@ -79,6 +79,10 @@ def mark_as_have_account(modeladmin, request, queryset):
create_default_activity_for_prospect ( modeladmin , request , queryset , None , Status . HAVE_CREATED_ACCOUNT , None ) create_default_activity_for_prospect ( modeladmin , request , queryset , None , Status . HAVE_CREATED_ACCOUNT , None )
mark_as_have_account . short_description = " Mark as having an account " mark_as_have_account . short_description = " Mark as having an account "
def mark_as_not_concerned ( modeladmin , request , queryset ) :
create_default_activity_for_prospect ( modeladmin , request , queryset , None , Status . NOT_CONCERNED , None )
mark_as_not_concerned . short_description = " Mark as not concerned "
def create_default_activity_for_prospect ( modeladmin , request , queryset , type , status , reason ) : def create_default_activity_for_prospect ( modeladmin , request , queryset , type , status , reason ) :
for prospect in queryset : for prospect in queryset :
activity = Activity . objects . create ( activity = Activity . objects . create (
@ -124,7 +128,7 @@ class ProspectAdmin(SyncedObjectAdmin):
change_list_template = " admin/biz/prospect/change_list.html " change_list_template = " admin/biz/prospect/change_list.html "
ordering = [ ' -last_update ' ] ordering = [ ' -last_update ' ]
filter_horizontal = [ ' entities ' ] filter_horizontal = [ ' entities ' ]
actions = [ ' send_email ' , create_activity_for_prospect , mark_as_inbound , contacted_by_sms , mark_as_should_test , mark_as_testing , mark_as_customer , mark_as_have_account , declined_too_expensive , declined_use_something_else , declined_android_user ] actions = [ ' send_email ' , create_activity_for_prospect , mark_as_inbound , contacted_by_sms , mark_as_should_test , mark_as_testing , mark_as_customer , mark_as_have_account , declined_too_expensive , declined_use_something_else , declined_android_user , mark_as_not_concerned ]
raw_id_fields = [ ' official_user ' , ' related_user ' ] raw_id_fields = [ ' official_user ' , ' related_user ' ]
def last_update_date ( self , obj ) : def last_update_date ( self , obj ) :
@ -233,15 +237,17 @@ class ProspectAdmin(SyncedObjectAdmin):
try : try :
# Read the file content # Read the file content
file_content = file . read ( ) . decode ( ' utf-8 ' ) file_content = file . read ( ) . decode ( ' utf-8 ' )
csv_reader = csv . reader ( io . StringIO ( file_content ) ) csv_reader = csv . reader ( io . StringIO ( file_content ) , delimiter = ' ; ' )
created_prospects = 0 created_prospects = 0
updated_prospects = 0 updated_prospects = 0
created_entities = 0 created_entities = 0
created_events = 0 created_events = 0
for row in csv_reader : for row in csv_reader :
if len ( row ) < 8 : print ( f ' >>> row size is { len ( row ) } ' )
if len ( row ) < 5 :
print ( f ' >>> WARNING: row size is { len ( row ) } : { row } ' )
continue # Skip rows that don't have enough columns continue # Skip rows that don't have enough columns
entity_name = row [ 0 ] . strip ( ) entity_name = row [ 0 ] . strip ( )
@ -251,9 +257,9 @@ class ProspectAdmin(SyncedObjectAdmin):
phone = row [ 4 ] . strip ( ) if row [ 4 ] . strip ( ) else None phone = row [ 4 ] . strip ( ) if row [ 4 ] . strip ( ) else None
if phone and not phone . startswith ( ' 0 ' ) : if phone and not phone . startswith ( ' 0 ' ) :
phone = ' 0 ' + phone phone = ' 0 ' + phone
attachment_text = row [ 5 ] . strip ( ) if row [ 5 ] . strip ( ) else None # attachment_text = row[5].strip() if row[5].strip() else None
status_text = row [ 6 ] . strip ( ) if row [ 6 ] . strip ( ) else None # status_text = row[6].strip() if row[6].strip() else None
related_user_name = row [ 7 ] . strip ( ) if row [ 7 ] . strip ( ) else None # related_user_name = row[7].strip() if row[7].strip() else None
# Create or get Entity # Create or get Entity
entity = None entity = None
@ -266,13 +272,13 @@ class ProspectAdmin(SyncedObjectAdmin):
created_entities + = 1 created_entities + = 1
# Get related user if provided # Get related user if provided
related_user = None # related_user = None
if related_user_name : # if related_user_name :
try : # try :
related_user = User . objects . get ( username = related_user_name ) # related_user = User.objects.get(username=related_user_name )
except User . DoesNotExist : # except User.DoesNotExist :
# Try to find by first name if username doesn't exist # # Try to find by first name if username doesn't exist
related_user = User . objects . filter ( first_name__icontains = related_user_name ) . first ( ) # related_user = User.objects.filter(first_name__icontains=related_user_name).first( )
# Create or update Prospect # Create or update Prospect
prospect , prospect_created = Prospect . objects . get_or_create ( prospect , prospect_created = Prospect . objects . get_or_create (
@ -282,69 +288,68 @@ class ProspectAdmin(SyncedObjectAdmin):
' last_name ' : last_name , ' last_name ' : last_name ,
' phone ' : phone , ' phone ' : phone ,
' name_unsure ' : False , ' name_unsure ' : False ,
' related_user ' : related_user ,
' source ' : source , ' source ' : source ,
} }
) )
if prospect_created : if prospect_created :
created_prospects + = 1 created_prospects + = 1
else : # else :
# Check if names are different and mark as name_unsure # # Check if names are different and mark as name_unsure
if ( prospect . first_name != first_name or prospect . last_name != last_name ) : # if (prospect.first_name != first_name or prospect.last_name != last_name) :
prospect . name_unsure = True # prospect.name_unsure = True
# Update related_user if provided # # Update related_user if provided
if related_user : # if related_user :
prospect . related_user = related_user # prospect.related_user = related_user
prospect . save ( ) # prospect.save( )
updated_prospects + = 1 # updated_prospects += 1
# Associate entity with prospect # Associate entity with prospect
if entity : if entity :
prospect . entities . add ( entity ) prospect . entities . add ( entity )
# Create Event if attachment_text or status is provided # Create Event if attachment_text or status is provided
if attachment_text or status_text : # if attachment_text or status_text :
# Map status text to Status enum # # Map status text to Status enum
status_value = None # status_value = None
declination_reason = None # declination_reason = None
if status_text : # if status_text :
if ' CONTACTED ' in status_text : # if 'CONTACTED' in status_text :
status_value = Status . CONTACTED # status_value = Status. CONTACTED
elif ' RESPONDED ' in status_text : # elif 'RESPONDED' in status_text :
status_value = Status . RESPONDED # status_value = Status. RESPONDED
elif ' SHOULD_TEST ' in status_text : # elif 'SHOULD_TEST' in status_text :
status_value = Status . SHOULD_TEST # status_value = Status. SHOULD_TEST
elif ' CUSTOMER ' in status_text : # elif 'CUSTOMER' in status_text :
status_value = Status . CUSTOMER # status_value = Status. CUSTOMER
elif ' TESTING ' in status_text : # elif 'TESTING' in status_text :
status_value = Status . TESTING # status_value = Status. TESTING
elif ' LOST ' in status_text : # elif 'LOST' in status_text :
status_value = Status . LOST # status_value = Status. LOST
elif ' DECLINED_TOO_EXPENSIVE ' in status_text : # elif 'DECLINED_TOO_EXPENSIVE' in status_text :
status_value = Status . DECLINED # status_value = Status. DECLINED
declination_reason = DeclinationReason . TOO_EXPENSIVE # declination_reason = DeclinationReason. TOO_EXPENSIVE
elif ' USE_OTHER_PRODUCT ' in status_text : # elif 'USE_OTHER_PRODUCT' in status_text :
status_value = Status . DECLINED # status_value = Status. DECLINED
declination_reason = DeclinationReason . USE_OTHER_PRODUCT # declination_reason = DeclinationReason. USE_OTHER_PRODUCT
elif ' USE_ANDROID ' in status_text : # elif 'USE_ANDROID' in status_text :
status_value = Status . DECLINED # status_value = Status. DECLINED
declination_reason = DeclinationReason . USE_ANDROID # declination_reason = DeclinationReason. USE_ANDROID
elif ' NOK ' in status_text : # elif 'NOK' in status_text :
status_value = Status . DECLINED # status_value = Status. DECLINED
declination_reason = DeclinationReason . UNKNOWN # declination_reason = DeclinationReason. UNKNOWN
elif ' DECLINED_UNRELATED ' in status_text : # elif 'DECLINED_UNRELATED' in status_text :
status_value = Status . DECLINED_UNRELATED # status_value = Status. DECLINED_UNRELATED
activity = Activity . objects . create ( # activity = Activity.objects.create (
type = ActivityType . SMS , # type=ActivityType.SMS ,
attachment_text = attachment_text , # attachment_text=attachment_text ,
status = status_value , # status=status_value ,
declination_reason = declination_reason , # declination_reason=declination_reason ,
description = f " Imported from CSV - Status: { status_text } " if status_text else " Imported from CSV # description=f"Imported from CSV - Status: {status_text}" if status_text else "Imported from CSV "
) # )
activity . prospects . add ( prospect ) # activity.prospects.add(prospect )
created_events + = 1 # created_events += 1
result = f " Successfully imported: { created_prospects } new prospects, { updated_prospects } updated prospects, { created_entities } new entities, { created_events } new events " result = f " Successfully imported: { created_prospects } new prospects, { updated_prospects } updated prospects, { created_entities } new entities, { created_events } new events "
return result return result
