Tuesday, August 13, 2019
20 changes · master
Enhancements to existing features
Point of Sale now warns users when a company has no chart of accounts installed and guides them to choose one before configuring or opening a session. This helps avoid setup errors and makes it clearer what accounting setup is required before using PoS.
Original PR description
PURPOSE
{The PoS cannot be used if there is no chart of accounts installed. The purpose of this task is to help pos users to set one easily.}
SPECIFICATIONS
- Do you think it would be possible a have a kind of warning (similar to that one by example but in orange: https://nimb.ws/F0K4I9 ) (alert bootstrap orange)
on the pos.config (here: https://nimb.ws/ZmKJbx )
if there is no CoA defined for that company
allowing to choose one (many2one + link to install more coa)
+ raise warning if when you try to open a new session if there is no CoA installed (currently there is one saying there is no payment method or Coa but we could be more specific : first check a CoA and then check if a payment method)
task: 2028954The online shop now loads product attribute filters more efficiently by storing which attributes are used on products. This reduces database queries and improves shop page loading speed, especially for stores with many products and variants.
Original PR description
By storing which attributes are set on products, we can simplify the search for attributes to display on the shop page. This reduces the number of queries by 3 and with our demo data this reduces the time of this specific line of code from around 1% of the total request down to around 0.33%. On the whole page load the impact is not huge but it's welcome regardless. 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
Bank statement reports now use a clearer layout and include more useful details such as bank account, transaction date, and longer transaction descriptions. When a bank statement is validated, the PDF report is automatically attached to the statement chatter so users can view it directly without downloading it first.
Original PR description
Task : https://www.odoo.com/web#id=2029364&action=327&model=project.task&view_type=form&menu_id=4720 PAD : https://pad.odoo.com/p/r.de2dd996a7078cfa36b1e49bb033548f
Users can now import several bank statement files in a single action instead of repeating the process file by file. Bank reconciliation also gains more filtering options, making it easier to match transactions using notes and transaction types.
Original PR description
Task 1999162 Before we could only import one file at the time. Now we can do more. -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Employee profile and My Profile pages have been made easier to use, with related user information presented more clearly across HR and connected apps. This should help employees and managers find and manage profile details with less friction.
Original PR description
Improve the usability of the employees profile / "My Profile" TaskID: 2048672 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
This update makes the Time Off app easier and clearer to use by refining leave-related screens, workflows, and access behavior. It helps employees and managers handle time off requests with fewer usability issues and more consistent behavior across related timesheet features.
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
Website editors can now change course images directly from the public-facing website, making course pages easier to maintain without technical help. The update also includes a small mail-related typo fix to improve reliability behind the scenes.
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
The settings screens have been reorganized and visually cleaned up to make key options easier to find and understand. This improves day-to-day administration for companies by reducing clutter across general settings, company details, invitations, website, authentication, and related configuration areas.
Original PR description
Description of the issue/feature this PR addresses: Clean settings to improve UI clarity > general settings > res.company formview Current behavior before PR: Desired behavior after PR is merged: id=2043133 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Product attribute and value setup now prevents more invalid actions before they cause errors. When issues still occur, users see clearer messages, helping teams keep product data consistent and reduce support or troubleshooting time.
Original PR description
Usability improvements: - Prevent the user from doing actions that will lead to exceptions. - Improve error messages when exceptions do happen. Also add more constraints to keep the database in a consistent state. task-2035609
Forms now show important record statuses with clearer ribbon labels instead of less prominent badges. This makes states like won, lost, archived, or inactive easier to notice across CRM and many other business screens.
Original PR description
Onchange warnings can now appear as toast notifications instead of always interrupting users with a modal dialog, making routine warnings less disruptive. Toast notifications also remain visible while hovered and warning text display has been improved for long or single-line messages.
Original PR description
Warnings for the onchange now takes a type to know if it needs to be displayed with a modal (like before). Else it is displayed with a toast notification. Previously non sticky toast were automaticaly closed after a delay. Now while a toast is hovered it will stay open and when the cursor leaves the toast, the delay is reset. -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Sales-related apps now rely on the order date instead of a separate confirmation date, reducing duplicate date fields and making reporting more consistent. This affects sales reports, portal views, demo data, and related website, CRM, POS, and stock sales flows where order timing is shown or analyzed.
Original PR description
task - https://www.odoo.com/web?#id=2027274&action=327&model=project.task&view_type=form&menu_id=4720 pad - https://pad.odoo.com/p/r.40420e3e8f12f7bb37836ef9675cdc27
Promotions in Sales Coupons can now apply to a selected group of specific products instead of only one product or the entire order. This makes it easier to run targeted ecommerce campaigns, such as discounts across a full product category like bikes.
Original PR description
Before this commit, a discount could only target the whole order, the cheapeast product or a specific product. With this commit, it becomes possible to select multiple specific products. This will ease some realistic ecommerce flows. For instance, one might create a promotion targetting all his bikes by simply adding all bikes products into the specific products field. This is easily done with the many2many widget on the form view. task-33737
The Appraisal app screens and settings were streamlined to make review workflows easier to use. These usability updates help HR teams and managers navigate appraisal information more clearly and configure the app with less friction.
Original PR description
Back2basics task. Various improvements in Appraisal screens and settings. Task 2052304
The settings experience has been simplified to make key company and configuration options easier to find and understand. This improves day-to-day administration clarity, especially around inter-company setup and Belgian payroll-related company settings.
Original PR description
Clean settings to improve UI clarity > general settings > res.company formview id=2043133
Belgian CODA bank statement imports now recognize many more structured payment reference formats, making reconciliation more accurate across common payment types. The import process can also detect file encoding automatically and can merge related transactions with the same reference into a single statement line when appropriate.
Original PR description
Task 1999162 Only the belgian structured reference was supported. There are now 16 other structured formats: * RF Creditor Reference * Original amount of the transaction * Method of calculation (VAT, withholding tax on income, commission, etc.) * Closing * POS credit – Globalisation * ATM/POS debit * POS credit - individual transaction * Terminal cash deposit * Commercial bills * Bills - calculation of interest * Fees and commissions * Number of the credit card * Credit * Term Investments * SEPA Also detect the file encoding format automatically.
Employee and My Profile pages have been adjusted to make key information easier to find and use. Related settings from appraisal, user integrations, and VoIP are also aligned so employees and managers have a smoother profile experience.
Original PR description
Improve the usability of the employees profile / "My Profile" TaskID: 2048672
This update improves the Time Off planning experience and fixes an issue where date values could be handled incorrectly during updates. It helps make leave scheduling and related payroll checks more reliable for users.
Customers can now close helpdesk tickets they created when the helpdesk team enables this option. This reduces follow-up work for support agents and helps keep ticket pipelines focused on issues that still need attention.
Original PR description
The purpose of this commit is to allow final users to close helpdesk tickets. This will ease the work of support agents and reduce their pipeline. - Add a new boolean item on helpdesk team settings to allow clients to close tickets they created. - Add a "close the ticket" link at the bottom of the mail sent after ticket creation redirecting to the ticket's portal page - Add a button opening a modal on ticket's portal page when setting is activated and ticket not yet in "closed" stage. This modal contains a button which permit to close the ticket. Task-2009722
Point of Sale users can now configure payment terminals directly from the PoS settings and payment method setup. This makes it easier for businesses to enable card terminal payments during onboarding and reduce setup friction.
Original PR description
Adds option to configure payment terminal in the configuration settings of PoS and in the pos.payment.method. TASK-ID: 2042382
PURPOSE Have a nice ribbon widget to display state of records: part II SPECIFICATIONS A POC for a new ribbon widget has been recently introduced at 02fbb73. It adds a ribbon on the top right of a form to make some status more visible and more user friendly. This commit greatly improves the design of this ribbon in order to have a real ribbon. You have to specify the text attribute to show the text on the ribbon. You can also specify a bg_color attribute to color the background with a bootstrap background color class according to the business meaning of the flag displayed in the ribbon. CRM: Replace Won / Lost bootstrap badges by ribbon widgets in lead / opportunity form view. Various: Next to 883c96b and recent ribbon widget update some form views have to be updated. It is best displayed following those rules * after oe_button_box in order to fix overlapping; * before image to overlap it cleanly; LINKS Task ID : 2032621 PR : #34662