Compare commits
4 Commits
5873d35f12
...
a1d1e019ec
Author | SHA1 | Date | |
---|---|---|---|
a1d1e019ec | |||
3be97677a7 | |||
d1ad40203b | |||
9c368809f9 |
@ -28,6 +28,7 @@ def register():
|
|||||||
prospect_trace.MakeCallAskTask,
|
prospect_trace.MakeCallAskTask,
|
||||||
prospect.ReassignProspectByOperatorStart,
|
prospect.ReassignProspectByOperatorStart,
|
||||||
prospect.ReassignProspectByProspectStart,
|
prospect.ReassignProspectByProspectStart,
|
||||||
|
call.PendingTask_ContactMethod,
|
||||||
module='sale_opportunity_management', type_='model')
|
module='sale_opportunity_management', type_='model')
|
||||||
Pool.register(
|
Pool.register(
|
||||||
prospect_trace.ScheduleCall,
|
prospect_trace.ScheduleCall,
|
||||||
|
15
call.py
15
call.py
@ -67,8 +67,10 @@ class PendingTask(ModelSQL, ModelView):
|
|||||||
'sale.prospect_trace', 'Prospect trace',
|
'sale.prospect_trace', 'Prospect trace',
|
||||||
required=True, readonly=True)
|
required=True, readonly=True)
|
||||||
|
|
||||||
contacts = fields.One2Many(
|
contacts = fields.Many2Many(
|
||||||
'prospect.contact_method', 'task', 'Contacts', readonly=True)
|
'sale.pendingtask_contactmethod',
|
||||||
|
'pending_task_id', 'contact_method_id',
|
||||||
|
'Contact Methods')
|
||||||
|
|
||||||
@classmethod
|
@classmethod
|
||||||
def __setup__(cls):
|
def __setup__(cls):
|
||||||
@ -89,3 +91,12 @@ class PendingTask(ModelSQL, ModelView):
|
|||||||
@classmethod
|
@classmethod
|
||||||
def default_state(cls):
|
def default_state(cls):
|
||||||
return 'pending'
|
return 'pending'
|
||||||
|
|
||||||
|
|
||||||
|
class PendingTask_ContactMethod(ModelSQL):
|
||||||
|
'Relacion muchos a muchos entre tareas pendientes y mecanismos de contacto'
|
||||||
|
__name__ = "sale.pendingtask_contactmethod"
|
||||||
|
|
||||||
|
pending_task_id = fields.Many2One('sale.pending_task', 'Pending task id')
|
||||||
|
contact_method_id = fields.Many2One(
|
||||||
|
'prospect.contact_method', 'Contact method id')
|
||||||
|
11
prospect.py
11
prospect.py
@ -51,6 +51,11 @@ class Prospect(ModelSQL, ModelView, DeactivableMixin):
|
|||||||
def default_state(cls):
|
def default_state(cls):
|
||||||
return 'unassigned'
|
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')
|
@fields.depends('city', 'department')
|
||||||
def on_change_city(self):
|
def on_change_city(self):
|
||||||
if self.city:
|
if self.city:
|
||||||
@ -74,7 +79,11 @@ class ContactMethod(ModelSQL, ModelView):
|
|||||||
prospect = fields.Many2One('sale.prospect', 'Prospect', required=True)
|
prospect = fields.Many2One('sale.prospect', 'Prospect', required=True)
|
||||||
prospect_trace = fields.Many2One(
|
prospect_trace = fields.Many2One(
|
||||||
'sale.prospect_trace', 'Prospect Trace', required=False)
|
'sale.prospect_trace', 'Prospect Trace', required=False)
|
||||||
task = fields.Many2One('sale.pending_task', 'task ', required=False)
|
|
||||||
|
tasks = fields.Many2Many(
|
||||||
|
'sale.pendingtask_contactmethod',
|
||||||
|
'contact_method_id', 'pending_task_id',
|
||||||
|
'Contact Methods')
|
||||||
|
|
||||||
@classmethod
|
@classmethod
|
||||||
def default_contact_type(cls):
|
def default_contact_type(cls):
|
||||||
|
@ -287,18 +287,42 @@ Hacer llamada y programar tarea::
|
|||||||
>>> make_call.execute('schedule_task')
|
>>> make_call.execute('schedule_task')
|
||||||
|
|
||||||
>>> Task = Model.get('sale.pending_task')
|
>>> Task = Model.get('sale.pending_task')
|
||||||
>>> task, = Task.find([('description', '=', 'I have to send a mail to prospect offering him this services...')])
|
>>> task1, = Task.find([('description', '=', 'I have to send a mail to prospect offering him this services...')])
|
||||||
>>> task
|
|
||||||
proteus.Model.get('sale.pending_task')(1)
|
|
||||||
|
|
||||||
>>> task.state
|
>>> task1
|
||||||
|
proteus.Model.get('sale.pending_task')(1)
|
||||||
|
>>> task1.state
|
||||||
'pending'
|
'pending'
|
||||||
|
|
||||||
>>> task.click('close_task')
|
>>> task1.click('close_task')
|
||||||
>>> task.state
|
|
||||||
|
>>> task1.state
|
||||||
'done'
|
'done'
|
||||||
>>> task.contacts[0].value == prospect_trace.prospect_contacts[0].value
|
>>> task1.contacts[0].value
|
||||||
True
|
'12345678910'
|
||||||
|
|
||||||
|
Programar segunda tarea al mismo seguimiento::
|
||||||
|
>>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
|
||||||
|
>>> make_call.form.description = 'Prospect told me to send him an SMS'
|
||||||
|
>>> make_call.form.interest = '3'
|
||||||
|
>>> make_call.form.schedule_call = 'no'
|
||||||
|
>>> make_call.form.schedule_task = 'yes'
|
||||||
|
>>> make_call.execute('make_call')
|
||||||
|
>>> make_call.form.task_description = 'I have to send a SMS to prospect offering him this services...'
|
||||||
|
>>> make_call.execute('schedule_task')
|
||||||
|
|
||||||
|
>>> task1.save()
|
||||||
|
>>> Task = Model.get('sale.pending_task')
|
||||||
|
>>> task2, = Task.find([('description', '=', 'I have to send a SMS to prospect offering him this services...')])
|
||||||
|
>>> task2
|
||||||
|
proteus.Model.get('sale.pending_task')(2)
|
||||||
|
|
||||||
|
>>> task2.state
|
||||||
|
'pending'
|
||||||
|
>>> task2.contacts[0].value
|
||||||
|
'12345678910'
|
||||||
|
>>> task1.contacts[0].value
|
||||||
|
'12345678910'
|
||||||
|
|
||||||
Hacer llamada y cerrar venta (Seguimiento de prospecto)::
|
Hacer llamada y cerrar venta (Seguimiento de prospecto)::
|
||||||
>>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
|
>>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
|
||||||
@ -366,6 +390,14 @@ Crear un usuario de rol administrador::
|
|||||||
>>> admin.user_admin == True
|
>>> admin.user_admin == True
|
||||||
True
|
True
|
||||||
|
|
||||||
|
Agregar un nuevo método de contacto desde prospecto
|
||||||
|
>>> contact_method = prospect1.contact_methods.new(value='0000000000', name='Nuevo', job='Puesto increíble')
|
||||||
|
>>> prospect1.save()
|
||||||
|
|
||||||
|
>>> prospect1.contact_methods[-1].value
|
||||||
|
'0000000000'
|
||||||
|
>>> prospect_trace.prospect_contacts[-1].value
|
||||||
|
'0000000000'
|
||||||
|
|
||||||
--------
|
--------
|
||||||
Reportes
|
Reportes
|
||||||
|
Loading…
Reference in New Issue
Block a user