Odoo Changelog — 2025-01-22

Wednesday, January 22, 2025

3 changes · master

Improvements(3)

Enhancements to existing features

[IMP] {website_}appointment{_crm} : staff user assignation for the appointment types of visitors.

Enterprisemasterappointmentappointment_crmwebsite_appointment_crmappointment_hrtest_appointment_fullMEDIUM

Returning visitors booking the same appointment type are now kept with their previously assigned staff member when that person is still available, reducing duplicate leads and making follow-up easier. Upcoming appointment notices now appear above the calendar, so visitors can still see available booking options while being reminded of their existing appointment.

Original PR description

[IMP] {website_}appointment{_crm} : staff user assignation for the appointment types of visitors.

Description of the issue/feature this PR addresses:
When a visitor books several appointments for a specific appointment type, for each of them a lead is be created. The lead will be assign to the staff user selected by the visitor on the appointment type page. So if the visitor chose each time a different staff user, there will be multiple leads for an appointment type and for a visitor but with different salespersons. So the management of the leads is complicated.

Current behavior before PR:
If the appointment does not authorize a random assignation of a staff user, the visitors can choose any of the available ones

Desired behavior after PR is merged:
For an specific appointment type and for a specific visitor, if a lead already exists and the staff user is assigned to it is still available, this one is chosen for the next appointment. Thus the selector widget is not present anymore.

If an ongoing lead with the same staff user, appointment type and partner already exists, this one must be link to the event and no lead must be created.

[IMP] {website_}appointment{_crm} : change the dislayed of the upcoming appointment alert.

Description of the issue/feature this PR addresses:
The upcoming appointment alert must be displayed above the calendar like all the other alerts

Current behavior before PR:
If an appointment is coming soon, the visitor lands on a specific page, where he cannot create a new appointment and where an alert offers him the possibility to check the upcoming appointment or create a new one.

Desired behavior after PR is merged:
The alert message informing the visitor that he has an upcoming appointment must be displayed above the calendar. Only a button giving him the possibility to check this last one must be present in the alert message.

task-4247031

#appointments#crm#lead assignment#visitor experience

[IMP] voip: introduce SharedWorker WIP

PR #69964

EnterprisemastervoipHIGH

This change improves the VoIP experience by coordinating call activity across multiple browser tabs. Users should see ongoing calls consistently when opening new tabs, with safeguards to reduce duplicate actions and conflicting calls.

Original PR description

TODO:
1. error message boardcast
2. block action when sending messages? ...

#voip#calls#browser-tabs#reliability

Master appointment crm assign the same salesperson alan

PR #77569

Enterprisemasterappointmentappointment_crmappointment_hrtest_appointment_fullwebsite_appointment_crmMEDIUM

Repeat bookings for the same appointment type now stay with the same available staff member, reducing duplicate or fragmented sales follow-up. Visitors also see upcoming appointment reminders directly above the calendar, making it easier to review existing bookings without blocking new scheduling.

Original PR description

[IMP] {website_}appointment{_crm} : staff user assignation for the appointment types of visitors.

Current behavior before PR:
If the appointment does not authorize a random assignation of a staff user, the visitors can choose any of the available ones

If an ongoing lead with the same staff user, appointment type and partner already exists, this one must be link to the event and no lead must be created.

[IMP] {website_}appointment{_crm} : change the displayed of the upcoming appointment alert.

Description of the issue/feature this PR addresses:
The upcoming appointment alert must be displayed above the calendar like all the other alerts

task-4247031

#appointments#crm#salesperson-assignment#visitor-experience

[IMP] {website_}appointment{_crm} : staff user assignation for the appointment types of visitors. Description of the issue/feature this PR addresses: When a visitor books several appointments for a specific appointment type, for each of them a lead is be created. The lead will be assign to the staff user selected by the visitor on the appointment type page. So if the visitor chose each time a different staff user, there will be multiple leads for an appointment type and for a visitor but with different salespersons. So the management of the leads is complicated. Current behavior before PR: If the appointment does not authorize a random assignation of a staff user, the visitors can choose any of the available ones Desired behavior after PR is merged: For an specific appointment type and for a specific visitor, if a lead already exists and the staff user is assigned to it is still available, this one is chosen for the next appointment. Thus the selector widget is not present anymore. If an ongoing lead with the same staff user, appointment type and partner already exists, this one must be link to the event and no lead must be created. [IMP] {website_}appointment{_crm} : change the dislayed of the upcoming appointment alert. Description of the issue/feature this PR addresses: The upcoming appointment alert must be displayed above the calendar like all the other alerts Current behavior before PR: If an appointment is coming soon, the visitor lands on a specific page, where he cannot create a new appointment and where an alert offers him the possibility to check the upcoming appointment or create a new one. Desired behavior after PR is merged: The alert message informing the visitor that he has an upcoming appointment must be displayed above the calendar. Only a button giving him the possibility to check this last one must be present in the alert message. task-4247031

[IMP] {website_}appointment{_crm} : staff user assignation for the appointment types of visitors. Description of the issue/feature this PR addresses: When a visitor books several appointments for a specific appointment type, for each of them a lead is be created. The lead will be assign to the staff user selected by the visitor on the appointment type page. So if the visitor chose each time a different staff user, there will be multiple leads for an appointment type and for a visitor but with different salespersons. So the management of the leads is complicated. Current behavior before PR: If the appointment does not authorize a random assignation of a staff user, the visitors can choose any of the available ones Desired behavior after PR is merged: For an specific appointment type and for a specific visitor, if a lead already exists and the staff user is assigned to it is still available, this one is chosen for the next appointment. Thus the selector widget is not present anymore. If an ongoing lead with the same staff user, appointment type and partner already exists, this one must be link to the event and no lead must be created. [IMP] {website_}appointment{_crm} : change the displayed of the upcoming appointment alert. Description of the issue/feature this PR addresses: The upcoming appointment alert must be displayed above the calendar like all the other alerts Current behavior before PR: If an appointment is coming soon, the visitor lands on a specific page, where he cannot create a new appointment and where an alert offers him the possibility to check the upcoming appointment or create a new one. Desired behavior after PR is merged: The alert message informing the visitor that he has an upcoming appointment must be displayed above the calendar. Only a button giving him the possibility to check this last one must be present in the alert message. task-4247031