Wednesday, June 12, 2024
3 changes · saas-17.3
Enhancements to existing features
This update streamlines the accounting dashboard by reducing clutter, simplifying labels, removing unnecessary actions, and adding clearer links for unresolved payments. It also improves demo data setup, especially for Chile, so accounting demonstrations load more reliably without bank account errors.
Original PR description
- Reduce the space between the left buttons and summary on the right of dashboard kanban cards - fix typo - Add link to unreconciled payments (moved from account_reports) - remove unused file…
- Reduce the space between the left buttons and summary on the right of dashboard kanban cards - fix typo - Add link to unreconciled payments (moved from account_reports) - remove unused file (account_dashboard_setup_bar.xml) - remove New Transaction links/buttons - add a bank account in demo data if there isn't one and link it to the bank journal - hide setup bank if there is a bank account on the journal - link btn style: color - Simplify kanban summary text: X ~~Invoices~~ to Validate, Y ~~Bills~~ to Pay - Simplify buttons: New ~~Invoice/Bill/Entry~~ - Remove hover tooltips on sample data - FIX: when calling `create_document_from_attachment` in JS, the help markup is lost. Ensure that it is still markup. journal form: - display the statement source field in invoicing enterprise To reproduce the no content helper issue: - drag and drop a file to the bank journal - on redirection to the bank recon kanban, search for "somethingarbitrary" - see HTML text as the helper why change things in l10n_cl? TLDR; Chile demo data was forcing the delay of writing fields in demo data records. By making changes to the demo data, we can improve the demo data load process. When a COA does not have a bank account in demo data, a new res_partner_bank is created. A partner is required for this bank, but since Chile had it's own partner demo data, the field partner_id is delayed causing a NOT NULL constraint error when creating the partner bank. This uncovered a few issues: 1. in the demo data loading mechanism in `account`: a relational field with an id (integer) value, should not be delayed. The record obviously exists. 2. an empty dict in demo data should not be considered as a data model to be created. 3. l10n_cl: demo data has unnecessary delays due to the updates of partner taxpayer types & latam document types. Demo partners can be updated in XML by rearranging the sequence of the demo files & the document type was already active. 4. l10n_cl: by avoiding the delays, we can avoid the invalid computation of the account move's latam document type. The invalid computation problem (point 4 above) still needs to be resolved...ie. foreign partners should use a different set of codes: `_compute_l10n_latam_document_type` and `_check_document_types_post` are not aligned.
Accounting dashboard actions were reorganized to make common banking and reconciliation tasks easier to find and use. The update removes less useful shortcuts, standardizes reconciliation buttons, and adds clearer upload options including drag-and-drop support for bank statement imports.
Original PR description
- move link to Last Statemement to Invoicing Enterprise - move link to Unreconciled Payments to Invoicing - remove Import File links - standardize the "x to reconcile" secondary button - remove new transaction links and buttons - adapt tours to use the new secondary reconcile button - ensure there is always an unconfigured bank journal button for the account_accountant_tour - reposition miscellaneous journal onboarding - change the soda upload link to a secondary button - small modification to the tax return link text - add an upload button to the bank recon kanban & list view (statement import module) - enable drag and drop on the bank recon kanban & list view (statement import module) - add an upload button, and some text to the bank recon's no content helper (statement import module) part of task-3636384
The Gantt planning interface now brings back quick time range choices like today, this week, or this month while keeping custom date selection available. Planning views can open on a more useful default period, and related buttons and shortcuts have been simplified to make scheduling faster and clearer.
Original PR description
With [1], the time range menu dropdown has been replaced by two date pickers allowing to select any time range. Here we reintroduce that time range menu but it will now also contain the two date…
With [1], the time range menu dropdown has been replaced by two date pickers allowing to select any time range. Here we reintroduce that time range menu but it will now also contain the two date pickers. In that way, standard time ranges like "Today", "This week",... can easily be selected but we keep the same possibilities as before. A new arch attribute "default_range" with possible values "day", "week", "month", "quarter", "year" has been introduced. Set it will make the gantt view present initially a period of the selected type centered on the chosen initial date (default now). We have also improved a bit the set of buttons and added some hotkeys. The order buttons appear to have litle value so they have been removed. We have make the planning gantt view use the default_range "week" and its button "Copy previous week" be only available when the range and the scale are set to "week". Task Id: `3950898` [1]: https://github.com/odoo/enterprise/pull/55618 Co-authored-by: Bruno Boi <boi@odoo.com> Co-authored-by: Mathieu Duckerts-Antoine <dam@odoo.com>