Add basic "resolve" support for person, product from new custorder

tailbone/templates/customers/pending/view.mako

@@ -0,0 +1,143 @@
+## -*- coding: utf-8; -*-
+<%inherit file="/master/view.mako" />
+## <%namespace file="/util.mako" import="view_profiles_helper" />
+
+<%def name="object_helpers()">
+  ${parent.object_helpers()}
+
+  % if instance.custorder_records:
+      <nav class="panel">
+        <p class="panel-heading">Cross-Reference</p>
+        <div class="panel-block">
+          <div style="display: flex; flex-direction: column;">
+            <p class="block">
+              This ${model_title} is referenced by the following<br />
+              Customer Orders:
+            </p>
+            <ul class="list">
+              % for order in instance.custorder_records:
+                  <li class="list-item">
+                    ${h.link_to(order, url('custorders.view', uuid=order.uuid))}
+                  </li>
+              % endfor
+            </ul>
+          </div>
+        </div>
+      </nav>
+  % endif
+
+  ## % if instance.status_code == enum.PENDING_CUSTOMER_STATUS_PENDING and master.has_any_perm('resolve_person', 'resolve_customer'):
+  % if instance.status_code == enum.PENDING_CUSTOMER_STATUS_PENDING and master.has_perm('resolve_person'):
+      <nav class="panel">
+        <p class="panel-heading">Tools</p>
+        <div class="panel-block">
+          <div style="display: flex; flex-direction: column;">
+            % if master.has_perm('resolve_person'):
+                <div class="buttons">
+                  <b-button type="is-primary"
+                            @click="resolvePersonInit()"
+                            icon-pack="fas"
+                            icon-left="object-ungroup">
+                    Resolve Person
+                  </b-button>
+                </div>
+            % endif
+##             % if master.has_perm('resolve_customer'):
+##                 <div class="buttons">
+##                   <b-button type="is-primary"
+##                             icon-pack="fas"
+##                             icon-left="object-ungroup">
+##                     Resolve Customer
+##                   </b-button>
+##                 </div>
+##             % endif
+          </div>
+        </div>
+      </nav>
+
+      <b-modal has-modal-card
+               :active.sync="resolvePersonShowDialog">
+        <div class="modal-card">
+          ${h.form(url('{}.resolve_person'.format(route_prefix), uuid=instance.uuid), ref='resolvePersonForm')}
+          ${h.csrf_token(request)}
+
+          <header class="modal-card-head">
+            <p class="modal-card-title">Resolve Person</p>
+          </header>
+
+          <section class="modal-card-body">
+            <p class="block">
+              If this Person already exists, you can declare that by
+              identifying the record below.
+            </p>
+            <p class="block">
+              The app will take care of updating any Customer Orders
+              etc.  as needed once you declare the match.
+            </p>
+            <b-field grouped>
+              <b-field label="Pending">
+                <span>${instance.display_name}</span>
+              </b-field>
+              <b-field label="Actual Person" expanded>
+                <tailbone-autocomplete name="person_uuid"
+                                       v-model="resolvePersonUUID"
+                                       ref="resolvePersonAutocomplete"
+                                       service-url="${url('people.autocomplete')}">
+                </tailbone-autocomplete>
+              </b-field>
+            </b-field>
+          </section>
+
+          <footer class="modal-card-foot">
+            <b-button @click="resolvePersonShowDialog = false">
+              Cancel
+            </b-button>
+            <b-button type="is-primary"
+                      :disabled="resolvePersonSubmitDisabled"
+                      @click="resolvePersonSubmit()"
+                      icon-pack="fas"
+                      icon-left="object-ungroup">
+              {{ resolvePersonSubmitting ? "Working, please wait..." : "I declare these are the same" }}
+            </b-button>
+          </footer>
+          ${h.end_form()}
+        </div>
+      </b-modal>
+  % endif
+</%def>
+
+<%def name="modify_this_page_vars()">
+  ${parent.modify_this_page_vars()}
+  <script type="text/javascript">
+
+    ThisPageData.resolvePersonShowDialog = false
+    ThisPageData.resolvePersonUUID = null
+    ThisPageData.resolvePersonSubmitting = false
+
+    ThisPage.computed.resolvePersonSubmitDisabled = function() {
+        if (this.resolvePersonSubmitting) {
+            return true
+        }
+        if (!this.resolvePersonUUID) {
+            return true
+        }
+        return false
+    }
+
+    ThisPage.methods.resolvePersonInit = function() {
+        this.resolvePersonUUID = null
+        this.resolvePersonShowDialog = true
+        this.$nextTick(() => {
+            this.$refs.resolvePersonAutocomplete.focus()
+        })
+    }
+
+    ThisPage.methods.resolvePersonSubmit = function() {
+        this.resolvePersonSubmitting = true
+        this.$refs.resolvePersonForm.submit()
+    }
+
+  </script>
+</%def>
+
+${parent.body()}

tailbone/templates/custorders/create.mako

@@ -12,18 +12,6 @@
   % endif
 </%def>
 
-<%def name="render_instance_header_buttons()">
-  ${parent.render_instance_header_buttons()}
-  % if use_buefy and master.configurable and master.has_perm('configure'):
-      <div class="level-item">
-        <once-button tag="a" href="${url('{}.configure'.format(route_prefix))}"
-                     icon-left="cog"
-                     text="Configure">
-        </once-button>
-      </div>
-  % endif
-</%def>
-
 <%def name="page_content()">
   <br />
   % if use_buefy:
@@ -1968,6 +1956,9 @@
                         % if product_price_may_be_questionable:
                         this.productPriceNeedsConfirmation = false
                         % endif
+
+                        this.itemDialogTabIndex = 1
+
                     }, response => {
                         this.clearProduct()
                     })

tailbone/templates/products/pending/view.mako

@@ -0,0 +1,130 @@
+## -*- coding: utf-8; -*-
+<%inherit file="/master/view.mako" />
+
+<%def name="object_helpers()">
+  ${parent.object_helpers()}
+  % if instance.custorder_item_records:
+      <nav class="panel">
+        <p class="panel-heading">Cross-Reference</p>
+        <div class="panel-block">
+          <div style="display: flex; flex-direction: column;">
+            <p class="block">
+              This ${model_title} is referenced by the following<br />
+              Customer Order Items:
+            </p>
+            <ul class="list">
+              % for item in instance.custorder_item_records:
+                  <li class="list-item">
+                    ${h.link_to('#{}-{}'.format(item.order.id, item.sequence), url('custorders.items.view', uuid=item.uuid))}
+                  </li>
+              % endfor
+            </ul>
+          </div>
+        </div>
+      </nav>
+  % endif
+
+  % if instance.status_code == enum.PENDING_PRODUCT_STATUS_PENDING and master.has_perm('resolve_product'):
+      <nav class="panel">
+        <p class="panel-heading">Tools</p>
+        <div class="panel-block">
+          <div style="display: flex; flex-direction: column;">
+            <div class="buttons">
+              <b-button type="is-primary"
+                        @click="resolveProductInit()"
+                        icon-pack="fas"
+                        icon-left="object-ungroup">
+                Resolve Product
+              </b-button>
+            </div>
+          </div>
+        </div>
+      </nav>
+
+      <b-modal has-modal-card
+               :active.sync="resolveProductShowDialog">
+        <div class="modal-card">
+          ${h.form(url('{}.resolve_product'.format(route_prefix), uuid=instance.uuid), ref='resolveProductForm')}
+          ${h.csrf_token(request)}
+
+          <header class="modal-card-head">
+            <p class="modal-card-title">Resolve Product</p>
+          </header>
+
+          <section class="modal-card-body">
+            <p class="block">
+              If this Product already exists, you can declare that by
+              identifying the record below.
+            </p>
+            <p class="block">
+              The app will take care of updating any Customer Orders
+              etc.  as needed once you declare the match.
+            </p>
+            <b-field grouped>
+              <b-field label="Pending">
+                <span>${instance.full_description}</span>
+              </b-field>
+              <b-field label="Actual Product" expanded>
+                <tailbone-autocomplete name="product_uuid"
+                                       v-model="resolveProductUUID"
+                                       ref="resolveProductAutocomplete"
+                                       service-url="${url('products.autocomplete')}">
+                </tailbone-autocomplete>
+              </b-field>
+            </b-field>
+          </section>
+
+          <footer class="modal-card-foot">
+            <b-button @click="resolveProductShowDialog = false">
+              Cancel
+            </b-button>
+            <b-button type="is-primary"
+                      :disabled="resolveProductSubmitDisabled"
+                      @click="resolveProductSubmit()"
+                      icon-pack="fas"
+                      icon-left="object-ungroup">
+              {{ resolveProductSubmitting ? "Working, please wait..." : "I declare these are the same" }}
+            </b-button>
+          </footer>
+          ${h.end_form()}
+        </div>
+      </b-modal>
+  % endif
+</%def>
+
+<%def name="modify_this_page_vars()">
+  ${parent.modify_this_page_vars()}
+  <script type="text/javascript">
+
+    ThisPageData.resolveProductShowDialog = false
+    ThisPageData.resolveProductUUID = null
+    ThisPageData.resolveProductSubmitting = false
+
+    ThisPage.computed.resolveProductSubmitDisabled = function() {
+        if (this.resolveProductSubmitting) {
+            return true
+        }
+        if (!this.resolveProductUUID) {
+            return true
+        }
+        return false
+    }
+
+    ThisPage.methods.resolveProductInit = function() {
+        this.resolveProductUUID = null
+        this.resolveProductShowDialog = true
+        this.$nextTick(() => {
+            this.$refs.resolveProductAutocomplete.focus()
+        })
+    }
+
+    ThisPage.methods.resolveProductSubmit = function() {
+        this.resolveProductSubmitting = true
+        this.$refs.resolveProductForm.submit()
+    }
+
+  </script>
+</%def>
+
+
+${parent.body()}

tailbone/views/customers.py

@@ -500,6 +500,9 @@ class PendingCustomerView(MasterView):
         super(PendingCustomerView, self).configure_grid(g)
 
         g.set_enum('status_code', self.enum.PENDING_CUSTOMER_STATUS)
+        g.filters['status_code'].default_active = True
+        g.filters['status_code'].default_verb = 'not_equal'
+        g.filters['status_code'].default_value = six.text_type(self.enum.PENDING_CUSTOMER_STATUS_RESOLVED)
 
         g.set_sort_defaults('display_name')
         g.set_link('id')
@@ -523,6 +526,51 @@ class PendingCustomerView(MasterView):
             f.set_readonly('user')
             f.set_renderer('user', self.render_user)
 
+    def editable_instance(self, pending):
+        if pending.status_code == self.enum.PENDING_CUSTOMER_STATUS_RESOLVED:
+            return False
+        return True
+
+    def resolve_person(self):
+        model = self.model
+        pending = self.get_instance()
+        redirect = self.redirect(self.get_action_url('view', pending))
+
+        uuid = self.request.POST['person_uuid']
+        person = self.Session.query(model.Person).get(uuid)
+        if not person:
+            self.request.session.flash("Person not found!", 'error')
+            return redirect
+
+        app = self.get_rattail_app()
+        people_handler = app.get_people_handler()
+        people_handler.resolve_person(pending, person, self.request.user)
+        self.Session.flush()
+        return redirect
+
+    @classmethod
+    def defaults(cls, config):
+        cls._defaults(config)
+        cls._pending_customer_defaults(config)
+
+    @classmethod
+    def _pending_customer_defaults(cls, config):
+        route_prefix = cls.get_route_prefix()
+        instance_url_prefix = cls.get_instance_url_prefix()
+        permission_prefix = cls.get_permission_prefix()
+        model_title = cls.get_model_title()
+
+        # resolve person
+        config.add_tailbone_permission(permission_prefix,
+                                       '{}.resolve_person'.format(permission_prefix),
+                                       "Resolve a {} as a Person".format(model_title))
+        config.add_route('{}.resolve_person'.format(route_prefix),
+                         '{}/resolve-person'.format(instance_url_prefix),
+                         request_method='POST')
+        config.add_view(cls, attr='resolve_person',
+                        route_name='{}.resolve_person'.format(route_prefix),
+                        permission='{}.resolve_person'.format(permission_prefix))
+
 
 # # TODO: this is referenced by some custom apps, but should be moved??
 # def unique_id(value, field):

tailbone/views/custorders/items.py

@@ -52,6 +52,7 @@ class CustomerOrderItemView(MasterView):
     deletable = False
 
     labels = {
+        'order': "Customer Order",
         'order_id': "Order ID",
         'order_uom': "Order UOM",
         'status_code': "Status",
@@ -172,21 +173,37 @@ class CustomerOrderItemView(MasterView):
     def configure_form(self, f):
         super(CustomerOrderItemView, self).configure_form(f)
         use_buefy = self.get_use_buefy()
+        item = f.model_instance
 
         # order
         f.set_renderer('order', self.render_order)
 
-        # product
+        # (pending) product
         f.set_renderer('product', self.render_product)
-
-        # pending_product
         f.set_renderer('pending_product', self.render_pending_product)
+        if self.viewing:
+            if item.product and not item.pending_product:
+                f.remove('pending_product')
+            elif item.pending_product and not item.product:
+                f.remove('product')
 
         # product uom
         f.set_enum('product_unit_of_measure', self.enum.UNIT_OF_MEASURE)
 
+        # highlight pending fields
+        f.set_renderer('product_brand', self.highlight_pending_field)
+        f.set_renderer('product_description', self.highlight_pending_field)
+        f.set_renderer('product_size', self.highlight_pending_field)
+        f.set_renderer('case_quantity', self.highlight_pending_field_quantity)
+
+        'unit_price',
+        'total_price',
+        'price_needs_confirmation',
+        'paid_amount',
+        'status_code',
+        'notes',
+
         # quantity fields
-        f.set_type('case_quantity', 'quantity')
         f.set_type('cases_ordered', 'quantity')
         f.set_type('units_ordered', 'quantity')
         f.set_type('order_quantity', 'quantity')
@@ -210,10 +227,27 @@ class CustomerOrderItemView(MasterView):
         else:
             f.remove('notes')
 
+    def highlight_pending_field(self, item, field, value=None):
+        if value is None:
+            value = getattr(item, field)
+        if not item.product_uuid and item.pending_product_uuid:
+            return HTML.tag('span', c=[value],
+                            class_='has-text-success')
+        return value
+
+    def highlight_pending_field_quantity(self, item, field):
+        app = self.get_rattail_app()
+        value = getattr(item, field)
+        value = app.render_quantity(value)
+        return self.highlight_pending_field(item, field, value)
+
     def render_price_with_confirmation(self, item, field):
         price = getattr(item, field)
         app = self.get_rattail_app()
         text = app.render_currency(price)
+        if not item.product_uuid and item.pending_product_uuid:
+            text = HTML.tag('span', c=[text],
+                            class_='has-text-success')
         if item.price_needs_confirmation:
             return HTML.tag('span', class_='has-background-warning',
                             c=[text])

tailbone/views/custorders/orders.py

@@ -108,20 +108,23 @@ class CustomerOrderView(MasterView):
     def configure_grid(self, g):
         super(CustomerOrderView, self).configure_grid(g)
 
-        g.set_joiner('customer', lambda q: q.outerjoin(model.Customer))
+        # customer or person
-        g.set_joiner('person', lambda q: q.outerjoin(model.Person))
+        if self.batch_handler.new_order_requires_customer():
-
+            g.remove('person')
-        g.filters['customer'] = g.make_filter('customer', model.Customer.name,
+            g.set_joiner('customer', lambda q: q.outerjoin(model.Customer))
-                                              label="Customer Name",
+            g.set_sorter('customer', model.Customer.name)
-                                              default_active=True,
+            g.filters['customer'] = g.make_filter('customer', model.Customer.name,
-                                              default_verb='contains')
+                                                  label="Customer Name",
-        g.filters['person'] = g.make_filter('person', model.Person.display_name,
+                                                  default_active=True,
-                                            label="Person Name",
+                                                  default_verb='contains')
-                                            default_active=True,
+        else:
-                                            default_verb='contains')
+            g.remove('customer')
-
+            g.set_joiner('person', lambda q: q.outerjoin(model.Person))
-        g.set_sorter('customer', model.Customer.name)
+            g.set_sorter('person', model.Person.display_name)
-        g.set_sorter('person', model.Person.display_name)
+            g.filters['person'] = g.make_filter('person', model.Person.display_name,
+                                                label="Person Name",
+                                                default_active=True,
+                                                default_verb='contains')
 
         g.set_enum('status_code', self.enum.CUSTORDER_STATUS)
 
@@ -133,13 +136,33 @@ class CustomerOrderView(MasterView):
 
     def configure_form(self, f):
         super(CustomerOrderView, self).configure_form(f)
+        order = f.model_instance
 
         f.set_readonly('id')
 
         f.set_renderer('store', self.render_store)
+
+        # (pending) customer
         f.set_renderer('customer', self.render_customer)
         f.set_renderer('person', self.render_person)
         f.set_renderer('pending_customer', self.render_pending_customer)
+        if self.viewing:
+            if self.batch_handler.new_order_requires_customer():
+                f.remove('person')
+                if order.customer and not order.pending_customer:
+                    f.remove('pending_customer')
+                elif order.pending_customer and not order.customer:
+                    f.remove('customer')
+            else:
+                f.remove('customer')
+                if order.person and not order.pending_customer:
+                    f.remove('pending_customer')
+                elif order.pending_customer and not order.person:
+                    f.remove('person')
+
+        # contact info
+        f.set_renderer('phone_number', self.highlight_pending_field)
+        f.set_renderer('email_address', self.highlight_pending_field)
 
         f.set_type('total_price', 'currency')
 
@@ -150,6 +173,20 @@ class CustomerOrderView(MasterView):
         f.set_readonly('created_by')
         f.set_renderer('created_by', self.render_user)
 
+    def highlight_pending_field(self, order, field):
+        value = getattr(order, field)
+        pending = False
+        if self.batch_handler.new_order_requires_customer():
+            if not order.customer_uuid and order.pending_customer_uuid:
+                pending = True
+        else:
+            if not order.person_uuid and order.pending_customer_uuid:
+                pending = True
+        if pending:
+            return HTML.tag('span', c=[value],
+                            class_='has-text-success')
+        return value
+
     def render_person(self, order, field):
         person = order.person
         if not person:
@@ -164,7 +201,8 @@ class CustomerOrderView(MasterView):
             return
         text = six.text_type(pending)
         url = self.request.route_url('pending_customers.view', uuid=pending.uuid)
-        return tags.link_to(text, url)
+        return tags.link_to(text, url,
+                            class_='has-background-warning')
 
     def get_row_data(self, order):
         return self.Session.query(model.CustomerOrderItem)\
@@ -218,6 +256,10 @@ class CustomerOrderView(MasterView):
         g.set_link('product_brand')
         g.set_link('product_description')
 
+    def row_grid_extra_class(self, item, i):
+        if not item.product_uuid and item.pending_product_uuid:
+            return 'has-text-success'
+
     def render_price_with_confirmation(self, item, field):
         price = getattr(item, field)
         app = self.get_rattail_app()

tailbone/views/master.py

@@ -290,6 +290,12 @@ class MasterView(View):
         return self.request.has_perm('{}.{}'.format(
             self.get_permission_prefix(), name))
 
+    def has_any_perm(self, *names):
+        for name in names:
+            if self.has_perm(name):
+                return True
+        return False
+
     @classmethod
     def get_config_url(cls):
         if hasattr(cls, 'config_url'):
@@ -801,7 +807,8 @@ class MasterView(View):
             return
         text = six.text_type(pending)
         url = self.request.route_url('pending_products.view', uuid=pending.uuid)
-        return tags.link_to(text, url)
+        return tags.link_to(text, url,
+                            class_='has-background-warning')
 
     def render_vendor(self, obj, field):
         vendor = getattr(obj, field)

tailbone/views/products.py

@@ -2035,6 +2035,9 @@ class PendingProductView(MasterView):
         super(PendingProductView, self).configure_grid(g)
 
         g.set_enum('status_code', self.enum.PENDING_PRODUCT_STATUS)
+        g.filters['status_code'].default_active = True
+        g.filters['status_code'].default_verb = 'not_equal'
+        g.filters['status_code'].default_value = six.text_type(self.enum.PENDING_PRODUCT_STATUS_RESOLVED)
 
         g.set_sort_defaults('created', 'desc')
 
@@ -2137,6 +2140,11 @@ class PendingProductView(MasterView):
             # f.set_readonly('status_code')
             f.set_enum('status_code', self.enum.PENDING_PRODUCT_STATUS)
 
+    def editable_instance(self, pending):
+        if pending.status_code == self.enum.PENDING_PRODUCT_STATUS_RESOLVED:
+            return False
+        return True
+
     def objectify(self, form, data=None):
         if data is None:
             data = form.validated
@@ -2182,6 +2190,45 @@ class PendingProductView(MasterView):
                                        'error')
             return self.redirect(self.get_action_url('view', pending))
 
+    def resolve_product(self):
+        model = self.model
+        pending = self.get_instance()
+        redirect = self.redirect(self.get_action_url('view', pending))
+
+        uuid = self.request.POST['product_uuid']
+        product = self.Session.query(model.Product).get(uuid)
+        if not product:
+            self.request.session.flash("Product not found!", 'error')
+            return redirect
+
+        app = self.get_rattail_app()
+        products_handler = app.get_products_handler()
+        products_handler.resolve_product(pending, product, self.request.user)
+        return redirect
+
+    @classmethod
+    def defaults(cls, config):
+        cls._defaults(config)
+        cls._pending_product_defaults(config)
+
+    @classmethod
+    def _pending_product_defaults(cls, config):
+        route_prefix = cls.get_route_prefix()
+        instance_url_prefix = cls.get_instance_url_prefix()
+        permission_prefix = cls.get_permission_prefix()
+        model_title = cls.get_model_title()
+
+        # resolve product
+        config.add_tailbone_permission(permission_prefix,
+                                       '{}.resolve_product'.format(permission_prefix),
+                                       "Resolve a {} as a Product".format(model_title))
+        config.add_route('{}.resolve_product'.format(route_prefix),
+                         '{}/resolve-product'.format(instance_url_prefix),
+                         request_method='POST')
+        config.add_view(cls, attr='resolve_product',
+                        route_name='{}.resolve_product'.format(route_prefix),
+                        permission='{}.resolve_product'.format(permission_prefix))
+
 
 def print_labels(request):
     profile = request.params.get('profile')