Odoo Changelog — 2021-09-06

Monday, September 6, 2021

1 change

Removals(1)

Features or functions removed from Odoo

[MERGE] project: remove project overview and improve analytic account

PR #19250

Enterprisemasterhelpdesk_sale_timesheetproject_account_assetproject_account_budgetproject_enterpriseproject_forecastproject_hr_payroll_accountproject_sale_subscriptionsale_timesheet_enterprisesale_timesheet_account_budgetproject_timesheet_forecast_saleHIGH

The dedicated Project Overview and Project Costs and Revenues reports are removed because their information is available elsewhere and the old views were hard to improve. Project pages and updates now provide clearer links to related costs, revenues, and source documents so users can better understand what drives project performance.

Original PR description

The project overview is a significant technical debt as it is a custom qweb view. It is quite limited: - It is not possible to group the data, to filter on dates, SOs or Field Service projects. -…

The project overview is a significant technical debt 
as it is a custom qweb view. It is quite limited: 
- It is not possible to group the data, to filter on dates,
SOs or Field Service projects.
- Improving this is very difficult and would require weeks 
of development that are not worth it.
In any case, all the information provided by the project overview 
can be found elsewhere. The stat buttons of the report are basically 
duplicates of the ones from the project form view.
Therefore, we are removing this report and its twin, 
the Project Costs and Revenues.

In addition, analytic items lack context for the user to understand 
what generated a certain cost or revenue:
- there is no link to the source document;
- the entries are not categorized (e.g. it is not easy to understand 
if a cost comes from a timesheet cost, a purchase order or an expense);
- the billable type group by works fine for timesheets but then all 
the other entries are flagged as Undefined, which is not very helpful;
- there is no option to easily isolate costs from revenues.

task-2545084
See odoo/odoo#72736
See odoo/upgrade#2706

#project#reporting#analytics#costs#revenues

The project overview is a significant technical debt as it is a custom qweb view. It is quite limited: - It is not possible to group the data, to filter on dates, SOs or Field Service projects. - Improving this is very difficult and would require weeks of development that are not worth it. In any case, all the information provided by the project overview can be found elsewhere. The stat buttons of the report are basically duplicates of the ones from the project form view. Therefore, we are removing this report and its twin, the Project Costs and Revenues. In addition, analytic items lack context for the user to understand what generated a certain cost or revenue: - there is no link to the source document; - the entries are not categorized (e.g. it is not easy to understand if a cost comes from a timesheet cost, a purchase order or an expense); - the billable type group by works fine for timesheets but then all the other entries are flagged as Undefined, which is not very helpful; - there is no option to easily isolate costs from revenues. task-2545084 See odoo/odoo#72736 See odoo/upgrade#2706