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WorkflowTool.py

##############################################################################
#
# Copyright (c) 2001 Zope Corporation and Contributors. All Rights Reserved.
#
# This software is subject to the provisions of the Zope Public License,
# Version 2.1 (ZPL).  A copy of the ZPL should accompany this distribution.
# THIS SOFTWARE IS PROVIDED "AS IS" AND ANY AND ALL EXPRESS OR IMPLIED
# WARRANTIES ARE DISCLAIMED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED
# WARRANTIES OF TITLE, MERCHANTABILITY, AGAINST INFRINGEMENT, AND FITNESS
# FOR A PARTICULAR PURPOSE.
#
##############################################################################
""" Basic workflow tool.

$Id: WorkflowTool.py 40138 2005-11-15 17:47:37Z jens $
"""

import sys
from warnings import warn

from AccessControl import ClassSecurityInfo
from Acquisition import aq_base, aq_inner, aq_parent
from Globals import DTMLFile
from Globals import InitializeClass
from Globals import PersistentMapping
from OFS.Folder import Folder

from ActionProviderBase import ActionProviderBase
from interfaces.portal_workflow import portal_workflow as IWorkflowTool
from permissions import ManagePortal
from utils import _dtmldir
from utils import getToolByName
from utils import UniqueObject
from WorkflowCore import ObjectDeleted
from WorkflowCore import ObjectMoved
from WorkflowCore import WorkflowException


_marker = []  # Create a new marker object.

00041 class WorkflowInformation:

    """ Shim implementation of ActionInformation, to enable
        querying actions without mediation of the 'portal_actions' tool.
    """
    def __init__(self, object):
        warn('WorkflowInformation() is deprecated and will be removed in '
             'CMF 2.0.',
             DeprecationWarning)
        self.object = self.content = object
        self.content_url = object.absolute_url()
        self.portal_url = self.folder_url = ''

    def __getitem__(self, name):
        if name[:1] == '_':
            raise KeyError, name
        if hasattr(self, name):
            return getattr(self, name)
        raise KeyError, name


00062 class WorkflowTool(UniqueObject, Folder, ActionProviderBase):
    """ Mediator tool, mapping workflow objects
    """
    id = 'portal_workflow'
    meta_type = 'CMF Workflow Tool'
    __implements__ = (IWorkflowTool,
                      ActionProviderBase.__implements__)

    _chains_by_type = None  # PersistentMapping
    _default_chain = ('default_workflow',)
    _default_cataloging = 1

    security = ClassSecurityInfo()

    manage_options = ( { 'label' : 'Workflows'
                       , 'action' : 'manage_selectWorkflows'
                       }
                     , { 'label' : 'Overview', 'action' : 'manage_overview' }
                     ) + Folder.manage_options

    #
    #   ZMI methods
    #
    security.declareProtected( ManagePortal, 'manage_overview' )
    manage_overview = DTMLFile( 'explainWorkflowTool', _dtmldir )

    _manage_addWorkflowForm = DTMLFile('addWorkflow', _dtmldir)

    security.declareProtected( ManagePortal, 'manage_addWorkflowForm')
00091     def manage_addWorkflowForm(self, REQUEST):

        """ Form for adding workflows.
        """
        wft = []
        for key in _workflow_factories.keys():
            wft.append(key)
        wft.sort()
        return self._manage_addWorkflowForm(REQUEST, workflow_types=wft)

    security.declareProtected( ManagePortal, 'manage_addWorkflow')
00102     def manage_addWorkflow(self, workflow_type, id, RESPONSE=None):

        """ Adds a workflow from the registered types.
        """
        factory = _workflow_factories[workflow_type]
        ob = factory(id)
        self._setObject(id, ob)
        if RESPONSE is not None:
            RESPONSE.redirect(self.absolute_url() +
                              '/manage_main?management_view=Contents')

    def all_meta_types(self):
        return (
            {'name': 'Workflow',
             'action': 'manage_addWorkflowForm',
             'permission': ManagePortal },)

    _manage_selectWorkflows = DTMLFile('selectWorkflows', _dtmldir)

    security.declareProtected( ManagePortal, 'manage_selectWorkflows')
00122     def manage_selectWorkflows(self, REQUEST, manage_tabs_message=None):

        """ Show a management screen for changing type to workflow connections.
        """
        cbt = self._chains_by_type
        ti = self._listTypeInfo()
        types_info = []
        for t in ti:
            id = t.getId()
            title = t.Title()
            if title == id:
                title = None
            if cbt is not None and cbt.has_key(id):
                chain = ', '.join(cbt[id])
            else:
                chain = '(Default)'
            types_info.append({'id': id,
                               'title': title,
                               'chain': chain})
        return self._manage_selectWorkflows(
            REQUEST,
            default_chain=', '.join(self._default_chain),
            types_info=types_info,
            management_view='Workflows',
            manage_tabs_message=manage_tabs_message)

    security.declareProtected( ManagePortal, 'manage_changeWorkflows')
00149     def manage_changeWorkflows(self, default_chain, props=None, REQUEST=None):

        """ Changes which workflows apply to objects of which type.
        """
        if props is None:
            props = REQUEST
        cbt = self._chains_by_type
        if cbt is None:
            self._chains_by_type = cbt = PersistentMapping()
        ti = self._listTypeInfo()
        # Set up the chains by type.
        if not (props is None):
            for t in ti:
                id = t.getId()
                field_name = 'chain_%s' % id
                chain = props.get(field_name, '(Default)').strip()
                if chain == '(Default)':
                    # Remove from cbt.
                    if cbt.has_key(id):
                        del cbt[id]
                else:
                    chain = chain.replace(',', ' ')
                    ids = []
                    for wf_id in chain.split(' '):
                        if wf_id:
                            if not self.getWorkflowById(wf_id):
                                raise ValueError, (
                                    '"%s" is not a workflow ID.' % wf_id)
                            ids.append(wf_id)
                    cbt[id] = tuple(ids)
        # Set up the default chain.
        default_chain = default_chain.replace(',', ' ')
        ids = []
        for wf_id in default_chain.split(' '):
            if wf_id:
                if not self.getWorkflowById(wf_id):
                    raise ValueError, (
                        '"%s" is not a workflow ID.' % wf_id)
                ids.append(wf_id)
        self._default_chain = tuple(ids)
        if REQUEST is not None:
            return self.manage_selectWorkflows(REQUEST,
                            manage_tabs_message='Changed.')

    #
    #   portal_workflow implementation.
    #
    security.declarePrivate('getCatalogVariablesFor')
00197     def getCatalogVariablesFor(self, ob):

        """ Returns a mapping of the catalog variables that apply to ob.

        o Invoked by portal_catalog.

        o Allows workflows to add variables to the catalog based on
          workflow status, making it possible to implement queues.
        """
        wfs = self.getWorkflowsFor(ob)
        if wfs is None:
            return None
        # Iterate through the workflows backwards so that
        # earlier workflows can override later workflows.
        wfs.reverse()
        vars = {}
        for wf in wfs:
            v = wf.getCatalogVariablesFor(ob)
            if v is not None:
                vars.update(v)
        return vars

    security.declarePrivate('listActions')
00220     def listActions(self, info=None, object=None):

        """ Returns a list of actions to be displayed to the user.

        o Invoked by the portal_actions tool.

        o Allows workflows to include actions to be displayed in the
          actions box.

        o Object actions are supplied by workflows that apply to the object.

        o Global actions are supplied by all workflows.
        """
        if object is not None or info is None:
            info = self._getOAI(object)
        chain = self.getChainFor(info.object)
        did = {}
        actions = []

        for wf_id in chain:
            did[wf_id] = 1
            wf = self.getWorkflowById(wf_id)
            if wf is not None:
                a = wf.listObjectActions(info)
                if a is not None:
                    actions.extend(a)
                a = wf.listGlobalActions(info)
                if a is not None:
                    actions.extend(a)

        wf_ids = self.getWorkflowIds()
        for wf_id in wf_ids:
            if not did.has_key(wf_id):
                wf = self.getWorkflowById(wf_id)
                if wf is not None:
                    a = wf.listGlobalActions(info)
                    if a is not None:
                        actions.extend(a)
        return actions

    security.declarePublic('getActionsFor')
00261     def getActionsFor(self, ob):

        """ Return a list of action dictionaries for 'ob', just as though
            queried via 'ActionsTool.listFilteredActionsFor'.
        """
        warn('getActionsFor() is deprecated and will be removed in CMF 2.0. '
             'Please use listActionInfos() instead.',
             DeprecationWarning)
        return self.listActions( WorkflowInformation( ob ) )

    security.declarePublic('doActionFor')
00272     def doActionFor(self, ob, action, wf_id=None, *args, **kw):

        """ Execute the given workflow action for the object.

        o Invoked by user interface code.

        o Allows the user to request a workflow action.

        o The workflow object must perform its own security checks.
        """
        wfs = self.getWorkflowsFor(ob)
        if wfs is None:
            wfs = ()
        if wf_id is None:
            if not wfs:
                raise WorkflowException('No workflows found.')
            found = 0
            for wf in wfs:
                if wf.isActionSupported(ob, action, **kw):
                    found = 1
                    break
            if not found:
                raise WorkflowException(
                    'No workflow provides the "%s" action.' % action)
        else:
            wf = self.getWorkflowById(wf_id)
            if wf is None:
                raise WorkflowException(
                    'Requested workflow definition not found.')
        return self._invokeWithNotification(
            wfs, ob, action, wf.doActionFor, (ob, action) + args, kw)

    security.declarePublic('getInfoFor')
00305     def getInfoFor(self, ob, name, default=_marker, wf_id=None, *args, **kw):

        """ Return a given workflow-specific property for an object.

        o Invoked by user interface code.

        o Allows the user to request information provided by the workflow.

        o The workflow object must perform its own security checks.
        """
        if wf_id is None:
            wfs = self.getWorkflowsFor(ob)
            if wfs is None:
                if default is _marker:
                    raise WorkflowException('No workflows found.')
                else:
                    return default
            found = 0
            for wf in wfs:
                if wf.isInfoSupported(ob, name):
                    found = 1
                    break
            if not found:
                if default is _marker:
                    raise WorkflowException(
                        'No workflow provides "%s" information.' % name)
                else:
                    return default
        else:
            wf = self.getWorkflowById(wf_id)
            if wf is None:
                if default is _marker:
                    raise WorkflowException(
                        'Requested workflow definition not found.')
                else:
                    return default
        res = wf.getInfoFor(ob, name, default, *args, **kw)
        if res is _marker:
            raise WorkflowException('Could not get info: %s' % name)
        return res

    security.declarePrivate('notifyCreated')
00347     def notifyCreated(self, ob):

        """ Notify all applicable workflows that an object has been created
            and put in its new place.
        """
        wfs = self.getWorkflowsFor(ob)
        for wf in wfs:
            wf.notifyCreated(ob)
        self._reindexWorkflowVariables(ob)

    security.declarePrivate('notifyBefore')
00358     def notifyBefore(self, ob, action):

        """ Notifies all applicable workflows of an action before it
            happens, allowing veto by exception.

        o Unless an exception is thrown, either a notifySuccess() or
          notifyException() can be expected later on.

        o The action usually corresponds to a method name.
        """
        wfs = self.getWorkflowsFor(ob)
        for wf in wfs:
            wf.notifyBefore(ob, action)

    security.declarePrivate('notifySuccess')
00373     def notifySuccess(self, ob, action, result=None):

        """ Notify all applicable workflows that an action has taken place.
        """
        wfs = self.getWorkflowsFor(ob)
        for wf in wfs:
            wf.notifySuccess(ob, action, result)

    security.declarePrivate('notifyException')
00382     def notifyException(self, ob, action, exc):

        """ Notify all applicable workflows that an action failed.
        """
        wfs = self.getWorkflowsFor(ob)
        for wf in wfs:
            wf.notifyException(ob, action, exc)

    security.declarePrivate('getHistoryOf')
00391     def getHistoryOf(self, wf_id, ob):

        """ Return the history of an object.

        o Invoked by workflow definitions.
        """
        if hasattr(aq_base(ob), 'workflow_history'):
            wfh = ob.workflow_history
            return wfh.get(wf_id, None)
        return ()

    security.declarePrivate('getStatusOf')
00403     def getStatusOf(self, wf_id, ob):

        """ Return the last entry of a workflow history.

        o Invoked by workflow definitions.
        """
        wfh = self.getHistoryOf(wf_id, ob)
        if wfh:
            return wfh[-1]
        return None

    security.declarePrivate('setStatusOf')
00415     def setStatusOf(self, wf_id, ob, status):

        """ Append an entry to the workflow history.

        o Invoked by workflow definitions.
        """
        wfh = None
        has_history = 0
        if hasattr(aq_base(ob), 'workflow_history'):
            history = ob.workflow_history
            if history is not None:
                has_history = 1
                wfh = history.get(wf_id, None)
                if wfh is not None:
                    wfh = list(wfh)
        if not wfh:
            wfh = []
        wfh.append(status)
        if not has_history:
            ob.workflow_history = PersistentMapping()
        ob.workflow_history[wf_id] = tuple(wfh)

    #
    #   Administration methods
    #
    security.declareProtected( ManagePortal, 'setDefaultChain')
00441     def setDefaultChain(self, default_chain):

        """ Set the default chain for this tool
        """
        default_chain = default_chain.replace(',', ' ')
        ids = []
        for wf_id in default_chain.split(' '):
            if wf_id:
                if not self.getWorkflowById(wf_id):
                    raise ValueError, ( '"%s" is not a workflow ID.' % wf_id)
                ids.append(wf_id)

        self._default_chain = tuple(ids)

    security.declareProtected( ManagePortal, 'setChainForPortalTypes')
00456     def setChainForPortalTypes(self, pt_names, chain):

        """ Set a chain for a specific portal type.
        """
        cbt = self._chains_by_type
        if cbt is None:
            self._chains_by_type = cbt = PersistentMapping()

        if isinstance(chain, basestring):
            chain = [ wf.strip() for wf in chain.split(',') if wf.strip() ]

        ti = self._listTypeInfo()
        for t in ti:
            id = t.getId()
            if id in pt_names:
                cbt[id] = tuple(chain)


    security.declareProtected( ManagePortal, 'updateRoleMappings')
00475     def updateRoleMappings(self, REQUEST=None):

        """ Allow workflows to update the role-permission mappings.
        """
        wfs = {}
        for id in self.objectIds():
            wf = self.getWorkflowById(id)
            if hasattr(aq_base(wf), 'updateRoleMappingsFor'):
                wfs[id] = wf
        portal = aq_parent(aq_inner(self))
        count = self._recursiveUpdateRoleMappings(portal, wfs)
        if REQUEST is not None:
            return self.manage_selectWorkflows(REQUEST, manage_tabs_message=
                                               '%d object(s) updated.' % count)
        else:
            return count

    security.declarePrivate('getWorkflowById')
00493     def getWorkflowById(self, wf_id):

        """ Retrieve a given workflow.
        """
        wf = getattr(self, wf_id, None)
        if getattr(wf, '_isAWorkflow', 0):
            return wf
        else:
            return None

    security.declarePrivate('getDefaultChainFor')
00504     def getDefaultChainFor(self, ob):

        """ Return the default chain, if applicable, for ob.
        """
        types_tool = getToolByName( self, 'portal_types', None )
        if ( types_tool is not None
            and types_tool.getTypeInfo( ob ) is not None ):
            return self._default_chain

        return ()

    security.declarePrivate('getChainFor')
00516     def getChainFor(self, ob):

        """ Returns the chain that applies to the given object.
            If we get a string as the ob parameter, use it as
            the portal_type.
        """
        cbt = self._chains_by_type
        if isinstance(ob, basestring):
            pt = ob
        elif hasattr(aq_base(ob), 'getPortalTypeName'):
            pt = ob.getPortalTypeName()
        else:
            pt = None

        if pt is None:
            return ()

        chain = None
        if cbt is not None:
            chain = cbt.get(pt, None)
            # Note that if chain is not in cbt or has a value of
            # None, we use a default chain.
        if chain is None:
            chain = self.getDefaultChainFor(ob)
            if chain is None:
                return ()
        return chain

    security.declarePrivate('getWorkflowIds')
00545     def getWorkflowIds(self):

        """ Return the list of workflow ids.
        """
        wf_ids = []

        for obj_name, obj in self.objectItems():
            if getattr(obj, '_isAWorkflow', 0):
                wf_ids.append(obj_name)

        return tuple(wf_ids)

    security.declareProtected(ManagePortal, 'getWorkflowsFor')
00558     def getWorkflowsFor(self, ob):

        """ Find the workflows for the type of the given object.
        """
        res = []
        for wf_id in self.getChainFor(ob):
            wf = self.getWorkflowById(wf_id)
            if wf is not None:
                res.append(wf)
        return res

    security.declarePrivate('wrapWorkflowMethod')
00570     def wrapWorkflowMethod(self, ob, method_id, func, args, kw):

        """ To be invoked only by WorkflowCore.
            Allows a workflow definition to wrap a WorkflowMethod.
        """
        wf = None
        wfs = self.getWorkflowsFor(ob)
        if wfs:
            for w in wfs:
                if (hasattr(w, 'isWorkflowMethodSupported')
                    and w.isWorkflowMethodSupported(ob, method_id)):
                    wf = w
                    break
        else:
            wfs = ()
        if wf is None:
            # No workflow wraps this method.
            return func(*args, **kw)
        return self._invokeWithNotification(
            wfs, ob, method_id, wf.wrapWorkflowMethod,
            (ob, method_id, func, args, kw), {})

    #
    #   Helper methods
    #
    security.declarePrivate( '_listTypeInfo' )
00596     def _listTypeInfo(self):

        """ List the portal types which are available.
        """
        pt = getToolByName(self, 'portal_types', None)
        if pt is None:
            return ()
        else:
            return pt.listTypeInfo()

    security.declarePrivate( '_invokeWithNotification' )
00607     def _invokeWithNotification(self, wfs, ob, action, func, args, kw):

        """ Private utility method:  call 'func', and deal with exceptions
            indicating that the object has been deleted or moved.
        """
        reindex = 1
        for w in wfs:
            w.notifyBefore(ob, action)
        try:
            res = func(*args, **kw)
        except ObjectDeleted, ex:
            res = ex.getResult()
            reindex = 0
        except ObjectMoved, ex:
            res = ex.getResult()
            ob = ex.getNewObject()
        except:
            exc = sys.exc_info()
            try:
                for w in wfs:
                    w.notifyException(ob, action, exc)
                raise exc[0], exc[1], exc[2]
            finally:
                exc = None
        for w in wfs:
            w.notifySuccess(ob, action, res)
        if reindex:
            self._reindexWorkflowVariables(ob)
        return res

    security.declarePrivate( '_recursiveUpdateRoleMappings' )
00638     def _recursiveUpdateRoleMappings(self, ob, wfs):

        """ Update roles-permission mappings recursively, and
            reindex special index.
        """
        # Returns a count of updated objects.
        count = 0
        wf_ids = self.getChainFor(ob)
        if wf_ids:
            changed = 0
            for wf_id in wf_ids:
                wf = wfs.get(wf_id, None)
                if wf is not None:
                    did = wf.updateRoleMappingsFor(ob)
                    if did:
                        changed = 1
            if changed:
                count = count + 1
                if hasattr(aq_base(ob), 'reindexObject'):
                    # Reindex security-related indexes
                    try:
                        ob.reindexObject(idxs=['allowedRolesAndUsers'])
                    except TypeError:
                        # Catch attempts to reindex portal_catalog.
                        pass
        if hasattr(aq_base(ob), 'objectItems'):
            obs = ob.objectItems()
            if obs:
                for k, v in obs:
                    changed = getattr(v, '_p_changed', 0)
                    count = count + self._recursiveUpdateRoleMappings(v, wfs)
                    if changed is None:
                        # Re-ghostify.
                        v._p_deactivate()
        return count

    security.declarePrivate( '_setDefaultCataloging' )
00675     def _setDefaultCataloging( self, value ):

        """ Toggle whether '_reindexWorkflowVariables' actually touches
            the catalog (sometimes not desirable, e.g. when the workflow
            objects do this themselves only at particular points).
        """
        self._default_cataloging = bool(value)

    security.declarePrivate('_reindexWorkflowVariables')
00684     def _reindexWorkflowVariables(self, ob):

        """ Reindex the variables that the workflow may have changed.

        Also reindexes the security.
        """
        if not self._default_cataloging:
            return

        if hasattr(aq_base(ob), 'reindexObject'):
            # XXX We only need the keys here, no need to compute values.
            mapping = self.getCatalogVariablesFor(ob) or {}
            vars = mapping.keys()
            ob.reindexObject(idxs=vars)

        # Reindex security of subobjects.
        if hasattr(aq_base(ob), 'reindexObjectSecurity'):
            ob.reindexObjectSecurity()

InitializeClass(WorkflowTool)


_workflow_factories = {}

def _makeWorkflowFactoryKey(factory, id=None, title=None):
    # The factory should take one argument, id.
    if id is None:
        id = getattr(factory, 'id', '') or getattr(factory, 'meta_type', '')
    if title is None:
        title = getattr(factory, 'title', '')
    key = id
    if title:
        key = key + ' (%s)' % title
    return key

def addWorkflowFactory(factory, id=None, title=None):
    key = _makeWorkflowFactoryKey( factory, id, title )
    _workflow_factories[key] = factory

addWorkflowClass = addWorkflowFactory  # bw compat.


def _removeWorkflowFactory( factory, id=None, title=None ):
    """ Make teardown in unitcase cleaner. """
    key = _makeWorkflowFactoryKey( factory, id, title )
    try:
        del _workflow_factories[key]
    except KeyError:
        pass

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