Odoo Changelog — 2025-04-19

Saturday, April 19, 2025

1 change

Improvements(1)

Enhancements to existing features

[IMP] mail, various: improve activity filters and usage

Enterprisemastermailaccount_assetaccount_budgetaccount_online_synchronizationdocumentsdocuments_accountdocuments_projectdocuments_signhelpdeskhr_appraisalhr_payrollhr_payroll_holidaysindustry_fsml10n_au_hr_payroll_accountl10n_be_reportsmrp_maintenancemrp_plmHIGH

Activities are easier to manage with a clearer default personal filter, simpler activity types, and support for unassigned work items. Completed activities are now retained for reporting, helping teams track history more consistently across business workflows.

Original PR description

Early merge of parts from odoo/enterprise#81992 .

Improve activity filtering

Idea is to ease activities management, both from personal and global
point of view. Now having a default 'My Activities' filter, instead of a
domain. This allows to switch from personal to global activity management
easily.

Cleanup activity type data

Purpose is to have less activity types, as we want people to use
some main types instead of having too much of them. Too much
activities leads to complicated flows and code. Especially we
want to promote usage of plans with better summaries instead
of specific types.

Always keep activities

We now keep all done activities, as it is used in various reporting.
Previously it was controller through a 'keep_done' flag. We remove
it as it is now considered as standard for all activity types.

Note that 'ActivityMixin.activity_unlink()' still unlinks activities
as indicated by the name. Use 'activity_feedback' when you want to
close activities through the mixin, which is going to archive them.

Remark: unlinking activities during a given transaction trigerred
a cache invalidation. As it is not the case anymore we had to update
some tests so that fields are computed again. This is mainly a test
artifact, as in real life data is refreshed through UI. Mainly
some triggers should be updated but hey, one thing at a time.

Activities can now be unassigned

Sometimes you may want to create activities to perform without
assigning them directly. We therefore remove the required on user_id
field.

However in case of personal activities not linked to records (i.e.
no model / res_id set) user_id is still required. Reason is that
no-one is going to know they exist and take care of them if they
don't appear on user activity feed nor documents.

Making unassigned activities appear on everyone's activity feed is
not a good idea, as in big companies this is going to bloat your
activities.

allow to schedule personal activities

Since https://github.com/odoo/odoo/pull/204571 activities can be personal, aka not linked to
a document using (res_model, res_id) pair. In this commit we continue
this work by allowing to use the scheduler for personal activities.

This PR contains mainly the python and model code to make it
work. Interface and flows will be improved soon in an upcoming PR.

Task-4592571

Co-Authored-By: Celeste Guilleux <guce@odoo.com>

#activities#filters#reporting#workflow

Early merge of parts from odoo/enterprise#81992 . Improve activity filtering Idea is to ease activities management, both from personal and global point of view. Now having a default 'My Activities' filter, instead of a domain. This allows to switch from personal to global activity management easily. Cleanup activity type data Purpose is to have less activity types, as we want people to use some main types instead of having too much of them. Too much activities leads to complicated flows and code. Especially we want to promote usage of plans with better summaries instead of specific types. Always keep activities We now keep all done activities, as it is used in various reporting. Previously it was controller through a 'keep_done' flag. We remove it as it is now considered as standard for all activity types. Note that 'ActivityMixin.activity_unlink()' still unlinks activities as indicated by the name. Use 'activity_feedback' when you want to close activities through the mixin, which is going to archive them. Remark: unlinking activities during a given transaction trigerred a cache invalidation. As it is not the case anymore we had to update some tests so that fields are computed again. This is mainly a test artifact, as in real life data is refreshed through UI. Mainly some triggers should be updated but hey, one thing at a time. Activities can now be unassigned Sometimes you may want to create activities to perform without assigning them directly. We therefore remove the required on user_id field. However in case of personal activities not linked to records (i.e. no model / res_id set) user_id is still required. Reason is that no-one is going to know they exist and take care of them if they don't appear on user activity feed nor documents. Making unassigned activities appear on everyone's activity feed is not a good idea, as in big companies this is going to bloat your activities. allow to schedule personal activities Since https://github.com/odoo/odoo/pull/204571 activities can be personal, aka not linked to a document using (res_model, res_id) pair. In this commit we continue this work by allowing to use the scheduler for personal activities. This PR contains mainly the python and model code to make it work. Interface and flows will be improved soon in an upcoming PR. Task-4592571 Co-Authored-By: Celeste Guilleux <guce@odoo.com>