[18.0][ADD] base_user_role_activity: create a reminder activity before role assignment expires

base_user_role_activity/README.rst

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+=====================
+User roles activities
+=====================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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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/licence-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github
+    :target: https://github.com/OCA/server-backend/tree/18.0/base_user_role_activity
+    :alt: OCA/server-backend
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/server-backend-18-0/server-backend-18-0-base_user_role_activity
+    :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/server-backend&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+System Parameter
+================
+
+The activity is created ``base_user_role_activity.reminder_days = 30``
+(days) before the end date by a scheduled action "User role expire
+reminder" and automatically removed, when asignment end date on the user
+role assignment is adapted.
+
+.. image:: https://raw.githubusercontent.com/OCA/server-backend/18.0/base_user_role_activity/static/description/role_assignment.drawio.png
+   :alt: role assignemnt
+
+Activity
+========
+
+When a user role is about to expire (default=30 days), an activity is
+created for the manager of a user (employee). When the user has no
+Manager, the activity is assigend to user. The activity is linked to the
+users res.partner entity.
+
+.. image:: https://raw.githubusercontent.com/OCA/server-backend/18.0/base_user_role_activity/static/description/activity.drawio.png
+   :alt: activity
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-backend/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/server-backend/issues/new?body=module:%20base_user_role_activity%0Aversion:%2018.0%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
+-------
+
+* glueckkanja AG
+
+Contributors
+------------
+
+-  Christopher Rogos <crogos@gmail.com> (https://www.glueckkanja.com)
+
+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-CRogos| image:: https://github.com/CRogos.png?size=40px
+    :target: https://github.com/CRogos
+    :alt: CRogos
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-CRogos| 
+
+This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/18.0/base_user_role_activity>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

base_user_role_activity/__init__.py

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+from . import models

base_user_role_activity/__manifest__.py

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+# Copyright 2025 gluekkanja AG <https://wwww.glueckkanja.com>
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+
+{
+    "name": "User roles activities",
+    "summary": "Create activities to remind about user role expirations",
+    "version": "18.0.1.0.0",
+    "category": "Tools",
+    "author": "glueckkanja AG, Odoo Community Association (OCA)",
+    "license": "LGPL-3",
+    "maintainers": ["CRogos"],
+    "website": "https://github.com/OCA/server-backend",
+    "depends": ["base_user_role", "hr"],
+    "data": [
+        "data/ir_cron.xml",
+        "data/mail_activity_type.xml",
+        "data/config_parameter.xml",
+    ],
+    "installable": True,
+}

base_user_role_activity/data/config_parameter.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record
+        forcecreate="True"
+        id="config_online_sync_request_timeout"
+        model="ir.config_parameter"
+    >
+        <field name="key">base_user_role_activity.reminder_days</field>
+        <field name="value">30</field>
+    </record>
+</odoo>

base_user_role_activity/data/ir_cron.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record model="ir.cron" id="cron_role_reminder">
+        <field name='name'>User role expire reminder</field>
+        <field name='interval_number'>1</field>
+        <field name='interval_type'>days</field>
+        <field name="active">True</field>
+        <field name="model_id" ref="base_user_role.model_res_users_role_line" />
+        <field name="state">code</field>
+        <field name="code">model.cron_role_reminder()</field>
+    </record>
+</odoo>

base_user_role_activity/data/mail_activity_type.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="mail_activity_role_expire" model="mail.activity.type">
+        <field name="name">User Role Expires</field>
+        <field name="icon">fa-clock-o</field>
+        <field name="keep_done">True</field>
+        <field name="res_model">res.partner</field>
+        <field name="default_note" type="html">
+            <div>
+                A user role assignment for %%(user)s is about to expire.
+                <br />- %%(roles)s
+                <br /><br />
+                Please review and take the necessary action.
+            </div>
+        </field>
+    </record>
+</odoo>

base_user_role_activity/models/__init__.py

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+from . import role_line
+from . import user

base_user_role_activity/models/role_line.py

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+import datetime
+import logging
+
+from odoo import api, fields, models
+
+_logger = logging.getLogger(__name__)
+
+
+class ResUsersRoleLine(models.Model):
+    _inherit = "res.users.role.line"
+
+    def write(self, vals):
+        res = super().write(vals)
+
+        if "date_to" in vals:
+            self.mapped("user_id").activity_update_role_reminder()
+            return
+
+        return res
+
+    def unlink(self):
+        users = self.mapped("user_id")
+        res = super().unlink()
+        users.activity_update_role_reminder()
+        return res
+
+    @api.model
+    def cron_role_reminder(self):
+        _logger.info("Trigger role expiration reminders")
+        users = self.search(self._get_reminder_days_domain()).mapped("user_id")
+        users = users.filtered(
+            lambda user: not user.partner_id.activity_search(
+                ["base_user_role_activity.mail_activity_role_expire"]
+            )
+        )
+        users.activity_update_role_reminder()
+
+    @api.model
+    def _get_reminder_days_domain(self):
+        reminder_days = int(
+            self.env["ir.config_parameter"]
+            .sudo()
+            .get_param("base_user_role_activity.reminder_days", 30)
+        )
+        domain = [
+            ("is_enabled", "=", True),
+            (
+                "date_to",
+                "<=",
+                fields.Date.today() + datetime.timedelta(days=reminder_days),
+            ),
+            "|",
+            ("date_from", "=", False),
+            ("date_from", "<", fields.Date.today()),  # ignore short term roles
+        ]
+        return domain

base_user_role_activity/models/user.py

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+from markupsafe import Markup
+
+from odoo import models
+
+
+class ResUsers(models.Model):
+    _inherit = "res.users"
+
+    def activity_update_role_reminder(self):
+        activity_type_xmlid = "base_user_role_activity.mail_activity_role_expire"
+        for user in self:
+            expiring_lines = user.role_line_ids.filtered_domain(
+                self.env["res.users.role.line"]._get_reminder_days_domain()
+            )
+            existing_active_activities = user.partner_id.activity_search(
+                [activity_type_xmlid]
+            )
+            if not expiring_lines:
+                if existing_active_activities:
+                    # cleanup outdated activities
+                    existing_active_activities.unlink()
+                continue
+
+            min_deadline = min(expiring_lines.mapped("date_to"))
+            if existing_active_activities:
+                existing_active_activity = existing_active_activities[0]
+                if existing_active_activity.date_deadline == min_deadline:
+                    continue  # No update needed
+                # something changed, remove existing activity and recreate
+                existing_active_activities.unlink()
+
+            existing_activities = user.partner_id.with_context(
+                active_test=False
+            ).activity_search(
+                [activity_type_xmlid],
+                additional_domain=[("date_deadline", ">=", min_deadline)],
+            )
+            if existing_activities:
+                continue  # An activity with the correct deadline already processed
+
+            activity_type_id = self.env["ir.model.data"]._xmlid_to_res_id(
+                activity_type_xmlid, raise_if_not_found=False
+            )
+            activity_type = self.env["mail.activity.type"].browse(activity_type_id)
+
+            # receive manager independet of selected company
+            employees = (
+                self.env["hr.employee"]
+                .sudo()
+                .search([("user_id", "=", user.id), ("parent_id", "!=", False)])
+            )
+            manager = employees.filtered(
+                lambda e: e.company_id == self.env.company
+            ).parent_id
+            if not manager and employees:
+                manager = employees[0].parent_id
+
+            user.partner_id.activity_schedule(
+                activity_type_id=activity_type_id,
+                date_deadline=min(expiring_lines.mapped("date_to")),
+                note=activity_type.default_note
+                % {
+                    "user": user.self._get_html_link(),
+                    "roles": Markup(
+                        "<br/> -".join(
+                            [
+                                f"{line.role_id.name} ({line.date_to})"
+                                for line in expiring_lines
+                            ]
+                        )
+                    ),
+                },
+                user_id=manager.user_id.id or user.id,
+            )

base_user_role_activity/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

base_user_role_activity/readme/CONTRIBUTORS.md

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+- Christopher Rogos \<<crogos@gmail.com>\>
+  (<https://www.glueckkanja.com>)
+

base_user_role_activity/readme/DESCRIPTION.md

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+# System Parameter
+
+
+The activity is created `base_user_role_activity.reminder_days = 30` (days) before the end date by a scheduled action "User role expire reminder" and automatically removed, when asignment end date on the user role assignment is adapted.
+
+![role assignemnt](../static/description/role_assignment.drawio.png)
+
+
+# Activity
+When a user role is about to expire (default=30 days), an activity is created for the manager of a user (employee). When the user has no Manager, the activity is assigend to user. The activity is linked to the users res.partner entity.
+
+![activity](../static/description/activity.drawio.png)
+
+