Monday, January 3, 2022
5 changes · master
Enhancements to existing features
Point of Sale settings now let businesses decide whether regular cashiers can see product costs and margins. The option stays enabled by default to preserve existing behavior, but when turned off only PoS managers can access this sensitive profitability information.
Original PR description
Currently, the fact that PoS displays to any PoS users the costs and margins of product (new information popup) makes it difficult to sell in LATAM countries. In this commit we address this issue by adding the 'Costs & Margins' field in the settings of each PoS terminal. When this field is disabled, only PoS users with manager access rights will be able to view the costs and margins data in the information popup. In order to be compatible with previous behaviour this option is enabled by default. For this reason, default behaviour is that every PoS user will have access to the costs and margins of the products. task-2672063 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Sales invoice creation from advance payment workflows was improved so related invoices can be accessed more reliably and use the correct company from the sales order. Internal project names now show the company only when multiple companies exist, reducing clutter for single-company users.
Original PR description
Prior to this commit it was not possible to get a hook from sale.advance.payment.inv in order to get the created invoices. The create_invoices def returns either an action or an ir.actions.act_window_close The introduction of the _create_invoices def will allow to get the created invoices from the wizzard. task-2608812 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Field service teams get clearer worksheet navigation, better filtering, and more helpful labels across planning, worksheets, tasks, quotations, and invoices. The changes reduce manual effort and make it easier to identify the right projects, companies, documents, and signed customer reports.
Original PR description
* {helpdesk,industry}_fsm, industry_fsm_{report,sale}, worksheet **PURPOSE** Generic improvements for field services. **SPECIFICATION** In planning menus, - Extend the search on the fields like a…
* {helpdesk,industry}_fsm, industry_fsm_{report,sale}, worksheet
**PURPOSE**
Generic improvements for field services.
**SPECIFICATION**
In planning menus,
- Extend the search on the fields like a project, worksheet template so
that an empty line is displayed (no results) even if the search doesn't return
anything.
For configuration > worksheet templates > worksheets
- Apply a default group by created on > month
- Add a filter 'created on'.
- Display a field's('x_project_task_id') value as a title and make it 'readonly'.
- While clicking on worksheet stat button, the form view will be opened if the
number of worksheets = 1, else the list view and also remove creation of new
record.
- Display a 'create date' field to the list view of worksheets.
- Display project name with a company name by default.
- When new invoice/quotation is created from the task, log will be like "Invoice
created/Quotation created: name_of_quotation". And name will be clickable if
user has necessary access rights to read.
- Add a menu item 'Activity Types' below the configuration > tags one.
- Rename the 'worksheet completed' stat button into 'worksheet complete'.
- Display the fa-globe icon of the 'customer preview' stat button in green
once the worksheetreport is signed.
- Indicated the name of the task in the 'source document' field(origin) when a
new SO is created form that task.
- Disabled the creation of new records from the 'ticket' stat button.
task-2608812
Related PR: odoo/odoo#79926Helpdesk users now see clearer, more helpful validation messages when logging timesheets or working with tickets. The update also hides the forum post button when the Community Forum feature is turned off, reducing confusion and improving the support workflow.
Original PR description
*- = website_helpdesk_forum purpose: User/validation errors are sometimes not correct in English and/or quite obscure and don't help the user understand/solve the issue. Some copywriting should help make the experience better. In addition, some errors could also be avoided beforehand to provide a better ux. In this commit: - Rename the validation error from 'A timesheet cannot be linked to a task and a ticket at the same time.' to 'You cannot link a timesheet entry to a task and a ticket at the same time.' after adding helpdesk_ticket_id field from custom field in timesheets tree view - Hide the 'Forum Post' stat button when 'Community Forum' feature is disabled task-2615468
Planning now shows clearer, more helpful messages when users enter invalid shift or recurrence details. It also prevents some confusing actions up front, such as hiding publish options when no resources are selected and allowing tasks with shifts to be deleted without blocking the user.
Original PR description
*- = project_forecast The purpose of this commit is, to improve the statements of user/validation errors as sometimes they are incorrect in English or obscure and can be confusing for the user to…
*- = project_forecast The purpose of this commit is, to improve the statements of user/validation errors as sometimes they are incorrect in English or obscure and can be confusing for the user to understand the issue. Also some errors could be avoided beforehand to provide better UX. In this commit, made the following changes: - rename "You cannot have negative shift" to "Allocated hours and allocated time percentage cannot be negative." - rename "Shift end date should be greater than its start date" to "The end date of a shift should be after its start date." - rename "The recurrence until date should be after the shift start date" to "The recurrence's end date should fall after the shift's start date." - rename "Recurrency repeat interval should be at least 1" to "The recurrence cannot be negative.", display message when value is negative. - rename "Start hour must be a positive number" to "The start hour cannot be negative." - rename "You cannot have a negative duration" to "The duration cannot be negative." - rename "You cannot have a start hour greater than 24" to "The start hour cannot be greater than 24." - rename "This action is not allowed as there are no shifts planned for the selected time period." to "The shifts have already been published, or there are no shifts to publish.", display a red toast notification. - rename "There are no shifts to send or publish." to "The shifts have already been published, or there are no shifts to publish." - rename "There are no shifts to copy or the previous shifts were already copied." to "The previous shifts have already been copied, or there are no shifts to copy." - when we try to delete a task containing shifts, instead of rasing error the shifts are unlinked from the task. - "Publish & Send" button is made invisible if the resources field is empty. task-2615466