From 9f3cfa0d8ef50a4af2c639fbf8ffeb4a258843d3 Mon Sep 17 00:00:00 2001 From: Lance Edgar Date: Mon, 13 Jul 2020 11:04:32 -0500 Subject: [PATCH] Add basic exporter for CORE -> Catapult Membership Workbook this only does what i need it to for the moment...still missing equity fields --- .../db/exporters/catapult_membership.py | 196 ++++++++++++++++++ 1 file changed, 196 insertions(+) create mode 100644 rattail_corepos/corepos/importing/db/exporters/catapult_membership.py diff --git a/rattail_corepos/corepos/importing/db/exporters/catapult_membership.py b/rattail_corepos/corepos/importing/db/exporters/catapult_membership.py new file mode 100644 index 0000000..36c4cdb --- /dev/null +++ b/rattail_corepos/corepos/importing/db/exporters/catapult_membership.py @@ -0,0 +1,196 @@ +# -*- coding: utf-8; -*- +################################################################################ +# +# Rattail -- Retail Software Framework +# Copyright © 2010-2020 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 . +# +################################################################################ +""" +CORE-POS -> Catapult Membership Workbook +""" + +import decimal +import logging + +from sqlalchemy import orm + +from corepos.db.office_op import model as corepos + +from rattail.util import OrderedDict +from rattail.importing.handlers import ToFileHandler +from rattail.time import localtime +from rattail.excel import ExcelReader +from rattail_corepos.corepos.importing.db.corepos import FromCoreHandler, FromCore +from rattail_onager.catapult.importing import membership as catapult_importing + + +log = logging.getLogger(__name__) + + +class FromCoreToCatapult(FromCoreHandler, ToFileHandler): + """ + Handler for CORE -> Catapult (Membership Workbook) + """ + host_title = "CORE-POS" + local_title = "Catapult (Membership Workbook)" + direction = 'export' + + def get_importers(self): + importers = OrderedDict() + importers['Member'] = MemberImporter + return importers + + +class MemberImporter(FromCore, catapult_importing.model.MemberImporter): + """ + Member data importer. + """ + host_model_class = corepos.CustData + supported_fields = [ + 'member_id', + 'first_name', + 'last_name', + 'address_1', + 'address_2', + 'city', + 'state', + 'zip_code', + 'phone_number', + 'email', + 'member_notes', + 'member_join_date', + 'family_affiliation', + 'account_number', + 'membership_profile_name', + ] + + def setup(self): + super(MemberImporter, self).setup() + + self.warn_truncated_field = self.config.getbool( + 'corepos', 'exporting.catapult_membership.warn_truncated_field', + default=True) + + self.cache_membership_profiles() + + def cache_membership_profiles(self): + self.membership_profiles = {} + sheet_name = self.config.get('catapult', 'membership_profiles_worksheet_name', + default="Membership Profile details") + reader = ExcelReader(self.workbook_template_path, sheet_name=sheet_name) + for profile in reader.read_rows(progress=self.progress): + if profile['Equity Paid in Full Amount']: + profile['Equity Paid in Full Amount'] = decimal.Decimal(profile['Equity Paid in Full Amount']) + self.membership_profiles[profile['Membership Profile Name']] = profile + + # also figure out which profile is default + self.default_membership_profile = None + for profile in self.membership_profiles.values(): + if profile['Please indicate Default Profile'] == 'X': + self.default_membership_profile = profile + break + if not self.default_membership_profile: + raise RuntimeError("cannot determine default membership profile") + + def query(self): + return self.host_session.query(corepos.CustData)\ + .order_by(corepos.CustData.card_number, + corepos.CustData.person_number, + corepos.CustData.id)\ + .options(orm.joinedload(corepos.CustData.member_type))\ + .options(orm.joinedload(corepos.CustData.member_info)\ + .joinedload(corepos.MemberInfo.dates))\ + .options(orm.joinedload(corepos.CustData.member_info)\ + .joinedload(corepos.MemberInfo.notes)) + + def normalize_host_object(self, custdata): + + if custdata.person_number == 1: + family_affiliation = False + elif custdata.person_number > 1: + family_affiliation = True + else: + log.warning("member #%s has unexpected person_number (%s): %s", + custdata.card_number, custdata.person_number, custdata) + family_affiliation = False + + if custdata.member_type: + membership_profile_name = custdata.member_type.description + else: + log.warning("member #%s has no member type: %s", + custdata.card_number, custdata) + membership_profile_name = self.default_membership_profile['Membership Profile Name'] + + data = { + 'member_id': str(custdata.id), + 'first_name': custdata.first_name, + 'last_name': custdata.last_name, + + # these will be blank unless we have an associated `meminfo` record + 'phone_number': None, + 'email': None, + 'address_1': None, + 'address_2': None, + 'city': None, + 'state': None, + 'zip_code': None, + 'member_join_date': None, + 'member_notes': None, + + 'family_affiliation': family_affiliation, + 'account_number': str(custdata.card_number), + 'membership_profile_name': membership_profile_name, + } + + info = custdata.member_info + if info: + data['phone_number'] = info.phone + data['email'] = info.email + + address = (info.street or '').strip() + lines = address.split('\n') + data['address_1'] = lines[0].strip() or None + if len(lines) > 1: + data['address_2'] = lines[1].strip() or None + if len(lines) > 2: + log.warning("member #%s has %s address lines: %s", + custdata.card_number, len(lines), custdata) + + data['city'] = info.city + data['state'] = info.state + data['zip_code'] = info.zip + + if info.dates: + if len(info.dates) > 1: + log.warning("member #%s has multiple (%s) `memDates` records: %s", + custdata.card_number, len(info.dates), custdata) + dates = info.dates[0] + if dates.start_date: + start_date = localtime(self.config, dates.start_date).date() + data['member_join_date'] = start_date.strftime('%Y-%m-%d') + + if info.notes: + notes = [] + for note in reversed(info.notes): # show most recent first + text = str(note.note or '').strip() or None + if text: + notes.append(text) + if notes: + data['member_notes'] = '\n'.join(notes) + + return data