[16.0] [MIG] maintenance_plan

maintenance_plan/README.rst

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+================
+Maintenance Plan
+================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:51d1395956daf1de19f24abe40f89528841450822d90006b04a75e26f1913828
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+
+.. |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%2Fmaintenance-lightgray.png?logo=github
+    :target: https://github.com/OCA/maintenance/tree/16.0/maintenance_plan
+    :alt: OCA/maintenance
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/maintenance-16-0/maintenance-16-0-maintenance_plan
+    :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/maintenance&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the functionality of Odoo Maintenance module by allowing
+an equipment to have different preventive maintenance kinds.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+Install the module.
+
+Should you already use the maintenance module and have equipments with field
+'Preventive Maintenance Frequency' defined, a new maintenance plan will be
+automatically created on these equipments with maintenance kind 'Install'.
+
+Moreover if a Request of type 'preventive' exists, whose stage isn't marked as
+'Request done', and has a Request Date matching the equipment's
+'Next Preventive Maintenance', the request will be updated with the
+'Install' maintenance kind.
+
+Make sure you don't have multiple 'preventive' requests at a stage which isn't
+marked as 'Request done' and on the same 'Request date' as the equipment or
+the module installation will fail with a User Error.
+
+Usage
+=====
+
+Instead of defining a period and duration for only one preventive maintenance
+per equipment, you can define multiple preventive maintenance kind for each
+equipment.
+
+Maintenance Kinds have to be defined through the configuration menu. Their name
+have to be unique and can be set as active or inactive, should these not be
+used anymore.
+
+On any equipment over the maintenance tab, the maintenance plan be accessible,
+allowing to add different maintenance kind with their
+own frequency and duration. The next maintenance date will then be computed
+automatically according to the start's date and the frequency defined, but the
+maintenance request won't be created automatically as is the case in Odoo's
+Maintenance module. In the plan there's also a field allowing the user to set the
+maintenance horizon, insert the instructions to follow on the maintenance that
+will be forwarded to the maintenance request generated from the plan.
+
+This module uses the original Cron job of Odoo's Maintenance module to generate
+maintenance requests. To do so, it takes into account the planning horizon and
+generates all maintenance requests whose schedule date would fall inside that
+planning horizon. Therefore, the maintenance manager can have a proper planning
+of how many maintenance requests are programming for the future. Leaving planning
+horizon to 0 will only create those maintenance request that are scheduled for
+today.
+
+We can also create maintenance requests from a plan using a domain for selecting the equipments.
+This way, we might have a single plan that will generate all the requests.
+In order to use it, we need to mark the `Generate with Domain` field.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/maintenance/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/maintenance/issues/new?body=module:%20maintenance_plan%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
+* ForgeFlow
+
+Contributors
+~~~~~~~~~~~~
+
+* Akim Juillerat <akim.juillerat@camptocamp.com>
+* Matteo Mazzoni <matteo@appcademy.tech>
+* David Alonso <david.alonso@solvos.es>
+* Adrià Gil Sorribes <adria.gil@forgeflow.com>
+* Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
+* Lois Rilo <lois.rilo@forgeflow.com>
+* Enric Tobella <enric.tobella@dixmit.com>
+* Alexei Rivera <arivera@archeti.com>
+
+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/maintenance <https://github.com/OCA/maintenance/tree/16.0/maintenance_plan>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

maintenance_plan/__init__.py

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+from . import models
+from .hooks import post_init_hook

maintenance_plan/__manifest__.py

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+# Copyright 2017 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "Maintenance Plan",
+    "summary": "Extends preventive maintenance planning",
+    "version": "16.0.1.0.0",
+    "author": "Camptocamp SA, ForgeFlow, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "category": "Maintenance",
+    "website": "https://github.com/OCA/maintenance",
+    "images": [],
+    "depends": ["base_maintenance"],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/maintenance_security.xml",
+        "views/maintenance_kind_views.xml",
+        "views/maintenance_plan_views.xml",
+        "views/maintenance_equipment_views.xml",
+        "views/report_maintenance_request.xml",
+    ],
+    "external_dependencies": {"python": ["dateutil"]},
+    "demo": ["data/demo_maintenance_plan.xml"],
+    "post_init_hook": "post_init_hook",
+    "installable": True,
+}

maintenance_plan/data/demo_maintenance_plan.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <!--  Maintenance kinds -->
+    <record id="maintenance_kind_monthly" model="maintenance.kind">
+        <field name="name">Monthly</field>
+        <field name="active" eval="True" />
+    </record>
+    <record id="maintenance_kind_weekly" model="maintenance.kind">
+        <field name="name">Weekly</field>
+        <field name="active" eval="True" />
+    </record>
+    <!--  Maintenance plans -->
+    <record id="maintenance_plan_monthly_monitor1" model="maintenance.plan">
+        <field name="equipment_id" ref="maintenance.equipment_monitor1" />
+        <field name="maintenance_kind_id" ref="maintenance_kind_monthly" />
+        <field name="interval">1</field>
+        <field name="interval_step">month</field>
+        <field name="duration">2</field>
+        <field name="maintenance_plan_horizon">2</field>
+        <field name="planning_step">month</field>
+    </record>
+    <record id="maintenance_plan_monthly_monitor4" model="maintenance.plan">
+        <field name="equipment_id" ref="maintenance.equipment_monitor4" />
+        <field name="maintenance_kind_id" ref="maintenance_kind_monthly" />
+        <field name="interval">1</field>
+        <field name="interval_step">month</field>
+        <field name="duration">2</field>
+        <field name="maintenance_plan_horizon">2</field>
+        <field name="planning_step">month</field>
+    </record>
+    <record id="maintenance_plan_monthly_monitor6" model="maintenance.plan">
+        <field name="equipment_id" ref="maintenance.equipment_monitor6" />
+        <field name="maintenance_kind_id" ref="maintenance_kind_monthly" />
+        <field name="interval">1</field>
+        <field name="interval_step">month</field>
+        <field name="duration">2</field>
+        <field name="maintenance_plan_horizon">1</field>
+        <field name="planning_step">month</field>
+    </record>
+    <record id="maintenance_plan_monthly_printer1" model="maintenance.plan">
+        <field name="equipment_id" ref="maintenance.equipment_printer1" />
+        <field name="maintenance_kind_id" ref="maintenance_kind_monthly" />
+        <field name="interval">1</field>
+        <field name="interval_step">month</field>
+        <field name="duration">4</field>
+        <field name="maintenance_plan_horizon">3</field>
+        <field name="planning_step">month</field>
+    </record>
+    <record id="maintenance_plan_weekly_printer1" model="maintenance.plan">
+        <field name="equipment_id" ref="maintenance.equipment_printer1" />
+        <field name="maintenance_kind_id" ref="maintenance_kind_weekly" />
+        <field name="interval">7</field>
+        <field name="duration">2</field>
+        <field name="maintenance_plan_horizon">1</field>
+        <field name="planning_step">month</field>
+    </record>
+</odoo>

maintenance_plan/hooks.py

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+# Copyright 2017 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+import logging
+
+from odoo import SUPERUSER_ID, _, api
+from odoo.exceptions import UserError
+
+
+def post_init_hook(cr, registry):
+
+    logging.getLogger("odoo.addons.maintenance_plan").info(
+        "Migrating existing preventive maintenance"
+    )
+
+    env = api.Environment(cr, SUPERUSER_ID, {})
+
+    equipments = env["maintenance.equipment"].search([("period", "!=", False)])
+
+    if equipments:
+
+        maintenance_kind = env["maintenance.kind"].create(
+            {"name": "Install", "active": True}
+        )
+
+        for equipment in equipments:
+            request = equipment.maintenance_ids.filtered(
+                lambda r: r.maintenance_type == "preventive"
+                and not r.stage_id.done
+                and r.request_date == equipment.next_action_date
+            )
+            if len(request) > 1:
+                raise UserError(
+                    _(
+                        "You have multiple preventive maintenance requests on "
+                        "equipment %(name)s next action date (%(date)s). Please leave only "
+                        "one preventive request on the date of equipment's next "
+                        "action to install the module.",
+                        name=equipment.name,
+                        date=equipment.next_action_date,
+                    )
+                )
+            elif len(request) == 1:
+                request.write({"maintenance_kind_id": maintenance_kind.id})
+            env["maintenance.plan"].create(
+                {
+                    "equipment_id": equipment.id,
+                    "maintenance_kind_id": maintenance_kind.id,
+                    "duration": equipment.maintenance_duration,
+                    "interval": equipment.period,
+                }
+            )