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_CHECKING
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from langchain_core.messages import HumanMessage, SystemMessage
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from pydantic import BaseModel, Field
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from wbcore.contrib.ai.llm.config import LLMConfig
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if TYPE_CHECKING:
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from wbcrm.models import Activity
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def analyze_activity_prompt(activity: "Activity"):
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return [
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SystemMessage(
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content="You are a manager in a company and there are activities, both internal as well as external, meaning between service providers, clients and ourselves. We want to analyze these activities in regards of their sentiment and summarize them in English. The summary should be a very short bottom-line focussed text."
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),
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HumanMessage(
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content=f"title={activity.title}, description={activity.description}, period={activity.period}, participants={activity.participants.all()}, companies={activity.companies.all()}, review={activity.result}"
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),
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]
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class ActivityLLMResponseModel(BaseModel):
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heat: int = Field(..., ge=1, le=4, description="The sentiment heat.")
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summary: str = Field(..., description="A summary of the activity in English.")
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analyze_activity = LLMConfig["Activity"](
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key="analyze",
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prompt=analyze_activity_prompt,
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on_save=True,
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on_condition=lambda instance: instance.status == "REVIEWED",
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output_model=ActivityLLMResponseModel,
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)
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from typing import TYPE_CHECKING
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from langchain_core.messages import HumanMessage, SystemMessage
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from pydantic import BaseModel, Field
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from wbcore.contrib.ai.llm.config import LLMConfig
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from wbcrm.models.activities import Activity
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if TYPE_CHECKING:
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from wbcrm.models import Account
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def analyze_relationship_prompt(account: "Account"):
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messages = [
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SystemMessage(
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content="Based on the recent interactions/activities, current relationship health, and planned actions with the customer, provide a status score (1 to 5, where 1 is cold and 5 is hot), a summary of the relationship, and recommended next steps for maintaining or improving the relationship. Keep in mind that more information might become available later to refine these insights. Please include all information that is relevant to the relationship in the summary. Regarding the activities/interactions, older interactions are less relevant than recent ones."
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),
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HumanMessage(
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content=f"The title of the account: {account.title}",
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),
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]
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if account.owner:
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for activity in Activity.objects.filter(companies__id__in=[account.owner.id], status="REVIEWED"):
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messages.append(
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HumanMessage(
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content=f"Activity: {activity.summary}, with sentiment: {activity.heat}, period: {activity.period}",
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)
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)
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return messages
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class AccountRelationshipResponseModel(BaseModel):
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relationship_status: int = Field(
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...,
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ge=1,
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le=5,
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description="Rate the customer relationship status from 1 to 5. 1 being the cold and 5 being the hot.",
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)
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relationship_summary: str = Field(
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...,
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description="Briefly summarize the current state of the relationship and recent interactions. Also include any additional information that might be relevant.",
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)
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action_plan: str = Field(
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..., description="Provide the next recommended actions or steps to engage with the customer."
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)
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analyze_relationship = LLMConfig["Account"](
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key="analyze_relationship",
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prompt=analyze_relationship_prompt,
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on_save=True,
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on_condition=lambda act: (act.status == act.Status.OPEN) and act.owner is not None and act.is_root_node(),
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output_model=AccountRelationshipResponseModel,
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)
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from datetime import datetime
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from io import BytesIO
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import xlsxwriter
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from celery import shared_task
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from django.conf import settings
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from django.core.mail import EmailMultiAlternatives
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from django.db.models import Q
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from django.template.loader import get_template
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from django.utils import timezone
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from django.utils.html import strip_tags
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from django.utils.translation import gettext as _
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from wbcore.contrib.directory.models import Person
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from wbcrm.models import Activity, ActivityType
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from xlsxwriter.utility import xl_rowcol_to_cell
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def set_cell(worksheet, row, col, value, width_cols, base_format):
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cell = xl_rowcol_to_cell(row, col)
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if value:
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worksheet.write_string(cell, value, base_format)
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if len(value) > width_cols[col]:
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width_cols[col] = len(value)
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@shared_task
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def create_report_and_send(profile_id, employee_id, start_date=None, end_date=None):
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employee = Person.objects.get(id=employee_id)
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profile = Person.objects.get(id=profile_id)
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if end_date is None:
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end_date = timezone.now()
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if start_date is None:
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start_date = datetime(year=end_date.year, month=1, day=1, hour=0, minute=0, second=0)
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report = create_report(employee_id, start_date, end_date)
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html = get_template("email/activity_report.html")
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context = {"profile": profile, "employee": employee}
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html_content = html.render(context)
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msg = EmailMultiAlternatives(
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_("Report"), strip_tags(html_content), settings.DEFAULT_FROM_EMAIL, [profile.user_account.email]
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)
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msg.attach_alternative(html_content, "text/html")
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title = _("all")
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if start_date and end_date:
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title = "{}_{}".format(start_date.strftime("%m/%d/%Y-%H:%M:%S"), end_date.strftime("%m/%d/%Y-%H:%M:%S"))
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msg.attach(
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"report_{}_{}.xlsx".format(employee.computed_str, title),
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report.read(),
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"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
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)
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msg.send()
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def create_report(employee, start_date, end_date):
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output = BytesIO()
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workbook = xlsxwriter.Workbook(output, {"in_memory": True})
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base_format = workbook.add_format({"font_name": "Liberation Sans", "font_size": 10})
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bold_format = workbook.add_format({"font_name": "Liberation Sans", "font_size": 10, "bold": True})
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related_activities = Activity.objects.filter(
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Q(participants__id=employee) | Q(creator__id=employee) | Q(assigned_to__id=employee)
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)
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activities = Activity.get_inrange_activities(related_activities, start_date, end_date)
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# HERE STARTS THE FIRST WORKSHEET
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for type in ActivityType.objects.all():
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width_cols = [5, 5, 16, 8, 7, 11, 12]
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activities_type = activities.filter(type=type.id)
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worksheet = workbook.add_worksheet(type.title)
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worksheet.write_string(0, 0, _("Title"), bold_format)
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worksheet.write_string(0, 1, _("Start"), bold_format)
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worksheet.write_string(0, 2, _("Duration (hours)"), bold_format)
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worksheet.write_string(0, 3, _("Location"), bold_format)
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worksheet.write_string(0, 4, _("Creator"), bold_format)
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worksheet.write_string(0, 5, _("Assigned to"), bold_format)
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worksheet.write_string(0, 6, _("Participants"), bold_format)
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worksheet.write_string(2, 0, _("Total"), bold_format)
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worksheet.write_string(2, 1, str(len(activities_type.all())), bold_format)
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for row, activity in enumerate(activities_type.all(), start=4):
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hours = (activity.period.upper - activity.period.lower).total_seconds() / 3600
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duration = format(hours, ".2f")
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creator = activity.creator
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creator_name = ""
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if creator:
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creator_name = creator.computed_str
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assigned_to = activity.assigned_to
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assigned_to_name = ""
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if assigned_to:
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assigned_to_name = assigned_to.computed_str
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participants = ", ".join([participant.computed_str for participant in activity.participants.all()])
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set_cell(worksheet, row, 0, activity.title, width_cols, base_format)
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set_cell(worksheet, row, 1, f"{activity.period.lower:%d.%m.%Y}", width_cols, base_format)
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set_cell(worksheet, row, 2, duration, width_cols, base_format)
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set_cell(worksheet, row, 2, activity.location, width_cols, base_format)
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set_cell(worksheet, row, 4, creator_name, width_cols, base_format)
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set_cell(worksheet, row, 5, assigned_to_name, width_cols, base_format)
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set_cell(worksheet, row, 6, participants, width_cols, base_format)
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for col, max_width in enumerate(width_cols):
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if max_width > 300:
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max_width = 300
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worksheet.set_column(col, col, max_width)
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workbook.close()
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output.seek(0)
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return output
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# Activities
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A list of every activity saved in the database. Will be filtered by activities that happen in the timeframe from a month ago to one week in the future by default. Will be ordered by the date an activity was last edited.
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## Workflow:
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An activity can have one of five different states that can be switched between by clicking on the corresponding buttons. These are displayed in the context menu if you right click the list row or at the top of the instance.
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### Planned:
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The initial status after creating a new activity. From here you can either cancel, finish or directly review the activity which creates a popup where you can write your review.
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### Finished:
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The activity's status after it is over. From here you can review the activity.
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### Canceled:
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After canceling the activity this is its status.
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### Reviewed:
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After review this is the final status of the activity.
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## Columns:
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Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
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### Type:
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The type of the activity. Activity types can be added, edited and deleted by managers under CRM > Administration > Activity Types.
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### Title:
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The activity's name.
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### Period:
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The timeframe where the activity takes place.
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### Participants:
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A list of persons participating in the activity. Hover over a name to display more information.
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### Companies:
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A list of companies participating in the activity. Hover over a name to display more information.
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### Groups:
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A list of groups participating in the activity. Groups can consist of persons and companies which will all be automatically added to the activity's participants and companies fields. Groups can be added, edited and deleted under CRM > Administration > Groups.
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### Edited:
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The date at which the activity was last edited.
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### Created:
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The date at which the activity was originally created.
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### Description:
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A description of what the activity is about. Hover over it to display the full description.
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### Review:
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A written review of the activity which can be created by anyone who can see the activity.
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### Latest Reviewer:
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The last person who updated the activity's review. Hover over the name to display more details about him/her.
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## Legend:
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Click on a status in the legend to filter the list. Repeating activities have a special symbol to the left of their column.
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## Filters:
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Filters are accessed by clicking on the symbol in the top left corner of the window.
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### Status:
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Filter activities by a specific status they're in, smiliarly to what clicking on the legend does.
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### Frequency:
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Filter activities by if and how often an activity is repeated.
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### Conference Room:
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Filter activities by if they take place in the conference room.
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### Clients of:
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Display only activities involving clients of the selected person.
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### Visibility:
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Filter activities by their visibility: Public, private or confidential.
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### Importance:
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Filter activities by their importance. The default importance value for activities is "Low".
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### Only Recent:
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Display activities that happen in the timeframe from a month ago to one week in the future. Will be active by default.
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84
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+
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85
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## Search Field:
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Typing in the search field allows to filter the activities by name, description and review.
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@@ -0,0 +1,20 @@
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1
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# Activity Types
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2
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+
This is a list of every activity type in the database where you can modify, delete and add new activity types. Typing in the search field filters the activity types by name.
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3
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+
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4
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+
## Columns:
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5
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+
Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
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6
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+
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7
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### Name:
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The name of the activity type.
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9
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+
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### Icon:
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11
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The icon representing the activity that is displayed in the calendar.
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12
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+
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13
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### Color:
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14
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+
The hexadecimal color code used to plot activity types. Must be unique.
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15
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+
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16
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+
### Multiplier:
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17
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Every activity type has a multiplier for the activity heat calculation. Multipliers range from low (2, i.e. e-mail) and medium (3, i.e. call) to high (4, i.e. meeting).
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18
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+
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19
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+
### Is Default:
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20
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+
If true sets the default value for type in new activities to be this instance.
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1
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+
# Groups
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2
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+
This is a list of every group in the database where you can modify, delete and add new groups. Typing in the search field or the column filter accessible from the three lines at the end of the column title filters the groups by name. Click on the column title to order it.
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1
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+
# Products
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2
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+
This is a list of every CRM product in the database where you can modify, delete and add new products. Typing in the search field filters the products by name.
|
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3
|
+
|
|
4
|
+
## Columns:
|
|
5
|
+
Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
|
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6
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+
|
|
7
|
+
### Title:
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8
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+
The name of the product.
|
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9
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+
|
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10
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+
### Is Competitor:
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11
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+
Indicates if this is a competitor's product.
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1
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+
from datetime import timedelta
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|
2
|
+
|
|
3
|
+
from celery import shared_task
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|
4
|
+
from dynamic_preferences.registries import global_preferences_registry
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|
5
|
+
from googleapiclient.discovery import Resource
|
|
6
|
+
from psycopg.types.range import TimestamptzRange
|
|
7
|
+
from wbcore.contrib.authentication.models import User
|
|
8
|
+
from wbcrm.models import Activity
|
|
9
|
+
|
|
10
|
+
from ...typing_informations import GoogleEventType
|
|
11
|
+
from ...utils import GoogleSyncUtils
|
|
12
|
+
from .update import update_activity_participant
|
|
13
|
+
|
|
14
|
+
|
|
15
|
+
@shared_task(queue="synchronization")
|
|
16
|
+
def create_internal_activity_based_on_google_event(
|
|
17
|
+
event: GoogleEventType, user: User, service: Resource, parent_occurrence: Activity | None = None, is_instance=False
|
|
18
|
+
):
|
|
19
|
+
"""
|
|
20
|
+
A method for creating a "Workbench" activity based on a "Google" event. If the google event is a recurring event, this method will also create the corresponding workbench activities.
|
|
21
|
+
|
|
22
|
+
:param event: A google event body.
|
|
23
|
+
:param user: The current workbench user.
|
|
24
|
+
:param service: Thee google Resource.
|
|
25
|
+
:param parent_occurrence: The parent activity. This is only used when the activity is part of a recurring chain. Per default it is None.
|
|
26
|
+
:param is_instance: True, when the event is a google instance (A instance is an event that is part of a recurring chain)
|
|
27
|
+
"""
|
|
28
|
+
|
|
29
|
+
external_id = event["id"]
|
|
30
|
+
if event.get("status") == "cancelled" or Activity.objects.filter(external_id=event["id"]).exists():
|
|
31
|
+
return
|
|
32
|
+
|
|
33
|
+
event_creator = event.get("organizer", {})
|
|
34
|
+
event_creator_mail = event_creator.get("email", "")
|
|
35
|
+
event_creator_displayed_name = event_creator.get("displayName", "")
|
|
36
|
+
creator = GoogleSyncUtils.get_or_create_person(event_creator_mail, event_creator_displayed_name)
|
|
37
|
+
event_start, event_end = GoogleSyncUtils.get_start_and_end(event)
|
|
38
|
+
if event_start == event_end:
|
|
39
|
+
event_end = event_end + timedelta(seconds=1)
|
|
40
|
+
period = TimestamptzRange(event_start, event_end) # type: ignore
|
|
41
|
+
all_day: bool = True if event["start"].get("date") else False
|
|
42
|
+
metadata = {"google_backend": {"instance": event}} if is_instance else {"google_backend": {"event": event}}
|
|
43
|
+
|
|
44
|
+
act = Activity.objects.create(
|
|
45
|
+
external_id=external_id,
|
|
46
|
+
title=event.get("summary", "(No Subject)"),
|
|
47
|
+
assigned_to=creator,
|
|
48
|
+
creator=creator,
|
|
49
|
+
description=event.get("description", ""),
|
|
50
|
+
start=event_start,
|
|
51
|
+
end=event_end,
|
|
52
|
+
period=period,
|
|
53
|
+
all_day=all_day,
|
|
54
|
+
location=event.get("location"),
|
|
55
|
+
visibility=GoogleSyncUtils.convert_event_visibility_to_activity_visibility(event.get("visibility", "")),
|
|
56
|
+
metadata=metadata,
|
|
57
|
+
parent_occurrence=parent_occurrence,
|
|
58
|
+
)
|
|
59
|
+
|
|
60
|
+
update_activity_participant(event, act)
|
|
61
|
+
|
|
62
|
+
if event.get("recurrence") and not is_instance:
|
|
63
|
+
instances: dict = service.events().instances(calendarId=user.email, eventId=event["id"]).execute()
|
|
64
|
+
instance_items: list[GoogleEventType] = instances["items"]
|
|
65
|
+
global_preferences = global_preferences_registry.manager()
|
|
66
|
+
max_list_length: int = global_preferences["wbcrm__recurrence_maximum_count"]
|
|
67
|
+
instance_items = instance_items[:max_list_length]
|
|
68
|
+
|
|
69
|
+
for item in instance_items:
|
|
70
|
+
if item["start"] == act.metadata["google_backend"].get("event", {}).get("start"):
|
|
71
|
+
updated_metadata: dict = act.metadata
|
|
72
|
+
updated_metadata["google_backend"] |= {"instance": item}
|
|
73
|
+
Activity.objects.filter(id=act.id).update(metadata=updated_metadata)
|
|
74
|
+
else:
|
|
75
|
+
create_internal_activity_based_on_google_event(item, user, service, act, True)
|
|
@@ -0,0 +1,78 @@
|
|
|
1
|
+
from django.db.models import QuerySet
|
|
2
|
+
from dynamic_preferences.registries import global_preferences_registry
|
|
3
|
+
from googleapiclient.discovery import Resource
|
|
4
|
+
from wbcrm.models import Activity
|
|
5
|
+
|
|
6
|
+
|
|
7
|
+
def cancel_or_delete_activity(activity: "Activity") -> None:
|
|
8
|
+
# Activity is cancelled rather than disable if global preference is True
|
|
9
|
+
if global_preferences_registry.manager()["wbactivity_sync__sync_cancelled_activity"]:
|
|
10
|
+
Activity.objects.filter(id=activity.id).update(status=Activity.Status.CANCELLED)
|
|
11
|
+
else:
|
|
12
|
+
activity.delete()
|
|
13
|
+
|
|
14
|
+
|
|
15
|
+
def cancel_or_delete_activity_queryset(activity_qs: QuerySet["Activity"]) -> None:
|
|
16
|
+
# Activities are cancelled rather than delete if global preference is True
|
|
17
|
+
if global_preferences_registry.manager()["wbactivity_sync__sync_cancelled_activity"]:
|
|
18
|
+
activity_qs.update(status=Activity.Status.CANCELLED)
|
|
19
|
+
else:
|
|
20
|
+
activity_qs.delete()
|
|
21
|
+
|
|
22
|
+
|
|
23
|
+
def delete_single_activity(activity: Activity):
|
|
24
|
+
"""
|
|
25
|
+
Deletes the activity that has the corresponding external ID
|
|
26
|
+
"""
|
|
27
|
+
Activity.objects.filter(id=activity.id).update(external_id=None)
|
|
28
|
+
cancel_or_delete_activity(activity)
|
|
29
|
+
|
|
30
|
+
|
|
31
|
+
def delete_recurring_activity(activity: Activity, event: dict, user_mail: str, service: Resource):
|
|
32
|
+
"""
|
|
33
|
+
Handles the deletion of recurring activities (either a single activity, a certain number of activities or all activities),
|
|
34
|
+
based on the changes done to the google event.
|
|
35
|
+
|
|
36
|
+
:param event: The google event dict that was deleted.
|
|
37
|
+
:param activity: The corresponding workbench activity.
|
|
38
|
+
:param user_mail: The e-mail address of the current user.
|
|
39
|
+
:param service: The google service to interact with googles resources.
|
|
40
|
+
"""
|
|
41
|
+
|
|
42
|
+
parent_occurrence = activity.parent_occurrence if activity.parent_occurrence else activity
|
|
43
|
+
metadata_event = parent_occurrence.metadata["google_backend"].get(
|
|
44
|
+
"event", parent_occurrence.metadata["google_backend"].get("instance", {})
|
|
45
|
+
)
|
|
46
|
+
if event.get("recurringEventId"):
|
|
47
|
+
# Delete single event in event chain
|
|
48
|
+
if activity.status not in [Activity.Status.REVIEWED, Activity.Status.FINISHED]:
|
|
49
|
+
cancel_or_delete_activity(activity)
|
|
50
|
+
|
|
51
|
+
elif event.get("recurrence") != metadata_event.get("recurrence"):
|
|
52
|
+
# Delete all events after a certain event in the event chain
|
|
53
|
+
|
|
54
|
+
event_instances: dict = service.events().instances(calendarId=user_mail, eventId=event["id"]).execute()
|
|
55
|
+
external_id_list: list = [instance["id"] for instance in event_instances["items"]]
|
|
56
|
+
activities_to_remove = Activity.objects.filter(
|
|
57
|
+
metadata__google_backend__instance__recurringEventId__startswith=event["id"],
|
|
58
|
+
status=Activity.Status.PLANNED,
|
|
59
|
+
).exclude(metadata__google_backend__instance__id__in=external_id_list)
|
|
60
|
+
first_in_list = activities_to_remove.order_by("start").first()
|
|
61
|
+
metadata = parent_occurrence.metadata
|
|
62
|
+
metadata["google_backend"] |= {"event": event}
|
|
63
|
+
Activity.objects.filter(id=parent_occurrence.id).update(metadata=metadata)
|
|
64
|
+
if (
|
|
65
|
+
first_in_list
|
|
66
|
+
and first_in_list.id == parent_occurrence.id
|
|
67
|
+
and parent_occurrence.status not in [Activity.Status.REVIEWED, Activity.Status.FINISHED]
|
|
68
|
+
):
|
|
69
|
+
cancel_or_delete_activity(parent_occurrence)
|
|
70
|
+
cancel_or_delete_activity_queryset(activities_to_remove)
|
|
71
|
+
|
|
72
|
+
else:
|
|
73
|
+
# Delete all events in event chain
|
|
74
|
+
activities_to_cancel = Activity.objects.filter(
|
|
75
|
+
parent_occurrence=parent_occurrence, status=Activity.Status.PLANNED
|
|
76
|
+
)
|
|
77
|
+
cancel_or_delete_activity_queryset(activities_to_cancel)
|
|
78
|
+
cancel_or_delete_activity(activity)
|