In Odoo 9.0, the field `company_id` has been moved
from the `res.currency` model to the `res.currency.rate`
model.
The different reports applying the currency rates on the amount
at date have not been updated according to this change. This
includes the sales, purchases and invoices analysis report.
Basically, before 9.0, there was one `res.currency`
per existing currency per company. A simple `JOIN`
on the `res_currency` table was therefore enough
to apply the currency rate.
From 9.0, the currency records are shared between
companies. It's the rates (`res.currency.rate`) that can be
set a on specific company. The simple `JOIN` on
`res_currency` is therefore no longer enough: the company condition
must be added. Only rates from the specific company
(e.g the company of the invoice) must be considered, or rates
without companies.
We take the opportunity to factor out the method, so, if a correction
must be done, it must be done in one place only.
opw-669129
- Preserved explicit 3rd-party copyright notices
- Explicit boilerplate should not be necessary - copyright law applies
automatically in all countries thanks to Berne Convention + WTO rules,
and a reference to the applicable license is clear enough.
Rebasing a merge commit with a lot of conflicts is a real pain as every
non-automatic conflicts should be redo manually (especially when there
is a lot of file rename that git cannot follow)
- Several Modules have been splitted into several apps
Examples :
Human Resources : Splitted into Leaves, Recruitment, Expenses, Appraisals, Timesheets, Employees, Payroll
Marketing : Mass Mailing, Events, ...
Messaging : Chat, Agenda, Notes, Address Book, ...
- Generally, the related reports have been moved in the apps, as last menu
- Also, configuration menu (no_one group) have been moved into a config root menu
exception made for the warehouse and lunch modules
- Configuration for typical frontend modules have been moved into the website settings
Related modules : Ecommerce, blog, slides, forum
- When they are present, menus like 'product' or 'customers' have been moved
ex : Customers in Sales menu, Product in POS menu
- A lot of sequences and xmlids have been added or modified in this commit
- List of apps :
1 Chat : Inbox, Channels
2 Agenda : Calendar
3 Notes
4 Address Book : The view contact is still laying in the mail module (1 app => 2 icons)
5 eCommerce : Still to define : Config + Orders Analysis + Shipping + incoming Amazon module
6 Sales : Dashboard (Sales Team Kanban), CRM, Sales (note that they are splitted into 2 submenus)
Assignation, After-Sales (Invoicing and Services), Reports
7 Point of Sale : Dashboard (POS status), Orders, Reports
8 Project : Dashboard (Project Kanban), Search (all tasks, issues), Incoming Forecasts module, Reports
Project.issue.version feature has been removed completely
9 Members : Dashboard (Members Kanban), Report, Config
10 Timesheets : Time Tracking, Approvals, Reports
11 Purchase : Purchase, Control (Products and Bills)
12 Warehouse : Dashboard (Warehouse Kanban), Operations, Inventory Control, Schedulers, Configuration
13 Manufacturing : Same menu structure
14 Mass Mailing : Mailings, Campaigns, Reports
15 Events : Events, Reports
16 Lead Automation : Campaigns, Reports
17 Surveys : Surveys, Reports
18 Human Resources : Dashboard (Departments Kanban), Employees, Contracts, Engagement (Gamification)
19 Recruitment : Job Positions, Applications, Resumes & Letters, Reports
20 Expenses : Expenses, Approvals, Reports
21 Leaves : My Leaves, Approvals, Reports
22 Appraisals : Appraisals, Interview, Reports --> Will probably be modified by the incoming refactoring
23 Payroll : Current Menu
24 Lunch : My Lunch, Manager, Configuration
25 Accounting : Same menus currently, waiting the new accounting to be merged
26 Fleet : Current menu
27 Sign : Incoming docusign module
28 No root menuitem with this sequence
29 Attendance : Attendance, Reports
Sign in/out by project feature has been removed completely
30 Link Tracker (group_no_one) : Link Tracker, UTMs
New view added : URL Shortner, which is the frontend view embedded in backend
31 Versionning : Website domain, Versions, Experiments
32 Slides (group_no_one) : Channels, Categories, Slides, Tags
33 No root menu item with this sequence
34 Livechat : Channels, History, Reports
35 Dashboards : My Boards, Configuration
36 App Store : Local Modules, Apps, Updates
Last Settings : Incoming Dashboard Settings, Sales, ...., Website Settings
General Pattern for all modules' settings :
| Module_name
|-- Settings : General Config view (checkbox screen)
|-- Record setting 1
|-- ...
|-- Record setting n
Example for Sale module
| Sales
|-- Settings : Checkbox screen
|-- Quotations
|---- Quotation Templates
|---- Report Layout Categories
|---- Contract Template
|---- Invoice Type
|-- Contract
|---- Deduplicate Contacts
|-- Delivery
|---- Delivery Methods
|---- Delivery Pricelist
Fix stock warehouse column on purchase report,
we need to join stock_picking_type and stock_warehouse
in order to have the warehouse itself
Closes#6409
This commit fixes lots of usability problems in the reporting views.
eg: missing fields in the reports, labelling inconsistencies, broken/outdated/unused filters and group bys...
Detailed changelist
-------------------
account/Invoice Analysis:
- "Product Category" vs "Category of Product": labelling consistency
- group by Analytic Account
account_voucher/Sales Receipt Analysis:
- remove filter on Pro-forma
crm/Lead & Opportunities Analysis:
- "Exp." vs "Expected": labelluing consistency
crm/Phone Calls Analysis:
- remove Todo and My Phone Call filters
- fix My Sales Team(s) filter
crm_claim/Claims Analysis
- remove My Case(s) filter
- fix My Company(s) filter
- remove group by Sales Team
- fix label Creation Month
crm_helpdesk/Helpdesk Analysis
- remove My Case(s) filter
event/Events Analysis
- remove My Events & Show Confirmed Registrations filters
- fix labelling of Attendee / Contact group by
hr_holidays/Leaves Analysis
- remove My Requests filter
hr_recruitment/Recruitment Analysis
- remove My filter
marketing_campaign/Campaign Analysis
- fix labelling
mrp_operations/Work Order Analysis
- add fields Product Template, Product Category, Responsible, Routing
and BoM
- fix labelling group by Planned Month
point_of_sale/Orders Analysis
- add fields Product Template, Invoiced, Point of Sale, Public Category,
Warehouse and Pricelist
- fix Year filter
project/Tasks Analysis:
- remove My Task filter
project/Issues Analysis:
- remove My Issues filter
- remove Task group by
purchase/Purchase Analysis:
- fix quantity field into float
- add fields Product Template, Product Category, Partner Country, Fiscal
Position, Analytic Account and Commercial Entity
- add group by Partner Country and Fiscal Position
- fix labelling "Product Category" vs "Category of product"
sale/Sales Analysis
- fix labelling "Product Category" vs "Category of product"
- add fields Product Template, Paid, # of Paid Lines, Partner Countru
and Commercial Entity
- remove filter My Sales
- add group by Partner Country
sale_stock/Sales Analysis
- fix label name of shipped_qty_1
Credits
-------
Analysis and code courtesy of Sébastien Versailles, Quentin De Coninck,
Yannick Tivisse and Richard Mathot {sve,qdc,yti,rim}@odoo.com
(congratulations if you've read this boring commit message)
* remove old 'day', 'month', 'field' and replace them by the actual
date/datetime field
* remove weird cast to char when creating the view to prevent crash
when grouping on them
* remove duplicates (such as 'creation_date' and 'create_date')
* fix typing errors (field type date defined as a datetime in the
postgres view)
* fix search view definition
Christophe Simonis