Commit Graph
5 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
5652e7ee91 [FIX] project: Fix user_ids access issues on project sharing
Both developments 6c4910a and 7563b44 have been introduced nearly
at the same time in the saas-14.5 version, but the later one is
introducing a side effect that breaks the project sharing feature.

Indeed, before there was one assignee per task (user_id), and now
we can assign several collaborators (user_ids).

As the read on a M2O is just calling the name_get method, it wasn't
an issue.

Now, as it implies to read the res.users (and the res.partner) model,
the assigned users were filtered according to a specific ir.rule
for the portal users:

    <record id="res_partner_rule" model="ir.rule">
        <field name="name">openerp.portal.res.partner</field>
        <field name="model_id" ref="base.model_res_partner"/>
        <field name="groups" eval="[(6,0,[ref('group_openerp_portal')])]"/>
        <field name="domain_force">[('id','child_of',user.commercial_partner_id.id)]</field>
    </record>

This commit creates a new compute non-stored field called
`portal_user_names` to display the name of all assignees in each task in
the project sharing feature. Thus, the portal user can see all assignees
via this char field. The `user_ids` field is removed in the views of
project sharing since the portal cannot see all assignees with this
field.
By doing this, a collaborator cannot edit the field to assign or unassign
himself to a task. To keep this behaviour, two buttons are added in the
form view of task. One called 'Assign To Me', the current collaborator
will be able to assign himself to the task when he will click on this
button. The other button called 'Unassign Me' is to allow the
collaborator to unassign himself to the task.

part of task-2633229

closes odoo/odoo#78538

X-original-commit: 3b5a657df086b54def0bc0bdae89c19c89cb39f5
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Co-authored-by: Xavier BOL (xbo) <xbo@odoo.com>
Co-authored-by: Raphael Collet <rco@odoo.com>
2021-10-18 14:01:36 +00:00
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) 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) 768c63b15e [IMP] project: add unit test for project sharing feature
task-2379518

closes #73341
2021-08-26 14:59:33 +02:00