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====================== | ||
Project Forecast Lines | ||
====================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:f6a3feb1d9b6593b5322c73cc13b475f38f01898496e691b2b2efc14fe320404 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Alpha | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fproject-lightgray.png?logo=github | ||
:target: https://github.com/OCA/project/tree/16.0/project_forecast_line | ||
:alt: OCA/project | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/project-16-0/project-16-0-project_forecast_line | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/project&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows to plan your resources using forecast lines. | ||
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For each employee of the company, the module will generate forecast line | ||
records with a positive capacity based on their working time schedules. Then, | ||
tasks assigned to employees will generate forecast lines with a negative | ||
capacity which will "consume" the work time capacity of the employees. | ||
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The idea is that you can then see the work capacity and scheduled work of | ||
people by summing the "forecasts" per time period. If you have more resources | ||
(positive forecast) than work (negative forecast) you will have a positive net | ||
sum. Otherwise you are in trouble and need to recruit or reschedule your | ||
work. Another way to use the report is checking when the work capacity of a | ||
department becomes positive (or high enough) in order to provide you potential | ||
customers with an estimate of when a project would be able to start. | ||
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Forecast lines also come in two states "forecast" or "confirmed", depending on | ||
whether the consumption is confirmed or not. For instance, holidays requests | ||
and sales quotation lines create lines of type "forecast", whereas tasks for | ||
project which are in a running state create lines with type "confirmed". | ||
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To get the best experience using the Forecast application you may want to install: | ||
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* project_forecast_line_holidays_public module which takes public holidays into | ||
account during forecast lines creation | ||
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* project_forecast_line_bokeh_chart module which improves the reports of | ||
project_forecast_line module by using the bokeh widget available in OCA/web | ||
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.. IMPORTANT:: | ||
This is an alpha version, the data model and design can change at any time without warning. | ||
Only for development or testing purpose, do not use in production. | ||
`More details on development status <https://odoo-community.org/page/development-status>`_ | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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Forecast lines have the following data: | ||
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* Forecast hours: it is positive for resources (employees) and negative for | ||
things which consume time (project tasks, for instance) | ||
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* From and To date which are the beginning and ending of the period of the | ||
capacity | ||
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* Consolidated forecast: this is a computed field, which is computed as follows: | ||
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* for costs (project tasks for instance) we take the absolute value of the | ||
forecast hours (so it is a positive number) | ||
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* for resources (employee capacity for a period), we take the capacity and | ||
substract all the costs for that employee on the same period. So it will be | ||
positive if the employee still has some free time, and negative if he is | ||
overloaded with work. | ||
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* this consolidated forecast is currently converted to days to ease | ||
readability of the forecast report | ||
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Objects creating forecast lines: | ||
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* employees with a forecast role will create forecast line with a positive | ||
capacity and type "confirmed" for each day on which they work. This | ||
information comes from their work calendar, and the different roles that are | ||
linked to the employee. | ||
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* draft sale orders (if enabled in the settings) will create forecast lines of | ||
type "forecast" for each sale order line having a product with a forecast | ||
role and start and end dates. The forecast hours are negative | ||
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* confirmed sale orders don't create forecast lines. This is handled by the | ||
tasks created at the confirmation of the sale order | ||
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* project tasks create forecast lines if they have a linked role and planned start/end | ||
dates. The type of the line will depend on the related project's stage. The | ||
`forecast_hours` field is based on the remaining time of the task, which is spread | ||
on the work days of the planned start and end date of the task. If the | ||
current date is in the middle of the planned duration of the task, it is used | ||
as the start date. If the planned end date is in the past the task does not | ||
generate forecast lines (and you need to fix your planning). In case multiple | ||
employees are assigned to the task the forecast is split equally between | ||
them. | ||
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* holiday requests create negative forecast lines with type "forecast" when | ||
they are pending manager validation. | ||
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* Validated holiday requests do not generate forecast lines, as they alter the | ||
work calendar of the employee: the employee will not have a positive line | ||
associated to his leave days. | ||
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The creation of forecast lines is done either in real time when some actions | ||
are performed by the user (requesting leaves, updating the remaining time on a | ||
project task, timesheeting) and also via a cron that runs on a daily basis. The | ||
cron is required to cleanup lines related to dates in the past and to recompute | ||
the lines related to project tasks by computing the ratio of remaing time on | ||
the tasks on the remaining days, for tasks which are in progress. So, to start | ||
using consolidated forecast report you first need to set everything mentioned | ||
in Usage section. Then, probably run Forecast recomputation cron manually from | ||
Scheduled Actions or wait till cron creates records. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/project/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/project/issues/new?body=module:%20project_forecast_line%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Camptocamp SA | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Alexandre Fayolle <[email protected]> | ||
* Maksym Yankin <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/project <https://github.com/OCA/project/tree/16.0/project_forecast_line>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models |
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# Copyright 2022 Camptocamp SA | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Project Forecast Lines", | ||
"summary": "Project Forecast Lines", | ||
"version": "16.0.1.0.0", | ||
"author": "Camptocamp SA, Odoo Community Association (OCA)", | ||
"license": "AGPL-3", | ||
"category": "Project", | ||
"website": "https://github.com/OCA/project", | ||
"depends": ["sale_timesheet", "sale_project", "hr_holidays"], | ||
"data": [ | ||
"security/forecast_line_security.xml", | ||
"security/ir.model.access.csv", | ||
"views/sale_order_views.xml", | ||
"views/hr_employee_views.xml", | ||
"views/forecast_line_views.xml", | ||
"views/forecast_role_views.xml", | ||
"views/product_views.xml", | ||
"views/project_task_views.xml", | ||
"views/project_project_stage_views.xml", | ||
"views/res_config_settings_views.xml", | ||
"data/ir_cron.xml", | ||
"data/project_data.xml", | ||
], | ||
"demo": [ | ||
"demo/res_users.xml", | ||
"demo/forecast_role.xml", | ||
"demo/hr_job.xml", | ||
"demo/hr_employee.xml", | ||
"demo/product.xml", | ||
"demo/project.xml", | ||
"demo/sale.xml", | ||
], | ||
"installable": True, | ||
"development_status": "Alpha", | ||
"application": True, | ||
} |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<record id="cron_forecast_lines" model="ir.cron"> | ||
<field name="name">Forecast recomputation</field> | ||
<field name="model_id" ref="project_forecast_line.model_forecast_line" /> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field name="state">code</field> | ||
<field name="code">model._cron_recompute_all()</field> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">days</field> | ||
<field name="numbercall">-1</field> | ||
<field name="doall" eval="False" /> | ||
</record> | ||
</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<!-- Project Stages --> | ||
<record id="project.project_project_stage_0" model="project.project.stage"> | ||
<field name="forecast_line_type">forecast</field> | ||
</record> | ||
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<record id="project.project_project_stage_1" model="project.project.stage"> | ||
<field name="forecast_line_type">confirmed</field> | ||
</record> | ||
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<record id="project.project_project_stage_2" model="project.project.stage"> | ||
<field name="forecast_line_type" /> | ||
</record> | ||
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<record id="project.project_project_stage_3" model="project.project.stage"> | ||
<field name="forecast_line_type" /> | ||
</record> | ||
</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<record id="forecast_role_pm" model="forecast.role"> | ||
<field name="name">Project Manager</field> | ||
<field name="description">Takes care of project management tasks</field> | ||
</record> | ||
<record id="forecast_role_consultant" model="forecast.role"> | ||
<field name="name">Consultant</field> | ||
<field name="description">Takes care of business analysis</field> | ||
</record> | ||
<record id="forecast_role_dev" model="forecast.role"> | ||
<field name="name">Software Development</field> | ||
<field name="description">Takes care of writing code and solving bugs</field> | ||
</record> | ||
</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<record id="role_employee_mit" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_mit" /> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
<record id="role_employee_niv" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_niv" /> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
<record id="role_employee_stw" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_stw" /> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
<record id="role_employee_chs" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_chs" /> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
<record id="role_employee_qdp" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_qdp" /> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
<record id="role_employee_fme" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_fme" /> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
<record id="role_employee_fpi_consultant" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_fpi" /> | ||
<field name="role_id" ref="forecast_role_consultant" /> | ||
<field name="rate" eval="60" /> | ||
</record> | ||
<record id="role_employee_fpi_pm" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_fpi" /> | ||
<field name="role_id" ref="forecast_role_pm" /> | ||
<field name="rate" eval="40" /> | ||
</record> | ||
<record id="role_employee_jth" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_jth" /> | ||
<field name="role_id" ref="forecast_role_consultant" /> | ||
</record> | ||
<record id="role_employee_han" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_han" /> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
<record id="role_employee_jve" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_jve" /> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
<record id="role_employee_jep" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_jep" /> | ||
<field name="role_id" ref="forecast_role_consultant" /> | ||
</record> | ||
<record id="role_employee_jog" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_jog" /> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
<record id="role_employee_jgo" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_jgo" /> | ||
<field name="role_id" ref="forecast_role_consultant" /> | ||
</record> | ||
<record id="role_employee_hne" model="hr.employee.forecast.role"> | ||
<field name="employee_id" ref="hr.employee_hne" /> | ||
<field name="role_id" ref="forecast_role_consultant" /> | ||
</record> | ||
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</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<record id="hr.job_consultant" model="hr.job"> | ||
<field name="role_id" ref="forecast_role_consultant" /> | ||
</record> | ||
<record id="hr.job_developer" model="hr.job"> | ||
<field name="role_id" ref="forecast_role_dev" /> | ||
</record> | ||
</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<record id="product_product_consultant" model="product.product"> | ||
<field name="name">Consultant</field> | ||
<field name="categ_id" ref="product.product_category_1" /> | ||
<field name="standard_price">80</field> | ||
<field name="list_price">120</field> | ||
<field name="detailed_type">service</field> | ||
<field name="uom_id" ref="uom.product_uom_hour" /> | ||
<field name="uom_po_id" ref="uom.product_uom_hour" /> | ||
<field name="forecast_role_id" ref="forecast_role_consultant" /> | ||
<field name="service_tracking">task_in_project</field> | ||
<field name="service_policy">delivered_timesheet</field> | ||
</record> | ||
<record id="product_product_pm" model="product.product"> | ||
<field name="name">Project Manager</field> | ||
<field name="categ_id" ref="product.product_category_1" /> | ||
<field name="standard_price">950</field> | ||
<field name="list_price">150</field> | ||
<field name="detailed_type">service</field> | ||
<field name="uom_id" ref="uom.product_uom_hour" /> | ||
<field name="uom_po_id" ref="uom.product_uom_hour" /> | ||
<field name="forecast_role_id" ref="forecast_role_pm" /> | ||
<field name="service_tracking">task_in_project</field> | ||
<field name="service_policy">delivered_timesheet</field> | ||
</record> | ||
<record id="product_product_dev" model="product.product"> | ||
<field name="name">Software Developer</field> | ||
<field name="categ_id" ref="product.product_category_1" /> | ||
<field name="standard_price">80</field> | ||
<field name="list_price">120</field> | ||
<field name="detailed_type">service</field> | ||
<field name="uom_id" ref="uom.product_uom_hour" /> | ||
<field name="uom_po_id" ref="uom.product_uom_hour" /> | ||
<field name="forecast_role_id" ref="forecast_role_dev" /> | ||
<field name="service_tracking">task_in_project</field> | ||
<field name="service_policy">delivered_timesheet</field> | ||
</record> | ||
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</odoo> |
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