fixes and improvements

bizdev/admin.py

@@ -12,9 +12,9 @@ import io
 import time
 import logging
 
-from .models import Entity, Prospect, Activity, Status, ActivityType, EmailTemplate
+from .models import Entity, Prospect, Activity, Status, ActivityType, EmailTemplate, DeclinationReason
 from .forms import FileImportForm, EmailTemplateSelectionForm
-from .filters import StaffUserFilter, ProspectProfileFilter
+from .filters import ProspectStatusFilter, StaffUserFilter, ProspectProfileFilter, ProspectDeclineReasonFilter
 
 from tournaments.models import CustomUser
 from tournaments.models.enums import UserOrigin
@@ -92,14 +92,14 @@ create_activity_for_prospect.short_description = "Create event"
 
 @admin.register(Prospect)
 class ProspectAdmin(SyncedObjectAdmin):
-    readonly_fields = ['related_events', 'entity_names', 'current_status']
+    readonly_fields = ['related_activities', 'entity_names', 'current_status', 'id']
     fieldsets = [
             (None, {
-                'fields': ['related_events', 'entity_names', 'first_name', 'last_name', 'email', 'phone', 'name_unsure', 'official_user', 'entities']
+                'fields': ['related_activities', 'id', 'entity_names', 'related_user', 'first_name', 'last_name', 'email', 'phone', 'official_user', 'name_unsure', 'entities']
             }),
         ]
     list_display = ('entity_names', 'first_name', 'last_name', 'email', 'last_update', 'current_status')
-    list_filter = ('creation_date', StaffUserFilter, 'source', ProspectProfileFilter)
+    list_filter = (ProspectStatusFilter, ProspectDeclineReasonFilter, 'creation_date', StaffUserFilter, 'source', ProspectProfileFilter)
     search_fields = ('first_name', 'last_name', 'email')
     date_hierarchy = 'creation_date'
     change_list_template = "admin/bizdev/prospect/change_list.html"
@@ -107,27 +107,16 @@ class ProspectAdmin(SyncedObjectAdmin):
     filter_horizontal = ['entities']
     actions = ['send_email', create_activity_for_prospect, contacted_by_sms, mark_as_should_test, mark_as_testing, mark_as_customer, declined_too_expensive, declined_use_something_else]
 
-    def related_events(self, obj):
-        events = obj.events.all()
-        if events:
-            event_links = []
-            for event in events:
-                url = f"/kingdom/bizdev/event/{event.id}/change/"
-                event_links.append(f'<a href="{url}">{event.html_desc()}</a>')
-            return format_html('<br>'.join(event_links))
+    def related_activities(self, obj):
+        activities = obj.activities.all()
+        if activities:
+            activity_links = []
+            for activity in activities:
+                url = f"/kingdom/bizdev/activity/{activity.id}/change/"
+                activity_links.append(f'<a href="{url}">{activity.html_desc()}</a>')
+            return format_html('<br>'.join(activity_links))
         return "No events"
-
-    related_events.short_description = "Related Events"
-
-    def changelist_view(self, request, extra_context=None):
-        # Add the URL with a filter for the current user
-        user_filter_url = "{}?related_user__id__exact={}".format(
-            reverse('admin:bizdev_prospect_changelist'),
-            request.user.id
-        )
-        extra_context = extra_context or {}
-        extra_context['user_filter_url'] = user_filter_url
-        return super().changelist_view(request, extra_context=extra_context)
+    related_activities.short_description = "Related Activities"
 
     def get_urls(self):
         urls = super().get_urls()
@@ -292,7 +281,8 @@ class ProspectAdmin(SyncedObjectAdmin):
                 # Create Event if attachment_text or status is provided
                 if attachment_text or status_text:
                     # Map status text to Status enum
-                    status_value = Status.NONE
+                    status_value = None
+                    declination_reason = None
                     if status_text:
                         if 'CONTACTED' in status_text:
                             status_value = Status.CONTACTED
@@ -302,19 +292,30 @@ class ProspectAdmin(SyncedObjectAdmin):
                             status_value = Status.SHOULD_TEST
                         elif 'CUSTOMER' in status_text:
                             status_value = Status.CUSTOMER
+                        elif 'TESTING' in status_text:
+                            status_value = Status.TESTING
                         elif 'LOST' in status_text:
                             status_value = Status.LOST
                         elif 'DECLINED_TOO_EXPENSIVE' in status_text:
-                            status_value = Status.DECLINED_TOO_EXPENSIVE
-                        elif 'DECLINED_USE_SOMETHING_ELSE' in status_text:
-                            status_value = Status.DECLINED_USE_SOMETHING_ELSE
-                        elif 'DECLINED_UNRELATED' in status_text or 'NOK' in status_text:
+                            status_value = Status.DECLINED
+                            declination_reason = DeclinationReason.TOO_EXPENSIVE
+                        elif 'USE_OTHER_PRODUCT' in status_text:
+                            status_value = Status.DECLINED
+                            declination_reason = DeclinationReason.USE_OTHER_PRODUCT
+                        elif 'USE_ANDROID' in status_text:
+                            status_value = Status.DECLINED
+                            declination_reason = DeclinationReason.USE_ANDROID
+                        elif 'NOK' in status_text:
+                            status_value = Status.DECLINED
+                            declination_reason = DeclinationReason.UNKNOWN
+                        elif 'DECLINED_UNRELATED' in status_text:
                             status_value = Status.DECLINED_UNRELATED
 
                     activity = Activity.objects.create(
                         type=ActivityType.SMS,
                         attachment_text=attachment_text,
                         status=status_value,
+                        declination_reason=declination_reason,
                         description=f"Imported from CSV - Status: {status_text}" if status_text else "Imported from CSV"
                     )
                     activity.prospects.add(prospect)
@@ -378,7 +379,7 @@ class ProspectAdmin(SyncedObjectAdmin):
 
 @admin.register(Activity)
 class ActivityAdmin(SyncedObjectAdmin):
-    list_display = ('creation_date', 'type', 'description', 'attachment_text')
+    list_display = ('creation_date', 'status', 'type', 'description', 'attachment_text')
     list_filter = ('status', 'type')
     search_fields = ('description',)
     filter_horizontal = ('prospects',)

bizdev/filters.py

@@ -1,12 +1,12 @@
 import django_filters
-from django.db.models import Q
+from django.db.models import Max, F, Q
 from django.contrib.auth import get_user_model
 from django.contrib import admin
 from django.utils import timezone
 
 from dateutil.relativedelta import relativedelta
 
-from .models import Activity, Prospect
+from .models import Activity, Prospect, Status, DeclinationReason
 
 User = get_user_model()
 
@@ -68,3 +68,46 @@ class ProspectProfileFilter(admin.SimpleListFilter):
                 official_user__isnull=False,
                 official_user__events__isnull=True
             )
+
+class ProspectStatusFilter(admin.SimpleListFilter):
+    title = 'Status'
+    parameter_name = 'status'
+
+    def lookups(self, request, model_admin):
+        return [(tag.name, tag.value) for tag in Status]
+
+    def queryset(self, request, queryset):
+        if self.value():
+            # Get prospects whose most recent activity has the selected status
+            return queryset.filter(
+                activities__status=self.value()
+            ).annotate(
+                latest_activity_date=Max('activities__creation_date')
+            ).filter(
+                activities__creation_date=F('latest_activity_date'),
+                activities__status=self.value()
+            ).distinct()
+        else:
+            return queryset
+
+class ProspectDeclineReasonFilter(admin.SimpleListFilter):
+    title = 'Decline reason'
+    parameter_name = 'reason'
+
+    def lookups(self, request, model_admin):
+        return [(tag.name, tag.value) for tag in DeclinationReason]
+
+
+    def queryset(self, request, queryset):
+        if self.value():
+            # Get prospects whose most recent activity has the selected status
+            return queryset.filter(
+                activities__declination_reason=self.value()
+            ).annotate(
+                latest_activity_date=Max('activities__creation_date')
+            ).filter(
+                activities__creation_date=F('latest_activity_date'),
+                activities__declination_reason=self.value()
+            ).distinct()
+        else:
+            return queryset

bizdev/migrations/0002_activity_declination_reason_alter_activity_status.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.1 on 2025-07-10 13:20
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('bizdev', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='activity',
+            name='declination_reason',
+            field=models.CharField(blank=True, choices=[('TOO_EXPENSIVE', 'Too expensive'), ('USE_OTHER_PRODUCT', 'Use other product'), ('USE_ANDROID', 'Use Android'), ('UNKNOWN', 'Unknown')], max_length=50, null=True),
+        ),
+        migrations.AlterField(
+            model_name='activity',
+            name='status',
+            field=models.CharField(blank=True, choices=[('CONTACTED', 'Contacted'), ('RESPONDED', 'Responded'), ('SHOULD_TEST', 'Should test'), ('TESTING', 'Testing'), ('CUSTOMER', 'Customer'), ('LOST', 'Lost customer'), ('DECLINED', 'Declined'), ('DECLINED_UNRELATED', 'Declined without significance')], max_length=50, null=True),
+        ),
+    ]

bizdev/models.py

@@ -11,18 +11,21 @@ from sync.models import BaseModel
 User = get_user_model()
 
 class Status(models.TextChoices):
-    NONE = 'NONE', 'None'
     CONTACTED = 'CONTACTED', 'Contacted'
     RESPONDED = 'RESPONDED', 'Responded'
     SHOULD_TEST = 'SHOULD_TEST', 'Should test'
     TESTING = 'TESTING', 'Testing'
     CUSTOMER = 'CUSTOMER', 'Customer'
     LOST = 'LOST', 'Lost customer'
-    DECLINED_TOO_EXPENSIVE = 'DECLINED_TOO_EXPENSIVE', 'Too expensive'
-    DECLINED_USE_SOMETHING_ELSE = 'DECLINED_USE_SOMETHING_ELSE', 'Use something else'
-    DECLINED_OTHER = 'DECLINED_OTHER', 'Declined other reason'
+    DECLINED = 'DECLINED', 'Declined'
     DECLINED_UNRELATED = 'DECLINED_UNRELATED', 'Declined without significance'
 
+class DeclinationReason(models.TextChoices):
+    TOO_EXPENSIVE = 'TOO_EXPENSIVE', 'Too expensive'
+    USE_OTHER_PRODUCT = 'USE_OTHER_PRODUCT', 'Use other product'
+    USE_ANDROID = 'USE_ANDROID', 'Use Android'
+    UNKNOWN = 'UNKNOWN', 'Unknown'
+
 class ActivityType(models.TextChoices):
     MAIL = 'MAIL', 'Mailing List'
     SMS = 'SMS', 'SMS Campaign'
@@ -60,11 +63,11 @@ class Prospect(BaseModel):
     def delete_dependencies(self):
         pass
 
-    class Meta:
-        permissions = [
-            ("manage_prospects", "Can manage prospects"),
-            ("view_prospects", "Can view prospects"),
-        ]
+    # class Meta:
+    #     permissions = [
+    #         ("manage_prospects", "Can manage prospects"),
+    #         ("view_prospects", "Can view prospects"),
+    #     ]
 
     def current_status(self):
         last_activity = self.activities.exclude(status=None).order_by('-creation_date').first()
@@ -72,6 +75,12 @@ class Prospect(BaseModel):
             return last_activity.status
         return None
 
+    def current_declination_reason(self):
+        last_activity = self.activities.exclude(status=None).order_by('-creation_date').first()
+        if last_activity:
+            return last_activity.declination_reason
+        return None
+
     def entity_names(self):
         entity_names = [entity.name for entity in self.entities.all()]
         return " - ".join(entity_names)
@@ -83,7 +92,8 @@ class Prospect(BaseModel):
         return self.full_name()
 
 class Activity(BaseModel):
-    status = models.CharField(max_length=50, default=Status.NONE, choices=Status.choices, null=True, blank=True)
+    status = models.CharField(max_length=50, choices=Status.choices, null=True, blank=True)
+    declination_reason = models.CharField(max_length=50, choices=DeclinationReason.choices, null=True, blank=True)
     type = models.CharField(max_length=20, choices=ActivityType.choices, null=True, blank=True)
     description = models.TextField(null=True, blank=True)
     attachment_text = models.TextField(null=True, blank=True)
@@ -103,16 +113,16 @@ class Activity(BaseModel):
     class Meta:
         verbose_name_plural = "Activities"
         ordering = ['-creation_date']
-        permissions = [
-            ("manage_events", "Can manage events"),
-            ("view_events", "Can view events"),
-        ]
+        # permissions = [
+        #     ("manage_events", "Can manage events"),
+        #     ("view_events", "Can view events"),
+        # ]
 
-    def __str__(self):
-        return f"{self.get_type_display()} - {self.creation_date.date()}"
+    # def __str__(self):
+    #     return f"{self.get_type_display()} - {self.creation_date.date()}"
 
     def html_desc(self):
-        fields = [field for field in [self.creation_date.strftime("%d/%m/%Y %H:%M"), self.type, self.status, self.attachment_text, self.description] if field is not None]
+        fields = [field for field in [self.creation_date.strftime("%d/%m/%Y %H:%M"), self.status, self.attachment_text, self.description, self.type] if field is not None]
         html = '<table><tr>'
         for field in fields:
             html += f'<td style="padding:0px 5px;">{field}</td>'

bizdev/templates/admin/bizdev/app_index.html

@@ -1,25 +0,0 @@
-<!-- templates/admin/bizdev/app_index.html -->
-{% extends "admin/app_index.html" %}
-{% load i18n %}
-
-{% block content %}
-<div class="module" style="margin-bottom: 20px;">
-    <!-- <h2>{% trans "Actions" %}</h2> -->
-    <div class="form-row">
-        <a href="{% url 'bizdev_email_count' %}" class="button default" style="margin-right: 5px;">
-            {% trans "Count Users no event" %}
-        </a>
-        <a href="{% url 'bizdev_email_users' %}" class="button default" style="margin-right: 5px;">
-            {% trans "Insta send email no event" %}
-        </a>
-        <a href="{% url 'bizdev_email_with_tournaments_count' %}" class="button default" style="margin-right: 5px;">
-            {% trans "Count Users" %}
-        </a>
-        <a href="{% url 'email_users_with_tournaments' %}" class="button default" style="margin-right: 5px;">
-            {% trans "Insta send email" %}
-        </a>
-    </div>
-</div>
-
-{{ block.super }}
-{% endblock %}

bizdev/templates/admin/bizdev/prospect/change_list.html

@@ -5,18 +5,6 @@
     <li>
         <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="addlink" style="margin-right: 5px;">Reset</a>
+        <!-- <a href="{% url 'admin:cleanup' %}" class="deletelink" style="margin-right: 5px;">Reset</a> -->
     </li>
 {% endblock %}
-
-{% block search %}
-
-    {{ block.super }}
-
-    <div style="margin-top: 10px; margin-bottom: 10px;">
-        <a href="{{ user_filter_url }}" class="button">
-            My Prospects
-        </a>
-    </div>
-
-{% endblock %}

padelclub_backend/urls.py

@@ -34,7 +34,7 @@ urlpatterns = [
     path('kingdom/debug/player-license-lookup/', get_player_license_info, name='player_license_lookup'),
     path('kingdom/debug/bulk-license-lookup/', bulk_license_lookup, name='bulk_license_lookup'),
     path('kingdom/debug/explore-api-endpoints/', explore_fft_api_endpoints, name='explore_api_endpoints'),
-    path('kingdom/bizdev/', include('bizdev.admin_urls')),
+    # path('kingdom/bizdev/', include('bizdev.admin_urls')),
     path('kingdom/', admin.site.urls),
     path('api-auth/', include('rest_framework.urls')),
     path('dj-auth/', include('django.contrib.auth.urls')),