Odoo Changelog — 2024-07-11

Thursday, July 11, 2024

4 changes · master

New Features(4)

New functionality added to Odoo

[ADD] website_appointment_sale_project: plan tasks from appointments

Enterprisemasterwebsite_appointment_sale_projectMEDIUM

Tasks created from paid appointment bookings now carry the appointment's planned start and end dates in the task scheduling fields. This helps teams see and plan appointment-related work directly in project tasks without relying on description text.

Original PR description

When a task is created from an SO itself generated by an appointment, the task description contains the planned dates of the appointment. This PR places those planned dates directly into the planned_date_begin and date_deadline task fields.

Steps to reproduce:
    - Install the modules appointment, sales, ecommerce and project.
    - Set the up-front payment of the appointment to booking fees.
    - Configure the booking fees to generate a task on SO.
    - Make an appointment and pay.
    - The task should be generated by the correct planned dates values.

Task-3619453

#appointments#project tasks#scheduling#sales

[IMP] account_reports: financial budgets

PR #65006

Enterprisemasteraccount_reportsHIGH

Financial budgets can now be created and managed directly in accounting reports, especially profit and loss reports. This restores the ability to budget against financial accounts and lets users compare and adjust budgets alongside actual accounting results.

Original PR description

https://github.com/odoo/enterprise/commit/14eb7afe3f65b4f3bd91e6ee3095b29439364b68 refactored the Budget app, and made it use exclusively analytic accounting. Doing so, it removed the account.budget.post object, and the ability it gave to create financial budgets (that is, budgets made on accounts directly). We reintroduce this feature in a different form with this commit.

Financial budgets are now handled through the account.report.budget object. This object can be created and populated from a regular form view, but it is also directly integrated into the reports (enabled on all P&L by default), allowing the user to rewrite/complete its content while comparing it with the actual data from the accounting.

task-3634036

#budgets#financial reporting#profit and loss

[ADD] stock_fleet_enterprise: add map and gantt to stock_fleet

PR #66259

Enterprisemasterstock_fleet_enterprisedelivery_bpostdelivery_fedexdelivery_sendcloudMEDIUM

Stock fleet gains map and Gantt views to help teams visualize delivery batches by route and schedule. This makes planning and monitoring fleet operations easier, while related delivery connectors were adjusted to stay compatible with package handling changes.

#fleet#delivery#planning#map#gantt

[ADD] l10n_br_avatax_sale: add support for CNAE codes

PR #65145

Enterprisemasterl10n_br_avataxl10n_br_avatax_salel10n_br_avatax_servicesl10n_br_edi_sale_servicesMEDIUM

Odoo now supports CNAE activity codes for Brazilian AvaTax transactions. Companies can set a primary activity code that is automatically used on sales orders and invoices, while users can choose another code when a transaction relates to a secondary business activity.

Original PR description

A CNAE code determines the type of activity a company is involved in. Companies can be registered to have one or more codes. Transactions are linked to these codes, depending on the exact nature of them.

To support it in Odoo we add a default, primary CNAE code on the company. This is used as a default on both sale.order and account.move. In case a transaction is linked to a secondary activity sector of the company, the user can change it.

The _l10n_br_is_avatax() function in the mixin was changed to a non-stored computed field so it can be used to determine visibility of the new fields in the views.

The res_config_settings_views.xml file was re-formatted because its indentation was inconsistent.

task-3987919

#Brazil#AvaTax#CNAE#tax#sales#invoicing

When a task is created from an SO itself generated by an appointment, the task description contains the planned dates of the appointment. This PR places those planned dates directly into the planned_date_begin and date_deadline task fields. Steps to reproduce: - Install the modules appointment, sales, ecommerce and project. - Set the up-front payment of the appointment to booking fees. - Configure the booking fees to generate a task on SO. - Make an appointment and pay. - The task should be generated by the correct planned dates values. Task-3619453

https://github.com/odoo/enterprise/commit/14eb7afe3f65b4f3bd91e6ee3095b29439364b68 refactored the Budget app, and made it use exclusively analytic accounting. Doing so, it removed the account.budget.post object, and the ability it gave to create financial budgets (that is, budgets made on accounts directly). We reintroduce this feature in a different form with this commit. Financial budgets are now handled through the account.report.budget object. This object can be created and populated from a regular form view, but it is also directly integrated into the reports (enabled on all P&L by default), allowing the user to rewrite/complete its content while comparing it with the actual data from the accounting. task-3634036

A CNAE code determines the type of activity a company is involved in. Companies can be registered to have one or more codes. Transactions are linked to these codes, depending on the exact nature of them. To support it in Odoo we add a default, primary CNAE code on the company. This is used as a default on both sale.order and account.move. In case a transaction is linked to a secondary activity sector of the company, the user can change it. The _l10n_br_is_avatax() function in the mixin was changed to a non-stored computed field so it can be used to determine visibility of the new fields in the views. The res_config_settings_views.xml file was re-formatted because its indentation was inconsistent. task-3987919