odoo/addons/marketing_campaign/marketing_campaign.py

827 lines
41 KiB
Python

# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2013 OpenERP SA (<http://openerp.com>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 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 Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import time
import base64
import itertools
from datetime import datetime
from dateutil.relativedelta import relativedelta
from operator import itemgetter
from traceback import format_exception
from sys import exc_info
from openerp.tools.safe_eval import safe_eval as eval
import re
from openerp.addons.decimal_precision import decimal_precision as dp
from openerp import api
from openerp.osv import fields, osv
from openerp.report import render_report
from openerp.tools.translate import _
_intervalTypes = {
'hours': lambda interval: relativedelta(hours=interval),
'days': lambda interval: relativedelta(days=interval),
'months': lambda interval: relativedelta(months=interval),
'years': lambda interval: relativedelta(years=interval),
}
DT_FMT = '%Y-%m-%d %H:%M:%S'
class marketing_campaign(osv.osv):
_name = "marketing.campaign"
_description = "Marketing Campaign"
def _count_segments(self, cr, uid, ids, field_name, arg, context=None):
res = {}
try:
for segments in self.browse(cr, uid, ids, context=context):
res[segments.id] = len(segments.segment_ids)
except:
pass
return res
_columns = {
'name': fields.char('Name', required=True),
'object_id': fields.many2one('ir.model', 'Resource', required=True,
help="Choose the resource on which you want \
this campaign to be run"),
'partner_field_id': fields.many2one('ir.model.fields', 'Partner Field',
domain="[('model_id', '=', object_id), ('ttype', '=', 'many2one'), ('relation', '=', 'res.partner')]",
help="The generated workitems will be linked to the partner related to the record. "\
"If the record is the partner itself leave this field empty. "\
"This is useful for reporting purposes, via the Campaign Analysis or Campaign Follow-up views."),
'unique_field_id': fields.many2one('ir.model.fields', 'Unique Field',
domain="[('model_id', '=', object_id), ('ttype', 'in', ['char','int','many2one','text','selection'])]",
help='If set, this field will help segments that work in "no duplicates" mode to avoid '\
'selecting similar records twice. Similar records are records that have the same value for '\
'this unique field. For example by choosing the "email_from" field for CRM Leads you would prevent '\
'sending the same campaign to the same email address again. If not set, the "no duplicates" segments '\
"will only avoid selecting the same record again if it entered the campaign previously. "\
"Only easily comparable fields like textfields, integers, selections or single relationships may be used."),
'mode': fields.selection([('test', 'Test Directly'),
('test_realtime', 'Test in Realtime'),
('manual', 'With Manual Confirmation'),
('active', 'Normal')],
'Mode', required=True, help= \
"""Test - It creates and process all the activities directly (without waiting for the delay on transitions) but does not send emails or produce reports.
Test in Realtime - It creates and processes all the activities directly but does not send emails or produce reports.
With Manual Confirmation - the campaigns runs normally, but the user has to validate all workitem manually.
Normal - the campaign runs normally and automatically sends all emails and reports (be very careful with this mode, you're live!)"""),
'state': fields.selection([('draft', 'New'),
('running', 'Running'),
('cancelled', 'Cancelled'),
('done', 'Done')],
'Status', copy=False),
'activity_ids': fields.one2many('marketing.campaign.activity',
'campaign_id', 'Activities'),
'fixed_cost': fields.float('Fixed Cost', help="Fixed cost for running this campaign. You may also specify variable cost and revenue on each campaign activity. Cost and Revenue statistics are included in Campaign Reporting.", digits_compute=dp.get_precision('Product Price')),
'segment_ids': fields.one2many('marketing.campaign.segment', 'campaign_id', 'Segments', readonly=False),
'segments_count': fields.function(_count_segments, type='integer', string='Segments')
}
_defaults = {
'state': lambda *a: 'draft',
'mode': lambda *a: 'test',
}
def state_running_set(self, cr, uid, ids, *args):
# TODO check that all subcampaigns are running
campaign = self.browse(cr, uid, ids[0])
if not campaign.activity_ids:
raise osv.except_osv(_("Error"), _("The campaign cannot be started. There are no activities in it."))
has_start = False
has_signal_without_from = False
for activity in campaign.activity_ids:
if activity.start:
has_start = True
if activity.signal and len(activity.from_ids) == 0:
has_signal_without_from = True
if not has_start and not has_signal_without_from:
raise osv.except_osv(_("Error"), _("The campaign cannot be started. It does not have any starting activity. Modify campaign's activities to mark one as the starting point."))
return self.write(cr, uid, ids, {'state': 'running'})
def state_done_set(self, cr, uid, ids, *args):
# TODO check that this campaign is not a subcampaign in running mode.
segment_ids = self.pool.get('marketing.campaign.segment').search(cr, uid,
[('campaign_id', 'in', ids),
('state', '=', 'running')])
if segment_ids :
raise osv.except_osv(_("Error"), _("The campaign cannot be marked as done before all segments are closed."))
self.write(cr, uid, ids, {'state': 'done'})
return True
def state_cancel_set(self, cr, uid, ids, *args):
# TODO check that this campaign is not a subcampaign in running mode.
self.write(cr, uid, ids, {'state': 'cancelled'})
return True
# dead code
def signal(self, cr, uid, model, res_id, signal, run_existing=True, context=None):
record = self.pool[model].browse(cr, uid, res_id, context)
return self._signal(cr, uid, record, signal, run_existing, context)
#dead code
def _signal(self, cr, uid, record, signal, run_existing=True, context=None):
if not signal:
raise ValueError('Signal cannot be False.')
Workitems = self.pool.get('marketing.campaign.workitem')
domain = [('object_id.model', '=', record._name),
('state', '=', 'running')]
campaign_ids = self.search(cr, uid, domain, context=context)
for campaign in self.browse(cr, uid, campaign_ids, context=context):
for activity in campaign.activity_ids:
if activity.signal != signal:
continue
data = dict(activity_id=activity.id,
res_id=record.id,
state='todo')
wi_domain = [(k, '=', v) for k, v in data.items()]
wi_ids = Workitems.search(cr, uid, wi_domain, context=context)
if wi_ids:
if not run_existing:
continue
else:
partner = self._get_partner_for(campaign, record)
if partner:
data['partner_id'] = partner.id
wi_id = Workitems.create(cr, uid, data, context=context)
wi_ids = [wi_id]
Workitems.process(cr, uid, wi_ids, context=context)
return True
def _get_partner_for(self, campaign, record):
partner_field = campaign.partner_field_id.name
if partner_field:
return getattr(record, partner_field)
elif campaign.object_id.model == 'res.partner':
return record
return None
# prevent duplication until the server properly duplicates several levels of nested o2m
def copy(self, cr, uid, id, default=None, context=None):
raise osv.except_osv(_("Operation not supported"), _("You cannot duplicate a campaign, Not supported yet."))
def _find_duplicate_workitems(self, cr, uid, record, campaign_rec, context=None):
"""Finds possible duplicates workitems for a record in this campaign, based on a uniqueness
field.
:param record: browse_record to find duplicates workitems for.
:param campaign_rec: browse_record of campaign
"""
Workitems = self.pool.get('marketing.campaign.workitem')
duplicate_workitem_domain = [('res_id','=', record.id),
('campaign_id','=', campaign_rec.id)]
unique_field = campaign_rec.unique_field_id
if unique_field:
unique_value = getattr(record, unique_field.name, None)
if unique_value:
if unique_field.ttype == 'many2one':
unique_value = unique_value.id
similar_res_ids = self.pool[campaign_rec.object_id.model].search(cr, uid,
[(unique_field.name, '=', unique_value)], context=context)
if similar_res_ids:
duplicate_workitem_domain = [('res_id','in', similar_res_ids),
('campaign_id','=', campaign_rec.id)]
return Workitems.search(cr, uid, duplicate_workitem_domain, context=context)
class marketing_campaign_segment(osv.osv):
_name = "marketing.campaign.segment"
_description = "Campaign Segment"
_order = "name"
def _get_next_sync(self, cr, uid, ids, fn, args, context=None):
# next auto sync date is same for all segments
sync_job = self.pool.get('ir.model.data').get_object(cr, uid, 'marketing_campaign', 'ir_cron_marketing_campaign_every_day', context=context)
next_sync = sync_job and sync_job.nextcall or False
return dict.fromkeys(ids, next_sync)
_columns = {
'name': fields.char('Name', required=True),
'campaign_id': fields.many2one('marketing.campaign', 'Campaign', required=True, select=1, ondelete="cascade"),
'object_id': fields.related('campaign_id','object_id', type='many2one', relation='ir.model', string='Resource'),
'ir_filter_id': fields.many2one('ir.filters', 'Filter', ondelete="restrict",
help="Filter to select the matching resource records that belong to this segment. "\
"New filters can be created and saved using the advanced search on the list view of the Resource. "\
"If no filter is set, all records are selected without filtering. "\
"The synchronization mode may also add a criterion to the filter."),
'sync_last_date': fields.datetime('Last Synchronization', help="Date on which this segment was synchronized last time (automatically or manually)"),
'sync_mode': fields.selection([('create_date', 'Only records created after last sync'),
('write_date', 'Only records modified after last sync (no duplicates)'),
('all', 'All records (no duplicates)')],
'Synchronization mode',
help="Determines an additional criterion to add to the filter when selecting new records to inject in the campaign. "\
'"No duplicates" prevents selecting records which have already entered the campaign previously.'\
'If the campaign has a "unique field" set, "no duplicates" will also prevent selecting records which have '\
'the same value for the unique field as other records that already entered the campaign.'),
'state': fields.selection([('draft', 'New'),
('cancelled', 'Cancelled'),
('running', 'Running'),
('done', 'Done')],
'Status', copy=False),
'date_run': fields.datetime('Launch Date', help="Initial start date of this segment."),
'date_done': fields.datetime('End Date', help="Date this segment was last closed or cancelled."),
'date_next_sync': fields.function(_get_next_sync, string='Next Synchronization', type='datetime', help="Next time the synchronization job is scheduled to run automatically"),
}
_defaults = {
'state': lambda *a: 'draft',
'sync_mode': lambda *a: 'create_date',
}
def _check_model(self, cr, uid, ids, context=None):
for obj in self.browse(cr, uid, ids, context=context):
if not obj.ir_filter_id:
return True
if obj.campaign_id.object_id.model != obj.ir_filter_id.model_id:
return False
return True
_constraints = [
(_check_model, 'Model of filter must be same as resource model of Campaign ', ['ir_filter_id,campaign_id']),
]
def onchange_campaign_id(self, cr, uid, ids, campaign_id):
res = {'domain':{'ir_filter_id':[]}}
campaign_pool = self.pool.get('marketing.campaign')
if campaign_id:
campaign = campaign_pool.browse(cr, uid, campaign_id)
model_name = self.pool.get('ir.model').read(cr, uid, [campaign.object_id.id], ['model'])
if model_name:
mod_name = model_name[0]['model']
res['domain'] = {'ir_filter_id': [('model_id', '=', mod_name)]}
else:
res['value'] = {'ir_filter_id': False}
return res
def state_running_set(self, cr, uid, ids, *args):
segment = self.browse(cr, uid, ids[0])
vals = {'state': 'running'}
if not segment.date_run:
vals['date_run'] = time.strftime('%Y-%m-%d %H:%M:%S')
self.write(cr, uid, ids, vals)
return True
def state_done_set(self, cr, uid, ids, *args):
wi_ids = self.pool.get("marketing.campaign.workitem").search(cr, uid,
[('state', '=', 'todo'), ('segment_id', 'in', ids)])
self.pool.get("marketing.campaign.workitem").write(cr, uid, wi_ids, {'state':'cancelled'})
self.write(cr, uid, ids, {'state': 'done','date_done': time.strftime('%Y-%m-%d %H:%M:%S')})
return True
def state_cancel_set(self, cr, uid, ids, *args):
wi_ids = self.pool.get("marketing.campaign.workitem").search(cr, uid,
[('state', '=', 'todo'), ('segment_id', 'in', ids)])
self.pool.get("marketing.campaign.workitem").write(cr, uid, wi_ids, {'state':'cancelled'})
self.write(cr, uid, ids, {'state': 'cancelled','date_done': time.strftime('%Y-%m-%d %H:%M:%S')})
return True
def synchroniz(self, cr, uid, ids, *args):
self.process_segment(cr, uid, ids)
return True
@api.cr_uid_ids_context
def process_segment(self, cr, uid, segment_ids=None, context=None):
Workitems = self.pool.get('marketing.campaign.workitem')
Campaigns = self.pool.get('marketing.campaign')
if not segment_ids:
segment_ids = self.search(cr, uid, [('state', '=', 'running')], context=context)
action_date = time.strftime('%Y-%m-%d %H:%M:%S')
campaigns = set()
for segment in self.browse(cr, uid, segment_ids, context=context):
if segment.campaign_id.state != 'running':
continue
campaigns.add(segment.campaign_id.id)
act_ids = self.pool.get('marketing.campaign.activity').search(cr,
uid, [('start', '=', True), ('campaign_id', '=', segment.campaign_id.id)], context=context)
model_obj = self.pool[segment.object_id.model]
criteria = []
if segment.sync_last_date and segment.sync_mode != 'all':
criteria += [(segment.sync_mode, '>', segment.sync_last_date)]
if segment.ir_filter_id:
criteria += eval(segment.ir_filter_id.domain)
object_ids = model_obj.search(cr, uid, criteria, context=context)
# XXX TODO: rewrite this loop more efficiently without doing 1 search per record!
for record in model_obj.browse(cr, uid, object_ids, context=context):
# avoid duplicate workitem for the same resource
if segment.sync_mode in ('write_date','all'):
if Campaigns._find_duplicate_workitems(cr, uid, record, segment.campaign_id, context=context):
continue
wi_vals = {
'segment_id': segment.id,
'date': action_date,
'state': 'todo',
'res_id': record.id
}
partner = self.pool.get('marketing.campaign')._get_partner_for(segment.campaign_id, record)
if partner:
wi_vals['partner_id'] = partner.id
for act_id in act_ids:
wi_vals['activity_id'] = act_id
Workitems.create(cr, uid, wi_vals, context=context)
self.write(cr, uid, segment.id, {'sync_last_date':action_date}, context=context)
Workitems.process_all(cr, uid, list(campaigns), context=context)
return True
class marketing_campaign_activity(osv.osv):
_name = "marketing.campaign.activity"
_order = "name"
_description = "Campaign Activity"
_action_types = [
('email', 'Email'),
('report', 'Report'),
('action', 'Custom Action'),
# TODO implement the subcampaigns.
# TODO implement the subcampaign out. disallow out transitions from
# subcampaign activities ?
#('subcampaign', 'Sub-Campaign'),
]
_columns = {
'name': fields.char('Name', required=True),
'campaign_id': fields.many2one('marketing.campaign', 'Campaign',
required = True, ondelete='cascade', select=1),
'object_id': fields.related('campaign_id','object_id',
type='many2one', relation='ir.model',
string='Object', readonly=True),
'start': fields.boolean('Start', help= "This activity is launched when the campaign starts.", select=True),
'condition': fields.text('Condition', size=256, required=True,
help="Python expression to decide whether the activity can be executed, otherwise it will be deleted or cancelled."
"The expression may use the following [browsable] variables:\n"
" - activity: the campaign activity\n"
" - workitem: the campaign workitem\n"
" - resource: the resource object this campaign item represents\n"
" - transitions: list of campaign transitions outgoing from this activity\n"
"...- re: Python regular expression module"),
'type': fields.selection(_action_types, 'Type', required=True,
help="""The type of action to execute when an item enters this activity, such as:
- Email: send an email using a predefined email template
- Report: print an existing Report defined on the resource item and save it into a specific directory
- Custom Action: execute a predefined action, e.g. to modify the fields of the resource record
"""),
'email_template_id': fields.many2one('email.template', "Email Template", help='The email to send when this activity is activated'),
'report_id': fields.many2one('ir.actions.report.xml', "Report", help='The report to generate when this activity is activated', ),
'report_directory_id': fields.many2one('document.directory','Directory',
help="This folder is used to store the generated reports"),
'server_action_id': fields.many2one('ir.actions.server', string='Action',
help= "The action to perform when this activity is activated"),
'to_ids': fields.one2many('marketing.campaign.transition',
'activity_from_id',
'Next Activities'),
'from_ids': fields.one2many('marketing.campaign.transition',
'activity_to_id',
'Previous Activities'),
'variable_cost': fields.float('Variable Cost', help="Set a variable cost if you consider that every campaign item that has reached this point has entailed a certain cost. You can get cost statistics in the Reporting section", digits_compute=dp.get_precision('Product Price')),
'revenue': fields.float('Revenue', help="Set an expected revenue if you consider that every campaign item that has reached this point has generated a certain revenue. You can get revenue statistics in the Reporting section", digits_compute=dp.get_precision('Account')),
'signal': fields.char('Signal',
help='An activity with a signal can be called programmatically. Be careful, the workitem is always created when a signal is sent'),
'keep_if_condition_not_met': fields.boolean("Don't Delete Workitems",
help="By activating this option, workitems that aren't executed because the condition is not met are marked as cancelled instead of being deleted.")
}
_defaults = {
'type': lambda *a: 'email',
'condition': lambda *a: 'True',
}
def search(self, cr, uid, args, offset=0, limit=None, order=None,
context=None, count=False):
if context == None:
context = {}
if 'segment_id' in context and context['segment_id']:
segment_obj = self.pool.get('marketing.campaign.segment').browse(cr,
uid, context['segment_id'])
act_ids = []
for activity in segment_obj.campaign_id.activity_ids:
act_ids.append(activity.id)
return act_ids
return super(marketing_campaign_activity, self).search(cr, uid, args,
offset, limit, order, context, count)
#dead code
def _process_wi_report(self, cr, uid, activity, workitem, context=None):
report_data, format = render_report(cr, uid, [], activity.report_id.report_name, {}, context=context)
attach_vals = {
'name': '%s_%s_%s'%(activity.report_id.report_name,
activity.name,workitem.partner_id.name),
'datas_fname': '%s.%s'%(activity.report_id.report_name,
activity.report_id.report_type),
'parent_id': activity.report_directory_id.id,
'datas': base64.encodestring(report_data),
'file_type': format
}
self.pool.get('ir.attachment').create(cr, uid, attach_vals)
return True
def _process_wi_email(self, cr, uid, activity, workitem, context=None):
return self.pool.get('email.template').send_mail(cr, uid,
activity.email_template_id.id,
workitem.res_id, context=context)
#dead code
def _process_wi_action(self, cr, uid, activity, workitem, context=None):
if context is None:
context = {}
server_obj = self.pool.get('ir.actions.server')
action_context = dict(context,
active_id=workitem.res_id,
active_ids=[workitem.res_id],
active_model=workitem.object_id.model,
workitem=workitem)
server_obj.run(cr, uid, [activity.server_action_id.id],
context=action_context)
return True
def process(self, cr, uid, act_id, wi_id, context=None):
activity = self.browse(cr, uid, act_id, context=context)
method = '_process_wi_%s' % (activity.type,)
action = getattr(self, method, None)
if not action:
raise NotImplementedError('Method %r is not implemented on %r object.' % (method, self))
workitem_obj = self.pool.get('marketing.campaign.workitem')
workitem = workitem_obj.browse(cr, uid, wi_id, context=context)
return action(cr, uid, activity, workitem, context=context)
class marketing_campaign_transition(osv.osv):
_name = "marketing.campaign.transition"
_description = "Campaign Transition"
_interval_units = [
('hours', 'Hour(s)'),
('days', 'Day(s)'),
('months', 'Month(s)'),
('years', 'Year(s)'),
]
def _get_name(self, cr, uid, ids, fn, args, context=None):
# name formatters that depend on trigger
formatters = {
'auto': _('Automatic transition'),
'time': _('After %(interval_nbr)d %(interval_type)s'),
'cosmetic': _('Cosmetic'),
}
# get the translations of the values of selection field 'interval_type'
fields = self.fields_get(cr, uid, ['interval_type'], context=context)
interval_type_selection = dict(fields['interval_type']['selection'])
result = dict.fromkeys(ids, False)
for trans in self.browse(cr, uid, ids, context=context):
values = {
'interval_nbr': trans.interval_nbr,
'interval_type': interval_type_selection.get(trans.interval_type, ''),
}
result[trans.id] = formatters[trans.trigger] % values
return result
def _delta(self, cr, uid, ids, context=None):
assert len(ids) == 1
transition = self.browse(cr, uid, ids[0], context=context)
if transition.trigger != 'time':
raise ValueError('Delta is only relevant for timed transition.')
return relativedelta(**{str(transition.interval_type): transition.interval_nbr})
_columns = {
'name': fields.function(_get_name, string='Name',
type='char', size=128),
'activity_from_id': fields.many2one('marketing.campaign.activity',
'Previous Activity', select=1,
required=True, ondelete="cascade"),
'activity_to_id': fields.many2one('marketing.campaign.activity',
'Next Activity',
required=True, ondelete="cascade"),
'interval_nbr': fields.integer('Interval Value', required=True),
'interval_type': fields.selection(_interval_units, 'Interval Unit',
required=True),
'trigger': fields.selection([('auto', 'Automatic'),
('time', 'Time'),
('cosmetic', 'Cosmetic'), # fake plastic transition
],
'Trigger', required=True,
help="How is the destination workitem triggered"),
}
_defaults = {
'interval_nbr': 1,
'interval_type': 'days',
'trigger': 'time',
}
def _check_campaign(self, cr, uid, ids, context=None):
for obj in self.browse(cr, uid, ids, context=context):
if obj.activity_from_id.campaign_id != obj.activity_to_id.campaign_id:
return False
return True
_constraints = [
(_check_campaign, 'The To/From Activity of transition must be of the same Campaign ', ['activity_from_id,activity_to_id']),
]
_sql_constraints = [
('interval_positive', 'CHECK(interval_nbr >= 0)', 'The interval must be positive or zero')
]
class marketing_campaign_workitem(osv.osv):
_name = "marketing.campaign.workitem"
_description = "Campaign Workitem"
def _res_name_get(self, cr, uid, ids, field_name, arg, context=None):
res = dict.fromkeys(ids, '/')
for wi in self.browse(cr, uid, ids, context=context):
if not wi.res_id:
continue
proxy = self.pool[wi.object_id.model]
if not proxy.exists(cr, uid, [wi.res_id]):
continue
ng = proxy.name_get(cr, uid, [wi.res_id], context=context)
if ng:
res[wi.id] = ng[0][1]
return res
def _resource_search(self, cr, uid, obj, name, args, domain=None, context=None):
"""Returns id of workitem whose resource_name matches with the given name"""
if not len(args):
return []
condition_name = None
for domain_item in args:
# we only use the first domain criterion and ignore all the rest including operators
if isinstance(domain_item, (list,tuple)) and len(domain_item) == 3 and domain_item[0] == 'res_name':
condition_name = [None, domain_item[1], domain_item[2]]
break
assert condition_name, "Invalid search domain for marketing_campaign_workitem.res_name. It should use 'res_name'"
cr.execute("""select w.id, w.res_id, m.model \
from marketing_campaign_workitem w \
left join marketing_campaign_activity a on (a.id=w.activity_id)\
left join marketing_campaign c on (c.id=a.campaign_id)\
left join ir_model m on (m.id=c.object_id)
""")
res = cr.fetchall()
workitem_map = {}
matching_workitems = []
for id, res_id, model in res:
workitem_map.setdefault(model,{}).setdefault(res_id,set()).add(id)
for model, id_map in workitem_map.iteritems():
model_pool = self.pool[model]
condition_name[0] = model_pool._rec_name
condition = [('id', 'in', id_map.keys()), condition_name]
for res_id in model_pool.search(cr, uid, condition, context=context):
matching_workitems.extend(id_map[res_id])
return [('id', 'in', list(set(matching_workitems)))]
_columns = {
'segment_id': fields.many2one('marketing.campaign.segment', 'Segment', readonly=True),
'activity_id': fields.many2one('marketing.campaign.activity','Activity',
required=True, readonly=True),
'campaign_id': fields.related('activity_id', 'campaign_id',
type='many2one', relation='marketing.campaign', string='Campaign', readonly=True, store=True),
'object_id': fields.related('activity_id', 'campaign_id', 'object_id',
type='many2one', relation='ir.model', string='Resource', select=1, readonly=True, store=True),
'res_id': fields.integer('Resource ID', select=1, readonly=True),
'res_name': fields.function(_res_name_get, string='Resource Name', fnct_search=_resource_search, type="char", size=64),
'date': fields.datetime('Execution Date', help='If date is not set, this workitem has to be run manually', readonly=True),
'partner_id': fields.many2one('res.partner', 'Partner', select=1, readonly=True),
'state': fields.selection([ ('todo', 'To Do'),
('cancelled', 'Cancelled'),
('exception', 'Exception'),
('done', 'Done'),
], 'Status', readonly=True, copy=False),
'error_msg' : fields.text('Error Message', readonly=True)
}
_defaults = {
'state': lambda *a: 'todo',
'date': False,
}
@api.cr_uid_ids_context
def button_draft(self, cr, uid, workitem_ids, context=None):
for wi in self.browse(cr, uid, workitem_ids, context=context):
if wi.state in ('exception', 'cancelled'):
self.write(cr, uid, [wi.id], {'state':'todo'}, context=context)
return True
@api.cr_uid_ids_context
def button_cancel(self, cr, uid, workitem_ids, context=None):
for wi in self.browse(cr, uid, workitem_ids, context=context):
if wi.state in ('todo','exception'):
self.write(cr, uid, [wi.id], {'state':'cancelled'}, context=context)
return True
def _process_one(self, cr, uid, workitem, context=None):
if workitem.state != 'todo':
return False
activity = workitem.activity_id
proxy = self.pool[workitem.object_id.model]
object_id = proxy.browse(cr, uid, workitem.res_id, context=context)
eval_context = {
'activity': activity,
'workitem': workitem,
'object': object_id,
'resource': object_id,
'transitions': activity.to_ids,
're': re,
}
try:
condition = activity.condition
campaign_mode = workitem.campaign_id.mode
if condition:
if not eval(condition, eval_context):
if activity.keep_if_condition_not_met:
workitem.write({'state': 'cancelled'})
else:
workitem.unlink()
return
result = True
if campaign_mode in ('manual', 'active'):
Activities = self.pool.get('marketing.campaign.activity')
result = Activities.process(cr, uid, activity.id, workitem.id,
context=context)
values = dict(state='done')
if not workitem.date:
values['date'] = datetime.now().strftime(DT_FMT)
workitem.write(values)
if result:
# process _chain
workitem.refresh() # reload
date = datetime.strptime(workitem.date, DT_FMT)
for transition in activity.to_ids:
if transition.trigger == 'cosmetic':
continue
launch_date = False
if transition.trigger == 'auto':
launch_date = date
elif transition.trigger == 'time':
launch_date = date + transition._delta()
if launch_date:
launch_date = launch_date.strftime(DT_FMT)
values = {
'date': launch_date,
'segment_id': workitem.segment_id.id,
'activity_id': transition.activity_to_id.id,
'partner_id': workitem.partner_id.id,
'res_id': workitem.res_id,
'state': 'todo',
}
wi_id = self.create(cr, uid, values, context=context)
# Now, depending on the trigger and the campaign mode
# we know whether we must run the newly created workitem.
#
# rows = transition trigger \ colums = campaign mode
#
# test test_realtime manual normal (active)
# time Y N N N
# cosmetic N N N N
# auto Y Y N Y
#
run = (transition.trigger == 'auto' \
and campaign_mode != 'manual') \
or (transition.trigger == 'time' \
and campaign_mode == 'test')
if run:
new_wi = self.browse(cr, uid, wi_id, context)
self._process_one(cr, uid, new_wi, context)
except Exception:
tb = "".join(format_exception(*exc_info()))
workitem.write({'state': 'exception', 'error_msg': tb})
@api.cr_uid_ids_context
def process(self, cr, uid, workitem_ids, context=None):
for wi in self.browse(cr, uid, workitem_ids, context=context):
self._process_one(cr, uid, wi, context=context)
return True
def process_all(self, cr, uid, camp_ids=None, context=None):
camp_obj = self.pool.get('marketing.campaign')
if camp_ids is None:
camp_ids = camp_obj.search(cr, uid, [('state','=','running')], context=context)
for camp in camp_obj.browse(cr, uid, camp_ids, context=context):
if camp.mode == 'manual':
# manual states are not processed automatically
continue
while True:
domain = [('campaign_id', '=', camp.id), ('state', '=', 'todo'), ('date', '!=', False)]
if camp.mode in ('test_realtime', 'active'):
domain += [('date','<=', time.strftime('%Y-%m-%d %H:%M:%S'))]
workitem_ids = self.search(cr, uid, domain, context=context)
if not workitem_ids:
break
self.process(cr, uid, workitem_ids, context=context)
return True
def preview(self, cr, uid, ids, context=None):
res = {}
wi_obj = self.browse(cr, uid, ids[0], context=context)
if wi_obj.activity_id.type == 'email':
view_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'email_template', 'email_template_preview_form')
res = {
'name': _('Email Preview'),
'view_type': 'form',
'view_mode': 'form,tree',
'res_model': 'email_template.preview',
'view_id': False,
'context': context,
'views': [(view_id and view_id[1] or 0, 'form')],
'type': 'ir.actions.act_window',
'target': 'new',
'nodestroy':True,
'context': "{'template_id':%d,'default_res_id':%d}"%
(wi_obj.activity_id.email_template_id.id,
wi_obj.res_id)
}
elif wi_obj.activity_id.type == 'report':
datas = {
'ids': [wi_obj.res_id],
'model': wi_obj.object_id.model
}
res = {
'type' : 'ir.actions.report.xml',
'report_name': wi_obj.activity_id.report_id.report_name,
'datas' : datas,
}
else:
raise osv.except_osv(_('No preview'),_('The current step for this item has no email or report to preview.'))
return res
class email_template(osv.osv):
_inherit = "email.template"
_defaults = {
'model_id': lambda obj, cr, uid, context: context.get('object_id',False),
}
# TODO: add constraint to prevent disabling / disapproving an email account used in a running campaign
class report_xml(osv.osv):
_inherit = 'ir.actions.report.xml'
def search(self, cr, uid, args, offset=0, limit=None, order=None, context=None, count=False):
if context is None:
context = {}
object_id = context.get('object_id')
if object_id:
model = self.pool.get('ir.model').browse(cr, uid, object_id, context=context).model
args.append(('model', '=', model))
return super(report_xml, self).search(cr, uid, args, offset, limit, order, context, count)
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: