Add support for "new customer" when creating new custorder
This commit is contained in:
Lance Edgar
parent
25a019cc12
commit
d933dd2723
4 changed files with 283 additions and 35 deletions
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@ -333,19 +333,84 @@
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<br />
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<div class="field">
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<b-radio v-model="contactIsKnown" disabled
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<b-radio v-model="contactIsKnown"
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:native-value="false">
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Customer is not yet in the system.
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</b-radio>
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</div>
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<div v-if="!contactIsKnown">
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<b-field label="Customer Name" horizontal>
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<b-input v-model="customerName"></b-input>
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<div v-if="!contactIsKnown"
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style="padding-left: 10rem; display: flex;">
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<div>
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<b-field label="Customer Name">
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<span>{{ newCustomerName }}</span>
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</b-field>
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<b-field label="Phone Number" horizontal>
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<b-input v-model="phoneNumber"></b-input>
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<b-field grouped>
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<b-field label="Phone Number">
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<span>{{ newCustomerPhone }}</span>
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</b-field>
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<b-field label="Email Address">
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<span>{{ newCustomerEmail }}</span>
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</b-field>
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</b-field>
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</div>
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<div>
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<b-button type="is-primary"
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@click="editNewCustomerInit()"
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icon-pack="fas"
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icon-left="edit">
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Edit New Customer
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</b-button>
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</div>
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<div style="margin-left: 1rem;">
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<b-notification type="is-warning"
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:closable="false">
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<p>Duplicate records can be difficult to clean up!</p>
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<p>Please be sure the customer is not already in the system.</p>
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</b-notification>
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</div>
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<b-modal has-modal-card
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:active.sync="editNewCustomerShowDialog">
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<div class="modal-card">
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<header class="modal-card-head">
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<p class="modal-card-title">Edit New Customer</p>
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</header>
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<section class="modal-card-body">
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<b-field label="Customer Name">
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<b-input v-model="editNewCustomerName"
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ref="editNewCustomerInput">
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</b-input>
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</b-field>
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<b-field grouped>
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<b-field label="Phone Number">
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<b-input v-model="editNewCustomerPhone"></b-input>
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</b-field>
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<b-field label="Email Address">
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<b-input v-model="editNewCustomerEmail"></b-input>
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</b-field>
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</b-field>
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</section>
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<footer class="modal-card-foot">
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<b-button type="is-primary"
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icon-pack="fas"
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icon-left="save"
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:disabled="editNewCustomerSaveDisabled"
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@click="editNewCustomerSave()">
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{{ editNewCustomerSaveText }}
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</b-button>
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<b-button @click="editNewCustomerShowDialog = false">
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Cancel
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</b-button>
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</footer>
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</div>
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</b-modal>
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</div>
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</div>
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@ -577,7 +642,7 @@
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batchTotalPriceDisplay: ${json.dumps(normalized_batch['total_price_display'])|n},
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customerPanelOpen: false,
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contactIsKnown: true,
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contactIsKnown: ${json.dumps(contact_is_known)|n},
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% if new_order_requires_customer:
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contactUUID: ${json.dumps(batch.customer_uuid)|n},
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% else:
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@ -609,10 +674,17 @@
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% endif
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customerName: null,
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phoneNumber: null,
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newCustomerName: ${json.dumps(new_customer_name)|n},
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newCustomerPhone: ${json.dumps(new_customer_phone)|n},
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newCustomerEmail: ${json.dumps(new_customer_email)|n},
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contactNotes: ${json.dumps(contact_notes)|n},
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editNewCustomerShowDialog: false,
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editNewCustomerName: null,
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editNewCustomerPhone: null,
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editNewCustomerEmail: null,
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editNewCustomerSaving: false,
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items: ${json.dumps(order_items)|n},
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editingItem: null,
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showingItemDialog: false,
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@ -646,8 +718,8 @@
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}
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}
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} else {
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if (this.customerName) {
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text = "Customer: " + this.customerName
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if (this.newCustomerName) {
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text = "Customer: " + this.newCustomerName
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}
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}
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@ -700,19 +772,19 @@
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}
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phoneNumber = this.orderPhoneNumber
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} else { // customer is not known
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if (!this.customerName) {
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if (!this.newCustomerName) {
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return {
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type: 'is-danger',
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text: "Please identify the customer.",
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}
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}
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if (!this.phoneNumber) {
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if (!this.newCustomerPhone) {
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return {
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type: 'is-warning',
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text: "Please provide a phone number for the customer.",
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}
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}
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phoneNumber = this.phoneNumber
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phoneNumber = this.newCustomerPhone
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}
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let phoneDigits = phoneNumber.replace(/\D/g, '')
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@ -774,6 +846,26 @@
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% endif
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editNewCustomerSaveDisabled() {
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if (this.editNewCustomerSaving) {
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return true
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}
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if (!this.editNewCustomerName) {
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return true
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}
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if (!(this.editNewCustomerPhone || this.editNewCustomerEmail)) {
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return true
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}
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return false
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},
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editNewCustomerSaveText() {
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if (this.editNewCustomerSaving) {
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return "Working, please wait..."
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}
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return "Save"
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},
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itemsPanelHeader() {
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let text = "Items"
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@ -1044,6 +1136,46 @@
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% endif
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editNewCustomerInit() {
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this.editNewCustomerName = this.newCustomerName
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this.editNewCustomerPhone = this.newCustomerPhone
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this.editNewCustomerEmail = this.newCustomerEmail
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this.editNewCustomerShowDialog = true
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this.$nextTick(() => {
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this.$refs.editNewCustomerInput.focus()
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})
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},
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editNewCustomerSave() {
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this.editNewCustomerSaving = true
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let params = {
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action: 'update_pending_customer',
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display_name: this.editNewCustomerName,
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phone_number: this.editNewCustomerPhone,
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email_address: this.editNewCustomerEmail,
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}
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this.submitBatchData(params, response => {
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if (response.data.success) {
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this.newCustomerName = response.data.new_customer_name
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this.newCustomerPhone = response.data.phone_number
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this.orderPhoneNumber = response.data.phone_number
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this.newCustomerEmail = response.data.email_address
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this.orderEmailAddress = response.data.email_address
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this.editNewCustomerShowDialog = false
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} else {
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this.$buefy.toast.open({
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message: "Save failed: " + (response.data.error || "(unknown error)"),
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type: 'is-danger',
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duration: 2000, // 2 seconds
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})
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}
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this.editNewCustomerSaving = false
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})
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},
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showAddItemDialog() {
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this.customerPanelOpen = false
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this.editingItem = null
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@ -450,6 +450,63 @@ class CustomerView(MasterView):
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permission='{}.detach_person'.format(permission_prefix))
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class PendingCustomerView(MasterView):
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"""
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Master view for the Pending Customer class.
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"""
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model_class = model.PendingCustomer
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route_prefix = 'pending_customers'
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url_prefix = '/customers/pending'
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labels = {
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'id': "ID",
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'status_code': "Status",
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}
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grid_columns = [
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'id',
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'display_name',
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'first_name',
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'last_name',
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'phone_number',
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'email_address',
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'status_code',
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]
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form_fields = [
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'id',
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'display_name',
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'first_name',
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'middle_name',
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'last_name',
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'phone_number',
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'phone_type',
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'email_address',
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'email_type',
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'address_street',
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'address_street2',
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'address_city',
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'address_state',
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'address_zipcode',
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'address_type',
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'status_code',
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]
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def configure_grid(self, g):
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super(PendingCustomerView, self).configure_grid(g)
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g.set_enum('status_code', self.enum.PENDING_CUSTOMER_STATUS)
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g.set_sort_defaults('display_name')
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g.set_link('id')
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g.set_link('display_name')
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def configure_form(self, f):
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super(PendingCustomerView, self).configure_form(f)
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f.set_enum('status_code', self.enum.PENDING_CUSTOMER_STATUS)
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# # TODO: this is referenced by some custom apps, but should be moved??
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# def unique_id(value, field):
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# customer = field.parent.model
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@ -491,3 +548,4 @@ def includeme(config):
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renderer='json', permission='customers.view')
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CustomerView.defaults(config)
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PendingCustomerView.defaults(config)
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@ -31,6 +31,7 @@ import six
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from rattail.db import model
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import colander
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from webhelpers2.html import tags
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from tailbone import forms
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from tailbone.views.batch import BatchMasterView
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@ -61,6 +62,7 @@ class CustomerOrderBatchView(BatchMasterView):
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'store',
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'customer',
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'person',
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'pending_customer',
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'phone_number',
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'email_address',
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'params',
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@ -151,8 +153,19 @@ class CustomerOrderBatchView(BatchMasterView):
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else:
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f.set_renderer('person', self.render_person)
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# pending_customer
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f.set_renderer('pending_customer', self.render_pending_customer)
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f.set_type('total_price', 'currency')
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def render_pending_customer(self, batch, field):
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pending = batch.pending_customer
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if not pending:
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return
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text = six.text_type(pending)
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url = self.request.route_url('pending_customers.view', uuid=pending.uuid)
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return tags.link_to(text, url)
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def row_grid_extra_class(self, row, i):
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if row.status_code == row.STATUS_PRODUCT_NOT_FOUND:
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return 'warning'
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@ -230,6 +230,7 @@ class CustomerOrderView(MasterView):
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'unassign_contact',
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'update_phone_number',
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'update_email_address',
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'update_pending_customer',
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'get_customer_info',
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# 'set_customer_data',
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'find_product_by_upc',
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@ -252,26 +253,17 @@ class CustomerOrderView(MasterView):
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else:
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product_autocomplete = 'products.autocomplete'
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context = {'batch': batch,
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context = self.get_context_contact(batch)
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context.update({
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'batch': batch,
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'normalized_batch': self.normalize_batch(batch),
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'new_order_requires_customer': self.handler.new_order_requires_customer(),
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'allow_contact_info_choice': self.handler.allow_contact_info_choice(),
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'restrict_contact_info': self.handler.should_restrict_contact_info(),
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'contact_display': self.handler.get_contact_display(batch),
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'contact_phones': self.handler.get_contact_phones(batch),
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'contact_emails': self.handler.get_contact_emails(batch),
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'add_phone_number': bool(batch.get_param('add_phone_number')),
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'add_email_address': bool(batch.get_param('add_email_address')),
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'contact_profile_url': None,
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'contact_notes': self.handler.get_contact_notes(batch),
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'order_items': items,
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'product_autocomplete_url': self.request.route_url(product_autocomplete)}
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# maybe add profile URL
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if batch.person_uuid:
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if self.request.has_perm('people.view_profile'):
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context['contact_profile_url'] = self.request.route_url(
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'people.view_profile', uuid=batch.person_uuid)
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'product_autocomplete_url': self.request.route_url(product_autocomplete),
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})
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return self.render_to_response(template, context)
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@ -403,14 +395,38 @@ class CustomerOrderView(MasterView):
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'customer_uuid': batch.customer_uuid,
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'person_uuid': batch.person_uuid,
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'phone_number': batch.phone_number,
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'contact_display': self.handler.get_contact_display(batch),
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'email_address': batch.email_address,
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'contact_phones': self.handler.get_contact_phones(batch),
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'contact_emails': self.handler.get_contact_emails(batch),
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'contact_notes': self.handler.get_contact_notes(batch),
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'add_phone_number': bool(batch.get_param('add_phone_number')),
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'add_email_address': bool(batch.get_param('add_email_address')),
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'contact_profile_url': None,
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'new_customer_name': None,
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'new_customer_phone': None,
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'new_customer_email': None,
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}
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pending = batch.pending_customer
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if pending:
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context.update({
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'new_customer_name': pending.display_name,
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'new_customer_phone': pending.phone_number,
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'new_customer_email': pending.email_address,
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})
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# figure out if "contact is known" from user's perspective.
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# if we have a uuid then it's definitely known, otherwise if
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# we have a pending customer then it's definitely *not* known,
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# but if no pending customer yet then we can still "assume" it
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# is known, by default, until user specifies otherwise.
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contact = self.handler.get_contact(batch)
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if contact:
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context['contact_is_known'] = True
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else:
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context['contact_is_known'] = not bool(pending)
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# maybe add profile URL
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if batch.person_uuid:
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if self.request.has_perm('people.view_profile'):
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@ -457,6 +473,35 @@ class CustomerOrderView(MasterView):
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'email_address': batch.email_address,
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}
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def update_pending_customer(self, batch, data):
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model = self.model
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app = self.get_rattail_app()
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# clear out any contact it may have
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self.handler.unassign_contact(batch)
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# create pending customer if needed
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pending = batch.pending_customer
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if not pending:
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pending = model.PendingCustomer()
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pending.user = self.request.user
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pending.status_code = self.enum.PENDING_CUSTOMER_STATUS_PENDING
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batch.pending_customer = pending
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# update pending customer info
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pending.display_name = data['display_name']
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pending.phone_number = app.format_phone_number(data['phone_number'])
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pending.email_address = data['email_address']
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# also update the batch w/ contact info
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batch.phone_number = pending.phone_number
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batch.email_address = pending.email_address
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self.Session.flush()
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context = self.get_context_contact(batch)
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context['success'] = True
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return context
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def product_autocomplete(self):
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"""
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Custom product autocomplete logic, which invokes the handler.
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