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284 lines
10 KiB
284 lines
10 KiB
# views.py
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from django.views.generic import FormView, ListView, DetailView, CreateView, UpdateView
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from django.views.generic.edit import FormView, BaseUpdateView
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from django.contrib.auth.mixins import LoginRequiredMixin
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from django.contrib.auth.decorators import permission_required
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from django.contrib import messages
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from django.shortcuts import render, redirect, get_object_or_404
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from django.urls import reverse_lazy
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from django.http import HttpResponse, HttpResponseRedirect
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from django.views import View
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from django.utils import timezone
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from django.contrib.sites.shortcuts import get_current_site
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from django.template.loader import render_to_string
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from django.core.mail import send_mail
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from django.conf import settings
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from django.db import IntegrityError
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from .models import Event, Prospect, EmailTracker, EmailCampaign, EventType
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from .filters import ProspectFilter
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from .forms import ProspectForm, CSVImportForm, BulkEmailForm, EventForm
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from .mixins import CRMAccessMixin
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import csv
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from io import TextIOWrapper
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from datetime import datetime
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@permission_required('crm.view_crm', raise_exception=True)
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def prospect_form(request, pk=None):
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# Get the prospect instance if pk is provided (edit mode)
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prospect = get_object_or_404(Prospect, pk=pk) if pk else None
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if request.method == 'POST':
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form = ProspectForm(request.POST, instance=prospect)
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if form.is_valid():
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prospect = form.save(commit=False)
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if not pk: # New prospect
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prospect.created_by = request.user
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prospect.modified_by = request.user
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prospect.save()
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action = 'updated' if pk else 'added'
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messages.success(request,
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f'Prospect {prospect.entity_name} has been {action} successfully!')
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return redirect('crm:events')
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else:
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form = ProspectForm(instance=prospect)
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context = {
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'form': form,
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'is_edit': prospect is not None,
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'first_title': prospect.entity_name if prospect else 'Add Prospect',
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'second_title': prospect.full_name() if prospect else None
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}
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return render(request, 'crm/prospect_form.html', context)
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# @permission_required('crm.view_crm', raise_exception=True)
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# def add_prospect(request):
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# if request.method == 'POST':
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# entity_name = request.POST.get('entity_name')
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# first_name = request.POST.get('first_name')
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# last_name = request.POST.get('last_name')
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# email = request.POST.get('email')
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# phone = request.POST.get('phone')
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# address = request.POST.get('address')
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# zip_code = request.POST.get('zip_code')
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# city = request.POST.get('city')
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# # region = request.POST.get('region')
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# try:
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# prospect = Prospect.objects.create(
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# entity_name=entity_name,
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# first_name=first_name,
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# last_name=last_name,
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# email=email,
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# phone=phone,
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# address=address,
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# zip_code=zip_code,
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# city=city,
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# # region=region,
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# created_by=request.user,
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# modified_by=request.user
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# )
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# messages.success(request, f'Prospect {name} has been added successfully!')
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# return redirect('crm:events') # or wherever you want to redirect after success
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# except Exception as e:
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# messages.error(request, f'Error adding prospect: {str(e)}')
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# return render(request, 'crm/add_prospect.html')
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class EventCreateView(CRMAccessMixin, CreateView):
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model = Event
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form_class = EventForm
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template_name = 'crm/event_form.html'
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success_url = reverse_lazy('crm:planned_events')
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def get_initial(self):
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initial = super().get_initial()
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prospect_id = self.kwargs.get('prospect_id')
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if prospect_id:
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initial['prospects'] = [prospect_id]
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return initial
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def form_valid(self, form):
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form.instance.created_by = self.request.user
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form.instance.modified_by = self.request.user
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return super().form_valid(form)
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class EditEventView(CRMAccessMixin, UpdateView):
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model = Event
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form_class = EventForm
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template_name = 'crm/event_form.html'
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success_url = reverse_lazy('crm:planned_events')
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def form_valid(self, form):
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form.instance.modified_by = self.request.user
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response = super().form_valid(form)
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messages.success(self.request, 'Event updated successfully!')
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return response
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class StartEventView(CRMAccessMixin, BaseUpdateView):
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model = Event
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http_method_names = ['post', 'get']
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def get(self, request, *args, **kwargs):
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return self.post(request, *args, **kwargs)
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def post(self, request, *args, **kwargs):
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event = get_object_or_404(Event, pk=kwargs['pk'], status='PLANNED')
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event.status = 'ACTIVE'
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event.save()
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if event.type == 'MAIL':
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return HttpResponseRedirect(
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reverse_lazy('crm:setup_email_campaign', kwargs={'event_id': event.id})
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)
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elif event.type == 'SMS':
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return HttpResponseRedirect(
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reverse_lazy('crm:setup_sms_campaign', kwargs={'event_id': event.id})
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)
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elif event.type == 'PRESS':
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return HttpResponseRedirect(
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reverse_lazy('crm:setup_press_release', kwargs={'event_id': event.id})
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)
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messages.success(request, 'Event started successfully!')
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return HttpResponseRedirect(reverse_lazy('crm:planned_events'))
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class EventListView(CRMAccessMixin, ListView):
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model = Event
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template_name = 'crm/events.html'
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context_object_name = 'events' # We won't use this since we're providing custom context
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def get_context_data(self, **kwargs):
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context = super().get_context_data(**kwargs)
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context['planned_events'] = Event.objects.filter(
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status='PLANNED'
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).order_by('date')
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context['completed_events'] = Event.objects.filter(
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status='COMPLETED'
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).order_by('-date')
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return context
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class ProspectListView(CRMAccessMixin, ListView):
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model = Prospect
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template_name = 'crm/prospect_list.html'
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context_object_name = 'prospects'
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filterset_class = ProspectFilter
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def get_queryset(self):
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return super().get_queryset().prefetch_related('prospectstatus_set__status')
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def get_context_data(self, **kwargs):
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context = super().get_context_data(**kwargs)
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context['filter'] = self.filterset_class(
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self.request.GET,
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queryset=self.get_queryset()
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)
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return context
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class CSVImportView(CRMAccessMixin, FormView):
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template_name = 'crm/csv_import.html'
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form_class = CSVImportForm
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success_url = reverse_lazy('prospect-list')
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def form_valid(self, form):
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csv_file = TextIOWrapper(
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form.cleaned_data['csv_file'].file,
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encoding='utf-8-sig' # Handle potential BOM in CSV
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)
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reader = csv.reader(csv_file, delimiter=';') # Using semicolon delimiter
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# Skip header if exists
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next(reader, None)
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created_count = 0
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updated_count = 0
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error_count = 0
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for row in reader:
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try:
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if len(row) < 10: # Ensure we have enough columns
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continue
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# Extract data from correct columns
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entity_name = row[0].strip()
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last_name = row[1].strip()
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first_name = row[2].strip()
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email = row[3].strip()
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phone = row[4].strip()
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zip_code = row[8].strip()
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city = row[9].strip()
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# Try to update existing prospect or create new one
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prospect, created = Prospect.objects.update_or_create(
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email=email, # Use email as unique identifier
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defaults={
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'entity_name': entity_name,
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'first_name': first_name,
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'last_name': last_name,
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'phone': phone,
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'zip_code': zip_code,
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'city': city,
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'modified_by': self.request.user,
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}
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)
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if created:
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prospect.created_by = self.request.user
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prospect.save()
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created_count += 1
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else:
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updated_count += 1
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except Exception as e:
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error_count += 1
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messages.error(
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self.request,
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f"Error processing row with email {email}: {str(e)}"
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)
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# Add success message
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messages.success(
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self.request,
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f"Import completed: {created_count} created, {updated_count} updated, {error_count} errors"
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)
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return super().form_valid(form)
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class SendBulkEmailView(CRMAccessMixin, FormView):
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template_name = 'crm/send_bulk_email.html'
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form_class = BulkEmailForm
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success_url = reverse_lazy('crm:prospect-list')
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def form_valid(self, form):
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prospects = form.cleaned_data['prospects']
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subject = form.cleaned_data['subject']
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content = form.cleaned_data['content']
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# Create Event for this email campaign
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event = Event.objects.create(
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date=datetime.now(),
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type=EventType.MAILING,
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description=f"Bulk email: {subject}",
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status='COMPLETED',
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created_by=self.request.user,
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modified_by=self.request.user
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)
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event.prospects.set(prospects)
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# Send emails
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success_count, error_count = send_bulk_email(
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subject=subject,
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content=content,
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prospects=prospects
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)
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# Show result message
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messages.success(
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self.request,
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f"Sent {success_count} emails successfully. {error_count} failed."
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)
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return super().form_valid(form)
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