Saturday, September 14, 2024
7 changes · master
Enhancements to existing features
Spreadsheet pivot tables now support additional ways to group and break down data. This gives users more precise reporting options directly in spreadsheets, helping teams analyze business information at the right level of detail.
This update standardizes how Odoo verifies user permissions across several business apps, making access decisions more consistent and easier to maintain. It affects areas such as accounting, appointments, CRM/helpdesk, data cleaning, and documents, with minimal direct change expected for everyday users.
Spreadsheet pivot tables now support more detailed time grouping options, making it easier to analyze data at the right level of detail. This updates related spreadsheet panels and behavior so business reports stay aligned with the enhanced pivot view capabilities.
Original PR description
This commit adapts the enterprise codebase to the introduction of new granularities on the pivot view. Task: 4031965
Dutch VAT closing entries now apply the same whole-number rounding used in the tax report. This helps ensure payable or reclaimable VAT totals are consistent when closing tax periods, including simpler reports with a single total line.
Original PR description
Add the tax report integer rounding in the tax closing. Also, add the support to a `total` key in the `vat_results_summary` of `_vat_closing_entry_results_rounding`. That key is used when reports have a single line with the payable/reclaimable vat. task-3691312
The accounting dashboard now uses a new Odoo Finance source to retrieve bank institution information. This helps Odoo hide blocked or unsupported institutions from the dashboard, giving users a cleaner and more reliable selection experience.
Original PR description
The aim of this commit is using a new Odoo Fin route which returns necessary information for the accounting dashboard. This new route allows us to blacklist some institutions to avoid them to appear in the accounting dashboard. task-4150174
Users who open a Point of Sale link without an active session are no longer sent back to the dashboard. The system now starts the session automatically, reducing friction for staff and making POS access faster and more consistent.
Original PR description
Before when trying to access to the POS url with no opened session, the user was redirected to the backend POS dashboard. Now, when the user access to the POS url with no opened session, the session is opened automatically. taskId: 4161131
Helpdesk customer ratings are now clearer and easier to understand, with ratings shown as scores and emojis instead of percentages. The update also simplifies rating setup, improves guidance for teams, and prevents users from rating their own tickets from email templates.
Original PR description
In this commit, improve following changes in helpdesk app - remove the portal_show_rating field and the logic associated to it, rating page is no longer exists after this commit. - add fa-lightbulb…
In this commit, improve following changes in helpdesk app - remove the portal_show_rating field and the logic associated to it, rating page is no longer exists after this commit. - add fa-lightbulb and content on customer rating feature enable on team so that use gets a clear idea about the feature and configuration. - while configure customer ratings and set an email template on stages hide the 'teams' field by default and display the 'email template' field by default in list view. - remove the 'add a description' placeholder and set the 'add a description to help your coworkers understand...' sentence as a placeholder instead. - 'helpdesk: ticket rating request' email template: set 'auto delete' to true by default. - helpdesk overview express ratings as '2.00 / 5' instead of % - display ratings as emojis instead (as in the form/kanban view) and hide the 'rating' label in list view of tickets - disable clicking on the emojis of the rating email template for user so that they can't rated themself. task-3279405