utilities/transaction_base.py - Clicks/Forks/ERPNext - Gitiles

 # ERPNext - web based ERP (http://erpnext.com)
 # Copyright (C) 2012 Web Notes Technologies Pvt Ltd
 #
 # This program is free software: you can redistribute it and/or modify
 # it under the terms of the GNU General Public License as published by
 # the Free Software Foundation, either version 3 of the License, or
 # (at your option) any later version.
 #
 # This program is distributed in the hope that it will be useful,
 # but WITHOUT ANY WARRANTY; without even the implied warranty of
 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
 # GNU General Public License for more details.
 #
 # You should have received a copy of the GNU General Public License
 # along with this program.  If not, see <http://www.gnu.org/licenses/>.

 from __future__ import unicode_literals
 import webnotes
 from webnotes.utils import load_json, cstr, flt
 from webnotes.model.doc import addchild

 from webnotes.model.controller import DocListController

 class TransactionBase(DocListController):
 	# Get Customer Default Primary Address - first load
 	def get_default_customer_address(self, args=''):
 		address_text, address_name = self.get_address_text(customer=self.doc.customer)
 		self.doc.customer_address = address_name or ''
 		self.doc.address_display = address_text or ''
 		self.doc.fields.update(self.get_contact_text(customer=self.doc.customer))

 		if args != 'onload':
 			self.get_customer_details(self.doc.customer)
 			self.get_sales_person(self.doc.customer)

 	# Get Customer Default Shipping Address - first load
 	# -----------------------
 	def get_default_customer_shipping_address(self, args=''):
 		address_text, address_name = self.get_address_text(customer=self.doc.customer,is_shipping_address=1)
 		self.doc.customer_address = address_name or ''
 		self.doc.address_display = address_text or ''
 		self.doc.fields.update(self.get_contact_text(customer=self.doc.customer))

 		if self.doc.doctype != 'Quotation' and args != 'onload':
 			self.get_customer_details(self.doc.customer)
 			self.get_sales_person(self.doc.customer)

 	# Get Customer Address
 	# -----------------------
 	def get_customer_address(self, args):
 		args = load_json(args)
 		address_text, address_name = self.get_address_text(address_name=args['address'])
 		ret = {
 			'customer_address' : address_name,
 			'address_display' : address_text,
 		}

 		ret.update(self.get_contact_text(contact_name=args['contact']))

 		return ret

 	# Get Address Text
 	# -----------------------
 	def get_address_text(self, customer=None, address_name=None, supplier=None, is_shipping_address=None):
 		if customer:
 			cond = customer and 'customer="%s"' % customer or 'name="%s"' % address_name
 		elif supplier:
 			cond = supplier and 'supplier="%s"' % supplier or 'name="%s"' % address_name
 		else:
 			cond = 'name="%s"' % address_name

 		if is_shipping_address:
 			details = webnotes.conn.sql("select name, address_line1, address_line2, city, country, pincode, state, phone, fax from `tabAddress` where %s and docstatus != 2 order by is_shipping_address desc, is_primary_address desc limit 1" % cond, as_dict = 1)
 		else:
 			details = webnotes.conn.sql("select name, address_line1, address_line2, city, country, pincode, state, phone, fax from `tabAddress` where %s and docstatus != 2 order by is_primary_address desc limit 1" % cond, as_dict = 1)

 		extract = lambda x: details and details[0] and details[0].get(x,'') or ''
 		address_fields = [('','address_line1'),('\n','address_line2'),('\n','city'),('\n','state'),(' ','pincode'),('\n','country'),('\nPhone: ','phone'),('\nFax: ', 'fax')]
 		address_display = ''.join([a[0]+extract(a[1]) for a in address_fields if extract(a[1])])
 		if address_display.startswith('\n'): address_display = address_display[1:]

 		address_name = details and details[0]['name'] or ''
 		return address_display, address_name

 	# Get Contact Text
 	# -----------------------
 	def get_contact_text(self, customer=None, contact_name=None, supplier=None):
 		if customer:
 			cond = customer and 'customer="%s"' % customer or 'name="%s"' % contact_name
 		elif supplier:
 			cond = supplier and 'supplier="%s"' % supplier or 'name="%s"' % contact_name
 		else:
 			cond = 'name="%s"' % contact_name

 		details = webnotes.conn.sql("select name, first_name, last_name, email_id, phone, mobile_no, department, designation from `tabContact` where %s and docstatus != 2 order by is_primary_contact desc limit 1" % cond, as_dict = 1)

 		extract = lambda x: details and details[0] and details[0].get(x,'') or ''
 		contact_fields = [('','first_name'),(' ','last_name')]
 		contact_display = ''.join([a[0]+cstr(extract(a[1])) for a in contact_fields if extract(a[1])])
 		if contact_display.startswith('\n'): contact_display = contact_display[1:]

 		return {
 			"contact_display": contact_display,
 			"contact_person": details and details[0]["name"] or "",
 			"contact_email": details and details[0]["email_id"] or "",
 			"contact_mobile": details and details[0]["mobile_no"] or "",
 			"contact_designation": details and details[0]["designation"] or "",
 			"contact_department": details and details[0]["department"] or "",
 		}

 	def get_customer_details(self, name):
 		"""
 			Get customer details like name, group, territory
 			and other such defaults
 		"""
 		customer_details = webnotes.conn.sql("""\
 			select
 				customer_name, customer_group, territory,
 				default_sales_partner, default_commission_rate, default_currency,
 				default_price_list
 			from `tabCustomer`
 			where name = %s and docstatus < 2""", name, as_dict=1)
 		if customer_details:
 			for f in ['customer_name', 'customer_group', 'territory']:
 				self.doc.fields[f] = customer_details[0][f] or self.doc.fields.get(f)

 			# fields prepended with default in Customer doctype
 			for f in ['sales_partner', 'commission_rate', 'currency']:
 				self.doc.fields[f] = customer_details[0]["default_%s" % f] or self.doc.fields.get(f)

 			# optionally fetch default price list from Customer Group
 			self.doc.price_list_name = (customer_details[0]['default_price_list']
 				or webnotes.conn.get_value('Customer Group', self.doc.customer_group,
 					'default_price_list')
 				or self.doc.fields.get('price_list_name'))

 	# Get Customer Shipping Address
 	# -----------------------
 	def get_shipping_address(self, name):
 		details = webnotes.conn.sql("select name, address_line1, address_line2, city, country, pincode, state, phone from `tabAddress` where customer = '%s' and docstatus != 2 order by is_shipping_address desc, is_primary_address desc limit 1" %(name), as_dict = 1)

 		extract = lambda x: details and details[0] and details[0].get(x,'') or ''
 		address_fields = [('','address_line1'),('\n','address_line2'),('\n','city'),(' ','pincode'),('\n','state'),('\n','country'),('\nPhone: ','phone')]
 		address_display = ''.join([a[0]+extract(a[1]) for a in address_fields if extract(a[1])])
 		if address_display.startswith('\n'): address_display = address_display[1:]

 		ret = {
 			'shipping_address_name' : details and details[0]['name'] or '',
 			'shipping_address' : address_display
 		}
 		return ret

 	# Get Lead Details
 	# -----------------------
 	def get_lead_details(self, name):
 		details = webnotes.conn.sql("select name, lead_name, address_line1, address_line2, city, country, state, pincode, territory, contact_no, mobile_no, email_id, company_name from `tabLead` where name = '%s'" %(name), as_dict = 1)

 		extract = lambda x: details and details[0] and details[0].get(x,'') or ''
 		address_fields = [('','address_line1'),('\n','address_line2'),('\n','city'),(' ','pincode'),('\n','state'),('\n','country'),('\nPhone: ','contact_no')]
 		address_display = ''.join([a[0]+extract(a[1]) for a in address_fields if extract(a[1])])
 		if address_display.startswith('\n'): address_display = address_display[1:]

 		ret = {
 			'lead_name' : extract('lead_name'),
 			'address_display' : address_display,
 			'territory' : extract('territory'),
 			'contact_mobile' : extract('mobile_no'),
 			'contact_email' : extract('email_id'),
 			'organization' : extract('company_name')
 		}
 		return ret


 	# Get Supplier Default Primary Address - first load
 	# -----------------------
 	def get_default_supplier_address(self, args):
 		args = load_json(args)
 		address_text, address_name = self.get_address_text(supplier=args['supplier'])
 		ret = {
 			'supplier_address' : address_name,
 			'address_display' : address_text,
 		}
 		ret.update(self.get_contact_text(supplier=args['supplier']))
 		ret.update(self.get_supplier_details(args['supplier']))
 		return ret

 	# Get Supplier Address
 	# -----------------------
 	def get_supplier_address(self, args):
 		args = load_json(args)
 		address_text, address_name = self.get_address_text(address_name=args['address'])
 		ret = {
 			'supplier_address' : address_name,
 			'address_display' : address_text,
 		}
 		ret.update(self.get_contact_text(contact_name=args['contact']))
 		return ret

 	# Get Supplier Details
 	# -----------------------
 	def get_supplier_details(self, name):
 		supplier_details = webnotes.conn.sql("""\
 			select supplier_name, default_currency
 			from `tabSupplier`
 			where name = %s and docstatus < 2""", name, as_dict=1)
 		if supplier_details:
 			return {
 				'supplier_name': (supplier_details[0]['supplier_name']
 					or self.doc.fields.get('supplier_name')),
 				'currency': (supplier_details[0]['default_currency']
 					or self.doc.fields.get('currency')),
 			}
 		else:
 			return {}

 	# Get Sales Person Details of Customer
 	# ------------------------------------
 	def get_sales_person(self, name):
 		self.doclist = self.doc.clear_table(self.doclist,'sales_team')
 		idx = 0
 		for d in webnotes.conn.sql("select sales_person, allocated_percentage, allocated_amount, incentives from `tabSales Team` where parent = '%s'" % name):
 			ch = addchild(self.doc, 'sales_team', 'Sales Team', self.doclist)
 			ch.sales_person = d and cstr(d[0]) or ''
 			ch.allocated_percentage = d and flt(d[1]) or 0
 			ch.allocated_amount = d and flt(d[2]) or 0
 			ch.incentives = d and flt(d[3]) or 0
 			ch.idx = idx
 			idx += 1

 	def load_notification_message(self):
 		dt = self.doc.doctype.lower().replace(" ", "_")
 		if int(webnotes.conn.get_value("Notification Control", None, dt) or 0):
 			self.doc.fields["__notification_message"] = \
 				webnotes.conn.get_value("Notification Control", None, dt + "_message")

 	def add_communication_list(self):
 		# remove communications if present
 		self.doclist = webnotes.doclist(self.doclist).get({
 			"doctype": ["!=", "Communcation"]})

 		comm_list = webnotes.conn.sql("""select * from tabCommunication
 			where %s=%s order by modified desc limit 20""" \
 			% (self.doc.doctype.replace(" ", "_").lower(), "%s"),
 			self.doc.name, as_dict=1)

 		[d.update({"doctype":"Communication"}) for d in comm_list]

 		self.doclist.extend(webnotes.doclist([webnotes.doc(fielddata=d) \
 			for d in comm_list]))
	# ERPNext - web based ERP (http://erpnext.com)
	# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
	#
	# This program is free software: you can redistribute it and/or modify
	# it under the terms of the GNU General Public License as published by
	# the Free Software Foundation, either version 3 of the License, or
	# (at your option) any later version.
	#
	# This program is distributed in the hope that it will be useful,
	# but WITHOUT ANY WARRANTY; without even the implied warranty of
	# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
	# GNU General Public License for more details.
	#
	# You should have received a copy of the GNU General Public License
	# along with this program. If not, see <http://www.gnu.org/licenses/>.

	from __future__ import unicode_literals
	import webnotes
	from webnotes.utils import load_json, cstr, flt
	from webnotes.model.doc import addchild

	from webnotes.model.controller import DocListController

	class TransactionBase(DocListController):
	# Get Customer Default Primary Address - first load
	def get_default_customer_address(self, args=''):
	address_text, address_name = self.get_address_text(customer=self.doc.customer)
	self.doc.customer_address = address_name or ''
	self.doc.address_display = address_text or ''
	self.doc.fields.update(self.get_contact_text(customer=self.doc.customer))

	if args != 'onload':
	self.get_customer_details(self.doc.customer)
	self.get_sales_person(self.doc.customer)

	# Get Customer Default Shipping Address - first load
	# -----------------------
	def get_default_customer_shipping_address(self, args=''):
	address_text, address_name = self.get_address_text(customer=self.doc.customer,is_shipping_address=1)
	self.doc.customer_address = address_name or ''
	self.doc.address_display = address_text or ''
	self.doc.fields.update(self.get_contact_text(customer=self.doc.customer))

	if self.doc.doctype != 'Quotation' and args != 'onload':
	self.get_customer_details(self.doc.customer)
	self.get_sales_person(self.doc.customer)

	# Get Customer Address
	# -----------------------
	def get_customer_address(self, args):
	args = load_json(args)
	address_text, address_name = self.get_address_text(address_name=args['address'])
	ret = {
	'customer_address' : address_name,
	'address_display' : address_text,
	}

	ret.update(self.get_contact_text(contact_name=args['contact']))

	return ret

	# Get Address Text
	# -----------------------
	def get_address_text(self, customer=None, address_name=None, supplier=None, is_shipping_address=None):
	if customer:
	cond = customer and 'customer="%s"' % customer or 'name="%s"' % address_name
	elif supplier:
	cond = supplier and 'supplier="%s"' % supplier or 'name="%s"' % address_name
	else:
	cond = 'name="%s"' % address_name

	if is_shipping_address:
	details = webnotes.conn.sql("select name, address_line1, address_line2, city, country, pincode, state, phone, fax from `tabAddress` where %s and docstatus != 2 order by is_shipping_address desc, is_primary_address desc limit 1" % cond, as_dict = 1)
	else:
	details = webnotes.conn.sql("select name, address_line1, address_line2, city, country, pincode, state, phone, fax from `tabAddress` where %s and docstatus != 2 order by is_primary_address desc limit 1" % cond, as_dict = 1)

	extract = lambda x: details and details[0] and details[0].get(x,'') or ''
	address_fields = [('','address_line1'),('\n','address_line2'),('\n','city'),('\n','state'),(' ','pincode'),('\n','country'),('\nPhone: ','phone'),('\nFax: ', 'fax')]
	address_display = ''.join([a[0]+extract(a[1]) for a in address_fields if extract(a[1])])
	if address_display.startswith('\n'): address_display = address_display[1:]

	address_name = details and details[0]['name'] or ''
	return address_display, address_name

	# Get Contact Text
	# -----------------------
	def get_contact_text(self, customer=None, contact_name=None, supplier=None):
	if customer:
	cond = customer and 'customer="%s"' % customer or 'name="%s"' % contact_name
	elif supplier:
	cond = supplier and 'supplier="%s"' % supplier or 'name="%s"' % contact_name
	else:
	cond = 'name="%s"' % contact_name

	details = webnotes.conn.sql("select name, first_name, last_name, email_id, phone, mobile_no, department, designation from `tabContact` where %s and docstatus != 2 order by is_primary_contact desc limit 1" % cond, as_dict = 1)

	extract = lambda x: details and details[0] and details[0].get(x,'') or ''
	contact_fields = [('','first_name'),(' ','last_name')]
	contact_display = ''.join([a[0]+cstr(extract(a[1])) for a in contact_fields if extract(a[1])])
	if contact_display.startswith('\n'): contact_display = contact_display[1:]

	return {
	"contact_display": contact_display,
	"contact_person": details and details[0]["name"] or "",
	"contact_email": details and details[0]["email_id"] or "",
	"contact_mobile": details and details[0]["mobile_no"] or "",
	"contact_designation": details and details[0]["designation"] or "",
	"contact_department": details and details[0]["department"] or "",
	}

	def get_customer_details(self, name):
	"""
	Get customer details like name, group, territory
	and other such defaults
	"""
	customer_details = webnotes.conn.sql("""\
	select
	customer_name, customer_group, territory,
	default_sales_partner, default_commission_rate, default_currency,
	default_price_list
	from `tabCustomer`
	where name = %s and docstatus < 2""", name, as_dict=1)
	if customer_details:
	for f in ['customer_name', 'customer_group', 'territory']:
	self.doc.fields[f] = customer_details[0][f] or self.doc.fields.get(f)

	# fields prepended with default in Customer doctype
	for f in ['sales_partner', 'commission_rate', 'currency']:
	self.doc.fields[f] = customer_details[0]["default_%s" % f] or self.doc.fields.get(f)

	# optionally fetch default price list from Customer Group
	self.doc.price_list_name = (customer_details[0]['default_price_list']
	or webnotes.conn.get_value('Customer Group', self.doc.customer_group,
	'default_price_list')
	or self.doc.fields.get('price_list_name'))

	# Get Customer Shipping Address
	# -----------------------
	def get_shipping_address(self, name):
	details = webnotes.conn.sql("select name, address_line1, address_line2, city, country, pincode, state, phone from `tabAddress` where customer = '%s' and docstatus != 2 order by is_shipping_address desc, is_primary_address desc limit 1" %(name), as_dict = 1)

	extract = lambda x: details and details[0] and details[0].get(x,'') or ''
	address_fields = [('','address_line1'),('\n','address_line2'),('\n','city'),(' ','pincode'),('\n','state'),('\n','country'),('\nPhone: ','phone')]
	address_display = ''.join([a[0]+extract(a[1]) for a in address_fields if extract(a[1])])
	if address_display.startswith('\n'): address_display = address_display[1:]

	ret = {
	'shipping_address_name' : details and details[0]['name'] or '',
	'shipping_address' : address_display
	}
	return ret

	# Get Lead Details
	# -----------------------
	def get_lead_details(self, name):
	details = webnotes.conn.sql("select name, lead_name, address_line1, address_line2, city, country, state, pincode, territory, contact_no, mobile_no, email_id, company_name from `tabLead` where name = '%s'" %(name), as_dict = 1)

	extract = lambda x: details and details[0] and details[0].get(x,'') or ''
	address_fields = [('','address_line1'),('\n','address_line2'),('\n','city'),(' ','pincode'),('\n','state'),('\n','country'),('\nPhone: ','contact_no')]
	address_display = ''.join([a[0]+extract(a[1]) for a in address_fields if extract(a[1])])
	if address_display.startswith('\n'): address_display = address_display[1:]

	ret = {
	'lead_name' : extract('lead_name'),
	'address_display' : address_display,
	'territory' : extract('territory'),
	'contact_mobile' : extract('mobile_no'),
	'contact_email' : extract('email_id'),
	'organization' : extract('company_name')
	}
	return ret


	# Get Supplier Default Primary Address - first load
	# -----------------------
	def get_default_supplier_address(self, args):
	args = load_json(args)
	address_text, address_name = self.get_address_text(supplier=args['supplier'])
	ret = {
	'supplier_address' : address_name,
	'address_display' : address_text,
	}
	ret.update(self.get_contact_text(supplier=args['supplier']))
	ret.update(self.get_supplier_details(args['supplier']))
	return ret

	# Get Supplier Address
	# -----------------------
	def get_supplier_address(self, args):
	args = load_json(args)
	address_text, address_name = self.get_address_text(address_name=args['address'])
	ret = {
	'supplier_address' : address_name,
	'address_display' : address_text,
	}
	ret.update(self.get_contact_text(contact_name=args['contact']))
	return ret

	# Get Supplier Details
	# -----------------------
	def get_supplier_details(self, name):
	supplier_details = webnotes.conn.sql("""\
	select supplier_name, default_currency
	from `tabSupplier`
	where name = %s and docstatus < 2""", name, as_dict=1)
	if supplier_details:
	return {
	'supplier_name': (supplier_details[0]['supplier_name']
	or self.doc.fields.get('supplier_name')),
	'currency': (supplier_details[0]['default_currency']
	or self.doc.fields.get('currency')),
	}
	else:
	return {}

	# Get Sales Person Details of Customer
	# ------------------------------------
	def get_sales_person(self, name):
	self.doclist = self.doc.clear_table(self.doclist,'sales_team')
	idx = 0
	for d in webnotes.conn.sql("select sales_person, allocated_percentage, allocated_amount, incentives from `tabSales Team` where parent = '%s'" % name):
	ch = addchild(self.doc, 'sales_team', 'Sales Team', self.doclist)
	ch.sales_person = d and cstr(d[0]) or ''
	ch.allocated_percentage = d and flt(d[1]) or 0
	ch.allocated_amount = d and flt(d[2]) or 0
	ch.incentives = d and flt(d[3]) or 0
	ch.idx = idx
	idx += 1

	def load_notification_message(self):
	dt = self.doc.doctype.lower().replace(" ", "_")
	if int(webnotes.conn.get_value("Notification Control", None, dt) or 0):
	self.doc.fields["__notification_message"] = \
	webnotes.conn.get_value("Notification Control", None, dt + "_message")

	def add_communication_list(self):
	# remove communications if present
	self.doclist = webnotes.doclist(self.doclist).get({
	"doctype": ["!=", "Communcation"]})

	comm_list = webnotes.conn.sql("""select * from tabCommunication
	where %s=%s order by modified desc limit 20""" \
	% (self.doc.doctype.replace(" ", "_").lower(), "%s"),
	self.doc.name, as_dict=1)

	[d.update({"doctype":"Communication"}) for d in comm_list]

	self.doclist.extend(webnotes.doclist([webnotes.doc(fielddata=d) \
	for d in comm_list]))