feat: Se crea asistente para asignación de prospectos a operarios

__init__.py

@@ -18,9 +18,10 @@ def register():
         prospect.ContactMethod,
         prospect.Prospect,
         prospect_trace.ProspectTrace,
-
+        prospect.AssignOperatorStart,
         module='sale_opportunity_management', type_='model')
     Pool.register(
+        prospect.AssignOperator,
         module='sale_opportunity_management', type_='wizard')
     Pool.register(
         module='sale_opportunity_management', type_='report')

prospect.py

@@ -1,7 +1,9 @@
 # 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 ModelSQL, ModelView, fields
 from trytond.pyson import Eval, If
+from trytond.pool import Pool
 
 
 class Prospect(ModelSQL, ModelView):
@@ -41,6 +43,7 @@ class Prospect(ModelSQL, ModelView):
             self.state = 'assigned'
         else:
             self.state = 'unassigned'
+        pass
 
 
 class ContactMethod(ModelSQL, ModelView):
@@ -72,3 +75,39 @@ class ContactMethod(ModelSQL, ModelView):
                 contact_rec_name += ' [' + str(field) + '] '
 
         return contact_rec_name
+
+
+class AssignOperatorStart(ModelView):
+    'Inicio de asignación de operador'
+    __name__ = 'sale.prospect.assign.start'
+
+    prospects_chunk = fields.Integer('Prospects chunk')
+    operator = fields.Many2One('res.user', 'Operator')
+
+
+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):
+        pool = Pool()
+        Prospect = pool.get('sale.prospect')
+
+        prospects = Prospect.search(
+            [('state', '=', 'unassigned')],
+            limit=self.start.prospects_chunk)
+
+        for prospect in prospects:
+            prospect.assigned_operator = self.start.operator
+            prospect.state = 'assigned'
+            prospect.save()
+
+        return 'end'

prospect.xml

@@ -7,7 +7,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="name">Prospects</field> 
             <field name="res_model">sale.prospect</field> 
         </record>
-
         <record model="ir.ui.view" id="prospect_view_tree">
             <field name="model">sale.prospect</field> 
             <field name="type">tree</field>
@@ -18,7 +17,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="type">form</field>
             <field name="name">prospect_form</field>
         </record>
-
         <record model="ir.action.act_window.view" id="act_prospect_tree_view1">
             <field name="sequence" eval="10"/>
             <field name="view" ref="prospect_view_tree"/>
@@ -29,7 +27,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="view" ref="prospect_view_form"/>
             <field name="act_window" ref="act_prospect_tree"/>
         </record>
-
         <menuitem
             parent="menu_calls"
             sequence="10"
@@ -41,7 +38,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="res_model">sale.prospect</field>
 	        <field name="domain" eval="[('state', '=', 'unassigned')]" pyson="1"/>
         </record>
-
         <record model="ir.ui.view" id="prospect_unassigned_view_tree">
             <field name="model">sale.prospect</field> 
             <field name="type">tree</field>
@@ -52,7 +48,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="type">form</field>
             <field name="name">prospect_form</field>
         </record>
-
         <record model="ir.action.act_window.view" id="act_prospect_unassigned_tree_view1">
             <field name="sequence" eval="10"/>
             <field name="view" ref="prospect_unassigned_view_tree"/>
@@ -63,7 +58,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="view" ref="prospect_view_form"/>
             <field name="act_window" ref="act_prospect_unassigned_tree"/>
         </record>
-
         <menuitem
                 parent="menu_prospects_tree"
                 sequence="10"
@@ -75,7 +69,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="res_model">sale.prospect</field>
 	        <field name="domain" eval="[('state', '=', 'assigned')]" pyson="1"/>
         </record>
-
         <record model="ir.ui.view" id="prospect_assigned_view_tree">
             <field name="model">sale.prospect</field> 
             <field name="type">tree</field>
@@ -86,7 +79,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="type">form</field>
             <field name="name">prospect_form</field>
         </record>
-
         <record model="ir.action.act_window.view" id="act_prospect_assigned_tree_view1">
             <field name="sequence" eval="10"/>
             <field name="view" ref="prospect_assigned_view_tree"/>
@@ -97,7 +89,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="view" ref="prospect_view_form"/>
             <field name="act_window" ref="act_prospect_assigned_tree"/>
         </record>
-
         <menuitem
                 parent="menu_prospects_tree"
                 sequence="10"
@@ -108,7 +99,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="name">Contact method</field> 
             <field name="res_model">prospect.contact_method</field> 
         </record>
-
         <record model="ir.ui.view" id="contact_method_view_tree">
             <field name="model">prospect.contact_method</field> 
             <field name="type">tree</field>
@@ -119,7 +109,6 @@ this repository contains the full copyright notices and license terms. -->
             <field name="type">form</field>
             <field name="name">contact_method_form</field>
         </record>
-
         <record model="ir.action.act_window.view" id="act_contact_method_tree_view1">
             <field name="sequence" eval="10"/>
             <field name="view" ref="contact_method_view_tree"/>
@@ -130,5 +119,11 @@ this repository contains the full copyright notices and license terms. -->
             <field name="view" ref="contact_method_view_form"/>
             <field name="act_window" ref="act_contact_method_tree"/>
         </record>
+
+        <record model="ir.ui.view" id="assign_start_view_form">
+            <field name="model">sale.prospect.assign.start</field>
+            <field name="type">form</field>
+            <field name="name">assign_start_form</field>
+        </record>        
     </data>
 </tryton>

tests/scenario_sale_opportunity_management.rst

@@ -42,50 +42,71 @@ El administrador deberá poder registrar los contactos de diferentes prospectos,
 
 Crear prospecto::
     >>> Prospect = Model.get('sale.prospect')
-    >>> prospect = Prospect()
+    >>> prospect1 = Prospect()
     
-    >>> prospect.name = 'guchito S.A.S'
+    >>> prospect1.name = 'guchito S.A.S'
-    >>> contact_method = prospect.contact_methods.new(value='31223425234', name='Roberto', job='Gerente R.H') 
+    >>> contact_method = prospect1.contact_methods.new(value='31223425234', name='Roberto', job='Gerente R.H') 
-    >>> contact_method = prospect.contact_methods.new(contact_type='mobile', value='12345678910', name='Pancracia', job='Asistente administrativo') 
+    >>> contact_method = prospect1.contact_methods.new(contact_type='mobile', value='12345678910', name='Pancracia', job='Asistente administrativo') 
-    >>> contact_method = prospect.contact_methods.new(contact_type='mail', value='peralto@guchitos.org', name='Peralto', job='Administrador') 
+    >>> contact_method = prospect1.contact_methods.new(contact_type='mail', value='peralto@guchitos.org', name='Peralto', job='Administrador') 
 
     >>> City = Model.get('sale.city')
     >>> medellin, = City.find([('code', '=', 'CO-05001')])
-    >>> prospect.city = medellin
+    >>> prospect1.city = medellin
-    >>> prospect.save()
+    >>> prospect1.save()
 
 Verificar estado final de creación de prospecto::
-    >>> prospect.contact_methods 
+    >>> prospect1.contact_methods 
     [proteus.Model.get('prospect.contact_method')(1), proteus.Model.get('prospect.contact_method')(2), proteus.Model.get('prospect.contact_method')(3)]
-    >>> prospect.contact_methods[0].contact_type
+    >>> prospect1.contact_methods[0].contact_type
     'mobile'
-    >>> prospect.contact_methods[0].job
+    >>> prospect1.contact_methods[0].job
     'Gerente R.H'
-    >>> prospect.contact_methods[2].name
+    >>> prospect1.contact_methods[2].name
     'Peralto'
-    >>> prospect.contact_methods[2].value
+    >>> prospect1.contact_methods[2].value
     'peralto@guchitos.org'
 
-    >>> prospect.city.code
+    >>> prospect1.city.code
     'CO-05001'
-    >>> prospect.department.code
+    >>> prospect1.department.code
     'CO-05'
-    >>> prospect.state
+    >>> prospect1.state
     'unassigned'
 
+Crear segundo prospecto::
+    >>> prospect2 = Prospect()
+    
+    >>> prospect2.name = 'Modernitus S.A.S'
+    >>> contact_method = prospect2.contact_methods.new(value='3122390987', name='Pepe', job='Jefe de ventas') 
+
+    >>> City = Model.get('sale.city')
+    >>> bogota, = City.find([('code', '=', 'CO-11001')])
+    >>> prospect2.city = bogota
+    >>> prospect2.save()
+
 Asignar operario a un prospecto::
     >>> User = Model.get('res.user')
     >>> user,  = User.find([('name', '=', 'Administrator')])
-    >>> prospect.assigned_operator = user
 
-    >>> prospect.assigned_operator.name
+    .. >>> prospect1.assigned_operator = user
+
+    >>> assign = Wizard('sale.prospect.assign', [prospect1, prospect2])
+    >>> assign.form.prospects_chunk = 2
+    >>> assign.form.operator = user
+    >>> assign.execute('assign')
+
+    >>> prospect1.assigned_operator.name
     'Administrator'
-    >>> prospect.state
+    >>> prospect1.state
+    'assigned'
+    >>> prospect2.assigned_operator.name
+    'Administrator'
+    >>> prospect2.state
     'assigned'
 
 Remover operario asignado de un prospecto::
-    >>> prospect.assigned_operator = None
+    >>> prospect1.assigned_operator = None
-    >>> prospect.state
+    >>> prospect1.state
     'unassigned'
 
 
@@ -155,7 +176,7 @@ Crear seguimiento de prospecto::
     >>> ProspectTrace = Model.get('sale.prospect_trace')
     >>> prospect_trace = ProspectTrace()
 
-    >>> prospect_trace.prospect = prospect
+    >>> prospect_trace.prospect = prospect1
     >>> prospect_trace.save()
 
     >>> prospect_trace.prospect.name
@@ -215,10 +236,10 @@ Crear una llamada agendada previamente:
     'open'
 
 Cuando se asigna prospecto sin método de contacto mobile, el contacto en el seguimiento es vacío::
-    >>> prospect2 = Prospect()
+    >>> prospect3 = Prospect()
-    >>> prospect2.name = 'Sin celulares S.A.S'
+    >>> prospect3.name = 'Sin celulares S.A.S'
-    >>> contact_method = prospect2.contact_methods.new(contact_type='mail', value='felpucio@sincelulares.org', name='felpucio', job='Supervisor')
+    >>> contact_method = prospect3.contact_methods.new(contact_type='mail', value='felpucio@sincelulares.org', name='felpucio', job='Supervisor')
-    >>> prospect2.save()
+    >>> prospect3.save()
 
     >>> prospect_trace2 = ProspectTrace()
     >>> prospect_trace2.prospect = prospect2

view/assign_start_form.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<form>
+    <label name="prospects_chunk"/>
+    <field name="prospects_chunk"/>
+    <newline/>
+    <label name="operator"/>
+    <field name="operator"/>
+</form>