Purpose
=======
Pictures from the digest emails are currently stored on the database
itself, meaning that if the database expires (e.g. after trial expires) all
pictures from previously sent emails won't be visible.
This is an issue since digest tips are meant as a marketing tool to bring
people to Odoo after trying a database.
Digest pictures are now taken from Odoo's server
(https://download.odoocdn.com/digests) so that the pictures will still
be visible after the database has expired.
From this commit onwards, it should not be allowed to change a digest
picture with the same name (to display a gif of a newer version), since
all databases with previous versions would receive pictures of a version
that does not correspond to theirs.
This also means that everyone client's Odoo server will contain pictures
that are never used. This could be fixed if Odoo stored them somewhere
else and didn't make them dependent from the git repository.
Task-2372195
closesodoo/odoo#87343
X-original-commit: 35157677a2a63a2559a72aff21e62e23a3c671a2
Related: odoo/enterprise#25654
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
** = hr_timesheet,rating,sale_timesheet,sale_project
Purpose of this commit to improve generic UX of project app.
So, In this commit done the following point:
- change the label for 'planned_hours' field in project task form view.
- change demo user access right to project user instead project admin.
- display the rating_status and rating_status_period fields under the 'customer
ratings' feature in the settings.
- add 'project_id', 'mail_template_id', 'rating_template_id' fields in project
task search view.
- add open and closed filter in project search view.
- display 'assign to me' button secondary when user set on task.
- add tooltip for 'date_deadline' field in project form view.
- replace create_date field by write_date in rating views.
- change context of billable time stat button action.
- improve search view of project task.
- hide rating stat btn when satisfaction is 0%.
- change name of task create when SO confirmation.
- change name of project create when SO confirmed when there is only one SO
line contain service_tracking is 'only_project'.
- add id field in tree view of project task as option hide
task-2710539
closes: #81630
This commit reorder and renames the tasks in demo data by project.
This is done in order to make it easier to parse, modify or add data in those files.
Closes#80102
Task 2669762
Related: odoo/enterprise#22399
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
This commit adds plenty of new demo data showcasing some features that weren't before, and also reworks existing demo data to make is more consistent.
Closes#80102
Task 2669762
Before this commit, 3 xmlid are duplicated, so the result is not
expected.
This commit changes the duplicated xmlid to create the 6 tasks as
expected.
Part of task-2671848
closesodoo/odoo#80661
X-original-commit: 12e848cb200d4b763563e0b110c963aeb71d706e
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of this commit to improve generic UX for the project app.
So, In this commit done following changes:
- add 'subtask_effective_hours' and 'total_hours_spent' fields in the page of
subtask in task form view.
- change invisible attrs to column_invisible attrs for block_by page in task
form view.
- add 'task in progress' subtype for project.task and move 'stage changed'
subtype above 'task blocked'.
- remove the 'is_close' field and all its references from project.task.type.
- unarchive all of its tasks when the user unarchives the task stage.
- sort projects on 'is_favorite'.
- internal users following the project automatically follow its updates and
their notification preferences propagated accordingly.
- duplicating a task will duplicate all of its subtasks.
- move parent task field in extra info page of task form view.
- change the label of 'edit' to 'view' in the burger menu of project kanban view.
- user can delete task without sale_order validation error.
- add constraints for 'seller_ids' field.
- add remaining_hours_so field in task tree view.
- add unusual_days in task calendar view.
- add 'no content helper' in action of burndown chart.
task-2536044
closesodoo/odoo#74018
Related: odoo/enterprise#19880
Related: odoo/upgrade#2801
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Co-authored-by: Kartik Chavda <kcv@odoo.com>
The project overview is a significant technical debt
as it is a custom qweb view. It is quite limited:
It is not possible to group the data, to filter on dates,
SOs or Field Service projects.
Improving this is very difficult and would require weeks
of development that are not worth it.
In any case, all the information provided by the project overview
can be found elsewhere. The stat buttons of the report are basically
duplicates of the ones from the project form view.
Therefore, we are removing this report and its twin,
the Project Costs and Revenues.
In addition, analytic items lack context for the user to understand
what generated a certain cost or revenue:
there is no link to the source document;
the entries are not categorized (e.g. it is not easy to understand
if a cost comes from a timesheet cost, a purchase order or an expense);
the billable type group by works fine for timesheets but then all
the other entries are flagged as Undefined, which is not very helpful;
there is no option to easily isolate costs from revenues.
task-2646234
See odoo/enterprise#20936closesodoo/odoo#76553
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
This commit fixes an issue since user_id was changed to user_ids.
The default behaviour of `_message_auto_subscribe_followers` could not
work with the user_ids field as it is only meant to work with user_id.
This also fixes a related issue due to the same problem where the
assignation emails were not sent.
TaskId-2691486
closesodoo/odoo#79831
X-original-commit: 3510251ad19d4394f4613924aa2af20abb7c35d9
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
This commit will modify some of the tasks from the demo data to place them in different personal stages for the demo users, to better showcase the feature.
Previously, none of the demo tasks belonged to a personal stage of any user.
Task-2657697
Closes#77870
Related: odoo/enterprise#21463
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Jinja as a templating engine was problematic in differents respect:
- introduce external dependency to Odoo (less controll)
- add another templating mechanism in the stack
- specific feature in qweb cannot be reused
- difficulty in rendering easily editable templates
- more knowledge required with no betterment
By replacing jinja with qweb we can now build tools to edit a qweb
that will work with the previously jinja encoded document
(essentially `mail.template` records).
There is a catch however. Some email fields (eg. email_to) used jinja
syntax for rendering dynamic variables (ie. ${object.something} and
${object.something_that_should_not_be_escaped | safe}).
We still want user to use dynamic variables for some char fields (eg.
subject, from, to, ...). We made a new rendering engine called
"inline_template" that will render an expression enclosed by `{{` and
`}}`.
To be able to edit the templates from the backend interface, a
plugin to the Odoo editor has been made for seamlessly edit the
document.
This qweb plugin includes:
- make dynamic variables (eg. `<t t-out="variable"/>`) not editable
(for preventing the user to shoot himself in the foot)
- group and hide related logical branching (ie. t-if, t-elif, and t-else)
in order to see only one at once
- a floating select input to switch visibility of a particular logical
branching
Task-27033
X-original-commit: odoo/odoo@68182baff4
Part-of: odoo/odoo#77377
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
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
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>
Tasks that are blocked by other tasks don't get any other information
from those tasks.
In order to get updates on the state of the blocking tasks we now track
some fields (determined by the `task_dependency_tracking` attribute) in
the parent's chatter.
Task ID: 2601448
closesodoo/odoo#73965
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of the task is to give a preview of what the Burndown chart
will look like once there is data.
So in this commit added the demo data for the burndown chart.
closesodoo/odoo#73426
Taskid: 2504119
Related: odoo/enterprise#19788
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Co-authored-by: bbh-odoo <bbh@odoo.com>
Rating mail template, from the 'project' module, has been improved,
by adding more margin to the top of the icons, which increase its
visibility.
--
task-2531541
closes odoo/odoo#71094
Closes: #71094
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
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
RATING
Rating texts currently have a negative skewness. Indeed apart top rating
all ratings have a negative feeling. In this commit we update them
to match more closely a 1-5 range from dissatisfied to satisfied, ok being
the middle value.
PROJECT
Filter customer rating were taking in account ratings from first e-mail
instead of current satisfaction.
IM LIVECHAT
Livechat did not catch feedbacks without comment.
Task ID-2439720
COM PR odoo/odoo#66992
ENT PR odoo/enterprise#16757
RATIONALE
Channel model is a mail.thread enabled model behaving strangely with followers,
notifications and discuss. Its code should however be simplified to be more
self contained and avoid unwanted side effects on other models.
SPECIFICATIONS
Remove ``channel_ids`` argument and support from ``message_subscribe`` and
``message_unsubscribe`` API. Indeed we do not support adding channel-based
followers anymore. Only partners should be added or removed from followers.
It also allows to simplify API and understanding of both methods.
Various addons are updated to match the simplified (un)subscribe API. Some
enterprise addons may also be impacted.
LINKS
Task ID-2070632 (main task)
Task ID-2419762 (followup task)
COM PR odoo/odoo#62859
ENT PR odoo/enterprise#15172
UPG PR odoo/upgrade#2005
Before this commit:
For an example, when task is going to 'Done' state at that time mail is sent to
customer for feedback, answering of that mail contain smiley face plus subtype
description in chatter.
After this commit:
A subtype description is removed to the smiley face from message.
Links
PR https://github.com/odoo/odoo/pull/66137
Task-2373127
closesodoo/odoo#66137
Related: odoo/enterprise#16340
Related: odoo/upgrade#2157
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
Clean organization of templates in odoo apps: mail.template records in data,
qweb templates (views) used directly in code, notably using post with view.
Purpose is to ease future improvements in posting based on templates.
SPECIFICATIONS
* move those templates in their own file to ease their discovering and
maintenance;
* put them into data (as those are not views even if it contains qweb)
* guidelines are now :
-> Qweb templates should be in data/mail_templates.xml;
-> mail.template records should be in data/mail_template_data.xml;
* put their declaration in no update when not done if template has no
technical code or complex dependency on underlying code;
* move found mail data (mail.message.subtype or mail.activity.type) records
in a mail_data file that should contain only "core" records linked to mail;
LINKS
Task ID-2375767
COM PR odoo/odoo#61814
ENT PR odoo/enterprise#14775
UPG PR odoo/upgrade#1936
PURPOSE
Review the tips and digest layout design to make sure they have a WOW effect
and increase trial conversion/retention.
SPECIFICATION
“Customize tasks and stages according to the project”
See code for specifications.
LINKS
Task ID-2274264
COM PR: odoo/odoo#53580
ENT PR: odoo/enterprise#1139
X-original-commit: bd2cd2ca4e4fd1fa99d6a97b8af291363e4b1d84
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>
PURPOSE
Make digest email and tips more appealing. The goals of these tips are
* to encourage the adoption of other apps (Did you know ?);
* to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
* to show social proof and increase trust (emphasis on already existing
projects / customers to);
SPECIFICATIONS
Improve existing tips to be more inlined with new digest styling.
LINKS
Task ID 2197417
PR odoo/odoo#51619
Co-Authored-By: Elisabeth Dickinson <edi@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
Purpose
=======
Even if the routes are correctly updated and the existing data is
correctly updated, the emails that were already sent to the customers
will be problematic, as we will provide a value which is not handled
anymore (10 for example).
To provide a retrocompatibility, deprecated the old route and
introduce a new one.
closesodoo/odoo#46296
Taskid: 2083096
Related: odoo/upgrade#889
Related: odoo/enterprise#10312
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
- Rename the 'Use Rating on Project' feature into 'Customer Ratings'
- Rename the 'Set Email Template to Stages' link to 'Set a Rating Email Template on Stages'
- Add an optional list view for the Stages menu
- display warning if the rating_template_id field is set and if one of the selected project_ids doesn't have the rating_status field set to true
- Project form view revamp
- rename the '% on tasks' stat button into 'Customer Satisfaction'
- Remove the 'no option' for the rating frequency field because it is required
- project form : Add a 'Go to Website' stat button
- Project dashboard: remove the 'Customer Ratings' menu item in more
- Ratings page: the 'Last 30 days' filter include ratings from today
- remove the Appointment / Helpdesk Customer Satisfaction / Live Support menu items
TASK ID : 1251
If there isn't any customer set on the task, the current behavior
will display 'Hello False,' in salutation rating email as intro.
This commit will fix it by display only 'Hello,' if there isn't
any customer set.
Task ID 2238816
closesodoo/odoo#50366
X-original-commit: e7b71c6e497aa8d823181440333f371f1da5ade8
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
* Reword tasks in the sample project
* Add a "Create and Edit" button on the project creation modal
* Open the file chooser in "Set a cover image" if there are no images
set
* Correclty display the kanban state button on archived task
* Add a button to list the tasks when deleting a project
* Open file chooser for cover image: Automatically open the file chooser
when setting a cover image on a task if there are no attachments to chose
from.
closesodoo/odoo#47306
Taskid: 2209133
Related: odoo/enterprise#9141
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Currently when the timesheet is filled by the timesheet syncronization
app then it was not going to display the demo projects to project
selection dropdown due to restricted domain and demo data of timesheet
was not properly appear in timesheet app
So updated the demo project in such way that it should display the demo
project's and task to the timesheet app.
Added the demo project to the favourite list of the admin so it should
appear on the selection of the timesheet App and modify the sale's order
project and task so it should display the proper data to app.
closes odoo/odoo#47570
Taskid: 2194361
Closes: #47570
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
Ease edition of digest tips by adding a name.
SPECIFICATIONS
Add a name on digest tips. Even if technical and not send to customers it
allows to see them at a glance in list view without having to guess their
content.
LINKS
Task ID 2214325
Com PR odoo/odoo#47416
Related: odoo/upgrade#933
Related: odoo/enterprise#9167
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
RATIONALE
Mail template model holds a field telling odoo mail engine to automatically
add the current user's signature to the body. Its use depends on the use
case
* using the template in the composer on a single record: it is displayed
in the rendered template in the composer, meaning people could change it.
This behavior is interesting as it allows to see the email content;
* using the template in the composer in mass mail mode: it is not displayed
as only the raw jinja is displayed. It is therefore not obvious that it
will be appended to the body of the mail. People could add it manually and
have 2 signatures as a result;
A mechanism automatically adding a signature to sent emails when posting a
message is already implemented and is based on template existence. If a
template has been used when posting, no signature is added in sent emails.
Otherwise it is automatically added. This behavior should not change.
Behavior will therefore be
* use a template -> specify signature usage in it manually through jinja;
* do not use a template -> signature added in sent emails;
SPECIFICATIONS
Remove user_signature.
Update template body accordingly. In customer oriented templates that are using
it and do not already contain it, manually add a call to user.signature within
the jinja code. When set to False, just remove its declaration.
Quickly clean some signature integration.
LINKS
Task ID 2089252
Community PR odoo/odoo#39482
Enterprise PR odoo/enterprise#6459
Upgrade PR odoo/upgrate#761
Related: odoo/enterprise#6459
Related: odoo/upgrade#761
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Michaël Mattiello <mcm@odoo.com>
Co-authored-by: Thibault Delavallée <tde@odoo.com>
* Code cleanup
* Avoid a safe evaluation of the field value when loading those records.
closesodoo/odoo#44883
Related: odoo/enterprise#8283
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Purpose fo the task is to improve the UX of timesheet, project and task.
Done the chages for below point:
- improve the stage demo data to unified the project stage
- on the task timesheet 'sub-tasks hours spent' should be clickable
and on click, it will display the list of subtask timesheet.
- display in warning tasks for which Remaining Hours < 0 if Planned Hours > 0 in task list view
- improve the settings of collabrative pad and planning and project form view
Task-2129052
closes odoo/odoo#41092
Closes: #41092
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this commit, when user land after clicking on the smiley in the
e-mail for rating, user cannot change its rating. Its click limits the
available choice.
Now users will be able to choose rating and write feedback before submitting
its rating.
Task ID 1936849
Closes PR #33979
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Shreya Thakrar<sht@odoo.com>
Purpose of this commit is to remove of the legend_priority field in the crm
and project addons since they are not used anywhere.
Those were initially introduced at dd343c8633 . Purpose was to be able
to customize displayed label of priority field used in kanban view in
replacement of standard string. However kanban view does not support it
anymore since whatever web refactoring and this feature will not be
reintroduced. Let us therefore remove the fields.
Linked to task ID 1935620
closesodoo/odoo#33444
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Tag name should be "Need Assistance" instead of "NeedAssistance".
Task-1891795
closesodoo/odoo#32146
Signed-off-by: Jérome Maes (jem) <jem@openerp.com>
Purpose: use more email_formatted when possible, clean and simplify
email_from, email_to and partner_to computation.
Next step is to try to extract some common patterns in tools or methods in
order to simplify template creation and customization.
Related to task 1972615
Linked to PR #32872
This code was to be removed in saas-7 (which went the way of the dodo)
project_time_mode_id is now only on hr_timesheet
This was creating an ir.model.data entry with res_id=0 (not record found).
A ir.model.data without id triggers a warning in the trans_generate method when
trying to export the translations of the module project (where the reference
fails to be resolved)
The mail.message.subtype model contains a field internal,
which decides if the messages are visible to external users or not.
Such a value should not be overriden at module update,
so all subtypes should be in noupdate.
opw 1946043
closesodoo/odoo#32214
Signed-off-by: Nans Lefebvre (len) <len@odoo.com>
Removed current onboarding mail which was send when module was installed.
It is considered as not necessary now that we have a digest module sending
KPIs and tips by email.
This commit is related to task ID 30655 and PR #18318.
Purpose of commit is to implement KPIs about opened tasks for project
digest emails. Opened tasks are nor archived nor in a final stage. Those
are added in the default digest template.
A tip is added to remind to use the mail gateway.
This commit is linked to task ID 30655 and PR #18318.
Fabio Barbero