Daily updates from Odoo
Thursday, December 19, 2019
5 changes
Enhancements to existing features
This update tightens timesheet access so employees can be limited to seeing only their own entries, while managers and administrators retain broader validation rights. It also improves the timer experience in list and kanban views and supports more controlled invoicing of timesheet-based services by date.
Original PR description
Access rights ============= Purpose ------- Currently, the lowest access right level for Timesheets allows a user to see the timesheets from all employees. Some companies do not want to have this…
Access rights
=============
Purpose
-------
Currently, the lowest access right level for Timesheets allows a user
to see the timesheets from all employees. Some companies do not want
to have this information shared.
As we already have three levels of access rights, creating a new one
would be too much. Instead, we are using this opportunity to
clean/simplify the current access right levels.
Specification
-------------
Remove the current access rights and replace them with the following:
- 'See own timesheets' the user can:
- read/write/create/delete his own timesheets only
- cannot timesheet on projects whose Visibility is set on
'Invited employees' if the user is not a follower
- see the 'My Timesheets' and the 'Timesheet App' menus
- 'See all timesheets' the user can:
- read/write/create/delete all timesheets
- cannot see the Timesheets of Projects whose Visibility is set
on 'Invited employees' if the user is not a follower
- see the 'My Timesheets' + 'All Timesheets' + 'Timesheet App' +
'To Validate' menus
- validate the timesheets of whom he is the 'Timesheet
Responsible' or the 'Manager'
- 'Administrator' the user can:
- read/write/create/delete all timesheets
- see all menus
- validate the Timesheets of all employees
- Write tests
New Validation Process
======================
Purpose
-------
Currently, timesheets are validated by employees as a whole. However,
as a manager, it is difficult to evaluate the timesheets of an
employee for projects you know nothing about. Therefore, it would make
more sense for a manager to validate the timesheets of his projects
and to leave the rest to the other managers.
In addition, having a date on the employees leaves room for error and
performance issues, so we are introducing a new checkbox at the
timesheet level.
Specification
-------------
Remove the 'Timesheets Validation Date' field on the employee
- replace it with a 'Timesheet Validated' checkbox (hidden field) on
the timesheet entry
- By default, this field is set to false
- Once the manager validates the timesheets, switch the field to
true
- Filtering on 'Validated' timesheets should display timesheets for
which 'Timesheet Validated' is true
- Filtering on 'Non-Validated' timesheets should display timesheets
for which 'Timesheet Validated' is false
Rename the title of the validation menus into:
- To Validate > Last Weeks -> Timesheets from Last Week to Validate
- To Validate > Last Month -> Timesheets from Last Month to Validate
Grid view: display projects on which the user timesheeted in the
past 30 days (group_expand), or the employees who timesheeted in the
past 30 days for the 'To Validate' menus)
Open the 'To Validate' menus on the oldest non-validated timesheet
you can find.
Clicking on 'Validate' should validate all the timesheets displayed
on the screen. List all the elements displayed in the view based on
the group by applied in the 'Validate the timesheets' modal.
When validating timesheets, bypass timesheets that were already
validated in the past in order to avoid performance issues
Timer list
==========
Purpose
-------
Have an overview of the timesheets you need to do during the day.
Easily track time spent on tasks using the timer instead of having to
write down somewhere at what time you started an activity. Allow more
flexibility if an activity if interrupted by another one (so you
don't need to do mental arithmetic to determine how much time the
first activity took substracted by the time spent on the second
activity).
Specification
-------------
- Move the time from fsm to hr_timesheet.
- Add fa-play-circle and fa-stop-circle icons in the 'My Timesheets'
menu:
- on the left of the 'Duration' field in the list view
- on the top right corner of the kanban card in the kanban view
- on the right of the first column in the grid view
- Display these icons
- for non-validated timesheets only
- if the Encoding Unit is Hours
- Clicking on the play button should start and display the timer and
switch to the stop icon
- Clicking on the stop button should halt and stop displaying the
timer and switch to the play icon
- While the timer is running, the 'Duration' field should not
be editable
- Only one timer can run at the same time. If the user clicks on the
start button of timesheet B while the timer is running for
timesheet A, timesheet B should start and timesheet A should stop.
Time selection when invoicing
=============================
Purpose
-------
Allow selecting a timeframe to invoice when the user is invoicing on
a periodical basis. For instance, the user invoices each time at the
end of the month. For some reason (he got sick, there was a bank
holiday...), he only invoices of the 4th of the following month.
Now the timesheets that are about to be invoiced include some that
were recorded in the meantime.
Specification
-------------
- Add an 'Invoice timesheets up to mm/dd/yyyy' field on the Invoice
Creation modal
- display this field only when creating an Invoice for a Service
whose Invoicing Policy is on 'Timesheets on tasks'
- not required
- Set today's date by default
- if this field is set, the quantity to invoice should only
include the not yet invoiced (and validated) timesheets up to
this date (included)
- if this field is not set, include all not yet invoiced (and
validated) timesheets without distinction.
- Add the following tooltip: Only timesheets not yet invoiced
(and validated, if applicable) up to this date included will be
invoiced. If no date is indicated, all timesheets not yet
invoiced (and validated, if applicable) will be invoiced
without distinction.
Miscellaneous
=============
Purpose
-------
Small usability improvements.
- Move 'Create SO from Task' to sale_timesheet -> Means Enterprise to
Community).
- Add the pivot view to the 'All Timesheets' menu
- Add the 'Today' button on the grid view of all menus (see the
Reporting > Timesheets by Project menu for reference)
Co-authored-by: Lucas Lefèvre <lul@odoo.com>
Co-authored-by: Yannick Tivisse <yti@odoo.com>
TaskID: 2088586Point of Sale customer lists now show only contacts that have previously acted as customers, reducing clutter from unrelated partners. Each paid POS order also increases the customer ranking for the buyer, helping keep customer records accurate over time.
Original PR description
Following the removing of the vendor and customer field, when we wanted to display customer in the pos, we saw all. Now, we only see partner with a customer rank higher than 0. We also increase the customer rank each time a pos order is paid. task-id: 2092483 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Default values are now selected based on the company being set on a new record, rather than always using the current user's company. This improves consistency in multi-company setups and helps avoid records being created with values from the wrong company.
Original PR description
**Description of the issue/feature this PR addresses:** Suppose a model that have "A" and "company_id" fields. In multi-company, the user in company C creates a record of this model with company_id =…
**Description of the issue/feature this PR addresses:** Suppose a model that have "A" and "company_id" fields. In multi-company, the user in company C creates a record of this model with company_id = C2. In the creation of this record, the `default_get` method is executed. If in context doesn't exist a "`default_A`", then A field will have the value obtained in `get_model_defaults` method. But this method will return the default in company C instead of the default in company C2. So, it's not consistent to have a record in company C2 and one of its attributes (subfields) in company C. **Current behavior before PR:** The `get_model_defaults` method always considers the company of the user for finding default values. **Desired behavior after PR is merged:** The `get_model_defaults` method first considers the `default_company_id` context for finding default values, and if doesn't exist this context then finds with the company of the user. -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Timesheet access is now more private, so employees only see the records they are allowed to see while managers and administrators retain the right approval tools. The approval process is more precise by validating individual timesheet entries by project or task, and users gain easier time tracking with timers in key timesheet views.
Original PR description
Access rights ============= Purpose ------- Currently, the lowest access right level for Timesheets allows a user to see the timesheets from all employees. Some companies do not want to have this…
Access rights
=============
Purpose
-------
Currently, the lowest access right level for Timesheets allows a user
to see the timesheets from all employees. Some companies do not want
to have this information shared.
As we already have three levels of access rights, creating a new one
would be too much. Instead, we are using this opportunity to
clean/simplify the current access right levels.
Specification
-------------
Remove the current access rights and replace them with the following:
- 'See own timesheets' the user can:
- read/write/create/delete his own timesheets only
- cannot timesheet on projects whose Visibility is set on
'Invited employees' if the user is not a follower
- see the 'My Timesheets' and the 'Timesheet App' menus
- 'See all timesheets' the user can:
- read/write/create/delete all timesheets
- cannot see the Timesheets of Projects whose Visibility is set
on 'Invited employees' if the user is not a follower
- see the 'My Timesheets' + 'All Timesheets' + 'Timesheet App' +
'To Validate' menus
- validate the timesheets of whom he is the 'Timesheet
Responsible' or the 'Manager'
- 'Administrator' the user can:
- read/write/create/delete all timesheets
- see all menus
- validate the Timesheets of all employees
- Write tests
New Validation Process
======================
Purpose
-------
Currently, timesheets are validated by employees as a whole. However,
as a manager, it is difficult to evaluate the timesheets of an
employee for projects you know nothing about. Therefore, it would make
more sense for a manager to validate the timesheets of his projects
and to leave the rest to the other managers.
In addition, having a date on the employees leaves room for error and
performance issues, so we are introducing a new checkbox at the
timesheet level.
Specification
-------------
Remove the 'Timesheets Validation Date' field on the employee
- replace it with a 'Timesheet Validated' checkbox (hidden field) on
the timesheet entry
- By default, this field is set to false
- Once the manager validates the timesheets, switch the field to
true
- Filtering on 'Validated' timesheets should display timesheets for
which 'Timesheet Validated' is true
- Filtering on 'Non-Validated' timesheets should display timesheets
for which 'Timesheet Validated' is false
Rename the title of the validation menus into:
- To Validate > Last Weeks -> Timesheets from Last Week to Validate
- To Validate > Last Month -> Timesheets from Last Month to Validate
Grid view: display projects on which the user timesheeted in the
past 30 days (group_expand), or the employees who timesheeted in the
past 30 days for the 'To Validate' menus)
Open the 'To Validate' menus on the oldest non-validated timesheet
you can find.
Clicking on 'Validate' should validate all the timesheets displayed
on the screen. List all the elements displayed in the view based on
the group by applied in the 'Validate the timesheets' modal.
When validating timesheets, bypass timesheets that were already
validated in the past in order to avoid performance issues
Timer list
==========
Purpose
-------
Have an overview of the timesheets you need to do during the day.
Easily track time spent on tasks using the timer instead of having to
write down somewhere at what time you started an activity. Allow more
flexibility if an activity if interrupted by another one (so you
don't need to do mental arithmetic to determine how much time the
first activity took substracted by the time spent on the second
activity).
Specification
-------------
- Move the time from fsm to hr_timesheet.
- Add fa-play-circle and fa-stop-circle icons in the 'My Timesheets'
menu:
- on the left of the 'Duration' field in the list view
- on the top right corner of the kanban card in the kanban view
- on the right of the first column in the grid view
- Display these icons
- for non-validated timesheets only
- if the Encoding Unit is Hours
- Clicking on the play button should start and display the timer and
switch to the stop icon
- Clicking on the stop button should halt and stop displaying the
timer and switch to the play icon
- While the timer is running, the 'Duration' field should not
be editable
- Only one timer can run at the same time. If the user clicks on the
start button of timesheet B while the timer is running for
timesheet A, timesheet B should start and timesheet A should stop.
Time selection when invoicing
=============================
Purpose
-------
Allow selecting a timeframe to invoice when the user is invoicing on
a periodical basis. For instance, the user invoices each time at the
end of the month. For some reason (he got sick, there was a bank
holiday...), he only invoices of the 4th of the following month.
Now the timesheets that are about to be invoiced include some that
were recorded in the meantime.
Specification
-------------
- Add an 'Invoice timesheets up to mm/dd/yyyy' field on the Invoice
Creation modal
- display this field only when creating an Invoice for a Service
whose Invoicing Policy is on 'Timesheets on tasks'
- not required
- Set today's date by default
- if this field is set, the quantity to invoice should only
include the not yet invoiced (and validated) timesheets up to
this date (included)
- if this field is not set, include all not yet invoiced (and
validated) timesheets without distinction.
- Add the following tooltip: Only timesheets not yet invoiced
(and validated, if applicable) up to this date included will be
invoiced. If no date is indicated, all timesheets not yet
invoiced (and validated, if applicable) will be invoiced
without distinction.
Miscellaneous
=============
Purpose
-------
Small usability improvements.
- Move 'Create SO from Task' to sale_timesheet -> Means Enterprise to
Community).
- Add the pivot view to the 'All Timesheets' menu
- Add the 'Today' button on the grid view of all menus (see the
Reporting > Timesheets by Project menu for reference)
Co-authored-by: Lucas Lefèvre <lul@odoo.com>
Co-authored-by: Yannick Tivisse <yti@odoo.com>
TaskID: 2088586The push notification component now stores its Firebase support files in the expected shared library location. This keeps the module’s assets better organized and helps reduce maintenance issues without changing the user experience.