source: main/waeup.kofa/branches/uli-rm-bootstrap/src/waeup/kofa/students/export.py @ 15505

Last change on this file since 15505 was 15055, checked in by Henrik Bettermann, 6 years ago

Add payment session filter to payment exporters.

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1## $Id: export.py 15055 2018-06-18 05:20:14Z henrik $
2##
3## Copyright (C) 2011 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"""Exporters for student related stuff.
19"""
20import os
21import grok
22from datetime import datetime, timedelta
23from zope.component import getUtility
24from waeup.kofa.interfaces import (
25    IExtFileStore, IFileStoreNameChooser, IKofaUtils)
26from waeup.kofa.interfaces import MessageFactory as _
27from waeup.kofa.students.catalog import StudentsQuery, CourseTicketsQuery
28from waeup.kofa.students.interfaces import (
29    IStudent, IStudentStudyCourse, IStudentStudyLevel, ICourseTicket,
30    IStudentOnlinePayment, ICSVStudentExporter, IBedTicket)
31from waeup.kofa.students.vocabularies import study_levels
32from waeup.kofa.utils.batching import ExporterBase
33from waeup.kofa.utils.helpers import iface_names, to_timezone
34
35
36def get_students(site, stud_filter=StudentsQuery()):
37    """Get all students registered in catalog in `site`.
38    """
39    return stud_filter.query()
40
41def get_studycourses(students):
42    """Get studycourses of `students`.
43    """
44    return [x.get('studycourse', None) for x in students
45            if x is not None]
46
47def get_levels(students):
48    """Get all studylevels of `students`.
49    """
50    levels = []
51    for course in get_studycourses(students):
52        for level in course.values():
53            levels.append(level)
54    return levels
55
56def get_tickets(students, **kw):
57    """Get course tickets of `students`.
58    If code is passed through, filter course tickets
59    which belong to this course code and meet level=level
60    and level_session=level_session.
61    If not, but ct_level and ct_session
62    are passed through, filter course tickets
63    which meet level==ct_level and level_session==ct_session.
64    """
65    tickets = []
66    code = kw.get('code', None)
67    level = kw.get('level', None)
68    session = kw.get('session', None)
69    ct_level = kw.get('ct_level', None)
70    ct_session = kw.get('ct_session', None)
71    if code is None:
72        for level_obj in get_levels(students):
73            for ticket in level_obj.values():
74                if ct_level not in ('all', None):
75                    if level_obj.level in (10, 999, None)  \
76                        and int(ct_level) != level_obj.level:
77                        continue
78                    if level_obj.level not in range(
79                        int(ct_level), int(ct_level)+100, 10):
80                        continue
81                if ct_session not in ('all', None) and \
82                    int(ct_session) != level_obj.level_session:
83                    continue
84                tickets.append(ticket)
85    else:
86        for level_obj in get_levels(students):
87            for ticket in level_obj.values():
88                if ticket.code != code:
89                    continue
90                if level not in ('all', None):
91                    if level_obj.level in (10, 999, None)  \
92                        and int(level) != level_obj.level:
93                        continue
94                    if level_obj.level not in range(
95                        int(level), int(level)+100, 10):
96                        continue
97                if session not in ('all', None) and \
98                    int(session) != level_obj.level_session:
99                    continue
100                tickets.append(ticket)
101    return tickets
102
103def get_tickets_for_lecturer(students, **kw):
104    """Get course tickets of `students`.
105    Filter course tickets which belong to this course code and
106    which are editable by lecturers.
107    """
108    tickets = []
109    code = kw.get('code', None)
110    level_session = kw.get('session', None)
111    level = kw.get('level', None)
112    for level_obj in get_levels(students):
113        for ticket in level_obj.values():
114            if ticket.code != code:
115                continue
116            if not ticket.editable_by_lecturer:
117                continue
118            if level not in ('all', None):
119                if level_obj.level in (10, 999, None)  \
120                    and int(level) != level_obj.level:
121                    continue
122                if level_obj.level not in range(int(level), int(level)+100, 10):
123                    continue
124            if level_session not in ('all', None) and \
125                int(level_session) != level_obj.level_session:
126                continue
127            tickets.append(ticket)
128    return tickets
129
130def get_payments(students, p_states=None, **kw):
131    """Get all payments of `students` within given payment_date period.
132    """
133    date_format = '%d/%m/%Y'
134    payments = []
135    p_start = kw.get('payments_start')
136    p_end = kw.get('payments_end')
137    paycat = kw.get('paycat')
138    paysession = kw.get('paysession')
139    for student in students:
140        for payment in student.get('payments', {}).values():
141            if p_start and p_end:
142                if not payment.payment_date:
143                    continue
144                payments_start = datetime.strptime(p_start, date_format)
145                payments_end = datetime.strptime(p_end, date_format)
146                tz = getUtility(IKofaUtils).tzinfo
147                payments_start = tz.localize(payments_start)
148                payments_end = tz.localize(payments_end) + timedelta(days=1)
149                payment_date = to_timezone(payment.payment_date, tz)
150                if payment_date < payments_start or payment_date > payments_end:
151                    continue
152            if p_states and not payment.p_state in p_states:
153                continue
154            if paycat not in ('all', None) and payment.p_category != paycat:
155                continue
156            if paysession not in ('all', None) and payment.p_session != paysession:
157                continue
158            payments.append(payment)
159    return payments
160
161def get_bedtickets(students):
162    """Get all bedtickets of `students`.
163    """
164    tickets = []
165    for student in students:
166        for ticket in student.get('accommodation', {}).values():
167            tickets.append(ticket)
168    return tickets
169
170class StudentExporterBase(ExporterBase):
171    """Exporter for students or related objects.
172    This is a baseclass.
173    """
174    grok.baseclass()
175    grok.implements(ICSVStudentExporter)
176    grok.provides(ICSVStudentExporter)
177
178    def filter_func(self, x, **kw):
179        return x
180
181    def get_filtered(self, site, **kw):
182        """Get students from a catalog filtered by keywords.
183        students_catalog is the default catalog. The keys must be valid
184        catalog index names.
185        Returns a simple empty list, a list with `Student`
186        objects or a catalog result set with `Student`
187        objects.
188
189        .. seealso:: `waeup.kofa.students.catalog.StudentsCatalog`
190
191        """
192        # Pass only given keywords to create FilteredCatalogQuery objects.
193        # This way we avoid
194        # trouble with `None` value ambivalences and queries are also
195        # faster (normally less indexes to ask). Drawback is, that
196        # developers must look into catalog to see what keywords are
197        # valid.
198        if kw.get('catalog', None) == 'coursetickets':
199            coursetickets = CourseTicketsQuery(**kw).query()
200            students = []
201            for ticket in coursetickets:
202                students.append(ticket.student)
203            return list(set(students))
204        # Payments can be filtered by payment date and payment category.
205        # These parameters are not keys of the catalog and must thus be
206        # removed from kw.
207        try:
208            del kw['payments_start']
209            del kw['payments_end']
210            del kw['paycat']
211            del kw['paysession']
212        except KeyError:
213            pass
214        # Coursetickets can be filtered by level and session.
215        # These parameters are not keys of the catalog and must thus be
216        # removed from kw.
217        try:
218            del kw['ct_level']
219            del kw['ct_session']
220        except KeyError:
221            pass
222        query = StudentsQuery(**kw)
223        return query.query()
224
225    def get_selected(self, site, selected):
226        """Get set of selected students.
227        Returns a simple empty list or a list with `Student`
228        objects.
229        """
230        students = []
231        students_container = site.get('students', {})
232        for id in selected:
233            student = students_container.get(id, None)
234            if student is None:
235                # try matric number
236                result = list(StudentsQuery(matric_number=id).query())
237                if result:
238                    student = result[0]
239                else:
240                    continue
241            students.append(student)
242        return students
243
244    def export(self, values, filepath=None):
245        """Export `values`, an iterable, as CSV file.
246        If `filepath` is ``None``, a raw string with CSV data is returned.
247        """
248        writer, outfile = self.get_csv_writer(filepath)
249        for value in values:
250            self.write_item(value, writer)
251        return self.close_outfile(filepath, outfile)
252
253    def export_all(self, site, filepath=None):
254        """Export students into filepath as CSV data.
255        If `filepath` is ``None``, a raw string with CSV data is returned.
256        """
257        return self.export(self.filter_func(get_students(site)), filepath)
258
259    def export_student(self, student, filepath=None):
260        return self.export(self.filter_func([student]), filepath=filepath)
261
262    def export_filtered(self, site, filepath=None, **kw):
263        """Export items denoted by `kw`.
264        If `filepath` is ``None``, a raw string with CSV data should
265        be returned.
266        """
267        data = self.get_filtered(site, **kw)
268        return self.export(self.filter_func(data, **kw), filepath=filepath)
269
270    def export_selected(self,site, filepath=None, **kw):
271        """Export data for selected set of students.
272        """
273        selected = kw.get('selected', [])
274        data = self.get_selected(site, selected)
275        return self.export(self.filter_func(data, **kw), filepath=filepath)
276
277
278class StudentExporter(grok.GlobalUtility, StudentExporterBase):
279    """The Student Exporter first filters the set of students by searching the
280    students catalog. Then it exports student base data of this set of students.
281    """
282    grok.name('students')
283
284    fields = tuple(sorted(iface_names(IStudent))) + (
285        'password', 'state', 'history', 'certcode', 'is_postgrad',
286        'current_level', 'current_session')
287    title = _(u'Students')
288
289    def mangle_value(self, value, name, context=None):
290        """The mangler prepares the history messages and adds a hash symbol at
291        the end of the phone number to avoid annoying automatic number
292        transformation by Excel or Calc."""
293        if name == 'history':
294            value = value.messages
295        if 'phone' in name and value is not None:
296            # Append hash '#' to phone numbers to circumvent
297            # unwanted excel automatic
298            value = str('%s#' % value)
299        return super(
300            StudentExporter, self).mangle_value(
301            value, name, context=context)
302
303
304class StudentStudyCourseExporter(grok.GlobalUtility, StudentExporterBase):
305    """The Student Study Course Exporter first filters the set of students
306    by searching the students catalog. Then it exports the data of the current
307    study course container of each student from this set. It does
308    not export their content.
309    """
310    grok.name('studentstudycourses')
311
312    fields = tuple(sorted(iface_names(IStudentStudyCourse))) + ('student_id',)
313    title = _(u'Student Study Courses')
314
315    def filter_func(self, x, **kw):
316        return get_studycourses(x)
317
318    def mangle_value(self, value, name, context=None):
319        """The mangler determines the certificate code and the student id.
320        """
321        if name == 'certificate' and value is not None:
322            # XXX: hopefully cert codes are unique site-wide
323            value = value.code
324        if name == 'student_id' and context is not None:
325            student = context.student
326            value = getattr(student, name, None)
327        return super(
328            StudentStudyCourseExporter, self).mangle_value(
329            value, name, context=context)
330
331
332class StudentStudyLevelExporter(grok.GlobalUtility, StudentExporterBase):
333    """The Student Study Level Exporter first filters the set of students
334    by searching the students catalog. Then it exports the data of the student's
335    study level container data but not their content (course tickets).
336    The exporter iterates over all objects in the students' ``studycourse``
337    containers.
338    """
339    grok.name('studentstudylevels')
340
341    fields = tuple(sorted(iface_names(
342        IStudentStudyLevel))) + (
343        'student_id', 'number_of_tickets','certcode')
344    title = _(u'Student Study Levels')
345
346    def filter_func(self, x, **kw):
347        return get_levels(x)
348
349    def mangle_value(self, value, name, context=None):
350        """The mangler determines the student id, nothing else.
351        """
352        if name == 'student_id' and context is not None:
353            student = context.student
354            value = getattr(student, name, None)
355        return super(
356            StudentStudyLevelExporter, self).mangle_value(
357            value, name, context=context)
358
359class CourseTicketExporter(grok.GlobalUtility, StudentExporterBase):
360    """The Course Ticket Exporter exports course tickets. Usually,
361    the exporter first filters the set of students by searching the
362    students catalog. Then it collects and iterates over all ``studylevel``
363    containers of the filtered student set and finally
364    iterates over all items inside these containers.
365
366    If the course code is passed through, the exporter uses a different
367    catalog. It searches for students in the course tickets catalog and
368    exports those course tickets which belong to the given course code and
369    also meet level and session passed through at the same time.
370    This happens if the exporter is called at course level in the academic
371    section.
372    """
373    grok.name('coursetickets')
374
375    fields = tuple(sorted(iface_names(ICourseTicket) +
376        ['level', 'code', 'level_session'])) + ('student_id',
377        'certcode', 'display_fullname')
378    title = _(u'Course Tickets')
379
380    def filter_func(self, x, **kw):
381        return get_tickets(x, **kw)
382
383    def mangle_value(self, value, name, context=None):
384        """The mangler determines the student's id and fullname.
385        """
386        if context is not None:
387            student = context.student
388            if name in ('student_id', 'display_fullname') and student is not None:
389                value = getattr(student, name, None)
390        return super(
391            CourseTicketExporter, self).mangle_value(
392            value, name, context=context)
393
394class DataForLecturerExporter(grok.GlobalUtility, StudentExporterBase):
395    """The Data for Lecturer Exporter searches for students in the course
396    tickets catalog and exports those course tickets which belong to the
397    given course code, meet level and session passed through at the
398    same time, and which are editable by lecturers. This exporter can only
399    be called at course level in the academic section.
400    """
401    grok.name('lecturer')
402
403    fields = ('matric_number', 'student_id', 'display_fullname',
404              'level', 'code', 'level_session', 'score')
405
406    title = _(u'Data for Lecturer')
407
408    def filter_func(self, x, **kw):
409        return get_tickets_for_lecturer(x, **kw)
410
411    def mangle_value(self, value, name, context=None):
412        """The mangler determines the student's id and fullname.
413        """
414        if context is not None:
415            student = context.student
416            if name in ('matric_number',
417                        'reg_number',
418                        'student_id',
419                        'display_fullname',) and student is not None:
420                value = getattr(student, name, None)
421        return super(
422            DataForLecturerExporter, self).mangle_value(
423            value, name, context=context)
424
425class StudentPaymentExporter(grok.GlobalUtility, StudentExporterBase):
426    """The Student Payment Exporter first filters the set of students
427    by searching the students catalog. Then it exports student payment
428    tickets by iterating over the items of the student's ``payments``
429    container. If the payment period is given, only tickets, which were
430    paid in payment period, are considered for export.
431    """
432    grok.name('studentpayments')
433
434    fields = tuple(
435        sorted(iface_names(
436            IStudentOnlinePayment, exclude_attribs=False,
437            omit=['display_item', 'certificate', 'student']))) + (
438            'student_id','state','current_session')
439    title = _(u'Student Payments')
440
441    def filter_func(self, x, **kw):
442        return get_payments(x, **kw)
443
444    def mangle_value(self, value, name, context=None):
445        """The mangler determines the student's id, registration
446        state and current session.
447        """
448        if context is not None:
449            student = context.student
450            if name in ['student_id','state',
451                        'current_session'] and student is not None:
452                value = getattr(student, name, None)
453        return super(
454            StudentPaymentExporter, self).mangle_value(
455            value, name, context=context)
456
457class StudentUnpaidPaymentExporter(StudentPaymentExporter):
458    """The Student Unpaid Payment Exporter works just like the
459    Student Payments Exporter but it exports only unpaid tickets.
460    This exporter is designed for finding and finally purging outdated
461    payment ticket.
462    """
463    grok.name('studentunpaidpayments')
464
465    title = _(u'Student Unpaid Payments')
466
467    def filter_func(self, x, **kw):
468        return get_payments(x, p_states=('unpaid',) , **kw)
469
470class DataForBursaryExporter(StudentPaymentExporter):
471    """The DataForBursary Exporter works just like the Student Payment Exporter
472    but it exports much more information about the student. It combines
473    payment and student data in one table in order to spare postprocessing of
474    two seperate export files. The exporter is primarily used by bursary
475    officers who have exclusively access to this exporter. The exporter
476    exports ``paid`` and ``waived`` payment tickets.
477    """
478    grok.name('bursary')
479
480    def filter_func(self, x, **kw):
481        return get_payments(x, p_states=('paid', 'waived'), **kw)
482
483    fields = tuple(
484        sorted(iface_names(
485            IStudentOnlinePayment, exclude_attribs=False,
486            omit=['display_item', 'certificate', 'student']))) + (
487            'student_id','matric_number','reg_number',
488            'firstname', 'middlename', 'lastname',
489            'state','current_session',
490            'entry_session', 'entry_mode',
491            'faccode', 'depcode','certcode')
492    title = _(u'Payment Data for Bursary')
493
494    def mangle_value(self, value, name, context=None):
495        """The mangler fetches the student data.
496        """
497        if context is not None:
498            student = context.student
499            if name in [
500                'student_id','matric_number', 'reg_number',
501                'firstname', 'middlename', 'lastname',
502                'state', 'current_session',
503                'entry_session', 'entry_mode',
504                'faccode', 'depcode', 'certcode'] and student is not None:
505                value = getattr(student, name, None)
506        return super(
507            StudentPaymentExporter, self).mangle_value(
508            value, name, context=context)
509
510class BedTicketExporter(grok.GlobalUtility, StudentExporterBase):
511    """The Bed Ticket Exporter first filters the set of students
512    by searching the students catalog. Then it exports bed
513    tickets by iterating over the items of the student's ``accommodation``
514    container.
515    """
516    grok.name('bedtickets')
517
518    fields = tuple(
519        sorted(iface_names(
520            IBedTicket, exclude_attribs=False,
521            omit=['display_coordinates', 'maint_payment_made']))) + (
522            'student_id', 'actual_bed_type')
523    title = _(u'Bed Tickets')
524
525    def filter_func(self, x, **kw):
526        return get_bedtickets(x)
527
528    def mangle_value(self, value, name, context=None):
529        """The mangler determines the student id and the type of the bed
530        which has been booked in the ticket.
531        """
532        if context is not None:
533            student = context.student
534            if name in ['student_id'] and student is not None:
535                value = getattr(student, name, None)
536        if name == 'bed' and value is not None:
537            value = getattr(value, 'bed_id', None)
538        if name == 'actual_bed_type':
539            value = getattr(getattr(context, 'bed', None), 'bed_type', None)
540        return super(
541            BedTicketExporter, self).mangle_value(
542            value, name, context=context)
543
544class SchoolFeePaymentsOverviewExporter(StudentExporter):
545    """The School Fee Payments Overview Exporter first filters the set of students
546    by searching the students catalog. Then it exports some student base data
547    together with the total school fee amount paid in each year over a
548    predefined year range (current year - 9, ... , current year + 1).
549    """
550    grok.name('sfpaymentsoverview')
551
552    curr_year = datetime.now().year
553    year_range = range(curr_year - 11, curr_year + 1)
554    year_range_tuple = tuple([str(year) for year in year_range])
555    fields = ('student_id', 'matric_number', 'display_fullname',
556        'state', 'certcode', 'faccode', 'depcode', 'is_postgrad',
557        'current_level', 'current_session', 'current_mode',
558        'entry_session', 'reg_number'
559        ) + year_range_tuple
560    title = _(u'Student School Fee Payments Overview')
561
562    def mangle_value(self, value, name, context=None):
563        """The mangler summarizes the school fee amounts made per year. It
564        iterates over all paid school fee payment tickets and
565        adds together the amounts paid in a year. Waived payments
566        are marked ``waived``.
567        """
568        if name in self.year_range_tuple and context is not None:
569            value = 0
570            for ticket in context['payments'].values():
571                if ticket.p_category == 'schoolfee' and \
572                    ticket.p_session == int(name):
573                    if ticket.p_state == 'waived':
574                        value = 'waived'
575                        break
576                    if ticket.p_state == 'paid':
577                        try:
578                            value += ticket.amount_auth
579                        except TypeError:
580                            pass
581            if value == 0:
582                value = ''
583            elif isinstance(value, float):
584                value = round(value, 2)
585        return super(
586            StudentExporter, self).mangle_value(
587            value, name, context=context)
588
589class SessionPaymentsOverviewExporter(StudentExporter):
590    """The Session Payments Overview Exporter first filters the set of students
591    by searching the students catalog. Then it exports some student base data
592    together with lists of payment years for a predefined range of payment
593    categories.
594    """
595    grok.name('sessionpaymentsoverview')
596
597    paycats = ('schoolfee', 'clearance', 'gown', 'transcript')
598    fields = ('student_id', 'matric_number', 'display_fullname',
599        'state', 'certcode', 'faccode', 'depcode', 'is_postgrad',
600        'current_level', 'current_session', 'current_mode',
601        'entry_session', 'reg_number'
602        ) + paycats
603    title = _(u'Session Payments Overview')
604
605    def mangle_value(self, value, name, context=None):
606        """
607        """
608        if name in self.paycats and context is not None:
609            value = ''
610            for ticket in context['payments'].values():
611                if ticket.p_category == name:
612                    if ticket.p_state in ('waived', 'paid'):
613                        value += '%s ' % ticket.p_session
614            value = value.strip().replace(' ', '+')
615        return super(
616            StudentExporter, self).mangle_value(
617            value, name, context=context)
618
619class StudentStudyLevelsOverviewExporter(StudentExporter):
620    """The Student Study Levels Overview Exporter first filters the set of
621    students by searching the students catalog. Then it exports some student
622    base data together with the session key of registered levels.
623    Sample output:
624
625    header: ``...100,110,120,200,210,220,300...``
626
627    data: ``...2010,,,2011,2012,,2013...``
628
629    This csv data string means that level 100 was registered in session
630    2010/2011, level 200 in session 2011/2012, level 210 (200 on 1st probation)
631    in session 2012/2013 and level 300 in session 2013/2014.
632    """
633    grok.name('studylevelsoverview')
634
635    avail_levels = tuple([str(x) for x in study_levels(None)])
636
637    fields = ('student_id', ) + (
638        'state', 'certcode', 'faccode', 'depcode', 'is_postgrad',
639        'entry_session', 'current_level', 'current_session',
640        ) + avail_levels
641    title = _(u'Student Study Levels Overview')
642
643    def mangle_value(self, value, name, context=None):
644        """The mangler checks if a given level has been registered. It returns
645        the ``level_session`` attribute of the student study level object
646        if the named level exists.
647        """
648        if name in self.avail_levels and context is not None:
649            value = ''
650            for level in context['studycourse'].values():
651                if level.level == int(name):
652                    value = '%s' % level.level_session
653                    break
654        return super(
655            StudentExporter, self).mangle_value(
656            value, name, context=context)
657
658class ComboCardDataExporter(grok.GlobalUtility, StudentExporterBase):
659    """Like all other exporters the Combo Card Data Exporter first filters the
660    set of students by searching the students catalog. Then it exports some
661    student base data which are neccessary to print for the Interswitch combo
662    card (identity card for students). The output contains a ``passport_path``
663    column which contains the filesystem path of the passport image file.
664    If no path is given, no passport image file exists.
665    """
666    grok.name('combocard')
667
668    fields = ('display_fullname',
669              'student_id','matric_number',
670              'certificate', 'faculty', 'department', 'passport_path')
671    title = _(u'Combo Card Data')
672
673    def mangle_value(self, value, name, context=None):
674        """The mangler determines the titles of faculty, department
675        and certificate. It also computes the path of passport image file
676        stored in the filesystem.
677        """
678        certificate = context['studycourse'].certificate
679        if name == 'certificate' and certificate is not None:
680            value = certificate.title
681        if name == 'department' and certificate is not None:
682            value = certificate.__parent__.__parent__.longtitle
683        if name == 'faculty' and certificate is not None:
684            value = certificate.__parent__.__parent__.__parent__.longtitle
685        if name == 'passport_path' and certificate is not None:
686            file_id = IFileStoreNameChooser(context).chooseName(
687                attr='passport.jpg')
688            os_path = getUtility(IExtFileStore)._pathFromFileID(file_id)
689            if not os.path.exists(os_path):
690                value = None
691            else:
692                value = '/'.join(os_path.split('/')[-4:])
693        return super(
694            ComboCardDataExporter, self).mangle_value(
695            value, name, context=context)
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