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Add `get_past_products()` method for custorder batch handler
also add more to `get_product_info()`
also add more to `get_product_info()`
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################################################################################
#
# 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_past_products(self, batch, **kwargs):
"""
Should return a (possibly empty) list of products which have
been ordered in the past by the customer who is associated
with the given batch.
"""
# TODO: should crawl the rattail order history here
return []
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()
vendor = product.cost.vendor if product.cost else None
info = {
'uuid': product.uuid,
'upc': six.text_type(product.upc),
'upc_pretty': product.upc.pretty(),
'brand_name': product.brand.name if product.brand else None,
'description': product.description,
'size': product.size,
'full_description': product.full_description,
'case_quantity': self.app.render_quantity(self.get_case_size_for_product(product)),
'unit_price_display': products.render_price(product.regular_price),
'department_name': product.department.name if product.department else None,
'vendor_name': vendor.name if vendor else None,
'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 = "{} (× ?? {})".format(
self.enum.UNIT_OF_MEASURE[self.enum.UNIT_OF_MEASURE_CASE],
unit_name)
elif case_size > 1:
case_text = "{} (× {} {})".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.
"""
batch_fields = [
'store',
'id',
'customer',
'person',
'pending_customer',
'phone_number',
'email_address',
'total_price',
]
order = model.CustomerOrder()
order.created_by = user
order.status_code = self.enum.CUSTORDER_STATUS_ORDERED
for field in batch_fields:
setattr(order, field, getattr(batch, field))
row_fields = [
'product',
'product_upc',
'product_brand',
'product_description',
'product_size',
'product_weighed',
'department_number',
'department_name',
'case_quantity',
'order_quantity',
'order_uom',
'product_unit_cost',
'unit_price',
'discount_percent',
'total_price',
'price_needs_confirmation',
'paid_amount',
'payment_transaction_number',
]
def convert(row, i):
# add new order item
item = model.CustomerOrderItem()
item.sequence = i
for field in row_fields:
setattr(item, field, getattr(row, field))
order.items.append(item)
# set initial status and attach events
self.set_initial_item_status(item, user)
self.progress_loop(convert, batch.active_rows(), progress,
message="Converting batch rows to order items")
session = orm.object_session(batch)
session.add(order)
session.flush()
return order
def set_initial_item_status(self, item, user, **kwargs):
"""
Set the initial status for the given order item, and attach
any events.
The first logical status is ``CUSTORDER_ITEM_STATUS_INITIATED``
and an item may stay there if there is some other step(s)
which must occur before the item is ready to proceed. For
instance the default logic will leave it there if the price
needs to be confirmed, but you can override as needed, for
instance if you require payment up-front.
The second status is ``CUSTORDER_ITEM_STATUS_READY`` which
indicates the item is ready to proceed. The default logic
will auto-advance the item to this status if the price does
*not* need to be confirmed. Again you may need to override
e.g. to prevent this until up-front payment is received.
"""
# set "initiated" status
item.status_code = self.enum.CUSTORDER_ITEM_STATUS_INITIATED
item.add_event(self.enum.CUSTORDER_ITEM_EVENT_INITIATED, user)
# but if the price is good...
if not item.price_needs_confirmation:
# then we set "ready" status
item.status_code = self.enum.CUSTORDER_ITEM_STATUS_READY
item.status_text = "everything looks normal"
item.add_event(self.enum.CUSTORDER_ITEM_EVENT_READY, user,
note=item.status_text)
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