CLM: Reminders for potentially outdated content

backend/news/330.feature

@@ -0,0 +1 @@
+Implemented content review & reminders features. @jntpk

backend/scripts/review_reminder.py

@@ -0,0 +1,10 @@
+from kitconcept.intranet.utils.review_due_notifier import nofity_reviewer
+from plone import api
+from zope.component.hooks import setSite
+
+
+portal = app.Plone
+setSite(portal)
+
+with api.env.adopt_roles(["Manager"]):
+    nofity_reviewer(portal)

backend/src/kitconcept/intranet/behaviors/configure.zcml

@@ -48,6 +48,13 @@
       provides=".person.IPersonBehavior"
       />
 
+  <plone:behavior
+      name="kitconcept.intranet.content_review"
+      title="CLM: Reminders for potentially outdated content"
+      description="Fields for reviewing content (part of CLM)"
+      provides=".content_review.IContentReview"
+      />
+
   <utility
       factory=".person.AcademicTitleFirstLastName"
       name="academic_title_first_last"

backend/src/kitconcept/intranet/behaviors/content_review.py

@@ -0,0 +1,96 @@
+from kitconcept.intranet import _
+from kitconcept.intranet.utils.calc_due_date import calc_due_date
+from plone import api
+from plone.autoform.interfaces import IFormFieldProvider
+from plone.supermodel import model
+from zope import schema
+from zope.interface import Invalid
+from zope.interface import invariant
+from zope.interface import provider
+from zope.schema.interfaces import IContextAwareDefaultFactory
+
+
+@provider(IContextAwareDefaultFactory)
+def default_review_interval(context) -> str:
+    return api.portal.get_registry_record(
+        "kitconcept.intranet.content_review_default_interval"
+    )
+
+
+@provider(IFormFieldProvider)
+class IContentReview(model.Schema):
+    """Content Review behavior"""
+
+    model.fieldset(
+        "Content Review & Reminders",
+        label=_("label_review_fieldset", "Content Review & Reminders"),
+        fields=[
+            "review_timeless",
+            "review_status",
+            "review_interval",
+            "review_assignee",
+            "review_due_date",
+            "review_completed_date",
+        ],
+    )
+
+    review_timeless = schema.Bool(
+        title=_(
+            "label_review_timeless",
+            default="Timeless content - exclude from review reminders",
+        ),
+        required=False,
+        default=False,
+    )
+
+    review_status = schema.Choice(
+        title=_("label_review_status", default="Status"),
+        values=("Up-to-date", "Due", "Changes requested"),
+        default="Up-to-date",
+        required=False,
+        readonly=True,
+    )
+
+    review_interval = schema.Choice(
+        title=_("label_review_interval", default="Review Interval"),
+        vocabulary="kitconcept.intranet.vocabularies.content_review_intervals",
+        required=False,
+        defaultFactory=default_review_interval,
+    )
+
+    review_assignee = schema.Choice(
+        title=_("label_review_assignee", default="Reviewer"),
+        description=_(
+            "help_review_assignee",
+            default="... will be notified as soon as the review is due. Unless otherwise specified, the content owner is considered the responsible person.",
+        ),
+        vocabulary="plone.app.vocabularies.Users",
+        required=False,
+    )
+
+    review_due_date = schema.Date(
+        title=_("label_review_due_date", default="Next review on"),
+        required=False,
+        defaultFactory=calc_due_date,
+    )
+
+    review_completed_date = schema.Date(
+        title=_("label_review_completed_date", default="Last review on"),
+        required=False,
+        readonly=True,
+    )
+
+    review_comment = schema.Text(
+        title=_("label_review_comment", default="Comment"),
+        required=False,
+        readonly=True,
+    )
+
+    @invariant
+    def validate_due_date_field(data):
+        is_timeless = getattr(data, "review_timeless", False)
+        has_due_date = getattr(data, "review_due_date", None)
+        if not is_timeless and not has_due_date:
+            raise Invalid("You have to set a due date if the content is not timeless")
+        elif is_timeless and has_due_date:
+            raise Invalid("Cannot set due date if content is timeless")

backend/src/kitconcept/intranet/behaviors/location.py

@@ -3,8 +3,8 @@
 from plone.autoform.directives import order_after
 from plone.autoform.interfaces import IFormFieldProvider
 from plone.supermodel import model
-from zope.interface import provider
 from zope import schema
+from zope.interface import provider
 
 
 @provider(IFormFieldProvider)

backend/src/kitconcept/intranet/behaviors/organisational_unit.py

@@ -3,8 +3,8 @@
 from plone.autoform.directives import order_after
 from plone.autoform.interfaces import IFormFieldProvider
 from plone.supermodel import model
-from zope.interface import provider
 from zope import schema
+from zope.interface import provider
 
 
 @provider(IFormFieldProvider)

backend/src/kitconcept/intranet/controlpanels/intranet.py

@@ -87,6 +87,13 @@ class IIntranetSettings(Interface):
         defaultFactory=list,
     )
 
+    content_review_default_interval = schema.Choice(
+        title=_("Default review interval"),
+        vocabulary="kitconcept.intranet.vocabularies.content_review_intervals",
+        required=True,
+        default="6m",
+    )
+
 
 class IntranetSettingsEditForm(RegistryEditForm):
     schema = IIntranetSettings

backend/src/kitconcept/intranet/profiles/default/catalog.xml

@@ -41,4 +41,17 @@
     <indexed_attr value="responsibilities" />
   </index>
 
+  <!-- Field indexes for IContentReview behavior -->
+  <index meta_type="FieldIndex"
+         name="review_status"
+  >
+    <indexed_attr value="review_status" />
+  </index>
+
+  <index meta_type="FieldIndex"
+         name="review_due_date"
+  >
+    <indexed_attr value="review_due_date" />
+  </index>
+
 </object>

backend/src/kitconcept/intranet/profiles/default/metadata.xml

@@ -1,6 +1,6 @@
 <?xml version="1.0" encoding="utf-8"?>
 <metadata>
-  <version>20260318001</version>
+  <version>20260401001</version>
   <dependencies>
     <dependency>plone.app.discussion:default</dependency>
     <dependency>profile-kitconcept.contactblock:default</dependency>

backend/src/kitconcept/intranet/profiles/default/registry/querystring.xml

@@ -82,4 +82,24 @@
     <value key="widget" />
   </records>
 
+  <!-- Content Review -->
+  <records interface="plone.app.querystring.interfaces.IQueryField"
+           prefix="plone.app.querystring.field.review_status"
+  >
+    <value key="title"
+           i18n:translate="label_review_status"
+    >Review status</value>
+    <value key="description"
+           i18n:translate="help_review_status_filter"
+    >Filter by review status</value>
+    <value key="enabled">True</value>
+    <value key="sortable">False</value>
+    <value key="operations">
+      <element>plone.app.querystring.operation.selection.any</element>
+    </value>
+    <value key="group"
+           i18n:translate=""
+    >Review</value>
+  </records>
+
 </registry>

backend/src/kitconcept/intranet/profiles/default/types/Document.xml

@@ -16,6 +16,7 @@
     />
     <element value="kitconcept.intranet.clm" />
     <element value="kitconcept.intranet.votes" />
+    <element value="kitconcept.intranet.content_review" />
   </property>
 
 </object>

backend/src/kitconcept/intranet/profiles/default/types/Event.xml

@@ -17,6 +17,7 @@
     <element value="kitconcept.intranet.location" />
     <element value="kitconcept.intranet.organisational_unit" />
     <element value="kitconcept.intranet.votes" />
+    <element value="kitconcept.intranet.content_review" />
 
   </property>
 </object>

backend/src/kitconcept/intranet/profiles/default/types/File.xml

@@ -10,6 +10,7 @@
     <element value="kitconcept.intranet.location" />
     <element value="kitconcept.intranet.organisational_unit" />
     <element value="kitconcept.intranet.votes" />
+    <element value="kitconcept.intranet.content_review" />
 
   </property>
 </object>

backend/src/kitconcept/intranet/profiles/default/types/Image.xml

@@ -10,6 +10,7 @@
     <element value="kitconcept.intranet.location" />
     <element value="kitconcept.intranet.organisational_unit" />
     <element value="kitconcept.intranet.votes" />
+    <element value="kitconcept.intranet.content_review" />
 
 
   </property>

backend/src/kitconcept/intranet/profiles/default/types/Link.xml

@@ -9,5 +9,6 @@
   >
     <element value="kitconcept.intranet.location" />
     <element value="kitconcept.intranet.organisational_unit" />
+    <element value="kitconcept.intranet.content_review" />
   </property>
 </object>

backend/src/kitconcept/intranet/profiles/default/types/Location.xml

@@ -56,6 +56,7 @@
     <element value="plone.versioning" />
     <element value="plone.locking" />
     <element value="plone.translatable" />
+    <element value="kitconcept.intranet.content_review" />
   </property>
 
 

backend/src/kitconcept/intranet/profiles/default/types/News_Item.xml

@@ -10,6 +10,7 @@
     <element value="kitconcept.intranet.location" />
     <element value="kitconcept.intranet.organisational_unit" />
     <element value="kitconcept.intranet.votes" />
+    <element value="kitconcept.intranet.content_review" />
 
   </property>
 </object>

backend/src/kitconcept/intranet/profiles/default/types/Organisational_Unit.xml

@@ -56,6 +56,7 @@
     <element value="plone.versioning" />
     <element value="plone.locking" />
     <element value="plone.translatable" />
+    <element value="kitconcept.intranet.content_review" />
 
   </property>
 

backend/src/kitconcept/intranet/profiles/default/types/Person.xml

@@ -25,5 +25,6 @@
     <element value="plone.translatable" />
     <element value="kitconcept.intranet.location" />
     <element value="kitconcept.intranet.organisational_unit" />
+    <element value="kitconcept.intranet.content_review" />
   </property>
 </object>

backend/src/kitconcept/intranet/serializers/person.py

@@ -1,10 +1,10 @@
 from collective.person.content.person import IPerson
 from kitconcept.intranet.interfaces import IBrowserLayer
+from plone import api
 from plone.restapi.interfaces import ISerializeToJson
+from plone.restapi.serializer.dxcontent import SerializeToJson
 from zope.component import adapter
 from zope.interface import implementer
-from plone.restapi.serializer.dxcontent import SerializeToJson
-from plone import api
 
 
 @implementer(ISerializeToJson)

backend/src/kitconcept/intranet/services/configure.zcml

@@ -61,4 +61,12 @@
       name="@vote"
       />
 
+  <plone:service
+      method="POST"
+      factory=".review.ReviewPost"
+      for="kitconcept.intranet.behaviors.content_review.IContentReview"
+      permission="cmf.ModifyPortalContent"
+      name="@review"
+      />
+
 </configure>

backend/src/kitconcept/intranet/services/review.py

@@ -0,0 +1,65 @@
+from datetime import date
+from kitconcept.intranet.behaviors.content_review import IContentReview
+from kitconcept.intranet.utils.calc_due_date import calc_due_date
+from plone import api
+from plone.protect.interfaces import IDisableCSRFProtection
+from plone.restapi.deserializer import json_body
+from plone.restapi.services import Service
+from zExceptions import BadRequest
+from zope.interface import alsoProvides
+from zope.interface import implementer
+from zope.publisher.interfaces import IPublishTraverse
+
+
+@implementer(IPublishTraverse)
+class ReviewPost(Service):
+    """@review endpoint."""
+
+    def __init__(self, context, request):
+        super().__init__(context, request)
+        self.params = []
+
+    def publishTraverse(self, request, name):
+        # Treat any path segments after /@review as parameters
+        self.params.append(name)
+        return self
+
+    def reply(self):
+        # Disable CSRF protection
+        alsoProvides(self.request, IDisableCSRFProtection)
+
+        match self.params:
+            case ["approve"]:
+                # update review_status
+                self.context.review_status = "Up-to-date"
+                # update review_due_date
+                default_interval = api.portal.get_registry_record(
+                    "kitconcept.intranet.content_review_default_interval"
+                )
+                interval = self.context.review_interval or default_interval
+                self.context.review_due_date = calc_due_date(interval=interval)
+                # update review_completed_date
+                self.context.review_completed_date = date.today()
+            case ["delegate"]:
+                field = IContentReview["review_assignee"].bind(self.context)
+                vocabulary = field.vocabulary
+                data = json_body(self.request)
+                if comment := data.get("comment"):
+                    self.context.review_comment = comment
+                assignee = data.get("assignee", None)
+                if assignee not in vocabulary:
+                    raise BadRequest(f"Assignee not found in vocabulary: {vocabulary}")
+                self.context.review_assignee = assignee
+            case ["postpone"]:
+                self.context.review_status = "Up-to-date"
+                data = json_body(self.request)
+                if comment := data.get("comment"):
+                    self.context.review_comment = comment
+                due_date = data.get("due_date", None)
+                if due_date:
+                    self.context.review_due_date = date.fromisoformat(due_date)
+            case _:
+                raise BadRequest(
+                    "Unknown action: expected /@review/approve, "
+                    "/@review/delegate, or /@review/postpone"
+                )

backend/src/kitconcept/intranet/upgrades/configure.zcml

@@ -90,6 +90,6 @@
   <include package=".v20260217001" />
   <include package=".v20260304001" />
   <include package=".v20260318001" />
-
+  <include package=".v20260401001" />
 
 </configure>

backend/src/kitconcept/intranet/upgrades/v20260318001/__init__.py

@@ -1,4 +1,5 @@
 from BTrees.OIBTree import OIBTree
+from kitconcept.intranet import logger
 from kitconcept.intranet.behaviors.location import ILocationBehavior
 from kitconcept.intranet.behaviors.organisational_unit import (
     IOrganisationalUnitBehavior,
@@ -7,8 +8,6 @@
 from zc.relation.interfaces import ICatalog
 from zope.component import getUtility
 
-from kitconcept.intranet import logger
-
 
 def init_vocabulary_cache(context):
     """Initialize the vocabulary cache BTree on the portal."""