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trytonpsk-crm
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This commit is contained in:
Danny Barajas 2022-03-10 16:40:13 -05:00
parent b5e3a4eaf0
commit a32cd7f05f
13 changed files with 170 additions and 27 deletions
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2
__init__.py
View File

@ -37,6 +37,7 @@ def register():
opportunity.OpportunityKind,
opportunity.OpportunityKindConcept,
opportunity.OpportunityCancelledReason,
# opportunity.PartyEvaluationConcept,
# opportunity.PartyEvaluation,
# party_validation.Validation,
@ -44,6 +45,7 @@ def register():
party_validation.ValidationTemplate,
party_validation.ValidationTemplateAsk,
party_validation.ValidationAsk,
party_validation.ValidationHistoryAsk,
contract.Contract,
# opportunity.OpportunityEmployee,
# opportunity.OpportunityEmployeeContext,

26
locale/es.po
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@ -262,7 +262,6 @@ msgctxt "field:crm.opportunity,amount:"
msgid "Amount"
msgstr "Valor Estimado"
#, fuzzy
msgctxt "field:crm.opportunity,cancelled_reason:"
msgid "Cancelled Reason Concept"
msgstr "Motivo de la Anulación"
@ -319,6 +318,7 @@ msgctxt "field:crm.opportunity,is_prospect:"
msgid "Is Prospect"
msgstr ""
#, fuzzy
msgctxt "field:crm.opportunity,kind_opportunity:"
msgid "Kind Opportunity"
msgstr "Tipo de Oportunidad "
@ -376,6 +376,11 @@ msgctxt "field:crm.opportunity,total:"
msgid "Total"
msgstr " Total Linea"
#, fuzzy
msgctxt "field:crm.opportunity,total_without_tax:"
msgid "Total"
msgstr " Total Linea"
msgctxt "field:crm.opportunity,traceability:"
msgid "Opportunity Traceability"
msgstr "Trazabilidad"
@ -392,6 +397,10 @@ msgctxt "field:crm.opportunity.kind,opportunity:"
msgid "Opportunity"
msgstr "Oportunidad"
msgctxt "field:crm.opportunity.line,base_tax:"
msgid "Base Tax"
msgstr ""
msgctxt "field:crm.opportunity.line,description:"
msgid "Description"
msgstr "Descripción"
@ -412,10 +421,20 @@ msgctxt "field:crm.opportunity.line,quantity:"
msgid "Quantity"
msgstr "Cantidad"
#, fuzzy
msgctxt "field:crm.opportunity.line,tax:"
msgid "Tax Line"
msgstr "Línea de impuesto"
msgctxt "field:crm.opportunity.line,total_line:"
msgid "Total Line"
msgstr "Total Linea"
#, fuzzy
msgctxt "field:crm.opportunity.line,total_line_with_tax:"
msgid "Total Line"
msgstr "Total Linea"
msgctxt "field:crm.opportunity.line,unit:"
msgid "Unit"
msgstr "Unidad"
@ -661,6 +680,11 @@ msgctxt "field:party.party,party_validations:"
msgid "Party Validations"
msgstr "Validación Terceros"
#, fuzzy
msgctxt "field:sale.contract,department:"
msgid "Department"
msgstr "Departamento"
msgctxt "help:crm.opportunity,amount:"
msgid "Estimated revenue amount."
msgstr ""

15
opportunity.py
View File

@ -247,7 +247,7 @@ class Opportunity(
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')
traceability = fields.One2Many('crm.opportunity_traceability', 'opportunity', 'Opportunity Traceability')
traceability = fields.One2Many('crm.opportunity_traceability', 'opportunity', 'Opportunity Traceability', readonly=False)
# del _states_start, _depends_start
# del _states_stop, _depends_stop
@ -282,7 +282,7 @@ class Opportunity(
('accepted', 'customer_approbation'),
('cancelled', 'prospecting'),
('lost', 'quote_approbation'),
('lost', 'customer_approbation'),
('lost', 'cancelled'),
))
cls._buttons.update({
'prospecting': {
@ -310,7 +310,7 @@ class Opportunity(
'tryton-back', 'tryton-forward'),
},
'quote_approbation': {
'invisible': ~Eval('state').in_(['quotation', 'quote_revision']),
'invisible': ~Eval('state').in_(['quotation', 'quote_revision','lost']),
'icon': If(Eval('state').in_([ 'quote_revision']),
'tryton-back', 'tryton-forward'),
},
@ -320,12 +320,12 @@ class Opportunity(
'tryton-back', 'tryton-forward'),
},
'customer_approbation': {
'invisible': ~Eval('state').in_(['quote_approbation','accepted', 'lost']),
'invisible': ~Eval('state').in_(['quote_approbation','accepted']),
'icon': If(Eval('state').in_(['quote_approbation']),
'tryton-forward', 'tryton-back'),
},
'accepted': {
'invisible': ~Eval('state').in_(['customer_approbation', 'lost']),
'invisible': ~Eval('state').in_(['customer_approbation']),
'icon': If(Eval('state').in_(['customer_approbation']),
'tryton-create', 'tryton-back'),
},
@ -333,7 +333,7 @@ class Opportunity(
'invisible': ~Eval('state').in_(['customer_approbation']),
},
'cancelled': {
'invisible': ~Eval('state').in_(['analysis', 'quote_revision','review']),
'invisible': ~Eval('state').in_(['analysis', 'quote_revision','review','lost']),
},
})
@ -791,7 +791,8 @@ class Opportunity(
@Workflow.transition('lost')
def lost(cls, records):
Date = Pool().get('ir.date')
cls.write([o for o in records if o.is_forecast], {
# if o.is_forecast
cls.write([o for o in records], {
'end_date': Date.today(),
'state': 'lost',
})

28
party_validation.py
View File

@ -4,7 +4,7 @@ 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
from trytond.pool import Pool
from trytond.pool import Pool, PoolMeta
from trytond.transaction import Transaction
from .exceptions import CrmConfigurationError
from trytond.i18n import gettext
@ -38,6 +38,7 @@ class ValidationTemplateAsk(ModelSQL, ModelView):
class ValidationAsk(ModelSQL, ModelView):
"Validation Ask"
__name__ = "crm.opportunity.validation"
_history = True
opportunity = fields.Many2One('crm.opportunity',
'Opportunity', required=True)
party = fields.Many2One('party.party',
@ -73,5 +74,30 @@ class ValidationAsk(ModelSQL, ModelView):
if self.response:
self.validated_by = Transaction().user
self.date_validation = date.today()
# print(self.__table_history__,'Historia')
else:
self.date_validation = None
class ValidationHistoryAsk(ModelView, metaclass=PoolMeta):
"Validation History Ask"
__name__ = "crm.opportunity.validation._history"
line_ask = fields.Char('Ask', required=True, select=True)
# response = fields.Boolean('Response')
# sort=False, readonly=True
comment = fields.Text('Comments')
validated_by = fields.Many2One('res.user', 'User')
class PartyValidationTraceability(ModelSQL, ModelView):
''' Model to save traceability of the Party Validation'''
'Party Validation Traceability'
__name__ = 'crm.party_validation_traceability'
response = fields.Selection([
("", ""),
('approved', 'Approved'),
('rejected', 'Rejected'),
], "Response")
opportunity = fields.Many2One('crm.opportunity', 'Opportunity', required=True )
comment = fields.Text('Comments')
validated_by = fields.Many2One('res.user', 'User')

59
party_validation.xml
View File

@ -15,6 +15,18 @@ this repository contains the full copyright notices and license terms. -->
<field name="name">opportunity_validation_form</field>
</record>
<!-- <record model="ir.ui.view" id="opportunity_validation_history_view_tree">
<field name="model">crm.opportunity.validation.danny</field>
<field name="type">tree</field>
<field name="name">opportunity_validation_history_tree</field>
</record>
<record model="ir.ui.view" id="opportunity_validation_history_view_form">
<field name="model">crm.opportunity.validation.danny</field>
<field name="type">form</field>
<field name="name">opportunity_validation_history_form</field>
</record> -->
<!-- <record model="ir.ui.view" id="validation_view_tree">
<field name="model">crm.validation</field>
<field name="type">tree</field>
@ -83,6 +95,53 @@ this repository contains the full copyright notices and license terms. -->
<menuitem parent="party.menu_party_configuration" sequence="100"
action="act_validation_template_tree" string="Validation Template" id="menu_validation_template_tree"/>
<!-- <record model="ir.model.access" id="access_crm_opportunity">
<field name="model" search="[('model', '=', 'crm.opportunity.validation._history')]"/>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_crm_opportunity_sale">
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
<field name="group" ref="sale.group_sale"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record> -->
<record model="ir.ui.view" id="validation_history_view_tree">
<field name="model">crm.opportunity.validation._history</field>
<field name="type">tree</field>
<field name="priority">10</field>
<field name="name">validation_history_tree</field>
</record>
<record model="ir.ui.view" id="validation_history_view_form">
<field name="model">crm.opportunity.validation._history</field>
<field name="type">form</field>
<field name="name">validation_history_form</field>
</record>
<record model="ir.action.act_window" id="act_validation_history_tree">
<field name="name">Validation Hystory</field>
<field name="res_model">crm.opportunity.validation._history</field>
</record>
<record model="ir.action.act_window.view" id="act_validation_history_tree_view1">
<field name="sequence" eval="1"/>
<field name="view" ref="validation_history_view_tree"/>
<field name="act_window" ref="act_validation_history_tree"/>
</record>
<record model="ir.action.act_window.view" id="act_validation_history_tree_view2">
<field name="sequence" eval="2"/>
<field name="view" ref="validation_history_view_form"/>
<field name="act_window" ref="act_validation_history_tree"/>
</record>
<menuitem parent="party.menu_party_configuration" sequence="100"
action="act_validation_history_tree" id="menu_validation_history_tree"/>
<!-- <record model="ir.model.access" id="access_crm_validation_template">
<field name="model" search="[('model', '=', 'crm.validation_template')]"/>
<field name="perm_read" eval="True"/>

6
view/opportunity_form.xml
View File

@ -61,12 +61,18 @@ this repository contains the full copyright notices and license terms. -->
<page string="Party Validation" name="party_validations">
<field name="party_validations" view_ids="crm.opportunity_validation_view_tree,crm.opportunity_validation_view_form" colspan="4"/>
</page>
<page string="Contracts" name="contracts">
<field name="contracts" colspan="4"/>
</page>
<page name="sales">
<field name="sales" colspan="4"/>
</page>
<page name="traceability">
<field name="traceability" colspan="4"/>
</page>
</notebook>
<label name="state"/>

10
view/opportunity_traceability_form.xml Normal file
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@ -0,0 +1,10 @@
<?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. -->
<form col="6">
<!-- <label name="id"/>
<field name="id"/>
<label name="action"/>
<field name="action"/> -->
</form>

11
view/opportunity_traceability_tree.xml Normal file
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@ -0,0 +1,11 @@
<?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. -->
<tree>
<field name="create_date" widget="date"/>
<!-- <field name="create_date" widget="time"/> -->
<field name="action" expand="1"/>
<field name="validated_by" expand="1"/>
<!-- <field name="observation" expand="1"/> -->
</tree>

18
view/opportunity_tree.xml
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@ -1,18 +0,0 @@
<?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. -->
<tree>
<field name="number" expand="1"/>
<field name="reference" expand="1"/>
<field name="source" expand="1"/>
<field name="start_date"/>
<field name="end_date"/>
<field name="employee" expand="1"/>
<field name="description" expand="1"/>
<field name="party" expand="1"/>
<field name="amount" symbol="currency"/>
<field name="state"/>
<field name="conversion_probability" factor="100">
<suffix name="conversion_probability" string="%"/>
</field>
</tree>

2
view/opportunity_validation_form.xml
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@ -13,4 +13,6 @@ this repository contains the full copyright notices and license terms. -->
<separator name="comment" colspan="4"/>
<field name="comment" colspan="4"/>
</form>

1
view/opportunity_validation_tree.xml
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@ -10,5 +10,6 @@ this repository contains the full copyright notices and license terms. -->
<field name="comment" />
<field name="validated_by" />
<field name="date_validation" />
<!-- <field name="__table_history__" /> -->
</tree>

9
view/validation_history_form.xml Normal file
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@ -0,0 +1,9 @@
<?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. -->
<form>
<label name="line_ask"/>
<field name="line_ask"/>
<label name="validated_by"/>
<field name="validated_by"/>
</form>

10
view/validation_history_tree.xml Normal file
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@ -0,0 +1,10 @@
<?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. -->
<tree>
<!-- <field name="create_date" widget="date"/> -->
<!-- <field name="create_date" widget="time"/> -->
<field name="line_ask"/>
<field name="validated_by"/>
<!-- <field name="comment"/> -->
</tree>