Leads queryset and optional agent

Author: mattfreire

leads/migrations/0004_auto_20201216_1046.py

@@ -0,0 +1,19 @@
+# Generated by Django 3.1.4 on 2020-12-16 10:46
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('leads', '0003_auto_20201216_1027'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='lead',
+            name='agent',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to='leads.agent'),
+        ),
+    ]

leads/migrations/0005_lead_organisation.py

@@ -0,0 +1,20 @@
+# Generated by Django 3.1.4 on 2020-12-16 10:53
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('leads', '0004_auto_20201216_1046'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='lead',
+            name='organisation',
+            field=models.ForeignKey(default=1, on_delete=django.db.models.deletion.CASCADE, to='leads.userprofile'),
+            preserve_default=False,
+        ),
+    ]

leads/models.py

@@ -19,7 +19,8 @@ class Lead(models.Model):
     first_name = models.CharField(max_length=20)
     last_name = models.CharField(max_length=20)
     age = models.IntegerField(default=0)
-    agent = models.ForeignKey("Agent", on_delete=models.CASCADE)
+    organisation = models.ForeignKey(UserProfile, on_delete=models.CASCADE)
+    agent = models.ForeignKey("Agent", null=True, blank=True, on_delete=models.SET_NULL)
 
     def __str__(self):
         return f"{self.first_name} {self.last_name}"

leads/views.py

@@ -29,9 +29,19 @@ def landing_page(request):
 
 class LeadListView(LoginRequiredMixin, generic.ListView):
     template_name = "leads/lead_list.html"
-    queryset = Lead.objects.all()
     context_object_name = "leads"
 
+    def get_queryset(self):
+        user = self.request.user
+        # initial queryset of leads for the entire organisation
+        if user.is_organisor:
+            queryset = Lead.objects.filter(organisation=user.userprofile)
+        else:
+            queryset = Lead.objects.filter(organisation=user.agent.organisation)
+            # filter for the agent that is logged in
+            queryset = queryset.filter(agent__user=user)
+        return queryset
+
 
 def lead_list(request):
     leads = Lead.objects.all()
@@ -43,9 +53,19 @@ def lead_list(request):
 
 class LeadDetailView(LoginRequiredMixin, generic.DetailView):
     template_name = "leads/lead_detail.html"
-    queryset = Lead.objects.all()
     context_object_name = "lead"
 
+    def get_queryset(self):
+        user = self.request.user
+        # initial queryset of leads for the entire organisation
+        if user.is_organisor:
+            queryset = Lead.objects.filter(organisation=user.userprofile)
+        else:
+            queryset = Lead.objects.filter(organisation=user.agent.organisation)
+            # filter for the agent that is logged in
+            queryset = queryset.filter(agent__user=user)
+        return queryset
+
 
 def lead_detail(request, pk):
     lead = Lead.objects.get(id=pk)
@@ -70,7 +90,7 @@ def form_valid(self, form):
             recipient_list=["[email protected]"]
         )
         return super(LeadCreateView, self).form_valid(form)
-    
+
 
 def lead_create(request):
     form = LeadModelForm()
@@ -87,9 +107,13 @@ def lead_create(request):
 
 class LeadUpdateView(OrganisorAndLoginRequiredMixin, generic.UpdateView):
     template_name = "leads/lead_update.html"
-    queryset = Lead.objects.all()
     form_class = LeadModelForm
 
+    def get_queryset(self):
+        user = self.request.user
+        # initial queryset of leads for the entire organisation
+        return Lead.objects.filter(organisation=user.userprofile)
+
     def get_success_url(self):
         return reverse("leads:lead-list")
 
@@ -111,11 +135,15 @@ def lead_update(request, pk):
 
 class LeadDeleteView(OrganisorAndLoginRequiredMixin, generic.DeleteView):
     template_name = "leads/lead_delete.html"
-    queryset = Lead.objects.all()
 
     def get_success_url(self):
         return reverse("leads:lead-list")
 
+    def get_queryset(self):
+        user = self.request.user
+        # initial queryset of leads for the entire organisation
+        return Lead.objects.filter(organisation=user.userprofile)
+
 
 def lead_delete(request, pk):
     lead = Lead.objects.get(id=pk)