from django.shortcuts import render, redirect, get_object_or_404 from django.views.generic import TemplateView from django.contrib.auth.mixins import LoginRequiredMixin from django.contrib.auth.decorators import login_required from django.contrib import messages from accounts.permissions import DepartmentRequiredMixin, permission_required from tickets.models import Ticket from .models import Customer, MarketingWeeklyReport, MarketingLeadInteraction from .forms import MarketingWeeklyReportForm, MarketingReportFilterForm, MarketingReportReviewForm from django.db.models import Count, Q from django.utils import timezone from datetime import timedelta class MarketingDashboardView(LoginRequiredMixin, TemplateView): template_name = 'customers/marketing_dashboard.html' def dispatch(self, request, *args, **kwargs): if not request.user.is_authenticated: return self.handle_no_permission() # Check if user has marketing permissions from accounts.permissions import has_permission user_dept = None if hasattr(request.user, 'employee_profile') and request.user.employee_profile and request.user.employee_profile.department: user_dept = request.user.employee_profile.department.name if not (request.user.is_superuser or request.user.is_staff or has_permission(request.user, 'view_marketingweeklyreport') or user_dept in ['Marketing', 'Management', 'Staff']): messages.error(request, 'Access denied. You need marketing permissions.') return redirect('dashboard') return super().dispatch(request, *args, **kwargs) def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) # Get current month data now = timezone.now() month_start = now.replace(day=1, hour=0, minute=0, second=0, microsecond=0) # Get marketing reports data my_reports = MarketingWeeklyReport.objects.filter(marketing_staff=self.request.user) my_reports_this_month = my_reports.filter(created_at__gte=month_start) # Calculate conversion rate from recent reports recent_reports = my_reports.filter(created_at__gte=month_start - timedelta(days=90)) total_leads = sum(r.new_leads_generated for r in recent_reports) total_conversions = sum(r.leads_converted for r in recent_reports) conversion_rate = (total_conversions / total_leads * 100) if total_leads > 0 else 0 # Customers added this month by this user my_customers_this_month = Customer.objects.filter( created_at__gte=month_start, # You might want to track who added the customer ).order_by('-created_at') # All customers added this month all_customers_this_month = Customer.objects.filter( created_at__gte=month_start ).order_by('-created_at') # Tickets created by marketing this month my_tickets_this_month = Ticket.objects.filter( created_by=self.request.user, created_at__gte=month_start ).order_by('-created_at') # Statistics total_customers = Customer.objects.count() customers_this_month = all_customers_this_month.count() my_customers_count = my_customers_this_month.count() my_tickets_count = my_tickets_this_month.count() # Customer growth by week weekly_growth = [] for i in range(4): week_start = month_start + timedelta(weeks=i) week_end = week_start + timedelta(weeks=1) if week_end > now: week_end = now week_customers = Customer.objects.filter( created_at__range=[week_start, week_end] ).count() weekly_growth.append({ 'week': f"Week {i+1}", 'count': week_customers, 'start_date': week_start.strftime('%b %d'), 'end_date': week_end.strftime('%b %d') }) # Recent activity recent_customers = all_customers_this_month[:10] recent_tickets = my_tickets_this_month[:10] context.update({ 'total_customers': total_customers, 'customers_this_month': customers_this_month, 'my_customers_count': my_customers_count, 'my_tickets_count': my_tickets_count, 'my_customers_this_month': my_customers_this_month[:5], 'recent_customers': recent_customers, 'recent_tickets': recent_tickets, 'weekly_growth': weekly_growth, 'current_month': now.strftime('%B %Y'), 'my_reports_count': my_reports.count(), 'reports_this_month': my_reports_this_month.count(), 'conversion_rate': conversion_rate, 'total_reports': my_reports.count(), 'pending_reports': my_reports.filter(status='draft').count(), 'monthly_leads': sum(r.new_leads_generated for r in my_reports_this_month), }) return context @login_required def marketing_quick_add_customer(request): """Quick add customer form for marketing""" from .forms import CustomerForm from django.shortcuts import redirect from django.contrib import messages if request.method == 'POST': form = CustomerForm(request.POST) if form.is_valid(): customer = form.save() messages.success(request, f'Customer {customer.full_name} has been created successfully!') return redirect('customers:marketing_dashboard') else: form = CustomerForm() @login_required def marketing_report_create(request): """Create new marketing weekly report""" from accounts.permissions import has_permission # Allow marketing staff, management, admin, staff, and superusers if not (request.user.is_superuser or request.user.is_staff or has_permission(request.user, 'add_marketingweeklyreport') or (hasattr(request.user, 'employee_profile') and request.user.employee_profile and request.user.employee_profile.department and request.user.employee_profile.department.name in ['Marketing', 'Management', 'Staff'])): messages.error(request, 'Access denied. You need marketing permissions to create reports.') return redirect('dashboard') # Check if report already exists for current week today = timezone.now().date() monday = today - timedelta(days=today.weekday()) existing_report = MarketingWeeklyReport.objects.filter( marketing_staff=request.user, week_starting=monday ).first() if existing_report: messages.info(request, 'You already have a report for this week. Editing existing report.') return redirect('customers:marketing_report_edit', pk=existing_report.pk) if request.method == 'POST': form = MarketingWeeklyReportForm(request.POST) if form.is_valid(): report = form.save(commit=False) report.marketing_staff = request.user report.save() messages.success(request, 'Marketing report created successfully!') return redirect('customers:marketing_report_detail', pk=report.pk) else: form = MarketingWeeklyReportForm() return render(request, 'customers/marketing_report_form.html', { 'form': form, 'title': 'Create Weekly Marketing Report' }) @login_required def marketing_report_list(request): """List all marketing reports with filtering""" from .models import MarketingWeeklyReport from accounts.permissions import has_permission # Check if user has basic marketing view permissions user_dept = None if hasattr(request.user, 'employee_profile') and request.user.employee_profile and request.user.employee_profile.department: user_dept = request.user.employee_profile.department.name if not (request.user.is_superuser or request.user.is_staff or has_permission(request.user, 'view_marketingweeklyreport') or user_dept in ['Marketing', 'Management', 'Staff']): messages.error(request, 'Access denied. You need marketing permissions to view reports.') return redirect('dashboard') # Base queryset based on user permissions if user_dept == 'Marketing': # Marketing staff see only their reports reports = MarketingWeeklyReport.objects.filter(marketing_staff=request.user) elif (request.user.is_superuser or request.user.is_staff or user_dept in ['Management', 'Staff']): # Management, staff, and superusers see all reports reports = MarketingWeeklyReport.objects.all() else: # Other users see no reports reports = MarketingWeeklyReport.objects.none() # Apply filters filter_form = MarketingReportFilterForm(request.GET) if filter_form.is_valid(): if filter_form.cleaned_data.get('staff_member'): reports = reports.filter(marketing_staff=filter_form.cleaned_data['staff_member']) if filter_form.cleaned_data.get('date_from'): reports = reports.filter(week_starting__gte=filter_form.cleaned_data['date_from']) if filter_form.cleaned_data.get('date_to'): reports = reports.filter(week_ending__lte=filter_form.cleaned_data['date_to']) if filter_form.cleaned_data.get('status'): reports = reports.filter(status=filter_form.cleaned_data['status']) reports = reports.order_by('-week_starting', 'marketing_staff__first_name') # Pagination from django.core.paginator import Paginator paginator = Paginator(reports, 20) page_number = request.GET.get('page') page_obj = paginator.get_page(page_number) return render(request, 'customers/marketing_report_list.html', { 'page_obj': page_obj, 'filter_form': filter_form, 'title': 'Marketing Weekly Reports' }) @login_required def marketing_report_detail(request, pk): """View marketing report details""" from .models import MarketingWeeklyReport from accounts.permissions import has_permission # Check if user has basic marketing view permissions user_dept = None if hasattr(request.user, 'employee_profile') and request.user.employee_profile and request.user.employee_profile.department: user_dept = request.user.employee_profile.department.name if not (request.user.is_superuser or request.user.is_staff or has_permission(request.user, 'view_marketingweeklyreport') or user_dept in ['Marketing', 'Management', 'Staff']): messages.error(request, 'Access denied. You need marketing permissions to view reports.') return redirect('dashboard') report = get_object_or_404(MarketingWeeklyReport, pk=pk) # Check permissions if user_dept == 'Marketing' and report.marketing_staff != request.user: messages.error(request, 'You can only view your own reports.') return redirect('customers:marketing_report_list') # Get lead interactions for this report interactions = report.lead_interactions.all() context = { 'report': report, 'interactions': interactions, 'can_edit': request.user == report.marketing_staff and report.status == 'draft', 'can_review': request.user.role in ['management', 'admin', 'staff'] and report.status == 'submitted', } return render(request, 'customers/marketing_report_detail.html', context) @login_required def marketing_report_edit(request, pk): """Edit marketing report""" from .models import MarketingWeeklyReport report = get_object_or_404(MarketingWeeklyReport, pk=pk) # Check permissions if request.user != report.marketing_staff: messages.error(request, 'You can only edit your own reports.') return redirect('customers:marketing_report_list') if report.status != 'draft': messages.error(request, 'You can only edit reports in draft status.') return redirect('customers:marketing_report_detail', pk=pk) if request.method == 'POST': form = MarketingWeeklyReportForm(request.POST, instance=report) if form.is_valid(): form.save() messages.success(request, 'Report updated successfully!') return redirect('customers:marketing_report_detail', pk=report.pk) else: form = MarketingWeeklyReportForm(instance=report) return render(request, 'customers/marketing_report_form.html', { 'form': form, 'report': report, 'title': f'Edit Marketing Report - Week of {report.week_starting}' }) @login_required def marketing_report_submit(request, pk): """Submit marketing report for review""" from .models import MarketingWeeklyReport report = get_object_or_404(MarketingWeeklyReport, pk=pk) if request.user != report.marketing_staff: messages.error(request, 'Access denied.') return redirect('customers:marketing_report_list') if report.status != 'draft': messages.error(request, 'Report can only be submitted when in draft status.') return redirect('customers:marketing_report_detail', pk=pk) if request.method == 'POST': report.status = 'submitted' report.save() messages.success(request, 'Report submitted for management review!') # Send notification to management (if notification system exists) try: from notifications.services import NotificationService NotificationService.notify_marketing_report_submitted(report) except ImportError: pass return redirect('customers:marketing_report_detail', pk=pk) return render(request, 'customers/marketing_report_submit_confirm.html', {'report': report}) @login_required def marketing_report_review(request, pk): """Management review of marketing report""" from .models import MarketingWeeklyReport from accounts.permissions import has_permission # Check if user has management permissions to review reports user_dept = None if hasattr(request.user, 'employee_profile') and request.user.employee_profile and request.user.employee_profile.department: user_dept = request.user.employee_profile.department.name if not (request.user.is_superuser or request.user.is_staff or user_dept in ['Management', 'Staff']): messages.error(request, 'Access denied. Management or staff permissions required.') return redirect('customers:marketing_report_list') report = get_object_or_404(MarketingWeeklyReport, pk=pk) if report.status not in ['submitted', 'reviewed']: messages.error(request, 'Report is not ready for review.') return redirect('customers:marketing_report_detail', pk=pk) if request.method == 'POST': form = MarketingReportReviewForm(request.POST, instance=report) if form.is_valid(): report = form.save(commit=False) report.reviewed_by = request.user report.reviewed_at = timezone.now() report.save() messages.success(request, f'Report has been {report.get_status_display().lower()}!') # Send notification to marketing staff try: from notifications.services import NotificationService NotificationService.notify_marketing_report_reviewed(report) except ImportError: pass return redirect('customers:marketing_report_detail', pk=pk) else: form = MarketingReportReviewForm(instance=report) return render(request, 'customers/marketing_report_review.html', { 'form': form, 'report': report, 'title': f'Review Marketing Report - {report.marketing_staff.get_full_name()}' }) @login_required def marketing_tickets_view(request): """View tickets for customers created by marketing staff""" from accounts.permissions import has_permission # Check if user has marketing permissions user_dept = None if hasattr(request.user, 'employee_profile') and request.user.employee_profile and request.user.employee_profile.department: user_dept = request.user.employee_profile.department.name if not (request.user.is_superuser or request.user.is_staff or has_permission(request.user, 'view_marketingweeklyreport') or user_dept in ['Marketing', 'Management', 'Staff']): messages.error(request, 'Access denied. You need marketing permissions.') return redirect('dashboard') # Get customers created by this marketing staff (if we track who added customers) # For now, show all tickets created by the marketing user my_tickets = Ticket.objects.filter(created_by=request.user).order_by('-created_at') # Apply filters if any status_filter = request.GET.get('status') priority_filter = request.GET.get('priority') if status_filter: my_tickets = my_tickets.filter(status=status_filter) if priority_filter: my_tickets = my_tickets.filter(priority=priority_filter) # Pagination from django.core.paginator import Paginator paginator = Paginator(my_tickets, 20) page_number = request.GET.get('page') page_obj = paginator.get_page(page_number) # Statistics total_tickets = my_tickets.count() open_tickets = my_tickets.filter(status='open').count() in_progress_tickets = my_tickets.filter(status='in_progress').count() resolved_tickets = my_tickets.filter(status='resolved').count() context = { 'page_obj': page_obj, 'total_tickets': total_tickets, 'open_tickets': open_tickets, 'in_progress_tickets': in_progress_tickets, 'resolved_tickets': resolved_tickets, 'status_filter': status_filter, 'priority_filter': priority_filter, } return render(request, 'customers/marketing_tickets.html', context) @login_required def marketing_analytics_dashboard(request): """Analytics dashboard for marketing reports""" from django.db.models import Avg, Sum, Count from .models import MarketingWeeklyReport, MarketingLeadInteraction from accounts.permissions import has_permission # Check if user has marketing analytics permissions user_dept = None if hasattr(request.user, 'employee_profile') and request.user.employee_profile and request.user.employee_profile.department: user_dept = request.user.employee_profile.department.name if not (request.user.is_superuser or request.user.is_staff or has_permission(request.user, 'view_marketingweeklyreport') or user_dept in ['Marketing', 'Management', 'Staff']): messages.error(request, 'Access denied. You need marketing permissions to view analytics.') return redirect('dashboard') # Date range for analysis (last 3 months by default) end_date = timezone.now().date() start_date = end_date - timedelta(days=90) # Base queryset based on user permissions if user_dept == 'Marketing': # Marketing staff see only their reports reports = MarketingWeeklyReport.objects.filter(marketing_staff=request.user) elif (request.user.is_superuser or request.user.is_staff or user_dept in ['Management', 'Staff']): # Management, staff, and superusers see all reports reports = MarketingWeeklyReport.objects.all() else: # Other users see no reports reports = MarketingWeeklyReport.objects.none() reports = reports.filter( week_starting__gte=start_date, week_ending__lte=end_date, status__in=['submitted', 'reviewed', 'approved'] ) # Key metrics total_reports = reports.count() metrics = reports.aggregate( total_customers_contacted=Sum('customers_contacted'), total_site_visits=Sum('site_visits_conducted'), total_demos=Sum('demos_conducted'), total_leads_generated=Sum('new_leads_generated'), total_qualified_leads=Sum('qualified_leads'), total_conversions=Sum('leads_converted'), avg_leads_generated=Avg('new_leads_generated'), avg_conversions=Avg('leads_converted') ) # Calculate conversion rate safely if metrics['avg_leads_generated'] and metrics['avg_leads_generated'] > 0: metrics['avg_conversion_rate'] = (metrics['avg_conversions'] or 0) * 100 / metrics['avg_leads_generated'] else: metrics['avg_conversion_rate'] = 0 # Weekly performance trend weekly_performance = reports.values('week_starting').annotate( leads=Sum('new_leads_generated'), conversions=Sum('leads_converted'), site_visits=Sum('site_visits_conducted') ).order_by('week_starting') # Top performers (if management view) top_performers = [] if (request.user.is_superuser or request.user.is_staff or user_dept in ['Management', 'Staff']): performers_data = reports.values( 'marketing_staff__first_name', 'marketing_staff__last_name' ).annotate( total_leads=Sum('new_leads_generated'), total_conversions=Sum('leads_converted'), avg_leads=Avg('new_leads_generated'), avg_conversions=Avg('leads_converted') ).order_by('-total_conversions')[:5] # Calculate conversion rates safely for performer in performers_data: if performer['avg_leads'] and performer['avg_leads'] > 0: performer['avg_conversion_rate'] = (performer['avg_conversions'] or 0) * 100 / performer['avg_leads'] else: performer['avg_conversion_rate'] = 0 top_performers = list(performers_data) # Lead interaction analysis interactions = MarketingLeadInteraction.objects.filter( weekly_report__in=reports ).values('interaction_type').annotate( count=Count('id'), positive_outcomes=Count('id', filter=Q(outcome='positive')), conversions=Count('id', filter=Q(outcome='converted')) ) context = { 'total_reports': total_reports, 'metrics': metrics, 'weekly_performance': list(weekly_performance), 'top_performers': top_performers, 'interactions': interactions, 'date_range': f"{start_date} to {end_date}", } return render(request, 'customers/marketing_analytics_dashboard.html', context) return render(request, 'customers/quick_add_customer.html', {'form': form})