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>
- 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
A previous commit modifies the way in which
date filters work in the Filters menu.
In particular, the attribute default_period of filters
with date attribute cannot take anymore values
like 'this_week', 'last_7_days',...
This commit modifies the xml acoordingly by replacing
the attributes date and default_period by a suitable
domain.
Task ID: 2028787
The filter parent_res_name was already in the original search view so
the duplicated one was not needed and caused to have two times the
filter in the search view with possible different behavior.
opw-1949559
closes#31707
Signed-off-by: Nicolas Lempereur (nle) <nle@odoo.com>
It is now possible to easily filter data using periods of time
(e.g. Creation Date: This Week). This adds greater flexibility to the search
view and has made some old filters become useless. In this commit, we alter
the search views in order to profit of the new framework possibilities.
We would like to make the "no item found" screens more appealing.
Before this commit, it shows a small help tip in the top-left
corner of the screen, just below the "Create" button.
With this commit, these help tips have been replaced by onboarding
screens, which consist of a picture and some text below, both of which
are horizontally centered.
The texts have been slightly changed, so that they are shorter and clearer.
Considered modules:
(A)
account,
account_asset,
account_budget,
account_test,
account_voucher,
analytic
(B)
barcodes,
base,
base_automation,
board
(C)
calendar,
contacts,
crm
(D)
delivery
(E)
event
(F)
fleet
(G)
gamification,
google_drive
(H)
hr,
hr_attendance,
hr_contract,
hr_expense,
hr_gamification,
hr_holidays,
hr_payroll,
hr_recruitment,
hr_timesheet
(I)
im_livechat
(L)
l10n_fr_sale_closing,
link_tracker,
lunch
(M)
mail,
maintenance,
mass_mailing,
membership,
mrp
(N)
note
(P)
payment,
point_of_sale,
post_mercury,
pos_restaurant,
product,
project,
purchase,
purchase_requisition
(R)
rating,
repair,
resource
(S)
sale,
sale_timesheet,
sales_team,
stock,
stock_account,
stock_landed_costs,
stock_picking_batch,
survey
(U)
utm
(W)
web,
website,
website_blog,
website_customer,
website_event_track,
website_forum,
website_quote,
website_sale,
website_sale_digital,
website_slides
Since rating in on project directly, and task
and issue are merged, we can simplify some domain
and replaced them by default filters.
The search domain will be less complex and the
performance will be better.
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.
Nisha patel