def universe_base_edit(request):
# TODO: Check user
user = User.objects.get(id=request.user.id)
if request.POST.has_key('universe_id'):
universe_id = request.POST['universe_id']
try:
source = Universe.objects.get(Q(id=universe_id),Q(owner__id=request.user.id))
except:
# TODO: Return error message
return redirect('universes.html')
else:
source = Universe()
source.owner = user
source.name = request.POST['name']
source.short_name = request.POST['short_name']
if request.POST.has_key('public'):
source.public = True
else:
source.public = False
source.save()
# TODO: Return success message
return redirect('/universe_details_edit.html?universe_id=' + str(source.id))
def universe_create(request):
# TODO: Check user
user = User.objects.get(id=request.user.id)
universe_name = request.POST['universe_name']
universe_short_name = request.POST['universe_short_name']
universe_description = request.POST['universe_description']
universe_securities = [long(security_id) for security_id in request.POST['universe_securities'].split(',')]
try:
universe = Universe()
universe.name = universe_name
universe.short_name = universe_short_name
universe.type = Attributes.objects.get(identifier='CONT_UNIVERSE')
universe.inception_date = datetime.date.today()
universe.closed_date = None
universe.status = Attributes.objects.get(identifier='STATUS_ACTIVE')
universe.public = False
universe.owner = user
universe.description = universe_description
universe.save()
for security_id in universe_securities:
universe.members.add(SecurityContainer.objects.get(id=security_id))
universe.save()
except:
return HttpResponse('{"result": false, "status_message": "Error during universe creation."}',"json")
return HttpResponse('{"result": true, "status_message": "Universe updated", "universe_id": ' + str(universe.id) + '}',"json")
def get_universe_from_datasource(datasource):
universe = Universe.objects.filter(short_name=datasource.upper())
if universe.exists():
universe = universe[0]
universe.members.clear()
universe.save()
else:
universe = Universe()
universe.name = datasource.capitalize() + ' Universe'
universe.short_name = datasource.upper()
universe.type = Attributes.objects.get(identifier='CONT_UNIVERSE')
universe.inception_date = datetime.date.today()
universe.closed_date = None
universe.status = Attributes.objects.get(identifier='STATUS_ACTIVE')
universe.public = True
universe.owner = User.objects.get(id=1)
universe.description = 'This universe contains all securities extracted from ' + datasource.capitalize() + '.'
universe.save()
return universe
def import_crm_file(file_name):
LOGGER.info("Loading data from " + file_name)
workbook = load_workbook(file_name)
sheet = workbook.get_sheet_by_name('email list')
row_index = 1
# Reading header
header = []
for column_index in range(1, sheet.get_highest_column() + 1):
value = sheet.cell(row = row_index, column=column_index).value
if value!=None:
header.append(value.strip() if value!='' else header[-1])
else:
break
LOGGER.info('Using header:' + str(header))
LOGGER.info('Rows:' + str(sheet.get_highest_row()))
LOGGER.info('Columns:' + str(sheet.get_highest_column()))
company_type = Attributes.objects.get( active=True, type='container_type', identifier='CONT_COMPANY')
person_type = Attributes.objects.get( active=True, type='container_type', identifier='CONT_PERSON')
active = Attributes.objects.get(active=True, type='status', identifier='STATUS_ACTIVE')
closed = Attributes.objects.get(active=True, type='status', identifier='STATUS_CLOSED')
main_address = Attributes.objects.get(active=True, type='address_type', identifier='ADR_MAIN_OFFICE')
secondary_address = Attributes.objects.get(active=True, type='address_type', identifier='ADR_SUBSI_OFFICE')
web_address = Attributes.objects.get(active=True, type='address_type', identifier='ADR_WEB')
mobile_work_phone = Attributes.objects.get(active=True, type='phone_type', identifier='PHONE_MOB_WORK')
land_work_phone = Attributes.objects.get(active=True, type='phone_type', identifier='PHONE_LAND_WORK')
email_work = Attributes.objects.get(active=True, type='email_type', identifier='EMAIL_WORK')
email_contact = Attributes.objects.get(active=True, type='email_type', identifier='EMAIL_CONTACT')
unknown_title = Attributes.objects.get(Q(identifier='CMR_UNKNOWN'), Q(type='company_member_role'), Q(active=True))
row_index += 1
company_name_index = header.index('Company') + 1
description_index = header.index('Company Info') + 1
active_index = header.index('Dead/Alive') + 1
address_line_1_index = header.index('Address') + 1
address_zip_index = header.index('Zip Code') + 1
address_city_index = header.index('City') + 1
address_country_index = header.index('Country') + 1
website_index = header.index('Internet site') + 1
person_first_index = header.index('First name') + 1
person_last_index = header.index('Family name') + 1
person_title_index = header.index('Title') + 1
person_office_phone_index = header.index('Office phone') + 1
person_mobile_phone_index = header.index('Mobile') + 1
person_email_index = header.index('Email') + 1
universe = Universe()
universe.name = 'CRM Universe ' + str(datetime.datetime.now())
universe.short_name = str(datetime.datetime.now())
universe.type = Attributes.objects.get(identifier='CONT_UNIVERSE')
universe.inception_date = datetime.date.today()
universe.closed_date = None
universe.status = Attributes.objects.get(identifier='STATUS_ACTIVE')
universe.public = True
universe.owner = User.objects.get(id=1)
universe.description = "This universe contains all CRM related companies as of " + str(datetime.datetime.now()) + "."
universe.save()
treated_company = []
while row_index<=sheet.get_highest_row():
LOGGER.info("Working on row:" + str(row_index))
if sheet.cell(row = row_index, column=company_name_index).value==None or sheet.cell(row = row_index, column=company_name_index).value=='':
person_first = sheet.cell(row = row_index, column=person_first_index).value.strip() if sheet.cell(row = row_index, column=person_first_index).value!=None and sheet.cell(row = row_index, column=person_first_index).value!='' else None
person_last = sheet.cell(row = row_index, column=person_last_index).value.strip().upper() if sheet.cell(row = row_index, column=person_last_index).value!=None and sheet.cell(row = row_index, column=person_last_index).value!='' else None
if person_first!=None and person_last!=None:
company_name = person_last + ' ' + person_first
company = CompanyContainer.objects.filter(Q(name=company_name) | Q(short_name=company_name))
else:
row_index += 1
continue
else:
company_name = sheet.cell(row = row_index, column=company_name_index).value.strip()
company = CompanyContainer.objects.filter(Q(name=company_name) | Q(short_name=company_name))
is_active = sheet.cell(row = row_index, column=active_index).value.strip().upper()!='DEAD' if sheet.cell(row = row_index, column=active_index).value!=None else True
if company.exists():
company = company[0]
LOGGER.info("Company " + company_name + " already exists, updating.")
if company_name not in treated_company:
for phone in company.phones.all():
company.phones.remove(phone)
company.save()
phone.delete()
for address in company.addresses.all():
company.addresses.remove(address)
company.save()
address.delete()
for member in company.members.all():
company.members.remove(member)
company.save()
member.delete()
else:
LOGGER.info("Company " + company_name + " is being created.")
company = CompanyContainer()
company.type = company_type
company.name = company_name
company.short_name = company_name
company.status = active if is_active else closed
company.save()
company.short_description = sheet.cell(row = row_index, column=description_index).value.strip() if sheet.cell(row = row_index, column=description_index).value!=None else None
country_name = sheet.cell(row = row_index, column=address_country_index).value.strip().upper() if sheet.cell(row = row_index, column=address_country_index).value!=None else ''
country_attribute = Attributes.objects.filter(active=True, type='country_iso2', name__iexact=country_name)
if country_attribute.exists():
country_attribute = country_attribute[0]
else:
country_attribute = None
if country_attribute!=None \
or sheet.cell(row = row_index, column=address_line_1_index).value!=None \
or sheet.cell(row = row_index, column=address_zip_index).value!=None \
or sheet.cell(row = row_index, column=address_city_index).value!=None:
line_1_value = sheet.cell(row = row_index, column=address_line_1_index).value.strip().upper() if sheet.cell(row = row_index, column=address_line_1_index).value!=None else None
zip_code_value = str(sheet.cell(row = row_index, column=address_zip_index).value).strip().upper() if sheet.cell(row = row_index, column=address_zip_index).value!=None else None
city_value = sheet.cell(row = row_index, column=address_city_index).value.strip().upper() if sheet.cell(row = row_index, column=address_city_index).value!=None else None
addresses = company.addresses.filter(line_1=line_1_value,
zip_code=zip_code_value,
city=city_value,
country=country_attribute)
if not addresses.exists():
company.save()
address = Address()
address.address_type = main_address if len(addresses)==0 else secondary_address
address.line_1 = line_1_value
address.line_2 = None
address.zip_code = zip_code_value
address.city = city_value
address.country = country_attribute
address.save()
company.addresses.add(address)
company.save()
if sheet.cell(row = row_index, column=website_index).value!=None and sheet.cell(row = row_index, column=website_index).value!='':
website_url = str(sheet.cell(row = row_index, column=website_index).value).strip()
website = company.addresses.filter(address_type=web_address, line_1=website_url)
if not website.exists() and website_url!='' and website_url!=None:
website = Address()
website.address_type = web_address
website.line_1 = website_url
website.line_2 = None
website.zip_code = None
website.city = None
website.country = None
website.save()
company.addresses.add(website)
company.save()
person_first = sheet.cell(row = row_index, column=person_first_index).value.strip() if sheet.cell(row = row_index, column=person_first_index).value!=None and sheet.cell(row = row_index, column=person_first_index).value!='' else None
person_last = sheet.cell(row = row_index, column=person_last_index).value.strip().upper() if sheet.cell(row = row_index, column=person_last_index).value!=None and sheet.cell(row = row_index, column=person_last_index).value!='' else None
if person_first!=None and person_last==None:
person_last = company_name
if person_first!=None and person_last!=None:
persons = PersonContainer.objects.filter(last_name=person_last, first_name=person_first)
if not persons.exists():
LOGGER.info("Person " + person_last + ' ' + person_first + " is being created.")
person = PersonContainer()
person.first_name = person_first
person.last_name = person_last
person.birth_date = None
person.name = person_last + ' ' + person_first
person.type = person_type
person.status = active if is_active else closed
person.save()
else:
LOGGER.info("Person " + person_last + ' ' + person_first + " already exists, updating.")
person = persons[0]
for phone in person.phones.all():
person.phones.remove(phone)
person.save()
phone.delete()
for email in person.emails.all():
person.emails.remove(email)
person.save()
email.delete()
if sheet.cell(row = row_index, column=person_title_index).value!=None and sheet.cell(row = row_index, column=person_title_index).value!='':
titles = sheet.cell(row = row_index, column=person_title_index).value.split('/')
for title in titles:
current_title = Attributes.objects.filter(Q(short_name__iexact=title.strip()) | Q(name__iexact=title.strip()), Q(type='company_member_role'), Q(active=True))
LOGGER.info("Person " + person_last + ' ' + person_first + " is assigned as " + title + ".")
member = CompanyMember()
member.person = person
if current_title.exists():
member.role = current_title[0]
else:
LOGGER.warn("Title [" + title + "] doesn't exists please correct your data or add that role to the system." )
member.role = unknown_title
member.save()
company.members.add(member)
else:
LOGGER.warn("Person " + person_last + ' ' + person_first + " has no title within the company.")
member = CompanyMember()
member.person = person
member.role = unknown_title
member.save()
company.members.add(member)
if sheet.cell(row = row_index, column=person_mobile_phone_index).value!=None and sheet.cell(row = row_index, column=person_mobile_phone_index).value!='':
mobile = Phone()
mobile.phone_number = sheet.cell(row = row_index, column=person_mobile_phone_index).value.strip()
mobile.line_type = mobile_work_phone
mobile.save()
person.phones.add(mobile)
person.save()
if sheet.cell(row = row_index, column=person_office_phone_index).value!=None and sheet.cell(row = row_index, column=person_office_phone_index).value!='':
land = Phone()
land.phone_number = sheet.cell(row = row_index, column=person_office_phone_index).value.strip()
land.line_type = land_work_phone
land.save()
person.phones.add(land)
person.save()
if sheet.cell(row = row_index, column=person_email_index).value!=None and sheet.cell(row = row_index, column=person_email_index).value!='':
email = Email()
email.email_address = sheet.cell(row = row_index, column=person_email_index).value.strip()
email.address_type = email_work
email.save()
person.emails.add(email)
person.save()
else:
if sheet.cell(row = row_index, column=person_email_index).value!=None and sheet.cell(row = row_index, column=person_email_index).value!='':
for email in company.emails.all():
company.emails.remove(email)
company.save()
email.delete()
email = Email()
email.email_address = sheet.cell(row = row_index, column=person_email_index).value.strip()
email.address_type = email_contact
email.save()
company.emails.add(email)
company.save()
universe.members.add(company)
if company_name not in treated_company:
treated_company.append(company_name)
row_index += 1
universe.save()