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Introduction

The PTE (Proyectos de Trabajo Especial) module is a core component of SASCOP BME SubTec that manages special work projects from initial request through completion. PTEs represent work orders that go through a defined workflow with multiple status stages and detailed step tracking.
PTEs serve as the foundation for creating OTEs (Órdenes de Trabajo Especial) once all workflow steps are completed.

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Core Components

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PTEHeader Model

The PTEHeader model represents the main PTE record and contains essential project information: 
class PTEHeader(models.Model):
    ESTATUS_CHOICES = [
        (1, 'Activo'),
        (2, 'En Proceso'),
        (3, 'Terminado'),
        (4, 'Cancelado'),
    ]
    
    id_tipo = models.ForeignKey(Tipo, on_delete=models.CASCADE, limit_choices_to={'nivel_afectacion': 1})
    oficio_pte = models.CharField(max_length=100)
    oficio_solicitud = models.CharField(max_length=100)
    descripcion_trabajo = models.TextField()
    fecha_solicitud = models.DateField(blank=True, null=True)
    fecha_entrega = models.DateField(blank=True, null=True)
    plazo_dias = models.FloatField()
    id_orden_trabajo = models.CharField(max_length=100, blank=True, null=True)
    id_responsable_proyecto = models.ForeignKey(ResponsableProyecto, on_delete=models.CASCADE, blank=True, null=True)
    total_homologado = models.DecimalField(max_digits=15, decimal_places=2, default=0)
    estatus = models.IntegerField(choices=ESTATUS_CHOICES, default=1)
    prioridad = models.IntegerField(blank=True, null=True)
    id_cliente = models.ForeignKey(Cliente, on_delete=models.CASCADE, blank=True, null=True)
    comentario = models.TextField(blank=True, null=True)
The estatus field uses integer choices to track the PTE lifecycle, while fecha_entrega is automatically set when the status changes to “Terminado” (3).

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PTEDetalle Model

Each PTE contains multiple detail records tracking individual workflow steps: 
class PTEDetalle(models.Model):
    id_pte_header = models.ForeignKey(PTEHeader, on_delete=models.CASCADE, related_name='detalles')
    estatus_paso = models.ForeignKey(Estatus, on_delete=models.CASCADE, limit_choices_to={'nivel_afectacion': 4})
    id_paso = models.ForeignKey(Paso, on_delete=models.CASCADE)
    fecha_entrega = models.DateField(null=True, blank=True)
    fecha_inicio = models.DateField(null=True, blank=True)
    fecha_termino = models.DateField(null=True, blank=True)
    comentario = models.TextField(blank=True, null=True)
    archivo = models.TextField(blank=True, null=True)

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Paso Model

Workflow steps are defined in the Paso model with ordering and type classification: 
class Paso(models.Model):
    descripcion = models.CharField(max_length=200)
    orden = models.CharField(blank=True, null=True, max_length=10)
    activo = models.BooleanField(default=True)
    importancia = models.FloatField(default=0)
    tipo = models.IntegerField(blank=True, null=True, default=1)
    comentario = models.TextField(blank=True, null=True)
    id_tipo_cliente = models.ForeignKey(Tipo, on_delete=models.CASCADE, null=True, blank=True)

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Key Features

Status Tracking

Track PTEs through four distinct statuses: Activo, En Proceso, Terminado, and Cancelado

Step Management

Manage detailed workflow steps with individual status tracking and progress calculation

Client-Based Workflows

Automatically assign workflow steps based on client type for customized processes

OT Generation

Convert completed PTEs into OTs (Órdenes de Trabajo) with automated data transfer

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Status Flow

1

Activo

PTE has been created and is ready to begin
2

En Proceso

Work is actively being performed on the PTE
3

Terminado

All steps completed, PTE is ready for OT generation
4

Cancelado

PTE has been cancelled and will not proceed

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URL Endpoints

The PTE module provides the following key endpoints:
EndpointView FunctionPurpose
/pte/lista_pteList all PTEs
/pte/<id>/detalle_pteView PTE details
/pte/crear/crear_pteCreate new PTE
/pte/editar/editar_pteEdit existing PTE
/pte/eliminar/eliminar_pteLogical deletion
/pte/datatable/datatable_ptesDataTables JSON
/pte/cambiar_estatus_pte/cambiar_estatus_pteUpdate PTE status
/pte/cambiar_estatus_paso/cambiar_estatus_pasoUpdate step status
The eliminar_pte function performs a logical deletion by setting estatus=0, not a physical database deletion. This preserves historical data.

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Progress Calculation

PTE progress is calculated based on completed steps: 
detalles = PTEDetalle.objects.filter(id_pte_header_id=pte_id)
total_pasos = detalles.count()
pasos_completados = detalles.filter(estatus_paso__in=[3, 14]).count()

progreso = 0
if total_pasos > 0:
    progreso = (pasos_completados / total_pasos) * 100
Steps with status 3 (Completado) or 14 (No Aplica) are both counted as completed for progress calculation.

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Next Steps

Creating PTEs

Learn how to create and configure new PTEs

Workflow Steps

Understand the detailed workflow step management

Status Tracking

Master PTE and step status tracking

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