import requests
from django.shortcuts import redirect, render
from django.contrib import messages
from django.conf import settings
from django.core.paginator import Paginator, EmptyPage, PageNotAnInteger
from django.contrib.auth.decorators import login_required
from urllib.parse import urlencode
import json
import time
from authentication.models import User
from django.db.models import Prefetch
from leads.models import Lead,Leadnote,LeadAttachmentPhotos,LeadAttachmentFiles,ProductSpecificationPDFSent,ProductUserManualPDFSent
from myobconnect.models import MyobModel
from django.contrib.auth.hashers import make_password
from django.core import serializers
from myobconnect.views import refresh_token
from django.utils import timezone
from django.db.models import Q ,Case ,When ,F , DateTimeField
from django.utils.dateparse import parse_date
import string
import urllib.parse
from django.http import JsonResponse
from django.views.decorators.csrf import csrf_exempt
from django.utils.decorators import method_decorator
from django.views import View
from quotation.models import Invoice,Quotation
from django.db.models import CharField, Value
from django.db.models.functions import Concat
from authentication.models import ActivityLog
from authentication.decorators import is_admin, is_sales, is_technician, is_customer,is_superuser
from django.contrib.auth.decorators import user_passes_test
from django.shortcuts import get_object_or_404
import os
from django.http import HttpResponse
from django.template.loader import render_to_string
from django.core.mail import EmailMessage
from django.contrib.auth.hashers import make_password
from dotenv import load_dotenv, find_dotenv
from authentication.models import User,Role
import random
from .models import Lead,Lead_Quote
from django.urls import reverse
load_dotenv(find_dotenv())
myob_customer_freightaxcode = os.environ.get('MYOB_Customer_FreightTaxCode')
myob_customer_taxcode = os.environ.get('MYOB_Customer_TaxCode')
from django.utils.timezone import localdate,now
from django.db.models import Max,Min
from django.db.models import Subquery, OuterRef
import csv
from product.models import ProductCategory,Product,OtherImage,SerialNumber
from customer.models import Customer,Customer_Info
from datetime import datetime,timedelta,date
@method_decorator(csrf_exempt, name='dispatch')
def cron_addDemoNote(request):
today = date.today()
tomorrow = today + timedelta(days=1)
day_after_tomorrow = today + timedelta(days=2)
lead_items = Lead.objects.filter(
Q(demo_date=today) |
Q(demo_date=tomorrow) |
Q(demo_date=day_after_tomorrow)
)
# dd(lead_items);
if lead_items:
for lead_item in lead_items:
latest_group = Leadnote.objects.aggregate(Max('groupid'))['groupid__max'] or 0
next_group = latest_group + 1
# dd(next_group,lead_item)
leadnote = Leadnote.objects.filter(
lead=lead_item,
is_it_lead_demo=True
).order_by('-id').first()
if not leadnote:
Leadnote.objects.create(
lead=lead_item,
groupid=next_group,
note="Demo Scheduled",
reminder_date = lead_item.demo_date,
meeting_time=lead_item.demo_time,
assigned_to=lead_item.assigned_to,
created_by = lead_item.assigned_to,
is_it_lead_demo = True,
created_at=now(),
)
else:
if (leadnote.reminder_date != lead_item.demo_date or leadnote.meeting_time != lead_item.demo_time):
leadnote.reminder_date = lead_item.demo_date
leadnote.meeting_time = lead_item.demo_time
leadnote.save(update_fields=['reminder_date', 'meeting_time'])
return HttpResponse('done')
else:
return HttpResponse('No record found')
def normalize_url(url):
if url and not url.startswith(('http://', 'https://')):
return 'https://' + url
return url
class MarkNotesReadView(View):
def post(self, request):
today = localdate()
if request.user.is_authenticated:
# Get user's roles
user_roles = request.user.role.all().values_list('id', flat=True)
# Allow update only if user has role 3
if 3 in user_roles:
Leadnote.objects.filter(
deleted_at__isnull=True,
is_read=0,
assigned_to=request.user,
reminder_date__in=[today, None] # Update only notes assigned to the user
).update(is_read=1)
return JsonResponse({'status': 'success', 'message': 'Notes marked as read'})
return JsonResponse({'status': 'error', 'message': 'Permission denied'}, status=403)
return JsonResponse({'status': 'error', 'message': 'Unauthorized'}, status=403)
def add_lead_attachment(request, id):
if request.method == 'POST':
lead = get_object_or_404(Lead, id=id)
for file in request.FILES.getlist('image_attachments'):
LeadAttachmentPhotos.objects.create(
lead=lead,
attachment=file,
created_by=request.user,
updated_by=request.user
)
for file in request.FILES.getlist('file_attachments'):
LeadAttachmentFiles.objects.create(
lead=lead,
attachment=file,
created_by=request.user,
updated_by=request.user
)
return redirect('leads:list')
def lead_attachments_view(request, lead_id):
lead = get_object_or_404(Lead, id=lead_id)
attachments = LeadAttachmentPhotos.objects.filter(lead_id=lead_id, soft_deleted=False)
attachmentfiless = LeadAttachmentFiles.objects.filter(lead_id=lead_id, soft_deleted=False)
return render(request, 'pages/leads/view_attachment.html', {'attachments': attachments,'attachmentfiless' : attachmentfiless, 'lead': lead})
def export_leads_csv(request):
response = HttpResponse(content_type='text/csv')
response['Content-Disposition'] = 'attachment; filename="leads.csv"'
writer = csv.writer(response)
writer.writerow(['ID', 'Company Name','Customer Name ', 'Email','Work Phone','Mobile','ABN','Address','Business Type','Lead Source','Interasted In Products'])
for lead in Lead.objects.all():
# dd(customer)
business_type = lead.get_business_type_display()
lead_source = lead.get_lead_source_display()
# products = ", ".join(lead.products) if lead.products else ""
# # product_names = Product.objects.filter(id__in=lead.products).values_list('product_name', flat=True)
# product_names = Product.objects.filter(id__in=lead.products).values_list('product_name', flat=True)
# products_str = ", ".join(product_names)
product_names = []
if lead.products: # make sure it's not None or empty
product_names = Product.objects.filter(id__in=lead.products).values_list('product_name', flat=True)
products_str = ", ".join(product_names)
# address=lead.city+', '+lead.street+', '+lead.state+', '+lead.street+' '+lead.post_code+' '+lead.country;
address_parts = [
lead.city or '',
lead.street or '',
lead.state or '',
lead.post_code or '',
lead.country or ''
]
address = ', '.join(filter(None, address_parts))
writer.writerow([lead.id,lead.company_name, f"{lead.first_name} {lead.last_name}", lead.email,lead.work_phone,lead.mobile,lead.abn,address,business_type,lead_source,products_str])
return response
def process_note_action(request, note_id):
if request.method == "POST":
action_type = request.POST.get("action_type")
note = Leadnote.objects.get(id=note_id)
if action_type == "mark_read":
note.is_read = True
note.updated_by = request.user
note.save()
messages.success(request, "Note marked as read.")
elif action_type == "update_log":
# meeting_time = request.POST.get('meeting_time') or None
userid = request.POST.get("useridlog") or None
if not userid == None:
assigned_user = get_object_or_404(User, id=userid)
else:
assigned_user=None
new_log = request.POST.get("log_note")
note.is_read = True
note.updated_by = request.user
note.save()
new_date = request.POST.get("reminder_date") or None
reminder_date_str = request.POST.get('reminder_date')
reminder_date =None
if reminder_date_str:
try:
reminder_date = datetime.strptime(reminder_date_str, "%Y-%m-%d").date() if reminder_date_str else None
except ValueError:
reminder_date = None # fallback if invalid
else:
reminder_date=None
meeting_time_str = request.POST.get('meeting_time')
meeting_time = None
if meeting_time_str:
try:
meeting_time = datetime.strptime(meeting_time_str, "%H:%M").time()
except ValueError:
meeting_time = None # fallback if invalid
Leadnote.objects.create(
lead=note.lead,
groupid=request.POST.get("groupid"),
note=new_log,
reminder_date = reminder_date,
meeting_time=meeting_time,
assigned_to=assigned_user,
created_by = request.user,
# assigned_to=note.assigned_to,
created_at=now(),
)
messages.success(request, "New log added successfully.")
elif action_type == "reschedule":
# meeting_time = request.POST.get('reschedule_meeting_time') or None
userid = request.POST.get("userid") or None
if not userid == None:
assigned_user = get_object_or_404(User, id=userid)
else:
assigned_user=None
# new_date = request.POST.get("reschedule_date") or None
reminder_date_str = request.POST.get('reschedule_date')
reminder_date =None
if reminder_date_str:
try:
reminder_date = datetime.strptime(reminder_date_str, "%Y-%m-%d").date() if reminder_date_str else None
except ValueError:
reminder_date = None # fallback if invalid
else:
reminder_date=None
meeting_time_str = request.POST.get('reschedule_meeting_time')
meeting_time = None
if meeting_time_str:
try:
meeting_time = datetime.strptime(meeting_time_str, "%H:%M").time()
except ValueError:
meeting_time = None # fallback if invalid
note.reminder_date = reminder_date
note.updated_by = request.user
note.meeting_time=meeting_time
note.assigned_to=assigned_user
note.save()
messages.success(request, "Reminder date updated.")
return redirect("leads:note_list") # Adjust this URL to match your project
return JsonResponse({"status": "error", "message": "Invalid request"}, status=400)
def add_customer_note(request, id):
lead = get_object_or_404(Lead, id=id)
meeting_invitation = 0
meet_link = None
meeting_time = None
if 'meeting_invitation' in request.POST:
meeting_invitation = 1
meeting_time = request.POST.get('meeting_time') or None
meet_link = request.POST.get('meet_link')
if request.method == "POST":
note = request.POST.get("note")
userid = request.POST.get("userid") or None
# reminder_date = request.POST.get("reminder_date") or None # Optional field
if not userid == None:
assigned_user = get_object_or_404(User, id=userid)
else:
assigned_user=None
last_group = Leadnote.objects.order_by('-groupid').first()
next_group_id = (last_group.groupid + 1) if last_group else 1
print(request.POST.get('meeting_time'))
print(meeting_time)
reminder_date_str = request.POST.get('reminder_date')
reminder_date =None
if reminder_date_str:
try:
reminder_date = datetime.strptime(reminder_date_str, "%Y-%m-%d").date() if reminder_date_str else None
except ValueError:
reminder_date = None # fallback if invalid
else:
reminder_date=None
meeting_time_str = request.POST.get('meeting_time')
meeting_time = None
if meeting_time_str:
try:
meeting_time = datetime.strptime(meeting_time_str, "%H:%M").time()
except ValueError:
meeting_time = None # fallback if invalid
print(meeting_time)
Leadnote.objects.create(
lead=lead,
note=note,
reminder_date=reminder_date,
meeting_time=meeting_time,
created_by = request.user,
assigned_to=assigned_user,
groupid=next_group_id,
meeting_invitation=meeting_invitation,
meet_link=meet_link
)
messages.success(request, "Note added successfully!")
return redirect('leads:list') # Adjust to your actual view
return redirect('leads:list')
@login_required
def note_customer(request, id):
lead = get_object_or_404(Lead, pk=id)
context={'leads': lead}
# dd(invoice.get_history)
# dd( customer.note_history)
note = lead.note_history
# dd(note)
# excluded_role_ids = [1,4,5]
# users = User.objects.filter(deleted_at__isnull=True,is_superuser=0).exclude(role__id__in=excluded_role_ids)
users = User.objects.filter( deleted_at__isnull=True, is_superuser=0, role__id=2 ).distinct()
return render(request, 'pages/leads/note.html', {'users':users,'notes':note,'lead':lead})
@login_required
def all_note_customer(request, id):
lead = get_object_or_404(Lead, pk=id)
context={'leads': lead}
# dd(invoice.get_history)
# dd( customer.note_history)
note = lead.all_note_history
# dd(note)
# excluded_role_ids = [1,4,5]
# users = User.objects.filter(deleted_at__isnull=True,is_superuser=0).exclude(role__id__in=excluded_role_ids)
users = User.objects.filter( deleted_at__isnull=True, is_superuser=0, role__id=2 ).distinct()
# dd(note)
return render(request, 'pages/leads/all_note.html', {'users':users,'notes':note,'lead':lead})
@login_required
def all_lead_note(request):
note = Leadnote.objects.filter(deleted_at__isnull=True).order_by('-updated_at')
# dd(note)
# excluded_role_ids = [1,4,5]
# users = User.objects.filter(deleted_at__isnull=True,is_superuser=0).exclude(role__id__in=excluded_role_ids)
users = User.objects.filter( deleted_at__isnull=True, is_superuser=0, role__id=2 ).distinct()
# dd(note)
return render(request, 'pages/leads/all_lead_notes.html', {'users':users,'notes':note})
@login_required
def note_list_customer(request):
# today = localdate()
today = date.today()
tomorrow = today + timedelta(days=1)
day_after_tomorrow = today + timedelta(days=2)
user = request.user
# excluded_role_ids = [1,4,5] #
# users = User.objects.filter(deleted_at__isnull=True, is_superuser=0).exclude(role__id__in=excluded_role_ids)
users = User.objects.filter( deleted_at__isnull=True, is_superuser=0, role__id=2 ).distinct()
# note = Leadnote.objects.filter(deleted_at__isnull=True)
# users = User.objects.filter(deleted_at__isnull=True,is_superuser=0).exclude(role__id__in=excluded_role_ids)
# Check user's role
user_roles = user.role.all().values_list('id', flat=True) # Get role IDs
# Check role-based filtering
if 1 in user_roles:
# Role 1: Show all customer notes
# notes = Leadnote.objects.filter(deleted_at__isnull=True, reminder_date__in=[today, None]).order_by('-created_at')
# latest_notes = (
# Leadnote.objects.filter(
# # reminder_date__in=[today, None],
# reminder_date__isnull=False,
# reminder_date__lte=today,
# is_read=0,
# deleted_at__isnull=True
# )
# .values('groupid') # Group by groupid
# .annotate(lat_created_at=Max('created_at')) # Get latest created_at per group
# )
# # Fetch actual notes matching the latest created_at per groupid
# notes = Leadnote.objects.filter(
# # reminder_date__in=[today, None],
# reminder_date__isnull=False,
# reminder_date__lte=today,
# is_read=0,
# deleted_at__isnull=True
# ).filter(
# Q(groupid__in=[note['groupid'] for note in latest_notes]),
# Q(created_at__in=[note['lat_created_at'] for note in latest_notes])
# ).order_by('-reminder_date')
latest_notes = (
Leadnote.objects.filter(
is_read=0,
deleted_at__isnull=True
)
.values('groupid')
.annotate(lat_created_at=Max('created_at'))
)
# Step 2: Fetch actual notes with conditional date filtering
notes = (
Leadnote.objects.filter(
is_read=0,
deleted_at__isnull=True
)
.filter(
Q(
is_it_lead_demo=False,
reminder_date__lte=today
)
|
Q(
is_it_lead_demo=True,
reminder_date__range=[today, day_after_tomorrow]
)
)
.filter(
Q(groupid__in=[note['groupid'] for note in latest_notes]),
Q(created_at__in=[note['lat_created_at'] for note in latest_notes])
)
.order_by('-reminder_date')
)
elif 2 in user_roles:
# Role 3: Show only notes assigned to the logged-in user
# notes = Leadnote.objects.filter(deleted_at__isnull=True, assigned_to__id=user.id, reminder_date__in=[today, None]).order_by('-created_at')
# latest_notes = (
# Leadnote.objects.filter(
# reminder_date__in=[today, None],
# assigned_to__id=user.id,
# deleted_at__isnull=True
# )
# .values('groupid') # Group by groupid
# .annotate(lat_created_at=Max('created_at')) # Get latest created_at per group
# )
# # Fetch actual notes matching the latest created_at per groupid
# notes = Leadnote.objects.filter(
# # reminder_date__in=[today, None],
# reminder_date__isnull=False,
# reminder_date__lte=today,
# is_read=0,
# assigned_to__id=user.id,
# deleted_at__isnull=True
# ).filter(
# Q(groupid__in=[note['groupid'] for note in latest_notes]),
# Q(created_at__in=[note['lat_created_at'] for note in latest_notes])
# ).order_by('-reminder_date')
latest_notes = ( Leadnote.objects.filter( assigned_to__id=user.id, deleted_at__isnull=True ).values('groupid').annotate(lat_created_at=Max('created_at')))
notes = ( Leadnote.objects.filter(is_read=0,assigned_to__id=user.id,deleted_at__isnull=True,).filter(
Q( is_it_lead_demo=False, reminder_date__lte=today ) | Q( is_it_lead_demo=True, reminder_date__range=[today, day_after_tomorrow] )
)
.filter(
Q(groupid__in=[note['groupid'] for note in latest_notes]),
Q(created_at__in=[note['lat_created_at'] for note in latest_notes])
)
.order_by('-reminder_date')
)
else:
# Other roles: No access
notes = Leadnote.objects.none()
if request.user.is_authenticated:
user_roles = list(request.user.role.all().values_list('id', flat=True))
else:
user_roles = []
# dd(notes)
return render(request, 'pages/notification/lead_note_list.html', {'users':users,'notes':notes,'user_roles':user_roles})
@login_required
def update_customer_note(request,id):
CustNote=Leadnote.objects.get(id=id)
if request.method == 'POST':
# dd(request.POST)
meeting_invitation= None
reminder_date_str = request.POST.get('reminder_date')
reminder_date =None
if reminder_date_str:
try:
reminder_date = datetime.strptime(reminder_date_str, "%Y-%m-%d").date() if reminder_date_str else None
except ValueError:
reminder_date = None # fallback if invalid
else:
reminder_date=None
meeting_time_str = request.POST.get('meeting_time')
meeting_time = None
if meeting_time_str:
try:
meeting_time = datetime.strptime(meeting_time_str, "%H:%M").time()
except ValueError:
meeting_time = None
if 'meeting_invitation' in request.POST:
meeting_invitation = 1
userid = request.POST.get("userid") or None
if not userid == None:
assigned_user = get_object_or_404(User, id=userid)
else:
assigned_user=None
print(reminder_date)
print(meeting_time_str)
CustNote.note=request.POST.get("note")
# dd(customer.user)
CustNote.reminder_date=reminder_date
CustNote.assigned_to=assigned_user
CustNote.meeting_invitation=meeting_invitation
CustNote.meeting_time=meeting_time
CustNote.updated_by = request.user
CustNote.save()
# dd(CustNote)
messages.success(request, "Note updated successfully!")
return redirect(reverse('leads:note_customer', args=[CustNote.lead.id]))
@login_required
def update_lead_status(request,id):
CustNote=Lead.objects.get(id=id)
print(request.POST)
if request.method == 'POST':
status = request.POST.get("status")
if status==5 or status=='5':
demo_date=request.POST.get("reminder_date") or None
demo_time=request.POST.get("demo_time") or None
CustNote.demo_date = demo_date
CustNote.demo_time = demo_time
CustNote.status=status
CustNote.save()
messages.success(request, "Status updated successfully!")
return redirect(reverse('leads:list'))
@login_required
def note_delete(request, id):
# customer = CustNote.objects.get(id=id)
# customer.deleted_by = request.user
# customer.delete()
# id=2
note = get_object_or_404(Customernote, id=id)
note.deleted_by = request.user
note.soft_delete()
# note.delete()
messages.success(request, 'Customer Note Deleted Successfully.')
return redirect(reverse('leads:note_customer', args=[note.customer.id]))
def myhistory(row):
# if not row.model_name == 'Quotation' and not row.model_name == 'SerialNumber' and not row.model_name == 'Invoice':
result = []
old = []
newarr = []
activity={}
activity['model_name']=row.model_name
activity['timestamp']=row.timestamp
# //dd(row)
activity['activity_by'] = str(row.user.userinfo.get_name) if row.user and row.user.userinfo is not None else 'Admin'
if row.action == 'Updated':
a = json.dumps(row.new_data[0]['fields'])
b = json.dumps( row.old_data[0]['fields'])
a = json.loads(a)
b = json.loads(b)
activity['note']=a['note']
# dd(a)
for key in a:
# if key != 'is_primary':
activity['action']='Updated'
replace=key
# dd(activity)
# if key == 'primary_emails':
# replace="Primary Email"
if a and b:
if key in a and key in b and a[key] != b[key]:
old.append(f'Updated {replace} From {a[key]} to {b[key]}')
activity['log_activity']=f'{replace} From {b[key]} To {a[key]} '
if key not in b:
result.append(f'{dict({replace: a[key]})} -> {"replace deleted"}')
activity['log_activity']=f'{dict({replace: a[key]})} -> {"replace deleted"}'
# activity['log_activity']=f'Updated {dict({key: b[key]})} {" Added"} '
if key in a and key in b and a[key] != b[key] and a[key] != None and b[key] != None and a[key] != '' and b[key] != '' :
result.append(f'{dict({replace: a[key]})} -> {dict({replace: b[key]})}')
if not ( key == 'updated_at' or key == 'updated_at' or key == 'updated_by' or key == 'deleted_at'):
old.append(f'Updated {replace} From {a[key]} to {b[key]}')
activity['log_activity']=f'{replace} From {b[key]} To {a[key]} '
activity['log_activity']=old
if row.action == 'Deleted':
a = json.dumps(row.new_data[0]['fields'])
# b = json.dumps( row.old_data[0]['fields'])
a = json.loads(a)
# b = json.loads(b)
result.append(f'Deleted')
activity['log_activity']='Deleted'
activity['note']=a['note']
activity['action']='Deleted'
if row.action == 'Created':
a = json.dumps(row.new_data[0]['fields'])
# b = json.dumps( row.old_data[0]['fields'])
a = json.loads(a)
# b = json.loads(b)
# dd(a['note'])
result.append(f'Created')
activity['log_activity']='Created'
activity['action']='Created'
activity['note']=a['note']
# dd(activity)
return activity
@user_passes_test(lambda u: is_admin(u) or is_superuser(u))
@login_required
def note_activity(request, id):
customer = get_object_or_404(Lead, pk=id)
context={'customers': customer}
# dd(invoice.get_history)
history = customer.get_history
t1=[]
if history:
for cus in history:
t=myhistory(cus)
if t is not None:
t1.append(t)
counter = 1
for cust in t1:
if 'log_activity' in cust and cust['log_activity'] is not None and cust['log_activity'] != '' :
cust['row_number'] = counter
counter += 1
# dd(t1)
return render(request, 'pages/leads/activity.html', {'t1':t1,'counter':counter})
@login_required
def get_last_note(request):
lead_id = request.GET.get('lead_id')
lead=Lead.objects.filter(id=lead_id).first()
if not lead:
return JsonResponse({"note": "Lead not found"})
# dd(lead.note_history.first())
# note = lead.note_history.filter(
# deleted_at__isnull=True
# ).order_by('-created_at').first()
note = lead.note_history().first() if lead.note_history else None
if note:
data = {
"note": note.note,
"created_by": f"{note.created_by.userinfo.first_name} {note.created_by.userinfo.last_name}" if note.created_by else "-",
"created_at": note.created_at.strftime("%d-%m-%Y %I:%M %p"),
"reminder_date": note.reminder_date.strftime("%d-%m-%Y") if note.reminder_date else "",
"meeting_time": note.meeting_time.strftime("%I:%M %p") if note.meeting_time else "",
"assigned_to": f"{note.assigned_to.userinfo.first_name} {note.assigned_to.userinfo.last_name}" if note.assigned_to else "-"
}
else:
data = {"note": "No notes found"}
return JsonResponse(data)
@login_required
def generate_map_url(lead):
address = f"{lead.street}, {lead.city}, {lead.state} {lead.post_code}, {lead.country}"
encoded_address = urllib.parse.quote(address)
return f"https://www.google.com/maps/search/?api=1&query={encoded_address}"
# Live
@login_required
def list_customer(request):
start_time = time.time()
customer_id = request.GET.get('customer_id')
email = request.GET.get('email')
phone = request.GET.get('phone')
status = request.GET.get('status')
lead_source = request.GET.get('lead_source')
start_date = request.GET.get('start_date')
end_date = request.GET.get('end_date')
date_field = request.GET.get('date_field') # created_at OR demo_date
if is_admin(request.user) or '2' in request.user.get_role:
customer=Lead.objects.filter(deleted_at__isnull=True)
else:
customer=Lead.objects.filter(deleted_at__isnull=True)
if (start_date or end_date or date_field) and not ((start_date or end_date) and date_field):
if date_field != 'all':
messages.error(request, " Date and Date Type are required ")
return redirect(request.META.get("HTTP_REFERER", "customer_list"))
if ((start_date or end_date) and date_field):
try:
if start_date:
start = make_aware(datetime.strptime(start_date, "%d-%m-%Y"))
else:
start=None
if end_date:
end = make_aware(datetime.strptime(end_date, "%d-%m-%Y") + timedelta(days=1) - timedelta(seconds=1))
else:
end=None
except ValueError:
messages.error(request, "Invalid date format, please use DD-MM-YYYY")
return redirect(request.META.get("HTTP_REFERER", "customer_list"))
if start and end:
print(start,end)
if date_field == "all":
customer = customer.filter(
Q(created_at__range=[start, end]) |
Q(demo_date__range=[start, end]) |
Q(
notes__created_at__range=[start, end],
notes__deleted_at__isnull=True
)|
Q(
notes__reminder_date__isnull=False,
notes__deleted_at__isnull=True,
notes__reminder_date__range=[start, end]
)
).distinct()
elif date_field == "note_date":
end = datetime.strptime(end_date, "%d-%m-%Y").date()# only leads with notes in range
start = datetime.strptime(start_date, "%d-%m-%Y").date()# only leads with notes in range
print(start,end)
customer = customer.filter(
notes__reminder_date__isnull=False,
notes__deleted_at__isnull=True,
notes__reminder_date__range=[start, end]
).distinct()
print("START:", start, type(start))
print("END:", end, type(end))
elif date_field == "note_created_at":
customer = customer.filter(
notes__created_at__range=[start, end],
notes__deleted_at__isnull=True
).distinct()
print("START:", start, type(start))
print("END:", end, type(end))
else:
filter_kwargs = {f"{date_field}__range": [start, end]}
customer = customer.filter(**filter_kwargs)
print('both')
elif start:
if date_field == "all":
customer = customer.filter(
Q(created_at__gte=start) |
Q(demo_date__gte=start) |
Q(
notes__created_at__gte=start,
notes__deleted_at__isnull=True
)|
Q(
notes__reminder_date__isnull=False,
notes__deleted_at__isnull=True,
notes__reminder_date__gte=start
)
).distinct()
elif date_field == "note_date":
start = datetime.strptime(start_date, "%d-%m-%Y").date()
customer = customer.filter(
notes__reminder_date__isnull=False,
notes__deleted_at__isnull=True,
notes__reminder_date__gte=start
).distinct()
elif date_field == "note_created_at":
customer = customer.filter(
notes__created_at__gte=start,
notes__deleted_at__isnull=True
).distinct()
else:
filter_kwargs = {f"{date_field}__gte": start}
customer = customer.filter(**filter_kwargs)
print('start')
elif end:
if date_field == "all":
customer = customer.filter(
Q(created_at__lte=end) |
Q(demo_date__lte=end) |
Q(
notes__created_at__lte=end,
notes__deleted_at__isnull=True
)|
Q(
notes__reminder_date__isnull=False,
notes__deleted_at__isnull=True,
notes__reminder_date__lte=end
)
).distinct()
elif date_field == "note_date":
end = datetime.strptime(end_date, "%d-%m-%Y").date()
customer = customer.filter(
notes__reminder_date__isnull=False,
notes__deleted_at__isnull=True,
notes__reminder_date__lte=end
).distinct()
elif date_field == "note_created_at":
customer = customer.filter(
notes__created_at__lte=end,
notes__deleted_at__isnull=True
).distinct()
else:
filter_kwargs = {f"{date_field}__lte": end}
customer = customer.filter(**filter_kwargs)
print('end')
print(customer)
if customer_id:
customer = Lead.objects.filter(Q(id=customer_id) )
if email:
email = request.GET.get('email').strip()
customer = customer.filter(email__icontains=email)
if phone:
phone = request.GET.get('phone').strip()
customer = customer.filter(
Q(work_phone__icontains=phone) | Q(mobile__icontains=phone)
)
if lead_source:
customer = customer.filter(lead_source=lead_source)
if status:
customer = customer.filter(status=status)
business_type = request.GET.get('business_type')
if business_type:
customer = customer.filter(business_type=business_type)
product_ids = request.GET.get('products')
if product_ids:
product_ids = [int(pid.strip()) for pid in product_ids.split(',') if pid.strip().isdigit()]
customer = customer.filter(products__contains=product_ids)
userid = request.GET.get('userid')
if userid:
customer = customer.filter(assigned_to_id=userid) # adjust field name accordingly
address = request.GET.get('address')
if address:
address = address.strip()
customer = customer.filter(
Q(state__icontains=address) |
Q(city__icontains=address) |
Q(street__icontains=address) |
Q(country__icontains=address) |
Q(post_code__icontains=address)
)
customer = customer.order_by('-updated_at')
# customer = ( customer .annotate(latest_note=Max('notes__updated_at')) .annotate(
# last_updated=Case(
# When(latest_note__gt=F('updated_at'), then=F('latest_note')),
# default=F('updated_at'),
# output_field=DateTimeField()
# )
# )
# .order_by('-last_updated')
# )
latest_note_subquery = Leadnote.objects.filter(
lead_id=OuterRef('pk'),
deleted_at__isnull=True
).order_by('-updated_at').values('updated_at')[:1]
customer = customer.annotate(
latest_note=Subquery(latest_note_subquery, output_field=DateTimeField())
).annotate(
last_updated=Case(
When(latest_note__gt=F('updated_at'), then=F('latest_note')),
default=F('updated_at'),
output_field=DateTimeField()
)
).order_by('-last_updated')
total_records = customer.count()
show_pagination = total_records > settings.PAGE_RECORDS
if show_pagination:
page = request.GET.get('page', 1)
paginator = Paginator(customer, settings.PAGE_RECORDS) # Show 10 customers per page
try:
customer = paginator.page(page)
except PageNotAnInteger:
customer = paginator.page(1)
except EmptyPage:
customer = paginator.page(paginator.num_pages)
users = User.objects.filter( deleted_at__isnull=True, is_superuser=0, role__id=2 ).distinct()
if is_admin(request.user) or '2' in request.user.get_role:
leads = Lead.objects.filter(deleted_at__isnull=True)
else:
leads = Lead.objects.filter(deleted_at__isnull=True)
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
print('test kiran')
end_time = time.time()
print(f"TOTAL TIME: {end_time - start_time:.3f} seconds")
return render(request,'pages/leads/list.html', {'users':users,'customers': customer,'cust':leads,'allproducts':allproducts})
# @login_required
# def list_customer(request):
# # env_vars = os.environ
# # for key, value in env_vars.items():
# # print(f"{key}: {value}")
# customer_id = request.GET.get('customer_id')
# email = request.GET.get('email')
# phone = request.GET.get('phone')
# status = request.GET.get('status')
# lead_source = request.GET.get('lead_source')
# start_date = request.GET.get('start_date')
# end_date = request.GET.get('end_date')
# date_field = request.GET.get('date_field') # created_at OR demo_date
# if is_admin(request.user) or '2' in request.user.get_role:
# customer=Lead.objects.filter(deleted_at__isnull=True)
# # elif '2' in request.user.get_role :
# # assigned_to = User.objects.get(id=request.user.id)
# # customer = Lead.objects.filter(assigned_to=assigned_to, deleted_by__isnull=True)
# else:
# customer=Lead.objects.filter(deleted_at__isnull=True)
# # dd(request.user.get_role)
# # customer=Lead.objects.filter(deleted_at__isnull=True)
# # customer = Customer_Info.objects.filter(customer__in=customer_data, is_primary=True)
# if (start_date or end_date or date_field) and not ((start_date or end_date) and date_field):
# messages.error(request, " Date and Date Type are required ")
# return redirect(request.META.get("HTTP_REFERER", "customer_list"))
# if ((start_date or end_date) and date_field):
# try:
# if start_date:
# start = datetime.strptime(start_date, "%d-%m-%Y").date()
# else:
# start=None
# if end_date:
# end = datetime.strptime(end_date, "%d-%m-%Y") + timedelta(days=1) - timedelta(seconds=1)
# # end = datetime.strptime(end_date, "%d-%m-%Y").date()
# else:
# end=None
# except ValueError:
# messages.error(request, "Invalid date format, please use DD-MM-YYYY")
# return redirect(request.META.get("HTTP_REFERER", "customer_list"))
# # print(start)
# # print(end)
# # print(date_field)
# if start and end:
# filter_kwargs = {f"{date_field}__range": [start, end]}
# elif start:
# filter_kwargs = {f"{date_field}__gte": start}
# else: # only end
# filter_kwargs = {f"{date_field}__lte": end}
# customer = customer.filter(**filter_kwargs)
# if customer_id:
# customer = Lead.objects.filter(Q(id=customer_id) )
# if email:
# email = request.GET.get('email').strip()
# customer = customer.filter(email__icontains=email)
# if phone:
# phone = request.GET.get('phone').strip()
# customer = customer.filter( Q(work_phone__icontains=phone) | Q(mobile__icontains=phone) )
# if lead_source:
# customer = customer.filter(lead_source=lead_source)
# if status:
# customer = customer.filter(status=status)
# business_type = request.GET.get('business_type')
# if business_type:
# customer = customer.filter(business_type=business_type)
# # 4. Filter by selected products (many-to-many or foreign key)
# product_ids = request.GET.get('products')
# if product_ids:
# product_ids = [int(pid.strip()) for pid in product_ids.split(',') if pid.strip().isdigit()]
# customer = customer.filter(products__contains=product_ids)
# # 5. Filter by sales user
# userid = request.GET.get('userid')
# if userid:
# customer = customer.filter(assigned_to_id=userid) # adjust field name accordingly
# address = request.GET.get('address')
# if address:
# address = address.strip()
# customer = customer.filter(
# Q(state__icontains=address) |
# Q(city__icontains=address) |
# Q(street__icontains=address) |
# Q(country__icontains=address) |
# Q(post_code__icontains=address)
# )
# customer = customer.order_by('-created_at')
# total_records = customer.count()
# show_pagination = total_records > settings.PAGE_RECORDS
# if show_pagination:
# page = request.GET.get('page', 1)
# # customer = customer.order_by('-created_at')
# paginator = Paginator(customer, settings.PAGE_RECORDS) # Show 10 customers per page
# try:
# customer = paginator.page(page)
# except PageNotAnInteger:
# customer = paginator.page(1)
# except EmptyPage:
# customer = paginator.page(paginator.num_pages)
# users = User.objects.filter( deleted_at__isnull=True, is_superuser=0, role__id=2 ).distinct()
# if is_admin(request.user) or '2' in request.user.get_role:
# leads = Lead.objects.filter(deleted_at__isnull=True)
# else:
# leads = Lead.objects.filter(deleted_at__isnull=True)
# allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
# print('test kiran')
# # for lead in leads:
# # lead.spec_sent_product_ids = set(
# # ProductSpecificationPDFSent.objects.filter(lead_id=lead.id)
# # .values_list('product_id', flat=True)
# # )
# # lead.manual_sent_product_ids = set(
# # ProductUserManualPDFSent.objects.filter(lead_id=lead.id)
# # .values_list('product_id', flat=True)
# # )
# return render(request,'pages/leads/list.html', {'users':users,'customers': customer,'cust':leads,'allproducts':allproducts})
# def list_customer(request):
# customer = Lead.objects.filter(deleted_at__isnull=True)
# # ---------------- FILTERS ----------------
# customer_id = request.GET.get('customer_id')
# email = request.GET.get('email')
# phone = request.GET.get('phone')
# status = request.GET.get('status')
# lead_source = request.GET.get('lead_source')
# business_type = request.GET.get('business_type')
# userid = request.GET.get('userid')
# address = request.GET.get('address')
# # ---------------- DATE FILTER ----------------
# start_date = request.GET.get('start_date')
# end_date = request.GET.get('end_date')
# date_field = request.GET.get('date_field')
# if (start_date or end_date) and date_field:
# try:
# start = make_aware(datetime.strptime(start_date, "%d-%m-%Y")) if start_date else None
# end = make_aware(datetime.strptime(end_date, "%d-%m-%Y") + timedelta(days=1) - timedelta(seconds=1)) if end_date else None
# except:
# messages.error(request, "Invalid date format")
# return redirect("leads:list")
# if date_field == "all":
# q = Q()
# if start and end:
# q = Q(created_at__range=[start, end]) | Q(demo_date__range=[start, end]) | Q(notes__created_at__range=[start, end])
# elif start:
# q = Q(created_at__gte=start) | Q(demo_date__gte=start) | Q(notes__created_at__gte=start)
# elif end:
# q = Q(created_at__lte=end) | Q(demo_date__lte=end) | Q(notes__created_at__lte=end)
# customer = customer.filter(q).distinct()
# else:
# lookup = {}
# if start and end:
# lookup[f"{date_field}__range"] = [start, end]
# elif start:
# lookup[f"{date_field}__gte"] = start
# elif end:
# lookup[f"{date_field}__lte"] = end
# customer = customer.filter(**lookup)
# # ---------------- OTHER FILTERS ----------------
# if customer_id:
# customer = customer.filter(id=customer_id)
# if email:
# customer = customer.filter(email__icontains=email.strip())
# if phone:
# phone = phone.strip()
# customer = customer.filter(Q(work_phone__icontains=phone) | Q(mobile__icontains=phone))
# if lead_source:
# customer = customer.filter(lead_source=lead_source)
# if status:
# customer = customer.filter(status=status)
# if business_type:
# customer = customer.filter(business_type=business_type)
# if userid:
# customer = customer.filter(assigned_to_id=userid)
# if address:
# address = address.strip()
# customer = customer.filter(
# Q(state__icontains=address) |
# Q(city__icontains=address) |
# Q(street__icontains=address) |
# Q(country__icontains=address) |
# Q(post_code__icontains=address)
# )
# # ---------------- OPTIMIZATION ----------------
# customer = customer.select_related('assigned_to').prefetch_related(
# Prefetch('notes', queryset=Leadnote.objects.filter(deleted_at__isnull=True))
# )
# # ---------------- ANNOTATION ----------------
# customer = customer.annotate(
# latest_note=Max('notes__updated_at')
# ).annotate(
# last_updated=Case(
# When(latest_note__gt=F('updated_at'), then=F('latest_note')),
# default=F('updated_at'),
# output_field=DateTimeField()
# )
# ).order_by('-last_updated')
# # ---------------- PAGINATION ----------------
# paginator = Paginator(customer, settings.PAGE_RECORDS)
# page = request.GET.get('page', 1)
# try:
# customer_page = paginator.page(page)
# except PageNotAnInteger:
# customer_page = paginator.page(1)
# except EmptyPage:
# customer_page = paginator.page(paginator.num_pages)
# # ---------------- USERS & PRODUCTS ----------------
# users = User.objects.filter(
# deleted_at__isnull=True,
# is_superuser=0,
# role__id=2
# ).only('id', 'name')
# allproducts = Product.objects.filter(
# deleted_at__isnull=True
# ).select_related('category').only('id', 'category')
# # ---------------- REMOVE N+1 ----------------
# leads = Lead.objects.filter(deleted_at__isnull=True).prefetch_related(
# Prefetch(
# 'productspecificationpdfsent_set',
# queryset=ProductSpecificationPDFSent.objects.only('lead_id', 'product_id'),
# to_attr='spec_sent'
# ),
# Prefetch(
# 'productusermanualpdfsent_set',
# queryset=ProductUserManualPDFSent.objects.only('lead_id', 'product_id'),
# to_attr='manual_sent'
# )
# )
# # ---------------- FINAL ----------------
# return render(request, 'pages/leads/list.html', {
# 'users': users,
# 'customers': customer_page,
# 'cust': leads,
# 'allproducts': allproducts
# })
@login_required
def create_customer(request):
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
# excluded_role_ids = [1,4,5] #
# users = User.objects.filter(deleted_at__isnull=True,is_superuser=0).exclude(role__id__in=excluded_role_ids)
users = User.objects.filter( deleted_at__isnull=True, is_superuser=0, role__id=2 ).distinct()
return render(request,'pages/leads/create.html', {'allproducts': allproducts,'users':users})
def convert_to_customer(request,id):
lead = Lead.objects.get(id=id)
return render(request,'pages/customer/leadConvertToCustomer.html', {'lead': lead})
@login_required
def post_lead(request):
# dd(request.POST)
context={}
if request.method == 'POST':
# dd(request.POST)
form = request.POST
company_name = request.POST.get('company_name', '').strip()
first_name = request.POST.get('first_name', '').strip()
status = request.POST.get("status")
if status:
status=status
else:
status=1
if not company_name and not first_name:
messages.error(request, "Either Company Name or First Name is required.")
context['form'] = request.POST
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request, 'pages/leads/create.html', {'context':context,'allproducts': allproducts})
# return JsonResponse(context, status=400)
# Continue processing the valid input...
# e.g., save to DB or perform further checks
# is_active= request.POST.get('is_active')
# if is_active is None:
# is_active = False
# else:
email = request.POST.get("email")
if email: # only check if email is provided
if Lead.objects.filter(email=email, deleted_at__isnull=True).exists():
messages.error(request, "A lead with this email already exists.")
context['form'] = request.POST
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request, 'pages/leads/create.html', {'context':context,'allproducts': allproducts})
if User.objects.filter(email=email, deleted_at__isnull=True).exists():
messages.error(request, "A Customer with this email already exists.")
context['form'] = request.POST
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request, 'pages/leads/create.html', {'context':context,'allproducts': allproducts})
is_active = True
# abn=request.POST.get('abn'),
# if abn and len(abn ) == 11:
# abnres = f"{abn[:2]} {abn[2:5]} {abn[5:8]} {abn[8:]}"
# else:
# abnres=abn
userid = request.POST.get("userid") or None
if not userid == None:
assigned_user = get_object_or_404(User, id=userid)
else:
assigned_user=request.user
if request.POST.get('business_type') == '':
business_type = None
else:
business_type=request.POST.get('business_type')
if request.POST.get('lead_source') == '':
lead_source = None
else:
lead_source=request.POST.get('lead_source')
demo_date=None
demo_time=None
if status==5 or status=='5':
demo_date=request.POST.get("reminder_date") or None
demo_time=request.POST.get("demo_time") or None
lead = Lead.objects.create(
is_individual= 1,
company_name= request.POST.get('company_name'),
first_name = request.POST.get('first_name'),
last_name = request.POST.get('last_name'),
email = request.POST.get('email'),
work_phone = request.POST.get('phone1'),
mobile = request.POST.get('mobile'),
is_active=is_active,
abn=request.POST.get('abn'),
lead_source=lead_source,
business_type=business_type,
products= request.POST.getlist('products[]'),
street=request.POST.get('street'),
city=request.POST.get('city'),
state=request.POST.get('state'),
post_code=request.POST.get('post_code'),
country=request.POST.get('country'),
# assigned_to=request.user,
assigned_to=assigned_user,
status=status,
demo_date = demo_date,
demo_time = demo_time,
geolocation='', #request.POST.get('geolocation'),
linkedin = normalize_url(request.POST.get('linkedin')),
instagram = normalize_url(request.POST.get('instagram')),
facebook = normalize_url(request.POST.get('facebook')),
)
# addressurl=generate_map_url(lead)
# lead.geolocation=addressurl
lead.save()
messages.success(request, "Lead Added successfully!")
return redirect('leads:list')
else:
context['form'] = request.POST
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request, 'pages/leads/create.html', {'context':context,'allproducts': allproducts})
@login_required
def edit_customer(request,id):
lead = Lead.objects.get(id=id)
users = User.objects.filter( deleted_at__isnull=True, is_superuser=0, role__id=2 ).distinct()
selected_product_ids = []
if lead.products:
selected_product_ids = [int(pid) for pid in lead.products]
if request.method == 'POST':
# dd(request.POST)
form = request.POST
company_name = request.POST.get('company_name', '').strip()
first_name = request.POST.get('first_name', '').strip()
if not company_name and not first_name:
messages.error(request, "Either Company Name or First Name is required.")
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request,'pages/leads/edit.html',{'lead': lead,'allproducts':allproducts,'selected_product_ids':selected_product_ids})
email = request.POST.get("email")
if email: # only check if email is provided
if Lead.objects.filter(email=email, deleted_at__isnull=True).exclude(id=id).exists():
messages.error(request, "A lead with this email already exists.")
# context['form'] = request.POST
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request,'pages/leads/edit.html',{'lead': lead,'allproducts':allproducts,'selected_product_ids':selected_product_ids})
if User.objects.filter(email=email, deleted_at__isnull=True).exists():
messages.error(request, "A Customer with this email already exists.")
context['form'] = request.POST
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request,'pages/leads/edit.html',{'lead': lead,'allproducts':allproducts,'selected_product_ids':selected_product_ids})
if request.POST.get('business_type') == '':
business_type = None
else:
business_type=request.POST.get('business_type')
if request.POST.get('lead_source') == '':
lead_source = None
else:
lead_source=request.POST.get('lead_source')
userid = request.POST.get("userid")
status = request.POST.get("status")
if userid:
try:
# Strip any stray commas or periods, then convert to int
user_id_clean = int(str(userid).strip().replace(',', '').replace('.', ''))
assigned_user = get_object_or_404(User, id=user_id_clean)
except (ValueError, TypeError):
assigned_user = None # or handle invalid input
else:
assigned_user = request.user
# dd(user_id_clean)
demo_date=None
demo_time=None
if status==5 or status=='5':
demo_date=request.POST.get("reminder_date") or None
demo_time=request.POST.get("demo_time") or None
lead.demo_date = demo_date
lead.demo_time = demo_time
is_active = True
lead.is_individual= 1
lead.company_name= request.POST.get('company_name')
lead.first_name = request.POST.get('first_name')
lead.last_name = request.POST.get('last_name')
lead.email = request.POST.get('email')
lead.work_phone = request.POST.get('phone1')
lead.mobile = request.POST.get('mobile')
lead.is_active=is_active
lead.abn=request.POST.get('abn')
lead.lead_source=lead_source
lead.business_type=business_type
lead.assigned_to_id=assigned_user
lead.products= request.POST.getlist('products[]')
lead.street=request.POST.get('street')
lead.city=request.POST.get('city')
lead.state=request.POST.get('state')
lead.post_code=request.POST.get('post_code')
lead.country=request.POST.get('country')
lead.geolocation='' #request.POST.get('geolocation'),
lead.status=status if status is not None else 1
lead.linkedin = normalize_url(request.POST.get('linkedin'))
lead.instagram = normalize_url(request.POST.get('instagram'))
lead.facebook = normalize_url(request.POST.get('facebook'))
lead.updated_by = request.user
lead.save()
messages.success(request, 'Lead Updated Successfully.')
return redirect('leads:list')
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request,'pages/leads/edit.html',{'lead': lead,'allproducts':allproducts,'selected_product_ids':selected_product_ids,'users':users})
def show_customer(request,id):
lead = Lead.objects.get(id=id)
users = User.objects.filter( deleted_at__isnull=True, is_superuser=0, role__id=2 ).distinct()
selected_product_ids = []
if lead.products:
selected_product_ids = [int(pid) for pid in lead.products]
allproducts = Product.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request,'pages/leads/show.html',{'lead': lead,'allproducts':allproducts,'selected_product_ids':selected_product_ids,'users':users})
def add_quote(request, id):
leadexist = Lead.objects.get(id=id)
leads=Lead.objects.filter(deleted_at__isnull=True ).order_by('category__category_name')
return render(request,'pages/leads/add_quote.html',{'leadexist': leadexist,'leads':leads})
def add_lead_quote(request):
if is_admin(request.user):
leads = Lead.objects.filter(deleted_at__isnull=True)
elif '2' in request.user.get_role :
assigned_to = User.objects.get(id=request.user.id)
leads = Lead.objects.filter(deleted_at__isnull=True,assigned_to=assigned_to)
return render(request,'pages/leads/add_quote.html',{'leads':leads})
def create_Lead_Quotation(request):
id=request.POST.get('lead')
lead= Lead.objects.get(id=id)
attachment = request.FILES.get('attachment')
existing_quotes_count = Lead_Quote.objects.filter(lead=lead).count()
version_number = existing_quotes_count + 1
leadquote = Lead_Quote.objects.create(
lead=lead,
mailstatus=0,
version=version_number,
created_by=request.user
)
if attachment:
filename = f'Excitech-Australia-Quotation-{leadquote.id}-{leadquote.version}.pdf'
leadquote.attachment.save(filename, attachment)
# leadquote.attachment.save(f'{leadquote.id}-attachment.pdf', attachment)
messages.success(request, 'Lead Quote Added Successfully.')
return redirect('leads:Lead_Quotation_list')
# def Lead_Quotation_list(request):
# leads=Lead.objects.filter(deleted_at__isnull=True )
# lead_id = request.GET.get('lead_id')
# lead_quotes=Lead_Quote.objects.filter(deleted_at__isnull=True )
# if lead_id:
# lead_quotes = lead_quotes.objects.filter(Q(lead__id=lead_id) )
# # dd(lead_quotes);
# return render(request,'pages/leads/quote_list.html', {'leads':leads,'lead_quotes': lead_quotes})
@login_required
def Lead_Quotation_list(request):
lead_id = request.GET.get('lead_id')
if is_admin(request.user):
leads = Lead.objects.filter(deleted_at__isnull=True)
elif '2' in request.user.get_role :
assigned_to = User.objects.get(id=request.user.id)
leads = Lead.objects.filter(deleted_at__isnull=True,assigned_to=assigned_to)
if is_admin(request.user):
lead_quotes = Lead_Quote.objects.filter(deleted_at__isnull=True)
elif '2' in request.user.get_role :
assigned_to = User.objects.get(id=request.user.id)
lead_quotes = Lead_Quote.objects.filter(deleted_at__isnull=True,lead__assigned_to=assigned_to)
# customer = Lead.objects.filter(assigned_to=assigned_to, deleted_by__isnull=True)
if lead_id:
lead_quotes = lead_quotes.filter(Q(lead__id=lead_id))
return render(request, 'pages/leads/quote_list.html', {
'leads': leads,
'lead_quotes': lead_quotes
})
@login_required
def Lead_Quotation_list_by_lead(request,lead_id):
if is_admin(request.user):
leads = Lead.objects.filter(deleted_at__isnull=True,id=lead_id)
elif '2' in request.user.get_role :
assigned_to = User.objects.get(id=request.user.id)
leads = Lead.objects.filter(deleted_at__isnull=True,assigned_to=assigned_to,id=lead_id)
if is_admin(request.user):
lead_quotes = Lead_Quote.objects.filter(deleted_at__isnull=True,lead_id=lead_id)
elif '2' in request.user.get_role :
assigned_to = User.objects.get(id=request.user.id)
lead_quotes = Lead_Quote.objects.filter(deleted_at__isnull=True,lead__assigned_to=assigned_to,lead_id=lead_id)
# customer = Lead.objects.filter(assigned_to=assigned_to, deleted_by__isnull=True)
# if lead_id:
# lead_quotes = lead_quotes.filter(Q(lead__id=lead_id))
return render(request, 'pages/leads/quote_list.html', {
'leads': leads,
'lead_quotes': lead_quotes
})
def edit_quote(request):
dd('edit_quote')
@login_required
def delete_customer(request, id):
customer = Lead.objects.get(id=id)
customer.deleted_by = request.user
customer.delete()
messages.success(request, 'Lead Deleted Successfully.')
return redirect('leads:list')
def send_lead_note_email(request, lead_id, note_id):
lead = get_object_or_404(Lead, id=lead_id)
note = get_object_or_404(Leadnote, id=note_id, lead=lead)
if not lead.email:
messages.error(request, 'Lead has no email address.')
return redirect(request.META.get('HTTP_REFERER', '/'))
subject = f'EXCITECH Australia - Meeting Scheduled for {lead.first_name } {lead.last_name}'
context = {
'lead': lead,
'note': note,
}
message = render_to_string('pages/leads/lead_note_email.html', context)
from_email = settings.FROM_EMAIL
try:
email = EmailMessage(subject, message, from_email, [lead.email])
email.content_subtype = 'html' # To send HTML content
email.send()
note.mail_status=1
note.save()
messages.success(request, 'Note email sent successfully.')
except Exception as e:
messages.error(request, f'Failed to send email: {e}')
return redirect(request.META.get('HTTP_REFERER', '/'))
def send_quotation_mail_lead(request,id,):
leadquote = get_object_or_404(Lead_Quote, id=id)
# quotationitem = QuotationItem.objects.filter(quotation=quotation)
lead = Lead.objects.get(id=leadquote.lead.id)
# quotation_detail_url = request.build_absolute_uri(reverse('quotation:view_quotation_detail', args=[quotation.id]))
if lead.company_name:
name_part = lead.company_name
else:
name_part = f"{lead.first_name} {lead.last_name}"
subject = f"EXCITECH Australia - Quotation for {name_part}"
confirm=True
template_data = {'quotation': leadquote}
message = render_to_string('pages/leads/quote_email_temp.html', template_data)
# message += "Please find attached Quote."
from_email = settings.FROM_EMAIL
recipient_email = lead.email
cc_email=settings.ADMIN_EMAIL_CC_PO # settings.ADMIN_EMAIL
email = EmailMessage(subject, message, from_email, [recipient_email],cc_email)
if email:
pdf_file_path = leadquote.attachment.path
email.attach_file(pdf_file_path, 'application/pdf')
email.content_subtype = 'html'
email.send()
# get_registration_token = get_object_or_404(FCMDevice,user_id=customer.user.id)
# sendPush('Quote Confirmation Notification',f'EXCITECH Australia - Quote Confirmation Required for Quote ID {quotation.id}',[get_registration_token.registration_id])
leadquote.mailstatus=1
leadquote.save()
print("------------------")
print("send mail",email)
messages.success(request, 'Mail Sent Successfully.')
return redirect(request.META.get('HTTP_REFERER', '/'))
else:
messages.error(request, 'Failed To Send Mail.')
return redirect('leads:Lead_Quotation_list')
def CustToLeadInsert(request):
customers = Customer.objects.all()
existing_emails = set(Lead.objects.values_list('email', flat=True))
for customer in customers:
if customer.email and customer.email not in existing_emails:
Lead.objects.create(
company_name=customer.company_name,
first_name=customer.first_name,
last_name=customer.last_name,
email=customer.email,
mobile=customer.phone1,
work_phone=customer.phone2,
city=customer.city,
state=customer.state,
post_code=customer.post_code,
country=customer.country,
website=customer.website,
contact_name=customer.contact_name,
salutation=customer.salutation,
abn=customer.abn,
is_active=customer.is_active,
is_individual=customer.is_individual,
created_at=customer.created_at or timezone.now(),
updated_at=customer.updated_at or timezone.now(),
created_by_id=customer.created_by_id,
updated_by_id=customer.updated_by_id,
# lead_source=customer.business_type, # if this maps logically
# Add other fields if required
)