mirror of
https://codeberg.org/artfulrobot/contactcats.git
synced 2025-06-26 01:28:05 +02:00
Rewrite sync to use new features
This commit is contained in:
Rich Lott / Artful Robot
parent
b0983603e5
commit
16f2b6235d
7 changed files with 502 additions and 365 deletions
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@ -2,12 +2,8 @@
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namespace Civi\Api4\Action\ContactCategory;
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use Civi;
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use Civi\Api4\Activity;
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use Civi\Api4\Generic\Result;
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use Civi\Api4\Group;
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use Civi\Api4\OptionValue;
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use Civi\Api4\Setting;
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use CRM_Core_DAO;
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use Civi\ContactCats\Processor;
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/**
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* Sync the data
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@ -28,145 +24,24 @@ class Sync extends \Civi\Api4\Generic\AbstractAction {
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public function _run(Result $result) {
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ini_set('memory_limit', '256M');
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Civi::log()->debug('Begin', ['=start' => 'ContactCatSync', '=timed' => 1]);
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// this does not unserialize $settings = Civi::settings()->get('contact_categories');
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$settings = Setting::get(FALSE)
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->addSelect('contact_categories')
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->execute()->first()['value'] ?? NULL;
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if (empty($settings['groupIDs'])) {
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throw new \API_Exception('Unconfigured');
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}
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if (!$this->force && time() < $settings['updateAfter']) {
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// not needed yet.
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Civi::log()->debug("Skipping because not due until " . date('H:i j M Y', $settings['updateAfter']), ['=' => 'pop']);
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return;
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}
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// Ensure we're definitely dealing with integer Group IDs.
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array_walk($settings['groupIDs'], fn (&$groupID) => $groupID = (int) $groupID);
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// Load category names
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$catNames = OptionValue::get(FALSE)
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->addWhere('option_group_id:name', '=', 'contact_categories')
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->addSelect('value', 'label')
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->execute()->indexBy('value')->column('label');
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$groups = Group::get(FALSE)
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->addWhere('id', 'IN', $settings['groupIDs'])
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->execute()->indexBy('id')->getArrayCopy();
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$smartGroups = [];
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foreach ($groups as $groupID => $group) {
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if (!empty($group['saved_search_id'])) {
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$smartGroups[] = $groupID;
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}
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}
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if ($smartGroups) {
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Civi::log()->debug('Refreshing smart groups', ['=' => 'timed,start', 'groups' => $smartGroups]);
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\CRM_Contact_BAO_GroupContactCache::loadAll($smartGroups);
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Civi::log()->debug('', ['=' => 'pop']);
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}
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Civi::log()->debug('Resetting table', ['=' => 'start,timed']);
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// clear out temp space.
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CRM_Core_DAO::executeQuery("UPDATE civicrm_contact_category SET next_category = 0;")->free();
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// ensure we have all our contacts covered.
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CRM_Core_DAO::executeQuery(<<<SQL
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INSERT IGNORE INTO civicrm_contact_category
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SELECT id, id contact_id, 0 as category, 0 next_category
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FROM civicrm_contact
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SQL)->free();
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Civi::log()->debug('', ['=' => 'pop']);
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foreach ($settings['groupIDs'] as $groupID) {
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if ($groupID == 0) {
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// The default 'group' isn't a ... group.
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continue;
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}
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if (!$groups[$groupID]) {
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Civi::log()->warning("Group $groupID no longer exists.");
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continue;
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}
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// Put unclaimed contacts in this group into this category.
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$isSmart = !empty($groups[$groupID]['saved_search_id']);
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Civi::log()->debug($groups[$groupID]['title'] . ($isSmart ? '(smart)' : ''), ['=' => 'timed', '=start' => "group$groupID"]);
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$table = $isSmart ? 'civicrm_group_contact_cache' : 'civicrm_group_contact';
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$statusWhere = $isSmart ? '' : 'AND gc.status = "Added"';
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$sql = <<<SQL
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UPDATE civicrm_contact_category cc
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INNER JOIN $table gc ON gc.contact_id = cc.id AND group_id = $groupID $statusWhere
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SET next_category = $groupID
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WHERE next_category = 0
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SQL;
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CRM_Core_DAO::executeQuery($sql)->free();
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Civi::log()->debug('', ['=' => 'pop']);
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}
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Civi::log()->debug("Calculate changes", ['=' => 'timed', '=start' => "changes"]);
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$changes = CRM_Core_DAO::executeQuery(<<<SQL
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SELECT id, category, next_category
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FROM civicrm_contact_category
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WHERE next_category <> category
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ORDER BY category, next_category
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SQL);
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$lastChange = [0, 0];
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$batch = [];
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$n = 0;
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$writeBatch = function() use (&$lastChange, &$batch, $catNames) {
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if (empty($batch)) {
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if (!$this->force) {
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$nextRun = Civi::settings()->get('contactcats_next_run') ?? 0;
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if (time() < $nextRun) {
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// not needed yet.
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Civi::log()->debug("Skipping because not due until " . date('H:i j M Y', $nextRun), ['=' => 'pop']);
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return;
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}
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$oldCategoryId = (int) ($lastChange[0] ?? 0);
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$newCategoryId = (int) ($lastChange[1] ?? 0);
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// Create activity on the first contact
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$a = Activity::create(FALSE)
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->addValue('target_contact_id', $batch[0])
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->addValue('activity_type_id:name', 'changed_contact_category')
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->addValue('source_contact_id', \CRM_Core_BAO_Domain::getDomain()->contact_id)
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->addValue('status_id:name', 'Completed')
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->addValue('subject', $catNames[$oldCategoryId] . ' → ' . $catNames[$newCategoryId])
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->execute()->first();
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$activityID = (int) $a['id'];
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// Join activity to all relevant contacts
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CRM_Core_DAO::executeQuery("INSERT INTO civicrm_activity_contact (contact_id, activity_id, record_type_id)
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SELECT id contact_id, $activityID activity_id, 3 record_type_id
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FROM civicrm_contact_category cc
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WHERE cc.category = $oldCategoryId
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AND cc.next_category = $newCategoryId
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AND contact_id <> $batch[0]
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")->free();
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Civi::log()->debug(count($batch) . " changes: " . $catNames[$lastChange[0] ?? 0] . ' → ' . $catNames[$lastChange[1] ?? 0]);
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};
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while ($changes->fetch()) {
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$n++;
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if ($lastChange[0] !== $changes->category || $lastChange[1] !== $changes->next_category) {
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$writeBatch();
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$lastChange = [$changes->category, $changes->next_category];
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$batch = [];
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}
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$batch[] = $changes->id;
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}
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$changes->free();
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$writeBatch();
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Civi::log()->debug('Apply changes', ['=change' => 'applyChanges', '=timed' => 1]);
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CRM_Core_DAO::executeQuery("UPDATE civicrm_contact_category
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SET category = next_category WHERE category <> next_category")->free();
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Civi::log()->debug('', ['=pop' => 1]);
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$summary = CRM_Core_DAO::executeQuery("SELECT next_category, count(*) from civicrm_contact_category group by next_category")->fetchAll();
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$summary['changes'] = $n;
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$_ = memory_get_peak_usage(TRUE);
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$summary['memory_use'] = @round($_ / pow(1024, ($i = floor(log($_, 1024)))), 2) . ' ' . ['b', 'kb', 'mb', 'gb', 'tb', 'pb'][$i];
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$result->exchangeArray($summary);
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$processor = new Processor();
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$result->exchangeArray($processor->run());
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// Limit to running every 24 hours; we actually want it to be stable within one day.
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// Schedule for 3am to avoid busy times and DST.
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$settings['updateAfter'] = strtotime('tomorrow + 180 minutes');
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Setting::set(FALSE)
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->addValue('contact_categories', $settings)
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->execute();
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Civi::log()->debug("Complete. Scheduling next run after " . date('H:i j M Y', $settings['updateAfter']), ['=' => 'set']);
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$nextRun = strtotime('tomorrow + 180 minutes');
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Civi::settings()->set('contactcats_next_run', $nextRun);
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Civi::settings()->set('contactcats_last_run', time());
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Civi::log()->debug("Complete. Scheduling next run after " . date('H:i j M Y', $nextRun), ['=' => 'set']);
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}
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}
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246
Civi/ContactCats/Processor.php
Normal file
246
Civi/ContactCats/Processor.php
Normal file
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@ -0,0 +1,246 @@
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<?php
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namespace Civi\ContactCats;
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use CRM_Contactcats_ExtensionUtil as E;
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use Civi;
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use Civi\Api4\Activity;
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use Civi\Api4\ContactCategoryDefinition;
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use Civi\Api4\Group;
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use Civi\Api4\SavedSearch;
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use CRM_Core_DAO;
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use CRM_Core_Exception;
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class Processor {
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protected array $categories = [];
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protected array $groupDetails = [];
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protected array $searchDetails = [];
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public function __construct() {
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$this->categories = ContactCategoryDefinition::get(FALSE)
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->addOrderBy('execution_order')
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->execute()->getArrayCopy();
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// Identify groups and searches used by definitions.
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$groupIDs = $searchIDs = [];
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foreach ($this->categories as $cat) {
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if ($cat['search_type'] === 'group') {
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$groupIDs[] = (int) $cat['search_data']['group_id'];
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}
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elseif ($cat['search_type'] === 'search') {
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$searchIDs[] = (int) $cat['search_data']['saved_search_id'];
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}
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}
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// Load group details; ensure all groups still exist.
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$this->groupDetails = [];
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if ($groupIDs) {
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$this->groupDetails = Group::get(FALSE)
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->addWhere('id', 'IN', $groupIDs)
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->execute()->indexBy('id')->getArrayCopy();
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foreach ($this->categories as $cat) {
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if ($cat['search_type'] === 'group') {
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if (!isset($this->groupDetails[$cat['search_data']['group_id'] ?? 0])) {
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throw new CRM_Core_Exception("ContactCategoryDefinition $cat[id] $cat[label] references invalid Group: " . $cat['search_data']['group_id']);
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}
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}
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}
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}
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// Load all searches
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$this->searchDetails = [];
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if ($searchIDs) {
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$this->searchDetails = SavedSearch::get(FALSE)
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->addWhere('id', 'IN', $searchIDs)
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->execute()->indexBy('id')->getArrayCopy();
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foreach ($this->categories as $cat) {
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if ($cat['search_type'] === 'search') {
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if (!isset($this->searchDetails[$cat['search_data']['saved_search_id'] ?? 0])) {
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throw new CRM_Core_Exception("ContactCategoryDefinition $cat[id] $cat[label] references invalid Search: " . $cat['search_data']['saved_search_id']);
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}
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$search = $this->searchDetails[$cat['search_data']['saved_search_id']];
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if (!isset($search['api_params']) || !isset($search['api_entity'])) {
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throw new CRM_Core_Exception("ContactCategoryDefinition $cat[id] $cat[label] uses search $search[id] which does not look appropriate.");
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}
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}
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}
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}
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// TODO: check things like searches that group by contact_id
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}
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public function run() {
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$this->refreshSmartGroups();
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$summary = [];
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\CRM_Core_Transaction::create()->run(function($tx) use (&$summary) {
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$this->resetTable();
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foreach ($this->categories as $cat) {
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if ($cat['search_type'] === 'group') {
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$this->assignCategoryFromGroup($cat);
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}
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elseif ($cat['search_type'] === 'search') {
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$this->assignCategoryFromSearch($cat);
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}
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// future...
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}
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$summary = $this->createChangeActivities();
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});
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return $summary;
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}
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protected function createChangeActivities() {
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Civi::log()->debug("Calculate changes", ['=' => 'timed', '=start' => "changes"]);
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$changes = CRM_Core_DAO::executeQuery(<<<SQL
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SELECT id, category, next_category
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FROM civicrm_contact_category
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WHERE next_category <> category
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ORDER BY category, next_category
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SQL);
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$lastChange = [0, 0];
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$batch = [];
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$n = 0;
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$domainContactID = \CRM_Core_BAO_Domain::getDomain()->contact_id;
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$writeBatch = function() use (&$lastChange, &$batch, $domainContactID) {
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if (empty($batch)) {
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return;
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}
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$oldCategoryId = (int) ($lastChange[0] ?? 0);
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$newCategoryId = (int) ($lastChange[1] ?? 0);
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$oldName = $this->categories[$oldCategoryId]['label'] ?? E::ts('(Unknown)');
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$subject = "$oldName → " . $this->categories[$newCategoryId];
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// Create activity on the first contact
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$a = Activity::create(FALSE)
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->addValue('target_contact_id', $batch[0])
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->addValue('activity_type_id:name', 'changed_contact_category')
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->addValue('source_contact_id', $domainContactID)
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->addValue('status_id:name', 'Completed')
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->addValue('subject', $subject)
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->execute()->first();
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$activityID = (int) $a['id'];
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// Join activity to all relevant contacts
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CRM_Core_DAO::executeQuery("INSERT INTO civicrm_activity_contact (contact_id, activity_id, record_type_id)
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SELECT id contact_id, $activityID activity_id, 3 record_type_id
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FROM civicrm_contact_category cc
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WHERE cc.category = $oldCategoryId
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AND cc.next_category = $newCategoryId
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AND contact_id <> $batch[0]
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")->free();
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Civi::log()->debug(count($batch) . " changes: $subject");
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};
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while ($changes->fetch()) {
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$n++;
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if ($lastChange[0] !== $changes->category || $lastChange[1] !== $changes->next_category) {
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$writeBatch();
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$lastChange = [$changes->category, $changes->next_category];
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$batch = [];
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}
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$batch[] = $changes->id;
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}
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$changes->free();
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$writeBatch();
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Civi::log()->debug('Apply changes', ['=change' => 'applyChanges', '=timed' => 1]);
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CRM_Core_DAO::executeQuery("UPDATE civicrm_contact_category
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SET category = next_category WHERE category <> next_category")->free();
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Civi::log()->debug('', ['=pop' => 1]);
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$summary = CRM_Core_DAO::executeQuery("SELECT next_category, count(*) from civicrm_contact_category group by next_category")->fetchAll();
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$summary['changes'] = $n;
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$_ = memory_get_peak_usage(TRUE);
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$summary['memory_use'] = @round($_ / pow(1024, ($i = floor(log($_, 1024)))), 2) . ' ' . ['b', 'kb', 'mb', 'gb', 'tb', 'pb'][$i];
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return $summary;
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}
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protected function refreshSmartGroups() {
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$smartGroups = [];
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foreach ($this->groupDetails as $groupID => $group) {
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if (!empty($group['saved_search_id'])) {
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$smartGroups[] = $groupID;
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}
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}
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if ($smartGroups) {
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Civi::log()->debug('Refreshing smart groups', ['=' => 'timed,start', 'groups' => $smartGroups]);
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\CRM_Contact_BAO_GroupContactCache::loadAll($smartGroups);
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Civi::log()->debug('', ['=' => 'pop']);
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}
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}
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protected function resetTable() {
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Civi::log()->debug('Resetting table', ['=' => 'start,timed']);
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// clear out temp space.
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CRM_Core_DAO::executeQuery("UPDATE civicrm_contact_category SET next_category = 0;")->free();
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// ensure we have all our contacts covered.
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// TODO: is it quicker to do a WHERE NOT EXISTS?
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CRM_Core_DAO::executeQuery(<<<SQL
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INSERT IGNORE INTO civicrm_contact_category
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SELECT id, id contact_id, 0 as category, 0 next_category
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FROM civicrm_contact
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SQL)->free();
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Civi::log()->debug('', ['=' => 'pop']);
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}
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/**
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*
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*/
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protected function assignCategoryFromGroup(array $cat) {
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$groupID = (int) $cat['search_data']['group_id'];
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$group = $this->groupDetails[$groupID];
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// Put unclaimed contacts in this group into this category.
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$isSmart = !empty($group['saved_search_id']);
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Civi::log()->debug($group['title'] . ($isSmart ? '(smart)' : ''), ['=' => 'timed', '=start' => "group$groupID"]);
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$table = $isSmart ? 'civicrm_group_contact_cache' : 'civicrm_group_contact';
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$statusWhere = $isSmart ? '' : 'AND gc.status = "Added"';
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$sql = <<<SQL
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UPDATE civicrm_contact_category cc
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INNER JOIN $table gc ON gc.contact_id = cc.id AND group_id = $groupID $statusWhere
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SET next_category = {$cat['id']}
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WHERE next_category = 0
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SQL;
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CRM_Core_DAO::executeQuery($sql)->free();
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}
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/**
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*
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*/
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protected function assignCategoryFromSearch(array $cat) {
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$search = $this->searchDetails[$cat['search_data']['saved_search_id']];
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$apiParams = $search['api_params'];
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if ($search['api_entity'] === 'Contact' && in_array('id', $apiParams['select'] ?? [])) {
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$contactIdKey = 'id';
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// We only need the ID.
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$apiParams['select'] = ['id'];
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}
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else {
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throw new CRM_Core_Exception("can't figure out contactID in search: " . json_encode($search));
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}
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// We don't need them ordered.
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unset($apiParams['orderBy']);
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$contactIDs = civicrm_api4($search['api_entity'], $search['get'], $apiParams)->column($contactIdKey);
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// Unsure if this batching is needed
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$batchSize = 10000;
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while ($batch = array_splice($contactIDs, 0, $batchSize)) {
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$batch = implode(',', $batch);
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if (!preg_match('/^[0-9,]+$/', $batch)) {
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// Surely this can never happen.
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throw new CRM_Core_Exception("Erm, received non-integer contact IDs from Search $search[id]!");
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}
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$sql = <<<SQL
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UPDATE civicrm_contact_category cc
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SET next_category = {$cat['id']}
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WHERE next_category = 0 AND id IN ($batch)
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SQL;
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CRM_Core_DAO::executeQuery($sql)->free();
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}
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}
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}
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14
README.md
14
README.md
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@ -1,6 +1,5 @@
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|||
# Contact Categories
|
||||
|
||||
|
||||
This is an [extension for CiviCRM](https://docs.civicrm.org/sysadmin/en/latest/customize/extensions/), licensed under [AGPL-3.0](LICENSE.txt).
|
||||
|
||||
It provides a way to categorise contacts by priority group; a contact only ever has one category, which is the most important one that applies.
|
||||
|
|
@ -13,7 +12,7 @@ How categories are defined will depend on your organisation's needs. A real worl
|
|||
4. "Loyal" - other regular donors
|
||||
5. "Cooling" - people who recently cancelled regular giving
|
||||
6. "Interested" - donated within last 3 months.
|
||||
7. "Missed" 2+ donations over 3 months ago.
|
||||
7. "Missed" 2+ donations over 3 months ago.
|
||||
8. "Drifting" gave once over 3 months ago.
|
||||
9. "Active" never given money, but done some other action recently.
|
||||
10. "Dormant" never given money and not done anything else for a while.
|
||||
|
|
@ -33,12 +32,17 @@ Example useful things you can do with this approach:
|
|||
- send urgent actions to those most likely to respond urgently.
|
||||
- follow up cancelled regulars to see if they can be rescued.
|
||||
|
||||
|
||||
|
||||
|
||||
## Getting Started
|
||||
|
||||
Once installed, you'll find a (bit crude at the mo) Contact » Categories page that lets you specify your prioritised SearchKit searches to identify your contacts. A scheduled job needs to run to do the categorisation, so wait a day for that or run it manually.
|
||||
|
||||
You can also use SearchKit/FormBuilder to summarise people by categories, e.g. counts.
|
||||
|
||||
## Technical notes
|
||||
|
||||
This uses a settings keys to record unix timestamps as to when the last and previous assignment run happened.
|
||||
|
||||
- `contactcats_next_run`
|
||||
- `contactcats_last_run`
|
||||
|
||||
It uses `ContactCategoryDefinition` entity to hold data about each configured category and `ContactCategory` entities join a Contact and a ContactCategoryDefinition.
|
||||
|
|
|
|||
|
|
@ -15,6 +15,7 @@ crm-contact-category-settings .crm-contact-cats-move-target {
|
|||
transition: opacity 0.3s ease, transform 0.3s ease, display 0.001s allow-discrete, max-height 0.3s ease;
|
||||
transform-origin: top left;
|
||||
display: none;
|
||||
text-align: right;
|
||||
}
|
||||
crm-contact-category-settings .moving .crm-contact-cats-move-target {
|
||||
display: block;
|
||||
|
|
|
|||
|
|
@ -15,21 +15,44 @@
|
|||
// supposed to use for components.
|
||||
// v: '<'
|
||||
},
|
||||
controller: function($scope, $timeout, crmApi4, $document) {
|
||||
controller: function($scope, $timeout, crmApi4, crmStatus, $document) {
|
||||
var ts = ($scope.ts = CRM.ts(null)),
|
||||
ctrl = this;
|
||||
|
||||
// this.$onInit gets run after the this controller is called, and after the bindings have been applied.
|
||||
this.$onInit = async function() {
|
||||
ctrl.saved = false;
|
||||
ctrl.dirty = 'pristine'; //pristine|dirty
|
||||
ctrl.view = 'list';
|
||||
ctrl.moveIdx = null;
|
||||
ctrl.categoryToEdit = null;
|
||||
ctrl.categoryDefinitions = null;
|
||||
ctrl.categoryDefinitions = await crmApi4("ContactCategoryDefinition", 'get', { orderBy: { label: 'ASC' }, withLabels: true });
|
||||
updateOrders();
|
||||
console.log("Got", ctrl.categoryDefinitions);
|
||||
|
||||
$scope.$digest();
|
||||
|
||||
/**
|
||||
* Presentation order is by label. Promoting "0123 label" type labels.
|
||||
*
|
||||
* We set execution_order to the array index to keep things simpler.
|
||||
*/
|
||||
function updateOrders() {
|
||||
|
||||
// re-set execution_order.
|
||||
ctrl.categoryDefinitions.forEach((item, idx) => {
|
||||
item.execution_order = idx;
|
||||
});
|
||||
|
||||
const po = ctrl.categoryDefinitions.slice();
|
||||
po.sort((a, b) => {
|
||||
if (a.label < b.label) return -1;
|
||||
if (a.label > b.label) return 1;
|
||||
return (a.execution_order ?? 1) - (b.execution_order ?? 1);
|
||||
});
|
||||
ctrl.presentationOrder = po;
|
||||
}
|
||||
|
||||
ctrl.edit = idx => {
|
||||
if (idx === -1) {
|
||||
// New item.
|
||||
|
|
@ -42,7 +65,8 @@
|
|||
|
||||
// Create a blank
|
||||
ctrl.categoryToEdit = {
|
||||
idx: ctrl.categoryDefinitions.length,
|
||||
id: 0,
|
||||
execution_order: ctrl.categoryDefinitions.length,
|
||||
label: '',
|
||||
search_type: 'search',
|
||||
search_data: { saved_search_id: null },
|
||||
|
|
@ -52,7 +76,7 @@
|
|||
};
|
||||
}
|
||||
else {
|
||||
ctrl.categoryToEdit = Object.assign({idx}, JSON.parse(JSON.stringify(ctrl.categoryDefinitions[idx])));
|
||||
ctrl.categoryToEdit = Object.assign({}, JSON.parse(JSON.stringify(ctrl.categoryDefinitions[idx])));
|
||||
}
|
||||
ctrl.view = 'edit';
|
||||
};
|
||||
|
|
@ -64,7 +88,10 @@
|
|||
}
|
||||
ctrl.categoryDefinitions.splice(idx, 0, item);
|
||||
ctrl.moveIdx = null;
|
||||
updateOrders();
|
||||
$ctrl.dirty = 'dirty';
|
||||
};
|
||||
|
||||
ctrl.deleteCategory = idx => {
|
||||
if (!confirm(ts(
|
||||
'Confirm deleting category ‘%1’. You will lose history related to this category. Sure?',
|
||||
|
|
@ -74,36 +101,36 @@
|
|||
}
|
||||
ctrl.categoryDefinitions[idx].deleted = true;
|
||||
ctrl.categoryToEdit = null;
|
||||
updateOrders();
|
||||
ctrl.view = 'list';
|
||||
ctrl.dirty = 'dirty';
|
||||
};
|
||||
|
||||
ctrl.updateEditedThing = () => {
|
||||
const edited = ctrl.categoryToEdit;
|
||||
// @todo validate, e.g.
|
||||
if (!ctrl.categoryToEdit.label) {
|
||||
if (!edited.label) {
|
||||
alert("No name");
|
||||
return;
|
||||
}
|
||||
|
||||
const search_data = ctrl.categoryToEdit.search_data;
|
||||
console.log("search_data", search_data);
|
||||
if (ctrl.categoryToEdit.search_type === 'group') {
|
||||
const search_data = edited.search_data;
|
||||
if (edited.search_type === 'group') {
|
||||
// Only store what we need.
|
||||
const {group_id} = search_data;
|
||||
console.log("group_id", group_id, search_data);
|
||||
ctrl.categoryToEdit.search_data = {group_id};
|
||||
edited.search_data = {group_id};
|
||||
}
|
||||
else if (ctrl.categoryToEdit.search_type === 'search') {
|
||||
else if (edited.search_type === 'search') {
|
||||
const {saved_search_id} = search_data;
|
||||
ctrl.categoryToEdit.search_data = {saved_search_id};
|
||||
edited.search_data = {saved_search_id};
|
||||
}
|
||||
|
||||
const edited = ctrl.categoryToEdit;
|
||||
const idx = edited.idx;
|
||||
delete(edited.idx);
|
||||
const idx = edited.execution_order;
|
||||
ctrl.categoryDefinitions[idx] = edited;
|
||||
ctrl.categoryToEdit = null;
|
||||
updateOrders();
|
||||
ctrl.dirty = 'dirty';
|
||||
ctrl.view = 'list';
|
||||
console.log("done editing");
|
||||
}
|
||||
|
||||
// We need to ensure the search_data object contains the fields required for the selected search_type
|
||||
|
|
@ -121,74 +148,29 @@
|
|||
}
|
||||
};
|
||||
|
||||
ctrl.save = async () => {
|
||||
ctrl.save = () => {
|
||||
if (!confirm(ts("Confirm saving changes to categories? Note that categories will not be fully applied until tomorrow."))) { return; }
|
||||
|
||||
|
||||
// Handle deletions first.
|
||||
const deletedIds = ctrl.categoryDefinitions.filter(d => d.deleted && d.id > 0).map(d => d.id);
|
||||
|
||||
const chain = Promise.resolve();
|
||||
if (deletedIds.length) {
|
||||
chain.then(() => crmApi4('ContactCategoryDefinition', 'delete', { where: [ ['id', 'IN', deletedIds] ] }));
|
||||
}
|
||||
// Now enact the deletions on our local model.
|
||||
ctrl.categoryDefinitions = ctrl.categoryDefinitions.filter(d => !d.deleted);
|
||||
// Tidy execution_order
|
||||
updateOrders();
|
||||
if (ctrl.categoryDefinitions.length) {
|
||||
chain.then(() => crmApi4('ContactCategoryDefinition', 'save', {records:ctrl.categoryDefinitions}));
|
||||
}
|
||||
chain.then(() => {
|
||||
ctrl.dirty = 'pristine';
|
||||
})
|
||||
crmStatus({ start: ts('Saving...'), success: ts('Saved')}, chain);
|
||||
};
|
||||
|
||||
// ctrl.deleteRow = idx => {
|
||||
// ctrl.catmap.splice(idx, 1);
|
||||
// };
|
||||
// ctrl.getGroupsFor = idx => {
|
||||
// let groupsInUse = ctrl.catmap.map(c => c.groupID);
|
||||
// groupsInUse.splice(idx, 1);
|
||||
// return ctrl.groups.filter(
|
||||
// g => !groupsInUse.includes(g.id.toString())
|
||||
// );
|
||||
// };
|
||||
|
||||
// ctrl.save = async () => {
|
||||
// console.log("save", ctrl.catmap);
|
||||
// // reconstruct everything.
|
||||
//
|
||||
// const optValsRecords = [];
|
||||
// ctrl.catmap.forEach(r => {
|
||||
// if (!r.name || r.groupID === "") {
|
||||
// return;
|
||||
// }
|
||||
// // Do we have an option value for this group ID?
|
||||
// let c = various.cats.find(cat => cat.value == r.groupID);
|
||||
// if (c) {
|
||||
// if (c.label != r.name) {
|
||||
// optValsRecords.push({
|
||||
// id: c.id,
|
||||
// label: r.name
|
||||
// });
|
||||
// }
|
||||
// } else {
|
||||
// optValsRecords.push({
|
||||
// label: r.name,
|
||||
// value: r.groupID,
|
||||
// "option_group_id:name": "contact_categories"
|
||||
// });
|
||||
// }
|
||||
// });
|
||||
// console.log("optionValue updates", optValsRecords, ctrl.catmap);
|
||||
// const updates = {
|
||||
// saveSetting: [
|
||||
// "Setting",
|
||||
// "set",
|
||||
// {
|
||||
// values: {
|
||||
// contact_categories: {
|
||||
// groupIDs: ctrl.catmap.map(i => i.groupID),
|
||||
// updateAfter: 0
|
||||
// }
|
||||
// }
|
||||
// }
|
||||
// ]
|
||||
// };
|
||||
// if (optValsRecords.length) {
|
||||
// updates.saveOptions = [
|
||||
// "OptionValue",
|
||||
// "save",
|
||||
// { records: optValsRecords }
|
||||
// ];
|
||||
// }
|
||||
// await crmApi4(updates);
|
||||
// console.log("saved", updates);
|
||||
// ctrl.saved = true;
|
||||
// $scope.$digest();
|
||||
// };
|
||||
};
|
||||
// this.$onChange = function(changes) {
|
||||
// // changes is object keyed by name what '<' binding changed in
|
||||
|
|
|
|||
|
|
@ -1,149 +1,168 @@
|
|||
<div ng-if="$ctrl.categoryDefinitions === null">
|
||||
Loading...
|
||||
</div>
|
||||
<form ng-if="$ctrl.categoryDefinitions"
|
||||
ng-show="$ctrl.view === 'list'"
|
||||
crm-ui-id-scope>
|
||||
<div id=bootstrap-theme>
|
||||
<div ng-if="$ctrl.categoryDefinitions === null">
|
||||
Loading...
|
||||
</div>
|
||||
<form ng-if="$ctrl.categoryDefinitions"
|
||||
ng-show="$ctrl.view === 'list'"
|
||||
crm-ui-id-scope
|
||||
>
|
||||
|
||||
<!-- I can see use of
|
||||
presentation order/grouping
|
||||
short title, "amazing"
|
||||
longer title/description. "regular givers who..."
|
||||
-->
|
||||
<!-- I can see use of
|
||||
presentation order/grouping
|
||||
short title, "amazing"
|
||||
longer title/description. "regular givers who..."
|
||||
-->
|
||||
|
||||
<ol class="crm-catmap {{$ctrl.moveIdx !== null ? 'moving' : ''}}" >
|
||||
<li ng-repeat="(idx, row) in $ctrl.categoryDefinitions" class="{{idx === $ctrl.moveIdx ? 'being-moved' : ''}} {{row.deleted ? 'deleted' : ''}}">
|
||||
<!-- higher idx : {{idx}} moveIdx {{$ctrl.moveIdx}} -->
|
||||
<div class="crm-contact-cats-move-target" ng-show="(idx === 0 && $ctrl.moveIdx > 0)" >
|
||||
<button ng-click="$ctrl.moveTo(0)" >{{ts('Move to here')}}</button>
|
||||
</div>
|
||||
<h2>{{ts('Execution order')}}</h2>
|
||||
<p>{{ts('A contact is assigned the first category that matches according to the order defined here. Categories are presented in order of their label - see list below - so you may want to consider this when naming your categories.')}}</p>
|
||||
|
||||
<ol class="crm-catmap {{$ctrl.moveIdx !== null ? 'moving' : ''}}">
|
||||
<li ng-repeat="(idx, row) in $ctrl.categoryDefinitions" class="{{idx === $ctrl.moveIdx ? 'being-moved' : ''}} {{row.deleted ? 'deleted' : ''}}">
|
||||
<div class=panel>
|
||||
<div class=panel-body>
|
||||
<div class=panel-body>
|
||||
<span style="color: {{row.color ? row.color : 'inherit'}};" >
|
||||
<i ng-if="row.icon" class="crm-i {{row.icon}}" ></i>
|
||||
{{row.label}}
|
||||
</span>
|
||||
|
||||
<!-- button group? -->
|
||||
<span>
|
||||
<button ng-if="$ctrl.moveIdx === null && !row.deleted" ng-click="$ctrl.edit(idx)" >
|
||||
<i class="fa-pencil crm-i"></i> {{ts('Edit')}}
|
||||
</button>
|
||||
<button ng-if="$ctrl.moveIdx === null && !row.deleted" ng-click="$ctrl.deleteCategory(idx)">
|
||||
<i class="fa-trash crm-i"></i> {{ts('Delete')}}
|
||||
</button>
|
||||
<button ng-if="$ctrl.moveIdx === null && row.deleted" ng-click="row.deleted = false;$ctrl.dirty = 'dirty';">
|
||||
<i class="fa-trash crm-i"></i> {{ts('Un-Delete')}}
|
||||
</button>
|
||||
<button ng-if="$ctrl.moveIdx === null && !row.deleted" ng-click="$ctrl.moveIdx = idx"
|
||||
class="btn"
|
||||
ng-disabled="$ctrl.categoryDefinitions.length === 1"
|
||||
>
|
||||
<i class="fa-arrows-up-down crm-i"></i> {{ts('Move')}}
|
||||
</button>
|
||||
<button ng-if="$ctrl.moveIdx !== null && idx === $ctrl.moveIdx"
|
||||
class="btn btn-secondary"
|
||||
ng-click="$ctrl.moveIdx = null" >
|
||||
<i class="fa-circle-xmark crm-i"></i> {{ts('Cancel Move')}}
|
||||
</button>
|
||||
<button ng-click="$ctrl.moveTo(idx+1)" ng-show="$ctrl.moveIdx !== null && (idx === 0 && $ctrl.moveIdx > 0)" ><i class="fa-sort-up crm-i" ></i>{{ts('Before this')}}</button>
|
||||
<button ng-click="$ctrl.moveTo(idx+1)" ng-show="$ctrl.moveIdx !== null && (idx + 1 < $ctrl.moveIdx || idx > $ctrl.moveIdx)"><i class="fa-sort-down crm-i" ></i>{{ts('After this')}}</button>
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
<!-- lower idx : {{idx}} moveIdx {{$ctrl.moveIdx}} -->
|
||||
<!-- <div class="crm-contact-cats-move-target" ng-show="($ctrl.moveIdx < idx) || (idx +1 < $ctrl.moveIdx)" > -->
|
||||
<!-- <button ng-click="$ctrl.moveTo(idx+1)" ><i class="fa-right-long crm-i" ></i>{{ts('Move to here')}}</button> -->
|
||||
<!-- </div> -->
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
<p>
|
||||
<button ng-click="$ctrl.edit(-1)"
|
||||
class="btn btn-secondary"
|
||||
><i class="crm-i fa-add"></i> Add new category</button>
|
||||
</p>
|
||||
|
||||
<p><button ng-click="$ctrl.save()" class="btn" ng-disabled="$ctrl.dirty === 'pristine'"><i class="crm-i fa-save"></i>
|
||||
{{ts('Save changes')}}</button></p>
|
||||
|
||||
<div ng-if="$ctrl.saved" class="help">
|
||||
Categories saved. Contacts will be updated shortly (when the next Scheduled
|
||||
Job run happens).
|
||||
</div>
|
||||
|
||||
<h2>Presentation order</h2>
|
||||
<ol style="padding-left: 3ch;list-style: decimal;">
|
||||
<li ng-repeat="(idx, row) in $ctrl.presentationOrder" >
|
||||
<span style="color: {{row.color ? row.color : 'inherit'}};" >
|
||||
<i ng-if="row.icon" class="crm-i {{row.icon}}" ></i>
|
||||
{{row.label}}
|
||||
</span>
|
||||
</li>
|
||||
</ol>
|
||||
</form>
|
||||
|
||||
<!-- button group? -->
|
||||
<span>
|
||||
<button ng-if="$ctrl.moveIdx === null && !row.deleted" ng-click="$ctrl.edit(idx)" >
|
||||
<i class="fa-pencil crm-i"></i> {{ts('Edit')}}
|
||||
</button>
|
||||
<button ng-if="$ctrl.moveIdx === null && !row.deleted" ng-click="$ctrl.deleteCategory(idx)">
|
||||
<i class="fa-trash crm-i"></i> {{ts('Delete')}}
|
||||
</button>
|
||||
<button ng-if="$ctrl.moveIdx === null && row.deleted" ng-click="row.deleted = false;">
|
||||
<i class="fa-trash crm-i"></i> {{ts('Un-Delete')}}
|
||||
</button>
|
||||
<button ng-if="$ctrl.moveIdx === null && !row.deleted" ng-click="$ctrl.moveIdx = idx" >
|
||||
<i class="fa-pencil crm-i"></i> {{ts('Move')}}
|
||||
</button>
|
||||
<button ng-if="$ctrl.moveIdx !== null && idx === $ctrl.moveIdx" ng-click="$ctrl.moveIdx = null" >
|
||||
<i class="fa-pencil crm-i"></i> {{ts('Cancel Move')}}
|
||||
</button>
|
||||
</span>
|
||||
|
||||
<form ng-show="$ctrl.view === 'edit'"
|
||||
crm-ui-id-scope>
|
||||
<div>
|
||||
<h2 ng-if="$ctrl.categoryDefinitions.length > $ctrl.categoryToEdit.idx">{{ts('Edit category %1', {1 : $ctrl.categoryDefinitions[$ctrl.categoryToEdit.idx].label })}}</h2>
|
||||
<h2 ng-if="$ctrl.categoryDefinitions.length == $ctrl.categoryToEdit.idx" >{{ts('Add new category')}}</h2>
|
||||
|
||||
<div crm-ui-field="{name: 'cc.label', title: ts('Category label'), required: 1}" >
|
||||
<input
|
||||
crm-ui-id="ci.label"
|
||||
name="label"
|
||||
ng-model="$ctrl.categoryToEdit.label"
|
||||
class="crm-form-text"
|
||||
placeholder="{{ts('0123 Super lovely supporters')}}"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<!-- lower idx : {{idx}} moveIdx {{$ctrl.moveIdx}} -->
|
||||
<div class="crm-contact-cats-move-target" ng-show="($ctrl.moveIdx < idx) || (idx +1 < $ctrl.moveIdx)" >
|
||||
<button ng-click="$ctrl.moveTo(idx+1)" >{{ts('Move to here')}}</button>
|
||||
</div>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
<p>
|
||||
<button ng-click="$ctrl.edit(-1)"><i class="crm-i fa-add"></i> Add new category</button>
|
||||
</p>
|
||||
<div crm-ui-field="{name: 'cc.color', title: ts('Color')}" >
|
||||
<input
|
||||
crm-ui-id="ci.color"
|
||||
name="color"
|
||||
type="color"
|
||||
ng-model="$ctrl.categoryToEdit.color"
|
||||
class="crm-form-color"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div crm-ui-field="{name: 'cc.icon', title: ts('Icon')}" >
|
||||
<input
|
||||
crm-ui-id="cc.icon"
|
||||
crm-ui-icon-picker
|
||||
ng-model="$ctrl.categoryToEdit.icon"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div crm-ui-field="{name: 'cc.description', title: ts('Description')}" >
|
||||
<input
|
||||
crm-ui-id="ci.description"
|
||||
name="description"
|
||||
ng-model="$ctrl.categoryToEdit.description"
|
||||
class="crm-form-textarea"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div crm-ui-field="{name: 'cc.search_type', title: ts('How are contacts identified?')}" >
|
||||
<select
|
||||
crm-ui-id="ci.search_type"
|
||||
name="search_type"
|
||||
ng-model="$ctrl.categoryToEdit.search_type"
|
||||
ng-change="$ctrl.fixSearchData()"
|
||||
>
|
||||
<option value="search" >{{ts('Search Kit search')}}</option>
|
||||
<option value="group" >{{ts('Group')}}</option>
|
||||
<!-- future? <option value="sql_template" >{{ts('SQL template')}}</option> -->
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<!-- fields for search kit -->
|
||||
<div ng-if="$ctrl.categoryToEdit.search_type === 'search'" crm-ui-field="{name:'cc.saved_search_id', title: ts('Search Kit search')}" >
|
||||
<input crm-ui-id='cc.saved_search_id' crm-entityref="{entity: 'SavedSearch', select: {allowClear:false}}"
|
||||
ng-model="$ctrl.categoryToEdit.search_data.saved_search_id" />
|
||||
</div>
|
||||
|
||||
<!-- fields for groups -->
|
||||
<div ng-if="$ctrl.categoryToEdit.search_type === 'group'" crm-ui-field="{name:'cc.group_id', title: ts('Group')}" >
|
||||
<input crm-ui-id='cc.group_id' crm-entityref="{entity: 'Group', select: {allowClear:false}}"
|
||||
ng-model="$ctrl.categoryToEdit.search_data.group_id" />
|
||||
</div>
|
||||
|
||||
|
||||
<!-- type=button means when you hit Enter in an input above this button is skipped while it looks for the first submit button. -->
|
||||
<button type=button ng-click="$ctrl.view = 'list'"
|
||||
class="btn btn-secondary"
|
||||
>Cancel</button>
|
||||
<button ng-click="$ctrl.updateEditedThing()" >Done</button>
|
||||
|
||||
<p>
|
||||
<button ng-click="$ctrl.save()"><i class="crm-i fa-save"></i> Save</button>
|
||||
</p>
|
||||
|
||||
<div ng-if="$ctrl.saved" class="help">
|
||||
Categories saved. Contacts will be updated shortly (when the next Scheduled
|
||||
Job run happens).
|
||||
</div>
|
||||
</form>
|
||||
|
||||
|
||||
<form ng-show="$ctrl.view === 'edit'"
|
||||
crm-ui-id-scope>
|
||||
<div>
|
||||
<h2 ng-if="$ctrl.categoryDefinitions.length > $ctrl.categoryToEdit.idx">{{ts('Edit category %1', {1 : $ctrl.categoryDefinitions[$ctrl.categoryToEdit.idx].label })}}</h2>
|
||||
<h2 ng-if="$ctrl.categoryDefinitions.length == $ctrl.categoryToEdit.idx">{{ts('Add new category')}}</h2>
|
||||
|
||||
<div crm-ui-field="{name: 'cc.label', title: ts('Category label'), required: 1}" >
|
||||
<input
|
||||
crm-ui-id="ci.label"
|
||||
name="label"
|
||||
ng-model="$ctrl.categoryToEdit.label"
|
||||
class="crm-form-text"
|
||||
placeholder="{{ts('0123 Super lovely supporters')}}"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div crm-ui-field="{name: 'cc.color', title: ts('Color')}" >
|
||||
<input
|
||||
crm-ui-id="ci.color"
|
||||
name="color"
|
||||
type="color"
|
||||
ng-model="$ctrl.categoryToEdit.color"
|
||||
class="crm-form-color"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div crm-ui-field="{name: 'cc.icon', title: ts('Icon')}" >
|
||||
<input
|
||||
crm-ui-id="cc.icon"
|
||||
crm-ui-icon-picker
|
||||
ng-model="$ctrl.categoryToEdit.icon"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div crm-ui-field="{name: 'cc.description', title: ts('Description')}" >
|
||||
<input
|
||||
crm-ui-id="ci.description"
|
||||
name="description"
|
||||
ng-model="$ctrl.categoryToEdit.description"
|
||||
class="crm-form-textarea"
|
||||
style="width: 100%"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div crm-ui-field="{name: 'cc.search_type', title: ts('How are contacts identified?')}" >
|
||||
<select
|
||||
crm-ui-id="ci.search_type"
|
||||
name="search_type"
|
||||
ng-model="$ctrl.categoryToEdit.search_type"
|
||||
ng-change="$ctrl.fixSearchData()"
|
||||
>
|
||||
<option value="search" >{{ts('Search Kit search')}}</option>
|
||||
<option value="group" >{{ts('Group')}}</option>
|
||||
<!-- future? <option value="sql_template" >{{ts('SQL template')}}</option> -->
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<!-- fields for search kit -->
|
||||
<div ng-if="$ctrl.categoryToEdit.search_type === 'search'" crm-ui-field="{name:'cc.saved_search_id', title: ts('Search Kit search')}" >
|
||||
<input crm-ui-id='cc.saved_search_id' crm-entityref="{entity: 'SavedSearch', select: {allowClear:false}}"
|
||||
ng-model="$ctrl.categoryToEdit.search_data.saved_search_id" />
|
||||
</div>
|
||||
|
||||
<!-- fields for groups -->
|
||||
<div ng-if="$ctrl.categoryToEdit.search_type === 'group'" crm-ui-field="{name:'cc.group_id', title: ts('Group')}" >
|
||||
<input crm-ui-id='cc.group_id' crm-entityref="{entity: 'Group', select: {allowClear:false}}"
|
||||
ng-model="$ctrl.categoryToEdit.search_data.group_id" />
|
||||
</div>
|
||||
|
||||
|
||||
<!-- type=button means when you hit Enter in an input above this button is skipped while it looks for the first submit button. -->
|
||||
<button type=button ng-click="$ctrl.view = 'list'" >Cancel</button>
|
||||
<button ng-click="$ctrl.updateEditedThing()" >Done</button>
|
||||
|
||||
</div>
|
||||
</form>
|
||||
|
||||
</form>
|
||||
</div>
|
||||
<!-- <pre>{{ $ctrl.categoryToEdit }}</pre> -->
|
||||
|
|
|
|||
|
|
@ -1,12 +1,22 @@
|
|||
<?php
|
||||
return [
|
||||
'contact_categories' => [
|
||||
'name' => 'contact_categories',
|
||||
'title' => ts('Contact Category settings'),
|
||||
'description' => ts('JSON encoded settings.'),
|
||||
'contactcats_last_run' => [
|
||||
'name' => 'contact_categories_last_run',
|
||||
'title' => ts('Contact categories last assigned timestamp'),
|
||||
'description' => ts('UNIX timestamp of last time the categories were assigned to contacts.'),
|
||||
'group_name' => 'domain',
|
||||
'type' => 'String',
|
||||
'serialize' => CRM_Core_DAO::SERIALIZE_JSON,
|
||||
'type' => 'Int',
|
||||
'default' => FALSE,
|
||||
'add' => '5.70',
|
||||
'is_domain' => 1,
|
||||
'is_contact' => 0,
|
||||
],
|
||||
'contactcats_next_run' => [
|
||||
'name' => 'contact_categories_next_run',
|
||||
'title' => ts('Contact categories next assignment due'),
|
||||
'description' => ts('UNIX timestamp after which cron will re-assign categories to contacts.'),
|
||||
'group_name' => 'domain',
|
||||
'type' => 'Int',
|
||||
'default' => FALSE,
|
||||
'add' => '5.70',
|
||||
'is_domain' => 1,
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue