Thursday, October 28, 2021
2 changes · master
Enhancements to existing features
This update improves project management usability across projects, tasks, timesheets, portal pages, ratings, and related sales flows. Users get clearer project status and satisfaction indicators, better navigation and reporting views, improved access to milestones, and more accurate linked sales order information.
Original PR description
Adds multi record support to `_show_report`. Limited to records within the same company to stay as close as possible to the default behaviour. Adds the satisfaction percentage as an optional compute…
Adds multi record support to `_show_report`. Limited to records within the same company to stay as close as possible to the default behaviour. Adds the satisfaction percentage as an optional compute to `rating.mixin`. Smaller changes: - Projects created on the fly (through `name_create`) will now come with a default `new` stage in order for them to not be empty. - Removed task auto assign upon creation besides in FSM's 'My tasks' menu. - Allow the reordering of projects without needing to group by anything. - Make `project.task`.`description` and `project.tags`.`name` translatable. - Disable the creation of records in the view when clicking on `Tasks in recurrence` stat button. - Track the planned date of the task in the chatter - Disable the creation of records in the view when clicking on 'invoices' stat button and add the kanban view to that action. - Make milestones completely available to regular project users. - Remove the 'Documents' button in the project's kanban settings menu. - Add kanban, pivot and graph views to the 'Hours Recorded' stat button on projects - Add the calendar view on the 'Hours Forecast' stat button on projects - The 'Sales Orders' stat button on the `project.project`'s form view will now display the amount of sales order linked to the whole project. So the one linked to the project itself if it exists + all the tasks. It will also open them, form view if 1 else list view. - Fix a typo in the settings 'projets' => 'projects' - The analytic account of the project will now be assigned to the sales order when a task is created through the 'Create a task in an existing project' option. Changed the portal task view to include a sidebar similar to sales orders, with a simple menu leading to different parts of the screen. Changed the `project.task` 'rating' stat button: - The icon will now represent the latest review. - The action will directly lead to the record's form view if there is only 1 rating. - Make some fields readonly in the form view. - Display the % of satisfaction instead of the number of ratings. Reorder all stat buttons on the `project.task` form view in this order: - Products, Worksheet, Sales Order(s), Invoices, Ratings, Hours Forecast, Parent Task, Tasks in recurrence, Tickets, Quotations and lastly Customer Preview Make the status of the project editable directly through the kanban view. A new widget has been added to handle that properly. When editing the status through that means, a `project.update` will be created with the current date and the appropriate status. In addition to that a new status has been added (only on `project.task`, not `project.status`) namely `to_define` in order to differentiate new and running projects. Projects now start with the `to_define` status. The `project.project`'s rating stat button has been changed in the following ways: - The icon will now change in function of the satisfaction percentage, smile above 66%, meh between 33% and 66% and frown below 33%. - The color will also change depending on the rate, smile is green, meh is orange and frown is red. - The ratings will now be in function of the last 30 days instead of all time and the action will also filter on those 30 days. - Change the action name from 'Rating' to 'Ratings'. `project.project` ticket stat button: - Will now open the form view when there is only one record. - Added the activity view. - Disable the creation of new records. - Rename the action to 'Tickets'. Task ID: 2611006
Project and field service users get a smoother experience with clearer project status updates, better stat buttons, improved portal task navigation, and more useful reporting views. The changes reduce unnecessary record creation, improve visibility into ratings, tickets, sales orders, hours, and milestones, and make common project information easier to manage.
Original PR description
* = helpdesk_fsm, helpdesk_timesheet, industry_fsm, industry_fsm_report, industry_fsm_sale, project_enterprise, project_forecast Smaller changes: - Projects created on the fly (through `name_create`)…
* = helpdesk_fsm, helpdesk_timesheet, industry_fsm, industry_fsm_report,
industry_fsm_sale, project_enterprise, project_forecast
Smaller changes:
- Projects created on the fly (through `name_create`) will now come with a
default `new` stage in order for them to not be empty.
- Removed task auto assign upon creation besides in FSM's 'My tasks' menu.
- Allow the reordering of projects without needing to group by
anything.
- Make `project.task`.`description` and `project.tags`.`name`
translatable.
- Disable the creation of records in the view when clicking on `Tasks
in recurrence` stat button.
- Track the planned date of the task in the chatter
- Disable the creation of records in the view when clicking on
'invoices' stat button and add the kanban view to that action.
- Make milestones completely available to regular project users.
- Remove the 'Documents' button in the project's kanban settings menu.
- Add kanban, pivot and graph views to the 'Hours Recorded' stat button
on projects
- Add the calendar view on the 'Hours Forecast' stat button on projects
- The 'Sales Orders' stat button on the `project.project`'s form view
will now display the amount of sales order linked to the whole
project. So the one linked to the project itself if it exists + all
the tasks. It will also open them, form view if 1 else list view.
- Fix a typo in the settings 'projets' => 'projects'
- The analytic account of the project will now be assigned to the
sales order when a task is created through the 'Create a task in an
existing project' option.
Changed the portal task view to include a sidebar similar to sales
orders, with a simple menu leading to different parts of the screen.
Changed the `project.task` 'rating' stat button:
- The icon will now represent the latest review.
- The action will directly lead to the record's form view if there is
only 1 rating.
- Make some fields readonly in the form view.
- Display the % of satisfaction instead of the number of ratings.
Reorder all stat buttons on the `project.task` form view in this order:
- Products, Worksheet, Sales Order(s), Invoices, Ratings, Hours
Forecast, Parent Task, Tasks in recurrence, Tickets, Quotations and
lastly Customer Preview
Make the status of the project editable directly through the kanban
view. A new widget has been added to handle that properly. When editing
the status through that means, a `project.update` will be created with
the current date and the appropriate status. In addition to that a new
status has been added (only on `project.task`, not `project.status`)
namely `to_define` in order to differentiate new and running projects.
Projects now start with the `to_define` status.
The `project.project`'s rating stat button has been changed in the
following ways:
- The icon will now change in function of the satisfaction percentage,
smile above 66%, meh between 33% and 66% and frown below 33%.
- The color will also change depending on the rate, smile is green, meh
is orange and frown is red.
- The ratings will now be in function of the last 30 days instead of
all time and the action will also filter on those 30 days.
- Change the action name from 'Rating' to 'Ratings'.
`project.project` ticket stat button:
- Will now open the form view when there is only one record.
- Added the activity view.
- Disable the creation of new records.
- Rename the action to 'Tickets'.
Task ID: 2611006