Before this commit user able to see and add customers on non fsm and
non billable tasks/projects which is not provide any significance as
user don't need customer for normal tasks/projects.
So, in this commit hide customer field and also move partner phone
and city to field service app as it was only usefull for FSM project
and task.
task-3141350
closesodoo/odoo#111335
Related: odoo/upgrade#4274
Related: odoo/enterprise#36459
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
This commit (and its enterprise equivalent) purpose is to smooth the
user experience and remove unnecessary steps.
The commits:
- Remove all stat buttons except the status and collaborators one from
the project edit form.
- Add multiple small changes to string/name fo fields in views
- Change the custom O2M widget for a standard M2M for the management of
child tasks
- Add the milestone field to the portal page of shared project.
- Remove the wizard 'marked_as_reached_milestone'
- Add the automatic generation of milestone when a SO is confirmed if
some SOL need it
task-2941835
closesodoo/odoo#98546
Related: odoo/enterprise#30628
Related: odoo/upgrade#3798
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Current behavior:
When accessing your timesheets with /my/timesheets/ and changing language to something else than english
you get a traceback
Steps to reproduce:
- Have timesheets app installed
- Have atleast one other language than english installed (e.g French)
- Go to /my/timesheets and group the timesheets by date
- Change the language by accessing for example fr_FR/my/timesheets
- You get a traceback, because we try to convert a string into a datetime object wich is not working correctly with different languages
opw-2785268
closesodoo/odoo#87381
X-original-commit: 5e3ee492c97dddb6f9430144429febfa6327d4d0
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Signed-off-by: Engels Robin (roen) <roen@odoo.com>
Before this commit, the portal user can see the parent stat button in
project sharing form view of task if the parent is in the same project.
This button can be clicked and it redirects the user to the parent task
form view in the project sharing.
This commit improves this button and its visibility in project sharing
feature. The button is visible only if the current user has access to
the project of the parent task. That is the privacy visibility of the
project should be set to 'portal'. If the portal user has access to the
project of the parent task and he is not a collaborator of this project,
then the current user will be redirected to the classic portal view of
the parent task. If it is a collaborator then we display the parent task
in the project sharing feature.
task-2648955
Closes#82379
Before this commit, since we don't have the uom in the session, the
timesheet_uom widgets does not work in project sharing feature.
Because those widgets need the uom stored in the session.
This commit adds the uoms needed in the session used for project
sharing feature.
task-2633229
closes#77156
X-original-commit: a8f27ac776e8f381cb467be3a0256b197d6e688f
* = hr_timesheet, sale_project, test_main_flows
Smaller changes:
- Projects created on the fly (through `name_create`) will now come with a
default `new` stage in order for them to not be empty.
- Removed task auto assign upon creation besides in FSM's 'My tasks' menu.
- Allow the reordering of projects without needing to group by
anything.
- Make `project.task`.`description` and `project.tags`.`name`
translatable.
- Disable the creation of records in the view when clicking on `Tasks
in recurrence` stat button.
- Track the planned date of the task in the chatter
- Disable the creation of records in the view when clicking on
'invoices' stat button and add the kanban view to that action.
- Make milestones completely available to regular project users.
- Remove the 'Documents' button in the project's kanban settings menu.
- Add kanban, pivot and graph views to the 'Hours Recorded' stat button
on projects
- Add the calendar view on the 'Hours Forecast' stat button on projects
- The 'Sales Orders' stat button on the `project.project`'s form view
will now display the amount of sales order linked to the whole
project. So the one linked to the project itself if it exists + all
the tasks. It will also open them, form view if 1 else list view.
- Fix a typo in the settings 'projets' => 'projects'
- The analytic account of the project will now be assigned to the
sales order when a task is created through the 'Create a task in an
existing project' option.
Changed the portal task view to include a sidebar similar to sales
orders, with a simple menu leading to different parts of the screen.
Changed the `project.task` 'rating' stat button:
- The icon will now represent the latest review.
- The action will directly lead to the record's form view if there is
only 1 rating.
- Make some fields readonly in the form view.
- Display the % of satisfaction instead of the number of ratings.
Reorder all stat buttons on the `project.task` form view in this order:
- Products, Worksheet, Sales Order(s), Invoices, Ratings, Hours
Forecast, Parent Task, Tasks in recurrence, Tickets, Quotations and
lastly Customer Preview
Make the status of the project editable directly through the kanban
view. A new widget has been added to handle that properly. When editing
the status through that means, a `project.update` will be created with
the current date and the appropriate status. In addition to that a new
status has been added (only on `project.task`, not `project.status`)
namely `to_define` in order to differentiate new and running projects.
Projects now start with the `to_define` status.
The `project.project`'s rating stat button has been changed in the
following ways:
- The icon will now change in function of the satisfaction percentage,
smile above 66%, meh between 33% and 66% and frown below 33%.
- The color will also change depending on the rate, smile is green, meh
is orange and frown is red.
- The ratings will now be in function of the last 30 days instead of
all time and the action will also filter on those 30 days.
- Change the action name from 'Rating' to 'Ratings'.
`project.project` ticket stat button:
- Will now open the form view when there is only one record.
- Added the activity view.
- Disable the creation of new records.
- Rename the action to 'Tickets'.
Closes: odoo/odoo#75269
See: odoo/enterprise#20334
Task ID: 2611006
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
PURPOSE
Generic UX improvements for the portal
SPECIFICATIONS
For projects list view,
- clicking on the project should open the list view of tasks with groupby stage
- the number of tasks should not be clickable
For tasks list view,
- display the fa-star of the priority field on the left of the name of the task
- add the following fields on the right of the name:
user_id, time spent, kanban_state
- for the kanban_state,
only display the colored dot and indicate the name of the state on hover
- for the time spent:
indicate the nb of hours recorded / nb of planned hours(or days(as per unit))
(if the nb of planned hours = 0, only display the nb of hours recorded)
For tasks search view,
- add a group by priority and status and reorder accordingly
- add a quick search on status and priority and reorder accordingly
- add a sort by priority, assigned to and status and reorder accordingly
For task form view,
- display the fa-star icon of the priority field on the left of the name of task
- add the kanban state in the top right corner
the kanban_state field should be editable by portal users
increase nb of items displayed in the list view to 80 items per page(generic)
Task-2613330
closesodoo/odoo#74996
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Co-authored-by: Xavier BOL (xbo) <xbo@odoo.com>
The purpose of this is to improve the generic UX of portal for timesheet
app.
In this commit, done the below changes:
- add a sort by employee, project, task, sales order item
- rename 'sale order item' into 'sales order item'
- In search, reorder the fields in the following order:
Employee, Project, Task, Description, Sales Order, Sales Order Item, Invoice
- In group by, switch the SO/SOL fields from place
closesodoo/odoo#73699
Taskid: 2531322
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Generic UX improvements for the task portal.
Added new sort by, group by and searches options in the tasks portal.
Some options have been renamed as well, while the style has been slightly revised.
The timesheet details of each sub-task from the parent form view has also been removed.
task-2508883
closesodoo/odoo#70305
Related: odoo/upgrade#2580
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Before this commit, when the user can only see his own timesheets, this
user can see more than his own timesheets in timesheets portal
(/my/timesheets). It is because we use the domain defined for portal and
we don't use the access rights defined for this intenal user.
This commit uses the access right if the user has the lowest group for
Timesheet App. Otherwise, we use the domain for portal as before.
Co-authored-by: Laurent Stukkens (LTU) <ltu@odoo.com>
task-2424382
=======
This PR is in the continuity of odoo#62360.
- Display remaining hours in task sales_line_id (name_get + task form view)
- Remove internal reference from services demo data
- Display sol in project timesheets list if project is billable
- Remove use of non_allow_billable in timesheets as it has been removed from project and task in previous PR (see above)
- Only recompute planned_hours for service product
- Determine the correct SOL for timesheet
- Set the last SOL of customer on timesheet if none is set on task or project
- Allow edition of so_line in timesheet
- Restrict SOL on project to sale lines with a service product
- Use same widget on partner_id many2One than in sale.order (using ranking)
- Remove timesheets table in SO and invoice portal.They were added in previous PR (see above). This introduces the use of links to /my/timesheets/.
- Review portal timesheets (my/timesheets/ and link from orders and invoices)
- Activate group_uom "Units of Measure" on sale_timesheet install
- Hide partner phone number in task form view
- Only determine SOL of task and timesheet if allow_billable=True
- Filter SOL in task so that it matches the SOL of the project SO
- Display red label if remaining hours is negative
- Change SO compute behavior
- Only open SO for salesman on project overview
task-2409761
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
closes odoo/odoo#63695
Forward-port-of: #62900
X-original-commit: b1985773f3a67e28049f9e2bb635bcab059ad9c0
Related: odoo/enterprise#15427
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this commit, the time to compute all counters was making the rendering
of the portal page slow.
Now the count is done in rpc after the loading of the page.
Now you can decide which part you want to show on the portal, and only compute
for these one.
It is not because you have purchase installed for your internal process, that
it means that your supplier use your portal and it avoid the computation for
all end users.
We parallelize the counters in arbitrary 3 rpcs.
closesodoo/odoo#55999
Related: odoo/enterprise#12456
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
Purpose
=======
There are several places where the duration is expressed in hours even though the encoding unit is in Days.
Specifications
===========
The duration should be expressed in days instead of hours in the following places:
[x] Timesheet Entries
[x] Portal > Tickets
[x] Portal > Timesheets
[x] Portal > Tasks
[x] Portal > Sales Orders
[x] Project Overview
[x] Project task form view (in this case, the label of the field should be 'Planned Days')
[x] Timesheets > HR Timesheet/Attendence Report
[x] Project > All Tasks
Hide the following elements if the encoding unit is in days:
[x] 'Timesheet Timer' feature on the project form view
[x] 'Timesheet Timer' feature on the Helpdesk team form view
[x] the 'Round timesheets' feature in the settings of Timesheets (except if the 'Awesome Timesheet' feature is enabled)
Bonus point:
[x] Timesheet form view: 0.00 Days should be displayed in read-only if the duration = 0
Some labels need to be adapted to explicit the unit of measure (is it carrots? potatoes?): e.g. Duration (Days) or Time Spent (Hours) :
[x] Timesheet entries report
[x] on the portal
[x] Project overview: add 'recorded' next to Hours/Days
[x] Project overview: add 'Days/hours Spent' above the total by employee
[x] task form view: make sure the 'sub-tasks days spent' button/label stays on one line
[x] hide the 'start' button on project tasks and helpdesk tickets if the encoding unit is in days
Task ID : 2152322
closesodoo/odoo#46184
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
[IMP] hr_timesheet: hide the "Timesheet Timer" feature in the project form if encoding unit is not Hours
[IMP] hr_timesheet: clean display of Days for timesheets
A computed field has to be added to retrieve the encoding uom of the current company and be used in the views.
FieldTimesheetFactor field has to be registered to "float_factor" widget for the "planned_hours" field to work correctly with Days
(for the conversion from hours to days to be computed and to be able to set a greater value than 1 day)
If encoding unit for timesheets is set to Days:
- Display Days instead of Hours in Portal > Timesheets
- Display Days instead of Hours in Portal > Tasks
- Display Days instead of Hours in Portal > Invoices & Bills
- Display Days instead of Hours in Portal > Tickets
[IMP] hr_timesheet: display clean duration in Timesheet Entries
Display Days instead of Hours in Timesheet Entries (print action) if encoding unit for timesheets is set to Days
[IMP] hr_timesheet: correctly display timesheets in Days if configured to
- correctly display remaining days in project.task kanban and list view
- hide timer start button if timesheet is configured in Days
- update several column names
[IMP] hr_timesheet: clean code
[IMP] hr_timesheet: small improvements when displaying timesheets in days
- Rename some labels
- Fixes style
- Prevent fields displayed with widget "timesheet_uom" to change when timer is on
- Display correctly "Initially Planned Days" field in task creation form
The record counts are only useful for the badges displayed in /my &
/my/home.
By avoiding those counts on subpages, we gain a lot of useless queries,
improving the loading speed of those sub-pages.
X-original-commit: 79c8384f1bcbcdede030e187008319a70c664571
1. Generic timesheets improvements
- Portal /my/timesheets
- Add a group bys task, date, employee
- Add search in project, name, employee, task
* The task column should not be visible if none of the timesheets have the Task field set
- If a group by task, date, employee or project is applied, the corresponding column should not be visible
2. Timesheets from sub-tasks on parent tasks
- Portal /my/tasks
- Display the 'Total Hours' spent on a task at the end of the list of timesheets
- Below the list of timesheets for the task, display another table detailing the respective timesheets (and total hours) of each sub-task linked to this task (= 1 table/list per sub-task)
* Title should be: 'Timesheets for sub-task: xyz'
* only visible if there are sub-tasks linked to this task
* only visible if total hours > 0
3. Timesheets on Invoices
- Portal /my/invoices
- Add Project + task fields
* Task field only visible if set on one of the timesheet entries
* Project field only visible if there are at least 2 different projects in these timesheet entries
4. Correct visibility for the portal users
- Portal users is allowed to see timesheets if the users are added in allowed portal users list in the project
- When a portal user is added as the message follower of the project, the user is added to allowed portal users as well
- When a portal user is removed from allowed portal users, the user is also removed from message followers
closesodoo/odoo#47248
Taskid: 2201908
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
on the portal:
- in Timesheets, when search something, the text of the search must remain displayed
- in Tasks, when search something, the text of the search must remain displayed
- in Purchase Orders, "Sort By" and "Filter By" selectors shouldn't change when going to next page
- in Timesheets, the "Group By" selector shouldn't change when going to next page
closesodoo/odoo#40278
Related: odoo/enterprise#6787
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of the commit is to add a timesheet section on portal
where you can see all the timesheets and user can see and use the filter
options on them (available when only hr_timesheet is installed)
task-1932488
Rémy Voet (ryv)