wip for crm

crm/admin.py

@@ -11,9 +11,9 @@ from .models import (
 
 @admin.register(Prospect)
 class ProspectAdmin(admin.ModelAdmin):
-    list_display = ('name', 'email', 'region', 'created_at')
+    list_display = ('entity_name', 'first_name', 'last_name', 'email', 'address', 'zip_code', 'city', 'created_at')
-    list_filter = ('region', 'created_at')
+    list_filter = ('zip_code', 'created_at')
-    search_fields = ('name', 'email', 'region')
+    search_fields = ('entity_name', 'first_name', 'last_name', 'email', 'zip_code', 'city')
     filter_horizontal = ('users',)
     date_hierarchy = 'created_at'
 

crm/filters.py

@@ -3,16 +3,12 @@ import django_filters
 from .models import Event, Status, Prospect
 
 class ProspectFilter(django_filters.FilterSet):
-    region = django_filters.CharFilter(lookup_expr='icontains')
+    zip_code = 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']
+        fields = ['city', 'events']

crm/migrations/0003_remove_prospect_region_prospect_address_and_more.py

@@ -0,0 +1,32 @@
+# Generated by Django 5.1 on 2024-12-16 15:43
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('crm', '0002_alter_event_options_alter_prospect_options_and_more'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='prospect',
+            name='region',
+        ),
+        migrations.AddField(
+            model_name='prospect',
+            name='address',
+            field=models.CharField(blank=True, max_length=200, null=True),
+        ),
+        migrations.AddField(
+            model_name='prospect',
+            name='city',
+            field=models.CharField(blank=True, max_length=500, null=True),
+        ),
+        migrations.AddField(
+            model_name='prospect',
+            name='zip_code',
+            field=models.CharField(blank=True, max_length=20, null=True),
+        ),
+    ]

crm/migrations/0004_remove_prospect_name_prospect_entity_name_and_more.py

@@ -0,0 +1,32 @@
+# Generated by Django 5.1 on 2024-12-16 16:24
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('crm', '0003_remove_prospect_region_prospect_address_and_more'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='prospect',
+            name='name',
+        ),
+        migrations.AddField(
+            model_name='prospect',
+            name='entity_name',
+            field=models.CharField(blank=True, max_length=200, null=True),
+        ),
+        migrations.AddField(
+            model_name='prospect',
+            name='first_name',
+            field=models.CharField(blank=True, max_length=200, null=True),
+        ),
+        migrations.AddField(
+            model_name='prospect',
+            name='last_name',
+            field=models.CharField(blank=True, max_length=200, null=True),
+        ),
+    ]

crm/migrations/0005_prospect_phone.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1 on 2024-12-16 16:49
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('crm', '0004_remove_prospect_name_prospect_entity_name_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='prospect',
+            name='phone',
+            field=models.CharField(blank=True, max_length=25, null=True),
+        ),
+    ]

crm/models.py

@@ -12,8 +12,13 @@ class EventType(models.TextChoices):
 
 class Prospect(models.Model):
     email = models.EmailField(unique=True)
-    name = models.CharField(max_length=200)
+    entity_name = models.CharField(max_length=200, null=True, blank=True)
-    region = models.CharField(max_length=100)
+    first_name = models.CharField(max_length=200, null=True, blank=True)
+    last_name = models.CharField(max_length=200, null=True, blank=True)
+    address = models.CharField(max_length=200, null=True, blank=True)
+    zip_code = models.CharField(max_length=20, null=True, blank=True)
+    city = models.CharField(max_length=500, null=True, blank=True)
+    phone = models.CharField(max_length=25, null=True, blank=True)
     users = models.ManyToManyField(get_user_model(), blank=True)
     created_at = models.DateTimeField(auto_now_add=True)
     created_by = models.ForeignKey(
@@ -37,7 +42,7 @@ class Prospect(models.Model):
         ]
 
     def __str__(self):
-        return f"{self.name} ({self.email})"
+        return ' - '.join(filter(None, [self.entity_name, self.first_name, self.last_name, f"({self.email})"]))
 
 class Status(models.Model):
     name = models.CharField(max_length=100, unique=True)

crm/templates/crm/add_prospect.html

@@ -7,8 +7,18 @@
             <form method="post">
                 {% csrf_token %}
                 <div class="form-group">
-                    <label for="name">Name:</label>
+                    <label for="entity_name">Entité (nom de club...):</label>
-                    <input type="text" name="name" id="name" required />
+                    <input type="text" name="entity_name" id="entity_name" />
+                </div>
+
+                <div class="form-group">
+                    <label for="first_name">Prénom:</label>
+                    <input type="text" name="first_name" id="first_name" />
+                </div>
+
+                <div class="form-group">
+                    <label for="last_name">Nom:</label>
+                    <input type="text" name="last_name" id="last_name" />
                 </div>
 
                 <div class="form-group">
@@ -17,8 +27,23 @@
                 </div>
 
                 <div class="form-group">
-                    <label for="region">Region:</label>
+                    <label for="phone">Téléphone:</label>
-                    <input type="text" name="region" id="region" required />
+                    <input type="text" name="phone" id="phone" />
+                </div>
+
+                <div class="form-group">
+                    <label for="address">Adresse:</label>
+                    <input type="text" name="address" id="address" />
+                </div>
+
+                <div class="form-group">
+                    <label for="zip_code">Code postal:</label>
+                    <input type="text" name="zip_code" id="zip_code" />
+                </div>
+
+                <div class="form-group">
+                    <label for="city">Ville:</label>
+                    <input type="text" name="city" id="city" />
                 </div>
 
                 <button type="submit" class="small-button margin-v20">

crm/templates/crm/csv_import.html

@@ -0,0 +1,34 @@
+{% extends "crm/base.html" %}
+
+{% block content %}
+<div class="container mt-4">
+    <h2>Import Prospects from CSV</h2>
+
+    <div class="card">
+        <div class="card-body">
+            <form method="post" enctype="multipart/form-data">
+                {% csrf_token %}
+
+                <div class="mb-3">
+                    {{ form.as_p }}
+                </div>
+
+                <div class="alert alert-info">
+                    <h5>CSV Format Requirements:</h5>
+                    <p>The CSV file should contain the following columns in order:</p>
+                    <ul>
+                        <li>Column 1: Club Code</li>
+                        <li>Column 2: Last Name</li>
+                        <li>Column 3: First Name</li>
+                        <li>Column 4: Email</li>
+                        <li>Column 9: ZIP Code</li>
+                        <li>Column 10: City</li>
+                    </ul>
+                </div>
+
+                <button type="submit" class="btn btn-primary">Import CSV</button>
+            </form>
+        </div>
+    </div>
+</div>
+{% endblock %}

crm/templates/crm/events.html

@@ -7,11 +7,18 @@
 {% if request.user|is_crm_manager %}
 
 <div class="d-flex">
-    <a href="{% url 'crm:add_event' %}" class="small-button margin-v20">
+
-        Add Event
+    <a href="{% url 'crm:prospect-list' %}" class="small-button margin-v20">
+        Prospects
+    </a>
+    <a href="{% url 'crm:add-event' %}" class="small-button margin-v20">
+        Ajouter un évènement
+    </a>
+    <a href="{% url 'crm:add-prospect' %}" class="small-button margin-v20 left-margin">
+        Ajouter un prospect
     </a>
-    <a href="{% url 'crm:add_prospect' %}" class="small-button margin-v20 left-margin">
+    <a href="{% url 'crm:csv-import' %}" class="small-button margin-v20 left-margin">
-        Add Prospect
+        Import
     </a>
 </div>
 

crm/templates/crm/prospect_list.html

@@ -17,7 +17,7 @@
     </div>
 
     <div class="mb-3">
-        <a href="{% url 'crm:prospect-import' %}" class="btn btn-success">Import CSV</a>
+        <a href="{% url 'crm:csv-import' %}" class="btn btn-success">Import CSV</a>
         <a href="{% url 'crm:send-bulk-email' %}" class="btn btn-primary">Send Email</a>
     </div>
 
@@ -26,10 +26,12 @@
             <thead>
                 <tr>
                     <th><input type="checkbox" id="select-all"></th>
-                    <th>Name</th>
+                    <th>Entité</th>
+                    <th>Prénom</th>
+                    <th>Nom</th>
                     <th>Email</th>
-                    <th>Region</th>
+                    <th>Téléphone</th>
-                    <th>Status</th>
+                    <th>Statut</th>
                     <th>Actions</th>
                 </tr>
             </thead>
@@ -37,9 +39,11 @@
                 {% for prospect in prospects %}
                 <tr>
                     <td><input type="checkbox" name="selected_prospects" value="{{ prospect.id }}"></td>
-                    <td>{{ prospect.name }}</td>
+                    <td>{{ prospect.entity_name }}</td>
-                    <td>{{ prospect.email }}</td>
+                    <td>{{ prospect.first_name }}</td>
-                    <td>{{ prospect.region }}</td>
+                    <td>{{ prospect.last_name }}</td>
+                    <td><a href="mailto:{{ prospect.email }}">{{ prospect.email }}</a></td>
+                    <td>{{ prospect.phone }}</td>
                     <td>
                         {% for status in prospect.prospectstatus_set.all %}
                             <span class="badge bg-primary">{{ status.status.name }}</span>

crm/urls.py

@@ -5,11 +5,11 @@ 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/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('add-prospect/', views.add_prospect, name='add-prospect'),
-    path('prospects/import/', views.CSVImportView.as_view(), name='prospect-import'),
+    path('prospects/import/', views.CSVImportView.as_view(), name='csv-import'),
     path('email/send/', views.SendBulkEmailView.as_view(), name='send-bulk-email'),
 ]

crm/views.py

@@ -13,6 +13,7 @@ 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 django.db import IntegrityError
 
 from .models import Event, Prospect, EmailTracker, EmailCampaign, EventType
 from .filters import ProspectFilter
@@ -27,15 +28,27 @@ 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')
+        entity_name = request.POST.get('entity_name')
+        first_name = request.POST.get('first_name')
+        last_name = request.POST.get('last_name')
         email = request.POST.get('email')
-        region = request.POST.get('region')
+        phone = request.POST.get('phone')
+        address = request.POST.get('address')
+        zip_code = request.POST.get('zip_code')
+        city = request.POST.get('city')
+        # region = request.POST.get('region')
 
         try:
             prospect = Prospect.objects.create(
-                name=name,
+                entity_name=entity_name,
+                first_name=first_name,
+                last_name=last_name,
                 email=email,
-                region=region,
+                phone=phone,
+                address=address,
+                zip_code=zip_code,
+                city=city,
+                # region=region,
                 created_by=request.user,
                 modified_by=request.user
             )
@@ -126,6 +139,7 @@ class ProspectListView(CRMAccessMixin, ListView):
         )
         return context
 
+
 class CSVImportView(CRMAccessMixin, FormView):
     template_name = 'crm/csv_import.html'
     form_class = CSVImportForm
@@ -134,17 +148,63 @@ class CSVImportView(CRMAccessMixin, FormView):
     def form_valid(self, form):
         csv_file = TextIOWrapper(
             form.cleaned_data['csv_file'].file,
-            encoding='utf-8'
+            encoding='utf-8-sig'  # Handle potential BOM in CSV
         )
-        reader = csv.DictReader(csv_file)
+        reader = csv.reader(csv_file, delimiter=';')  # Using semicolon delimiter
+
+        # Skip header if exists
+        next(reader, None)
+
+        created_count = 0
+        updated_count = 0
+        error_count = 0
 
         for row in reader:
-            Prospect.objects.create(
+            try:
-                email=row['email'],
+                if len(row) < 10:  # Ensure we have enough columns
-                name=row.get('name', ''),
+                    continue
-                region=row.get('region', ''),
+
-                created_by=self.request.user,
+                # Extract data from correct columns
-                modified_by=self.request.user
+                entity_name = row[0].strip()
+                last_name = row[1].strip()
+                first_name = row[2].strip()
+                email = row[3].strip()
+                phone = row[4].strip()
+                zip_code = row[8].strip()
+                city = row[9].strip()
+
+                # Try to update existing prospect or create new one
+                prospect, created = Prospect.objects.update_or_create(
+                    email=email,  # Use email as unique identifier
+                    defaults={
+                        'entity_name': entity_name,
+                        'first_name': first_name,
+                        'last_name': last_name,
+                        'phone': phone,
+                        'zip_code': zip_code,
+                        'city': city,
+                        'modified_by': self.request.user,
+                    }
+                )
+
+                if created:
+                    prospect.created_by = self.request.user
+                    prospect.save()
+                    created_count += 1
+                else:
+                    updated_count += 1
+
+            except Exception as e:
+                error_count += 1
+                messages.error(
+                    self.request,
+                    f"Error processing row with email {email}: {str(e)}"
+                )
+
+        # Add success message
+        messages.success(
+            self.request,
+            f"Import completed: {created_count} created, {updated_count} updated, {error_count} errors"
         )
 
         return super().form_valid(form)