Tuesday, June 1, 2021
1 change
Enhancements to existing features
This update makes Planning easier to use by improving shift creation, task assignment, schedule sending, templates, roles, and reporting views. It also updates planning reports with clearer time-off and working-hours measures, helping managers better compare planned, unavailable, and actual worked time.
Original PR description
## PURPOSE Generic UX improvements to ease the use of Planning and the onboarding. ### Details - When selecting a task on a shift, set automatically the user assigned to the task to the shift (only…
## PURPOSE
Generic UX improvements to ease the use of Planning and the onboarding.
### Details
- When selecting a task on a shift, set automatically the user assigned to the task to the shift (only applicable if the employee_id field is false)
- An internal user without any access to the Planning app should see all published open shifts if both the default_planning_role_id and planning_role_ids fields on his hr.employee are false
- if one of these fields are set, he should only see the published open shifts for his roles
- Remove the 'allocated time percentage' feature
- In "Timesheet and planning analysis" report:
- Add 'time off' measure that represents the number of working hours during which the employee was on time off.
- Update the 'Difference' to represent the difference between the sum of planning hours and the time off and the effective hours. Calculation: `planned_hours + time off measure - effective_hours`.
- Remove the 'number of working hours' measure.
- In "Planning Analysis" report:
- Add 'time off' measure that represents the number of working hours during which the employee was on time off.
- Add the 'number of working hours' measure.
- Add an 'allocated working hours (%)' measure which should represent the % of (allocated hours + time off) based on the working hours for the selected period.
- Add kanban view to the following menus:
- reporting > planning analysis
- configuration > roles
- configuration > shift templates
- Add an 'active' filter and a corresponding 'archived' filter to the following models: planning.role, planning.slot.template.
- For `planning.slot.template` model:
- Add a *sequence* field, the templates will be ordered on the shift form view accordingly.
- Add a *name* field that represent the "start hour - end hour (x days span)".
- remove the start hour and duration fields in the list view.
- In calendar view of planning.slot model, when the shift is a single day and not an entire day then display the end hour of this shift.
- When the user wants to send the schedule and there are no shifts to send, we replace the blocking error by a red toast notification that states: "There are no shifts to send or publish.".
- In gantt view of `planning.slot` model:
- When the user creates a shift via the form view available in the gantt and want to save it as template, we display the following toast notification when a template is created: "fa-check This shift was successfully saved as a template.".
- the default start/end dates of newly created shifts should be today's date if the period of the gantt view contain the today date otherwise the default start/end dates are the first working day of the company in the period.
- when the user clicks on the "Send schedule" button: display a green toast notification that states 'fa-check The schedule was successfully sent to your employees.'
- In form view of `planning.slot` model:
- the space between the 'repeat' and 'save as template' fields has been removed.
- when setting repeat to true on an existing shift, the default values should be '1 week' and 'forever'.
- Change the helper to 'No shifts found. Let's create one!...' when there are no shifts in the schedule menus.
- Change the helper to: 'No shift templates found. Let's create one!...' when there are no shift templates.
task-2463722