1. New - odoo-ps/pshk-process GitHub Wiki

Responsibile: FC
Responsibility: Add details of the task.
Next Stage: Analysis
Objective: Making client's requirements as clear as possible.

General

FC has to decide whether customization is required for their requirement. Before asking for customization, you can try to see if any workaround solution with standard Odoo is possible.

When FC has decided that the only solution is through customization, create the task and fill in details of the task.

Start

Create New task,
https://github.com/odoo-ps/pshk-process/blob/master/img/New/task_detail.png

Writing Details

Here are some things to note when creating task.

(Upper Section)
https://github.com/odoo-ps/pshk-process/blob/master/img/New/upper_section.png

Fill in the DBs and it's highly appreciated if you include TEST CASES when possible. It will help let TC do basic testing during development. Create task from the PSHK Saas Custo Project. Verify the subscription is correctly pulled from parent task, else set it on parent task.

(Task Description)

https://github.com/odoo-ps/pshk-process/blob/master/img/New/task_desc.png

Business Need: More ABSTRACT analysis. Give high level overview of WHAT client wants to achieve and WHY they need it. Will help TC a lot especially to provide alternative solutions.

Client would like to .....
The client likes to have this development because ....

Functional Analysis: Write more detailed analysis on how the requirement should be reflected in odoo system. Elaborating through images/videos/demonstration is highly encouraged.

Recommendations

Here are some recommendations on how to write functional analysis of the task. When referring to existing field/model/view/report, give the technical name.

  1. New Fields
  • Give the field description label.
  • Give calculation formula for compute fields.
  1. View Changes (form, list, report, etc.)

https://github.com/odoo-ps/pshk-process/blob/master/img/New/view_change.png https://github.com/odoo-ps/pshk-process/blob/master/img/New/report_change.png

  • Point out where to put the fields if possible
  • Elaborate as detailed as possible (name/description)
  • For report, try to be specific to the external id of the report itself
  1. Backend Flow related customization/development: https://github.com/odoo-ps/pshk-process/blob/master/img/New/business_flow_change.png
  • Elaborate on the flow that you want to change. Present what is the current flow (Odoo standard), and what is the desired flow.
  • Detail all changes required to achieve the new feature (i.e. new button, new field, new view).
  • May need to directly talk to TC if quite complicated to put in words. Or you can do screen record as well.

On Completion

Once you think the details are filled in and ready for TC to look at, move the stage to Analysis.