feat(Prospect): Se crea campo de unidad de negocio, #56
All checks were successful
ci/woodpecker/push/woodpecker Pipeline was successful

This commit is contained in:
Camilo Gonzalez 2023-08-24 12:56:04 -05:00
parent 3bb8ddbb2c
commit a33d43cb57
4 changed files with 29 additions and 7 deletions

View File

@ -13,6 +13,13 @@ class Prospect(ModelSQL, ModelView):
name = fields.Char('Name', required=True)
business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit'
)
contact_methods = fields.One2Many(
'prospect.contact_method',
'prospect', 'Contact methods', required=True)

View File

@ -47,11 +47,11 @@ Crear prospecto::
>>> prospect1.name = 'guchito S.A.S'
>>> contact_method = prospect1.contact_methods.new(value='31223425234', name='Roberto', job='Gerente R.H')
>>> contact_method = prospect1.contact_methods.new(contact_type='mobile', value='12345678910', name='Pancracia', job='Asistente administrativo')
>>> contact_method = prospect1.contact_methods.new(contact_type='mail', value='peralto@guchitos.org', name='Peralto', job='Administrador')
>>> contact_method = prospect1.contact_methods.new(contact_type='mail', value='peralto@guchitos.org', name='Peralto', job='Administrador')
>>> City = Model.get('sale.city')
>>> medellin, = City.find([('code', '=', 'CO-05001')])
>>> prospect1.city = medellin
>>> prospect1.business_unit = 'brigade'
>>> prospect1.save()
Verificar estado final de creación de prospecto::
@ -70,6 +70,8 @@ Verificar estado final de creación de prospecto::
'CO-05001'
>>> prospect1.department.code
'CO-05'
>>> prospect1.business_unit
'brigade'
>>> prospect1.state
'unassigned'
@ -82,8 +84,16 @@ Crear segundo prospecto::
>>> City = Model.get('sale.city')
>>> bogota, = City.find([('code', '=', 'CO-11001')])
>>> prospect2.city = bogota
>>> prospect2.business_unit = 'brigade'
>>> prospect2.save()
Crear tercer prospecto::
>>> prospect3 = Prospect()
>>> prospect3.name = 'Vision S.A.S'
>>> contact_method = prospect3.contact_methods.new(value='3122324287', name='Alfredo', job='Administrador')
>>> prospect3.business_unit = 'optics'
>>> prospect3.save()
------------------------------------
Asignación de prospectos a operarios
@ -94,7 +104,7 @@ Asignar prospectos a un operario::
>>> User = Model.get('res.user')
>>> user, = User.find([('name', '=', 'Administrator')])
>>> assign = Wizard('sale.prospect.assign', [prospect1, prospect2])
>>> assign = Wizard('sale.prospect.assign', [prospect1, prospect2, prospect3])
>>> assign.form.prospects_chunk = 2
>>> assign.form.operator = user
>>> assign.form.prospects
@ -242,10 +252,11 @@ Crear una llamada agendada previamente:
'open'
Cuando se asigna prospecto sin método de contacto mobile, el contacto en el seguimiento es vacío::
>>> prospect3 = Prospect()
>>> prospect3.name = 'Sin celulares S.A.S'
>>> contact_method = prospect3.contact_methods.new(contact_type='mail', value='felpucio@sincelulares.org', name='felpucio', job='Supervisor')
>>> prospect3.save()
>>> prospect4 = Prospect()
>>> prospect4.name = 'Sin celulares S.A.S'
>>> contact_method = prospect4.contact_methods.new(contact_type='mail', value='felpucio@sincelulares.org', name='felpucio', job='Supervisor')
>>> prospect4.business_unit = 'equipment'
>>> prospect4.save()
>>> prospect_trace2 = ProspectTrace()
>>> prospect_trace2.prospect = prospect2

View File

@ -6,6 +6,9 @@ this repository contains the full copyright notices and license terms. -->
<label name="name"/>
<field name="name"/>
<label name="business_unit"/>
<field name="business_unit"/>
<newline/>
<label name="department"/>
<field name="department"/>

View File

@ -3,6 +3,7 @@
this repository contains the full copyright notices and license terms. -->
<tree>
<field name="name" expand="1"/>
<field name="business_unit" expand="1"/>
<field name="department" expand="1"/>
<field name="city" expand="1"/>
<field name="assigned_operator" expand="1"/>