feat(Prospect): Se crea campo de unidad de negocio, #56
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@ -13,6 +13,13 @@ class Prospect(ModelSQL, ModelView):
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name = fields.Char('Name', required=True)
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name = fields.Char('Name', required=True)
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business_unit = fields.Selection(
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[('brigade', 'Brigade'),
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('optics', 'Optics'),
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('equipment', 'Equipment')],
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'Business unit'
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)
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contact_methods = fields.One2Many(
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contact_methods = fields.One2Many(
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'prospect.contact_method',
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'prospect.contact_method',
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'prospect', 'Contact methods', required=True)
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'prospect', 'Contact methods', required=True)
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@ -47,11 +47,11 @@ Crear prospecto::
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>>> prospect1.name = 'guchito S.A.S'
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>>> prospect1.name = 'guchito S.A.S'
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>>> contact_method = prospect1.contact_methods.new(value='31223425234', name='Roberto', job='Gerente R.H')
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>>> contact_method = prospect1.contact_methods.new(value='31223425234', name='Roberto', job='Gerente R.H')
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>>> contact_method = prospect1.contact_methods.new(contact_type='mobile', value='12345678910', name='Pancracia', job='Asistente administrativo')
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>>> contact_method = prospect1.contact_methods.new(contact_type='mobile', value='12345678910', name='Pancracia', job='Asistente administrativo')
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>>> contact_method = prospect1.contact_methods.new(contact_type='mail', value='peralto@guchitos.org', name='Peralto', job='Administrador')
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>>> contact_method = prospect1.contact_methods.new(contact_type='mail', value='peralto@guchitos.org', name='Peralto', job='Administrador')
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>>> City = Model.get('sale.city')
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>>> City = Model.get('sale.city')
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>>> medellin, = City.find([('code', '=', 'CO-05001')])
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>>> medellin, = City.find([('code', '=', 'CO-05001')])
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>>> prospect1.city = medellin
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>>> prospect1.city = medellin
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>>> prospect1.business_unit = 'brigade'
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>>> prospect1.save()
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>>> prospect1.save()
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Verificar estado final de creación de prospecto::
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Verificar estado final de creación de prospecto::
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@ -70,6 +70,8 @@ Verificar estado final de creación de prospecto::
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'CO-05001'
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'CO-05001'
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>>> prospect1.department.code
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>>> prospect1.department.code
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'CO-05'
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'CO-05'
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>>> prospect1.business_unit
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'brigade'
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>>> prospect1.state
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>>> prospect1.state
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'unassigned'
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'unassigned'
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@ -82,8 +84,16 @@ Crear segundo prospecto::
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>>> City = Model.get('sale.city')
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>>> City = Model.get('sale.city')
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>>> bogota, = City.find([('code', '=', 'CO-11001')])
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>>> bogota, = City.find([('code', '=', 'CO-11001')])
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>>> prospect2.city = bogota
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>>> prospect2.city = bogota
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>>> prospect2.business_unit = 'brigade'
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>>> prospect2.save()
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>>> prospect2.save()
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Crear tercer prospecto::
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>>> prospect3 = Prospect()
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>>> prospect3.name = 'Vision S.A.S'
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>>> contact_method = prospect3.contact_methods.new(value='3122324287', name='Alfredo', job='Administrador')
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>>> prospect3.business_unit = 'optics'
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>>> prospect3.save()
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------------------------------------
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------------------------------------
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Asignación de prospectos a operarios
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Asignación de prospectos a operarios
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@ -94,7 +104,7 @@ Asignar prospectos a un operario::
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>>> User = Model.get('res.user')
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>>> User = Model.get('res.user')
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>>> user, = User.find([('name', '=', 'Administrator')])
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>>> user, = User.find([('name', '=', 'Administrator')])
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>>> assign = Wizard('sale.prospect.assign', [prospect1, prospect2])
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>>> assign = Wizard('sale.prospect.assign', [prospect1, prospect2, prospect3])
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>>> assign.form.prospects_chunk = 2
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>>> assign.form.prospects_chunk = 2
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>>> assign.form.operator = user
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>>> assign.form.operator = user
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>>> assign.form.prospects
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>>> assign.form.prospects
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@ -242,10 +252,11 @@ Crear una llamada agendada previamente:
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'open'
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'open'
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Cuando se asigna prospecto sin método de contacto mobile, el contacto en el seguimiento es vacío::
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Cuando se asigna prospecto sin método de contacto mobile, el contacto en el seguimiento es vacío::
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>>> prospect3 = Prospect()
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>>> prospect4 = Prospect()
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>>> prospect3.name = 'Sin celulares S.A.S'
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>>> prospect4.name = 'Sin celulares S.A.S'
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>>> contact_method = prospect3.contact_methods.new(contact_type='mail', value='felpucio@sincelulares.org', name='felpucio', job='Supervisor')
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>>> contact_method = prospect4.contact_methods.new(contact_type='mail', value='felpucio@sincelulares.org', name='felpucio', job='Supervisor')
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>>> prospect3.save()
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>>> prospect4.business_unit = 'equipment'
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>>> prospect4.save()
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>>> prospect_trace2 = ProspectTrace()
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>>> prospect_trace2 = ProspectTrace()
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>>> prospect_trace2.prospect = prospect2
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>>> prospect_trace2.prospect = prospect2
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@ -6,6 +6,9 @@ this repository contains the full copyright notices and license terms. -->
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<label name="name"/>
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<label name="name"/>
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<field name="name"/>
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<field name="name"/>
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<label name="business_unit"/>
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<field name="business_unit"/>
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<newline/>
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<newline/>
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<label name="department"/>
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<label name="department"/>
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<field name="department"/>
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<field name="department"/>
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@ -3,6 +3,7 @@
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this repository contains the full copyright notices and license terms. -->
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this repository contains the full copyright notices and license terms. -->
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<tree>
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<tree>
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<field name="name" expand="1"/>
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<field name="name" expand="1"/>
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<field name="business_unit" expand="1"/>
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<field name="department" expand="1"/>
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<field name="department" expand="1"/>
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<field name="city" expand="1"/>
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<field name="city" expand="1"/>
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<field name="assigned_operator" expand="1"/>
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<field name="assigned_operator" expand="1"/>
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