from django.contrib import admin from django.urls import reverse from django.utils.html import format_html from unfold.admin import ModelAdmin, TabularInline from unfold.decorators import display from core.admin_ui import PortalAdminMixin from core.choices import ClientStatus from core.status_palette import CLIENT_STATUS_LABELS from .models import Client, ClientContact, ClientNote, ClientPortalAccess class ClientContactInline(TabularInline): model = ClientContact extra = 0 tab = True fields = ("name", "role", "email", "phone", "is_primary", "receives_billing", "receives_technical") class ClientPortalAccessInline(TabularInline): model = ClientPortalAccess extra = 0 tab = True fields = ("user", "role", "is_active", "can_view_financial", "can_view_documents", "can_manage_tickets", "last_portal_login_at") readonly_fields = ("last_portal_login_at",) autocomplete_fields = ("user",) class ClientNoteInline(TabularInline): model = ClientNote extra = 0 fields = ("title", "body", "is_important", "created_by") readonly_fields = ("created_by",) tab = True @admin.register(Client) class ClientAdmin(PortalAdminMixin, ModelAdmin): portal_icon = "groups" portal_kicker = "GESTÃO COMERCIAL" portal_description = "Centralize contactos, serviços, pagamentos, documentos e o histórico de relacionamento de cada cliente." portal_tone = "blue" portal_stats = ( {"label": "Clientes registados", "icon": "groups", "tone": "primary", "caption": "Carteira total"}, {"label": "Clientes ativos", "icon": "verified_user", "tone": "success", "filters": {"status": ClientStatus.ACTIVE}, "caption": "Em acompanhamento", "query": {"status__exact": ClientStatus.ACTIVE}}, {"label": "Com dívida", "icon": "credit_card_off", "tone": "danger", "filters": {"status": ClientStatus.DEBT}, "caption": "Requer cobrança", "query": {"status__exact": ClientStatus.DEBT}}, {"label": "Sem email", "icon": "mark_email_unread", "tone": "warning", "filters": {"email": ""}, "caption": "Dados a completar", "query": {"email__exact": ""}}, ) portal_related_links = ( {"label": "Serviços", "icon": "inventory_2", "url_name": "admin:services_service_changelist"}, {"label": "Pedidos de suporte", "icon": "support_agent", "url_name": "admin:support_supportticket_changelist"}, ) list_display = ("identity", "show_status", "phone", "preferred_payment_method", "service_count", "updated_at") list_filter = ("status", "client_type", "preferred_payment_method", "portal_access_enabled") search_fields = ("name", "legal_name", "nif", "email", "alternative_email", "phone") readonly_fields = ("public_id", "created_at", "updated_at") inlines = (ClientContactInline, ClientPortalAccessInline, ClientNoteInline) list_filter_sheet = False list_fullwidth = True fieldsets = ( ("Identificação", {"fields": ("client_type", "name", "legal_name", "nif", "status"), "description": "Dados que identificam o cliente e o respetivo estado comercial."}), ("Contactos", {"fields": ("email", "alternative_email", "phone", "address"), "description": "Contactos principais usados em notificações, cobranças e suporte."}), ("Gestão", {"fields": ("preferred_payment_method", "portal_access_enabled", "internal_notes"), "description": "Preferências operacionais e observações visíveis apenas no backoffice."}), ("Sistema", {"fields": ("public_id", "created_at", "updated_at"), "classes": ("collapse",)}), ) @display(description="Cliente", header=True) def identity(self, obj): return obj.name, obj.email or "Sem email" @display(description="Estado", label=CLIENT_STATUS_LABELS, ordering="status") def show_status(self, obj): return obj.get_status_display() @display(description="Serviços") def service_count(self, obj): return obj.services.count() def save_formset(self, request, form, formset, change): instances = formset.save(commit=False) for instance in instances: if isinstance(instance, ClientNote) and not instance.created_by_id: instance.created_by = request.user instance.save() formset.save_m2m() @admin.register(ClientContact) class ClientContactAdmin(PortalAdminMixin, ModelAdmin): portal_icon = "contact_phone" portal_kicker = "CLIENTES" portal_description = "Contactos alternativos e responsáveis por comunicações financeiras ou técnicas." portal_tone = "cyan" portal_stats = ( {"label": "Contactos", "icon": "contact_phone", "tone": "primary", "caption": "Total registado"}, {"label": "Principais", "icon": "star", "tone": "success", "filters": {"is_primary": True}, "caption": "Contacto preferencial"}, {"label": "Financeiros", "icon": "receipt_long", "tone": "warning", "filters": {"receives_billing": True}, "caption": "Recebem cobranças"}, {"label": "Técnicos", "icon": "engineering", "tone": "violet", "filters": {"receives_technical": True}, "caption": "Recebem alertas técnicos"}, ) list_display = ("name", "client", "email", "phone", "is_primary") list_filter = ("is_primary", "receives_billing", "receives_technical") search_fields = ("name", "client__name", "email", "phone") autocomplete_fields = ("client",) list_fullwidth = True fieldsets = ( ("Contacto", {"fields": ("client", "name", "role", "email", "phone")}), ("Preferências", {"fields": ("is_primary", "receives_billing", "receives_technical")}), ) @admin.register(ClientNote) class ClientNoteAdmin(PortalAdminMixin, ModelAdmin): portal_icon = "sticky_note_2" portal_kicker = "CLIENTES" portal_description = "Notas internas para preservar contexto, decisões e informação importante sobre o relacionamento." portal_tone = "amber" portal_stats = ( {"label": "Notas", "icon": "sticky_note_2", "tone": "primary", "caption": "Histórico total"}, {"label": "Importantes", "icon": "priority_high", "tone": "danger", "filters": {"is_important": True}, "caption": "Destacadas"}, ) list_display = ("title", "client", "is_important", "created_by", "created_at") list_filter = ("is_important", "created_at") search_fields = ("title", "body", "client__name") autocomplete_fields = ("client",) readonly_fields = ("created_by", "created_at", "updated_at") list_fullwidth = True fieldsets = ( ("Nota", {"fields": ("client", "title", "body", "is_important")}), ("Autoria", {"fields": ("created_by", "created_at", "updated_at")}), ) def save_model(self, request, obj, form, change): if not obj.created_by_id: obj.created_by = request.user super().save_model(request, obj, form, change) @admin.register(ClientPortalAccess) class ClientPortalAccessAdmin(PortalAdminMixin, ModelAdmin): portal_icon = "account_circle" portal_kicker = "PORTAL DO CLIENTE" portal_description = "Associe utilizadores Django aos clientes e controle o acesso a pagamentos, documentos e tickets." portal_tone = "amber" portal_stats = ( {"label": "Acessos", "icon": "account_circle", "tone": "primary", "caption": "Utilizadores associados"}, {"label": "Ativos", "icon": "verified_user", "tone": "success", "filters": {"is_active": True}, "caption": "Podem entrar no portal"}, {"label": "Inativos", "icon": "person_off", "tone": "danger", "filters": {"is_active": False}, "caption": "Acesso bloqueado"}, ) list_display = ("user", "client", "role", "is_active", "can_view_financial", "can_manage_tickets", "last_portal_login_at", "preview_link") list_filter = ("is_active", "role", "can_view_financial", "can_view_documents", "can_manage_tickets") search_fields = ("user__username", "user__email", "user__first_name", "user__last_name", "client__name", "client__email") autocomplete_fields = ("client", "user") readonly_fields = ("invited_at", "accepted_at", "last_portal_login_at", "created_at", "updated_at") list_fullwidth = True fieldsets = ( ("Acesso", {"fields": ("client", "user", "role", "is_active")}), ("Permissões", {"fields": ("can_view_financial", "can_view_documents", "can_manage_tickets")}), ("Atividade", {"fields": ("invited_at", "accepted_at", "last_portal_login_at")}), ("Sistema", {"fields": ("created_at", "updated_at"), "classes": ("collapse",)}), ) @display(description="Teste") def preview_link(self, obj): if not obj.is_active or not obj.user.is_active or not obj.client.portal_access_enabled: return "Indisponível" return format_html( 'Pré-visualizar', reverse("client_preview_center") + f"?q={obj.user.username}", )