The goal of this commit is to get rid of the analytic tags as they were confusing, serving tag purposes as well as distribution on analytic accounts.
Everywhere analytic tags were used as a distribution have been replaced with a new widget that will dispatch distribution on analytic accounts. If there was an analytic account field next to the tags, it has been included in the distribution.
Analytic tags that were used simply as information tags have been removed.
To fill the new widget, there are now 2 kind of rules that will help fill and prefill it.
The first are applicability: previous groups have been removed, and have by replaced by plans. Each account is required to have a plan. These plans define when they are available in the widget: a default applicability per plan and applicability lines that can specify rules following the context of the widget.
The second one are distribution models, that will replace previous default rules but follow the same principles. The accounts (and so the plans) that will be given by the distribution model can override the applicability rules from before.
closesodoo/odoo#98914
Related: odoo/upgrade#3885
Related: odoo/enterprise#30743
Signed-off-by: William André (wan) <wan@odoo.com>
Co-authored-by: Habib (ayh) <ayh@odoo.com>
Purpose of this PR to improve generic UI of project app.
So, in this PR done following changes:
- Added group by assigned to under reporting -> customer ratings
- In quick search, changed "rated rated" operator to "assigned to" under
project.project search view
- Removed rating_status field from project > configuration > settings > customer
ratings
- Switched the 'timesheets' and 'planning' features from place from
project > configuration > settings
- In project.task extra info notebook:
- Added the 'parent task' field above the 'analytic account' field
- Added the 'company' field above the 'sequence' field
- Added send mail and sms action in project.project and project.task
list view.
task-2806292
closesodoo/odoo#88446
Related: odoo/upgrade#3459
Related: odoo/enterprise#26207
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Steps to reproduce
------------------
1. Install project and fsm.
2. Enable a basic project feature (sub-tasks/task dependencies) in the settings.
3. Enable the same feature on the fsm project.
4. Disable the feature in the settings.
5. The feature is still enabled on the fsm project
- This can be hard to see since the field will be hidden on the settings of the project, but you can see that the "Sub-tasks" tab is still visible on tasks if you enabled sub-tasks.
- Also, when re-enabling the feature globally, it should be disabled for the fsm project, but won't be.
Expected behavior
-----------------
The feature should be disabled on all projects, including fsm ones, when disabling it globally
---
This commit fixes this bug by selecting all projects, and not just basic ones,
when disabling a basic feature globally, to disable that feature on all projects.
Related: https://github.com/odoo/enterprise/pull/28036
Task-2871448
closesodoo/odoo#93820
X-original-commit: 84f8957533e85672d3b17d1a9004193b091f9fea
Related: odoo/enterprise#28488
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
Signed-off-by: Larcin Vincent (vila) <vila@odoo.com>
Before this commit, the external collaborator cannot see in which
milestone the tasks in the project are linked in the Project Sharing
feature.
This commit adds the milestone field in the Project Sharing to show the
milestone linked to a task in the project shared.
task-2829542
Before this commit, the milestones are only linked to a project without
any link to the tasks of the same project. However, the tasks could be
considered as steps to reach a project milestone.
This commit adds a link between the `project.task` and
`project.milestone` models. This link is added in the `project.task`
model with the Many2One field called `milestone_id`. With this field,
the user will be able to link a milestone to a task.
task-2829542
Purpose
=======
Several actions are done even if nothing has changed on the configuration.
Example:
Writing on a cron the same value makes a dummy write-lock on the table
...
Part-of: odoo/odoo#82999
** = hr_timesheet,rating,sale_timesheet,sale_project
Purpose of this commit to improve generic UX of project app.
So, In this commit done the following point:
- change the label for 'planned_hours' field in project task form view.
- change demo user access right to project user instead project admin.
- display the rating_status and rating_status_period fields under the 'customer
ratings' feature in the settings.
- add 'project_id', 'mail_template_id', 'rating_template_id' fields in project
task search view.
- add open and closed filter in project search view.
- display 'assign to me' button secondary when user set on task.
- add tooltip for 'date_deadline' field in project form view.
- replace create_date field by write_date in rating views.
- change context of billable time stat button action.
- improve search view of project task.
- hide rating stat btn when satisfaction is 0%.
- change name of task create when SO confirmation.
- change name of project create when SO confirmed when there is only one SO
line contain service_tracking is 'only_project'.
- add id field in tree view of project task as option hide
task-2710539
closes: #81630
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>
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>
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
This change ensures that when the user activates optional features of the
project app, they are enabled in existing projects as well as newly created
projects automatically, which is likely what the user expects.
For most optional features, this behavior was already in place. It was not in
place yet for the sub-tasks and timesheets features, which this change fixes.
Two added tests check the behavior described above for features that are
activated through a `group_*` field on `res.config.settings` (sub-tasks,
recurring tasks and ratings). The tests do not cover features that are
activated through a `module_*` field, as such fields require the installation
of further modules and we cannot simulate this.
Task 2297054
closesodoo/odoo#60106
X-original-commit: 8dd0edae898a532dbe7e4f18c9118b9b68e57900
Related: odoo/enterprise#14119
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Co-authored-by: Kevin Baptiste <50135801+kba-odoo@users.noreply.github.com>
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.
closesodoo/odoo#55517
Taskid: 2172156
Related: odoo/enterprise#12246
Related: odoo/upgrade#1604
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
- Rename the 'Use Rating on Project' feature into 'Customer Ratings'
- Rename the 'Set Email Template to Stages' link to 'Set a Rating Email Template on Stages'
- Add an optional list view for the Stages menu
- display warning if the rating_template_id field is set and if one of the selected project_ids doesn't have the rating_status field set to true
- Project form view revamp
- rename the '% on tasks' stat button into 'Customer Satisfaction'
- Remove the 'no option' for the rating frequency field because it is required
- project form : Add a 'Go to Website' stat button
- Project dashboard: remove the 'Customer Ratings' menu item in more
- Ratings page: the 'Last 30 days' filter include ratings from today
- remove the Appointment / Helpdesk Customer Satisfaction / Live Support menu items
TASK ID : 1251
Purpose
=======
In Project, the configuration has to be done twice: in the settings of the
app and on each project.
During the onboarding, the user won't understand that a feature has to be
enabled at both places and will think that the system just doesn't work.
If the user enabled a feature, he most likely intends on using it for most
of his projects. Therefore, having to do a double configuration for each
new project is annoying.
By the way, sub-tasks is the only global feature (it can't be enabled or
disabled by project), so we are breaking it down by project to remain
consistent with the rest.
Specification
=============
1/ Enable subtasks per project
Before this commit, sub-tasks were a global feature (i.e. once enabled
they were enabled for all projects). This commit gives the ability to
enable/disable sub-tasks per project.
2/ Make project_id on planning required
3/ Change default rating status on new projects
4/ Default value for allow_subtasks
5/ Enable timesheets on existing projects
6/ Hide Total Hours if subtasks are disabled
7/ Create project in the company context.
Otherwise some records generation could use a default company which is not
the company for which we want to create a project.
8/ Default value for allow_forecast, is_fsm
9/ Change reference to timesheet product
10/ Fix tracback on industry_fsm_report.
Before this commit, there was a traceback when enabling "Worksheets"
(industry_fsm_report) after "Time and Material" (industry_fsm_sale).
11/ Convert some onchange method into computed editable stored fields
closesodoo/odoo#41218
Taskid: 2146474
Related: odoo/enterprise#6998
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Co-authored-by: Yannick Tivisse <yti@odoo.com>
Purpose fo the task is to improve the UX of timesheet, project and task.
Done the chages for below point:
- improve the stage demo data to unified the project stage
- on the task timesheet 'sub-tasks hours spent' should be clickable
and on click, it will display the list of subtask timesheet.
- display in warning tasks for which Remaining Hours < 0 if Planned Hours > 0 in task list view
- improve the settings of collabrative pad and planning and project form view
Task-2129052
closes odoo/odoo#41092
Closes: #41092
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
'project_time_mode_id' is the field used to determined the UoM to
use when logging timesheets. It is not used in project alone, but
in timesheet. Moving it make sense, and does not cause any problems.
For now, no UI allow the end user to change it: it is set with the
Hours UoM (hardcoded).
This is a technical move to prepare the feature that will allow
people timesheeting in Days or Hours.
Task #39079
Purpose is to limit the uninstallation of modules without being clearly
notified of it. In project ticking timesheet may have a great impact
depending on modules already installed: sale_timesheet, timesheet_grid,
...
We therefore decided to remove those options from settings to prevent
users from uninstalling it.
This commit is related to task ID 1841221.
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.
