wbcrm 2.2.1__py2.py3-none-any.whl

wbcrm/viewsets/display/activities.py

@@ -0,0 +1,443 @@
+from typing import Optional
+
+from django.utils.translation import gettext as _
+from django.utils.translation import pgettext
+from wbcore.contrib.color.enums import WBColor
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display.instance_display import (
+    Display,
+    Inline,
+    Layout,
+    Page,
+    Section,
+    Style,
+    create_simple_display,
+)
+from wbcore.metadata.configs.display.instance_display.operators import default
+from wbcore.metadata.configs.display.view_config import DisplayViewConfig
+from wbcrm.models import Activity
+
+
+def get_activity_legend() -> list[dp.Legend]:
+    """Dynamically creates the activity legend based on the activity status enum"""
+
+    legend_items = []
+    for status, color in Activity.Status.get_color_map():
+        legend_items.append(dp.LegendItem(icon=color, label=status.label, value=status.value))
+    return [dp.Legend(key="status", items=legend_items)]
+
+
+def get_activity_list_formatting() -> list[dp.Formatting]:
+    """Dynamically creates the activity list formatting based on the activity status enum"""
+
+    formatting_rules = []
+    for status, color in Activity.Status.get_color_map():
+        formatting_rules.append(dp.FormattingRule(condition=("==", status.name), style={"backgroundColor": color}))
+
+    return [dp.Formatting(column="status", formatting_rules=formatting_rules)]
+
+
+class ActivityTypeDisplay(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(key="title", label=_("Title")),
+                dp.Field(key="icon", label=_("Icon")),
+                dp.Field(key="color", label=_("Color")),
+                dp.Field(key="score", label=_("Multiplier")),
+                dp.Field(key="default", label=_("Is Default")),
+            ]
+        )
+
+    def get_instance_display(self) -> Display:
+        return create_simple_display([["default", "."], ["title", "score"], ["color", "icon"]])
+
+
+class ActivityDisplay(DisplayViewConfig):
+    @classmethod
+    def _get_activity_instance_display(cls, instance: Activity) -> Display:
+        """Returns an activity instance's display
+
+        Args:
+            instance: The activity instance that will be displayed
+
+        Returns:
+            Display: The display instance
+        """
+
+        participants_section = Section(
+            key="participants_section",
+            collapsible=False,
+            title=_("Participants"),
+            display=Display(
+                pages=[
+                    Page(
+                        title=_("Participants"),
+                        layouts={
+                            default(): Layout(
+                                grid_template_areas=[["participants_table"]],
+                                inlines=[Inline(key="participants_table", endpoint="activity_participants_table")],
+                            )
+                        },
+                    ),
+                ]
+            ),
+        )
+
+        if instance.status == Activity.Status.PLANNED:
+            display = Display(
+                pages=[
+                    Page(
+                        title=_("Main Information"),
+                        layouts={
+                            default(): Layout(
+                                grid_template_areas=[
+                                    [
+                                        "status",
+                                        "status",
+                                        "participants_section",
+                                        "participants_section",
+                                    ],
+                                    [
+                                        "title",
+                                        "type",
+                                        "participants_section",
+                                        "participants_section",
+                                    ],
+                                    [
+                                        "period",
+                                        "all_day",
+                                        "participants_section",
+                                        "participants_section",
+                                    ],
+                                    [
+                                        "participants",
+                                        "groups",
+                                        "participants_section",
+                                        "participants_section",
+                                    ],
+                                    [
+                                        "companies",
+                                        "disable_participant_check",
+                                        "participants_section",
+                                        "participants_section",
+                                    ],
+                                    [
+                                        "description",
+                                        "description",
+                                        "result",
+                                        "result",
+                                    ],
+                                    ["summary", "summary", "summary", "summary"],
+                                ],
+                                grid_auto_columns="1fr",
+                                grid_auto_rows=Style.MIN_CONTENT,
+                                sections=(participants_section,),
+                            ),
+                        },
+                    ),
+                    Page(
+                        title=_("Recurrence"),
+                        layouts={
+                            default(): Layout(grid_template_areas=[["propagate_for_all_children", "repeat_choice"]])
+                        },
+                    ),
+                    Page(
+                        title=_("Additional Information"),
+                        layouts={
+                            default(): Layout(
+                                grid_template_areas=[
+                                    [
+                                        "assigned_to",
+                                        "assigned_to",
+                                        "reminder_choice",
+                                        "visibility",
+                                    ],
+                                    ["conference_room", "online_meeting", "location", "importance"],
+                                    [
+                                        "created",
+                                        "edited",
+                                        ".",
+                                        ".",
+                                    ],
+                                ],
+                                grid_template_columns=[
+                                    "minmax(min-content, 1fr)",
+                                    "minmax(min-content, 1fr)",
+                                    "minmax(min-content, 2fr)",
+                                    "minmax(min-content, 2fr)",
+                                ],
+                                grid_auto_rows=Style.MIN_CONTENT,
+                            )
+                        },
+                    ),
+                ]
+            )
+        else:
+            display = Display(
+                pages=[
+                    Page(
+                        title=_("Main Information"),
+                        layouts={
+                            default(): Layout(
+                                grid_template_areas=[
+                                    [
+                                        "status",
+                                        ".",
+                                    ],
+                                    [
+                                        "title",
+                                        "type",
+                                    ],
+                                    [
+                                        "period",
+                                        "all_day",
+                                    ],
+                                    [
+                                        "participants",
+                                        "groups",
+                                    ],
+                                    [
+                                        "companies",
+                                        "disable_participant_check",
+                                    ],
+                                    [
+                                        "description",
+                                        "description" if instance.status == Activity.Status.CANCELLED else "result",
+                                    ],
+                                    ["summary", "summary"],
+                                ],
+                                grid_auto_columns="1fr",
+                                grid_auto_rows=Style.MIN_CONTENT,
+                            ),
+                        },
+                    ),
+                    Page(
+                        title=_("Participant Information"),
+                        layouts={
+                            default(): Layout(
+                                grid_template_areas=[["participants_section"]], sections=(participants_section,)
+                            )
+                        },
+                    ),
+                    Page(
+                        title=_("Recurrence"),
+                        layouts={default(): Layout(grid_template_areas=[["propagate_for_all_children"]])},
+                    ),
+                    Page(
+                        title=_("Additional Information"),
+                        layouts={
+                            default(): Layout(
+                                grid_template_areas=[
+                                    [
+                                        "assigned_to",
+                                        "assigned_to",
+                                        "reminder_choice",
+                                        "visibility",
+                                    ],
+                                    ["conference_room", "online_meeting", "location", "importance"],
+                                    [
+                                        "created",
+                                        "edited",
+                                        ".",
+                                        ".",
+                                    ],
+                                ],
+                                grid_template_columns=[
+                                    "minmax(min-content, 1fr)",
+                                    "minmax(min-content, 1fr)",
+                                    "minmax(min-content, 2fr)",
+                                    "minmax(min-content, 2fr)",
+                                ],
+                                grid_auto_rows=Style.MIN_CONTENT,
+                            )
+                        },
+                    ),
+                ]
+            )
+
+        return display
+
+    @classmethod
+    def _get_new_activity_instance_display(cls) -> Display:
+        """Returns the display for creating a new activity
+
+        Returns:
+            Display: The display instance
+        """
+
+        new_recurrence_section = Section(
+            key="new_recurrence_section",
+            collapsible=False,
+            title=_("Repeat Until"),
+            display=Display(
+                pages=[
+                    Page(
+                        title=_("Repeat Until"),
+                        layouts={
+                            default(): Layout(
+                                grid_template_areas=[["recurrence_end", "recurrence_count", "."]],
+                                grid_template_columns=[
+                                    "minmax(min-content, 1fr)",
+                                    "minmax(min-content, 1fr)",
+                                    "minmax(min-content, 2fr)",
+                                ],
+                                grid_auto_rows=Style.MIN_CONTENT,
+                            )
+                        },
+                    ),
+                ]
+            ),
+        )
+
+        return Display(
+            pages=[
+                Page(
+                    title=_("Main Information"),
+                    layouts={
+                        default(): Layout(
+                            grid_template_areas=[
+                                [
+                                    "title",
+                                    "type",
+                                ],
+                                [
+                                    "period",
+                                    "all_day",
+                                ],
+                                [
+                                    "participants",
+                                    "groups",
+                                ],
+                                [
+                                    "companies",
+                                    "disable_participant_check",
+                                ],
+                                [
+                                    "description",
+                                    "result",
+                                ],
+                            ],
+                            grid_auto_columns="1fr",
+                            grid_auto_rows=Style.MIN_CONTENT,
+                        ),
+                    },
+                ),
+                Page(
+                    title=_("Recurrence"),
+                    layouts={
+                        default(): Layout(
+                            grid_template_areas=[
+                                ["repeat_choice", "."],
+                                ["new_recurrence_section", "new_recurrence_section"],
+                            ],
+                            grid_template_columns=["minmax(min-content, 1fr)", "minmax(min-content, 3fr)"],
+                            grid_auto_rows=Style.MIN_CONTENT,
+                            sections=(new_recurrence_section,),
+                        )
+                    },
+                ),
+                Page(
+                    title=_("Additional Information"),
+                    layouts={
+                        default(): Layout(
+                            grid_template_areas=[
+                                [
+                                    "assigned_to",
+                                    "assigned_to",
+                                    "reminder_choice",
+                                    "visibility",
+                                ],
+                                ["conference_room", "online_meeting", "location", "importance"],
+                            ],
+                            grid_template_columns=[
+                                "minmax(min-content, 1fr)",
+                                "minmax(min-content, 1fr)",
+                                "minmax(min-content, 2fr)",
+                                "minmax(min-content, 2fr)",
+                            ],
+                            grid_auto_rows=Style.MIN_CONTENT,
+                        )
+                    },
+                ),
+            ]
+        )
+
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(key="heat", label=_("Sentiment"), width=75),
+                dp.Field(key="type", label=_("Type")),
+                dp.Field(key="title", label=_("Title")),
+                dp.Field(key="summary", label=_("Summary")),
+                dp.Field(key="period", label=_("Period")),
+                dp.Field(key="participants", label=_("Participants")),
+                dp.Field(key="companies", label=_("Companies")),
+                dp.Field(key="groups", label=_("Groups")),
+                dp.Field(key="edited", label=_("Edited")),
+                dp.Field(key="created", label=pgettext("As a table header", "Created")),
+                dp.Field(key="description", label=_("Description")),
+                dp.Field(key="result", label=pgettext("As a table header", "Review")),
+                dp.Field(key="latest_reviewer", label=_("Latest Reviewer")),
+            ],
+            legends=get_activity_legend(),
+            formatting=get_activity_list_formatting(),
+        )
+
+    def get_instance_display(self) -> Display:
+        return (
+            self._get_activity_instance_display(self.view.get_object())
+            if "pk" in self.view.kwargs
+            else self._get_new_activity_instance_display()
+        )
+
+
+class ActivityParticipantDisplayConfig(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(key="participant", label=_("Participant")),
+                dp.Field(key="participation_status", label=_("Participation Status")),
+                dp.Field(key="status_changed", label=_("Status Changed")),
+                dp.Field(key="position", label=_("Position")),
+                dp.Field(key="primary_email", label=_("Primary Email")),
+                dp.Field(key="primary_telephone", label=_("Primary Phone Number")),
+            ],
+            legends=[
+                dp.Legend(
+                    key="is_occupied_filter",
+                    items=[
+                        dp.LegendItem(
+                            icon=WBColor.GREEN_LIGHT.value,
+                            label=_("Is Available"),
+                            value=False,
+                        ),
+                        dp.LegendItem(
+                            icon=WBColor.RED_LIGHT.value,
+                            label=_("Is Occupied"),
+                            value=True,
+                        ),
+                    ],
+                )
+            ],
+            formatting=[
+                dp.Formatting(
+                    column="is_occupied",
+                    formatting_rules=[
+                        dp.FormattingRule(
+                            style={"backgroundColor": WBColor.GREEN_LIGHT.value},
+                            condition=("==", False),
+                        ),
+                        dp.FormattingRule(
+                            style={"backgroundColor": WBColor.RED_LIGHT.value},
+                            condition=("==", True),
+                        ),
+                    ],
+                )
+            ],
+        )
+
+    def get_instance_display(self) -> Display:
+        return create_simple_display(
+            [["participation_status", "participation_status"], ["participant", "customer_status"]]
+        )

wbcrm/viewsets/display/groups.py

@@ -0,0 +1,22 @@
+from typing import Optional
+
+from django.utils.translation import gettext as _
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display.instance_display import Display
+from wbcore.metadata.configs.display.instance_display.shortcuts import (
+    create_simple_display,
+)
+from wbcore.metadata.configs.display.view_config import DisplayViewConfig
+
+
+class GroupModelDisplay(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=(
+                dp.Field(key="title", label=_("Name")),
+                dp.Field(key="members", label=_("Members")),
+            ),
+        )
+
+    def get_instance_display(self) -> Display:
+        return create_simple_display([["title"], ["members"]])

wbcrm/viewsets/display/products.py

@@ -0,0 +1,105 @@
+from typing import Optional
+
+from django.utils.translation import gettext as _
+from wbcore.contrib.directory.viewsets.display import CompanyModelDisplay
+from wbcore.dispatch import receiver_all_subclasses
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display import add_display_pages
+from wbcore.metadata.configs.display.instance_display import (
+    Display,
+    Inline,
+    Layout,
+    Page,
+    Section,
+    Style,
+)
+from wbcore.metadata.configs.display.instance_display.shortcuts import (
+    create_simple_display,
+    default,
+)
+from wbcore.metadata.configs.display.view_config import DisplayViewConfig
+
+
+class ProductDisplay(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=(
+                dp.Field(key="title", label=_("Title")),
+                dp.Field(key="is_competitor", label=_("Is Competitor")),
+                dp.Field(key="prospects", label=_("Prospects")),
+            )
+        )
+
+    def get_instance_display(self) -> Display:
+        return Display(
+            pages=[
+                Page(
+                    layouts={
+                        default(): Layout(
+                            grid_template_areas=[["title", "is_competitor", "prospects"]],
+                            grid_template_columns=[
+                                "minmax(min-content, 0.5fr)",
+                                "minmax(min-content, 1fr)",
+                                "minmax(min-content, 1fr)",
+                            ],
+                            grid_auto_rows=Style.MIN_CONTENT,
+                            column_gap=Style.rem(6),
+                        ),
+                    },
+                ),
+            ]
+        )
+
+
+class ProductCompanyRelationshipDisplay(DisplayViewConfig):
+    def get_list_display(self) -> Optional[dp.ListDisplay]:
+        return dp.ListDisplay(
+            fields=(
+                dp.Field(key="product", label=_("Product")),
+                dp.Field(key="competitor_product", label=_("Is Competitor")),
+            )
+        )
+
+    def get_instance_display(self) -> Display:
+        return create_simple_display([["product"]])
+
+
+@receiver_all_subclasses(add_display_pages, sender=CompanyModelDisplay)
+def add_interested_product_page(sender, *args, **kwargs):
+    return [
+        Page(
+            title=_("Interests"),
+            layouts={
+                default(): Layout(
+                    grid_template_areas=[["interested_products_section"]],
+                    grid_auto_columns="minmax(min-content, 1fr)",
+                    grid_auto_rows=Style.MIN_CONTENT,
+                    sections=[
+                        Section(
+                            key="interested_products_section",
+                            title=_("Interested Products"),
+                            collapsible=False,
+                            display=Display(
+                                pages=[
+                                    Page(
+                                        title=_("Interested Products"),
+                                        layouts={
+                                            default(): Layout(
+                                                grid_template_areas=[["interested_products_table"]],
+                                                inlines=[
+                                                    Inline(
+                                                        key="interested_products_table",
+                                                        endpoint="interested_products",
+                                                    )
+                                                ],
+                                            )
+                                        },
+                                    ),
+                                ]
+                            ),
+                        )
+                    ],
+                ),
+            },
+        )
+    ]

wbcrm/viewsets/endpoints/__init__.py

@@ -0,0 +1,8 @@
+from .accounts import (
+    AccountRoleAccountEndpointConfig,
+    ChildAccountAccountEndpointConfig,
+    InheritedAccountRoleAccountEndpointConfig,
+)
+from .activities import ActivityEndpointConfig, ActivityParticipantModelEndpointConfig
+from .groups import GroupEndpointConfig
+from .products import ProductCompanyRelationshipEndpointConfig

wbcrm/viewsets/endpoints/accounts.py

@@ -0,0 +1,32 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class ChildAccountAccountEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbcrm:account-childaccount-list",
+            args=[self.view.kwargs["account_id"]],
+            request=self.request,
+        )
+
+
+class AccountRoleAccountEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbcrm:account-accountrole-list",
+            args=[self.view.kwargs["account_id"]],
+            request=self.request,
+        )
+
+
+class InheritedAccountRoleAccountEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return None
+
+    def get_list_endpoint(self, **kwargs):
+        return reverse(
+            "wbcrm:account-inheritedrole-list",
+            args=[self.view.kwargs["account_id"]],
+            request=self.request,
+        )

wbcrm/viewsets/endpoints/activities.py

@@ -0,0 +1,30 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class ActivityEndpointConfig(EndpointViewConfig):
+    def get_create_endpoint(self, **kwargs):
+        user_id = self.request.user.profile.id
+        base_url = "wbcrm:activity-list"
+        filter_url = f"?participants={user_id}"
+
+        if participants := self.request.GET.get("participants", None):
+            filter_url += f",{participants}"
+        if companies := self.request.GET.get("companies", None):
+            filter_url += f"&companies={companies}"
+        return f"{reverse(base_url, args=[], request=self.request)}{filter_url}"
+
+    def get_delete_endpoint(self, **kwargs):
+        if "pk" in self.view.kwargs and (self.view.is_private_for_user or self.view.is_confidential_for_user):
+            return None
+        return super().get_delete_endpoint(**kwargs)
+
+
+class ActivityParticipantModelEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse("wbcrm:activity-participant-list", args=[self.view.kwargs["activity_id"]], request=self.request)
+
+    def get_create_endpoint(self, **kwargs):
+        if "activity_id" in self.view.kwargs:
+            return f"{super().get_create_endpoint(**kwargs)}?activity_id={self.view.kwargs['activity_id']}"
+        return super().get_create_endpoint(**kwargs)

wbcrm/viewsets/endpoints/groups.py

@@ -0,0 +1,7 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class GroupEndpointConfig(EndpointViewConfig):
+    def get_pre_change_endpoint(self, pk):
+        return reverse("wbcrm:group-pre-change", args=[pk], request=self.request)

wbcrm/viewsets/endpoints/products.py

@@ -0,0 +1,9 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class ProductCompanyRelationshipEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbcrm:company-interestedproduct-list", args=[self.view.kwargs["company_id"]], request=self.request
+        )