rattail-project/rattail Changeset

Changeset - 785f98547e48

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Lance Edgar (lance) - 3 years ago 2021-09-27 08:08:54
lance@edbob.org

Make custorder batch handler responsible for (un)assigning contact

it also will update the contact info, i.e. phone/email

4 files changed with 220 insertions and 4 deletions:

rattail/batch/custorder.py

144

rattail/clientele.py

rattail/db/model/contact.py

rattail/settings.py

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rattail/batch/custorder.py

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@@ @@ -57,12 +57,74 @@ class CustomerOrderBatchHandler(BatchHandler): @@
         """
         Assign the "local" store to the batch, if applicable.
         """
         session = self.app.get_session(batch)
         batch.store = self.config.get_store(session)
     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)
     def get_case_size_for_product(self, product):
         if product.case_size:
             return product.case_size
         cost = product.cost
         if cost:
@@ @@ -76,14 +138,14 @@ class CustomerOrderBatchHandler(BatchHandler): @@
         digits = self.nondigits_pattern.sub('', term)
         if digits and len(digits) >= 4:
             return digits
     def customer_autocomplete(self, session, term, **kwargs):
         """
         Override the customer autocomplete, to search by phone number
         as well as customer name.
         Override the Customer autocomplete, to search by phone number
         as well as name.
         """
         model = self.model
         # define the base query
         query = session.query(model.Customer)\
                        .options(orm.joinedload(model.Customer.phones))
@@ @@ -98,13 +160,13 @@ class CustomerOrderBatchHandler(BatchHandler): @@
             query = query.filter(sa.func.regexp_replace(model.CustomerPhoneNumber.number,
                                                         r'\D', '', 'g')\
                                  .like('%{}%'.format(phone_term)))
         else: # term does not look like a phone number
-            # so just search by customer name
             # so just search by name
             criteria = [model.Customer.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.Customer.name)
@@ @@ -120,12 +182,91 @@ class CustomerOrderBatchHandler(BatchHandler): @@
             results.append({'value': customer.uuid,
                             'label': label,
                             'display': customer.name})
         return results
     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 custom_product_autocomplete(self, session, term, **kwargs):
         """
         For the given term, this should return a (possibly empty) list
         of products which "match" the term.  Each element in the list
         should be a dict with "label" and "value" keys.
         """

rattail/clientele.py

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@@ @@ -69,12 +69,56 @@ class ClienteleHandler(GenericHandler): @@
         """
         customer = self.model.Customer()
         customer.name = person.display_name
         customer.people.append(person)
         return customer
     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
 def get_clientele_handler(config, **kwargs):
     """
     Create and return the configured :class:`ClienteleHandler` instance.
     """
     spec = config.get('rattail', 'clientele.handler')

rattail/db/model/contact.py

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 # -*- coding: utf-8; -*-
 ################################################################################
+#
 #  Rattail -- Retail Software Framework
-#  Copyright © 2010-2020 Lance Edgar
+#  Copyright © 2010-2021 Lance Edgar
+#
 #  This file is part of Rattail.
+#
 #  Rattail is free software: you can redistribute it and/or modify it under the
 #  terms of the GNU General Public License as published by the Free Software
 #  Foundation, either version 3 of the License, or (at your option) any later
@@ @@ -152,12 +152,20 @@ class ContactMixin(object): @@
         """
         Return the first available email record for the contact.
         """
         if self.emails:
             return self.emails[0]
     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 make_email(self, **kwargs):
         """
         Make a new "email" record for the contact.
         """
         email = self._contact_email_model(**kwargs)
         return email
@@ @@ -209,12 +217,20 @@ class ContactMixin(object): @@
         """
         Return the first available phone record for the contact.
         """
         if self.phones:
             return self.phones[0]
     def first_phone_number(self, **kwargs):
         """
         Return the first available phone number for the contact.
         """
         phone = self.first_phone()
         if phone:
             return phone.number
     def make_phone(self, **kwargs):
         """
         Make a new "phone" record for the contact.
         """
         # set some safe defaults in case session is flushed early
         kwargs.setdefault('number', '')

rattail/settings.py

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@@ @@ -110,12 +110,27 @@ class rattail_workdir(Setting): @@
     Path to the "work" dir for the running instance.
     """
     namespace = 'rattail'
     name = 'workdir'
 ##############################
 # 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
 ##############################
 # DataSync
 ##############################
 class rattail_datasync_url(Setting):
     """

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