The aim of this commit is to simplify and standardize the settings archs.
To do this, a small DSL exclusively for the settings was created. This
new DSL introduces 3 tags: `app`, `block` and `setting`.
The `app` tag is used to declare the application on the settings view.
It creates an entry with its logo on the sidebar of the view. It also
acts as delimiter when searching.
```xml
<app string="CRM" name="crm">
...
</app>
```
- `string` : The "display" name of the application.
- `name` : The technical name of the application (the name of the module).
- `logo` *optional* : The relative path to the logo. If not set, the
logo is created using the `name` parameter :
`/{name}/static/description/icon.png`.
The `block` tag is used to declare a group of settings. This group can
have a title and a description/help.
```xml
<block title="Title of group Bar">
...
</block>
```
- `title` *optional* : The title of the block of settings (the old h2),
you can perform research on its text.
- `help` *optional* : The description/help of the block of settings
(the old h3), you can perform research on its text.
The `setting` tag is used to declare the setting itself. The first field
in the setting is used as the main field (optional). This field is
placed on the left panel (if it's a boolean field) or on the top of the
right panel (otherwise). The field is also used to create the setting
label if a `string` is not defined. The `setting` tag can also contain
more elements (e.g. html), all of these elements are rendered in the
right panel.
```xml
<setting string="this is bar">
<field name="bar"/>
...More elements
</setting>
```
- `type` *optional* : By default, a setting is visually separated on two
panels (left and right), and is used to edit a given field. By
defining `type='header'`, a special kind of setting is rendered
instead. This setting is used to modify the scope of the other
settings. For example, on the website application, this setting
is used to indicate to which website the other settings apply.
The header setting is visually represented as a yellow banner on
the top of the screen.
- `string` *optional* : The text used as label of the setting. If it's
not defined, the first field is used as label.
- `title` *optional* : The text used as tooltip.
- `help` *optional* : The help/description of the setting. This text is
displayed just below the setting label (with classname
`text-muted`).
- `company_dependent` *optional* : If this attribute is set to "1" an
icon is displayed next to the setting label to explicit that
this setting is company-specific.
- `documentation` *optional* : If this attribute is set, an icon is
added next to the setting label, this icon is a link to the
documentation. Note that you can use relative or absolute path.
The relative path is relative to
`https://www.odoo.com/documentation/server_version`, so it's not
necessary to hard-code the server version on the arch anymore.
closesodoo/odoo#106425
Task-id: 3081367
Related: odoo/enterprise#34337
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Co-authored-by: "Michael Mattiello (mcm)" <mcm@odoo.com>
Before this commit a content-group was useless it is now removed, moreover the setting for the default plan needed to be changed to look like the other setting of the page.
closesodoo/odoo#103633
Task-id: 2992668
X-original-commit: 8245ad33217531ab046d463d8fb91c8aa91066b7
Signed-off-by: Quentin De Paoli <qdp@odoo.com>
Signed-off-by: Maximilien La Barre (malb) <malb@odoo.com>
Before this commit rating template button action to redirecting to
stage was wrong and because of this clicking on that button does
not showing any stages.
This commit change button's action from project stage action to all
stage action to fix issue.
task-2999323
X-original-commit: ac7e8e85214a75943a5467e2a2ae61d0d3f31dde
Part-of: odoo/odoo#103032
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>
In this commit we have modified the planning explanation in the project settings
in order to accomodate the removal of tasks from the planning app
(see enterprise repo of the same branch)
task-2941828
closesodoo/odoo#98035
Related: odoo/enterprise#30404
Related: odoo/upgrade#3771
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
The goal of this revision is to get rid of the `groups_id` field of the model `ir.ui.view`.
- This feature wasn't really known or used by most developers,
and not straight-forward to understand.
Removing it allows one less complicated thing to learn for developers.
Besides, thanks to odoo/odoo#95729,
changing the behavior of the `groups=` attribute,
we can easily get rid of this `groups_id` feature
by simply adding `groups=` in the elements of the views
using the `groups_id` field, it will have the same effect:
adding the elements in the view only for the users part of the specified group.
- By getting rid of the groups_id many2many field on ir.ui.view,
it makes possible to cache the view architecture without
requiring to use the groups in the cache key.
Currently, if we want to cache the view architecture,
it would be required to use the intersection of the user
groups with the groups_id groups of the view,
making it costly to compute the cache key,
therefore altering the performance point to cache the view
architectures.
Part-of: odoo/odoo#98551
Purpose of this commit to improve generic usage of project app.
So in this commit done following changes:
- when deleting a project, delete all of its tasks in the process instead of
raising an error
- make the list view editable bottom
- add a 'view task' button to open the task form view
- the 'download' and 'print' buttons should be centred
- rename 'planned hours' into 'allocated hours' (or 'allocated days' if the
timesheet encoding unit is in days)
- when a project is linked to an SO manually, he should appear in the
'projects' stat button of the SO; same goes for tasks
- remove the 'profitability' setting
- display the SOL and the quantity in red as well if the milestone hasn't been
reached yet for update right side panel
- add a project field for quickcreate in kanban view
- 'fa-check-square-o x/y' in muted on the project kanban cards
task-2838372
closesodoo/odoo#92262
Related: odoo/enterprise#27758
Related: odoo/upgrade#3561
Signed-off-by: Laurent Stukkens (ltu) <ltu@odoo.com>
For bugfix purposes, app administration groups have been given to
(implied by) the "Settings" group because without those rights,
opening/saving the settings crashed.
1) Do not load hidden view content
This commit uses the conditional inheritance of views
(depending on user groups) to avoid loading unnecessary view
& record content client-side.
This improves performance for admins without the specific application
admin rights, but also fixes the main bugfix problem,
caused by the webclient querying name_get for the records in relational
fields content.
Example:
sale_management adds a res.config.settings field to specify
the default sale.order.template for the current company.
If a 'Settings' user without 'sale.group_sale_manager' opens the
settings, he won't see this setting, but if a default template is
specified for the current company, the webclient will still request
the name_get of this template to the server, because the field
was present in the view, only hidden with a groups attribute.
With this commit change in sale, the field won't be in the view unless
you have the Sale manager group, avoiding the error/traceback/bug.
2) Remove implied application administration groups
Do not force the specific application groups on all 'Settings' user,
they globally do not need those rights, and if they need it, they
can add it to their account themselves.
3) Add a test to make sure settings user are able to manage settings.
4) Enforce 'settings' -> 'access rights' -> 'internal user' groups
As the previous test highlighted some 'false positives' because
it considered a settings user unable to read `crm.team`
and `stock.warehouse` records, we also took the opportunity to enforce
the fact that 'Settings' & 'Access rights' users must be internal users.
It makes no sense for a portal/public user to have access to the
settings, and didn't work anyway.
Part-of: odoo/odoo#91909
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>
This commit gives a name to the Analytics section in the settings
to allow us to change its name easily with an xpath.
It also extracts the attachments domain in tasks so that it can be
overriden in documents_project to exclude attachements linked
to a document.
Related: https://github.com/odoo/enterprise/pull/26696
Related: https://github.com/odoo/upgrade/pull/3557
Task-2802803
Part-of: odoo/odoo#92044
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
** = 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
* = 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>
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
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>
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
In this commit the links to Time Billing and Customer Rating's documents
in timesheet and project respectively are removed.
TaskID:2411098
closesodoo/odoo#63035
X-original-commit: 158e94692c1d2d5a533180238273060343263e95
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
WHAT: apply 93a7695f65baf00d1f82481d6a2a97e6c11940a8 for all res.config.settings
menus
WHY: the same reason as in 93a7695f65baf00d1f82481d6a2a97e6c11940a8:
When saving, a read is called. By default, read has
bin_size to true to avoid performances issues.
It will return the image size instead of the content
it may lead to image dissapearing or "Incorrect padding" error
HOW:
find . -iname "*.xml"|xargs grep "\"context\".*'module'" -l | xargs sed -i "s/\(\"context\".*'module'.*\)\}/\1, 'bin_size': False}/"
git checkout -- addons/base_setup/views/res_config_settings_views.xml
---
PR for General Settings: https://github.com/odoo/odoo/pull/47297
opw-2346644
closesodoo/odoo#61215
X-original-commit: 7c55efa88b72bd1f3f0f32f7f738e2fda5aa4abd
Related: odoo/enterprise#14547
Signed-off-by: Ivan Yelizariev // IEL <yelizariev@users.noreply.github.com>
Before this commit, links to the documentation were referenced the
previous version, 13.0, instead of the current one, 14.0.
Eventhough there is a redirection done by NGINX of a "versionless" URL
to the latest one (e.g. /documentation/user/general/auth/google.html
-> /documentation/user/14.0/general/auth/google.html as of today), the
goal is to keep links owrking for users that will still be using the
14.0 in three years (and should not endup on the 17.0 doc).
closesodoo/odoo#60228
X-original-commit: 7ac08486d91d0ff0151abeeda057ffa6beda72e8
Signed-off-by: Martin Trigaux (mat) <mat@odoo.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>
Done the below several improvement on project:
- move the stage description and tooltips to the debug mode
- remove the 'need assistance' tag
- Change the app description in manifest file 'Organize and
plan your projects.'
- Change the burger menu sequence into: Edit/Delete/Share/Set Cover Image
- change the description of the pad feature into, 'edit tasks
description collaboratively in real time. see each author's
text in a distinct color.'
- add the following tooltip for the allow_billable field,
'invoice your time and material from tasks.'
- add an fa-stopwatch icon in front of the Start & the Stop buttons
in task's form view
- rename the 'validate time spent' modal into 'confirm time spent '
+ increase the size of the description field
+ this field should not be required
- project overview: rename 'Hours recorded' into' Recorded Hours'
- project form view: disable the creation for the portal users field
- Rename the 'ready for next stage' kanban state into 'Ready'
TaskID: 2232051
Related Enterprise PR: https://github.com/odoo/enterprise/pull/9961
closes odoo/odoo#49694
Closes: #49694
Related: odoo/enterprise#9961
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
* Reword tasks in the sample project
* Add a "Create and Edit" button on the project creation modal
* Open the file chooser in "Set a cover image" if there are no images
set
* Correclty display the kanban state button on archived task
* Add a button to list the tasks when deleting a project
* Open file chooser for cover image: Automatically open the file chooser
when setting a cover image on a task if there are no attachments to chose
from.
closesodoo/odoo#47306
Taskid: 2209133
Related: odoo/enterprise#9141
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose
=======
- Change the font-awesome icon from fa-book to fa-question.
- Change the icon color to text-secondary (the same than the multi-company
icon).
- Adjust the icon size to the uppercase text size.
closesodoo/odoo#47210
Taskid: 2209062
Related: odoo/enterprise#9116
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose
=======
A 'book icon' link to the documentation of a feature has been
added in its settings panel, when it is useful (complex feature).
Add a nightly test that parses all the res_config_settings views
from the base one and checks that all documentation links are still valid.
Add the o_doc_link class to all documentation links to be able to easily
catch them if needed.
closesodoo/odoo#45813
Taskid: 2180574
Related: odoo/enterprise#8601
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Remove date_start in project.task model, because it is not
useful. Now using date_assign instead for reporting.
Add two ids in settings views to refer from enterprise modules.
closesodoo/odoo#31101
-Moved the share Button to the dropdown Action menu as it was better suitable there.
-moved sale order item field to extra info as it was better suitable there.
-changed display of settings for project to give it organized look.
Related Task ID: 1928422
closesodoo/odoo#30310
'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.
In left menu used for switching between "apps" particular menu, the
apps names were not translated.
This commit use the "string" attribute which is translated instead of
"data-string" fallbacking on data-string (so things still work without
updating the module).
opw-781728
closes#20972
Before that, the breadcrumb used the name of the action called to access the settings view, which sometimes did no correspond with the settings tab that was actually used.
