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103 changes: 103 additions & 0 deletions maintenance_request_checklist/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

=============================
Maintenance Request Checklist
=============================

..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmaintenance-lightgray.png?logo=github
:target: https://github.com/OCA/maintenance/tree/16.0/maintenance_request_checklist
:alt: OCA/maintenance
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/maintenance-16-0/maintenance-16-0-maintenance_request_checklist
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/maintenance&target_branch=16.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module adds an execution checklist to maintenance requests, allowing
technicians to confirm each step of the maintenance procedure.

A **Checklist** tab is added to the maintenance request form with an ordered
list of steps. For each step the technician can:

- Mark it as **Done** with a checkbox.
- Add optional **Notes** about the execution.

When a step is marked as done, the system automatically records **who** confirmed
it and **when**, providing a traceable audit trail suitable for ISO 9000 and
similar quality management requirements.

A progress counter (steps done / total steps) is displayed at the top of the
tab for quick visibility of the request completion status.

**Table of contents**

.. contents::
:local:

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/maintenance/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/maintenance/issues/new?body=module:%20maintenance_request_checklist%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Escodoo

Contributors
~~~~~~~~~~~~

* Marcel Savegnago <marcel.savegnago@escodoo.com.br>
* Cristiano Mafra Junior <cristiano.mafra@escodoo.com.br>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-CristianoMafraJunior, marcelsavegnago| image:: https://github.com/CristianoMafraJunior, marcelsavegnago.png?size=40px
:target: https://github.com/CristianoMafraJunior, marcelsavegnago
:alt: CristianoMafraJunior, marcelsavegnago

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-CristianoMafraJunior, marcelsavegnago|

This module is part of the `OCA/maintenance <https://github.com/OCA/maintenance/tree/16.0/maintenance_request_checklist>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions maintenance_request_checklist/__init__.py
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from . import models
20 changes: 20 additions & 0 deletions maintenance_request_checklist/__manifest__.py
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# Copyright 2026 - TODAY, Cristiano Mafra Junior <cristiano.mafra@escodoo.com.br>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Maintenance Request Checklist",
"summary": "Adds an execution checklist to maintenance requests",
"version": "16.0.1.0.0",
"author": "Escodoo, Odoo Community Association (OCA)",
"license": "AGPL-3",
"category": "Maintenance",
"website": "https://github.com/OCA/maintenance",
"depends": ["base_maintenance"],
"maintainers": [
"CristianoMafraJunior, marcelsavegnago",
],
"data": [
"security/ir.model.access.csv",
"views/maintenance_request_views.xml",
],
"installable": True,
}
5 changes: 5 additions & 0 deletions maintenance_request_checklist/models/__init__.py
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# Copyright 2026 - TODAY, Cristiano Mafra Junior <cristiano.mafra@escodoo.com.br>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import maintenance_request
from . import maintenance_request_checklist_line
27 changes: 27 additions & 0 deletions maintenance_request_checklist/models/maintenance_request.py
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# Copyright 2026 - TODAY, Cristiano Mafra Junior <cristiano.mafra@escodoo.com.br>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from odoo import api, fields, models


class MaintenanceRequest(models.Model):
_inherit = "maintenance.request"

checklist_ids = fields.One2many(
comodel_name="maintenance.request.checklist.line",
inverse_name="request_id",
string="Checklist",
)
checklist_total = fields.Integer(
string="Total Steps", compute="_compute_checklist_progress", store=True
)
checklist_done = fields.Integer(
string="Steps Done", compute="_compute_checklist_progress", store=True
)

@api.depends("checklist_ids.is_done")
def _compute_checklist_progress(self):
for rec in self:
lines = rec.checklist_ids
rec.checklist_total = len(lines)
rec.checklist_done = len(lines.filtered("is_done"))
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# Copyright 2026 - TODAY, Cristiano Mafra Junior <cristiano.mafra@escodoo.com.br>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from odoo import fields, models


class MaintenanceRequestChecklistLine(models.Model):
_name = "maintenance.request.checklist.line"
_description = "Maintenance Request Checklist Line"
_order = "sequence, id"

request_id = fields.Many2one(
comodel_name="maintenance.request",
string="Maintenance Request",
required=True,
ondelete="cascade",
index=True,
)
sequence = fields.Integer(default=10)
name = fields.Char(string="Step", required=True)
is_done = fields.Boolean(string="Done")
done_by = fields.Many2one(
comodel_name="res.users",
readonly=True,
)
done_date = fields.Datetime(string="Done On", readonly=True)
notes = fields.Char()

def write(self, vals):
if "is_done" in vals:
if vals["is_done"]:
vals.setdefault("done_by", self.env.uid)
vals.setdefault("done_date", fields.Datetime.now())
else:
vals["done_by"] = False
vals["done_date"] = False
return super().write(vals)
2 changes: 2 additions & 0 deletions maintenance_request_checklist/readme/CONTRIBUTORS.rst
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* Marcel Savegnago <marcel.savegnago@escodoo.com.br>
* Cristiano Mafra Junior <cristiano.mafra@escodoo.com.br>
15 changes: 15 additions & 0 deletions maintenance_request_checklist/readme/DESCRIPTION.rst
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This module adds an execution checklist to maintenance requests, allowing
technicians to confirm each step of the maintenance procedure.

A **Checklist** tab is added to the maintenance request form with an ordered
list of steps. For each step the technician can:

- Mark it as **Done** with a checkbox.
- Add optional **Notes** about the execution.

When a step is marked as done, the system automatically records **who** confirmed
it and **when**, providing a traceable audit trail suitable for ISO 9000 and
similar quality management requirements.

A progress counter (steps done / total steps) is displayed at the top of the
tab for quick visibility of the request completion status.
3 changes: 3 additions & 0 deletions maintenance_request_checklist/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_checklist_line_user,access_checklist_line_user,model_maintenance_request_checklist_line,base.group_user,1,1,1,0
access_checklist_line_manager,access_checklist_line_manager,model_maintenance_request_checklist_line,maintenance.group_equipment_manager,1,1,1,1
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