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[FIX] Modify how employee attedance is computed #19

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7803c4b
[15.0][ADD] project_forecast_line
yankinmax Jul 18, 2022
c457f79
[UPD] Update project_forecast_line.pot
Aug 17, 2022
e497ec2
[UPD] README.rst
OCA-git-bot Aug 17, 2022
6431bd4
project_forecast_line: improve documentation
gurneyalex Aug 17, 2022
24c1773
[UPD] README.rst
OCA-git-bot Aug 31, 2022
f128018
project_forecast_line 15.0.1.0.1
OCA-git-bot Aug 31, 2022
85e584d
[FIX] project_forecast_line consolidated capacity
gurneyalex Aug 31, 2022
bb0f923
project_forecast_line 15.0.1.0.2
OCA-git-bot Sep 2, 2022
444d74d
[15.0][FIX] project_forecast_line: take roles into account on calc
yankinmax Aug 30, 2022
233c9fe
[15.0][IMP] project_forecast_line: setting to control consumption states
yankinmax Sep 5, 2022
9802427
bump version after clicking on merge by mistake
gurneyalex Sep 5, 2022
1079bb7
[UPD] Update project_forecast_line.pot
Sep 5, 2022
c1c2b03
Update translation files
oca-transbot Sep 5, 2022
3256f18
[15.0][FIX] project_forecast_line: add missing access rights
yankinmax Sep 7, 2022
bd291f9
[UPD] README.rst
OCA-git-bot Sep 12, 2022
f65c285
project_forecast_line 15.0.1.0.4
OCA-git-bot Sep 12, 2022
d45e8b0
[FIX] project_forecast_line: error in consolidated capacity
gurneyalex Sep 13, 2022
0b50543
project_forecast_line 15.0.1.0.5
OCA-git-bot Sep 19, 2022
1f728d8
Revert "[15.0][IMP] project_forecast_line: setting to control consump…
yankinmax Sep 15, 2022
b37316c
[FIX] project_forecast_line:
yankinmax Sep 15, 2022
f2ec94a
[FIX] project_forecast_line: give sudo rights on hr.leave to create f…
yankinmax Sep 16, 2022
b067ec3
fix the computation of the field and the tests
gurneyalex Oct 11, 2022
bfd2a4d
[UPD] Update project_forecast_line.pot
Oct 12, 2022
3d25d8c
project_forecast_line 15.0.1.1.0
OCA-git-bot Oct 12, 2022
8d936a6
Update translation files
oca-transbot Oct 12, 2022
d1d3cf6
[15.0][IMP] project_forecast_line:
yankinmax Oct 18, 2022
3ab3bef
[15.0][IMP] project_forecast_line:
yankinmax Oct 20, 2022
c5aec3d
[IMP] Reorder search filters
yankinmax Nov 2, 2022
23ef2bc
project_forecast_line 15.0.1.1.1
OCA-git-bot Nov 10, 2022
d4c8a6d
[15.0][UPD] project_forecast_line: update forecast lines even if empl…
yankinmax Nov 21, 2022
c3a7a54
project_forecast_line 15.0.1.1.2
OCA-git-bot Dec 1, 2022
707a718
project_forecast_line: add demo data
gurneyalex Oct 11, 2022
befb4c4
fix: check on employee main role computation
gurneyalex Oct 12, 2022
325296d
[UPD] Update project_forecast_line.pot
Dec 1, 2022
d703f7b
project_forecast_line 15.0.1.2.0
OCA-git-bot Dec 1, 2022
3516153
Update translation files
weblate Dec 1, 2022
f6bd35f
refactor(project_forecast_line): computed field trigger
gurneyalex Nov 27, 2022
954471b
[IMP] speed up for project task forecast
gurneyalex Dec 4, 2022
22af04e
fix: unlink forecast lines when parent model is unlinked
gurneyalex Dec 6, 2022
cca749d
refactor: extract a mixin class
gurneyalex Dec 6, 2022
2828d93
add some logging about forecast line creation / update
gurneyalex Dec 6, 2022
55ddd4b
switch to forecast line update on employee role update
gurneyalex Dec 6, 2022
afa6383
handle refusal of leaves after validation
gurneyalex Dec 6, 2022
33df3c7
speed up leave approbation
gurneyalex Dec 6, 2022
2fd45de
reduce log verbosity
gurneyalex Dec 6, 2022
d385ec9
refactor SaleOrder tests
gurneyalex Dec 8, 2022
7ae349b
improve unlink() management
gurneyalex Dec 8, 2022
3273380
fix project_forecast_line_holidays_public
gurneyalex Dec 8, 2022
3720597
[UPD] Update project_forecast_line.pot
Dec 19, 2022
6ea1868
project_forecast_line 15.0.1.3.0
OCA-git-bot Dec 19, 2022
388bfe4
Update translation files
weblate Dec 19, 2022
e61c4a3
[FIX] project_forecast_line: disappearing forecast
gurneyalex Apr 5, 2023
f84fc8a
project_forecast_line 15.0.1.3.1
OCA-git-bot Apr 5, 2023
2707655
Added translation using Weblate (Italian)
mymage Apr 11, 2023
6015978
Translated using Weblate (Italian)
mymage Apr 11, 2023
74bd584
Translated using Weblate (Italian)
mymage Apr 11, 2023
518c3a1
Translated using Weblate (Italian)
mymage Apr 12, 2023
885a995
Translated using Weblate (Italian)
francesco-ooops Apr 17, 2023
345d45a
[FIX] forecast_line: issue in multicompany
gurneyalex Apr 17, 2023
9035b44
[FIX] wrong condition in task quick update
gurneyalex Apr 17, 2023
9014020
[FIX] crash when a task is not related to a project
gurneyalex Apr 17, 2023
8da5993
fixup! [FIX] forecast_line: issue in multicompany
gurneyalex Apr 17, 2023
8fda9e5
Translated using Weblate (Italian)
mymage Apr 17, 2023
5655ebf
[FIX] quick update sign inversion
gurneyalex Apr 21, 2023
a91048e
project_forecast_line 15.0.1.3.2
OCA-git-bot Jul 24, 2023
c84eeac
[FIX] Fixed bug by adding hr.group_hr_user group to field not availab…
thomaspaulb Jun 28, 2023
0552c32
project_forecast_line 15.0.1.3.3
OCA-git-bot Jul 25, 2023
2c21a80
[UPD] README.rst
OCA-git-bot Sep 3, 2023
e738082
Added translation using Weblate (Spanish)
Ivorra78 Oct 2, 2023
e87f2ac
Translated using Weblate (Spanish)
Ivorra78 Oct 3, 2023
a36387c
Update translation files
weblate Oct 9, 2023
bd68953
Translated using Weblate (Italian)
mymage Oct 23, 2023
62c68c6
Translated using Weblate (Italian)
mymage Jan 20, 2024
c7fed8e
[IMP] project_forecast_line: pre-commit stuff
ntsirintanis Mar 6, 2024
a5080b7
[MIG] project_forecast_line: Migration to 16.0
ntsirintanis Mar 6, 2024
dddb149
[FIX] Modify how employee attedance is computed
QuiJoQuim Oct 21, 2024
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174 changes: 174 additions & 0 deletions project_forecast_line/README.rst
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======================
Project Forecast Lines
======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! 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

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to plan your resources using forecast lines.

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.

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.

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".

To get the best experience using the Forecast application you may want to install:

* project_forecast_line_holidays_public module which takes public holidays into
account during forecast lines creation

* project_forecast_line_bokeh_chart module which improves the reports of
project_forecast_line module by using the bokeh widget available in OCA/web

.. 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>`_

**Table of contents**

.. contents::
:local:

Usage
=====

Forecast lines have the following data:

* Forecast hours: it is positive for resources (employees) and negative for
things which consume time (project tasks, for instance)

* From and To date which are the beginning and ending of the period of the
capacity

* Consolidated forecast: this is a computed field, which is computed as follows:

* for costs (project tasks for instance) we take the absolute value of the
forecast hours (so it is a positive number)

* 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.

* this consolidated forecast is currently converted to days to ease
readability of the forecast report


Objects creating forecast lines:

* 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.

* 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

* confirmed sale orders don't create forecast lines. This is handled by the
tasks created at the confirmation of the sale order

* 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.

* holiday requests create negative forecast lines with type "forecast" when
they are pending manager validation.

* 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.

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.

Bug Tracker
===========

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**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Camptocamp SA

Contributors
~~~~~~~~~~~~

* Alexandre Fayolle <[email protected]>
* Maksym Yankin <[email protected]>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

This module is part of the `OCA/project <https://github.com/OCA/project/tree/16.0/project_forecast_line>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions project_forecast_line/__init__.py
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@@ -0,0 +1 @@
from . import models
38 changes: 38 additions & 0 deletions project_forecast_line/__manifest__.py
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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,
}
14 changes: 14 additions & 0 deletions project_forecast_line/data/ir_cron.xml
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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>
19 changes: 19 additions & 0 deletions project_forecast_line/data/project_data.xml
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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>

<record id="project.project_project_stage_1" model="project.project.stage">
<field name="forecast_line_type">confirmed</field>
</record>

<record id="project.project_project_stage_2" model="project.project.stage">
<field name="forecast_line_type" />
</record>

<record id="project.project_project_stage_3" model="project.project.stage">
<field name="forecast_line_type" />
</record>
</odoo>
15 changes: 15 additions & 0 deletions project_forecast_line/demo/forecast_role.xml
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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>
66 changes: 66 additions & 0 deletions project_forecast_line/demo/hr_employee.xml
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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>

</odoo>
9 changes: 9 additions & 0 deletions project_forecast_line/demo/hr_job.xml
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@@ -0,0 +1,9 @@
<?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>
40 changes: 40 additions & 0 deletions project_forecast_line/demo/product.xml
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@@ -0,0 +1,40 @@
<?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>

</odoo>
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