[IMP] project_template: add task templates

project_template/README.rst

@@ -1,7 +1,3 @@
-.. image:: https://odoo-community.org/readme-banner-image
-   :target: https://odoo-community.org/get-involved?utm_source=readme
-   :alt: Odoo Community Association
-
 =================
 Project Templates
 =================
@@ -17,7 +13,7 @@ Project Templates
 .. |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/license-AGPL--3-blue.png
+.. |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
@@ -32,7 +28,8 @@ Project Templates
 
 |badge1| |badge2| |badge3| |badge4| |badge5|
 
-This module adds templates for projects.
+This module adds templates for projects and reusable project task
+structures.
 
 **Table of contents**
 
@@ -52,6 +49,12 @@ To use this module, you need to:
 4. Use the "Create Project from Template" link in the drop down menu on
    each template while in the Kanban view or the button on the project
    template form.
+5. Select a project template on a new project to copy its settings and
+   reusable tasks.
+6. Mark tasks that should be copied or reused with the "Is Template"
+   field.
+7. Use the "Task Template" field on a task to create subtasks from a
+   template task.
 
 Bug Tracker
 ===========
@@ -70,6 +73,7 @@ Authors
 -------
 
 * Patrick Wilson
+* ACSONE SA/NV
 
 Contributors
 ------------
@@ -79,6 +83,7 @@ Contributors
 - Mantas Šniukas <mantas@vialaurea.lt>
 - Atte Isopuro <atte.isopuro@avoin.systems>
 - Stefan Rijnhart <stefan@opener.amsterdam>
+- Souheil Bejaoui souheil.bejaoui@acsone.eu
 
 Maintainers
 -----------
@@ -96,10 +101,13 @@ promote its widespread use.
 .. |maintainer-patrickrwilson| image:: https://github.com/patrickrwilson.png?size=40px
     :target: https://github.com/patrickrwilson
     :alt: patrickrwilson
+.. |maintainer-sbejaoui| image:: https://github.com/sbejaoui.png?size=40px
+    :target: https://github.com/sbejaoui
+    :alt: sbejaoui
 
-Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
 
-|maintainer-patrickrwilson| 
+|maintainer-patrickrwilson| |maintainer-sbejaoui| 
 
 This module is part of the `OCA/project <https://github.com/OCA/project/tree/18.0/project_template>`_ project on GitHub.
 

project_template/__manifest__.py

@@ -1,17 +1,21 @@
 # Copyright 2019 Patrick Wilson <patrickraymondwilson@gmail.com>
+# Copyright 2026 ACSONE SA/NV
 # License LGPLv3.0 or later (https://www.gnu.org/licenses/lgpl-3.0.en.html).
 
 {
     "name": "Project Templates",
     "summary": """Project Templates""",
-    "author": "Patrick Wilson, Odoo Community Association (OCA)",
+    "author": "Patrick Wilson, ACSONE SA/NV, Odoo Community Association (OCA)",
     "website": "https://github.com/OCA/project",
     "category": "Project Management",
     "version": "18.0.1.0.1",
     "license": "AGPL-3",
-    "depends": ["project"],
-    "data": ["views/project.xml"],
+    "depends": [
+        # Odoo Community
+        "project",
+    ],
+    "data": ["views/project.xml", "views/project_task.xml"],
     "application": False,
     "development_status": "Beta",
-    "maintainers": ["patrickrwilson"],
+    "maintainers": ["patrickrwilson", "sbejaoui"],
 }

project_template/models/project.py

@@ -1,26 +1,45 @@
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
-from odoo import api, fields, models
+from odoo import Command, api, fields, models
 
-# See _map_tasks_default_valeus
+# see _map_tasks_default_values
 TASK_DEFAULT_COPY_CONTEXT_KEY = f"{__name__}.task_default_copy_context_key"
+TEMPLATE_TASKS_ONLY_CONTEXT_KEY = f"{__name__}.template_tasks_only_context_key"
 
 
 class Project(models.Model):
     _inherit = "project.project"
 
     is_template = fields.Boolean(copy=False)
+    project_template_id = fields.Many2one(
+        "project.project",
+        copy=False,
+        domain="[('is_template', '=', True)]",
+    )
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            self._add_project_template_defaults(vals)
+        projects = super().create(vals_list)
+        for project, vals in zip(projects, vals_list, strict=True):
+            project._apply_project_template_from_vals(vals)
+        return projects
 
-    # CREATE A PROJECT FROM A TEMPLATE AND OPEN THE NEWLY CREATED PROJECT
     def create_project_from_template(self):
+        """create a project from this template and open the generated project"""
         if " (TEMPLATE)" in self.name:
             new_name = self.name.replace(" (TEMPLATE)", " (COPY)")
         else:
             new_name = self.name + " (COPY)"
-        new_project = self.with_context(**{TASK_DEFAULT_COPY_CONTEXT_KEY: True}).copy(
-            default={"name": new_name, "active": True, "alias_name": False}
+        new_project = self.with_context(**self._get_template_copy_context()).copy(
+            default={
+                "name": new_name,
+                "active": True,
+                "alias_name": False,
+                "is_template": False,
+            }
         )
 
-        # OPEN THE NEWLY CREATED PROJECT FORM
         return {
             "view_mode": "form",
             "res_model": "project.project",
@@ -29,11 +48,9 @@ def create_project_from_template(self):
             "type": "ir.actions.act_window",
         }
 
-    # ADD "(TEMPLATE)" TO THE NAME WHEN PROJECT IS MARKED AS A TEMPLATE
     @api.onchange("is_template")
     def on_change_is_template(self):
-        # Add "(TEMPLATE)" to the Name if is_template == true
-        # if self.name is needed for creating projects via configuration menu
+        """align project metadata with the template flag in the form"""
         if self.name:
             if self.is_template:
                 if "(TEMPLATE)" not in self.name:
@@ -48,3 +65,107 @@ def on_change_is_template(self):
             else:
                 if " (TEMPLATE)" in self.name:
                     self.name = self.name.replace(" (TEMPLATE)", "")
+
+    def write(self, vals):
+        """keep task template flags aligned when a project changes type"""
+        projects_to_enable = self._get_projects_to_toggle_task_template(vals, True)
+        projects_to_disable = self._get_projects_to_toggle_task_template(vals, False)
+        res = super().write(vals)
+        projects_to_enable._set_tasks_template(True)
+        projects_to_disable._set_tasks_template(False)
+        return res
+
+    def map_tasks(self, new_project_id):
+        """delegate regular project copies to core and filter template copies"""
+        if not self.env.context.get(TEMPLATE_TASKS_ONLY_CONTEXT_KEY):
+            return super().map_tasks(new_project_id)
+        return self._copy_template_tasks(new_project_id)
+
+    def _get_template_copy_context(self):
+        """return context flags used to copy only reusable template tasks"""
+        return {
+            TASK_DEFAULT_COPY_CONTEXT_KEY: True,
+            TEMPLATE_TASKS_ONLY_CONTEXT_KEY: True,
+        }
+
+    @api.onchange("project_template_id")
+    def _onchange_project_template_id(self):
+        if self.project_template_id:
+            self.update(self.project_template_id._prepare_project_template_vals())
+
+    def _add_project_template_defaults(self, vals):
+        template = self.browse(vals.get("project_template_id"))
+        if not template:
+            return
+        for field_name, value in template._prepare_project_template_vals().items():
+            vals.setdefault(field_name, value)
+
+    def _apply_project_template_from_vals(self, vals):
+        template = self.project_template_id
+        if template and vals.get("project_template_id") and "tasks" not in vals:
+            template.with_context(**template._get_template_copy_context()).map_tasks(
+                self.id
+            )
+
+    def _prepare_project_template_vals(self):
+        """prepare project values copied when selecting this project as template"""
+        self.ensure_one()
+        return {
+            "label_tasks": self.label_tasks,
+            "privacy_visibility": self.privacy_visibility,
+            "allow_milestones": self.allow_milestones,
+            "allow_task_dependencies": self.allow_task_dependencies,
+            "type_ids": [Command.set(self.type_ids.ids)],
+        }
+
+    def _get_projects_to_toggle_task_template(self, vals, is_template):
+        if vals.get("is_template") != is_template:
+            return self.browse()
+        return self.filtered(lambda project: project.is_template != is_template)
+
+    def _set_tasks_template(self, is_template):
+        if self:
+            self.with_context(active_test=False).task_ids.write(
+                {"is_template": is_template}
+            )
+
+    def _get_template_tasks_to_copy(self):
+        """return root tasks selected as reusable parts of the template project"""
+        self.ensure_one()
+        return (
+            self.env["project.task"]
+            .with_context(active_test=False)
+            .search(
+                [
+                    ("project_id", "=", self.id),
+                    ("parent_id", "=", False),
+                    ("is_template", "=", True),
+                ]
+            )
+        )
+
+    def _get_template_task_copy_defaults(self, project):
+        return {
+            **self._map_tasks_default_values(project),
+            "is_template": False,
+            "task_template_id": False,
+        }
+
+    def _copy_template_tasks(self, new_project_id):
+        """copy only tasks explicitly marked as reusable template tasks"""
+        project = self.browse(new_project_id)
+        tasks = self._get_template_tasks_to_copy()
+        if self.allow_task_dependencies and "task_mapping" not in self.env.context:
+            self = self.with_context(task_mapping={})
+        new_tasks = tasks.with_context(copy_project=True).copy(
+            self._get_template_task_copy_defaults(project)
+        )
+        subtasks = new_tasks._get_all_subtasks()
+        subtasks_not_displayed = subtasks.filtered(
+            lambda task: not task.display_in_project
+        )
+        subtasks.filtered(lambda task: task.project_id == self).write(
+            {"project_id": project.id}
+        )
+        subtasks_not_displayed.write({"display_in_project": False})
+        return True