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Thursday, April 11, 2024
2 changes · master
Enhancements to existing features
Account managers can now see more sales, purchase, subscription, and invoice records linked to the partners they manage, including cases where those partners are listed as referrers. This makes it easier for commission teams to track customer activity and related documents from the right menus without extra navigation barriers.
Original PR description
[IMP] partner_commission: account manager access rights This commit intends to give access to account managers to more records of the partners they manage. It mainly gives a range of new permissions…
[IMP] partner_commission: account manager access rights This commit intends to give access to account managers to more records of the partners they manage. It mainly gives a range of new permissions to the Commission/Own Documents and Commission/All Documents groups as well as changing stat buttons to include records where the partner is set as referrer. Commission Managers have access to sale orders/purchase orders/subscriptions/ invoices with a "referrer" set while Commission Users have access to a range of documents where the `partner_id` field is an account they manage or the `referrer_id` field is an account they manage. At creation, a child partner will be propagated its parent's account manager (= user_id). So an account manager will have access to the children's records as well as long as that field is propagated. The groups also give access to Invoicing and Accounting top menu so that members of the group can easily access account.move records. Task-2842675
The Barcode app now hides reserved serial number lines with no completed quantity by default, reducing clutter during stock operations. Businesses can still enable a new operation-type setting to show those reserved serial numbers when the previous workflow is needed.
Original PR description
Before this PR: =================== - the operation type in the barcode displayed lines even when the quantity done was 0 . - when the setting is on create new only then in barcode, show lines with done=0 - when use existing not checked AND create new not checked, in barcode we have multiple lines . After this PR: ==================== - Introduces a new option in operations type 'show_reserved_sns,' in the sale module with default value False . - This option becomes active only when the 'use_existing_type' is enabled . - When unchecked, it ensures that lines where the quantity done is 0 are hidden , only the selected ones will be added. - When checked, it will work same as before this commit . - when the setting is on create new only then in barcode, never show show lines with done=0 - when use existing not checked AND create new not checked, Then there should be one line in the aggregate with no serial and a +qty . Task ID : 3284600