whagan / custom_addons Goto Github PK

Users would like to see the reports ordered in some way, at least alphabetically to start with. Also remove test from the demo.

STORY
As a business owner, I want to know what time of day is the busiest, so I am able to adjust the staffing accordingly.

TASK DESCRIPTION

By the end of the iteration, the CickIt Traffic Stats Report should be listed under the "My Reports" sub-menu in the Custom Reports module. The Traffic Statistics Report will require its own models/tables.

If the Traffic Statistics Report is considered its own object, it should contain Sales and web interaction over a given time period of the day.

HOW TO EVALUATE

In Odoo, go to Settings → Technical (navbar) → Models (under Database Structure). Search custom_reports. One of the models belonging to the custom_reports module should be the Traffic Statistics Report module and have similar fields as mentioned above.

Also, go to Custom Reports -> Custom Reports (navbar) -> Traffic Statistic Report. Create a Traffic Statistics Report. After saving, this data should be saved in the database in tables Traffic Statistics and Traffic Statistics Report .

STORY

As a marketing specialist, I want a report that demonstrates the effectiveness of an email marketing advertisement campaign on sales.

TASK DESCRIPTION

By the end of the iteration, the ClickIt Custom Reports application should have available an Email Marketing Report. The Email Marketing Report will require its own models / tables.

If we consider an Email Marketing Report its own object, it should demonstrate sales and email ads over a time span, the cost of the advertisements , and the sales differential over that time span.

HOW TO EVALUATE

In Odoo, go to Settings → Technical (navbar) → Models (under Database Structure). Search custom_reports. One of the models belonging to the custom_reports module should be the email_marketing_report model. This model should have fields as described above.

Also, go to Custom Reports -> Custom Reports (navbar) -> Email Marketing. Create an Email Marketing Report. After save, this data should be saved in database in tables custom_reports_email_marketing and custom_reports_email_marketing_reports.

There could be a potential stuck Employee Performance report. Investigate.

It may be due to #36 where there is a null value for datetime.
It may also be that the report will fail if there are zero values for Employee time and/or sales.

STORY

As a business owner, I want a report that provides sales stats for locations, so I could know how each location is performing compared to each other.

TASK DESCRIPTION

By the end of the iteration, the ClickIt Custom Reports application should have available a Sales by Location Report. The Sales by Location Report will require its own models / tables.

If we consider a Sales by Location Report its own object, it should demonstrate sales numbers at particular locations and at certain periods of time.

HOW TO EVALUATE

In Odoo, go to Settings → Technical (navbar) → Models (under Database Structure). Search custom_reports. One of the models belonging to the custom_reports module should be the sales_by_location_report model. This model should have fields as described above.

Also, go to Custom Reports -> Custom Reports (navbar) -> Sales by Location. Create a Sales by Location Report. After save, this data should be saved in database in tables custom_report_sales_by_location_report.

As a business owner, I want a report that provides illustrative charts and/or graphs for the Sales By Company Report. Visual enhancements such as these will aid in my business decision making.

TASK DESCRIPTION

By the end of the iteration, the ClickIt Sales By Company Report should have a chart and / or graph in the form view.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> Sales By Company Report. Create a Sales By Company Report. After saving, this data should be illustrated in the form view of the Sales By Company Report.

TASK DESCRIPTION

By the end of the iteration, the landing page of the Custom Reports application should be customized to display only those features required by its users.

HOW TO EVALUATE

Open the Odoo Custom Reports app. The user should be presented with the following:

1. In the navbar, the large "Custom Reports" text is a link to the Custom Reports landing page (current page).
2. In the navbar, a menu also titled "Custom Reports" should dropdown presenting a link to Sprint 4's custom report (probably the "Employee Performance").
3. In the navbar, a link titled "Configure" should take the user to a standard Odoo list view, in which the user may edit certain features of the custom reports.
4. On the page, a link for "Employee Performance" report.

Note: In order for user to view Custom Reports module, he / she might require access as a Custom Reports Manager or User. This may be activated in Settings.

Make the naming of the report reflect the report more accurately.

TASK DESCRIPTION
By the end of the iteration, Sales Statistics Report should have a graphic view.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> and choose Sales Statistics Report. Click Create. This will open a form view.
Upon save, a graphical representation of the data should be present.

As a business owner, I want a landing page that allows me to easily interact with my reports, so I can add new reports and remove existing reports.

As the business owner, I want to know what products I should restock, so I don't restock items I'm losing money on or restock items that I still have plenty of.

TASK DESCRIPTION
By the end of the iteration, the ClickIt Restock Report should be listed under the "My Reports" sub-menu in the Custom Reports module. The restock report will require its own models/tables.

HOW TO EVALUATE

In Odoo, go to Settings → Technical (navbar) → Models (under Database Structure). Search custom_reports. One of the models belonging to the custom_reports module should be the Restock Report module and have similar fields as mentioned above.

Also, go to Custom Reports -> Custom Reports (navbar) ->Restock Report. Create an Inventory Statistics Report. After saving, this data should be saved in the database in tables Restock and Restock Report.

As a business manager, I want to have a custom report Odoo module I can install, to generate custom reports using my data.

TASK DESCRIPTION

By the end of the iteration, the ClickIt Custom Reports application should have its own user group with at least two member types. This is a common security feature of the Odoo environment and in fact, some global Odoo functions are not available to users unless security groups are implemented.

HOW TO EVALUATE

You must be in Odoo developer mode. Go to Settings. On navbar, go Users & Companies -> Groups. The Custom Reports Manager and User groups should be visible.

Also, click Technical on Settings navbar. Click External Identifiers. You should see these user (they are instances of the ir.model.access model).

STORY

As a business owner and user of the ClickIt Custom Reports module, I want to view certain data in the Employee Performance Report.

TASK DESCRIPTION

By the end of the iteration, the ClickIt Custom Reports application should have available an Employee Performance Report. The Employee Performance Report will require its own models / tables.

If we consider an Employee Performance Report its own object, it will demonstrate the number of hours an employee worked over a time span, the amount of sales the employee made during that time span, and the sales per hour.

HOW TO EVALUATE

In Odoo, go to Settings → Technical (navbar) → Models (under Database Structure). Search custom_reports. One of the models belonging to the custom_reports module should be the employee_performance_report model. This model should have fields as described above.

TASK DESCRIPTION

View Button does not go to URL when clicked

HOW TO EVALUATE

Open the Odoo Custom Reports app. The user should be presented with the following:

Custom Reports landing page. Each report has a VIEW button on the side. That button needs to go to the corresponding URL.

TASK DESCRIPTION

By the end of the iteration, the Sales by Company Report should have demo data.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> and Sales by Company Report. Create a Sales by Company Report. There should be adequate demo data to create a report.

TASK DESCRIPTION

By the end of the iteration, all ClickIt Custom Reports should have a report_title field. (Some Custom Reports already have contain this field.) This allows users to title each instance of a report at its creation, and is a feature that had been requested by test users.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> and choose any report. Click Create. This will open a form view.
Enter a report title for that report.

I would like to see a Contacts report where I can easily find a contact and their email and phone number.

TASK DESCRIPTION

An update or edit to the many2many_tags widget in the form view of each report does not update the corresponding record. To demonstrate, create a record. Then go to its form view and edit the many2many_tags widget (either remove or add a value for that field). The pivot table will not reflect this change.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> and open any report with a many2many_tags widget. Create a record. Then go back into the form view of that record and edit the field with the many2many_tags widget. This change should be reflected in the record (either on Save or immediately).

TASK DESCRIPTION

Update the Email Marketing Report model so that the sales_delta_per attribute is of type Float. Previously was of type Char but Float will be easier to integrate with Email Marketing Report graph.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> Email Marketing Report. Create an Email Marketing Report. Computed field sales_delta_per should reflect appropriately in pivot and graph view.

STORY

As a business owner and user of the ClickIt Custom Reports module, I want to view certain data in the Employee Performance Report.

TASK DESCRIPTION

By the end of the iteration, the ClickIt Custom Reports application should have available an Employee Performance Report. The Employee Performance Report will require its own models / tables.

If we consider an Employee Performance Report its own object, it will demonstrate the number of hours an employee worked over a time span, the amount of sales the employee made during that time span, and the sales per hour.

HOW TO EVALUATE

In Odoo, go to Settings → Technical (navbar) → Models (under Database Structure). Search custom_reports. One of the models belonging to the custom_reports module should be the employee_performance_report model. This model should have fields as described above.

Also, go to Custom Reports -> Custom Reports (navbar) -> Employee Performance. Create an Employee Performance Report by adding start date, end date, and selecting users. After save, this data should be saved in database in tables custom_reports_employee_performance and custom_reports_employee_performance_reports.

TASK DESCRIPTION

Prepare for final presentation.

HOW TO EVALUATE

The Custom Reports module is prepared for the presentation.

TASK DESCRIPTION

By the end of the iteration, the Employee Performance Report should have attendance and sales demo data for the following users: Tommy Rogers, Dustie Waring, Paul Waggoner, Blake Richardson and Dan Briggs. (These names are, themselves, demo users added to test the Employee Performance Report. They may easily be renamed.)

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> and Employee Performance Report. Create an Employee Performance Report for the dates between August 1 2020 and October 31 2020. There should be adequate sales and attendance data for this time frame for the users listed above, along with Marc Demo and Mitchell Admin.

STORY

As a business owner and user of the ClickIt Custom Reports module, I want to view certain data in the Employee Performance Report.

TASK DESCRIPTION

By the end of the iteration, the ClickIt Custom Reports application should have available an Employee Performance Report. The Employee Performance Report will require its own views.

An Employee Performance Report should demonstrate the number of hours an employee worked over a time span, the amount of sales the employee made during that time span, and the sales per hour.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> Employee Performance. Should be redirected to Employee Performance. Create a new Employee Performance by entering start date, end date, and selecting users.

After creation, user should be able to view report.

TASK DESCRIPTION

The Custom Reports Menu needs to list all active reports on in the custom reports table.

HOW TO EVALUATE

Open the Odoo Custom Reports app. The user should be presented with the following:

In the navbar, the large "Custom Reports" text is a link to the Custom Reports landing page (current page).
In the navbar, a menu also titled "Custom Reports" should dropdown presenting a link to all the reports in the active custom reports table.

TASK DESCRIPTION

The report title of each report should be visible in that report's form view. Currently, only the model and record id of the report is visible.

HOW TO EVALUATE

Go to the form view of any custom report (not applicable for the Contacts Reports). The report title should be visible in the form view of each particular report.

TASK DESCRIPTION

By the end of the iteration, users should be able to view an icon corresponding to the ClickIt custom reports module.

HOW TO EVALUATE

Open Odoo, go to Apps page. Search for "custom reports". An icon should be visible with the customs report module.

TASK DESCRIPTION

By the end of the iteration, all ClickIt Custom Reports should have only one instance of a pivot table within the form view. The additional pivot table and graph (notebook in form view) should not be visible until the record is saved.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> and choose any report. Click Create. This will open a form view.
The notebook containing Pivot and Graph should not be visible. Save a new record. After Save, the Notebook should be visible.

TASK DESCRIPTION

By the end of the iteration, the Sales by Company Report should be updated to reduce any confusion. (For instance, the report is supposed to record data by Company and it does this. But every mention in the source is location. Simple fix. Low hanging fruit.)

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> and choose Sales by Company Report.

For some strange reasons, a null datetime in a saved Odoo model will be treated as a Boolean by python. This may make future editing of that field problematic, as some models have functions tied to that field and it thinks it could be a Boolean that's being compared to a datetime.

Potential fixes are to set default datetimes or make them required fields.

TASK DESCRIPTION

By the end of the iteration, the Traffic Statistics Report should have demo data.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> and Traffic Statistics Report. Create an Traffic Statistics Report for the month of October. There should be adequate demo data to create a report.

STORY
As a business owner, I want to know what time of day is the busiest, so I am able to adjust the staffing accordingly.

TASK DESCRIPTION

By the end of the iteration, the CickIt Traffic Statistics Report should be listed under the "My Reports" sub-menu in the Custom Reports module. The Traffic Statistics Report will require its own models/tables.

If the Traffic Statistics Report is considered its own object, it should contain sales over a given time period of the day.

HOW TO EVALUATE

In Odoo, go to Settings → Technical (navbar) → Models (under Database Structure). Search custom_reports. One of the models belonging to the custom_reports module should be the Traffic Statistics Report module and have similar fields as mentioned above.

Also, go to Custom Reports -> Custom Reports (navbar) -> Traffic Statistics Report. Create a Traffic Statistics Report. After saving, this data should be saved in the database in tables Traffic Statistics and Traffic Statistics Report .

STORY

As a business owner, I want a report that provides illustrative charts and / or graphs for the employee performance report. Visual enhancements such as these will aid in my business decision making.

TASK DESCRIPTION

By the end of the iteration, the ClickIt Employee Performance Report should have a chart and / or graph in the form view.

HOW TO EVALUATE

Go to Custom Reports -> Custom Reports (navbar) -> Employee Performance Report. Create an Employee Performance Report. After save, this data should be illustrated in the form view of the Employee Performance Report.