tailbone/tailbone/views/purchasing/ordering.py
Lance Edgar fac00e6ecd Misc. improvements for ordering batches, purchases
also we now show handler's description when executing batch
2021-01-30 13:17:08 -06:00

506 lines
18 KiB
Python

# -*- coding: utf-8; -*-
################################################################################
#
# Rattail -- Retail Software Framework
# Copyright © 2010-2021 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/>.
#
################################################################################
"""
Views for 'ordering' (purchasing) batches
"""
from __future__ import unicode_literals, absolute_import
import os
import json
import six
import openpyxl
from sqlalchemy import orm
from rattail.db import model, api
from rattail.core import Object
from rattail.time import localtime
from webhelpers2.html import tags
from tailbone.views.purchasing import PurchasingBatchView
class OrderingBatchView(PurchasingBatchView):
"""
Master view for "ordering" batches.
"""
route_prefix = 'ordering'
url_prefix = '/ordering'
model_title = "Ordering Batch"
model_title_plural = "Ordering Batches"
index_title = "Ordering"
mobile_creatable = True
rows_editable = True
mobile_rows_creatable = True
mobile_rows_quickable = True
mobile_rows_editable = True
mobile_rows_deletable = True
has_worksheet = True
labels = {
'po_total_calculated': "PO Total",
}
form_fields = [
'id',
'store',
'buyer',
'vendor',
'department',
'purchase',
'vendor_email',
'vendor_fax',
'vendor_contact',
'vendor_phone',
'date_ordered',
'po_number',
'po_total_calculated',
'notes',
'created',
'created_by',
'status_code',
'complete',
'executed',
'executed_by',
]
mobile_form_fields = [
'vendor',
'department',
'date_ordered',
'po_number',
'po_total',
'created',
'created_by',
'notes',
'status_code',
'complete',
'executed',
'executed_by',
]
row_labels = {
'po_total_calculated': "PO Total",
}
row_grid_columns = [
'sequence',
'upc',
# 'item_id',
'brand_name',
'description',
'size',
'cases_ordered',
'units_ordered',
# 'cases_received',
# 'units_received',
'po_total_calculated',
# 'invoice_total',
# 'credits',
'status_code',
]
row_form_fields = [
'item_entry',
'item_id',
'upc',
'product',
'brand_name',
'description',
'size',
'case_quantity',
'cases_ordered',
'units_ordered',
'po_line_number',
'po_unit_cost',
'po_total_calculated',
'status_code',
]
order_form_header_columns = [
"UPC",
"Brand",
"Description",
"Case",
"Vend. Code",
"Pref.",
"Unit Cost",
]
@property
def batch_mode(self):
return self.enum.PURCHASE_BATCH_MODE_ORDERING
def configure_form(self, f):
super(OrderingBatchView, self).configure_form(f)
batch = f.model_instance
# purchase
if self.creating or not batch.executed or not batch.purchase:
f.remove_field('purchase')
def get_batch_kwargs(self, batch, mobile=False):
kwargs = super(OrderingBatchView, self).get_batch_kwargs(batch, mobile=mobile)
kwargs['ship_method'] = batch.ship_method
kwargs['notes_to_vendor'] = batch.notes_to_vendor
return kwargs
def configure_row_form(self, f):
"""
Supplements the default logic as follows:
When editing, only these fields allow changes; all others are made
read-only:
* ``cases_ordered``
* ``units_ordered``
"""
super(OrderingBatchView, self).configure_row_form(f)
# when editing, only certain fields should allow changes
if self.editing:
editable_fields = [
'cases_ordered',
'units_ordered',
]
for field in f.fields:
if field not in editable_fields:
f.set_readonly(field)
def worksheet(self):
"""
View for editing batch row data as an order form worksheet.
"""
batch = self.get_instance()
if batch.executed:
return self.redirect(self.get_action_url('view', batch))
# organize existing batch rows by product
order_items = {}
for row in batch.active_rows():
order_items[row.product_uuid] = row
# organize vendor catalog costs by dept / subdept
departments = {}
costs = self.handler.get_order_form_costs(self.Session(), batch.vendor)
costs = self.handler.sort_order_form_costs(costs)
costs = list(costs) # we must have a stable list for the rest of this
self.handler.decorate_order_form_costs(batch, costs)
for cost in costs:
department = cost.product.department
if department:
departments.setdefault(department.uuid, department)
else:
if None not in departments:
department = Object(name='', number=None)
departments[None] = department
department = departments[None]
subdepartments = getattr(department, '_order_subdepartments', None)
if subdepartments is None:
subdepartments = department._order_subdepartments = {}
subdepartment = cost.product.subdepartment
if subdepartment:
subdepartments.setdefault(subdepartment.uuid, subdepartment)
else:
if None not in subdepartments:
subdepartment = Object(name=None, number=None)
subdepartments[None] = subdepartment
subdepartment = subdepartments[None]
subdept_costs = getattr(subdepartment, '_order_costs', None)
if subdept_costs is None:
subdept_costs = subdepartment._order_costs = []
subdept_costs.append(cost)
cost._batchrow = order_items.get(cost.product_uuid)
# fetch recent purchase history, sort/pad for template convenience
history = self.handler.get_order_form_history(batch, costs, 6)
for i in range(6 - len(history)):
history.append(None)
history = list(reversed(history))
title = self.get_instance_title(batch)
order_date = batch.date_ordered
if not order_date:
order_date = localtime(self.rattail_config).date()
buefy_data = None
if self.get_use_buefy():
buefy_data = self.get_worksheet_buefy_data(departments)
return self.render_to_response('worksheet', {
'batch': batch,
'order_date': order_date,
'instance': batch,
'instance_title': title,
'instance_url': self.get_action_url('view', batch),
'vendor': batch.vendor,
'departments': departments,
'history': history,
'get_upc': lambda p: p.upc.pretty() if p.upc else '',
'header_columns': self.order_form_header_columns,
'ignore_cases': not self.handler.allow_cases(),
'worksheet_data': buefy_data,
})
def get_worksheet_buefy_data(self, departments):
data = {}
for department in six.itervalues(departments):
for subdepartment in six.itervalues(department._order_subdepartments):
for i, cost in enumerate(subdepartment._order_costs, 1):
cases = int(cost._batchrow.cases_ordered or 0) if cost._batchrow else None
units = int(cost._batchrow.units_ordered or 0) if cost._batchrow else None
key = 'cost_{}'.format(cost.uuid)
data['{}_cases'.format(key)] = cases
data['{}_units'.format(key)] = units
total = 0
row = cost._batchrow
if row:
total = row.po_total_calculated or row.po_total or 0
if not (total or cases or units):
display = ''
else:
display = '${:0,.2f}'.format(total)
data['{}_total_display'.format(key)] = display
return data
def worksheet_update(self):
"""
Handles AJAX requests to update the order quantities for some row
within the current batch, from the worksheet view. POST data should
include:
* ``product_uuid``
* ``cases_ordered``
* ``units_ordered``
If a row already exists for the given product, it will be updated;
otherwise a new row is created for the product and then that is
updated. The handler's
:meth:`~rattail:rattail.batch.purchase.PurchaseBatchHandler.update_row_quantity()`
method is invoked to update the row.
However, if both of the quantities given are empty, and a row exists
for the given product, then that row is removed from the batch, instead
of being updated. If a matching row is not found, it will not be
created.
"""
batch = self.get_instance()
try:
data = self.request.json_body
except json.JSONDecodeError:
data = self.request.POST
cases_ordered = data.get('cases_ordered')
if cases_ordered is None:
cases_ordered = 0
elif not isinstance(cases_ordered, int):
if cases_ordered == '':
cases_ordered = 0
else:
cases_ordered = int(cases_ordered)
if cases_ordered >= 100000: # TODO: really this depends on underlying column
return {'error': "Invalid value for cases ordered: {}".format(cases_ordered)}
units_ordered = data.get('units_ordered')
if units_ordered is None:
units_ordered = 0
elif not isinstance(units_ordered, int):
if units_ordered == '':
units_ordered = 0
else:
units_ordered = int(units_ordered)
if units_ordered >= 100000: # TODO: really this depends on underlying column
return {'error': "Invalid value for units ordered: {}".format(units_ordered)}
uuid = data.get('product_uuid')
product = self.Session.query(model.Product).get(uuid) if uuid else None
if not product:
return {'error': "Product not found"}
# first we find out which existing row(s) match the given product
matches = [row for row in batch.active_rows()
if row.product_uuid == product.uuid]
if matches and len(matches) != 1:
raise RuntimeError("found too many ({}) matches for product {} in batch {}".format(
len(matches), product.uuid, batch.uuid))
row = None
if cases_ordered or units_ordered:
# make a new row if necessary
if matches:
row = matches[0]
else:
row = self.handler.make_row()
row.product = product
self.handler.add_row(batch, row)
# update row quantities
self.handler.update_row_quantity(row, cases_ordered=cases_ordered,
units_ordered=units_ordered)
else: # empty order quantities
# remove row if present
if matches:
row = matches[0]
self.handler.do_remove_row(row)
row = None
return {
'row_cases_ordered': int(row.cases_ordered or 0) if row else None,
'row_units_ordered': int(row.units_ordered or 0) if row else None,
'row_po_total': '${:0,.2f}'.format(row.po_total or 0) if row else None,
'row_po_total_calculated': '${:0,.2f}'.format(row.po_total_calculated or 0) if row else None,
'row_po_total_display': '${:0,.2f}'.format(row.po_total_calculated or row.po_total or 0) if row else None,
'batch_po_total': '${:0,.2f}'.format(batch.po_total or 0),
'batch_po_total_calculated': '${:0,.2f}'.format(batch.po_total_calculated or 0),
'batch_po_total_display': '${:0,.2f}'.format(batch.po_total_calculated or batch.po_total or 0),
}
def render_mobile_listitem(self, batch, i):
return "({}) {} on {} for ${:0,.2f}".format(batch.id_str, batch.vendor,
batch.date_ordered, batch.po_total or 0)
def mobile_create(self):
"""
Mobile view for creating a new ordering batch
"""
mode = self.batch_mode
data = {'mode': mode}
vendor = None
if self.request.method == 'POST' and self.request.POST.get('vendor'):
vendor = self.Session.query(model.Vendor).get(self.request.POST['vendor'])
if vendor:
# fetch first to avoid flush below
store = self.rattail_config.get_store(self.Session())
batch = self.model_class()
batch.mode = mode
batch.vendor = vendor
batch.store = store
batch.buyer = self.request.user.employee
batch.created_by = self.request.user
batch.po_total = 0
kwargs = self.get_batch_kwargs(batch, mobile=True)
batch = self.handler.make_batch(self.Session(), **kwargs)
if self.handler.should_populate(batch):
self.handler.populate(batch)
return self.redirect(self.request.route_url('mobile.ordering.view', uuid=batch.uuid))
data['index_title'] = self.get_index_title()
data['index_url'] = self.get_index_url(mobile=True)
data['mode_title'] = self.enum.PURCHASE_BATCH_MODE[mode].capitalize()
data['vendor_use_autocomplete'] = self.rattail_config.getbool(
'rattail', 'vendor.use_autocomplete', default=True)
if not data['vendor_use_autocomplete']:
vendors = self.Session.query(model.Vendor)\
.order_by(model.Vendor.name)
options = [(tags.Option(vendor.name, vendor.uuid))
for vendor in vendors]
options.insert(0, tags.Option("(please choose)", ''))
data['vendor_options'] = options
return self.render_to_response('create', data, mobile=True)
def configure_mobile_row_form(self, f):
super(OrderingBatchView, self).configure_mobile_row_form(f)
if self.editing:
# TODO: probably should take `allow_cases` into account here...
f.focus_spec = '[name="units_ordered"]'
def download_excel(self):
"""
Download ordering batch as Excel spreadsheet.
"""
batch = self.get_instance()
# populate Excel worksheet
workbook = openpyxl.Workbook()
worksheet = workbook.active
worksheet.title = "Purchase Order"
worksheet.append(["Store", "Vendor", "Date ordered"])
worksheet.append([batch.store.name, batch.vendor.name, batch.date_ordered.strftime('%m/%d/%Y')])
worksheet.append([])
worksheet.append(['vendor_code', 'upc', 'brand_name', 'description', 'cases_ordered', 'units_ordered'])
for row in batch.active_rows():
worksheet.append([row.vendor_code, six.text_type(row.upc), row.brand_name,
'{} {}'.format(row.description, row.size),
row.cases_ordered, row.units_ordered])
# write Excel file to batch data dir
filedir = batch.filedir(self.rattail_config)
if not os.path.exists(filedir):
os.makedirs(filedir)
filename = 'PO.{}.xlsx'.format(batch.id_str)
path = batch.filepath(self.rattail_config, filename)
workbook.save(path)
return self.file_response(path)
def get_execute_success_url(self, batch, result, **kwargs):
if isinstance(result, model.Purchase):
return self.request.route_url('purchases.view', uuid=result.uuid)
return super(OrderingBatchView, self).get_execute_success_url(batch, result, **kwargs)
@classmethod
def _ordering_defaults(cls, config):
route_prefix = cls.get_route_prefix()
url_prefix = cls.get_url_prefix()
permission_prefix = cls.get_permission_prefix()
model_title = cls.get_model_title()
model_title_plural = cls.get_model_title_plural()
# fix permission group label
config.add_tailbone_permission_group(permission_prefix, model_title_plural)
# download as Excel
config.add_route('{}.download_excel'.format(route_prefix), '{}/{{uuid}}/excel'.format(url_prefix))
config.add_view(cls, attr='download_excel', route_name='{}.download_excel'.format(route_prefix),
permission='{}.download_excel'.format(permission_prefix))
config.add_tailbone_permission(permission_prefix, '{}.download_excel'.format(permission_prefix),
"Download {} as Excel".format(model_title))
@classmethod
def defaults(cls, config):
cls._ordering_defaults(config)
cls._purchasing_defaults(config)
cls._batch_defaults(config)
cls._defaults(config)
def includeme(config):
OrderingBatchView.defaults(config)