def shares_delete(request):
"""
Staff may delete a package of shares.
"""
_id = request.matchdict["id"]
from c3smembership.models import Shares
# load info from DB -- if possible
_s = Shares.get_by_id(_id)
if isinstance(_s, NoneType):
# entry was not found in database
request.session.flash("This shares package {} was not found in the DB.".format(_id), "message_to_staff")
return HTTPFound(request.route_url("toolbox"))
# print("any members? {}".format(_s.members))
if len(_s.members) > 0:
# shares package is still owned
request.session.flash(
"DID NOT DELETE! " "This shares package {} still has a member owning it.".format(_id), "message_to_staff"
)
return HTTPFound(request.route_url("toolbox"))
else:
Shares.delete_by_id(_id)
request.session.flash("the shares package {} was deleted.".format(_id), "message_to_staff")
return HTTPFound(request.route_url("toolbox"))
def make_member_with_shares(self):
with transaction.manager:
member1 = C3sMember( # german
firstname=u'SomeFirstnäme',
lastname=u'SomeLastnäme',
email=u'*****@*****.**',
address1=u"addr one",
address2=u"addr two",
postcode=u"12345",
city=u"Footown Mäh",
country=u"Foocountry",
locale=u"DE",
date_of_birth=date.today(),
email_is_confirmed=False,
email_confirm_code=u'ABCDEFGFOO',
password=u'arandompassword',
date_of_submission=date.today(),
membership_type=u'normal',
member_of_colsoc=True,
name_of_colsoc=u"GEMA",
num_shares=u'23',
)
shares1 = Shares(
number=2,
date_of_acquisition=date.today(),
reference_code=u'ABCDEFGH',
signature_received=True,
signature_received_date=date(2014, 6, 7),
payment_received=True,
payment_received_date=date(2014, 6, 8),
signature_confirmed=True,
signature_confirmed_date=date(2014, 6, 8),
payment_confirmed=True,
payment_confirmed_date=date(2014, 6, 9),
accountant_comment=u'no comment',
)
member1.shares = [shares1]
shares2 = Shares(
number=23,
date_of_acquisition=date.today(),
reference_code=u'IJKLMNO',
signature_received=True,
signature_received_date=date(2014, 1, 7),
payment_received=True,
payment_received_date=date(2014, 1, 8),
signature_confirmed=True,
signature_confirmed_date=date(2014, 1, 8),
payment_confirmed=True,
payment_confirmed_date=date(2014, 1, 9),
accountant_comment=u'not connected',
)
DBSession.add(member1)
DBSession.add(shares1)
DBSession.add(shares2)
def shares_detail(request):
"""
Show details about a package of shares.
"""
_s = Shares.get_by_id(request.matchdict["id"])
if isinstance(_s, NoneType):
# entry was not found in database
request.session.flash("This shares id was not found in the database!", "message_to_staff")
return HTTPFound(request.route_url("toolbox"))
# get shares owner if possible
try:
_m_id = _s.members[0].id
_m_first = _s.members[0].firstname
_m_last = _s.members[0].lastname
# print('got it!')
except:
# print('failed!')
_m_id = 0
_m_first = "Not"
_m_last = "Found"
return {
"s": _s, # the share
"m_id": _m_id, # the owner
"m_first": _m_first, # the owner
"m_last": _m_last, # the owner
}
def create(cls, membership_number, shares_quantity,
board_confirmation=None):
"""
Create a shares package.
Args:
membership_number: The membership number of the member for which
the shares package is created.
shares_quantity: The number of shares of the package to be created.
board_confirmation: Optional. The date on which the board of
directors confirmed the acquisition of the shares package.
Returns:
The technical primary key of the created shares package.
"""
shares = Shares(
number=shares_quantity,
date_of_acquisition=board_confirmation,
)
# pylint: disable=no-member
member = DBSession.query(C3sMember).filter(
C3sMember.membership_number == membership_number).first()
# pylint: disable=no-member
DBSession.add(shares)
member.shares.append(shares)
member.num_shares += shares_quantity
DBSession.flush()
return shares.id
def stats_view(request):
"""
This view lets accountants view statistics:
how many membership applications, real members, shares, etc.
"""
# countries_dict = C3sMember.get_countries_list()
_cl = C3sMember.get_countries_list()
_cl_sorted = _cl.items()
# print "die liste: {}".format(_cl_sorted)
import operator
_cl_sorted.sort(key=operator.itemgetter(1), reverse=True)
# print "sortiert: {}".format(_cl_sorted)
return {
# form submissions
'_number_of_datasets': C3sMember.get_number(),
'afm_shares_unpaid': C3sMember.afm_num_shares_unpaid(),
'afm_shares_paid': C3sMember.afm_num_shares_paid(),
# shares
# 'num_shares': C3sMember.get_total_shares(),
'num_shares_members': Shares.get_total_shares(),
# 'num_shares_mem_norm': Shares.get_sum_norm(),
# 'num_shares_mem_inv': Shares.get_sum_inv(),
# memberships
'num_members_accepted': C3sMember.get_num_members_accepted(),
'num_non_accepted': C3sMember.get_num_non_accepted(),
'num_nonmember_listing': C3sMember.nonmember_listing_count(),
'num_duplicates': len(C3sMember.get_duplicates()),
# 'num_empty_slots': C3sMember.get_num_empty_slots(),
# normal persons vs. legal entities
'num_ms_nat_acc': C3sMember.get_num_mem_nat_acc(),
'num_ms_jur_acc': C3sMember.get_num_mem_jur_acc(),
# normal vs. investing memberships
'num_ms_norm': C3sMember.get_num_mem_norm(),
'num_ms_inves': C3sMember.get_num_mem_invest(),
'num_ms_features': C3sMember.get_num_mem_other_features(),
# membership_numbers
'num_memnums': C3sMember.get_num_membership_numbers(),
'max_memnum': C3sMember.get_highest_membership_number(),
'next_memnum': C3sMember.get_next_free_membership_number(),
# countries
'num_countries': C3sMember.get_num_countries(),
'countries_list': _cl_sorted,
# key=lambda x: x[1]
# ), # XXX TODO: sorte
# dues stats
'dues15_stats': Dues15Invoice.get_monthly_stats(),
'dues16_stats': Dues16Invoice.get_monthly_stats(),
# staff figures
'num_staff': len(C3sStaff.get_all())
}
def make_unconnected_shares(self):
with transaction.manager:
shares2 = Shares(
number=23,
date_of_acquisition=date.today(),
reference_code=u'IJKLMNO',
signature_received=True,
signature_received_date=date(2014, 1, 7),
payment_received=True,
payment_received_date=date(2014, 1, 8),
signature_confirmed=True,
signature_confirmed_date=date(2014, 1, 8),
payment_confirmed=True,
payment_confirmed_date=date(2014, 1, 9),
accountant_comment=u'not connected',
)
DBSession.add(shares2)
def shares_edit(request):
"""
Edit details of a package of shares.
"""
# print(request.matchdict['id'])
from c3smembership.models import Shares
# load info from DB -- if possible
_s = Shares.get_by_id(request.matchdict["id"])
if isinstance(_s, NoneType):
# entry was not found in database
return get_memberhip_listing_redirect(request)
else:
appstruct = {}
appstruct = {"number": _s.number, "date_of_acquisition": _s.date_of_acquisition}
# construct a form
class Shares(colander.Schema):
number = colander.SchemaNode(colander.Integer(), title=_("Number of Shares"))
date_of_acquisition = colander.SchemaNode(colander.Date(), title=_("Date of Acquisition"))
schema = Shares()
form = deform.Form(schema, buttons=[deform.Button("submit", _(u"Submit"))])
# form generation complete
# if the form has been used and SUBMITTED, check contents
if "submit" in request.POST:
controls = request.POST.items()
try:
appstruct = form.validate(controls)
# print("the appstruct from the form: %s \n") % appstruct
# for thing in appstruct:
# print("the thing: %s") % thing
# print("type: %s") % type(thing)
except ValidationFailure, e: # pragma: no cover
print(e)
request.session.flash(
_(u"Please note: There were errors, " "please check the form below."),
"message_above_form",
allow_duplicate=False,
)
return {"form": e.render()}
# if no error occurred, persist the changed values info in database
test1 = appstruct["number"] == _s.number # changed value through form (different from db)?
if not test1:
log.info(
"info about number of shares of %s changed by %s to %s"
% (_s.id, request.user.login, appstruct["number"])
)
_s.number = appstruct["number"]
test2 = ( # changed value through form (different from db)?
appstruct["date_of_acquisition"] == _s.date_of_acquisition
)
if not test2:
log.info(
"info about date_of_acquisition of %s changed by %s to %s"
% (_s.id, request.user.login, appstruct["date_of_acquisition"])
)
_s.date_of_acquisition = appstruct["date_of_acquisition"]
def setUp(self):
my_settings = {
'sqlalchemy.url': 'sqlite:///:memory:',
}
engine = engine_from_config(my_settings)
DBSession.configure(bind=engine)
Base.metadata.create_all(engine)
with transaction.manager:
member1 = C3sMember( # german
firstname=u'SomeFirstnäme',
lastname=u'SomeLastnäme',
email=u'*****@*****.**',
address1=u"addr one",
address2=u"addr two",
postcode=u"12345",
city=u"Footown Mäh",
country=u"Foocountry",
locale=u"DE",
date_of_birth=date.today(),
email_is_confirmed=False,
email_confirm_code=u'ABCDEFGFOO',
password=u'arandompassword',
date_of_submission=date.today(),
membership_type=u'normal',
member_of_colsoc=True,
name_of_colsoc=u"GEMA",
num_shares=35,
)
member2 = C3sMember( # german
firstname=u'AAASomeFirstnäme',
lastname=u'XXXSomeLastnäme',
email=u'*****@*****.**',
address1=u"addr one",
address2=u"addr two",
postcode=u"12345",
city=u"Footown Mäh",
country=u"Foocountry",
locale=u"DE",
date_of_birth=date.today(),
email_is_confirmed=False,
email_confirm_code=u'ABCDEFGBAR',
password=u'arandompassword',
date_of_submission=date.today(),
membership_type=u'normal',
member_of_colsoc=True,
name_of_colsoc=u"GEMA",
num_shares=45,
)
member3 = C3sMember(
firstname=u'Not Approved',
lastname=u'Member',
email=u'*****@*****.**',
address1=u'Some Street 123',
address2=u'',
postcode=u"12345",
city=u"Some City",
country=u"Some Country",
locale=u"DE",
date_of_birth=date(1980, 1, 2),
email_is_confirmed=False,
email_confirm_code=u'NOT_APPROVED_MEMBER',
password=u'not_approved_member',
date_of_submission=date(1970, 1, 1),
membership_type=u'normal',
member_of_colsoc=True,
name_of_colsoc=u'',
num_shares=7,
)
# pylint: disable=no-member
DBSession.add(member1)
# pylint: disable=no-member
DBSession.add(member2)
# pylint: disable=no-member
DBSession.add(member3)
member1.membership_number = u'member1'
member1.membership_date = date(2013, 1, 1)
member1.membership_accepted = True
member2.membership_number = u'member2'
member2.membership_date = date(2013, 1, 1)
member2.membership_accepted = True
member3.payment_received_date = date(2016, 10, 11)
share = Shares()
share.reference_code = u'share1'
share.date_of_acquisition = date(2013, 1, 2)
share.payment_received_date = date(2012, 11, 10)
share.number = 12
member1.shares.append(share)
share = Shares()
share.reference_code = u'share2'
share.date_of_acquisition = date(2014, 2, 3)
share.payment_received_date = date(2012, 12, 31)
share.number = 23
member1.shares.append(share)
share = Shares()
share.reference_code = u'share3'
share.date_of_acquisition = date(2014, 3, 4)
share.payment_received_date = date(2014, 3, 3)
share.number = 34
member2.shares.append(share)
share = Shares()
share.reference_code = u'share4'
share.date_of_acquisition = date(2015, 4, 5)
share.payment_received_date = date(2014, 11, 15)
share.number = 45
member2.shares.append(share)
def setUp(self):
"""
Setup test cases
"""
self.config = testing.setUp()
self.config.include('pyramid_mailer.testing')
DBSession.close()
DBSession.remove()
my_settings = {
'sqlalchemy.url': 'sqlite:///:memory:',
'available_languages': 'da de en es fr',
'c3smembership.dashboard_number': '30'
}
engine = engine_from_config(my_settings)
DBSession.configure(bind=engine)
Base.metadata.create_all(engine)
# self._insert_members()
with transaction.manager:
# a group for accountants/staff
accountants_group = Group(name=u"staff")
DBSession.add(accountants_group)
DBSession.flush()
# staff personnel
staffer1 = C3sStaff(
login=u"rut",
password=u"berries",
email=u"*****@*****.**",
)
staffer1.groups = [accountants_group]
DBSession.add(accountants_group)
DBSession.add(staffer1)
DBSession.flush()
with transaction.manager:
member1 = C3sMember( # german
firstname=u'SomeFirstnäme',
lastname=u'SomeLastnäme',
email=u'*****@*****.**',
address1=u"addr one",
address2=u"addr two",
postcode=u"12345",
city=u"Footown Mäh",
country=u"Foocountry",
locale=u"de",
date_of_birth=date.today(),
email_is_confirmed=False,
email_confirm_code=u'ABCDEFGFOO',
password=u'arandompassword',
date_of_submission=date.today(),
membership_type=u'normal',
member_of_colsoc=True,
name_of_colsoc=u"GEMA",
num_shares=u'23',
)
shares1_m1 = Shares(
number=2,
date_of_acquisition=date.today(),
reference_code=u'ABCDEFGH',
signature_received=True,
signature_received_date=date(2014, 6, 7),
payment_received=True,
payment_received_date=date(2014, 6, 8),
signature_confirmed=True,
signature_confirmed_date=date(2014, 6, 8),
payment_confirmed=True,
payment_confirmed_date=date(2014, 6, 9),
accountant_comment=u'no comment',
)
member1.shares = [shares1_m1]
shares2_m1 = Shares(
number=23,
date_of_acquisition=date.today(),
reference_code=u'IJKLMNO',
signature_received=True,
signature_received_date=date(2014, 1, 7),
payment_received=True,
payment_received_date=date(2014, 1, 8),
signature_confirmed=True,
signature_confirmed_date=date(2014, 1, 8),
payment_confirmed=True,
payment_confirmed_date=date(2014, 1, 9),
accountant_comment=u'not connected',
)
member1.shares.append(shares2_m1)
member1.membership_accepted = True
member2 = C3sMember( # english
firstname=u'AAASomeFirstnäme',
lastname=u'XXXSomeLastnäme',
email=u'*****@*****.**',
address1=u"addr one",
address2=u"addr two",
postcode=u"12345",
city=u"Footown Mäh",
country=u"Foocountry",
locale=u"en",
date_of_birth=date.today(),
email_is_confirmed=False,
email_confirm_code=u'ABCDEFGBAR',
password=u'arandompassword',
date_of_submission=date.today(),
membership_type=u'normal',
member_of_colsoc=True,
name_of_colsoc=u"GEMA",
num_shares=u'2',
)
founding_member3 = C3sMember( # english
firstname=u'BBBSomeFirstnäme',
lastname=u'YYYSomeLastnäme',
email=u'*****@*****.**',
address1=u"addr one",
address2=u"addr two",
postcode=u"12345",
city=u"Footown Mäh",
country=u"Foocountry",
locale=u"en",
date_of_birth=date.today(),
email_is_confirmed=False,
email_confirm_code=u'ABCBARdungHH_',
password=u'anotherrandompassword',
date_of_submission=date.today(),
membership_type=u'normal',
member_of_colsoc=True,
name_of_colsoc=u"GEMA",
num_shares=u'2',
)
member4_lost = C3sMember(
firstname=u'Resigned',
lastname=u'Smith',
email=u'*****@*****.**',
address1=u"addr one",
address2=u"addr two",
postcode=u"12345",
city=u"Footown Mäh",
country=u"Foocountry",
locale=u"en",
date_of_birth=date(1980, 1, 2),
email_is_confirmed=False,
email_confirm_code=u'RESIGNEDSMITH',
password=u'arandompassword',
date_of_submission=date.today() - timedelta(days=370),
membership_type=u'normal',
member_of_colsoc=True,
name_of_colsoc=u"GEMA",
num_shares=u'2',
)
DBSession.add(shares1_m1)
DBSession.add(shares2_m1)
DBSession.add(member1)
DBSession.add(member2)
DBSession.add(founding_member3)
DBSession.add(member4_lost)
app = main({}, **my_settings)
self.testapp = TestApp(app)
) >= start_date) and
(datetime(
member.payment_received_date.year,
member.payment_received_date.month,
member.payment_received_date.day,
) <= end_date)):
afm_shares_paid_unapproved_cnt += member.num_shares
afm_shares_paid_unapproved.append(member)
# shares
shares_count = 0
new_shares = []
shares_paid_unapproved_count = 0
shares_paid_unapproved = []
all_shares = Shares.get_all()
for share in all_shares:
if share is not None:
if ( # shares approved during span
(datetime(
share.date_of_acquisition.year,
share.date_of_acquisition.month,
share.date_of_acquisition.day,
) >= start_date) and
(datetime(
share.date_of_acquisition.year,
share.date_of_acquisition.month,
share.date_of_acquisition.day,
) <= end_date)
):
