Add views etc. for member equity payments

tailbone/menus.py

@@ -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',

tailbone/templates/people/view_profile_buefy.mako

@@ -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)}

tailbone/views/master.py

@@ -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)

tailbone/views/members.py

@@ -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)

tailbone/views/people.py

@@ -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