wbcrm 2.2.1__py2.py3-none-any.whl

wbcrm/migrations/0002_alter_activity_repeat_choice.py

@@ -0,0 +1,32 @@
+# Generated by Django 4.1.8 on 2023-04-25 11:57
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0001_initial_squashed_squashed_0032_productcompanyrelationship_alter_product_prospects_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="activity",
+            name="repeat_choice",
+            field=models.CharField(
+                choices=[
+                    ("NEVER", "Never"),
+                    ("RRULE:FREQ=DAILY;INTERVAL=1;WKST=MO;BYDAY=MO,TU,WE,TH,FR", "Business Daily"),
+                    ("RRULE:FREQ=DAILY", "Daily"),
+                    ("RRULE:FREQ=WEEKLY", "Weekly"),
+                    ("RRULE:FREQ=WEEKLY;INTERVAL=2", "Bi-Weekly"),
+                    ("RRULE:FREQ=MONTHLY", "Monthly"),
+                    ("RRULE:FREQ=MONTHLY;INTERVAL=3", "Quarterly"),
+                    ("RRULE:FREQ=YEARLY", "Annually"),
+                ],
+                default="NEVER",
+                help_text="Repeat activity at the specified frequency",
+                max_length=56,
+                verbose_name="Recurrence Frequency",
+            ),
+        ),
+    ]

wbcrm/migrations/0003_remove_activity_external_id_and_more.py

@@ -0,0 +1,63 @@
+# Generated by Django 4.1.8 on 2023-04-21 08:27
+
+import django_fsm
+from django.db import migrations, models
+
+
+def move_external_id_in_metadata(apps, schema):
+    Activity = apps.get_model("wbcrm", "Activity")
+    for activity in Activity.objects.filter(external_id__isnull=False):
+        if activity.parent_activity:
+            metadata = {"outlook": {"event_id": activity.external_id}}
+        else:
+            metadata = {"outlook": {"event_uid": activity.external_id}}
+        activity.metadata = metadata
+        activity.save()
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0002_alter_activity_repeat_choice"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="activity",
+            name="exclude_from_propagation",
+            field=models.BooleanField(
+                default=False,
+                help_text="If this is checked, changes will not be propagated on this activity.",
+                verbose_name="Exclude occurrence from propagation?",
+            ),
+        ),
+        migrations.AddField(
+            model_name="activity",
+            name="metadata",
+            field=models.JSONField(blank=True, default=dict),
+        ),
+        migrations.RemoveField(
+            model_name="activity",
+            name="external_id",
+        ),
+        migrations.AlterField(
+            model_name="activityparticipant",
+            name="participation_status",
+            field=django_fsm.FSMField(
+                choices=[
+                    ("CANCELLED", "Cancelled"),
+                    ("MAYBE", "Maybe"),
+                    ("ATTENDS", "Attends"),
+                    ("NOTRESPONDED", "Not Responded"),
+                    ("ATTENDS_DIGITALLY", "Attends Digitally"),
+                ],
+                default="NOTRESPONDED",
+                max_length=50,
+                verbose_name="Participation Status",
+            ),
+        ),
+        migrations.RenameField(
+            model_name="activity",
+            old_name="parent_activity",
+            new_name="parent_occurrence",
+        ),
+    ]

wbcrm/migrations/0004_alter_activity_status.py

@@ -0,0 +1,28 @@
+# Generated by Django 4.1.10 on 2023-08-16 08:16
+
+import django_fsm
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0003_remove_activity_external_id_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="activity",
+            name="status",
+            field=django_fsm.FSMField(
+                choices=[
+                    ("CANCELLED", "Cancelled"),
+                    ("PLANNED", "Planned"),
+                    ("FINISHED", "Finished"),
+                    ("REVIEWED", "Reviewed"),
+                ],
+                default="PLANNED",
+                max_length=50,
+                verbose_name="Status",
+            ),
+        ),
+    ]

wbcrm/migrations/0005_account_accountrole_accountroletype_and_more.py

@@ -0,0 +1,182 @@
+# Generated by Django 4.1.9 on 2023-07-05 16:48
+import django.contrib.postgres.constraints
+import django.contrib.postgres.fields.ranges
+import django.db.models.deletion
+import django_fsm
+import mptt.fields
+import wbcore.utils.strings
+from django.conf import settings
+from django.contrib.postgres.operations import BtreeGistExtension
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+        ("directory", "0004_entry_is_draft_entry"),
+        ("wbcrm", "0004_alter_activity_status"),
+    ]
+
+    operations = [
+        BtreeGistExtension(),
+        migrations.CreateModel(
+            name="Account",
+            fields=[
+                ("reference_id", models.PositiveIntegerField(unique=True)),
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("computed_str", models.CharField(blank=True, max_length=512, null=True, verbose_name="Name")),
+                ("is_active", models.BooleanField(default=True)),
+                ("deletion_datetime", models.DateTimeField(blank=True, null=True)),
+                ("title", models.CharField(max_length=255, verbose_name="Title")),
+                (
+                    "status",
+                    django_fsm.FSMField(
+                        choices=[("PENDING", "Pending"), ("OPEN", "Open"), ("CLOSE", "Close")],
+                        default="CLOSE",
+                        max_length=50,
+                        verbose_name="Status",
+                    ),
+                ),
+                (
+                    "is_terminal_account",
+                    models.BooleanField(
+                        default=False,
+                        help_text="If true, sales or revenue can happen in this account",
+                        verbose_name="Terminal Account",
+                    ),
+                ),
+                (
+                    "is_public",
+                    models.BooleanField(
+                        default=False,
+                        help_text="If True, all internal users can access this account",
+                        verbose_name="Public",
+                    ),
+                ),
+                ("lft", models.PositiveIntegerField(editable=False)),
+                ("rght", models.PositiveIntegerField(editable=False)),
+                ("tree_id", models.PositiveIntegerField(db_index=True, editable=False)),
+                ("level", models.PositiveIntegerField(editable=False)),
+                (
+                    "owner",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="accounts",
+                        to="directory.entry",
+                        verbose_name="Owner",
+                    ),
+                ),
+                (
+                    "parent",
+                    mptt.fields.TreeForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="children",
+                        to="wbcrm.account",
+                        verbose_name="Parent Account",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Account",
+                "verbose_name_plural": "Accounts",
+                "permissions": [("administrate_account", "Administrate Account")],
+            },
+            bases=(wbcore.utils.strings.ReferenceIDMixin, models.Model),
+        ),
+        migrations.CreateModel(
+            name="AccountRole",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("computed_str", models.CharField(blank=True, max_length=512, null=True, verbose_name="Name")),
+                ("weighting", models.FloatField(default=1, verbose_name="Weight")),
+                (
+                    "is_hidden",
+                    models.BooleanField(
+                        default=False,
+                        help_text="If True, this role is hidden and can be seen only by authorized people",
+                        verbose_name="Hidden",
+                    ),
+                ),
+                (
+                    "account",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="roles",
+                        to="wbcrm.account",
+                        verbose_name="Account",
+                    ),
+                ),
+                (
+                    "authorized_hidden_users",
+                    models.ManyToManyField(
+                        blank=True,
+                        help_text="List of users that are allowed to see this hidden account role",
+                        related_name="authorized_hidden_roles",
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="authorized Hidden Users",
+                    ),
+                ),
+                (
+                    "entry",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="account_roles",
+                        to="directory.entry",
+                        verbose_name="Entry",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Account Role",
+                "verbose_name_plural": "Account Roles",
+            },
+        ),
+        migrations.CreateModel(
+            name="AccountRoleType",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("title", models.CharField(max_length=126, verbose_name="Title")),
+                ("key", models.CharField(max_length=126, unique=True)),
+            ],
+        ),
+        migrations.CreateModel(
+            name="AccountRoleValidity",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("timespan", django.contrib.postgres.fields.ranges.DateRangeField(verbose_name="Timespan")),
+                (
+                    "role",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="validity_set",
+                        to="wbcrm.accountrole",
+                        verbose_name="Account Role",
+                    ),
+                ),
+            ],
+        ),
+        migrations.AddField(
+            model_name="accountrole",
+            name="role_type",
+            field=models.ForeignKey(
+                on_delete=django.db.models.deletion.PROTECT,
+                related_name="roles",
+                to="wbcrm.accountroletype",
+                verbose_name="Role Type",
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="accountrolevalidity",
+            constraint=django.contrib.postgres.constraints.ExclusionConstraint(
+                expressions=[("timespan", "&&"), ("role", "=")], name="exclude_overlapping_roles"
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="accountrole",
+            constraint=models.UniqueConstraint(fields=("account", "entry"), name="unique_account_entry_relationship"),
+        ),
+    ]

wbcrm/migrations/0006_alter_activity_location.py

@@ -0,0 +1,17 @@
+# Generated by Django 4.2.7 on 2023-12-20 08:47
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0005_account_accountrole_accountroletype_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="activity",
+            name="location",
+            field=models.CharField(blank=True, max_length=2048, null=True, verbose_name="Location"),
+        ),
+    ]

wbcrm/migrations/0007_alter_account_status.py

@@ -0,0 +1,23 @@
+# Generated by Django 4.2.6 on 2024-01-31 08:30
+
+import django_fsm
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0006_alter_activity_location"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="account",
+            name="status",
+            field=django_fsm.FSMField(
+                choices=[("PENDING", "Pending"), ("OPEN", "Open"), ("CLOSE", "Close")],
+                default="OPEN",
+                max_length=50,
+                verbose_name="Status",
+            ),
+        ),
+    ]

wbcrm/migrations/0008_alter_activity_options.py

@@ -0,0 +1,16 @@
+# Generated by Django 4.2.9 on 2024-02-20 10:08
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0007_alter_account_status"),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name="activity",
+            options={"verbose_name": "Activity", "verbose_name_plural": "Activities"},
+        ),
+    ]

wbcrm/migrations/0009_alter_account_is_public.py

@@ -0,0 +1,19 @@
+# Generated by Django 4.2.11 on 2024-03-26 10:07
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0008_alter_activity_options"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="account",
+            name="is_public",
+            field=models.BooleanField(
+                default=True, help_text="If True, all internal users can access this account", verbose_name="Public"
+            ),
+        ),
+    ]

wbcrm/migrations/0010_alter_account_reference_id.py

@@ -0,0 +1,17 @@
+# Generated by Django 5.0.7 on 2024-08-02 13:37
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0009_alter_account_is_public"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="account",
+            name="reference_id",
+            field=models.PositiveIntegerField(blank=True, unique=True),
+        ),
+    ]

wbcrm/migrations/0011_activity_summary.py

@@ -0,0 +1,22 @@
+# Generated by Django 5.0.8 on 2024-10-02 07:34
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0010_alter_account_reference_id"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="activity",
+            name="summary",
+            field=models.TextField(blank=True, default=""),
+        ),
+        migrations.AddField(
+            model_name="activity",
+            name="heat",
+            field=models.PositiveIntegerField(blank=True, null=True),
+        ),
+    ]

wbcrm/migrations/0012_alter_activity_summary.py

@@ -0,0 +1,17 @@
+# Generated by Django 5.0.9 on 2024-10-18 13:46
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0011_activity_summary"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="activity",
+            name="summary",
+            field=models.TextField(blank=True, default="", verbose_name="LLM Summary"),
+        ),
+    ]

wbcrm/migrations/0013_account_action_plan_account_relationship_status_and_more.py

@@ -0,0 +1,34 @@
+# Generated by Django 5.0.9 on 2024-10-28 16:07
+
+import django.core.validators
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0012_alter_activity_summary"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="account",
+            name="action_plan",
+            field=models.TextField(blank=True, default=""),
+        ),
+        migrations.AddField(
+            model_name="account",
+            name="relationship_status",
+            field=models.PositiveIntegerField(
+                blank=True,
+                default=1,
+                help_text="The Relationship Status from 1 to 5. 1 being the cold and 5 being the hot.",
+                validators=[django.core.validators.MinValueValidator(1), django.core.validators.MaxValueValidator(5)],
+                verbose_name="Relationship Status",
+            ),
+        ),
+        migrations.AddField(
+            model_name="account",
+            name="relationship_summary",
+            field=models.TextField(blank=True, default=""),
+        ),
+    ]

wbcrm/migrations/0014_alter_account_relationship_status.py

@@ -0,0 +1,24 @@
+# Generated by Django 5.0.9 on 2024-11-19 14:11
+
+import django.core.validators
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0013_account_action_plan_account_relationship_status_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="account",
+            name="relationship_status",
+            field=models.PositiveIntegerField(
+                blank=True,
+                help_text="The Relationship Status from 1 to 5. 1 being the cold and 5 being the hot.",
+                null=True,
+                validators=[django.core.validators.MinValueValidator(1), django.core.validators.MaxValueValidator(5)],
+                verbose_name="Relationship Status",
+            ),
+        ),
+    ]

wbcrm/migrations/0015_alter_activity_type.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.0.9 on 2024-12-03 08:41
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0014_alter_account_relationship_status"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="activity",
+            name="type",
+            field=models.ForeignKey(
+                on_delete=django.db.models.deletion.PROTECT,
+                related_name="activity",
+                to="wbcrm.activitytype",
+                verbose_name="Type",
+            ),
+        ),
+    ]

wbcrm/migrations/0016_auto_20241205_1015.py

@@ -0,0 +1,106 @@
+# Generated by Django 5.0.9 on 2024-12-05 09:15
+
+import django.db.models.deletion
+from django.db import migrations, models
+from tqdm import tqdm
+from wbcore.contrib.directory.preferences import get_main_company
+
+
+def clean_main_company(apps, schema_editor):
+    Activity = apps.get_model("wbcrm", "Activity")
+    main_company = get_main_company()
+    Activity.companies.through.objects.filter(company_id=main_company.id).delete()
+
+
+def compute_str(company):
+    rep = company.computed_str
+    if company.customer_status:
+        rep += f" ({company.customer_status.title})"
+    return rep
+
+
+def create_through_relations(apps, schema_editor):
+    Activity = apps.get_model("wbcrm", "Activity")
+    ActivityCompanyThroughModel = apps.get_model("wbcrm", "ActivityCompanyThroughModel")
+    qs = Activity.objects.all()
+    for a in tqdm(qs, total=qs.count()):
+        for c in a.companies.all():
+            ActivityCompanyThroughModel.objects.create(
+                activity=a, company=c, customer_status=c.customer_status, computed_str=compute_str(c)
+            )
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("directory", "0009_remove_entry_external_identfier_and_more"),
+        ("wbcrm", "0015_alter_activity_type"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="activity",
+            name="companies",
+            field=models.ManyToManyField(
+                blank=True,
+                help_text="The list of companies other than the main company that participate in this activity",
+                related_name="company_participates",
+                to="directory.company",
+                verbose_name="Participating Companies",
+            ),
+        ),
+        migrations.RunPython(clean_main_company),
+        migrations.CreateModel(
+            name="ActivityCompanyThroughModel",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                (
+                    "activity",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="activity_companies",
+                        to="wbcrm.activity",
+                        verbose_name="Activity",
+                    ),
+                ),
+                (
+                    "company",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="activity_companies",
+                        to="directory.company",
+                        verbose_name="Company",
+                    ),
+                ),
+                (
+                    "customer_status",
+                    models.ForeignKey(
+                        blank=True,
+                        help_text="The Customer Status at activity creation time",
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="activity_companies",
+                        to="directory.customerstatus",
+                        verbose_name="Initial Customer Status",
+                    ),
+                ),
+                ("computed_str", models.CharField(blank=True, max_length=512, null=True, verbose_name="Name")),
+            ],
+        ),
+        migrations.RunPython(create_through_relations),
+        migrations.RemoveField(
+            model_name="activity",
+            name="companies",
+        ),
+        migrations.AddField(
+            model_name="activity",
+            name="companies",
+            field=models.ManyToManyField(
+                blank=True,
+                help_text="The list of companies other than the main company that participate in this activity",
+                related_name="company_participates",
+                through="wbcrm.ActivityCompanyThroughModel",
+                to="directory.company",
+                verbose_name="Participating Companies",
+            ),
+        ),
+    ]

wbcrm/models/__init__.py

@@ -0,0 +1,4 @@
+from .accounts import Account, AccountRole, AccountRoleType, AccountRoleValidity
+from .activities import Activity, ActivityParticipant, ActivityType, add_employer_to_activities
+from .groups import Group
+from .products import Product, ProductCompanyRelationship