fix the lead assigned and lead tracking qs

inventory/models.py

@@ -38,6 +38,7 @@ from django_ledger.models import (
 )
 from django.contrib.contenttypes.fields import GenericForeignKey
 from django.contrib.contenttypes.models import ContentType
+from django.core.serializers.json import DjangoJSONEncoder
 from appointment.models import StaffMember
 from plans.quota import get_user_quota
 from plans.models import UserPlan
@@ -2859,4 +2860,58 @@ class PoItemsUploaded(models.Model):
     )
     status = models.CharField(max_length=100, null=True, blank=True)
     created_at = models.DateTimeField(auto_now_add=True)
-    updated_at = models.DateTimeField(auto_now=True)
+    updated_at = models.DateTimeField(auto_now=True)
+
+class ExtraInfo(models.Model):
+    """
+    Stores additional information for any model with:
+    - Multiple generic relationships
+    - JSON data storage
+    - Tracking fields
+    """
+    # Primary GenericForeignKey (main linked object)
+    content_type = models.ForeignKey(
+        ContentType,
+        on_delete=models.CASCADE,
+        related_name="extra_info_primary"
+    )
+    object_id = models.PositiveIntegerField()
+    content_object = GenericForeignKey('content_type', 'object_id')
+
+    # Secondary GenericForeignKey (optional additional link)
+    related_content_type = models.ForeignKey(
+        ContentType,
+        on_delete=models.SET_NULL,
+        null=True,
+        blank=True,
+        related_name="extra_info_secondary"
+    )
+    related_object_id = models.PositiveIntegerField(null=True, blank=True)
+    related_object = GenericForeignKey('related_content_type', 'related_object_id')
+
+    # JSON Data Storage
+    data = models.JSONField(
+        encoder=DjangoJSONEncoder,
+        default=dict,
+        blank=True
+    )
+
+    # Metadata
+    created_at = models.DateTimeField(auto_now_add=True)
+    updated_at = models.DateTimeField(auto_now=True)
+    created_by = models.ForeignKey(
+        User,
+        on_delete=models.SET_NULL,
+        null=True,
+        related_name="created_extra_info"
+    )
+
+    class Meta:
+        indexes = [
+            models.Index(fields=['content_type', 'object_id']),
+            models.Index(fields=['related_content_type', 'related_object_id']),
+        ]
+        verbose_name_plural = "Extra Info"
+
+    def __str__(self):
+        return f"ExtraInfo for {self.content_object} ({self.content_type})"

inventory/signals.py

@@ -15,7 +15,8 @@ from django_ledger.models import (
     TransactionModel,
     LedgerModel,
     AccountModel,
-    PurchaseOrderModel
+    PurchaseOrderModel,
+    EstimateModel
 )
 from . import models
 from django.utils.timezone import now
@@ -977,23 +978,41 @@ def sale_order_created_notification(sender, instance, created, **kwargs):
 @receiver(post_save, sender=models.Lead)
 def lead_created_notification(sender, instance, created, **kwargs):
     if created:
-        models.Notification.objects.create(
+        if instance.staff:
-            user=instance.staff.user,
+            models.Notification.objects.create(
-            message=f"""
+                user=instance.staff.user,
-            New Lead has been added.
+                message=f"""
-            <a href="{reverse('lead_detail',kwargs={'dealer_slug':instance.dealer.slug,'slug':instance.slug})}" target="_blank">View</a>
+                New Lead has been added.
-            """,
+                <a href="{reverse('lead_detail',kwargs={'dealer_slug':instance.dealer.slug,'slug':instance.slug})}" target="_blank">View</a>
-        )
+                """,
-@receiver(post_save, sender=models.Lead)
+            )
-def estimate__notification(sender, instance, created, **kwargs):
+@receiver(post_save, sender=EstimateModel)
-    if created:
+def estimate_in_review_notification(sender, instance, created, **kwargs):
-        models.Notification.objects.create(
+    if instance.is_review():
-            user=instance.staff.user,
+        recipients = models.CustomGroup.objects.filter(dealer=instance.dealer,name="Manager").first().group.user_set.exclude(email=instance.dealer.user.email)
-            message=f"""
+        dealer = models.Dealer.objects.get(entity=instance.entity)
-            New Lead has been added.
+        for recipient in recipients:
-            <a href="{reverse('lead_detail',kwargs={'dealer_slug':instance.dealer.slug,'slug':instance.slug})}" target="_blank">View</a>
+            models.Notification.objects.create(
-            """,
+                user=recipient,
-        )
+                message=f"""
+                Estimate {instance.estimate_number} is in review.
+                Please review and approve it at your earliest convenience.
+                <a href="{reverse('estimate_detail', kwargs={'dealer_slug': dealer.slug, 'pk': instance.pk})}" target="_blank">View</a>
+                """)
+
+@receiver(post_save, sender=EstimateModel)
+def estimate_in_approve_notification(sender, instance, created, **kwargs):
+    if instance.is_approved():
+        recipients = models.CustomGroup.objects.filter(dealer=instance.dealer,name="Manager").first().group.user_set.exclude(email=instance.dealer.user.email)
+        dealer = models.Dealer.objects.get(entity=instance.entity)
+        for recipient in recipients:
+            models.Notification.objects.create(
+                user=recipient,
+                message=f"""
+                Estimate {instance.estimate_number} is in review.
+                Please review and approve it at your earliest convenience.
+                <a href="{reverse('estimate_detail', kwargs={'dealer_slug': dealer.slug, 'pk': instance.pk})}" target="_blank">View</a>
+                """)
 
 # @receiver(post_save, sender=models.Lead)
 # def lead_created_notification(sender, instance, created, **kwargs):

inventory/views.py

@@ -5531,10 +5531,11 @@ def lead_create(request,dealer_slug):
             is_sa_import=True, pk__in=dealer_make_list
         )
         form.fields["staff"].queryset = form.fields["staff"].queryset.filter(
-            dealer=dealer,staff_member__user__groups__name__contains="Sales")
+            dealer=dealer,staff_member__user__groups__permissions__codename__contains="add_lead")
         # form.fields["staff"].queryset = form.fields["staff"].queryset.filter(
         #     dealer=dealer
         # )
+        print(form.fields["staff"].queryset)
 
         if hasattr(request.user.staffmember, "staff"):
             form.initial["staff"] = request.user.staffmember.staff