Odoo Changelog — 2023-10-02

Monday, October 2, 2023

3 changes · master

Improvements(3)

Enhancements to existing features

[IMP] account_online_synchronization: Fetch missing bank statements

Enterprisemasteraccount_online_synchronizationMEDIUM

Users can now retrieve older or delayed bank statements directly from a synchronized bank journal. This helps accounting teams complete period-end work and import missing transactions with clearer guidance on pending or problematic statements.

Original PR description

This commit will add the possibility to fetch missing bank statements from
a journal. It can happen that when a user configures a bank sync journal,
he actually needs to get transactions from a previous date (i.e. to
close the quarter) or some statements arrived later and the user wants
to have them.

From the journal form, the user can open a wizard and select a date. It
will be taken to a list view where he can select which statements he
wants to import. Some headers will be displayed to inform the user of
possible problems. The user also has a filter available to show the
pending statements (so he can be informed that if they're currently
missing, they will be imported when posted).
A custom list view was needed for the headers to be shown and it also
allows us to better manage the return from the view (going back to the
journal form view while maintaining the breadcrumbs).

task-3193313

#bank synchronization#bank statements#accounting

[IMP] account_report: trade account rework

PR #47288

Enterprisemasteraccount_reportsMEDIUM

The aged partner balance and partner ledger reports were updated to align with recent trade account field changes. Filter labels are now handled more consistently in the user interface, making these accounting reports clearer and easier to maintain.

Original PR description

In the community PR (https://github.com/odoo/odoo/pull/135129), we have change
the type of the field to a selection, and thus we needed to adapt the aged report
 and partner ledger.

Also, the display of the text next to the filter has been done in python but
should have been done on the JS side, and it was using two options instead of
just one.

task-id: 3499156

#accounting#reports#filters

[IMP] im_livechat: add/move config to user_setting

PR #47382

Enterprisemasterim_livechatMEDIUM

Live chat operators can now manage their language preference more easily. The operator display name setting has also been moved into user settings, making configuration more consistent and easier to maintain.

Original PR description

Enable livechat language setting for operators
Move livechat_username into res_user_setting

task-3390821

#livechat#operator settings#language

This commit will add the possibility to fetch missing bank statements from a journal. It can happen that when a user configures a bank sync journal, he actually needs to get transactions from a previous date (i.e. to close the quarter) or some statements arrived later and the user wants to have them. From the journal form, the user can open a wizard and select a date. It will be taken to a list view where he can select which statements he wants to import. Some headers will be displayed to inform the user of possible problems. The user also has a filter available to show the pending statements (so he can be informed that if they're currently missing, they will be imported when posted). A custom list view was needed for the headers to be shown and it also allows us to better manage the return from the view (going back to the journal form view while maintaining the breadcrumbs). task-3193313

In the community PR (https://github.com/odoo/odoo/pull/135129), we have change the type of the field to a selection, and thus we needed to adapt the aged report and partner ledger. Also, the display of the text next to the filter has been done in python but should have been done on the JS side, and it was using two options instead of just one. task-id: 3499156