feat: Se modifica modularización sale_opportunity_management

source/models/call.py

@@ -0,0 +1,50 @@
+# 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()

source/models/contact_method.py

@@ -0,0 +1,37 @@
+# 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

source/models/pending_call.py

@@ -0,0 +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.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)

source/models/pending_task.py

@@ -0,0 +1,45 @@
+# 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'

source/models/prospect.py

@@ -0,0 +1,80 @@
+# 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)

source/models/prospect_trace.py

@@ -0,0 +1,106 @@
+# 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

source/models/user.py

@@ -0,0 +1,18 @@
+# This file is part of Tryton.  The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.
+
+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')