bemade_fsm: Initial commit as submodule.

__init__.py

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+from . import models

__manifest__.py

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+{
+    'name': 'Durpro Field Service Management',
+    'version': '15.0.1.0.0',
+    'summary': 'Adds functionality necessary for managing field service operations at Durpro.',
+    'description': 'Adds functionality necessary for managing field service operations at Durpro.',
+    'category': 'Services/Field Service',
+    'author': 'Bemade Inc.',
+    'website': 'http://www.bemade.org',
+    'license': 'LGPL-3',
+    'depends': ['project', 'stock', 'sale', 'sale_project', 'sale_stock'],
+    'data': ['views/task_template_views.xml',
+             'security/ir.model.access.csv',
+             'views/product_views.xml',
+             ],
+    'assets': {
+        'web.assets_tests': [
+            'durpro_fsm/static/tests/tours/task_template_tour.js',
+        ],
+    },
+    'installable': True,
+    'auto_install': False
+}

models/__init__.py

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+from . import task_template
+from . import product_template
+from . import sale_order

models/product_template.py

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+from odoo import fields, models, api
+
+
+class ProductTemplate(models.Model):
+    _inherit = 'product.template'
+
+    task_template_id = fields.Many2one("project.task.template", string="Task Template", ondelete='restrict')

models/sale_order.py

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+from odoo import fields, models, api, _, Command
+
+class SaleOrderLine(models.Model):
+    _inherit = 'sale.order.line'
+
+    def _timesheet_create_task(self, project):
+        """ Generate task for the given so line, and link it.
+                    :param project: record of project.project in which the task should be created
+                    :return task: record of the created task
+
+            Override to add the logic needed to implement task templates."""
+
+        def _create_task_from_template(project, template, parent):
+            """ Recursively generates the task and any subtasks from a project.task.template. Subtasks are left without
+            a specific project_id so that only the top-level tasks shows up on the project task list/kanban views.
+
+            :param project: project.project record to set on the task's project_id field.
+                Pass the project.project model to leave task project_id blank. DO NOT pass False or None as this will
+                cause an error in _timesheet_create_task_prepare_values(project).
+            :param template: project.task.template to use to create the task.
+            :param parent: project.task to set as the parent to this task.
+            """
+            values = _timesheet_create_task_prepare_values_from_template(project, template, parent)
+            task = self.env['project.task'].sudo().create(values)
+            subtasks = []
+            for subtask in tmpl.subtasks:
+                # Recurse, but pass the Project model so that no project_id gets set on the subtasks
+                subtask = _create_task_from_template(self.env['project.project'], tmpl, task)
+                subtasks.append(subtask)
+            task.write({'child_ids': [Command.set([t.id for t in subtasks])]})
+            return task
+
+        def _timesheet_create_task_prepare_values_from_template(project, template, parent):
+            """ Copies the values from a project.task.template over to the set of values used to create a project.task.
+
+            :param project: project.project record to set on the task's project_id field.
+                Pass the project.project model or an empty recordset to leave task project_id blank.
+                DO NOT pass False or None as this will cause an error in _timesheet_create_task_prepare_values(project).
+            :param template: project.task.template to use to create the task.
+            :param parent: project.task to set as the parent to this task.
+            """
+            vals = self._timesheet_create_task_prepare_values(project)
+            vals.update({'name': f"{vals['name']} ({template.name})"})
+            vals['description'] = template.description or vals['description']
+            vals['parent_id'] = parent and parent.id
+            vals['user_ids'] = template.assignees.ids
+            vals['tag_ids'] = template.tags.ids
+            return vals
+
+        tmpl = self.product_id.task_template_id
+        if not tmpl:
+            task = super()._timesheet_create_task(project)
+        else:
+            task = _create_task_from_template(project, tmpl, None)
+            self.write({'task_id': task.id})
+            # post message on task
+            task_msg = _(
+                "This task has been created from: <a href=# data-oe-model=sale.order data-oe-id=%d>%s</a> (%s)") % (
+                       self.order_id.id, self.order_id.name, self.product_id.name)
+            task.message_post(body=task_msg)
+        return task

models/task_template.py

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+from odoo import models, fields, api, _
+
+
+class TaskTemplate(models.Model):
+    _name = 'project.task.template'
+
+    @api.model
+    def _current_company(self):
+        return self.env.company
+
+    name = fields.Char(string="Task Title", required=True)
+    description = fields.Html(string="Description")
+    assignees = fields.Many2many("res.users", string="Default Assignees", help="Employees assigned to tasks created from this template.")
+    customer = fields.Many2one("res.partner", string="Default Customer", help="Default customer for tasks created from this template.")
+    project = fields.Many2one("project.project", string="Default Project", help="Default project for tasks created from this template.")
+    tags = fields.Many2many("project.tags", string="Default Tags", help="Default tags for tasks created from this template.")
+    parent = fields.Many2one("project.task.template", string="Parent Task Template")
+    subtasks = fields.One2many("project.task.template", inverse_name="parent", string="Subtask Templates")
+    sequence = fields.Integer(string="Sequence")
+    company_id = fields.Many2one("res.company", string="Company", index=1, default=_current_company)
+
+    def action_open_task(self):
+        return {
+            'view_mode': 'form',
+            'res_model': 'project.task.template',
+            'res_id': self.id,
+            'type': 'ir.actions.act_window',
+            'context': self._context
+        }
+
+

security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_durpro_fsm_task_template,durpro_fsm_task_template,model_project_task_template,project.group_project_manager,1,1,1,1
+access_durpro_fsm_task_template,durpro_fsm_task_template,model_project_task_template,project.group_project_user,1,1,1,1

static/tests/tours/task_template_tour.js

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+/** @odoo-module */
+
+import tour from 'web_tour.tour';
+
+tour.register('task_template_tour', {
+        test: true,
+        url: '/web',
+    }, /* Make sure the test task is visible via the Project > Task Templates path */
+    [tour.stepUtils.showAppsMenuItem(), {
+        trigger: '.o_app[data-menu-xmlid="project.menu_main_pm"]',
+    }, {
+        content: 'Open the task templates list view.',
+        trigger: '.o_nav_entry[data-menu-xmlid="durpro_fsm.task_template_menu"]',
+    }, {
+        content: 'Open the existing task template.',
+        trigger: '.o_data_cell:contains("Template 1"):parent()',
+    }, {
+        content: 'Confirm that the header contains the task title.',
+        trigger: 'span[name="name"]:contains("Template 1")',
+    }, /* Make sure we can see the task template from the product */
+        tour.stepUtils.toggleHomeMenu(),
+    {
+        content: 'Open the sales menu.',
+        trigger: '.o_app[data-menu-xmlid="sale.sale_menu_root"]',
+    }, {
+        content: 'Open the product dropdown menu.',
+        trigger: 'button[data-menu-xmlid="sale.product_menu_catalog"]',
+    }, {
+        content: 'Click the products menu item.',
+        trigger: 'a.dropdown-item[data-menu-xmlid="sale.menu_product_template_action"]',
+    }, {
+        content: 'Search for the test product.',
+        trigger: 'input.o_searchview_input',
+        extra_trigger: 'li.breadcrumb-item.active:has(span:contains(Products))',
+        run: 'text Test Product 1',
+    }, {
+        trigger: '.o_menu_item.o_selection_focus',
+        content: 'Validate search',
+        run: 'click',
+    }, {
+        content: 'Open the test product.',
+        trigger: 'div.o_kanban_record:has(span:contains(Test Product 1))',
+    }, {
+        content: 'Ensure the product_template_id field is displayed with the "Template 1" mention.',
+        trigger: 'a.o_quick_editable[name="task_template_id"]:first-child:contains("Template 1")',
+    },
+    ])

tests/__init__.py

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+from . import test_task_template

tests/test_task_template.py

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+from odoo.tests.common import TransactionCase, HttpCase, tagged
+from odoo.exceptions import UserError
+
+
+class TestTaskTemplateCommon(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        user_group_employee = cls.env.ref('base.group_user')
+        user_group_project_user = cls.env.ref('project.group_project_user')
+        user_group_project_manager = cls.env.ref('project.group_project_manager')
+        user_group_sales_manager = cls.env.ref('sales_team.group_sale_manager')
+        user_group_sales_user = cls.env.ref('sales_team.group_sale_salesman')
+        user_product_customer = cls.env.ref('customer_product_code.group_product_customer_code_user')
+
+        group_ids = [user_group_employee, user_group_project_user, user_group_project_manager, user_group_sales_user,
+                     user_group_sales_manager]
+        if user_product_customer:
+            group_ids.append(user_product_customer)
+
+        # Test user with project access rights for the various tests
+        Users = cls.env['res.users'].with_context({'no_reset_password': True})
+        cls.user = Users.create({
+            'name': 'Project Manager',
+            'login': 'misterpm',
+            'password': 'misterpm',
+            'email': 'mrpm@testco.com',
+            'signature': 'Mr. PM',
+            'groups_id': [(6, 0, [user_group_employee.id, user_group_project_user.id, user_group_project_manager.id,
+                                  user_group_sales_user.id])]
+        })
+        hours_uom = cls.env['uom.uom'].search([('name', '=', 'Hour')]) or False
+        # Test product to use with the various tests
+        cls.task1 = cls.env['project.task.template'].create({
+            'name': 'Template 1',
+        })
+        cls.project = cls.env['project.project'].create({
+            'name': 'Test Project',
+        })
+        cls.product_task_global_project = cls.env['product.product'].create({
+            'name': 'Test Product 1',
+            'type': 'service',
+            'service_tracking': 'task_global_project',
+            'project_id': cls.project.id,
+            'task_template_id': cls.task1.id,
+            'uom_id': hours_uom.id,
+            'uom_po_id': hours_uom.id,
+        })
+        cls.product_task_in_project = cls.env['product.product'].create({
+            'name': 'Test Product 2',
+            'type': 'service',
+            'service_tracking': 'task_in_project',
+            'task_template_id': cls.task1.id,
+            'uom_po_id': hours_uom.id,
+            'uom_id': hours_uom.id,
+        })
+        cls.partner = cls.env['res.partner'].create({'name': 'Test Partner'})
+        cls.sale_order = cls.env['sale.order'].create({
+            'partner_id': cls.partner.id,
+            'client_order_ref': 'TEST ORDER',
+        })
+        cls.sol_serv_order = cls.env['sale.order.line'].create({
+            'name': cls.product_task_global_project.name,
+            'product_id': cls.product_task_global_project.id,
+            'product_uom_qty': 1,
+            'product_uom': cls.product_task_global_project.uom_id.id,
+            'price_unit': 120.0,
+            'order_id': cls.sale_order.id,
+            'tax_id': False,
+        })
+
+
+@tagged('-at_install', 'post_install')
+class TestTaskTemplate(TestTaskTemplateCommon):
+
+    def test_delete_task_template(self):
+        """User should never be able to delete a task template used on a product"""
+        with self.assertRaises(UserError):
+            self.task1.unlink()
+
+    def test_order_confirmation_single_task(self):
+        """ Confirming the order should create a task in the global project. """
+        self.sale_order.action_confirm()
+        so = self.sale_order
+        sol = self.sale_order.order_line[0]
+        task = sol.task_id
+        self.assertTrue(task)
+
+
+
+@tagged('-at_install', 'post_install')
+class TestTaskTemplateTour(HttpCase, TestTaskTemplateCommon):
+
+    def test_task_template_tour(self):
+        self.start_tour('/web', 'task_template_tour',
+                        login='misterpm', )

views/product_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="product_template_form_inherit" model="ir.ui.view">
+            <field name="name">durpro_fsm.product.template.form</field>
+            <field name="model">product.template</field>
+            <field name="inherit_id" ref="sale_project.product_template_form_view_invoice_policy_inherit_sale_project"/>
+            <field name="arch" type="xml">
+                <xpath expr="//field[@name='project_id']" position="after">
+                    <field name="task_template_id"
+                           attrs="{'invisible': [('service_tracking', 'not in', ('task_global_project', 'task_in_project'))]}"/>
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>

views/task_template_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="task_template_form_view" model="ir.ui.view">
+            <field name="name">durpro_fsm.task_template.form</field>
+            <field name="model">project.task.template</field>
+            <field name="arch" type="xml">
+                <form string="Task Template">
+                    <sheet>
+                        <div class="oe_title">
+                            <label for="name"/>
+                            <h1>
+                                <field name="name" placeholder="Title"/>
+                            </h1>
+                        </div>
+                        <group>
+                            <group>
+                                <field name="project"/>
+                                <field name="assignees" widget="many2many_avatar_user"/>
+                                <field name="parent"/>
+                            </group>
+                            <group>
+                                <field name="customer"/>
+                                <field name="tags" widget="many2many_tags"/>
+                                <field name="company_id" />
+                            </group>
+                        </group>
+                        <notebook>
+                            <page name="description_page" string="Description">
+                                <field name="description" type="html" options="{'collaborative': true}"/>
+                            </page>
+                            <page name="subtasks_page" string="Subtasks">
+                                <field name="subtasks">
+                                    <tree editable="bottom">
+                                        <field name="sequence" widget="handle"/>
+                                        <field name="name"/>
+                                        <field name="customer"/>
+                                        <field name="assignees" widget="many2many_avatar_user"/>
+                                        <button name="action_open_task" type="object" title="View Task"
+                                                string="View Task" class="btn btn-link pull-right"/>
+                                    </tree>
+                                </field>
+                            </page>
+                        </notebook>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+
+        <record id="task_template_tree_view" model="ir.ui.view">
+            <field name="name">project.task_template.tree</field>
+            <field name="model">project.task.template</field>
+            <field name="arch" type="xml">
+                <tree string="Task Template">
+                    <field name="name"/>
+                    <field name="assignees" widget="many2many_avatar_user"/>
+                    <field name="project"/>
+                    <field name="parent"/>
+                </tree>
+            </field>
+        </record>
+
+        <record id="task_template_search_view" model="ir.ui.view">
+            <field name="name">project.task_template.search</field>
+            <field name="model">project.task.template</field>
+            <field name="arch" type="xml">
+                <search string="Task Template">
+                    <field name="name"/>
+                    <field name="project"/>
+                    <field name="assignees"/>
+                    <field name="parent"/>
+                    <field name="subtasks"/>
+                    <group expand="1" string="Group By">
+                        <filter string="Project" name="groupby_project" domain="[]"
+                                context="{'group_by':'project'}"/>
+                        <filter string="Parent Task" name="groupby_parent" domain="[]"
+                                context="{'group_by':'parent'}"/>
+                        <filter string="Customer" name="groupby_customer" domain="[]"
+                                context="{'group_by':'customer'}"/>
+                    </group>
+                </search>
+            </field>
+        </record>
+
+        <record id="task_template_act_window" model="ir.actions.act_window">
+            <field name="name">Task Template</field>
+            <field name="type">ir.actions.act_window</field>
+            <field name="res_model">project.task.template</field>
+            <field name="view_mode">tree,form</field>
+            <field name="help" type="html">
+                <p class="oe_view_nocontent_create">
+                    There are no task templates, click above to create one.
+                </p>
+            </field>
+        </record>
+
+        <menuitem name="Task Templates" id="task_template_menu" parent="project.menu_main_pm"
+                  action="task_template_act_window" groups="project.group_project_manager,project.group_project_user"/>
+    </data>
+</odoo>