|
| 1 | +========================== |
| 2 | +Document Page Project Task |
| 3 | +========================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:792f27beb9e30e02336420e9ffafb95a1a3027dc4b2ff368b4d350c683de3b01 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fknowledge-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/knowledge/tree/16.0/document_page_project_task |
| 21 | + :alt: OCA/knowledge |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/knowledge-16-0/knowledge-16-0-document_page_project_task |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/knowledge&target_branch=16.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module extends the document page (wiki) functionality by allowing |
| 32 | +you to link them directly to project tasks. |
| 33 | + |
| 34 | +Main Features |
| 35 | +------------- |
| 36 | + |
| 37 | +- **Link Wiki Pages to Tasks**: Allows associating document pages to |
| 38 | + specific project tasks |
| 39 | +- **Automatic Project Filling**: When a task is selected, the related |
| 40 | + project is automatically filled |
| 41 | +- **Consistency Validation**: Ensures that the wiki page's project is |
| 42 | + always the same as the linked task's project |
| 43 | +- **Smart Filtering**: When a project is defined, only tasks from that |
| 44 | + project are displayed for selection |
| 45 | +- **Page Counter**: Displays the number of wiki pages linked to each |
| 46 | + task directly in the task view |
| 47 | + |
| 48 | +Benefits |
| 49 | +-------- |
| 50 | + |
| 51 | +- Organize project documentation hierarchically (Project → Task → Wiki) |
| 52 | +- Keep documentation close to the work context (tasks) |
| 53 | +- Avoid inconsistencies between projects and tasks through automatic |
| 54 | + validations |
| 55 | +- Quickly access documentation related to a specific task |
| 56 | + |
| 57 | +Dependencies |
| 58 | +------------ |
| 59 | + |
| 60 | +This module requires: |
| 61 | + |
| 62 | +- ``document_page_project``: Module that links document pages to |
| 63 | + projects |
| 64 | +- ``project``: Odoo's project management module |
| 65 | + |
| 66 | +**Table of contents** |
| 67 | + |
| 68 | +.. contents:: |
| 69 | + :local: |
| 70 | + |
| 71 | +Configuration |
| 72 | +============= |
| 73 | + |
| 74 | +This module does not require additional configuration after |
| 75 | +installation. It works automatically once installed. |
| 76 | + |
| 77 | +Installation |
| 78 | +------------ |
| 79 | + |
| 80 | +1. Go to the **Apps** menu |
| 81 | +2. Remove the "Apps" filter if necessary |
| 82 | +3. Search for "Document Page Project Task" |
| 83 | +4. Click **Install** |
| 84 | + |
| 85 | +Prerequisites |
| 86 | +------------- |
| 87 | + |
| 88 | +Make sure the following modules are installed: |
| 89 | + |
| 90 | +- **Project** (base project module) |
| 91 | +- **Document Page Project** (links wiki pages to projects) |
| 92 | + |
| 93 | +The system will automatically install the necessary dependencies during |
| 94 | +installation. |
| 95 | + |
| 96 | +Permissions |
| 97 | +----------- |
| 98 | + |
| 99 | +The module uses the same access permissions as the base modules: |
| 100 | + |
| 101 | +- Users with access to **Projects** can view and create wiki pages |
| 102 | + linked to tasks |
| 103 | +- Users with access to **Documents/Knowledge** can manage wiki page |
| 104 | + content |
| 105 | + |
| 106 | +No additional permission configuration is required. |
| 107 | + |
| 108 | +Usage |
| 109 | +===== |
| 110 | + |
| 111 | +This guide explains how to use the Document Page Project Task module to |
| 112 | +link wiki pages to project tasks. |
| 113 | + |
| 114 | +Create a Wiki Page from a Task |
| 115 | +------------------------------ |
| 116 | + |
| 117 | +**Method 1: From the Task** |
| 118 | + |
| 119 | +1. Go to the **Projects** module |
| 120 | +2. Open the desired project |
| 121 | +3. Select a task |
| 122 | +4. In the task view, locate the **Wiki Pages** button (book icon) |
| 123 | +5. Click the button to see linked pages or create a new one |
| 124 | +6. Click **Create** to add a new wiki page |
| 125 | +7. The task and project will be automatically filled |
| 126 | + |
| 127 | +**Method 2: From the Wiki Page** |
| 128 | + |
| 129 | +1. Go to the **Knowledge** or **Documents** module |
| 130 | +2. Create a new wiki page or edit an existing one |
| 131 | +3. In the page form, you will see the fields: |
| 132 | + |
| 133 | + - **Project**: Select the project |
| 134 | + - **Task**: Select the task (only tasks from the selected project |
| 135 | + will be displayed) |
| 136 | + |
| 137 | +4. When you select a task, the project will be automatically filled |
| 138 | +5. Save the page |
| 139 | + |
| 140 | +Automatic Behaviors |
| 141 | +------------------- |
| 142 | + |
| 143 | +**Automatic Project Filling** |
| 144 | + |
| 145 | +When you select a task: |
| 146 | + |
| 147 | +- The **Project** field is automatically filled with the task's project |
| 148 | +- This ensures consistency between task and project |
| 149 | + |
| 150 | +**Task Filtering** |
| 151 | + |
| 152 | +When a project is selected: |
| 153 | + |
| 154 | +- Only tasks from that project appear in the selection list |
| 155 | +- This prevents selecting tasks from different projects |
| 156 | + |
| 157 | +**Consistency Validation** |
| 158 | + |
| 159 | +The system automatically validates that: |
| 160 | + |
| 161 | +- If a task is linked, the project must also be defined |
| 162 | +- The wiki page's project must be the same as the linked task's project |
| 163 | +- If you try to link a task to a different project, the system will |
| 164 | + prevent the operation |
| 165 | + |
| 166 | +**Automatic Cleanup** |
| 167 | + |
| 168 | +When you change the project: |
| 169 | + |
| 170 | +- If the linked task does not belong to the new project, it is |
| 171 | + automatically removed |
| 172 | +- This maintains data consistency |
| 173 | + |
| 174 | +View Wiki Pages of a Task |
| 175 | +------------------------- |
| 176 | + |
| 177 | +1. Access a project task |
| 178 | +2. At the top of the form, you will see the **Wiki Pages** button with a |
| 179 | + counter |
| 180 | +3. The displayed number indicates how many wiki pages are linked to the |
| 181 | + task |
| 182 | +4. Click the button to see all linked pages |
| 183 | + |
| 184 | +Usage Examples |
| 185 | +-------------- |
| 186 | + |
| 187 | +**Example 1: Requirements Documentation** |
| 188 | + |
| 189 | +1. Create a task "Define System Requirements" |
| 190 | +2. From the task, create a wiki page "Functional Requirements" |
| 191 | +3. Document the requirements in the wiki page |
| 192 | +4. The page will be linked to the task and project |
| 193 | + |
| 194 | +**Example 2: Meeting Notes** |
| 195 | + |
| 196 | +1. Create a task "Planning Meeting" |
| 197 | +2. Create a wiki page "Meeting Minutes" |
| 198 | +3. Document the discussed points |
| 199 | +4. The documentation will be organized and easy to find |
| 200 | + |
| 201 | +**Example 3: Technical Specifications** |
| 202 | + |
| 203 | +1. Create a task "Develop Module X" |
| 204 | +2. Create a wiki page "Technical Specification" |
| 205 | +3. Document the architecture and technical decisions |
| 206 | +4. Keep the documentation close to the task work |
| 207 | + |
| 208 | +Tips |
| 209 | +---- |
| 210 | + |
| 211 | +- Use wiki pages to maintain contextual documentation related to |
| 212 | + specific tasks |
| 213 | +- The page counter on the task helps quickly identify tasks with |
| 214 | + documentation |
| 215 | +- When creating a page from the task, fields are automatically filled, |
| 216 | + saving time |
| 217 | +- Organize project documentation hierarchically: Project → Task → Wiki |
| 218 | + |
| 219 | +Bug Tracker |
| 220 | +=========== |
| 221 | + |
| 222 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/knowledge/issues>`_. |
| 223 | +In case of trouble, please check there if your issue has already been reported. |
| 224 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 225 | +`feedback <https://github.com/OCA/knowledge/issues/new?body=module:%20document_page_project_task%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 226 | + |
| 227 | +Do not contact contributors directly about support or help with technical issues. |
| 228 | + |
| 229 | +Credits |
| 230 | +======= |
| 231 | + |
| 232 | +Authors |
| 233 | +------- |
| 234 | + |
| 235 | +* Escodoo |
| 236 | + |
| 237 | +Contributors |
| 238 | +------------ |
| 239 | + |
| 240 | +- `ESCODOO <https://escodoo.com.br>`__: |
| 241 | + |
| 242 | + - Marcel Savegnago <marcel.savegnago@escodoo.com.br> |
| 243 | + |
| 244 | +Maintainers |
| 245 | +----------- |
| 246 | + |
| 247 | +This module is maintained by the OCA. |
| 248 | + |
| 249 | +.. image:: https://odoo-community.org/logo.png |
| 250 | + :alt: Odoo Community Association |
| 251 | + :target: https://odoo-community.org |
| 252 | + |
| 253 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 254 | +mission is to support the collaborative development of Odoo features and |
| 255 | +promote its widespread use. |
| 256 | + |
| 257 | +.. |maintainer-marcelsavegnago| image:: https://github.com/marcelsavegnago.png?size=40px |
| 258 | + :target: https://github.com/marcelsavegnago |
| 259 | + :alt: marcelsavegnago |
| 260 | + |
| 261 | +Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
| 262 | + |
| 263 | +|maintainer-marcelsavegnago| |
| 264 | + |
| 265 | +This module is part of the `OCA/knowledge <https://github.com/OCA/knowledge/tree/16.0/document_page_project_task>`_ project on GitHub. |
| 266 | + |
| 267 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
0 commit comments