import logging
from datetime import date
from django.core.management.base import BaseCommand
from django.conf import settings
from companies.models import Company
from subscriptions.models import SaasMarketingLog
from core.email_utils import _render_email_html, _make_email
logger = logging.getLogger(__name__)
class Command(BaseCommand):
help = "Send automated onboarding marketing sequence emails to companies based on registration age"
def handle(self, *args, **options):
today = date.today()
self.stdout.write(f"[{today}] Scanning companies for onboarding email sequence...")
# Select all active companies
companies = Company.objects.filter(is_active=True).select_related('plan')
sent_count = 0
for company in companies:
if not company.created_at:
continue
# Calculate days since registration
days_active = (today - company.created_at.date()).days
if days_active == 0:
sent = self.send_email_sequence_0(company)
elif days_active == 1:
sent = self.send_email_sequence_1(company)
elif days_active == 2:
sent = self.send_email_sequence_2(company)
elif days_active == 3:
sent = self.send_email_sequence_3(company)
elif days_active == 5:
sent = self.send_email_sequence_5(company)
else:
sent = False
if sent:
sent_count += 1
self.stdout.write(self.style.SUCCESS(f"[{today}] Onboarding sequence run complete. Sent {sent_count} email(s)."))
def _get_admin_email(self, company):
admin_user = company.users.filter(role='admin').first()
recipient = None
first_name = "there"
if admin_user:
recipient = admin_user.email
first_name = admin_user.first_name or admin_user.username
if not recipient:
recipient = company.email
return recipient, first_name
def _should_send(self, company, key):
return not SaasMarketingLog.objects.filter(company=company, email_key=key).exists()
def _log_send(self, company, key, subject):
SaasMarketingLog.objects.create(
company=company,
email_key=key,
subject=subject
)
logger.info(f"📧 Onboarding email '{key}' sent to company '{company.slug}'")
# ── Day 0: Welcome Email ──
def send_email_sequence_0(self, company):
key = 'welcome_day0'
if not self._should_send(company, key):
return False
recipient, first_name = self._get_admin_email(company)
if not recipient:
return False
site_url = getattr(settings, 'SITE_URL', 'https://app.swiftpos.ng').rstrip('/')
workspace_url = f"{site_url}/{company.slug}/dashboard/"
wa_number = getattr(settings, 'WHATSAPP_NUMBER', '')
subject = f"Welcome to SwiftPOS — Let's get your store ready! ({company.name})"
body_html = f"""
Hi {first_name},
Thank you for registering {company.name} on SwiftPOS! Your workspace is ready.
In less than 5 minutes you can:
- ✓ Add your first product
- ✓ Make your first sale
- ✓ Print your first receipt
We've set up a {getattr(settings, 'TRIAL_DURATION_DAYS', 3)}-day free trial to let you explore all premium features. No card required.
{f'Need immediate support? Chat with us on WhatsApp.
' if wa_number else ''}
"""
text_body = (
f"Hi {first_name},\n\n"
f"Thank you for registering {company.name} on SwiftPOS!\n\n"
f"In less than 5 minutes you can:\n"
f"- Add your first product\n"
f"- Make your first sale\n"
f"- Print your first receipt\n\n"
f"Click here to continue setup: {workspace_url}\n\n"
f"— The SwiftPOS Team"
)
html = _render_email_html(
company_name=company.name,
title="Setup Your Store in 5 Minutes!",
subtitle="Let's build your retail store",
header_color='#4F46E5',
body_html=body_html,
)
msg = _make_email(subject, text_body, html, [recipient])
msg.send(fail_silently=True)
self._log_send(company, key, subject)
return True
# ── Day 1: Add Products Tip ──
def send_email_sequence_1(self, company):
key = 'products_day1'
if not self._should_send(company, key):
return False
recipient, first_name = self._get_admin_email(company)
if not recipient:
return False
site_url = getattr(settings, 'SITE_URL', 'https://app.swiftpos.ng').rstrip('/')
import_url = f"{site_url}/{company.slug}/inventory/products/import/"
subject = f"SwiftPOS Tip: Add Products & Categories — {company.name}"
body_html = f"""
Hi {first_name},
Step 1 to launching your store is adding your inventory catalog. Categories and products are the foundation of your POS dashboard.
|
📁 Organize with Categories: Set up categories with custom colors. These colors will appear on your Smart Grid POS panel for quick checkout.
|
|
📥 Excel Bulk Import: Got a large list? Don't add them one by one. Download our template and upload your entire catalog in seconds.
|
|
📦 Stock Alerts: Set low-stock thresholds (e.g. 5 units) so you receive automated notifications before running out.
|
"""
text_body = (
f"Hi {first_name},\n\n"
f"Step 1 is adding your inventory catalog.\n\n"
f"1. Organize with Categories: assign hex colors for POS grid buttons.\n"
f"2. Bulk Import: Upload products in seconds using our Excel template.\n"
f"3. Stock thresholds: avoid stockouts with low stock alerts.\n\n"
f"Upload products here: {import_url}\n\n"
f"— SwiftPOS Onboarding"
)
html = _render_email_html(
company_name=company.name,
title="Step 1: Setup Your Inventory",
subtitle="Add products and customize categories",
header_color='#10B981',
body_html=body_html,
)
msg = _make_email(subject, text_body, html, [recipient])
msg.send(fail_silently=True)
self._log_send(company, key, subject)
return True
# ── Day 2: Setup POS & Printers ──
def send_email_sequence_2(self, company):
key = 'pos_day2'
if not self._should_send(company, key):
return False
recipient, first_name = self._get_admin_email(company)
if not recipient:
return False
site_url = getattr(settings, 'SITE_URL', 'https://app.swiftpos.ng').rstrip('/')
settings_url = f"{site_url}/{company.slug}/settings/"
subject = f"SwiftPOS Tip: Configure Printers & Interface Modes — {company.name}"
body_html = f"""
Hi {first_name},
SwiftPOS is built to support your existing point-of-sale hardware. Today, let's configure your checkout experience.
|
🖥️ POS Interface Modes: Switch between the classic list checkout or the visual smart grid view based on your device.
|
|
🖨️ Direct Thermal Printing: Enter your local thermal printer name in Settings to enable direct printing (58mm or 80mm width options).
|
|
📝 Custom Receipts: Customize header contact details, add your business logo, and add a footer quote.
|
"""
text_body = (
f"Hi {first_name},\n\n"
f"Make SwiftPOS work with your hardware:\n\n"
f"1. Choose POS Modes: list view or visual grid view.\n"
f"2. Thermal Printing: set paper width (58mm/80mm) and auto-print.\n"
f"3. Custom Receipts: personalize headers, logos, and messages.\n\n"
f"Open settings: {settings_url}\n\n"
f"— SwiftPOS Support"
)
html = _render_email_html(
company_name=company.name,
title="Step 2: Optimize Checkout",
subtitle="Connect POS hardware and customize templates",
header_color='#3B82F6',
body_html=body_html,
)
msg = _make_email(subject, text_body, html, [recipient])
msg.send(fail_silently=True)
self._log_send(company, key, subject)
return True
# ── Day 3: Payments & Credit ──
def send_email_sequence_3(self, company):
key = 'sales_day3'
if not self._should_send(company, key):
return False
recipient, first_name = self._get_admin_email(company)
if not recipient:
return False
site_url = getattr(settings, 'SITE_URL', 'https://app.swiftpos.ng').rstrip('/')
pos_url = f"{site_url}/{company.slug}/sales/pos/"
subject = f"SwiftPOS Tip: Customer Credits & Split Checkouts — {company.name}"
body_html = f"""
Hi {first_name},
SwiftPOS handles flexible retail checkouts. Let's look at advanced transaction options:
|
🔀 Split Payments: Let customers pay split amounts across cash, bank transfer, and card simultaneously.
|
|
💳 Customer Credit Sales: Sell items on credit to loyal customers, assign their names, and automatically track customer outstanding balances.
|
|
🏷️ Custom Pricing Tiers: Assign special pricing rules or wholesale lists that auto-apply to specific customers when checked out.
|
"""
text_body = (
f"Hi {first_name},\n\n"
f"Checkout features in SwiftPOS:\n\n"
f"1. Split payments: accept split cash/transfer totals.\n"
f"2. Credit tracking: manage customers owing balances.\n"
f"3. Custom Price lists: create VIP or wholesale rates.\n\n"
f"Launch POS: {pos_url}\n\n"
f"— SwiftPOS Sales"
)
html = _render_email_html(
company_name=company.name,
title="Step 3: Master Transactions",
subtitle="Explore flexible payments and debtor tracking",
header_color='#F59E0B',
body_html=body_html,
)
msg = _make_email(subject, text_body, html, [recipient])
msg.send(fail_silently=True)
self._log_send(company, key, subject)
return True
# ── Day 5: Expenses & Renewal Offer ──
def send_email_sequence_5(self, company):
key = 'pnl_day5'
if not self._should_send(company, key):
return False
recipient, first_name = self._get_admin_email(company)
if not recipient:
return False
site_url = getattr(settings, 'SITE_URL', 'https://app.swiftpos.ng').rstrip('/')
billing_url = f"{site_url}/{company.slug}/subscription/choose-plan/"
subject = f"SwiftPOS Tip: Expense Logs & Upgrades — {company.name}"
body_html = f"""
Hi {first_name},
Your free trial has ended, or is about to. To ensure uninterrupted access and continue tracking metrics, select a paid plan.
|
📈 Operating Expenses: Record rent, utilities, and salary costs. SwiftPOS automatically deducts these to calculate net Profit & Loss.
|
|
💬 WhatsApp Integrations: Upgrade to access automated WhatsApp notifications for low stock alerts or receipt dispatches.
|
|
🎟️ Special Welcome Discount: Use code WELCOME10 at checkout to get 10% off standard plan tiers.
|
"""
text_body = (
f"Hi {first_name},\n\n"
f"Your trial is ending. Upgrade today:\n\n"
f"1. Expenses: log rent and utilities for true net profit tracking.\n"
f"2. Integrations: send WhatsApp receipt alerts.\n"
f"3. Discount code: Use WELCOME10 for 10% off your plan.\n\n"
f"Renew here: {billing_url}\n\n"
f"— The SwiftPOS Team"
)
html = _render_email_html(
company_name=company.name,
title="Step 4: Grow Your Business",
subtitle="Manage operational costs and upgrade subscription",
header_color='#8B5CF6',
body_html=body_html,
)
msg = _make_email(subject, text_body, html, [recipient])
msg.send(fail_silently=True)
self._log_send(company, key, subject)
return True