[IMP] project(_sms),hr_timesheet: generic improvements for project
Purpose of this PR to improve generic UI of project app.
So, in this PR done following changes:
- Added group by assigned to under reporting -> customer ratings
- In quick search, changed "rated rated" operator to "assigned to" under
project.project search view
- Removed rating_status field from project > configuration > settings > customer
ratings
- Switched the 'timesheets' and 'planning' features from place from
project > configuration > settings
- In project.task extra info notebook:
- Added the 'parent task' field above the 'analytic account' field
- Added the 'company' field above the 'sequence' field
- Added send mail and sms action in project.project and project.task
list view.
task-2806292
closes odoo/odoo#88446
Related: odoo/upgrade#3459
Related: odoo/enterprise#26207
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
This commit is contained in:
Adesh Jolhe (adjo)
@@ -374,7 +374,7 @@
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<field name="inherit_id" ref="project.view_project_project_filter"/>
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<field name="arch" type="xml">
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<filter name="followed_by_me" position='before'>
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<filter string="My Team's Projects" name="my_team_projects" domain="[('user_id.employee_parent_id.user_id', '=', uid)]"/>
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<filter string="My Team" name="my_team_projects" domain="[('user_id.employee_parent_id.user_id', '=', uid)]"/>
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<filter string="My Department" name="my_department" domain="[('user_id.employee_id.member_of_department', '=', True)]"/>
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</filter>
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<filter name="late_milestones" position="before">
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@@ -15,7 +15,7 @@
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<t t-out="user.signature or ''">--<br/>Mitchell Admin</t>
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</t>
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</div>
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<br/><span style="margin: 0px 0px 0px 0px; font-size: 12px; opacity: 0.5; color: #454748;">You are receiving this email because your project has been moved to the stage <b t-out="object.stage_id.name or ''">Done</b></span>
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<br/><span style="margin: 0px 0px 0px 0px; font-size: 12px; opacity: 0.5; color: #454748;" groups="project.group_project_stages">You are receiving this email because your project has been moved to the stage <b t-out="object.stage_id.name or ''">Done</b></span>
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</field>
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<field name="lang">{{ object.partner_id.lang }}</field>
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<field name="auto_delete" eval="True"/>
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@@ -186,12 +186,6 @@ class Project(models.Model):
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_rating_satisfaction_days = 30 # takes 30 days by default
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_check_company_auto = True
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def _default_rating_status(self):
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return self.env['ir.config_parameter'].sudo().get_param('project.rating_status') or 'stage'
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def _default_rating_status_period(self):
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return self.env['ir.config_parameter'].sudo().get_param('project.rating_status_period') or 'monthly'
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def _compute_attached_docs_count(self):
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self.env.cr.execute(
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"""
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@@ -344,7 +338,7 @@ class Project(models.Model):
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rating_status = fields.Selection(
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[('stage', 'Rating when changing stage'),
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('periodic', 'Periodic rating')
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], 'Customer Ratings Status', default=_default_rating_status, required=True,
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], 'Customer Ratings Status', default="stage", required=True,
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help="How to get customer feedback?\n"
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"- Rating when changing stage: an email will be sent when a task is pulled to another stage.\n"
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"- Periodic rating: an email will be sent periodically.\n\n"
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@@ -355,7 +349,7 @@ class Project(models.Model):
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('bimonthly', 'Twice a Month'),
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('monthly', 'Once a Month'),
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('quarterly', 'Quarterly'),
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('yearly', 'Yearly')], 'Rating Frequency', required=True, default=_default_rating_status_period)
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('yearly', 'Yearly')], 'Rating Frequency', required=True, default='monthly')
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# Not `required` since this is an option to enable in project settings.
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stage_id = fields.Many2one('project.project.stage', string='Stage', ondelete='restrict', groups="project.group_project_stages",
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@@ -15,18 +15,6 @@ class ResConfigSettings(models.TransientModel):
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group_project_recurring_tasks = fields.Boolean("Recurring Tasks", implied_group="project.group_project_recurring_tasks")
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group_project_task_dependencies = fields.Boolean("Task Dependencies", implied_group="project.group_project_task_dependencies")
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group_project_milestone = fields.Boolean('Milestones', implied_group='project.group_project_milestone', group='base.group_portal,base.group_user')
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rating_status = fields.Selection(
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[('stage', 'Rating when changing stage'),
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('periodic', 'Periodic rating')
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], 'Customer Ratings Status', default="stage", required=True, config_parameter='project.rating_status')
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rating_status_period = fields.Selection([
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('daily', 'Daily'),
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('weekly', 'Weekly'),
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('bimonthly', 'Twice a Month'),
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('monthly', 'Once a Month'),
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('quarterly', 'Quarterly'),
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('yearly', 'Yearly')], 'Rating Frequency', required=True, default='monthly', config_parameter='project.rating_status_period')
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@api.model
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def _get_basic_project_domain(self):
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@@ -392,6 +392,32 @@
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</field>
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</record>
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<record id="action_send_mail_project_task" model="ir.actions.act_window">
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<field name="name">Send Email</field>
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<field name="res_model">mail.compose.message</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="context" eval="{
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'default_composition_mode': 'mass_mail',
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'default_use_template': False,
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}"/>
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<field name="binding_model_id" ref="project.model_project_task"/>
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<field name="binding_view_types">list</field>
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</record>
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<record id="action_send_mail_project_project" model="ir.actions.act_window">
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<field name="name">Send Email</field>
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<field name="res_model">mail.compose.message</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="context" eval="{
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'default_composition_mode': 'mass_mail',
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'default_use_template': False,
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}"/>
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<field name="binding_model_id" ref="project.model_project_project"/>
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<field name="binding_view_types">list</field>
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</record>
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<record id="unlink_task_type_action" model="ir.actions.server">
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<field name="name">Delete</field>
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<field name="model_id" ref="project.model_project_task_type"/>
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@@ -1265,13 +1291,13 @@
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<group>
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<group>
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<field name="is_analytic_account_id_changed" invisible="1"/>
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<field name="parent_id" attrs="{'invisible': [('allow_subtasks', '=', False)]}" groups="base.group_no_one"/>
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<field name="analytic_account_id" groups="analytic.group_analytic_accounting" context="{'default_partner_id': partner_id}"/>
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<field name="analytic_tag_ids" groups="analytic.group_analytic_tags" widget="many2many_tags"/>
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<field name="parent_id" attrs="{'invisible': [('allow_subtasks', '=', False)]}" groups="base.group_no_one"/>
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<field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
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<field name="sequence" groups="base.group_no_one"/>
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<field name="email_from" invisible="1"/>
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<field name="email_cc" groups="base.group_no_one"/>
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<field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
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<field name="displayed_image_id" groups="base.group_no_one" options="{'no_create': True}"/>
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</group>
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<group>
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@@ -116,6 +116,9 @@
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<field name="parent_res_name" position="move"/>
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<field name="res_name" position="move"/>
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</xpath>
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<xpath expr="//field[@name='rated_partner_id']" position="attributes">
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<attribute name="string">Assigned to</attribute>
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</xpath>
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<xpath expr="//field[@name='parent_res_name']" position="attributes">
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<attribute name="string">Project</attribute>
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</xpath>
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@@ -131,7 +134,9 @@
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<xpath expr="//filter[@name='resource']" position="attributes">
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<attribute name="string">Task</attribute>
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</xpath>
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<xpath expr="//filter[@name='responsible']" position="replace"></xpath>
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<xpath expr="//filter[@name='responsible']" position="attributes">
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<attribute name="string">Assigned to</attribute>
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</xpath>
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<xpath expr="//filter[@name='filter_create_date']" position="replace">
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<filter name="filter_write_date" string="Submitted On" date="write_date"/>
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</xpath>
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@@ -73,17 +73,6 @@
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</div>
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<h2>Time Management</h2>
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<div class="row mt16 o_settings_container" name="project_time">
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<div class="col-12 col-lg-6 o_setting_box" name="project_time_management">
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<div class="o_setting_left_pane">
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<field name="module_project_forecast" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="module_project_forecast"/>
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<div class="text-muted" name="project_forecast_msg">
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Plan resource allocation across projects and tasks, and estimate deadlines more accurately
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box" id="log_time_tasks_setting">
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<div class="o_setting_left_pane">
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<field name="module_hr_timesheet"/>
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@@ -95,6 +84,17 @@
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box" name="project_time_management">
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<div class="o_setting_left_pane">
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<field name="module_project_forecast" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="module_project_forecast"/>
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<div class="text-muted" name="project_forecast_msg">
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Plan resource allocation across projects and tasks, and estimate deadlines more accurately
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</div>
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</div>
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</div>
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</div>
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<h2 name="section_analytics">Analytics</h2>
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<div class="row mt16 o_settings_container" name="analytic">
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@@ -120,11 +120,6 @@
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</div>
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<div class="content-group" attrs="{'invisible': [('group_project_rating', '=', False)]}">
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<div class="mt16">
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<field name="rating_status" widget="radio" />
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<div attrs="{'required': [('rating_status', '=', 'periodic')], 'invisible': [('rating_status', '!=', 'periodic')]}">
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<label for="rating_status_period"/>
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<field name="rating_status_period"/>
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</div>
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<div class="content-group">
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<div class="mt8">
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<button name="%(project.open_task_type_form_domain)d" context="{'project_id':id}" icon="fa-arrow-right" type="action" string="Set a Rating Email Template on Stages" class="btn-link"/>
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@@ -11,6 +11,7 @@
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'data': [
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'views/project_stage_views.xml',
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'views/project_task_type_views.xml',
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'views/project_views.xml',
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'security/ir.model.access.csv',
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'security/project_sms_security.xml',
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],
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@@ -0,0 +1,30 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="project_task_act_window_sms_composer" model="ir.actions.act_window">
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<field name="name">Send SMS Text Message</field>
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<field name="res_model">sms.composer</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="context">{
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'default_composition_mode': 'mass',
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'default_mass_keep_log': True,
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'default_res_ids': active_ids,
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}</field>
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<field name="binding_model_id" ref="model_project_task"/>
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<field name="binding_view_types">list</field>
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</record>
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<record id="project_project_act_window_sms_composer" model="ir.actions.act_window">
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<field name="name">Send SMS Text Message</field>
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<field name="res_model">sms.composer</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="context">{
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'default_composition_mode': 'mass',
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'default_mass_keep_log': True,
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'default_res_ids': active_ids,
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}</field>
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<field name="binding_model_id" ref="model_project_project"/>
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<field name="binding_view_types">list</field>
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</record>
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</odoo>
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