Wednesday, September 20, 2023
5 changes · master
Enhancements to existing features
Event managers can now access revenue reports that show how much income each event and ticket type generates. This makes it easier to identify the most profitable events and tickets when sales features are installed.
Original PR description
As an event manager, it can be difficult to estimate how much of the revenue was generated by the events. To give clear insights, we will add new reports to the 'event' module. With those new reports, the user can group the revenues by event and/or by ticket. The user will then be able to quickly see which tickets and events are the most profitable ones. The reports will be accessible only if the user installed the 'sale' module. task-2679881 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
The CRM lead and opportunity form now uses screen space more effectively by expanding the internal notes editor and grouping key fields more compactly. This makes it easier for sales users to focus on qualification notes while still seeing priority, salesperson, and team information clearly.
Original PR description
When the user opens the CRM form view, there will be unusable space below the internal notes. To improve the UX, we will automatically resize the editor to fill the gap between the form view and the outer window. We will also reorder some fields: - The priority will be put next to the title. - The salesperson and the team will be put next to each other on the same line. By reordering the fields, the fields will take less vertical space and there will be more emphasis on the internal notes which is the most important field of the view as it helps the user qualifying the lead or the opportunity. task-2677144 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Website previews now show the livechat button, matching what visitors see on the published site. This makes previews more accurate and removes an unstable automated check that was no longer needed.
Original PR description
The livechat button was disabled in website preview because its implementation could not properly handle being in an iframe inside the backend [1]. With the public livechat code being refactored to use discuss code, this is no longer a problem, so the livechat button can be present again. This also makes previewing the website more correct: the livechat button is actual present on the website, so hiding it was a lie. By re-enabling the livechat button, this also allow to remove the test coverage by a tour, which was sometimes failing on runbot due to tour being small and doing `im_livechat/init` rpc after the end of the tour. [1]: https://github.com/odoo/odoo/commit/e86c1ce94a148745d58ac38e408e1bc947978670 runbot-24631
Project stages can now be configured separately for each company, instead of being shared across all companies. This helps multi-company organizations keep project workflows aligned with each company's processes and improves data separation.
Original PR description
Adding a company_id field in project.project.stage will allow companies to have their own individual stages, which was not possible before since all the stages were shared between all companies. task-3330285
Mexican tax records now include a dedicated tax type used when generating and importing CFDI e-invoice attachments. This reduces reliance on tax label names, making electronic invoicing data handling more consistent and less error-prone.
Original PR description
Add a selection field `l10n_mx_tax_type` on account.tax. This field is used in the CFDI attachment. This allows to avoid relying on the name of the repartition line tags to export and import a CFDI. enterprise: https://github.com/odoo/enterprise/pull/47321 upgrade: https://github.com/odoo/upgrade/pull/5136 task-3388347