Tuesday, May 28, 2024
11 changes · master
Enhancements to existing features
The expense onboarding process has been improved with a smoother flow and better user experience on both desktop and mobile. This helps employees get started with expense processing more easily and reduces friction when submitting or managing expenses.
Original PR description
Improved onboarding, flow, and UX on desktop and mobile for expense. A more detailed overview could be found here https://app.excalidraw.com/l/65VNwvy7c4X/73HONs7UUCz task-3919542
The Colombian e-invoicing module now shows the company’s economic activity field on the company form. It also prepares the settings layout so future DIAN-related configuration can hide older Carvajal options when needed.
Original PR description
Add the `l10n_co_edi_header_actividad_economica` in the company form view. In addition, enclose the Carvajal settings inside a named <t> such that it can easily be manipulated in l10n_co_dian (yet to be merged): if we use DIAN from l10n_co_dian, we will hide Carvajal settings. task-3141517
Expense reports now create draft accounting moves and payments when they are approved, instead of waiting until the report is posted. This gives accounting teams more control to review and manage taxes before entries are finalized.
Original PR description
This moves the creation of account.move at the approval step of an expense report. Allowing better accounting tax management Before this change: The moves & payments were created & posted when posting the expense report After this change: Approving the report creates draft account moves & payments Posting the report post the accounting entries task-id: 3943064
After a subscription renewal is confirmed, the related renewal buttons are now hidden so users no longer see actions that are no longer available. This makes the subscription screen clearer and reduces confusion for sales teams managing renewals.
Original PR description
Before this commit, upon confirming the renewal in a subscription, the subscription would be locked and the button would still remain visible. In this commit, a condition is added to make these buttons invisible once the renewal is confirmed. task-3927499
The Gantt view controls have been reorganized to make date selection, today navigation, scale changes, and action buttons easier to use. Slider tracks are also now visible in dark mode, improving readability for users working with that theme.
Original PR description
**[IMP] web_gantt,planning: gantt controls style** This commit aims to improve the usage of the new gantt renderer's controls, introduced in [1]. Changelog: - the date pickers are now styled as…
**[IMP] web_gantt,planning: gantt controls style** This commit aims to improve the usage of the new gantt renderer's controls, introduced in [1]. Changelog: - the date pickers are now styled as buttons, like it was already the case in small displays - the today button now sits next to the date pickers - the scale selector slider now sits next to the today button and has now a min and max width. - the other buttons now sit next to the scale slider - the planning's customization is fixed to the right and may overlap the other controls. Since it is only visible while dragging a pill (only on medium or large sized displays) it is acceptable. [1]: https://github.com/odoo/enterprise/pull/55618 _Before_   _After_   **[FIX] web_enterprise: slider track in dark mode** Before this commit the input type range slider track is invisible in dark mode. After this commit the color of slider's tracks are now visible. _Before_  _After_ 
Helpdesk SLA policies can now be linked directly to service products, so the right SLA is applied when a related sales order line is selected on a ticket. The change also removes the product workspace setup from Documents Project Sale, simplifying product configuration.
Original PR description
### 1) [IMP] helpdesk_sale_timesheet: improve sla flow Before this commit in order to work with SLA then we either have to set SLA on product and this will set that product related SOL to SLA policy automatically with SO confirms and apply SLA policy to related ticket or find related SOL we need to apply SLA policy and then set it to SLA. This commit add product_ids field in SLA policy where user can set proudct directly on SLA policy And when user select SOL on ticket related to this product then it'll set SLA policy on product. ### 2) [REM] document_project_sale: remove workspace from product This commit remove workspace field from product and related code. task-3938198
Mobile field service screens are streamlined so onsite workers see fewer administrative fields while working at customer locations. This helps technicians focus on essential task information and reduces navigation complexity on mobile devices.
Original PR description
_*= industry_fsm_report, industry_fsm_sale, project_enterprise, project_holidays PURPOSE ---------- Onsite workers have difficulty navigating field service on mobile. In this work, we will hide non-essential fields from onsite workers especially on mobile so that they can focus on what matters. Indeed, some fields are purely administrative and there is no reason to modify them once at the customer's place. task-3784066
Users can now move between reporting periods in accounting reports using simple arrows instead of repeatedly opening the calendar. This makes comparing adjacent periods faster and smoother for finance teams.
Original PR description
Date selection is not particularly user-friendly in account reports. A user may want to quickly navigate between similar periodicity going from one to the next in a smooth way instead of using calendar. This PR add a way to navigate between periods using arrows. task-id: 3482119
Financial reports no longer use the confusing "normal" date scope except where its special behavior is specifically needed. This makes report definitions more consistent across countries and reduces the risk of unexpected balances in standard financial statements.
Original PR description
We remove the `normal` date_scope. The 'normal' date scope is relatively tricky to use: - it treats Balance Sheet and Profit and Loss accounts differently, which means that a separate line is usually…
The return workflow now hides the 'Return for Exchange' button for rental orders, reducing confusion for users handling rental stock returns. Related stock return flows in delivery, helpdesk, subscription, and barcode modules were aligned with this behavior for consistency.
Original PR description
In this commit: =============== Hide button `Return for Exchange` for rental orders. Task - 3543473 Community PR: odoo/odoo#153184
Knowledge now lets users search within article content, not just article titles. This makes it faster to find relevant information across large documentation collections, especially when users do not know which article contains the answer.
Original PR description
Knowledge is a wonderful tool for gathering, organizing and sharing documentation with collegues. With this module, people can easily create rich documents that help them in their day-to-day jobs.…
Knowledge is a wonderful tool for gathering, organizing and sharing documentation with collegues. With this module, people can easily create rich documents that help them in their day-to-day jobs. Currently, Knowledge lacks an effective search feature. The existing search functionality only searches documents based on their titles and cannot search within the document content. This commit will implement a new search feature for Knowledge that will enable people to quickly find the information they need within a large collection of documents. This new feature will save a significant amount of time for users who are unsure which specific document contains the information they need. ## Technical The search feature will work like a small search engine: People will have to type a few words or a sentence and the system will retrieve the documents that match the most with those keywords. To implement that search feature, we will use the build-in "Full Text Search" feature of PostgreSQL. By leveraging this feature, the database will do all the heavy lifting for us: It will be able to automatically encode the documents in a vector space, apply stemming on the words, include statistical measures to evaluate the similarity between a document and a query, strip the html tags, highlight the piece of text containing the search terms, etc. Reference: https://www.postgresql.org/docs/15/textsearch.html task-3071299
We remove the `normal` date_scope. The 'normal' date scope is relatively tricky to use: - it treats Balance Sheet and Profit and Loss accounts differently, which means that a separate line is usually needed to collect the residual Profit and Loss account balance into a line, usually `999999 Unaffected Earnings`. - This is only done in two custom reports, the General Ledger and Trial Balance. - We prefer to localize this tricky behaviour to those two custom reports, and remove the `normal` date scope elsewhere. For most uses, the `normal` date scope can be replaced by the `strict_range` (the default for reports): - in aggregation / external formulas (date scope has no effect) - on account_code / domain formulas for P&L accounts, in reports with filter_date_range=True (e.g. P&L or tax reports) - on account_code / domain formulas for Balance Sheet accounts, in reports with filter_date_range=False (e.g. Balance Sheet reports) Community PR: https://github.com/odoo/odoo/pull/155614 Upgrade PR: https://github.com/odoo/upgrade/pull/5754 taskid: 3177283