def partner_get_records(request):
if request.method == "GET":
prm_worthy(request)
dt_range, date_str, records = get_records_from_request(request)
records = records.exclude(contact_type="job")
email = records.filter(contact_type="email").count()
email += records.filter(contact_type="pssemail").count()
phone = records.filter(contact_type="phone").count()
meetingorevent = records.filter(contact_type="meetingorevent").count()
# figure names
if email != 1:
email_name = "Emails"
else:
email_name = "Email"
if phone != 1:
phone_name = "Phone Calls"
else:
phone_name = "Phone Call"
if meetingorevent != 1:
meetingorevent_name = "Meeting or Event"
else:
meetingorevent_name = "Meetings & Events"
data = SortedDict()
data["email"] = {"count": email, "name": email_name, "typename": "email"}
data["phone"] = {"count": phone, "name": phone_name, "typename": "phone"}
data["meetingorevent"] = {"count": meetingorevent, "name": meetingorevent_name, "typename": "meetingorevent"}
return HttpResponse(json.dumps(data))
else:
raise Http404
def partner_get_referrals(request):
if request.method == "GET":
prm_worthy(request)
dt_range, date_str, records = get_records_from_request(request)
# figure names
if records.applications != 1:
app_name = "Applications"
else:
app_name = "Application"
if records.interviews != 1:
interview_name = "Interviews"
else:
interview_name = "Interview"
if records.hires != 1:
hire_name = "Hires"
else:
hire_name = "Hire"
data = {
"applications": {"count": records.applications, "name": app_name, "typename": "job"},
"interviews": {"count": records.interviews, "name": interview_name, "typename": "job"},
"hires": {"count": records.hires, "name": hire_name, "typename": "job"},
}
return HttpResponse(json.dumps(data))
else:
raise Http404
def prm_records(request):
"""
ContactRecord overview and ContactRecord overview from PRM reports.
"""
company, partner, _ = prm_worthy(request)
_, _, contact_records = get_records_from_request(request)
paginated_records = add_pagination(request, contact_records)
if request.is_ajax():
ctx = {"partner": partner, "records": paginated_records}
response = HttpResponse()
html = render_to_response("mypartners/includes/contact_record_column.html", ctx, RequestContext(request))
response.content = html.content
return response
contact_type_choices = (("all", "All"),) + CONTACT_TYPE_CHOICES
contact_choices = [
(c, c) for c in contact_records.order_by("contact__name").distinct().values_list("contact__name", flat=True)
]
contact_choices.insert(0, ("all", "All"))
ctx = {
"admin_id": request.REQUEST.get("admin"),
"company": company,
"contact_choices": contact_choices,
"contact_type_choices": contact_type_choices,
"partner": partner,
"records": paginated_records,
"view_name": "PRM",
}
return render_to_response("mypartners/main_records.html", ctx, RequestContext(request))
def test_get_records_from_request_with_date(self):
""" Make sure that the number of days shown in the date drop dwon
matches the what was selected by user"""
record_types = ["email", "phone", "meetingorevent"]
date = ["0", "1", "30", "90", ""]
params = product(record_types, date)
for record_type, date in params:
request = self.request_factory.get(
'prm/view/reports/details/records/', dict(
company=self.company.id,
partner=self.partner.id,
record_type=record_type,
date=date,
)
)
request.user = self.staff_user
response = helpers.get_records_from_request(request)
(range_start, range_end), date_str, records = response
expected = date_str.split()[0].lstrip("-")
if expected.isdigit():
days = int(expected)
if days == 1:
self.assertEqual("1 Day", date_str)
else:
self.assertEqual(
"%i Days" % (range_end - range_start).days, date_str)
else:
self.assertEqual("View All", date_str)
def partner_get_referrals(request):
if request.method == 'GET':
prm_worthy(request)
dt_range, date_str, records = get_records_from_request(request)
# figure names
if records.applications != 1:
app_name = 'Applications'
else:
app_name = 'Application'
if records.interviews != 1:
interview_name = 'Interviews'
else:
interview_name = 'Interview'
if records.hires != 1:
hire_name = 'Hires'
else:
hire_name = 'Hire'
data = {
'applications': {'count': records.applications, 'name': app_name,
'typename': 'job'},
'interviews': {'count': records.interviews, 'name': interview_name,
'typename': 'job'},
'hires': {'count': records.hires, 'name': hire_name,
'typename': 'job'},
}
return HttpResponse(json.dumps(data))
else:
raise Http404
def test_get_records_from_request_with_date(self):
""" Make sure that the number of days shown in the date drop dwon
matches the what was selected by user"""
record_types = ["email", "phone", "meetingorevent"]
date = ["0", "1", "30", "90", ""]
params = product(record_types, date)
for record_type, date in params:
request = self.request_factory.get(
'prm/view/reports/details/records/', dict(
company=self.company.id,
partner=self.partner.id,
record_type=record_type,
date=date,
)
)
request.user = self.staff_user
response = helpers.get_records_from_request(request)
(range_start, range_end), date_str, records = response
expected = date_str.split()[0].lstrip("-")
if expected.isdigit():
days = int(expected)
if days == 1:
self.assertEqual("1 Day", date_str)
else:
self.assertEqual(
"%i Days" % (range_end - range_start).days, date_str)
else:
self.assertEqual("View All", date_str)
def prm_export(request):
#TODO: investigate using django's builtin serialization for XML
company, partner, user = prm_worthy(request)
file_format = request.REQUEST.get('file_format', 'csv')
fields = retrieve_fields(ContactRecord)
_, _, records = get_records_from_request(request)
if file_format == 'xml':
root = etree.Element("contact_records")
for record in records:
xml_record = etree.SubElement(root, "record")
for field in fields:
xml = etree.SubElement(xml_record, field)
value = getattr(record, field, '')
if hasattr(value, 'all'):
value = ', '.join([val.name for val in value.all() if val])
xml.text = contact_record_val_to_str(value)
response = HttpResponse(etree.tostring(root, pretty_print=True,
xml_declaration=True),
mimetype='application/force-download')
elif file_format == 'printer_friendly':
ctx = {
'company': company,
'fields': fields,
'partner': partner,
'records': records,
}
return render_to_response('mypartners/printer_friendly.html', ctx,
RequestContext(request))
# CSV/XLS
else:
response = HttpResponse(content_type='text/csv')
writer = unicodecsv.writer(response, encoding='utf-8')
writer.writerow(fields)
for record in records:
values = [getattr(record, field, '') for field in fields]
values = [
contact_record_val_to_str(v)
if not hasattr(v, 'all') else
', '.join([val.name for val in v.all() if val]) for v in values
]
# Remove the HTML and reformat.
values = [strip_tags(v) for v in values]
# replaces multiple occurences of space by a single sapce.
values = [' '.join(filter(bool, v.split(' '))) for v in values]
values = [re.sub('\s+\n\s+', '\n', v) for v in values]
writer.writerow(values)
response['Content-Disposition'] = 'attachment; ' \
'filename="company_record_report".%s' \
% file_format
return response
def test_start_date_before_end_date(self):
request = self.request_factory.get(
'prm/view/reports/details/records/', dict(
company=self.company.id,
partner=self.partner.id,
range_start='02/15/14',
range_end='04/15/12'))
request.user = self.staff_user
response = helpers.get_records_from_request(request)
(start_date, end_date), _, _ = response
self.assertGreaterEqual(end_date, start_date)
def test_start_date_before_end_date(self):
request = self.request_factory.get(
'prm/view/reports/details/records/', dict(
company=self.company.id,
partner=self.partner.id,
range_start='02/15/14',
range_end='04/15/12'))
request.user = self.staff_user
response = helpers.get_records_from_request(request)
(start_date, end_date), _, _ = response
self.assertGreaterEqual(end_date, start_date)
def get_records(request):
"""
Returns a json object containing the records matching the search
criteria (contact, contact_type, and date_time range) rendered using
records.html and the date range and date string required to update
the time_filter.html template to match the search.
"""
company, partner, user = prm_worthy(request)
contact = request.REQUEST.get('contact')
contact_type = request.REQUEST.get('record_type')
contact = None if contact in ['all', 'undefined'] else contact
contact_type = None if contact_type in ['all', 'undefined'
] else contact_type
dt_range, date_str, records = get_records_from_request(request)
ctx = {
'records': records.order_by('-date_time'),
'company': company,
'partner': partner,
'contact_type': None if contact_type == 'all' else contact_type,
'contact_name': None if contact == 'all' else contact,
'view_name': 'PRM'
}
# Because javascript is going to use this, not a template,
# convert to localtime here
date_end = localtime(dt_range[1].replace(tzinfo=pytz.utc))
date_start = localtime(dt_range[0].replace(tzinfo=pytz.utc))
data = {
'month_end':
date_end.strftime('%m'),
'day_end':
date_end.strftime('%d'),
'year_end':
date_end.strftime('%Y'),
'month_start':
date_start.strftime('%m'),
'day_start':
date_start.strftime('%d'),
'year_start':
date_start.strftime('%Y'),
'date_str':
date_str,
'html':
render_to_response('mypartners/records.html', ctx,
RequestContext(request)).content,
}
return HttpResponse(json.dumps(data))
def prm_view_records(request):
"""
View an individual ContactRecord.
"""
company, partner, _ = prm_worthy(request)
_, _, contact_records = get_records_from_request(request)
page_number = int(request.GET.get('page', 1))
record_id = int(request.GET.get('id', 0))
# change number of objects per page
paginator = Paginator(contact_records, 1)
if record_id:
pks = list(contact_records.values_list('pk', flat=True))
if record_id in pks:
page_number = pks.index(record_id) + 1
else:
page_number = 1
paginator = Paginator(
ContactRecord.objects.filter(pk=record_id), 1)
paginated_records = paginator.page(page_number)
record = paginated_records.object_list[0]
attachments = record.prmattachment_set.all()
record_history = ContactLogEntry.objects.filter(
object_id=record.pk, content_type_id=ContentType.objects.get_for_model(
ContactRecord).pk)
search_params = request.GET.copy()
navigation_params = search_params.copy()
navigation_params.pop('id', None)
ctx = {
'record': record,
'records': paginated_records,
'partner': partner,
'company': company,
'attachments': attachments,
'record_history': record_history,
'view_name': 'PRM',
'page': page_number,
'search_params': urlencode(search_params),
'navigation_params': urlencode(navigation_params)
}
return render_to_response('mypartners/view_record.html', ctx,
RequestContext(request))
def prm_export(request):
# TODO: investigate using django's builtin serialization for XML
company, partner, user = prm_worthy(request)
file_format = request.REQUEST.get("file_format", "csv")
fields = retrieve_fields(ContactRecord)
_, _, records = get_records_from_request(request)
if file_format == "xml":
root = etree.Element("contact_records")
for record in records:
xml_record = etree.SubElement(root, "record")
for field in fields:
xml = etree.SubElement(xml_record, field)
value = getattr(record, field, "")
if hasattr(value, "all"):
value = ", ".join([val.name for val in value.all() if val])
xml.text = contact_record_val_to_str(value)
response = HttpResponse(
etree.tostring(root, pretty_print=True, xml_declaration=True), mimetype="application/force-download"
)
elif file_format == "printer_friendly":
ctx = {"company": company, "fields": fields, "partner": partner, "records": records}
return render_to_response("mypartners/printer_friendly.html", ctx, RequestContext(request))
# CSV/XLS
else:
response = HttpResponse(content_type="text/csv")
writer = unicodecsv.writer(response, encoding="utf-8")
writer.writerow(fields)
for record in records:
values = [getattr(record, field, "") for field in fields]
values = [
contact_record_val_to_str(v)
if not hasattr(v, "all")
else ", ".join([val.name for val in v.all() if val])
for v in values
]
# Remove the HTML and reformat.
values = [strip_tags(v) for v in values]
# replaces multiple occurences of space by a single sapce.
values = [" ".join(filter(bool, v.split(" "))) for v in values]
values = [re.sub("\s+\n\s+", "\n", v) for v in values]
writer.writerow(values)
response["Content-Disposition"] = "attachment; " 'filename="company_record_report".%s' % file_format
return response
def partner_get_records(request):
if request.method == 'GET':
prm_worthy(request)
dt_range, date_str, records = get_records_from_request(request)
records = records.exclude(contact_type='job')
email = records.filter(contact_type='email').count()
email += records.filter(contact_type='pssemail').count()
phone = records.filter(contact_type='phone').count()
meetingorevent = records.filter(contact_type='meetingorevent').count()
# figure names
if email != 1:
email_name = 'Emails'
else:
email_name = 'Email'
if phone != 1:
phone_name = 'Phone Calls'
else:
phone_name = 'Phone Call'
if meetingorevent != 1:
meetingorevent_name = 'Meeting or Event'
else:
meetingorevent_name = 'Meetings & Events'
data = SortedDict()
data['email'] = {
"count": email,
"name": email_name,
'typename': 'email'
}
data['phone'] = {
"count": phone,
"name": phone_name,
'typename': 'phone'
}
data['meetingorevent'] = {
"count": meetingorevent,
"name": meetingorevent_name,
"typename": "meetingorevent"
}
return HttpResponse(json.dumps(data))
else:
raise Http404
def partner_main_reports(request):
company, partner, user = prm_worthy(request)
dt_range, date_str, records = get_records_from_request(request)
ctx = {
"admin_id": request.REQUEST.get("admin"),
"partner": partner,
"company": company,
"contacts": records.contacts,
"total_records": records.communication_activity.count(),
"referral": records.referrals,
"top_contacts": records.contacts[:3],
"others": sum(contact["records"] for contact in records.contacts[3:]),
"view_name": "PRM",
"date_start": dt_range[0],
"date_end": dt_range[1],
"date_display": date_str,
}
return render_to_response("mypartners/partner_reports.html", ctx, RequestContext(request))
def get_records(request):
"""
Returns a json object containing the records matching the search
criteria (contact, contact_type, and date_time range) rendered using
records.html and the date range and date string required to update
the time_filter.html template to match the search.
"""
company, partner, user = prm_worthy(request)
contact = request.REQUEST.get("contact")
contact_type = request.REQUEST.get("record_type")
contact = None if contact in ["all", "undefined"] else contact
contact_type = None if contact_type in ["all", "undefined"] else contact_type
dt_range, date_str, records = get_records_from_request(request)
ctx = {
"records": records.order_by("-date_time"),
"company": company,
"partner": partner,
"contact_type": None if contact_type == "all" else contact_type,
"contact_name": None if contact == "all" else contact,
"view_name": "PRM",
}
# Because javascript is going to use this, not a template,
# convert to localtime here
date_end = localtime(dt_range[1].replace(tzinfo=pytz.utc))
date_start = localtime(dt_range[0].replace(tzinfo=pytz.utc))
data = {
"month_end": date_end.strftime("%m"),
"day_end": date_end.strftime("%d"),
"year_end": date_end.strftime("%Y"),
"month_start": date_start.strftime("%m"),
"day_start": date_start.strftime("%d"),
"year_start": date_start.strftime("%Y"),
"date_str": date_str,
"html": render_to_response("mypartners/records.html", ctx, RequestContext(request)).content,
}
return HttpResponse(json.dumps(data))
def partner_main_reports(request):
company, partner, user = prm_worthy(request)
dt_range, date_str, records = get_records_from_request(request)
ctx = {
'admin_id': request.REQUEST.get('admin'),
'partner': partner,
'company': company,
'contacts': records.contacts,
'total_records': records.communication_activity.count(),
'referral': records.referrals,
'top_contacts': records.contacts[:3],
'others': sum(contact['records'] for contact in records.contacts[3:]),
'view_name': 'PRM',
'date_start': dt_range[0],
'date_end': dt_range[1],
'date_display': date_str,
}
return render_to_response('mypartners/partner_reports.html', ctx,
RequestContext(request))
def prm_records(request):
"""
ContactRecord overview and ContactRecord overview from PRM reports.
"""
company, partner, _ = prm_worthy(request)
_, _, contact_records = get_records_from_request(request)
paginated_records = add_pagination(request, contact_records)
if request.is_ajax():
ctx = {
'partner': partner,
'records': paginated_records
}
response = HttpResponse()
html = render_to_response(
'mypartners/includes/contact_record_column.html', ctx,
RequestContext(request))
response.content = html.content
return response
contact_type_choices = (('all', 'All'),) + CONTACT_TYPE_CHOICES
contact_choices = [
(c, c) for c in contact_records.order_by(
'contact__name').distinct().values_list('contact__name', flat=True)]
contact_choices.insert(0, ('all', 'All'))
ctx = {
'admin_id': request.REQUEST.get('admin'),
'company': company,
'contact_choices': contact_choices,
'contact_type_choices': contact_type_choices,
'partner': partner,
'records': paginated_records,
'view_name': 'PRM',
}
return render_to_response('mypartners/main_records.html', ctx,
RequestContext(request))
def prm_view_records(request):
"""
View an individual ContactRecord.
"""
company, partner, _ = prm_worthy(request)
_, _, contact_records = get_records_from_request(request)
try:
page = int(request.GET.get('page', 1))
except ValueError:
page = 1
# change number of objects per page
paginated_records = add_pagination(request, contact_records, 1)
if len(paginated_records.object_list) > 1:
record = paginated_records.object_list[page - 1]
else:
record = paginated_records.object_list[0]
attachments = record.prmattachment_set.all()
record_history = ContactLogEntry.objects.filter(
object_id=record.pk, content_type_id=ContentType.objects.get_for_model(
ContactRecord).pk)
ctx = {
'record': record,
'records': paginated_records,
'partner': partner,
'company': company,
'attachments': attachments,
'record_history': record_history,
'view_name': 'PRM',
'page': page
}
return render_to_response('mypartners/view_record.html', ctx,
RequestContext(request))
def prm_view_records(request):
"""
View an individual ContactRecord.
"""
company, partner, _ = prm_worthy(request)
_, _, contact_records = get_records_from_request(request)
try:
page = int(request.GET.get("page", 1))
except ValueError:
page = 1
# change number of objects per page
paginated_records = add_pagination(request, contact_records, 1)
if len(paginated_records.object_list) > 1:
record = paginated_records.object_list[page - 1]
else:
record = paginated_records.object_list[0]
attachments = record.prmattachment_set.all()
record_history = ContactLogEntry.objects.filter(
object_id=record.pk, content_type_id=ContentType.objects.get_for_model(ContactRecord).pk
)
ctx = {
"record": record,
"records": paginated_records,
"partner": partner,
"company": company,
"attachments": attachments,
"record_history": record_history,
"view_name": "PRM",
"page": page,
}
return render_to_response("mypartners/view_record.html", ctx, RequestContext(request))
