Improve shoppers/people display for Customer tab in profile view

also expose settings for people/clientele handlers

tailbone/templates/customers/configure.mako

@@ -62,6 +62,14 @@
       </b-checkbox>
     </b-field>
 
+    <b-field label="Clientele Handler"
+             message="Leave blank for default handler.">
+      <b-input name="rattail.clientele.handler"
+               v-model="simpleSettings['rattail.clientele.handler']"
+               @input="settingsNeedSaved = true">
+      </b-input>
+    </b-field>
+
   </div>
 
   <h3 class="block is-size-3">POS</h3>

tailbone/templates/people/configure.mako

@@ -15,6 +15,14 @@
       </b-checkbox>
     </b-field>
 
+    <b-field label="People Handler"
+             message="Leave blank for default handler.">
+      <b-input name="rattail.people.handler"
+               v-model="simpleSettings['rattail.people.handler']"
+               @input="settingsNeedSaved = true">
+      </b-input>
+    </b-field>
+
   </div>
 </%def>
 

tailbone/templates/people/view_profile_buefy.mako

@@ -697,25 +697,55 @@
                 {{ customer._key }}
               </b-field>
 
-              <b-field horizontal label="Name">
+              <b-field horizontal label="Account Name">
                 {{ customer.name }}
               </b-field>
 
-              <b-field horizontal label="People">
-                <ul>
-                  <li v-for="p in customer.people"
-                      :key="p.uuid">
-                    <a v-if="p.uuid != person.uuid"
-                       :href="p.view_profile_url">
-                      {{ p.display_name }}
-                    </a>
-                    <span v-if="p.uuid == person.uuid">
-                      {{ p.display_name }}
-                    </span>
-                  </li>
-                </ul>
+              <b-field horizontal label="Account Holder">
+                <span v-if="customer.account_holder && customer.account_holder.uuid == person.uuid">
+                  {{ customer.account_holder.display_name }}
+                </span>
+                <a v-if="customer.account_holder && customer.account_holder.uuid != person.uuid"
+                   :href="customer.account_holder.view_profile_url">
+                  {{ customer.account_holder.display_name }}
+                </a>
+                <span v-if="!customer.account_holder"></span>
               </b-field>
 
+              % if expose_customer_shoppers:
+                  <b-field horizontal label="Shoppers">
+                    <ul>
+                      <li v-for="shopper in customer.shoppers"
+                          :key="shopper.uuid">
+                        <a v-if="shopper.person_uuid != person.uuid"
+                           :href="shopper.view_profile_url">
+                          {{ shopper.display_name }}
+                        </a>
+                        <span v-if="shopper.person_uuid == person.uuid">
+                          {{ shopper.display_name }}
+                        </span>
+                      </li>
+                    </ul>
+                  </b-field>
+              % endif
+
+              % if expose_customer_people:
+                  <b-field horizontal label="People">
+                    <ul>
+                      <li v-for="p in customer.people"
+                          :key="p.uuid">
+                        <a v-if="p.uuid != person.uuid"
+                           :href="p.view_profile_url">
+                          {{ p.display_name }}
+                        </a>
+                        <span v-if="p.uuid == person.uuid">
+                          {{ p.display_name }}
+                        </span>
+                      </li>
+                    </ul>
+                  </b-field>
+              % endif
+
               <b-field horizontal label="Address"
                        v-for="address in customer.addresses"
                        :key="address.uuid">

tailbone/views/customers.py

@@ -57,6 +57,7 @@ class CustomerView(MasterView):
 
     labels = {
         'id': "ID",
+        'name': "Account Name",
         'default_phone': "Phone Number",
         'default_email': "Email Address",
         'default_address': "Physical Address",
@@ -74,6 +75,7 @@ class CustomerView(MasterView):
     form_fields = [
         '_customer_key_',
         'name',
+        'account_holder',
         'default_phone',
         'default_address',
         'address_street',
@@ -111,11 +113,13 @@ class CustomerView(MasterView):
                 default=False)
         return self._expose_active_in_pos
 
+    # TODO: this is duplicated in people view module
     def should_expose_shoppers(self):
         return self.rattail_config.getbool('rattail',
                                            'customers.expose_shoppers',
                                            default=True)
 
+    # TODO: this is duplicated in people view module
     def should_expose_people(self):
         return self.rattail_config.getbool('rattail',
                                            'customers.expose_people',
@@ -249,6 +253,13 @@ class CustomerView(MasterView):
         customer = f.model_instance
         permission_prefix = self.get_permission_prefix()
 
+        # account_holder
+        if self.creating:
+            f.remove_field('account_holder')
+        else:
+            f.set_readonly('account_holder')
+            f.set_renderer('account_holder', self.render_person)
+
         # default_email
         f.set_renderer('default_email', self.render_default_email)
         if not self.creating and customer.emails:
@@ -623,6 +634,8 @@ class CustomerView(MasterView):
              'option': 'customers.expose_people',
              'type': bool,
              'default': True},
+            {'section': 'rattail',
+             'option': 'clientele.handler'},
 
             # POS
             {'section': 'rattail',

tailbone/views/people.py

@@ -446,6 +446,8 @@ class PersonView(MasterView):
             'customers_data': self.get_context_customers(person),
             # TODO: deprecate / remove this
             'customer_xref_buttons': self.get_customer_xref_buttons(person),
+            'expose_customer_people': self.customers_should_expose_people(),
+            'expose_customer_shoppers': self.customers_should_expose_shoppers(),
             'members_data': self.get_context_members(person),
             'member_xref_buttons': self.get_member_xref_buttons(person),
             'employee': employee,
@@ -554,6 +556,20 @@ class PersonView(MasterView):
 
         return context
 
+    def get_context_shopper(self, shopper):
+        person = shopper.person
+        return {
+            'uuid': shopper.uuid,
+            'person_uuid': person.uuid,
+            'first_name': person.first_name,
+            'middle_name': person.middle_name,
+            'last_name': person.last_name,
+            'display_name': person.display_name,
+            'view_profile_url': self.get_action_url('view_profile', person),
+            'phones': self.get_context_phones(person),
+            'emails': self.get_context_emails(person),
+        }
+
     def get_context_content_title(self, person):
         return str(person)
 
@@ -578,6 +594,7 @@ class PersonView(MasterView):
     def get_context_customers(self, person):
         app = self.get_rattail_app()
         clientele = app.get_clientele_handler()
+        expose_shoppers = self.customers_should_expose_shoppers()
 
         customers = clientele.get_customers_for_account_holder(person)
         key = self.get_customer_key_field()
@@ -599,6 +616,14 @@ class PersonView(MasterView):
                 'external_links': [],
             }
 
+            if customer.account_holder:
+                context['account_holder'] = self.get_context_person(
+                    customer.account_holder)
+
+            if expose_shoppers:
+                context['shoppers'] = [self.get_context_shopper(s)
+                                       for s in customer.shoppers]
+
             for supp in self.iter_view_supplements():
                 if hasattr(supp, 'get_context_for_customer'):
                     context = supp.get_context_for_customer(customer, context)
@@ -607,6 +632,18 @@ class PersonView(MasterView):
 
         return data
 
+    # TODO: this is duplicated in customers view module
+    def customers_should_expose_shoppers(self):
+        return self.rattail_config.getbool('rattail',
+                                           'customers.expose_shoppers',
+                                           default=True)
+
+    # TODO: this is duplicated in customers view module
+    def customers_should_expose_people(self):
+        return self.rattail_config.getbool('rattail',
+                                           'customers.expose_people',
+                                           default=True)
+
     def get_context_members(self, person):
         app = self.get_rattail_app()
         membership = app.get_membership_handler()
@@ -1394,6 +1431,8 @@ class PersonView(MasterView):
             {'section': 'rattail',
              'option': 'people.straight_to_profile',
              'type': bool},
+            {'section': 'rattail',
+             'option': 'people.handler'},
 
         ]