[IMP] project: Improve global UX (back2basics)

Improve the onboarding of new users and clean a few screens.

Task ID: 2237996

closes odoo/odoo#50284

Related: odoo/enterprise#10536
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Co-authored-by: dmonzonis <mod@odoo.com>

4 files changed, 203 insertions, 58 deletions

diff --git a/addons/project/views/project_assets.xml b/addons/project/views/project_assets.xml
index e6e6dddeea2..60c995c2a41 100644
--- a/addons/project/views/project_assets.xml
+++ b/addons/project/views/project_assets.xml
@@ -4,6 +4,7 @@
             <xpath expr="." position="inside">
                 <link rel="stylesheet" href="/project/static/src/css/project.css"/>
                 <script type="text/javascript" src="/project/static/src/js/project_kanban.js"></script>
+                <script type="text/javascript" src="/project/static/src/js/project_rating_reporting.js"></script>
                 <script type="text/javascript" src="/project/static/src/js/project_task_kanban_examples.js"></script>
                 <script type="text/javascript" src="/project/static/src/js/tours/project.js"></script>
                 <link rel="stylesheet" type="text/scss" href="/project/static/src/scss/project_dashboard.scss"/>
diff --git a/addons/project/views/project_views.xml b/addons/project/views/project_views.xml
index 626f50cdc99..1f76002dd82 100644
--- a/addons/project/views/project_views.xml
+++ b/addons/project/views/project_views.xml
@@ -29,6 +29,7 @@
                     <separator/>
                     <filter string="Starred" name="starred" domain="[('priority', 'in', [1, 2])]"/>
                     <filter string="Late Tasks" name="late" domain="[('date_deadline', '&lt;', context_today().strftime('%Y-%m-%d'))]"/>
+                    <filter string="Rated tasks" name="rating_task" domain="[('rating_last_value', '!=', 0.0)]" groups="project.group_project_rating"/>
                     <separator/>
                     <filter string="Unread Messages" name="message_needaction" domain="[('message_needaction', '=', True)]"/>
                     <separator/>
@@ -41,14 +42,11 @@
                         domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
                     <filter invisible="1" string="Future Activities" name="activities_upcoming_all"
                         domain="[('activity_ids.date_deadline', '&gt;', context_today().strftime('%Y-%m-%d'))]"/>
-                    <separator/>
-                    <filter string="Rated tasks" name="rating_task" domain="[('rating_last_value', '!=', 0.0)]" groups="project.group_project_rating"/>
                     <group expand="0" string="Group By">
                         <filter string="Stage" name="stage" context="{'group_by': 'stage_id'}"/>
                         <filter string="Assigned to" name="user" context="{'group_by': 'user_id'}"/>
                         <filter string="Project" name="project" context="{'group_by': 'project_id'}"/>
                         <filter string="Creation Date" name="group_create_date" context="{'group_by': 'create_date'}"/>
-                        <filter string="Company" name="company" context="{'group_by': 'company_id'}" groups="base.group_multi_company"/>
                     </group>
                 </search>
             </field>
@@ -281,11 +279,12 @@
                         </h1>
                         <div name="options_active">
                             <div>
-                                <label for="label_tasks" class="oe_inline" string="Name of the tasks :"/>
+                                <label for="label_tasks" class="oe_inline" string="Name of the tasks:"/>
                                 <field name="label_tasks" class="oe_inline oe_input_align"/>
                             </div>
                         </div>
                     </div>
+                    <field name="description" placeholder="Describe your project..."/>
                     <notebook>
                         <page name="settings" string="Settings">
                             <group>
@@ -293,6 +292,16 @@
                                     <field name="active" invisible="1"/>
                                     <field name="user_id" string="Project Manager" widget="many2one_avatar_user" attrs="{'readonly':[('active','=',False)]}" domain="[('share', '=', False)]"/>
                                     <field name="partner_id" string="Customer"/>
+                                    <div name="alias_def" colspan="2" attrs="{'invisible': [('alias_domain', '=', False)]}">
+                                        <label for="alias_enabled" class="font-weight-bold" string="Create tasks by sending an email to"/>
+                                        <field name="alias_enabled"/>
+                                        <span attrs="{'invisible': [('alias_enabled', '=', False)]}">
+                                            <field name="alias_name" class="oe_inline" attrs="{'required': [('alias_enabled', '=', True)]}" />
+                                            @
+                                            <field name="alias_domain" class="oe_inline" readonly="1" />
+                                        </span>
+                                    </div>
+                                    <field name="alias_contact" class="oe_inline oe_edit_only" string="Accept Emails From" attrs="{'invisible': ['|', ('alias_domain', '=', False), ('alias_enabled', '=', False)]}"/>    
                                 </group>
                                 <group>
                                     <field name="analytic_account_id" domain="['|', ('company_id', '=', company_id), ('company_id', '=', False)]" context="{'default_partner_id': partner_id}" groups="analytic.group_analytic_accounting"/>
@@ -345,25 +354,6 @@
                                     </div>
                                 </div>
                             </div>
-                            <group name="misc">
-                                <group string="Time Scheduling">
-                                    <field name="resource_calendar_id"/>
-                                </group>
-                            </group>
-                        </page>
-                        <page name="emails" string="Emails" attrs="{'invisible': [('alias_domain', '=', False)]}">
-                            <group name="group_alias">
-                                <label for="alias_name" string="Email Alias"/>
-                                <div name="alias_def">
-                                    <field name="alias_id" class="oe_read_only oe_inline"
-                                        string="Email Alias" required="0"/>
-                                    <div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
-                                        <field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
-                                    </div>
-                                </div>
-                                <field name="alias_contact" class="oe_inline oe_edit_only"
-                                        string="Accept Emails From"/>
-                            </group>
                         </page>
                     </notebook>
                     <div class="oe_chatter">
@@ -385,6 +375,7 @@
                     <filter string="My Favorites" name="my_projects" domain="[('favorite_user_ids', 'in', uid)]"/>
                     <separator/>
                     <filter string="Followed" name="followed_by_me" domain="[('message_is_follower', '=', True)]"/>
+                    <filter string="My Projects" name="my_projects" domain="[('user_id', '=', uid)]"/>
                     <separator/>
                     <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
                     <group expand="0" string="Group By">
@@ -399,17 +390,16 @@
             <field name="name">project.project.tree</field>
             <field name="model">project.project</field>
             <field name="arch" type="xml">
-                <tree decoration-muted="active == False" string="Projects" delete="0">
+                <tree decoration-muted="active == False" string="Projects" delete="0" multi_edit="1">
                     <field name="sequence" optional="show" widget="handle"/>
                     <field name="message_needaction" invisible="1"/>
                     <field name="active" invisible="1"/>
-                    <field name="name" string="Project Name"/>
+                    <field name="name" string="Name"/>
                     <field name="user_id" optional="show" string="Project Manager" widget="many2one_avatar_user"/>
-                    <field name="partner_id" optional="show" string="Contact"/>
+                    <field name="partner_id" optional="show" string="Customer"/>
                     <field name="analytic_account_id" optional="hide"/>
                     <field name="privacy_visibility" optional="hide"/>
                     <field name="subtask_project_id" optional="hide"/>
-                    <field name="resource_calendar_id" optional="hide"/>
                     <field name="label_tasks" optional="hide"/>
                     <field name="company_id" optional="show"  groups="base.group_multi_company"/>
                 </tree>
@@ -453,16 +443,19 @@
             <field name="arch" type="xml">
                 <form string="Project">
                     <group>
-                        <group>
-                            <field name="name" class="o_project_name oe_inline"
-                                string="Project Name" placeholder="e.g. Office Party"/>
-                            <field name="user_id" invisible="1"/>
-                            <label for="alias_name" string="Choose a Project Email" attrs="{'invisible': [('alias_domain', '=', False)]}"/>
-                            <div name="alias_def" attrs="{'invisible': [('alias_domain', '=', False)]}">
-                                <field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
-                            </div>
-                        </group>
+                        <field name="name" class="o_project_name oe_inline"
+                            string="Project Name" placeholder="e.g. Office Party"/>
+                        <field name="user_id" invisible="1"/>
                     </group>
+                    <div name="alias_def" colspan="2" attrs="{'invisible': [('alias_domain', '=', False)]}">
+                        <label for="alias_enabled" class="oe_inline" string="Create tasks by sending an email to"/>
+                        <field name="alias_enabled"/>
+                        <span attrs="{'invisible': [('alias_enabled', '=', False)]}">
+                            <field name="alias_name" class="oe_inline" attrs="{'required': [('alias_enabled', '=', True)]}" placeholder="e.g. office-party"/>
+                            @
+                            <field name="alias_domain" class="oe_inline" readonly="1" />
+                        </span>
+                    </div>
                 </form>
             </field>
         </record>
@@ -571,13 +564,6 @@
             </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>
@@ -588,9 +574,9 @@
             <field name="target">main</field>
             <field name="help" type="html">
                 <p class="o_view_nocontent_smiling_face">
-                    Create a new project
+                    Create a project
                 </p><p>
-                    Or <a type="action" name="%(project.ir_actions_server_project_sample)d" tabindex="-1">activate a sample project</a> to play with.
+                    Projects regroup tasks on the same topic and each have their own dashboard.
                 </p>
             </field>
         </record>
@@ -606,10 +592,10 @@
             <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 class="o_view_nocontent_smiling_face">
+                    Create a project
                 </p><p>
-                    Or <a type="action" name="%(project.ir_actions_server_project_sample)d" tabindex="-1">activate a sample project</a> to play with.
+                    Projects regroup tasks on the same topic and each have their own dashboard.
                 </p>
             </field>
         </record>
@@ -628,6 +614,9 @@
                             attrs="{'invisible' : [('user_id', '!=', False)]}"/>
                         <field name="stage_id" widget="statusbar" options="{'clickable': '1', 'fold_field': 'fold'}" attrs="{'invisible': [('project_id', '=', False)]}"/>
                     </header>
+                    <div class="text-center alert alert-primary" role="alert" attrs="{'invisible': ['|', ('ribbon_message', '=', False), ('ribbon_message', '=', '')]}">
+                        <field name="ribbon_message"/>
+                    </div>
                     <sheet string="Task">
                     <div class="oe_button_box" name="button_box">
                         <button name="action_subtask" type="object" class="oe_stat_button" icon="fa-tasks"
@@ -651,7 +640,7 @@
                             <field name="active" invisible="1"/>
                             <field name="partner_id" class="o_task_customer_field"/>
                             <field name="partner_phone" widget="phone" attrs="{'invisible': [('partner_id', '=', False)]}"/>
-                            <field name="partner_email" string="Email" widget="email" attrs="{'invisible': [('partner_id', '=', False)]}"/>
+                            <field name="partner_email" widget="email" attrs="{'invisible': [('partner_id', '=', False)]}"/>
                             <field name="legend_blocked" invisible="1"/>
                             <field name="legend_normal" invisible="1"/>
                             <field name="legend_done" invisible="1"/>
@@ -660,7 +649,7 @@
                             <field name="project_id" required="1" domain="[('active', '=', True), ('company_id', '=', company_id)]"/>
                             <field name="user_id"
                                 class="o_task_user_field"
-                                options='{"no_open": True}' domain="[('share', '=', False)]"/>
+                                domain="[('share', '=', False)]"/>
                             <field
                                 name="parent_id"
                                 domain="[('parent_id', '=', False)]"
@@ -852,8 +841,9 @@
                     <!-- YTI TODO user_invisible and seq_visible seem to be useless -->
                     <field name="project_id" invisible="context.get('user_invisible', False)" optional="show" readonly="1"/>
                     <field name="partner_id" optional="hide"/>
-                    <field name="parent_id" groups="project.group_subtask_project" optional="show"/>
+                    <field name="parent_id" groups="project.group_subtask_project" optional="hide"/>
                     <field name="user_id" invisible="context.get('user_invisible', False)" optional="show" widget="many2one_avatar_user"/>
+                    <field name="company_id" groups="base.group_multi_company" optional="show"/>
                     <field name="activity_ids" widget="list_activity" optional="show"/>
                     <field name="date_deadline" optional="hide" widget="remaining_days" attrs="{'invisible': [('is_closed', '=', True)]}"/>
                     <field name="stage_id" invisible="context.get('set_visible',False)" optional="show" readonly="1"/>
@@ -955,7 +945,7 @@
         <record id="action_view_all_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,activity</field>
+            <field name="view_mode">tree,kanban,form,calendar,pivot,graph,activity</field>
             <field name="context">{'search_default_my_tasks': 1, 'all_task': 0}</field>
             <field name="search_view_id" ref="view_task_search_form"/>
             <field name="help" type="html">
@@ -979,7 +969,7 @@
             <field name="act_window_id" ref="action_view_task"/>
         </record>
 
-        <menuitem name="All Tasks" id="menu_project_management" parent="menu_main_pm"
+        <menuitem name="Tasks" id="menu_project_management" parent="menu_main_pm"
             action="action_view_all_task" sequence="2" groups="base.group_no_one,group_project_user"/>
 
         <record id="project_task_action_from_partner" model="ir.actions.act_window">
@@ -1040,6 +1030,7 @@
                     <sheet>
                         <group>
                             <field name="name"/>
+                            <field name="color" widget="color_picker"/>
                         </group>
                     </sheet>
                 </form>
@@ -1052,6 +1043,7 @@
             <field name="arch" type="xml">
                 <tree string="Tags" editable="bottom">
                     <field name="name"/>
+                    <field name="color" widget="color_picker"/>
                 </tree>
             </field>
         </record>
diff --git a/addons/project/views/rating_views.xml b/addons/project/views/rating_views.xml
index 7d7da90fa75..08b133554fc 100644
--- a/addons/project/views/rating_views.xml
+++ b/addons/project/views/rating_views.xml
@@ -1,5 +1,73 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
+    <record id="rating_rating_view_tree_project" model="ir.ui.view">
+        <field name="name">rating.rating.tree.project</field>
+        <field name="model">rating.rating</field>
+        <field name="inherit_id" ref="rating.rating_rating_view_tree"/>
+        <field name="mode">primary</field>
+        <field name="arch" type="xml">
+            <field name="res_name" position="attributes">
+                <attribute name="string">Task</attribute>
+            </field>
+            <field name="parent_res_name" position="attributes">
+                <attribute name="string">Project</attribute>
+            </field>
+            <field name="rated_partner_id" position="attributes">
+                <attribute name="string">Assigned to</attribute>
+            </field>
+        </field>
+    </record>
+
+    <record id="rating_rating_view_form_project" model="ir.ui.view">
+        <field name="name">rating.rating.form.project</field>
+        <field name="model">rating.rating</field>
+        <field name="inherit_id" ref="rating.rating_rating_view_form"/>
+        <field name="mode">primary</field>
+        <field name="arch" type="xml">
+            <field name="res_name" position="attributes">
+                <attribute name="string">Task</attribute>
+            </field>
+            <field name="resource_ref" position="attributes">
+                <attribute name="string">Task</attribute>
+            </field>
+            <field name="parent_ref" position="attributes">
+                <attribute name="string">Project</attribute>
+            </field>
+            <field name="parent_res_name" position="attributes">
+                <attribute name="string">Project</attribute>
+            </field>
+            <field name="rated_partner_id" position="attributes">
+                <attribute name="string">Assigned to</attribute>
+            </field>
+            <div name="rating_image_container" position="replace">
+                <field name="rating_text" string="Rating"/>
+            </div>
+        </field>
+    </record>
+
+    <record id="rating_rating_view_pivot" model="ir.ui.view">
+        <field name="name">rating.rating.view.pivot.project</field>
+        <field name="model">rating.rating</field>
+        <field name="inherit_id" ref="rating.rating_rating_view_pivot"/>
+        <field name="mode">primary</field>
+        <field name="arch" type="xml">
+            <xpath expr="//pivot" position="attributes">
+                <attribute name="js_class">project_rating_pivot</attribute>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="rating_rating_view_graph" model="ir.ui.view">
+        <field name="name">rating.rating.view.graph.project</field>
+        <field name="model">rating.rating</field>
+        <field name="inherit_id" ref="rating.rating_rating_view_graph"/>
+        <field name="mode">primary</field>
+        <field name="arch" type="xml">
+            <xpath expr="//graph" position="attributes">
+                <attribute name="js_class">project_rating_graph</attribute>
+            </xpath>
+        </field>
+    </record>
 
     <record id="rating_rating_view_search_project" model="ir.ui.view">
         <field name="name">rating.rating.search.project</field>
@@ -32,8 +100,36 @@
         </field>
     </record>
 
+    <record id="rating_rating_action_view_project_rating_tree" model="ir.actions.act_window.view">
+        <field name="sequence" eval="10"/>
+        <field name="view_mode">tree</field>
+        <field name="act_window_id" ref="rating_rating_action_view_project_rating"/>
+        <field name="view_id" ref="rating_rating_view_tree_project"/>
+    </record>
+
+    <record id="rating_rating_action_view_project_rating_form" model="ir.actions.act_window.view">
+        <field name="sequence" eval="40"/>
+        <field name="view_mode">form</field>
+        <field name="act_window_id" ref="rating_rating_action_view_project_rating"/>
+        <field name="view_id" ref="rating_rating_view_form_project"/>
+    </record>
+
+    <record id="rating_rating_action_view_project_rating_pivot" model="ir.actions.act_window.view">
+        <field name="sequence" eval="40"/>
+        <field name="view_mode">pivot</field>
+        <field name="act_window_id" ref="rating_rating_action_view_project_rating"/>
+        <field name="view_id" ref="rating_rating_view_pivot"/>
+    </record>
+
+    <record id="rating_rating_action_view_project_rating_graph" model="ir.actions.act_window.view">
+        <field name="sequence" eval="40"/>
+        <field name="view_mode">graph</field>
+        <field name="act_window_id" ref="rating_rating_action_view_project_rating"/>
+        <field name="view_id" ref="rating_rating_view_graph"/>
+    </record>
+
     <record id="rating_rating_action_task" model="ir.actions.act_window">
-        <field name="name">Customer Ratings</field>
+        <field name="name">Customer Ratings on Task</field>
         <field name="res_model">rating.rating</field>
         <field name="view_mode">kanban,tree,pivot,graph,form</field>
         <field name="domain">[('res_model', '=', 'project.task'), ('res_id', '=', active_id), ('consumed', '=', True)]</field>
@@ -42,11 +138,39 @@
             <p class="o_view_nocontent_empty_folder">
                 No customer ratings yet
             </p><p>
-                Customer ratings on tasks. If you have no rating, change your project Settings to activate it.
+                Let's wait for your customers to manifest themselves.
             </p>
         </field>
     </record>
 
+    <record id="rating_rating_action_task_tree" model="ir.actions.act_window.view">
+        <field name="sequence" eval="10"/>
+        <field name="view_mode">tree</field>
+        <field name="act_window_id" ref="rating_rating_action_task"/>
+        <field name="view_id" ref="rating_rating_view_tree_project"/>
+    </record>
+
+    <record id="rating_rating_action_task_form" model="ir.actions.act_window.view">
+        <field name="sequence" eval="40"/>
+        <field name="view_mode">form</field>
+        <field name="act_window_id" ref="rating_rating_action_task"/>
+        <field name="view_id" ref="rating_rating_view_form_project"/>
+    </record>
+
+    <record id="rating_rating_action_task_pivot" model="ir.actions.act_window.view">
+        <field name="sequence" eval="40"/>
+        <field name="view_mode">pivot</field>
+        <field name="act_window_id" ref="rating_rating_action_task"/>
+        <field name="view_id" ref="rating_rating_view_pivot"/>
+    </record>
+
+    <record id="rating_rating_action_task_graph" model="ir.actions.act_window.view">
+        <field name="sequence" eval="40"/>
+        <field name="view_mode">graph</field>
+        <field name="act_window_id" ref="rating_rating_action_task"/>
+        <field name="view_id" ref="rating_rating_view_graph"/>
+    </record>
+
     <record id="rating_rating_action_project_report" model="ir.actions.act_window">
         <field name="name">Customer Ratings</field>
         <field name="res_model">rating.rating</field>
@@ -57,10 +181,38 @@
             <p class="o_view_nocontent_empty_folder">
                 No customer ratings yet
             </p><p>
-                Customer ratings on tasks. If you have no rating, change your project Settings to activate it.
+                Let's wait for your customers to manifest themselves.
             </p>
         </field>
         <field name="context">{}</field>
     </record>
 
+    <record id="rating_rating_action_project_report_tree" model="ir.actions.act_window.view">
+        <field name="sequence" eval="10"/>
+        <field name="view_mode">tree</field>
+        <field name="act_window_id" ref="rating_rating_action_project_report"/>
+        <field name="view_id" ref="rating_rating_view_tree_project"/>
+    </record>
+
+    <record id="rating_rating_action_project_report_form" model="ir.actions.act_window.view">
+        <field name="sequence" eval="40"/>
+        <field name="view_mode">form</field>
+        <field name="act_window_id" ref="rating_rating_action_project_report"/>
+        <field name="view_id" ref="rating_rating_view_form_project"/>
+    </record>
+
+    <record id="rating_rating_action_project_report_pivot" model="ir.actions.act_window.view">
+        <field name="sequence" eval="40"/>
+        <field name="view_mode">pivot</field>
+        <field name="act_window_id" ref="rating_rating_action_project_report"/>
+        <field name="view_id" ref="rating_rating_view_pivot"/>
+    </record>
+
+    <record id="rating_rating_action_project_report_graph" model="ir.actions.act_window.view">
+        <field name="sequence" eval="40"/>
+        <field name="view_mode">graph</field>
+        <field name="act_window_id" ref="rating_rating_action_project_report"/>
+        <field name="view_id" ref="rating_rating_view_graph"/>
+    </record>
+
 </odoo>
diff --git a/addons/project/views/res_config_settings_views.xml b/addons/project/views/res_config_settings_views.xml
index 8346330c8c7..79b8e2a03cb 100644
--- a/addons/project/views/res_config_settings_views.xml
+++ b/addons/project/views/res_config_settings_views.xml
@@ -59,7 +59,7 @@
                                 <div class="o_setting_right_pane">
                                     <label for="module_project_forecast"/>
                                     <div class="text-muted" name="project_forecast_msg">
-                                        Schedule your teams across projects and estimate deadlines more accurately.
+                                        Plan resource allocation accross projets and tasks, and estimate deadlines more accurately
                                     </div>
                                 </div>
                             </div>
@@ -70,7 +70,7 @@
                                 <div class="o_setting_right_pane">
                                     <label for="module_hr_timesheet"/>
                                     <div class="text-muted">
-                                        Track time spent on tasks.
+                                        Track time spent on projects and tasks
                                     </div>
                                 </div>
                             </div>