Changeset - dc0c65ea7b05
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Lance Edgar (lance) - 3 years ago 2021-11-06 17:35:51
lance@edbob.org
Add some "case price" logic for custorder batch
1 file changed with 23 insertions and 1 deletions:
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rattail/batch/custorder.py
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# -*- coding: utf-8; -*-
 
################################################################################
 
#
 
#  Rattail -- Retail Software Framework
 
#  Copyright © 2010-2021 Lance Edgar
 
#
 
#  This file is part of Rattail.
 
#
 
#  Rattail is free software: you can redistribute it and/or modify it under the
 
#  terms of the GNU General Public License as published by the Free Software
 
#  Foundation, either version 3 of the License, or (at your option) any later
 
#  version.
 
#
 
#  Rattail is distributed in the hope that it will be useful, but WITHOUT ANY
 
#  WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
 
#  FOR A PARTICULAR PURPOSE.  See the GNU General Public License for more
 
#  details.
 
#
 
#  You should have received a copy of the GNU General Public License along with
 
#  Rattail.  If not, see <http://www.gnu.org/licenses/>.
 
#
 
################################################################################
 
"""
 
Handler for "customer order" batches
 
"""
 

	
 
from __future__ import unicode_literals, absolute_import, division
 

	
 
import re
 
import decimal
 

	
 
import six
 
import sqlalchemy as sa
 
from sqlalchemy import orm
 

	
 
from rattail.db import model
 
from rattail.batch import BatchHandler
 

	
 

	
 
class CustomerOrderBatchHandler(BatchHandler):
 
    """
 
    Handler for all "customer order" batches, regardless of "mode".  The
 
    handler must inspect the
 
    :attr:`~rattail.db.model.batch.custorder.CustomerOrderBatch.mode` attribute
 
    of each batch it deals with, in order to determine which logic to apply.
 

	
 
    .. attribute:: has_custom_product_autocomplete
 

	
 
       If true, this flag indicates that the handler provides custom
 
       autocomplete logic for use when selecting a product while
 
       creating a new order.
 
    """
 
    batch_model_class = model.CustomerOrderBatch
 
    has_custom_product_autocomplete = False
 
    nondigits_pattern = re.compile(r'\D')
 

	
 
    def init_batch(self, batch, progress=None, **kwargs):
 
        """
 
        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 allow_contact_info_choice(self):
 
        """
 
        Returns a boolean indicating whether the user is allowed at
 
        all, to choose from existing contact info options for the
 
        customer, vs. they just have to go with whatever the handler
 
        auto-provides.
 
        """
 
        return self.config.getbool('rattail.custorders',
 
                                   'new_orders.allow_contact_info_choice',
 
                                   default=True)
 

	
 
    def should_restrict_contact_info(self):
 
        """
 
        Returns a boolean indicating whether contact info should be
 
        "restricted" - i.e. user can only choose from existing contact
 
        info and cannot override by e.g. entering a new phone number.
 
        """
 
        return self.config.getbool('rattail.custorders',
 
                                   'new_orders.restrict_contact_info',
 
                                   default=False)
 

	
 
    def product_price_may_be_questionable(self):
 
        """
 
        Returns a boolean indicating whether "any" product's price may
 
        be questionable.  So this isn't saying that a price *is*
 
        questionable but rather that it *may* be, if the user
 
        indicates it.  (That checkbox is only shown for the user if
 
        this flag is true.)
 
        """
 
        return self.config.getbool('rattail.custorders',
 
                                   'product_price_may_be_questionable',
 
                                   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
 

	
 
        # cache contact name
 
        batch.contact_name = self.get_contact_display(batch)
 

	
 
        # 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()
 

	
 
        # always reset "add to customer" flags
 
        batch.clear_param('add_phone_number')
 
        batch.clear_param('add_email_address')
 

	
 
        session = self.app.get_session(batch)
 
        session.flush()
 

	
 
    def get_contact(self, batch):
 
        """
 
        Should return the contact record (i.e. Customer or Person) for
 
        the batch.
 
        """
 
        customer_required = self.new_order_requires_customer()
 

	
 
        if customer_required:
 
            return batch.customer
 
        else:
 
            return batch.person
 

	
 
    def get_contact_id(self, batch):
 
        """
 
        Should return contact ID for the batch, i.e. customer ID.
 
        """
 
        contact = self.get_contact(batch)
 
        if isinstance(contact, model.Customer):
 
            return contact.id
 

	
 
    def get_contact_display(self, batch):
 
        """
 
        Should return contact display text for the batch,
 
        i.e. customer name.
 
        """
 
        contact = self.get_contact(batch)
 
        if contact:
 
            return six.text_type(contact)
 

	
 
        pending = batch.pending_customer
 
        if pending:
 
            return six.text_type(pending)
 

	
 
    def get_contact_phones(self, batch):
 
        """
 
        Retrieve all phone records on file for the batch contact, to
 
        be presented as options for user to choose from when making a
 
        new order.
 
        """
 
        phones = []
 
        contact = self.get_contact(batch)
 
        if contact:
 
            phones = contact.phones
 

	
 
        return [self.normalize_phone(phone)
 
                for phone in phones]
 

	
 
    def normalize_phone(self, phone):
 
        """
 
        Normalize the given phone record to simple data dict, for
 
        passing around via JSON etc.
 
        """
 
        return {
 
            'uuid': phone.uuid,
 
            'type': phone.type,
 
            'number': phone.number,
 
            'preference': phone.preference,
 
            'preferred': phone.preference == 1,
 
        }
 

	
 
    def get_contact_emails(self, batch):
 
        """
 
        Retrieve all email records on file for the batch contact, to
 
        be presented as options for user to choose from when making a
 
        new order.
 

	
 
        Note that the default logic will exclude invalid email addresses.
 
        """
 
        emails = []
 
        contact = self.get_contact(batch)
 
        if contact:
 
            emails = contact.emails
 

	
 
        # exclude invalid
 
        emails = [email for email in emails
 
                  if not email.invalid]
 

	
 
        return [self.normalize_email(email)
 
                for email in emails]
 

	
 
    def normalize_email(self, email):
 
        """
 
        Normalize the given email record to simple data dict, for
 
        passing around via JSON etc.
 
        """
 
        return {
 
            'uuid': email.uuid,
 
            'type': email.type,
 
            'address': email.address,
 
            'invalid': email.invalid,
 
            'preference': email.preference,
 
            'preferred': email.preference == 1,
 
        }
 

	
 
    def get_contact_notes(self, batch):
 
        """
 
        Get extra "contact notes" which should be made visible to the
 
        user who is entering the new order.
 
        """
 
        notes = []
 

	
 
        invalid = False
 
        contact = self.get_contact(batch)
 
        if contact:
 
            invalid = [email for email in contact.emails
 
                       if email.invalid]
 
        if invalid:
 
            notes.append("Customer has one or more invalid email addresses on file.")
 

	
 
        return notes
 

	
 
    def unassign_contact(self, batch, **kwargs):
 
        """
 
        Unassign the customer and/or person "contact" for the order.
 
        """
 
        batch.customer = None
 
        batch.person = None
 

	
 
        # note that if batch already has a "pending" customer on file,
 
        # we will "restore" it as the contact info for the batch
 
        pending = batch.pending_customer
 
        if pending:
 
            batch.contact_name = pending.display_name
 
            batch.phone_number = pending.phone_number
 
            batch.email_address = pending.email_address
 
        else:
 
            batch.contact_name = None
 
            batch.phone_number = None
 
            batch.email_address = None
 

	
 
        # always reset "add to customer" flags
 
        batch.clear_param('add_phone_number')
 
        batch.clear_param('add_email_address')
 

	
 
        session = self.app.get_session(batch)
 
        session.flush()
 
        session.refresh(batch)
 

	
 
    def validate_pending_customer_data(self, batch, user, data):
 
        pass
 

	
 
    def update_pending_customer(self, batch, user, data):
 
        model = self.model
 
        people = self.app.get_people_handler()
 

	
 
        # first validate all data
 
        self.validate_pending_customer_data(batch, user, data)
 

	
 
        # clear out any contact it may have
 
        self.unassign_contact(batch)
 

	
 
        # create pending customer if needed
 
        pending = batch.pending_customer
 
        if not pending:
 
            pending = model.PendingCustomer()
 
            pending.user = user
 
            pending.status_code = self.enum.PENDING_CUSTOMER_STATUS_PENDING
 
            batch.pending_customer = pending
 

	
 
        # update pending customer info
 
        if 'first_name' in data:
 
            pending.first_name = data['first_name']
 
        if 'last_name' in data:
 
            pending.last_name = data['last_name']
 
        if 'display_name' in data:
 
            pending.display_name = data['display_name']
 
        else:
 
            pending.display_name = people.normalize_full_name(pending.first_name,
 
                                                              pending.last_name)
 
        if 'phone_number' in data:
 
            pending.phone_number = self.app.format_phone_number(data['phone_number'])
 
        if 'email_address' in data:
 
            pending.email_address = data['email_address']
 

	
 
        # also update the batch w/ contact info
 
        batch.contact_name = pending.display_name
 
        batch.phone_number = pending.phone_number
 
        batch.email_address = pending.email_address
 

	
 
    def get_case_size_for_product(self, product):
 
        if product.case_size:
 
            return product.case_size
 

	
 
        cost = product.cost
 
        if cost:
 
            return cost.case_size
 

	
 
    def get_case_price_for_row(self, row):
 
        """
 
        Calculate and return the per-case price for the given row.
 

	
 
        NB. we do not store case price, only unit price.  maybe that
 
        should change some day..
 
        """
 
        if row.unit_price is not None:
 
            case_price = row.unit_price * (row.case_quantity or 1)
 
            return case_price.quantize(decimal.Decimal('0.01'))
 

	
 
    # TODO: this method should maybe not exist?  and caller just
 
    # invokes the handler directly instead?
 
    def customer_autocomplete(self, session, term, **kwargs):
 
        """
 
        Override the Customer autocomplete, to search by phone number
 
        as well as name.
 
        """
 
        autocompleter = self.app.get_autocompleter('customers.neworder')
 
        return autocompleter.autocomplete(session, term, **kwargs)
 

	
 
    # TODO: this method should maybe not exist?  and caller just
 
    # invokes the handler directly instead?
 
    def person_autocomplete(self, session, term, **kwargs):
 
        """
 
        Override the Person autocomplete, to search by phone number as
 
        well as name.
 
        """
 
        autocompleter = self.app.get_autocompleter('people.neworder')
 
        return autocompleter.autocomplete(session, term, **kwargs)
 

	
 
    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.
 
        """
 
        raise NotImplementedError("Please define the "
 
                                  "{}.custom_product_autocomplete() "
 
                                  "method.".format(__class__.__name__))
 

	
 
    def get_product_info(self, batch, product, **kwargs):
 
        """
 
        Return a data dict containing misc. info pertaining to the
 
        given product, for the order batch.
 
        """
 
        products = self.app.get_products_handler()
 
        info = {
 
            'uuid': product.uuid,
 
            'upc': six.text_type(product.upc),
 
            'upc_pretty': product.upc.pretty(),
 
            'unit_price_display': products.render_price(product.regular_price),
 
            'full_description': product.full_description,
 
            'size': product.size,
 
            'case_quantity': self.app.render_quantity(self.get_case_size_for_product(product)),
 
            'unit_price_display': products.render_price(product.regular_price),
 
            'image_url': products.get_image_url(product),
 
            'uom_choices': self.uom_choices_for_product(product),
 
        }
 

	
 
        case_price = None
 
        if product.regular_price and product.regular_price is not None:
 
            case_size = self.get_case_size_for_product(product)
 
            case_price = case_size * product.regular_price.price
 
            case_price = case_price.quantize(decimal.Decimal('0.01'))
 
        info['case_price'] = six.text_type(case_price) if case_price is not None else None
 
        info['case_price_display'] = self.app.render_currency(case_price)
 

	
 
        key = self.config.product_key()
 
        if key == 'upc':
 
            info['key'] = info['upc_pretty']
 
        else:
 
            info['key'] = getattr(product, key, info['upc_pretty'])
 

	
 
        return info
 

	
 
    def uom_choices_for_product(self, product):
 
        """
 
        Return a list of UOM choices for the given product.
 
        """
 
        choices = []
 

	
 
        # Each
 
        if not product or not product.weighed:
 
            unit_name = self.enum.UNIT_OF_MEASURE[self.enum.UNIT_OF_MEASURE_EACH]
 
            choices.append({'key': self.enum.UNIT_OF_MEASURE_EACH,
 
                            'value': unit_name})
 

	
 
        # Pound
 
        if not product or product.weighed:
 
            unit_name = self.enum.UNIT_OF_MEASURE[self.enum.UNIT_OF_MEASURE_POUND]
 
            choices.append({
 
                'key': self.enum.UNIT_OF_MEASURE_POUND,
 
                'value': unit_name,
 
            })
 

	
 
        # Case
 
        case_text = None
 
        case_size = self.get_case_size_for_product(product)
 
        if case_size is None:
 
            case_text = "{} (&times; ?? {})".format(
 
                self.enum.UNIT_OF_MEASURE[self.enum.UNIT_OF_MEASURE_CASE],
 
                unit_name)
 
        elif case_size > 1:
 
            case_text = "{} (&times; {} {})".format(
 
                self.enum.UNIT_OF_MEASURE[self.enum.UNIT_OF_MEASURE_CASE],
 
                self.app.render_quantity(case_size),
 
                unit_name)
 
        if case_text:
 
            choices.append({'key': self.enum.UNIT_OF_MEASURE_CASE,
 
                            'value': case_text})
 

	
 
        return choices
 

	
 
    def why_not_add_product(self, product, batch):
 
        """
 
        This method can inspect the given product, and batch, to
 
        determine if the product may be added to the batch as a new
 
        row.  Useful to e.g. prevent one customer from ordering too
 
        many things, etc.
 

	
 
        :returns: If there is a reason not to add the product, should
 
           return that reason as a string; otherwise ``None``.
 
        """
 

	
 
    def add_product(self, batch, product, order_quantity, order_uom,
 
                    **kwargs):
 
        """
 
        Add a new row to the batch, for the given product and order
 
        quantity.
 
        """
 
        row = self.make_row()
 
        row.item_entry = product.uuid
 
        row.product = product
 
        row.order_quantity = order_quantity
 
        row.order_uom = order_uom
 
        if 'price_needs_confirmation' in kwargs:
 
            row.price_needs_confirmation = kwargs['price_needs_confirmation']
 
        self.add_row(batch, row)
 
        return row
 

	
 
    def refresh_row(self, row):
 
        if not row.product:
 
            if row.item_entry:
 
                session = orm.object_session(row)
 
                # TODO: should do more than just query for uuid here
 
                product = session.query(model.Product).get(row.item_entry)
 
                if product:
 
                    row.product = product
 
            if not row.product:
 
                row.status_code = row.STATUS_PRODUCT_NOT_FOUND
 
                return
 

	
 
        product = row.product
 
        row.product_upc = product.upc
 
        row.product_brand = six.text_type(product.brand or "")
 
        row.product_description = product.description
 
        row.product_size = product.size
 
        row.product_weighed = product.weighed
 
        row.case_quantity = self.get_case_size_for_product(product)
 

	
 
        department = product.department
 
        row.department_number = department.number if department else None
 
        row.department_name = department.name if department else None
 

	
 
        cost = product.cost
 
        row.product_unit_cost = cost.unit_cost if cost else None
 

	
 
        regprice = product.regular_price
 
        row.unit_price = regprice.price if regprice else None
 

	
 
        # we need to know if total price is updated
 
        old_total = row.total_price
 

	
 
        # maybe update total price
 
        if row.unit_price is None:
 
            row.total_price = None
 
        elif not row.unit_price:
 
            row.total_price = 0
 
        else:
 
            row.total_price = row.unit_price * row.order_quantity
 
            if row.order_uom == self.enum.UNIT_OF_MEASURE_CASE:
 
                row.total_price *= (row.case_quantity or 1)
 

	
 
        # update total price for batch too, if it 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))
 

	
 
        row.status_code = row.STATUS_OK
 

	
 
    def remove_row(self, row):
 
        batch = row.batch
 

	
 
        if not row.removed:
 
            row.removed = True
 

	
 
            if row.total_price:
 
                batch.total_price = (batch.total_price or 0) - row.total_price
 

	
 
        self.refresh_batch_status(batch)
 

	
 
    def execute(self, batch, user=None, progress=None, **kwargs):
 
        """
 
        Default behavior here will create and return a new rattail
 
        Customer Order.  It also may "add contact info" e.g. to the
 
        customer record.  Override as needed.
 
        """
 
        order = self.make_new_order(batch, user=user, progress=progress, **kwargs)
 
        self.update_contact_info(batch, user)
 
        return order
 

	
 
    def update_contact_info(self, batch, user, **kwargs):
 
        """
 
        Update contact info from the batch, onto the customer record.
 
        """
 
        if batch.get_param('add_phone_number'):
 
            self.add_phone_number(batch, user)
 
        if batch.get_param('add_email_address'):
 
            self.add_email_address(batch, user)
 

	
 
    def add_phone_number(self, batch, user, **kwargs):
 
        """
 
        Add phone number from the batch to the customer record.
 

	
 
        Note that the default behavior does *not* do that, but instead
 
        will send an email alert to configured recipient(s) with the
 
        update request.
 
        """
 
        self.app.send_email('new_phone_requested', {
 
            'user': user,
 
            'user_display': user.display_name if user else "(unknown user)",
 
            'contact': self.get_contact(batch),
 
            'contact_id': self.get_contact_id(batch),
 
            'phone_number': batch.phone_number,
 
        })
 

	
 
    def add_email_address(self, batch, user, **kwargs):
 
        """
 
        Add email address from the batch to the customer record.
 

	
 
        Note that the default behavior does *not* do that, but instead
 
        will send an email alert to configured recipient(s) with the
 
        update request.
 
        """
 
        self.app.send_email('new_email_requested', {
 
            'user': user,
 
            'user_display': user.display_name if user else "(unknown user)",
 
            'contact': self.get_contact(batch),
 
            'contact_id': self.get_contact_id(batch),
 
            'email_address': batch.email_address,
 
        })
 

	
 
    def make_new_order(self, batch, user=None, progress=None, **kwargs):
 
        """
 
        Create and return a new rattail Customer Order based on the
 
        batch contents.
 
        """
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