Monday, January 27, 2020
10 changes · master
Enhancements to existing features
The contacts list now shows contact tags directly in the standard Contacts app, even when the Membership app is not installed. This makes it easier for users to identify and sort contacts by their tags without opening each record.
Original PR description
Task: https://www.odoo.com/web#id=2172137&action=327&model=project.task&view_type=form&menu_id=4720 Pad: https://pad.odoo.com/p/r.58ecdd72c123090a49f52641a8edd981 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
Calendar views now use consistent colors with other planning tools, making schedules easier to read across Odoo. Users can also get more relevant sidebar filters in many business apps, while color-only filtering is no longer shown by default when it is not useful.
Original PR description
Now in a calendar view, if we use the color, attribute, it will use the same color as Gantt views and the color picker widget. The attribute color isn't more set as default in filter because it make, in most situation, no sense to filter by color. Now, we can add new filters in the right panel. To do that, we must add the attribute "filters='1'" in the corresponding field line. And if the filter has no direct link with the color of the model, we can specify an attribute 'color' for this filter line block. (for example color='color', and the color of the related model will be used) TaskID: 2153249 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Phone number fields now show the option to send an SMS by default, making it easier for users to contact customers, employees, and partners directly from records. Related views were updated so existing screens keep the right behavior, and contact cards now display child contact phone numbers correctly.
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 status bar widget now remains visible even when its field has no value in read-only views. This gives users clearer process visibility without affecting how required fields are validated or saved.
Original PR description
Task:https://www.odoo.com/web#id=2172272&action=333&active_id=1251&model=project.task&view_type=form&menu_id=4720 Pad: https://pad.odoo.com/p/r.964719acdf997a66154e215c3286b452 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Event cards now focus on practical details like location and date, while sales totals move to the event form for clearer access. Sales amounts are calculated more consistently using tax-excluded order lines in the company currency, helping users trust event revenue figures.
Original PR description
PURPOSE Improve event kanban view and improve sales information in kanban and form views. Purpose is to give a better UI to users using event on a daily basis. SPECIFICATIONS Improve sale computation…
PURPOSE
Improve event kanban view and improve sales information in kanban and form
views. Purpose is to give a better UI to users using event on a daily basis.
SPECIFICATIONS
Improve sale computation on event. Set the total sales price of an event to
be the converted sum of order lines, tax excluded. Currency is now a related
on the company to avoid de-synchronizing events and companies.
Move total sales information from kanban to form view :
* remove sales information from event kanban view;
* add it as a stat button on form view;
* clicking on this button should redirect to the orders linked to that
event, in no create mode to avoid creating de-synchronized data;
Improve kanban card display of events. Have more useful information on the
kanban record and removed redundant information :
* Display the location of the event
* Remove the duration
* Date should only be in the green block
* Use the same links as before
Task 2170831
PR #43173CRM users can now more easily manage and review lost sales reasons. The update prevents deleting reasons that are still linked to leads, removes an outdated filter, and adds quick access to leads associated with each lost reason.
Original PR description
This commit improves overall usability for lost reason in CRM with following improvements - prevent deletion of reason if any lead is still referencing it - remove obsolete filter 'Include archived' for lost reason - add new stat-button for lost reason, to see the leads that were lost due to that particular reason - add margin on the reason title to avoid ribbon glitch Taks : https://www.odoo.com/web#id=2176323&action=333&active_id=965&model=project.task&view_type=form&menu_id=4720 Pad : https://pad.odoo.com/p/r.de0a1e97fbb4608d4ba611d4049ec678 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Calendar views now use colors more consistently with other planning views and color picker behavior, making schedules easier to read. Users can also benefit from more relevant side-panel filters, while default color-based filtering is reduced where it is not useful.
Original PR description
Now in a calendar view, if we use the color, attribute, it will use the same color as Gantt views and the color picker widget. The attribute color isn't more set as default in filter because it make, in most situation, no sense to filter by color. Now, we can add new filters in the right panel. To do that, we must add the attribute "filters='1'" in the corresponding field line. And if the filter has no direct link with the color of the model, we can specify an attribute 'color' for this filter line block. (for example color='color', and the color of the related model will be used) TaskID: 2153249
Phone fields now show the option to send an SMS by default, making it easier for users to contact customers directly from records. Related Studio, VoIP, and payment views were adjusted so this behavior is consistent across affected areas.
Cohort reports are now downloaded in the newer Excel format, allowing much larger reports than before. This reduces the risk of hitting row or column limits when exporting large cohort tables.
Original PR description
Task:https://www.odoo.com/web#id=2145518&action=333&active_id=1251&model=project.task&view_type=form&menu_id=4720 Pad: https://pad.odoo.com/p/r.23025384000a9b095c545de33ab77733
Resolved issues and error corrections
The CRM Helpdesk conversion wizard now creates support tickets more reliably while respecting existing access rules. Salespeople can convert leads without gaining broader ticket visibility, and ticket details like customer email are preserved more accurately.
Original PR description
PURPOSE Add tests for crm to ticket convert wizard and fix some issues raised by those tests. SPECIFICATIONS Improve access rights management added at ac4bd87 . This wizard adds read and create…
PURPOSE
Add tests for crm to ticket convert wizard and fix some issues raised by
those tests.
SPECIFICATIONS
Improve access rights management added at ac4bd87 . This wizard adds read and
create access for salesmen on tickets, to allow them to create tickets from
leads. However there are access rights issues raised notably by posting process
linked to automatic templates that require write access. Moreover this would
give salesmen more read rights than helpdesk users, limited to their own
tickets.
We choose to simply remove those rights and do the ticket creation using
superuser access rights, as access on origin lead is already required. Wizard
now redirects on either ticket if rights are granted, either on archived lead.
In this merge we also
* avoid user making the convert to be added as ticket follower as salesmen
will normally not follow the ticket process;
* fix some issues linked to convertion, notably email forced to False even
if customer has a valid one but not the lead;
Finally tests are added to ensure wizard behavior.
LINKS
Task ID 2181662
PR #7935