def show_billings(self):
customer_id = self.request.matchdict.get('customer_id')
customer = Customer.load(customer_id)
self.forbid_if(not customer or customer.campaign.company.enterprise_id != self.enterprise_id)
return {
'customer' : customer,
'billings' : Journal.find_all_by_customer(customer, self.offset),
'offset' : self.offset
}
def show_billing_dialog(self):
customer_id = self.request.matchdict.get('customer_id')
journal_id = self.request.matchdict.get('journal_id')
customer = Customer.load(customer_id)
self.forbid_if(not customer or customer.campaign.company.enterprise_id != self.enterprise_id)
journal = Journal.load(journal_id)
self.forbid_if(not journal or str(journal.customer_id) != str(customer_id))
return {
'customer' : customer,
'journal' : journal
}
def _apply_payment(self, customer_id, order_id, pmt_amount=None, pmt_method=None, pmt_note=None): #pylint: disable-msg=R0913
""" KB: [2011-03-09]: Check that everything is kosher
Create a journal entry for the order for the amount and type specified in the UI
Create a status noting the type and amount of the payment applied.
"""
customer = Customer.load(customer_id)
self.forbid_if(not customer or customer.campaign.company.enterprise_id != self.enterprise_id)
order = customer.get_order(order_id)
self.forbid_if(not order)
user = self.request.ctx.user
current_customer_balance = customer.get_current_balance()
#prior_payments_applied = order.total_payments_applied()
prior_total_due = order.total_payments_due()
balance_amount_to_apply = float(self.request.POST.get('pmt_balance_amount_to_apply', 0.0))
amt = float(util.nvl(pmt_amount, self.request.POST.get('pmt_amount')))
method = util.nvl(pmt_method, self.request.POST.get('pmt_method'))
note = util.nvl(pmt_note, self.request.POST.get('pmt_note'))
self.forbid_if(round(amt + balance_amount_to_apply, 2) > round(prior_total_due, 2),
"amt + balance_amount_to_apply > prior_total_due")
self.forbid_if(current_customer_balance > 0 and round(balance_amount_to_apply, 2) > round(current_customer_balance, 2),
"balance_amount_to_apply > current_customer_balance")
pmt_type = 'PartialPayment'
if amt == prior_total_due:
pmt_type = 'FullPayment'
Journal.create_new(amt, customer, order, user, pmt_type, method, note)
status_note = '%s applied: $%s' % (pmt_type, util.money(amt))
Status.add(customer, order, Status.find_event(self.enterprise_id, order, 'PAYMENT_APPLIED'), status_note)
self.flash(status_note)
if balance_amount_to_apply > 0:
Journal.create_new(balance_amount_to_apply, customer, order, user, 'CreditDecrease')
status_note = '%s applied: $%s' % ('CreditDecrease', util.money(balance_amount_to_apply))
Status.add(customer, order, Status.find_event(self.enterprise_id, order, 'PAYMENT_APPLIED'), status_note)
self.flash(status_note)
customer.invalidate_caches()
customer.flush()
return 'True'
def return_item(self):
customer_id = self.request.matchdict.get('customer_id')
order_id = self.request.matchdict.get('order_id')
order_item_id = self.request.matchdict.get('order_item_id')
customer = Customer.load(customer_id)
self.forbid_if(not customer or customer.campaign.company.enterprise_id != self.enterprise_id)
order = customer.get_order(order_id)
self.forbid_if(not order)
order_item = OrderItem.load(order_item_id)
self.forbid_if(not order_item or str(order_item.order.order_id) != str(order.order_id))
user = self.request.ctx.user
return_type = self.request.POST.get('rt_refund_type')
quantity_returned = float(self.request.POST.get('quantity_returned'))
credit_amount = float(self.request.POST.get('credit_amount'))
jrnl = Journal.create_new(credit_amount, customer, order, user, return_type)
ret = ProductReturn.create_new(order_item.product, order_item.order, quantity_returned, credit_amount, jrnl, user)
status_note = "'%s' returned. $%.2f refunded by %s" % (order_item.product.name, credit_amount, return_type)
Status.add(customer, order_item, Status.find_event(self.enterprise_id, order_item, 'RETURN'), status_note)
order_item.quantity -= quantity_returned
if order_item.quantity == 0:
order_item.delete_dt = util.today()
order_item.save()
if order_item.product.track_inventory:
InventoryJournal.create_new(order_item.product, 'Return', quantity_returned, order_item, None, None, ret)
for attr_kid in order_item.children:
Status.add(customer, attr_kid, Status.find_event(self.enterprise_id, attr_kid, 'RETURN'), status_note)
attr_kid_prod = attr_kid.product
if attr_kid_prod.track_inventory:
InventoryJournal.create_new(attr_kid_prod, 'Return', quantity_returned, attr_kid)
self.flash(status_note)
if len(order.active_items) == 0:
# KB: [2012-09-06]: Deleted the one thing out of this
# order. Kill the order
status_note = 'Only item in order returned. Order cancelled.'
self._cancel_order_impl(order_id, status_note, False)
self.flash(status_note)
ret = HTTPFound('/crm/customer/show_orders/%s' % customer_id)
else:
ret = HTTPFound('/crm/customer/edit_order_dialog/%s/%s' % (customer_id, order_id))
customer.invalidate_caches()
return ret
def payment_history(self):
try:
journals = Journal.find_all_by_order(self)
ret = '<table cellpadding="0" cellspacing="10" border="0"><tr><td><u>Date</u></td><td><u>Method</u></td><td><u>Note</u></td><td><u>Amount</u></td></tr>'
for j in journals:
ret += """<tr>
<td>{dt}</td><td nowrap>{meth}</td><td>{note}</td><td align="right">{amt}</td>
</tr>
""".format(
dt=util.slash_date(j.create_dt), amt=util.money(j.amount), meth=j.method, note=j.note
)
ret += '<tr><td colspan="4"><hr></td></tr>'
ret += (
'<tr><td><i>Total Payments Applied</i></td><td colspan="2"> </td><td align="right">%s</td></tr>'
% util.money(self.total_payments_applied(), True)
)
ret += "</table>"
return ret
except Exception as exc: # pragma: no cover
log.debug(exc)
def cancel(self, reason, by_customer=False):
self.cancel_dt = datetime.datetime.date(datetime.datetime.now())
for oitem in self.active_items:
prod = oitem.product
InventoryJournal.create_new(prod, "Cancelled Order", oitem.quantity, oitem)
oitem.delete_dt = util.today()
oitem.save()
journals = Journal.find_all_by_order(self)
for j in journals:
j.delete_dt = util.today()
j.save()
msg = "Order Canceled" if not by_customer else "Order Cancelled by Customer"
Status.add(
self.customer,
self,
Status.find_event(self.customer.campaign.company.enterprise_id, self, "CREATED"),
"%s : %s" % (msg, reason),
)
self.save()
def apply_payment_dialog(self):
customer_id = self.request.matchdict.get('customer_id')
order_id = self.request.matchdict.get('order_id')
customer = Customer.load(customer_id)
self.forbid_if(not customer or customer.campaign.company.enterprise_id != self.enterprise_id)
order = customer.get_order(order_id)
self.forbid_if(not order)
total_due = order.total_payments_due()
pre_order_balance = customer.get_current_balance()
return {
'customer' : customer,
'order' : order,
'total_price' : order.total_price(),
'payment_methods' : Journal.get_payment_methods(self.request.ctx.enterprise),
'total_payments_applied' : order.total_payments_applied(),
'total_discounts_applied' : order.total_discounts_applied(),
'total_due' : total_due,
'pre_order_balance' : pre_order_balance,
'enterprise' : self.request.ctx.enterprise,
'total_due_after_balance' : total_due+pre_order_balance if (total_due+pre_order_balance) > 0 else 0
}
def create_new(cart, customer, enterprise_id, campaign, user_created, order_note=None, incl_tax=True):
""" KB: [2010-09-09]: Given a cart full of products, create a new order and return it.
if a given product is a parent, then create an kid order_item of zero cost and attach it to the parent.
"""
cord = CustomerOrder()
cord.creator = user_created
cord.customer = customer
cord.campaign = campaign
cord.shipping_total = util.nvl(cart.shipping_total, 0.0)
cord.shipping_note = cart.shipping_selection_name
cord.handling_total = util.nvl(cart.handling_total, 0.0)
cord.shipping_addr1 = cart.shipping_addr1
cord.shipping_addr2 = cart.shipping_addr2
cord.shipping_city = cart.shipping_city
cord.shipping_state = cart.shipping_state
cord.shipping_zip = cart.shipping_zip
cord.shipping_country = cart.shipping_country
cord.shipping_phone = cart.shipping_phone
cart.calculate_cart_discount_for_order(cord)
cord.note = order_note
cord.save()
cord.flush()
for cart_item in cart.items:
prd = Product.load(cart_item["product"].product_id)
item = OrderItem()
item.order = cord
item.product = prd
item.creator = user_created
item.start_dt = cart_item["start_dt"]
item.note = cart_item["note"]
item.save()
item.flush()
attribute_order_items = []
for attribute_product_id in cart_item["attributes"].keys():
attribute_order_item = OrderItem()
attribute_order_item.parent_id = item.order_item_id
attribute_order_item.order = cord
ao_prd = Product.load(attribute_product_id)
attribute_order_item.product = ao_prd
attribute_order_item.creator = user_created
attribute_order_item.unit_cost = ao_prd.unit_cost
attribute_order_item.unit_discount_price = ao_prd.get_discount_price(campaign)
attribute_order_item.unit_retail_price = ao_prd.get_retail_price(campaign)
attribute_order_item.quantity = cart_item["attributes"][attribute_product_id]["quantity"]
attribute_order_item.save()
attribute_order_items.append(attribute_order_item)
# KB: [2013-02-24]: Discount is calculated by using the highest price of the discounts for the product and all of its selected attributes
discount = max(
[util.nvl(aois.unit_discount_price) for aois in attribute_order_items]
+ [prd.get_discount_price(campaign)]
)
# KB: [2013-02-24]: Retail is calculated by using the highest price of the retail prices for the product and all its selected attributes.
retail = max(
[util.nvl(aois.unit_retail_price, 0.0) for aois in attribute_order_items]
+ [cart_item["base_price"] if "base_price" in cart_item else prd.get_retail_price(campaign)]
)
item.quantity = float(cart_item["quantity"])
item.unit_price = discount if discount else retail
if campaign.tax_rate and incl_tax:
item.tax = (item.unit_price * item.quantity) * campaign.tax_rate
item.unit_cost = prd.unit_cost
item.unit_discount_price = discount if discount else None
item.unit_retail_price = retail
item.save()
if prd.track_inventory:
InventoryJournal.create_new(prd, "Sale", int(item.quantity), item)
if item.unit_discount_price is not None:
discount = DiscountProduct.find_by_product(prd)
Journal.create_new(
(item.unit_retail_price - item.unit_discount_price) * int(item.quantity),
customer,
cord,
None,
typ="AutomaticDiscount",
attachment=discount,
)
Status.add(
customer,
item,
Status.find_event(enterprise_id, item, "CREATED"),
"Item added to order %s @ $%s" % (prd.name, util.money(item.unit_price)),
)
if prd.can_have_children():
item.flush() # we need this to get the parent ID.
children = prd.get_children()
if children and len(children) > 0:
for kid in children:
child_item = OrderItem()
child_item.order = cord
child_item.parent_id = item.order_item_id
child_item.product = kid.child
child_item.creator = user_created
child_item.start_dt = cart_item["start_dt"]
child_item.unit_price = 0.0
child_item.unit_discount_price = None
child_item.unit_retail_price = 0.0
child_item.unit_cost = prd.unit_cost
child_item.quantity = kid.child_quantity
if kid.child.track_inventory:
InventoryJournal.create_new(kid.child, "Sale", child_item.quantity, child_item)
Status.add(customer, cord, Status.find_event(enterprise_id, cord, "CREATED"), "Order created ")
if cord.discount:
discount_amount = None
if cord.discount.percent_off:
item_price = cord.total_item_price()
discount_amount = item_price - (item_price * cord.discount.percent_off)
elif cord.discount.shipping_percent_off:
# (9.0 / (1.0-0.1)) = 10.00
discount_amount = cart.shipping_discount_total
if discount_amount and int(discount_amount) > 0:
Journal.create_new(
discount_amount, customer, cord, None, typ="AutomaticDiscount", attachment=cord.discount
)
cord.save()
cord.flush()
return cord
def total_payments_due(self):
return Journal.total_due(self)
def total_discounts_applied(self):
return Journal.total_discounts(self) + Journal.total_automatic_discounts(self)
def total_payments_applied(self):
return Journal.total_applied(self)
def discounts(self):
return Journal.filter_discounts(self)
def get_current_balance(self):
return Journal.total_balance_for_customer(self)