Adds personal stages to tasks.
Users assigned to tasks will be able to have their own pipeline to
handle their tasks independently of the project's pipeline.
The assignee field on Tasks has also been changed to a Many2many to
support multiple assignees on one task.
The same table is used to store those information, essentially a triplet
(task, user, stage), to ensure that:
1) personal stages only apply to tasks to which you are assigned to.
2) synchronizing to make sure that you don't have a personal stage for a
task on which you are not assigned anymore.
Alongside those changes, some minor changes have also been made:
- Modified the task's tree view.
- Renamed the Tasks menu to 'My Tasks'.
- The default view is now the kanban view for the 'My Tasks' action.
- project_id is not required anymore, tasks with no project are
considered 'private', those tasks are only visible to those that are
assigned to it.
- Added tracking of both user_ids and depend_on_ids in the chatter.
Closesodoo/odoo#74087
Task ID: 2398734
Before this commit, this route displayed the portal form view of the
project. This view does not seem useful for the external user and prefer
directly see the tasks of this project.
This commit replaces the portal form view of the project by the tasks
list containing in the project. Moreover, another route has been added
to allow the external user to go to the portal form view of the task
selected in ths list.
This route is called '/my/project/<project_id>/task/<task_id>'.
We decide to replace the content of the route because we want to allow
the public user to access to the tasks list of the project with the
access_token of the project. Also, with this same token, the public
could access to the form view of the selected task and send a message if
he needs.
task-2379518
closes#73341
Before this commit, the project manager could edit the collaborator
records. That is, he could change the shared project or the
collaborator.
This commit allows the user to only see or remove the collaborators for
a shared project. If the user wants to add some new collaborators, he
has to use the project share wizard.
task-2379518
closes#73341
This reverts commit fc7778f8c512202dc3361d6b87be8c28b299c3c8 because of
a change in the spec.
The access mode are removed and replaced by this access mode for portal
user:
- read: the user goes to the classic portal view
- edit: the user is added as collaborator of the shared project and can
access to project sharing views.
To do this, the portal share is inherited by the project share wizard.
This new wizard can be open to share in readonly and open to share in
edit mode via 2 buttons in the form view of the shared project.
A new stat button is added to form view of project to see the
collaborators of this project. That is, the ones can access to the
project sharing views. The project manager will can remove or also add
new collaborators via the views in this stat button.
task-2379518
closes#73341
Before this commit, the portal can archive tasks via the kanban views
This commit removes the buttons thanks to the `archivable` option set to
false.
task-2379518
closes#73341
Before this commit, when the portal user can access to project sharing
and click on the shared link of the project. He is redirected to the
`/project_sharing/<int:project_id>` route. Since only the portal user
can access and no public users, we could directly redirect to the portal
route and display project sharing views.
This commit removes the `/project_sharing/<int:project_id>` route.
The main route will always be the `/my/project/<int:project_id>` and
we check if the user can access project before rendering.
If the user can access to the project via the shared link:
1. If he is a public user then we render the classic portal view.
2. If he is a portal user then
- we check if he is an access to project sharing, if yes then we
render project sharing views otherwise we display the classic
portal views.
task-2379518
closes#73341
Before this commit, when the portal user can access to project sharing
views, he can just read. If we just add ir.rule to allow the edition,
the portal could create/edit. We have to allow the project manager to
define the access rights of portal users when he want to share them a
project with the project sharing feature.
This commit adds 3 access modes portal users in project sharing views.
1. **Readonly**: the portal can only see the tasks in the different views.
2. **Comment**: the portal can use the chatter in task form view.
3. **Edit**: the portal user can create and edit tasks.
task-2379518
closes#73341
Co-Authored-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this commit, the chatter is not available in form view of project
sharing even for portal user. Since the portal views, we have a chatter
for the portal users, we need a chatter for those users in project
sharing.
This commit integrates the portal chatter in the form view for only the
portal users.
task-2379518
closes#73341
Before this commit, when the portal user is connected and selects a project
in the list when he is in `/my/projects` route, we redirect him in the
task list of this project.
This commit replaces the basic portal view by the project sharing views
if the Project Sharing feature is enabled for this project.
task-2379518
closes#73341
Before this commit, there is no options to disable the click on the
avatar to open the chat in `Many2OneAvatarUser` widget.
This commit adds an option called `no_open_chat` set by default to false
and this option allow to disable the click when it is true. This option
is useful for the project sharing views.
task-2379518
closes#73341
Purpose:
=======
This commit adds the project sharing feature. This feature consists to
share the backend views about project.task to portal users.
About the access rights:
- The project manager can share a project with project sharing feature.
To do this, he need to give access to portal users that we want their access in project sharing views.
He can choose between 3 differents accesses:
1. Readonly: the portal with this access right will only have read access to the project
sharing views of the project shared.
2. Comment: the portal with this access right will can use the chatter in task form view.
3. Edit: the portal with this access right will can edit some fields of `project.task` model.
The difference between the classic backend views and the project sharing
views is in the project sharing views, we list the fields that the user
can read/write, so the portal users can see only the fields in
our list.
Moreover, the actions and the contextual menu (actions dropdown) are not
available in the project sharing views and the stat buttons are visible
but the click on these buttons are disabled.
Implementation details:
======================
This commit is realized in many steps:
- create the webclient and routes.
- create own qweb bundle.
- add project sharing views.
- use the session to define the action and active_id
- create public fields for project sharing: in this step, we lists all field
names of the `project.task` model that we want to display for the
portal user. Two lists are created, one for only readable field names
and the other one for the writable field names.
Moreover, two properties are defined in the `project.task` model to use the
both lists.
- use `access_token` and check model in project sharing route: in this
step we check if the model is `project.project` and the `access_token`
is the one set in the project since we have the id of the project in the
params url.
- allow only `GET` method to enter project_sharing routes: the
`/my/project/<int:project_id>/project_sharing` route must only be
called with a `GET` method because this route is only used to have the template
to render the project sharing webclient.
task-2379518
closes#73341
Following the removal of read access on ir.model (odoo/odoo#69120),
the mail.activity.type model was not accessible to non-admin users due
to the res_model_id many2one field.
Before this commit, a project user could not access the Activity Type
menu.
Convert it to a selection field with the selection values being
computed in sudo.
closesodoo/odoo#74981
Related: odoo/enterprise#20214
Related: odoo/upgrade#2734
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Adds new optional stages for the project.project model.
Previously projects would stay dormant when they were finished, we can
now define stages for those projects to determine where a stage is in
it's lifecycle.
Also adds some small changes to the project itself, such as adding tags.
Closesodoo/odoo#73648
Task ID: 2581575
Related: odoo/upgrade#2646
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
When creating a new task the name field was not automatically focused.
closesodoo/odoo#75271
Taskid: 2585999
X-original-commit: a1f4cc03bc4df556f9a832a91d47f1c3727ab115
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Purpose of this commit improve kanban_state field layout in
kanban view of task.when user_id doesn't set on task it show
blank div for m2oAvatar which move kanban_state field to left
of that div.
So, In this commit show m2oAvatar only when use_id
is set on that task.
closesodoo/odoo#75258
Taskid: 2557892
X-original-commit: b22d0eaadd8875cc6c5286fe037c199160b65726
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of the commit is to fix the translation buttons layout on
stages form view.
closesodoo/odoo#75257
Taskid: 2605763
X-original-commit: c52647b8828cc4904f44ba2d1919915aa8258f0a
Related: odoo/enterprise#20323
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Tasks that are blocked by other tasks don't get any other information
from those tasks.
In order to get updates on the state of the blocking tasks we now track
some fields (determined by the `task_dependency_tracking` attribute) in
the parent's chatter.
Task ID: 2601448
closesodoo/odoo#73965
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of the commit is to improve the ui of the project and task
So in this comit, project_id and tag_ids should be always visible
in fsm mode too. also re-sequence the task form view buttons and
added class for the proper xpath.
also move the common for for get_unusual_days on employee so it
can be reused.
Related enterprise PR: https://github.com/odoo/enterprise/pull/19134Closes: #72440
TaskID: 2502339
Purpose of the commit is to improve the task analysis report
of the project app.
So in this commit, done the below changes:
- removed the # of tasks measure
- added the following measures: Rating Value (/5), Working Hours to Assign, Working Hours to Close
- removed the # from the labels of the following measures: Days to Deadline, Working Days to Assign,Working Days to Close
- renamed 'task title' into 'task'
- added a search on tag_ids and sale_order_id
- added the following filters:
-My Projects + My Team's Projects
-My Tasks + My Team's Tasks (rename 'Unassigned' into 'Unassigned Tasks')
-Starred
-Tasks Late + Tasks in Overtime
- added the following group bys: task, customer, kanban state, assignment date, creation date, deadline, last stage update
closesodoo/odoo#72587
Taskid: 2508645
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Define `data-hotkey` on most used action buttons.
For the modals, the following keys are dedicated for "special"
actions:
- Alt+G: add
- Alt+V: save
- Alt+Z: cancel
closesodoo/odoo#73275
Taskid: 2588233
Related: odoo/enterprise#19464
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Before this commit: share button inside project was displayed only in
readonly mode.
After this commit: share button inside project will be displayed in
edit mode as well.
task-2513815
closesodoo/odoo#70441
Signed-off-by: Simon Genin (ges@odoo) <ges@odoo.com>
Currently, activity view does not support many2one_avatar_user widget due to
which clicking on image do not open chat window, with this commit, we add
support of many2one_avatar_user widget in activity_view so that user can click
on avatar image and open chat window.
task-2554466
closesodoo/odoo#71804
Related: odoo/enterprise#18803
Signed-off-by: Simon Genin (ges@odoo) <ges@odoo.com>
The UX of the 4 main views (kanban, form, list, portal) of the project app has been globally improved.
In particular, different icons color/style were changed along with several strings, and the order of a few elements was revised to improve readability.
task-2508723
See odoo/enterprise#18387closesodoo/odoo#71011
Related: odoo/upgrade#2506
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Generic UX improvements for the task portal.
Added new sort by, group by and searches options in the tasks portal.
Some options have been renamed as well, while the style has been slightly revised.
The timesheet details of each sub-task from the parent form view has also been removed.
task-2508883
closesodoo/odoo#70305
Related: odoo/upgrade#2580
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Purpose of the commit is to improve the usability and onboarding
of the project app.
So in this commit, done the below changes:
- Rename column "Kanban state" in list view screens
- Hide column "analytic account" when not needed
- Do not show "Internal" project
PS: Moved leave_timesheet_project_id into hr_timesheet and rename
it as internal_project_id and we used it in the domain in the
kanban/action to the kanban in order not to have it in the result.
closesodoo/odoo#68857
Taskid: 2451722
Related: odoo/upgrade#2479
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Prior to this commit, the spaces in the template were transformed into
non-breaking spaces by the html editor while editing the html field
content.
The unordered list with icons as list item also failed to be compatible
with the editor.
With this commit, we remove the indents in the templates to prevent this
behavior.
It now also uses the css class defined by the editor to generate the check
lists.
closesodoo/odoo#72571
X-original-commit: ce9c39125da9ebe3e19dbb325fc4488a8b689ad1
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Before this commit, suppose we have a scenario like below
Task-A:
Activity-1:
name: Email ( Today )
Assigned to: User-1
Task-B:
Activity-1:
name: Email ( Today )
assigned to: User-2
Activity-2:
name: Call ( Due in 3 Days )
assigned to: User-1
When User-1 goes through the systray 'Today' filter shortcut he gets both
Task-A and Task-B in the list instead of only Task-A. Indeed currently
activities are not filtered based on current user with its deadlines.
However purpose of systray is to indicate activities current user has to
perform instead of global activities.
After this commit activities will be filtered based on deadlines as well as the
current user. In order to achieve this behavior we needed to pass a domain like
[
('activity_ids.date_deadline','=', fields.Date.today()),
('activity_ids.user_id','=', 1)
]
And for that purpose we introduced a non-stored compute field with a search
method.
Task ID-2438822
COM PR odoo/odoo#72219
X-original-commit: f4eaf4d8fb2f97240201104dcd4fc7e2674bce02
Description of the issue/feature this PR addresses:
It is currently quite difficult to differentiate users. Most of the time, people
don't take the time to upload an actual avatar so everybody looks the same. This
PR generates a custom avatar with the users initials and random color to
differentiate them. For res.users, res.partner and hr.employee, image fields now
hold the binary image and avatar are used to show the image or svg.
Current behavior before PR:
Avatar had only random colors and was being saved in database, being inefficient
Desired behavior after PR is merged:
A new mixin defines image fields and in case no image is set, it generates an
SVG image with the user's initials and random color.
closesodoo/odoo#69819
Task: 2404630
Related: odoo/enterprise#18199
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
This commit adds a right panel in the project update view.
This is done by extending each View and Controller by mixins handling
the RightPanel functionnality.
In the RightPanelControllerMixin, we use the component Adapter to launch
the Owl RightPanel Component from a Legacy Controller.
This solution is based on SearchPanel and ControlPanel implementation.
In the RendererMixin we handle some styling just as it's done for the
SearchPanel.
In the ViewMixin, we add the handling of a RightSidePanel config
parameter which is passed to the Controller via params.
The Project RightPanel Component gets information about the active
project in the context through a rpc call and render the resulting data
in a owl template. This template doen't have the ambition to be generic
but only specific to this view.
Serverside, the data are collected in a dict through few methods in
order to be easily extended.
Mixins are used in kanban and list views, each time a project update
view is added, the developper will have to extend the dedicated View,
Renderer and Controller.
PR: #68899
task-2393768
This commit aims to add a button in the control panel to easily display
the current project update status.
This is done by extending ControlPanel Component and template.
We must add a context value `show_project_update` to enable the
button in the breadcrumb and it's done only once; e.g. when we click to
see all project tasks of an active project.
The button redirects to a kanban list view of the project_updates.
The activity rng is modified in order to accept js_class definition.
Following commits will add behaviour to handle those updates and
milestones in the various views. See PR for further information.
PR : #68899
task-2393768
This commit adds project updates in project to take in stock the current
status of the project : which task or milestone changed in the past 30
days.
The project manager is able to add a status on the project update, and
edit the description of the update. There is also a chatter in which
he/she can discuss some points with other project users.
The description is build with informations retrieved from mail tracking
values or from project.* models. Those informations are collected in a
dict and rendered in a template to ease the inheritence in further
modules needs.
Following commits will add behaviour to handle those updates and
milestones in the various views. See PR for further information.
PR : #68899
task-2393768
Before this commit, when the partner_id in the project, we display the
partner_id selected in this project in the kanban card of it.
This committ displays the commercial_partner_id rather than the
partner_id in the kanban card of each project in the kanban view to be
consist with task's kanban card.
task-2232042
closes#51471
Before this commit, when the user creates a subtask in subtask then we
take the project_id but if the user has changed the display_project_id,
the subtask of this task has not the correct project.
This commit gives the project_id by default if the parent task is not a
subtask or the display_project_id of this parent task is not defined
otherwise it gives the display_project_id.
task-2232042
closes#51471
Purpose
=======
During the development of the task #2169100, it appeared that the synchronisation
of a task's partner_id according to its project's partner_id and its parent's
partner_id was not very clear.
A first idea was to simplify the partner_id management: as it could be annoying
for the customer to see all the task's partner_id overriden after project's
partner_id modification, the idea was to just use the parent's parnter_id or the
project's partner_id as default value of the task's partner_id. Then, if the
partner_id of the project or of the parent is changed, there is no more impact
on the task partner_id itself.
The main problem of this solution is that the management of the task's partner_id
is also extended in several others modules like sale_project and sale_timesheet.
You can find below what seems to happen with all these task partners.
Start following rules according to which module is installed.
(for the record: sale_timesheet depends on sale_project which depends on project).
Rules are applied in the order they are written.
Rules labelled "O" only apply when changing the project through the task form view.
Rules labelled "C" apply everywhere.
technical: C=compute, O=onchange
project
C.1 If parent's partner changes and the partner is not set, then set the parent's
partner
C.2 Else if project's partner changes ant the partner is not set, then set the
project's partner
sale_project [+ project]
C.1 If the project's sale order line's partner changes and the partner is not set,
then set the project's sale order line's partner
C.2 Else apply (project.C) rules
sale_timesheet + [sale_project + project]
C.1 Apply (sale_project.C) rules
O.1 If the project is billed "At Project rate" or "At Employee Rate" and the
partner is not set, then set the project's sale order's partner
the sale order line's partner
Specification
=============
- If the partner changes, we ignore all current tasks and let them be. We set the
new partner as default value on all new tasks. In detail, we have done
this:
- When the user creates a task give the customer of the default project or the
task parent as default customer for the task.
- When the user changes the project and no partner in the task, we take the
partner of the new project (if this project has a customer).
- When the user changes the customer of the project, the linked tasks are not
impacted by this changes, even if some tasks have not a customer yet.
- When the user changes the customerf of the parent task, the child tasks are
not impacted by this changes, event if these tasks have not a customer yet.
- remove the onchange rule to remain consistent.
TaskID: 2232042
closes#51471
Co-authored-by: Xavier BOL (xbo) <xbo@odoo.com>
Before this commit,
Share action was displayed on list view as well which
doesn't makes sense as it will always use `active_id` only.
With this commit,
we are displaying `Share` action on form view only.
opw-2530652
closes#70821closesodoo/odoo#71062
X-original-commit: 45845a87ab6a6260b42abacf16811684418cd775
Signed-off-by: Nicolas Lempereur (nle) <nle@odoo.com>
Currently, empty help content are not properly added so in this
task add the proper help content on several menu and add module
field service in community.
So in this commit done the below changes:
- Task form view: change the tooltip of the sale_line_id field
- Change the empty help content in below menu:
- reporting > tasks analysis
- Configuration > Stages
- Project > Reporting > Project Costs and Revenues
- base: The industry_fsm module should show up under Apps in community,
with the usual 'upgrade' button
closesodoo/odoo#68940
Taskid: 2465012
Related: odoo/upgrade#2369
Related: odoo/enterprise#17548
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
- Currently all menus are out of order in app switcher.
- For example, Sales app is 16 menu away from Accounting,
Social Marketing app is 25 menu away from Email Marketing, etc.
So, all menus should be reordered.
- This commit will reorder the menus of the app switcher in order to reduce
the distance between correlated applications,
and bring the most common apps upward.
- And in this commit we have left gap of 5 subsequent sequence for further new menus.
PR: #69984
TASK ID: 2513082
Related: odoo/enterprise#17989
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
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
William Braeckman