Odoo Changelog — 2021-11-23

Tuesday, November 23, 2021

2 changes · master

New Features(1)

New functionality added to Odoo

[IMP] sign: refuse to sign

PR #19972

EnterprisemastersignHIGH

Odoo Sign now lets recipients refuse to sign a document when something is wrong, instead of leaving the request pending. The refusal reason is recorded and shared with all signers, and the signing process is stopped for everyone on that request.

Original PR description

add allow refuse check in the sign.send.request
    add refuse button in the signing page, a user can see it when
    * scroll up the pdf
    * haven't filled all sign items
    show a refuse confirm and add a textarea for the refuse reason
    add refuse reason in chatter log
    add refuse in sign.log
    send mail to all signers with the refuse reason
    when a sign.request is refused by a signer, other signers cannot sign it anymore
    
    When someone is asked to sign a document that is not correct, his only solution is to let the signature request pending and contact the sender.
    it's a loss of time for the people that are asked to sign, because they don't know that the document doesn't meet the requirements, or is wrong.
    In other software, you've got a functionality called "refuse to sign".
    We need to offer that possibility to the users of Sign.
    
    taskid: 2614105

#sign#refusal#e-signature#notifications

Removals(1)

Features or functions removed from Odoo

[IMP] project: follow up the project overview removal

PR #20936

Enterprisemasterhelpdesk_timesheetproject_account_assetproject_account_budgetproject_forecastproject_hr_payroll_accountproject_sale_subscriptionproject_timesheet_forecast_saleHIGH

The project overview and related costs and revenues report have been removed because they duplicated information available elsewhere and were difficult to improve. Project financial and operational details are now expected to be reviewed through existing project views and analytic information, reducing maintenance burden while keeping the data accessible.

Original PR description

The project overview is a significant technical debt as it is a custom qweb view. It is quite limited: It is not possible to group the data, to filter on dates, SOs or Field Service projects.…

The project overview is a significant technical debt
as it is a custom qweb view. It is quite limited:

It is not possible to group the data, to filter on dates,
SOs or Field Service projects.
Improving this is very difficult and would require weeks
of development that are not worth it.
In any case, all the information provided by the project overview
can be found elsewhere. The stat buttons of the report are basically
duplicates of the ones from the project form view.
Therefore, we are removing this report and its twin,
the Project Costs and Revenues.
In addition, analytic items lack context for the user to understand
what generated a certain cost or revenue:

there is no link to the source document;
the entries are not categorized (e.g. it is not easy to understand
if a cost comes from a timesheet cost, a purchase order or an expense);
the billable type group by works fine for timesheets but then all
the other entries are flagged as Undefined, which is not very helpful;
there is no option to easily isolate costs from revenues.

task-2646234
See odoo/odoo#76553

#project#reporting#costs#revenues

add allow refuse check in the sign.send.request add refuse button in the signing page, a user can see it when * scroll up the pdf * haven't filled all sign items show a refuse confirm and add a textarea for the refuse reason add refuse reason in chatter log add refuse in sign.log send mail to all signers with the refuse reason when a sign.request is refused by a signer, other signers cannot sign it anymore When someone is asked to sign a document that is not correct, his only solution is to let the signature request pending and contact the sender. it's a loss of time for the people that are asked to sign, because they don't know that the document doesn't meet the requirements, or is wrong. In other software, you've got a functionality called "refuse to sign". We need to offer that possibility to the users of Sign. taskid: 2614105

The project overview is a significant technical debt as it is a custom qweb view. It is quite limited: It is not possible to group the data, to filter on dates, SOs or Field Service projects. Improving this is very difficult and would require weeks of development that are not worth it. In any case, all the information provided by the project overview can be found elsewhere. The stat buttons of the report are basically duplicates of the ones from the project form view. Therefore, we are removing this report and its twin, the Project Costs and Revenues. In addition, analytic items lack context for the user to understand what generated a certain cost or revenue: there is no link to the source document; the entries are not categorized (e.g. it is not easy to understand if a cost comes from a timesheet cost, a purchase order or an expense); the billable type group by works fine for timesheets but then all the other entries are flagged as Undefined, which is not very helpful; there is no option to easily isolate costs from revenues. task-2646234 See odoo/odoo#76553