Added Priority List

README.md

@@ -46,8 +46,9 @@ addon | version | maintainers | summary
 [g2p_program_registrant_info](g2p_program_registrant_info/) | 17.0.1.3.0 |  | G2P Program: Registrant Info
 [g2p_program_reimbursement](g2p_program_reimbursement/) | 17.0.1.3.0 |  | OpenG2P Programs: Reimbursement
 [g2p_programs](g2p_programs/) | 17.0.1.3.0 |  | OpenG2P Programs
+[g2p_programs_priority_list](g2p_programs_priority_list/) | 17.0.1.3.0 |  | OpenG2P Programs Priority List
 [g2p_proxy_means_test](g2p_proxy_means_test/) | 17.0.1.3.0 |  | G2P: Proxy Means Test
-[g2p_reimbursement_portal](g2p_reimbursement_portal/) | 17.0.0.0.0 |  | G2P Reimbursement Portal
+[g2p_reimbursement_portal](g2p_reimbursement_portal/) | 17.0.1.3.0 |  | G2P Reimbursement Portal
 [g2p_social_registry_importer](g2p_social_registry_importer/) | 17.0.1.3.0 |  | Import records from Social Registry
 [g2p_theme](g2p_theme/) | 17.0.1.3.0 |  | OpenG2P Theme
 

g2p_programs_priority_list/README.md

@@ -0,0 +1,3 @@
+# OpenG2P Programs Priority List
+
+Refer to https://docs.openg2p.org.

g2p_programs_priority_list/__init__.py

@@ -0,0 +1,2 @@
+from . import models
+from . import wizard

g2p_programs_priority_list/__manifest__.py

@@ -0,0 +1,28 @@
+{
+    "name": "OpenG2P Programs Priority List",
+    "category": "G2P/G2P",
+    "version": "17.0.1.3.0",
+    "sequence": 1,
+    "author": "OpenG2P",
+    "website": "https://openg2p.org",
+    "license": "LGPL-3",
+    "depends": ["g2p_programs"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/cycle_view.xml",
+        "views/program_manager_view.xml",
+        "views/cycle_manager_view.xml",
+        "views/cycle_membership_view.xml",
+        "wizard/create_cycle_wizard.xml",
+    ],
+    "assets": {
+        "web.assets_backend": [
+            "/g2p_programs_priority_list/static/src/css/style.css",
+        ],
+    },
+    "demo": [],
+    "images": [],
+    "application": True,
+    "installable": True,
+    "auto_install": False,
+}

g2p_programs_priority_list/models/__init__.py

@@ -0,0 +1,6 @@
+from . import cycle
+from . import cycle_manager
+from . import programs
+from . import program_manager
+from . import cycle_membership
+from . import sorting_criteria

g2p_programs_priority_list/models/cycle.py

@@ -0,0 +1,20 @@
+from odoo import api, fields, models
+
+
+class G2PCycleInherited(models.Model):
+    _inherit = "g2p.cycle"
+
+    inclusion_limit = fields.Integer(default=0)
+    eligibility_domain = fields.Text(string="Domain", default="[]")
+    is_not_disbursement = fields.Boolean(string="Not Disbursement", default=True)
+    sorting_criteria_ids = fields.One2many("g2p.sorting.criteria", "cycle_id", string="Sorting Order")
+
+    @api.model
+    def create(self, vals):
+        if "program_id" in vals:
+            program = self.env["g2p.program"].browse(vals["program_id"])
+            if program.program_managers.manager_ref_id:
+                vals[
+                    "is_not_disbursement"
+                ] = not program.program_managers.manager_ref_id.is_disbursement_through_priority_list
+        return super().create(vals)

g2p_programs_priority_list/models/cycle_manager.py

@@ -0,0 +1,152 @@
+import logging
+
+from odoo import _, api, fields, models
+from odoo.tools.safe_eval import safe_eval
+
+_logger = logging.getLogger(__name__)
+
+
+class DefaultCycleManagerInherited(models.Model):
+    _inherit = "g2p.cycle.manager.default"
+
+    eligibility_domain = fields.Text(string="Domain", default="[]")
+    inclusion_limit = fields.Integer(default=0)
+
+    sorting_criteria_ids = fields.One2many("g2p.sorting.criteria", "manager_id", string="Sorting Order")
+
+    @api.model
+    def create(self, vals):
+        if "program_id" in vals:
+            vals[
+                "eligibility_domain"
+            ] = f"[('program_membership_ids.program_id', 'in', [{vals['program_id']}])]"
+        return super().create(vals)
+
+    def new_cycle(self, name, new_start_date, sequence):
+        cycle = super().new_cycle(name, new_start_date, sequence)
+
+        for rec in self:
+            is_disbursement = (
+                self.program_id.program_managers.manager_ref_id.is_disbursement_through_priority_list
+            )
+            if is_disbursement:
+                for sorting_criterion in self.sorting_criteria_ids:
+                    self.env["g2p.sorting.criteria"].create(
+                        {
+                            "cycle_id": cycle.id,
+                            "sequence": sorting_criterion.sequence,
+                            "field_name": sorting_criterion.field_name.id,
+                            "order": sorting_criterion.order,
+                        }
+                    )
+
+                cycle.write(
+                    {"inclusion_limit": rec.inclusion_limit, "eligibility_domain": rec.eligibility_domain}
+                )
+        return cycle
+
+    def add_beneficiaries(self, cycle, beneficiaries, state="draft"):
+        self.ensure_one()
+        self._ensure_can_edit_cycle(cycle)
+        _logger.debug("Adding beneficiaries to the cycle %s", cycle.name)
+        _logger.debug("Beneficiaries: %s", len(beneficiaries))
+
+        # Only add beneficiaries not added yet
+        existing_ids = cycle.cycle_membership_ids.mapped("partner_id.id")
+        _logger.debug("Existing IDs: %s", len(existing_ids))
+        beneficiaries = list(set(beneficiaries) - set(existing_ids))
+
+        is_disbursement = (
+            self.program_id.program_managers.manager_ref_id.is_disbursement_through_priority_list
+        )
+        if is_disbursement:
+            # Convert beneficiaries to recordset first
+            if beneficiaries:
+                if isinstance(beneficiaries, list):
+                    ids = beneficiaries
+                else:
+                    ids = beneficiaries.mapped("partner_id.id")
+
+            domain = safe_eval(cycle.eligibility_domain)
+
+            domain += [("id", "in", ids), ("disabled", "=", False)]
+            if self.program_id.target_type == "group":
+                domain += [("is_group", "=", True), ("is_registrant", "=", True)]
+            if self.program_id.target_type == "individual":
+                domain += [("is_group", "=", False), ("is_registrant", "=", True)]
+
+            remaining_limit = max(0, cycle.inclusion_limit - len(existing_ids))
+
+            sorted_criteria = cycle.sorting_criteria_ids.sorted("sequence")
+
+            order = []
+            for criterion in sorted_criteria:
+                field_name = criterion.field_name.name
+                reverse_flag = criterion.order == "desc"
+                order_direction = "desc" if reverse_flag else "asc"
+                order.append(f"{field_name} {order_direction}")
+
+            # Join the order list into a comma-separated string
+            order_str = ",".join(order)
+
+            # Query partners with sorting applied
+            sorted_beneficiaries = self.env["res.partner"].search(domain, order=order_str)
+
+            if len(sorted_beneficiaries) > remaining_limit:
+                beneficiaries = sorted_beneficiaries[:remaining_limit].ids
+            else:
+                beneficiaries = sorted_beneficiaries.ids
+
+        if len(beneficiaries) == 0:
+            message = _("No beneficiaries to import.")
+            kind = "warning"
+            sticky = False
+        elif len(beneficiaries) < self.MIN_ROW_JOB_QUEUE:
+            self._add_beneficiaries(cycle, beneficiaries, state, do_count=True)
+            message = _("%s beneficiaries imported.", len(beneficiaries))
+            kind = "success"
+            sticky = False
+        else:
+            self._add_beneficiaries_async(cycle, beneficiaries, state)
+            message = _("Import of %s beneficiaries started.", len(beneficiaries))
+            kind = "warning"
+            sticky = True
+
+        return {
+            "type": "ir.actions.client",
+            "tag": "display_notification",
+            "params": {
+                "title": _("Enrollment"),
+                "message": message,
+                "sticky": sticky,
+                "type": kind,
+                "next": {
+                    "type": "ir.actions.act_window_close",
+                },
+            },
+        }
+
+    def _add_beneficiaries(self, cycle, beneficiaries, state="draft", do_count=False):
+        """Add Beneficiaries with Rank
+
+        :param cycle: Recordset of cycle
+        :param beneficiaries: Recordset of beneficiaries
+        :param state: String state to be set to beneficiary
+        :return: None
+        """
+        new_beneficiaries = []
+        for index, r in enumerate(beneficiaries):
+            new_beneficiaries.append(
+                [
+                    0,
+                    0,
+                    {
+                        "partner_id": r,
+                        "enrollment_date": fields.Date.today(),
+                        "state": state,
+                        "rank": index + 1,
+                    },
+                ]
+            )
+        cycle.update({"cycle_membership_ids": new_beneficiaries})
+        cycle._compute_members_count()

g2p_programs_priority_list/models/cycle_membership.py

@@ -0,0 +1,7 @@
+from odoo import fields, models
+
+
+class G2PCycleMembershipInherited(models.Model):
+    _inherit = "g2p.cycle.membership"
+
+    rank = fields.Integer(index=True)

g2p_programs_priority_list/models/program_manager.py

@@ -0,0 +1,48 @@
+import logging
+from datetime import datetime, timedelta
+
+from odoo import fields, models
+
+from odoo.addons.g2p_programs.models.programs import G2PProgram
+
+_logger = logging.getLogger(__name__)
+
+
+class DefaultProgramManagerInherited(models.Model):
+    _inherit = "g2p.program.manager.default"
+
+    is_disbursement_through_priority_list = fields.Boolean(
+        string="Disbursement Through Priority List", default=False
+    )
+
+    def new_cycle(self):
+        """
+        Create the next cycle of the program.
+        If `is_disbursement_through_priority_list` is False, it copies enrolled beneficiaries.
+        """
+        self.ensure_one()
+
+        for rec in self:
+            cycles = self.env["g2p.cycle"].search([("program_id", "=", rec.program_id.id)])
+            _logger.debug("Cycles found: %s", cycles)
+
+            cm = rec.program_id.get_manager(G2PProgram.MANAGER_CYCLE)
+
+            if not cycles:
+                _logger.debug("Creating first cycle with cycle manager: %s", cm)
+                new_cycle = cm.new_cycle("Cycle 1", datetime.now(), 1)
+            else:
+                last_cycle = rec.last_cycle()
+                new_sequence = last_cycle.sequence + 1
+                start_date = last_cycle.end_date + timedelta(days=1)
+                new_cycle = cm.new_cycle(f"Cycle {new_sequence}", start_date, new_sequence)
+
+            # Only copy beneficiaries if disbursement is NOT based on priority list
+            if not rec.is_disbursement_through_priority_list:
+                if new_cycle:
+                    program_beneficiaries = rec.program_id.get_beneficiaries("enrolled").mapped(
+                        "partner_id.id"
+                    )
+                    cm.add_beneficiaries(new_cycle, program_beneficiaries, "enrolled")
+
+            return new_cycle

g2p_programs_priority_list/models/programs.py

@@ -0,0 +1,76 @@
+import logging
+
+from odoo import _, models
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class G2PProgramInherit(models.Model):
+    _inherit = "g2p.program"
+
+    def create_new_cycle(self):
+        if self.beneficiaries_count <= 0:
+            raise UserError(
+                _("No enrolled registrants. Enroll registrants to program to create a new cycle.")
+            )
+
+        for rec in self:
+            message = None
+            kind = "success"
+            cycle_manager = rec.get_manager(self.MANAGER_CYCLE)
+            program_manager = rec.get_manager(self.MANAGER_PROGRAM)
+
+            if not cycle_manager:
+                raise UserError(_("No Cycle Manager defined."))
+            if not program_manager:
+                raise UserError(_("No Program Manager defined."))
+
+            _logger.debug("-" * 80)
+            _logger.debug("pm: %s", program_manager)
+
+            new_cycle = program_manager.new_cycle()
+            message = _("New cycle %s created.", new_cycle.name)
+
+            if new_cycle.is_not_disbursement:
+                return {
+                    "type": "ir.actions.client",
+                    "tag": "display_notification",
+                    "params": {
+                        "title": _("Cycle"),
+                        "message": message,
+                        "sticky": False,
+                        "type": kind,
+                        "next": {
+                            "type": "ir.actions.act_window_close",
+                        },
+                    },
+                }
+            else:
+                wizard = self.env["cycle.creation.wizard"].create(
+                    {
+                        "cycle_id": new_cycle.id,
+                        "name": new_cycle.name,
+                        "program_id": new_cycle.program_id.id,
+                        "eligibility_domain": new_cycle.eligibility_domain,
+                        "inclusion_limit": new_cycle.inclusion_limit,
+                    }
+                )
+
+                for criterion in new_cycle.sorting_criteria_ids:
+                    self.env["cycle.creation.wizard.criteria"].create(
+                        {
+                            "wizard_id": wizard.id,
+                            "field_name": criterion.field_name.id,
+                            "order": criterion.order,
+                            "sequence": criterion.sequence,
+                        }
+                    )
+                return {
+                    "name": _("Update Priority Configuration"),
+                    "type": "ir.actions.act_window",
+                    "res_model": "cycle.creation.wizard",
+                    "view_mode": "form",
+                    "res_id": wizard.id,
+                    "target": "new",
+                }

g2p_programs_priority_list/models/sorting_criteria.py

@@ -0,0 +1,17 @@
+from odoo import fields, models
+
+
+class SortingCriteria(models.Model):
+    _name = "g2p.sorting.criteria"
+    _description = "Sorting Criteria"
+
+    cycle_id = fields.Many2one("g2p.cycle", string="Cycle")
+    manager_id = fields.Many2one("g2p.cycle.manager.default", string="Cycle Manager")
+
+    sequence = fields.Integer()
+    field_name = fields.Many2one(
+        "ir.model.fields",
+        domain="[('model', '=', 'res.partner')]",
+        help="Select a field from res.partner for sorting",
+    )
+    order = fields.Selection([("asc", "Ascending"), ("desc", "Descending")], required=True)

g2p_programs_priority_list/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

g2p_programs_priority_list/security/ir.model.access.csv

@@ -0,0 +1,12 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+g2p_cycle_creation_wizard_admin,Cycle Creation Wizard Admin Access,g2p_programs_priority_list.model_cycle_creation_wizard,g2p_registry_base.group_g2p_admin,1,1,1,1
+g2p_cycle_creation_wizard_program_manager,Cycle Creation Wizard Program Manager Access,g2p_programs_priority_list.model_cycle_creation_wizard,g2p_programs.g2p_program_manager,1,1,1,1
+g2p_cycle_creation_wizard_program_validator,Cycle Creation Wizard Program Validator Access,g2p_programs_priority_list.model_cycle_creation_wizard,g2p_programs.g2p_program_validator,1,1,1,0
+
+g2p_sorting_criteria_admin,Sorting Criteria Admin Access,model_g2p_sorting_criteria,g2p_registry_base.group_g2p_admin,1,1,1,1
+g2p_sorting_criteria_program_manager,Sorting Criteria Program Manager Access,model_g2p_sorting_criteria,g2p_programs.g2p_program_manager,1,1,1,1
+g2p_sorting_criteria_program_validator,Sorting Criteria Program Validator Access,model_g2p_sorting_criteria,g2p_programs.g2p_program_validator,1,1,1,0
+
+g2p_cycle_creation_wizard_criteria_admin,Cycle Creation Wizard Criteria Admin Access,g2p_programs_priority_list.model_cycle_creation_wizard_criteria,g2p_registry_base.group_g2p_admin,1,1,1,1
+g2p_cycle_creation_wizard_criteria_program_manager,Cycle Creation Wizard Criteria Program Manager Access,g2p_programs_priority_list.model_cycle_creation_wizard_criteria,g2p_programs.g2p_program_manager,1,1,1,1
+g2p_cycle_creation_wizard_criteria_program_validator,Cycle Creation Wizard Criteria Program Validator Access,g2p_programs_priority_list.model_cycle_creation_wizard_criteria,g2p_programs.g2p_program_validator,1,1,1,0