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a1d1e019ec
...
5873d35f12
@ -28,7 +28,6 @@ def register():
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prospect_trace.MakeCallAskTask,
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prospect_trace.MakeCallAskTask,
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prospect.ReassignProspectByOperatorStart,
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prospect.ReassignProspectByOperatorStart,
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prospect.ReassignProspectByProspectStart,
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prospect.ReassignProspectByProspectStart,
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call.PendingTask_ContactMethod,
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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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prospect_trace.ScheduleCall,
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15
call.py
15
call.py
@ -67,10 +67,8 @@ class PendingTask(ModelSQL, ModelView):
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'sale.prospect_trace', 'Prospect trace',
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'sale.prospect_trace', 'Prospect trace',
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required=True, readonly=True)
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required=True, readonly=True)
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contacts = fields.Many2Many(
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contacts = fields.One2Many(
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'sale.pendingtask_contactmethod',
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'prospect.contact_method', 'task', 'Contacts', readonly=True)
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'pending_task_id', 'contact_method_id',
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'Contact Methods')
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@classmethod
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@classmethod
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def __setup__(cls):
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def __setup__(cls):
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@ -91,12 +89,3 @@ class PendingTask(ModelSQL, ModelView):
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@classmethod
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@classmethod
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def default_state(cls):
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def default_state(cls):
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return 'pending'
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return 'pending'
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class PendingTask_ContactMethod(ModelSQL):
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'Relacion muchos a muchos entre tareas pendientes y mecanismos de contacto'
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__name__ = "sale.pendingtask_contactmethod"
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pending_task_id = fields.Many2One('sale.pending_task', 'Pending task id')
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contact_method_id = fields.Many2One(
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'prospect.contact_method', 'Contact method id')
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11
prospect.py
11
prospect.py
@ -51,11 +51,6 @@ class Prospect(ModelSQL, ModelView, DeactivableMixin):
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def default_state(cls):
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def default_state(cls):
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return 'unassigned'
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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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@fields.depends('city', 'department')
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def on_change_city(self):
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def on_change_city(self):
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if self.city:
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if self.city:
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@ -79,11 +74,7 @@ class ContactMethod(ModelSQL, ModelView):
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prospect = fields.Many2One('sale.prospect', 'Prospect', required=True)
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prospect = fields.Many2One('sale.prospect', 'Prospect', required=True)
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prospect_trace = fields.Many2One(
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prospect_trace = fields.Many2One(
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'sale.prospect_trace', 'Prospect Trace', required=False)
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'sale.prospect_trace', 'Prospect Trace', required=False)
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task = fields.Many2One('sale.pending_task', 'task ', required=False)
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tasks = fields.Many2Many(
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'sale.pendingtask_contactmethod',
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'contact_method_id', 'pending_task_id',
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'Contact Methods')
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@classmethod
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@classmethod
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def default_contact_type(cls):
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def default_contact_type(cls):
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@ -287,42 +287,18 @@ Hacer llamada y programar tarea::
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>>> make_call.execute('schedule_task')
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>>> make_call.execute('schedule_task')
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>>> Task = Model.get('sale.pending_task')
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>>> Task = Model.get('sale.pending_task')
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>>> task1, = Task.find([('description', '=', 'I have to send a mail to prospect offering him this services...')])
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>>> task, = Task.find([('description', '=', 'I have to send a mail to prospect offering him this services...')])
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>>> task
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>>> task1
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proteus.Model.get('sale.pending_task')(1)
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proteus.Model.get('sale.pending_task')(1)
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>>> task1.state
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>>> task.state
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'pending'
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'pending'
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>>> task1.click('close_task')
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>>> task.click('close_task')
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>>> task.state
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>>> task1.state
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'done'
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'done'
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>>> task1.contacts[0].value
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>>> task.contacts[0].value == prospect_trace.prospect_contacts[0].value
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'12345678910'
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True
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Programar segunda tarea al mismo seguimiento::
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>>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
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>>> make_call.form.description = 'Prospect told me to send him an SMS'
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>>> make_call.form.interest = '3'
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>>> make_call.form.schedule_call = 'no'
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>>> make_call.form.schedule_task = 'yes'
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>>> make_call.execute('make_call')
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>>> make_call.form.task_description = 'I have to send a SMS to prospect offering him this services...'
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>>> make_call.execute('schedule_task')
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>>> task1.save()
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>>> Task = Model.get('sale.pending_task')
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>>> task2, = Task.find([('description', '=', 'I have to send a SMS to prospect offering him this services...')])
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>>> task2
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proteus.Model.get('sale.pending_task')(2)
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>>> task2.state
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'pending'
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>>> task2.contacts[0].value
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'12345678910'
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>>> task1.contacts[0].value
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'12345678910'
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Hacer llamada y cerrar venta (Seguimiento de prospecto)::
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Hacer llamada y cerrar venta (Seguimiento de prospecto)::
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>>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
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>>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
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@ -389,15 +365,7 @@ Crear un usuario de rol administrador::
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>>> admin.save()
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>>> admin.save()
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>>> admin.user_admin == True
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>>> admin.user_admin == True
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True
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True
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Agregar un nuevo método de contacto desde prospecto
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>>> contact_method = prospect1.contact_methods.new(value='0000000000', name='Nuevo', job='Puesto increíble')
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>>> prospect1.save()
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>>> prospect1.contact_methods[-1].value
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'0000000000'
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>>> prospect_trace.prospect_contacts[-1].value
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'0000000000'
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--------
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--------
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Reportes
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Reportes
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