Merge pull request #1090 from Benbb96/checklist

New Checklist feature

helpdesk/admin.py

@@ -3,6 +3,9 @@ from django.contrib import admin
 from django.utils.translation import gettext_lazy as _
 from helpdesk import settings as helpdesk_settings
 from helpdesk.models import (
+    Checklist,
+    ChecklistTask,
+    ChecklistTemplate,
     CustomField,
     EmailTemplate,
     EscalationExclusion,
@@ -41,6 +44,7 @@ class TicketAdmin(admin.ModelAdmin):
                     'hidden_submitter_email', 'time_spent')
     date_hierarchy = 'created'
     list_filter = ('queue', 'assigned_to', 'status')
+    search_fields = ('id', 'title')
 
     def hidden_submitter_email(self, ticket):
         if ticket.submitter_email:
@@ -115,5 +119,24 @@ class IgnoreEmailAdmin(admin.ModelAdmin):
     list_display = ('name', 'queue_list', 'email_address', 'keep_in_mailbox')
 
 
+@admin.register(ChecklistTemplate)
+class ChecklistTemplateAdmin(admin.ModelAdmin):
+    list_display = ('name', 'task_list')
+    search_fields = ('name', 'task_list')
+
+
+class ChecklistTaskInline(admin.TabularInline):
+    model = ChecklistTask
+
+
+@admin.register(Checklist)
+class ChecklistAdmin(admin.ModelAdmin):
+    list_display = ('name', 'ticket')
+    search_fields = ('name', 'ticket__id', 'ticket__title')
+    autocomplete_fields = ('ticket',)
+    list_select_related = ('ticket',)
+    inlines = (ChecklistTaskInline,)
+
+
 admin.site.register(PreSetReply)
 admin.site.register(EscalationExclusion)

helpdesk/forms.py

@@ -7,7 +7,6 @@ forms.py - Definitions of newforms-based forms for creating and maintaining
            tickets.
 """
 
-
 from datetime import datetime
 from django import forms
 from django.conf import settings
@@ -18,6 +17,8 @@ from django.utils.translation import gettext_lazy as _
 from helpdesk import settings as helpdesk_settings
 from helpdesk.lib import convert_value, process_attachments, safe_template_context
 from helpdesk.models import (
+    Checklist,
+    ChecklistTemplate,
     CustomField,
     FollowUp,
     IgnoreEmail,
@@ -602,3 +603,46 @@ class MultipleTicketSelectForm(forms.Form):
             raise ValidationError(
                 _('All selected tickets must share the same queue in order to be merged.'))
         return tickets
+
+
+class ChecklistTemplateForm(forms.ModelForm):
+    name = forms.CharField(
+        widget=forms.TextInput(attrs={'class': 'form-control'}),
+        required=True,
+    )
+    task_list = forms.JSONField(widget=forms.HiddenInput())
+
+    class Meta:
+        model = ChecklistTemplate
+        fields = ('name', 'task_list')
+
+    def clean_task_list(self):
+        task_list = self.cleaned_data['task_list']
+        return list(map(lambda task: task.strip(), task_list))
+
+
+class ChecklistForm(forms.ModelForm):
+    name = forms.CharField(
+        widget=forms.TextInput(attrs={'class': 'form-control'}),
+        required=True,
+    )
+
+    class Meta:
+        model = Checklist
+        fields = ('name',)
+
+
+class CreateChecklistForm(ChecklistForm):
+    checklist_template = forms.ModelChoiceField(
+        label=_("Template"),
+        queryset=ChecklistTemplate.objects.all(),
+        widget=forms.Select(attrs={'class': 'form-control'}),
+        required=False,
+    )
+
+    class Meta(ChecklistForm.Meta):
+        fields = ('checklist_template', 'name')
+
+
+class FormControlDeleteFormSet(forms.BaseInlineFormSet):
+    deletion_widget = forms.CheckboxInput(attrs={'class': 'form-control'})

helpdesk/migrations/0038_checklist_checklisttemplate_checklisttask.py

@@ -0,0 +1,54 @@
+# Generated by Django 4.2 on 2023-04-28 21:23
+
+from django.db import migrations, models
+import django.db.models.deletion
+import helpdesk.models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('helpdesk', '0037_alter_queue_email_box_type'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Checklist',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=100, verbose_name='Name')),
+                ('ticket', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='checklists', to='helpdesk.ticket', verbose_name='Ticket')),
+            ],
+            options={
+                'verbose_name': 'Checklist',
+                'verbose_name_plural': 'Checklists',
+            },
+        ),
+        migrations.CreateModel(
+            name='ChecklistTemplate',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=100, verbose_name='Name')),
+                ('task_list', models.JSONField(validators=[helpdesk.models.is_a_list_without_empty_element], verbose_name='Task List')),
+            ],
+            options={
+                'verbose_name': 'Checklist Template',
+                'verbose_name_plural': 'Checklist Templates',
+            },
+        ),
+        migrations.CreateModel(
+            name='ChecklistTask',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('description', models.CharField(max_length=250, verbose_name='Description')),
+                ('completion_date', models.DateTimeField(blank=True, null=True, verbose_name='Completion Date')),
+                ('position', models.PositiveSmallIntegerField(db_index=True, verbose_name='Position')),
+                ('checklist', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='tasks', to='helpdesk.checklist', verbose_name='Checklist')),
+            ],
+            options={
+                'verbose_name': 'Checklist Task',
+                'verbose_name_plural': 'Checklist Tasks',
+                'ordering': ('position',),
+            },
+        ),
+    ]

helpdesk/models.py

@@ -2002,3 +2002,92 @@ class TicketDependency(models.Model):
 
     def __str__(self):
         return '%s / %s' % (self.ticket, self.depends_on)
+
+
+def is_a_list_without_empty_element(task_list):
+    if not isinstance(task_list, list):
+        raise ValidationError(f'{task_list} is not a list')
+    for task in task_list:
+        if not isinstance(task, str):
+            raise ValidationError(f'{task} is not a string')
+        if task.strip() == '':
+            raise ValidationError('A task cannot be an empty string')
+
+
+class ChecklistTemplate(models.Model):
+    name = models.CharField(
+        verbose_name=_('Name'),
+        max_length=100
+    )
+    task_list = models.JSONField(verbose_name=_('Task List'), validators=[is_a_list_without_empty_element])
+
+    class Meta:
+        verbose_name = _('Checklist Template')
+        verbose_name_plural = _('Checklist Templates')
+
+    def __str__(self):
+        return self.name
+
+
+class Checklist(models.Model):
+    ticket = models.ForeignKey(
+        Ticket,
+        on_delete=models.CASCADE,
+        verbose_name=_('Ticket'),
+        related_name='checklists',
+    )
+    name = models.CharField(
+        verbose_name=_('Name'),
+        max_length=100
+    )
+
+    class Meta:
+        verbose_name = _('Checklist')
+        verbose_name_plural = _('Checklists')
+
+    def __str__(self):
+        return self.name
+
+    def create_tasks_from_template(self, template):
+        for position, task in enumerate(template.task_list):
+            self.tasks.create(description=task, position=position)
+
+
+class ChecklistTaskQuerySet(models.QuerySet):
+    def todo(self):
+        return self.filter(completion_date__isnull=True)
+
+    def completed(self):
+        return self.filter(completion_date__isnull=False)
+
+
+class ChecklistTask(models.Model):
+    checklist = models.ForeignKey(
+        Checklist,
+        on_delete=models.CASCADE,
+        verbose_name=_('Checklist'),
+        related_name='tasks',
+    )
+    description = models.CharField(
+        verbose_name=_('Description'),
+        max_length=250
+    )
+    completion_date = models.DateTimeField(
+        verbose_name=_('Completion Date'),
+        null=True,
+        blank=True
+    )
+    position = models.PositiveSmallIntegerField(
+        verbose_name=_('Position'),
+        db_index=True
+    )
+
+    objects = ChecklistTaskQuerySet.as_manager()
+
+    class Meta:
+        verbose_name = _('Checklist Task')
+        verbose_name_plural = _('Checklist Tasks')
+        ordering = ('position',)
+
+    def __str__(self):
+        return self.description

helpdesk/static/helpdesk/helpdesk-extend.css

@@ -102,3 +102,7 @@ table .tickettitle {
   overflow: hidden;
   text-overflow: ellipsis;
 }
+
+.handle {
+	cursor: grab;
+}

helpdesk/templates/helpdesk/checklist_confirm_delete.html

@@ -0,0 +1,45 @@
+{% extends "helpdesk/base.html" %}
+
+{% load i18n %}
+
+{% block helpdesk_title %}{% trans "Delete Checklist" %}{% endblock %}
+
+{% block helpdesk_breadcrumb %}
+    <li class="breadcrumb-item">
+        <a href="{% url 'helpdesk:list' %}">{% trans "Tickets" %}</a>
+    </li>
+    <li class="breadcrumb-item">
+        <a href="{% url 'helpdesk:list' %}{{ ticket.id }}/">{{ ticket.queue.slug }}-{{ ticket.id }}</a>
+    </li>
+    <li class="breadcrumb-item active">{{ checklist.name }}</li>
+{% endblock %}
+
+{% block helpdesk_body %}
+    <div class="row">
+        <div class="col-sm-6 offset-sm-3 col-xs-12">
+            <div class="card">
+                <div class="card-header">
+                    <h2>
+                        {% trans "Delete Checklist" %}
+                    </h2>
+                </div>
+                <div class="card-body">
+                    <form method='post'>
+                        {% csrf_token %}
+                        <p>{% trans "Are you sure your want to delete checklist" %} {{ checklist.name }} ?</p>
+                        <div class='buttons form-group text-center'>
+                            <a class="btn btn-secondary" href='{{ ticket.get_absolute_url }}'>
+                                <i class="fas fa-times"></i>
+                                {% trans "Don't Delete" %}
+                            </a>
+                            <button type='submit' class="btn btn-danger">
+                                <i class="fas fa-trash"></i>
+                                {% trans "Yes, I Understand - Delete" %}
+                            </button>
+                        </div>
+                    </form>
+                </div>
+            </div>
+        </div>
+    </div>
+{% endblock %}

helpdesk/templates/helpdesk/checklist_form.html

@@ -0,0 +1,103 @@
+{% extends "helpdesk/base.html" %}
+
+{% load i18n %}
+
+{% block helpdesk_title %}{% trans "Edit Checklist" %}{% endblock %}
+
+{% block helpdesk_breadcrumb %}
+    <li class="breadcrumb-item">
+        <a href="{% url 'helpdesk:list' %}">{% trans "Tickets" %}</a>
+    </li>
+    <li class="breadcrumb-item">
+        <a href="{% url 'helpdesk:list' %}{{ ticket.id }}/">{{ ticket.queue.slug }}-{{ ticket.id }}</a>
+    </li>
+    <li class="breadcrumb-item active">{{ checklist.name }}</li>
+{% endblock %}
+
+{% block helpdesk_body %}
+    <div class="card">
+        <div class="card-header">
+            <h2>
+                {% trans "Edit Checklist" %}
+                <a class="btn btn-danger float-right" href='{% url "helpdesk:delete_ticket_checklist" ticket.id checklist.id %}'>
+                    <i class="fas fa-trash"></i>
+                    {% trans "Delete checklist" %}
+                </a>
+            </h2>
+        </div>
+        <div class="card-body">
+            {% if form.non_field_errors %}
+                <p class="text-danger">
+                    {{ form.non_field_errors }}
+                </p>
+            {% endif %}
+            <form method='post'>
+                {% csrf_token %}
+                <div class="row">
+                    <div class="col-sm-6 col-xs-12 form-group">
+                        {{ form.name.label_tag }}
+                        {{ form.name }}
+                        {{ form.name.errors }}
+                    </div>
+                </div>
+                <h3>Tasks</h3>
+                {{ formset.management_form }}
+                <table class="table">
+                    <thead>
+                    <tr>
+                        <th class="text-right">{% trans "Position" %}</th>
+                        <th>{% trans "Description" %}</th>
+                        <th class="text-center">{% trans "Delete?" %}</th>
+                    </tr>
+                    </thead>
+                    <tbody id="tasks">
+                    {% for form in formset %}
+                        {% include 'helpdesk/include/task_form_row.html' %}
+                    {% endfor %}
+                    </tbody>
+                </table>
+                <button type="button" class="btn btn-secondary" id="addRow">
+                    <i class="fas fa-plus"></i>
+                    {% trans "Add task" %}
+                </button>
+                <div class='buttons form-group text-center'>
+                    <a class="btn btn-link" href='{{ ticket.get_absolute_url }}'>
+                        <i class="fas fa-times"></i>
+                        {% trans "Cancel Changes" %}
+                    </a>
+                    <button type='submit' class="btn btn-primary">
+                        <i class="fas fa-save"></i>
+                        {% trans "Save Changes" %}
+                    </button>
+                </div>
+            </form>
+        </div>
+    </div>
+{% endblock %}
+
+{% block helpdesk_js %}
+    <script src="https://unpkg.com/sortablejs-make/Sortable.min.js"></script>
+    <script src="https://cdn.jsdelivr.net/npm/jquery-sortablejs@latest/jquery-sortable.js"></script>
+    <script>
+        const updatePosition = () => {
+            $('#tasks tr').each((index, taskRow) => {
+                $(taskRow).find('input[id$=position]').val(index + 1)
+            })
+        }
+
+        $(() => {
+            const idTasksTotalForms = $('#id_tasks-TOTAL_FORMS')
+            $('#addRow').on('click', function() {
+                const formCount = idTasksTotalForms.val()
+                $('#tasks').append(`{% include 'helpdesk/include/task_form_row.html' with form=formset.empty_form %}`.replace(/__prefix__/g, formCount))
+                idTasksTotalForms.val(parseInt(formCount) + 1);
+                updatePosition()
+            });
+
+            $('#tasks').sortable({
+                handle: '.handle',
+                onChange: updatePosition
+            })
+        })
+    </script>
+{% endblock %}

helpdesk/templates/helpdesk/checklist_template_confirm_delete.html

@@ -0,0 +1,47 @@
+{% extends "helpdesk/base.html" %}
+
+{% load i18n %}
+
+{% block helpdesk_title %}{% trans "Delete Checklist Template" %}{% endblock %}
+
+{% block helpdesk_breadcrumb %}
+    <li class="breadcrumb-item">
+        <a href="{% url 'helpdesk:system_settings' %}">{% trans "System Settings" %}</a>
+    </li>
+    <li class="breadcrumb-item">
+        <a href="{% url 'helpdesk:checklist_templates' %}">{% trans "Checklist Templates" %}</a>
+    </li>
+    <li class="breadcrumb-item active">
+        {{ checklist_template }}
+    </li>
+{% endblock %}
+
+{% block helpdesk_body %}
+    <div class="row">
+        <div class="col-sm-6 offset-sm-3 col-xs-12">
+            <div class="card">
+                <div class="card-header">
+                    <h2>
+                        {% trans "Delete Checklist Template" %}
+                    </h2>
+                </div>
+                <div class="card-body">
+                    <form method='post'>
+                        {% csrf_token %}
+                        <p>{% trans "Are you sure your want to delete checklist template" %} {{ checklist_template.name }} ?</p>
+                        <div class='buttons form-group text-center'>
+                            <a class="btn btn-secondary" href='{% url 'helpdesk:checklist_templates' %}'>
+                                <i class="fas fa-times"></i>
+                                {% trans "Don't Delete" %}
+                            </a>
+                            <button type='submit' class="btn btn-danger">
+                                <i class="fas fa-trash"></i>
+                                {% trans "Yes, I Understand - Delete" %}
+                            </button>
+                        </div>
+                    </form>
+                </div>
+            </div>
+        </div>
+    </div>
+{% endblock %}

helpdesk/templates/helpdesk/checklist_templates.html

@@ -0,0 +1,119 @@
+{% extends "helpdesk/base.html" %}
+
+{% load i18n %}
+
+{% block helpdesk_title %}{% trans "Checklist Templates" %}{% endblock %}
+
+{% block helpdesk_breadcrumb %}
+    <li class="breadcrumb-item">
+        <a href="{% url 'helpdesk:system_settings' %}">{% trans "System Settings" %}</a>
+    </li>
+    <li class="breadcrumb-item active">{% trans "Checklist Templates" %}</li>
+{% endblock %}
+
+{% block helpdesk_body %}
+    <h2>{% trans "Maintain checklist templates" %}</h2>
+    <div class="row mt-4">
+        <div class="col-sm-6 col-xs-12">
+            <div class="card">
+                <div class="card-header">
+                    {% if checklist_template %}
+                        {% trans "Edit checklist template" %}
+                    {% else %}
+                        {% trans "Create new checklist template" %}
+                    {% endif %}
+                </div>
+                <form method="post">
+                    <div class="card-body">
+                        {% csrf_token %}
+                        {{ form.as_p }}
+                        <table class="table">
+                            <thead>
+                            <tr>
+                                <th></th>
+                                <th>Task</th>
+                                <th class="text-center">Actions</th>
+                            </tr>
+                            </thead>
+                            <tbody id="tasks">
+                                {% if checklist_template %}
+                                    {% for value in checklist_template.task_list %}
+                                        {% include 'helpdesk/include/template_task_form_row.html' %}
+                                    {% endfor %}
+                                {% else %}
+                                    {% include 'helpdesk/include/template_task_form_row.html' %}
+                                {% endif %}
+                            </tbody>
+                        </table>
+                         <button type="button" id="addTask" class="btn btn-sm btn-secondary">
+                            <i class="fas fa-plus"></i>
+                            {% trans "Add another task" %}
+                        </button>
+                    </div>
+                    <div class="card-footer text-center">
+                        {% if checklist_template %}
+                            <a href="{% url 'helpdesk:checklist_templates' %}" class="btn btn-secondary">
+                                <i class="fas fa-times"></i>
+                                {% trans "Cancel" %}
+                            </a>
+                        {% endif %}
+                        <button type="submit" class="btn btn-primary">
+                            <i class="fas fa-save"></i>
+                            {% trans "Save checklist template" %}
+                        </button>
+                    </div>
+                </form>
+            </div>
+        </div>
+        <div class="col-sm-6 col-xs-12">
+            <div class="list-group">
+                {% for checklist in checklists %}
+                    <div class="list-group-item d-flex justify-content-between align-items-center{% if checklist_template.id == checklist.id %} active{% endif %}">
+                        <span>
+                            {{ checklist.name }}
+                            {% if checklist_template.id != checklist.id %}
+                                <a class="btn btn-secondary btn-sm" href="{% url 'helpdesk:edit_checklist_template' checklist.id %}">
+                                    <i class="fas fa-edit"></i>
+                                </a>
+                            {% endif %}
+                            <a class="btn btn-sm btn-danger" href="{% url 'helpdesk:delete_checklist_template' checklist.id %}">
+                                <i class="fas fa-trash"></i>
+                            </a>
+                        </span>
+                        <span class="badge badge-secondary badge-pill">{{ checklist.task_list|length }} {% trans "tasks" %}</span>
+                    </div>
+                {% endfor %}
+            </div>
+        </div>
+    </div>
+{% endblock %}
+
+{% block helpdesk_js %}
+    <script src="https://unpkg.com/sortablejs-make/Sortable.min.js"></script>
+    <script src="https://cdn.jsdelivr.net/npm/jquery-sortablejs@latest/jquery-sortable.js"></script>
+    <script>
+        const updateTemplateTaskList = () => {
+            let tasks = []
+            $('#tasks .taskInput').each((index, taskInput) => {
+                tasks.push($(taskInput).val())
+            })
+            $('#id_task_list').val(JSON.stringify(tasks))
+        }
+
+        const removeTask = (btn) => {
+            $(btn).parents('tr').remove()
+            updateTemplateTaskList()
+        }
+
+        $(() => {
+            $('#addTask').on('click', () => {
+                $('#tasks').append(`{% include 'helpdesk/include/template_task_form_row.html' %}`)
+            })
+
+            $('#tasks').sortable({
+                handle: '.handle',
+                onChange: updateTemplateTaskList
+            })
+        })
+    </script>
+{% endblock %}

helpdesk/templates/helpdesk/email_ignore_list.html

@@ -2,6 +2,13 @@
 
 {% block helpdesk_title %}{% trans "Ignored E-Mail Addresses" %}{% endblock %}
 
+{% block helpdesk_breadcrumb %}
+    <li class="breadcrumb-item">
+        <a href="{% url 'helpdesk:system_settings' %}">{% trans "System Settings" %}</a>
+    </li>
+    <li class="breadcrumb-item active">Ignored E-Mail Addresses</li>
+{% endblock %}
+
 {% block helpdesk_body %}{% blocktrans %}
 <h2>Ignored E-Mail Addresses</h2>
 

helpdesk/templates/helpdesk/include/task_form_row.html

@@ -0,0 +1,16 @@
+<tr>
+    {{ form.id }}
+    <td title="Drag & Drop" class="text-right handle">
+        <i class="fas fa-grip-vertical"></i>
+        {{ form.position }}
+        {{ form.position.errors }}
+    </td>
+    <td>
+        {{ form.description }}
+        {{ form.description.errors }}
+    </td>
+    <td>
+        {{ form.DELETE }}
+        {{ form.DELETE.errors }}
+    </td>
+</tr>

helpdesk/templates/helpdesk/include/template_task_form_row.html

@@ -0,0 +1,13 @@
+<tr>
+    <td title="Drag & Drop" class="text-center handle">
+        <i class="fas fa-grip-vertical"></i>
+    </td>
+    <td>
+        <input class="form-control taskInput" oninput="updateTemplateTaskList()" required value="{{ value }}">
+    </td>
+    <td class="text-center">
+        <button type="button" class="btn btn-sm btn-danger" onclick="removeTask(this)">
+            <i class="fas fa-times"></i>
+        </button>
+    </td>
+</tr>

helpdesk/templates/helpdesk/system_settings.html

@@ -18,6 +18,7 @@
 
 <ul>
     <li><a href='{% url 'helpdesk:email_ignore' %}'>{% trans "E-Mail Ignore list" %}</a></li>
+    <li><a href='{% url 'helpdesk:checklist_templates' %}'>{% trans "Checklist Templates" %}</a></li>
     <li><a href='{% url 'admin:helpdesk_queue_changelist' %}'>{% trans "Maintain Queues" %}</a></li>
     <li><a href='{% url 'admin:helpdesk_presetreply_changelist' %}'>{% trans "Maintain Pre-Set Replies" %}</a></li>
     {% if helpdesk_settings.HELPDESK_KB_ENABLED %}

helpdesk/templates/helpdesk/ticket.html

@@ -6,9 +6,6 @@
 
 {% block helpdesk_title %}{{ ticket.queue.slug }}-{{ ticket.id }} : {% trans "View Ticket Details" %}{% endblock %}
 
-{% block helpdesk_head %}
-{% endblock %}
-
 {% block h1_title %}{{ ticket.ticket_for_url }}{% endblock %}
 
 {% block helpdesk_breadcrumb %}
@@ -166,7 +163,7 @@
                 {% endif %}
             </dl>
 
-        <p id='ShowFurtherOptPara'><button class="btn btn-warning btn-sm" id='ShowFurtherEditOptions'>{% trans "Change Further Details &raquo;" %}</button></p>
+        <p id='ShowFurtherOptPara'><button type="button" class="btn btn-warning btn-sm" id='ShowFurtherEditOptions'>{% trans "Change Further Details &raquo;" %}</button></p>
 
         <div id='FurtherEditOptions' style='display: none;'>
 
@@ -188,7 +185,41 @@
 
         </div>
 
-        <p id='ShowFileUploadPara'><button class="btn btn-warning btn-sm" id='ShowFileUpload'>{% trans "Attach File(s) &raquo;" %}</button></p>
+        {% if ticket.checklists.exists %}
+            <p>
+                <button type="button" class="btn btn-warning btn-sm" id='ShowChecklistEditOptions'>
+                    {% trans "Update checklists" %} &raquo;
+                </button>
+            </p>
+
+            <div id="checklistEdit" style="display: none">
+                <div class="row">
+                    {% for checklist in ticket.checklists.all %}
+                        <div class="col-sm-4 col-xs-12">
+                            <div class="card mb-4">
+                                <div class="card-header">
+                                    <h5>{{ checklist }}</h5>
+                                </div>
+                                <div class="card-body">
+                                    <div class="list-group">
+                                        {% for task in checklist.tasks.all %}
+                                            <div class="list-group-item"{% if task.completion_date %} title="{% trans "Completed on" %} {{ task.completion_date }}" {% endif %}>
+                                                <label>
+                                                    <input type="checkbox" name="checklist-{{ checklist.id }}" value="{{ task.id }}" {% if task.completion_date %} checked{% endif %}>
+                                                    {{ task }}
+                                                </label>
+                                            </div>
+                                        {% endfor %}
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    {% endfor %}
+                </div>
+            </div>
+        {% endif %}
+
+        <p id='ShowFileUploadPara'><button type="button" class="btn btn-warning btn-sm" id='ShowFileUpload'>{% trans "Attach File(s) &raquo;" %}</button></p>
 
         <div id='FileUpload' style='display: none;'>
 
@@ -214,6 +245,33 @@
 
             </div>
         </div>
+
+        <div class="modal fade" id="createChecklistModal" tabindex="-1" role="dialog" aria-labelledby="exampleModalCenterTitle" aria-hidden="true">
+            <div class="modal-dialog modal-dialog-centered" role="document">
+                <div class="modal-content">
+                    <form method="post">
+                        {% csrf_token %}
+                        <div class="modal-header">
+                            <h5 class="modal-title">{% trans "Add a new checklist" %}</h5>
+                            <button type="button" class="close" data-dismiss="modal" aria-label="{% trans 'Close' %}">
+                                <span aria-hidden="true">&times;</span>
+                            </button>
+                        </div>
+                        <div class="modal-body">
+                            <p>{% trans "You can select a template to generate a checklist with a predefined set of tasks." %}</p>
+                            <p>{% trans "Ignore it and only give a name to create an empty checklist." %}</p>
+                            {{ checklist_form.as_p }}
+                        </div>
+                        <div class="modal-footer">
+                            <a class="btn btn-secondary" href="{% url 'helpdesk:checklist_templates' %}">
+                                Manage templates
+                            </a>
+                            <button type="submit" class="btn btn-primary">{% trans "Add" %}</button>
+                        </div>
+                    </form>
+                </div>
+            </div>
+        </div>
     {% endif %}
 {% endblock %}
 
@@ -229,13 +287,15 @@ $( function() {
 $(document).ready(function() {
     $("#ShowFurtherEditOptions").click(function() {
         $("#FurtherEditOptions").toggle();
-        return false;
+    });
+
+    $("#ShowChecklistEditOptions").click(function() {
+        $("#checklistEdit").toggle();
     });
 
     $("#ShowFileUpload").click(function() {
         $("#FileUpload").fadeIn();
         $("#ShowFileUploadPara").hide();
-        return false;
     });
 
     $('#id_preset').change(function() {
@@ -247,6 +307,19 @@ $(document).ready(function() {
         }
     });
 
+    // Preset name of checklist when a template is selected
+    $('#id_checklist_template').on('change', function() {
+        const nameField = $('#id_name')
+        const selectedTemplate = $(this).children(':selected')
+        if (nameField.val() === '' && selectedTemplate.val()) {
+            nameField.val(selectedTemplate.text())
+        }
+    })
+
+    $('.disabledTask').on('click', () => {
+        alert('{% trans 'If you want to update state of checklist tasks, please do a Follow-Up response and click on "Update checklists"' %}')
+    })
+
     $("[data-toggle=tooltip]").tooltip();
 
     // lists for file input change events, then updates the associated text label

helpdesk/templates/helpdesk/ticket_desc_table.html

@@ -10,64 +10,111 @@
         <div class="table-responsive">
             <table class="table table-sm table-border">
                 <thead class="thead-light">
-                    <tr class=''><th colspan='4'><h3>{{ ticket.queue.slug }}-{{ ticket.id }}. {{ ticket.title }} [{{ ticket.get_status }}]</h3>
+                    <tr class=''>
+                        <th colspan='4'>
+                            <h3>{{ ticket.queue.slug }}-{{ ticket.id }}. {{ ticket.title }} [{{ ticket.get_status }}]</h3>
                             {% blocktrans with ticket.queue as queue %}Queue: {{ queue }}{% endblocktrans %}
                             <span class='ticket_toolbar float-right'>
-                        <a href="{% url 'helpdesk:edit' ticket.id %}" class="ticket-edit"><button class="btn btn-warning btn-sm"><i class="fas fa-pencil-alt"></i> {% trans "Edit" %}</button></a>
+                                <a href="{% url 'helpdesk:edit' ticket.id %}" class="btn btn-warning btn-sm ticket-edit">
-                    | <a href="{% url 'helpdesk:delete' ticket.id %}" class="ticket-delete"><button class="btn btn-danger btn-sm"><i class="fas fa-trash-alt"></i> {% trans "Delete" %}</button></a>
+                                    <i class="fas fa-pencil-alt"></i> {% trans "Edit" %}
-                    |
+                                </a>
-                    {% if ticket.on_hold %}
+                                | <a href="{% url 'helpdesk:delete' ticket.id %}" class="btn btn-danger btn-sm ticket-delete">
+                                    <i class="fas fa-trash-alt"></i> {% trans "Delete" %}
+                                </a>
+                                | {% if ticket.on_hold %}
                                     <form class="form-inline ticket-hold" method='post' action='unhold/'>
                                         {% csrf_token %}
-                        <button class="btn btn-warning btn-sm" type='submit'><i class="fas fa-play"></i> {% trans "Unhold" %}</button>
+                                        <button class="btn btn-warning btn-sm" type='submit'>
+                                            <i class="fas fa-play"></i> {% trans "Unhold" %}
+                                        </button>
                                     </form>
                                 {% else %}
                                     <form class="form-inline ticket-hold" method='post' action='hold/'>
                                         {% csrf_token %}
-                        <button class="btn btn-warning btn-sm" type='submit'><i class="fas fa-pause"></i> {% trans "Hold" %}</button>
+                                        <button class="btn btn-warning btn-sm" type='submit'>
+                                            <i class="fas fa-pause"></i> {% trans "Hold" %}
+                                        </button>
                                     </form>
                                 {% endif %}
-                    </span></th></tr>
+                            </span>
+                        </th>
+                    </tr>
                 </thead>
                 <tbody>
                     {% for customfield in ticket.ticketcustomfieldvalue_set.all %}
                         <tr>
                             <th class="table-secondary">{{ customfield.field.label }}</th>
-                        <td>{% spaceless %}{% if "url" == customfield.field.data_type %}<a href='{{ customfield.value }}'>{{ customfield.value }}</a>
+                            <td>
-                            {% elif "datetime" == customfield.field.data_type %}{{ customfield.value|datetime_string_format }}
+                                {% spaceless %}
-                            {% elif "date" == customfield.field.data_type %}{{ customfield.value|datetime_string_format }}
+                                    {% if "url" == customfield.field.data_type %}
-                            {% elif "time" == customfield.field.data_type %}{{ customfield.value|datetime_string_format }}
+                                        <a href='{{ customfield.value }}'>{{ customfield.value }}</a>
-                            {% else %}{{ customfield.value|default:"" }}
+                                    {% elif "datetime" == customfield.field.data_type %}
-                            {% endif %}{% endspaceless %}</td>
+                                        {{ customfield.value|datetime_string_format }}
-                    </tr>{% endfor %}
+                                    {% elif "date" == customfield.field.data_type %}
+                                        {{ customfield.value|datetime_string_format }}
+                                    {% elif "time" == customfield.field.data_type %}
+                                        {{ customfield.value|datetime_string_format }}
+                                    {% else %}
+                                        {{ customfield.value|default:"" }}
+                                    {% endif %}
+                                {% endspaceless %}
+                            </td>
+                        </tr>
+                    {% endfor %}
                     <tr>
                         <th class="table-active">{% trans "Due Date" %}</th>
-                        <td>{{ ticket.due_date|date:"DATETIME_FORMAT" }} {% if ticket.due_date %}({{ ticket.due_date|naturaltime }}){% endif %}
+                        <td>
+                            {{ ticket.due_date|date:"DATETIME_FORMAT" }}
+                            {% if ticket.due_date %}({{ ticket.due_date|naturaltime }}){% endif %}
                         </td>
                         <th class="table-active">{% trans "Submitted On" %}</th>
                         <td>{{ ticket.created|date:"DATETIME_FORMAT" }} ({{ ticket.created|naturaltime }})</td>
                     </tr>
                     <tr>
                         <th class="table-active">{% trans "Assigned To" %}</th>
-                        <td>{{ ticket.get_assigned_to }}{% if _('Unassigned') == ticket.get_assigned_to  %} <strong>
+                        <td>
-                                <a data-toggle="tooltip" href='?take' title='{% trans "Assign this ticket to " %}{{ request.user.email }}'><button type="button" class="btn btn-primary btn-sm float-right"><i class="fas fa-hand-paper"></i></button></a>
+                            {{ ticket.get_assigned_to }}
-                        </strong>{% endif %}
+                            {% if _('Unassigned') == ticket.get_assigned_to  %}
+                                <a class="btn btn-primary btn-sm float-right" data-toggle="tooltip" href='?take' title='{% trans "Assign this ticket to " %}{{ request.user.email }}'>
+                                    <i class="fas fa-hand-paper"></i>
+                                </a>
+                            {% endif %}
                         </td>
                         <th class="table-active">{% trans "Submitter E-Mail" %}</th>
-                        <td> {{ ticket.submitter_email }}
+                        <td>
-                                                         {% if user.is_superuser %} {% if submitter_userprofile_url %}<strong><a data-toggle="tooltip" href='{{submitter_userprofile_url}}' title='{% trans "Edit " %}{{ ticket.submitter_email }}{% trans " user profile" %}'><button type="button" class="btn btn-primary btn-sm"><i class="fas fa-address-book"></i></button></a></strong>{% endif %}
+                            {{ ticket.submitter_email }}
-                            <strong><a data-toggle="tooltip" href ="{% url 'helpdesk:list'%}?q={{ticket.submitter_email}}" title='{% trans "Display tickets filtered for " %}{{ ticket.submitter_email }}{% trans " as a keyword" %}'>
+                            {% if user.is_superuser %}
-                                <button type="button" class="btn btn-primary btn-sm"><i class="fas fa-search"></i></button></a></strong>
+                                {% if submitter_userprofile_url %}
-                        <strong><a data-toggle="tooltip" href='{% url 'helpdesk:email_ignore_add' %}?email={{ ticket.submitter_email }}' title='{% trans "Add email address for the ticket system to ignore." %}'>
+                                    <a class="btn btn-primary btn-sm" data-toggle="tooltip" href='{{submitter_userprofile_url}}' title='{% trans "Edit " %}{{ ticket.submitter_email }}{% trans " user profile" %}'>
-                                <button type="button" class="btn btn-warning btn-sm float-right"><i class="fas fa-eye-slash"></i></button></a></strong>{% endif %}
+                                        <i class="fas fa-address-book"></i>
+                                    </a>
+                                {% endif %}
+                                <a class="btn btn-primary btn-sm" data-toggle="tooltip" href ="{% url 'helpdesk:list'%}?q={{ticket.submitter_email}}" title='{% trans "Display tickets filtered for " %}{{ ticket.submitter_email }}{% trans " as a keyword" %}'>
+                                    <i class="fas fa-search"></i>
+                                </a>
+                                <a class="btn btn-warning btn-sm float-right" data-toggle="tooltip" href='{% url 'helpdesk:email_ignore_add' %}?email={{ ticket.submitter_email }}' title='{% trans "Add email address for the ticket system to ignore." %}'>
+                                    <i class="fas fa-eye-slash"></i>
+                                </a>
+                            {% endif %}
                         </td>
                     </tr>
                     <tr>
                         <th class="table-active">{% trans "Priority" %}</th>
-                        <td class="{% if ticket.priority < 3 %}table-warning{% endif %}">{{ ticket.get_priority_display }}
+                        <td class="{% if ticket.priority < 3 %}table-warning{% endif %}">
+                            {{ ticket.get_priority_display }}
                         </td>
                         <th class="table-active">{% trans "Copies To" %}</th>
-                        <td>{{ ticketcc_string }} <a data-toggle='tooltip' href='{% url 'helpdesk:ticket_cc' ticket.id %}' title='{% trans "Click here to add / remove people who should receive an e-mail whenever this ticket is updated." %}'><strong><button type="button" class="btn btn-warning btn-sm float-right"><i class="fa fa-share"></i></button></strong></a>{% if SHOW_SUBSCRIBE %} <strong><a data-toggle='tooltip' href='?subscribe' title='{% trans "Click here to subscribe yourself to this ticket, if you want to receive an e-mail whenever this ticket is updated." %}'><button type="button" class="btn btn-warning btn-sm float-right"><i class="fas fa-rss-square"></i></button></a></strong>{% endif %}</td>
+                        <td>
+                            {{ ticketcc_string }}
+                            <a class="btn btn-warning btn-sm float-right" data-toggle='tooltip' href='{% url 'helpdesk:ticket_cc' ticket.id %}' title='{% trans "Click here to add / remove people who should receive an e-mail whenever this ticket is updated." %}'>
+                                <i class="fa fa-share"></i>
+                            </a>
+                            {% if SHOW_SUBSCRIBE %}
+                                <a class="btn btn-warning btn-sm float-right" data-toggle='tooltip' href='?subscribe' title='{% trans "Click here to subscribe yourself to this ticket, if you want to receive an e-mail whenever this ticket is updated." %}'>
+                                    <i class="fas fa-rss-square"></i>
+                                </a>
+                            {% endif %}
+                        </td>
                     </tr>
 
                     {% if helpdesk_settings.HELPDESK_ENABLE_DEPENDENCIES_ON_TICKET != False and helpdesk_settings.HELPDESK_ENABLE_TIME_SPENT_ON_TICKET != False %}
@@ -109,9 +156,14 @@
                             <ul>
                             {% for followup in ticket.followup_set.all %}
                                 {% for attachment in followup.followupattachment_set.all %}
-                            <li><a href='{{ attachment.file.url }}'>{{ attachment.filename }}</a> ({{ attachment.mime_type }}, {{ attachment.size|filesizeformat }})
+                                    <li>
+                                        <a href='{{ attachment.file.url }}'>
+                                            {{ attachment.filename }}
+                                        </a> ({{ attachment.mime_type }}, {{ attachment.size|filesizeformat }})
                                         {% if followup.user and request.user == followup.user %}
-                            <a href='{% url 'helpdesk:attachment_del' ticket.id attachment.id %}'><button class="btn btn-danger btn-sm"><i class="fas fa-trash"></i></button></a>
+                                            <a class="btn btn-danger btn-sm" href='{% url 'helpdesk:attachment_del' ticket.id attachment.id %}'>
+                                                <i class="fas fa-trash"></i>
+                                            </a>
                                         {% endif %}
                                     </li>
                                 {% endfor %}
@@ -120,20 +172,92 @@
                         </td>
                     </tr>
                     <tr>
-                        <td id="ticket-description" colspan='4'>
+                        <th class="table-active">{% trans "Checklists" %}</th>
-                            <h4>{% trans "Description" %}</h4>
+                        <td colspan="3">
-                            {{ ticket.get_markdown|urlizetrunc:50|num_to_link }}</td>
+                            <div class="container-fluid">
-                    </tr>
+                                <div class="row align-items-baseline">
-
+                                    {% for checklist in ticket.checklists.all %}
-                    {% if ticket.resolution %}<tr>
+                                        <div class="col-sm-4 col-xs-12">
-                        <th colspan='2'>{% trans "Resolution" %}{% if "Resolved" == ticket.get_status_display %} <a href='?close'><button type="button" class="btn btn-warning btn-sm">{% trans "Accept and Close" %}</button></a>{% endif %}</th>
+                                            <div class="card mb-4">
+                                                <div class="card-header">
+                                                    <h5>
+                                                        <span data-toggle="collapse" data-target="#checklist{{ checklist.id }}" onclick="$(this).siblings('button').children('i').toggleClass('fa-caret-down fa-caret-up')">
+                                                            {{ checklist }}
+                                                        </span>
+                                                        <a class="btn btn-link btn-sm" href="{% url 'helpdesk:edit_ticket_checklist' ticket.id checklist.id %}">
+                                                            <i class="fas fa-edit"></i>
+                                                        </a>
+                                                        <button class="btn btn-secondary btn-sm float-right" data-toggle="collapse" data-target="#checklist{{ checklist.id }}" onclick="$(this).children('i').toggleClass('fa-caret-down fa-caret-up')">
+                                                            <i class="fas fa-caret-down"></i>
+                                                        </button>
+                                                    </h5>
+                                                </div>
+                                                <div class="card-body collapse" id="checklist{{ checklist.id }}">
+                                                    <div class="list-group">
+                                                        {% for task in checklist.tasks.all %}
+                                                            <div class="list-group-item"{% if task.completion_date %} title="{% trans "Completed on" %} {{ task.completion_date }}" {% endif %}>
+                                                                <label class="disabledTask">
+                                                                    <input type="checkbox" disabled{% if task.completion_date %} checked{% endif %}>
+                                                                    {{ task }}
+                                                                </label>
+                                                            </div>
+                                                        {% endfor %}
+                                                    </div>
+                                                </div>
+                                                {% if checklist.tasks.completed.count %}
+                                                    <div class="card-footer">
+                                                        <div class="progress">
+                                                            {% widthratio checklist.tasks.completed.count checklist.tasks.count 100 as width  %}
+                                                            <div class="progress-bar" role="progressbar" style="width: {{ width }}%" aria-valuenow="{{ width }}" aria-valuemin="0" aria-valuemax="100">
+                                                                {{ width }}%
+                                                            </div>
+                                                        </div>
+                                                    </div>
+                                                {% endif %}
+                                            </div>
+                                        </div>
+                                    {% endfor %}
+                                    <div class="col-sm-4 col-xs-12">
+                                        <button type="button" class="btn btn-sm btn-secondary" data-toggle="modal" data-target="#createChecklistModal">
+                                            <i class="fas fa-plus"></i>
+                                            {% trans "Create new checklist" %}
+                                        </button>
+                                    </div>
+                                </div>
+                            </div>
+                        </td>
                     </tr>
                     <tr>
-                        <td colspan='2'>{{ ticket.get_resolution_markdown|urlizetrunc:50|linebreaksbr }}</td>
+                        <td id="ticket-description" colspan='4'>
-                    </tr>{% endif %}
+                            <h4>{% trans "Description" %}</h4>
+                            {{ ticket.get_markdown|urlizetrunc:50|num_to_link }}
+                        </td>
+                    </tr>
+
+                    {% if ticket.resolution %}
+                        <tr>
+                            <th colspan='4'>
+                                {% trans "Resolution" %}
+                                {% if "Resolved" == ticket.get_status_display %}
+                                    <a href='?close'>
+                                        <button type="button" class="btn btn-warning btn-sm">
+                                        {% trans "Accept and Close" %}
+                                        </button>
+                                    </a>
+                                {% endif %}
+                            </th>
+                        </tr>
+                        <tr>
+                            <td colspan='4'>{{ ticket.get_resolution_markdown|urlizetrunc:50|linebreaksbr }}</td>
+                        </tr>
+                    {% endif %}
                 </tbody>
             </table>
-            <a href='#FurtherEditOptions'><button type="button" class="btn btn-sm btn-warning float-right" onclick="$('#FurtherEditOptions').fadeIn()"><i class="fas fa-pencil-alt"></i>&nbsp;{% trans "Edit details" %}</button></a>
+            <a href='#FurtherEditOptions'>
+                <button type="button" class="btn btn-sm btn-warning float-right" onclick="$('#FurtherEditOptions').fadeIn()">
+                    <i class="fas fa-pencil-alt"></i>&nbsp;{% trans "Edit details" %}
+                </button>
+            </a>
         </div>
         <!-- /.table-responsive -->
     </div>

helpdesk/tests/test_checklist.py

@@ -0,0 +1,252 @@
+from datetime import datetime
+from django.contrib.auth import get_user_model
+from django.test import TestCase
+from django.urls import reverse
+from helpdesk.models import Checklist, ChecklistTask, ChecklistTemplate, Queue, Ticket
+
+
+class TicketChecklistTestCase(TestCase):
+    @classmethod
+    def setUpTestData(cls):
+        user = get_user_model().objects.create_user('User', password='pass')
+        user.is_staff = True
+        user.save()
+        cls.user = user
+
+    def setUp(self) -> None:
+        self.client.login(username='User', password='pass')
+
+        self.ticket = Ticket.objects.create(queue=Queue.objects.create(title='Queue', slug='queue'))
+
+    def test_create_checklist(self):
+        self.assertEqual(self.ticket.checklists.count(), 0)
+        checklist_name = 'test empty checklist'
+
+        response = self.client.post(
+            reverse('helpdesk:view', kwargs={'ticket_id': self.ticket.id}),
+            data={'name': checklist_name},
+            follow=True
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/checklist_form.html')
+        self.assertContains(response, checklist_name)
+
+        self.assertEqual(self.ticket.checklists.count(), 1)
+
+    def test_create_checklist_from_template(self):
+        self.assertEqual(self.ticket.checklists.count(), 0)
+        checklist_name = 'test checklist from template'
+
+        checklist_template = ChecklistTemplate.objects.create(
+            name='Test template',
+            task_list=['first', 'second', 'last']
+        )
+
+        response = self.client.post(
+            reverse('helpdesk:view', kwargs={'ticket_id': self.ticket.id}),
+            data={'name': checklist_name, 'checklist_template': checklist_template.id},
+            follow=True
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/checklist_form.html')
+        self.assertContains(response, checklist_name)
+
+        self.assertEqual(self.ticket.checklists.count(), 1)
+        created_checklist = self.ticket.checklists.get()
+        self.assertEqual(created_checklist.tasks.count(), 3)
+        self.assertEqual(created_checklist.tasks.all()[0].description, 'first')
+        self.assertEqual(created_checklist.tasks.all()[1].description, 'second')
+        self.assertEqual(created_checklist.tasks.all()[2].description, 'last')
+
+    def test_edit_checklist(self):
+        checklist = self.ticket.checklists.create(name='Test checklist')
+        first_task = checklist.tasks.create(description='First task', position=1)
+        checklist.tasks.create(description='To delete task', position=2)
+
+        url = reverse('helpdesk:edit_ticket_checklist', kwargs={
+            'ticket_id': self.ticket.id,
+            'checklist_id': checklist.id,
+        })
+
+        response = self.client.get(url)
+
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/checklist_form.html')
+        self.assertContains(response, 'Test checklist')
+        self.assertContains(response, 'First task')
+        self.assertContains(response, 'To delete task')
+
+        response = self.client.post(
+            url,
+            data={
+                'name': 'New name',
+                'tasks-TOTAL_FORMS': 3,
+                'tasks-INITIAL_FORMS': 2,
+                'tasks-0-id': '1',
+                'tasks-0-description': 'First task edited',
+                'tasks-0-position': '2',
+                'tasks-1-id': '2',
+                'tasks-1-description': 'To delete task',
+                'tasks-1-DELETE': 'on',
+                'tasks-1-position': '2',
+                'tasks-2-description': 'New first task',
+                'tasks-2-position': '1',
+            },
+            follow=True
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/ticket.html')
+
+        checklist.refresh_from_db()
+        self.assertEqual(checklist.name, 'New name')
+        self.assertEqual(checklist.tasks.count(), 2)
+        first_task.refresh_from_db()
+        self.assertEqual(first_task.description, 'First task edited')
+        self.assertEqual(checklist.tasks.all()[0].description, 'New first task')
+        self.assertEqual(checklist.tasks.all()[1].description, 'First task edited')
+
+    def test_delete_checklist(self):
+        checklist = self.ticket.checklists.create(name='Test checklist')
+        checklist.tasks.create(description='First task', position=1)
+        self.assertEqual(Checklist.objects.count(), 1)
+        self.assertEqual(ChecklistTask.objects.count(), 1)
+
+        response = self.client.post(
+            reverse(
+                'helpdesk:delete_ticket_checklist',
+                kwargs={'ticket_id': self.ticket.id, 'checklist_id': checklist.id}
+            ),
+            follow=True
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/ticket.html')
+
+        self.assertEqual(Checklist.objects.count(), 0)
+        self.assertEqual(ChecklistTask.objects.count(), 0)
+
+    def test_mark_task_as_done(self):
+        checklist = self.ticket.checklists.create(name='Test checklist')
+        task = checklist.tasks.create(description='Task', position=1)
+        self.assertIsNone(task.completion_date)
+
+        self.assertEqual(self.ticket.followup_set.count(), 0)
+
+        response = self.client.post(
+            reverse('helpdesk:update', kwargs={'ticket_id': self.ticket.id}),
+            data={
+                f'checklist-{checklist.id}': task.id
+            },
+            follow=True
+        )
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/ticket.html')
+
+        self.assertEqual(self.ticket.followup_set.count(), 1)
+        followup = self.ticket.followup_set.get()
+        self.assertEqual(followup.ticketchange_set.count(), 1)
+        self.assertEqual(followup.ticketchange_set.get().old_value, 'To do')
+        self.assertEqual(followup.ticketchange_set.get().new_value, 'Completed')
+
+        task.refresh_from_db()
+        self.assertIsNotNone(task.completion_date)
+
+    def test_mark_task_as_undone(self):
+        checklist = self.ticket.checklists.create(name='Test checklist')
+        task = checklist.tasks.create(description='Task', position=1, completion_date=datetime(2023, 5, 1))
+        self.assertIsNotNone(task.completion_date)
+
+        self.assertEqual(self.ticket.followup_set.count(), 0)
+
+        response = self.client.post(
+            reverse('helpdesk:update', kwargs={'ticket_id': self.ticket.id}),
+            follow=True
+        )
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/ticket.html')
+
+        self.assertEqual(self.ticket.followup_set.count(), 1)
+        followup = self.ticket.followup_set.get()
+        self.assertEqual(followup.ticketchange_set.count(), 1)
+        self.assertEqual(followup.ticketchange_set.get().old_value, 'Completed')
+        self.assertEqual(followup.ticketchange_set.get().new_value, 'To do')
+
+        task.refresh_from_db()
+        self.assertIsNone(task.completion_date)
+
+    def test_display_checklist_templates(self):
+        ChecklistTemplate.objects.create(
+            name='Test checklist template',
+            task_list=['first', 'second', 'third']
+        )
+
+        response = self.client.get(reverse('helpdesk:checklist_templates'))
+
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/checklist_templates.html')
+        self.assertContains(response, 'Test checklist template')
+        self.assertContains(response, '3 tasks')
+
+    def test_create_checklist_template(self):
+        self.assertEqual(ChecklistTemplate.objects.count(), 0)
+
+        response = self.client.post(
+            reverse('helpdesk:checklist_templates'),
+            data={
+                'name': 'Test checklist template',
+                'task_list': '["first", "second", "third"]'
+            },
+            follow=True
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/checklist_templates.html')
+
+        self.assertEqual(ChecklistTemplate.objects.count(), 1)
+        checklist_template = ChecklistTemplate.objects.get()
+        self.assertEqual(checklist_template.name, 'Test checklist template')
+        self.assertEqual(checklist_template.task_list, ['first', 'second', 'third'])
+
+    def test_edit_checklist_template(self):
+        checklist_template = ChecklistTemplate.objects.create(
+            name='Test checklist template',
+            task_list=['first', 'second', 'third']
+        )
+        self.assertEqual(ChecklistTemplate.objects.count(), 1)
+
+        response = self.client.post(
+            reverse('helpdesk:edit_checklist_template', kwargs={'checklist_template_id': checklist_template.id}),
+            data={
+                'name': 'New checklist template',
+                'task_list': '["new first", "second", "third", "last"]'
+            },
+            follow=True
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/checklist_templates.html')
+
+        self.assertEqual(ChecklistTemplate.objects.count(), 1)
+        checklist_template.refresh_from_db()
+        self.assertEqual(checklist_template.name, 'New checklist template')
+        self.assertEqual(checklist_template.task_list, ['new first', 'second', 'third', 'last'])
+
+    def test_delete_checklist_template(self):
+        checklist_template = ChecklistTemplate.objects.create(
+            name='Test checklist template',
+            task_list=['first', 'second', 'third']
+        )
+        self.assertEqual(ChecklistTemplate.objects.count(), 1)
+
+        response = self.client.post(
+            reverse('helpdesk:delete_checklist_template', kwargs={'checklist_template_id': checklist_template.id}),
+            follow=True
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertTemplateUsed(response, 'helpdesk/checklist_templates.html')
+
+        self.assertEqual(ChecklistTemplate.objects.count(), 0)

helpdesk/tests/test_ticket_actions.py

@@ -1,6 +1,4 @@
 from django.contrib.auth import get_user_model
-from django.contrib.sites.models import Site
-from django.core import mail
 from django.test import TestCase
 from django.test.client import Client
 from django.urls import reverse
@@ -38,6 +36,7 @@ class TicketActionsTestCase(TestCase):
         )
 
         self.ticket_data = {
+            'queue': self.queue_public,
             'title': 'Test Ticket',
             'description': 'Some Test Ticket',
         }
@@ -73,8 +72,7 @@ class TicketActionsTestCase(TestCase):
         self.loginUser()
 
         """Tests whether staff can delete tickets"""
-        ticket_data = dict(queue=self.queue_public, **self.ticket_data)
+        ticket = Ticket.objects.create(**self.ticket_data)
-        ticket = Ticket.objects.create(**ticket_data)
         ticket_id = ticket.id
 
         response = self.client.get(reverse('helpdesk:delete', kwargs={

helpdesk/urls.py

@@ -93,6 +93,16 @@ urlpatterns = [
         staff.attachment_del,
         name="attachment_del",
     ),
+    path(
+        "tickets/<int:ticket_id>/checklists/<int:checklist_id>/",
+        staff.edit_ticket_checklist,
+        name="edit_ticket_checklist"
+    ),
+    path(
+        "tickets/<int:ticket_id>/checklists/<int:checklist_id>/delete/",
+        staff.delete_ticket_checklist,
+        name="delete_ticket_checklist"
+    ),
     re_path(r"^raw/(?P<type>\w+)/$", staff.raw_details, name="raw"),
     path("rss/", staff.rss_list, name="rss_index"),
     path("reports/", staff.report_index, name="report_index"),
@@ -105,6 +115,17 @@ urlpatterns = [
     path("ignore/add/", staff.email_ignore_add, name="email_ignore_add"),
     path("ignore/delete/<int:id>/",
          staff.email_ignore_del, name="email_ignore_del"),
+    path("checklist-templates/", staff.checklist_templates, name="checklist_templates"),
+    path(
+        "checklist-templates/<int:checklist_template_id>/",
+        staff.checklist_templates,
+        name="edit_checklist_template"
+    ),
+    path(
+        "checklist-templates/<int:checklist_template_id>/delete/",
+        staff.delete_checklist_template,
+        name="delete_checklist_template"
+    ),
     re_path(
         r"^datatables_ticket_list/(?P<query>{})$".format(base64_pattern),
         staff.datatables_ticket_list,

helpdesk/views/staff.py

@@ -6,6 +6,7 @@ django-helpdesk - A Django powered ticket tracker for small enterprise.
 views/staff.py - The bulk of the application - provides most business logic and
                  renders all staff-facing views.
 """
+
 from ..lib import format_time_spent
 from ..templated_email import send_templated_mail
 from collections import defaultdict
@@ -20,6 +21,7 @@ from django.core.exceptions import PermissionDenied, ValidationError
 from django.core.handlers.wsgi import WSGIRequest
 from django.core.paginator import EmptyPage, PageNotAnInteger, Paginator
 from django.db.models import Q
+from django.forms import HiddenInput, inlineformset_factory, TextInput
 from django.http import Http404, HttpResponse, HttpResponseRedirect, JsonResponse
 from django.shortcuts import get_object_or_404, redirect, render
 from django.urls import reverse, reverse_lazy
@@ -38,10 +40,14 @@ from helpdesk.decorators import (
     superuser_required
 )
 from helpdesk.forms import (
+    ChecklistForm,
+    ChecklistTemplateForm,
+    CreateChecklistForm,
     CUSTOMFIELD_DATE_FORMAT,
     EditFollowUpForm,
     EditTicketForm,
     EmailIgnoreForm,
+    FormControlDeleteFormSet,
     MultipleTicketSelectForm,
     TicketCCEmailForm,
     TicketCCForm,
@@ -52,6 +58,9 @@ from helpdesk.forms import (
 )
 from helpdesk.lib import process_attachments, queue_template_context, safe_template_context
 from helpdesk.models import (
+    Checklist,
+    ChecklistTask,
+    ChecklistTemplate,
     CustomField,
     FollowUp,
     FollowUpAttachment,
@@ -406,6 +415,19 @@ def view_ticket(request, ticket_id):
     else:
         submitter_userprofile_url = None
 
+    checklist_form = CreateChecklistForm(request.POST or None)
+    if checklist_form.is_valid():
+        checklist = checklist_form.save(commit=False)
+        checklist.ticket = ticket
+        checklist.save()
+
+        checklist_template = checklist_form.cleaned_data.get('checklist_template')
+        # Add predefined tasks if template has been selected
+        if checklist_template:
+            checklist.create_tasks_from_template(checklist_template)
+
+        return redirect('helpdesk:edit_ticket_checklist', ticket.id, checklist.id)
+
     return render(request, 'helpdesk/ticket.html', {
         'ticket': ticket,
         'submitter_userprofile_url': submitter_userprofile_url,
@@ -416,6 +438,56 @@ def view_ticket(request, ticket_id):
             Q(queues=ticket.queue) | Q(queues__isnull=True)),
         'ticketcc_string': ticketcc_string,
         'SHOW_SUBSCRIBE': show_subscribe,
+        'checklist_form': checklist_form,
+    })
+
+
+@helpdesk_staff_member_required
+def edit_ticket_checklist(request, ticket_id, checklist_id):
+    ticket = get_object_or_404(Ticket, id=ticket_id)
+    ticket_perm_check(request, ticket)
+    checklist = get_object_or_404(ticket.checklists.all(), id=checklist_id)
+
+    form = ChecklistForm(request.POST or None, instance=checklist)
+    TaskFormSet = inlineformset_factory(
+        Checklist,
+        ChecklistTask,
+        formset=FormControlDeleteFormSet,
+        fields=['description', 'position'],
+        widgets={
+            'position': HiddenInput(),
+            'description': TextInput(attrs={'class': 'form-control'}),
+        },
+        can_delete=True,
+        extra=0
+    )
+    formset = TaskFormSet(request.POST or None, instance=checklist)
+    if form.is_valid() and formset.is_valid():
+        form.save()
+        formset.save()
+        return redirect(ticket)
+
+    return render(request, 'helpdesk/checklist_form.html', {
+        'ticket': ticket,
+        'checklist': checklist,
+        'form': form,
+        'formset': formset,
+    })
+
+
+@helpdesk_staff_member_required
+def delete_ticket_checklist(request, ticket_id, checklist_id):
+    ticket = get_object_or_404(Ticket, id=ticket_id)
+    ticket_perm_check(request, ticket)
+    checklist = get_object_or_404(ticket.checklists.all(), id=checklist_id)
+
+    if request.method == 'POST':
+        checklist.delete()
+        return redirect(ticket)
+
+    return render(request, 'helpdesk/checklist_confirm_delete.html', {
+        'ticket': ticket,
+        'checklist': checklist,
     })
 
 
@@ -669,6 +741,14 @@ def update_ticket(request, ticket_id, public=False):
     owner = int(request.POST.get('owner', -1))
     priority = int(request.POST.get('priority', ticket.priority))
 
+    # Check if a change happened on checklists
+    changes_in_checklists = False
+    for checklist in ticket.checklists.all():
+        old_completed_id = sorted(list(checklist.tasks.completed().values_list('id', flat=True)))
+        new_completed_id = sorted(list(map(int, request.POST.getlist(f'checklist-{checklist.id}', []))))
+        if old_completed_id != new_completed_id:
+            changes_in_checklists = True
+
     time_spent = get_time_spent_from_request(request)
     # NOTE: jQuery's default for dates is mm/dd/yy
     # very US-centric but for now that's the only format supported
@@ -677,6 +757,7 @@ def update_ticket(request, ticket_id, public=False):
     no_changes = all([
         not request.FILES,
         not comment,
+        not changes_in_checklists,
         new_status == ticket.status,
         title == ticket.title,
         priority == int(ticket.priority),
@@ -785,6 +866,30 @@ def update_ticket(request, ticket_id, public=False):
         c.save()
         ticket.due_date = due_date
 
+    if changes_in_checklists:
+        for checklist in ticket.checklists.all():
+            new_completed_tasks = list(map(int, request.POST.getlist(f'checklist-{checklist.id}', [])))
+            for task in checklist.tasks.all():
+                changed = None
+
+                # Add completion if it was not done yet
+                if not task.completion_date and task.id in new_completed_tasks:
+                    task.completion_date = timezone.now()
+                    changed = 'completed'
+                # Remove it if it was done before
+                elif task.completion_date and task.id not in new_completed_tasks:
+                    task.completion_date = None
+                    changed = 'uncompleted'
+
+                # Save and add ticket change if task state has changed
+                if changed:
+                    task.save(update_fields=['completion_date'])
+                    f.ticketchange_set.create(
+                        field=f'[{checklist.name}] {task.description}',
+                        old_value=_('To do') if changed == 'completed' else _('Completed'),
+                        new_value=_('Completed') if changed == 'completed' else _('To do'),
+                    )
+
     if new_status in (
         Ticket.RESOLVED_STATUS, Ticket.CLOSED_STATUS
     ) and (
@@ -2030,3 +2135,30 @@ def date_rel_to_today(today, offset):
 def sort_string(begin, end):
     return 'sort=created&date_from=%s&date_to=%s&status=%s&status=%s&status=%s' % (
         begin, end, Ticket.OPEN_STATUS, Ticket.REOPENED_STATUS, Ticket.RESOLVED_STATUS)
+
+
+@helpdesk_staff_member_required
+def checklist_templates(request, checklist_template_id=None):
+    checklist_template = None
+    if checklist_template_id:
+        checklist_template = get_object_or_404(ChecklistTemplate, id=checklist_template_id)
+    form = ChecklistTemplateForm(request.POST or None, instance=checklist_template)
+    if form.is_valid():
+        form.save()
+        return redirect('helpdesk:checklist_templates')
+    return render(request, 'helpdesk/checklist_templates.html', {
+        'checklists': ChecklistTemplate.objects.all(),
+        'checklist_template': checklist_template,
+        'form': form
+    })
+
+
+@helpdesk_staff_member_required
+def delete_checklist_template(request, checklist_template_id):
+    checklist_template = get_object_or_404(ChecklistTemplate, id=checklist_template_id)
+    if request.method == 'POST':
+        checklist_template.delete()
+        return redirect('helpdesk:checklist_templates')
+    return render(request, 'helpdesk/checklist_template_confirm_delete.html', {
+        'checklist_template': checklist_template,
+    })