walking_skeleton/views #6

Merged
camilogs merged 17 commits from walking_skeleton into 6.8 2023-07-29 21:14:39 -05:00
8 changed files with 58 additions and 35 deletions
Showing only changes of commit 8dc10a7865 - Show all commits

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@ -1,6 +1,6 @@
from trytond.pool import Pool
from . import prospect
from . import prospect_tracker
from . import prospect_trace
from . import call
__all__ = ['register']
@ -10,7 +10,8 @@ def register():
Pool.register(
call.Call,
prospect.Prospect,
prospect_tracker.ProspectTracker,
prospect.ContactMethod,
prospect_trace.ProspectTrace,
module='sale_opportunity_management', type_='model')
Pool.register(
module='sale_opportunity_management', type_='wizard')

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@ -9,7 +9,7 @@ class Call(ModelSQL, ModelView):
date = fields.Date('Date')
description = fields.Char('Description')
prospect_tracker = fields.Many2One('sale.prospect_tracker', 'Prospect trace')
prospect_trace = fields.Many2One('sale.prospect_trace', 'Prospect track')
@classmethod
def default_date(cls):

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@ -57,8 +57,7 @@ Seguimiento de prospecto 2
* 1 - total desinterés
* 2 - Interés intermedio, brindar mas información
* 3 - Interés alto, generar venta
* Estado (realizada - pendiente)
* Seguimiento de prospecto al que pertence
--------

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@ -4,8 +4,28 @@ from trytond.model import ModelSQL, ModelView, fields
class Prospect(ModelSQL, ModelView):
'Prospecto'
__name__ = 'sale.prospect'
name = fields.Char('Name')
tel = fields.Integer('Tel')
city = fields.Char('City')
# Un prospecto (clase actual) se vincula a Muchos mecanismos de contacto (propiedad actual)
contact_methods = fields.One2Many('prospect.contact_method', 'prospect', 'Contact methods')
class ContactMethod(ModelSQL, ModelView):
'Mecanismo de contacto'
__name__ = 'prospect.contact_method'
_type = [
('phone', 'Phone'),
('mobile', 'Mobile'),
('email', 'Email')
]
contact_type = fields.Selection(_type, 'Contact type')
value = fields.Char('Value')
# Muchos mecanismos de contacto (clase actual) se vinculan a un prospecto (propiedad actual)
prospect = fields.Many2One('sale.prospect', 'Prospect')

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@ -2,21 +2,21 @@
# this repository contains the full copyright notices and license terms.
from trytond.model import ModelSQL, ModelView, fields
class ProspectTracker(ModelSQL, ModelView):
class ProspectTrace(ModelSQL, ModelView):
'Seguimiento de un prospecto'
__name__ = 'sale.prospect_tracker'
__name__ = 'sale.prospect_trace'
prospect = fields.Many2One('sale.prospect', 'Prospect')
prospect_name = fields.Char('Name')
prospect_tel = fields.Integer('Tel')
prospect_contact = fields.Char('Contact')
prospect_city = fields.Char('City')
calls = fields.One2Many('sale.call', 'prospect_tracker', "Calls")
calls = fields.One2Many('sale.call', 'prospect_trace', "Calls")
@fields.depends('prospect')
def on_change_prospect(self):
if self.prospect:
self.prospect_name = self.prospect.name
self.prospect_tel = self.prospect.tel
# self.prospect_contact = self.prospect.contact_methods.index('contact_type 'mobile')
self.prospect_city = self.prospect.city

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@ -13,38 +13,43 @@ Activate modules::
>>> config = activate_modules('sale_opportunity_management')
---------------------------------------------------------------------------------------------
Como administrador quiero poder registrar un prospecto para lugo poder hacerle un seguimiento
Como administrador quiero registrar un prospecto para lugo poder hacerle un seguimiento
---------------------------------------------------------------------------------------------
Crear mecanismos de contacto::
Crear prospecto::
>>> Prospect = Model.get('sale.prospect')
>>> prospect = Prospect()
>>> prospect.name = 'guchito S.A.S'
>>> prospect.tel = 3123423422
>>> prospect.city = 'Bogotá'
>>> phone = prospect.contact_methods.new()
>>> phone.contact_type = 'mobile'
>>> phone.value = '3132923938'
>>> prospect.save()
-----------------------------------------------------------------------------------------
Como operador quiero poder crear un seguimiento de prospecto para luego hacer una llamada
-----------------------------------------------------------------------------------------
Crear seguimiento de prospecto::
>>> ProspectTracker = Model.get('sale.prospect_tracker')
>>> prospect_tracker = ProspectTracker()
>>> ProspectTrace = Model.get('sale.prospect_trace')
>>> prospect_trace = ProspectTrace()
>>> prospect_tracker.prospect = prospect
>>> prospect_tracker.save()
>>> prospect_trace.prospect = prospect
>>> prospect_trace.save()
>>> prospect_tracker.prospect_name
>>> prospect_trace.prospect_name
'guchito S.A.S'
>>> prospect_tracker.prospect_tel
3123423422
>>> prospect_tracker.prospect_city
>>> prospect_trace.prospect_city
'Bogotá'
----------------------------------------------------------------------------
Como operador quiero poder registrar una llamada para luego generar reportes
Como operador quiero registrar una llamada para luego generar reportes
----------------------------------------------------------------------------
Crear llamada a un seguimiento de prospecto::
@ -52,13 +57,11 @@ Crear llamada a un seguimiento de prospecto::
>>> call = Call()
>>> call.description = 'Descripción u observaciones de la llamada'
>>> call.prospect_tracker = prospect_tracker
>>> call.prospect_trace = prospect_trace
>>> call.save()
>>> call.prospect_tracker.prospect_name
>>> call.prospect_trace.prospect_name
'guchito S.A.S'
>>> call.prospect_tracker.prospect_tel
3123423422
>>> call.date == date.today()
True
@ -67,14 +70,14 @@ Crear otra llamada al mismo seguimiento de prospecto::
>>> call = Call()
>>> call.description = 'Segunda llamada al mismo seguimiento'
>>> call.prospect_tracker = prospect_tracker
>>> call.prospect_trace = prospect_trace
>>> call.save()
>>> call.prospect_tracker.prospect_name
>>> call.prospect_trace.prospect_name
'guchito S.A.S'
>>> call.prospect_tracker.prospect_tel
3123423422
>>> call.prospect_trace.prospect_city
'Bogotá'
>>> call.date == date.today()
True
>>> len(prospect_tracker.calls) == 2
>>> len(prospect_trace.calls) == 2
True

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@ -5,8 +5,8 @@ this repository contains the full copyright notices and license terms. -->
<label name="date"/>
<field name="date"/>
<label name="prospect_tracker"/>
<field name="prospect_tracker"/>
<label name="prospect_trace"/>
<field name="prospect_trace"/>
<label name="description"/>
<field name="description"/>

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