From 6c6a59ceef67ed833e494c1c72c5ed275764d5cc Mon Sep 17 00:00:00 2001
From: gsinghpal <gur_preet.singh@outlook.com>
Date: Thu, 7 May 2026 08:04:23 -0400
Subject: [PATCH] feat(fusion_planning): add Employee Roles editor under
 Planning > Configuration
MIME-Version: 1.0
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New menu "Planning > Configuration > Employee Roles" opens an editable
list of all active employees with two columns made for fast bulk
assignment:
- Default Role (m2o, fills new shifts automatically)
- All Allowed Roles (m2m tags, controls open-shift visibility)

Per-row inline editing with multi_edit enabled, grouped by department.
No wizard, no popup — set role per employee in one screen and move on.

Visible to planning.group_planning_manager.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 fusion_planning/__manifest__.py               |  3 +-
 .../views/hr_employee_role_views.xml          | 59 +++++++++++++++++++
 2 files changed, 61 insertions(+), 1 deletion(-)
 create mode 100644 fusion_planning/views/hr_employee_role_views.xml

diff --git a/fusion_planning/__manifest__.py b/fusion_planning/__manifest__.py
index 8ad83070..0ec8c6d6 100644
--- a/fusion_planning/__manifest__.py
+++ b/fusion_planning/__manifest__.py
@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Planning',
-    'version': '19.0.1.1.1',
+    'version': '19.0.1.2.0',
     'category': 'Human Resources/Planning',
     'summary': 'Fusion Clock bridge to Odoo Planning - employee schedule on the portal',
     'description': """
@@ -27,6 +27,7 @@ Adds Odoo Planning to the Fusion Clock product family:
     ],
     'data': [
         'views/planning_slot_views.xml',
+        'views/hr_employee_role_views.xml',
         'views/portal_schedule_templates.xml',
         'views/portal_nav_inherit.xml',
     ],
diff --git a/fusion_planning/views/hr_employee_role_views.xml b/fusion_planning/views/hr_employee_role_views.xml
new file mode 100644
index 00000000..fa3772ac
--- /dev/null
+++ b/fusion_planning/views/hr_employee_role_views.xml
@@ -0,0 +1,59 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Editable list view for fast bulk-assignment of planning roles per employee. -->
+    <record id="hr_employee_view_list_planning_role_editor" model="ir.ui.view">
+        <field name="name">hr.employee.list.planning.role.editor</field>
+        <field name="model">hr.employee</field>
+        <field name="arch" type="xml">
+            <list string="Employee Roles"
+                  editable="bottom"
+                  multi_edit="1"
+                  default_order="department_id, name">
+                <field name="name" readonly="1"/>
+                <field name="job_title" readonly="1" optional="show"/>
+                <field name="department_id" readonly="1" optional="show"/>
+                <field name="default_planning_role_id"
+                       string="Default Role"
+                       options="{'no_quick_create': True}"
+                       widget="many2one"/>
+                <field name="planning_role_ids"
+                       string="All Allowed Roles"
+                       widget="many2many_tags"
+                       options="{'no_quick_create': True, 'color_field': 'color'}"
+                       optional="show"/>
+                <field name="active" column_invisible="1"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- Action: open hr.employee filtered to active, in our editable list view -->
+    <record id="hr_employee_action_planning_role_editor" model="ir.actions.act_window">
+        <field name="name">Employee Roles</field>
+        <field name="res_model">hr.employee</field>
+        <field name="view_mode">list</field>
+        <field name="view_id" ref="hr_employee_view_list_planning_role_editor"/>
+        <field name="domain">[('active', '=', True)]</field>
+        <field name="context">{'search_default_group_department': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Set the Default Role and allowed Roles for each employee
+            </p>
+            <p>
+                Click any cell under <b>Default Role</b> or <b>All Allowed Roles</b>
+                and start typing. Changes save automatically. The Default Role
+                fills in for every new shift you create for that employee.
+            </p>
+        </field>
+    </record>
+
+    <!-- Menu item under Planning → Configuration -->
+    <menuitem
+        id="planning_menu_settings_employee_roles"
+        name="Employee Roles"
+        parent="planning.planning_menu_settings"
+        sequence="13"
+        action="hr_employee_action_planning_role_editor"
+        groups="planning.group_planning_manager"/>
+
+</odoo>