794ff2dbd4
- Updated task views to utilize new access functions for accounts and contacts, ensuring users only see what they can access. - Enhanced contact editing to maintain linked accounts even when not visible in the picker, preventing accidental unlinking. - Introduced tests for contact form to verify linked account behavior. - Implemented parent ticket handling to correctly display restricted tickets, ensuring hidden parents are represented accurately in the UI. - Added tests for ticket parent visibility and interaction, confirming that restricted parents do not allow navigation. - Improved ticket tree structure to handle restricted nodes, ensuring proper functionality during close operations.
343 lines
12 KiB
Python
343 lines
12 KiB
Python
from django.core.exceptions import ValidationError
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from django.db import models
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from django.db.models import Q
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from django.db.models.functions import Lower
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from django.utils import timezone
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from django.utils.translation import gettext_lazy as _
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from common.base import SAMPLE_DATA_HELP_TEXT, AssignableMixin, BaseModel
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from common.models import Org, Profile, Tags, Teams
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from common.utils import (
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COUNTRIES,
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CURRENCY_CODES,
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INDCHOICES,
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LEAD_SOURCE,
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LEAD_STATUS,
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)
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from common.validators import flexible_phone_validator
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from contacts.models import Contact
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# Cleanup notes:
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# - Removed 'created_from_site' flag (over-engineered)
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# - Removed conversion tracking fields (converted_account, converted_contact,
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# converted_opportunity, conversion_date) - never populated, conversion just sets status
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# - Removed 'created_on_arrow' property (frontend computes its own timestamps)
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class Lead(AssignableMixin, BaseModel):
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"""
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Lead model for CRM - Streamlined for modern sales workflow
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Based on Twenty CRM and Salesforce patterns
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"""
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# Core Lead Information
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title = models.CharField(
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_("Title"),
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max_length=255,
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blank=True,
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null=True,
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help_text="Lead name/subject (e.g., 'Enterprise Deal', 'Website Inquiry')",
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)
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salutation = models.CharField(
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_("Salutation"),
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max_length=64,
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blank=True,
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null=True,
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help_text="e.g., Mr, Mrs, Ms, Dr",
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)
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first_name = models.CharField(_("First name"), null=True, max_length=255)
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last_name = models.CharField(_("Last name"), null=True, max_length=255)
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email = models.EmailField(null=True, blank=True)
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phone = models.CharField(
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_("Phone"),
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max_length=25,
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null=True,
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blank=True,
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validators=[flexible_phone_validator],
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)
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job_title = models.CharField(
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_("Job Title"),
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max_length=255,
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blank=True,
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null=True,
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help_text="Person's job title (e.g., 'VP of Sales', 'CTO')",
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)
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website = models.CharField(_("Website"), max_length=255, blank=True, null=True)
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linkedin_url = models.URLField(
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_("LinkedIn URL"), max_length=500, blank=True, null=True
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)
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# Sales Pipeline
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status = models.CharField(
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_("Status"), max_length=255, blank=True, null=True, choices=LEAD_STATUS
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)
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source = models.CharField(
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_("Source"), max_length=255, blank=True, null=True, choices=LEAD_SOURCE
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)
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industry = models.CharField(
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_("Industry"), max_length=255, choices=INDCHOICES, blank=True, null=True
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)
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rating = models.CharField(
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_("Rating"),
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max_length=10,
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blank=True,
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null=True,
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choices=[("HOT", "Hot"), ("WARM", "Warm"), ("COLD", "Cold")],
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)
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opportunity_amount = models.DecimalField(
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_("Deal Value"), decimal_places=2, max_digits=12, blank=True, null=True
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)
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currency = models.CharField(
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_("Currency"), max_length=3, choices=CURRENCY_CODES, blank=True, null=True
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)
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probability = models.IntegerField(
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_("Win Probability %"), default=0, blank=True, null=True
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)
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close_date = models.DateField(_("Expected Close Date"), default=None, null=True)
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# Address
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address_line = models.CharField(_("Address"), max_length=255, blank=True, null=True)
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city = models.CharField(_("City"), max_length=255, blank=True, null=True)
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state = models.CharField(_("State"), max_length=255, blank=True, null=True)
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postcode = models.CharField(_("Postal Code"), max_length=64, blank=True, null=True)
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country = models.CharField(
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_("Country"), max_length=3, choices=COUNTRIES, blank=True, null=True
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)
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# Assignment
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assigned_to = models.ManyToManyField(Profile, related_name="lead_assigned_users")
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teams = models.ManyToManyField(Teams, related_name="lead_teams")
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# Activity Tracking
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last_contacted = models.DateField(_("Last Contacted"), blank=True, null=True)
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next_follow_up = models.DateField(_("Next Follow-up"), blank=True, null=True)
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description = models.TextField(_("Notes"), blank=True, null=True)
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# System Fields
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is_active = models.BooleanField(default=True)
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is_sample = models.BooleanField(default=False, help_text=SAMPLE_DATA_HELP_TEXT)
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tags = models.ManyToManyField(Tags, related_name="lead_tags", blank=True)
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contacts = models.ManyToManyField(Contact, related_name="lead_contacts")
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org = models.ForeignKey(Org, on_delete=models.CASCADE, related_name="leads")
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company_name = models.CharField(
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_("Company Name"), max_length=255, blank=True, null=True
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)
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# Kanban/Pipeline support
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stage = models.ForeignKey(
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"LeadStage",
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on_delete=models.SET_NULL,
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null=True,
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blank=True,
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related_name="leads",
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help_text="Current pipeline stage (null = use status-based kanban)",
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)
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kanban_order = models.DecimalField(
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_("Kanban Order"),
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max_digits=15,
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decimal_places=6,
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default=0,
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help_text="Order within the kanban column for drag-drop",
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)
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custom_fields = models.JSONField(
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default=dict,
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blank=True,
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help_text="Per-org schema extension; values are validated against common.CustomFieldDefinition.",
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)
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class Meta:
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verbose_name = "Lead"
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verbose_name_plural = "Leads"
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db_table = "lead"
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ordering = ("-created_at",)
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indexes = [
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models.Index(fields=["status"]),
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models.Index(fields=["source"]),
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models.Index(fields=["org", "-created_at"]),
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models.Index(fields=["stage", "kanban_order"]),
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models.Index(fields=["status", "kanban_order"]),
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]
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constraints = [
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# Case-insensitive unique email per organization (when email is not null)
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models.UniqueConstraint(
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Lower("email"),
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"org",
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name="unique_lead_email_per_org",
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condition=Q(email__isnull=False) & ~Q(email=""),
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),
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# Probability must be 0-100
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models.CheckConstraint(
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condition=Q(probability__gte=0) & Q(probability__lte=100),
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name="lead_probability_range",
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),
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# Opportunity amount must be non-negative
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models.CheckConstraint(
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condition=Q(opportunity_amount__gte=0)
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| Q(opportunity_amount__isnull=True),
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name="lead_amount_non_negative",
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),
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]
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def __str__(self):
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name_parts = [self.salutation, self.first_name, self.last_name]
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return " ".join(part for part in name_parts if part) or f"Lead {self.id}"
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def clean(self):
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"""Validate lead data."""
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super().clean()
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errors = {}
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# Email required for conversion (need contact info to create Contact)
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if self.status == "converted" and not self.email:
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errors["email"] = _("Email is required to convert lead")
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if errors:
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raise ValidationError(errors)
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@property
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def days_since_last_contact(self) -> int:
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"""Return the number of days since last contact or creation."""
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if self.last_contacted:
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return (timezone.localdate() - self.last_contacted).days
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if self.created_at:
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return (timezone.localdate() - timezone.localdate(self.created_at)).days
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return 0
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@property
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def is_stale(self) -> bool:
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"""Check if lead is stale (>30 days without contact and not closed/converted)."""
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if self.status in ["converted", "closed"]:
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return False
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return self.days_since_last_contact > 30
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@property
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def days_until_follow_up(self) -> int | None:
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"""Return the number of days until next follow-up (negative if overdue)."""
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if not self.next_follow_up:
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return None
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return (self.next_follow_up - timezone.localdate()).days
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@property
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def is_follow_up_overdue(self) -> bool:
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"""Check if follow-up date has passed."""
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if not self.next_follow_up:
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return False
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return timezone.localdate() > self.next_follow_up
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class LeadPipeline(BaseModel):
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"""
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Custom pipeline for organizing leads into stages (Kanban columns).
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Each organization can have multiple pipelines (e.g., Inbound, Outbound, Enterprise).
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"""
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name = models.CharField(_("Pipeline Name"), max_length=255)
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description = models.TextField(_("Description"), blank=True, null=True)
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org = models.ForeignKey(
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Org, on_delete=models.CASCADE, related_name="lead_pipelines"
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)
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is_default = models.BooleanField(
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default=False,
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help_text=(
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"Sorts this pipeline first in listings (see Meta.ordering) and is "
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"limited to one per org. It does NOT route new records: a lead "
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"created without a stage keeps stage=NULL, which is the supported "
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"status-based kanban mode."
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),
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)
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is_active = models.BooleanField(default=True)
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class Meta:
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verbose_name = "Lead Pipeline"
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verbose_name_plural = "Lead Pipelines"
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db_table = "lead_pipeline"
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ordering = ("-is_default", "name")
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indexes = [
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models.Index(fields=["org", "-created_at"]),
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]
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constraints = [
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# Only one default pipeline per org
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models.UniqueConstraint(
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fields=["org"],
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condition=models.Q(is_default=True),
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name="unique_default_pipeline_per_org",
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)
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]
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def __str__(self):
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return f"{self.name} ({self.org.name})"
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class LeadStage(BaseModel):
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"""
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Stage within a Lead Pipeline (Kanban column).
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"""
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STAGE_TYPE_CHOICES = [
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("open", "Open"), # Active stages (assigned, in process)
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("won", "Won"), # Converted/closed-won
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("lost", "Lost"), # Recycled/closed-lost
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]
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pipeline = models.ForeignKey(
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LeadPipeline, on_delete=models.CASCADE, related_name="stages"
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)
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name = models.CharField(_("Stage Name"), max_length=100)
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order = models.PositiveIntegerField(default=0)
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color = models.CharField(max_length=7, default="#6B7280") # Hex color
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# Business logic fields
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stage_type = models.CharField(
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max_length=10, choices=STAGE_TYPE_CHOICES, default="open"
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)
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maps_to_status = models.CharField(
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_("Maps to Status"),
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max_length=255,
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blank=True,
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null=True,
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choices=LEAD_STATUS,
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help_text="When lead enters this stage, also update Lead.status",
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)
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win_probability = models.IntegerField(
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_("Default Win Probability %"),
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default=0,
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help_text="Default probability when lead enters this stage",
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)
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# Kanban features
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wip_limit = models.PositiveIntegerField(
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_("WIP Limit"),
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null=True,
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blank=True,
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help_text="Maximum leads allowed in this stage (null = unlimited)",
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)
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org = models.ForeignKey(Org, on_delete=models.CASCADE, related_name="lead_stages")
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class Meta:
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verbose_name = "Lead Stage"
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verbose_name_plural = "Lead Stages"
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db_table = "lead_stage"
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ordering = ("order",)
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unique_together = ("pipeline", "name")
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indexes = [
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models.Index(fields=["org", "order"]),
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models.Index(fields=["pipeline", "order"]),
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]
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constraints = [
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# Copied onto Lead.probability by the board move, so it has to fit
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# lead_probability_range or every move into this stage is a 500.
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models.CheckConstraint(
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condition=Q(win_probability__gte=0) & Q(win_probability__lte=100),
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name="lead_stage_win_probability_range",
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),
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]
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def __str__(self):
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return f"{self.pipeline.name} - {self.name}"
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def save(self, *args, **kwargs):
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if not self.org_id and self.pipeline_id:
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self.org_id = self.pipeline.org_id
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super().save(*args, **kwargs)
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