refactor: Se extraen archivos

core/Call/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()

core/Call/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)

core/Call/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'

core/Prospect/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

core/Prospect/models/prospect.py

@@ -0,0 +1,61 @@
+# 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
+
+
+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

core/Prospect/wizards/assign_operator.py

@@ -0,0 +1,83 @@
+# 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
+
+
+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 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()
+        ProspectTrace = pool.get('sale.prospect_trace')
+
+        for prospect in self.start.prospects:
+            prospect.assigned_operator = self.start.operator
+            prospect.state = 'assigned'
+            prospect.save()
+
+            prospect_trace = ProspectTrace(
+                prospect=prospect,
+                prospect_city=prospect.city,
+                prospect_business_unit=prospect.business_unit,
+                prospect_assigned_operator=prospect.assigned_operator,
+                prospect_contacts=prospect.contact_methods
+            )
+            prospect_trace.save()
+
+            prospect.prospect_trace = prospect_trace
+            prospect.save()
+
+        return 'end'

core/Prospect/wizards/reassign_prospect_by_operator.py

@@ -0,0 +1,61 @@
+# 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
+
+
+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):
+        pool = Pool()
+        ProspectTrace = pool.get('sale.prospect_trace')
+
+        for prospect in self.start.prospects:
+            prospect.assigned_operator = self.start.new_operator
+
+            if prospect.prospect_trace:
+                prospect_trace, = ProspectTrace.search(
+                    [('prospect', '=', prospect)])
+                prospect_trace.prospect_assigned_operator =\
+                    self.start.new_operator
+                prospect_trace.save()
+
+            prospect.save()
+
+        return 'end'

core/Prospect/wizards/reassign_prospect_by_prospect.py

@@ -0,0 +1,48 @@
+# 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
+
+
+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):
+        pool = Pool()
+        ProspectTrace = pool.get('sale.prospect_trace')
+
+        self.start.prospect.assigned_operator = self.start.new_operator
+
+        if self.start.prospect.prospect_trace:
+            prospect_trace, = ProspectTrace.search(
+                [('prospect', '=', self.start.prospect)])
+            prospect_trace.prospect_assigned_operator =\
+                self.start.new_operator
+            prospect_trace.save()
+
+        self.start.prospect.save()
+        return 'end'

core/ProspectTrace/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

core/ProspectTrace/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()

core/ProspectTrace/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 core.ProspectTrace.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'

core/Role/models/user.py

@@ -0,0 +1,17 @@
+# 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')
+
+    @classmethod
+    def __setup__(cls):
+        super(User, cls).__setup__()
+        cls._context_fields.insert(0, 'user_admin')