Wednesday, July 10, 2024
9 changes · master
Enhancements to existing features
Marketing campaign activities now show a clearer summary of what each activity will do, including its starting point, related action or message template, trigger, and expiry timing. This helps users understand and review campaign steps more easily, with a small wording correction in a campaign template.
Original PR description
### Purpose Clarify what an Activity of a Campaign will do, while cleaning up the form view as well. ### After this PR ##### Commit 1 This commit adds a summary to the activity wizard form view. This summary describes the activity with its starting point, linked Server Action or Mail/SMS Template, trigger type, and its expiry duration. This commit also cleans up the form view. ##### Commit 2 Fixed typo mistake in Marketing Activity Campaign Template. - address → addresses Task-3603463
This update adds support for tracking when a WhatsApp contact or user was last seen. It helps teams better understand recent activity while keeping related security checks covered.
Original PR description
PR community: https://github.com/odoo/odoo/pull/169737
Warehouse users can collect a customer signature directly while processing outgoing delivery orders in the barcode app. This helps ensure deliveries that require proof of receipt are signed before validation, reducing missing-signature follow-up work.
Original PR description
Added in this PR 1. If the user has `stock.group_stock_sign_delivery` activated, a `Sign` button is added to the gear context menu for `outgoing` pickings. 2. When the `Sign` button is pressed, a dialog box is opened to take the signature drawing input from the user. `partner_id` is supplied as a default name for convenience too. The dialog box approximately replicates the functionality of `SignatureWidget` in the backend. 3. Signatures are checked before validation for `outgoing` pickings: if they are not supplied, the sign dialog is opened. After the signature is supplied from the user, picking gets validated automatically. 4. Batch pickings are not included in this PR. task-3601184
Colombian electronic invoicing can now handle separate operation modes for different document types, such as electronic invoices and support documents. This lets a company configure the right software credentials for each document flow instead of being limited to a single setup.
Original PR description
[IMP] l10n_co_dian: enable multi operation mode The issue is that Odoo will offer the solution to generate multiple Types of Documents: Electronic Invoices, Support Documents..etc At the moment, Odoo will only let us input one Software ID, so it will not be possible to generate 2 or more Types of Documents Solution: create new model 'l10n_co_dian_operation_modes' with the required fields to allow having multiple operation mode for the same company and decide which mode we should take based on the move type task-id#3998165 upgrade-pr#https://github.com/odoo/upgrade/pull/6219
Brazilian electronic invoices sent through Avatax now include the invoice payment terms. This helps meet government and customer expectations while keeping discount-related amounts reported at their full value until actual payment behavior is known.
Original PR description
To conform to government and customer expectations, we have to inform them of the payment terms set on the invoice. The vNet, vOrig, grossValue and netValue keys are required but meant to record "payment discounts". In Odoo the closest concept is the early_discount feature on payment terms. But we don't know if this early discount applies when we e-invoice, it's only known when the customer pays. Because of this, we always send the full amounts in these fields. At a later stage we can see if/how we should support this. task-3968325
Sales documents, quotes, invoices, and portal previews for US and Brazil companies using AvaTax can now hide the crowded tax column. This keeps customer-facing documents easier to read when many taxes apply, while allowing the behavior to be controlled by company or localization rules.
Original PR description
[IMP] account_avatax, l10n_br_avatax, sale: Hide tax column for US & BR based companies in some scenarios users can see several taxes listed in the "Taxes" column in the PDF report (for SO, quotes, invoices, etc). Having the column oversaturated with all the taxes can represent a problem for our users. it's a pain currently and we predict that we are going to receive this kind of request also for other countries and in case of multi-company we enforce the company be a USA/Brazil country base Solution: 1- Add new stored column to control showing the tax column through allowing any module to overwrite it. 2- Use the new column 'show_tax_column' to hide the tax column in portal preview and PDF report for US/BR that has avatax active Task-3864811 odoo-pr#https://github.com/odoo/odoo/pull/170705
Point of Sale can now use a customer's email address and mobile number for marketing communication. This helps businesses follow up with shoppers more easily after in-store purchases, including through WhatsApp-enabled workflows.
Original PR description
*: whatsapp, whatsapp_pos Before this commit: ========== - There is no feature for marketing in Point of Sale. After this commit: ========== - Now, we can use the customer's email and mobile number for marketing in Point of Sale. task-3872538
Bank reconciliation can now be created directly from the Kanban view without opening a separate popup. This streamlines the workflow and makes the process feel more consistent with other Odoo apps such as CRM and Project.
Original PR description
This commit adds the quick create feature to the bank reconciliation kanban view. (no more popup) In order to make bank reconciliation more intuitive and overall easier to use, we are opting for a quick create feature that is similar to the way it currently works in apps like CRM or Project. This makes the reconciliation flow a lot more streamlined. Task ID: 3916563
Graph views and some pivot-related components now load only when they are needed. This can make affected apps open faster and reduce unnecessary browser work, while keeping reporting features available when users access them.
Original PR description
We make the graph view and its js classes be lazy loaded. For simplicity some js classes of the pivot view are lazy loaded too. We plan to lazy load the pivot view and its other extensions/patches in the near future. Task ID: `3546321`