Split project to move portal features to a new module named website_project.
Portal users may now access their projects and tasks throught the
website_portal My account page. The Backend portal menuitem is removed.
Simplify the privacy settings of project, to be visible to portal users the
project must be in 'portal' mode.
Original authors: Vipul Bhatt, Florian Wintjens
The step consisting to go back to the app switcher doesn't work in community,
obviously, so this commit make it active in enterprise only.
Also make the Settings app selector more robust by accessing it through its
xmlid, as we do for other apps and menus.
[IMP] rating: website rating page: reviewed design, rate on click, update on submit
[IMP] rating_project: rating_status: 'no' instead of False
[IMP] rating_project/issue: smileys insteaf of thumbs for consistency in kanban
[IMP] rating: allow to update an existing rating (feedback + rate)
[IMP] rating: consistency on rating names (statisfied, not satisfied, higly dissatisfed)
[IMP] rating: avoid deadend after rating, button to go to Odoo
[IMP] rating: res_config better sentence
Purpose:
For our internal project management, we would like to track the customer
satisfaction on the open projects. We send them an email every one or 2
weeks allowing them to give a feedback by clicking on one of 3
smileys: Happy, Average, Angry. They can also put a additional explanation.
We already have something similar which is working on livechat with a
unusable reporting, and on issues but unusable. Our project are managed by tasks.
Specification:
- On the project : Selection fields : (Periodical Rating or Rating on Stage)
+ Fields to choose the period if periodical
- On the stage : email_template_id field.
- IF :
---> Periodical : Send an email to all the customers for the tasks on this stage periodically
---> On Stage : Send an email to the customer's tasks when the task reaches the stage
- That way, it's impossible to send a satisfaction request both periodically and sequentially.
FP request
- Who is the customer : The customer on the task OR the customer on the related sales order
OR the customer on the projet OR nobody
- The last feedback is displayed on the task kanban card (Thumb up, down, or neutral)
- On the project kanban card, the customer satisfaction is displayed. This is the simple
mean of all the previous ratings.
Also:
- removed onchange_partner_id() from 'project.project' model as
'pricelist_id' field does not exist in project nor in any inherit(s)
since its removal in 2008 by 07b1f0b9da
- removed 'type' field from _defaults dictionary of 'project.project'
model as it does not exists anymore, it used to be defined on
account.analytic.account
- removed on_change_template() from 'account.analytic.account' model as
it doesn't seem to be useful and/or called from any view
- overridden _default_get() for 'project.project' model to set default
value for 'use_tasks' field of inherits account.analytic.account
- created report/project_cumulative.py for model
project.task.history.cumulative that was in project.py
- moved project.project kanban view from project_dashboard.xml
to project_views.xml, which required moving some menuitems
as well so they are available while refering them in other files
To be displayed correctly on odoo app (In a given category and not only in all or hidden)
the module category in the __openerp__.py file should be one of these:
"Accounting",
"Discuss",
"Document Management",
"eCommerce",
"Human Resources",
"Industries",
"Localization",
"Manufacturing",
"Marketing",
"Point of Sale",
"Productivity",
"Project",
"Purchases",
"Sales",
"Warehouse",
"Website",
"Extra Tools",
'Accounting & Finance' will not work, as 'Project Management', ...
[NEW] point_of_sale: new tour
[IMP] hr_expense: main employee is created by default, so that you can
use the email gateway and record expenses, without configuration
required
[IMP] all tours: applying JWR propositions: americanization of tips
[IMP] crm tour: add invite people steps
Merge branch 'master-expense-tip-fp'
Usability: remove the Settings tour and include the addition of users
back at the end of others tour. The reasons:
- When someone starts with Project, we don't want to invite him going on
the settings tour (Don't make me think/choose)
- If the user starts with Settings (e.g. out of curisity), he will not
have a great on boarding experience.
- We expect the user to follow the steps in this order 1/ discover
project tasks and, only after, 2/ invite users (he will probably not
invite users before discovering the application)
The drawback is that we have to add "Invite Users" steps on others tour,
but only those for which it has a sense:
- Website, Accounting, eCommerce are typically single-users apps (we
don't need to make him invite people)
- CRM, Project are multi-users apps
1/ The tip should be on the textarea, not on the button.
2/ The access right field on the quick user creation form is confusing.
I propose to put it in "Technical Feature" so that it's not visible for normal users.
3/ dissociate les settings tour from project tour
Also:
- creation of a (archived by default) sample project with tasks, that the
user can activate to discover the project app.
- improvement of the simplified form view to create a new project
Simplified form view to create new projects
Always use quick create to create tasks
Remove chatter from project form view
Display the 'more' link in project dashboard in gray
Fabien Pinckaers