Friday, August 10, 2018
14 changes · master
Enhancements to existing features
Sales orders can now create invoices automatically once an electronic payment is completed. This reduces manual invoicing work and helps ensure paid online orders move faster through the sales process.
Original PR description
…tronic mode Task : https://www.odoo.com/web?debug#id=1866497&action=327&model=project.task&view_type=form&menu_id=4720 Pad: https://pad.odoo.com/p/r.7e23c47fdd2b6ef844c963f83b9c3633 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Odoo now supports grouping date-based records by less common reporting periods such as semesters, trimesters/quadrimesters, and bimesters. This helps companies align reporting views with shareholder, tax, or internal reporting cycles beyond standard monthly or quarterly periods.
Original PR description
Usage:
```xml
<group expand="1" string="Group By">
<filter string="Semester" context="{'group_by':'date:semester'}"/>
```
Unfortunately, babel does not support a generic formatting option for those periods, so this uses the starting months instead.
See source for details: https://github.com/python-babel/babel/blob/master/babel/dates.py#L1244-L1293
**Rationale:**
- Some companies report by semester or trimester to their shareholders, although much less used than quarters, it happens.
- Specially for tax declaration periods bimester is still in use in some circumstances.
--
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-prThe onboarding step for setting up payment acquirers has been refreshed with clearer wording and an improved layout. Businesses can now more easily consider payment providers beyond the predefined options during account and sales setup.
Original PR description
Description of the issue/feature this PR addresses: Current behavior before PR: Desired behavior after PR is merged: -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Vendor bill payments are now easier to manage by making partner bank account selection more visible and using preferred accounts automatically. Users can choose whether to group payments for multiple invoices, while memo fields are hidden when they could lead to incorrect payment references.
Original PR description
[IMP] account: make partner account selection easier for vendor bills payment This is done by displaying this field on top of the vendor bills form view and transmitting it automating its use a lot…
[IMP] account: make partner account selection easier for vendor bills payment This is done by displaying this field on top of the vendor bills form view and transmitting it automating its use a lot more for the genrated payments. The use of a sequence on res.partner.bank also allows giving priorities to partner bank accounts directly from the tree view that is contained in res.partner form. [IMP] account: payment for multiple invoices: option to group + also group on account + hide memo Add an option in the muliple invoices payment wizard to group or not the generated payments. This is useful in case we want to keep one payment by invoice (even if they share the same partner, etc) so that each of them corresponds to a single communication. The memo field of this wizard is now also hidden in some cases, when displaying it would allow entering wrong communication values (for example, when paying invoices from different partners ; it makes no sense that all the generated payments share the same memo). Task: https://www.odoo.com/web#id=1870592&action=333&active_id=967&model=project.task&view_type=form&menu_id=4720
Odoo’s import tool can now better recognize CSV file settings automatically, including encoding, separators, number formats, and date formats. This reduces manual setup, prevents confusing errors on empty files, and improves the import screen so business users can load data more reliably.
Original PR description
* allow overriding encoding regardless of its autodetection * attempt to auto-detect CSV field separator * attempt to auto-detect digits grouping & decimal separator characters * improve auto-detection of date/datetime format & add overridable dropdown field with various pre-existing patterns 
Automated reminders in Fleet and Maintenance now update more reliably when key details change, such as due dates, responsible users, or assigned technicians. This helps ensure the right person sees the right follow-up activity without manual correction.
Original PR description
Pad:https://pad.odoo.com/p/r.217f932d74cdc4be6af3f389e1916212 Task:https://www.odoo.com/web#id=1838956&action=333&active_id=131&model=project.task&view_type=form&menu_id=4720 Description of the issue/feature this PR addresses: Current behavior before PR: Desired behavior after PR is merged: -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Users can now add feedback when closing activities directly from the kanban view, matching the experience already available in form views. This makes it easier to capture outcomes and optionally send message templates without leaving the kanban workflow.
Original PR description
Description of the issue/feature this PR addresses: Current behavior before PR: Desired behavior after PR is merged: -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Sales quotation template features are moved into the main Sales app, making them available without relying on the website quote module. Businesses can now manage default quotation validity and optional quote items more consistently across sales workflows.
Original PR description
Task: https://www.odoo.com/web#id=1838924&action=333&active_id=965&model=project.task&view_type=form&menu_id=4720
Manufacturing traceability reports were tuned to show production-related tracking information more clearly and avoid unnecessary detail for items that are not tracked. This helps teams review production history faster and reduces clutter in traceability views.
Original PR description
Task: https://www.odoo.com/web#id=1861928&model=project.task&view_type=form&menu_id= -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Adds a pie chart widget for Odoo dashboards, making key website sales metrics easier to understand at a glance. This helps business users quickly compare dashboard values visually instead of reading only raw numbers.
Original PR description
This commit bring a Dashboard Widget used in dashboard view. We modify the dashboard_view.xml of website_sale_dashboard to add two widgets. Description of the issue/feature this PR addresses: Current behavior before PR: Desired behavior after PR is merged: -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Batch payment validation now reports all payments with errors at once instead of stopping at the first issue. SEPA payment flows can also automatically correct invoice references to meet communication rules, reducing payment blocks and manual cleanup.
Original PR description
[IMP] account_sepa, account_sepa_direct_debit: improve batch validation + option to correct communications Directly give the list of all the payments in error when validating the batch, not just the first one found. Also, add an option in both modules to automatically correct the invoice references and make them compliant with SEPA's rules for payment communications. This allows easing the use of batch payments regrouping payments made for these invoices, as they won't have to block the user because of some incorrect communication. Task: https://www.odoo.com/web#id=1870592&action=333&active_id=967&model=project.task&view_type=form&menu_id=4720
The ecommerce onboarding step for payment providers has been relabeled and visually improved. This makes it easier for businesses setting up an online store to discover payment options beyond the default suggestions.
Odoo Enterprise now better adapts its layout when users work in right-to-left languages such as Arabic or Hebrew. This improves readability and usability across key areas including reporting, VoIP, the home menu, and the web client.
Original PR description
Task: https://www.odoo.com/web?#id=27574&view_type=form&model=project.task&action=333&active_id=131&menu_id=4720 Pad: https://pad.odoo.com/p/r.bb7042f57bc2ecc1806cab9350775c75
Automated appraisal activities are now created when an appraisal is created and are kept in sync when responsible people or scheduled dates change. This helps managers and participants receive the right reminders without outdated or duplicate follow-ups.
Original PR description
Pad:https://pad.odoo.com/p/r.217f932d74cdc4be6af3f389e1916212
Task:https://www.odoo.com/web#id=1838956&action=333&active_id=131&model=project.task&view_type=form&menu_id=4720
purpose: Activity will be posted while appraisal is created and change to scheduled date or responsible of a document user will
update to activity
before this commit, IF I send appraisal then create activity.
after this commit,
-Change the demo data
-Demo user does not have access rights from the appraisal manager so activity is not created.
-Appraisal create time activity is created.
-It should be updated "manager appraisal, collaborators appraisal, colleagues appraisal, manager, manager survey,
collaborators, collaborators survey, colleagues, colleagues survey or create a new one and cancel the first one activity
Task:1838956