Thursday, October 19, 2023
10 changes · master
Enhancements to existing features
Activity views are expanded and refined across several apps so teams can track work more clearly from one place. Documents keeps opening directly in the activity view from the systray, while Helpdesk and Quality gain more useful status and date information.
Original PR description
[IMP] various: improve activity view The following activity view have been improved: - helpdesk.ticket: kanban_state added - quality.check: control_date added Technical note: - o_text_block added on text that can be long to limit their size on some other activity view. [IMP] various: add activity view for different model We add the activity view for: - event.event (see odoo/odoo#138135). As it is overridden in event_enterprise module, we add it here as well. - mrp.eco - quality.alert, quality.check, quality.point [IMP] crm_enterprise, documents: simplifies the systray The change is related to odoo/odoo#138135 where we simplify the systray and define the list view as the default view openned from the systray. Here we override the default for document to open the activity view instead. We also update the test as we have now only one clickable area for the activity group instead of multiple one. Task-3300854
Knowledge users can now place hierarchy views directly inside article content and link to them from the editor. This makes it easier to document and share structured information without leaving the article.
Original PR description
With this PR, users will be able to embed the Hierarchy view directly within the knowledge editor, directly in the body of articles, and it also allows linking the Hierarchy view. **Task**-3560622
Preparation displays now behave more predictably at the final stage, preventing orders from unexpectedly moving back when staff tap them. The update also adds a mobile-friendly menu for key actions and fixes an online payment dependency issue that could cause errors in self-order flows.
Original PR description
pos*: pos_preparation_display, pos_self_order_preparation_display, pos_online_payment_self_order_preparation_display, This PR contains multiple improvement: --- **1 pos: function using field not…
pos*: pos_preparation_display, pos_self_order_preparation_display, pos_online_payment_self_order_preparation_display, This PR contains multiple improvement: --- **1 pos: function using field not existing in this module** In the module pos_self_order_preparation_display, we use in the orders.py controller the field 'self_order_online_payment_method_id' which is not created in this module nor in any dependent module but in pos_online_payment. We thus have to move this to pos_online_payment_self_order_preparation_display to avoid traceback. --- **2 pos_preparation_display: remove click order on last stage** In this commit, we remove the stage change when clicking on an order in the last stage of a preparation display. We also remove the stage change when all orderlines of an orders are set to todo=false in the last stage. We finally put all orderlines as todo=false by default when arriving in the last stage of a preparation display. This is because the flow was a bit confusing for the user in this stage. The user was not expecting the order to come back to the first stage when clicking on it. He will now have to click on one of the two button below the order to change its state. --- **3 pos_preparation_display: add burger menu to preparation_display** In this commit, we add a burger menu in the preparation_display screen when the user is in mobile or small devices. This menu contains the filter, the recall/delete and the close buttons. https://github.com/odoo/odoo/pull/139187
Accounting users now get a dedicated view to review journal entries before starting auto-reconciliation. This makes it easier to launch reconciliation with the relevant partners and accounts already selected, improving control and efficiency in the reconciliation process.
Original PR description
Adds a dedicated view to see Journal Entries before auto-reconcile. This view allows to prefill the auto-reconcile wizard with partners and accounts of the view. It is accessible instead of previous Accounting>Auto-reconcile that is renamed Reconcile. task-id: 3549911
The Employees app now keeps the Contracts menu visible when the contracts module is installed, even if Payroll is not installed. This improves navigation and makes employee contract information easier to access for users who do not use the payroll app.
Original PR description
Previously, without the payroll app, the menu item for contracts in the employee app was not available. To improve accessibility and user experience, the contract menu item is now kept and visible when hr_contract module is installed. related PR on odoo: https://github.com/odoo/odoo/pull/133586 Task-3479237
Invoice emails that include timesheets now provide a direct link to the related timesheet details, making it easier for customers to review billed work. The portal timesheet view has also been clarified with improved labels and cleaner internal header and footer wording.
Original PR description
This commit improves the Portal functionality and add email template: - improve email template for invoice includes timesheet (add link in mail which redirect to timesheets linked with invoice). - improve timesheets template by renaming labels and internal header/footer. task-3251680
The accounting onboarding tour has been improved so users receive clearer guidance at each step. This helps new accounting users stay oriented and complete the setup experience with less confusion.
Original PR description
Description of the issue/feature this commit addresses: The current onboarding account tour is sometimes broken. The purpose of this commit is to fix it and make it run smoothly. --- Desired behavior after the commit is merged : This commit modifies the onboarding account tour to clarify the messages that are shown, add messages to certain steps and try to make it impossible for the user to be lost during its entierty. Adding this improvement, the onboarding account tour better fills its purpose. --- Community PR : https://github.com/odoo/odoo/pull/135187 task-3375344
This update makes several usability improvements to salary offer and payroll screens, especially for Belgian HR contract workflows. It helps HR teams navigate and manage salary offers more smoothly with clearer views and menu behavior.
Original PR description
task-3561708
Businesses can now choose custom email templates for appointment booking and cancellation messages, or leave them blank to skip sending those emails. This helps tailor customer communications to specific appointment types, such as restaurant reservations where standard meeting details may not fit.
Original PR description
This commit allows users to customize the mail templates sent when an attendee books or cancels a meeting through an appointment type. In addition, it also allows to NOT send one (or both) of those by leaving the associated field blank. The goal is to be able to make the template appropriate to the appointment use case, such as removing the time frame of the appointment for a restaurant booking, as you don't really want that to appear in the customer email (e.g: you only have 4 hours to eat). Task-3547269
Resolved issues and error corrections
Rental products added to an empty cart now use the correct rental dates before checking stock availability. This prevents customers from proceeding with unavailable rentals and disables checkout when the cart cannot be fulfilled for the selected dates.
Original PR description
Before this commit, when adding a rental storable product to an empty cart, the check of stock availability was wrong because no dates were specified. This commit makes sure the cart has dates when adding a rental product to it. The check for the rental availabilities always use the dates from the cart. Therefore, the arguments of `_is_valid_renting_dates` are removed. task-3537684 See also: https://github.com/odoo/odoo/pull/137844