Introduction

This add-on demonstrates how to create a project management application in Plone with four Dexterity content types: Client, Project, Iteration, and Task. It also includes a tool to automate the creation of iterations, and a custom workflow for the Client, Project and Iteration types that contains active/inactive states.

https://github.com/collective/collective.project/raw/master/screenshot.png

Installation

Plone < 4.3

For Plone versions earlier than 4.3, extend the Dexterity Known Good Set of packages e.g.:

[buildout]
extends = http://good-py.appspot.com/release/dexterity/1.2.1
versions = versions

Note

You must extend the Dexterity Known Good Set provided by http://good-py.appspot.com/release/dexterity/1.2.1 to avoid Buildout conflict errors.

Plone 4.x

Add collective.project to plone.recipe.zope2instance section eggs parameter e.g.:

[plone]
recipe = plone.recipe.zope2instance
eggs =
    …
    collective.project

For more information about Dexterity, please see:

Changelog

1.0.2 (2012-10-30)

  • Fix brown bag [aclark]

1.0.1 (2012-10-29)

  • Add 4.3 compat [aclark]
  • Add classifers to setup.py for all Plone 4.x [aclark]

1.0.0 (2012-04-07)

  • Clean up package [aclark]

0.9.5 (08/17/2011)

  • Do not hide Plone content editing border by default [aclark]
  • Change default projects to: [aclark]
    • Development
    • Training
    • Hosting
    • Support
  • Clean up UI [aclark]
  • More package cleanup [aclark]

0.9.4 (11/10/2010)

  • Clean up package (no code changes)
  • Rebrand as "demo application"

0.9.3 (12/05/2009)

  • Fix bug with calculation of hours when exactly a full day (24 hours) has been worked.
  • Rename class method iteration_tool (in CreateIterationForm) to create_iteration.
  • Add class method to CreateIterationForm (deactivate_iteration) to change workflow state on all active iterations (to inactive) when creating new iterations.
  • UI enhancements to project, iteration, task templates.
  • Factor out some class methods into common.py.
  • Improved client view template.
  • Add additional fields to client type:
    • Email
    • Address
    • Website
    • Notes

0.9.2 (11/30/2009)

  • Provide improved installation instructions in docs/INSTALL.txt.

0.9.1 (11/19/2009)

  • Iteration tool bug fixes
    • Set date on new iterations
  • Date range tweaks on projects, iterations
    • Projects last 1 year by default
    • Iterations last 1 month by default
  • Add drop down menu to select Project title, powered by portal property and SimpleVocabulary.
  • Add portal property to make disable border configurable on all types.

0.9.0 (11/17/2009)

  • Restore 'iteration tool':
    • Provide ability to batch create iterations for selected projects, e.g. November 2009.
    • Uses z3cform.

0.8.0 (10/08/2009)

  • Bug fixes:
    • Fix hours calculation for increments of time < 1 hour.
    • Calculate totals for active iterations only.
    • Don't show inactive iterations in iteration_templates/view.pt.
  • Change defaults for start and stop of projects & iterations.
    • Start and stop iteration on first day and last day of current month.
    • Start and stop project on first day day of current month and last day of current month plus one year.

0.7.0 (09/29/2009)

  • Package and bug fixes
    • Package shipped without top level docs directory, fixed.
    • projects_view was broken in several ways, fixed.

0.6.0 (09/25/2009)

  • Rename package to 'collective.project'.
  • Final Dexterity content types implementation:
    • Client - Provides container for Project, and nothing else.
    • Project - Has start(datetime), stop(datetime), rate(float), flat(boolean), billable(boolean) fields.
    • Iteration - Has start(datetime), stop(datetime) fields.
    • Task - Has start(datetime), stop(datetime), billable(boolean) fields.
  • Provides custom view templates for Project, Iteration, and Task as well as three top level views:
    • projects_view - Consulting -> Client A.
    • clients_view - Client A -> Consulting.
    • print_view - Format for print.

0.5.0 (08/16/2009)

  • Initial Dexterity content types implementation.

0.4.0 (08/14/2009)

  • Track variable and flat rate fee projects (e.g. consulting and hosting):
    • Amortize flat rate fee over number of months.
  • Compute totals for active projects only.

0.3.0 (03/19/2009)

  • Bug fix in iteration_view template.

0.2.0 (03/19/2009)

  • Add billable field to task
  • Add sort_on = 'getObjPositionInParent' to projects_view to display projects in order.

0.1.0 (03/15/2009)

  • Initial release.