Files
odoo_source/addons/project/models/project_update.py
T
William Braeckman 3d10c7c708 [IMP] project,*: improve project UX
* = 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>
2021-10-28 15:27:36 +00:00

171 lines
7.3 KiB
Python

# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from datetime import timedelta
from dateutil.relativedelta import relativedelta
from werkzeug.urls import url_encode
from odoo import api, fields, models
from odoo.osv import expression
from odoo.tools import formatLang
STATUS_COLOR = {
'on_track': 20, # green / success
'at_risk': 2, # orange
'off_track': 23, # red / danger
'on_hold': 4, # light blue
False: 0, # default grey -- for studio
# Only used in project.task
'to_define': 0,
}
class ProjectUpdate(models.Model):
_name = 'project.update'
_description = 'Project Update'
_order = 'date desc'
_inherit = ['mail.thread.cc', 'mail.activity.mixin']
def default_get(self, fields):
result = super().default_get(fields)
if 'project_id' in fields and not result.get('project_id'):
result['project_id'] = self.env.context.get('active_id')
if result.get('project_id'):
project = self.env['project.project'].browse(result['project_id'])
if 'progress' in fields and not result.get('progress'):
result['progress'] = project.last_update_id.progress
if 'description' in fields and not result.get('description'):
result['description'] = self._build_description(project)
if 'status' in fields and not result.get('status'):
# `to_define` is not an option for self.status, here we actually want to default to `on_track`
# the goal of `to_define` is for a project to start without an actual status.
result['status'] = project.last_update_status if project.last_update_status != 'to_define' else 'on_track'
return result
name = fields.Char("Title", required=True, tracking=True)
status = fields.Selection(selection=[
('on_track', 'On Track'),
('at_risk', 'At Risk'),
('off_track', 'Off Track'),
('on_hold', 'On Hold')
], required=True, tracking=True)
color = fields.Integer(compute='_compute_color')
progress = fields.Integer(tracking=True)
progress_percentage = fields.Float(compute='_compute_progress_percentage')
user_id = fields.Many2one('res.users', string='Author', required=True, default=lambda self: self.env.user)
description = fields.Html()
date = fields.Date(default=fields.Date.context_today, tracking=True)
project_id = fields.Many2one('project.project', required=True)
name_cropped = fields.Char(compute="_compute_name_cropped")
@api.depends('status')
def _compute_color(self):
for update in self:
update.color = STATUS_COLOR[update.status]
@api.depends('progress')
def _compute_progress_percentage(self):
for u in self:
u.progress_percentage = u.progress / 100
@api.depends('name')
def _compute_name_cropped(self):
for u in self:
u.name_cropped = (u.name[:57] + '...') if len(u.name) > 60 else u.name
# ---------------------------------
# ORM Override
# ---------------------------------
@api.model
def create(self, vals):
update = super().create(vals)
update.project_id.sudo().last_update_id = update
return update
def unlink(self):
projects = self.project_id
res = super().unlink()
for project in projects:
project.last_update_id = self.search([('project_id', "=", project.id)], order="date desc", limit=1)
return res
# ---------------------------------
# Build default description
# ---------------------------------
@api.model
def _build_description(self, project):
template = self.env.ref('project.project_update_default_description')
return template._render(self._get_template_values(project), engine='ir.qweb')
@api.model
def _get_template_values(self, project):
milestones = self._get_milestone_values(project)
return {
'user': self.env.user,
'project': project,
'show_activities': milestones['show_section'],
'milestones': milestones,
'format_lang': lambda value, digits: formatLang(self.env, value, digits=digits),
}
@api.model
def _get_milestone_values(self, project):
Milestone = self.env['project.milestone']
list_milestones = Milestone.search(
[('project_id', '=', project.id),
'|', ('deadline', '<', fields.Date.context_today(self) + relativedelta(years=1)), ('deadline', '=', False)])._get_data_list()
updated_milestones = self._get_last_updated_milestone(project)
domain = [('project_id', '=', project.id)]
if project.last_update_id.create_date:
domain = expression.AND([domain, [('create_date', '>', project.last_update_id.create_date)]])
created_milestones = Milestone.search(domain)._get_data_list()
return {
'show_section': (list_milestones or updated_milestones or created_milestones) and True or False,
'list': list_milestones,
'updated': updated_milestones,
'last_update_date': project.last_update_id.create_date or None,
'created': created_milestones,
}
@api.model
def _get_last_updated_milestone(self, project):
query = """
SELECT DISTINCT pm.id as milestone_id,
pm.deadline as deadline,
FIRST_VALUE(old_value_datetime::date) OVER w_partition as old_value,
pm.deadline as new_value
FROM mail_message mm
INNER JOIN mail_tracking_value mtv
ON mm.id = mtv.mail_message_id
INNER JOIN ir_model_fields imf
ON mtv.field = imf.id
AND imf.model = 'project.milestone'
AND imf.name = 'deadline'
INNER JOIN project_milestone pm
ON mm.res_id = pm.id
WHERE mm.model = 'project.milestone'
AND mm.message_type = 'notification'
AND pm.project_id = %(project_id)s
"""
if project.last_update_id.create_date:
query = query + "AND mm.date > %(last_update_date)s"
query = query + """
WINDOW w_partition AS (
PARTITION BY pm.id
ORDER BY mm.date ASC
)
ORDER BY pm.deadline ASC
LIMIT 1;
"""
query_params = {'project_id': project.id}
if project.last_update_id.create_date:
query_params['last_update_date'] = project.last_update_id.create_date
self.env.cr.execute(query, query_params)
results = self.env.cr.dictfetchall()
mapped_result = {res['milestone_id']: {'new_value': res['new_value'], 'old_value': res['old_value']} for res in results}
milestones = self.env['project.milestone'].search([('id', 'in', list(mapped_result.keys()))])
return [{
**milestone._get_data(),
'new_value': mapped_result[milestone.id]['new_value'],
'old_value': mapped_result[milestone.id]['old_value'],
} for milestone in milestones]