Daily updates from Odoo
Tuesday, September 13, 2022
13 changes · master
Enhancements to existing features
Users can now edit payment references and recipient bank details on bills at any time. Payment views also have updated filters and amount search, making it easier to find and manage payments.
Original PR description
Change made: 1. In the bills: Payment reference and recipient bank will be editable all the time 2. Change in the filter of payment view 3. Search amount in the payment view task-id: 2978033
Batch payment XML export files are now shown directly in the record chatter instead of a separate form tab. This simplifies the payment workflow by removing an extra tab and the now-unnecessary export wizard.
Original PR description
Until now, the batch payment XML file was displayed on a dedicated tab in the form view. It is now shown in the chatter instead. So the tab is removed, as well as the export wizard that does not make sense anymore. task-2893533
The French balance sheet report now shows gross, depreciation/amortization, and net values in separate columns, making the report easier to read. The update also corrects balance sheet calculations so users get a clearer and more reliable financial view.
Original PR description
Creation of column for brut, amort and net values in the balance sheet so that its more visual for the user and correction of the BS task-id:2965182
Accounting report menus have been reorganized to make report navigation more consistent across standard and localized reporting areas. Outdated localized menu entries were removed because users can now access those reports through the generic reporting menu and switch to the relevant localization when needed.
Original PR description
Following reportalypse, reorder the menu items in order to bring some consistency to the report menu. Also clean the menu items by removing all the menu items no longer used since most reports are now selectable by going on the generic reports and then switching to localized ones. Task id #2965755
The eSignature app now guides new users through a more realistic sending flow and uses clearer wording in empty screens and action buttons. This helps users understand what to do next more quickly when preparing, sending, or downloading signed documents.
Original PR description
Purpose: improving the onboarding of users by: - having the tour use a flow more similar to what would happen when sending by email (and acknowledging what would be different in that case) - remove an unused tour (2 tours for the same app that did mostly the same thing) - improved the nocontent helper texts - changed the "download" icon in the document/certificate download buttons to an actual verb Goes with Task-2979060
New attachments uploaded to a job application are now automatically sent for digitization. This reduces manual steps for recruiters and helps candidate information become available in the system faster.
Original PR description
Automatically send new attachments for digitization when they are uploaded on a job application. task-2968897
Marketing automation campaign and participant pages now use an updated interface for showing related activities and traces. This makes the relationship between parent and child steps clearer and keeps these views aligned with the newer Odoo interface framework.
Original PR description
This commit adapts the custom kanban view used to display a parent/children relationship for marketing.activities on the marketing.campaign form view. Task-2855559
Helpdesk teams can now enable a Knowledge option that promotes relevant help articles directly on their public help page. This helps customers find answers faster before creating tickets, reducing support workload and improving self-service.
Original PR description
PURPOSE This task aims to encourage customers to go through Knowledge articles in the Helpdesk's help center. Hopefully, they find an answer to their issue by themselves instead of raising a ticket.…
PURPOSE
This task aims to encourage customers to go through Knowledge articles
in the Helpdesk's help center.
Hopefully, they find an answer to their issue by themselves
instead of raising a ticket. This would help reduce the support workload
and allow customers to get a solution without delay.
SPECIFICATIONS
helpdesk.team form view > add this option:
> name: Knowledge
> description:
Centralize, manage, share and grow your knowledge library
> disabled by default
If the 'knowledge' and the 'website form'
features are enabled, display the following on the Help webpage of the team:
> fa-book icon
> Articles
> Search our documentation for answers to common questions
> 'Browse Articles' button that should redirect the current user
to the knowledge articles he can access.
Note:
Added one to the query count of the following tests
in /knowledge:TestPerformanceCase:
> test_article_move_to()
As /website_helpdesk_knowledge:KnowledgeArticle._check_helpdesk_constrains()
checks that, when parent_id is set or is_published is set to False,
this article is the website_article_id of a HelpdeskTeam.
It true, it raises a ValidationError.
related: https://github.com/odoo/odoo/pull/97739
task-2890043Resolved issues and error corrections
The general ledger no longer includes opening balances for income and expense accounts, which could previously make reports inaccurate. This helps businesses rely on more accurate financial reporting for period-based profit and loss activity.
Original PR description
The general ledger was wrongfully taking into account the initial balance of income and expense accounts. Initial balance on income and expense accounts is now properly ignored. Signed-off-by: Ruben Gomes <rugo@odoo.com>
The Mexican DIOT tax report now opens reliably and includes the internal counter information needed for exports. Labels were also improved so the report is clearer for users preparing compliance information.
Original PR description
[IMP] l10n_mx_reports: better labelling of DIOT line [FIX] l10n_mx_reports: allow opening DIOT report DIOT report was failing because we were building the result dict of the engine based upon the column_ids' expression_label. This was wrong, because expression labelled 'counter' wasn't included, since it does not correspond to any column. This expression is necessary for exports, though, so instead of calling the columns, we now directly call the labels of the expressions defined on the report line.
Refreshing the bank reconciliation screen no longer triggers an automatic save. This helps avoid unintended changes being recorded while users are reviewing or working on bank reconciliation items.
Original PR description
urgentSave is called on refresh of the UI. override beforeUnload to prevent this
Code cleanup and technical improvements
Employee contract reporting screens were modernized to improve maintainability while keeping the same business functionality. Dashboard views now correctly display date-based aggregate values instead of crashing, improving reliability for reporting users.
The asset management screens and related widgets have been modernized using Odoo’s newer interface framework. This should preserve existing behavior while making the feature easier to maintain and support going forward, with a small usability improvement for accounting dialogs.
Original PR description
Migrate the `account_asset` views and widgets to owl --------- `asset_form` notes instead of duplicating the `x2many_field` logic in a view widget - an extension to the `x2many_field` could have been created. This option was decided against because: 1. Duplicated field `original_move_line_ids` on the view could cause issues 2. There is a domain on the field which would need to be duplicated too 3. The views in `account_deferred_expense.xml` and `account_deferred_revenue.xml` extend the original view and replace both the button text and domain of the many2many_field