GitHub - jatolentino/Django-CRM: Customer Relationship Management

A Customer Relationship Management for your clients and deals

Features

Project features @ ver-1.9

user login
user registration
user password reset by email
leads & agents creation
leads & agents management
agents classification
category creation & assignement

CRM-promo.mp4

Quick Installation

Previous considerations:

Python 3.9 installed
Pip installed (comes with Python 3, no worries)
Virtualenv installed (comes with Python 3, no worries)
Python added to your local variables
If you have python 3.11 or other versions, it's necessary to configure a new environment because the default environment with which this project runs works under Python 3.9.
To configure a new environment with your Python version, do this:
- Delete the env folder on the root of this project
- Create a new env: python -m venv env
Note: It's known that the package psycopg2-binary==2.9.5 is compatible with python 3.11 version and psycopg2-binary==2.9.3 (used in this project) is compatible with python 3.9 If you have python 3.11, be careful to make this change in the requirements.txt (meaning change to psycopg2-binary==2.9.5 as we use Python 3.9 that works with psycopg2 2.9.3)

This project uses PostgreSQL as database (like described in step 52), so you will need to follow that step to download and configure your database if you want to use PostgreSQL. But, if you just want to use the default sqlite3 database that comes with django and run the project as quick as possible. Follow these steps :)

Clone the repository to your local folder
Open the folder repo with VS code or git bash

In VS terminal or git bash, input the following commands

 env/Scripts/activate #for vscode  # for git bash: source env/Scripts/activate
 pip install -r requirements.txt # don't forget to change here to psycopg2-binary==2.9.5 if you use python 3.11

Comment out the postgresql database config under crm/settings.py, so that you can switch to sqlite3, and change it to the default sqlite3

 # DATABASES = {
     # 'default': {
 	# 'ENGINE': 'django.db.backends.postgresql_psycopg2',
 	# 'NAME': env("DB_NAME"),
 	# 'USER': env("DB_USER"),
 	# 'PASSWORD': env("DB_PASSWORD"),
 	# 'HOST': env("DB_HOST"),
 	# 'PORT': env("DB_PORT"),
     # }
 # }

 DATABASES = {
     'default': {
 	'ENGINE': 'django.db.backends.sqlite3',
 	'NAME': BASE_DIR / 'db.sqlite3',
     }
 }

Continue the setup in the terminal, we are about to set this thing up :D

 python manage.py collectstatic
 python manage.py makemigrations
 python manage.py migrate
 python manage.py createsuperuser #create a user and assign a password as you like
 python manage.py runserver #add a port if the django default port (8000) is in use by other apps on your machine

Learn how to use below ...

How to use

Navigate to the home page http://192.168.0.127:8000/ and login with the superuser you created, add leads and agents as you want in http://192.168.0.127:8000/admin or create your agent acc in the home page.

Comprehensive guide to progressively implement this project

The pictures portray the results reached on every step and the versions keep track of the project's progress

1 Create & activate the virtual enviroment

In MINGW

 python -m venv enviroment
 source env/Scripts/activate

In VSCODE

 python -m venv enviroment
 env/Scripts/activate

2 Check packages

pip freeze

3 Install django

pip install django==3.1.4
pip freeze > requirements.txt

4 Create the project

django-admin startproject crm .

5 Add the gitignore

Create the gitignire file and fill with: https://github.com/github/gitignore/blob/main/Pythongitignore

6 Run the server

python manage.py runserver # port if necessary

7 Run migrate

python manage.py migrate

8 Create the app (for users/leads/payments)

python manage.py startapp leads

9 Add the new app 'leads' into the settings of the project

In crm/setting.py, edit

 INSTALLED_APPS = [
     'django.contrib.admin',
     'django.contrib.auth',
     'django.contrib.contenttypes',
     'django.contrib.sessions',
     'django.contrib.messages',
     'django.contrib.staticfiles',
     'leads'
 ]

10 Open models, edit & run

In leads/models.py, create the model Lead as a class

 class Lead(models.Model):
     first_name = models.CharField(max_length=20)
     last_name = models.CharField(max_length=20)
     age = models.IntegerField(default=0)

In the terminal

 python manage.py makemigrations  # create the 001_initial.py, auth_user is created, db.sqlite3 needs to be deleted in custom user
 python manage.py migrate	 # create the database/applying leads.0001_initial

In VS CODE install SQLite to see the database

11 Create a model Agent (every Lead will have an agent)

In leads/models.py

 class Agent(models.Model):
     user = models.OneToOneField(User, on_delete=models.CASCADE)

12 Add a customizable User model

In leads/models.py

 from django.contrib.auth.models import AbstractUser
 
 class User(AbstractUser)L
 	pass

In crm/settings.py
```
 AUTH_USER_MODEL = "leads.User"
```

Delete 001_initial.py and db.sqlite3 files

 python manage.py makemigrations
 python manage.py migrate

13 Models Managers

Check the leads in the python shell

 python manage.py shell

 from leads.models import Lead
 Lead.objects.all()

Output: <QuerySet []>

Creating a superuser
```
 python manage.py createsuperuser
```

Check the user, in the terminal python manage.py shell

 from django.contrib.auth import get_user_model
 User = get_user_model()
 User.objects.all()

Output: <QuerySet [<User: jose>]>

 from leads.models import Agent
 admin_user = User.objects.get(username="jose")
 admin_user

Output: <User: jose>

 agent = Agent.objects.create(user=admin_user)
 exit()

14 Configure the Agent to show up the email

Edit leads/models.py

 class Agent(models.Model):
 	user = models.OneToOnefield(User, on_delete=models.CASCADE)

 	def __str__(self):
 		return self.user.email

In ther terminal python manage.py shell

 from leads.models import Agent
 Agent.objects.all()

Output: <Queryset [<Agent: jose@mail.com>]>

 from leads.models import Lead
 jose_agent = Agent.objects.get(user__email="jose@mail.com")
 jose_agent

Output: <Agent: jose@mail.com>

 Lead.objects.create(first_name="Joe", last_name="Soap", age=35, agent=jose_agent)

Output: <Lead: LEAD OBJECT (1)>

Edit leads/models/py

 class Lead(models.Model):
 	first_name = models.CharField(max_length=20)
     	last_name = models.CharField(max_length=20)
     	age = models.IntegerField(default=0)
 	
 	def __str__(self):
 		return f"{self.first_name} {self.last_name}"
 
 class Agent(models.Model):
 	user = models.OneToOneField(User, on_delete=models.CASCADE)	
 	def __str__(self):
 		return self.user.email

In the terminal

 python manage.py shell
 from lead.models import Lead
 Lead.objects.all()

Output: <QuerySet [<Lead: Joe Soap>]>

15 Forms and create view

Run the server and go to http://127.0.0.1/admin
Login with the superuser: jose

Add the user to show up in the admin site, go to leads/admin.py

 from .models import User, Lead, Agent
 
 admin.site.register(User)
 admin.site.register(Lead)
 admin.site.register(Agent)

Check http://127.0.0.1/admin output:

 Leads
 Agents	+Add  Change
 Leads	+Add  Change
 Users	+Add  Change

Configure the output of Agent in leads/models.py

 def __str__(self):
 	return self.user.username

The User/Agents/Leads can be created/modified/deleted in the http://127.0.0.1/admin

16 Add a home_page to display "hello world"

In leads/views.py

 from django.http import HttpResponse
 
 def home_page(request):
 	return HttpResponse("Hello World")

In crm/urls.py

 from leads.views import home_page
 urlpatterns = [
 	path('admin/', admin.site.urls),
 	path('', home_page)
 ]

17 Add a html page

Inside the app leads create the forlders templates/leads

Inside leads/templates/leads create & edit the file home_page.html

 <!DOCTYPE html>
 <html lang="en">
 <head>
 	<meta charset = "UTF-8">
 	<meta name = "viewport" content="width=device-width", initial-scale=1.0>
 	<title>Document</title>
 </head>
 <body>
 	<h1>Hello world</h1>
 	<p>Here is our HTML template</p>
 </body>
 </html>

Go to leads/views.py

 def home_page(request):
 	return render(request,"leads/home_page.html" )

Create a general 'templates' folder in crm (crm/templates)
Make the folder searcheable

Edit crm/settings.py

 TEMPLATES = [
 	{
 		'BACKEND': 'django.template.backends.django.Djangotemplates',
 		'DIRS': [BASE_DIR / "templates"],
 	}
 ]

Create the html in crm/templates/second_page.html

 <!DOCTYPE html>
 <html lang="en">
 <head>
 	<meta charset = "UTF-8">
 	<meta name = "viewport" content="width=device-width, initial-scale=1.0>
 	<title>Document</title>
 </head>
 <body>
 	<h1>Hello world</h1>
 	<p>This is the second page</p>
 </body>
 </html>

Go to leads/views.py

 def home_page(request):
 	return render(request, "second_page.html" )

18 Context

Create the context variable in leads/views.py

 def home_page(request):
 	context = {
 		"name" : Joe",
 		"age" : 35
 	}
 	return render(request,"second_page.html",context)

In templates/second_page.html

 <body>
 	<h1>Hello world</h1>
 	<p>This is the second page</p>
 	{{ name }}
 	{{ age }}
 </body>

Using the database, looping the data

In leads/views.py

 from .models import Lead

 def home_page(request):
 	leads = Lead.objects.all()
 	context = {
 		"leads": leads
 	}
 	return render(request,"secon_page.html",context)

In templates/second_page.html

 <body>
 	<ul>
 		{% for lead in leads %}
 		<li>{{ lead }} </li>
 		{% endfor %}
 	</ul>
 </body>

19 Urls in the app, namespaces

Create & edit leads/urls.py

from django.urls import path
from .views import home_page

app_name = "leads"
urlpatterns = [
  path('all/', home_page)  OR path('', home_page)
]

Edit crm/urls.py delete -> from leads.views import home_page delete -> path('', home_page)

 from django.urls import path, include

 urlpatterns = [
 	path('admin/', admin.site.urls),
 	path('leads/', include('leads.urls', namespace="leads"))
 ]

Test: navigate to http://127.0.0.1:8000/leads/all OR http://127.0.0.1:8000/leads/
Compiled in the branch of ver-1.0

20 Lead's list

Change home_page.html name to lead_list.html (leads/templates/leads/lead_list.html) and edit leads/views.py def home_page(request) -> def lead_list

 def lead_list(request):
 	leads = Lead.objects.all()
 	context = {
 		"leads": leads
 	}
 	return render(request, "leads/lead_list.html", context)

Edit leads/urls.py

 from django.urls import path
 from .views import lead_list
 app_name = "leads"
 urlpatterns = [
 	path('', lead_list)
 ]

Add style to lead_list.html

 <title>Document</title>
 <style>
 	.lead {
 		padding-top: 10px;
 		padding-bottom: 10px;
 		padding-left: 6px;
 		padding-right: 6px;
 		margin-top: 10px;
 		background-color: #f6f6f6;
 		width: 100%;
 	}
 </style>
 
 <body>
 	<h1> This is all of our leads</h1>
 	{% for lead in leads %}
 		<div class="lead">
 			{{ lead.first_name }} {{ lead.last_name }}. Age: {{ lead.age }}
 		</div>
 	{% endfor %}
 </body>

Test in: http://127.0.0.1:8000/leads/

Create another view for the details of the leads in leads/views.py

 def lead_detail(request, pk):
 	print(pk)
 	lead = Lead.objects.get(id=pk)
 	return HttpResponse("here is the detail view")

Import lead_detail in lead/urls.py

 from .views import lead_list, lead_detail
 
 app_name = "leads"
 
 urlspatterns = [
 	path('', lead_list),
 	path('<int:pk>', lead_detail)  #this is going to add a path according to the ID (primary key) of the user (pk)

Add links to the lead in leads/templates/leads/lead_list.html

 <body>
 	<a href="/leads/create">Create a new lead</a>
 	<h1> This is all of our lead lead</h1>
 	{% for lead in leads %}
 		<div class="lead">
 			<a href="/leads/{{ lead.pk }}/"> {{ lead.first_name }} {{ lead.last_name }}</a>. Age: {{ lead.age }}
 		</div>
 	{% endfor %}
 </body>

Test: http://127.0.0.1:8000/leads/1/

Modify the lead_detail, in leads/views.py

 def lead_detail(request, pk):
 	lead = Lead.objects.get(id=pk)
 	context = {
 		"lead": lead
 	}
 	return render(request, "leads/lead_detail.html", context)

Create & edit the html file templates/leads/lead_detail.html

 <!DOCTYPE html>
 <html lang="en">
 <head>
 	<meta charset="UTF-8">
 	<meta name="viewport" content="width=device-width, initial-scale=1.0">
 	<title>Document</title>
 	<style>
 		.lead {
 			padding-top: 10px;
 			padding-bottom: 10px;
 			padding-left: 6px;
 			padding-right: 6px;
 			margin-top: 10px;
 			background-color: #f6f6f6;
 			width: 100%;
 		}
 	</style>
 </head>
 <body>
 	<a href="/leads">Go back to leads</a>
 	<hr />
 	<h1> This is the details of {{ lead.first_name }}</h1>
 	<p> This persons age: {{ lead.age }} </p>
 </body>
 </html>

Edit the PATH leads/urls.py

 from .views import lead_list, lead_detail
 
 app_name = "leads"
 urlpatterns = [
 	path('', lead_list),
 	path('<int:pk>/', lead_detail)
 ]

Test 20-3: http://127.0.0.1:8000/leads/1/

21 Create leads with Forms

Create the lead_create in leads/views.py

 def lead_create(request):
 	return render(request, "leads/lead_create.html")

Create the html file: templates/leads/lead_create.html

 <!DOCTYPE html>
 <html lang="en">
 <head>
 	<meta charset="UTF-8">
 	<meta name="viewport" content="width=device-width, initial-scale=1.0">
 	<title>Document</title>
 </head>
 <body>
 	<a href="/leads">Go back to leads</a>
 	<hr />
 	<h1> Create a new lead </h1>
 </body>
 </html>

Edit the PATH leads/urls.py

 from .views import lead_list, lead_detail, lead_create
 
 app_name = "leads"
 urlpatterns = [
 	path('', lead_list),
 	path('<int:pk>/', lead_detail),
 	path('create', lead_create),
 ]

Test 21-1: http://127.0.0.1/leads/create

Create & edit the file forms in crm/leads/forms.py

 from django import forms
 
 class LeadForm(forms.Form):
 	first_name = forms.CharField()
 	last_name = forms.CharField()
 	age=forms.IntegerField(min_value=0)

Import Leadform to leads/views.py

 from .forms import LeadForm
 
 def lead_create(request):
 	context = {
 		"form": LeadForm()
 	}
 	return render(request, "leads/lead_create.html", context)

Configure the form html and add security to the form: leads/lead_create.html

 <body>
 	<a href="/leads"> Go back to leads</a>
 	<hr />
 	<h1> Create a new lead</h1>
 	<form method="post"> <!-- form method="post" action="/leads/another-url/"> -->
 		{% csrf_token %}
 		{{ form.as_p }}
 		<button type="submit" >Submit</button>
 	</form>
 </body>

Grab the data from the POST form: leads/views.py

 from .models import Lead, Agent
 def lead_create(request):
 	form = LeadForm()
 	if request.method == "POST":
 		print('Receiving a post request')
 		form = LeadForm(request.POST)
 		if form.is_valid():
 			print("the form in valid")
 			print(form.cleaned_data)
 			first_name = form.cleaned_data['first_name']
 			last_name = form.cleaned_data['last_name']
 			age = form.cleaned_data['age']
 			agent = Agent.objects.first()
 			Lead.objects.create(
 				first_name=first_name,
 				last_name=last_name,
 				age=age,
 				agent=agent
 			)
 			print("The lead has been created")
 	
 	context = {
 		"form": LeadForm()
 	}
 	return render(request, "leads/lead_create.html", context)

Test 21-2: Go to http://127.0.0.1:8000/leads/create/ and create a lead, then SUBMIT
Verify in http://127.0.0.1:8000/leads/
Verify the prompt in the VS code or check in http://127.0.0.1:8000/admin/leads/lead/

Compiled in the branch of ver-1.1

Redirect to http://127.0.0.1:8000/leads/ after creating a user In leads/view.py

 from django.shortcuts import render, redirect
 :
 :
 agent = Agent.objects.first()
 	Lead.objects.create(
 		first_name=first_name,
 		last_name=last_name,
 		age=age,
 		agent=agent
 		)
 		return redirect("/leads")
 :

22 Using Django ModelsForm

Edit leads/forms.py

 from django import forms
 from .models import Lead
 
 class LeadModelForm(forms.ModelForm):
 	class Meta:
 		model = Lead
 		fields = (
 			'first_name',
 			'last_name',
 			'age',
 			'agent',
 		)

Simplify using LeadModelForm: edit leads/views.py, change LeadForm -> LeadModelForm

 from .forms import LeadModelForm
 
 def lead_create(request):
 	form = LeadModelForm()
 	if request.method == "POST":
 		form = LeadModelForm(request.POST)
 		if form.is_valid():
 			form.save()
 			return redirect("/leads")
 	context = {
 		"form": form
 	}
 	return render(request, "leads/lead_create.html", context)

Edit leads/lead_detail.html

 <body>
 	<a href="/leads">  Go back to leads</a>
 	<hr />
 	<h1>This is the details of {{ lead.first_name }}</h1>
 	<p>This persons age: {{ lead.age }} </p>
 	<p>The agent responsible for this lead is : {{ lead.agent }}</p>
 </body>

Test 21-3: Go to http://127.0.0.1:8000/leads/

23 Create the lead_update model

In lead/views.py

 def lead_update(request, pk):
 	lead = Lead.objects.get(id=pk)
 	form = LeadForm()
 	if reques.method == "POST":
 		form = LeadForm(request.POST)
 		if form.is_valid():
 			first_name = form.cleaned_data['first_name']
 			last_name = form.cleaned_data['last_name']
 			age = form.cleaned_data['age']
 			lead.first_name = first_name
 			lead.last_name = last_name
 			lead.age = age
 			lead.save()
 			return redirect("/leads")
 	context = {
 		"form": form,
 		"lead": lead
 	}
 	return render(request, "leads/lead_update.html", context)
 	```

Edit leads/urls.py

 from .views import lead_list, lead_detail, lead_create, lead_update
 app_name = "leads"
 
 urlpatterns = [
 	path('', lead_list),
 	path('<int:pk>/', lead_detail),
 	path('<int:pk>/update/', lead_update),
 	path('create'/, lead_create)
 	]
 	```

Create the templates/leads/lead_update.html file

 <!DOCTYPE html>
 <html lang="en">
 <head>
 	<meta charset="UTF-8">
 	<meta name="viewport" content="width=device-width, initial-scale=1.0">
 	<title>Document</title>
 </head>
 <body>
 	<a href="/lead">Go back to leads</a>
 	<hr />
 	<h1>Update lead: {{ lead.first_name }} {{ lead.last_name }}</h1>
 	<form method="post">
 		{% csrf_token %}
 		{{ form.as_p }}
 		<button type="submit">Submit</button>
 	</form>
 </body>
 </html>

Simplify the lead_update model with LeadModelform in templates/leads/views.py

 def lead_update(request, pk):
 	lead = Lead.objects.get(id=pk)
 	form = LeadModelForm(instance=lead)
 	if request.method == "POST":
 		form = LeadModelForm(request.POST, instance=lead)
 		if form.is_valid():
 			form.save()
 			return redirect("/leads")
 	context = {
 		"form": form,
 		"lead": lead
 	}
 	return render(request, "leads/lead_update.html", context)

Test 23.1 Go to http://127.0.0.1:8000/leads/1/update/ and update/edit

24 Create the model delete

In lead/views.py, create the lead_delete model

 def lead_delete(request, pk):
     lead = Lead.objects.get(id=pk)
     lead.delete()
     return redirect("/leads")

Edit the leads/urls.py

 from .views import lead_list, lead_detail, lead_create, lead_update, lead_delete
 app_name = "lead"
 
 urlpatterns = [
 	path('', lead_list),
 	path('<int:pk>', lead_detail),
 	path('<int:pk>/update/', lead_update),
 	path('<int:pk>/delete/', lead_delete),
 	path('create/', lead_create)
 ]

Add a delete and update button the lead_detail.html page

 <body>
 	<a href="/leads">  Go back to leads</a>
 	<hr />
 	<h1>This is the details of {{ lead.first_name }}</h1>
 	<p>This persons age: {{ lead.age }} </p>
 	<p>The agent responsible for this lead is : {{ lead.agent }}</p>
 	<hr />
 	<a href="/leads/{{ lead.pk }}/update/">Update</a>
 	<a href="/leads/{{ lead.pk }}/delete/">Delete</a>
 </body>

Test 24.1 Go to http://127.0.0.1:8000/leads/, choose a lead to be deleted

25 Change URLs' names

Edit the leads/urls.py

 :
 urlpatterns = [
 	path('', lead_list, name='lead-list'),
 	path('<int:pk>/', lead_detail, name='lead-detail'),
 	path('<int:pk>/update/', lead_update, name='lead-update'),
 	path('<int:pk>/delete/', lead_delete, name='lead-delete'),
 	path('create/', lead_create, name='lead-create') #i.e. path('create-a-lead/', lead_create, name='lead-create')
 ]

Change to the URL's name in leads/lead_detail.html: from this <a href="/leads"> Go back.. -> <a href="{% url 'leads:lead-list' %"> Go back..

 <body>
 	<a href="{% url 'leads:lead-list' %}">Go back to leads</a>
 	<hr />
 	<h1>This is the details of {{ lead.first_name }}</h1>
 	<p>This persons age: {{ lead.age }} </p>
 	<p>The agent responsible for this lead is : {{ lead.agent }}</p>
 	<hr />
 	<a href="{% url 'leads:lead-update' lead.pk %}">Update</a>
 	<a href="{% url 'leads:lead-delete' lead.pk %}">Delete</a>
 </body>

Change to the URL's name in leads/lead_list.html: from this <a href="/leads/create">Create.. -> <a href="{% url 'leads:lead-create' %">Create..

 <body>
 	<a href="{% url 'leads:lead-create' %}">Create a new lead</a>
 	<h1> This is all of our leads</h1>
 	{% for lead in leads %}
 		<div class="lead">
 			<a href="{% url 'leads:lead-detail' lead.pk %}"> {{ lead.first_name }} {{ lead.last_name }}</a>. Age: {{ lead.age }}
 		</div>
 	{% endfor %}
 </body>

Change to the URL's name in leads/lead_create.html: <a href="/lead">Go back... -> <a href="{% url 'leads:lead-detail' %}">Go back...

 <body>
 	<a href="{% url 'leads:lead-list' %}"> Go back to leads</a>
 	<hr />
 	<h1> Create a new lead</h1>
 	<form method="post"> <!-- form method="post" action="/leads/another-url/"> -->
 		{% csrf_token %}
 		{{ form.as_p }}
 		<button type="submit" >Submit</button>
 	</form>
 </body>

Change to the URL's name in leads/lead_update.html: <a href="/lead">Go back... -> <a href="{% url 'leads:lead-detail' %}">Go back...

 <body>
 	<a href="{% url 'leads:lead-detail' lead.pk %}">Go back to {{ lead.first_name }} {{ lead.last_name }} </a>
 	<hr />
 	<h1>Update lead: {{ lead.first_name }} {{ lead.last_name }}</h1>
 	<form method="post">
 		{% csrf_token %}
 		{{ form.as_p }}
 		<button type="submit">Submit</button>
 	</form>
 </body>

Compiled in the branch of ver-1.2

26 Create a template

Create base.html in crm/templates/

 <!DOCTYPE html>
 <html lang="en">
 <head>
 	<meta charset="UTF-8">
 	<meta name="viewport" content="width=device-width, initial-scale=1.0">
 	<title>CRM</title>
 	<style>
 		.lead {
 			padding-top: 10px;
 			padding-bottom: 10px;
 			padding-left: 6px;
 			padding-right: 6px;
 			margin-top: 10px;
 			background-color: #f6f6f6;
 			width: 100%;
 		}
 	</style>
 </head>
 <body>
 	{% block content %}
 	{% endblock content %}
 </body>
 </html>

Update the leads/lead_list.html file

 {% extends "base.html" %}

 {% block content %}
     <a href="{% url 'leads:lead-create' %}">Create a new lead</a>
     <hr />
     <h1> This is all of our leads</h1>
     {% for lead in leads %}
         <div class="lead">
             <a href="{% url 'leads:lead-detail' lead.pk %}"> {{ lead.first_name }} {{ lead.last_name }}</a>. Age: {{ lead.age }}
         </div>
 	{% endfor %}
 {% endblock content %}

Update the leads/lead_detail.html file

 {% extends "base.html" %}
 {% block content %}
 	<a href="{% url 'leads:lead-list' %}">Go back to leads</a>
     <hr />
     <h1>This is the details of {{ lead.first_name }}</h1>
     <p>This persons age: {{ lead.age }} </p>
     <p>The agent responsible for this lead is : {{ lead.agent }}</p>
     <hr />
     <a href="{% url 'leads:lead-update' lead.pk %}">Update</a>
     <a href="{% url 'leads:lead-delete' lead.pk %}">Delete</a>
 {% endblock content %}

Update the leads/lead_update.html file

 {% extends "base.html" %}
 {% block content %}
     <a href="{% url 'leads:lead-detail' lead.pk %}">Go back to {{ lead.first_name }} {{ lead.last_name }} </a>
     <hr />
     <h1>Update lead: {{ lead.first_name }} {{ lead.last_name }}</h1>
     <form method="post">
         {% csrf_token %}
         {{ form.as_p }}
         <button type="submit">Submit</button>
     </form>
 {% endblock content %}

Update the leads/lead_create.html file

 {% extends "base.html" %}
 {% block content %}
     <a href="{% url 'leads:lead-list' %}"> Go back to leads</a>
     <hr />
     <h1> Create a new lead</h1>
     <form method="post"> <!-- form method="post" action="/leads/another-url/"> -->
         {% csrf_token %}
         {{ form.as_p }}
         <button type="submit" >Submit</button>
     </form>
 {% endblock content %}

Update the leads/lead_list.html file

 {% extends "base.html" %}
 {% block content %}
     <a href="{% url 'leads:lead-create' %}">Create a new lead</a>
     <hr />
     <h1> This is all of our leads</h1>
     {% for lead in leads %}
         <div class="lead">
             <a href="{% url 'leads:lead-detail' lead.pk %}"> {{ lead.first_name }} {{ lead.last_name }}</a>. Age: {{ lead.age }}
         </div>
 	{% endfor %}
 {% endblock content %}

Example to create ah html script file crm/templates/scripts.html and include it on the base.html
Edit the crm/templates/scripts.html
```
 <script>
 console.log("hello")
 </script>
```

Include the scripts in base.html

 :
 <body>
 	{% block content %}
 	{% endblock content %}
 	{% include "scripts.html" %}
 </body>

Compiled in the branch of ver-1.3

27 Adding Tailwindcss

Go to https://v2.tailwindcss.com/docs/installation#using-tailwind-via-cdn and edit templates/base.html

 	<!DOCTYPE html>
 	<html lang="en">
 	<head>
 		<meta charset="UTF-8">
 		<meta name="viewport" content="width=device-width, initial-scale=1.0">
 		<title>CRM</title>
 		<link href="https://unpkg.com/tailwindcss@^2/dist/tailwind.min.css" rel="stylesheet">
 	</head>
 	<body>
 		<div class = "max-w-4xl mx-auto bg-gray-100">
 			{% block content %}
 			{% endblock content %}
 		</div>
 	</body>
 	</html>

Create the file crm/templates/navbar.html and add the navbar header from https://tailblocks.cc/

 <header class="text-gray-600 body-font">
   <div class="container mx-auto flex flex-wrap p-5 flex-col md:flex-row items-center">
     <a class="flex title-font font-medium items-center text-gray-900 mb-4 md:mb-0">
       <svg xmlns="http://www.w3.org/2000/svg" fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-10 h-10 text-white p-2 bg-indigo-500 rounded-full" viewBox="0 0 24 24">
 	<path d="M12 2L2 7l10 5 10-5-10-5zM2 17l10 5 10-5M2 12l10 5 10-5"></path>
       </svg>
       <span class="ml-3 text-xl"> CRM </span>
     </a>
     <nav class="md:ml-auto flex flex-wrap items-center text-base justify-center">
       <a href="{% url 'leads:lead-list' %}" class="mr-5 hover:text-gray-900">Leads</a>
       <a class="mr-5 hover:text-gray-900">Sign up</a>
     </nav>
     <a href="{% url 'leads:lead-list' %}" class="inline-flex items-center bg-gray-100 border-0 py-1 px-3 focus:outline-none hover:bg-gray-200 rounded text-base mt-4 md:mt-0">Login
       <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-1" viewBox="0 0 24 24">
 	<path d="M5 12h14M12 5l7 7-7 7"></path>
       </svg>
     </a>
   </div>
 </header>

Update the templates/base.html file, including the navbar.html

 	<!DOCTYPE html>
 	<html lang="en">
 	<head>
 		<meta charset="UTF-8">
 		<meta name="viewport" content="width=device-width, initial-scale=1.0">
 		<title>CRM</title>
 		<link href="https://unpkg.com/tailwindcss@^2/dist/tailwind.min.css" rel="stylesheet">
 	</head>
 	<body>
 		<div class = "max-w-7xl mx-auto">
 			{% include 'navbar.html' %}
 			{% block content %}
 			{% endblock content %}
 		</div>
 	</body>
 	</html>

Test 27.1 Go to http://127.0.0.1:8000/leads/

Create the file templates/landing.html and add the code from HERO 2nd option at https://tailblocks.cc/

 {% extends 'base.html' %}
 {% block content %}
 <section class="text-gray-600 body-font">
   <div class="container mx-auto flex px-5 py-24 items-center justify-center flex-col">
     <img class="lg:w-2/6 md:w-3/6 w-5/6 mb-10 object-cover object-center rounded" alt="hero" src="https://dummyimage.com/720x600">
     <div class="text-center lg:w-2/3 w-full">
       <h1 class="title-font sm:text-4xl text-3xl mb-4 font-medium text-gray-900"> CRM build with Django </h1>
       <p class="mb-8 leading-relaxed">
       	This CRM helps you manage your leads.
       </p>
       <div class="flex justify-center">
 	<button class="inline-flex text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded text-lg">Button</button>
 	<button class="ml-4 inline-flex text-gray-700 bg-gray-100 border-0 py-2 px-6 focus:outline-none hover:bg-gray-200 rounded text-lg">Button</button>
       </div>
     </div>
   </div>
 </section>
 {% endblock content %}

Define the landing_page in leads/views.py

 def landing_page(request):
 	return render(request, "landing.html")

Create the paths in crm/urls.py

  :
  from leads.views import landing_page
  urlpatterns = {
  :
  path('', landing_page, name='landing-page'),
  :
  ]

Test 27.2 Go to http://127.0.0.1:8000

Format the leads/lead_list.html from tailwindcss (FEATURE, 4th option) inside the {% block content %}

 {% extends "base.html" %}
 {% block content %}
 	<section class="text-gray-600 body-font">
 	  <div class="container px-5 py-24 mx-auto flex flex-wrap">
 	  
 	    <!-- 1st script Added -->
 	    <div class="w-full mb-6 py-6 flex justify-between items-center border-b border-gray-200">
 	    	<div>
 			<h1 clas="text-4xl text-gray-800">Lead</h1>
 		</div>
 		<div>
 			<a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:lead-create' %}">Create a new lead</a>
 		</div>
 	    </div>
 	    <!-- End 1st script -->
 	    
 	    <div class="flex flex-wrap -m-4">
 	    
 	     {% for lead in leads %}
 	      <div class="p-4 lg:w-1/2 md:w-full">
 		<div class="flex border-2 rounded-lg border-gray-200 border-opacity-50 p-8 sm:flex-row flex-col">
 		  <div class="w-16 h-16 sm:mr-8 sm:mb-0 mb-4 inline-flex items-center justify-center rounded-full bg-indigo-100 text-indigo-500 flex-shrink-0">
 		    <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-8 h-8" viewBox="0 0 24 24">
 		      <path d="M22 12h-4l-3 9L9 3l-3 9H2"></path>
 		    </svg>
 		  </div>
 		  <div class="flex-grow">
 		    <h2 class="text-gray-900 text-lg title-font font-medium mb-3">{{ lead.first_name }} {{ lead.last_name }}</h2>
 		    <p class="leading-relaxed text-base">Blue bottle crucifix vinyl post-ironic four dollar toast 
 		    vegan taxidermy. Gastropub indxgo juice poutine.</p>
 		    <a href="{% url 'leads:lead-detail' lead.pk %}" class="mt-3 text-indigo-500 inline-flex items-center">View this lead
 		      <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" 
 		      stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
 			<path d="M5 12h14M12 5l7 7-7 7"></path>
 		      </svg>
 		    </a>
 		  </div>
 		</div>
 	      </div>
 	     {% endfor %}
 	     
 	    </div>
 	  </div>
 	</section>
 {% endblock content %}

Test 27.3 Go to http://127.0.0.1:8000/leads/

Format the leads/lead_detail.html from tailwindcss (ECOMMERCE, 2nd option) inside the {% block content %}

 {% extends "base.html" %}
 {% block content %}

 	<section class="text-gray-600 body-font overflow-hidden">
 	  <div class="container px-5 py-24 mx-auto">
 	    <div class="lg:w-4/5 mx-auto flex flex-wrap">
 	      <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
 		<h2 class="text-sm title-font text-gray-500 tracking-widest">Lead</h2>
 		<h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>
 		<div class="flex mb-4">
 		  <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Overview</a>  <!-- interchaged -->
 		  <a class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Reviews</a>		<!-- interchaged -->
 		  <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Update Details</a> <!-- interchaged -->
 		</div>
 		<p class="leading-relaxed mb-4">Fam locavore kickstarter distillery. Mixtape chillwave tumeric sriracha taximy chia microdosing tilde DIY. 
 		XOXO fam inxigo juiceramps cornhole raw denim forage brooklyn. Everyday carry +1 seitan poutine tumeric. 
 		Gastropub blue bottle austin listicle pour-over, neutra jean.</p>
 		<div class="flex border-t border-gray-200 py-2">
 		  <span class="text-gray-500">Age</span>
 		  <span class="ml-auto text-gray-900">{{ lead.age }}</span>
 		</div>
 		<div class="flex border-t border-gray-200 py-2">
 		  <span class="text-gray-500">Location</span>
 		  <span class="ml-auto text-gray-900">Random location</span>
 		</div>
 		<div class="flex border-t border-b mb-6 border-gray-200 py-2">
 		  <span class="text-gray-500">Cellphone</span>
 		  <span class="ml-auto text-gray-900">+351244352432</span>
 		</div>
 		<div class="flex">
 		  <!-- <span class="title-font font-medium text-2xl text-gray-900">$58.00</span> -->
 		  <button class="flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Button</button>
 		  <button class="rounded-full w-10 h-10 bg-gray-200 p-0 border-0 inline-flex items-center justify-center text-gray-500 ml-4">
 		    <svg fill="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-5 h-5" viewBox="0 0 24 24">
 		      <path d="M20.84 4.61a5.5 5.5 0 00-7.78 0L12 5.67l-1.06-1.06a5.5 5.5 0 00-7.78 7.78l1.06 
 		      1.06L12 21.23l7.78-7.78 1.06-1.06a5.5 5.5 0 000-7.78z"></path>
 		    </svg>
 		  </button>
 		</div>
 	      </div>
 	      <img alt="ecommerce" class="lg:w-1/2 w-full lg:h-auto h-64 object-cover object-center rounded" src="https://dummyimage.com/400x400">
 	    </div>
 	  </div>
 	</section>	
 	
 	<!--
 	<a href="{% url 'leads:lead-list' %">Go back to leads</a>
 	<hr />
 	<h1>This is the details of {{ lead.first_name }}</h1>
 	<p>This persons age: {{ lead.age }} </p>
 	<p>The agent responsible for this lead is : {{ lead.agent }}</p>
 	<hr />
 	<a href="{% url 'leads:lead-update' lead.pk %}">Update</a>
 	<a href="{% url 'leads:lead-delete' lead.pk %}">Delete</a>
 	-->
 {% endblock content %}

Format the leads/lead_update.html from tailwindcss (ECOMMERCE, 2nd option) inside the {% block content %}

 {% extends "base.html" %}
 {% block content %}

 	<section class="text-gray-600 body-font overflow-hidden">
 	  <div class="container px-5 py-24 mx-auto">
 	    <div class="lg:w-4/5 mx-auto flex flex-wrap">
 	      <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
 		<h2 class="text-sm title-font text-gray-500 tracking-widest">Lead</h2>
 		<h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>
 		<div class="flex mb-4">
 		  <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Overview</a>  <!-- interchaged -->
 		  <a class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Reviews</a>		<!-- interchaged -->
 		  <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Update Details</a> <!-- interchaged -->
 		</div>
 		<form method="post">
 		{% csrf_token %}
 		{{ form.as_p }}
 		<button type="submit">Submit</button>
 		</form>
 		<a href="{% url 'leads:lead-delete' lead.pk %}" class="w-1/2 mt-3 flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Delete</a>
 	      </div>
 	      <img alt="ecommerce" class="lg:w-1/2 w-full lg:h-auto h-64 object-cover object-center rounded" src="https://dummyimage.com/400x400">
 	    </div>
 	  </div>
 	</section>	
 	
 	<!--
 	<a href="{% url 'leads:lead-list' %">Go back to leads</a>
 	<hr />
 	<h1>This is the details of {{ lead.first_name }}</h1>
 	<p>This persons age: {{ lead.age }} </p>
 	<p>The agent responsible for this lead is : {{ lead.agent }}</p>
 	<hr />
 	<a href="{% url 'leads:lead-update' lead.pk %}">Update</a>
 	<a href="{% url 'leads:lead-delete' lead.pk %}">Delete</a>
 	
 	
 	<a href="{% url 'leads:lead-detail' lead.pk %}">Go back to {{ lead.first_name }} {{ lead.last_name }} </a>
 	<hr />
 	<h1>Update lead: {{ lead.first_name }} {{ lead.last_name }}</h1>
 	-->
 {% endblock content %}

Test 27.4 Go to http://127.0.0.1:8000/leads/update

28 Using classes & replacing the functions

Create a templates/leads/lead_delete.html

{% extends "base.html" %}
{% block content %}
    <a href="{% url 'leads:lead-list' %}"> Go back to leads</a>
    <hr />
    <h1>Are you sure you want to delete this lead?</h1>
    <form method="post"> <!-- form method="post" action="/leads/another-url/"> -->
        {% csrf_token %}
        {{ form.as_p }}
        <button type="submit" >Submit</button>
    </form>
{% endblock content %}

In leads/views.py, add class LandingPageView using django.viwes.generic

from django.shortcuts import render, redirect, reverse
from django.http import HttpResponse
from django.views.generic import (TemplateView, ListView, DetailView,
CreateView, DeleteView, UpdateView)
from .models import Lead, Agent
from .forms import LeadModelForm

class LandingPageView(TemplateView):
    template_name = "landing.html"
#def landing_page(request):
#   return render(request, "landing.html")

class LeadListView(ListView):
    template_name = "leads/lead_list.html"
    queryset = Lead.objects.all()
    context_object_name = "leads"
#def lead_list(request):
#   leads = Lead.objects.all()
#   context = {
#     "leads": leads
#    }
#   return render(request, "leads/lead_list.htnl)

class LeadDetailView(DetailView):
    template_name = "leads/lead_detail.html"
    queryset = Lead.objects.all()
    context_object_name = "lead"
#def lead_detail(request, pk):
#	lead = Lead.objects.get(id=pk)
#	context = {
#		"lead": lead
#	}
#   return render(request, "leads/lead_detail.html", context)

class LeadCreateView(CreateView):
    template_name = "leads/lead_create.html"
    form_class = LeadModelForm
    def get_success_url(self):
        return reverse("leads:lead-list")
#def lead_create(request):
#	form = LeadModelForm()
#	if request.method == "POST":
#		form = LeadModelForm(request.POST)
#		if form.is_valid():
#			form.save()
#			return redirect("/leads")
#	context = {
#		"form": form
#	}
#	return render(request, "leads/lead_create.html", context)

class LeadUpdateView(UpdateView):
    template_name = "leads/lead_update.html"
    queryset = Lead.objects.all()
    form_class = LeadModelForm
    def get_success_url(self):
        return reverse("leads:lead-list")    
#def lead_update(request, pk):
#	lead = Lead.objects.get(id=pk)
#	form = LeadModelForm(instance=lead)
#	if request.method == "POST":
#		form = LeadModelForm(request.POST, instance=lead)
#		if form.is_valid():
#			form.save()
#			return redirect("/leads")
#	context = {
#		"form": form,
#		"lead": lead
#	}

class LeadDeleteView(DeleteView):
    template_name = "leads/lead_delete.html"
    queryset = Lead.objects.all()
    def get_success_url(self):
        return reverse("leads:lead-list")
#def lead_delete(request, pk):
#    lead = Lead.objects.get(id=pk)
#    lead.delete()
#    return redirect("/leads")

Edit the crm/urls.py

from django.contrib import admin
from django.urls import path, include
from leads.views import LandingPageView, LeadListView

urlpatterns = [
    path('admin/', admin.site.urls),
    path('', LandingPageView.as_view(), name='landing_page'),
    path('leads/', include('leads.urls', namespace="leads"))
]

Edit the leads/urls.py

from .views import (lead_list, lead_detail, lead_create, lead_update, lead_delete, LeadListView, LeadDetailView, LeadCreateView, LeadDeleteView, 
LeadUpdateView)
   
app_name = "leads"

urlpatterns = [
    path('', LeadListView.as_view(), name='lead-list'),
    path('<int:pk>/', LeadDetailView.as_view(), name='lead-detail'),
    path('create/', LeadCreateView.as_view(), name='lead-create'),
    path('<int:pk>/update/', LeadUpdateView.as_view(), name='lead-update'),
    path('<int:pk>/delete/', LeadDeleteView.as_view(), name='lead-delete'),
    #path('', lead_list, name='lead-list'),
    #path('<int:pk>/', lead_detail, name='lead-detail'),
    #path('<int:pk>/update/', lead_update, name='lead-update'),
    #path('<int:pk>/delete/', lead_delete, name='lead-delete'),
    #path('create/', lead_create, name='lead-create')
]

Compiled in the branch of ver-1.4

29 Set the static files

Create the folder ./static and add the files main.js (console.log("hi") & style.css

Configure the crm/settings.py

:
STATIC_URL = '/static/'
STATICFILES_DIRS = [
    BASE_DIR/ "static"
]
STATIC_ROOT = "static_root"

Edit crm/urls.py and import the settings and static

:
from django.conf import settings
from django.conf.urls.static import static
:
urlpatterns = [
path('admin/', admin.site.urls),
path('', LandingPageView.as_view(), name='landing_page'),
path('leads/', include('leads.urls', namespace="leads"))
#static(settings.STATIC_URL, document_root=settings.STATIC_ROOT)
]

# access to static only if it's on debug mode
if settings.DEBUG:
    urlpatterns += static(settings.STATIC_URL, document_root=settings.STATIC_ROOT)

Test: Go to http:127.0.0.1:8000/static/main.js
console.log("hi")

Create folders: css, images, js in crm/static and move the files style.css and main.js to those folders

Add link to style.css in the templates/base.html

{% load static %}

<!DOCTYPE html>
:
    <link href = "{% static 'css/styles.css' %}" rel="stylesheet" />

Call static/js/main.js from the templates/scripts.html file
Edit(delete content) o templates/scripts.html
```
  {% load static %}
  <script src="{% static 'js/main.js' %}"></script>
```
Test: Go to http://127.0.0.1:8000 F12 inspect and see the message in the terminal

30 Send emails

Edit the leads/views.py (more info check env/lib/python3.7/site-packages/django/core/init.py send_mail section)

from django.core.mail import send_mail
:
class LeadCreateView(CreateView):
template_name = "leads/lead_create.html"
form_class = LeadModelForm
def get_success_url(self):
    return "/leads"
def form_valid(self, form):
    send_mail(
        subject="A lead has been created",
        message="Go to the website to see the new lead",
        from_email="test@test.com",
        recipient_list=["test2@test.com"]
    )
    return super(LeadCreateView, self).form_valid(form)

Edit the email backend in crm/settings.py
```
:
STATIC ROOT = "static_root'
:
AUTH_USER_MODEL = 'leads.User'
EMAIL_BACKEND = "django.core.mail.backends.console.EmailBackend"
```
Test: Create a lead in http:127.0.0.1:8000/leads/create and check on the VS console the email that has been sent alering that a new lead has been created.

31 Authentication

Create the folder registration in crm/templates/ and the file login.html & logout.html inside

Edit the crm/templates/registration/login.html file

{% extends 'base.html' %}
{% block content %}

<form method="post">
    {% csrf_token %}
    {{ form.as_p }}
    <button type='submit'>Login</button>
</form>

{% endblock content %}

Edit the crm/templates/registration/logout.html file

{% extends 'base.html' %}
{% block content %}

<h2> Thanks for visiting, you have been logged out </h2>

{% endblock content %}

Import LoginView & LogoutView in crm/urls.py, more info in env/lib/python3.7/site-packages/django/contrib/auth/views.py

:
from django.contrib.auth.views import LoginView, LogoutView
:
urlpatterns = [
    path('admin/, admin.site.urls),
    path('', LandingPageView.as_view(), name='landing-page'),
    path('leads/', include('leads.urls', name='leads'),
    path('login/', LoginView.as_view(), name='login'),
    path('logout/', LogoutView.as_view(), name='logout')
]

Configure redirect after login, go to crm/settings.py
```
:
EMAIL_BACKEND = ...
LOGIN_REDIRECT_URL = "/leads"
```
Test: Go to http://127.0.0.1:8000/login/ and test with the superuser or a random user to see the success/error of login

Configure the navbar after login, in crm/templates/navbar.html

<header class="text-gray-600 body-font">
  <div class="container mx-auto flex flex-wrap p-5 flex-col md:flex-row items-center">
    <a class="flex title-font font-medium items-center text-gray-900 mb-4 md:mb-0">
      <svg xmlns="http://www.w3.org/2000/svg" fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-10 h-10 text-white p-2 bg-indigo-500 rounded-full" viewBox="0 0 24 24">
	<path d="M12 2L2 7l10 5 10-5-10-5zM2 17l10 5 10-5M2 12l10 5 10-5"></path>
      </svg>
      <span class="ml-3 text-xl"> CRM </span>
    </a>
    <nav class="md:ml-auto flex flex-wrap items-center text-base justify-center">
      <a href="{% url 'leads:lead-list' %}" class="mr-5 hover:text-gray-900">Leads</a>
      {% if not request.user.is_authenticated %}
        <a class="mr-5 hover:text-gray-900">Sign up</a>
      {% endif %}
    </nav>
    {% if request.user.is_authenticated %}
        Logged in as: {{ request.user.username }}
        <a href="#" class="ml-3 inline-flex items-center bg-gray-100 border-0 py-1 px-3 focus:outline-none hover:bg-gray-200 rounded text-base mt-4 md:mt-0">Logout
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-1" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
        </a>
    {% else %}
        <a href="{% url 'leads:lead-list' %}" class="inline-flex items-center bg-gray-100 border-0 py-1 px-3 focus:outline-none hover:bg-gray-200 rounded text-base mt-4 md:mt-0">Login
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-1" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
        </a>
    {% endif %}
  </div>
</header>

Create the signup view in leads/views.py

:
from django.contrib.auth.forms import UserCreationForm
:

class SignupView(CreateView):
    template_name = "registration/signup.html"
    form_calss = UserCreationForm

    def get_success_url(self):
        return reverse("login")

Create the templates/registration/signup.html file

{% extends 'base.html' %}
{% block content %}

<form method="post">
    {% csrf_token %}
    {{ form.as_p }}
    <button type='submit'>Signup</button>
</form>

{% endblock content %}

Edit the crm/urls.py

:
from leads.views import LandingPageView, SignupView
:
urlpatterns = [
    path('admin/, admin.site.urls),
    path('', LandingPageView.as_view(), name='landing-page'),
    path('leads/', include('leads.urls', name='leads'),
    path('signup/', SignupView.as_view(), name='signup'),
    path('login/', LoginView.as_view(), name='login'),
    path('logout/', LogoutView.as_view(), name='logout')
]

Configure the navbar with the signup templates/navbar.html

<header class="text-gray-600 body-font">
  <div class="container mx-auto flex flex-wrap p-5 flex-col md:flex-row items-center">
    <a class="flex title-font font-medium items-center text-gray-900 mb-4 md:mb-0">
      <svg xmlns="http://www.w3.org/2000/svg" fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-10 h-10 text-white p-2 bg-indigo-500 rounded-full" viewBox="0 0 24 24">
	<path d="M12 2L2 7l10 5 10-5-10-5zM2 17l10 5 10-5M2 12l10 5 10-5"></path>
      </svg>
      <span class="ml-3 text-xl"> CRM </span>
    </a>
    <nav class="md:ml-auto flex flex-wrap items-center text-base justify-center">
      <a href="{% url 'leads:lead-list' %}" class="mr-5 hover:text-gray-900">Leads</a>
      {% if not request.user.is_authenticated %}
        <a href="{% url 'signup' %}" class="mr-5 hover:text-gray-900">Sign up</a>
      {% endif %}
    </nav>
    {% if request.user.is_authenticated %}
        Logged in as: {{ request.user.username }}
        <a href="{% url 'logout' %}" class="ml-3 inline-flex items-center bg-gray-100 border-0 py-1 px-3 focus:outline-none hover:bg-gray-200 rounded text-base mt-4 md:mt-0">Logout
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-1" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
        </a>
    {% else %}
        <a href="{% url 'login' %}" class="inline-flex items-center bg-gray-100 border-0 py-1 px-3 focus:outline-none hover:bg-gray-200 rounded text-base mt-4 md:mt-0">Login
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-1" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
        </a>
    {% endif %}
  </div>
</header>

Create the own userform: CustomUserCreationForm in leads/forms.py

from django import forms
from django.contrib.auth import get_user_model
from django.contrib.auth.forms import UserCreationForm, UsernameField
from .models import Lead

User = get_user_model()

class CustomUserCreationForm(UserCreationForm):
    class Meta:
        model = User
        fields = ("username",)
        field_classes = {'username': UsernameField}

Edit the leads/views.py

#from django.contrib.auth.forms import UserCreationForm
from .forms import LeadForm, LeadModelForm, CustomUserCreationForm

class SignupView(CreateView):
    template_name = "registration/signup.html"
    form_class = CustomUserCreationForm

    def get_success_url(self):
        return reverse("login")

Test: Go to http://127.0.0.1:8000/signup/ and create a new user, verify the user in http://127.0.0.1:8000/login/

32 Test django

The test python files always start with the string "test_name.py"

Test the landing page, edit leads/templatees/leads/tests.py

from django.test import TestCase
from django.shortcuts import reverse

class LandingPageTest(TestCase):
    def test_status_code(self):
        # TODO some sort of test
        response = self.client.get(reverse("landing-page"))
        print(response.content)
        self.asserEqual(response.status_code, 200) #check status
        self.asserTemplateUser(response, "landing.html") #check response of page
    def test_template_name(self):
        response = self.client.get(reverse("landing-page"))
        self.assertTemplateUsed(response, "landing.html")
     def test_get(self):
        # TODO some sort of test
        response = self.client.get(reverse("landing-page"))
        self.asserEqual(response.status_code, 200)
        self.asserTemplateUser(response, "landing.html")

Test in console: python manage.py test

Create a tests folder in crm/leads, to run the tests' files {test_views,test_forms), also add the init.py

from django.test import TestCase
from django.shortcuts import reverse

class LandingPageTest(TestCase):
     def test_get(self):
        response = self.client.get(reverse("landing-page"))
        self.asserEqual(response.status_code, 200)
        self.asserTemplateUser(response, "landing.html")

33 Authorization restriction

Restrict users to be only the leads they created

Edit leads/views.py, pass the LoginRequiredMixin to the models that require it

from django.contrib.auth.mixins import LoginRequiredMixin

class LeadListView(LoginRequiredMixin, ListView):
:
class LeadDetailView(LoginRequiredMixin, DetailView):
:
class LeadCreateView(LoginRequiredMixin, CreateView):
:
class LeadUpdateView(LoginRequiredMixin, UpdateView):
:
class LeadDeleteView(LoginRequiredMixin, DeleteView):
:

Go to http://127.0.0.1/leads and verify the restriction with the error (you must be logged out or in incognito mode)

Modify the redirection so it ca redirect to the login site, go to crm/settings.py
```
:
LOGIN_REDIRECT_URL = "/leads"
LOGIN_URL = "/login"
```

Create a model for the user so that the agent will inherit the userprofile properties in crm/leads/models.py

class UserProfile(models.Model):
    user = models.OneToOneField(User, on_delete=models.CASCADE)
    def __str__(self):
        return self.user.username

class Agent(models.Model):
    user = models.OneToOneField(User, on_delete=models.CASCADE)
    organization = models.ForeignKey(UserProfile, on_delete=models.CASCADE)
    def __str__(self):
        return self.user.email

Add the userprofile tab in the database of the admin website, edit leads/admin.py

from django.contrib import admin
from .models import User, Lead, Agent, UserProfile

admin.site.register(User)
admin.site.register(UserProfile)
admin.site.register(Lead)
admin.site.register(Agent)

To test, delete the crm/db.sqlite3 database, migrate and create again the superuser

python manage.py migrate
python manage.py createsuperuser
    user: jose
    password: 1
python manage.py makemigrations
1
2
python manage.py migrate
python manage.py runserver

Note: We wouldn't want to create a user profile for the new users because that process ought be automatic, so the triggering of events is handled by signals in Django

34 Using signals

Edit leads/models.py
```
from django.db.models.signals import post_save

def post_user_created_signal(sender, instance, created, **kwargs):
    print(instance, created) #created boolena T/F if the user was or not created

post_save.connect(post_user_created_signal, sender=User)
```
Test in http://127.0.0.1:8000/admin/leads/user/, select a user and then in his profile, click save

For instance the above script depicts a process when we push the save buttom of a user through the admin site, after clicking the save command, the event post_user_created_signal is triggered and shows the name of the user(instance) in the VS terminal

Configure the creation of a userprofile after the user was created, in leads/models.py

def post_user_created_signal(sender, instance, created, **kwargs):
    if created:
        UserProfile.objects.create(user=instance)
    :

35 Create the Agents app

Create the new app in crm folder:
python manage.py startapp agents

Add the agent app in crm/settings.py

INSTALLED_APPS = [
    :
    'leads',
    'agents'
]

Create crm/agents/urls.py and edit

from django.urls import path
from .views import AgentListView, AgentCreateView

app_name = 'agents'
urlpatterns = [
    path('', AgentListView.as_view(), name='agent-list'),
    path('create/', AgentCreateView.as_view(), name='agent-create')
]

Add the app in crm/urls.py

:
urlpatterns = [
    :
    path('agents/', include('agents.urls', namespace='agents')),
    :
]

Edit the agents/views.py file

from django.views import generic
from django.contrib.auth.mixins import LoginRequiredMixin
from leads.models import Agent
from django.shortcuts import reverse
from .forms import AgentModelForm

class AgentListView(LoginRequiredMixin, generic.ListView):
    template_name = "agents/agent_list.html"
    def get_queryset(self):
        return Agent.objects.all()

class AgentCreateView(LoginRequiredMixin, generic.CreateView):
    template_name = "agents/agent_create.html"
    form_class = AgentModelForm

    def get_success_url(self):
        return reverse("agents:agent-list")

    def form_valid(self, form):
        agent = form.save(commit=False)
        agent.organization = self.request.user.userprofile  #agents have a organiz property, Check leads/models.py
        agent.save() #agent is save in the organization
        return super(AgentCreateView, self).form_valid(form)

Create the templates folder inside the agents app (crm/agents/templates) and then the folder crm/agents/templates/agents.
Inside agents/templates/agents/ create the agent_list.html file and edit it

{% extends "base.html" %}
    {% block content %}
        <section class="text-gray-600 body-font">
        <div class="container px-5 py-24 mx-auto flex flex-wrap">
            <div class="w-full mb-6 py-6 flex justify-between items-center border-b border-gray-200">
                <div>
                <h1 class="text-4xl text-gray-800">Agents</h1>
            </div>
            <div>
                <a class="text-gray-500 hover:text-blue-500" href="{% url 'agents:agent-create' %}">Create a new agent</a>
            </div>
            </div>
            <div class="flex flex-wrap -m-4">
            {% for agent in object_list %}
            <div class="p-4 lg:w-1/2 md:w-full">
            <div class="flex border-2 rounded-lg border-gray-200 border-opacity-50 p-8 sm:flex-row flex-col">
            <div class="w-16 h-16 sm:mr-8 sm:mb-0 mb-4 inline-flex items-center justify-center rounded-full bg-indigo-100 text-indigo-500 flex-shrink-0">
                <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-8 h-8" viewBox="0 0 24 24">
                <path d="M22 12h-4l-3 9L9 3l-3 9H2"></path>
                </svg>
            </div>
            <div class="flex-grow">
                <h2 class="text-gray-900 text-lg title-font font-medium mb-3">{{ agent.user.username }}</h2>
                <p class="leading-relaxed text-base">Blue bottle crucifix vinyl post-ironic four dollar toast 
                vegan taxidermy. Gastropub indxgo juice poutine.</p>
                <a href="{% url 'agents:agent-detail' agent.pk %}" class="mt-3 text-indigo-500 inline-flex items-center">View agent
                <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" 
                stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
                <path d="M5 12h14M12 5l7 7-7 7"></path>
                </svg>
                </a>
            </div>
            </div>
            </div>
            {% endfor %}
            </div>
        </div>
        </section>
{% endblock content %}

Create crm/agents/forms.py

from django import forms
from leads.models import Agent
class AgentModelForm(forms.ModelForm):
        class Meta:
                model = Agent
                fields = (
                        'user',
                )

Create the agents/templates/agents/agent_create.html

{% extends "base.html" %}
{% block content %}
    <a href="{% url 'agents:agent-list' %}"> Go back to agents</a>
    <hr />
    <h1> Create a new agent</h1>
    <form method="post">
        {% csrf_token %}
        {{ form.as_p }}
        <button type="submit" >Submit</button>
    </form>
{% endblock content %}

Test: Go to http://127.0.0.1:8000/agents/ and click on Create a new agent

36 Create the other agents view

Create the AgentDetailView in agents/views.py

:
class AgentDetailView(LoginRequiredMixin, generic.DetailView):
    template_name = "agents/agent_detail.html"
    def get_queryset(self):
        return Agent.objects.all

Edit the agents/urls.py

from django.urls import path
from .views import AgentListView, AgentCreateView, AgentDetailView
app_name = 'agents'

urlpatterns=[
    path('', AgentListView.as_view(), name='agent-list'),
    path('<int:pk>/', AgentDetailView.as_view(), name='agent-detail'),
    path('create/', AgentCreateView.as_view(), name='agent-create'),
]

Create agent_detail.html inside templates/agents

{% extends "base.html" %}
{% block content %}
    <section class="text-gray-600 body-font overflow-hidden">
    <div class="container px-5 py-24 mx-auto">
        <div class="lg:w-4/5 mx-auto flex flex-wrap">
        <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
        <h2 class="text-sm title-font text-gray-500 tracking-widest">AGENT</h2>
        <h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ agent.user.username }}</h1>
        <div class="flex mb-4">
        <a href="{% url 'agents:agent-detail' agent.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Overview</a>
        <a class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Reviews</a>
        <a href="#" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Update Details</a>
        </div>
        <p class="leading-relaxed mb-4">Fam locavore kickstarter distillery. Mixtape chillwave tumeric sriracha taximy chia microdosing tilde DIY. 
        XOXO fam inxigo juiceramps cornhole raw denim forage brooklyn. Everyday carry +1 seitan poutine tumeric. 
        Gastropub blue bottle austin listicle pour-over, neutra jean.</p>
        <div class="flex border-t border-gray-200 py-2">
        <span class="text-gray-500">Age</span>
        <span class="ml-auto text-gray-900">{{ lead.age }}</span>
        </div>
        <div class="flex border-t border-gray-200 py-2">
        <span class="text-gray-500">Location</span>
        <span class="ml-auto text-gray-900">Random location</span>
        </div>
        <div class="flex border-t border-b mb-6 border-gray-200 py-2">
        <span class="text-gray-500">Cellphone</span>
        <span class="ml-auto text-gray-900">+351244352432</span>
        </div>
        <div class="flex">
        <!-- <span class="title-font font-medium text-2xl text-gray-900">$58.00</span> -->
        <button class="flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Button</button>
        <button class="rounded-full w-10 h-10 bg-gray-200 p-0 border-0 inline-flex items-center justify-center text-gray-500 ml-4">
            <svg fill="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-5 h-5" viewBox="0 0 24 24">
            <path d="M20.84 4.61a5.5 5.5 0 00-7.78 0L12 5.67l-1.06-1.06a5.5 5.5 0 00-7.78 7.78l1.06 
            1.06L12 21.23l7.78-7.78 1.06-1.06a5.5 5.5 0 000-7.78z"></path>
            </svg>
        </button>
        </div>
        </div>
        <img alt="ecommerce" class="lg:w-1/2 w-full lg:h-auto h-64 object-cover object-center rounded" src="https://dummyimage.com/400x400">
        </div>
    </div>
    </section>
{% endblock content %}

Edit the agents/views.py file to add the agentdetailview class

class AgentDetailView(LoginRequiredMixin, generic.DetailView):
    template_name = "agents/agent_detail.html"
    context_object_name = "agent"
    def get_queryset(self):
        return Agent.objects.all()
        ```

Update the navbar.html to display the correct path of agents

<header class="text-gray-600 body-font">
  <div class="container mx-auto flex flex-wrap p-5 flex-col md:flex-row items-center">
    <a class="flex title-font font-medium items-center text-gray-900 mb-4 md:mb-0">
      <svg xmlns="http://www.w3.org/2000/svg" fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-10 h-10 text-white p-2 bg-indigo-500 rounded-full" viewBox="0 0 24 24">
	<path d="M12 2L2 7l10 5 10-5-10-5zM2 17l10 5 10-5M2 12l10 5 10-5"></path>
      </svg>
      <span class="ml-3 text-xl"> CRM </span>
    </a>
    <nav class="md:ml-auto flex flex-wrap items-center text-base justify-center">
        {% if not request.user.is_authenticated %}
            <a href="{%url 'signup' %}" class="mr-5 hover:text-gray-900">Sign up</a>
        {% else %}
        <a href="{% url 'agents:agent-list' %}" class="mr-5 hover:text-gray-900">Agents</a>
        <a href="{% url 'leads:lead-list' %}" class="mr-5 hover:text-gray-900">Leads</a>
        {% endif %}
    </nav>
    {% if request.user.is_authenticated %}
        Logged in as: {{ request.user.username }}
        <a href="{% url 'logout' %}" class="ml-3 inline-flex items-center bg-gray-100 border-0 py-1 px-3 focus:outline-none hover:bg-gray-200 rounded text-base mt-4 md:mt-0">Logout
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-1" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
        </a>
    {% else %}
        <a href="{% url 'login' %}" class="inline-flex items-center bg-gray-100 border-0 py-1 px-3 focus:outline-none hover:bg-gray-200 rounded text-base mt-4 md:mt-0">Login
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-1" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
        </a>
    {% endif %}
  </div>
</header>

Add the updateview & deleteview in agents/views.py

:
class AgentUpdateView(LoginRequiredMixin, generic.UpdateView):
    template_name = "agents/agent_update.html"
    form_class = AgentModelForm

    def get_success_url(self):
        return reverse("agents:agent-list")

    def get_queryset(self):
        return Agent.objects.all()

class AgentDeleteView(LoginRequiredMixin, generic.DeleteView):
    template_name = "agents/agent_delete.html"
    context_object_name = "agent"

    def get_success_url(self):
        return reverse("agents:agent-list")

    def get_queryset(self):
        return Agent.objects.all()

Update the agents/urls.py and add de updateview & deleteview

from django.urls import path
from .views import (AgentListView, AgentCreateView, 
AgentDetailView, AgentUpdateView, AgentDeleteView) 

app_name = 'agents'

urlpatterns = [
    path('', AgentListView.as_view(), name='agent-list'),
    path('<int:pk>/', AgentDetailView.as_view(), name='agent-detail'),
    path('<int:pk>/update/', AgentUpdateView.as_view(), name='agent-update'),
    path('<int:pk>/delete/', AgentDeleteView.as_view(), name='agent-delete'),
    path('create/', AgentCreateView.as_view(), name='agent-create').
]

Create the agents/templates/agents/agent_update.html

 {% extends "base.html" %}
 {% block content %}

 	<section class="text-gray-600 body-font overflow-hidden">
 	  <div class="container px-5 py-24 mx-auto">
 	    <div class="lg:w-4/5 mx-auto flex flex-wrap">
 	      <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
 		<h2 class="text-sm title-font text-gray-500 tracking-widest">AGENT</h2>
 		<h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ agent.user.username }}</h1>
 		<div class="flex mb-4">
 		  <a href="{% url 'agents:agent-detail' agent.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Overview</a>  <!-- interchaged -->
 		  <a class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Reviews</a>		<!-- interchaged -->
 		  <a href="{% url 'agents:agent-update' agent.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Update Details</a> <!-- interchaged -->
 		</div>
 		<form method="post">
 		{% csrf_token %}
 		{{ form.as_p }}
 		<button type="submit">Submit</button>
 		</form>
 		<a href="{% url 'agents:agent-delete' agent.pk %}" class="w-1/2 mt-3 flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Delete</a>
 	      </div>
 	      <img alt="ecommerce" class="lg:w-1/2 w-full lg:h-auto h-64 object-cover object-center rounded" src="https://dummyimage.com/400x400">
 	    </div>
 	  </div>
 	</section>	
 {% endblock content %}

Create the templates/leads/agent_delete.html

{% extends "base.html" %}
{% block content %}
    <a href="{% url 'agents:agent-list' %}"> Go back to agents</a>
    <hr />
    <h1>Are you sure you want to delete this agent?</h1>
    <form method="post">
        {% csrf_token %}
        {{ form.as_p }}
        <button type="submit" >Submit</button>
    </form>
{% endblock content %}

Test: Go to http://127.0.0.1:8000/agents and create/delete/update an agent, check ver-1.5

37 Filter the agents display only to their users counterparts

Edit the agents/views.py file
```
:
class AgentListView(LoginRequiredMixin, generic.ListView):
    template_name = "agents/agent_list.html"

    def get_queryset(self):
        organization = self.request.user.userprofile
        return Agent.objects.filter(organization=organization) #Changed this return Agent.objects.all()
```
Test - Correctly filtering agents for the users: Go to http://127.0.0.1:8000/admin/leads/agent and add an AGENT (there must be two users already created under different categories: organization and without orgnization or simply users)
Assign to the Agent:
User: Test1
Organization: Test2
Now login to another user, like Jose, check in http://127.0.0.1:8000/agents, you should only see your agent(s), not the ones recently assigned to different users or organizations!

Extend the filtering functionality where there is a queryset (where something is retrieved back to the client), in agents/views.py

from django.views import generic
from django.contrib.auth.mixins import LoginRequiredMixin
from leads.models import Agent
from django.shortcuts import reverse
from .forms import AgentModelForm

class AgentListView(LoginRequiredMixin, generic.ListView):
    template_name = "agents/agent_list.html"
    def get_queryset(self):
        organization = self.request.user.userprofile
        return Agent.objects.filter(organization=organization)

class AgentCreateView(LoginRequiredMixin, generic.CreateView):
    template_name = "agents/agent_create.html"
    form_class = AgentModelForm

    def get_success_url(self):
        return reverse("agents:agent-list")

    def form_valid(self, form):
        agent = form.save(commit=False)
        agent.organization = self.request.user.userprofile  #agents have a organiz property, Check leads/models.py
        agent.save() #agent is save in the organization
        return super(AgentcreateView, self).form_valid(form)

class AgentDetailView(LoginRequiredMixin, generic.DetailView):
    template_name = "agents/agent_detail.html"
    context_object_name = "agent"
    def get_queryset(self):
        organization = self.request.user.userprofile
        return Agent.objects.filter(organization=organization)

class AgentUpdateView(LoginRequiredMixin, generic.UpdateView):
    template_name = "agents/agent_update.html"
    form_class = AgentModelForm

    def get_success_url(self):
        return reverse("agents:agent-list")

    def get_queryset(self):
        organization = self.request.user.userprofile
        return Agent.objects.filter(organization=organization)

class AgentDeleteView(LoginRequiredMixin, generic.DeleteView):
    template_name = "agents/agent_delete.html"
    context_object_name = "agent"

    def get_success_url(self):
        return reverse("agents:agent-list")

    #here is even more important because we don't users to delete agents that belong to other users
    def get_queryset(self):
        organization = self.request.user.userprofile
        return Agent.objects.filter(organization=organization)

38 Create 2 type of users: agents & organizers

Create the type of users in crm/leads/models.py
```
from django.db import models
from djangodb.models.signals import post_save
from django.contrib.auth.models import AbstractUser

class User(AbstractUser):
    is_organizer = models.BooleanField(default=True)
    is_agent = models.BooleanField(default=False)
```
```
python manage.py makemigrations
python manage.py migrate
python manage.py runserver
```
Verify: Go to http://127.0.0.1:8000/admin/leads/user/ choose a user and check the options down below for organizer(set to True as default) and agent.

Only users set to be organizers can create and see all agents available
Users which are agents can only see the agent which is assigned to them.
Sometimes there might be an error in makemigrations, so either delete the database: dbsqlite3, or delete the init files: 0001_initial.py, etc.

39 Render the tabs that agents/organizer should only see

>In this case, organizers can see the correct left tabs: Agents & Leads, and agents can see only Leads<br>

Edit the registration/navbar.html file

:
{% if not request.user.is_authenticated %}
    <a href="{% url 'signup' %}" class="mr-5 hover:text-gra-900">Signup</a>
{% else %}
    {% if request.user.is_organizer %}
        <a href="{% url 'agents:agent-list' %}" class="mr-5 hover:text-gra-900">Agents</a>
    {% endif %}
    <a href="{% url 'leads:lead-list' %}" class="mr-5 hover:text-gra-900">Leads</a>
{% endif %}
<!--
{% if not request.user.is_authenticated %}
    <a href="{% url 'signup' %}" class="mr-5 hover:text-gra-900">Signup</a>
{% else %}
    <a href="{% url 'agents:agent-list' %}" class="mr-5 hover:text-gra-900">Agents</a>
    <a href="{% url 'leads:lead-list' %}" class="mr-5 hover:text-gra-900">Leadss</a>
{% endif %}
-->
:

Test: create two users and configure one to is_organizer, the other to be is_agent (name this user as agent to be distringuishable).
Now procees to login with the agent user and verify that there is no agent tab in the right side of navbar.

Restrict agents to hardcorde the url http://127.0.0.1:8000/agents, create the agents/templates/mixins.py to restrict to login and restrict see other agents if is not a organizer

from django.contrib.auth.mixins import AccessMixin
from django.shortcuts import redirect

class OrganizerAndLoginRequiredMixin(AccessMixin):
    """Verifiy that the current user is authenticated and is an organizer"""
    def dispatch(self, request, *args, **kwargs):
        if not request.user.is_authenticated or not request.user.is_organizer:
            return redirect("leads:lead-list")
        return super().dispatch(request, *args, **kwargs)

Import the custom mixins: OrganizerAndLoginRequiredMixin (custom restriction for login and view of other agents) in agents/views.py

from django.views import generic
from django.contrib.auth.mixins import LoginRequiredMixin
from leads.models import Agent
from django.shortcuts import reverse
from .forms import AgentModelForm
from .mixins import OrganizerAndLoginRequiredMixin

class AgentListView(OrganizerAndLoginRequiredMixin, generic.ListView):
    template_name = "agents/agent_list.html"
    def get_queryset(self):
        organization = self.request.user.userprofile
        return Agent.objects.filter(organization=organization)

class AgentCreateView(OrganizerAndLoginRequiredMixin, generic.CreateView):
    template_name = "agents/agent_create.html"
    form_class = AgentModelForm

    def get_success_url(self):
        return reverse("agents:agent-list")

    def form_valid(self, form):
        agent = form.save(commit=False)
        agent.organization = self.request.user.userprofile  #agents have a organiz property, Check leads/models.py
        agent.save() #agent is save in the organization
        return super(AgentcreateView, self).form_valid(form)

class AgentDetailView(LOrganizerAndLoginRequiredMixin, generic.DetailView):
    template_name = "agents/agent_detail.html"
    context_object_name = "agent"
    def get_queryset(self):
        organization = self.request.user.userprofile
        return Agent.objects.filter(organization=organization)

class AgentUpdateView(OrganizerAndLoginRequiredMixin, generic.UpdateView):
    template_name = "agents/agent_update.html"
    form_class = AgentModelForm

    def get_success_url(self):
        return reverse("agents:agent-list")

    def get_queryset(self):
        organization = self.request.user.userprofile
        return Agent.objects.filter(organization=organization)

class AgentDeleteView(OrganizerAndLoginRequiredMixin, generic.DeleteView):
    template_name = "agents/agent_delete.html"
    context_object_name = "agent"

    def get_success_url(self):
        return reverse("agents:agent-list")

    #here is even more important because we don't users to delete agents that belong to other users
    def get_queryset(self):
        organization = self.request.user.userprofile
        return Agent.objects.filter(organization=organization)

Restrict also in leads/views.py regarding leadcreateview,

:
from agents.mixins import OrganizerAndLoginRequiredMixin
:
class LeadCreateView(OrganizerAndLoginRequiredMixin, CreateView):
:
class LeadUpdateView(OrganizerAndLoginRequiredMixin, UpdateView):
:
class LeadDeleteView(OrganizerAndLoginRequiredMixin, DeleteView):

Show Create a new lead to only organizers in the templates/leads/lead_list.html

:
{% if request.user.is_organizer %}
<div>
	<a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:lead-create' %}">Create a new lead</a>
</div>
{% endif %}
<!--
<div>
	<a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:lead-create' %}">Create a new lead</a>
</div>
-->
:

Test: Login as an agent user, go to http://127.0.0.1:8000/leads, check the tab if available, and hop over to ``http://127.0.0.1:8000/leads/create`, the sites should redirect to http://127.0.0.1:8000/leads/

40 Leads queryset

Showing the leads to be seen by the agents that they belong to
Initially when leads are created, they shouldnt have set up an agent, so their agent will be null.
Go to ./leads/models.py and edit

class Lead(models.Model):
    first_name = models.CharField(max_length=20)
    last_name = models.CharField(max_length=20)
    age = models.IntegerFiled(default=0)
    organization = models.ForeignKey(UserProfile, on_delete=models.CASCADE)# add the userprofile or organization that a Lead belongs
    agent = models.ForeignKey("Agent", null=True, blank=True, on_delete=models.SET_NULL) # so when the agent is deleted, the lead wont be deleted and will just remain an a lead without agent 

    def __str__(self):
        return f"{self.first_name} {self.last_name}"

python manage.py makemigrations
python manage.py migrate
1
exit
python manage.py runserver

Leads filtered by the user of the agent (matchs the user of the lead: self.reques.user)

Edit the leads/views.py to configure the leads querysets so we end up restricting the shown of the leads based on the assigned agents

from django.shortcuts import render, redirect, reverse
from django.http import HttpResponse
from django.views.generic import (TemplateView, ListView, DetailView, CreateView, DeleteView, UpdateView)
from .models import Lead, Agent
from .forms import LeadModelForm

class LandingPageView(TemplateView):
    template_name = "landing.html"

class LeadListView(LoginRequiredMixin, generic.ListView):
template_name = "leads/lead_list.html"
context_object_name = "leads"

def get_queryset(self):
    user = self.request.user

    if user.is_organizer:
        queryset = Lead.objects.filter(organization = user.userprofile)
    else:
        queryset = Lead.objects.filter(organization=user.agent.organization)
    
    queryset = queryset.filter(agent__user=user)
    return queryset

class LeadDetailView(LoginRequiredMixin, generic.DetailView):
    template_name = "leads/lead_detail.html"
    context_object_name = "lead"
    def get_queryset(self):
        user = self.request.user
        # initial queryset of leads for the entrie organization
        if user.is_organizer:
            queryset = Lead.objects.filter(organization=user.userprofile)
        else:
            queryset = Lead.objects.filter(organization=user.agent.organization)
            #filter for the agent that is logged in
            queryset = queryset.filter(agent__user=user)
        return queryset


class LeadCreateView(OrganizerAndLoginRequiredMixin, generic.CreateView):
    template_name = "leads/lead_create.html"
    form_class = LeadModelForm
    def get_success_url(self):
        #return "/leads"
        return reverse("leads:lead-list")

    def form_valid(self, form):
        lead = form.save(commit=False)
        lead.organization = self.request.user.userprofile
        lead.save()
        send_mail(
            subject="A lead has been created",
            message="Go to the website to see the new lead",
            from_email="test@test.com",
            recipient_list=["test2@test.com"]
        )
        return super(LeadCreateView, self).form_valid(form)   

class LeadUpdateView(OrganizerAndLoginRequiredMixin, UpdateView):
    template_name = "leads/lead_update.html"
    form_class = LeadModelForm
    
    def get_queryset(self):
        user = self.request.user
        # initial queryset of leads for the entrie organization
        return Lead.objects.filter(organization=user.userprofile)

    def get_success_url(self):
        return reverse("leads:lead-list")

class LeadDeleteView(OrganizerAndLoginRequiredMixin, DeleteView):
    template_name = "leads/lead_delete.html"
    
    def get_success_url(self):
        return reverse("leads:lead-list")

    def get_queryset(self):
        user = self.request.user
        return Lead.objects.filter(organization=user.userprofile)

41 Invite an agent

Modify agents/forms.py, so that when the agent is created, a user is immediately created as well.

from django import forms
from django.contrib.auth import get_user_model
from django.contrib.auth.forms import UserCreationForm

User = get_user_model()
class AgentModelForm(forms.ModelForm):
    class Meta:
        model = User
        fields = (
            'email',
            'username',
            'first_name',
            'last_name'
        )

Edit agents/views.py, to create an agent user

:
from django.core.mail import send_mail
:
class AgentCreateView(OrganizerAndLoginRequiredMixin, generic.CreateView):
		template_name = "agents/agent_create.html"
		form_class = AgentModelForm

		def get_success_url(self):
			return reverse("agents:agent-list")

		def form_valid(self, form):
			#create the user type agent
			user = form.save(commit=False)
			user.is_agent = True
			user.is_organizer = False
			user.save()
			# create the agent for that user
			Agent.objects.create(
				user=user,
				organization=self.request.user.userprofile
			)
			send_mail
				subject="You are invited to be an agent",
				message="You were added as an agent on CRM. Please come login to stat working.",
				from_email="admin@test.com"
				recipient_list=[user.email]
			return super(AgentCreateView, self).form_valid(form)

Test: Sign in like Jose and go to http://127.0.0.1:8000/agents/create, enter the details and submit, check the agent just created and the email on the terminal.
Also go to the admin website and check the user, it actually doesn't have a password so set it up like below, edit agents/views.py

import random
	class AgentCreateView(OrganizerAndLoginRequiredMixin, generic.CreateView):
		template_name = "agents/agent_create.html"
		form_class = AgentModelForm

		def get_success_url(self):
			return reverse("agents:agent-list")

		def form_valid(self, form):
			#create the user type agent
			user = form.save(commit=False)
			user.is_agent = True
			user.is_organizer = False
            user.set_password(f"{random.randint(0, 100000)}")  #ADDED, need to reset pass
			:

42 Password Reset

Edit the templates/registration/login.html/

{% extends 'base.html' %}
{% block content %}
<form method = "post">
    {% csrf_token %}
    {{ form.as_p }}
    <button type = 'submit'>Login</button>
    <hr />
    <a href='{% url 'reset-password' %}'>Forgot password?</a>
</form>
{% endblock content %}

Create in templates/registration/ the html files: password_reset_done.html, password_reset_email.html, password_reset_form.html, password_reset_confirm.html

Edit and add the class in crm/urls.py

from django.contrib.auth.views import (
LoginView,
LogoutView,
PasswordResetView,
PasswordResetDoneView,
PasswordResetConfirmView,
PasswordResetCompleteView,
:
urlpatterns = [
    path('admin/', admin.site.urls),
    path('', LandingPageView.as_view(), name='landing-page'),
    path('leads/', include('leads.urls', namespace="leads")),
    path('agents/', include('agents.urls', namespace='agents')),
    path('signup/', SignupView.as_view(), name='signup'),
    path('login/', LoginView.as_view(), name='login'),
    path('logout/', LogoutView.as_view(), name='logout'),
    path('reset-password/', PasswordResetView.as_view(), name='reset-password'),
    path('password-reset-done/', PasswordResetDoneView.as_view(), name='password_reset_done'),
    path('password-reset-confirm/<uidb64>/<token>/', PasswordResetConfirmView.as_view(), name='password_reset_confirm'),
    path('password-reset-complete/', PasswordResetCompleteView.as_view(), name='password_reset_complete'),
]

Edit the password_reset_form.html in crm/templates/registration/

{% extends 'base.html' %}
{% block content %}
<form method="post">
    {% csrf_token %}
    {{ form.as_p }}
    <button type = 'submit'>Reset password</button>
    <hr />
    <a href='{% url 'login' %}'>Already have an account?</a>
</form>
{% endblock content %}

Edit the password_reset_confirm.html in crm/templates/registration/

{% extends 'base.html' %}
{% block content %}
<h1> Enter your new password</h1>
<form method="post">
    {% csrf_token %}
    {{ form.as_p }}
    <button type = 'submit'>Confirm new password</button>
</form>
{% endblock content %}

Edit the password_reset_done.html in crm/templates/registration/

{% extends "base.html" %}
{% block content %}
    <h1>We have sent you an email to confirm your password reset</h1>
{% endblock content %}

Edit the password_reset_email.html in crm/templates/registration/

You've requested to reset your password
Please go to the following URL to enter your new password:
{{ protocol }}://{{ domain }}/password-reset-confirm/{{ uid }}/{{ token }}/

Edit the password_reset_complete.html in crm/templates/registration/
```
{% extends 'base.html' %}
{% block content %}

    <h1>Password reset complete</h1>
    <p>You have successfully reset your password. 
        Click <a href="{% url 'login' %}"> here to login</a>
    </p>

{% endblock content %}
```
Test: Grab a user and its email already created, go to http://127.0.0.1:8000/login, choose Forgot password, and then fill the email.
Check the link of the email sent in the terminal, copy the link into the browser and reset the email. Login with the new user's password.

43 List leads that have not been assigned yet (only for the organizers)

Edit the ./leads/views.py

class LeadListView(ListView):
    template_name = "leads/lead_list.html"
    context_object_name = "leads"
    def get_queryset(self):
        user = self.reques.user
        # initial queryset of leads for the entrie organization
        if user.is_organizer:
            queryset = Lead.objects.filter(organization=user.userprofile, agent__isnull=False)
        else:
            queryset = Lead.objects.filter(organization=user.agent.organization, agent__isnull=False)
            #filter for the agent that is logged in
            queryset = queryset.filet(agent__user=user)
        return queryset

    def get_context_data(self, **kwargs):
        context = super(LeadListView, self).get_context_data(**kwargs)
        user = self.request.user
        if user.is_organizer:
            queryset = Lead.objects.filter(organization=user.userprofile, agent__isnull=True)
            context.update({
                "unassigned_leads": queryset
            })
        return context

Update the lead_list.html of leads/templates/leads/

 {% extends "base.html" %}
 {% block content %}
 <section class="text-gray-600 body-font">
 	<div class="container px-5 py-24 mx-auto flex flex-wrap">
 	    <div class="w-full mb-6 py-6 flex justify-between items-center border-b border-gray-200">
 	    	<div>
 			    <h1 class="text-4xl text-gray-800">Lead</h1>
 		    </div>
             {% if request.user.is_organizer %}
             <div>
                 <a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:lead-create' %}">Create a new lead</a>
             </div>
             {% endif %}
 	    </div>
 	    <div class="flex flex-wrap -m-4">
             {% for lead in leads %}
             <div class="p-4 lg:w-1/2 md:w-full">
                 <div class="flex border-2 rounded-lg border-gray-200 border-opacity-50 p-8 sm:flex-row flex-col">
                     <div class="w-16 h-16 sm:mr-8 sm:mb-0 mb-4 inline-flex items-center justify-center rounded-full bg-indigo-100 text-indigo-500 flex-shrink-0">
                         <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-8 h-8" viewBox="0 0 24 24">
                             <path d="M22 12h-4l-3 9L9 3l-3 9H2"></path>
                         </svg>
                     </div>
                     <div class="flex-grow">
                         <h2 class="text-gray-900 text-lg title-font font-medium mb-3">{{ lead.first_name }} {{ lead.last_name }}</h2>
                         <p class="leading-relaxed text-base">Blue bottle crucifix vinyl post-ironic four dollar toast vegan taxidermy. Gastropub indxgo juice poutine.</p>
                         <a href="{% url 'leads:lead-detail' lead.pk %}" class="mt-3 text-indigo-500 inline-flex items-center">
                             View this lead
                             <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
                                 <path d="M5 12h14M12 5l7 7-7 7"></path>
                             </svg>
                         </a>
                     </div>
                 </div>
             </div>
             {% endfor %}
 	    </div>
         {% if unassigned_leads.exists %}
             <div class="mt-5 flex flex-wrap -m-4">
                 <div class="p-4 w-full">
                     <h1 class="text-4xl text-gray-800">Unassigned leads</h1>
                 </div>
                 {% for lead in unassigned_leads %}
                 <div class="p-4 w-full lg:w-1/2 md:w-full">
                     <div class="flex border-2 rounded-lg border-gray-200 border-opacity-50 p-8 sm:flex-row flex-col">
                         <div class="w-16 h-16 sm:mr-8 sm:mb-0 mb-4 inline-flex items-center justify-center rounded-full bg-indigo-100 text-indigo-500 flex-shrink-0">
                             <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-8 h-8" viewBox="0 0 24 24">
                                 <path d="M22 12h-4l-3 9L9 3l-3 9H2"></path>
                             </svg>
                         </div>
                         <div class="flex-grow">
                             <h2 class="text-gray-900 text-lg title-font font-medium mb-3">{{ lead.first_name }} {{ lead.last_name }}</h2>
                             <p class="leading-relaxed text-base">Blue bottle crucifix vinyl post-ironic four dollar toast vegan taxidermy. Gastropub indxgo juice poutine.</p>
                             <a href="{% url 'leads:lead-detail' lead.pk %}" class="mt-3 text-indigo-500 inline-flex items-center">
                                 View this lead
                                 <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
                                     <path d="M5 12h14M12 5l7 7-7 7"></path>
                                 </svg>
                             </a>
                         </div>
                     </div>
                 </div>
                 {% endfor %}
             {% endif %}
         </div>
 	</div>
 </section>
 {% endblock content %}

44 Assigns agents to unassigned leads

In templates/leads/views.py

from .forms import LeadForm, LeadModelForm, CustomUserCreationForm, AssignAgentForm
:
class AssignAgentView(OrganizerAndLoginRequiredMixin, genereic.FormView): 
    template_name = "leads/assign_agent.html"
    form_class = AssignAgentForm

    def get_form_kwargs(self, **kwargs):
        kwargs = super(AssignAgentView, self).get_form_kwargs(**kwargs)
        kwargs.update({
            "request": self.request
        })
        return kwargs

    def get_success_url(self):
        return reverse("leads:lead-list")

    def form_valid(self, form):
        #print(form.cleaned_data["agent"])
        agent = form.cleaned_data["agent"]
        lead = Lead.objects.get(id=self.kwargs["pk"])
        lead.agent = agent
        lead.save()
        return super(AssignAgentView, self).form_valid(form)

Create the file temlates/leads/assign_agent.html

{% extends "base.html" %}
{% block content %}
    <a href="{% url 'leads:lead-list' %}"> Go back to leads</a>
    <hr />
    <h1> Assign an agent to this lead</h1>
    <form method="post"> <!-- form method="post" action="/leads/another-url/"> -->
        {% csrf_token %}
        {{ form.as_p }}
        <button type="Submit" >Submit</button>
    </form>
{% endblock content %}

In leads/forms.py create the form to assign an agent

from .models import Lead Agent
class AssignAgentForm(forms.Form):
    agent = forms.ModelChoiceField(queryset=Agent.objects.none())
    
    def __init__(self, *args, **kwargs):
        request = kwargs.pop("request")
        agents = Agent.objects.filter(organization=request.user.userprofile)
        super(AssignAgentForm, self).__init__(*args, **kwargs)
        self.fields["agent"].queryset = agents

Edit the ./leads/urls.py

from .views import ( ... AssignAgentView)

urlpatterns = [
    path('<int:pk>/assign-agent/', AssignAgentView.as_view(), name='assign-agent'),
]

Update the leads/templates/lead_list.html

<div class="flex-grow">
	<h2 class="text-gray-900 text-lg title-font font-medium mb-3">{{ lead.first_name }} {{ lead.last_name }}</h2>
	<p class="leading-relaxed text-base">Blue bottle crucifix vinyl post-ironic four dollar toast vegan taxidermy. Gastropub indxgo juice poutine.</p>
	<a href="{% url 'leads:assign-agent' lead.pk %}" class="mt-3 text-indigo-500 inline-flex items-center"> <!--this line-->
		Assign an agent
		<svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
			<path d="M5 12h14M12 5l7 7-7 7"></path>
		</svg>
	</a>
</div>

Test 44.1: Assign a lead to an agent

45 Adding a feature to categorize via a model

In ./leads/models.py

class Lead(models.Model):
    first_name = models.CharField(max_length=20)
    last_name = models.CharField(max_length=20)
    age = models.IntegerFiled(default=0)
    organization = models.ForeignKey(UserProfile, on_delete=models.CASCADE)
    agent = models.ForeignKey("Agent", null=True, blank=True, on_delete=models.SET_NULL)
    category = models.ForeignKey("Category", null=True, blank=True, on_delete=models.SET_NULL)

    def __str__(self):
        return f"{self.first_name} {self.last_name}"

class Category(models.Model):
    name = models.CharField(max_length=30) #New, Contacted, Converted, Unconverted
    
    def __str__(self):
        return self.name

Modify the ./leads/admin.py

from django.contrib import admin
from .models import User, Lead, Agent. UserProfile, Category

admin.site.register(Category)
admin.site.register(User)
admin.site.register(UserProfile)
admin.site.register(Lead)
admin.site.register(Agent)

In the terminal:

python manage.py makemigrations
python manage.py migrate
python manage.py runserver

Test 1: Create the categories {Contacted, Converted, Unconverted} from the admin site in http://127.0.0.1:8000/admin/leads/category/add

46 View the list of categories

Edit ./leads/views.py

:
class CategoryListView(LoginRequiredMixin, generic.ListView):
    template_name = "leads/category_list.html"

Edit ./leads/models.py and migrate with null the default properties

:
class Category(models.Model):
    name = models.CharField(max_length=30) #New, Contacted, Converted, Unconverted
    organization = models.ForeignKey(UserProfile, null=True, blank=True, on_delete=models.CASCADE) #adding null and blank so that when the migration is made, the parameters don't require default values
    def __str__(self):
        return self.name

In the terminal run: python manage.py makemigrations and python manage.py migrate

Modify again crm/leads/models.py and migrate without null and blank
```
:
class Category(models.Model):
    name = models.CharField(max_length=30) #New, Contacted, Converted, Unconverted
    organization = models.ForeignKey(UserProfile, on_delete=models.CASCADE) #adding null and blank so that when the migration is made, the parameters don't require default values
    def __str__(self):
        return self.name
```
In the terminal run: python manage.py makemigrations and choose the option 2) Ignore for now..., then apply python manage.py migrate and despite the error run the server python manage.py runserver which yields an uapplied migration error. Go to http://127.0.0.1:8000/admin/leads/category/ and configure the organization of the categories, check Tes45.1 {Name: Contacted, Organization: jose, Name: Converted, Organization: jose, Name: Unconverted, Name: Jose}. Finally stop the server and migrate without problems python manage.py migrate and run the server

In crm/leads/views.py

from .models import Lead, Agent, Category
:
class CategoryListView(LoginRequiredMixin, genereic.ListView):
    template_name = "leads/category_list.html"
    def get_queryset(self):
        user = self.request.user
        if user.is_organizer:
            queryset = Category.objects.filter(organization=user.userprofile)
        else:
            queryset = Category.objects.filter(organization=user.organization)
        return queryset

Create ./leads/templates/leads/category_list.html and paste the grabbed code from Tailblock (PRICING last option) at https://mertjf.github.io/tailblocks/ inside the block content

{% extends "base.html" %}

{% block content %}
<section class="text-gray-600 body-font">
<div class="container px-5 py-24 mx-auto">
    <div class="flex flex-col text-center w-full mb-20">
    <h1 class="sm:text-4xl text-3xl font-medium title-font mb-2 text-gray-900">Categories</h1>
    <p class="lg:w-2/3 mx-auto leading-relaxed text-base">These categories segment the leads</p>
    </div>
    <div class="lg:w-2/3 w-full mx-auto overflow-auto">
    <table class="table-auto w-full text-left whitespace-no-wrap">
        <thead>
        <tr>
            <th class="px-4 py-3 title-font tracking-wider font-medium text-gray-900 text-sm bg-gray-100 rounded-tl rounded-bl">Name</th>
            <th class="px-4 py-3 title-font tracking-wider font-medium text-gray-900 text-sm bg-gray-100">Lead Count</th>
        </tr>
        </thead>
        <tbody>
            <tr>
                <td class="px-4 py-3">Unassigned</td>
                <td class="px-4 py-3">{{ unassigned_lead_count }}</td>
            </tr>
            {% for category in category_list %}
                <tr>
                    <td class="px-4 py-3">{{ category.name }}</td>
                    <td class="px-4 py-3">TODO count</td>
                </tr>
            {% endfor %}
        </tbody>
    </table>
    </div>
    <div class="flex pl-4 mt-4 lg:w-2/3 w-full mx-auto">
    <a class="text-indigo-500 inline-flex items-center md:mb-2 lg:mb-0">Learn More
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
    </a>
    <button class="flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Button</button>
    </div>
</div>
</section>
{% endblock content %}

Edit ./leads/views.py

class CategoryListView(LoginRequiredMixin, generic.ListView):
    template_name = "leads/category_list.html"
    context_object_name = "category_list"
    def get_context_data(self, **kwargs):
        context = super(CategoryListView, self).get_context_data(**kwargs)
        user = self.request.user

        if user.is_organizer:
            queryset = Lead.objects.filter(organization=user.userprofile)
        else:
            queryset = Lead.objects.filter(organization=user.agent.organization)

        context.update({
            "unassigned_lead_count": queryset.filter(category__isnull=True).count()})
        return context

    def get_queryset(self):
        user = self.request.user
        if user.is_organizer:
            queryset = Category.objects.filter(organization=user.userprofile)
        else:
            queryset = Category.objects.filter(organization=user.organization)
        return queryset

Edit ./leads/urls.py

from views.py import( LeadsListViews, ..., AssignAgentView, CategoryListView)

urlpattern = [
    :
    path('categories/', CategoryListView.as_view(), name='category-list'),
]

Test 46.1: Go to http://127.0.0.1:8000/leads/categories

47 Configure the Category Detail View

Edit ./leads/views.py

:
class CategoryDetailView(LoginRequiredMixin, DetailView):
    template_name = "leads/category_detail.html"
    context_object_name = "category"

    def get_context_data(self, **kwargs):
        context = super(CategoryDetailView, self).get_context_data(**kwargs)
        leads = self.get_object().leads.all()

        context.update({
            "leads": leads
        })
        return context

    def get_queryset(self):
        user = self.request.user
        if user.is_organizer:
            queryset = Category.objects.filter(organization=user.userprofile)
        else:
            queryset = Category.objects.filter(organization=user.agent.organization)
        return queryset

Before the previous step, add a tag name (related_name) to the Category in the Lead model of ./leads/models.py

:
class Lead(models.Model):
    first_name = models.CharField(max_length=20)
    last_name = models.CharField(max_length=20)
    age = models.IntegerFiled(default=0)
    organization = models.ForeignKey(UserProfile, on_delete=models.CASCADE)
    agent = models.ForeignKey("Agent", null=True, blank=True, on_delete=models.SET_NULL)
    category = models.ForeignKey("Category", related_name = "leads", null=True, blank=True, on_delete=models.SET_NULL)
    :

Create ./leads/templates/leads/category_detail.html

{% extends "base.html" %}

{% block content %}
<section class="text-gray-600 body-font">
<div class="container px-5 py-24 mx-auto">
    <div class="flex flex-col text-center w-full mb-20">
    <h1 class="sm:text-4xl text-3xl font-medium title-font mb-2 text-gray-900">{{ category.name }}</h1>
    <p class="lg:w-2/3 mx-auto leading-relaxed text-base">These are the leads under this category</p>
    </div>
    <div class="lg:w-2/3 w-full mx-auto overflow-auto">
    <table class="table-auto w-full text-left whitespace-no-wrap">
        <thead>
        <tr>
            <th class="px-4 py-3 title-font tracking-wider font-medium text-gray-900 text-sm bg-gray-100 rounded-tl rounded-bl">First Name</th>
            <th class="px-4 py-3 title-font tracking-wider font-medium text-gray-900 text-sm bg-gray-100">Last Name</th>
        </tr>
        </thead>
        <tbody>
            {% for lead in leads %}
                <tr>
                    <td class="px-4 py-3">{{ lead.first_name }}</td>
                    <td class="px-4 py-3">{{ lead.last_name }}</td>
                </tr>
            {% endfor %}
        </tbody>
    </table>
    </div>
    <div class="flex pl-4 mt-4 lg:w-2/3 w-full mx-auto">
    <a class="text-indigo-500 inline-flex items-center md:mb-2 lg:mb-0">Learn More
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
    </a>
    <button class="flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Button</button>
    </div>
</div>
</section>
{% endblock content %}

Run in the terminal:

python manage.py makemigrations
python manage.py migrate
python manage.py runserverv

Update the ./leads/urls.py to add the path of category-detail

from django.urls import path
from .views import (LeadListView, ..., CategoryListView, CategoryDetailView)

urlpatterns = [
    :
    path('categories/<int:pk>/', CategoryDetailView.as_view(), name='category-detail'),
]
path

Update the ./leads/templates/leads/category_list.html (See line 3438)

{% for category in category_list %}
<tr>
    <td class="px-4 py-3">
        <a href="{% url 'leads:category-detail' category.pk %}"> {{ category.name }}</a>
    </td>
    <td class="px-4 py-3">TODO count</td>
</tr>
{% endfor %}

Configure ./leads/templates/leads/lead_list.html (line 8)

{% extends "base.html" %}
{% block content %}
<section class="text-gray-600 body-font">
    <div class="container px-5 py-24 mx-auto flex flex-wrap">
        <div class="w-full mb-6 py-6 flex justify-between items-center border-b border-gray-200">
            <div>
                <h1 class="text-4xl text-gray-800">Lead</h1>
                <a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:category-list' %}">
                    Vuew categories
                </a>
            </div>
            {% if request.user.is_organizer %}
            <div>
                <a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:lead-create' %}">Create a new lead</a>
            </div>
            {% endif %}
        </div>

Test: Go to http://127.0.0.1:8000/admin/leads/lead, choose a lead a configure his category (i.e. contacted)<br> Then go to http://127.0.0.1:8000/leads/, click on View categories and view the contacted in the Name column and verify that the user is listed there

Simplify the selection of leads in the category, in crm/leads/templates/leads/category_detail.html (line 28)

<tbody>
    {% for lead in category.leads.all %} <!-- {% for lead in leads %} -->
        <tr>
            <td class="px-4 py-3">{{ lead.first_name }}</td>
            <td class="px-4 py-3">{{ lead.last_name }}</td>
        </tr>
    {% endfor %}
</tbody>

And comment the following section of crm/leads.views.py

:
class CategoryDetailView(LoginRequiredMixin, DetailView):
    template_name = "leads/category_detail.html"
    context_object_name = "category"

    #def get_context_data(self, **kwargs):
    #    context = super(CategoryDetailView, self).get_context_data(**kwargs)
    #    leads self.get_object().leads.all()
    #
    #    context.update({
    #        "leads": leads
    #    })
    #    return context

48 Category Update view

Update the category of a lead, in ./leads/category_datail.html (line 3468)

:
<tbody>
    {% for lead in category.leads.all %}
        <tr>
            <td class="px-4 py-3">
                <a class="hover:text-blue-500" href="{% url 'leads:lead-detail' lead.pk %}"> {{ lead.first_name }} </a>
            </td>
            <td class="px-4 py-3">{{ lead.last_name }}</td>
        </tr>
    {% endfor %}
</tbody>

Update leads/templates/leads/lead_detail.html line 15

{% extends "base.html" %}
{% block content %}

    <section class="text-gray-600 body-font overflow-hidden">
    <div class="container px-5 py-24 mx-auto">
        <div class="lg:w-4/5 mx-auto flex flex-wrap">
        <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
        <h2 class="text-sm title-font text-gray-500 tracking-widest">Lead</h2>
        <h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>
        <div class="flex mb-4">
            <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Overview</a>  <!-- interchaged -->
            <a class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Reviews</a>		<!-- interchaged -->
            <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Update Details</a> <!-- interchaged -->
            <a href="#" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">
                Category
            </a>
        </div>
    :

Add the class in ./leads/forms.py

class LeadCategoryUpdateForm(forms.ModelForm):
class Meta:
    model = Lead
    fields = (
        'category',
    )

Add the model leadcategoryupdateview in ./leads/views.py

from .forms import LeadForm, ..., AssignAgentForm, LeadCategoryUpdateForm
class LeadCategoryUpdateView(LoginRequiredMixin, generic.UpdateView):
        template_name = "leads/lead_category_update.html"
        form_class = LeadCategoryUpdateForm

        def get_queryset(self):
            user = self.request.user
            if user.is_organizer:
                queryset = Lead.objects.filter(organization=user.userprofile)
            else:
                queryset = Lead.objects.filter(organization=user.agent.organization)
                queryset = queryset.filter(agent__user=user)
            return queryset

        def get_success_url(self):
            return reverse("leads:lead-detail", kwargs={"pk": self.get_object().id})

Update in ./leads/urls.py

from .views import (LeadListView, ...,CategoryDetailView, LeadCategoryUpdateView)
;
urlpatterns = [
    :
    path('<int:pk>/category/', LeadCategoryUpdateView.as_view(), name='lead-category-update'),
]

Update leads/templates/leads/lead_detail.html, line 15

 {% extends "base.html" %}
 {% block content %}

     <section class="text-gray-600 body-font overflow-hidden">
     <div class="container px-5 py-24 mx-auto">
         <div class="lg:w-4/5 mx-auto flex flex-wrap">
         <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
         <h2 class="text-sm title-font text-gray-500 tracking-widest">Lead</h2>
         <h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>
         <div class="flex mb-4">
             <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Overview</a>  <!-- interchaged -->
             <!--<a class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Reviews</a>	 interchaged -->
             <a href="{% url 'leads:lead-category-update' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">
                 Category
             </a>
             <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Update Details</a> <!-- interchaged -->
         </div>
     </a>
     :

Create the template: leads/templates/leads/lead_category_update.html

 {% extends "base.html" %}
 {% block content %}
 	<section class="text-gray-600 body-font overflow-hidden">
 	  <div class="container px-5 py-24 mx-auto">
 	    <div class="lg:w-4/5 mx-auto flex flex-wrap">
 	      <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
 		<h2 class="text-sm title-font text-gray-500 tracking-widest">LEAD</h2>
 		<h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>
 		<div class="flex mb-4">
 		  <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Overview</a>  
 		  <a href="{% url 'leads:lead-category-update' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Category</a>
 		  <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Update Details</a>
 		</div>
 		<form method="post">
 		{% csrf_token %}
 		{{ form.as_p }}
 		<button type="submit">Submit</button>
 		</form>
 		<a href="{% url 'leads:lead-delete' lead.pk %}" class="w-1/2 mt-3 flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Delete</a>
 	      </div>
 	      <img alt="ecommerce" class="lg:w-1/2 w-full lg:h-auto h-64 object-cover object-center rounded" src="https://dummyimage.com/400x400">
 	    </div>
 	  </div>
 	</section>	
 {% endblock content %}

And edit the crm/leads/templates/leads/lead_update.html, line 15

{% extends "base.html" %}
{% block content %}
	<section class="text-gray-600 body-font overflow-hidden">
	  <div class="container px-5 py-24 mx-auto">
	    <div class="lg:w-4/5 mx-auto flex flex-wrap">
	      <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
		<h2 class="text-sm title-font text-gray-500 tracking-widest">LEAD</h2>
		<h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>
		<div class="flex mb-4">
		    <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Overview</a>
		    <a href="{% url 'leads:lead-category-update' lead.pk %}" class = "flex-grow border-b-2 border-gray-300 py-2 text-lg px-2">Category</a>
            <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Update Details</a>
		</div>
		<form method="post">
		{% csrf_token %}
		{{ form.as_p }}
		<button type="submit">Submit</button>
		</form>
		<a href="{% url 'leads:lead-delete' lead.pk %}" class="w-1/2 mt-3 flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Delete</a>
	      </div>
	      <img alt="ecommerce" class="lg:w-1/2 w-full lg:h-auto h-64 object-cover object-center rounded" src="https://dummyimage.com/400x400">
	    </div>
	  </div>
	</section>	
{% endblock content %}

Test 48.1 by going to: http://127.0.0.1:8000/leads/1/category and changing the category of the lead, check ver-1.6

49 Installing crispy

In the terminal

pip install django-crispy-forms
pip install crispy-tailwind
pip freeze > requirements.txt

Add the app in crm/settings.py

INSTALLED_APPS = [
    :
    'agents',
    'crispy_forms',
    'crispy_tailwind',
]
: #in the bottom
:
CRISPY_ALLOWED_TEMPLATE_PACKS = "tailwind"
CRISPY_TEMPLATE_PACK = "tailwind"

In templates/registration/login.html, add {% load tailwind_filters %} after {% extends 'base.html' %} and replace {{ form.as_p }} with {{ form|crispy }}
Also make the same changes in password_reset_{complete,confirm,done,email,form}.html, signup.html files
For login.html:

{% extends 'base.html' %}
{% load tailwind_filters %}

{% block content %}
<div class="max-w-lg mx-auto">

    <div class="py-5 border-t border-gray-200">
        <a class = "hover:text-blue-500" href="{% url 'signup' %}">Don't have an account?</a>
    </div>

    <form method = "post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button type='submit' class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md">Login</button>
    </form>
    <div class="py-5 border-t border-gray-200 mt-5">
        <a class = "hover:text-blue-500" href="{% url 'reset-password' %}">Forgot password?</a>
    </div>

</div>

{% endblock content %}

Test: Go to http://127.0.0.1:8000/login/ and see the changes

In password_reset_confirm.html

    {% extends 'base.html' %}
    {% load tailwind_filters %}

    {% block content %}
    <div class = "max-w-lg mx-auto">
        <h1 class="text-4xl text-gray-800">Enter your new password</h1>

        <form method="post">
            {% csrf_token %}
            {{ form|crispy }}
            <button type='submit' class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md">Confirm new password</button>
        </form>
    </div>
    {% endblock content %}

In password_reset_form.html

    {% extends 'base.html' %}
    {% load tailwind_filters %}

    {% block content %}
    <div class = "max-w-lg mx-auto">
        <h1 class="text-4xl text-gray-800">Enter your new password</h1>

        <form method="post" class="mt-5">
            {% csrf_token %}
            {{ form|crispy }}
            <button type='submit' class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md">Reset password</button>
        </form>
        <div class = "py-5 border-t border-gray-200 mt-5">
            <a class="hover:text-blue-500" href="{% url 'login' %}">Already have an account?</a>
        </div>
    </div>
    {% endblock content %}

In the ./templates/registration/signup.html

{% extends 'base.html' %}
{% load tailwind_filters %}
{% block content %}
<div class="max-w-lg mx-auto">
    <form method = "post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button tpe='submit' class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md">Signup</button>
    </form>
    <div class="py-5 border-t border-gray-200 mt-5">
        <a class = "hover:text-blue-500" href="{% url 'login' %}">Already have an account?</a>
    </div>
</div>

{% endblock content %}

Also edit in leads/templates/leads/lead_create.html

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
<div class="max-w-lg mx-auto">
    <a class="hover:text-blue-500" href="{% url 'leads:lead-list' %}">Go back to leads</a>
    <div class="py-5 border-t border-gray-200">
        <h1>Create a new lead</h1>
    </div>
    <form method="post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button type='submit' class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md">Submit</button>
    </form>
</div>
{% endblock content %}

In crm/templates/leads/lead_update.html

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
    <section class="text-gray-600 body-font overflow-hidden">
        <div class="container px-5 py-24 mx-auto">
            <div class="lg:w-4/5 mx-auto flex flex-wrap">
                <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
                    <h2 class="text-sm title-font text-gray-500 tracking-widest">Lead</h2>
                    <h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>
                    <div class="flex mb-4">
                    <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Overview</a>  <!-- interchaged -->
                    <!--<a class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Reviews</a>		interchaged -->
                    <a href="{% url 'leads:lead-category-update' lead.pk %}" class = "flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Category</a>
                    <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Update Details</a> <!-- interchaged -->
                    </div>
                    <form method="post">
                        {% csrf_token %}
                        {{ form|crispy }}
                        <button class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md type="submit">Submit</button>
                    </form>

                    <div class="mt-5 py-5 border-t border-gray-200">
                        <a href="{% url 'leads:lead-delete' lead.pk %}" class="w-1/2 mt-3 text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Delete</a>
                    </div>
                </div>
            </div>
        </div>
    </section>	
{% endblock content %}`

Update the leads/templates/leads/lead_category_update.html

 {% extends "base.html" %}
 {% load tailwind_filters %}
 {% block content %}
     <section class="text-gray-600 body-font overflow-hidden">
     <div class="container px-5 py-24 mx-auto">
         <div class="lg:w-4/5 mx-auto flex flex-wrap">
         <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
         <h2 class="text-sm title-font text-gray-500 tracking-widest">LEAD</h2>
         <h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>
         <div class="flex mb-4">
         <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Overview</a>  
         <a href="{% url 'leads:lead-category-update' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Category</a>
         <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Update Details</a>
         </div>
         <form method="post">
         {% csrf_token %}
         {{ form|crispy }}
         <button type="submit">Submit</button>
         </form>
         <a href="{% url 'leads:lead-delete' lead.pk %}" class="w-1/2 mt-3 flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Delete</a>
         </div>
         <img alt="ecommerce" class="lg:w-1/2 w-full lg:h-auto h-64 object-cover object-center rounded" src="https://dummyimage.com/400x400">
         </div>
     </div>
     </section>	
 {% endblock content %}

Update agent/templates/agents/agent_create.html

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
    <div class="max-w-lg mx-auto">

        <div class="py-5 border-b border-gray-200">
            <a class="hover:text-blue-500" href="{% url 'agents:agent-list' %}">Go back to agents</a>
        </div>

        <h1 class="text-4xl text-gray-800"> Create a new agent</h1>
        <form method="post">
            {% csrf_token %}
            {{ form|crispy }}
            <button type="submit" class="w-full text-white bg-blue-500 hover:bg:blue-600 px-3 py-2 rounded-md">Submit</button>
        </form>
    </div>
{% endblock content %}

Update agents/templates/agents/agent_update.html

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
    <section class="text-gray-600 body-font overflow-hidden">
    <div class="container px-5 py-24 mx-auto">
        <div class="lg:w-4/5 mx-auto flex flex-wrap">
        <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
        <h2 class="text-sm title-font text-gray-500 tracking-widest">AGENT</h2>
        <h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ agent.user.username }}</h1>
        <div class="flex mb-4">
        <a href="{% url 'agents:agent-detail' agent.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Overview</a>  <!-- interchaged -->
        <a class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Reviews</a>		<!-- interchaged -->
        <a href="{% url 'agents:agent-update' agent.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Update Details</a> <!-- interchaged -->
        </div>
        <form method="post">
            {% csrf_token %}
            {{ form|crispy }}
            <button type="submit" class="w-full text-white bg-blue-500 hover:bg:blue-600 px-3 py-2 rounded-md">Submit</button>
        </form>
        <div class="mt-5 py-5 border-t border-gray-200">
            <a href="{% url 'agents:agent-delete' agent.pk %}" class="w-1/2 mt-3 text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Delete</a>
        </div>
        <img alt="ecommerce" class="lg:w-1/2 w-full lg:h-auto h-64 object-cover object-center rounded" src="https://dummyimage.com/400x400">
        </div>
    </div>
    </section>	
{% endblock content %}

Update the agent_delete.html

{% extends "base.html" %}
{% load tailwind_filters %}

{% block content %}
<div class="max-w-lg mx-auto">
    <div class="py-5 border-b border-gray-200">
        <a class="hover:text-blue-500" href="{% url 'agents:agent-list' %}">Go back to agents</a>
    </div>

    <h1 class="text-3xl text-gray-800">Are you sure you want to delete this agent?</h1>
    <form method="post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button type="submit" class="w-full text-white bg-blue-500 hover:bg:blue-600 px-3 py-2 rounded-md">Submit</button>
    </form>
</div>
{% endblock content %}
``

Update the lead_delete.html

{% extends "base.html" %}
{% load tailwind_filters %}

{% block content %}
<div class="max-w-lg mx-auto">
    <div class="py-5 border-b border-gray-200">
        <a class="hover:text-blue-500" href="{% url 'leads:lead-list' %}">Go back to leads</a>
    </div>

    <h1 class="text-3xl text-gray-800">Are you sure you want to delete this lead?</h1>
    <form method="post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button type="submit" class="w-full text-white bg-blue-500 hover:bg:blue-600 px-3 py-2 rounded-md">Submit</button>
    </form>
</div>
{% endblock content %}

Update leads/templates/leads/assign_agent.html

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
<div class="max-w-lg mx-auto">
    <div class="py-5 border-b border-gray-200">
        <a class="hover:text-blue-500" href="{% url 'leads:lead-list' %}">Go back to leads</a>
    </div>
    <hr />

    <h1 class="text-3xl text-gray-800">Assign an agent to this lead</h1>
    <form method="post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button type="submit" class="w-full text-white bg-blue-500 hover:bg:blue-600 px-3 py-2 rounded-md">Submit</button>
    </form>
</div>
{% endblock content %}

50 Styling a little bit more

Go to leads/models.py and add {descrip, date, phone, email} to the model

class Lead(models.Model):
    first_name = models.CharField(max_length=20)
    last_name = models.CharField(max_length=20)
    age = models.IntegerFiled(default=0)
    organization = models.ForeignKey(UserProfile, on_delete=models.CASCADE)
    agent = models.ForeignKey("Agent", null=True, blank=True, on_delete=models.SET_NULL)
    category = models.ForeignKey("Category", related_name = "leads", null=True, blank=True, on_delete=models.SET_NULL)
    description = models.TextField()
    date_added = models.DateTimmeField(auto_now_add=True)
    phone_number = models.CharField(max_length=20)
    email = models.EmailField()
    :

In the terminal:

python manage.py makemigrations
Selection an otion: 1
>> timezone.now

Do for all the leads that were created and end with

python manage.py migrate
python manage.py runserver

Edit the leads/forms.py

class LeadModelForm(forms.ModelForm):
    class Meta:
        model = Lead
        fields = (
            'first_name',
            'last_name',
            'age',
            'agent',
            'description',
            'phone_number',
            'email',
        )

Then run again python manage.py runserver

Fix in ./leads/view.py/ 50 - 4:40 Error at creating a lead in http://127.0.0.1:8000/leads/create, after clicking on submit

class LeadCreateView(OrganizerAndLoginRequiredMixin, generic.CreateView):
template_name = "leads/lead_create.html"
form_class = LeadModelForm
def get_success_url(self):
    return reverse("leads:lead-list")

def form_valid(self, form):
    lead = form.save(commit=False)
    lead.organization = self.request.user.userprofile
    lead.save()
    send_mail(
        subject="A lead has been created",
        message="Go to the website to see the new lead",
        from_email="test@test.com",
        recipient_list=["test2@test.com"]
    )
    return super(LeadCreateView, self).form_valid(form)

Edit the leads/templates/leads/lead_list.html file

{% extends "base.html" %}

{% block content %}

<section class="text-gray-700 body-font">
    <div class="container px-5 py-24 mx-auto flex flex-wrap">
        <div class="w-full mb-6 py-6 flex justify-between items-center border-b border-gray-200">
            <div>
                <h1 class="text-4xl text-gray-800">Leads</h1>
                <a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:category-list' %}">
                    View categories
                </a>
            </div>
            {% if request.user.is_organizer %}
            <div>
                <a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:lead-create' %}">
                    Create a new lead
                </a>
            </div>
            {% endif %}
        </div>

        <div class="flex flex-col w-full">
            <div class="-my-2 overflow-x-auto sm:-mx-6 lg:-mx-8">
            <div class="py-2 align-middle inline-block min-w-full sm:px-6 lg:px-8">
                <div class="shadow overflow-hidden border-b border-gray-200 sm:rounded-lg">
                <table class="min-w-full divide-y divide-gray-200">
                    <thead class="bg-gray-50">
                        <tr>
                            <th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
                            First Name
                            </th>
                            <th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
                            Last Name
                            </th>
                            <th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
                            Age
                            </th>
                            <th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
                            Email
                            </th>
                            <th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
                            Cell Phone Number
                            </th>
                            <th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
                            Category
                            </th>
                            <!--
                            <th scope="col" class="relative px-6 py-3">
                            <span class="sr-only">Edit</span>
                            </th>
                            -->
                            <th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
                                Modify
                            </th>
                        </tr>
                    </thead>
                    <tbody>
                        {% for lead in leads %}
                            <tr class="bg-white">
                                <td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">
                                    <a class="text-blue-500 hover:text-blue-800" href="{% url 'leads:lead-detail' lead.pk %}">{{ lead.first_name }}</a>
                                </td>
                                <td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">
                                    {{ lead.last_name }}
                                </td>
                                <td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">
                                    {{ lead.age }}
                                </td>
                                <td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">
                                    {{ lead.email }}
                                </td>
                                <td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">
                                    {{ lead.phone_number }}
                                </td>
                                <td class="px-6 py-4 whitespace-nowrap">
                                    {% if lead.category %}
                                        <span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">
                                            {{ lead.category.name }}
                                        </span>
                                    {% else %}
                                        <span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-gray-100 text-gray-800">
                                            Unassigned
                                        </span>
                                    {% endif %}
                                </td>
                                <td class="px-8 py-4 whitespace-nowrap  text-sm font-medium">
                                    <a href="{% url 'leads:lead-update' lead.pk %}" class="text-indigo-600 hover:text-indigo-900">
                                        Edit
                                    </a>
                                </td>
                            </tr>

                        {% empty %}

                        <p>There are currently no leads</p>

                        {% endfor %}
                    </tbody>
                </table>
                </div>
            </div>
            </div>
        </div>

        {% if unassigned_leads.exists %}
            <div class="mt-5 flex flex-wrap -m-4">
                <div class="p-4 w-full">
                    <h1 class="text-4xl text-gray-800">Unassigned leads</h1>
                </div>
                {% for lead in unassigned_leads %}
                <div class="p-4 lg:w-1/2 md:w-full">
                    <div class="flex border-2 rounded-lg border-gray-200 p-8 sm:flex-row flex-col">
                        <div class="w-16 h-16 sm:mr-8 sm:mb-0 mb-4 inline-flex items-center justify-center rounded-full bg-indigo-100 text-indigo-500 flex-shrink-0">
                            <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-8 h-8" viewBox="0 0 24 24">
                                <path d="M22 12h-4l-3 9L9 3l-3 9H2"></path>
                            </svg>
                        </div>
                        <div class="flex-grow">
                            <h2 class="text-gray-900 text-lg title-font font-medium mb-3">
                                {{ lead.first_name }} {{ lead.last_name }}
                            </h2>
                            <p class="leading-relaxed text-base">
                                {{ lead.description }}
                            </p>
                            <a href="{% url 'leads:assign-agent' lead.pk %}" class="mt-3 text-indigo-500 inline-flex items-center">
                                Assign an agent
                                <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
                                    <path d="M5 12h14M12 5l7 7-7 7"></path>
                                </svg>
                            </a>
                        </div>
                    </div>
                </div>
                {% endfor %}
            </div>
        {% endif %}
    </div>
</section>
{% endblock content %}

<!-- 
extends "base.html" 
block content
<section class="text-gray-600 body-font">
    <div class="container px-5 py-24 mx-auto flex flex-wrap">
        <div class="w-full mb-6 py-6 flex justify-between items-center border-b border-gray-200">
            <div>
                <h1 class="text-4xl text-gray-800">Lead</h1>
                <a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:category-list' %}">
                    Vuew categories
                </a>
            </div>
            {% if request.user.is_organizer %}
            <div>
                <a class="text-gray-500 hover:text-blue-500" href="{% url 'leads:lead-create' %}">Create a new lead</a>
            </div>
            {% endif %}
        </div>
        <div class="flex flex-wrap -m-4">
            {% for lead in leads %}
            <div class="p-4 lg:w-1/2 md:w-full">
                <div class="flex border-2 rounded-lg border-gray-200 border-opacity-50 p-8 sm:flex-row flex-col">
                    <div class="w-16 h-16 sm:mr-8 sm:mb-0 mb-4 inline-flex items-center justify-center rounded-full bg-indigo-100 text-indigo-500 flex-shrink-0">
                        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-8 h-8" viewBox="0 0 24 24">
                            <path d="M22 12h-4l-3 9L9 3l-3 9H2"></path>
                        </svg>
                    </div>
                    <div class="flex-grow">
                        <h2 class="text-gray-900 text-lg title-font font-medium mb-3">{{ lead.first_name }} {{ lead.last_name }}</h2>
                        <p class="leading-relaxed text-base">Blue bottle crucifix vinyl post-ironic four dollar toast vegan taxidermy. Gastropub indxgo juice poutine.</p>
                        <a href="{% url 'leads:lead-detail' lead.pk %}" class="mt-3 text-indigo-500 inline-flex items-center">
                            View this lead
                            <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
                                <path d="M5 12h14M12 5l7 7-7 7"></path>
                            </svg>
                        </a>
                    </div>
                </div>
            </div>
            {% endfor %}
        </div>
        {% if unassigned_leads.exists %}
            <div class="mt-5 flex flex-wrap -m-4">
                <div class="p-4 w-full">
                    <h1 class="text-4xl text-gray-800">Unassigned leads</h1>
                </div>
                {% for lead in unassigned_leads %}
                <div class="p-4 w-full lg:w-1/2 md:w-full">
                    <div class="flex border-2 rounded-lg border-gray-200 border-opacity-50 p-8 sm:flex-row flex-col">
                        <div class="w-16 h-16 sm:mr-8 sm:mb-0 mb-4 inline-flex items-center justify-center rounded-full bg-indigo-100 text-indigo-500 flex-shrink-0">
                            <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-8 h-8" viewBox="0 0 24 24">
                                <path d="M22 12h-4l-3 9L9 3l-3 9H2"></path>
                            </svg>
                        </div>
                        <div class="flex-grow">
                            <h2 class="text-gray-900 text-lg title-font font-medium mb-3">{{ lead.first_name }} {{ lead.last_name }}</h2>
                            <p class="leading-relaxed text-base">
                                {{ lead.description }}
                            </p>
                            <a href="{% url 'leads:assign-agent' lead.pk %}" class="mt-3 text-indigo-500 inline-flex items-center">
                                Assign an agent
                                <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
                                    <path d="M5 12h14M12 5l7 7-7 7"></path>
                                </svg>
                            </a>
                        </div>
                    </div>
                </div>
                {% endfor %}
            </div>
        {% endif %}
    </div>
</section>
endblock content
-->

Change the default redirect after loggin out, go to crm/settings.py

:
AUTH_USER_MODEL = 'leads.User'
EMAIL_BACKEND = "django.core.mail.backends.console.EmailBackend"
LOGIN_REDIRECT_URL = "/leads"
LOGIN_URL = "/login"
LOGOUT_REDIRECT_URL = "/"

CRISPY_ALLOWED_TEMPLATE_PACKS = "tailwind"
CRISPY_TEMPLATE_PACK = 'tailwind'

Update the leads/templates/leads/lead_detail.html

 {% extends "base.html" %}
 {% block content %}
 	<section class="text-gray-600 body-font overflow-hidden">
 	  <div class="container px-5 py-24 mx-auto">
 	    <div class="lg:w-4/5 mx-auto flex flex-wrap">
 	      <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
 		<h2 class="text-sm title-font text-gray-500 tracking-widest">Lead</h2>
 		<h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>

         <div class="flex mb-4">
 		  <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Overview</a>  
 		  <a href="{% url 'leads:lead-category-update' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Category</a>
 		  <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Update Details</a>
 		</div>

         <p class="leading-relaxed mb-4">{{ lead.description }}</p>
 		<div class="flex border-t border-gray-200 py-2">
 		  <span class="text-gray-500">Age</span>
 		  <span class="ml-auto text-gray-900">{{ lead.age }}</span>
 		</div>
 		<div class="flex border-t border-gray-200 py-2">
 		  <span class="text-gray-500">Email</span>
 		  <span class="ml-auto text-gray-900">{{ lead.email }}</span>
 		</div>
 		<div class="flex border-t border-b mb-6 border-gray-200 py-2">
 		  <span class="text-gray-500">Phone Number</span>
 		  <span class="ml-auto text-gray-900">{{ lead.phone_number }}</span>
 		</div>
 		<div class="flex">
 		  <!-- <span class="title-font font-medium text-2xl text-gray-900">$58.00</span> -->
 		  <button class="flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Button</button>
 		  <button class="rounded-full w-10 h-10 bg-gray-200 p-0 border-0 inline-flex items-center justify-center text-gray-500 ml-4">
 		    <svg fill="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-5 h-5" viewBox="0 0 24 24">
 		      <path d="M20.84 4.61a5.5 5.5 0 00-7.78 0L12 5.67l-1.06-1.06a5.5 5.5 0 00-7.78 7.78l1.06 
 		      1.06L12 21.23l7.78-7.78 1.06-1.06a5.5 5.5 0 000-7.78z"></path>
 		    </svg>
 		  </button>
 		</div>
 	      </div>
 	      <img alt="ecommerce" class="lg:w-1/2 w-full lg:h-auto h-64 object-cover object-center rounded" src="https://dummyimage.com/400x400">
 	    </div>
 	  </div>
 	</section>	
 {% endblock content %}

Update ./leads/templates/leads/lead_update.html

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
    <section class="text-gray-600 body-font overflow-hidden">
        <div class="container px-5 py-24 mx-auto">
            <div class="lg:w-4/5 mx-auto flex flex-wrap">
                <div class="w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0">
                <!-- <div class="lg:w-1/2 w-full lg:pr-10 lg:py-6 mb-6 lg:mb-0"> -->
                    <h2 class="text-sm title-font text-gray-500 tracking-widest">Lead</h2>
                    <h1 class="text-gray-900 text-3xl title-font font-medium mb-4">{{ lead.first_name }} {{ lead.last_name }}</h1>
                    <div class="flex mb-4">
                    <a href="{% url 'leads:lead-detail' lead.pk %}" class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Overview</a>  <!-- interchaged -->
                    <!--<a class="flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Reviews</a>		interchaged -->
                    <a href="{% url 'leads:lead-category-update' lead.pk %}" class = "flex-grow border-b-2 border-gray-300 py-2 text-lg px-1">Category</a>
                    <a href="{% url 'leads:lead-update' lead.pk %}" class="flex-grow text-indigo-500 border-b-2 border-indigo-500 py-2 text-lg px-1">Update Details</a> <!-- interchaged -->
                    </div>
                    <form method="post">
                        {% csrf_token %}
                        {{ form|crispy }}
                        <button class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md type="submit">Submit</button>
                    </form>

                    <div class="mt-5 py-5 border-t border-gray-200">
                        <a href="{% url 'leads:lead-delete' lead.pk %}" class="w-1/2 mt-3 text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Delete</a>
                    </div>
                </div>
            </div>
        </div>
    </section>	
{% endblock content %}

Test 50-1 Compiled in the branch of ver-1.7

51 Install the environment packages

In the terminal

pip install django-environ
pip freeze > requirements.txt

Edit the crm/settings.py, add the environ package

from pathlib import Path
import environ

env = environ.Env(
    DEBUG = (bool, False)
)
environ.Env.read_env()
:

Create the new file crm/.env and copy the the secret_key of crm/settings.py

DEBUG=True
SECRET_KEY='9l=jjp#pg0-mbdfsntqww91&s9b^^a!kj44ljl4f5h!_uoft$h6u'

Create another .env that will be shown uploaded with the projects and where the secret variables don't show up: .template.env
```
DEBUG=True
SECRET_KEY=
```
Edit crm/settings.py to test the mechanism of variables, line 8
```
environ.ENV.read_env()

DEBUG = env('DEBUG')
SECRET_KEY = env('SECRET_KEY')
print(DEBUG, SECRET_KEY)
```
Test: Stop and Run the server python manage.py runserver, verify on the terminal the printed key

52 Configure the server using Postgrespl

Download and install it from https://postgresql.org/download/

Change PosgreSQL password, but before Reset Master Password in the program pgAdmin4.

- Edit the file Files/PostgreSQL/14/data/pg_hba.conf, replace scram-sha-256 with trust
    # TYPE  DATABASE        USER            ADDRESS                 METHOD

    # "local" is for Unix domain socket connections only
    local   all             all                                     trust
    # IPv4 local connections:
    host    all             all             127.0.0.1/32            trust
    # IPv6 local connections:
    host    all             all             ::1/128                 trust
    # Allow replication connections from localhost, by a user with the
    # replication privilege.
    local   replication     all                                     trust
    host    replication     all             127.0.0.1/32            trust
    host    replication     all             ::1/128                 trust


- Go to CMD and type, wont ask you a password
    psql -U postgres
    
- In postgres=#, change the password
    \password postgres

- Restore Program Files/PostgreSQL/14/data/pg_hba.conf
    # TYPE  DATABASE        USER            ADDRESS                 METHOD

    # "local" is for Unix domain socket connections only
    local   all             all                                     scram-sha-256
    # IPv4 local connections:
    host    all             all             127.0.0.1/32            scram-sha-256
    # IPv6 local connections:
    host    all             all             ::1/128                 scram-sha-256
    # Allow replication connections from localhost, by a user with the
    # replication privilege.
    local   replication     all                                     scram-sha-256
    host    replication     all             127.0.0.1/32            scram-sha-256
    host    replication     all             ::1/128                 scram-sha-256


- Try to login again in CMD
    psql -U postgres

Create the data base dbcrm, in the VS code terminal and being in the environment, run:
Previously install postgreSQL extension for VS

createdb -h localhost -p 5432 -U postgres dbcrm
#(Input password of pgAdmin4 or the the admin's pass of the program in the installation process)

Configure the database in crm/settings.py

:
DATABASES = {
    'default': {
        'ENGINE': 'django.db.backends.postgresql_psycopg2',
        'NAME': env("DB_NAME"),
        'USER': env("DB_USER"),
        'PASSWORD': env("DB_PASSWORD"),
        'HOST': env("DB_HOST"),
        'PORT': env("DB_PORT"),
    }
}

Configure the environment variables in crm/.env

DEBUG=True
SECRET_KEY='9l=jjp#pg0-mbdfsntqww91&s9b^^a!kj44ljl4f5h!_uoft$h6u'
DB_NAME = dbcrm
DB_USER = dbcrmuser
DB_PASSWORD = dbcrm1234
DB_HOST = localhost
DB_PORT =

Access to the database from the terminal and create the user dbcrmuser that will take control over the database dbcrm

psql -U postgres
    #password of the pgadmin4 (postgres)
CREATE USER dbcrmuser WITH PASSWORD 'dbcrm1234';
GRANT ALL PRIVILEGES ON DATABASE dbcrm TO dbcrmuser
\q

Copy the data to crm/.templates.env

DEBUG=True
SECRET_KEY=1234
DB_NAME = 
DB_USER = 
DB_PASSWORD = 
DB_HOST = 
DB_PORT =

In the terminal, migrate the new database that's using PostgreSQL, be sure to delete all previous migrations files of the lead and agent apps, except __init__.py
```
pip install psycopg2-binary
python manage.py migrate
python manage.py runserver
```

53 Installing whitenoise

In the terminal

pip install whitenoise
pip freeze > requirements.txt

Add the whitenoise in crm/settings.py

:
INSTALLED_APPS = [
    'whitenoise.runserver_nostatic',
]
:
MIDDLEWARE = [
    'whitenoise.middleware.WhiteNoiseMiddleware',
    :
]

STATIC_ROOT = "static_root"
STATICFILES_STORAGE = 'whitenoise.storage.CompressedManifestStaticFilesStorage'
:

Run in the terminal:

python manage.py collectstatic

54 Configurations for deployment

Edit the crm/settings.py

:
if not DEBUG:
    SECURE_PROXY_SSL_HEADER = ('HTTP_X_FORWARDED_PROTO', 'https')
    SECURE_SSL_REDIRECT = True
    SESSION_COOKIE_SECURE = True
    SECURE_CSRF_COOKIE_SECURE = True
    SECURE_BROWSER_XSS_FILTER = True
    SECURE_CONTENT_TYPE_NOSNIFF = True
    SECURE_HSTS_SECONDS = 31536000 #1YEAR
    SECURE_HSTS_INCLUDE_SUBDOMAINS = True 
    SECURE_HSTS_PRELOAD = True
    X_FRAME_OPTIONS = "DENY"        

    ALLOWED_HOSTS = ["*"] #YOUR DOMAIN.CO

Install gunicorn: pip install gunicorn

pip install gunicorn
pip freeze > requirements.txt

Ommit this part for production

Collect the static files, create ./runserver.sh(give executable permissions to this file)
```
python manage.py collectstatic --no-input
python manage.py migrate
gunicorn --worker-tmp-dir /dev/shm crm.sdgi
```
In the terminal give the permission chmod +x runserver.h. This won't run in the local server because the line of gunicorn --worker ... is meant to be run in a production server.

55 Configue the email SMTP for the productionn deployment

Sign up in mailgun, then go to Sendinds>Domains>New Domain
SMTP credentials > Reset password: If there is no user, Create is on the tab Add new SMTP user: jose (jose@mg.yoursite.com)

Edit the crm/settings.py

:
EMAIL_HOST = env("EMAIL_HOST")
EMAIL_HOST_USER = env("EMAIL_HOST_USER")
EMAIL_HOST_PASSWORD = env("EMAIL_HOST_PASSWORD")
EMAIL_USE_TLS = True
EMAIL_PORT = env("EMAIL_PORT")
DEFAULT_FROM_EMAIL = env("DEFAULT_FROM_EMAIL")

Add it to the crm/.env

:
EMAIL_BACKEND = "django.core.mail.backends.smtp.EmailBackend"
EMAIL_HOST = "smtp.mailgun.org"
EMAIL_HOST_USER = "postmaster@mg.domain.com"
EMAIL_HOST_PASSWORD = "" 
EMAIL_USE_TLS = True
EMAIL_PORT = 587
DEFAULT_FROM_EMAIL =

In digital ocean add the environmet variables

56 Add your domain

Go to digital ocean and add enter your custom domain

Ommitted till here

57 Final fixes

Go to leads/templates/leads/lead_list.html & agents/templates/agents/agent_list.html add before the {% endfor %}
```
:
{% empty %}
<p> There are currently no leads (agents) </p>
{% endfor %}
```

Edit the leads/templates/leads/assign_agent.html

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
<div class="max-w-lg mx-auto">
    <a class="hover:text-blue-500" href="{% url 'leads:lead-list' %}">Go back to leads</a>
    <div class="py-5 border-t border-gray-200">
        <h1>Assign an agent to this lead</h1
    </div>
    <form method="post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button type='submit' class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md">Submit</button>
    </form>
</div>
{% endblock content %}

Creat the category form in ./leads/forms.py

from .models import Lead, Agent, Category
:
class CategoryModelForm(forms.ModelForm):
    class Meta:
        model = Category
        fields = (
            'name',
        )

Create a category view in ./leads/views.py

from .forms import (
    LeadForm,
    LeadModelForm,
    CustomUserCreationForm,
    AssignAgentForm,
    LeadCategoryUpdateForm,
    CategoryModelForm
)
:
class CategoryCreateView(OrganizerAndLoginRequiredMixin, generic.CreateView):
    template_name = "leads/category_create.html"
    form_class = CategoryModelForm

    def get_success_url(self):
        return reverse("leads:category-list")
    def form_valid(self, form):
        category=form.save(commit=False)
        category.organization = self.request.user.userprofile
        category.save()
        return super(CategoryCreateView, self).form_valid(form)

class CategoryUpdateView(OrganizerAndLoginRequiredMixin, generic.UpdateView):
    template_name = "leads/category_update.html"
    form_class = CategoryModelForm

    def get_success_url(self):
        return reverse("leads:category-list")
    
    def get_queryset(self):
        user = self.request.user
        if user.is_organizer:
            queryset = Category.objects.filter(organization=user.userprofile)
        else:
            queryset = Category.objects.filter(organization=user.agent.organization)
        return queryset

class CategoryDeleteView(OrganizerAndLoginRequiredMixin, generic.DeleteView):
    template_name = "leads/category_delete.html"

    def get_success_url(self):
        return reverse("leads:category-list")
    def get_queryset(self):
        user = self.request.user
        if user.is_organizer:
            queryset = Category.objects.filter(organization=user.userprofile)
        else:
            queryset = Category.objects.filter(organization=user.agent.organization)
        return queryset

Create a category_create.html file in leads/templates/leads

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
<div class="max-w-lg mx-auto">
    <a class="hover:text-blue-500" href="{% url 'leads:category-list' %}">Go back to categories</a>
    <div class="py-5 border-t border-gray-200">
        <h1 class="text-4xl text-gray-800">Create a new category</h1
    </div>
    <form method="post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button type='submit' class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md">Submit</button>
    </form>
</div>
{% endblock content %}

Create a category_update.html file in leads/templates/leads

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
<div class="max-w-lg mx-auto">
    <a class="hover:text-blue-500" href="{% url 'leads:category-list' %}">Go back to categories</a>
    <div class="py-5 border-t border-gray-200">
        <h1 class="text-4xl text-gray-800">Update {{ object.name }}</h1
    </div>
    <form method="post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button type='submit' class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md">Submit</button>
    </form>
</div>
{% endblock content %}

Create a category_delete.html file in leads/templates/leads

{% extends "base.html" %}
{% load tailwind_filters %}
{% block content %}
<div class="max-w-lg mx-auto">
    <a class="hover:text-blue-500" href="{% url 'leads:category-list' %}">Go back to categories</a>
    <div class="py-5 border-t border-gray-200">
        <h1 class="text-4xl text-gray-800">Are sure you want to delete {{ object.name }}?</h1
    </div>
    <form method="post" class="mt-5">
        {% csrf_token %}
        {{ form|crispy }}
        <button type='submit' class="w-full text-white bg-blue-500 hover:bg-blue-600 px-3 py-2 rounded-md">Submit</button>
    </form>
</div>
{% endblock content %}

Edit ./leads/templates/leads/category_list.html

{% extends "base.html" %}

{% block content %}
<section class="text-gray-600 body-font">
<div class="container px-5 py-24 mx-auto">
    <div class="flex flex-col text-center w-full mb-20">
    <h1 class="sm:text-4xl text-3xl font-medium title-font mb-2 text-gray-900">Categories</h1>
    <p class="lg:w-2/3 mx-auto leading-relaxed text-base">These categories segment the leads</p>
    <a href="{% url 'leads:category-create' %}" class="hover:text-blue-500">Create a category</a>
    </div>
    <div class="lg:w-2/3 w-full mx-auto overflow-auto">
    <table class="table-auto w-full text-left whitespace-no-wrap">
        <thead>
        <tr>
            <th class="px-4 py-3 title-font tracking-wider font-medium text-gray-900 text-sm bg-gray-100 rounded-tl rounded-bl">Name</th>
            <th class="px-4 py-3 title-font tracking-wider font-medium text-gray-900 text-sm bg-gray-100">Lead Count</th>
        </tr>
        </thead>
        <tbody>
            <tr>
                <td class="px-4 py-3">Unassigned</td>
                <td class="px-4 py-3">{{ unassigned_lead_count }}</td>
            </tr>
            {% for category in category_list %}
                <tr>
                    <td class="px-4 py-3">
                        <a href="{% url 'leads:category-detail' category.pk %}"> {{ category.name }}</a>
                    </td>
                    <td class="px-4 py-3">TODO count</td>
                </tr>
            {% endfor %}
        </tbody>
    </table>
    </div>
    <div class="flex pl-4 mt-4 lg:w-2/3 w-full mx-auto">
    <a class="text-indigo-500 inline-flex items-center md:mb-2 lg:mb-0">Learn More
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
    </a>
    <button class="flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Button</button>
    </div>
</div>
</section>
{% endblock content %}

Edit the ./leads/urls.py

:
from .views import (LeadListView, ... LeadCategoryUpdateView, CategoryCreateView, CategoryUpdateView, CategoryDeleteView)
:
urlpatterns = [
    :
    path('categories/', CategoryListView.as_view(), name='category-list'),
    path('categories/<int:pk>/', CategoryDetailView.as_view(), name='category-detail'),
    path('categories/<int:pk>/update/', CategoryUpdateView.as_view(), name='category-update'),
    path('categories/<int:pk>/delete/', CategoryDeleteView.as_view(), name='category-delete'),
    path('create-category/', CategoryCreateView.as_view(), name='category-create'),

]

Edit crm/leads/templates/leads/category_detail.html

{% extends "base.html" %}

{% block content %}
<section class="text-gray-600 body-font">
<div class="container px-5 py-24 mx-auto">
    <div class="flex flex-col text-center w-full mb-20">
    <h1 class="sm:text-4xl text-3xl font-medium title-font mb-2 text-gray-900">{{ category.name }}</h1>
    <p class="lg:w-2/3 mx-auto leading-relaxed text-base">These are the leads under this category</p>
        <a href="{% url 'leads:category-update' category.pk %}" class="hover:text-blue-500">Update</a> <!--added-->
        <a href="{% url 'leads:category-delete' category.pk %}" class="hover:text-blue-500">Delete</a> <!--added-->
    </div>
    <div class="lg:w-2/3 w-full mx-auto overflow-auto">
    <table class="table-auto w-full text-left whitespace-no-wrap">
        <thead>
        <tr>
            <th class="px-4 py-3 title-font tracking-wider font-medium text-gray-900 text-sm bg-gray-100 rounded-tl rounded-bl">First Name</th>
            <th class="px-4 py-3 title-font tracking-wider font-medium text-gray-900 text-sm bg-gray-100">Last Name</th>
        </tr>
        </thead>
        <tbody>
			{% for lead in category.leads.all %} <!-- {% for lead in leads %} -->
				<tr>
					<td class="px-4 py-3">{{ lead.first_name }}</td>
					<td class="px-4 py-3">{{ lead.last_name }}</td>
				</tr>
			{% endfor %}
        </tbody>
    </table>
    </div>
    <div class="flex pl-4 mt-4 lg:w-2/3 w-full mx-auto">
    <a class="text-indigo-500 inline-flex items-center md:mb-2 lg:mb-0">Learn More
        <svg fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="w-4 h-4 ml-2" viewBox="0 0 24 24">
        <path d="M5 12h14M12 5l7 7-7 7"></path>
        </svg>
    </a>
    <button class="flex ml-auto text-white bg-indigo-500 border-0 py-2 px-6 focus:outline-none hover:bg-indigo-600 rounded">Button</button>
    </div>
</div>
</section>
{% endblock content %}

Test 57-1 Compiled in the branch of ver-1.8

Name		Name	Last commit message	Last commit date
Latest commit History 108 Commits
.vscode		.vscode
agents		agents
crm		crm
env		env
leads		leads
sources/img		sources/img
static		static
static_root		static_root
templates		templates
.gitattributes		.gitattributes
Notes		Notes
README.md		README.md
gitignore		gitignore
manage.py		manage.py
notes1.txt		notes1.txt
requirements.txt		requirements.txt

jatolentino/Django-CRM

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Features

Quick Installation

How to use

Comprehensive guide to progressively implement this project

1 Create & activate the virtual enviroment

2 Check packages

3 Install django

4 Create the project

5 Add the gitignore

6 Run the server

7 Run migrate

8 Create the app (for users/leads/payments)

9 Add the new app 'leads' into the settings of the project

10 Open models, edit & run

11 Create a model Agent (every Lead will have an agent)

12 Add a customizable User model

13 Models Managers

14 Configure the Agent to show up the email

15 Forms and create view

16 Add a home_page to display "hello world"

17 Add a html page

18 Context

19 Urls in the app, namespaces

20 Lead's list

21 Create leads with Forms

22 Using Django ModelsForm

23 Create the lead_update model

24 Create the model delete

25 Change URLs' names

26 Create a template

27 Adding Tailwindcss

28 Using classes & replacing the functions

29 Set the static files

30 Send emails

31 Authentication

32 Test django

33 Authorization restriction

34 Using signals

35 Create the Agents app

36 Create the other agents view

37 Filter the agents display only to their users counterparts

38 Create 2 type of users: agents & organizers

39 Render the tabs that agents/organizer should only see

40 Leads queryset

41 Invite an agent

42 Password Reset

43 List leads that have not been assigned yet (only for the organizers)

44 Assigns agents to unassigned leads

45 Adding a feature to categorize via a model

46 View the list of categories

47 Configure the Category Detail View

48 Category Update view

49 Installing crispy

50 Styling a little bit more

51 Install the environment packages

52 Configure the server using Postgrespl

53 Installing whitenoise

54 Configurations for deployment

55 Configue the email SMTP for the productionn deployment

56 Add your domain

57 Final fixes

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