source: main/waeup.ikoba/trunk/src/waeup/ikoba/customers/utils.py @ 12526

Last change on this file since 12526 was 12526, checked in by Henrik Bettermann, 10 years ago

Extend customer registration workflow.

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[12018]1## $Id: utils.py 12526 2015-01-30 14:02:53Z henrik $
[11956]2##
3## Copyright (C) 2014 Uli Fouquet & Henrik Bettermann
4## This program is free software; you can redistribute it and/or modify
5## it under the terms of the GNU General Public License as published by
6## the Free Software Foundation; either version 2 of the License, or
7## (at your option) any later version.
8##
9## This program is distributed in the hope that it will be useful,
10## but WITHOUT ANY WARRANTY; without even the implied warranty of
11## MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
12## GNU General Public License for more details.
13##
14## You should have received a copy of the GNU General Public License
15## along with this program; if not, write to the Free Software
16## Foundation, Inc., 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA
17##
18"""General helper functions and utilities for the customer section.
19"""
[12035]20import re
21import os
[11956]22import grok
[12339]23from copy import deepcopy
[12182]24from StringIO import StringIO
[12051]25from reportlab.lib import colors
26from reportlab.lib.units import cm
27from reportlab.lib.pagesizes import A4
28from reportlab.lib.styles import getSampleStyleSheet
29from reportlab.platypus import Paragraph, Image, Table, Spacer
[12182]30from reportlab.platypus.flowables import PageBreak
31from PyPDF2 import PdfFileMerger, PdfFileReader, PdfFileWriter
[12051]32from zope.event import notify
33from zope.schema.interfaces import ConstraintNotSatisfied
34from zope.component import getUtility, createObject
35from zope.formlib.form import setUpEditWidgets
36from zope.i18n import translate
[12032]37from waeup.ikoba.interfaces import MessageFactory as _
[12051]38from waeup.ikoba.interfaces import (
[12090]39    STARTED, CREATED, REQUESTED, APPROVED, SUBMITTED, VERIFIED, REJECTED,
[12526]40    EXPIRED, PROVISIONALLY,
[12090]41    IIkobaUtils, IExtFileStore)
[11956]42from waeup.ikoba.customers.interfaces import ICustomersUtils
[12051]43from waeup.ikoba.browser.interfaces import IPDFCreator
44from waeup.ikoba.browser.pdf import (
45    ENTRY1_STYLE, format_html, NOTE_STYLE, HEADING_STYLE,
46    get_signature_tables, get_qrcode)
[11956]47
[12035]48RE_CUSTID_NON_NUM = re.compile('[^\d]+')
[11985]49
[11956]50def generate_customer_id():
51    customers = grok.getSite()['customers']
52    new_id = customers.unique_customer_id
53    return new_id
54
[12035]55def path_from_custid(customer_id):
56    """Convert a customer_id into a predictable relative folder path.
[11985]57
[12035]58    Used for storing files.
59
60    Returns the name of folder in which files for a particular customer
61    should be stored. This is a relative path, relative to any general
62    customers folder with 5 zero-padded digits (except when customer_id
63    is overlong).
64
65    We normally map 1,000 different customer ids into one single
66    path. For instance ``K1000000`` will give ``01000/K1000000``,
67    ``K1234567`` will give ``0123/K1234567`` and ``K12345678`` will
68    result in ``1234/K12345678``.
69
70    For lower numbers < 10**6 we return the same path for up to 10,000
71    customer_ids. So for instance ``KM123456`` will result in
72    ``00120/KM123456`` (there will be no path starting with
73    ``00123``).
74
75    Works also with overlong number: here the leading zeros will be
76    missing but ``K123456789`` will give reliably
77    ``12345/K123456789`` as expected.
78    """
79    # remove all non numeric characters and turn this into an int.
80    num = int(RE_CUSTID_NON_NUM.sub('', customer_id))
81    if num < 10**6:
82        # store max. of 10000 custs per folder and correct num for 5 digits
83        num = num / 10000 * 10
84    else:
85        # store max. of 1000 custs per folder
86        num = num / 1000
87    # format folder name to have 5 zero-padded digits
88    folder_name = u'%05d' % num
89    folder_name = os.path.join(folder_name, customer_id)
90    return folder_name
91
[12051]92SLIP_STYLE = [
93    ('VALIGN',(0,0),(-1,-1),'TOP'),
94    #('FONT', (0,0), (-1,-1), 'Helvetica', 11),
95    ]
96
97CONTENT_STYLE = [
98    ('VALIGN',(0,0),(-1,-1),'TOP'),
99    #('FONT', (0,0), (-1,-1), 'Helvetica', 8),
100    #('TEXTCOLOR',(0,0),(-1,0),colors.white),
101    #('BACKGROUND',(0,0),(-1,0),colors.black),
102    ('INNERGRID', (0,0), (-1,-1), 0.25, colors.black),
103    ('BOX', (0,0), (-1,-1), 1, colors.black),
104
105    ]
106
107FONT_SIZE = 10
108FONT_COLOR = 'black'
109
110def trans(text, lang):
111    # shortcut
[12432]112    return translate(text, 'waeup.ikoba', target_language=lang)
[12051]113
114
115def formatted_text(text, color=FONT_COLOR, lang='en'):
116    """Turn `text`, `color` and `size` into an HTML snippet.
117
118    The snippet is suitable for use with reportlab and generating PDFs.
119    Wraps the `text` into a ``<font>`` tag with passed attributes.
120
121    Also non-strings are converted. Raw strings are expected to be
122    utf-8 encoded (usually the case for widgets etc.).
123
124    Finally, a br tag is added if widgets contain div tags
125    which are not supported by reportlab.
126
127    The returned snippet is unicode type.
128    """
129    if not isinstance(text, unicode):
130        if isinstance(text, basestring):
131            text = text.decode('utf-8')
132        else:
133            text = unicode(text)
134    if text == 'None':
135        text = ''
136    # Mainly for boolean values we need our customized
137    # localisation of the zope domain
138    text = translate(text, 'zope', target_language=lang)
139    text = text.replace('</div>', '<br /></div>')
140    tag1 = u'<font color="%s">' % (color)
141    return tag1 + u'%s</font>' % text
142
143def render_customer_data(customerview, context, omit_fields=(),
144                        lang='en', slipname=None):
145    """Render customer table for an existing frame.
146    """
147    width, height = A4
148    set_up_widgets(customerview, ignore_request=True)
149    data_left = []
150    data_middle = []
151    style = getSampleStyleSheet()
152    img = getUtility(IExtFileStore).getFileByContext(
153        customerview.context, attr='passport.jpg')
154    if img is None:
155        from waeup.ikoba.browser import DEFAULT_PASSPORT_IMAGE_PATH
156        img = open(DEFAULT_PASSPORT_IMAGE_PATH, 'rb')
157    doc_img = Image(img.name, width=4*cm, height=4*cm, kind='bound')
158    data_left.append([doc_img])
159    #data.append([Spacer(1, 12)])
160
161    f_label = trans(_('Name:'), lang)
162    f_label = Paragraph(f_label, ENTRY1_STYLE)
163    f_text = formatted_text(customerview.context.display_fullname)
164    f_text = Paragraph(f_text, ENTRY1_STYLE)
165    data_middle.append([f_label,f_text])
166
167    for widget in customerview.widgets:
168        if 'name' in widget.name:
169            continue
170        f_label = translate(
171            widget.label.strip(), 'waeup.ikoba',
172            target_language=lang)
173        f_label = Paragraph('%s:' % f_label, ENTRY1_STYLE)
174        f_text = formatted_text(widget(), lang=lang)
175        f_text = Paragraph(f_text, ENTRY1_STYLE)
176        data_middle.append([f_label,f_text])
177
178    if getattr(customerview.context, 'certcode', None):
179        if not 'date_of_birth' in omit_fields:
180            f_label = trans(_('Date of Birth:'), lang)
181            f_label = Paragraph(f_label, ENTRY1_STYLE)
182            date_of_birth = customerview.context.date_of_birth
183            tz = getUtility(IIkobaUtils).tzinfo
184            date_of_birth = to_timezone(date_of_birth, tz)
185            if date_of_birth is not None:
186                date_of_birth = date_of_birth.strftime("%d/%m/%Y")
187            f_text = formatted_text(date_of_birth)
188            f_text = Paragraph(f_text, ENTRY1_STYLE)
189            data_middle.append([f_label,f_text])
190
191    # append QR code to the right
192    if slipname:
193        url = customerview.url(context, slipname)
194        data_right = [[get_qrcode(url, width=70.0)]]
195        table_right = Table(data_right,style=SLIP_STYLE)
196    else:
197        table_right = None
198
199    table_left = Table(data_left,style=SLIP_STYLE)
200    table_middle = Table(data_middle,style=SLIP_STYLE, colWidths=[5*cm, 5*cm])
201    table = Table([[table_left, table_middle, table_right],],style=SLIP_STYLE)
202    return table
203
204def render_table_data(tableheader, tabledata, lang='en'):
205    """Render children table for an existing frame.
206    """
207    data = []
208    #data.append([Spacer(1, 12)])
209    line = []
210    style = getSampleStyleSheet()
211    for element in tableheader:
212        field = '<strong>%s</strong>' % formatted_text(element[0], lang=lang)
213        field = Paragraph(field, style["Normal"])
214        line.append(field)
215    data.append(line)
216    for ticket in tabledata:
217        line = []
218        for element in tableheader:
219              field = formatted_text(getattr(ticket,element[1],u' '))
220              field = Paragraph(field, style["Normal"])
221              line.append(field)
222        data.append(line)
223    table = Table(data,colWidths=[
224        element[2]*cm for element in tableheader], style=CONTENT_STYLE)
225    return table
226
227def docs_as_flowables(view, lang='en'):
228    """Create reportlab flowables out of scanned docs.
229    """
230    # XXX: fix circular import problem
[12223]231    from waeup.ikoba.browser.fileviewlets import FileManager
[12051]232    from waeup.ikoba.browser import DEFAULT_IMAGE_PATH
233    style = getSampleStyleSheet()
234    data = []
235
236    # Collect viewlets
237    fm = FileManager(view.context, view.request, view)
238    fm.update()
239    if fm.viewlets:
[12062]240        sc_translation = trans(_('Connected Files'), lang)
[12051]241        data.append(Paragraph(sc_translation, HEADING_STYLE))
242        # Insert list of scanned documents
243        table_data = []
244        for viewlet in fm.viewlets:
245            if viewlet.file_exists:
246                # Show viewlet only if file exists
247                f_label = Paragraph(trans(viewlet.label, lang), ENTRY1_STYLE)
248                img_path = getattr(getUtility(IExtFileStore).getFileByContext(
249                    view.context, attr=viewlet.download_name), 'name', None)
250                #f_text = Paragraph(trans(_('(not provided)'),lang), ENTRY1_STYLE)
251                if img_path is None:
252                    pass
[12185]253                elif img_path[-4:] == '.pdf':
254                    f_text = Paragraph('%s (see file attached)' % (
255                        viewlet.title,), ENTRY1_STYLE)
[12051]256                elif not img_path[-4:] in ('.jpg', '.JPG'):
257                    # reportlab requires jpg images, I think.
[12185]258                    f_text = Paragraph('%s (no preview available)' % (
[12051]259                        viewlet.title,), ENTRY1_STYLE)
260                else:
261                    f_text = Image(img_path, width=2*cm, height=1*cm, kind='bound')
262                table_data.append([f_label, f_text])
263        if table_data:
264            # safety belt; empty tables lead to problems.
265            data.append(Table(table_data, style=SLIP_STYLE))
266    return data
267
268
269def set_up_widgets(view, ignore_request=False):
270    view.adapters = {}
271    view.widgets = setUpEditWidgets(
272        view.form_fields, view.prefix, view.context, view.request,
273        adapters=view.adapters, for_display=True,
274        ignore_request=ignore_request
275        )
276
[12097]277def generate_contract_id():
278    new_id = grok.getSite().unique_contract_id
[12089]279    return new_id
280
[11956]281class CustomersUtils(grok.GlobalUtility):
282    """A collection of methods subject to customization.
283    """
284    grok.implements(ICustomersUtils)
285
286    #: A prefix used when generating new customer ids. Each customer id will
287    #: start with this string. The default is 'K'.
288    CUSTOMER_ID_PREFIX = u'K'
[11971]289
[12088]290    CUSTMANAGE_CUSTOMER_STATES = (STARTED,)
[12018]291
[12526]292    DOCMANAGE_CUSTOMER_STATES = (REQUESTED, APPROVED, PROVISIONALLY)
[12032]293
[12088]294    DOCMANAGE_DOCUMENT_STATES = (CREATED,)
295
[12339]296    CONMANAGE_CUSTOMER_STATES = deepcopy(DOCMANAGE_CUSTOMER_STATES)
[12088]297
[12099]298    CONMANAGE_CONTRACT_STATES = (CREATED,)
[12088]299
[12087]300    TRANSLATED_CUSTOMER_STATES = {
[12032]301        CREATED: _('created'),
302        STARTED: _('started'),
303        REQUESTED: _('requested'),
304        APPROVED: _('approved'),
[12526]305        PROVISIONALLY: _('provisionally approved'),
[12032]306        }
[12051]307
[12097]308    TRANSLATED_CONTRACT_STATES = {
[12090]309        CREATED: _('created'),
310        SUBMITTED: _('submitted for approval'),
311        APPROVED: _('approved'),
312        REJECTED: _('rejected'),
313        EXPIRED:_('expired')
[12089]314        }
315
[12214]316    TRANSLATED_DOCUMENT_STATES = {
317        CREATED: _('created'),
318        SUBMITTED: _('submitted for verification'),
319        VERIFIED: _('verified'),
320        REJECTED: _('rejected'),
321        EXPIRED:_('expired')
322        }
323
[12053]324    DOCTYPES_DICT = {
[12199]325        'CustomerSampleDocument': _('Sample Document'),
326        'CustomerPDFDocument': _('PDF Document'),
[12053]327        }
328
[12099]329    CONTYPES_DICT = {
[12199]330        'SampleContract': _('Sample Contract'),
[12090]331        }
332
[12339]333    SELECTABLE_DOCTYPES_DICT = deepcopy(DOCTYPES_DICT)
[12053]334
[12339]335    SELECTABLE_CONTYPES_DICT = deepcopy(CONTYPES_DICT)
[12090]336
[12297]337    EXPORTER_NAMES = ('customers', 'customersampledocuments', 'samplecontracts')
338
[12051]339    def getPDFCreator(self, context=None):
340        """Get a pdf creator suitable for `context`.
341
342        The default implementation always returns the default creator.
343        """
344        return getUtility(IPDFCreator)
345
346    def renderPDF(self, view, filename='slip.pdf', customer=None,
347                  customerview=None,
348                  tableheader=[], tabledata=[],
349                  note=None, signatures=None, sigs_in_footer=(),
350                  show_scans=True, show_history=True, topMargin=1.5,
[12184]351                  omit_fields=(), mergefiles=None, watermark=None):
[12051]352        """Render pdf slips for various pages.
353        """
354        portal_language = getUtility(IIkobaUtils).PORTAL_LANGUAGE
355        style = getSampleStyleSheet()
356        creator = self.getPDFCreator()
357        data = []
358        doc_title = view.label
359        author = '%s (%s)' % (view.request.principal.title,
360                              view.request.principal.id)
361        footer_text = view.label.split('\n')
362        if len(footer_text) > 2:
363            # We can add a department in first line
364            footer_text = footer_text[1]
365        else:
366            # Only the first line is used for the footer
367            footer_text = footer_text[0]
368        if getattr(customer, 'customer_id', None) is not None:
369            footer_text = "%s - %s - " % (customer.customer_id, footer_text)
370
371        # Insert customer data table
372        if customer is not None:
[12491]373            if view.__name__ == 'contract_slip.pdf':
374                bd_translation = trans(_('Contractor'), portal_language)
375                data.append(Paragraph(bd_translation, HEADING_STYLE))
376            if view.__name__ == 'document_slip.pdf':
377                bd_translation = trans(_('Document Owner'), portal_language)
378                data.append(Paragraph(bd_translation, HEADING_STYLE))
[12051]379            data.append(render_customer_data(
380                customerview, view.context, omit_fields, lang=portal_language,
381                slipname=filename))
382
383        # Insert widgets
384        if view.form_fields:
[12491]385            if view.__name__ == 'contract_slip.pdf':
386                data_header = trans(_('Contract Data'), portal_language)
387                data.append(Paragraph(data_header, HEADING_STYLE))
[12051]388            separators = getattr(self, 'SEPARATORS_DICT', {})
389            table = creator.getWidgetsTable(
390                view.form_fields, view.context, None, lang=portal_language,
391                separators=separators)
392            data.append(table)
393
394        # Insert scanned docs
395        if show_scans:
396            data.extend(docs_as_flowables(view, portal_language))
397
398        # Insert history
399        if show_history:
[12062]400            if getattr(view.context, 'history', None):
[12490]401                hist_translation = trans(_('Transaction History'),
402                    portal_language)
[12062]403                data.append(Paragraph(hist_translation, HEADING_STYLE))
[12490]404                data.extend(
405                    creator.fromStringList(view.context.history.messages))
[12062]406            else:
[12490]407                hist_translation = trans(_('Registration History'),
408                    portal_language)
[12062]409                data.append(Paragraph(hist_translation, HEADING_STYLE))
410                data.extend(creator.fromStringList(customer.history.messages))
[12051]411
412        # Insert content tables (optionally on second page)
413        if hasattr(view, 'tabletitle'):
414            for i in range(len(view.tabletitle)):
415                if tabledata[i] and tableheader[i]:
416                    #data.append(PageBreak())
417                    #data.append(Spacer(1, 20))
418                    data.append(Paragraph(view.tabletitle[i], HEADING_STYLE))
419                    data.append(Spacer(1, 8))
420                    contenttable = render_table_data(tableheader[i],tabledata[i])
421                    data.append(contenttable)
422
[12368]423        # Insert terms and conditions
424        if hasattr(view, 'terms_and_conditions'):
425            tc_translation = trans(_('Terms and Conditions'), portal_language)
426            data.append(Paragraph(tc_translation, HEADING_STYLE))
427            tc = format_html(view.terms_and_conditions)
428            data.append(Paragraph(tc, NOTE_STYLE))
429
[12051]430        # Insert signatures
431        # XXX: We are using only sigs_in_footer in waeup.ikoba, so we
432        # do not have a test for the following lines.
433        if signatures and not sigs_in_footer:
434            data.append(Spacer(1, 20))
435            # Render one signature table per signature to
436            # get date and signature in line.
437            for signature in signatures:
438                signaturetables = get_signature_tables(signature)
439                data.append(signaturetables[0])
440
441        view.response.setHeader(
442            'Content-Type', 'application/pdf')
443        try:
444            pdf_stream = creator.create_pdf(
445                data, None, doc_title, author=author, footer=footer_text,
446                note=note, sigs_in_footer=sigs_in_footer, topMargin=topMargin)
447        except IOError:
448            view.flash('Error in image file.')
449            return view.redirect(view.url(view.context))
[12182]450
451        if mergefiles:
452            merger = PdfFileMerger()
453            merger.append(StringIO(pdf_stream))
[12184]454            if watermark:
455                watermark = PdfFileReader(watermark)
[12182]456            for file in mergefiles:
[12184]457                if watermark:
458                    # Pass through all pages of each file
459                    # and merge with watermark page.
460                    marked_file = PdfFileWriter()
461                    orig_file = PdfFileReader(file[1])
462                    num_pages = orig_file.getNumPages()
463                    for num in range(num_pages):
464                        page = orig_file.getPage(num)
465                        page.mergePage(watermark.getPage(0))
466                        marked_file.addPage(page)
467                    # Save into a file-like object
468                    tmp1 = StringIO()
469                    marked_file.write(tmp1)
470                    # Append the file-like object
471                    merger.append(tmp1)
472                else:
473                    # Just append the file object
474                    merger.append(file[1])
475            # Save into a file-like object
476            tmp2 = StringIO()
477            merger.write(tmp2)
478            return tmp2.getvalue()
[12182]479
[12051]480        return pdf_stream
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