Daily updates from Odoo
Thursday, July 20, 2023
13 changes · master
Enhancements to existing features
Odoo Studio’s report editor has been rebuilt to allow direct visual editing of reports and to keep the selected report in the browser URL. This makes editing more straightforward and lets users reload or share the page without losing the report they were working on, while advanced layout changes can still be handled in the XML editor.
Planning services can now be assigned to only one role, reducing setup conflicts and confusion. Role tags are easier to distinguish with colors, and the project planning option has moved into Planning settings under the clearer name “Project Planning.”
Original PR description
before this commit, in planning role > services can be assign to multiple roles, roles_id tags in material is of same color and planning option is set in project setting. This commit add domain so that service is assign to only one role, color is add to roles_id tags and planning option is replace from project to planning setting with named 'Project Planning' task-3251687
Accounting reporting was adjusted to work with a newer underlying system interface, helping keep report generation compatible and reliable. A related Studio update improves how custom record identifiers are inserted, supporting smoother configuration management.
Original PR description
Linked to odoo/odoo#129029
Field service tasks can now use the full range of project-related features even when managed outside a standard project setup. This helps teams apply reporting, sales, and task management capabilities more consistently across field service work.
Original PR description
...w/o project Completes the implementation of changes explained in Community PR. Related:https://github.com/odoo/odoo/pull/128281 task-3367246
Helpdesk users can now create sales order lines directly from a ticket, reducing extra navigation and making it easier to bill service work. Field service project screens are also adjusted so sales shortcuts only appear where they are relevant.
Original PR description
This PR ensures that the features added in its community counterpart are properly handled for fsm project and helpdesk tickets. For more details, see the community PR. Community: https://github.com/odoo/odoo/pull/121263 Task-3278895
Manufacturing gains a new MES view that makes it easier to process manufacturing orders and work orders, replacing the older tablet work order view. The change also consolidates employee tracking into the main work order app and adds controls for where production can be registered when quality checks require it.
Original PR description
Adds a new view, MES (Manufacturing Execution System), to be able to process Manufacturing Orders and Work Orders easier. MES will replace the WO's tablet view. By default, MES will display the MO,…
Adds a new view, MES (Manufacturing Execution System), to be able to process Manufacturing Orders and Work Orders easier. MES will replace the WO's tablet view. By default, MES will display the MO, but the user can filter the records by Work Center. In that case, it's the WC's WO who will be displayed. Beside the adding of MES, there is some notable changes: == `mrp_workorder` will be automatically installed with `mrp` == == Merge `mrp_workorder_hr` into `mrp_workorder`== In order to track employees' login into MES and to simplify things, we moves all the `mrp_workorder_hr` stuff into `mrp_workorder`. == Remove the WO tablet view == One of the purpose of MES is to replace the WO tablet view. So, all files and tests related to this view have been removed. == Add a new `quality.point.test_type`: `register_production` == In MES, the production can be registered from the MO itself or from any of its WO. But if one of its WO has a `register_production` Quality Check type, the production can be registered only from this WO. task-3231200 Co-authored-by: R1D1CUL0US <clpi@odoo.com> Co-authored-by: svs-odoo <svs@odoo.com>
Odoo now offers a share option from the user menu when used as an installed web app, where the browser address bar is not visible. On smaller screens, the share action is placed prominently at the top of the menu, making it easier for users to share the current page.
Original PR description
This commits adds a new share entry from the user menu. This allows the share of any web page from the PWA (standalone mode -> URL is not visible). On smaller screens, the share is present directly at the top of the Burger Menu instead of being an item of the list. Tests have been added to verify the presence of the button when Odoo is running in standalone mode, as well as the visibility depending the screen size. task-3341052
The Sign app’s document signing screens and dialogs have been modernized to improve reliability, maintainability, and consistency with the rest of Odoo. This work also reduces older technology usage while keeping compatibility where needed for signature capture and PDF handling.
Original PR description
Following the previous efforts to convert the sign module to OWL (https://github.com/odoo/enterprise/pull/36168/), this PR now converts the common and backend parts of the signature process into OWL…
Following the previous efforts to convert the sign module to OWL (https://github.com/odoo/enterprise/pull/36168/), this PR now converts the common and backend parts of the signature process into OWL and removes jQuery usage in the sign module (note that jQuery is still being used under the hood as jSignature is based on it, therefore we still have to add it in the manifest file). Also, some parts of the code that interact with the PDF.js iframe are not using OWL, but only vanilla JS. This is due to the way we interact with the PDF.js library. Essentially, we add the sign items to each page div rendered by the library. If we were to use OWL, we'd have to mount multiple OWL apps in the iframe and that would be cumbersome to manage. In order to have the benefits of the webclient and OWL, the solution was to pass services and the env object to the classes that implement the iframe logic. In order to keep the iframe logic closer to the experience of writing OWL code, it was chosen to have all iframe logic be implemented with JS classes. This also allows us to monkey patch our classes using the patch function. task-3286974
Subsidiary companies can now read accounting information from their parent company, including accounts, taxes, and fiscal positions. This reduces duplicate setup work and helps keep accounting rules consistent across company groups.
Original PR description
Accounts, taxes and fiscal positions of parent companies can now be read by children companies. [task-3371677](https://www.odoo.com/web#id=3371677&model=project.task)
Employee appraisals are now created automatically on each employee's scheduled appraisal date, making the process more timely and predictable. Completing an appraisal updates the next scheduled date, while safeguards prevent dates from being set in the past and new filters/grouping options improve follow-up.
Original PR description
appraisal plan's cron now creates the appraisals on the day of next_appraisal_date of the hr.employee. when an appraisal is done it sets that value on the employee. New filters and groupby's task 3356662
The live chat helpdesk mail shortcut setup has been moved to the mail area so it can be managed in the more appropriate shared location. This is an internal organization improvement that should make future maintenance easier without changing day-to-day user workflows.
Original PR description
community: https://github.com/odoo/odoo/pull/128120
Appointments is now presented as a dedicated Odoo app with its own menu, icon, onboarding, and service category placement. This makes appointment scheduling easier to find and manage, while adding clearer user permissions for creating, viewing, and managing relevant appointment links and invitations.
Original PR description
*- appointment_(crm,hr,hr_recruitment,sms),website_appointment(_crm),website_enterprise Purpose ======= This commit aims to turn the appointment module into a real app. To increase its visibility and…
*- appointment_(crm,hr,hr_recruitment,sms),website_appointment(_crm),website_enterprise
Purpose
=======
This commit aims to turn the appointment module into a real app. To increase its visibility and usage.
Specifications
==============
1. Menu item for the app with its icon.
2. Added to the service category.
3. Following menus moved from the calendar to this app: - Appointments - Reporting - Configuration: 'Reminders' also exist in calendar.
4. Onboarding panel is scoped to this app only.
5. Renamed the module category from 'Online Appointments' to 'Appointment'
6. Security:The new group 'User' introduced:
```
- create appointments.
- edit only the following kinds of appointments
=> no user set.
=> user itself mentioned in appointments.
=> resources are set.
- share links & invitations of config menu are visible to the 'User'
=> They can only see the ones that are related to them.
=> They cannot edit but they can read and should be able to
delete (old link, ...).
```
Task-3280730Helpdesk users now get clearer search options, filters, and grouping across teams, tickets, customer ratings, and SLA policies. This makes it easier for support teams to find the right records, review performance, and manage service commitments more efficiently.
Original PR description
Improve the UX for search view: - Improve the search view of the helpdesk team - Improve the filters, groupby and search view of the helpdesk ticket - improve the filters and groupby of customer ratings - Improve the filters, groupby and search view of the sla policies task-3265256