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Add views etc. for member equity payments

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This commit is contained in:
Lance Edgar 2023-06-18 14:08:36 -05:00
parent aa5e44efb5
commit 58354e7adf
5 changed files with 164 additions and 4 deletions
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5
tailbone/menus.py
View file

@ -332,6 +332,11 @@ class MenuHandler(GenericHandler):
'route': 'members',
'perm': 'members.list',
},
{
'title': "Member Equity Payments",
'route': 'member_equity_payments',
'perm': 'member_equity_payments.list',
},
{
'title': "Membership Types",
'route': 'membership_types',

4
tailbone/templates/people/view_profile_buefy.mako
View file

@ -634,6 +634,10 @@
{{ member.withdrew }}
</b-field>
<b-field horizontal label="Equity Total">
{{ member.equity_total_display }}
</b-field>
</div>
<div class="buttons" style="align-items: start;">
${self.render_member_panel_buttons(member)}

8
tailbone/views/master.py
View file

@ -973,6 +973,14 @@ class MasterView(View):
url = self.request.route_url('customers.view', uuid=customer.uuid)
return tags.link_to(text, url)
def render_member(self, obj, field):
member = getattr(obj, field)
if not member:
return
text = str(member)
url = self.request.route_url('members.view', uuid=member.uuid)
return tags.link_to(text, url)
def render_email_key(self, obj, field):
if hasattr(obj, field):
email_key = getattr(obj, field)

148
tailbone/views/members.py
View file

@ -29,12 +29,12 @@ from collections import OrderedDict
import sqlalchemy as sa
from rattail.db import model
from rattail.db.model import MembershipType, Member
from rattail.db.model import MembershipType, Member, MemberEquityPayment
from deform import widget as dfwidget
from webhelpers2.html import tags
from tailbone import grids
from tailbone import grids, forms
from tailbone.views import MasterView
@ -107,6 +107,7 @@ class MemberView(MasterView):
touchable = True
has_versions = True
configurable = True
supports_autocomplete = True
labels = {
'id': "ID",
@ -131,12 +132,40 @@ class MemberView(MasterView):
'default_phone',
'membership_type',
'active',
'equity_total',
'equity_current',
'equity_payment_due',
'joined',
'withdrew',
]
has_rows = True
model_row_class = MemberEquityPayment
rows_title = "Equity Payments"
row_grid_columns = [
'amount',
'received',
'description',
'transaction_identifier',
]
def should_expose_quickie_search(self):
if self.expose_quickie_search:
return True
app = self.get_rattail_app()
return app.get_people_handler().should_expose_quickie_search()
def get_quickie_perm(self):
return 'people.quickie'
def get_quickie_url(self):
return self.request.route_url('people.quickie')
def get_quickie_placeholder(self):
app = self.get_rattail_app()
return app.get_people_handler().get_quickie_search_placeholder()
def configure_grid(self, g):
super(MemberView, self).configure_grid(g)
route_prefix = self.get_route_prefix()
@ -225,14 +254,17 @@ class MemberView(MasterView):
return 'notice'
def configure_form(self, f):
super(MemberView, self).configure_form(f)
super().configure_form(f)
member = f.model_instance
# date fields
f.set_type('joined', 'date_jquery')
f.set_type('withdrew', 'date_jquery')
# equity fields
f.set_renderer('equity_total', self.render_equity_total)
f.set_type('equity_payment_due', 'date_jquery')
f.set_type('equity_last_paid', 'date_jquery')
f.set_type('withdrew', 'date_jquery')
# person
if self.creating or self.editing:
@ -289,6 +321,11 @@ class MemberView(MasterView):
'withdrew',
)
def render_equity_total(self, member, field):
app = self.get_rattail_app()
total = sum([payment.amount for payment in member.equity_payments])
return app.render_currency(total)
def template_kwargs_view(self, **kwargs):
kwargs = super().template_kwargs_view(**kwargs)
app = self.get_rattail_app()
@ -323,6 +360,25 @@ class MemberView(MasterView):
url = self.request.route_url('membership_types.view', uuid=memtype.uuid)
return tags.link_to(text, url)
def get_row_data(self, member):
model = self.model
return self.Session.query(model.MemberEquityPayment)\
.filter(model.MemberEquityPayment.member == member)
def get_parent(self, payment):
return payment.member
def configure_row_grid(self, g):
super().configure_row_grid(g)
g.set_type('amount', 'currency')
g.set_sort_defaults('received', 'desc')
def row_view_action_url(self, payment, i):
return self.request.route_url('member_equity_payments.view',
uuid=payment.uuid)
def configure_get_simple_settings(self):
return [
@ -337,6 +393,87 @@ class MemberView(MasterView):
]
class MemberEquityPaymentView(MasterView):
"""
Master view for the MemberEquityPayment class.
"""
model_class = model.MemberEquityPayment
route_prefix = 'member_equity_payments'
url_prefix = '/member-equity-payments'
has_versions = True
grid_columns = [
'member',
'amount',
'received',
'description',
'transaction_identifier',
]
form_fields = [
'member',
'amount',
'received',
'description',
'transaction_identifier',
]
def query(self, session):
query = super().query(session)
model = self.model
query = query.join(model.Member)
return query
def configure_grid(self, g):
super().configure_grid(g)
model = self.model
g.set_joiner('member', lambda q: q.outerjoin(model.Person))
g.set_sorter('member', model.Person.display_name)
g.set_link('member')
g.set_type('amount', 'currency')
g.set_sort_defaults('received', 'desc')
g.set_link('received')
def configure_form(self, f):
super().configure_form(f)
model = self.model
payment = f.model_instance
# member
if self.creating:
f.replace('member', 'member_uuid')
member_display = ""
if self.request.method == 'POST':
if self.request.POST.get('member_uuid'):
member = self.Session.get(model.Member,
self.request.POST['member_uuid'])
if member:
member_display = str(member)
elif self.editing:
member_display = str(payment.member or '')
members_url = self.request.route_url('members.autocomplete')
f.set_widget('member_uuid', forms.widgets.JQueryAutocompleteWidget(
field_display=member_display, service_url=members_url))
f.set_label('member_uuid', "Member")
else:
f.set_readonly('member')
f.set_renderer('member', self.render_member)
# amount
f.set_type('amount', 'currency')
# received
if self.creating:
f.set_type('received', 'date_jquery')
else:
f.set_readonly('received')
def defaults(config, **kwargs):
base = globals()
@ -346,6 +483,9 @@ def defaults(config, **kwargs):
MemberView = kwargs.get('MemberView', base['MemberView'])
MemberView.defaults(config)
MemberEquityPaymentView = kwargs.get('MemberEquityPaymentView', base['MemberEquityPaymentView'])
MemberEquityPaymentView.defaults(config)
def includeme(config):
defaults(config)

3
tailbone/views/people.py
View file

@ -715,12 +715,14 @@ class PersonView(MasterView):
return list(data.values())
def get_context_member(self, member):
app = self.get_rattail_app()
profile_url = None
if member.person:
profile_url = self.request.route_url('people.view_profile',
uuid=member.person_uuid)
key = self.get_member_key_field()
equity_total = sum([payment.amount for payment in member.equity_payments])
data = {
'uuid': member.uuid,
'_key': getattr(member, key),
@ -736,6 +738,7 @@ class PersonView(MasterView):
'person_display_name': member.person.display_name if member.person else None,
'view_url': self.request.route_url('members.view', uuid=member.uuid),
'view_profile_url': profile_url,
'equity_total_display': app.render_currency(equity_total),
}
membership_type = member.membership_type