refactor: Se extraen archivos
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core/ProspectTrace/models/__init__.py
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core/ProspectTrace/models/__init__.py
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106
core/ProspectTrace/models/prospect_trace.py
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core/ProspectTrace/models/prospect_trace.py
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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.model import ModelSQL, ModelView, fields
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from trytond.pyson import Eval
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from selections.interest import Interest
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class ProspectTrace(ModelSQL, ModelView):
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'Seguimiento de un prospecto'
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__name__ = 'sale.prospect_trace'
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_states = {'readonly': True}
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prospect = fields.Many2One(
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'sale.prospect', 'Prospect', required=True, states=_states)
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prospect_business_unit = fields.Selection(
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[('brigade', 'Brigade'),
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('optics', 'Optics'),
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('equipment', 'Equipment')],
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'Business unit', states=_states
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)
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prospect_contacts = fields.One2Many(
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'prospect.contact_method', 'prospect_trace',
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'Prospect contacts', required=True)
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prospect_city = fields.Many2One('sale.city', 'City',
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states=_states)
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prospect_assigned_operator = fields.Many2One(
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'res.user', "Assigned operator", states=_states)
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calls = fields.One2Many(
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'sale.call', 'prospect_trace', 'Calls', states=_states)
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pending_call = fields.Many2One(
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'sale.pending_call', 'Pending call', states=_states)
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current_interest = fields.Selection(
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Interest.get_interest_levels(), 'Current interest',
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states=_states)
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state = fields.Selection([
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('unassigned', 'Unassigned'),
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('open', 'Open'),
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('with_pending_calls', 'With pending calls'),
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('closed', 'Closed')
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], 'State',
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states=_states)
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@fields.depends('prospect_contacts', 'prospect')
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def on_change_prospect_contacts(self):
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for contact in self.prospect_contacts:
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contact.prospect = self.prospect
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@classmethod
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def __setup__(cls):
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super(ProspectTrace, cls).__setup__()
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cls._buttons.update({
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'wizard_schedule': {
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'invisible': Eval('state') == 'with_pending_calls',
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},
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'wizard_make_call': {},
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'close_trace': {
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'invisible': Eval('state') == 'closed',
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'depends': ['state']
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},
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'reopen_trace': {
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'invisible': (Eval('state') == 'open')
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| (Eval('state') == 'with_pending_calls'),
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'depends': ['state']
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}
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})
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@classmethod
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def default_state(cls):
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return 'open'
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@classmethod
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@ModelView.button_action(
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'sale_opportunity_management.schedule_call_wizard')
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def wizard_schedule(cls, prospect_traces):
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pass
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@classmethod
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@ModelView.button_action(
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'sale_opportunity_management.make_call_wizard')
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def wizard_make_call(cls, prospect_traces):
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pass
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@classmethod
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@ModelView.button
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def close_trace(cls, prospect_traces):
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for prospect_trace in prospect_traces:
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prospect_trace.state = 'closed'
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prospect_trace.save()
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@classmethod
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@ModelView.button
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def reopen_trace(cls, prospect_traces):
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for prospect_trace in prospect_traces:
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prospect_trace.state = 'open'
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prospect_trace.save()
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def get_rec_name(self, name):
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if self.prospect:
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return '[' + str(self.id) + '] ' + self.prospect.name
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147
core/ProspectTrace/wizards/make_call.py
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147
core/ProspectTrace/wizards/make_call.py
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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 ModelView, fields
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from trytond.pool import Pool
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from trytond.pyson import Eval
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from selections.call_types import CallTypes
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from selections.interest import Interest
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from datetime import datetime
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class MakeCallStart(ModelView):
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'Inicio de creación de llamada a seguimiento de prospecto'
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__name__ = 'sale.prospect_trace.make_call.start'
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description = fields.Text('Description')
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interest = fields.Selection(
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Interest.get_interest_levels(), 'Interest', required=True)
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schedule_call = fields.Selection(
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[('yes', 'Yes'),
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('no', 'No')], 'Schedule call?', required=True)
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schedule_task = fields.Selection(
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[('yes', 'Yes'),
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('no', 'No')], 'Schedule task?', required=True)
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class MakeCallAsk(ModelView):
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'Posible agendación de llamada luego de hacer llamada actual'
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__name__ = 'sale.prospect_trace.make_call.ask'
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currency_date = fields.DateTime('Currency Date', readonly=True)
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datetime = fields.DateTime('Date time', domain=[
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('datetime', '>=', Eval('currency_date'))])
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@classmethod
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def default_currency_date(cls):
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date = datetime.now()
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return date
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class MakeCallAskTask(ModelView):
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'Posible agendación de tarea luego de hacer llamada actual'
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__name__ = 'sale.prospect_trace.make_call.ask_task'
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task_description = fields.Text('Task description')
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class MakeCall(Wizard):
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'Crear llamada a un seguimiento de prospecto'
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__name__ = 'sale.prospect_trace.make_call'
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start = StateView(
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'sale.prospect_trace.make_call.start',
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'sale_opportunity_management.make_call_start_view_form', [
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Button("Cancel", 'end', 'tryton-cancel'),
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Button("Make call", 'make_call', 'tryton-ok', default=True)])
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make_call = StateTransition()
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ask = StateView(
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'sale.prospect_trace.make_call.ask',
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'sale_opportunity_management.make_call_ask_view_form', [
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Button("Cancel", 'end', 'tryton-cancel'),
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Button(
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"Schedule call", 'schedule_call', 'tryton-ok', default=True)])
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schedule_call = StateTransition()
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ask_task = StateView(
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'sale.prospect_trace.make_call.ask_task',
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'sale_opportunity_management.make_call_ask_task_view_form', [
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Button("Cancel", 'end', 'tryton-cancel'),
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Button("Schedule task", 'schedule_task', 'tryton-ok', default=True)
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]
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)
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schedule_task = StateTransition()
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def transition_make_call(self):
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prospect_trace = self.record
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pool = Pool()
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Call = pool.get('sale.call')
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call = Call()
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call.description = self.start.description
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call.interest = self.start.interest
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call.prospect_trace = self.record
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call.call_business_unit = self.record.prospect_business_unit
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call.operator_who_called = self.record.prospect_assigned_operator
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if call.interest == '0':
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call.call_result = 'missed_call'
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else:
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call.call_result = 'answered_call'
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already_exist_a_call = len(prospect_trace.calls) >= 1
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if already_exist_a_call:
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followup_call_type = CallTypes.get_call_types()[1][0]
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call.call_type = followup_call_type
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else:
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first_call_type = CallTypes.get_call_types()[0][0]
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call.call_type = first_call_type
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call.save()
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prospect_trace.current_interest = call.interest
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if prospect_trace.pending_call:
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prospect_trace.pending_call = None
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prospect_trace.state = 'open'
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prospect_trace.calls += (call,)
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prospect_trace.save()
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if self.start.schedule_call == 'yes':
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return 'ask'
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if self.start.schedule_task == 'yes':
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return 'ask_task'
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return 'end'
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def transition_schedule_task(self):
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self.create_schedule_task(self.ask_task.task_description, self.record)
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return 'end'
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def transition_schedule_call(self):
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self.create_schedule_call(self.ask.datetime, self.record)
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if (self.start.schedule_call and self.start.schedule_task) == 'yes':
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return 'ask_task'
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return 'end'
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@classmethod
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def create_schedule_task(cls, description, prospect_trace):
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pool = Pool()
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Task = pool.get('sale.pending_task')
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task = Task()
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task.description = description
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task.prospect_trace = prospect_trace
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task.save()
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@classmethod
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def create_schedule_call(cls, datetime, prospect_trace):
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pool = Pool()
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PendingCall = pool.get('sale.pending_call')
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pending_call = PendingCall()
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pending_call.date = datetime
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pending_call.save()
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prospect_trace.pending_call = pending_call
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prospect_trace.state = 'with_pending_calls'
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prospect_trace.save()
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40
core/ProspectTrace/wizards/schedule_call.py
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40
core/ProspectTrace/wizards/schedule_call.py
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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 ModelView, fields
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from trytond.pyson import Eval
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from datetime import datetime
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from core.ProspectTrace.wizards.make_call import MakeCall
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class ScheduleCallStart(ModelView):
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'Inicio agendar llamada a seguimiento de prospecto'
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__name__ = 'sale.prospect_trace.schedule.start'
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currency_date = fields.DateTime('Currency Date', readonly=True)
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date_time = fields.DateTime('Date time', domain=[
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('date_time', '>=', Eval('currency_date'))])
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@classmethod
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def default_currency_date(cls):
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date = datetime.now()
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return date
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class ScheduleCall(Wizard):
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'Agendar llamada a seguimiento de prospecto'
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__name__ = 'sale.prospect_trace.schedule'
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start = StateView(
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'sale.prospect_trace.schedule.start',
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'sale_opportunity_management.schedule_start_view_form', [
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Button("Cancel", 'end', 'tryton-cancel'),
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Button("Schedule", 'schedule', 'tryton-ok', default=True)])
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schedule = StateTransition()
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def transition_schedule(self):
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MakeCall.create_schedule_call(self.start.date_time, self.record)
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return 'end'
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