"Add New Opportunity" Button on Project Page

[maxpearl]

Feature Name: "Add Opportunity Button"

Basic Workflow:

• Application Submitted
• Project Created
• If no opportunity has yet been created (there is no sf_opportunity_id):
  • Button on project page: "Create new opportunity"
  • List of Record Types displayed, user chooses
  • Page with fields for new Oppty is displayed
  • When submitted, new oppty in SF is created
  • That returns sf_opportunity_id, which is stored in hypha project model
• If sf_opportunity_id exists when project is displayed, button with "See opportunity" with link to salesforce is displayed.

Requires: Project, Opportunity and RecordType models

Project Model

• Revision: Add field sf_opportunity_id: sf_opportunity_id = models.CharField(max_length=20, null=True, blank=True)

RecordType and Opportunity Models

(See specific model definitions at bottom of Notion document relating to the specific Reset project)

Page:

• Path: /apply/projects/
• Location: Under "Actions to Take"

Condition:

• If SALESFORCE_INTEGRATION: if no sf_opportunity_id in project, show "add opportunity button", otherwise, show button that says "Show opportunity in Salesforce" linking to the Salesforce Record.
• Link is generated from HOST database variable, plus: 'lightning/r/Opportunity/sf_opportunity_id/view': url =DATABASES['salesforce']['HOST'] + '/r/Opportunity/' + sf_opportunity_id + '/view'

Actions:

• Add opportunity button leads to a pop-up form, giving user a choice of record types

# Function
from .models import Project, Opportunity, RecordType

def get_record_types(sobject):
    record_types = RecordType.objects.filter(sobject_type=sobject)
    return record_types

## View
def rt_choice(request):
    sobject = 'Opportunity'
    project_id = request.GET.get('project_id')
    record_types = get_record_types(sobject)
    context = {
        'project_id': project_id,
        'record_types': record_types
    }
    return render(request, 'projects/rt_choice.html', context)

• Action after form submission is a form which displays fields from the Opportunity model.

  
  from django.forms import ModelForm
  from django import forms
  from .models import Opportunity

class OpportunityForm(ModelForm): class Meta: model = Opportunity fields = ['name', 'description', 'stage_name', 'org_name', 'amount', 'op_type', 'close_date'] widgets = { 'project_id': forms.HiddenInput(), 'record_type': forms.HiddenInput() }

- Action after submission of that form is the opportunity is added to Salesforce

View

def new_oppty(request): if request.method == 'POST': form = OpportunityForm(request.POST) oppty = form.save() print(f"Oppty: {oppty.id}") project = get_object_or_404(Project, pk=request.POST.get('project_id')) context = { 'project': project, 'message': "Opportunity Saved!", 'oppty': oppty } return render(request, 'projects/detail.html', context) else: context = { 'form': OpportunityForm, 'project_id': request.GET.get('project_id'), 'record_type': request.GET.get('rt_id') } return render(request, 'opportunity/new_oppty.html', context)