[MIG] maintenance_create_requests_from_project_task: Migration to 18.0

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Stéphan Sainléger
2026-03-17 22:01:39 +01:00
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maintenance_create_requests_from_project_task
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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.