############################################################################## # # Copyright (c) 2004-2006 TINY SPRL. (http://tiny.be) All Rights Reserved. # # WARNING: This program as such is intended to be used by professional # programmers who take the whole responsability of assessing all potential # consequences resulting from its eventual inadequacies and bugs # End users who are looking for a ready-to-use solution with commercial # garantees and support are strongly adviced to contract a Free Software # Service Company # # This program is Free Software; you can redistribute it and/or # modify it under the terms of the GNU General Public License # as published by the Free Software Foundation; either version 2 # of the License, or (at your option) any later version. # # This program is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU General Public License for more details. # # You should have received a copy of the GNU General Public License # along with this program; if not, write to the Free Software # Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA. # ############################################################################## from osv import fields,osv,orm import crm_operators class crm_segmentation(osv.osv): ''' A segmentation is a tool to automatically assign categories on partners. These assignations are based on criterions. ''' _name = "crm.segmentation" _description = "Partner Segmentation" _columns = { 'name': fields.char('Name', size=64, required=True, help='The name of the segmentation.'), 'description': fields.text('Description'), 'categ_id': fields.many2one('res.partner.category', 'Partner Category', required=True, help='The partner category that will be added to partners that match the segmentation criterions after computation.'), 'exclusif': fields.boolean('Exclusive', help='Check if the category is limited to partners that match the segmentation criterions. If checked, remove the category from partners that doesn\'t match segmentation criterions'), 'state': fields.selection([('not running','Not Running'),('running','Running')], 'Execution State', readonly=True), 'partner_id': fields.integer('Max Partner ID processed'), 'segmentation_line': fields.one2many('crm.segmentation.line', 'segmentation_id', 'Criteria', required=True), 'som_interval': fields.integer('Days per Periode', help="A period is the average number of days between two cycle of sale or purchase for this segmentation. It's mainly used to detect if a partner has not purchased or buy for a too long time, so we suppose that his state of mind has decreased because he probably bought goods to another supplier. Use this functionnality for recurring businesses."), 'som_interval_max': fields.integer('Max Interval', help="The computation is made on all events that occured during this interval, the past X periods."), 'som_interval_decrease': fields.float('Decrease (0>1)', help="If the partner has not purchased (or buied) during a period, decrease the state of mind by this factor. It\'s a multiplication"), 'som_interval_default': fields.float('Default (0=None)', help="Default state of mind for period preceeding the 'Max Interval' computation. This is the starting state of mind by default if the partner has no event."), 'sales_purchase_active': fields.boolean('Use The Sales Purchase Rules', help='Check if you want to use this tab as part of the segmentation rule. If not checked, the criteria beneath will be ignored') } _defaults = { 'partner_id': lambda *a: 0, 'state': lambda *a: 'not running', 'som_interval_max': lambda *a: 3, 'som_interval_decrease': lambda *a: 0.8, 'som_interval_default': lambda *a: 0.5 } def process_continue(self, cr, uid, ids, start=False): categs = self.read(cr,uid,ids,['categ_id','exclusif','partner_id', 'sales_purchase_active', 'profiling_active']) for categ in categs: if start: if categ['exclusif']: cr.execute('delete from res_partner_category_rel where category_id=%d', (categ['categ_id'][0],)) id = categ['id'] cr.execute('select id from res_partner order by id ') partners = [x[0] for x in cr.fetchall()] if categ['sales_purchase_active']: to_remove_list=[] cr.execute('select id from crm_segmentation_line where segmentation_id=%d', (id,)) line_ids = [x[0] for x in cr.fetchall()] for pid in partners: if (not self.pool.get('crm.segmentation.line').test(cr, uid, line_ids, pid)): to_remove_list.append(pid) for pid in to_remove_list: partners.remove(pid) for partner_id in partners: cr.execute('insert into res_partner_category_rel (category_id,partner_id) values (%d,%d)', (categ['categ_id'][0],partner_id)) cr.commit() self.write(cr, uid, [id], {'state':'not running', 'partner_id':0}) cr.commit() return True def process_stop(self, cr, uid, ids, *args): return self.write(cr, uid, ids, {'state':'not running', 'partner_id':0}) def process_start(self, cr, uid, ids, *args): self.write(cr, uid, ids, {'state':'running', 'partner_id':0}) return self.process_continue(cr, uid, ids, start=True) crm_segmentation() class crm_segmentation_line(osv.osv): _name = "crm.segmentation.line" _description = "Segmentation line" _columns = { 'name': fields.char('Rule Name', size=64, required=True), 'segmentation_id': fields.many2one('crm.segmentation', 'Segmentation'), 'expr_name': fields.selection([('sale','Sale Amount'),('som','State of Mind'),('purchase','Purchase Amount')], 'Control Variable', size=64, required=True), 'expr_operator': fields.selection([('<','<'),('=','='),('>','>')], 'Operator', required=True), 'expr_value': fields.float('Value', required=True), 'operator': fields.selection([('and','Mandatory Expression'),('or','Optional Expression')],'Mandatory / Optionnal', required=True), } _defaults = { 'expr_name': lambda *a: 'sale', 'expr_operator': lambda *a: '>', 'operator': lambda *a: 'and' } def test(self, cr, uid, ids, partner_id): expression = {'<': lambda x,y: x':lambda x,y:x>y} ok = False lst = self.read(cr, uid, ids) for l in lst: cr.execute('select * from ir_module_module where name=%s and state=%s', ('account','installed')) if cr.fetchone(): if l['expr_name']=='som': datas = self.pool.get('crm.segmentation').read(cr, uid, [l['segmentation_id'][0]], ['som','som_interval','som_interval_max','som_interval_default', 'som_interval_decrease']) value = crm_operators.som(cr, uid, partner_id, datas[0]) elif l['expr_name']=='sale': cr.execute('SELECT SUM(l.price_unit * l.quantity) ' \ 'FROM account_invoice_line l, account_invoice i ' \ 'WHERE (l.invoice_id = i.id) ' \ 'AND i.partner_id = %d '\ 'AND i.type = \'out_invoice\'', (partner_id,)) value = cr.fetchone()[0] or 0.0 cr.execute('SELECT SUM(l.price_unit * l.quantity) ' \ 'FROM account_invoice_line l, account_invoice i ' \ 'WHERE (l.invoice_id = i.id) ' \ 'AND i.partner_id = %d '\ 'AND i.type = \'out_refund\'', (partner_id,)) value -= cr.fetchone()[0] or 0.0 elif l['expr_name']=='purchase': cr.execute('SELECT SUM(l.price_unit * l.quantity) ' \ 'FROM account_invoice_line l, account_invoice i ' \ 'WHERE (l.invoice_id = i.id) ' \ 'AND i.partner_id = %d '\ 'AND i.type = \'in_invoice\'', (partner_id,)) value = cr.fetchone()[0] or 0.0 cr.execute('SELECT SUM(l.price_unit * l.quantity) ' \ 'FROM account_invoice_line l, account_invoice i ' \ 'WHERE (l.invoice_id = i.id) ' \ 'AND i.partner_id = %d '\ 'AND i.type = \'in_refund\'', (partner_id,)) value -= cr.fetchone()[0] or 0.0 res = expression[l['expr_operator']](value, l['expr_value']) if (not res) and (l['operator']=='and'): return False if res: return True return True crm_segmentation_line()