# -*- coding: utf-8 -*- # Copyright (c) 2013, First Party Software # All rights reserved. # Redistribution and use in source and binary forms, with or without modification, # are permitted provided that the following conditions are met: # 1. Redistributions of source code must retain the above copyright notice, # this list of conditions and the following disclaimer. # 2. Redistributions in binary form must reproduce the above copyright notice, # this list of conditions and the following disclaimer in the documentation # and/or other materials provided with the distribution. # THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" # AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE # IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE # ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT HOLDER OR CONTRIBUTORS BE # LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR # CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT # OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) # HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, # WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) # ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF # SUCH DAMAGE. from __future__ import absolute_import from django.db.models import Q from django.contrib import messages from django.http import HttpResponse from django.forms.models import modelform_factory from django.utils.translation import ugettext as _ from django.contrib.auth.decorators import permission_required from django.shortcuts import render, redirect, get_object_or_404 from django.core.paginator import Paginator, EmptyPage, PageNotAnInteger from servo.models.note import Note from servo.models.order import Order from servo.models.common import Property from servo.models.customer import Customer, CustomerGroup, ContactInfo from servo.forms.customer import (CustomerForm, CustomerSearchForm, CustomerUploadForm) GroupForm = modelform_factory(CustomerGroup, exclude=[]) def prepare_view(request, group='all'): title = _("Customers") customer_list = [] all_customers = Customer.objects.all().order_by('name') customer_count = all_customers.count() if request.session.get("return_to"): del(request.session['return_to']) if request.method == 'POST': q = request.POST.get('query') if q is not None: try: (key, value) = q.split('=') # allow searching customers by arbitrary key/values customer_list = Customer.objects.filter(**{key: value.strip()}) except Exception: customer_list = Customer.objects.filter(name__icontains=q) else: if group == 'all': customer_list = all_customers else: g = CustomerGroup.objects.get(slug=group) customer_list = all_customers.filter(groups=g) title = g.name page = request.GET.get('page') paginator = Paginator(customer_list, 40) try: customers = paginator.page(page) except PageNotAnInteger: customers = paginator.page(1) except EmptyPage: customers = paginator.page(paginator.num_pages) groups = CustomerGroup.objects.all() return locals() def index(request, group='all'): data = prepare_view(request, group) request.session['customer_query'] = None if data['customer_list']: customer = data['customer_list'][0] return redirect(view, pk=customer.pk, group=group) return render(request, "customers/index.html", data) @permission_required("servo.change_order") def add_order(request, customer_id, order_id): order = Order.objects.get(pk=order_id) customer = Customer.objects.get(pk=customer_id) order.customer = customer order.save() for d in order.devices.all(): customer.devices.add(d) customer.save() messages.success(request, _('Customer added')) return redirect(order) def notes(request, pk, note_id=None): from servo.forms.note import NoteForm customer = Customer.objects.get(pk=pk) form = NoteForm(initial={'recipient': customer.name}) return render(request, "notes/form.html", {'form': form}) def view(request, pk, group='all'): try: c = Customer.objects.get(pk=pk) except Customer.DoesNotExist: messages.error(request, _('Customer not found')) return redirect(index) data = prepare_view(request, group) data['title'] = c.name data['orders'] = Order.objects.filter( customer__lft__gte=c.lft, customer__rght__lte=c.rght, customer__tree_id=c.tree_id ) if c.email: data['notes'] = Note.objects.filter(recipient=c.email) data['customer'] = c request.session['return_to'] = request.path return render(request, 'customers/view.html', data) @permission_required("servo.change_customer") def edit_group(request, group='all'): if group == 'all': group = CustomerGroup() else: group = CustomerGroup.objects.get(slug=group) title = group.name form = GroupForm(instance=group) if request.method == "POST": form = GroupForm(request.POST, instance=group) if form.is_valid(): group = form.save() messages.success(request, _(u'%s saved') % group.name) return redirect(index, group.slug) messages.error(request, form.errors['name'][0]) return redirect(index) return render(request, "customers/edit_group.html", locals()) @permission_required("servo.change_customer") def delete_group(request, group): group = CustomerGroup.objects.get(slug=group) if request.method == "POST": group.delete() messages.success(request, _(u'%s deleted') % group.name) return redirect(index) return render(request, "customers/delete_group.html", locals()) @permission_required("servo.change_customer") def edit(request, pk=None, parent_id=None, group='all'): data = prepare_view(request, group) customer = Customer() form = CustomerForm(instance=customer) if group != 'all': g = CustomerGroup.objects.get(slug=group) form.initial = {'groups': [g]} name = request.GET.get('name') if name: form = CustomerForm(initial={'name': name}) if pk is not None: customer = Customer.objects.get(pk=pk) form = CustomerForm(instance=customer) if parent_id is not None: customer.parent = Customer.objects.get(pk=parent_id) form = CustomerForm(initial={'parent': parent_id}) if request.method == 'POST': props = dict() keys = request.POST.getlist('keys') values = request.POST.getlist('values') form = CustomerForm(request.POST, request.FILES, instance=customer) if form.is_valid(): ContactInfo.objects.filter(customer=customer).delete() for k, v in enumerate(values): if v != '': key = keys[k] props[key] = v if form.is_valid(): try: customer = form.save() except Exception as e: messages.error(request, e) return redirect(edit, group, pk) for k, v in props.items(): if v != '': ContactInfo.objects.create(key=k, value=v, customer=customer) messages.success(request, _('Customer saved')) if request.session.get('return_to'): return_to = request.session['return_to'] if hasattr(return_to, 'set_customer'): return_to.set_customer(customer) del request.session['return_to'] return redirect(return_to) return redirect(view, pk=customer.pk, group=group) data['form'] = form data['customer'] = customer data['title'] = customer.name data['fields'] = Property.objects.filter(type='customer') return render(request, 'customers/form.html', data) @permission_required("servo.delete_customer") def delete(request, pk=None, group='all'): customer = Customer.objects.get(pk=pk) if request.method == "POST": customer.delete() messages.success(request, _("Customer deleted")) return redirect(index, group=group) else: data = {'action': request.path, 'customer': customer} return render(request, "customers/remove.html", data) @permission_required("servo.change_customer") def merge(request, pk, target=None): """ Merges customer PK with customer TARGET Re-links everything from customer PK to TARGET: - orders - devices - invoices Deletes the source customer """ customer = Customer.objects.get(pk=pk) title = _('Merge %s with') % customer.name if request.method == 'POST': name = request.POST.get('name') results = Customer.objects.filter(name__icontains=name) return render(request, 'customers/results-merge.html', locals()) if pk and target: target_customer = Customer.objects.get(pk=target) target_customer.orders.add(*customer.orders.all()) target_customer.devices.add(*customer.devices.all()) target_customer.note_set.add(*customer.note_set.all()) target_customer.invoice_set.add(*customer.invoice_set.all()) target_customer.save() customer.delete() messages.success(request, _('Customer records merged succesfully')) return redirect(target_customer) return render(request, "customers/merge.html", locals()) @permission_required("servo.change_customer") def move(request, pk, new_parent=None): """ Moves a customer under another customer """ customer = Customer.objects.get(pk=pk) if new_parent is not None: if int(new_parent) == 0: new_parent = None msg = _(u"Customer %s moved to top level") % customer else: new_parent = Customer.objects.get(pk=new_parent) d = {'customer': customer, 'target': new_parent} msg = _(u"Customer %(customer)s moved to %(target)s") % d try: customer.move_to(new_parent) customer.save() # To update fullname messages.success(request, msg) except Exception, e: messages.error(request, e) return redirect(customer) return render(request, "customers/move.html", locals()) def search(request): """ Searches for customers from "spotlight" """ query = request.GET.get("q") kind = request.GET.get('kind') request.session['search_query'] = query customers = Customer.objects.filter( Q(fullname__icontains=query) | Q(email__icontains=query) | Q(phone__contains=query) ) if kind == 'company': customers = customers.filter(is_company=True) if kind == 'contact': customers = customers.filter(is_company=False) title = _('%d results for "%s"') % (customers.count(), query) return render(request, "customers/search.html", locals()) def filter(request): """ Search for customers by name May return JSON for ajax requests or a rendered list """ import json from django.http import HttpResponse if request.method == "GET": results = list() query = request.GET.get("query") customers = Customer.objects.filter(fullname__icontains=query) for c in customers: results.append(u"%s <%s>" % (c.name, c.email)) results.append(u"%s <%s>" % (c.name, c.phone)) else: query = request.POST.get("name") results = Customer.objects.filter(fullname__icontains=query) data = {'results': results, 'id': request.POST['id']} return render(request, "customers/search-results.html", data) return HttpResponse(json.dumps(results), content_type="application/json") def find(request): """ Search from customer advanced search """ results = list() request.session['customer_list'] = list() if request.method == 'POST': form = CustomerSearchForm(request.POST) if form.is_valid(): d = form.cleaned_data checkin_start = d.pop('checked_in_start') checkin_end = d.pop('checked_in_end') if checkin_start and checkin_end: d['orders__created_at__range'] = [checkin_start.isoformat(), checkin_end.isoformat()] results = Customer.objects.filter(**d).distinct() request.session['customer_query'] = d else: form = CustomerSearchForm() title = _('Search for customers') page = request.GET.get('page') paginator = Paginator(results, 50) try: customers = paginator.page(page) except PageNotAnInteger: customers = paginator.page(1) except EmptyPage: customers = paginator.page(paginator.num_pages) return render(request, "customers/find.html", locals()) def download(request, format='csv', group='all'): """ Downloads all customers or search results """ filename = 'customers' results = Customer.objects.all() query = request.session.get('customer_query') response = HttpResponse(content_type="text/plain; charset=utf-8") response['Content-Disposition'] = 'attachment; filename="%s.txt"' % filename response.write(u"ID\tNAME\tEMAIL\tPHONE\tADDRESS\tPOSTAL CODE\tCITY\tCOUNTRY\tNOTES\n") if group != 'all': results = results.filter(groups__slug=group) if query: results = Customer.objects.filter(**query).distinct() for c in results: row = u"%s\t%s\t%s\t%s\t%s\t%s\t%s\t%s\t%s\n" % (c.pk, c.name, c.email, c.phone, c.street_address, c.zip_code, c.city, c.country, c.notes,) response.write(row) return response def create_message(request, pk): return redirect("servo.views.note.edit", customer=pk) def upload(request, group='all'): action = request.path form = CustomerUploadForm() if request.method == 'POST': form = CustomerUploadForm(request.POST, request.FILES) if not form.is_valid(): messages.error(request, form.errors) return redirect(index) i, df = 0, form.cleaned_data['datafile'].read() for l in df.split("\r"): row = force_decode(l).strip().split("\t") if len(row) < 5: messages.error(request, _("Invalid upload data")) return redirect(index) if form.cleaned_data.get('skip_dups'): if Customer.objects.filter(email=row[1]).exists(): continue c = Customer(name=row[0], email=row[1]) c.street_address = row[2] c.zip_code = row[3] c.city = row[4] c.notes = row[5] c.save() if group != 'all': g = CustomerGroup.objects.get(slug=group) c.groups.add(g) i += 1 messages.success(request, _("%d customer(s) imported") % i) return redirect(index, group=group) return render(request, "customers/upload.html", locals()) def force_decode(s, codecs=['mac_roman', 'utf-8', 'latin-1']): for i in codecs: try: return s.decode(i) except UnicodeDecodeError: pass