This commit show alias_name field span in read only, whether it is emtpy
or not. The field is displayed in bold if not empty.
task-2722863
closesodoo/odoo#82649
Closes: https://github.com/odoo/odoo/pull/82065
X-original-commit: bbc4ff1059d161414ef4338981eb015871ac46c5
Related: odoo/enterprise#23445
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of this commit to hide rating warning in project task
stage form view.
So, in this commit add customer ratings group to rating warning
div.
task-2696911
closesodoo/odoo#80232
Related: odoo/enterprise#22470
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of this commit to remove one 'Gross Margin' stat
button from project form view.
So, in this commit remove one 'Gross Margin' from project
form view.
task-2722863
closes odoo/odoo#82551
Closes: #82068
X-original-commit: 9010dc99f2c3bb1f7ec73cb0a7475f81f649d1da
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
The purpose of this commit is, to add keyboard shortcut
to multiple actions.
So in this commit, added keyboard shortcut to several actions
in project, sale_project, web_calendar and added smart action
in command palette on statusbar.
task-2655790
closesodoo/odoo#79805
Related: odoo/enterprise#22267
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
This commit adds a rating text field called `rating_avg_text` to display
a text based on the value of `rating_avg` field in `rating.mixin` model.
Here is the text displayed based on the value of `rating_avg`:
1. 'Satisfied' if the `rating_avg >= 3.66`
2. 'Okay' if the `2.33 <= rating_avg < 3.66`
3. 'Dissatisfied' if the `1 <= rating_avg < 2.33`
4. 'No Rating' if the `rating_avg < 1`
Before this commit, we use the `rating_percentage_satisfaction` field to display
the customer satisfaction of the project. The problem is this field is
not really a rating average. This field returns the percentage of
satisfied ratings over the total number of ratings.
This commit changes the using of `rating_percentage_satisfaction` field
by the `rating_avg` to only use the rating average to really know if
globally the customers are happy of a project or not.
task-2671848
Closes#81027
Before this commit, we don't have any filters to the models using the
parent.rating.mixin to know if the customers are globally satisfied or
not to the projects for instance.
This commit adds the `rating_avg` field to compute the average of all
ratings linked to the parent model (in our example, `project.project`
model). This field is also used in the project search view to add 3
filters.
1. satisfied: projects with an average customer satisfaction between 66%
and 100%.
2. okay: projects with an average customer satisfaction between 33% and
65%.
3. dissatisfied: projects with an average customer satisfaction between
0% and 32%.
Another filter is added to find all projects without any ratings linked,
called `No Rating`.
task-2671848
Closes#81027
Beforer this commit, we display a emoji to show if the customer is
satisfied, okay or not for the task via the last rating value. The
problem is we use only the value for the last rating for each task.
This commit uses all ratings for each by using the average of rating
value for each task to know if all the customers that done a rating are
satisfied or not.
Moreover, we add 4 filters in the project.task model using the average
of rating values.
1. Satisfied => rating_avg >= 3.66
2. Okay => 2.33 >= rating_avg < 3.66
3. Dissatisfied => rating_avg < 2.33
4. No rating => show the tasks without any ratings.
task-2671848
Closes#81027
Prior to this commit:
- When no user_id were set on the project, a with blank space was shown at
the bottom right of the kanban card.
After this commit:
- When no user_id is set on the project, the kanban status is move at the
bottom right of the kanban card.
task-2703632
closes odoo/odoo#82190
Closes: #80691
X-original-commit: 5bfea889d46ff66d4f2edd56449203943d7d040c
Signed-off-by: Xavier <xbo@odoo.com>
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Before this commit:
- The name of the company was appended to the name of the Internal Project,
having it even when only one Company was in the database.
After this commit:
- The name of the company will only be appended by the name_get when more than
one company is present in the database.
task-2608812
Closes: #79926
Related: odoo/enterprise#20514
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
In this commit, we add the 'rating' field to the list view of 'project.task'.
Also, make the field optional and hidden by default.
rating_text field will be used to search tasks and tickets by rating text.
closes#78973
task-2667754
Related: odoo/upgrade#3031
Related: odoo/enterprise#21880
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
-if an analytic tags are inserted on the project, it will be added to the timesheet /invoice
analytic tag.
-In this commit, analytic tags field is added on project in order to gain in
granularity.Those tags are passed to the invoice lines generated from the
project's SO lines.
-set the analytic account and analytic tag of the project by default on its tasks.
-added string 'Analytic Tags' analytic_tag_ids field on task.
closes#78973
task-2667754
Prior to this fix:
- Archived users are no more shown in the assignees
After this commit:
- All users, including archived ones will be shown in the assignees.
task-2703358
closesodoo/odoo#80783
X-original-commit: d6092e318e04619313851276865b333afd264aad
Related: odoo/enterprise#22689
Signed-off-by: Xavier <xbo@odoo.com>
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of the commit is to improve the generic UX of task
and project views.
task-2590412
closesodoo/odoo#75509
Related: odoo/enterprise#20423
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of this commit to improve generic UX for the project app.
So, In this commit done following changes:
- add 'subtask_effective_hours' and 'total_hours_spent' fields in the page of
subtask in task form view.
- change invisible attrs to column_invisible attrs for block_by page in task
form view.
- add 'task in progress' subtype for project.task and move 'stage changed'
subtype above 'task blocked'.
- remove the 'is_close' field and all its references from project.task.type.
- unarchive all of its tasks when the user unarchives the task stage.
- sort projects on 'is_favorite'.
- internal users following the project automatically follow its updates and
their notification preferences propagated accordingly.
- duplicating a task will duplicate all of its subtasks.
- move parent task field in extra info page of task form view.
- change the label of 'edit' to 'view' in the burger menu of project kanban view.
- user can delete task without sale_order validation error.
- add constraints for 'seller_ids' field.
- add remaining_hours_so field in task tree view.
- add unusual_days in task calendar view.
- add 'no content helper' in action of burndown chart.
task-2536044
closesodoo/odoo#74018
Related: odoo/enterprise#19880
Related: odoo/upgrade#2801
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Co-authored-by: Kartik Chavda <kcv@odoo.com>
The project overview is a significant technical debt
as it is a custom qweb view. It is quite limited:
It is not possible to group the data, to filter on dates,
SOs or Field Service projects.
Improving this is very difficult and would require weeks
of development that are not worth it.
In any case, all the information provided by the project overview
can be found elsewhere. The stat buttons of the report are basically
duplicates of the ones from the project form view.
Therefore, we are removing this report and its twin,
the Project Costs and Revenues.
In addition, analytic items lack context for the user to understand
what generated a certain cost or revenue:
there is no link to the source document;
the entries are not categorized (e.g. it is not easy to understand
if a cost comes from a timesheet cost, a purchase order or an expense);
the billable type group by works fine for timesheets but then all
the other entries are flagged as Undefined, which is not very helpful;
there is no option to easily isolate costs from revenues.
task-2646234
See odoo/enterprise#20936closesodoo/odoo#76553
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Priori to this fix:
* The domain provided to the invisible member of the attrs was wrong
as it was using the '=' operator.
After this fix:
* The domain provided to the invisible member of the attrs is using
the 'in' operator.
task-2691562
closesodoo/odoo#79800
X-original-commit: e69012541dbba5a98a3b847c78b2ac17455601b3
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Prior to this commit:
* Although the display was correct in enterprise, the look was awful in community.
After to this commit:
* The icon is colored in both comunity and enterprise and the text is always visible.
task-2531428
closes#73581
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of the commit is to improve the customer rating report
of the project app.
So in this commit, done the below changes:
- remove the project and task measures
- switch the rating value and the count from place in pivot view
- remove the default group by rated operator, keep it fot grap view
- reorder the some fields on form and list view
- use the badge widget for the rating field and the color code is applied to the form view
- add some demo data for the feedback field in list view
- center the information vertically in kanban view
- move the 'customer ratings' menu item below the 'project costs and revenues' one
- add the following filters: My Projects, My Team
- reorder the group bys and rename 'Resource' into 'Task'
- reorder the search fields
- project kanban card
- the ratings % is represent the average satisfaction rate of the ratings submitted in the last 30 days (including today)
- change the tooltip to: Average satisfaction rate for the last 30 days
- the 'customer satisfaction' stat button display the last 30 days rating on the project.project
and this stat button should open the kanban view by default instead of the list view
task-2531428
closes#73581
Before this commit, when the task has a user assigned to a task and the
current user wants to assign himself to this task. He cannot see the
'Assign To Me' button because this button is only visible if the
`user_ids` field is empty.
This commit changes the visibility of this button to show this button
only if the current user is not yet assigned to the task.
task-2633229
closes#77156
X-original-commit: cfba241bada2b3690b4303b7e01747301925d162
This commit will indicate 'fa-lock private' for the 'Project' field for private tasks in the following views: list, calendar popover, kanban, activity.
Previously, this field was left blank.
Task-2657697
Closes#77870
Prior to this fix:
The project update stat button is duplicated.
After this fix:
The project update stat button is no more duplicated.
task-2684233
closesodoo/odoo#79347
Signed-off-by: Xavier <xbo@odoo.com>
* = hr_timesheet, sale_project, test_main_flows
Smaller changes:
- Projects created on the fly (through `name_create`) will now come with a
default `new` stage in order for them to not be empty.
- Removed task auto assign upon creation besides in FSM's 'My tasks' menu.
- Allow the reordering of projects without needing to group by
anything.
- Make `project.task`.`description` and `project.tags`.`name`
translatable.
- Disable the creation of records in the view when clicking on `Tasks
in recurrence` stat button.
- Track the planned date of the task in the chatter
- Disable the creation of records in the view when clicking on
'invoices' stat button and add the kanban view to that action.
- Make milestones completely available to regular project users.
- Remove the 'Documents' button in the project's kanban settings menu.
- Add kanban, pivot and graph views to the 'Hours Recorded' stat button
on projects
- Add the calendar view on the 'Hours Forecast' stat button on projects
- The 'Sales Orders' stat button on the `project.project`'s form view
will now display the amount of sales order linked to the whole
project. So the one linked to the project itself if it exists + all
the tasks. It will also open them, form view if 1 else list view.
- Fix a typo in the settings 'projets' => 'projects'
- The analytic account of the project will now be assigned to the
sales order when a task is created through the 'Create a task in an
existing project' option.
Changed the portal task view to include a sidebar similar to sales
orders, with a simple menu leading to different parts of the screen.
Changed the `project.task` 'rating' stat button:
- The icon will now represent the latest review.
- The action will directly lead to the record's form view if there is
only 1 rating.
- Make some fields readonly in the form view.
- Display the % of satisfaction instead of the number of ratings.
Reorder all stat buttons on the `project.task` form view in this order:
- Products, Worksheet, Sales Order(s), Invoices, Ratings, Hours
Forecast, Parent Task, Tasks in recurrence, Tickets, Quotations and
lastly Customer Preview
Make the status of the project editable directly through the kanban
view. A new widget has been added to handle that properly. When editing
the status through that means, a `project.update` will be created with
the current date and the appropriate status. In addition to that a new
status has been added (only on `project.task`, not `project.status`)
namely `to_define` in order to differentiate new and running projects.
Projects now start with the `to_define` status.
The `project.project`'s rating stat button has been changed in the
following ways:
- The icon will now change in function of the satisfaction percentage,
smile above 66%, meh between 33% and 66% and frown below 33%.
- The color will also change depending on the rate, smile is green, meh
is orange and frown is red.
- The ratings will now be in function of the last 30 days instead of
all time and the action will also filter on those 30 days.
- Change the action name from 'Rating' to 'Ratings'.
`project.project` ticket stat button:
- Will now open the form view when there is only one record.
- Added the activity view.
- Disable the creation of new records.
- Rename the action to 'Tickets'.
Closes: odoo/odoo#75269
See: odoo/enterprise#20334
Task ID: 2611006
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Currently, projects that are 'on hold' stage are represented in grey in
the kanban progress bar while the colored dot on their card is in blue.
In this commit, we change the color of the 'on hold' stage into 'info'
instead of 'muted'. After this projects that are 'on hold' are display
blue in the kanban progress bar as well.
Task-Id:2633273
closesodoo/odoo#78761
X-original-commit: 0886c10d5f276aca2539060ffaa047780a408354
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
purpose of this commit is to display the project name and task
to the right of the div in the activity view.
before this commit, the project name and task displays next to
the many2many_tags div in the activity view.
closesodoo/odoo#78738
Taskid: 2646204
X-original-commit: bb9734fbf761c3c11be0226cbe4da9d764ccbf74
Related: odoo/enterprise#21817
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Currently there is border visible under only the 'description' notebook.
So in this commit we removed that border.
closesodoo/odoo#78240
task-2648148
X-original-commit: 43f2ae777d59430acfc3973cb57f8a76cb29129b
Part-of: odoo/odoo#78444
With the modification introducted in the PR #62577, create recurring
subtask was no more allowed.
This commits reverts this limitation and adds tests to verify this
behaviour.
PR : #77126
task-2522076
X-original-commit: f6b12588757bd7f2d7802264fc7cd1aaae4c6c57
Activate the new opt-in option for the collaboration
on some html fields.
closesodoo/odoo#77160
X-original-commit: 504bbafc1d6183e7e8e0a326d1e90eddce6410d7
Signed-off-by: David Monjoie (dmo) <dmo@odoo.com>
Purpose of this commit is to hide the project_id field on
form view of sub_task
Taskid: 2645909
Closes: odoo#76555
X-original-commit: 403fbccfffcebb77b4c8bfdfcc48c4e08efe1da3
Part-of: odoo/odoo#77006
Currently the 'Assign to me' button is never visible on form view
of the task.
So in this commit visible the button only when user_ids is Fasle on
task.
closes odoo/odoo#76967
Taskid: 2642872
Closes: #76312
X-original-commit: 6f96898160bb219427d5c5b23195ef8563e732a8
Related: odoo/enterprise#21072
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
This commit adds a stat button representing the number of dependent
tasks, the current task is blocking.
This is the inverse relation of "Blocked by".
task-2638359
closes#76166
X-original-commit: d841e4a7e25fd56c49c0cd3b51994a7fda4cbc8b
Before this commit, we rename the 'Edit' button into 'See more' but we
prefer to directly edit the project when we click on this button
So, it is to have 'Edit' as name and directly enter in the form view of
the project in edit mode.
This commit renames the button into 'Edit'.
task-2638359
closes#76166
X-original-commit: e960b2966bdd16f369df9fbd8e4cf372c37bd37a
This commit improves the project updates panel and the data reported
in the update description.
This commit prepares the removal of the project overview feature.
PR : #72736
See odoo/upgrade#2706
task-2545084
Previously, all costs allocated to a task were associated, if set, to
the analytic account of their project.
This commit adds a deeper level of granularity, as the user will be able
to override the project analytic account and add analytic tags.
When creating timesheets or creating account move line related to SO
linked to a task, the analytic account of the task is now taken into
account rather than the one defined on the project. If an analytic
account is set on the SO, it remains the default account used.
If a task is related to an SOL and an invoice line is created from this
SOL, the analytic tags of the task are also given to the account move
line.
If different analytic account are linked to a same SOL through the
project using this SOL or the tasks using this SOL, than no default
analytic account is set on the invoice line.
PR : #70527
task-2458135
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
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, 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>
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>
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>
Kartik Chavda