Traceability Opportunity
This commit is contained in:
Danny Barajas
parent
aa3880bbd6
commit
913eb3c2b3
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@ -5,7 +5,7 @@ from trytond.model import fields
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class Contract(metaclass=PoolMeta):
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__name__ = 'sale.contract'
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department = fields.Many2One('company.department','Department',states={'required':True})
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department = fields.Many2One('company.department','Department',states={'required':False})
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@classmethod
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def _get_origin(cls):
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'Return list of Model names for origin Reference'
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171
opportunity.py
171
opportunity.py
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@ -405,15 +405,27 @@ class Opportunity(
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@classmethod
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def create(cls, vlist):
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pool = Pool()
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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Config = pool.get('crm.configuration')
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config = Config().get_configuration()
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vlist = [x.copy() for x in vlist]
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default_company = cls.default_company()
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for vals in vlist:
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if vals.get('number') is None and config:
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vals['number'] = config.opportunity_sequence.get()
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return super(Opportunity, cls).create(vlist)
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opportunity = super(Opportunity, cls).create(vlist)
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# print(opportunity,'oportunidad')
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# value = {
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# 'opportunity':opportunity[id],
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# 'validated_by':Transaction().user,
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# 'create_date':date.today(),
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# 'action':'Creación de la oportunidad'
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# }
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# history.append(value)
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# history = traceability.create(history)
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return opportunity
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@classmethod
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def copy(cls, opportunities, default=None):
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@ -497,6 +509,17 @@ class Opportunity(
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'''
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Create a sale for the opportunity and return the sale
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'''
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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value = {
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'opportunity':self.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Creación de venta para la oportunidad'
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}
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history.append(value)
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history = traceability.create(history)
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sale = self._get_sale_opportunity()
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sale_lines = []
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for line in self.lines:
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@ -508,6 +531,17 @@ class Opportunity(
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'''
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Create a contract for the opportunity and return the contract
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'''
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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value = {
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'opportunity':self.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Creación de contrato para la oportunidad'
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}
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history.append(value)
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history = traceability.create(history)
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contract = self._get_contract_opportunity()
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# Contract = Pool().get('sale.contract')
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# contract = opportunity.create_contract()
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@ -534,15 +568,16 @@ class Opportunity(
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@Workflow.transition('prospecting')
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def prospecting(cls, records):
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traceability = Pool().get('crm.opportunity_traceability')
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print(traceability,'Traceability conection')
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history = []
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for record in records:
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traceability.opportunity = record.id
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traceability.validated_by = Transaction().user
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traceability.date_action = date.today()
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traceability.action = 'change state to Prospect'
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print(traceability.validated_by)
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# cls.write([record],{'traceability':('add', traceability)})
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traceability.save(records)
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Prospecto'
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}
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history.append(value)
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history = traceability.create(history)
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@classmethod
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@ModelView.button
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@ -550,6 +585,17 @@ class Opportunity(
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def analysis(cls, records):
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cls.check_party(records)
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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for record in records:
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Análisis'
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}
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history.append(value)
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history = traceability.create(history)
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@classmethod
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def check_party(cls,records):
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@ -557,7 +603,6 @@ class Opportunity(
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ValidationLine = Pool().get('crm.opportunity.validation')
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def get_lines(template,validation_lines):
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lines = []
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print(validation_lines,'validation lines')
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for line in template.lines:
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print(line.id, 'validation')
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if line.id not in validation_lines:
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@ -570,7 +615,6 @@ class Opportunity(
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}
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lines.append(value)
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lines = ValidationLine.create(lines)
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print(lines,'lines')
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return lines
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for record in records:
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@ -597,31 +641,71 @@ class Opportunity(
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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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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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for record in records:
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Reconsideración'
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}
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history.append(value)
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history = traceability.create(history)
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@classmethod
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@ModelView.button
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@Workflow.transition('quote_revision')
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def quote_revision(cls, records):
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pass
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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for record in records:
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Revisión'
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}
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history.append(value)
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history = traceability.create(history)
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@classmethod
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@ModelView.button
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@Workflow.transition('quote_approbation')
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def quote_approbation(cls, records):
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pass
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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for record in records:
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Aprobación Interna'
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}
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history.append(value)
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history = traceability.create(history)
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@classmethod
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@ModelView.button
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@Workflow.transition('customer_approbation')
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def customer_approbation(cls, records):
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pass
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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for record in records:
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Aprobacion del Cliente'
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}
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history.append(value)
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history = traceability.create(history)
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@classmethod
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@ModelView.button
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@Workflow.transition('quote_approbation')
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def quote_approbation(cls, records):
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pass
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# @classmethod
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# @ModelView.button
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# @Workflow.transition('quote_approbation')
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# def quote_approbation(cls, records):
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# pass
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@classmethod
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@ModelView.button
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@ -631,6 +715,17 @@ class Opportunity(
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# Analyze if party validation is true in all lines
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cls.get_party_validation(records)
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# cls.procces_opportunity(records)
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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for record in records:
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Cotización'
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}
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history.append(value)
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history = traceability.create(history)
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@property
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def is_forecast(self):
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@ -643,6 +738,17 @@ class Opportunity(
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@Workflow.transition('accepted')
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def accepted(cls, records):
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cls.procces_opportunity(records)
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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for record in records:
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Aceptado'
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}
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history.append(value)
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history = traceability.create(history)
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@classmethod
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def get_party_validation(cls, records):
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@ -687,6 +793,17 @@ class Opportunity(
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'end_date': Date.today(),
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'state': 'lost',
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})
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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for record in records:
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Perdido'
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}
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history.append(value)
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history = traceability.create(history)
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@classmethod
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@ModelView.button
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@ -697,6 +814,17 @@ class Opportunity(
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cls.write([o for o in records if o.cancelled_reason], {
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'end_date': Date.today(),
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})
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traceability = Pool().get('crm.opportunity_traceability')
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history = []
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for record in records:
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value = {
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'opportunity':record.id,
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'validated_by':Transaction().user,
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'create_date':date.today(),
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'action':'Cambio de estado a Anulado'
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}
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history.append(value)
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history = traceability.create(history)
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@staticmethod
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def _sale_won_states():
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@ -805,7 +933,6 @@ class OpportunityTraceability(ModelSQL, ModelView):
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__name__ = 'crm.opportunity_traceability'
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action = fields.Char('Action')
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opportunity = fields.Many2One('crm.opportunity', 'Opportunity', required=True )
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date_action = fields.Date('Date', required=True)
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observation = fields.Text('Observation')
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validated_by = fields.Many2One('res.user', 'User')
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