William Braeckman
3d10c7c708
* = 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>
135 lines
8.2 KiB
XML
135 lines
8.2 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="res_config_settings_view_form" model="ir.ui.view">
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<field name="name">res.config.settings.view.form.inherit.project</field>
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<field name="model">res.config.settings</field>
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<field name="priority" eval="50"/>
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<field name="inherit_id" ref="base.res_config_settings_view_form" />
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<field name="arch" type="xml">
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<xpath expr="//div[hasclass('settings')]" position="inside">
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<div class="app_settings_block" data-string="Project" string="Project" data-key="project" groups="project.group_project_manager">
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<h2>Tasks Management</h2>
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<div class="row mt16 o_settings_container" id="tasks_management">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="group_subtask_project"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_subtask_project"/>
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<div class="text-muted">
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Split your tasks to organize your work into sub-milestones
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box" id="recurring_tasks_setting">
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<div class="o_setting_left_pane">
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<field name="group_project_recurring_tasks"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_project_recurring_tasks"/>
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<div class="text-muted">
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Auto-generate tasks for regular activities
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box" id="task_dependencies_setting">
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<div class="o_setting_left_pane">
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<field name="group_project_task_dependencies"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_project_task_dependencies"/>
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<div class="text-muted">
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Determine the order in which to perform tasks
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box" id="project_stages">
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<div class="o_setting_left_pane">
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<field name="group_project_stages"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_project_stages"/>
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<div class="text-muted">
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Track the progress of your projects
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</div>
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<div class="content-group" attrs="{'invisible': [('group_project_stages', '=', False)]}">
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<div class="mt8">
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<button name="%(project.project_project_stage_configure)d" icon="fa-arrow-right" type="action" string="Configure Stages" class="btn-link"/>
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</div>
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</div>
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</div>
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</div>
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</div>
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<h2>Time Management</h2>
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<div class="row mt16 o_settings_container" name="project_time">
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<div class="col-12 col-lg-6 o_setting_box" name="project_time_management">
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<div class="o_setting_left_pane">
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<field name="module_project_forecast" widget="upgrade_boolean"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="module_project_forecast"/>
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<div class="text-muted" name="project_forecast_msg">
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Plan resource allocation across projects and tasks, and estimate deadlines more accurately
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box" id="log_time_tasks_setting">
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<div class="o_setting_left_pane">
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<field name="module_hr_timesheet"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="module_hr_timesheet"/>
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<div class="text-muted">
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Track time spent on projects and tasks
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</div>
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</div>
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</div>
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</div>
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<h2>Analytics</h2>
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<div class="row mt16 o_settings_container" name="analytic">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="group_analytic_accounting"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_analytic_accounting" string="Profitability"/>
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<div class="text-muted">
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Track the costs and revenues linked to your projects
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box" id="track_customer_satisfaction_setting">
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<div class="o_setting_left_pane">
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<field name="group_project_rating"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_project_rating"/>
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<div class="text-muted">
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Track customer satisfaction on tasks
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</div>
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<div class="content-group" attrs="{'invisible': [('group_project_rating', '=', False)]}">
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<div class="mt8">
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<button name="%(project.open_task_type_form)d" icon="fa-arrow-right" type="action" string="Set a Rating Email Template on Stages" class="btn-link"/>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</xpath>
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</field>
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</record>
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<record id="project_config_settings_action" model="ir.actions.act_window">
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<field name="name">Settings</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">res.config.settings</field>
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<field name="view_mode">form</field>
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<field name="target">inline</field>
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<field name="context">{'module' : 'project', 'bin_size': False}</field>
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</record>
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<menuitem id="project_config_settings_menu_action" name="Settings" parent="menu_project_config"
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sequence="0" action="project_config_settings_action" groups="base.group_system"/>
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</odoo>
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