Friday, August 26, 2022
4 changes
Enhancements to existing features
Marketing users can now insert dynamic placeholders while creating email and SMS templates by typing # and selecting a field. This makes it faster to personalize campaign content with customer or record information and optional fallback values.
Original PR description
Introduce a new Dynamic Placeholder Generator in mailing and SMS template creation. Using a specific character (#) in subject or body will trigger the opening of the field selector popup, which can be use to select the wanted field and enter a default value. on validation the dynamic placeholder will be inserted in the corresponding input/editable. task-2154624
The bank reconciliation screen now includes due date information, making it easier for accounting users to identify and match outstanding items. This improves day-to-day reconciliation accuracy and helps teams prioritize payments or receivables without leaving the workflow.
Spreadsheet users who choose “See records” from a pivot cell now land in a fuller record view that includes both list and form options. This makes it easier to review details and open individual records without extra navigation.
Original PR description
… view With this commit, `See records` action on pivot cell now redirects to an action with both list and form view. Task-id 2941453
Activity creation and completion have been optimized so large batches are processed more efficiently. This should make work queues, documents, payroll leave activities, and VoIP call-related activities faster and more reliable, especially when many activities are created or closed at once.
Original PR description
PURPOSE
Improve performance of activities creation and management. Improve overall
code.
SPECIFICATIONS
Main code changes are
* classify activities by model, to browse related records in batch per model
instead of one by one;
* rewrite create and _action_done main methods to be done in batch;
skip useless computation (use categories before browsing records, avoid
* useless ref / direct xml ID check, ...);
* globally batch when possible;
See sub commits for more details.
LINKS
Task-2884301 (Voip synchronization simplification)
Task-2883589 (Activity creation performanc