Odoo Changelog — 2022-12-12

Monday, December 12, 2022

2 changes

Improvements(2)

Enhancements to existing features

[IMP] Field Service: Improve UX

Enterprisemasterindustry_fsmindustry_fsm_saleMedium

Field service managers can now see when workers start and stop timers on tasks, making it easier to check whether interventions began on time. The update also removes a confusing invoicing stage and shows planned prepaid service quantities to customers instead of actual delivered hours.

Original PR description

[IMP] Field Service: Improve UX Before this commit: - Managers don't have a measure to check if the worker has started working on an intervention at the time they were supposed to. - Users are…

[IMP] Field Service: Improve UX
Before this commit:
- Managers don't have a measure to check if the worker has started working
on an intervention at the time they were supposed to.

- Users are confused about why tasks weren't moving to stage 'to invoice'
 when marking the task as done. It was setting misleading exceptions.

- In worksheet report and portal view, delivered_qty is displayed as
quantity if the service linked to the SOL of the task is prepaid.
But in reality, if the service is prepaid,
the customer will pay for the planned number of hours,
not the effective ones. The report should thus reflect that.
In addition, some companies may not want their customers to be aware
that they were actually charged for way more hours than needed
(or the other way around: that the company screwed up and took way more time than initially planned).

After this commit:
- The date and time on which the timer is launched and stopped are tracked
in the chatter of the task.
It's a simple measure of control for managers to check if the worker has
started working on an intervention at the time they were supposed to.
It's not a cure-all, as the worker could still start the timer from their bed,
but it's better than nothing.

- 'to invoice' stage was removed from 'Field Service' project stages.

- If the service linked to the SOL of the task is prepaid,
display the ordered quantity instead of the delivered quantity.

task-2892346

#field-service#timesheets#invoicing#portal

[IMP] planning: change self assign button colour based on role

PR #33551

EnterprisemasterplanningMedium

The Planning self-assign button now changes appearance based on whether an open shift matches the employee's roles, making relevant shifts easier to spot. The button placement and visibility were also adjusted so non-admin users see the most appropriate action for their role coverage.

Original PR description

This commit allows the self-assign button (which appears in open shifts) to change between primary and secondary depending whether the slots role is covered by the current user's roles.

Task-3037867

#planning#shifts#self-assign#roles

[IMP] Field Service: Improve UX Before this commit: - Managers don't have a measure to check if the worker has started working on an intervention at the time they were supposed to. - Users are confused about why tasks weren't moving to stage 'to invoice' when marking the task as done. It was setting misleading exceptions. - In worksheet report and portal view, delivered_qty is displayed as quantity if the service linked to the SOL of the task is prepaid. But in reality, if the service is prepaid, the customer will pay for the planned number of hours, not the effective ones. The report should thus reflect that. In addition, some companies may not want their customers to be aware that they were actually charged for way more hours than needed (or the other way around: that the company screwed up and took way more time than initially planned). After this commit: - The date and time on which the timer is launched and stopped are tracked in the chatter of the task. It's a simple measure of control for managers to check if the worker has started working on an intervention at the time they were supposed to. It's not a cure-all, as the worker could still start the timer from their bed, but it's better than nothing. - 'to invoice' stage was removed from 'Field Service' project stages. - If the service linked to the SOL of the task is prepaid, display the ordered quantity instead of the delivered quantity. task-2892346