refactor: Se extraen archivos
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@ -1,4 +1,3 @@
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#
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# variables que puedo usar? https://woodpecker-ci.org/docs/0.15/usage/environment#built-in-environment-variables
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# variables que puedo usar? https://woodpecker-ci.org/docs/0.15/usage/environment#built-in-environment-variables
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steps:
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steps:
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@ -33,7 +32,7 @@ steps:
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<p>${CI_COMMIT_AUTHOR}: <a href="${CI_BUILD_LINK}">Task ${CI_BUILD_NUMBER}</a> <font color="green"><b>TODO BIEN EN ${CI_REPO}</b></font></p>
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<p>${CI_COMMIT_AUTHOR}: <a href="${CI_BUILD_LINK}">Task ${CI_BUILD_NUMBER}</a> <font color="green"><b>TODO BIEN EN ${CI_REPO}</b></font></p>
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<pre><a href="${CI_COMMIT_LINK}">${CI_COMMIT_MESSAGE}</a></pre>
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<pre><a href="${CI_COMMIT_LINK}">${CI_COMMIT_MESSAGE}</a></pre>
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when:
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when:
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status: [ success ]
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status: [success]
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notify-failure:
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notify-failure:
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image: plugins/matrix
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image: plugins/matrix
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@ -49,7 +48,7 @@ steps:
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<p>${CI_COMMIT_AUTHOR}: <a href="${CI_BUILD_LINK}">Task ${CI_BUILD_NUMBER}</a> <font color="red"><b>!!!TODO MAL EN ${CI_REPO} </b></font></p>
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<p>${CI_COMMIT_AUTHOR}: <a href="${CI_BUILD_LINK}">Task ${CI_BUILD_NUMBER}</a> <font color="red"><b>!!!TODO MAL EN ${CI_REPO} </b></font></p>
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<pre><a href="${CI_COMMIT_LINK}">${CI_COMMIT_MESSAGE}</a></pre>
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<pre><a href="${CI_COMMIT_LINK}">${CI_COMMIT_MESSAGE}</a></pre>
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when:
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when:
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status: [ failure ]
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status: [failure]
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services:
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services:
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postgres:
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postgres:
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74
__init__.py
74
__init__.py
@ -1,40 +1,62 @@
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from trytond.pool import Pool
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from trytond.pool import Pool
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from . import prospect
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from . import prospect_trace
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# Prospect Core
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from . import call
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from core.Prospect.models.prospect import Prospect
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from . import pending_call
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from core.Prospect.models.contact_method import ContactMethod
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from . import user
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from core.Prospect.wizards.assign_operator \
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from .locations import city
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import AssignOperator, AssignOperatorStart
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from .locations import department
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from core.Prospect.wizards.reassign_prospect_by_prospect \
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import ReasignProspectByProspect, ReassignProspectByProspectStart
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from core.Prospect.wizards.reassign_prospect_by_operator \
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import ReassignProspectByOperator, ReassignProspectByOperatorStart
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# Prospect Trace Core
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from core.ProspectTrace.wizards.make_call \
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import MakeCall, MakeCallAsk, MakeCallAskTask, MakeCallStart
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from core.ProspectTrace.wizards.schedule_call \
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import ScheduleCall, ScheduleCallStart
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from core.ProspectTrace.models.prospect_trace \
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import ProspectTrace
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# Call Core
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from core.Call.models.call import Call
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from core.Call.models.pending_call import PendingCall
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from core.Call.models.pending_task import PendingTask
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# Role core
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from core.Role.models.user import User
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from locations import city
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from locations import department
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__all__ = ['register']
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__all__ = ['register']
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def register():
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def register():
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Pool.register(
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Pool.register(
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user.User,
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User,
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pending_call.PendingCall,
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PendingCall,
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call.Call,
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Call,
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call.PendingTask,
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PendingTask,
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department.Department,
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department.Department,
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city.City,
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city.City,
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prospect.ContactMethod,
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ContactMethod,
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prospect.Prospect,
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Prospect,
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prospect_trace.ProspectTrace,
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ProspectTrace,
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prospect.AssignOperatorStart,
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AssignOperatorStart,
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prospect_trace.ScheduleCallStart,
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ScheduleCallStart,
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prospect_trace.MakeCallStart,
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MakeCallStart,
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prospect_trace.MakeCallAsk,
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MakeCallAsk,
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prospect_trace.MakeCallAskTask,
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MakeCallAskTask,
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prospect.ReassignProspectByOperatorStart,
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ReassignProspectByOperatorStart,
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prospect.ReassignProspectByProspectStart,
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ReassignProspectByProspectStart,
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module='sale_opportunity_management', type_='model')
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module='sale_opportunity_management', type_='model')
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Pool.register(
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Pool.register(
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prospect_trace.ScheduleCall,
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ScheduleCall,
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prospect.AssignOperator,
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AssignOperator,
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prospect_trace.MakeCall,
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MakeCall,
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prospect.ReassignProspectByOperator,
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ReassignProspectByOperator,
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prospect.ReasignProspectByProspect,
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ReasignProspectByProspect,
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module='sale_opportunity_management', type_='wizard')
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module='sale_opportunity_management', type_='wizard')
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Pool.register(
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Pool.register(
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module='sale_opportunity_management', type_='report')
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module='sale_opportunity_management', type_='report')
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@ -1,9 +1,11 @@
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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.model import ModelSQL, ModelView, fields
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from trytond.pyson import Eval
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from datetime import date
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from datetime import date
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from .selections.interest import Interest
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from selections.interest import Interest
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from .selections.call_types import CallTypes
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from selections.call_types import CallTypes
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from .selections.call_results import CallResults
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from selections.call_results import CallResults
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class Call(ModelSQL, ModelView):
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class Call(ModelSQL, ModelView):
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@ -46,43 +48,3 @@ class Call(ModelSQL, ModelView):
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@classmethod
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@classmethod
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def default_date(cls):
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def default_date(cls):
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return date.today()
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return date.today()
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class PendingTask(ModelSQL, ModelView):
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'Tarea a realizar a un seguimiento de prospecto'
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__name__ = "sale.pending_task"
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description = fields.Text(
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'Description', required=True,
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states={
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'readonly': Eval('state') == 'done'
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})
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state = fields.Selection(
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[('pending', 'Pending'),
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('done', 'Done')],
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'State')
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prospect_trace = fields.Many2One(
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'sale.prospect_trace', 'Prospect trace',
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required=True, readonly=True)
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@classmethod
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def __setup__(cls):
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super(PendingTask, cls).__setup__()
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cls._buttons.update({
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'close_task': {
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'invisible': Eval('state') == 'done'
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}
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})
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@classmethod
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@ModelView.button
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def close_task(cls, tasks):
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for task in tasks:
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task.state = 'done'
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task.save()
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@classmethod
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def default_state(cls):
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return 'pending'
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# This file is part of Tryton. The COPYRIGHT file at the top level of
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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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# 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.model import ModelSQL, ModelView, fields
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45
core/Call/models/pending_task.py
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45
core/Call/models/pending_task.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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class PendingTask(ModelSQL, ModelView):
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'Tarea a realizar a un seguimiento de prospecto'
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__name__ = "sale.pending_task"
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description = fields.Text(
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'Description', required=True,
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states={
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'readonly': Eval('state') == 'done'
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})
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state = fields.Selection(
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[('pending', 'Pending'),
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('done', 'Done')],
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'State')
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prospect_trace = fields.Many2One(
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'sale.prospect_trace', 'Prospect trace',
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required=True, readonly=True)
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@classmethod
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def __setup__(cls):
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super(PendingTask, cls).__setup__()
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cls._buttons.update({
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'close_task': {
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'invisible': Eval('state') == 'done'
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}
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})
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@classmethod
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@ModelView.button
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def close_task(cls, tasks):
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for task in tasks:
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task.state = 'done'
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task.save()
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@classmethod
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def default_state(cls):
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return 'pending'
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0
core/Prospect/models/__init__.py
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0
core/Prospect/models/__init__.py
Normal file
37
core/Prospect/models/contact_method.py
Normal file
37
core/Prospect/models/contact_method.py
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@ -0,0 +1,37 @@
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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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class ContactMethod(ModelSQL, ModelView):
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'Mecanismo de contacto'
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__name__ = 'prospect.contact_method'
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contact_type = fields.Selection([
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('phone', 'Phone'),
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('mobile', 'Mobile'),
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('mail', 'Mail')
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], 'Contact type', required=True)
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value = fields.Char('Value', required=True)
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name = fields.Char('Name')
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job = fields.Char('Job')
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prospect = fields.Many2One('sale.prospect', 'Prospect', required=True)
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prospect_trace = fields.Many2One(
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'sale.prospect_trace', 'Prospect Trace', required=False)
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@classmethod
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def default_contact_type(cls):
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return 'mobile'
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def get_rec_name(self, name):
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fields = [self.name, self.job, self.value]
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contact_rec_name = ''
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for field in fields:
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if field:
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contact_rec_name += ' [' + str(field) + '] '
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return contact_rec_name
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61
core/Prospect/models/prospect.py
Normal file
61
core/Prospect/models/prospect.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, DeactivableMixin
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from trytond.pyson import Eval, If
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class Prospect(ModelSQL, ModelView, DeactivableMixin):
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'Prospecto'
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__name__ = 'sale.prospect'
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_rec_name = 'name'
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name = fields.Char('Name', required=True)
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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', required=True
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)
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contact_methods = fields.One2Many(
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'prospect.contact_method',
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'prospect', 'Contact methods', required=True)
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department = fields.Many2One('sale.department', 'Department')
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city = fields.Many2One('sale.city', 'City',
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domain=[If(Eval('department'),
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('parent', '=', Eval('department')))])
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assigned_operator = fields.Many2One(
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'res.user', "Assigned operator", readonly=True)
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state = fields.Selection([
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('unassigned', 'Unsassigned'),
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('assigned', 'Assigned')], "State", readonly=True)
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prospect_trace = fields.Many2One('sale.prospect_trace', 'Prospect trace')
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rating = fields.Selection(
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[(None, None),
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('1', '1'),
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('2', '2'),
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('3', '3'),
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('4', '4'),
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('5', '5')], 'Rating (1-5)')
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comments = fields.Text('Comments')
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@classmethod
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def default_state(cls):
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return 'unassigned'
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@fields.depends('prospect_trace', 'contact_methods')
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def on_change_contact_methods(self):
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for contact in self.contact_methods:
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contact.prospect_trace = self.prospect_trace
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@fields.depends('city', 'department')
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def on_change_city(self):
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if self.city:
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self.department = self.city.parent
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0
core/Prospect/wizards/__init__.py
Normal file
0
core/Prospect/wizards/__init__.py
Normal file
83
core/Prospect/wizards/assign_operator.py
Normal file
83
core/Prospect/wizards/assign_operator.py
Normal file
@ -0,0 +1,83 @@
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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 trytond.pool import Pool
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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(
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'Prospects chunk', required=True,
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states={
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'readonly': ~Eval('business_unit', False)})
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operator = fields.Many2One('res.user', 'Operator', required=True)
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prospects = fields.One2Many(
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'sale.prospect', None, 'Prospects', readonly=True)
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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',
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states={
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'readonly': Eval('prospects_chunk', False)}
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)
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@classmethod
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def default_prospects_chunk(cls):
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return 0
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@fields.depends('prospects_chunk', 'prospects', 'business_unit')
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def on_change_prospects_chunk(self):
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pool = Pool()
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Prospect = pool.get('sale.prospect')
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if self.prospects_chunk >= 1:
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self.prospects = []
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self.prospects = Prospect.search(
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[('state', '=', 'unassigned'),
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('business_unit', '=', self.business_unit)],
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limit=self.prospects_chunk)
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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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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'
|
61
core/Prospect/wizards/reassign_prospect_by_operator.py
Normal file
61
core/Prospect/wizards/reassign_prospect_by_operator.py
Normal file
@ -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'
|
48
core/Prospect/wizards/reassign_prospect_by_prospect.py
Normal file
48
core/Prospect/wizards/reassign_prospect_by_prospect.py
Normal file
@ -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'
|
0
core/ProspectTrace/models/__init__.py
Normal file
0
core/ProspectTrace/models/__init__.py
Normal file
106
core/ProspectTrace/models/prospect_trace.py
Normal file
106
core/ProspectTrace/models/prospect_trace.py
Normal file
@ -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
|
@ -1,146 +1,15 @@
|
|||||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||||
# this repository contains the full copyright notices and license terms.
|
# this repository contains the full copyright notices and license terms.
|
||||||
|
|
||||||
from trytond.wizard import Wizard, StateView, Button, StateTransition
|
from trytond.wizard import Wizard, StateView, Button, StateTransition
|
||||||
from trytond.model import ModelSQL, ModelView, fields
|
from trytond.model import ModelView, fields
|
||||||
from trytond.pool import Pool
|
from trytond.pool import Pool
|
||||||
from trytond.pyson import Eval
|
from trytond.pyson import Eval
|
||||||
from .selections.call_types import CallTypes
|
from selections.call_types import CallTypes
|
||||||
from .selections.interest import Interest
|
from selections.interest import Interest
|
||||||
from datetime import datetime
|
from datetime import datetime
|
||||||
|
|
||||||
|
|
||||||
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
|
|
||||||
|
|
||||||
|
|
||||||
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'
|
|
||||||
|
|
||||||
|
|
||||||
class MakeCallStart(ModelView):
|
class MakeCallStart(ModelView):
|
||||||
'Inicio de creación de llamada a seguimiento de prospecto'
|
'Inicio de creación de llamada a seguimiento de prospecto'
|
||||||
__name__ = 'sale.prospect_trace.make_call.start'
|
__name__ = 'sale.prospect_trace.make_call.start'
|
40
core/ProspectTrace/wizards/schedule_call.py
Normal file
40
core/ProspectTrace/wizards/schedule_call.py
Normal file
@ -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'
|
0
core/Role/models/__init__.py
Normal file
0
core/Role/models/__init__.py
Normal file
@ -1,6 +1,6 @@
|
|||||||
|
|
||||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||||
# this repository contains the full copyright notices and license terms.
|
# this repository contains the full copyright notices and license terms.
|
||||||
|
|
||||||
from trytond.model import fields
|
from trytond.model import fields
|
||||||
from trytond.pool import PoolMeta
|
from trytond.pool import PoolMeta
|
||||||
|
|
265
prospect.py
265
prospect.py
@ -1,265 +0,0 @@
|
|||||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
|
||||||
# this repository contains the full copyright notices and license terms.
|
|
||||||
from trytond.wizard import Wizard, StateView, Button, StateTransition
|
|
||||||
from trytond.model import ModelSQL, ModelView, fields, DeactivableMixin
|
|
||||||
from trytond.pyson import Eval, If
|
|
||||||
from trytond.pool import Pool
|
|
||||||
|
|
||||||
|
|
||||||
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
|
|
||||||
|
|
||||||
|
|
||||||
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
|
|
||||||
|
|
||||||
|
|
||||||
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'
|
|
||||||
|
|
||||||
|
|
||||||
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'
|
|
||||||
|
|
||||||
|
|
||||||
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'
|
|
Loading…
Reference in New Issue
Block a user