[MIG] RR/17.0 partner_smart_tag_assignation

partner_tag_smart_assignation/README.rst

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+============
+Smart Tagger
+============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:4cc44e04885361c3f282fc3aa7cfd2136a3df53e41bfc1ed8904a81e767c7b96
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
+    :target: https://github.com/OCA/partner-contact/tree/17.0/partner_tag_smart_assignation
+    :alt: OCA/partner-contact
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/partner-contact-17-0/partner-contact-17-0-partner_tag_smart_assignation
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+The Smart Tagger Module update the partner category to add tags in a
+dynamic way. Give the possibility to update all the partner linked to
+the tags with one button. A cron update all the smart tagger when you
+want it.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_tag_smart_assignation%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Compassion CH
+
+Contributors
+------------
+
+-  Nathan Flückiger <[email protected]>
+-  Emanuel Cino <[email protected]>
+-  Cyril Favre <[email protected]>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/17.0/partner_tag_smart_assignation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

partner_tag_smart_assignation/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from . import models

partner_tag_smart_assignation/__manifest__.py

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+# Copyright (C) 2019-2023 Compassion CH (http://www.compassion.ch)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "Smart Tagger",
+    "summary": "Smart tagger, module to have smart tags who " "update themselves alone",
+    "version": "17.0.1.0.0",
+    "category": "Other",
+    "author": "Compassion CH, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "website": "https://github.com/OCA/partner-contact",
+    "depends": ["base", "hr"],
+    "data": ["cron/update_cron.xml", "views/smart_tagger_view.xml"],
+    "installable": True,
+    "auto_install": False,
+}

partner_tag_smart_assignation/cron/update_cron.xml

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+<odoo>
+    <record id="smart_tags_updater" model="ir.cron">
+        <field name="name">Smart Tags Updater</field>
+        <field name="active" eval="True" />
+        <field name="user_id" ref="base.user_root" />
+        <field name="interval_number">1</field>
+        <field name="interval_type">weeks</field>
+        <field name="numbercall">-1</field>
+        <field name="doall">1</field>
+        <field name="model_id" ref="model_res_partner_category" />
+        <field name="state">code</field>
+        <field name="code">model.update_all_smart_tags()</field>
+    </record>
+</odoo>

partner_tag_smart_assignation/models/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from . import res_partner_category
+from . import hr_department

partner_tag_smart_assignation/models/hr_department.py

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+# Copyright (C) 2019 Compassion CH (http://www.compassion.ch)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class ResPartnerCategoryExtension(models.Model):
+    _inherit = "hr.department"
+
+    tag_ids = fields.Many2many("res.partner.category")

partner_tag_smart_assignation/models/res_partner_category.py

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+# Copyright (C) 2019 Compassion CH (http://www.compassion.ch)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from datetime import datetime
+
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+from odoo.tools.safe_eval import safe_eval
+
+
+class ResPartnerCategory(models.Model):
+    _inherit = "res.partner.category"
+
+    tag_filter_condition_id = fields.Many2one("ir.filters", "Domain filter")
+    smart = fields.Boolean(
+        help="Enable this to automatically assign the category on partners "
+        "matching a given filter domain or SQL query."
+    )
+    tag_filter_partner_field = fields.Char(
+        default="partner_id",
+        help="Relational field used on the filter object to find the partners.",
+    )
+    tag_filter_sql_query = fields.Text(
+        "SQL query",
+        help="Can be used instead of the filter for finding the relevant "
+        "partners. The given SQL query should only return partner ids "
+        "rows.",
+    )
+    tag_filter_join_operator = fields.Selection(
+        [
+            ("and", "AND (must satisfy both SQL and domain filter)"),
+            ("or", "OR (can satisfy either SQL or domain filter)"),
+        ],
+        "JOIN operator",
+        default="or",
+        required=True,
+    )
+    partner_ids = fields.Many2many(
+        "res.partner",
+        "res_partner_res_partner_category_rel",
+        "category_id",
+        "partner_id",
+    )
+
+    tagged_partner_count = fields.Integer(compute="_compute_number_tags", stored=True)
+
+    author_id = fields.Many2one(
+        "res.users", string="Author", default=lambda x: x.env.user
+    )
+    department_ids = fields.Many2many("hr.department", string="Department")
+    description = fields.Text()
+    valid_until = fields.Date()
+
+    @api.model
+    def create(self, vals):
+        record = super().create(vals)
+        record.update_partner_tags()
+        return record
+
+    def write(self, vals):
+        res = super().write(vals)
+        if "tag_filter_condition_id" in vals or "model" in vals:
+            self.update_partner_tags()
+        return res
+
+    @api.constrains(
+        "tag_filter_condition_id",
+        "tag_filter_condition_id.model_id",
+        "tag_filter_condition_id.domain",
+        "tag_filter_partner_field",
+    )
+    def check_condition(self):
+        for me in self.filtered("tag_filter_condition_id"):
+            if me.tag_filter_condition_id.model_id != "res.partner":
+                model_link = self.env[me.tag_filter_condition_id.model_id]
+                if me.tag_filter_partner_field not in model_link:
+                    raise ValidationError(
+                        _("The chosen model has no field %s")
+                        % me.tag_filter_partner_field
+                    )
+
+    @api.constrains("tag_filter_sql_query")
+    def check_sql_query(self):
+        for me in self.filtered("tag_filter_sql_query"):
+            self.env.cr.execute(me.tag_filter_sql_query)
+            rows = self.env.cr.fetchall()
+            for row in rows:
+                if (
+                    len(row) > 1
+                    or not isinstance(row[0], int)
+                    or not self.env["res.partner"].browse(row[0]).exists()
+                ):
+                    raise ValidationError(
+                        _("The SQL query should only return partner ids")
+                    )
+
+    def update_partner_tags(self):
+        for tagger in self.filtered("smart"):
+            sql_partners = tagger.get_partners_from_sql()
+            filter_partners = tagger.get_partners_from_ir_filter()
+            if tagger.tag_filter_join_operator == "and":
+                partners = sql_partners & filter_partners
+            else:
+                partners = sql_partners | filter_partners
+            if partners:
+                tagger.write({"partner_ids": [(6, 0, partners.ids)]})
+            else:
+                tagger.write({"partner_ids": [(5, 0, 0)]})
+        return True
+
+    def get_partners_from_ir_filter(self):
+        self.ensure_one()
+        if not self.tag_filter_condition_id.domain:
+            return self.env["res.partner"]
+        domain = safe_eval(
+            self.tag_filter_condition_id.domain,
+            locals_dict={"datetime": datetime},
+            locals_builtins=True,
+        )
+        model = self.tag_filter_condition_id.model_id
+        matching_records = self.env[model].search(domain)
+        if matching_records:
+            if model == "res.partner":
+                partners = matching_records
+            else:
+                partners = matching_records.mapped(self.tag_filter_partner_field)
+            return partners
+        else:
+            return self.env["res.partner"]
+
+    def get_partners_from_sql(self):
+        self.ensure_one()
+        partner_obj = self.env["res.partner"]
+        if not self.tag_filter_sql_query:
+            return partner_obj
+        self.env.cr.execute(self.tag_filter_sql_query)
+        rows = self.env.cr.fetchall()
+        if rows:
+            return partner_obj.browse([r[0] for r in rows])
+        else:
+            return partner_obj
+
+    @api.model
+    def update_all_smart_tags(self):
+        self._check_validity_dates()
+        return self.search([("smart", "=", True)]).update_partner_tags()
+
+    @api.model
+    def _check_validity_dates(self):
+        """Scheduled method to deactivate records past their validity date"""
+        today = fields.Date.today()
+        records_to_deactivate = self.search(
+            [("valid_until", "<", today), ("active", "=", True), ("smart", "=", True)]
+        )
+        # Archive the tag and unlink the partner
+        records_to_deactivate.write({"partner_ids": [(5, 0, 0)], "active": False})
+
+    @api.depends("partner_ids")
+    def _compute_number_tags(self):
+        for category in self:
+            category.tagged_partner_count = len(category.partner_ids)
+
+    def open_tags(self):
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "res.partner",
+            "view_mode": "list,form",
+            "name": "Partners",
+            "domain": [["id", "in", self.mapped("partner_ids").ids]],
+        }

partner_tag_smart_assignation/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

partner_tag_smart_assignation/readme/CONTRIBUTORS.md

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+- Nathan Flückiger \<<[email protected]>\>
+- Emanuel Cino \<<[email protected]>\>
+- Cyril Favre \<<[email protected]>\>

partner_tag_smart_assignation/readme/DESCRIPTION.md

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+The Smart Tagger Module update the partner category to add tags in a
+dynamic way. Give the possibility to update all the partner linked to
+the tags with one button. A cron update all the smart tagger when you
+want it.