* = 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>
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
closesodoo/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>
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
-- This is a follow-up of odoo/enterprise#72736 --
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-2637495
See odoo/enterprise#20740closesodoo/odoo#77547
X-original-commit: 9bbfd3c8f948a3a947cbc0eb73ffc5d89c23d4ca
Related: odoo/enterprise#21324
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Previously, only the direct children of a recurrent tasks were copied
during a recurrence. Also, the child tasks which had a recurrence were
copied with the recurrence_id of the initial subtask, which lead the new
subtask to be linked with the recurrence of the initial subtask.
With this PR we copy the children until the 3rd layer. Also,
we hard copy the recurrence of the initial subtask and link this new
recurrence with the new subtask, to make it decoupled from the initial
subtask recurrence. Furthermore, if several initial subtasks has been
created with a same recurrence, only the first subtask is copied.
PR: #77126
task-2522076
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
closesodoo/odoo#77198
Forward-port-of: odoo/odoo#77126
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Purpose of this commit is to update the kanban card color
same as the state color of project update
closesodoo/odoo#77179
Taskid: 2638993
X-original-commit: 67fec40ab38999f0926297b57eb09d3cc44ebec8
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
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 an unit test to start a tour with an internal user
connected to test the project sharing feature. Another test is
created to start a tour with a portal user connected to test the
project sharing feature.
part of task-2633229
closesodoo/odoo#76906
X-original-commit: db7825efb1b5cc052ecc795f9c81db5f3f58a5d3
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
PURPOSE
Generic UX improvements for the portal
SPECIFICATIONS
For projects list view,
- clicking on the project should open the list view of tasks with groupby stage
- the number of tasks should not be clickable
For tasks list view,
- display the fa-star of the priority field on the left of the name of the task
- add the following fields on the right of the name:
user_id, time spent, kanban_state
- for the kanban_state,
only display the colored dot and indicate the name of the state on hover
- for the time spent:
indicate the nb of hours recorded / nb of planned hours(or days(as per unit))
(if the nb of planned hours = 0, only display the nb of hours recorded)
For tasks search view,
- add a group by priority and status and reorder accordingly
- add a quick search on status and priority and reorder accordingly
- add a sort by priority, assigned to and status and reorder accordingly
For task form view,
- display the fa-star icon of the priority field on the left of the name of task
- add the kanban state in the top right corner
the kanban_state field should be editable by portal users
increase nb of items displayed in the list view to 80 items per page(generic)
Task-2613330
closesodoo/odoo#74996
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Co-authored-by: Xavier BOL (xbo) <xbo@odoo.com>
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
Before this commit, this route displayed the portal form view of the
project. This view does not seem useful for the external user and prefer
directly see the tasks of this project.
This commit replaces the portal form view of the project by the tasks
list containing in the project. Moreover, another route has been added
to allow the external user to go to the portal form view of the task
selected in ths list.
This route is called '/my/project/<project_id>/task/<task_id>'.
We decide to replace the content of the route because we want to allow
the public user to access to the tasks list of the project with the
access_token of the project. Also, with this same token, the public
could access to the form view of the selected task and send a message if
he needs.
task-2379518
closes#73341
Before this commit, the project manager could edit the collaborator
records. That is, he could change the shared project or the
collaborator.
This commit allows the user to only see or remove the collaborators for
a shared project. If the user wants to add some new collaborators, he
has to use the project share wizard.
task-2379518
closes#73341
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, the portal can archive tasks via the kanban views
This commit removes the buttons thanks to the `archivable` option set to
false.
task-2379518
closes#73341
Before this commit, when the portal user can access to project sharing
and click on the shared link of the project. He is redirected to the
`/project_sharing/<int:project_id>` route. Since only the portal user
can access and no public users, we could directly redirect to the portal
route and display project sharing views.
This commit removes the `/project_sharing/<int:project_id>` route.
The main route will always be the `/my/project/<int:project_id>` and
we check if the user can access project before rendering.
If the user can access to the project via the shared link:
1. If he is a public user then we render the classic portal view.
2. If he is a portal user then
- we check if he is an access to project sharing, if yes then we
render project sharing views otherwise we display the classic
portal views.
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>
Before this commit, the chatter is not available in form view of project
sharing even for portal user. Since the portal views, we have a chatter
for the portal users, we need a chatter for those users in project
sharing.
This commit integrates the portal chatter in the form view for only the
portal users.
task-2379518
closes#73341
Before this commit, when the portal user is connected and selects a project
in the list when he is in `/my/projects` route, we redirect him in the
task list of this project.
This commit replaces the basic portal view by the project sharing views
if the Project Sharing feature is enabled for this project.
task-2379518
closes#73341
Before this commit, there is no options to disable the click on the
avatar to open the chat in `Many2OneAvatarUser` widget.
This commit adds an option called `no_open_chat` set by default to false
and this option allow to disable the click when it is true. This option
is useful for the project sharing views.
task-2379518
closes#73341
Purpose:
=======
This commit adds the project sharing feature. This feature consists to
share the backend views about project.task to portal users.
About the access rights:
- The project manager can share a project with project sharing feature.
To do this, he need to give access to portal users that we want their access in project sharing views.
He can choose between 3 differents accesses:
1. Readonly: the portal with this access right will only have read access to the project
sharing views of the project shared.
2. Comment: the portal with this access right will can use the chatter in task form view.
3. Edit: the portal with this access right will can edit some fields of `project.task` model.
The difference between the classic backend views and the project sharing
views is in the project sharing views, we list the fields that the user
can read/write, so the portal users can see only the fields in
our list.
Moreover, the actions and the contextual menu (actions dropdown) are not
available in the project sharing views and the stat buttons are visible
but the click on these buttons are disabled.
Implementation details:
======================
This commit is realized in many steps:
- create the webclient and routes.
- create own qweb bundle.
- add project sharing views.
- use the session to define the action and active_id
- create public fields for project sharing: in this step, we lists all field
names of the `project.task` model that we want to display for the
portal user. Two lists are created, one for only readable field names
and the other one for the writable field names.
Moreover, two properties are defined in the `project.task` model to use the
both lists.
- use `access_token` and check model in project sharing route: in this
step we check if the model is `project.project` and the `access_token`
is the one set in the project since we have the id of the project in the
params url.
- allow only `GET` method to enter project_sharing routes: the
`/my/project/<int:project_id>/project_sharing` route must only be
called with a `GET` method because this route is only used to have the template
to render the project sharing webclient.
task-2379518
closes#73341
Following the removal of read access on ir.model (odoo/odoo#69120),
the mail.activity.type model was not accessible to non-admin users due
to the res_model_id many2one field.
Before this commit, a project user could not access the Activity Type
menu.
Convert it to a selection field with the selection values being
computed in sudo.
closesodoo/odoo#74981
Related: odoo/enterprise#20214
Related: odoo/upgrade#2734
Signed-off-by: Martin Trigaux (mat) <mat@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>
Tasks that are blocked by other tasks don't get any other information
from those tasks.
In order to get updates on the state of the blocking tasks we now track
some fields (determined by the `task_dependency_tracking` attribute) in
the parent's chatter.
Task ID: 2601448
closesodoo/odoo#73965
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>
Define `data-hotkey` on most used action buttons.
For the modals, the following keys are dedicated for "special"
actions:
- Alt+G: add
- Alt+V: save
- Alt+Z: cancel
closesodoo/odoo#73275
Taskid: 2588233
Related: odoo/enterprise#19464
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Before this commit: share button inside project was displayed only in
readonly mode.
After this commit: share button inside project will be displayed in
edit mode as well.
task-2513815
closesodoo/odoo#70441
Signed-off-by: Simon Genin (ges@odoo) <ges@odoo.com>
Currently, activity view does not support many2one_avatar_user widget due to
which clicking on image do not open chat window, with this commit, we add
support of many2one_avatar_user widget in activity_view so that user can click
on avatar image and open chat window.
task-2554466
closesodoo/odoo#71804
Related: odoo/enterprise#18803
Signed-off-by: Simon Genin (ges@odoo) <ges@odoo.com>
The UX of the 4 main views (kanban, form, list, portal) of the project app has been globally improved.
In particular, different icons color/style were changed along with several strings, and the order of a few elements was revised to improve readability.
task-2508723
See odoo/enterprise#18387closesodoo/odoo#71011
Related: odoo/upgrade#2506
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Generic UX improvements for the task portal.
Added new sort by, group by and searches options in the tasks portal.
Some options have been renamed as well, while the style has been slightly revised.
The timesheet details of each sub-task from the parent form view has also been removed.
task-2508883
closesodoo/odoo#70305
Related: odoo/upgrade#2580
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Purpose of the commit is to improve the usability and onboarding
of the project app.
So in this commit, done the below changes:
- Rename column "Kanban state" in list view screens
- Hide column "analytic account" when not needed
- Do not show "Internal" project
PS: Moved leave_timesheet_project_id into hr_timesheet and rename
it as internal_project_id and we used it in the domain in the
kanban/action to the kanban in order not to have it in the result.
closesodoo/odoo#68857
Taskid: 2451722
Related: odoo/upgrade#2479
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
Prior to this commit, the spaces in the template were transformed into
non-breaking spaces by the html editor while editing the html field
content.
The unordered list with icons as list item also failed to be compatible
with the editor.
With this commit, we remove the indents in the templates to prevent this
behavior.
It now also uses the css class defined by the editor to generate the check
lists.
closesodoo/odoo#72571
X-original-commit: ce9c39125da9ebe3e19dbb325fc4488a8b689ad1
Signed-off-by: LTU-Odoo <IT-Ideas@users.noreply.github.com>
William Braeckman