The following changes are made in this PR:
- sort projects by favorite > sequence > name for project
- add the 'tasks' stat button for project form view
- when creating a project on the fly from a task's form view, allow_billable
should be set to true by default
- Display only the colored dot, hide the status label for project list view
- remove following fields from project
allow_recurring_tasks
task-3251656
closesodoo/odoo#119154
Related: odoo/upgrade#4569
Related: odoo/enterprise#40050
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
This commit reviews the UX and UI in Project app and improves the usability of the
new features recently added (subtasks list in kanban card, state field replacing
kanban_state field, etc).
The following changes are made in this commit:
- swap of user_id icon in the kanban box and the removal of the allow_unassign field and setting
- change the ordering of the fields in the subtask list
- make small layout changes in the project.task and project.project kanban cards
- remove the "lock-icon private" sub-title of private tasks, replace it with a
little lock icon on the bottom right icons of the kanban card.
- remove the break tag in the project.task kanban card that was unecessary
given the new display and margin style settings
- lock icon is bigger
- kanban icons are better aligned
- state is as big as avatar
- remove the 'remaining hours on SO' field
- deadline field will be optional and hidden by default in project.task list view
- remove the rating field
- add stage field as optional in project.task list views
- priority and state fields will no longer be optional
- stage_id will be copied when duplicating a task, except when the task is
generated through the recurrence
- remove the tooltip of the tag_ids field
- When duplicating a task having sub-tasks, '(copy)' is no longer
added to the name of the sub-tasks of this task.
- project.task kanban view:
* (+ x tasks) mention next to the name is removed
* The caret is replaced with 'fa-check-square-o x/y'
which will represent the number of sub-tasks closed
compared to the total number of sub-tasks
* Only open subtasks are displayed
* When changing the state of a sub-task to a closing one,
the sub-task is muted and removed from the list on the view reload
* The name of the parent task on the kanban card of sub-tasks is
displayed except when viewing the sub-tasks of a particular task
through the sub-tasks stat button
* project.project kanban view: the fa-check-square-o icon of
milestones is replaced with fa-flag-o
* project.task kanban card: the fa-play and fa-pause icons
are moved on the right of the remaining hours widge.
* Allow users to edit the stage_id in batch from the list view of tasks
if all of the selected tasks are part of the same project.
* the state will have the same size as the avatar
* change the opacity of the tasks that are closed
* state is at the right of subtask list
* the striked should be replaced by the opacity on the kanban card
Enterprise PR: odoo/enterprise#38132
Task-3229873
closesodoo/odoo#116628
X-original-commit: 09b5d5843096d27b5a4ab0f603ad44bdb2e74723
Related: odoo/upgrade#4478
Related: odoo/enterprise#38771
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
Co-authored-by: Panagiotis Kyriakou <paky@odoo.com>
Co-authored-by: Bastien (bvdn) <bvdn@odoo.com>
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>
Before this commit, the `display_project_id` field was a bit confusing
for the user to know what is the goal of this field. Also this field is
available when the user wants to import his data into Odoo, if he does not
know the goal of this field then he could be lost to know which field he
should for his data to import (or even export).
This commit removes the display_project_id field and so a task will be
private one if the project and the parent fields are not set. The
project to set to the timesheet will be the one set on the task or the
one set on one of its parent tasks.
task-3230063
X-original-commit: 22eda5a5ddcfcda9fa6597d6fe21eb20f525799f
Part-of: odoo/odoo#115781
*=hr_timesheet,project,sale_project,sale_timesheet
Currently, the configuration of the recurrence is quite complete
and allows a lot of flexibility, but it is costly
in terms of implementation as it requires a lot of fields.
The goal of this task is thus to simplify this implementation.
In addition, a lot of people are complaining
that tasks are only generated when the recurrence date is reached,
as it doesn't allow to anticipate the planning of field service tasks.
In this task, we are thus going to immediately generate a new task
once the previous one is marked as done.
Concretely, we:
- describe a recurrence in terms of
"once every n day/week/month/year for ever/until a date"
and delete all fields that don't fit into it.
- remove the cron. The new occurrence is created when
marking the last task as done, and copied from the latter.
Deleting the last task deletes the recurrence.
The recurrence fields stay useful, as they form a delta t
that will be added to deadline/planned dates fields to get the new
values.
- use an boolean icon button to activate recurrence,
and place it at the end of deadline field's line.
The recurrence fields appear on the next line.
- delete in the form: the div explaining when the next tasks will be
created and the header to choose how to save the changes in the
recurrence.
task-3084945
closesodoo/odoo#112764
Related: odoo/upgrade#4343
Related: odoo/enterprise#37114
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
In this commit:
- project tasks kanban view: if partner_is_company, we display partner_id
else commercial_partner_id -> this information is useless so we decided to
display partner_id in both cases.
- manager_id is not used in any view -> drop the field
- when creating a task by mail, email_from is set to the sender email then will
be changed depending on partner_id and parent_id, the field name is not significant
as it change and no more contain the original email sender, it's also a duplicated
information that can be got from partner / parent -> delete the field and create
a new partner if no one already exist with the same email.
- when project.analytic_account_id is changed, only tasks that have the same old
analytic_account_id will follow the name value -> we decided to change the behavior
and apply the new value for all tasks.
- project_analytic_account_id not used in any view and in only place in python
-> delete field
- project.project: partner_email, partner_phone are not used in any view ->
delete field
- project.task: partner_email not used -> delete field
- ancestor_id is no more used in any view or python reference as it's a complicated
field to understand by users -> remove ancestor_id from project.task and remove also
ancestor_task_id that is related it to it in timesheet context and replace it with
parent_task_id which is more simpler to understand by users.
task-3103701
closesodoo/odoo#110101
Related: odoo/enterprise#37246
Related: odoo/upgrade#4269
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
The goal of this task is to ease the deletion/archiving of recurrent
tasks by giving the user the option to either continue
or stop the recurrence. The two main use-cases are:
\- You have a recurring task for a weekly meeting.
Next week, the user will be on time off. You are thus deleting the task.
However, you would still like tasks generated for the following meetings
and to keep track of the previous meetings.
\- You have a recurring task for a weekly meeting with an employee
that has just been fired. You are thus deleting the task and
you won't need this recurrence anymore.
(You may or may not want to keep track of the previous meetings.)
The main issue we are currently facing is that we need a task that acts
as a template for the recurrence to continue. This means that a user
cannot delete all of his tasks without breaking their recurrence.
Consequently, we will be using a "task template" for each recurrence,
which will only serve technical purposes and be invisible to the users.
When the recurrence is stopped, the task template is deleted.
This simplifies the technical and functional implementation as the user
won't be able to modify the template themselves.
\- Added task templates to recurrences in the data.
\- Deleted "all tasks" option form recurence update and changed "this
and following tasks" to "this and future tasks". Most of the time, the
user is going to update the most recent task, and it doesn't make
any functional sense to update past ones.
\- Same options for delete and archive.
\- No recurrent subtasks allowed anymore.
\- `date_deadline` is copied. We compute it by adding the delta between
the create date and the `date_deadline` of the template to the next
recurrence date.
\- Added filter to several view not to display task templates.
task-2937565
closesodoo/odoo#98088
Related: odoo/upgrade#4232
Related: odoo/enterprise#30416
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
Steps:
Enable recurrence feature.
Go to Project > Office Design > Customer Review.
Enable recurrence on this task > Change month to year.
Issue:
Crash.
Cause:
`_get_next_recurring_dates` is called without a `repeat_month` arg.
Is is supposed to be a string which is going to be found in MONTHS keys.
Except it is False and so it is not in the list.
Fix:
If we don't receive it, deduce it from `date_start` arg.
closesodoo/odoo#112506
X-original-commit: 566c4904129dc7e81458871656d9b20b19b36246
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
Signed-off-by: Audric Onockx (auon) <auon@odoo.com>
On SO confirmation:
- If all of the following conditions are met,
set the end_date of the Subscription
as the repeat_until date of the Task:
The Product is recurrent and creates a Task,
The Task Template is recurrent,
The end_date field is set on the Subscription.
- If all of the following conditions are met,
apply the Subscription's recurrence to the Task's:
The Product is recurrent and creates a Task,
There is no Task Template on the Product.
- If the Subscription is closed, set the recurring_task
field of the related Task to false.
task-2868306
closesodoo/odoo#92696
Related: odoo/enterprise#27953
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
Computing the recurrences of a task repeating every X months until a
certain date generates too much dates
Steps to reproduce:
1. Install Project
2. Go to Settings > Project > Tasks Management and enable Recurring
Tasks
3. Open any project in the Project app and create a new task then edit
it
4. Enable the Recurrent field of the task
5. In the Recurrence tab, edit:
- Repeat Every: 6 Months
- Until: End Date: one year from now
6. The recurrence message says there are 11 tasks but there should only
be 2
Solution:
Generate the recurrences until the `repeat_until` date is reached if the
`repeat_type` is 'until', otherwise generate as much recurrences as the
count
Also relax the constraint on the `repeat_day` and `repeat_until` to not
raise an error if `repeat_until` is the last day of the month
Problem:
The recurrence of a task with `repeat_unit` month and `repeat_interval`
different than 1 with a `repeat_type` until creates too much tasks,
exceeding the `repeat_until`
opw-3076593
closesodoo/odoo#107910
X-original-commit: 236b383fd9d1ad6a5d39d8c4232b49864ec19b37
Signed-off-by: Guillaume Merlin (megu) <megu@odoo.com>
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Steps to reproduce:
- activate "Recurring Tasks" option inside Project settings;
- go to "Field Service" app;
- create a task;
- check recurrence box;
- make the following configuration in the recurrence tab:
* Repeat Every 6 Months
* Repeat On Date of the Month 1
* Until End Date [your choice]
Issue:
The dates calculated for the recurrence are not correct.
Cause:
When we select an interval other than 1 for a frequency in months, we do not divide the number of months between the start and end date.
And therefore the loop that calculates the recurrence dates goes too far into the dates.
Solution:
Divide the number of months between the start date and the end date by the interval.
opw-3078084
closesodoo/odoo#107320
X-original-commit: 5d44d7d595dab866695945e5a6d2091ddd9df342
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
Signed-off-by: Lefebvre Thomas (thle) <thle@odoo.com>
Before this commit, some error messages and others messages are
not translated.
This commit uses the translation function to be able to translate
those messages.
task-3006627
closesodoo/odoo#105192
X-original-commit: 85ef44cd66474bf5dcda4d7478d566e462d1a550
Related: odoo/enterprise#33717
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
Purpose of this commit to improve generic usage of project
app.
So, in this commit done following changes:
- add 'my department' filter in project search view.
- add 'my department's tasks' and 'my department's projects filter
in task search view.
- add quick search, filter and groupby in task analysis report search view
to make task analysis report search view same as task's search view.
- improve portal template of my/tasks page.
- project.task form view > timesheets: display the employee avatar
on mobile.
- make 'Task: Rating Request' template auto_delete false.
- settings: make following features disabled by default: sub-tasks,
task dependencies, recurring tasks.
- project.update kanban list: align the stat buttons with the kanban
list cards.
- add sample data to the project stages > list view.
- project.task quickcreate: enable the creation of new users on the
fly.
- move tags quick search below project.
- add title to show project full name on hover of project name in kanban
view of project.
- copy user_ids for task in recurrence.
- improve UI visibility of planned_hours and subtask_planned_hours field in
timesheet page of task form view.
- improve project sharing wizard and project.collaborator tree
view.
- add grid,kanban,pivot and graph views to 'hours spent on
sub-tasks' button's action.
closes: #83482
task-2742725
Related: odoo/enterprise#23788
Related: odoo/upgrade#3480
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Prior to this commit, when a subtask is copied through the recurrence,
it loses its display_project_id in the copied sub-tasks.
Current Behavior
The display project id is left empty.
Expected Behavior
The display project id is copied.
task-2672243
closesodoo/odoo#79290
X-original-commit: 758b1a2f233bccd7fe7ac73119c12c4152d68e21
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Previously, only the direct children of a recurrent tasks were copied
during a recurrence. Also, the child tasks which had a recurrence were
copied with the recurrence_id of the initial subtask, which lead the new
subtask to be linked with the recurrence of the initial subtask.
With this commit we copy the children until the 3rd layer. Also,
we hard copy the recurrence of the initial subtask and link this new
recurrence with the new subtask, to make it decoupled from the initial
subtask recurrence. Furthermore, if several initial subtasks has been
created with a same recurrence, only the first subtask is copied.
PR: #77126
task-2522076
X-original-commit: 808a965b4171a386f3987071c19cc27783ba0119
Previously, all costs allocated to a task were associated, if set, to
the analytic account of their project.
This commit adds a deeper level of granularity, as the user will be able
to override the project analytic account and add analytic tags.
When creating timesheets or creating account move line related to SO
linked to a task, the analytic account of the task is now taken into
account rather than the one defined on the project. If an analytic
account is set on the SO, it remains the default account used.
If a task is related to an SOL and an invoice line is created from this
SOL, the analytic tags of the task are also given to the account move
line.
If different analytic account are linked to a same SOL through the
project using this SOL or the tasks using this SOL, than no default
analytic account is set on the invoice line.
PR : #70527
task-2458135
Adds personal stages to tasks.
Users assigned to tasks will be able to have their own pipeline to
handle their tasks independently of the project's pipeline.
The assignee field on Tasks has also been changed to a Many2many to
support multiple assignees on one task.
The same table is used to store those information, essentially a triplet
(task, user, stage), to ensure that:
1) personal stages only apply to tasks to which you are assigned to.
2) synchronizing to make sure that you don't have a personal stage for a
task on which you are not assigned anymore.
Alongside those changes, some minor changes have also been made:
- Modified the task's tree view.
- Renamed the Tasks menu to 'My Tasks'.
- The default view is now the kanban view for the 'My Tasks' action.
- project_id is not required anymore, tasks with no project are
considered 'private', those tasks are only visible to those that are
assigned to it.
- Added tracking of both user_ids and depend_on_ids in the chatter.
Closesodoo/odoo#74087
Task ID: 2398734
In case X several recurrences are processed in the same cron execution,
only the last recurring task was created X times, while the other tasks
were not created. There is also a missing id preventing a correct use of
the default stage for the new created task.
closesodoo/odoo#70784
X-original-commit: 5ea2fcbecf572be24af9b2aac76de9e5d5709d2c
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Signed-off-by: Alex Tuyls <alt-odoo@users.noreply.github.com>
This reverts commit odoo/odoo@7059b17.
This commit translates tests introduced in this reverted commit to be
aligned with the current workflow.
This commit reverts functionality or business logic linked to the
reverted commit :
- odoo/odoo#47248 : You no longer have to be an allowed user to see the
timesheets but only a message partner.
- odoo/odoo#49021 : We no longer deal with allowed_user_ids or
allowed_portal_user_ids
- odoo/odoo@f2a1a00 : We no longer deal with the allowed users lists.
This commit removes the button project_privacy_visibility for functional
reasons.
Closes: #65367
task-2439329
Related: odoo/upgrade#2128
Related: odoo/enterprise#16067
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
We want to ease user experience regarding sub task creation and
management. We thus enforce the values of subtask stage, project and
parent task. we want to remove the ability of a user to choose a
third-party subtask project different than the actual one. Also, we want
to remove the ability to make one sub task recurrent. In general, We
want to improve and strengthen the relation parent-childs for Tasks. A
sub task is dependant of its parent all along the workflow.
This commit address those needs and, especially, removes the subtask
project configuration discussed in :
- odoo/odoo@66a0e5a
- odoo/odoo@b709e22
1) With this commit we want to change the way to link a subtask with its
project for UI reasons, we want to be able to easily distinguish
subtasks that are linked to the project of their parent from subtasks
that are linked to another project. To do so, the idea is to create a
field display_project_id not required. Only relevant tasks are linked
to their project through this display_project_id, the other are linked
to their project only via project_id. As a result, domains in the
application are only based on the fact that tasks have
display_project_id. The other are simply hidden.
2) The number of subtasks is shown on kanban and list views with a
wigdet to easily render it and extend the UI.
3) The default sub-task assignee is the assignee of the parent task.
4) Task form is modified to integrate those changes.
5) Various searches on project task are restricted with a clause where
display_project_id must be not null. Except in portal, in which context
we always display all tasks and subtasks.
PR community: #62577
PR enterprise: odoo/enterprise#15043
PR upgrade: odoo/upgrade#1984
task-2388034
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Restore Project Kanban view for mobile.
Added a name for the default stage of the tasks in the Internal project
Removal of redundancy for the creation of the Internal project and its tasks
Fix task_reccurrence for the type 'after'. (too much task created or bad task created)
Task-2326258
closesodoo/odoo#64607
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
for repeat_type = 'forever' recurrences.
Consider a recurrence creating a task every 15th day of the month.
When the cron runs, it updates the next recurrence dates of the
recurrence.
But currently, the updated "next_recurrence_date" can be set to an
earlier date than today, if the fixed day of the recurring task is
earlier than the current day.
This means that the recurring task to create every 15th of the month
will be created the 15, the 16, the 17, the 18, ... until the next month
begins (no task will be created when the cron runs before the 15th of a
month).
This commit enforces the next recurrence_date to be set after the
current cron run, to ensure a task isn't wrongly created multiple times.
This commit also includes the tests that led to the discovery of this
bug.
closesodoo/odoo#63989
X-original-commit: e4943afef0f66703bafd78780764ff6f0b039d3e
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
For recurrences of repeat_type = 'after', the daily cron would create
tasks infinitely.
* The cron creates recurring task for all recurrences for which
next_recurrence_date < today.
* next_recurrence_date was never updated.
This commit ensures that next_recurrence_date is set to False for
repeat_type = 'after' recurrences, when the last recurrence is created.
X-original-commit: e7be857bea964628b80d4d3c1314dc231e0da947
This commit fixes various types of language errors in strings visible to the
user, including
- singular/plural mix-ups
- missing or incorrect punctuation
- missing or incorrect articles
- inconsistent use of title case and sentence case and other capitalization
errors
- mixed-up words
- missing words
- incorrect prepositions
- missing or incorrect apostrophes
closesodoo/odoo#60189
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Some interventions are done on a regular basis (e.g. maintenance of
fire alarms, safety inspections). Having tasks auto-generate would
facilitate the process and would ensure that the next intervention
isn't missed/forgotten.
closesodoo/odoo#55517
Taskid: 2172156
Related: odoo/enterprise#12246
Related: odoo/upgrade#1604
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Rohitkumar (roku)