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[ADD] sale_timesheet_timeline: Dates planning in sales order lines
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This module allows to plan in advance the start/end dates and assignees for the sales
order lines that are services, and they are transferred to the created task (if any)
when confirming the order.

It includes a timeline view for pre-viewing and managing the planning.

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pedrobaeza committed Aug 20, 2024
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94 changes: 94 additions & 0 deletions sale_timesheet_timeline/README.rst
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===================================
Dates planning in sales order lines
===================================

..
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!! This file is generated by oca-gen-addon-readme !!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Ftimesheet-lightgray.png?logo=github
:target: https://github.com/OCA/timesheet/tree/16.0/sale_timesheet_timeline
:alt: OCA/timesheet
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:alt: Translate me on Weblate
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|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to plan in advance the start/end dates and assignees for the sales
order lines that are services, and they are transferred to the created task (if any)
when confirming the order.

It includes a timeline view for pre-viewing and managing the planning.

**Table of contents**

.. contents::
:local:

Usage
=====

#. Go to Sales > Orders > Quotations
#. Create a new record.
#. Add a line with a product of type "Service".
#. A new smart-button "Planning" will appear.
#. On optional fields, you will find 3 fields for setting manually the planning data:
"Task Start", "Task End" and "Task Assignees".
#. You can also click on the "Planning" button and plan the dates visually in the
timeline view.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/timesheet/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/timesheet/issues/new?body=module:%20sale_timesheet_timeline%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`_:

* Pedro M. Baeza

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/timesheet <https://github.com/OCA/timesheet/tree/16.0/sale_timesheet_timeline>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions sale_timesheet_timeline/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from . import models
15 changes: 15 additions & 0 deletions sale_timesheet_timeline/__manifest__.py
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# Copyright 2024 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

{
"name": "Dates planning in sales order lines",
"version": "16.0.1.0.0",
"category": "Services/Project",
"website": "https://github.com/OCA/timesheet",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"installable": True,
"application": False,
"depends": ["sale_timesheet", "project_timeline"],
"data": ["views/sale_order_views.xml"],
}
61 changes: 61 additions & 0 deletions sale_timesheet_timeline/i18n/es.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_timesheet_timeline
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-08-20 19:48+0000\n"
"PO-Revision-Date: 2024-08-20 19:48+0000\n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: sale_timesheet_timeline
#: model_terms:ir.ui.view,arch_db:sale_timesheet_timeline.view_order_form
msgid "<span class=\"o_stat_text\">Planning</span>"
msgstr "<span class=\"o_stat_text\">Planificación</span>"

#. module: sale_timesheet_timeline
#: model:ir.model.fields,field_description:sale_timesheet_timeline.field_sale_order__any_service_line
msgid "Any Service Line"
msgstr "Cualquier línea de servicio"

#. module: sale_timesheet_timeline
#: model:ir.model,name:sale_timesheet_timeline.model_sale_order
msgid "Sales Order"
msgstr "Pedido de venta"

#. module: sale_timesheet_timeline
#: model:ir.model,name:sale_timesheet_timeline.model_sale_order_line
msgid "Sales Order Line"
msgstr "Línea de pedido de venta"

#. module: sale_timesheet_timeline
#: model:ir.actions.act_window,name:sale_timesheet_timeline.action_sale_order_line_timeline
msgid "Sales Tasks Planning"
msgstr "Planificación de tareas de ventas"

#. module: sale_timesheet_timeline
#: model:ir.model.fields,field_description:sale_timesheet_timeline.field_sale_order_line__task_user_ids
msgid "Task Assignees"
msgstr "Asignados a la tarea"

#. module: sale_timesheet_timeline
#: model:ir.model.fields,field_description:sale_timesheet_timeline.field_sale_order_line__task_date_end
msgid "Task End"
msgstr "Fin de tarea"

#. module: sale_timesheet_timeline
#: model:ir.model.fields,field_description:sale_timesheet_timeline.field_sale_order_line__task_date_start
msgid "Task Start"
msgstr "Comienzo de tarea"

#. module: sale_timesheet_timeline
#: model_terms:ir.ui.view,arch_db:sale_timesheet_timeline.view_sale_order_line_timeline
msgid "User"
msgstr "Usuario"
61 changes: 61 additions & 0 deletions sale_timesheet_timeline/i18n/sale_timesheet_timeline.pot
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_timesheet_timeline
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-08-20 19:48+0000\n"
"PO-Revision-Date: 2024-08-20 19:48+0000\n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: sale_timesheet_timeline
#: model_terms:ir.ui.view,arch_db:sale_timesheet_timeline.view_order_form
msgid "<span class=\"o_stat_text\">Planning</span>"
msgstr ""

#. module: sale_timesheet_timeline
#: model:ir.model.fields,field_description:sale_timesheet_timeline.field_sale_order__any_service_line
msgid "Any Service Line"
msgstr ""

#. module: sale_timesheet_timeline
#: model:ir.model,name:sale_timesheet_timeline.model_sale_order
msgid "Sales Order"
msgstr ""

#. module: sale_timesheet_timeline
#: model:ir.model,name:sale_timesheet_timeline.model_sale_order_line
msgid "Sales Order Line"
msgstr ""

#. module: sale_timesheet_timeline
#: model:ir.actions.act_window,name:sale_timesheet_timeline.action_sale_order_line_timeline
msgid "Sales Tasks Planning"
msgstr ""

#. module: sale_timesheet_timeline
#: model:ir.model.fields,field_description:sale_timesheet_timeline.field_sale_order_line__task_user_ids
msgid "Task Assignees"
msgstr ""

#. module: sale_timesheet_timeline
#: model:ir.model.fields,field_description:sale_timesheet_timeline.field_sale_order_line__task_date_end
msgid "Task End"
msgstr ""

#. module: sale_timesheet_timeline
#: model:ir.model.fields,field_description:sale_timesheet_timeline.field_sale_order_line__task_date_start
msgid "Task Start"
msgstr ""

#. module: sale_timesheet_timeline
#: model_terms:ir.ui.view,arch_db:sale_timesheet_timeline.view_sale_order_line_timeline
msgid "User"
msgstr ""
3 changes: 3 additions & 0 deletions sale_timesheet_timeline/models/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from . import sale_order
34 changes: 34 additions & 0 deletions sale_timesheet_timeline/models/sale_order.py
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# Copyright 2024 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from odoo import Command, fields, models


class SaleOrder(models.Model):
_inherit = "sale.order"

any_service_line = fields.Boolean(compute="_compute_any_service_line")

def _compute_any_service_line(self):
for record in self:
record.any_service_line = any(
[x.product_type == "service" for x in record.order_line]
)


class SaleOrderLine(models.Model):
_inherit = "sale.order.line"

task_date_start = fields.Datetime("Task Start", copy=False)
task_date_end = fields.Datetime("Task End", copy=False)
task_user_ids = fields.Many2many(
comodel_name="res.users", string="Task Assignees", copy=False
)

def _timesheet_create_task_prepare_values(self, project):
# Transfer dates and assignees from sales order line
res = super()._timesheet_create_task_prepare_values(project)
res["date_start"] = self.task_date_start
res["date_end"] = self.task_date_end
res["user_ids"] = [Command.link(x.id) for x in self.task_user_ids]
return res
3 changes: 3 additions & 0 deletions sale_timesheet_timeline/readme/CONTRIBUTORS.rst
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* `Tecnativa <https://www.tecnativa.com>`_:

* Pedro M. Baeza
5 changes: 5 additions & 0 deletions sale_timesheet_timeline/readme/DESCRIPTION.rst
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This module allows to plan in advance the start/end dates and assignees for the sales
order lines that are services, and they are transferred to the created task (if any)
when confirming the order.

It includes a timeline view for pre-viewing and managing the planning.
8 changes: 8 additions & 0 deletions sale_timesheet_timeline/readme/USAGE.rst
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#. Go to Sales > Orders > Quotations
#. Create a new record.
#. Add a line with a product of type "Service".
#. A new smart-button "Planning" will appear.
#. On optional fields, you will find 3 fields for setting manually the planning data:
"Task Start", "Task End" and "Task Assignees".
#. You can also click on the "Planning" button and plan the dates visually in the
timeline view.
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