No-estable: Inicio reporte por operario

__init__.py

@@ -4,6 +4,7 @@ from . import prospect_trace
 from . import call
 from . import pending_call
 from . import user
+from . import print_report_by_operator
 from .locations import city
 from .locations import department
 
@@ -14,8 +15,8 @@ def register():
     Pool.register(
         user.User,
         pending_call.PendingCall,
-        pending_call.PendingTask,
         call.Call,
+        call.PendingTask,
         department.Department,
         city.City,
         prospect.ContactMethod,
@@ -28,6 +29,7 @@ def register():
         prospect_trace.MakeCallAskTask,
         prospect.ReassignProspectByOperatorStart,
         prospect.ReassignProspectByProspectStart,
+        print_report_by_operator.PrintReportByOperatorStart,
         module='sale_opportunity_management', type_='model')
     Pool.register(
         prospect_trace.ScheduleCall,
@@ -35,6 +37,7 @@ def register():
         prospect_trace.MakeCall,
         prospect.ReassignProspectByOperator,
         prospect.ReasignProspectByProspect,
+        print_report_by_operator.PrintReportByOperator,
         module='sale_opportunity_management', type_='wizard')
     Pool.register(
         module='sale_opportunity_management', type_='report')

call.py

@@ -1,7 +1,6 @@
 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
@@ -47,3 +46,43 @@ class Call(ModelSQL, ModelView):
     @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)
+
+    @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'

call.xml

@@ -99,11 +99,37 @@ this repository contains the full copyright notices and license terms. -->
         <field name="view" ref="pending_task_view_form"/>
         <field name="act_window" ref="act_pending_task_tree"/>
     </record>
+    <record model="ir.action.act_window.domain" id="act_task_domain_pending">
+        <field name="name">Pending</field>
+        <field name="sequence" eval="10"/>
+        <field name="domain" eval="[('state', '=', 'pending')]" pyson="1"/>
+        <field name="count" eval="True"/>
+        <field name="act_window" ref="act_pending_task_tree"/>
+    </record>
+    <record model="ir.action.act_window.domain" id="act_task_domain_done">
+        <field name="name">Done</field>
+        <field name="sequence" eval="20"/>
+        <field name="domain" eval="[('state', '=', 'done')]" pyson="1"/>
+        <field name="count" eval="True"/>
+        <field name="act_window" ref="act_pending_task_tree"/>
+    </record>
+    <record model="ir.action.act_window.domain" id="act_task_domain_all">
+        <field name="name">All</field>
+        <field name="sequence" eval="9999"/>
+        <field name="domain"/>
+        <field name="count" eval="True"/>
+        <field name="act_window" ref="act_pending_task_tree"/>
+    </record>
     <menuitem
         parent="menu_calls"
         sequence="60"
         id="menu_pending_tasks"
         action="act_pending_task_tree"
         icon="tryton-graph"/>
+    <record model="ir.model.button" id="close_task_button">
+        <field name="name">close_task</field>
+        <field name="string">Close task</field>
+        <field name="model" search="[('model', '=', 'sale.pending_task')]"/>
+    </record>
     </data>
 </tryton>

locale/es.po

@@ -2,10 +2,6 @@
 msgid ""
 msgstr "Content-Type: text/plain; charset=utf-8\n"
 
-msgctxt "field:res.user,user_admin:"
-msgid "Is Admin"
-msgstr "Es Administrador"
-
 msgctxt "model:res.group,name:group_prospect"
 msgid "Prospects"
 msgstr "Prospectos"
@@ -30,6 +26,10 @@ msgctxt "model:res.group,name:group_prospect_trace_admin"
 msgid "Traces Administrator"
 msgstr "Administración de Seguimientos"
 
+msgctxt "field:res.user,user_admin:"
+msgid "Is Admin"
+msgstr "Es Administrador"
+
 msgctxt "field:sale.prospect_trace,prospect:"
 msgid "Prospect"
 msgstr "Prospecto"
@@ -76,7 +76,11 @@ msgstr "Unidad de negocio"
 
 msgctxt "view:sale.prospect:"
 msgid "Contact methods"
-msgstr "Metodos de contacto"
+msgstr "Métodos de contacto"
+
+msgctxt "view:sale.prospect:"
+msgid "About prospect"
+msgstr "Tipificación del prospecto"
 
 msgctxt "field:sale.prospect,contact_methods:"
 msgid "Contact methods"
@@ -102,6 +106,14 @@ msgctxt "field:sale.prospect,prospect_trace:"
 msgid "Prospect trace"
 msgstr "Seguimiento de prospecto"
 
+msgctxt "field:sale.prospect,rating:"
+msgid "Rating (1-5)"
+msgstr "Calificación (1-5)"
+
+msgctxt "field:sale.prospect,comments:"
+msgid "Comments"
+msgstr "Comentarios"
+
 msgctxt "field:sale.call,date:"
 msgid "Date"
 msgstr "Fecha"
@@ -226,6 +238,21 @@ msgctxt "field:sale.prospect_trace.make_call.ask,datetime:"
 msgid "Date time"
 msgstr "Fecha y hora"
 
+msgctxt "field:sale.pending_task,description:"
+msgid "Description"
+msgstr "Descripción"
+
+msgctxt "field:sale.pending_task,prospect_trace:"
+msgid "Prospect trace"
+msgstr "Seguimiento de prospecto"
+
+msgctxt "field:sale.prospect_trace.make_call.start,schedule_task:"
+msgid "Schedule task?"
+msgstr "¿Agendar tarea?"
+
+msgctxt "field:sale.prospect_trace.make_call.ask_task,task_description:"
+msgid "Task description"
+msgstr "Descripción de la tarea"
 
 msgctxt "selection:sale.prospect,business_unit:"
 msgid "Brigade"
@@ -259,6 +286,10 @@ msgctxt "selection:prospect.contact_method,contact_type:"
 msgid "Mail"
 msgstr "Correo electrónico"
 
+msgctxt "selection:sale.prospect,rating:"
+msgid "None"
+msgstr "Sin calificación"
+
 msgctxt "selection:sale.prospect.assign.start,business_unit:"
 msgid "Brigade"
 msgstr "Brigada"
@@ -387,6 +418,11 @@ msgctxt "selection:sale.call,call_business_unit:"
 msgid "Equipment"
 msgstr "Equipos"
 
+msgctxt "selection:sale.prospect_trace.make_call.start,schedule_task:"
+msgid "Yes"
+msgstr "Si"
+
+
 msgctxt "model:ir.ui.menu,name:menu_calls"
 msgid "Calls"
 msgstr "Llamadas"
@@ -419,6 +455,10 @@ msgctxt "model:ir.ui.menu,name:menu_reassign_by_prospect_wizard"
 msgid "Reassign by prospect"
 msgstr "Reasignar por prospecto"
 
+msgctxt "model:ir.ui.menu,name:menu_pending_tasks"
+msgid "Pending tasks"
+msgstr "Tareas pendientes"
+
 
 msgctxt "model:ir.model.button,string:schedule_call_wizard_button"
 msgid "Schedule call"
@@ -436,6 +476,10 @@ msgctxt "model:ir.model.button,string:reopen_trace_button"
 msgid "Reopen trace"
 msgstr "Reabrir seguimiento"
 
+msgctxt "model:ir.model.button,string:close_task_button"
+msgid "Close task"
+msgstr "Cerrar tarea"
+
 
 msgctxt "wizard_button:sale.prospect_trace.make_call,start,end:"
 msgid "Cancel"
@@ -451,7 +495,7 @@ msgstr "Cancelar"
 
 msgctxt "wizard_button:sale.prospect_trace.make_call,ask,schedule_call:"
 msgid "Schedule call"
-msgstr "Agendar"
+msgstr "Agendar llamada"
 
 msgctxt "wizard_button:sale.prospect_trace.schedule,start,end:"
 msgid "Cancel"
@@ -459,7 +503,15 @@ msgstr "Cancelar"
 
 msgctxt "wizard_button:sale.prospect_trace.schedule,start,schedule:"
 msgid "Schedule"
-msgstr "Agendar"
+msgstr "Agendar llamada"
+
+msgctxt "wizard_button:sale.prospect_trace.make_call,ask_task,end:"
+msgid "Cancel"
+msgstr "Cancelar"
+
+msgctxt "wizard_button:sale.prospect_trace.make_call,ask_task,schedule_task:"
+msgid "Schedule task"
+msgstr "Agendar tarea"
 
 msgctxt "wizard_button:sale.prospect.assign,start,end:"
 msgid "Cancel"
@@ -513,6 +565,19 @@ msgctxt "model:ir.action.act_window.domain,name:act_prospect_domain_assigned"
 msgid "Assigned"
 msgstr "Asignado"
 
+msgctxt "model:ir.action.act_window.domain,name:act_task_domain_pending"
+msgid "Pending"
+msgstr "Pendiente"
+
+msgctxt "model:ir.action.act_window.domain,name:act_task_domain_done"
+msgid "Done"
+msgstr "Completado"
+
+msgctxt "model:ir.action.act_window.domain,name:act_task_domain_all"
+msgid "All"
+msgstr "Todo"
+
+
 msgctxt "model:ir.action,name:schedule_call_wizard"
 msgid "Schedule call"
 msgstr "Agendar llamada"

pending_call.py

@@ -12,18 +12,3 @@ class PendingCall(ModelSQL, ModelView):
     def get_rec_name(self, name):
         if self.date:
             return str(self.date)
-
-
-class PendingTask(ModelSQL, ModelView):
-    'Tarea pendiente a un seguimiento de prospecto'
-    __name__ = "sale.pending_task"
-
-    description = fields.Text('Description', required=True)
-    done = fields.Boolean('Done')
-    prospect_trace = fields.Many2One(
-        'sale.prospect_trace', 'Prospect trace',
-        required=True, readonly=True)
-
-    @classmethod
-    def default_done(cls):
-        return False

print_report_by_operator.py

@@ -0,0 +1,24 @@
+# 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.wizard import Wizard, StateView, Button  # , StateReport
+from trytond.model import fields, ModelView
+
+
+class PrintReportByOperatorStart(ModelView):
+    'Vista inicial de reporte por operario'
+    __name__ = 'sale.print_report_by_operator.start'
+
+    start_date = fields.Date('Start date')
+    end_date = fields.Date('End date')
+
+
+class PrintReportByOperator(Wizard):
+    'Generar reporte por operario'
+    __name__ = 'sale.print_report_by_operator'
+
+    start = StateView(
+        'sale.print_report_by_operator.start',
+        'sale_opportunity_management.print_report_by_operator_start_view_form',
+        [Button("Cancel", "end", "tryton-cancel"),
+         Button("Print Report", "print_report", "tryton-ok", default=True)])

print_report_by_operator.xml

@@ -0,0 +1,16 @@
+<!-- <?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<tryton>
+    <data>
+        <record model="ir.action.wizard" id="print_report_by_operator_wizard">
+            <field name="name">Print report by operator</field>
+            <field name="wiz_name">sale.print_report_by_operator</field>
+    	</record>
+        <record model="ir.ui.view" id="print_report_by_operator_start_view_form">
+            <field name="model">sale.print_report_by_operator.start</field>
+            <field name="type">form</field>
+            <field name="name">print_report_by_operator_start_form</field>
+        </record>
+    <data>
+<tryton/> -->

prospect.py

@@ -1,12 +1,12 @@
 # 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
+from trytond.model import ModelSQL, ModelView, fields, DeactivableMixin
 from trytond.pyson import Eval, If
 from trytond.pool import Pool
 
 
-class Prospect(ModelSQL, ModelView):
+class Prospect(ModelSQL, ModelView, DeactivableMixin):
     'Prospecto'
     __name__ = 'sale.prospect'
     _rec_name = 'name'
@@ -38,6 +38,15 @@ class Prospect(ModelSQL, ModelView):
 
     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'

prospect.xml

@@ -21,6 +21,9 @@ this repository contains the full copyright notices and license terms. -->
 
         <record model="ir.action.act_window" id="act_prospect_tree">
             <field name="name">Prospects</field> 
+            <field name="domain"
+                   eval="[If(Eval('context', {}).get('user_admin', None), (), ('assigned_operator', '=', Eval('_user')))]"
+                   pyson="1"/>
             <field name="res_model">sale.prospect</field> 
         </record>
         <record model="ir.ui.view" id="prospect_view_tree">

prospect_trace.py

@@ -24,8 +24,8 @@ class ProspectTrace(ModelSQL, ModelView):
         'Business unit', states=_states
     )
     prospect_contacts = fields.One2Many(
-        'prospect.contact_method', 'prospect_trace', 'Prospect contacts',
+        'prospect.contact_method', 'prospect_trace',
-        states=_states)
+        'Prospect contacts', required=True)
     prospect_city = fields.Many2One('sale.city', 'City',
                                     states=_states)
 
@@ -49,6 +49,11 @@ class ProspectTrace(ModelSQL, ModelView):
             ], '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__()

tests/scenario_sale_opportunity_management.rst

@@ -95,6 +95,10 @@ Crear tercer prospecto::
     >>> prospect3.business_unit = 'optics'
     >>> prospect3.save()
 
+Asignar tipificación a un prospecto
+    >>> prospect3.rating = '1'
+    >>> prospect3.comments = 'Calificación al cliente' 
+
 ------------------------------------
 Asignación de prospectos a operarios
 ------------------------------------
@@ -192,6 +196,11 @@ Verificar creación de seguimiento de prospecto::
     >>> prospect_trace.prospect_contacts
     [proteus.Model.get('prospect.contact_method')(1), proteus.Model.get('prospect.contact_method')(2), proteus.Model.get('prospect.contact_method')(3)]
 
+Agregar un método de contacto desde el seguimiento de prospecto::
+    >>> contact_method_ = prospect_trace.prospect_contacts.new(value='31231231212', name='Carlos', job='Supervisor')
+    >>> contact_method_.prospect
+    proteus.Model.get('sale.prospect')(1)
+
 
 Crear llamadas a un seguimiento de prospecto::
     >>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
@@ -265,7 +274,7 @@ Crear una llamada agendada previamente::
     >>> prospect_trace.state
     'open'
 
-Hacer llamada y programar tarea
+Hacer llamada y programar tarea::
     >>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
     >>> make_call.form.description = 'Prospect told me to send him an email'
     >>> make_call.form.interest = '3'
@@ -282,6 +291,13 @@ Hacer llamada y programar tarea
     >>> task
     proteus.Model.get('sale.pending_task')(1)
 
+    >>> task.state
+    'pending'
+
+    >>> task.click('close_task') 
+    >>> task.state
+    'done'
+
 Hacer llamada y cerrar venta (Seguimiento de prospecto)::
     >>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
     >>> make_call.form.description = 'Closed sale'
@@ -349,8 +365,14 @@ Crear un usuario de rol administrador::
     >>> admin.user_admin == True
     True
     
+.. Generar reporte por operario y consolidado::
+..     >>> PrintReportByOperator = Model.get('sale.print_report_by_operato`r', type='wizard')
+..     >>> session_id, _, _ = PrintReportByOperator.create()
 
-
+..     >>> print_report_by_operator = Wizard('sale.print_report_by_operator', [])
+..     >>> print_report_by_operator.form.start_date = date.today()
+..     >>> print_report_by_operator.form.end_date = date.today()
+..     >>> print_report_by_operator.execute('print_report')
 
 --------
 Reportes

view/pending_task_tree.xml

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

view/print_report_by_operator_start_form.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<tree>
+    <field name="start_date" expand="1"/>
+    <field name="end_date" expand="1"/>
+</tree>

view/prospect_form.xml

@@ -22,13 +22,24 @@ this repository contains the full copyright notices and license terms. -->
         <page string="Contact methods" id="contact_methods">
             <field name="contact_methods" colspan="2"/>
         </page>
+        <page string="About prospect" id="contact_methods">
+            <label name="rating"/>
+            <field name="rating"/>
+            <newline/>
+            <label name="comments"/>
+            <field name="comments"/>
+        </page>
     </notebook>
     <newline/>
 
-    <group col="4" id="stated">
+    <group col="6" colspan="5" id="footer" yalign="0">
         <label name="assigned_operator"/>
         <field name="assigned_operator"/>
         <label name="state"/>
         <field name="state"/>
+        <group col="-1" colspan="1" id="checkboxes">
+            <label name="active"/>
+            <field name="active" xexpand="0" width="25"/>
+        </group>
     </group>
 </form>

view/prospect_tree.xml

@@ -7,4 +7,5 @@ this repository contains the full copyright notices and license terms. -->
     <field name="department" expand="1"/>
     <field name="city" expand="1"/>
     <field name="assigned_operator" expand="1"/>
+    <field name="rating" expand="1"/>
 </tree>