trytondo-sale_opportunity_m.../prospect_trace.py
sinergia ceb9f07aab
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feat: se añade dominio a campo para agendar proxima llamada
2023-08-29 19:46:12 -05:00

214 lines
6.9 KiB
Python

# 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.pool import Pool
from trytond.pyson import Eval
from .selections.call_types import CallTypes
from .selections.interest import Interest
from datetime import datetime
class ProspectTrace(DeactivableMixin, 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',
states=_states)
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)
@classmethod
def __setup__(cls):
super(ProspectTrace, cls).__setup__()
cls._buttons.update({
'wizard_schedule': {
'invisible': Eval('state') == 'with_pending_calls',
},
'wizard_make_call': {}
})
@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
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'
description = fields.Text('Description')
interest = fields.Selection(
Interest.get_interest_levels(), 'Interest', required=True)
schedule_call = fields.Selection(
[('yes', 'Yes'),
('no', 'No')], 'Schedule call?', required=True)
class MakeCallAsk(ModelView):
'Posible agendación de llamada luego de hacer llamada actual'
__name__ = 'sale.prospect_trace.make_call.ask'
currency_date = fields.DateTime('Currency Date', readonly=True)
datetime = fields.DateTime('Date time', domain=[
('datetime', '>=', Eval('currency_date'))])
@classmethod
def default_currency_date(cls):
date = datetime.now()
return date
class MakeCall(Wizard):
'Crear llamada a un seguimiento de prospecto'
__name__ = 'sale.prospect_trace.make_call'
start = StateView(
'sale.prospect_trace.make_call.start',
'sale_opportunity_management.make_call_start_view_form', [
Button("Cancel", 'end', 'tryton-cancel'),
Button("Make call", 'make_call', 'tryton-ok', default=True)])
make_call = StateTransition()
ask = StateView(
'sale.prospect_trace.make_call.ask',
'sale_opportunity_management.make_call_ask_view_form', [
Button("Cancel", 'end', 'tryton-cancel'),
Button(
"Schedule call", 'schedule_call', 'tryton-ok', default=True)])
schedule_call = StateTransition()
def transition_make_call(self):
prospect_trace = self.record
pool = Pool()
Call = pool.get('sale.call')
call = Call()
call.description = self.start.description
call.interest = self.start.interest
call.prospect_trace = self.record
call.call_business_unit = self.record.prospect_business_unit
call.operator_who_called = self.record.prospect_assigned_operator
if call.interest == '0':
call.call_result = 'missed_call'
else:
call.call_result = 'answered_call'
already_exist_a_call = len(prospect_trace.calls) >= 1
if already_exist_a_call:
followup_call_type = CallTypes.get_call_types()[1][0]
call.call_type = followup_call_type
else:
first_call_type = CallTypes.get_call_types()[0][0]
call.call_type = first_call_type
call.save()
prospect_trace.current_interest = call.interest
if prospect_trace.pending_call:
prospect_trace.pending_call = None
prospect_trace.state = 'open'
prospect_trace.calls += (call,)
prospect_trace.save()
if self.start.schedule_call == 'yes':
return 'ask'
return 'end'
def transition_schedule_call(self):
self.create_schedule_call(self.ask.datetime, self.record)
return 'end'
@classmethod
def create_schedule_call(cls, datetime, prospect_trace):
pool = Pool()
PendingCall = pool.get('sale.pending_call')
pending_call = PendingCall()
pending_call.date = datetime
pending_call.save()
prospect_trace.pending_call = pending_call
prospect_trace.state = 'with_pending_calls'
prospect_trace.save()