notes1.txt

1 Create & activate the virstual enviroment (VSCODE)
--------------------------------------------

python -m venv enviroment
env/Scripts/activate  OR 
source env/Scripts/activate (linux or MING)

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
-------------------
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>settings.py
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
-----------------------------
leads > models.py

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


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)


10.1 Install SQLite


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):
	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
-------------------
python manage.py shell
from leads.models import Lead
Lead.objects.all()
<QuerySet []>

- Creating a superuser
python manage.py createsuperuser
user: jose
email: jose@email.com
password: 

python manage.py shell
	
from django.contrib.auth import get_user_model
User = get_user_model()
User.objects.all()
	<QuerySet [<User: jose>]>

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

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

14 Configure the Agent to show up the email 
----------------------------
class Agent(models.Model):
	user = models.OneToOnefield(User, on_delete=models.CASCADE)
	
	def __str__(self):
		return self.user.email
		
python manage.py shell
from leads.models import Agent
Agent.objects.all()
	<Queryset [<Agent: jose@mail.com>]>

from leads.models import Lead
jose_agent = Agent.objects.get(user__email="jose@mail.com")
jose_agent
	<Agent: jose@mail.com>
Lead.objects.create(first_name="Joe", last_name="Soap", age=35, agent=jose_agent)
	<Lead: LEAD OBJECT (1)>
exit()

- Configure Lead
	def __str__(self):
		return f"{self.first_name} {self.last_name}"
		
python manage.py shell
from lead.models import Lead
Lead.objects.all()
	<QuerySet [<Lead: Joe Soap>]>

15(15) Forms and create view
----------------------------
Run the server and go to
127.0.0.1/admin

Login with the superuser
Username: jose
Password: 1

- 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 127.0.0.1/admin
Leads
Agents	+Add Change
Leads	+Add Change
Users	+Add Change

- The output of Agents can be configured
leads/models.py
def __str__(self):
		return self.user.username
		
The User/Agens/Leads can be created/modified/deleted in the
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.view 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 template folder in crm
- 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 leads.view import home_page
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 leads.view import home_page
from django.urls iport path, include

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

Test: navigate to 127.0.0.1:8000/leads/all
OR 127.0.0.1:8000/leads/