When scheduling an activity after closing one, do not force a default
activity. Having the proposed activities is sufficient.
This commit also uses the newly-introduced selection badge widget to display
proposed activities as badges.
Co-authored-by: Siddarth Gajjar <sga@odoo.com>
Co-authored-by: Mohammed Shekha <msh@openerp.com>
When creating an activity, the date saved will be the choosen one in the
tought in the client timezone.
But when displaying the counts of activities Late/Today/Future, the date
is tought out as the one in the server timezone.
Thus we would have activity today/future/late not corresponding with the
date in the current timezone.
This is solved in this change and follow what was done in 72254129.
A second change is made so the default "Due date" is today in the
timezone and not today in UTC date.
opw-1837894
closes#24554
- Set a default value for the field 'Activity Type'
- Schedule an activity
The default value doesn't appear.
The default value is taken into account, but the onchange override the
value.
opw-1838066
This commit refactors f488dc58c3 that added reminder feature in activities.
After merging it was suggested specifications were not correct and it has
been decided to move the whole reminder feature in note.
Reminders are now notes instead of activities. Now when having note appµ
systray proposes to create a note / reminder. A note.note record is created
with info given by the user. If a date is given in the systray quick create
then an activity is scheduled on this note.
This means user can create records in activity systray that are not
activities but notes used as reminders. Those will use the first availableµ
note column for the user.
As reminders are now notes the support of activities not linked to any
document is removed, as well as archiving activities and tests linked to
that behavior.
This commit has been not carefully tested nor in-depth reviewied. It is
considered as too important for the upcoming freeze. This closes task ID
1833628. Closes#24129 . Many thanks to @dpr-odoo for its quick development
and good work on this task.
Have your user and your system in timezone Sao Paolo
When it is 2200 TZ time, UTC is the day after 0100
Have a activity schedule for today
Before this commit the activity was flagged as overdue.
This was because we compared the date deadline of the activity (no TZ)
to the date.today() in Python
While date do not have TZ legitimately, the moment (and place) you create them matters
Thus, we compared the date of the server (UTC -- day +1) to a date set by the user (TZ -- day -1)
After this commit we make up a date according to the user's tz
And the activity is not overdue, but in state 'today' as it should
OPW 1827920
closes#23969
As explained in previous commit we can use xmlid_to_res_id instead of ref()
which leads to some query gain. This commit update some other less important
places: when setting activities as done and in the composer. This lead to
a gain in tests involving activities and composer, including tracking
triggering a template. On community runbot this leads to a gain of about 1K
queries.
This commit adds tools methods related to activities in the mail.activity
mixin. It gives to models inheriting from the activity mixin an easy-to-use
API to schedule, unlink or mark activities as done. Purpose of those methods
is to avoid having people manually managing activities in the code to hide
the technical details of the activities model, notably access rights
or activity types.
A field is added on activity model to indicate they have been generated
automatically. This way when rescheduling or unlinking based on some
specific activity types we do not change user-created activities.
Those methods include scheduling activities, changing their dates, marking
them as done or unlinking them. Future commits will use those methods
in various addons to automatically generate activities based on workflow
we want to implement.
This commit also adds tests for the newly added code. Future commits should
probably have a look at activity security and add some tests cases to check
it is correctly taken into account. It is considered a bit out of scope for
this task.
Thanks to @jem-odoo for its in-depth review of this commit. Well thanks for
other commits also.
This commit allows to create personal reminders and to manage them using
activities. It is done using activities not necessarily linked to a record
but only to a user. Reminders can be used for example as a personal todo
list.
Technically we choose to model a reminder as an activity related to no
record. This means having a void res_id and model. An activity type is
added to classify reminders in it.
Settings reminder as done is not done like classic activities. Indeed classic
activities are unlinked and a message is logged on the related document.
As there is no document for reminders those are archived instead. It means
an active field is added as well as an override of toggle_archive to update
systray counter.
Activities systray widget is improved to display reminders in activities
list. This entry leads to a kanban view of activities allowing their
management. It is also possible to create them directly from the systray
allowing a quick creation of reminders.
This commit is related to task ID 41745. Closes#22143 .
Co-authored-by: Dharmang Soni <dpr@odoo.com>
Co-authored-by: Xavier Dollé <xdo@odoo.com>
- Create an activity for a crm lead
- Set the lead as lost
The activity still appears in the list.
A proper fix would be to have an `active` field on `mail.activity`. In
the meantime, simply delete activites when archiving.
opw-1817703
Activity mixin adds an activity_date_deadline field that is a related on
activity_ids. This one is a o2m using a domain based on the current record
model. Indeed activities are cross-model, like mail.message.
However as it is stored it generates are a lot of unnecessary computation
when activities are updated. Indeed when activities change the related
computation is triggered for every model inheriting from the activity
mixin. It then applies the domain in order to find record to update. This
generates a lot of void queries because only one will match the activity
model.
This commit makes the field not stored anymore. Indeed it is used mainly
in filters. Same functional result can be achieved using a computed and
searchable field.
We gain a lot of queries when creating activities as indicated by the
counter update in this commit. Creating a record inheriting from activity
mixin is a bit improved since there is less computed field to compute.
Creating an activity costs a lot less queries and we gain about 40%
in term of query required to create an activity when a lot of models are
using the mixin.
On community runbot it makes a gain of 2% when installing all modules.
This commit allows to save 13K queries on 587K (current) which is quite
good.
First purpose of this commit is to limit access on activity types.
Employees can now only read activity types. Indeed defining or modifying
activity types should not be done by employees as it impacts daily work
of all other employees. Specific app-based rights are added for project
and sale managers. Those have a specific menu to configure activity
types, meaning they should also have the access rights to do so.
Also including :
* ease default computation for res_model_id of activity types: using
default_res_model in context it is possible to specify a default
res_model_id. It is useful for example to give a specific context
in configuration menus;
* add a domain on res_model_id field in order to limit it to models
inheriting from mail.thread and not being transient;
* various improvement in activity type form view to ease configuration
notably the # days renamed to planned in;
Purpose
=======
Users often log an activity and want to schedule another one immediatly.
We should limit the number of clicks
Specification
=============
- Mark as done should be a secondary button
- Add a new secondary button : DONE AND SCHEDULE NEXT
- It should mark the activity as done and close the modal
- It should open a new activity modal
Behavior and available options are now the same in the Chatter modal and
the wizard itself. It implies correcting the crm_tour flow
This commit improve the daily use of activities by delegating activities
management to the document. Activities are already managed on document
through the UI either in form view or in kanban view.
This commit improves the use of mail activities by allowing their
integration with the calendar. Activity types now have a category
field that can be used to trigger some specific behavior. First
specific behavior is to have activity types of meeting category.
Creating activities of this type trigger a jump to the calendar to
schedule the meeting. Meeting activities and calender events are
linked to be able to easily navigate through the document, its activities
and its meetings.
Configuration is done using a category on activity types instead of some
hardcoded "meeting" activity to avoid issues with master data and to be
able to choose which activity type should trigger this behavior.
This commit improves the use of activities through various applications
by adding a counter of activities displaying next activities grouped by
application. For each application activities are divided into late, today
and future activities in order to achieve a better management.
This commit also merges Inbox and Messaging icons in topbar to keep only
one displaying All / Chat / Channels messages.
Activities now have recommended next activities. Based on next activities
configured on activity types, it allows to implement light workflows
using next activities feature.
This feature was removed when refactoring crm activities to generic
activities. People asking to remove it were visibly wrong and it is
now implemented back as it was in v10.
When setting an activity as done in chatter users now have the possibility
to add a feedback. This feedback is added in the generated message that
already contains the activity name and note.
Moreover users now can also immediately schedule a next activity. This is
very useful for chained activities and speeds up activities use.
Currently when scheduling activities, duplicate logs are created. Indeed
a message is posted when scheduling an activity, editing it and marking it
as done. This leads to a lot of noise being created on records.
This commit remove logs when scheduling and updating an activity. A sole
message is posted when the activity is marked as done.
This is a partial backport of commit 26940f8de4 targetting saas-15.
Currently when scheduling activities, duplicate logs are created. Indeed
a message is posted when scheduling an activity, editing it and marking it
as done. This leads to a lot of noise being created on records.
This commit remove logs when scheduling and updating an activity. A sole
message is posted when the activity is marked as done.
Scheduled activity display in chatter is also improved to better
differentiate the user creating the activity from the user who is
assigned to the activity.
This commit introduces generic activities to use in your addons. Activities are
actions user have to take on a document like making a phonecall or organizing
a meeting. Activities come with the mail module as they are integrated in the
Chatter but are not bundled with mail.thread.
New models are
* mail.activity.type: used to categorize activities. Each type is a different
kind of activity e.g. call, mail, meeting. An activity can be generic i.e.
available for all models using activities; or specific to a model in which
case res_model_id field should be used.
* mail.activity: an actual activity to perform. Activities are linked to
documents using res_id and res_model_id fields. Activities have a deadline
that can be used in kanban view to display a status. Once done activities
are unlinked and a message is posted. This message has a new activity_type_id
field that indicates the activity linked to the message.
This commit introduces a mail.activity mixin to use in various addons that
enables the activities feature. It works like the mail.thread mixin. It defines
a activity_ids one2many field toward activities using res_id and res_model_id.
Various related / computed fields are also added to have a global status of
activities on documents.
Activities come with a new JS widget for the form view. It is integrated in the
Chatter widget although it is a separate widget. It displays activities linked
to the current record and allow to schedule, edit and mark done activities.
Use widget="mail_activity" on activity_ids field in form view to use it.
There is also a kanban widget defined. It defines a small widget to integrate
in kanban vignettes. It allow to manage activities directly from the kanban
view. Use widget="kanban_activity" on activitiy_ids field in kanban view to
use it.
Next commits will aim at integrating activities inside main Odoo addons.
Thanks to R&D India for their work and testing on this task. Thanks to belgian
Usabiliteam for reviewing and testing it. Thanks to @jem-odoo for the final
review. May his soul lie in peace with the trumpets of paradise.
