Mitali Patel
84f528bcff
Purpose
=======
- Quickly share the url to someone else (a client, a colleague,...)
- Ensure that the recipient can access at least
the portal view of the shared record.
- Typically used when a client cannot retrieve the mail to access his order.
The share link can be used in this case.
Specifications
==============
For any object inheriting form portal.mixin:
- Add a button SHARE (not visible in edit mode)
- When clicking on this button, a popup opens with :
- A warning message for tasks and projects only (see below)
- the link (like in gmail) that can be copied
- Recipients
- mail composer (with preselected template) ==> see below
- button [Send Link] [Copy Link] Discard
- After sharing document, put internal note like
"Document shared to xyz,...." with template message
- Anyone with the link, even anonymous user (not logged in) can have access
to the document with the access token provided in the url.
Impacted models:
- account.invoice (Community)
- project.project (Community)
- project.task (Community)
- purchase.order (Community)
- sale.order (Community)
- helpdesk.ticket (Enterprise)
Warning messages and access rules:
Allowed :
- SO canceled or draft will be accessible with the link
with access_token
- If the customer account is B2B (signup not enabled), the recipient
will anyway see the document as the user specifically wants the
recipient to see the document.
Restrictions :
- For Project and Task, if the privacy is not public, then, there is a
contradiction between the access_token mechanism
and the privacy of the document.
- A warning message will be displayed in the share wizard to inform the
user if the document cannot be visible by the recipients and to
ask him to set the privacy to 'Visible by following customer'.
The send button will, in that case, be hidden.
- To avoid to block the share for a new project, default privacy value
is now set to 'Visible by followong customer'
Technical implementation
========================
- Move the access_token mechanism (field + methods + mail controller)
to the portal.mixin to be able to use it in a generic way for each object
inheriting the portal.mixin
- Generalise a part of the _*model*_get_page_view_values method
into a single one in portal
- Generalize the _*model*_check_access into the portal controller of the
portal module
- Remove the init_column + default value for the access_token
> old records have an access_token,
> new one won't but it will be generated on demand via the get_access_token
Done for performance reasons
- Add share button into action menu separately. + kanban view context menu
(except for task and project where button not in action menu but 'simple'
button for task and project because other modules already provide action
to send documents by email, which is not the case for project and task.)
- Add a sign_token used to authentify the recipient in the portal view chatter,
if any. The message will be posted as if the user was logged in.
- Set the _get_share_url as private for security reason
- Add a redirect parameter to _get_share_url to get
If false : The direct portal view url
If True : The redirect url (mail/view/?)
- Cleaning up unnecessary code
- Bug fix :
- Before, if user was not logged and record had partner_id,
if partner id was null, post message was done as admin.
Now, the post message is done as public user.
- If the user had an uid but had no access_token, he could be able
to gain the access token of the record.
check_access_rights was missing in the get_access_action.
Task ID : 30985
Closes #25629
935 lines
55 KiB
XML
935 lines
55 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Top menu item -->
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<menuitem name="Project"
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id="menu_main_pm"
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groups="group_project_manager,group_project_user"
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web_icon="project,static/description/icon.png"
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sequence="50"/>
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<menuitem name="Search"
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id="menu_project_management"
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parent="menu_main_pm"
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sequence="2" groups="base.group_no_one,group_project_user"/>
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<menuitem id="menu_project_config" name="Configuration" parent="menu_main_pm"
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sequence="100" groups="project.group_project_manager"/>
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<record id="view_task_search_form" model="ir.ui.view">
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<field name="name">project.task.search.form</field>
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<field name="model">project.task</field>
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<field name="arch" type="xml">
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<search string="Tasks">
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<field name="name" string="Tasks"/>
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<field name="tag_ids"/>
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<field name="partner_id"/>
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<field name="project_id"/>
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<field name="user_id"/>
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<field name="stage_id"/>
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<filter string="My Tasks" name="my_tasks" domain="[('user_id','=',uid)]"/>
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<filter string="My Followed Tasks" name="my_followed_tasks" domain="[('message_is_follower', '=', True)]" />
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<filter string="Unassigned" name="unassigned" domain="[('user_id', '=', False)]"/>
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<separator/>
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<filter string="Starred" name="starred" domain="[('priority','in',[1, 2])]"/>
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<separator/>
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<filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
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<filter string="Archived" name="inactive" domain="[('active','=',False)]"/>
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<separator/>
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<filter string="My Activities" name="activities_my"
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domain="[('activity_ids.user_id', '=', uid)]"/>
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<separator/>
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<filter string="Late Activities" name="activities_overdue"
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domain="[('activity_ids.date_deadline', '<', context_today().strftime('%Y-%m-%d'))]"
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help="Show all records which has next action date is before today"/>
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<filter string="Today Activities" name="activities_today"
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domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
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<filter string="Future Activities" name="activities_upcoming_all"
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domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d'))
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]"/>
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<separator/>
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<filter string="Rated tasks" name="rating_task" domain="[('rating_last_value', '!=', 0.0)]" groups="project.group_project_rating"/>
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<group expand="0" string="Group By">
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<filter string="Project" name="project" context="{'group_by':'project_id'}"/>
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<filter string="Task" name="task" context="{'group_by':'name'}"/>
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<filter string="Assigned to" name="user" context="{'group_by':'user_id'}"/>
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<filter string="Stage" name="stage" context="{'group_by':'stage_id'}"/>
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<filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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</group>
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</search>
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</field>
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</record>
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<record id="act_project_project_2_project_task_all" model="ir.actions.act_window">
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<field name="name">Tasks</field>
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<field name="res_model">project.task</field>
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<field name="view_mode">kanban,tree,form,calendar,pivot,graph</field>
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<field name="context">{
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'search_default_project_id': [active_id],
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'default_project_id': active_id,
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}</field>
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<field name="search_view_id" ref="view_task_search_form"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Click <i>Create</i> to start a new task.
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</p><p>
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To get things done, use activities and status on tasks.<br/>
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Chat in real time or by email to collaborate efficiently.
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</p>
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</field>
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</record>
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<record id="project_task_action_sub_task" model="ir.actions.act_window">
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<field name="name">Sub-tasks</field>
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<field name="res_model">project.task</field>
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<field name="view_mode">kanban,tree,form,calendar,pivot,graph</field>
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<field name="search_view_id" ref="project.view_task_search_form"/>
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</record>
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<!-- Project -->
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<record id="edit_project" model="ir.ui.view">
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<field name="name">project.project.form</field>
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<field name="model">project.project</field>
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<field name="arch" type="xml">
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<form string="Project">
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<header>
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<button name="%(portal.portal_share_action)d" string="Share" type="action" class="oe_highlight oe_read_only"/>
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</header>
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<sheet string="Project">
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<div class="oe_button_box" name="button_box" groups="base.group_user">
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<button class="oe_stat_button" name="attachment_tree_view" type="object" icon="fa-files-o">
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<field string="Documents" name="doc_count" widget="statinfo"/>
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</button>
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<button class="oe_stat_button" type="action" attrs="{'invisible': [('task_count', '=', 0)]}"
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name="%(act_project_project_2_project_task_all)d" icon="fa-tasks">
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<field string="Tasks" name="task_count" widget="statinfo" options="{'label_field': 'label_tasks'}"/>
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</button>
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<button name="action_view_all_rating" type="object" attrs="{'invisible': ['|', '|', ('rating_status', '=', 'no'), ('percentage_satisfaction_task', '=', -1)]}" class="oe_stat_button oe_percent" icon="fa-smile-o" groups="project.group_project_rating">
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<div class="o_field_widget o_stat_info">
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<span class="o_stat_value">
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<field name="percentage_satisfaction_task" nolabel="1"/>
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</span>
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<span class="o_stat_text">
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% On <field readonly="1" name="label_tasks" options="{'label_field': 'label_tasks'}" />
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</span>
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</div>
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</button>
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<button name="toggle_active" type="object"
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confirm="(Un)archiving a project automatically (un)archives its tasks. Do you want to proceed?"
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class="oe_stat_button" icon="fa-archive">
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<field name="active" widget="boolean_button"
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options='{"terminology": "archive"}'/>
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</button>
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</div>
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<div class="oe_title">
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<h1>
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<field name="name" placeholder="Project Name"/>
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</h1>
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<div name="options_active" class="oe_edit_only">
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<div>
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<label for="label_tasks" class="oe_inline" string="Name of the tasks :"/>
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<field name="label_tasks" class="oe_inline oe_input_align"/>
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</div>
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</div>
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</div>
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<notebook>
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<page name="settings" string="Settings">
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<group>
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<field name="user_id" string="Project Manager"
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attrs="{'readonly':[('active','=',False)]}"/>
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<field name="privacy_visibility" widget="radio"/>
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<field name="partner_id" string="Customer"/>
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<label for="rating_status" groups="project.group_project_rating"/>
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<div groups="project.group_project_rating">
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<field name="rating_status" widget="radio"/>
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<p attrs="{'invisible': [('rating_status','not in',('periodic','stage'))]}" class="text-muted oe_edit_only">
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Edit project's stages and set an email template on the stages on which you want to activate the rating.
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</p>
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</div>
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<field name="rating_status_period" class="oe_inline" attrs="{'required': [('rating_status','=','periodic')], 'invisible': [('rating_status','!=','periodic')]}" groups="project.group_project_rating"/>
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<field name="portal_show_rating" attrs="{'invisible': [('rating_status','==','no')]}" groups="project.group_project_rating"/>
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<field name="subtask_project_id" groups="project.group_subtask_project"/>
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</group>
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<group name="misc">
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<group string="Configuration" groups="base.group_no_one" name="configuration">
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<field name="sequence" groups="base.group_no_one"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</group>
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<group string="Time Scheduling" groups="base.group_no_one">
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<field name="resource_calendar_id" groups="base.group_no_one"/>
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</group>
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</group>
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</page>
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<page name="emails" string="Emails" attrs="{'invisible': [('alias_domain', '=', False)]}">
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<group name="group_alias">
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<label for="alias_name" string="Email Alias"/>
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<div name="alias_def">
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<field name="alias_id" class="oe_read_only oe_inline"
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string="Email Alias" required="0"/>
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<div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
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<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
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</div>
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</div>
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<field name="alias_contact" class="oe_inline oe_edit_only"
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string="Accept Emails From"/>
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</group>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers" help="Follow this project to automatically track the events associated to tasks and issues of this project." groups="base.group_user"/>
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</div>
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</form>
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</field>
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</record>
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<record id="view_project_project_filter" model="ir.ui.view">
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<field name="name">project.project.select</field>
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<field name="model">project.project</field>
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<field name="arch" type="xml">
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<search string="Search Project">
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<field name="name" string="Project Name"/>
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<filter string="My Favorites" name="my_projects" domain="[('favorite_user_ids', 'in', uid)]"/>
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<separator/>
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<filter string="Followed by Me" name="followed_by_me" domain="[('message_is_follower','=',True)]"/>
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<separator/>
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<filter string="Archived" name="inactive" domain="[('active','=',False)]"/>
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<field name="user_id" string="Project Manager"/>
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<field name="partner_id" string="Contact" filter_domain="[('partner_id', 'child_of', self)]"/>
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<group expand="0" string="Group By">
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<filter string="Manager" name="Manager" context="{'group_by':'user_id'}"/>
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<filter string="Contact" name="Partner" context="{'group_by':'partner_id'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="view_project" model="ir.ui.view">
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<field name="name">project.project.tree</field>
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<field name="model">project.project</field>
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<field name="arch" type="xml">
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<tree decoration-bf="message_needaction==True" decoration-muted="active == False" string="Projects">
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<field name="sequence" widget="handle"/>
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<field name="message_needaction" invisible="1"/>
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<field name="active" invisible="1"/>
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<field name="name" string="Project Name"/>
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<field name="user_id" string="Project Manager"/>
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<field name="partner_id" string="Contact"/>
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</tree>
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</field>
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</record>
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<record id="project_view_kanban" model="ir.ui.view">
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<field name="name">project.project.kanban</field>
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<field name="model">project.project</field>
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<field name="arch" type="xml">
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<kanban class="o_kanban_mobile">
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<field name="user_id" string="Project Manager"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_content oe_kanban_global_click o_kanban_get_form">
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<div class="row">
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<div class="col-12">
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<strong><field name="name" string="Project Name"/></strong>
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</div>
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</div>
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<div class="row">
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<div class="col-8">
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<field name="partner_id" string="Contact"/>
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</div>
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<div class="col-4">
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<div class="oe_kanban_bottom_right">
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<img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" t-att-alt="record.user_id.value" width="24" height="24" class="oe_kanban_avatar float-right"/>
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</div>
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</div>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record id="project_project_view_form_simplified" model="ir.ui.view">
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<field name="name">project.project.view.form.simplified</field>
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<field name="model">project.project</field>
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<field name="arch" type="xml">
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<form string="Project">
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<group>
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<group>
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<field name="name" class="o_project_name oe_inline"
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string="Project Name" placeholder="e.g. Office Party"/>
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<field name="user_id" invisible="1"/>
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<label for="alias_name" string="Choose a Project Email" attrs="{'invisible': [('alias_domain', '=', False)]}"/>
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<div name="alias_def" attrs="{'invisible': [('alias_domain', '=', False)]}">
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<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
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</div>
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</group>
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</group>
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<footer>
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<button string="Create" name="open_tasks" type="object" class="btn-primary o_open_tasks"/>
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<button string="Discard" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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<record id="open_create_project" model="ir.actions.act_window">
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<field name="name">Create a Project</field>
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<field name="res_model">project.project</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="view_id" ref="project_project_view_form_simplified"/>
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<field name="target">new</field>
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</record>
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<record model="ir.ui.view" id="view_project_kanban">
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<field name="name">project.project.kanban</field>
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<field name="model">project.project</field>
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<field name="arch" type="xml">
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<kanban class="oe_background_grey o_kanban_dashboard o_project_kanban o_emphasize_colors" on_create="project.open_create_project">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="color"/>
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<field name="task_count"/>
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<field name="label_tasks"/>
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<field name="alias_id"/>
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<field name="alias_name"/>
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<field name="alias_domain"/>
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<field name="is_favorite"/>
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<field name="percentage_satisfaction_project"/>
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<field name="rating_status"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="#{kanban_color(record.color.raw_value)} oe_kanban_global_click o_has_icon">
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<div class="o_project_kanban_main">
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<div class="o_kanban_card_content">
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<div class="o_kanban_primary_left">
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<div class="o_primary">
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<span><t t-esc="record.name.value"/></span>
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<span t-if="record.partner_id.value">
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<strong><t t-esc="record.partner_id.value"/></strong>
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</span>
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</div>
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<div t-if="record.alias_name.value and record.alias_domain.value">
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<span><i class="fa fa-envelope" role="img" aria-label="Domain Alias" title="Domain Alias"></i> <t t-esc="record.alias_id.value"/></span>
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</div>
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<div t-if="record.rating_status.raw_value != 'no'" class="mt8 text-primary" title="Percentage of happy ratings over the past 30 days. Get rating details from the More menu." groups="project.group_project_rating">
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<b>
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<t t-if="record.percentage_satisfaction_project.value == -1">
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<i class="fa fa-smile-o"/> No rating yet
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</t>
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<t t-if="record.percentage_satisfaction_project.value != -1">
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<a name="action_view_all_rating" type="object" context="{'search_default_rating_last_30_days':1}">
|
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<i class="fa fa-smile-o" role="img" aria-label="Percentage of satisfaction" title="Percentage of satisfaction"/> <t t-esc="record.percentage_satisfaction_project.value"/>%
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</a>
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</t>
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</b>
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</div>
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</div>
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</div>
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<div class="o_kanban_card_manage_pane dropdown-menu" groups="project.group_project_manager" role="menu">
|
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<div class="o_kanban_card_manage_section o_kanban_manage_reports">
|
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<div role="menuitem">
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<a name="%(portal.portal_share_action)d" type="action">Share</a>
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</div>
|
|
<div role="menuitem">
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<a type="edit">Edit</a>
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</div>
|
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<div role="menuitem" t-if="record.rating_status.raw_value != 'no'">
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<a name="action_view_all_rating" type="object">Customer Ratings</a>
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</div>
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|
</div>
|
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<div role="menuitem" aria-haspopup="true" class="o_no_padding_kanban_colorpicker">
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|
<ul class="oe_kanban_colorpicker" data-field="color" role="popup"/>
|
|
</div>
|
|
</div>
|
|
<a class="o_kanban_manage_toggle_button o_left" href="#" groups="project.group_project_manager"><i class="fa fa-ellipsis-v" role="img" aria-label="Manage" title="Manage"/></a>
|
|
<span class="o_right"><field name="is_favorite" widget="boolean_favorite" nolabel="1" force_save="1" /></span>
|
|
</div>
|
|
|
|
<div class="o_project_kanban_boxes">
|
|
<a class="o_project_kanban_box" name="%(act_project_project_2_project_task_all)d" type="action">
|
|
<div>
|
|
<span class="o_value"><t t-esc="record.task_count.value"/></span>
|
|
<span class="o_label"><t t-esc="record.label_tasks.value"/></span>
|
|
</div>
|
|
</a>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="ir_actions_server_project_sample" model="ir.actions.server">
|
|
<field name="name">Project: Activate Sample Project</field>
|
|
<field name="model_id" ref="project.model_project_project"/>
|
|
<field name="state">code</field>
|
|
<field name="code">action = model.activate_sample_project()</field>
|
|
</record>
|
|
|
|
<record id="open_view_project_all" model="ir.actions.act_window">
|
|
<field name="name">Projects</field>
|
|
<field name="res_model">project.project</field>
|
|
<field name="view_type">form</field>
|
|
<field name="domain">[]</field>
|
|
<field name="view_mode">kanban,form</field>
|
|
<field name="view_id" ref="view_project_kanban"/>
|
|
<field name="search_view_id" ref="view_project_project_filter"/>
|
|
<field name="target">main</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Create a new project
|
|
</p><p>
|
|
Or <a type="action" name="%(project.ir_actions_server_project_sample)d">activate a sample project</a> to play with.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="open_view_project_all_config" model="ir.actions.act_window">
|
|
<field name="name">Projects</field>
|
|
<field name="res_model">project.project</field>
|
|
<field name="view_type">form</field>
|
|
<field name="domain">[]</field>
|
|
<field name="view_mode">tree,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'tree', 'view_id': ref('view_project')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('project_view_kanban')})]"/>
|
|
<field name="search_view_id" ref="view_project_project_filter"/>
|
|
<field name="context">{}</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_empty_folder">
|
|
Create a new project
|
|
</p><p>
|
|
Organize your activities (plan tasks, track issues, invoice timesheets) for internal, personal or customer projects.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Task -->
|
|
<record id="view_task_form2" model="ir.ui.view">
|
|
<field name="name">project.task.form</field>
|
|
<field name="model">project.task</field>
|
|
<field eval="2" name="priority"/>
|
|
<field name="arch" type="xml">
|
|
<form string="Task" class="o_form_project_tasks">
|
|
<header>
|
|
<button name="action_assign_to_me" string="Assign to Me" type="object" class="oe_highlight"
|
|
attrs="{'invisible' : [('user_id', '!=', False)]}"/>
|
|
<button name="%(portal.portal_share_action)d" string="Share" type="action" class="oe_highlight oe_read_only"/>
|
|
<field name="stage_id" widget="statusbar" options="{'clickable': '1', 'fold_field': 'fold'}"/>
|
|
</header>
|
|
<sheet string="Task">
|
|
<div class="oe_button_box" name="button_box">
|
|
<button class="oe_stat_button" icon="fa-tasks" type="object" name="action_open_parent_task" string="Parent Task" attrs="{'invisible' : [('parent_id', '=', False)]}" groups="project.group_subtask_project"/>
|
|
<button name="action_subtask" type="object" class="oe_stat_button" icon="fa-tasks"
|
|
attrs="{'invisible' : [('parent_id', '!=', False)]}"
|
|
context="{'project_id': subtask_project_id, 'name': name, 'partner_id': partner_id}" groups="project.group_subtask_project">
|
|
<field string="Sub-tasks" name="subtask_count" widget="statinfo"/>
|
|
</button>
|
|
<button name="%(rating_rating_action_task)d" type="action" attrs="{'invisible': [('rating_count', '=', 0)]}" class="oe_stat_button" icon="fa-smile-o" groups="project.group_project_rating">
|
|
<field name="rating_count" string="Rating" widget="statinfo"/>
|
|
</button>
|
|
<button name="toggle_active" type="object" groups="base.group_user"
|
|
class="oe_stat_button" icon="fa-archive">
|
|
<field name="active" widget="boolean_button"
|
|
options='{"terminology": "archive"}'/>
|
|
</button>
|
|
</div>
|
|
<field name="kanban_state" widget="state_selection"/>
|
|
<div class="oe_title">
|
|
<h1 class="o_row">
|
|
<field name="priority" widget="priority"/>
|
|
<field name="name" class="o_task_name" placeholder="Task Title..."/>
|
|
</h1>
|
|
</div>
|
|
<group>
|
|
<group>
|
|
<field name="project_id" domain="[('active', '=', True)]"/>
|
|
<field name="user_id"
|
|
class="o_task_user_field"
|
|
options='{"no_open": True}'/>
|
|
<field name="legend_blocked" invisible="1"/>
|
|
<field name="legend_normal" invisible="1"/>
|
|
<field name="legend_done" invisible="1"/>
|
|
</group>
|
|
<group>
|
|
<field name="date_deadline"/>
|
|
<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
|
|
</group>
|
|
</group>
|
|
<notebook>
|
|
<page name="description_page" string="Description">
|
|
<field name="description" type="html"/>
|
|
<div class="oe_clear"/>
|
|
</page>
|
|
<page name="extra_info" string="Extra Info">
|
|
<group>
|
|
<group>
|
|
<field name="sequence" groups="base.group_no_one"/>
|
|
<field name="partner_id" attrs="{'readonly': [('parent_id', '!=', False)]}"/>
|
|
<field name="email_from" attrs="{'readonly': [('parent_id', '!=', False)]}"/>
|
|
<field name="email_cc" groups="base.group_no_one"/>
|
|
<field name="parent_id" attrs="{'invisible' : [('subtask_count', '>', 0)]}" groups="project.group_subtask_project"/>
|
|
<field name="child_ids" invisible="1" />
|
|
<field name="subtask_project_id" invisible="1" />
|
|
<field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
|
|
<field name="displayed_image_id" groups="base.group_no_one"/>
|
|
</group>
|
|
<group>
|
|
<field name="date_assign" groups="base.group_no_one"/>
|
|
<field name="date_last_stage_update" groups="base.group_no_one"/>
|
|
</group>
|
|
<group string="Working Time to Assign" attrs="{'invisible': [('working_hours_open', '=', 0.0)]}">
|
|
<field name="working_hours_open" string="Hours"/>
|
|
<field name="working_days_open" string="Days"/>
|
|
</group>
|
|
<group string="Working Time to Close" attrs="{'invisible': [('working_hours_close', '=', 0.0)]}">
|
|
<field name="working_hours_close" string="Hours"/>
|
|
<field name="working_days_close" string="Days"/>
|
|
</group>
|
|
</group>
|
|
</page>
|
|
</notebook>
|
|
</sheet>
|
|
<div class="oe_chatter">
|
|
<field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/>
|
|
<field name="activity_ids" widget="mail_activity"/>
|
|
<field name="message_ids" widget="mail_thread"/>
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="quick_create_task_form" model="ir.ui.view">
|
|
<field name="name">project.task.form.quick_create</field>
|
|
<field name="model">project.task</field>
|
|
<field name="priority">1000</field>
|
|
<field name="arch" type="xml">
|
|
<form>
|
|
<group>
|
|
<field name="name" string = "Task Title"/>
|
|
<field name="user_id" options="{'no_open': True,'no_create': True}"/>
|
|
</group>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Project Task Kanban View -->
|
|
<record model="ir.ui.view" id="view_task_kanban">
|
|
<field name="name">project.task.kanban</field>
|
|
<field name="model">project.task</field>
|
|
<field name="arch" type="xml">
|
|
<kanban default_group_by="stage_id" class="o_kanban_small_column o_kanban_project_tasks" on_create="quick_create" quick_create_view="project.quick_create_task_form" examples="project">
|
|
<field name="color"/>
|
|
<field name="priority"/>
|
|
<field name="stage_id" options='{"group_by_tooltip": {"description": "Stage Description", "legend_priority": "Use of stars"}}'/>
|
|
<field name="user_id"/>
|
|
<field name="user_email"/>
|
|
<field name="description"/>
|
|
<field name="sequence"/>
|
|
<field name="date_deadline"/>
|
|
<field name="message_needaction_counter"/>
|
|
<field name="attachment_ids"/>
|
|
<field name="displayed_image_id"/>
|
|
<field name="active"/>
|
|
<field name="legend_blocked"/>
|
|
<field name="legend_normal"/>
|
|
<field name="legend_done"/>
|
|
<field name="activity_ids"/>
|
|
<field name="activity_state"/>
|
|
<field name="rating_last_value"/>
|
|
<field name="rating_ids"/>
|
|
<progressbar field="kanban_state" colors='{"done": "success", "blocked": "danger"}'/>
|
|
<templates>
|
|
<t t-name="kanban-box">
|
|
<div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
|
|
<div class="oe_kanban_content">
|
|
<div class="o_kanban_record_top">
|
|
<div class="o_kanban_record_headings">
|
|
<strong class="o_kanban_record_title"><field name="name"/></strong><br/>
|
|
<small class="o_kanban_record_subtitle text-muted">
|
|
<field name="project_id" invisible="context.get('default_project_id', False)"/>
|
|
<t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
|
|
<span t-attf-class="#{red || ''}"><i><field name="date_deadline"/></i></span>
|
|
<t t-if="record.email_from.raw_value"><span><field name="email_from"/></span></t>
|
|
</small>
|
|
</div>
|
|
<div class="o_dropdown_kanban dropdown" groups="base.group_user">
|
|
<a role="button" class="dropdown-toggle o-no-caret btn" data-toggle="dropdown" href="#" aria-label="Dropdown menu" title="Dropdown menu">
|
|
<span class="fa fa-ellipsis-v"/>
|
|
</a>
|
|
<div class="dropdown-menu" role="menu">
|
|
<a t-if="widget.editable" role="menuitem" type="set_cover" class="dropdown-item">Set Cover Image</a>
|
|
<a name="%(portal.portal_share_action)d" role="menuitem" type="action" class="dropdown-item">Share</a>
|
|
<a t-if="widget.editable" role="menuitem" type="edit" class="dropdown-item">Edit Task</a>
|
|
<a t-if="widget.deletable" role="menuitem" type="delete" class="dropdown-item">Delete</a>
|
|
<div role="separator" class="dropdown-divider"></div>
|
|
<div role="separator" class="dropdown-header">Record's Colour</div>
|
|
<ul class="oe_kanban_colorpicker" data-field="color"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="o_kanban_record_body">
|
|
<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color'}"/>
|
|
<div t-if="record.displayed_image_id.value">
|
|
<field name="displayed_image_id" widget="attachment_image"/>
|
|
</div>
|
|
</div>
|
|
<div class="o_kanban_record_bottom">
|
|
<div class="oe_kanban_bottom_left">
|
|
<field name="priority" widget="priority"/>
|
|
<field name="activity_ids" widget="kanban_activity"/>
|
|
<t t-if="record.message_needaction_counter.raw_value">
|
|
<span role="alert" class='oe_kanban_mail_new' title='Unread Messages'><i class='fa fa-comments' role="img" aria-label="Unread Messages"/><t t-raw="record.message_needaction_counter.raw_value"/></span>
|
|
</t>
|
|
<b t-if="record.rating_ids.raw_value.length">
|
|
<span style="font-weight:bold;" class="fa fa-fw mt4 fa-smile-o text-success" t-if="record.rating_last_value.value == 10" title="Latest Rating: Satisfied" role="img" aria-label="Happy face"/>
|
|
<span style="font-weight:bold;" class="fa fa-fw mt4 fa-meh-o text-warning" t-if="record.rating_last_value.value == 5" title="Latest Rating: Not Satisfied" role="img" aria-label="Neutral face"/>
|
|
<span style="font-weight:bold;" class="fa fa-fw mt4 fa-frown-o text-danger" t-if="record.rating_last_value.value == 1" title="Latest Rating: Higly Dissatisfied" role="img" aria-label="Sad face"/>
|
|
</b>
|
|
</div>
|
|
<div class="oe_kanban_bottom_right">
|
|
<field name="kanban_state" widget="state_selection" groups="base.group_user"/>
|
|
<img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" t-att-alt="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="oe_clear"></div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_task_tree2" model="ir.ui.view">
|
|
<field name="name">project.task.tree</field>
|
|
<field name="model">project.task</field>
|
|
<field eval="2" name="priority"/>
|
|
<field name="arch" type="xml">
|
|
<tree decoration-bf="message_needaction==True" decoration-danger="date_deadline and (date_deadline<current_date)" string="Tasks">
|
|
<field name="message_needaction" invisible="1"/>
|
|
<field name="sequence" invisible="not context.get('seq_visible', False)"/>
|
|
<field name="name"/>
|
|
<field name="project_id" invisible="context.get('user_invisible', False)"/>
|
|
<field name="user_id" invisible="context.get('user_invisible', False)"/>
|
|
<field name="date_deadline" invisible="context.get('deadline_visible',True)"/>
|
|
<field name="stage_id" invisible="context.get('set_visible',False)"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="project_task_view_tree_activity" model="ir.ui.view">
|
|
<field name="name">project.task.tree.activity</field>
|
|
<field name="model">project.task</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Next Activities" decoration-danger="activity_date_deadline < current_date" default_order="activity_date_deadline">
|
|
<field name="name"/>
|
|
<field name="project_id"/>
|
|
<field name="activity_date_deadline"/>
|
|
<field name="activity_type_id"/>
|
|
<field name="activity_summary"/>
|
|
<field name="stage_id"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_task_calendar" model="ir.ui.view">
|
|
<field name="name">project.task.calendar</field>
|
|
<field name="model">project.task</field>
|
|
<field eval="2" name="priority"/>
|
|
<field name="arch" type="xml">
|
|
<calendar date_start="date_deadline" string="Tasks" mode="month" color="user_id">
|
|
<field name="name"/>
|
|
</calendar>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_project_task_pivot" model="ir.ui.view">
|
|
<field name="name">project.task.pivot</field>
|
|
<field name="model">project.task</field>
|
|
<field name="arch" type="xml">
|
|
<pivot string="Project Tasks">
|
|
<field name="project_id" type="row"/>
|
|
<field name="stage_id" type="col"/>
|
|
</pivot>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_project_task_graph" model="ir.ui.view">
|
|
<field name="name">project.task.graph</field>
|
|
<field name="model">project.task</field>
|
|
<field name="arch" type="xml">
|
|
<graph string="Project Tasks">
|
|
<field name="project_id"/>
|
|
<field name="stage_id"/>
|
|
</graph>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_view_task" model="ir.actions.act_window">
|
|
<field name="name">Tasks</field>
|
|
<field name="res_model">project.task</field>
|
|
<field name="view_mode">kanban,tree,form,calendar,pivot,graph</field>
|
|
<field name="context">{'search_default_my_tasks': 1}</field>
|
|
<field name="search_view_id" ref="view_task_search_form"/>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Create a new task
|
|
</p><p>
|
|
Odoo's project management allows you to manage the pipeline of your tasks efficiently.<br/>
|
|
You can track progress, discuss on tasks, attach documents, etc.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
<record id="open_view_task_list_kanban" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="0"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="act_window_id" ref="action_view_task"/>
|
|
</record>
|
|
<record id="open_view_task_list_tree" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">tree</field>
|
|
<field name="act_window_id" ref="action_view_task"/>
|
|
</record>
|
|
|
|
<record id="project_task_action_activity" model="ir.actions.act_window">
|
|
<field name="name">My Next Activities</field>
|
|
<field name="res_model">project.task</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form,kanban,calendar</field>
|
|
<field name="view_id" ref="project_task_view_tree_activity"/>
|
|
<field name="context">{'search_default_activities_my':1}</field>
|
|
<field name="domain">[('activity_date_deadline', '!=', False)]</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_empty_folder">
|
|
No scheduled activity at the moment
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem action="action_view_task" id="menu_action_view_task" parent="project.menu_project_management" sequence="5"/>
|
|
|
|
<record id="project_task_action_from_partner" model="ir.actions.act_window">
|
|
<field name="name">Tasks</field>
|
|
<field name="res_model">project.task</field>
|
|
<field name="view_mode">kanban,tree,form</field>
|
|
<field name="search_view_id" ref="view_task_search_form"/>
|
|
</record>
|
|
|
|
<menuitem id="project_task_menu_activity"
|
|
name="Next Activities"
|
|
parent="project.menu_project_management"
|
|
action="project_task_action_activity"
|
|
sequence="25"/>
|
|
|
|
<record id="action_view_task_overpassed_draft" model="ir.actions.act_window">
|
|
<field name="name">Overpassed Tasks</field>
|
|
<field name="res_model">project.task</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form,calendar,graph,kanban</field>
|
|
<field name="domain">[('date_deadline','<',time.strftime('%Y-%m-%d'))]</field>
|
|
<field name="filter" eval="True"/>
|
|
<field name="search_view_id" ref="view_task_search_form"/>
|
|
</record>
|
|
|
|
<!-- Opening task when double clicking on project -->
|
|
<record id="dblc_proj" model="ir.actions.act_window">
|
|
<field name="res_model">project.task</field>
|
|
<field name="name">Project's tasks</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form,calendar,graph,kanban</field>
|
|
<field name="domain">[('project_id', 'child_of', [active_id])]</field>
|
|
<field name="context">{'project_id':active_id}</field>
|
|
</record>
|
|
|
|
<!-- Task types -->
|
|
<record id="task_type_search" model="ir.ui.view">
|
|
<field name="name">project.task.type.search</field>
|
|
<field name="model">project.task.type</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Tasks Stages">
|
|
<field name="name" string="Tasks Stages"/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="task_type_edit" model="ir.ui.view">
|
|
<field name="name">project.task.type.form</field>
|
|
<field name="model">project.task.type</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Task Stage">
|
|
<sheet>
|
|
<group>
|
|
<group>
|
|
<field name="name"/>
|
|
<field name="mail_template_id"/>
|
|
<field name="rating_template_id" groups="project.group_project_rating"/>
|
|
<field name="auto_validation_kanban_state" attrs="{'invisible': [('rating_template_id','=', False)]}" groups="project.group_project_rating"/>
|
|
</group>
|
|
<group>
|
|
<field name="fold"/>
|
|
<field name="project_ids" widget="many2many_tags" groups="base.group_no_one"/>
|
|
<field name="sequence" groups="base.group_no_one"/>
|
|
</group>
|
|
</group>
|
|
<group string="Stage Description and Tooltips">
|
|
<p class="text-muted" colspan="2">
|
|
At each stage employees can block or make task/issue ready for next stage.
|
|
You can define here labels that will be displayed for the state instead
|
|
of the default labels.
|
|
</p>
|
|
<label for="legend_normal" string=" " class="o_status oe_project_kanban_legend"
|
|
title="Task in progress. Click to block or set as done."
|
|
aria-label="Task in progress. Click to block or set as done." role="img"/>
|
|
<field name="legend_normal" nolabel="1"/>
|
|
<label for="legend_blocked" string=" " class="o_status o_status_red oe_project_kanban_legend"
|
|
title="Task is blocked. Click to unblock or set as done."
|
|
aria-label="Task is blocked. Click to unblock or set as done." role="img"/>
|
|
<field name="legend_blocked" nolabel="1"/>
|
|
<label for="legend_done" string=" " class="o_status o_status_green oe_project_kanban_legend"
|
|
title="This step is done. Click to block or set in progress."
|
|
aria-label="This step is done. Click to block or set in progress." role="img"/>
|
|
<field name="legend_done" nolabel="1"/>
|
|
|
|
<p class="text-muted" colspan="2">
|
|
You can also give a tooltip about the use of the stars available in the kanban and form views.
|
|
</p>
|
|
<label for="legend_priority" string=" " class="fa fa-star fa-lg o_star_on oe_project_kanban_legend" aria-label="Legend priority" title="Legend priority" role="img"/>
|
|
<field name="legend_priority" nolabel="1"/>
|
|
|
|
<p class="text-muted" colspan="2">
|
|
You can also add a description to help your coworkers understand the meaning and purpose of the stage.
|
|
</p>
|
|
<field name="description" placeholder="Add a description..." nolabel="1" colspan="2"/>
|
|
</group>
|
|
</sheet>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="task_type_tree" model="ir.ui.view">
|
|
<field name="name">project.task.type.tree</field>
|
|
<field name="model">project.task.type</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Task Stage">
|
|
<field name="sequence" widget="handle" groups="base.group_no_one"/>
|
|
<field name="name"/>
|
|
<field name="fold"/>
|
|
<field name="description"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_project_task_type_kanban" model="ir.ui.view">
|
|
<field name="name">project.task.type.kanban</field>
|
|
<field name="model">project.task.type</field>
|
|
<field name="arch" type="xml">
|
|
<kanban class="o_kanban_mobile">
|
|
<field name="name"/>
|
|
<field name="fold"/>
|
|
<field name="description"/>
|
|
<templates>
|
|
<t t-name="kanban-box">
|
|
<div t-attf-class="oe_kanban_global_click">
|
|
<div class="row">
|
|
<div class="col-12">
|
|
<strong><t t-esc="record.name.value"/></strong>
|
|
</div>
|
|
</div>
|
|
<t t-if="record.description.value">
|
|
<hr class="mt8 mb8"/>
|
|
<t t-esc="record.description.value"/>
|
|
</t>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="open_task_type_form" model="ir.actions.act_window">
|
|
<field name="name">Stages</field>
|
|
<field name="res_model">project.task.type</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,kanban,form</field>
|
|
<field name="view_id" ref="task_type_tree"/>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Create a new stage in the task pipeline
|
|
</p><p>
|
|
Define the steps that will be used in the project from the
|
|
creation of the task, up to the closing of the task or issue.
|
|
You will use these stages in order to track the progress in
|
|
solving a task or an issue.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem id="menu_tasks_config" name="GTD" parent="menu_project_config" sequence="2"/>
|
|
|
|
<menuitem action="open_task_type_form" id="menu_project_config_project" name="Stages" parent="menu_project_config" sequence="3" groups="base.group_no_one"/>
|
|
|
|
<menuitem action="open_view_project_all" id="menu_projects" name="Dashboard" parent="menu_main_pm" sequence="1"/>
|
|
<menuitem action="open_view_project_all_config" id="menu_projects_config" name="Projects" parent="menu_project_config" sequence="10"/>
|
|
|
|
<!-- User Form -->
|
|
<act_window context="{'search_default_user_id': [active_id], 'default_user_id': active_id}"
|
|
id="act_res_users_2_project_task_opened" name="Assigned Tasks"
|
|
res_model="project.task" src_model="res.users" view_mode="tree,form,calendar,graph" view_type="form"/>
|
|
|
|
<!-- Tags -->
|
|
<record model="ir.ui.view" id="project_tags_search_view">
|
|
<field name="name">Tags</field>
|
|
<field name="model">project.tags</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Issue Version">
|
|
<field name="name"/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
<record model="ir.ui.view" id="project_tags_form_view">
|
|
<field name="name">Tags</field>
|
|
<field name="model">project.tags</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Tags">
|
|
<group>
|
|
<field name="name"/>
|
|
</group>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
<record id="project_tags_action" model="ir.actions.act_window">
|
|
<field name="name">Tags</field>
|
|
<field name="res_model">project.tags</field>
|
|
<field name="view_type">form</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Create a new tag
|
|
</p>
|
|
</field>
|
|
</record>
|
|
<menuitem action="project_tags_action" id="menu_project_tags_act" parent="menu_project_config"/>
|
|
|
|
<!-- Reporting menus -->
|
|
<menuitem id="menu_project_report" name="Reporting"
|
|
groups="project.group_project_manager"
|
|
parent="menu_main_pm" sequence="99"/>
|
|
|
|
<menuitem id="menu_project_report_task_analysis"
|
|
name="Tasks Analysis"
|
|
action="project.action_project_task_user_tree"
|
|
parent="menu_project_report"
|
|
sequence="10"/>
|
|
|
|
<menuitem id="rating_rating_menu_project"
|
|
action="rating_rating_action_project_report"
|
|
parent="menu_project_report"
|
|
groups="project.group_project_rating"
|
|
sequence="40"/>
|
|
|
|
</odoo>
|