Friday, May 24, 2019
2 changes · master
Enhancements to existing features
Projects can now connect more directly to analytic accounting so businesses can track costs and revenues even when timesheets are not used. Project dashboards and cards now provide clearer access to profitability, purchase orders, vendor bills, sales orders, and related financial activity.
Original PR description
Impacted modules: hr_timesheet, project, sale_timesheet and sale_timesheet_purchase Currently, the link between the Analytic Account and the Project is non existant if Timesheets is not installed,…
Impacted modules: hr_timesheet, project, sale_timesheet and sale_timesheet_purchase Currently, the link between the Analytic Account and the Project is non existant if Timesheets is not installed, and we track any cost linked to the AA set on the Project, but we only track the revenues linked to Timesheets. The purpose of this merge is to allow simple project (no timesheet installed or activated) to track their costs and revenues. This is done through the analytic account; indeed, all purchase order, sales order, invoices and vendor bills can generate analytic entries. It could then be interessting for user to see the costs and revenues for a project. We decided to redirect user from the project dashboard to the "costs/revenues" action of the analytic account itself, or (if timesheet is allowed on project) to the overview. This commit also integrates purchase orders on the project overview. Implementation: This PR aims to improve the link between Project and Analytic Accounting, by several actions: * Move all the analytic account business to project * Add an Other Revenues field in Project Overview, which represent the positive analytic entries from the AA set on the Project AND that are not linked to a Timesheet * Add two smart buttons on Project Overview to Purchase Orders and Vendor Bill of the project's AA * Add the results (Sales Orders and Timesheets) linked to the project's AA in the respective smart buttons of Project Overview * Add a "Profitability" link on the Kanban card of the Project bringing to the Costs & Revenues of the AA set on the Project to allow profitability tracking when there are no Timesheets. To do so, it was required to move back the analytic dependency from hr_timesheet to project, like before 3dd3e2648329995ddc309081787e19005d48ccd0 (but without the inheritS). Limitation: This will only make sense for project having a "one-to-one" relation with analytic account. If 2 projects are linked to the same AA, we have no way to deduce from which project the cost entry is linked. Task-1975022
Mobile users can now use the Documents app with the same key filtering and navigation tools available on desktop. Search filters, document details, discussions, and action buttons have been redesigned for small screens, making document management practical from phones and tablets.
Original PR description
This merge introduces the SearchPanel widget and Documents application on mobile. The SearchPanel widget in kanban views has been introduced in commit odoo/odoo@25c9355. It allows to refine search according to specific dimensions. This widget is displayed as a sidebar to the left of the kanban view. But it's also missing a representation for small screens, and then disabled on mobile. This commit enables it on mobile giving the same features as the desktop version but displayed as an additional row at the top of the kanban records. Until this merge the custom kanban view of Documents was disabled on mobile because it missed some features (like the SearchPanel). Now that it is implemented we can enable the custom kanban of Documents on mobile. It includes : - rendering the DocumentsInspector as a modal - rendering the chatter (when available) also as a modal - merging the ControlPanel's buttons into a dropdown Task ID: 1917277