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A Django app for tracking sales personnel, distributors, and retailers with Google Maps integration

Project description

Django SalesTrack

A comprehensive Django app for tracking sales personnel, distributors, and retailers with Google Maps integration and advanced filtering capabilities.

Features

  • Multi-tier Tracking: Track employees, distributors, and retailers with hierarchical relationships
  • Google Maps Integration: Interactive map visualization with custom markers and clustering
  • Advanced Filtering: Dynamic filter controls with individual marker counts
  • Performance Optimized: Bulk database queries and efficient data loading for large datasets
  • Activity Tracking: Log and visualize sales activities and visits
  • GeoJSON Support: Export tracking data in GeoJSON format
  • Responsive UI: Mobile-friendly interface with dynamic control states

Installation

1. Install the package

Basic installation:

pip install django-salestrack

With MySQL support:

pip install django-salestrack[mysql]

With REST API support:

pip install django-salestrack[api]

Full installation:

pip install django-salestrack[mysql,api]

2. Add to Django settings

Add 'salestrack' to your INSTALLED_APPS in settings.py:

INSTALLED_APPS = [
    ...
    'salestrack',
    ...
]

3. Configure URLs

Include the salestrack URLs in your main urls.py:

from django.urls import path, include

urlpatterns = [
    ...
    path('salestrack/', include('salestrack.urls')),
    ...
]

4. Database Setup

This app requires specific database models. Make sure you have models similar to:

  • SpUsers - User/Employee model
  • SpVisits - Visit tracking model
  • SpUserVisits - User visit relationships
  • SpActivityLogs - Activity logging model

Run migrations:

python manage.py migrate

Configuration

Required Settings

Add these settings to your Django settings.py:

# Google Maps API Key (required)
GOOGLE_MAPS_API_KEY = 'your-google-maps-api-key'

# Database configuration (MySQL recommended)
DATABASES = {
    'default': {
        'ENGINE': 'django.db.backends.mysql',
        'NAME': 'your_database_name',
        'USER': 'your_database_user',
        'PASSWORD': 'your_database_password',
        'HOST': 'localhost',
        'PORT': '3306',
        'OPTIONS': {
            'init_command': "SET sql_mode='STRICT_TRANS_TABLES'"
        }
    }
}

Optional Settings

# Customize marker clustering (optional)
SALESTRACK_CLUSTER_MARKERS = True
SALESTRACK_MAX_MARKERS_PER_REQUEST = 1000

# Performance settings (optional)
SALESTRACK_BATCH_SIZE = 500
SALESTRACK_CACHE_TIMEOUT = 300  # seconds

Usage

Basic Setup

  1. Access the tracking interface: Navigate to /salestrack/ in your application

  2. API Endpoints:

    • /salestrack/user-markers/ - Get marker data
    • /salestrack/tracks.geo - Get GeoJSON track data

Model Requirements

Your models should follow this structure:

# Example model structure (adapt to your needs)
class SpUsers(models.Model):
    first_name = models.CharField(max_length=100)
    last_name = models.CharField(max_length=100)
    latitude = models.DecimalField(max_digits=10, decimal_places=8)
    longitude = models.DecimalField(max_digits=11, decimal_places=8)
    user_type = models.CharField(max_length=50)
    # ... other fields

class SpVisits(models.Model):
    user = models.ForeignKey(SpUsers, on_delete=models.CASCADE)
    visit_date = models.DateField()
    latitude = models.DecimalField(max_digits=10, decimal_places=8)
    longitude = models.DecimalField(max_digits=11, decimal_places=8)
    # ... other fields

Frontend Integration

The app includes a complete Google Maps interface with:

  • Dynamic marker loading and filtering
  • Marker type toggles with individual counts
  • Performance optimizations for large datasets
  • Automatic control state management during API calls

API Reference

GET /user-markers/

Returns marker data for map visualization.

Parameters:

  • date (optional): Filter by specific date (YYYY-MM-DD format)

Response:

{
  "employees": [...],
  "distributors": [...],
  "retailers": [...],
  "activities": [...]
}

GET /tracks.geo

Returns GeoJSON formatted tracking data.

Parameters:

  • date (optional): Filter by specific date

Response:

{
  "type": "FeatureCollection",
  "features": [...]
}

Performance Considerations

  • The app is optimized for datasets with 7,000+ markers
  • Uses bulk database queries to minimize N+1 problems
  • Implements client-side batching for large marker sets
  • Includes control disable/enable during API calls

Dependencies

Core dependencies:

  • Django >= 3.2 (compatible with Django 3.2, 4.x, and 5.x)
  • requests >= 2.20.0
  • python-dateutil >= 2.7.0

Optional dependencies:

  • mysqlclient >= 2.0.0 (install with [mysql])
  • django-mysql >= 4.5.0 (install with [mysql])
  • djangorestframework >= 3.13.0 (install with [api])

Browser Support

  • Chrome 60+
  • Firefox 60+
  • Safari 12+
  • Edge 79+

License

MIT License

Contributing

  1. Fork the repository
  2. Create your feature branch (git checkout -b feature/amazing-feature)
  3. Commit your changes (git commit -m 'Add some amazing feature')
  4. Push to the branch (git push origin feature/amazing-feature)
  5. Open a Pull Request

Support

For support, please open an issue in the GitHub repository or contact the maintainers.

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