Daily updates from Odoo
Tuesday, July 12, 2022
5 changes
Enhancements to existing features
Several HR-related screens have been modernized to use Odoo’s newer interface framework. This should make appraisal, expense extraction, and referral kanban views more consistent, maintainable, and ready for future improvements without changing core business workflows.
Original PR description
*: hr_appraisal, hr_expense_extract, hr_referral task-2900536
This update improves daily workflows across Field Service, Helpdesk, Planning, and related reporting screens. Users get clearer search options, better default views, improved report navigation, and small layout refinements that make scheduling, ticket handling, and task management easier.
Original PR description
* helpdesk, helpdesk_sale, industry_fsm, industry_fsm_{report, sale}, planning, project_forecast, project_timesheet_forecast, sale_planning, snailmail_account_followup PURPOSE Generic improvements…
* helpdesk, helpdesk_sale, industry_fsm, industry_fsm_{report, sale},
planning, project_forecast, project_timesheet_forecast, sale_planning,
snailmail_account_followup
PURPOSE
Generic improvements for field services.
SPECIFICATION
In helpdesk,
- reporting > sla status analysis:
added the cohort view based on ticket creation and closing dates
and displayed the 'days to reach sla' measure by default
- helpdesk.team kanban card:
fixed o_kanban_card_content div position
- helpdesk.ticket search view:
remove the search on ticket id and include it into the search on ticket
remove the search on rating text
rename the search on 'ref. sales order' into 'sales order item'
add a quick search on SO
In planning,
- reporting > planning analysis:
added the calendar view
- schedule + my planning menus:
added the pivot and graph views
In field service,
- planning menus:
set default scale of the gantt view to 'week' (except in project menu)
switched the list and kanban views form place
moved the calendar view to the left of the pivot view
- project.project list view:
renamed 'default worksheet' into 'worksheet template'
- my tasks > tasks:
moved the list view to the right of the kanban view
- all tasks menus:
moved the map view to the right of the kanban view
In project,
- project > my tasks menu:
removed the group by > personal stage from the search view and
seted as default groupby for kanban view
- project.task form view:
moved the 'recurrent' field above the tag
- improvements in followup_send_wizard form view
TaskID-2731708My Timesheets now shows planned project and task rows for the selected period, helping employees see where they are expected to log time. The grid layout is also simplified by reducing unnecessary total rows and visual clutter, making timesheet entry easier to read and use.
Original PR description
… to planning - Link to planning In 'My Timesheets' grid view, display an empty row for the project/tasks on which the current user is supposed to be working during the period displayed according to the published planning.slot that were assigned to him. - Simplify grid sections Hide the totals line when there are sections and there is only 1 level of group by Do not highlight the 'add a line' row in grey Related PR: https://github.com/odoo/odoo/pull/93169 task-2859663
Users can now edit the filter criteria behind spreadsheet pivots directly from the Pivot Properties panel. This makes it easier to adjust which business data is included in a pivot report without recreating it or relying on technical workarounds.
When a SEPA direct debit payment provider is disabled, its linked payment tokens are now removed from related documents and archived. This prevents staff from accidentally using inactive payment methods and stops them from becoming active again later.
Original PR description
Before this commit, zombie payment tokens (= tokens linked to disabled acquirers) could still 1) be used by internal users and 2) reactivated when the acquirer’s state changed to ‘test’ or ‘enabled’. This is not desirable because zombie tokens should neither be used, nor reactivated. After this commit, all tokens related to an acquirer are unassigned from linked documents and archived as soon as the acquirer’s state is changed to ‘disabled’. Creating a payment with an archived token is prohibited. In addition, archived tokens cannot be un-archived anymore. task-2649806 See also: - https://github.com/odoo/odoo/pull/93774