def new_order_requires_customer(self):

        """

        Returns a boolean indicating whether a *new* "customer order"

        in fact requires a proper customer account, or not.  Note that

        in all cases a new order requires a *person* to associate

        with, but technically the customer is optional, unless this

        returns true.

        """

        return self.config.getbool('rattail.custorders',

                                   'new_order_requires_customer',

                                   default=False)

    def assign_contact(self, batch, customer=None, person=None, **kwargs):

        """

        Assign the customer and/or person "contact" for the order.

        """

        clientele = self.app.get_clientele_handler()

        customer_required = self.new_order_requires_customer()

        # nb. person is always required

        if customer and not person:

            person = clientele.get_person(customer)

        if not person:

            raise ValueError("Must specify a person")

        # customer may or may not be optional

        if person and not customer:

            customer = clientele.get_customer(person)

        if customer_required and not customer:

            raise ValueError("Must specify a customer account")

        # assign contact

        batch.customer = customer

        batch.person = person

        # update phone/email per new contact

        batch.phone_number = None

        batch.email_address = None

        if customer_required:

            batch.phone_number = clientele.get_first_phone_number(customer)

            batch.email_address = clientele.get_first_email_address(customer)

        else:

            batch.phone_number = person.first_phone_number()

            batch.email_address = person.first_email_address()

        session = self.app.get_session(batch)

        session.flush()

        session.refresh(batch)

    def unassign_contact(self, batch, **kwargs):

        """

        Unassign the customer and/or person "contact" for the order.

        """

        batch.customer = None

        batch.person = None

        batch.phone_number = None

        batch.email_address = None

        session = self.app.get_session(batch)

        session.flush()

        session.refresh(batch)

        Override the Customer autocomplete, to search by phone number

        as well as name.

            # so just search by name

    def person_autocomplete(self, session, term, **kwargs):

        """

        Override the Person autocomplete, to search by phone number as

        well as name.

        """

        model = self.model

        # define the base query

        query = session.query(model.Person)\

                       .options(orm.joinedload(model.Person.phones))

        # does search term look like a phone number?

        phone_term = self.get_phone_search_term(term)

        if phone_term:

            # yep, so just search for the phone number

            query = query.join(model.PersonPhoneNumber,

                               model.PersonPhoneNumber.parent_uuid == model.Person.uuid)

            query = query.filter(sa.func.regexp_replace(model.PersonPhoneNumber.number,

                                                        r'\D', '', 'g')\

                                 .like('%{}%'.format(phone_term)))

        else: # term does not look like a phone number

            # so just search by name

            criteria = [model.Person.display_name.ilike('%{}%'.format(word))

                        for word in term.split()]

            query = query.filter(sa.and_(*criteria))

        # oh, and sort by something useful

        query = query.order_by(model.Person.display_name)

        # generate result list from query

        results = []

        for person in query:

            phone = person.first_phone()

            if phone:

                label = "{} {}".format(person.display_name, phone.number)

            else:

                label = person.display_name

            results.append({'value': person.uuid,

                            'label': label,

                            'display': person.display_name})

        return results

    def get_customer_info(self, batch, **kwargs):

        """

        Return a data dict containing misc. info pertaining to the

        customer/person for the order batch.

        """

        info = {

            'customer_uuid': None,

            'person_uuid': None,

            'phone_number': None,

            'email_address': None,

        }

        if batch.customer:

            info['customer_uuid'] = batch.customer.uuid

            phone = batch.customer.first_phone()

            if phone:

                info['phone_number'] = phone.number

            email = batch.customer.first_email()

            if email:

                info['email_address'] = email.address

        if batch.person:

            info['person_uuid'] = batch.person.uuid

            if not info['phone_number']:

                phone = batch.person.first_phone()

                if phone:

                    info['phone_number'] = phone.number

                email = batch.person.first_email()

                if email:

                    info['email_address'] = email.address

        return info

    def get_first_phone(self, customer, **kwargs):

        """

        Return the first available phone record found, either for the

        customer, or its first person.

        """

        phone = customer.first_phone()

        if phone:

            return phone

        person = self.get_person(customer)

        if person:

            return person.first_phone()

    def get_first_phone_number(self, customer, **kwargs):

        """

        Return the first available phone number found, either for the

        customer, or its first person.

        """

        phone = self.first_phone(customer)

        if phone:

            return phone.number

    def get_first_email(self, customer, **kwargs):

        """

        Return the first available email record found, either for the

        customer, or its first person.

        """

        email = customer.first_email()

        if email:

            return email

        person = self.get_person(customer)

        if person:

            return person.first_email()

    def get_first_email_address(self, customer, **kwargs):

        """

        Return the first available email address found, either for the

        customer, or its first person.

        """

        email = self.first_email(customer)

        if email:

            return email.address

#  Copyright © 2010-2021 Lance Edgar

    def first_email_address(self, **kwargs):

        """

        Return the first available email address for the contact.

        """

        email = self.first_email()

        if email:

            return email.address

    def first_phone_number(self, **kwargs):

        """

        Return the first available phone number for the contact.

        """

        phone = self.first_phone()

        if phone:

            return phone.number

##############################

# Customer Orders

##############################

class rattail_custorders_new_order_requires_customer(Setting):

    """

    If set, then all new orders require a proper customer account.  If

    *not* set then just a "person" will suffice.

    """

    group = "Customer Orders"

    namespace = 'rattail.custorders'

    name = 'new_order_requires_customer'

    data_type = bool