Add basic exporter for CORE -> Catapult Membership Workbook
this only does what i need it to for the moment...still missing equity fields
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Lance Edgar
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# -*- coding: utf-8; -*-
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################################################################################
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#
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# Rattail -- Retail Software Framework
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# Copyright © 2010-2020 Lance Edgar
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#
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# This file is part of Rattail.
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#
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# Rattail is free software: you can redistribute it and/or modify it under the
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# terms of the GNU General Public License as published by the Free Software
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# Foundation, either version 3 of the License, or (at your option) any later
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# version.
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#
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# Rattail is distributed in the hope that it will be useful, but WITHOUT ANY
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# WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
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# FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
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# details.
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#
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# You should have received a copy of the GNU General Public License along with
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# Rattail. If not, see <http://www.gnu.org/licenses/>.
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#
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################################################################################
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"""
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CORE-POS -> Catapult Membership Workbook
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"""
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import decimal
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import logging
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from sqlalchemy import orm
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from corepos.db.office_op import model as corepos
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from rattail.util import OrderedDict
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from rattail.importing.handlers import ToFileHandler
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from rattail.time import localtime
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from rattail.excel import ExcelReader
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from rattail_corepos.corepos.importing.db.corepos import FromCoreHandler, FromCore
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from rattail_onager.catapult.importing import membership as catapult_importing
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log = logging.getLogger(__name__)
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class FromCoreToCatapult(FromCoreHandler, ToFileHandler):
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"""
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Handler for CORE -> Catapult (Membership Workbook)
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"""
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host_title = "CORE-POS"
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local_title = "Catapult (Membership Workbook)"
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direction = 'export'
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def get_importers(self):
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importers = OrderedDict()
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importers['Member'] = MemberImporter
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return importers
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class MemberImporter(FromCore, catapult_importing.model.MemberImporter):
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"""
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Member data importer.
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"""
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host_model_class = corepos.CustData
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supported_fields = [
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'member_id',
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'first_name',
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'last_name',
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'address_1',
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'address_2',
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'city',
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'state',
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'zip_code',
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'phone_number',
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'email',
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'member_notes',
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'member_join_date',
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'family_affiliation',
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'account_number',
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'membership_profile_name',
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]
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def setup(self):
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super(MemberImporter, self).setup()
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self.warn_truncated_field = self.config.getbool(
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'corepos', 'exporting.catapult_membership.warn_truncated_field',
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default=True)
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self.cache_membership_profiles()
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def cache_membership_profiles(self):
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self.membership_profiles = {}
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sheet_name = self.config.get('catapult', 'membership_profiles_worksheet_name',
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default="Membership Profile details")
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reader = ExcelReader(self.workbook_template_path, sheet_name=sheet_name)
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for profile in reader.read_rows(progress=self.progress):
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if profile['Equity Paid in Full Amount']:
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profile['Equity Paid in Full Amount'] = decimal.Decimal(profile['Equity Paid in Full Amount'])
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self.membership_profiles[profile['Membership Profile Name']] = profile
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# also figure out which profile is default
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self.default_membership_profile = None
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for profile in self.membership_profiles.values():
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if profile['Please indicate Default Profile'] == 'X':
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self.default_membership_profile = profile
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break
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if not self.default_membership_profile:
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raise RuntimeError("cannot determine default membership profile")
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def query(self):
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return self.host_session.query(corepos.CustData)\
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.order_by(corepos.CustData.card_number,
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corepos.CustData.person_number,
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corepos.CustData.id)\
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.options(orm.joinedload(corepos.CustData.member_type))\
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.options(orm.joinedload(corepos.CustData.member_info)\
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.joinedload(corepos.MemberInfo.dates))\
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.options(orm.joinedload(corepos.CustData.member_info)\
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.joinedload(corepos.MemberInfo.notes))
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def normalize_host_object(self, custdata):
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if custdata.person_number == 1:
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family_affiliation = False
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elif custdata.person_number > 1:
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family_affiliation = True
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else:
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log.warning("member #%s has unexpected person_number (%s): %s",
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custdata.card_number, custdata.person_number, custdata)
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family_affiliation = False
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if custdata.member_type:
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membership_profile_name = custdata.member_type.description
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else:
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log.warning("member #%s has no member type: %s",
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custdata.card_number, custdata)
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membership_profile_name = self.default_membership_profile['Membership Profile Name']
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data = {
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'member_id': str(custdata.id),
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'first_name': custdata.first_name,
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'last_name': custdata.last_name,
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# these will be blank unless we have an associated `meminfo` record
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'phone_number': None,
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'email': None,
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'address_1': None,
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'address_2': None,
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'city': None,
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'state': None,
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'zip_code': None,
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'member_join_date': None,
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'member_notes': None,
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'family_affiliation': family_affiliation,
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'account_number': str(custdata.card_number),
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'membership_profile_name': membership_profile_name,
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}
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info = custdata.member_info
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if info:
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data['phone_number'] = info.phone
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data['email'] = info.email
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address = (info.street or '').strip()
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lines = address.split('\n')
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data['address_1'] = lines[0].strip() or None
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if len(lines) > 1:
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data['address_2'] = lines[1].strip() or None
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if len(lines) > 2:
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log.warning("member #%s has %s address lines: %s",
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custdata.card_number, len(lines), custdata)
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data['city'] = info.city
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data['state'] = info.state
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data['zip_code'] = info.zip
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if info.dates:
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if len(info.dates) > 1:
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log.warning("member #%s has multiple (%s) `memDates` records: %s",
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custdata.card_number, len(info.dates), custdata)
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dates = info.dates[0]
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if dates.start_date:
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start_date = localtime(self.config, dates.start_date).date()
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data['member_join_date'] = start_date.strftime('%Y-%m-%d')
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if info.notes:
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notes = []
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for note in reversed(info.notes): # show most recent first
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text = str(note.note or '').strip() or None
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if text:
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notes.append(text)
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if notes:
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data['member_notes'] = '\n'.join(notes)
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return data
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