5940778189
must be sure to include any supplements
937 lines
32 KiB
Python
937 lines
32 KiB
Python
# -*- coding: utf-8; -*-
|
|
################################################################################
|
|
#
|
|
# Rattail -- Retail Software Framework
|
|
# Copyright © 2010-2023 Lance Edgar
|
|
#
|
|
# This file is part of Rattail.
|
|
#
|
|
# Rattail is free software: you can redistribute it and/or modify it under the
|
|
# terms of the GNU General Public License as published by the Free Software
|
|
# Foundation, either version 3 of the License, or (at your option) any later
|
|
# version.
|
|
#
|
|
# Rattail is distributed in the hope that it will be useful, but WITHOUT ANY
|
|
# WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
|
|
# FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
|
|
# details.
|
|
#
|
|
# You should have received a copy of the GNU General Public License along with
|
|
# Rattail. If not, see <http://www.gnu.org/licenses/>.
|
|
#
|
|
################################################################################
|
|
"""
|
|
Customer Views
|
|
"""
|
|
|
|
from collections import OrderedDict
|
|
|
|
import sqlalchemy as sa
|
|
from sqlalchemy import orm
|
|
|
|
import colander
|
|
from pyramid.httpexceptions import HTTPNotFound
|
|
from webhelpers2.html import HTML, tags
|
|
|
|
from tailbone import grids
|
|
from tailbone.db import Session
|
|
from tailbone.views import MasterView
|
|
|
|
from rattail.db import model
|
|
|
|
|
|
class CustomerView(MasterView):
|
|
"""
|
|
Master view for the Customer class.
|
|
"""
|
|
model_class = model.Customer
|
|
is_contact = True
|
|
has_versions = True
|
|
results_downloadable = True
|
|
people_detachable = True
|
|
touchable = True
|
|
supports_autocomplete = True
|
|
configurable = True
|
|
|
|
# whether to show "view full profile" helper for customer view
|
|
show_profiles_helper = True
|
|
|
|
labels = {
|
|
'id': "ID",
|
|
'name': "Account Name",
|
|
'default_phone': "Phone Number",
|
|
'default_email': "Email Address",
|
|
'default_address': "Physical Address",
|
|
'active_in_pos': "Active in POS",
|
|
'active_in_pos_sticky': "Always Active in POS",
|
|
}
|
|
|
|
grid_columns = [
|
|
'_customer_key_',
|
|
'name',
|
|
'phone',
|
|
'email',
|
|
]
|
|
|
|
form_fields = [
|
|
'_customer_key_',
|
|
'name',
|
|
'account_holder',
|
|
'default_phone',
|
|
'default_address',
|
|
'address_street',
|
|
'address_street2',
|
|
'address_city',
|
|
'address_state',
|
|
'address_zipcode',
|
|
'default_email',
|
|
'email_preference',
|
|
'wholesale',
|
|
'active_in_pos',
|
|
'active_in_pos_sticky',
|
|
'shoppers',
|
|
'people',
|
|
'groups',
|
|
'members',
|
|
]
|
|
|
|
mergeable = True
|
|
|
|
merge_coalesce_fields = [
|
|
'email_addresses',
|
|
'phone_numbers',
|
|
]
|
|
|
|
merge_fields = merge_coalesce_fields + [
|
|
'uuid',
|
|
'name',
|
|
]
|
|
|
|
def should_expose_quickie_search(self):
|
|
if self.expose_quickie_search:
|
|
return True
|
|
app = self.get_rattail_app()
|
|
return app.get_people_handler().should_expose_quickie_search()
|
|
|
|
def get_quickie_perm(self):
|
|
return 'people.quickie'
|
|
|
|
def get_quickie_url(self):
|
|
return self.request.route_url('people.quickie')
|
|
|
|
def get_quickie_placeholder(self):
|
|
app = self.get_rattail_app()
|
|
return app.get_people_handler().get_quickie_search_placeholder()
|
|
|
|
def get_expose_active_in_pos(self):
|
|
if not hasattr(self, '_expose_active_in_pos'):
|
|
self._expose_active_in_pos = self.rattail_config.getbool(
|
|
'rattail', 'customers.active_in_pos',
|
|
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',
|
|
default=True)
|
|
|
|
def query(self, session):
|
|
query = super().query(session)
|
|
app = self.get_rattail_app()
|
|
model = self.model
|
|
query = query.outerjoin(model.Person,
|
|
model.Person.uuid == model.Customer.account_holder_uuid)
|
|
return query
|
|
|
|
def configure_grid(self, g):
|
|
super().configure_grid(g)
|
|
app = self.get_rattail_app()
|
|
model = self.model
|
|
route_prefix = self.get_route_prefix()
|
|
|
|
# customer key
|
|
field = self.get_customer_key_field()
|
|
g.filters[field].default_active = True
|
|
g.filters[field].default_verb = 'equal'
|
|
g.set_sort_defaults(field)
|
|
g.set_link(field)
|
|
|
|
# name
|
|
g.filters['name'].default_active = True
|
|
g.filters['name'].default_verb = 'contains'
|
|
|
|
# phone
|
|
g.set_joiner('phone', lambda q: q.outerjoin(model.CustomerPhoneNumber, sa.and_(
|
|
model.CustomerPhoneNumber.parent_uuid == model.Customer.uuid,
|
|
model.CustomerPhoneNumber.preference == 1)))
|
|
g.sorters['phone'] = lambda q, d: q.order_by(getattr(model.CustomerPhoneNumber.number, d)())
|
|
g.set_filter('phone', model.CustomerPhoneNumber.number,
|
|
# label="Phone Number",
|
|
factory=grids.filters.AlchemyPhoneNumberFilter)
|
|
g.set_label('phone', "Phone Number")
|
|
|
|
# email
|
|
g.set_joiner('email', lambda q: q.outerjoin(model.CustomerEmailAddress, sa.and_(
|
|
model.CustomerEmailAddress.parent_uuid == model.Customer.uuid,
|
|
model.CustomerEmailAddress.preference == 1)))
|
|
g.sorters['email'] = lambda q, d: q.order_by(getattr(model.CustomerEmailAddress.address, d)())
|
|
g.set_filter('email', model.CustomerEmailAddress.address)#, label="Email Address")
|
|
g.set_label('email', "Email Address")
|
|
|
|
# email_preference
|
|
g.set_enum('email_preference', self.enum.EMAIL_PREFERENCE)
|
|
|
|
# account_holder_*_name
|
|
g.set_filter('account_holder_first_name', model.Person.first_name)
|
|
g.set_filter('account_holder_last_name', model.Person.last_name)
|
|
|
|
# person
|
|
g.set_renderer('person', self.grid_render_person)
|
|
g.set_sorter('person', model.Person.display_name)
|
|
|
|
# active_in_pos
|
|
if self.get_expose_active_in_pos():
|
|
g.filters['active_in_pos'].default_active = True
|
|
g.filters['active_in_pos'].default_verb = 'is_true'
|
|
|
|
if (self.request.has_perm('people.view_profile')
|
|
and self.should_link_straight_to_profile()):
|
|
|
|
# add View Raw action
|
|
url = lambda r, i: self.request.route_url(
|
|
f'{route_prefix}.view', **self.get_action_route_kwargs(r))
|
|
# nb. insert to slot 1, just after normal View action
|
|
g.main_actions.insert(1, self.make_action(
|
|
'view_raw', url=url, icon='eye'))
|
|
|
|
g.set_link('name')
|
|
g.set_link('person')
|
|
g.set_link('email')
|
|
|
|
def default_view_url(self):
|
|
if (self.request.has_perm('people.view_profile')
|
|
and self.should_link_straight_to_profile()):
|
|
app = self.get_rattail_app()
|
|
|
|
def url(customer, i):
|
|
person = app.get_person(customer)
|
|
if person:
|
|
return self.request.route_url(
|
|
'people.view_profile', uuid=person.uuid,
|
|
_anchor='customer')
|
|
return self.get_action_url('view', customer)
|
|
|
|
return url
|
|
|
|
return super().default_view_url()
|
|
|
|
def should_link_straight_to_profile(self):
|
|
return self.rattail_config.getbool('rattail',
|
|
'customers.straight_to_profile',
|
|
default=False)
|
|
|
|
def grid_extra_class(self, customer, i):
|
|
if self.get_expose_active_in_pos():
|
|
if not customer.active_in_pos:
|
|
return 'warning'
|
|
|
|
def get_instance(self):
|
|
try:
|
|
instance = super(CustomerView, self).get_instance()
|
|
except HTTPNotFound:
|
|
pass
|
|
else:
|
|
if instance:
|
|
return instance
|
|
|
|
key = self.request.matchdict['uuid']
|
|
|
|
# search by Customer.id
|
|
instance = self.Session.query(model.Customer)\
|
|
.filter(model.Customer.id == key)\
|
|
.first()
|
|
if instance:
|
|
return instance
|
|
|
|
# search by CustomerPerson.uuid
|
|
instance = self.Session.get(model.CustomerPerson, key)
|
|
if instance:
|
|
return instance.customer
|
|
|
|
# search by CustomerGroupAssignment.uuid
|
|
instance = self.Session.get(model.CustomerGroupAssignment, key)
|
|
if instance:
|
|
return instance.customer
|
|
|
|
raise HTTPNotFound
|
|
|
|
def configure_form(self, f):
|
|
super(CustomerView, self).configure_form(f)
|
|
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:
|
|
f.set_default('default_email', customer.emails[0].address)
|
|
|
|
# default_phone
|
|
f.set_renderer('default_phone', self.render_default_phone)
|
|
if not self.creating and customer.phones:
|
|
f.set_default('default_phone', customer.phones[0].number)
|
|
|
|
# default_address
|
|
if self.creating or self.editing:
|
|
f.remove_field('default_address')
|
|
else:
|
|
f.set_renderer('default_address', self.render_default_address)
|
|
f.set_readonly('default_address')
|
|
|
|
# address_*
|
|
if not (self.creating or self.editing):
|
|
f.remove_fields('address_street',
|
|
'address_street2',
|
|
'address_city',
|
|
'address_state',
|
|
'address_zipcode')
|
|
elif self.editing and customer.addresses:
|
|
addr = customer.addresses[0]
|
|
f.set_default('address_street', addr.street)
|
|
f.set_default('address_street2', addr.street2)
|
|
f.set_default('address_city', addr.city)
|
|
f.set_default('address_state', addr.state)
|
|
f.set_default('address_zipcode', addr.zipcode)
|
|
|
|
# email_preference
|
|
f.set_enum('email_preference', self.enum.EMAIL_PREFERENCE)
|
|
preferences = list(self.enum.EMAIL_PREFERENCE.items())
|
|
preferences.insert(0, ('', "(no preference)"))
|
|
f.widgets['email_preference'].values = preferences
|
|
|
|
# person
|
|
if self.creating:
|
|
f.remove_field('person')
|
|
else:
|
|
f.set_readonly('person')
|
|
f.set_renderer('person', self.form_render_person)
|
|
|
|
# shoppers
|
|
if self.should_expose_shoppers():
|
|
if self.viewing:
|
|
f.set_renderer('shoppers', self.render_shoppers)
|
|
else:
|
|
f.remove('shoppers')
|
|
else:
|
|
f.remove('shoppers')
|
|
|
|
# people
|
|
if self.should_expose_people():
|
|
if self.viewing:
|
|
f.set_renderer('people', self.render_people_buefy)
|
|
else:
|
|
f.remove('people')
|
|
else:
|
|
f.remove('people')
|
|
|
|
# groups
|
|
if self.creating:
|
|
f.remove_field('groups')
|
|
else:
|
|
f.set_renderer('groups', self.render_groups)
|
|
f.set_readonly('groups')
|
|
|
|
# active_in_pos*
|
|
if not self.get_expose_active_in_pos():
|
|
f.remove('active_in_pos',
|
|
'active_in_pos_sticky')
|
|
|
|
# members
|
|
if self.creating:
|
|
f.remove_field('members')
|
|
else:
|
|
f.set_renderer('members', self.render_members)
|
|
f.set_readonly('members')
|
|
|
|
def template_kwargs_view(self, **kwargs):
|
|
kwargs = super().template_kwargs_view(**kwargs)
|
|
customer = kwargs['instance']
|
|
|
|
kwargs['expose_shoppers'] = self.should_expose_shoppers()
|
|
if kwargs['expose_shoppers']:
|
|
shoppers = []
|
|
for shopper in customer.shoppers:
|
|
person = shopper.person
|
|
active = None
|
|
if shopper.active is not None:
|
|
active = "Yes" if shopper.active else "No"
|
|
data = {
|
|
'uuid': shopper.uuid,
|
|
'shopper_number': shopper.shopper_number,
|
|
'first_name': person.first_name,
|
|
'last_name': person.last_name,
|
|
'full_name': person.display_name,
|
|
'phone': person.first_phone_number(),
|
|
'email': person.first_email_address(),
|
|
'active': active,
|
|
}
|
|
shoppers.append(data)
|
|
kwargs['shoppers_data'] = shoppers
|
|
|
|
kwargs['expose_people'] = self.should_expose_people()
|
|
if kwargs['expose_people']:
|
|
people = []
|
|
for person in customer.people:
|
|
data = {
|
|
'uuid': person.uuid,
|
|
'full_name': person.display_name,
|
|
'first_name': person.first_name,
|
|
'last_name': person.last_name,
|
|
'_action_url_view': self.request.route_url('people.view',
|
|
uuid=person.uuid),
|
|
}
|
|
if self.editable and self.request.has_perm('people.edit'):
|
|
data['_action_url_edit'] = self.request.route_url(
|
|
'people.edit',
|
|
uuid=person.uuid)
|
|
if self.people_detachable and self.has_perm('detach_person'):
|
|
data['_action_url_detach'] = self.request.route_url(
|
|
'customers.detach_person',
|
|
uuid=customer.uuid,
|
|
person_uuid=person.uuid)
|
|
people.append(data)
|
|
kwargs['people_data'] = people
|
|
|
|
kwargs['show_profiles_helper'] = self.show_profiles_helper
|
|
if kwargs['show_profiles_helper']:
|
|
people = OrderedDict()
|
|
|
|
if customer.account_holder:
|
|
person = customer.account_holder
|
|
people.setdefault(person.uuid, person)
|
|
|
|
for shopper in customer.shoppers:
|
|
person = shopper.person
|
|
people.setdefault(person.uuid, person)
|
|
|
|
for person in customer.people:
|
|
people.setdefault(person.uuid, person)
|
|
|
|
kwargs['show_profiles_people'] = list(people.values())
|
|
|
|
return kwargs
|
|
|
|
def unique_id(self, node, value):
|
|
query = self.Session.query(model.Customer)\
|
|
.filter(model.Customer.id == value)
|
|
if self.editing:
|
|
customer = self.get_instance()
|
|
query = query.filter(model.Customer.uuid != customer.uuid)
|
|
if query.count():
|
|
raise colander.Invalid(node, "Customer ID must be unique")
|
|
|
|
def render_default_address(self, customer, field):
|
|
if customer.addresses:
|
|
return str(customer.addresses[0])
|
|
|
|
def grid_render_person(self, customer, field):
|
|
person = getattr(customer, field)
|
|
if not person:
|
|
return ""
|
|
return str(person)
|
|
|
|
def form_render_person(self, customer, field):
|
|
person = getattr(customer, field)
|
|
if not person:
|
|
return ""
|
|
|
|
text = str(person)
|
|
url = self.request.route_url('people.view', uuid=person.uuid)
|
|
return tags.link_to(text, url)
|
|
|
|
# TODO: remove if no longer used
|
|
def render_people(self, customer, field):
|
|
people = customer.people
|
|
if not people:
|
|
return ""
|
|
|
|
items = []
|
|
for person in people:
|
|
text = str(person)
|
|
url = self.request.route_url('people.view', uuid=person.uuid)
|
|
link = tags.link_to(text, url)
|
|
items.append(HTML.tag('li', c=[link]))
|
|
return HTML.tag('ul', c=items)
|
|
|
|
def render_shoppers(self, customer, field):
|
|
route_prefix = self.get_route_prefix()
|
|
permission_prefix = self.get_permission_prefix()
|
|
|
|
factory = self.get_grid_factory()
|
|
g = factory(
|
|
key='{}.people'.format(route_prefix),
|
|
data=[],
|
|
columns=[
|
|
'shopper_number',
|
|
'first_name',
|
|
'last_name',
|
|
'phone',
|
|
'email',
|
|
'active',
|
|
],
|
|
sortable=True,
|
|
sorters={'shopper_number': True,
|
|
'first_name': True,
|
|
'last_name': True,
|
|
'phone': True,
|
|
'email': True,
|
|
'active': True},
|
|
labels={'shopper_number': "Shopper #"},
|
|
)
|
|
|
|
return HTML.literal(
|
|
g.render_buefy_table_element(data_prop='shoppers'))
|
|
|
|
def render_people_buefy(self, customer, field):
|
|
route_prefix = self.get_route_prefix()
|
|
permission_prefix = self.get_permission_prefix()
|
|
|
|
factory = self.get_grid_factory()
|
|
g = factory(
|
|
key='{}.people'.format(route_prefix),
|
|
data=[],
|
|
columns=[
|
|
'full_name',
|
|
'first_name',
|
|
'last_name',
|
|
],
|
|
sortable=True,
|
|
sorters={'full_name': True, 'first_name': True, 'last_name': True},
|
|
)
|
|
|
|
if self.request.has_perm('people.view'):
|
|
g.main_actions.append(self.make_action('view', icon='eye'))
|
|
if self.request.has_perm('people.edit'):
|
|
g.main_actions.append(self.make_action('edit', icon='edit'))
|
|
if self.people_detachable and self.has_perm('detach_person'):
|
|
g.main_actions.append(self.make_action('detach', icon='minus-circle',
|
|
link_class='has-text-warning',
|
|
click_handler="$emit('detach-person', props.row._action_url_detach)"))
|
|
|
|
return HTML.literal(
|
|
g.render_buefy_table_element(data_prop='peopleData'))
|
|
|
|
def render_groups(self, customer, field):
|
|
groups = customer.groups
|
|
if not groups:
|
|
return ""
|
|
items = []
|
|
for group in groups:
|
|
text = "({}) {}".format(group.id, group.name)
|
|
url = self.request.route_url('customergroups.view', uuid=group.uuid)
|
|
items.append(HTML.tag('li', tags.link_to(text, url)))
|
|
return HTML.tag('ul', HTML.literal('').join(items))
|
|
|
|
def render_members(self, customer, field):
|
|
members = customer.members
|
|
if not members:
|
|
return ""
|
|
items = []
|
|
for member in members:
|
|
text = str(member)
|
|
url = self.request.route_url('members.view', uuid=member.uuid)
|
|
items.append(HTML.tag('li', tags.link_to(text, url)))
|
|
return HTML.tag('ul', HTML.literal('').join(items))
|
|
|
|
def get_version_child_classes(self):
|
|
classes = super().get_version_child_classes()
|
|
classes.extend([
|
|
(model.CustomerGroupAssignment, 'customer_uuid'),
|
|
(model.CustomerPhoneNumber, 'parent_uuid'),
|
|
(model.CustomerEmailAddress, 'parent_uuid'),
|
|
(model.CustomerMailingAddress, 'parent_uuid'),
|
|
(model.CustomerPerson, 'customer_uuid'),
|
|
(model.CustomerNote, 'parent_uuid'),
|
|
])
|
|
return classes
|
|
|
|
def detach_person(self):
|
|
customer = self.get_instance()
|
|
person = self.Session.get(model.Person, self.request.matchdict['person_uuid'])
|
|
if not person:
|
|
return self.notfound()
|
|
|
|
if person in customer.people:
|
|
customer.people.remove(person)
|
|
else:
|
|
self.request.session.flash("No change; person \"{}\" not attached to customer \"{}\"".format(
|
|
person, customer))
|
|
|
|
return self.redirect(self.request.get_referrer())
|
|
|
|
def get_merge_data(self, customer):
|
|
return {
|
|
'uuid': customer.uuid,
|
|
'name': customer.name,
|
|
'email_addresses': [e.address for e in customer.emails],
|
|
'phone_numbers': [p.number for p in customer.phones],
|
|
}
|
|
|
|
def merge_objects(self, removing, keeping):
|
|
coalesce = self.get_merge_coalesce_fields()
|
|
if coalesce:
|
|
|
|
if 'email_addresses' in coalesce:
|
|
keeping_emails = [e.address for e in keeping.emails]
|
|
for email in removing.emails:
|
|
if email.address not in keeping_emails:
|
|
keeping.add_email(address=email.address,
|
|
type=email.type,
|
|
invalid=email.invalid)
|
|
keeping_emails.append(email.address)
|
|
|
|
if 'phone_numbers' in coalesce:
|
|
keeping_phones = [e.number for e in keeping.phones]
|
|
for phone in removing.phones:
|
|
if phone.number not in keeping_phones:
|
|
keeping.add_phone(number=phone.number,
|
|
type=phone.type)
|
|
keeping_phones.append(phone.number)
|
|
|
|
self.Session.delete(removing)
|
|
|
|
def configure_get_simple_settings(self):
|
|
return [
|
|
|
|
# General
|
|
{'section': 'rattail',
|
|
'option': 'customers.key_field'},
|
|
{'section': 'rattail',
|
|
'option': 'customers.key_label'},
|
|
{'section': 'rattail',
|
|
'option': 'customers.choice_uses_dropdown',
|
|
'type': bool},
|
|
{'section': 'rattail',
|
|
'option': 'customers.straight_to_profile',
|
|
'type': bool},
|
|
{'section': 'rattail',
|
|
'option': 'customers.expose_shoppers',
|
|
'type': bool,
|
|
'default': True},
|
|
{'section': 'rattail',
|
|
'option': 'customers.expose_people',
|
|
'type': bool,
|
|
'default': True},
|
|
{'section': 'rattail',
|
|
'option': 'clientele.handler'},
|
|
|
|
# POS
|
|
{'section': 'rattail',
|
|
'option': 'customers.active_in_pos',
|
|
'type': bool},
|
|
|
|
]
|
|
|
|
@classmethod
|
|
def defaults(cls, config):
|
|
cls._defaults(config)
|
|
cls._customer_defaults(config)
|
|
|
|
@classmethod
|
|
def _customer_defaults(cls, config):
|
|
route_prefix = cls.get_route_prefix()
|
|
url_prefix = cls.get_url_prefix()
|
|
instance_url_prefix = cls.get_instance_url_prefix()
|
|
permission_prefix = cls.get_permission_prefix()
|
|
model_key = cls.get_model_key()
|
|
model_title = cls.get_model_title()
|
|
|
|
# detach person
|
|
if cls.people_detachable:
|
|
config.add_tailbone_permission(permission_prefix,
|
|
'{}.detach_person'.format(permission_prefix),
|
|
"Detach a Person from a {}".format(model_title))
|
|
# TODO: this should require POST, but we'll add that once
|
|
# we can assume a Buefy theme is present, to avoid having
|
|
# to implement the logic in old jquery...
|
|
config.add_route('{}.detach_person'.format(route_prefix),
|
|
'{}/detach-person/{{person_uuid}}'.format(instance_url_prefix),
|
|
# request_method='POST',
|
|
)
|
|
config.add_view(cls, attr='detach_person',
|
|
route_name='{}.detach_person'.format(route_prefix),
|
|
permission='{}.detach_person'.format(permission_prefix))
|
|
|
|
|
|
class CustomerShopperView(MasterView):
|
|
"""
|
|
Master view for the CustomerShopper class.
|
|
"""
|
|
model_class = model.CustomerShopper
|
|
route_prefix = 'customer_shoppers'
|
|
url_prefix = '/customer-shoppers'
|
|
|
|
grid_columns = [
|
|
'customer_key',
|
|
'customer',
|
|
'shopper_number',
|
|
'person',
|
|
'active',
|
|
]
|
|
|
|
form_fields = [
|
|
'customer',
|
|
'shopper_number',
|
|
'person',
|
|
'active',
|
|
]
|
|
|
|
def should_expose_quickie_search(self):
|
|
if self.expose_quickie_search:
|
|
return True
|
|
app = self.get_rattail_app()
|
|
return app.get_people_handler().should_expose_quickie_search()
|
|
|
|
def get_quickie_perm(self):
|
|
return 'people.quickie'
|
|
|
|
def get_quickie_url(self):
|
|
return self.request.route_url('people.quickie')
|
|
|
|
def get_quickie_placeholder(self):
|
|
app = self.get_rattail_app()
|
|
return app.get_people_handler().get_quickie_search_placeholder()
|
|
|
|
def query(self, session):
|
|
query = super().query(session)
|
|
model = self.model
|
|
return query.join(model.Customer)\
|
|
.join(model.Person,
|
|
model.Person.uuid == model.CustomerShopper.person_uuid)
|
|
|
|
def configure_grid(self, g):
|
|
super().configure_grid(g)
|
|
app = self.get_rattail_app()
|
|
model = self.model
|
|
|
|
# customer_key
|
|
key = app.get_customer_key_field()
|
|
label = app.get_customer_key_label()
|
|
g.set_label('customer_key', label)
|
|
g.set_renderer('customer_key',
|
|
lambda shopper, field: getattr(shopper.customer, key))
|
|
g.set_sorter('customer_key', getattr(model.Customer, key))
|
|
g.set_sort_defaults('customer_key')
|
|
g.set_filter('customer_key', getattr(model.Customer, key),
|
|
label=f"Customer {label}",
|
|
default_active=True,
|
|
default_verb='equal')
|
|
|
|
# customer (name)
|
|
g.set_sorter('customer', model.Customer.name)
|
|
g.set_filter('customer', model.Customer.name,
|
|
label="Customer Account Name")
|
|
|
|
# person (name)
|
|
g.set_sorter('person', model.Person.display_name)
|
|
g.set_filter('person', model.Person.display_name,
|
|
label="Person Name")
|
|
|
|
def configure_form(self, f):
|
|
super().configure_form(f)
|
|
|
|
f.set_renderer('customer', self.render_customer)
|
|
f.set_renderer('person', self.render_person)
|
|
|
|
|
|
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',
|
|
'created',
|
|
'user',
|
|
]
|
|
|
|
def configure_grid(self, g):
|
|
super(PendingCustomerView, self).configure_grid(g)
|
|
|
|
g.set_enum('status_code', self.enum.PENDING_CUSTOMER_STATUS)
|
|
g.filters['status_code'].default_active = True
|
|
g.filters['status_code'].default_verb = 'not_equal'
|
|
g.filters['status_code'].default_value = str(self.enum.PENDING_CUSTOMER_STATUS_RESOLVED)
|
|
|
|
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)
|
|
|
|
# created
|
|
if self.creating:
|
|
f.remove('created')
|
|
else:
|
|
f.set_readonly('created')
|
|
|
|
# user
|
|
if self.creating:
|
|
f.remove('user')
|
|
else:
|
|
f.set_readonly('user')
|
|
f.set_renderer('user', self.render_user)
|
|
|
|
def editable_instance(self, pending):
|
|
if pending.status_code == self.enum.PENDING_CUSTOMER_STATUS_RESOLVED:
|
|
return False
|
|
return True
|
|
|
|
def resolve_person(self):
|
|
model = self.model
|
|
pending = self.get_instance()
|
|
redirect = self.redirect(self.get_action_url('view', pending))
|
|
|
|
uuid = self.request.POST['person_uuid']
|
|
person = self.Session.get(model.Person, uuid)
|
|
if not person:
|
|
self.request.session.flash("Person not found!", 'error')
|
|
return redirect
|
|
|
|
app = self.get_rattail_app()
|
|
people_handler = app.get_people_handler()
|
|
people_handler.resolve_person(pending, person, self.request.user)
|
|
self.Session.flush()
|
|
return redirect
|
|
|
|
@classmethod
|
|
def defaults(cls, config):
|
|
cls._defaults(config)
|
|
cls._pending_customer_defaults(config)
|
|
|
|
@classmethod
|
|
def _pending_customer_defaults(cls, config):
|
|
route_prefix = cls.get_route_prefix()
|
|
instance_url_prefix = cls.get_instance_url_prefix()
|
|
permission_prefix = cls.get_permission_prefix()
|
|
model_title = cls.get_model_title()
|
|
|
|
# resolve person
|
|
config.add_tailbone_permission(permission_prefix,
|
|
'{}.resolve_person'.format(permission_prefix),
|
|
"Resolve a {} as a Person".format(model_title))
|
|
config.add_route('{}.resolve_person'.format(route_prefix),
|
|
'{}/resolve-person'.format(instance_url_prefix),
|
|
request_method='POST')
|
|
config.add_view(cls, attr='resolve_person',
|
|
route_name='{}.resolve_person'.format(route_prefix),
|
|
permission='{}.resolve_person'.format(permission_prefix))
|
|
|
|
|
|
# # TODO: this is referenced by some custom apps, but should be moved??
|
|
# def unique_id(value, field):
|
|
# customer = field.parent.model
|
|
# query = Session.query(model.Customer).filter(model.Customer.id == value)
|
|
# if customer.uuid:
|
|
# query = query.filter(model.Customer.uuid != customer.uuid)
|
|
# if query.count():
|
|
# raise fa.ValidationError("Customer ID must be unique")
|
|
|
|
|
|
# TODO: this only works when creating, need to add edit support?
|
|
# TODO: can this just go away? since we have unique_id() view method above
|
|
def unique_id(node, value):
|
|
customers = Session.query(model.Customer).filter(model.Customer.id == value)
|
|
if customers.count():
|
|
raise colander.Invalid(node, "Customer ID must be unique")
|
|
|
|
|
|
def customer_info(request):
|
|
"""
|
|
View which returns simple dictionary of info for a particular customer.
|
|
"""
|
|
uuid = request.params.get('uuid')
|
|
customer = Session.get(model.Customer, uuid) if uuid else None
|
|
if not customer:
|
|
return {}
|
|
return {
|
|
'uuid': customer.uuid,
|
|
'name': customer.name,
|
|
'phone_number': customer.phone.number if customer.phone else '',
|
|
}
|
|
|
|
|
|
def defaults(config, **kwargs):
|
|
base = globals()
|
|
|
|
# TODO: deprecate / remove this
|
|
config.add_route('customer.info', '/customers/info')
|
|
customer_info = kwargs.get('customer_info', base['customer_info'])
|
|
config.add_view(customer_info, route_name='customer.info',
|
|
renderer='json', permission='customers.view')
|
|
|
|
CustomerView = kwargs.get('CustomerView',
|
|
base['CustomerView'])
|
|
CustomerView.defaults(config)
|
|
|
|
CustomerShopperView = kwargs.get('CustomerShopperView',
|
|
base['CustomerShopperView'])
|
|
CustomerShopperView.defaults(config)
|
|
|
|
PendingCustomerView = kwargs.get('PendingCustomerView',
|
|
base['PendingCustomerView'])
|
|
PendingCustomerView.defaults(config)
|
|
|
|
|
|
def includeme(config):
|
|
defaults(config)
|