1 # -*- coding: utf-8 -*-
2 ##############################################################################
4 # OpenERP, Open Source Management Solution
5 # Copyright (C) 2013 OpenERP SA (<http://www.openerp.com>)
7 # This program is free software: you can redistribute it and/or modify
8 # it under the terms of the GNU General Public License as published by
9 # the Free Software Foundation, either version 3 of the License, or
10 # (at your option) any later version.
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 General Public License for more details.
17 # You should have received a copy of the GNU General Public License
18 # along with this program. If not, see <http://www.gnu.org/licenses/>
20 ##############################################################################
22 from openerp import SUPERUSER_ID
23 from openerp.osv import fields, osv
24 from openerp.tools import DEFAULT_SERVER_DATE_FORMAT as DF
25 from openerp.tools.safe_eval import safe_eval
26 from openerp.tools.translate import _
30 from datetime import date, datetime, timedelta
32 _logger = logging.getLogger(__name__)
35 class gamification_goal_definition(osv.Model):
38 A goal definition contains the way to evaluate an objective
39 Each module wanting to be able to set goals to the users needs to create
40 a new gamification_goal_definition
42 _name = 'gamification.goal.definition'
43 _description = 'Gamification goal definition'
45 def _get_suffix(self, cr, uid, ids, field_name, arg, context=None):
46 res = dict.fromkeys(ids, '')
47 for goal in self.browse(cr, uid, ids, context=context):
48 if goal.suffix and not goal.monetary:
49 res[goal.id] = goal.suffix
51 # use the current user's company currency
52 user = self.pool.get('res.users').browse(cr, uid, uid, context)
54 res[goal.id] = "%s %s" % (user.company_id.currency_id.symbol, goal.suffix)
56 res[goal.id] = user.company_id.currency_id.symbol
62 'name': fields.char('Goal Definition', required=True, translate=True),
63 'description': fields.text('Goal Description'),
64 'monetary': fields.boolean('Monetary Value', help="The target and current value are defined in the company currency."),
65 'suffix': fields.char('Suffix', help="The unit of the target and current values", translate=True),
66 'full_suffix': fields.function(_get_suffix, type="char", string="Full Suffix", help="The currency and suffix field"),
67 'computation_mode': fields.selection([
68 ('manually', 'Recorded manually'),
69 ('count', 'Automatic: number of records'),
70 ('sum', 'Automatic: sum on a field'),
71 ('python', 'Automatic: execute a specific Python code'),
73 string="Computation Mode",
74 help="Defined how will be computed the goals. The result of the operation will be stored in the field 'Current'.",
76 'display_mode': fields.selection([
77 ('progress', 'Progressive (using numerical values)'),
78 ('boolean', 'Exclusive (done or not-done)'),
80 string="Displayed as", required=True),
81 'model_id': fields.many2one('ir.model',
83 help='The model object for the field to evaluate'),
84 'field_id': fields.many2one('ir.model.fields',
85 string='Field to Sum',
86 help='The field containing the value to evaluate'),
87 'field_date_id': fields.many2one('ir.model.fields',
89 help='The date to use for the time period evaluated'),
90 'domain': fields.char("Filter Domain",
91 help="Domain for filtering records. General rule, not user depending, e.g. [('state', '=', 'done')]. The expression can contain reference to 'user' which is a browse record of the current user if not in batch mode.",
94 'batch_mode': fields.boolean('Batch Mode',
95 help="Evaluate the expression in batch instead of once for each user"),
96 'batch_distinctive_field': fields.many2one('ir.model.fields',
97 string="Distinctive field for batch user",
98 help="In batch mode, this indicates which field distinct one user form the other, e.g. user_id, partner_id..."),
99 'batch_user_expression': fields.char("Evaluted expression for batch mode",
100 help="The value to compare with the distinctive field. The expression can contain reference to 'user' which is a browse record of the current user, e.g. user.id, user.partner_id.id..."),
101 'compute_code': fields.text('Python Code',
102 help="Python code to be executed for each user. 'result' should contains the new current value. Evaluated user can be access through object.user_id."),
103 'condition': fields.selection([
104 ('higher', 'The higher the better'),
105 ('lower', 'The lower the better')
107 string='Goal Performance',
108 help='A goal is considered as completed when the current value is compared to the value to reach',
110 'action_id': fields.many2one('ir.actions.act_window', string="Action",
111 help="The action that will be called to update the goal value."),
112 'res_id_field': fields.char("ID Field of user",
113 help="The field name on the user profile (res.users) containing the value for res_id for action."),
117 'condition': 'higher',
118 'computation_mode': 'manually',
121 'display_mode': 'progress',
124 def number_following(self, cr, uid, model_name="mail.thread", context=None):
125 """Return the number of 'model_name' objects the user is following
127 The model specified in 'model_name' must inherit from mail.thread
129 user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
130 return self.pool.get('mail.followers').search(cr, uid, [('res_model', '=', model_name), ('partner_id', '=', user.partner_id.id)], count=True, context=context)
134 class gamification_goal(osv.Model):
135 """Goal instance for a user
137 An individual goal for a user on a specified time period"""
139 _name = 'gamification.goal'
140 _description = 'Gamification goal instance'
142 def _get_completion(self, cr, uid, ids, field_name, arg, context=None):
143 """Return the percentage of completeness of the goal, between 0 and 100"""
144 res = dict.fromkeys(ids, 0.0)
145 for goal in self.browse(cr, uid, ids, context=context):
146 if goal.definition_condition == 'higher':
147 if goal.current >= goal.target_goal:
150 res[goal.id] = round(100.0 * goal.current / goal.target_goal, 2)
151 elif goal.current < goal.target_goal:
152 # a goal 'lower than' has only two values possible: 0 or 100%
158 def on_change_definition_id(self, cr, uid, ids, definition_id=False, context=None):
159 goal_definition = self.pool.get('gamification.goal.definition')
160 if not definition_id:
161 return {'value': {'definition_id': False}}
162 goal_definition = goal_definition.browse(cr, uid, definition_id, context=context)
163 return {'value': {'computation_mode': goal_definition.computation_mode, 'definition_condition': goal_definition.condition}}
166 'definition_id': fields.many2one('gamification.goal.definition', string='Goal Definition', required=True, ondelete="cascade"),
167 'user_id': fields.many2one('res.users', string='User', required=True),
168 'line_id': fields.many2one('gamification.challenge.line', string='Challenge Line', ondelete="cascade"),
169 'challenge_id': fields.related('line_id', 'challenge_id',
172 relation='gamification.challenge',
173 store=True, readonly=True,
174 help="Challenge that generated the goal, assign challenge to users to generate goals with a value in this field."),
175 'start_date': fields.date('Start Date'),
176 'end_date': fields.date('End Date'), # no start and end = always active
177 'target_goal': fields.float('To Reach',
179 track_visibility='always'), # no goal = global index
180 'current': fields.float('Current Value', required=True, track_visibility='always'),
181 'completeness': fields.function(_get_completion, type='float', string='Completeness'),
182 'state': fields.selection([
184 ('inprogress', 'In progress'),
185 ('reached', 'Reached'),
186 ('failed', 'Failed'),
187 ('canceled', 'Canceled'),
191 track_visibility='always'),
192 'to_update': fields.boolean('To update'),
193 'closed': fields.boolean('Closed goal', help="These goals will not be recomputed."),
195 'computation_mode': fields.related('definition_id', 'computation_mode', type='char', string="Computation mode"),
196 'remind_update_delay': fields.integer('Remind delay',
197 help="The number of days after which the user assigned to a manual goal will be reminded. Never reminded if no value is specified."),
198 'last_update': fields.date('Last Update',
199 help="In case of manual goal, reminders are sent if the goal as not been updated for a while (defined in challenge). Ignored in case of non-manual goal or goal not linked to a challenge."),
201 'definition_description': fields.related('definition_id', 'description', type='char', string='Definition Description', readonly=True),
202 'definition_condition': fields.related('definition_id', 'condition', type='char', string='Definition Condition', readonly=True),
203 'definition_suffix': fields.related('definition_id', 'full_suffix', type="char", string="Suffix", readonly=True),
204 'definition_display': fields.related('definition_id', 'display_mode', type="char", string="Display Mode", readonly=True),
210 'start_date': fields.date.today,
212 _order = 'create_date desc, end_date desc, definition_id, id'
214 def _check_remind_delay(self, cr, uid, goal, context=None):
215 """Verify if a goal has not been updated for some time and send a
216 reminder message of needed.
218 :return: data to write on the goal object
220 if goal.remind_update_delay and goal.last_update:
221 delta_max = timedelta(days=goal.remind_update_delay)
222 last_update = datetime.strptime(goal.last_update, DF).date()
223 if date.today() - last_update > delta_max:
224 # generate a remind report
225 temp_obj = self.pool.get('email.template')
226 template_id = self.pool['ir.model.data'].get_object(cr, uid, 'gamification', 'email_template_goal_reminder', context)
227 body_html = temp_obj.render_template(cr, uid, template_id.body_html, 'gamification.goal', goal.id, context=context)
228 self.pool['mail.thread'].message_post(cr, uid, 0, body=body_html, partner_ids=[goal.user_id.partner_id.id], context=context, subtype='mail.mt_comment')
229 return {'to_update': True}
232 def update(self, cr, uid, ids, context=None):
233 """Update the goals to recomputes values and change of states
235 If a manual goal is not updated for enough time, the user will be
236 reminded to do so (done only once, in 'inprogress' state).
237 If a goal reaches the target value, the status is set to reached
238 If the end date is passed (at least +1 day, time not considered) without
239 the target value being reached, the goal is set as failed."""
242 commit = context.get('commit_gamification', False)
244 goals_by_definition = {}
246 for goal in self.browse(cr, uid, ids, context=context):
247 if goal.state in ('draft', 'canceled'):
248 # draft or canceled goals should not be recomputed
251 goals_by_definition.setdefault(goal.definition_id, []).append(goal)
252 all_goals[goal.id] = goal
254 for definition, goals in goals_by_definition.items():
255 goals_to_write = dict((goal.id, {}) for goal in goals)
256 if definition.computation_mode == 'manually':
258 goals_to_write[goal.id].update(self._check_remind_delay(cr, uid, goal, context))
259 elif definition.computation_mode == 'python':
260 # TODO batch execution
262 # execute the chosen method
264 'self': self.pool.get('gamification.goal'),
268 'context': dict(context), # copy context to prevent side-effects of eval
270 'date': date, 'datetime': datetime, 'timedelta': timedelta, 'time': time
272 code = definition.compute_code.strip()
273 safe_eval(code, cxt, mode="exec", nocopy=True)
274 # the result of the evaluated codeis put in the 'result' local variable, propagated to the context
275 result = cxt.get('result')
276 if result is not None and type(result) in (float, int, long):
277 if result != goal.current:
278 goals_to_write[goal.id]['current'] = result
280 _logger.exception(_('Invalid return content from the evaluation of code for definition %s' % definition.name))
284 obj = self.pool.get(definition.model_id.model)
285 field_date_name = definition.field_date_id and definition.field_date_id.name or False
287 if definition.computation_mode == 'count' and definition.batch_mode:
288 # batch mode, trying to do as much as possible in one request
289 general_domain = safe_eval(definition.domain)
290 field_name = definition.batch_distinctive_field.name
293 start_date = field_date_name and goal.start_date or False
294 end_date = field_date_name and goal.end_date or False
295 subqueries.setdefault((start_date, end_date), {}).update({goal.id:safe_eval(definition.batch_user_expression, {'user': goal.user_id})})
297 # the global query should be split by time periods (especially for recurrent goals)
298 for (start_date, end_date), query_goals in subqueries.items():
299 subquery_domain = list(general_domain)
300 subquery_domain.append((field_name, 'in', list(set(query_goals.values()))))
302 subquery_domain.append((field_date_name, '>=', start_date))
304 subquery_domain.append((field_date_name, '<=', end_date))
306 if field_name == 'id':
307 # grouping on id does not work and is similar to search anyway
308 user_ids = obj.search(cr, uid, subquery_domain, context=context)
309 user_values = [{'id': user_id, 'id_count': 1} for user_id in user_ids]
311 user_values = obj.read_group(cr, uid, subquery_domain, fields=[field_name], groupby=[field_name], context=context)
312 # user_values has format of read_group: [{'partner_id': 42, 'partner_id_count': 3},...]
313 for goal in [g for g in goals if g.id in query_goals.keys()]:
314 for user_value in user_values:
315 queried_value = field_name in user_value and user_value[field_name] or False
316 if isinstance(queried_value, tuple) and len(queried_value) == 2 and isinstance(queried_value[0], (int, long)):
317 queried_value = queried_value[0]
318 if queried_value == query_goals[goal.id]:
319 new_value = user_value.get(field_name+'_count', goal.current)
320 if new_value != goal.current:
321 goals_to_write[goal.id]['current'] = new_value
325 # eval the domain with user replaced by goal user object
326 domain = safe_eval(definition.domain, {'user': goal.user_id})
328 # add temporal clause(s) to the domain if fields are filled on the goal
329 if goal.start_date and field_date_name:
330 domain.append((field_date_name, '>=', goal.start_date))
331 if goal.end_date and field_date_name:
332 domain.append((field_date_name, '<=', goal.end_date))
334 if definition.computation_mode == 'sum':
335 field_name = definition.field_id.name
336 res = obj.read_group(cr, uid, domain, [field_name], [field_name], context=context)
337 new_value = res and res[0][field_name] or 0.0
339 else: # computation mode = count
340 new_value = obj.search(cr, uid, domain, context=context, count=True)
342 # avoid useless write if the new value is the same as the old one
343 if new_value != goal.current:
344 goals_to_write[goal.id]['current'] = new_value
346 for goal_id, value in goals_to_write.items():
349 goal = all_goals[goal_id]
351 # check goal target reached
352 if (goal.definition_id.condition == 'higher' and value.get('current', goal.current) >= goal.target_goal) \
353 or (goal.definition_id.condition == 'lower' and value.get('current', goal.current) <= goal.target_goal):
354 value['state'] = 'reached'
357 elif goal.end_date and fields.date.today() > goal.end_date:
358 value['state'] = 'failed'
359 value['closed'] = True
361 self.write(cr, uid, [goal.id], value, context=context)
366 def action_start(self, cr, uid, ids, context=None):
367 """Mark a goal as started.
369 This should only be used when creating goals manually (in draft state)"""
370 self.write(cr, uid, ids, {'state': 'inprogress'}, context=context)
371 return self.update(cr, uid, ids, context=context)
373 def action_reach(self, cr, uid, ids, context=None):
374 """Mark a goal as reached.
376 If the target goal condition is not met, the state will be reset to In
377 Progress at the next goal update until the end date."""
378 return self.write(cr, uid, ids, {'state': 'reached'}, context=context)
380 def action_fail(self, cr, uid, ids, context=None):
381 """Set the state of the goal to failed.
383 A failed goal will be ignored in future checks."""
384 return self.write(cr, uid, ids, {'state': 'failed'}, context=context)
386 def action_cancel(self, cr, uid, ids, context=None):
387 """Reset the completion after setting a goal as reached or failed.
389 This is only the current state, if the date and/or target criterias
390 match the conditions for a change of state, this will be applied at the
392 return self.write(cr, uid, ids, {'state': 'inprogress'}, context=context)
394 def create(self, cr, uid, vals, context=None):
395 """Overwrite the create method to add a 'no_remind_goal' field to True"""
398 context['no_remind_goal'] = True
399 return super(gamification_goal, self).create(cr, uid, vals, context=context)
401 def write(self, cr, uid, ids, vals, context=None):
402 """Overwrite the write method to update the last_update field to today
404 If the current value is changed and the report frequency is set to On
405 change, a report is generated
409 vals['last_update'] = fields.date.today()
410 result = super(gamification_goal, self).write(cr, uid, ids, vals, context=context)
411 for goal in self.browse(cr, uid, ids, context=context):
412 if goal.state != "draft" and ('definition_id' in vals or 'user_id' in vals):
413 # avoid drag&drop in kanban view
414 raise osv.except_osv(_('Error!'), _('Can not modify the configuration of a started goal'))
416 if vals.get('current'):
417 if 'no_remind_goal' in context:
418 # new goals should not be reported
421 if goal.challenge_id and goal.challenge_id.report_message_frequency == 'onchange':
422 self.pool.get('gamification.challenge').report_progress(cr, SUPERUSER_ID, goal.challenge_id, users=[goal.user_id], context=context)
425 def get_action(self, cr, uid, goal_id, context=None):
426 """Get the ir.action related to update the goal
428 In case of a manual goal, should return a wizard to update the value
429 :return: action description in a dictionnary
431 goal = self.browse(cr, uid, goal_id, context=context)
433 if goal.definition_id.action_id:
434 # open a the action linked to the goal
435 action = goal.definition_id.action_id.read()[0]
437 if goal.definition_id.res_id_field:
438 current_user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
439 action['res_id'] = safe_eval(goal.definition_id.res_id_field, {'user': current_user})
441 # if one element to display, should see it in form mode if possible
442 action['views'] = [(view_id, mode) for (view_id, mode) in action['views'] if mode == 'form'] or action['views']
445 if goal.computation_mode == 'manually':
446 # open a wizard window to update the value manually
448 'name': _("Update %s") % goal.definition_id.name,
450 'type': 'ir.actions.act_window',
451 'views': [[False, 'form']],
453 'context': {'default_goal_id': goal_id, 'default_current': goal.current},
454 'res_model': 'gamification.goal.wizard'