Without write permissions, Time Off Managers are unable to approve
nor refuse leave requests. It seems there was a mismatch with
`hr_holidays.group_hr_holidays_user` as "Approvers" and actual users
at some point.
Bug reported via p/feedback by CMO and LEM after v14.0 migration.
closesodoo/odoo#62084
X-original-commit: 7c32f977aa5233d47ba6aebef56dc70f7b7b9bac
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
On the user rights screen, we can't choose responsible.
It shouldn't be visible.
SPECIFICATIONS
A "Time off Responsible" rights will be implicited as a checkbox in debug mode.
Also, changed "Manager" by "Approver" on Time Off type settings.
LINKS
PR https://github.com/odoo/odoo/pull/56807
Task-2314833
closesodoo/odoo#56807
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2 record rules have the same id, which is typo.
opw-2242566
closesodoo/odoo#49938
X-original-commit: cdd0d02a160b10e90c8fc7569ff2ca99ea879f89
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
Purpose
=======
Avoid to show to much information to leave responsibles.
Specification
=============
- Dynamically add/remove the leave_manager_ids on the group
group_hr_holidays_responsible, on employee creation/modification
- Retrict the available employees when creating a leave. For
manager/users : Everyone. For responsibles: The employee for
who the user is responsible. Otherwise: Only me.
- Don't obfuscate the leave name on employees for who I'm the
responsible.
- Add a new SQL view for "Everyone" report. To select only the
information we want to share instead of showing the hr.leave
model directly.
closesodoo/odoo#47659closesodoo/odoo#49765
Taskid: 2206862
Related: odoo/enterprise#9239
Related: odoo/enterprise#10021
X-original-commit: 781147dcaf1552b8f2ab687ed73034b8fd1f7352
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
ir.rule are default values but can be customized based on the
company's policy and needs.
This is typically a record that is in noupdate as should be
customization-friendly.
Purpose
=======
We want to allow different approvals for allocations and leaves of a same type.
e.g. In case of compensation days, a manager would approve the
allocation request, but would later not approve leave requests.
Specification
=============
Allocation modes
----------------
No change here except renames.
1. No limit (employee doesn't need an allocation to request a leave)
2. Allow employee requests
3. Fixed by Time Off Officer
Allocation approval
-------------------
A radio field to choose the approval mechanism
appears if the employee is allowed to request an allocation.
The following approval modes are possible:
1. Time Off Officer
2. Employee's Time Off Manager (leave_responsible_id)
3. Employee's Time Off Manager and Time Off Officer
These options are the same as leave approval options
(except the missing "No Validation").
If option 1 or 2 is selected, a o2m field should
allow to select which Time Off Officer is responsible
for approving those allocations.
Allocation approval policy is the same as the leave approval policy.
Task id: 1936742
Access rights based on task 1950998
Purpose
=======
Having a clean policy in leave access right. If there
are some internal need or bugs, read this before decided
if it is an expected brhavior or not. It is what we want
in a standrard point of vew.
Specification
=============
Access rights Policy
--------------------
Remove Time Off - Team Leader access right
Leave_manager_id is now requried, by default it
is = parent_id for admin it is admin by default (data
employee_admin)
3 access rights:
- Internal User
- Time Off - All Approver
- Time Off - Administrator
3 fields for "manager"
- parent_id
- leave_manager_id
- manager_id on department
Department
Is just there for information. So never use it in
default filters
Rules Policy
------------
Don't forget to take the leave type configuration into
account
* no validation means automatic
* officer validation means you need to be at least
holidays_user to approve
* manager validation means anyone who is at least
leave_manager_id can approve
Internal User
-------------
In double validation mode he:
- can only do the first approval
- can see the everyone's leaves with a anonymisation of
the leave description
- can create a leave (even if leave type is directly approved)
- can refuse its own leaves (till not reported in payslip)
- can reset to draft his own leaves and reconfirm them
- can delete a leave in draft state
- can cancel a leave if the date_start is in the future
- cannot validate its own leaves
If leave type is configured in manager mode, he:
- can approve or refuse the leaves if he is leave_manager_id
If leave type is configured in both mode, he:
- can only do the first approval or refuse for the leave
if he is leave_manager_id
Time Off - All Approver
-----------------------
In double validation mode he:
- can only do the second approval
- can see, write, read all leaves and perform the second
approval.
- Can set a leaves as reported in payslip.
- Cannot validate its own leaves
- cannot configure leave type
- cannot create leaves in batch
Time Off - Administrator
------------------------
In double validation mode he:
- can do all the approvals
- can bypass all leaves (approve or refuse).
- can configure Time Off Types
- can create batch leaves
- can validate its own leaves
Menu
----
- My Time Off (access rights: internal user)
- Dashboard
- Time Off Requests
- Allocation Requests
- My Team (rename into "Everyone", access rights: internal
user. default filters on current year and group by
employee; default view: gantt can switch to list and form)
- Managers
- To Approve (internal user who are leave_manager_id
see and can approve. See only leave he has to approve
(domain))
- Time Off
- Allocation
- All
- Time Off
- Allocation
- Payroll
- Time Off to report.
- Reporting (access right: time off administrator)
- Time Off Analysis
- Report by Department
- Configuration (access right: time off administrator)
Usability
---------
- In all list of "manager menus", add actions to change
status in mass
- In leave type data:
- move Home Working from data to demo data
- There are 2 Paid time off, get rid of the company on
it and share it on all companies (keep only the one
in data)
- Leave type like this:
- Overtime Compensation/compensatory days (keep only
one of both, to avoid having 2 same leaves in
demo data). Validation by: team leader and hr
officer, no validity date
- Paid Time Off 2019. Validation by Team Leader
and Payroll Officer. Remove validity, remove 2019.
- Unpaid. Can be taken in hours. Approved by Payroll
officer and team leader. No allocation needed.
- New leave request: order of leave type in the m2o:
1. leaves where allocation are fixed by rh and remaining
> 0 and allocated > 0
2. leaves where free allocation. Where reaming is > 0
and allocated >0
3. One already taken
4. All other leaves.
- Remove the sequence widget in leave type
- The employee should get a notification when his leave is
refused "Your "leave_type_name_" planned on "start_date"
has been refused"
- from the dashboard calendar, the reset to draft should lead
to edit (avoid user has to click on edit)
- An employee should be notified when a leave is approved
"Your [leave_type_name] on [start date] has been approved"
Leave Dashboard V2
------------------
https://drive.google.com/file/d/1pMCqDlecqM7ngvmhJJdWtkG2_GiXHyIX/view?usp=sharing
Testing
-------
Everything concerning the leave requests has to be tested.
All the access rights have been reviewed and need testing.
Migration
---------
Don't forget to keep the filters in the calendar view (otherwise RIP perfomances and usability)
TaskID: 1950998
closesodoo/odoo#33813
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose
=======
Allow the user to select the allowed companies for which he wants to see records
on top of selecting his current company.
It is confusing for users to see the records from the company he is connected to
and the records of the children companies.
Instead of using the hierarchy of companies to access records across companies,
the user can now select (from his set of allowed companies) the companies for
which he wants to access records.
/!\ This means that the user will interact with records from company A when in
company B.
Example: a SO has been created and confirmed in A. When in B, I create the
invoice from it.
Specifications
==============
1/ Deprecate the parent/children hierarchy on the res.company model. The fields are
kept on the res.company model to ensure the retro-compatibility, but won't be used
accross the standard code anymore. The only functional usage for this mechanism
was to allow to see records from several companies by creating a virtual parent
company, which will be possible with the new mechanism.
2/ By default, a user will only see the records of the company he is connected
to (or records without a company). (It is still editable by the user if needed).
For that, put this information in the user context, to allow having different
configurations on different browser tabs. Instead of having domains like
['|',
('company_id', '=', False),
('company_id', 'child_of', user.company_id.id)]
you'll have something like
['|',
('company_id', '=', False),
('company_id', 'in', company_ids)]
Note that the 'company_ids' is a value that is passed in the evaluation
context on the record rule, as we already have user, or time.
company_ids is a list of the ids of all the enabled companies in the
user's context.
3/ Out of the generic improvements brought by this task, this will illustrate
issues that could exist since several versions. For example, it should not be
possible to create a scrap order for the company A with a package of the company
B, or it should not be possible to create an invoice on the company A with
payment terms from the company B. Before the version 12.0, it was easy to
encounter this kind of issues as the admin was the SUPERUSER_ID. A positive side
effect of the fact that the SUPERUSER_ID has become an inactive user was to
make it more difficult to introduce mismatch on the records, but haven't solved
the issue, as it was still possible to do it with parent companies
configuration. Some of these issues have been fixed in this commit, but all the
business flows should be re-tested to check if an ir.rule should be introduced
(eg: a multi company rule for stock.quand.package), if the company of a record
is correctly transfered to another record created from the first record (eg:
From a SO, create an invoice and a payment, the company of the sales order
should be transfered on the invoice and the payment, even if the company of the
sales order is A and I'm logged into the company B with the company A enabled.
4/ Currently, if I click on a button on a notification email (example 'View
Task'), I face a traceback if I'm not logged into the company of the record.
Now, if you click on a button and if you have access to the record, the correct
company will be automatically set.
5/ If I display a kanban view with several records from several companies (and
an image), all the images should be displayed.
6/ Currently if you copy paste an url, this will crash if you're not in the
correct company. This won't be fixed because it's quite impossible to do it in
a clean way. This task brings a workaround. Copy/Paste -> Traceback -> Log into
the correct company, re-copy/paste -> Ok.
7/ 2 property methods have been added on the environment to retrieve the company
on which the user is logged in and the companies the user enabled, on a specific
tab.
That way, when creating a record, instead of doing
default=lambda self: self.env.user.company_id
do
default=lambda self: self.env.company_id
On the other hand, to retrieve the enabled companies, do
companies = self.env.company_ids
8/ Modify the Company Switcher widget to allow to log into another company
WITHOUT writing on the res.users (and thus bringing cache invalidation issues
and so on). Also allow to enable several companies and see records from several
companies, and independantly of the other browser's tabs.
9/ When focusing on a tab, save the current company configuration on the local
storage. That way, when doing 'CTRL+T' or a middle click, the context is
propagated to the new tab.
10/ Improve the error message in case of multi company access errors. Now, when
the user is in debug mode, display the related names of the records and the name
of the user who brings the issue.
11/ Remove the context erasing when writing on a res.users
This is probably coming from the migration to new API of the base module.
The context was not propagated at this moment, which was a common mistake at
that time. When migrating the module, probably by using the 'black box' method,
as the context was not propagated, it was erased on the new version. This is
now an issue because the context (i.e. the enabled companies) was erased when
writing on a res.users, leading to tracebacks.
See: https://github.com/odoo/odoo/commit/7eab8e26d3d46c53f4be924d6a34e80a66e74960#diff-4c2e738ee8f64f11806c889ea097b5e7R624
12/ Fix the crash manager on redirect warnings. The issue is the following
- Create an invoice on a company without a configured CoA.
- Set a partner
- On the onchange_partner_id, a redirect warning is raised to propose you
to configure a CoA
- Click on 'Go to the configuration panel'
- A generic warning says something like 'Do you want to discard your changes?'
- Click on yes, the page refreshes, but not on the redirect action.
Now, set correctly the action on the hash, and reload instead. The breadcrumb is
lost for example, but you reach the correct action at least.
13/ Introduce a res.group to enable/disable the multi company per tab
feature.
14/ To help the users to know which tab is in which company, add the
possibility to have a favicon per company. When creating a company,
the classical 'O' icon is colored by default in a random color.
15/ Remove the company switcher on the frontend. This was mainly there
to allow a user to swicth to the company linked to the website.
This behavior is now transparent to the user. If the website A is
activated, then the company set on the context is the company of the
website.
16/ Deprecated the _company_default_get method on the res.company
model. Remove the method _get_company on the res.users model.
17/ Add 'allowed_company_ids' and 'current_company_id' on the pyeval
context. You can now use those variables on domains in the views to
access directly to the activated company.ies on the current tab.
TaskID: 1960971
closesodoo/odoo#32341
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
- `hr.leave` and `hr.leave.allocation` should have the same record
rules, otherwise leave approval behavior can be unpredictable.
As a Holidays Team Leader:
For example you could see the approve button on a leave but cannot
approve it because the `_check_holidays` fails
closesodoo/odoo#31620
Signed-off-by: Christophe Simonis (chs) <chs@odoo.com>
- Allow users with the "Holidays Team Leader rights" to approve the
leaves of the employees they manage.
closesodoo/odoo#31586
Signed-off-by: "Christophe Simonis (chs)" <chs@odoo.com>
Currently, group Team Leader does not imply group user.
However a team leader is always a user and should be member of
the corresponding group.
closesodoo/odoo#31539
Currently, a Team leader can't approve a leave of an employee
in his team if the leave type requires an allocation.
The reason is the `ir.rule` for `base.group_user` restricting allocation
read access to only your own allocation (`[('employee_id.user_id', '=', user.id)]`)
There are no `ir.rule` for group Team leader.
Therefore, a team leader can't read allocations for his team members.
Fix: add an `ir.rule` to allow a team leader to read allocations
of employees in his team.
+ add associated tests
Purpose
=======
Access group terminology is missleading. Yous have to be manager to administrate
an application. This task consists to rename groups to be understandable for everyone.
Groups should be reorganised on the users form to be more explicit.
Specification
=============
1/ Rename 'Manager' to 'Administrator' in users groups.
2/ Define a hierarchy on access groups by using the category_id in the manifests
A category 'Operations/Project' will create a category Project with a parent
category 'Operations', and something smart is already developed (in modules/db.py)
to avoid duplicating categories.
3/ Add a group in expenses to be able to approve expenses reports for my team.
4/ Add a group in timesheets to be able to approve timesheets for my team.
5/ Remove partially the useless crap in ir_module_category_data.xml
6/ Sort access rights groups on users form according to its parent category
closesodoo/odoo#29362
Signed-off-by: "Yannick Tivisse (yti)" <yti@odoo.com>
Purpose
=======
We need to use an international word to define holidays and leaves, rename everything into Time Off.
Employees needs a good dashboard and leaves summary
Specification
=============
1/ Add a new dashboard: https://balsamiq.cloud/sm5j0d/pg5w04r
Create a new dashboard with a calendar and a summary of all time off and time off request
2/ Rename leaves into Time Off everywhere
3/ Improve general usability
TaskID: 1916871
closesodoo/odoo#29634
Purpose
=======
1/ A team leader is not able to validate leaves for his own team.
2/ Another person than the manager can be supposed to validate the leaves for a certain employee
Specification
=============
1/ New hierarchy: Team Leader < Officer < Manager
People in Team Leader access group will now be able to approve leaves for employees in their team.
- Added the new access group
- Added rules for people in this group to read or write appropriate records
2/ Add 'leave_manager_id' field on employees to refer to the Team Leader.
- Added the new field to Employee model
- Added the field to the view so that it is visible
- Modified a filter in a view so that it is more relevant according to its name (My Team Leaves)
- Added a filter in a view for managed employees
TaskID: 1888653
closesodoo/odoo#28352
Purpose
- clean access rights;
- solve some access and security issues;
Access specifications
- an user
- can see all leaves;
- cannot see name field of leaves belonging to other user as it may contain
private information that we don't want to share to other people than
HR people;
- can modify only its own not validated leaves (except writing on state to
avoid bypassing validation);
- can discuss on its leave requests;
- an Officer
- can see all leaves;
- can validate "HR" single validation leaves from people if
- he is the employee manager;
- he is the department manager;
- he is member of the same department;
- target employee has no manager and no department manager;
- can validate "Manager" single validation leaves from people if
- he is the employee manager;
- he is the department manager;
- target employee has no manager and no department manager;
- can first validate "Both" double validation leaves from people like "HR"
single validation, moving the leaves to validate1 state;
- cannot validate its own leaves;
- a Manager
- can do everything he wants
In top of that, multi company rule are correctly added.
In reporting model using in "summary" name field should also be stripped
if you are not an HR officer and if it is not your own request.
Concerning allocation requests: implement same rules except constraint on
name field as it is less private and therefore can be seen.
This commit is linked to task ID 1876795 and PR #26656.
This commit was not correct and was a quick fix to avoid blocking daily use
of odoo saas-11.3. Next commit will fix access rights and enforce their
definition through more detailed tests.
This reverts commit ae34db3221.
This commit is linked to task ID 1876795 and PR #26656 .
Before this, CRUD leaves was limited to department
After this, we go back to what was in 11.2: CRUD for the whole company, and children of it
OPW 1878869
closes#26516
We need to have a clear distinction between holidays managers and
holidays officers.
For this a number of improvements have been done in hr_holidays.
For more informations about the changes see the docstrings of hr.leave
and hr.leave.allocation.
Task #34222Closes#19270
Purpose
=======
Have a clear distinction between leave and allocation requests instead of
using the same model to mix 2 different concepts.
Splitting the model will allow different business code to be run on each
model as allocations and leaves are not exactly the same thing; this
will add some code but simplify future improvements
Specification
=============
1/ Completely separate the models
Model hr.holidays has been split into leave.request and
leave.allocation.
2/ Make reporting working again by using an SQL view aggregating data
from leaves and allocations
A new report has been added in order to aggregate
datas from both allocations and requests. The views have been modified
accordingly.
If a leave request is refused by the manager, the button reset to draft is displayed, but the employee cannot use it because he doesn't have the write access rights on his own leave requests
In 'refuse' state, all the form is readonly, but the employee should be have to reset his own leave to draft to modify it and re-submit it.
PURPOSE
=======
For each and every Hr application there should be one user category (One app = one category).
SPECIFICATION
=============
HR remains as it is : Employee, Officer, Manager
Each Application should have 2 access rights: User and Manager. Example for Recruitment:
- The user has access to the recruitment process
- The manager has access to the job position configuration
Each Application should grant the employee user access right (Namely the 'HR Officer')
Several modules defines records with the external ID `base.foo_bar` while it is
created inside this module (typically menus and groups).
While there is no technical reasons to do so but this may introduce issues:
- these records will not be deleted during uninstall
- if a language is loaded before the installation of the module, it won't be
translated
The uninstallation will only remove the records with an external id linked to
this module (these would only be removed when removing base).
Installing a language before the module will drop the translations not linked
to an existing external id (as it can not be resolved).
This commit correct all the external ids tagged as from base or other incorrect
modules.
- added encoding to xml files
- replace search_read() with search() for _search_absent_employee()
- fixed setting first date of current month as default value for wizards
- reduce calls to <dict>.get()
Arnaud Baes