feat: Se modifica modularización sale_opportunity_management

This commit is contained in:
2024-01-31 12:25:54 -05:00
parent 4d88f9423d
commit aa35405a86
17 changed files with 17 additions and 17 deletions

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source/__init__.py Normal file
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source/models/call.py Normal file
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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 datetime import date
from selections.interest import Interest
from selections.call_types import CallTypes
from selections.call_results import CallResults
class Call(ModelSQL, ModelView):
'Llamada'
__name__ = 'sale.call'
_order_name = 'date'
_states = {'readonly': True}
date = fields.Date('Date', states=_states)
description = fields.Text('Description', strip=True)
prospect_trace = fields.Many2One(
'sale.prospect_trace', 'Prospect trace', required=True, states=_states)
interest = fields.Selection(
Interest.get_interest_levels(), 'Interest', required=True)
call_type = fields.Selection(
CallTypes.get_call_types(), 'Call type', states=_states)
call_result = fields.Selection(
CallResults.get_call_results(),
'Call result', states=_states)
call_business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit', states=_states
)
operator_who_called = fields.Many2One(
'res.user', "Operator who called", states=_states)
@classmethod
def __setup__(cls):
super(Call, cls).__setup__()
cls._order = [
('date', 'DESC NULLS FIRST')
]
@classmethod
def default_date(cls):
return date.today()

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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
class PendingCall(ModelSQL, ModelView):
'Llamada pendiente a un prospecto'
__name__ = "sale.pending_call"
date = fields.DateTime('Date', required=True)
def get_rec_name(self, name):
if self.date:
return str(self.date)

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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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source/models/prospect.py Normal file
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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 source.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)
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.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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source/models/user.py Normal file
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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 fields
from trytond.pool import PoolMeta
class User(metaclass=PoolMeta):
"User"
__name__ = 'res.user'
user_admin = fields.Boolean('Is Admin')
is_operator = fields.Boolean('Is Operator')
@classmethod
def __setup__(cls):
super(User, cls).__setup__()
cls._context_fields.insert(0, 'user_admin')

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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 source.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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source/wizards/make_call.py Normal file
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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 trytond.pyson import Eval
from selections.call_types import CallTypes
from selections.interest import Interest
from datetime import datetime
class MakeCallStart(ModelView):
'Inicio de creación de llamada a seguimiento de prospecto'
__name__ = 'sale.prospect_trace.make_call.start'
description = fields.Text('Description')
interest = fields.Selection(
Interest.get_interest_levels(), 'Interest', required=True)
schedule_call = fields.Selection(
[('yes', 'Yes'),
('no', 'No')], 'Schedule call?', required=True)
schedule_task = fields.Selection(
[('yes', 'Yes'),
('no', 'No')], 'Schedule task?', required=True)
class MakeCallAsk(ModelView):
'Posible agendación de llamada luego de hacer llamada actual'
__name__ = 'sale.prospect_trace.make_call.ask'
currency_date = fields.DateTime('Currency Date', readonly=True)
datetime = fields.DateTime('Date time', domain=[
('datetime', '>=', Eval('currency_date'))])
@classmethod
def default_currency_date(cls):
date = datetime.now()
return date
class MakeCallAskTask(ModelView):
'Posible agendación de tarea luego de hacer llamada actual'
__name__ = 'sale.prospect_trace.make_call.ask_task'
task_description = fields.Text('Task description')
class MakeCall(Wizard):
'Crear llamada a un seguimiento de prospecto'
__name__ = 'sale.prospect_trace.make_call'
start = StateView(
'sale.prospect_trace.make_call.start',
'sale_opportunity_management.make_call_start_view_form', [
Button("Cancel", 'end', 'tryton-cancel'),
Button("Make call", 'make_call', 'tryton-ok', default=True)])
make_call = StateTransition()
ask = StateView(
'sale.prospect_trace.make_call.ask',
'sale_opportunity_management.make_call_ask_view_form', [
Button("Cancel", 'end', 'tryton-cancel'),
Button(
"Schedule call", 'schedule_call', 'tryton-ok', default=True)])
schedule_call = StateTransition()
ask_task = StateView(
'sale.prospect_trace.make_call.ask_task',
'sale_opportunity_management.make_call_ask_task_view_form', [
Button("Cancel", 'end', 'tryton-cancel'),
Button("Schedule task", 'schedule_task', 'tryton-ok', default=True)
]
)
schedule_task = StateTransition()
def transition_make_call(self):
prospect_trace = self.record
pool = Pool()
Call = pool.get('sale.call')
call = Call()
call.description = self.start.description
call.interest = self.start.interest
call.prospect_trace = self.record
call.call_business_unit = self.record.prospect_business_unit
call.operator_who_called = self.record.prospect_assigned_operator
if call.interest == '0':
call.call_result = 'missed_call'
else:
call.call_result = 'answered_call'
already_exist_a_call = len(prospect_trace.calls) >= 1
if already_exist_a_call:
followup_call_type = CallTypes.get_call_types()[1][0]
call.call_type = followup_call_type
else:
first_call_type = CallTypes.get_call_types()[0][0]
call.call_type = first_call_type
call.save()
prospect_trace.current_interest = call.interest
if prospect_trace.pending_call:
prospect_trace.pending_call = None
prospect_trace.state = 'open'
prospect_trace.calls += (call,)
prospect_trace.save()
if self.start.schedule_call == 'yes':
return 'ask'
if self.start.schedule_task == 'yes':
return 'ask_task'
return 'end'
def transition_schedule_task(self):
self.create_schedule_task(self.ask_task.task_description, self.record)
return 'end'
def transition_schedule_call(self):
self.create_schedule_call(self.ask.datetime, self.record)
if (self.start.schedule_call and self.start.schedule_task) == 'yes':
return 'ask_task'
return 'end'
@classmethod
def create_schedule_task(cls, description, prospect_trace):
pool = Pool()
Task = pool.get('sale.pending_task')
task = Task()
task.description = description
task.prospect_trace = prospect_trace
task.save()
@classmethod
def create_schedule_call(cls, datetime, prospect_trace):
pool = Pool()
PendingCall = pool.get('sale.pending_call')
pending_call = PendingCall()
pending_call.date = datetime
pending_call.save()
prospect_trace.pending_call = pending_call
prospect_trace.state = 'with_pending_calls'
prospect_trace.save()

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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 source.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 source.wizards.assign_operator import GenericAssign
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):
_prospect = self.start.prospect
_operator = self.start.new_operator
GenericAssign.assign_prospects_to_operator([_prospect], _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.pyson import Eval
from datetime import datetime
from source.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'