diff --git a/maintenance_create_requests_from_project_task/README.md b/maintenance_create_requests_from_project_task/README.md new file mode 100644 index 0000000..0f522fe --- /dev/null +++ b/maintenance_create_requests_from_project_task/README.md @@ -0,0 +1,92 @@ +============================================ +maintenance_create_requests_from_project_task +============================================ + +This module allows the bulk creation of maintenance requests directly from a +project task. It is particularly useful when a task requires maintenance +actions on multiple equipment items simultaneously. + +Key features: + +- **Bulk creation**: Create multiple maintenance requests at once from a task +- **Equipment filtering**: Use domain filters to select target equipment +- **Smart defaults**: Pre-fills equipment from the task's project +- **Request tracking**: View all maintenance requests linked to a task + +# Installation + +Use Odoo normal module installation procedure to install +`maintenance_create_requests_from_project_task`. + +This module depends on: +- `maintenance` +- `maintenance_project` +- `project` + +# Configuration + +No specific configuration is required. + +# Usage + +## Creating Maintenance Requests from a Task + +1. Go to Project > Tasks +2. Open a task +3. In the action menu (or via the server action), click "Create maintenance requests" +4. A wizard opens with: + - **Task**: The source task (read-only) + - **Title**: The name for all created maintenance requests + - **Equipment Domain**: Filter to select which equipment to target + - By default, shows equipment linked to the task's project + - Use the domain builder to refine the selection + - **Technician**: Assign a technician to all requests + - **Maintenance Type**: Corrective or Preventive + - **Priority**: From Very Low to High + - **Duration**: Estimated duration in hours + - **Scheduled Date**: When the maintenance should occur + - **Description**: Details about the maintenance work +5. Click "Create" +6. All matching equipment will have a maintenance request created +7. You are redirected to the list of created requests + +## Viewing Linked Maintenance Requests + +On the task form: +- A smart button shows the count of open (not done) maintenance requests +- Click it to view all maintenance requests linked to this task + +## Equipment Domain Examples + +- All equipment in the project: `[('project_id', '=', project_id)]` +- Only servers: `[('category_id.name', '=', 'Server')]` +- Equipment needing backup: `[('backup_activated', '=', True)]` +- Combine conditions: `[('project_id', '=', project_id), ('category_id.name', '=', 'Server')]` + +# Known issues / Roadmap + +- Add template support for common maintenance scenarios +- Add option to create a single request for multiple equipment + +# Bug Tracker + +Bugs are tracked on +[our issues website](https://git.elabore.coop/Elabore/maintenance-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 + +## Funders + +The development of this module has been financially supported by: + +- Elabore (https://elabore.coop) + +## Maintainer + +This module is maintained by Elabore. diff --git a/maintenance_create_requests_from_project_task/README.rst b/maintenance_create_requests_from_project_task/README.rst deleted file mode 100644 index 470141b..0000000 --- a/maintenance_create_requests_from_project_task/README.rst +++ /dev/null @@ -1,48 +0,0 @@ -============================================= -maintenance_create_requests_from_project_task -============================================= - -Allow the creation of multiple maintenance requests from a projet task. - -When user click on the button "Create maintenance requests", a wizard appears. -The wizard allows the user to configure the requests and to select the maintenance equipments concerned. -At wizard validation, one or several maintenance requests are created, one for each equipement selected. - -Installation -============ - -Use Odoo normal module installation procedure to install -``maintenance_create_requests_from_project_task``. - -Known issues / Roadmap -====================== - -None yet. - -Bug Tracker -=========== - -Bugs are tracked on `our issues website `_. 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 - -Funders -------- - -The development of this module has been financially supported by: -* Elabore (https://elabore.coop) - - -Maintainer ----------- - -This module is maintained by Elabore. diff --git a/maintenance_create_requests_from_project_task/__manifest__.py b/maintenance_create_requests_from_project_task/__manifest__.py index 91adf6c..264550d 100644 --- a/maintenance_create_requests_from_project_task/__manifest__.py +++ b/maintenance_create_requests_from_project_task/__manifest__.py @@ -3,7 +3,7 @@ { "name": "maintenance_create_requests_from_project_task", - "version": "16.0.1.0.0", + "version": "18.0.1.0.0", "author": "Elabore", "website": "https://elabore.coop", "maintainer": "Stéphan Sainléger", diff --git a/maintenance_create_requests_from_project_task/views/project_task.xml b/maintenance_create_requests_from_project_task/views/project_task.xml index a993973..f86fd51 100644 --- a/maintenance_create_requests_from_project_task/views/project_task.xml +++ b/maintenance_create_requests_from_project_task/views/project_task.xml @@ -11,7 +11,7 @@