661 lines
26 KiB
Python
661 lines
26 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from ast import literal_eval
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from collections import defaultdict
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import functools
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import itertools
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import logging
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import psycopg2
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import datetime
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from odoo import api, fields, models, Command
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from odoo import SUPERUSER_ID, _
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from odoo.exceptions import ValidationError, UserError
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from odoo.tools import mute_logger
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_logger = logging.getLogger('odoo.addons.base.partner.merge')
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class MergePartnerLine(models.TransientModel):
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_name = 'base.partner.merge.line'
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_description = 'Merge Partner Line'
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_order = 'min_id asc'
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wizard_id = fields.Many2one('base.partner.merge.automatic.wizard', 'Wizard')
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min_id = fields.Integer('MinID')
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aggr_ids = fields.Char('Ids', required=True)
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class MergePartnerAutomatic(models.TransientModel):
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"""
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The idea behind this wizard is to create a list of potential partners to
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merge. We use two objects, the first one is the wizard for the end-user.
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And the second will contain the partner list to merge.
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"""
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_name = 'base.partner.merge.automatic.wizard'
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_description = 'Merge Partner Wizard'
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@api.model
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def default_get(self, fields):
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res = super(MergePartnerAutomatic, self).default_get(fields)
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active_ids = self.env.context.get('active_ids')
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if self.env.context.get('active_model') == 'res.partner' and active_ids:
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if 'state' in fields:
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res['state'] = 'selection'
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if 'partner_ids' in fields:
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res['partner_ids'] = [Command.set(active_ids)]
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if 'dst_partner_id' in fields:
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res['dst_partner_id'] = self._get_ordered_partner(active_ids)[-1].id
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return res
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# Group by
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group_by_email = fields.Boolean('Email')
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group_by_name = fields.Boolean('Name')
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group_by_is_company = fields.Boolean('Is Company')
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group_by_vat = fields.Boolean('VAT')
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group_by_parent_id = fields.Boolean('Parent Company')
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state = fields.Selection([
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('option', 'Option'),
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('selection', 'Selection'),
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('finished', 'Finished')
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], readonly=True, required=True, string='State', default='option')
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number_group = fields.Integer('Group of Contacts', readonly=True)
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current_line_id = fields.Many2one('base.partner.merge.line', string='Current Line')
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line_ids = fields.One2many('base.partner.merge.line', 'wizard_id', string='Lines')
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partner_ids = fields.Many2many('res.partner', string='Contacts', context={'active_test': False})
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dst_partner_id = fields.Many2one('res.partner', string='Destination Contact')
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exclude_contact = fields.Boolean('A user associated to the contact')
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exclude_journal_item = fields.Boolean('Journal Items associated to the contact')
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maximum_group = fields.Integer('Maximum of Group of Contacts')
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# ----------------------------------------
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# Update method. Core methods to merge steps
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# ----------------------------------------
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def _get_fk_on(self, table):
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""" return a list of many2one relation with the given table.
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:param table : the name of the sql table to return relations
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:returns a list of tuple 'table name', 'column name'.
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"""
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query = """
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SELECT cl1.relname as table, att1.attname as column
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FROM pg_constraint as con, pg_class as cl1, pg_class as cl2, pg_attribute as att1, pg_attribute as att2
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WHERE con.conrelid = cl1.oid
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AND con.confrelid = cl2.oid
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AND array_lower(con.conkey, 1) = 1
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AND con.conkey[1] = att1.attnum
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AND att1.attrelid = cl1.oid
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AND cl2.relname = %s
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AND att2.attname = 'id'
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AND array_lower(con.confkey, 1) = 1
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AND con.confkey[1] = att2.attnum
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AND att2.attrelid = cl2.oid
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AND con.contype = 'f'
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"""
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self._cr.execute(query, (table,))
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return self._cr.fetchall()
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@api.model
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def _update_foreign_keys(self, src_partners, dst_partner):
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""" Update all foreign key from the src_partner to dst_partner. All many2one fields will be updated.
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:param src_partners : merge source res.partner recordset (does not include destination one)
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:param dst_partner : record of destination res.partner
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"""
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_logger.debug('_update_foreign_keys for dst_partner: %s for src_partners: %s', dst_partner.id, str(src_partners.ids))
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# find the many2one relation to a partner
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Partner = self.env['res.partner']
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relations = self._get_fk_on('res_partner')
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# this guarantees cache consistency
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self.env.invalidate_all()
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for table, column in relations:
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if 'base_partner_merge_' in table: # ignore two tables
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continue
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# get list of columns of current table (exept the current fk column)
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query = "SELECT column_name FROM information_schema.columns WHERE table_name LIKE '%s'" % (table)
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self._cr.execute(query, ())
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columns = []
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for data in self._cr.fetchall():
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if data[0] != column:
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columns.append(data[0])
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# do the update for the current table/column in SQL
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query_dic = {
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'table': table,
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'column': column,
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'value': columns[0],
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}
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if len(columns) <= 1:
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# unique key treated
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query = """
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UPDATE "%(table)s" as ___tu
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SET "%(column)s" = %%s
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WHERE
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"%(column)s" = %%s AND
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NOT EXISTS (
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SELECT 1
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FROM "%(table)s" as ___tw
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WHERE
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"%(column)s" = %%s AND
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___tu.%(value)s = ___tw.%(value)s
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)""" % query_dic
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for partner in src_partners:
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self._cr.execute(query, (dst_partner.id, partner.id, dst_partner.id))
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else:
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try:
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with mute_logger('odoo.sql_db'), self._cr.savepoint():
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query = 'UPDATE "%(table)s" SET "%(column)s" = %%s WHERE "%(column)s" IN %%s' % query_dic
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self._cr.execute(query, (dst_partner.id, tuple(src_partners.ids),))
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except psycopg2.Error:
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# updating fails, most likely due to a violated unique constraint
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# keeping record with nonexistent partner_id is useless, better delete it
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query = 'DELETE FROM "%(table)s" WHERE "%(column)s" IN %%s' % query_dic
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self._cr.execute(query, (tuple(src_partners.ids),))
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@api.model
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def _update_reference_fields(self, src_partners, dst_partner):
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""" Update all reference fields from the src_partner to dst_partner.
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:param src_partners : merge source res.partner recordset (does not include destination one)
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:param dst_partner : record of destination res.partner
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"""
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_logger.debug('_update_reference_fields for dst_partner: %s for src_partners: %r', dst_partner.id, src_partners.ids)
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def update_records(model, src, field_model='model', field_id='res_id'):
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Model = self.env[model] if model in self.env else None
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if Model is None:
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return
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records = Model.sudo().search([(field_model, '=', 'res.partner'), (field_id, '=', src.id)])
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try:
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with mute_logger('odoo.sql_db'), self._cr.savepoint():
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records.sudo().write({field_id: dst_partner.id})
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records.env.flush_all()
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except psycopg2.Error:
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# updating fails, most likely due to a violated unique constraint
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# keeping record with nonexistent partner_id is useless, better delete it
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records.sudo().unlink()
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update_records = functools.partial(update_records)
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for partner in src_partners:
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update_records('calendar', src=partner, field_model='model_id.model')
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update_records('ir.attachment', src=partner, field_model='res_model')
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update_records('mail.followers', src=partner, field_model='res_model')
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update_records('mail.activity', src=partner, field_model='res_model')
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update_records('mail.message', src=partner)
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update_records('ir.model.data', src=partner)
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records = self.env['ir.model.fields'].sudo().search([('ttype', '=', 'reference')])
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for record in records:
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try:
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Model = self.env[record.model]
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field = Model._fields[record.name]
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except KeyError:
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# unknown model or field => skip
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continue
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if Model._abstract or field.compute is not None:
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continue
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for partner in src_partners:
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records_ref = Model.sudo().search([(record.name, '=', 'res.partner,%d' % partner.id)])
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values = {
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record.name: 'res.partner,%d' % dst_partner.id,
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}
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records_ref.sudo().write(values)
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self.env.flush_all()
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# Company-dependent fields
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with self._cr.savepoint():
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params = {
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'destination_id': f'res.partner,{dst_partner.id}',
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'source_ids': tuple(f'res.partner,{src}' for src in src_partners.ids),
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}
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self._cr.execute("""
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UPDATE ir_property AS _ip1
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SET res_id = %(destination_id)s
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WHERE res_id IN %(source_ids)s
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AND NOT EXISTS (
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SELECT
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FROM ir_property AS _ip2
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WHERE _ip2.res_id = %(destination_id)s
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AND _ip2.fields_id = _ip1.fields_id
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AND _ip2.company_id = _ip1.company_id
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)""", params)
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def _get_summable_fields(self):
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""" Returns the list of fields that should be summed when merging partners
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"""
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return []
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@api.model
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def _update_values(self, src_partners, dst_partner):
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""" Update values of dst_partner with the ones from the src_partners.
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:param src_partners : recordset of source res.partner
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:param dst_partner : record of destination res.partner
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"""
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_logger.debug('_update_values for dst_partner: %s for src_partners: %r', dst_partner.id, src_partners.ids)
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model_fields = dst_partner.fields_get().keys()
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summable_fields = self._get_summable_fields()
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def write_serializer(item):
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if isinstance(item, models.BaseModel):
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return item.id
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else:
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return item
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# get all fields that are not computed or x2many
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values = dict()
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values_by_company = defaultdict(dict) # {company: vals}
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for column in model_fields:
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field = dst_partner._fields[column]
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if field.type not in ('many2many', 'one2many') and field.compute is None:
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for item in itertools.chain(src_partners, [dst_partner]):
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if item[column]:
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if column in summable_fields and values.get(column):
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values[column] += write_serializer(item[column])
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else:
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values[column] = write_serializer(item[column])
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elif field.company_dependent and column in summable_fields:
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# sum the values of partners for each company; use sudo() to
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# compute the sum on all companies, including forbidden ones
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partners = (src_partners + dst_partner).sudo()
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for company in self.env['res.company'].sudo().search([]):
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values_by_company[company][column] = sum(
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partners.with_company(company).mapped(column)
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)
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# remove fields that can not be updated (id and parent_id)
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values.pop('id', None)
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parent_id = values.pop('parent_id', None)
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dst_partner.write(values)
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for company, vals in values_by_company.items():
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dst_partner.with_company(company).sudo().write(vals)
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# try to update the parent_id
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if parent_id and parent_id != dst_partner.id:
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try:
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dst_partner.write({'parent_id': parent_id})
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except ValidationError:
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_logger.info('Skip recursive partner hierarchies for parent_id %s of partner: %s', parent_id, dst_partner.id)
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def _merge(self, partner_ids, dst_partner=None, extra_checks=True):
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""" private implementation of merge partner
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:param partner_ids : ids of partner to merge
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:param dst_partner : record of destination res.partner
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:param extra_checks: pass False to bypass extra sanity check (e.g. email address)
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"""
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# super-admin can be used to bypass extra checks
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if self.env.is_admin():
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extra_checks = False
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Partner = self.env['res.partner']
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partner_ids = Partner.browse(partner_ids).exists()
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if len(partner_ids) < 2:
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return
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if len(partner_ids) > 3:
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raise UserError(_("For safety reasons, you cannot merge more than 3 contacts together. You can re-open the wizard several times if needed."))
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# check if the list of partners to merge contains child/parent relation
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child_ids = self.env['res.partner']
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for partner_id in partner_ids:
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child_ids |= Partner.search([('id', 'child_of', [partner_id.id])]) - partner_id
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if partner_ids & child_ids:
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raise UserError(_("You cannot merge a contact with one of his parent."))
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# check if the list of partners to merge are linked to more than one user
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if len(partner_ids.with_context(active_test=False).user_ids) > 1:
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raise UserError(_("You cannot merge contacts linked to more than one user even if only one is active."))
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if extra_checks and len(set(partner.email for partner in partner_ids)) > 1:
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raise UserError(_("All contacts must have the same email. Only the Administrator can merge contacts with different emails."))
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# remove dst_partner from partners to merge
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if dst_partner and dst_partner in partner_ids:
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src_partners = partner_ids - dst_partner
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else:
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ordered_partners = self._get_ordered_partner(partner_ids.ids)
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dst_partner = ordered_partners[-1]
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src_partners = ordered_partners[:-1]
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_logger.info("dst_partner: %s", dst_partner.id)
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# Make the company of all related users consistent with destination partner company
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if dst_partner.company_id:
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partner_ids.mapped('user_ids').sudo().write({
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'company_ids': [Command.link(dst_partner.company_id.id)],
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'company_id': dst_partner.company_id.id
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})
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# call sub methods to do the merge
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self._update_foreign_keys(src_partners, dst_partner)
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self._update_reference_fields(src_partners, dst_partner)
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self._update_values(src_partners, dst_partner)
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self._log_merge_operation(src_partners, dst_partner)
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# delete source partner, since they are merged
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src_partners.unlink()
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def _log_merge_operation(self, src_partners, dst_partner):
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_logger.info('(uid = %s) merged the partners %r with %s', self._uid, src_partners.ids, dst_partner.id)
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# ----------------------------------------
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# Helpers
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# ----------------------------------------
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@api.model
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def _generate_query(self, fields, maximum_group=100):
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""" Build the SQL query on res.partner table to group them according to given criteria
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:param fields : list of column names to group by the partners
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:param maximum_group : limit of the query
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"""
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# make the list of column to group by in sql query
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sql_fields = []
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for field in fields:
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if field in ['email', 'name']:
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sql_fields.append('lower(%s)' % field)
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elif field in ['vat']:
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sql_fields.append("replace(%s, ' ', '')" % field)
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else:
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sql_fields.append(field)
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group_fields = ', '.join(sql_fields)
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# where clause : for given group by columns, only keep the 'not null' record
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filters = []
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for field in fields:
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if field in ['email', 'name', 'vat']:
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filters.append((field, 'IS NOT', 'NULL'))
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criteria = ' AND '.join('%s %s %s' % (field, operator, value) for field, operator, value in filters)
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# build the query
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text = [
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"SELECT min(id), array_agg(id)",
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"FROM res_partner",
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]
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if criteria:
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text.append('WHERE %s' % criteria)
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text.extend([
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"GROUP BY %s" % group_fields,
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"HAVING COUNT(*) >= 2",
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"ORDER BY min(id)",
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])
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if maximum_group:
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text.append("LIMIT %s" % maximum_group,)
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return ' '.join(text)
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@api.model
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def _compute_selected_groupby(self):
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""" Returns the list of field names the partner can be grouped (as merge
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criteria) according to the option checked on the wizard
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"""
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groups = []
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group_by_prefix = 'group_by_'
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for field_name in self._fields:
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if field_name.startswith(group_by_prefix):
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if field_name in self and self[field_name]:
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groups.append(field_name[len(group_by_prefix):])
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if not groups:
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raise UserError(_("You have to specify a filter for your selection."))
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return groups
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@api.model
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def _partner_use_in(self, aggr_ids, models):
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""" Check if there is no occurence of this group of partner in the selected model
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:param aggr_ids : stringified list of partner ids separated with a comma (sql array_agg)
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:param models : dict mapping a model name with its foreign key with res_partner table
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"""
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return any(
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self.env[model].search_count([(field, 'in', aggr_ids)])
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for model, field in models.items()
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)
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@api.model
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def _get_ordered_partner(self, partner_ids):
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""" Helper : returns a `res.partner` recordset ordered by create_date/active fields
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:param partner_ids : list of partner ids to sort
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"""
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return self.env['res.partner'].browse(partner_ids).sorted(
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key=lambda p: (not p.active, (p.create_date or datetime.datetime(1970, 1, 1))),
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reverse=True,
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)
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def _compute_models(self):
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""" Compute the different models needed by the system if you want to exclude some partners. """
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model_mapping = {}
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if self.exclude_contact:
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model_mapping['res.users'] = 'partner_id'
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if 'account.move.line' in self.env and self.exclude_journal_item:
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model_mapping['account.move.line'] = 'partner_id'
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return model_mapping
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# ----------------------------------------
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# Actions
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# ----------------------------------------
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def action_skip(self):
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""" Skip this wizard line. Don't compute any thing, and simply redirect to the new step."""
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if self.current_line_id:
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self.current_line_id.unlink()
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return self._action_next_screen()
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def _action_next_screen(self):
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""" return the action of the next screen ; this means the wizard is set to treat the
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next wizard line. Each line is a subset of partner that can be merged together.
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If no line left, the end screen will be displayed (but an action is still returned).
|
|
"""
|
|
self.env.invalidate_all() # FIXME: is this still necessary?
|
|
values = {}
|
|
if self.line_ids:
|
|
# in this case, we try to find the next record.
|
|
current_line = self.line_ids[0]
|
|
current_partner_ids = literal_eval(current_line.aggr_ids)
|
|
values.update({
|
|
'current_line_id': current_line.id,
|
|
'partner_ids': [Command.set(current_partner_ids)],
|
|
'dst_partner_id': self._get_ordered_partner(current_partner_ids)[-1].id,
|
|
'state': 'selection',
|
|
})
|
|
else:
|
|
values.update({
|
|
'current_line_id': False,
|
|
'partner_ids': [],
|
|
'state': 'finished',
|
|
})
|
|
|
|
self.write(values)
|
|
|
|
return {
|
|
'type': 'ir.actions.act_window',
|
|
'res_model': self._name,
|
|
'res_id': self.id,
|
|
'view_mode': 'form',
|
|
'target': 'new',
|
|
}
|
|
|
|
def _process_query(self, query):
|
|
""" Execute the select request and write the result in this wizard
|
|
:param query : the SQL query used to fill the wizard line
|
|
"""
|
|
self.ensure_one()
|
|
model_mapping = self._compute_models()
|
|
|
|
# group partner query
|
|
self._cr.execute(query) # pylint: disable=sql-injection
|
|
|
|
counter = 0
|
|
for min_id, aggr_ids in self._cr.fetchall():
|
|
# To ensure that the used partners are accessible by the user
|
|
partners = self.env['res.partner'].search([('id', 'in', aggr_ids)])
|
|
if len(partners) < 2:
|
|
continue
|
|
|
|
# exclude partner according to options
|
|
if model_mapping and self._partner_use_in(partners.ids, model_mapping):
|
|
continue
|
|
|
|
self.env['base.partner.merge.line'].create({
|
|
'wizard_id': self.id,
|
|
'min_id': min_id,
|
|
'aggr_ids': partners.ids,
|
|
})
|
|
counter += 1
|
|
|
|
self.write({
|
|
'state': 'selection',
|
|
'number_group': counter,
|
|
})
|
|
|
|
_logger.info("counter: %s", counter)
|
|
|
|
def action_start_manual_process(self):
|
|
""" Start the process 'Merge with Manual Check'. Fill the wizard according to the group_by and exclude
|
|
options, and redirect to the first step (treatment of first wizard line). After, for each subset of
|
|
partner to merge, the wizard will be actualized.
|
|
- Compute the selected groups (with duplication)
|
|
- If the user has selected the 'exclude_xxx' fields, avoid the partners
|
|
"""
|
|
self.ensure_one()
|
|
groups = self._compute_selected_groupby()
|
|
query = self._generate_query(groups, self.maximum_group)
|
|
self._process_query(query)
|
|
return self._action_next_screen()
|
|
|
|
def action_start_automatic_process(self):
|
|
""" Start the process 'Merge Automatically'. This will fill the wizard with the same mechanism as 'Merge
|
|
with Manual Check', but instead of refreshing wizard with the current line, it will automatically process
|
|
all lines by merging partner grouped according to the checked options.
|
|
"""
|
|
self.ensure_one()
|
|
self.action_start_manual_process() # here we don't redirect to the next screen, since it is automatic process
|
|
self.env.invalidate_all() # FIXME: is this still necessary?
|
|
|
|
for line in self.line_ids:
|
|
partner_ids = literal_eval(line.aggr_ids)
|
|
self._merge(partner_ids)
|
|
line.unlink()
|
|
self._cr.commit() # TODO JEM : explain why
|
|
|
|
self.write({'state': 'finished'})
|
|
return {
|
|
'type': 'ir.actions.act_window',
|
|
'res_model': self._name,
|
|
'res_id': self.id,
|
|
'view_mode': 'form',
|
|
'target': 'new',
|
|
}
|
|
|
|
def parent_migration_process_cb(self):
|
|
self.ensure_one()
|
|
|
|
query = """
|
|
SELECT
|
|
min(p1.id),
|
|
array_agg(DISTINCT p1.id)
|
|
FROM
|
|
res_partner as p1
|
|
INNER join
|
|
res_partner as p2
|
|
ON
|
|
p1.email = p2.email AND
|
|
p1.name = p2.name AND
|
|
(p1.parent_id = p2.id OR p1.id = p2.parent_id)
|
|
WHERE
|
|
p2.id IS NOT NULL
|
|
GROUP BY
|
|
p1.email,
|
|
p1.name,
|
|
CASE WHEN p1.parent_id = p2.id THEN p2.id
|
|
ELSE p1.id
|
|
END
|
|
HAVING COUNT(*) >= 2
|
|
ORDER BY
|
|
min(p1.id)
|
|
"""
|
|
|
|
self._process_query(query)
|
|
|
|
for line in self.line_ids:
|
|
partner_ids = literal_eval(line.aggr_ids)
|
|
self._merge(partner_ids)
|
|
line.unlink()
|
|
self._cr.commit()
|
|
|
|
self.write({'state': 'finished'})
|
|
|
|
self._cr.execute("""
|
|
UPDATE
|
|
res_partner
|
|
SET
|
|
is_company = NULL,
|
|
parent_id = NULL
|
|
WHERE
|
|
parent_id = id
|
|
""")
|
|
|
|
return {
|
|
'type': 'ir.actions.act_window',
|
|
'res_model': self._name,
|
|
'res_id': self.id,
|
|
'view_mode': 'form',
|
|
'target': 'new',
|
|
}
|
|
|
|
def action_update_all_process(self):
|
|
self.ensure_one()
|
|
self.parent_migration_process_cb()
|
|
|
|
# NOTE JEM : seems louche to create a new wizard instead of reuse the current one with updated options.
|
|
# since it is like this from the initial commit of this wizard, I don't change it. yet ...
|
|
wizard = self.create({'group_by_vat': True, 'group_by_email': True, 'group_by_name': True})
|
|
wizard.action_start_automatic_process()
|
|
|
|
# NOTE JEM : no idea if this query is usefull
|
|
self._cr.execute("""
|
|
UPDATE
|
|
res_partner
|
|
SET
|
|
is_company = NULL
|
|
WHERE
|
|
parent_id IS NOT NULL AND
|
|
is_company IS NOT NULL
|
|
""")
|
|
|
|
return self._action_next_screen()
|
|
|
|
def action_merge(self):
|
|
""" Merge Contact button. Merge the selected partners, and redirect to
|
|
the end screen (since there is no other wizard line to process.
|
|
"""
|
|
if not self.partner_ids:
|
|
self.write({'state': 'finished'})
|
|
return {
|
|
'type': 'ir.actions.act_window',
|
|
'res_model': self._name,
|
|
'res_id': self.id,
|
|
'view_mode': 'form',
|
|
'target': 'new',
|
|
}
|
|
|
|
self._merge(self.partner_ids.ids, self.dst_partner_id)
|
|
|
|
if self.current_line_id:
|
|
self.current_line_id.unlink()
|
|
|
|
return self._action_next_screen()
|