odoo/addons/crm/crm_segmentation.py

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# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# 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/>.
#
##############################################################################
from openerp.osv import fields,osv,orm
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', 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.\
\nIf checked, remove the category from partners that doesn\'t match segmentation criterions'),
'state': fields.selection([('not running','Not Running'),\
('running','Running')], 'Execution Status', readonly=True),
'partner_id': fields.integer('Max Partner ID processed'),
'segmentation_line': fields.one2many('crm.segmentation.line', \
'segmentation_id', 'Criteria', required=True, copy=True),
'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',
}
def process_continue(self, cr, uid, ids, start=False):
""" @param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current users ID for security checks,
@param ids: List of Process continues IDs"""
partner_obj = self.pool.get('res.partner')
categs = self.read(cr, uid, ids, ['categ_id', 'exclusif', 'sales_purchase_active'])
for categ in categs:
if start:
if categ['exclusif']:
cr.execute('delete from res_partner_res_partner_category_rel \
where category_id=%s', (categ['categ_id'][0],))
partner_obj.invalidate_cache(cr, uid, ['category_id'])
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=%s', (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 in partner_obj.browse(cr, uid, partners):
category_ids = [categ_id.id for categ_id in partner.category_id]
if categ['categ_id'][0] not in category_ids:
cr.execute('insert into res_partner_res_partner_category_rel (category_id,partner_id) \
values (%s,%s)', (categ['categ_id'][0], partner.id))
partner_obj.invalidate_cache(cr, uid, ['category_id'], [partner.id])
self.write(cr, uid, [id], {'state':'not running', 'partner_id':0})
return True
def process_stop(self, cr, uid, ids, *args):
""" @param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current users ID for security checks,
@param ids: List of Process stops IDs"""
return self.write(cr, uid, ids, {'state':'not running', 'partner_id':0})
def process_start(self, cr, uid, ids, *args):
""" @param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current users ID for security checks,
@param ids: List of Process starts IDs """
self.write(cr, uid, ids, {'state':'running', 'partner_id':0})
return self.process_continue(cr, uid, ids, start=True)
class crm_segmentation_line(osv.osv):
""" Segmentation line """
_name = "crm.segmentation.line"
_description = "Segmentation line"
_columns = {
'name': fields.char('Rule Name', required=True),
'segmentation_id': fields.many2one('crm.segmentation', 'Segmentation'),
'expr_name': fields.selection([('sale','Sale Amount'),
('purchase','Purchase Amount')], 'Control Variable', 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 / Optional', required=True),
}
_defaults = {
'expr_name': lambda *a: 'sale',
'expr_operator': lambda *a: '>',
'operator': lambda *a: 'and'
}
def test(self, cr, uid, ids, partner_id):
""" @param self: The object pointer
@param cr: the current row, from the database cursor,
@param uid: the current users ID for security checks,
@param ids: List of Tests IDs """
expression = {'<': lambda x,y: x<y, '=':lambda x,y:x==y, '>':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']=='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 = %s '\
'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 = %s '\
'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 = %s '\
'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 = %s '\
'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
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: