def get_client_from_crm(self):
try:
motius_crm = MotiusCrm()
client = motius_crm.get_client(self.crm_client_id)
return client
except:
return None
class ClientProfileAdminForm(forms.ModelForm):
readonly_fields = ['public_id']
user = ModelSelect2Field(
queryset=get_user_model().objects.filter(groups__name='client'),
required=False,
widget=Select2Widget(
select2_options={
'width': '220px',
}
)
)
account_manager = ModelSelect2Field(
queryset=get_user_model().objects.filter(team_profile__isnull=False),
required=False,
widget=Select2Widget(
select2_options={
'width': '220px',
}
)
)
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.motius_crm = None
# Try to get CRM accounts and show them in a dropdown
try:
self.motius_crm = MotiusCrm()
self.fields['crm_id'] = Select2ChoiceField(
label=_('CRM Account'),
choices=self.motius_crm.get_client_choices(),
required=False,
widget=Select2Widget(select2_options={'width': '220px'})
)
except SugarError:
self.fields['crm_id'] = forms.CharField(label=_('CRM ID'), required=False)
def save(self, commit=True):
instance = super().save(commit=False)
# Import address from CRM
if self.motius_crm and instance.crm_id:
crm_entry = self.motius_crm.get_client(instance.crm_id)
address_fields = self.motius_crm.get_address_from_client(crm_entry)
if crm_entry:
for key, value in address_fields.items():
if not getattr(instance, key) and value:
setattr(instance, key, value)
account_manager = TeamProfile.objects.filter(crm_id=crm_entry['assigned_user_id'])
if account_manager.exists():
instance.account_manager = account_manager[:1].get().user
return instance
class Meta:
exclude = []
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.motius_crm = None
# Try to get CRM accounts and show them in a dropdown
try:
self.motius_crm = MotiusCrm()
self.fields['crm_id'] = Select2ChoiceField(
label=_('CRM Account'),
choices=self.motius_crm.get_client_choices(),
required=False,
widget=Select2Widget(select2_options={'width': '220px'})
)
except SugarError:
self.fields['crm_id'] = forms.CharField(label=_('CRM ID'), required=False)
