Purpose
=======
Give the user a more organized view of the digest KPIs in the backend and
improve global wording of digest sections and KPIs.
Specifications
==============
Reorganize order of KPIs in digest view. Fix some typos, move buttons in
list and form views.
Task-2582128
closesodoo/odoo#77507
Related: odoo/enterprise#21340
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Priori to this fix:
* The domain provided to the invisible member of the attrs was wrong
as it was using the '=' operator.
After this fix:
* The domain provided to the invisible member of the attrs is using
the 'in' operator.
task-2691562
closesodoo/odoo#79800
X-original-commit: e69012541dbba5a98a3b847c78b2ac17455601b3
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Prior to this commit:
* Although the display was correct in enterprise, the look was awful in community.
After to this commit:
* The icon is colored in both comunity and enterprise and the text is always visible.
task-2531428
closes#73581
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Purpose of the commit is to improve the customer rating report
of the project app.
So in this commit, done the below changes:
- remove the project and task measures
- switch the rating value and the count from place in pivot view
- remove the default group by rated operator, keep it fot grap view
- reorder the some fields on form and list view
- use the badge widget for the rating field and the color code is applied to the form view
- add some demo data for the feedback field in list view
- center the information vertically in kanban view
- move the 'customer ratings' menu item below the 'project costs and revenues' one
- add the following filters: My Projects, My Team
- reorder the group bys and rename 'Resource' into 'Task'
- reorder the search fields
- project kanban card
- the ratings % is represent the average satisfaction rate of the ratings submitted in the last 30 days (including today)
- change the tooltip to: Average satisfaction rate for the last 30 days
- the 'customer satisfaction' stat button display the last 30 days rating on the project.project
and this stat button should open the kanban view by default instead of the list view
task-2531428
closes#73581
This PR are the follow-up of #73341 PR to fix the various points to finalize the feature for the v.15.
These points are done only in the Project Sharing feature:
- remove import button in favorite menu
- remove some filters in search view and update the search view
- add uom in session to use timesheet_uom widget for timesheets: this widget uses the uom stored in the session to display the unit_amount in hours or in day format.
- remove the using of avatar widget for employees.
- remove checkboxes in list view.
- change label for group by user_ids
- not set by default the height of the chatter
- remove the 'Set a cover' button in kanban view because the portal user has no access to `ir.attachment` model.
- add unit tests for project sharing feature.
- force staying in the project sharing form view when the user wants to see a subtask.
- display subtask planned hours
- allow the portal user to edit priority task when he is in project sharing feature.
- show "Assign to me" button
- see custom kanban state label
- get all options when the chatter is reloaded in project sharing.
In classic portal views:
- use task in sudo for classic portal form view
General point:
- prevent click on avatar user when `noOpenChat` is `true`
task-2633229
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
closesodoo/odoo#79429
Forward-port-of: odoo/odoo#77156
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Before this commit, when the task has a user assigned to a task and the
current user wants to assign himself to this task. He cannot see the
'Assign To Me' button because this button is only visible if the
`user_ids` field is empty.
This commit changes the visibility of this button to show this button
only if the current user is not yet assigned to the task.
task-2633229
closes#77156
X-original-commit: cfba241bada2b3690b4303b7e01747301925d162
Before this commit, the user could only see the default kanban state
label in kanban state label. That is, "Ready", "Blocked" and "Normal".
This commit allows to see the custom kanban state label in project
sharing feature.
task-2633229
closes#77156
X-original-commit: a9a884cfe1f8328ae71edc93832e4c4408d9c581
Before this commit, when we do a fields_view_get in unit test, we get
the form view of project task view in backend and not the project
sharing form view in project sharing feature.
This commit adds in the context the `xml_id` of the form view used in
project sharing feature.
task-2633229
closes#77156
X-original-commit: 7dfb44e703f9ff8293412030cfd308e2545f121c
Before this commit, we add the Set a cover image in the kanban view of
task for portal user in project sharing feature. However, the portal
user has not access to `ir.attachment` model. So, those users cannot
selects a cover image for a task.
This commit removes this button in project sharing feature.
task-2633229
closes#77156
X-original-commit: 2f8bb52c942416528de4d7d95c53e0ac1c99bf5b
Before this commit, we add the same search view than one in backend
views. But some filters are not needed since we display only one
project. For instance, the group by project is not useful since we have
only one project.
This commit removes the groups by project and create_date and add a
separator in filters.
task-2633229
closes#77156
X-original-commit: 1af17e529161bb745a183458b91972fa3a9b69f7
Before this commit, the portal user can see this button, but this button
should not be accessible by collaborators.
This commit removes the import button in project sharing feature to not
allow this to collaborators.
task-2633229
closes#77156
X-original-commit: 74d7308dfb8df0b923e68aa228ec406e36b0b89a
With the sale_timesheet module installed, some Project Updates can contain an "Activities" section in the description, despite there being no activities to be shown, and some empty divs.
This commit will remove all of those unnecessary sections, which also spares us an expensive call to `project._get_profitability_common()`.
Task-2675389
closesodoo/odoo#79415
X-original-commit: 0741dde0598186d395a06ab6a9ea7056f0ff00ff
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
This commit will indicate 'fa-lock private' for the 'Project' field for private tasks in the following views: list, calendar popover, kanban, activity.
Previously, this field was left blank.
Task-2657697
Closes#77870
Prior to this fix:
The project update stat button is duplicated.
After this fix:
The project update stat button is no more duplicated.
task-2684233
closesodoo/odoo#79347
Signed-off-by: Xavier <xbo@odoo.com>
* = 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>
Fabio Barbero