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[16.0][MIG] resource_booking: Migration to 16.0 #101

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3b1b153
[ADD] resource_booking: new app to manage bookings
Apr 27, 2021
f9a07cc
Translated using Weblate (Spanish)
Apr 30, 2021
9d3ff11
[IMP] resource_booking: filter/group by date
Apr 30, 2021
6735a84
[FIX] resource_calendar: ignore past or unconfirmed bookings when upd…
May 6, 2021
c474bd6
[FIX] resource_booking: always notify in resource TZ
Jun 8, 2021
a0babfa
[FIX] resource_booking: Limit constraint only to future bookings
joao-p-marques Jun 18, 2021
3782ef2
[IMP] resource_booking: black, isort, prettier
Jul 13, 2021
9c6d7a3
[IMP] resource_booking: simplified time format
Jul 19, 2021
e4b2cc6
[MIG] resource_booking: migrate to v13
Jul 14, 2021
9d5b621
[IMP] resource_booking: use duration field instead of stop
Jul 23, 2021
2da2331
[IMP] resource_booking: configurable auto-assigned combination and lo…
Jul 23, 2021
8f3a0ba
[FIX] resource_booking: "Involves me" filter
Jul 26, 2021
f4289f8
[IMP] resource_booking: compatible with hr_holidays_public
Jul 26, 2021
1334dea
[IMP] resource_booking: optional name propagated to meeting
Jul 27, 2021
d13d035
[FIX] resource_booking: error when recurrent meetings exist
Jul 28, 2021
1c49c07
[FIX] resource_booking: Proper calendar.event unlink signature
pedrobaeza Jul 28, 2021
0880ad1
[FIX] resource_booking: access error on normal calendar
Jul 29, 2021
77a2c0b
[FIX] resource_booking: allow combination with other kind of leaves
Jul 29, 2021
7f706cc
[FIX] resource_booking: display location and duration on portal
Jul 29, 2021
eb8bcd5
[IMP] resource_booking: autoconfirm meeting attendees
Jul 29, 2021
e59ca4a
[IMP] resource_booking: improve auto-assignment readability
Jul 30, 2021
16d82c7
[IMP] resource_booking: add organizer
Jul 30, 2021
0ee10ac
[FIX] resource_booking: suggest involved partners as followers
Aug 2, 2021
e754182
Added translation using Weblate (French (France))
abdawone Sep 24, 2021
ed538e2
Added translation using Weblate (French)
abdawone Sep 25, 2021
e9437a6
[FIX] resource_booking: autosubscribe resource partners
Sep 27, 2021
1a1365e
[FIX] resource_booking: correct assignment message
Sep 28, 2021
10e6210
[FIX] resource_booking: suggest requester to messaging
Oct 20, 2021
81c232c
[FIX] resource_booking: allow creating if type has categories
Oct 22, 2021
8359380
[FIX] resource_booking: free meetings by default
Oct 26, 2021
05d0b28
[FIX]start_next_previous
jguenat Oct 30, 2021
e387e50
[IMP] resource_booking: faster tests
Nov 5, 2021
127135d
[FIX] Avoid sending notifications when public user
Nov 8, 2021
5b301df
[FIX] resource_booking: performance
chienandalu Mar 14, 2022
f45fa27
[IMP] resource_booking: pre-commit stuff
pedrobaeza Oct 23, 2022
985fb01
[MIG] resource_booking: Migration to 14.0
pedrobaeza Oct 24, 2022
61b8840
[IMP] add description field to bookings
huguesdk Feb 17, 2023
cde4dce
[IMP] resource_booking: Create resource.is_available() convenience fu…
carmenbianca Feb 9, 2023
28b0c1a
[IMP] resource_booking: Change the position of the description field …
victoralmau Feb 27, 2023
ef4f8f7
[FIX] resource_booking: Don't fail with multiple internal attendees
pedrobaeza Mar 1, 2023
e811e46
Added translation using Weblate (Catalan)
eugenichafer Mar 2, 2023
a73891c
Translated using Weblate (Catalan)
eugenichafer Mar 2, 2023
7335f21
[FIX] resource_booking: Allow non RB users to handle calendar events
pedrobaeza Mar 6, 2023
a24ebc3
[IMP] resource_booking: Add description to calendar view card
carmenbianca Mar 30, 2023
47a12fb
[FIX] resource_booking: Force to send calendar event author notification
victoralmau Mar 13, 2023
980c560
[MIG] resource_booking: Migration to 15.0
victoralmau Mar 3, 2023
517fa48
[UPD] Update resource_booking.pot
Apr 5, 2023
427df80
[UPD] README.rst
OCA-git-bot Apr 5, 2023
aaf53f6
Update translation files
weblate Apr 5, 2023
a9df0e6
[IMP] resource_booking: Use _prepare_home_portal_values() function.
victoralmau Apr 25, 2023
18d9704
[FIX] resource_booking: Change _default_company() to self.env.company…
victoralmau Apr 25, 2023
500de1d
[IMP] resource_booking: Change t-esc directives to t-out according to…
victoralmau Apr 25, 2023
d609557
[IMP] resource_booking: Partial change from tour test to js
victoralmau Apr 25, 2023
ae8b174
resource_booking 15.0.1.1.0
OCA-git-bot May 16, 2023
ca87e41
[IMP] resource_booking: Allow a booking to span more than one calenda…
carmenbianca Jan 31, 2023
ae28c1e
[UPD] README.rst
OCA-git-bot Sep 3, 2023
c3f593b
oca-github-bot post-merge updates
OCA-git-bot Sep 19, 2023
4356c87
[IMP] resource_booking: pre-commit stuff
norlinhenrik Sep 19, 2023
3e30383
[MIG] resource_booking: Migration to 16.0
norlinhenrik Aug 28, 2023
009ad08
[FIX] resource_booking: _get_available_slots
norlinhenrik Sep 21, 2023
819b914
[IMP] resource_booking: add freezegun as a python external dependency
rrebollo Jan 25, 2024
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3 changes: 2 additions & 1 deletion .eslintrc.yml
Original file line number Diff line number Diff line change
Expand Up @@ -4,7 +4,8 @@ env:

# See https://github.com/OCA/odoo-community.org/issues/37#issuecomment-470686449
parserOptions:
ecmaVersion: 2019
ecmaVersion: 11
sourceType: module

overrides:
- files:
Expand Down
2 changes: 2 additions & 0 deletions requirements.txt
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# generated from manifests external_dependencies
cssselect
217 changes: 217 additions & 0 deletions resource_booking/README.rst
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================
Resource booking
================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:2a7f2a32fec85849182a06dcf2daaae0efca0d9e6eb26893dedc0ff2151c0333
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |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%2Fcalendar-lightgray.png?logo=github
:target: https://github.com/OCA/calendar/tree/16.0/resource_booking
:alt: OCA/calendar
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/calendar-16-0/calendar-16-0-resource_booking
: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/calendar&target_branch=16.0
:alt: Try me on Runboat

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

This module adds a new app to allow you to book resource combinations in given
schedules.

Example use cases:

* Management of consultations in a clinic.
* Salesman appointments.
* Classroom and projector reservations.
* Hotel room booking.

Among the things you can do:

* Specify the type of booking, which includes a calendar of availability.
* Specify which resources can be booked together. All of them must be free to be booked.
* Place pending bookings, effectively giving permissions to someone to see the availability calendar and choose one slot.
* Partners can do that from their portals.
* If a partner has no user, he can still do the same via a tokenized URL.
* Backend users can also do that from the backend.
* Booking lifecycle with computed states.
* Automatic meeting creation and deletion.
* Automatic conflict detection.
* Deadline to block modifications.

**Table of contents**

.. contents::
:local:

Installation
============

To install this module, you need to install these dependencies:

#. `freezegun <https://github.com/spulec/freezegun>`__
#. `web_calendar_slot_duration <https://odoo-community.org/shop/product/calendar-slot-duration-6202>`__

When someone is a manager, he will have access to *Resource Bookings >
Configuration*, where he will be able to configure resources, leaves and
schedules. This menu is just provided as a shortcut. However, if you want to
manage that stuff more comfortably:

* To manage human resources, install `hr <https://apps.odoo.com/app/employees>`__.
* To manage their leaves, install `hr_holidays <https://apps.odoo.com/app/time-off>`__.
* To manage work centers, install `mrp <https://apps.odoo.com/app/manufacturing>`__.

Configuration
=============

To let some backend user to book resources:

#. Go to *Settings > Users & Companies > Users*.
#. Pick or create one.
#. Assign *Resource Booking > User*.

To let some backend user to configure types and combinations, and to be able to
modify overdue bookings:

#. Go to *Settings > Users & Companies > Users*.
#. Pick or create one.
#. Assign *Resource Booking > Manager*.

To configure one booking type:

#. Go to *Resource Bookings > Types*.
#. Create one.
#. Give it a *name*.
#. Set the *Duration*, to know the time assigned to each calendar slot. It will
also be the default duration for each booking, although that can be changed
later if necessary.
#. Set the *Modifications Deadline*, to forbid non-managers to alter dates of
a booking when it's too late.
#. Choose one *Availability Calendar*. No bookings will exist outside of it.
#. Under *Meeting defaults*, you will be able to fill some values that will
be used by default on calendar meetings. These will appear in the global
calendar when some booking is reserved.
#. Choose some *Available resource combinations*. All combinations in the same
line must be free to be booked together; otherwise the booking will not be
able to be scheduled. You can sort them.
#. Pick up one *Combination Assignment*. If you choose *Sorted*, then the order
of the combinations you chose will indicate the one that is selected first.
Of course, it must be free to be selected.
#. Save.

Usage
=====

This module installs a new app, "Resource bookings".

Bookings may involve you:

* Maybe because you requested to book something.
* Maybe because you are one of the booked resources, if a booking represents
some kind of appointment.

To see which bookings involve you:

#. Go to *Resource Bookings > Bookings*.
#. You can switch to the list view if you need to see also the pending ones.
#. You can remove the "Involving me" filter if you want to see others' bookings.

To book some resources:

#. Go to *Resource Bookings > Types*.
#. Pick the type of booking you want.
#. Click on *Booking Count*.
#. Click on a free slot.
#. Fill the *Requester*, which may or not be yourself.
#. Uncheck *Auto assign* and pick one *Resources combination*, in case the one
assigned automatically isn't the one you want.

To invite someone to book a resource combination from the portal:

#. Go to *Resource Bookings > Types*.
#. Pick the type of booking you want.
#. Click on *Booking Count*.
#. Click on the list view icon.
#. Click on *Create*.
#. Fill the *Requester*.
#. Uncheck *Auto assign* and pick one *Resources combination*, if you want that
the requester is assigned to that combination. Otherwise, leave it empty,
and some free combination will be assigned automatically when the requester
picks a free slot.
#. Choose the *duration*, in case it is different from the one specified in the
resource booking type.
#. Click on *Share > Send*.
#. The requester will receive an email to select a calendar slot from his portal.

Known issues / Roadmap
======================

* Allow combination auto-assignment based on least used combination.
* Allow customer to choose combination.
* Some error messages would be a bit more helpful if they specify the schedule
impossibility reason, but that should be done without affecting performance.
* Optimize ``_calendar_event_busy_intervals()`` to make it work in batch.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/calendar/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/calendar/issues/new?body=module:%20resource_booking%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
~~~~~~~

* Tecnativa

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

* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com/)
* Henrik Norlin (https://ows.cloud)

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.

.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
:target: https://github.com/pedrobaeza
:alt: pedrobaeza
.. |maintainer-ows-cloud| image:: https://github.com/ows-cloud.png?size=40px
:target: https://github.com/ows-cloud
:alt: ows-cloud

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-pedrobaeza| |maintainer-ows-cloud|

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

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions resource_booking/__init__.py
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@@ -0,0 +1,2 @@
from . import models
from . import controllers
52 changes: 52 additions & 0 deletions resource_booking/__manifest__.py
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@@ -0,0 +1,52 @@
# Copyright 2021 Tecnativa - Jairo Llopis
# Copyright 2022 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Resource booking",
"summary": "Manage appointments and resource booking",
"version": "16.0.1.0.0",
"development_status": "Production/Stable",
"category": "Appointments",
"website": "https://github.com/OCA/calendar",
"author": "Tecnativa, Odoo Community Association (OCA)",
"maintainers": ["pedrobaeza", "ows-cloud"],
"license": "AGPL-3",
"application": True,
"installable": True,
"external_dependencies": {
"python": [
# Used implicitly
"cssselect",
],
},
"depends": [
"calendar",
"mail",
"portal",
"resource",
"web_calendar_slot_duration",
],
"data": [
"data/mail.xml",
"security/resource_booking_security.xml",
"security/ir.model.access.csv",
"templates/portal.xml",
"views/calendar_event_views.xml",
"views/res_partner_views.xml",
"views/resource_booking_combination_views.xml",
"views/resource_booking_type_views.xml",
"views/resource_booking_views.xml",
"views/menus.xml",
],
"assets": {
"web.assets_frontend": [
"resource_booking/static/src/js/booking_portal.js",
"resource_booking/static/src/scss/portal.scss",
],
"web.assets_tests": [
"resource_booking/static/src/js/tours/resource_booking_tour.js"
],
},
"demo": ["demo/res_users_demo.xml"],
}
1 change: 1 addition & 0 deletions resource_booking/controllers/__init__.py
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@@ -0,0 +1 @@
from . import portal
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