Purpose of the task is to do a generic UX improvement in project
Specification:
--------------
1) Stages(project.task.type)
* List view:
- move the 'folded in kanban' field to the right of the project_ids one
- remove the description field from the list view
- make the list view editable in batch
* Form view
- rename 'stage name' into 'name'
- move the sequence field below the 'rating email template' one
- change the copy of the tooltips to: "At each stage, employees can
block tasks or mark them as ready for the next step. You can customize
here the labels for each state."
- the tags should be colored according to the project's color
- reduce the space in between the icons and the name of the states
- add some space in between the legend_done field and the description
- when creating a new mail template, set 'project.task' as model_id
of the template
* move the 'Stages' menu into below the 'Projects' one
* add the project_ids field to the kanban view
* search: rename 'Tasks Stages' into 'Name'
2) Tags(project.tags):
- configuration > tags menu: change the helper to: "Tags are perfect
for categorizing your tasks."
- add an optional list view -> only the color field should be optional
and displayed by default
- new tags should be created at the top of the list
- Also removed some of the unused(deprecated) css which are not applied
anywhere in the project.
closesodoo/odoo#69636
Taskid: 2508642
Related: odoo/enterprise#17865
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Purpose of the commit is to do the generic improvement for the
refactoring of some module's view.
So in this commit, done the following changes:
- Reporting > Tasks Analysis , average progress of each task display correctly
- In project overview:
- state button is fit correctly in report view
- In task quick create, added placeholder for name field
- In Product form view:
- service_tarcking field: rename 'don't create task' into 'don't create a task'
- display the share button if privacy_visibility should be portal
- remove the 'Documents' stat button
- In Tasks list view, allow users to edit the stage of the task in batch if the project is in the context
- In project kanban view, remove the 'profitability' link and the corresponding stat button on sale.order
task-2458123
closesodoo/odoo#68146
Related: odoo/enterprise#17201
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
RATING
Rating texts currently have a negative skewness. Indeed apart top rating
all ratings have a negative feeling. In this commit we update them
to match more closely a 1-5 range from dissatisfied to satisfied, ok being
the middle value.
PROJECT
Filter customer rating were taking in account ratings from first e-mail
instead of current satisfaction.
IM LIVECHAT
Livechat did not catch feedbacks without comment.
Task ID-2439720
COM PR odoo/odoo#66992
ENT PR odoo/enterprise#16757
This reverts commit odoo/odoo@7059b17.
This commit translates tests introduced in this reverted commit to be
aligned with the current workflow.
This commit reverts functionality or business logic linked to the
reverted commit :
- odoo/odoo#47248 : You no longer have to be an allowed user to see the
timesheets but only a message partner.
- odoo/odoo#49021 : We no longer deal with allowed_user_ids or
allowed_portal_user_ids
- odoo/odoo@f2a1a00 : We no longer deal with the allowed users lists.
This commit removes the button project_privacy_visibility for functional
reasons.
Closes: #65367
task-2439329
Related: odoo/upgrade#2128
Related: odoo/enterprise#16067
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this commit, we add various buttons in the bottom of each card with a
certain condition, the problem is the lack of place to display more and
more information in each project kanban card.
This commit reviews the dropdown menus in each project kanban card.
Two sections is added one for another 'Views' to redirect to documents,
timesheets, sales order and planning, for instance. And the last section
for 'Reporting' like burndown chart.
task-2458017
closes#68343
Before this commit, the burndown chart button is displayed in the
reporting menu, the problem is when the database contains many projects
and many tasks over many years, the user has a timeout page rather than
view the burndown chart, because we take all active tasks in all
projects, if the user doesn't archive his projects and tasks, the data
retrieved for the burndown chart is too huge to have a visual result.
This commit moves the burndown chart button in the project form view, in
this position, the data will be for only one project and not all active
projects.
task-2458017
closes#68343
Before this commit we have reports that depict the status of a
project at a certain point in time, but we don't have any reports
representing the actual progress of the project in time.
This commit adds a burndown chart, this chart would help users see
the evolution of the project and determine whether it is on the
right track or not.
task-2458017
Prior to this commit:
Once the user clicked on View Task in the "Blocked By" task list, the
Create button in the form view of the targetted task is hidden. Also,
in the subtask notebook the user is not able to create additionnal
subtasks.
Reason:
In the action, the create argument is set to False.
After this commit:
We merge the two action_open_task and action_open_task_form into a
unique one. We remove the create set to false.
Related PR : #66740closesodoo/odoo#68652
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Conversion of all modules to the new manifest assets declaration.
Part of task: 2352566
Co-authored-by: Julien Mougenot <jum@odoo.com>
Co-authored-by: Simon Genin <ges@odoo.com>
We want to ease user experience regarding sub task creation and
management. We thus enforce the values of subtask stage, project and
parent task. we want to remove the ability of a user to choose a
third-party subtask project different than the actual one. Also, we want
to remove the ability to make one sub task recurrent. In general, We
want to improve and strengthen the relation parent-childs for Tasks. A
sub task is dependant of its parent all along the workflow.
This commit address those needs and, especially, removes the subtask
project configuration discussed in :
- odoo/odoo@66a0e5a
- odoo/odoo@b709e22
1) With this commit we want to change the way to link a subtask with its
project for UI reasons, we want to be able to easily distinguish
subtasks that are linked to the project of their parent from subtasks
that are linked to another project. To do so, the idea is to create a
field display_project_id not required. Only relevant tasks are linked
to their project through this display_project_id, the other are linked
to their project only via project_id. As a result, domains in the
application are only based on the fact that tasks have
display_project_id. The other are simply hidden.
2) The number of subtasks is shown on kanban and list views with a
wigdet to easily render it and extend the UI.
3) The default sub-task assignee is the assignee of the parent task.
4) Task form is modified to integrate those changes.
5) Various searches on project task are restricted with a clause where
display_project_id must be not null. Except in portal, in which context
we always display all tasks and subtasks.
PR community: #62577
PR enterprise: odoo/enterprise#15043
PR upgrade: odoo/upgrade#1984
task-2388034
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
With this commit we support adding FieldDependencies on custom widget, consider
FieldDependencies given on custom widget and add it to fieldInfo so that when
modal does calls to server to fetch data it consider those fields while reading
this will let us to design custom widget which may have some other fields in
dependency, say for example weekly recurrence widget which uses sun, mon etc.
fields, so with this we can fetch data of those dependent fields without adding
it to view.
task-2335399
closesodoo/odoo#60277
Related: odoo/upgrade#2021
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Co-authored-by: Mohammed Shekha <msh@odoo.com>
with this commit we adding weekly recurrent widget, currently proeject and
calendar shows boolean for each day vertically but with this widget we displays
week days and its boolean horizontally.
Here widget will display first day as per language's week_start field, also we
adds FieldDependencies on custom widget and consider those FieldDependencies
while processing view node in basic_view.js
We add support of registry to contain owl custom widgets and add support
of rendering owl custom widgets.
Also with this commit we removes fields like sun, mon, tue etc. from view and
instead use "web_weekly_recurrence" custom widget to display boolean for each
week day.
Co-authored-by: Mohammed Shekha <msh@odoo.com>
Purpose
======
Sometimes, a task can only be completed once another is (e.g. 'install boiler' can only be done once 'order boiler' is complete). Communicating this information is key to organize a project and for the users to know on what they can start working when.
## Settings in Project App
- Add a 'Task Dependencies' setting under the 'Tasks Management' section
- Add the same setting on the project form view.
- As for the sub-tasks feature, enabling this feature in the settings of the app, should enable it on all existing and newly created projects with is_fsm = false.
## Task form view
- Add a 'Blocked by' notebook.
- In this notebook:
- add new many2many field called *depend_on_ids* containing the tasks in which the current task depends on these tasks with the following fields displayed by default: name, user_id, date_deadline, stage_id.
- add a 'view task' button on each line that should open the corresponding form view.
- Filter task list for depend_on_ids Many2many field.
- Check no cyclic task dependencies.
task-2387984
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
closesodoo/odoo#66740
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of the commit is to do the generic improvement for the
refactoring of project.
So in this commit, done the following changes:
- move the date_deadline and the tag_ids field to the right column
- remove the warning 'by saving this change, the customer email and phone
number will also be updated.'
- track the priority field on task
- move the deadline field above the fa-star and fa-clock-o icons
- the name of archived tasks should be crossed out
- project form add a 'deadline' field below the user_id one
- project form remove the 'description' notebook
- remove the 'project' field from the quickcreate of task.
Related Ent PR: odoo/enterprise#16559
TaskID: 2451287
This commit adds two new fields in the project.task model.
The first one called 'allow_task_dependencies' is a related field to the
one project.project model. The other field called 'depend_on_ids' is a
Many2many field will contain the tasks which the current task depend on.
In the form view of project.task model, these fields are added.
task-2387984
closes#66740
This commit brings a new feature for the Project App and project
configuration. This feature is called "Task Dependencies" and it allows
to the user to determine the order in which to perform tasks in a
project.
task-2387984
closes#66740
Before this commit:
In edit mode, glitching of chatter is visible in project.project and
project.task's form view(without sheet tag).
After this commit:
Removed this glinch of chatter and displaying it with full width in the form
(without sheet tag).
LINKS
PR https://github.com/odoo/odoo/pull/66314
Task- 2411632
closesodoo/odoo#66314
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this commit, the user who is not a Project Manager can share the
project based on the visibility of the project.
This commit hides this button for this user, only the Project Manager
can use this button.
task-2440564
Before this commit, the user can click on the user_id field in
project.task form view to see the user form view of the user linked in
the current task.
This commit adds an option (no_open=True) in this field to prevent the
user to access the user form view.
task-2440564
Purpose
=======
This PR is in continuity of #62360 and #62900 done in 14.0.
The goal of this PR essentially updates and improves the changes done in 14.0.
## Details
- Remove the context key added in 14.0 to keep the 'Create Sale Order' button in task and helpdesk.ticket. Because at the end we remove this button in these models.
- Remove non_allow_billable field in tasks and timesheets.
- Remove the partner_email from task form view.
- Remove timesheet_product_id from task form view
- Merge sale_timesheet_edit module with sale_timesheet module.
- Remove timesheet table in portal sales order and invoice (deprecated templates in #62900).
- Remove override of project kanban controller (deprecated file from #62360).
- Store remaining_hours field in sale.order.line model (this field has been introduced in the following PR #62900).
- Remove _onchange_task_id_employee_id, the process in the method is done in _compute_so_line.
- Merge bill_type and pricing_type in project.project.
- Move partner_id field in project form view.
- Remove value selected in SO and SOL in project if the customer does not fit with the SO selected.
- Changes SOL in mapping when the pricing type of the current project is "employee rate" if the customer changes.
- Hide the timesheet_product_id field if the project is not a fsm project.
- Move sql constraint for timesheet_product_id in industry_fsm_sale, because this field is no longer mandatory in project which is not fsm project.
- Changes the search of timesheets in portal > timesheets.
- we allows the user to search with name of SO and invoice to find the timesheets about the wanted SO or invoice rathan than the id of SOL and invoice.
- Move View Timesheets button in portal > invoice
- Remove deprecated codes.
- Miscellaneous fixes.
Task-2424382
closesodoo/odoo#64474
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Co-authored-by: Laurent Stukkens (LTU) <ltu@odoo.com>
Before this commit, when the project is billable, we need to define a
customer to have the list of SOL. The problem is the customer field is
in "Settings" tab and not "Invoicing", it can be confused for the user
to directly understand why he does not have the list of SO.
This commit moves the customer field (that is partner_id) to the main
sheet of the form view. Thus, the user can see directly if the customer
is set or not in the project.
task-2424382
Restore Project Kanban view for mobile.
Added a name for the default stage of the tasks in the Internal project
Removal of redundancy for the creation of the Internal project and its tasks
Fix task_reccurrence for the type 'after'. (too much task created or bad task created)
Task-2326258
closesodoo/odoo#64607
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of the task is the Automatic Kanban Status field present without
any importance in view of stages of a project.
So in this commit, we remove the auto_validation_kanban_state field from
the stages of a project.
closesodoo/odoo#63727
Taskid: 2378811
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
=======
This PR is in the continuity of odoo#62360.
- Display remaining hours in task sales_line_id (name_get + task form view)
- Remove internal reference from services demo data
- Display sol in project timesheets list if project is billable
- Remove use of non_allow_billable in timesheets as it has been removed from project and task in previous PR (see above)
- Only recompute planned_hours for service product
- Determine the correct SOL for timesheet
- Set the last SOL of customer on timesheet if none is set on task or project
- Allow edition of so_line in timesheet
- Restrict SOL on project to sale lines with a service product
- Use same widget on partner_id many2One than in sale.order (using ranking)
- Remove timesheets table in SO and invoice portal.They were added in previous PR (see above). This introduces the use of links to /my/timesheets/.
- Review portal timesheets (my/timesheets/ and link from orders and invoices)
- Activate group_uom "Units of Measure" on sale_timesheet install
- Hide partner phone number in task form view
- Only determine SOL of task and timesheet if allow_billable=True
- Filter SOL in task so that it matches the SOL of the project SO
- Display red label if remaining hours is negative
- Change SO compute behavior
- Only open SO for salesman on project overview
task-2409761
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
closes odoo/odoo#63695
Forward-port-of: #62900
X-original-commit: b1985773f3a67e28049f9e2bb635bcab059ad9c0
Related: odoo/enterprise#15427
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
This reverts commit 1c7f135708ccca0ad2d54ec41964d5083f42a01b.
The placement of chatter in `project.project` is intentional:
it's in form sheet bg to prevent it taking 1/3rd of screen width
in XL screen configuration on the right side.
Reason to not want it is because the chatter has no conversation,
and chatter with no conversation is basically just follower widget
and attachment, both of which take up a very small area of screen.
By being aside, they would take about 1/3rd of screen with mostly
blank content.
Task-2410310
closesodoo/odoo#64579
X-original-commit: 2236e228913753eaee8b0d6be47e617bc779bdf3
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
Signed-off-by: Alexandre Kühn (aku) <aku@odoo.com>
In this commit the links to Time Billing and Customer Rating's documents
in timesheet and project respectively are removed.
TaskID:2411098
closesodoo/odoo#63035
X-original-commit: 158e94692c1d2d5a533180238273060343263e95
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of this task is to improve the reporting of Project module by
various improvements.
So in this commit done the below changes:
- Project Costs & Revenues:
- Pivot view
- apply a group by > month by default
- remove the 'timesheet duration' measure and display the 'margin' mesure by
default instead
- Graph view
- apply a group by > project
- add a group by > task (not applied by default)
- change the labels as follows:
- Untaxed Amount Invoiced -> Amount Invoiced
- Untaxed Amount Re-Invoiced -> Amount Re-Invoiced
- Untaxed Amount to Invoice -> Amount to Invoice
- Untaxed Amount to Re-Invoice -> Amount to Re-invoice
- Customer Ratings:
- list view
- change the order of the fields as follows: 1) Rating 2) Assigned to
3) Customer 4) Task 5) Project 6) Submitted on 7) Comment
- display the rating in bold
- apply the 'last 30 days' filter by default
- apply a group by 'rated user' by default
- switch the default view to the kanban view
- kanban view
- the smiley should be centered vertically
- display the full comment below(crop it after x characters if it is too long)
closesodoo/odoo#62294
Taskid: 2307111
Related: odoo/enterprise#14960
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
This commit is mainly a revert to 13 functionalities in project_*
modules as functional changes introduced in 14 do not seem to be well
accepted by users.
Details:
- sale_timesheet: rename 'Ordered quantities' service_policy into 'Prepaid' project, sale_project, sale_timesheet: refactor task form view
- sale_timesheet: modify sale_line_employee_ids many2one widget on project form
- sale_timesheet: add link between ticket and sale order
- sale_timesheet: remove the option 'link to an existing SOL'
- sale_timesheet: remove the warning messages in project.task
- sale_timesheet: reword labels in customer_type and pricing
- sale_timesheet: adapt timesheet section on invoices in portal
- sale_timesheet: add timesheet section on orders in portal
- sale_timesheet: remove employee rate related warning on projects in Kanban view
- sale_timesheet: update sale_line_id of all the not invoiced timesheets accordingly to the employee mappings
- sale_timesheet: timesheet entries for employees that have no mapped SOL in project get the sol of the task or project
task-2388500
closesodoo/odoo#62568
Related: odoo/enterprise#15040
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Some projects may not need the tags, while others use the state heavily.
This makes both fields available and optional.
closesodoo/odoo#61932
X-original-commit: 26e26181c9680e89f8c8e1eb3b4c9dc2fc063d87
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
Previously, in multiple modules, long names would result in an overflow of text.
With this commit long texts should appear like this: [aaaaa...] instead of
going out of their boxes.
Various views are updated, depending on which fields we wanted to prevent
from overflowing and the probability they do so.
Task ID-2325219
PR odoo/odoo#57713
PR odoo/enterprise#13226
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
WHAT: apply 93a7695f65baf00d1f82481d6a2a97e6c11940a8 for all res.config.settings
menus
WHY: the same reason as in 93a7695f65baf00d1f82481d6a2a97e6c11940a8:
When saving, a read is called. By default, read has
bin_size to true to avoid performances issues.
It will return the image size instead of the content
it may lead to image dissapearing or "Incorrect padding" error
HOW:
find . -iname "*.xml"|xargs grep "\"context\".*'module'" -l | xargs sed -i "s/\(\"context\".*'module'.*\)\}/\1, 'bin_size': False}/"
git checkout -- addons/base_setup/views/res_config_settings_views.xml
---
PR for General Settings: https://github.com/odoo/odoo/pull/47297
opw-2346644
closesodoo/odoo#61215
X-original-commit: 7c55efa88b72bd1f3f0f32f7f738e2fda5aa4abd
Related: odoo/enterprise#14547
Signed-off-by: Ivan Yelizariev // IEL <yelizariev@users.noreply.github.com>
The widget is intended for informative fields only, i.e. the
fields do not need to be editable. It is not the case for the
date_deadline.
closesodoo/odoo#60317
X-original-commit: a455999588053d528cc779b070cac31ab3b273df
Related: odoo/enterprise#14223
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
Before this commit, links to the documentation were referenced the
previous version, 13.0, instead of the current one, 14.0.
Eventhough there is a redirection done by NGINX of a "versionless" URL
to the latest one (e.g. /documentation/user/general/auth/google.html
-> /documentation/user/14.0/general/auth/google.html as of today), the
goal is to keep links owrking for users that will still be using the
14.0 in three years (and should not endup on the 17.0 doc).
closesodoo/odoo#60228
X-original-commit: 7ac08486d91d0ff0151abeeda057ffa6beda72e8
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
odoo/odoo@dadcec593d introduced a duplicate name in the filters of the
view project.view_project_project_filter.
This commit renames the new filter from my_projects to own_projects.
closesodoo/odoo#60137
X-original-commit: a372d34a4c98e459c5170369fd90cbd4181ba4a3
Signed-off-by: Paul Morelle <madprog@users.noreply.github.com>
When the alias had been set, if the user wanted to disable it
he had to erase the email first. Otherwise unchecking the check box
didn't work.
Task-2299286
closesodoo/odoo#58634
X-original-commit: 45cd13e14fef0bab6921a1fff79335df9015cbf0
Related: odoo/enterprise#13613
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this commit, it was not clear that allowed portal users could see all tasks, even when they were not the customer.
closesodoo/odoo#53962
Taskid: 2265562
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this commit, the time to compute all counters was making the rendering
of the portal page slow.
Now the count is done in rpc after the loading of the page.
Now you can decide which part you want to show on the portal, and only compute
for these one.
It is not because you have purchase installed for your internal process, that
it means that your supplier use your portal and it avoid the computation for
all end users.
We parallelize the counters in arbitrary 3 rpcs.
closesodoo/odoo#55999
Related: odoo/enterprise#12456
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
Values filled in "Assigned To" m2o were differing:
- if I "CREATE" task with "group by" then m2o is filled with
internal-users + portal-users
- if I "CREATE: task without group by then it filled with internal
users only.
In Project also same case.
To have a more coherent behaviour, we decided to put only internal
users in both cases.
Task ID #2229592
Community PR #54776closesodoo/odoo#55820
X-original-commit: 8269c1958843002246c589cdd593417dec44f024
Related: odoo/enterprise#12376
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Some interventions are done on a regular basis (e.g. maintenance of
fire alarms, safety inspections). Having tasks auto-generate would
facilitate the process and would ensure that the next intervention
isn't missed/forgotten.
closesodoo/odoo#55517
Taskid: 2172156
Related: odoo/enterprise#12246
Related: odoo/upgrade#1604
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Barad Mahendra