Friday, May 5, 2023
6 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
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-pr