Add "generic" Employee tab feature, for profile view
i.e. this now exposes a way to begin/end employment status for a person, and invokes the "employment handler" accordingly
This commit is contained in:
parent
c87a452471
commit
e5d5850327
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@ -2,7 +2,8 @@
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<%inherit file="/master/view.mako" />
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<%def name="page_content()">
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<profile-info></profile-info>
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<profile-info @change-content-title="changeContentTitle">
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</profile-info>
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</%def>
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<%def name="render_this_page()">
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@ -179,9 +180,207 @@
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% endif
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</%def>
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<%def name="render_this_page_template()">
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${parent.render_this_page_template()}
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<%def name="render_employee_tab_template()">
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<script type="text/x-template" id="employee-tab-template">
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<div>
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<div style="display: flex; justify-content: space-between;">
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<div style="flex-grow: 1;">
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<div v-if="employee.exists">
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<b-field horizontal label="Employee ID">
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<span>{{ employee.id }}</span>
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</b-field>
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<b-field horizontal label="Employee Status">
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<span>{{ employee.current ? "current" : "former" }}</span>
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</b-field>
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<b-field horizontal label="Start Date">
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<span>{{ employee.startDate }}</span>
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</b-field>
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<b-field horizontal label="End Date">
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<span>{{ employee.endDate }}</span>
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</b-field>
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<br />
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<p><strong>Employee History</strong></p>
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<br />
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<b-table :data="employeeHistory.data">
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<template slot-scope="props">
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<b-table-column field="start_date" label="Start Date">
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{{ props.row.start_date }}
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</b-table-column>
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<b-table-column field="end_date" label="End Date">
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{{ props.row.end_date }}
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</b-table-column>
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% if request.has_perm('people_profile.edit_employee_history'):
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<b-table-column field="actions" label="Actions">
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<a href="#" @click.prevent="editEmployeeHistory(props.row)">
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<i class="fas fa-edit"></i>
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Edit
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</a>
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</b-table-column>
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% endif
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</template>
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</b-table>
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</div>
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<p v-if="!employee.exists">
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${person} has never been an employee.
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</p>
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</div>
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<div>
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<div class="buttons">
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% if request.has_perm('people_profile.toggle_employee'):
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<b-button v-if="!employee.current"
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type="is-primary"
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@click="showStartEmployee()">
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${person} is now an Employee
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</b-button>
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<b-button v-if="employee.current"
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type="is-primary"
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@click="showStopEmployeeDialog = true">
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${person} is no longer an Employee
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</b-button>
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<b-modal has-modal-card
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:active.sync="showStartEmployeeDialog">
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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">Employee Start</p>
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</header>
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<section class="modal-card-body">
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<b-field label="Employee Number">
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<b-input v-model="employeeID"></b-input>
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</b-field>
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<b-field label="Start Date">
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<tailbone-datepicker v-model="employeeStartDate"></tailbone-datepicker>
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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 @click="showStartEmployeeDialog = false">
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Cancel
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</b-button>
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<once-button type="is-primary"
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@click="startEmployee()"
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:disabled="!employeeStartDate"
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text="Save">
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</once-button>
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</footer>
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</div>
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</b-modal>
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<b-modal has-modal-card
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:active.sync="showStopEmployeeDialog">
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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">Employee End</p>
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</header>
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<section class="modal-card-body">
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<b-field label="End Date"
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:type="employeeEndDate ? null : 'is-danger'">
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<tailbone-datepicker v-model="employeeEndDate"></tailbone-datepicker>
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</b-field>
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<b-field label="Revoke Internal App Access">
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<b-checkbox v-model="employeeRevokeAccess">
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</b-checkbox>
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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 @click="showStopEmployeeDialog = false">
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Cancel
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</b-button>
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<once-button type="is-primary"
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@click="endEmployee()"
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:disabled="!employeeEndDate"
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text="Save">
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</once-button>
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</footer>
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</div>
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</b-modal>
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% endif
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% if request.has_perm('people_profile.edit_employee_history'):
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<b-modal has-modal-card
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:active.sync="showEditEmployeeHistoryDialog">
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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 Employee History</p>
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</header>
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<section class="modal-card-body">
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<b-field label="Start Date">
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<tailbone-datepicker v-model="employeeHistoryStartDate"></tailbone-datepicker>
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</b-field>
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<b-field label="End Date">
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<tailbone-datepicker v-model="employeeHistoryEndDate"
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:disabled="!employeeHistoryEndDateRequired">
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</tailbone-datepicker>
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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 @click="showEditEmployeeHistoryDialog = false">
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Cancel
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</b-button>
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<once-button type="is-primary"
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@click="saveEmployeeHistory()"
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:disabled="!employeeHistoryStartDate || (employeeHistoryEndDateRequired && !employeeHistoryEndDate)"
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text="Save">
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</once-button>
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</footer>
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</div>
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</b-modal>
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% endif
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% if request.has_perm('employees.view'):
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<b-button v-if="employee.viewURL"
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tag="a" :href="employee.viewURL">
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View Employee
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</b-button>
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% endif
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</div>
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</div>
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</div>
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</div>
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</script>
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</%def>
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<%def name="render_employee_tab()">
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<b-tab-item label="Employee"
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icon-pack="fas"
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:icon="employee.current ? 'check' : null">
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<employee-tab :employee="employee"
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:employee-history="employeeHistory"
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@change-content-title="changeContentTitle">
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</employee-tab>
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</b-tab-item>
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</%def>
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<%def name="render_profile_info_template()">
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<script type="text/x-template" id="profile-info-template">
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<div>
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<b-tabs v-model="activeTab" type="is-boxed">
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@ -322,98 +521,7 @@
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${self.render_member_tab()}
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<b-tab-item label="Employee" ${'icon="check" icon-pack="fas"' if employee else ''|n}>
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% if employee:
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<div style="display: flex; justify-content: space-between;">
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<div>
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<div class="field-wrapper id">
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<div class="field-row">
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<label>ID</label>
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<div class="field">
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${employee.id or ''}
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</div>
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</div>
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</div>
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<div class="field-wrapper display_name">
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<div class="field-row">
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<label>Display Name</label>
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<div class="field">
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${employee.display_name or ''}
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</div>
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</div>
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</div>
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<div class="field-wrapper status">
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<div class="field-row">
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<label>Status</label>
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<div class="field">
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${enum.EMPLOYEE_STATUS.get(employee.status, '')}
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</div>
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</div>
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</div>
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% if employee.phones:
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% for phone in employee.phones:
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<div class="field-wrapper">
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<div class="field-row">
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<label>Phone Number</label>
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<div class="field">
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${phone.number} (type: ${phone.type})
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</div>
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</div>
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</div>
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% endfor
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% else:
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<div class="field-wrapper">
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<div class="field-row">
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<label>Phone Number</label>
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<div class="field">
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(none on file)
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</div>
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</div>
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</div>
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% endif
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% if employee.emails:
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% for email in employee.emails:
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<div class="field-wrapper">
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<div class="field-row">
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<label>Email Address</label>
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<div class="field">
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${email.address} (type: ${email.type})
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</div>
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</div>
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</div>
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% endfor
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% else:
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<div class="field-wrapper">
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<div class="field-row">
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<label>Email Address</label>
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<div class="field">
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(none on file)
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</div>
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</div>
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</div>
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% endif
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</div>
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<div>
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% if request.has_perm('employees.view'):
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${h.link_to("View Employee", url('employees.view', uuid=employee.uuid), class_='button')}
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% endif
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</div>
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</div>
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% else:
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<p>${person} has never been an employee.</p>
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% endif
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</b-tab-item><!-- Employee -->
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${self.render_employee_tab()}
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<b-tab-item label="User" ${'icon="check" icon-pack="fas"' if person.users else ''|n}>
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% if person.users:
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@ -477,8 +585,213 @@
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</script>
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</%def>
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<%def name="make_this_page_component()">
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${parent.make_this_page_component()}
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<%def name="render_this_page_template()">
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${parent.render_this_page_template()}
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${self.render_employee_tab_template()}
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${self.render_profile_info_template()}
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</%def>
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<%def name="set_employee_data()">
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<script type="text/javascript">
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let EmployeeData = {
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exists: ${json.dumps(bool(employee))|n},
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viewURL: ${json.dumps(employee_view_url)|n},
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current: ${json.dumps(bool(employee and employee.status == enum.EMPLOYEE_STATUS_CURRENT))|n},
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startDate: ${json.dumps(six.text_type(employee_history.start_date) if employee_history else None)|n},
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endDate: ${json.dumps(six.text_type(employee_history.end_date) if employee_history and employee_history.end_date else None)|n},
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id: ${json.dumps(employee.id if employee else None)|n},
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}
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let EmployeeHistoryData = {
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data: ${json.dumps(employee_history_data)|n},
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}
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</script>
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</%def>
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<%def name="declare_employee_tab_vars()">
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<script type="text/javascript">
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let EmployeeTab = {
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template: '#employee-tab-template',
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props: {
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employee: Object,
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employeeHistory: Object,
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},
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data() {
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return {
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showStartEmployeeDialog: false,
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employeeID: null,
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employeeStartDate: null,
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showStopEmployeeDialog: false,
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employeeEndDate: null,
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employeeRevokeAccess: false,
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showEditEmployeeHistoryDialog: false,
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employeeHistoryUUID: null,
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employeeHistoryStartDate: null,
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employeeHistoryEndDate: null,
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employeeHistoryEndDateRequired: false,
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## TODO: should find a better way to handle CSRF token
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csrftoken: ${json.dumps(request.session.get_csrf_token() or request.session.new_csrf_token())|n},
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}
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},
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methods: {
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changeContentTitle(newTitle) {
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this.$emit('change-content-title', newTitle)
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},
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% if request.has_perm('people_profile.toggle_employee'):
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showStartEmployee() {
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this.employeeID = this.employee.id
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this.showStartEmployeeDialog = true
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},
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startEmployee() {
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let url = '${url('people.profile_start_employee', uuid=person.uuid)}'
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let params = {
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id: this.employeeID,
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start_date: this.employeeStartDate,
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}
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let headers = {
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## TODO: should find a better way to handle CSRF token
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'X-CSRF-TOKEN': this.csrftoken,
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}
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## TODO: should find a better way to handle CSRF token
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this.$http.post(url, params, {headers: headers}).then(({ data }) => {
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if (data.success) {
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this.startEmployeeSuccess(data)
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} else {
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this.$buefy.toast.open({
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message: "Save failed: " + data.error,
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type: 'is-danger',
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duration: 4000, // 4 seconds
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})
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}
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}, response => {
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alert("Unexpected error occurred!")
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})
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},
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startEmployeeSuccess(data) {
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this.employee.exists = true
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this.employee.id = data.employee_id
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this.employee.viewURL = data.employee_view_url
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this.employee.current = true
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this.employee.startDate = data.start_date
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this.employee.endDate = null
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this.employeeHistory.data = data.employee_history_data
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// this.customerNumber = data.customer_number
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this.employeeEndDate = null
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this.$emit('change-content-title', data.dynamic_content_title)
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// this.posTabStale = true
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this.showStartEmployeeDialog = false
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},
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endEmployee() {
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let url = '${url('people.profile_end_employee', uuid=person.uuid)}'
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let params = {
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end_date: this.employeeEndDate,
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revoke_access: this.employeeRevokeAccess,
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}
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let headers = {
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## TODO: should find a better way to handle CSRF token
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'X-CSRF-TOKEN': this.csrftoken,
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}
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## TODO: should find a better way to handle CSRF token
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this.$http.post(url, params, {headers: headers}).then(({ data }) => {
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if (data.success) {
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this.endEmployeeSuccess(data)
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} else {
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this.$buefy.toast.open({
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message: "Save failed: " + data.error,
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type: 'is-danger',
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duration: 4000, // 4 seconds
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})
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}
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}, response => {
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alert("Unexpected error occurred!")
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})
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},
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endEmployeeSuccess(data) {
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this.employee.current = false
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this.employee.endDate = data.end_date
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this.employeeHistory.data = data.employee_history_data
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this.employeeStartDate = null
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this.$emit('change-content-title', data.dynamic_content_title)
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// this.memberTabStale = true
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// this.posTabStale = true
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this.showStopEmployeeDialog = false
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},
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% endif
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% if request.has_perm('people_profile.edit_employee_history'):
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editEmployeeHistory(row) {
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this.employeeHistoryUUID = row.uuid
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this.employeeHistoryStartDate = row.start_date
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this.employeeHistoryEndDate = row.end_date
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this.employeeHistoryEndDateRequired = !!row.end_date
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this.showEditEmployeeHistoryDialog = true
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},
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saveEmployeeHistory() {
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let url = '${url('people.profile_edit_employee_history', uuid=person.uuid)}'
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let params = {
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uuid: this.employeeHistoryUUID,
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start_date: this.employeeHistoryStartDate,
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end_date: this.employeeHistoryEndDate,
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}
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let headers = {
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## TODO: should find a better way to handle CSRF token
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'X-CSRF-TOKEN': this.csrftoken,
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}
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## TODO: should find a better way to handle CSRF token
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this.$http.post(url, params, {headers: headers}).then(({ data }) => {
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if (data.success) {
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this.employee.startDate = data.start_date
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this.employee.endDate = data.end_date
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this.employeeHistory.data = data.employee_history_data
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}
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this.showEditEmployeeHistoryDialog = false
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})
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},
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% endif
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},
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}
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</script>
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</%def>
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<%def name="make_employee_tab_component()">
|
||||
${self.declare_employee_tab_vars()}
|
||||
<script type="text/javascript">
|
||||
|
||||
Vue.component('employee-tab', EmployeeTab)
|
||||
|
||||
</script>
|
||||
</%def>
|
||||
|
||||
<%def name="make_profile_info_component()">
|
||||
<script type="text/javascript">
|
||||
|
||||
const ProfileInfo = {
|
||||
|
@ -489,8 +802,15 @@
|
|||
person: ${json.dumps(person_data)|n},
|
||||
customers: ${json.dumps(customers_data)|n},
|
||||
members: ${json.dumps(members_data)|n},
|
||||
employee: EmployeeData,
|
||||
employeeHistory: EmployeeHistoryData,
|
||||
}
|
||||
},
|
||||
methods: {
|
||||
changeContentTitle(newTitle) {
|
||||
this.$emit('change-content-title', newTitle)
|
||||
},
|
||||
},
|
||||
}
|
||||
|
||||
Vue.component('profile-info', ProfileInfo)
|
||||
|
@ -498,5 +818,23 @@
|
|||
</script>
|
||||
</%def>
|
||||
|
||||
<%def name="modify_this_page_vars()">
|
||||
${parent.modify_this_page_vars()}
|
||||
<script type="text/javascript">
|
||||
|
||||
ThisPage.methods.changeContentTitle = function(newTitle) {
|
||||
this.$emit('change-content-title', newTitle)
|
||||
}
|
||||
|
||||
</script>
|
||||
</%def>
|
||||
|
||||
<%def name="make_this_page_component()">
|
||||
${parent.make_this_page_component()}
|
||||
${self.set_employee_data()}
|
||||
${self.make_employee_tab_component()}
|
||||
${self.make_profile_info_component()}
|
||||
</%def>
|
||||
|
||||
|
||||
${parent.body()}
|
||||
|
|
|
@ -76,6 +76,14 @@ class View(object):
|
|||
"""
|
||||
return getattr(self.request, 'rattail_config', None)
|
||||
|
||||
def get_rattail_app(self):
|
||||
"""
|
||||
Returns the Rattail ``AppHandler`` instance, creating it if necessary.
|
||||
"""
|
||||
if not hasattr(self, 'rattail_app'):
|
||||
self.rattail_app = self.rattail_config.get_app()
|
||||
return self.rattail_app
|
||||
|
||||
def forbidden(self):
|
||||
"""
|
||||
Convenience method, to raise a HTTP 403 Forbidden exception.
|
||||
|
|
|
@ -26,6 +26,8 @@ Person Views
|
|||
|
||||
from __future__ import unicode_literals, absolute_import
|
||||
|
||||
import datetime
|
||||
|
||||
import six
|
||||
import sqlalchemy as sa
|
||||
from sqlalchemy import orm
|
||||
|
@ -432,6 +434,15 @@ class PeopleView(MasterView):
|
|||
'view_profile_url': profile_url,
|
||||
}
|
||||
|
||||
def get_context_employee(self, employee):
|
||||
"""
|
||||
Return a dict of context data for the given employee.
|
||||
"""
|
||||
app = self.get_rattail_app()
|
||||
handler = app.get_employment_handler()
|
||||
context = handler.get_context_employee(employee)
|
||||
return context
|
||||
|
||||
def get_context_employee_history(self, employee):
|
||||
data = []
|
||||
if employee:
|
||||
|
@ -443,6 +454,104 @@ class PeopleView(MasterView):
|
|||
})
|
||||
return data
|
||||
|
||||
def ensure_customer(self, person):
|
||||
"""
|
||||
Return the `Customer` record for the given person, establishing it
|
||||
first if necessary.
|
||||
"""
|
||||
app = self.get_rattail_app()
|
||||
handler = app.get_clientele_handler()
|
||||
customer = handler.ensure_customer(person)
|
||||
return customer
|
||||
|
||||
def profile_start_employee(self):
|
||||
"""
|
||||
View which will cause the person to start being an employee.
|
||||
"""
|
||||
person = self.get_instance()
|
||||
app = self.get_rattail_app()
|
||||
handler = app.get_employment_handler()
|
||||
|
||||
reason = handler.why_not_begin_employment(person)
|
||||
if reason:
|
||||
return {'error': reason}
|
||||
|
||||
data = self.request.json_body
|
||||
start_date = datetime.datetime.strptime(data['start_date'], '%Y-%m-%d').date()
|
||||
employee = handler.begin_employment(person, start_date,
|
||||
employee_id=data['id'])
|
||||
return self.profile_start_employee_result(employee, start_date)
|
||||
|
||||
def profile_start_employee_result(self, employee, start_date):
|
||||
return {
|
||||
'success': True,
|
||||
'employee': self.get_context_employee(employee),
|
||||
'employee_view_url': self.request.route_url('employees.view', uuid=employee.uuid),
|
||||
'start_date': six.text_type(start_date),
|
||||
'employee_history_data': self.get_context_employee_history(employee),
|
||||
}
|
||||
|
||||
def profile_end_employee(self):
|
||||
"""
|
||||
View which will cause the person to stop being an employee.
|
||||
"""
|
||||
person = self.get_instance()
|
||||
app = self.get_rattail_app()
|
||||
handler = app.get_employment_handler()
|
||||
|
||||
reason = handler.why_not_end_employment(person)
|
||||
if reason:
|
||||
return {'error': reason}
|
||||
|
||||
data = dict(self.request.json_body)
|
||||
end_date = datetime.datetime.strptime(data['end_date'], '%Y-%m-%d').date()
|
||||
employee = handler.get_employee(person)
|
||||
handler.end_employment(employee, end_date,
|
||||
revoke_access=data.get('revoke_access'))
|
||||
return self.profile_end_employee_result(employee, end_date)
|
||||
|
||||
def profile_end_employee_result(self, employee, end_date):
|
||||
return {
|
||||
'success': True,
|
||||
'employee': self.get_context_employee(employee),
|
||||
'employee_view_url': self.request.route_url('employees.view', uuid=employee.uuid),
|
||||
'end_date': six.text_type(end_date),
|
||||
'employee_history_data': self.get_context_employee_history(employee),
|
||||
}
|
||||
|
||||
def profile_edit_employee_history(self):
|
||||
"""
|
||||
AJAX view for updating an employee history record.
|
||||
"""
|
||||
person = self.get_instance()
|
||||
employee = person.employee
|
||||
|
||||
uuid = self.request.json_body['uuid']
|
||||
history = self.Session.query(model.EmployeeHistory).get(uuid)
|
||||
if not history or history not in employee.history:
|
||||
return {'error': "Must specify a valid Employee History record for this Person."}
|
||||
|
||||
# all history records have a start date, so always update that
|
||||
start_date = self.request.json_body['start_date']
|
||||
start_date = datetime.datetime.strptime(start_date, '%Y-%m-%d').date()
|
||||
history.start_date = start_date
|
||||
|
||||
# only update end_date if history already had one
|
||||
if history.end_date:
|
||||
end_date = self.request.json_body['end_date']
|
||||
end_date = datetime.datetime.strptime(end_date, '%Y-%m-%d').date()
|
||||
history.end_date = end_date
|
||||
|
||||
self.Session.flush()
|
||||
current_history = employee.get_current_history()
|
||||
|
||||
return {
|
||||
'success': True,
|
||||
'start_date': six.text_type(current_history.start_date),
|
||||
'end_date': six.text_type(current_history.end_date or ''),
|
||||
'employee_history_data': self.get_context_employee_history(employee),
|
||||
}
|
||||
|
||||
def make_note_form(self, mode, person):
|
||||
schema = NoteSchema().bind(session=self.Session(),
|
||||
person_uuid=person.uuid)
|
||||
|
@ -545,6 +654,7 @@ class PeopleView(MasterView):
|
|||
permission_prefix = cls.get_permission_prefix()
|
||||
route_prefix = cls.get_route_prefix()
|
||||
url_prefix = cls.get_url_prefix()
|
||||
instance_url_prefix = cls.get_instance_url_prefix()
|
||||
model_key = cls.get_model_key()
|
||||
model_title = cls.get_model_title()
|
||||
|
||||
|
@ -564,6 +674,24 @@ class PeopleView(MasterView):
|
|||
config.add_view(cls, attr='view_profile', route_name='{}.view_profile'.format(route_prefix),
|
||||
permission='{}.view_profile'.format(permission_prefix))
|
||||
|
||||
# profile - start employee
|
||||
config.add_route('{}.profile_start_employee'.format(route_prefix), '{}/profile/start-employee'.format(instance_url_prefix),
|
||||
request_method='POST')
|
||||
config.add_view(cls, attr='profile_start_employee', route_name='{}.profile_start_employee'.format(route_prefix),
|
||||
permission='people_profile.toggle_employee', renderer='json')
|
||||
|
||||
# profile - end employee
|
||||
config.add_route('{}.profile_end_employee'.format(route_prefix), '{}/profile/end-employee'.format(instance_url_prefix),
|
||||
request_method='POST')
|
||||
config.add_view(cls, attr='profile_end_employee', route_name='{}.profile_end_employee'.format(route_prefix),
|
||||
permission='people_profile.toggle_employee', renderer='json')
|
||||
|
||||
# profile - edit employee history
|
||||
config.add_route('{}.profile_edit_employee_history'.format(route_prefix), '{}/profile/edit-employee-history'.format(instance_url_prefix),
|
||||
request_method='POST')
|
||||
config.add_view(cls, attr='profile_edit_employee_history', route_name='{}.profile_edit_employee_history'.format(route_prefix),
|
||||
permission='people_profile.edit_employee_history', renderer='json')
|
||||
|
||||
# manage notes from profile view
|
||||
if cls.manage_notes_from_profile_view:
|
||||
|
||||
|
|
Loading…
Reference in a new issue