Monday, January 23, 2023
5 changes
Enhancements to existing features
Users can now launch imports for bank statements such as CODA and miscellaneous accounting operations such as SODA directly from the Documents app. This makes document-based accounting workflows closer to the accounting dashboard and reduces switching between apps.
Original PR description
Add 2 document.workflow.action so that bank statement (e.g. CODA) and misc operation (e.g. SODA) can be imported from the document app. The behavior is similar to the one found in the accounting dashboard. Note: the no_document context is irrelevant in the account.move scope as it does not inherit from 'documents.mixin' task-id: 3116350 [enterprise](https://github.com/odoo/enterprise/pull/35486)
Users can no longer continue booking an appointment type that has been archived but was still visible online. Instead of showing available time slots, the appointment page now displays an information message, preventing invalid bookings and reducing confusion.
Original PR description
…ived Display an information message to the user if the appointment type has been archived but not unpublished. Indeed before it was possible to book an appointment to an archived appointment type. Now we replace the time slot selection by the message. task-3071303
Documents can now be found more easily by searching for the related project or task, helping users locate project materials faster. Customer portal ticket timesheets now show and link the sales order line when entries differ from the ticket default, improving transparency for service work.
Original PR description
Impacted modules: documents, documents_project, helpdesk_sale_timesheet Commits: | Commit name | |------------------------------------------------------------------------| | [IMP] documents, documents_project: add search field on task and project in documents app | | [IMP] helpdesk_sale_timesheet: display SOL field for timesheets items in the portal view of a ticket | related: https://github.com/odoo/odoo/pull/103434 task-3024151
Project kanban cards now show a budget status icon when budgets are enabled and a project is linked to a budget. The icon uses green, yellow, or red indicators so teams can quickly see whether spending is on track, nearing the limit, or over budget.
Original PR description
\- https://nimb.ws/oYF2ty project.project kanban card:
add an fa-usd icon
\> only visible if the 'budgets' feature is enabled in the settings
\> only visible if the current project has an AA and is linked to a budget
\> in green if 0% to 75% of the allocated budget has been spent,
and indicate 'budget on track' on hover
\> in yellow if 75% to 100% of the allocated budget has been spent,
and indicate 'budget soon overspent' on hover
\> in red if >100% of the budget has been spent,
and indicate 'budget overspent' on hover
task-2957863
related: https://github.com/odoo/odoo/pull/98660Resolved issues and error corrections
The pricing list opened from a subscription quotation template now keeps users focused on rules for the selected product and recurrence. This reduces confusion and prevents accidental creation or editing of unrelated pricing rules, while moving related template fields into the proper subscription pricing module.
Original PR description
When clicking on the button "prices" for a product from a subscription plan (quotation template), the user lands on the list of time based price rules that are compatible with the recurrence of the quotation template. The problem is that from there it is possible to create and edit rules for other products (even non recurring one), other recurrence, ... which is confusing and error prone. New behaviour : From that list it should only be possible: - Edit the price or the pricelist of an existing rule - Create new rules for the "selected product" (product.product) and the "recurrence" of the template (these should be readonly) This PR also move SO template field related to sale_temporal from sale_subscription to sale_temporal. task-id : 3076793