Before this commit, the portal user is assigned to the subtask if he
creates a subtask via the project sharing feature. We recently hides the
`Assign to me` button to those users.
This commit removes the `default_user_ids` in the context used when we
create a subtask in the project sharing feature to not assign the user
to that new subtask.
Related PR: #84006
X-original-commit: f3a241e97f80007f6d7ce2567dd22784cb35de26
Forward-port-of: #84189
Part-of: odoo/odoo#84298
Steps :
Go to a Task > Sub-Tasks > Assignee
Issue :
You can assign a portal user
Fix :
Add ('share', '=', False) to user_ids domain
closesodoo/odoo#84214
Opw: 2759085
X-original-commit: 6a2936c700d19c109db8f1adb06c7de1b8cf2403
Related: odoo/enterprise#24169
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Steps :
Create a project and a task.
Share editable with Deco Addict.
Collaborators > Deco Addict > Grant Portal Access.
Users > Deco Addict : change password.
Log in with Deco Addict.
Go to the task.
Issue :
You can assign yourself to the task.
This doesn't make sens as even an internal cannot assign a portal.
Fix :
Make this button available only for base.group_user.
closesodoo/odoo#84036
Opw: 2753908
X-original-commit: d8f83379ceb1f718c7ccbed33d3cd4d8f4d37c6f
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.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
Step to reproduce:
- Go to ‘my profile’
- Action "assigned tasks"
- Create task
Current Behaviour:
- Traceback because default assignee is not correclty set up
Behaviour after PR:
- Correct default assignee
- No traceback
opw-2742199
closesodoo/odoo#83539
X-original-commit: a80bb0c0312e07d233d01f9196ee040e07cffc83
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
If you have some text in your task, the second column will be stacked
closesodoo/odoo#82979
X-original-commit: 60f0d908386cf98a7879c9ad6788299d81d778cb
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Prior this commit, the description field of both project.project and project.task
were displayed with the resizable bar and were displayed with a calculated height
which prevented to see the whole field.
After this commit, the resizable option is set to false which displays the whole
field content without the resizable bar.
task-2735599
closesodoo/odoo#82818
X-original-commit: 8acdb9e197eb78ceefec444a245b8b7f01e81fdc
Signed-off-by: Xavier <xbo@odoo.com>
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Before this commit:
- From the task form, it was not possible to select a parent task
that is itself a subtask and thus creating multiple level of
subtasks.
After this commit:
- From the task form, it will be possible to select a parent task
that is itself a subtask and thus creating multiple level of
subtasks.
task-2703632
closesodoo/odoo#82769
X-original-commit: 8ccec8c873d3c4fb4445ab3489d1ee6cbddea3de
Signed-off-by: Xavier <xbo@odoo.com>
This commit show alias_name field span in read only, whether it is emtpy
or not. The field is displayed in bold if not empty.
task-2722863
closesodoo/odoo#82649
Closes: https://github.com/odoo/odoo/pull/82065
X-original-commit: bbc4ff1059d161414ef4338981eb015871ac46c5
Related: odoo/enterprise#23445
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of this commit to hide rating warning in project task
stage form view.
So, in this commit add customer ratings group to rating warning
div.
task-2696911
closesodoo/odoo#80232
Related: odoo/enterprise#22470
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of this commit to remove one 'Gross Margin' stat
button from project form view.
So, in this commit remove one 'Gross Margin' from project
form view.
task-2722863
closes odoo/odoo#82551
Closes: #82068
X-original-commit: 9010dc99f2c3bb1f7ec73cb0a7475f81f649d1da
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
The purpose of this commit is, to add keyboard shortcut
to multiple actions.
So in this commit, added keyboard shortcut to several actions
in project, sale_project, web_calendar and added smart action
in command palette on statusbar.
task-2655790
closesodoo/odoo#79805
Related: odoo/enterprise#22267
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Before this commit, when the a subtask is in the same project than the
parent one and the internal user has manually set the project to see
this task in the main kanban view of tasks of the project. In project
sharing view, the collaborator cannot see the 'View Task' button in the
sub list view of subtasks shown in the form view of the parent one.
This commit fixes it to shown the button when the subtask is in the same
project than the parent one.
Steps to reproduce:
==================
1) Create a Project A
2) Create a Task T in the Project A
3) Add a subtask in T and set the project A in the subtask
4) Share in edit mode the project A to a portal user
5) Log out and log in as the portal user
6) Go to the Project A to see the kanban view of tasks in project
sharing feature.
7) Go to the task T and see the subtasks list view.
Expected Behaviour:
==================
The 'View Task' should be shown for this subtask because the subtask is
in the same project than the parent one.
Actual Behaviour:
================
This button is not shown.
Bug found during the testing of the task-2648955
closesodoo/odoo#82383
X-original-commit: ddafb7fa5aff30e2cb16dcdcb5cdbd44397de126
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
This commit adds a rating text field called `rating_avg_text` to display
a text based on the value of `rating_avg` field in `rating.mixin` model.
Here is the text displayed based on the value of `rating_avg`:
1. 'Satisfied' if the `rating_avg >= 3.66`
2. 'Okay' if the `2.33 <= rating_avg < 3.66`
3. 'Dissatisfied' if the `1 <= rating_avg < 2.33`
4. 'No Rating' if the `rating_avg < 1`
Before this commit, we use the `rating_percentage_satisfaction` field to display
the customer satisfaction of the project. The problem is this field is
not really a rating average. This field returns the percentage of
satisfied ratings over the total number of ratings.
This commit changes the using of `rating_percentage_satisfaction` field
by the `rating_avg` to only use the rating average to really know if
globally the customers are happy of a project or not.
task-2671848
Closes#81027
Before this commit, we don't have any filters to the models using the
parent.rating.mixin to know if the customers are globally satisfied or
not to the projects for instance.
This commit adds the `rating_avg` field to compute the average of all
ratings linked to the parent model (in our example, `project.project`
model). This field is also used in the project search view to add 3
filters.
1. satisfied: projects with an average customer satisfaction between 66%
and 100%.
2. okay: projects with an average customer satisfaction between 33% and
65%.
3. dissatisfied: projects with an average customer satisfaction between
0% and 32%.
Another filter is added to find all projects without any ratings linked,
called `No Rating`.
task-2671848
Closes#81027
Beforer this commit, we display a emoji to show if the customer is
satisfied, okay or not for the task via the last rating value. The
problem is we use only the value for the last rating for each task.
This commit uses all ratings for each by using the average of rating
value for each task to know if all the customers that done a rating are
satisfied or not.
Moreover, we add 4 filters in the project.task model using the average
of rating values.
1. Satisfied => rating_avg >= 3.66
2. Okay => 2.33 >= rating_avg < 3.66
3. Dissatisfied => rating_avg < 2.33
4. No rating => show the tasks without any ratings.
task-2671848
Closes#81027
Prior to this commit:
- When no user_id were set on the project, a with blank space was shown at
the bottom right of the kanban card.
After this commit:
- When no user_id is set on the project, the kanban status is move at the
bottom right of the kanban card.
task-2703632
closes odoo/odoo#82190
Closes: #80691
X-original-commit: 5bfea889d46ff66d4f2edd56449203943d7d040c
Signed-off-by: Xavier <xbo@odoo.com>
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Before this commit:
- The name of the company was appended to the name of the Internal Project,
having it even when only one Company was in the database.
After this commit:
- The name of the company will only be appended by the name_get when more than
one company is present in the database.
task-2608812
Closes: #79926
Related: odoo/enterprise#20514
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
In this commit, we add the 'rating' field to the list view of 'project.task'.
Also, make the field optional and hidden by default.
rating_text field will be used to search tasks and tickets by rating text.
closes#78973
task-2667754
Related: odoo/upgrade#3031
Related: odoo/enterprise#21880
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
-if an analytic tags are inserted on the project, it will be added to the timesheet /invoice
analytic tag.
-In this commit, analytic tags field is added on project in order to gain in
granularity.Those tags are passed to the invoice lines generated from the
project's SO lines.
-set the analytic account and analytic tag of the project by default on its tasks.
-added string 'Analytic Tags' analytic_tag_ids field on task.
closes#78973
task-2667754
Prior to this fix:
- Archived users are no more shown in the assignees
After this commit:
- All users, including archived ones will be shown in the assignees.
task-2703358
closesodoo/odoo#80783
X-original-commit: d6092e318e04619313851276865b333afd264aad
Related: odoo/enterprise#22689
Signed-off-by: Xavier <xbo@odoo.com>
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of the commit is to improve the generic UX of task
and project views.
task-2590412
closesodoo/odoo#75509
Related: odoo/enterprise#20423
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
* = project, sale_project
Currently, the header is displayed above every group when the group by is
applied.
In this commit, we move the header with the fields labels at the top of
the table. Also, remove the string before the field indication.
task-2655707
closesodoo/odoo#77408
Related: odoo/enterprise#21989
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Before this commit, the `Last 30 days` filter is duplicate in the search
view of rating.rating in `Reporting > Customer Ratings` menu of Project
app.
This commit removes the duplicate one.
Part of task-2671848
closesodoo/odoo#80506
X-original-commit: 492ab65c2dad6ce65e27e266777f13a8ba1f8acb
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>
Purpose
=======
Give the user a more organized view of the digest KPIs in the backend and
improve global wording of digest sections and KPIs.
Specifications
==============
Reorganize order of KPIs in digest view. Fix some typos, move buttons in
list and form views.
Task-2582128
closesodoo/odoo#77507
Related: odoo/enterprise#21340
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Priori to this fix:
* The domain provided to the invisible member of the attrs was wrong
as it was using the '=' operator.
After this fix:
* The domain provided to the invisible member of the attrs is using
the 'in' operator.
task-2691562
closesodoo/odoo#79800
X-original-commit: e69012541dbba5a98a3b847c78b2ac17455601b3
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Prior to this commit:
* Although the display was correct in enterprise, the look was awful in community.
After to this commit:
* The icon is colored in both comunity and enterprise and the text is always visible.
task-2531428
closes#73581
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 PR are the follow-up of #73341 PR to fix the various points to finalize the feature for the v.15.
These points are done only in the Project Sharing feature:
- remove import button in favorite menu
- remove some filters in search view and update the search view
- add uom in session to use timesheet_uom widget for timesheets: this widget uses the uom stored in the session to display the unit_amount in hours or in day format.
- remove the using of avatar widget for employees.
- remove checkboxes in list view.
- change label for group by user_ids
- not set by default the height of the chatter
- remove the 'Set a cover' button in kanban view because the portal user has no access to `ir.attachment` model.
- add unit tests for project sharing feature.
- force staying in the project sharing form view when the user wants to see a subtask.
- display subtask planned hours
- allow the portal user to edit priority task when he is in project sharing feature.
- show "Assign to me" button
- see custom kanban state label
- get all options when the chatter is reloaded in project sharing.
In classic portal views:
- use task in sudo for classic portal form view
General point:
- prevent click on avatar user when `noOpenChat` is `true`
task-2633229
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
closesodoo/odoo#79429
Forward-port-of: odoo/odoo#77156
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Before this commit, when the task has a user assigned to a task and the
current user wants to assign himself to this task. He cannot see the
'Assign To Me' button because this button is only visible if the
`user_ids` field is empty.
This commit changes the visibility of this button to show this button
only if the current user is not yet assigned to the task.
task-2633229
closes#77156
X-original-commit: cfba241bada2b3690b4303b7e01747301925d162
Before this commit, the user could only see the default kanban state
label in kanban state label. That is, "Ready", "Blocked" and "Normal".
This commit allows to see the custom kanban state label in project
sharing feature.
task-2633229
closes#77156
X-original-commit: a9a884cfe1f8328ae71edc93832e4c4408d9c581
Before this commit, when we do a fields_view_get in unit test, we get
the form view of project task view in backend and not the project
sharing form view in project sharing feature.
This commit adds in the context the `xml_id` of the form view used in
project sharing feature.
task-2633229
closes#77156
X-original-commit: 7dfb44e703f9ff8293412030cfd308e2545f121c
Before this commit, we add the Set a cover image in the kanban view of
task for portal user in project sharing feature. However, the portal
user has not access to `ir.attachment` model. So, those users cannot
selects a cover image for a task.
This commit removes this button in project sharing feature.
task-2633229
closes#77156
X-original-commit: 2f8bb52c942416528de4d7d95c53e0ac1c99bf5b
Before this commit, we add the same search view than one in backend
views. But some filters are not needed since we display only one
project. For instance, the group by project is not useful since we have
only one project.
This commit removes the groups by project and create_date and add a
separator in filters.
task-2633229
closes#77156
X-original-commit: 1af17e529161bb745a183458b91972fa3a9b69f7
Before this commit, the portal user can see this button, but this button
should not be accessible by collaborators.
This commit removes the import button in project sharing feature to not
allow this to collaborators.
task-2633229
closes#77156
X-original-commit: 74d7308dfb8df0b923e68aa228ec406e36b0b89a
With the sale_timesheet module installed, some Project Updates can contain an "Activities" section in the description, despite there being no activities to be shown, and some empty divs.
This commit will remove all of those unnecessary sections, which also spares us an expensive call to `project._get_profitability_common()`.
Task-2675389
closesodoo/odoo#79415
X-original-commit: 0741dde0598186d395a06ab6a9ea7056f0ff00ff
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
This commit will indicate 'fa-lock private' for the 'Project' field for private tasks in the following views: list, calendar popover, kanban, activity.
Previously, this field was left blank.
Task-2657697
Closes#77870
Prior to this fix:
The project update stat button is duplicated.
After this fix:
The project update stat button is no more duplicated.
task-2684233
closesodoo/odoo#79347
Signed-off-by: Xavier <xbo@odoo.com>
* = hr_timesheet, sale_project, test_main_flows
Smaller changes:
- Projects created on the fly (through `name_create`) will now come with a
default `new` stage in order for them to not be empty.
- Removed task auto assign upon creation besides in FSM's 'My tasks' menu.
- Allow the reordering of projects without needing to group by
anything.
- Make `project.task`.`description` and `project.tags`.`name`
translatable.
- Disable the creation of records in the view when clicking on `Tasks
in recurrence` stat button.
- Track the planned date of the task in the chatter
- Disable the creation of records in the view when clicking on
'invoices' stat button and add the kanban view to that action.
- Make milestones completely available to regular project users.
- Remove the 'Documents' button in the project's kanban settings menu.
- Add kanban, pivot and graph views to the 'Hours Recorded' stat button
on projects
- Add the calendar view on the 'Hours Forecast' stat button on projects
- The 'Sales Orders' stat button on the `project.project`'s form view
will now display the amount of sales order linked to the whole
project. So the one linked to the project itself if it exists + all
the tasks. It will also open them, form view if 1 else list view.
- Fix a typo in the settings 'projets' => 'projects'
- The analytic account of the project will now be assigned to the
sales order when a task is created through the 'Create a task in an
existing project' option.
Changed the portal task view to include a sidebar similar to sales
orders, with a simple menu leading to different parts of the screen.
Changed the `project.task` 'rating' stat button:
- The icon will now represent the latest review.
- The action will directly lead to the record's form view if there is
only 1 rating.
- Make some fields readonly in the form view.
- Display the % of satisfaction instead of the number of ratings.
Reorder all stat buttons on the `project.task` form view in this order:
- Products, Worksheet, Sales Order(s), Invoices, Ratings, Hours
Forecast, Parent Task, Tasks in recurrence, Tickets, Quotations and
lastly Customer Preview
Make the status of the project editable directly through the kanban
view. A new widget has been added to handle that properly. When editing
the status through that means, a `project.update` will be created with
the current date and the appropriate status. In addition to that a new
status has been added (only on `project.task`, not `project.status`)
namely `to_define` in order to differentiate new and running projects.
Projects now start with the `to_define` status.
The `project.project`'s rating stat button has been changed in the
following ways:
- The icon will now change in function of the satisfaction percentage,
smile above 66%, meh between 33% and 66% and frown below 33%.
- The color will also change depending on the rate, smile is green, meh
is orange and frown is red.
- The ratings will now be in function of the last 30 days instead of
all time and the action will also filter on those 30 days.
- Change the action name from 'Rating' to 'Ratings'.
`project.project` ticket stat button:
- Will now open the form view when there is only one record.
- Added the activity view.
- Disable the creation of new records.
- Rename the action to 'Tickets'.
Closes: odoo/odoo#75269
See: odoo/enterprise#20334
Task ID: 2611006
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Currently, projects that are 'on hold' stage are represented in grey in
the kanban progress bar while the colored dot on their card is in blue.
In this commit, we change the color of the 'on hold' stage into 'info'
instead of 'muted'. After this projects that are 'on hold' are display
blue in the kanban progress bar as well.
Task-Id:2633273
closesodoo/odoo#78761
X-original-commit: 0886c10d5f276aca2539060ffaa047780a408354
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
purpose of this commit is to display the project name and task
to the right of the div in the activity view.
before this commit, the project name and task displays next to
the many2many_tags div in the activity view.
closesodoo/odoo#78738
Taskid: 2646204
X-original-commit: bb9734fbf761c3c11be0226cbe4da9d764ccbf74
Related: odoo/enterprise#21817
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Both developments 6c4910a and 7563b44 have been introduced nearly
at the same time in the saas-14.5 version, but the later one is
introducing a side effect that breaks the project sharing feature.
Indeed, before there was one assignee per task (user_id), and now
we can assign several collaborators (user_ids).
As the read on a M2O is just calling the name_get method, it wasn't
an issue.
Now, as it implies to read the res.users (and the res.partner) model,
the assigned users were filtered according to a specific ir.rule
for the portal users:
<record id="res_partner_rule" model="ir.rule">
<field name="name">openerp.portal.res.partner</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="groups" eval="[(6,0,[ref('group_openerp_portal')])]"/>
<field name="domain_force">[('id','child_of',user.commercial_partner_id.id)]</field>
</record>
This commit creates a new compute non-stored field called
`portal_user_names` to display the name of all assignees in each task in
the project sharing feature. Thus, the portal user can see all assignees
via this char field. The `user_ids` field is removed in the views of
project sharing since the portal cannot see all assignees with this
field.
By doing this, a collaborator cannot edit the field to assign or unassign
himself to a task. To keep this behaviour, two buttons are added in the
form view of task. One called 'Assign To Me', the current collaborator
will be able to assign himself to the task when he will click on this
button. The other button called 'Unassign Me' is to allow the
collaborator to unassign himself to the task.
part of task-2633229
closesodoo/odoo#78538
X-original-commit: 3b5a657df086b54def0bc0bdae89c19c89cb39f5
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Co-authored-by: Xavier BOL (xbo) <xbo@odoo.com>
Co-authored-by: Raphael Collet <rco@odoo.com>
Xavier BOL (xbo)