def create_order(): data = request.json if data is None: abort(400, description=gettext('invalid json request')) validate_amounts_fields_in_orders(data) order = Order(**data) order.generate_order_no() order.save_and_flush() customer = Customer.find(order.customer_id) customer.status = 'ordered' Appointment.cancel_all_for_sales_customer( order.sales_id, order.customer_id, 'Order: ' + str(order.id) + ' is created') Reception.complete_all_for_sales_customer( order.sales_id, order.customer_id, 'Order: ' + str(order.id) + ' is created') return Order.find(order.id), 201, add_location_header( dict(), url_for('api.get_order', uid=order.id))
def reassign(self, new_sales_id): from application.models.appointment import Appointment if not new_sales_id or self.sales_id == new_sales_id: return Appointment.cancel_all_for_sales_customer(self.sales_id, self.id, u'重新分配客户') self.reassigned = True self.sales_id = new_sales_id
def defeated(self, reason=''): self.status = 'defeated' self.intent_level = '-100' self.defeated_reason = reason # cancel all active appointments and receptions from application.models.appointment import Appointment from application.models.reception import Reception Appointment.cancel_all_for_sales_customer(self.sales_id, self.id, self.status + ': ' + reason) Reception.complete_all_for_sales_customer(self.sales_id, self.id, self.status + ': ' + reason)
def cancel_customer(cid): replaced_by_customer_id = request.json.get('by_customer_id') customer = get_customer(cid) customer.status = 'cancelled' customer.save_and_flush() replaced_by_customer = get_customer(replaced_by_customer_id) Appointment.reset_customer_id(customer, replaced_by_customer) Reception.reset_customer_id(customer, replaced_by_customer) Order.reset_customer_id(customer, replaced_by_customer) return replaced_by_customer
def get_latest_appointments_by_store(store_id): days = request.args.get('days', 4) start_date = date.today() end_date = start_date + relativedelta(days=(days - 1)) return Appointment.find_all_between_dates_in_store(start_date, end_date, store_id)
def validate(self, appt_data): now_time = datetime.now() appt_type = appt_data.get('type', None) appt_time = parse(appt_data.get('appt_datetime')) store_id = appt_data.get('store_id') if appt_type and appt_type == 'followup': customer = appt_data.get('customer', None) if customer and customer.is_active(): # 1. 未成交客户, 预约回访时间不得晚于当前时间+7天 general_time_limit = now_time + timedelta(days=7) if appt_time > general_time_limit: abort( 400, description=gettext( 'appt_datetime can not be later than %(days)s days', days=7)) # 2. 如果客户是首次客户, 首次预约回访时间不得晚于到店第二天晚上24时 receptions = Reception.find_all_by_customer_sales(customer.id) if receptions and len(receptions) == 1: last_rx_date = receptions[0].rx_date rx_limit = last_rx_date + timedelta(days=1) if not Appointment.exist_followup_between_dates_by_customer(parse_date(now_time), parse_date( rx_limit), customer.id, store_id) and parse_date(now_time) <= parse_date(rx_limit) \ < parse_date(appt_time): abort( 400, description=gettext( 'appt_datetime can not be later than 1 days for new customer' ))
def morning_call(): current_user = g.user store_id = get_or_set_store_id() today = datetime.date.today() yesterday = today - datetime.timedelta(days=1) orders_stats = dict() orders_stats['yesterday_orders_count'] = Order.count_orders_by_date_and_store(yesterday, store_id) orders_stats['current_month_orders_count'] = Order.count_orders_from_date_and_store( datetime.date.today().replace(day=1), store_id) current_month_ta = TaSetting.find_active_monthly_ta(today.year, today.month, store_id) orders_stats['current_month_target'] = current_month_ta.value if current_month_ta else 'N/A' sales_stats = User.get_all_sales_by_store_from_cache(long(store_id)) yesterday_receptions = Reception.find_all_by_date_in_store(yesterday, store_id) today_appointments = Appointment.find_all_by_date_in_store(datetime.date.today(), store_id) rx_stats = dict() rx_stats['yesterday_incomplete_count'] = len( [x for x in yesterday_receptions if x._last_status_changer == 'system']) total_counts, sales_counts = calc_reception_counts(yesterday_receptions, sales_stats) for sale in sales_stats: sale.rx_count = sales_counts.get(sale.id, {'total': 0, 'new': 0, 'appt_new': 0, 'appt': 0, 'other': 0}) populate_appt_count_agg_by_sale_and_type(today_appointments, sale) sales_stats.sort(key=lambda sale: sale.rx_count, reverse=True) appts_count = generate_appt_count_agg_by_type(today_appointments) recent_campaigns = Campaign.find_all_by_store_in_recent_days(store_id, 15) current_endpoint = 'user.morning_call' now = datetime.datetime.now() yesterday_datetime = now - datetime.timedelta(days=1) rx_base_url, rx_url_params = get_filter_link('receptions.receptions', yesterday_datetime, yesterday_datetime, current_endpoint) rx_incomplete_params = rx_url_params.copy() rx_incomplete_params['incomplete'] = 'y' appt_base_url, appt_url_params = get_filter_link('appointments.appts', now, now, current_endpoint) order_base_url, order_url_params = get_filter_link('orders.orders', yesterday_datetime, yesterday_datetime, current_endpoint) monthly_order_url_params = order_url_params.copy() monthly_order_url_params['start_date'] = datetime.date.today().replace(day=1).strftime(DATE_FORMAT) monthly_order_url_params['end_date'] = now.strftime(DATE_FORMAT) return render_template('user/salesmanager/morningcall.html', selected_menu=USER_MORNING_CALL, orders_stats=orders_stats, sales_stats=sales_stats, appts_count=appts_count, total_rx_count=total_counts, recent_campaigns=recent_campaigns, recent_campaigns_count=len(recent_campaigns), current_month_ta=current_month_ta, rx_base_url=rx_base_url, rx_url_params=rx_url_params, appt_base_url=appt_base_url, appt_url_params=appt_url_params, rx_incomplete_params=rx_incomplete_params, order_base_url=order_base_url, order_url_params=order_url_params, monthly_order_url_params=monthly_order_url_params, rx_stats=rx_stats, back_endpoint=request.args.get('back_endpoint', None))
def query_appointments_in_store(store_id): query_criteria = request.args.get('q') if query_criteria is None: return abort(404, description=gettext(u'query criteria can not be empty')) return Appointment.find_all_by_q_in_store(query_criteria, store_id)
def get_appointment(uid): result = Appointment.find(uid) if result is None: abort(404, description=gettext(u'appointment with id %(id)s is not found', id=uid)) return result
def sync_appointments_of_sales(sales_id): last_sync_date = request.args.get('last_sync_date', None) try: last_sync_date = datetime.fromtimestamp(int(last_sync_date)) except: last_sync_date = None bulk_size = request.args.get('bulk_size', None) return Appointment.find_all_by_sales_before_sync_in_bulk( sales_id, last_sync_date, bulk_size)
def transfer_sales_customers(from_sales_id, to_sales_id): passcode = request.args.get('passcode', None) status = request.args.getlist('status') if not passcode or not valid_passcode(passcode): abort(401) from_sales = User.find(from_sales_id) if not from_sales or from_sales.is_active(): abort(400, description=gettext(u'sales with id (%id)s is not found', id=from_sales_id)) to_sales = User.find(to_sales_id) if not to_sales: abort(400, description=gettext(u'sales with id (%id)s is not found', id=to_sales_id)) Appointment.cancel_all_for_sales(from_sales_id, u'重新分配客户') processed_count = Customer.reassign_all_of_sales_to_sales(from_sales_id, to_sales_id, status) return {'from_sales_id': from_sales_id, 'to_sales_id': to_sales_id, 'processed_count': processed_count}
def close_appointment_before(reception): if not reception.customer_id: return if reception.rx_type == 'other': appt_type = 'deliver' else: appt_type = 'instore' today_appts = Appointment.find_all_opened_by_type_and_date_of_sales_customer( appt_type, datetime.today().date(), reception.sales_id, reception.customer_id) for appt in today_appts: appt.status = 'closed'
def view_details(cid): current_user = g.user store_id = get_or_set_store_id() customer = Customer.find_by_id_and_store(cid, store_id) if not customer: abort(404) orders = Order.find_all_by_customer_sales(customer.id) appts = Appointment.find_all_by_customer_sales(customer.id) receptions = Reception.find_all_by_customer_sales(customer.id) calllogs = Calllog.find_all_by_customer_id(customer.id) form = CustomerReassignForm() form.saleses_list.choices = get_sales_selection(store_id) if current_user.is_receptionist() or ( current_user.is_sales() and current_user.is_role_in_store_id(store_id, 'manager') == False and customer.sales_id != current_user.id): abort(401) if request.method == 'GET': form.saleses_list.data = customer.sales_id if request.method == 'POST' and ( form.saleses_list.data not in ('None', customer.sales_id) and current_user.is_role_in_store_id(store_id, 'manager')): customer.reassign(int(form.saleses_list.data)) customer.save_and_flush() flash_success(u'重新分配成功') return redirect(url_for('customers.view_details', cid=cid, back_url=back_url( url_for('customers.customers'))), code=303) return render_template('customers/detail.html', selected_menu=CUSTOMER_MGMT, customer=customer, orders=orders, appts=appts, receptions=receptions, calllogs=calllogs, form=form, back_url=back_url(url_for('customers.customers')))
def reset_status(self): from application.models.appointment import Appointment if self.status == 'defeated': return elif len(Order.find_all_by_customer_sales(self.id, self.sales_id)): self.status = 'ordered' return elif Appointment.exist_opened_of_sales_customer(self.sales_id, self.id): self.status = 'enlist' return elif self.has_required_fields_filled(): self.status = 'formal' return else: self.status = 'draft' return
def merge_stores(from_store_id, to_store_id): passcode = request.args.get('passcode', None) if not passcode or not valid_passcode(passcode): abort(401) result = dict() result['receptions'] = Reception.migrate_store(from_store_id, to_store_id) result['customers'] = Customer.migrate_store(from_store_id, to_store_id) result['appointments'] = Appointment.migrate_store(from_store_id, to_store_id) from application.models.order import Order result['orders'] = Order.migrate_store(from_store_id, to_store_id) from application.models.calllog import Calllog result['calllogs'] = Calllog.migrate_store(from_store_id, to_store_id) from application.models.campaign import Campaign result['campaigns'] = Campaign.migrate_store(from_store_id, to_store_id) from application.models.driverecord import DriveRecord result['driverecords'] = DriveRecord.migrate_store(from_store_id, to_store_id) return result
def appts(): current_user = g.user store_id = get_or_set_store_id() from application.forms.appt import ApptSearchForm search_form = ApptSearchForm(request.args) search_form.type_filter.choices = get_type_selection() search_form.status_filter.choices = get_status_selection() search_form.sales_filter.choices = get_sales_selection(store_id) query = dict() if search_form.start_date.data and search_form.start_date.data != '': query['start_date'] = search_form.start_date.data if search_form.end_date.data and search_form.end_date.data != '': query['end_date'] = search_form.end_date.data if search_form.type_filter.data and search_form.type_filter.data not in ( 'None', 'all'): query['type_filter'] = search_form.type_filter.data if search_form.status_filter.data and search_form.status_filter.data not in ( 'None', 'all'): query['status'] = search_form.status_filter.data if search_form.sales_filter.data and search_form.sales_filter.data not in ( 'None', 'all'): query['sales_filter'] = search_form.sales_filter.data sort_params = SortMixin.get_order_query(search_form) if sort_params: query.update(sort_params) query.update(get_page_info(request)) appts = Appointment.find_all_by_query_params_in_store(store_id, **query) return render_template('appts/appts.html', selected_menu=APPTS_VIEW, form=search_form, back_endpoint=request.args.get( 'back_endpoint', None), appts=appts)
def create_appointment(): data = request.json if data is None: abort(400, description=gettext('invalid json request')) # validate appointment time if data.get('appt_datetime', None) is None: abort(400, description=gettext('appointment datetime can not be empty')) appt_time = parse(data.get('appt_datetime')) now_time = datetime.now() if appt_time < now_time: abort(400, description=gettext('appointment datetime must later than now')) latest_time = now_time + timedelta(days=30) if appt_time > latest_time: abort(400, description=gettext( 'appointment datetime can not be later than 30 days')) populate_customer_from_request(data, data.get('store_id'), data.get('sales_id')) data.pop('id', None) validator = get_appt_validator(data.get('store_id')) if validator: validator.validate(data) if data.get('customer', None) and data['customer'].id: Appointment.cancel_all_for_sales_customer(data['sales_id'], data['customer'].id, "new appointment created") appt = Appointment(**data) appt.customer.enlist() appt.save_and_flush() return appt, 201, add_location_header( dict(), url_for('api.get_appointment', uid=appt.id))
gettext( u'the customer belongs to %(sales_name)s, force assign to %(new_sales)s', sales_name=npe.customer.sales.username, new_sales=User.find(data.get('sales_id')).username)) reception = Reception(**data) # default receptionist_id if not passed from client if convert_int(reception.receptionist_id) <= 0: reception.receptionist_id = get_user_id() reception.customer.enlist() reception.created_on = datetime.now() reception.customer.last_reception_date = reception.created_on if reception.appointment_id is not None: appt = Appointment.find(reception.appointment_id) if not appt: reception.appointment_id = None else: if appt.type == 'deliver': reception.rx_type = 'other' elif not Reception.has_reception_before(appt.customer.id): reception.rx_type = 'appt_new' else: reception.rx_type = 'appt' appt.status = 'closed' reception.save_and_flush() new_reception_created.send(new_reception=reception)
def evening_call(): current_user = g.user store_id = get_or_set_store_id() today = datetime.date.today() orders_stats = dict() orders_stats['today_orders_count'] = Order.count_orders_by_date_and_store(datetime.date.today(), store_id) orders_stats['current_month_orders_count'] = Order.count_orders_from_date_and_store( datetime.date.today().replace(day=1), store_id) current_month_ta = TaSetting.find_active_monthly_ta(today.year, today.month, store_id) orders_stats['current_month_target'] = current_month_ta.value if current_month_ta else 'N/A' sales_stats = User.get_all_sales_by_store_from_cache(long(store_id)) today_receptions = Reception.find_all_of_today_in_store(store_id) today_appointments = Appointment.find_all_by_date_in_store(datetime.date.today(), store_id) tomorrow_appointments = Appointment.find_all_by_date_in_store(datetime.date.today() + datetime.timedelta(days=1), store_id) total_counts, sales_counts = calc_reception_counts(today_receptions, sales_stats) for sale in sales_stats: populate_appt_count_agg_by_sale_and_type(today_appointments, sale, include_closed=True) populate_appt_count_agg_by_sale_and_type(tomorrow_appointments, sale, attr_prefix='tomorrow_') sale.rx_count = sales_counts.get(sale.id, {'total': 0, 'new': 0, 'appt_new': 0, 'appt': 0, 'other': 0}) appts_count = generate_appt_count_agg_by_type(today_appointments, include_closed=True) tomorrow_appts_count = generate_appt_count_agg_by_type(tomorrow_appointments) sales_stats.sort(key=lambda sale: sale.rx_count, reverse=True) rx_stats = {'today_incomplete_count': len([x for x in today_receptions if x.status != 'completed'])} appt_stats = dict() appt_stats['instore'] = len([x for x in today_appointments if x.status != 'cancelled' and x.type == 'instore']) appt_stats['open_instore'] = len([x for x in today_appointments if x.status == 'opened' and x.type == 'instore']) appt_stats['followup'] = len([x for x in today_appointments if x.type == 'followup']) appt_stats['open_followup'] = len([x for x in today_appointments if x.status == 'opened' and x.type == 'followup']) now = datetime.datetime.now() tomorrow_datetime = now + datetime.timedelta(days=1) current_endpoint = 'user.evening_call' rx_base_url, rx_url_params = get_filter_link('receptions.receptions', now, now, current_endpoint) rx_incomplete_params = rx_url_params.copy() rx_incomplete_params['status_filter'] = 'in-store' appt_base_url, appt_url_params = get_filter_link('appointments.appts', now, now, current_endpoint) tomorrow_appt_base_url, tomorrow_appt_url_params = get_filter_link('appointments.appts', tomorrow_datetime, tomorrow_datetime, current_endpoint) recent_campaigns = Campaign.find_all_by_store_in_recent_days(store_id, 15) order_base_url, order_url_params = get_filter_link('orders.orders', now, now, current_endpoint) monthly_order_url_params = order_url_params.copy() monthly_order_url_params['start_date'] = datetime.date.today().replace(day=1).strftime(DATE_FORMAT) monthly_order_url_params['end_date'] = now.strftime(DATE_FORMAT) return render_template('user/salesmanager/eveningcall.html', selected_menu=USER_EVENING_CALL, rx_stats=rx_stats, orders_stats=orders_stats, today_receptions_count=len(today_receptions), rx_incomplete_params=rx_incomplete_params, sales_stats=sales_stats, appts_count=appts_count, total_rx_count=total_counts, tomorrow_appts_count=tomorrow_appts_count, recent_campaigns=recent_campaigns, recent_campaigns_count=len(recent_campaigns), rx_base_url=rx_base_url, rx_url_params=rx_url_params, order_base_url=order_base_url, tomorrow_appt_base_url=tomorrow_appt_base_url, tomorrow_appt_url_params=tomorrow_appt_url_params, order_url_params=order_url_params, appt_stats=appt_stats, appt_base_url=appt_base_url, appt_url_params=appt_url_params, monthly_order_url_params=monthly_order_url_params, back_endpoint=request.args.get('back_endpoint', None))
def get_appointments_by_sales(sales_id): return Appointment.find_all_of_sales(sales_id, **get_page_info(request))
def dashboard(): current_user = g.user now = datetime.datetime.now() store_id = get_or_set_store_id() orders_stats = dict() orders_stats['today_orders_count'] = Order.count_orders_by_date_and_store(datetime.date.today(), store_id) orders_with_status = Order.find_orders_status_from_date_and_store(datetime.date.today().replace(day=1), store_id) orders_stats['current_month_new_count'] = len( [x for x in orders_with_status if x.status == 'new']) orders_stats['current_month_delivered_count'] = Order.count_delivered_orders_between_date_and_store(store_id, get_first_day_of_month( now).date(), now.date()) customer_stats = dict() today_receptions = Reception.find_all_of_today_in_store(store_id) completed_reception = filter(lambda rx: rx.status == 'completed', today_receptions) customer_stats['total'] = len(today_receptions) if today_receptions else 0 customer_stats['complete'] = len(completed_reception) if completed_reception else 0 customer_stats['instore'] = customer_stats['total'] - customer_stats['complete'] customer_stats['new'] = len([x for x in today_receptions if x.rx_type == 'new']) customer_stats['appt_new'] = len([x for x in today_receptions if x.rx_type == 'appt_new']) customer_stats['appt'] = len([x for x in today_receptions if x.rx_type == 'appt']) customer_stats['other'] = len([x for x in today_receptions if x.rx_type == 'other']) today_appointments = Appointment.find_all_by_date_in_store(datetime.date.today(), store_id) appt_stats = dict() appt_stats['instore'] = len([x for x in today_appointments if x.status != 'cancelled' and x.type == 'instore']) appt_stats['open_instore'] = len([x for x in today_appointments if x.status == 'opened' and x.type == 'instore']) appt_stats['followup'] = len([x for x in today_appointments if x.type == 'followup']) appt_stats['open_followup'] = len([x for x in today_appointments if x.status == 'opened' and x.type == 'followup']) sales = User.get_all_sales_by_store_from_cache(long(store_id)) # make sure the status is correct SalesStatus.reset_all_sales_status(store_id) sales_status = SalesStatus.get_all_sales_status(store_id) total_counts, reception_counts = calc_reception_counts(today_receptions, sales) for sale in sales: sale.status = sales_status.get(str(sale.id), 'free') set_status_label_and_style(sale) sale.rx_count = reception_counts.get(sale.id, {'total': 0, 'new': 0, 'appt_new': 0, 'appt': 0, 'other': 0}) # receptions_per_sale = filter(lambda rx: rx.sales_id == sale.id, today_receptions) # sale.rx_count = len(receptions_per_sale) if receptions_per_sale else 0 # total_rx_count += sale.rx_count sales.sort(key=lambda sale: sale.status) today_orders = Order.find_all_created_today_by_store(store_id) today_orders_count = len(today_orders) if today_orders else 0 current_endpoint = 'user.dashboard' rx_base_url, rx_url_params = get_filter_link('receptions.receptions', now, now, current_endpoint) order_base_url, order_url_params = get_filter_link('orders.orders', now, now, current_endpoint) monthly_order_url_params = order_url_params.copy() monthly_order_url_params.update({'start_date': datetime.date.today().replace(day=1).strftime(DATE_FORMAT)}) monthly_delivered_order_url_params = monthly_order_url_params.copy() monthly_delivered_order_url_params['status_filter'] = 'delivered' monthly_delivered_order_url_params['history'] = 'y' appt_base_url, appt_url_params = get_filter_link('appointments.appts', now, now, current_endpoint) # tbc_orders = Order.find_all_in_status_by_store(store_id, confirmed=0, status='new') return render_template('user/salesmanager/dashboard.html', selected_menu=USER_RT_DATA, orders_stats=orders_stats, appt_stats=appt_stats, customer_stats=customer_stats, sales=sales, today_orders=today_orders, total_count=total_counts, today_orders_count=today_orders_count, sales_receptions=reception_counts, rx_base_url=rx_base_url, rx_url_params=rx_url_params, order_base_url=order_base_url, order_url_params=order_url_params, monthly_order_url_params=monthly_order_url_params, monthly_delivered_order_url_params=monthly_delivered_order_url_params, appt_base_url=appt_base_url, appt_url_params=appt_url_params)
def update_customer_status(customer, sales): if customer.status == 'enlist' and not Appointment.exist_opened_of_sales_customer( sales.id, customer.id): customer.status = 'formal'
def get_all_customer_appointments(customer_id): sales_id = request.args.get("sales_id", None) return Appointment.find_all_by_customer_sales(customer_id, sales_id)