Plan

[support321]

The Plan (was Project) is the top level container for all the models. It comes with a default kanban view, the user is able to manage the details of each Plan. Following and overview of the major characteristics:

• general details (title, plan code, partners, plan host, plan actuator, plan handler, total recipients number, project max duration(months))
• activities details summary, like a list of Courses
• deadlines dates with Alerts calculated with the Call rules
• fund and Call assignment
• economic details (budgets, down-payments, etc)
• cutom file Attachments
• phases of execution (with a Back button to possibly revert a Plan phase):
  • draft: the plan is still to be send to evaluation, submission date field is visibile and fillable;
  • submitted: "submission date" field must have a valid date to pass into this phase, now the start date field is now visible and fillable;
  • active: "start date" field must have a valid date to pass into this phase, the complete date field is now visible and fillable;
  • completed: "complete date" field must have a valid date to pass into this phase, the "audit date" field is now visible and fillable;
  • accounted: "accounted date" field must have a valid date to pass into this phase, the "closed date" field is now visible and fillable;
  • closed: "closed date" field must have a valid date to pass into this phase, the plan is officially closed and no more editable in this phase.

Current tasks (always on update, for history follow the comments)

• Add new fields:
  • Plan host (res.partner AND Company)
  • Plan actuator (res.partner AND Company)
  • Plan handler (res.partner AND is_operator == True)
  • total recipients number (integer)
• when you type on the search form, the suggested field to search in should be also: Call name, Fund name, Plan code
• In the form view, Deadline can be commented/removed, in further development it will become all another functionality
• add the BACK button for the phases
• when adding or duplicating (or editing?) a plan, check if there is already an existing plan with the same plan_code. If yes, append to the plan_code value an increment like "(1)"
• when deleting a plan from the single plan form view, the plan is deleted accordingly but the user is not redirected to the kanban view. FIX
• when adding partner: set default filter to "Companies"
• "Hours" and "Total Hours" must be displayed as an integer without the ".0"

[BoubakerAB]

005-PLAN - creating/duplicating a plan with the same plan_code