def test_customer_get_or_create(self):
c = Customer.objects.count()
customer = get_or_create_customer(PP_NAME)
self.assertEqual(c, Customer.objects.count())
self.assertEqual(JB_NAME, customer.name)
customer = get_or_create_customer('Paperless')
self.assertEqual(c + 1, Customer.objects.count())
self.assertEqual('PAPERLESS', customer.customer)
self.assertEqual('Paperless', customer.name)
def test_initial_address(self):
"""Test that new customers have default billing and shipping
addresses."""
business_name = "Big Co."
erp_code = "BIGCO"
address = {
'business_name': business_name,
'city': 'Miami',
'country': 'USA',
'first_name': 'Joe',
'last_name': 'Schmo',
'address1': '123 NW 7th Ave',
'address2': None,
'phone': '123-456-7890',
'phone_ext': None,
'postal_code': '33136-1234',
'state': 'FL'
}
customer = get_or_create_customer(business_name, erp_code)
self.assertEqual(
(False, False, False),
get_address_types_by_customer(customer)
)
contact = get_or_create_contact(customer, "Joe Schmo")
bill_to = get_or_create_address(customer, address, False)
contact.address = bill_to.address
contact.save()
ship_to = get_or_create_address(customer, address, True)
# address should be 111
self.assertEqual(
(True, True, True),
get_address_types_by_customer(customer)
)
def process_order(order: Order):
paperless_user = common.JOBBOSS_CONFIG.paperless_user \
if common.JOBBOSS_CONFIG.paperless_user else None
sales_code = common.JOBBOSS_CONFIG.sales_code
import_material = common.JOBBOSS_CONFIG.import_material
default_location = common.JOBBOSS_CONFIG.default_location \
if common.JOBBOSS_CONFIG.default_location else None
import_operations = common.JOBBOSS_CONFIG.import_operations
logger.info('Processing order {}'.format(order.number))
# get customer, bill to info, ship to info
if order.customer.company:
business_name = order.customer.company.business_name
code = order.customer.company.erp_code
else:
business_name = '{}, {}'.format(order.customer.last_name,
order.customer.first_name)
code = None
customer: jb.Customer = get_or_create_customer(business_name, code)
bill_name = '{} {}'.format(order.billing_info.first_name,
order.billing_info.last_name)
contact: jb.Contact = get_or_create_contact(customer, bill_name)
bill_to: jb.Address = get_or_create_address(
customer,
attr.asdict(order.billing_info),
is_shipping=False
)
contact.address = bill_to.address
contact.save()
ship_to: jb.Address = get_or_create_address(
customer,
attr.asdict(order.shipping_info),
is_shipping=True
)
now = datetime.datetime.now()
today = now.replace(hour=0, minute=0, second=0, microsecond=0)
ship_str = order.shipping_option.summary(
order.ships_on_dt, order.payment_details.payment_type)
terms = order.payment_details.payment_terms.upper() \
if order.payment_details.payment_type == 'purchase_order' \
else 'Credit Card'
if order.payment_details.payment_type == 'purchase_order' and \
customer.terms:
terms = customer.terms
notes = 'PP Quote #{}'.format(order.quote_number)
if order.private_notes:
notes += '\r\n\r\n{}'.format(order.private_notes)
commission_pct = 0
employee = None
if customer.sales_rep:
qs = jb.Employee.objects.filter(employee=customer.sales_rep)
employee = qs.first()
if employee:
commission_pct = employee.commission_pct
so_header = jb.SoHeader(
customer=customer.customer,
ship_to=ship_to.address,
contact=contact.contact,
order_taken_by=paperless_user,
ship_via=customer.ship_via,
terms=terms,
sales_tax_amt=0,
sales_tax_rate=0,
order_date=today,
promised_date=order.ships_on_dt,
customer_po=order.payment_details.purchase_order_number,
status='Open',
total_price=order.payment_details.total_price.dollars,
currency_conv_rate=1,
trade_currency=1,
fixed_rate=True,
trade_date=today,
note_text=notes,
comment=ship_str,
last_updated=now,
source='System',
prepaid_tax_amount=0,
sales_rep=customer.sales_rep,
)
so_header.save_with_autonumber()
logger.info('Created sales order {}'.format(so_header.sales_order))
# create links to quote and order
order_link = jb.Attachment(
owner_type='SOHeader',
owner_id=so_header.sales_order,
attach_path='https://app.paperlessparts.com/orders/edit/{}'.format(
order.number),
description='PP Order #{}'.format(order.number),
print_attachment=False,
last_updated=now,
attach_type='Link'
)
order_link.save_with_autonumber()
quote_link = jb.Attachment(
owner_type='SOHeader',
owner_id=so_header.sales_order,
attach_path='https://app.paperlessparts.com/quotes/edit/{}'.format(
order.quote_number),
description='PP Quote #{}'.format(order.quote_number),
print_attachment=False,
last_updated=now,
attach_type='Link'
)
quote_link.save_with_autonumber()
for i, order_item in enumerate(order.order_items):
logger.debug('Starting order item {}'.format(i))
top_level_job = None
top_level_uuid = None
suffix = AssemblySuffixCounter()
comp_uuid = {} # component ID -> JB object ID
comp_job = {} # component ID -> JB job instance
# create jobs for each mfg component and assembly
for assm_comp in order_item.iterate_assembly():
comp: OrderComponent = assm_comp.component
# skip hardware, add those components later
if comp.is_hardware:
continue
if comp.description:
if len(comp.description) <= 30:
desc = comp.description
ext_desc = None
else:
desc = comp.description[0:30]
ext_desc = comp.description[30:]
else:
desc = None
ext_desc = None
# get or create material master
if not comp.part_number:
material_name = None
elif import_material:
material = get_material(comp.part_number)
if material:
logger.info('Found matching material')
material_name = material.material
else:
logger.info('Creating Material {}'.format(
comp.part_number))
material_name = comp.part_number
# calculate the standard cost as the sum of all operations
cost = 0
for op in chain(comp.material_operations, comp.shop_operations):
cost += op.cost.dollars
if order_item.quantity:
cost = cost / order_item.quantity
material = jb.Material.objects.create(
material=comp.part_number,
description=desc,
ext_description=ext_desc,
sales_code=sales_code,
rev=comp.revision,
location_id=default_location,
type='F',
status='Active',
pick_buy_indicator='P',
stocked_uofm='ea',
purchase_uofm='ea',
cost_uofm='ea',
price_uofm='ea',
selling_price=order_item.unit_price.dollars,
standard_cost=cost,
reorder_qty=0,
lead_days=0,
uofm_conv_factor=1,
lot_trace=False,
rd_whole_unit=False,
make_buy='M',
use_price_breaks=True,
last_updated=datetime.datetime.utcnow(),
taxable=False,
affects_schedule=True,
tooling=False,
isserialized=False,
objectid=uuid.uuid4()
)
material_name = material.material
else:
material_name = comp.part_number
notes = []
if order_item.public_notes:
notes.append(order_item.public_notes)
if order_item.private_notes:
notes.append(order_item.private_notes)
extras = comp.make_quantity - (order_item.quantity * comp.innate_quantity)
job = jb.Job(
sales_rep=employee,
customer=customer,
ship_to=ship_to.address,
contact=contact.contact,
terms=terms,
sales_code=sales_code,
type='Assembly' if len(comp.child_ids) else 'Regular',
order_date=today,
status='Active',
status_date=today,
part_number=material_name,
rev=comp.revision,
description=desc,
ext_description=ext_desc,
drawing=comp.part_number,
build_to_stock=True,
order_quantity=order_item.quantity,
extra_quantity=extras,
pick_quantity=0,
make_quantity=comp.make_quantity,
split_quantity=0,
completed_quantity=0,
shipped_quantity=0,
fg_transfer_qty=0,
returned_quantity=0,
in_production_quantity=0,
assembly_level=0,
certs_required=False,
time_and_materials=False,
open_operations=0,
scrap_pct=extras / comp.make_quantity * 100,
est_scrap_qty=extras,
est_rem_hrs=0,
est_total_hrs=0,
est_labor=0,
est_material=0,
est_service=0,
est_labor_burden=0,
est_machine_burden=0,
est_ga_burden=0,
act_revenue=0,
act_scrap_quantity=0,
act_total_hrs=0,
act_labor=0,
act_material=0,
act_service=0,
act_labor_burden=0,
act_machine_burden=0,
act_ga_burden=0,
priority=5,
unit_price=order_item.unit_price.dollars if comp.is_root_component else 0,
total_price=order_item.unit_price.dollars * order_item.quantity if comp.is_root_component else 0,
price_uofm='ea',
currency_conv_rate=1,
trade_currency=1,
fixed_rate=True,
trade_date=today,
commission_pct=commission_pct,
customer_po=order.payment_details.purchase_order_number,
customer_po_ln=None,
quantity_per=1,
profit_pct=0,
labor_markup_pct=0,
mat_markup_pct=0,
serv_markup_pct=0,
labor_burden_markup_pct=0,
machine_burden_markup_pct=0,
ga_burden_markup_pct=0,
lead_days=order_item.lead_days,
profit_markup='M',
prepaid_amt=0,
split_to_job=False,
note_text='\n\n'.join(notes),
last_updated=now,
order_unit='ea',
price_unit_conv=1,
source='System',
plan_modified=False,
objectid=str(uuid.uuid4()),
prepaid_tax_amount=0,
prepaid_trade_amt=0,
commissionincluded=False,
ship_via=customer.ship_via,
top_lvl_job=top_level_job,
)
if comp.is_root_component:
job.save_with_autonumber()
top_level_job = job.job
top_level_uuid = job.objectid
suffix.get_suffix(0, 0, 1)
else:
job.job = top_level_job + suffix.get_suffix(
assm_comp.level,
assm_comp.level_index,
assm_comp.level_count
)
job.top_lvl_job = top_level_job
job.save()
comp_uuid[comp.id] = job.objectid
comp_job[comp.id] = job
logger.info('Created job {}'.format(job.job))
# link the assembly
if not comp.is_root_component:
jb.BillOfJobs.objects.create(
parent_job=comp_job[assm_comp.parent.id],
component_job=job,
relationship_type='Component',
relationship_qty=comp.innate_quantity,
manual_link=False,
last_updated=now,
root_job=top_level_job,
objectid=str(uuid.uuid4()),
root_job_oid=top_level_uuid,
parent_job_oid=comp_uuid[assm_comp.parent.id],
component_job_oid=job.objectid
)
# create links to quote and order
if comp.is_root_component:
order_link = jb.Attachment(
owner_type='Job',
owner_id=job.job,
attach_path='https://app.paperlessparts.com/orders/edit/{}'.format(
order.number),
description='PP Order #{}'.format(order.number),
print_attachment=False,
last_updated=now,
attach_type='Link'
)
order_link.save_with_autonumber()
quote_link = jb.Attachment(
owner_type='Job',
owner_id=job.job,
attach_path='https://app.paperlessparts.com/quotes/edit/{}'.format(
order.quote_number),
description='PP Quote #{}'.format(order.quote_number),
print_attachment=False,
last_updated=now,
attach_type='Link'
)
quote_link.save_with_autonumber()
if comp.material:
mat_name = comp.material.name.upper()
else:
mat_name = ''
mat = jb.MaterialReq(
job=job,
description=mat_name[0:30],
pick_buy_indicator='B',
type='M',
status='O',
quantity_per_basis='I',
quantity_per=0,
uofm='ea',
deferred_qty=0,
est_qty=0,
est_unit_cost=0,
est_addl_cost=0,
est_total_cost=0,
act_qty=0,
act_unit_cost=0,
act_addl_cost=0,
act_total_cost=0,
part_length=0,
part_width=0,
bar_end=0,
cutoff=0,
facing=0,
bar_length=0,
lead_days=0,
currency_conv_rate=1,
trade_currency=1,
fixed_rate=True,
trade_date=today,
certs_required=False,
manual_link=False,
last_updated=now,
cost_uofm='ea',
cost_unit_conv=1,
quantity_multiplier=1,
partial_res=False,
objectid=uuid.uuid4(),
job_oid=job.objectid,
affects_schedule=False,
rounded=True
)
mat.save()
if comp.is_root_component:
so_detail = jb.SoDetail(
sales_order=so_header,
so_line='{:03d}'.format(i + 1),
line=None,
material=material_name,
ship_to=ship_to.address,
drop_ship=False,
quote=None,
job=job.job,
status='Open',
make_buy='M',
unit_price=order_item.unit_price.dollars,
discount_pct=0,
price_uofm='ea',
total_price=order_item.total_price.dollars,
deferred_qty=0,
prepaid_amt=0,
unit_cost=order_item.unit_price.dollars,
order_qty=order_item.quantity,
stock_uofm='ea',
backorder_qty=0,
picked_qty=0,
shipped_qty=0,
returned_qty=0,
certs_required=False,
taxable=False,
commissionable=bool(commission_pct),
commission_pct=commission_pct,
sales_code=sales_code,
note_text='\n\n'.join(notes),
promised_date=order_item.ships_on_dt,
last_updated=now,
description=desc,
ext_description=ext_desc,
price_unit_conv=1,
rev=comp.revision,
cost_uofm='ea',
cost_unit_conv=1,
partial_res=False,
prepaid_trade_amt=0,
objectid=uuid.uuid4(),
commissionincluded=False
)
so_detail.save()
so_detail.refresh_from_db()
delivery = jb.Delivery(
so_detail=so_detail.so_detail,
requested_date=order_item.ships_on_dt,
promised_date=order_item.ships_on_dt,
promised_quantity=order_item.quantity,
shipped_quantity=0,
remaining_quantity=order_item.quantity,
returned_quantity=0,
ncp_quantity=0,
comment='\n\n'.join(notes),
last_updated=now,
objectid=str(uuid.uuid4()),
)
delivery.save_with_autonumber()
logger.info('Created delivery {}'.format(delivery.delivery))
# now insert routing for operations
if import_operations:
operations_list = comp.shop_operations
if comp.is_root_component:
operations_list = operations_list + order_item.ordered_add_ons
for j, op in enumerate(operations_list):
runtime = 0
setup_time = 0
notes = None
if isinstance(op, Operation):
runtime = op.runtime if op.runtime is not None else 0
setup_time = op.setup_time if op.setup_time is not None else 0
notes = op.notes
logger.debug('Creating operation {}'.format(j))
job_op = jb.JobOperation(
job=job,
sequence=j,
description=op.name[0:25] if op.name else op.name,
priority=5,
run_method='Min/Part',
run=runtime * 60,
est_run_per_part=runtime,
efficiency_pct=100,
attended_pct=100,
queue_hrs=0,
est_total_hrs=comp.make_quantity * runtime + setup_time,
est_setup_hrs=setup_time,
est_run_hrs=runtime * comp.make_quantity,
est_setup_labor=0,
est_run_labor=0,
est_labor_burden=0,
est_machine_burden=0,
est_ga_burden=0,
est_required_qty=comp.make_quantity,
est_unit_cost=0,
est_addl_cost=0,
est_total_cost=0,
deferred_qty=comp.make_quantity,
act_setup_hrs=0,
act_run_hrs=0,
act_run_qty=0,
act_scrap_qty=0,
act_setup_labor=0,
act_run_labor=0,
act_labor_burden=0,
act_machine_burden=0,
act_ga_burden=0,
act_unit_cost=0,
act_addl_cost=0,
act_total_cost=0,
setup_pct_complete=0,
run_pct_complete=0,
rem_run_hrs=runtime * comp.make_quantity,
rem_setup_hrs=setup_time,
rem_total_hrs=comp.make_quantity * runtime + setup_time,
overlap=0,
overlap_qty=0,
est_ovl_hrs=0,
lead_days=0,
schedule_exception_old=False,
status='O',
minimum_chg_amt=0,
cost_unit_conv=0,
currency_conv_rate=1,
fixed_rate=True,
rwk_quantity=0,
rwk_setup_hrs=0,
rwk_run_hrs=0,
rwk_setup_labor=0,
rwk_run_labor=0,
rwk_labor_burden=0,
rwk_machine_burden=0,
rwk_ga_burden=0,
rwk_scrap_qty=0,
note_text=notes,
last_updated=now,
act_run_labor_hrs=0,
setup_qty=0,
run_qty=0,
rwk_run_labor_hrs=0,
rwk_setup_qty=0,
rwk_run_qty=0,
act_setup_labor_hrs=0,
rwk_setup_labor_hrs=0,
objectid=str(uuid.uuid4()),
job_oid=job.objectid,
sched_resources=1,
lag_hours=0,
manual_start_lock=False,
manual_stop_lock=False,
priority_zero_lock=False,
firm_zone_lock=False,
)
job_op.inside_oper = True
wc = get_wc(op.name)
job_op.work_center = wc
job_op.workcenter_oid = wc.objectid
job_op.wc_vendor = job_op.work_center.work_center
job_op.queue_hrs = job_op.work_center.queue_hrs
job_op.save()
logger.info('Saved operation {} {} {}'.format(
j, job_op.work_center, job_op.vendor))
# add hardware items as MaterialReqs
comp: OrderComponent
for comp in order_item.components:
if not comp.is_hardware:
continue
material = get_material(comp.part_number)
if material:
logger.info('Found matching hardware material')
material_name = material.material
else:
if import_material:
logger.info('Creating hardware Material {}'.format(
comp.part_number))
material = jb.Material.objects.create(
material=comp.part_number,
description=comp.description[0:30] if comp.description else None,
sales_code=sales_code,
rev=comp.revision,
location_id=default_location,
type='H',
status='Active',
pick_buy_indicator='B',
stocked_uofm='ea',
purchase_uofm='ea',
cost_uofm='ea',
price_uofm='ea',
standard_cost=0.0,
reorder_qty=0,
lead_days=0,
uofm_conv_factor=1,
lot_trace=False,
rd_whole_unit=False,
make_buy='B',
use_price_breaks=True,
last_updated=datetime.datetime.utcnow(),
taxable=False,
affects_schedule=False,
tooling=False,
isserialized=False,
objectid=uuid.uuid4()
)
material_name = material.material
else:
material_name = comp.part_number
logger.info('No hardware material for {}'.format(
comp.part_number))
for parent_id in comp.parent_ids:
job = comp_job[parent_id]
qty_per = None
parent = order_item.get_component(parent_id)
for child in parent.children:
if child.child_id == comp.id:
qty_per = child.quantity
break
jb.MaterialReq.objects.create(
job=job,
material=material_name,
description=comp.description[0:30] if comp.description else material_name,
pick_buy_indicator='B',
type='H',
status='O',
quantity_per_basis='I',
quantity_per=qty_per,
uofm='ea',
deferred_qty=0,
est_qty=comp.make_quantity,
est_unit_cost=0,
est_addl_cost=0,
est_total_cost=0,
act_qty=0,
act_unit_cost=0,
act_total_cost=0,
part_length=0,
part_width=0,
bar_end=0,
facing=0,
bar_length=0,
lead_days=0,
currency_conv_rate=1,
trade_currency=1,
fixed_rate=1,
trade_date=today,
certs_required=0,
manual_link=1,
last_updated=now,
cost_uofm='ea',
cost_unit_conv=1,
quantity_multiplier=1,
partial_res=0,
objectid=str(uuid.uuid4()),
job_oid=job.objectid,
affects_schedule=0,
material_oid=material.objectid if material else None,
rounded=1,
)