Add customer, member importers from CORE DB

API is just not cutting it, need more flexibility

rattail_corepos/db/alembic/versions/15bf65f68c52_add_core_member_corepos_card_number.py

@@ -0,0 +1,38 @@
+# -*- coding: utf-8; -*-
+"""add core_member.corepos_card_number
+
+Revision ID: 15bf65f68c52
+Revises: 673ff7088d35
+Create Date: 2023-10-12 07:39:34.608105
+
+"""
+
+# revision identifiers, used by Alembic.
+revision = '15bf65f68c52'
+down_revision = '673ff7088d35'
+branch_labels = None
+depends_on = None
+
+from alembic import op
+import sqlalchemy as sa
+import rattail.db.types
+
+
+
+def upgrade():
+
+    # corepos_member
+    op.alter_column('corepos_member', 'corepos_account_id',
+               existing_type=sa.INTEGER(),
+               nullable=True)
+    op.add_column('corepos_member', sa.Column('corepos_card_number', sa.Integer(), nullable=True))
+    op.add_column('corepos_member_version', sa.Column('corepos_card_number', sa.Integer(), autoincrement=False, nullable=True))
+
+def downgrade():
+
+    # corepos_member
+    op.drop_column('corepos_member_version', 'corepos_card_number')
+    op.drop_column('corepos_member', 'corepos_card_number')
+    op.alter_column('corepos_member', 'corepos_account_id',
+               existing_type=sa.INTEGER(),
+               nullable=False)

rattail_corepos/db/model/people.py

@@ -205,14 +205,20 @@ class CoreMember(model.Base):
             Reference to the CORE-POS extension record for this member.
             """))
 
-    corepos_account_id = sa.Column(sa.Integer(), nullable=False, doc="""
+    corepos_account_id = sa.Column(sa.Integer(), nullable=True, doc="""
     ``Customers.customerAccountID`` value for this member, within CORE-POS.
     """)
 
+    corepos_card_number = sa.Column(sa.Integer(), nullable=True, doc="""
+    ``meminfo.card_no`` / ``CustomerAccounts.cardNo`` value for this
+    member, within CORE-POS.
+    """)
+
     def __str__(self):
         return str(self.member)
 
 CoreMember.make_proxy(model.Member, '_corepos', 'corepos_account_id')
+CoreMember.make_proxy(model.Member, '_corepos', 'corepos_card_number')
 
 
 class CoreMemberEquityPayment(model.Base):

rattail_corepos/importing/corepos/api.py

@@ -144,6 +144,8 @@ class CustomerImporter(FromCOREPOSAPI, corepos_importing.model.CustomerImporter)
         'corepos_account_id',
         'number',
         'name',
+        # 'account_holder_first_name',
+        # 'account_holder_last_name',
         'address_street',
         'address_street2',
         'address_city',
@@ -182,6 +184,8 @@ class CustomerImporter(FromCOREPOSAPI, corepos_importing.model.CustomerImporter)
             'name': normalize_full_name(customer['firstName'],
                                         customer['lastName']),
 
+            # 'account_holder_first_name': customer['firstName'],
+            # 'account_holder_last_name': customer['lastName'],
             'address_street': member['addressFirstLine'] or None,
             'address_street2': member['addressSecondLine'] or None,
             'address_city': member['city'] or None,
@@ -783,10 +787,13 @@ class MemberImporter(FromCOREPOSAPI, corepos_importing.model.MemberImporter):
     """
     Importer for member data from CORE POS API.
     """
+    # TODO use this key instead
+    #key = 'corepos_card_number'
     key = 'number'
     supported_fields = [
         'number',
         'corepos_account_id',
+        'corepos_card_number',
         'customer_uuid',
         'person_first_name',
         'person_last_name',
@@ -857,6 +864,8 @@ class MemberImporter(FromCOREPOSAPI, corepos_importing.model.MemberImporter):
             joined = datetime.datetime.strptime(member['startDate'],
                                                 '%Y-%m-%d %H:%M:%S')
             joined = joined.date()
+            if joined == datetime.date(1900, 1, 1):
+                joined = None
 
         withdrew = None
         if (member['endDate']
@@ -865,19 +874,20 @@ class MemberImporter(FromCOREPOSAPI, corepos_importing.model.MemberImporter):
             withdrew = datetime.datetime.strptime(member['endDate'],
                                                   '%Y-%m-%d %H:%M:%S')
             withdrew = withdrew.date()
+            if withdrew == datetime.date(1900, 1, 1):
+                withdrew = None
 
-        typeno = int(member['customerTypeID']) or None
+        typeno = int(member['customerTypeID'])
-        if typeno:
+        memtype = self.get_membership_type_by_number(typeno)
-            memtype = self.get_membership_type_by_number(typeno)
+        if not memtype:
-            if not memtype:
+            log.warning("unknown customerTypeID (membership_type_number) %s for: %s",
-                logger = log.warning if self.get_warn_for_unknown_membership_type() else log.debug
+                        member['customerTypeID'], member)
-                logger("unknown customerTypeID (membership_type_number) %s for: %s",
+            typeno = None
-                       member['customerTypeID'], member)
-                typeno = None
 
         data = {
             'number': card_number,
             'corepos_account_id': int(member['customerAccountID']),
+            'corepos_card_number': card_number,
             'customer_uuid': customer.uuid if customer else None,
             'person_first_name': None,
             'person_last_name': None,

rattail_corepos/importing/corepos/db.py

@@ -24,10 +24,12 @@
 CORE POS (DB) -> Rattail data importing
 """
 
+import datetime
 import decimal
 import logging
 from collections import OrderedDict
 
+import sqlalchemy as sa
 from sqlalchemy import orm
 
 from corepos.db.office_op import model as corepos, Session as CoreSession
@@ -67,6 +69,8 @@ class FromCOREPOSToRattail(importing.FromSQLAlchemyHandler, importing.ToRattailH
     def get_importers(self):
         importers = OrderedDict()
         importers['Employee'] = EmployeeImporter
+        importers['Customer'] = CustomerImporter
+        importers['Member'] = MemberImporter
         importers['Tax'] = TaxImporter
         importers['Tender'] = TenderImporter
         importers['Vendor'] = VendorImporter
@@ -90,6 +94,25 @@ class FromCOREPOS(importing.FromSQLAlchemy):
     Base class for all CORE POS data importers.
     """
 
+    def setup(self):
+        super().setup()
+        self.ignore_new_members = self.should_ignore_new_members()
+
+    def should_ignore_new_members(self):
+        if hasattr(self, 'ignore_new_members'):
+            return self.ignore_new_members
+
+        return self.config.getbool('rattail_corepos',
+                                   'importing_ignore_new_members',
+                                   default=False)
+
+    def is_new_member(self, member):
+        if member.customers:
+            customer = member.customers[0]
+            if customer.last_name == 'NEW MEMBER'and not customer.first_name:
+                return True
+        return False
+
 
 class EmployeeImporter(FromCOREPOS, corepos_importing.model.EmployeeImporter):
     """
@@ -115,6 +138,195 @@ class EmployeeImporter(FromCOREPOS, corepos_importing.model.EmployeeImporter):
         }
 
 
+class CustomerImporter(FromCOREPOS, corepos_importing.model.CustomerImporter):
+    """
+    Importer for customer data from CORE POS.
+    """
+    host_model_class = corepos.MemberInfo
+    key = 'corepos_card_number'
+    supported_fields = [
+        'corepos_card_number',
+        'number',
+        'name',
+        'account_holder_uuid',
+        'account_holder_first_name',
+        'account_holder_last_name',
+        'email_address',
+        'phone_number',
+        'address_street',
+        'address_street2',
+        'address_city',
+        'address_state',
+        'address_zipcode',
+    ]
+
+    def setup(self):
+        super().setup()
+        model = self.model
+
+        query = self.session.query(model.Person)\
+                            .outerjoin(model.Customer,
+                                       model.Customer.account_holder_uuid == model.Person.uuid)\
+                            .outerjoin(model.CoreCustomer)\
+                            .outerjoin(model.Member,
+                                       model.Member.person_uuid == model.Person.uuid)\
+                            .outerjoin(model.CoreMember)\
+                            .filter(sa.or_(
+                                model.CoreCustomer.corepos_card_number != None,
+                                model.CoreMember.corepos_card_number != None))\
+                            .options(orm.joinedload(model.Person.customer_accounts)\
+                                     .joinedload(model.Customer._corepos))
+        def card_number(person, normal):
+            customer = self.app.get_customer(person)
+            if customer and customer.corepos_card_number:
+                return customer.corepos_card_number
+            member = self.app.get_member(person)
+            if member and member.corepos_card_number:
+                return member.corepos_card_number
+        self.people_by_card_number = self.cache_model(model.Person, query=query,
+                                                      key=card_number)
+
+    def get_person(self, member):
+
+        if hasattr(self, 'people_by_card_number'):
+            return self.people_by_card_number.get(member.card_number)
+
+        model = self.model
+
+        try:
+            return self.session.query(model.Person)\
+                               .join(model.Customer,
+                                     model.Customer.account_holder_uuid == model.Person.uuid)\
+                               .join(model.CoreCustomer)\
+                               .filter(model.CoreCustomer.corepos_card_number == member.card_number)\
+                               .one()
+        except orm.exc.NoResultFound:
+            pass
+
+        try:
+            return self.session.query(model.Person)\
+                               .join(model.Member,
+                                     model.Member.person_uuid == model.Person.uuid)\
+                               .join(model.CoreMember)\
+                               .filter(model.CoreMember.corepos_card_number == member.card_number)\
+                               .one()
+        except orm.exc.NoResultFound:
+            pass
+
+    def normalize_host_object(self, member):
+        card_number = member.card_number
+
+        # maybe ignore NEW MEMBER accounts
+        if self.should_ignore_new_members():
+            if self.is_new_member(member):
+                return
+
+        contact = member
+        if member.customers:
+            contact = member.customers[0]
+
+        person = self.get_person(member)
+
+        street = (member.street or '').split('\n')
+
+        return {
+            'corepos_card_number': card_number,
+            'number': card_number,
+            'name': normalize_full_name(contact.first_name, contact.last_name),
+            'account_holder_uuid': person.uuid if person else None,
+            'account_holder_first_name': contact.first_name,
+            'account_holder_last_name': contact.last_name,
+            'email_address': (member.email or '').strip() or None,
+            'phone_number': self.app.format_phone_number((member.phone or '').strip() or None),
+            'address_street': street[0] or None,
+            'address_street2': (street[1] or None) if len(street) > 1 else None,
+            'address_city': member.city or None,
+            'address_state': member.state or None,
+            'address_zipcode': member.zip or None,
+        }
+
+
+class MemberImporter(FromCOREPOS, corepos_importing.model.MemberImporter):
+    """
+    Importer for member data from CORE POS.
+    """
+    host_model_class = corepos.MemberInfo
+    # TODO use this key instead
+    #key = 'corepos_card_number'
+    key = 'number'
+    supported_fields = [
+        'number',
+        'corepos_card_number',
+        'customer_uuid',
+        'person_first_name',
+        'person_last_name',
+        'membership_type_number',
+        'joined',
+        'withdrew',
+        'active',
+    ]
+
+    def setup(self):
+        super().setup()
+        model = self.model
+
+        self.customers_by_number = self.app.cache_model(self.session,
+                                                        model.Customer,
+                                                        key='number')
+
+    def get_customer_by_number(self, number):
+        if hasattr(self, 'customers_by_number'):
+            return self.customers_by_number.get(number)
+
+        model = self.model
+        try:
+            return self.session.query(model.Customer)\
+                               .filter(model.Customer.number == number)\
+                               .one()
+        except orm.exc.NoResultFound:
+            pass
+
+    def normalize_host_object(self, core_member):
+
+        # maybe ignore NEW MEMBER accounts
+        if self.should_ignore_new_members():
+            if self.is_new_member(core_member):
+                return
+
+        core_customer = core_member.customers[0] if core_member.customers else None
+        core_contact = core_customer or core_member
+
+        card_number = core_member.card_number
+        customer = self.get_customer_by_number(card_number)
+
+        typeno = None
+        if core_customer and core_customer.member_type:
+            typeno = core_customer.member_type.id
+
+        joined = None
+        withdrew = None
+        if core_member.dates:
+            dates = core_member.dates
+            joined = dates.start_date.date() if dates.start_date else None
+            withdrew = dates.end_date.date() if dates.end_date else None
+            if joined and joined == datetime.date(1900, 1, 1):
+                joined = None
+            if withdrew and withdrew == datetime.date(1900, 1, 1):
+                withdrew = None
+
+        return {
+            'number': card_number,
+            'corepos_card_number': card_number,
+            'customer_uuid': customer.uuid if customer else None,
+            'person_first_name': core_contact.first_name,
+            'person_last_name': core_contact.last_name,
+            'membership_type_number': typeno,
+            'joined': joined,
+            'withdrew': withdrew,
+            'active': not bool(withdrew),
+        }
+
+
 class TaxImporter(FromCOREPOS, corepos_importing.model.TaxImporter):
     """
     Importer for tax data from CORE POS.

rattail_corepos/importing/model.py

@@ -87,6 +87,7 @@ class MemberImporter(importing.model.MemberImporter):
     extensions = {
         '_corepos': [
             'corepos_account_id',
+            'corepos_card_number',
         ],
     }