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 openerp.osv import fields,osv
  23 from openerp.osv import orm
  24
  25 from openerp.tools.translate import _
  26
  27 def _get_answers(cr, uid, ids):
  28     """
  29         @param cr: the current row, from the database cursor,
  30         @param uid: the current user’s ID for security checks,
  31         @param ids: List of crm profiling’s IDs """
  32
  33     query = """
  34     select distinct(answer)
  35     from profile_question_yes_rel
  36     where profile IN %s"""
  37
  38     cr.execute(query, (tuple(ids),))
  39     ans_yes = [x[0] for x in cr.fetchall()]
  40
  41     query = """
  42     select distinct(answer)
  43     from profile_question_no_rel
  44     where profile IN %s"""
  45
  46     cr.execute(query, (tuple(ids),))
  47     ans_no = [x[0] for x in cr.fetchall()]
  48
  49     return [ans_yes, ans_no]
  50
  51
  52 def _get_parents(cr, uid, ids):
  53     """
  54         @param cr: the current row, from the database cursor,
  55         @param uid: the current user’s ID for security checks,
  56         @param ids: List of crm profiling’s IDs
  57         @return: Get parents's Id """
  58
  59     ids_to_check = ids
  60     cr.execute("""
  61      select distinct(parent_id)
  62      from crm_segmentation
  63      where parent_id is not null
  64      and id IN %s""",(tuple(ids),))
  65
  66     parent_ids = [x[0] for x in cr.fetchall()]
  67
  68     trigger = False
  69     for x in parent_ids:
  70         if x not in ids_to_check:
  71             ids_to_check.append(x)
  72             trigger = True
  73
  74     if trigger:
  75         ids_to_check = _get_parents(cr, uid, ids_to_check)
  76
  77     return ids_to_check
  78
  79
  80 def test_prof(cr, uid, seg_id, pid, answers_ids=None):
  81
  82     """ return True if the partner pid fetch the segmentation rule seg_id
  83         @param cr: the current row, from the database cursor,
  84         @param uid: the current user’s ID for security checks,
  85         @param seg_id: Segmentaion's ID
  86         @param pid: partner's ID
  87         @param answers_ids: Answers's IDs
  88     """
  89
  90     ids_to_check = _get_parents(cr, uid, [seg_id])
  91     [yes_answers, no_answers] = _get_answers(cr, uid, ids_to_check)
  92     temp = True
  93     for y_ans in yes_answers:
  94         if y_ans not in answers_ids:
  95             temp = False
  96             break
  97     if temp:
  98         for ans in answers_ids:
  99             if ans in no_answers:
 100                 temp = False
 101                 break
 102     if temp:
 103         return True
 104     return False
 105
 106
 107 def _recompute_categ(self, cr, uid, pid, answers_ids):
 108     """ Recompute category
 109         @param self: The object pointer
 110         @param cr: the current row, from the database cursor,
 111         @param uid: the current user’s ID for security checks,
 112         @param pid: partner's ID
 113         @param answers_ids: Answers's IDs
 114     """
 115
 116     ok =  []
 117     cr.execute('''
 118         select r.category_id
 119         from res_partner_res_partner_category_rel r left join crm_segmentation s on (r.category_id = s.categ_id)
 120         where r.partner_id = %s and (s.exclusif = false or s.exclusif is null)
 121         ''', (pid,))
 122     for x in cr.fetchall():
 123         ok.append(x[0])
 124
 125     query = '''
 126         select id, categ_id
 127         from crm_segmentation
 128         where profiling_active = true'''
 129     if ok != []:
 130         query = query +''' and categ_id not in(%s)'''% ','.join([str(i) for i in ok ])
 131     query = query + ''' order by id '''
 132
 133     cr.execute(query)
 134     segm_cat_ids = cr.fetchall()
 135
 136     for (segm_id, cat_id) in segm_cat_ids:
 137         if test_prof(cr, uid, segm_id, pid, answers_ids):
 138             ok.append(cat_id)
 139     return ok
 140
 141
 142 class question(osv.osv):
 143     """ Question """
 144
 145     _name="crm_profiling.question"
 146     _description= "Question"
 147
 148     _columns={
 149         'name': fields.char("Question",size=128, required=True),
 150         'answers_ids': fields.one2many("crm_profiling.answer","question_id","Avalaible Answers",),
 151         }
 152
 153 question()
 154
 155
 156 class questionnaire(osv.osv):
 157     """ Questionnaire """
 158
 159     _name="crm_profiling.questionnaire"
 160     _description= "Questionnaire"
 161
 162     _columns = {
 163         'name': fields.char("Questionnaire",size=128, required=True),
 164         'description':fields.text("Description", required=True),
 165         'questions_ids': fields.many2many('crm_profiling.question','profile_questionnaire_quest_rel',\
 166                                 'questionnaire', 'question', "Questions"),
 167     }
 168
 169 questionnaire()
 170
 171
 172 class answer(osv.osv):
 173     _name="crm_profiling.answer"
 174     _description="Answer"
 175     _columns={
 176         "name": fields.char("Answer",size=128, required=True),
 177         "question_id": fields.many2one('crm_profiling.question',"Question"),
 178         }
 179 answer()
 180
 181
 182 class partner(osv.osv):
 183     _inherit="res.partner"
 184     _columns={
 185         "answers_ids": fields.many2many("crm_profiling.answer","partner_question_rel",\
 186                                 "partner","answer","Answers"),
 187         }
 188
 189     def _questionnaire_compute(self, cr, uid, answers, context=None):
 190         """
 191             @param self: The object pointer
 192             @param cr: the current row, from the database cursor,
 193             @param uid: the current user’s ID for security checks,
 194             @param data: Get Data
 195             @param context: A standard dictionary for contextual values """
 196         partner_id = context.get('active_id')
 197         query = "select answer from partner_question_rel where partner=%s"
 198         cr.execute(query, (partner_id,))
 199         for x in cr.fetchall():
 200             answers.append(x[0])
 201         self.write(cr, uid, [partner_id], {'answers_ids': [[6, 0, answers]]}, context=context)
 202         return {}
 203
 204
 205     def write(self, cr, uid, ids, vals, context=None):
 206         """
 207             @param self: The object pointer
 208             @param cr: the current row, from the database cursor,
 209             @param uid: the current user’s ID for security checks,
 210             @param ids: List of crm profiling’s IDs
 211             @param context: A standard dictionary for contextual values """
 212
 213         if 'answers_ids' in vals:
 214             vals['category_id']=[[6, 0, _recompute_categ(self, cr, uid, ids[0], vals['answers_ids'][0][2])]]
 215         return super(partner, self).write(cr, uid, ids, vals, context=context)
 216
 217 partner()
 218
 219
 220 class crm_segmentation(osv.osv):
 221     """ CRM Segmentation """
 222
 223     _inherit="crm.segmentation"
 224     _columns={
 225         "answer_yes": fields.many2many("crm_profiling.answer","profile_question_yes_rel",\
 226                             "profile","answer","Included Answers"),
 227         "answer_no": fields.many2many("crm_profiling.answer","profile_question_no_rel",\
 228                             "profile","answer","Excluded Answers"),
 229         'parent_id': fields.many2one('crm.segmentation', 'Parent Profile'),
 230         'child_ids': fields.one2many('crm.segmentation', 'parent_id', 'Child Profiles'),
 231         'profiling_active': fields.boolean('Use The Profiling Rules', help='Check\
 232                              this box if you want to use this tab as part of the \
 233                              segmentation rule. If not checked, the criteria beneath will be ignored')
 234         }
 235
 236     _constraints = [
 237         (osv.osv._check_recursion, 'Error ! You cannot create recursive profiles.', ['parent_id'])
 238     ]
 239
 240     def process_continue(self, cr, uid, ids, start=False):
 241         """
 242             @param self: The object pointer
 243             @param cr: the current row, from the database cursor,
 244             @param uid: the current user’s ID for security checks,
 245             @param ids: List of crm segmentation’s IDs """
 246
 247         partner_obj = self.pool.get('res.partner')
 248         categs = self.read(cr,uid,ids,['categ_id','exclusif','partner_id', \
 249                             'sales_purchase_active', 'profiling_active'])
 250         for categ in categs:
 251             if start:
 252                 if categ['exclusif']:
 253                     cr.execute('delete from res_partner_res_partner_category_rel where \
 254                             category_id=%s', (categ['categ_id'][0],))
 255
 256             id = categ['id']
 257
 258             cr.execute('select id from res_partner order by id ')
 259             partners = [x[0] for x in cr.fetchall()]
 260
 261             if categ['sales_purchase_active']:
 262                 to_remove_list=[]
 263                 cr.execute('select id from crm_segmentation_line where segmentation_id=%s', (id,))
 264                 line_ids = [x[0] for x in cr.fetchall()]
 265
 266                 for pid in partners:
 267                     if (not self.pool.get('crm.segmentation.line').test(cr, uid, line_ids, pid)):
 268                         to_remove_list.append(pid)
 269                 for pid in to_remove_list:
 270                     partners.remove(pid)
 271
 272             if categ['profiling_active']:
 273                 to_remove_list = []
 274                 for pid in partners:
 275
 276                     cr.execute('select distinct(answer) from partner_question_rel where partner=%s',(pid,))
 277                     answers_ids = [x[0] for x in cr.fetchall()]
 278
 279                     if (not test_prof(cr, uid, id, pid, answers_ids)):
 280                         to_remove_list.append(pid)
 281                 for pid in to_remove_list:
 282                     partners.remove(pid)
 283
 284             for partner in partner_obj.browse(cr, uid, partners):
 285                 category_ids = [categ_id.id for categ_id in partner.category_id]
 286                 if categ['categ_id'][0] not in category_ids:
 287                     cr.execute('insert into res_partner_res_partner_category_rel (category_id,partner_id) values (%s,%s)', (categ['categ_id'][0],partner.id))
 288
 289             self.write(cr, uid, [id], {'state':'not running', 'partner_id':0})
 290         return True
 291
 292 crm_segmentation()
 293
 294 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 295