Purpose of this commit to improve generic usage of project app.
So in this commit done the following changes:
- apply the 'open tasks' filter by default for my task menu
- the search view set the one from accounting and not timesheet for
gross margin stat button
- add a 'stalling for 30 days+' filter that should return open tasks whose
last stage update was more than 30 days ago for project task form view
- move the 'stage' quicksearch above the 'project' one for burndown chart
- when archiving a project containing tasks that are recurrent, disable their recurrence instead of
raising an error
- format some field in timesheets notebook in project sharing
- display the 'rating email template' field by default for task stages
task-2899490
closesodoo/odoo#95636
Related: odoo/enterprise#29270
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
This commit's purpose is to improve the user experience when using the
burdown chart as well as preventing fetching all the data in order to
prevent long loading time on big databases.
This commit adds `Allocated Hours` (`planned_hours` field) in the chart
measures as well as default filters in order to restrict the data to
the tasks which stage have been modified this year or the previous
one, or which current stage is not `closed`. This commit also hides the
`stage_id` field from the one that are available in the group by as this
report requires it to be set (and thus we need to prevent the user from
removing it).
task-2941625
closesodoo/odoo#97321
Related: odoo/documentation#2551
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
This commit aims at removing unuseful help message to:
1/ reduce translators work, to focus on more useful translations
2/ not sending unuseful information in load_views
3/ reduce help message to useful messages, so that we can mark
fields having a tooltip in the future UI.
4/ some cleanup of existing messages too
The main use cases:
- REMOVED: help redundant with the field name, providing no extra info
- MOVED TO COMMENT: technical help messages, that should not be in UX
closesodoo/odoo#97279
Signed-off-by: Fabien Pinckaers <fp@odoo.com>
Purpose of this commit
======================
The Burndown Chart report was very slow on big databases as it was not
possible for Postgresql to optimize the query as it was based on a view
that was using several generate series.
This commit aims to improve the performance by injecting the constraints
at a lower level than it was in the past, lowering the amount of data
processed in the higher level of the query.
/!\ Important note
------------------
Overwriting the `read_group_raw` is really not a good practice and should
be avoided in most case. If you fall on this implementation by grepping
the source code, please be advised that this is not the right way of doing
things.
Implementation details
----------------------
- The report is now run by generating the `SQL` that is executed by the
`read_group_raw`. This allows inserting `SQL` constraints at a lower
level and simnifically improves performance. As there is no other way
to do it, the code is unfortunately a modified copy of the actual
`read_group_raw`.
- The pivot view has been removed as it had no meaning and was creating
confusing data.
- The `Group By` menu has been limited to `stage_id` and `date` as bringing
more data trough the different `GROUP BY` statements up to the higher level
is costly. Further more, additional `Group By` did not bring added value
as the Chart was less readable.
- The JS code has been adapted in order to force a group by both `stage_id`
and `date` so that the date displayed is always making sense.
- The sort ascending and descending options have been removed as creating
confusing data.
- The compare with previous period has also been removed as the chart only
really make sense when seen chronologically.
- A lot of tests have been added in order to ensure that changes that would
be harmful for the report will trigger test fails.
task-2845729
Co-authored-by: Yannick Tivisse <yti@odoo.com>
Steps to reproduce the bug:
- Let's consider a project P with 2 stages S1 and S2 where S2 is a closing stage
- Create a task T in P and set T in S1 with a deadline in the past
- Pass T to S2
Bug:
T was still appearing when selecting the filter Late tasks
opw:2900663
closesodoo/odoo#96308
X-original-commit: a88611e634ca74478308c274e43ea0de0d4716b2
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Before this commit, the milestone is displayed in red in project update
when its deadline is in the past. To display the tasks containing a late
milestone, a filter need to be added.
This commit adds this filter to display the tasks containing a milestone
with a deadline in the past. This filter is also added in the `Tasks
Analysis` and the `Burndown Chart` reports.
task-2829542
Steps to follow
- Go to project
- Click on the 3 littles dots on a card
- Go to Burndown Chart
- Add a custom filter on the date_group_by field
-> this.fields[condition.field].selection[0]
Cause of the issue
The date_group_by field selection should be declared as a list, not a
tuple
opw-2819936
closesodoo/odoo#91397
X-original-commit: e3254a882199f229e4a8b4f38ce7f7529fd8da46
Signed-off-by: Hubert Van De Walle <huvw@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>
Before this commit:
- Join between task and rating is made on parent_res_id
- Displayed value is the sum of tasks average_rating
- No Unit test to cover this case
- Measure displayed when customer rating setting is not active
- [Demo data] Each task is rated one time so average_rating and last_rating are the same
After this commit:
- Join is made on res_id which is the task_id
- Displayed value is the avg of tasks average_rating
- Unit test added to cover mesaures calculation
- Measure dusplayed only when setting active
- New demo record added to let average_rating be different from last_rating
closesodoo/odoo#89764
X-original-commit: 3a5d816ef26a164fc38965154e38b45e33f9a81e
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Signed-off-by: Xavier <xbo@odoo.com>
- The starred field was renamed as priority.
- The assigned date is now set back to False when the user is unassigned from the task
- An action helper was added to the collaborators view
- The year mode was added to the calendar view of tasks
task-2802506
closesodoo/odoo#87139
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
In a project burndown chart, we currently have two measures, "Count" and "# of tasks".
Those measures are identical, but the default "Count" one is less explicit.
We only want to keep "# of tasks", but rather than discarding the default measure,
we could rename it and remove the other one.
This commit removes the "# of tasks" measure, and renames the default "Count"
into "# of tasks".
Task-2734458
closesodoo/odoo#86110
Related: odoo/upgrade#3357
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
* hr_timesheet_{attendance}, project, rating, sale_timesheet
- removed the 'admin' group on the reporting menu items so that 'users' can
access these menus.
- 'timesheet / attendance' menu should only show if user has access for both
the attendance and timesheet.
- Project/User should access 'Task Analysis' report And Added rule for user.
- customer ratings: only show ratings which has access of their project/task.
- ratings: user should not able to edit ratings.
task-2467564
closesodoo/odoo#82634
Related: odoo/enterprise#23439
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Co-authored-by: Priyanka Kakadiya <pka@odoo.com>
Before this commit, when the user searches all the open tasks (the tasks
without a stage set or the tasks are in a stage where `fold` is False),
this search could be slow when a huge number of active tasks is in db
and most of that tasks is in a stage folded.
This commit stores the `is_closed` field to avoid doing a join into the
stage table to know if the stage linked to the stage is folded or not.
Because `is_closed` is a related of `stage_id.fold` and so we will avoid
doing a sql join to know if the task is a open one or not. To further
increase this search, an index is added too.
Closes#85513closesodoo/odoo#85968
Related: odoo/enterprise#24828
Related: odoo/enterprise#25055
X-original-commit: cf8bb93
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Co-authored-by: Yannick Tivisse <yti@odoo.com>
Co-authored-by: Laurent Stukkens (LTU) <ltu@odoo.com>
Before this commit, In the product form, when the selected uom is Hours and as Hours is the default uom, we display this conversion (1.0 Hours = 1.0 Hours) which is useless
Before this commit, Kanban is the only view available for projects. With this view, we can't select a batch of projects and display optional fields
Before this commit, Some wordings didn't have a significant meaning.
This commit hides uom conversion when selected and default uom are the same.
This commit adds the projects tree view.
This commit improves some wordings according to what was mentionned in the task.
task-2724965
closesodoo/odoo#82135
Related: odoo/enterprise#23206
Related: odoo/upgrade#3207
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose is to try to have a single entry point when dealing with rating
values. Also fix incoherency introduced with odoo/odoo@32ba417549 where grades
are not coherent in all computation. This new computation seems better as
bad is now limited to <= 1 everywhere.
Task-2728564
Part-of: odoo/odoo#82792
This commit introduces some user experience improvements:
- Always display sale_line_id field whether partner_id is set or not.
- Don't restrict sale orders to the partner_id's one
- Set partner_id to the one of the SOL if partner_id is False
- Remove create option for fields 'user_ids'
- Display the kanban state in the kanban view even in fsm
Task 2585357
closesodoo/odoo#73531
Related: odoo/upgrade#3211
Related: odoo/enterprise#19812
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Co-authored-by: Priyanka Kakadiya <pka@odoo.com>
Purpose of this commit is to show only task that
has project_id set in 'Task Analysis' menu.
So, in this commit select only those tasks that has
project_id set in 'Task Anamysis' menu's query.
task-2722863
closes odoo/odoo#82565
Closes: #82442
X-original-commit: d8f3a0c4722d299f73892403b4ef5800913ea2a8
Related: odoo/enterprise#23409
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>
Deleting record from tasks analysis report tree view has been stopped.
Issue:
If the record is opened from the list view, auto-generated from view is opened,
so the list view is restricted.
Closes#76465
task-2645891
closesodoo/odoo#77094
X-original-commit: e9ad8994c2836fcec41565c40e36784bd6152943
Related: odoo/enterprise#21136
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Currently when move the task from one project(A) to another project(B)
and open the burndown chart of second project(B) it shows the stages
of first project(A). which is wrong.
so in this commit, include the tracking values of the current project
only, do not include the tracking value of the older projects.
Task-2616736
closesodoo/odoo#76964
X-original-commit: 9a6624f5f743677a233489932840e3a739330452
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
This commit removes the default group by User for the Tasks Analysis
report, which was active once one clicked on "Open Tasks" in the Project
Update Kanban view.
This commit also removes the default group by user in the graph view
(which is induced by the field in the graph arch, through graph view
init function).
Issue :
The graph view of report.project.task.user is not able to render the
project_id>user_id groupby since the number of rows to display is to
high.
After considering improvements client-side (e.g. drop last groupby
when there are too many datasets to render), we concluded that the case
of report.project.task.user is rather isolated. The real issue is that
this 'complex' two-level groupby is forced in the view itself, making
it unusable on larger databases (e.g. next.odoo.com).
On top of that, project_id and user_id are usually dependent dimensions
(users are usually working in the same few projects).
PR: #73299
task-2588087
closesodoo/odoo#77013
X-original-commit: 605b4e109afabaff0876ca92cecfce9a6c615977
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Purpose of this commit is to add the separators before and
after the 'unassigned tasks' filter on Task analysis report.
Taskid: 2645909
Closes: odoo#76555
X-original-commit: 388b58cd86d3fdc71c1d5e27a471febae9bd8dd5
Part-of: odoo/odoo#77006
The `user_id` field was replaced in odoo/odoo#74087 by `user_ids`.
The field change was forgotten in various reports and the a wizard.
This commit fixes those.
task-2638359
closes#76166
X-original-commit: f584485f0c69eda002491ca9b63bc3d228e95001
We clean various graph archs taking into consideration that:
- the default type of a graph is "bar".
- a bar chart is by default stacked.
- the field attributes type="row" and type="col" does not make sense for
a graph view (since its implementation was separated from the pivot
implementation a long time ago))
- the boolean attributes should now take 1 or 0 as value (but the other
values are accepted for retrocompatibility).
Part-of: odoo/odoo#76065
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
Currently, there are many useful pivot views on reporting models but most
of them lacks the dedicated list view. Dedicated list views will allow users
to see useful information when one directly drill down to the records from
the pivot table in odoo spreadsheet [1].
With this commit
1. we remove 'disabled_linking' attribute from the very important pivot
and graph views (see the full list on task pad);
2. we added dedicated list views for the following reporting models
- account.invoice.report
- fleet.vehicle.cost.report
- hr.timesheet.attendance.report
- purchase.report
- project.profitability.report
- report.membership
- report.pos.order
- report.project.task.user
- sale.report
Task-2547881
[1] See task-2506116
closesodoo/odoo#72394
Related: odoo/enterprise#19122
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
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>
Before this commit, for the db with old active tasks and many
projects and tasks. The report takes several hours to execute the sql view.
Because we take the create date of the oldest task as the begin date
of each generate_series to calculate the different group bys (day, week,
month, quarter and year) until CURRENT_DATE.
This commit hugely improves the performance of the sql view execution
for the burndown chart report.
closesodoo/odoo#72664
X-original-commit: 89726a22862cf14f7b88e130fb79ddc74bffff5e
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Co-authored-by: Nicolas Seinlet (NSE) <nse@openerp.com>
Co-authored-by: Thibault Libioulle (TLE) <tle@odoo.com>
Co-authored-by: Laurent Stukkens (LTU) <ltu@odoo.com>
This commit adds a right panel in the project update view.
This is done by extending each View and Controller by mixins handling
the RightPanel functionnality.
In the RightPanelControllerMixin, we use the component Adapter to launch
the Owl RightPanel Component from a Legacy Controller.
This solution is based on SearchPanel and ControlPanel implementation.
In the RendererMixin we handle some styling just as it's done for the
SearchPanel.
In the ViewMixin, we add the handling of a RightSidePanel config
parameter which is passed to the Controller via params.
The Project RightPanel Component gets information about the active
project in the context through a rpc call and render the resulting data
in a owl template. This template doen't have the ambition to be generic
but only specific to this view.
Serverside, the data are collected in a dict through few methods in
order to be easily extended.
Mixins are used in kanban and list views, each time a project update
view is added, the developper will have to extend the dedicated View,
Renderer and Controller.
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, the ir_model_fields used in the query could be
another field than the one expected, that is the stage_id field.
Indeed, since we don't check if the name column in the ir_model_fields
is right the stage_id field then we could have the user_id or another
many2one field.
This commit adds a check to be sure we only use the stage_id.
Related PR: #68343closesodoo/odoo#71478
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.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>
Before this commit, burndown chart displayed all changes of stage for
all active tasks in all projects. The problem is when the database
contains many projects and tasks over many years, the user can have a
timeout page rather than the burndown chart view, because we take all
active tasks in all projects, if the user doesn't archive his projects
and tasks, the data retrieved for the burndown chart is too huge to
quickly have a visual result.
This commit filters the burndown chart by the active project to retrieve
only the active tasks in a project and not all projects in the database.
task-2458017
closes#68343
Before this commit, the stacked is not available in the line chart but
only in the bar chart.
This commit adds the "Stacked" button in the line chart and add the
possibility to stack in this line graph.
Additional features:
- add same color for the background color when stacked
when we want to stacked in the line chart, the
background color is grey or black by default and we play with the
opacity of this color.
This commit takes the borderColor of each dataset and gives the same
color with opacity set to 0.4 for the background color when we want to
stack the line chart.
- hide the pie chart button
task-2458017
Before this commit we have reports that depict the status of a
project at a certain point in time, but we don't have any reports
representing the actual progress of the project in time.
This commit adds a burndown chart, this chart would help users see
the evolution of the project and determine whether it is on the
right track or not.
task-2458017
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>
For the graph views based on reporting models (e.g sale.report), click
on a group in the chart redirects the user to an "empty" list view. Here
we use the attribute disable_linking to avoid that redirection for those
views.
Task ID: 2336960
closesodoo/odoo#57622
X-original-commit: 0b0ae92b6bdac25843ba24d767dbcab3b75703e5
Related: odoo/enterprise#13192
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Purpose
=======
The main definition of 'assignation' is the following:
"an appointment to meet someone in secret, typically one made by lovers"
The correct word we should be using is 'assignment':
"the allocation of someone or something as belonging to a particular group or category"
So in this commit change every iteration of the word
'assignation' to 'assignment', across all modules.
closes odoo/odoo#45041
Taskid: 1966215
Closes: #45041
Related: odoo/enterprise#8375
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Rohitkumar (roku)