feat: add basic "create order" feature, docs, tests

just the package API docs so far, narrative will come later

.gitignore

@@ -1,2 +1,5 @@
 *.pyc
 *~
+.coverage
+docs/_build/
+.tox/

docs/Makefile

@@ -0,0 +1,20 @@
+# Minimal makefile for Sphinx documentation
+#
+
+# You can set these variables from the command line, and also
+# from the environment for the first two.
+SPHINXOPTS    ?=
+SPHINXBUILD   ?= sphinx-build
+SOURCEDIR     = .
+BUILDDIR      = _build
+
+# Put it first so that "make" without argument is like "make help".
+help:
+	@$(SPHINXBUILD) -M help "$(SOURCEDIR)" "$(BUILDDIR)" $(SPHINXOPTS) $(O)
+
+.PHONY: help Makefile
+
+# Catch-all target: route all unknown targets to Sphinx using the new
+# "make mode" option.  $(O) is meant as a shortcut for $(SPHINXOPTS).
+%: Makefile
+	@$(SPHINXBUILD) -M $@ "$(SOURCEDIR)" "$(BUILDDIR)" $(SPHINXOPTS) $(O)

docs/api/sideshow.batch.neworder.rst

@@ -0,0 +1,6 @@
+
+``sideshow.batch.neworder``
+===========================
+
+.. automodule:: sideshow.batch.neworder
+   :members:

docs/api/sideshow.batch.rst

@@ -0,0 +1,6 @@
+
+``sideshow.batch``
+==================
+
+.. automodule:: sideshow.batch
+   :members:

docs/api/sideshow.cli.base.rst

@@ -0,0 +1,6 @@
+
+``sideshow.cli.base``
+=====================
+
+.. automodule:: sideshow.cli.base
+   :members:

docs/api/sideshow.cli.install.rst

@@ -0,0 +1,6 @@
+
+``sideshow.cli.install``
+========================
+
+.. automodule:: sideshow.cli.install
+   :members:

docs/api/sideshow.cli.rst

@@ -0,0 +1,6 @@
+
+``sideshow.cli``
+================
+
+.. automodule:: sideshow.cli
+   :members:

docs/api/sideshow.config.rst

@@ -0,0 +1,6 @@
+
+``sideshow.config``
+===================
+
+.. automodule:: sideshow.config
+   :members:

docs/api/sideshow.db.model.batch.neworder.rst

@@ -0,0 +1,6 @@
+
+``sideshow.db.model.batch.neworder``
+====================================
+
+.. automodule:: sideshow.db.model.batch.neworder
+   :members:

docs/api/sideshow.db.model.batch.rst

@@ -0,0 +1,6 @@
+
+``sideshow.db.model.batch``
+===========================
+
+.. automodule:: sideshow.db.model.batch
+   :members:

docs/api/sideshow.db.model.customers.rst

@@ -0,0 +1,6 @@
+
+``sideshow.db.model.customers``
+===============================
+
+.. automodule:: sideshow.db.model.customers
+   :members:

docs/api/sideshow.db.model.orders.rst

@@ -0,0 +1,6 @@
+
+``sideshow.db.model.orders``
+============================
+
+.. automodule:: sideshow.db.model.orders
+   :members:

docs/api/sideshow.db.model.products.rst

@@ -0,0 +1,6 @@
+
+``sideshow.db.model.products``
+==============================
+
+.. automodule:: sideshow.db.model.products
+   :members:

docs/api/sideshow.db.model.rst

@@ -0,0 +1,6 @@
+
+``sideshow.db.model``
+=====================
+
+.. automodule:: sideshow.db.model
+   :members:

docs/api/sideshow.db.rst

@@ -0,0 +1,6 @@
+
+``sideshow.db``
+===============
+
+.. automodule:: sideshow.db
+   :members:

docs/api/sideshow.enum.rst

@@ -0,0 +1,6 @@
+
+``sideshow.enum``
+=================
+
+.. automodule:: sideshow.enum
+   :members:

docs/api/sideshow.rst

@@ -0,0 +1,6 @@
+
+``sideshow``
+============
+
+.. automodule:: sideshow
+   :members:

docs/api/sideshow.web.app.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.app``
+====================
+
+.. automodule:: sideshow.web.app
+   :members:

docs/api/sideshow.web.forms.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.forms``
+======================
+
+.. automodule:: sideshow.web.forms
+   :members:

docs/api/sideshow.web.forms.schema.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.forms.schema``
+=============================
+
+.. automodule:: sideshow.web.forms.schema
+   :members:

docs/api/sideshow.web.menus.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.menus``
+======================
+
+.. automodule:: sideshow.web.menus
+   :members:

docs/api/sideshow.web.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web``
+================
+
+.. automodule:: sideshow.web
+   :members:

docs/api/sideshow.web.static.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.static``
+=======================
+
+.. automodule:: sideshow.web.static
+   :members:

docs/api/sideshow.web.views.batch.neworder.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.views.batch.neworder``
+=====================================
+
+.. automodule:: sideshow.web.views.batch.neworder
+   :members:

docs/api/sideshow.web.views.batch.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.views.batch``
+============================
+
+.. automodule:: sideshow.web.views.batch
+   :members:

docs/api/sideshow.web.views.customers.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.views.customers``
+================================
+
+.. automodule:: sideshow.web.views.customers
+   :members:

docs/api/sideshow.web.views.orders.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.views.orders``
+=============================
+
+.. automodule:: sideshow.web.views.orders
+   :members:

docs/api/sideshow.web.views.products.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.views.products``
+===============================
+
+.. automodule:: sideshow.web.views.products
+   :members:

docs/api/sideshow.web.views.rst

@@ -0,0 +1,6 @@
+
+``sideshow.web.views``
+======================
+
+.. automodule:: sideshow.web.views
+   :members:

docs/conf.py

@@ -0,0 +1,42 @@
+# Configuration file for the Sphinx documentation builder.
+#
+# For the full list of built-in configuration values, see the documentation:
+# https://www.sphinx-doc.org/en/master/usage/configuration.html
+
+# -- Project information -----------------------------------------------------
+# https://www.sphinx-doc.org/en/master/usage/configuration.html#project-information
+
+from importlib.metadata import version as get_version
+
+project = 'Sideshow'
+copyright = '2025, Lance Edgar'
+author = 'Lance Edgar'
+release = get_version('Sideshow')
+
+# -- General configuration ---------------------------------------------------
+# https://www.sphinx-doc.org/en/master/usage/configuration.html#general-configuration
+
+extensions = [
+    'sphinx.ext.autodoc',
+    'sphinx.ext.intersphinx',
+    'sphinx.ext.viewcode',
+    'sphinx.ext.todo',
+    'sphinxcontrib.programoutput',
+    'enum_tools.autoenum',
+]
+
+templates_path = ['_templates']
+exclude_patterns = ['_build', 'Thumbs.db', '.DS_Store']
+
+intersphinx_mapping = {
+    'pyramid': ('https://docs.pylonsproject.org/projects/pyramid/en/latest/', None),
+    'wuttjamaican': ('https://rattailproject.org/docs/wuttjamaican/', None),
+    'wuttaweb': ('https://rattailproject.org/docs/wuttaweb/', None),
+}
+
+
+# -- Options for HTML output -------------------------------------------------
+# https://www.sphinx-doc.org/en/master/usage/configuration.html#options-for-html-output
+
+html_theme = 'furo'
+html_static_path = ['_static']

docs/glossary.rst

@@ -0,0 +1,36 @@
+
+Glossary
+========
+
+.. glossary::
+   :sorted:
+
+   order
+     This is the central focus of the app; it refers to a customer
+     case/special order which is tracked over time, from placement to
+     fulfillment.  Each order may have one or more :term:`order items
+     <order item>`.
+
+   order item
+     This is effectively a "line item" within an :term:`order`.  It
+     represents a particular product, with quantity and pricing
+     specific to the order.
+
+     Each order item is tracked independently of its parent order and
+     sibling items.
+
+   pending customer
+     Generally refers to a "new / unknown" customer, e.g. for whom a
+     new order is being created.  This allows the order lifecycle to
+     get going before the customer has a proper account in the system.
+
+     See :class:`~sideshow.db.model.customers.PendingCustomer` for the
+     data model.
+
+   pending product
+     Generally refers to a "new / unknown" product, e.g. for which a
+     new order is being created.  This allows the order lifecycle to
+     get going before the product has a true record in the system.
+
+     See :class:`~sideshow.db.model.products.PendingProduct` for the
+     data model.

docs/index.rst

@@ -0,0 +1,53 @@
+
+Sideshow
+========
+
+This is a web app which provides retailers a way to track case/special
+orders.
+
+Good documentation and 100% `test coverage`_ are priorities for this
+project.
+
+.. _test coverage: https://buildbot.rattailproject.org/coverage/sideshow/
+
+However as you can see..the API should be fairly well documented but
+the narrative docs are pretty scant.  That will eventually change.
+
+.. toctree::
+   :maxdepth: 2
+   :caption: Documentation:
+
+   glossary
+   narr/cli/index
+
+.. toctree::
+   :maxdepth: 1
+   :caption: Package API:
+
+   api/sideshow
+   api/sideshow.batch
+   api/sideshow.batch.neworder
+   api/sideshow.cli
+   api/sideshow.cli.base
+   api/sideshow.cli.install
+   api/sideshow.config
+   api/sideshow.db
+   api/sideshow.db.model
+   api/sideshow.db.model.batch
+   api/sideshow.db.model.batch.neworder
+   api/sideshow.db.model.customers
+   api/sideshow.db.model.orders
+   api/sideshow.db.model.products
+   api/sideshow.enum
+   api/sideshow.web
+   api/sideshow.web.app
+   api/sideshow.web.forms
+   api/sideshow.web.forms.schema
+   api/sideshow.web.menus
+   api/sideshow.web.static
+   api/sideshow.web.views
+   api/sideshow.web.views.batch
+   api/sideshow.web.views.batch.neworder
+   api/sideshow.web.views.customers
+   api/sideshow.web.views.orders
+   api/sideshow.web.views.products

docs/make.bat

@@ -0,0 +1,35 @@
+@ECHO OFF
+
+pushd %~dp0
+
+REM Command file for Sphinx documentation
+
+if "%SPHINXBUILD%" == "" (
+	set SPHINXBUILD=sphinx-build
+)
+set SOURCEDIR=.
+set BUILDDIR=_build
+
+%SPHINXBUILD% >NUL 2>NUL
+if errorlevel 9009 (
+	echo.
+	echo.The 'sphinx-build' command was not found. Make sure you have Sphinx
+	echo.installed, then set the SPHINXBUILD environment variable to point
+	echo.to the full path of the 'sphinx-build' executable. Alternatively you
+	echo.may add the Sphinx directory to PATH.
+	echo.
+	echo.If you don't have Sphinx installed, grab it from
+	echo.https://www.sphinx-doc.org/
+	exit /b 1
+)
+
+if "%1" == "" goto help
+
+%SPHINXBUILD% -M %1 %SOURCEDIR% %BUILDDIR% %SPHINXOPTS% %O%
+goto end
+
+:help
+%SPHINXBUILD% -M help %SOURCEDIR% %BUILDDIR% %SPHINXOPTS% %O%
+
+:end
+popd

docs/narr/cli/builtin.rst

@@ -0,0 +1,43 @@
+
+===================
+ Built-in Commands
+===================
+
+Sideshow comes with one top-level :term:`command`, and some
+:term:`subcommands<subcommand>`.
+
+It uses `Typer`_ for the underlying CLI framework.
+
+.. _Typer: https://typer.tiangolo.com/
+
+
+``sideshow``
+------------
+
+This is the top-level command.  Its purpose is to expose subcommands
+pertaining to Sideshow.
+
+It is installed to the virtual environment in the ``bin`` folder (or
+``Scripts`` on Windows):
+
+.. code-block:: sh
+
+   cd /path/to/venv
+   bin/sideshow --help
+
+Defined in: :mod:`sideshow.cli`
+
+.. program-output:: sideshow --help
+
+
+.. _sideshow-install:
+
+``sideshow install``
+--------------------
+
+Install the web app, generating config files based on interactive
+prompting.
+
+Defined in: :mod:`sideshow.cli.install`
+
+.. program-output:: sideshow install --help

docs/narr/cli/index.rst

@@ -0,0 +1,14 @@
+
+==============
+ Command Line
+==============
+
+There isn't much to the command line for Sideshow, but here it is.
+
+For more general info about CLI see
+:doc:`wuttjamaican:narr/cli/index`.
+
+.. toctree::
+   :maxdepth: 2
+
+   builtin

pyproject.toml

@@ -32,9 +32,14 @@ license = {text = "GNU General Public License v3+"}
 requires-python = ">= 3.8"
 dependencies = [
         "psycopg2",
-        "WuttaWeb",
+        "WuttaWeb>=0.19.1",
 ]
 
+[project.optional-dependencies]
+docs = ["Sphinx", "furo", "sphinxcontrib-programoutput", "enum-tools[sphinx]"]
+tests = ["pytest-cov", "tox"]
+
+
 [project.scripts]
 "sideshow" = "sideshow.cli:sideshow_typer"
 

src/sideshow/__init__.py

@@ -0,0 +1,25 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Sideshow - Case/Special Order Tracker
+"""

src/sideshow/batch/neworder.py

@@ -0,0 +1,471 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+New Order Batch Handler
+"""
+
+import datetime
+import decimal
+
+from wuttjamaican.batch import BatchHandler
+
+from sideshow.db.model import NewOrderBatch
+
+
+class NewOrderBatchHandler(BatchHandler):
+    """
+    The :term:`batch handler` for New Order Batches.
+
+    This is responsible for business logic around the creation of new
+    :term:`orders <order>`.  A
+    :class:`~sideshow.db.model.batch.neworder.NewOrderBatch` tracks
+    all user input until they "submit" (execute) at which point an
+    :class:`~sideshow.db.model.orders.Order` is created.
+    """
+    model_class = NewOrderBatch
+
+    def set_pending_customer(self, batch, data):
+        """
+        Set (add or update) pending customer info for the batch.
+
+        This will clear the
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatch.customer_id`
+        and set the
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatch.pending_customer`,
+        creating a new record if needed.  It then updates the pending
+        customer record per the given ``data``.
+
+        :param batch:
+           :class:`~sideshow.db.model.batch.neworder.NewOrderBatch`
+           to be updated.
+
+        :param data: Dict of field data for the
+           :class:`~sideshow.db.model.customers.PendingCustomer`
+           record.
+        """
+        model = self.app.model
+        enum = self.app.enum
+
+        # remove customer account if set
+        batch.customer_id = None
+
+        # create pending customer if needed
+        pending = batch.pending_customer
+        if not pending:
+            kw = dict(data)
+            kw.setdefault('status', enum.PendingCustomerStatus.PENDING)
+            pending = model.PendingCustomer(**kw)
+            batch.pending_customer = pending
+
+        # update pending customer
+        if 'first_name' in data:
+            pending.first_name = data['first_name']
+        if 'last_name' in data:
+            pending.last_name = data['last_name']
+        if 'full_name' in data:
+            pending.full_name = data['full_name']
+        elif 'first_name' in data or 'last_name' in data:
+            pending.full_name = self.app.make_full_name(data.get('first_name'),
+                                                        data.get('last_name'))
+        if 'phone_number' in data:
+            pending.phone_number = data['phone_number']
+        if 'email_address' in data:
+            pending.email_address = data['email_address']
+
+        # update batch per pending customer
+        batch.customer_name = pending.full_name
+        batch.phone_number = pending.phone_number
+        batch.email_address = pending.email_address
+
+    def add_pending_product(self, batch, pending_info,
+                            order_qty, order_uom):
+        """
+        Add a new row to the batch, for the given "pending" product
+        and order quantity.
+
+        See also :meth:`set_pending_product()` to update an existing row.
+
+        :param batch:
+           :class:`~sideshow.db.model.batch.neworder.NewOrderBatch` to
+           which the row should be added.
+
+        :param pending_info: Dict of kwargs to use when constructing a
+           new :class:`~sideshow.db.model.products.PendingProduct`.
+
+        :param order_qty: Quantity of the product to be added to the
+           order.
+
+        :param order_uom: UOM for the order quantity; must be a code
+           from :data:`~sideshow.enum.ORDER_UOM`.
+
+        :returns:
+           :class:`~sideshow.db.model.batch.neworder.NewOrderBatchRow`
+           which was added to the batch.
+        """
+        model = self.app.model
+        enum = self.app.enum
+        session = self.app.get_session(batch)
+
+        # make new pending product
+        kw = dict(pending_info)
+        kw.setdefault('status', enum.PendingProductStatus.PENDING)
+        product = model.PendingProduct(**kw)
+        session.add(product)
+        session.flush()
+        # nb. this may convert float to decimal etc.
+        session.refresh(product)
+
+        # make/add new row, w/ pending product
+        row = self.make_row(pending_product=product,
+                            order_qty=order_qty, order_uom=order_uom)
+        self.add_row(batch, row)
+        session.add(row)
+        session.flush()
+        return row
+
+    def set_pending_product(self, row, data):
+        """
+        Set (add or update) pending product info for the given batch row.
+
+        This will clear the
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatchRow.product_id`
+        and set the
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatchRow.pending_product`,
+        creating a new record if needed.  It then updates the pending
+        product record per the given ``data``, and finally calls
+        :meth:`refresh_row()`.
+
+        Note that this does not update order quantity for the item.
+
+        See also :meth:`add_pending_product()` to add a new row
+        instead of updating.
+
+        :param row:
+           :class:`~sideshow.db.model.batch.neworder.NewOrderBatchRow`
+           to be updated.
+
+        :param data: Dict of field data for the
+           :class:`~sideshow.db.model.products.PendingProduct` record.
+        """
+        model = self.app.model
+        enum = self.app.enum
+        session = self.app.get_session(row)
+
+        # values for these fields can be used as-is
+        simple_fields = [
+            'scancode',
+            'brand_name',
+            'description',
+            'size',
+            'weighed',
+            'department_id',
+            'department_name',
+            'special_order',
+            'vendor_name',
+            'vendor_item_code',
+            'notes',
+            'unit_cost',
+            'case_size',
+            'case_cost',
+            'unit_price_reg',
+        ]
+
+        # clear true product id
+        row.product_id = None
+
+        # make pending product if needed
+        product = row.pending_product
+        if not product:
+            kw = dict(data)
+            kw.setdefault('status', enum.PendingProductStatus.PENDING)
+            product = model.PendingProduct(**kw)
+            session.add(product)
+            row.pending_product = product
+            session.flush()
+
+        # update pending product
+        for field in simple_fields:
+            if field in data:
+                setattr(product, field, data[field])
+
+        # nb. this may convert float to decimal etc.
+        session.flush()
+        session.refresh(product)
+
+        # refresh per new info
+        self.refresh_row(row)
+
+    def refresh_row(self, row, now=None):
+        """
+        Refresh all data for the row.  This is called when adding a
+        new row to the batch, or anytime the row is updated (e.g. when
+        changing order quantity).
+
+        This calls one of the following to update product-related
+        attributes for the row:
+
+        * :meth:`refresh_row_from_pending_product()`
+        * :meth:`refresh_row_from_true_product()`
+
+        It then re-calculates the row's
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatchRow.total_price`
+        and updates the batch accordingly.
+
+        It also sets the row
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatchRow.status_code`.
+        """
+        enum = self.app.enum
+        row.status_code = None
+        row.status_text = None
+
+        # ensure product
+        if not row.product_id and not row.pending_product:
+            row.status_code = row.STATUS_MISSING_PRODUCT
+            return
+
+        # ensure order qty/uom
+        if not row.order_qty or not row.order_uom:
+            row.status_code = row.STATUS_MISSING_ORDER_QTY
+            return
+
+        # update product attrs on row
+        if row.product_id:
+            self.refresh_row_from_true_product(row)
+        else:
+            self.refresh_row_from_pending_product(row)
+
+        # we need to know if total price changes
+        old_total = row.total_price
+
+        # update quoted price
+        row.unit_price_quoted = None
+        row.case_price_quoted = None
+        if row.unit_price_sale is not None and (
+                not row.sale_ends
+                or row.sale_ends > (now or datetime.datetime.now())):
+            row.unit_price_quoted = row.unit_price_sale
+        else:
+            row.unit_price_quoted = row.unit_price_reg
+        if row.unit_price_quoted is not None and row.case_size:
+            row.case_price_quoted = row.unit_price_quoted * row.case_size
+
+        # update row total price
+        row.total_price = None
+        if row.order_uom == enum.ORDER_UOM_CASE:
+            if row.unit_price_quoted is not None and row.case_size is not None:
+                row.total_price = row.unit_price_quoted * row.case_size * row.order_qty
+        else: # ORDER_UOM_UNIT (or similar)
+            if row.unit_price_quoted is not None:
+                row.total_price = row.unit_price_quoted * row.order_qty
+        if row.total_price is not None:
+            row.total_price = decimal.Decimal(f'{row.total_price:0.2f}')
+
+        # update batch if total price changed
+        if row.total_price != old_total:
+            batch = row.batch
+            batch.total_price = ((batch.total_price or 0)
+                                 + (row.total_price or 0)
+                                 - (old_total or 0))
+
+        # all ok
+        row.status_code = row.STATUS_OK
+
+    def refresh_row_from_pending_product(self, row):
+        """
+        Update product-related attributes on the row, from its
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatchRow.pending_product`
+        record.
+
+        This is called automatically from :meth:`refresh_row()`.
+        """
+        product = row.pending_product
+
+        row.product_scancode = product.scancode
+        row.product_brand = product.brand_name
+        row.product_description = product.description
+        row.product_size = product.size
+        row.product_weighed = product.weighed
+        row.department_id = product.department_id
+        row.department_name = product.department_name
+        row.special_order = product.special_order
+        row.case_size = product.case_size
+        row.unit_cost = product.unit_cost
+        row.unit_price_reg = product.unit_price_reg
+
+    def refresh_row_from_true_product(self, row):
+        """
+        Update product-related attributes on the row, from its "true"
+        product record indicated by
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatchRow.product_id`.
+
+        This is called automatically from :meth:`refresh_row()`.
+
+        There is no default logic here; subclass must implement as
+        needed.
+        """
+
+    def remove_row(self, row):
+        """
+        Remove a row from its batch.
+
+        This also will update the batch
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatch.total_price`
+        accordingly.
+        """
+        if row.total_price:
+            batch = row.batch
+            batch.total_price = (batch.total_price or 0) - row.total_price
+
+        super().remove_row(row)
+
+    def do_delete(self, batch, user, **kwargs):
+        """
+        Delete the given batch entirely.
+
+        If the batch has a
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatch.pending_customer`
+        record, that is deleted also.
+        """
+        # maybe delete pending customer record, if it only exists for
+        # sake of this batch
+        if batch.pending_customer:
+            if len(batch.pending_customer.new_order_batches) == 1:
+                # TODO: check for past orders too
+                session = self.app.get_session(batch)
+                session.delete(batch.pending_customer)
+
+        # continue with normal deletion
+        super().do_delete(batch, user, **kwargs)
+
+    def why_not_execute(self, batch, **kwargs):
+        """
+        By default this checks to ensure the batch has a customer and
+        at least one item.
+        """
+        if not batch.customer_id and not batch.pending_customer:
+            return "Must assign the customer"
+
+        rows = self.get_effective_rows(batch)
+        if not rows:
+            return "Must add at least one valid item"
+
+    def get_effective_rows(self, batch):
+        """
+        Only rows with
+        :attr:`~sideshow.db.model.batch.neworder.NewOrderBatchRow.STATUS_OK`
+        are "effective" - i.e. rows with other status codes will not
+        be created as proper order items.
+        """
+        return [row for row in batch.rows
+                if row.status_code == row.STATUS_OK]
+
+    def execute(self, batch, user=None, progress=None, **kwargs):
+        """
+        By default, this will call :meth:`make_new_order()` and return
+        the new :class:`~sideshow.db.model.orders.Order` instance.
+
+        Note that callers should use
+        :meth:`~wuttjamaican:wuttjamaican.batch.BatchHandler.do_execute()`
+        instead, which calls this method automatically.
+        """
+        rows = self.get_effective_rows(batch)
+        order = self.make_new_order(batch, rows, user=user, progress=progress, **kwargs)
+        return order
+
+    def make_new_order(self, batch, rows, user=None, progress=None, **kwargs):
+        """
+        Create a new :term:`order` from the batch data.
+
+        This is called automatically from :meth:`execute()`.
+
+        :param batch:
+           :class:`~sideshow.db.model.batch.neworder.NewOrderBatch`
+           instance.
+
+        :param rows: List of effective rows for the batch, i.e. which
+           rows should be converted to :term:`order items <order
+           item>`.
+
+        :returns: :class:`~sideshow.db.model.orders.Order` instance.
+        """
+        model = self.app.model
+        enum = self.app.enum
+        session = self.app.get_session(batch)
+
+        batch_fields = [
+            'store_id',
+            'customer_id',
+            'pending_customer',
+            'customer_name',
+            'phone_number',
+            'email_address',
+            'total_price',
+        ]
+
+        row_fields = [
+            'pending_product_uuid',
+            'product_scancode',
+            'product_brand',
+            'product_description',
+            'product_size',
+            'product_weighed',
+            'department_id',
+            'department_name',
+            'case_size',
+            'order_qty',
+            'order_uom',
+            'unit_cost',
+            'unit_price_quoted',
+            'case_price_quoted',
+            'unit_price_reg',
+            'unit_price_sale',
+            'sale_ends',
+            # 'discount_percent',
+            'total_price',
+            'special_order',
+        ]
+
+        # make order
+        kw = dict([(field, getattr(batch, field))
+                   for field in batch_fields])
+        kw['order_id'] = batch.id
+        kw['created_by'] = user
+        order = model.Order(**kw)
+        session.add(order)
+        session.flush()
+
+        def convert(row, i):
+
+            # make order item
+            kw = dict([(field, getattr(row, field))
+                       for field in row_fields])
+            item = model.OrderItem(**kw)
+            order.items.append(item)
+
+            # set item status
+            item.status_code = enum.ORDER_ITEM_STATUS_INITIATED
+
+        self.app.progress_loop(convert, rows, progress,
+                               message="Converting batch rows to order items")
+        session.flush()
+        return order

src/sideshow/cli/__init__.py

@@ -21,17 +21,16 @@
 #
 ################################################################################
 """
-Pyramid event subscribers
+Sideshow - command line interface
+
+See also :doc:`/narr/cli/index`.
+
+This (``sideshow.cli``) namespace exposes the following:
+
+* :data:`~sideshow.cli.base.sideshow_typer` (top-level command)
 """
 
-import sideshow
+from .base import sideshow_typer
 
-
-def add_sideshow_to_context(event):
-    renderer_globals = event
-    renderer_globals['sideshow'] = sideshow
-
-
-def includeme(config):
-    config.include('wuttaweb.subscribers')
-    config.add_subscriber(add_sideshow_to_context, 'pyramid.events.BeforeRender')
+# nb. must bring in all modules for discovery to work
+from . import install

src/sideshow/cli/base.py

@@ -0,0 +1,40 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+sideshow - core command logic
+
+See also :doc:`/narr/cli/index`.
+
+.. data:: sideshow_typer
+
+   This is the top-level ``sideshow`` :term:`command`, using the Typer
+   framework.
+"""
+
+from wuttjamaican.cli import make_typer
+
+
+sideshow_typer = make_typer(
+    name='sideshow',
+    help="Sideshow -- Case/Special Order Tracker"
+)

src/sideshow/cli/install.py

@@ -21,18 +21,12 @@
 #
 ################################################################################
 """
-Sideshow CLI
+See also: :ref:`sideshow-install`
 """
 
 import typer
 
-from wuttjamaican.cli import make_typer
-
-
-sideshow_typer = make_typer(
-    name='sideshow',
-    help="Sideshow -- Case/Special Order Tracker"
-)
+from .base import sideshow_typer
 
 
 @sideshow_typer.command()

src/sideshow/config.py

@@ -21,7 +21,7 @@
 #
 ################################################################################
 """
-Sideshow config extensions
+Sideshow config extension
 """
 
 from wuttjamaican.conf import WuttaConfigExtension
@@ -29,18 +29,22 @@ from wuttjamaican.conf import WuttaConfigExtension
 
 class SideshowConfig(WuttaConfigExtension):
     """
-    Config extension for Sideshow
+    Config extension for Sideshow.
+
+    This establishes some config defaults specific to Sideshow.
     """
     key = 'sideshow'
 
     def configure(self, config):
+        """ """
 
         # app info
         config.setdefault(f'{config.appname}.app_title', "Sideshow")
         config.setdefault(f'{config.appname}.app_dist', "Sideshow")
 
-        # app model
+        # app model, enum
         config.setdefault(f'{config.appname}.model_spec', 'sideshow.db.model')
+        config.setdefault(f'{config.appname}.enum_spec', 'sideshow.enum')
 
         # web app menu
         config.setdefault(f'{config.appname}.web.menus.handler_spec',

src/sideshow/db/alembic/versions/7a6df83afbd4_initial_order_tables.py

@@ -0,0 +1,203 @@
+"""initial order tables
+
+Revision ID: 7a6df83afbd4
+Revises: 
+Create Date: 2024-12-30 18:53:51.358163
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+import wuttjamaican.db.util
+
+
+# revision identifiers, used by Alembic.
+revision: str = '7a6df83afbd4'
+down_revision: Union[str, None] = None
+branch_labels: Union[str, Sequence[str], None] = ('sideshow',)
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+
+    # enums
+    sa.Enum('PENDING', 'READY', 'RESOLVED', name='pendingcustomerstatus').create(op.get_bind())
+    sa.Enum('PENDING', 'READY', 'RESOLVED', name='pendingproductstatus').create(op.get_bind())
+
+    # sideshow_pending_customer
+    op.create_table('sideshow_pending_customer',
+                    sa.Column('uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.Column('customer_id', sa.String(length=20), nullable=True),
+                    sa.Column('full_name', sa.String(length=100), nullable=True),
+                    sa.Column('first_name', sa.String(length=50), nullable=True),
+                    sa.Column('last_name', sa.String(length=50), nullable=True),
+                    sa.Column('phone_number', sa.String(length=20), nullable=True),
+                    sa.Column('email_address', sa.String(length=255), nullable=True),
+                    sa.Column('status', postgresql.ENUM('PENDING', 'READY', 'RESOLVED', name='pendingcustomerstatus', create_type=False), nullable=False),
+                    sa.Column('created', sa.DateTime(timezone=True), nullable=False),
+                    sa.Column('created_by_uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.ForeignKeyConstraint(['created_by_uuid'], ['user.uuid'], name=op.f('fk_sideshow_pending_customer_created_by_uuid_user')),
+                    sa.PrimaryKeyConstraint('uuid', name=op.f('pk_sideshow_pending_customer'))
+                    )
+
+    # sideshow_pending_product
+    op.create_table('sideshow_pending_product',
+                    sa.Column('uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.Column('product_id', sa.String(length=20), nullable=True),
+                    sa.Column('scancode', sa.String(length=14), nullable=True),
+                    sa.Column('department_id', sa.String(length=10), nullable=True),
+                    sa.Column('department_name', sa.String(length=30), nullable=True),
+                    sa.Column('brand_name', sa.String(length=100), nullable=True),
+                    sa.Column('description', sa.String(length=255), nullable=True),
+                    sa.Column('size', sa.String(length=30), nullable=True),
+                    sa.Column('weighed', sa.Boolean(), nullable=True),
+                    sa.Column('vendor_name', sa.String(length=50), nullable=True),
+                    sa.Column('vendor_item_code', sa.String(length=20), nullable=True),
+                    sa.Column('unit_cost', sa.Numeric(precision=9, scale=5), nullable=True),
+                    sa.Column('case_size', sa.Numeric(precision=9, scale=4), nullable=True),
+                    sa.Column('unit_price_reg', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('special_order', sa.Boolean(), nullable=True),
+                    sa.Column('notes', sa.Text(), nullable=True),
+                    sa.Column('status', postgresql.ENUM('PENDING', 'READY', 'RESOLVED', name='pendingproductstatus', create_type=False), nullable=False),
+                    sa.Column('created', sa.DateTime(timezone=True), nullable=False),
+                    sa.Column('created_by_uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.ForeignKeyConstraint(['created_by_uuid'], ['user.uuid'], name=op.f('fk_sideshow_pending_product_created_by_uuid_user')),
+                    sa.PrimaryKeyConstraint('uuid', name=op.f('pk_sideshow_pending_product'))
+                    )
+
+    # sideshow_order
+    op.create_table('sideshow_order',
+                    sa.Column('uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.Column('order_id', sa.Integer(), nullable=False),
+                    sa.Column('store_id', sa.String(length=10), nullable=True),
+                    sa.Column('customer_id', sa.String(length=20), nullable=True),
+                    sa.Column('pending_customer_uuid', wuttjamaican.db.util.UUID(), nullable=True),
+                    sa.Column('customer_name', sa.String(length=100), nullable=True),
+                    sa.Column('phone_number', sa.String(length=20), nullable=True),
+                    sa.Column('email_address', sa.String(length=255), nullable=True),
+                    sa.Column('total_price', sa.Numeric(precision=10, scale=3), nullable=True),
+                    sa.Column('created', sa.DateTime(timezone=True), nullable=False),
+                    sa.Column('created_by_uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.ForeignKeyConstraint(['pending_customer_uuid'], ['sideshow_pending_customer.uuid'], name=op.f('fk_order_pending_customer_uuid_pending_customer')),
+                    sa.ForeignKeyConstraint(['created_by_uuid'], ['user.uuid'], name=op.f('fk_order_created_by_uuid_user')),
+                    sa.PrimaryKeyConstraint('uuid', name=op.f('pk_order'))
+                    )
+
+    # sideshow_order_item
+    op.create_table('sideshow_order_item',
+                    sa.Column('uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.Column('order_uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.Column('sequence', sa.Integer(), nullable=False),
+                    sa.Column('product_id', sa.String(length=20), nullable=True),
+                    sa.Column('pending_product_uuid', wuttjamaican.db.util.UUID(), nullable=True),
+                    sa.Column('product_scancode', sa.String(length=14), nullable=True),
+                    sa.Column('product_brand', sa.String(length=100), nullable=True),
+                    sa.Column('product_description', sa.String(length=255), nullable=True),
+                    sa.Column('product_size', sa.String(length=30), nullable=True),
+                    sa.Column('product_weighed', sa.Boolean(), nullable=True),
+                    sa.Column('department_id', sa.String(length=10), nullable=True),
+                    sa.Column('department_name', sa.String(length=30), nullable=True),
+                    sa.Column('special_order', sa.Boolean(), nullable=True),
+                    sa.Column('case_size', sa.Numeric(precision=10, scale=4), nullable=True),
+                    sa.Column('order_qty', sa.Numeric(precision=10, scale=4), nullable=False),
+                    sa.Column('order_uom', sa.String(length=10), nullable=False),
+                    sa.Column('unit_cost', sa.Numeric(precision=9, scale=5), nullable=True),
+                    sa.Column('unit_price_reg', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('unit_price_sale', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('sale_ends', sa.DateTime(timezone=True), nullable=True),
+                    sa.Column('unit_price_quoted', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('case_price_quoted', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('discount_percent', sa.Numeric(precision=5, scale=3), nullable=True),
+                    sa.Column('total_price', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('status_code', sa.Integer(), nullable=False),
+                    sa.Column('paid_amount', sa.Numeric(precision=8, scale=3), nullable=False),
+                    sa.Column('payment_transaction_number', sa.String(length=20), nullable=True),
+                    sa.ForeignKeyConstraint(['order_uuid'], ['sideshow_order.uuid'], name=op.f('fk_sideshow_order_item_order_uuid_order')),
+                    sa.ForeignKeyConstraint(['pending_product_uuid'], ['sideshow_pending_product.uuid'], name=op.f('fk_sideshow_order_item_pending_product_uuid_pending_product')),
+                    sa.PrimaryKeyConstraint('uuid', name=op.f('pk_order_item'))
+                    )
+
+    # sideshow_batch_neworder
+    op.create_table('sideshow_batch_neworder',
+                    sa.Column('uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.Column('id', sa.Integer(), nullable=False),
+                    sa.Column('description', sa.String(length=255), nullable=True),
+                    sa.Column('notes', sa.Text(), nullable=True),
+                    sa.Column('row_count', sa.Integer(), nullable=True),
+                    sa.Column('status_code', sa.Integer(), nullable=True),
+                    sa.Column('status_text', sa.String(length=255), nullable=True),
+                    sa.Column('created', sa.DateTime(timezone=True), nullable=False),
+                    sa.Column('created_by_uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.Column('executed', sa.DateTime(timezone=True), nullable=True),
+                    sa.Column('executed_by_uuid', wuttjamaican.db.util.UUID(), nullable=True),
+                    sa.Column('store_id', sa.String(length=10), nullable=True),
+                    sa.Column('customer_id', sa.String(length=20), nullable=True),
+                    sa.Column('pending_customer_uuid', wuttjamaican.db.util.UUID(), nullable=True),
+                    sa.Column('customer_name', sa.String(length=100), nullable=True),
+                    sa.Column('phone_number', sa.String(length=20), nullable=True),
+                    sa.Column('email_address', sa.String(length=255), nullable=True),
+                    sa.Column('total_price', sa.Numeric(precision=10, scale=3), nullable=True),
+                    sa.ForeignKeyConstraint(['created_by_uuid'], ['user.uuid'], name=op.f('fk_sideshow_batch_neworder_created_by_uuid_user')),
+                    sa.ForeignKeyConstraint(['executed_by_uuid'], ['user.uuid'], name=op.f('fk_sideshow_batch_neworder_executed_by_uuid_user')),
+                    sa.ForeignKeyConstraint(['pending_customer_uuid'], ['sideshow_pending_customer.uuid'], name=op.f('fk_sideshow_batch_neworder_pending_customer_uuid_pending_customer')),
+                    sa.PrimaryKeyConstraint('uuid', name=op.f('pk_sideshow_batch_neworder'))
+                    )
+
+    # sideshow_batch_neworder_row
+    op.create_table('sideshow_batch_neworder_row',
+                    sa.Column('uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.Column('batch_uuid', wuttjamaican.db.util.UUID(), nullable=False),
+                    sa.Column('sequence', sa.Integer(), nullable=False),
+                    sa.Column('status_text', sa.String(length=255), nullable=True),
+                    sa.Column('modified', sa.DateTime(timezone=True), nullable=True),
+                    sa.Column('pending_product_uuid', wuttjamaican.db.util.UUID(), nullable=True),
+                    sa.Column('product_id', sa.String(length=20), nullable=True),
+                    sa.Column('product_scancode', sa.String(length=14), nullable=True),
+                    sa.Column('product_brand', sa.String(length=100), nullable=True),
+                    sa.Column('product_description', sa.String(length=255), nullable=True),
+                    sa.Column('product_size', sa.String(length=30), nullable=True),
+                    sa.Column('product_weighed', sa.Boolean(), nullable=True),
+                    sa.Column('department_id', sa.String(length=10), nullable=True),
+                    sa.Column('department_name', sa.String(length=30), nullable=True),
+                    sa.Column('special_order', sa.Boolean(), nullable=True),
+                    sa.Column('case_size', sa.Numeric(precision=10, scale=4), nullable=True),
+                    sa.Column('order_qty', sa.Numeric(precision=10, scale=4), nullable=False),
+                    sa.Column('order_uom', sa.String(length=10), nullable=False),
+                    sa.Column('unit_cost', sa.Numeric(precision=9, scale=5), nullable=True),
+                    sa.Column('unit_price_reg', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('unit_price_sale', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('sale_ends', sa.DateTime(timezone=True), nullable=True),
+                    sa.Column('unit_price_quoted', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('case_price_quoted', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('discount_percent', sa.Numeric(precision=5, scale=3), nullable=True),
+                    sa.Column('total_price', sa.Numeric(precision=8, scale=3), nullable=True),
+                    sa.Column('status_code', sa.Integer(), nullable=False),
+                    sa.ForeignKeyConstraint(['batch_uuid'], ['sideshow_batch_neworder.uuid'], name=op.f('fk_sideshow_batch_neworder_row_batch_uuid_batch_neworder')),
+                    sa.ForeignKeyConstraint(['pending_product_uuid'], ['sideshow_pending_product.uuid'], name=op.f('fk_sideshow_batch_neworder_row_pending_product_uuid_pending_product')),
+                    sa.PrimaryKeyConstraint('uuid', name=op.f('pk_sideshow_batch_neworder_row'))
+                    )
+
+
+def downgrade() -> None:
+
+    # sideshow_batch_neworder*
+    op.drop_table('sideshow_batch_neworder_row')
+    op.drop_table('sideshow_batch_neworder')
+
+    # sideshow_order_item
+    op.drop_table('sideshow_order_item')
+
+    # sideshow_order
+    op.drop_table('sideshow_order')
+
+    # sideshow_pending_product
+    op.drop_table('sideshow_pending_product')
+
+    # sideshow_pending_customer
+    op.drop_table('sideshow_pending_customer')
+
+    # enums
+    sa.Enum('PENDING', 'READY', 'RESOLVED', name='pendingproductstatus').drop(op.get_bind())
+    sa.Enum('PENDING', 'READY', 'RESOLVED', name='pendingcustomerstatus').drop(op.get_bind())

src/sideshow/db/model/__init__.py

@@ -22,9 +22,32 @@
 ################################################################################
 """
 Sideshow data models
+
+This is the default :term:`app model` module for Sideshow.
+
+This namespace exposes everything from
+:mod:`wuttjamaican:wuttjamaican.db.model`, plus the following.
+
+Primary :term:`data models <data model>`:
+
+* :class:`~sideshow.db.model.orders.Order`
+* :class:`~sideshow.db.model.orders.OrderItem`
+* :class:`~sideshow.db.model.customers.PendingCustomer`
+* :class:`~sideshow.db.model.products.PendingProduct`
+
+And the :term:`batch` models:
+
+* :class:`~sideshow.db.model.batch.neworder.NewOrderBatch`
+* :class:`~sideshow.db.model.batch.neworder.NewOrderBatchRow`
 """
 
 # bring in all of wutta
 from wuttjamaican.db.model import *
 
-# TODO: import other/custom models here...
+# sideshow models
+from .customers import PendingCustomer
+from .products import PendingProduct
+from .orders import Order, OrderItem
+
+# batch models
+from .batch.neworder import NewOrderBatch, NewOrderBatchRow

src/sideshow/db/model/batch/neworder.py

@@ -0,0 +1,310 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Data models for New Order Batch
+
+* :class:`NewOrderBatch`
+* :class:`NewOrderBatchRow`
+"""
+
+import sqlalchemy as sa
+from sqlalchemy import orm
+from sqlalchemy.ext.declarative import declared_attr
+
+from wuttjamaican.db import model
+
+
+class NewOrderBatch(model.BatchMixin, model.Base):
+    """
+    :term:`Batch <batch>` used for entering new :term:`orders <order>`
+    into the system.  Each batch ultimately becomes an
+    :class:`~sideshow.db.model.orders.Order`.
+
+    See also :class:`~sideshow.batch.neworder.NewOrderBatchHandler`
+    which is the default :term:`batch handler` for this :term:`batch
+    type`.
+
+    Generic batch attributes (undocumented below) are inherited from
+    :class:`~wuttjamaican:wuttjamaican.db.model.batch.BatchMixin`.
+    """
+    __tablename__ = 'sideshow_batch_neworder'
+    __batchrow_class__ = 'NewOrderBatchRow'
+
+    batch_type = 'neworder'
+    """
+    Official :term:`batch type` key.
+    """
+
+    @declared_attr
+    def __table_args__(cls):
+        return cls.__default_table_args__() + (
+            sa.ForeignKeyConstraint(['pending_customer_uuid'], ['sideshow_pending_customer.uuid']),
+        )
+
+    STATUS_OK                           = 1
+
+    STATUS = {
+        STATUS_OK                       : "ok",
+    }
+
+    store_id = sa.Column(sa.String(length=10), nullable=True, doc="""
+    ID of the store to which the order pertains, if applicable.
+    """)
+
+    customer_id = sa.Column(sa.String(length=20), nullable=True, doc="""
+    ID of the proper customer account to which the order pertains, if
+    applicable.
+
+    This will be set only when an "existing" customer account can be
+    selected for the order.  See also :attr:`pending_customer`.
+    """)
+
+    pending_customer_uuid = sa.Column(model.UUID(), nullable=True)
+
+    @declared_attr
+    def pending_customer(cls):
+        return orm.relationship(
+            'PendingCustomer',
+            back_populates='new_order_batches',
+            doc="""
+            Reference to the
+            :class:`~sideshow.db.model.customers.PendingCustomer`
+            record for the order, if applicable.
+
+            This is set only when making an order for a "new /
+            unknown" customer.  See also :attr:`customer_id`.
+            """)
+
+    customer_name = sa.Column(sa.String(length=100), nullable=True, doc="""
+    Name for the customer account.
+    """)
+
+    phone_number = sa.Column(sa.String(length=20), nullable=True, doc="""
+    Phone number for the customer.
+    """)
+
+    email_address = sa.Column(sa.String(length=255), nullable=True, doc="""
+    Email address for the customer.
+    """)
+
+    total_price = sa.Column(sa.Numeric(precision=10, scale=3), nullable=True, doc="""
+    Full price (not including tax etc.) for all items on the order.
+    """)
+
+
+class NewOrderBatchRow(model.BatchRowMixin, model.Base):
+    """
+    Row of data within a :class:`NewOrderBatch`.  Each row ultimately
+    becomes an :class:`~sideshow.db.model.orders.OrderItem`.
+
+    Generic row attributes (undocumented below) are inherited from
+    :class:`~wuttjamaican:wuttjamaican.db.model.batch.BatchRowMixin`.
+    """
+    __tablename__ = 'sideshow_batch_neworder_row'
+    __batch_class__ = NewOrderBatch
+
+    @declared_attr
+    def __table_args__(cls):
+        return cls.__default_table_args__() + (
+            sa.ForeignKeyConstraint(['pending_product_uuid'], ['sideshow_pending_product.uuid']),
+        )
+
+    STATUS_OK                           = 1
+    """
+    This is the default value for :attr:`status_code`.  All rows are
+    considered "OK" if they have either a :attr:`product_id` or
+    :attr:`pending_product`.
+    """
+
+    STATUS_MISSING_PRODUCT              = 2
+    """
+    Status code indicating the row has no :attr:`product_id` or
+    :attr:`pending_product` set.
+    """
+
+    STATUS_MISSING_ORDER_QTY            = 3
+    """
+    Status code indicating the row has no :attr:`order_qty` and/or
+    :attr:`order_uom` set.
+    """
+
+    STATUS = {
+        STATUS_OK                       : "ok",
+        STATUS_MISSING_PRODUCT          : "missing product",
+        STATUS_MISSING_ORDER_QTY        : "missing order qty/uom",
+    }
+    """
+    Dict of possible status code -> label options.
+    """
+
+    product_id = sa.Column(sa.String(length=20), nullable=True, doc="""
+    ID of the true product which the order item represents, if
+    applicable.
+
+    This will be set only when an "existing" product can be selected
+    for the order.  See also :attr:`pending_product`.
+    """)
+
+    pending_product_uuid = sa.Column(model.UUID(), nullable=True)
+
+    @declared_attr
+    def pending_product(cls):
+        return orm.relationship(
+            'PendingProduct',
+            back_populates='new_order_batch_rows',
+            doc="""
+            Reference to the
+            :class:`~sideshow.db.model.products.PendingProduct` record
+            for the order item, if applicable.
+
+            This is set only when making an order for a "new /
+            unknown" product.  See also :attr:`product_id`.
+            """)
+
+    product_scancode = sa.Column(sa.String(length=14), nullable=True, doc="""
+    Scancode for the product, as string.
+
+    .. note::
+
+       This column allows 14 chars, so can store a full GPC with check
+       digit.  However as of writing the actual format used here does
+       not matter to Sideshow logic; "anything" should work.
+
+       That may change eventually, depending on POS integration
+       scenarios that come up.  Maybe a config option to declare
+       whether check digit should be included or not, etc.
+    """)
+
+    product_brand = sa.Column(sa.String(length=100), nullable=True, doc="""
+    Brand name for the product - up to 100 chars.
+    """)
+
+    product_description = sa.Column(sa.String(length=255), nullable=True, doc="""
+    Description for the product - up to 255 chars.
+    """)
+
+    product_size = sa.Column(sa.String(length=30), nullable=True, doc="""
+    Size of the product, as string - up to 30 chars.
+    """)
+
+    product_weighed = sa.Column(sa.Boolean(), nullable=True, doc="""
+    Flag indicating the product is sold by weight; default is null.
+    """)
+
+    department_id = sa.Column(sa.String(length=10), nullable=True, doc="""
+    ID of the department to which the product belongs, if known.
+    """)
+
+    department_name = sa.Column(sa.String(length=30), nullable=True, doc="""
+    Name of the department to which the product belongs, if known.
+    """)
+
+    special_order = sa.Column(sa.Boolean(), nullable=True, doc="""
+    Flag indicating the item is a "special order" - e.g. something not
+    normally carried by the store.  Default is null.
+    """)
+
+    case_size = sa.Column(sa.Numeric(precision=10, scale=4), nullable=True, doc="""
+    Case pack count for the product, if known.
+
+    If this is not set, then customer cannot order a "case" of the item.
+    """)
+
+    order_qty = sa.Column(sa.Numeric(precision=10, scale=4), nullable=False, doc="""
+    Quantity (as decimal) of product being ordered.
+
+    This must be interpreted along with :attr:`order_uom` to determine
+    the *complete* order quantity, e.g. "2 cases".
+    """)
+
+    order_uom = sa.Column(sa.String(length=10), nullable=False, doc="""
+    Code indicating the unit of measure for product being ordered.
+
+    This should be one of the codes from
+    :data:`~sideshow.enum.ORDER_UOM`.
+
+    Sideshow will treat :data:`~sideshow.enum.ORDER_UOM_CASE`
+    differently but :data:`~sideshow.enum.ORDER_UOM_UNIT` and others
+    are all treated the same (i.e. "unit" is assumed).
+    """)
+
+    unit_cost = sa.Column(sa.Numeric(precision=9, scale=5), nullable=True, doc="""
+    Cost of goods amount for one "unit" (not "case") of the product,
+    as decimal to 4 places.
+    """)
+
+    unit_price_reg = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Regular price for the item unit.  Unless a sale is in effect,
+    :attr:`unit_price_quoted` will typically match this value.
+    """)
+
+    unit_price_sale = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Sale price for the item unit, if applicable.  If set, then
+    :attr:`unit_price_quoted` will typically match this value.  See
+    also :attr:`sale_ends`.
+    """)
+
+    sale_ends = sa.Column(sa.DateTime(timezone=True), nullable=True, doc="""
+    End date/time for the sale in effect, if any.
+
+    This is only relevant if :attr:`unit_price_sale` is set.
+    """)
+
+    unit_price_quoted = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Quoted price for the item unit.  This is the "effective" unit
+    price, which is used to calculate :attr:`total_price`.
+
+    This price does *not* reflect the :attr:`discount_percent`.  It
+    normally should match either :attr:`unit_price_reg` or
+    :attr:`unit_price_sale`.
+
+    See also :attr:`case_price_quoted`, if applicable.
+    """)
+
+    case_price_quoted = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Quoted price for a "case" of the item, if applicable.
+
+    This is mostly for display purposes; :attr:`unit_price_quoted` is
+    used for calculations.
+    """)
+
+    discount_percent = sa.Column(sa.Numeric(precision=5, scale=3), nullable=True, doc="""
+    Discount percent to apply when calculating :attr:`total_price`, if
+    applicable.
+    """)
+
+    total_price = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Full price (not including tax etc.) which the customer is quoted
+    for the order item.
+
+    This is calculated using values from:
+
+    * :attr:`unit_price_quoted`
+    * :attr:`order_qty`
+    * :attr:`order_uom`
+    * :attr:`case_size`
+    * :attr:`discount_percent`
+    """)
+
+    def __str__(self):
+        return str(self.pending_product or self.product_description or "")

src/sideshow/db/model/customers.py

@@ -0,0 +1,112 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Data models for Customers
+"""
+
+import datetime
+
+import sqlalchemy as sa
+from sqlalchemy import orm
+
+from wuttjamaican.db import model
+
+from sideshow.enum import PendingCustomerStatus
+
+
+class PendingCustomer(model.Base):
+    """
+    A "pending" customer record, used when entering an :term:`order`
+    for new/unknown customer.
+    """
+    __tablename__ = 'sideshow_pending_customer'
+
+    uuid = model.uuid_column()
+
+    customer_id = sa.Column(sa.String(length=20), nullable=True, doc="""
+    ID of the proper customer account associated with this record, if
+    applicable.
+    """)
+
+    full_name = sa.Column(sa.String(length=100), nullable=True, doc="""
+    Full display name for the customer account.
+    """)
+
+    first_name = sa.Column(sa.String(length=50), nullable=True, doc="""
+    First name of the customer.
+    """)
+
+    last_name = sa.Column(sa.String(length=50), nullable=True, doc="""
+    Last name of the customer.
+    """)
+
+    phone_number = sa.Column(sa.String(length=20), nullable=True, doc="""
+    Phone number for the customer.
+    """)
+
+    email_address = sa.Column(sa.String(length=255), nullable=True, doc="""
+    Email address for the customer.
+    """)
+
+    status = sa.Column(sa.Enum(PendingCustomerStatus), nullable=False, doc="""
+    Status code for the customer record.
+    """)
+
+    created = sa.Column(sa.DateTime(timezone=True), nullable=False,
+                        default=datetime.datetime.now, doc="""
+    Timestamp when the customer record was created.
+    """)
+
+    created_by_uuid = model.uuid_fk_column('user.uuid', nullable=False)
+    created_by = orm.relationship(
+        model.User,
+        cascade_backrefs=False,
+        doc="""
+        Reference to the
+        :class:`~wuttjamaican:wuttjamaican.db.model.auth.User` who
+        created the customer record.
+        """)
+
+    orders = orm.relationship(
+        'Order',
+        order_by='Order.order_id.desc()',
+        cascade_backrefs=False,
+        back_populates='pending_customer',
+        doc="""
+        List of :class:`~sideshow.db.model.orders.Order` records
+        associated with this customer.
+        """)
+
+    new_order_batches = orm.relationship(
+        'NewOrderBatch',
+        order_by='NewOrderBatch.id.desc()',
+        cascade_backrefs=False,
+        back_populates='pending_customer',
+        doc="""
+        List of
+        :class:`~sideshow.db.model.batch.neworder.NewOrderBatch`
+        records associated with this customer.
+        """)
+
+    def __str__(self):
+        return self.full_name or ""

src/sideshow/db/model/orders.py

@@ -0,0 +1,314 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Data models for Orders
+"""
+
+import datetime
+
+import sqlalchemy as sa
+from sqlalchemy import orm
+from sqlalchemy.ext.orderinglist import ordering_list
+
+from wuttjamaican.db import model
+
+
+class Order(model.Base):
+    """
+    Represents an :term:`order` for a customer.  Each order has one or
+    more :attr:`items`.
+
+    Usually, orders are created by way of a
+    :class:`~sideshow.db.model.batch.neworder.NewOrderBatch`.
+    """
+    __tablename__ = 'sideshow_order'
+
+    # TODO: this feels a bit hacky yet but it does avoid problems
+    # showing the Orders grid for a PendingCustomer
+    __colanderalchemy_config__ = {
+        'excludes': ['items'],
+    }
+
+    uuid = model.uuid_column()
+
+    order_id = sa.Column(sa.Integer(), nullable=False, doc="""
+    Unique ID for the order.
+
+    When the order is created from New Order Batch, this order ID will
+    match the batch ID.
+    """)
+
+    store_id = sa.Column(sa.String(length=10), nullable=True, doc="""
+    ID of the store to which the order pertains, if applicable.
+    """)
+
+    customer_id = sa.Column(sa.String(length=20), nullable=True, doc="""
+    ID of the proper customer account to which the order pertains, if
+    applicable.
+
+    This will be set only when an "existing" customer account can be
+    assigned for the order.  See also :attr:`pending_customer`.
+    """)
+
+    pending_customer_uuid = model.uuid_fk_column('sideshow_pending_customer.uuid', nullable=True)
+    pending_customer = orm.relationship(
+        'PendingCustomer',
+        cascade_backrefs=False,
+        back_populates='orders',
+        doc="""
+        Reference to the
+        :class:`~sideshow.db.model.customers.PendingCustomer` record
+        for the order, if applicable.
+
+        This is set only when the order is for a "new / unknown"
+        customer.  See also :attr:`customer_id`.
+        """)
+
+    customer_name = sa.Column(sa.String(length=100), nullable=True, doc="""
+    Name for the customer account.
+    """)
+
+    phone_number = sa.Column(sa.String(length=20), nullable=True, doc="""
+    Phone number for the customer.
+    """)
+
+    email_address = sa.Column(sa.String(length=255), nullable=True, doc="""
+    Email address for the customer.
+    """)
+
+    total_price = sa.Column(sa.Numeric(precision=10, scale=3), nullable=True, doc="""
+    Full price (not including tax etc.) for all items on the order.
+    """)
+
+    created = sa.Column(sa.DateTime(timezone=True), nullable=False, default=datetime.datetime.now, doc="""
+    Timestamp when the order was created.
+
+    If the order is created via New Order Batch, this will match the
+    batch execution timestamp.
+    """)
+
+    created_by_uuid = model.uuid_fk_column('user.uuid', nullable=False)
+    created_by = orm.relationship(
+        model.User,
+        cascade_backrefs=False,
+        doc="""
+        Reference to the
+        :class:`~wuttjamaican:wuttjamaican.db.model.auth.User` who
+        created the order.
+        """)
+
+    items = orm.relationship(
+        'OrderItem',
+        collection_class=ordering_list('sequence', count_from=1),
+        cascade='all, delete-orphan',
+        cascade_backrefs=False,
+        back_populates='order',
+        doc="""
+        List of :class:`OrderItem` records belonging to the order.
+        """)
+
+    def __str__(self):
+        return str(self.order_id)
+
+
+class OrderItem(model.Base):
+    """
+    Represents an :term:`order item` within an :class:`Order`.
+
+    Usually these are created from
+    :class:`~sideshow.db.model.batch.neworder.NewOrderBatchRow`
+    records.
+    """
+    __tablename__ = 'sideshow_order_item'
+
+    uuid = model.uuid_column()
+
+    order_uuid = model.uuid_fk_column('sideshow_order.uuid', nullable=False)
+    order = orm.relationship(
+        Order,
+        cascade_backrefs=False,
+        back_populates='items',
+        doc="""
+        Reference to the :class:`Order` to which the item belongs.
+        """)
+
+    sequence = sa.Column(sa.Integer(), nullable=False, doc="""
+    1-based numeric sequence for the item, i.e. its line number within
+    the order.
+    """)
+
+    product_id = sa.Column(sa.String(length=20), nullable=True, doc="""
+    ID of the true product which the order item represents, if
+    applicable.
+
+    This will be set only when an "existing" product can be selected
+    for the order.  See also :attr:`pending_product`.
+    """)
+
+    pending_product_uuid = model.uuid_fk_column('sideshow_pending_product.uuid', nullable=True)
+    pending_product = orm.relationship(
+        'PendingProduct',
+        cascade_backrefs=False,
+        back_populates='order_items',
+        doc="""
+        Reference to the
+        :class:`~sideshow.db.model.products.PendingProduct` record for
+        the order item, if applicable.
+
+        This is set only when the order item is for a "new / unknown"
+        product.  See also :attr:`product_id`.
+        """)
+
+    product_scancode = sa.Column(sa.String(length=14), nullable=True, doc="""
+    Scancode for the product, as string.
+
+    .. note::
+
+       This column allows 14 chars, so can store a full GPC with check
+       digit.  However as of writing the actual format used here does
+       not matter to Sideshow logic; "anything" should work.
+
+       That may change eventually, depending on POS integration
+       scenarios that come up.  Maybe a config option to declare
+       whether check digit should be included or not, etc.
+    """)
+
+    product_brand = sa.Column(sa.String(length=100), nullable=True, doc="""
+    Brand name for the product - up to 100 chars.
+    """)
+
+    product_description = sa.Column(sa.String(length=255), nullable=True, doc="""
+    Description for the product - up to 255 chars.
+    """)
+
+    product_size = sa.Column(sa.String(length=30), nullable=True, doc="""
+    Size of the product, as string - up to 30 chars.
+    """)
+
+    product_weighed = sa.Column(sa.Boolean(), nullable=True, doc="""
+    Flag indicating the product is sold by weight; default is null.
+    """)
+
+    department_id = sa.Column(sa.String(length=10), nullable=True, doc="""
+    ID of the department to which the product belongs, if known.
+    """)
+
+    department_name = sa.Column(sa.String(length=30), nullable=True, doc="""
+    Name of the department to which the product belongs, if known.
+    """)
+
+    special_order = sa.Column(sa.Boolean(), nullable=True, doc="""
+    Flag indicating the item is a "special order" - e.g. something not
+    normally carried by the store.  Default is null.
+    """)
+
+    case_size = sa.Column(sa.Numeric(precision=10, scale=4), nullable=True, doc="""
+    Case pack count for the product, if known.
+    """)
+
+    order_qty = sa.Column(sa.Numeric(precision=10, scale=4), nullable=False, doc="""
+    Quantity (as decimal) of product being ordered.
+
+    This must be interpreted along with :attr:`order_uom` to determine
+    the *complete* order quantity, e.g. "2 cases".
+    """)
+
+    order_uom = sa.Column(sa.String(length=10), nullable=False, doc="""
+    Code indicating the unit of measure for product being ordered.
+
+    This should be one of the codes from
+    :data:`~sideshow.enum.ORDER_UOM`.
+    """)
+
+    unit_cost = sa.Column(sa.Numeric(precision=9, scale=5), nullable=True, doc="""
+    Cost of goods amount for one "unit" (not "case") of the product,
+    as decimal to 4 places.
+    """)
+
+    unit_price_reg = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Regular price for the item unit.  Unless a sale is in effect,
+    :attr:`unit_price_quoted` will typically match this value.
+    """)
+
+    unit_price_sale = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Sale price for the item unit, if applicable.  If set, then
+    :attr:`unit_price_quoted` will typically match this value.  See
+    also :attr:`sale_ends`.
+    """)
+
+    sale_ends = sa.Column(sa.DateTime(timezone=True), nullable=True, doc="""
+    End date/time for the sale in effect, if any.
+
+    This is only relevant if :attr:`unit_price_sale` is set.
+    """)
+
+    unit_price_quoted = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Quoted price for the item unit.  This is the "effective" unit
+    price, which is used to calculate :attr:`total_price`.
+
+    This price does *not* reflect the :attr:`discount_percent`.  It
+    normally should match either :attr:`unit_price_reg` or
+    :attr:`unit_price_sale`.
+    """)
+
+    case_price_quoted = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Quoted price for a "case" of the item, if applicable.
+
+    This is mostly for display purposes; :attr:`unit_price_quoted` is
+    used for calculations.
+    """)
+
+    discount_percent = sa.Column(sa.Numeric(precision=5, scale=3), nullable=True, doc="""
+    Discount percent to apply when calculating :attr:`total_price`, if
+    applicable.
+    """)
+
+    total_price = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Full price (not including tax etc.) which the customer is quoted
+    for the order item.
+
+    This is calculated using values from:
+
+    * :attr:`unit_price_quoted`
+    * :attr:`order_qty`
+    * :attr:`order_uom`
+    * :attr:`case_size`
+    * :attr:`discount_percent`
+    """)
+
+    status_code = sa.Column(sa.Integer(), nullable=False, doc="""
+    Code indicating current status for the order item.
+    """)
+
+    paid_amount = sa.Column(sa.Numeric(precision=8, scale=3), nullable=False, default=0, doc="""
+    Amount which the customer has paid toward the :attr:`total_price`
+    of the item.
+    """)
+
+    payment_transaction_number = sa.Column(sa.String(length=20), nullable=True, doc="""
+    Transaction number in which payment for the order was taken, if
+    applicable/known.
+    """)
+
+    def __str__(self):
+        return str(self.pending_product or self.product_description or "")

src/sideshow/db/model/products.py

@@ -0,0 +1,173 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Data models for Products
+"""
+
+import datetime
+
+import sqlalchemy as sa
+from sqlalchemy import orm
+
+from wuttjamaican.db import model
+
+from sideshow.enum import PendingProductStatus
+
+
+class PendingProduct(model.Base):
+    """
+    A "pending" product record, used when entering an :term:`order
+    item` for new/unknown product.
+    """
+    __tablename__ = 'sideshow_pending_product'
+
+    uuid = model.uuid_column()
+
+    product_id = sa.Column(sa.String(length=20), nullable=True, doc="""
+    ID of the true product associated with this record, if applicable.
+    """)
+
+    scancode = sa.Column(sa.String(length=14), nullable=True, doc="""
+    Scancode for the product, as string.
+
+    .. note::
+
+       This column allows 14 chars, so can store a full GPC with check
+       digit.  However as of writing the actual format used here does
+       not matter to Sideshow logic; "anything" should work.
+
+       That may change eventually, depending on POS integration
+       scenarios that come up.  Maybe a config option to declare
+       whether check digit should be included or not, etc.
+    """)
+
+    brand_name = sa.Column(sa.String(length=100), nullable=True, doc="""
+    Brand name for the product - up to 100 chars.
+    """)
+
+    description = sa.Column(sa.String(length=255), nullable=True, doc="""
+    Description for the product - up to 255 chars.
+    """)
+
+    size = sa.Column(sa.String(length=30), nullable=True, doc="""
+    Size of the product, as string - up to 30 chars.
+    """)
+
+    weighed = sa.Column(sa.Boolean(), nullable=True, doc="""
+    Flag indicating the product is sold by weight; default is null.
+    """)
+
+    department_id = sa.Column(sa.String(length=10), nullable=True, doc="""
+    ID of the department to which the product belongs, if known.
+    """)
+
+    department_name = sa.Column(sa.String(length=30), nullable=True, doc="""
+    Name of the department to which the product belongs, if known.
+    """)
+
+    special_order = sa.Column(sa.Boolean(), nullable=True, doc="""
+    Flag indicating the item is a "special order" - e.g. something not
+    normally carried by the store.  Default is null.
+    """)
+
+    vendor_name = sa.Column(sa.String(length=50), nullable=True, doc="""
+    Name of vendor from which product may be purchased, if known.  See
+    also :attr:`vendor_item_code`.
+    """)
+
+    vendor_item_code = sa.Column(sa.String(length=20), nullable=True, doc="""
+    Item code (SKU) to use when ordering this product from the vendor
+    identified by :attr:`vendor_name`, if known.
+    """)
+
+    case_size = sa.Column(sa.Numeric(precision=9, scale=4), nullable=True, doc="""
+    Case pack count for the product, if known.
+    """)
+
+    unit_cost = sa.Column(sa.Numeric(precision=9, scale=5), nullable=True, doc="""
+    Cost of goods amount for one "unit" (not "case") of the product,
+    as decimal to 4 places.
+    """)
+
+    unit_price_reg = sa.Column(sa.Numeric(precision=8, scale=3), nullable=True, doc="""
+    Regular price for a "unit" of the product.
+    """)
+
+    notes = sa.Column(sa.Text(), nullable=True, doc="""
+    Arbitrary notes regarding the product, if applicable.
+    """)
+
+    status = sa.Column(sa.Enum(PendingProductStatus), nullable=False, doc="""
+    Status code for the product record.
+    """)
+
+    created = sa.Column(sa.DateTime(timezone=True), nullable=False,
+                        default=datetime.datetime.now, doc="""
+    Timestamp when the product record was created.
+    """)
+
+    created_by_uuid = model.uuid_fk_column('user.uuid', nullable=False)
+    created_by = orm.relationship(
+        model.User,
+        cascade_backrefs=False,
+        doc="""
+        Reference to the
+        :class:`~wuttjamaican:wuttjamaican.db.model.auth.User` who
+        created the product record.
+        """)
+
+    order_items = orm.relationship(
+        'OrderItem',
+        # TODO
+        # order_by='NewOrderBatchRow.id.desc()',
+        cascade_backrefs=False,
+        back_populates='pending_product',
+        doc="""
+        List of :class:`~sideshow.db.model.orders.OrderItem` records
+        associated with this product.
+        """)
+
+    new_order_batch_rows = orm.relationship(
+        'NewOrderBatchRow',
+        # TODO
+        # order_by='NewOrderBatchRow.id.desc()',
+        cascade_backrefs=False,
+        back_populates='pending_product',
+        doc="""
+        List of
+        :class:`~sideshow.db.model.batch.neworder.NewOrderBatchRow`
+        records associated with this product.
+        """)
+
+    @property
+    def full_description(self):
+        """ """
+        fields = [
+            self.brand_name or '',
+            self.description or '',
+            self.size or '']
+        fields = [f.strip() for f in fields if f.strip()]
+        return ' '.join(fields)
+
+    def __str__(self):
+        return self.full_description

src/sideshow/enum.py

@@ -0,0 +1,146 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Enum Values
+"""
+
+from enum import Enum
+from collections import OrderedDict
+
+from wuttjamaican.enum import *
+
+
+ORDER_UOM_CASE          = 'CS'
+"""
+UOM code for ordering a "case" of product.
+
+Sideshow will treat "case" orders somewhat differently as compared to
+"unit" orders.
+"""
+
+ORDER_UOM_UNIT          = 'EA'
+"""
+UOM code for ordering a "unit" of product.
+
+This is the default "unit" UOM but in practice all others are treated
+the same by Sideshow, whereas "case" orders are treated somewhat
+differently.
+"""
+
+ORDER_UOM_KILOGRAM      = 'KG'
+"""
+UOM code for ordering a "kilogram" of product.
+
+This is treated same as "unit" by Sideshow.  However it should
+(probably?) only be used for items where
+e.g. :attr:`~sideshow.db.model.orders.OrderItem.product_weighed` is
+true.
+"""
+
+ORDER_UOM_POUND         = 'LB'
+"""
+UOM code for ordering a "pound" of product.
+
+This is treated same as "unit" by Sideshow.  However it should
+(probably?) only be used for items where
+e.g. :attr:`~sideshow.db.model.orders.OrderItem.product_weighed` is
+true.
+"""
+
+ORDER_UOM = OrderedDict([
+    (ORDER_UOM_CASE,            "Cases"),
+    (ORDER_UOM_UNIT,            "Units"),
+    (ORDER_UOM_KILOGRAM,        "Kilograms"),
+    (ORDER_UOM_POUND,           "Pounds"),
+])
+"""
+Dict of possible code -> label options for ordering unit of measure.
+
+These codes are referenced by:
+
+* :attr:`sideshow.db.model.batch.neworder.NewOrderBatchRow.order_uom`
+* :attr:`sideshow.db.model.orders.OrderItem.order_uom`
+"""
+
+
+class PendingCustomerStatus(Enum):
+    """
+    Enum values for
+    :attr:`sideshow.db.model.customers.PendingCustomer.status`.
+    """
+    PENDING = 'pending'
+    READY = 'ready'
+    RESOLVED = 'resolved'
+
+
+class PendingProductStatus(Enum):
+    """
+    Enum values for
+    :attr:`sideshow.db.model.products.PendingProduct.status`.
+    """
+    PENDING = 'pending'
+    READY = 'ready'
+    RESOLVED = 'resolved'
+
+
+########################################
+# Order Item Status
+########################################
+
+ORDER_ITEM_STATUS_UNINITIATED       = 1
+ORDER_ITEM_STATUS_INITIATED         = 10
+ORDER_ITEM_STATUS_PAID_BEFORE       = 50
+# TODO: deprecate / remove this one
+ORDER_ITEM_STATUS_PAID              = ORDER_ITEM_STATUS_PAID_BEFORE
+ORDER_ITEM_STATUS_READY             = 100
+ORDER_ITEM_STATUS_PLACED            = 200
+ORDER_ITEM_STATUS_RECEIVED          = 300
+ORDER_ITEM_STATUS_CONTACTED         = 350
+ORDER_ITEM_STATUS_CONTACT_FAILED    = 375
+ORDER_ITEM_STATUS_DELIVERED         = 500
+ORDER_ITEM_STATUS_PAID_AFTER        = 550
+ORDER_ITEM_STATUS_CANCELED          = 900
+ORDER_ITEM_STATUS_REFUND_PENDING    = 910
+ORDER_ITEM_STATUS_REFUNDED          = 920
+ORDER_ITEM_STATUS_RESTOCKED         = 930
+ORDER_ITEM_STATUS_EXPIRED           = 940
+ORDER_ITEM_STATUS_INACTIVE          = 950
+
+ORDER_ITEM_STATUS = OrderedDict([
+    (ORDER_ITEM_STATUS_UNINITIATED,         "uninitiated"),
+    (ORDER_ITEM_STATUS_INITIATED,           "initiated"),
+    (ORDER_ITEM_STATUS_PAID_BEFORE,         "paid"),
+    (ORDER_ITEM_STATUS_READY,               "ready"),
+    (ORDER_ITEM_STATUS_PLACED,              "placed"),
+    (ORDER_ITEM_STATUS_RECEIVED,            "received"),
+    (ORDER_ITEM_STATUS_CONTACTED,           "contacted"),
+    (ORDER_ITEM_STATUS_CONTACT_FAILED,      "contact failed"),
+    (ORDER_ITEM_STATUS_DELIVERED,           "delivered"),
+    (ORDER_ITEM_STATUS_PAID_AFTER,          "paid"),
+    (ORDER_ITEM_STATUS_CANCELED,            "canceled"),
+    (ORDER_ITEM_STATUS_REFUND_PENDING,      "refund pending"),
+    (ORDER_ITEM_STATUS_REFUNDED,            "refunded"),
+    (ORDER_ITEM_STATUS_RESTOCKED,           "restocked"),
+    (ORDER_ITEM_STATUS_EXPIRED,             "expired"),
+    (ORDER_ITEM_STATUS_INACTIVE,            "inactive"),
+])

src/sideshow/testing.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Sideshow - test utilities
+"""
+
+from wuttaweb import testing as base
+
+
+class WebTestCase(base.WebTestCase):
+
+    def make_config(self, **kwargs):
+        config = super().make_config(**kwargs)
+        config.setdefault('wutta.model_spec', 'sideshow.db.model')
+        config.setdefault('wutta.enum_spec', 'sideshow.enum')
+        return config

src/sideshow/web/app.py

@@ -43,7 +43,7 @@ def main(global_config, **settings):
 
     # bring in the rest of Sideshow
     pyramid_config.include('sideshow.web.static')
-    pyramid_config.include('sideshow.web.subscribers')
+    pyramid_config.include('wuttaweb.subscribers')
     pyramid_config.include('sideshow.web.views')
 
     return pyramid_config.make_wsgi_app()

src/sideshow/web/forms/schema.py

@@ -0,0 +1,101 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Form schema types
+"""
+
+from wuttaweb.forms.schema import ObjectRef
+
+
+class OrderRef(ObjectRef):
+    """
+    Custom schema type for an :class:`~sideshow.db.model.orders.Order`
+    reference field.
+
+    This is a subclass of
+    :class:`~wuttaweb:wuttaweb.forms.schema.ObjectRef`.
+    """
+
+    @property
+    def model_class(self):
+        """ """
+        model = self.app.model
+        return model.Order
+
+    def sort_query(self, query):
+        """ """
+        return query.order_by(self.model_class.order_id)
+
+    def get_object_url(self, order):
+        """ """
+        return self.request.route_url('orders.view', uuid=order.uuid)
+
+
+class PendingCustomerRef(ObjectRef):
+    """
+    Custom schema type for a
+    :class:`~sideshow.db.model.customers.PendingCustomer` reference
+    field.
+
+    This is a subclass of
+    :class:`~wuttaweb:wuttaweb.forms.schema.ObjectRef`.
+    """
+
+    @property
+    def model_class(self):
+        """ """
+        model = self.app.model
+        return model.PendingCustomer
+
+    def sort_query(self, query):
+        """ """
+        return query.order_by(self.model_class.full_name)
+
+    def get_object_url(self, customer):
+        """ """
+        return self.request.route_url('pending_customers.view', uuid=customer.uuid)
+
+
+class PendingProductRef(ObjectRef):
+    """
+    Custom schema type for a
+    :class:`~sideshow.db.model.products.PendingProduct` reference
+    field.
+
+    This is a subclass of
+    :class:`~wuttaweb:wuttaweb.forms.schema.ObjectRef`.
+    """
+
+    @property
+    def model_class(self):
+        """ """
+        model = self.app.model
+        return model.PendingProduct
+
+    def sort_query(self, query):
+        """ """
+        return query.order_by(self.model_class.scancode)
+
+    def get_object_url(self, product):
+        """ """
+        return self.request.route_url('pending_products.view', uuid=product.uuid)

src/sideshow/web/menus.py

@@ -33,15 +33,79 @@ class SideshowMenuHandler(base.MenuHandler):
     """
 
     def make_menus(self, request, **kwargs):
+        """ """
+        return [
+            self.make_orders_menu(request),
+            self.make_pending_menu(request),
+            self.make_batch_menu(request),
+            self.make_admin_menu(request),
+        ]
 
-        # TODO: override this if you need custom menus...
+    def make_orders_menu(self, request, **kwargs):
+        """
+        Generate a typical Orders menu.
+        """
+        return {
+            'title': "Orders",
+            'type': 'menu',
+            'items': [
+                {
+                    'title': "Create New Order",
+                    'route': 'orders.create',
+                    'perm': 'orders.create',
+                },
+                {'type': 'sep'},
+                {
+                    'title': "All Orders",
+                    'route': 'orders',
+                    'perm': 'orders.list',
+                },
+                {
+                    'title': "All Order Items",
+                    'route': 'order_items',
+                    'perm': 'order_items.list',
+                },
+            ],
+        }
 
-        # menus = [
-        #     self.make_products_menu(request),
-        #     self.make_admin_menu(request),
-        # ]
+    def make_pending_menu(self, request, **kwargs):
+        """
+        Generate a typical Pending menu.
+        """
+        return {
+            'title': "Pending",
+            'type': 'menu',
+            'items': [
+                {
+                    'title': "Customers",
+                    'route': 'pending_customers',
+                    'perm': 'pending_customers.list',
+                },
+                {
+                    'title': "Products",
+                    'route': 'pending_products',
+                    'perm': 'pending_products.list',
+                },
+            ],
+        }
 
-        # ...but for now this uses default menus
-        menus = super().make_menus(request, **kwargs)
+    def make_batch_menu(self, request, **kwargs):
+        """
+        Generate a typical Batch menu.
+        """
+        return {
+            'title': "Batches",
+            'type': 'menu',
+            'items': [
+                {
+                    'title': "New Orders",
+                    'route': 'neworder_batches',
+                    'perm': 'neworder_batches.list',
+                },
+            ],
+        }
 
-        return menus
+    def make_admin_menu(self, request, **kwargs):
+        """ """
+        kwargs['include_people'] = True
+        return super().make_admin_menu(request, **kwargs)

src/sideshow/web/views/__init__.py

@@ -30,5 +30,10 @@ def includeme(config):
     # core views for wuttaweb
     config.include('wuttaweb.views.essential')
 
-    # TODO: include your own views here
-    #config.include('sideshow.web.views.widgets')
+    # sideshow views
+    config.include('sideshow.web.views.customers')
+    config.include('sideshow.web.views.products')
+    config.include('sideshow.web.views.orders')
+
+    # batch views
+    config.include('sideshow.web.views.batch.neworder')

src/sideshow/web/views/batch/neworder.py

@@ -0,0 +1,189 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Views for New Order Batch
+"""
+
+from wuttaweb.views.batch import BatchMasterView
+from wuttaweb.forms.schema import WuttaMoney
+
+from sideshow.db.model import NewOrderBatch
+from sideshow.batch.neworder import NewOrderBatchHandler
+from sideshow.web.forms.schema import PendingCustomerRef
+
+
+class NewOrderBatchView(BatchMasterView):
+    """
+    Master view for :class:`~sideshow.db.model.batch.neworder.NewOrderBatch`.
+
+    Route prefix is ``neworder_batches``.
+
+    Notable URLs provided by this class:
+
+    * ``/batch/neworder/``
+    * ``/batch/neworder/XXX``
+    * ``/batch/neworder/XXX/delete``
+
+    The purpose of this class is to expose "raw" batch data, e.g. for
+    troubleshooting purposes by the admin.  Ideally it is not very
+    useful.
+
+    Note that the "create" and "edit" views are not exposed here,
+    since those should be handled by
+    :class:`~sideshow.web.views.orders.OrderView` instead.
+    """
+    model_class = NewOrderBatch
+    model_title = "New Order Batch"
+    model_title_plural = "New Order Batches"
+    route_prefix = 'neworder_batches'
+    url_prefix = '/batch/neworder'
+    creatable = False
+    editable = False
+
+    labels = {
+        'store_id': "Store ID",
+        'customer_id': "Customer ID",
+    }
+
+    grid_columns = [
+        'id',
+        'store_id',
+        'customer_id',
+        'customer_name',
+        'phone_number',
+        'email_address',
+        'total_price',
+        'row_count',
+        'created',
+        'created_by',
+        'executed',
+    ]
+
+    filter_defaults = {
+        'executed': {'active': True, 'verb': 'is_null'},
+    }
+
+    form_fields = [
+        'id',
+        'store_id',
+        'customer_id',
+        'pending_customer',
+        'customer_name',
+        'phone_number',
+        'email_address',
+        'total_price',
+        'row_count',
+        'status_code',
+        'created',
+        'created_by',
+        'executed',
+        'executed_by',
+    ]
+
+    row_labels = {
+        'product_scancode': "Scancode",
+        'product_brand': "Brand",
+        'product_description': "Description",
+        'product_size': "Size",
+        'order_uom': "Order UOM",
+    }
+
+    row_grid_columns = [
+        'sequence',
+        'product_scancode',
+        'product_brand',
+        'product_description',
+        'product_size',
+        'special_order',
+        'order_qty',
+        'order_uom',
+        'case_size',
+        'total_price',
+        'status_code',
+    ]
+
+    def get_batch_handler(self):
+        """ """
+        # TODO: call self.app.get_batch_handler()
+        return NewOrderBatchHandler(self.config)
+
+    def configure_grid(self, g):
+        """ """
+        super().configure_grid(g)
+
+        # total_price
+        g.set_renderer('total_price', 'currency')
+
+    def configure_form(self, f):
+        """ """
+        super().configure_form(f)
+
+        # pending_customer
+        f.set_node('pending_customer', PendingCustomerRef(self.request))
+
+        # total_price
+        f.set_node('total_price', WuttaMoney(self.request))
+
+    def configure_row_grid(self, g):
+        """ """
+        super().configure_row_grid(g)
+        enum = self.app.enum
+
+        # TODO
+        # order_uom
+        #g.set_renderer('order_uom', self.grid_render_enum, enum=enum.ORDER_UOM)
+
+        # total_price
+        g.set_renderer('total_price', 'currency')
+
+    def get_xref_buttons(self, batch):
+        """
+        Adds "View this Order" button, if batch has been executed and
+        a corresponding :class:`~sideshow.db.model.orders.Order` can
+        be located.
+        """
+        buttons = super().get_xref_buttons(batch)
+        model = self.app.model
+        session = self.Session()
+
+        if batch.executed and self.request.has_perm('orders.view'):
+            order = session.query(model.Order)\
+                           .filter(model.Order.order_id == batch.id)\
+                           .first()
+            if order:
+                url = self.request.route_url('orders.view', uuid=order.uuid)
+                buttons.append(
+                    self.make_button("View the Order", primary=True, icon_left='eye', url=url))
+
+        return buttons
+
+
+def defaults(config, **kwargs):
+    base = globals()
+
+    NewOrderBatchView = kwargs.get('NewOrderBatchView', base['NewOrderBatchView'])
+    NewOrderBatchView.defaults(config)
+
+
+def includeme(config):
+    defaults(config)

src/sideshow/web/views/customers.py

@@ -0,0 +1,246 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Views for Customers
+"""
+
+from wuttaweb.views import MasterView
+from wuttaweb.forms.schema import UserRef, WuttaEnum
+
+from sideshow.db.model import PendingCustomer
+
+
+class PendingCustomerView(MasterView):
+    """
+    Master view for
+    :class:`~sideshow.db.model.customers.PendingCustomer`; route
+    prefix is ``pending_customers``.
+
+    Notable URLs provided by this class:
+
+    * ``/pending/customers/``
+    * ``/pending/customers/new``
+    * ``/pending/customers/XXX``
+    * ``/pending/customers/XXX/edit``
+    * ``/pending/customers/XXX/delete``
+    """
+    model_class = PendingCustomer
+    model_title = "Pending Customer"
+    route_prefix = 'pending_customers'
+    url_prefix = '/pending/customers'
+
+    labels = {
+        'customer_id': "Customer ID",
+    }
+
+    grid_columns = [
+        'full_name',
+        'first_name',
+        'last_name',
+        'phone_number',
+        'email_address',
+        'customer_id',
+        'status',
+        'created',
+        'created_by',
+    ]
+
+    sort_defaults = 'full_name'
+
+    form_fields = [
+        'customer_id',
+        'full_name',
+        'first_name',
+        'middle_name',
+        'last_name',
+        'phone_number',
+        'phone_type',
+        'email_address',
+        'email_type',
+        'status',
+        'created',
+        'created_by',
+        'orders',
+        'new_order_batches',
+    ]
+
+    def configure_grid(self, g):
+        """ """
+        super().configure_grid(g)
+        enum = self.app.enum
+
+        # status
+        g.set_renderer('status', self.grid_render_enum, enum=enum.PendingCustomerStatus)
+
+        # links
+        g.set_link('full_name')
+        g.set_link('first_name')
+        g.set_link('last_name')
+        g.set_link('phone_number')
+        g.set_link('email_address')
+
+    def configure_form(self, f):
+        """ """
+        super().configure_form(f)
+        enum = self.app.enum
+        customer = f.model_instance
+
+        # customer_id
+        if self.creating:
+            f.remove('customer_id')
+        else:
+            f.set_readonly('customer_id')
+
+        # status
+        if self.creating:
+            f.remove('status')
+        else:
+            f.set_node('status', WuttaEnum(self.request, enum.PendingCustomerStatus))
+            f.set_readonly('status')
+
+        # created
+        if self.creating:
+            f.remove('created')
+        else:
+            f.set_readonly('created')
+
+        # created_by
+        if self.creating:
+            f.remove('created_by')
+        else:
+            f.set_node('created_by', UserRef(self.request))
+            f.set_readonly('created_by')
+
+        # orders
+        if self.creating or self.editing:
+            f.remove('orders')
+        else:
+            f.set_grid('orders', self.make_orders_grid(customer))
+
+        # new_order_batches
+        if self.creating or self.editing:
+            f.remove('new_order_batches')
+        else:
+            f.set_grid('new_order_batches', self.make_new_order_batches_grid(customer))
+
+    def make_orders_grid(self, customer):
+        """
+        Make and return the grid for the Orders field.
+        """
+        model = self.app.model
+        route_prefix = self.get_route_prefix()
+
+        grid = self.make_grid(key=f'{route_prefix}.view.orders',
+                              model_class=model.Order,
+                              data=customer.orders,
+                              columns=[
+                                  'order_id',
+                                  'total_price',
+                                  'created',
+                                  'created_by',
+                              ],
+                              labels={
+                                  'order_id': "Order ID",
+                              })
+        grid.set_renderer('total_price', grid.render_currency)
+
+        if self.request.has_perm('orders.view'):
+            url = lambda order, i: self.request.route_url('orders.view', uuid=order.uuid)
+            grid.add_action('view', icon='eye', url=url)
+            grid.set_link('order_id')
+
+        return grid
+
+    def make_new_order_batches_grid(self, customer):
+        """
+        Make and return the grid for the New Order Batches field.
+        """
+        model = self.app.model
+        route_prefix = self.get_route_prefix()
+
+        grid = self.make_grid(key=f'{route_prefix}.view.new_order_batches',
+                              model_class=model.NewOrderBatch,
+                              data=customer.new_order_batches,
+                              columns=[
+                                  'id',
+                                  'total_price',
+                                  'created',
+                                  'created_by',
+                                  'executed',
+                              ],
+                              labels={
+                                  'id': "Batch ID",
+                              },
+                              renderers={
+                                  'id': 'batch_id',
+                                  'total_price': 'currency',
+                              })
+
+        if self.request.has_perm('neworder_batches.view'):
+            url = lambda batch, i: self.request.route_url('neworder_batches.view', uuid=batch.uuid)
+            grid.add_action('view', icon='eye', url=url)
+            grid.set_link('id')
+
+        return grid
+
+    def objectify(self, form):
+        """ """
+        enum = self.app.enum
+        customer = super().objectify(form)
+
+        if self.creating:
+            customer.status = enum.PendingCustomerStatus.PENDING
+            customer.created_by = self.request.user
+
+        return customer
+
+    def delete_instance(self, customer):
+        """ """
+        model_title = self.get_model_title()
+
+        # avoid deleting if still referenced by order(s)
+        for order in customer.orders:
+            self.request.session.flash(f"Cannot delete {model_title} still attached "
+                                       "to Order(s)", 'warning')
+            raise self.redirect(self.get_action_url('view', customer))
+
+        # avoid deleting if still referenced by new order batch(es)
+        for batch in customer.new_order_batches:
+            if not batch.executed:
+                self.request.session.flash(f"Cannot delete {model_title} still attached "
+                                           "to New Order Batch(es)", 'warning')
+                raise self.redirect(self.get_action_url('view', customer))
+
+        # go ahead and delete per usual
+        super().delete_instance(customer)
+
+
+def defaults(config, **kwargs):
+    base = globals()
+
+    PendingCustomerView = kwargs.get('PendingCustomerView', base['PendingCustomerView'])
+    PendingCustomerView.defaults(config)
+
+
+def includeme(config):
+    defaults(config)

src/sideshow/web/views/orders.py

@@ -0,0 +1,866 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Views for Orders
+"""
+
+import decimal
+import logging
+
+import colander
+from sqlalchemy import orm
+
+from wuttaweb.views import MasterView
+from wuttaweb.forms.schema import UserRef, WuttaMoney, WuttaQuantity, WuttaEnum
+
+from sideshow.db.model import Order, OrderItem
+from sideshow.batch.neworder import NewOrderBatchHandler
+from sideshow.web.forms.schema import OrderRef, PendingCustomerRef, PendingProductRef
+
+
+log = logging.getLogger(__name__)
+
+
+class OrderView(MasterView):
+    """
+    Master view for :class:`~sideshow.db.model.orders.Order`; route
+    prefix is ``orders``.
+
+    Notable URLs provided by this class:
+
+    * ``/orders/``
+    * ``/orders/new``
+    * ``/orders/XXX``
+    * ``/orders/XXX/delete``
+
+    Note that the "edit" view is not exposed here; user must perform
+    various other workflow actions to modify the order.
+    """
+    model_class = Order
+    editable = False
+
+    labels = {
+        'order_id': "Order ID",
+        'store_id': "Store ID",
+        'customer_id': "Customer ID",
+    }
+
+    grid_columns = [
+        'order_id',
+        'store_id',
+        'customer_id',
+        'customer_name',
+        'total_price',
+        'created',
+        'created_by',
+    ]
+
+    sort_defaults = ('order_id', 'desc')
+
+    form_fields = [
+        'order_id',
+        'store_id',
+        'customer_id',
+        'pending_customer',
+        'customer_name',
+        'phone_number',
+        'email_address',
+        'total_price',
+        'created',
+        'created_by',
+    ]
+
+    has_rows = True
+    row_model_class = OrderItem
+    rows_title = "Order Items"
+    rows_sort_defaults = 'sequence'
+    rows_viewable = True
+
+    row_labels = {
+        'product_scancode': "Scancode",
+        'product_brand': "Brand",
+        'product_description': "Description",
+        'product_size': "Size",
+        'department_name': "Department",
+        'order_uom': "Order UOM",
+        'status_code': "Status",
+    }
+
+    row_grid_columns = [
+        'sequence',
+        'product_scancode',
+        'product_brand',
+        'product_description',
+        'product_size',
+        'department_name',
+        'special_order',
+        'order_qty',
+        'order_uom',
+        'total_price',
+        'status_code',
+    ]
+
+    PENDING_PRODUCT_ENTRY_FIELDS = [
+        'scancode',
+        'department_id',
+        'department_name',
+        'brand_name',
+        'description',
+        'size',
+        'vendor_name',
+        'vendor_item_code',
+        'unit_cost',
+        'case_size',
+        'unit_price_reg',
+    ]
+
+    def configure_grid(self, g):
+        """ """
+        super().configure_grid(g)
+
+        # order_id
+        g.set_link('order_id')
+
+        # customer_id
+        g.set_link('customer_id')
+
+        # customer_name
+        g.set_link('customer_name')
+
+        # total_price
+        g.set_renderer('total_price', g.render_currency)
+
+    def create(self):
+        """
+        Instead of the typical "create" view, this displays a "wizard"
+        of sorts.
+
+        Under the hood a
+        :class:`~sideshow.db.model.batch.neworder.NewOrderBatch` is
+        automatically created for the user when they first visit this
+        page.  They can select a customer, add items etc.
+
+        When user is finished assembling the order (i.e. populating
+        the batch), they submit it.  This of course executes the
+        batch, which in turn creates a true
+        :class:`~sideshow.db.model.orders.Order`, and user is
+        redirected to the "view order" page.
+        """
+        enum = self.app.enum
+        self.creating = True
+        self.batch_handler = NewOrderBatchHandler(self.config)
+        batch = self.get_current_batch()
+
+        context = self.get_context_customer(batch)
+
+        if self.request.method == 'POST':
+
+            # first we check for traditional form post
+            action = self.request.POST.get('action')
+            post_actions = [
+                'start_over',
+                'cancel_order',
+            ]
+            if action in post_actions:
+                return getattr(self, action)(batch)
+
+            # okay then, we'll assume newer JSON-style post params
+            data = dict(self.request.json_body)
+            action = data.pop('action')
+            json_actions = [
+                # 'assign_contact',
+                # 'unassign_contact',
+                # 'update_phone_number',
+                # 'update_email_address',
+                'set_pending_customer',
+                # 'get_customer_info',
+                # # 'set_customer_data',
+                # 'get_product_info',
+                # 'get_past_items',
+                'add_item',
+                'update_item',
+                'delete_item',
+                'submit_new_order',
+            ]
+            if action in json_actions:
+                result = getattr(self, action)(batch, data)
+                return self.json_response(result)
+
+            return self.json_response({'error': "unknown form action"})
+
+        context.update({
+            'batch': batch,
+            'normalized_batch': self.normalize_batch(batch),
+            'order_items': [self.normalize_row(row)
+                            for row in batch.rows],
+
+            'allow_unknown_product': True, # TODO
+            'default_uom_choices': self.get_default_uom_choices(),
+            'default_uom': None, # TODO?
+            'pending_product_required_fields': self.get_pending_product_required_fields(),
+        })
+        return self.render_to_response('create', context)
+
+    def get_current_batch(self):
+        """
+        Returns the current batch for the current user.
+
+        This looks for a new order batch which was created by the
+        user, but not yet executed.  If none is found, a new batch is
+        created.
+
+        :returns:
+           :class:`~sideshow.db.model.batch.neworder.NewOrderBatch`
+           instance
+        """
+        model = self.app.model
+        session = self.Session()
+
+        user = self.request.user
+        if not user:
+            raise self.forbidden()
+
+        try:
+            # there should be at most *one* new batch per user
+            batch = session.query(model.NewOrderBatch)\
+                           .filter(model.NewOrderBatch.created_by == user)\
+                           .filter(model.NewOrderBatch.executed == None)\
+                           .one()
+
+        except orm.exc.NoResultFound:
+            # no batch yet for this user, so make one
+            batch = self.batch_handler.make_batch(session, created_by=user)
+            session.add(batch)
+            session.flush()
+
+        return batch
+
+    def get_pending_product_required_fields(self):
+        """ """
+        required = []
+        for field in self.PENDING_PRODUCT_ENTRY_FIELDS:
+            require = self.config.get_bool(
+                f'sideshow.orders.unknown_product.fields.{field}.required')
+            if require is None and field == 'description':
+                require = True
+            if require:
+                required.append(field)
+        return required
+
+    def start_over(self, batch):
+        """
+        This will delete the user's current batch, then redirect user
+        back to "Create Order" page, which in turn will auto-create a
+        new batch for them.
+
+        This is a "batch action" method which may be called from
+        :meth:`create()`.
+        """
+        # drop current batch
+        self.batch_handler.do_delete(batch, self.request.user)
+        self.Session.flush()
+
+        # send back to "create order" which makes new batch
+        route_prefix = self.get_route_prefix()
+        url = self.request.route_url(f'{route_prefix}.create')
+        return self.redirect(url)
+
+    def cancel_order(self, batch):
+        """
+        This will delete the user's current batch, then redirect user
+        back to "List Orders" page.
+
+        This is a "batch action" method which may be called from
+        :meth:`create()`.
+        """
+        self.batch_handler.do_delete(batch, self.request.user)
+        self.Session.flush()
+
+        # set flash msg just to be more obvious
+        self.request.session.flash("New order has been deleted.")
+
+        # send user back to orders list, w/ no new batch generated
+        url = self.get_index_url()
+        return self.redirect(url)
+
+    def get_context_customer(self, batch):
+        """ """
+        context = {
+            'customer_id': batch.customer_id,
+            'customer_name': batch.customer_name,
+            'phone_number': batch.phone_number,
+            'email_address': batch.email_address,
+            'new_customer_name': None,
+            'new_customer_first_name': None,
+            'new_customer_last_name': None,
+            'new_customer_phone': None,
+            'new_customer_email': None,
+        }
+
+        pending = batch.pending_customer
+        if pending:
+            context.update({
+                'new_customer_first_name': pending.first_name,
+                'new_customer_last_name': pending.last_name,
+                'new_customer_name': pending.full_name,
+                'new_customer_phone': pending.phone_number,
+                'new_customer_email': pending.email_address,
+            })
+
+        # figure out if customer is "known" from user's perspective.
+        # if we have an ID then it's definitely known, otherwise if we
+        # have a pending customer then it's definitely *not* known,
+        # but if no pending customer yet then we can still "assume" it
+        # is known, by default, until user specifies otherwise.
+        if batch.customer_id:
+            context['customer_is_known'] = True
+        else:
+            context['customer_is_known'] = not pending
+
+        return context
+
+    def set_pending_customer(self, batch, data):
+        """
+        This will set/update the batch pending customer info.
+
+        This calls
+        :meth:`~sideshow.batch.neworder.NewOrderBatchHandler.set_pending_customer()`
+        for the heavy lifting.
+
+        This is a "batch action" method which may be called from
+        :meth:`create()`.
+        """
+        data['created_by'] = self.request.user
+        try:
+            self.batch_handler.set_pending_customer(batch, data)
+        except Exception as error:
+            return {'error': self.app.render_error(error)}
+
+        self.Session.flush()
+        context = self.get_context_customer(batch)
+        return context
+
+    def add_item(self, batch, data):
+        """
+        This adds a row to the user's current new order batch.
+
+        This is a "batch action" method which may be called from
+        :meth:`create()`.
+        """
+        order_qty = decimal.Decimal(data.get('order_qty') or '0')
+        order_uom = data['order_uom']
+
+        if data.get('product_is_known'):
+            raise NotImplementedError
+
+        else: # unknown product; add pending
+            pending = data['pending_product']
+
+            for field in ('unit_cost', 'unit_price_reg', 'case_size'):
+                if field in pending:
+                    try:
+                        pending[field] = decimal.Decimal(pending[field])
+                    except decimal.InvalidOperation:
+                        return {'error': f"Invalid entry for field: {field}"}
+
+            pending['created_by'] = self.request.user
+            row = self.batch_handler.add_pending_product(batch, pending,
+                                                         order_qty, order_uom)
+
+        return {'batch': self.normalize_batch(batch),
+                'row': self.normalize_row(row)}
+
+    def update_item(self, batch, data):
+        """
+        This updates a row in the user's current new order batch.
+
+        This is a "batch action" method which may be called from
+        :meth:`create()`.
+        """
+        model = self.app.model
+        enum = self.app.enum
+        session = self.Session()
+
+        uuid = data.get('uuid')
+        if not uuid:
+            return {'error': "Must specify a row UUID"}
+
+        row = session.get(model.NewOrderBatchRow, uuid)
+        if not row:
+            return {'error': "Row not found"}
+
+        if row.batch is not batch:
+            return {'error': "Row is for wrong batch"}
+
+        order_qty = decimal.Decimal(data.get('order_qty') or '0')
+        order_uom = data['order_uom']
+
+        if data.get('product_is_known'):
+            raise NotImplementedError
+
+        else: # pending product
+
+            # set these first, since row will be refreshed below
+            row.order_qty = order_qty
+            row.order_uom = order_uom
+
+            # nb. this will refresh the row
+            self.batch_handler.set_pending_product(row, data['pending_product'])
+
+        return {'batch': self.normalize_batch(batch),
+                'row': self.normalize_row(row)}
+
+    def delete_item(self, batch, data):
+        """
+        This deletes a row from the user's current new order batch.
+
+        This is a "batch action" method which may be called from
+        :meth:`create()`.
+        """
+        model = self.app.model
+        session = self.app.get_session(batch)
+
+        uuid = data.get('uuid')
+        if not uuid:
+            return {'error': "Must specify a row UUID"}
+
+        row = session.get(model.NewOrderBatchRow, uuid)
+        if not row:
+            return {'error': "Row not found"}
+
+        if row.batch is not batch:
+            return {'error': "Row is for wrong batch"}
+
+        self.batch_handler.do_remove_row(row)
+        session.flush()
+        return {'batch': self.normalize_batch(batch)}
+
+    def submit_new_order(self, batch, data):
+        """
+        This submits the user's current new order batch, hence
+        executing the batch and creating the true order.
+
+        This is a "batch action" method which may be called from
+        :meth:`create()`.
+        """
+        user = self.request.user
+        reason = self.batch_handler.why_not_execute(batch, user=user)
+        if reason:
+            return {'error': reason}
+
+        try:
+            order = self.batch_handler.do_execute(batch, user)
+        except Exception as error:
+            log.warning("failed to execute new order batch: %s", batch,
+                        exc_info=True)
+            return {'error': self.app.render_error(error)}
+
+        return {
+            'next_url': self.get_action_url('view', order),
+        }
+
+    def normalize_batch(self, batch):
+        """ """
+        return {
+            'uuid': batch.uuid.hex,
+            'total_price': str(batch.total_price or 0),
+            'total_price_display': self.app.render_currency(batch.total_price),
+            'status_code': batch.status_code,
+            'status_text': batch.status_text,
+        }
+
+    def get_default_uom_choices(self):
+        """ """
+        enum = self.app.enum
+        return [{'key': key, 'value': val}
+                for key, val in enum.ORDER_UOM.items()]
+
+    def normalize_row(self, row):
+        """ """
+        enum = self.app.enum
+
+        data = {
+            'uuid': row.uuid.hex,
+            'sequence': row.sequence,
+            'product_scancode': row.product_scancode,
+            'product_brand': row.product_brand,
+            'product_description': row.product_description,
+            'product_size': row.product_size,
+            'product_weighed': row.product_weighed,
+            'department_display': row.department_name,
+            'special_order': row.special_order,
+            'case_size': self.app.render_quantity(row.case_size),
+            'order_qty': self.app.render_quantity(row.order_qty),
+            'order_uom': row.order_uom,
+            'order_uom_choices': self.get_default_uom_choices(),
+            'unit_price_quoted': float(row.unit_price_quoted) if row.unit_price_quoted is not None else None,
+            'unit_price_quoted_display': self.app.render_currency(row.unit_price_quoted),
+            'case_price_quoted': float(row.case_price_quoted) if row.case_price_quoted is not None else None,
+            'case_price_quoted_display': self.app.render_currency(row.case_price_quoted),
+            'total_price': float(row.total_price) if row.total_price is not None else None,
+            'total_price_display': self.app.render_currency(row.total_price),
+            'status_code': row.status_code,
+            'status_text': row.status_text,
+        }
+
+        if row.unit_price_reg:
+            data['unit_price_reg'] = float(row.unit_price_reg)
+            data['unit_price_reg_display'] = self.app.render_currency(row.unit_price_reg)
+
+        if row.unit_price_sale:
+            data['unit_price_sale'] = float(row.unit_price_sale)
+            data['unit_price_sale_display'] = self.app.render_currency(row.unit_price_sale)
+        if row.sale_ends:
+            sale_ends = row.sale_ends
+            data['sale_ends'] = str(row.sale_ends)
+            data['sale_ends_display'] = self.app.render_date(row.sale_ends)
+
+        # if row.unit_price_sale and row.unit_price_quoted == row.unit_price_sale:
+        #     data['pricing_reflects_sale'] = True
+
+        # TODO
+        if row.pending_product:
+            data['product_full_description'] = row.pending_product.full_description
+        # else:
+        #     data['product_full_description'] = row.product_description
+
+        # if row.pending_product:
+        #     data['vendor_display'] = row.pending_product.vendor_name
+
+        if row.pending_product:
+            pending = row.pending_product
+            # data['vendor_display'] = pending.vendor_name
+            data['pending_product'] = {
+                'uuid': pending.uuid.hex,
+                'scancode': pending.scancode,
+                'brand_name': pending.brand_name,
+                'description': pending.description,
+                'size': pending.size,
+                'department_id': pending.department_id,
+                'department_name': pending.department_name,
+                'unit_price_reg': float(pending.unit_price_reg) if pending.unit_price_reg is not None else None,
+                'vendor_name': pending.vendor_name,
+                'vendor_item_code': pending.vendor_item_code,
+                'unit_cost': float(pending.unit_cost) if pending.unit_cost is not None else None,
+                'case_size': float(pending.case_size) if pending.case_size is not None else None,
+                'notes': pending.notes,
+                'special_order': pending.special_order,
+            }
+
+        # TODO: remove this
+        data['product_key'] = row.product_scancode
+
+        # display text for order qty/uom
+        if row.order_uom == enum.ORDER_UOM_CASE:
+            if row.case_size is None:
+                case_qty = unit_qty = '??'
+            else:
+                case_qty = data['case_size']
+                unit_qty = self.app.render_quantity(row.order_qty * row.case_size)
+            CS = enum.ORDER_UOM[enum.ORDER_UOM_CASE]
+            EA = enum.ORDER_UOM[enum.ORDER_UOM_UNIT]
+            data['order_qty_display'] = (f"{data['order_qty']} {CS} "
+                                         f"(&times; {case_qty} = {unit_qty} {EA})")
+        else:
+            unit_qty = self.app.render_quantity(row.order_qty)
+            EA = enum.ORDER_UOM[enum.ORDER_UOM_UNIT]
+            data['order_qty_display'] = f"{unit_qty} {EA}"
+
+        return data
+
+    def get_instance_title(self, order):
+        """ """
+        return f"#{order.order_id} for {order.customer_name}"
+
+    def configure_form(self, f):
+        """ """
+        super().configure_form(f)
+
+        # pending_customer
+        f.set_node('pending_customer', PendingCustomerRef(self.request))
+
+        # total_price
+        f.set_node('total_price', WuttaMoney(self.request))
+
+        # created_by
+        f.set_node('created_by', UserRef(self.request))
+        f.set_readonly('created_by')
+
+    def get_xref_buttons(self, order):
+        """ """
+        buttons = super().get_xref_buttons(order)
+        model = self.app.model
+        session = self.Session()
+
+        if self.request.has_perm('neworder_batches.view'):
+            batch = session.query(model.NewOrderBatch)\
+                           .filter(model.NewOrderBatch.id == order.order_id)\
+                           .first()
+            if batch:
+                url = self.request.route_url('neworder_batches.view', uuid=batch.uuid)
+                buttons.append(
+                    self.make_button("View the Batch", primary=True, icon_left='eye', url=url))
+
+        return buttons
+
+    def get_row_grid_data(self, order):
+        """ """
+        model = self.app.model
+        session = self.Session()
+        return session.query(model.OrderItem)\
+                      .filter(model.OrderItem.order == order)
+
+    def configure_row_grid(self, g):
+        """ """
+        super().configure_row_grid(g)
+        enum = self.app.enum
+
+        # sequence
+        g.set_label('sequence', "Seq.", column_only=True)
+        g.set_link('sequence')
+
+        # product_scancode
+        g.set_link('product_scancode')
+
+        # product_brand
+        g.set_link('product_brand')
+
+        # product_description
+        g.set_link('product_description')
+
+        # product_size
+        g.set_link('product_size')
+
+        # TODO
+        # order_uom
+        #g.set_renderer('order_uom', self.grid_render_enum, enum=enum.OrderUOM)
+
+        # total_price
+        g.set_renderer('total_price', g.render_currency)
+
+        # status_code
+        g.set_renderer('status_code', self.render_status_code)
+
+    def render_status_code(self, item, key, value):
+        """ """
+        enum = self.app.enum
+        return enum.ORDER_ITEM_STATUS[value]
+
+    def get_row_action_url_view(self, item, i):
+        """ """
+        return self.request.route_url('order_items.view', uuid=item.uuid)
+
+
+class OrderItemView(MasterView):
+    """
+    Master view for :class:`~sideshow.db.model.orders.OrderItem`;
+    route prefix is ``order_items``.
+
+    Notable URLs provided by this class:
+
+    * ``/order-items/``
+    * ``/order-items/XXX``
+
+    Note that this does not expose create, edit or delete.  The user
+    must perform various other workflow actions to modify the item.
+    """
+    model_class = OrderItem
+    model_title = "Order Item"
+    route_prefix = 'order_items'
+    url_prefix = '/order-items'
+    creatable = False
+    editable = False
+    deletable = False
+
+    labels = {
+        'order_id': "Order ID",
+        'product_id': "Product ID",
+        'product_scancode': "Scancode",
+        'product_brand': "Brand",
+        'product_description': "Description",
+        'product_size': "Size",
+        'department_name': "Department",
+        'order_uom': "Order UOM",
+        'status_code': "Status",
+    }
+
+    grid_columns = [
+        'order_id',
+        'customer_name',
+        # 'sequence',
+        'product_scancode',
+        'product_brand',
+        'product_description',
+        'product_size',
+        'department_name',
+        'special_order',
+        'order_qty',
+        'order_uom',
+        'total_price',
+        'status_code',
+    ]
+
+    sort_defaults = ('order_id', 'desc')
+
+    form_fields = [
+        'order',
+        # 'customer_name',
+        'sequence',
+        'product_id',
+        'pending_product',
+        'product_scancode',
+        'product_brand',
+        'product_description',
+        'product_size',
+        'product_weighed',
+        'department_id',
+        'department_name',
+        'special_order',
+        'order_qty',
+        'order_uom',
+        'case_size',
+        'unit_cost',
+        'unit_price_reg',
+        'unit_price_sale',
+        'sale_ends',
+        'unit_price_quoted',
+        'case_price_quoted',
+        'discount_percent',
+        'total_price',
+        'status_code',
+        'paid_amount',
+        'payment_transaction_number',
+    ]
+
+    def get_query(self, session=None):
+        """ """
+        query = super().get_query(session=session)
+        model = self.app.model
+        return query.join(model.Order)
+
+    def configure_grid(self, g):
+        """ """
+        super().configure_grid(g)
+        model = self.app.model
+        # enum = self.app.enum
+
+        # order_id
+        g.set_sorter('order_id', model.Order.order_id)
+        g.set_renderer('order_id', self.render_order_id)
+        g.set_link('order_id')
+
+        # customer_name
+        g.set_label('customer_name', "Customer", column_only=True)
+
+        # # sequence
+        # g.set_label('sequence', "Seq.", column_only=True)
+
+        # product_scancode
+        g.set_link('product_scancode')
+
+        # product_brand
+        g.set_link('product_brand')
+
+        # product_description
+        g.set_link('product_description')
+
+        # product_size
+        g.set_link('product_size')
+
+        # order_uom
+        # TODO
+        #g.set_renderer('order_uom', self.grid_render_enum, enum=enum.OrderUOM)
+
+        # total_price
+        g.set_renderer('total_price', g.render_currency)
+
+        # status_code
+        g.set_renderer('status_code', self.render_status_code)
+
+    def render_order_id(self, item, key, value):
+        """ """
+        return item.order.order_id
+
+    def render_status_code(self, item, key, value):
+        """ """
+        enum = self.app.enum
+        return enum.ORDER_ITEM_STATUS[value]
+
+    def configure_form(self, f):
+        """ """
+        super().configure_form(f)
+        enum = self.app.enum
+
+        # order
+        f.set_node('order', OrderRef(self.request))
+
+        # pending_product
+        f.set_node('pending_product', PendingProductRef(self.request))
+
+        # order_qty
+        f.set_node('order_qty', WuttaQuantity(self.request))
+
+        # order_uom
+        # TODO
+        #f.set_node('order_uom', WuttaEnum(self.request, enum.OrderUOM))
+
+        # case_size
+        f.set_node('case_size', WuttaQuantity(self.request))
+
+        # unit_price_quoted
+        f.set_node('unit_price_quoted', WuttaMoney(self.request))
+
+        # case_price_quoted
+        f.set_node('case_price_quoted', WuttaMoney(self.request))
+
+        # total_price
+        f.set_node('total_price', WuttaMoney(self.request))
+
+        # paid_amount
+        f.set_node('paid_amount', WuttaMoney(self.request))
+
+    def get_xref_buttons(self, item):
+        """ """
+        buttons = super().get_xref_buttons(item)
+        model = self.app.model
+
+        if self.request.has_perm('orders.view'):
+            url = self.request.route_url('orders.view', uuid=item.order_uuid)
+            buttons.append(
+                self.make_button("View the Order", primary=True, icon_left='eye', url=url))
+
+        return buttons
+
+
+def defaults(config, **kwargs):
+    base = globals()
+
+    OrderView = kwargs.get('OrderView', base['OrderView'])
+    OrderView.defaults(config)
+
+    OrderItemView = kwargs.get('OrderItemView', base['OrderItemView'])
+    OrderItemView.defaults(config)
+
+
+def includeme(config):
+    defaults(config)

src/sideshow/web/views/products.py

@@ -0,0 +1,257 @@
+# -*- coding: utf-8; -*-
+################################################################################
+#
+#  Sideshow -- Case/Special Order Tracker
+#  Copyright © 2024 Lance Edgar
+#
+#  This file is part of Sideshow.
+#
+#  Sideshow 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.
+#
+#  Sideshow 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 Sideshow.  If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+"""
+Views for Products
+"""
+
+from wuttaweb.views import MasterView
+from wuttaweb.forms.schema import UserRef, WuttaEnum, WuttaMoney
+
+from sideshow.db.model import PendingProduct
+
+
+class PendingProductView(MasterView):
+    """
+    Master view for
+    :class:`~sideshow.db.model.products.PendingProduct`; route
+    prefix is ``pending_products``.
+
+    Notable URLs provided by this class:
+
+    * ``/pending/products/``
+    * ``/pending/products/new``
+    * ``/pending/products/XXX``
+    * ``/pending/products/XXX/edit``
+    * ``/pending/products/XXX/delete``
+    """
+    model_class = PendingProduct
+    model_title = "Pending Product"
+    route_prefix = 'pending_products'
+    url_prefix = '/pending/products'
+
+    labels = {
+        'product_id': "Product ID",
+    }
+
+    grid_columns = [
+        'scancode',
+        'department_name',
+        'brand_name',
+        'description',
+        'size',
+        'unit_cost',
+        'case_size',
+        'unit_price_reg',
+        'special_order',
+        'status',
+        'created',
+        'created_by',
+    ]
+
+    sort_defaults = 'scancode'
+
+    form_fields = [
+        'product_id',
+        'scancode',
+        'department_id',
+        'department_name',
+        'brand_name',
+        'description',
+        'size',
+        'vendor_name',
+        'vendor_item_code',
+        'unit_cost',
+        'case_size',
+        'unit_price_reg',
+        'special_order',
+        'notes',
+        'status',
+        'created',
+        'created_by',
+        'orders',
+        'new_order_batches',
+    ]
+
+    def configure_grid(self, g):
+        """ """
+        super().configure_grid(g)
+        enum = self.app.enum
+
+        # unit_cost
+        g.set_renderer('unit_cost', 'currency', scale=4)
+
+        # unit_price_reg
+        g.set_label('unit_price_reg', "Reg. Price", column_only=True)
+        g.set_renderer('unit_price_reg', 'currency')
+
+        # status
+        g.set_renderer('status', self.grid_render_enum, enum=enum.PendingProductStatus)
+
+        # links
+        g.set_link('scancode')
+        g.set_link('brand_name')
+        g.set_link('description')
+        g.set_link('size')
+
+    def configure_form(self, f):
+        """ """
+        super().configure_form(f)
+        enum = self.app.enum
+        product = f.model_instance
+
+        # product_id
+        if self.creating:
+            f.remove('product_id')
+        else:
+            f.set_readonly('product_id')
+
+        # unit_price_reg
+        f.set_node('unit_price_reg', WuttaMoney(self.request))
+
+        # notes
+        f.set_widget('notes', 'notes')
+
+        # status
+        if self.creating:
+            f.remove('status')
+        else:
+            f.set_node('status', WuttaEnum(self.request, enum.PendingProductStatus))
+            f.set_readonly('status')
+
+        # created
+        if self.creating:
+            f.remove('created')
+        else:
+            f.set_readonly('created')
+
+        # created_by
+        if self.creating:
+            f.remove('created_by')
+        else:
+            f.set_node('created_by', UserRef(self.request))
+            f.set_readonly('created_by')
+
+        # orders
+        if self.creating or self.editing:
+            f.remove('orders')
+        else:
+            f.set_grid('orders', self.make_orders_grid(product))
+
+        # new_order_batches
+        if self.creating or self.editing:
+            f.remove('new_order_batches')
+        else:
+            f.set_grid('new_order_batches', self.make_new_order_batches_grid(product))
+
+    def make_orders_grid(self, product):
+        """
+        Make and return the grid for the Orders field.
+        """
+        model = self.app.model
+        route_prefix = self.get_route_prefix()
+
+        orders = set([item.order for item in product.order_items])
+        orders = sorted(orders, key=lambda order: order.order_id)
+
+        grid = self.make_grid(key=f'{route_prefix}.view.orders',
+                              model_class=model.Order,
+                              data=orders,
+                              columns=[
+                                  'order_id',
+                                  'total_price',
+                                  'created',
+                                  'created_by',
+                              ],
+                              labels={
+                                  'order_id': "Order ID",
+                              },
+                              renderers={
+                                  'total_price': 'currency',
+                              })
+
+        if self.request.has_perm('orders.view'):
+            url = lambda order, i: self.request.route_url('orders.view', uuid=order.uuid)
+            grid.add_action('view', icon='eye', url=url)
+            grid.set_link('order_id')
+
+        return grid
+
+    def make_new_order_batches_grid(self, product):
+        """
+        Make and return the grid for the New Order Batches field.
+        """
+        model = self.app.model
+        route_prefix = self.get_route_prefix()
+
+        batches = set([row.batch for row in product.new_order_batch_rows])
+        batches = sorted(batches, key=lambda batch: batch.id)
+
+        grid = self.make_grid(key=f'{route_prefix}.view.new_order_batches',
+                              model_class=model.NewOrderBatch,
+                              data=batches,
+                              columns=[
+                                  'id',
+                                  'total_price',
+                                  'created',
+                                  'created_by',
+                                  'executed',
+                              ],
+                              labels={
+                                  'id': "Batch ID",
+                                  'status_code': "Status",
+                              },
+                              renderers={
+                                  'id': 'batch_id',
+                              })
+
+        if self.request.has_perm('neworder_batches.view'):
+            url = lambda batch, i: self.request.route_url('neworder_batches.view', uuid=batch.uuid)
+            grid.add_action('view', icon='eye', url=url)
+            grid.set_link('id')
+
+        return grid
+
+    def delete_instance(self, product):
+        """ """
+
+        # avoid deleting if still referenced by new order batch(es)
+        for row in product.new_order_batch_rows:
+            if not row.batch.executed:
+                model_title = self.get_model_title()
+                self.request.session.flash(f"Cannot delete {model_title} still attached "
+                                           "to New Order Batch(es)", 'warning')
+                raise self.redirect(self.get_action_url('view', product))
+
+        # go ahead and delete per usual
+        super().delete_instance(product)
+
+
+def defaults(config, **kwargs):
+    base = globals()
+
+    PendingProductView = kwargs.get('PendingProductView', base['PendingProductView'])
+    PendingProductView.defaults(config)
+
+
+def includeme(config):
+    defaults(config)

tests/batch/test_neworder.py

@@ -0,0 +1,539 @@
+# -*- coding: utf-8; -*-
+
+import decimal
+
+from wuttjamaican.testing import DataTestCase
+
+from sideshow.batch import neworder as mod
+
+
+class TestNewOrderBatchHandler(DataTestCase):
+
+    def make_config(self, **kwargs):
+        config = super().make_config(**kwargs)
+        config.setdefault('wutta.model_spec', 'sideshow.db.model')
+        config.setdefault('wutta.enum_spec', 'sideshow.enum')
+        return config
+
+    def make_handler(self):
+        return mod.NewOrderBatchHandler(self.config)
+
+    def test_set_pending_customer(self):
+        model = self.app.model
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        batch = handler.make_batch(self.session, created_by=user, customer_id=42)
+        self.assertEqual(batch.customer_id, 42)
+        self.assertIsNone(batch.pending_customer)
+        self.assertIsNone(batch.customer_name)
+        self.assertIsNone(batch.phone_number)
+        self.assertIsNone(batch.email_address)
+
+        # auto full_name
+        handler.set_pending_customer(batch, {
+            'first_name': "Fred",
+            'last_name': "Flintstone",
+            'phone_number': '555-1234',
+            'email_address': 'fred@mailinator.com',
+        })
+        self.assertIsNone(batch.customer_id)
+        self.assertIsInstance(batch.pending_customer, model.PendingCustomer)
+        customer = batch.pending_customer
+        self.assertEqual(customer.full_name, "Fred Flintstone")
+        self.assertEqual(customer.first_name, "Fred")
+        self.assertEqual(customer.last_name, "Flintstone")
+        self.assertEqual(customer.phone_number, '555-1234')
+        self.assertEqual(customer.email_address, 'fred@mailinator.com')
+        self.assertEqual(batch.customer_name, "Fred Flintstone")
+        self.assertEqual(batch.phone_number, '555-1234')
+        self.assertEqual(batch.email_address, 'fred@mailinator.com')
+
+        # explicit full_name
+        batch = handler.make_batch(self.session, created_by=user, customer_id=42)
+        handler.set_pending_customer(batch, {
+            'full_name': "Freddy Flintstone",
+            'first_name': "Fred",
+            'last_name': "Flintstone",
+            'phone_number': '555-1234',
+            'email_address': 'fred@mailinator.com',
+        })
+        self.assertIsNone(batch.customer_id)
+        self.assertIsInstance(batch.pending_customer, model.PendingCustomer)
+        customer = batch.pending_customer
+        self.assertEqual(customer.full_name, "Freddy Flintstone")
+        self.assertEqual(customer.first_name, "Fred")
+        self.assertEqual(customer.last_name, "Flintstone")
+        self.assertEqual(customer.phone_number, '555-1234')
+        self.assertEqual(customer.email_address, 'fred@mailinator.com')
+        self.assertEqual(batch.customer_name, "Freddy Flintstone")
+        self.assertEqual(batch.phone_number, '555-1234')
+        self.assertEqual(batch.email_address, 'fred@mailinator.com')
+
+    def test_add_pending_product(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        self.assertEqual(len(batch.rows), 0)
+
+        kw = dict(
+            scancode='07430500132',
+            brand_name='Bragg',
+            description='Vinegar',
+            size='32oz',
+            case_size=12,
+            unit_cost=decimal.Decimal('3.99'),
+            unit_price_reg=decimal.Decimal('5.99'),
+            created_by=user,
+        )
+        row = handler.add_pending_product(batch, kw, 1, enum.ORDER_UOM_UNIT)
+        self.assertEqual(len(batch.rows), 1)
+        self.assertIs(batch.rows[0], row)
+
+        self.assertEqual(row.product_scancode, '07430500132')
+        self.assertEqual(row.product_brand, 'Bragg')
+        self.assertEqual(row.product_description, 'Vinegar')
+        self.assertEqual(row.product_size, '32oz')
+        self.assertEqual(row.case_size, 12)
+        self.assertEqual(row.unit_cost, decimal.Decimal('3.99'))
+        self.assertEqual(row.unit_price_reg, decimal.Decimal('5.99'))
+        self.assertEqual(row.unit_price_quoted, decimal.Decimal('5.99'))
+        self.assertEqual(row.case_price_quoted, decimal.Decimal('71.88'))
+
+        product = row.pending_product
+        self.assertIsInstance(product, model.PendingProduct)
+        self.assertEqual(product.scancode, '07430500132')
+        self.assertEqual(product.brand_name, 'Bragg')
+        self.assertEqual(product.description, 'Vinegar')
+        self.assertEqual(product.size, '32oz')
+        self.assertEqual(product.case_size, 12)
+        self.assertEqual(product.unit_cost, decimal.Decimal('3.99'))
+        self.assertEqual(product.unit_price_reg, decimal.Decimal('5.99'))
+        self.assertIs(product.created_by, user)
+
+    def test_set_pending_product(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        self.assertEqual(len(batch.rows), 0)
+
+        # start with mock product_id
+        row = handler.make_row(product_id=42, order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+        handler.add_row(batch, row)
+        self.session.flush()
+        self.assertEqual(row.product_id, 42)
+        self.assertIsNone(row.pending_product)
+        self.assertIsNone(row.product_scancode)
+        self.assertIsNone(row.product_brand)
+        self.assertIsNone(row.product_description)
+        self.assertIsNone(row.product_size)
+        self.assertIsNone(row.case_size)
+        self.assertIsNone(row.unit_cost)
+        self.assertIsNone(row.unit_price_reg)
+        self.assertIsNone(row.unit_price_quoted)
+
+        # set pending, which clears product_id
+        handler.set_pending_product(row, dict(
+            scancode='07430500132',
+            brand_name='Bragg',
+            description='Vinegar',
+            size='32oz',
+            case_size=12,
+            unit_cost=decimal.Decimal('3.99'),
+            unit_price_reg=decimal.Decimal('5.99'),
+            created_by=user,
+        ))
+        self.session.flush()
+        self.assertIsNone(row.product_id)
+        self.assertIsInstance(row.pending_product, model.PendingProduct)
+        self.assertEqual(row.product_scancode, '07430500132')
+        self.assertEqual(row.product_brand, 'Bragg')
+        self.assertEqual(row.product_description, 'Vinegar')
+        self.assertEqual(row.product_size, '32oz')
+        self.assertEqual(row.case_size, 12)
+        self.assertEqual(row.unit_cost, decimal.Decimal('3.99'))
+        self.assertEqual(row.unit_price_reg, decimal.Decimal('5.99'))
+        self.assertEqual(row.unit_price_quoted, decimal.Decimal('5.99'))
+        self.assertEqual(row.case_price_quoted, decimal.Decimal('71.88'))
+        product = row.pending_product
+        self.assertIsInstance(product, model.PendingProduct)
+        self.assertEqual(product.scancode, '07430500132')
+        self.assertEqual(product.brand_name, 'Bragg')
+        self.assertEqual(product.description, 'Vinegar')
+        self.assertEqual(product.size, '32oz')
+        self.assertEqual(product.case_size, 12)
+        self.assertEqual(product.unit_cost, decimal.Decimal('3.99'))
+        self.assertEqual(product.unit_price_reg, decimal.Decimal('5.99'))
+        self.assertIs(product.created_by, user)
+
+        # set again to update pending
+        handler.set_pending_product(row, dict(
+            scancode='07430500116',
+            size='16oz',
+            unit_cost=decimal.Decimal('2.19'),
+            unit_price_reg=decimal.Decimal('3.59'),
+        ))
+        self.session.flush()
+        self.assertIsNone(row.product_id)
+        self.assertIsInstance(row.pending_product, model.PendingProduct)
+        self.assertEqual(row.product_scancode, '07430500116')
+        self.assertEqual(row.product_brand, 'Bragg')
+        self.assertEqual(row.product_description, 'Vinegar')
+        self.assertEqual(row.product_size, '16oz')
+        self.assertEqual(row.case_size, 12)
+        self.assertEqual(row.unit_cost, decimal.Decimal('2.19'))
+        self.assertEqual(row.unit_price_reg, decimal.Decimal('3.59'))
+        self.assertEqual(row.unit_price_quoted, decimal.Decimal('3.59'))
+        self.assertEqual(row.case_price_quoted, decimal.Decimal('43.08'))
+        product = row.pending_product
+        self.assertIsInstance(product, model.PendingProduct)
+        self.assertEqual(product.scancode, '07430500116')
+        self.assertEqual(product.brand_name, 'Bragg')
+        self.assertEqual(product.description, 'Vinegar')
+        self.assertEqual(product.size, '16oz')
+        self.assertEqual(product.case_size, 12)
+        self.assertEqual(product.unit_cost, decimal.Decimal('2.19'))
+        self.assertEqual(product.unit_price_reg, decimal.Decimal('3.59'))
+        self.assertIs(product.created_by, user)
+
+    def test_refresh_row(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        self.assertEqual(len(batch.rows), 0)
+
+        # missing product
+        row = handler.make_row(order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+        self.assertIsNone(row.status_code)
+        handler.add_row(batch, row)
+        self.assertEqual(row.status_code, row.STATUS_MISSING_PRODUCT)
+
+        # missing order_qty
+        row = handler.make_row(product_id=42, order_uom=enum.ORDER_UOM_UNIT)
+        self.assertIsNone(row.status_code)
+        handler.add_row(batch, row)
+        self.assertEqual(row.status_code, row.STATUS_MISSING_ORDER_QTY)
+
+        # refreshed from pending product (null price)
+        product = model.PendingProduct(scancode='07430500132',
+                                       brand_name='Bragg',
+                                       description='Vinegar',
+                                       size='32oz',
+                                       created_by=user,
+                                       status=enum.PendingProductStatus.PENDING)
+        row = handler.make_row(pending_product=product, order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+        self.assertIsNone(row.status_code)
+        handler.add_row(batch, row)
+        self.assertEqual(row.status_code, row.STATUS_OK)
+        self.assertIsNone(row.product_id)
+        self.assertIs(row.pending_product, product)
+        self.assertEqual(row.product_scancode, '07430500132')
+        self.assertEqual(row.product_brand, 'Bragg')
+        self.assertEqual(row.product_description, 'Vinegar')
+        self.assertEqual(row.product_size, '32oz')
+        self.assertIsNone(row.case_size)
+        self.assertIsNone(row.unit_cost)
+        self.assertIsNone(row.unit_price_reg)
+        self.assertIsNone(row.unit_price_quoted)
+        self.assertIsNone(row.case_price_quoted)
+        self.assertIsNone(row.total_price)
+
+        # refreshed from pending product (zero price)
+        product = model.PendingProduct(scancode='07430500132',
+                                       brand_name='Bragg',
+                                       description='Vinegar',
+                                       size='32oz',
+                                       unit_price_reg=0,
+                                       created_by=user,
+                                       status=enum.PendingProductStatus.PENDING)
+        row = handler.make_row(pending_product=product, order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+        self.assertIsNone(row.status_code)
+        handler.add_row(batch, row)
+        self.assertEqual(row.status_code, row.STATUS_OK)
+        self.assertIsNone(row.product_id)
+        self.assertIs(row.pending_product, product)
+        self.assertEqual(row.product_scancode, '07430500132')
+        self.assertEqual(row.product_brand, 'Bragg')
+        self.assertEqual(row.product_description, 'Vinegar')
+        self.assertEqual(row.product_size, '32oz')
+        self.assertIsNone(row.case_size)
+        self.assertIsNone(row.unit_cost)
+        self.assertEqual(row.unit_price_reg, 0)
+        self.assertEqual(row.unit_price_quoted, 0)
+        self.assertIsNone(row.case_price_quoted)
+        self.assertEqual(row.total_price, 0)
+
+        # refreshed from pending product (normal, case)
+        product = model.PendingProduct(scancode='07430500132',
+                                       brand_name='Bragg',
+                                       description='Vinegar',
+                                       size='32oz',
+                                       case_size=12,
+                                       unit_cost=decimal.Decimal('3.99'),
+                                       unit_price_reg=decimal.Decimal('5.99'),
+                                       created_by=user,
+                                       status=enum.PendingProductStatus.PENDING)
+        row = handler.make_row(pending_product=product, order_qty=2, order_uom=enum.ORDER_UOM_CASE)
+        self.assertIsNone(row.status_code)
+        handler.add_row(batch, row)
+        self.assertEqual(row.status_code, row.STATUS_OK)
+        self.assertIsNone(row.product_id)
+        self.assertIs(row.pending_product, product)
+        self.assertEqual(row.product_scancode, '07430500132')
+        self.assertEqual(row.product_brand, 'Bragg')
+        self.assertEqual(row.product_description, 'Vinegar')
+        self.assertEqual(row.product_size, '32oz')
+        self.assertEqual(row.case_size, 12)
+        self.assertEqual(row.unit_cost, decimal.Decimal('3.99'))
+        self.assertEqual(row.unit_price_reg, decimal.Decimal('5.99'))
+        self.assertEqual(row.unit_price_quoted, decimal.Decimal('5.99'))
+        self.assertEqual(row.case_price_quoted, decimal.Decimal('71.88'))
+        self.assertEqual(row.total_price, decimal.Decimal('143.76'))
+
+    def test_remove_row(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        self.assertEqual(len(batch.rows), 0)
+
+        kw = dict(
+            scancode='07430500132',
+            brand_name='Bragg',
+            description='Vinegar',
+            size='32oz',
+            case_size=12,
+            unit_cost=decimal.Decimal('3.99'),
+            unit_price_reg=decimal.Decimal('5.99'),
+            created_by=user,
+        )
+        row = handler.add_pending_product(batch, kw, 1, enum.ORDER_UOM_CASE)
+        self.session.add(row)
+        self.session.flush()
+        self.assertEqual(batch.row_count, 1)
+        self.assertEqual(row.total_price, decimal.Decimal('71.88'))
+        self.assertEqual(batch.total_price, decimal.Decimal('71.88'))
+
+        handler.do_remove_row(row)
+        self.assertEqual(batch.row_count, 0)
+        self.assertEqual(batch.total_price, 0)
+
+    def test_do_delete(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        # make batch w/ pending customer
+        customer = model.PendingCustomer(full_name="Fred Flintstone",
+                                         status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+        batch = handler.make_batch(self.session, created_by=user, pending_customer=customer)
+        self.session.add(batch)
+        self.session.commit()
+
+        # deleting batch will also delete pending customer
+        self.assertIn(batch, self.session)
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 1)
+        handler.do_delete(batch, user)
+        self.session.commit()
+        self.assertNotIn(batch, self.session)
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 0)
+
+        # make new pending customer
+        customer = model.PendingCustomer(full_name="Fred Flintstone",
+                                         status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+
+        # make 2 batches with same pending customer
+        batch1 = handler.make_batch(self.session, created_by=user, pending_customer=customer)
+        batch2 = handler.make_batch(self.session, created_by=user, pending_customer=customer)
+        self.session.add(batch1)
+        self.session.add(batch2)
+        self.session.commit()
+
+        # deleting 1 will not delete pending customer
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 1)
+        handler.do_delete(batch1, user)
+        self.session.commit()
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 1)
+        self.assertIs(batch2.pending_customer, customer)
+
+    def test_get_effective_rows(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        # make batch w/ different status rows
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        # STATUS_MISSING_PRODUCT
+        row = handler.make_row(order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+        handler.add_row(batch, row)
+        self.session.add(row)
+        self.session.flush()
+        # STATUS_MISSING_ORDER_QTY
+        row = handler.make_row(product_id=42, order_qty=0, order_uom=enum.ORDER_UOM_UNIT)
+        handler.add_row(batch, row)
+        self.session.add(row)
+        self.session.flush()
+        # STATUS_OK
+        row = handler.make_row(product_id=42, order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+        handler.add_row(batch, row)
+        self.session.add(row)
+        self.session.commit()
+
+        # only 1 effective row
+        rows = handler.get_effective_rows(batch)
+        self.assertEqual(len(rows), 1)
+        row = rows[0]
+        self.assertEqual(row.status_code, row.STATUS_OK)
+
+    def test_why_not_execute(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        self.session.flush()
+
+        reason = handler.why_not_execute(batch)
+        self.assertEqual(reason, "Must assign the customer")
+
+        batch.customer_id = 42
+
+        reason = handler.why_not_execute(batch)
+        self.assertEqual(reason, "Must add at least one valid item")
+
+        kw = dict(
+            scancode='07430500132',
+            brand_name='Bragg',
+            description='Vinegar',
+            size='32oz',
+            case_size=12,
+            unit_cost=decimal.Decimal('3.99'),
+            unit_price_reg=decimal.Decimal('5.99'),
+            created_by=user,
+        )
+        row = handler.add_pending_product(batch, kw, 1, enum.ORDER_UOM_CASE)
+        self.session.add(row)
+        self.session.flush()
+
+        reason = handler.why_not_execute(batch)
+        self.assertIsNone(reason)
+
+    def test_make_new_order(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        batch = handler.make_batch(self.session, created_by=user,
+                                   customer_id=42, customer_name="John Doe")
+        self.session.add(batch)
+        kw = dict(
+            scancode='07430500132',
+            brand_name='Bragg',
+            description='Vinegar',
+            size='32oz',
+            case_size=12,
+            unit_cost=decimal.Decimal('3.99'),
+            unit_price_reg=decimal.Decimal('5.99'),
+            created_by=user,
+        )
+        row = handler.add_pending_product(batch, kw, 1, enum.ORDER_UOM_CASE)
+        self.session.add(row)
+        self.session.flush()
+
+        order = handler.make_new_order(batch, [row], user=user)
+        self.assertIsInstance(order, model.Order)
+        self.assertIs(order.created_by, user)
+        self.assertEqual(order.customer_id, 42)
+        self.assertEqual(order.customer_name, "John Doe")
+        self.assertEqual(len(order.items), 1)
+        item = order.items[0]
+        self.assertEqual(item.product_scancode, '07430500132')
+        self.assertEqual(item.product_brand, 'Bragg')
+        self.assertEqual(item.product_description, 'Vinegar')
+        self.assertEqual(item.product_size, '32oz')
+        self.assertEqual(item.case_size, 12)
+        self.assertEqual(item.unit_cost, decimal.Decimal('3.99'))
+        self.assertEqual(item.unit_price_reg, decimal.Decimal('5.99'))
+
+    def test_execute(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = self.make_handler()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        batch = handler.make_batch(self.session, created_by=user,
+                                   customer_id=42, customer_name="John Doe")
+        self.session.add(batch)
+        kw = dict(
+            scancode='07430500132',
+            brand_name='Bragg',
+            description='Vinegar',
+            size='32oz',
+            case_size=12,
+            unit_cost=decimal.Decimal('3.99'),
+            unit_price_reg=decimal.Decimal('5.99'),
+            created_by=user,
+        )
+        row = handler.add_pending_product(batch, kw, 1, enum.ORDER_UOM_CASE)
+        self.session.add(row)
+        self.session.flush()
+
+        order = handler.execute(batch, user=user)
+        self.assertIsInstance(order, model.Order)
+        self.assertIs(order.created_by, user)
+        self.assertEqual(order.customer_id, 42)
+        self.assertEqual(order.customer_name, "John Doe")
+        self.assertEqual(len(order.items), 1)
+        item = order.items[0]
+        self.assertEqual(item.product_scancode, '07430500132')
+        self.assertEqual(item.product_brand, 'Bragg')
+        self.assertEqual(item.product_description, 'Vinegar')
+        self.assertEqual(item.product_size, '32oz')
+        self.assertEqual(item.case_size, 12)
+        self.assertEqual(item.unit_cost, decimal.Decimal('3.99'))
+        self.assertEqual(item.unit_price_reg, decimal.Decimal('5.99'))

tests/cli/test_install.py

@@ -0,0 +1,18 @@
+# -*- coding: utf-8; -*-
+
+from unittest.mock import MagicMock, patch
+
+from wuttjamaican.testing import ConfigTestCase
+from wuttjamaican.install import InstallHandler
+
+from sideshow.cli import install as mod
+
+
+class TestInstall(ConfigTestCase):
+
+    def test_run(self):
+        ctx = MagicMock(params={})
+        ctx.parent.wutta_config = self.config
+        with patch.object(InstallHandler, 'run') as run:
+            mod.install(ctx)
+            run.assert_called_once_with()

tests/db/model/batch/test_neworder.py

@@ -0,0 +1,23 @@
+# -*- coding: utf-8; -*-
+
+from wuttjamaican.testing import DataTestCase
+
+from sideshow.db.model.batch import neworder as mod
+from sideshow.db.model.products import PendingProduct
+
+
+class TestNewOrderBatchRow(DataTestCase):
+
+    def test_str(self):
+
+        row = mod.NewOrderBatchRow()
+        self.assertEqual(str(row), "")
+
+        row = mod.NewOrderBatchRow(product_description="Vinegar")
+        self.assertEqual(str(row), "Vinegar")
+
+        product = PendingProduct(brand_name="Bragg",
+                                 description="Vinegar",
+                                 size="32oz")
+        row = mod.NewOrderBatchRow(pending_product=product)
+        self.assertEqual(str(row), "Bragg Vinegar 32oz")

tests/db/model/test_customers.py

@@ -0,0 +1,15 @@
+# -*- coding: utf-8; -*-
+
+from wuttjamaican.testing import DataTestCase
+
+from sideshow.db.model import customers as mod
+
+
+class TestPendingCustomer(DataTestCase):
+
+    def test_str(self):
+        customer = mod.PendingCustomer()
+        self.assertEqual(str(customer), "")
+
+        customer.full_name = "Fred Flintstone"
+        self.assertEqual(str(customer), "Fred Flintstone")

tests/db/model/test_orders.py

@@ -0,0 +1,34 @@
+# -*- coding: utf-8; -*-
+
+from wuttjamaican.testing import DataTestCase
+
+from sideshow.db.model import orders as mod
+from sideshow.db.model.products import PendingProduct
+
+
+class TestOrder(DataTestCase):
+
+    def test_str(self):
+
+        order = mod.Order()
+        self.assertEqual(str(order), "None")
+
+        order = mod.Order(order_id=42)
+        self.assertEqual(str(order), "42")
+
+
+class TestOrderItem(DataTestCase):
+
+    def test_str(self):
+
+        item = mod.OrderItem()
+        self.assertEqual(str(item), "")
+
+        item = mod.OrderItem(product_description="Vinegar")
+        self.assertEqual(str(item), "Vinegar")
+
+        product = PendingProduct(brand_name="Bragg",
+                                 description="Vinegar",
+                                 size="32oz")
+        item = mod.OrderItem(pending_product=product)
+        self.assertEqual(str(item), "Bragg Vinegar 32oz")

tests/db/model/test_products.py

@@ -0,0 +1,44 @@
+# -*- coding: utf-8; -*-
+
+from wuttjamaican.testing import DataTestCase
+
+from sideshow.db.model import products as mod
+
+
+class TestPendingProduct(DataTestCase):
+
+    def test_str(self):
+        product = mod.PendingProduct()
+        self.assertEqual(str(product), "")
+
+        product = mod.PendingProduct(brand_name="Bragg")
+        self.assertEqual(str(product), "Bragg")
+
+        product = mod.PendingProduct(description="Vinegar")
+        self.assertEqual(str(product), "Vinegar")
+
+        product = mod.PendingProduct(size="32oz")
+        self.assertEqual(str(product), "32oz")
+
+        product = mod.PendingProduct(brand_name="Bragg",
+                                     description="Vinegar",
+                                     size="32oz")
+        self.assertEqual(str(product), "Bragg Vinegar 32oz")
+
+    def test_full_description(self):
+        product = mod.PendingProduct()
+        self.assertEqual(product.full_description, "")
+
+        product = mod.PendingProduct(brand_name="Bragg")
+        self.assertEqual(product.full_description, "Bragg")
+
+        product = mod.PendingProduct(description="Vinegar")
+        self.assertEqual(product.full_description, "Vinegar")
+
+        product = mod.PendingProduct(size="32oz")
+        self.assertEqual(product.full_description, "32oz")
+
+        product = mod.PendingProduct(brand_name="Bragg",
+                                     description="Vinegar",
+                                     size="32oz")
+        self.assertEqual(product.full_description, "Bragg Vinegar 32oz")

tests/test_config.py

@@ -0,0 +1,17 @@
+# -*- coding: utf-8; -*-
+
+from unittest import TestCase
+
+from wuttjamaican.conf import WuttaConfig
+
+from sideshow import config as mod
+
+
+class TestSideshowConfig(TestCase):
+
+    def test_configure(self):
+        config = WuttaConfig(files=[])
+        ext = mod.SideshowConfig()
+        ext.configure(config)
+        self.assertEqual(config.get('wutta.app_title'), "Sideshow")
+        self.assertEqual(config.get('wutta.app_dist'), "Sideshow")

tests/web/forms/test_schema.py

@@ -0,0 +1,88 @@
+# -*- coding: utf-8; -*-
+
+from sqlalchemy import orm
+
+from sideshow.testing import WebTestCase
+from sideshow.web.forms import schema as mod
+
+
+class TestOrderRef(WebTestCase):
+
+    def test_sort_query(self):
+        typ = mod.OrderRef(self.request, session=self.session)
+        query = typ.get_query()
+        self.assertIsInstance(query, orm.Query)
+        sorted_query = typ.sort_query(query)
+        self.assertIsInstance(sorted_query, orm.Query)
+        self.assertIsNot(sorted_query, query)
+
+    def test_get_object_url(self):
+        self.pyramid_config.add_route('orders.view', '/orders/{uuid}')
+        model = self.app.model
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        order = model.Order(order_id=42, created_by=user)
+        self.session.add(order)
+        self.session.commit()
+
+        typ = mod.OrderRef(self.request, session=self.session)
+        url = typ.get_object_url(order)
+        self.assertIsNotNone(url)
+        self.assertIn(f'/orders/{order.uuid}', url)
+
+
+class TestPendingCustomerRef(WebTestCase):
+
+    def test_sort_query(self):
+        typ = mod.PendingCustomerRef(self.request, session=self.session)
+        query = typ.get_query()
+        self.assertIsInstance(query, orm.Query)
+        sorted_query = typ.sort_query(query)
+        self.assertIsInstance(sorted_query, orm.Query)
+        self.assertIsNot(sorted_query, query)
+
+    def test_get_object_url(self):
+        self.pyramid_config.add_route('pending_customers.view', '/pending/customers/{uuid}')
+        model = self.app.model
+        enum = self.app.enum
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        customer = model.PendingCustomer(status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+        self.session.commit()
+
+        typ = mod.PendingCustomerRef(self.request, session=self.session)
+        url = typ.get_object_url(customer)
+        self.assertIsNotNone(url)
+        self.assertIn(f'/pending/customers/{customer.uuid}', url)
+
+
+class TestPendingProductRef(WebTestCase):
+
+    def test_sort_query(self):
+        typ = mod.PendingProductRef(self.request, session=self.session)
+        query = typ.get_query()
+        self.assertIsInstance(query, orm.Query)
+        sorted_query = typ.sort_query(query)
+        self.assertIsInstance(sorted_query, orm.Query)
+        self.assertIsNot(sorted_query, query)
+
+    def test_get_object_url(self):
+        self.pyramid_config.add_route('pending_products.view', '/pending/products/{uuid}')
+        model = self.app.model
+        enum = self.app.enum
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        product = model.PendingProduct(status=enum.PendingProductStatus.PENDING,
+                                       created_by=user)
+        self.session.add(product)
+        self.session.commit()
+
+        typ = mod.PendingProductRef(self.request, session=self.session)
+        url = typ.get_object_url(product)
+        self.assertIsNotNone(url)
+        self.assertIn(f'/pending/products/{product.uuid}', url)

tests/web/test_app.py

@@ -0,0 +1,34 @@
+# -*- coding: utf-8; -*-
+
+import os
+from unittest import TestCase
+
+from asgiref.wsgi import WsgiToAsgi
+from pyramid.router import Router
+
+from sideshow.web import app as mod
+
+
+here = os.path.dirname(__file__)
+example_conf = os.path.join(here, 'example.conf')
+
+
+class TestMain(TestCase):
+
+    def test_coverage(self):
+        app = mod.main({}, **{'wutta.config': example_conf})
+        self.assertIsInstance(app, Router)
+
+
+class TestMakeWsgiApp(TestCase):
+
+    def test_coverage(self):
+        app = mod.make_wsgi_app()
+        self.assertIsInstance(app, Router)
+
+
+class TestMakeAsgiApp(TestCase):
+
+    def test_coverage(self):
+        app = mod.make_asgi_app()
+        self.assertIsInstance(app, WsgiToAsgi)

tests/web/test_menus.py

@@ -0,0 +1,12 @@
+# -*- coding: utf-8; -*-
+
+from sideshow.testing import WebTestCase
+from sideshow.web import menus as mod
+
+
+class TestSideshowMenuHandler(WebTestCase):
+
+    def test_make_menus(self):
+        handler = mod.SideshowMenuHandler(self.config)
+        menus = handler.make_menus(self.request)
+        self.assertEqual(len(menus), 4)

tests/web/test_static.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8; -*-
+
+from sideshow.testing import WebTestCase
+from sideshow.web import static as mod
+
+
+class TestIncludeme(WebTestCase):
+
+    def test_coverage(self):
+        mod.includeme(self.pyramid_config)

tests/web/views/batch/test_neworder.py

@@ -0,0 +1,101 @@
+# -*- coding: utf-8; -*-
+
+import datetime
+from unittest.mock import patch
+
+from wuttaweb.forms.schema import WuttaMoney
+
+from sideshow.testing import WebTestCase
+from sideshow.web.views.batch import neworder as mod
+from sideshow.web.forms.schema import PendingCustomerRef
+from sideshow.batch.neworder import NewOrderBatchHandler
+
+
+class TestIncludeme(WebTestCase):
+
+    def test_coverage(self):
+        mod.includeme(self.pyramid_config)
+
+
+class TestNewOrderBatchView(WebTestCase):
+
+    def make_view(self):
+        return mod.NewOrderBatchView(self.request)
+
+    def test_get_batch_handler(self):
+        view = self.make_view()
+        handler = view.get_batch_handler()
+        self.assertIsInstance(handler, NewOrderBatchHandler)
+
+    def test_configure_grid(self):
+        model = self.app.model
+        view = self.make_view()
+        grid = view.make_grid(model_class=model.NewOrderBatch)
+        self.assertNotIn('total_price', grid.renderers)
+        view.configure_grid(grid)
+        self.assertIn('total_price', grid.renderers)
+
+    def test_configure_form(self):
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+        handler = view.batch_handler
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        customer = model.PendingCustomer(status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+        batch = handler.make_batch(self.session, pending_customer=customer, created_by=user)
+        self.session.add(batch)
+        self.session.commit()
+
+        # viewing
+        with patch.object(view, 'viewing', new=True):
+            form = view.make_form(model_instance=batch)
+            view.configure_form(form)
+            schema = form.get_schema()
+            self.assertIsInstance(schema['pending_customer'].typ, PendingCustomerRef)
+            self.assertIsInstance(schema['total_price'].typ, WuttaMoney)
+
+    def test_configure_row_grid(self):
+        model = self.app.model
+        view = self.make_view()
+        grid = view.make_grid(model_class=model.NewOrderBatchRow)
+        self.assertNotIn('total_price', grid.renderers)
+        view.configure_row_grid(grid)
+        self.assertIn('total_price', grid.renderers)
+
+    def test_get_xref_buttons(self):
+        self.pyramid_config.add_route('orders.view', '/orders/{uuid}')
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+        handler = view.batch_handler
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        customer = model.PendingCustomer(status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+
+        # 1st batch has no order
+        batch = handler.make_batch(self.session, pending_customer=customer, created_by=user)
+        self.session.add(batch)
+        self.session.flush()
+        buttons = view.get_xref_buttons(batch)
+        self.assertEqual(len(buttons), 0)
+
+        # 2nd batch is executed; has order
+        batch = handler.make_batch(self.session, pending_customer=customer, created_by=user,
+                                   executed=datetime.datetime.now(), executed_by=user)
+        self.session.add(batch)
+        self.session.flush()
+        order = model.Order(order_id=batch.id, created_by=user)
+        self.session.add(order)
+        self.session.flush()
+        with patch.object(view, 'Session', return_value=self.session):
+            # nb. this also requires perm
+            with patch.object(self.request, 'is_root', new=True):
+                buttons = view.get_xref_buttons(batch)
+                self.assertEqual(len(buttons), 1)

tests/web/views/test_customers.py

@@ -0,0 +1,184 @@
+# -*- coding: utf-8; -*-
+
+import datetime
+from unittest.mock import patch
+
+from pyramid.httpexceptions import HTTPFound
+
+from sideshow.testing import WebTestCase
+from sideshow.web.views import customers as mod
+from sideshow.batch.neworder import NewOrderBatchHandler
+
+
+class TestIncludeme(WebTestCase):
+
+    def test_coverage(self):
+        mod.includeme(self.pyramid_config)
+
+
+class TestPendingCustomerView(WebTestCase):
+
+    def make_view(self):
+        return mod.PendingCustomerView(self.request)
+
+    def test_configure_grid(self):
+        model = self.app.model
+        view = self.make_view()
+        # nb. mostly just getting coverage here
+        grid = view.make_grid(model_class=model.PendingCustomer)
+        view.configure_grid(grid)
+        self.assertIn('full_name', grid.linked_columns)
+
+    def test_configure_form(self):
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        # creating
+        with patch.object(view, 'creating', new=True):
+            form = view.make_form(model_class=model.PendingCustomer)
+            view.configure_form(form)
+            self.assertNotIn('status', form)
+            self.assertNotIn('created', form)
+            self.assertNotIn('created_by', form)
+            self.assertNotIn('orders', form)
+            self.assertNotIn('new_order_batches', form)
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        customer = model.PendingCustomer(status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+        self.session.commit()
+
+        # viewing
+        with patch.object(view, 'viewing', new=True):
+            form = view.make_form(model_instance=customer)
+            view.configure_form(form)
+            self.assertIn('status', form)
+            self.assertIn('created', form)
+            self.assertIn('created_by', form)
+            self.assertIn('orders', form)
+            self.assertIn('new_order_batches', form)
+
+    def test_make_orders_grid(self):
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        customer = model.PendingCustomer(status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+        order = model.Order(order_id=42, pending_customer=customer, created_by=user)
+        self.session.add(order)
+        self.session.commit()
+
+        # no view perm
+        grid = view.make_orders_grid(customer)
+        self.assertEqual(len(grid.actions), 0)
+
+        # with view perm
+        with patch.object(self.request, 'is_root', new=True):
+            grid = view.make_orders_grid(customer)
+            self.assertEqual(len(grid.actions), 1)
+            self.assertEqual(grid.actions[0].key, 'view')
+
+    def test_make_new_order_batches_grid(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        customer = model.PendingCustomer(status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+        batch = handler.make_batch(self.session, pending_customer=customer, created_by=user)
+        self.session.add(batch)
+        self.session.commit()
+
+        # no view perm
+        grid = view.make_new_order_batches_grid(customer)
+        self.assertEqual(len(grid.actions), 0)
+
+        # with view perm
+        with patch.object(self.request, 'is_root', new=True):
+            grid = view.make_new_order_batches_grid(customer)
+            self.assertEqual(len(grid.actions), 1)
+            self.assertEqual(grid.actions[0].key, 'view')
+
+    def test_objectify(self):
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.commit()
+
+        with patch.object(view, 'creating', new=True):
+            with patch.object(self.request, 'user', new=user):
+                form = view.make_model_form()
+                with patch.object(form, 'validated', create=True, new={
+                        'full_name': "Fred Flinstone",
+                }):
+                    customer = view.objectify(form)
+                    self.assertIsInstance(customer, model.PendingCustomer)
+                    self.assertIs(customer.created_by, user)
+                    self.assertEqual(customer.status, enum.PendingCustomerStatus.PENDING)
+
+    def test_delete_instance(self):
+        self.pyramid_config.add_route('pending_customers.view', '/pending/customers/{uuid}')
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        # 1st customer is standalone, will be deleted
+        customer = model.PendingCustomer(status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 1)
+        view.delete_instance(customer)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 0)
+
+        # 2nd customer is attached to new order batch, will not be deleted
+        customer = model.PendingCustomer(status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+        batch = handler.make_batch(self.session, created_by=user, pending_customer=customer)
+        self.session.add(batch)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 1)
+        self.assertRaises(HTTPFound, view.delete_instance, customer)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 1)
+
+        # but after batch is executed, 2nd customer can be deleted
+        batch.executed = datetime.datetime.now()
+        batch.executed_by = user
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 1)
+        view.delete_instance(customer)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 0)
+
+        # 3rd customer is attached to order, will not be deleted
+        customer = model.PendingCustomer(status=enum.PendingCustomerStatus.PENDING,
+                                         created_by=user)
+        self.session.add(customer)
+        order = model.Order(order_id=42, created_by=user, pending_customer=customer)
+        self.session.add(order)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 1)
+        self.assertRaises(HTTPFound, view.delete_instance, customer)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingCustomer).count(), 1)

tests/web/views/test_orders.py

@@ -0,0 +1,902 @@
+# -*- coding: utf-8; -*-
+
+import datetime
+import decimal
+from unittest.mock import patch
+
+from sqlalchemy import orm
+from pyramid.httpexceptions import HTTPForbidden, HTTPFound
+from pyramid.response import Response
+
+from wuttaweb.forms.schema import WuttaMoney
+
+from sideshow.batch.neworder import NewOrderBatchHandler
+from sideshow.testing import WebTestCase
+from sideshow.web.views import orders as mod
+from sideshow.web.forms.schema import OrderRef
+
+
+class TestIncludeme(WebTestCase):
+
+    def test_coverage(self):
+        mod.includeme(self.pyramid_config)
+
+
+class TestOrderView(WebTestCase):
+
+    def make_view(self):
+        return mod.OrderView(self.request)
+
+    def test_configure_grid(self):
+        model = self.app.model
+        view = self.make_view()
+        grid = view.make_grid(model_class=model.PendingProduct)
+        self.assertNotIn('order_id', grid.linked_columns)
+        self.assertNotIn('total_price', grid.renderers)
+        view.configure_grid(grid)
+        self.assertIn('order_id', grid.linked_columns)
+        self.assertIn('total_price', grid.renderers)
+
+    def test_create(self):
+        self.pyramid_config.include('sideshow.web.views')
+        model = self.app.model
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.flush()
+
+        with patch.object(view, 'Session', return_value=self.session):
+            with patch.object(self.request, 'current_route_url', return_value='/orders/new'):
+
+                # this will require some perms
+                with patch.multiple(self.request, create=True,
+                                    user=user, is_root=True):
+
+                    # fetch page to start things off
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 0)
+                    response = view.create()
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 1)
+                    batch1 = self.session.query(model.NewOrderBatch).one()
+
+                    # start over; deletes current batch
+                    with patch.multiple(self.request, create=True,
+                                        method='POST',
+                                        POST={'action': 'start_over'}):
+                        response = view.create()
+                        self.assertIsInstance(response, HTTPFound)
+                        self.assertIn('/orders/new', response.location)
+                        self.assertEqual(self.session.query(model.NewOrderBatch).count(), 0)
+
+                    # fetch again to get new batch
+                    response = view.create()
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 1)
+                    batch2 = self.session.query(model.NewOrderBatch).one()
+                    self.assertIsNot(batch2, batch1)
+
+                    # set pending customer
+                    with patch.multiple(self.request, create=True,
+                                        method='POST',
+                                        json_body={'action': 'set_pending_customer',
+                                                   'first_name': 'Fred',
+                                                   'last_name': 'Flintstone',
+                                                   'phone_number': '555-1234',
+                                                   'email_address': 'fred@mailinator.com'}):
+                        response = view.create()
+                        self.assertIsInstance(response, Response)
+                        self.assertEqual(response.content_type, 'application/json')
+                        self.assertEqual(response.json_body, {
+                            'customer_is_known': False,
+                            'customer_id': None,
+                            'customer_name': 'Fred Flintstone',
+                            'phone_number': '555-1234',
+                            'email_address': 'fred@mailinator.com',
+                            'new_customer_name': 'Fred Flintstone',
+                            'new_customer_first_name': 'Fred',
+                            'new_customer_last_name': 'Flintstone',
+                            'new_customer_phone': '555-1234',
+                            'new_customer_email': 'fred@mailinator.com',
+                        })
+
+                    # invalid action
+                    with patch.multiple(self.request, create=True,
+                                        method='POST',
+                                        POST={'action': 'bogus'},
+                                        json_body={'action': 'bogus'}):
+                        response = view.create()
+                        self.assertIsInstance(response, Response)
+                        self.assertEqual(response.content_type, 'application/json')
+                        self.assertEqual(response.json_body, {'error': 'unknown form action'})
+
+    def test_get_current_batch(self):
+        model = self.app.model
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        # user is required
+        self.assertRaises(HTTPForbidden, view.get_current_batch)
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.commit()
+
+        with patch.object(view, 'batch_handler', create=True, new=handler):
+            with patch.object(view, 'Session', return_value=self.session):
+                with patch.object(self.request, 'user', new=user):
+
+                    # batch is auto-created
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 0)
+                    batch = view.get_current_batch()
+                    self.session.flush()
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 1)
+                    self.assertIs(batch.created_by, user)
+
+                    # same batch is returned subsequently
+                    batch2 = view.get_current_batch()
+                    self.session.flush()
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 1)
+                    self.assertIs(batch2, batch)
+
+    def test_get_pending_product_required_fields(self):
+        model = self.app.model
+        view = self.make_view()
+
+        # only description is required by default
+        fields = view.get_pending_product_required_fields()
+        self.assertEqual(fields, ['description'])
+
+        # but config can specify otherwise
+        self.config.setdefault('sideshow.orders.unknown_product.fields.brand_name.required', 'true')
+        self.config.setdefault('sideshow.orders.unknown_product.fields.description.required', 'false')
+        self.config.setdefault('sideshow.orders.unknown_product.fields.size.required', 'true')
+        self.config.setdefault('sideshow.orders.unknown_product.fields.unit_price_reg.required', 'true')
+        fields = view.get_pending_product_required_fields()
+        self.assertEqual(fields, ['brand_name', 'size', 'unit_price_reg'])
+
+    def test_get_context_customer(self):
+        self.pyramid_config.add_route('orders', '/orders/')
+        model = self.app.model
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        # with true customer
+        batch = handler.make_batch(self.session, created_by=user,
+                                   customer_id=42, customer_name='Fred Flintstone',
+                                   phone_number='555-1234', email_address='fred@mailinator.com')
+        self.session.add(batch)
+        self.session.flush()
+        context = view.get_context_customer(batch)
+        self.assertEqual(context, {
+            'customer_is_known': True,
+            'customer_id': 42,
+            'customer_name': 'Fred Flintstone',
+            'phone_number': '555-1234',
+            'email_address': 'fred@mailinator.com',
+            'new_customer_name': None,
+            'new_customer_first_name': None,
+            'new_customer_last_name': None,
+            'new_customer_phone': None,
+            'new_customer_email': None,
+        })
+
+        # with pending customer
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        handler.set_pending_customer(batch, dict(
+            full_name="Fred Flintstone",
+            first_name="Fred", last_name="Flintstone",
+            phone_number='555-1234', email_address='fred@mailinator.com',
+            created_by=user,
+        ))
+        self.session.flush()
+        context = view.get_context_customer(batch)
+        self.assertEqual(context, {
+            'customer_is_known': False,
+            'customer_id': None,
+            'customer_name': 'Fred Flintstone',
+            'phone_number': '555-1234',
+            'email_address': 'fred@mailinator.com',
+            'new_customer_name': 'Fred Flintstone',
+            'new_customer_first_name': 'Fred',
+            'new_customer_last_name': 'Flintstone',
+            'new_customer_phone': '555-1234',
+            'new_customer_email': 'fred@mailinator.com',
+        })
+
+        # with no customer
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        self.session.flush()
+        context = view.get_context_customer(batch)
+        self.assertEqual(context, {
+            'customer_is_known': True, # nb. this is for UI default
+            'customer_id': None,
+            'customer_name': None,
+            'phone_number': None,
+            'email_address': None,
+            'new_customer_name': None,
+            'new_customer_first_name': None,
+            'new_customer_last_name': None,
+            'new_customer_phone': None,
+            'new_customer_email': None,
+        })
+
+    def test_start_over(self):
+        self.pyramid_config.add_route('orders.create', '/orders/new')
+        model = self.app.model
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.commit()
+
+        with patch.object(view, 'batch_handler', create=True, new=handler):
+            with patch.object(view, 'Session', return_value=self.session):
+                with patch.object(self.request, 'user', new=user):
+
+                    batch = view.get_current_batch()
+                    self.session.flush()
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 1)
+                    result = view.start_over(batch)
+                    self.assertIsInstance(result, HTTPFound)
+                    self.session.flush()
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 0)
+
+    def test_cancel_order(self):
+        self.pyramid_config.add_route('orders', '/orders/')
+        model = self.app.model
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.commit()
+
+        with patch.object(view, 'batch_handler', create=True, new=handler):
+            with patch.object(view, 'Session', return_value=self.session):
+                with patch.object(self.request, 'user', new=user):
+
+                    batch = view.get_current_batch()
+                    self.session.flush()
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 1)
+                    result = view.cancel_order(batch)
+                    self.assertIsInstance(result, HTTPFound)
+                    self.session.flush()
+                    self.assertEqual(self.session.query(model.NewOrderBatch).count(), 0)
+
+    def test_set_pending_customer(self):
+        self.pyramid_config.add_route('orders.create', '/orders/new')
+        model = self.app.model
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.commit()
+
+        data = {
+            'first_name': 'Fred',
+            'last_name': 'Flintstone',
+            'phone_number': '555-1234',
+            'email_address': 'fred@mailinator.com',
+        }
+
+        with patch.object(view, 'batch_handler', create=True, new=handler):
+            with patch.object(view, 'Session', return_value=self.session):
+                with patch.object(self.request, 'user', new=user):
+                    batch = view.get_current_batch()
+                    self.session.flush()
+
+                    # normal
+                    self.assertIsNone(batch.pending_customer)
+                    context = view.set_pending_customer(batch, data)
+                    self.assertIsInstance(batch.pending_customer, model.PendingCustomer)
+                    self.assertEqual(context, {
+                        'customer_is_known': False,
+                        'customer_id': None,
+                        'customer_name': 'Fred Flintstone',
+                        'phone_number': '555-1234',
+                        'email_address': 'fred@mailinator.com',
+                        'new_customer_name': 'Fred Flintstone',
+                        'new_customer_first_name': 'Fred',
+                        'new_customer_last_name': 'Flintstone',
+                        'new_customer_phone': '555-1234',
+                        'new_customer_email': 'fred@mailinator.com',
+                    })
+
+                    # error
+                    with patch.object(handler, 'set_pending_customer', side_effect=RuntimeError):
+                        context = view.set_pending_customer(batch, data)
+                        self.assertEqual(context, {
+                            'error': 'RuntimeError',
+                        })
+
+    def test_add_item(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.commit()
+
+        data = {
+            'pending_product': {
+                'scancode': '07430500132',
+                'brand_name': 'Bragg',
+                'description': 'Vinegar',
+                'size': '32oz',
+                'unit_price_reg': 5.99,
+            },
+            'order_qty': 1,
+            'order_uom': enum.ORDER_UOM_UNIT,
+        }
+
+        with patch.object(view, 'batch_handler', create=True, new=handler):
+            with patch.object(view, 'Session', return_value=self.session):
+                with patch.object(self.request, 'user', new=user):
+                    batch = view.get_current_batch()
+                    self.session.flush()
+                    self.assertEqual(len(batch.rows), 0)
+
+                    # normal pending product
+                    result = view.add_item(batch, data)
+                    self.assertIn('batch', result)
+                    self.assertIn('row', result)
+                    self.session.flush()
+                    self.assertEqual(len(batch.rows), 1)
+                    row = batch.rows[0]
+                    self.assertIsInstance(row.pending_product, model.PendingProduct)
+
+                    # pending w/ invalid price
+                    with patch.dict(data['pending_product'], unit_price_reg='invalid'):
+                        result = view.add_item(batch, data)
+                        self.assertEqual(result, {'error': "Invalid entry for field: unit_price_reg"})
+                        self.session.flush()
+                        self.assertEqual(len(batch.rows), 1) # still just the 1st row
+
+                    # true product not yet supported
+                    with patch.dict(data, product_is_known=True):
+                        self.assertRaises(NotImplementedError, view.add_item, batch, data)
+
+    def test_update_item(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.commit()
+
+        data = {
+            'pending_product': {
+                'scancode': '07430500132',
+                'brand_name': 'Bragg',
+                'description': 'Vinegar',
+                'size': '32oz',
+                'unit_price_reg': 5.99,
+                'case_size': 12,
+            },
+            'order_qty': 1,
+            'order_uom': enum.ORDER_UOM_CASE,
+        }
+
+        with patch.object(view, 'batch_handler', create=True, new=handler):
+            with patch.object(view, 'Session', return_value=self.session):
+                with patch.object(self.request, 'user', new=user):
+                    batch = view.get_current_batch()
+                    self.session.flush()
+                    self.assertEqual(len(batch.rows), 0)
+
+                    # add row w/ pending product
+                    view.add_item(batch, data)
+                    self.session.flush()
+                    row = batch.rows[0]
+                    self.assertIsInstance(row.pending_product, model.PendingProduct)
+                    self.assertEqual(row.unit_price_quoted, decimal.Decimal('5.99'))
+
+                    # missing row uuid
+                    result = view.update_item(batch, data)
+                    self.assertEqual(result, {'error': "Must specify a row UUID"})
+
+                    # row not found
+                    with patch.dict(data, uuid=self.app.make_true_uuid()):
+                        result = view.update_item(batch, data)
+                        self.assertEqual(result, {'error': "Row not found"})
+
+                    # row for wrong batch
+                    batch2 = handler.make_batch(self.session, created_by=user)
+                    self.session.add(batch2)
+                    row2 = handler.make_row(order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+                    handler.add_row(batch2, row2)
+                    self.session.flush()
+                    with patch.dict(data, uuid=row2.uuid):
+                        result = view.update_item(batch, data)
+                        self.assertEqual(result, {'error': "Row is for wrong batch"})
+
+                    # set row for remaining tests
+                    data['uuid'] = row.uuid
+
+                    # true product not yet supported
+                    with patch.dict(data, product_is_known=True):
+                        self.assertRaises(NotImplementedError, view.update_item, batch, data)
+
+                    # update row, pending product
+                    with patch.dict(data, order_qty=2):
+                        with patch.dict(data['pending_product'], scancode='07430500116'):
+                            self.assertEqual(row.product_scancode, '07430500132')
+                            self.assertEqual(row.order_qty, 1)
+                            result = view.update_item(batch, data)
+                            self.assertEqual(sorted(result), ['batch', 'row'])
+                            self.assertEqual(row.product_scancode, '07430500116')
+                            self.assertEqual(row.order_qty, 2)
+                            self.assertEqual(row.pending_product.scancode, '07430500116')
+                            self.assertEqual(result['row']['product_scancode'], '07430500116')
+                            self.assertEqual(result['row']['order_qty'], '2')
+
+    def test_delete_item(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.commit()
+
+        data = {
+            'pending_product': {
+                'scancode': '07430500132',
+                'brand_name': 'Bragg',
+                'description': 'Vinegar',
+                'size': '32oz',
+                'unit_price_reg': 5.99,
+                'case_size': 12,
+            },
+            'order_qty': 1,
+            'order_uom': enum.ORDER_UOM_CASE,
+        }
+
+        with patch.object(view, 'batch_handler', create=True, new=handler):
+            with patch.object(view, 'Session', return_value=self.session):
+                with patch.object(self.request, 'user', new=user):
+                    batch = view.get_current_batch()
+                    self.session.flush()
+                    self.assertEqual(len(batch.rows), 0)
+
+                    # add row w/ pending product
+                    view.add_item(batch, data)
+                    self.session.flush()
+                    row = batch.rows[0]
+                    self.assertIsInstance(row.pending_product, model.PendingProduct)
+                    self.assertEqual(row.unit_price_quoted, decimal.Decimal('5.99'))
+
+                    # missing row uuid
+                    result = view.delete_item(batch, data)
+                    self.assertEqual(result, {'error': "Must specify a row UUID"})
+
+                    # row not found
+                    with patch.dict(data, uuid=self.app.make_true_uuid()):
+                        result = view.delete_item(batch, data)
+                        self.assertEqual(result, {'error': "Row not found"})
+
+                    # row for wrong batch
+                    batch2 = handler.make_batch(self.session, created_by=user)
+                    self.session.add(batch2)
+                    row2 = handler.make_row(order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+                    handler.add_row(batch2, row2)
+                    self.session.flush()
+                    with patch.dict(data, uuid=row2.uuid):
+                        result = view.delete_item(batch, data)
+                        self.assertEqual(result, {'error': "Row is for wrong batch"})
+
+                    # row is deleted
+                    data['uuid'] = row.uuid
+                    self.assertEqual(len(batch.rows), 1)
+                    self.assertEqual(batch.row_count, 1)
+                    result = view.delete_item(batch, data)
+                    self.assertEqual(sorted(result), ['batch'])
+                    self.session.refresh(batch)
+                    self.assertEqual(len(batch.rows), 0)
+                    self.assertEqual(batch.row_count, 0)
+
+    def test_submit_new_order(self):
+        self.pyramid_config.add_route('orders.view', '/orders/{uuid}')
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        self.session.commit()
+
+        data = {
+            'pending_product': {
+                'scancode': '07430500132',
+                'brand_name': 'Bragg',
+                'description': 'Vinegar',
+                'size': '32oz',
+                'unit_price_reg': 5.99,
+                'case_size': 12,
+            },
+            'order_qty': 1,
+            'order_uom': enum.ORDER_UOM_CASE,
+        }
+
+        with patch.object(view, 'batch_handler', create=True, new=handler):
+            with patch.object(view, 'Session', return_value=self.session):
+                with patch.object(self.request, 'user', new=user):
+                    batch = view.get_current_batch()
+                    self.session.flush()
+                    self.assertEqual(len(batch.rows), 0)
+
+                    # add row w/ pending product
+                    view.add_item(batch, data)
+                    self.session.flush()
+                    row = batch.rows[0]
+                    self.assertIsInstance(row.pending_product, model.PendingProduct)
+                    self.assertEqual(row.unit_price_quoted, decimal.Decimal('5.99'))
+
+                    # execute not allowed yet (no customer)
+                    result = view.submit_new_order(batch, {})
+                    self.assertEqual(result, {'error': "Must assign the customer"})
+
+                    # submit/execute ok
+                    batch.customer_id = 42
+                    result = view.submit_new_order(batch, {})
+                    self.assertEqual(sorted(result), ['next_url'])
+                    self.assertIn('/orders/', result['next_url'])
+
+                    # error (already executed)
+                    result = view.submit_new_order(batch, {})
+                    self.assertEqual(result, {
+                        'error': f"ValueError: batch has already been executed: {batch}",
+                    })
+
+    def test_get_default_uom_choices(self):
+        enum = self.app.enum
+        view = self.make_view()
+
+        uoms = view.get_default_uom_choices()
+        self.assertEqual(uoms, [{'key': key, 'value': val}
+                                for key, val in enum.ORDER_UOM.items()])
+
+    def test_normalize_batch(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        pending = {
+            'scancode': '07430500132',
+            'brand_name': 'Bragg',
+            'description': 'Vinegar',
+            'size': '32oz',
+            'unit_price_reg': 5.99,
+            'case_size': 12,
+            'created_by': user,
+        }
+        row = handler.add_pending_product(batch, pending, 1, enum.ORDER_UOM_CASE)
+        self.session.commit()
+
+        data = view.normalize_batch(batch)
+        self.assertEqual(data, {
+            'uuid': batch.uuid.hex,
+            'total_price': '71.880',
+            'total_price_display': '$71.88',
+            'status_code': None,
+            'status_text': None,
+        })
+
+    def test_normalize_row(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        pending = {
+            'scancode': '07430500132',
+            'brand_name': 'Bragg',
+            'description': 'Vinegar',
+            'size': '32oz',
+            'unit_price_reg': 5.99,
+            'case_size': 12,
+            'created_by': user,
+        }
+        row = handler.add_pending_product(batch, pending, 2, enum.ORDER_UOM_CASE)
+        self.session.commit()
+
+        # normal
+        data = view.normalize_row(row)
+        self.assertIsInstance(data, dict)
+        self.assertEqual(data['uuid'], row.uuid.hex)
+        self.assertEqual(data['sequence'], 1)
+        self.assertEqual(data['product_scancode'], '07430500132')
+        self.assertEqual(data['case_size'], '12')
+        self.assertEqual(data['order_qty'], '2')
+        self.assertEqual(data['order_uom'], 'CS')
+        self.assertEqual(data['order_qty_display'], '2 Cases (× 12 = 24 Units)')
+        self.assertEqual(data['unit_price_reg'], 5.99)
+        self.assertEqual(data['unit_price_reg_display'], '$5.99')
+        self.assertNotIn('unit_price_sale', data)
+        self.assertNotIn('unit_price_sale_display', data)
+        self.assertNotIn('sale_ends', data)
+        self.assertNotIn('sale_ends_display', data)
+        self.assertEqual(data['unit_price_quoted'], 5.99)
+        self.assertEqual(data['unit_price_quoted_display'], '$5.99')
+        self.assertEqual(data['case_price_quoted'], 71.88)
+        self.assertEqual(data['case_price_quoted_display'], '$71.88')
+        self.assertEqual(data['total_price'], 143.76)
+        self.assertEqual(data['total_price_display'], '$143.76')
+        self.assertIsNone(data['special_order'])
+        self.assertEqual(data['status_code'], row.STATUS_OK)
+        self.assertEqual(data['pending_product'], {
+            'uuid': row.pending_product_uuid.hex,
+            'scancode': '07430500132',
+            'brand_name': 'Bragg',
+            'description': 'Vinegar',
+            'size': '32oz',
+            'department_id': None,
+            'department_name': None,
+            'unit_price_reg': 5.99,
+            'vendor_name': None,
+            'vendor_item_code': None,
+            'unit_cost': None,
+            'case_size': 12.0,
+            'notes': None,
+            'special_order': None,
+        })
+
+        # unknown case size
+        row.pending_product.case_size = None
+        handler.refresh_row(row)
+        self.session.flush()
+        data = view.normalize_row(row)
+        self.assertEqual(data['order_qty_display'], '2 Cases (× ?? = ?? Units)')
+
+        # order by unit
+        row.order_uom = enum.ORDER_UOM_UNIT
+        handler.refresh_row(row)
+        self.session.flush()
+        data = view.normalize_row(row)
+        self.assertEqual(data['order_qty_display'], '2 Units')
+
+        # item on sale
+        row.pending_product.case_size = 12
+        row.unit_price_sale = decimal.Decimal('5.19')
+        row.sale_ends = datetime.datetime(2025, 1, 5, 20, 32)
+        handler.refresh_row(row, now=datetime.datetime(2025, 1, 5, 19))
+        self.session.flush()
+        data = view.normalize_row(row)
+        self.assertEqual(data['unit_price_sale'], 5.19)
+        self.assertEqual(data['unit_price_sale_display'], '$5.19')
+        self.assertEqual(data['sale_ends'], '2025-01-05 20:32:00')
+        self.assertEqual(data['sale_ends_display'], '2025-01-05')
+        self.assertEqual(data['unit_price_quoted'], 5.19)
+        self.assertEqual(data['unit_price_quoted_display'], '$5.19')
+        self.assertEqual(data['case_price_quoted'], 62.28)
+        self.assertEqual(data['case_price_quoted_display'], '$62.28')
+
+    def test_get_instance_title(self):
+        model = self.app.model
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        order = model.Order(order_id=42, customer_name="Fred Flintstone", created_by=user)
+        self.session.add(order)
+        self.session.flush()
+
+        title = view.get_instance_title(order)
+        self.assertEqual(title, "#42 for Fred Flintstone")
+
+    def test_configure_form(self):
+        model = self.app.model
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        order = model.Order(order_id=42, created_by=user)
+        self.session.add(order)
+        self.session.commit()
+
+        # viewing
+        with patch.object(view, 'viewing', new=True):
+            form = view.make_form(model_instance=order)
+            # nb. this is to avoid include/exclude ambiguity
+            form.remove('items')
+            view.configure_form(form)
+            schema = form.get_schema()
+            self.assertIsInstance(schema['total_price'].typ, WuttaMoney)
+
+    def test_get_xref_buttons(self):
+        self.pyramid_config.add_route('neworder_batches.view', '/batch/neworder/{uuid}')
+        model = self.app.model
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        order = model.Order(order_id=42, created_by=user)
+        self.session.add(order)
+        self.session.flush()
+
+        with patch.object(view, 'Session', return_value=self.session):
+
+            # nb. this requires perm to view batch
+            with patch.object(self.request, 'is_root', new=True):
+
+                # order has no batch, so no buttons
+                buttons = view.get_xref_buttons(order)
+                self.assertEqual(buttons, [])
+
+                # mock up a batch to get a button
+                batch = handler.make_batch(self.session,
+                                           id=order.order_id,
+                                           created_by=user,
+                                           executed=datetime.datetime.now(),
+                                           executed_by=user)
+                self.session.add(batch)
+                self.session.flush()
+                buttons = view.get_xref_buttons(order)
+                self.assertEqual(len(buttons), 1)
+                button = buttons[0]
+                self.assertIn("View the Batch", button)
+
+    def test_get_row_grid_data(self):
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        order = model.Order(order_id=42, created_by=user)
+        self.session.add(order)
+        self.session.flush()
+        order.items.append(model.OrderItem(product_id='07430500132',
+                                           product_scancode='07430500132',
+                                           order_qty=1, order_uom=enum.ORDER_UOM_UNIT,
+                                           status_code=enum.ORDER_ITEM_STATUS_INITIATED))
+        self.session.flush()
+
+        with patch.object(view, 'Session', return_value=self.session):
+            query = view.get_row_grid_data(order)
+            self.assertIsInstance(query, orm.Query)
+            items = query.all()
+            self.assertEqual(len(items), 1)
+            self.assertEqual(items[0].product_scancode, '07430500132')
+
+    def test_configure_row_grid(self):
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        order = model.Order(order_id=42, created_by=user)
+        self.session.add(order)
+        self.session.flush()
+        order.items.append(model.OrderItem(product_id='07430500132',
+                                           product_scancode='07430500132',
+                                           order_qty=1, order_uom=enum.ORDER_UOM_UNIT,
+                                           status_code=enum.ORDER_ITEM_STATUS_INITIATED))
+        self.session.flush()
+
+        with patch.object(view, 'Session', return_value=self.session):
+            grid = view.make_grid(model_class=model.OrderItem, data=order.items)
+            self.assertNotIn('product_scancode', grid.linked_columns)
+            view.configure_row_grid(grid)
+            self.assertIn('product_scancode', grid.linked_columns)
+
+    def test_render_status_code(self):
+        enum = self.app.enum
+        view = self.make_view()
+        result = view.render_status_code(None, None, enum.ORDER_ITEM_STATUS_INITIATED)
+        self.assertEqual(result, "initiated")
+        self.assertEqual(result, enum.ORDER_ITEM_STATUS[enum.ORDER_ITEM_STATUS_INITIATED])
+
+    def test_get_row_action_url_view(self):
+        self.pyramid_config.add_route('order_items.view', '/order-items/{uuid}')
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        order = model.Order(order_id=42, created_by=user)
+        self.session.add(order)
+        self.session.flush()
+        item = model.OrderItem(product_id='07430500132',
+                               product_scancode='07430500132',
+                               order_qty=1, order_uom=enum.ORDER_UOM_UNIT,
+                               status_code=enum.ORDER_ITEM_STATUS_INITIATED)
+        order.items.append(item)
+        self.session.flush()
+
+        url = view.get_row_action_url_view(item, 0)
+        self.assertIn(f'/order-items/{item.uuid}', url)
+
+
+class TestOrderItemView(WebTestCase):
+
+    def make_view(self):
+        return mod.OrderItemView(self.request)
+
+    def test_get_query(self):
+        view = self.make_view()
+        query = view.get_query(session=self.session)
+        self.assertIsInstance(query, orm.Query)
+
+    def test_configure_grid(self):
+        model = self.app.model
+        view = self.make_view()
+        grid = view.make_grid(model_class=model.OrderItem)
+        self.assertNotIn('order_id', grid.linked_columns)
+        view.configure_grid(grid)
+        self.assertIn('order_id', grid.linked_columns)
+
+    def test_render_order_id(self):
+        model = self.app.model
+        view = self.make_view()
+        order = model.Order(order_id=42)
+        item = model.OrderItem()
+        order.items.append(item)
+        self.assertEqual(view.render_order_id(item, None, None), 42)
+
+    def test_render_status_code(self):
+        enum = self.app.enum
+        view = self.make_view()
+        self.assertEqual(view.render_status_code(None, None, enum.ORDER_ITEM_STATUS_INITIATED),
+                         'initiated')
+
+    def test_configure_form(self):
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        item = model.OrderItem(status_code=enum.ORDER_ITEM_STATUS_INITIATED)
+
+        # viewing
+        with patch.object(view, 'viewing', new=True):
+            form = view.make_form(model_instance=item)
+            view.configure_form(form)
+            schema = form.get_schema()
+            self.assertIsInstance(schema['order'].typ, OrderRef)
+
+    def test_get_xref_buttons(self):
+        self.pyramid_config.add_route('orders.view', '/orders/{uuid}')
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        order = model.Order(order_id=42, created_by=user)
+        self.session.add(order)
+        item = model.OrderItem(order_qty=1, order_uom=enum.ORDER_UOM_UNIT,
+                               status_code=enum.ORDER_ITEM_STATUS_INITIATED)
+        order.items.append(item)
+        self.session.flush()
+
+        # nb. this requires perms
+        with patch.object(self.request, 'is_root', new=True):
+
+            # one button by default
+            buttons = view.get_xref_buttons(item)
+            self.assertEqual(len(buttons), 1)
+            self.assertIn("View the Order", buttons[0])

tests/web/views/test_products.py

@@ -0,0 +1,163 @@
+# -*- coding: utf-8; -*-
+
+import datetime
+from unittest.mock import patch
+
+from pyramid.httpexceptions import HTTPFound
+
+from sideshow.testing import WebTestCase
+from sideshow.web.views import products as mod
+from sideshow.batch.neworder import NewOrderBatchHandler
+
+
+class TestIncludeme(WebTestCase):
+
+    def test_coverage(self):
+        mod.includeme(self.pyramid_config)
+
+
+class TestPendingProductView(WebTestCase):
+
+    def make_view(self):
+        return mod.PendingProductView(self.request)
+
+    def test_configure_grid(self):
+        model = self.app.model
+        view = self.make_view()
+        # nb. mostly just getting coverage here
+        grid = view.make_grid(model_class=model.PendingProduct)
+        self.assertNotIn('scancode', grid.linked_columns)
+        self.assertNotIn('brand_name', grid.linked_columns)
+        self.assertNotIn('description', grid.linked_columns)
+        view.configure_grid(grid)
+        self.assertIn('scancode', grid.linked_columns)
+        self.assertIn('brand_name', grid.linked_columns)
+        self.assertIn('description', grid.linked_columns)
+
+    def test_configure_form(self):
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        # creating
+        with patch.object(view, 'creating', new=True):
+            form = view.make_form(model_class=model.PendingProduct)
+            view.configure_form(form)
+            self.assertNotIn('status', form)
+            self.assertNotIn('created', form)
+            self.assertNotIn('created_by', form)
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        product = model.PendingProduct(status=enum.PendingProductStatus.PENDING,
+                                         created_by=user)
+        self.session.add(product)
+        self.session.commit()
+
+        # viewing
+        with patch.object(view, 'viewing', new=True):
+            form = view.make_form(model_instance=product)
+            view.configure_form(form)
+            self.assertIn('status', form)
+            self.assertIn('created', form)
+            self.assertIn('created_by', form)
+
+    def test_make_orders_grid(self):
+        model = self.app.model
+        enum = self.app.enum
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        order = model.Order(order_id=42, customer_id=42, created_by=user)
+        product = model.PendingProduct(status=enum.PendingProductStatus.PENDING,
+                                         created_by=user)
+        self.session.add(product)
+        item = model.OrderItem(pending_product=product,
+                               order_qty=1, order_uom=enum.ORDER_UOM_UNIT,
+                               status_code=enum.ORDER_ITEM_STATUS_INITIATED)
+        order.items.append(item)
+        self.session.add(order)
+        self.session.commit()
+
+        # no view perm
+        grid = view.make_orders_grid(product)
+        self.assertEqual(len(grid.actions), 0)
+
+        # with view perm
+        with patch.object(self.request, 'is_root', new=True):
+            grid = view.make_orders_grid(product)
+            self.assertEqual(len(grid.actions), 1)
+            self.assertEqual(grid.actions[0].key, 'view')
+
+    def test_make_new_order_batches_grid(self):
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        product = model.PendingProduct(status=enum.PendingProductStatus.PENDING,
+                                         created_by=user)
+        self.session.add(product)
+        row = handler.make_row(pending_product=product,
+                               order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+        handler.add_row(batch, row)
+        self.session.commit()
+
+        # no view perm
+        grid = view.make_new_order_batches_grid(product)
+        self.assertEqual(len(grid.actions), 0)
+
+        # with view perm
+        with patch.object(self.request, 'is_root', new=True):
+            grid = view.make_new_order_batches_grid(product)
+            self.assertEqual(len(grid.actions), 1)
+            self.assertEqual(grid.actions[0].key, 'view')
+
+    def test_delete_instance(self):
+        self.pyramid_config.add_route('pending_products.view', '/pending/products/{uuid}')
+        model = self.app.model
+        enum = self.app.enum
+        handler = NewOrderBatchHandler(self.config)
+        view = self.make_view()
+
+        user = model.User(username='barney')
+        self.session.add(user)
+
+        # 1st product is standalone, will be deleted
+        product = model.PendingProduct(status=enum.PendingProductStatus.PENDING,
+                                       created_by=user)
+        self.session.add(product)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingProduct).count(), 1)
+        view.delete_instance(product)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingProduct).count(), 0)
+
+        # 2nd product is attached to new order batch, will not be deleted
+        batch = handler.make_batch(self.session, created_by=user)
+        self.session.add(batch)
+        product = model.PendingProduct(status=enum.PendingProductStatus.PENDING,
+                                         created_by=user)
+        self.session.add(product)
+        row = handler.make_row(pending_product=product,
+                               order_qty=1, order_uom=enum.ORDER_UOM_UNIT)
+        handler.add_row(batch, row)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingProduct).count(), 1)
+        self.assertRaises(HTTPFound, view.delete_instance, product)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingProduct).count(), 1)
+
+        # but after batch is executed, 2nd product can be deleted
+        batch.executed = datetime.datetime.now()
+        batch.executed_by = user
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingProduct).count(), 1)
+        view.delete_instance(product)
+        self.session.flush()
+        self.assertEqual(self.session.query(model.PendingProduct).count(), 0)

tox.ini

@@ -0,0 +1,17 @@
+
+[tox]
+envlist = py38, py39, py310, py311
+
+[testenv]
+extras = tests
+commands = pytest {posargs}
+
+[testenv:coverage]
+basepython = python3.11
+commands = pytest --cov=sideshow --cov-report=html --cov-fail-under=100
+
+[testenv:docs]
+basepython = python3.11
+extras = docs
+changedir = docs
+commands = sphinx-build -b html -d {envtmpdir}/doctrees -W -T . {envtmpdir}/docs