BEFORE: sms templates from these modules become inaccessible if any module from
the list below is installed
* crm_sms
* event_sms
* stock_sms
* enterprise/account_followup
* enterprise/marketing_automation_sms
* enterprise/sale_subscription
those modules add security rules for sms.templates, which adds additional
conditions to get access: at least one security rule has to be passed. So, we
need to add such rules to give access not only to Superuser
closesodoo/odoo#64661
X-original-commit: 23c82340c1cbd3d5a25d5c2ecec6c7d0f988cd90
Signed-off-by: Ivan Yelizariev // IEL <yelizariev@users.noreply.github.com>
PURPOSE
Clean organization of templates in odoo apps: mail.template records in data,
qweb templates (views) used directly in code, notably using post with view.
Purpose is to ease future improvements in posting based on templates.
SPECIFICATIONS
* move those templates in their own file to ease their discovering and
maintenance;
* put them into data (as those are not views even if it contains qweb)
* guidelines are now :
-> Qweb templates should be in data/mail_templates.xml;
-> mail.template records should be in data/mail_template_data.xml;
* put their declaration in no update when not done if template has no
technical code or complex dependency on underlying code;
* move found mail data (mail.message.subtype or mail.activity.type) records
in a mail_data file that should contain only "core" records linked to mail;
LINKS
Task ID-2375767
COM PR odoo/odoo#61814
ENT PR odoo/enterprise#14775
UPG PR odoo/upgrade#1936
Before this commit, it was possible to activate the Advanced Presence
Control feature without any advanced feature enabled.
This commit enforces the selection of *at least* one of those option
(email or IP).
closesodoo/odoo#60498
Taskid: 2361870
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
This commit adapts the business code in which
class/module/function/method redefinition took place so that it no
longer happens and the pylint test passes.
Replace wrong usages of any(list|recordset), by any(generator)
to speed up computations, avoiding list creations and/or looping twice on a recordset
for nothing.
any([generator]) => any(generator)
any(filtered) => any(generator)
closesodoo/odoo#55768
Related: odoo/enterprise#12360
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Make the employee presence icons more descriptive.
Allow to quickly filter the Presence Reports based on the user status.
closesodoo/odoo#54527
Taskid: 2246447
Related: odoo/upgrade#1488
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
In this commit, the error message has been changed
because on clicking sms button it shows field value inserted
for Work Mobile. Hence word phone was changed to mobile.
task:2065143
closesodoo/odoo#36398
Signed-off-by: Romain Libert (rli) <rli@odoo.com>
PURPOSE
SMS are a powerful marketing tool. For instance it is perfect to announce a
sale or to communicate a coupon code, to welcome a new customer in a fidelity
program, ...
Purpose of this task is to integrate SMS sending in batch in mass mailing. It
will use same mailing objects but sending SMS instead of emails. Some metrics
and flows will have to be slightly updated at the same time.
SPECIFICATIONS
Clean the use and options of sms composer after FP feedback :
* see https://s.nimbusweb.me/share/3167586/ap1xpy95rz29a5cys576 as basis;
* globally, do not display invalid recipients, only valid / invalid count
as well as current selection / active domain counts;
* consider logging a note as default behavior when using the composer;
* simplify code: when doing a mass SMS, send SMS and attach a simple note
to the document;
Some other points
* make name of sms templates translatable;
* improve various wording, notably in sms widget;
* display error code in sms list view;
* update sms composer actions accordingly by correctly setting active id
or ids;
LINKS
Task 1997464
PR #34424
Original SMS addition: Task 1922163 (4287481)
The goal is to be coherent with the user property.
Actually, company_id and company_ids on the environment are no fields.
Calling env.company_id returns a browse record, not an id.
1/ web: adapt formatDate to handle NaN values
DashboardRenderer might return NaN for `Date` or `DateTime` fields if
their original value is null or incorrect.
2/ hr: add job_title in demo data
3/ hr_recruitment: link employee in the chatter for new recruits
4/ hr: remove employee documents in the model
5/ hr_attendance: improve resiliency of relative_time
6/ hr: display manager on res_users
7/ hr: change Address Book to Employee Directory
TaskID: 2009111
closesodoo/odoo#34180
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose
=======
There are currently multiple ways to determine if an employee is presence
or absent:
- login state (user status on chat)
- checkin/checkout from the Attendance app
- leave
- hr_presence (email, ip)
Those states are displayed in several different places and can be inconsitent.
e.g. Logged in -> green in the chat
Not checked in -> red on the employee kanban view.
The multiple ways to determine employee presence described above
should be aggregated together to have a better consistency.
Specification
=============
There are 3 presence states (previously defined in module `hr_presence`),
namely `present`, `absent`, `to_define`. They are now defined as soon as
`hr` module is installed.
The state computation can have several behaviors according to which apps
are installed:
1. `hr` is installed
Check employee presence based on login by default (only for employees with
a user).
Kanban state (private and public): should be green when logged in, red when logged out and
orange when the user is away.
Private employee form: Display a stat button "Connected" on the form view
when the user is logged in or "Last Activity xx/xx/xxx" otherwise.
2. `hr_attendance` is installed:
when the user is logged out, the state
is determined from the checked in/out state. But when the user is logged in,
consider the user as present (even if he checked out).
Kanban state: green for checked in, red for checked out
Private form view: attendance stat button.
3. `hr_holidays` is installed:
Has the highest priority if the employee is on leave.
Kanban state: red if employee is on leave.
Private form view: stat button "Absent Until xx/xx/xxxx" if employee
is on leave.
4. `hr_presence` is installed:
Two additionnal presence checking option: emails sent and IP address connected.
Once a user sent an email or the IP address was connected, he is considered
present for the entire day.
There should be at most one stat button on the employee form view, with the
relevent information.
Task id: 2024482
closesodoo/odoo#34933
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of this commit is to include SMS templates and the new sms messaging
API and methods in calendar_sms and hr_presence. Templates allow people to
customize the content of sent SMS. New SMS messaging API allows to track
notification status when sending SMS.
Related to task 1922163
Linked to PR #33510
Purpose
=======
While cleaning the stat buttons across all modules, we
decided to move the (un)archiving from stat button to
actions in the 'Action' dropdown.
Specification
=============
Remove the 'active' stat buttons in all views
* attendance, contract, fleet, holidays, maintenance, presence,
timesheet.
For the model 'hr.employee', replace the actions menu 'Archive/Restore'
by the stat button. That's why adapted changes regarding xpath.
Also rename the actions menu 'Time Off' by 'Time off'.
Linked to task 1984526
Related to PR #33720
Purpose is to prepare future improvements in mail and SMS module. In this
commit we apply some guidelines on XML Ids and file naming.
In mail cancel wizard code is separated from the resend one as they have
nothing in common.
More importantly ``sms.send_sms`` model is renamed to ``sms.composer`` to
avoid underscores (which is really really bad, take a look at
ir.config_parameter) and have a meaningful name.
Related to task 1922163
Linked to PR #34516
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
Co-Authored-By: Pierre Rousseau <pro@odoo.com>
The old tree views don't really exist anymore, this odd pseudo-flag to
dispatch between "list" and "tree" tree views has no reason to remain.
Task 1937686
closesodoo/odoo#31243
Signed-off-by: Xavier Morel (xmo) <xmo@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>
Commit d77ce4c introduced a new inherited kanban view
for employees.
However an other kanban used the same xmlid.
Only one is loaded.
This commit changes the xmlid for the new kanban view.
closesodoo/odoo#32567
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
General Purpose
===============
We want an 'Employee profile' gathering every data about an employee.
The main form view is modified to become this employee profile.
A user can also see his own profile through the Preferences menu.
The new profile replaces the current Preferences view if the hr module is installed
and the current user is linked to an employee.
A user should be able to see and edit his own profile.
*Problem*:
Many fields on hr.employee are protected by groups="hr.group_hr_user".
Therefore, a regular user cannot see or edit those fields.
This protection must be bypassed to allow read/write access
to the regular user's own data.
A similar mechanism already exists for res.users (for Preferences)
The better (least worst) solution found is to reuse this mechanism by adding related fields on res.users.
Pros:
- Don't change security access on hr.employee
- Don't implement yet another custom security layer, risking to add new security breaches
- A lot of fields are added by other modules on hr.employee.
It would have required to integrate them with the custom security layer.
- Fields added by other modules on the user's preferences view (normal view, not the profile)
are automatically included in the employee's profile view.
- Allow the hr.employee form view to be different than the user profile accessible
through the Preferences menu.
E.g. add custom buttons only relevant to the logged in user such as "Request a leave".
Cons:
- Each field from hr.employee that you want to appear on its profile
must be added as a related field on res.users
- Those related fields must be added to user's preferences view (duplicate views)
- They also must be added to SELF_[READABLE | WRITABLE]_FIELDS
Note:
When the front-end loads the views it gets the list of available fields
for the user (according to its access rights). Later, when the front-end wants to
populate the view with data, it only asks to read those available fields.
However, in this case, we want the user to be able to read/write its own data,
even if they are protected by groups (groups are kept on the related fields on res.users).
The front-end need to be made aware of those fields by sending all field definitions.
hr_attendance
=============
This commit integrate attendance in the new employee profile.
It also adds a stat button to this employee profile showing
the number of hours worked last month.
Remove the boolean computed field 'manual_attendance'.
This field is just a shortcut to add/remove the employee's user
in the "Manual Attendance" group.
The checkbox is confusing on the employee's form and this should
be done through the normal group management screens.
hr_presence
===========
Display the presence status on the employee kanban template.
The status is a colored chip which can be green (present),
orange (to define) or red (absent).
Currently, the presence status is only computed when accessing
the report view. As this commits displays it on the employee kanban,
it should be updated more frequently.
The state should not be updated every time the kanban view is loaded
since the computation is a bit heavy. Instead: add a cron to update
status every 15 minutes.
-> The status is accurate on the report view (status is still updated
when loading the view)
-> The status in accurate at 15 minutes on the kanban view
[ADD] hr_attendance_presence
============================
Bridge module between hr_attendance and hr_presence.
This commit integrates hr_presence module in the employee
profile and adds the presence status on the employee kanban view.
But hr_attendance adds at the same place a similar status icon for
checkin/checkout.
This bridge module makes the status from hr_presence invisible as
hr_attendance should be the main presence control mechanism.
Also, this commit adds the ability (through a new setting option)
for hr_presence to take into account checkin/checkout to determine
the presence status.
l10n_be_hr_payroll
==================
integration with employee profile
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
The hr_presence module recently introduced adds
a hook on the bus controller in order to execute
its very important and legally business, but this
hook brings an error as it forgot to propagate the
bus options.
Consequence: the bus_inactivity, responsible of the
bus.presence are not pass to super. So all user
appears offline.
closesodoo/odoo#28531
Ivan Yelizariev