TA#72212 [16.0][MIG] sale_project_milestone

.circleci/config.yml

@@ -21,9 +21,9 @@ jobs:
           name: Setup Log Folder For Reports
           command: sudo mkdir -p .log && sudo chmod 777 .log
 
-      #  - run:
-      #     name: Run Test
-      #     command: docker-compose run --rm odoo run_pytest.sh
+       - run:
+          name: Run Test
+          command: docker-compose run --rm odoo run_pytest.sh
 
       #  - run:
       #     name: Codacy Coverage

.docker_files/main/__manifest__.py

@@ -11,7 +11,7 @@
     "category": "Other",
     "summary": "Install all addons required for testing.",
     "depends": [
-        "sale_management",
+        "sale_project_milestone",
     ],
     "installable": True,
 }

Dockerfile

@@ -16,5 +16,7 @@ RUN gitoo install-all --conf_file /gitoo.yml --destination "${THIRD_PARTY_ADDONS
 
 USER odoo
 
+COPY sale_project_milestone /mnt/extra-addons/sale_project_milestone
+
 COPY .docker_files/main /mnt/extra-addons/main
 COPY .docker_files/odoo.conf /etc/odoo

gitoo.yml

@@ -1,3 +1,9 @@
+- url: https://github.com/Numigi/odoo-project-addons
+  branch: "16.0"
+  includes:
+    - project_milestone_enhanced
+    - project_milestone_estimated_hours
+
 - url: https://github.com/OCA/brand
   branch: "16.0"
   includes:

sale_project_milestone/README.rst

@@ -0,0 +1,112 @@
+Sale Project Milestone
+======================
+
+.. contents:: Table of Contents
+
+Context
+-------
+In vanilla Odoo, it is possible to generate tasks and projects when confirming a sales order.
+
+Natively, Odoo allows to define milestones on tasks.
+
+Description
+-----------
+This module allows to generate a milestone in a project when confirming a sales order (instead of generating a task).
+
+Then, each task linked to this milestone is automatically linked to the sales order line.
+
+Configuration
+-------------
+In the form view of a product of type service, I find new options under ``Service Tracking``.
+
+* Create milestone in existing project
+* Create milestone in new project
+
+.. image:: static/description/product_service_tracking.png
+
+Create milestone in existing project
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+When selecting this option, a project must be selected.
+
+.. image:: static/description/product_milestone_existing_project.png
+
+Each sales order line will generate a new milestone in the selected project.
+
+The title of milestone is the description of the sales order line.
+
+Create milestone in new project
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+When selecting this option, you may select a project template and / or a milestone template.
+
+.. image:: static/description/product_milestone_new_project.png
+
+Each sales order line will generate a new milestone in a project.
+
+Milestone Template
+******************
+This field allows to select a milestone linked to a non-billable project.
+
+If a milestone template is selected, it is used to create the new milestone for the sales order line.
+
+All tasks and subtasks linked to the milestone template are copied into the new milestone.
+
+Project Template
+****************
+If a project template is selected, a new project will be created based on this template.
+Otherwise, a global project is created for the sales order.
+
+If two lines in the same order use the same template project, the same project is reused for both lines.
+This behavior is coherent with the option ``Create a task in a new project``.
+
+Usage
+-----
+I create a new product with the option ``Create milestone in new project``.
+
+I select a milestone template for this product and choose service policy ``Based on Milestones``.
+I have set in advance tasks linked to the milestone template.
+
+.. image:: static/description/product_with_milestone_template.png
+
+.. image:: static/description/milestone_template_service_A_tasks.png
+
+I create a second product with a different milestone template and choose service policy ``Based on Milestones``.
+I have set in advance tasks linked to the milestone template.
+
+.. image:: static/description/product_2_with_milestone_template.png*
+
+.. image:: static/description/milestone_template_service_B_tasks.png
+
+I create a sales order with the two products.
+
+.. image:: static/description/sales_order_new.png
+
+After confirming the sales order, I notice a smart button ``Milestones``.
+
+.. image:: static/description/sales_order_milestones_button.png
+
+After clicking on the button, two milestones are shown.
+
+.. image:: static/description/milestones_list.png
+
+Also, I have a smart button ``Tasks`` that shows all tasks linked to each milestone.
+
+.. image:: static/description/smart_button_tasks.png
+
+.. image:: static/description/milestone_tasks_list.png
+
+After clicking on the first milestone, the related tasks are displayed.
+
+.. image:: static/description/milestone_form.png
+
+In the form view of a task, if I change the milestone, the related sales order line is updated.
+
+.. image:: static/description/task_form_milestone_changed.png
+
+Release
+-------
+Since version ``1.2.0`` of the module, we set False in the field sale order line if the milestone is removed from the task.
+Also the filter on the sale order line field is improved according to the project and the milestone associated with the task.
+
+Contributors
+------------
+* Numigi (tm) and all its contributors (https://bit.ly/numigiens)

sale_project_milestone/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2023 - today Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import models

sale_project_milestone/__manifest__.py

@@ -0,0 +1,24 @@
+# Copyright 2023 - today Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+{
+    "name": "Sale Project Milestone",
+    "version": "16.0.1.0.0",
+    "author": "Numigi",
+    "maintainer": "Numigi",
+    "website": "https://bit.ly/numigi-com",
+    "license": "LGPL-3",
+    "category": "Project",
+    "summary": "Generate project milestones from sales orders",
+    "depends": [
+        "project_milestone_estimated_hours",
+        "sale_timesheet",
+    ],
+    "data": [
+        "views/product_template.xml",
+        "views/project_milestone.xml",
+        "views/project_task.xml",
+        "views/sale_order.xml",
+    ],
+    "installable": True,
+}

sale_project_milestone/i18n/fr.po

@@ -0,0 +1,127 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_project_milestone
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2022-07-20 17:44+0000\n"
+"PO-Revision-Date: 2022-07-20 13:47-0400\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"Language: fr\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: \n"
+"X-Generator: Poedit 2.3\n"
+
+#. module: sale_project_milestone
+#: selection:product.template,service_tracking:0
+msgid "Create a new project but no task"
+msgstr "Créer un nouveau projet sans tâche"
+
+#. module: sale_project_milestone
+#: selection:product.template,service_tracking:0
+msgid "Create a task in a new project"
+msgstr "Créer une tâche dans un nouveau projet"
+
+#. module: sale_project_milestone
+#: selection:product.template,service_tracking:0
+msgid "Create a task in an existing project"
+msgstr "Créer une tâche dans un projet existant"
+
+#. module: sale_project_milestone
+#: selection:product.template,service_tracking:0
+msgid "Create milestone in existing project"
+msgstr "Créer un jalon dans un projet existant"
+
+#. module: sale_project_milestone
+#: selection:product.template,service_tracking:0
+msgid "Create milestone in new project"
+msgstr "Créer un jalon dans un nouveau projet"
+
+#. module: sale_project_milestone
+#: selection:product.template,service_tracking:0
+msgid "Don't create task"
+msgstr "Ne pas créer une tâche"
+
+#. module: sale_project_milestone
+#: model:ir.model.fields,field_description:sale_project_milestone.field_sale_order__milestone_ids
+#: model:ir.model.fields,field_description:sale_project_milestone.field_sale_order_line__milestone_id
+msgid "Milestone"
+msgstr "Jalon"
+
+#. module: sale_project_milestone
+#: model:ir.model.fields,field_description:sale_project_milestone.field_sale_order__milestone_count
+msgid "Milestone Count"
+msgstr "Nombre de jalons"
+
+#. module: sale_project_milestone
+#: model:ir.model.fields,field_description:sale_project_milestone.field_product_product__milestone_template_id
+#: model:ir.model.fields,field_description:sale_project_milestone.field_product_template__milestone_template_id
+msgid "Milestone Template"
+msgstr "Modèle de jalon"
+
+#. module: sale_project_milestone
+#: model_terms:ir.ui.view,arch_db:sale_project_milestone.view_sale_order_milestone_form
+msgid "Milestones"
+msgstr "Jalons"
+
+#. module: sale_project_milestone
+#: model:ir.model.fields,help:sale_project_milestone.field_product_product__service_tracking
+#: model:ir.model.fields,help:sale_project_milestone.field_product_template__service_tracking
+msgid ""
+"On Sales order confirmation, this product can generate a project and/or "
+"task. From those, you can track the service you are selling."
+msgstr ""
+"Lors de la confirmation de la commande client, ce produit peut générer un "
+"projet ou une tâche. Cela vous permet ainsi de suivre le service que vous "
+"vendez."
+
+#. module: sale_project_milestone
+#: model:ir.model,name:sale_project_milestone.model_product_product
+msgid "Product"
+msgstr "Article"
+
+#. module: sale_project_milestone
+#: model:ir.model,name:sale_project_milestone.model_product_template
+msgid "Product Template"
+msgstr "Modèle d'article"
+
+#. module: sale_project_milestone
+#: model:ir.model,name:sale_project_milestone.model_project_milestone
+msgid "Project Milestone"
+msgstr "Jalon du projet"
+
+#. module: sale_project_milestone
+#: model:ir.model,name:sale_project_milestone.model_sale_order
+msgid "Sale Order"
+msgstr "Bon de commande"
+
+#. module: sale_project_milestone
+#: model:ir.model.fields,field_description:sale_project_milestone.field_project_milestone__order_id
+msgid "Sales Order"
+msgstr "Commande"
+
+#. module: sale_project_milestone
+#: model:ir.model.fields,field_description:sale_project_milestone.field_project_milestone__sale_line_id
+msgid "Sales Order Item"
+msgstr "Ligne de commande"
+
+#. module: sale_project_milestone
+#: model:ir.model,name:sale_project_milestone.model_sale_order_line
+msgid "Sales Order Line"
+msgstr "Ligne de commande"
+
+#. module: sale_project_milestone
+#: model:ir.model.fields,field_description:sale_project_milestone.field_product_product__service_tracking
+#: model:ir.model.fields,field_description:sale_project_milestone.field_product_template__service_tracking
+msgid "Service Tracking"
+msgstr "Suivi du service"
+
+#. module: sale_project_milestone
+#: model:ir.model,name:sale_project_milestone.model_project_task
+msgid "Task"
+msgstr "Tâche"

sale_project_milestone/models/__init__.py

@@ -0,0 +1,12 @@
+# Copyright 2023 - today Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import (
+    product_template,
+    product_product,
+    project_milestone,
+    project_project,
+    project_task,
+    sale_order,
+    sale_order_line,
+)

sale_project_milestone/models/product_product.py

@@ -0,0 +1,25 @@
+# Copyright 2023 - today Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from odoo import models, api
+
+
+class ProductProduct(models.Model):
+
+    _inherit = "product.product"
+
+    @api.onchange("service_tracking")
+    def _onchange_service_tracking(self):
+        res = super()._onchange_service_tracking()
+
+        if self.service_tracking == "milestone_existing_project":
+            self.project_template_id = False
+            self.milestone_template_id = False
+
+        elif self.service_tracking == "milestone_new_project":
+            self.project_id = False
+
+        else:
+            self.milestone_template_id = False
+
+        return res

sale_project_milestone/models/product_template.py

@@ -0,0 +1,38 @@
+# Copyright 2023 - Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from odoo import fields, models, api
+
+
+class ProductTemplate(models.Model):
+
+    _inherit = "product.template"
+
+    service_tracking = fields.Selection(
+        selection_add=[
+            ("milestone_existing_project", "Create milestone in existing project"),
+            ("milestone_new_project", "Create milestone in new project"),
+        ]
+    )
+    milestone_template_id = fields.Many2one(
+        "project.milestone",
+        string="Milestone Template",
+        company_dependent=True,
+        copy=True,
+    )
+
+    @api.onchange("service_tracking")
+    def _onchange_service_tracking(self):
+        res = super()._onchange_service_tracking()
+
+        if self.service_tracking == "milestone_existing_project":
+            self.project_template_id = False
+            self.milestone_template_id = False
+
+        elif self.service_tracking == "milestone_new_project":
+            self.project_id = False
+
+        else:
+            self.milestone_template_id = False
+
+        return res