Added app to create customers #25

apimanager/apimanager/settings.py

@@ -48,6 +48,7 @@ INSTALLED_APPS = [
     'oauth',
     'consumers',
     'users',
+    'customers',
     'metrics',
     #'api_config',
 ]
@@ -167,6 +168,14 @@ LOGGING = {
             'handlers': ['console'],
             'level': 'INFO',
         },
+        'customers': {
+            'handlers': ['console'],
+            'level': 'INFO',
+        },
+        'metrics': {
+            'handlers': ['console'],
+            'level': 'INFO',
+        },
     },
 }
 

apimanager/apimanager/urls.py

@@ -13,6 +13,7 @@ urlpatterns = [
     url(r'^oauth/', include('oauth.urls')),
     url(r'^consumers/', include('consumers.urls')),
     url(r'^users/', include('users.urls')),
+    url(r'^customers/', include('customers.urls')),
     url(r'^metrics/', include('metrics.urls')),
     #url(r'^api_config/', include('api_config.urls')),
 ]

apimanager/base/templates/base.html

@@ -31,6 +31,8 @@
 					<li{% if consumers_index_url in request.path  %} class="active"{% endif %}><a href="{{ consumers_index_url }}">Consumers</a></li>
 					{% url "users-index" as users_index_url %}
 					<li{% if users_index_url in request.path  %} class="active"{% endif %}><a href="{{ users_index_url }}">Users</a></li>
+					{% url "customers-create" as customers_create_url %}
+					<li{% if customers_create_url in request.path  %} class="active"{% endif %}><a href="{{ customers_create_url }}">Customers</a></li>
 					{% url "metrics-index" as metrics_index_url %}
 					<li{% if metrics_index_url in request.path  %} class="active"{% endif %}><a href="{{ metrics_index_url }}">Metrics</a></li>
 					{% comment %}

apimanager/customers/apps.py

@@ -0,0 +1,5 @@
+from django.apps import AppConfig
+
+
+class CustomersConfig(AppConfig):
+    name = 'customers'

apimanager/customers/forms.py

@@ -0,0 +1,216 @@
+# -*- coding: utf-8 -*-
+"""
+Forms of customers app
+"""
+
+from django import forms
+
+DATETIME_INPUT_FORMAT = '%Y-%m-%dT%H:%M:%SZ'
+
+
+class CreateCustomerForm(forms.Form):
+    bank_id = forms.ChoiceField(
+        label='Bank',
+        widget=forms.Select(
+            attrs={
+                'class': 'form-control',
+            }
+        ),
+        choices=[],
+    )
+    user_id = forms.ChoiceField(
+        label='User',
+        widget=forms.Select(
+            attrs={
+                'class': 'form-control',
+            }
+        ),
+        choices=[],
+    )
+    customer_number = forms.CharField(
+        label='Customer Number',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'new customer number, e.g. 687687678',
+                'class': 'form-control',
+            }
+        ),
+    )
+    legal_name = forms.CharField(
+        label='Legal Name',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'NONE',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    mobile_phone_number = forms.CharField(
+        label='Mobile Phone Number',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': '+49 123 456 78 90 12',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    email = forms.CharField(
+        label='Email',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'person@example.com',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    face_image_url = forms.CharField(
+        label='Face Image URL',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'https://static.openbankproject.com/images/OBP/favicon.png',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    face_image_date = forms.DateTimeField(
+        label='Face Image Date',
+        input_formats=[DATETIME_INPUT_FORMAT],
+        widget=forms.DateTimeInput(
+            attrs={
+                'placeholder': '2013-01-22T00:08:00Z',
+                'class': 'form-control',
+            }
+        ),
+        required=True,
+    )
+    date_of_birth = forms.DateTimeField(
+        label='Date of Birth',
+        input_formats=[DATETIME_INPUT_FORMAT],
+        widget=forms.DateTimeInput(
+            attrs={
+                'placeholder': '2013-01-22T00:08:00Z',
+                'class': 'form-control',
+            }
+        ),
+        required=True,
+    )
+    relationship_status = forms.CharField(
+        label='Relationship Status',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'Single',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    dependants = forms.IntegerField(
+        label='Dependants',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': '0',
+                'class': 'form-control',
+            }
+        ),
+        initial=0,
+        required=True,
+    )
+    dob_of_dependants = forms.CharField(
+        label='Date of Birth of Dependants',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': '2013-01-22T00:08:00Z, 2010-01-22T00:08:00Z',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    credit_rating_rating = forms.CharField(
+        label='Credit Rating (Rating)',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'OBP',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    credit_rating_source = forms.CharField(
+        label='Credit Rating (Source)',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'OBP',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    credit_limit_currency = forms.CharField(
+        label='Credit Limit (Currency)',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'EUR',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    credit_limit_amount = forms.CharField(
+        label='Credit Limit (Amount)',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': '10',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    highest_education_attained = forms.CharField(
+        label='Highest Education Attained',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'Bachelor’s Degree',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    employment_status = forms.CharField(
+        label='Employment Status',
+        widget=forms.TextInput(
+            attrs={
+                'placeholder': 'Employed',
+                'class': 'form-control',
+            }
+        ),
+        required=False,
+    )
+    kyc_status = forms.BooleanField(
+        label='KYC Status',
+        widget=forms.CheckboxInput(
+            attrs={
+                'class': 'form-control',
+            }
+        ),
+        initial=True,
+        required=False,
+    )
+    last_ok_date = forms.DateTimeField(
+        label='Last OK Date',
+        input_formats=[DATETIME_INPUT_FORMAT],
+        widget=forms.DateTimeInput(
+            attrs={
+                'placeholder': '2013-01-22T00:08:00Z',
+                'class': 'form-control',
+            }
+        ),
+        required=True,
+    )
+
+    def __init__(self, *args, **kwargs):
+        kwargs.setdefault('label_suffix', '')
+        super(CreateCustomerForm, self).__init__(*args, **kwargs)

apimanager/customers/static/customers/css/customers.css

@@ -0,0 +1,8 @@
+#customers {
+    margin-bottom: 10px;
+}
+
+input#id_kyc_status {
+    width: auto;
+    margin: -4px 0;
+}

apimanager/customers/static/customers/js/customers.js

@@ -0,0 +1,2 @@
+$(document).ready(function($) {
+});

apimanager/customers/templates/customers/create.html

@@ -0,0 +1,201 @@
+{% extends 'base.html' %}
+{% load static %}
+
+{% block page_title %}{{ block.super }} / Customers{% endblock page_title %}
+
+
+{% block content %}
+<div id="customers">
+    <h1>Create Customer</h1>
+
+    <form action="{% url 'customers-create' %}" method="post">
+        {% csrf_token %}
+        {% if form.non_field_errors %}
+        <div class="alert alert-danger">
+            {{ form.non_field_errors }}
+        </div>
+        {% endif %}
+
+        <div class="row">
+            <div class="col-xs-12 col-sm-4">
+                {% if form.bank_id.errors %}<div class="alert alert-danger">{{ form.bank_id.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.bank_id.label_tag }}
+                    {{ form.bank_id }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-4">
+                {% if form.user_id.errors %}<div class="alert alert-danger">{{ form.user_id.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.user_id.label_tag }}
+                    {{ form.user_id }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-4">
+                {% if form.customer_number.errors %}<div class="alert alert-danger">{{ form.customer_number.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.customer_number.label_tag }}
+                    {{ form.customer_number }}
+                </div>
+            </div>
+        </div>
+
+        <div class="row">
+            <div class="col-xs-12 col-sm-4">
+                {% if form.legal_name.errors %}<div class="alert alert-danger">{{ form.legal_name.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.legal_name.label_tag }}
+                    {{ form.legal_name }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-4">
+                {% if form.mobile_phone_number.errors %}<div class="alert alert-danger">{{ form.mobile_phone_number.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.mobile_phone_number.label_tag }}
+                    {{ form.mobile_phone_number }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-4">
+                {% if form.email.errors %}<div class="alert alert-danger">{{ form.email.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.email.label_tag }}
+                    {{ form.email }}
+                </div>
+            </div>
+        </div>
+
+        <div class="row">
+            <div class="col-xs-12 col-sm-6">
+                {% if form.face_image_url.errors %}<div class="alert alert-danger">{{ form.face_image_url.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.face_image_url.label_tag }}
+                    {{ form.face_image_url }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-6">
+                {% if form.face_image_date.errors %}<div class="alert alert-danger">{{ form.face_image_date.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.face_image_date.label_tag }}
+                    {{ form.face_image_date }}
+                </div>
+            </div>
+        </div>
+
+        <div class="row">
+            <div class="col-xs-12 col-sm-6">
+                {% if form.date_of_birth.errors %}<div class="alert alert-danger">{{ form.date_of_birth.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.date_of_birth.label_tag }}
+                    {{ form.date_of_birth }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-6">
+                {% if form.relationship_status.errors %}<div class="alert alert-danger">{{ form.relationship_status.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.relationship_status.label_tag }}
+                    {{ form.relationship_status }}
+                </div>
+            </div>
+        </div>
+
+        <div class="row">
+            <div class="col-xs-12 col-sm-6">
+                {% if form.dependants.errors %}<div class="alert alert-danger">{{ form.dependants.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.dependants.label_tag }}
+                    {{ form.dependants }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-6">
+                {% if form.dob_of_dependants.errors %}<div class="alert alert-danger">{{ form.dob_of_dependants.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.dob_of_dependants.label_tag }}
+                    {{ form.dob_of_dependants }}
+                </div>
+            </div>
+        </div>
+
+        <div class="row">
+            <div class="col-xs-12 col-sm-6 col-md-3">
+                {% if form.credit_rating_rating.errors %}<div class="alert alert-danger">{{ form.credit_rating_rating.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.credit_rating_rating.label_tag }}
+                    {{ form.credit_rating_rating }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-6 col-md-3">
+                {% if form.credit_rating_source.errors %}<div class="alert alert-danger">{{ form.credit_rating_source.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.credit_rating_source.label_tag }}
+                    {{ form.credit_rating_source }}
+                </div>
+            </div>
+
+            <div class="col-xs-12 col-sm-6 col-md-3">
+                {% if form.credit_limit_currency.errors %}<div class="alert alert-danger">{{ form.credit_limit_currency.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.credit_limit_currency.label_tag }}
+                    {{ form.credit_limit_currency }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-6 col-md-3">
+                {% if form.credit_limit_amount.errors %}<div class="alert alert-danger">{{ form.credit_limit_amount.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.credit_limit_amount.label_tag }}
+                    {{ form.credit_limit_amount }}
+                </div>
+            </div>
+        </div>
+
+        <div class="row">
+            <div class="col-xs-12 col-sm-6">
+                {% if form.highest_education_attained.errors %}<div class="alert alert-danger">{{ form.highest_education_attained.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.highest_education_attained.label_tag }}
+                    {{ form.highest_education_attained }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-6">
+                {% if form.employment_status.errors %}<div class="alert alert-danger">{{ form.employment_status.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.employment_status.label_tag }}
+                    {{ form.employment_status }}
+                </div>
+            </div>
+        </div>
+
+        <div class="row">
+            <div class="col-xs-12 col-sm-6">
+                {% if form.kyc_status.errors %}<div class="alert alert-danger">{{ form.kyc_status.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.kyc_status.label_tag }}
+                    {{ form.kyc_status }}
+                </div>
+            </div>
+            <div class="col-xs-12 col-sm-6">
+                {% if form.last_ok_date.errors %}<div class="alert alert-danger">{{ form.last_ok_date.errors }}</div>{% endif %}
+                <div class="form-group">
+                    {{ form.last_ok_date.label_tag }}
+                    {{ form.last_ok_date }}
+                </div>
+            </div>
+        </div>
+
+        <input type="submit" value="Submit" class="btn btn-primary" />
+    </form>
+</div>
+{% endblock content %}
+
+
+{% block extrajs %}
+{% comment %}
+    <script type="text/javascript" src="{% static 'customers/js/customers.js' %}"></script>
+    <script type="text/javascript">
+    </script>
+{% endcomment %}
+{% endblock extrajs %}
+
+
+{% block extracss %}
+    <link href="{% static 'customers/css/customers.css' %}" rel="stylesheet">
+{% endblock extracss %}

apimanager/customers/urls.py

@@ -0,0 +1,14 @@
+# -*- coding: utf-8 -*-
+"""
+URLs for customers app
+"""
+
+from django.conf.urls import url
+
+from .views import CreateView
+
+urlpatterns = [
+    url(r'^$',
+        CreateView.as_view(),
+        name='customers-create'),
+]

apimanager/customers/views.py

@@ -0,0 +1,101 @@
+# -*- coding: utf-8 -*-
+"""
+Views of customers app
+"""
+
+import datetime
+
+from django.contrib import messages
+from django.contrib.auth.mixins import LoginRequiredMixin
+from django.http import HttpResponseRedirect
+from django.urls import reverse_lazy
+from django.views.generic import FormView
+
+from base.api import api, APIError
+
+from .forms import CreateCustomerForm, DATETIME_INPUT_FORMAT
+
+
+class CreateView(LoginRequiredMixin, FormView):
+    """View to create a customer"""
+    form_class = CreateCustomerForm
+    template_name = 'customers/create.html'
+    success_url = reverse_lazy('customers-create')
+
+    def get_bank_id_choices(self):
+        choices = [('', 'Choose ...')]
+        try:
+            result = api.get(self.request, '/banks')
+            for bank in result['banks']:
+                choices.append((bank['id'], bank['short_name']))
+        except APIError as err:
+            messages.error(err)
+        return choices
+
+    def get_user_id_choices(self):
+        choices = [('', 'Choose ...')]
+        try:
+            result = api.get(self.request, '/users')
+            for user in result['users']:
+                choices.append((user['user_id'], user['username']))
+        except APIError as err:
+            messages.error(err)
+        return choices
+
+    def get_form(self, *args, **kwargs):
+        form = super(CreateView, self).get_form(*args, **kwargs)
+        fields = form.fields
+        fields['bank_id'].choices = self.get_bank_id_choices()
+        fields['user_id'].choices = self.get_user_id_choices()
+        fields['last_ok_date'].initial =\
+            datetime.datetime.now().strftime(DATETIME_INPUT_FORMAT)
+        return form
+
+    def form_valid(self, form):
+        try:
+            data = form.cleaned_data
+            urlpath = '/banks/{}/customers'.format(data['bank_id'])
+            if data['dob_of_dependants']:
+                dob_of_dependants = data['dob_of_dependants'].split(',')
+            else:
+                dob_of_dependants = []
+            payload = {
+                'user_id': data['user_id'],
+                'customer_number': data['customer_number'],
+                'legal_name': data['legal_name'],
+                'mobile_phone_number': data['mobile_phone_number'],
+                'email': data['email'],
+                'face_image': {
+                    'url': data['face_image_url'],
+                    'date':
+                        data['face_image_date'].strftime(DATETIME_INPUT_FORMAT),
+                },
+                'date_of_birth':
+                    data['date_of_birth'].strftime(DATETIME_INPUT_FORMAT),
+                'relationship_status': data['relationship_status'],
+                'dependants': data['dependants'],
+                'dob_of_dependants': dob_of_dependants,
+                'credit_rating': {
+                    'rating': data['credit_rating_rating'],
+                    'source': data['credit_rating_source'],
+                },
+                'credit_limit': {
+                    'currency': data['credit_limit_currency'],
+                    'amount': data['credit_limit_amount'],
+                },
+                'highest_education_attained':
+                    data['highest_education_attained'],
+                'employment_status': data['employment_status'],
+                'kyc_status': data['kyc_status'],
+                'last_ok_date':
+                    data['last_ok_date'].strftime(DATETIME_INPUT_FORMAT),
+            }
+            result = api.post(self.request, urlpath, payload=payload)
+        except APIError as err:
+            messages.error(self.request, err)
+            return super(CreateView, self).form_invalid(form)
+
+        msg = 'Customer number {} has been created successfully!'.format(
+            result['customer_number'])
+        messages.success(self.request, msg)
+        return super(CreateView, self).form_valid(form)