Daily updates from Odoo
Tuesday, August 29, 2023
10 changes · master
Enhancements to existing features
Sign managers now keep read-only access to the fields in signing templates, even after related documents have been signed. This prevents access issues when reviewing or managing templates that already have completed signature requests.
Original PR description
In the current security for sign, a sign manager loses read access to the sign items of a template if the template has any signed requests. This commit adds a record rule to provide readonly access to the sign items for the sign manager task-3474910
Planning search views have been simplified by removing less-used filters and groupings, making it easier for users to find relevant schedules. The update adds clearer start and end date filtering, role-based employee search, and broader sales order searching across orders and order lines.
Original PR description
In this PR we have removed the non essential filters no timesheets, billable non billable, to resend, all of the dates filters - replace date filter with start date and end date - remove the group by 'sales order' - remove the group by on 'start hour' - remove the quick search on 'service' - switch the group by 'project' and 'sol' from place - add a quick search on 'roles' under the 'employees' - quick search on 'sales order' should search both on the SO and the SOL task-3265255
Payroll teams can now register employee payments directly from individual payslips when they are not using SEPA payment files or payroll batches. This makes it easier to track paid payslips, distinguish paid versus completed records, and align payroll payment handling with accounting workflows.
Users can now open the full form view directly by clicking a line in editable lists for accounting reports and planning. This makes it faster to review or update detailed information without extra navigation steps.
Original PR description
This commit uses the new options of the editable list view to open a form view when clicking on a line. Task-id 3063425
Helpdesk SLA policies are easier to set up and monitor, with default team settings, clearer sales line details, and better grouping by SLA or deadline. Agents also get clearer deadline status in ticket views and automatic notes when tickets are closed before or after SLA targets.
Original PR description
In this PR made following changes: - add default team condition while creating sla policy. - 'sla policies' feature enabled by default on teams created on the fly. - use 'with_price_unit' and 'with_remaining_hours' context in sale_line_ids . field of sla policy to indicate unit price and remaining hours in nameget. - display the pill in red if the nb of remaining hours < 0 on sale_line_ids. - add group by SLA, SLA Deadline in helpdesk ticket search view. - center SLA deadline in ticket kanban view. - add log note on helpdesk ticket if SLA ticket reached to close stage -"Reached x hours before/after the deadline" task - 3186578
The Gantt view now highlights the current month when viewing a full year, and the current hour when viewing a day. This makes it easier for users to quickly orient themselves in planning timelines and understand where today fits in the schedule.
Original PR description
Currently, when the scale of the Gantt view is set to 'week' or 'month', the column corresponding to the current day is highlighted. This commit extends this behavior to highlight the current month when the scale of the Gantt view is set to 'year'. task-3458164
The Planning calendar now shows clearer shift-related labels and more informative resource filters, including better visuals for open shifts and resource types. This makes scheduling easier to understand and helps users manage shifts more confidently, including adding shifts to personal or work calendars.
Original PR description
Changed 'undefined' to 'Open Shifts' at the end of the resource filter Added fa-wrench icon + background color in resource filter Changed 'New Event' to 'New shift' in the calendar create view Created a new planningCalendatFilterPanel, and made the PlanningCalendarModel fetch the resource_type and the colorIndex of each resource to put in the filters Also will allow users to add their shifts to their work/personal calendars Task-3251698 See https://github.com/odoo/odoo/pull/126358 --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
This update aligns JavaScript command names for related records with the terminology already used by Odoo's backend. It mainly improves consistency for developers maintaining Documents, spreadsheets, rentals, and planning views, with little direct impact on day-to-day users.
Original PR description
*: documents, documents_spreadsheet,sale_renting,web_gantt Before this commit, the naming convention for x2m commands is not consistent with the python ORM. After this commit, the commands use the same terminology on both side. The JavaScript side has been adapted. See: https://www.odoo.com/documentation/16.0/developer/reference/backend/orm.html?highlight=commands#odoo.fields.Command
Helpdesk teams can now handle refunds, returns, coupons, repairs, and field service task creation with clearer options and better filtering. The updates reduce manual selection errors, improve traceability through chatter messages, and make sharing or sending generated coupons easier.
Original PR description
** = helpdesk_account, helpdesk_fsm, helpdesk_repair, helpdesk_sale_loyalty, helpdesk_stock In this PR we have made following improvements - helpdesk.ticket form view > create a field service task…
** = helpdesk_account, helpdesk_fsm, helpdesk_repair, helpdesk_sale_loyalty, helpdesk_stock In this PR we have made following improvements - helpdesk.ticket form view > create a field service task wizard > sort partners as in the form view - repair.order form view , transform the ticket field into a stat button - remove the product and lot/serial field - add the product and lot/serial number field in return and refund wizard - made lot/serial number field only visible when tracked by lot/sn - filter selectable INVs to refund / DOs to return based on the selected SO, product and lot/sn - filter selectable SOs based on the selected product and lot/sn - filter selectable products and lot/sn based on the selected SOs - helpdesk.ticket > return > log "WH/RET/123 Return created" in the chatter - helpdesk.ticket > coupon > log "This coupon has been created from the ticket: ABC" in the chatter of the generated coupon - Added generate and send button to open send wizard and added generate and share button to open share wizard - change the description of the coupon feature to: "Grant discounts, free products, or free shipping" - In helpdesk.team form view removed the 'repairs' stat button - made move_ids field required for refund wizard task-3186565
Field service users get clearer navigation, better traceability between tasks and generated sales orders, and easier calendar planning. The update renames the itinerary button, adds a clickable task reference on sales orders, and shows project colors in the calendar so teams can identify work more quickly.
Original PR description
- modify the English label of the 'navigate to' button. change it to 'view itinerary' in the FSM project task form view. - log entry will be added to the generated sales order, containing the name of the task. - implemented the functionality to show the color of the project in the left side panel of the calendar. task-3251766