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trytonpsk-crm
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Release v6.0

This commit is contained in:
wilson gomez 2021-07-20 12:30:12 -05:00
parent f562a0b187
commit 3d2f55541d
13 changed files with 108 additions and 120 deletions
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58
__init__.py
View File

@ -1,43 +1,39 @@
# 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.pool import Pool
from .case import Case
from .customer_service import (CustomerService, CustomerServiceReport,
CustomerServiceIndicatorsStart, CustomerServiceIndicators,
CustomerServiceIndicatorsReport, EfficacyMonthStart, EfficacyMonth,
EfficacyMonthReport, MonitoringReport, PrintCustomerService)
from .configuration import Configuration
from .party import Party
from .survey import (SurveyTemplate, Survey, SurveyLine,
SurveyTemplateLine, SurveyGroup, SurveyReport)
from .activity import Activity
from . import case
from . import customer_service
from . import configuration
from . import party
from . import survey
from . import activity
def register():
Pool.register(
SurveyGroup,
SurveyTemplate,
SurveyTemplateLine,
Survey,
SurveyLine,
Configuration,
Case,
CustomerService,
CustomerServiceIndicatorsStart,
EfficacyMonthStart,
Party,
Activity,
survey.SurveyGroup,
survey.urveyTemplate,
survey.SurveyTemplateLine,
survey.Survey,
survey.SurveyLine,
configuration.Configuration,
case.Case,
customer_service.CustomerService,
customer_service.CustomerServiceIndicatorsStart,
customer_service.EfficacyMonthStart,
party.Party,
activity.Activity,
module='crm', type_='model')
Pool.register(
CustomerServiceReport,
CustomerServiceIndicators,
EfficacyMonth,
PrintCustomerService,
customer_service.CustomerServiceReport,
customer_service.CustomerServiceIndicators,
customer_service.EfficacyMonth,
customer_service.PrintCustomerService,
module='crm', type_='wizard')
Pool.register(
CustomerServiceReport,
CustomerServiceIndicatorsReport,
EfficacyMonthReport,
MonitoringReport,
SurveyReport,
customer_service.CustomerServiceReport,
customer_service.CustomerServiceIndicatorsReport,
customer_service.EfficacyMonthReport,
customer_service.MonitoringReport,
survey.SurveyReport,
module='crm', type_='report')

20
activity.py
View File

@ -6,8 +6,8 @@ from trytond.model import Workflow, ModelView, ModelSQL, fields
from trytond.pyson import Eval, If, In, Get
from trytond.transaction import Transaction
from trytond.pool import Pool
__all__ = ['Activity']
from .exceptions import CrmConfigurationError
from i18n import gettext
STATES = {
'readonly': (Eval('state') != 'draft'),
@ -31,7 +31,6 @@ class Activity(Workflow, ModelSQL, ModelView):
media_info = fields.Char('Media Info', states=STATES)
planned_date = fields.Date('Planned Date', states=STATES, required=True)
effective_date = fields.Date('Effective Date', states=STATES)
# salesman = fields.Many2One('company.employee', 'Salesman', states=STATES)
notes = fields.Text('Notes', states=STATES)
company = fields.Many2One('company.company', 'Company', required=True,
states=STATES, domain=[ ('id', If(In('company',
@ -44,19 +43,12 @@ class Activity(Workflow, ModelSQL, ModelView):
('cancelled', 'Cancelled'),
], 'State', readonly=True, required=True)
state_string = state.translated('state')
# sale = fields.Many2One('sale.sale', 'Sale', states=STATES,
# domain=[('party', '=', Eval('customer'))])
# next_activity = put here next activity planned for customer
@classmethod
def __setup__(cls):
super(Activity, cls).__setup__()
cls._order.insert(0, ('planned_date', 'DESC'))
cls._order.insert(1, ('id', 'DESC'))
cls._error_messages.update({
'missing_sequence_activity': ('The sequence for '
'activity is missing!'),
})
cls._transitions |= set((
('draft', 'pending'),
('pending', 'done'),
@ -120,10 +112,10 @@ class Activity(Workflow, ModelSQL, ModelView):
return
pool = Pool()
Config = pool.get('crm.configuration')
Sequence = pool.get('ir.sequence')
config = Config.get_configuration()
if not config.crm_activity_sequence:
self.raise_user_error('missing_sequence_activity')
raise CrmConfigurationError(
gettext('crm.msg_missing_sequence_activity')
seq_id = config.crm_activity_sequence.id
self.write([self], {'number': Sequence.get_id(seq_id)})
seq = config.crm_activity_sequence.get()
self.write([self], {'number': seq})

4
case.py
View File

@ -2,14 +2,12 @@
# this repository contains the full copyright notices and license terms.
from trytond.model import ModelView, ModelSQL, fields
__all__ = ['Case']
class Case(ModelSQL, ModelView):
"CRM Case"
__name__ = "crm.case"
name = fields.Char('Name', required=True, translate=True)
parent = fields.Many2One('crm.case','Parent', select=True)
parent = fields.Many2One('crm.case', 'Parent', select=True)
childs = fields.One2Many('crm.case', 'parent', string='Children')
@classmethod

18
configuration.py
View File

@ -2,24 +2,26 @@
# this repository contains the full copyright notices and license terms.
from trytond.model import ModelView, ModelSQL, ModelSingleton, fields
from trytond.transaction import Transaction
__all__ = ['Configuration']
from trytond.pyson import Id
class Configuration(ModelSingleton, ModelSQL, ModelView):
'CRM Configuration'
__name__ = 'crm.configuration'
crm_customer_service_sequence = fields.Many2One('ir.sequence',
'Customer Service Sequence', required=True, domain=[
('code', '=', 'crm.customer_service')])
'Customer Service Sequence', required=True,
domain=[('sequence_type', '=',
Id('crm', 'sequence_type_crm')), ])
crm_survey_sequence = fields.Many2One('ir.sequence',
'Survey Sequence', required=True, domain=[
('code', '=', 'crm.customer_service')])
'Survey Sequence', required=True,
domain=[('sequence_type', '=',
Id('crm', 'sequence_crm_customer_service'))])
efficay_hour_limit = fields.Integer('Efficay Hour Limit',
required=True)
crm_activity_sequence = fields.Many2One('ir.sequence',
'Activity Sequence', required=True, domain=[
('code', '=', 'crm.customer_service')])
'Activity Sequence', required=True,
domain=[('sequence_type', '=',
Id('crm', 'sequence_crm_activity')])
company = fields.Many2One('company.company', 'Company', required=True)
@staticmethod

19
configuration.xml
View File

@ -37,7 +37,6 @@ this repository contains the full copyright notices and license terms. -->
<record model="ir.sequence.type" id="sequence_type_crm">
<field name="name">Customer Service</field>
<field name="code">crm.customer_service</field>
</record>
<record model="ir.sequence.type-res.group"
id="sequence_type_crm_group_admin">
@ -51,28 +50,10 @@ this repository contains the full copyright notices and license terms. -->
</record>
<record model="ir.sequence" id="sequence_crm_customer_service">
<field name="name">Customer Service</field>
<field name="code">crm.customer_service</field>
</record>
<!--
<record model="ir.sequence.type" id="sequence_type_crm_activity">
<field name="name">CRM Activity</field>
<field name="code">crm.activity</field>
</record>
<record model="ir.sequence.type-res.group"
id="sequence_type_crm_group_admin">
<field name="sequence_type" ref="sequence_type_crm_activity"/>
<field name="group" ref="res.group_admin"/>
</record>
<record model="ir.sequence.type-res.group"
id="sequence_type_crm_group_crm_admin">
<field name="sequence_type" ref="sequence_type_crm_activity"/>
<field name="group" ref="crm.group_crm_admin"/>
</record>
-->
<record model="ir.sequence" id="sequence_crm_activity">
<field name="name">CRM Activity</field>
<field name="code">crm.customer_service</field>
</record>
</data>

2
crm.xml
View File

@ -33,7 +33,7 @@ this repository contains the full copyright notices and license terms. -->
<field name="path">icons/tryton-crm.svg</field>
</record>
<menuitem name="CRM" sequence="10" id="menu_crm"
<menuitem name="CRM" sequence="130" id="menu_crm"
icon="tryton-crm" />
<record model="ir.ui.menu-res.group" id="menu_crm_group_crm">

54
customer_service.py
View File

@ -9,11 +9,8 @@ from trytond.transaction import Transaction
from trytond.pool import Pool
from trytond.wizard import Wizard, StateView, Button, StateReport, StateTransition
from trytond.report import Report
__all__ = ['CustomerService', 'CustomerServiceReport',
'CustomerServiceIndicatorsStart', 'CustomerServiceIndicators',
'CustomerServiceIndicatorsReport', 'EfficacyMonthStart', 'EfficacyMonth',
'EfficacyMonthReport', 'MonitoringReport', 'PrintCustomerService']
from .exceptions import CustomerServiceError, CrmConfigurationError
from i18n import gettext
STATES = {
'readonly': (Eval('state') != 'draft'),
@ -107,14 +104,6 @@ class CustomerService(Workflow, ModelSQL, ModelView):
super(CustomerService, cls).__setup__()
cls._order.insert(0, ('create_date', 'DESC'))
cls._order.insert(1, ('id', 'DESC'))
cls._error_messages.update({
'missing_sequence_customer_service': ('The sequence for '
'customer service is missing!'),
'missing_configuration_limit_hour': ('The configuration '
'is missing for limit hours!'),
'delete_numbered': ('The numbered service "%s" can not be '
'deleted.'),
})
cls._transitions |= set((
('draft', 'open'),
('open', 'draft'),
@ -185,7 +174,9 @@ class CustomerService(Workflow, ModelSQL, ModelView):
def delete(cls, records):
for record in records:
if record.number:
cls.raise_user_error('delete_numbered', (record.number,))
raise CustomerServiceError(
gettext('crm.msg_delete_numbered', s=record.number)
)
super(CustomerService, cls).delete(records)
@fields.depends('party', 'address', 'phone')
@ -202,7 +193,8 @@ class CustomerService(Workflow, ModelSQL, ModelView):
config = pool.get('crm.configuration')(1)
now = datetime.now()
if not config.efficay_hour_limit:
self.raise_user_error('missing_configuration_limit_hour')
raise CrmConfigurationError(
gettext('crm.msg_missing_configuration_limit_hour'))
val_hr = config.efficay_hour_limit
if self.effective_date:
lapse = self.effective_date - self.create_date
@ -220,12 +212,11 @@ class CustomerService(Workflow, ModelSQL, ModelView):
'''
pool = Pool()
config = pool.get('crm.configuration')(1)
Sequence = pool.get('ir.sequence')
if not config.crm_customer_service_sequence:
self.raise_user_error('missing_sequence_customer_service')
seq_id = config.crm_customer_service_sequence.id
self.write([self], {'number': Sequence.get_id(seq_id)})
raise CrmConfigurationError(
gettext('crm.msg_missing_sequence_customer_service'))
seq = config.crm_customer_service_sequence.get()
self.write([self], {'number': seq})
class PrintCustomerService(Wizard):
@ -249,7 +240,6 @@ class PrintCustomerService(Wizard):
except:
action['email'] = {}
if service and service.party.email:
print('No debe ejecutarse')
action['email'].update({"to": service.party.email})
return action, data
@ -263,8 +253,8 @@ class CustomerServiceReport(Report):
__name__ = 'crm.customer_service'
@classmethod
def get_context(cls, records, data):
report_context = super(CustomerServiceReport, cls).get_context(records, data)
def get_context(cls, records, header, data):
report_context = super().get_context(records, header, data)
Company = Pool().get('company.company')
report_context['company'] = Company(Transaction().context.get('company'))
return report_context
@ -289,7 +279,7 @@ class CustomerServiceIndicatorsStart(ModelView):
def default_fiscalyear():
FiscalYear = Pool().get('account.fiscalyear')
return FiscalYear.find(
Transaction().context.get('company'), exception=False)
Transaction().context.get('company'), exception=False)
class CustomerServiceIndicators(Wizard):
@ -323,8 +313,8 @@ class CustomerServiceIndicatorsReport(Report):
__name__ = 'crm.customer_service_indicators_report'
@classmethod
def get_context(cls, records, data):
report_context = super(CustomerServiceIndicatorsReport, cls).get_context(records, data)
def get_context(cls, records, header, data):
report_context = super().get_context(records, header, data)
pool = Pool()
Company = pool.get('company.company')
Fiscalyear = pool.get('account.fiscalyear')
@ -446,7 +436,7 @@ class EfficacyMonthReport(Report):
def _get_months():
return {'month' + str(i + 1): {'num_req': 0, 'efficacy': 0, 'rate': None}
for i in range(12)}
for i in range(12)}
total_months = {}
@ -557,8 +547,8 @@ class EfficacyMonthReport(Report):
return departments, values
@classmethod
def get_context(cls, records, data):
report_context = super(EfficacyMonthReport, cls).get_context(records, data)
def get_context(cls, records, header, data):
report_context = super().get_context(records, header, data)
pool = Pool()
Fiscalyear = pool.get('account.fiscalyear')
Company = pool.get('company.company')
@ -578,7 +568,7 @@ class EfficacyMonthReport(Report):
services = Service.search(dom_service)
departments, values = cls._get_departments(services)
records_months, total_months = cls._get_records_months(services)
records_months, total_months = cls._get_records_months(services)
report_context.update(values)
report_context.update(total_months)
@ -595,8 +585,8 @@ class MonitoringReport(Report):
__name__ = 'crm.monitoring_report'
@classmethod
def get_context(cls, records, data):
report_context = super(MonitoringReport, cls).get_context(records, data)
def get_context(cls, records, header, data):
report_context = super().get_context(records, header, data)
user = Pool().get('res.user')(Transaction().user)
report_context['company'] = user.company
return report_context

2
customer_service.xml
View File

@ -71,7 +71,7 @@ this repository contains the full copyright notices and license terms. -->
<field name="domain"></field>
<field name="act_window" ref="act_customer_service_form"/>
</record>
<menuitem parent="menu_crm" sequence="20"
<menuitem parent="menu_crm" sequence="120"
action="act_customer_service_form" id="menu_customer_service_form"/>
<!-- Buttons -->

13
exceptions.py Normal file
View File

@ -0,0 +1,13 @@
# 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.exceptions import ValidationError
from trytond.exceptions import UserError, UserWarning
class CrmConfigurationError(UserError):
pass
class CustomerServiceError(ValidationError):
pass

23
message.xml Normal file
View File

@ -0,0 +1,23 @@
<?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 grouped="1">
<record model="ir.message" id="msg_missing_sequence_activity">
<field name="text">The sequence for activity is missing!</field>
</record>
<record model="ir.message" id="msg_missing_sequence_customer_service">
<field name="text">The sequence for customer service is missing!</field>
</record>
<record model="ir.message" id="msg_missing_sequence_survey">
<field name="text">The sequence for survey is missing!</field>
</record>
<record model="ir.message" id="msg_missing_configuration_limit_hour">
<field name="text">The configuration is missing for limit hours!</field>
</record>
<record model="ir.message" id="msg_delete_numbered">
<field name="text">The numbered service "%s" can not be deleted.</field>
</record>
</data>
</tryton>

2
party.py
View File

@ -4,8 +4,6 @@ from trytond.model import fields, ModelView
from trytond.pool import PoolMeta, Pool
from trytond.pyson import Eval
__all__ = ['Party']
# Size photo default
WIDTH = 200
HEIGHT = 250

11
survey.py
View File

@ -7,11 +7,6 @@ from trytond.pyson import Eval, If, In, Get
from trytond.pool import Pool
from trytond.transaction import Transaction
__all__ = ['SurveyTemplate', 'SurveyTemplateLine',
'Survey', 'SurveyLine', 'SurveyGroup',
'SurveyReport']
STATES = {'readonly': (Eval('state') != 'draft')}
RESPONSE = {
@ -169,7 +164,6 @@ class Survey(Workflow, ModelSQL, ModelView):
Fill the number field with the survey sequence
'''
pool = Pool()
Sequence = pool.get('ir.sequence')
Config = pool.get('crm.configuration')
config = Config(1)
@ -177,8 +171,9 @@ class Survey(Workflow, ModelSQL, ModelView):
if record.number:
continue
if not config.crm_survey_sequence:
continue
number = Sequence.get_id(config.crm_survey_sequence.id)
raise CrmConfigurationError(
gettext('crm.msg_missing_sequence_survey')
number = config.crm_survey_sequence.get()
cls.write([record], {'number': number})

2
tryton.cfg
View File

@ -1,5 +1,5 @@
[tryton]
version=5.0.2
version=6.0.0
depends:
party
company_department