Merge pull request #21307 from civicrm/5.41
[civicrm-core.git] / CRM / Dedupe / BAO / DedupeRuleGroup.php
1 <?php
2 /*
3 +--------------------------------------------------------------------+
4 | Copyright CiviCRM LLC. All rights reserved. |
5 | |
6 | This work is published under the GNU AGPLv3 license with some |
7 | permitted exceptions and without any warranty. For full license |
8 | and copyright information, see https://civicrm.org/licensing |
9 +--------------------------------------------------------------------+
10 */
11
12 /**
13 *
14 * @package CRM
15 * @copyright CiviCRM LLC https://civicrm.org/licensing
16 */
17
18 /**
19 * The CiviCRM duplicate discovery engine is based on an
20 * algorithm designed by David Strauss <david@fourkitchens.com>.
21 */
22 class CRM_Dedupe_BAO_DedupeRuleGroup extends CRM_Dedupe_DAO_DedupeRuleGroup {
23
24 /**
25 * Ids of the contacts to limit the SQL queries (whole-database queries otherwise)
26 * @var array
27 */
28 public $contactIds = [];
29
30 /**
31 * Set the contact IDs to restrict the dedupe to.
32 *
33 * @param array $contactIds
34 */
35 public function setContactIds($contactIds) {
36 $this->contactIds = $contactIds;
37 }
38
39 /**
40 * Params to dedupe against (queries against the whole contact set otherwise)
41 * @var array
42 */
43 public $params = [];
44
45 /**
46 * If there are no rules in rule group.
47 * @var bool
48 */
49 public $noRules = FALSE;
50
51 protected $temporaryTables = [];
52
53 /**
54 * Return a structure holding the supported tables, fields and their titles
55 *
56 * @param string $requestedType
57 * The requested contact type.
58 *
59 * @return array
60 * a table-keyed array of field-keyed arrays holding supported fields' titles
61 */
62 public static function supportedFields($requestedType) {
63 static $fields = NULL;
64 if (!$fields) {
65 // this is needed, as we're piggy-backing importableFields() below
66 $replacements = [
67 'civicrm_country.name' => 'civicrm_address.country_id',
68 'civicrm_county.name' => 'civicrm_address.county_id',
69 'civicrm_state_province.name' => 'civicrm_address.state_province_id',
70 'gender.label' => 'civicrm_contact.gender_id',
71 'individual_prefix.label' => 'civicrm_contact.prefix_id',
72 'individual_suffix.label' => 'civicrm_contact.suffix_id',
73 'addressee.label' => 'civicrm_contact.addressee_id',
74 'email_greeting.label' => 'civicrm_contact.email_greeting_id',
75 'postal_greeting.label' => 'civicrm_contact.postal_greeting_id',
76 'civicrm_phone.phone' => 'civicrm_phone.phone_numeric',
77 ];
78 // the table names we support in dedupe rules - a filter for importableFields()
79 $supportedTables = [
80 'civicrm_address',
81 'civicrm_contact',
82 'civicrm_email',
83 'civicrm_im',
84 'civicrm_note',
85 'civicrm_openid',
86 'civicrm_phone',
87 'civicrm_website',
88 ];
89
90 foreach (['Individual', 'Organization', 'Household'] as $ctype) {
91 // take the table.field pairs and their titles from importableFields() if the table is supported
92 foreach (CRM_Contact_BAO_Contact::importableFields($ctype) as $iField) {
93 if (isset($iField['where'])) {
94 $where = $iField['where'];
95 if (isset($replacements[$where])) {
96 $where = $replacements[$where];
97 }
98 list($table, $field) = explode('.', $where);
99 if (!in_array($table, $supportedTables)) {
100 continue;
101 }
102 $fields[$ctype][$table][$field] = $iField['title'];
103 }
104 }
105 // Note that most of the fields available come from 'importable fields' -
106 // I thought about making this field 'importable' but it felt like there might be unknown consequences
107 // so I opted for just adding it in & securing it with a unit test.
108 /// Example usage of sort_name - It is possible to alter sort name via hook so 2 organization names might differ as in
109 // Justice League vs The Justice League but these could have the same sort_name if 'the the'
110 // exension is installed (https://github.com/eileenmcnaughton/org.wikimedia.thethe)
111 $fields[$ctype]['civicrm_contact']['sort_name'] = ts('Sort Name');
112 // add custom data fields
113 foreach (CRM_Core_BAO_CustomGroup::getTree($ctype, NULL, NULL, -1) as $key => $cg) {
114 if (!is_int($key)) {
115 continue;
116 }
117 foreach ($cg['fields'] as $cf) {
118 $fields[$ctype][$cg['table_name']][$cf['column_name']] = $cf['label'];
119 }
120 }
121 }
122 }
123 CRM_Utils_Hook::dupeQuery(CRM_Core_DAO::$_nullObject, 'supportedFields', $fields);
124 return !empty($fields[$requestedType]) ? $fields[$requestedType] : [];
125 }
126
127 /**
128 * Return the SQL query for dropping the temporary table.
129 */
130 public function tableDropQuery() {
131 return 'DROP TEMPORARY TABLE IF EXISTS dedupe';
132 }
133
134 /**
135 * Return a set of SQL queries whose cummulative weights will mark matched
136 * records for the RuleGroup::threasholdQuery() to retrieve.
137 */
138 public function tableQuery() {
139 // make sure we've got a fetched dbrecord, not sure if this is enforced
140 if (!$this->name == NULL || $this->is_reserved == NULL) {
141 $this->find(TRUE);
142 }
143
144 // Reserved Rule Groups can optionally get special treatment by
145 // implementing an optimization class and returning a query array.
146 if ($this->is_reserved &&
147 CRM_Utils_File::isIncludable("CRM/Dedupe/BAO/QueryBuilder/{$this->name}.php")
148 ) {
149 $command = empty($this->params) ? 'internal' : 'record';
150 $queries = call_user_func(["CRM_Dedupe_BAO_QueryBuilder_{$this->name}", $command], $this);
151 }
152 else {
153 // All other rule groups have queries generated by the member dedupe
154 // rules defined in the administrative interface.
155
156 // Find all rules contained by this script sorted by weight so that
157 // their execution can be short circuited on RuleGroup::fillTable()
158 $bao = new CRM_Dedupe_BAO_DedupeRule();
159 $bao->dedupe_rule_group_id = $this->id;
160 $bao->orderBy('rule_weight DESC');
161 $bao->find();
162
163 // Generate a SQL query for each rule in the rule group that is
164 // tailored to respect the param and contactId options provided.
165 $queries = [];
166 while ($bao->fetch()) {
167 $bao->contactIds = $this->contactIds;
168 $bao->params = $this->params;
169
170 // Skipping empty rules? Empty rules shouldn't exist; why check?
171 if ($query = $bao->sql()) {
172 $queries["{$bao->rule_table}.{$bao->rule_field}.{$bao->rule_weight}"] = $query;
173 }
174 }
175 }
176
177 // if there are no rules in this rule group
178 // add an empty query fulfilling the pattern
179 if (!$queries) {
180 $this->noRules = TRUE;
181 return [];
182 }
183
184 return $queries;
185 }
186
187 public function fillTable() {
188 // get the list of queries handy
189 $tableQueries = $this->tableQuery();
190
191 if ($this->params && !$this->noRules) {
192 $this->temporaryTables['dedupe'] = CRM_Utils_SQL_TempTable::build()
193 ->setCategory('dedupe')
194 ->createWithColumns("id1 int, weight int, UNIQUE UI_id1 (id1)")->getName();
195 $dedupeCopyTemporaryTableObject = CRM_Utils_SQL_TempTable::build()
196 ->setCategory('dedupe');
197 $this->temporaryTables['dedupe_copy'] = $dedupeCopyTemporaryTableObject->getName();
198 $insertClause = "INSERT INTO {$this->temporaryTables['dedupe']} (id1, weight)";
199 $groupByClause = "GROUP BY id1, weight";
200 $dupeCopyJoin = " JOIN {$this->temporaryTables['dedupe_copy']} ON {$this->temporaryTables['dedupe_copy']}.id1 = t1.column WHERE ";
201 }
202 else {
203 $this->temporaryTables['dedupe'] = CRM_Utils_SQL_TempTable::build()
204 ->setCategory('dedupe')
205 ->createWithColumns("id1 int, id2 int, weight int, UNIQUE UI_id1_id2 (id1, id2)")->getName();
206 $dedupeCopyTemporaryTableObject = CRM_Utils_SQL_TempTable::build()
207 ->setCategory('dedupe');
208 $this->temporaryTables['dedupe_copy'] = $dedupeCopyTemporaryTableObject->getName();
209 $insertClause = "INSERT INTO {$this->temporaryTables['dedupe']} (id1, id2, weight)";
210 $groupByClause = "GROUP BY id1, id2, weight";
211 $dupeCopyJoin = " JOIN {$this->temporaryTables['dedupe_copy']} ON {$this->temporaryTables['dedupe_copy']}.id1 = t1.column AND {$this->temporaryTables['dedupe_copy']}.id2 = t2.column WHERE ";
212 }
213 $patternColumn = '/t1.(\w+)/';
214 $exclWeightSum = [];
215
216 CRM_Utils_Hook::dupeQuery($this, 'table', $tableQueries);
217
218 while (!empty($tableQueries)) {
219 list($isInclusive, $isDie) = self::isQuerySetInclusive($tableQueries, $this->threshold, $exclWeightSum);
220
221 if ($isInclusive) {
222 // order queries by table count
223 self::orderByTableCount($tableQueries);
224
225 $weightSum = array_sum($exclWeightSum);
226 $searchWithinDupes = !empty($exclWeightSum) ? 1 : 0;
227
228 while (!empty($tableQueries)) {
229 // extract the next query ( and weight ) to be executed
230 $fieldWeight = array_keys($tableQueries);
231 $fieldWeight = $fieldWeight[0];
232 $query = array_shift($tableQueries);
233
234 if ($searchWithinDupes) {
235 // drop dedupe_copy table just in case if its already there.
236 $dedupeCopyTemporaryTableObject->drop();
237 // get prepared to search within already found dupes if $searchWithinDupes flag is set
238 $dedupeCopyTemporaryTableObject->createWithQuery("SELECT * FROM {$this->temporaryTables['dedupe']} WHERE weight >= {$weightSum}");
239
240 preg_match($patternColumn, $query, $matches);
241 $query = str_replace(' WHERE ', str_replace('column', $matches[1], $dupeCopyJoin), $query);
242
243 // CRM-19612: If there's a union, there will be two WHEREs, and you
244 // can't use the temp table twice.
245 if (preg_match('/' . $this->temporaryTables['dedupe_copy'] . '[\S\s]*(union)[\S\s]*' . $this->temporaryTables['dedupe_copy'] . '/i', $query, $matches, PREG_OFFSET_CAPTURE)) {
246 // Make a second temp table:
247 $this->temporaryTables['dedupe_copy_2'] = CRM_Utils_SQL_TempTable::build()
248 ->setCategory('dedupe')
249 ->createWithQuery("SELECT * FROM {$this->temporaryTables['dedupe']} WHERE weight >= {$weightSum}")
250 ->getName();
251 // After the union, use that new temp table:
252 $part1 = substr($query, 0, $matches[1][1]);
253 $query = $part1 . str_replace($this->temporaryTables['dedupe_copy'], $this->temporaryTables['dedupe_copy_2'], substr($query, $matches[1][1]));
254 }
255 }
256 $searchWithinDupes = 1;
257
258 // construct and execute the intermediate query
259 $query = "{$insertClause} {$query} {$groupByClause} ON DUPLICATE KEY UPDATE weight = weight + VALUES(weight)";
260 $dao = CRM_Core_DAO::executeQuery($query);
261
262 // FIXME: we need to be more acurate with affected rows, especially for insert vs duplicate insert.
263 // And that will help optimize further.
264 $affectedRows = $dao->affectedRows();
265
266 // In an inclusive situation, failure of any query means no further processing -
267 if ($affectedRows == 0) {
268 // reset to make sure no further execution is done.
269 $tableQueries = [];
270 break;
271 }
272 $weightSum = substr($fieldWeight, strrpos($fieldWeight, '.') + 1) + $weightSum;
273 }
274 // An exclusive situation -
275 }
276 elseif (!$isDie) {
277 // since queries are already sorted by weights, we can continue as is
278 $fieldWeight = array_keys($tableQueries);
279 $fieldWeight = $fieldWeight[0];
280 $query = array_shift($tableQueries);
281 $query = "{$insertClause} {$query} {$groupByClause} ON DUPLICATE KEY UPDATE weight = weight + VALUES(weight)";
282 $dao = CRM_Core_DAO::executeQuery($query);
283 if ($dao->affectedRows() >= 1) {
284 $exclWeightSum[] = substr($fieldWeight, strrpos($fieldWeight, '.') + 1);
285 }
286 }
287 else {
288 // its a die situation
289 break;
290 }
291 }
292 }
293
294 /**
295 * Function to determine if a given query set contains inclusive or exclusive set of weights.
296 * The function assumes that the query set is already ordered by weight in desc order.
297 * @param $tableQueries
298 * @param $threshold
299 * @param array $exclWeightSum
300 *
301 * @return array
302 */
303 public static function isQuerySetInclusive($tableQueries, $threshold, $exclWeightSum = []) {
304 $input = [];
305 foreach ($tableQueries as $key => $query) {
306 $input[] = substr($key, strrpos($key, '.') + 1);
307 }
308
309 if (!empty($exclWeightSum)) {
310 $input = array_merge($input, $exclWeightSum);
311 rsort($input);
312 }
313
314 if (count($input) == 1) {
315 return [FALSE, $input[0] < $threshold];
316 }
317
318 $totalCombinations = 0;
319 for ($i = 0; $i < count($input); $i++) {
320 $combination = [$input[$i]];
321 if (array_sum($combination) >= $threshold) {
322 $totalCombinations++;
323 continue;
324 }
325 for ($j = $i + 1; $j < count($input); $j++) {
326 $combination[] = $input[$j];
327 if (array_sum($combination) >= $threshold) {
328 $totalCombinations++;
329 }
330 }
331 }
332 return [$totalCombinations == 1, $totalCombinations <= 0];
333 }
334
335 /**
336 * sort queries by number of records for the table associated with them.
337 * @param $tableQueries
338 */
339 public static function orderByTableCount(&$tableQueries) {
340 static $tableCount = [];
341
342 $tempArray = [];
343 foreach ($tableQueries as $key => $query) {
344 $table = explode(".", $key);
345 $table = $table[0];
346 if (!array_key_exists($table, $tableCount)) {
347 $query = "SELECT COUNT(*) FROM {$table}";
348 $tableCount[$table] = CRM_Core_DAO::singleValueQuery($query);
349 }
350 $tempArray[$key] = $tableCount[$table];
351 }
352
353 asort($tempArray);
354 foreach ($tempArray as $key => $count) {
355 $tempArray[$key] = $tableQueries[$key];
356 }
357 $tableQueries = $tempArray;
358 }
359
360 /**
361 * Return the SQL query for getting only the interesting results out of the dedupe table.
362 *
363 * @$checkPermission boolean $params a flag to indicate if permission should be considered.
364 * default is to always check permissioning but public pages for example might not want
365 * permission to be checked for anonymous users. Refer CRM-6211. We might be beaking
366 * Multi-Site dedupe for public pages.
367 *
368 * @param bool $checkPermission
369 *
370 * @return string
371 */
372 public function thresholdQuery($checkPermission = TRUE) {
373 $this->_aclFrom = '';
374 $aclWhere = '';
375
376 if ($this->params && !$this->noRules) {
377 if ($checkPermission) {
378 list($this->_aclFrom, $aclWhere) = CRM_Contact_BAO_Contact_Permission::cacheClause('civicrm_contact');
379 $aclWhere = $aclWhere ? "AND {$aclWhere}" : '';
380 }
381 $query = "SELECT {$this->temporaryTables['dedupe']}.id1 as id
382 FROM {$this->temporaryTables['dedupe']} JOIN civicrm_contact ON {$this->temporaryTables['dedupe']}.id1 = civicrm_contact.id {$this->_aclFrom}
383 WHERE contact_type = '{$this->contact_type}' AND is_deleted = 0 $aclWhere
384 AND weight >= {$this->threshold}";
385 }
386 else {
387 $aclWhere = '';
388 if ($checkPermission) {
389 list($this->_aclFrom, $aclWhere) = CRM_Contact_BAO_Contact_Permission::cacheClause(['c1', 'c2']);
390 $aclWhere = $aclWhere ? "AND {$aclWhere}" : '';
391 }
392 $query = "SELECT IF({$this->temporaryTables['dedupe']}.id1 < {$this->temporaryTables['dedupe']}.id2, {$this->temporaryTables['dedupe']}.id1, {$this->temporaryTables['dedupe']}.id2) as id1,
393 IF({$this->temporaryTables['dedupe']}.id1 < {$this->temporaryTables['dedupe']}.id2, {$this->temporaryTables['dedupe']}.id2, {$this->temporaryTables['dedupe']}.id1) as id2, {$this->temporaryTables['dedupe']}.weight
394 FROM {$this->temporaryTables['dedupe']} JOIN civicrm_contact c1 ON {$this->temporaryTables['dedupe']}.id1 = c1.id
395 JOIN civicrm_contact c2 ON {$this->temporaryTables['dedupe']}.id2 = c2.id {$this->_aclFrom}
396 LEFT JOIN civicrm_dedupe_exception exc ON {$this->temporaryTables['dedupe']}.id1 = exc.contact_id1 AND {$this->temporaryTables['dedupe']}.id2 = exc.contact_id2
397 WHERE c1.contact_type = '{$this->contact_type}' AND
398 c2.contact_type = '{$this->contact_type}'
399 AND c1.is_deleted = 0 AND c2.is_deleted = 0
400 {$aclWhere}
401 AND weight >= {$this->threshold} AND exc.contact_id1 IS NULL";
402 }
403
404 CRM_Utils_Hook::dupeQuery($this, 'threshold', $query);
405 return $query;
406 }
407
408 /**
409 * find fields related to a rule group.
410 *
411 * @param array $params
412 *
413 * @return array
414 * (rule field => weight) array and threshold associated to rule group
415 */
416 public static function dedupeRuleFieldsWeight($params) {
417 $rgBao = new CRM_Dedupe_BAO_DedupeRuleGroup();
418 $rgBao->contact_type = $params['contact_type'];
419 if (!empty($params['id'])) {
420 // accept an ID if provided
421 $rgBao->id = $params['id'];
422 }
423 else {
424 $rgBao->used = $params['used'];
425 }
426 $rgBao->find(TRUE);
427
428 $ruleBao = new CRM_Dedupe_BAO_DedupeRule();
429 $ruleBao->dedupe_rule_group_id = $rgBao->id;
430 $ruleBao->find();
431 $ruleFields = [];
432 while ($ruleBao->fetch()) {
433 $field_name = $ruleBao->rule_field;
434 if ($field_name == 'phone_numeric') {
435 $field_name = 'phone';
436 }
437 $ruleFields[$field_name] = $ruleBao->rule_weight;
438 }
439
440 return [$ruleFields, $rgBao->threshold];
441 }
442
443 /**
444 * Get all of the combinations of fields that would work with a rule.
445 *
446 * @param array $rgFields
447 * @param int $threshold
448 * @param array $combos
449 * @param array $running
450 */
451 public static function combos($rgFields, $threshold, &$combos, $running = []) {
452 foreach ($rgFields as $rgField => $weight) {
453 unset($rgFields[$rgField]);
454 $diff = $threshold - $weight;
455 $runningnow = $running;
456 $runningnow[] = $rgField;
457 if ($diff > 0) {
458 self::combos($rgFields, $diff, $combos, $runningnow);
459 }
460 else {
461 $combos[] = $runningnow;
462 }
463 }
464 }
465
466 /**
467 * Get an array of rule group id to rule group name
468 * for all th groups for that contactType. If contactType
469 * not specified, do it for all
470 *
471 * @param string $contactType
472 * Individual, Household or Organization.
473 *
474 *
475 * @return array
476 * id => "nice name" of rule group
477 */
478 public static function getByType($contactType = NULL) {
479 $dao = new CRM_Dedupe_DAO_DedupeRuleGroup();
480
481 if ($contactType) {
482 $dao->contact_type = $contactType;
483 }
484
485 $dao->find();
486 $result = [];
487 while ($dao->fetch()) {
488 $title = !empty($dao->title) ? $dao->title : (!empty($dao->name) ? $dao->name : $dao->contact_type);
489
490 $name = "$title - {$dao->used}";
491 $result[$dao->id] = $name;
492 }
493 return $result;
494 }
495
496 /**
497 * Get the cached contact type for a particular rule group.
498 *
499 * @param int $rule_group_id
500 *
501 * @return string
502 */
503 public static function getContactTypeForRuleGroup($rule_group_id) {
504 if (!isset(\Civi::$statics[__CLASS__]) || !isset(\Civi::$statics[__CLASS__]['rule_groups'])) {
505 \Civi::$statics[__CLASS__]['rule_groups'] = [];
506 }
507 if (empty(\Civi::$statics[__CLASS__]['rule_groups'][$rule_group_id])) {
508 \Civi::$statics[__CLASS__]['rule_groups'][$rule_group_id]['contact_type'] = CRM_Core_DAO::getFieldValue(
509 'CRM_Dedupe_DAO_DedupeRuleGroup',
510 $rule_group_id,
511 'contact_type'
512 );
513 }
514
515 return \Civi::$statics[__CLASS__]['rule_groups'][$rule_group_id]['contact_type'];
516 }
517
518 }