[ADD] helpdesk_convert_ticket_to_task: add new button in ticket to convert into task with many informations

if defined in the helpdesk team

helpdesk_convert_ticket_to_task/.gitignore

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+*.*~
+*pyc

helpdesk_convert_ticket_to_task/README.md

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+===============================
+helpdesk_convert_ticket_to_task
+===============================
+
+This module aims to convert a ticket into a task.
+For this, it adds a button in the ticket view "Convert to task".
+
+It automatically fills up many fields (check the function button_convert_to_task for details)
+
+# Installation
+
+Use Odoo normal module installation procedure to install
+`helpdesk_convert_ticket_to_task`.
+
+# Known issues / Roadmap
+
+A current limitation is that one task can be linked to many tickets.
+Thus, the above task fields are filled up at the creation of the task from a ticket form
+but are not updated when the linked tickets are updated.
+
+# Bug Tracker
+
+Bugs are tracked on `our issues website <https://github.com/elabore-coop/helpdesk-tools/issues>`\_. In case of
+trouble, please check there if your issue has already been
+reported. If you spotted it first, help us smashing it by providing a
+detailed and welcomed feedback.
+
+# Credits
+
+## Contributors
+
+- Quentin Mondot
+
+## Funders
+
+The development of this module has been financially supported by:
+
+- Elabore (https://elabore.coop)
+
+## Maintainer
+
+This module is maintained by Elabore.

helpdesk_convert_ticket_to_task/__init__.py

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+from . import models

helpdesk_convert_ticket_to_task/__manifest__.py

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+# Copyright 2024 Quentin Mondot
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "helpdesk_convert_ticket_to_task",
+    "version": "16.0.1.0.0",
+    "author": "Elabore",
+    "website": "https://elabore.coop",
+    "maintainer": "Quentin Mondot",
+    "license": "AGPL-3",
+    "category": "Tools",
+    "summary": "This module adds a button to convert a ticket into a task.",
+    "depends": [
+        "base",
+        "helpdesk_mgmt",
+        "helpdesk_mgmt_project",
+        "helpdesk_request_type",  # to create the helpdesk.request.type model and have the field request_type_id in the helpdesk.ticket model
+        "project_request_data",  # to have the fields service_id and request_type_id in the project.task model
+        "project_task_add_very_high",  # to have priority values 2 and 3 on tasks
+        "helpdesk_transfer_timesheet_to_task"  # to copy timesheets from ticket to task
+    ],
+    "data": [
+        "views/helpdesk_convert_ticket_to_task.xml",
+    ],
+    "installable": True,
+    "auto_install": False,
+    "application": False,
+}

helpdesk_convert_ticket_to_task/i18n/fr.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* helpdesk_convert_ticket_to_task
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2025-07-08 14:02+0000\n"
+"PO-Revision-Date: 2025-07-08 14:02+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: helpdesk_convert_ticket_to_task
+#: model_terms:ir.ui.view,arch_db:helpdesk_convert_ticket_to_task.convert_to_task_helpdesk_ticket_view_form
+msgid ""
+"Are you sure you want to convert this ticket into a task ? You'll be "
+"redirected to the created task and the ticket will be archived."
+msgstr ""
+"Êtes-vous sûr de vouloir convertir ce ticket en tâche ? Vous allez être "
+"redirigé vers la tâche créée et ce ticket sera archivé."
+
+#. module: helpdesk_convert_ticket_to_task
+#: model_terms:ir.ui.view,arch_db:helpdesk_convert_ticket_to_task.convert_to_task_helpdesk_ticket_view_form
+msgid "Convert to task"
+msgstr "Convertir en tâche"
+
+#. module: helpdesk_convert_ticket_to_task
+#: model:ir.model,name:helpdesk_convert_ticket_to_task.model_helpdesk_ticket
+msgid "Helpdesk Ticket"
+msgstr "Ticket d'Assistance"
+
+#. module: helpdesk_convert_ticket_to_task
+#: model:ir.model.fields,field_description:helpdesk_convert_ticket_to_task.field_helpdesk_ticket__smart_search
+msgid "Smart Search"
+msgstr ""
+
+#. module: helpdesk_convert_ticket_to_task
+#. odoo-python
+#: code:addons/helpdesk_convert_ticket_to_task/models/helpdesk_ticket.py:0
+#, python-format
+msgid ""
+"This task has been converted from a ticket. You can find the original ticket"
+" <a href='%(ticket_url)s' target='_blank'>on this link</a>."
+msgstr ""
+"Cette tâche a été convertie depuis un ticket. Vous trouverez le ticket "
+"original en cliquant <a href='%(ticket_url)s' target='_blank'>sur ce "
+"lien</a>."
+
+#. module: helpdesk_convert_ticket_to_task
+#. odoo-python
+#: code:addons/helpdesk_convert_ticket_to_task/models/helpdesk_ticket.py:0
+#, python-format
+msgid ""
+"This ticket has been converted into a task. You can find it <a "
+"href='%(task_url)s' target='_blank'>on this link</a>."
+msgstr ""
+"Ce ticket a été convertie en tâche. Vous trouverez la tâche "
+"en cliquant <a href='%(task_url)s' target='_blank'>sur ce "
+"lien</a>."

helpdesk_convert_ticket_to_task/models/__init__.py

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+from . import helpdesk_ticket

helpdesk_convert_ticket_to_task/models/helpdesk_ticket.py

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+from odoo import _, models, api
+
+class HelpdeskTicket(models.Model):
+    _inherit = "helpdesk.ticket"
+
+    def button_convert_to_task(self):
+        user_ids = [self.user_id.id]
+        task_service_id, request_type_id = self._match_task_service_and_request_type(
+            ticket_category_id=self.category_id.id,
+            ticket_request_type_id=self.request_type_id.id
+        )
+
+        task = self.env["project.task"].create({
+            "name": self.name,
+            "description": self.description,
+            "project_id": self.project_id.id,
+            "user_ids": user_ids,
+            "partner_id": self.partner_id.id,
+            "service_id": task_service_id,
+            "request_type_id": request_type_id,
+            "priority": self.priority
+        })
+
+        # copy chatter
+        for msg in reversed(self.message_ids):
+            msg.copy({
+                'model': 'project.task',
+                'res_id': task.id
+            })
+
+            # copy attachments inserted in the messages
+            for attach in msg.attachment_ids:
+                attach.copy({
+                    'res_model': 'project.task',
+                    'res_id': task.id,
+                    'res_name': task.name
+                })
+
+        # copy attachments not added in a message
+        for attachment in self.attachment_ids:
+            attachment.copy({
+                'res_model': 'project.task',
+                'res_id': task.id,
+                'res_name': task.name
+            })
+
+        # copy subscribers
+        task.message_subscribe(partner_ids=self.message_partner_ids.ids)
+
+        # warn (in the chatter) that the task is a copy
+        base_url = self.env["ir.config_parameter"].sudo().get_param("web.base.url")
+        ticket_url = f"{base_url}/web#id={self.id}&model=helpdesk.ticket&view_type=form"
+        task_message = _(
+            "This task has been converted from a ticket. You can find the original ticket <a href='%(ticket_url)s' target='_blank'>on this link</a>.",
+            ticket_url=ticket_url
+        )
+        task.message_post(body=task_message)
+
+        # warn (in the chatter) that the ticket has been converted
+        task_url = f"{base_url}/web#id={task.id}&model=project.task&view_type=form"
+        ticket_message = _(
+            "This ticket has been converted into a task. You can find it <a href='%(task_url)s' target='_blank'>on this link</a>.",
+            task_url=task_url
+        )
+        self.message_post(body=ticket_message)
+
+        # archive the ticket
+        self.write({
+            "active": False,
+            "task_id": task.id
+        })
+        # transfer timesheets from ticket to task
+        self._onchange_task_id()
+
+        return {
+            "type": "ir.actions.act_window",
+            "view_mode": "form",
+            "target": "current",
+            "res_model": "project.task",
+            "res_id": task.id,
+        }
+
+    def _match_task_service_and_request_type(
+            self,
+            ticket_category_id: int,
+            ticket_request_type_id: int
+    ) -> tuple[int, int]:
+        """
+        This function permits to match the task service_id and request_type from the ticket category and request type
+        """
+        helpdesk_ticket_category = self.env["helpdesk.ticket.category"].search(
+            [("id", "=", ticket_category_id)],
+            limit=1
+        )
+        task_service = self.env["task.service"].search([("name", "=", helpdesk_ticket_category.name)])
+
+        helpdesk_ticket_request_type = self.env["helpdesk.request.type"].search(
+            [("id", "=", ticket_request_type_id)],
+            limit=1
+        )
+        task_request_type = self.env["request.type"].search([("name", "=", helpdesk_ticket_request_type.name)])
+
+        return task_service.id, task_request_type.id

helpdesk_convert_ticket_to_task/views/helpdesk_convert_ticket_to_task.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="convert_to_task_helpdesk_ticket_view_form" model="ir.ui.view">
+        <field name="name">timesheet.helpdesk.ticket.form.view</field>
+        <field name="model">helpdesk.ticket</field>
+        <field name="inherit_id" ref="helpdesk_mgmt.ticket_view_form" />
+        <field name="priority" eval="20" />
+        <field name="arch" type="xml">
+            <div name="button_box" position="inside">
+                <button
+                    name="button_convert_to_task"
+                    title="Convert to task"
+                    string="Convert to task"
+                    icon="fa-tasks text-success"
+                    type="object"
+                    confirm="Are you sure you want to convert this ticket into a task ? You'll be redirected to the newly created task and this ticket will be archived."
+                />
+            </div>
+        </field>
+    </record>
+</odoo>

helpdesk_transfer_timesheet_to_task/.gitignore

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+*.*~
+*pyc

helpdesk_transfer_timesheet_to_task/README.md

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+===================================
+helpdesk_transfer_timesheet_to_task
+===================================
+
+This module assigns the field task of the timesheets' ticket to the task linked to the ticket.
+Exception : the timesheet is not transfered to the task linked to the ticket if
+it has already been invoiced (timesheet_invoice_id != False).
+
+# Installation
+
+Use Odoo normal module installation procedure to install
+`helpdesk_transfer_timesheets_to_task`.
+
+# Known issues / Roadmap
+
+None.
+
+# Bug Tracker
+
+Bugs are tracked on `our issues website <https://github.com/elabore-coop/helpdesk-tools/issues>`\_. In case of
+trouble, please check there if your issue has already been
+reported. If you spotted it first, help us smashing it by providing a
+detailed and welcomed feedback.
+
+# Credits
+
+## Contributors
+
+- Quentin Mondot
+
+## Funders
+
+The development of this module has been financially supported by:
+
+- Elabore (https://elabore.coop)
+
+## Maintainer
+
+This module is maintained by Elabore.

helpdesk_transfer_timesheet_to_task/__init__.py

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+from . import models

helpdesk_transfer_timesheet_to_task/__manifest__.py

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+# Copyright 2024 Quentin Mondot
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "helpdesk_transfer_timesheet_to_task",
+    "version": "16.0.1.0.0",
+    "author": "Elabore",
+    "website": "https://elabore.coop",
+    "maintainer": "Quentin Mondot",
+    "license": "AGPL-3",
+    "category": "Tools",
+    "summary": "This module assigns timesheets to the task linked to a ticket.",
+    "depends": [
+        "base",
+        "helpdesk_mgmt",
+        "helpdesk_mgmt_project",
+        "helpdesk_mgmt_timesheet",
+        "sale_timesheet"
+    ],
+    "data": [],
+    "installable": True,
+    "auto_install": False,
+    "application": False,
+}

helpdesk_transfer_timesheet_to_task/models/__init__.py

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+from . import helpdesk_ticket

helpdesk_transfer_timesheet_to_task/models/helpdesk_ticket.py

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+from odoo import models, api, Command
+
+
+class HelpdeskTicket(models.Model):
+    _inherit = "helpdesk.ticket"
+
+    @api.onchange("task_id")
+    def _onchange_task_id(self):
+        for record in self:
+            if record.timesheet_ids and record.task_id:
+                not_yet_invoiced_timesheet_ids = [t.id for t in record.timesheet_ids if not t.timesheet_invoice_id]
+                record.task_id.timesheet_ids = [Command.link(t_id) for t_id in not_yet_invoiced_timesheet_ids]

helpdesk_transfer_timesheet_to_task/tests/__init__.py

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+from . import test_helpdesk_ticket

helpdesk_transfer_timesheet_to_task/tests/test_helpdesk_ticket.py

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+from odoo.tests.common import TransactionCase
+
+
+class TestHelpdeskTicket(TransactionCase):
+
+    def setUp(self):
+        super(TestHelpdeskTicket, self).setUp()
+        self.HelpdeskTicket = self.env["helpdesk.ticket"]
+        self.ProjectTask = self.env["project.task"]
+        self.AccountAnalyticLine = self.env["account.analytic.line"]
+        self.AccountMove = self.env["account.move"]
+        self.Project = self.env["project.project"]
+
+        self.project = self.Project.create(
+            {"name": "Test project", "allow_timesheets": True}
+        )
+        self.analytic_account = self.project.analytic_account_id
+        # Create a sample task
+        self.task = self.ProjectTask.create(
+            {"name": "Sample Task", "project_id": self.project.id}
+        )
+
+    def test_timesheet_added_to_linked_task(self):
+        # Create a ticket
+        ticket = self.HelpdeskTicket.create(
+            {"name": "Test Ticket", "description": "My ticket"}
+        )
+
+        # Associate a task with the ticket
+        ticket.task_id = self.task.id
+
+        # Log time on the ticket
+        timesheet = self.AccountAnalyticLine.create(
+            {
+                "name": "Time Entry",
+                "ticket_id": ticket.id,
+                "unit_amount": 1.0,
+                "account_id": self.analytic_account.id,
+            }
+        )
+
+        timesheet.onchange_ticket_id()
+
+        # Check that timesheet is linked to the task
+        self.assertIn(timesheet, self.task.timesheet_ids)
+
+    def test_timesheet_added_to_new_task(self):
+        # Create a ticket
+        ticket = self.HelpdeskTicket.create(
+            {"name": "Test Ticket", "description": "My ticket"}
+        )
+
+        # Log time on the ticket
+        timesheet = self.AccountAnalyticLine.create(
+            {
+                "name": "Time Entry",
+                "ticket_id": ticket.id,
+                "unit_amount": 1.0,
+                "account_id": self.analytic_account.id,
+            }
+        )
+
+        # Associate a task with the ticket
+        ticket.task_id = self.task.id
+        ticket._onchange_task_id()
+
+        # Check that timesheet is linked to the task
+        self.assertIn(timesheet, self.task.timesheet_ids)
+
+    def test_timesheet_for_task_linked_to_several_tickets(self):
+        # Create a first ticket
+        ticket_1 = self.HelpdeskTicket.create(
+            {"name": "Test Ticket 1", "description": "My 1st ticket"}
+        )
+
+        # Log time on the first ticket
+        first_timesheet = self.AccountAnalyticLine.create(
+            {
+                "name": "First Time Entry",
+                "ticket_id": ticket_1.id,
+                "unit_amount": 1.0,
+                "account_id": self.analytic_account.id,
+            }
+        )
+        # Associate a task to the first ticket
+        ticket_1.task_id = self.task.id
+        ticket_1._onchange_task_id()
+        # Create a second ticket
+        ticket_2 = self.HelpdeskTicket.create(
+            {"name": "Test Ticket 2", "description": "My 2nd ticket"}
+        )
+        # Log time on the second ticket
+        second_timesheet = self.AccountAnalyticLine.create(
+            {
+                "name": "Second Time Entry",
+                "ticket_id": ticket_2.id,
+                "unit_amount": 2.0,
+                "account_id": self.analytic_account.id,
+            }
+        )
+        # Associate the same task to the second ticket
+        ticket_2.task_id = self.task.id
+        ticket_2._onchange_task_id()
+
+        # Check that both timesheets are linked to the task
+        self.assertIn(first_timesheet, self.task.timesheet_ids)
+        self.assertIn(second_timesheet, self.task.timesheet_ids)
+
+    def test_timesheet_moved_between_tasks(self):
+        # Create a second task
+        task_2 = self.ProjectTask.create(
+            {"name": "Second Task", "project_id": self.project.id}
+        )
+
+        # Create a ticket
+        ticket = self.HelpdeskTicket.create(
+            {"name": "Test Ticket", "description": "My ticket"}
+        )
+
+        # Log time on the ticket
+        timesheet = self.AccountAnalyticLine.create(
+            {
+                "name": "Time Entry for Moving",
+                "ticket_id": ticket.id,
+                "unit_amount": 1.0,
+                "account_id": self.analytic_account.id,
+            }
+        )
+
+        # Associate the first task with the ticket
+        ticket.task_id = self.task.id
+        ticket._onchange_task_id()
+
+        # Associate the second task with the ticket
+        ticket.task_id = task_2.id
+        ticket._onchange_task_id()
+
+        # Check if timesheet is moved to the second task
+        self.assertNotIn(timesheet, self.task.timesheet_ids)
+        self.assertIn(timesheet, task_2.timesheet_ids)
+
+    def test_timesheet_already_invoiced_are_not_moved(self):
+        journal = self.env["account.journal"].create(
+            {"name": "My journal", "code": "test", "type": "bank"}
+        )
+        account_move = self.AccountMove.create(
+            {"move_type": "entry", "journal_id": journal.id}
+        )
+        # Create a ticket
+        ticket = self.HelpdeskTicket.create(
+            {"name": "Test Ticket", "description": "My ticket"}
+        )
+
+        # Log already invoiced timesheet on the ticket
+        already_invoiced_timesheet = self.AccountAnalyticLine.create(
+            {
+                "name": "Already Invoiced Time Entry",
+                "ticket_id": ticket.id,
+                "unit_amount": 1.0,
+                "account_id": self.analytic_account.id,
+                "timesheet_invoice_id": account_move.id,
+            }
+        )
+
+        # Log not invoiced timesheet on the ticket
+        not_invoiced_timesheet = self.AccountAnalyticLine.create(
+            {
+                "name": "Not Invoiced Time Entry",
+                "ticket_id": ticket.id,
+                "unit_amount": 2.0,
+                "account_id": self.analytic_account.id,
+            }
+        )
+
+        # Associate a task with the ticket
+        ticket.task_id = self.task.id
+        ticket._onchange_task_id()
+
+        # Check already invoiced timesheet has not been moved
+        self.assertNotIn(already_invoiced_timesheet, self.task.timesheet_ids)
+        self.assertIn(not_invoiced_timesheet, self.task.timesheet_ids)