Tuesday, November 9, 2021
7 changes · master
Enhancements to existing features
This update reorganizes how mail activity actions are managed behind the scenes. It should make the activity feature easier to maintain and support future improvements without changing the user experience.
Original PR description
Part of task-2579306
Portal users now see fewer internal-only settings, reducing confusion when their profiles are managed. Non-internal users are also set to receive notifications by email, which ensures they still get updates even without access to Discuss.
Original PR description
Purpose ======= Hide non-relevant fields for a portal user. E.G. we want to hide the notification type, the menu customization... Because those fields make no sense for a portal user. In this PR we make onchange works on reified field to allow fields depending on groups to be modified as regular onchange in form view. Force the non-internal user to receive notifications by emails since they can not open Discuss. Task-2508521
The reception report no longer opens automatically based on a single inventory-wide setting. Businesses can now decide which operation types should show it, reducing unwanted interruptions during workflows like internal transfers or multi-step receipts.
Original PR description
Previously this setting was an application setting which meant the report could auto-open at undesired times (e.g. internal picking when multi-step). Instead we make it more flexible for the user's desires by moving it to the picking type setting. Task: 2632884 ~ENT PR: odoo/enterprise#20690~ Upgrade PR: odoo/upgrade#2815 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Helpdesk screens and related workflows were updated to be clearer and faster for everyday users. Changes improve ticket handling, SLA setup, coupon handling, field service task creation, and refund selection with better defaults, labels, warnings, and simplified forms.
Original PR description
The purpose of this commit is to make generic UX improvements in helpdesk. So in this commit following changes are made: Ticket: -'Helpdesk Team' renamed to 'Team' -Ticket Type hide the sequence…
The purpose of this commit is to make generic UX improvements in helpdesk. So in this commit following changes are made: Ticket: -'Helpdesk Team' renamed to 'Team' -Ticket Type hide the sequence field on creation -Tags creation: instead of numeric value color picker is added for the color field -'SLA Policies' is enbaled by default when a team is created -kanban view progressbar reprsents state of the tickets instead of activities -editing and creating on SOL's form view is prevented -'SLA Deadline' field moved to the right of SLA tags -'Priority' field moved above ticket type id -'Company' field moved to debug mode -values of priority field changed -modifying email and phone on ticket makes changes in partner phone and email as well. -warning displayed when email and phone of partner on ticket is changed -'Share on the forum' changed to 'Share on forum' -default stages of new team are set new-in progress-done-cancelled Coupons: -in coupon model the Coupon Program set with the lowest sequence value by default. -Send By Email> mail composer default template value set to sale coupon mail template. -when clicked on 'Coupon' from ticket the cancel button brings user back to coupon program selection. -icon of coupon stat button set to fa-dollar FSM Tasks: -rename 'Tasks' stat button to 'Field Service Task' -rename 'Plan Intervention' to 'Create Task' -when fsm task created, description and SOL of the ticket are copied -creation of fsm task form view disabled Refunds: -rename 'Invoice to Refund' to 'Invoices to Refund' -disable creation of invoices -set the posted invoices linked to SO by default Configuration: -types: sequence field moved out of debug mode -SLA form view: -enabled creation of Types -transformed ticket_type_id to many2many -display color of the tags -disable creation of Stages -Tags list view color field set optional and displayed by default **TaskID: 2578147**
Field Service users can now create, sign, and send basic intervention reports without buying Studio. Studio is only needed for custom worksheet templates, reducing costs for teams that only need simple time and materials reporting.
Original PR description
**PURPOSE:** Currently, Studio is required to use the 'worksheets' feature in Field Service. Some customers are only interested in communicating the time they spent and the products they used for the…
**PURPOSE:** Currently, Studio is required to use the 'worksheets' feature in Field Service. Some customers are only interested in communicating the time they spent and the products they used for the intervention. They don't need custom worksheet templates, but they still have to pay 48eur per user in order to use the feature ,which is quite expensive. The goal of this task is to allow using basic worksheets without needing Studio. The users who want to have custom worksheets can always add Studio. **SPECIFICATIONS:** For settings in Field Service, -rename 'worksheets' into 'custom worksheets' -change the description into 'customize worksheet templates' -rename 'time and material' into 'time and material invoicing' Project Form view: change the descripton of the 'worksheets' feature into: 'create reports to be signed off by your customers' The 'sign report', 'send report' buttons, 'worksheet' stat button and the 'worksheet' feature should be visible as soon as fsm is installed -without Studio, the worksheet stat button should open a simple HTML field The following elements should only be visible if the 'worksheets' feature is enabled in the settings of field service: -the 'worksheet template' field on project.task project.project,product.template -the planning > by worksheet menu -the configuration > worksheet templates menu Adapt industry_fsm_report tour into industry_fsm Replace the content of the 'default worksheet' template by an HTML field **LINKS** Task-2597340
Portal users will no longer see VOIP settings that are only relevant to internal employees. This reduces confusion by keeping user settings focused on features they can actually use.
Original PR description
Purpose ======= Hide the VOIP for a portal user because it makes no sense for him (it makes sense only for internal users). Task-2508521
HR teams can now update the closing date for multiple appraisals at the same time. This makes batch-created appraisals easier to manage and reduces repetitive manual work.
Original PR description
Purpose: Recent changes in Employee allow user to create a lot of appraisals at once. But you can't edit anything on them on the same time. It's not efficient if you can create them in a batch, but not edit some fields. Thus, after this commit it is possible to multi-edit date_close. task - 2669593