Priori to this fix:
* The domain provided to the invisible member of the attrs was wrong
as it was using the '=' operator.
After this fix:
* The domain provided to the invisible member of the attrs is using
the 'in' operator.
task-2691562
closesodoo/odoo#79800
X-original-commit: e69012541dbba5a98a3b847c78b2ac17455601b3
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Prior to this commit:
* Although the display was correct in enterprise, the look was awful in community.
After to this commit:
* The icon is colored in both comunity and enterprise and the text is always visible.
task-2531428
closes#73581
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of the commit is to improve the customer rating report
of the project app.
So in this commit, done the below changes:
- remove the project and task measures
- switch the rating value and the count from place in pivot view
- remove the default group by rated operator, keep it fot grap view
- reorder the some fields on form and list view
- use the badge widget for the rating field and the color code is applied to the form view
- add some demo data for the feedback field in list view
- center the information vertically in kanban view
- move the 'customer ratings' menu item below the 'project costs and revenues' one
- add the following filters: My Projects, My Team
- reorder the group bys and rename 'Resource' into 'Task'
- reorder the search fields
- project kanban card
- the ratings % is represent the average satisfaction rate of the ratings submitted in the last 30 days (including today)
- change the tooltip to: Average satisfaction rate for the last 30 days
- the 'customer satisfaction' stat button display the last 30 days rating on the project.project
and this stat button should open the kanban view by default instead of the list view
task-2531428
closes#73581
Before this commit, when the task has a user assigned to a task and the
current user wants to assign himself to this task. He cannot see the
'Assign To Me' button because this button is only visible if the
`user_ids` field is empty.
This commit changes the visibility of this button to show this button
only if the current user is not yet assigned to the task.
task-2633229
closes#77156
X-original-commit: cfba241bada2b3690b4303b7e01747301925d162
This commit will indicate 'fa-lock private' for the 'Project' field for private tasks in the following views: list, calendar popover, kanban, activity.
Previously, this field was left blank.
Task-2657697
Closes#77870
Prior to this fix:
The project update stat button is duplicated.
After this fix:
The project update stat button is no more duplicated.
task-2684233
closesodoo/odoo#79347
Signed-off-by: Xavier <xbo@odoo.com>
* = 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>
Currently, projects that are 'on hold' stage are represented in grey in
the kanban progress bar while the colored dot on their card is in blue.
In this commit, we change the color of the 'on hold' stage into 'info'
instead of 'muted'. After this projects that are 'on hold' are display
blue in the kanban progress bar as well.
Task-Id:2633273
closesodoo/odoo#78761
X-original-commit: 0886c10d5f276aca2539060ffaa047780a408354
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
purpose of this commit is to display the project name and task
to the right of the div in the activity view.
before this commit, the project name and task displays next to
the many2many_tags div in the activity view.
closesodoo/odoo#78738
Taskid: 2646204
X-original-commit: bb9734fbf761c3c11be0226cbe4da9d764ccbf74
Related: odoo/enterprise#21817
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Currently there is border visible under only the 'description' notebook.
So in this commit we removed that border.
closesodoo/odoo#78240
task-2648148
X-original-commit: 43f2ae777d59430acfc3973cb57f8a76cb29129b
Part-of: odoo/odoo#78444
With the modification introducted in the PR #62577, create recurring
subtask was no more allowed.
This commits reverts this limitation and adds tests to verify this
behaviour.
PR : #77126
task-2522076
X-original-commit: f6b12588757bd7f2d7802264fc7cd1aaae4c6c57
Activate the new opt-in option for the collaboration
on some html fields.
closesodoo/odoo#77160
X-original-commit: 504bbafc1d6183e7e8e0a326d1e90eddce6410d7
Signed-off-by: David Monjoie (dmo) <dmo@odoo.com>
Purpose of this commit is to hide the project_id field on
form view of sub_task
Taskid: 2645909
Closes: odoo#76555
X-original-commit: 403fbccfffcebb77b4c8bfdfcc48c4e08efe1da3
Part-of: odoo/odoo#77006
Currently the 'Assign to me' button is never visible on form view
of the task.
So in this commit visible the button only when user_ids is Fasle on
task.
closes odoo/odoo#76967
Taskid: 2642872
Closes: #76312
X-original-commit: 6f96898160bb219427d5c5b23195ef8563e732a8
Related: odoo/enterprise#21072
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
This commit adds a stat button representing the number of dependent
tasks, the current task is blocking.
This is the inverse relation of "Blocked by".
task-2638359
closes#76166
X-original-commit: d841e4a7e25fd56c49c0cd3b51994a7fda4cbc8b
Before this commit, we rename the 'Edit' button into 'See more' but we
prefer to directly edit the project when we click on this button
So, it is to have 'Edit' as name and directly enter in the form view of
the project in edit mode.
This commit renames the button into 'Edit'.
task-2638359
closes#76166
X-original-commit: e960b2966bdd16f369df9fbd8e4cf372c37bd37a
This commit improves the project updates panel and the data reported
in the update description.
This commit prepares the removal of the project overview feature.
PR : #72736
See odoo/upgrade#2706
task-2545084
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
This reverts commit fc7778f8c512202dc3361d6b87be8c28b299c3c8 because of
a change in the spec.
The access mode are removed and replaced by this access mode for portal
user:
- read: the user goes to the classic portal view
- edit: the user is added as collaborator of the shared project and can
access to project sharing views.
To do this, the portal share is inherited by the project share wizard.
This new wizard can be open to share in readonly and open to share in
edit mode via 2 buttons in the form view of the shared project.
A new stat button is added to form view of project to see the
collaborators of this project. That is, the ones can access to the
project sharing views. The project manager will can remove or also add
new collaborators via the views in this stat button.
task-2379518
closes#73341
Before this commit, when the portal user can access to project sharing
views, he can just read. If we just add ir.rule to allow the edition,
the portal could create/edit. We have to allow the project manager to
define the access rights of portal users when he want to share them a
project with the project sharing feature.
This commit adds 3 access modes portal users in project sharing views.
1. **Readonly**: the portal can only see the tasks in the different views.
2. **Comment**: the portal can use the chatter in task form view.
3. **Edit**: the portal user can create and edit tasks.
task-2379518
closes#73341
Co-Authored-by: Yannick Tivisse (yti) <yti@odoo.com>
Adds new optional stages for the project.project model.
Previously projects would stay dormant when they were finished, we can
now define stages for those projects to determine where a stage is in
it's lifecycle.
Also adds some small changes to the project itself, such as adding tags.
Closesodoo/odoo#73648
Task ID: 2581575
Related: odoo/upgrade#2646
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
When creating a new task the name field was not automatically focused.
closesodoo/odoo#75271
Taskid: 2585999
X-original-commit: a1f4cc03bc4df556f9a832a91d47f1c3727ab115
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Purpose of this commit improve kanban_state field layout in
kanban view of task.when user_id doesn't set on task it show
blank div for m2oAvatar which move kanban_state field to left
of that div.
So, In this commit show m2oAvatar only when use_id
is set on that task.
closesodoo/odoo#75258
Taskid: 2557892
X-original-commit: b22d0eaadd8875cc6c5286fe037c199160b65726
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of the commit is to fix the translation buttons layout on
stages form view.
closesodoo/odoo#75257
Taskid: 2605763
X-original-commit: c52647b8828cc4904f44ba2d1919915aa8258f0a
Related: odoo/enterprise#20323
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of the commit is to improve the ui of the project and task
So in this comit, project_id and tag_ids should be always visible
in fsm mode too. also re-sequence the task form view buttons and
added class for the proper xpath.
also move the common for for get_unusual_days on employee so it
can be reused.
Related enterprise PR: https://github.com/odoo/enterprise/pull/19134Closes: #72440
TaskID: 2502339
Purpose of the commit is to improve the task analysis report
of the project app.
So in this commit, done the below changes:
- removed the # of tasks measure
- added the following measures: Rating Value (/5), Working Hours to Assign, Working Hours to Close
- removed the # from the labels of the following measures: Days to Deadline, Working Days to Assign,Working Days to Close
- renamed 'task title' into 'task'
- added a search on tag_ids and sale_order_id
- added the following filters:
-My Projects + My Team's Projects
-My Tasks + My Team's Tasks (rename 'Unassigned' into 'Unassigned Tasks')
-Starred
-Tasks Late + Tasks in Overtime
- added the following group bys: task, customer, kanban state, assignment date, creation date, deadline, last stage update
closesodoo/odoo#72587
Taskid: 2508645
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Define `data-hotkey` on most used action buttons.
For the modals, the following keys are dedicated for "special"
actions:
- Alt+G: add
- Alt+V: save
- Alt+Z: cancel
closesodoo/odoo#73275
Taskid: 2588233
Related: odoo/enterprise#19464
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Before this commit: share button inside project was displayed only in
readonly mode.
After this commit: share button inside project will be displayed in
edit mode as well.
task-2513815
closesodoo/odoo#70441
Signed-off-by: Simon Genin (ges@odoo) <ges@odoo.com>
Currently, activity view does not support many2one_avatar_user widget due to
which clicking on image do not open chat window, with this commit, we add
support of many2one_avatar_user widget in activity_view so that user can click
on avatar image and open chat window.
task-2554466
closesodoo/odoo#71804
Related: odoo/enterprise#18803
Signed-off-by: Simon Genin (ges@odoo) <ges@odoo.com>
The UX of the 4 main views (kanban, form, list, portal) of the project app has been globally improved.
In particular, different icons color/style were changed along with several strings, and the order of a few elements was revised to improve readability.
task-2508723
See odoo/enterprise#18387closesodoo/odoo#71011
Related: odoo/upgrade#2506
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Purpose of the commit is to improve the usability and onboarding
of the project app.
So in this commit, done the below changes:
- Rename column "Kanban state" in list view screens
- Hide column "analytic account" when not needed
- Do not show "Internal" project
PS: Moved leave_timesheet_project_id into hr_timesheet and rename
it as internal_project_id and we used it in the domain in the
kanban/action to the kanban in order not to have it in the result.
closesodoo/odoo#68857
Taskid: 2451722
Related: odoo/upgrade#2479
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Before this commit, suppose we have a scenario like below
Task-A:
Activity-1:
name: Email ( Today )
Assigned to: User-1
Task-B:
Activity-1:
name: Email ( Today )
assigned to: User-2
Activity-2:
name: Call ( Due in 3 Days )
assigned to: User-1
When User-1 goes through the systray 'Today' filter shortcut he gets both
Task-A and Task-B in the list instead of only Task-A. Indeed currently
activities are not filtered based on current user with its deadlines.
However purpose of systray is to indicate activities current user has to
perform instead of global activities.
After this commit activities will be filtered based on deadlines as well as the
current user. In order to achieve this behavior we needed to pass a domain like
[
('activity_ids.date_deadline','=', fields.Date.today()),
('activity_ids.user_id','=', 1)
]
And for that purpose we introduced a non-stored compute field with a search
method.
Task ID-2438822
COM PR odoo/odoo#72219
X-original-commit: f4eaf4d8fb2f97240201104dcd4fc7e2674bce02
Description of the issue/feature this PR addresses:
It is currently quite difficult to differentiate users. Most of the time, people
don't take the time to upload an actual avatar so everybody looks the same. This
PR generates a custom avatar with the users initials and random color to
differentiate them. For res.users, res.partner and hr.employee, image fields now
hold the binary image and avatar are used to show the image or svg.
Current behavior before PR:
Avatar had only random colors and was being saved in database, being inefficient
Desired behavior after PR is merged:
A new mixin defines image fields and in case no image is set, it generates an
SVG image with the user's initials and random color.
closesodoo/odoo#69819
Task: 2404630
Related: odoo/enterprise#18199
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
This commit aims to add a button in the control panel to easily display
the current project update status.
This is done by extending ControlPanel Component and template.
We must add a context value `show_project_update` to enable the
button in the breadcrumb and it's done only once; e.g. when we click to
see all project tasks of an active project.
The button redirects to a kanban list view of the project_updates.
The activity rng is modified in order to accept js_class definition.
Following commits will add behaviour to handle those updates and
milestones in the various views. See PR for further information.
PR : #68899
task-2393768
This commit adds project updates in project to take in stock the current
status of the project : which task or milestone changed in the past 30
days.
The project manager is able to add a status on the project update, and
edit the description of the update. There is also a chatter in which
he/she can discuss some points with other project users.
The description is build with informations retrieved from mail tracking
values or from project.* models. Those informations are collected in a
dict and rendered in a template to ease the inheritence in further
modules needs.
Following commits will add behaviour to handle those updates and
milestones in the various views. See PR for further information.
PR : #68899
task-2393768
Before this commit, when the partner_id in the project, we display the
partner_id selected in this project in the kanban card of it.
This committ displays the commercial_partner_id rather than the
partner_id in the kanban card of each project in the kanban view to be
consist with task's kanban card.
task-2232042
closes#51471
Before this commit, when the user creates a subtask in subtask then we
take the project_id but if the user has changed the display_project_id,
the subtask of this task has not the correct project.
This commit gives the project_id by default if the parent task is not a
subtask or the display_project_id of this parent task is not defined
otherwise it gives the display_project_id.
task-2232042
closes#51471
Purpose
=======
During the development of the task #2169100, it appeared that the synchronisation
of a task's partner_id according to its project's partner_id and its parent's
partner_id was not very clear.
A first idea was to simplify the partner_id management: as it could be annoying
for the customer to see all the task's partner_id overriden after project's
partner_id modification, the idea was to just use the parent's parnter_id or the
project's partner_id as default value of the task's partner_id. Then, if the
partner_id of the project or of the parent is changed, there is no more impact
on the task partner_id itself.
The main problem of this solution is that the management of the task's partner_id
is also extended in several others modules like sale_project and sale_timesheet.
You can find below what seems to happen with all these task partners.
Start following rules according to which module is installed.
(for the record: sale_timesheet depends on sale_project which depends on project).
Rules are applied in the order they are written.
Rules labelled "O" only apply when changing the project through the task form view.
Rules labelled "C" apply everywhere.
technical: C=compute, O=onchange
project
C.1 If parent's partner changes and the partner is not set, then set the parent's
partner
C.2 Else if project's partner changes ant the partner is not set, then set the
project's partner
sale_project [+ project]
C.1 If the project's sale order line's partner changes and the partner is not set,
then set the project's sale order line's partner
C.2 Else apply (project.C) rules
sale_timesheet + [sale_project + project]
C.1 Apply (sale_project.C) rules
O.1 If the project is billed "At Project rate" or "At Employee Rate" and the
partner is not set, then set the project's sale order's partner
the sale order line's partner
Specification
=============
- If the partner changes, we ignore all current tasks and let them be. We set the
new partner as default value on all new tasks. In detail, we have done
this:
- When the user creates a task give the customer of the default project or the
task parent as default customer for the task.
- When the user changes the project and no partner in the task, we take the
partner of the new project (if this project has a customer).
- When the user changes the customer of the project, the linked tasks are not
impacted by this changes, even if some tasks have not a customer yet.
- When the user changes the customerf of the parent task, the child tasks are
not impacted by this changes, event if these tasks have not a customer yet.
- remove the onchange rule to remain consistent.
TaskID: 2232042
closes#51471
Co-authored-by: Xavier BOL (xbo) <xbo@odoo.com>
Before this commit,
Share action was displayed on list view as well which
doesn't makes sense as it will always use `active_id` only.
With this commit,
we are displaying `Share` action on form view only.
opw-2530652
closes#70821closesodoo/odoo#71062
X-original-commit: 45845a87ab6a6260b42abacf16811684418cd775
Signed-off-by: Nicolas Lempereur (nle) <nle@odoo.com>
Currently, empty help content are not properly added so in this
task add the proper help content on several menu and add module
field service in community.
So in this commit done the below changes:
- Task form view: change the tooltip of the sale_line_id field
- Change the empty help content in below menu:
- reporting > tasks analysis
- Configuration > Stages
- Project > Reporting > Project Costs and Revenues
- base: The industry_fsm module should show up under Apps in community,
with the usual 'upgrade' button
closesodoo/odoo#68940
Taskid: 2465012
Related: odoo/upgrade#2369
Related: odoo/enterprise#17548
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
- Currently all menus are out of order in app switcher.
- For example, Sales app is 16 menu away from Accounting,
Social Marketing app is 25 menu away from Email Marketing, etc.
So, all menus should be reordered.
- This commit will reorder the menus of the app switcher in order to reduce
the distance between correlated applications,
and bring the most common apps upward.
- And in this commit we have left gap of 5 subsequent sequence for further new menus.
PR: #69984
TASK ID: 2513082
Related: odoo/enterprise#17989
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Laurent Stukkens (LTU)