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update lead

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This commit is contained in:
gitea 2025-02-06 08:34:23 +00:00
parent 5cff4678ad
commit df148e03ad
10 changed files with 161 additions and 40 deletions
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4
inventory/forms.py
View File

@ -653,9 +653,7 @@ class LeadForm(forms.ModelForm):
'email',
'phone_number',
'address',
'id_car_make',
'id_car_model',
'year',
'car',
'source',
'channel',
'staff',

18
inventory/migrations/0008_schedule_status.py Normal file
View File

@ -0,0 +1,18 @@
# Generated by Django 4.2.17 on 2025-02-05 09:43
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('inventory', '0007_schedule_scheduled_type'),
]
operations = [
migrations.AddField(
model_name='schedule',
name='status',
field=models.CharField(choices=[('Scheduled', 'Scheduled'), ('Completed', 'Completed'), ('Canceled', 'Canceled')], default='Scheduled', max_length=200),
),
]

21
inventory/migrations/0009_alter_opportunity_customer.py Normal file
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@ -0,0 +1,21 @@
# Generated by Django 4.2.17 on 2025-02-05 10:00
from django.conf import settings
from django.db import migrations, models
import django.db.models.deletion
class Migration(migrations.Migration):
dependencies = [
migrations.swappable_dependency(settings.DJANGO_LEDGER_CUSTOMER_MODEL),
('inventory', '0008_schedule_status'),
]
operations = [
migrations.AlterField(
model_name='opportunity',
name='customer',
field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='opportunities', to=settings.DJANGO_LEDGER_CUSTOMER_MODEL),
),
]

27
inventory/migrations/0010_remove_lead_id_car_make_remove_lead_id_car_model_and_more.py Normal file
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@ -0,0 +1,27 @@
# Generated by Django 4.2.17 on 2025-02-05 10:05
from django.db import migrations, models
import django.db.models.deletion
class Migration(migrations.Migration):
dependencies = [
('inventory', '0009_alter_opportunity_customer'),
]
operations = [
migrations.RemoveField(
model_name='lead',
name='id_car_make',
),
migrations.RemoveField(
model_name='lead',
name='id_car_model',
),
migrations.AddField(
model_name='lead',
name='car',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.DO_NOTHING, to='inventory.car', verbose_name='Car'),
),
]

25
inventory/migrations/0011_remove_lead_year_alter_schedule_customer.py Normal file
View File

@ -0,0 +1,25 @@
# Generated by Django 4.2.17 on 2025-02-05 10:17
from django.conf import settings
from django.db import migrations, models
import django.db.models.deletion
class Migration(migrations.Migration):
dependencies = [
migrations.swappable_dependency(settings.DJANGO_LEDGER_CUSTOMER_MODEL),
('inventory', '0010_remove_lead_id_car_make_remove_lead_id_car_model_and_more'),
]
operations = [
migrations.RemoveField(
model_name='lead',
name='year',
),
migrations.AlterField(
model_name='schedule',
name='customer',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='schedules', to=settings.DJANGO_LEDGER_CUSTOMER_MODEL),
),
]

55
inventory/models.py
View File

@ -1096,23 +1096,26 @@ class Lead(models.Model):
CustomerModel, on_delete=models.CASCADE, related_name="leads",
null=True,blank=True
)
id_car_make = models.ForeignKey(
CarMake,
on_delete=models.DO_NOTHING,
blank=True,
null=True,
verbose_name=_("Make"),
)
id_car_model = models.ForeignKey(
CarModel,
on_delete=models.DO_NOTHING,
blank=True,
null=True,
verbose_name=_("Model"),
)
year = models.PositiveSmallIntegerField(
verbose_name=_("Year"), blank=True, null=True
car = models.ForeignKey(
Car, on_delete=models.DO_NOTHING, blank=True, null=True, verbose_name=_("Car")
)
# id_car_make = models.ForeignKey(
# CarMake,
# on_delete=models.DO_NOTHING,
# blank=True,
# null=True,
# verbose_name=_("Make"),
# )
# id_car_model = models.ForeignKey(
# CarModel,
# on_delete=models.DO_NOTHING,
# blank=True,
# null=True,
# verbose_name=_("Model"),
# )
# year = models.PositiveSmallIntegerField(
# verbose_name=_("Year"), blank=True, null=True
# )
source = models.CharField(
max_length=50, choices=Sources.choices, verbose_name=_("Source")
)
@ -1164,16 +1167,14 @@ class Lead(models.Model):
"email": str(self.email),
"address": str(self.address),
"phone_number": str(self.phone_number),
"id_car_make": str(self.id_car_make.name),
"id_car_model": str(self.id_car_model.name),
"year": str(self.year),
"car": self.car.to_dict(),
"created_at": str(self.created.strftime("%Y-%m-%d")),
}
@property
def full_name(self):
return f"{self.first_name} {self.last_name}"
def convert_to_customer(self,entity):
if entity and not CustomerModel.objects.filter(email=self.email).exists():
if entity and not entity.get_customers().filter(email=self.email).exists():
customer = entity.create_customer(
customer_model_kwargs={
"customer_name": self.full_name,
@ -1184,8 +1185,8 @@ class Lead(models.Model):
)
customer.additional_info = {}
customer.additional_info.update({"info":self.to_dict()})
self.customer = customer
customer.save()
self.customer = customer
self.save()
def get_latest_schedule(self):
@ -1205,19 +1206,25 @@ class Schedule(models.Model):
('Meeting', 'Meeting'),
('Email', 'Email'),
]
ScheduleStatusChoices = [
('Scheduled', 'Scheduled'),
('Completed', 'Completed'),
('Canceled', 'Canceled'),
]
lead = models.ForeignKey(Lead, on_delete=models.CASCADE, related_name='schedules')
customer = models.ForeignKey(CustomerModel, on_delete=models.CASCADE, related_name='schedules')
customer = models.ForeignKey(CustomerModel, on_delete=models.CASCADE, related_name='schedules',null=True,blank=True)
scheduled_by = models.ForeignKey(Staff, on_delete=models.CASCADE)
purpose = models.CharField(max_length=200, choices=PURPOSE_CHOICES)
scheduled_at = models.DateTimeField()
scheduled_type = models.CharField(max_length=200, choices=ScheduledType,default='Call')
notes = models.TextField(blank=True, null=True)
status = models.CharField(max_length=200, choices=ScheduleStatusChoices, default='Scheduled')
created_at = models.DateTimeField(auto_now_add=True)
updated_at = models.DateTimeField(auto_now=True)
def __str__(self):
return f"Scheduled {self.purpose} with {self.customer.customer_name} on {self.scheduled_at}"
def schedule_past_date(self):
if self.scheduled_at < timezone.now():
return True
@ -1260,7 +1267,7 @@ class Opportunity(models.Model):
Dealer, on_delete=models.CASCADE, related_name="opportunities"
)
customer = models.ForeignKey(
Customer, on_delete=models.CASCADE, related_name="opportunities"
CustomerModel, on_delete=models.CASCADE, related_name="opportunities"
)
car = models.ForeignKey(
Car, on_delete=models.SET_NULL, null=True, blank=True, verbose_name=_("Car")

5
inventory/urls.py
View File

@ -116,6 +116,11 @@ urlpatterns = [
views.OpportunityCreateView.as_view(),
name="opportunity_create",
),
path(
"crm/opportunities/<int:pk>/create/",
views.OpportunityCreateView.as_view(),
name="opportunity_create",
),
path(
"crm/opportunities/<int:pk>/",
views.OpportunityDetailView.as_view(),

21
inventory/views.py
View File

@ -2978,9 +2978,13 @@ def add_note_to_lead(request, pk):
def lead_convert(request, pk):
lead = get_object_or_404(models.Lead, pk=pk)
dealer = get_user_type(request)
if lead.is_converted:
messages.error(request, "Lead is already converted to customer.")
return redirect("opportunity_create",pk=lead.pk)
lead.convert_to_customer(dealer.entity)
messages.success(request, "Lead converted to customer successfully!")
return redirect("lead_list")
return redirect("opportunity_create",pk=lead.pk)
def schedule_lead(request, pk):
lead = get_object_or_404(models.Lead, pk=pk)
@ -2988,8 +2992,7 @@ def schedule_lead(request, pk):
form = forms.ScheduleForm(request.POST)
if form.is_valid():
instance = form.save(commit=False)
instance.lead = lead
instance.customer = lead.customer
instance.lead = lead
if hasattr(request.user, "staff"):
instance.scheduled_by = request.user.staff
instance.save()
@ -3067,10 +3070,16 @@ class OpportunityCreateView(CreateView):
def get_context_data(self, **kwargs):
context = super().get_context_data(**kwargs)
dealer = get_user_type(self.request)
context["customer"] = models.Customer.objects.filter(dealer=dealer)
context["cars"] = models.Car.objects.filter(dealer=dealer)
return context
def get_initial(self):
initial = super().get_initial()
if self.kwargs.get('pk',None):
lead = models.Lead.objects.get(pk=self.kwargs.get('pk'))
initial['customer'] = lead.customer
initial['car'] = lead.car
return initial
def form_valid(self, form):
dealer = get_user_type(self.request)
form.instance.dealer = dealer

19
templates/crm/leads/lead_list.html
View File

@ -72,7 +72,7 @@
<div class="d-flex align-items-center bg-info-subtle rounded me-2"><span class="text-info-dark" data-feather="database"></span></div>
<span>{{ _("Source")|capfirst }}</span>
</div>
</th>``
</th>
<th class="align-middle white-space-nowrap text-uppercase" scope="col" style="width: 10%;">
<div class="d-inline-flex flex-center">
<div class="d-flex align-items-center bg-warning-subtle rounded me-2"><span class="text-warning-dark" data-feather="grid"></span></div>
@ -135,19 +135,26 @@
</div>
</td>
<td class="align-middle white-space-nowrap fw-semibold"><a class="text-body-highlight" href="">{{ lead.id_car_make.get_local_name }} - {{ lead.id_car_model.get_local_name }} {{ lead.year }}</a></td>
<td class="align-middle white-space-nowrap fw-semibold"><a class="text-body-highlight" href="">{{ lead.car.id_car_make.get_local_name }} - {{ lead.car.id_car_model.get_local_name }} {{ lead.year }}</a></td>
<td class="align-middle white-space-nowrap fw-semibold"><a class="text-body-highlight" href="">{{ lead.email }}</a></td>
<td class="align-middle white-space-nowrap fw-semibold"><a class="text-body-highlight" href="tel:{{ lead.phone_number }}">{{ lead.phone_number }}</a></td>
<td class="align-middle white-space-nowrap fw-semibold">
{% if lead.get_latest_schedule %}
<span class="text-success" data-feather="calendar"></span> <span class="badge badge-phoenix badge-phoenix-primary text-success fw-semibold">{{ lead.get_latest_schedule.scheduled_type }}</span> <br>
<span class="text-success" data-feather="clock"></span> <span class="badge badge-phoenix badge-phoenix-primary text-success fw-semibold">{{ lead.get_latest_schedule.scheduled_at }}</span>
{% if lead.get_latest_schedule.scheduled_type == "Call" %}
<span class="badge badge-phoenix badge-phoenix-primary text-primary fw-semibold"><span class="text-primary" data-feather="phone"></span>
{{ lead.get_latest_schedule.scheduled_at }}</span>
{% elif lead.get_latest_schedule.scheduled_type == "Meeting" %}
<span class="badge badge-phoenix badge-phoenix-success text-success fw-semibold"><span class="text-success" data-feather="calendar"></span>
{{ lead.get_latest_schedule.scheduled_at }}</span>
{% elif lead.get_latest_schedule.scheduled_type == "Email" %}
<span class="badge badge-phoenix badge-phoenix-warning text-warning fw-semibold"><span class="text-warning" data-feather="email"></span>
{{ lead.get_latest_schedule.scheduled_at }}</span>
{% endif %}
{% endif %}
</td>
<td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 fw-semibold text-body-highlight">{{ lead.staff|upper }}</td>
<td class="align-middle white-space-nowrap fw-semibold text-body-highlight">{{ lead.source|upper }}</td>
<td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 fw-semibold text-body-highlight">{{ lead.channel|upper }}</td>
<td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 text-body-tertiary">{{ lead.created|date }}</td>
<td class="align-middle white-space-nowrap text-body-tertiary text-opacity-85 fw-semibold text-body-highlight">{{ lead.channel|upper }}</td>
<td class="align-middle white-space-nowrap text-end">
<div class="btn-reveal-trigger position-static">
<button

6
templates/crm/opportunities/opportunity_detail.html
View File

@ -36,7 +36,11 @@
</div>
<div class="d-md-flex d-xl-block align-items-center justify-content-between mb-5">
<div class="d-flex align-items-center mb-3 mb-md-0 mb-xl-3">
<div class="avatar avatar-xl me-3"><img class="rounded" src="{{ opportunity.car.id_car_make.logo.url }}" alt="" /></div>
<div class="avatar avatar-xl me-3">
{% if opportunity.car.id_car_make.logo %}
<img class="rounded" src="{{ opportunity.car.id_car_make.logo.url }}" alt="" />
{% endif %}
</div>
<div>
<h5>{{ opportunity.staff.get_local_name}}</h5>
<div class="dropdown"><a class="text-body-secondary dropdown-toggle text-decoration-none dropdown-caret-none" href="#!" data-bs-toggle="dropdown" aria-expanded="false">