Add batch to update CORE member records directly via SQL

This commit is contained in:
Lance Edgar 2021-11-04 21:21:10 -05:00
parent 7522dd14cb
commit 5f1d6d76ed
5 changed files with 439 additions and 0 deletions

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@ -0,0 +1,248 @@
# -*- coding: utf-8; -*-
################################################################################
#
# Rattail -- Retail Software Framework
# Copyright © 2010-2021 Lance Edgar
#
# This file is part of Rattail.
#
# Rattail is free software: you can redistribute it and/or modify it under the
# terms of the GNU General Public License as published by the Free Software
# Foundation, either version 3 of the License, or (at your option) any later
# version.
#
# Rattail is distributed in the hope that it will be useful, but WITHOUT ANY
# WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
# FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
# details.
#
# You should have received a copy of the GNU General Public License along with
# Rattail. If not, see <http://www.gnu.org/licenses/>.
#
################################################################################
"""
Handler for CORE member batches
"""
import csv
import logging
from corepos.db.office_op import Session as CoreSession, model as corepos
from rattail.batch import BatchHandler
from rattail.db.util import maxlen
from rattail_corepos.db.model import CoreMemberBatch, CoreMemberBatchRow
log = logging.getLogger(__name__)
class CoreMemberBatchHandler(BatchHandler):
"""
Handler for CORE member batches.
"""
batch_model_class = CoreMemberBatch
importing_fields = [
'first_name',
'last_name',
'street',
'city',
'state',
'zipcode',
'phone',
'email1',
]
def should_populate(self, batch):
if batch.input_file:
return True
return False
def setup(self, batch, progress=None):
self.core_session = CoreSession()
setup_populate = setup
setup_refresh = setup
def teardown(self, batch, progress=None):
self.core_session.close()
del self.core_session
teardown_populate = teardown
teardown_refresh = teardown
def populate(self, batch, progress=None):
if batch.input_file:
return self.populate_from_file(batch, progress=progress)
raise NotImplementedError("do not know how to populate this batch")
def populate_from_file(self, batch, progress=None):
"""
Populate member batch from input data file.
"""
# TODO: should detect what type of input file we have, but for
# now we only support one kind..
return self.populate_from_contact_file(batch, progress=progress)
def populate_from_contact_file(self, batch, progress=None):
"""
Populate member batch from "contact" CSV input data file.
"""
input_path = batch.filepath(self.config, batch.input_file)
input_file = open(input_path, 'rt')
reader = csv.DictReader(input_file)
data = list(reader)
input_file.close()
batch.set_param('fields', self.importing_fields)
maxlens = {}
for field in self.importing_fields:
maxlens[field] = maxlen(getattr(CoreMemberBatchRow, field))
def append(csvrow, i):
row = self.make_row()
row.card_number = int(csvrow['external_id'])
row.first_name = csvrow['first_name']
row.last_name = csvrow['last_name']
row.street = csvrow['primary_address1']
row.city = csvrow['primary_city']
row.state = csvrow['primary_state']
row.zipcode = csvrow['primary_zip']
row.phone = csvrow['phone_number']
# TODO: this seems useful, but maybe in another step?
# row.phone = self.app.format_phone_number(csvrow['phone_number'])
row.email1 = csvrow['email']
for field in self.importing_fields:
if len(getattr(row, field)) > maxlens[field]:
log.warning("%s field is %s and will be truncated to %s "
"for row #%s in CSV data: %s",
field,
len(getattr(row, field)),
maxlens[field],
i + 1,
csvrow)
value = getattr(row, field)
setattr(row, field, value[:maxlens[field]])
self.add_row(batch, row)
self.progress_loop(append, data, progress,
message="Adding initial rows to batch")
def refresh_row(self, row):
# clear these first in case they are set
row.first_name_old = None
row.last_name_old = None
row.street_old = None
row.city_old = None
row.state_old = None
row.zipcode_old = None
row.phone_old = None
row.email1_old = None
row.email2_old = None
row.member_type_id_old = None
row.status_text = None
if not row.card_number:
row.status_code = row.STATUS_MEMBER_NOT_FOUND
row.status_text = "row has no card number"
return
core_member = self.core_session.query(corepos.MemberInfo).get(row.card_number)
if not core_member:
row.status_code = row.STATUS_MEMBER_NOT_FOUND
row.status_text = "matching record not found in CORE"
return
core_customer = core_member.customers[0] if core_member.customers else None
row.street_old = core_member.street
row.city_old = core_member.city
row.state_old = core_member.state
row.zipcode_old = core_member.zip
row.phone_old = core_member.phone
row.email1_old = core_member.email
row.email2_old = core_member.email2
if core_customer:
row.first_name_old = core_customer.first_name
row.last_name_old = core_customer.last_name
row.member_type_id_old = core_customer.member_type_id
diffs = []
for field in self.importing_fields:
if getattr(row, field) != getattr(row, '{}_old'.format(field)):
diffs.append(field)
if diffs:
row.status_code = row.STATUS_FIELDS_CHANGED
row.status_text = ', '.join(diffs)
else:
row.status_code = row.STATUS_NO_CHANGE
def describe_execution(self, batch, **kwargs):
return ("CORE will be updated, by writing SQL directly to its DB, "
"for each row indicating a change. Note that this will "
"affect one or both of the following tables:\n\n"
"- `custdata`\n"
"- `meminfo`")
def execute(self, batch, progress=None, **kwargs):
"""
Update the CORE DB with changes from the batch.
"""
# we only want to process "update member" (changed) rows
rows = [row for row in batch.active_rows()
if row.status_code in (row.STATUS_FIELDS_CHANGED,)]
if not rows:
return True
self.update_corepos(batch, rows, progress=progress)
return True
def update_corepos(self, batch, rows, progress=None):
"""
For each of the given batch rows, this will update the CORE DB
directly via SQL, for the fields which are specified in the
batch params.
"""
core_session = CoreSession()
fields = batch.get_param('fields')
def update(row, i):
core_member = core_session.query(corepos.MemberInfo).get(row.card_number)
if not core_member:
log.warning("CORE member not found for row %s with card number: %s",
row.uuid, row.card_number)
return
if 'street' in fields:
core_member.street = row.street
if 'city' in fields:
core_member.city = row.city
if 'state' in fields:
core_member.state = row.state
if 'zipcode' in fields:
core_member.zip = row.zipcode
if 'phone' in fields:
core_member.phone = row.phone
if 'email1' in fields:
core_member.email = row.email1
core_customer = core_member.customers[0] if core_member.customers else None
if core_customer:
if 'first_name' in fields:
core_customer.first_name = row.first_name
if 'last_name' in fields:
core_customer.last_name = row.last_name
self.progress_loop(update, rows, progress,
message="Updating members in CORE-POS")
core_session.commit()
core_session.close()

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@ -0,0 +1,91 @@
# -*- coding: utf-8; -*-
"""add corepos_member batch
Revision ID: 50961b4b854a
Revises: 7fea5aebddfb
Create Date: 2021-11-04 18:36:23.494783
"""
from __future__ import unicode_literals
# revision identifiers, used by Alembic.
revision = '50961b4b854a'
down_revision = '7fea5aebddfb'
branch_labels = None
depends_on = None
from alembic import op
import sqlalchemy as sa
import rattail.db.types
def upgrade():
# batch_corepos_member
op.create_table('batch_corepos_member',
sa.Column('uuid', sa.String(length=32), nullable=False),
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('description', sa.String(length=255), nullable=True),
sa.Column('created', sa.DateTime(), nullable=False),
sa.Column('created_by_uuid', sa.String(length=32), nullable=False),
sa.Column('cognized', sa.DateTime(), nullable=True),
sa.Column('cognized_by_uuid', sa.String(length=32), nullable=True),
sa.Column('rowcount', sa.Integer(), nullable=True),
sa.Column('complete', sa.Boolean(), nullable=False),
sa.Column('executed', sa.DateTime(), nullable=True),
sa.Column('executed_by_uuid', sa.String(length=32), nullable=True),
sa.Column('purge', sa.Date(), nullable=True),
sa.Column('notes', sa.Text(), nullable=True),
sa.Column('params', rattail.db.types.JSONTextDict(), nullable=True),
sa.Column('extra_data', sa.Text(), nullable=True),
sa.Column('status_code', sa.Integer(), nullable=True),
sa.Column('status_text', sa.String(length=255), nullable=True),
sa.Column('input_file', sa.String(length=255), nullable=True),
sa.ForeignKeyConstraint(['cognized_by_uuid'], ['user.uuid'], name='batch_corepos_member_fk_cognized_by'),
sa.ForeignKeyConstraint(['created_by_uuid'], ['user.uuid'], name='batch_corepos_member_fk_created_by'),
sa.ForeignKeyConstraint(['executed_by_uuid'], ['user.uuid'], name='batch_corepos_member_fk_executed_by'),
sa.PrimaryKeyConstraint('uuid')
)
# batch_corepos_member_row
op.create_table('batch_corepos_member_row',
sa.Column('uuid', sa.String(length=32), nullable=False),
sa.Column('batch_uuid', sa.String(length=32), nullable=False),
sa.Column('sequence', sa.Integer(), nullable=False),
sa.Column('status_code', sa.Integer(), nullable=True),
sa.Column('status_text', sa.String(length=255), nullable=True),
sa.Column('modified', sa.DateTime(), nullable=True),
sa.Column('removed', sa.Boolean(), nullable=False),
sa.Column('card_number', sa.Integer(), nullable=True),
sa.Column('first_name', sa.String(length=30), nullable=True),
sa.Column('first_name_old', sa.String(length=30), nullable=True),
sa.Column('last_name', sa.String(length=30), nullable=True),
sa.Column('last_name_old', sa.String(length=30), nullable=True),
sa.Column('street', sa.String(length=255), nullable=True),
sa.Column('street_old', sa.String(length=255), nullable=True),
sa.Column('city', sa.String(length=20), nullable=True),
sa.Column('city_old', sa.String(length=20), nullable=True),
sa.Column('state', sa.String(length=2), nullable=True),
sa.Column('state_old', sa.String(length=2), nullable=True),
sa.Column('zipcode', sa.String(length=10), nullable=True),
sa.Column('zipcode_old', sa.String(length=10), nullable=True),
sa.Column('phone', sa.String(length=30), nullable=True),
sa.Column('phone_old', sa.String(length=30), nullable=True),
sa.Column('email1', sa.String(length=50), nullable=True),
sa.Column('email1_old', sa.String(length=50), nullable=True),
sa.Column('email2', sa.String(length=50), nullable=True),
sa.Column('email2_old', sa.String(length=50), nullable=True),
sa.Column('member_type_id', sa.SmallInteger(), nullable=True),
sa.Column('member_type_id_old', sa.SmallInteger(), nullable=True),
sa.ForeignKeyConstraint(['batch_uuid'], ['batch_corepos_member.uuid'], name='batch_corepos_member_row_fk_batch_uuid'),
sa.PrimaryKeyConstraint('uuid')
)
def downgrade():
# batch_corepos_member*
op.drop_table('batch_corepos_member_row')
op.drop_table('batch_corepos_member')

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@ -28,3 +28,5 @@ from .stores import CoreStore
from .people import CorePerson, CoreCustomer, CoreMember
from .products import (CoreDepartment, CoreSubdepartment,
CoreVendor, CoreProduct, CoreProductCost)
from .batch.coremember import CoreMemberBatch, CoreMemberBatchRow

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# -*- coding: utf-8; -*-
################################################################################
#
# Rattail -- Retail Software Framework
# Copyright © 2010-2021 Lance Edgar
#
# This file is part of Rattail.
#
# Rattail is free software: you can redistribute it and/or modify it under the
# terms of the GNU General Public License as published by the Free Software
# Foundation, either version 3 of the License, or (at your option) any later
# version.
#
# Rattail is distributed in the hope that it will be useful, but WITHOUT ANY
# WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
# FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
# details.
#
# You should have received a copy of the GNU General Public License along with
# Rattail. If not, see <http://www.gnu.org/licenses/>.
#
################################################################################
"""
Schema for CORE member update batch
"""
import sqlalchemy as sa
from rattail.db import model
from rattail.db.core import filename_column
class CoreMemberBatch(model.BatchMixin, model.Base):
"""
Hopefully generic batch for adding / updating member data in CORE.
"""
batch_key = 'corepos_member'
__tablename__ = 'batch_corepos_member'
__batchrow_class__ = 'CoreMemberBatchRow'
model_title = "CORE Member Batch"
model_title_plural = "CORE Member Batches"
STATUS_OK = 1
STATUS_CANNOT_PARSE_FILE = 2
STATUS = {
STATUS_OK : "ok",
STATUS_CANNOT_PARSE_FILE : "cannot parse file",
}
input_file = filename_column(nullable=True, doc="""
Base name of the input data file.
""")
class CoreMemberBatchRow(model.BatchRowMixin, model.Base):
"""
Row of data within a CORE member batch.
"""
__tablename__ = 'batch_corepos_member_row'
__batch_class__ = CoreMemberBatch
STATUS_NO_CHANGE = 1
STATUS_MEMBER_NOT_FOUND = 2
STATUS_FIELDS_CHANGED = 3
STATUS = {
STATUS_NO_CHANGE : "no change",
STATUS_MEMBER_NOT_FOUND : "member not found",
STATUS_FIELDS_CHANGED : "update member",
}
card_number = sa.Column(sa.Integer(), nullable=True)
first_name = sa.Column(sa.String(length=30), nullable=True)
first_name_old = sa.Column(sa.String(length=30), nullable=True)
last_name = sa.Column(sa.String(length=30), nullable=True)
last_name_old = sa.Column(sa.String(length=30), nullable=True)
street = sa.Column(sa.String(length=255), nullable=True)
street_old = sa.Column(sa.String(length=255), nullable=True)
city = sa.Column(sa.String(length=20), nullable=True)
city_old = sa.Column(sa.String(length=20), nullable=True)
state = sa.Column(sa.String(length=2), nullable=True)
state_old = sa.Column(sa.String(length=2), nullable=True)
zipcode = sa.Column(sa.String(length=10), nullable=True)
zipcode_old = sa.Column(sa.String(length=10), nullable=True)
phone = sa.Column(sa.String(length=30), nullable=True)
phone_old = sa.Column(sa.String(length=30), nullable=True)
email1 = sa.Column(sa.String(length=50), nullable=True)
email1_old = sa.Column(sa.String(length=50), nullable=True)
email2 = sa.Column(sa.String(length=50), nullable=True)
email2_old = sa.Column(sa.String(length=50), nullable=True)
member_type_id = sa.Column(sa.SmallInteger(), nullable=True)
member_type_id_old = sa.Column(sa.SmallInteger(), nullable=True)