Prefer account holder, shoppers over legacy Customers.people

but until all are migrated, support both

tailbone/templates/members/view.mako

@@ -4,16 +4,7 @@
 
 <%def name="object_helpers()">
   ${parent.object_helpers()}
-  <% people = h.OrderedDict() %>
+  ${view_profiles_helper(show_profiles_people)}
-  % if instance.person:
-      <% people[instance.person.uuid] = instance.person %>
-  % endif
-  % if instance.customer:
-      % for person in instance.customer.people:
-          <% people[person.uuid] = person %>
-      % endfor
-  % endif
-  ${view_profiles_helper(people.values())}
 </%def>
 
 ${parent.body()}

tailbone/views/customers.py

@@ -27,6 +27,7 @@ Customer Views
 from collections import OrderedDict
 
 import sqlalchemy as sa
+from sqlalchemy import orm
 
 import colander
 from pyramid.httpexceptions import HTTPNotFound
@@ -125,10 +126,18 @@ class CustomerView(MasterView):
                                            'customers.expose_people',
                                            default=True)
 
+    def query(self, session):
+        query = super().query(session)
+        model = self.model
+        return query.outerjoin(model.Person,
+                               model.Person.uuid == model.Customer.account_holder_uuid)
+
     def configure_grid(self, g):
-        super(CustomerView, self).configure_grid(g)
+        super().configure_grid(g)
+        app = self.get_rattail_app()
         model = self.model
         route_prefix = self.get_route_prefix()
+        legacy = app.get_clientele_handler().should_use_legacy_people()
 
         # customer key
         field = self.get_customer_key_field()
@@ -162,15 +171,23 @@ class CustomerView(MasterView):
         # email_preference
         g.set_enum('email_preference', self.enum.EMAIL_PREFERENCE)
 
+        # account_holder_*_name
+        g.set_filter('account_holder_first_name', model.Person.first_name)
+        g.set_filter('account_holder_last_name', model.Person.last_name)
+
         # person
-        g.set_joiner('person', lambda q:
-                     q.outerjoin(model.CustomerPerson,
-                                 sa.and_(
-                                     model.CustomerPerson.customer_uuid == model.Customer.uuid,
-                                     model.CustomerPerson.ordinal == 1))\
-                     .outerjoin(model.Person))
-        g.set_sorter('person', model.Person.display_name)
         g.set_renderer('person', self.grid_render_person)
+        if legacy:
+            LegacyPerson = orm.aliased(model.Person)
+            g.set_joiner('person', lambda q:
+                         q.outerjoin(model.CustomerPerson,
+                                     sa.and_(
+                                         model.CustomerPerson.customer_uuid == model.Customer.uuid,
+                                         model.CustomerPerson.ordinal == 1))\
+                         .outerjoin(LegacyPerson))
+            g.set_sorter('person', LegacyPerson.display_name)
+        else:
+            g.set_sorter('person', model.Person.display_name)
 
         # active_in_pos
         if self.get_expose_active_in_pos():
@@ -395,6 +412,10 @@ class CustomerView(MasterView):
         if kwargs['show_profiles_helper']:
             people = OrderedDict()
 
+            if customer.account_holder:
+                person = customer.account_holder
+                people.setdefault(person.uuid, person)
+
             for shopper in customer.shoppers:
                 person = shopper.person
                 people.setdefault(person.uuid, person)
@@ -434,6 +455,7 @@ class CustomerView(MasterView):
         url = self.request.route_url('people.view', uuid=person.uuid)
         return tags.link_to(text, url)
 
+    # TODO: remove if no longer used
     def render_people(self, customer, field):
         people = customer.people
         if not people:

tailbone/views/members.py

@@ -282,6 +282,25 @@ class MemberView(MasterView):
                 'withdrew',
             )
 
+    def template_kwargs_view(self, **kwargs):
+        kwargs = super().template_kwargs_view(**kwargs)
+        member = kwargs['instance']
+
+        people = OrderedDict()
+        if member.person:
+            person = member.person
+            people.setdefault(person.uuid, person)
+        if member.customer:
+            customer = member.customer
+            if customer.account_holder:
+                person = customer.account_holder
+                people.setdefault(person.uuid, person)
+            for person in customer.people:
+                people.setdefault(person.uuid, person)
+        kwargs['show_profiles_people'] = list(people.values())
+
+        return kwargs
+
     def render_default_email(self, member, field):
         if member.emails:
             return member.emails[0].address

tailbone/views/people.py

@@ -371,12 +371,15 @@ class PersonView(MasterView):
         return tags.link_to(text, url)
 
     def render_customers(self, person, field):
-        customers = person._customers
+        app = self.get_rattail_app()
+        clientele = app.get_clientele_handler()
+
+        customers = clientele.get_customers_for_account_holder(person)
         if not customers:
-            return ""
+            return
+
         items = []
         for customer in customers:
-            customer = customer.customer
             text = str(customer)
             if customer.number:
                 text = "(#{}) {}".format(customer.number, text)
@@ -384,6 +387,7 @@ class PersonView(MasterView):
                 text = "({}) {}".format(customer.id, text)
             url = self.request.route_url('customers.view', uuid=customer.uuid)
             items.append(HTML.tag('li', c=[tags.link_to(text, url)]))
+
         return HTML.tag('ul', c=items)
 
     def render_members(self, person, field):
@@ -595,6 +599,7 @@ class PersonView(MasterView):
         app = self.get_rattail_app()
         clientele = app.get_clientele_handler()
         expose_shoppers = self.customers_should_expose_shoppers()
+        expose_people = self.customers_should_expose_people()
 
         customers = clientele.get_customers_for_account_holder(person)
         key = self.get_customer_key_field()
@@ -609,8 +614,6 @@ class PersonView(MasterView):
                 'name': customer.name,
                 'view_url': self.request.route_url('customers.view',
                                                    uuid=customer.uuid),
-                'people': [self.get_context_person(p)
-                           for p in customer.people],
                 'addresses': [self.get_context_address(a)
                               for a in customer.addresses],
                 'external_links': [],
@@ -624,6 +627,10 @@ class PersonView(MasterView):
                 context['shoppers'] = [self.get_context_shopper(s)
                                        for s in customer.shoppers]
 
+            if expose_people:
+                context['people'] = [self.get_context_person(p)
+                                     for p in customer.people]
+
             for supp in self.iter_view_supplements():
                 if hasattr(supp, 'get_context_for_customer'):
                     context = supp.get_context_for_customer(customer, context)