addons/crm_profiling/crm_profiling.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
   6 #
   7 #    This program is free software: you can redistribute it and/or modify
   8 #    it under the terms of the GNU Affero General Public License as
   9 #    published by the Free Software Foundation, either version 3 of the
  10 #    License, or (at your option) any later version.
  11 #
  12 #    This program is distributed in the hope that it will be useful,
  13 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  14 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  15 #    GNU Affero General Public License for more details.
  16 #
  17 #    You should have received a copy of the GNU Affero General Public License
  18 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  19 #
  20 ##############################################################################
  21
  22 from osv import fields,osv
  23 from osv import orm
  24
  25 from tools.translate import _
  26
  27 def _get_answers(cr, uid, ids):
  28     query = """
  29     select distinct(answer)
  30     from profile_question_yes_rel
  31     where profile=ANY(%s)"""
  32
  33     cr.execute(query,(ids,))
  34     ans_yes = [x[0] for x in cr.fetchall()]
  35
  36     query = """
  37     select distinct(answer)
  38     from profile_question_no_rel
  39     where profile=ANY(%s)"""
  40
  41     cr.execute(query,(ids,))
  42     ans_no = [x[0] for x in cr.fetchall()]
  43
  44     return [ans_yes, ans_no]
  45
  46
  47 def _get_parents(cr, uid, ids):
  48     ids_to_check = ids
  49     cr.execute("""
  50      select distinct(parent_id)
  51      from crm_segmentation
  52      where parent_id is not null
  53      and id=ANY(%s)""",(ids,))
  54
  55     parent_ids = [x[0] for x in cr.fetchall()]
  56
  57     trigger = False
  58     for x in parent_ids:
  59         if x not in ids_to_check:
  60             ids_to_check.append(x)
  61             trigger = True
  62
  63     if trigger:
  64         ids_to_check = _get_parents(cr, uid, ids_to_check)
  65
  66     return ids_to_check
  67
  68
  69 def test_prof(cr, uid, seg_id, pid, answers_ids = []):
  70 #return True if the partner pid fetch the segmentation rule seg_id
  71     ids_to_check = _get_parents(cr, uid, [seg_id])
  72     [yes_answers, no_answers] = _get_answers(cr, uid, ids_to_check)
  73     temp = True
  74     for y_ans in yes_answers:
  75         if y_ans not in answers_ids:
  76             temp = False
  77             break
  78     if temp:
  79         for ans in answers_ids:
  80             if ans in no_answers:
  81                 temp = False
  82                 break
  83     if temp:
  84         return True
  85     return False
  86
  87
  88 def _recompute_categ(self, cr, uid, pid, answers_ids):
  89     ok =  []
  90     cr.execute('''
  91         select r.category_id
  92         from res_partner_category_rel r left join crm_segmentation s on (r.category_id = s.categ_id)
  93         where r.partner_id = %s and (s.exclusif = false or s.exclusif is null)
  94         ''', (pid,))
  95     for x in cr.fetchall():
  96         ok.append(x[0])
  97
  98     query = '''
  99         select id, categ_id
 100         from crm_segmentation
 101         where profiling_active = true'''
 102     if ok != []:
 103         query = query +''' and categ_id not in(%s)'''% ','.join([str(i) for i in ok ])
 104     query = query + ''' order by id '''
 105
 106     cr.execute(query)
 107     segm_cat_ids = cr.fetchall()
 108
 109     for (segm_id, cat_id) in segm_cat_ids:
 110         if test_prof(cr, uid, segm_id, pid, answers_ids):
 111             ok.append(cat_id)
 112     return ok
 113
 114
 115 class question(osv.osv):
 116     _name="crm_profiling.question"
 117     _description= "Question"
 118     _columns={
 119         'name': fields.char("Question",size=128, required=True),
 120         'answers_ids': fields.one2many("crm_profiling.answer","question_id","Avalaible answers",),
 121         }
 122
 123 question()
 124
 125
 126 class questionnaire(osv.osv):
 127     _name="crm_profiling.questionnaire"
 128     _description= "Questionnaire"
 129
 130     def build_form(self, cr, uid, data, context):
 131         query = """
 132         select name, id
 133         from crm_profiling_question
 134         where id in ( select question from profile_questionnaire_quest_rel where questionnaire = %s)"""
 135         res = cr.execute(query, (data['form']['questionnaire_name'],))
 136         result = cr.fetchall()
 137         quest_fields={}
 138         quest_form='''<?xml version="1.0"?>
 139             <form string="%s">''' % _('Questionnaire')
 140         for name, oid in result:
 141             quest_form = quest_form + '<field name="quest_form%d"/><newline/>' % (oid,)
 142             quest_fields['quest_form%d' % (oid,)] = {'string': name, 'type': 'many2one', 'relation': 'crm_profiling.answer', 'domain': [('question_id','=',oid)] }
 143         quest_form = quest_form + '''</form>'''
 144         return quest_form, quest_fields
 145
 146     _columns = {
 147         'name': fields.char("Questionnaire",size=128, required=True),
 148         'description':fields.text("Description", required=True),
 149         'questions_ids': fields.many2many('crm_profiling.question','profile_questionnaire_quest_rel','questionnaire', 'question', "Questions"),
 150     }
 151
 152 questionnaire()
 153
 154
 155 class answer(osv.osv):
 156     _name="crm_profiling.answer"
 157     _description="Answer"
 158     _columns={
 159         "name": fields.char("Answer",size=128, required=True),
 160         "question_id": fields.many2one('crm_profiling.question',"Question"),
 161         }
 162 answer()
 163
 164
 165 class partner(osv.osv):
 166     _inherit="res.partner"
 167     _columns={
 168         "answers_ids": fields.many2many("crm_profiling.answer","partner_question_rel","partner","answer","Answers"),
 169         }
 170
 171     def _questionnaire_compute(self, cr, uid, data, context):
 172         temp = []
 173         for x in data['form']:
 174             if x.startswith("quest_form") and data['form'][x] != 0 :
 175                 temp.append(data['form'][x])
 176
 177         query = "select answer from partner_question_rel where partner=%s"
 178         cr.execute(query, (data['id'],))
 179         for x in cr.fetchall():
 180             temp.append(x[0])
 181
 182         self.write(cr, uid, [data['id']],{'answers_ids':[[6,0,temp]]}, context)
 183         return {}
 184
 185
 186     def write(self, cr, uid, ids, vals, context=None):
 187         if not context:
 188             context={}
 189         if 'answers_ids' in vals:
 190             vals['category_id']=[[6, 0, _recompute_categ(self, cr, uid, ids[0], vals['answers_ids'][0][2])]]
 191         return super(partner, self).write(cr, uid, ids, vals, context=context)
 192
 193 partner()
 194
 195
 196 class crm_segmentation(osv.osv):
 197     _inherit="crm.segmentation"
 198     _columns={
 199         "answer_yes": fields.many2many("crm_profiling.answer","profile_question_yes_rel","profile","answer","Included Answers"),
 200         "answer_no": fields.many2many("crm_profiling.answer","profile_question_no_rel","profile","answer","Excluded Answers"),
 201         'parent_id': fields.many2one('crm.segmentation', 'Parent Profile'),
 202         'child_ids': fields.one2many('crm.segmentation', 'parent_id', 'Child Profiles'),
 203         'profiling_active': fields.boolean('Use The Profiling Rules', help='Check this box if you want to use this tab as part of the segmentation rule. If not checked, the criteria beneath will be ignored')
 204         }
 205     _constraints = [
 206         (orm.orm.check_recursion, 'Error ! You can not create recursive profiles.', ['parent_id'])
 207     ]
 208
 209     def process_continue(self, cr, uid, ids, start=False):
 210         categs = self.read(cr,uid,ids,['categ_id','exclusif','partner_id', 'sales_purchase_active', 'profiling_active'])
 211         for categ in categs:
 212             if start:
 213                 if categ['exclusif']:
 214                     cr.execute('delete from res_partner_category_rel where category_id=%s', (categ['categ_id'][0],))
 215
 216             id = categ['id']
 217
 218             cr.execute('select id from res_partner order by id ')
 219             partners = [x[0] for x in cr.fetchall()]
 220
 221             if categ['sales_purchase_active']:
 222                 to_remove_list=[]
 223                 cr.execute('select id from crm_segmentation_line where segmentation_id=%s', (id,))
 224                 line_ids = [x[0] for x in cr.fetchall()]
 225
 226                 for pid in partners:
 227                     if (not self.pool.get('crm.segmentation.line').test(cr, uid, line_ids, pid)):
 228                         to_remove_list.append(pid)
 229                 for pid in to_remove_list:
 230                     partners.remove(pid)
 231
 232             if categ['profiling_active']:
 233                 to_remove_list=[]
 234                 for pid in partners:
 235
 236                     cr.execute('select distinct(answer) from partner_question_rel where partner=%s',(pid,))
 237                     answers_ids = [x[0] for x in cr.fetchall()]
 238
 239                     if (not test_prof(cr, uid, id, pid, answers_ids)):
 240                         to_remove_list.append(pid)
 241                 for pid in to_remove_list:
 242                     partners.remove(pid)
 243
 244             for partner_id in partners:
 245                 cr.execute('insert into res_partner_category_rel (category_id,partner_id) values (%s,%s)', (categ['categ_id'][0],partner_id))
 246             cr.commit()
 247
 248             self.write(cr, uid, [id], {'state':'not running', 'partner_id':0})
 249             cr.commit()
 250         return True
 251
 252 crm_segmentation()
 253 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 254