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 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 count_rr_rx(start, end, store_id): result = [] refered_customers_rx_ids = Reception.count_all_refered_between_dates_in_store( start, end, store_id) if len(refered_customers_rx_ids) > 0: result.extend(refered_customers_rx_ids) reorder_customers_rx_ids = Reception.count_all_reorder_between_dates_in_store( start, end, store_id) if len(reorder_customers_rx_ids) > 0: result.extend(reorder_customers_rx_ids) return len(set(result))
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 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 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 get_reception(uid): result = Reception.find(uid) if result is None: abort(404, description=gettext(u'reception with id %(id)s is not found', id=uid)) return result
def update_sales_status(store_id, sales_id, status=None): old_status = SalesStatus.get_sales_status(store_id, sales_id) if status is None and old_status == 'leave': return if status is None: if Reception.exist_sales_incomplete_receptions_of_today(sales_id): status = 'busy' else: status = 'free' SalesStatus.set_sales_status(store_id, sales_id, status)
def update_sales_status(sales_id): status = request.json.get('name') sales = User.find(sales_id) if not sales: abort(400, description=gettext(u'sales with id (%id)s is not found', id=sales_id)) if status == 'free' and Reception.exist_sales_incomplete_receptions_of_today(sales_id): raise InvalidSalesStatusTransitionException( gettext(u'sales %(name)s can not be free because there is incomplete receptions', name=sales.username)) else: SalesStatus.set_sales_status(sales.store_id, sales.id, status) return {sales_id: status}
def cleanup_today_receptions(): """ Could be scheduled every morning 7:00 AM. Complete un-completed receptions today. :return: """ store_id = request.args.get('store_id', None) process_date = parse_date(request.args.get('process_date', None), default=datetime.date.today()) reason = 'Daily Cleanup' receptions_cleanup = {} if store_id: receptions = Reception.complete_all_of_date_for_store( store_id, process_date, reason, 'system') else: receptions = Reception.complete_all_of_today(process_date, reason, 'system') receptions_cleanup['store_id'] = store_id receptions_cleanup['process_date'] = process_date receptions_cleanup['processed_count'] = len(receptions) return receptions_cleanup
def reset_all_sales_status(store_id): existing_sales_status = SalesStatus.get_all_sales_status(store_id) incomplete_rx_count_by_sales = Reception.count_all_incomplete_of_today_by_sales( store_id) new_sales_status = { str(r[0]): 'busy' if r[1] > 0 else 'free' for r in incomplete_rx_count_by_sales } for sales_id, sales_status in existing_sales_status.iteritems(): if sales_status != 'leave': existing_sales_status[sales_id] = new_sales_status.get( sales_id, 'free') SalesStatus.set_sales_status_from_mapping(store_id, existing_sales_status)
def get_unordered_customers_count_by_intent_level(start, end, store_id): uoc_stats = Reception.get_unordered_customers_count_by_intent_level_between_dates_in_store( start, end, store_id) uoc_stats = {s[1]: s[0] for s in uoc_stats} intent_levels_dict = LookupValue.find_all_in_dict_by_lookup_name_of_store_from_cache( long(store_id), 'intent-level') result = [] for code, value in intent_levels_dict.iteritems(): stats = uoc_stats.get(code, 0) if stats != 0: result.append((value.value, stats)) return result
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 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 get_rx_customers_count_by_car_models(start, end, store_id): rx_customers_by_car = Reception.get_rx_customers_count_by_car_models_bwteeen_dates_in_stores( start, end, store_id) intent_cars_dict = LookupValue.find_all_in_dict_by_lookup_name_of_store_from_cache( long(store_id), 'intent-car') result = dict() for code, value in intent_cars_dict.iteritems(): count = 0 for stats in rx_customers_by_car: # need to calc count again since there would be multiple intent cars seperated by comma. if code in stats[1]: count += stats[0] if count > 0: result[code] = count return result
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 leads(): current_user = g.user store_id = current_user.store_id from application.forms.lead import LeadSearchForm search_form = LeadSearchForm(request.args) 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.on_file.data: query['on_file'] = search_form.on_file.data query.update(get_page_info(request)) rx = Reception.find_all_leads_by_query_params_in_store(store_id, **query) return render_template('leads/leads.html', selected_menu=LEADS_VIEW, form=search_form, leads=rx, back_endpoint=request.args.get('back_endpoint', None), today=datetime.date.today())
def receptions(): current_user = g.user store_id = get_or_set_store_id() from application.forms.reception import RxSearchForm search_form = RxSearchForm(request.args) search_form.type_filter.choices = get_type_selection() search_form.sales_filter.choices = get_sales_selection(store_id) search_form.status_filter.choices = get_status_selection() 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.sales_filter.data not in ('None', 'all'): query['sales_filter'] = search_form.sales_filter.data if search_form.incomplete.data: query['incomplete'] = search_form.incomplete.data if search_form.status_filter.data not in ('None', 'all'): query['status'] = search_form.status_filter.data sort_params = SortMixin.get_order_query(search_form) if sort_params: query.update(sort_params) query.update(get_page_info(request)) receptions = Reception.find_all_by_query_params_in_store(store_id, **query) return render_template('receptions/receptions.html', selected_menu=RX_VIEW, form=search_form, receptions=receptions, back_endpoint=request.args.get( 'back_endpoint', None), today=datetime.date.today())
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 sync_hwjd_customer_rx_by_date(store_id, date_str): receptions = Reception.find_all_by_date_in_store(date_str, store_id) for rx in receptions: sync_rx_with_hwjd_oa(rx)
def stats_summary(): now = datetime.datetime.now() today = datetime.date.today() first_day_of_currrent_month = datetime.date.today().replace(day=1) store_id = get_or_set_store_id() current_endpoint = 'mmgmt.stats_summary' orders_stats = dict() orders_stats['today_orders_count'] = Order.count_orders_by_date_and_store( today, store_id) orders_stats[ 'today_delivered_count'] = Order.count_delivered_orders_between_date_and_store( store_id, today, today) orders_stats[ 'current_month_delivered_count'] = Order.count_delivered_orders_between_date_and_store( store_id, first_day_of_currrent_month, today) orders_stats['undelivered_count'] = Order.count_all_new_orders_by_store( store_id) # inv_status = dict() # inv_status['total_inv'] = ? rx_stats = dict() from application.models.reception import Reception today_receptions = Reception.find_all_of_today_in_store(store_id) rx_stats['rx_new'] = len( [rx for rx in today_receptions if rx.rx_type == 'new']) rx_stats['rx_appt_new'] = len( [rx for rx in today_receptions if rx.rx_type == 'appt_new']) rx_stats['rx_appt'] = len( [rx for rx in today_receptions if rx.rx_type == 'appt']) rx_stats['rx_other'] = len( [rx for rx in today_receptions if rx.rx_type == 'other']) rx_stats['rx_total'] = len(today_receptions) rx_stats['rx_instore'] = len( [rx for rx in today_receptions if rx.status != 'completed']) 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_delivered_order_url_params = order_url_params.copy() monthly_delivered_order_url_params.update({ 'start_date': datetime.date.today().replace(day=1).strftime(DATE_FORMAT) }) monthly_delivered_order_url_params['status_filter'] = 'delivered' monthly_delivered_order_url_params['history'] = 'y' all_new_order_url_params = order_url_params.copy() all_new_order_url_params['start_date'] = '' all_new_order_url_params['end_date'] = '' all_new_order_url_params['status_filter'] = 'new' return render_template( 'mmgmt/summary.html', today_str=format_date_zh(datetime.date.today()), orders_stats=orders_stats, rx_stats=rx_stats, 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_delivered_order_url_params=monthly_delivered_order_url_params, all_new_order_url_params=all_new_order_url_params)
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 sync_hwjd_customer_rx(reception_id): reception = Reception.find(reception_id) if reception: sync_rx_with_hwjd_oa(reception)
def get_customer_receptions(customer_id): sales_id = request.args.get("sales_id", None) return Reception.find_all_by_customer_sales(customer_id, sales_id)
def get_today_receptions_by_status_of_sales(sale_id, status): return Reception.find_all_of_today_of_sales_by_status(sale_id, status)
def get_today_receptions(store_id): return Reception.find_all_of_today_in_store(store_id)
def create_reception(): data = request.json if data is None: abort(400, description=gettext('invalid json request')) try: populate_customer_from_request(data, data.get('store_id'), data.get('sales_id')) except NoPermissionOnCustomerException, npe: raise IncorrectSalesAssignmentException( 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'
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)