Change design of report and update selection fields.

.~lock.opportunity.fodt#

@@ -0,0 +1 @@
+,dannybarajas,danny-Notebook,24.02.2022 18:44,file:///home/dannybarajas/.config/libreoffice/4;

__init__.py

@@ -32,6 +32,8 @@ def register():
         opportunity.CrmOpportunityLine,
         opportunity.PartyValidationOpportunity,
         opportunity.OpportunityTraceability,
+        opportunity.OpportunityKind,
+        opportunity.OpportunityKindConcept,
         # opportunity.PartyEvaluationConcept,
         # opportunity.PartyEvaluation,
         # party_validation.Validation,

locale/es.po

@@ -262,6 +262,10 @@ msgctxt "field:crm.opportunity,amount:"
 msgid "Amount"
 msgstr "Valor Estimado"
 
+msgctxt "field:crm.opportunity,cancelled_reason:"
+msgid "Cancelled Reason"
+msgstr "Razón de la Anulación"
+
 msgctxt "field:crm.opportunity,comment:"
 msgid "Comment"
 msgstr "Comentarios"
@@ -314,6 +318,10 @@ msgctxt "field:crm.opportunity,is_prospect:"
 msgid "Is Prospect"
 msgstr ""
 
+msgctxt "field:crm.opportunity,kind_opportunity:"
+msgid "Opportunity Kind Concept"
+msgstr "Clase"
+
 msgctxt "field:crm.opportunity,lines:"
 msgid "Lines"
 msgstr "Líneas"
@@ -364,12 +372,20 @@ msgstr "Frecuencia de Facturación"
 
 msgctxt "field:crm.opportunity,traceability:"
 msgid "Opportunity Traceability"
-msgstr ""
+msgstr "Trazabilidad"
 
 msgctxt "field:crm.opportunity,type:"
 msgid "Type"
 msgstr "Tipo de Oportunidad"
 
+msgctxt "field:crm.opportunity.kind,concept:"
+msgid "Concept Opportunity Kind"
+msgstr "Clase"
+
+msgctxt "field:crm.opportunity.kind,opportunity:"
+msgid "Opportunity"
+msgstr "Oportunidad"
+
 msgctxt "field:crm.opportunity.line,description:"
 msgid "Description"
 msgstr "Descripción"
@@ -434,40 +450,37 @@ msgctxt "field:crm.opportunity.validation,template:"
 msgid "Template Ask"
 msgstr ""
 
-#, fuzzy
 msgctxt "field:crm.opportunity.validation,validated_by:"
-msgid "User"
+msgid "Validated By"
 msgstr "Validado Por"
 
-#, fuzzy
+msgctxt "field:crm.opportunity_kind_concept,name:"
+msgid "Concept Name"
+msgstr "Concepto"
+
 msgctxt "field:crm.opportunity_traceability,action:"
 msgid "Action"
 msgstr "Acción"
 
-#, fuzzy
 msgctxt "field:crm.opportunity_traceability,date:"
 msgid "Date"
-msgstr "Fecha Venta"
+msgstr "Fecha"
 
-#, fuzzy
 msgctxt "field:crm.opportunity_traceability,date_action:"
 msgid "Date"
-msgstr "Fecha Venta"
+msgstr "Fecha"
 
-#, fuzzy
 msgctxt "field:crm.opportunity_traceability,observation:"
 msgid "Observation"
 msgstr "Observación"
 
-#, fuzzy
 msgctxt "field:crm.opportunity_traceability,opportunity:"
 msgid "Opportunity"
-msgstr "Oporunidad"
+msgstr "Oportunidad"
 
-#, fuzzy
 msgctxt "field:crm.opportunity_traceability,validated_by:"
 msgid "User"
-msgstr "Validado Por"
+msgstr "Usuario"
 
 msgctxt "field:crm.party_validation_opportunity,approved:"
 msgid "Approved"
@@ -669,6 +682,10 @@ msgctxt "model:crm.opportunity,name:"
 msgid "CRM Opportunity"
 msgstr "CRM Oportunidad"
 
+msgctxt "model:crm.opportunity.kind,name:"
+msgid "Opportunity Kind"
+msgstr "Clase"
+
 msgctxt "model:crm.opportunity.line,name:"
 msgid "CRM Opportunity Line"
 msgstr "Linea Oportunidad"
@@ -677,6 +694,10 @@ msgctxt "model:crm.opportunity.validation,name:"
 msgid "Validation Ask"
 msgstr "Linea de Validación"
 
+msgctxt "model:crm.opportunity_kind_concept,name:"
+msgid "Opportunity Kind Concept"
+msgstr "Clase"
+
 msgctxt "model:crm.opportunity_traceability,name:"
 msgid "Model to save traceability of the opportunity"
 msgstr ""
@@ -2119,6 +2140,14 @@ msgctxt "selection:crm.customer_service,victim_of_violence:"
 msgid "Yes"
 msgstr "Si"
 
+msgctxt "selection:crm.opportunity,cancelled_reason:"
+msgid "No rentable para la empresa"
+msgstr ""
+
+msgctxt "selection:crm.opportunity,cancelled_reason:"
+msgid "No se llego a un acuerdo"
+msgstr ""
+
 msgctxt "selection:crm.opportunity,reference:"
 msgid "Electronic"
 msgstr ""

opportunity.py

@@ -64,17 +64,20 @@ class Opportunity(
     _depends_stop = ['state']
 
     number = fields.Char('Number', readonly=True, required=True, select=True)
-    # reference = fields.Char('Reference', select=True,
-    # states={
-    #     'readonly': ~Eval('state').in_(['prospecting', 'analysis', 'quote_revision', 'review'])
-    # })
-    reference = fields.Selection([
-        ('physical', "Physical"),
-        ('electronic', "Electronic")], "Reference", select=True, sort=False,
+    reference = fields.Char('Reference', select=True,
     states={
-        'readonly': ~Eval('state').in_(['prospecting', 'analysis'])
+        'readonly': ~Eval('state').in_(['prospecting', 'analysis', 'quote_revision', 'review'])
     })
 
+    kind_opportunity = fields.Many2One('crm.opportunity_kind_concept', 'Opportunity Kind Concept', select=True)
+
+    # reference = fields.Selection([
+    #     ('physical', "Physical"),
+    #     ('electronic', "Electronic")], "Reference", select=True, sort=False,
+    # states={
+    #     'readonly': ~Eval('state').in_(['prospecting', 'analysis'])
+    # })
+
     party = fields.Many2One(
         'party.party', "Party", select=True,
         states={
@@ -194,6 +197,17 @@ class Opportunity(
         ('salesman', 'Salesman'),
         ('referred', 'Referred'),
     ], "Source", required=True, select=True)
+    cancelled_reason = fields.Selection([
+        ('',''),
+        ('Sin acuerdo', "No se llego a un acuerdo"),
+        ('cliente_bloqueado', "No rentable para la empresa")], "Cancelled Reason", required=False,
+        states={
+            'invisible': ~Eval('state').in_(['analysis', 'review', 'quote_revision', 'cancelled', 'lost'])
+        }, depends=['state'])
+    # states={
+    #     'readonly': ~Eval('state').in_(['prospecting', 'analysis'])
+    # }
+
     party_validations = fields.One2Many('crm.opportunity.validation', 'opportunity', 'Party Validations')
     is_prospect = fields.Function(fields.Boolean('Is Prospect'), 'get_is_prospect')
     is_approved = fields.Function(fields.Boolean('Is Approved'), 'get_is_approved')
@@ -210,6 +224,7 @@ class Opportunity(
             ('analysis', 'prospecting'),
             ('analysis', 'quotation'),
             ('analysis', 'review'),
+            ('analysis', 'cancelled'),
             ('review', 'quotation'),
             ('review', 'cancelled'),
             ('review', 'analysis'),
@@ -281,7 +296,7 @@ class Opportunity(
                 'invisible': ~Eval('state').in_(['customer_approbation']),
             },
             'cancelled': {
-                'invisible': ~Eval('state').in_(['quote_revision','review']),
+                'invisible': ~Eval('state').in_(['analysis', 'quote_revision','review']),
             },
         })
 
@@ -708,6 +723,18 @@ class PartyValidationOpportunity(ModelSQL, ModelView):
     date = fields.Date('Date')
     observation = fields.Text('Observation')
 
+class OpportunityKindConcept(ModelSQL, ModelView):
+    ''' Opportunity Kind Concept '''
+    'Opportunity Kind Concept'
+    __name__ = 'crm.opportunity_kind_concept'
+    name = fields.Char('Concept Name', required=True)
+
+class OpportunityKind(ModelSQL, ModelView):
+    ''' Opportunity Kind'''
+    __name__ = 'crm.opportunity.kind'
+    concept = fields.Many2One('crm.opportunity_kind_concept', 'Concept Opportunity Kind', required=True )
+    opportunity = fields.Many2One('crm.opportunity', 'Opportunity')
+
 class OpportunityTraceability(ModelSQL, ModelView):
     ''' Model to save traceability of the opportunity'''
     'Opportunity Traceability'
@@ -745,9 +772,9 @@ class CrmOpportunityLine(sequence_ordered(), ModelSQL, ModelView):
                             states=_states, depends=['unit_digits'] + _depends)
     unit = fields.Many2One('product.uom', 'Unit', required=True,
                            states=_states, depends=_depends)
-    # unit = fields.Function(fields.Many2One('product.uom', 'Unit', required=True,
-    #     states=_states, depends=_depends),
-    #                               'on_change_with_unit')
+
+    
+
     unit_digits = fields.Function(fields.Integer('Unit Digits'),
                                   'on_change_with_unit_digits')
 
@@ -778,15 +805,10 @@ class CrmOpportunityLine(sequence_ordered(), ModelSQL, ModelView):
             return self.unit.digits
         return 2
 
-    # @fields.depends('product')
-    # def on_change_with_unit_digits(self, name=None):
-    #     if self.product:
-    #         return self.product.list_price_uom
-
     @fields.depends('product')
-    def on_change_with_unit(self, name=None):
+    def on_change_with_unit_price(self, name=None):
         if self.product:
-            return self.product.list_price_uom
+            return self.product.list_price
 
     @fields.depends('product')
     def on_change_with_description(self, name=None):

view/opportunity_form.xml

@@ -13,14 +13,17 @@ this repository contains the full copyright notices and license terms. -->
     <field name="address" colspan="3"/>
     <label name="type"/>
     <field name="type"/>
-    <newline/>
 
     <label name="description"/>
-    <field name="description" colspan="3"/>
-    <label name="reference"/>
-    <field name="reference"/>
+    <field name="description" colspan="5"/>
+
+    <label name="kind_opportunity"/>
+    <field name="kind_opportunity"/>
+    <!-- <newline/> -->
     <label name="source"/>
     <field name="source"/>
+    <label name="reference"/>
+    <field name="reference"/>
 
     <label name="amount"/>
     <field name="amount" symbol="currency"/>
@@ -43,15 +46,16 @@ this repository contains the full copyright notices and license terms. -->
             <label name="converted_by"/>
             <field name="converted_by"/>
             <label name="start_date"/>
-            <field name="start_date"/>
+            <field name="start_date"/>s
             <label name="end_date"/>
             <field name="end_date"/>
             <label name="payment_term"/>
             <field name="payment_term"/>
+            <!-- <separator name="cancelled_reason" colspan="4"/> -->
+            <label name="cancelled_reason"/>
+            <field name="cancelled_reason"/>
             <separator name="comment" colspan="4"/>
             <field name="comment" colspan="4"/>
-            <separator name="lost_reason" colspan="4"/>
-            <field name="lost_reason" colspan="4"/>
         </page>
         <page name="lines">
             <field name="lines"/>

view/opportunity_line_form.xml

@@ -14,5 +14,5 @@ this repository contains the full copyright notices and license terms. -->
     <field name="unit"/>
     <newline />
     <label name="description"/>
-    <field name="description"/>  
+    <field name="description"/>
 </form>