def save_connection(request):
form = forms.create_clients(request.POST)
if form.is_valid():
company_name = form.cleaned_data["company"]
company = Company.objects.filter(name=str(company_name))
if company.first() is None:
#form = form.save()
company_table = Company(
name=form.cleaned_data["company"],
mail=form.cleaned_data["mail"],
tel=form.cleaned_data["TEL"],
web_site_link=form.cleaned_data["web"],
industry=form.cleaned_data["industry"],
address=form.cleaned_data["address"],
)
company_table.save()
stage = Client_stage.objects.values('id').filter(
stage=form.cleaned_data["stage"])
new_id = Company.objects.values('id').filter(name=company_name)
#連絡先をupdateする
Connection.objects.filter(id=form.cleaned_data["index"]).update(
clients_name=form.cleaned_data["name"],
company_id=new_id[0]["id"],
clients_mail=form.cleaned_data["mail"],
tel=form.cleaned_data["TEL"],
web_site_link=form.cleaned_data["web"],
stage_id=stage[0]["id"],
industry=form.cleaned_data["industry"],
annual_revenue=form.cleaned_data["revenue"],
accuracy=form.cleaned_data["accuracy"],
address=form.cleaned_data["address"],
memo1=form.cleaned_data["memo1"],
memo2=form.cleaned_data["memo2"],
)
# connection_table = Connection(clients_name=form.cleaned_data["name"],
# company_id = new_id[0]["id"],
# clients_mail=form.cleaned_data["mail"],
# tel=form.cleaned_data["TEL"],
# web_site_link=form.cleaned_data["web"],
# stage_id=form.cleaned_data["stage"],
# industry=form.cleaned_data["industry"],
# annual_revenue=form.cleaned_data["revenue"],
# accuracy=form.cleaned_data["accuracy"],
# address=form.cleaned_data["address"],
# memo1=form.cleaned_data["memo1"],
# memo2=form.cleaned_data["memo2"],
# )
#
# form = form.save()
return redirect('connection')
def save_client(request):
today = dt.datetime.now()
#登録された見込み客の情報を受け取る
form = forms.create_clients(request.POST)
#フォームに正しい値が入力されていたら
if form.is_valid():
#企業名を取得
company_name = form.cleaned_data["company"]
#Companyテーブルの中から企業名が一致するレコードを取得
company = Company.objects.filter(name=str(company_name))
#レコードがなければ(登録されていない企業なら)
if company.first() is None:
#form = form.save()
#新しい企業のレコードをinsert
company_table = Company(
name=form.cleaned_data["company"],
mail=form.cleaned_data["mail"],
tel=form.cleaned_data["TEL"],
web_site_link=form.cleaned_data["web"],
industry=form.cleaned_data["industry"],
address=form.cleaned_data["address"],
)
#レコードを保存
company_table.save()
#入力されたステージIDと一致するステージを取得
stage = Client_stage.objects.values('id').filter(
stage=form.cleaned_data["stage"])
#フォームから取得した企業名と一致するレコードのidを取得
new_id = Company.objects.values('id').filter(name=company_name)
#見込み客をinsert
clients_table = Clients(
clients_name=form.cleaned_data["name"],
company_id=new_id[0]["id"],
clients_mail=form.cleaned_data["mail"],
tel=form.cleaned_data["TEL"],
web_site_link=form.cleaned_data["web"],
stage_id=stage[0]["id"],
industry=form.cleaned_data["industry"],
annual_revenue=form.cleaned_data["revenue"],
accuracy=form.cleaned_data["accuracy"],
address=form.cleaned_data["address"],
memo1=form.cleaned_data["memo1"],
memo2=form.cleaned_data["memo2"],
)
#レコードを保存
clients_table.save()
# form = form.save()
return redirect('client')
def to_connection(request):
today = dt.datetime.now()
form = forms.create_clients(request.POST)
if form.is_valid():
company_name = form.cleaned_data["company"]
company = Company.objects.filter(name=str(company_name))
if company.first() is None:
company_table = Company(
name=form.cleaned_data["company"],
mail=form.cleaned_data["mail"],
tel=form.cleaned_data["TEL"],
web_site_link=form.cleaned_data["web"],
industry=form.cleaned_data["industry"],
address=form.cleaned_data["address"],
)
company_table.save()
stage = Client_stage.objects.values('id').filter(
stage=form.cleaned_data["stage"])
new_id = Company.objects.values('id').filter(name=company_name)
#Connectionテーブルに見込み客情報をinsert
connection_table = Connection(
clients_name=form.cleaned_data["name"],
company_id=new_id[0]["id"],
clients_mail=form.cleaned_data["mail"],
tel=form.cleaned_data["TEL"],
web_site_link=form.cleaned_data["web"],
stage_id=stage[0]["id"],
industry=form.cleaned_data["industry"],
annual_revenue=form.cleaned_data["revenue"],
accuracy=form.cleaned_data["accuracy"],
address=form.cleaned_data["address"],
memo1=form.cleaned_data["memo1"],
memo2=form.cleaned_data["memo2"],
)
connection_table.save()
index = form.cleaned_data["index"]
#連絡先に追加した見込み客情報をClientsテーブルから削除
Clients.objects.filter(id=index).delete()
# form = form.save()
return redirect('client')
def save_business_talk(request):
if request.method == "POST":
form = forms.create_business_talk(request.POST)
if form.is_valid():
company_name = form.cleaned_data["company"]
company = Company.objects.filter(name=str(company_name))
if company.first() is None:
company_table = Company(
name=form.cleaned_data["company"],
mail=form.cleaned_data["mail"],
tel=form.cleaned_data["tel"],
web_site_link=form.cleaned_data["web"],
industry=form.cleaned_data["industry"],
address=form.cleaned_data["address"],
)
company_table.save()
# return render(request, 'login/log.html', {'log': form.cleaned_data["stage"]})
new_id = Company.objects.values('id').filter(name=company_name)
stage = Business_talk_stage.objects.values('id').filter(
stage=form.cleaned_data["stage"])
next_step = Business_talk_stage.objects.values('id').filter(
stage=form.cleaned_data["next_step"])
#フォームに入力された商談情報をinsert
business_talk_table = Business_talk(
name=form.cleaned_data["name"],
company_id=new_id[0]["id"],
tel=form.cleaned_data["tel"],
mail=form.cleaned_data["mail"],
client_representive=form.cleaned_data["client_name"],
web_site_link=form.cleaned_data["web"],
date=form.cleaned_data["date"],
stage_id=stage[0]["id"],
accuracy=form.cleaned_data["accuracy"],
next_step=next_step[0]["id"],
content=form.cleaned_data["content"],
memo1=form.cleaned_data["memo1"],
memo2=form.cleaned_data["memo2"],
complete=int(b),
)
business_talk_table.save()
return redirect('business_talk')
return render(request, 'login/log.html', {'log': form})
def insert_company(data):
c = Company(**data)
c.save()
return c.id
def finish(request):
usermail = request.session.get('user_mail')
cnamech1 = request.POST.get('cnamech1')
cnameeg1 = request.POST.get('cnameeg1')
cnamech2 = request.POST.get('cnamech2')
cnameeg2 = request.POST.get('cnameeg2')
addressen = request.POST.get('addressen')
addressch = request.POST.get('addressch')
czipcode = request.POST.get('czipcode')
if request.session.get('is_login', None) == None:
message = {'message': '非法', 'suc': 'timeout'}
else:
try:
lookfor = Company.objects.filter(cnamech1=cnamech1,
cnamech2=cnamech2,
cnameeg1=cnameeg1,
cnameeg2=cnameeg2,
addressch=addressch,
addressen=addressen,
czipcode=czipcode)
if lookfor:
lookfor1 = Company.objects.get(cnamech1=cnamech1,
cnamech2=cnamech2,
cnameeg1=cnameeg1,
cnameeg2=cnameeg2,
addressch=addressch,
addressen=addressen,
czipcode=czipcode)
findaid = Author.objects.get(amail=usermail)
new_ac = AuthorCompany(acorder=1,
accurrent=True,
author=findaid,
company=lookfor1)
new_ac.save()
account.objects.filter(umail=usermail).update(uall=True)
request.session['uall'] = True
message = {'message': '已为您录入基本信息', 'suc': 'yes'}
else:
new_com = Company(cnamech1=cnamech1,
cnamech2=cnamech2,
cnameeg1=cnameeg1,
cnameeg2=cnameeg2,
addressch=addressch,
addressen=addressen,
czipcode=czipcode)
new_com.save()
findcid = Company.objects.get(cnamech1=cnamech1,
cnamech2=cnamech2,
cnameeg1=cnameeg1,
cnameeg2=cnameeg2,
addressch=addressch,
addressen=addressen,
czipcode=czipcode)
findaid = Author.objects.get(amail=usermail)
new_ac = AuthorCompany(acorder=1,
accurrent=True,
author=findaid,
company=findcid)
new_ac.save()
account.objects.filter(umail=usermail).update(uall=True)
request.session['uall'] = True
message = {'message': '已为您录入基本信息', 'suc': 'yes'}
except:
message = {'message': '服务器内部错误', 'suc': 'no'}
return JsonResponse(message)
def import_clients(request):
if request.method == 'POST':
form = forms.UploadFileForm2(request.POST, request.FILES)
if form.is_valid():
#ファイルが選択されていれば
if 'file' in request.FILES:
df = handle_uploaded_file2(request.FILES['file'])
clients_name = df.loc[:, "clients_name"]
company_name = df.loc[:, "company"]
clients_mail = df.loc[:, "clients_mail"]
tel = df.loc[:, "tel"]
web_site_link = df.loc[:, "web_site_link"]
stage_id = df.loc[:, "stage_id"]
accuracy = df.loc[:, "accuracy"]
industry = df.loc[:, "industry"]
revenue = df.loc[:, "annual_revenue"]
address = df.loc[:, "address"]
memo1 = df.loc[:, "memo1"]
memo2 = df.loc[:, "memo2"]
for i in range(len(df)):
company = Company.objects.filter(name=str(company_name[i]))
if company.first() is None:
company_table = Company(
name=company_name[i],
mail=clients_mail[i],
tel=tel[i],
web_site_link=web_site_link[i],
industry=industry[i],
address=address[i],
)
company_table.save()
new_id = Company.objects.values('id').filter(
name=company_name[i])
clients = Clients.objects.filter(
company_id=new_id[0]["id"])
if clients.first() is None:
clients_table = Clients(
clients_name=clients_name[i],
company_id=new_id[0]["id"],
clients_mail=clients_mail[i],
tel=tel[i],
web_site_link=web_site_link[i],
stage_id=stage_id[i],
industry=industry[i],
annual_revenue=revenue[i],
accuracy=accuracy[i],
address=address[i],
memo1=memo1[i],
memo2=memo2[i],
)
clients_table.save()
return redirect('client')
#return render(request,'login/log.html',{"log":clients_name[0]})
#ファイルが選択されていなければ
else:
error = "ファイルを選択してください"
form = forms.search_clients(request.GET or None)
form2 = forms.UploadFileForm2(request.POST or None)
clients = Clients.objects.all().values("clients_name",
"company_id",
"clients_mail", "tel")
for i in range(len(clients)):
company = Company.objects.values('name').filter(
id=int(clients[i]["company_id"]))
clients[i]["company"] = company[0]["name"]
if clients.first() != None:
return render(
request, 'login/future_client.html', {
"clients": clients,
"form": form,
"form2": form2,
"error": error
})
content = []
return render(
request, 'login/future_client.html', {
"clients": content,
"form": form,
"form2": form2,
"error": error
})
def file_import(request):
if request.method == 'POST':
form = forms.UploadFileForm(request.POST, request.FILES)
if form.is_valid():
if 'file' in request.FILES:
#フォームで取得したファイルを保存する関数
#保存したファイルをpandasで読み込んだものを返す
df = handle_uploaded_file(request.FILES['file'])
#カラムごとに格納
clients_name = df.loc[:, "clients_name"]
company_name = df.loc[:, "company"]
clients_mail = df.loc[:, "clients_mail"]
tel = df.loc[:, "tel"]
web_site_link = df.loc[:, "web_site_link"]
stage_id = df.loc[:, "stage_id"]
accuracy = df.loc[:, "accuracy"]
industry = df.loc[:, "industry"]
revenue = df.loc[:, "annual_revenue"]
address = df.loc[:, "address"]
memo1 = df.loc[:, "memo1"]
memo2 = df.loc[:, "memo2"]
#csvファイルの情報を一つずつConnectionテーブルに保存する
for i in range(len(df)):
company = Company.objects.filter(name=str(company_name[i]))
if company.first() is None:
company_table = Company(
name=company_name[i],
mail=clients_mail[i],
tel=tel[i],
web_site_link=web_site_link[i],
industry=industry[i],
address=address[i],
)
company_table.save()
new_id = Company.objects.values('id').filter(
name=company_name[i])
connection = Connection.objects.filter(
company_id=new_id[0]["id"])
if connection.first() is None:
connection_table = Connection(
clients_name=clients_name[i],
company_id=new_id[0]["id"],
clients_mail=clients_mail[i],
tel=tel[i],
web_site_link=web_site_link[i],
stage_id=stage_id[i],
industry=industry[i],
annual_revenue=revenue[i],
accuracy=accuracy[i],
address=address[i],
memo1=memo1[i],
memo2=memo2[i],
)
connection_table.save()
return redirect('connection')
#ファイルが選択されていなかったらエラー文を返す
else:
form = forms.search_clients(request.GET or None)
form2 = forms.UploadFileForm(request.POST or None)
error = "ファイルを選択してください"
connection = Connection.objects.all().values(
"clients_name", "company_id", "clients_mail", "tel")
for i in range(len(connection)):
company = Company.objects.values('name').filter(
id=int(connection[i]["company_id"]))
connection[i]["company"] = company[0]["name"]
if connection.first() != None:
return render(
request, 'login/contact_information.html', {
"clients": connection,
"form": form,
"form2": form2,
"error": error
})
content = []
return render(
request, 'login/contact_information.html', {
"clients": content,
"form": form,
"form2": form2,
"error": error
})