Source code for purchasing.opportunities.models

# -*- coding: utf-8 -*-

import pytz
import datetime

from flask import current_app

from purchasing.database import Column, Model, db, ReferenceCol
from purchasing.utils import localize_today, localize_now

from sqlalchemy.schema import Table
from sqlalchemy.orm import backref
from sqlalchemy.dialects.postgresql import ARRAY, TSVECTOR

from purchasing.notifications import Notification
from purchasing.utils import build_downloadable_groups, random_id
from purchasing.users.models import User, Role

category_vendor_association_table = Table(
    'category_vendor_association', Model.metadata,
    Column('category_id', db.Integer, db.ForeignKey('category.id', ondelete='SET NULL'), index=True),
    Column('vendor_id', db.Integer, db.ForeignKey('vendor.id', ondelete='SET NULL'), index=True)
)

category_opportunity_association_table = Table(
    'category_opportunity_association', Model.metadata,
    Column('category_id', db.Integer, db.ForeignKey('category.id', ondelete='SET NULL'), index=True),
    Column('opportunity_id', db.Integer, db.ForeignKey('opportunity.id', ondelete='SET NULL'), index=True)
)

opportunity_vendor_association_table = Table(
    'opportunity_vendor_association_table', Model.metadata,
    Column('opportunity_id', db.Integer, db.ForeignKey('opportunity.id', ondelete='SET NULL'), index=True),
    Column('vendor_id', db.Integer, db.ForeignKey('vendor.id', ondelete='SET NULL'), index=True)
)

[docs]class Category(Model): '''Category model for opportunities and Vendor signups Categories are based on the codes created by the `National Institute of Government Purchasing (NIGP) <http://www.nigp.org/eweb/StartPage.aspx>`_. The names of the categories have been re-written a bit to make them more human-readable and in some cases a bit more modern. Attributes: id: Primary key unique ID nigp_codes: Array of integers refering to NIGP codes. category: parent top-level category subcategory: NIGP designated subcategory name category_friendly_name: Rewritten, more human-readable subcategory name examples: Pipe-delimited examples of items that fall in each subcategory examples_tsv: TSVECTOR of the examples for that subcategory See Also: The :ref:`nigp-importer` contains more information about how NIGP codes are imported into the system. ''' __tablename__ = 'category' id = Column(db.Integer, primary_key=True, index=True) nigp_codes = Column(ARRAY(db.Integer())) category = Column(db.String(255)) subcategory = Column(db.String(255)) category_friendly_name = Column(db.Text) examples = Column(db.Text) examples_tsv = Column(TSVECTOR) def __unicode__(self): return u'{sub} (in {main})'.format(sub=self.category_friendly_name, main=self.category) @classmethod
[docs] def parent_category_query_factory(cls): '''Query factory to return a query of all of the distinct top-level categories ''' return db.session.query(db.distinct(cls.category).label('category')).order_by('category')
@classmethod
[docs] def query_factory(cls): '''Query factory that returns all category/subcategory pairs ''' return cls.query
[docs]class Opportunity(Model): '''Base Opportunity Model -- the central point for Beacon The Beacon model is centered around three dates: :py:attr:`~purchasing.opportunities.models.Opportunity.planned_publish`, :py:attr:`~purchasing.opportunities.models.Opportunity.planned_submission_start`, and :py:attr:`~purchasing.opportunities.models.Opportunity.planned_submission_end`. The publish date is when opportunities that are approved appear on Beacon. The publication date also is when vendors are notified via email. Attributes: id: Primary key unique ID title: Title of the Opportunity description: Short (maximum 500-word) description of the opportunity planned_publish: Date when the opportunity should show up on Beacon planned_submission_start: Date when vendors can begin submitting responses to the opportunity planned_submission_end: Deadline for submitted responses to the Opportunity vendor_documents_needed: Array of integers that relate to :py:class:`~purchasing.opportunities.models.RequiredBidDocument` ids is_public: True if opportunity is approved (publicly visible), False otherwise is_archived: True if opportunity is archived (not visible), False otherwise published_at: Date when an alert email was sent out to relevant vendors publish_notification_sent: True is notification sent, False otherwise department_id: ID of primary :py:class:`~purchasing.users.models.Department` for this opportunity department: Sqlalchemy relationship to primary :py:class:`~purchasing.users.models.Department` for this opportunity contact_id: ID of the :py:class:`~purchasing.users.models.User` for this opportunity contact: Sqlalchemy relationship to :py:class:`~purchasing.users.models.User` for this opportunity categories: Many-to-many relationship of the :py:class:`~purchasing.opportunities.models.Category` objects for this opportunity created_from_id: ID of the :py:class:`~purchasing.data.models.ContractBase` this opportunity was created from through Conductor opportunity_type_id: ID of the :py:class:`~purchasing.data.models.ContractType` opportunity_type: Sqlalchemy relationship to the :py:class:`~purchasing.data.models.ContractType` See Also: For more on the Conductor <--> Beacon relationship, look at the :py:func:`~purchasing.conductor.handle_form()` Conductor utility method and the :py:class:`~purchasing.conductor.forms.PostOpportunityForm` Conductor Form ''' __tablename__ = 'opportunity' id = Column(db.Integer, primary_key=True) title = Column(db.String(255)) description = Column(db.Text) planned_publish = Column(db.DateTime, nullable=False) planned_submission_start = Column(db.DateTime, nullable=False) planned_submission_end = Column(db.DateTime, nullable=False) vendor_documents_needed = Column(ARRAY(db.Integer())) is_public = Column(db.Boolean(), default=False) is_archived = Column(db.Boolean(), default=False, nullable=False) published_at = Column(db.DateTime, nullable=True) publish_notification_sent = Column(db.Boolean, default=False, nullable=False) department_id = ReferenceCol('department', ondelete='SET NULL', nullable=True) department = db.relationship( 'Department', backref=backref('opportunities', lazy='dynamic') ) contact_id = ReferenceCol('users', ondelete='SET NULL') contact = db.relationship( 'User', backref=backref('opportunities', lazy='dynamic'), foreign_keys='Opportunity.contact_id' ) categories = db.relationship( 'Category', secondary=category_opportunity_association_table, backref='opportunities', collection_class=set ) created_from_id = ReferenceCol('contract', ondelete='cascade', nullable=True) opportunity_type_id = ReferenceCol('contract_type', ondelete='SET NULL', nullable=True) opportunity_type = db.relationship( 'ContractType', backref=backref('opportunities', lazy='dynamic'), ) @classmethod
[docs] def create(cls, data, user, documents, publish=False): '''Create a new opportunity Arguments: data: dictionary of fields needed to populate new opportunity object user: :py:class:`~purchasing.users.models.User` object creating the new opportunity documents: The documents FieldList from the :py:class:`~purchasing.opportunities.forms.OpportunityForm` Keyword Arguments: publish: Boolean as to whether to publish this document. If True, it will set ``is_public`` to True. See Also: The :py:class:`~purchasing.opportunities.forms.OpportunityForm` and :py:class:`~purchasing.opportunities.forms.OpportunityDocumentForm` have more information about the documents. ''' opportunity = Opportunity(**data) current_app.logger.info( u'''BEACON NEW - New Opportunity Created: Department: {} | Title: {} | Publish Date: {} | Submission Start Date: {} | Submission End Date: {} '''.format( opportunity.id, opportunity.department.name if opportunity.department else '', opportunity.title, str(opportunity.planned_publish), str(opportunity.planned_submission_start), str(opportunity.planned_submission_end) ) ) if not (user.is_conductor() or publish): # only send 'your post has been sent/a new post needs review' # emails when 1. the submitter isn't from OMB and 2. they are # saving a draft as opposed to publishing the opportunity opportunity.notify_approvals(user) opportunity._handle_uploads(documents) opportunity._publish(publish) return opportunity
[docs] def raw_update(self, **kwargs): '''Performs a basic update based on the passed kwargs. Arguments: **kwargs: Keyword arguments of fields to be updated in the existing Opportunity model ''' super(Opportunity, self).update(**kwargs)
[docs] def update(self, data, user, documents, publish=False): '''Performs an update, uploads new documents, and publishes Arguments: data: dictionary of fields needed to populate new opportunity object user: :py:class:`~purchasing.users.models.User` object updating the opportunity documents: The documents FieldList from the :py:class:`~purchasing.opportunities.forms.OpportunityForm` Keyword Arguments: publish: Boolean as to whether to publish this document. If True, it will set ``is_public`` to True. ''' data.pop('publish_notification_sent', None) for attr, value in data.iteritems(): setattr(self, attr, value) current_app.logger.info( u'''BEACON Update - Opportunity Updated: ID: {} | Title: {} | Publish Date: {} | Submission Start Date: {} | Submission End Date: {} '''.format( self.id, self.title, str(self.planned_publish), str(self.planned_submission_start), str(self.planned_submission_end) ) ) self._handle_uploads(documents) self._publish(publish)
@property def is_published(self): '''Determine if an opportunity can be displayed Returns: True if the planned publish date is before or on today, and the opportunity is approved, False otherwise ''' return self.coerce_to_date(self.planned_publish) <= localize_today() and self.is_public @property def is_upcoming(self): '''Determine if an opportunity is upcoming Returns: True if the planned publish date is before or on today, is approved, is not accepting submissions, and is not closed; False otherwise ''' return self.coerce_to_date(self.planned_publish) <= localize_today() and \ not self.is_submission_start and not self.is_submission_end and self.is_public @property def is_submission_start(self): '''Determine if the oppportunity is accepting submissions Returns: True if the submission start date and planned publish date are before or on today, is approved, and the opportunity is not closed; False otherwise ''' return self.coerce_to_date(self.planned_submission_start) <= localize_today() and \ self.coerce_to_date(self.planned_publish) <= localize_today() and \ not self.is_submission_end and self.is_public @property def is_submission_end(self): '''Determine if an opportunity is closed to new submissions Returns: True if the submission end date is on or before today, and it is approved ''' return pytz.UTC.localize(self.planned_submission_end).astimezone( current_app.config['DISPLAY_TIMEZONE'] ) <= localize_now() and \ self.is_public @property def has_docs(self): '''True if the opportunity has at least one document, False otherwise ''' return self.opportunity_documents.count() > 0
[docs] def estimate_submission_start(self): '''Returns the month/year based on submission start date ''' return self.planned_submission_start.strftime('%B %d, %Y')
[docs] def estimate_submission_end(self): '''Returns the localized date and time based on submission end date ''' return pytz.UTC.localize(self.planned_submission_end).astimezone( current_app.config['DISPLAY_TIMEZONE'] ).strftime('%B %d, %Y at %I:%M%p %Z')
[docs] def can_view(self, user): '''Check if a user can see opportunity detail Arguments: user: A :py:class:`~purchasing.users.models.User` object Returns: Boolean indiciating if the user can view this opportunity ''' return False if user.is_anonymous and not self.is_published else True
[docs] def can_edit(self, user): '''Check if a user can edit the contract Arguments: user: A :py:class:`~purchasing.users.models.User` object Returns: Boolean indiciating if the user can edit this opportunity. Conductors, the opportunity creator, and the primary opportunity contact can all edit the opportunity before it is published. After it is published, only conductors can edit it. ''' if self.is_public and user.is_conductor(): return True elif not self.is_public and \ (user.is_conductor() or user.id in (self.created_by_id, self.contact_id)): return True return False
[docs] def coerce_to_date(self, field): '''Coerces the input field to a datetime.date object Arguments: field: A datetime.datetime or datetime.date object Returns: A datetime.date object ''' if isinstance(field, datetime.datetime): return field.date() if isinstance(field, datetime.date): return field return field
[docs] def get_vendor_emails(self): '''Return list of all signed up vendors ''' return [i.email for i in self.vendors]
[docs] def has_vendor_documents(self): '''Returns a Boolean for whether there are required bid documents See Also: :py:class:`~purchasing.opportunities.models.RequiredBidDocument` ''' return self.vendor_documents_needed and len(self.vendor_documents_needed) > 0
[docs] def get_vendor_documents(self): '''Returns a list of documents the the vendor will need to provide See Also: :py:class:`~purchasing.opportunities.models.RequiredBidDocument` ''' if self.has_vendor_documents(): return RequiredBidDocument.query.filter( RequiredBidDocument.id.in_(self.vendor_documents_needed) ).all() return []
[docs] def get_events(self): '''Returns the opportunity dates out as a nice ordered list for rendering ''' return [ { 'event': 'bid_submission_start', 'classes': 'event event-submission_start', 'date': self.estimate_submission_start(), 'description': 'Opportunity opens for submissions.' }, { 'event': 'bid_submission_end', 'classes': 'event event-submission_end', 'date': self.estimate_submission_end(), 'description': 'Deadline to submit proposals.' } ]
def _handle_uploads(self, documents): opp_documents = self.opportunity_documents.all() for document in documents.entries: if document.title.data == '': continue _id = self.id if self.id else random_id(6) _file = document.document.data if _file.filename in [i.name for i in opp_documents]: continue filename, filepath = document.upload_document(_id) if filepath: self.opportunity_documents.append(OpportunityDocument( name=document.title.data, href=filepath )) def _publish(self, publish): if not self.is_public: if publish: self.is_public = True
[docs] def notify_approvals(self, user): '''Send the approval notifications to everyone with approval rights Arguments: user: A :py:class:`~purchasing.users.models.User` object ''' Notification( to_email=[user.email], subject='Your post has been sent to OMB for approval', html_template='opportunities/emails/staff_postsubmitted.html', txt_template='opportunities/emails/staff_postsubmitted.txt', opportunity=self ).send(multi=True) Notification( to_email=db.session.query(User.email).filter( User.roles.any(Role.name.in_(['conductor', 'admin', 'superadmin'])) ).all(), subject='A new Beacon post needs review', html_template='opportunities/emails/admin_postforapproval.html', txt_template='opportunities/emails/admin_postforapproval.txt', opportunity=self ).send(multi=True)
[docs] def send_publish_email(self): '''Sends the "new opportunity available" email to subscribed vendors If a new Opportunity is created and it has a publish date before or on today's date, it will trigger an immediate publish email send. This operates in a very similar way to the nightly :py:class:`~purchasing.jobs.beacon_nightly.BeaconNewOppotunityOpenJob`. It will build a list of all vendors signed up to the Opportunity or to any of the categories that describe the Opportunity. ''' if self.is_published and not self.publish_notification_sent: opp_categories = [i.id for i in self.categories] vendors = Vendor.query.filter( Vendor.categories.any(Category.id.in_(opp_categories)) ).all() Notification( to_email=[i.email for i in vendors], subject='A new City of Pittsburgh opportunity from Beacon!', html_template='opportunities/emails/newopp.html', txt_template='opportunities/emails/newopp.txt', opportunity=self ).send(multi=True) self.publish_notification_sent = True self.published_at = datetime.datetime.utcnow() current_app.logger.info( u'''BEACON PUBLISHED: ID: {} | Title: {} | Publish Date: {} | Submission Start Date: {} | Submission End Date: {} '''.format( self.id, self.title, str(self.planned_publish), str(self.planned_submission_start), str(self.planned_submission_end) ) ) return True return False
[docs]class OpportunityDocument(Model): '''Model for bid documents associated with opportunities Attributes: id: Primary key unique ID opportunity_id: Foreign Key relationship back to the related :py:class:`~purchasing.opportunities.models.Opportunity` opportunity: Sqlalchemy relationship back to the related :py:class:`~purchasing.opportunities.models.Opportunity` name: Name of the document for display href: Link to the document ''' __tablename__ = 'opportunity_document' id = Column(db.Integer, primary_key=True, index=True) opportunity_id = ReferenceCol('opportunity', ondelete='cascade') opportunity = db.relationship( 'Opportunity', backref=backref('opportunity_documents', lazy='dynamic', cascade='all, delete-orphan') ) name = Column(db.String(255)) href = Column(db.Text())
[docs] def get_href(self): '''Builds link to the file Returns: S3 link if using S3, local filesystem link otherwise ''' if current_app.config['UPLOAD_S3']: return self.href else: if self.href.startswith('http'): return self.href return 'file://{}'.format(self.href)
[docs] def clean_name(self): '''Replaces underscores with spaces ''' return self.name.replace('_', ' ')
[docs]class RequiredBidDocument(Model): '''Model for documents that a vendor would be required to provide There are two types of documents associated with an opportunity -- documents that the City will provide (RFP/IFB/RFQ, Q&A documents, etc.), and documents that the bidder will need to provide upon bidding (Insurance certificates, Bid bonds, etc.). This model describes the latter. See Also: These models get rendered into a select multi with the descriptions rendered in tooltips. For more on how this works, see the :py:func:`~purchasing.opportunities.utils.select_multi_checkbox`. Attributes: id: Primary key unique ID display_name: Display name for the document description: Description of what the document is, rendered in a tooltip form_href: A link to an example document ''' __tablename__ = 'document' id = Column(db.Integer, primary_key=True, index=True) display_name = Column(db.String(255), nullable=False) description = Column(db.Text, nullable=False) form_href = Column(db.String(255))
[docs] def get_choices(self): '''Builds a custom two-tuple for the CHOICES. Returns: Two-tuple of (ID, [name, description, href]), which can then be passed to :py:func:`~purchasing.opportunities.utils.select_multi_checkbox` to generate multi-checkbox fields ''' return (self.id, [self.display_name, self.description, self.form_href])
@classmethod
[docs] def generate_choices(cls): '''Builds a list of custom CHOICES Returns: List of two-tuples described in the :py:meth:`RequiredBidDocument.get_choices` method ''' return [i.get_choices() for i in cls.query.all()]
[docs]class Vendor(Model): '''Base Vendor model for businesses interested in Beacon The primary driving thought behind Beacon is that it should be as easy as possible to sign up to receive updates about new opportunities. Therefore, there are no Vendor accounts or anything like that, just email addresses and business names. Attributes: id: Primary key unique ID business_name: Name of the business, required email: Email address for the vendor, required first_name: First name of the vendor last_name: Last name of the vendor phone_number: Phone number for the vendor fax_number: Fax number for the vendor minority_owned: Whether the vendor is minority owned veteran_owned: Whether the vendor is veteran owned woman_owned: Whether the vendor is woman owned disadvantaged_owned: Whether the vendor is any class of Disadvantaged Business Enterprise (DBE) categories: Many-to-many relationship with :py:class:`~purchasing.opportunities.models.Category`; describes what the vendor is subscribed to opportunities: Many-to-many relationship with :py:class:`~purchasing.opportunities.models.Opportunity`; describes what opportunities the vendor is subscribed to subscribed_to_newsletter: Whether the vendor is subscribed to receive the biweekly newsletter of all opportunities ''' __tablename__ = 'vendor' id = Column(db.Integer, primary_key=True, index=True) business_name = Column(db.String(255), nullable=False) email = Column(db.String(80), unique=True, nullable=False) first_name = Column(db.String(30), nullable=True) last_name = Column(db.String(30), nullable=True) phone_number = Column(db.String(20)) fax_number = Column(db.String(20)) minority_owned = Column(db.Boolean()) veteran_owned = Column(db.Boolean()) woman_owned = Column(db.Boolean()) disadvantaged_owned = Column(db.Boolean()) categories = db.relationship( 'Category', secondary=category_vendor_association_table, backref='vendors', collection_class=set ) opportunities = db.relationship( 'Opportunity', secondary=opportunity_vendor_association_table, backref='vendors', collection_class=set ) subscribed_to_newsletter = Column(db.Boolean(), default=False, nullable=False) @classmethod
[docs] def newsletter_subscribers(cls): '''Query to return all vendors signed up to the newsletter ''' return cls.query.filter(cls.subscribed_to_newsletter == True).all()
[docs] def build_downloadable_row(self): '''Take a Vendor object and build a list for a .tsv download Returns: List of all vendor fields in order for a bulk vendor download ''' return [ self.first_name, self.last_name, self.business_name, self.email, self.phone_number, self.minority_owned, self.woman_owned, self.veteran_owned, self.disadvantaged_owned, build_downloadable_groups('category_friendly_name', self.categories), build_downloadable_groups('title', self.opportunities) ]
def __unicode__(self): return self.email