feat: Se agrega traducción

Se replica error en las pruebas y se soluciona con un on_change

__init__.py

@@ -14,8 +14,8 @@ def register():
     Pool.register(
         user.User,
         pending_call.PendingCall,
-        pending_call.PendingTask,
         call.Call,
+        call.PendingTask,
         department.Department,
         city.City,
         prospect.ContactMethod,
@@ -28,6 +28,7 @@ def register():
         prospect_trace.MakeCallAskTask,
         prospect.ReassignProspectByOperatorStart,
         prospect.ReassignProspectByProspectStart,
+        call.PendingTask_ContactMethod,
         module='sale_opportunity_management', type_='model')
     Pool.register(
         prospect_trace.ScheduleCall,

call.py

@@ -1,7 +1,6 @@
 from trytond.model import ModelSQL, ModelView, fields
+from trytond.pyson import Eval
 from datetime import date
-
-
 from .selections.interest import Interest
 from .selections.call_types import CallTypes
 from .selections.call_results import CallResults
@@ -47,3 +46,58 @@ class Call(ModelSQL, ModelView):
     @classmethod
     def default_date(cls):
         return date.today()
+
+
+class PendingTask(ModelSQL, ModelView):
+    'Tarea a realizar a un seguimiento de prospecto'
+    __name__ = "sale.pending_task"
+
+    description = fields.Text(
+        'Description', required=True,
+        states={
+            'readonly': Eval('state') == 'done'
+        })
+
+    state = fields.Selection(
+        [('pending', 'Pending'),
+        ('done', 'Done')],
+        'State')
+
+    prospect_trace = fields.Many2One(
+        'sale.prospect_trace', 'Prospect trace',
+        required=True, readonly=True)
+
+    contacts = fields.Many2Many(
+        'sale.pendingtask_contactmethod',
+        'pending_task_id', 'contact_method_id',
+        'Contact Methods')
+
+    @classmethod
+    def __setup__(cls):
+        super(PendingTask, cls).__setup__()
+        cls._buttons.update({
+            'close_task': {
+                'invisible': Eval('state') == 'done',
+                'depends': ['state'],
+                }
+            })
+
+    @classmethod
+    @ModelView.button
+    def close_task(cls, tasks):
+        for task in tasks:
+            task.state = 'done'
+            task.save()
+
+    @classmethod
+    def default_state(cls):
+        return 'pending'
+
+
+class PendingTask_ContactMethod(ModelSQL):
+    'Relacion muchos a muchos entre tareas pendientes y mecanismos de contacto'
+    __name__ = "sale.pendingtask_contactmethod"
+
+    pending_task_id = fields.Many2One('sale.pending_task', 'Pending task id')
+    contact_method_id = fields.Many2One(
+        'prospect.contact_method', 'Contact method id')

call.xml

@@ -99,11 +99,37 @@ this repository contains the full copyright notices and license terms. -->
         <field name="view" ref="pending_task_view_form"/>
         <field name="act_window" ref="act_pending_task_tree"/>
     </record>
+    <record model="ir.action.act_window.domain" id="act_task_domain_pending">
+        <field name="name">Pending</field>
+        <field name="sequence" eval="10"/>
+        <field name="domain" eval="[('state', '=', 'pending')]" pyson="1"/>
+        <field name="count" eval="True"/>
+        <field name="act_window" ref="act_pending_task_tree"/>
+    </record>
+    <record model="ir.action.act_window.domain" id="act_task_domain_done">
+        <field name="name">Done</field>
+        <field name="sequence" eval="20"/>
+        <field name="domain" eval="[('state', '=', 'done')]" pyson="1"/>
+        <field name="count" eval="True"/>
+        <field name="act_window" ref="act_pending_task_tree"/>
+    </record>
+    <record model="ir.action.act_window.domain" id="act_task_domain_all">
+        <field name="name">All</field>
+        <field name="sequence" eval="9999"/>
+        <field name="domain"/>
+        <field name="count" eval="True"/>
+        <field name="act_window" ref="act_pending_task_tree"/>
+    </record>
     <menuitem
         parent="menu_calls"
         sequence="60"
         id="menu_pending_tasks"
         action="act_pending_task_tree"
         icon="tryton-graph"/>
+    <record model="ir.model.button" id="close_task_button">
+        <field name="name">close_task</field>
+        <field name="string">Close task</field>
+        <field name="model" search="[('model', '=', 'sale.pending_task')]"/>
+    </record>
     </data>
 </tryton>

locale/es.po

@@ -2,10 +2,6 @@
 msgid ""
 msgstr "Content-Type: text/plain; charset=utf-8\n"
 
-msgctxt "field:res.user,user_admin:"
-msgid "Is Admin"
-msgstr "Es Administrador"
-
 msgctxt "model:res.group,name:group_prospect"
 msgid "Prospects"
 msgstr "Prospectos"
@@ -30,6 +26,10 @@ msgctxt "model:res.group,name:group_prospect_trace_admin"
 msgid "Traces Administrator"
 msgstr "Administración de Seguimientos"
 
+msgctxt "field:res.user,user_admin:"
+msgid "Is Admin"
+msgstr "Es Administrador"
+
 msgctxt "field:sale.prospect_trace,prospect:"
 msgid "Prospect"
 msgstr "Prospecto"
@@ -76,7 +76,11 @@ msgstr "Unidad de negocio"
 
 msgctxt "view:sale.prospect:"
 msgid "Contact methods"
-msgstr "Metodos de contacto"
+msgstr "Métodos de contacto"
+
+msgctxt "view:sale.prospect:"
+msgid "About prospect"
+msgstr "Tipificación del prospecto"
 
 msgctxt "field:sale.prospect,contact_methods:"
 msgid "Contact methods"
@@ -102,6 +106,14 @@ msgctxt "field:sale.prospect,prospect_trace:"
 msgid "Prospect trace"
 msgstr "Seguimiento de prospecto"
 
+msgctxt "field:sale.prospect,rating:"
+msgid "Rating (1-5)"
+msgstr "Calificación (1-5)"
+
+msgctxt "field:sale.prospect,comments:"
+msgid "Comments"
+msgstr "Comentarios"
+
 msgctxt "field:sale.call,date:"
 msgid "Date"
 msgstr "Fecha"
@@ -226,6 +238,25 @@ msgctxt "field:sale.prospect_trace.make_call.ask,datetime:"
 msgid "Date time"
 msgstr "Fecha y hora"
 
+msgctxt "field:sale.pending_task,description:"
+msgid "Description"
+msgstr "Descripción"
+
+msgctxt "field:sale.pending_task,prospect_trace:"
+msgid "Prospect trace"
+msgstr "Seguimiento de prospecto"
+
+msgctxt "field:sale.pending_task,contacts:"
+msgid "Contact Methods"
+msgstr "Métodos de Contacto"
+
+msgctxt "field:sale.prospect_trace.make_call.start,schedule_task:"
+msgid "Schedule task?"
+msgstr "¿Agendar tarea?"
+
+msgctxt "field:sale.prospect_trace.make_call.ask_task,task_description:"
+msgid "Task description"
+msgstr "Descripción de la tarea"
 
 msgctxt "selection:sale.prospect,business_unit:"
 msgid "Brigade"
@@ -259,6 +290,10 @@ msgctxt "selection:prospect.contact_method,contact_type:"
 msgid "Mail"
 msgstr "Correo electrónico"
 
+msgctxt "selection:sale.prospect,rating:"
+msgid "None"
+msgstr "Sin calificación"
+
 msgctxt "selection:sale.prospect.assign.start,business_unit:"
 msgid "Brigade"
 msgstr "Brigada"
@@ -387,6 +422,11 @@ msgctxt "selection:sale.call,call_business_unit:"
 msgid "Equipment"
 msgstr "Equipos"
 
+msgctxt "selection:sale.prospect_trace.make_call.start,schedule_task:"
+msgid "Yes"
+msgstr "Si"
+
+
 msgctxt "model:ir.ui.menu,name:menu_calls"
 msgid "Calls"
 msgstr "Llamadas"
@@ -419,6 +459,10 @@ msgctxt "model:ir.ui.menu,name:menu_reassign_by_prospect_wizard"
 msgid "Reassign by prospect"
 msgstr "Reasignar por prospecto"
 
+msgctxt "model:ir.ui.menu,name:menu_pending_tasks"
+msgid "Pending tasks"
+msgstr "Tareas pendientes"
+
 
 msgctxt "model:ir.model.button,string:schedule_call_wizard_button"
 msgid "Schedule call"
@@ -436,6 +480,10 @@ msgctxt "model:ir.model.button,string:reopen_trace_button"
 msgid "Reopen trace"
 msgstr "Reabrir seguimiento"
 
+msgctxt "model:ir.model.button,string:close_task_button"
+msgid "Close task"
+msgstr "Cerrar tarea"
+
 
 msgctxt "wizard_button:sale.prospect_trace.make_call,start,end:"
 msgid "Cancel"
@@ -451,7 +499,7 @@ msgstr "Cancelar"
 
 msgctxt "wizard_button:sale.prospect_trace.make_call,ask,schedule_call:"
 msgid "Schedule call"
-msgstr "Agendar"
+msgstr "Agendar llamada"
 
 msgctxt "wizard_button:sale.prospect_trace.schedule,start,end:"
 msgid "Cancel"
@@ -459,7 +507,15 @@ msgstr "Cancelar"
 
 msgctxt "wizard_button:sale.prospect_trace.schedule,start,schedule:"
 msgid "Schedule"
-msgstr "Agendar"
+msgstr "Agendar llamada"
+
+msgctxt "wizard_button:sale.prospect_trace.make_call,ask_task,end:"
+msgid "Cancel"
+msgstr "Cancelar"
+
+msgctxt "wizard_button:sale.prospect_trace.make_call,ask_task,schedule_task:"
+msgid "Schedule task"
+msgstr "Agendar tarea"
 
 msgctxt "wizard_button:sale.prospect.assign,start,end:"
 msgid "Cancel"
@@ -513,6 +569,19 @@ msgctxt "model:ir.action.act_window.domain,name:act_prospect_domain_assigned"
 msgid "Assigned"
 msgstr "Asignado"
 
+msgctxt "model:ir.action.act_window.domain,name:act_task_domain_pending"
+msgid "Pending"
+msgstr "Pendiente"
+
+msgctxt "model:ir.action.act_window.domain,name:act_task_domain_done"
+msgid "Done"
+msgstr "Completado"
+
+msgctxt "model:ir.action.act_window.domain,name:act_task_domain_all"
+msgid "All"
+msgstr "Todo"
+
+
 msgctxt "model:ir.action,name:schedule_call_wizard"
 msgid "Schedule call"
 msgstr "Agendar llamada"

pending_call.py

@@ -12,18 +12,3 @@ class PendingCall(ModelSQL, ModelView):
     def get_rec_name(self, name):
         if self.date:
             return str(self.date)
-
-
-class PendingTask(ModelSQL, ModelView):
-    'Tarea pendiente a un seguimiento de prospecto'
-    __name__ = "sale.pending_task"
-
-    description = fields.Text('Description', required=True)
-    done = fields.Boolean('Done')
-    prospect_trace = fields.Many2One(
-        'sale.prospect_trace', 'Prospect trace',
-        required=True, readonly=True)
-
-    @classmethod
-    def default_done(cls):
-        return False

prospect.py

@@ -1,12 +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.wizard import Wizard, StateView, Button, StateTransition
-from trytond.model import ModelSQL, ModelView, fields
+from trytond.model import ModelSQL, ModelView, fields, DeactivableMixin
 from trytond.pyson import Eval, If
 from trytond.pool import Pool
 
 
-class Prospect(ModelSQL, ModelView):
+class Prospect(ModelSQL, ModelView, DeactivableMixin):
     'Prospecto'
     __name__ = 'sale.prospect'
     _rec_name = 'name'
@@ -38,10 +38,24 @@ class Prospect(ModelSQL, ModelView):
 
     prospect_trace = fields.Many2One('sale.prospect_trace', 'Prospect trace')
 
+    rating = fields.Selection(
+        [(None, None),
+         ('1', '1'),
+         ('2', '2'),
+         ('3', '3'),
+         ('4', '4'),
+         ('5', '5')], 'Rating (1-5)')
+    comments = fields.Text('Comments')
+
     @classmethod
     def default_state(cls):
         return 'unassigned'
 
+    @fields.depends('prospect_trace', 'contact_methods')
+    def on_change_contact_methods(self):
+        for contact in self.contact_methods:
+            contact.update_collaborators(changed_from='prospect')
+
     @fields.depends('city', 'department')
     def on_change_city(self):
         if self.city:
@@ -66,10 +80,24 @@ class ContactMethod(ModelSQL, ModelView):
     prospect_trace = fields.Many2One(
         'sale.prospect_trace', 'Prospect Trace', required=False)
 
+    tasks = fields.Many2Many(
+        'sale.pendingtask_contactmethod',
+        'contact_method_id', 'pending_task_id',
+        'Tasks')
+
     @classmethod
     def default_contact_type(cls):
         return 'mobile'
 
+    def update_collaborators(self, changed_from):
+        if (changed_from == 'prospect'):
+            self.prospect_trace = self.prospect.prospect_trace
+            if (self.prospect_trace):
+                self.tasks = self.prospect.prospect_trace.tasks
+        if (changed_from == 'prospect_trace'):
+            self.prospect = self.prospect_trace.prospect
+            self.tasks = self.prospect_trace.tasks
+
     def get_rec_name(self, name):
         fields = [self.name, self.job, self.value]
         contact_rec_name = ''

prospect.xml

@@ -21,6 +21,9 @@ this repository contains the full copyright notices and license terms. -->
 
         <record model="ir.action.act_window" id="act_prospect_tree">
             <field name="name">Prospects</field> 
+            <field name="domain"
+                   eval="[If(Eval('context', {}).get('user_admin', None), (), ('assigned_operator', '=', Eval('_user')))]"
+                   pyson="1"/>
             <field name="res_model">sale.prospect</field> 
         </record>
         <record model="ir.ui.view" id="prospect_view_tree">

prospect_trace.py

@@ -24,8 +24,8 @@ class ProspectTrace(ModelSQL, ModelView):
         'Business unit', states=_states
     )
     prospect_contacts = fields.One2Many(
-        'prospect.contact_method', 'prospect_trace', 'Prospect contacts',
-        states=_states)
+        'prospect.contact_method', 'prospect_trace',
+        'Prospect contacts', required=True)
     prospect_city = fields.Many2One('sale.city', 'City',
                                     states=_states)
 
@@ -36,6 +36,9 @@ class ProspectTrace(ModelSQL, ModelView):
         'sale.call', 'prospect_trace', 'Calls', states=_states)
     pending_call = fields.Many2One(
         'sale.pending_call', 'Pending call', states=_states)
+    tasks = fields.One2Many(
+        'sale.pending_task', 'prospect_trace',
+        'Pending Tasks', states=_states)
 
     current_interest = fields.Selection(
         Interest.get_interest_levels(), 'Current interest',
@@ -49,6 +52,11 @@ class ProspectTrace(ModelSQL, ModelView):
             ], 'State',
             states=_states)
 
+    @fields.depends('prospect_contacts', 'prospect')
+    def on_change_prospect_contacts(self):
+        for contact in self.prospect_contacts:
+            contact.update_collaborators(changed_from='prospect_trace')
+
     @classmethod
     def __setup__(cls):
         super(ProspectTrace, cls).__setup__()
@@ -258,6 +266,7 @@ class MakeCall(Wizard):
         task = Task()
         task.description = description
         task.prospect_trace = prospect_trace
+        task.contacts = prospect_trace.prospect_contacts
         task.save()
 
     @classmethod

prospect_trace.xml

@@ -31,7 +31,7 @@ this repository contains the full copyright notices and license terms. -->
         </record>
         <record model="ir.action.act_window" id="act_prospect_trace_tree">
             <field name="name">Prospect Traces</field>
-	    <field name="domain"
+	        <field name="domain"
                    eval="[If(Eval('context', {}).get('user_admin', None), (), ('prospect_assigned_operator', '=', Eval('_user')))]"
                    pyson="1"/>
             <field name="res_model">sale.prospect_trace</field> 

tests/scenario_sale_opportunity_management.rst

@@ -95,6 +95,10 @@ Crear tercer prospecto::
     >>> prospect3.business_unit = 'optics'
     >>> prospect3.save()
 
+Asignar tipificación a un prospecto
+    >>> prospect3.rating = '1'
+    >>> prospect3.comments = 'Calificación al cliente' 
+
 ------------------------------------
 Asignación de prospectos a operarios
 ------------------------------------
@@ -192,6 +196,11 @@ Verificar creación de seguimiento de prospecto::
     >>> prospect_trace.prospect_contacts
     [proteus.Model.get('prospect.contact_method')(1), proteus.Model.get('prospect.contact_method')(2), proteus.Model.get('prospect.contact_method')(3)]
 
+Agregar un método de contacto desde el seguimiento de prospecto::
+    >>> contact_method_ = prospect_trace.prospect_contacts.new(value='31231231212', name='Carlos', job='Supervisor')
+    >>> contact_method_.prospect
+    proteus.Model.get('sale.prospect')(1)
+
 
 Crear llamadas a un seguimiento de prospecto::
     >>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
@@ -265,7 +274,7 @@ Crear una llamada agendada previamente::
     >>> prospect_trace.state
     'open'
 
-Hacer llamada y programar tarea
+Hacer llamada y programar tarea::
     >>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
     >>> make_call.form.description = 'Prospect told me to send him an email'
     >>> make_call.form.interest = '3'
@@ -278,9 +287,42 @@ Hacer llamada y programar tarea
     >>> make_call.execute('schedule_task')
 
     >>> Task = Model.get('sale.pending_task')
-    >>> task, = Task.find([('description', '=', 'I have to send a mail to prospect offering him this services...')])
-    >>> task
+    >>> task1, = Task.find([('description', '=', 'I have to send a mail to prospect offering him this services...')])
+
+    >>> task1
     proteus.Model.get('sale.pending_task')(1)
+    >>> task1.state
+    'pending'
+
+    >>> task1.click('close_task')
+ 
+    >>> task1.state
+    'done'
+    >>> task1.contacts[0].value
+    '12345678910'
+
+Programar segunda tarea al mismo seguimiento::
+    >>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
+    >>> make_call.form.description = 'Prospect told me to send him an SMS'
+    >>> make_call.form.interest = '3'
+    >>> make_call.form.schedule_call = 'no'
+    >>> make_call.form.schedule_task = 'yes'
+    >>> make_call.execute('make_call')
+    >>> make_call.form.task_description = 'I have to send a SMS to prospect offering him this services...'
+    >>> make_call.execute('schedule_task')
+
+    >>> task1.save()
+    >>> Task = Model.get('sale.pending_task')
+    >>> task2, = Task.find([('description', '=', 'I have to send a SMS to prospect offering him this services...')])
+    >>> task2
+    proteus.Model.get('sale.pending_task')(2)
+
+    >>> task2.state
+    'pending'
+    >>> task2.contacts[0].value 
+    '12345678910'
+    >>> task1.contacts[0].value
+    '12345678910'
 
 Hacer llamada y cerrar venta (Seguimiento de prospecto)::
     >>> make_call = Wizard('sale.prospect_trace.make_call', [prospect_trace])
@@ -331,7 +373,6 @@ Reasignar prospectos por prospecto::
     >>> reassign_by_prospect.form.prospect = prospect1
     >>> reassign_by_prospect.form.new_operator = user
     >>> reassign_by_prospect.execute('reassign_by_prospect')
-    
 
     >>> prospect1.reload()
     >>> prospect1.assigned_operator.name
@@ -348,9 +389,15 @@ Crear un usuario de rol administrador::
     >>> admin.save()
     >>> admin.user_admin == True
     True
-    
-  
 
+Agregar un nuevo método de contacto desde prospecto
+    >>> contact_method = prospect1.contact_methods.new(value='0000000000', name='Nuevo', job='Puesto increíble') 
+    >>> prospect1.save()
+
+    >>> prospect1.contact_methods[-1].value
+    '0000000000'
+    >>> prospect_trace.prospect_contacts[-1].value
+    '0000000000'
 
 --------
 Reportes

view/pending_task_form.xml

@@ -8,5 +8,8 @@ this repository contains the full copyright notices and license terms. -->
         <newline/>
         <label name="description"/>
         <field name="description"/>
+        <newline/>
+        <label name="contacts"/>
+        <field name="contacts"/>
     </group>
 </form>

view/pending_task_tree.xml

@@ -4,4 +4,6 @@ this repository contains the full copyright notices and license terms. -->
 <tree>
     <field name="prospect_trace" expand="1"/>
     <field name="description" expand="1"/>
+    <field name="contacts" expand="1"/>
+    <button name="close_task"/>
 </tree>

view/prospect_form.xml

@@ -22,13 +22,24 @@ this repository contains the full copyright notices and license terms. -->
         <page string="Contact methods" id="contact_methods">
             <field name="contact_methods" colspan="2"/>
         </page>
+        <page string="About prospect" id="contact_methods">
+            <label name="rating"/>
+            <field name="rating"/>
+            <newline/>
+            <label name="comments"/>
+            <field name="comments"/>
+        </page>
     </notebook>
     <newline/>
 
-    <group col="4" id="stated">
-	<label name="assigned_operator"/>
-	<field name="assigned_operator"/>
-	<label name="state"/>
-	<field name="state"/>
+    <group col="6" colspan="5" id="footer" yalign="0">
+        <label name="assigned_operator"/>
+        <field name="assigned_operator"/>
+        <label name="state"/>
+        <field name="state"/>
+        <group col="-1" colspan="1" id="checkboxes">
+            <label name="active"/>
+            <field name="active" xexpand="0" width="25"/>
+        </group>
     </group>
 </form>

view/prospect_tree.xml

@@ -7,4 +7,5 @@ this repository contains the full copyright notices and license terms. -->
     <field name="department" expand="1"/>
     <field name="city" expand="1"/>
     <field name="assigned_operator" expand="1"/>
+    <field name="rating" expand="1"/>
 </tree>