669 lines
28 KiB
Python
669 lines
28 KiB
Python
"""
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app/routes/projects.py
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----------------------
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Project management routes.
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Access matrix:
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- List / view : admin, supervisor, project_manager
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- Create / edit / delete : admin, supervisor
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- Customer assignment management : admin
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"""
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import logging
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from flask import Blueprint, render_template, redirect, url_for, flash, request, abort, Response
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from flask_login import login_required, current_user
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from app import db
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from app.models.project import Project, CustomerAssignment
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from app.models.facility import Facility
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from app.models.user import User
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from app.utils.forms import ProjectForm, CustomerAssignmentForm
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from app.utils.decorators import admin_required, supervisor_required, project_manager_required
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from app.utils.audit import log_action, ACTION_CREATE, ACTION_UPDATE, ACTION_DELETE
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logger = logging.getLogger(__name__)
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bp = Blueprint('projects', __name__, url_prefix='/projects')
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# ── List ──────────────────────────────────────────────────────────────────────
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@bp.route('/')
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@login_required
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@project_manager_required
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def index():
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projects = Project.query.order_by(Project.name).all()
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return render_template('projects/list.html', projects=projects)
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# ── Create ────────────────────────────────────────────────────────────────────
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@bp.route('/new', methods=['GET', 'POST'])
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@login_required
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@supervisor_required
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def create():
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form = ProjectForm()
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# Populate project_manager choices: users with role project_manager
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pm_users = User.query.filter_by(role='project_manager', active=True).order_by(User.username).all()
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form.project_manager_id.choices = [(0, '— None —')] + [(u.id, u.username) for u in pm_users]
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if form.validate_on_submit():
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pm_id = form.project_manager_id.data or None
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project = Project(
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name=form.name.data,
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description=form.description.data,
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project_manager_id=pm_id if pm_id else None,
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active=form.active.data,
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)
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db.session.add(project)
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db.session.commit()
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logger.info('PROJECTS | create | user=%s project_id=%s name=%s',
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current_user.username, project.id, project.name)
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log_action(ACTION_CREATE, 'Project', project.id, project.name,
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f'pm_id={pm_id}; active={project.active}')
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flash(f'Contract "{project.name}" created successfully.', 'success')
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return redirect(url_for('projects.view', project_id=project.id))
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return render_template('projects/form.html', form=form, title='Create Contract')
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# ── View ──────────────────────────────────────────────────────────────────────
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@bp.route('/<int:project_id>')
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@login_required
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@project_manager_required
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def view(project_id):
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project = db.session.get(Project, project_id)
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if project is None:
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abort(404)
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facilities = project.facilities.order_by(Facility.name).all()
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assignments = (
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CustomerAssignment.query
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.filter_by(project_id=project_id)
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.join(User, CustomerAssignment.user_id == User.id)
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.order_by(User.username)
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.all()
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)
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return render_template(
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'projects/view.html',
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project=project,
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facilities=facilities,
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assignments=assignments,
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)
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# ── Edit ──────────────────────────────────────────────────────────────────────
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@bp.route('/<int:project_id>/edit', methods=['GET', 'POST'])
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@login_required
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@supervisor_required
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def edit(project_id):
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project = db.session.get(Project, project_id)
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if project is None:
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abort(404)
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form = ProjectForm(obj=project)
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pm_users = User.query.filter_by(role='project_manager', active=True).order_by(User.username).all()
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form.project_manager_id.choices = [(0, '— None —')] + [(u.id, u.username) for u in pm_users]
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if form.validate_on_submit():
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pm_id = form.project_manager_id.data or None
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project.name = form.name.data
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project.description = form.description.data
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project.project_manager_id = pm_id if pm_id else None
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project.active = form.active.data
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db.session.commit()
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logger.info('PROJECTS | edit | user=%s project_id=%s name=%s',
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current_user.username, project.id, project.name)
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log_action(ACTION_UPDATE, 'Project', project.id, project.name,
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f'pm_id={project.project_manager_id}; active={project.active}')
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flash(f'Contract "{project.name}" updated successfully.', 'success')
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return redirect(url_for('projects.view', project_id=project.id))
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return render_template('projects/form.html', form=form, project=project, title='Edit Contract')
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# ── Delete ────────────────────────────────────────────────────────────────────
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@bp.route('/<int:project_id>/delete', methods=['POST'])
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@login_required
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@admin_required
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def delete(project_id):
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project = db.session.get(Project, project_id)
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if project is None:
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abort(404)
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if project.facilities.count() > 0:
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flash(f'Cannot delete "{project.name}" — it has linked facilities. '
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'Reassign or remove those facilities first.', 'danger')
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return redirect(url_for('projects.view', project_id=project_id))
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project_name = project.name
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project_id_snap = project.id
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db.session.delete(project)
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db.session.commit()
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logger.info('PROJECTS | delete | user=%s project_id=%s name=%s',
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current_user.username, project_id_snap, project_name)
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log_action(ACTION_DELETE, 'Project', project_id_snap, project_name)
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flash(f'Contract "{project_name}" deleted successfully.', 'success')
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return redirect(url_for('projects.index'))
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# ── Customer Assignment — Add ─────────────────────────────────────────────────
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@bp.route('/<int:project_id>/assignments/add', methods=['GET', 'POST'])
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@login_required
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@admin_required
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def add_assignment(project_id):
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project = db.session.get(Project, project_id)
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if project is None:
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abort(404)
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form = CustomerAssignmentForm()
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# Customer users only
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customers = User.query.filter_by(role='customer', active=True).order_by(User.username).all()
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form.user_id.choices = [(u.id, f'{u.username} ({u.email})') for u in customers]
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# Facilities belonging to this project
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project_facilities = project.facilities.order_by(Facility.name).all()
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form.facility_id.choices = [(0, '— All facilities in contract —')] + \
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[(f.id, f.name) for f in project_facilities]
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if form.validate_on_submit():
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facility_id = form.facility_id.data if form.facility_id.data else None
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# Guard against duplicate assignments
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existing = CustomerAssignment.query.filter_by(
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user_id=form.user_id.data,
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project_id=project_id,
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facility_id=facility_id,
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).first()
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if existing:
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flash('This customer assignment already exists.', 'warning')
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return redirect(url_for('projects.view', project_id=project_id))
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assignment = CustomerAssignment(
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user_id=form.user_id.data,
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project_id=project_id,
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facility_id=facility_id,
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)
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db.session.add(assignment)
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db.session.commit()
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user = db.session.get(User, form.user_id.data)
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scope_label = f'facility_id={facility_id}' if facility_id else 'all facilities'
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logger.info('PROJECTS | assignment_add | admin=%s customer=%s project_id=%s scope=%s',
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current_user.username, user.username, project_id, scope_label)
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log_action(ACTION_CREATE, 'CustomerAssignment', assignment.id,
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f'{user.username} → {project.name}',
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f'scope={scope_label}')
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flash(f'Customer "{user.username}" assigned to contract "{project.name}".', 'success')
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return redirect(url_for('projects.view', project_id=project_id))
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return render_template(
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'projects/assignment_form.html',
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form=form,
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project=project,
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title='Add Customer Assignment',
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)
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# ── Customer Assignment — Remove ──────────────────────────────────────────────
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@bp.route('/assignments/<int:assignment_id>/remove', methods=['POST'])
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@login_required
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@admin_required
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def remove_assignment(assignment_id):
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assignment = db.session.get(CustomerAssignment, assignment_id)
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if assignment is None:
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abort(404)
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project_id = assignment.project_id
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project = db.session.get(Project, project_id)
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if project is None:
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abort(404)
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user = db.session.get(User, assignment.user_id)
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username = user.username if user else f'user_id={assignment.user_id}'
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assignment_id_snap = assignment.id
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db.session.delete(assignment)
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db.session.commit()
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logger.info('PROJECTS | assignment_remove | admin=%s customer=%s project_id=%s',
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current_user.username, username, project_id)
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log_action(ACTION_DELETE, 'CustomerAssignment', assignment_id_snap,
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f'{username} → {project.name}')
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flash(f'Assignment for "{username}" removed.', 'success')
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return redirect(url_for('projects.view', project_id=project_id))
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# ── Bulk Import — Excel template download ─────────────────────────────────────
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@bp.route('/import/template')
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@login_required
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@supervisor_required
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def import_template():
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"""Download a blank .xlsx showing the expected import format."""
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import io
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from openpyxl import Workbook
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from openpyxl.styles import Font, PatternFill, Alignment
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wb = Workbook()
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# ── Sheet 1: Contracts ────────────────────────────────────────────────
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ws_c = wb.active
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ws_c.title = 'Contracts'
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hdr_fill = PatternFill('solid', start_color='1F4E79')
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hdr_font = Font(bold=True, color='FFFFFF')
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hdr_align = Alignment(horizontal='center', vertical='center')
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contract_headers = ['contract_name', 'description', 'active']
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for col, h in enumerate(contract_headers, 1):
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cell = ws_c.cell(row=1, column=col, value=h)
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cell.font = hdr_font
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cell.fill = hdr_fill
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cell.alignment = hdr_align
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# Example rows
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ws_c.append(['Acme Corp - Downtown', 'Main office complex cleaning contract', 'yes'])
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ws_c.append(['Acme Corp - Warehouse', '', 'yes'])
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ws_c.column_dimensions['A'].width = 30
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ws_c.column_dimensions['B'].width = 40
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ws_c.column_dimensions['C'].width = 10
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# ── Sheet 2: Facilities ───────────────────────────────────────────────
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ws_f = wb.create_sheet('Facilities')
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facility_headers = [
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'contract_name', 'facility_name', 'address',
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'contact_person', 'contact_phone', 'active',
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]
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for col, h in enumerate(facility_headers, 1):
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cell = ws_f.cell(row=1, column=col, value=h)
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cell.font = hdr_font
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cell.fill = hdr_fill
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cell.alignment = hdr_align
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ws_f.append(['Acme Corp - Downtown', 'Tower A', '123 Main St, Suite 100', 'Jane Smith', '555-0101', 'yes'])
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ws_f.append(['Acme Corp - Downtown', 'Parking Garage', '123 Main St, Level B1', '', '', 'yes'])
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ws_f.append(['Acme Corp - Warehouse', 'Bay 1', '456 Industrial Blvd', 'Bob Jones', '555-0202', 'yes'])
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ws_f.column_dimensions['A'].width = 30
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ws_f.column_dimensions['B'].width = 25
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ws_f.column_dimensions['C'].width = 35
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ws_f.column_dimensions['D'].width = 20
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ws_f.column_dimensions['E'].width = 15
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ws_f.column_dimensions['F'].width = 10
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buf = io.BytesIO()
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wb.save(buf)
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buf.seek(0)
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return Response(
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buf.getvalue(),
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mimetype='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
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headers={'Content-Disposition': 'attachment; filename="contract_facility_import_template.xlsx"'},
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)
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# ── Bulk Import — upload → preview → confirm ──────────────────────────────────
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@bp.route('/import', methods=['GET', 'POST'])
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@login_required
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@supervisor_required
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def bulk_import():
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"""Two-phase Excel import for Contracts (Projects) and Facilities.
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Phase 1 (GET / POST with file):
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Parse and validate the workbook, return a preview. No DB writes.
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Phase 2 (POST with confirmed=1):
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Write all validated rows to the database.
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Excel format (two sheets)
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--------------------------
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Sheet "Contracts": contract_name*, description, active
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Sheet "Facilities": contract_name*, facility_name*, address,
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contact_person, contact_phone, active
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* required columns.
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- "active" column: any of yes/true/1 → True; blank defaults to True.
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- Contracts that already exist (by name, case-insensitive) are reused,
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not duplicated.
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- Facilities that already exist (same name within same contract) are
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skipped and reported.
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"""
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import io, json
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from flask import session as _session
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# ── Phase 2: commit ───────────────────────────────────────────────────
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if request.method == 'POST' and request.form.get('confirmed') == '1':
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rows_json = request.form.get('rows_json', '[]')
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try:
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rows = json.loads(rows_json)
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except Exception:
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flash('Import session expired. Please re-upload the file.', 'danger')
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return redirect(url_for('projects.bulk_import'))
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created_contracts = 0
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reused_contracts = 0
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created_facilities = 0
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skipped_facilities = 0
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# Cache contracts created/found in this batch
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contract_cache = {} # lower-name → Project
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for row in rows:
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cname = row['contract_name']
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cdesc = row.get('description') or None
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c_active = row.get('contract_active', True)
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fname = row.get('facility_name') or None
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# Get or create contract
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cache_key = cname.strip().lower()
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project = contract_cache.get(cache_key)
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if project is None:
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project = Project.query.filter(
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db.func.lower(Project.name) == cache_key
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).first()
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if project is None:
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project = Project(
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name = cname.strip(),
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description = cdesc,
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active = c_active,
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)
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db.session.add(project)
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db.session.flush()
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contract_cache[cache_key] = project
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created_contracts += 1
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log_action(ACTION_CREATE, 'Project', project.id, project.name,
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f'active={c_active}; source=bulk_import')
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logger.info('BULK IMPORT | contract_created | name=%s by=%s',
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project.name, current_user.username)
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else:
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contract_cache[cache_key] = project
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reused_contracts += 1
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# Create facility if present in this row
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if fname:
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faddr = row.get('address') or None
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fcp = row.get('contact_person') or None
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fphone = row.get('contact_phone') or None
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f_active = row.get('facility_active', True)
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existing_fac = Facility.query.filter(
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Facility.project_id == project.id,
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db.func.lower(Facility.name) == fname.strip().lower(),
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).first()
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if existing_fac:
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skipped_facilities += 1
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else:
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facility = Facility(
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name = fname.strip(),
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address = faddr,
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contact_person = fcp,
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contact_phone = fphone,
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active = f_active,
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project_id = project.id,
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)
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db.session.add(facility)
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db.session.flush()
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created_facilities += 1
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log_action(ACTION_CREATE, 'Facility', facility.id, facility.name,
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f'project_id={project.id}; source=bulk_import')
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logger.info('BULK IMPORT | facility_created | name=%s project_id=%s by=%s',
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facility.name, project.id, current_user.username)
|
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db.session.commit()
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logger.info(
|
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'BULK IMPORT COMMITTED | by=%s | contracts_new=%s contracts_reused=%s '
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'facilities_new=%s facilities_skipped=%s',
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current_user.username, created_contracts, reused_contracts,
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created_facilities, skipped_facilities,
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)
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|
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parts = []
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if created_contracts:
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parts.append(f'{created_contracts} contract(s) created')
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if reused_contracts:
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parts.append(f'{reused_contracts} existing contract(s) reused')
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|
if created_facilities:
|
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parts.append(f'{created_facilities} facilit{"y" if created_facilities == 1 else "ies"} created')
|
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if skipped_facilities:
|
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parts.append(f'{skipped_facilities} duplicate facilit{"y" if skipped_facilities == 1 else "ies"} skipped')
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flash('Import complete: ' + ', '.join(parts) + '.', 'success')
|
|
return redirect(url_for('projects.index'))
|
|
|
|
# ── Phase 1: parse and validate ───────────────────────────────────────
|
|
preview_rows = []
|
|
errors = []
|
|
raw_valid_rows = []
|
|
|
|
if request.method == 'POST':
|
|
file = request.files.get('xlsx_file')
|
|
|
|
if not file or not file.filename:
|
|
flash('Please select an Excel file to upload.', 'warning')
|
|
return render_template('projects/import.html')
|
|
|
|
if not file.filename.lower().endswith(('.xlsx', '.xlsm')):
|
|
flash('Only .xlsx / .xlsm files are accepted.', 'danger')
|
|
return render_template('projects/import.html')
|
|
|
|
try:
|
|
from openpyxl import load_workbook
|
|
wb = load_workbook(filename=io.BytesIO(file.stream.read()), data_only=True)
|
|
except Exception as exc:
|
|
flash(f'Could not open workbook: {exc}', 'danger')
|
|
return render_template('projects/import.html')
|
|
|
|
# ── Parse Contracts sheet ─────────────────────────────────────────
|
|
if 'Contracts' not in wb.sheetnames:
|
|
flash('Workbook is missing the "Contracts" sheet. Download the template and try again.', 'danger')
|
|
return render_template('projects/import.html')
|
|
|
|
ws_c = wb['Contracts']
|
|
c_rows = list(ws_c.iter_rows(values_only=True))
|
|
if not c_rows:
|
|
flash('"Contracts" sheet is empty.', 'danger')
|
|
return render_template('projects/import.html')
|
|
|
|
c_headers = [str(h).strip().lower() if h else '' for h in c_rows[0]]
|
|
if 'contract_name' not in c_headers:
|
|
flash('"Contracts" sheet is missing required column "contract_name".', 'danger')
|
|
return render_template('projects/import.html')
|
|
|
|
def col(headers, name):
|
|
try:
|
|
return headers.index(name)
|
|
except ValueError:
|
|
return None
|
|
|
|
c_name_idx = col(c_headers, 'contract_name')
|
|
c_desc_idx = col(c_headers, 'description')
|
|
c_active_idx = col(c_headers, 'active')
|
|
|
|
# name → {description, active} for valid contracts found in sheet
|
|
contract_sheet = {} # lower-name → dict
|
|
contract_errors = []
|
|
|
|
for i, row in enumerate(c_rows[1:], start=2):
|
|
cname = str(row[c_name_idx]).strip() if row[c_name_idx] is not None else ''
|
|
if not cname or cname.lower() == 'none':
|
|
contract_errors.append(f'Row {i}: contract_name is required')
|
|
continue
|
|
raw_active = row[c_active_idx] if c_active_idx is not None else None
|
|
c_active = _parse_bool(raw_active, default=True)
|
|
cdesc = str(row[c_desc_idx]).strip() if (c_desc_idx is not None and row[c_desc_idx] is not None) else ''
|
|
contract_sheet[cname.lower()] = {
|
|
'contract_name': cname,
|
|
'description': cdesc or None,
|
|
'contract_active': c_active,
|
|
}
|
|
|
|
# ── Parse Facilities sheet ────────────────────────────────────────
|
|
facility_sheet_rows = []
|
|
if 'Facilities' in wb.sheetnames:
|
|
ws_f = wb['Facilities']
|
|
f_rows = list(ws_f.iter_rows(values_only=True))
|
|
if f_rows:
|
|
f_headers = [str(h).strip().lower() if h else '' for h in f_rows[0]]
|
|
f_cname_idx = col(f_headers, 'contract_name')
|
|
f_fname_idx = col(f_headers, 'facility_name')
|
|
f_addr_idx = col(f_headers, 'address')
|
|
f_cp_idx = col(f_headers, 'contact_person')
|
|
f_phone_idx = col(f_headers, 'contact_phone')
|
|
f_active_idx = col(f_headers, 'active')
|
|
|
|
if f_cname_idx is None or f_fname_idx is None:
|
|
flash('"Facilities" sheet is missing required columns "contract_name" or "facility_name".', 'danger')
|
|
return render_template('projects/import.html')
|
|
|
|
for i, row in enumerate(f_rows[1:], start=2):
|
|
cname = str(row[f_cname_idx]).strip() if row[f_cname_idx] is not None else ''
|
|
fname = str(row[f_fname_idx]).strip() if row[f_fname_idx] is not None else ''
|
|
if not cname or cname.lower() == 'none':
|
|
continue # skip blank rows silently
|
|
if not fname or fname.lower() == 'none':
|
|
continue
|
|
raw_active = row[f_active_idx] if f_active_idx is not None else None
|
|
facility_sheet_rows.append({
|
|
'sheet_row': i,
|
|
'contract_name': cname,
|
|
'facility_name': fname,
|
|
'address': str(row[f_addr_idx]).strip() if (f_addr_idx is not None and row[f_addr_idx]) else '',
|
|
'contact_person': str(row[f_cp_idx]).strip() if (f_cp_idx is not None and row[f_cp_idx]) else '',
|
|
'contact_phone': str(row[f_phone_idx]).strip() if (f_phone_idx is not None and row[f_phone_idx]) else '',
|
|
'facility_active': _parse_bool(raw_active, default=True),
|
|
})
|
|
|
|
# ── Build preview rows ────────────────────────────────────────────
|
|
#
|
|
# Strategy: one preview row per (contract) from Contracts sheet,
|
|
# then one preview row per facility from Facilities sheet.
|
|
# Validation: facility's contract_name must appear in Contracts sheet.
|
|
|
|
existing_projects = {
|
|
p.name.strip().lower(): p
|
|
for p in Project.query.all()
|
|
}
|
|
|
|
row_num = 0
|
|
|
|
# Contract rows
|
|
for lower_name, cdata in contract_sheet.items():
|
|
row_num += 1
|
|
row_errors = []
|
|
if lower_name in existing_projects:
|
|
status = 'exists'
|
|
note = 'Contract already exists — will be reused'
|
|
else:
|
|
status = 'ok'
|
|
note = ''
|
|
preview_rows.append({
|
|
'row': row_num,
|
|
'sheet': 'Contracts',
|
|
'contract_name': cdata['contract_name'],
|
|
'facility_name': '',
|
|
'note': note,
|
|
'status': status,
|
|
'errors': row_errors,
|
|
})
|
|
if status != 'error':
|
|
raw_valid_rows.append({
|
|
'contract_name': cdata['contract_name'],
|
|
'description': cdata['description'],
|
|
'contract_active': cdata['contract_active'],
|
|
'facility_name': None,
|
|
})
|
|
|
|
# Facility rows
|
|
seen_facilities = set() # (lower_contract, lower_facility) within file
|
|
for frow in facility_sheet_rows:
|
|
row_num += 1
|
|
row_errors = []
|
|
lower_c = frow['contract_name'].lower()
|
|
lower_f = frow['facility_name'].lower()
|
|
|
|
if lower_c not in contract_sheet:
|
|
row_errors.append(
|
|
f'Contract "{frow["contract_name"]}" not found in the Contracts sheet'
|
|
)
|
|
|
|
dup_key = (lower_c, lower_f)
|
|
if dup_key in seen_facilities:
|
|
row_errors.append('Duplicate facility name within this contract in the file')
|
|
else:
|
|
seen_facilities.add(dup_key)
|
|
|
|
# Check DB for existing facility with same name in same contract
|
|
db_conflict = False
|
|
if not row_errors:
|
|
proj = existing_projects.get(lower_c)
|
|
if proj:
|
|
db_conflict = Facility.query.filter(
|
|
Facility.project_id == proj.id,
|
|
db.func.lower(Facility.name) == lower_f,
|
|
).first() is not None
|
|
|
|
if db_conflict:
|
|
status = 'exists'
|
|
note = 'Facility already exists in this contract — will be skipped'
|
|
elif row_errors:
|
|
status = 'error'
|
|
note = ''
|
|
else:
|
|
status = 'ok'
|
|
note = ''
|
|
|
|
preview_rows.append({
|
|
'row': frow['sheet_row'],
|
|
'sheet': 'Facilities',
|
|
'contract_name': frow['contract_name'],
|
|
'facility_name': frow['facility_name'],
|
|
'note': note,
|
|
'status': status,
|
|
'errors': row_errors,
|
|
})
|
|
if status == 'ok':
|
|
raw_valid_rows.append({
|
|
'contract_name': frow['contract_name'],
|
|
'description': None,
|
|
'contract_active': True,
|
|
'facility_name': frow['facility_name'],
|
|
'address': frow['address'] or None,
|
|
'contact_person': frow['contact_person'] or None,
|
|
'contact_phone': frow['contact_phone'] or None,
|
|
'facility_active': frow['facility_active'],
|
|
})
|
|
|
|
valid_count = sum(1 for r in preview_rows if r['status'] == 'ok')
|
|
has_errors = any(r['status'] == 'error' for r in preview_rows)
|
|
rows_json = json.dumps(raw_valid_rows)
|
|
|
|
# Contract-sheet parse errors shown as flash
|
|
for ce in contract_errors:
|
|
flash(ce, 'warning')
|
|
|
|
return render_template(
|
|
'projects/import.html',
|
|
preview_rows = preview_rows,
|
|
valid_count = valid_count,
|
|
has_errors = has_errors,
|
|
rows_json = rows_json,
|
|
)
|
|
|
|
return render_template('projects/import.html')
|
|
|
|
|
|
def _parse_bool(value, default=True):
|
|
"""Convert Excel cell value to Python bool for 'active' columns."""
|
|
if value is None:
|
|
return default
|
|
s = str(value).strip().lower()
|
|
if s in ('yes', 'true', '1', 'y'):
|
|
return True
|
|
if s in ('no', 'false', '0', 'n'):
|
|
return False
|
|
return default
|