Add basic CRUD for Person "preferred first name"
only shown if config flag says so
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Lance Edgar
parent
cdc857065b
commit
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3 changed files with 91 additions and 17 deletions
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@ -5,6 +5,9 @@ CHANGELOG
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Unreleased
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----------
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* Add basic CRUD for Person "preferred first name".
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0.9.89 (2024-03-27)
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-------------------
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@ -91,6 +91,12 @@
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<span>{{ person.first_name }}</span>
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</b-field>
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% if use_preferred_first_name:
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<b-field horizontal label="Preferred First Name">
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<span>{{ person.preferred_first_name }}</span>
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</b-field>
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% endif
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<b-field horizontal label="Middle Name">
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<span>{{ person.middle_name }}</span>
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</b-field>
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@ -118,11 +124,25 @@
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</header>
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<section class="modal-card-body">
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<b-field label="First Name">
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<b-input v-model.trim="editNameFirst"
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:maxlength="maxLengths.person_first_name || null">
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</b-input>
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<b-field grouped>
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<b-field label="First Name" expanded>
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<b-input v-model.trim="editNameFirst"
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:maxlength="maxLengths.person_first_name || null">
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</b-input>
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</b-field>
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% if use_preferred_first_name:
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<b-field label="Preferred First Name" expanded>
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<b-input v-model.trim="editNameFirstPreferred"
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:maxlength="maxLengths.person_preferred_first_name || null">
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</b-input>
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</b-field>
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% endif
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</b-field>
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<b-field label="Middle Name">
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<b-input v-model.trim="editNameMiddle"
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:maxlength="maxLengths.person_middle_name || null">
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@ -1497,6 +1517,9 @@
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% if request.has_perm('people_profile.edit_person'):
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editNameShowDialog: false,
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editNameFirst: null,
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% if use_preferred_first_name:
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editNameFirstPreferred: null,
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% endif
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editNameMiddle: null,
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editNameLast: null,
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@ -1590,6 +1613,9 @@
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editNameInit() {
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this.editNameFirst = this.person.first_name
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% if use_preferred_first_name:
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this.editNameFirstPreferred = this.person.preferred_first_name
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% endif
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this.editNameMiddle = this.person.middle_name
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this.editNameLast = this.person.last_name
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this.editNameShowDialog = true
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@ -1599,6 +1625,9 @@
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let url = '${url('people.profile_edit_name', uuid=person.uuid)}'
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let params = {
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first_name: this.editNameFirst,
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% if use_preferred_first_name:
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preferred_first_name: this.editNameFirstPreferred,
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% endif
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middle_name: this.editNameMiddle,
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last_name: this.editNameLast,
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}
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@ -2,7 +2,7 @@
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################################################################################
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#
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# Rattail -- Retail Software Framework
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# Copyright © 2010-2023 Lance Edgar
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# Copyright © 2010-2024 Lance Edgar
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#
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# This file is part of Rattail.
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#
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@ -32,7 +32,8 @@ import sqlalchemy as sa
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from sqlalchemy import orm
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import sqlalchemy_continuum as continuum
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from rattail.db import model, api
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from rattail.db import api
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from rattail.db.model import Person, PersonNote, MergePeopleRequest
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from rattail.db.util import maxlen
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from rattail.time import localtime
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from rattail.util import simple_error
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@ -53,7 +54,7 @@ class PersonView(MasterView):
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"""
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Master view for the Person class.
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"""
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model_class = model.Person
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model_class = Person
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model_title_plural = "People"
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route_prefix = 'people'
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touchable = True
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@ -210,6 +211,7 @@ class PersonView(MasterView):
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c="MR")
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def get_instance(self):
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model = self.model
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# TODO: I don't recall why this fallback check for a vendor contact
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# exists here, but leaving it intact for now.
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key = self.request.matchdict['uuid']
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@ -237,6 +239,13 @@ class PersonView(MasterView):
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return True
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return not self.is_person_protected(person)
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def configure_form(self, f):
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super().configure_form(f)
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# preferred_first_name
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if self.people_handler.should_use_preferred_first_name():
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f.insert_after('first_name', 'preferred_first_name')
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def objectify(self, form, data=None):
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if data is None:
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data = form.validated
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@ -248,6 +257,9 @@ class PersonView(MasterView):
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names = {}
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if 'first_name' in form:
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names['first'] = data['first_name']
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if self.people_handler.should_use_preferred_first_name():
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if 'preferred_first_name' in form:
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names['preferred_first'] = data['preferred_first_name']
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if 'middle_name' in form:
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names['middle'] = data['middle_name']
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if 'last_name' in form:
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@ -292,6 +304,8 @@ class PersonView(MasterView):
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In addition to "touching" the person proper, we also "touch" each
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contact info record associated with them.
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"""
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model = self.model
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# touch person, as per usual
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super().touch_instance(person)
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@ -426,6 +440,7 @@ class PersonView(MasterView):
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return ""
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def get_version_child_classes(self):
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model = self.model
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return [
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(model.PersonPhoneNumber, 'parent_uuid'),
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(model.PersonEmailAddress, 'parent_uuid'),
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@ -474,6 +489,7 @@ class PersonView(MasterView):
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'expose_customer_people': self.customers_should_expose_people(),
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'expose_customer_shoppers': self.customers_should_expose_shoppers(),
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'max_one_member': app.get_membership_handler().max_one_per_person(),
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'use_preferred_first_name': self.people_handler.should_use_preferred_first_name(),
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}
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if self.request.has_perm('people_profile.view_versions'):
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@ -552,7 +568,7 @@ class PersonView(MasterView):
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def get_max_lengths(self):
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model = self.model
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return {
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lengths = {
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'person_first_name': maxlen(model.Person.first_name),
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'person_middle_name': maxlen(model.Person.middle_name),
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'person_last_name': maxlen(model.Person.last_name),
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@ -562,6 +578,9 @@ class PersonView(MasterView):
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'address_state': maxlen(model.PersonMailingAddress.state),
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'address_zipcode': maxlen(model.PersonMailingAddress.zipcode),
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}
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if self.people_handler.should_use_preferred_first_name():
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lengths['person_preferred_first_name'] = maxlen(model.Person.preferred_first_name)
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return lengths
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def get_phone_type_options(self):
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"""
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@ -606,6 +625,9 @@ class PersonView(MasterView):
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'dynamic_content_title': self.get_context_content_title(person),
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}
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if self.people_handler.should_use_preferred_first_name():
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context['preferred_first_name'] = person.preferred_first_name
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if person.address:
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context['address'] = self.get_context_address(person.address)
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@ -871,10 +893,16 @@ class PersonView(MasterView):
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person = self.get_instance()
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data = dict(self.request.json_body)
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self.handler.update_names(person,
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first=data['first_name'],
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middle=data['middle_name'],
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last=data['last_name'])
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kw = {
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'first': data['first_name'],
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'middle': data['middle_name'],
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'last': data['last_name'],
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}
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if self.people_handler.should_use_preferred_first_name():
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kw['preferred_first'] = data['preferred_first_name']
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self.handler.update_names(person, **kw)
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self.Session.flush()
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return self.profile_changed_response(person)
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@ -913,6 +941,7 @@ class PersonView(MasterView):
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"""
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View which updates a phone number for the person.
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"""
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model = self.model
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person = self.get_instance()
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data = dict(self.request.json_body)
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@ -940,6 +969,7 @@ class PersonView(MasterView):
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"""
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View which allows a person's phone number to be deleted.
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"""
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model = self.model
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person = self.get_instance()
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data = dict(self.request.json_body)
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@ -960,6 +990,7 @@ class PersonView(MasterView):
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"""
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View which allows a person's "preferred" phone to be set.
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"""
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model = self.model
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person = self.get_instance()
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data = dict(self.request.json_body)
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@ -1016,6 +1047,7 @@ class PersonView(MasterView):
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"""
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View which updates an email address for the person.
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"""
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model = self.model
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person = self.get_instance()
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data = dict(self.request.json_body)
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@ -1039,6 +1071,7 @@ class PersonView(MasterView):
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"""
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View which allows a person's email address to be deleted.
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"""
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model = self.model
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person = self.get_instance()
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data = dict(self.request.json_body)
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@ -1059,6 +1092,7 @@ class PersonView(MasterView):
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"""
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View which allows a person's "preferred" email to be set.
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"""
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model = self.model
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person = self.get_instance()
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data = dict(self.request.json_body)
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@ -1192,6 +1226,7 @@ class PersonView(MasterView):
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"""
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AJAX view for updating an employee history record.
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"""
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model = self.model
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person = self.get_instance()
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employee = person.employee
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@ -1459,6 +1494,7 @@ class PersonView(MasterView):
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return self.profile_changed_response(person)
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def create_note(self, person, form):
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model = self.model
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note = model.PersonNote()
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note.type = form.validated['note_type']
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note.subject = form.validated['note_subject']
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@ -1478,6 +1514,7 @@ class PersonView(MasterView):
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return self.profile_changed_response(person)
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def update_note(self, person, form):
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model = self.model
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note = self.Session.get(model.PersonNote, form.validated['uuid'])
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note.subject = form.validated['note_subject']
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note.text = form.validated['note_text']
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@ -1494,10 +1531,12 @@ class PersonView(MasterView):
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return self.profile_changed_response(person)
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def delete_note(self, person, form):
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model = self.model
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note = self.Session.get(model.PersonNote, form.validated['uuid'])
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self.Session.delete(note)
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def make_user(self):
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model = self.model
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uuid = self.request.POST['person_uuid']
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person = self.Session.get(model.Person, uuid)
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if not person:
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@ -1815,7 +1854,7 @@ class PersonNoteView(MasterView):
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"""
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Master view for the PersonNote class.
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"""
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model_class = model.PersonNote
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model_class = PersonNote
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route_prefix = 'person_notes'
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url_prefix = '/people/notes'
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has_versions = True
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@ -1842,6 +1881,7 @@ class PersonNoteView(MasterView):
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def configure_grid(self, g):
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super().configure_grid(g)
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model = self.model
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# person
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g.set_joiner('person', lambda q: q.join(model.Person,
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@ -1881,7 +1921,7 @@ def valid_note_uuid(node, kw):
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session = kw['session']
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person_uuid = kw['person_uuid']
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def validate(node, value):
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note = session.get(model.PersonNote, value)
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note = session.get(PersonNote, value)
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if not note:
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raise colander.Invalid(node, "Note not found")
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if note.person.uuid != person_uuid:
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@ -1906,7 +1946,7 @@ class MergePeopleRequestView(MasterView):
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"""
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Master view for the MergePeopleRequest class.
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"""
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model_class = model.MergePeopleRequest
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model_class = MergePeopleRequest
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route_prefix = 'people_merge_requests'
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url_prefix = '/people/merge-requests'
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creatable = False
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@ -1950,8 +1990,9 @@ class MergePeopleRequestView(MasterView):
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g.set_link('keeping_uuid')
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def render_referenced_person_name(self, merge_request, field):
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model = self.model
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uuid = getattr(merge_request, field)
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person = self.Session.get(self.model.Person, uuid)
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person = self.Session.get(model.Person, uuid)
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if person:
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return str(person)
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return "(person not found)"
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@ -1971,8 +2012,9 @@ class MergePeopleRequestView(MasterView):
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f.set_renderer('keeping_uuid', self.render_referenced_person)
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def render_referenced_person(self, merge_request, field):
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model = self.model
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uuid = getattr(merge_request, field)
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person = self.Session.get(self.model.Person, uuid)
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person = self.Session.get(model.Person, uuid)
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if person:
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text = str(person)
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url = self.request.route_url('people.view', uuid=person.uuid)
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