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>
Role is still auto-pulled from the employee's Default Role on the
employee profile (planning.slot._compute_role_id reads
resource_id.default_role_id). Hiding the manual Role field declutters
the Add Shift dialog so the manager doesn't have to think about it on
each shift.
If a shift needs a one-off role override, an admin can still set it
via the backend list view or by editing the resource's default role.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two manager-side time savers on the Add Shift dialog:
1. Auto-publish on create
Override planning.slot.create() to default state='published' for
every new shift (was: 'draft', requiring a separate Publish step
per slot — painful with recurrence which can generate dozens at
a time). Recurrency-generated copies inherit the parent slot's
state, so a single recurring shift now publishes the whole series
in one save. Manager can still pass state='draft' explicitly to
opt out.
2. Apply Also To (multi-resource bulk create)
New x_fc_additional_resource_ids m2m on planning.slot. When set,
create() splits the vals into one slot per additional resource
(deduped against the primary). Combined with recurrence, picking
N employees and a date range now creates the full N x M shift
matrix in a single Save instead of N manual repeats.
Field appears in the Add Shift dialog under Role, hidden once
the slot is saved (it's a create-time helper, not ongoing data),
and gated to planning.group_planning_manager.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds a 'My Schedule' tab to the Fusion Clock portal that lists the current
employee's published planning.slot records, grouped by day. Reuses the
fusion_clock dark theme and reuses Odoo Planning's stock backend UI
(Gantt, send wizard, recurrence) unchanged.
- Controller /my/clock/schedule: pulls published slots in next 60 days
- Portal template with next-shift hero card, summary stats, grouped list
- Bottom-nav xpath inherits target the nav bar specifically (not the
Recent Activity 'View All' link, which also linked to /my/clock/timesheets)
- 4-tab nav fits via reduced padding and flex sizing
Module depends on stock 'planning' (Enterprise) + fusion_clock.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
