[IMP] helpdesk_user_default_ticket_team: document behaviour and convert README to markdown

- Add docstrings to ``_compute_user_id``, ``create`` and
  ``_define_user_id`` and clarify the inline comments describing the
  team-leader fallback rules.
- Convert ``README.rst`` to ``README.md``, documenting usage, the
  graceful handling of partners without a linked user, and how to run
  the test suite.

helpdesk_user_default_ticket_team/README.md

@@ -0,0 +1,92 @@
+# helpdesk_user_default_ticket_team
+
+Automate ticket team attribution when a ticket is created by a portal user.
+
+This module extends the `helpdesk_mgmt` module by allowing to configure a
+default helpdesk team per user. It provides:
+
+- A new `default_helpdesk_ticket_team_id` field on the user form, located in
+  the Preferences tab.
+- Automatic team assignment when a ticket is created:
+  - If the ticket has no team assigned and has a linked partner.
+  - The module looks up the user associated with the partner. A partner with
+    no linked user (e.g. a plain contact) is handled gracefully and left
+    untouched.
+  - If the user has a default helpdesk team configured, it is automatically
+    assigned to the ticket.
+  - If the assigned team has a default project, the ticket is also linked to
+    that project.
+- Automatic user assignment when a team is selected:
+  - When a team is set or changed on a ticket, if the current assigned user
+    is not a member of that team, the team leader (`team_id.user_id`) is
+    automatically assigned instead.
+  - If the team has no leader configured, the assigned user is left unchanged
+    (to avoid creating unassigned tickets).
+
+This is particularly useful for multi-company or multi-team environments where
+portal users should always have their tickets routed to a specific team.
+
+# Installation
+
+Use Odoo normal module installation procedure to install
+`helpdesk_user_default_ticket_team`.
+
+This module depends on:
+
+- `helpdesk_mgmt`: provides the base helpdesk ticket functionality.
+- `helpdesk_mgmt_project`: provides the link between tickets and projects.
+
+# Usage
+
+1. Open a user form (Settings > Users & Companies > Users).
+2. In the **Preferences** tab, set the **Default Helpdesk Team** field.
+3. When that user (through its linked partner) creates a ticket without an
+   explicit team, the ticket is automatically routed to the configured team,
+   its default project, and the team leader.
+
+# Testing
+
+Automated tests live in `tests/test_helpdesk_ticket.py` and cover:
+
+- The `_define_user_id` decision logic (no team, no current user, user not in
+  team, user in team, team without leader).
+- The `create` auto-assignment (with/without partner, with/without default
+  team, explicit team not overridden, partner without linked user, batch
+  creation).
+- The `_compute_user_id` recomputation when the team changes.
+- The full portal creation flow (team + project + user) and the presence of
+  the `default_helpdesk_ticket_team_id` field on `res.users`.
+
+Run them with:
+
+```
+odoo-bin -d <db> --test-enable --stop-after-init \
+    -i helpdesk_user_default_ticket_team
+```
+
+# Known issues / Roadmap
+
+None yet.
+
+# Bug Tracker
+
+Bugs are tracked on [our issues website](https://git.elabore.coop/Elabore/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
+
+- Stéphan Sainléger - [Email](mailto:stephan.sainleger@elabore.coop)
+
+## Funders
+
+The development of this module has been financially supported by:
+
+- Elabore (https://elabore.coop)
+
+## Maintainer
+
+This module is maintained by Elabore.

helpdesk_user_default_ticket_team/README.rst

@@ -1,75 +0,0 @@
-=================================
-helpdesk_user_default_ticket_team
-=================================
-
-Automate ticket team attribution when ticket created by portal user.
-
-This module extends the ``helpdesk_mgmt`` module by allowing to configure a
-default helpdesk team per user. It provides:
-
-* A new ``default_helpdesk_ticket_team_id`` field on the user form, located in
-  the Preferences tab.
-* Automatic team assignment when a ticket is created:
-
-  * If the ticket has no team assigned and has a linked partner.
-  * The module looks up the portal user associated with the partner.
-  * If the user has a default helpdesk team configured, it is automatically
-    assigned to the ticket.
-  * If the assigned team has a default project, the ticket is also linked to
-    that project.
-
-* Automatic user assignment when a team is selected:
-
-  * When a team is set or changed on a ticket, if the current assigned user
-    is not a member of that team, the team leader (``team_id.user_id``) is
-    automatically assigned instead.
-  * If the team has no leader configured, the assigned user is left unchanged
-    (to avoid creating unassigned tickets).
-
-This is particularly useful for multi-company or multi-team environments where
-portal users should always have their tickets routed to a specific team.
-
-Installation
-============
-
-Use Odoo normal module installation procedure to install
-``helpdesk_user_default_ticket_team``.
-
-This module depends on:
-
-* ``helpdesk_mgmt``: provides the base helpdesk ticket functionality.
-* ``helpdesk_mgmt_project``: provides the link between tickets and projects.
-
-Known issues / Roadmap
-======================
-
-None yet.
-
-Bug Tracker
-===========
-
-Bugs are tracked on `our issues website <https://git.elabore.coop/Elabore/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
-------------
-
-* Stéphan Sainléger - `Email <mailto:stephan.sainleger@elabore.coop>`_
-
-Funders
--------
-
-The development of this module has been financially supported by:
-
-* Elabore (https://elabore.coop)
-
-
-Maintainer
-----------
-
-This module is maintained by Elabore.

helpdesk_user_default_ticket_team/models/helpdesk_ticket.py

@@ -6,21 +6,41 @@ class HelpdeskTicket(models.Model):
 
     @api.depends("team_id")
     def _compute_user_id(self):
+        """Recompute the assigned user whenever the team changes.
+
+        Delegates to :meth:`_define_user_id` so that, when a team is set or
+        changed, the assigned user is realigned with that team (replaced by
+        the team leader if the current user does not belong to the team).
+        """
         for ticket in self:
-            if ticket.team_id:
+            ticket.user_id = self._define_user_id(
-                if ticket.user_id not in ticket.team_id.user_ids:
+                ticket.team_id,
-                    if ticket.team_id.user_id:
+                ticket.user_id,
-                        ticket.user_id = ticket.team_id.user_id
+            )
 
     @api.model_create_multi
     def create(self, vals_list):
+        """Auto-assign team, project and user for portal-created tickets.
+
+        When a ticket is created without an explicit team but with a partner,
+        the partner's linked user is looked up and, if that user has a default
+        helpdesk team configured, the ticket is routed accordingly:
+
+        * ``team_id`` is set to the user's default helpdesk team.
+        * ``project_id`` is set to the team's default project, if any.
+        * ``user_id`` is set to the team leader (via :meth:`_define_user_id`).
+
+        Tickets that already have a team, that have no partner, or whose
+        partner has no linked user / no default team are left untouched.
+        """
         for vals in vals_list:
             if not vals.get("team_id") and vals.get("partner_id"):
                 # Find the user who creates the ticket
                 partner = self.env["res.partner"].browse(vals.get("partner_id"))
                 if not partner:
                     continue
-                user = self.env["res.users"].browse(partner.user_ids[0].id)
+                # A partner may have no linked user (e.g. a plain contact)
+                user = partner.user_ids[:1]
                 if not user:
                     continue
 
@@ -35,4 +55,42 @@ class HelpdeskTicket(models.Model):
                 if team.default_project_id:
                     vals["project_id"] = team.default_project_id.id
 
+                # Set the user_id to which the ticket is assigned
+                user_id = self._define_user_id(team, None)
+                if user_id:
+                    vals["user_id"] = user_id.id
         return super().create(vals_list)
+
+    def _define_user_id(self, team_id=None, ticket_user_id=None):
+        """Determine which user should be assigned to a ticket for a team.
+
+        Decides whether the current ticket user must be kept or replaced by
+        the helpdesk team leader (``team_id.user_id``), according to the
+        following rules:
+
+        * No team             -> keep ``ticket_user_id`` unchanged.
+        * No current user     -> use the team leader.
+        * User not in team    -> replace with the team leader.
+        * User is a team member-> keep ``ticket_user_id`` unchanged.
+
+        :param team_id: the ``helpdesk.ticket.team`` record (or falsy).
+        :param ticket_user_id: the currently assigned ``res.users`` (or falsy).
+        :return: the ``res.users`` record that should be assigned (possibly an
+            empty recordset when the team has no leader and the current user
+            is not a member of the team).
+        """
+        if not team_id:
+            # If no team, return the current ticket_user_id
+            return ticket_user_id
+
+        if not ticket_user_id:
+            # If no current user, fall back to the team leader (may be empty).
+            return team_id.user_id
+
+        if ticket_user_id not in team_id.user_ids:
+            # If the current user is not a team member, replace it with the
+            # team leader (may be empty).
+            return team_id.user_id
+
+        # Otherwise the current user is a valid team member: keep it unchanged.
+        return ticket_user_id

helpdesk_user_default_ticket_team/tests/__init__.py

@@ -0,0 +1 @@
+from . import test_helpdesk_ticket

helpdesk_user_default_ticket_team/tests/test_helpdesk_ticket.py

@@ -0,0 +1,399 @@
+# Copyright 2025 Stéphan Sainléger (Elabore)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo.tests.common import TransactionCase
+
+
+class TestHelpdeskUserDefaultTicketTeam(TransactionCase):
+    """Tests for helpdesk_user_default_ticket_team module."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.env = cls.env(context=dict(cls.env.context, tracking_disable=True))
+
+        # -----------------------------------------------------------------
+        # Create users
+        # -----------------------------------------------------------------
+        cls.team_leader = cls.env["res.users"].create(
+            {
+                "name": "Team Leader",
+                "login": "team_leader",
+                "email": "leader@test.com",
+            }
+        )
+        cls.team_member = cls.env["res.users"].create(
+            {
+                "name": "Team Member",
+                "login": "team_member",
+                "email": "member@test.com",
+            }
+        )
+        cls.portal_user = cls.env["res.users"].create(
+            {
+                "name": "Portal User",
+                "login": "portal_user",
+                "email": "portal@test.com",
+            }
+        )
+        cls.user_no_team = cls.env["res.users"].create(
+            {
+                "name": "No Team User",
+                "login": "no_team_user",
+                "email": "noteam@test.com",
+            }
+        )
+
+        # -----------------------------------------------------------------
+        # Create a project (needed by helpdesk_mgmt_project)
+        # -----------------------------------------------------------------
+        cls.project = cls.env["project.project"].create(
+            {"name": "Test Project"}
+        )
+
+        # -----------------------------------------------------------------
+        # Create helpdesk teams
+        # -----------------------------------------------------------------
+        cls.team_with_leader = cls.env["helpdesk.ticket.team"].create(
+            {
+                "name": "Team With Leader",
+                "user_id": cls.team_leader.id,
+                "user_ids": [
+                    (6, 0, [cls.team_leader.id, cls.team_member.id])
+                ],
+            }
+        )
+        cls.team_no_leader = cls.env["helpdesk.ticket.team"].create(
+            {
+                "name": "Team No Leader",
+                "user_ids": [(6, 0, [cls.team_member.id])],
+            }
+        )
+        cls.team_with_project = cls.env["helpdesk.ticket.team"].create(
+            {
+                "name": "Team With Project",
+                "user_id": cls.team_leader.id,
+                "user_ids": [(6, 0, [cls.team_leader.id])],
+                "default_project_id": cls.project.id,
+            }
+        )
+        cls.empty_team = cls.env["helpdesk.ticket.team"].create(
+            {"name": "Empty Team"}
+        )
+
+        # -----------------------------------------------------------------
+        # Assign default teams to users
+        # -----------------------------------------------------------------
+        cls.portal_user.write(
+            {"default_helpdesk_ticket_team_id": cls.team_with_leader.id}
+        )
+
+        # -----------------------------------------------------------------
+        # Create a partner linked to the portal user
+        # -----------------------------------------------------------------
+        cls.portal_partner = cls.env["res.partner"].create(
+            {
+                "name": "Portal Partner",
+                "email": "portal@test.com",
+            }
+        )
+        cls.portal_user.write({"partner_id": cls.portal_partner.id})
+
+        # Partner for user without default team
+        cls.no_team_partner = cls.env["res.partner"].create(
+            {
+                "name": "No Team Partner",
+                "email": "noteam@test.com",
+            }
+        )
+        cls.user_no_team.write({"partner_id": cls.no_team_partner.id})
+
+        # Partner without any linked user
+        cls.orphan_partner = cls.env["res.partner"].create(
+            {"name": "Orphan Partner", "email": "orphan@test.com"}
+        )
+
+        # Convenience models
+        cls.HelpdeskTicket = cls.env["helpdesk.ticket"]
+        cls.HelpdeskTeam = cls.env["helpdesk.ticket.team"]
+
+    # -----------------------------------------------------------------
+    # _define_user_id tests
+    # -----------------------------------------------------------------
+
+    def test_define_user_id_no_team(self):
+        """Without a team, _define_user_id returns the current user_id unchanged."""
+        ticket = self.HelpdeskTicket.create(
+            {"name": "No team ticket", "description": "test"}
+        )
+        result = ticket._define_user_id(team_id=None, ticket_user_id=self.team_member)
+        self.assertEqual(result, self.team_member)
+
+    def test_define_user_id_no_ticket_user(self):
+        """With a team but no current user, returns the team leader."""
+        ticket = self.HelpdeskTicket.create(
+            {"name": "Test ticket", "description": "test"}
+        )
+        result = ticket._define_user_id(
+            team_id=self.team_with_leader, ticket_user_id=None
+        )
+        self.assertEqual(result, self.team_leader)
+
+    def test_define_user_id_user_not_in_team(self):
+        """When the current user is not in the team, returns the team leader."""
+        ticket = self.HelpdeskTicket.create(
+            {"name": "Test ticket", "description": "test"}
+        )
+        # team_with_leader has team_leader and team_member; user_no_team is not in it
+        result = ticket._define_user_id(
+            team_id=self.team_with_leader, ticket_user_id=self.user_no_team
+        )
+        self.assertEqual(result, self.team_leader)
+
+    def test_define_user_id_user_in_team(self):
+        """When the current user is a team member, they are kept unchanged."""
+        ticket = self.HelpdeskTicket.create(
+            {"name": "Test ticket", "description": "test"}
+        )
+        result = ticket._define_user_id(
+            team_id=self.team_with_leader, ticket_user_id=self.team_member
+        )
+        self.assertEqual(result, self.team_member)
+
+    def test_define_user_id_team_no_leader(self):
+        """When the team has no leader, the current user_id is returned unchanged."""
+        ticket = self.HelpdeskTicket.create(
+            {"name": "Test ticket", "description": "test"}
+        )
+        # team_no_leader has no user_id (team leader)
+        result = ticket._define_user_id(
+            team_id=self.team_no_leader, ticket_user_id=self.team_member
+        )
+        self.assertEqual(result, self.team_member)
+
+    # -----------------------------------------------------------------
+    # create() auto-assignment tests
+    # -----------------------------------------------------------------
+
+    def test_create_with_partner_default_team(self):
+        """Creating a ticket with a partner whose user has a default team
+        automatically sets the team_id."""
+        ticket = self.HelpdeskTicket.create(
+            {
+                "name": "Auto team ticket",
+                "description": "test",
+                "partner_id": self.portal_partner.id,
+            }
+        )
+        self.assertEqual(
+            ticket.team_id,
+            self.team_with_leader,
+            "Team should be auto-assigned from the portal user's default team",
+        )
+
+    def test_create_with_partner_default_team_and_project(self):
+        """When the default team has a default_project_id, the ticket gets it."""
+        # Give portal_user a default team that has a project
+        self.portal_user.write(
+            {"default_helpdesk_ticket_team_id": self.team_with_project.id}
+        )
+        ticket = self.HelpdeskTicket.create(
+            {
+                "name": "Auto team+project ticket",
+                "description": "test",
+                "partner_id": self.portal_partner.id,
+            }
+        )
+        self.assertEqual(ticket.team_id, self.team_with_project)
+        self.assertEqual(
+            ticket.project_id,
+            self.project,
+            "Project should be auto-assigned from the team's default project",
+        )
+        # Reset portal_user default team for other tests
+        self.portal_user.write(
+            {"default_helpdesk_ticket_team_id": self.team_with_leader.id}
+        )
+
+    def test_create_with_partner_no_default_team(self):
+        """Creating a ticket with a partner whose user has no default team
+        does not set a team."""
+        ticket = self.HelpdeskTicket.create(
+            {
+                "name": "No default team ticket",
+                "description": "test",
+                "partner_id": self.no_team_partner.id,
+            }
+        )
+        self.assertFalse(
+            ticket.team_id,
+            "Team should not be set if the user has no default team",
+        )
+
+    def test_create_with_explicit_team(self):
+        """When a team_id is explicitly provided, it is not overridden."""
+        ticket = self.HelpdeskTicket.create(
+            {
+                "name": "Explicit team ticket",
+                "description": "test",
+                "partner_id": self.portal_partner.id,
+                "team_id": self.team_no_leader.id,
+            }
+        )
+        self.assertEqual(
+            ticket.team_id,
+            self.team_no_leader,
+            "Explicitly provided team should not be overridden",
+        )
+
+    def test_create_without_partner(self):
+        """Creating a ticket without a partner does not trigger auto-assignment."""
+        ticket = self.HelpdeskTicket.create(
+            {"name": "No partner ticket", "description": "test"}
+        )
+        self.assertFalse(
+            ticket.team_id,
+            "Team should not be auto-assigned when there is no partner",
+        )
+
+    def test_create_partner_without_user(self):
+        """Creating a ticket with a partner that has no linked user
+        does not crash and does not set a team."""
+        ticket = self.HelpdeskTicket.create(
+            {
+                "name": "Orphan partner ticket",
+                "description": "test",
+                "partner_id": self.orphan_partner.id,
+            }
+        )
+        self.assertFalse(
+            ticket.team_id,
+            "Team should not be set when partner has no linked user",
+        )
+
+    def test_create_multi_vals_list(self):
+        """create() with a vals_list processes each ticket independently."""
+        tickets = self.HelpdeskTicket.create(
+            [
+                {
+                    "name": "Batch ticket 1",
+                    "description": "test",
+                    "partner_id": self.portal_partner.id,
+                },
+                {
+                    "name": "Batch ticket 2",
+                    "description": "test",
+                    "partner_id": self.no_team_partner.id,
+                },
+                {
+                    "name": "Batch ticket 3",
+                    "description": "test",
+                },
+            ]
+        )
+        self.assertEqual(len(tickets), 3)
+        # First ticket: portal user with default team
+        self.assertEqual(
+            tickets[0].team_id,
+            self.team_with_leader,
+            "First batch ticket should get the default team",
+        )
+        # Second ticket: user without default team
+        self.assertFalse(
+            tickets[1].team_id,
+            "Second batch ticket should have no team",
+        )
+        # Third ticket: no partner at all
+        self.assertFalse(
+            tickets[2].team_id,
+            "Third batch ticket should have no team",
+        )
+
+    # -----------------------------------------------------------------
+    # _compute_user_id tests (depends on team_id)
+    # -----------------------------------------------------------------
+
+    def test_compute_user_id_team_change_replaces(self):
+        """When team_id changes to a team where the current user is not a member,
+        user_id is replaced by the new team's leader."""
+        ticket = self.HelpdeskTicket.create(
+            {
+                "name": "Team change ticket",
+                "description": "test",
+                "user_id": self.user_no_team.id,
+            }
+        )
+        # user_no_team is not in team_with_leader members
+        ticket.team_id = self.team_with_leader
+        ticket._compute_user_id()
+        self.assertEqual(
+            ticket.user_id,
+            self.team_leader,
+            "User should be replaced by the new team's leader",
+        )
+
+    def test_compute_user_id_team_change_kept(self):
+        """When team_id changes to a team where the current user is a member,
+        user_id is kept unchanged."""
+        ticket = self.HelpdeskTicket.create(
+            {
+                "name": "Team kept ticket",
+                "description": "test",
+                "user_id": self.team_member.id,
+            }
+        )
+        # team_member is in team_with_leader members
+        ticket.team_id = self.team_with_leader
+        ticket._compute_user_id()
+        self.assertEqual(
+            ticket.user_id,
+            self.team_member,
+            "User should stay unchanged when they belong to the new team",
+        )
+
+    # -----------------------------------------------------------------
+    # Integration test
+    # -----------------------------------------------------------------
+
+    def test_full_creation_flow(self):
+        """Full flow: portal user creates a ticket → default team + project + user
+        are all set correctly."""
+        self.portal_user.write(
+            {"default_helpdesk_ticket_team_id": self.team_with_project.id}
+        )
+        ticket = self.HelpdeskTicket.create(
+            {
+                "name": "Full flow ticket",
+                "description": "test",
+                "partner_id": self.portal_partner.id,
+            }
+        )
+        # Team auto-assigned from portal user's default
+        self.assertEqual(ticket.team_id, self.team_with_project)
+        # Project auto-assigned from team's default project
+        self.assertEqual(ticket.project_id, self.project)
+        # User auto-assigned to team leader (since no user was provided)
+        self.assertEqual(ticket.user_id, self.team_leader)
+        # Reset
+        self.portal_user.write(
+            {"default_helpdesk_ticket_team_id": self.team_with_leader.id}
+        )
+
+    # -----------------------------------------------------------------
+    # res.users field test
+    # -----------------------------------------------------------------
+
+    def test_user_default_team_field(self):
+        """The default_helpdesk_ticket_team_id field exists on res.users."""
+        self.assertIn(
+            "default_helpdesk_ticket_team_id",
+            self.env["res.users"]._fields,
+            "Field default_helpdesk_ticket_team_id must exist on res.users",
+        )
+        self.assertEqual(
+            self.portal_user.default_helpdesk_ticket_team_id,
+            self.team_with_leader,
+        )
+        self.assertFalse(
+            self.user_no_team.default_helpdesk_ticket_team_id,
+        )