addons/crm_profiling/crm_profiling.py

   1 # -*- encoding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
   6 #    $Id$
   7 #
   8 #    This program is free software: you can redistribute it and/or modify
   9 #    it under the terms of the GNU General Public License as published by
  10 #    the Free Software Foundation, either version 3 of the License, or
  11 #    (at your option) any later version.
  12 #
  13 #    This program is distributed in the hope that it will be useful,
  14 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  15 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  16 #    GNU General Public License for more details.
  17 #
  18 #    You should have received a copy of the GNU General Public License
  19 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  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 in %s"""
  32
  33     cr.execute(query, (tuple(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 in %s"""
  40
  41     cr.execute(query, (tuple(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 in %s""",
  54                (tuple(ids),))
  55
  56     parent_ids = [x[0] for x in cr.fetchall()]
  57
  58     trigger = False
  59     for x in parent_ids:
  60         if x not in ids_to_check:
  61             ids_to_check.append(x)
  62             trigger = True
  63
  64     if trigger:
  65         ids_to_check = _get_parents(cr, uid, ids_to_check)
  66
  67     return ids_to_check
  68
  69
  70 def test_prof(cr, uid, seg_id, pid, answers_ids = []):
  71 #return True if the partner pid fetch the segmentation rule seg_id
  72     ids_to_check = _get_parents(cr, uid, [seg_id])
  73     [yes_answers, no_answers] = _get_answers(cr, uid, ids_to_check)
  74     temp = True
  75     for y_ans in yes_answers:
  76         if y_ans not in answers_ids:
  77             temp = False
  78             break
  79     if temp:
  80         for ans in answers_ids:
  81             if ans in no_answers:
  82                 temp = False
  83                 break
  84     if temp:
  85         return True
  86     return False
  87
  88
  89 def _recompute_categ(self, cr, uid, pid, answers_ids):
  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     categories = [x[0] for x in cr.fetchall()]
  96
  97     query = '''
  98         select id, categ_id
  99         from crm_segmentation
 100         where profiling_active = true'''
 101     if not categories:
 102         query_params = ()
 103     else:
 104         query += ' and categ_id not in %s'
 105         query_params = (tuple(categories),)
 106     query += ' order by id '
 107
 108     cr.execute(query, query_params)
 109     segm_cat_ids = cr.fetchall()
 110
 111     for (segm_id, cat_id) in segm_cat_ids:
 112         if test_prof(cr, uid, segm_id, pid, answers_ids):
 113             categories.append(cat_id)
 114     return categories
 115
 116
 117 class question(osv.osv):
 118     _name="crm_profiling.question"
 119     _description= "Question"
 120     _columns={
 121         'name': fields.char("Question",size=128, required=True),
 122         'answers_ids': fields.one2many("crm_profiling.answer","question_id","Avalaible answers",),
 123         }
 124
 125 question()
 126
 127
 128 class questionnaire(osv.osv):
 129     _name="crm_profiling.questionnaire"
 130     _description= "Questionnaire"
 131
 132     def build_form(self, cr, uid, data, context):
 133         query = """
 134         select name, id
 135         from crm_profiling_question
 136         where id in ( select question from profile_questionnaire_quest_rel where questionnaire = %s)"""
 137         res = cr.execute(query, (data['form']['questionnaire_name'],))
 138         result = cr.fetchall()
 139         quest_fields={}
 140         quest_form='''<?xml version="1.0"?>
 141             <form string="%s">''' % _('Questionnaire')
 142         for name, oid in result:
 143             quest_form = quest_form + '<field name="quest_form%d"/><newline/>' % (oid,)
 144             quest_fields['quest_form%d' % (oid,)] = {'string': name, 'type': 'many2one', 'relation': 'crm_profiling.answer', 'domain': [('question_id','=',oid)] }
 145         quest_form = quest_form + '''</form>'''
 146         return quest_form, quest_fields
 147
 148     _columns = {
 149         'name': fields.char("Questionnaire",size=128, required=True),
 150         'description':fields.text("Description", required=True),
 151         'questions_ids': fields.many2many('crm_profiling.question','profile_questionnaire_quest_rel','questionnaire', 'question', "Questions"),
 152     }
 153
 154 questionnaire()
 155
 156
 157 class answer(osv.osv):
 158     _name="crm_profiling.answer"
 159     _description="Answer"
 160     _columns={
 161         "name": fields.char("Answer",size=128, required=True),
 162         "question_id": fields.many2one('crm_profiling.question',"Question"),
 163         }
 164 answer()
 165
 166
 167 class partner(osv.osv):
 168     _inherit="res.partner"
 169     _columns={
 170         "answers_ids": fields.many2many("crm_profiling.answer","partner_question_rel","partner","answer","Answers"),
 171         }
 172
 173     def _questionnaire_compute(self, cr, uid, data, context):
 174         temp = []
 175         for x in data['form']:
 176             if x.startswith("quest_form") and data['form'][x] != 0 :
 177                 temp.append(data['form'][x])
 178
 179         query = "select answer from partner_question_rel where partner=%s"
 180         cr.execute(query, (data['id'],))
 181         for x in cr.fetchall():
 182             temp.append(x[0])
 183
 184         self.write(cr, uid, [data['id']],{'answers_ids':[[6,0,temp]]}, context)
 185         return {}
 186
 187
 188     def write(self, cr, uid, ids, vals, context=None):
 189         if not context:
 190             context={}
 191         if 'answers_ids' in vals:
 192             vals['category_id']=[[6, 0, _recompute_categ(self, cr, uid, ids[0], vals['answers_ids'][0][2])]]
 193         return super(partner, self).write(cr, uid, ids, vals, context=context)
 194
 195 partner()
 196
 197
 198 class crm_segmentation(osv.osv):
 199     _inherit="crm.segmentation"
 200     _columns={
 201         "answer_yes": fields.many2many("crm_profiling.answer","profile_question_yes_rel","profile","answer","Included Answers"),
 202         "answer_no": fields.many2many("crm_profiling.answer","profile_question_no_rel","profile","answer","Excluded Answers"),
 203         'parent_id': fields.many2one('crm.segmentation', 'Parent Profile'),
 204         'child_ids': fields.one2many('crm.segmentation', 'parent_id', 'Child Profiles'),
 205         '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')
 206         }
 207     _constraints = [
 208         (orm.orm.check_recursion, 'Error ! You can not create recursive profiles.', ['parent_id'])
 209     ]
 210
 211     def process_continue(self, cr, uid, ids, start=False):
 212         categs = self.read(cr,uid,ids,['categ_id','exclusif','partner_id', 'sales_purchase_active', 'profiling_active'])
 213         for categ in categs:
 214             if start:
 215                 if categ['exclusif']:
 216                     cr.execute('delete from res_partner_category_rel where category_id=%s', (categ['categ_id'][0],))
 217
 218             id = categ['id']
 219
 220             cr.execute('select id from res_partner order by id ')
 221             partners = [x[0] for x in cr.fetchall()]
 222
 223             if categ['sales_purchase_active']:
 224                 to_remove_list=[]
 225                 cr.execute('select id from crm_segmentation_line where segmentation_id=%s', (id,))
 226                 line_ids = [x[0] for x in cr.fetchall()]
 227
 228                 for pid in partners:
 229                     if (not self.pool.get('crm.segmentation.line').test(cr, uid, line_ids, pid)):
 230                         to_remove_list.append(pid)
 231                 for pid in to_remove_list:
 232                     partners.remove(pid)
 233
 234             if categ['profiling_active']:
 235                 to_remove_list=[]
 236                 for pid in partners:
 237
 238                     cr.execute('select distinct(answer) from partner_question_rel where partner=%s',(pid,))
 239                     answers_ids = [x[0] for x in cr.fetchall()]
 240
 241                     if (not test_prof(cr, uid, id, pid, answers_ids)):
 242                         to_remove_list.append(pid)
 243                 for pid in to_remove_list:
 244                     partners.remove(pid)
 245
 246             for partner_id in partners:
 247                 cr.execute('insert into res_partner_category_rel (category_id,partner_id) values (%s,%s)', (categ['categ_id'][0],partner_id))
 248             cr.commit()
 249
 250             self.write(cr, uid, [id], {'state':'not running', 'partner_id':0})
 251             cr.commit()
 252         return True
 253
 254 crm_segmentation()
 255 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 256