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https://bitbucket.org/presik/trytonpsk-crm.git
synced 2023-12-14 05:22:56 +01:00
Fix bugs and set states and transitions
This commit is contained in:
Danny Barajas
parent
0e698853a5
commit
1e0454a6d1
10
danny.html
10
danny.html
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@ -1,10 +0,0 @@
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<!DOCTYPE html>
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<html lang="en" dir="ltr">
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<head>
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<meta charset="utf-8">
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<title></title>
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</head>
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<body>
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ul>li>a
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</body>
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</html>
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@ -35,7 +35,7 @@ class Opportunity(
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_depends_start = ['state']
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_states_stop = {
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'readonly': Eval('state').in_(
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['converted', 'won', 'lost', 'cancelled']),
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['revision', 'accepted', 'lost', 'cancelled']),
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}
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_depends_stop = ['state']
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@ -120,10 +120,10 @@ class Opportunity(
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'invisible': Eval('state') != 'lost',
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}, depends=['state'])
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sales = fields.One2Many('sale.sale', 'origin', 'Sales')
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# contracts = fields.One2Many('sale.contract', 'origin', 'Contracts')
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contracts = fields.One2Many('sale.contract', 'origin', 'Contracts')
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converted_by = employee_field(
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"Converted By", states=['converted', 'won', 'lost', 'cancelled'])
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"Converted By", states=['accepted', 'lost', 'cancelled'])
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state = fields.Selection([
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('prospecting', "Prospecting"),
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('analysis', "Analysis"),
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@ -155,6 +155,7 @@ class Opportunity(
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('analysis', 'review'),
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('review', 'quotation'),
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('review', 'cancelled'),
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('review', 'analysis'),
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('quotation', 'analysis'),
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('quotation', 'revision'),
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('quotation', 'cancelled'),
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@ -169,18 +170,25 @@ class Opportunity(
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cls._buttons.update({
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'prospecting': {
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'invisible': ~Eval('state').in_(
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['lost', 'analysis', 'revision']),
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'icon': If(Eval('state').in_(['lost']),
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'tryton-undo', 'tryton-back'),
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['analysis']),
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'icon': If(Eval('state').in_(['analysis']),
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'tryton-back', 'tryton-forward'),
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},
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'analysis': {
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'invisible': ~Eval('state').in_(['prospecting', 'quotation']),
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'invisible': ~Eval('state').in_(['prospecting', 'review', 'quotation']),
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'icon': If(Eval('state').in_(['review','quotation']),
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'tryton-back', 'tryton-forward'),
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},
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'quotation': {
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'invisible': ~Eval('state').in_(['analysis', 'revision']),
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'invisible': ~Eval('state').in_(['analysis', 'revision', 'cancelled']),
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'icon': If(Eval('state').in_(['analysis']),
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'tryton-forward', 'tryton-back'),
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},
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'review': {
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'invisible': ~Eval('state').in_(['analysis']),
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},
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'revision': {
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'invisible': ~Eval('state').in_(['prospecting', 'accepted', 'quotation']),
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'invisible': ~Eval('state').in_(['quotation', 'accepted', 'lost']),
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'icon': If(Eval('state').in_(['accepted']),
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'tryton-undo', 'tryton-back'),
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},
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@ -190,14 +198,10 @@ class Opportunity(
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'tryton-undo', 'tryton-back'),
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},
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'lost': {
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'invisible': ~Eval('state').in_(['prospecting', 'analysis',
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'quotation', 'revision']),
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'depends': ['state'],
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'invisible': ~Eval('state').in_(['revision']),
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},
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'cancelled': {
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'invisible': ~Eval('state').in_(['prospecting',
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'analysis']),
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'depends': ['state'],
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'invisible': ~Eval('state').in_(['prospecting']),
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},
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})
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@ -338,17 +342,24 @@ class Opportunity(
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def analysis(cls, records):
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pass
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@classmethod
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@ModelView.button
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@Workflow.transition('review')
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def review(cls, records):
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pass
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@classmethod
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@ModelView.button
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@Workflow.transition('revision')
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def revision(cls, records):
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pass
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@classmethod
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@ModelView.button
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@Workflow.transition('quotation')
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@set_employee('converted_by')
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def convert(cls, records):
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pool = Pool()
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Sale = pool.get('sale.sale')
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sales = [o.create_sale() for o in opportunities if not o.sales]
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Sale.save(sales)
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for sale in sales:
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sale.origin.copy_resources_to(sale)
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def quotation(cls, records):
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pass
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@property
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def is_forecast(self):
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@ -360,12 +371,7 @@ class Opportunity(
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@classmethod
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@Workflow.transition('accepted')
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def accepted(cls, records):
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pool = Pool()
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Date = pool.get('ir.date')
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cls.write([o for o in records if o.is_forecast], {
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'end_date': Date.today(),
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'state': 'won',
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})
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pass
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@classmethod
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@ModelView.button
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@ -380,11 +386,12 @@ class Opportunity(
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@classmethod
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@ModelView.button
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@Workflow.transition('cancelled')
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def cancel(cls, records):
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Date = Pool().get('ir.date')
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cls.write([o for o in records if o.is_forecast], {
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'end_date': Date.today(),
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})
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def cancelled(cls, records):
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pass
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# Date = Pool().get('ir.date')
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# cls.write([o for o in records if o.is_forecast], {
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# 'end_date': Date.today(),
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# })
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@staticmethod
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def _sale_won_states():
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@ -454,7 +461,7 @@ class CrmOpportunityLine(sequence_ordered(), ModelSQL, ModelView):
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_history = True
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_states = {
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'readonly': Eval('opportunity_state').in_(
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['analysis', 'quotation', 'revision', 'accepted', 'lost', 'cancelled']),
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['revision', 'accepted', 'lost', 'cancelled']),
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}
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_depends = ['opportunity_state']
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@ -70,43 +70,62 @@ this repository contains the full copyright notices and license terms. -->
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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<record model="ir.action.act_window.domain"
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id="act_crm_opportunity_form_domain_leads">
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<field name="name">Leads</field>
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id="act_crm_opportunity_form_domain_prospecting">
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<field name="name">Prospecting</field>
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<field name="sequence" eval="10"/>
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<field name="domain" eval="[('state', '=', 'lead')]" pyson="1"/>
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<field name="domain" eval="[('state', '=', 'prospecting')]" pyson="1"/>
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<field name="count" eval="True"/>
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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<record model="ir.action.act_window.domain"
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id="act_crm_opportunity_form_domain_opportunities">
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<field name="name">Opportunities</field>
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id="act_crm_opportunity_form_domain_analysis">
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<field name="name">Analysis</field>
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<field name="sequence" eval="10"/>
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<field name="domain" eval="[('state', '=', 'analysis')]" pyson="1"/>
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<field name="count" eval="True"/>
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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<record model="ir.action.act_window.domain"
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id="act_crm_opportunity_form_domain_quotation">
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<field name="name">Quotation</field>
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<field name="sequence" eval="10"/>
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<field name="domain" eval="[('state', '=', 'quotation')]" pyson="1"/>
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<field name="count" eval="True"/>
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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<record model="ir.action.act_window.domain"
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id="act_crm_opportunity_form_domain_revision">
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<field name="name">Revision</field>
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<field name="sequence" eval="20"/>
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<field name="domain"
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eval="[('state', '=', 'opportunity')]" pyson="1"/>
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eval="[('state', '=', 'revision')]" pyson="1"/>
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<field name="count" eval="True"/>
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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<record model="ir.action.act_window.domain"
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id="act_crm_opportunity_form_domain_converted">
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<field name="name">Converted</field>
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id="act_crm_opportunity_form_domain_review">
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<field name="name">Review</field>
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<field name="sequence" eval="30"/>
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<field name="domain"
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eval="[('state', '=', 'converted')]" pyson="1"/>
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eval="[('state', '=', 'review')]" pyson="1"/>
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<field name="count" eval="True"/>
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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<record model="ir.action.act_window.domain"
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id="act_crm_opportunity_form_domain_won">
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id="act_crm_opportunity_form_domain_accepted">
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<field name="name">Accepted</field>
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<field name="sequence" eval="40"/>
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<field name="domain" eval="[('state', '=', 'accepted')]" pyson="1"/>
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<field name="count" eval="True"/>
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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<record model="ir.action.act_window.domain"
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<!-- <record model="ir.action.act_window.domain"
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id="act_crm_opportunity_form_domain_cancelled">
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<field name="name">Cancelled</field>
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<field name="sequence" eval="50"/>
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<field name="domain"
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eval="[('state', '=', 'cancelled')]" pyson="1"/>
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<field name="count" eval="True"/>
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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<record model="ir.action.act_window.domain"
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@ -115,13 +134,15 @@ this repository contains the full copyright notices and license terms. -->
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<field name="sequence" eval="60"/>
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<field name="domain"
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eval="[('state', '=', 'lost')]" pyson="1"/>
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<field name="count" eval="True"/>
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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</record> -->
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<record model="ir.action.act_window.domain"
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id="act_crm_opportunity_form_domain_all">
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<field name="name">All</field>
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<field name="sequence" eval="9999"/>
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<field name="domain"></field>
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<field name="count" eval="True"/>
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<field name="act_window" ref="act_crm_opportunity_form"/>
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</record>
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<menuitem
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@ -238,7 +259,7 @@ this repository contains the full copyright notices and license terms. -->
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<field name="keyword">form_relate</field>
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<field name="model">crm.opportunity,-1</field>
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<field name="action" ref="act_open_sale_form"/>
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</record>
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</record> -->
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<record model="ir.ui.view" id="crm_opportunity_line_view_form">
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<field name="model">crm.opportunity.line</field>
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@ -251,7 +272,7 @@ this repository contains the full copyright notices and license terms. -->
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<field name="name">opportunity_line_tree</field>
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</record>
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<record model="ir.ui.view" id="crm_opportunity_employee_view_tree">
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<!-- <record model="ir.ui.view" id="crm_opportunity_employee_view_tree">
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<field name="model">crm.opportunity_employee</field>
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<field name="type">tree</field>
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<field name="name">opportunity_employee_tree</field>
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@ -64,9 +64,9 @@ this repository contains the full copyright notices and license terms. -->
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<button name="analysis" string="Analysis" icon="tryton-forward"/>
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<button name="quotation" string="Quotation" icon="tryton-forward"/>
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<button name="revision" string="Revision" icon="tryton-forward"/>
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<button name="review" string="Review" icon="tryton-forward"/>
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<button name="accepted" string="Accepted" icon="tryton-forward"/>
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<button name="lost" string="Lost" icon="tryton-cancel"/>
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<!-- <button name="lead" icon="tryton-back"/> -->
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<!-- <button name="opportunity" icon="tryton-forward"/> -->
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</group>
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</form>
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