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program_membership.py
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392 lines (345 loc) · 13.8 KB
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# Part of OpenSPP. See LICENSE file for full copyright and licensing details.
from lxml import etree
from odoo import _, api, fields, models
from odoo.exceptions import UserError, ValidationError
from . import constants
class SPPProgramMembership(models.Model):
_inherit = [
"mail.thread",
"mail.activity.mixin",
]
_name = "spp.program.membership"
_description = "Program Membership"
_inherits = {"res.partner": "partner_id"}
_order = "id desc"
partner_id = fields.Many2one(
"res.partner",
"Registrant",
help="A beneficiary",
required=True,
delegate=True,
ondelete="cascade",
domain=[("is_registrant", "=", True)],
)
program_id = fields.Many2one("spp.program", "", help="A program", required=True)
# TODO: When the state is changed from "exited", "not_eligible" or "duplicate" to something else
# then reset the deduplication date.
state = fields.Selection(
selection=[
("draft", "Draft"),
("enrolled", "Enrolled"),
("paused", "Paused"),
("exited", "Exited"),
("not_eligible", "Not Eligible"),
("duplicated", "Duplicated"),
],
default="draft",
copy=False,
)
enrollment_date = fields.Datetime(compute="_compute_enrolled_date", store=True)
last_deduplication = fields.Date("Last Deduplication Date")
exit_date = fields.Date()
registrant_id = fields.Integer(string="Registrant ID", related="partner_id.id")
duplicate_reason = fields.Char(
string="Duplicate Reason",
compute="_compute_duplicate_reason",
)
def _compute_duplicate_reason(self):
for rec in self:
if rec.state == "duplicated":
dup_records = self.env["spp.program.membership.duplicate"].search(
[("beneficiary_ids", "in", rec.id), ("state", "=", "duplicate")],
order="id desc",
limit=1,
)
rec.duplicate_reason = dup_records.reason if dup_records else False
else:
rec.duplicate_reason = False
@api.constrains("partner_id", "program_id")
def _check_unique_partner_per_program(self):
# Prefetch partner_id and program_id to avoid N+1 queries in loop
self.mapped("partner_id")
self.mapped("program_id")
for record in self:
if record.partner_id and record.program_id:
existing = self.search(
[
("partner_id", "=", record.partner_id.id),
("program_id", "=", record.program_id.id),
("id", "!=", record.id),
],
limit=1,
)
if existing:
raise ValidationError(_("Beneficiary must be unique per program."))
# TODO: Implement exit reasons
# exit_reason_id = fields.Many2one("Exit Reason") Default: Completed, Opt-Out, Other
# TODO: Implement not eligible reasons
# Default: "Missing data", "Does not match the criterias", "Duplicate", "Other"
# not_eligible_reason_id = fields.Many2one("Not Eligible Reason")
# TODO: Add a field delivery_mechanism_id
# delivery_mechanism_id = fields.Many2one("Delivery mechanism type", help="Delivery mechanism")
# the phone number, bank account, etc.
delivery_mechanism_value = fields.Char()
# TODO: JJ - Add a field for the preferred notification method
deduplication_status = fields.Selection(
selection=[
("new", "New"),
("processing", "Processing"),
("verified", "Verified"),
("duplicated", "duplicated"),
],
default="new",
copy=False,
)
@api.depends("state")
def _compute_enrolled_date(self):
# Prefetch state to avoid N+1 queries in loop (if not already loaded)
self.mapped("state")
for rec in self:
if rec.state == "enrolled":
rec.enrollment_date = fields.Datetime.now()
@api.model
def _get_view(self, view_id=None, view_type="form", **options):
context = self.env.context
arch, view = super()._get_view(view_id, view_type, **options)
if view_type == "form":
update_arch = False
doc = arch
# Check if we need to change the partner_id domain filter
target_type = context.get("target_type", False)
if target_type:
domain = None
if context.get("target_type", False) == "group":
domain = "[('is_registrant', '=', True), ('is_group','=',True)]"
elif context.get("target_type", False) == "individual":
domain = "[('is_registrant', '=', True), ('is_group','=',False)]"
if domain:
update_arch = True
nodes = doc.xpath("//field[@name='partner_id']")
for node in nodes:
node.set("domain", domain)
if update_arch:
arch = etree.tostring(doc, encoding="unicode")
return arch, view
def name_get(self):
res = super().name_get()
# Prefetch program_id and partner_id to avoid N+1 queries in loop
self.mapped("program_id.name")
self.mapped("partner_id.name")
for rec in self:
name = ""
if rec.program_id:
name += "[" + rec.program_id.name + "] "
if rec.partner_id:
name += rec.partner_id.name
rec.display_name = name
return res
def open_beneficiaries_form(self):
for rec in self:
return {
"name": "Program Beneficiaries",
"view_mode": "form",
"res_model": "spp.program.membership",
"res_id": rec.id,
"view_id": self.env.ref("spp_programs.view_program_membership_form").id,
"type": "ir.actions.act_window",
"target": "new",
"context": {
"target_type": rec.program_id.target_type,
"default_program_id": rec.program_id.id,
},
}
def open_registrant_form(self):
if self.partner_id.is_group:
return {
"name": "Group Member",
"view_mode": "form",
"res_model": "res.partner",
"res_id": self.partner_id.id,
"view_id": self.env.ref("spp_registry.view_individuals_form").id,
"type": "ir.actions.act_window",
"target": "new",
"context": {
"default_is_group": True,
"create": False,
"edit": False,
},
}
else:
return {
"name": "Individual Member",
"view_mode": "form",
"res_model": "res.partner",
"res_id": self.partner_id.id,
"view_id": self.env.ref("spp_registry.view_individuals_form").id,
"type": "ir.actions.act_window",
"target": "new",
"context": {
"default_is_group": False,
"create": False,
"edit": False,
},
}
def verify_eligibility(self):
eligibility_managers = self.program_id.get_managers(constants.MANAGER_ELIGIBILITY)
member = self
for em in eligibility_managers:
member = em.enroll_eligible_registrants(member)
if len(member) == 0:
self.state = "not_eligible"
return
def enroll_eligible_registrants(self):
eligibility_managers = self.program_id.get_managers(constants.MANAGER_ELIGIBILITY)
message = None
kind = "success"
member = self
for em in eligibility_managers:
member = em.enroll_eligible_registrants(member)
if len(member) > 0:
if self.state in ("duplicated", "exited"):
message = _(
"Cannot enroll: beneficiary is currently %s.",
dict(self._fields["state"].selection).get(self.state, self.state),
)
kind = "warning"
elif self.state != "enrolled":
self.write(
{
"state": "enrolled",
"enrollment_date": fields.Datetime.now(),
}
)
message = _("%s Beneficiaries enrolled.", len(member))
kind = "success"
else:
message = _("Beneficiary is already enrolled.")
kind = "info"
return {
"type": "ir.actions.client",
"tag": "display_notification",
"params": {
"title": _("Enrollment"),
"message": message,
"sticky": False,
"type": kind,
"next": {
"type": "ir.actions.act_window_close",
},
},
}
else:
self.state = "not_eligible"
message = "beneficiary is not eligible"
kind = "warning"
return {
"type": "ir.actions.client",
"tag": "display_notification",
"params": {
"title": _("Enrollment"),
"message": message,
"sticky": False,
"type": kind,
"next": {
"type": "ir.actions.act_window_close",
},
},
}
def deduplicate_beneficiaries(self):
deduplication_managers = self.program_id.get_managers(constants.MANAGER_DEDUPLICATION)
message = None
kind = "success"
if len(deduplication_managers):
states = ["draft", "enrolled", "eligible", "paused", "duplicated"]
duplicates = 0
for el in deduplication_managers:
duplicates += el.deduplicate_beneficiaries(states)
if duplicates > 0:
message = _("%s Beneficiaries duplicate.", duplicates)
kind = "warning"
else:
message = _("No duplicates found.")
kind = "success"
else:
raise UserError(_("No Deduplication Manager defined."))
if message:
return {
"type": "ir.actions.client",
"tag": "display_notification",
"params": {
"title": _("Deduplication"),
"message": message,
"sticky": False,
"type": kind,
"next": {
"type": "ir.actions.act_window_close",
},
},
}
def back_to_draft(self):
"""Reset membership to draft state."""
self.write(
{
"state": "draft",
}
)
return
def action_pause(self):
"""Pause the membership."""
self.ensure_one()
if self.state != "enrolled":
raise UserError(_("Only enrolled memberships can be paused."))
self.write({"state": "paused"})
def action_resume(self):
"""Resume a paused membership."""
self.ensure_one()
if self.state != "paused":
raise UserError(_("Only paused memberships can be resumed."))
self.write({"state": "enrolled"})
def action_exit(self):
"""Exit the registrant from the program."""
self.ensure_one()
if self.state not in ("enrolled", "paused"):
raise UserError(_("Only enrolled or paused memberships can be exited."))
self.write(
{
"state": "exited",
"exit_date": fields.Date.today(),
}
)
@api.model_create_multi
def bulk_create_memberships(self, vals_list, chunk_size=1000):
"""Create program memberships in bulk with optional chunking.
This helper is intended for large enrollment jobs (e.g. CEL-driven
bulk enrollment) where thousands of memberships need to be created
in a single operation.
It preserves the normal create() semantics, including:
- standard ORM validations and constraints
- audit logging (via spp_audit rules)
- source tracking mixins
The only optimisation is to:
- accept already-prepared value dicts
- optionally split very large batches into smaller chunks to keep
memory use and per-transaction work bounded.
"""
if not vals_list:
return self.env["spp.program.membership"]
if chunk_size and chunk_size > 0:
all_memberships = self.env["spp.program.membership"]
for i in range(0, len(vals_list), chunk_size):
batch_vals = vals_list[i : i + chunk_size]
# Use sudo() to avoid per-record access right re-evaluation
# when called from trusted managers, while still going
# through the ORM and audit hooks.
batch_memberships = super(
SPPProgramMembership,
self.sudo(), # nosemgrep: odoo-sudo-without-context
# Bulk enrollment helper used by trusted background managers
# (e.g. CEL load tests); still goes through ORM and audit hooks.
).create(batch_vals)
all_memberships |= batch_memberships
return all_memberships
return super(
SPPProgramMembership,
self.sudo(), # nosemgrep: odoo-sudo-without-context
).create(vals_list)