,
'order': 200
},
{
'brick': a_bricks.AlertsBrick,
'order': 300
},
{
'brick': a_bricks.UserMessagesBrick,
'order': 400
},
],
)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed
# => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.create_if_needed(
brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=Activity,
)
future_id = bricks.FutureActivitiesBrick.id_
past_id = bricks.PastActivitiesBrick.id_
BrickDetailviewLocation.objects.multi_create(
defaults={'zone': RIGHT},
data=[
{
'brick': future_id,
'order': 20,
'model': Contact
},
{
'brick': past_id,
'order': 21,
'model': Contact
},
{
'brick': future_id,
'order': 20,
'model': Organisation
},
{
'brick': past_id,
'order': 21,
'model': Organisation
},
],
)
BrickHomeLocation.objects.create(brick_id=future_id, order=20)
BrickHomeLocation.objects.create(brick_id=past_id, order=21)
# ---------------------------
create_button = ButtonMenuItem.objects.create_if_needed
create_button(button=buttons.AddRelatedActivityButton, order=10)
create_button(button=buttons.AddMeetingButton, order=11)
create_button(button=buttons.AddPhoneCallButton, order=12)
def create_quote_status(pk, name, **kwargs):
create_if_needed(QuoteStatus, {'pk': pk}, name=name, **kwargs)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_RELATED_2_DOC,
).exists()
Document = get_document_model()
Folder = get_folder_model()
RelationType.create(
(constants.REL_SUB_RELATED_2_DOC, _('related to the document')),
(constants.REL_OBJ_RELATED_2_DOC, _('document related to'), [Document])
)
# ---------------------------
# TODO: pk string (or UUID) (+ move DOCUMENTS_FROM_EMAILS in 'emails' app) ??
entities_cat = create_if_needed(
FolderCategory,
{'pk': constants.DOCUMENTS_FROM_ENTITIES},
name=str(constants.DOCUMENTS_FROM_ENTITIES_NAME), is_custom=False,
)
create_if_needed(
FolderCategory,
{'pk': constants.DOCUMENTS_FROM_EMAILS},
name=str(constants.DOCUMENTS_FROM_EMAILS_NAME), is_custom=False,
)
# TODO: created by 'products' & 'persons' app ?
create_doc_cat = DocumentCategory.objects.get_or_create
create_doc_cat(
uuid=constants.UUID_DOC_CAT_IMG_PRODUCT,
defaults={
'name': _('Product image'),
'is_custom': False,
},
)
create_doc_cat(
uuid=constants.UUID_DOC_CAT_IMG_ORGA,
defaults={
'name': _('Organisation logo'),
'is_custom': False,
},
)
create_doc_cat(
uuid=constants.UUID_DOC_CAT_IMG_CONTACT,
defaults={
'name': _('Contact photograph'),
'is_custom': False,
},
)
# ---------------------------
user = get_user_model().objects.get_admin()
if not folder_model_is_custom():
get_create_folder = Folder.objects.get_or_create
get_create_folder(
uuid=constants.UUID_FOLDER_RELATED2ENTITIES,
defaults={
'user': user,
'title': 'Creme',
'category': entities_cat,
'description': _('Folder containing all the documents related to entities'),
},
)
get_create_folder(
uuid=constants.UUID_FOLDER_IMAGES,
defaults={
'user': user,
'title': _('Images'),
}
)
# ---------------------------
create_hf = HeaderFilter.objects.create_if_needed
create_hf(
pk=constants.DEFAULT_HFILTER_DOCUMENT, model=Document,
name=_('Document view'),
cells_desc=[
(EntityCellRegularField, {'name': 'title'}),
(EntityCellRegularField, {'name': 'linked_folder__title'}),
(EntityCellRegularField, {'name': 'mime_type'}),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_FOLDER, model=Folder,
name=_('Folder view'),
cells_desc=[
(EntityCellRegularField, {'name': 'title'}),
(EntityCellRegularField, {'name': 'description'}),
(EntityCellRegularField, {'name': 'category'}),
],
)
# ---------------------------
EntityFilter.objects.smart_update_or_create(
constants.EFILTER_IMAGES, name=_('Images'), model=Document,
is_custom=False, user='******',
conditions=[
condition_handler.RegularFieldConditionHandler.build_condition(
model=Document,
operator=operators.StartsWithOperator,
field_name='mime_type__name',
values=[constants.MIMETYPE_PREFIX_IMG],
),
],
)
# ---------------------------
common_groups_desc = [
{
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {'name': 'description'}),
],
}, {
'name': _('Custom fields'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{'name': EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS},
),
],
},
]
creation_only_groups_desc = [
{
'name': _('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{'name': EntityCellCustomFormSpecial.CREME_PROPERTIES},
),
],
}, {
'name': _('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{'name': EntityCellCustomFormSpecial.RELATIONS},
),
],
},
]
base_folder_groups_desc = [
{
'name': _('General information'),
'layout': LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {'name': 'user'}),
(EntityCellRegularField, {'name': 'title'}),
(EntityCellRegularField, {'name': 'parent_folder'}),
(EntityCellRegularField, {'name': 'category'}),
(
EntityCellCustomFormSpecial,
{'name': EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS},
),
],
},
*common_groups_desc,
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.FOLDER_CREATION_CFORM,
groups_desc=[
*base_folder_groups_desc,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.FOLDER_EDITION_CFORM,
groups_desc=base_folder_groups_desc,
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.DOCUMENT_CREATION_CFORM,
groups_desc=[
{
'name': _('General information'),
'layout': LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {'name': 'user'}),
(EntityCellRegularField, {'name': 'title'}),
(EntityCellRegularField, {'name': 'filedata'}),
(EntityCellRegularField, {'name': 'linked_folder'}),
(EntityCellRegularField, {'name': 'categories'}),
(
EntityCellCustomFormSpecial,
{'name': EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS},
),
],
},
*common_groups_desc,
*creation_only_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.DOCUMENT_EDITION_CFORM,
groups_desc=[
{
'name': _('General information'),
'layout': LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {'name': 'user'}),
(EntityCellRegularField, {'name': 'title'}),
(EntityCellRegularField, {'name': 'linked_folder'}),
(EntityCellRegularField, {'name': 'categories'}),
(
EntityCellCustomFormSpecial,
{'name': EntityCellCustomFormSpecial.REMAINING_REGULARFIELDS},
),
],
},
*common_groups_desc,
],
)
# ---------------------------
create_sci = SearchConfigItem.objects.create_if_needed
create_sci(Document, ['title', 'description', 'linked_folder__title', 'categories__name'])
create_sci(Folder, ['title', 'description', 'category__name'])
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(entry_id__startswith='documents-').exists():
container = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Tools')},
defaults={'order': 100},
)[0]
create_mitem = partial(MenuConfigItem.objects.create, parent=container)
create_mitem(entry_id=menu.DocumentsEntry.id, order=10)
create_mitem(entry_id=menu.FoldersEntry.id, order=20)
# ---------------------------
if not already_populated:
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.multi_create(
defaults={'model': Folder, 'zone': BrickDetailviewLocation.LEFT},
data=[
{'order': 5}, # generic info brick
{'brick': core_bricks.CustomFieldsBrick, 'order': 40},
{'brick': bricks.ChildFoldersBrick, 'order': 50},
{'brick': bricks.FolderDocsBrick, 'order': 60},
{'brick': core_bricks.PropertiesBrick, 'order': 450},
{'brick': core_bricks.RelationsBrick, 'order': 500},
{'brick': core_bricks.HistoryBrick, 'order': 20, 'zone': RIGHT},
],
)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed'
' => we use the assistants blocks on detail view'
)
from creme.assistants import bricks as a_bricks
BrickDetailviewLocation.objects.multi_create(
defaults={'zone': RIGHT},
data=[
{'brick': a_bricks.TodosBrick, 'order': 100},
{'brick': a_bricks.MemosBrick, 'order': 200},
{'brick': a_bricks.AlertsBrick, 'order': 300},
{'brick': a_bricks.UserMessagesBrick, 'order': 400},
],
)
def populate(self):
already_populated = RelationType.objects.filter(
pk=constants.REL_SUB_PROJECT_MANAGER, ).exists()
Contact = get_contact_model()
Activity = get_activity_model()
Project = get_project_model()
ProjectTask = get_task_model()
create_rtype = RelationType.create
create_rtype(
(
constants.REL_SUB_PROJECT_MANAGER,
_('is one of the leaders of this project'),
[Contact],
),
(
constants.REL_OBJ_PROJECT_MANAGER,
_('has as leader'),
[Project],
),
)
create_rtype(
(
constants.REL_SUB_LINKED_2_PTASK,
_('is related to the task of project'),
[Activity],
),
(
constants.REL_OBJ_LINKED_2_PTASK,
_('includes the activity'),
[ProjectTask],
),
is_internal=True,
minimal_display=(False, True),
)
create_rtype(
(constants.REL_SUB_PART_AS_RESOURCE, _('is a resource of'),
[Contact]),
(constants.REL_OBJ_PART_AS_RESOURCE, _('has as a resource'),
[Activity]),
is_internal=True,
)
# ---------------------------
for pk, statusdesc in constants.TASK_STATUS.items():
create_if_needed(
TaskStatus,
{'pk': pk},
name=str(statusdesc.name),
order=pk,
description=str(statusdesc.verbose_name),
is_custom=False,
)
# ---------------------------
create_hf = HeaderFilter.objects.create_if_needed
create_hf(
pk=constants.DEFAULT_HFILTER_PROJECT,
model=Project,
name=_('Project view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'start_date'
}),
(EntityCellRegularField, {
'name': 'end_date'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'description'
}),
],
)
# Used in form
create_hf(
pk='projects-hf_task',
name=_('Task view'),
model=ProjectTask,
cells_desc=[
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'description'
}),
],
)
# ---------------------------
common_groups_desc = [
{
'name': _('Description'),
'layout': LAYOUT_DUAL_SECOND,
'cells': [
(EntityCellRegularField, {
'name': 'description'
}),
],
},
{
'name':
_('Custom fields'),
'layout':
LAYOUT_DUAL_SECOND,
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.REMAINING_CUSTOMFIELDS
},
),
],
},
]
only_creation_groups_desc = [
{
'name':
_('Properties'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.CREME_PROPERTIES
},
),
],
},
{
'name':
_('Relationships'),
'cells': [
(
EntityCellCustomFormSpecial,
{
'name': EntityCellCustomFormSpecial.RELATIONS
},
),
],
},
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.PROJECT_CREATION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'status'
}),
ProjectLeadersSubCell(model=Project).into_cell(),
(EntityCellRegularField, {
'name': 'start_date'
}),
(EntityCellRegularField, {
'name': 'end_date'
}),
(EntityCellRegularField, {
'name': 'currency'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
*common_groups_desc,
*only_creation_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.PROJECT_EDITION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'layout':
LAYOUT_DUAL_FIRST,
'cells': [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'status'
}),
(EntityCellRegularField, {
'name': 'start_date'
}),
(EntityCellRegularField, {
'name': 'end_date'
}),
(EntityCellRegularField, {
'name': 'currency'
}),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
*common_groups_desc,
],
)
task_rfields_cells = [
(EntityCellRegularField, {
'name': 'user'
}),
(EntityCellRegularField, {
'name': 'title'
}),
(EntityCellRegularField, {
'name': 'start'
}),
(EntityCellRegularField, {
'name': 'end'
}),
(EntityCellRegularField, {
'name': 'duration'
}),
(EntityCellRegularField, {
'name': 'tstatus'
}),
]
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.TASK_CREATION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'cells': [
*task_rfields_cells,
ParentTasksSubCell(model=ProjectTask).into_cell(),
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
*common_groups_desc,
*only_creation_groups_desc,
],
)
CustomFormConfigItem.objects.create_if_needed(
descriptor=custom_forms.TASK_EDITION_CFORM,
groups_desc=[
{
'name':
_('General information'),
'cells': [
*task_rfields_cells,
(
EntityCellCustomFormSpecial,
{
'name':
EntityCellCustomFormSpecial.
REMAINING_REGULARFIELDS
},
),
],
},
*common_groups_desc,
],
)
# ---------------------------
create_searchconf = SearchConfigItem.objects.create_if_needed
create_searchconf(
Project,
['name', 'description', 'status__name'],
)
create_searchconf(
ProjectTask,
['linked_project__name', 'duration', 'tstatus__name'],
)
# ---------------------------
# TODO: move to "not already_populated" section in creme2.4
if not MenuConfigItem.objects.filter(
entry_id__startswith='projects-').exists():
container = MenuConfigItem.objects.get_or_create(
entry_id=ContainerEntry.id,
entry_data={'label': _('Tools')},
defaults={'order': 100},
)[0]
MenuConfigItem.objects.create(
entry_id=ProjectsEntry.id,
parent=container,
order=50,
)
# ---------------------------
if not already_populated:
for pk, (name, description) in enumerate([
(
_('Invitation to tender'),
_('Response to an invitation to tender'),
),
(
_('Initialization'),
_('The project is starting'),
),
(
_('Preliminary phase'),
_('The project is in the process of analysis and design'),
),
(
_('Achievement'),
_('The project is being implemented'),
),
(
_('Tests'),
_('The project is in the testing process (unit / integration / functional)'
),
),
(
_('User acceptance tests'),
_('The project is in the user acceptance testing process'),
),
(_('Finished'), _('The project is finished')),
],
start=1):
create_if_needed(
ProjectStatus,
{'pk': pk},
name=name,
order=pk,
description=description,
)
# ---------------------------
TOP = BrickDetailviewLocation.TOP
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': Project,
'zone': LEFT
},
data=[
{
'brick': bricks.ProjectTasksBrick,
'order': 2,
'zone': TOP
},
{
'order': 5
},
{
'brick': bricks.ProjectExtraInfoBrick,
'order': 30
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': ProjectTask,
'zone': LEFT
},
data=[
{
'brick': bricks.TaskResourcesBrick,
'order': 2,
'zone': TOP
},
{
'brick': bricks.TaskActivitiesBrick,
'order': 4,
'zone': TOP
},
{
'order': 5
},
{
'brick': bricks.TaskExtraInfoBrick,
'order': 30
},
{
'brick': core_bricks.CustomFieldsBrick,
'order': 40
},
{
'brick': bricks.ParentTasksBrick,
'order': 50
},
{
'brick': core_bricks.PropertiesBrick,
'order': 450
},
{
'brick': core_bricks.RelationsBrick,
'order': 500
},
{
'brick': core_bricks.HistoryBrick,
'order': 20,
'zone': RIGHT
},
],
)
if apps.is_installed('creme.assistants'):
logger.info('Assistants app is installed'
' => we use the assistants blocks on detail views')
from creme.assistants import bricks as a_bricks
for model in (Project, ProjectTask):
BrickDetailviewLocation.objects.multi_create(
defaults={
'model': model,
'zone': RIGHT
},
data=[
{
'brick': a_bricks.TodosBrick,
'order': 100
},
{
'brick': a_bricks.MemosBrick,
'order': 200
},
{
'brick': a_bricks.AlertsBrick,
'order': 300
},
{
'brick': a_bricks.UserMessagesBrick,
'order': 400
},
],
)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed
# => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
BrickDetailviewLocation.objects.multi_create(
defaults={
'brick': LinkedDocsBrick,
'order': 600,
'zone': RIGHT
},
data=[{
'model': model
} for model in (Project, ProjectTask)],
)
def populate(self, *args, **kwargs):
PollCampaign = polls.get_pollcampaign_model()
PollForm = polls.get_pollform_model()
PollReply = polls.get_pollreply_model()
Contact = persons.get_contact_model()
Organisation = persons.get_organisation_model()
create_hf = HeaderFilter.create
create_hf(
pk=constants.DEFAULT_HFILTER_PFORM,
model=PollForm,
name=_('Form view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_PREPLY,
model=PollReply,
name=_('Reply view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'pform'
}),
(EntityCellRegularField, {
'name': 'person'
}),
],
)
create_hf(
pk=constants.DEFAULT_HFILTER_PCAMPAIGN,
model=PollCampaign,
name=_('Campaign view'),
cells_desc=[
(EntityCellRegularField, {
'name': 'name'
}),
(EntityCellRegularField, {
'name': 'due_date'
}),
(EntityCellRegularField, {
'name': 'segment'
}),
],
)
# ---------------------------
create_searchconf = SearchConfigItem.create_if_needed
create_searchconf(PollForm, ['name'])
create_searchconf(PollReply, ['name'])
create_searchconf(PollCampaign, ['name'])
# ---------------------------
if not PollType.objects.exists(
): # NB: no straightforward way to test that this populate script has not been already run
create_if_needed(PollType, {'pk': 1}, name=_('Survey'))
create_if_needed(PollType, {'pk': 2}, name=_('Monitoring'))
create_if_needed(PollType, {'pk': 3}, name=_('Assessment'))
# ---------------------------
# NB: no straightforward way to test that this populate script has not been already run
if not BrickDetailviewLocation.objects.filter_for_model(
PollForm).exists():
TOP = BrickDetailviewLocation.TOP
LEFT = BrickDetailviewLocation.LEFT
RIGHT = BrickDetailviewLocation.RIGHT
create_bdl = BrickDetailviewLocation.objects.create_if_needed
create_bdl_4_model = BrickDetailviewLocation.objects.create_for_model_brick
create_bdl(brick=bricks.PollFormLinesBrick,
order=5,
zone=TOP,
model=PollForm)
create_bdl_4_model(order=5, zone=LEFT, model=PollForm)
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT,
model=PollForm)
create_bdl(brick=core_bricks.PropertiesBrick,
order=450,
zone=LEFT,
model=PollForm)
create_bdl(brick=core_bricks.RelationsBrick,
order=500,
zone=LEFT,
model=PollForm)
create_bdl(brick=bricks.PollRepliesBrick,
order=5,
zone=RIGHT,
model=PollForm)
create_bdl(brick=core_bricks.HistoryBrick,
order=20,
zone=RIGHT,
model=PollForm)
# TODO: factorise
create_bdl(brick=bricks.PollReplyLinesBrick,
order=5,
zone=TOP,
model=PollReply)
create_bdl_4_model(order=5, zone=LEFT, model=PollReply)
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT,
model=PollReply)
create_bdl(brick=core_bricks.PropertiesBrick,
order=450,
zone=LEFT,
model=PollReply)
create_bdl(brick=core_bricks.RelationsBrick,
order=500,
zone=LEFT,
model=PollReply)
create_bdl(brick=core_bricks.HistoryBrick,
order=20,
zone=RIGHT,
model=PollReply)
create_bdl_4_model(order=5, zone=LEFT, model=PollCampaign)
create_bdl(brick=core_bricks.CustomFieldsBrick,
order=40,
zone=LEFT,
model=PollCampaign)
create_bdl(brick=core_bricks.PropertiesBrick,
order=450,
zone=LEFT,
model=PollCampaign)
create_bdl(brick=core_bricks.RelationsBrick,
order=500,
zone=LEFT,
model=PollCampaign)
create_bdl(brick=bricks.PollCampaignRepliesBrick,
order=5,
zone=RIGHT,
model=PollCampaign)
create_bdl(brick=core_bricks.HistoryBrick,
order=20,
zone=RIGHT,
model=PollCampaign)
create_bdl(brick=bricks.PersonPollRepliesBrick,
order=500,
zone=RIGHT,
model=Contact)
create_bdl(brick=bricks.PersonPollRepliesBrick,
order=500,
zone=RIGHT,
model=Organisation)
if apps.is_installed('creme.assistants'):
logger.info(
'Assistants app is installed => we use the assistants blocks on detail view'
)
from creme.assistants import bricks as a_bricks
for model in (PollForm, PollReply, PollCampaign):
create_bdl(brick=a_bricks.TodosBrick,
order=100,
zone=RIGHT,
model=model)
create_bdl(brick=a_bricks.MemosBrick,
order=200,
zone=RIGHT,
model=model)
create_bdl(brick=a_bricks.AlertsBrick,
order=300,
zone=RIGHT,
model=model)
create_bdl(brick=a_bricks.UserMessagesBrick,
order=400,
zone=RIGHT,
model=model)
if apps.is_installed('creme.documents'):
# logger.info('Documents app is installed => we use the documents block on detail views')
from creme.documents.bricks import LinkedDocsBrick
for model in (PollForm, PollReply, PollCampaign):
create_bdl(brick=LinkedDocsBrick,
order=600,
zone=RIGHT,
model=model)
