Friday, May 5, 2023
11 changes · master
Enhancements to existing features
This update polishes several CRM and related sales screens to make forms clearer, reports cleaner, and lead assignment status easier to notice. It also improves activity user avatars and lead enrichment messages so sales teams can read key information more quickly.
Original PR description
Purpose ======= Improve some UI display of the CRM and CRM related modules. CRM v16.3 promenade. Specifications =========== web ------ * Increase the maximum input field size to handle a larger…
Purpose
=======
Improve some UI display of the CRM and CRM related modules.
CRM v16.3 promenade.
Specifications
===========
web
------
* Increase the maximum input field size to handle a larger number
of characters.
crm,crm_iap{_enrich}{_mine},sale,sales_team
-------------------------------------------------------------------
* Improve some small UI display like placeholders, search filters,
the wording of the lost reason modal, the fields alignments,
always underline certain fields, set certain fields as optional in
the reporting tree views, ...
crm
------
* Modify the informative lead count field to be displayed as a muted text
sentence with text color warning when it exceeds the maximum month count.
crm{_sms}
---------------
* Remove the reporting pipeline tree view buttons as the view is not
an operational one so those won't be used by the manager.
mail
-------
* Add a m2o avatar widget to a field.
iap_mail
-------------
* Improve the display of the lead enrichment message appearing in the
chatter after an enrichment.
More details in underlying commits.
See: https://github.com/odoo/enterprise/pull/38498
Task-3204763Email templates sent automatically when a record is created now appear after the original incoming message, making conversations easier to follow. Replies to those automated template emails are now treated as regular discussions so followers can be notified appropriately.
Original PR description
When setting up an alias, if a tracked value was set to send a mail template on creation of a record, the template would be marked as sent before the original message was received. This commit puts them back into order by processing the reception of the original message within the method of creation of the record. Responding to that template with an e-mail would not notify the followers of that record. This template is now marked as mt_comment. Task-2834304 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Bank and cash journals now automatically use the company's currency when no currency is manually selected. This helps prevent payment and accounting issues caused by missing currency settings, while keeping user-defined currencies unchanged.
Original PR description
Setting company's currency on bank/cash journals, if they are not set by the user, helps avoid issues described in Task 2834678. -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
This update makes several event, SMS marketing, phone blacklist, and email template screens clearer and easier to use. It adds helpful placeholders and avatars, hides empty or unavailable information, improves wording, and aligns SMS marketing navigation with Email Marketing so users can complete common tasks with less confusion.
Original PR description
Purpose ======= Improve UI in various modules Specifications =========== event{_booth}{_crm}, website_event{_meet}{_track}{_track_live}…
The demo payment module can now simulate capturing only part of an authorized payment. This helps businesses and implementers test payment flows that involve split shipments, partial fulfillment, or adjusted order amounts before using a live payment provider.
Original PR description
support partial capture feature in demo payment task-2803352
The Knowledge app is easier to use on mobile devices with a collapsible article menu and a better default view for deleted articles. This makes browsing and managing knowledge content more comfortable on smaller screens.
Original PR description
This PR will greatly improve the usability of the main view of Knowledge for mobile users by turning the aside block listing the articles into a foldable menu. task-2867059
Resolved issues and error corrections
This change improves how Odoo handles property-style fields when records are updated dynamically, preventing incorrect or empty values during onchange flows. It also avoids saving invalid property names in some edge cases, making record creation and updates more dependable for users.
Original PR description
The issue with properties fields is that the value in the record snapshot is not correct. This is caused by `convert_to_record()` combining the values with the definition, and in the case of `onchange()`, the values don't match the definition, which causes the method to return the empty list `[]`. We fix the root cause by changing `convert_to_record()` to return the `dict` itself. The combination of the values with the definition is now only done in `convert_to_read()`. Method `convert_to_onchange()` has only one hack to retrieve the current definition record from the record snapshot, as because of cache invalidation, its value is no longer available.
Code cleanup and technical improvements
Purpose
=======
Improve UI in various modules
Specifications
===========
event{_booth}{_crm}, website_event{_meet}{_track}{_track_live}
-------------------------------------------------------------------------------------------
- The reporting fields, the chat room and the participant count
of the meeting room form should not be showed while the record
is not created.
- Rewording on event track "Button appears" and "Color" field.
- Remove unnecessary helpers in event track form.
- Remove "Wishlisted By" stat button when the count is equal to 0.
- Add many2one widget avatar on lead rule "Saleperson" field and
event track "Responsible" field.
- Add placeholders in event booth form view, event location
tree view, event tags categories form view and event stages
form view.
mail, mass_mailing_sms, phone validation:
---------------------------------------------------------------
- Add sample data in the mass_mailing_sms blacklist phone
numbers tree view.
- Update the mass_mailing_sms demo data so that, instead of
the sms being stuck due to a lack of credits, they are
all sent.
- Swap the mass_mailing_sms list view with the kanban view
so that the list view is the main one like in Email Marketing.
- Rename the reset mail template confirm button from "Proceed"
to "Reset Template" to make the action more explicit.
Task-3280602
---
I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-prThis draft update adjusts visual styling across several Odoo Enterprise screens as part of the Milk design refresh. It fixes an alignment issue with the Spreadsheet button on mobile pivot views and updates colors, buttons, badges, menus, dropdowns, checkboxes, lists, and forms for a more consistent user experience.
Original PR description
This PR fixes : - [aju] https://i.imgur.com/RszBeCF.png mobile > pivot view > the 'spreadsheet' button is not aligned with the other buttons task-2818586 Community branch : https://github.com/odoo-dev/odoo/pull/2490
Marketing campaign tests now apply the same activity filters as live campaigns, so test runs only process records that match the intended rules. This helps teams validate campaigns more accurately before launch and reduces misleading test results.
Original PR description
Before this commit, when launching a test for a marketing campaign, activity domains are ignored - records are processed even if they don't respect the domain. With this commit, tests behave as real campaigns, meaning the domains are taken into account. Task-3138559
Helpdesk ticket messages now appear in the correct chronological order when created from incoming emails or related flows. This makes conversations easier to follow and updates internal checks to match the new tracking message behavior.
Original PR description
Update parts of the code that relied on tracking being handled during the creation process and tracking tests that expected 'notification' message type. Task-2834304
The Point of Sale app no longer loads a large shared back-office asset package that contained many files it did not need. This should make POS screens load more efficiently and reduce unwanted side effects, while keeping testing support in place.
Original PR description
pos*: l10n_ae_pos, l10n_co_pos, l10n_fr_pos_cert, l10n_gcc_pos, l10n_in_pos, l10n_sa_pos, point_of_sale, pos_adyen, pos_discount, pos_epson_printer, pos_epson_printer_restaurant, pos_hr,…
pos*: l10n_ae_pos, l10n_co_pos, l10n_fr_pos_cert, l10n_gcc_pos, l10n_in_pos, l10n_sa_pos, point_of_sale, pos_adyen, pos_discount, pos_epson_printer, pos_epson_printer_restaurant, pos_hr, pos_hr_restaurant, pos_loyalty, pos_mercury, pos_restaurant, pos_restaurant_adyen, pos_restaurant_stripe, pos_sale, pos_sale_loyalty, pos_sale_product_configurator, pos_six, pos_stripe Previously, the pos assets included almost the entirety of the assets_backend. Most of the contents of the assets_backend is completely useless in the PoS, meaning that the PoS will load slower because it loads much more JS than it needs. It also means that it gets all the side effects of this bundle (global event listeners, among other things) that we don't want. This commit removes the dependency of the pos assets on the assets_backend to solve these issues. The pos assets are now their own bundle with only what is needed in the PoS. As for the unit testing bundle, the same logic applies but unfortunately, because the unit testing code from web that we want to use (eg automatic cleanups, cleaning of registries, etc) depends on the legacy code, we need to include a lot more files than would otherwise be needed. This situation will probably be improved as legacy code is removed from web, but in the mean time, it is not very important for this bundle to be lean, as it's a test bundle and loading speed is less important. Linked to: https://github.com/odoo/enterprise/pull/40502 Linked to: odoo/upgrade#4626