Commit Graph
185 Commits
Author SHA1 Message Date
Ipsita Borisagar 706247a605 [IMP] project: private task visibility for users
PURPOSE

In project, private tasks (with no project) are visible to other users even if
they have project admin rights.

SPECIFICATION

Private tasks will not be visible to other users even if they have project admin
rights.

Task-2656512

closes odoo/odoo#78601

Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
2021-10-29 13:22:41 +00:00
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
Kevin Baptiste d9e47e23ef [IMP] project: UX improvements
- Align colors of Project Update bubble's to kanban colors
- Allow Project User to manage Project Updates

TaskID: 2615316
Related: odoo/enterprise#20426
Related: odoo/upgrade#2773
2021-09-01 14:22:38 +02:00
William Braeckman 7563b448da [IMP] project: add personal task stages and multiple assignments
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.

Closes odoo/odoo#74087

Task ID: 2398734
2021-09-01 07:17:40 +00:00
Xavier BOL (xbo) 5d5be956f3 [IMP] project,hr_timesheet: enable project sharing feature when needed
Before this commit, the project sharing feature is enabled by default
when the Project app is installed but the user could never use the
feature and thus we add more access rights to portal user for nothing.

To avoid this, this commit removes by default all additional access
rights given by project sharing feature and adds this access rights only
when a collaborator is added.
If the user removes all collaborators for all projects then we need
to disable the feature. That is, we will remove the access rights and
ir.rule records added.
So, the feature will not really disable but we remove the additionnal
access rights and ir.rule records added with this feature.

task-2379518

closes #73341
2021-08-26 16:57:23 +02:00
Xavier BOL (xbo) a571faa3db [IMP] project: limit access to portal user in project.collaborator 2021-08-26 16:57:23 +02:00
Xavier BOL (xbo) a28cc6333a [REV] project: select access rights in project sharing
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
2021-08-26 16:57:23 +02:00
Xavier BOL (xbo) 0de3f3ace5 [IMP] project: allow portal user to see only active tasks
Before this commit, the portal user could see archived tasks by filtering the
tasks with the search view.

This commit adds a condition in the domain of the `ir.rule` for this user
to allow him to see only the active tasks.

task-2379518

closes #73341
2021-08-26 14:59:34 +02:00
Xavier BOL (xbo)andYannick Tivisse 5ea5ddafea [IMP] project: select access rights in project sharing
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>
2021-08-26 14:59:33 +02:00
Xavier BOL (xbo) 716f47d14b [IMP] project: give create/write access right to portal user
Before this commit, the portal users can only see the tasks in the
project sharing views.

This commit allows these users can also create tasks and edit some
fields in task.

task-2379518

closes #73341
2021-08-26 14:59:33 +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
Thibault Libioulle c5cac92280 [IMP] project: add project updates and milestones
This commit adds project updates in project to take in stock the current
status of the project : which task or milestone changed in the past 30
days.

The project manager is able to add a status on the project update, and
edit the description of the update. There is also a chatter in which
he/she can discuss some points with other project users.

The description is build with informations retrieved from mail tracking
values or from project.* models. Those informations are collected in a
dict and rendered in a template to ease the inheritence in further
modules needs.

Following commits will add behaviour to handle those updates and
milestones in the various views. See PR for further information.

PR : #68899

task-2393768
2021-06-01 12:01:37 +02:00
Thibault Libioulle b1f0e1a42a [REV] project: following a private project no longer required
This reverts commit odoo/odoo@7059b17.

This commit translates tests introduced in this reverted commit to be
aligned with the current workflow.

This commit reverts functionality or business logic linked to the
reverted commit :
- odoo/odoo#47248 : You no longer have to be an allowed user to see the
timesheets but only a message partner.
- odoo/odoo#49021 : We no longer deal with allowed_user_ids or
allowed_portal_user_ids
- odoo/odoo@f2a1a00 : We no longer deal with the allowed users lists.

This commit removes the button project_privacy_visibility for functional
reasons.

Closes: #65367
task-2439329

Related: odoo/upgrade#2128
Related: odoo/enterprise#16067
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2021-04-09 12:12:54 +00:00
Xavier BOL (xbo) c94c08a941 [IMP] project: add burndown chart in reporting menu
Before this commit we have reports that depict the status of a
project at a certain point in time, but we don't have any reports
representing the actual progress of the project in time.

This commit adds a burndown chart, this chart would help users see
the evolution of the project and determine whether it is on the
right track or not.

task-2458017
2021-04-08 08:27:49 +02:00
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
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
Kevin Baptiste 53954ad93e [IMP] project: ease stage deletion
Before this commit, deleting a stage with tasks, the user received an
error.

With this commit, when deleting a stage containing tasks, a wizard
offers the choice to move the tasks to another stage.

closes odoo/odoo#46410

Taskid: 1869030
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-04-22 08:29:51 +00:00
ryv-odooandThibault Delavallée 186cfb5ebd [REF] mail: make alias mixin multi-enabled
Purpose of this commit is to allow multi-create in alias mixin by correctly
creating / updating aliases in batch.

Task ID 1919277
Community PR odoo/odoo#41160
Enterprise PR odoo/enterprise#6983
Upgrade PR odoo/upgrade#872

Co-Authored-By: Rémy Voet <ryv@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
2020-04-17 06:52:09 +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
Victor Feyens 532c083cbb [IMP] *: remove global field definition in ir rules xml
It is a computed field, there is no need to manually set its value.
2020-03-20 16:15:40 +01:00
Yannick Tivisse 4c291e3f70 [IMP] base: Display searchpanel on ir.module.module views
Purpose
=======

The current kanban view is messy. It is difficult to identify which
apps are installed or not. The user can completely miss a module
that might have interested him. A search panel would make things way
more readable.

closes odoo/odoo#44401

Taskid: 2181557
Related: odoo/enterprise#8144
Related: odoo/upgrade#879
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-03-05 14:03:45 +00:00
Lucas Lefèvre 7059b177ee [IMP] project: Following a private project no longer required
=======
Purpose
=======

Currently for a user to be allowed to see a private project they must follow the
project. This means that they will be added as a follower of all new tasks in the
project which causes them to receive 1000000 notifications, especially if there are a
lot of tasks in a project.

==============
Specifications
==============

1) Add an Employee m2m field on project next to 'Invited Employees'
    - only visible if the 'Invited Employees' option is selected
    - the project should only be visible to employees selected there (regardless if they
      are followers or not)
2) Add an Employee m2m field on tasks below the 'Email cc' one in debug mode
    - only visible if the 'Invited Employees' option is selected on the related project
    - should be pre-filled with what is set on the project
    - the task should be visible to employees selected there (regardless if they are
      followers or not)
3) Add a Portal users m2m field on project next to 'Portal users and all employees'
    - only visible if the 'Portal users and all employees' option is selected
    - the project should only be visible to portal users selected there (regardless if
      they are followers or not)
    - rename the option into 'Invited portal users and all employees'
4) Add a Portal users m2m field on tasks below the 'Email cc' one in debug mode
    - only visible if the 'Portal users and all employees' option is selected
    - should be pre-filled with what is set on the project
    - the task should be visible to portal users selected there (regardless if they are
      followers or not)
5) Following a project/task should not grant the user/employee the ability to see the
   project/task

Task 2031527

closes odoo/odoo#40505

Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-01-14 16:26:32 +00:00
Luis González 13e14cf764 [FIX] board,mail,project: remove spaces from external IDs
This was already performed on 3c568aec0b, but there still are some
remnants on model access records.

Fixes odoo/odoo#25408
Closes odoo/odoo#37946

closes odoo/odoo#37958

Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2019-10-04 08:51:01 +00:00
jem-odoo 00ac6c60f6 [FIX] project: portal user can not read AA
For historical reason (problably the inheritS between project and AA, removed in 12.0), portal
user can read Analytic Account. This makes no sense, as it is a purely internal resource
for companies. Removing the access rights don't change anything for portal user and make
those data secure.

Task-1911581
2019-08-21 11:22:58 +00:00
jem-odoo 938990f698 [IMP] project: company required on task
As task can be billed, it became a important business model. To avoid mistakes in a multi company
environment, we need to make the company_id field required. Indeed shared task can be problematic
with access rights when a employee will log timesheet from another company in a task that is not in
the same company as its project.

To populate this field, we recommend to take the company of task's project, or to fallback on
the company of the user that created one.

Task-1999686
2019-07-04 15:28:24 +00:00
jem-odoo db92ca5fce [IMP] project,hr_timesheet: move analytic account business to project
When we remove the inheritS between project and analytic account, we move the
analytic_accound_id field in timesheet because it was the only use case for
a project to be linked to an analytic account.
This commit prepares new cost origin for a project (other that timesheet).
Register costs on project will required an analytic account to keep analytic
costs tracking. The analytic account management is now moved to project, like
it was in 10.0, but without the inheritS.

Task-1911581
2019-05-24 09:20:06 +00:00
Yannick Tivisse a5b6f31cf2 [IMP] base: Contextualize the multi company
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

closes odoo/odoo#32341

Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2019-05-13 08:57:49 +00:00
Goffin Simon 2afd482c1a [FIX] project: adding channels members to a private project
Steps to reproduce:
- Create a channels C with user A linked to an employee E
- Create project P with privacy_visibility='followers' meaning only visible for employees that follow P
- Add the channel C as a follower of P
- Log as user A go to Project app

Bug:
The project P is not readable for A

opw:1958386

closes odoo/odoo#32324

Signed-off-by: Simon Goffin (sig) <sig@openerp.com>
2019-04-02 07:10:43 +00:00
jbm-odoo ec07e72845 [IMP] base,*: Reorganize access rights groups
Purpose
=======

Access group terminology is missleading. Yous have to be manager to administrate
an application. This task consists to rename groups to be understandable for everyone.

Groups should be reorganised on the users form to be more explicit.

Specification
=============

1/ Rename 'Manager' to 'Administrator' in users groups.
2/ Define a hierarchy on access groups by using the category_id in the manifests
   A category 'Operations/Project' will create a category Project with a parent
   category 'Operations', and something smart is already developed (in modules/db.py)
   to avoid duplicating categories.
3/ Add a group in expenses to be able to approve expenses reports for my team.
4/ Add a group in timesheets to be able to approve timesheets for my team.
5/ Remove partially the useless crap in ir_module_category_data.xml
6/ Sort access rights groups on users form according to its parent category

closes odoo/odoo#29362

Signed-off-by: "Yannick Tivisse (yti)" <yti@odoo.com>
2019-03-05 09:08:12 +00:00
Christophe Simonis 86ff929ad6 [MERGE] forward port branch saas-11.4 up to 1199451606 2018-09-10 17:06:18 +02:00
Yannick Tivisse 4587816198 Revert "[IMP] base: Remove unused module categories"
This reverts commit 382fbd3520.
2018-09-10 14:23:43 +02:00
Raphael Collet 2f7c03d9ca [IMP] base: add regular user admin as uid 2
User 1 simply becomes a technical user (inactive, no password).
2018-08-23 21:38:57 +02:00
Yannick Tivisse 382fbd3520 [IMP] base: Remove unused module categories
The categories other extra rigths and hidden are not used now.
2018-04-26 15:13:38 +02:00
jem-odoo d50a1e2622 [IMP] project,hr_timesheet: no 'remaining hours' field in project
'remaining_hours' is defined in project as a simple
float field, manually updateable, only displayed
when the group "Time Estimation on Task" is activated.
But for now, there is no setting to active this group.

Those are legacy useless stuff, so we can remove it.
The purpose is to make 'time estimation' feature only
available when timesheet is installed.

Thie commit also split the compute methods of
'remaining_hours' and 'progress' fields to make
'remaining_hours' updateable, though inverse method.
Without splitting the compute method, the calculation
of the progress was done correctly during onchange
but not when saving.
2018-04-06 14:30:47 +02:00
jem-odoo 3dd3e26483 [IMP] project: a project is not an analytic account anymore !
This commit removes the inheritS between account.analytic.account and
project.project. This means :
- When a project is created, an analytic account is not necessarily
genareted
- project has now its own name, company_id and partner_id fields
- an analytic account can be linked to several project
- project module does not depend anymore of analytic, but hr_timesheet
does.

This change implied
- an analytic account is required on project to timesheet on
its tasks. So, when checking 'allow_timsheets', if an AA is not
provided at project creation, an AA will be generated.
- to timesheet on project, an active AA is required. We don't want
timesheeting on project linked to unused AA to avoid bad analytic
entries.

This prepare the fact a sale order can create multiple project, sharing
the same analytic account (the one from the SO).
2018-04-06 14:30:47 +02:00
Thibault Delavallée 81d98f32a5 [IMP] mail: improve activity types behavior and access rights
First purpose of this commit is to limit access on activity types.
Employees can now only read activity types. Indeed defining or modifying
activity types should not be done by employees as it impacts daily work
of all other employees. Specific app-based rights are added for project
and sale managers. Those have a specific menu to configure activity
types, meaning they should also have the access rights to do so.

Also including :

 * ease default computation for res_model_id of activity types: using
   default_res_model in context it is possible to specify a default
   res_model_id. It is useful for example to give a specific context
   in configuration menus;
 * add a domain on res_model_id field in order to limit it to models
   inheriting from mail.thread and not being transient;
 * various improvement in activity type form view to ease configuration
   notably the # days renamed to planned in;
2017-12-22 10:30:02 +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
Fabien Pinckaers b7cb6fe536 [IMP] project: misc typos 2017-11-03 21:13:13 +01:00
Jérome Maes 424c16f115 [MOV] website_project,project: move all features
Making project depending on portal, makes website_project
useless. So move all feature from one module to the other.
2017-08-16 14:56:41 +02:00
Hiral Bhavsar 332b83ef9e [IMP] project, *_timesheet: move subtasks to project
-> Move Subtasks mechanism from hr_timesheet to project.

-> Various functional improvements:
 - Add new 'Sub-tasks' setting and 'Sub-task Project' field based on
     this setting.
 - Relabel 'Team Collaboration' section to 'Task Management'.
 - Remove 'Customer Satisfaction' section and move setting
     'Rating on Tasks' into 'Task Management' section.
 - Add customer name on the project's kanban view.
 - Set default value of 'Sub-task Project' field is the same project.
 - Add 'Parent Task' stat button on task form view.
 - Make 'Sub-Tasks' stat button visible when no parent task
2017-05-24 11:39:54 +02:00
Yannick Tivisse 98675d3919 [IMP] project: Replace 'Cumulative Flow' by a fovorite filter in task report
This report is too advanced and/or complex to be a single menuitem. Furthermore the model was a mess and a horn of plenty for bugs.

The class ProjectTaskHistoryCumulative inherits from the class ProjectTaskHistory, and create a view based on the same model.The orginal class defines a compute field 'end_date' which calls a compute method '_compute_end_date' that will either make a simple assignment or a SQL request if the columns is always opened or folded.

As ProjectTaskHistoryCumulative is declare with '_auto=False' the compute method will try to write on this table, which is obviously wrong because we are trying to write on a view.

This leads to erors when trying to edit a project stage like:

OperationalError: cannot update view "project_task_history_cumulative"
DETAIL:  Views that do not select from a single table or view are not automatically updatable.
HINT:  To enable updating the view, provide an INSTEAD OF UPDATE trigger or an unconditional ON UPDATE DO INSTEAD rule.

or when trying to delete a column which already contains some tasks.

So we removed this these models and view and replaced them by a simple favorite filter in the Tasks Reports
2016-09-02 08:46:33 +02:00
Yannick Tivisse ff63f5d0a3 [IMP] base_setup: Allow the admin to modify the default user acess rights
Add a link in the general settings to access easily the default_user form view in order to modify the default access rights

The default_user manager rights declarations in all the applications have been move in a noupdate="1" definition to avoid the manual configuration overwrittings
2016-08-23 11:14:37 +02:00
Antony Lesuisse ccf606e026 [ADD] website_project: Portal access to Projects
Split project to move portal features to a new module named website_project.

Portal users may now access their projects and tasks throught the
website_portal My account page. The Backend portal menuitem is removed.

Simplify the privacy settings of project, to be visible to portal users the
project must be in 'portal' mode.

Original authors: Vipul Bhatt, Florian Wintjens
2016-07-06 01:17:43 +02:00
Gaurav Panchal 40fa74e3f5 [MIG] project: migration to new api except project.py 2016-06-30 14:41:21 +02:00
Yannick Tivisse 9e57185449 [IMP] base,sales_team: Move res_groups and menuitems to sales_team
Purpose:
Having the res_group defined in base and sales_team auto installed
with mail doens't make sense.

- Move the empty res_config class and the related view from
  base_setup to sales_team (base_setup only contains the 'General Settings'
  model and views
- Move the 'sale' related content from product to sale module (Access rights,
  menuitems,...)
- Set sales_team at autoinstall False. The module is installed when needed by
  crm or sale for example
- Set sales_team as a dependency of voip. (Access rights defined for configuration
  purpose)
- Set sales_team ad a dependency of subscription (Access rights issue too)

[FIX] account: move some ir.model.access to sale module
[FIX] payment: Move some ir.rule to website_sale
[FIX] stock: move some ir.model.access rule to sale_stock
[FIX] project: Move some ir.model.access rules to crm_project_issue
[FIX] mrp: Move some ir.model.access rules to sale_mrp
[FIX] calendar: move some ir.model.access rules to crm

Rename xmlids accordingly. Example: 'base.group_sale_manager' becomes
sales_team.group_sale_manager.

[ADD] sales_team: See own documents => See only his sales team
Moved the "User: Own Leads Only", "User: All Leads" and "Manager" groups from sale and crm
into sales_team module. Add the record rules so that user can see only his Own Sales Team
if "See Own Leads" is sales right and can see all sales teams if he is having sales rights
of "See All Leads" or manager.
2016-06-09 16:05:25 +02:00
Yannick Tivisse ccdb5cbfc0 Revert "[IMP] base,sales_team: Move res_groups and menuitems to sales_team"
This branch need more testing instead of doing 10 fixes. A lot of issues are occuring
when installing modules in different orders.

This reverts commit fa6e415cdb.
2016-06-06 17:26:30 +02:00
Yannick Tivisse fa6e415cdb [IMP] base,sales_team: Move res_groups and menuitems to sales_team
Purpose:
Having the res_group defined in base and sales_team auto installed
with mail doens't make sense.

- Move the empty res_config class and the related view from
  base_setup to sales_team (base_setup only contains the 'General Settings'
  model and views
- Move the 'sale' related content from product to sale module (Access rights,
  menuitems,...)
- Set sales_team at autoinstall False. The module is installed when needed by
  crm or sale for example
- Set sales_team as a dependency of voip. (Access rights defined for configuration
  purpose)
- Set sales_team ad a dependency of subscription (Access rights issue too)

Rename xmlids accordingly. Example: 'base.group_sale_manager' becomes
sales_team.group_sale_manager.
2016-06-06 15:46:52 +02:00
Tanguy Charlier 16bf40f7c4 [IMP] hr_timesheet: Timesheet entries are now related to projects
- Hide account_id field and add a required project_id field on timesheet entries
- Remove is_timesheet field: as project_id is only required for timesheet entries and not for other analytic lines, it can be used to determine wether a line is a timeheet entry or not.
- Remove project_timesheet module as all its functionalities are moved to hr_timesheet
- Replace timesheets on contract option on products by timesheets on project
- Small fixes and improvements in timesheets and projects views and groups
2016-02-18 01:25:55 +01:00
Yannick Tivisse 1ecba213f4 [IMP] Newly created users get all manager access right
Coming from a bug in web_settings_dashboard. Invited user didn't have any rights
when created from the dashboard, which was leading to an error.

This bug leaded to a new discussion. Better to have basic employee having user
rights for all main applications. For bigger entreprises there is an admin that
will carefully remove extra rights, if necessary. The target is small businesses,
it makes sense that every way to create a user gives the same result.

In conclusion, each new user has a full access to the applications by default

How is it implemented ?
We added an inactive default user which original access right to the groups
'base.group_user' and 'base.group_partner_manager' in base. Each
application will extend the default user's access right by adding the maximal
access right for this application.

On user creation, we will use by default the 'group_id' field from the default
user. We will in the same time remove the ugly 'default_groups_ref' key which
was passed sometimes in the context for some fields in some views, and sometimes
nothing.

So, the user can modify the access rights for the default user, but he should be
aware that removing project user access rights for a default user will prevent
a *created on the fly in a task* user will not be able to access the task.
2015-11-20 16:27:32 +01:00
Christophe Simonis d750206c49 [MERGE] forward port of branch saas-6 up to e9f1ee4 2015-10-01 15:16:59 +02:00