- 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
This commit moves the whole customer portal to the portal module.
It now completely uses portal and http_routing features and is not
dependent on website anymore.
An override of web controller is added in portal in order to redirect
portal users to /my instead of /web. That way once having the customer
portal installed all share users are correctly redirected to their
account.
All modules defining customer portal templates and controllers are
updated accordingly.
Slug and unslug API is now available in http_routing. Indeed there is no
link to any website or any reason to not support slufigied URLs when
website is not installed. A new unslug_url method is added as a tool
coming from an embedded method from website. Doing it allows to have all
slug related methods defined at the same point.
Support of slug and unslug in qweb rendering is also moved directly in
http_routing version of ir_ui_view instead of website inheritance. This
is done in order to keep things coherent.
Some code from website about ModelConverter is also moved. Indeed both
versions of ir_http uses some kind of placeholder to store the uid
when converting urls to python. This commit unifies it by using the
website one directly in base to simplify the override.
This commit also updates all module importing slug. Enterprise modules
will have to be updated, see related commit.
Main page of the customer portal now contains simply a list of document
models the user can access, under a 'Your Documents' section. It is
a bit easier to read and a bit less ugly than a list of underlined
headers.
We make the breadcrumbs of the portal uniform and remove them when we
access the document with an access token without being logged in
(for sales orders).
In order to be able to identify what action to return based on the
access_user.
Typically portal users will need to be redirected to the front-end,
while internal users will need to be redirected to the back-end.
In Python 3:
* various builtins and dict methods were changed to return
view/iterable objects rather than lists
* and the separate Python 2 view/iterable builtins and methods were
removed altogether
This is problematic when using these items as list (which the happens
repeatedly in Odoo), but more viciously when iterating *multiple times*
over them (which also happens, which I've messed up multiple times while
writing this, and which is a pain to debug even when you've just created
the issue).
Convert all code using these to semantics-matching cross-version
helper functions to get the LCD behaviour between P2 and P3, and
forbid the builtins via lint.
issue #8530
This commit improves the various way of searching tasks and issues in
website pages for tasks and issues. As for other website apps it is now
possible for the customer to search in name, description, stage or
discussion thread.
This commit impact website_portal, website_portal_sale,
website_project, website_project_issue, and website_crm_partner_assign.
The idea is to hide menu items and dashboard entry in customer
portal when there no document available. Only Sales Orders and
Opportunities are always displayed to avoid empty dashboard.
Also, resequence menu items to be more consistent and to prepare
to insert more items in the future.
The goal is to prepare the removal of
'portal' module.
- demo portal user is moved into base
- 'is_portal' field on res.group too
- remaining security rule are moved to base too
- mail template is moved to website_portal
* web_editor, website_portal_sale, website_project,
website_project_issue, website_project_issue_sheet
- Use bootstrap grid the right way (missing row)
- Use table-responsive for website portal tables
- Remove web_editor table layout style if inside a table-responsive
in mobile mode
- Extend 'account' method and not '_prepare_layout_values' to add
document count. This avoid useless 'search_count'.
- Make the 'active' page working, by passing 'page_name' to the template
- Uniformize the pages when no document are available
website portal now provide mecanism to sort and filter the
paginated document on the portal pages.
All portal module now use this mecanism, like they do for
'archive document' and 'pager'.
A generic template was added in website_portal. To use
it, renaming variables in method controller was required
to make it as generic as possible.
Some style cleaning was also done to make portal pages
consistent.
There is now a single method easier to inherit to add specific behavior
for the display of access button as well as actions buttons. All addons
using this mechanism are updated accordingly.
mail/view controller is a generic controller that redirects the user to a
given view, depending on the record and the user. Users may be redirected
to the backend form view, or to a website view. This is done notably by
calling get_access_action method that gives the action to perform (act_window
or url).
Previously this method was called using SUPERUSER. However it was therefore
impossible to know who the user was. This method is now called using the
current user. Various overrides of get_access_action have been updated to
add some logic and access rights check directly in the method allowing
more fine-grain behavior of the access action.