Daily updates from Odoo
Monday, August 5, 2019
4 changes · master
Enhancements to existing features
Customers can now preview and sign field service worksheets from the portal, while emailed worksheet reports have a clearer layout and better content. The update also streamlines material handling by using sales order lines directly, improving pricing, discounts, quantities, and consistency with sales documents.
Original PR description
This merge improves the worksheet flow and design. It provides: - a portal interface: the customer can see its worksheet from its tasks on the portal - refresh the worksheet report to be clearer - improve the flow of report sending to the final customer - display, on the portal preview, the information of material products. As we need the same informations as if the material was added on the sales order, we remove the product map and directly use the sales lines. See sub commits for more details. Task-2009558
Mexican electronic invoicing features that were previously split across separate add-ons are now included in the main Mexican EDI module. This simplifies setup and ensures cancellation, payment, customs, external trade, and cash-basis tax processes work together more consistently with Mexican SAT requirements.
Original PR description
Because a lot of modules were added in stable in order to add features/fixes, it is an opportunity to merge the modules in master.
Document managers can now give selected groups read-only access to folders and limit folder contents so users only see documents owned by them. Shared document access is also checked against the share creator's current permissions, making access behavior more consistent and controlled.
Original PR description
This commit allows documents managers to add readonly groups to folders and to restrict the content by document owner. adds two new fields (`read_group_ids` and `user_specific`) to `documents.folder`. Task: #1915003
Field Service projects are now easier to configure with one setting that prepares billing, timesheets, worksheets, and planning defaults automatically. Task screens and buttons were cleaned up so users better understand the next step and avoid confusion between regular project work and Field Service workflows.
Original PR description
This merge brings small and big changes related to the flow of an FSM tasks and the FSM project configuration. * task flow - clean views in order to make the user better understand what is the next…
This merge brings small and big changes related to the flow of an FSM tasks and the FSM project configuration. * task flow - clean views in order to make the user better understand what is the next step to do in the FSM flow. - better split project and FSM buttons on task form view. The goal is to avoid confusion in user mind. A task can be FSM and follow the flow of the project app (stage by stage), and simutaneously follow the FSM flow (draft, sent, billed, done). * FSM project config In order to simplify this, we introduced the 'is_fsm' flag. Checking it on a project preconfigure the settings for the project to be in FSM mode. An FSM project is a "task rate" billable project with timesheets and worksheets. To do so, we - introduce the 'is_fsm' flag, and the onchange forcing the configuration - remove "allow planning": the gantt view and planned dates on task form view are always visible. This is not an option anymore. - remove "allow billable": we now use the flow of "task rate", meaning the project can not be billable, but each task is at a different rate (the one of the generated sale order line linked to the task, based on the service product of the project). Task-2009567