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2020-08-12[IMP] project: improve digest tipsAnousone Phaysomphot
PURPOSE Review the tips and digest layout design to make sure they have a WOW effect and increase trial conversion/retention. SPECIFICATION “Customize tasks and stages according to the project” See code for specifications. LINKS Task ID-2274264 COM PR: odoo/odoo#53580 ENT PR: odoo/enterprise#1139 X-original-commit: bd2cd2ca4e4fd1fa99d6a97b8af291363e4b1d84
2020-08-12[IMP] project: add recurring tasksKevin Baptiste
Some interventions are done on a regular basis (e.g. maintenance of fire alarms, safety inspections). Having tasks auto-generate would facilitate the process and would ensure that the next intervention isn't missed/forgotten. closes odoo/odoo#55517 Taskid: 2172156 Related: odoo/enterprise#12246 Related: odoo/upgrade#1604 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-06-04[IMP] hr_recruitment, project, sale_expense: make tips bioutifoulElisabeth Dickinson
PURPOSE Make digest email and tips more appealing. The goals of these tips are * to encourage the adoption of other apps (Did you know ?); * to make Odoo look more fun (Fun tips and tricks, young and dynamic style); * to show social proof and increase trust (emphasis on already existing projects / customers to); SPECIFICATIONS Improve existing tips to be more inlined with new digest styling. LINKS Task ID 2197417 PR odoo/odoo#51619 Co-Authored-By: Elisabeth Dickinson <edi@odoo.com> Co-Authored-By: Thibault Delavallée <tde@odoo.com>
2020-06-02[IMP] project: Improve global UX (back2basics)Yannick Tivisse (yti)
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>
2020-05-08[IMP] rating: Add a retrocompatibily routeYannick Tivisse
Purpose ======= Even if the routes are correctly updated and the existing data is correctly updated, the emails that were already sent to the customers will be problematic, as we will provide a value which is not handled anymore (10 for example). To provide a retrocompatibility, deprecated the old route and introduce a new one. closes odoo/odoo#46296 Taskid: 2083096 Related: odoo/upgrade#889 Related: odoo/enterprise#10312 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-05-08[IMP] customer ratings flow improvementsBenjamin Frantzen (bfr)
- Rename the 'Use Rating on Project' feature into 'Customer Ratings' - Rename the 'Set Email Template to Stages' link to 'Set a Rating Email Template on Stages' - Add an optional list view for the Stages menu - display warning if the rating_template_id field is set and if one of the selected project_ids doesn't have the rating_status field set to true - Project form view revamp - rename the '% on tasks' stat button into 'Customer Satisfaction' - Remove the 'no option' for the rating frequency field because it is required - project form : Add a 'Go to Website' stat button - Project dashboard: remove the 'Customer Ratings' menu item in more - Ratings page: the 'Last 30 days' filter include ratings from today - remove the Appointment / Helpdesk Customer Satisfaction / Live Support menu items TASK ID : 1251
2020-05-08[IMP] project: add closed stage in projectKevin Baptiste
closes odoo/odoo#46749 Taskid: 2205057 Related: odoo/enterprise#9119 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-04-29[FIX] project: Fix customer salutation in rating emailNasreddin (bon)
If there isn't any customer set on the task, the current behavior will display 'Hello False,' in salutation rating email as intro. This commit will fix it by display only 'Hello,' if there isn't any customer set. Task ID 2238816 closes odoo/odoo#50366 X-original-commit: e7b71c6e497aa8d823181440333f371f1da5ade8 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-04-08[IMP] project: improve usability (back2basics)Kevin Baptiste
* Reword tasks in the sample project * Add a "Create and Edit" button on the project creation modal * Open the file chooser in "Set a cover image" if there are no images set * Correclty display the kanban state button on archived task * Add a button to list the tasks when deleting a project * Open file chooser for cover image: Automatically open the file chooser when setting a cover image on a task if there are no attachments to chose from. closes odoo/odoo#47306 Taskid: 2209133 Related: odoo/enterprise#9141 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-03-19[IMP] project, sale_timesheet: Make demo data compatible with timesheet appBarad Mahendra
Currently when the timesheet is filled by the timesheet syncronization app then it was not going to display the demo projects to project selection dropdown due to restricted domain and demo data of timesheet was not properly appear in timesheet app So updated the demo project in such way that it should display the demo project's and task to the timesheet app. Added the demo project to the favourite list of the admin so it should appear on the selection of the timesheet App and modify the sale's order project and task so it should display the proper data to app. closes odoo/odoo#47570 Taskid: 2194361 Closes: #47570 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2020-03-11[IMP] digest, various: add name on tips to ease their understandingThibault Delavallée
PURPOSE Ease edition of digest tips by adding a name. SPECIFICATIONS Add a name on digest tips. Even if technical and not send to customers it allows to see them at a glance in list view without having to guess their content. LINKS Task ID 2214325 Com PR odoo/odoo#47416 Related: odoo/upgrade#933 Related: odoo/enterprise#9167 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2020-02-11[REF] mail, various: remove user_signature field from mail.templatemcm-odoo
RATIONALE Mail template model holds a field telling odoo mail engine to automatically add the current user's signature to the body. Its use depends on the use case * using the template in the composer on a single record: it is displayed in the rendered template in the composer, meaning people could change it. This behavior is interesting as it allows to see the email content; * using the template in the composer in mass mail mode: it is not displayed as only the raw jinja is displayed. It is therefore not obvious that it will be appended to the body of the mail. People could add it manually and have 2 signatures as a result; A mechanism automatically adding a signature to sent emails when posting a message is already implemented and is based on template existence. If a template has been used when posting, no signature is added in sent emails. Otherwise it is automatically added. This behavior should not change. Behavior will therefore be * use a template -> specify signature usage in it manually through jinja; * do not use a template -> signature added in sent emails; SPECIFICATIONS Remove user_signature. Update template body accordingly. In customer oriented templates that are using it and do not already contain it, manually add a call to user.signature within the jinja code. When set to False, just remove its declaration. Quickly clean some signature integration. LINKS Task ID 2089252 Community PR odoo/odoo#39482 Enterprise PR odoo/enterprise#6459 Upgrade PR odoo/upgrate#761 Related: odoo/enterprise#6459 Related: odoo/upgrade#761 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com> Co-authored-by: Michaël Mattiello <mcm@odoo.com> Co-authored-by: Thibault Delavallée <tde@odoo.com>
2020-02-11[IMP] *: use `ref=` instead of `eval="ref('` in xml field tags.Victor Feyens
* Code cleanup * Avoid a safe evaluation of the field value when loading those records. closes odoo/odoo#44883 Related: odoo/enterprise#8283 Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2020-01-16[IMP] (hr, sale)_timesheet, pad(_project): improve project general UXBarad Mahendra
Purpose fo the task is to improve the UX of timesheet, project and task. Done the chages for below point: - improve the stage demo data to unified the project stage - on the task timesheet 'sub-tasks hours spent' should be clickable and on click, it will display the list of subtask timesheet. - display in warning tasks for which Remaining Hours < 0 if Planned Hours > 0 in task list view - improve the settings of collabrative pad and planning and project form view Task-2129052 closes odoo/odoo#41092 Closes: #41092 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2019-11-19[IMP] rating: improve rating feedback user interfaceBarad Mahendra
Before this commit, when user land after clicking on the smiley in the e-mail for rating, user cannot change its rating. Its click limits the available choice. Now users will be able to choose rating and write feedback before submitting its rating. Task ID 1936849 Closes PR #33979 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com> Co-authored-by: Shreya Thakrar<sht@odoo.com>
2019-07-05[REM] crm, project: remove the legend_priority fieldsPatrick Hoste
Purpose of this commit is to remove of the legend_priority field in the crm and project addons since they are not used anywhere. Those were initially introduced at dd343c86330467ba6cfffb62e22b643a004fb764 . Purpose was to be able to customize displayed label of priority field used in kanban view in replacement of standard string. However kanban view does not support it anymore since whatever web refactoring and this feature will not be reintroduced. Let us therefore remove the fields. Linked to task ID 1935620 closes odoo/odoo#33444 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2019-04-24[FIX] project: typo in project tag nameHetal Dhanak
Tag name should be "Need Assistance" instead of "NeedAssistance". Task-1891795 closes odoo/odoo#32146 Signed-off-by: Jérome Maes (jem) <jem@openerp.com>
2019-04-23[FIX][IMP] various: improve lang computation in mail templatesThibault Delavallée
Purpose: add lang definition on templates where it is missing Related to task 1972615 Linked to PR #32872
2019-04-23[FIX][IMP] various: improve recipients computation in mail templatesThibault Delavallée
Purpose: use more email_formatted when possible, clean and simplify email_from, email_to and partner_to computation. Next step is to try to extract some common patterns in tools or methods in order to simplify template creation and customization. Related to task 1972615 Linked to PR #32872
2019-04-01[MERGE] forward port branch saas-12.2 up to 18c735361a6Christophe Simonis
2019-03-29[FIX] project: remove old hackMartin Trigaux
This code was to be removed in saas-7 (which went the way of the dodo) project_time_mode_id is now only on hr_timesheet This was creating an ir.model.data entry with res_id=0 (not record found). A ir.model.data without id triggers a warning in the trans_generate method when trying to export the translations of the module project (where the reference fails to be resolved)
2019-03-28[FIX] *: put all mail.message.subtype as noupdateNans Lefebvre
The mail.message.subtype model contains a field internal, which decides if the messages are visible to external users or not. Such a value should not be overriden at module update, so all subtypes should be in noupdate. opw 1946043 closes odoo/odoo#32214 Signed-off-by: Nans Lefebvre (len) <len@odoo.com>
2018-09-24[FIX] *: move some data over from root to adminXavier Morel
* "alert" mail alias, could be useful for the admin to get these * the weekly mail digest * the getting started project (& its tasks)
2018-09-24[FIX] *: reassociate various demo data to admin instead of rootXavier Morel
2018-09-10[FIX] project : rating template wrong font sizeDavid Beguin
2018-07-19[REM] project: remove onboarding mailMitali Patel
Removed current onboarding mail which was send when module was installed. It is considered as not necessary now that we have a digest module sending KPIs and tips by email. This commit is related to task ID 30655 and PR #18318.
2018-07-19[IMP] project: implement digest KPIs / tipsMitali Patel
Purpose of commit is to implement KPIs about opened tasks for project digest emails. Opened tasks are nor archived nor in a final stage. Those are added in the default digest template. A tip is added to remind to use the mail gateway. This commit is linked to task ID 30655 and PR #18318.
2018-07-12[IMP] product,...: Improve demo dataYannick Tivisse
* Update demo data sheet for barcode * Modify product "Book: Office Renovation for Dummies: - Name: "eBook: Office Renovation for Dummies" - Image: - Internal category: All/Services/Saleable * Tips internal reference * Product 10.0 % Discount = - Name : "10.0% discount on total amount" (no space between 0 and %) - Internal reference : 10PERCENTDISC * Free product - large cabinet - Should be a stockable - in category All/Saleable/Office Furniture - Name : Free Gift - Pencil Holder - Picture * Desk Customizable : - Change its website sequence (should be displayed first in the shop) * https://github.com/odoo/odoo/pull/25263 * Need to clean attributes and attribute values and attribute categories : - Attributes, keep : Brand, Color, Dimensions, Legs, Weight - Attribute Category : Rename Storage into "Material" * Events - Suppress Functional Webinar and Technical Training * PoS Categories : - Suppress - Create PoS Category : Desks (put desks in it) - Create PoS Category : Chairs (put chairs in it) - Create PoS Category : Miscellaneous (and put all other products in it) * Products available in PoS - Remove : Air Flight, Car Travel Expense, Bpost domestic bpack 24h pro, Bpost World Express Pro, Customer Care, DHL USA Delivery, DHL USA -> International, Deposit, Expenses, Fdex International, Fedexs US, Hotel Accomodation, Restaurant Expenses, * Product: https://drive.google.com/a/odoo.com/file/d/1KjxcB88aDfe8qAzIpFlkBmMj5ekA9eIf/view?usp=drivesdk Timesheet : description to update https://docs.google.com/spreadsheets/d/1nB8l8pFcRXRFnudgDJVyZZp3McaHNovlyvY0jE1ZZ54/edit?usp=sharing * Project : less projects, more tasks Remove "Internal - GAP Analysis", "Internal Projects" Rename Support into After-Sales Services Task to rename: Data import + Doc ==> Office planning Move the task Internal Training from "Support" to "Office Design" * AGR Project : add the following tasks and link it to the right SO line Decoration : SO Line ==> Senior Architect Planning : SO Line ==> Senior Architect Furniture SO Line ==> Senior Architect Furniture Delivery : not linked to an SO line * Marketing Automation Partnership offer ==> to rename into "Commercial prospection" Steps to rename: Offer free trial ==> Offer free catalog After 7 days (if not yet partners) ==> After 7 days (if not yet customers) Message for sale person ==> keep the same * Mass mailings: http://nimb.ws/zrKsZ9 http://nimb.ws/CbNpwd * Events: Suppress Functional Webinar and Technical Training Tracks to update : https://docs.google.com/spreadsheets/d/1sKkJrltXY3Gz7ue3mVysZxaWGybKpx5fIhgUBnhbNDs/edit?usp=sharing * Helpdesk Rename team into Customer Care Create 2 tickets in default team Urgent : Kitchen collapsing (assigned to admin) : link to the task SO053: [SERV_585189] Customer Care (Prepaid Hours) No pririoty : Where can I download a catalog ? (not assigned). Ticket type = question
2018-07-05[IMP] product: Unify/Clean product demo dataFabien Pinckaers
PURPOSE ======= 1. Unified product demo data 2. Less demo: one per use case 3. Demo data for all models Specification ============= 1. Refactor all the brol in the demo data 2. Adapt the tests to make them green, as some products are renamed, removed, created in python instead of as demo data ...
2018-06-22[IMP] Improve compatibility with screen readers (accessibility) (#24574)kujiu
Today, Odoo is really tricky to use without seeing the screen, it must be improved to be usable. This PR forbid to use labels without a "for" attribute, add some title, rule and aria attributes in HTML. With that, Odoo will be fully usable with a screen reader. * [IMP] Labels must have a for attribute. Improve accessibility. * [IMP] Better error message when trying to read a missing cached value * [FIX] Add some aria-label and title attributes for screen readers. * [FIX] Template name is not included in the error message in case of SyntaxError in QWeb * [FIX] Improve the Tour failed at step error message to be more explicit. * [IMP] Add aria-labels * [FIX] Add missing aria-label on failing test * [IMP] aria-hidden means hidden. Fix all bad aria-hidden and hide aria-hidden for all. * [IMP] Color names on kanban views and many2many tags * [IMP] Add some checks on views for accessibility. * [IMP] Add `alt` attribute on `img` tags. * [IMP] Add aria-label and title on non-described icons * [IMP] Add button role to widgets with btn class * [IMP] Translate aria and formatted attributes. * [IMP] Remove wrong aria-labelledby * [IMP] Add menu role on dropdowns * [IMP] Buttons must be focusable * [IMP] Add aria attributes on progress bars * [IMP] Improve accessibility of basic widgets * [IMP] Change main layout to more semantic tags * [IMP] Add menuitem role when missing * [IMP] Remove wrong role='presentation' * [IMP] Improve accessibility of tab panels * [IMP] Add aria-invalid on invalid fields * [IMP] Add aria-sort on ordered columns * [IMP] Add role on alerts * [IMP] Use dialog role, header, main and footer tags for modals * [IMP] Add labels on o_status * [IMP] Improve accessibility of kanban view with feeds and articles * [IMP] Add alerts in case of new messages * [IMP] Add widget, navigation or img role to aria-labelled items
2018-06-08[IMP] project: make email templates bioutifoulPratima Gupta
Purpose of this commit is to enhance quality of templates proposed by Odoo and make them use notification layout when send by emails. Those emails are cleaner and more up to date compared to other emails. Including * reception acknowledgment template is moved from demo to data to ensure people have a template to copy and use for their stages; * improve layout of rating request template; * use notification layout when sending template-based emails; * rename the admin spam template so that templates are correctly ordered when viewing them in list; This commit is related to task ID 51122 (and PR #24052).
2018-04-16[IMP] project: automated mail, improve subject (as it's sent 3 days later, ↵Fabien Pinckaers
'Odoo is up and running' feels wrong
2018-04-09[IMP] uom: measurement type on categoryjem-odoo
In order to restrict some uom field to some uom category, it is required to add a measurement type on uom.category. Also, this will lessen the use of master data. Some technical justifications: - measure_type is not required, to allow people creating their own uom.category. Those ones will not interfere with addons business. - measure_type is unique: we restrict to only one category containing time, weight, ... in order to avoid mismatch category during conversion. (2 different weight categories can not be converted). - measure_type on uom.uom is stored: to allow search and domain on field, we need to store it. Usually, UoM are not updated every day, and the number of uom in a database is not that important. To illustrate this mecanism, a domain is added on 'project_time_mode_id', in project module. This field is use as timesheet default uom, and we obviously want to restrict it to time category (timesheeting in liter does not make sense ...) Task #1820076
2018-04-06[IMP] project,hr_timesheet: no 'remaining hours' field in projectjem-odoo
'remaining_hours' is defined in project as a simple float field, manually updateable, only displayed when the group "Time Estimation on Task" is activated. But for now, there is no setting to active this group. Those are legacy useless stuff, so we can remove it. The purpose is to make 'time estimation' feature only available when timesheet is installed. Thie commit also split the compute methods of 'remaining_hours' and 'progress' fields to make 'remaining_hours' updateable, though inverse method. Without splitting the compute method, the calculation of the progress was done correctly during onchange but not when saving.
2018-03-20[REM] project: remove assigned subtype and keep only classic trackingThibault Delavallée
Since e9734f4975904b6196423b7f5de7dd211809d6f6 assignation is now a notification sent in the inbox or by email to the newly-assigned responsible. It is therefore considered as not necessary to link a subtype to the assignation itself. Indeed having it logged in the discussion history as a classic tracking in addition to the notification is considered as sufficient. In project module the task opened subtype was linked to task creation and task assignation. This subtype is now used only for task creation. It also fixes a strange behavior. Changing assigned user in an ongoing task was trigerring the task opened subtype which was strange. This is not the case anymore. This commit is related to task ID 60790. Closes #23244 .
2018-02-26[IMP] product: move uom in a new addonXavierDo
Moves UoM models, test and data to a new addon in order to be able to use uom without product. A simple example is be to be able to use UoM for timesheets. This commit only move code, and adapt xml ids without chaging any feature or functionnal behavior. Note: 'product' module now depends on new 'uom' module.
2018-01-03[MERGE] forward port branch saas-11.1 up to 726b91b9fbcChristophe Simonis
2017-12-19[REM] project: Remove the tasks merge featureAnkit Sathvara
Purpose ======= In a business point of view, it make no sense to merge record. if someone want really to merge record they have to do this manually to think about all corner case. What about id sent to the customer ? what about timesheet ? what about business ? The idea of the task: remove this feature in both app, project.task and in helpdesk Specification ============= Remove both features "Merge Selected Tickets" in helpdesk "Merge Selected Tasks" in project.task
2017-12-12[MERGE] forward port branch 11.0 up to b37cc1f9b78Christophe Simonis
2017-12-12[FIX] v11 urlsMiquel Raïch
Was still pointing to old links Closes #21590
2017-12-12[REM] rating_project: kill the module and move feature in projectJérome Maes
Impacted modules: project, rating_project, sale_service_rating and website_rating_project. Removed modules: rating_project and sale_service_rating. Move code to empty 'rating_project' module, in order to kill it. Code is not modified, simply copy/paste at the right place in 'project' module code. However, 'enable rating on task' options is convert into a res.groups that can be activated from the project settings.
2017-11-16[MERGE] forward port branch saas-16 up to 745d00362abChristophe Simonis
2017-11-13[MERGE] forward port branch saas-14 up to abfd6621091Christophe Simonis
2017-11-10[MERGE] forward port branch 10.0 up to ae2cbc7a013Christophe Simonis
2017-11-09[FIX] stock,project: make planner translatableYenthe V.G
Titles of the sections was not present Closes #20825 Closes #20833
2017-10-26[REM] web_planner: Remove the moduleYannick Tivisse
Purpose ======= User tests have been made by the Product Owners team. It showed that the planners are not used by new users on Odoo due to several reasons (They are too static, too heavy to use,...) Specification ============= Remove the module and its different applications. The onboarding on the business flow will be improvement in the weeks to come.
2017-10-19[REM] base, various: remove res.request.linkThibault Delavallée
Not used since a while, remaining of old res.request. Requests have been removed at 881a76dbcf47c877feb5efa14943010309d22eaf . Links have been kept because still used in some reference fields. It seems the last use was in OpenERP v9.0 in crm_claim module. As links are not used since a while let us get rid of it.
2017-08-16[MOV] website_project,project: move all featuresJérome Maes
Making project depending on portal, makes website_project useless. So move all feature from one module to the other.
2017-08-07[IMP] project: Update planner to remove references to issuesYannick Tivisse
2017-08-07[IMP] project: Remove alias_model field on a projectYannick Tivisse
This field was needed because a rating could be sent to a customer for a task or an issue. This was buggy, because if a template was set on a shared stage between tasks and issues, the rendering could crash, generate an email with wrong piece of information, and so on. By removing this field, we can also remove some ugly code that was needed to make that distinction.