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[IMP] project: dispatch tasks based on project roles #4790

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@deneuvillem deneuvillem commented Jun 4, 2025

In this PR, we add a new feature allowing project tasks to be dispatched automatically based on:

  • The roles we have defined in the tasks of a project template
  • And a role-to-users mapping showing up when creating a new project from a project template

This feature enhances task management by ensuring that tasks are assigned to the appropriate team members according to their roles, improving efficiency and clarity in project execution.

More precisely, we add a new model: 'Project Roles' that we can link to tasks templates (as long as they belong to a project template).
We can link multiples roles to a single task template, and a role can be linked to different tasks too. A menu item for 'Project Roles' has been added.

When creating a new project from a project template, the user can select in the wizard which users are going to be assigned to a task if the role matches.
This mapping is only visible if at least one role has been defined in any task of the project template, and the available roles in that mapping are only the roles defined in those tasks.
In case several roles match for a given task, we will tie break with the first matching entry of the mapping (which is sortable by sequence).
If a task already contains some assignees, they will not be overridden but we will add the matching users to the existing assignees.

task-4700746

@robodoo
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robodoo commented Jun 4, 2025

This PR targets the un-managed branch odoo-dev/odoo:master-imp-project-templates-kthe, it needs to be retargeted before it can be merged.

@deneuvillem deneuvillem force-pushed the master-project_template_role_dispatch-mane branch 8 times, most recently from 9cc18d8 to 4436b9a Compare June 10, 2025 16:06
@ppr-odoo ppr-odoo force-pushed the master-imp-project-templates-kthe branch 11 times, most recently from 3ed7bdb to d052eef Compare June 14, 2025 12:51
@deneuvillem deneuvillem force-pushed the master-imp-project-templates-kthe branch from d052eef to 4e031e0 Compare June 15, 2025 13:57
@ppr-odoo ppr-odoo force-pushed the master-imp-project-templates-kthe branch 4 times, most recently from 4b99326 to 545cb35 Compare June 16, 2025 13:28
@deneuvillem deneuvillem force-pushed the master-project_template_role_dispatch-mane branch 3 times, most recently from 64cf4ee to 20b318b Compare June 17, 2025 10:35
In this commit, we add a new feature allowing project tasks to be dispatched automatically based on:
- The roles we have defined in the tasks of a project template
- And a role-to-users mapping showing up when creating a new project from a project template

This feature enhances task management by ensuring that tasks are assigned to the appropriate team members according to their roles, improving efficiency and clarity in project execution.

More precisely, we add a new model: 'Project Roles' that we can link to tasks templates (as long as they belong to a project template).
We can link multiples roles to a single task template, and a role can be linked to different tasks too. A menu item for 'Project Roles' has been added.

When creating a new project from a project template, the user can select in the wizard which users are going to be assigned to a task if the role matches.
This mapping is only visible if at least one role has been defined in any task of the project template, and the available roles in that mapping are only the roles defined in those tasks.
In case several roles match for a given task, we will tie break with the first matching entry of the mapping (which is sortable by sequence).
If a task already contains some assignees, they will not be overridden but we will add the matching users to the existing assignees.

task-4700746
@deneuvillem deneuvillem force-pushed the master-project_template_role_dispatch-mane branch from 20b318b to 8ceac8d Compare June 17, 2025 10:37
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2 participants