Thursday, June 2, 2022
11 changes · master
Enhancements to existing features
The point-of-sale customer list is cleaner by combining loyalty points and outstanding balances into one view and moving less-used actions into customer details. Customer amounts due now update automatically during payment, reducing manual refresh steps and confusion for cashiers.
Original PR description
In this PR we simplify the PoS interface. task-2669747
Sign requests can now be sent to recipients in a defined sequence, so later signers are only notified when earlier signers have completed their part. This supports HR and other approval flows where documents must be reviewed and signed in a specific order, while still allowing people at the same step to sign in parallel.
Original PR description
[IMP] sign: send and sign sign requests in order add a checkbox "sent order" that allow user to define an order in the recipient system take the lowest number, send him the file to sign. When it's signed, warn the new recipients in numerical order. If two recipients have the same number, they receive the sign request at the same moment. And when both of them have signed, the next level (if any) is warned. When the biggest number have signed, process is complete taskid: 2582202
The website sales dashboard update now removes only the older sales dashboard instead of replacing the full analytics area. This keeps existing Plausible and Google dashboards available, so businesses retain access to their web analytics views while the outdated sales dashboard is removed.
Field service teams can now review customer ratings directly from a dedicated menu and use new filters to find recently closed tasks. Project task views also show both planned start and end dates and have cleaner default grouping, making day-to-day project monitoring easier.
Original PR description
Before these changes: - We don't have custom rating menu for field service module - Some filters were missing to check closed tasks in last 7 / 30 days - [kanban][task] we only display planning start date - Many default group by need to be deleted and applied only for some views After these changes: - Custom rating menu was added to display ratings related to fsm projects - Closed in last 7/30 days filters were added - [kanban][task] planning start date -> end date are displayed - Group by were fixed as asked by the PO task-id : 2724965
The quotation template form is reorganized to make Terms and Conditions easier to find in its own tab. The validity setting is also renamed from "Quotation expires after" to "Quotation Validity," making the wording clearer for sales teams configuring quotes.
Original PR description
- Create a tab for Terms and Conditions - Rename `Quotation expires after` to `Quotation Validity` taskid-2831317
Spreadsheet formulas created when inserting or autofilling lists and pivots now omit unnecessary quotes around numeric IDs. This makes formulas easier to read and keeps generated spreadsheet content more consistent.
Original PR description
### Task Description
When insterting a pivot/list in a spreadsheed, we got formula like `'=PIVOT("1","foo","true","record_id","1")` and `"=LIST("1","2","foo"),` where the IDs are encapsulated between quotes.
The aim of this task is to remove these quotes in the formulas when the values is a number (pivot ID, list ID, record ID, ...) as they are not necessary anymore and can make the formula less-readable.
To be consistent, the quote has also been removed from the autofill of pivots/lists, as well as the pivot template.
### Related Task
task-[2832354](https://www.odoo.com/web#id=2832354&view_type=form&model=project.task)Users can now move more directly from journal item and reconciliation screens to the related journal entry, reducing extra steps during accounting review. The update also improves journal item visibility and layout details across related accounting, asset, follow-up, and subscription views.
Original PR description
This PR aims to ease the flows around Journal items by UX improvement Get rid of the account move line form view, and go to the corresponding Journal Entry when the journal item is clicked. Improves the UX in some different places (margins in a notebook, shown/hidden columns, access to Journal Items wihtout the need to be in debug mode). Ability to go to the corresponding Journal Entry from a reconciliation line, in the reconciliation widget. task 2855459
Spreadsheet charts now adjust text color and label scaling more intelligently, making charts easier to read across different backgrounds and data formats. The update also refreshes an underlying chart component to improve consistency and maintainability.
Original PR description
### Contains the following commits: https://github.com/odoo/o-spreadsheet/commit/b4f80b07 [IMP] chart: dynamic font color based on the background color https://github.com/odoo/o-spreadsheet/commit/21da5ec5 [IMP] helpers: introduce color conversion helpers https://github.com/odoo/o-spreadsheet/commit/badd7557 [IMP] charts: scale chart on time/number labels https://github.com/odoo/o-spreadsheet/commit/8fc5fbee [IMP] chartJS: replace chartJS.min by chartJS.bundle.min
This updates an internal Web Studio test so it matches a recent change in how the messaging area is reached. It helps keep automated quality checks reliable without changing what users see or do.
Accounting users get a new journal audit report inside the accounting reports framework, replacing the old PDF-only version and removing outdated journal menu shortcuts. The change simplifies the accounting menu and moves access to journal details into report actions, while also removing the no longer useful consolidated journals report.
Original PR description
Improvement in two ways: - Implement a new, accounting report version of the existing journals audit pdf report. - As of now, the old journal audit pdf report is still printed when we try to print the accounting report. This may change soon as the accounting report gets completed and the exported pdf is better. - Remove the menu items in "accounting" that open the group by view of journal items with different filters. Now, these will be linked to actions on lines in the different reports available to the user. Task id #2838182
The Belgian VAT report export no longer includes grid 91 because the related VAT advance payment requirement has been abolished by the government. This keeps the report aligned with current regulations and removes an obsolete field that would no longer be used.
Original PR description
The vat advance payment possibility has been abolished by the government. As such, grid91 will never be filled and can be removed. So this commit removes all mentions of grid91. task-2790435