Thursday, March 30, 2023
16 changes · master
Enhancements to existing features
Sales reports can now identify the related point-of-sale order when the report entry comes from POS. This improves traceability between reporting data and the original transaction, while leaving regular sales order report entries unchanged.
Original PR description
Steps to reproduce: Solution: Add a field `pos_order_id` (which is null when the `sale.report` comes from a `sale.order`) Problem: `sale.report` doesn't have any field linking it to its `pos.order` opw-3067700
Project sample data now includes additional business context such as company, customer, and assigned users. This helps teams test and demonstrate project workflows with more realistic information.
Original PR description
In this commit, we added extra fields: company, partner, users task-3082068
Live survey presenters now see a short label next to the forward arrow indicating what content comes next. This helps speakers prepare their transition and run survey presentations more smoothly.
Original PR description
Current behavior before PR: While presenting a survey, sometimes it is good to know what content will be next. However, this is not possible currently. Desired behavior after PR is merged: Ease the job of the live speaker by letting them know in advance what the next slide will be about? Added a label next to the arrow icon based on what the next slide will be. Task: https://www.odoo.com/web#id=2791000&cids=2&menu_id=4720&action=4043&model=project.task&view_type=form -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
CRM users can now access cancelled quotations linked to a lead from the lead’s quotation shortcut, giving them a more complete view of past sales activity. Cancelled quotes remain excluded from the visible quotation count and only appear when users remove the standard quotations filter, so regular pipeline figures stay unchanged.
Original PR description
In order to be able to see all quotes linked to a crm lead, we now allow cancelled quotes in the domain of leads when using the stat button. The cancelled ones are not shown until the 'quotations' filter is removed in the search. Also, cancelled ones are not accounted for in the counter. To do that, we create a specific domain method for the action, and override it in sale_renting_crm to exclude rental orders. The _get_lead_quotation_domain is not directly modified as one would also need to exclude cancelled quotes in _compute_sale_data. Also, we cannot add an expression.OR method in the action code, because the domain is extended in sale_renting_crm and the domain order of operation could include cancelled rental orders, which is not desired. Task-3237734 ENT PR https://github.com/odoo/enterprise/pull/38957
This update adds a way to quickly generate sample Discuss channels, members, and messages. It helps teams test and demonstrate Discuss with realistic data more easily, without affecting day-to-day users.
Original PR description
This PR add a populate command for models `mail.channel`, `mail.channel.member` and `mail.message`.
It will only create channel of type `channel` and `group`.
I used this bash function to quickly delete/create a database and populate it.
```bash
# Quickly drop the current db (it use the git branch name as database name) and
# create a new one that will be populated.
# usage: odoo-populate model_name size
odoo-populate() {
dropdb $(git branch --show-current)
odoo -i mail --stop-after-init
./odoo-bin populate --models $1 --size $2 -d $(git branch --show-current) --addons-path=~/projets/pro/odoo/addons,~/projets/pro/enterprise --c ~/projets/pro/.odoorc
}
```This update makes it easier for administrators and developers to edit action helper text by enabling a raw HTML editing option. It improves maintenance of on-screen guidance without changing day-to-day business workflows.
Original PR description
When editing an action using the dev options, one may need to update the action helper of the current action. Currently, the html field used to edit the action helper does not have the "codeview" option. As a result, the raw html of the action helper can not be edited easily. To solve that problem, this commit will simply add the "codeview" option on the html field. task-3252414 --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Sales order fields now show clearer placeholder text to indicate that users can type with the keyboard to search. This small usability improvement helps users find and select related records more easily while entering sales orders.
Original PR description
make clear for the user that the keyboard can be used for the search task-3175239 --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
The project burndown chart search options have been aligned more closely with the standard task search views. This makes reporting filters more consistent and useful for users analyzing project progress.
Original PR description
This commit removes some field from the burndown chart search view that were previously removed from the task search views. It also adds a few fields present in the task search views but missing from the burndown chart. Enterprise: https://github.com/odoo/enterprise/pull/36804 Task-3142077
Clicking charts or pivot tables in Project reporting will no longer open the underlying form or list views. This keeps reporting focused on analysis and avoids accidentally navigating users away from the report.
Original PR description
Before this commit open the form/list view from reporting views when clicking on the graph and pivot. This commit prevents the opening of the form/list view from reporting. task-3166747
Field service burndown chart reporting can now include worksheet template information in its search options. This helps teams analyze progress by the type of worksheet used, making operational reporting more flexible and easier to segment.
Original PR description
This PR adds the worksheet template field to the burndown chart search view Community: https://github.com/odoo/odoo/pull/112194 Task-3142077
Field Service reporting charts and pivot tables now keep users within the reporting view when they click data points. This reduces accidental navigation and helps users stay focused on analyzing reports rather than opening individual record lists or forms.
Original PR description
Before this commit open the form/list view from reporting views when clicking on the graph and pivot. This commit prevents the opening of the form/list view from reporting. task-3166747
Rental quotations created from CRM leads now use the salesperson assigned to the lead when one is set. This keeps sales reporting aligned with the person responsible for the opportunity instead of defaulting to another salesperson from the customer record.
Original PR description
In order to match the logic of sale_crm, we want the salesperson set on the lead to be propagated on the quotation, so that the reporting correctly accounts for them. The user set on the lead is added to context for both actions leading to the rental quotations. It will be prioritized as the salesperson on the newly created quotation, if any. Note: we want to add it as a default user_id only if set, otherwise user_id will be False by default in the newly created quotation. Before, the next salesperson in line inherited the quotation, i.e. the one set on the partner_id. (For more details on order of user_id based on the partner_id, check the _compute_user_id method in the sale.order model) Task-2612207
Users can now leave extracted field selections empty when processing documents. This reduces unnecessary validation friction across invoice, purchase, expense, recruitment, and extraction workflows when no suitable value is available.
Original PR description
Before this commit, `selected_value` needed to be set with a content. This commit allows `selected_value` that are `None`. task-3109453
Sales teams can now see cancelled quotes linked to a CRM lead while keeping rental orders out of that quote view. This makes lead follow-up clearer by showing relevant quote history without mixing in rental-specific orders.
Original PR description
In this part of the task, we extend the new function returning the domain of the action leading from crm lead to quotes, to exclude rental orders. Task-3237734 COM PR https://github.com/odoo/odoo/pull/115864
The Field Service and Project apps now include generated sample data to make demonstrations, testing, and onboarding easier. This helps teams evaluate workflows with realistic records without having to create them manually.
Original PR description
This commit add populate for FSM app. task-3082068
This update makes it easier for payroll localizations to use a different payslip email template. It reduces the need for deeper custom changes when adapting payslip emails for specific business or country requirements.
Original PR description
Useful improvement for payroll module localization It will be nice to have a way to change payslip email template without rewriting all `_generate_pdf` method