Source code for tailbone.views.purchasing.ordering

# -*- coding: utf-8; -*-
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#
#  Rattail -- Retail Software Framework
#  Copyright © 2010-2023 Lance Edgar
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#  This file is part of Rattail.
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"""
Views for 'ordering' (purchasing) batches
"""

import os
import json

import openpyxl
from sqlalchemy import orm

from rattail.db import model, api
from rattail.core import Object
from rattail.time import localtime

from webhelpers2.html import tags

from tailbone.views.purchasing import PurchasingBatchView


[docs] class OrderingBatchView(PurchasingBatchView): """ Master view for "ordering" batches. """ route_prefix = 'ordering' url_prefix = '/ordering' model_title = "Ordering Batch" model_title_plural = "Ordering Batches" index_title = "Ordering" rows_editable = True has_worksheet = True default_help_url = 'https://rattailproject.org/docs/rattail-manual/features/purchasing/ordering/index.html' labels = { 'po_total_calculated': "PO Total", } form_fields = [ 'id', 'store', 'buyer', 'vendor', 'department', 'purchase', 'vendor_email', 'vendor_fax', 'vendor_contact', 'vendor_phone', 'date_ordered', 'po_number', 'po_total_calculated', 'notes', 'created', 'created_by', 'status_code', 'complete', 'executed', 'executed_by', ] row_labels = { 'po_total_calculated': "PO Total", } row_grid_columns = [ 'sequence', 'upc', # 'item_id', 'brand_name', 'description', 'size', 'cases_ordered', 'units_ordered', # 'cases_received', # 'units_received', 'po_total_calculated', # 'invoice_total', # 'credits', 'status_code', ] row_form_fields = [ 'item_entry', 'item_id', 'upc', 'product', 'brand_name', 'description', 'size', 'case_quantity', 'cases_ordered', 'units_ordered', 'po_line_number', 'po_unit_cost', 'po_total_calculated', 'status_code', ] order_form_header_columns = [ "UPC", "Brand", "Description", "Case", "Vend. Code", "Pref.", "Unit Cost", ] @property def batch_mode(self): return self.enum.PURCHASE_BATCH_MODE_ORDERING def configure_form(self, f): super(OrderingBatchView, self).configure_form(f) batch = f.model_instance # purchase if self.creating or not batch.executed or not batch.purchase: f.remove_field('purchase') def get_batch_kwargs(self, batch, **kwargs): kwargs = super(OrderingBatchView, self).get_batch_kwargs(batch, **kwargs) kwargs['ship_method'] = batch.ship_method kwargs['notes_to_vendor'] = batch.notes_to_vendor return kwargs
[docs] def configure_row_form(self, f): """ Supplements the default logic as follows: When editing, only these fields allow changes; all others are made read-only: * ``cases_ordered`` * ``units_ordered`` """ super(OrderingBatchView, self).configure_row_form(f) # when editing, only certain fields should allow changes if self.editing: editable_fields = [ 'cases_ordered', 'units_ordered', ] for field in f.fields: if field not in editable_fields: f.set_readonly(field)
def scanning_entry(self): """ AJAX view to handle user entry/fetch input for "scanning" feature. """ data = self.request.json_body app = self.get_rattail_app() prodder = app.get_products_handler() batch = self.get_instance() entry = data['entry'] row = self.handler.quick_entry(self.Session(), batch, entry) uom = self.enum.UNIT_OF_MEASURE_EACH if row.product and row.product.weighed: uom = self.enum.UNIT_OF_MEASURE_POUND cases_ordered = None if row.cases_ordered: cases_ordered = float(row.cases_ordered) units_ordered = None if row.units_ordered: units_ordered = float(row.units_ordered) po_case_cost = None if row.po_unit_cost is not None: po_case_cost = row.po_unit_cost * (row.case_quantity or 1) product_url = None if row.product_uuid: product_url = self.request.route_url('products.view', uuid=row.product_uuid) product_price = None if row.product and row.product.regular_price: product_price = row.product.regular_price.price product_price_display = None if product_price is not None: product_price_display = app.render_currency(product_price) return { 'ok': True, 'entry': entry, 'row': { 'uuid': row.uuid, 'item_id': row.item_id, 'upc_display': row.upc.pretty() if row.upc else None, 'brand_name': row.brand_name, 'description': row.description, 'size': row.size, 'unit_of_measure_display': self.enum.UNIT_OF_MEASURE[uom], 'case_quantity': float(row.case_quantity) if row.case_quantity is not None else None, 'cases_ordered': cases_ordered, 'units_ordered': units_ordered, 'po_unit_cost': float(row.po_unit_cost) if row.po_unit_cost is not None else None, 'po_unit_cost_display': app.render_currency(row.po_unit_cost), 'po_case_cost': float(po_case_cost) if po_case_cost is not None else None, 'po_case_cost_display': app.render_currency(po_case_cost), 'image_url': prodder.get_image_url(upc=row.upc), 'product_url': product_url, 'product_price_display': product_price_display, }, } def scanning_update(self): """ AJAX view to handle row data updates for "scanning" feature. """ data = self.request.json_body batch = self.get_instance() assert batch.mode == self.enum.PURCHASE_BATCH_MODE_ORDERING assert not (batch.executed or batch.complete) uuid = data.get('row_uuid') row = self.Session.get(self.model_row_class, uuid) if uuid else None if not row: return {'error': "Row not found"} if row.batch is not batch or row.removed: return {'error': "Row is not active for batch"} self.handler.update_row_quantity(row, **data) return {'ok': True} def worksheet(self): """ View for editing batch row data as an order form worksheet. """ batch = self.get_instance() if batch.executed: return self.redirect(self.get_action_url('view', batch)) # organize existing batch rows by product order_items = {} for row in batch.active_rows(): order_items[row.product_uuid] = row # organize vendor catalog costs by dept / subdept departments = {} costs = self.handler.get_order_form_costs(self.Session(), batch.vendor) costs = self.handler.sort_order_form_costs(costs) costs = list(costs) # we must have a stable list for the rest of this self.handler.decorate_order_form_costs(batch, costs) for cost in costs: department = cost.product.department if department: departments.setdefault(department.uuid, department) else: if None not in departments: department = Object(name='', number=None) departments[None] = department department = departments[None] subdepartments = getattr(department, '_order_subdepartments', None) if subdepartments is None: subdepartments = department._order_subdepartments = {} subdepartment = cost.product.subdepartment if subdepartment: subdepartments.setdefault(subdepartment.uuid, subdepartment) else: if None not in subdepartments: subdepartment = Object(name=None, number=None) subdepartments[None] = subdepartment subdepartment = subdepartments[None] subdept_costs = getattr(subdepartment, '_order_costs', None) if subdept_costs is None: subdept_costs = subdepartment._order_costs = [] subdept_costs.append(cost) cost._batchrow = order_items.get(cost.product_uuid) # fetch recent purchase history, sort/pad for template convenience history = self.handler.get_order_form_history(batch, costs, 6) for i in range(6 - len(history)): history.append(None) history = list(reversed(history)) title = self.get_instance_title(batch) order_date = batch.date_ordered if not order_date: order_date = localtime(self.rattail_config).date() return self.render_to_response('worksheet', { 'batch': batch, 'order_date': order_date, 'instance': batch, 'instance_title': title, 'instance_url': self.get_action_url('view', batch), 'vendor': batch.vendor, 'departments': departments, 'history': history, 'get_upc': lambda p: p.upc.pretty() if p.upc else '', 'header_columns': self.order_form_header_columns, 'ignore_cases': not self.handler.allow_cases(), 'worksheet_data': self.get_worksheet_data(departments), }) def get_worksheet_data(self, departments): data = {} for department in departments.values(): for subdepartment in department._order_subdepartments.values(): for i, cost in enumerate(subdepartment._order_costs, 1): cases = int(cost._batchrow.cases_ordered or 0) if cost._batchrow else None units = int(cost._batchrow.units_ordered or 0) if cost._batchrow else None key = 'cost_{}'.format(cost.uuid) data['{}_cases'.format(key)] = cases data['{}_units'.format(key)] = units total = 0 row = cost._batchrow if row: total = row.po_total_calculated or row.po_total or 0 if not (total or cases or units): display = '' else: display = '${:0,.2f}'.format(total) data['{}_total_display'.format(key)] = display return data
[docs] def worksheet_update(self): """ Handles AJAX requests to update the order quantities for some row within the current batch, from the worksheet view. POST data should include: * ``product_uuid`` * ``cases_ordered`` * ``units_ordered`` If a row already exists for the given product, it will be updated; otherwise a new row is created for the product and then that is updated. The handler's :meth:`~rattail:rattail.batch.purchase.PurchaseBatchHandler.update_row_quantity()` method is invoked to update the row. However, if both of the quantities given are empty, and a row exists for the given product, then that row is removed from the batch, instead of being updated. If a matching row is not found, it will not be created. """ batch = self.get_instance() try: data = self.request.json_body except json.JSONDecodeError: data = self.request.POST cases_ordered = data.get('cases_ordered') if cases_ordered is None: cases_ordered = 0 elif not isinstance(cases_ordered, int): if cases_ordered == '': cases_ordered = 0 else: cases_ordered = int(float(cases_ordered)) if cases_ordered >= 100000: # TODO: really this depends on underlying column return {'error': "Invalid value for cases ordered: {}".format(cases_ordered)} units_ordered = data.get('units_ordered') if units_ordered is None: units_ordered = 0 elif not isinstance(units_ordered, int): if units_ordered == '': units_ordered = 0 else: units_ordered = int(float(units_ordered)) if units_ordered >= 100000: # TODO: really this depends on underlying column return {'error': "Invalid value for units ordered: {}".format(units_ordered)} uuid = data.get('product_uuid') product = self.Session.get(model.Product, uuid) if uuid else None if not product: return {'error': "Product not found"} # first we find out which existing row(s) match the given product matches = [row for row in batch.active_rows() if row.product_uuid == product.uuid] if matches and len(matches) != 1: raise RuntimeError("found too many ({}) matches for product {} in batch {}".format( len(matches), product.uuid, batch.uuid)) row = None if cases_ordered or units_ordered: # make a new row if necessary if matches: row = matches[0] else: row = self.handler.make_row() row.product = product self.handler.add_row(batch, row) # update row quantities try: self.handler.update_row_quantity(row, cases_ordered=cases_ordered, units_ordered=units_ordered) except Exception as error: return {'error': str(error)} else: # empty order quantities # remove row if present if matches: row = matches[0] self.handler.do_remove_row(row) row = None return { 'row_cases_ordered': int(row.cases_ordered or 0) if row else None, 'row_units_ordered': int(row.units_ordered or 0) if row else None, 'row_po_total': '${:0,.2f}'.format(row.po_total or 0) if row else None, 'row_po_total_calculated': '${:0,.2f}'.format(row.po_total_calculated or 0) if row else None, 'row_po_total_display': '${:0,.2f}'.format(row.po_total_calculated or row.po_total or 0) if row else None, 'batch_po_total': '${:0,.2f}'.format(batch.po_total or 0), 'batch_po_total_calculated': '${:0,.2f}'.format(batch.po_total_calculated or 0), 'batch_po_total_display': '${:0,.2f}'.format(batch.po_total_calculated or batch.po_total or 0), }
def download_excel(self): """ Download ordering batch as Excel spreadsheet. """ batch = self.get_instance() # populate Excel worksheet workbook = openpyxl.Workbook() worksheet = workbook.active worksheet.title = "Purchase Order" worksheet.append(["Store", "Vendor", "Date ordered"]) date_ordered = batch.date_ordered.strftime('%m/%d/%Y') if batch.date_ordered else None worksheet.append([batch.store.name, batch.vendor.name, date_ordered]) worksheet.append([]) worksheet.append(['vendor_code', 'upc', 'brand_name', 'description', 'cases_ordered', 'units_ordered']) for row in batch.active_rows(): worksheet.append([row.vendor_code, str(row.upc), row.brand_name, '{} {}'.format(row.description, row.size), row.cases_ordered, row.units_ordered]) # write Excel file to batch data dir filedir = batch.filedir(self.rattail_config) if not os.path.exists(filedir): os.makedirs(filedir) filename = 'PO.{}.xlsx'.format(batch.id_str) path = batch.filepath(self.rattail_config, filename) workbook.save(path) return self.file_response(path) def get_execute_success_url(self, batch, result, **kwargs): if isinstance(result, model.Purchase): return self.request.route_url('purchases.view', uuid=result.uuid) return super(OrderingBatchView, self).get_execute_success_url(batch, result, **kwargs) @classmethod def defaults(cls, config): cls._ordering_defaults(config) cls._batch_defaults(config) cls._defaults(config) @classmethod def _ordering_defaults(cls, config): route_prefix = cls.get_route_prefix() instance_url_prefix = cls.get_instance_url_prefix() permission_prefix = cls.get_permission_prefix() model_title = cls.get_model_title() model_title_plural = cls.get_model_title_plural() # fix permission group label config.add_tailbone_permission_group(permission_prefix, model_title_plural, overwrite=False) # scanning entry config.add_route('{}.scanning_entry'.format(route_prefix), '{}/scanning-entry'.format(instance_url_prefix)) config.add_view(cls, attr='scanning_entry', route_name='{}.scanning_entry'.format(route_prefix), permission='{}.edit_row'.format(permission_prefix), renderer='json') # scanning update config.add_route('{}.scanning_update'.format(route_prefix), '{}/scanning-update'.format(instance_url_prefix)) config.add_view(cls, attr='scanning_update', route_name='{}.scanning_update'.format(route_prefix), permission='{}.edit_row'.format(permission_prefix), renderer='json') # download as Excel config.add_route('{}.download_excel'.format(route_prefix), '{}/excel'.format(instance_url_prefix)) config.add_view(cls, attr='download_excel', route_name='{}.download_excel'.format(route_prefix), permission='{}.download_excel'.format(permission_prefix)) config.add_tailbone_permission(permission_prefix, '{}.download_excel'.format(permission_prefix), "Download {} as Excel".format(model_title))
def defaults(config, **kwargs): base = globals() OrderingBatchView = kwargs.get('OrderingBatchView', base['OrderingBatchView']) OrderingBatchView.defaults(config) def includeme(config): defaults(config)