def contact_page(request):
if request.method == 'POST':
form = LeadForm(request.POST)
if form.is_valid():
new_lead = Lead()
new_lead.name = request.POST.get('name', '')
new_lead.subject = request.POST.get('subject', '')
new_lead.email = request.POST.get('email', '')
new_lead.message = request.POST.get('message', '')
new_lead.save()
messages.success(
request,
'{}, Your message was delivered!'.format(new_lead.name))
else:
messages.error(request, 'Something is going wrong! Try again!')
form = LeadForm()
print(form)
context = {'form': form}
return render(request, 'leads/contact.html', context=context)
def post(self, request):
form = LeadForm(request.POST)
if form.is_valid():
print(form.data)
Lead.objects.create(name=form.cleaned_data['name'],
email=form.cleaned_data['email'].lower())
return render(request,
'index.html',
context={'message': 'Success!'})
else:
print(form.errors)
return render(request,
'index.html',
context={'message': 'Data is incorrect'})
def lead(request, lead_id=None):
"""Lead creation or modification"""
lead = None
updated_fields = []
state_changed = False
blacklist_fields = ["creation_date", "tags"]
max_length = 50
old_lead_description = ""
try:
if lead_id:
lead = Lead.objects.get(id=lead_id)
old_lead_description = lead.description
except Lead.DoesNotExist:
pass
if request.method == "POST":
if lead:
form = LeadForm(request.POST, instance=lead)
created = False
else:
form = LeadForm(request.POST)
created = True
if form.is_valid():
changed_fields = form.changed_data
for field_name, field in list(form.fields.items()):
if field_name in changed_fields and field_name not in blacklist_fields:
if field_name == "state":
state_changed = True
value = form.cleaned_data[field_name]
if field_name == "description":
if compact_text(value) == old_lead_description:
# Don't consider description field as changed if content is the same
continue
if isinstance(value, (list, QuerySet)):
value = ", ".join([str(i) for i in value])
else:
value = force_text(value)
value = value if len(value)<=max_length else value[0:max_length-3]+'...'
updated_fields.append("%s: %s" % (force_text(field.label or field_name), value))
lead = form.save()
postSaveLead(request, lead, updated_fields, created=created, state_changed=state_changed)
return HttpResponseRedirect(reverse("leads:detail", args=[lead.id]))
else:
if lead:
form = LeadForm(instance=lead) # A form that edit current lead
else:
try:
consultant = Consultant.objects.get(trigramme__iexact=request.user.username)
form = LeadForm(initial={"responsible": consultant}) # An unbound form
except Consultant.DoesNotExist:
form = LeadForm() # An unbound form
return render(request, "leads/lead.html", {"lead": lead,
"form": form,
"user": request.user})
def add_lead(request):
accounts = Account.objects.all()
users = User.objects.filter(is_active=True).order_by('email')
teams = Team.objects.all()
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
lead_account = request.POST.get('account_name')
lead_email = request.POST.get('email')
lead_phone = request.POST.get('phone')
form = LeadForm(assigned_to=users)
address_form = BillingAddressForm()
if request.method == 'POST':
form = LeadForm(request.POST, assigned_to=users)
address_form = BillingAddressForm(request.POST)
if form.is_valid() and address_form.is_valid():
lead_obj = form.save(commit=False)
address_object = address_form.save()
lead_obj.address = address_object
lead_obj.created_by = request.user
lead_obj.save()
lead_obj.assigned_to.add(*assignedto_list)
lead_obj.teams.add(*teams_list)
if request.POST.get('status') == "converted":
Account.objects.create(created_by=request.user,
name=lead_account,
email=lead_email,
phone=lead_phone)
if request.POST.get("savenewform"):
return HttpResponseRedirect(reverse("leads:add_lead"))
else:
return HttpResponseRedirect(reverse('leads:list'))
else:
return render(
request, 'leads/create_lead.html', {
'lead_form': form,
'address_form': address_form,
'accounts': accounts,
'countries': COUNTRIES,
'teams': teams,
'users': users,
'status': LEAD_STATUS,
'source': LEAD_SOURCE,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
else:
return render(
request, 'leads/create_lead.html', {
'lead_form': form,
'address_form': address_form,
'accounts': accounts,
'countries': COUNTRIES,
'teams': teams,
'users': users,
'status': LEAD_STATUS,
'source': LEAD_SOURCE,
'assignedto_list': assignedto_list,
'teams_list': teams_list
})
def edit_lead(request, lead_id):
lead_obj = get_object_or_404(Lead, id=lead_id)
address_obj = get_object_or_404(Address, id=lead_obj.address.id)
accounts = Account.objects.all()
users = User.objects.filter().order_by('email')
form = LeadForm(instance=lead_obj, assigned_to=users)
address_form = BillingAddressForm(instance=address_obj)
assignedto_list = request.POST.getlist('assigned_to')
teams_list = request.POST.getlist('teams')
lead_account = request.POST.get('account_name')
lead_email = request.POST.get('email')
lead_phone = request.POST.get('phone')
teams = Team.objects.all()
if request.method == 'POST':
form = LeadForm(request.POST, instance=lead_obj, assigned_to=users)
address_form = BillingAddressForm(request.POST, instance=address_obj)
if request.POST.get('status') == "converted":
form.fields['account_name'].required = True
else:
form.fields['account_name'].required = False
if form.is_valid() and address_form.is_valid():
dis_address_obj = address_form.save()
lead_obj = form.save(commit=False)
lead_obj.address = dis_address_obj
lead_obj.created_by = request.user
lead_obj.save()
lead_obj.assigned_to.clear()
lead_obj.assigned_to.add(*assignedto_list)
lead_obj.teams.clear()
lead_obj.teams.add(*teams_list)
if request.POST.get('status') == "converted":
Account.objects.create(
created_by=request.user, name=lead_account,
email=lead_email, phone=lead_phone
)
return HttpResponseRedirect(reverse('leads:list'))
else:
return render(request, 'leads/create_lead.html', {
'lead_obj': lead_obj,
'lead_form': form,
'address_form': address_form,
'accounts': accounts, 'countries': COUNTRIES,
'teams': teams, 'users': users,
'status': LEAD_STATUS, 'source': LEAD_SOURCE,
'assignedto_list': assignedto_list, 'teams_list': teams_list})
else:
return render(request, 'leads/create_lead.html', {
'lead_form': form, 'address_form': address_form,
'lead_obj': lead_obj, 'address_obj': address_obj,
'accounts': accounts, 'countries': COUNTRIES, 'teams': teams,
'users': users, 'status': LEAD_STATUS, 'source': LEAD_SOURCE,
'assignedto_list': assignedto_list, 'teams_list': teams_list})
def lead_create_edit_view(request):
#Displays a ModelForm for a Lead object; if an "instance" is passed via the url, that
#instance is loaded into the ModelForm for editing
instance_id = request.GET.get('instance', None)
if instance_id is not None:
instance = Lead.objects.get(id=instance_id)
if instance.distributor != request.user.distributor:
messages.add_message(request, messages.WARNING,
"You are not authorized to edit that lead.")
return redirect(
"leads:leadlist") #named URL; make sure patterns match
else:
instance = None
if request.method == 'POST':
form = LeadForm(request.POST, instance=instance)
if form.is_valid():
newlead = form.save(commit=False)
newlead.distributor = request.user.distributor
newlead.save()
form.save_m2m()
messages.add_message(request, messages.SUCCESS, "Lead saved!")
return redirect(request.POST['request_url'])
else:
form = LeadForm(instance=instance)
#pull these to main indent level so that queryset is restricted both on GET and when re-rendering
#a form with errors after a bad POST
form.fields[
'invoked_email_automations'].queryset = EmailAutomation.objects.filter(
distributor=request.user.distributor)
form.fields[
'invoked_post_automations'].queryset = PostAutomation.objects.filter(
distributor=request.user.distributor)
#http://stackoverflow.com/questions/11276100/how-do-i-insert-a-django-form-in-twitter-bootstrap-modal-window
return render(request, "leads/leadform.html", {
'form': form,
'instance': instance
})
def update_lead(request, pk):
lead_record = Lead.objects.filter(pk=pk).first()
template_name = "create_lead.html"
users = []
if request.user.role == 'ADMIN' or request.user.is_superuser:
users = User.objects.filter(is_active=True).order_by('email')
else:
users = User.objects.filter(role='ADMIN').order_by('email')
status = request.GET.get('status', None)
initial = {}
if status and status == "Qualified":
error = "This field is required."
lead_record.status = "Qualified"
initial.update({
"status": status, "lead": lead_record.id})
error = ""
form = LeadForm(instance=lead_record, initial=initial, assigned_to=users)
if request.POST:
form = LeadForm(request.POST, request.FILES,
instance=lead_record,
initial=initial, assigned_to=users)
if request.POST.get('status') == "Qualified":
form.fields['account_name'].required = True
form.fields['email'].required = True
else:
form.fields['account_name'].required = False
form.fields['email'].required = False
if form.is_valid():
assigned_to_ids = lead_record.assigned_to.all().values_list(
'id', flat=True)
lead_obj = form.save(commit=False)
lead_obj.save()
previous_assigned_to_users = list(lead_obj.assigned_to.all().values_list('id', flat=True))
lead_obj.tags.clear()
all_members_list = []
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t)
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t)
lead_obj.tags.add(tag)
if request.POST.getlist('assigned_to', []):
if request.POST.get('status') != "Qualified":
current_site = get_current_site(request)
assigned_form_users = form.cleaned_data.get(
'assigned_to').values_list('id', flat=True)
all_members_list = list(
set(list(assigned_form_users)) -
set(list(assigned_to_ids)))
# current_site = get_current_site(request)
# recipients = all_members_list
# send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
# protocol=request.scheme)
# if all_members_list:
# for assigned_to_user in all_members_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to lead.'
# message = render_to_string(
# 'assigned_to/leads_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'lead': lead_obj
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
lead_obj.assigned_to.clear()
lead_obj.assigned_to.add(*request.POST.getlist('assigned_to'))
else:
lead_obj.assigned_to.clear()
if request.POST.getlist('teams', []):
user_ids = Teams.objects.filter(id__in=request.POST.getlist('teams')).values_list('users', flat=True)
assinged_to_users_ids = lead_obj.assigned_to.all().values_list('id', flat=True)
for user_id in user_ids:
if user_id not in assinged_to_users_ids:
lead_obj.assigned_to.add(user_id)
if request.POST.getlist('teams', []):
lead_obj.teams.clear()
lead_obj.teams.add(*request.POST.getlist('teams'))
else:
lead_obj.teams.clear()
current_site = get_current_site(request)
assigned_to_list = list(lead_obj.assigned_to.all().values_list('id', flat=True))
recipients = list(set(assigned_to_list) - set(previous_assigned_to_users))
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
# update_leads_cache.delay()
if request.FILES.get('lead_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'lead_attachment').name
attachment.lead = lead_obj
attachment.attachment = request.FILES.get('lead_attachment')
attachment.save()
if request.POST.get('status') == "Qualified":
account_object = Account.objects.create(
created_by=request.user, name=lead_obj.account_name,
email=lead_obj.email, phone=lead_obj.phone,
description=request.POST.get('description'),
website=request.POST.get('website'),
lead=lead_obj
)
account_object.billing_address_line = lead_obj.address_line
account_object.billing_street = lead_obj.street
account_object.billing_city = lead_obj.city
account_object.billing_state = lead_obj.state
account_object.billing_postcode = lead_obj.postcode
account_object.billing_country = lead_obj.country
for tag in lead_obj.tags.all():
account_object.tags.add(tag)
if request.POST.getlist('assigned_to', []):
# account_object.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
current_site = get_current_site(request)
recipients = assigned_to_list
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
# current_site = get_current_site(request)
# for assigned_to_user in assigned_to_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to account.'
# message = render_to_string(
# 'assigned_to/account_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'account': account_object
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
for comment in lead_obj.leads_comments.all():
comment.account = account_object
comment.save()
account_object.save()
status = request.GET.get('status', None)
success_url = reverse('leads:list')
if status:
success_url = reverse('accounts:list')
return JsonResponse({'error': False, 'success_url': success_url})
return JsonResponse({'error': True, 'errors': form.errors})
context = {}
context["lead_obj"] = lead_record
user_assgn_list = [
assigned_to.id for assigned_to in lead_record.get_assigned_users_not_in_teams]
if request.user == lead_record.created_by:
user_assgn_list.append(request.user.id)
if request.user.role != "ADMIN" and not request.user.is_superuser:
if request.user.id not in user_assgn_list:
raise PermissionDenied
team_ids = [user.id for user in lead_record.get_team_users]
all_user_ids = [user.id for user in users]
users_excluding_team_id = set(all_user_ids) - set(team_ids)
users_excluding_team = User.objects.filter(id__in=users_excluding_team_id)
context["lead_form"] = form
context["accounts"] = Account.objects.filter(status="open")
context["users"] = users
context["users_excluding_team"] = users_excluding_team
context["countries"] = COUNTRIES
context["status"] = LEAD_STATUS
context["source"] = LEAD_SOURCE
context["error"] = error
context["teams"] = Teams.objects.all()
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i]
return render(request, template_name, context)
def create_lead(request):
template_name = "create_lead.html"
users = []
if request.user.role == 'ADMIN' or request.user.is_superuser:
users = User.objects.filter(is_active=True).order_by('email')
elif request.user.google.all():
users = []
else:
users = User.objects.filter(role='ADMIN').order_by('email')
form = LeadForm(assigned_to=users)
if request.POST:
form = LeadForm(request.POST, request.FILES, assigned_to=users)
if form.is_valid():
lead_obj = form.save(commit=False)
lead_obj.created_by = request.user
lead_obj.save()
l = Lead.objects.values_list('id',flat=True).latest('id')
print("Lead:",l)
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t)
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t)
lead_obj.tags.add(tag)
if request.POST.getlist('assigned_to', []):
lead_obj.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
for i in assigned_to_list:
print("I:",i)
print(User.objects.values_list('username',flat=True).get(id=i))
# V_user = get_object_or_404(User,pk=i)
v_user=User.objects.values_list('username',flat=True).get(id=i)
uname = request.user.id
notifi=LeadNotification.objects.create(leadid=l,userid=i)
# current_site = get_current_site(request)
# recipients = assigned_to_list
# send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
# protocol=request.scheme)
# for assigned_to_user in assigned_to_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to lead.'
# message = render_to_string(
# 'assigned_to/leads_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'lead': lead_obj
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
if request.POST.getlist('teams', []):
user_ids = Teams.objects.filter(id__in=request.POST.getlist('teams')).values_list('users', flat=True)
assinged_to_users_ids = lead_obj.assigned_to.all().values_list('id', flat=True)
for user_id in user_ids:
if user_id not in assinged_to_users_ids:
lead_obj.assigned_to.add(user_id)
if request.POST.getlist('teams', []):
lead_obj.teams.add(*request.POST.getlist('teams'))
current_site = get_current_site(request)
recipients = list(lead_obj.assigned_to.all().values_list('id', flat=True))
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
if request.FILES.get('lead_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'lead_attachment').name
attachment.lead = lead_obj
attachment.attachment = request.FILES.get('lead_attachment')
attachment.save()
if request.POST.get('status') == "qualified":
account_object = Account.objects.create(
created_by=request.user, name=lead_obj.account_name,
email=lead_obj.email, phone=lead_obj.phone,
description=request.POST.get('description'),
website=request.POST.get('website'),
)
account_object.billing_address_line = lead_obj.address_line
account_object.billing_street = lead_obj.street
account_object.billing_city = lead_obj.city
account_object.billing_state = lead_obj.state
account_object.billing_postcode = lead_obj.postcode
account_object.billing_country = lead_obj.country
for tag in lead_obj.tags.all():
account_object.tags.add(tag)
if request.POST.getlist('assigned_to', []):
# account_object.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
current_site = get_current_site(request)
recipients = assigned_to_list
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
# for assigned_to_user in assigned_to_list:
# user = get_object_or_404(User, pk=assigned_to_user)
# mail_subject = 'Assigned to account.'
# message = render_to_string(
# 'assigned_to/account_assigned.html', {
# 'user': user,
# 'domain': current_site.domain,
# 'protocol': request.scheme,
# 'account': account_object
# })
# email = EmailMessage(
# mail_subject, message, to=[user.email])
# email.content_subtype = "html"
# email.send()
account_object.save()
# update_leads_cache.delay()
success_url = reverse('leads:list')
if request.POST.get("savenewform"):
success_url = reverse("leads:add_lead")
return JsonResponse({'error': False, 'success_url': success_url})
return JsonResponse({'error': True, 'errors': form.errors})
context = {}
context["lead_form"] = form
context["accounts"] = Account.objects.filter(status="open")
context["users"] = users
context["countries"] = COUNTRIES
context["status"] = LEAD_STATUS
context["source"] = LEAD_SOURCE
context["teams"] = Teams.objects.all()
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i]
return render(request, template_name, context)
def update_lead(request, pk):
print('-- inside update lead --')
lead_record = Lead.objects.filter(pk=pk).first()
print('-- should make it past pk.first --')
template_name = "create_lead.html"
users = []
if 'ADMIN' in request.user.role or request.user.is_superuser:
print('-- admin detected in lead update view --')
users = User.objects.filter(is_active=True).order_by('email')
elif request.user.google.all():
users = []
else:
users = User.objects.filter(
role__in=['ADMIN', 'MANAGER']).order_by('email')
status = request.GET.get('status', None)
initial = {}
#if status and status == "converted":
# error = "This field is required."
# lead_record.status = "converted"
# initial.update({
# "status": status, "lead": lead_record.id})
error = ""
form = LeadForm(instance=lead_record, initial=initial, assigned_to=users)
if request.POST:
print('-- inside update lead post --')
form = LeadForm(request.POST,
request.FILES,
instance=lead_record,
initial=initial,
assigned_to=users)
print(form.errors)
if form.is_valid():
#print(form)
assigned_to_ids = lead_record.assigned_to.all().values_list(
'id', flat=True)
lead_obj = form.save(commit=False)
lead_obj.save()
lead_obj.tags.clear()
all_members_list = []
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
if tags:
split_tags = tags.split(",")
print('-- found tags --')
print(split_tags)
lead_obj.tags.clear()
for tag in split_tags:
print('-- adding %s to Lead: %s' %
(tag, lead_obj.domain.domain_common))
lead_obj.tags.add(tag)
else:
print('-- no tags returned. clearing ...')
lead_obj.tags.clear()
if request.POST.getlist('assigned_to', []):
if request.POST.get('status') != "converted":
current_site = get_current_site(request)
assigned_form_users = form.cleaned_data.get(
'assigned_to').values_list('id', flat=True)
all_members_list = list(
set(list(assigned_form_users)) -
set(list(assigned_to_ids)))
lead_obj.assigned_to.clear()
lead_obj.assigned_to.add(*request.POST.getlist('assigned_to'))
else:
lead_obj.assigned_to.clear()
status = request.GET.get('status', None)
success_url = reverse('leads:list')
if status:
success_url = reverse('accounts:list')
return JsonResponse({'error': False, 'success_url': success_url})
return JsonResponse({'error': True, 'errors': form.errors})
context = {}
context["lead_obj"] = lead_record
user_assgn_list = [
assigned_to.id for assigned_to in lead_record.assigned_to.all()
]
#if request.user == lead_record.created_by:
# user_assgn_list.append(request.user.id)
if "ADMIN" not in request.user.role and not request.user.is_superuser:
if request.user.id not in user_assgn_list:
raise PermissionDenied
context["lead_form"] = form
#context["accounts"] = Account.objects.filter(status="open")
context["users"] = users
#context["countries"] = COUNTRIES
context["status"] = LEAD_STATUS
#context["source"] = LEAD_SOURCE
context["error"] = error
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i
]
return render(request, template_name, context)
def create_lead(request):
template_name = "create_lead.html"
users = []
if request.user.role == 'ADMIN' or request.user.is_superuser:
users = User.objects.filter(is_active=True).order_by('email')
elif request.user.google.all():
users = []
else:
users = User.objects.filter(role='ADMIN').order_by('email')
form = LeadForm(assigned_to=users)
if request.POST:
print(request.POST)
cat_id = Category.objects.get(pk=request.POST.get('category'))
subc_id = SubCategory.objects.get(pk=request.POST.get('sub_category'))
item_id = ItemList.objects.get(pk=request.POST.get('item_list'))
form = LeadForm(request.POST, request.FILES, assigned_to=users,sub_category=subc_id,item_list=item_id)
if form.is_valid():
lead_obj = form.save(commit=False)
lead_obj.created_by = request.user
lead_obj.save()
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t)
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t)
lead_obj.tags.add(tag)
if request.POST.getlist('assigned_to', []):
lead_obj.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
if request.POST.getlist('teams', []):
user_ids = Teams.objects.filter(id__in=request.POST.getlist('teams')).values_list('users', flat=True)
assinged_to_users_ids = lead_obj.assigned_to.all().values_list('id', flat=True)
for user_id in user_ids:
if user_id not in assinged_to_users_ids:
lead_obj.assigned_to.add(user_id)
if request.POST.getlist('teams', []):
lead_obj.teams.add(*request.POST.getlist('teams'))
if request.POST.getlist('products',[]):
lead_obj.products.add(*request.POST.getlist('products'))
current_site = get_current_site(request)
recipients = list(lead_obj.assigned_to.all().values_list('id', flat=True))
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
if request.FILES.get('lead_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'lead_attachment').name
attachment.lead = lead_obj
attachment.attachment = request.FILES.get('lead_attachment')
attachment.save()
if request.POST.get('status') == "converted":
account_object = Account.objects.create(
created_by=request.user, name=lead_obj.account_name,
email=lead_obj.email, phone=lead_obj.phone,
description=request.POST.get('description'),
website=request.POST.get('website'),
)
account_object.billing_address_line = lead_obj.address_line
account_object.billing_street = lead_obj.street
account_object.billing_city = lead_obj.city
account_object.billing_state = lead_obj.state
account_object.billing_postcode = lead_obj.postcode
account_object.billing_country = lead_obj.country
for tag in lead_obj.tags.all():
account_object.tags.add(tag)
if request.POST.getlist('assigned_to', []):
# account_object.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
current_site = get_current_site(request)
recipients = assigned_to_list
send_email_to_assigned_user.delay(recipients, lead_obj.id, domain=current_site.domain,
protocol=request.scheme)
account_object.save()
# update_leads_cache.delay()
success_url = reverse('leads:list')
if request.POST.get("savenewform"):
success_url = reverse("leads:add_lead")
return JsonResponse({'error': False, 'success_url': success_url})
return JsonResponse({'error': True, 'errors': form.errors})
context = {}
context["lead_form"] = form
context["accounts"] = Account.objects.filter(status="open")
context["users"] = users
context["countries"] = COUNTRIES
context["status"] = LEAD_STATUS
context["source"] = LEAD_SOURCE
context["teams"] = Teams.objects.all()
context['products'] = Product.objects.all()
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i]
return render(request, template_name, context)
def create_lead(request):
template_name = "create_lead.html"
users = User.objects.filter(is_active=True).order_by('email')
form = LeadForm(assigned_to=users)
if request.POST:
form = LeadForm(request.POST, request.FILES, assigned_to=users)
if form.is_valid():
lead_obj = form.save(commit=False)
lead_obj.created_by = request.user
lead_obj.save()
if request.POST.get('tags', ''):
tags = request.POST.get("tags")
splitted_tags = tags.split(",")
for t in splitted_tags:
tag = Tags.objects.filter(name=t)
if tag:
tag = tag[0]
else:
tag = Tags.objects.create(name=t)
lead_obj.tags.add(tag)
if request.POST.getlist('assigned_to', []):
lead_obj.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
current_site = get_current_site(request)
for assigned_to_user in assigned_to_list:
user = get_object_or_404(User, pk=assigned_to_user)
mail_subject = 'Assigned to lead.'
message = render_to_string(
'assigned_to/leads_assigned.html', {
'user': user,
'domain': current_site.domain,
'protocol': request.scheme,
'lead': lead_obj
})
email = EmailMessage(mail_subject,
message,
to=[user.email])
email.content_subtype = "html"
email.send()
if request.FILES.get('lead_attachment'):
attachment = Attachments()
attachment.created_by = request.user
attachment.file_name = request.FILES.get(
'lead_attachment').name
attachment.lead = lead_obj
attachment.attachment = request.FILES.get('lead_attachment')
attachment.save()
if request.POST.get('status') == "converted":
account_object = Account.objects.create(
created_by=request.user,
name=lead_obj.account_name,
email=lead_obj.email,
phone=lead_obj.phone,
description=request.POST.get('description'),
website=request.POST.get('website'),
)
account_object.billing_address_line = lead_obj.address_line
account_object.billing_street = lead_obj.street
account_object.billing_city = lead_obj.city
account_object.billing_state = lead_obj.state
account_object.billing_postcode = lead_obj.postcode
account_object.billing_country = lead_obj.country
for tag in lead_obj.tags.all():
account_object.tags.add(tag)
if request.POST.getlist('assigned_to', []):
# account_object.assigned_to.add(*request.POST.getlist('assigned_to'))
assigned_to_list = request.POST.getlist('assigned_to')
current_site = get_current_site(request)
for assigned_to_user in assigned_to_list:
user = get_object_or_404(User, pk=assigned_to_user)
mail_subject = 'Assigned to account.'
message = render_to_string(
'assigned_to/account_assigned.html', {
'user': user,
'domain': current_site.domain,
'protocol': request.scheme,
'account': account_object
})
email = EmailMessage(mail_subject,
message,
to=[user.email])
email.content_subtype = "html"
email.send()
account_object.save()
success_url = reverse('leads:list')
if request.POST.get("savenewform"):
success_url = reverse("leads:add_lead")
return JsonResponse({'error': False, 'success_url': success_url})
else:
return JsonResponse({'error': True, 'errors': form.errors})
else:
context = {}
context["lead_form"] = form
context["accounts"] = Account.objects.filter(status="open")
context["users"] = users
context["countries"] = COUNTRIES
context["status"] = LEAD_STATUS
context["source"] = LEAD_SOURCE
context["assignedto_list"] = [
int(i) for i in request.POST.getlist('assigned_to', []) if i
]
return render(request, template_name, context)
def lead(request, lead_id=None):
"""Lead creation or modification"""
lead = None
updated_fields = []
state_changed = False
blacklist_fields = ["creation_date", "tags"]
max_length = 50
old_lead_description = ""
try:
if lead_id:
lead = Lead.objects.get(id=lead_id)
old_lead_description = lead.description
except Lead.DoesNotExist:
pass
if request.method == "POST":
if lead:
form = LeadForm(request.POST, instance=lead)
created = False
else:
form = LeadForm(request.POST)
created = True
if form.is_valid():
changed_fields = form.changed_data
for field_name, field in list(form.fields.items()):
if field_name in changed_fields and field_name not in blacklist_fields:
if field_name == "state":
state_changed = True
value = form.cleaned_data[field_name]
if field_name == "description":
if compact_text(value) == old_lead_description:
# Don't consider description field as changed if content is the same
continue
if isinstance(value, (list, QuerySet)):
value = ", ".join([str(i) for i in value])
else:
value = force_text(value)
value = value if len(value)<=max_length else value[0:max_length-3]+'...'
updated_fields.append("%s: %s" % (force_text(field.label or field_name), value))
lead = form.save()
postSaveLead(request, lead, updated_fields, created=created, state_changed=state_changed)
return HttpResponseRedirect(reverse("leads:detail", args=[lead.id]))
else:
if lead:
form = LeadForm(instance=lead) # A form that edit current lead
else:
try:
consultant = Consultant.objects.get(trigramme__iexact=request.user.username)
form = LeadForm(initial={"responsible": consultant}) # An unbound form
except Consultant.DoesNotExist:
form = LeadForm() # An unbound form
return render(request, "leads/lead.html", {"lead": lead,
"form": form,
"user": request.user})
