feat: Se modifica modularización sale_opportunity_management

source/wizards/assign_operator.py

@@ -0,0 +1,108 @@
+# 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

source/wizards/make_call.py

@@ -0,0 +1,147 @@
+# 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()

source/wizards/reassign_prospect_by_operator.py

@@ -0,0 +1,53 @@
+# 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'

source/wizards/reassign_prospect_by_prospect.py

@@ -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 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'

source/wizards/schedule_call.py

@@ -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 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'