Major changes:
- New start and expiration dates
- Remove field Contract Status
- Simplified because use of sale_timesheet
Reason: complete rewrite of the Sale module.
Responsible: fp, dbo, nim
Among a lot of views tweakings and cleaning, some changes are listed here.
product
- add currency_id, taken from the company
stock
- procurement request and inveotry adjustement wizards now correctly work
on product and templates with 1 or more variants. With one product the product
field is readonly, with a template and/or a product with variants the
product field is limited to the existing varians.
- valuation and cost method fields on the templates now come from property
fields defined on the template, or from property fields defined on the
product category. It allows to define those fields directly from the
category.Among a lot of views tweakings and cleaning, some changes are listed here.
membership
- details not visible in the default product view. However there is a specific view
to use in (membership / configuration / create member product)
Main changes :
- mail.notification model is removed. People do not receive notifications
anymore. Instead two ways of following documents exist
- using a channel; messages will be displayed on the channel itself
in a near future commit
- following with its partner; messages will all be considered as
needaction, using a new m2m table. People should receive less
needaction messages by following less records by themselves.
There is no more read / unread state anymore. Instead only needaction
messages are considered. Todo (Favorites) messages still exist, and are
stores on a new m2m table instead of using decorated notifciations.
- the main filter for documents is not message_unread anymore, but
message_needaction. A lot of views and filters have been updated
accordingly.
- the vote feature has been removed
[REM] portal_project: move ALL the things
- move portal access rights from portal_project and website_project_issue to project and project_issue
- move portal menuitems back to their respective module
- remove public visibility of projects
- adapt demo data to have a 'Demo Portal' project
- add correct access rights for account.analytic.line for portal users
- small view tweak (do not display 'timesheet' tab if one can't see antyhing in it anyway)
Project form view: some cleaning in the settings tab (use technical group, put
timing fields on the group_time_work_estimation_tasks).
Light cleaning of the tasks form view.
Light cleaning of the issues form view.
project_timesheet: timing fields put in gorup_time_work_estimation_tasks group to
be coherent with previous changes.
concept of default / common stages.
However as the link between stages and projects is still a many2many
it is still possible to have shared columns. It is however not the
standard way of using stages.
Members were not used in project, except for the now removed faces library.
Statistics can still be computed based on task or issues responsibles
instead of adding all members of a project.
Indeed you could have members that did not actually work in the project
making it difficult to differentiate with followers. Now the concept
of members is removed. Followers is sufficient for communication.
The new field will be the real date of assignation.
Don't use start_date for this purpose anymore.
Arranged fields in group to prevent view glitch
mentioned in task 19579.
- removed message_summary, a field that computes html containing the number
of unread messages. This field was used only in kanban views. Probably that
in earlier versions of the kanban view this field had a use; however now
we can directly use a counter and use it in the kanban templates.
- message_unread_counter is added, a counter of unread messages computed
in the same time as message_unread. It is now used in kanban views.
Views of several addons have been updated.
Modification summary:
KNOWLEDGE
get rid of the module Knwoledge, keep Document Management for docusign, which will be name eSign when merged
SALE/CRM
– Phone Calls becomes Calls, remove scheduled calls menuitem
– Merge Sales/CRM menuitem into Sales/Sales
– Page Views into scoring page views
– Configuration : Attribute, Attribute value in technical features
LEAD AUTOMATION
– Group Campaign and segment
– Report : Move Follow-up into it
WAREHOUSE
– Move traceability menuitems into inventory control
PROJECT
– Service, move it to Configuration, get rid of Products menu
– Invoicing : remove it, there are stat buttons, and contracts are managed in sales.
Timesheet :
– Timesheet profit, rename into Profits.
Rebasing a merge commit with a lot of conflicts is a real pain as every
non-automatic conflicts should be redo manually (especially when there
is a lot of file rename that git cannot follow)
- remove unnecessary copy() method from project/res_partner.py
- remove old methods on project.project
- progress is not used anymore on project.project
- use clickable statusbar for project states
- remove _resolve_project_id_from_context
- rename project.category becomes project.tag to be more explicit
- remove old methods on tasks
- issues: remove option fetchmail_issue
- Several Modules have been splitted into several apps
Examples :
Human Resources : Splitted into Leaves, Recruitment, Expenses, Appraisals, Timesheets, Employees, Payroll
Marketing : Mass Mailing, Events, ...
Messaging : Chat, Agenda, Notes, Address Book, ...
- Generally, the related reports have been moved in the apps, as last menu
- Also, configuration menu (no_one group) have been moved into a config root menu
exception made for the warehouse and lunch modules
- Configuration for typical frontend modules have been moved into the website settings
Related modules : Ecommerce, blog, slides, forum
- When they are present, menus like 'product' or 'customers' have been moved
ex : Customers in Sales menu, Product in POS menu
- A lot of sequences and xmlids have been added or modified in this commit
- List of apps :
1 Chat : Inbox, Channels
2 Agenda : Calendar
3 Notes
4 Address Book : The view contact is still laying in the mail module (1 app => 2 icons)
5 eCommerce : Still to define : Config + Orders Analysis + Shipping + incoming Amazon module
6 Sales : Dashboard (Sales Team Kanban), CRM, Sales (note that they are splitted into 2 submenus)
Assignation, After-Sales (Invoicing and Services), Reports
7 Point of Sale : Dashboard (POS status), Orders, Reports
8 Project : Dashboard (Project Kanban), Search (all tasks, issues), Incoming Forecasts module, Reports
Project.issue.version feature has been removed completely
9 Members : Dashboard (Members Kanban), Report, Config
10 Timesheets : Time Tracking, Approvals, Reports
11 Purchase : Purchase, Control (Products and Bills)
12 Warehouse : Dashboard (Warehouse Kanban), Operations, Inventory Control, Schedulers, Configuration
13 Manufacturing : Same menu structure
14 Mass Mailing : Mailings, Campaigns, Reports
15 Events : Events, Reports
16 Lead Automation : Campaigns, Reports
17 Surveys : Surveys, Reports
18 Human Resources : Dashboard (Departments Kanban), Employees, Contracts, Engagement (Gamification)
19 Recruitment : Job Positions, Applications, Resumes & Letters, Reports
20 Expenses : Expenses, Approvals, Reports
21 Leaves : My Leaves, Approvals, Reports
22 Appraisals : Appraisals, Interview, Reports --> Will probably be modified by the incoming refactoring
23 Payroll : Current Menu
24 Lunch : My Lunch, Manager, Configuration
25 Accounting : Same menus currently, waiting the new accounting to be merged
26 Fleet : Current menu
27 Sign : Incoming docusign module
28 No root menuitem with this sequence
29 Attendance : Attendance, Reports
Sign in/out by project feature has been removed completely
30 Link Tracker (group_no_one) : Link Tracker, UTMs
New view added : URL Shortner, which is the frontend view embedded in backend
31 Versionning : Website domain, Versions, Experiments
32 Slides (group_no_one) : Channels, Categories, Slides, Tags
33 No root menu item with this sequence
34 Livechat : Channels, History, Reports
35 Dashboards : My Boards, Configuration
36 App Store : Local Modules, Apps, Updates
Last Settings : Incoming Dashboard Settings, Sales, ...., Website Settings
General Pattern for all modules' settings :
| Module_name
|-- Settings : General Config view (checkbox screen)
|-- Record setting 1
|-- ...
|-- Record setting n
Example for Sale module
| Sales
|-- Settings : Checkbox screen
|-- Quotations
|---- Quotation Templates
|---- Report Layout Categories
|---- Contract Template
|---- Invoice Type
|-- Contract
|---- Deduplicate Contacts
|-- Delivery
|---- Delivery Methods
|---- Delivery Pricelist
The tasks list view "act_project_project_2_project_task_all"
always displays inactive tasks ("'active_test': False" in context).
Both the link in the kanban and the button in the form
leading to this list view should therefore counts both
inactive & active tasks.
opw-628672
Yannick Tivisse