flectra/addons/gamification/models/goal.py
2018-07-13 09:21:38 +00:00

458 lines
22 KiB
Python

# -*- coding: utf-8 -*-
# Part of Odoo, Flectra. See LICENSE file for full copyright and licensing details.
import logging
import time
from datetime import date, datetime, timedelta
from flectra import api, fields, models, _, exceptions
from flectra.osv import expression
from flectra.tools import pycompat
from flectra.tools.safe_eval import safe_eval
_logger = logging.getLogger(__name__)
class GoalDefinition(models.Model):
"""Goal definition
A goal definition contains the way to evaluate an objective
Each module wanting to be able to set goals to the users needs to create
a new gamification_goal_definition
"""
_name = 'gamification.goal.definition'
_description = 'Gamification goal definition'
name = fields.Char("Goal Definition", required=True, translate=True)
description = fields.Text("Goal Description")
monetary = fields.Boolean("Monetary Value", default=False, help="The target and current value are defined in the company currency.")
suffix = fields.Char("Suffix", help="The unit of the target and current values", translate=True)
full_suffix = fields.Char("Full Suffix", compute='_compute_full_suffix', help="The currency and suffix field")
computation_mode = fields.Selection([
('manually', "Recorded manually"),
('count', "Automatic: number of records"),
('sum', "Automatic: sum on a field"),
('python', "Automatic: execute a specific Python code"),
], default='manually', string="Computation Mode", required=True,
help="Defined how will be computed the goals. The result of the operation will be stored in the field 'Current'.")
display_mode = fields.Selection([
('progress', "Progressive (using numerical values)"),
('boolean', "Exclusive (done or not-done)"),
], default='progress', string="Displayed as", required=True)
model_id = fields.Many2one('ir.model', string='Model', help='The model object for the field to evaluate')
field_id = fields.Many2one('ir.model.fields', string='Field to Sum', help='The field containing the value to evaluate')
field_date_id = fields.Many2one('ir.model.fields', string='Date Field', help='The date to use for the time period evaluated')
domain = fields.Char(
"Filter Domain", required=True, default="[]",
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.")
batch_mode = fields.Boolean("Batch Mode", help="Evaluate the expression in batch instead of once for each user")
batch_distinctive_field = fields.Many2one('ir.model.fields', string="Distinctive field for batch user", help="In batch mode, this indicates which field distinct one user form the other, e.g. user_id, partner_id...")
batch_user_expression = fields.Char("Evaluated expression for batch mode", 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...")
compute_code = fields.Text("Python Code", 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.")
condition = fields.Selection([
('higher', "The higher the better"),
('lower', "The lower the better")
], default='higher', required=True, string="Goal Performance",
help="A goal is considered as completed when the current value is compared to the value to reach")
action_id = fields.Many2one('ir.actions.act_window', string="Action", help="The action that will be called to update the goal value.")
res_id_field = fields.Char("ID Field of user", help="The field name on the user profile (res.users) containing the value for res_id for action.")
@api.depends('suffix', 'monetary') # also depends of user...
def _compute_full_suffix(self):
for goal in self:
items = []
if goal.monetary:
items.append(self.env.user.company_id.currency_id.symbol or u'¤')
if goal.suffix:
items.append(goal.suffix)
goal.full_suffix = u' '.join(items)
def _check_domain_validity(self):
# take admin as should always be present
for definition in self:
if definition.computation_mode not in ('count', 'sum'):
continue
Obj = self.env[definition.model_id.model]
try:
domain = safe_eval(definition.domain, {
'user': self.env.user.sudo(self.env.user)
})
# dummy search to make sure the domain is valid
Obj.search_count(domain)
except (ValueError, SyntaxError) as e:
msg = e
if isinstance(e, SyntaxError):
msg = (e.msg + '\n' + e.text)
raise exceptions.UserError(_("The domain for the definition %s seems incorrect, please check it.\n\n%s") % (definition.name, msg))
return True
def _check_model_validity(self):
""" make sure the selected field and model are usable"""
for definition in self:
try:
if not (definition.model_id and definition.field_id):
continue
Model = self.env[definition.model_id.model]
field = Model._fields.get(definition.field_id.name)
if not (field and field.store):
raise exceptions.UserError(
_("The model configuration for the definition %s seems incorrect, please check it.\n\n%s not stored") % (definition.name, definition.field_id.name))
except KeyError as e:
raise exceptions.UserError(
_("The model configuration for the definition %s seems incorrect, please check it.\n\n%s not found") % (definition.name, e))
@api.model
def create(self, vals):
definition = super(GoalDefinition, self).create(vals)
if definition.computation_mode in ('count', 'sum'):
definition._check_domain_validity()
if vals.get('field_id'):
definition._check_model_validity()
return definition
@api.multi
def write(self, vals):
res = super(GoalDefinition, self).write(vals)
if vals.get('computation_mode', 'count') in ('count', 'sum') and (vals.get('domain') or vals.get('model_id')):
self._check_domain_validity()
if vals.get('field_id') or vals.get('model_id') or vals.get('batch_mode'):
self._check_model_validity()
return res
@api.onchange('model_id')
def _change_model_id(self):
"""Force domain for the `field_id` and `field_date_id` fields"""
if not self.model_id:
return {'domain': {'field_id': expression.FALSE_DOMAIN, 'field_date_id': expression.FALSE_DOMAIN}}
model_fields_domain = [
('store', '=', True),
'|', ('model_id', '=', self.model_id.id),
('model_id', 'in', self.model_id.inherited_model_ids.ids)]
model_date_fields_domain = expression.AND([[('ttype', 'in', ('date', 'datetime'))], model_fields_domain])
return {'domain': {'field_id': model_fields_domain, 'field_date_id': model_date_fields_domain}}
class Goal(models.Model):
"""Goal instance for a user
An individual goal for a user on a specified time period"""
_name = 'gamification.goal'
_description = 'Gamification goal instance'
_order = 'start_date desc, end_date desc, definition_id, id'
definition_id = fields.Many2one('gamification.goal.definition', string="Goal Definition", required=True, ondelete="cascade")
user_id = fields.Many2one('res.users', string="User", required=True, auto_join=True, ondelete="cascade")
line_id = fields.Many2one('gamification.challenge.line', string="Challenge Line", ondelete="cascade")
challenge_id = fields.Many2one(
related='line_id.challenge_id', store=True, readonly=True,
help="Challenge that generated the goal, assign challenge to users "
"to generate goals with a value in this field.")
start_date = fields.Date("Start Date", default=fields.Date.today)
end_date = fields.Date("End Date") # no start and end = always active
target_goal = fields.Float('To Reach', required=True, track_visibility='always')
# no goal = global index
current = fields.Float("Current Value", required=True, default=0, track_visibility='always')
completeness = fields.Float("Completeness", compute='_get_completion')
state = fields.Selection([
('draft', "Draft"),
('inprogress', "In progress"),
('reached', "Reached"),
('failed', "Failed"),
('canceled', "Canceled"),
], default='draft', string='State', required=True, track_visibility='always')
to_update = fields.Boolean('To update')
closed = fields.Boolean('Closed goal', help="These goals will not be recomputed.")
computation_mode = fields.Selection(related='definition_id.computation_mode')
remind_update_delay = fields.Integer(
"Remind delay", help="The number of days after which the user "
"assigned to a manual goal will be reminded. "
"Never reminded if no value is specified.")
last_update = fields.Date(
"Last Update",
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.")
definition_description = fields.Text("Definition Description", related='definition_id.description', readonly=True)
definition_condition = fields.Selection("Definition Condition", related='definition_id.condition', readonly=True)
definition_suffix = fields.Char("Suffix", related='definition_id.full_suffix', readonly=True)
definition_display = fields.Selection("Display Mode", related='definition_id.display_mode', readonly=True)
@api.depends('current', 'target_goal', 'definition_id.condition')
def _get_completion(self):
"""Return the percentage of completeness of the goal, between 0 and 100"""
for goal in self:
if goal.definition_condition == 'higher':
if goal.current >= goal.target_goal:
goal.completeness = 100.0
else:
goal.completeness = round(100.0 * goal.current / goal.target_goal, 2)
elif goal.current < goal.target_goal:
# a goal 'lower than' has only two values possible: 0 or 100%
goal.completeness = 100.0
else:
goal.completeness = 0.0
def _check_remind_delay(self):
"""Verify if a goal has not been updated for some time and send a
reminder message of needed.
:return: data to write on the goal object
"""
if not (self.remind_update_delay and self.last_update):
return {}
delta_max = timedelta(days=self.remind_update_delay)
last_update = fields.Date.from_string(self.last_update)
if date.today() - last_update < delta_max:
return {}
# generate a reminder report
template = self.env.ref('gamification.email_template_goal_reminder')\
.get_email_template(self.id)
body_html = self.env['mail.template'].with_context(template._context)\
.render_template(template.body_html, 'gamification.goal', self.id)
self.env['mail.thread'].message_post(
body=body_html,
partner_ids=[ self.user_id.partner_id.id],
subtype='mail.mt_comment'
)
return {'to_update': True}
def _get_write_values(self, new_value):
"""Generate values to write after recomputation of a goal score"""
if new_value == self.current:
# avoid useless write if the new value is the same as the old one
return {}
result = {'current': new_value}
if (self.definition_id.condition == 'higher' and new_value >= self.target_goal) \
or (self.definition_id.condition == 'lower' and new_value <= self.target_goal):
# success, do no set closed as can still change
result['state'] = 'reached'
elif self.end_date and fields.Date.today() > self.end_date:
# check goal failure
result['state'] = 'failed'
result['closed'] = True
return {self: result}
@api.multi
def update_goal(self):
"""Update the goals to recomputes values and change of states
If a manual goal is not updated for enough time, the user will be
reminded to do so (done only once, in 'inprogress' state).
If a goal reaches the target value, the status is set to reached
If the end date is passed (at least +1 day, time not considered) without
the target value being reached, the goal is set as failed."""
goals_by_definition = {}
for goal in self.with_context(prefetch_fields=False):
goals_by_definition.setdefault(goal.definition_id, []).append(goal)
for definition, goals in goals_by_definition.items():
goals_to_write = {}
if definition.computation_mode == 'manually':
for goal in goals:
goals_to_write[goal] = goal._check_remind_delay()
elif definition.computation_mode == 'python':
# TODO batch execution
for goal in goals:
# execute the chosen method
cxt = {
'object': goal,
'env': self.env,
'date': date,
'datetime': datetime,
'timedelta': timedelta,
'time': time,
}
code = definition.compute_code.strip()
safe_eval(code, cxt, mode="exec", nocopy=True)
# the result of the evaluated codeis put in the 'result' local variable, propagated to the context
result = cxt.get('result')
if result is not None and isinstance(result, (float, pycompat.integer_types)):
goals_to_write.update(goal._get_write_values(result))
else:
_logger.error(
"Invalid return content '%r' from the evaluation "
"of code for definition %s, expected a number",
result, definition.name)
else: # count or sum
Obj = self.env[definition.model_id.model]
field_date_name = definition.field_date_id.name
if definition.computation_mode == 'count' and definition.batch_mode:
# batch mode, trying to do as much as possible in one request
general_domain = safe_eval(definition.domain)
field_name = definition.batch_distinctive_field.name
subqueries = {}
for goal in goals:
start_date = field_date_name and goal.start_date or False
end_date = field_date_name and goal.end_date or False
subqueries.setdefault((start_date, end_date), {}).update({goal.id:safe_eval(definition.batch_user_expression, {'user': goal.user_id})})
# the global query should be split by time periods (especially for recurrent goals)
for (start_date, end_date), query_goals in subqueries.items():
subquery_domain = list(general_domain)
subquery_domain.append((field_name, 'in', list(set(query_goals.values()))))
if start_date:
subquery_domain.append((field_date_name, '>=', start_date))
if end_date:
subquery_domain.append((field_date_name, '<=', end_date))
if field_name == 'id':
# grouping on id does not work and is similar to search anyway
users = Obj.search(subquery_domain)
user_values = [{'id': user.id, 'id_count': 1} for user in users]
else:
user_values = Obj.read_group(subquery_domain, fields=[field_name], groupby=[field_name])
# user_values has format of read_group: [{'partner_id': 42, 'partner_id_count': 3},...]
for goal in [g for g in goals if g.id in query_goals]:
for user_value in user_values:
queried_value = field_name in user_value and user_value[field_name] or False
if isinstance(queried_value, tuple) and len(queried_value) == 2 and isinstance(queried_value[0], pycompat.integer_types):
queried_value = queried_value[0]
if queried_value == query_goals[goal.id]:
new_value = user_value.get(field_name+'_count', goal.current)
goals_to_write.update(goal._get_write_values(new_value))
else:
for goal in goals:
# eval the domain with user replaced by goal user object
domain = safe_eval(definition.domain, {'user': goal.user_id})
# add temporal clause(s) to the domain if fields are filled on the goal
if goal.start_date and field_date_name:
domain.append((field_date_name, '>=', goal.start_date))
if goal.end_date and field_date_name:
domain.append((field_date_name, '<=', goal.end_date))
if definition.computation_mode == 'sum':
field_name = definition.field_id.name
# TODO for master: group on user field in batch mode
res = Obj.read_group(domain, [field_name], [])
new_value = res and res[0][field_name] or 0.0
else: # computation mode = count
new_value = Obj.search_count(domain)
goals_to_write.update(goal._get_write_values(new_value))
for goal, values in goals_to_write.items():
if not values:
continue
goal.write(values)
if self.env.context.get('commit_gamification'):
self.env.cr.commit()
return True
@api.multi
def action_start(self):
"""Mark a goal as started.
This should only be used when creating goals manually (in draft state)"""
self.write({'state': 'inprogress'})
return self.update_goal()
@api.multi
def action_reach(self):
"""Mark a goal as reached.
If the target goal condition is not met, the state will be reset to In
Progress at the next goal update until the end date."""
return self.write({'state': 'reached'})
@api.multi
def action_fail(self):
"""Set the state of the goal to failed.
A failed goal will be ignored in future checks."""
return self.write({'state': 'failed'})
@api.multi
def action_cancel(self):
"""Reset the completion after setting a goal as reached or failed.
This is only the current state, if the date and/or target criteria
match the conditions for a change of state, this will be applied at the
next goal update."""
return self.write({'state': 'inprogress'})
@api.model
def create(self, vals):
return super(Goal, self.with_context(no_remind_goal=True)).create(vals)
@api.multi
def write(self, vals):
"""Overwrite the write method to update the last_update field to today
If the current value is changed and the report frequency is set to On
change, a report is generated
"""
vals['last_update'] = fields.Date.today()
result = super(Goal, self).write(vals)
for goal in self:
if goal.state != "draft" and ('definition_id' in vals or 'user_id' in vals):
# avoid drag&drop in kanban view
raise exceptions.UserError(_('Can not modify the configuration of a started goal'))
if vals.get('current') and 'no_remind_goal' not in self.env.context:
if goal.challenge_id.report_message_frequency == 'onchange':
goal.challenge_id.sudo().report_progress(users=goal.user_id)
return result
@api.multi
def get_action(self):
"""Get the ir.action related to update the goal
In case of a manual goal, should return a wizard to update the value
:return: action description in a dictionary
"""
if self.definition_id.action_id:
# open a the action linked to the goal
action = self.definition_id.action_id.read()[0]
if self.definition_id.res_id_field:
current_user = self.env.user.sudo(self.env.user)
action['res_id'] = safe_eval(self.definition_id.res_id_field, {
'user': current_user
})
# if one element to display, should see it in form mode if possible
action['views'] = [
(view_id, mode)
for (view_id, mode) in action['views']
if mode == 'form'
] or action['views']
return action
if self.computation_mode == 'manually':
# open a wizard window to update the value manually
action = {
'name': _("Update %s") % self.definition_id.name,
'id': self.id,
'type': 'ir.actions.act_window',
'views': [[False, 'form']],
'target': 'new',
'context': {'default_goal_id': self.id, 'default_current': self.current},
'res_model': 'gamification.goal.wizard'
}
return action
return False