We add the option to keep the completed activities to allow the user to keep
track of the past action, especially the uploaded files which are displayed
along the completed activities. This feature can be activated per activity
type and is disabled by default.
We also improve the activity view to give a better overview of what has been
done and what is still to be done and by whom.
We also add tests for those new features:
- check activity data for the views (server-side test)
* Details about the activity view improvements:
** Improvement of the column header:
- progressbar: previously, only visible activities were counted in the
progression bar. Now all are counted.
- activity counter: instead of displaying the total count (next to the
progression bar), we display now a ratio as 2 numbers (only if keep done is
enabled):
** Improvement of the activity cells:
- add assignees in activity cells of activity view (limit to 2 having the
activity with closest deadline, if more a + is displayed). Note: to avoid
spacing between avatar, we add the optional props noSpacing to the avatar
component.
- add done activity in activity cell popover
- increase by 50% the popover height
- display done activity cell in grey
- instead of displaying the activity count if greater than 1, we display a
ratio ongoing / activity count. Note: we don't display the denominator if all
activities are done or all are ongoing.
** Progress bar filter
The activity filter is slighly modified. Previously, when clicking on a color
of the progress bar, all cell with a different color where hidden (ex.: if we
were clicking on the green area to filter planned activities, red cell which
represents overdue activities were hidden even if there was also a planned
activities for this record and activity type). Now we also display cells with
other "color" if there exist for that record and that type an activity
corresponding to the filtered "color".
Technical note: mail_activity.get_activity_data returns now for the activity
types a list of dictionary instead of a list of list. This simplifies the
reading as we can now uses name instead of index (type[1] becomes type.name
for example).
Task-3300854
Part-of: odoo/odoo#138135
Generalize the hr.employee activity plan to any model, allowing to create
activity plan that can be launched on any model.
The activity can now be created in batch by selecting multiple record in the
list view and then clicking on a "clock" icon in a row similarly to the batch
records update (selecting multiple records allows to change for example their
name in batch in the list view). We implement also that functionality for the
plan, allowing to launch a plan on multiple records at once.
We also centralize the launching of activity or activity plan through either
the "Activities" button in the chatter or the "clock" button in the view list.
Scheduling activity is now taken in charge by a wizard that can schedule a
single activity as well as a plan. We add/update tests for checking that the
wizard is launched with the right record selection (on a single record or a
batch) and add tests for checking the wizard itself.
The plan can be defined through an added menu in the technical admin menu but
also through configuration menu added in the module crm, project.
Technical notes:
In the added wizard, to determine that there is a error, we introduce the
has_error field because we cannot use easily the error field for that. Indeed,
to determine that there is no error, we have to compare it to "<p><br></p>"
(more precisely <p><br></p>) which is not handy and may
change in the future. This is because when we write False on field error and
read it after, we get "<p><br></p>". Instead, we centralize this weird
comparison in the model in the compute method of has_error.
The ActivityListPopover still displays the activity of the record on which it
has been triggered but the button to schedule activity will launch a wizard
that create activities in batch for the selected records if more than one was
selected. For that, the ActivityListPopover component receives now an
additional prop: resIds (selected records) on top of the resId prop (record on
which the popup has been triggered). Note that when the line that trigger the
popup is not selected, the batch mode is disabled to avoid confusion.
Test are updated because the wizard is opened instead of the activity form to
schedule a new activity and as the form view is only used to edit already
existing activities, default_res_id and default_res_model are no longer passed.
We defines date_deadline and date_plan_deadline in the schedule wizard because
those date are managed differently (default value, required or not, ...).
Task-3390865
Part-of: odoo/odoo#137969
This commit solves a flicker in the action buttons of the activity dialog:
- open project task kanban view
- schedule an activity on a record => this open a dialog
- in that dialog, notice the Schedule button
- click on it
- the button is now, for a small amount of time, replaced by a Save button
(If the network goes bad, it can be pretty obvious. Reproduced with the
network dev tool)
- the dialog is closed
When creating a meeting, the save button would be added to the buttons
for a small amount of time without replacing any other button instead.
By adding the close=1 attribute, the form view of the dialog will no
longer reload after the create call which prevents the flicker.
task-3270301
closesodoo/odoo#132845
Signed-off-by: Mathieu Duckerts-Antoine (dam) <dam@odoo.com>
This commit makes hotkey uses more coherent throughout the entire
codebase by setting alt+q as main shortcurt for confirm and default
actions and alt+x for cancel actions.
task-3370463
closesodoo/odoo#127469
Related: odoo/enterprise#43694
Signed-off-by: Mathieu Duckerts-Antoine (dam) <dam@odoo.com>
Use a many2one avatar widget instead of the
simple many2one in the schedule activity form
to display the user avatar picture.
Task-3204763
Part-of: odoo/odoo#115326
Before this commit, in the form view to schedule an activity, the
"Recommended Activities" were displayed as a column, one per line.
With this commit, recommended activities are displayed on the same
line.
To open the Schedule Activity form view, open a project task, and
click on the tab Activities in the chatter (for instance).
Bug reported on the feedback pad after migrating odoo.com to 16.0.
closesodoo/odoo#110350
X-original-commit: cc82ccb94a8b52f09e797fc0645da32bc7481126
Signed-off-by: Romeo Fragomeli (rfr) <rfr@odoo.com>
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Purpose
=======
Fix the inline input fields which
width seems broken because of the new
always edit mode.
Specifications
==============
Limit the size of the delay count input
field in the activity type form and restore
the inline display of the schedule message
to avoid unnecessary white gaps.
Task-2996467
X-original-commit: 89847a8c79fb219256364838eabbbfc14b305579
Part-of: odoo/odoo#106570
This revision is to make uniform the behavior of the `groups` attribute
on the Python model fields
and on the node in the view architecture.
In both cases, remove the node from the view completely.
Before this revision,
in a back-end view:
- In the Python model, if a field has the `groups` attribute set
and the user is not part of
the groups, the field is removed, completely, from the view.
- In the view architecture, if a node has the `groups` attribute set
and the user is not part of
the groups, the node is made invisible (not completely removed, just
made invisible).
in a front-end view:
- if a node has a "groups" or "t-groups" set and the user
is not part of the groups, the node is removed from the view.
So it's 2/3 cases removing nodes restricted to a group.
and 1/3 case making invisible nodes restricted to a group.
It's simpler to have a uniform behavior for the 3 cases,
simpler to understandard for developers.
In addition, this will help for the goal to cache back-end views.
It makes possible to convert views using the `groups_id` field
by moving the content of these views directly
in the view to which they add content which is suppose to be completely
removed when the user has not the according group.
By getting rid of the `groups_id` many2many field on `ir.ui.view`,
it makes possible to cache the view architecture without
requiring to use the groups in the cache key.
Currently, if we want to cache the view architecture,
it would be required to use the intersection of the user
groups with the `groups_id` groups of the view,
making it costly to compute the cache key,
therefore altering the performance point to cache the view
architectures.
closesodoo/odoo#95729
Related: odoo/enterprise#29592
Signed-off-by: Denis Ledoux (dle) <dle@odoo.com>
Small oversight of: 4c6a010730
This commit simply hides the stat-buttons when the mail.activity is opened in
the popup form.
When in that popup form, you don't want to switch your context, especially
considering the only button currently available allows you to open the related
document (from which you just opened the activity popup form, creating a loop).
Task-2920490
closesodoo/odoo#96238
X-original-commit: 7b6e700d7e7c54cac0200e98b4eb04af9f115608
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Current behavior before PR: You have to find the right menu/view and then take
over the ID stored on the activity (through export) to find back the record.
This is annoying, painful and error prone.
Desired behavior after PR is merged: By adding a smartbutton the user can
quick-navigate to the related record in a second. This allows for quickly
finding and opening records which is usually handy when debugging things or
finding back related records.
Task-2868230
closesodoo/odoo#91230
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Improves UX by adding placeholders to clarify the purpose of some inputs and
changing some field layout to ease the edition (with the use of multi-lined
editor).
Details:
Some placeholders have been added:
- description field of survey.question
- default_note field of mail.activity.type
- summary of mail_activity_type_view_form
Some field layout have been turned into multi-lined editor:
- default_note field of mail.activity.type
- write a message in mass mail mode (email_compose_message_wizard_form)
added border for field help of edit action (class oe-bordered-editor)
Task-2766291
closesodoo/odoo#85046
Related: odoo/enterprise#24599
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
Some html field are not in their ideal style.
As the style for html fields is now dependent of
where you are in the xml view ( in group or not),
we have to adapt some views and flags some fields
to ensure they have the correct look.
This change is only be a visual enhancement
and should not prevent the function of said html fields
even if the views are not updated.
task-2637488
# Conflicts:
# addons/mail/wizard/mail_compose_message_views.xml
# addons/website_slides/views/slide_channel_views.xml
# Conflicts:
# addons/sale/views/sale_views.xml
closesodoo/odoo#83792
Related: odoo/enterprise#23911
Signed-off-by: Antoine Guenet <age@odoo.com>
Signed-off-by: Geelen Sébastien (sge) <sge@odoo.com>
It turns out that the 'no_edit' attribute of the fields is deprecated
and doesn't do anything (there is no JavaScript or Python code using it).
We will hence remove that attribute from the views to clean them.
task-2686290
closesodoo/odoo#81210
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Before this commit, editing a mail.activity with the "meeting" category would
open a modal form for the mail.activity, which did not make much sense.
When editing a mail.activity that is linked to a calendar.event, you will now
jump on the calendar view to edit the related event, which is much more
convenient.
In addition, when scheduling such an activity, the "Edit" button in the chatter
is renamed to "Reschedule", to show the user that he will land on the calendar
view.
Furthermore, trying to delete an activity that is linked to a meeting will now
prompt a confirmation dialog warning the user that the meeting will be deleted
as well.
Finally, we moved the 'phonecall' activity category from the 'voip' module
(enterprise) to the base 'mail' module.
Scheduling a phonecall activity will let the user choose if he wants to:
- Simply save the activity, which will schedule a regular mail.activity
- Open the calendar to create a related calendar.event
Used typically when you want your colleagues to see that you are busy in your
calendar during this call.
Task-2486126
ENT PR odoo/enterprise#20431
UPG PR odoo/upgrade#2775closesodoo/odoo#75530
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Aurélien Warnon <awa@odoo.com>
Following the removal of read access on ir.model (odoo/odoo#69120),
the mail.activity.type model was not accessible to non-admin users due
to the res_model_id many2one field.
Before this commit, a project user could not access the Activity Type
menu.
Convert it to a selection field with the selection values being
computed in sudo.
closesodoo/odoo#74981
Related: odoo/enterprise#20214
Related: odoo/upgrade#2734
Signed-off-by: Martin Trigaux (mat) <mat@odoo.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>
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>
* Reorganize and reword some of the fields for the activity form type view
* The fields `force_next` from `mail.activity.type` and its related
field from `mail.activity` are removed.
Instead, a new field `chaining_type`, which is a `selection` will
improve the readability of the activity_type form. (It is made more
obvious that the user has to choose between 2 modes :
- 'Trigger Next Activity': used when the user wants to specify the type of the
next activity, which will be triggered once the current activity is done
- 'Suggest Next Activity': used when the user wants to recommend the
next activity for the user to schedule once the current activity is done
* To be consistent with this change :
- The field `default_next_type_id` is renamed `triggered_next_type_id`
- The field `next_type_ids` is renamed `suggested_next_type_ids`
* The field `default_description` is renamed `default_note` to better match the
`note` field from `mail.activity`
* About the specific case of activity_type.category = 'upload_file' :
An activity which has this type's category is automatically marked as done as soon as
the file is uploaded. This prevents the user from choosing a "next activity type".
As such, an activity_type with this category can only make use of the
chaining_type = "trigger", to be part of an automated process.
An activity_type with this chaining_type should have the
triggered_next_type_id set (usually required in the Form).
But, since it does not make sense to set suggested_next_type_ids in this case :
- chaining_type will stay hidden in the Form
- triggered_next_type_id will always be shown and is not marked as required in the Form
- if triggered_next_type_id is not set, chaining_type will be "suggest"
Task ID : 2410217
PR : https://github.com/odoo/odoo/pull/63370
UPGRADE : https://github.com/odoo/upgrade/pull/2167
PURPOSE
The current form view of Activities(from the technical settings) is not very
useful. There is no indication of which document the activity is linked and the
buttons like save/discard etc. looks weird within the form view.
SPECIFICATION
-Adding field 'res_name' for indication of document at the top of the form which
is read-only.
-Removing 'save', 'discard', 'mark as done' and 'done & schedule next' buttons
within the form and simply make a form view without buttons.
LINKS
PR #63121
Task-2371023
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
* account, analytic, calendar, coupon, crm, crm_iap_lead_website,
delivery, digest, event, event_crm, fleet, gamification, hr,
hr_expense, hr_skills, im_livechat, lunch, mail, maintenance,
mass_mailing, membership, mrp, point_of_sale, pos_mercury, product,
purchase, purchase_requisition, sale_management, sales_team, sms,
stock, stock_landed_costs, survey, website_crm_partner_assign,
website_event_exhibitor, website_event_track, website_forum,
website_slides, base
This commit removes oe_edit_only labels and adds placeholder
on fields in form views from a lot of apps to minimize the
shift when switching mode.
task 2330101
PURPOSE
Reorganize and lint mail.channel code. Purpose is to ease future modifications
linked to groups and channels in mail / Discuss.
SPECIFICATIONS
Cleanup a bit mail addon by moving menu definitions in their own file
according to guidelines.
LINKS
Prepares Task ID-2070632 (Discuss channel task)
Prepares Task ID-2419762 (SM channel task)
COM PR odoo/odoo#64862
Before this commit, when the delay_count had two digits, the fixed min-width of the o_row class made the delay_unit stick to the delay_from.
closesodoo/odoo#61628
Taskid: 2378814
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Step to reproduce the bug:
- Have more than 100 users
- Have CRM installed
- Go to CRM > Configuration > Activity Types > Create
Bug:
The Default User selection only displays the 100 first users
opw:2330339
closesodoo/odoo#57455
X-original-commit: 75eef2506ba415d3e2be5ac3c14029bba3ed26d0
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
This commit sets attribute sample="1" in a bunch of list and
kanban views, to enable the new sample data feature when views are
empty.
Task 2232801
X-original-commit: 5471309b35619f307242c2704c7681ba63d2be42
Purpose
=======
Task 2195254 introduced many wonderful widgets to pimp the list view.
This task aims at implemeting them into the Services apps: project,
timesheets, helpdesk, expense, planning and field service.
Remaining days: https://drive.google.com/file/d/1o4Wn47445GxLqBkw-ifH9MgtFU_437xz/view
Avatar: https://drive.google.com/file/d/1yDwJWP0MZCUKZbqCa8hte1ziVTYRMMtb/view
Activities: https://drive.google.com/file/d/1e_rXH50eZq4zY2HOzw7_pfgiD39SoRIl/view
Field-specific decorations: https://drive.google.com/file/d/1WFnqJ-jkyDFftRHxWW4bgomoWrOpOuaY/view
More control on buttons
Specifications
==============
You will find below a list of which widgets to apply to which fields by
model. Some changes have to be done in the form/kanban views as well.
1) project.task
remaining days -> date_deadline -> list + kanban + form views
hide this field if is_closed is true
avatar -> user_id -> list view
activities -> 'next activity' field to be added -> list view
field-specific decorations
https://nimb.ws/ACewrY remove the current orange/red decorations we have
if planned_hours > 0, display the remaining_hours field in (list view):
red if progress is > 100%
orange if progress is between 80% and 100%
green if progress is <80%
display unit_amount in red if > 24:00 -> form view
2) rating.rating
display the rating in:
green = satisfied
orange = not_satisfied
red = highly_dissatisfied
list + form views
3) project.project
avatar -> user_id -> list + form views
4) account.analytic.line
avatar -> employee_id -> list view
display unit_amount in red if > 24:00 -> list + kanban + form view
https://nimb.ws/eIWa7E merge the timer and duration fields together
5) helpdesk.ticket
avatar
user_id -> list view
employee_id under timesheet_ids -> form view
remaining hours -> sla_deadline
activities -> 'next activity' field to be added -> list view
field specific decoration -> display unit_amount in red if > 24:00 -> form view
6) hr.expense
avatar -> employee_id -> list view
activities -> 'next activity' field to be added -> list view
badge -> state -> list view
draft = blue
reported = green
approved = green
done = green
refused = red
combine the unit_amount and the currency_id fields (see the total_amount field for reference) -> list view (idem for the expense_line_ids one2many on hr.expense.sheet)
display the total_amount in bold
move 'company_id' before 'amount'
7) hr.expense.sheet
avatar
employee_id -> list view
user_id -> list view
activities -> 'next activity' field to be added -> list view
badge -> state -> list view
draft = blue
submit = green
approve = green
post = green
done = green
cancel = red
display the total_amount in bold
move 'company_id' before 'amount'
8) planning.slot
avatar -> employee_id -> list view
decoration
display the allocated_percentage field in red if > 100% -> list + form view
display the forecast_hours field in red if > planned hours and if planned_hours > 0 -> form view
display the effective_hours field in red if > forecast_hours and if forecast_hours > 0 -> form view
9) misc
calendar.event -> avatar -> user_id -> form view
mail.activity.type -> combine the delay_count and delay_unit fields together -> list view
note.note -> 'next activity' field to be added -> list view
crm.lead.mining.request
combine the lead_number and lead_type fields together -> list view
display the name in bold
badge -> state
draft = blue
done = green
error = red
planning.slot.template -> display the duration field in red if it is = 0
closesodoo/odoo#51271
Taskid: 2248351
Related: odoo/enterprise#10605
Related: odoo/upgrade#1252
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of this task is to prevent users from setting portal users on
internal documents by mistake, and preventing noise and performance
issues resulting from loading all the portal users in those fields.
This commit fixes internal many2x fields to res.users which are now
restricted to internal users by setting domain (share=false) on form view.
closesodoo/odoo#47553
Taskid: 2172779
Related: https://github.com/odoo/enterprise/pull/9204
Related: odoo/enterprise#9204
Closes: #47553
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this task, the default description and the scheduled date were placed in the left column. A lot of space was lost.
closesodoo/odoo#41090
Taskid: 2119620
Related: odoo/enterprise#6960
Signed-off-by: Damien Bouvy (dbo) <dbo@odoo.com>
Purpose is to lessen size of technical "Email" menu and move some
discuss menu entries in their own menu. It will be the new first menu
entry in technical, before Emails that is more technical.
Some menu items are moved in this new menu, notably followers, messages
or mail blacklist.
Emails menu is also reordered, to have notably all channels related
entries together, ...
Task 2118599
PR #39460
There are too many image sizes. Since they are stored resized this takes time to
generate when saving a new image, it's more rows on the attachment table, more
files on the disk, ...
64px is close enough to 128px that it can be removed without a big impact on
download size.
It will even reduce download and number of requests when both images are
displayed because now only one has to be downloaded and then benefit from cache.
The difference between the two is typically around 1.5kB which is negligible
these days, especially when the request overhead is around 0.5kB already, not
even taking into account other factors such as latency.
If a 64px image must absolutely be returned, it is still possible to pass the
size parameters to the image route. But the current guideline is to handle
resizing in the views when necessary.
Views
=====
- remove width and height attributes when existing CSS rules are overriding them
(eg. `.oe_kanban_avatar` in the right context)
- add CSS rules instead of width and height attributes when possible
- use `object-fit: cover;` where width and height are forced to avoid distortion
of non-square images
- for products, use `object-fit: contain;` instead, keep ratio but without crop
- add new CSS rules where the expected size was max 64px*64px before due to the
image size itself
- remove `img-fluid` where using size classes to avoid conflicting rules
task-2060865
closesodoo/odoo#36147
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
Commit 9920f20e4c introduced a new field type in the ORM. However
it is not referenced in various JS parts, leading to crashes. Notably list view
of messages and activities crashes.
As this is basically an integer field, easy fix is to use an integer widget
on those fields.
Task ID 2058595
PR #36281
All activity filters are now invisible in the corresponding search views.
These filters were only used by activity redirection (when clicking on
the activity item in the systray) so we hide them to reduce the noise
for the user.
"My Activity" filter has also been removed, its corresponding domain is
now directly set in the action where it was used.
Task 2036392
Purpose
=======
While cleaning the stat buttons across all modules, we
decided to move the (un)archiving from stat button to
actions in the 'Action' dropdown.
Specification
=============
Remove the 'active' stat buttons in all views
The old tree views don't really exist anymore, this odd pseudo-flag to
dispatch between "list" and "tree" tree views has no reason to remain.
Task 1937686
closesodoo/odoo#31243
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
Purpose of the commit is that in some cases people would like to add a
default user and a default description on their activity types. Those
default values will be propagated to created activities.
This commit adds fields to set the default description and default user on
activity type and propagate them through the various scheduling methods as
default values when the user did not give specific one.
Other usability improvements
* rename "Category" into "Action to Perform";
* change 'Other' value to 'None';
That way it is clearer that standard activities perform no action.
Related to task 1929742
closesodoo/odoo#30511
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This field is a non-sense. By using the same logic, it should be added
to any low level model.
Replace the check by a simple verification of presence of an XMLID.
A more generic opt-in solution should be integrated into ORM.
Partially revert commits 0db0e66e96 and
bbd64c22ab.
See #29257odoo/enterprise#3550closesodoo/odoo#31778
Signed-off-by: Christophe Simonis <chs@odoo.com>
Purpose of the task is to improve the usability of activity types and
activity scheduling.
Another purpose is alto to protect some master data activity types by flagging
them and preventing their deletion.
Containing
* make the activity type as master data so deletion will be prevented;
* improve the usability of the activity type;
* prevent the deletion of activity type which are used for automated activity;
* change the usability of activity scheduling modal;
This commit is linked to task ID 1907970 and PR #29257.
This commit introduces the "upload file" activity type
category. For an activity of that time, uploading a file
will mark the activity as done (and maybe create the forced
next activities).
This activity type is seen as a shortcut to upload a file
with a reminder.
Task-1915004
closesodoo/odoo#29861
Pierre-Yves Dufays