appypod-rattail/fields/workflow.py

# ------------------------------------------------------------------------------
# This file is part of Appy, a framework for building applications in the Python
# language. Copyright (C) 2007 Gaetan Delannay

# Appy is free software; you can redistribute it and/or modify it under the
# terms of the GNU General Public License as published by the Free Software
# Foundation; either version 3 of the License, or (at your option) any later
# version.

# Appy is distributed in the hope that it will be useful, but WITHOUT ANY
# WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
# A PARTICULAR PURPOSE. See the GNU General Public License for more details.

# You should have received a copy of the GNU General Public License along with
# Appy. If not, see <http://www.gnu.org/licenses/>.
# ------------------------------------------------------------------------------
import types, string
from group import Group
from appy.px import Px
from appy.gen.mail import sendNotification

# Default Appy permissions -----------------------------------------------------
r, w, d = ('read', 'write', 'delete')

# ------------------------------------------------------------------------------
class Role:
    '''Represents a role, be it local or global.'''
    appyRoles = ('Manager', 'Owner', 'Anonymous', 'Authenticated')
    appyLocalRoles = ('Owner',)
    appyUngrantableRoles = ('Anonymous', 'Authenticated')
    def __init__(self, name, local=False, grantable=True):
        self.name = name
        self.local = local # True if it can be used as local role only.
        # It is a standard Zope role or an application-specific one?
        self.appy = name in self.appyRoles
        if self.appy and (name in self.appyLocalRoles):
            self.local = True
        self.grantable = grantable
        if self.appy and (name in self.appyUngrantableRoles):
            self.grantable = False
        # An ungrantable role is one that is, like the Anonymous or
        # Authenticated roles, automatically attributed to a user.

    def __repr__(self):
        loc = self.local and ' (local)' or ''
        return '<%s%s>' % (self.name, loc)

# ------------------------------------------------------------------------------
class State:
    '''Represents a workflow state.'''
    def __init__(self, permissions, initial=False, phase=None, show=True):
        self.usedRoles = {}
        # The following dict ~{s_permissionName:[s_roleName|Role_role]}~
        # gives, for every permission managed by a workflow, the list of roles
        # for which the permission is granted in this state. Standard
        # permissions are 'read', 'write' and 'delete'.
        self.permissions = permissions 
        self.initial = initial
        self.phase = phase
        self.show = show
        # Standardize the way roles are expressed within self.permissions
        self.standardizeRoles()

    def getName(self, wf):
        '''Returns the name for this state in workflow p_wf.'''
        for name in dir(wf):
            value = getattr(wf, name)
            if (value == self): return name

    def getRole(self, role):
        '''p_role can be the name of a role or a Role instance. If it is the
           name of a role, this method returns self.usedRoles[role] if it
           exists, or creates a Role instance, puts it in self.usedRoles and
           returns it else. If it is a Role instance, the method stores it in
           self.usedRoles if it is not in it yet and returns it.'''
        if isinstance(role, basestring):
            if role in self.usedRoles:
                return self.usedRoles[role]
            else:
                theRole = Role(role)
                self.usedRoles[role] = theRole
                return theRole
        else:
            if role.name not in self.usedRoles:
                self.usedRoles[role.name] = role
            return role

    def standardizeRoles(self):
        '''This method converts, within self.permissions, every role to a
           Role instance. Every used role is stored in self.usedRoles.'''
        for permission, roles in self.permissions.iteritems():
            if not roles: continue # Nobody may have this permission
            if isinstance(roles, basestring) or isinstance(roles, Role):
                self.permissions[permission] = [self.getRole(roles)]
            elif isinstance(roles, list):
                for i in range(len(roles)): roles[i] = self.getRole(roles[i])
            else: # A tuple
                self.permissions[permission] = [self.getRole(r) for r in roles]

    def getUsedRoles(self): return self.usedRoles.values()

    def addRoles(self, roleNames, permissions=()):
        '''Adds p_roleNames in self.permissions. If p_permissions is specified,
           roles are added to those permissions only. Else, roles are added for
           every permission within self.permissions.'''
        if isinstance(roleNames, basestring): roleNames = (roleNames,)
        if isinstance(permissions, basestring): permissions = (permissions,)
        for perm, roles in self.permissions.iteritems():
            if permissions and (perm not in permissions): continue
            for roleName in roleNames:
                # Do nothing if p_roleName is already almong roles.
                alreadyThere = False
                for role in roles:
                    if role.name == roleName:
                        alreadyThere = True
                        break
                if alreadyThere: break
                # Add the role for this permission. Here, I think we don't mind
                # if the role is local but not noted as it in this Role
                # instance.
                roles.append(self.getRole(roleName))

    def removeRoles(self, roleNames, permissions=()):
        '''Removes p_roleNames within dict self.permissions. If p_permissions is
           specified, removal is restricted to those permissions. Else, removal
           occurs throughout the whole dict self.permissions.'''
        if isinstance(roleNames, basestring): roleNames = (roleNames,)
        if isinstance(permissions, basestring): permissions = (permissions,)
        for perm, roles in self.permissions.iteritems():
            if permissions and (perm not in permissions): continue
            for roleName in roleNames:
                # Remove this role if present in roles for this permission.
                for role in roles:
                    if role.name == roleName:
                        roles.remove(role)
                        break

    def setRoles(self, roleNames, permissions=()):
        '''Sets p_rolesNames for p_permissions if not empty, for every
           permission in self.permissions else.'''
        if isinstance(roleNames, basestring): roleNames = (roleNames,)
        if isinstance(permissions, basestring): permissions = (permissions,)
        for perm in self.permissions.iterkeys():
            if permissions and (perm not in permissions): continue
            roles = self.permissions[perm] = []
            for roleName in roleNames:
                roles.append(self.getRole(roleName))

    def replaceRole(self, oldRoleName, newRoleName, permissions=()):
        '''Replaces p_oldRoleName by p_newRoleName. If p_permissions is
           specified, the replacement is restricted to those permissions. Else,
           replacements apply to the whole dict self.permissions.'''
        if isinstance(permissions, basestring): permissions = (permissions,)
        for perm, roles in self.permissions.iteritems():
            if permissions and (perm not in permissions): continue
            # Find and delete p_oldRoleName.
            for role in roles:
                if role.name == oldRoleName:
                    # Remove p_oldRoleName.
                    roles.remove(role)
                    # Add p_newRoleName.
                    roles.append(self.getRole(newRoleName))
                    break

    def isIsolated(self, wf):
        '''Returns True if, from this state, we cannot reach another state. The
           workflow class is given in p_wf. Modifying a workflow for getting a
           state with auto-transitions only is a common technique for disabling
           a state in a workflow. Note that if this state is in a single-state
           worklflow, this method will always return True (I mean: in this case,
           having an isolated state does not mean the state has been
           deactivated).'''
        for tr in wf.__dict__.itervalues():
            if not isinstance(tr, Transition): continue
            if not tr.hasState(self, True): continue
            # Transition "tr" has this state as start state. If the end state is
            # different from the start state, it means that the state is not
            # isolated.
            if tr.isSingle():
                if tr.states[1] != self: return
            else:
                for start, end in tr.states:
                    # Bypass (start, end) pairs that have nothing to do with
                    # self.
                    if start != self: continue
                    if end != self: return
        # If we are here, either there was no transition starting from self,
        # either all transitions were auto-transitions: self is then isolated.
        return True

# ------------------------------------------------------------------------------
class Transition:
    '''Represents a workflow transition.'''
    def __init__(self, states, condition=True, action=None, notify=None,
                 show=True, confirm=False, group=None, icon=None):
        # In its simpler form, "states" is a list of 2 states:
        # (fromState, toState). But it can also be a list of several
        # (fromState, toState) sub-lists. This way, you may define only 1
        # transition at several places in the state-transition diagram. It may
        # be useful for "undo" transitions, for example.
        self.states = self.standardiseStates(states)
        self.condition = condition
        if isinstance(condition, basestring):
            # The condition specifies the name of a role.
            self.condition = Role(condition)
        self.action = action
        self.notify = notify # If not None, it is a method telling who must be
        # notified by email after the transition has been executed.
        self.show = show # If False, the end user will not be able to trigger
        # the transition. It will only be possible by code.
        self.confirm = confirm # If True, a confirm popup will show up.
        self.group = Group.get(group)
        # The user may specify a specific icon to show for this transition.
        self.icon = icon or 'transition'

    def standardiseStates(self, states):
        '''Get p_states as a list or a list of lists. Indeed, the user may also
           specify p_states as a tuple or tuple of tuples. Having lists allows
           us to easily perform changes in states if required.'''
        if isinstance(states[0], State):
            if isinstance(states, tuple): return list(states)
            return states
        return [[start, end] for start, end in states]

    def getName(self, wf):
        '''Returns the name for this state in workflow p_wf.'''
        for name in dir(wf):
            value = getattr(wf, name)
            if (value == self): return name

    def getUsedRoles(self):
        '''self.condition can specify a role.'''
        res = []
        if isinstance(self.condition, Role):
            res.append(self.condition)
        return res

    def isSingle(self):
        '''If this transition is only defined between 2 states, returns True.
           Else, returns False.'''
        return isinstance(self.states[0], State)

    def _replaceStateIn(self, oldState, newState, states):
        '''Replace p_oldState by p_newState in p_states.'''
        if oldState not in states: return
        i = states.index(oldState)
        del states[i]
        states.insert(i, newState)

    def replaceState(self, oldState, newState):
        '''Replace p_oldState by p_newState in self.states.'''
        if self.isSingle():
            self._replaceStateIn(oldState, newState, self.states)
        else:
            for i in range(len(self.states)):
                self._replaceStateIn(oldState, newState, self.states[i])

    def removeState(self, state):
        '''For a multi-state transition, this method removes every state pair
           containing p_state.'''
        if self.isSingle(): raise Exception('To use for multi-transitions only')
        i = len(self.states) - 1
        while i >= 0:
            if state in self.states[i]:
                del self.states[i]
            i -= 1
        # This transition may become a single-state-pair transition.
        if len(self.states) == 1:
            self.states = self.states[0]

    def setState(self, state):
        '''Configure this transition as being an auto-transition on p_state.
           This can be useful if, when changing a workflow, one wants to remove
           a state by isolating him from the rest of the state diagram and
           disable some transitions by making them auto-transitions of this
           disabled state.'''
        self.states = [state, state]

    def isShowable(self, workflow, obj):
        '''Is this transition showable?'''
        if callable(self.show):
            return self.show(workflow, obj.appy())
        else:
            return self.show

    def hasState(self, state, isFrom):
        '''If p_isFrom is True, this method returns True if p_state is a
           starting state for p_self. If p_isFrom is False, this method returns
           True if p_state is an ending state for p_self.'''
        stateIndex = 1
        if isFrom:
            stateIndex = 0
        if self.isSingle():
            res = state == self.states[stateIndex]
        else:
            res = False
            for states in self.states:
                if states[stateIndex] == state:
                    res = True
                    break
        return res

    def isTriggerable(self, obj, wf, noSecurity=False):
        '''Can this transition be triggered on p_obj?'''
        wf = wf.__instance__ # We need the prototypical instance here.
        # Checks that the current state of the object is a start state for this
        # transition.
        objState = obj.State(name=False)
        if self.isSingle():
            if objState != self.states[0]: return False
        else:
            startFound = False
            for startState, stopState in self.states:
                if startState == objState:
                    startFound = True
                    break
            if not startFound: return False
        # Check that the condition is met, excepted if noSecurity is True.
        if noSecurity: return True
        user = obj.getTool().getUser()
        if isinstance(self.condition, Role):
            # Condition is a role. Transition may be triggered if the user has
            # this role.
            return user.has_role(self.condition.name, obj)
        elif callable(self.condition):
            return self.condition(wf, obj.appy())
        elif type(self.condition) in (tuple, list):
            # It is a list of roles and/or functions. Transition may be
            # triggered if user has at least one of those roles and if all
            # functions return True.
            hasRole = None
            for condition in self.condition:
                # "Unwrap" role names from Role instances.
                if isinstance(condition, Role): condition = condition.name
                if isinstance(condition, basestring): # It is a role
                    if hasRole == None:
                        hasRole = False
                    if user.has_role(condition, obj):
                        hasRole = True
                else: # It is a method
                    res = condition(wf, obj.appy())
                    if not res: return res # False or a No instance.
            if hasRole != False:
                return True

    def executeAction(self, obj, wf):
        '''Executes the action related to this transition.'''
        msg = ''
        obj = obj.appy()
        wf = wf.__instance__ # We need the prototypical instance here.
        if type(self.action) in (tuple, list):
            # We need to execute a list of actions
            for act in self.action:
                msgPart = act(wf, obj)
                if msgPart: msg += msgPart
        else: # We execute a single action only.
            msgPart = self.action(wf, obj)
            if msgPart: msg += msgPart
        return msg

    def executeCommonAction(self, obj, name, wf):
        '''Executes the action that is common to any transition, named
           "onTrigger" on the workflow class by convention. The common action is
           executed before the transition-specific action (if any).'''
        obj = obj.appy()
        wf = wf.__instance__ # We need the prototypical instance here.
        wf.onTrigger(obj, name)

    def trigger(self, name, obj, wf, comment, doAction=True, doNotify=True,
                doHistory=True, doSay=True, reindex=True, noSecurity=False):
        '''This method triggers this transition (named p_name) on p_obj. If
           p_doAction is False, the action that must normally be executed after
           the transition has been triggered will not be executed. If p_doNotify
           is False, the email notifications that must normally be launched
           after the transition has been triggered will not be launched. If
           p_doHistory is False, there will be no trace from this transition
           triggering in the workflow history. If p_doSay is False, we consider
           the transition is triggered programmatically, and no message is
           returned to the user. If p_reindex is False, object reindexing will
           be performed by the calling method.'''
        # "Triggerability" and security checks.
        if (name != '_init_') and \
           not self.isTriggerable(obj, wf, noSecurity=noSecurity):
            raise Exception('Transition "%s" can\'t be triggered.' % name)
        # Create the workflow_history dict if it does not exist.
        if not hasattr(obj.aq_base, 'workflow_history'):
            from persistent.mapping import PersistentMapping
            obj.workflow_history = PersistentMapping()
        # Create the event list if it does not exist in the dict
        if not obj.workflow_history: obj.workflow_history['appy'] = ()
        # Get the key where object history is stored (this overstructure is
        # only there for backward compatibility reasons)
        key = obj.workflow_history.keys()[0]
        # Identify the target state for this transition
        if self.isSingle():
            targetState = self.states[1]
            targetStateName = targetState.getName(wf)
        else:
            startState = obj.State(name=False)
            for sState, tState in self.states:
                if startState == sState:
                    targetState = tState
                    targetStateName = targetState.getName(wf)
                    break
        # Create the event and add it in the object history
        action = name
        if name == '_init_': action = None
        if not doHistory: comment = '_invisible_'
        obj.addHistoryEvent(action, review_state=targetStateName,
                            comments=comment)
        # Execute the action that is common to all transitions, if defined.
        if doAction and hasattr(wf, 'onTrigger'):
            self.executeCommonAction(obj, name, wf)
        # Execute the related action if needed
        msg = ''
        if doAction and self.action: msg = self.executeAction(obj, wf)
        # Reindex the object if required. Not only security-related indexes
        # (Allowed, State) need to be updated here.
        if reindex and not obj.isTemporary(): obj.reindex()
        # Send notifications if needed
        mail = obj.getTool().getProductConfig(True).mail
        if doNotify and self.notify and mail and mail.enabled:
            sendNotification(obj.appy(), self, name, wf)
        # Return a message to the user if needed
        if not doSay or (name == '_init_'): return
        if not msg: msg = obj.translate('object_saved')
        obj.say(msg)

    def onUiRequest(self, obj, wf, name, rq):
        '''Executed when a user wants to trigger this transition from the UI.'''
        tool = obj.getTool()
        # Trigger the transition
        self.trigger(name, obj, wf, rq.get('comment', ''), reindex=False)
        # Reindex obj if required.
        if not obj.isTemporary(): obj.reindex()
        # If we are viewing the object and if the logged user looses the
        # permission to view it, redirect the user to its home page.
        if not obj.mayView() and \
           (obj.absolute_url_path() in rq['HTTP_REFERER']):
            back = tool.getHomePage()
        else:
            back = obj.getUrl(rq['HTTP_REFERER'])
        return tool.goto(back)

    @staticmethod
    def getBack(workflow, transition):
        '''Returns the name of the transition (in p_workflow) that "cancels" the
           triggering of p_transition and allows to go back to p_transition's
           start state.'''
        # Get the end state(s) of p_transition
        transition = getattr(workflow, transition)
        # Browse all transitions and find the one starting at p_transition's end
        # state and coming back to p_transition's start state.
        for trName, tr in workflow.__dict__.iteritems():
            if not isinstance(tr, Transition) or (tr == transition): continue
            if transition.isSingle():
                if tr.hasState(transition.states[1], True) and \
                   tr.hasState(transition.states[0], False): return trName
            else:
                startOk = False
                endOk = False
                for start, end in transition.states:
                    if (not startOk) and tr.hasState(end, True):
                        startOk = True
                    if (not endOk) and tr.hasState(start, False):
                        endOk = True
                    if startOk and endOk: return trName

class UiTransition:
    '''Represents a widget that displays a transition.'''
    pxView = Px('''<x var="buttonCss = (buttonsMode == 'small') and \
                                       'buttonSmall button' or 'button'">
      <!-- Real button -->
      <input if="transition.mayTrigger" type="button" class=":buttonCss"
             var2="label=transition.title"
             style=":'%s; %s' % (url(transition.icon, bg=True), \
                                 ztool.getButtonWidth(label))"
             value=":label"
             onclick=":'triggerTransition(%s,%s,%s)' % (q(formId), \
                        q(transition.name), q(transition.confirm))"/>

      <!-- Fake button, explaining why the transition can't be triggered -->
      <input if="not transition.mayTrigger" type="button"
             class=":'fake ' + buttonCss" var2="label=transition.title"
             style=":'%s; %s' % (url('fake', bg=True),
                                 ztool.getButtonWidth(label))"
             value=":label" title=":transition.reason"/></x>''')

    def __init__(self, name, transition, obj, mayTrigger, ):
        self.name = name
        self.transition = transition
        self.type = 'transition'
        self.icon = transition.icon
        label = obj.getWorkflowLabel(name)
        self.title = obj.translate(label)
        if transition.confirm:
            self.confirm = obj.translate('%s_confirm' % label)
        else:
            self.confirm = ''
        # May this transition be triggered via the UI?
        self.mayTrigger = True
        self.reason = ''
        if not mayTrigger:
            self.mayTrigger = False
            self.reason = mayTrigger.msg
        # Required by the UiGroup.
        self.colspan = 1

# ------------------------------------------------------------------------------
class Permission:
    '''If you need to define a specific read or write permission for some field
       on a gen-class, you use the specific boolean attrs
       "specificReadPermission" or "specificWritePermission". When you want to
       refer to those specific read or write permissions when
       defining a workflow, for example, you need to use instances of
       "ReadPermission" and "WritePermission", the 2 children classes of this
       class. For example, if you need to refer to write permission of
       attribute "t1" of class A, write: WritePermission("A.t1") or
       WritePermission("x.y.A.t1") if class A is not in the same module as
       where you instantiate the class.

       Note that this holds only if you use attributes "specificReadPermission"
       and "specificWritePermission" as booleans. When defining named
       (string) permissions, for referring to it you simply use those strings,
       you do not create instances of ReadPermission or WritePermission.'''

    def __init__(self, fieldDescriptor):
        self.fieldDescriptor = fieldDescriptor

    def getName(self, wf, appName):
        '''Returns the name of this permission.'''
        className, fieldName = self.fieldDescriptor.rsplit('.', 1)
        if className.find('.') == -1:
            # The related class resides in the same module as the workflow
            fullClassName= '%s_%s' % (wf.__module__.replace('.', '_'),className)
        else:
            # className contains the full package name of the class
            fullClassName = className.replace('.', '_')
        # Read or Write ?
        if self.__class__.__name__ == 'ReadPermission': access = 'Read'
        else: access = 'Write'
        return '%s: %s %s %s' % (appName, access, fullClassName, fieldName)

class ReadPermission(Permission): pass
class WritePermission(Permission): pass

# Standard workflows -----------------------------------------------------------
class WorkflowAnonymous:
    '''One-state workflow allowing anyone to consult and Manager to edit.'''
    ma = 'Manager'
    o = 'Owner'
    everyone = (ma, 'Anonymous', 'Authenticated')
    active = State({r:everyone, w:(ma, o), d:(ma, o)}, initial=True)

class WorkflowAuthenticated:
    '''One-state workflow allowing authenticated users to consult and Manager
       to edit.'''
    ma = 'Manager'
    o = 'Owner'
    authenticated = (ma, 'Authenticated')
    active = State({r:authenticated, w:(ma, o), d:(ma, o)}, initial=True)

class WorkflowOwner:
    '''One-state workflow allowing only manager and owner to consult and
       edit.'''
    ma = 'Manager'
    o = 'Owner'
    # States
    active = State({r:(ma, o), w:(ma, o), d:ma}, initial=True)
    inactive = State({r:(ma, o), w:ma, d:ma})
    # Transitions
    deactivate = Transition( (active, inactive), condition=ma)
    reactivate = Transition( (inactive, active), condition=ma)
# ------------------------------------------------------------------------------