Thursday, October 28, 2021
9 changes · master
Enhancements to existing features
The stock app now shows the correct warning when a product putaway rule is affected by a company change. This avoids confusing users with a message that referred to an unavailable field, making company-related stock configuration easier to understand.
Original PR description
Fixes #75608 We don't have active field on `stock.putaway.rule`. 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
Employees can now cancel their own approved time off without needing Time Off administrator rights, as long as the leave has not started and no work entries have been generated. This makes schedule corrections faster while automatically restoring the allocated days and archiving the cancelled request.
Original PR description
A user without Time Off rights is now allowed to cancel their own
validated time off when:
- It's not yet started;
- No work-entries has been generated for it yet.
The time off is archived and the days taken reallocated.
TaskID: 2643713
Related: odoo/upgrade#2843
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-prThis update improves project management usability across projects, tasks, timesheets, portal pages, ratings, and related sales flows. Users get clearer project status and satisfaction indicators, better navigation and reporting views, improved access to milestones, and more accurate linked sales order information.
Original PR description
Adds multi record support to `_show_report`. Limited to records within the same company to stay as close as possible to the default behaviour. Adds the satisfaction percentage as an optional compute…
Adds multi record support to `_show_report`. Limited to records within the same company to stay as close as possible to the default behaviour. Adds the satisfaction percentage as an optional compute to `rating.mixin`. Smaller changes: - Projects created on the fly (through `name_create`) will now come with a default `new` stage in order for them to not be empty. - Removed task auto assign upon creation besides in FSM's 'My tasks' menu. - Allow the reordering of projects without needing to group by anything. - Make `project.task`.`description` and `project.tags`.`name` translatable. - Disable the creation of records in the view when clicking on `Tasks in recurrence` stat button. - Track the planned date of the task in the chatter - Disable the creation of records in the view when clicking on 'invoices' stat button and add the kanban view to that action. - Make milestones completely available to regular project users. - Remove the 'Documents' button in the project's kanban settings menu. - Add kanban, pivot and graph views to the 'Hours Recorded' stat button on projects - Add the calendar view on the 'Hours Forecast' stat button on projects - The 'Sales Orders' stat button on the `project.project`'s form view will now display the amount of sales order linked to the whole project. So the one linked to the project itself if it exists + all the tasks. It will also open them, form view if 1 else list view. - Fix a typo in the settings 'projets' => 'projects' - The analytic account of the project will now be assigned to the sales order when a task is created through the 'Create a task in an existing project' option. Changed the portal task view to include a sidebar similar to sales orders, with a simple menu leading to different parts of the screen. Changed the `project.task` 'rating' stat button: - The icon will now represent the latest review. - The action will directly lead to the record's form view if there is only 1 rating. - Make some fields readonly in the form view. - Display the % of satisfaction instead of the number of ratings. Reorder all stat buttons on the `project.task` form view in this order: - Products, Worksheet, Sales Order(s), Invoices, Ratings, Hours Forecast, Parent Task, Tasks in recurrence, Tickets, Quotations and lastly Customer Preview Make the status of the project editable directly through the kanban view. A new widget has been added to handle that properly. When editing the status through that means, a `project.update` will be created with the current date and the appropriate status. In addition to that a new status has been added (only on `project.task`, not `project.status`) namely `to_define` in order to differentiate new and running projects. Projects now start with the `to_define` status. The `project.project`'s rating stat button has been changed in the following ways: - The icon will now change in function of the satisfaction percentage, smile above 66%, meh between 33% and 66% and frown below 33%. - The color will also change depending on the rate, smile is green, meh is orange and frown is red. - The ratings will now be in function of the last 30 days instead of all time and the action will also filter on those 30 days. - Change the action name from 'Rating' to 'Ratings'. `project.project` ticket stat button: - Will now open the form view when there is only one record. - Added the activity view. - Disable the creation of new records. - Rename the action to 'Tickets'. Task ID: 2611006
The CRM pipeline analysis report now has clearer and more consistent search filters and grouping options. This makes it easier for sales teams to find, compare, and analyze pipeline data across community and enterprise editions.
Original PR description
PURPOSE
Improve the pipeline analysis search for a better usability.
SPECIFICATIONS
The goal of this commit is to improve the pipeline analysis search
view for a better usability, so the main changes going to be done
in this commit is reordering,renaming,removing and adding some
filters in the pipeline analysis report search view.
As we need to display same filters and groupby in both community and
enterprise pipeline report search view, we have removed the search
view `crm_opportunity_view_search` from enterprise so that we can use
the community view there and both becomes the same view.
So in this commit we have also added some filters and groupby to
community version(`crm.crm_opportunity_report_view_search`) which was
existed in enterprise search view (`crm_enterprise.crm_opportunity_view_search`)
so that we dont miss any filters used in enterprise.
LINKS
PR #71796
Task 2343223Searches that exclude matching linked records now avoid an unnecessary database lookup. This improves performance for users working with filters on related fields, especially on larger datasets.
Original PR description
[IMP] base: improve search on many2one with string values and negative operators
Currently, the domain expression on a many2one field with
negative operator + string values leads to a extra SQL request on the
target model of the many2one which is not optimal and lead to
performance degradation.
Example:
--------
With a simple model A with a one2many (`b_id`) targeting model B (with
a field `b_name` and `_rec_name = b_name`):
The `A.search([('b_id', 'not like', 'OneName')])` will
generate two SQL requests:
- A _name_search on model B and returning ids who match
`('b_name', 'not like', 'OneName')`.
- A other on the model A with the application of the result
of the first one `('b_id', 'in', <returning ids> + [False])`.
Solution:
---------
Avoid the extra SQL request (the first one) and use subquery instead.
We do it by translate the `('b_id', 'in', <returning ids> + [False])`
expression into ['|', ('b_id', 'in', _subquery), ('b_id', '=', False)]
task-2671476Project and field service users get a smoother experience with clearer project status updates, better stat buttons, improved portal task navigation, and more useful reporting views. The changes reduce unnecessary record creation, improve visibility into ratings, tickets, sales orders, hours, and milestones, and make common project information easier to manage.
Original PR description
* = helpdesk_fsm, helpdesk_timesheet, industry_fsm, industry_fsm_report, industry_fsm_sale, project_enterprise, project_forecast Smaller changes: - Projects created on the fly (through `name_create`)…
* = helpdesk_fsm, helpdesk_timesheet, industry_fsm, industry_fsm_report,
industry_fsm_sale, project_enterprise, project_forecast
Smaller changes:
- Projects created on the fly (through `name_create`) will now come with a
default `new` stage in order for them to not be empty.
- Removed task auto assign upon creation besides in FSM's 'My tasks' menu.
- Allow the reordering of projects without needing to group by
anything.
- Make `project.task`.`description` and `project.tags`.`name`
translatable.
- Disable the creation of records in the view when clicking on `Tasks
in recurrence` stat button.
- Track the planned date of the task in the chatter
- Disable the creation of records in the view when clicking on
'invoices' stat button and add the kanban view to that action.
- Make milestones completely available to regular project users.
- Remove the 'Documents' button in the project's kanban settings menu.
- Add kanban, pivot and graph views to the 'Hours Recorded' stat button
on projects
- Add the calendar view on the 'Hours Forecast' stat button on projects
- The 'Sales Orders' stat button on the `project.project`'s form view
will now display the amount of sales order linked to the whole
project. So the one linked to the project itself if it exists + all
the tasks. It will also open them, form view if 1 else list view.
- Fix a typo in the settings 'projets' => 'projects'
- The analytic account of the project will now be assigned to the
sales order when a task is created through the 'Create a task in an
existing project' option.
Changed the portal task view to include a sidebar similar to sales
orders, with a simple menu leading to different parts of the screen.
Changed the `project.task` 'rating' stat button:
- The icon will now represent the latest review.
- The action will directly lead to the record's form view if there is
only 1 rating.
- Make some fields readonly in the form view.
- Display the % of satisfaction instead of the number of ratings.
Reorder all stat buttons on the `project.task` form view in this order:
- Products, Worksheet, Sales Order(s), Invoices, Ratings, Hours
Forecast, Parent Task, Tasks in recurrence, Tickets, Quotations and
lastly Customer Preview
Make the status of the project editable directly through the kanban
view. A new widget has been added to handle that properly. When editing
the status through that means, a `project.update` will be created with
the current date and the appropriate status. In addition to that a new
status has been added (only on `project.task`, not `project.status`)
namely `to_define` in order to differentiate new and running projects.
Projects now start with the `to_define` status.
The `project.project`'s rating stat button has been changed in the
following ways:
- The icon will now change in function of the satisfaction percentage,
smile above 66%, meh between 33% and 66% and frown below 33%.
- The color will also change depending on the rate, smile is green, meh
is orange and frown is red.
- The ratings will now be in function of the last 30 days instead of
all time and the action will also filter on those 30 days.
- Change the action name from 'Rating' to 'Ratings'.
`project.project` ticket stat button:
- Will now open the form view when there is only one record.
- Added the activity view.
- Disable the creation of new records.
- Rename the action to 'Tickets'.
Task ID: 2611006Payroll batches no longer include a credit note option because corrections should be handled on each individual payslip. This reduces confusion and helps payroll teams manage adjustments at the right level of detail.
Original PR description
Purpose ======= This is not useful, this should be done payslip by payslip. TaskID: 2679674
CRM reporting dashboards now show related performance indicators in a clearer order and include recurring revenue metrics only for users who should see them. The CRM report search experience is also aligned with the standard Odoo version, making reporting more consistent across editions.
Original PR description
PURPOSE Improve the CRM reporting views. SPECIFICATIONS 0. Support "groups" attribute for dashboard view Add support of "groups" attribute for both aggregates and formulas. This is going to be necessary to hide recurring revenue fields in the crm app. 1. Harmonize search view with community This commit delete the search view `crm_opportunity_view_search` so that it matches with community version(`crm.crm_opportunity_report_view_search`). 2. Improve / rearrange KPIs on dashboard views Right now, on the dashboard view of leads, the KPIs are not in optimum order. This commit improves the behaviour by putting the related KPIs together (based on whether the leads are activated or not) and thus improves the reporting. See underlying commits for details. LINKS Community PR odoo/odoo#71796 PR #18797 Task 2343223
The Belgian payroll accounting test module now installs demo data more efficiently by grouping setup actions. This reduces setup time from about 125 seconds to about 100 seconds, helping teams run tests and prepare environments faster.
Original PR description
This is reducing the installation time of the module (with demo data activated) from ~125s to ~100s.