Adds prospects dashboard

biz/admin.py

@@ -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()

biz/templates/admin/biz/dashboard.html

@@ -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 %}

biz/templates/admin/biz/prospect/change_list.html

@@ -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>-->