def update_customer(uid):
data = request.json
if data is None:
abort(400, description=gettext('invalid json request'))
# do not allow to update customer id and status directly
Customer.filter_not_updatable_fields(data)
customer = get_customer(uid)
# validate mobile. The logic is duplicated with validate method of Customer. Merge the logic later.
if data.get('mobile',
None) and '000' != data['mobile'] and validate_mobile(
data['mobile']):
existing_cust_with_same_mobile = Customer.find_by_mobile_exclude(
customer.store_id, data['mobile'], customer.id)
existing_cust_with_same_mobile = handle_no_rx_customer(
existing_cust_with_same_mobile)
if existing_cust_with_same_mobile:
if customer.sales_id == existing_cust_with_same_mobile.sales_id:
raise DuplicatedCustomerException(
gettext(u'The mobile is the same as customer %(name)s',
name=existing_cust_with_same_mobile.respect_name),
existing_customer_id=existing_cust_with_same_mobile.id)
else:
raise NoPermissionOnCustomerException(
existing_cust_with_same_mobile,
gettext(u'The mobile belongs to other sales\' customer'))
is_defeated = Customer.is_defeated(data)
if not is_defeated:
# validate required fields if client ask for it.
if customer.status != 'draft':
data['required_validation'] = True
if not validate_required_fields(data):
raise EmptyRequiredFields(
gettext(u'Please fill all required fields'))
create_or_update_addl_info(customer, data)
for key, value in data.iteritems():
if hasattr(customer, key):
try:
setattr(customer, key, value)
except:
# ignore the errors here
pass
if not is_defeated:
customer.formal()
from application.models.hwaccount import HwjdAccount
if customer.store_id in HwjdAccount.find_active_hwjd_store_ids():
last_rx = Reception.find_last_rx_by_customer_id(customer.id)
if last_rx:
from application.queue import async_call
async_call("sync_hwjd_customer_rx", [last_rx.id])
else:
customer.defeated('NA')
return customer
def create_customer(sales_id):
sales = User.get_user_by_id_from_cache(sales_id)
if sales is None:
abort(400,
description=gettext(
u'Incorrect sales, cannot find sales with id %(id)'),
id=sales_id)
data = request.json
customer = None
if data.get('mobile', None):
customer = Customer.find_by_mobile(sales.store_id, data['mobile'])
from application.api.viewhelper import handle_no_rx_customer
customer = handle_no_rx_customer(customer)
if customer:
if customer.sales_id != sales.id:
raise NoPermissionOnCustomerException(
customer,
gettext(u'The mobile belongs to other sales\' customer'))
else:
raise DuplicatedCustomerException(gettext(
u'The mobile is the same as customer %(name)s',
name=customer.respect_name),
existing_customer_id=customer.id)
else:
customer = Customer(**data)
customer.store_id = sales.store_id
customer.sales_id = sales.id
customer.reset_status()
customer.save_and_flush()
return customer, 201, add_location_header(
dict(), url_for('api.get_customer', uid=customer.id))
def create_calllog(customer_id):
customer = Customer.find(customer_id)
if customer is None:
abort(400,
description=gettext(u'Customer with id %(id) not found',
id=customer))
data = request.json
data.pop('id', None)
data.pop('created_on', None)
data.pop('updated_on', None)
sequence_id = data.get('sequence_id', None)
call_log = None
if sequence_id:
call_log = Calllog.find_by_sequence_id(sequence_id)
if not call_log:
call_log = Calllog(**data)
call_log.customer_id = customer_id
call_log.store_id = customer.store_id
call_log.save_and_flush()
return call_log
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 get_customer(uid):
result = Customer.find_with_addl(uid)
if result is None:
abort(404,
description=gettext(u'customer with id %(id)s is not found',
id=uid))
return result
def sync_customers_of_sales(sales_id):
last_sync_date = request.args.get('last_sync_date', None)
try:
last_sync_date = datetime.datetime.fromtimestamp(int(last_sync_date))
except:
last_sync_date = None
bulk_size = parse_int(request.args.get('bulk_size', None), 100)
return Customer.find_all_by_sales_before_sync_in_bulk(
sales_id, last_sync_date, bulk_size)
def search_customer(cid):
mobile = request.json.get('mobile', None)
if mobile:
customer = Customer.find_by_mobile_with_sales_in_store(mobile, cid)
return customer
else:
abort(400,
description=gettext(u'Customer with mobile %(mobile)s not found',
mobile=mobile))
abort(400, description=gettext(u'Mobile is empty'))
def accept_reassign_customer(sid, cid):
customer = Customer.find(cid)
if customer is None or customer.sales_id != sid:
abort(
400,
description=gettext(
u'customer with id %(id)s is not found or not belongs to sales %(sid)s',
id=cid,
sid=sid))
customer.reassigned = 0
return customer
def update_reception(uid):
original_reception = get_reception(uid)
data = request.json
# only support update sales assignment for now
if data is None or data.get('sales_id', None) is None:
abort(400, description=gettext('invalid json request'))
new_assigned_sales = User.find(data['sales_id'])
if new_assigned_sales is None:
abort(400,
description=gettext('salespeople with id %(id)s is not found',
id=data['sales_id']))
# cancel original reception
original_reception.status = 'cancelled'
# update customer associate sales if the reception is not created from an appointment and customer is created today.
new_customer = None
if (not original_reception.appointment_id) \
and original_reception.customer.created_on.date() == datetime.today().date():
# create new customer from old one
new_customer_dict = obj_to_dict(original_reception.customer)
new_customer_dict.pop('id')
new_customer_dict.pop('last_reception_date')
new_customer_dict.pop('next_appointment_date')
new_customer_dict['sales_id'] = data['sales_id']
new_customer = Customer(**new_customer_dict)
# cancel original customer
original_reception.customer.status = 'cancelled'
original_reception.save_and_flush()
reception_cancelled.send(reception=original_reception)
# create new reception
new_reception_dict = obj_to_dict(original_reception)
new_reception_dict.pop('id')
new_reception_dict.pop('status')
if new_customer:
new_reception_dict.pop('customer_id')
new_reception_dict['customer'] = new_customer
new_reception_dict.pop('sales')
new_reception_dict['sales_id'] = new_assigned_sales.id
new_reception = Reception(**new_reception_dict)
new_reception.prev_rx_id = original_reception.id
new_reception.created_on = datetime.now()
new_reception.customer.last_reception_date = new_reception.created_on
new_reception.save_and_flush()
new_reception_created.send(new_reception=new_reception)
return new_reception
def customers():
current_user = g.user
store_id = get_or_set_store_id()
from application.forms.customer import CustomerSearchForm
search_form = CustomerSearchForm(request.args)
search_form.intent_level_filter.choices = get_intent_level_selection(
store_id)
search_form.intent_car_ids_filter.choices = get_intent_car_ids_selection(
store_id)
search_form.last_instore_filter.choices = get_last_instore_selection(
store_id)
search_form.status_filter.choices = get_status_selection()
search_form.sales_filter.choices = get_sales_selection(store_id)
# build query
query = dict()
if search_form.intent_level_filter.data not in ('None', 'all'):
query['intent_level'] = search_form.intent_level_filter.data
if search_form.intent_car_ids_filter.data not in ('None', 'all'):
query['intent_car_ids'] = search_form.intent_car_ids_filter.data
if search_form.last_instore_filter.data not in ('None', 'all'):
query['last_instore'] = search_form.last_instore_filter.data
if search_form.status_filter.data not in ('None', 'all'):
query['status'] = search_form.status_filter.data
if search_form.keywords.data:
query['keywords'] = search_form.keywords.data
if search_form.sales_filter.data not in ('None', 'all'):
query['sales_id'] = search_form.sales_filter.data
if not current_user.has_role_in_current_store(USER_ROLE_STORE_MANAGER):
query.pop('sales_id', None)
# TODO:
scope = current_user.getDataScope('customer', store_id)
if scope:
scope.pop('store_id', None)
query.update(scope)
sort_params = SortMixin.get_order_query(search_form)
if sort_params:
query.update(sort_params)
query.update(get_page_info(request))
customers_list = Customer.find_all_with_last_appt_by_query_params_in_store(
store_id, **query)
return render_template('customers/customers.html',
selected_menu=CUSTOMER_MGMT,
form=search_form,
customers=customers_list,
back_endpoint=request.args.get(
'back_endpoint', None))
def assign_customer(cid):
customer = Customer.find(cid)
if customer is None:
abort(400,
description=gettext(u'customer with id %(id)s is not found',
id=cid))
new_sales_id = request.json.get('sales_id')
if new_sales_id is None:
abort(400, description=gettext(u'new sales id is empty'))
customer.reassign(new_sales_id)
return customer
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 bulk_assign_store_customers(store_id):
# currently only support bulk reassign defeated customers by last reception date
new_sales_id = request.json.get('sales_id')
if new_sales_id is None:
abort(400, description=gettext(u'new sales id is empty'))
rx_date_from = request.json.get('rx_date_from')
rx_date_to = request.json.get('rx_date_to')
if not rx_date_from or not rx_date_to:
abort(400, description=u"rx_date_from or rx_date_to can't be empty")
customers = Customer.find_all_defeated_in_store_by_last_reception_date(
store_id, rx_date_from, rx_date_to)
for customer in customers:
customer.reassign(new_sales_id)
return customers
def search_sales_customer(sales_id):
sales = User.get_user_by_id_from_cache(sales_id)
data = request.json
mobile = data.get('mobile', None)
if mobile:
customer = Customer.find_by_mobile(sales.store_id, mobile)
if customer:
if customer.sales_id == sales.id:
return customer
else:
raise NoPermissionOnCustomerException(
customer,
gettext(u'The mobile belongs to other sales\' customer'))
else:
abort(400,
description=gettext(
u'Customer with mobile %(mobile)s not found',
mobile=mobile))
else:
abort(400, description=gettext(u'Mobile is empty'))
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 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 populate_customer_from_request(data, store_id, user_id):
from application.models.customer import Customer
customer_id = extract_customer_id(data)
customer_data = data.get('customer')
customer = None
if not customer_id and not customer_data:
abort(400,
description=gettext(
'either customer_id or customer has to be provided'))
elif customer_id:
customer = Customer.find(customer_id)
if not customer:
abort(400,
description=gettext('customer with id %(id)s is not found',
id=data['customer_id']))
elif unicode(customer.sales_id) != unicode(user_id) and data.get(
'force', None) != 'force':
raise NoPermissionOnCustomerException(
customer,
gettext(
u'the customer %(name)s you are operating does not belong to you. Please contact your sales manager',
name=customer.name))
else:
if customer_data.get('mobile', None):
customer = Customer.find_by_mobile(store_id,
customer_data['mobile'])
customer = handle_no_rx_customer(customer)
if customer and unicode(
customer.sales_id) != unicode(user_id) and data.get(
'force', None) != 'force':
raise NoPermissionOnCustomerException(
customer,
gettext(
u'the customer %(name)s you are operating does not belong to you. Please contact your sales manager',
name=customer.name))
if not customer:
customer = Customer(**customer_data)
customer.store_id = store_id
customer.sales_id = user_id
data['customer'] = customer
return data
def cleanup_today_invalid_receptions():
"""
Find id in user which username is invalid reception
Set status is cancelled which in reception and customer
"""
users = User.find_all_by_sales_name(INSTORE_NO_RX_LEAD)
cancelled_rx_count = 0
cancelled_cus_count = 0
invalid_cancelled = {}
if len(users) != 0:
for invalid_user in users:
sales_id = invalid_user.id
cancelled_rx_count += Reception.cancel_receptions_by_sales_id(
sales_id)
cancelled_cus_count += Customer.cancel_not_filed_customers_by_sales_id(
sales_id)
invalid_cancelled['cancelled_rx_count'] = cancelled_rx_count
invalid_cancelled['cancelled_cus_count'] = cancelled_cus_count
return invalid_cancelled
def get_customers_of_sales(sales_id):
return Customer.find_all_by_sales(sales_id, **get_page_info(request))
def get_tbu_customers_of_sales(sales_id):
return Customer.find_all_in_tbu_by_sales(sales_id)
def get_all_store_customers(sid):
status = request.args.get('status', None)
return Customer.find_all_by_store_in_status(sid, status,
**get_page_info(request))
