[IMP] rating: website rating page: reviewed design, rate on click, update on submit
[IMP] rating_project: rating_status: 'no' instead of False
[IMP] rating_project/issue: smileys insteaf of thumbs for consistency in kanban
[IMP] rating: allow to update an existing rating (feedback + rate)
[IMP] rating: consistency on rating names (statisfied, not satisfied, higly dissatisfed)
[IMP] rating: avoid deadend after rating, button to go to Odoo
[IMP] rating: res_config better sentence
Purpose:
For our internal project management, we would like to track the customer
satisfaction on the open projects. We send them an email every one or 2
weeks allowing them to give a feedback by clicking on one of 3
smileys: Happy, Average, Angry. They can also put a additional explanation.
We already have something similar which is working on livechat with a
unusable reporting, and on issues but unusable. Our project are managed by tasks.
Specification:
- On the project : Selection fields : (Periodical Rating or Rating on Stage)
+ Fields to choose the period if periodical
- On the stage : email_template_id field.
- IF :
---> Periodical : Send an email to all the customers for the tasks on this stage periodically
---> On Stage : Send an email to the customer's tasks when the task reaches the stage
- That way, it's impossible to send a satisfaction request both periodically and sequentially.
FP request
- Who is the customer : The customer on the task OR the customer on the related sales order
OR the customer on the projet OR nobody
- The last feedback is displayed on the task kanban card (Thumb up, down, or neutral)
- On the project kanban card, the customer satisfaction is displayed. This is the simple
mean of all the previous ratings.
Also:
- removed onchange_partner_id() from 'project.project' model as
'pricelist_id' field does not exist in project nor in any inherit(s)
since its removal in 2008 by 07b1f0b9da
- removed 'type' field from _defaults dictionary of 'project.project'
model as it does not exists anymore, it used to be defined on
account.analytic.account
- removed on_change_template() from 'account.analytic.account' model as
it doesn't seem to be useful and/or called from any view
- overridden _default_get() for 'project.project' model to set default
value for 'use_tasks' field of inherits account.analytic.account
- created report/project_cumulative.py for model
project.task.history.cumulative that was in project.py
- moved project.project kanban view from project_dashboard.xml
to project_views.xml, which required moving some menuitems
as well so they are available while refering them in other files
[NEW] point_of_sale: new tour
[IMP] hr_expense: main employee is created by default, so that you can
use the email gateway and record expenses, without configuration
required
[IMP] all tours: applying JWR propositions: americanization of tips
[IMP] crm tour: add invite people steps
Merge branch 'master-expense-tip-fp'
Usability: remove the Settings tour and include the addition of users
back at the end of others tour. The reasons:
- When someone starts with Project, we don't want to invite him going on
the settings tour (Don't make me think/choose)
- If the user starts with Settings (e.g. out of curisity), he will not
have a great on boarding experience.
- We expect the user to follow the steps in this order 1/ discover
project tasks and, only after, 2/ invite users (he will probably not
invite users before discovering the application)
The drawback is that we have to add "Invite Users" steps on others tour,
but only those for which it has a sense:
- Website, Accounting, eCommerce are typically single-users apps (we
don't need to make him invite people)
- CRM, Project are multi-users apps
1/ The tip should be on the textarea, not on the button.
2/ The access right field on the quick user creation form is confusing.
I propose to put it in "Technical Feature" so that it's not visible for normal users.
3/ dissociate les settings tour from project tour
Also:
- creation of a (archived by default) sample project with tasks, that the
user can activate to discover the project app.
- improvement of the simplified form view to create a new project
Simplified form view to create new projects
Always use quick create to create tasks
Remove chatter from project form view
Display the 'more' link in project dashboard in gray
This is related to revision
c8aac116a6
`message_follower_ids` is a one2many field
on the thread. To copy them, you must
create new `mail.followers` records, and not
linking the followers of the project
being duplicated to the duplicated project.
Since duplicating a project copies the project
tasks, with the followers, the project followers must
remain as well.
This is done in the already overriden method
`copy` instead of simply adding `copy=True`
on the according one2many field, since this field
is defined on the inherited model
`mail.thread`, and to add `copy=True`, in the old api,
we would have to re-define the `message_follower_ids`
field within the `project.project`
model completely, making sure to copy all properties
opw-680313
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.
In odoo at many places the filter items are having repeated strings eventhough the
fiter works differently , so find all the places where this happens and give
proper string to each filter..
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.
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.
Fabien Pinckaers