changeset 773331648a15 in modules/marketing_campaign:default
details:
https://hg.tryton.org/modules/marketing_campaign?cmd=changeset&node=773331648a15
description:
Add marketing_campaign module
issue11587
review425381003
diffstat:
.drone.yml | 78 +
.flake8 | 2 +
.isort.cfg | 3 +
COPYRIGHT | 15 +
LICENSE | 674 +++++++++++++
MANIFEST.in | 5 +
README.rst | 1 +
__init__.py | 52 +
doc/conf.py | 61 +
doc/design.rst | 29 +
doc/index.rst | 11 +
doc/reference.rst | 34 +
marketing.py | 121 ++
marketing.xml | 103 +
message.xml | 19 +
sale.py | 26 +
sale.xml | 26 +
sale_opportunity_reporting.py | 98 +
sale_opportunity_reporting.xml | 41 +
sale_reporting.py | 109 ++
sale_reporting.xml | 41 +
setup.py | 160 +++
tests/__init__.py | 2 +
tests/scenario_marketing_campaign_sale.rst | 186 +++
tests/test_module.py | 12 +
tests/test_scenario.py | 8 +
tox.ini | 17 +
tryton.cfg | 15 +
view/campaign_mixin_form.xml | 17 +
view/parameter_form.xml | 9 +
view/parameter_list.xml | 6 +
view/sale_opportunity_reporting_context_form.xml | 15 +
view/sale_opportunity_reporting_marketing_context_form.xml | 25 +
view/sale_opportunity_reporting_marketing_list.xml | 11 +
view/sale_reporting_context_form.xml | 15 +
view/sale_reporting_marketing_context_form.xml | 27 +
view/sale_reporting_marketing_list.xml | 11 +
37 files changed, 2085 insertions(+), 0 deletions(-)
diffs (2234 lines):
diff -r 000000000000 -r 773331648a15 .drone.yml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/.drone.yml Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,78 @@
+clone:
+ hg:
+ image: plugins/hg
+ environment:
+ - HG_SHARE_POOL=/root/.cache/hg
+ volumes:
+ - cache:/root/.cache
+
+pipeline:
+ tox:
+ image: ${IMAGE}
+ environment:
+ - CFLAGS=-O0
+ - DB_CACHE=/cache
+ - TOX_TESTENV_PASSENV=CFLAGS DB_CACHE CI_BUILD_NUMBER
CI_JOB_NUMBER CI_JOB_ID
+ - POSTGRESQL_URI=postgresql://postgres@postgresql:5432/
+ commands:
+ - echo "[extensions]" >> /root/.hgrc
+ - echo "hgext.share =" >> /root/.hgrc
+ - echo "[share]" >> /root/.hgrc
+ - echo "pool = /root/.cache/hg" >> /root/.hgrc
+ - pip install tox
+ - tox -e "${TOXENV}-${DATABASE}"
+ volumes:
+ - cache:/root/.cache
+ check_dist:
+ image: ${IMAGE}
+ commands:
+ - pip install twine
+ - python setup.py sdist
+ - twine check dist/*
+ volumes:
+ - cache:/root/.cache
+ check_doc:
+ image: ${IMAGE}
+ commands:
+ - pip install sphinx
+ - python -m sphinx -T -E -W -n -b html doc _build/html
+ - python -m sphinx -T -E -W -n -b linkcheck doc _build
+ volumes:
+ - cache:/root/.cache
+
+services:
+ postgresql:
+ image: postgres
+ environment:
+ - POSTGRES_HOST_AUTH_METHOD=trust
+ command: "-c fsync=off -c synchronous_commit=off -c
full_page_writes=off"
+ when:
+ matrix:
+ DATABASE: postgresql
+
+matrix:
+ include:
+ - IMAGE: python:3.7
+ TOXENV: py37
+ DATABASE: sqlite
+ - IMAGE: python:3.7
+ TOXENV: py37
+ DATABASE: postgresql
+ - IMAGE: python:3.8
+ TOXENV: py38
+ DATABASE: sqlite
+ - IMAGE: python:3.8
+ TOXENV: py38
+ DATABASE: postgresql
+ - IMAGE: python:3.9
+ TOXENV: py39
+ DATABASE: sqlite
+ - IMAGE: python:3.9
+ TOXENV: py39
+ DATABASE: postgresql
+ - IMAGE: python:3.10
+ TOXENV: py310
+ DATABASE: sqlite
+ - IMAGE: python:3.10
+ TOXENV: py310
+ DATABASE: postgresql
diff -r 000000000000 -r 773331648a15 .flake8
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/.flake8 Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,2 @@
+[flake8]
+ignore=E123,E124,E126,E128,E741,W503
diff -r 000000000000 -r 773331648a15 .isort.cfg
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/.isort.cfg Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,3 @@
+[settings]
+multi_line_output=4
+known_first_party=trytond
diff -r 000000000000 -r 773331648a15 COPYRIGHT
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/COPYRIGHT Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,15 @@
+Copyright (C) 2022 B2CK
+Copyright (C) 2022 Cédric Krier
+
+This program is free software: you can redistribute it and/or modify
+it under the terms of the GNU General Public License as published by
+the Free Software Foundation, either version 3 of the License, or
+(at your option) any later version.
+
+This program is distributed in the hope that it will be useful,
+but WITHOUT ANY WARRANTY; without even the implied warranty of
+MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+GNU General Public License for more details.
+
+You should have received a copy of the GNU General Public License
+along with this program. If not, see <http://www.gnu.org/licenses/>.
diff -r 000000000000 -r 773331648a15 LICENSE
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/LICENSE Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,674 @@
+ GNU GENERAL PUBLIC LICENSE
+ Version 3, 29 June 2007
+
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+ Each contributor grants you a non-exclusive, worldwide, royalty-free
+patent license under the contributor's essential patent claims, to
+make, use, sell, offer for sale, import and otherwise run, modify and
+propagate the contents of its contributor version.
+
+ In the following three paragraphs, a "patent license" is any express
+agreement or commitment, however denominated, not to enforce a patent
+(such as an express permission to practice a patent or covenant not to
+sue for patent infringement). To "grant" such a patent license to a
+party means to make such an agreement or commitment not to enforce a
+patent against the party.
+
+ If you convey a covered work, knowingly relying on a patent license,
+and the Corresponding Source of the work is not available for anyone
+to copy, free of charge and under the terms of this License, through a
+publicly available network server or other readily accessible means,
+then you must either (1) cause the Corresponding Source to be so
+available, or (2) arrange to deprive yourself of the benefit of the
+patent license for this particular work, or (3) arrange, in a manner
+consistent with the requirements of this License, to extend the patent
+license to downstream recipients. "Knowingly relying" means you have
+actual knowledge that, but for the patent license, your conveying the
+covered work in a country, or your recipient's use of the covered work
+in a country, would infringe one or more identifiable patents in that
+country that you have reason to believe are valid.
+
+ If, pursuant to or in connection with a single transaction or
+arrangement, you convey, or propagate by procuring conveyance of, a
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+receiving the covered work authorizing them to use, propagate, modify
+or convey a specific copy of the covered work, then the patent license
+you grant is automatically extended to all recipients of the covered
+work and works based on it.
+
+ A patent license is "discriminatory" if it does not include within
+the scope of its coverage, prohibits the exercise of, or is
+conditioned on the non-exercise of one or more of the rights that are
+specifically granted under this License. You may not convey a covered
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+to the third party based on the extent of your activity of conveying
+the work, and under which the third party grants, to any of the
+parties who would receive the covered work from you, a discriminatory
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+conveyed by you (or copies made from those copies), or (b) primarily
+for and in connection with specific products or compilations that
+contain the covered work, unless you entered into that arrangement,
+or that patent license was granted, prior to 28 March 2007.
+
+ Nothing in this License shall be construed as excluding or limiting
+any implied license or other defenses to infringement that may
+otherwise be available to you under applicable patent law.
+
+ 12. No Surrender of Others' Freedom.
+
+ If conditions are imposed on you (whether by court order, agreement or
+otherwise) that contradict the conditions of this License, they do not
+excuse you from the conditions of this License. If you cannot convey a
+covered work so as to satisfy simultaneously your obligations under this
+License and any other pertinent obligations, then as a consequence you may
+not convey it at all. For example, if you agree to terms that obligate you
+to collect a royalty for further conveying from those to whom you convey
+the Program, the only way you could satisfy both those terms and this
+License would be to refrain entirely from conveying the Program.
+
+ 13. Use with the GNU Affero General Public License.
+
+ Notwithstanding any other provision of this License, you have
+permission to link or combine any covered work with a work licensed
+under version 3 of the GNU Affero General Public License into a single
+combined work, and to convey the resulting work. The terms of this
+License will continue to apply to the part which is the covered work,
+but the special requirements of the GNU Affero General Public License,
+section 13, concerning interaction through a network will apply to the
+combination as such.
+
+ 14. Revised Versions of this License.
+
+ The Free Software Foundation may publish revised and/or new versions of
+the GNU General Public License from time to time. Such new versions will
+be similar in spirit to the present version, but may differ in detail to
+address new problems or concerns.
+
+ Each version is given a distinguishing version number. If the
+Program specifies that a certain numbered version of the GNU General
+Public License "or any later version" applies to it, you have the
+option of following the terms and conditions either of that numbered
+version or of any later version published by the Free Software
+Foundation. If the Program does not specify a version number of the
+GNU General Public License, you may choose any version ever published
+by the Free Software Foundation.
+
+ If the Program specifies that a proxy can decide which future
+versions of the GNU General Public License can be used, that proxy's
+public statement of acceptance of a version permanently authorizes you
+to choose that version for the Program.
+
+ Later license versions may give you additional or different
+permissions. However, no additional obligations are imposed on any
+author or copyright holder as a result of your choosing to follow a
+later version.
+
+ 15. Disclaimer of Warranty.
+
+ THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY
+APPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT
+HOLDERS AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY
+OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO,
+THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
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+IS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF
+ALL NECESSARY SERVICING, REPAIR OR CORRECTION.
+
+ 16. Limitation of Liability.
+
+ IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING
+WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MODIFIES AND/OR CONVEYS
+THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY
+GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE
+USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF
+DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD
+PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS),
+EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF
+SUCH DAMAGES.
+
+ 17. Interpretation of Sections 15 and 16.
+
+ If the disclaimer of warranty and limitation of liability provided
+above cannot be given local legal effect according to their terms,
+reviewing courts shall apply local law that most closely approximates
+an absolute waiver of all civil liability in connection with the
+Program, unless a warranty or assumption of liability accompanies a
+copy of the Program in return for a fee.
+
+ END OF TERMS AND CONDITIONS
+
+ How to Apply These Terms to Your New Programs
+
+ If you develop a new program, and you want it to be of the greatest
+possible use to the public, the best way to achieve this is to make it
+free software which everyone can redistribute and change under these terms.
+
+ To do so, attach the following notices to the program. It is safest
+to attach them to the start of each source file to most effectively
+state the exclusion of warranty; and each file should have at least
+the "copyright" line and a pointer to where the full notice is found.
+
+ <one line to give the program's name and a brief idea of what it does.>
+ Copyright (C) <year> <name of author>
+
+ This program is free software: you can redistribute it and/or modify
+ it under the terms of the GNU General Public License as published by
+ the Free Software Foundation, either version 3 of the License, or
+ (at your option) any later version.
+
+ This program is distributed in the hope that it will be useful,
+ but WITHOUT ANY WARRANTY; without even the implied warranty of
+ MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ GNU General Public License for more details.
+
+ You should have received a copy of the GNU General Public License
+ along with this program. If not, see <http://www.gnu.org/licenses/>.
+
+Also add information on how to contact you by electronic and paper mail.
+
+ If the program does terminal interaction, make it output a short
+notice like this when it starts in an interactive mode:
+
+ <program> Copyright (C) <year> <name of author>
+ This program comes with ABSOLUTELY NO WARRANTY; for details type `show w'.
+ This is free software, and you are welcome to redistribute it
+ under certain conditions; type `show c' for details.
+
+The hypothetical commands `show w' and `show c' should show the appropriate
+parts of the General Public License. Of course, your program's commands
+might be different; for a GUI interface, you would use an "about box".
+
+ You should also get your employer (if you work as a programmer) or school,
+if any, to sign a "copyright disclaimer" for the program, if necessary.
+For more information on this, and how to apply and follow the GNU GPL, see
+<http://www.gnu.org/licenses/>.
+
+ The GNU General Public License does not permit incorporating your program
+into proprietary programs. If your program is a subroutine library, you
+may consider it more useful to permit linking proprietary applications with
+the library. If this is what you want to do, use the GNU Lesser General
+Public License instead of this License. But first, please read
+<http://www.gnu.org/philosophy/why-not-lgpl.html>.
diff -r 000000000000 -r 773331648a15 MANIFEST.in
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/MANIFEST.in Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,5 @@
+include CHANGELOG
+include COPYRIGHT
+include LICENSE
+include README.rst
+graft doc
diff -r 000000000000 -r 773331648a15 README.rst
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/README.rst Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,1 @@
+doc/index.rst
\ No newline at end of file
diff -r 000000000000 -r 773331648a15 __init__.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/__init__.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,52 @@
+# 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
+
+try:
+ from trytond.modules.sale.sale_reporting import Abstract as SaleAbstract
+except ImportError:
+ SaleAbstract = None
+try:
+ from trytond.modules.sale_opportunity.opportunity_reporting import \
+ Abstract as OpportunityAbstract
+except ImportError:
+ OpportunityAbstract = None
+
+from . import marketing, sale, sale_opportunity_reporting, sale_reporting
+from .marketing import MarketingCampaignMixin, Parameter
+
+__all__ = ['register', 'Parameter', 'MarketingCampaignMixin']
+
+
+def register():
+ Pool.register(
+ marketing.Campaign,
+ marketing.Medium,
+ marketing.Source,
+ module='marketing_campaign', type_='model')
+ Pool.register(
+ sale.Sale,
+ sale_reporting.Context,
+ sale_reporting.MarketingContext,
+ sale_reporting.Marketing,
+ module='marketing_campaign', type_='model', depends=['sale'])
+ Pool.register(
+ sale.Opportunity,
+ sale_opportunity_reporting.Context,
+ sale_opportunity_reporting.MarketingContext,
+ sale_opportunity_reporting.Marketing,
+ module='marketing_campaign', type_='model',
+ depends=['sale_opportunity'])
+ Pool.register(
+ sale.POSSale,
+ module='marketing_campaign', type_='model', depends=['sale_point'])
+ if SaleAbstract:
+ Pool.register_mixin(
+ sale_reporting.AbstractMarketingCampaign, SaleAbstract,
+ module='marketing_campaign')
+ if OpportunityAbstract:
+ Pool.register_mixin(
+ sale_opportunity_reporting.AbstractMarketingCampaign,
+ OpportunityAbstract,
+ module='marketing_campaign')
diff -r 000000000000 -r 773331648a15 doc/conf.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/doc/conf.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,61 @@
+# This file is part of Tryton. The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.
+
+modules_url = 'https://docs.tryton.org/projects/modules-{module}/en/{series}/'
+trytond_url = 'https://docs.tryton.org/projects/server/en/{series}/'
+
+
+def get_info():
+ import configparser
+ import os
+ import subprocess
+ import sys
+
+ module_dir = os.path.dirname(os.path.dirname(__file__))
+
+ config = configparser.ConfigParser()
+ config.read_file(open(os.path.join(module_dir, 'tryton.cfg')))
+ info = dict(config.items('tryton'))
+
+ result = subprocess.run(
+ [sys.executable, 'setup.py', '--name'],
+ stdout=subprocess.PIPE, check=True, cwd=module_dir)
+ info['name'] = result.stdout.decode('utf-8').strip()
+
+ result = subprocess.run(
+ [sys.executable, 'setup.py', '--version'],
+ stdout=subprocess.PIPE, check=True, cwd=module_dir)
+ version = result.stdout.decode('utf-8').strip()
+ if 'dev' in version:
+ info['series'] = 'latest'
+ else:
+ info['series'] = '.'.join(version.split('.', 2)[:2])
+
+ for key in {'depends', 'extras_depend'}:
+ info[key] = info.get(key, '').strip().splitlines()
+ info['modules'] = set(info['depends'] + info['extras_depend'])
+ info['modules'] -= {'ir', 'res'}
+
+ return info
+
+
+info = get_info()
+
+master_doc = 'index'
+project = info['name']
+release = version = info['series']
+default_role = 'ref'
+highlight_language = 'none'
+extensions = [
+ 'sphinx.ext.intersphinx',
+ ]
+intersphinx_mapping = {
+ 'trytond': (trytond_url.format(series=version), None),
+ }
+intersphinx_mapping.update({
+ m: (modules_url.format(
+ module=m.replace('_', '-'), series=version), None)
+ for m in info['modules']
+ })
+
+del get_info, info, modules_url, trytond_url
diff -r 000000000000 -r 773331648a15 doc/design.rst
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/doc/design.rst Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,29 @@
+******
+Design
+******
+
+The *Marketing Campaign Module* introduces concepts useful to collect
+information about marketing campaigns.
+
+.. _model-marketing.campaign:
+
+Campaign
+========
+
+The *Campaign* concept stores the names of a specific product promotion or
+strategic campaign.
+
+.. _model-marketing.medium:
+
+Medium
+======
+
+The *Medium* concept stores the names of medium used, such as click or email.
+
+.. _model-marketing.source:
+
+Source
+======
+
+The *Source* concept stores the names to identify from where came the
+customers.
diff -r 000000000000 -r 773331648a15 doc/index.rst
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/doc/index.rst Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,11 @@
+#########################
+Marketing Campaign Module
+#########################
+
+The *Marketing Campaign Module* helps collecting data about marketing
campaigns.
+
+.. toctree::
+ :maxdepth: 2
+
+ design
+ reference
diff -r 000000000000 -r 773331648a15 doc/reference.rst
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/doc/reference.rst Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,34 @@
+*************
+API Reference
+*************
+
+Parameter
+=========
+
+.. class:: Parameter
+
+ The *Parameter* is a mixin_ to define marketing parameters like `Campaign
+ <model-marketing.campaign>`.
+
+.. classmethod:: Parameter.from_name(name[, create])
+
+ Return the parameter instance for the name.
+ If ``create`` is set and no instance is found, a new instance is created.
+
+Campaign
+========
+
+.. class:: MarketingCampaignMixin
+
+ The *MarketingCampaignMixin* is a mixin_ to add marketing parameters to a
+ :class:`~trytond:trytond.model.Model`.
+ They are filled by default using
+ the string value from the
+ :attr:`~trytond:trytond.transaction.Transaction.context` key of the same
+ name.
+
+.. classmethod:: MarketingCampaignMixin.marketing_campaign_fields
+
+ Yield the field names of the :class:`Parameter` fields.
+
+.. _mixin: https://en.wikipedia.org/wiki/Mixin
diff -r 000000000000 -r 773331648a15 marketing.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/marketing.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,121 @@
+# 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 sql.functions import Lower
+from sql.operators import Equal
+
+from trytond.i18n import lazy_gettext
+from trytond.model import (
+ DeactivableMixin, Exclude, Model, ModelSQL, ModelView, fields)
+from trytond.transaction import Transaction
+
+
+class Parameter(DeactivableMixin, ModelSQL, ModelView):
+
+ name = fields.Char("Name", required=True)
+
+ @classmethod
+ def __setup__(cls):
+ t = cls.__table__()
+ super().__setup__()
+ cls._sql_constraints += [
+ ('name_unique', Exclude(t, (Lower(t.name), Equal)),
+ 'marketing_campaign.msg_parameter_name_unique'),
+ ]
+ # TODO: index on name
+
+ def get_rec_name(self, name):
+ return self.name.title()
+
+ @classmethod
+ def create(cls, vlist):
+ vlist = [v.copy() for v in vlist]
+ for values in vlist:
+ if values.get('name'):
+ values['name'] = values['name'].lower()
+ return super().create(vlist)
+
+ @classmethod
+ def write(cls, *args):
+ actions = iter(args)
+ args = []
+ for parameters, values in zip(actions, actions):
+ if values.get('name'):
+ values = values.copy()
+ values['name'] = values['name'].lower()
+ args.extend((parameters, values))
+ super().write(*args)
+
+ @classmethod
+ def from_name(cls, name, create=True):
+ name = name.strip().lower()
+ with Transaction().set_context(active_test=False):
+ records = cls.search([
+ ('name', '=', name),
+ ])
+ if records:
+ record, = records
+ elif create:
+ record = cls(name=name)
+ record.save()
+ else:
+ record = None
+ return record
+
+
+class Campaign(Parameter):
+ "Marketing Campaign"
+ __name__ = 'marketing.campaign'
+
+
+class Medium(Parameter):
+ "Marketing Medium"
+ __name__ = 'marketing.medium'
+
+
+class Source(Parameter):
+ "Marketing Source"
+ __name__ = 'marketing.source'
+
+
+class MarketingCampaignMixin(Model):
+
+ marketing_campaign = fields.Many2One(
+ 'marketing.campaign',
+ lazy_gettext('marketing_campaign.msg_marketing_campaign'),
+ ondelete='RESTRICT')
+ marketing_medium = fields.Many2One(
+ 'marketing.medium',
+ lazy_gettext('marketing_campaign.msg_marketing_medium'),
+ ondelete='RESTRICT')
+ marketing_source = fields.Many2One(
+ 'marketing.source',
+ lazy_gettext('marketing_campaign.msg_marketing_source'),
+ ondelete='RESTRICT')
+
+ @classmethod
+ def marketing_campaign_fields(cls):
+ for fname, field in cls._fields.items():
+ if field._type == 'many2one':
+ Target = field.get_target()
+ if issubclass(Target, Parameter):
+ yield fname
+
+ @classmethod
+ def default_get(cls, fields_names, with_rec_name=True):
+ transaction = Transaction()
+ context = transaction.context
+ default = super().default_get(
+ fields_names, with_rec_name=with_rec_name)
+ for fname in cls.marketing_campaign_fields():
+ if isinstance(context.get(fname), str) and not default.get(fname):
+ field = getattr(cls, fname)
+ Target = field.get_target()
+ target = Target.from_name(
+ context[fname], not transaction.readonly)
+ if target:
+ default[fname] = target.id
+ if with_rec_name:
+ default.setdefault(
+ fname + '.', {})['rec_name'] = target.rec_name
+ return default
diff -r 000000000000 -r 773331648a15 marketing.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/marketing.xml Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,103 @@
+<?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>
+ <record model="ir.ui.view" id="campaign_view_list">
+ <field name="model">marketing.campaign</field>
+ <field name="type">tree</field>
+ <field name="name">parameter_list</field>
+ </record>
+
+ <record model="ir.ui.view" id="campaign_view_form">
+ <field name="model">marketing.campaign</field>
+ <field name="type">form</field>
+ <field name="name">parameter_form</field>
+ </record>
+
+ <record model="ir.action.act_window" id="act_campaign_form">
+ <field name="name">Campaigns</field>
+ <field name="res_model">marketing.campaign</field>
+ </record>
+ <record model="ir.action.act_window.view" id="act_campaign_form_view1">
+ <field name="sequence" eval="10"/>
+ <field name="view" ref="campaign_view_list"/>
+ <field name="act_window" ref="act_campaign_form"/>
+ </record>
+ <record model="ir.action.act_window.view" id="act_campaign_form_view2">
+ <field name="sequence" eval="20"/>
+ <field name="view" ref="campaign_view_form"/>
+ <field name="act_window" ref="act_campaign_form"/>
+ </record>
+ <menuitem
+ parent="marketing.menu_marketing"
+ action="act_campaign_form"
+ sequence="50"
+ id="menu_campaign_form"/>
+
+ <record model="ir.ui.view" id="medium_view_list">
+ <field name="model">marketing.medium</field>
+ <field name="type">tree</field>
+ <field name="name">parameter_list</field>
+ </record>
+
+ <record model="ir.ui.view" id="medium_view_form">
+ <field name="model">marketing.medium</field>
+ <field name="type">form</field>
+ <field name="name">parameter_form</field>
+ </record>
+
+ <record model="ir.action.act_window" id="act_medium_form">
+ <field name="name">Mediums</field>
+ <field name="res_model">marketing.medium</field>
+ </record>
+ <record model="ir.action.act_window.view" id="act_medium_form_view1">
+ <field name="sequence" eval="10"/>
+ <field name="view" ref="medium_view_list"/>
+ <field name="act_window" ref="act_medium_form"/>
+ </record>
+ <record model="ir.action.act_window.view" id="act_medium_form_view2">
+ <field name="sequence" eval="20"/>
+ <field name="view" ref="medium_view_form"/>
+ <field name="act_window" ref="act_medium_form"/>
+ </record>
+ <menuitem
+ parent="marketing.menu_marketing"
+ action="act_medium_form"
+ sequence="50"
+ id="menu_medium_form"/>
+
+ <record model="ir.ui.view" id="source_view_list">
+ <field name="model">marketing.source</field>
+ <field name="type">tree</field>
+ <field name="name">parameter_list</field>
+ </record>
+
+ <record model="ir.ui.view" id="source_view_form">
+ <field name="model">marketing.source</field>
+ <field name="type">form</field>
+ <field name="name">parameter_form</field>
+ </record>
+
+ <record model="ir.action.act_window" id="act_source_form">
+ <field name="name">Sources</field>
+ <field name="res_model">marketing.source</field>
+ </record>
+ <record model="ir.action.act_window.view" id="act_source_form_view1">
+ <field name="sequence" eval="10"/>
+ <field name="view" ref="source_view_list"/>
+ <field name="act_window" ref="act_source_form"/>
+ </record>
+ <record model="ir.action.act_window.view" id="act_source_form_view2">
+ <field name="sequence" eval="20"/>
+ <field name="view" ref="source_view_form"/>
+ <field name="act_window" ref="act_source_form"/>
+ </record>
+ <menuitem
+ parent="marketing.menu_marketing"
+ action="act_source_form"
+ sequence="50"
+ id="menu_source_form"/>
+
+ </data>
+</tryton>
diff -r 000000000000 -r 773331648a15 message.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/message.xml Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,19 @@
+<?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_parameter_name_unique">
+ <field name="text">Name of active marketing parameter must be
unique.</field>
+ </record>
+ <record model="ir.message" id="msg_marketing_campaign">
+ <field name="text">Marketing Campaign</field>
+ </record>
+ <record model="ir.message" id="msg_marketing_medium">
+ <field name="text">Marketing Medium</field>
+ </record>
+ <record model="ir.message" id="msg_marketing_source">
+ <field name="text">Marketing Source</field>
+ </record>
+ </data>
+</tryton>
diff -r 000000000000 -r 773331648a15 sale.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/sale.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,26 @@
+# 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 PoolMeta
+
+from .marketing import MarketingCampaignMixin, Parameter
+
+
+class Sale(MarketingCampaignMixin, metaclass=PoolMeta):
+ __name__ = 'sale.sale'
+
+
+class Opportunity(MarketingCampaignMixin, metaclass=PoolMeta):
+ __name__ = 'sale.opportunity'
+
+ def _get_sale_opportunity(self):
+ sale = super()._get_sale_opportunity()
+ for fname, field in self._fields.items():
+ if (field._type == 'many2one'
+ and isinstance(field.get_target(), Parameter)):
+ setattr(sale, fname, getattr(self, fname))
+ return sale
+
+
+class POSSale(MarketingCampaignMixin, metaclass=PoolMeta):
+ __name__ = 'sale.point.sale'
diff -r 000000000000 -r 773331648a15 sale.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/sale.xml Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,26 @@
+<?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 depends="sale">
+ <record model="ir.ui.view" id="sale_sale_view_form">
+ <field name="model">sale.sale</field>
+ <field name="inherit" ref="sale.sale_view_form"/>
+ <field name="name">campaign_mixin_form</field>
+ </record>
+ </data>
+ <data depends="sale_opportunity">
+ <record model="ir.ui.view" id="sale_opportunity_view_form">
+ <field name="model">sale.opportunity</field>
+ <field name="inherit"
ref="sale_opportunity.opportunity_view_form"/>
+ <field name="name">campaign_mixin_form</field>
+ </record>
+ </data>
+ <data depends="sale_point">
+ <record model="ir.ui.view" id="sale_point_sale_view_form">
+ <field name="model">sale.point.sale</field>
+ <field name="inherit" ref="sale_point.sale_view_form"/>
+ <field name="name">campaign_mixin_form</field>
+ </record>
+ </data>
+</tryton>
diff -r 000000000000 -r 773331648a15 sale_opportunity_reporting.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/sale_opportunity_reporting.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,98 @@
+# 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 sql import Column, Literal
+
+from trytond.i18n import lazy_gettext
+from trytond.model import ModelView, fields
+from trytond.pool import Pool, PoolMeta
+from trytond.transaction import Transaction
+
+try:
+ from trytond.modules.sale_opportunity.opportunity_reporting import Abstract
+ from trytond.modules.sale_opportunity.opportunity_reporting import \
+ Context as BaseContext
+except ImportError:
+ Abstract = object
+ BaseContext = object
+
+from .marketing import MarketingCampaignMixin
+
+
+class AbstractMarketingCampaign:
+ __slots__ = ()
+
+ @classmethod
+ def _marketing_campaign_fields(cls):
+ pool = Pool()
+ Context = pool.get('sale.opportunity.reporting.context')
+ if hasattr(Context, 'marketing_campaign_fields'):
+ yield from Context.marketing_campaign_fields()
+
+ @classmethod
+ def _columns(cls, tables, withs):
+ context = Transaction().context
+ opportunity = tables['opportunity']
+ return super()._columns(tables, withs) + [
+ (Column(opportunity, fname)
+ if context.get('group_by_%s' % fname)
+ else Literal(None)).as_(fname)
+ for fname in cls._marketing_campaign_fields()]
+
+ @classmethod
+ def _where(cls, tables, withs):
+ context = Transaction().context
+ where = super()._where(tables, withs)
+ opportunity = tables['opportunity']
+ for fname in cls._marketing_campaign_fields():
+ value = context.get(fname)
+ if value:
+ where &= Column(opportunity, fname) == value
+ return where
+
+
+class Context(MarketingCampaignMixin, metaclass=PoolMeta):
+ __name__ = 'sale.opportunity.reporting.context'
+
+ @classmethod
+ def default_get(cls, fields_names, with_rec_name=True):
+ transaction = Transaction()
+ context = transaction.context
+ default = super().default_get(
+ fields_names, with_rec_name=with_rec_name)
+ for fname in cls.marketing_campaign_fields():
+ if isinstance(context.get(fname), (int, float)):
+ default.setdefault(fname, int(context[fname]))
+ return default
+
+
+class MarketingContext(BaseContext):
+ "Sale Opportunity Reporting Context"
+ __name__ = 'sale.opportunity.reporting.marketing.context'
+
+ group_by_marketing_campaign = fields.Boolean(
+ lazy_gettext('marketing_campaign.msg_marketing_campaign'))
+ group_by_marketing_medium = fields.Boolean(
+ lazy_gettext('marketing_campaign.msg_marketing_medium'))
+ group_by_marketing_source = fields.Boolean(
+ lazy_gettext('marketing_campaign.msg_marketing_source'))
+
+
+class Marketing(MarketingCampaignMixin, Abstract, ModelView):
+ "Sale Opportunity Reporting per Marketing"
+ __name__ = 'sale.opportunity.reporting.marketing'
+
+ @classmethod
+ def _group_by(cls, tables, withs):
+ context = Transaction().context
+ opportunity = tables['opportunity']
+ return super()._group_by(tables, withs) + [
+ Column(opportunity, fname).as_(fname)
+ for fname in cls._marketing_campaign_fields()
+ if context.get('group_by_%s' % fname)]
+
+ def get_rec_name(self, name):
+ return ', '.join(
+ getattr(self, fname).rec_name
+ for fname in self._marketing_campaign_fields()
+ if getattr(self, fname))
diff -r 000000000000 -r 773331648a15 sale_opportunity_reporting.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/sale_opportunity_reporting.xml Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,41 @@
+<?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 depends="sale_opportunity">
+ <record model="ir.ui.view"
id="sale_opportunity_reporting_context_view_form">
+ <field name="model">sale.opportunity.reporting.context</field>
+ <field name="inherit"
ref="sale_opportunity.reporting_context_view_form"/>
+ <field name="name">sale_opportunity_reporting_context_form</field>
+ </record>
+
+ <record model="ir.ui.view"
id="sale_opportunity_reporting_marketing_context_view_form">
+ <field
name="model">sale.opportunity.reporting.marketing.context</field>
+ <field name="type">form</field>
+ <field
name="name">sale_opportunity_reporting_marketing_context_form</field>
+ </record>
+
+ <record model="ir.ui.view"
id="sale_opportunity_reporting_marketing_view_list">
+ <field name="model">sale.opportunity.reporting.marketing</field>
+ <field name="type" eval="None"/>
+ <field name="inherit"
ref="sale_opportunity.reporting_main_view_list"/>
+ <field
name="name">sale_opportunity_reporting_marketing_list</field>
+ </record>
+
+ <record model="ir.action.act_window"
id="act_sale_opportunity_reporting_marketing">
+ <field name="name">Opportunities per Marketing</field>
+ <field
name="res_model">sale.opportunity.reporting.marketing</field>
+ <field
name="context_model">sale.opportunity.reporting.marketing.context</field>
+ </record>
+ <record model="ir.action.act_window.view"
id="act_sale_opportunity_reporting_marketing_view1">
+ <field name="sequence" eval="10"/>
+ <field name="view"
ref="sale_opportunity_reporting_marketing_view_list"/>
+ <field name="act_window"
ref="act_sale_opportunity_reporting_marketing"/>
+ </record>
+ <record model="ir.action.keyword"
id="act_sale_opportunity_reporting_marketing_keyword1">
+ <field name="keyword">tree_open</field>
+ <field name="model"
ref="sale_opportunity.menu_reporting_opportunity"/>
+ <field name="action"
ref="act_sale_opportunity_reporting_marketing"/>
+ </record>
+ </data>
+</tryton>
diff -r 000000000000 -r 773331648a15 sale_reporting.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/sale_reporting.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,109 @@
+# 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 sql import Column, Literal
+
+from trytond.i18n import lazy_gettext
+from trytond.model import ModelView, fields
+from trytond.pool import Pool, PoolMeta
+from trytond.transaction import Transaction
+
+try:
+ from trytond.modules.sale.sale_reporting import Abstract
+ from trytond.modules.sale.sale_reporting import Context as BaseContext
+except ImportError:
+ Abstract = object
+ BaseContext = object
+
+from .marketing import MarketingCampaignMixin
+
+
+class AbstractMarketingCampaign:
+ __slots__ = ()
+
+ @classmethod
+ def _marketing_campaign_fields(cls):
+ pool = Pool()
+ Context = pool.get('sale.reporting.context')
+ if hasattr(Context, 'marketing_campaign_fields'):
+ yield from Context.marketing_campaign_fields()
+
+ @classmethod
+ def _sale_line_columns(cls, line, sale):
+ return super()._sale_line_columns(line, sale) + [
+ Column(sale, fname).as_(fname)
+ for fname in cls._marketing_campaign_fields()]
+
+ @classmethod
+ def _pos_sale_line_columns(cls, line, point, sale, currency):
+ return super()._pos_sale_line_columns(line, point, sale, currency) + [
+ Column(sale, fname).as_(fname)
+ for fname in cls._marketing_campaign_fields()]
+
+ @classmethod
+ def _where(cls, tables, withs):
+ context = Transaction().context
+ where = super()._where(tables, withs)
+ line = tables['line']
+ for fname in cls._marketing_campaign_fields():
+ value = context.get(fname)
+ if value:
+ where &= Column(line, fname) == value
+ return where
+
+
+class Context(MarketingCampaignMixin, metaclass=PoolMeta):
+ __name__ = 'sale.reporting.context'
+
+ @classmethod
+ def default_get(cls, fields_names, with_rec_name=True):
+ transaction = Transaction()
+ context = transaction.context
+ default = super().default_get(
+ fields_names, with_rec_name=with_rec_name)
+ for fname in cls.marketing_campaign_fields():
+ if isinstance(context.get(fname), (int, float)):
+ default.setdefault(fname, int(context[fname]))
+ return default
+
+
+class MarketingContext(BaseContext):
+ "Sale Reporting Context"
+ __name__ = 'sale.reporting.marketing.context'
+
+ group_by_marketing_campaign = fields.Boolean(
+ lazy_gettext('marketing_campaign.msg_marketing_campaign'))
+ group_by_marketing_medium = fields.Boolean(
+ lazy_gettext('marketing_campaign.msg_marketing_medium'))
+ group_by_marketing_source = fields.Boolean(
+ lazy_gettext('marketing_campaign.msg_marketing_source'))
+
+
+class Marketing(MarketingCampaignMixin, Abstract, ModelView):
+ "Sale Reporting per Marketing"
+ __name__ = 'sale.reporting.marketing'
+
+ @classmethod
+ def _columns(cls, tables, withs):
+ context = Transaction().context
+ line = tables['line']
+ return super()._columns(tables, withs) + [
+ (Column(line, fname)
+ if context.get('group_by_%s' % fname)
+ else Literal(None)).as_(fname)
+ for fname in cls._marketing_campaign_fields()]
+
+ @classmethod
+ def _group_by(cls, tables, withs):
+ context = Transaction().context
+ line = tables['line']
+ return super()._group_by(tables, withs) + [
+ Column(line, fname).as_(fname)
+ for fname in cls._marketing_campaign_fields()
+ if context.get('group_by_%s' % fname)]
+
+ def get_rec_name(self, name):
+ return ', '.join(
+ getattr(self, fname).rec_name
+ for fname in self._marketing_campaign_fields()
+ if getattr(self, fname))
diff -r 000000000000 -r 773331648a15 sale_reporting.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/sale_reporting.xml Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,41 @@
+<?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 depends="sale">
+ <record model="ir.ui.view" id="sale_reporting_context_view_form">
+ <field name="model">sale.reporting.context</field>
+ <field name="inherit" ref="sale.reporting_context_view_form"/>
+ <field name="name">sale_reporting_context_form</field>
+ </record>
+
+ <record model="ir.ui.view"
id="sale_reporting_marketing_context_view_form">
+ <field name="model">sale.reporting.marketing.context</field>
+ <field name="type">form</field>
+ <field name="name">sale_reporting_marketing_context_form</field>
+ </record>
+
+ <record model="ir.ui.view" id="sale_reporting_marketing_view_list">
+ <field name="model">sale.reporting.marketing</field>
+ <field name="type" eval="None"/>
+ <field name="inherit" ref="sale.reporting_main_view_list"/>
+ <field name="name">sale_reporting_marketing_list</field>
+ </record>
+
+ <record model="ir.action.act_window" id="act_sale_reporting_marketing">
+ <field name="name">Sales per Marketing</field>
+ <field name="res_model">sale.reporting.marketing</field>
+ <field
name="context_model">sale.reporting.marketing.context</field>
+ </record>
+ <record model="ir.action.act_window.view"
id="act_sale_reporting_marketing_view1">
+ <field name="sequence" eval="10"/>
+ <field name="view" ref="sale_reporting_marketing_view_list"/>
+ <field name="act_window" ref="act_sale_reporting_marketing"/>
+ </record>
+ <record model="ir.action.keyword"
id="act_sale_reporting_marketing_keyword1">
+ <field name="keyword">tree_open</field>
+ <field name="model" ref="sale.menu_reporting_sale"/>
+ <field name="action" ref="act_sale_reporting_marketing"/>
+ </record>
+ </data>
+</tryton>
diff -r 000000000000 -r 773331648a15 setup.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/setup.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,160 @@
+#!/usr/bin/env python3
+# This file is part of Tryton. The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.
+
+import io
+import os
+import re
+from configparser import ConfigParser
+
+from setuptools import find_packages, setup
+
+
+def read(fname):
+ content = io.open(
+ os.path.join(os.path.dirname(__file__), fname),
+ 'r', encoding='utf-8').read()
+ content = re.sub(
+ r'(?m)^\.\. toctree::\r?\n((^$|^\s.*$)\r?\n)*', '', content)
+ return content
+
+
+def get_require_version(name):
+ if minor_version % 2:
+ require = '%s >= %s.%s.dev0, < %s.%s'
+ else:
+ require = '%s >= %s.%s, < %s.%s'
+ require %= (name, major_version, minor_version,
+ major_version, minor_version + 1)
+ return require
+
+
+config = ConfigParser()
+config.read_file(open(os.path.join(os.path.dirname(__file__), 'tryton.cfg')))
+info = dict(config.items('tryton'))
+for key in ('depends', 'extras_depend', 'xml'):
+ if key in info:
+ info[key] = info[key].strip().splitlines()
+version = info.get('version', '0.0.1')
+major_version, minor_version, _ = version.split('.', 2)
+major_version = int(major_version)
+minor_version = int(minor_version)
+name = 'trytond_marketing_campaign'
+
+download_url = 'http://downloads.tryton.org/%s.%s/' % (
+ major_version, minor_version)
+if minor_version % 2:
+ version = '%s.%s.dev0' % (major_version, minor_version)
+ download_url = (
+ 'hg+http://hg.tryton.org/modules/%s#egg=%s-%s' % (
+ name[8:], name, version))
+
+local_version = []
+if os.environ.get('CI_JOB_ID'):
+ local_version.append(os.environ['CI_JOB_ID'])
+else:
+ for build in ['CI_BUILD_NUMBER', 'CI_JOB_NUMBER']:
+ if os.environ.get(build):
+ local_version.append(os.environ[build])
+ else:
+ local_version = []
+ break
+if local_version:
+ version += '+' + '.'.join(local_version)
+requires = ['python-sql']
+for dep in info.get('depends', []):
+ if not re.match(r'(ir|res)(\W|$)', dep):
+ requires.append(get_require_version('trytond_%s' % dep))
+requires.append(get_require_version('trytond'))
+
+tests_require = [
+ get_require_version('proteus'),
+ get_require_version('trytond_sale'),
+ get_require_version('trytond_sale_opportunity'),
+ get_require_version('trytond_sale_point'),
+ ]
+dependency_links = []
+if minor_version % 2:
+ dependency_links.append(
+ 'https://trydevpi.tryton.org/?local_version='
+ + '.'.join(local_version)
+ )
+
+setup(name=name,
+ version=version,
+ description='Tryton module to manage marketing campaign',
+ long_description=read('README.rst'),
+ author='Tryton',
+ author_email='[email protected]',
+ url='http://www.tryton.org/',
+ download_url=download_url,
+ project_urls={
+ "Bug Tracker": 'https://bugs.tryton.org/',
+ "Documentation": (
+ 'https://docs.tryton.org/projects/modules-marketing-campaign'),
+ "Forum": 'https://www.tryton.org/forum',
+ "Source Code": 'https://hg.tryton.org/modules/marketing_campaign',
+ },
+ keywords='tryton marketing campaign sale UTM',
+ package_dir={'trytond.modules.marketing_campaign': '.'},
+ packages=(
+ ['trytond.modules.marketing_campaign']
+ + ['trytond.modules.marketing_campaign.%s' % p
+ for p in find_packages()]
+ ),
+ package_data={
+ 'trytond.modules.marketing_campaign': (info.get('xml', [])
+ + ['tryton.cfg', 'view/*.xml', 'locale/*.po', '*.fodt',
+ 'icons/*.svg', 'tests/*.rst']),
+ },
+ classifiers=[
+ 'Development Status :: 5 - Production/Stable',
+ 'Environment :: Plugins',
+ 'Framework :: Tryton',
+ 'Intended Audience :: Developers',
+ 'Intended Audience :: Financial and Insurance Industry',
+ 'Intended Audience :: Legal Industry',
+ 'License :: OSI Approved :: '
+ 'GNU General Public License v3 or later (GPLv3+)',
+ 'Natural Language :: Bulgarian',
+ 'Natural Language :: Catalan',
+ 'Natural Language :: Chinese (Simplified)',
+ 'Natural Language :: Czech',
+ 'Natural Language :: Dutch',
+ 'Natural Language :: English',
+ 'Natural Language :: Finnish',
+ 'Natural Language :: French',
+ 'Natural Language :: German',
+ 'Natural Language :: Hungarian',
+ 'Natural Language :: Indonesian',
+ 'Natural Language :: Italian',
+ 'Natural Language :: Persian',
+ 'Natural Language :: Polish',
+ 'Natural Language :: Portuguese (Brazilian)',
+ 'Natural Language :: Romanian',
+ 'Natural Language :: Russian',
+ 'Natural Language :: Slovenian',
+ 'Natural Language :: Spanish',
+ 'Natural Language :: Turkish',
+ 'Operating System :: OS Independent',
+ 'Programming Language :: Python :: 3',
+ 'Programming Language :: Python :: 3.7',
+ 'Programming Language :: Python :: 3.8',
+ 'Programming Language :: Python :: 3.9',
+ 'Programming Language :: Python :: 3.10',
+ 'Programming Language :: Python :: Implementation :: CPython',
+ 'Topic :: Office/Business',
+ ],
+ license='GPL-3',
+ python_requires='>=3.7',
+ install_requires=requires,
+ extras_require={
+ 'test': tests_require,
+ },
+ dependency_links=dependency_links,
+ zip_safe=False,
+ entry_points="""
+ [trytond.modules]
+ marketing_campaign = trytond.modules.marketing_campaign
+ """, # noqa: E501
+ )
diff -r 000000000000 -r 773331648a15 tests/__init__.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/tests/__init__.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,2 @@
+# This file is part of Tryton. The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.
diff -r 000000000000 -r 773331648a15 tests/scenario_marketing_campaign_sale.rst
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/tests/scenario_marketing_campaign_sale.rst Sat Oct 01 15:12:38
2022 +0200
@@ -0,0 +1,186 @@
+================================
+Marketing Campaign Sale Scenario
+================================
+
+Imports::
+
+ >>> from decimal import Decimal
+
+ >>> from proteus import Model, Wizard
+
+ >>> from trytond.modules.account.tests.tools import (
+ ... create_fiscalyear, create_chart, get_accounts)
+ >>> from trytond.modules.account_invoice.tests.tools import (
+ ... set_fiscalyear_invoice_sequences)
+ >>> from trytond.modules.company.tests.tools import (
+ ... create_company, get_company)
+ >>> from trytond.tests.tools import activate_modules
+
+Activate modules::
+
+ >>> config = activate_modules(
+ ... ['marketing_campaign', 'sale', 'sale_opportunity'])
+
+ >>> Category = Model.get('product.category')
+ >>> Employee = Model.get('company.employee')
+ >>> Opportunity = Model.get('sale.opportunity')
+ >>> Party = Model.get('party.party')
+ >>> ProductTemplate = Model.get('product.template')
+ >>> ProductUom = Model.get('product.uom')
+ >>> ReportingMain = Model.get('sale.reporting.main')
+ >>> ReportingMarketing = Model.get('sale.reporting.marketing')
+ >>> Sale = Model.get('sale.sale')
+
+Create company::
+
+ >>> _ = create_company()
+ >>> company = get_company()
+
+Create employee::
+
+ >>> employee = Employee(party=Party(name="Employee"))
+ >>> employee.party.save()
+ >>> employee.save()
+
+Create fiscal year::
+
+ >>> fiscalyear = set_fiscalyear_invoice_sequences(
+ ... create_fiscalyear(company))
+ >>> fiscalyear.click('create_period')
+
+Create chart of accounts::
+
+ >>> _ = create_chart(company)
+ >>> accounts = get_accounts(company)
+
+Create party::
+
+ >>> customer = Party(name="Customer")
+ >>> customer.save()
+
+Create account category::
+
+ >>> account_category = Category(name="Account Category")
+ >>> account_category.accounting = True
+ >>> account_category.account_revenue = accounts['revenue']
+ >>> account_category.save()
+
+Create product::
+
+ >>> unit, = ProductUom.find([('name', '=', 'Unit')])
+
+ >>> template = ProductTemplate()
+ >>> template.name = "Product"
+ >>> template.default_uom = unit
+ >>> template.type = 'service'
+ >>> template.salable = True
+ >>> template.list_price = Decimal('10')
+ >>> template.account_category = account_category
+ >>> template.save()
+ >>> product, = template.products
+
+Create an opportunity and convert to sale::
+
+ >>> with config.set_context(
+ ... marketing_campaign='campaign',
+ ... marketing_medium='web',
+ ... ):
+ ... opportunity = Opportunity()
+ >>> opportunity.employee = employee
+ >>> opportunity.party = customer
+ >>> opportunity.address, = customer.addresses
+ >>> opportunity.amount = Decimal(100)
+ >>> line = opportunity.lines.new()
+ >>> line.product = product
+ >>> line.quantity = 10
+ >>> opportunity.save()
+
+ >>> opportunity.marketing_campaign.name
+ 'campaign'
+ >>> opportunity.marketing_medium.name
+ 'web'
+ >>> opportunity.marketing_source
+
+ >>> opportunity.click('opportunity')
+ >>> opportunity.state
+ 'opportunity'
+ >>> opportunity.click('convert')
+ >>> opportunity.state
+ 'converted'
+
+Check and confirm sale::
+
+ >>> sale, = opportunity.sales
+ >>> sale.marketing_campaign.name
+ 'campaign'
+ >>> sale.marketing_medium.name
+ 'web'
+ >>> sale.marketing_source
+ >>> sale.click('quote')
+ >>> sale.click('confirm')
+
+Create a second sale::
+
+ >>> with config.set_context(
+ ... marketing_campaign='campaign',
+ ... marketing_medium='phone',
+ ... ):
+ ... sale = Sale()
+ >>> sale.party = customer
+ >>> line = sale.lines.new()
+ >>> line.product = product
+ >>> line.quantity = 1
+ >>> sale.save()
+
+ >>> sale.marketing_campaign.name
+ 'campaign'
+ >>> sale.marketing_medium.name
+ 'phone'
+ >>> sale.marketing_source
+
+ >>> sale.click('quote')
+ >>> sale.click('confirm')
+
+Check sale reporting::
+
+ >>> report, = ReportingMain.find([])
+ >>> report.revenue == Decimal(110)
+ True
+
+ >>> with config.set_context(marketing_medium=sale.marketing_medium.id):
+ ... report, = ReportingMain.find([])
+ >>> report.revenue == Decimal(10)
+ True
+
+ >>> report, = ReportingMarketing.find([])
+ >>> report.revenue == Decimal(110)
+ True
+ >>> report.marketing_campaign
+ >>> report.marketing_medium
+ >>> report.marketing_source
+
+ >>> with config.set_context(group_by_marketing_medium=True):
+ ... reports = ReportingMarketing.find([])
+ >>> len(reports)
+ 2
+ >>> sorted((r.marketing_medium.name, r.revenue) for r in reports) == (
+ ... [('phone', Decimal(10)), ('web', Decimal(100))])
+ True
+
+ >>> with config.set_context(
+ ... group_by_marketing_campaign=True,
+ ... group_by_marketing_medium=True,
+ ... ):
+ ... reports = ReportingMarketing.find([])
+ >>> len(reports)
+ 2
+ >>> sorted({r.marketing_campaign.name for r in reports})
+ ['campaign']
+ >>> sorted({r.marketing_medium.name for r in reports})
+ ['phone', 'web']
+
+ >>> with config.set_context(
+ ... group_by_marketing_campaign=True,
+ ... group_by_marketing_medium=False,
+ ... ):
+ ... report, = ReportingMarketing.find([])
diff -r 000000000000 -r 773331648a15 tests/test_module.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/tests/test_module.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,12 @@
+# This file is part of Tryton. The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.
+from trytond.tests.test_tryton import ModuleTestCase
+
+
+class MarketingCampaignTestCase(ModuleTestCase):
+ "Test Marketing Campaign module"
+ module = 'marketing_campaign'
+ extras = ['sale', 'sale_opportunity', 'sale_point']
+
+
+del ModuleTestCase
diff -r 000000000000 -r 773331648a15 tests/test_scenario.py
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/tests/test_scenario.py Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,8 @@
+# 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.tests.test_tryton import load_doc_tests
+
+
+def load_tests(*args, **kwargs):
+ return load_doc_tests(__name__, __file__, *args, **kwargs)
diff -r 000000000000 -r 773331648a15 tox.ini
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/tox.ini Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,17 @@
+[tox]
+envlist = {py37,py38,py39,py310}-{sqlite,postgresql}
+
+[testenv]
+extras = test
+commands =
+ coverage run --include=.*/marketing_campaign/* -m unittest discover -s
tests
+ coverage report --include=.*/marketing_campaign/* --omit=*/tests/*
+deps =
+ coverage
+ postgresql: psycopg2 >= 2.7.0
+setenv =
+ sqlite: TRYTOND_DATABASE_URI={env:SQLITE_URI:sqlite://}
+ postgresql: TRYTOND_DATABASE_URI={env:POSTGRESQL_URI:postgresql://}
+ sqlite: DB_NAME={env:SQLITE_NAME::memory:}
+ postgresql: DB_NAME={env:POSTGRESQL_NAME:test}
+install_command = pip install --pre --find-links
https://trydevpi.tryton.org/?local_version={env:CI_JOB_ID:{env:CI_BUILD_NUMBER:}.{env:CI_JOB_NUMBER:}}
{opts} {packages}
diff -r 000000000000 -r 773331648a15 tryton.cfg
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/tryton.cfg Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,15 @@
+[tryton]
+version=6.5.0
+depends:
+ ir
+ marketing
+extras_depend:
+ sale
+ sale_opportunity
+ sale_point
+xml:
+ marketing.xml
+ sale.xml
+ sale_reporting.xml
+ sale_opportunity_reporting.xml
+ message.xml
diff -r 000000000000 -r 773331648a15 view/campaign_mixin_form.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/view/campaign_mixin_form.xml Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,17 @@
+<?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. -->
+<data>
+ <xpath expr="/form/notebook" position="inside">
+ <page string="Marketing Campaign" id="marketing_campaign" col="2">
+ <label name="marketing_campaign" string="Campaign"/>
+ <field name="marketing_campaign"/>
+
+ <label name="marketing_medium" string="Medium"/>
+ <field name="marketing_medium"/>
+
+ <label name="marketing_source" string="Source"/>
+ <field name="marketing_source"/>
+ </page>
+ </xpath>
+</data>
diff -r 000000000000 -r 773331648a15 view/parameter_form.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/view/parameter_form.xml Sat Oct 01 15:12:38 2022 +0200
@@ -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="name"/>
+ <field name="name"/>
+ <label name="active"/>
+ <field name="active"/>
+</form>
diff -r 000000000000 -r 773331648a15 view/parameter_list.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/view/parameter_list.xml Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,6 @@
+<?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="rec_name" expand="1"/>
+</tree>
diff -r 000000000000 -r 773331648a15
view/sale_opportunity_reporting_context_form.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/view/sale_opportunity_reporting_context_form.xml Sat Oct 01 15:12:38
2022 +0200
@@ -0,0 +1,15 @@
+<?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. -->
+<data>
+ <xpath expr="/form" position="inside">
+ <group string="Marketing Campaign" id="marketing_campaign"
expandable="0" col="-1" colspan="6">
+ <label name="marketing_campaign"/>
+ <field name="marketing_campaign"/>
+ <label name="marketing_medium"/>
+ <field name="marketing_medium"/>
+ <label name="marketing_source"/>
+ <field name="marketing_source"/>
+ </group>
+ </xpath>
+</data>
diff -r 000000000000 -r 773331648a15
view/sale_opportunity_reporting_marketing_context_form.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/view/sale_opportunity_reporting_marketing_context_form.xml Sat Oct
01 15:12:38 2022 +0200
@@ -0,0 +1,25 @@
+<?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="from_date"/>
+ <group id="dates" col="-1">
+ <field name="from_date"/>
+ <label name="to_date"/>
+ <field name="to_date"/>
+ </group>
+ <label name="period"/>
+ <field name="period"/>
+ <label name="company"/>
+ <field name="company"/>
+
+ <label string="Group by:" id="group_by"/>
+ <group colspan="3" col="-1" id="group_by">
+ <label name="group_by_marketing_campaign"/>
+ <field name="group_by_marketing_campaign" xexpand="0" width="25"/>
+ <label name="group_by_marketing_medium"/>
+ <field name="group_by_marketing_medium" xexpand="0" width="25"/>
+ <label name="group_by_marketing_source"/>
+ <field name="group_by_marketing_source" xexpand="0" width="25"/>
+ </group>
+</form>
diff -r 000000000000 -r 773331648a15
view/sale_opportunity_reporting_marketing_list.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/view/sale_opportunity_reporting_marketing_list.xml Sat Oct 01
15:12:38 2022 +0200
@@ -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. -->
+<data>
+ <xpath expr="//field[@name='number']" position="before">
+ <field name="marketing_campaign" expand="1"/>
+ <field name="marketing_medium" expand="1"/>
+ <field name="marketing_source" expand="1"/>
+ </xpath>
+ <xpath expr="//field[contains(@name, 'trend')]" position="replace"></xpath>
+</data>
diff -r 000000000000 -r 773331648a15 view/sale_reporting_context_form.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/view/sale_reporting_context_form.xml Sat Oct 01 15:12:38 2022 +0200
@@ -0,0 +1,15 @@
+<?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. -->
+<data>
+ <xpath expr="/form" position="inside">
+ <group string="Marketing Campaign" id="marketing_campaign"
expandable="0" col="-1" colspan="6">
+ <label name="marketing_campaign"/>
+ <field name="marketing_campaign"/>
+ <label name="marketing_medium"/>
+ <field name="marketing_medium"/>
+ <label name="marketing_source"/>
+ <field name="marketing_source"/>
+ </group>
+ </xpath>
+</data>
diff -r 000000000000 -r 773331648a15
view/sale_reporting_marketing_context_form.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/view/sale_reporting_marketing_context_form.xml Sat Oct 01 15:12:38
2022 +0200
@@ -0,0 +1,27 @@
+<?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="from_date"/>
+ <group id="dates" col="-1">
+ <field name="from_date"/>
+ <label name="to_date"/>
+ <field name="to_date"/>
+ </group>
+ <label name="period"/>
+ <field name="period"/>
+ <label name="company"/>
+ <field name="company"/>
+ <label name="warehouse"/>
+ <field name="warehouse"/>
+
+ <label string="Group by:" id="group_by"/>
+ <group colspan="3" col="-1" id="group_by">
+ <label name="group_by_marketing_campaign"/>
+ <field name="group_by_marketing_campaign" xexpand="0" width="25"/>
+ <label name="group_by_marketing_medium"/>
+ <field name="group_by_marketing_medium" xexpand="0" width="25"/>
+ <label name="group_by_marketing_source"/>
+ <field name="group_by_marketing_source" xexpand="0" width="25"/>
+ </group>
+</form>
diff -r 000000000000 -r 773331648a15 view/sale_reporting_marketing_list.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/view/sale_reporting_marketing_list.xml Sat Oct 01 15:12:38 2022 +0200
@@ -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. -->
+<data>
+ <xpath expr="//field[@name='number']" position="before">
+ <field name="marketing_campaign" expand="1"/>
+ <field name="marketing_medium" expand="1"/>
+ <field name="marketing_source" expand="1"/>
+ </xpath>
+ <xpath expr="//field[@name='revenue_trend']" position="replace"></xpath>
+</data>
