PURPOSE
Review the tips and digest layout design to make sure they have a WOW effect
and increase trial conversion/retention.
SPECIFICATION
“Customize tasks and stages according to the project”
See code for specifications.
LINKS
Task ID-2274264
COM PR: odoo/odoo#53580
ENT PR: odoo/enterprise#1139
X-original-commit: bd2cd2ca4e4fd1fa99d6a97b8af291363e4b1d84
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>
PURPOSE
Make digest email and tips more appealing. The goals of these tips are
* to encourage the adoption of other apps (Did you know ?);
* to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
* to show social proof and increase trust (emphasis on already existing
projects / customers to);
SPECIFICATIONS
Improve existing tips to be more inlined with new digest styling.
LINKS
Task ID 2197417
PR odoo/odoo#51619
Co-Authored-By: Elisabeth Dickinson <edi@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
Purpose
=======
Even if the routes are correctly updated and the existing data is
correctly updated, the emails that were already sent to the customers
will be problematic, as we will provide a value which is not handled
anymore (10 for example).
To provide a retrocompatibility, deprecated the old route and
introduce a new one.
closesodoo/odoo#46296
Taskid: 2083096
Related: odoo/upgrade#889
Related: odoo/enterprise#10312
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
- Rename the 'Use Rating on Project' feature into 'Customer Ratings'
- Rename the 'Set Email Template to Stages' link to 'Set a Rating Email Template on Stages'
- Add an optional list view for the Stages menu
- display warning if the rating_template_id field is set and if one of the selected project_ids doesn't have the rating_status field set to true
- Project form view revamp
- rename the '% on tasks' stat button into 'Customer Satisfaction'
- Remove the 'no option' for the rating frequency field because it is required
- project form : Add a 'Go to Website' stat button
- Project dashboard: remove the 'Customer Ratings' menu item in more
- Ratings page: the 'Last 30 days' filter include ratings from today
- remove the Appointment / Helpdesk Customer Satisfaction / Live Support menu items
TASK ID : 1251
If there isn't any customer set on the task, the current behavior
will display 'Hello False,' in salutation rating email as intro.
This commit will fix it by display only 'Hello,' if there isn't
any customer set.
Task ID 2238816
closesodoo/odoo#50366
X-original-commit: e7b71c6e497aa8d823181440333f371f1da5ade8
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
* Reword tasks in the sample project
* Add a "Create and Edit" button on the project creation modal
* Open the file chooser in "Set a cover image" if there are no images
set
* Correclty display the kanban state button on archived task
* Add a button to list the tasks when deleting a project
* Open file chooser for cover image: Automatically open the file chooser
when setting a cover image on a task if there are no attachments to chose
from.
closesodoo/odoo#47306
Taskid: 2209133
Related: odoo/enterprise#9141
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Currently when the timesheet is filled by the timesheet syncronization
app then it was not going to display the demo projects to project
selection dropdown due to restricted domain and demo data of timesheet
was not properly appear in timesheet app
So updated the demo project in such way that it should display the demo
project's and task to the timesheet app.
Added the demo project to the favourite list of the admin so it should
appear on the selection of the timesheet App and modify the sale's order
project and task so it should display the proper data to app.
closes odoo/odoo#47570
Taskid: 2194361
Closes: #47570
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
Ease edition of digest tips by adding a name.
SPECIFICATIONS
Add a name on digest tips. Even if technical and not send to customers it
allows to see them at a glance in list view without having to guess their
content.
LINKS
Task ID 2214325
Com PR odoo/odoo#47416
Related: odoo/upgrade#933
Related: odoo/enterprise#9167
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
RATIONALE
Mail template model holds a field telling odoo mail engine to automatically
add the current user's signature to the body. Its use depends on the use
case
* using the template in the composer on a single record: it is displayed
in the rendered template in the composer, meaning people could change it.
This behavior is interesting as it allows to see the email content;
* using the template in the composer in mass mail mode: it is not displayed
as only the raw jinja is displayed. It is therefore not obvious that it
will be appended to the body of the mail. People could add it manually and
have 2 signatures as a result;
A mechanism automatically adding a signature to sent emails when posting a
message is already implemented and is based on template existence. If a
template has been used when posting, no signature is added in sent emails.
Otherwise it is automatically added. This behavior should not change.
Behavior will therefore be
* use a template -> specify signature usage in it manually through jinja;
* do not use a template -> signature added in sent emails;
SPECIFICATIONS
Remove user_signature.
Update template body accordingly. In customer oriented templates that are using
it and do not already contain it, manually add a call to user.signature within
the jinja code. When set to False, just remove its declaration.
Quickly clean some signature integration.
LINKS
Task ID 2089252
Community PR odoo/odoo#39482
Enterprise PR odoo/enterprise#6459
Upgrade PR odoo/upgrate#761
Related: odoo/enterprise#6459
Related: odoo/upgrade#761
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Michaël Mattiello <mcm@odoo.com>
Co-authored-by: Thibault Delavallée <tde@odoo.com>
* Code cleanup
* Avoid a safe evaluation of the field value when loading those records.
closesodoo/odoo#44883
Related: odoo/enterprise#8283
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Purpose fo the task is to improve the UX of timesheet, project and task.
Done the chages for below point:
- improve the stage demo data to unified the project stage
- on the task timesheet 'sub-tasks hours spent' should be clickable
and on click, it will display the list of subtask timesheet.
- display in warning tasks for which Remaining Hours < 0 if Planned Hours > 0 in task list view
- improve the settings of collabrative pad and planning and project form view
Task-2129052
closes odoo/odoo#41092
Closes: #41092
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this commit, when user land after clicking on the smiley in the
e-mail for rating, user cannot change its rating. Its click limits the
available choice.
Now users will be able to choose rating and write feedback before submitting
its rating.
Task ID 1936849
Closes PR #33979
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Shreya Thakrar<sht@odoo.com>
Purpose of this commit is to remove of the legend_priority field in the crm
and project addons since they are not used anywhere.
Those were initially introduced at dd343c8633 . Purpose was to be able
to customize displayed label of priority field used in kanban view in
replacement of standard string. However kanban view does not support it
anymore since whatever web refactoring and this feature will not be
reintroduced. Let us therefore remove the fields.
Linked to task ID 1935620
closesodoo/odoo#33444
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Tag name should be "Need Assistance" instead of "NeedAssistance".
Task-1891795
closesodoo/odoo#32146
Signed-off-by: Jérome Maes (jem) <jem@openerp.com>
Purpose: use more email_formatted when possible, clean and simplify
email_from, email_to and partner_to computation.
Next step is to try to extract some common patterns in tools or methods in
order to simplify template creation and customization.
Related to task 1972615
Linked to PR #32872
This code was to be removed in saas-7 (which went the way of the dodo)
project_time_mode_id is now only on hr_timesheet
This was creating an ir.model.data entry with res_id=0 (not record found).
A ir.model.data without id triggers a warning in the trans_generate method when
trying to export the translations of the module project (where the reference
fails to be resolved)
The mail.message.subtype model contains a field internal,
which decides if the messages are visible to external users or not.
Such a value should not be overriden at module update,
so all subtypes should be in noupdate.
opw 1946043
closesodoo/odoo#32214
Signed-off-by: Nans Lefebvre (len) <len@odoo.com>
Removed current onboarding mail which was send when module was installed.
It is considered as not necessary now that we have a digest module sending
KPIs and tips by email.
This commit is related to task ID 30655 and PR #18318.
Purpose of commit is to implement KPIs about opened tasks for project
digest emails. Opened tasks are nor archived nor in a final stage. Those
are added in the default digest template.
A tip is added to remind to use the mail gateway.
This commit is linked to task ID 30655 and PR #18318.
* Update demo data sheet for barcode
* Modify product "Book: Office Renovation for Dummies:
- Name: "eBook: Office Renovation for Dummies"
- Image:
- Internal category: All/Services/Saleable
* Tips internal reference
* Product 10.0 % Discount =
- Name : "10.0% discount on total amount" (no space between 0 and %)
- Internal reference : 10PERCENTDISC
* Free product - large cabinet
- Should be a stockable
- in category All/Saleable/Office Furniture
- Name : Free Gift - Pencil Holder
- Picture
* Desk Customizable :
- Change its website sequence (should be displayed first in the shop)
* https://github.com/odoo/odoo/pull/25263
* Need to clean attributes and attribute values and attribute categories :
- Attributes, keep : Brand, Color, Dimensions, Legs, Weight
- Attribute Category : Rename Storage into "Material"
* Events
- Suppress Functional Webinar and Technical Training
* PoS Categories :
- Suppress
- Create PoS Category : Desks (put desks in it)
- Create PoS Category : Chairs (put chairs in it)
- Create PoS Category : Miscellaneous (and put all other products in it)
* Products available in PoS
- Remove : Air Flight, Car Travel Expense, Bpost domestic bpack 24h pro, Bpost World Express Pro, Customer Care, DHL USA Delivery, DHL USA -> International, Deposit, Expenses, Fdex International, Fedexs US, Hotel Accomodation, Restaurant Expenses,
* Product:
https://drive.google.com/a/odoo.com/file/d/1KjxcB88aDfe8qAzIpFlkBmMj5ekA9eIf/view?usp=drivesdk
Timesheet : description to update https://docs.google.com/spreadsheets/d/1nB8l8pFcRXRFnudgDJVyZZp3McaHNovlyvY0jE1ZZ54/edit?usp=sharing
* Project : less projects, more tasks
Remove "Internal - GAP Analysis", "Internal Projects"
Rename Support into After-Sales Services
Task to rename: Data import + Doc ==> Office planning
Move the task Internal Training from "Support" to "Office Design"
* AGR Project : add the following tasks and link it to the right SO line
Decoration : SO Line ==> Senior Architect
Planning : SO Line ==> Senior Architect
Furniture SO Line ==> Senior Architect
Furniture Delivery : not linked to an SO line
* Marketing Automation
Partnership offer ==> to rename into "Commercial prospection"
Steps to rename:
Offer free trial ==> Offer free catalog
After 7 days (if not yet partners) ==> After 7 days (if not yet customers)
Message for sale person ==> keep the same
* Mass mailings:
http://nimb.ws/zrKsZ9http://nimb.ws/CbNpwd
* Events:
Suppress Functional Webinar and Technical Training
Tracks to update : https://docs.google.com/spreadsheets/d/1sKkJrltXY3Gz7ue3mVysZxaWGybKpx5fIhgUBnhbNDs/edit?usp=sharing
* Helpdesk
Rename team into Customer Care
Create 2 tickets in default team
Urgent : Kitchen collapsing (assigned to admin) : link to the task SO053: [SERV_585189] Customer Care (Prepaid Hours)
No pririoty : Where can I download a catalog ? (not assigned). Ticket type = question
PURPOSE
=======
1. Unified product demo data
2. Less demo: one per use case
3. Demo data for all models
Specification
=============
1. Refactor all the brol in the demo data
2. Adapt the tests to make them green, as some products are
renamed, removed, created in python instead of as demo data
...
Today, Odoo is really tricky to use without seeing the screen, it must be improved to be usable.
This PR forbid to use labels without a "for" attribute, add some title, rule and aria attributes in HTML. With that, Odoo will be fully usable with a screen reader.
* [IMP] Labels must have a for attribute. Improve accessibility.
* [IMP] Better error message when trying to read a missing cached value
* [FIX] Add some aria-label and title attributes for screen readers.
* [FIX] Template name is not included in the error message in case of SyntaxError in QWeb
* [FIX] Improve the Tour failed at step error message to be more explicit.
* [IMP] Add aria-labels
* [FIX] Add missing aria-label on failing test
* [IMP] aria-hidden means hidden. Fix all bad aria-hidden and hide aria-hidden for all.
* [IMP] Color names on kanban views and many2many tags
* [IMP] Add some checks on views for accessibility.
* [IMP] Add `alt` attribute on `img` tags.
* [IMP] Add aria-label and title on non-described icons
* [IMP] Add button role to widgets with btn class
* [IMP] Translate aria and formatted attributes.
* [IMP] Remove wrong aria-labelledby
* [IMP] Add menu role on dropdowns
* [IMP] Buttons must be focusable
* [IMP] Add aria attributes on progress bars
* [IMP] Improve accessibility of basic widgets
* [IMP] Change main layout to more semantic tags
* [IMP] Add menuitem role when missing
* [IMP] Remove wrong role='presentation'
* [IMP] Improve accessibility of tab panels
* [IMP] Add aria-invalid on invalid fields
* [IMP] Add aria-sort on ordered columns
* [IMP] Add role on alerts
* [IMP] Use dialog role, header, main and footer tags for modals
* [IMP] Add labels on o_status
* [IMP] Improve accessibility of kanban view with feeds and articles
* [IMP] Add alerts in case of new messages
* [IMP] Add widget, navigation or img role to aria-labelled items
Purpose of this commit is to enhance quality of templates proposed by Odoo
and make them use notification layout when send by emails. Those emails
are cleaner and more up to date compared to other emails.
Including
* reception acknowledgment template is moved from demo to data to ensure
people have a template to copy and use for their stages;
* improve layout of rating request template;
* use notification layout when sending template-based emails;
* rename the admin spam template so that templates are correctly ordered
when viewing them in list;
This commit is related to task ID 51122 (and PR #24052).
In order to restrict some uom field to some uom category, it is required to
add a measurement type on uom.category. Also, this will lessen the use of
master data.
Some technical justifications:
- measure_type is not required, to allow people creating their own
uom.category. Those ones will not interfere with addons business.
- measure_type is unique: we restrict to only one category containing
time, weight, ... in order to avoid mismatch category during conversion.
(2 different weight categories can not be converted).
- measure_type on uom.uom is stored: to allow search and domain on
field, we need to store it. Usually, UoM are not updated every day,
and the number of uom in a database is not that important.
To illustrate this mecanism, a domain is added on
'project_time_mode_id', in project module. This field
is use as timesheet default uom, and we obviously want to
restrict it to time category (timesheeting in liter does
not make sense ...)
Task #1820076
'remaining_hours' is defined in project as a simple
float field, manually updateable, only displayed
when the group "Time Estimation on Task" is activated.
But for now, there is no setting to active this group.
Those are legacy useless stuff, so we can remove it.
The purpose is to make 'time estimation' feature only
available when timesheet is installed.
Thie commit also split the compute methods of
'remaining_hours' and 'progress' fields to make
'remaining_hours' updateable, though inverse method.
Without splitting the compute method, the calculation
of the progress was done correctly during onchange
but not when saving.
Since e9734f4975 assignation is now a notification sent in the
inbox or by email to the newly-assigned responsible. It is therefore
considered as not necessary to link a subtype to the assignation itself.
Indeed having it logged in the discussion history as a classic tracking
in addition to the notification is considered as sufficient.
In project module the task opened subtype was linked to task creation and
task assignation. This subtype is now used only for task creation. It also
fixes a strange behavior. Changing assigned user in an ongoing task was
trigerring the task opened subtype which was strange. This is not the case
anymore.
This commit is related to task ID 60790. Closes#23244 .
Moves UoM models, test and data to a new addon in
order to be able to use uom without product.
A simple example is be to be able to use UoM for
timesheets.
This commit only move code, and adapt xml ids
without chaging any feature or functionnal
behavior.
Note: 'product' module now depends on new
'uom' module.
Purpose
=======
In a business point of view, it make no sense to merge record. if someone want really to merge record they have to do this manually to think about all corner case. What about id sent to the customer ? what about timesheet ? what about business ?
The idea of the task: remove this feature in both app, project.task and in helpdesk
Specification
=============
Remove both features
"Merge Selected Tickets" in helpdesk
"Merge Selected Tasks" in project.task
Impacted modules: project, rating_project,
sale_service_rating and website_rating_project.
Removed modules: rating_project and sale_service_rating.
Move code to empty 'rating_project' module, in order
to kill it.
Code is not modified, simply copy/paste at the right
place in 'project' module code.
However, 'enable rating on task' options is convert
into a res.groups that can be activated from the
project settings.
Purpose
=======
User tests have been made by the Product Owners team. It showed that the planners are not used by new users on Odoo due to several reasons (They are too static, too heavy to use,...)
Specification
=============
Remove the module and its different applications. The onboarding on the business flow will be improvement in the weeks to come.
Not used since a while, remaining of old res.request. Requests have been
removed at 881a76dbcf . Links have been kept because still
used in some reference fields. It seems the last use was in OpenERP v9.0
in crm_claim module. As links are not used since a while let us get rid of
it.
This field was needed because a rating could be sent to a customer for a task or an issue.
This was buggy, because if a template was set on a shared stage between tasks and issues, the rendering could crash, generate an email with wrong piece of information, and so on.
By removing this field, we can also remove some ugly code that was needed to make that distinction.
Anousone Phaysomphot