Before this PR the task state was fixed by the kanban_state field which was useful when you use the stage of the project as parts of a pipeline,
but not relevant when users are using stages as bucket lists. (specific examples at the end of the specs)
The goal of this PR is to provide users a way to mark their tasks as done with a simple button press,
while keeping the option to label a task as Approved, Canceled or Requesting changes like in the old kanban_state field.
The kanban_state of a task had no impact whatsoever on other tasks of the pipe, we would like to change that and make the task state have an influence on its dependent tasks.
The state will also have influence over the 'recurrent' tasks (to be implemented in Task #3084945)
If you want a better description of those changes with screenshot and colors check specs of:
Task-3084930
PRs:
See odoo/enterprise#35359
See odoo/upgrade#4367
-----------------------------------------
Interaction with blocking tasks:
the closed values which mark the task as closed or finished:
- Done
- Canceled
The Open values when the task isn't finished yet:
- In progress
- Changes Requested
- Approved
- Waiting (which is not selectable)
Where to change the state of a task:
- For kanban and form views: same place as kanban_state (bottom right of kanban card, top right of form view)
- For list view: left of list (after task priority)
more details about the state widget in state field widgets part
Interaction with existing fields
- is_closed: which was determined by the task.stage_id.fold, now a task is closed when in one of the following stages
- Done
- Canceled
a closed task is considered as finished, the time of the closing will be stored in the date_last_stage_update field
- is_blocked: a task is considered blocked if ANY of its blocking task is in one of the blocking states (more details about this in the following part Interaction with blocking tasks):
- in Progress
- Changes Requested
- Approved
- Waiting
!! important !! is_closed and is_blocked are not mutually exclusive, you can have a task that blocked and is closed at the same time, the reason why will be explained late
date_last_stage_update: this field is updated everytime the task goes into a closing state OR when the task changes stage.
We need to check that the value is updated in each case (using the already available filter)
Interaction with blocking tasks
the state of a task can now be changed by its blocking tasks following the logic:
if ANY of the blocking tasks is NOT closed (so its state is in one of the open values) the task is considered as blocked
- if a task is blocked and NOT closed its state will switch to Waiting
- the Waiting state will display an unclickable hourglass icon on the task kanban/list views, once in the waiting state you can't change the state of the taskfrom the kanban/list views
- a blocked task state can be changed through the form view, so you can override the 'block' by choosing a closed state (only done or canceled)
- once overriden, the task will change to the closed state the user wants, but the task is still blocked so in case where the user comes back to an open state, the task will automatically switch back to the waiting state (according to the state before the block)
- if the blocking task switches to a non-blocking state, the task will not be considered as blocked anymore and its state will switch back to In Progress
Default values
the default value is always in progress
Special cases
when a task is moved from a stage to another one
- if the state was in one of the open states (approved, changes requested, in progress ) the state goes back to In Progress
- if not, the state stays the same
when a task is moved from a project to another one
- the state goes back to In Progress
when a task is duplicated
- if the state was in one of the open states (approved, changes requested, in progress ) the state goes back to In Progress
- if not, the state stays the same
closesodoo/odoo#107593
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
This commit introduces a new digest tip which
informs the user about the possibility to create
tasks in a project by receiving an email in its
email alias.
If a project with an email alias is set up it will
show it as an example. Otherwise the tip will be a
generic message.
This introduction will further help explain odoo
capabilities to its users.
Task-2973540
closesodoo/odoo#99740
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
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>
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
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
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>
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.
Bastien (bvdn)