Adds CRM project, first push

crm/_instructions/base.md

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+This is a django customer relationship managemement (CRM) app.

crm/admin.py

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+from django.contrib import admin
+from django.utils.html import format_html
+from .models import (
+    Prospect,
+    Status,
+    ProspectStatus,
+    Event,
+    EmailCampaign,
+    EmailTracker
+)
+
+@admin.register(Prospect)
+class ProspectAdmin(admin.ModelAdmin):
+    list_display = ('name', 'email', 'region', 'created_at')
+    list_filter = ('region', 'created_at')
+    search_fields = ('name', 'email', 'region')
+    filter_horizontal = ('users',)
+    date_hierarchy = 'created_at'
+
+@admin.register(Status)
+class StatusAdmin(admin.ModelAdmin):
+    list_display = ('name', 'created_at')
+    search_fields = ('name',)
+
+@admin.register(ProspectStatus)
+class ProspectStatusAdmin(admin.ModelAdmin):
+    list_display = ('prospect', 'status', 'created_at')
+    list_filter = ('status', 'created_at')
+    search_fields = ('prospect__name', 'prospect__email')
+    date_hierarchy = 'created_at'
+
+@admin.register(Event)
+class EventAdmin(admin.ModelAdmin):
+    list_display = ('get_event_display', 'type', 'date', 'status', 'created_at')
+    list_filter = ('type', 'status', 'date')
+    search_fields = ('description',)
+    filter_horizontal = ('prospects',)
+    date_hierarchy = 'date'
+
+    def get_event_display(self, obj):
+        return str(obj)
+    get_event_display.short_description = 'Event'
+
+@admin.register(EmailCampaign)
+class EmailCampaignAdmin(admin.ModelAdmin):
+    list_display = ('subject', 'event', 'sent_at')
+    list_filter = ('sent_at',)
+    search_fields = ('subject', 'content')
+    date_hierarchy = 'sent_at'
+    readonly_fields = ('sent_at',)
+
+@admin.register(EmailTracker)
+class EmailTrackerAdmin(admin.ModelAdmin):
+    list_display = (
+        'campaign',
+        'prospect',
+        'tracking_id',
+        'sent_status',
+        'opened_status',
+        'clicked_status'
+    )
+    list_filter = ('sent', 'opened', 'clicked')
+    search_fields = (
+        'prospect__name',
+        'prospect__email',
+        'campaign__subject'
+    )
+    readonly_fields = (
+        'tracking_id', 'sent', 'sent_at',
+        'opened', 'opened_at',
+        'clicked', 'clicked_at'
+    )
+    date_hierarchy = 'sent_at'
+
+    def sent_status(self, obj):
+        return self._get_status_html(obj.sent, obj.sent_at)
+    sent_status.short_description = 'Sent'
+    sent_status.allow_tags = True
+
+    def opened_status(self, obj):
+        return self._get_status_html(obj.opened, obj.opened_at)
+    opened_status.short_description = 'Opened'
+    opened_status.allow_tags = True
+
+    def clicked_status(self, obj):
+        return self._get_status_html(obj.clicked, obj.clicked_at)
+    clicked_status.short_description = 'Clicked'
+    clicked_status.allow_tags = True
+
+    def _get_status_html(self, status, date):
+        if status:
+            return format_html(
+                '<span style="color: green;">✓</span> {}',
+                date.strftime('%Y-%m-%d %H:%M') if date else ''
+            )
+        return format_html('<span style="color: red;">✗</span>')

crm/apps.py

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+from django.apps import AppConfig
+
+class CrmConfig(AppConfig):
+    default_auto_field = 'django.db.models.BigAutoField'
+    name = 'crm'

crm/filters.py

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+import django_filters
+
+from .models import Event, Status, Prospect
+
+class ProspectFilter(django_filters.FilterSet):
+    region = django_filters.CharFilter(lookup_expr='icontains')
+    events = django_filters.ModelMultipleChoiceFilter(
+        queryset=Event.objects.all(),
+        field_name='events',
+    )
+    statuses = django_filters.ModelMultipleChoiceFilter(
+        queryset=Status.objects.all(),
+        field_name='prospectstatus__status',
+    )
+
+    class Meta:
+        model = Prospect
+        fields = ['region', 'events', 'statuses']

crm/forms.py

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+from django import forms
+from .models import Prospect, Event
+import datetime
+
+class SmallTextArea(forms.Textarea):
+    def __init__(self, *args, **kwargs):
+        kwargs.setdefault('attrs', {})
+        kwargs['attrs'].update({
+            'rows': 2,
+            'cols': 100,
+            'style': 'height: 80px; width: 800px;'
+        })
+        super().__init__(*args, **kwargs)
+
+class CSVImportForm(forms.Form):
+    csv_file = forms.FileField()
+
+class BulkEmailForm(forms.Form):
+    prospects = forms.ModelMultipleChoiceField(
+        queryset=Prospect.objects.all(),
+        widget=forms.CheckboxSelectMultiple
+    )
+    subject = forms.CharField(max_length=200)
+    content = forms.CharField(widget=forms.Textarea)
+
+class EventForm(forms.ModelForm):
+    prospects = forms.ModelMultipleChoiceField(
+        queryset=Prospect.objects.all(),
+        widget=forms.SelectMultiple(attrs={'class': 'select2'}),
+        required=False
+    )
+    description = forms.CharField(widget=SmallTextArea)
+    attachment_text = forms.CharField(widget=SmallTextArea)
+
+    class Meta:
+        model = Event
+        fields = ['date', 'type', 'description', 'attachment_text', 'prospects', 'status']
+        widgets = {
+            'date': forms.DateTimeInput(attrs={'type': 'datetime-local'}),
+        }

crm/migrations/0001_initial.py

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+# Generated by Django 4.2.11 on 2024-12-08 15:10
+
+from django.conf import settings
+from django.db import migrations, models
+import django.db.models.deletion
+import uuid
+
+
+class Migration(migrations.Migration):
+
+    initial = True
+
+    dependencies = [
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Prospect',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('email', models.EmailField(max_length=254, unique=True)),
+                ('name', models.CharField(max_length=200)),
+                ('region', models.CharField(max_length=100)),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('users', models.ManyToManyField(blank=True, to=settings.AUTH_USER_MODEL)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Status',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=100, unique=True)),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='ProspectStatus',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('prospect', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='crm.prospect')),
+                ('status', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, to='crm.status')),
+            ],
+            options={
+                'ordering': ['-created_at'],
+            },
+        ),
+        migrations.CreateModel(
+            name='Event',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('date', models.DateTimeField()),
+                ('type', models.CharField(choices=[('MAIL', 'Mailing List'), ('SMS', 'SMS Campaign'), ('PRESS', 'Press Release')], max_length=10)),
+                ('description', models.TextField()),
+                ('attachment_text', models.TextField(blank=True)),
+                ('status', models.CharField(choices=[('PLANNED', 'Planned'), ('ACTIVE', 'Active'), ('COMPLETED', 'Completed')], max_length=20)),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('prospects', models.ManyToManyField(related_name='events', to='crm.prospect')),
+            ],
+            options={
+                'ordering': ['-created_at'],
+            },
+        ),
+        migrations.CreateModel(
+            name='EmailCampaign',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('subject', models.CharField(max_length=200)),
+                ('content', models.TextField()),
+                ('sent_at', models.DateTimeField(blank=True, null=True)),
+                ('event', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, to='crm.event')),
+            ],
+        ),
+        migrations.CreateModel(
+            name='EmailTracker',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('tracking_id', models.UUIDField(default=uuid.uuid4, editable=False)),
+                ('sent', models.BooleanField(default=False)),
+                ('sent_at', models.DateTimeField(blank=True, null=True)),
+                ('opened', models.BooleanField(default=False)),
+                ('opened_at', models.DateTimeField(blank=True, null=True)),
+                ('clicked', models.BooleanField(default=False)),
+                ('clicked_at', models.DateTimeField(blank=True, null=True)),
+                ('error_message', models.TextField(blank=True)),
+                ('campaign', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='crm.emailcampaign')),
+                ('prospect', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='crm.prospect')),
+            ],
+            options={
+                'unique_together': {('campaign', 'prospect')},
+            },
+        ),
+    ]

crm/migrations/0002_alter_event_options_alter_prospect_options_and_more.py

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+# Generated by Django 4.2.11 on 2024-12-08 20:58
+
+from django.conf import settings
+from django.db import migrations, models
+import django.db.models.deletion
+import django.utils.timezone
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+        ('crm', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='event',
+            options={'ordering': ['-created_at'], 'permissions': [('manage_events', 'Can manage events'), ('view_events', 'Can view events')]},
+        ),
+        migrations.AlterModelOptions(
+            name='prospect',
+            options={'permissions': [('manage_prospects', 'Can manage prospects'), ('view_prospects', 'Can view prospects')]},
+        ),
+        migrations.AddField(
+            model_name='event',
+            name='created_by',
+            field=models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='created_events', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='event',
+            name='modified_at',
+            field=models.DateTimeField(auto_now=True),
+        ),
+        migrations.AddField(
+            model_name='event',
+            name='modified_by',
+            field=models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='modified_events', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='prospect',
+            name='created_by',
+            field=models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='created_prospects', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='prospect',
+            name='modified_at',
+            field=models.DateTimeField(auto_now=True),
+        ),
+        migrations.AddField(
+            model_name='prospect',
+            name='modified_by',
+            field=models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='modified_prospects', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AlterField(
+            model_name='event',
+            name='date',
+            field=models.DateTimeField(default=django.utils.timezone.now),
+        ),
+    ]

crm/mixins.py

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+from django.contrib.auth.mixins import UserPassesTestMixin, LoginRequiredMixin
+from django.core.exceptions import PermissionDenied
+
+class CRMAccessMixin(LoginRequiredMixin, UserPassesTestMixin):
+    def test_func(self):
+        return self.request.user.groups.filter(name='CRM Manager').exists()

crm/models.py

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+from django.db import models
+from django.contrib.auth import get_user_model
+from django.utils import timezone
+import uuid
+
+User = get_user_model()
+
+class EventType(models.TextChoices):
+    MAILING = 'MAIL', 'Mailing List'
+    SMS = 'SMS', 'SMS Campaign'
+    PRESS = 'PRESS', 'Press Release'
+
+class Prospect(models.Model):
+    email = models.EmailField(unique=True)
+    name = models.CharField(max_length=200)
+    region = models.CharField(max_length=100)
+    users = models.ManyToManyField(get_user_model(), blank=True)
+    created_at = models.DateTimeField(auto_now_add=True)
+    created_by = models.ForeignKey(
+        User,
+        on_delete=models.SET_NULL,
+        null=True,
+        related_name='created_prospects'
+    )
+    modified_by = models.ForeignKey(
+        User,
+        on_delete=models.SET_NULL,
+        null=True,
+        related_name='modified_prospects'
+    )
+    modified_at = models.DateTimeField(auto_now=True)
+
+    class Meta:
+        permissions = [
+            ("manage_prospects", "Can manage prospects"),
+            ("view_prospects", "Can view prospects"),
+        ]
+
+    def __str__(self):
+        return f"{self.name} ({self.email})"
+
+class Status(models.Model):
+    name = models.CharField(max_length=100, unique=True)
+    created_at = models.DateTimeField(auto_now_add=True)
+
+    def __str__(self):
+        return self.name
+
+class ProspectStatus(models.Model):
+    prospect = models.ForeignKey(Prospect, on_delete=models.CASCADE)
+    status = models.ForeignKey(Status, on_delete=models.PROTECT)
+    created_at = models.DateTimeField(auto_now_add=True)
+
+    class Meta:
+        ordering = ['-created_at']
+
+class Event(models.Model):
+    date = models.DateTimeField(default=timezone.now)
+    type = models.CharField(max_length=10, choices=EventType.choices)
+    description = models.TextField()
+    attachment_text = models.TextField(blank=True)
+    prospects = models.ManyToManyField(Prospect, related_name='events')
+    status = models.CharField(max_length=20, choices=[
+        ('PLANNED', 'Planned'),
+        ('ACTIVE', 'Active'),
+        ('COMPLETED', 'Completed'),
+    ])
+    created_at = models.DateTimeField(auto_now_add=True)
+    created_by = models.ForeignKey(
+        User,
+        on_delete=models.SET_NULL,
+        null=True,
+        related_name='created_events'
+    )
+    modified_by = models.ForeignKey(
+        User,
+        on_delete=models.SET_NULL,
+        null=True,
+        related_name='modified_events'
+    )
+    modified_at = models.DateTimeField(auto_now=True)
+
+    class Meta:
+        ordering = ['-created_at']
+        permissions = [
+            ("manage_events", "Can manage events"),
+            ("view_events", "Can view events"),
+        ]
+
+    def __str__(self):
+        return f"{self.get_type_display()} - {self.date.date()}"
+
+class EmailCampaign(models.Model):
+    event = models.OneToOneField(Event, on_delete=models.CASCADE)
+    subject = models.CharField(max_length=200)
+    content = models.TextField()
+    sent_at = models.DateTimeField(null=True, blank=True)
+
+class EmailTracker(models.Model):
+    campaign = models.ForeignKey(EmailCampaign, on_delete=models.CASCADE)
+    prospect = models.ForeignKey(Prospect, on_delete=models.CASCADE)
+    tracking_id = models.UUIDField(default=uuid.uuid4, editable=False)
+    sent = models.BooleanField(default=False)
+    sent_at = models.DateTimeField(null=True, blank=True)
+    opened = models.BooleanField(default=False)
+    opened_at = models.DateTimeField(null=True, blank=True)
+    clicked = models.BooleanField(default=False)
+    clicked_at = models.DateTimeField(null=True, blank=True)
+    error_message = models.TextField(blank=True)
+
+    class Meta:
+        unique_together = ['campaign', 'prospect']

crm/services.py

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+# services.py
+from django.core.mail import send_mail, get_connection
+from django.conf import settings
+from django.template.loader import render_to_string
+
+def send_bulk_email(subject, content, prospects):
+    """
+    Send bulk emails to prospects
+    Returns tuple of (success_count, error_count)
+    """
+    success_count = 0
+    error_count = 0
+
+    # Get email connection
+    connection = get_connection()
+
+    # You might want to wrap this in try/except if you want to handle connection errors
+    connection.open()
+
+    for prospect in prospects:
+        try:
+            # You could add basic personalization here
+            personalized_content = content.replace('{name}', prospect.name)
+
+            send_mail(
+                subject=subject,
+                message=personalized_content,  # Plain text version
+                html_message=personalized_content,  # HTML version
+                from_email=settings.DEFAULT_FROM_EMAIL,
+                recipient_list=[prospect.email],
+                connection=connection,
+                fail_silently=False,
+            )
+            success_count += 1
+
+        except Exception as e:
+            error_count += 1
+            # You might want to log the error here
+            print(f"Failed to send email to {prospect.email}: {str(e)}")
+
+    connection.close()
+
+    return success_count, error_count

crm/static/js/prospect_list.js

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+document.addEventListener("DOMContentLoaded", function () {
+  const selectAll = document.getElementById("select-all");
+  const prospectCheckboxes = document.getElementsByName("selected_prospects");
+
+  selectAll.addEventListener("change", function () {
+    prospectCheckboxes.forEach((checkbox) => {
+      checkbox.checked = selectAll.checked;
+    });
+  });
+});

crm/templates/crm/add_prospect.html

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+{% extends "crm/base.html" %} {% block content %}
+<div class="container padding-bottom">
+    <div class="grid-x padding-bottom">
+        <div class="cell medium-6 large-6 my-block bubble">
+            <h1 class="title">Add New Prospect</h1>
+
+            <form method="post">
+                {% csrf_token %}
+                <div class="form-group">
+                    <label for="name">Name:</label>
+                    <input type="text" name="name" id="name" required />
+                </div>
+
+                <div class="form-group">
+                    <label for="email">Email:</label>
+                    <input type="email" name="email" id="email" required />
+                </div>
+
+                <div class="form-group">
+                    <label for="region">Region:</label>
+                    <input type="text" name="region" id="region" required />
+                </div>
+
+                <button type="submit" class="small-button margin-v20">
+                    Save Prospect
+                </button>
+            </form>
+        </div>
+    </div>
+</div>
+{% endblock %}

crm/templates/crm/base.html

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+<!DOCTYPE html>
+<html>
+    {% load static %}
+
+    <head>
+        <meta http-equiv="content-type" content="text/html; charset=UTF-8" />
+        <meta name="viewport" content="width=device-width, initial-scale=1">
+        <link
+            rel="stylesheet"
+            href="{% static 'tournaments/css/foundation.min.css' %}"
+        />
+        <link rel="stylesheet" href="{% static 'tournaments/css/style.css' %}" />
+        <link rel="stylesheet" href="{% static 'tournaments/css/basics.css' %}" />
+
+        <link
+            rel="icon"
+            type="image/png"
+            href="{% static 'tournaments/images/favicon.png' %}"
+        />
+
+        <title>{% block head_title %}Page Title{% endblock %} - Padel Club</title>
+        <!-- Matomo -->
+        <script>
+          var _paq = window._paq = window._paq || [];
+          /* tracker methods like "setCustomDimension" should be called before "trackPageView" */
+          _paq.push(["setDocumentTitle", document.domain + "/" + document.title]);
+          _paq.push(["setDoNotTrack", true]);
+          _paq.push(['trackPageView']);
+          _paq.push(['enableLinkTracking']);
+          (function() {
+            var u="//matomo.padelclub.app/";
+            _paq.push(['setTrackerUrl', u+'matomo.php']);
+            _paq.push(['setSiteId', '1']);
+            var d=document, g=d.createElement('script'), s=d.getElementsByTagName('script')[0];
+            g.async=true; g.src=u+'matomo.js'; s.parentNode.insertBefore(g,s);
+          })();
+        </script>
+        <!-- End Matomo Code -->
+
+    </head>
+
+    <body class="wrapper">
+        <header>
+            <div class="grid-x">
+                <div class="medium-6 large-9 cell topblock my-block ">
+                    <a href="{% url 'index' %}">
+                    <img
+                        src="{% static 'tournaments/images/PadelClub_logo_512.png' %}"
+                        class="logo inline"
+                    />
+                    <div class="inline padding-left">
+                        <h1 class="club">{% block first_title %}Page Title{% endblock %}</h1>
+                        <h1 class="event">{% block second_title %}Page Title{% endblock %}</h1>
+                    </div>
+                    </a>
+                </div>
+                {% block right_header %}{% endblock %}
+            </div>
+        </header>
+
+        <main>
+        <!-- Content -->
+        {% block content %}
+        <!-- The content of child templates will be inserted here -->
+        {% endblock %}
+        </main>
+
+        <footer/>
+
+    </body>
+</html>

crm/templates/crm/event_form.html

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+{% extends "crm/base.html" %} {% block content %}
+<div class="container">
+    <div class="grid-x padding-bottom">
+        <div class="cell medium-6 large-6 my-block bubble">
+            <h1 class="title">
+                {% if form.instance.pk %}Edit{% else %}Add{% endif %} Event
+            </h1>
+
+            <form method="post">
+                {% csrf_token %} {{ form }}
+
+                <div class="mt-3">
+                    <button type="submit" class="btn small-button">
+                        Save Event
+                    </button>
+                    <a
+                        href="{% url 'crm:planned_events' %}"
+                        class="btn btn-secondary"
+                        >Cancel</a
+                    >
+                </div>
+            </form>
+        </div>
+    </div>
+</div>
+
+{% endblock %}

crm/templates/crm/event_row.html

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+<div class="bottom-border">
+    <div class="table-row-3-colums">
+        <div class="left-column">
+            <div class="semibold">{{ event.get_type_display }}</div>
+            <div class="minor-info">{{ event.description|truncatechars:100 }}</div>
+        </div>
+
+        <div class="right-column">
+            <span>{{ event.date|date:"d/m/Y H:i" }}</span>
+            <a href="{% url 'crm:edit_event' event.id %}" class="small-button">Edit</a>
+            <!-- {% if event.status == 'PLANNED' %}
+                <a href="{% url 'crm:start_event' event.id %}" class="small-button">Start</a>
+            {% endif %} -->
+        </div>
+    </div>
+</div>

crm/templates/crm/events.html

@@ -0,0 +1,58 @@
+{% extends "crm/base.html" %}
+{% load crm_tags %}
+
+
+{% block content %}
+
+{% if request.user|is_crm_manager %}
+
+<div class="d-flex">
+    <a href="{% url 'crm:add_event' %}" class="small-button margin-v20">
+        Add Event
+    </a>
+    <a href="{% url 'crm:add_prospect' %}" class="small-button margin-v20 left-margin">
+        Add Prospect
+    </a>
+</div>
+
+<div class="container grid-x padding-bottom">
+    <div class="cell medium-6 large-6 my-block bubble">
+
+        <div class="d-flex justify-content-between align-items-center mb-4">
+            <h1 class="title">Completed Events</h1>
+        </div>
+
+        <div class="list-group">
+            {% for event in completed_events %}
+                {% include "crm/event_row.html" with event=event %}
+            {% empty %}
+            <div class="list-group-item">No completed events.</div>
+            {% endfor %}
+        </div>
+
+    </div>
+
+    <div class="cell medium-6 large-6 my-block bubble">
+
+        <div class="d-flex justify-content-between align-items-center mb-4">
+            <h1 class="title">Planned Events</h1>
+        </div>
+
+        <div class="list-group">
+            {% for event in planned_events %}
+                {% include "crm/event_row.html" with event=event %}
+            {% empty %}
+            <div class="list-group-item">No planned events.</div>
+            {% endfor %}
+        </div>
+
+    </div>
+</div>
+
+{% else %}
+
+Not authorized
+
+{% endif %}
+
+{% endblock %}

crm/templates/crm/prospect_list.html

@@ -0,0 +1,57 @@
+{% extends "crm/base.html" %}
+
+{% block content %}
+<div class="container bubble">
+    <h2>Prospects</h2>
+
+    <div class="card mb-4">
+        <div class="card-body">
+            <form method="get" class="row g-3">
+                {{ filter.form }}
+                <div class="col-12">
+                    <button type="submit" class="btn btn-primary">Filter</button>
+                    <a href="{% url 'crm:prospect-list' %}" class="btn btn-secondary">Clear</a>
+                </div>
+            </form>
+        </div>
+    </div>
+
+    <div class="mb-3">
+        <a href="{% url 'crm:prospect-import' %}" class="btn btn-success">Import CSV</a>
+        <a href="{% url 'crm:send-bulk-email' %}" class="btn btn-primary">Send Email</a>
+    </div>
+
+    <div class="table-responsive">
+        <table class="table table-striped">
+            <thead>
+                <tr>
+                    <th><input type="checkbox" id="select-all"></th>
+                    <th>Name</th>
+                    <th>Email</th>
+                    <th>Region</th>
+                    <th>Status</th>
+                    <th>Actions</th>
+                </tr>
+            </thead>
+            <tbody>
+                {% for prospect in prospects %}
+                <tr>
+                    <td><input type="checkbox" name="selected_prospects" value="{{ prospect.id }}"></td>
+                    <td>{{ prospect.name }}</td>
+                    <td>{{ prospect.email }}</td>
+                    <td>{{ prospect.region }}</td>
+                    <td>
+                        {% for status in prospect.prospectstatus_set.all %}
+                            <span class="badge bg-primary">{{ status.status.name }}</span>
+                        {% endfor %}
+                    </td>
+                    <td>
+                        <button class="btn btn-sm btn-secondary">Edit</button>
+                    </td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+</div>
+{% endblock %}

crm/templates/crm/send_bulk_email.html

@@ -0,0 +1,47 @@
+{% extends "crm/base.html" %}
+
+{% block content %}
+<div class="container mt-4">
+    <h2>Send Bulk Email</h2>
+
+    <form method="post">
+        {% csrf_token %}
+
+        <div class="mb-3">
+            <label class="form-label">{{ form.prospects.label }}</label>
+            {{ form.prospects }}
+            {% if form.prospects.errors %}
+                <div class="alert alert-danger">
+                    {{ form.prospects.errors }}
+                </div>
+            {% endif %}
+        </div>
+
+        <div class="mb-3">
+            <label class="form-label">{{ form.subject.label }}</label>
+            {{ form.subject }}
+            {% if form.subject.errors %}
+                <div class="alert alert-danger">
+                    {{ form.subject.errors }}
+                </div>
+            {% endif %}
+        </div>
+
+        <div class="mb-3">
+            <label class="form-label">{{ form.content.label }}</label>
+            {{ form.content }}
+            {% if form.content.errors %}
+                <div class="alert alert-danger">
+                    {{ form.content.errors }}
+                </div>
+            {% endif %}
+            <div class="form-text">
+                You can use {name} to insert the prospect's name.
+            </div>
+        </div>
+
+        <button type="submit" class="btn btn-primary">Send Email</button>
+        <a href="{% url 'crm:prospect-list' %}" class="btn btn-secondary">Cancel</a>
+    </form>
+</div>
+{% endblock %}

crm/templatetags/crm_tags.py

@@ -0,0 +1,7 @@
+from django import template
+
+register = template.Library()
+
+@register.filter(name='is_crm_manager')
+def is_crm_manager(user):
+    return user.groups.filter(name='CRM Manager').exists()

crm/tests.py

@@ -0,0 +1,3 @@
+from django.test import TestCase
+
+# Create your tests here.

crm/urls.py

@@ -0,0 +1,15 @@
+from django.urls import path
+from . import views
+
+app_name = 'crm'
+
+urlpatterns = [
+    path('', views.EventListView.as_view(), name='planned_events'),path('', views.EventListView.as_view(), name='planned-events'),
+    path('events/add/', views.EventCreateView.as_view(), name='add_event'),
+    path('events/<int:pk>/edit/', views.EditEventView.as_view(), name='edit_event'),
+    path('events/<int:pk>/start/', views.StartEventView.as_view(), name='start_event'),
+    path('prospects/', views.ProspectListView.as_view(), name='prospect-list'),
+    path('add-prospect/', views.add_prospect, name='add_prospect'),
+    path('prospects/import/', views.CSVImportView.as_view(), name='prospect-import'),
+    path('email/send/', views.SendBulkEmailView.as_view(), name='send-bulk-email'),
+]

crm/views.py

@@ -0,0 +1,186 @@
+# views.py
+from django.views.generic import FormView, ListView, DetailView, CreateView, UpdateView
+from django.views.generic.edit import FormView, BaseUpdateView
+from django.contrib.auth.mixins import LoginRequiredMixin
+from django.contrib.auth.decorators import permission_required
+from django.contrib import messages
+from django.shortcuts import render, redirect, get_object_or_404
+from django.urls import reverse_lazy
+from django.http import HttpResponse, HttpResponseRedirect
+from django.views import View
+from django.utils import timezone
+from django.contrib.sites.shortcuts import get_current_site
+from django.template.loader import render_to_string
+from django.core.mail import send_mail
+from django.conf import settings
+
+from .models import Event, Prospect, EmailTracker, EmailCampaign, EventType
+from .filters import ProspectFilter
+from .forms import CSVImportForm, BulkEmailForm, EventForm
+
+from .mixins import CRMAccessMixin
+
+import csv
+from io import TextIOWrapper
+from datetime import datetime
+
+@permission_required('crm.view_crm', raise_exception=True)
+def add_prospect(request):
+    if request.method == 'POST':
+        name = request.POST.get('name')
+        email = request.POST.get('email')
+        region = request.POST.get('region')
+
+        try:
+            prospect = Prospect.objects.create(
+                name=name,
+                email=email,
+                region=region,
+                created_by=request.user,
+                modified_by=request.user
+            )
+            messages.success(request, f'Prospect {name} has been added successfully!')
+            return redirect('crm:events')  # or wherever you want to redirect after success
+        except Exception as e:
+            messages.error(request, f'Error adding prospect: {str(e)}')
+
+    return render(request, 'crm/add_prospect.html')
+
+class EventCreateView(CRMAccessMixin, CreateView):
+    model = Event
+    form_class = EventForm
+    template_name = 'crm/event_form.html'
+    success_url = reverse_lazy('crm:planned_events')
+
+    def form_valid(self, form):
+        form.instance.created_by = self.request.user
+        form.instance.modified_by = self.request.user
+        return super().form_valid(form)
+
+class EditEventView(CRMAccessMixin, UpdateView):
+    model = Event
+    form_class = EventForm
+    template_name = 'crm/event_form.html'
+    success_url = reverse_lazy('crm:planned_events')
+
+    def form_valid(self, form):
+        form.instance.modified_by = self.request.user
+        response = super().form_valid(form)
+        messages.success(self.request, 'Event updated successfully!')
+        return response
+
+class StartEventView(CRMAccessMixin, BaseUpdateView):
+    model = Event
+    http_method_names = ['post', 'get']
+
+    def get(self, request, *args, **kwargs):
+        return self.post(request, *args, **kwargs)
+
+    def post(self, request, *args, **kwargs):
+        event = get_object_or_404(Event, pk=kwargs['pk'], status='PLANNED')
+        event.status = 'ACTIVE'
+        event.save()
+
+        if event.type == 'MAIL':
+            return HttpResponseRedirect(
+                reverse_lazy('crm:setup_email_campaign', kwargs={'event_id': event.id})
+            )
+        elif event.type == 'SMS':
+            return HttpResponseRedirect(
+                reverse_lazy('crm:setup_sms_campaign', kwargs={'event_id': event.id})
+            )
+        elif event.type == 'PRESS':
+            return HttpResponseRedirect(
+                reverse_lazy('crm:setup_press_release', kwargs={'event_id': event.id})
+            )
+
+        messages.success(request, 'Event started successfully!')
+        return HttpResponseRedirect(reverse_lazy('crm:planned_events'))
+
+class EventListView(CRMAccessMixin, ListView):
+    model = Event
+    template_name = 'crm/events.html'
+    context_object_name = 'events'  # We won't use this since we're providing custom context
+
+    def get_context_data(self, **kwargs):
+        context = super().get_context_data(**kwargs)
+        context['planned_events'] = Event.objects.filter(
+            status='PLANNED'
+        ).order_by('date')
+        context['completed_events'] = Event.objects.filter(
+            status='COMPLETED'
+        ).order_by('-date')
+        return context
+
+class ProspectListView(CRMAccessMixin, ListView):
+    model = Prospect
+    template_name = 'crm/prospect_list.html'
+    context_object_name = 'prospects'
+    filterset_class = ProspectFilter
+
+    def get_context_data(self, **kwargs):
+        context = super().get_context_data(**kwargs)
+        context['filter'] = self.filterset_class(
+            self.request.GET,
+            queryset=self.get_queryset()
+        )
+        return context
+
+class CSVImportView(CRMAccessMixin, FormView):
+    template_name = 'crm/csv_import.html'
+    form_class = CSVImportForm
+    success_url = reverse_lazy('prospect-list')
+
+    def form_valid(self, form):
+        csv_file = TextIOWrapper(
+            form.cleaned_data['csv_file'].file,
+            encoding='utf-8'
+        )
+        reader = csv.DictReader(csv_file)
+
+        for row in reader:
+            Prospect.objects.create(
+                email=row['email'],
+                name=row.get('name', ''),
+                region=row.get('region', ''),
+                created_by=self.request.user,
+                modified_by=self.request.user
+            )
+
+        return super().form_valid(form)
+
+class SendBulkEmailView(CRMAccessMixin, FormView):
+    template_name = 'crm/send_bulk_email.html'
+    form_class = BulkEmailForm
+    success_url = reverse_lazy('crm:prospect-list')
+
+    def form_valid(self, form):
+        prospects = form.cleaned_data['prospects']
+        subject = form.cleaned_data['subject']
+        content = form.cleaned_data['content']
+
+        # Create Event for this email campaign
+        event = Event.objects.create(
+            date=datetime.now(),
+            type=EventType.MAILING,
+            description=f"Bulk email: {subject}",
+            status='COMPLETED',
+            created_by=self.request.user,
+            modified_by=self.request.user
+        )
+        event.prospects.set(prospects)
+
+        # Send emails
+        success_count, error_count = send_bulk_email(
+            subject=subject,
+            content=content,
+            prospects=prospects
+        )
+
+        # Show result message
+        messages.success(
+            self.request,
+            f"Sent {success_count} emails successfully. {error_count} failed."
+        )
+
+        return super().form_valid(form)

padelclub_backend/settings.py

@@ -33,6 +33,7 @@ ALLOWED_HOSTS = ['*']
 
 INSTALLED_APPS = [
     'tournaments',
+    'crm',
     'django.contrib.admin',
     'django.contrib.auth',
     'django.contrib.contenttypes',
@@ -43,6 +44,7 @@ INSTALLED_APPS = [
     'rest_framework.authtoken',
     'dj_rest_auth',
     'qr_code',
+    'django_filters',
 ]
 
 AUTH_USER_MODEL = "tournaments.CustomUser"

padelclub_backend/urls.py

@@ -20,6 +20,7 @@ urlpatterns = [
 
     # path('roads/', include(router.urls)),
     path("", include("tournaments.urls")),
+    path("crm/", include("crm.urls")),
     path('roads/', include("api.urls")),
     path('kingdom/', admin.site.urls),
     path('api-auth/', include('rest_framework.urls')),

requirements.txt

@@ -10,3 +10,4 @@ httpx[http2]==0.27.0
 pandas==2.2.2
 xlrd==2.0.1
 openpyxl==3.1.5
+django-filter==24.3

tournaments/admin.py

@@ -25,7 +25,7 @@ class CustomUserAdmin(UserAdmin):
             'summons_message_body', 'summons_message_signature', 'summons_available_payment_methods',
             'summons_display_format', 'summons_display_entry_fee', 'summons_use_full_custom_message',
             'match_formats_default_duration', 'bracket_match_format_preference', 'group_stage_match_format_preference',
-            'loser_bracket_match_format_preference', 'device_id', 'loser_bracket_mode'
+            'loser_bracket_match_format_preference', 'device_id', 'loser_bracket_mode', 'groups'
         ]}),
         ]
     add_fieldsets = [
@@ -33,7 +33,7 @@ class CustomUserAdmin(UserAdmin):
             None,
             {
                 "classes": ["wide"],
-                "fields": ['username', 'email', 'password1', 'password2', 'first_name', 'last_name', 'clubs', 'country', 'phone', 'licence_id', 'umpire_code', ],
+                "fields": ['username', 'email', 'password1', 'password2', 'first_name', 'last_name', 'clubs', 'country', 'phone', 'licence_id', 'umpire_code', 'groups'],
             },
         ),
     ]

tournaments/static/tournaments/css/basics.css

@@ -48,6 +48,10 @@
     margin-top: 150px;
 }
 
+.margin-v20 {
+    margin: 20px 0px;
+}
+
 /* WIDTH PERCENTAGE */
 
 .w15 {

tournaments/static/tournaments/css/style.css

@@ -124,6 +124,21 @@ tr {
     font-weight: 600;
 } */
 
+.small-button {
+    color: white;
+    background-color: #f39200;
+    padding: 4px 8px;
+    font-size: 1em;
+    font-weight: 800;
+    border-radius: 8px;
+    display: inline-block;
+}
+
+.small-button:hover {
+    color: white;
+    background-color: #e84039;
+}
+
 .rounded-button {
     background-color: #f39200; /* Green background */
     color: white; /* White text */
@@ -137,11 +152,21 @@ tr {
 .numbers {
     font-feature-settings: "tnum";
 }
-
+.red {
+    color: #e84039;
+}
 .orange {
     color: #f39200;
 }
 
+.yellow {
+    color: #fed300;
+}
+
+.blue {
+    color: #1a223a;
+}
+
 .mybox {
     color: #707070;
     padding: 8px 12px;