8 Commits

Author SHA1 Message Date
f00e849ab9 feat: Se agrega traducción
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2023-11-02 13:31:03 -05:00
30a37af5de fix: Se añade depends al botón de cerrar tareas
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2023-11-02 13:17:19 -05:00
2ee22b1c0c fix: Si se agrega o modifica un método de contacto luego de que se haya generado la tarea, esta no se actualiza
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2023-10-28 21:41:09 -05:00
f4566b7db4 chore(ContactMethod): refactor - se centraliza lógica de actualización de colaboradores
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2023-10-28 20:20:32 -05:00
a1d1e019ec fix: al crear segunda tarea al mismo seguimiento se pierden los contact_methods de la anterior
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2023-10-20 17:50:44 -05:00
3be97677a7 Merge branch '6.8' of https://gitea.onecluster.org/OneTeam/trytondo-sale_opportunity_management into pantallaDeTareasNoMuestraContactMethod_#74 2023-10-20 16:31:17 -05:00
5873d35f12 feat(Pantalla Tareas pendientes): Se agregan vistas de método de contacto, #74
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2023-10-19 19:58:46 -05:00
85d5f714ef feat: Se implementa en las pruebas metodos de contacto dentro de PendingTask
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2023-10-19 19:52:40 -05:00
27 changed files with 595 additions and 632 deletions

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@@ -7,7 +7,7 @@
[ ! -d "$SRC" ] && die "no se ubica ruta en SRC"
# dependencias minimas
pip3 install psycopg2 proteus==6.8 inotify honcho
pip3 install psycopg2 proteus inotify honcho
# instalar dependencias de tryton desde paquete
python3 setup.py install

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@@ -1,3 +1,4 @@
#
# variables que puedo usar? https://woodpecker-ci.org/docs/0.15/usage/environment#built-in-environment-variables
steps:
@@ -32,7 +33,7 @@ steps:
<p>${CI_COMMIT_AUTHOR}: <a href="${CI_BUILD_LINK}">Task ${CI_BUILD_NUMBER}</a> <font color="green"><b>TODO BIEN EN ${CI_REPO}</b></font></p>
<pre><a href="${CI_COMMIT_LINK}">${CI_COMMIT_MESSAGE}</a></pre>
when:
status: [success]
status: [ success ]
notify-failure:
image: plugins/matrix
@@ -48,7 +49,7 @@ steps:
<p>${CI_COMMIT_AUTHOR}: <a href="${CI_BUILD_LINK}">Task ${CI_BUILD_NUMBER}</a> <font color="red"><b>!!!TODO MAL EN ${CI_REPO} </b></font></p>
<pre><a href="${CI_COMMIT_LINK}">${CI_COMMIT_MESSAGE}</a></pre>
when:
status: [failure]
status: [ failure ]
services:
postgres:

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@@ -3,7 +3,7 @@ FROM node as builder-node
ENV SERIES 6.8
RUN npm install -g bower
RUN curl https://downloads.tryton.org/${SERIES}/tryton-sao-6.8.4.tgz | tar zxf - -C /
RUN curl https://downloads.tryton.org/${SERIES}/tryton-sao-last.tgz | tar zxf - -C /
RUN cd /package && bower install --allow-root
FROM python:3.9-bullseye

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@@ -1,62 +1,41 @@
from trytond.pool import Pool
# Prospect Core
from core.Prospect.models.prospect import Prospect
from core.Prospect.models.contact_method import ContactMethod
from core.Prospect.wizards.assign_operator \
import AssignOperator, AssignOperatorStart
from core.Prospect.wizards.reassign_prospect_by_prospect \
import ReasignProspectByProspect, ReassignProspectByProspectStart
from core.Prospect.wizards.reassign_prospect_by_operator \
import ReassignProspectByOperator, ReassignProspectByOperatorStart
# Prospect Trace Core
from core.ProspectTrace.wizards.make_call \
import MakeCall, MakeCallAsk, MakeCallAskTask, MakeCallStart
from core.ProspectTrace.wizards.schedule_call \
import ScheduleCall, ScheduleCallStart
from core.ProspectTrace.models.prospect_trace \
import ProspectTrace
# Call Core
from core.Call.models.call import Call
from core.Call.models.pending_call import PendingCall
from core.Call.models.pending_task import PendingTask
# Role core
from core.Role.models.user import User
from locations import city
from locations import department
from . import prospect
from . import prospect_trace
from . import call
from . import pending_call
from . import user
from .locations import city
from .locations import department
__all__ = ['register']
def register():
Pool.register(
User,
PendingCall,
Call,
PendingTask,
user.User,
pending_call.PendingCall,
call.Call,
call.PendingTask,
department.Department,
city.City,
ContactMethod,
Prospect,
ProspectTrace,
AssignOperatorStart,
ScheduleCallStart,
MakeCallStart,
MakeCallAsk,
MakeCallAskTask,
ReassignProspectByOperatorStart,
ReassignProspectByProspectStart,
prospect.ContactMethod,
prospect.Prospect,
prospect_trace.ProspectTrace,
prospect.AssignOperatorStart,
prospect_trace.ScheduleCallStart,
prospect_trace.MakeCallStart,
prospect_trace.MakeCallAsk,
prospect_trace.MakeCallAskTask,
prospect.ReassignProspectByOperatorStart,
prospect.ReassignProspectByProspectStart,
call.PendingTask_ContactMethod,
module='sale_opportunity_management', type_='model')
Pool.register(
ScheduleCall,
AssignOperator,
MakeCall,
ReassignProspectByOperator,
ReasignProspectByProspect,
prospect_trace.ScheduleCall,
prospect.AssignOperator,
prospect_trace.MakeCall,
prospect.ReassignProspectByOperator,
prospect.ReasignProspectByProspect,
module='sale_opportunity_management', type_='wizard')
Pool.register(
module='sale_opportunity_management', type_='report')

103
call.py Normal file
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@@ -0,0 +1,103 @@
from trytond.model import ModelSQL, ModelView, fields
from trytond.pyson import Eval
from datetime import date
from .selections.interest import Interest
from .selections.call_types import CallTypes
from .selections.call_results import CallResults
class Call(ModelSQL, ModelView):
'Llamada'
__name__ = 'sale.call'
_order_name = 'date'
_states = {'readonly': True}
date = fields.Date('Date', states=_states)
description = fields.Text('Description', strip=True)
prospect_trace = fields.Many2One(
'sale.prospect_trace', 'Prospect trace', required=True, states=_states)
interest = fields.Selection(
Interest.get_interest_levels(), 'Interest', required=True)
call_type = fields.Selection(
CallTypes.get_call_types(), 'Call type', states=_states)
call_result = fields.Selection(
CallResults.get_call_results(),
'Call result', states=_states)
call_business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit', states=_states
)
operator_who_called = fields.Many2One(
'res.user', "Operator who called", states=_states)
@classmethod
def __setup__(cls):
super(Call, cls).__setup__()
cls._order = [
('date', 'DESC NULLS FIRST')
]
@classmethod
def default_date(cls):
return date.today()
class PendingTask(ModelSQL, ModelView):
'Tarea a realizar a un seguimiento de prospecto'
__name__ = "sale.pending_task"
description = fields.Text(
'Description', required=True,
states={
'readonly': Eval('state') == 'done'
})
state = fields.Selection(
[('pending', 'Pending'),
('done', 'Done')],
'State')
prospect_trace = fields.Many2One(
'sale.prospect_trace', 'Prospect trace',
required=True, readonly=True)
contacts = fields.Many2Many(
'sale.pendingtask_contactmethod',
'pending_task_id', 'contact_method_id',
'Contact Methods')
@classmethod
def __setup__(cls):
super(PendingTask, cls).__setup__()
cls._buttons.update({
'close_task': {
'invisible': Eval('state') == 'done',
'depends': ['state'],
}
})
@classmethod
@ModelView.button
def close_task(cls, tasks):
for task in tasks:
task.state = 'done'
task.save()
@classmethod
def default_state(cls):
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')

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@@ -1,50 +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.model import ModelSQL, ModelView, fields
from datetime import date
from selections.interest import Interest
from selections.call_types import CallTypes
from selections.call_results import CallResults
class Call(ModelSQL, ModelView):
'Llamada'
__name__ = 'sale.call'
_order_name = 'date'
_states = {'readonly': True}
date = fields.Date('Date', states=_states)
description = fields.Text('Description', strip=True)
prospect_trace = fields.Many2One(
'sale.prospect_trace', 'Prospect trace', required=True, states=_states)
interest = fields.Selection(
Interest.get_interest_levels(), 'Interest', required=True)
call_type = fields.Selection(
CallTypes.get_call_types(), 'Call type', states=_states)
call_result = fields.Selection(
CallResults.get_call_results(),
'Call result', states=_states)
call_business_unit = fields.Selection(
[('brigade', 'Brigade'),
('optics', 'Optics'),
('equipment', 'Equipment')],
'Business unit', states=_states
)
operator_who_called = fields.Many2One(
'res.user', "Operator who called", states=_states)
@classmethod
def __setup__(cls):
super(Call, cls).__setup__()
cls._order = [
('date', 'DESC NULLS FIRST')
]
@classmethod
def default_date(cls):
return date.today()

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@@ -1,45 +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.model import ModelSQL, ModelView, fields
from trytond.pyson import Eval
class PendingTask(ModelSQL, ModelView):
'Tarea a realizar a un seguimiento de prospecto'
__name__ = "sale.pending_task"
description = fields.Text(
'Description', required=True,
states={
'readonly': Eval('state') == 'done'
})
state = fields.Selection(
[('pending', 'Pending'),
('done', 'Done')],
'State')
prospect_trace = fields.Many2One(
'sale.prospect_trace', 'Prospect trace',
required=True, readonly=True)
@classmethod
def __setup__(cls):
super(PendingTask, cls).__setup__()
cls._buttons.update({
'close_task': {
'invisible': Eval('state') == 'done'
}
})
@classmethod
@ModelView.button
def close_task(cls, tasks):
for task in tasks:
task.state = 'done'
task.save()
@classmethod
def default_state(cls):
return 'pending'

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@@ -1,37 +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.model import ModelSQL, ModelView, fields
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

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@@ -1,61 +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.model import ModelSQL, ModelView, fields, DeactivableMixin
from trytond.pyson import Eval, If
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

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@@ -1,83 +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 ModelView, fields
from trytond.pyson import Eval
from trytond.pool import Pool
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'

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@@ -1,61 +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 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'

View File

@@ -1,48 +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 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'

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@@ -1,106 +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.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

View File

@@ -1,40 +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 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'

View File

@@ -246,6 +246,10 @@ msgctxt "field:sale.pending_task,prospect_trace:"
msgid "Prospect trace"
msgstr "Seguimiento de prospecto"
msgctxt "field:sale.pending_task,contacts:"
msgid "Contact Methods"
msgstr "Métodos de Contacto"
msgctxt "field:sale.prospect_trace.make_call.start,schedule_task:"
msgid "Schedule task?"
msgstr "¿Agendar tarea?"

View File

@@ -1,6 +1,5 @@
# 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

279
prospect.py Normal file
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@@ -0,0 +1,279 @@
# 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.update_collaborators(changed_from='prospect')
@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)
tasks = fields.Many2Many(
'sale.pendingtask_contactmethod',
'contact_method_id', 'pending_task_id',
'Tasks')
@classmethod
def default_contact_type(cls):
return 'mobile'
def update_collaborators(self, changed_from):
if (changed_from == 'prospect'):
self.prospect_trace = self.prospect.prospect_trace
if (self.prospect_trace):
self.tasks = self.prospect.prospect_trace.tasks
if (changed_from == 'prospect_trace'):
self.prospect = self.prospect_trace.prospect
self.tasks = self.prospect_trace.tasks
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'

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@@ -1,15 +1,149 @@
# 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.model import ModelSQL, ModelView, fields
from trytond.pool import Pool
from trytond.pyson import Eval
from selections.call_types import CallTypes
from selections.interest import Interest
from .selections.call_types import CallTypes
from .selections.interest import Interest
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)
tasks = fields.One2Many(
'sale.pending_task', 'prospect_trace',
'Pending Tasks', 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.update_collaborators(changed_from='prospect_trace')
@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):
'Inicio de creación de llamada a seguimiento de prospecto'
__name__ = 'sale.prospect_trace.make_call.start'
@@ -132,6 +266,7 @@ class MakeCall(Wizard):
task = Task()
task.description = description
task.prospect_trace = prospect_trace
task.contacts = prospect_trace.prospect_contacts
task.save()
@classmethod

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@@ -1,35 +0,0 @@
.. Importaciones::
.. >>> from proteus import Model, Wizard
.. >>> from trytond.tests.tools import activate_modules
.. Activar módulos::
.. >>> config = activate_modules('sale_opportunity_management')
.. Crear operario::
.. >>> User = Model.get('res.user')
.. >>> operator = User(name="Operario", login="operario")
.. Crear prospecto::
.. >>> Prospect = Model.get('sale.prospect')
.. >>> prospect = Prospect()
.. >>> prospect.name = 'Assignable To Me S.A.S'
.. >>> contact_method = prospect.contact_methods.new(value='123123123', name='Ricardo', job='Infraestructura')
.. >>> prospect.business_unit = 'brigade'
.. >>> prospect.save()
.. [ Se abre una ventana preguntandole al usuario si quiere asignarse a sí mismo el prospecto recién creado ]
.. >>> assign_to_me_wizard = Wizard('sale.prospect.assign_to_me', [prospect])
.. >>> assign_to_me_wizard.form.assign_to_me = true
.. >>> assign_to_me_wizard.execute('assign_to_me')
.. [ Se inició seguimiento, asignado al operador que lo creó ]
.. >>> ProspectTrace = Model.get('sale.prospect_trace')
.. >>> prospect_trace, = ProspectTrace.find([('prospect', '=', prospect)])
.. >>> prospect_trace.prospect_assigned_operator.id
.. operator.id

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@@ -287,16 +287,42 @@ Hacer llamada y programar tarea::
>>> make_call.execute('schedule_task')
>>> Task = Model.get('sale.pending_task')
>>> task, = Task.find([('description', '=', 'I have to send a mail to prospect offering him this services...')])
>>> task
proteus.Model.get('sale.pending_task')(1)
>>> task1, = Task.find([('description', '=', 'I have to send a mail to prospect offering him this services...')])
>>> task.state
>>> task1
proteus.Model.get('sale.pending_task')(1)
>>> task1.state
'pending'
>>> task.click('close_task')
>>> task.state
>>> task1.click('close_task')
>>> task1.state
'done'
>>> task1.contacts[0].value
'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)::
>>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
@@ -347,7 +373,6 @@ Reasignar prospectos por prospecto::
>>> reassign_by_prospect.form.prospect = prospect1
>>> reassign_by_prospect.form.new_operator = user
>>> reassign_by_prospect.execute('reassign_by_prospect')
>>> prospect1.reload()
>>> prospect1.assigned_operator.name
@@ -364,7 +389,7 @@ Crear un usuario de rol administrador::
>>> admin.save()
>>> admin.user_admin == 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()

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@@ -1,6 +1,6 @@
# 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 fields
from trytond.pool import PoolMeta

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@@ -8,5 +8,8 @@ this repository contains the full copyright notices and license terms. -->
<newline/>
<label name="description"/>
<field name="description"/>
<newline/>
<label name="contacts"/>
<field name="contacts"/>
</group>
</form>

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@@ -4,5 +4,6 @@ this repository contains the full copyright notices and license terms. -->
<tree>
<field name="prospect_trace" expand="1"/>
<field name="description" expand="1"/>
<field name="contacts" expand="1"/>
<button name="close_task"/>
</tree>