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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 40346 2005-11-23 17:15:03Z yuppie $
"""

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 OFS.ObjectManager import IFAwareObjectManager

from ActionProviderBase import ActionProviderBase
from interfaces import IWorkflowDefinition
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.

00043 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


00064 class WorkflowTool(UniqueObject, IFAwareObjectManager, Folder,
                   ActionProviderBase):

    """ Mediator tool, mapping workflow objects
    """
    id = 'portal_workflow'
    meta_type = 'CMF Workflow Tool'
    __implements__ = (IWorkflowTool,
                      ActionProviderBase.__implements__)
    _product_interfaces = (IWorkflowDefinition,)

    _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')
00096     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')
00107     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')

    _manage_selectWorkflows = DTMLFile('selectWorkflows', _dtmldir)

    security.declareProtected( ManagePortal, 'manage_selectWorkflows')
00121     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')
00148     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')
00196     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')
00219     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')
00260     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')
00271     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')
00304     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')
00346     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')
00357     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')
00372     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')
00381     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')
00390     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')
00402     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')
00414     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')
00440     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')
00455     def setChainForPortalTypes(self, pt_names, chain, verify=True):
        """ 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_ids = [ t.getId() for t in self._listTypeInfo() ]

        for type_id in pt_names:
            if verify and not (type_id in ti_ids):
                continue
            cbt[type_id] = tuple(chain)

    security.declareProtected( ManagePortal, 'updateRoleMappings')
00473     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')
00491     def getWorkflowById(self, wf_id):
        """ Retrieve a given workflow.
        """
        wf = getattr(self, wf_id, None)
        if getattr(wf, '_isAWorkflow', False) or \
                IWorkflowDefinition.providedBy(wf):
            return wf
        else:
            return None

    security.declarePrivate('getDefaultChainFor')
00502     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')
00514     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')
00543     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')
00556     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')
00568     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' )
00594     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' )
00605     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' )
00636     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' )
00673     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')
00682     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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