prepare dialog for linking open consulting processes

This commit is contained in:
2026-07-21 16:08:32 +02:00
parent 482ae436eb
commit 7bfbdc731b
5 changed files with 493 additions and 92 deletions
+101 -89
View File
@@ -24,6 +24,8 @@ from wce_crm.types import (
ConsultingType,
ContactPersonInfo,
InitRecType,
LinkingConsultationsEntryCompany,
LinkingConsultationsEntryPerson,
MainPageEntry,
)
@@ -315,71 +317,6 @@ def initrec_person_from_db(
)
# def initrec_person_to_db(
# auto_form_data: Initrec,
# ) -> Initrec_FromDb:
# logger.debug("[AutoForm -- backend] Call database saving routine...")
# dump_data = copy.deepcopy(auto_form_data.form_data)
# dump_data["geloescht"] = auto_form_data.geloescht
# return_from_db: Initrec_FromDb
# with db.ENGINE.begin() as conn:
# if auto_form_data.rec_id is None:
# # insert new "Vorgang"
# logger.debug("[AutoForm -- backend] Insert...")
# stmt = db.grunderfassung_personen.insert().returning(
# db.grunderfassung_personen.c.pers_id,
# db.grunderfassung_personen.c.Metadaten_aktualisierung,
# db.grunderfassung_personen.c.geloescht,
# )
# ret = conn.execute(stmt, dump_data)
# if ret.rowcount == 0:
# raise IOError("Entry was not inserted correctly")
# from_db = ret.mappings().fetchall()
# assert len(from_db) == 1, "expected excactly one returned row"
# data_from_db = from_db[0]
# return_from_db = Initrec_FromDb(
# rec_id=data_from_db["un_id"],
# geloescht=data_from_db["geloescht"],
# Metadaten_aktualisierung=data_from_db["Metadaten_aktualisierung"],
# )
# logger.debug("[AutoForm -- backend] Inserted InitRec successfully")
# else:
# logger.debug("[AutoForm -- backend] Update...")
# stmt = (
# db.beratung_vorgang.update()
# .where(db.grunderfassung_personen.c.pers_id == auto_form_data.rec_id)
# .returning(
# db.grunderfassung_personen.c.Metadaten_aktualisierung,
# db.grunderfassung_personen.c.geloescht,
# )
# )
# ret = conn.execute(stmt, dump_data)
# from_db = ret.mappings().fetchall()
# assert len(from_db) == 1, "expected excatly one returned row"
# data_from_db = from_db[0]
# return_from_db = Initrec_FromDb(
# rec_id=auto_form_data.rec_id,
# geloescht=data_from_db["geloescht"],
# Metadaten_aktualisierung=data_from_db["Metadaten_aktualisierung"],
# )
# logger.debug(
# "[AutoForm -- backend] Updated InitRec with ID %d successfully",
# auto_form_data.rec_id,
# )
# return return_from_db
def initrec_company_get_initial_recording(
id_: RecId,
) -> dict[str, Any]:
@@ -580,30 +517,6 @@ def page_consulting_delete(
db.beratung_einzelberatung.c.geloescht.is_(None),
)
conn.execute(stmt, dump_data)
return
stmt = db.beratung_einzelberatung.select().where(
db.beratung_einzelberatung.c.vorgang_id == cons_id,
db.beratung_einzelberatung.c.geloescht.is_(None),
)
ret = conn.execute(stmt)
cons_sessions = ret.mappings().all()
# empty results possible
if not cons_sessions:
logger.debug("[Consulting Page] No sessions, return directly...")
return
rows_for_db_update: list[dict[str, Any]] = []
for row_data in cons_sessions:
row_data_dump = copy.deepcopy(dump_data)
row_data_dump["b_beratung_id"] = row_data["beratung_id"]
rows_for_db_update.append(row_data_dump)
if rows_for_db_update:
stmt = db.beratung_einzelberatung.update().where(
db.beratung_einzelberatung.c.beratung_id == sql.bindparam("b_beratung_id")
)
conn.execute(stmt, rows_for_db_update)
@wrap_result(11)
@@ -682,6 +595,105 @@ def page_consulting_from_db(
# // consulting page interaction
def page_consulting_linking_companies(
un_id: RecId | None,
) -> list[LinkingConsultationsEntryCompany]:
with db.ENGINE.connect() as conn:
q_relevant_companies = sql.select(
db.grunderfassung_unternehmen.c.un_id,
db.grunderfassung_unternehmen.c.Partnersuche__un_suche,
).where(
db.grunderfassung_unternehmen.c.geloescht.is_(None),
db.grunderfassung_unternehmen.c.Partnersuche__un_suche.is_not(None),
)
if un_id is not None:
q_relevant_companies = q_relevant_companies.where(
db.grunderfassung_unternehmen.c.un_id == un_id
)
q_relevant_companies = q_relevant_companies.subquery("relevant_companies")
stmt = sql.select(
q_relevant_companies.c.un_id,
db.ext_crm_master_attach.c.ma_unternehmensname,
).select_from(
q_relevant_companies.join(
db.ext_crm_master_attach,
q_relevant_companies.c.Partnersuche__un_suche
== db.ext_crm_master_attach.c.ma_id,
)
)
ret = conn.execute(stmt)
company_names = ret.mappings().all()
if not company_names:
raise ValueError(f"No companies found for 'un_id': {un_id}")
logger.debug("[Page Consulting -- Linking] Retrieved company names:\n%s", company_names)
linking_entries: list[LinkingConsultationsEntryCompany] = []
for entry in company_names:
linking_entries.append(
LinkingConsultationsEntryCompany(
un_id=entry["un_id"],
display_name=entry["ma_unternehmensname"],
)
)
return linking_entries
def page_consulting_linking_persons(
un_id: RecId | None,
) -> list[LinkingConsultationsEntryPerson]:
with db.ENGINE.connect() as conn:
# if un_id None: list all persons
# else: list just the persons associated with the company
person_select = sql.select(
db.grunderfassung_personen.c.pers_id,
db.grunderfassung_personen.c.Stammdaten__name,
db.grunderfassung_personen.c.Stammdaten__vorname,
db.grunderfassung_personen.c.Stammdaten__ort,
)
if un_id is not None:
person_select = person_select.select_from(
db.grunderfassung_personen.join(
db.zuordnung_personen_unternehmen,
db.grunderfassung_personen.c.pers_id
== db.zuordnung_personen_unternehmen.c.pers_id,
)
).where(db.zuordnung_personen_unternehmen.c.un_id == un_id)
ret = conn.execute(person_select)
person_names = ret.mappings().all()
if not person_names:
logger.warning(f"No persons found for 'un_id': {un_id}")
return []
logger.debug("[Page Consulting -- Linking] Retrieved person names:\n%s", person_names)
linking_entries: list[LinkingConsultationsEntryPerson] = []
for entry in person_names:
first_name = entry["Stammdaten__vorname"]
last_name = entry["Stammdaten__name"]
location_city = entry["Stammdaten__ort"]
display_name = f"{first_name} {last_name}"
if location_city:
display_name += f" (Ort: {location_city})"
linking_entries.append(
LinkingConsultationsEntryPerson(
pers_id=entry["pers_id"],
display_name=display_name,
)
)
return linking_entries
def companyprofile_page_get_consultations(
un_id: RecId,
) -> CompanyProfileConsultations: