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Add support for "new customer" when creating new custorder

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This commit is contained in:
Lance Edgar 2021-10-06 18:22:29 -04:00
parent 25a019cc12
commit d933dd2723
4 changed files with 283 additions and 35 deletions
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58
tailbone/views/customers.py
View file

@ -450,6 +450,63 @@ class CustomerView(MasterView):
permission='{}.detach_person'.format(permission_prefix))
class PendingCustomerView(MasterView):
"""
Master view for the Pending Customer class.
"""
model_class = model.PendingCustomer
route_prefix = 'pending_customers'
url_prefix = '/customers/pending'
labels = {
'id': "ID",
'status_code': "Status",
}
grid_columns = [
'id',
'display_name',
'first_name',
'last_name',
'phone_number',
'email_address',
'status_code',
]
form_fields = [
'id',
'display_name',
'first_name',
'middle_name',
'last_name',
'phone_number',
'phone_type',
'email_address',
'email_type',
'address_street',
'address_street2',
'address_city',
'address_state',
'address_zipcode',
'address_type',
'status_code',
]
def configure_grid(self, g):
super(PendingCustomerView, self).configure_grid(g)
g.set_enum('status_code', self.enum.PENDING_CUSTOMER_STATUS)
g.set_sort_defaults('display_name')
g.set_link('id')
g.set_link('display_name')
def configure_form(self, f):
super(PendingCustomerView, self).configure_form(f)
f.set_enum('status_code', self.enum.PENDING_CUSTOMER_STATUS)
# # TODO: this is referenced by some custom apps, but should be moved??
# def unique_id(value, field):
# customer = field.parent.model
@ -491,3 +548,4 @@ def includeme(config):
renderer='json', permission='customers.view')
CustomerView.defaults(config)
PendingCustomerView.defaults(config)

13
tailbone/views/custorders/batch.py
View file

@ -31,6 +31,7 @@ import six
from rattail.db import model
import colander
from webhelpers2.html import tags
from tailbone import forms
from tailbone.views.batch import BatchMasterView
@ -61,6 +62,7 @@ class CustomerOrderBatchView(BatchMasterView):
'store',
'customer',
'person',
'pending_customer',
'phone_number',
'email_address',
'params',
@ -151,8 +153,19 @@ class CustomerOrderBatchView(BatchMasterView):
else:
f.set_renderer('person', self.render_person)
# pending_customer
f.set_renderer('pending_customer', self.render_pending_customer)
f.set_type('total_price', 'currency')
def render_pending_customer(self, batch, field):
pending = batch.pending_customer
if not pending:
return
text = six.text_type(pending)
url = self.request.route_url('pending_customers.view', uuid=pending.uuid)
return tags.link_to(text, url)
def row_grid_extra_class(self, row, i):
if row.status_code == row.STATUS_PRODUCT_NOT_FOUND:
return 'warning'

83
tailbone/views/custorders/orders.py
View file

@ -230,6 +230,7 @@ class CustomerOrderView(MasterView):
'unassign_contact',
'update_phone_number',
'update_email_address',
'update_pending_customer',
'get_customer_info',
# 'set_customer_data',
'find_product_by_upc',
@ -252,26 +253,17 @@ class CustomerOrderView(MasterView):
else:
product_autocomplete = 'products.autocomplete'
context = {'batch': batch,
'normalized_batch': self.normalize_batch(batch),
'new_order_requires_customer': self.handler.new_order_requires_customer(),
'allow_contact_info_choice': self.handler.allow_contact_info_choice(),
'restrict_contact_info': self.handler.should_restrict_contact_info(),
'contact_display': self.handler.get_contact_display(batch),
'contact_phones': self.handler.get_contact_phones(batch),
'contact_emails': self.handler.get_contact_emails(batch),
'add_phone_number': bool(batch.get_param('add_phone_number')),
'add_email_address': bool(batch.get_param('add_email_address')),
'contact_profile_url': None,
'contact_notes': self.handler.get_contact_notes(batch),
'order_items': items,
'product_autocomplete_url': self.request.route_url(product_autocomplete)}
context = self.get_context_contact(batch)
# maybe add profile URL
if batch.person_uuid:
if self.request.has_perm('people.view_profile'):
context['contact_profile_url'] = self.request.route_url(
'people.view_profile', uuid=batch.person_uuid)
context.update({
'batch': batch,
'normalized_batch': self.normalize_batch(batch),
'new_order_requires_customer': self.handler.new_order_requires_customer(),
'allow_contact_info_choice': self.handler.allow_contact_info_choice(),
'restrict_contact_info': self.handler.should_restrict_contact_info(),
'order_items': items,
'product_autocomplete_url': self.request.route_url(product_autocomplete),
})
return self.render_to_response(template, context)
@ -403,14 +395,38 @@ class CustomerOrderView(MasterView):
'customer_uuid': batch.customer_uuid,
'person_uuid': batch.person_uuid,
'phone_number': batch.phone_number,
'contact_display': self.handler.get_contact_display(batch),
'email_address': batch.email_address,
'contact_phones': self.handler.get_contact_phones(batch),
'contact_emails': self.handler.get_contact_emails(batch),
'contact_notes': self.handler.get_contact_notes(batch),
'add_phone_number': bool(batch.get_param('add_phone_number')),
'add_email_address': bool(batch.get_param('add_email_address')),
'contact_profile_url': None,
'new_customer_name': None,
'new_customer_phone': None,
'new_customer_email': None,
}
pending = batch.pending_customer
if pending:
context.update({
'new_customer_name': pending.display_name,
'new_customer_phone': pending.phone_number,
'new_customer_email': pending.email_address,
})
# figure out if "contact is known" from user's perspective.
# if we have a uuid then it's definitely known, otherwise if
# we have a pending customer then it's definitely *not* known,
# but if no pending customer yet then we can still "assume" it
# is known, by default, until user specifies otherwise.
contact = self.handler.get_contact(batch)
if contact:
context['contact_is_known'] = True
else:
context['contact_is_known'] = not bool(pending)
# maybe add profile URL
if batch.person_uuid:
if self.request.has_perm('people.view_profile'):
@ -457,6 +473,35 @@ class CustomerOrderView(MasterView):
'email_address': batch.email_address,
}
def update_pending_customer(self, batch, data):
model = self.model
app = self.get_rattail_app()
# clear out any contact it may have
self.handler.unassign_contact(batch)
# create pending customer if needed
pending = batch.pending_customer
if not pending:
pending = model.PendingCustomer()
pending.user = self.request.user
pending.status_code = self.enum.PENDING_CUSTOMER_STATUS_PENDING
batch.pending_customer = pending
# update pending customer info
pending.display_name = data['display_name']
pending.phone_number = app.format_phone_number(data['phone_number'])
pending.email_address = data['email_address']
# also update the batch w/ contact info
batch.phone_number = pending.phone_number
batch.email_address = pending.email_address
self.Session.flush()
context = self.get_context_contact(batch)
context['success'] = True
return context
def product_autocomplete(self):
"""
Custom product autocomplete logic, which invokes the handler.