Odoo's Mergebot
be3955d1de
This PR aims to improve two sale flows in project:
## Ease SO creation from project
### Purpose
Currently, users have to create a project on one side, create an SO on the other side and then manually link the two elements together for the project to be billable. This is not the most intuitive and creates friction during the creation of a project. Indeed, the user would reach a dead-end when configuring their project employee/SOL mapping, as new SOLs cannot be created from there. As a consequence, this task aims at giving users the possibility of creating an SO directly from their project.
### Changes
- Added a "Sales Order" stat button to the project form view.
- Contains SOs linked to the SOLs set on the project, its tasks and their timesheets.
- Hidden if the project is FSM, non-billable or without a partner.
- Sales Orders created through this stat button should have at least one product of type "service".
- If the project doesn't have a Sales Order Line, creating a SO sets the first service SOL of the created SO on the project.
## Offer a view on SOLs from project updates
### Purpose
Support the use-case of lawyer firms. Indeed, they usually create one SOL per action they complete for their customer. They need an easy to create a new SOL and a way to search among all of their SOLs. We are thus adding a link to the list of SOLs from the right-side panel of project updates.
### Changes
- Added a "Sales Order Items" stat button in project update.
- Contains the SOLs linked to the project, its tasks and their timesheets.
- Hidden if the project is FSM, non-billable or without a partner.
- SOLs created through this stat button will be added to the SO of the project.
- If there is no such SO or if the current user doesn't have access to it, a new SO will be created instead.
- Refactored the SOL form view to be able to easily reuse it for this flow.
- Following this change, the ability to create SOLs on the fly from a Many2one field was added to multiple places.
- Available in helpdesk.ticket, project.project and project.task form view, as well as project employee mapping.
- The name entered in the field will be used to get a default product for the SOL, if a product with a matching name can be found.
closes odoo/odoo#121263
Signed-off-by: Xavier Bol (xbo) <xbo@odoo.com>
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
To learn the software, we recommend the Odoo eLearning, or Scale-up, the business game. Developers can start with the developer tutorials