Merge pull request 'Implementar asignación automática de prospecto al operador que lo creó' (#81) from automaticAssignOperatorWhoCreatedProspect#3 into 6.8

Reviewed-on: #81
This commit is contained in:
Camilo Gonzalez 2024-01-28 16:46:22 -05:00
commit 3f7b989781
23 changed files with 720 additions and 574 deletions

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@ -1,4 +1,3 @@
#
# variables que puedo usar? https://woodpecker-ci.org/docs/0.15/usage/environment#built-in-environment-variables
steps:
@ -33,7 +32,7 @@ steps:
<p>${CI_COMMIT_AUTHOR}: <a href="${CI_BUILD_LINK}">Task ${CI_BUILD_NUMBER}</a> <font color="green"><b>TODO BIEN EN ${CI_REPO}</b></font></p>
<pre><a href="${CI_COMMIT_LINK}">${CI_COMMIT_MESSAGE}</a></pre>
when:
status: [ success ]
status: [success]
notify-failure:
image: plugins/matrix
@ -49,7 +48,7 @@ steps:
<p>${CI_COMMIT_AUTHOR}: <a href="${CI_BUILD_LINK}">Task ${CI_BUILD_NUMBER}</a> <font color="red"><b>!!!TODO MAL EN ${CI_REPO} </b></font></p>
<pre><a href="${CI_COMMIT_LINK}">${CI_COMMIT_MESSAGE}</a></pre>
when:
status: [ failure ]
status: [failure]
services:
postgres:

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@ -1,40 +1,62 @@
from trytond.pool import Pool
from . import prospect
from . import prospect_trace
from . import call
from . import pending_call
from . import user
from .locations import city
from .locations import department
# Prospect Core
from core.Prospect.models.prospect import Prospect
from core.Prospect.models.contact_method import ContactMethod
from core.Prospect.wizards.assign_operator \
import AssignOperator, AssignOperatorStart
from core.Prospect.wizards.reassign_prospect_by_prospect \
import ReasignProspectByProspect, ReassignProspectByProspectStart
from core.Prospect.wizards.reassign_prospect_by_operator \
import ReassignProspectByOperator, ReassignProspectByOperatorStart
# Prospect Trace Core
from core.ProspectTrace.wizards.make_call \
import MakeCall, MakeCallAsk, MakeCallAskTask, MakeCallStart
from core.ProspectTrace.wizards.schedule_call \
import ScheduleCall, ScheduleCallStart
from core.ProspectTrace.models.prospect_trace \
import ProspectTrace
# Call Core
from core.Call.models.call import Call
from core.Call.models.pending_call import PendingCall
from core.Call.models.pending_task import PendingTask
# Role core
from core.Role.models.user import User
from locations import city
from locations import department
__all__ = ['register']
def register():
Pool.register(
user.User,
pending_call.PendingCall,
call.Call,
call.PendingTask,
User,
PendingCall,
Call,
PendingTask,
department.Department,
city.City,
prospect.ContactMethod,
prospect.Prospect,
prospect_trace.ProspectTrace,
prospect.AssignOperatorStart,
prospect_trace.ScheduleCallStart,
prospect_trace.MakeCallStart,
prospect_trace.MakeCallAsk,
prospect_trace.MakeCallAskTask,
prospect.ReassignProspectByOperatorStart,
prospect.ReassignProspectByProspectStart,
ContactMethod,
Prospect,
ProspectTrace,
AssignOperatorStart,
ScheduleCallStart,
MakeCallStart,
MakeCallAsk,
MakeCallAskTask,
ReassignProspectByOperatorStart,
ReassignProspectByProspectStart,
module='sale_opportunity_management', type_='model')
Pool.register(
prospect_trace.ScheduleCall,
prospect.AssignOperator,
prospect_trace.MakeCall,
prospect.ReassignProspectByOperator,
prospect.ReasignProspectByProspect,
ScheduleCall,
AssignOperator,
MakeCall,
ReassignProspectByOperator,
ReasignProspectByProspect,
module='sale_opportunity_management', type_='wizard')
Pool.register(
module='sale_opportunity_management', type_='report')

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@ -1,9 +1,11 @@
# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.model import ModelSQL, ModelView, fields
from trytond.pyson import Eval
from datetime import date
from .selections.interest import Interest
from .selections.call_types import CallTypes
from .selections.call_results import CallResults
from selections.interest import Interest
from selections.call_types import CallTypes
from selections.call_results import CallResults
class Call(ModelSQL, ModelView):
@ -46,43 +48,3 @@ class Call(ModelSQL, ModelView):
@classmethod
def default_date(cls):
return date.today()
class PendingTask(ModelSQL, ModelView):
'Tarea a realizar a un seguimiento de prospecto'
__name__ = "sale.pending_task"
description = fields.Text(
'Description', required=True,
states={
'readonly': Eval('state') == 'done'
})
state = fields.Selection(
[('pending', 'Pending'),
('done', 'Done')],
'State')
prospect_trace = fields.Many2One(
'sale.prospect_trace', 'Prospect trace',
required=True, readonly=True)
@classmethod
def __setup__(cls):
super(PendingTask, cls).__setup__()
cls._buttons.update({
'close_task': {
'invisible': Eval('state') == 'done'
}
})
@classmethod
@ModelView.button
def close_task(cls, tasks):
for task in tasks:
task.state = 'done'
task.save()
@classmethod
def default_state(cls):
return 'pending'

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@ -1,5 +1,6 @@
# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.model import ModelSQL, ModelView, fields

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.model import ModelSQL, ModelView, fields
from trytond.pyson import Eval
class PendingTask(ModelSQL, ModelView):
'Tarea a realizar a un seguimiento de prospecto'
__name__ = "sale.pending_task"
description = fields.Text(
'Description', required=True,
states={
'readonly': Eval('state') == 'done'
})
state = fields.Selection(
[('pending', 'Pending'),
('done', 'Done')],
'State')
prospect_trace = fields.Many2One(
'sale.prospect_trace', 'Prospect trace',
required=True, readonly=True)
@classmethod
def __setup__(cls):
super(PendingTask, cls).__setup__()
cls._buttons.update({
'close_task': {
'invisible': Eval('state') == 'done'
}
})
@classmethod
@ModelView.button
def close_task(cls, tasks):
for task in tasks:
task.state = 'done'
task.save()
@classmethod
def default_state(cls):
return 'pending'

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.model import ModelSQL, ModelView, fields
class ContactMethod(ModelSQL, ModelView):
'Mecanismo de contacto'
__name__ = 'prospect.contact_method'
contact_type = fields.Selection([
('phone', 'Phone'),
('mobile', 'Mobile'),
('mail', 'Mail')
], 'Contact type', required=True)
value = fields.Char('Value', required=True)
name = fields.Char('Name')
job = fields.Char('Job')
prospect = fields.Many2One('sale.prospect', 'Prospect', required=True)
prospect_trace = fields.Many2One(
'sale.prospect_trace', 'Prospect Trace', required=False)
@classmethod
def default_contact_type(cls):
return 'mobile'
def get_rec_name(self, name):
fields = [self.name, self.job, self.value]
contact_rec_name = ''
for field in fields:
if field:
contact_rec_name += ' [' + str(field) + '] '
return contact_rec_name

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.model import ModelSQL, ModelView, fields, DeactivableMixin
from trytond.pyson import Eval, If
from trytond.transaction import Transaction
from trytond.pool import Pool
from core.Prospect.wizards.assign_operator import GenericAssign
class Prospect(ModelSQL, ModelView, DeactivableMixin):
'Prospecto'
__name__ = 'sale.prospect'
_rec_name = 'name'
name = fields.Char('Name', required=True)
business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit', required=True
)
contact_methods = fields.One2Many(
'prospect.contact_method',
'prospect', 'Contact methods', required=True)
department = fields.Many2One('sale.department', 'Department')
city = fields.Many2One('sale.city', 'City',
domain=[If(Eval('department'),
('parent', '=', Eval('department')))])
assigned_operator = fields.Many2One(
'res.user', "Assigned operator", readonly=True)
state = fields.Selection([
('unassigned', 'Unsassigned'),
('assigned', 'Assigned')], "State", readonly=True)
prospect_trace = fields.Many2One('sale.prospect_trace', 'Prospect trace')
rating = fields.Selection(
[(None, None),
('1', '1'),
('2', '2'),
('3', '3'),
('4', '4'),
('5', '5')], 'Rating (1-5)')
comments = fields.Text('Comments')
@classmethod
def default_state(cls):
return 'unassigned'
@fields.depends('prospect_trace', 'contact_methods')
def on_change_contact_methods(self):
for contact in self.contact_methods:
contact.prospect_trace = self.prospect_trace
@fields.depends('city', 'department')
def on_change_city(self):
if self.city:
self.department = self.city.parent
@classmethod
def create(cls, values):
user_id = Transaction().user
records = super().create(values)
cls.try_assign_to_current_operator(records, user_id)
# Transaction().atexit(
# lambda: cls.try_assign_to_current_operator(prospects, user_id))
return records
@classmethod
def try_assign_to_current_operator(cls, prospects, user_id):
User = Pool().get('res.user')
user, = User.search([('id', '=', user_id)])
if user.is_operator:
GenericAssign.assign_prospects_to_operator(prospects, user)

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.wizard import Wizard, StateView, Button, StateTransition
from trytond.model import ModelView, fields
from trytond.pyson import Eval
from trytond.pool import Pool
from core.ProspectTrace.models.prospect_trace import ProspectTrace
class AssignOperator(Wizard):
'Asignar operador a prospecto'
__name__ = 'sale.prospect.assign'
start = StateView(
'sale.prospect.assign.start',
'sale_opportunity_management.assign_start_view_form', [
Button("Cancel", 'end', 'tryton-cancel'),
Button("Assign", 'assign', 'tryton-ok', default=True)])
assign = StateTransition()
def transition_assign(self):
_prospects = self.start.prospects
_operator = self.start.operator
GenericAssign.assign_prospects_to_operator(_prospects, _operator)
return 'end'
class AssignOperatorStart(ModelView):
'Inicio de asignación de operador'
__name__ = 'sale.prospect.assign.start'
prospects_chunk = fields.Integer(
'Prospects chunk', required=True,
states={
'readonly': ~Eval('business_unit', False)})
operator = fields.Many2One('res.user', 'Operator', required=True)
prospects = fields.One2Many(
'sale.prospect', None, 'Prospects', readonly=True)
business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit',
states={
'readonly': Eval('prospects_chunk', False)}
)
@classmethod
def default_prospects_chunk(cls):
return 0
@fields.depends('prospects_chunk', 'prospects', 'business_unit')
def on_change_prospects_chunk(self):
pool = Pool()
Prospect = pool.get('sale.prospect')
if self.prospects_chunk >= 1:
self.prospects = []
self.prospects = Prospect.search(
[('state', '=', 'unassigned'),
('business_unit', '=', self.business_unit)],
limit=self.prospects_chunk)
class GenericAssign():
@classmethod
def assign_prospects_to_operator(cls, prospects, operator):
for prospect in prospects:
prospect.assigned_operator = operator
prospect.state = 'assigned'
prospect.prospect_trace = cls._get_prosp_trace(prospect, operator)
prospect.save()
@classmethod
def _get_prosp_trace(cls, prospect, operator):
ProspectTrace = Pool().get('sale.prospect_trace')
prospect_trace = ProspectTrace.search([('prospect', '=', prospect)])
if not prospect_trace:
created_trace = cls._create_base_prospect_trace(prospect, operator)
prospect_trace.append(created_trace)
prospect_trace, = prospect_trace
prospect_trace.prospect_assigned_operator = operator
prospect_trace.save()
return prospect_trace
@staticmethod
def _create_base_prospect_trace(prospect, operator) -> ProspectTrace:
ProspectTrace = Pool().get('sale.prospect_trace')
prospect_trace = ProspectTrace(
prospect=prospect,
prospect_city=prospect.city,
prospect_business_unit=prospect.business_unit,
prospect_contacts=prospect.contact_methods
)
return prospect_trace

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.wizard import Wizard, StateView, Button, StateTransition
from trytond.model import ModelView, fields
from trytond.pool import Pool
from core.Prospect.wizards.assign_operator import GenericAssign
class ReassignProspectByOperatorStart(ModelView):
'Inicio de reasignación de prospecto por operario'
__name__ = 'sale.prospect.reassign_by_operator.start'
current_operator = fields.Many2One(
'res.user', "Current operator", required=True)
new_operator = fields.Many2One(
'res.user', "New operator", required=True)
prospects = fields.One2Many(
'sale.prospect', None, 'Prospects', readonly=True)
@fields.depends('current_operator', 'prospects')
def on_change_current_operator(self):
pool = Pool()
Prospect = pool.get('sale.prospect')
self.prospects = []
self.prospects = Prospect.search(
[('state', '=', 'assigned'),
('assigned_operator', '=', self.current_operator)])
class ReassignProspectByOperator(Wizard):
'Reasignar todos los prospectos de un operario, a otro operario'
__name__ = 'sale.prospect.reassign_by_operator'
start = StateView(
'sale.prospect.reassign_by_operator.start',
'sale_opportunity_management.reassign_by_operator_start_view_form',
[Button("Cancel", 'end', 'tryton-cancel'),
Button("Reassign", 'reassign_by_operator', 'tryton-ok', default=True)
])
reassign_by_operator = StateTransition()
def transition_reassign_by_operator(self):
_prospects = self.start.prospects
_operator = self.start.new_operator
GenericAssign.assign_prospects_to_operator(_prospects, _operator)
return 'end'

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.wizard import Wizard, StateView, Button, StateTransition
from trytond.model import ModelView, fields
from trytond.pool import Pool
class ReassignProspectByProspectStart(ModelView):
'Inicio de reasignación de un prospecto en específico'
__name__ = 'sale.prospect.reassign_by_prospect.start'
prospect = fields.Many2One(
'sale.prospect', 'Prospect', required=True,
domain=[('assigned_operator', '!=', None)])
new_operator = fields.Many2One('res.user', "New operator", required=True)
class ReasignProspectByProspect(Wizard):
'Reasignar un prospecto en específico a un nuevo operario'
__name__ = 'sale.prospect.reassign_by_prospect'
start = StateView(
'sale.prospect.reassign_by_prospect.start',
'sale_opportunity_management.reassign_by_prospect_start_view_form',
[Button("Cancel", 'end', 'tryton-cancel'),
Button("Reassign", 'reassign_by_prospect', 'tryton-ok', default=True)
])
reassign_by_prospect = StateTransition()
def transition_reassign_by_prospect(self):
pool = Pool()
ProspectTrace = pool.get('sale.prospect_trace')
self.start.prospect.assigned_operator = self.start.new_operator
if self.start.prospect.prospect_trace:
prospect_trace, = ProspectTrace.search(
[('prospect', '=', self.start.prospect)])
prospect_trace.prospect_assigned_operator =\
self.start.new_operator
prospect_trace.save()
self.start.prospect.save()
return 'end'

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# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.model import ModelSQL, ModelView, fields
from trytond.pyson import Eval
from selections.interest import Interest
class ProspectTrace(ModelSQL, ModelView):
'Seguimiento de un prospecto'
__name__ = 'sale.prospect_trace'
_states = {'readonly': True}
prospect = fields.Many2One(
'sale.prospect', 'Prospect', required=True, states=_states)
prospect_business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit', states=_states
)
prospect_contacts = fields.One2Many(
'prospect.contact_method', 'prospect_trace',
'Prospect contacts', required=True)
prospect_city = fields.Many2One('sale.city', 'City',
states=_states)
prospect_assigned_operator = fields.Many2One(
'res.user', "Assigned operator", states=_states)
calls = fields.One2Many(
'sale.call', 'prospect_trace', 'Calls', states=_states)
pending_call = fields.Many2One(
'sale.pending_call', 'Pending call', states=_states)
current_interest = fields.Selection(
Interest.get_interest_levels(), 'Current interest',
states=_states)
state = fields.Selection([
('unassigned', 'Unassigned'),
('open', 'Open'),
('with_pending_calls', 'With pending calls'),
('closed', 'Closed')
], 'State',
states=_states)
@fields.depends('prospect_contacts', 'prospect')
def on_change_prospect_contacts(self):
for contact in self.prospect_contacts:
contact.prospect = self.prospect
@classmethod
def __setup__(cls):
super(ProspectTrace, cls).__setup__()
cls._buttons.update({
'wizard_schedule': {
'invisible': Eval('state') == 'with_pending_calls',
},
'wizard_make_call': {},
'close_trace': {
'invisible': Eval('state') == 'closed',
'depends': ['state']
},
'reopen_trace': {
'invisible': (Eval('state') == 'open')
| (Eval('state') == 'with_pending_calls'),
'depends': ['state']
}
})
@classmethod
def default_state(cls):
return 'open'
@classmethod
@ModelView.button_action(
'sale_opportunity_management.schedule_call_wizard')
def wizard_schedule(cls, prospect_traces):
pass
@classmethod
@ModelView.button_action(
'sale_opportunity_management.make_call_wizard')
def wizard_make_call(cls, prospect_traces):
pass
@classmethod
@ModelView.button
def close_trace(cls, prospect_traces):
for prospect_trace in prospect_traces:
prospect_trace.state = 'closed'
prospect_trace.save()
@classmethod
@ModelView.button
def reopen_trace(cls, prospect_traces):
for prospect_trace in prospect_traces:
prospect_trace.state = 'open'
prospect_trace.save()
def get_rec_name(self, name):
if self.prospect:
return '[' + str(self.id) + '] ' + self.prospect.name

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@ -1,146 +1,15 @@
# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.wizard import Wizard, StateView, Button, StateTransition
from trytond.model import ModelSQL, ModelView, fields
from trytond.model import ModelView, fields
from trytond.pool import Pool
from trytond.pyson import Eval
from .selections.call_types import CallTypes
from .selections.interest import Interest
from selections.call_types import CallTypes
from selections.interest import Interest
from datetime import datetime
class ProspectTrace(ModelSQL, ModelView):
'Seguimiento de un prospecto'
__name__ = 'sale.prospect_trace'
_states = {'readonly': True}
prospect = fields.Many2One(
'sale.prospect', 'Prospect', required=True, states=_states)
prospect_business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit', states=_states
)
prospect_contacts = fields.One2Many(
'prospect.contact_method', 'prospect_trace',
'Prospect contacts', required=True)
prospect_city = fields.Many2One('sale.city', 'City',
states=_states)
prospect_assigned_operator = fields.Many2One(
'res.user', "Assigned operator", states=_states)
calls = fields.One2Many(
'sale.call', 'prospect_trace', 'Calls', states=_states)
pending_call = fields.Many2One(
'sale.pending_call', 'Pending call', states=_states)
current_interest = fields.Selection(
Interest.get_interest_levels(), 'Current interest',
states=_states)
state = fields.Selection([
('unassigned', 'Unassigned'),
('open', 'Open'),
('with_pending_calls', 'With pending calls'),
('closed', 'Closed')
], 'State',
states=_states)
@fields.depends('prospect_contacts', 'prospect')
def on_change_prospect_contacts(self):
for contact in self.prospect_contacts:
contact.prospect = self.prospect
@classmethod
def __setup__(cls):
super(ProspectTrace, cls).__setup__()
cls._buttons.update({
'wizard_schedule': {
'invisible': Eval('state') == 'with_pending_calls',
},
'wizard_make_call': {},
'close_trace': {
'invisible': Eval('state') == 'closed',
'depends': ['state']
},
'reopen_trace': {
'invisible': (Eval('state') == 'open')
| (Eval('state') == 'with_pending_calls'),
'depends': ['state']
}
})
@classmethod
def default_state(cls):
return 'open'
@classmethod
@ModelView.button_action(
'sale_opportunity_management.schedule_call_wizard')
def wizard_schedule(cls, prospect_traces):
pass
@classmethod
@ModelView.button_action(
'sale_opportunity_management.make_call_wizard')
def wizard_make_call(cls, prospect_traces):
pass
@classmethod
@ModelView.button
def close_trace(cls, prospect_traces):
for prospect_trace in prospect_traces:
prospect_trace.state = 'closed'
prospect_trace.save()
@classmethod
@ModelView.button
def reopen_trace(cls, prospect_traces):
for prospect_trace in prospect_traces:
prospect_trace.state = 'open'
prospect_trace.save()
def get_rec_name(self, name):
if self.prospect:
return '[' + str(self.id) + '] ' + self.prospect.name
class ScheduleCallStart(ModelView):
'Inicio agendar llamada a seguimiento de prospecto'
__name__ = 'sale.prospect_trace.schedule.start'
currency_date = fields.DateTime('Currency Date', readonly=True)
date_time = fields.DateTime('Date time', domain=[
('date_time', '>=', Eval('currency_date'))])
@classmethod
def default_currency_date(cls):
date = datetime.now()
return date
class ScheduleCall(Wizard):
'Agendar llamada a seguimiento de prospecto'
__name__ = 'sale.prospect_trace.schedule'
start = StateView(
'sale.prospect_trace.schedule.start',
'sale_opportunity_management.schedule_start_view_form', [
Button("Cancel", 'end', 'tryton-cancel'),
Button("Schedule", 'schedule', 'tryton-ok', default=True)])
schedule = StateTransition()
def transition_schedule(self):
MakeCall.create_schedule_call(self.start.date_time, self.record)
return 'end'
class MakeCallStart(ModelView):
'Inicio de creación de llamada a seguimiento de prospecto'
__name__ = 'sale.prospect_trace.make_call.start'

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@ -0,0 +1,40 @@
# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.wizard import Wizard, StateView, Button, StateTransition
from trytond.model import ModelView, fields
from trytond.pyson import Eval
from datetime import datetime
from core.ProspectTrace.wizards.make_call import MakeCall
class ScheduleCallStart(ModelView):
'Inicio agendar llamada a seguimiento de prospecto'
__name__ = 'sale.prospect_trace.schedule.start'
currency_date = fields.DateTime('Currency Date', readonly=True)
date_time = fields.DateTime('Date time', domain=[
('date_time', '>=', Eval('currency_date'))])
@classmethod
def default_currency_date(cls):
date = datetime.now()
return date
class ScheduleCall(Wizard):
'Agendar llamada a seguimiento de prospecto'
__name__ = 'sale.prospect_trace.schedule'
start = StateView(
'sale.prospect_trace.schedule.start',
'sale_opportunity_management.schedule_start_view_form', [
Button("Cancel", 'end', 'tryton-cancel'),
Button("Schedule", 'schedule', 'tryton-ok', default=True)])
schedule = StateTransition()
def transition_schedule(self):
MakeCall.create_schedule_call(self.start.date_time, self.record)
return 'end'

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@ -1,6 +1,6 @@
# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.model import fields
from trytond.pool import PoolMeta
@ -10,6 +10,7 @@ class User(metaclass=PoolMeta):
__name__ = 'res.user'
user_admin = fields.Boolean('Is Admin')
is_operator = fields.Boolean('Is Operator')
@classmethod
def __setup__(cls):

View File

@ -1,265 +0,0 @@
# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from trytond.wizard import Wizard, StateView, Button, StateTransition
from trytond.model import ModelSQL, ModelView, fields, DeactivableMixin
from trytond.pyson import Eval, If
from trytond.pool import Pool
class Prospect(ModelSQL, ModelView, DeactivableMixin):
'Prospecto'
__name__ = 'sale.prospect'
_rec_name = 'name'
name = fields.Char('Name', required=True)
business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit', required=True
)
contact_methods = fields.One2Many(
'prospect.contact_method',
'prospect', 'Contact methods', required=True)
department = fields.Many2One('sale.department', 'Department')
city = fields.Many2One('sale.city', 'City',
domain=[If(Eval('department'),
('parent', '=', Eval('department')))])
assigned_operator = fields.Many2One(
'res.user', "Assigned operator", readonly=True)
state = fields.Selection([
('unassigned', 'Unsassigned'),
('assigned', 'Assigned')], "State", readonly=True)
prospect_trace = fields.Many2One('sale.prospect_trace', 'Prospect trace')
rating = fields.Selection(
[(None, None),
('1', '1'),
('2', '2'),
('3', '3'),
('4', '4'),
('5', '5')], 'Rating (1-5)')
comments = fields.Text('Comments')
@classmethod
def default_state(cls):
return 'unassigned'
@fields.depends('prospect_trace', 'contact_methods')
def on_change_contact_methods(self):
for contact in self.contact_methods:
contact.prospect_trace = self.prospect_trace
@fields.depends('city', 'department')
def on_change_city(self):
if self.city:
self.department = self.city.parent
class ContactMethod(ModelSQL, ModelView):
'Mecanismo de contacto'
__name__ = 'prospect.contact_method'
contact_type = fields.Selection([
('phone', 'Phone'),
('mobile', 'Mobile'),
('mail', 'Mail')
], 'Contact type', required=True)
value = fields.Char('Value', required=True)
name = fields.Char('Name')
job = fields.Char('Job')
prospect = fields.Many2One('sale.prospect', 'Prospect', required=True)
prospect_trace = fields.Many2One(
'sale.prospect_trace', 'Prospect Trace', required=False)
@classmethod
def default_contact_type(cls):
return 'mobile'
def get_rec_name(self, name):
fields = [self.name, self.job, self.value]
contact_rec_name = ''
for field in fields:
if field:
contact_rec_name += ' [' + str(field) + '] '
return contact_rec_name
class AssignOperatorStart(ModelView):
'Inicio de asignación de operador'
__name__ = 'sale.prospect.assign.start'
prospects_chunk = fields.Integer(
'Prospects chunk', required=True,
states={
'readonly': ~Eval('business_unit', False)})
operator = fields.Many2One('res.user', 'Operator', required=True)
prospects = fields.One2Many(
'sale.prospect', None, 'Prospects', readonly=True)
business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit',
states={
'readonly': Eval('prospects_chunk', False)}
)
@classmethod
def default_prospects_chunk(cls):
return 0
@fields.depends('prospects_chunk', 'prospects', 'business_unit')
def on_change_prospects_chunk(self):
pool = Pool()
Prospect = pool.get('sale.prospect')
if self.prospects_chunk >= 1:
self.prospects = []
self.prospects = Prospect.search(
[('state', '=', 'unassigned'),
('business_unit', '=', self.business_unit)],
limit=self.prospects_chunk)
class AssignOperator(Wizard):
'Asignar operador a prospecto'
__name__ = 'sale.prospect.assign'
start = StateView(
'sale.prospect.assign.start',
'sale_opportunity_management.assign_start_view_form', [
Button("Cancel", 'end', 'tryton-cancel'),
Button("Assign", 'assign', 'tryton-ok', default=True)])
assign = StateTransition()
def transition_assign(self):
pool = Pool()
ProspectTrace = pool.get('sale.prospect_trace')
for prospect in self.start.prospects:
prospect.assigned_operator = self.start.operator
prospect.state = 'assigned'
prospect.save()
prospect_trace = ProspectTrace(
prospect=prospect,
prospect_city=prospect.city,
prospect_business_unit=prospect.business_unit,
prospect_assigned_operator=prospect.assigned_operator,
prospect_contacts=prospect.contact_methods
)
prospect_trace.save()
prospect.prospect_trace = prospect_trace
prospect.save()
return 'end'
class ReassignProspectByOperatorStart(ModelView):
'Inicio de reasignación de prospecto por operario'
__name__ = 'sale.prospect.reassign_by_operator.start'
current_operator = fields.Many2One(
'res.user', "Current operator", required=True)
new_operator = fields.Many2One(
'res.user', "New operator", required=True)
prospects = fields.One2Many(
'sale.prospect', None, 'Prospects', readonly=True)
@fields.depends('current_operator', 'prospects')
def on_change_current_operator(self):
pool = Pool()
Prospect = pool.get('sale.prospect')
self.prospects = []
self.prospects = Prospect.search(
[('state', '=', 'assigned'),
('assigned_operator', '=', self.current_operator)])
class ReassignProspectByOperator(Wizard):
'Reasignar todos los prospectos de un operario, a otro operario'
__name__ = 'sale.prospect.reassign_by_operator'
start = StateView(
'sale.prospect.reassign_by_operator.start',
'sale_opportunity_management.reassign_by_operator_start_view_form',
[Button("Cancel", 'end', 'tryton-cancel'),
Button("Reassign", 'reassign_by_operator', 'tryton-ok', default=True)
])
reassign_by_operator = StateTransition()
def transition_reassign_by_operator(self):
pool = Pool()
ProspectTrace = pool.get('sale.prospect_trace')
for prospect in self.start.prospects:
prospect.assigned_operator = self.start.new_operator
if prospect.prospect_trace:
prospect_trace, = ProspectTrace.search(
[('prospect', '=', prospect)])
prospect_trace.prospect_assigned_operator =\
self.start.new_operator
prospect_trace.save()
prospect.save()
return 'end'
class ReassignProspectByProspectStart(ModelView):
'Inicio de reasignación de un prospecto en específico'
__name__ = 'sale.prospect.reassign_by_prospect.start'
prospect = fields.Many2One(
'sale.prospect', 'Prospect', required=True,
domain=[('assigned_operator', '!=', None)])
new_operator = fields.Many2One('res.user', "New operator", required=True)
class ReasignProspectByProspect(Wizard):
'Reasignar un prospecto en específico a un nuevo operario'
__name__ = 'sale.prospect.reassign_by_prospect'
start = StateView(
'sale.prospect.reassign_by_prospect.start',
'sale_opportunity_management.reassign_by_prospect_start_view_form',
[Button("Cancel", 'end', 'tryton-cancel'),
Button("Reassign", 'reassign_by_prospect', 'tryton-ok', default=True)
])
reassign_by_prospect = StateTransition()
def transition_reassign_by_prospect(self):
pool = Pool()
ProspectTrace = pool.get('sale.prospect_trace')
self.start.prospect.assigned_operator = self.start.new_operator
if self.start.prospect.prospect_trace:
prospect_trace, = ProspectTrace.search(
[('prospect', '=', self.start.prospect)])
prospect_trace.prospect_assigned_operator =\
self.start.new_operator
prospect_trace.save()
self.start.prospect.save()
return 'end'

View File

@ -3,183 +3,183 @@
this repository contains the full copyright notices and license terms. -->
<tryton>
<data>
<record model="res.group" id="group_prospect">
<field name="name">Prospects</field>
</record>
<record model="res.group" id="group_prospect_admin">
<field name="name">Prospect Administrator</field>
<field name="parent" ref="group_prospect"/>
</record>
<record model="res.user-res.group" id="user_admin_group_prospect">
<field name="user" ref="res.user_admin"/>
<field name="group" ref="group_prospect"/>
<record model="res.group" id="group_prospect">
<field name="name">Prospects</field>
</record>
<record model="res.user-res.group" id="user_admin_group_prospect_admin">
<field name="user" ref="res.user_admin"/>
<field name="group" ref="group_prospect_admin"/>
<record model="res.group" id="group_prospect_admin">
<field name="name">Prospect Administrator</field>
<field name="parent" ref="group_prospect" />
</record>
<record model="res.user-res.group" id="user_admin_group_prospect">
<field name="user" ref="res.user_admin" />
<field name="group" ref="group_prospect" />
</record>
<record model="res.user-res.group" id="user_admin_group_prospect_admin">
<field name="user" ref="res.user_admin" />
<field name="group" ref="group_prospect_admin" />
</record>
<record model="ir.action.act_window" id="act_prospect_tree">
<field name="name">Prospects</field>
<field name="name">Prospects</field>
<field name="domain"
eval="[If(Eval('context', {}).get('user_admin', None), (), ('assigned_operator', '=', Eval('_user')))]"
pyson="1"/>
<field name="res_model">sale.prospect</field>
eval="[If(Eval('context', {}).get('user_admin', None), (), ('assigned_operator', '=', Eval('_user')))]"
pyson="1" />
<field name="res_model">sale.prospect</field>
</record>
<record model="ir.ui.view" id="prospect_view_tree">
<field name="model">sale.prospect</field>
<field name="model">sale.prospect</field>
<field name="type">tree</field>
<field name="name">prospect_tree</field>
</record>
<record model="ir.ui.view" id="prospect_view_form">
<field name="model">sale.prospect</field>
<field name="model">sale.prospect</field>
<field name="type">form</field>
<field name="name">prospect_form</field>
</record>
<record model="ir.action.act_window.view" id="act_prospect_tree_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="prospect_view_tree"/>
<field name="act_window" ref="act_prospect_tree"/>
<field name="sequence" eval="10" />
<field name="view" ref="prospect_view_tree" />
<field name="act_window" ref="act_prospect_tree" />
</record>
<record model="ir.action.act_window.view" id="act_prospect_form_view1">
<field name="sequence" eval="20"/>
<field name="view" ref="prospect_view_form"/>
<field name="act_window" ref="act_prospect_tree"/>
<field name="sequence" eval="20" />
<field name="view" ref="prospect_view_form" />
<field name="act_window" ref="act_prospect_tree" />
</record>
<record model="ir.action.act_window.domain" id="act_prospect_domain_unassigned">
<field name="name">Unassigned</field>
<field name="sequence" eval="10"/>
<field name="domain" eval="[('state', '=', 'unassigned')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_prospect_tree"/>
<field name="sequence" eval="10" />
<field name="domain" eval="[('state', '=', 'unassigned')]" pyson="1" />
<field name="count" eval="True" />
<field name="act_window" ref="act_prospect_tree" />
</record>
<record model="ir.action.act_window.domain" id="act_prospect_domain_assigned">
<field name="name">Assigned</field>
<field name="sequence" eval="10"/>
<field name="domain" eval="[('state', '=', 'assigned')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_prospect_tree"/>
<field name="sequence" eval="10" />
<field name="domain" eval="[('state', '=', 'assigned')]" pyson="1" />
<field name="count" eval="True" />
<field name="act_window" ref="act_prospect_tree" />
</record>
<menuitem
parent="menu_calls"
sequence="10"
id="menu_prospects_tree"
icon="tryton-party"
action="act_prospect_tree"/>
action="act_prospect_tree" />
<record model="ir.ui.menu-res.group" id="menu_prospects_group_prospect">
<field name="menu" ref="menu_prospects_tree"/>
<field name="group" ref="group_prospect"/>
<record model="ir.ui.menu-res.group" id="menu_prospects_group_prospect">
<field name="menu" ref="menu_prospects_tree" />
<field name="group" ref="group_prospect" />
</record>
<record model="ir.action.act_window" id="act_contact_method_tree">
<field name="name">Contact method</field>
<field name="res_model">prospect.contact_method</field>
<field name="name">Contact method</field>
<field name="res_model">prospect.contact_method</field>
</record>
<record model="ir.ui.view" id="contact_method_view_tree">
<field name="model">prospect.contact_method</field>
<field name="model">prospect.contact_method</field>
<field name="type">tree</field>
<field name="name">contact_method_tree</field>
</record>
<record model="ir.ui.view" id="contact_method_view_form">
<field name="model">prospect.contact_method</field>
<field name="model">prospect.contact_method</field>
<field name="type">form</field>
<field name="name">contact_method_form</field>
</record>
<record model="ir.action.act_window.view" id="act_contact_method_tree_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="contact_method_view_tree"/>
<field name="act_window" ref="act_contact_method_tree"/>
<field name="sequence" eval="10" />
<field name="view" ref="contact_method_view_tree" />
<field name="act_window" ref="act_contact_method_tree" />
</record>
<record model="ir.action.act_window.view" id="act_contact_method_form_view1">
<field name="sequence" eval="20"/>
<field name="view" ref="contact_method_view_form"/>
<field name="act_window" ref="act_contact_method_tree"/>
<field name="sequence" eval="20" />
<field name="view" ref="contact_method_view_form" />
<field name="act_window" ref="act_contact_method_tree" />
</record>
<record model="ir.action.wizard" id="assign_operator_wizard">
<field name="name">Assign Operator</field>
<field name="wiz_name">sale.prospect.assign</field>
</record>
</record>
<record model="ir.ui.view" id="assign_start_view_form">
<field name="model">sale.prospect.assign.start</field>
<field name="type">form</field>
<field name="name">assign_start_form</field>
</record>
</record>
<record model="ir.action.keyword" id="assign_operator_wizard_keyword">
<field name="keyword">form_action</field>
<field name="model">sale.prospect, -1</field>
<field name="action" ref="assign_operator_wizard"/>
<field name="action" ref="assign_operator_wizard" />
</record>
<menuitem
parent="menu_prospects_tree"
sequence="40"
id="menu_prospects_assigned_wizard"
action="assign_operator_wizard"/>
parent="menu_prospects_tree"
sequence="40"
id="menu_prospects_assigned_wizard"
action="assign_operator_wizard" />
<record model="ir.ui.menu-res.group" id="menu_prospect_assigned_group_prospect">
<field name="menu" ref="menu_prospects_assigned_wizard"/>
<field name="group" ref="group_prospect_admin"/>
<record model="ir.ui.menu-res.group" id="menu_prospect_assigned_group_prospect">
<field name="menu" ref="menu_prospects_assigned_wizard" />
<field name="group" ref="group_prospect_admin" />
</record>
<record model="ir.action.wizard" id="reassign_by_operator_wizard">
<field name="name">Reassign by operator</field>
<field name="wiz_name">sale.prospect.reassign_by_operator</field>
</record>
</record>
<record model="ir.ui.view" id="reassign_by_operator_start_view_form">
<field name="model">sale.prospect.reassign_by_operator.start</field>
<field name="type">form</field>
<field name="name">reassign_by_operator_form</field>
</record>
</record>
<menuitem
name="Reassign"
parent="menu_prospects_tree"
sequence="50"
id="menu_reassign"
icon='tryton-refresh'/>
icon='tryton-refresh' />
<record model="ir.ui.menu-res.group" id="menu_prospect_reassigned_group_prospect">
<field name="menu" ref="menu_reassign"/>
<field name="group" ref="group_prospect_admin"/>
<record model="ir.ui.menu-res.group" id="menu_prospect_reassigned_group_prospect">
<field name="menu" ref="menu_reassign" />
<field name="group" ref="group_prospect_admin" />
</record>
<menuitem
parent="menu_reassign"
sequence="10"
id="menu_reassign_by_operator_wizard"
action="reassign_by_operator_wizard"/>
action="reassign_by_operator_wizard" />
<record model="ir.action.wizard" id="reassign_by_prospect_wizard">
<field name="name">Reassign by prospect</field>
<field name="wiz_name">sale.prospect.reassign_by_prospect</field>
</record>
</record>
<record model="ir.ui.view" id="reassign_by_prospect_start_view_form">
<field name="model">sale.prospect.reassign_by_prospect.start</field>
<field name="type">form</field>
<field name="name">reassign_by_prospect_form</field>
</record>
<menuitem
</record>
<menuitem
parent="menu_reassign"
sequence="20"
id="menu_reassign_by_prospect_wizard"
action="reassign_by_prospect_wizard"/>
action="reassign_by_prospect_wizard" />
<record model="ir.model.access" id="access_sale">
<field name="model" search="[('model', '=', 'sale.prospect')]"/>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_sale_prospect">
<field name="model" search="[('model', '=', 'sale.prospect')]"/>
<field name="group" ref="group_prospect"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="True"/>
<field name="perm_create" eval="True"/>
<field name="perm_delete" eval="True"/>
<record model="ir.model.access" id="access_sale">
<field name="model" search="[('model', '=', 'sale.prospect')]" />
<field name="perm_read" eval="False" />
<field name="perm_write" eval="False" />
<field name="perm_create" eval="False" />
<field name="perm_delete" eval="False" />
</record>
</data>
</tryton>
<record model="ir.model.access" id="access_sale_prospect">
<field name="model" search="[('model', '=', 'sale.prospect')]" />
<field name="group" ref="group_prospect" />
<field name="perm_read" eval="True" />
<field name="perm_write" eval="True" />
<field name="perm_create" eval="True" />
<field name="perm_delete" eval="True" />
</record>
</data>
</tryton>

View File

@ -0,0 +1,36 @@
Importaciones::
>>> from proteus import Model, Wizard
>>> from trytond.transaction import Transaction
>>> from trytond.tests.tools import activate_modules, set_user
Activar módulos::
>>> config = activate_modules('sale_opportunity_management')
Crear operario::
>>> User = Model.get('res.user')
>>> operator, = User.find([('name', '=', 'Administrator')])
>>> operator.is_operator = True
>>> operator.save()
>>> set_user(operator.id)
Crear prospecto::
>>> Prospect = Model.get('sale.prospect')
>>> prospect = Prospect()
>>> prospect.name = 'Assignable To Me S.A.S'
>>> contact_method = prospect.contact_methods.new(value='123123123', name='Ricardo', job='Infraestructura')
>>> prospect.business_unit = 'brigade'
>>> prospect.save()
[ Se inició seguimiento, asignado al operador que lo creó ]
>>> ProspectTrace = Model.get('sale.prospect_trace')
>>> prospect_trace, = ProspectTrace.find([('prospect', '=', prospect)])
>>> assigned_operator_id = prospect_trace.prospect_assigned_operator.id
>>> assert operator.id == assigned_operator_id
>>> assert prospect.assigned_operator.id == assigned_operator_id

View File

@ -2,18 +2,18 @@
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<form col="6">
<label name="operator"/>
<field name="operator"/>
<label name="business_unit"/>
<field name="business_unit"/>
<label name="prospects_chunk"/>
<field name="prospects_chunk"/>
<label name="operator" />
<field name="operator" />
<label name="business_unit" />
<field name="business_unit" />
<label name="prospects_chunk" />
<field name="prospects_chunk" />
<notebook colspan="6">
<page string="Prospects" id="prospects_to_assign" col="6">
<group col="2" id="prospects">
<field name="prospects"/>
</group>
</page>
<page string="Prospects" id="prospects_to_assign" col="6">
<group col="2" id="prospects">
<field name="prospects" />
</group>
</page>
</notebook>
</form>
</form>

View File

@ -3,7 +3,9 @@
this repository contains the full copyright notices and license terms. -->
<data>
<xpath expr="//field[@name='name']" position="after">
<label name="user_admin"/>
<field name="user_admin"/>
<label name="user_admin" />
<field name="user_admin" />
<label name="is_operator" />
<field name="is_operator" />
</xpath>
</data>
</data>