Fix rebalance

coldfront/core/department/migrations/0005_historicaldepartmentmember_detail.py

@@ -0,0 +1,18 @@
+# Generated by Django 4.2.11 on 2024-12-09 17:36
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('department', '0004_historicaldepartment_historicaldepartmentmember'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='historicaldepartmentmember',
+            name='detail',
+            field=models.CharField(blank=True, help_text='Additional details about the affiliation (e.g. Graduate Student)', max_length=255, null=True),
+        ),
+    ]

coldfront/core/project/migrations/0007_alter_historicalproject_description_and_more.py

@@ -0,0 +1,34 @@
+# Generated by Django 4.2.11 on 2024-12-09 17:36
+
+import django.core.validators
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('project', '0006_auto_20230515_1832'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='historicalproject',
+            name='description',
+            field=models.TextField(default='We do not have information about your research. Please provide a detailed description of your work.', validators=[django.core.validators.MinLengthValidator(10, 'The project description must be > 10 characters.')]),
+        ),
+        migrations.AlterField(
+            model_name='historicalproject',
+            name='title',
+            field=models.CharField(db_index=True, max_length=255),
+        ),
+        migrations.AlterField(
+            model_name='project',
+            name='description',
+            field=models.TextField(default='We do not have information about your research. Please provide a detailed description of your work.', validators=[django.core.validators.MinLengthValidator(10, 'The project description must be > 10 characters.')]),
+        ),
+        migrations.AlterField(
+            model_name='project',
+            name='title',
+            field=models.CharField(max_length=255, unique=True),
+        ),
+    ]

coldfront/core/resource/migrations/0004_alter_resource_linked_resources.py

@@ -0,0 +1,18 @@
+# Generated by Django 4.2.11 on 2024-12-09 17:36
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('resource', '0003_auto_20231211_1732'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='resource',
+            name='linked_resources',
+            field=models.ManyToManyField(blank=True, to='resource.resource'),
+        ),
+    ]

coldfront/plugins/ifx/admin.py

@@ -3,7 +3,7 @@
 '''
 from django.contrib import admin
 from ifxuser.admin import UserAdmin
-from coldfront.plugins.ifx.models import SuUser, ProjectOrganization
+from coldfront.plugins.ifx.models import SuUser, ProjectOrganization, PreferredUsername
 
 @admin.register(SuUser)
 class SuUserAdmin(UserAdmin):
@@ -17,4 +17,9 @@ class SuUserAdmin(UserAdmin):
 class ProjectOrganizationAdmin(admin.ModelAdmin):
     list_display = ('project', 'organization')
     search_fields = ('project__title', 'organization__name')
-    autocomplete_fields = ('project', 'organization')
+    autocomplete_fields = ('project', 'organization')
+
+@admin.register(PreferredUsername)
+class PreferredUsernameAdmin(admin.ModelAdmin):
+    list_display = ('ifxid', 'preferred_username')
+    search_fields = ('ifxid', 'preferred_username')

coldfront/plugins/ifx/migrations/0006_coldfrontifxuser_preferredusername.py

@@ -0,0 +1,38 @@
+# Generated by Django 4.2.11 on 2024-12-09 17:36
+
+from django.conf import settings
+import django.contrib.auth.models
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('ifxuser', '0006_useraffiliation_detail'),
+        ('ifx', '0005_auto_20211003_1153'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='ColdfrontIfxUser',
+            fields=[
+                ('ifxuser_ptr', models.OneToOneField(auto_created=True, on_delete=django.db.models.deletion.CASCADE, parent_link=True, primary_key=True, serialize=False, to=settings.AUTH_USER_MODEL)),
+            ],
+            options={
+                'db_table': 'ifx_coldfrontifxuser',
+            },
+            bases=('ifxuser.ifxuser',),
+            managers=[
+                ('objects', django.contrib.auth.models.UserManager()),
+            ],
+        ),
+        migrations.CreateModel(
+            name='PreferredUsername',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('ifxid', models.CharField(max_length=255)),
+                ('preferred_username', models.CharField(max_length=255)),
+            ],
+        ),
+    ]

coldfront/plugins/ifx/models.py

@@ -261,3 +261,13 @@ def get_resource_allocation_authorization_map():
         result.append(row)
 
     return result
+
+class PreferredUsername(models.Model):
+    '''
+    Preferred username for a user
+    '''
+    ifxid = models.CharField(max_length=255)
+    preferred_username = models.CharField(max_length=255)
+
+    def __str__(self):
+        return f'{self.ifxid} - {self.preferred_username}'

coldfront/plugins/ifx/urls.py

@@ -4,7 +4,7 @@
 from ifxbilling import views as ifxbilling_views
 from ifxuser.views import get_org_names
 from coldfront.plugins.ifx.viewsets import ColdfrontBillingRecordViewSet, ColdfrontReportRunViewSet, ColdfrontProductUsageViewSet
-from coldfront.plugins.ifx.views import update_user_accounts_view, get_billing_record_list, unauthorized, report_runs, run_report, calculate_billing_month, billing_month, get_product_usages, billing_records, send_billing_record_review_notification, lab_billing_summary
+from coldfront.plugins.ifx.views import rebalance, update_user_accounts_view, get_billing_record_list, unauthorized, report_runs, run_report, calculate_billing_month, billing_month, get_product_usages, billing_records, send_billing_record_review_notification, lab_billing_summary
 
 router = routers.DefaultRouter()
 router.register(r'billing-records', ColdfrontBillingRecordViewSet, 'billing-record')
@@ -20,7 +20,7 @@
     path('api/billing/get-summary-by-product-rate/', ifxbilling_views.get_summary_by_product_rate),
     path('api/billing/get-summary-by-account/', ifxbilling_views.get_summary_by_account),
     path('api/billing/get-pending-year-month/<str:invoice_prefix>/', ifxbilling_views.get_pending_year_month),
-    path('api/billing/rebalance/', ifxbilling_views.rebalance),
+    path('api/billing/rebalance/', rebalance),
     path('api/billing/calculate-billing-month/<str:invoice_prefix>/<int:year>/<int:month>/', calculate_billing_month, name='calculate-billing-month'),
     path('api/run-report/', run_report),
     path('api/get-org-names/', get_org_names, name='get-org-names'),

coldfront/plugins/ifx/views.py

@@ -23,13 +23,34 @@
 from ifxbilling.calculator import getClassFromName
 from ifxbilling.views import get_billing_record_list as ifxbilling_get_billing_record_list
 from ifxbilling.fiine import update_user_accounts
+from ifxbilling.calculator import get_rebalancer_class
 from ifxmail.client import send
 from ifxuser import models as ifxuser_models
 from coldfront.plugins.ifx.calculator import NewColdfrontBillingCalculator
 from coldfront.plugins.ifx.permissions import AdminPermissions
+from coldfront.plugins.ifx.models import PreferredUsername
 
 logger = logging.getLogger(__name__)
 
+def get_preferred_user(ifxid):
+    '''
+    Get the IfxUser with the preferred username
+    '''
+    users = ifxuser_models.IfxUser.objects.filter(ifxid=ifxid)
+    if not users:
+        raise Exception(f'User cannot be found using ifxid {ifxid}')
+    try:
+        pu = PreferredUsername.objects.get(ifxid=ifxid)
+        users = users.filter(username=pu.preferred_username)
+    except PreferredUsername.DoesNotExist:
+        pass
+    except PreferredUsername.MultipleObjectsReturned:
+        raise Exception(f'Multiple preferred usernames found for ifxid {ifxid}')
+    if len(users) > 1:
+        raise Exception(f'Multiple users found for ifxid {ifxid} and no preferred username is set')
+    return users[0]
+
+
 @login_required
 def unauthorized(request):
     '''
@@ -351,3 +372,65 @@ def lab_billing_summary(request):
         raise PermissionDenied
     token = request.user.auth_token.key
     return render(request, 'plugins/ifx/lab_billing_summary.html', { 'auth_token': token })
+
+
+@api_view(('POST', ))
+def rebalance(request):
+    '''
+    Rebalance the billing records for the given facility, user, year, and month.
+
+    *** This is a copy of the ifxbilling view modified to handle preferred usernames ***
+    '''
+    try:
+        data = json.loads(request.body.decode('utf-8'))
+    except json.JSONDecodeError as e:
+        logger.exception(e)
+        return Response(data={'error': 'Cannot parse request body'}, status=status.HTTP_400_BAD_REQUEST)
+
+    invoice_prefix = data.get('invoice_prefix', None)
+    ifxid = data.get('ifxid', None)
+    year = data.get('year', None)
+    month = data.get('month', None)
+    account_data = data.get('account_data', None)
+    requestor_ifxid = data.get('requestor_ifxid', None)
+
+    if not invoice_prefix:
+        return Response(data={ 'error': 'invoice_prefix is required' }, status=status.HTTP_400_BAD_REQUEST)
+    if not ifxid:
+        return Response(data={ 'error': 'ifxid is required' }, status=status.HTTP_400_BAD_REQUEST)
+    if not year:
+        return Response(data={ 'error': 'year is required' }, status=status.HTTP_400_BAD_REQUEST)
+    if not month:
+        return Response(data={ 'error': 'month is required' }, status=status.HTTP_400_BAD_REQUEST)
+    if not requestor_ifxid:
+        return Response(data={ 'error': 'requestor_ifxid is required' }, status=status.HTTP_400_BAD_REQUEST)
+
+
+    try:
+        facility = ifxbilling_models.Facility.objects.get(invoice_prefix=invoice_prefix)
+    except ifxbilling_models.Facility.DoesNotExist:
+        return Response(data={ 'error': f'Facility cannot be found using invoice_prefix {invoice_prefix}' }, status=status.HTTP_400_BAD_REQUEST)
+
+    try:
+        user = get_preferred_user(ifxid)
+    except Exception as e:
+        return Response(data={ 'error': f'Error getting user with ifxid {ifxid}: {e}' }, status=status.HTTP_400_BAD_REQUEST)
+
+    try:
+        requestor = get_preferred_user(requestor_ifxid)
+    except Exception as e:
+        return Response(data={ 'error': f'Error getting requestor with ifxid {requestor_ifxid}: {e}' }, status=status.HTTP_400_BAD_REQUEST)
+
+
+    auth_token_str = request.META.get('HTTP_AUTHORIZATION')
+    rebalancer = get_rebalancer_class()(year, month, facility, auth_token_str, requestor)
+    try:
+        rebalancer.rebalance_user_billing_month(user, account_data)
+        result = f'Rebalance of accounts for {user.full_name} for billing month {month}/{year} was successful.'
+        rebalancer.send_result_notification(result)
+        return Response(data={ 'success':  result })
+    except Exception as e:
+        logger.exception(e)
+        result = f'Rebalance of accounts for {user.full_name} for billing month {month}/{year} failed: {e}'
+        rebalancer.send_result_notification(result)
+        return Response(data={ 'error': f'Rebalance failed {e}' }, status=status.HTTP_500_INTERNAL_SERVER_ERROR)