Wednesday, May 22, 2024
2 changes · 17.0
Enhancements to existing features
When users click on internal links (like newly created leads) within a chat conversation, the chat window will now stay open alongside the linked document. This allows sales teams to quickly reference customer conversations while viewing related records, improving workflow efficiency without losing context of ongoing discussions.
Original PR description
When the CRM module is installed, people can use the /lead command to create a new lead from a conversation. When using that command, the Odoo bot will log a message in the chat with a link to the newly created lead. When people click on that link, they will be redirected to the lead form view and will lose track of the conversation they have with the customer. To avoid that, we will now open a chat window of the active conversation when clicking on the internal link. People will then be able to quickly answer the client from the chat window. task-3637983 --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
This update improves how the Point of Sale system handles customer information when creating invoices for previous orders. When a customer wasn't initially recorded with an order, the system now properly saves the selected customer to the order, allowing the system to retrieve and use that information correctly when generating invoices.
Original PR description
This commit is used for the enterprise PR (odoo/enterprise#62261). When creating an invoice for a previous order in the POS, the class InvoiceButton handles missing partners, writing the selected partner to pos.order. But since the partner was not set to the order, the JS client cannot retrieve the partner directly. This commit remedies that by setting the partner to the order. task-3865331 --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr