class Interaction(BaseESModel):
"""Elasticsearch representation of Interaction model."""
id = Keyword()
company = fields.company_field()
company_sector = fields.sector_field()
company_one_list_group_tier = fields.id_unindexed_name_field()
communication_channel = fields.id_unindexed_name_field()
contacts = _contact_field()
created_on = Date()
date = Date()
dit_participants = Object(_DITParticipant)
event = fields.id_name_partial_field()
investment_project = fields.id_unindexed_name_field()
investment_project_sector = fields.sector_field()
is_event = Boolean(index=False)
grant_amount_offered = Double(index=False)
kind = Keyword()
modified_on = Date()
net_company_receipt = Double(index=False)
notes = fields.Text(index=False)
policy_areas = fields.id_unindexed_name_field()
policy_issue_types = fields.id_unindexed_name_field()
service = fields.id_unindexed_name_field()
service_delivery_status = fields.id_unindexed_name_field()
subject = fields.NormalizedKeyword(
fields={
'english': fields.EnglishText(),
},
)
was_policy_feedback_provided = Boolean()
were_countries_discussed = Boolean()
export_countries = _export_country_field()
MAPPINGS = {
'company': dict_utils.company_dict,
'communication_channel': dict_utils.id_name_dict,
'contacts': dict_utils.contact_or_adviser_list_of_dicts,
'dit_participants': _dit_participant_list,
'export_countries': _export_countries_list,
'event': dict_utils.id_name_dict,
'investment_project': dict_utils.id_name_dict,
'policy_areas': dict_utils.id_name_list_of_dicts,
'policy_issue_types': dict_utils.id_name_list_of_dicts,
'service': dict_utils.id_name_dict,
'service_delivery_status': dict_utils.id_name_dict,
}
COMPUTED_MAPPINGS = {
'company_sector': dict_utils.computed_nested_sector_dict('company.sector'),
'company_one_list_group_tier': lambda obj: dict_utils.id_name_dict(
obj.company.get_one_list_group_tier() if obj.company else None,
),
'investment_project_sector': dict_utils.computed_nested_sector_dict(
'investment_project.sector',
),
'is_event': attrgetter('is_event'),
}
SEARCH_FIELDS = (
'id',
'company.name',
'company.name.trigram',
'contacts.name', # to find 2-letter words
'contacts.name.trigram',
'event.name',
'event.name.trigram',
'subject.english',
'dit_participants.adviser.name',
'dit_participants.adviser.name.trigram',
'dit_participants.team.name',
'dit_participants.team.name.trigram',
)
class Meta:
"""Default document meta data."""
doc_type = DOC_TYPE
class Index:
doc_type = DOC_TYPE
class LargeCapitalOpportunity(BaseSearchModel):
"""OpenSearch representation of LargeCapitalOpportunity."""
id = Keyword()
name = Text(fields={
'keyword': fields.NormalizedKeyword(),
'trigram': fields.TrigramText(),
}, )
type = fields.id_unindexed_name_field()
description = Text(fields={
'keyword': fields.NormalizedKeyword(),
'trigram': fields.TrigramText(),
}, )
uk_region_locations = fields.id_unindexed_name_field()
promoters = fields.company_field()
required_checks_conducted = fields.id_unindexed_name_field()
required_checks_conducted_by = fields.contact_or_adviser_field(
include_dit_team=True)
required_checks_conducted_on = Date()
lead_dit_relationship_manager = fields.contact_or_adviser_field(
include_dit_team=True)
other_dit_contacts = fields.contact_or_adviser_field(include_dit_team=True)
asset_classes = fields.id_unindexed_name_field()
opportunity_value_type = fields.id_unindexed_name_field()
opportunity_value = Long()
construction_risks = fields.id_unindexed_name_field()
total_investment_sought = Long()
current_investment_secured = Long()
investment_types = fields.id_unindexed_name_field()
estimated_return_rate = fields.id_unindexed_name_field()
time_horizons = fields.id_unindexed_name_field()
investment_projects = fields.id_unindexed_name_field()
status = fields.id_unindexed_name_field()
sources_of_funding = fields.id_unindexed_name_field()
dit_support_provided = Boolean()
reasons_for_abandonment = fields.id_unindexed_name_field()
created_by = fields.contact_or_adviser_field(include_dit_team=True)
created_on = Date()
modified_on = Date()
_MAIN_FIELD_MAPPINGS = {
'type': dict_utils.id_name_dict,
'status': dict_utils.id_name_dict,
'created_by': dict_utils.adviser_dict_with_team,
}
_DETAIL_FIELD_MAPPINGS = {
'uk_region_locations': _get_many_to_many_list,
'promoters': _get_company_list,
'required_checks_conducted': dict_utils.id_name_dict,
'required_checks_conducted_by': dict_utils.adviser_dict_with_team,
'lead_dit_relationship_manager': dict_utils.adviser_dict_with_team,
'other_dit_contacts': _get_adviser_list,
'asset_classes': _get_many_to_many_list,
'opportunity_value_type': dict_utils.id_name_dict,
'construction_risks': _get_many_to_many_list,
'investment_projects': _get_investment_project_list,
'sources_of_funding': _get_many_to_many_list,
'reasons_for_abandonment': _get_many_to_many_list,
}
_REQUIREMENT_FIELD_MAPPINGS = {
'investment_types': _get_many_to_many_list,
'estimated_return_rate': dict_utils.id_name_dict,
'time_horizons': _get_many_to_many_list,
}
MAPPINGS = {
**_MAIN_FIELD_MAPPINGS,
**_DETAIL_FIELD_MAPPINGS,
**_REQUIREMENT_FIELD_MAPPINGS,
}
class Contact(BaseSearchModel):
"""OpenSearch representation of Contact model."""
id = Keyword()
address_1 = Text()
address_2 = Text()
address_town = fields.NormalizedKeyword()
address_county = fields.NormalizedKeyword()
address_postcode = Text()
address_country = fields.id_name_field()
address_area = fields.id_name_field()
address_same_as_company = Boolean()
adviser = fields.contact_or_adviser_field()
archived = Boolean()
archived_by = fields.contact_or_adviser_field()
archived_on = Date()
archived_reason = Text()
company = fields.company_field()
company_sector = fields.sector_field()
company_uk_region = fields.id_name_field()
created_by = fields.contact_or_adviser_field(include_dit_team=True)
created_on = Date()
email = fields.NormalizedKeyword()
first_name = Text(fields={
'keyword': fields.NormalizedKeyword(),
}, )
job_title = Text(fields={
'keyword': fields.NormalizedKeyword(),
'trigram': fields.TrigramText(),
}, )
last_name = Text(fields={
'keyword': fields.NormalizedKeyword(),
}, )
modified_on = Date()
name = Text(fields={
'keyword': fields.NormalizedKeyword(),
'trigram': fields.TrigramText(),
}, )
name_with_title = Text(fields={
'keyword': fields.NormalizedKeyword(),
'trigram': fields.TrigramText(),
}, )
notes = fields.EnglishText()
primary = Boolean()
full_telephone_number = Keyword()
title = fields.id_name_field()
MAPPINGS = {
'adviser': dict_utils.contact_or_adviser_dict,
'archived_by': dict_utils.contact_or_adviser_dict,
'company': dict_utils.company_dict,
'created_by': dict_utils.adviser_dict_with_team,
'title': dict_utils.id_name_dict,
}
COMPUTED_MAPPINGS = {
'address_1':
contact_dict_utils.computed_address_field('address_1'),
'address_2':
contact_dict_utils.computed_address_field('address_2'),
'address_town':
contact_dict_utils.computed_address_field('address_town'),
'address_county':
contact_dict_utils.computed_address_field('address_county'),
'address_postcode':
contact_dict_utils.computed_address_field('address_postcode'),
'address_country':
contact_dict_utils.computed_address_field('address_country'),
'address_area':
contact_dict_utils.computed_address_field('address_area'),
'company_sector':
dict_utils.computed_nested_sector_dict('company.sector'),
'company_uk_region':
dict_utils.computed_nested_id_name_dict('company.uk_region'),
}
SEARCH_FIELDS = (
'id',
'name',
'name.trigram',
'name_with_title',
'name_with_title.trigram',
'email',
'company.name',
'company.name.trigram',
'job_title',
'job_title.trigram',
'full_telephone_number',
)
class Order(BaseESModel):
"""Elasticsearch representation of Order model."""
id = Keyword()
reference = fields.NormalizedKeyword(copy_to=['reference_trigram'])
reference_trigram = fields.TrigramText()
status = fields.NormalizedKeyword()
company = fields.company_field()
contact = fields.contact_or_adviser_field()
created_by = fields.contact_or_adviser_field(include_dit_team=True)
created_on = Date()
modified_on = Date()
primary_market = fields.id_name_field()
sector = fields.sector_field()
uk_region = fields.id_name_field()
description = fields.EnglishText()
contacts_not_to_approach = Text()
further_info = Text()
existing_agents = Text(index=False)
delivery_date = Date()
service_types = fields.id_name_field()
contact_email = fields.NormalizedKeyword()
contact_phone = Keyword()
subscribers = fields.contact_or_adviser_field(include_dit_team=True)
assignees = fields.contact_or_adviser_field(include_dit_team=True)
po_number = Keyword(index=False)
discount_value = Integer(index=False)
vat_status = Keyword(index=False)
vat_number = Keyword(index=False)
vat_verified = Boolean(index=False)
net_cost = Integer(index=False)
subtotal_cost_string = Keyword()
subtotal_cost = Integer(copy_to=['subtotal_cost_string'])
vat_cost = Integer(index=False)
total_cost_string = Keyword()
total_cost = Integer(copy_to=['total_cost_string'])
payment_due_date = Date()
paid_on = Date()
completed_by = fields.contact_or_adviser_field()
completed_on = Date()
cancelled_by = fields.contact_or_adviser_field()
cancelled_on = Date()
cancellation_reason = fields.id_name_field()
billing_company_name = Text()
billing_contact_name = Text()
billing_email = fields.NormalizedKeyword()
billing_phone = fields.NormalizedKeyword()
billing_address_1 = Text()
billing_address_2 = Text()
billing_address_town = fields.NormalizedKeyword()
billing_address_county = fields.NormalizedKeyword()
billing_address_postcode = Text()
billing_address_country = fields.id_name_field()
MAPPINGS = {
'company':
dict_utils.company_dict,
'contact':
dict_utils.contact_or_adviser_dict,
'created_by':
dict_utils.adviser_dict_with_team,
'primary_market':
dict_utils.id_name_dict,
'sector':
dict_utils.sector_dict,
'uk_region':
dict_utils.id_name_dict,
'service_types':
lambda col: [dict_utils.id_name_dict(c) for c in col.all()],
'subscribers':
lambda col: [
dict_utils.contact_or_adviser_dict(c.adviser,
include_dit_team=True)
for c in col.all()
],
'assignees':
lambda col: [
dict_utils.contact_or_adviser_dict(c.adviser,
include_dit_team=True)
for c in col.all()
],
'billing_address_country':
dict_utils.id_name_dict,
'completed_by':
dict_utils.contact_or_adviser_dict,
'cancelled_by':
dict_utils.contact_or_adviser_dict,
'cancellation_reason':
dict_utils.id_name_dict,
}
COMPUTED_MAPPINGS = {
'payment_due_date':
lambda x: x.invoice.payment_due_date if x.invoice else None,
}
SEARCH_FIELDS = (
'id',
'reference_trigram',
'company.name',
'company.name.trigram',
'contact.name',
'contact.name.trigram',
'total_cost_string',
'subtotal_cost_string',
)
class Meta:
"""Default document meta data."""
doc_type = DOC_TYPE
class Index:
doc_type = DOC_TYPE
class LargeInvestorProfile(BaseSearchModel):
"""OpenSearch representation of LargeInvestorProfile."""
id = Keyword()
investor_company = fields.company_field()
country_of_origin = fields.country_field()
asset_classes_of_interest = fields.id_unindexed_name_field()
created_by = fields.contact_or_adviser_field(include_dit_team=True)
investor_type = fields.id_unindexed_name_field()
global_assets_under_management = Long()
investable_capital = Long()
required_checks_conducted = fields.id_unindexed_name_field()
deal_ticket_sizes = fields.id_unindexed_name_field()
investment_types = fields.id_unindexed_name_field()
minimum_return_rate = fields.id_unindexed_name_field()
time_horizons = fields.id_unindexed_name_field()
restrictions = fields.id_unindexed_name_field()
construction_risks = fields.id_unindexed_name_field()
minimum_equity_percentage = fields.id_unindexed_name_field()
desired_deal_roles = fields.id_unindexed_name_field()
uk_region_locations = fields.id_unindexed_name_field()
other_countries_being_considered = fields.country_field()
investor_description = fields.EnglishText()
notes_on_locations = fields.EnglishText()
created_on = Date()
modified_on = Date()
_MAIN_FIELD_MAPPINGS = {
'asset_classes_of_interest': _get_many_to_many_list,
'country_of_origin': dict_utils.id_name_dict,
'investor_company': dict_utils.company_dict,
'created_by': dict_utils.adviser_dict_with_team,
}
_DETAIL_FIELD_MAPPINGS = {
'investor_type': dict_utils.id_name_dict,
'required_checks_conducted': dict_utils.id_name_dict,
}
_REQUIREMENT_FIELD_MAPPINGS = {
'deal_ticket_sizes': _get_many_to_many_list,
'investment_types': _get_many_to_many_list,
'minimum_return_rate': dict_utils.id_name_dict,
'time_horizons': _get_many_to_many_list,
'restrictions': _get_many_to_many_list,
'construction_risks': _get_many_to_many_list,
'minimum_equity_percentage': dict_utils.id_name_dict,
'desired_deal_roles': _get_many_to_many_list,
}
_LOCATION_FIELD_MAPPINGS = {
'uk_region_locations': _get_many_to_many_list,
'other_countries_being_considered': _get_many_to_many_list,
}
MAPPINGS = {
**_MAIN_FIELD_MAPPINGS,
**_DETAIL_FIELD_MAPPINGS,
**_REQUIREMENT_FIELD_MAPPINGS,
**_LOCATION_FIELD_MAPPINGS,
}
class Contact(BaseESModel):
"""Elasticsearch representation of Contact model."""
id = Keyword()
address_1 = Text()
address_2 = Text()
address_town = fields.NormalizedKeyword()
address_county = fields.NormalizedKeyword()
address_postcode = Text()
address_country = fields.id_name_field()
address_same_as_company = Boolean()
adviser = fields.contact_or_adviser_field()
archived = Boolean()
archived_by = fields.contact_or_adviser_field()
archived_on = Date()
archived_reason = Text()
company = fields.company_field()
company_sector = fields.sector_field()
company_uk_region = fields.id_name_field()
created_by = fields.contact_or_adviser_field(include_dit_team=True)
created_on = Date()
email = fields.NormalizedKeyword()
email_alternative = Text()
first_name = Text(fields={
'keyword': fields.NormalizedKeyword(),
}, )
job_title = fields.NormalizedKeyword()
last_name = Text(fields={
'keyword': fields.NormalizedKeyword(),
}, )
modified_on = Date()
name = Text(fields={
'keyword': fields.NormalizedKeyword(),
'trigram': fields.TrigramText(),
}, )
notes = fields.EnglishText()
primary = Boolean()
telephone_alternative = Text()
telephone_countrycode = Keyword()
telephone_number = Keyword()
title = fields.id_name_field()
MAPPINGS = {
'adviser': dict_utils.contact_or_adviser_dict,
'archived_by': dict_utils.contact_or_adviser_dict,
'company': dict_utils.company_dict,
'created_by': dict_utils.adviser_dict_with_team,
'title': dict_utils.id_name_dict,
}
COMPUTED_MAPPINGS = {
'address_1':
contact_dict_utils.computed_address_field('address_1'),
'address_2':
contact_dict_utils.computed_address_field('address_2'),
'address_town':
contact_dict_utils.computed_address_field('address_town'),
'address_county':
contact_dict_utils.computed_address_field('address_county'),
'address_postcode':
contact_dict_utils.computed_address_field('address_postcode'),
'address_country':
contact_dict_utils.computed_address_field('address_country'),
'company_sector':
dict_utils.computed_nested_sector_dict('company.sector'),
'company_uk_region':
dict_utils.computed_nested_id_name_dict('company.uk_region'),
}
SEARCH_FIELDS = (
'id',
'name',
'name.trigram',
'email',
'email_alternative',
'company.name',
'company.name.trigram',
)
class Meta:
"""Default document meta data."""
doc_type = DEFAULT_MAPPING_TYPE
class Index:
doc_type = DEFAULT_MAPPING_TYPE