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padelclub_backend
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Adds prospects dashboard

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Laurent 1 month ago
parent 6a8b5c4d97
commit 76b0b02933
3 changed files with 354 additions and 0 deletions
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  1. 51
      biz/admin.py
  2. 302
      biz/templates/admin/biz/dashboard.html
  3. 1
      biz/templates/admin/biz/prospect/change_list.html

51
biz/admin.py
Unescape View File

@ -6,6 +6,7 @@ from django.shortcuts import render, redirect
from django.contrib.auth import get_user_model
from django.utils.html import format_html
from django.core.mail import send_mail
from django.db.models import Q, Max, Subquery, OuterRef
import csv
import io
@ -151,12 +152,62 @@ class ProspectAdmin(SyncedObjectAdmin):
def get_urls(self):
urls = super().get_urls()
custom_urls = [
path('dashboard/', self.admin_site.admin_view(self.dashboard), name='biz_dashboard'),
path('import_file/', self.admin_site.admin_view(self.import_file), name='import_file'),
path('import_app_users/', self.admin_site.admin_view(self.import_app_users), name='import_app_users'),
path('cleanup/', self.admin_site.admin_view(self.cleanup), name='cleanup'),
]
return custom_urls + urls
def dashboard(self, request):
"""
Dashboard view showing prospects organized by status columns
"""
# Get filter parameter - if 'my' is true, filter by current user
filter_my = request.GET.get('my', 'false') == 'true'
# Base queryset
base_queryset = Prospect.objects.select_related().prefetch_related('entities', 'activities')
# Apply user filter if requested
if filter_my:
base_queryset = base_queryset.filter(related_user=request.user)
# Helper function to get prospects by status
def get_prospects_by_status(statuses):
# Get the latest activity status for each prospect
latest_activity = Activity.objects.filter(
prospects=OuterRef('pk'),
status__isnull=False
).order_by('-creation_date')
prospects = base_queryset.annotate(
latest_status=Subquery(latest_activity.values('status')[:1])
).filter(
latest_status__in=statuses
).order_by('last_update')
return prospects
# Get prospects for each column
should_test_prospects = get_prospects_by_status([Status.SHOULD_TEST])
testing_prospects = get_prospects_by_status([Status.TESTING])
responded_prospects = get_prospects_by_status([Status.RESPONDED])
others_prospects = get_prospects_by_status([Status.INBOUND, Status.SHOULD_BUY])
context = {
'title': 'CRM Dashboard',
'should_test_prospects': should_test_prospects,
'testing_prospects': testing_prospects,
'responded_prospects': responded_prospects,
'others_prospects': others_prospects,
'filter_my': filter_my,
'opts': self.model._meta,
'has_view_permission': self.has_view_permission(request),
}
return render(request, 'admin/biz/dashboard.html', context)
def cleanup(self, request):
Entity.objects.all().delete()
Prospect.objects.all().delete()

302
biz/templates/admin/biz/dashboard.html
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@ -0,0 +1,302 @@
{% extends "admin/base_site.html" %}
{% load static %}
{% block extrahead %}
{{ block.super }}
<style>
.dashboard-container {
padding: 20px;
}
.filter-switch {
margin-bottom: 20px;
padding: 15px;
background: #f8f8f8;
border: 1px solid #ddd;
border-radius: 4px;
}
.filter-switch label {
font-weight: bold;
margin-right: 10px;
cursor: pointer;
}
.filter-switch input[type="checkbox"] {
cursor: pointer;
width: 18px;
height: 18px;
vertical-align: middle;
}
.status-section {
margin-bottom: 30px;
background: white;
border: 1px solid #ddd;
border-radius: 4px;
overflow: hidden;
}
.status-header {
background: #417690;
color: white;
padding: 12px 15px;
font-weight: bold;
font-size: 14px;
}
.status-header .status-name {
font-size: 16px;
margin-right: 10px;
}
.status-header .count {
font-size: 13px;
opacity: 0.9;
}
.prospect-table {
width: 100%;
border-collapse: collapse;
}
.prospect-table thead {
background: #f9f9f9;
border-bottom: 2px solid #ddd;
}
.prospect-table thead th {
padding: 10px 12px;
text-align: left;
font-weight: 600;
font-size: 13px;
color: #666;
border-bottom: 1px solid #ddd;
}
.prospect-table tbody tr {
border-bottom: 1px solid #eee;
transition: background-color 0.2s;
}
.prospect-table tbody tr:hover {
background: #f5f5f5;
}
.prospect-table tbody td {
padding: 10px 12px;
font-size: 13px;
}
.prospect-table tbody td a {
color: #417690;
text-decoration: none;
}
.prospect-table tbody td a:hover {
text-decoration: underline;
}
.prospect-name {
font-weight: 500;
}
.prospect-entity {
color: #666;
font-style: italic;
}
.prospect-date {
color: #666;
white-space: nowrap;
}
.prospect-status {
display: inline-block;
padding: 3px 8px;
background: #e8f4f8;
border-radius: 3px;
font-size: 11px;
color: #417690;
font-weight: 500;
}
.empty-state {
padding: 40px 15px;
text-align: center;
color: #999;
font-style: italic;
}
</style>
{% endblock %}
{% block content %}
<div class="dashboard-container">
<div class="filter-switch">
<label for="my-prospects-toggle">
<input type="checkbox" id="my-prospects-toggle" {% if filter_my %}checked{% endif %}>
Show only my prospects
</label>
</div>
<!-- SHOULD_TEST Section -->
<div class="status-section">
<div class="status-header">
<span class="status-name">SHOULD TEST</span>
<span class="count">({{ should_test_prospects.count }})</span>
</div>
{% if should_test_prospects %}
<table class="prospect-table">
<thead>
<tr>
<th>Name</th>
<th>Entity</th>
<th>Phone</th>
<th>Last Update</th>
</tr>
</thead>
<tbody>
{% for prospect in should_test_prospects %}
<tr>
<td>
<a href="{% url 'admin:biz_prospect_change' prospect.id %}" class="prospect-name">
{{ prospect.first_name|default:"" }} {{ prospect.last_name|default:"" }}
</a>
</td>
<td class="prospect-entity">{{ prospect.entity_names }}</td>
<td>{{ prospect.phone|default:"-" }}</td>
<td class="prospect-date">{{ prospect.last_update|date:"d/m/Y H:i" }}</td>
</tr>
{% endfor %}
</tbody>
</table>
{% else %}
<div class="empty-state">No prospects</div>
{% endif %}
</div>
<!-- TESTING Section -->
<div class="status-section">
<div class="status-header">
<span class="status-name">TESTING</span>
<span class="count">({{ testing_prospects.count }})</span>
</div>
{% if testing_prospects %}
<table class="prospect-table">
<thead>
<tr>
<th>Name</th>
<th>Entity</th>
<th>Phone</th>
<th>Last Update</th>
</tr>
</thead>
<tbody>
{% for prospect in testing_prospects %}
<tr>
<td>
<a href="{% url 'admin:biz_prospect_change' prospect.id %}" class="prospect-name">
{{ prospect.first_name|default:"" }} {{ prospect.last_name|default:"" }}
</a>
</td>
<td class="prospect-entity">{{ prospect.entity_names }}</td>
<td>{{ prospect.phone|default:"-" }}</td>
<td class="prospect-date">{{ prospect.last_update|date:"d/m/Y H:i" }}</td>
</tr>
{% endfor %}
</tbody>
</table>
{% else %}
<div class="empty-state">No prospects</div>
{% endif %}
</div>
<!-- OTHERS Section -->
<div class="status-section">
<div class="status-header">
<span class="status-name">OTHERS</span>
<span class="count">({{ others_prospects.count }})</span>
</div>
{% if others_prospects %}
<table class="prospect-table">
<thead>
<tr>
<th>Name</th>
<th>Entity</th>
<th>Phone</th>
<th>Last Update</th>
<th>Status</th>
</tr>
</thead>
<tbody>
{% for prospect in others_prospects %}
<tr>
<td>
<a href="{% url 'admin:biz_prospect_change' prospect.id %}" class="prospect-name">
{{ prospect.first_name|default:"" }} {{ prospect.last_name|default:"" }}
</a>
</td>
<td class="prospect-entity">{{ prospect.entity_names }}</td>
<td>{{ prospect.phone|default:"-" }}</td>
<td class="prospect-date">{{ prospect.last_update|date:"d/m/Y H:i" }}</td>
<td><span class="prospect-status">{{ prospect.current_status }}</span></td>
</tr>
{% endfor %}
</tbody>
</table>
{% else %}
<div class="empty-state">No prospects</div>
{% endif %}
</div>
<!-- RESPONDED Section -->
<div class="status-section">
<div class="status-header">
<span class="status-name">RESPONDED</span>
<span class="count">({{ responded_prospects.count }})</span>
</div>
{% if responded_prospects %}
<table class="prospect-table">
<thead>
<tr>
<th>Name</th>
<th>Entity</th>
<th>Phone</th>
<th>Last Update</th>
</tr>
</thead>
<tbody>
{% for prospect in responded_prospects %}
<tr>
<td>
<a href="{% url 'admin:biz_prospect_change' prospect.id %}" class="prospect-name">
{{ prospect.first_name|default:"" }} {{ prospect.last_name|default:"" }}
</a>
</td>
<td class="prospect-entity">{{ prospect.entity_names }}</td>
<td>{{ prospect.phone|default:"-" }}</td>
<td class="prospect-date">{{ prospect.last_update|date:"d/m/Y H:i" }}</td>
</tr>
{% endfor %}
</tbody>
</table>
{% else %}
<div class="empty-state">No prospects</div>
{% endif %}
</div>
</div>
<script>
document.getElementById('my-prospects-toggle').addEventListener('change', function(e) {
const url = new URL(window.location);
if (e.target.checked) {
url.searchParams.set('my', 'true');
} else {
url.searchParams.delete('my');
}
window.location.href = url.toString();
});
</script>
{% endblock %}

1
biz/templates/admin/biz/prospect/change_list.html
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@ -3,6 +3,7 @@
{% block object-tools-items %}
{{ block.super }}
<li>
<a href="{% url 'admin:biz_dashboard' %}" class="viewlink" style="margin-right: 5px;">Dashboard</a>
<a href="{% url 'admin:import_file' %}" class="addlink" style="margin-right: 5px;">Import</a>
<a href="{% url 'admin:import_app_users' %}" class="addlink" style="margin-right: 5px;">Import App Users</a>
<!--<a href="{% url 'admin:cleanup' %}" class="deletelink" style="margin-right: 5px;">Reset</a>-->

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