fix: Se crean llamadas desde el punto de vista desde el seguimiento de prospecto
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@ -17,14 +17,17 @@ class ProspectTrace(ModelSQL, ModelView):
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pending_calls = fields.One2Many(
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pending_calls = fields.One2Many(
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'sale.pending_call', 'prospect_trace', 'Pending calls')
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'sale.pending_call', 'prospect_trace', 'Pending calls')
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_interest_field_type = fields.Selection(
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current_interest = fields.Selection(
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Interest.get_interest_levels(), 'Current interest')
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Interest.get_interest_levels(), 'Current interest')
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current_interest = fields.Function(
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_interest_field_type, '_get_current_interest')
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@fields.depends('calls', 'current_interest')
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def on_change_calls(self):
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if self.calls:
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self.current_interest = self.calls[-1].interest
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def get_rec_name(self, name):
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def get_rec_name(self, name):
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if self.prospect:
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if self.prospect:
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return '[' + self.id + '] ' + self.prospect.name
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return '[' + str(self.id) + '] ' + self.prospect.name
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@fields.depends('prospect')
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@fields.depends('prospect')
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def on_change_prospect(self):
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def on_change_prospect(self):
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@ -2,10 +2,11 @@ class Interest():
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@staticmethod
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@staticmethod
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def get_interest_levels():
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def get_interest_levels():
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interest_levels = [
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interest_levels = [
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('0', '0 - No contestó'),
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('', None),
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('1', '1 - total desinterés'),
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('0', '0 - Not answered'),
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('2', '2 - Interés intermedio'),
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('1', '1 - Complete disinterest'),
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('3', '3 - Interés alto, generar venta')
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('2', '2 - Middle interest'),
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('3', '3 - High interest')
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]
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]
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return interest_levels
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return interest_levels
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@ -147,41 +147,28 @@ Crear seguimiento de prospecto::
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>>> prospect_trace.prospect_contact.value
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>>> prospect_trace.prospect_contact.value
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'31223425234'
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'31223425234'
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Crear llamada a un seguimiento de prospecto::
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Crear llamadas a un seguimiento de prospecto desde el seguimiento de prospecto::
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>>> Call = Model.get('sale.call')
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>>> call = prospect_trace.calls.new(description='First call', interest='0', call_type='first_call')
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>>> call = Call()
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>>> call = prospect_trace.calls.new(description='Second call', interest='1', call_type='followup_call')
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>>> call = prospect_trace.calls.new(description='Third call', interest='3', call_type='followup_call')
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>>> prospect_trace.save()
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>>> call.description = 'Descripción u observaciones de la llamada'
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>>> call.prospect_trace = prospect_trace
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>>> call.interest = '0'
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>>> call.call_type = 'first_call'
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>>> call.save()
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>>> call.prospect_trace.prospect.name
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Verificar estado final del seguimiento del prospecto y sus llamadas
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'guchito S.A.S'
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>>> prospect_trace.calls[0].call_result
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>>> call.date == date.today()
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True
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>>> call.call_result
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'missed_call'
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'missed_call'
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>>> prospect_trace.calls[0].date == date.today()
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Crear otra llamada al mismo seguimiento de prospecto::
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>>> call2 = Call()
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>>> call2.description = 'Segunda llamada al mismo seguimiento'
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>>> call2.prospect_trace = prospect_trace
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>>> call2.interest = '2'
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>>> call2.call_type = 'followup_call'
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>>> call2.save()
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>>> call2.prospect_trace.prospect.name
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'guchito S.A.S'
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>>> call2.date == date.today()
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True
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True
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>>> call2.call_result
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>>> prospect_trace.calls[1].call_result
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'answered_call'
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'answered_call'
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>>> prospect_trace.calls
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[proteus.Model.get('sale.call')(1), proteus.Model.get('sale.call')(2), proteus.Model.get('sale.call')(3)]
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>>> prospect_trace.current_interest
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'3'
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Programar una próxima llamada al seguimiento de prospecto::
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Programar una próxima llamada pendiente al seguimiento de prospecto::
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>>> PendingCall = Model.get('sale.pending_call')
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>>> PendingCall = Model.get('sale.pending_call')
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>>> pending_call = PendingCall()
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>>> pending_call = PendingCall()
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@ -191,14 +178,8 @@ Programar una próxima llamada al seguimiento de prospecto::
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>>> pending_call.prospect_trace.prospect.name
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>>> pending_call.prospect_trace.prospect.name
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'guchito S.A.S'
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'guchito S.A.S'
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Verificar estado final del seguimiento de prospecto::
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>>> prospect_trace.calls
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[proteus.Model.get('sale.call')(1), proteus.Model.get('sale.call')(2)]
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>>> prospect_trace.pending_calls
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>>> prospect_trace.pending_calls
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[proteus.Model.get('sale.pending_call')(1)]
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[proteus.Model.get('sale.pending_call')(1)]
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>>> prospect_trace.current_interest
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'2'
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--------
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--------
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Reportes
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Reportes
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