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28 namespace Civi\ActionSchedule
;
31 * Class RecipientBuilder
32 * @package Civi\ActionSchedule
34 * The RecipientBuilder prepares a list of recipients based on an action-schedule.
36 * This is a four-step process, with different steps depending on:
38 * (a) How the recipient is identified. Sometimes recipients are identified based
39 * on their relations (e.g. selecting the assignees of an activity or the
40 * participants of an event), and sometimes they are manually added using
41 * a flat contact list (e.g. with a contact ID or group ID).
42 * (b) Whether this is the first reminder or a follow-up/repeated reminder.
44 * The permutations of these (a)+(b) produce four phases -- RELATION_FIRST,
45 * RELATION_REPEAT, ADDITION_FIRST, ADDITION_REPEAT.
47 * Each phase requires running a complex query. As a general rule,
48 * MappingInterface::createQuery() produces a base query, and the RecipientBuilder
49 * appends extra bits (JOINs/WHEREs/GROUP BYs) depending on which step is running.
51 * For example, suppose we want to send reminders to anyone who registers for
52 * a "Conference" or "Exhibition" event with the 'pay later' option, and we want
53 * to fire the reminders X days after the registration date. The
54 * MappingInterface::createQuery() could return a query like:
57 * CRM_Utils_SQL_Select::from('civicrm_participant e')
58 * ->join('event', 'INNER JOIN civicrm_event event ON e.event_id = event.id')
59 * ->where('e.is_pay_later = 1')
60 * ->where('event.event_type_id IN (#myEventTypes)')
61 * ->param('myEventTypes', array(2, 5))
62 * ->param('casDateField', 'e.register_date')
63 * ->param($defaultParams)
67 * In the RELATION_FIRST phase, RecipientBuilder adds a LEFT-JOIN+WHERE to find
68 * participants who have *not* yet received any reminder, and filters those
69 * participants based on whether X days have passed since "e.register_date".
71 * Notice that the query may define several SQL elements directly (eg
72 * via `from()`, `where()`, `join()`, `groupBy()`). Additionally, it
73 * must define some parameters (eg `casDateField`). These parameters will be
74 * read by RecipientBuilder and used in other parts of the query.
76 * At time of writing, these parameters are required:
77 * - casAddlCheckFrom: string, SQL FROM expression
78 * - casContactIdField: string, SQL column expression
79 * - casDateField: string, SQL column expression
80 * - casEntityIdField: string, SQL column expression
82 * Some parameters are optional:
83 * - casContactTableAlias: string, SQL table alias
84 * - casAnniversaryMode: bool
85 * - casUseReferenceDate: bool
87 * Additionally, some parameters are automatically predefined:
89 * - casMappingEntity: string, SQL table name
91 * - casActionScheduleId: int
93 * Note: Any parameters defined by the core Civi\ActionSchedule subsystem
94 * use the prefix `cas`. If you define new parameters (like `myEventTypes`
95 * above), then use a different name (to avoid conflicts).
97 class RecipientBuilder
{
102 * Generate action_log's for new, first-time alerts to related contacts.
104 * @see buildRelFirstPass
106 const PHASE_RELATION_FIRST
= 'rel-first';
109 * Generate action_log's for new, first-time alerts to additional contacts.
111 * @see buildAddlFirstPass
113 const PHASE_ADDITION_FIRST
= 'addl-first';
116 * Generate action_log's for repeated, follow-up alerts to related contacts.
118 * @see buildRelRepeatPass
120 const PHASE_RELATION_REPEAT
= 'rel-repeat';
123 * Generate action_log's for repeated, follow-up alerts to additional contacts.
125 * @see buildAddlRepeatPass
127 const PHASE_ADDITION_REPEAT
= 'addl-repeat';
130 * @var \CRM_Core_DAO_ActionSchedule
132 private $actionSchedule;
135 * @var MappingInterface
141 * @param \CRM_Core_DAO_ActionSchedule $actionSchedule
142 * @param MappingInterface $mapping
144 public function __construct($now, $actionSchedule, $mapping) {
146 $this->actionSchedule
= $actionSchedule;
147 $this->mapping
= $mapping;
151 * Fill the civicrm_action_log with any new/missing TODOs.
153 * @throws \CRM_Core_Exception
155 public function build() {
156 $this->buildRelFirstPass();
158 if ($this->prepareAddlFilter('c.id')) {
159 $this->buildAddlFirstPass();
162 if ($this->actionSchedule
->is_repeat
) {
163 $this->buildRelRepeatPass();
166 if ($this->actionSchedule
->is_repeat
&& $this->prepareAddlFilter('c.id')) {
167 $this->buildAddlRepeatPass();
172 * Generate action_log's for new, first-time alerts to related contacts.
176 protected function buildRelFirstPass() {
177 $query = $this->prepareQuery(self
::PHASE_RELATION_FIRST
);
179 $startDateClauses = $this->prepareStartDateClauses();
181 $firstQuery = $query->copy()
182 ->merge($this->selectIntoActionLog(self
::PHASE_RELATION_FIRST
, $query))
183 ->merge($this->joinReminder('LEFT JOIN', 'rel', $query))
184 ->where("reminder.id IS NULL")
185 ->where($startDateClauses)
188 \CRM_Core_DAO
::executeQuery($firstQuery);
190 // In some cases reference_date got outdated due to many reason e.g. In Membership renewal end_date got extended
191 // which means reference date mismatches with the end_date where end_date may be used as the start_action_date
192 // criteria for some schedule reminder so in order to send new reminder we INSERT new reminder with new reference_date
193 // value via UNION operation
194 if (!empty($query['casUseReferenceDate'])) {
195 $referenceQuery = $query->copy()
196 ->merge($this->selectIntoActionLog(self
::PHASE_RELATION_FIRST
, $query))
197 ->merge($this->joinReminder('LEFT JOIN', 'rel', $query))
198 ->where("reminder.id IS NOT NULL")
199 ->where($startDateClauses)
200 ->where("reminder.action_date_time IS NOT NULL AND reminder.reference_date IS NOT NULL")
201 ->groupBy("reminder.id, reminder.reference_date")
202 ->having("reminder.id = MAX(reminder.id) AND reminder.reference_date <> !casDateField")
205 \CRM_Core_DAO
::executeQuery($referenceQuery);
210 * Generate action_log's for new, first-time alerts to additional contacts.
214 protected function buildAddlFirstPass() {
215 $query = $this->prepareQuery(self
::PHASE_ADDITION_FIRST
);
217 $insertAdditionalSql = \CRM_Utils_SQL_Select
::from("civicrm_contact c")
218 ->merge($query, array('params'))
219 ->merge($this->selectIntoActionLog(self
::PHASE_ADDITION_FIRST
, $query))
220 ->merge($this->joinReminder('LEFT JOIN', 'addl', $query))
221 ->where('reminder.id IS NULL')
222 ->where("c.is_deleted = 0 AND c.is_deceased = 0")
223 ->merge($this->prepareAddlFilter('c.id'))
224 ->where("c.id NOT IN (
225 SELECT rem.contact_id
226 FROM civicrm_action_log rem INNER JOIN {$this->mapping->getEntity()} e ON rem.entity_id = e.id
227 WHERE rem.action_schedule_id = {$this->actionSchedule->id}
228 AND rem.entity_table = '{$this->mapping->getEntity()}'
230 // Where does e.id come from here? ^^^
234 \CRM_Core_DAO
::executeQuery($insertAdditionalSql);
238 * Generate action_log's for repeated, follow-up alerts to related contacts.
240 * @throws \CRM_Core_Exception
243 protected function buildRelRepeatPass() {
244 $query = $this->prepareQuery(self
::PHASE_RELATION_REPEAT
);
245 $startDateClauses = $this->prepareStartDateClauses();
247 // CRM-15376 - do not send our reminders if original criteria no longer applies
248 // the first part of the startDateClause array is the earliest the reminder can be sent. If the
249 // event (e.g membership_end_date) has changed then the reminder may no longer apply
250 // @todo - this only handles events that get moved later. Potentially they might get moved earlier
251 $repeatInsert = $query
252 ->merge($this->joinReminder('INNER JOIN', 'rel', $query))
253 ->merge($this->selectActionLogFields(self
::PHASE_RELATION_REPEAT
, $query))
254 ->select("MAX(reminder.action_date_time) as latest_log_time")
255 ->merge($this->prepareRepetitionEndFilter($query['casDateField']))
256 ->where($this->actionSchedule
->start_action_date ?
$startDateClauses[0] : array())
257 ->groupBy("reminder.contact_id, reminder.entity_id, reminder.entity_table")
258 ->having("TIMESTAMPDIFF(HOUR, latest_log_time, CAST(!casNow AS datetime)) >= TIMESTAMPDIFF(HOUR, latest_log_time, DATE_ADD(latest_log_time, INTERVAL !casRepetitionInterval))")
260 'casRepetitionInterval' => $this->parseRepetitionInterval(),
265 // For unknown reasons, we manually insert each row. Why not change
266 // selectActionLogFields() to selectIntoActionLog() above?
268 $arrValues = \CRM_Core_DAO
::executeQuery($repeatInsert)->fetchAll();
270 \CRM_Core_DAO
::executeQuery(
271 \CRM_Utils_SQL_Insert
::into('civicrm_action_log')
272 ->columns(array('contact_id', 'entity_id', 'entity_table', 'action_schedule_id'))
280 * Generate action_log's for repeated, follow-up alerts to additional contacts.
282 * @throws \CRM_Core_Exception
285 protected function buildAddlRepeatPass() {
286 $query = $this->prepareQuery(self
::PHASE_ADDITION_REPEAT
);
288 $addlCheck = \CRM_Utils_SQL_Select
::from($query['casAddlCheckFrom'])
290 ->merge($query, array('wheres'))// why only where? why not the joins?
291 ->merge($this->prepareRepetitionEndFilter($query['casDateField']))
296 $daoCheck = \CRM_Core_DAO
::executeQuery($addlCheck);
297 if ($daoCheck->fetch()) {
298 $repeatInsertAddl = \CRM_Utils_SQL_Select
::from('civicrm_contact c')
299 ->merge($this->selectActionLogFields(self
::PHASE_ADDITION_REPEAT
, $query))
300 ->merge($this->joinReminder('INNER JOIN', 'addl', $query))
301 ->select("MAX(reminder.action_date_time) as latest_log_time")
302 ->merge($this->prepareAddlFilter('c.id'))
303 ->where("c.is_deleted = 0 AND c.is_deceased = 0")
304 ->groupBy("reminder.contact_id")
305 ->having("TIMESTAMPDIFF(HOUR, latest_log_time, CAST(!casNow AS datetime)) >= TIMESTAMPDIFF(HOUR, latest_log_time, DATE_ADD(latest_log_time, INTERVAL !casRepetitionInterval)")
307 'casRepetitionInterval' => $this->parseRepetitionInterval(),
312 // For unknown reasons, we manually insert each row. Why not change
313 // selectActionLogFields() to selectIntoActionLog() above?
315 $addValues = \CRM_Core_DAO
::executeQuery($repeatInsertAddl)->fetchAll();
317 \CRM_Core_DAO
::executeQuery(
318 \CRM_Utils_SQL_Insert
::into('civicrm_action_log')
319 ->columns(array('contact_id', 'entity_id', 'entity_table', 'action_schedule_id'))
328 * @param string $phase
329 * @return \CRM_Utils_SQL_Select
330 * @throws \CRM_Core_Exception
332 protected function prepareQuery($phase) {
333 $defaultParams = array(
334 'casActionScheduleId' => $this->actionSchedule
->id
,
335 'casMappingId' => $this->mapping
->getId(),
336 'casMappingEntity' => $this->mapping
->getEntity(),
337 'casNow' => $this->now
,
340 /** @var \CRM_Utils_SQL_Select $query */
341 $query = $this->mapping
->createQuery($this->actionSchedule
, $phase, $defaultParams);
343 if ($this->actionSchedule
->limit_to
/*1*/) {
344 $query->merge($this->prepareContactFilter($query['casContactIdField']));
347 if (empty($query['casContactTableAlias'])) {
348 $query['casContactTableAlias'] = 'c';
349 $query->join('c', "INNER JOIN civicrm_contact c ON c.id = !casContactIdField AND c.is_deleted = 0 AND c.is_deceased = 0 ");
351 $multilingual = \CRM_Core_I18n
::isMultilingual();
352 if ($multilingual && !empty($this->actionSchedule
->filter_contact_language
)) {
353 $query->where($this->prepareLanguageFilter($query['casContactTableAlias']));
360 * Parse repetition interval.
364 protected function parseRepetitionInterval() {
365 $actionSchedule = $this->actionSchedule
;
366 if ($actionSchedule->repetition_frequency_unit
== 'day') {
367 $interval = "{$actionSchedule->repetition_frequency_interval} DAY";
369 elseif ($actionSchedule->repetition_frequency_unit
== 'week') {
370 $interval = "{$actionSchedule->repetition_frequency_interval} WEEK";
372 elseif ($actionSchedule->repetition_frequency_unit
== 'month') {
373 $interval = "{$actionSchedule->repetition_frequency_interval} MONTH";
375 elseif ($actionSchedule->repetition_frequency_unit
== 'year') {
376 $interval = "{$actionSchedule->repetition_frequency_interval} YEAR";
379 $interval = "{$actionSchedule->repetition_frequency_interval} HOUR";
385 * Prepare filter options for limiting by contact ID or group ID.
387 * @param string $contactIdField
388 * @return \CRM_Utils_SQL_Select
390 protected function prepareContactFilter($contactIdField) {
391 $actionSchedule = $this->actionSchedule
;
393 if ($actionSchedule->group_id
) {
394 if ($this->isSmartGroup($actionSchedule->group_id
)) {
395 // Check that the group is in place in the cache and up to date
396 \CRM_Contact_BAO_GroupContactCache
::check($actionSchedule->group_id
);
397 return \CRM_Utils_SQL_Select
::fragment()
398 ->join('grp', "INNER JOIN civicrm_group_contact_cache grp ON {$contactIdField} = grp.contact_id")
399 ->where(" grp.group_id IN ({$actionSchedule->group_id})");
402 return \CRM_Utils_SQL_Select
::fragment()
403 ->join('grp', " INNER JOIN civicrm_group_contact grp ON {$contactIdField} = grp.contact_id AND grp.status = 'Added'")
404 ->where(" grp.group_id IN ({$actionSchedule->group_id})");
407 elseif (!empty($actionSchedule->recipient_manual
)) {
408 $rList = \CRM_Utils_Type
::escape($actionSchedule->recipient_manual
, 'String');
409 return \CRM_Utils_SQL_Select
::fragment()
410 ->where("{$contactIdField} IN ({$rList})");
416 * Prepare language filter.
418 * @param string $contactTableAlias
421 protected function prepareLanguageFilter($contactTableAlias) {
422 $actionSchedule = $this->actionSchedule
;
424 // get language filter for the schedule
425 $filter_contact_language = explode(\CRM_Core_DAO
::VALUE_SEPARATOR
, $actionSchedule->filter_contact_language
);
427 if (($key = array_search(\CRM_Core_I18n
::NONE
, $filter_contact_language)) !== FALSE) {
428 $w .= "{$contactTableAlias}.preferred_language IS NULL OR {$contactTableAlias}.preferred_language = '' OR ";
429 unset($filter_contact_language[$key]);
431 if (count($filter_contact_language) > 0) {
432 $w .= "{$contactTableAlias}.preferred_language IN ('" . implode("','", $filter_contact_language) . "')";
441 protected function prepareStartDateClauses() {
442 $actionSchedule = $this->actionSchedule
;
443 $startDateClauses = array();
444 if ($actionSchedule->start_action_date
) {
445 $op = ($actionSchedule->start_action_condition
== 'before' ?
'<=' : '>=');
446 $operator = ($actionSchedule->start_action_condition
== 'before' ?
'DATE_SUB' : 'DATE_ADD');
447 $date = $operator . "(!casDateField, INTERVAL {$actionSchedule->start_action_offset} {$actionSchedule->start_action_unit})";
448 $startDateClauses[] = "'!casNow' >= {$date}";
449 // This is weird. Waddupwidat?
450 if ($this->mapping
->getEntity() == 'civicrm_participant') {
451 $startDateClauses[] = $operator . "(!casNow, INTERVAL 1 DAY ) {$op} " . '!casDateField';
454 $startDateClauses[] = "DATE_SUB(!casNow, INTERVAL 1 DAY ) <= {$date}";
457 elseif ($actionSchedule->absolute_date
) {
458 $startDateClauses[] = "DATEDIFF(DATE('!casNow'),'{$actionSchedule->absolute_date}') = 0";
460 return $startDateClauses;
464 * @param int $groupId
467 protected function isSmartGroup($groupId) {
468 // Then decide which table to join onto the query
469 $group = \CRM_Contact_DAO_Group
::getTableName();
471 // Get the group information
473 SELECT $group.id, $group.cache_date, $group.saved_search_id, $group.children
475 WHERE $group.id = {$groupId}
478 $groupDAO = \CRM_Core_DAO
::executeQuery($sql);
480 $groupDAO->fetch() &&
481 !empty($groupDAO->saved_search_id
)
489 * @param string $dateField
490 * @return \CRM_Utils_SQL_Select
492 protected function prepareRepetitionEndFilter($dateField) {
493 $repeatEventDateExpr = ($this->actionSchedule
->end_action
== 'before' ?
'DATE_SUB' : 'DATE_ADD')
494 . "({$dateField}, INTERVAL {$this->actionSchedule->end_frequency_interval} {$this->actionSchedule->end_frequency_unit})";
496 return \CRM_Utils_SQL_Select
::fragment()
497 ->where("@casNow <= !repetitionEndDate")
499 '!repetitionEndDate' => $repeatEventDateExpr,
504 * @param string $contactIdField
505 * @return \CRM_Utils_SQL_Select|null
507 protected function prepareAddlFilter($contactIdField) {
508 $contactAddlFilter = NULL;
509 if ($this->actionSchedule
->limit_to
!== NULL && !$this->actionSchedule
->limit_to
/*0*/) {
510 $contactAddlFilter = $this->prepareContactFilter($contactIdField);
512 return $contactAddlFilter;
516 * Generate a query fragment like for populating
519 * "SELECT contact_id, entity_id, entity_table, action schedule_id"
521 * @param string $phase
522 * @param \CRM_Utils_SQL_Select $query
523 * @return \CRM_Utils_SQL_Select
524 * @throws \CRM_Core_Exception
526 protected function selectActionLogFields($phase, $query) {
528 case self
::PHASE_RELATION_FIRST
:
529 case self
::PHASE_RELATION_REPEAT
:
530 $fragment = \CRM_Utils_SQL_Select
::fragment();
531 // CRM-15376: We are not tracking the reference date for 'repeated' schedule reminders.
532 if (!empty($query['casUseReferenceDate'])) {
533 $fragment->select($query['casDateField']);
537 "!casContactIdField as contact_id",
538 "!casEntityIdField as entity_id",
539 "@casMappingEntity as entity_table",
540 "#casActionScheduleId as action_schedule_id",
545 case self
::PHASE_ADDITION_FIRST
:
546 case self
::PHASE_ADDITION_REPEAT
:
547 $fragment = \CRM_Utils_SQL_Select
::fragment();
550 "c.id as contact_id",
552 "'civicrm_contact' as entity_table",
553 "#casActionScheduleId as action_schedule_id",
559 throw new \
CRM_Core_Exception("Unrecognized phase: $phase");
565 * Generate a query fragment like for populating
568 * "INSERT INTO civicrm_action_log (...) SELECT (...)"
570 * @param string $phase
571 * @param \CRM_Utils_SQL_Select $query
572 * @return \CRM_Utils_SQL_Select
573 * @throws \CRM_Core_Exception
575 protected function selectIntoActionLog($phase, $query) {
576 $actionLogColumns = array(
580 "action_schedule_id",
582 if ($phase === self
::PHASE_RELATION_FIRST ||
$phase === self
::PHASE_RELATION_REPEAT
) {
583 if (!empty($query['casUseReferenceDate'])) {
584 array_unshift($actionLogColumns, 'reference_date');
588 return $this->selectActionLogFields($phase, $query)
589 ->insertInto('civicrm_action_log', $actionLogColumns);
593 * Add a JOIN clause like "INNER JOIN civicrm_action_log reminder ON...".
595 * @param string $joinType
596 * Join type (eg INNER JOIN, LEFT JOIN).
599 * @param \CRM_Utils_SQL_Select $query
600 * @return \CRM_Utils_SQL_Select
601 * @throws \CRM_Core_Exception
603 protected function joinReminder($joinType, $for, $query) {
606 $contactIdField = $query['casContactIdField'];
607 $entityName = $this->mapping
->getEntity();
608 $entityIdField = $query['casEntityIdField'];
612 $contactIdField = 'c.id';
613 $entityName = 'civicrm_contact';
614 $entityIdField = 'c.id';
618 throw new \
CRM_Core_Exception("Unrecognized 'for': $for");
621 $joinClause = "civicrm_action_log reminder ON reminder.contact_id = {$contactIdField} AND
622 reminder.entity_id = {$entityIdField} AND
623 reminder.entity_table = '{$entityName}' AND
624 reminder.action_schedule_id = {$this->actionSchedule->id}";
626 // Why do we only include anniversary clause for 'rel' queries?
627 if ($for === 'rel' && !empty($query['casAnniversaryMode'])) {
628 // only consider reminders less than 11 months ago
629 $joinClause .= " AND reminder.action_date_time > DATE_SUB(!casNow, INTERVAL 11 MONTH)";
632 return \CRM_Utils_SQL_Select
::fragment()->join("reminder", "$joinType $joinClause");