示例#1
0
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))
示例#2
0
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
示例#3
0
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()
示例#4
0
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")