Thursday, February 13, 2025
11 changes · master
Enhancements to existing features
CRM Enterprise now relies on the shared community definition for won/lost opportunity status. This keeps activity reporting aligned with the latest opportunity classification rules and reduces differences between editions.
Original PR description
Move 'won_status' field to community. Task-2654916 Co-Authored-By: Raoulette Co-Authored-By: Micheline
Gantt views now show clearer, more informative date headers and tooltips, making schedules easier to read and less ambiguous. Day and year views were adjusted so hours and months are displayed more comfortably, improving usability across planning-related screens.
Original PR description
We review the group/col headers of the gantt view: - dates are formatted in a way that more information is displayed and should be unambiguous - titles are set: they give more information (or the same information if the original information is precise enough) on the dates - In range 'Day', the hours are no longer set in bold - In range 'Year', the columns have a bigger minimal width so that the months are well separated and readable. Task ID: 4535648
Businesses can once again manage Peppol invoices directly from the Documents app. This helps teams keep electronic invoice processing connected to their document workflow, reducing manual handling and improving operational continuity.
Original PR description
Add back the possibility to handle Peppol invoices in Documents. task-4394408
Marketing automation campaigns can now use filters that update over time, such as targeting customers who ordered within the last three months. Website sales also gains a ready-made anniversary campaign template, helping businesses run timely customer engagement flows without manually refreshing campaign criteria.
Original PR description
Allow marketing activities to composer dynamic domains instead of only static ones. This allows campaigns to specify relative time relations, enabling flows like sending a mailing to users who have ordered something within the last 3 months for example. We also add a "birthday" flow for website_sale that was kept on hold because dynamic domains were not supported. task-4240689
Knowledge articles can now begin directly with an embedded list, kanban, or calendar view and keep that view aligned at the top. Template titles are no longer inserted into the article body, and editing safeguards make it easier to remove the first line while ensuring the article still keeps valid content structure.
Original PR description
This commit adds a new css rule to enable articles starting by an embedded view to stick to the top of the article. This display enables the user to create articles with only their embedded view inside it. This commit also removes the insertion of titles inside the article's body for the helper's templates. These templates should better represent an article containing only an embedded List/Kanban/Calendar. It also adds a new plugin to Knowledge that handles the deletion of an article's 1st line. This way when a user wants a clean article with only the embedded view on top it's easier to do so. This plugins also ensures that every article contains at least a paragraph if it happens the user deletes one too many. task-3231001
Rental, subscription, and appointment sales now follow the updated ecommerce cart process. This keeps these sales flows aligned with the main website shop changes and helps maintain reliable cart behavior for customers.
Bank synchronization and payment initiation now use a richer connection status, giving clearer information about provider support and activation state. The option to initiate payments is shown only when the customer has enabled payment initiation for the connected bank, reducing confusion and preventing unavailable actions.
Original PR description
This commit has 2 different purposes: 1. Connect the bank synchronization and the payment module to a new API route to get the connection status instead of only getting the consent expiring date. This new route still provides the consent expiring date but will also provides more information about the payment initiation. Three new information are provider, whether the payment feature is enabled, whether the payment activation is requested to the provider and whether the feature is activated with the provider. 2. This second purpose is directly linked to the first one, it modifies the Initiate payment visibility. Before it was visible once the bank journal was connected to a bank synchronization, now it's visible once the bank journal has a bank synchronization where the payment initiation feature is enabled by the customer. task-4532157
Bank reconciliation can now use patterns found in transaction details to identify the right reconciliation model. This helps accounting teams match bank transactions more accurately and reduce manual review.
Original PR description
This commit will add the logic to search based on a regex from the transaction details field of the bank rec widget. task: 4378289
Custom reporting filters have been reorganized so their special logic runs only for the specific reports that need it. This reduces unintended effects across other reports and helps keep accounting report behavior more reliable.
Original PR description
This commit makes sure that a custom report adding custom logic for the report filters is doing so in a custom component, not in a patch. This means the logic will only be run when requesting the custom report, not for all reports. task-4510055
French tax report exports can now handle empty declarations, allowing companies to submit a VAT return even when there is no tax to report. The system also creates a follow-up activity when an electronic filing fails, making errors easier to spot without manually checking each company.
Original PR description
There were 2 missing points in the tax report export in France: 1. Not possible to send empty tax report 2. The only way to know if a tax report has an error is to connect to the company This commit solves these issues by the following: 1. Adding `zone KF` to the XML export (and showing a user a warning with `check box "déclaration néant" checked`) which allows for sending empty tax report 2. If the EDI export is in error, an activity is added to the closing entry like the following https://app.excalidraw.com/l/65VNwvy7c4X/7ed0dmqcHNM task-4370133
The mobile emoji picker in Knowledge and chatter now opens in the expected place, replacing the keyboard without letting users scroll outside it. This makes adding emojis smoother and more consistent with the Discuss experience.
Original PR description
**Current behavior before PR:** In mobile view, the emoji picker in the chatter and knowledge modules replaces the native keyboard but does not take its proper position, allowing users to scroll outside the picker. **Desired behavior after PR is merged:** In mobile view, the emoji picker in both the chatter and knowledge modules will function similarly to the discuss module’s picker—replacing the native keyboard and maintaining the correct position. **task-id**:3757047