Add support for "new customer" when creating new custorder

tailbone/templates/custorders/create.mako

@@ -333,19 +333,84 @@
 
             <br />
             <div class="field">
-              <b-radio v-model="contactIsKnown" disabled
+              <b-radio v-model="contactIsKnown"
                        :native-value="false">
                 Customer is not yet in the system.
               </b-radio>
             </div>
 
-            <div v-if="!contactIsKnown">
+            <div v-if="!contactIsKnown"
-              <b-field label="Customer Name" horizontal>
+                 style="padding-left: 10rem; display: flex;">
-                <b-input v-model="customerName"></b-input>
+              <div>
-              </b-field>
+                <b-field label="Customer Name">
-              <b-field label="Phone Number" horizontal>
+                  <span>{{ newCustomerName }}</span>
-                <b-input v-model="phoneNumber"></b-input>
+                </b-field>
-              </b-field>
+                <b-field grouped>
+                  <b-field label="Phone Number">
+                    <span>{{ newCustomerPhone }}</span>
+                  </b-field>
+                  <b-field label="Email Address">
+                    <span>{{ newCustomerEmail }}</span>
+                  </b-field>
+                </b-field>
+              </div>
+
+              <div>
+                <b-button type="is-primary"
+                          @click="editNewCustomerInit()"
+                          icon-pack="fas"
+                          icon-left="edit">
+                  Edit New Customer
+                </b-button>
+              </div>
+
+              <div style="margin-left: 1rem;">
+                <b-notification type="is-warning"
+                                :closable="false">
+                  <p>Duplicate records can be difficult to clean up!</p>
+                  <p>Please be sure the customer is not already in the system.</p>
+                </b-notification>
+              </div>
+
+              <b-modal has-modal-card
+                       :active.sync="editNewCustomerShowDialog">
+                <div class="modal-card">
+
+                  <header class="modal-card-head">
+                    <p class="modal-card-title">Edit New Customer</p>
+                  </header>
+
+                  <section class="modal-card-body">
+                    <b-field label="Customer Name">
+                      <b-input v-model="editNewCustomerName"
+                               ref="editNewCustomerInput">
+                      </b-input>
+                    </b-field>
+                    <b-field grouped>
+                      <b-field label="Phone Number">
+                        <b-input v-model="editNewCustomerPhone"></b-input>
+                      </b-field>
+                      <b-field label="Email Address">
+                        <b-input v-model="editNewCustomerEmail"></b-input>
+                      </b-field>
+                    </b-field>
+                  </section>
+
+                  <footer class="modal-card-foot">
+                    <b-button type="is-primary"
+                              icon-pack="fas"
+                              icon-left="save"
+                              :disabled="editNewCustomerSaveDisabled"
+                              @click="editNewCustomerSave()">
+                      {{ editNewCustomerSaveText }}
+                    </b-button>
+                    <b-button @click="editNewCustomerShowDialog = false">
+                      Cancel
+                    </b-button>
+                  </footer>
+                </div>
+              </b-modal>
+
             </div>
 
           </div>
@@ -577,7 +642,7 @@
                 batchTotalPriceDisplay: ${json.dumps(normalized_batch['total_price_display'])|n},
 
                 customerPanelOpen: false,
-                contactIsKnown: true,
+                contactIsKnown: ${json.dumps(contact_is_known)|n},
                 % if new_order_requires_customer:
                 contactUUID: ${json.dumps(batch.customer_uuid)|n},
                 % else:
@@ -609,10 +674,17 @@
 
                 % endif
 
-                customerName: null,
+                newCustomerName: ${json.dumps(new_customer_name)|n},
-                phoneNumber: null,
+                newCustomerPhone: ${json.dumps(new_customer_phone)|n},
+                newCustomerEmail: ${json.dumps(new_customer_email)|n},
                 contactNotes: ${json.dumps(contact_notes)|n},
 
+                editNewCustomerShowDialog: false,
+                editNewCustomerName: null,
+                editNewCustomerPhone: null,
+                editNewCustomerEmail: null,
+                editNewCustomerSaving: false,
+
                 items: ${json.dumps(order_items)|n},
                 editingItem: null,
                 showingItemDialog: false,
@@ -646,8 +718,8 @@
                         }
                     }
                 } else {
-                    if (this.customerName) {
+                    if (this.newCustomerName) {
-                        text = "Customer: " + this.customerName
+                        text = "Customer: " + this.newCustomerName
                     }
                 }
 
@@ -700,19 +772,19 @@
                     }
                     phoneNumber = this.orderPhoneNumber
                 } else { // customer is not known
-                    if (!this.customerName) {
+                    if (!this.newCustomerName) {
                         return {
                             type: 'is-danger',
                             text: "Please identify the customer.",
                         }
                     }
-                    if (!this.phoneNumber) {
+                    if (!this.newCustomerPhone) {
                         return {
                             type: 'is-warning',
                             text: "Please provide a phone number for the customer.",
                         }
                     }
-                    phoneNumber = this.phoneNumber
+                    phoneNumber = this.newCustomerPhone
                 }
 
                 let phoneDigits = phoneNumber.replace(/\D/g, '')
@@ -774,6 +846,26 @@
 
             % endif
 
+            editNewCustomerSaveDisabled() {
+                if (this.editNewCustomerSaving) {
+                    return true
+                }
+                if (!this.editNewCustomerName) {
+                    return true
+                }
+                if (!(this.editNewCustomerPhone || this.editNewCustomerEmail)) {
+                    return true
+                }
+                return false
+            },
+
+            editNewCustomerSaveText() {
+                if (this.editNewCustomerSaving) {
+                    return "Working, please wait..."
+                }
+                return "Save"
+            },
+
             itemsPanelHeader() {
                 let text = "Items"
 
@@ -1044,6 +1136,46 @@
 
             % endif
 
+            editNewCustomerInit() {
+                this.editNewCustomerName = this.newCustomerName
+                this.editNewCustomerPhone = this.newCustomerPhone
+                this.editNewCustomerEmail = this.newCustomerEmail
+                this.editNewCustomerShowDialog = true
+                this.$nextTick(() => {
+                    this.$refs.editNewCustomerInput.focus()
+                })
+            },
+
+            editNewCustomerSave() {
+                this.editNewCustomerSaving = true
+
+                let params = {
+                    action: 'update_pending_customer',
+                    display_name: this.editNewCustomerName,
+                    phone_number: this.editNewCustomerPhone,
+                    email_address: this.editNewCustomerEmail,
+                }
+
+                this.submitBatchData(params, response => {
+                    if (response.data.success) {
+                        this.newCustomerName = response.data.new_customer_name
+                        this.newCustomerPhone = response.data.phone_number
+                        this.orderPhoneNumber = response.data.phone_number
+                        this.newCustomerEmail = response.data.email_address
+                        this.orderEmailAddress = response.data.email_address
+                        this.editNewCustomerShowDialog = false
+                    } else {
+                        this.$buefy.toast.open({
+                            message: "Save failed: " + (response.data.error || "(unknown error)"),
+                            type: 'is-danger',
+                            duration: 2000, // 2 seconds
+                        })
+                    }
+                    this.editNewCustomerSaving = false
+                })
+
+            },
+
             showAddItemDialog() {
                 this.customerPanelOpen = false
                 this.editingItem = null

tailbone/views/customers.py

@@ -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)

tailbone/views/custorders/batch.py

@@ -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'

tailbone/views/custorders/orders.py

@@ -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,
+        context = self.get_context_contact(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)}
 
-        # maybe add profile URL
+        context.update({
-        if batch.person_uuid:
+            'batch': batch,
-            if self.request.has_perm('people.view_profile'):
+            'normalized_batch': self.normalize_batch(batch),
-                context['contact_profile_url'] = self.request.route_url(
+            'new_order_requires_customer': self.handler.new_order_requires_customer(),
-                    'people.view_profile', uuid=batch.person_uuid)
+            '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.