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>
This commit improves the daily use of activities through some small updates
* on hover of clock icon in kanban card display tooltip. Purpose of this
change is to clarify meaning of colors displayed in kanban view. Otherwise
just havign a color is not very meaningful;
* add days string in planned in column;
* add space between number and days in planned in field;
This commit is related to task ID 1838315.
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.
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>
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
Purpose
=======
The attribute name isn't required on the <filter> tag. If not set, it can't be selected with a xpath and it can't be overwritten.
A lot of PR are coming from the community just to add a name on a filter because:
- It can't be selected with a xpath.
- It can't be used with `default_search_foo` on an action context.
Specification
=============
Make the atttribute name required
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.
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.
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.
