Thursday, March 5, 2020
2 changes · master
New functionality added to Odoo
Teams can now create project templates that serve as starting points for new projects without appearing in dashboards, reports, portals, or customer records. This makes project setup faster and more consistent while keeping template work separate from live operational and billing activity.
Original PR description
Purpose ======= The purpose of this is to allow the creation of template projects that can be used as starting point for normal projects but don't appear in reporting, on the dashboard, on the…
Purpose
=======
The purpose of this is to allow the creation of template projects that
can be used as starting point for normal projects but don't appear
in reporting, on the dashboard, on the portal...
Tasks can also be created in those projects but no timesheets, quotations,
sale orders or invoices can be created from those tasks. We can link a
partner to template tasks. They don't appear on the partner form.
Specifications
==============
- Add a "Project Template" checkbox on the project form view beneath the company field.
It is only visible in debug mode.
- Add a project_template_id field on the project form view to select a template
with which you want to create your project. Once the project is saved you
cannot change the template anymore.
- Add a "Project Templates" menu item in Project > Configuration.
All projects created from this menu are templates by default.
- Display only non template projects on the dashboard
- Fields to be copied from a template to a project :
partner_id, company_id, currency_id, type_ids, label_tasks, resource_calendar_id,
color, user_id, privacy_visibility, display_name, use_pads, allow_billable, timesheet_product_id,
allow_timesheets, allow_timesheet_timer
- Invisible fields on project.project form (non templates):
Project stat buttons, project_template_id
- Invisible fields on project.project form (templates):
Ratings stat button, sale_order_id, sale_line_id, SO stat button, Timesheets stat button
- Invisible fields on project.task form :
Assign to me button, user_id, parent_id, date_deadline, email_cc, date_assign,
date_last_stage_update, Working Time to Close, sale_order_id, sale_line_id,
SO stat button, timer buttons, timesheet_ids
- Add demo data
Task-1975084
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-prProject templates can now carry key service, field service, worksheet, quotation, materials, and forecasting settings into newly created projects. Template-only records are also kept out of operational reports and selection fields where they do not belong, reducing setup errors and cleaner reporting.
Original PR description
Purpose
=======
Same purpose as PR : https://github.com/odoo/odoo/pull/45418
Specifications
==============
- Fields to be copied in enterprise from a template to a project :
is_fsm, allow_material, allow_quotations, allow_worksheets, worksheet_template_id,
allow_forecast
- Invisible fields in enterprise on project.project form (templates):
Planning stat button, Tickets stat button
- Invisible fields in enterprise on project.task form :
planned_date_begin, planned_date_end, Products stat button, Invoices stat button,
Quotations stat button, Planning overlap alert, worksheet stat button
- Add demo data
Task-1975084
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr