Commit Graph
36 Commits
Author SHA1 Message Date
William Braeckman 3d10c7c708 [IMP] project,*: improve project UX
* = 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>
2021-10-28 15:27:36 +00:00
Xavier BOL (xbo) 83fc2139a2 [IMP] base_setup,project: remove module_pad field in settings
Since the etherpad is removed from #76467, the module_pad field is
useless in the settings for Notes and Project apps.

This commit removes this field.

task-2643861

closes odoo/odoo#78830

Related: odoo/upgrade#2958
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
2021-10-22 17:34:36 +00:00
Cedric Prieels (cpr) 1ec2b3c0b0 [IMP] project: improve project updates
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
2021-09-06 10:41:13 +02:00
William Braeckman 25f8554426 [IMP] project: add project stages
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.

Closes odoo/odoo#73648

Task ID: 2581575

Related: odoo/upgrade#2646
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
2021-08-23 07:45:56 +00:00
Xavier BOL (xbo) 70d7f31d58 [IMP] project: add task dependencies feature in project settings
This commit brings a new feature for the Project App and project
configuration. This feature is called "Task Dependencies" and it allows
to the user to determine the order in which to perform tasks in a
project.

task-2387984

closes #66740
2021-03-12 14:15:36 +01:00
Krina Oza de2edd2bb5 [FIX] sale_timesheet,project: Removed links to the documents
In this commit the links to Time Billing and Customer Rating's documents
in timesheet and project respectively are removed.

TaskID:2411098

closes odoo/odoo#63035

X-original-commit: 158e94692c1d2d5a533180238273060343263e95
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-12-08 14:52:25 +00:00
Martin Trigaux 1658473bf2 [FIX] *: rephrase, correct typos
Courtesy of Transifex's translators for reporting bad/unclear sentences.

closes odoo/odoo#62564

X-original-commit: 9b3b2e8d711e3be75b1faffaf6f4f8f4ec90186e
Related: odoo/enterprise#15038
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2020-11-30 07:07:58 +00:00
IEL 3c7694b409 [FIX] *: fix image parsing error on saving res config
WHAT: apply 93a7695f65baf00d1f82481d6a2a97e6c11940a8 for all res.config.settings
menus

WHY: the same reason as in 93a7695f65baf00d1f82481d6a2a97e6c11940a8:

	When saving, a read is called. By default, read has
	bin_size to true to avoid performances issues.
	It will return the image size instead of the content

it may lead to image dissapearing or "Incorrect padding" error

HOW:

    find . -iname "*.xml"|xargs grep "\"context\".*'module'" -l | xargs sed -i "s/\(\"context\".*'module'.*\)\}/\1, 'bin_size': False}/"
    git checkout  -- addons/base_setup/views/res_config_settings_views.xml

---

PR for General Settings: https://github.com/odoo/odoo/pull/47297

opw-2346644

closes odoo/odoo#61215

X-original-commit: 7c55efa88b72bd1f3f0f32f7f738e2fda5aa4abd
Related: odoo/enterprise#14547
Signed-off-by: Ivan Yelizariev // IEL <yelizariev@users.noreply.github.com>
2020-11-02 18:25:20 +00:00
Swapnesh Shah b07f2d31d2 [FIX] *: update document links
Before this commit, links to the documentation were referenced the
previous version, 13.0, instead of the current one, 14.0.

Eventhough there is a redirection done by NGINX of a "versionless" URL
to the latest one (e.g. /documentation/user/general/auth/google.html
-> /documentation/user/14.0/general/auth/google.html as of today), the
goal is to keep links owrking for users that will still be using the
14.0 in three years (and should not endup on the 17.0 doc).

closes odoo/odoo#60228

X-original-commit: 7ac08486d91d0ff0151abeeda057ffa6beda72e8
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2020-10-19 07:03:01 +00:00
Kevin Baptiste 1b62bd9508 [IMP] project: add recurring tasks
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.

closes odoo/odoo#55517

Taskid: 2172156
Related: odoo/enterprise#12246
Related: odoo/upgrade#1604
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-08-12 08:39:32 +00:00
Hardik Prajapati 63cbe8678a [IMP] project,sale,hr(_timesheet): Generic improments for project
Done the below several improvement on project:

- move the stage description and tooltips to the debug mode
- remove the 'need assistance' tag
- Change the app description in manifest file 'Organize and
plan your projects.'
- Change the burger menu sequence into: Edit/Delete/Share/Set Cover Image
- change the description of the pad feature into, 'edit tasks
  description collaboratively in real time. see each author's
  text in a distinct color.'
- add the following tooltip for the allow_billable field,
  'invoice your time and material from tasks.'
- add an fa-stopwatch icon in front of the Start & the Stop buttons
  in task's form view
- rename the 'validate time spent' modal into 'confirm time spent '
  + increase the size of the description field
  + this field should not be required
- project overview: rename 'Hours recorded' into' Recorded Hours'
- project form view: disable the creation for the portal users field
- Rename the 'ready for next stage' kanban state into 'Ready'

TaskID: 2232051
Related Enterprise PR: https://github.com/odoo/enterprise/pull/9961

closes odoo/odoo#49694

Closes: #49694
Related: odoo/enterprise#9961
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-06-24 11:10:33 +00:00
Yannick Tivisse (yti)anddmonzonis dadcec593d [IMP] project: Improve global UX (back2basics)
Improve the onboarding of new users and clean a few screens.

Task ID: 2237996

closes odoo/odoo#50284

Related: odoo/enterprise#10536
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Co-authored-by: dmonzonis <mod@odoo.com>
2020-06-02 12:11:57 +00:00
Benjamin Frantzen (bfr) e4a4ffb974 [IMP] customer ratings flow improvements
- 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
2020-05-08 12:17:20 +00:00
Kevin Baptiste 58a90952ed [IMP] project: improve usability (back2basics)
* 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.

closes odoo/odoo#47306

Taskid: 2209133
Related: odoo/enterprise#9141
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-04-08 14:29:50 +00:00
Rémy Baranx (bar) bbd4391c15 [IMP] various: update of documentation links in res.config
Purpose
=======

- Change the font-awesome icon from fa-book to fa-question.
- Change the icon color to text-secondary (the same than the multi-company
  icon).
- Adjust the icon size to the uppercase text size.

closes odoo/odoo#47210

Taskid: 2209062
Related: odoo/enterprise#9116
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-03-18 09:53:15 +00:00
Rémy Baranx (bar) 7485177be1 [IMP] various: add documentation links in res.config
Purpose
=======

A 'book icon' link to the documentation of a feature has been
added in its settings panel, when it is useful (complex feature).

Add a nightly test that parses all the res_config_settings views
from the base one and checks that all documentation links are still valid.

Add the o_doc_link class to all documentation links to be able to easily
catch them if needed.

closes odoo/odoo#45813

Taskid: 2180574
Related: odoo/enterprise#8601
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-02-28 10:47:15 +00:00
Yenthe666 78ae3da902 [IMP] *: set name element on main containers in configuration views
This will improve the extendibility of view inheritance

closes odoo/odoo#41398

Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2019-12-09 10:38:59 +00:00
Parth Choksi ebaa132d5d [IMP] various: Clean settings UX (back2basics)
TaskID: 2028958

closes odoo/odoo#35551

Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2019-08-21 12:12:33 +00:00
Geoffroy Larue 400f769796 [REM] project, hr_timesheet: remove date_start
Remove date_start in project.task model, because it is not
useful. Now using date_assign instead for reporting.

Add two ids in settings views to refer from enterprise modules.

closes odoo/odoo#31101
2019-02-15 08:48:55 +00:00
Hetal Dhanak b8f7df1a6a [IMP] project: Clean timesheet related fields on task form
-Moved the share Button to the dropdown Action menu as it was better suitable there.
 -moved sale order item field to extra info as it was better suitable there.
 -changed display of settings for project to give it organized look.

Related Task ID: 1928422

closes odoo/odoo#30310
2019-02-05 12:09:14 +00:00
jem-odoo 3e1207c4ac [IMP] project: task log settings 2018-08-13 17:32:22 +02:00
jem-odoo 772bebede5 [MOV] project,hr_timesheet: move project_time_mode_id field
'project_time_mode_id' is the field used to determined the UoM to
use when logging timesheets. It is not used in project alone, but
in timesheet. Moving it make sense, and does not cause any problems.
For now, no UI allow the end user to change it: it is set with the
Hours UoM (hardcoded).
This is a technical move to prepare the feature that will allow
people timesheeting in Days or Hours.

Task #39079
2018-08-13 14:33:48 +02:00
qsm-odoo ed1b18f103 [REF] *: BS4, adapt col-related classes
col-lg-* -> col-xl-*
col-md-* -> col-lg-*
col-sm-* -> col-md-*
col-xs-* -> col-*

col-lg-offset-* -> offset-xl-*
col-md-offset-* -> offset-lg-*
col-sm-offset-* -> offset-md-*
col-xs-offset-* -> offset-*

col-lg-pull-* -> order-xl-1
col-md-pull-* -> order-lg-1
col-sm-pull-* -> order-md-1
col-xs-pull-* -> order-1

col-lg-push-* -> order-xl-2
col-md-push-* -> order-lg-2
col-sm-push-* -> order-md-2
col-xs-push-* -> order-2
2018-07-27 12:36:54 +02:00
Hiral Bhavsar 9cabc3170e [REF] project: remove settings to (un)install timesheet
Purpose is to limit the uninstallation of modules without being clearly
notified of it. In project ticking timesheet may have a great impact
depending on modules already installed: sale_timesheet, timesheet_grid,
...

We therefore decided to remove those options from settings to prevent
users from uninstalling it.

This commit is related to task ID 1841221.
2018-05-31 14:58:40 +02:00
jem-odoo 528136c1b6 [IMP] project: update forecast module description in settings 2018-01-29 10:10:54 +01:00
jem-odoo c667853f59 [IMP] project: add hook name to extend settings view 2018-01-29 10:10:40 +01:00
Christophe Simonis cb50970f3f [MERGE] forward port branch 11.0 up to eefe879a37 2018-01-25 15:41:45 +01:00
Nicolas Martinelli eaa73beaaa [FIX] project: add project_time_mode_id
When creating a new company, it was not possible to set the 'Project
Time Unit'.

Add the field in the settings and add a default value.

opw-805533
2018-01-23 11:03:18 +01:00
jem-odoo 0f08bafd00 [FIX] project: bad help message in settings 2017-12-12 14:06:29 +01:00
Jérome Maes 95698bd408 [REM] rating_project: kill the module and move feature in project
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.
2017-12-12 14:06:29 +01:00
Christophe Simonis c703a2a0c3 [MERGE] forward port branch 11.0 up to d279a3e6d5 2017-11-16 17:55:37 +01:00
Nicolas Lempereur 6e4d2e36aa [FIX] base_setup,etcie: translate left setting menu
In left menu used for switching between "apps" particular menu, the
apps names were not translated.

This commit use the "string" attribute which is translated instead of
"data-string" fallbacking on data-string (so things still work without
updating the module).

opw-781728
closes #20972
2017-11-16 07:51:17 +01:00
Fabien Pinckaers b7cb6fe536 [IMP] project: misc typos 2017-11-03 21:13:13 +01:00
Olivier Colson 0556b7fe31 [FIX] account, base_setup, crm, event, google_calendar, hr, hr_attendance, hr_expense, hr_payroll, hr_recruitment, l10n_be_hr_payroll_fleet, mass_mailing, mrp, project, purchase, sale, stock, website: rename the actions leading to settings to "settings", for breadcrumbs
Before that, the breadcrumb used the name of the action called to access the settings view, which sometimes did no correspond with the settings tab that was actually used.
2017-10-02 15:15:14 +02:00
Deep Patel 98748a93c0 [FIX] res_config: Fix several layout issues on config views
- subscription settings are broken and show up at the bottom of any setting page: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrra01leUZ1Wnczbms/view?usp=drivesdk
- don't put setting item of the app you are configuring at the top of the list: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrdXEwUmFWTTlLd1E/view?usp=drivesdk
- hide empty sections when searching not in debug mode: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrVGFOa0FKVmtNTWs/view?usp=drivesdk
- when installing Invoicing, setting item should be Invoicing and not "Accounting": https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrWGQwY1ktaXlNSUk/view?usp=drivesdk
- app labels: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrreXlNTXZnbU13aFk/view?usp=drivesdk
- coupon programs links: duplicate in sales + no link at all in website: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrraTV1YTNPdWU2VUE/view?usp=drivesdk
- delivery methods: links are duplicated in sales settings https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrczR5X1FOUllUZHM/view?usp=drivesdk
- add subtitles to all the carriers in sales settings: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrS1NXXzhwRTFQV2c/view?usp=drivesdk
- inner options should never be in bold:
	customer account: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrMnpualBta2x6dU0/view?usp=drivesdk
	phone validation: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrraHJrYngtaGJ6T2s/view?usp=drivesdk
	signature & payment: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrWTJ3dVBuTzNONlU/view?usp=drivesdk
	bill control: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrRy16UkdTWWdrdDQ/view?usp=drivesdk
- make similar settings look the same through all the apps:
	taxcloud: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrraGlVWmNXRjJ5WEk/view?usp=drivesdk
	pricelist: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrQ2pwVmtEZXM1SWM/view?usp=drivesdk
	multi-currencies: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrTFNWTTJpcS1XbnM/view?usp=drivesdk
	shipping costs: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrM2hKdk5XRy1WTjg/view?usp=drivesdk
2017-09-29 14:12:03 +02:00
Yannick Tivisse 781a03b2bc [IMP] res_config: Update file names, xmlids, class names according to guidelines
Now that we only have one model (res.config.settings). Uniformize everything according to the guidelines.
2017-09-01 13:03:18 +02:00