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trytonpsk-crm
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Functionality tab Party Validation in state Analisys

This commit is contained in:
Danny Barajas 2022-02-10 17:46:29 -05:00
parent 53467e0d5b
commit 89ccbaa3de
7 changed files with 127 additions and 31 deletions
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16
locale/es.po
View File

@ -344,7 +344,7 @@ msgstr "Ventas"
msgctxt "field:crm.opportunity,source:"
msgid "Source"
msgstr "Original"
msgstr "Origen"
msgctxt "field:crm.opportunity,start_date:"
msgid "Start Date"
@ -801,11 +801,23 @@ msgctxt ""
msgid "Analysis"
msgstr "Analisis"
#, fuzzy
msgctxt ""
"model:ir.action.act_window.domain,name:act_crm_opportunity_form_domain_cancelled"
msgid "Cancelled"
msgstr "Cancelado"
msgctxt ""
"model:ir.action.act_window.domain,name:act_crm_opportunity_form_domain_internal_validation"
msgid "Internal Validation"
msgstr "Validación Interna"
#, fuzzy
msgctxt ""
"model:ir.action.act_window.domain,name:act_crm_opportunity_form_domain_lost"
msgid "Lost"
msgstr "Perdido"
msgctxt ""
"model:ir.action.act_window.domain,name:act_crm_opportunity_form_domain_prospecting"
msgid "Prospecting"
@ -2087,7 +2099,7 @@ msgstr "Teléfono"
msgctxt "selection:crm.opportunity,source:"
msgid "Referred"
msgstr ""
msgstr "Referido"
msgctxt "selection:crm.opportunity,source:"
msgid "Salesman"

97
opportunity.py
View File

@ -168,6 +168,7 @@ class Opportunity(
], "Source", required=True, select=True)
# party_evaluations = fields.One2Many('crm.party_evaluation', 'opportunity', 'Party Evaluations')
party_validations = fields.One2Many('crm.validation.line', 'origin', 'Party Validations')
is_prospect = fields.Function(fields.Boolean('Is Prospect'), 'get_is_prospect')
# del _states_start, _depends_start
@ -239,11 +240,26 @@ class Opportunity(
'lost': {
'invisible': ~Eval('state').in_(['review', 'internal_validation']),
},
# 'cancelled': {
# 'invisible': ~Eval('state').in_(['prospecting']),
# },
'cancelled': {
'invisible': ~Eval('state').in_(['prospecting','quotation']),
},
})
@fields.depends('party')
def get_is_prospect(self,name=None):
res = True
if self.party:
Invoice = Pool().get('account.invoice')
invoices = Invoice.search([
('party','=',self.party.id),
('type','=','out'),
('state','!=','draft')
])
if len(invoices) > 0:
res = False
return res
@staticmethod
def default_state():
return 'prospecting'
@ -416,7 +432,45 @@ class Opportunity(
@ModelView.button
@Workflow.transition('analysis')
def analysis(cls, records):
pass
cls.check_party(records)
@classmethod
def check_party(cls,records):
ValidationTemplate = Pool().get('crm.validation_template')
ValidationLine = Pool().get('crm.validation.line')
def get_lines(template):
lines = []
for line in template.lines:
value = {
'origin':record.id,
'party':record.party.id,
'sequence':line.sequence,
'line_ask':line.ask
}
lines.append(value)
lines = ValidationLine.create(lines)
return lines
for record in records:
lines = None
if record.is_prospect:
template, = ValidationTemplate.search([
('type','=','prospect'),
])
lines = get_lines(template)
else:
template, = ValidationTemplate.search([
('type','=','client'),
])
lines = get_lines(template)
if lines:
# cls.write([record.id],{'party_validation':lines})
# record.party_validations = [('create',lines)]
record.party_validations = lines
record.save()
@classmethod
@ModelView.button
@ -441,7 +495,9 @@ class Opportunity(
@Workflow.transition('quotation')
@set_employee('converted_by')
def quotation(cls, records):
pass
# Analyze if party validation is true in all lines
cls.get_party_validation(records)
# cls.procces_opportunity(records)
@property
def is_forecast(self):
@ -455,6 +511,19 @@ class Opportunity(
def accepted(cls, records):
cls.procces_opportunity(records)
@classmethod
def get_party_validation(cls, records):
for opportunity in records:
# print(opportunity,'Opportunity')
# print(opportunity.party_validations,'validations')
if opportunity.type == 'contract':
pass
# cls.procces_opportunity(records)
else:
pass
@classmethod
def procces_opportunity(cls, records):
for opportunity in records:
@ -479,15 +548,15 @@ class Opportunity(
'state': 'lost',
})
# @classmethod
# @ModelView.button
# @Workflow.transition('cancelled')
# def cancelled(cls, records):
# pass
# Date = Pool().get('ir.date')
# cls.write([o for o in records if o.is_forecast], {
# 'end_date': Date.today(),
# })
@classmethod
@ModelView.button
@Workflow.transition('cancelled')
def cancelled(cls, records):
pass
Date = Pool().get('ir.date')
cls.write([o for o in records if o.is_forecast], {
'end_date': Date.today(),
})
@staticmethod
def _sale_won_states():

5
opportunity.xml
View File

@ -127,7 +127,7 @@ this repository contains the full copyright notices and license terms. -->
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<!-- <record model="ir.action.act_window.domain"
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_cancelled">
<field name="name">Cancelled</field>
<field name="sequence" eval="50"/>
@ -144,7 +144,8 @@ this repository contains the full copyright notices and license terms. -->
eval="[('state', '=', 'lost')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record> -->
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_all">
<field name="name">All</field>

12
party_validation.py
View File

@ -1,6 +1,6 @@
# 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 datetime import datetime
from datetime import datetime, date
from trytond.report import Report
from trytond.model import ModelView, ModelSQL, fields, Workflow
from trytond.pyson import Eval, If, In, Get
@ -39,7 +39,7 @@ class ValidationLine(ModelSQL, ModelView):
party = fields.Many2One('party.party',
'Party', required=True)
sequence = fields.Integer('Sequence', required=True)
date_validation = fields.Date('Date', required=True)
date_validation = fields.Date('Date')
line_ask = fields.Char('Ask', required=True, select=True)
response = fields.Boolean('Response')
comment = fields.Text('Comments')
@ -48,3 +48,11 @@ class ValidationLine(ModelSQL, ModelView):
def __setup__(cls):
super(ValidationLine, cls).__setup__()
cls._order.insert(0, ('sequence', 'ASC'))
@fields.depends('response')
def on_change_response(self):
if self.response:
self.date_validation = date.today()
else:
self.date_validation = None

7
view/inheritance_party_validation.xml Normal file
View File

@ -0,0 +1,7 @@
<data>
<xpath expr="/form/page[@name='party']" position="after">
<page string="Party Validation" name="party_validations">
<field name="party_validations" view_ids="crm.validation_line_view_tree,crm.validation_line_view_form" colspan="4"/>
</page>
</xpath>
</data>

11
view/validation_line_form.xml
View File

@ -2,13 +2,12 @@
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<form>
<label name="party"/>
<field name="party"/>
<label name="date_validation"/>
<field name="date_validation"/>
<label name="party" colspan="1"/>
<field name="party" colspan="3"/>
<!-- <label name="date_validation"/>
<field name="date_validation"/> -->
<label name="line_ask"/>
<field name="line_ask"/>
<field name="line_ask" />
<label name="response"/>
<field name="response"/>
<separator name="comment" colspan="4"/>

10
view/validation_line_tree.xml
View File

@ -3,11 +3,11 @@
this repository contains the full copyright notices and license terms. -->
<tree>
<field name="origin"/>
<field name="party"/>
<field name="date_validation"/>
<field name="line_ask"/>
<field name="response"/>
<!-- <field name="origin"/>
<field name="party"/> -->
<field name="line_ask" colspan="10"/>
<field name="response" colspan="2"/>
<field name="comment" colspan="4"/>
<field name="date_validation" colspan="2"/>
</tree>