[ADD] okr: add module for okr management

okr/__init__.py

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+from . import models

okr/__manifest__.py

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+{
+    'name': 'OKR',
+    'version': "17.0.1.0.0",
+    'author': 'ADHOC SA',
+    'website': 'www.adhoc.com.ar',
+    'license': 'AGPL-3',
+    'depends': [
+        'hr',
+    ],
+    'data': [
+        'views/okr_objective_views.xml',
+        'views/okr_key_result_views.xml',
+        'security/security.xml',
+        'security/ir.model.access.csv',
+    ],
+    'demo': [
+        'demo/okr_objective_demo.xml',
+    ],
+    'installable': True,
+}

okr/demo/okr.objective.csv

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+id,name,department_id,description,from_date,to_date,type,user_id
+okr_objective_q1_sustentabilidad_crecer,Crecer,Management / Administration,Lograr escalabilidad en los procesos masivos,2024-01-01,2024-02-29,Commitment,Mitchell Admin
+okr_objective_q1_sustentabilidad_admin,Sustentabilidad,Management / Administration,Ser robustos en los procesos actuales en búsqueda de la seguridad de los mismos,2024-01-01,2024-02-29,Commitment,Mitchell Admin
+okr_objective_q1_sustentabilidad_valor,Agregar valor al cliente,Management / Research & Development / R&D USA,Agregar valor a traves de mayor agilidad y mejor comunicacion,2024-01-01,2024-02-29,Commitment,Mitchell Admin
+okr_objective_q1_sustentabilidad_rd,Sustentabilidad,Management / Research & Development / R&D USA,"Actualizar clientes a full, lanzar la 17 y trabajar en cultura de seguridad",2024-01-01,2024-02-29,Commitment,Mitchell Admin
+okr_objective_q1_valor,Agregar valor al cliente,,Agregar valor a traves de mayor agilidad y mejor comunicacion,2024-01-01,2024-02-29,Commitment,Mitchell Admin
+okr_objective_q1_crecer,Crecer,,"Crecer internacionalmente, consolidando Uruguay",2024-01-01,2024-02-29,Commitment,Mitchell Admin
+okr_objective_year_crecer,Crecer,,Crecer en toda la organizacion poniendo foco en lo internacional,2024-01-01,eval(time.strftime('%Y-12-31')),Inspirational,Mitchell Admin
+okr_objective_year_valor,Valor al cliente,,Aportar mas valor al cliente de manera cada vez mas tecnologica y sistematica,2024-01-01,eval(time.strftime('%Y-12-31')),Commitment,Mitchell Admin

okr/demo/okr_objective_demo.xml

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+<odoo>
+
+    <record id="okr_objective_year_crecer" model="okr.objective">
+        <field name="name">Crecer</field>
+        <field name="description">Crecer en toda la organizacion poniendo foco en lo internacional</field>
+        <field name="type">commitment</field>
+        <field name="user_id" ref="base.user_admin"/>
+        <field name="from_date" eval="time.strftime('%Y-1-1')"/>
+        <field name="to_date" eval="time.strftime('%Y-12-31')"/>
+    </record>
+
+    <record id="okr_objective_year_valor" model="okr.objective">
+        <field name="name">Valor al Cliente</field>
+        <field name="description">Aportar mas valor al cliente de manera cada vez mas tecnologica y sistematica</field>
+        <field name="type">inspirational</field>
+        <field name="user_id" ref="base.user_admin"/>
+        <field name="from_date" eval="time.strftime('%Y-1-1')"/>
+        <field name="to_date" eval="time.strftime('%Y-12-31')"/>
+    </record>
+
+    <record id="okr_objective_q1_crecer" model="okr.objective">
+        <field name="name">Crecer internacionalmente, consolidando Uruguay</field>
+        <field name="description">Crecer en toda la organizacion poniendo foco en lo internacional</field>
+        <field name="type">commitment</field>
+        <field name="user_id" ref="base.user_admin"/>
+        <field name="from_date" eval="time.strftime('%Y-1-1')"/>
+        <field name="to_date" eval="(DateTime.today() + relativedelta(months=3, days=-1, day=1)).strftime('%Y-%m-%d %H:%M:00')"/>
+    </record>
+
+    <record id="okr_objective_q1_valor" model="okr.objective">
+        <field name="name">Agregar valor al cliente,,Agregar valor a traves de mayor agilidad y mejor comunicacion</field>
+        <field name="description">Aportar mas valor al cliente de manera cada vez mas tecnologica y sistematica</field>
+        <field name="type">inspirational</field>
+        <field name="user_id" ref="base.user_admin"/>
+        <field name="from_date" eval="time.strftime('%Y-1-1')"/>
+        <field name="to_date" eval="(DateTime.today() + relativedelta(months=3, days=-1, day=1)).strftime('%Y-%m-%d %H:%M:00')"/>
+    </record>
+
+    <record id="okr_objective_q1_crecer_admin" model="okr.objective">
+        <field name="name">Crecer</field>
+        <field name="description">Lograr escalabilidad en los procesos masivos</field>
+        <field name="type">commitment</field>
+        <field name="user_id" ref="base.user_admin"/>
+        <field name="from_date" eval="time.strftime('%Y-1-1')"/>
+        <field name="to_date" eval="(DateTime.today() + relativedelta(months=3, days=-1, day=1)).strftime('%Y-%m-%d %H:%M:00')"/>
+        <field name="department_id" ref="hr.dep_administration"/>
+    </record>
+
+    <record id="okr_objective_q1_sustentabilidad_admin" model="okr.objective">
+        <field name="name">Sustentabilidad</field>
+        <field name="description">Ser robustos en los procesos actuales en búsqueda de la seguridad de los mismos</field>
+        <field name="type">inspirational</field>
+        <field name="user_id" ref="base.user_admin"/>
+        <field name="from_date" eval="time.strftime('%Y-1-1')"/>
+        <field name="to_date" eval="(DateTime.today() + relativedelta(months=3, days=-1, day=1)).strftime('%Y-%m-%d %H:%M:00')"/>
+        <field name="department_id" ref="hr.dep_administration"/>
+    </record>
+
+    <record id="okr_objective_q1_valor_rd" model="okr.objective">
+        <field name="name">Agregar valor al cliente</field>
+        <field name="description">Agregar valor a traves de mayor agilidad y mejor comunicacion</field>
+        <field name="type">commitment</field>
+        <field name="user_id" ref="base.user_admin"/>
+        <field name="from_date" eval="time.strftime('%Y-1-1')"/>
+        <field name="to_date" eval="(DateTime.today() + relativedelta(months=3, days=-1, day=1)).strftime('%Y-%m-%d %H:%M:00')"/>
+        <field name="department_id" ref="hr.dep_rd_be"/>
+    </record>
+
+    <record id="okr_objective_q1_sustentabilidad_rd" model="okr.objective">
+        <field name="name">Sustentabilidad</field>
+        <field name="description">Actualizar clientes a full, lanzar la 17 y trabajar en cultura de seguridad</field>
+        <field name="type">inspirational</field>
+        <field name="user_id" ref="base.user_admin"/>
+        <field name="from_date" eval="time.strftime('%Y-1-1')"/>
+        <field name="to_date" eval="(DateTime.today() + relativedelta(months=3, days=-1, day=1)).strftime('%Y-%m-%d %H:%M:00')"/>
+        <field name="department_id" ref="hr.dep_rd_be"/>
+    </record>
+
+ </odoo>

okr/models/__init__.py

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+from . import okr_key_result
+from . import okr_objective

okr/models/okr_key_result.py

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+from odoo import models, fields, api
+
+
+class OkrKeyResult(models.Model):
+    _name = 'okr.key_result'
+    _description = 'OKR Key Result'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+
+    name = fields.Char(required=True)
+    description = fields.Html()
+    objective_id = fields.Many2one('okr.objective', required=True, ondelete='cascade')
+    department_ids = fields.Many2many('hr.department', string='Interdependencies')
+    user_id = fields.Many2one('res.users', string='Responsible', required=True)
+    weight = fields.Integer(required=True)
+    target = fields.Integer(required=True)
+    result = fields.Integer()
+    progress = fields.Integer(compute='_compute_progress', store=True)
+    company_id = fields.Many2one(related='objective_id.company_id', store=True)
+
+    @api.depends('result', 'target')
+    def _compute_progress(self):
+        for rec in self:
+            rec.progress = rec.result / rec.target * 100 if rec.target else 100

okr/models/okr_objective.py

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+from odoo import models, fields, api
+
+
+class OkrObjective(models.Model):
+    _name = 'okr.objective'
+    _description = 'OKR Objectives'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _check_company_auto = True
+    _check_company_domain = models.check_company_domain_parent_of
+    # _parent_store = True
+    _order = 'from_date, department_id, to_date, name'
+
+    name = fields.Char(required=True)
+    description = fields.Char(required=True)
+    notes = fields.Html()
+    from_date = fields.Date(required=True)
+    to_date = fields.Date(required=True)
+    # parent_path = fields.Char(index=True, unaccent=False)
+    # parent_id = fields.Many2one('okr.objective', index=True, ondelete='cascade', check_company=True)
+    department_id = fields.Many2one('hr.department',)
+    user_id = fields.Many2one('res.users', string='Responsible', required=True)
+    key_result_ids = fields.One2many('okr.key_result', 'objective_id', string='Key Results')
+    type = fields.Selection([('commitment', 'Commitment'), ('inspirational', 'Inspirational')], required=True)
+    progress = fields.Integer(compute='_compute_progress', store=True)
+    company_id = fields.Many2one('res.company', string='Company', default=lambda self: self.env.company)
+
+    @api.depends('key_result_ids.progress', 'key_result_ids.weight')
+    def _compute_progress(self):
+        for rec in self:
+            rec.progress = sum(x.progress * x.weight/100 for x in rec.key_result_ids)

okr/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_okr_key_result_user,access_okr_key_result_user,model_okr_key_result,group_okr_user,1,1,1,1
+access_okr_objective_user,access_okr_objective_user,model_okr_objective,group_okr_user,1,1,0,0
+access_okr_objective_manager,access_okr_objective_manager,model_okr_objective,group_okr_manager,1,1,1,1

okr/security/security.xml

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+<odoo>
+<data noupdate="0">
+
+
+    <record model="ir.module.category" id="module_category_okr">
+        <field name="name">OKR</field>
+    </record>
+    <record id="group_okr_user" model="res.groups">
+        <field name="name">User</field>
+        <field name="category_id" ref="module_category_okr"/>
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
+    </record>
+    <record id="group_okr_manager" model="res.groups">
+        <field name="name">Manager</field>
+        <field name="category_id" ref="module_category_okr"/>
+        <field name="implied_ids" eval="[(4, ref('group_okr_user'))]"/>
+        <field name="users" eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"/>
+    </record>
+
+</data>
+<data noupdate="1">
+
+    <record id="okr_objective_comp_rule" model="ir.rule">
+        <field name="name">OKR objective company rule</field>
+        <field name="model_id" ref="model_okr_objective"/>
+        <field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]</field>
+    </record>
+
+    <record id="okr_key_result_comp_rule" model="ir.rule">
+        <field name="name">OKR Key Result company rule</field>
+        <field name="model_id" ref="model_okr_key_result"/>
+        <field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]</field>
+    </record>
+
+    <record id="okr_key_result_user_rule_by_objective" model="ir.rule">
+        <field name="name">OKR Key Result user rule by objective</field>
+        <field name="model_id" ref="model_okr_key_result"/>
+        <field name="groups" eval="[(4, ref('okr.group_okr_user'))]"/>
+        <field name="domain_force">[('objective_id.user_id', '=', user.id)]</field>
+    </record>
+
+    <record id="okr_key_result_user_rule" model="ir.rule">
+        <field name="name">OKR Key Result user rule</field>
+        <field name="model_id" ref="model_okr_key_result"/>
+        <field name="domain_force">[('user_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('okr.group_okr_user'))]"/>
+        <field name="perm_unlink" eval="False"/>
+        <field name="perm_create" eval="False"/>
+    </record>
+
+    <record id="okr_key_result_manager_rule" model="ir.rule">
+        <field name="name">OKR Key Result manager rule</field>
+        <field name="model_id" ref="model_okr_key_result"/>
+        <field name="groups" eval="[(4, ref('okr.group_okr_manager'))]"/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+    </record>
+
+    <record id="okr_objective_user_rule" model="ir.rule">
+        <field name="name">OKR Objective user rule</field>
+        <field name="model_id" ref="model_okr_objective"/>
+        <field name="groups" eval="[(4, ref('okr.group_okr_user'))]"/>
+        <field name="domain_force">[('user_id', '=', user.id)]</field>
+        <field name="perm_unlink" eval="False"/>
+        <field name="perm_create" eval="False"/>
+    </record>
+
+    <record id="okr_objective_manager_rule" model="ir.rule">
+        <field name="name">OKR Objective manager rule</field>
+        <field name="model_id" ref="model_okr_objective"/>
+        <field name="groups" eval="[(4, ref('okr.group_okr_manager'))]"/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+    </record>
+
+</data>
+</odoo>

okr/views/okr_key_result_views.xml

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+<odoo>
+
+    <record id="view_okr_key_result_tree" model="ir.ui.view">
+        <field name="name">okr.key_result.tree</field>
+        <field name="model">okr.key_result</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name"/>
+                <field name="description" optional="hide"/>
+                <field name="user_id" optional="show"/>
+                <field name="department_ids" widget="many2many_tags" optional="hide"/>
+                <field name="weight"/>
+                <field name="target"/>
+                <field name="result"/>
+                <field name="progress"/>
+                <field name="company_id" groups="base.group_multi_company"/>
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_okr_key_result_form" model="ir.ui.view">
+        <field name="name">okr.key_result.form</field>
+        <field name="model">okr.key_result</field>
+        <field name="arch" type="xml">
+            <form>
+                <group>
+                    <field name="name"/>
+                    <field name="description"/>
+                </group>
+                <group>
+                    <group>
+                        <field name="user_id"/>
+                        <field name="department_ids" widget="many2many_tags"/>
+                        <field name="weight"/>
+                    </group>
+                    <group>
+                        <field name="target"/>
+                        <field name="result"/>
+                        <field name="progress"/>
+                        <field name="company_id" groups="base.group_multi_company"/>
+                    </group>
+                </group>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids" groups="base.group_user"/>
+                    <field name="activity_ids"/>
+                    <field name="message_ids"/>
+                </div>
+            </form>
+        </field>
+    </record>
+
+    <record id="view_okr_key_result_search" model="ir.ui.view">
+        <field name="name">okr.key_result.search</field>
+        <field name="model">okr.key_result</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="name"/>
+                <field name="description"/>
+                <field name="user_id"/>
+                <field name="department_ids"/>
+                <field name="weight"/>
+                <field name="target"/>
+                <field name="result"/>
+                <field name="progress"/>
+                <field name="company_id" groups="base.group_multi_company"/>
+                <separator/>
+                <filter invisible="1" string="Late Activities" name="activities_overdue"
+                    domain="[('my_activity_date_deadline', '&lt;', context_today().strftime('%Y-%m-%d'))]"
+                    help="Show all records which has next action date is before today"/>
+                <filter invisible="1" string="Today Activities" name="activities_today"
+                    domain="[('my_activity_date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
+                <filter invisible="1" string="Future Activities" name="activities_upcoming_all"
+                    domain="[('my_activity_date_deadline', '&gt;', context_today().strftime('%Y-%m-%d'))]"/>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_okr_key_result" model="ir.actions.act_window">
+        <field name="name">OKR Key Results</field>
+        <field name="res_model">okr.key_result</field>
+        <field name="target">current</field>
+        <field name='view_mode'>tree,form</field>
+    </record>
+
+    <menuitem id="menu_okr_key_result" sequence="20" name="Key Results" action="action_okr_key_result" parent="menu_okr"/>
+
+</odoo>