wbcrm 2.2.4__py2.py3-none-any.whl → 2.2.6__py2.py3-none-any.whl
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- wbcrm/fixtures/wbcrm.json +1215 -0
- wbcrm/kpi_handlers/activities.py +171 -0
- wbcrm/locale/de/LC_MESSAGES/django.po +1538 -0
- wbcrm/models/llm/activity_summaries.py +33 -0
- wbcrm/models/llm/analyze_relationship.py +54 -0
- wbcrm/report/activity_report.py +110 -0
- wbcrm/static/wbcrm/markdown/documentation/activity.md +86 -0
- wbcrm/static/wbcrm/markdown/documentation/activitytype.md +20 -0
- wbcrm/static/wbcrm/markdown/documentation/group.md +2 -0
- wbcrm/static/wbcrm/markdown/documentation/product.md +11 -0
- wbcrm/synchronization/activity/backends/google/request_utils/external_to_internal/create.py +75 -0
- wbcrm/synchronization/activity/backends/google/request_utils/external_to_internal/delete.py +78 -0
- wbcrm/synchronization/activity/backends/google/request_utils/external_to_internal/update.py +155 -0
- wbcrm/synchronization/activity/backends/google/request_utils/internal_to_external/update.py +180 -0
- wbcrm/templates/email/activity.html +98 -0
- wbcrm/templates/email/activity_report.html +6 -0
- wbcrm/templates/email/daily_summary.html +72 -0
- wbcrm/templates/email/global_daily_summary.html +85 -0
- {wbcrm-2.2.4.dist-info → wbcrm-2.2.6.dist-info}/METADATA +2 -2
- {wbcrm-2.2.4.dist-info → wbcrm-2.2.6.dist-info}/RECORD +21 -3
- {wbcrm-2.2.4.dist-info → wbcrm-2.2.6.dist-info}/WHEEL +1 -1
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from typing import Type
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from django.db.models import Q
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from django.db.models.expressions import F
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from django.db.models.query import QuerySet
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from django.utils.translation import gettext_lazy as _
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from wbcore import serializers
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from wbcore.contrib.directory.models import Person
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from wbcore.serializers.serializers import Serializer
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from wbcrm.models import Activity, ActivityParticipant, ActivityType
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from wbcrm.serializers import ActivityTypeRepresentationSerializer
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from wbhuman_resources.models.kpi import KPI, KPIHandler
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from wbhuman_resources.serializers import KPIModelSerializer
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class NumberOfActivityKPISerializer(KPIModelSerializer):
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activity_type = serializers.PrimaryKeyRelatedField(
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required=True, many=True, queryset=ActivityType.objects.all(), label=_("Activity Type")
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)
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_activity_type = ActivityTypeRepresentationSerializer(source="activity_type", many=True)
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activity_area = serializers.ChoiceField(
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default="all",
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choices=[("only_internal", _("Only Internal")), ("only_external", _("Only External")), ("all", _("All"))],
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)
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person_participates = serializers.BooleanField(
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default=True,
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label=_("Participants of Activity"),
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help_text=_("Activities considered are related to the participants"),
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)
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person_created = serializers.BooleanField(
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default=True, label=_("Creator of activity"), help_text=_("Activities considered are related to the creator")
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)
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person_assigned = serializers.BooleanField(
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default=True,
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label=_("Person Assigned"),
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help_text=_("Activities considered are related to the persons assigned"),
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)
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def update(self, instance, validated_data):
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activity_type = validated_data.get(
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"activity_type",
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instance.additional_data["serializer_data"].get(
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"activity_type", list(ActivityType.objects.values_list("id", flat=True))
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),
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)
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activity_area = validated_data.get(
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"activity_area",
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instance.additional_data["serializer_data"].get("activity_area", "all"),
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)
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person_participates = validated_data.get(
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"person_participates",
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instance.additional_data["serializer_data"].get("person_participates", True),
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)
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person_created = validated_data.get(
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"person_created",
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instance.additional_data["serializer_data"].get("person_created", True),
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)
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person_assigned = validated_data.get(
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"person_assigned",
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instance.additional_data["serializer_data"].get("person_assigned", True),
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)
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additional_data = instance.additional_data
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additional_data["serializer_data"]["activity_type"] = (
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[_type.id for _type in validated_data.get("activity_type")]
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if validated_data.get("activity_type")
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else activity_type
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)
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additional_data["serializer_data"]["activity_area"] = activity_area
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additional_data["serializer_data"]["person_participates"] = person_participates
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additional_data["serializer_data"]["person_created"] = person_created
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additional_data["serializer_data"]["person_assigned"] = person_assigned
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additional_data["list_data"] = instance.get_handler().get_list_data(additional_data["serializer_data"])
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validated_data["additional_data"] = additional_data
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return super().update(instance, validated_data)
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class Meta(KPIModelSerializer.Meta):
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fields = (
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*KPIModelSerializer.Meta.fields,
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"activity_type",
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"_activity_type",
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"activity_area",
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"person_participates",
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"person_created",
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"person_assigned",
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)
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class NumberOfActivityKPI(KPIHandler):
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def get_name(self) -> str:
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return _("Number of Activities")
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def get_serializer(self) -> Type[Serializer]:
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return NumberOfActivityKPISerializer
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def annotate_parameters(self, queryset: QuerySet[KPI]) -> QuerySet[KPI]:
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return queryset.annotate(
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activity_type=F("additional_data__serializer_data__activity_type"),
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activity_area=F("additional_data__serializer_data__activity_area"),
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person_participates=F("additional_data__serializer_data__person_participates"),
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person_created=F("additional_data__serializer_data__person_created"),
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person_assigned=F("additional_data__serializer_data__person_assigned"),
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)
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def get_list_data(self, serializer_data: dict) -> list[str]:
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activity_types = list(
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ActivityType.objects.filter(pk__in=serializer_data["activity_type"]).values_list("title", flat=True)
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)
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return [
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_("Activity Type: {types}").format(types=activity_types),
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_("Activity Area: {area}").format(area=serializer_data["activity_area"]),
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_("Person Participates: {participating}").format(participating={serializer_data["person_participates"]}),
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_("Person Created: {created}").format(created=serializer_data["person_created"]),
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_("Person Assigned: {assigned}").format(assigned=serializer_data["person_assigned"]),
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]
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def get_display_grid(self) -> list[list[str]]:
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return [
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["activity_type"] * 3,
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["activity_area"] * 3,
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["person_created", "person_assigned", "person_participates"],
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]
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def evaluate(self, kpi: "KPI", evaluated_person=None, evaluation_date=None) -> int:
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persons = (
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[evaluated_person.id] if evaluated_person else kpi.evaluated_persons.all().values_list("id", flat=True)
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)
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serializer_data = kpi.additional_data.get("serializer_data")
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qs = Activity.objects.filter(
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period__startswith__date__gte=kpi.period.lower,
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period__endswith__date__lte=evaluation_date if evaluation_date else kpi.period.upper,
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).exclude(status=Activity.Status.CANCELLED)
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qs = (
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qs.filter(type__id__in=serializer_data.get("activity_type"))
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if serializer_data.get("activity_type")
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else qs
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)
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condition = None
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if serializer_data.get("person_created") or serializer_data.get("person_created") is None:
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condition = Q(creator__in=persons)
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if serializer_data.get("person_assigned") or serializer_data.get("person_assigned") is None:
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condition = (condition | Q(assigned_to__in=persons)) if condition else Q(assigned_to__in=persons)
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if serializer_data.get("person_participates") or serializer_data.get("person_participates") is None:
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condition = (condition | Q(participants__in=persons)) if condition else Q(participants__in=persons)
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if condition:
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qs = qs.filter(condition)
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if (activity_area := serializer_data.get("activity_area")) and (activity_area != "all"):
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participant_ids = set(
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ActivityParticipant.objects.filter(activity__id__in=qs.values_list("id", flat=True)).values_list(
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"participant", flat=True
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)
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)
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employee_ids = Person.objects.filter_only_internal().values_list("id", flat=True)
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externals = set(
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Person.objects.filter(Q(id__in=participant_ids) & ~Q(id__in=employee_ids)).values_list("id", flat=True)
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)
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if activity_area == "only_internal":
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qs = qs.exclude(
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Q(creator__in=externals) | Q(assigned_to__in=externals) | Q(participants__id__in=externals)
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)
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elif activity_area == "only_external":
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qs = qs.filter(
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Q(creator__in=externals) | Q(assigned_to__in=externals) | Q(participants__id__in=externals)
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)
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return qs.distinct("id").count()
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