[IMP] project: dispatch tasks based on project roles

addons/hr_timesheet/models/project_project.py

@@ -284,7 +284,7 @@ def action_view_tasks(self):
         action['context']['allow_timesheets'] = self.allow_timesheets
         return action
 
-    def action_create_from_template(self, values=None):
-        project = super().action_create_from_template(values)
+    def action_create_from_template(self, values=None, role_to_users_mapping=None):
+        project = super().action_create_from_template(values, role_to_users_mapping)
         project._create_analytic_account()
         return project

addons/project/__manifest__.py

@@ -35,6 +35,7 @@
         'views/project_task_type_views.xml',
         'views/project_project_views.xml',
         'views/project_task_views.xml',
+        'views/project_role_views.xml',
         'views/project_tags_views.xml',
         'views/project_milestone_views.xml',
         'views/res_partner_views.xml',

addons/project/models/__init__.py

@@ -9,6 +9,7 @@
 from . import project_task_stage_personal
 from . import project_milestone
 from . import project_project
+from . import project_role
 from . import project_task
 from . import project_task_type
 from . import project_tags

addons/project/models/project_project.py

@@ -473,22 +473,20 @@ def map_tasks(self, new_project_id):
         return True
 
     def copy_data(self, default=None):
+        default = dict(default or {})
         vals_list = super().copy_data(default=default)
-        if default and 'name' in default:
-            return vals_list
         copy_from_template = self.env.context.get('copy_from_template')
         for project, vals in zip(self, vals_list):
             if project.is_template and not copy_from_template:
                 vals['is_template'] = True
             if copy_from_template:
-                # We can make last_update_status as None because it is a required field
-                vals.pop("last_update_status", None)
-                for field in set(self._get_template_field_blacklist()) & set(vals.keys()):
-                    del vals[field]
-                vals["name"] = project.name
+                for field in self._get_template_field_blacklist():
+                    if field in vals and field not in default:
+                        del vals[field]
+            if copy_from_template or (not project.is_template and vals.get('is_template')):
+                vals['name'] = default.get('name', project.name)
             else:
-                if project.is_template or not vals.get("is_template"):
-                    vals["name"] = self.env._("%s (copy)", project.name)
+                vals['name'] = default.get('name', self.env._('%s (copy)', project.name))
         return vals_list
 
     def copy(self, default=None):
@@ -1266,6 +1264,8 @@ def _toggle_template_mode(self, is_template):
         self.ensure_one()
         self.is_template = is_template
         self.task_ids.write({"is_template": is_template})
+        if not is_template:
+            self.task_ids.role_ids = False
 
     @api.model
     def _get_template_default_context_whitelist(self):
@@ -1283,17 +1283,22 @@ def _get_template_field_blacklist(self):
             "partner_id",
         ]
 
-    def action_create_from_template(self, values=None):
+    def action_create_from_template(self, values=None, role_to_users_mapping=None):
         self.ensure_one()
         values = values or {}
         default = {
             key.removeprefix('default_'): value
             for key, value in self.env.context.items()
             if key.startswith('default_') and key.removeprefix('default_') in self._get_template_default_context_whitelist()
-        } | values | {
-            field: False
-            for field in self._get_template_field_blacklist()
-        }
+        } | values
         project = self.with_context(copy_from_template=True).copy(default=default)
         project.message_post(body=self.env._("Project created from template %(name)s.", name=self.name))
+
+        # Tasks dispatching using project roles
+        project.task_ids.role_ids = False
+        if role_to_users_mapping and (mapping := role_to_users_mapping.filtered(lambda entry: entry.user_ids)):
+            for template_task, new_task in zip(self.task_ids, project.task_ids):
+                for entry in mapping:
+                    if entry.role_id in template_task.role_ids:
+                        new_task.user_ids |= entry.user_ids
         return project

addons/project/models/project_role.py

@@ -0,0 +1,20 @@
+from random import randint
+
+from odoo import fields, models
+
+
+class ProjectRole(models.Model):
+    _name = 'project.role'
+    _description = 'Project Role'
+
+    def _get_default_color(self):
+        return randint(1, 11)
+
+    active = fields.Boolean(default=True)
+    name = fields.Char(required=True, translate=True)
+    color = fields.Integer(default=_get_default_color)
+    sequence = fields.Integer(export_string_translation=False)
+
+    def copy_data(self, default=None):
+        vals_list = super().copy_data(default=default)
+        return [dict(vals, name=self.env._('%s (copy)', role.name)) for role, vals in zip(self, vals_list)]

addons/project/models/project_task.py

@@ -186,6 +186,7 @@ def _read_group_personal_stage_type_ids(self, stages, domain):
     allocated_hours = fields.Float("Allocated Time", tracking=True)
     subtask_allocated_hours = fields.Float("Sub-tasks Allocated Time", compute='_compute_subtask_allocated_hours', export_string_translation=False,
         help="Sum of the hours allocated for all the sub-tasks (and their own sub-tasks) linked to this task. Usually less than or equal to the allocated hours of this task.")
+    role_ids = fields.Many2many('project.role', string='Project Roles')
     # Tracking of this field is done in the write function
     user_ids = fields.Many2many('res.users', relation='project_task_user_rel', column1='task_id', column2='user_id',
         string='Assignees', context={'active_test': False}, tracking=True, default=_default_user_ids, domain="[('share', '=', False), ('active', '=', True)]", falsy_value_label=_lt("👤 Unassigned"))
@@ -1938,6 +1939,7 @@ def action_convert_to_template(self):
     def action_undo_convert_to_template(self):
         self.ensure_one()
         self.is_template = False
+        self.role_ids = False
         self.message_post(body=_("Template converted back to regular task"))
         return {
             'type': 'ir.actions.client',

addons/project/security/ir.model.access.csv

@@ -48,3 +48,7 @@ access_mail_activity_plan_project_manager,mail.activity.plan.project.manager,mai
 access_mail_activity_plan_template_project_manager,mail.activity.plan.template.project.manager,mail.model_mail_activity_plan_template,project.group_project_manager,1,1,1,1
 access_project_template_create_wizard_user,project.template.create.wizard.user,project.model_project_template_create_wizard,project.group_project_user,1,1,0,0
 access_project_template_create_wizard_manager,project.template.create.wizard.manager,project.model_project_template_create_wizard,project.group_project_manager,1,1,1,1
+access_project_template_role_to_users_map_user,project.template.role.to.users.map.user,project.model_project_template_role_to_users_map,project.group_project_user,1,1,0,0
+access_project_template_role_to_users_map_manager,project.template.role.to.users.map.manager,project.model_project_template_role_to_users_map,project.group_project_manager,1,1,1,1
+access_project_role_user,project.role.user,model_project_role,project.group_project_user,1,0,0,0
+access_project_role_manager,project.role.manager,model_project_role,project.group_project_manager,1,1,1,1

addons/project/tests/test_project_template.py

@@ -1,4 +1,5 @@
 from odoo.exceptions import UserError
+from odoo import Command
 from odoo.addons.project.tests.test_project_base import TestProjectCommon
 
 
@@ -49,3 +50,121 @@ def test_revert_task_template(self):
         self.task_inside_template.is_template = True
         with self.assertRaises(UserError, msg="A UserError should be raised when attempting to revert a template task to a regular one."):
             self.task_inside_template.action_convert_to_template()
+
+    def test_tasks_dispatching_from_template(self):
+        """
+        The tasks of a project template should be dispatched to the new project according to the role-to-users mapping defined
+        on the project template wizard.
+        """
+        role1, role2, role3, role4, role5 = self.env['project.role'].create([
+            {'name': 'Developer'},
+            {'name': 'Designer'},
+            {'name': 'Project Manager'},
+            {'name': 'Tester'},
+            {'name': 'Product Owner'},
+        ])
+        project_template = self.env['project.project'].create({
+            'name': 'Project template',
+            'is_template': True,
+            'task_ids': [
+                Command.create({
+                    'name': 'Task 1',
+                    'role_ids': [role1.id, role3.id],
+                }),
+                Command.create({
+                    'name': 'Task 2',
+                    'role_ids': [role5.id, role4.id],
+                }),
+                Command.create({
+                    'name': 'Task 3',
+                    'role_ids': [role2.id, role5.id],
+                }),
+                Command.create({
+                    'name': 'Task 4',
+                    'role_ids': [role3.id],
+                }),
+                Command.create({
+                    'name': 'Task 5',
+                    'role_ids': [role5.id],
+                }),
+                Command.create({
+                    'name': 'Task 6',
+                }),
+                Command.create({
+                    'name': 'Task 7',
+                    'role_ids': [role2.id, role3.id],
+                    'user_ids': [self.user_projectuser.id, self.user_projectmanager.id],
+                }),
+            ],
+        })
+        user1, user2 = self.env['res.users'].create([
+            {
+                'name': 'Test User 1',
+                'login': 'test1',
+                'password': 'testuser1',
+                'email': '[email protected]',
+            },
+            {
+                'name': 'Test User 2',
+                'login': 'test2',
+                'password': 'testuser2',
+                'email': '[email protected]',
+            }
+        ])
+        wizard = self.env['project.template.create.wizard'].create({
+            'template_id': project_template.id,
+            'name': 'New Project from Template',
+            'role_to_users_ids': [
+                Command.create({
+                    'role_id': role1.id,
+                    'user_ids': [self.user_projectuser.id, self.user_projectmanager.id],
+                }),
+                Command.create({
+                    'role_id': role2.id,
+                    'user_ids': [user1.id],
+                }),
+                Command.create({
+                    'role_id': role3.id,
+                    'user_ids': [user2.id],
+                }),
+                Command.create({
+                    'role_id': role4.id,
+                    'user_ids': [self.user_projectuser.id],
+                }),
+            ],
+        })
+        new_project = wizard._create_project_from_template()
+
+        self.assertEqual(
+            new_project.task_ids.filtered(lambda t: t.name == 'Task 1').user_ids,
+            self.user_projectuser + self.user_projectmanager + user2,
+            'Task 1 should be assigned to the users mapped to `role1` and `role3`.',
+        )
+        self.assertEqual(
+            new_project.task_ids.filtered(lambda t: t.name == 'Task 2').user_ids,
+            self.user_projectuser,
+            'Task 2 should be assigned to the users mapped to `role4`. As `role5` is not in the mapping.',
+        )
+        self.assertEqual(
+            new_project.task_ids.filtered(lambda t: t.name == 'Task 3').user_ids,
+            user1,
+            'Task 3 should be assigned to the users mapped to `role2`. As `role5` is not in the mapping.',
+        )
+        self.assertEqual(
+            new_project.task_ids.filtered(lambda t: t.name == 'Task 4').user_ids,
+            user2,
+            'Task 4 should be assigned to the users mapped to `role3`.'
+        )
+        self.assertFalse(
+            new_project.task_ids.filtered(lambda t: t.name == 'Task 5').user_ids,
+            'Task 5 should not be assigned to any user as `role5` is not in the mapping.',
+        )
+        self.assertFalse(
+            new_project.task_ids.filtered(lambda t: t.name == 'Task 6').user_ids,
+            'Task 6 should not be assigned to any user as it has no role.',
+        )
+        self.assertEqual(
+            new_project.task_ids.filtered(lambda t: t.name == 'Task 7').user_ids,
+            self.user_projectuser + self.user_projectmanager + user1 + user2,
+            'Task 7 should be assigned to the users mapped to `role2` and `role3`, plus the users who were already assigned to the task.'
+        )

addons/project/views/project_menus.xml

@@ -113,6 +113,11 @@
                 id="project_menu_config_task_templates"
                 action="project_task_templates_action"
             />
+            <menuitem
+                name="Project Roles"
+                id="project_menu_config_project_roles"
+                action="project_roles_action"
+            />
             <menuitem
                 name="Activity Types"
                 id="project_menu_config_activity_type"

addons/project/views/project_project_views.xml

@@ -728,6 +728,7 @@
                 <kanban position="attributes">
                     <attribute name="js_class"></attribute>
                 </kanban>
+                <span name="partner_name" position="replace"/>
             </field>
         </record>
 

addons/project/views/project_role_views.xml

@@ -0,0 +1,85 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="project_role_view_list" model="ir.ui.view">
+        <field name="name">project.role.list</field>
+        <field name="model">project.role</field>
+        <field name="arch" type="xml">
+            <list editable="bottom" multi_edit="1">
+                <field name="sequence" widget="handle"/>
+                <field name="name" placeholder="e.g. Developer"/>
+                <field name="color" widget="color_picker" optional="show"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="project_role_view_form" model="ir.ui.view">
+        <field name="name">project.role.form</field>
+        <field name="model">project.role</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <widget name="web_ribbon" title="Archived" bg_color="text-bg-danger" invisible="active"/>
+                    <group>
+                        <field name="active" invisible="1"/>
+                        <field name="name"/>
+                        <field name="color" widget="color_picker"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="project_role_view_kanban" model="ir.ui.view">
+        <field name="name">project.role.kanban</field>
+        <field name="model">project.role</field>
+        <field name="arch" type="xml">
+            <kanban highlight_color="color">
+                <templates>
+                    <t t-name="menu">
+                        <a t-if="widget.editable" role="menuitem" type="open" class="dropdown-item">Edit</a>
+                        <a t-if="widget.deletable" role="menuitem" type="delete" class="dropdown-item">Delete</a>
+                        <field name="color" widget="kanban_color_picker"/>
+                    </t>
+                    <t t-name="card">
+                        <field name="name" class="fw-bold fs-4 ms-1"/>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <record id="project_role_view_search" model="ir.ui.view">
+        <field name="name">project.role.search</field>
+        <field name="model">project.role</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="name"/>
+                <filter name="archived" string="Archived" domain="[('active', '=', False)]"/>
+            </search>
+        </field>
+    </record>
+
+    <record id="project_roles_action" model="ir.actions.act_window">
+        <field name="name">Project Roles</field>
+        <field name="res_model">project.role</field>
+        <field name="view_mode">list,kanban,form</field>
+        <field name="search_view_id" ref="project_role_view_search"/>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No project role found. Let's create one!
+            </p>
+        </field>
+    </record>
+
+    <record id="project_roles_action_list" model="ir.actions.act_window.view">
+        <field name="act_window_id" ref="project_roles_action"/>
+        <field name="view_mode">list</field>
+        <field name="view_id" ref="project.project_role_view_list"/>
+    </record>
+
+    <record id="project_roles_action_kanban" model="ir.actions.act_window.view">
+        <field name="act_window_id" ref="project_roles_action"/>
+        <field name="view_mode">kanban</field>
+        <field name="view_id" ref="project.project_role_view_kanban"/>
+    </record>
+</odoo>

addons/project/views/project_task_views.xml

@@ -419,6 +419,7 @@
                                 class="o_task_user_field"
                                 options="{'no_open': True, 'no_quick_create': True}"
                                 widget="many2many_avatar_user"/>
+                            <field name="role_ids" invisible="not (is_template and has_project_template)" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}" placeholder="Assign at project creation"/>
                             <field name="priority" widget="priority_switch"/>
                             <field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}" context="{'project_id': project_id}"/>
                         </group>
@@ -1320,6 +1321,9 @@
                     <attribute name="required">is_template</attribute>
                 </field>
                 <field name="partner_id" position="replace"/>
+                <field name="user_ids" position="after">
+                    <field name="role_ids" optional="hide" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}" invisible="not (is_template and has_project_template)"/>
+                </field>
             </field>
         </record>
 
@@ -1348,6 +1352,9 @@
                 <filter name="unassigned" position="after">
                     <filter name="task_templates" string="Task Templates" domain="[('has_project_template', '=', False)]" invisible="1"/>
                 </filter>
+                <field name="user_ids" position="after">
+                   <field name="role_ids"/>
+                </field>
             </field>
         </record>