[16.0][ADD] helpdesk_mgmt_activity: new module

helpdesk_mgmt_activity/README.rst

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+============================
+Helpdesk Management Activity
+============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:c77bb124906154be8648020f75af1b6c2dca2c419551445c18e60b86488fe429
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |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%2Fhelpdesk-lightgray.png?logo=github
+    :target: https://github.com/OCA/helpdesk/tree/16.0/helpdesk_mgmt_activity
+    :alt: OCA/helpdesk
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/helpdesk-16-0/helpdesk-16-0-helpdesk_mgmt_activity
+    :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/helpdesk&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+The module adds the following features:
+
+* Link a ticket to an Odoo model record
+* Set the list of available models for a Helpdesk team
+* Pre-configure ticket description template based on it's category
+* Create an activity for the linked record right from the Ticket
+* Change the Ticket's stage based on the activity state
+
+
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+To streamline your helpdesk operations you can set activities to the pre-configured odoo modules records right from the Helpdesk. 
+
+The ticket will be moved to the pre-defined stage when the activity is marked as done.
+
+For instance:
+
+A customer reaches the support team regarding a delayed shipment. 
+- Assign Activity: The helpdesk support team user opens a ticket for the relevant Inventory picking record with specific instructions to check the shipment status and actions that must be taken.
+- Warehouse Action: The assigned warehouse user sees the new activity in their Odoo dashboard, follows the prescribed steps to investigate, and updates the activity status accordingly.
+- Automated Updates: Once the warehouse user marks the activity as done, the ticket automatically moves to the "Awaiting" stage to be checked by the support team user.
+
+Configuration
+=============
+
+**To Configure Available Odoo Models**
+======================================
+
+- Go to Helpdesk-->Configuration-->Settings
+- In the Available Models field add models available for a Helpdesk
+
+.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt_activity/static/img/settings.png
+   :alt: Settings view
+   :width: 600 px
+
+To Configure Ticket's Stage on Activity State**
+===============================================
+
+- Go to Helpdesk-->Configuration-->Teams
+- Create a new team or select an existing record
+- Enable the "Set Activities" checkbox to enable the feature
+- Select the "Done Activity Stage" to move the ticket when the activity is done
+
+.. figure:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt_activity/static/img/team.png
+   :alt: Team view
+   :width: 600 px
+
+
+Usage
+=====
+
+**Go to Helpdesk module**
+=========================
+
+- Select a Team
+- Open a Ticket
+- Create a new Ticket
+- In the "Assign Activity" group
+
+  - Select a related model and record in the Source field
+  - Select Activity type and due date
+
+.. image:: https://raw.githubusercontent.com/OCA/helpdesk/16.0/helpdesk_mgmt_activity/static/img/helpdesk_activity_fields.png
+  :width: 400
+  :alt: Helpdesk Activity Fields
+
+- Enter the Description
+- Click the "Perform Action" button
+- Ticket  will be moved to the next preset state and activity will be created in the related model
+- If an activity is Done, the Ticket moves to the pre-defined stage
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/helpdesk/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/helpdesk/issues/new?body=module:%20helpdesk_mgmt_activity%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
+~~~~~~~
+
+* Cetmix OÜ
+
+Contributors
+~~~~~~~~~~~~
+
+* `Cetmix OÜ <https://cetmix.com>`_:
+
+  * Ivan Sokolov
+  * Mikhail Lapin
+  * Dessan Hemrayev
+  * Maksim Shurupov
+
+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/helpdesk <https://github.com/OCA/helpdesk/tree/16.0/helpdesk_mgmt_activity>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

helpdesk_mgmt_activity/__init__.py

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+# Copyright (C) 2024 Cetmix OÜ
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

helpdesk_mgmt_activity/__manifest__.py

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+# Copyright (C) 2024 Cetmix OÜ
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Helpdesk Management Activity",
+    "summary": "Create Activities for Odoo records from the Helpdesk",
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Cetmix OÜ, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/helpdesk",
+    "depends": ["helpdesk_mgmt"],
+    "data": [
+        "views/res_config_settings_views.xml",
+        "views/helpdesk_ticket_view.xml",
+        "views/mail_activity_views.xml",
+        "views/helpdesk_ticket_team_views.xml",
+    ],
+    "application": False,
+}

helpdesk_mgmt_activity/models/__init__.py

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+# Copyright (C) 2024 Cetmix OÜ
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import res_config_settings
+from . import helpdesk_ticket
+from . import helpdesk_ticket_team
+from . import mail_activity

helpdesk_mgmt_activity/models/helpdesk_ticket.py

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+# Copyright (C) 2024 Cetmix OÜ
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+import ast
+
+from odoo import _, api, fields, models
+
+
+class HelpdeskTicket(models.Model):
+    _inherit = "helpdesk.ticket"
+
+    can_create_activity = fields.Boolean(related="team_id.allow_set_activity")
+    res_model = fields.Char(string="Source Document Model", index=True)
+    res_id = fields.Integer(string="Source Document", index=True)
+
+    record_ref = fields.Reference(
+        selection="_selection_record_ref",
+        compute="_compute_record_ref",
+        inverse="_inverse_record_ref",
+        string="Source Record",
+    )
+    source_activity_type_id = fields.Many2one(comodel_name="mail.activity.type")
+    date_deadline = fields.Date(string="Due Date", default=fields.Date.today)
+    next_stage_id = fields.Many2one(
+        comodel_name="helpdesk.ticket.stage",
+        compute="_compute_next_stage_id",
+        store=True,
+        index=True,
+    )
+    assigned_user_id = fields.Many2one(
+        comodel_name="res.users",
+    )
+    is_new_stage = fields.Boolean(compute="_compute_is_new_stage")
+
+    @api.model
+    def _selection_record_ref(self):
+        """Select target model for source document"""
+        model_ids_str = (
+            self.env["ir.config_parameter"]
+            .sudo()
+            .get_param("helpdesk_mgmt_activity.helpdesk_available_model_ids", "[]")
+        )
+        model_ids = ast.literal_eval(model_ids_str)
+        if not model_ids:
+            return []
+        IrModelAccess = self.env["ir.model.access"].with_user(self.env.user.id)
+        available_models = self.env["ir.model"].search_read(
+            [("id", "in", model_ids)], fields=["model", "name"]
+        )
+        return [
+            (model.get("model"), model.get("name"))
+            for model in available_models
+            if IrModelAccess.check(model.get("model"), "read", False)
+        ]
+
+    @api.model
+    def _get_team_stages(self, teams):
+        """
+        Get grouping stages by team id
+
+        :param teams: helpdesk.ticket.team record set
+        :return: dict {team_id: team stages recordset}
+        """
+        return {team.id: team._get_applicable_stages() for team in teams}
+
+    def _compute_is_new_stage(self):
+        for ticket in self:
+            new_stage = ticket.team_id._get_applicable_stages()[:1]
+            ticket.is_new_stage = ticket.stage_id == new_stage
+
+    @api.depends("stage_id")
+    def _compute_next_stage_id(self):
+        """Compute next stage for ticket"""
+        team_stages = self._get_team_stages(self.team_id)
+        for record in self:
+            current_stage = record.stage_id
+            stages = team_stages.get(
+                record.team_id.id, self.env["helpdesk.ticket.stage"]
+            )
+            next_stage = (
+                stages.filtered(
+                    lambda stage, _cur_stage=current_stage: stage.sequence
+                    > current_stage.sequence
+                )[:1]
+                or current_stage
+            )
+            record.next_stage_id = next_stage
+
+    @api.depends("res_model", "res_id")
+    def _compute_record_ref(self):
+        """Compute Source Document Reference"""
+        for rec in self:
+            if not rec.res_model or not rec.res_id:
+                rec.record_ref = None
+                continue
+            try:
+                self.env[rec.res_model].browse(rec.res_id).check_access_rule("read")
+                rec.record_ref = "%s,%s" % (rec.res_model, rec.res_id)
+            except Exception:
+                rec.record_ref = None
+
+    def _inverse_record_ref(self):
+        """Set Source Document Reference"""
+        for record in self:
+            record_ref = record.record_ref
+            record.write(
+                {
+                    "res_id": record_ref and record_ref.id or False,
+                    "res_model": record_ref and record_ref._name or False,
+                }
+            )
+
+    def set_next_stage(self):
+        """Set next ticket stage"""
+        for record in self:
+            record.stage_id = record.next_stage_id
+
+    def _check_activity_values(self):
+        """Check activity values for helpdesk ticket"""
+        if not self.can_create_activity:
+            raise models.UserError(_("You cannot create activity!"))
+        if not (self.res_id and self.res_model):
+            raise models.UserError(_("Source Record is not set!"))
+        if not self.source_activity_type_id:
+            raise models.UserError(_("Activity Type is not set!"))
+        if not self.date_deadline:
+            raise models.UserError(_("Date Deadline is not set!"))
+        if not self.assigned_user_id:
+            raise models.UserError(_("Assigned User is not set!"))
+
+    def perform_action(self):
+        """Perform action for ticket"""
+        self.ensure_one()
+        # Check values for create activity
+        self._check_activity_values()
+        try:
+            # Create activity for source record
+            self.record_ref.activity_schedule(
+                summary=self.name,
+                note=self.description,
+                date_deadline=self.date_deadline,
+                activity_type_id=self.source_activity_type_id.id,
+                ticket_id=self.id,
+            )
+            self.set_next_stage()
+        except Exception as e:
+            raise models.UserError from e
+        return {
+            "type": "ir.actions.client",
+            "tag": "display_notification",
+            "params": {
+                "type": "success",
+                "message": _("Activity has been created!"),
+                "next": {"type": "ir.actions.act_window_close"},
+            },
+        }

helpdesk_mgmt_activity/models/helpdesk_ticket_team.py

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+from odoo import fields, models
+
+
+class HelpdeskTicketTeam(models.Model):
+    _inherit = "helpdesk.ticket.team"
+
+    allow_set_activity = fields.Boolean(
+        string="Set Activities",
+        help="Available to set activity on source record from ticket",
+    )
+    activity_stage_id = fields.Many2one(
+        comodel_name="helpdesk.ticket.stage",
+        string="Done Activity Stage",
+        domain="['|', ('team_ids', 'in, []'), ('team_ids', 'in', [id])]",
+        help="Move the ticket when the activity in source record is done",
+    )

helpdesk_mgmt_activity/models/mail_activity.py

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+from odoo import fields, models
+
+
+class MailActivity(models.Model):
+    _inherit = "mail.activity"
+
+    ticket_id = fields.Many2one(
+        comodel_name="helpdesk.ticket",
+        help="Activity created from helpdesk ticket"
+        "After closing this activity, ticket is moved to done stage",
+    )
+
+    def _action_done(self, feedback=False, attachment_ids=None):
+        # Get closed stage for ticket
+        for ticket in self.ticket_id:
+            if ticket.team_id and ticket.team_id.activity_stage_id:
+                # Change ticket stage
+                ticket.stage_id = ticket.team_id.activity_stage_id.id
+        return super()._action_done(feedback, attachment_ids)