Tuesday, November 21, 2023
14 changes · master
Enhancements to existing features
Live chat now supports attachment uploads, making it easier for website visitors to share files or screenshots during a conversation. This helps support teams understand issues faster and provide better assistance without moving the conversation to another channel.
Original PR description
Description of the issue/feature this PR addresses: Current behavior before PR: Desired behavior after PR is merged: --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
When an HR plan is duplicated, its related activities are now copied as well. This helps teams reuse onboarding or employee process plans without manually recreating the associated tasks.
Original PR description
Change behaviour of hr plan duplication - now it duplicates also activities task-3523995 Description of the issue/feature this PR addresses: Current behavior before PR: Desired behavior after PR is merged: --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Calendar invitation emails now avoid showing the automated OdooBot name as the meeting contact. This makes invitation messages look more natural and less confusing for recipients.
Original PR description
When the partner name of the meeting is 'OdooBot', change the sentence to prevent displaying 'OdooBot' in the mail. Task-3544915 --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
HR records can now assign an employee’s manager from a different company, supporting real-world multi-company reporting structures. This makes employee and department management more flexible for organizations operating across multiple legal entities.
Original PR description
It was previously not possible to have as manager an employee from another company than ours, which doesn't fit some real life scenarios. task-3146167
This update improves how manufacturing scrap forms keep related values up to date. It reduces the chance of inconsistent information when users edit scrap records, making the process more reliable without changing the overall workflow.
Original PR description
Task: 2709744 Description of the issue/feature this PR addresses: Current behavior before PR: Desired behavior after PR is merged: --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
The customer rating search view has been reorganized to make common filters and grouping options easier to find. Labels and ordering were adjusted so teams using ratings, especially in project-related views, can review feedback more clearly.
Original PR description
Improvements are as follows: - reordered the groups as follows: assigned to, helpdesk team, rating, customer, date inside search view > group by of customer rating. - inside search view switch the position of helpdesk team and customer. - added an attribute invisble to make sure that it only display on project task-3475466
Creating a to-do from the activity menu now uses the dedicated to-do activity type instead of a redundant reminder type. This reduces confusion for users and protects the default to-do activity type from being deleted or archived accidentally.
Original PR description
Before this commit, if we add todo from activity menu then it create a activity with reminder type which is redundant with todo. Remove reminder type activity from activity type and make to do activity type as default when creating a todo from activity menu. task-3196864
Mexico and Chile localization screens now show certain banking and partner fields only for companies in the relevant fiscal country. This reduces clutter and helps users in other countries avoid seeing fields that do not apply to their business.
Original PR description
This PR will hide some fields to other companies by adding fiscal country codes to some model used in the mexican and chilean localization. task: 3551098 --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
When users finish designing a worksheet template in Studio, Odoo now returns them to the worksheet template view instead of the underlying worksheet form. This keeps the workflow aligned with what users were configuring and avoids confusion after closing Studio.
Original PR description
This commit's purpose is to open the worksheet template view instead of the worksheet form view when leaving studio. Why: The current behavior is the default one, when leaving studio, the view is the…
This commit's purpose is to open the worksheet template view instead of the worksheet form view when leaving studio. Why: The current behavior is the default one, when leaving studio, the view is the one that was being edited by studio. Solution: Create a patch for the studio navbar in order to bypass that behavior and open the view we need in our specific case. Step to reproduce: - Open fsm app - Open the configuration menu - Click on 'worksheet template' - Click on 'design new template' - Close studio The view is the form view of the worksheet, while we'd like it to be the worksheet template form view. Details of the implementation: The effective part of the changes were made in the worksheet module instead of the industry_fsm_report one. The reason is that it is a behavior that might be needed in the future for other use case (e.a in the quality_mrp_workorder_worksheet module). The navbar patch has been created to overwrite part of the close() method. When our use case is triggered instead of the general one, we force the view we need to be opened instead of the default one, then we mimic the behavior of the close method (by removing studio from the context among other things). The context of the action of the template is changed for the tasks at its creation and not only when the get_x_form_action method is called. The reason for this change is that when the studio view is reloaded, the context is discarded, and the default behavior is applied again. By adding the 2 extra keys in the context of the action at its creation (and thus in the db), we ensure that these context keys will be present on the reload. The tour test was added in industry_fsm_report since the fsm module is needed to execute the use case. task-3316535
Fields related to Mexican and Chilean electronic invoicing are now limited to companies with the matching fiscal country. This keeps screens cleaner for companies in other countries and reduces confusion from irrelevant localization options.
Original PR description
This PR will hide some fields to other companies by adding fiscal country codes to some model used in the mexican and chilian localization. task: 3551098
The Helpdesk customer rating search view has been reorganized to make common filters and grouping options easier to find. Users will see clearer ordering for grouping by assignee, team, rating, customer, and submission date, with the date label renamed to “Submitted on.”
Original PR description
Improvements are as follows: - reordered the groups as follows: assigned to, helpdesk team, rating, customer, date inside search view > group by of customer rating. - renamed Date into Submitted on. - inside search view switch the position of helpdesk team and customer. task-3475466
Managers can now manage employee appraisals even when the employee belongs to a different company. Shop floor access was also tightened so users cannot edit work orders from other companies.
Original PR description
It was not possible to manage the appraisal of an employee that was not in the company of the manager. An employee can now select their manager even if they are in another company. task-3146167
The Knowledge command palette now remembers whether a user is allowed to create new articles instead of checking repeatedly while they type. This reduces unnecessary server calls and should make search suggestions feel faster without changing normal permissions behavior.
Original PR description
When the user enters specific terms in the command palette, and there is no article matching those terms, the system will display a helper that allows the user to quickly create a new article with…
When the user enters specific terms in the command palette, and there is no article matching those terms, the system will display a helper that allows the user to quickly create a new article with the provided name. The helper will only be shown if the user has the permission to create a new article in the database. To verify this permission, the system will perform an RPC call to the server each time the helper needs to be displayed. In practice, it's highly unlikely for the user to lose the 'create' privilege between two searches. Therefore, one can cache the result of the RPC call that checks if the user is allowed to create a new article. Caching this result should reduce the number of RPC calls triggered when the user types something in the search bar. To implement the caching mechanism, we will simply use the `memoize` utility function to cache the promise checking the user's 'create' privilege. The system will perform the RPC call on the first invocation, cache the promise, and reuse it for subsequent calls, thereby improving speed. If the user loses the 'create' privilege between two searches, the system will display an access error if the user clicks on the helper. While this occurrence should be infrequent, it's not a major issue, as similar errors can also occur with the existing code. task-3603346
Appointment scheduling screens are easier to use, with clearer booking forms, resource views, menu placement, labels, and calendar visuals. The update also improves default event durations and adjusts access so internal users only see the appointment types appropriate for them.
Original PR description
Purpose ======= Big 2023 autumn promenade to improve the appointment general UI. Specifications ============== - Automatically set the calendar event duration to the related appointment type duration…
Purpose ======= Big 2023 autumn promenade to improve the appointment general UI. Specifications ============== - Automatically set the calendar event duration to the related appointment type duration when creating a calendar event and there's the appointment_type_id in the context. - Improve the gantt booking form view. - Only allow appointment admins to reorder the appointment type in the list and kanban views. - Set a rule for the internal users to have less access than the appointment users. - Improve the resource list and form views. - Move the Share Links menu under Reporting. - Change the calendar template to prevent displaying 'OdooBot' as the sender when recieving a calendar event invitation. - Improve the action helper for the Invitations menu and create an action helper for the appointment type questions answers list view. - Change the location placeholder and the avatars_display description in the appointment type form view. - Align the '+X' with the many2many element names at display. - Removing the 'Appointment' tags from the search tags as events generated through a type can already be found otherwise. - Change the color of the calendar day outline to the secondary color to prevent making them look red which could imply an error. Task-3544915