__init__.py

@@ -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

@@ -67,12 +67,18 @@ class PendingTask(ModelSQL, ModelView):
         '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'
+                'invisible': Eval('state') == 'done',
+                'depends': ['state'],
                 }
             })
 
@@ -86,3 +92,12 @@ class PendingTask(ModelSQL, ModelView):
     @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')

locale/es.po

@@ -246,6 +246,10 @@ 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?"

prospect.py

@@ -54,7 +54,7 @@ class Prospect(ModelSQL, ModelView, DeactivableMixin):
     @fields.depends('prospect_trace', 'contact_methods')
     def on_change_contact_methods(self):
         for contact in self.contact_methods:
-            contact.prospect_trace = self.prospect_trace
+            contact.update_collaborators(changed_from='prospect')
 
     @fields.depends('city', 'department')
     def on_change_city(self):
@@ -80,10 +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_trace.py

@@ -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',
@@ -52,7 +55,7 @@ class ProspectTrace(ModelSQL, ModelView):
     @fields.depends('prospect_contacts', 'prospect')
     def on_change_prospect_contacts(self):
         for contact in self.prospect_contacts:
-            contact.prospect = self.prospect
+            contact.update_collaborators(changed_from='prospect_trace')
 
     @classmethod
     def __setup__(cls):
@@ -263,6 +266,7 @@ class MakeCall(Wizard):
         task = Task()
         task.description = description
         task.prospect_trace = prospect_trace
+        task.contacts = prospect_trace.prospect_contacts
         task.save()
 
     @classmethod

tests/scenario_sale_opportunity_management.rst

@@ -287,16 +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
-    proteus.Model.get('sale.pending_task')(1)
+    >>> task1, = Task.find([('description', '=', 'I have to send a mail to prospect offering him this services...')])
 
-    >>> task.state
+    >>> task1
+    proteus.Model.get('sale.pending_task')(1)
+    >>> task1.state
     'pending'
 
-    >>> task.click('close_task') 
-    >>> task.state
+    >>> 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])
@@ -347,7 +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
@@ -364,7 +389,7 @@ 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()

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

@@ -4,5 +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>