feat: Se crea asistente para asignación de prospectos a operarios
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1f52dcba26
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@ -18,9 +18,10 @@ def register():
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prospect.ContactMethod,
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prospect.Prospect,
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prospect_trace.ProspectTrace,
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prospect.AssignOperatorStart,
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module='sale_opportunity_management', type_='model')
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Pool.register(
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prospect.AssignOperator,
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module='sale_opportunity_management', type_='wizard')
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Pool.register(
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module='sale_opportunity_management', type_='report')
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39
prospect.py
39
prospect.py
@ -1,7 +1,9 @@
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# This file is part of Tryton. The COPYRIGHT file at the top level of
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# this repository contains the full copyright notices and license terms.
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from trytond.wizard import Wizard, StateView, Button, StateTransition
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from trytond.model import ModelSQL, ModelView, fields
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from trytond.pyson import Eval, If
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from trytond.pool import Pool
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class Prospect(ModelSQL, ModelView):
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@ -41,6 +43,7 @@ class Prospect(ModelSQL, ModelView):
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self.state = 'assigned'
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else:
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self.state = 'unassigned'
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pass
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class ContactMethod(ModelSQL, ModelView):
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@ -72,3 +75,39 @@ class ContactMethod(ModelSQL, ModelView):
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contact_rec_name += ' [' + str(field) + '] '
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return contact_rec_name
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class AssignOperatorStart(ModelView):
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'Inicio de asignación de operador'
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__name__ = 'sale.prospect.assign.start'
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prospects_chunk = fields.Integer('Prospects chunk')
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operator = fields.Many2One('res.user', 'Operator')
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class AssignOperator(Wizard):
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'Asignar operador a prospecto'
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__name__ = 'sale.prospect.assign'
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start = StateView(
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'sale.prospect.assign.start',
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'sale_opportunity_management.assign_start_view_form', [
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Button("Cancel", 'end', 'tryton-cancel'),
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Button("Assign", 'assign', 'tryton-ok', default=True)])
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assign = StateTransition()
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def transition_assign(self):
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pool = Pool()
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Prospect = pool.get('sale.prospect')
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prospects = Prospect.search(
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[('state', '=', 'unassigned')],
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limit=self.start.prospects_chunk)
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for prospect in prospects:
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prospect.assigned_operator = self.start.operator
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prospect.state = 'assigned'
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prospect.save()
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return 'end'
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45
prospect.xml
45
prospect.xml
@ -7,7 +7,6 @@ this repository contains the full copyright notices and license terms. -->
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<field name="name">Prospects</field>
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<field name="res_model">sale.prospect</field>
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</record>
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<record model="ir.ui.view" id="prospect_view_tree">
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<field name="model">sale.prospect</field>
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<field name="type">tree</field>
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@ -18,7 +17,6 @@ this repository contains the full copyright notices and license terms. -->
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<field name="type">form</field>
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<field name="name">prospect_form</field>
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</record>
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<record model="ir.action.act_window.view" id="act_prospect_tree_view1">
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<field name="sequence" eval="10"/>
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<field name="view" ref="prospect_view_tree"/>
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@ -29,19 +27,17 @@ this repository contains the full copyright notices and license terms. -->
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<field name="view" ref="prospect_view_form"/>
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<field name="act_window" ref="act_prospect_tree"/>
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</record>
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<menuitem
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parent="menu_calls"
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sequence="10"
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id="menu_prospects_tree"
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action="act_prospect_tree"/>
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<record model="ir.action.act_window" id="act_prospect_unassigned_tree">
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<record model="ir.action.act_window" id="act_prospect_unassigned_tree">
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<field name="name">Unassigned</field>
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<field name="res_model">sale.prospect</field>
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<field name="domain" eval="[('state', '=', 'unassigned')]" pyson="1"/>
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<field name="domain" eval="[('state', '=', 'unassigned')]" pyson="1"/>
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</record>
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<record model="ir.ui.view" id="prospect_unassigned_view_tree">
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<field name="model">sale.prospect</field>
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<field name="type">tree</field>
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@ -52,7 +48,6 @@ this repository contains the full copyright notices and license terms. -->
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<field name="type">form</field>
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<field name="name">prospect_form</field>
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</record>
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<record model="ir.action.act_window.view" id="act_prospect_unassigned_tree_view1">
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<field name="sequence" eval="10"/>
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<field name="view" ref="prospect_unassigned_view_tree"/>
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@ -63,19 +58,17 @@ this repository contains the full copyright notices and license terms. -->
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<field name="view" ref="prospect_view_form"/>
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<field name="act_window" ref="act_prospect_unassigned_tree"/>
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</record>
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<menuitem
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parent="menu_prospects_tree"
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sequence="10"
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id="menu_prospects_unassigned_tree"
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action="act_prospect_unassigned_tree"/>
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<menuitem
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parent="menu_prospects_tree"
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sequence="10"
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id="menu_prospects_unassigned_tree"
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action="act_prospect_unassigned_tree"/>
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<record model="ir.action.act_window" id="act_prospect_assigned_tree">
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<record model="ir.action.act_window" id="act_prospect_assigned_tree">
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<field name="name">Assigned</field>
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<field name="res_model">sale.prospect</field>
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<field name="domain" eval="[('state', '=', 'assigned')]" pyson="1"/>
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<field name="domain" eval="[('state', '=', 'assigned')]" pyson="1"/>
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</record>
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<record model="ir.ui.view" id="prospect_assigned_view_tree">
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<field name="model">sale.prospect</field>
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<field name="type">tree</field>
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@ -86,7 +79,6 @@ this repository contains the full copyright notices and license terms. -->
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<field name="type">form</field>
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<field name="name">prospect_form</field>
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</record>
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<record model="ir.action.act_window.view" id="act_prospect_assigned_tree_view1">
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<field name="sequence" eval="10"/>
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<field name="view" ref="prospect_assigned_view_tree"/>
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@ -97,18 +89,16 @@ this repository contains the full copyright notices and license terms. -->
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<field name="view" ref="prospect_view_form"/>
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<field name="act_window" ref="act_prospect_assigned_tree"/>
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</record>
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<menuitem
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parent="menu_prospects_tree"
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sequence="10"
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id="menu_prospects_assigned_tree"
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action="act_prospect_assigned_tree"/>
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<menuitem
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parent="menu_prospects_tree"
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sequence="10"
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id="menu_prospects_assigned_tree"
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action="act_prospect_assigned_tree"/>
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<record model="ir.action.act_window" id="act_contact_method_tree">
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<field name="name">Contact method</field>
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<field name="res_model">prospect.contact_method</field>
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</record>
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<record model="ir.ui.view" id="contact_method_view_tree">
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<field name="model">prospect.contact_method</field>
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<field name="type">tree</field>
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@ -119,7 +109,6 @@ this repository contains the full copyright notices and license terms. -->
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<field name="type">form</field>
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<field name="name">contact_method_form</field>
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</record>
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<record model="ir.action.act_window.view" id="act_contact_method_tree_view1">
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<field name="sequence" eval="10"/>
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<field name="view" ref="contact_method_view_tree"/>
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@ -130,5 +119,11 @@ this repository contains the full copyright notices and license terms. -->
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<field name="view" ref="contact_method_view_form"/>
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<field name="act_window" ref="act_contact_method_tree"/>
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</record>
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<record model="ir.ui.view" id="assign_start_view_form">
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<field name="model">sale.prospect.assign.start</field>
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<field name="type">form</field>
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<field name="name">assign_start_form</field>
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</record>
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</data>
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</tryton>
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@ -42,50 +42,71 @@ El administrador deberá poder registrar los contactos de diferentes prospectos,
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Crear prospecto::
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>>> Prospect = Model.get('sale.prospect')
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>>> prospect = Prospect()
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>>> prospect1 = Prospect()
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>>> prospect.name = 'guchito S.A.S'
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>>> contact_method = prospect.contact_methods.new(value='31223425234', name='Roberto', job='Gerente R.H')
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>>> contact_method = prospect.contact_methods.new(contact_type='mobile', value='12345678910', name='Pancracia', job='Asistente administrativo')
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>>> contact_method = prospect.contact_methods.new(contact_type='mail', value='peralto@guchitos.org', name='Peralto', job='Administrador')
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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(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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>>> City = Model.get('sale.city')
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>>> medellin, = City.find([('code', '=', 'CO-05001')])
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>>> prospect.city = medellin
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>>> prospect.save()
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>>> prospect1.city = medellin
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>>> prospect1.save()
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Verificar estado final de creación de prospecto::
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>>> prospect.contact_methods
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>>> prospect1.contact_methods
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[proteus.Model.get('prospect.contact_method')(1), proteus.Model.get('prospect.contact_method')(2), proteus.Model.get('prospect.contact_method')(3)]
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>>> prospect.contact_methods[0].contact_type
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>>> prospect1.contact_methods[0].contact_type
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'mobile'
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>>> prospect.contact_methods[0].job
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>>> prospect1.contact_methods[0].job
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'Gerente R.H'
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>>> prospect.contact_methods[2].name
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>>> prospect1.contact_methods[2].name
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'Peralto'
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>>> prospect.contact_methods[2].value
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>>> prospect1.contact_methods[2].value
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'peralto@guchitos.org'
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>>> prospect.city.code
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>>> prospect1.city.code
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'CO-05001'
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>>> prospect.department.code
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>>> prospect1.department.code
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'CO-05'
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>>> prospect.state
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>>> prospect1.state
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'unassigned'
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Crear segundo prospecto::
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>>> prospect2 = Prospect()
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>>> prospect2.name = 'Modernitus S.A.S'
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>>> contact_method = prospect2.contact_methods.new(value='3122390987', name='Pepe', job='Jefe de ventas')
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>>> City = Model.get('sale.city')
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>>> bogota, = City.find([('code', '=', 'CO-11001')])
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>>> prospect2.city = bogota
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>>> prospect2.save()
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Asignar operario a un prospecto::
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>>> User = Model.get('res.user')
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>>> user, = User.find([('name', '=', 'Administrator')])
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>>> prospect.assigned_operator = user
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>>> prospect.assigned_operator.name
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.. >>> prospect1.assigned_operator = user
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>>> assign = Wizard('sale.prospect.assign', [prospect1, prospect2])
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>>> assign.form.prospects_chunk = 2
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>>> assign.form.operator = user
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>>> assign.execute('assign')
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>>> prospect1.assigned_operator.name
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'Administrator'
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>>> prospect.state
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>>> prospect1.state
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'assigned'
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>>> prospect2.assigned_operator.name
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'Administrator'
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>>> prospect2.state
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'assigned'
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Remover operario asignado de un prospecto::
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>>> prospect.assigned_operator = None
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>>> prospect.state
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>>> prospect1.assigned_operator = None
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>>> prospect1.state
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'unassigned'
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@ -155,7 +176,7 @@ Crear seguimiento de prospecto::
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>>> ProspectTrace = Model.get('sale.prospect_trace')
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>>> prospect_trace = ProspectTrace()
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>>> prospect_trace.prospect = prospect
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>>> prospect_trace.prospect = prospect1
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>>> prospect_trace.save()
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>>> prospect_trace.prospect.name
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@ -215,10 +236,10 @@ Crear una llamada agendada previamente:
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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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>>> prospect2 = Prospect()
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>>> prospect2.name = 'Sin celulares S.A.S'
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>>> contact_method = prospect2.contact_methods.new(contact_type='mail', value='felpucio@sincelulares.org', name='felpucio', job='Supervisor')
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>>> prospect2.save()
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>>> prospect3 = Prospect()
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>>> prospect3.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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>>> prospect3.save()
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>>> prospect_trace2 = ProspectTrace()
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>>> prospect_trace2.prospect = prospect2
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10
view/assign_start_form.xml
Normal file
10
view/assign_start_form.xml
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@ -0,0 +1,10 @@
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<?xml version="1.0"?>
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<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
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this repository contains the full copyright notices and license terms. -->
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<form>
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<label name="prospects_chunk"/>
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<field name="prospects_chunk"/>
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<newline/>
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<label name="operator"/>
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<field name="operator"/>
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</form>
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