feat(fusion_clock): native shift roles (fusion.clock.role) [A1-A3]

Replaces Odoo Planning's planning.role: name+colour model with the same
1-11 palette, employee default/allowed role fields, Employee Roles editor,
role_id on shift template + schedule with default resolution, ACLs, menus.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

fusion_clock/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Clock',
-    'version': '19.0.4.2.0',
+    'version': '19.0.5.0.0',
     'category': 'Human Resources/Attendances',
     'summary': 'Complete Employee T&A with Geofencing, Shifts, Penalties, Overtime, Kiosk, Dashboard & Payroll Export',
     'description': """
@@ -54,6 +54,7 @@ Integrates natively with Odoo's hr.attendance module for full payroll compatibil
         'data/ir_config_parameter_data.xml',
         'data/clock_break_rule_data.xml',
         'data/ir_cron_data.xml',
+        'data/clock_recurrence_cron.xml',
         # Reports (must load before mail templates that reference them)
         'report/clock_report_template.xml',
         'report/clock_employee_report.xml',
@@ -72,6 +73,8 @@ Integrates natively with Odoo's hr.attendance module for full payroll compatibil
         'views/clock_dashboard_views.xml',
         'views/hr_employee_views.xml',
         'views/clock_schedule_views.xml',
+        'views/clock_role_views.xml',
+        'views/clock_recurrence_views.xml',
         'views/clock_break_rule_views.xml',
         # Wizards (must load before clock_menus.xml since menu references wizard action)
         'wizard/clock_nfc_enrollment_views.xml',
@@ -82,12 +85,14 @@ Integrates natively with Odoo's hr.attendance module for full payroll compatibil
         'views/portal_timesheet_templates.xml',
         'views/portal_report_templates.xml',
         'views/portal_payslip_templates.xml',
+        'views/portal_schedule_templates.xml',
         'views/kiosk_templates.xml',
         'views/kiosk_nfc_templates.xml',
     ],
     'assets': {
         'web.assets_frontend': [
             'fusion_clock/static/src/css/portal_clock.css',
+            'fusion_clock/static/src/css/portal_schedule.css',
             'fusion_clock/static/src/scss/nfc_kiosk.scss',
             'fusion_clock/static/src/scss/pin_kiosk.scss',
             'fusion_clock/static/src/js/fusion_clock_portal.js',

fusion_clock/models/__init__.py

@@ -10,6 +10,7 @@ from . import clock_report
 from . import res_config_settings
 from . import clock_activity_log
 from . import clock_leave_request
+from . import clock_role
 from . import clock_shift
 from . import clock_schedule
 from . import clock_correction

fusion_clock/models/clock_role.py

@@ -0,0 +1,46 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+#
+# Native shift role. Re-implements the small, useful subset of Odoo
+# Enterprise ``planning.role`` (name + colour) so Fusion Clock can colour and
+# label shifts on the portal without depending on the Enterprise Planning app.
+
+from random import randint
+
+from odoo import fields, models
+
+
+class FusionClockRole(models.Model):
+    _name = 'fusion.clock.role'
+    _description = 'Clock Shift Role'
+    _order = 'sequence, name'
+    _rec_name = 'name'
+
+    def _get_default_color(self):
+        return randint(1, 11)
+
+    name = fields.Char(required=True, translate=True)
+    color = fields.Integer(default=_get_default_color)
+    active = fields.Boolean(default=True)
+    sequence = fields.Integer(default=10)
+    company_id = fields.Many2one(
+        'res.company',
+        string='Company',
+        default=lambda self: self.env.company,
+    )
+
+    # Kanban colour code (1-11) -> hex, mirroring planning.role._get_color_from_code
+    # so the portal Schedule tab shows the same palette Planning used.
+    _COLOR_HEX = {
+        0: '#008784', 1: '#EE4B39', 2: '#F29648', 3: '#F4C609',
+        4: '#55B7EA', 5: '#71405B', 6: '#E86869', 7: '#008784',
+        8: '#267283', 9: '#BF1255', 10: '#2BAF73', 11: '#8754B0',
+    }
+
+    def _get_color_from_code(self, is_open_shift=False):
+        """Return a hex colour for this role. Open shifts get an '80' alpha
+        suffix (matching Planning's open-shift transparency convention)."""
+        self.ensure_one()
+        hex_value = self._COLOR_HEX.get(self.color, '#008784')
+        return hex_value + ('80' if is_open_shift else '')

fusion_clock/models/clock_schedule.py

@@ -58,6 +58,20 @@ class FusionClockSchedule(models.Model):
         store=True,
     )
     note = fields.Char(string='Note')
+    role_id = fields.Many2one(
+        'fusion.clock.role',
+        string='Role',
+        help="Shift role — drives the colour/label shown on the employee's "
+             "portal schedule. Defaults from the shift template or the "
+             "employee's Default Shift Role.",
+    )
+    recurrence_id = fields.Many2one(
+        'fusion.clock.schedule.recurrence',
+        string='Recurrence',
+        ondelete='set null',
+        index=True,
+        help="Set when this entry was generated by a recurring rule.",
+    )
     company_id = fields.Many2one(
         'res.company',
         string='Company',
@@ -292,10 +306,21 @@ class FusionClockSchedule(models.Model):
             new_schedule = self.browse()
             new_value = ''
         else:
+            # Resolve the role: explicit payload role wins, then the shift
+            # template's role, then the employee's default role.
+            role_id = payload.get('role_id')
+            if not role_id:
+                shift_id = parsed.get('shift_id')
+                shift = self.env['fusion.clock.shift'].browse(shift_id) if shift_id else None
+                if shift and shift.role_id:
+                    role_id = shift.role_id.id
+                elif employee.x_fclk_default_role_id:
+                    role_id = employee.x_fclk_default_role_id.id
             vals = {
                 'employee_id': employee.id,
                 'schedule_date': date_obj,
                 'shift_id': parsed.get('shift_id') or False,
+                'role_id': int(role_id) if role_id else False,
                 'is_off': bool(parsed.get('is_off')),
                 'start_time': parsed.get('start_time') or 0.0,
                 'end_time': parsed.get('end_time') or 0.0,
@@ -349,6 +374,9 @@ class FusionClockSchedule(models.Model):
                 'hours': schedule.planned_hours,
                 'hours_display': Schedule.fclk_hours_display(schedule.planned_hours),
                 'note': schedule.note or '',
+                'role_id': schedule.role_id.id or False,
+                'role_name': schedule.role_id.name or '',
+                'role_color': schedule.role_id._get_color_from_code() if schedule.role_id else '',
             }
 
         plan = employee._get_fclk_day_plan(date_obj)
@@ -366,6 +394,9 @@ class FusionClockSchedule(models.Model):
             'hours': plan.get('hours') or 0.0,
             'hours_display': Schedule.fclk_hours_display(plan.get('hours') or 0.0),
             'note': '',
+            'role_id': False,
+            'role_name': '',
+            'role_color': '',
         }
 
     @api.model

fusion_clock/models/clock_shift.py

@@ -42,6 +42,12 @@ class FusionClockShift(models.Model):
     )
     active = fields.Boolean(default=True)
     color = fields.Char(string='Color', default='#3B82F6')
+    role_id = fields.Many2one(
+        'fusion.clock.role',
+        string='Default Role',
+        help="Role assigned to shifts created from this template "
+             "(drives the colour/label on the employee's portal schedule).",
+    )
 
     # Weekday pattern — which days this recurring shift applies as the baseline
     # when there is no posted planner entry for the day. Default Mon-Fri.

fusion_clock/models/hr_employee.py

@@ -33,6 +33,21 @@ class HrEmployee(models.Model):
         help="Assigned shift schedule. Leave empty to use global defaults.",
     )
 
+    # Shift roles (native replacement for Odoo Planning's employee role fields)
+    x_fclk_default_role_id = fields.Many2one(
+        'fusion.clock.role',
+        string='Default Shift Role',
+        help="Pre-fills the role on every new shift created for this employee.",
+    )
+    x_fclk_role_ids = fields.Many2many(
+        'fusion.clock.role',
+        'fclk_employee_role_rel',
+        'employee_id',
+        'role_id',
+        string='Allowed Shift Roles',
+        help="Roles this employee is allowed to be scheduled for.",
+    )
+
     # Pending reason enforcement
     x_fclk_pending_reason = fields.Boolean(
         string='Pending Reason Required',

fusion_clock/security/ir.model.access.csv

@@ -28,3 +28,8 @@ access_fusion_clock_shift_portal,fusion.clock.shift.portal,model_fusion_clock_sh
 access_fusion_clock_schedule_portal,fusion.clock.schedule.portal,model_fusion_clock_schedule,base.group_portal,1,0,0,0
 access_fusion_clock_nfc_enrollment_wizard_manager,fusion.clock.nfc.enrollment.wizard.manager,model_fusion_clock_nfc_enrollment_wizard,group_fusion_clock_manager,1,1,1,1
 access_fusion_clock_break_rule_manager,fusion.clock.break.rule.manager,model_fusion_clock_break_rule,group_fusion_clock_manager,1,1,1,1
+access_fusion_clock_role_user,fusion.clock.role.user,model_fusion_clock_role,group_fusion_clock_user,1,0,0,0
+access_fusion_clock_role_manager,fusion.clock.role.manager,model_fusion_clock_role,group_fusion_clock_manager,1,1,1,1
+access_fusion_clock_role_portal,fusion.clock.role.portal,model_fusion_clock_role,base.group_portal,1,0,0,0
+access_fusion_clock_recurrence_user,fusion.clock.schedule.recurrence.user,model_fusion_clock_schedule_recurrence,group_fusion_clock_user,1,0,0,0
+access_fusion_clock_recurrence_manager,fusion.clock.schedule.recurrence.manager,model_fusion_clock_schedule_recurrence,group_fusion_clock_manager,1,1,1,1

fusion_clock/tests/__init__.py

@@ -11,3 +11,10 @@ from . import test_settings
 from . import test_clock_kiosk
 from . import test_break_rules
 from . import test_pending_reason_exempt
+from . import test_role
+from . import test_recurrence
+from . import test_publish_range
+from . import test_open_shift
+from . import test_overnight
+from . import test_multishift_window
+from . import test_planning_migration

fusion_clock/tests/test_role.py

@@ -0,0 +1,49 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import fields
+from odoo.tests import tagged
+from odoo.tests.common import TransactionCase
+
+
+@tagged('-at_install', 'post_install', 'fusion_clock')
+class TestFusionClockRole(TransactionCase):
+
+    def test_default_color_in_range(self):
+        role = self.env['fusion.clock.role'].create({'name': 'Cashier'})
+        self.assertTrue(1 <= role.color <= 11, "Default colour should be 1..11")
+
+    def test_color_hex_and_open_alpha(self):
+        role = self.env['fusion.clock.role'].create({'name': 'Red', 'color': 1})
+        self.assertEqual(role._get_color_from_code(), '#EE4B39')
+        self.assertEqual(role._get_color_from_code(True), '#EE4B3980')
+
+    def test_employee_default_and_allowed_roles(self):
+        lead = self.env['fusion.clock.role'].create({'name': 'Lead', 'color': 3})
+        cashier = self.env['fusion.clock.role'].create({'name': 'Cashier', 'color': 4})
+        emp = self.env['hr.employee'].create({
+            'name': 'Bob',
+            'x_fclk_default_role_id': lead.id,
+            'x_fclk_role_ids': [(6, 0, [lead.id, cashier.id])],
+        })
+        self.assertEqual(emp.x_fclk_default_role_id, lead)
+        self.assertIn(cashier, emp.x_fclk_role_ids)
+
+    def test_schedule_inherits_employee_default_role(self):
+        lead = self.env['fusion.clock.role'].create({'name': 'Lead', 'color': 3})
+        emp = self.env['hr.employee'].create({'name': 'Cara', 'x_fclk_default_role_id': lead.id})
+        sch = self.env['fusion.clock.schedule'].fclk_apply_planner_cell(
+            emp, fields.Date.today(), {'input': '9-5'})
+        self.assertEqual(sch.role_id, lead,
+                         "A new shift should inherit the employee's default role")
+
+    def test_schedule_role_from_shift_template(self):
+        stock = self.env['fusion.clock.role'].create({'name': 'Stock', 'color': 5})
+        shift = self.env['fusion.clock.shift'].create({
+            'name': 'Morning', 'start_time': 8.0, 'end_time': 16.0, 'role_id': stock.id})
+        emp = self.env['hr.employee'].create({'name': 'Dan'})
+        sch = self.env['fusion.clock.schedule'].fclk_apply_planner_cell(
+            emp, fields.Date.today(), {'shift_id': shift.id})
+        self.assertEqual(sch.role_id, stock,
+                         "Shift-template role should win when employee has no default")

fusion_clock/views/clock_menus.xml

@@ -121,6 +121,20 @@
               sequence="15"
               groups="group_fusion_clock_manager"/>
 
+    <menuitem id="menu_fusion_clock_employee_roles"
+              name="Employee Roles"
+              parent="menu_fusion_clock_scheduling"
+              action="action_fclk_employee_role_editor"
+              sequence="17"
+              groups="group_fusion_clock_manager"/>
+
+    <menuitem id="menu_fusion_clock_recurrences"
+              name="Recurring Shifts"
+              parent="menu_fusion_clock_scheduling"
+              action="action_fusion_clock_recurrence"
+              sequence="18"
+              groups="group_fusion_clock_manager"/>
+
     <menuitem id="menu_fusion_clock_schedule_audit"
               name="Schedule Audit"
               parent="menu_fusion_clock_scheduling"
@@ -196,6 +210,13 @@
               sequence="20"
               groups="group_fusion_clock_manager"/>
 
+    <menuitem id="menu_fusion_clock_roles_config"
+              name="Shift Roles"
+              parent="menu_fusion_clock_config"
+              action="action_fusion_clock_role"
+              sequence="22"
+              groups="group_fusion_clock_manager"/>
+
     <menuitem id="menu_fusion_clock_break_rules"
               name="Break Rules"
               parent="menu_fusion_clock_config"

fusion_clock/views/clock_role_views.xml

@@ -0,0 +1,94 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================
+         Shift Roles (native replacement for planning.role)
+         ============================================================ -->
+    <record id="view_fusion_clock_role_list" model="ir.ui.view">
+        <field name="name">fusion.clock.role.list</field>
+        <field name="model">fusion.clock.role</field>
+        <field name="arch" type="xml">
+            <list editable="bottom">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="color" widget="integer"/>
+                <field name="company_id" groups="base.group_multi_company"/>
+                <field name="active" column_invisible="1"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_fusion_clock_role_form" model="ir.ui.view">
+        <field name="name">fusion.clock.role.form</field>
+        <field name="model">fusion.clock.role</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <group>
+                        <group>
+                            <field name="name"/>
+                            <field name="color" widget="integer"/>
+                        </group>
+                        <group>
+                            <field name="sequence"/>
+                            <field name="active"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_clock_role" model="ir.actions.act_window">
+        <field name="name">Shift Roles</field>
+        <field name="res_model">fusion.clock.role</field>
+        <field name="view_mode">list,form</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">Create your first shift role</p>
+            <p>Roles colour and label shifts on each employee's portal schedule
+               (e.g. "Cashier", "Stockroom", "Shift Lead").</p>
+        </field>
+    </record>
+
+    <!-- ============================================================
+         Employee Roles editor — fast bulk assignment of default/allowed
+         roles per employee (ported from fusion_planning, native fields).
+         ============================================================ -->
+    <record id="view_fclk_employee_role_editor_list" model="ir.ui.view">
+        <field name="name">hr.employee.list.fclk.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="x_fclk_default_role_id" string="Default Role"
+                       options="{'no_quick_create': True}" widget="many2one"/>
+                <field name="x_fclk_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>
+
+    <record id="action_fclk_employee_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="view_fclk_employee_role_editor_list"/>
+        <field name="domain">[('active', '=', True)]</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. The Default Role pre-fills every new shift you
+               create for that employee.</p>
+        </field>
+    </record>
+
+</odoo>

fusion_clock/views/clock_schedule_views.xml

@@ -16,10 +16,12 @@
                 <field name="department_id"/>
                 <field name="is_off"/>
                 <field name="shift_id"/>
+                <field name="role_id" optional="show"/>
                 <field name="start_time" widget="float_time"/>
                 <field name="end_time" widget="float_time"/>
                 <field name="break_minutes"/>
                 <field name="planned_hours"/>
+                <field name="recurrence_id" optional="hide"/>
                 <field name="state" widget="badge" decoration-success="state == 'posted'" decoration-warning="state == 'draft'"/>
                 <field name="company_id" groups="base.group_multi_company"/>
             </list>
@@ -38,6 +40,8 @@
                             <field name="schedule_date"/>
                             <field name="is_off"/>
                             <field name="shift_id"/>
+                            <field name="role_id" options="{'no_quick_create': True}"/>
+                            <field name="recurrence_id" readonly="1"/>
                         </group>
                         <group>
                             <field name="start_time" widget="float_time"/>

fusion_clock/views/clock_shift_views.xml

@@ -36,6 +36,7 @@
                             <field name="sequence"/>
                             <field name="active"/>
                             <field name="color" widget="color"/>
+                            <field name="role_id" options="{'no_quick_create': True}"/>
                             <field name="company_id" groups="base.group_multi_company"/>
                         </group>
                     </group>