Friday, March 7, 2025
7 changes · master
Enhancements to existing features
The Appraisals app now includes a guided wizard to create appraisal records for several employees at once. This makes bulk appraisal planning available directly where HR teams manage appraisals, reducing extra navigation and manual work.
Original PR description
Appraisals could be created for multiple employees from the list view in the Employees App. However, this feature isn't present in the Appraisals app. This feature should be directly accessible from the Appraisals app. Hence, a new wizard is created to ease that process. The same wizard will also be used to create multiple appraisals from the Employees app. task-4191714
When a subscription is renewed or upsold, the new order now automatically includes the same followers as the original subscription. This reduces manual work and helps keep the right people informed on follow-up sales activity.
Original PR description
Before this commit, when a renewal or upsell order was created, the followers from the parent subscription were not carried over. Users had to manually add these followers to the new order. In this commit, followers from the parent subscription are automatically copied to the renewal or upsell orders. task-4355082
The payroll dashboard now gives clearer guidance when there are no payroll batches, and the Notes page replaces an external tips link with a warning message. Contract actions are also cleaner because the Index Contract button only appears after selecting records.
Original PR description
In this PR, - The link to "Payroll Tips & Tricks" has been removed from the Notes page and replaced with a warning message. - The Dashboard will display a helper message when no batches are available. - In the contract list view, the 'Index Contract' button will only be visible when at least one record is selected. Task-4199423
Rental-related sales and stock flows now use a more reliable way to check whether optional feature groups are enabled. This helps internal users, portal users, and public website visitors get behavior that consistently matches the company’s configured settings.
Original PR description
task-4048356
Commission plans now apply a parent category rule to child categories when no more specific child rule exists, helping businesses avoid missed commissions. The rule list is also ordered so more specific lower-level rules appear first, and partner level views show the default commission plan more clearly.
Original PR description
Before PR: - If we have a parent category and child category, and we have a commission rule for parent category, then it will not work for child category. - Commission rules are not displayed in proper order After PR: - Commission rule for parent category will work for child category if no specific commission rule is defined for child category. - Lower level commission rule is now displayed first in the list. Task - 3495956
Users can now manually mark partially matched vendor bills as matched in GSTR-2B reconciliation when valid exceptions fall outside automatic matching tolerances. The change also records these manual decisions in the bill history and allows users to revert them if needed.
Original PR description
For GSTR-2B When matching the vendor bills, there can be the possibility that certain vendor bills should be fully matched but due to not handling certain tolerance for specific/exception vendor bills, the user should have a option to manually match the vendor bill. This commit adds a new selection value `manually_matched` for the field `l10n_in_gstr2b_reconciliation_status`, the user can manually matched the `partially matched` vendor bills from bill form view. also there is functionality to revert back the manually matched bill to partially match. When the user will do the manually match all the exception will be logged in chatter and exception message will be removed from the form view header. Also made the `l10n_in_gstr2b_reconciliation_status` field tracking true and added partner check in gstr2b matching as partner field can be false sometimes. task-3932709
Point of Sale now checks whether an order has actually changed before sending it to the backend. This reduces unnecessary synchronization requests, helping improve performance and reliability during sales operations.
Original PR description
To reduce the number of sync_from_ui requests, a new mechanism has been introduced to detect changes in records. This ensures that a backend sync is triggered only when an order has been modified.