before this commit, purchase_enterprise module is
not adding any functionality to the system, other
than adding few demo data records and passing a
context to an existing action.
initially this module is added to bring the
dashaboard functionality to the purchase app,
but with the introduction of the spread sheet
app, the added dashboard is removed from
the purchase_enterprise app in this
commit: https://github.com/odoo/enterprise/commit/61c8314728fc99dd8c7deb3c55d15e30b4844e18
after this commit, this demo data and context
is moved to the purchase app and remove the
purchase_enterprise app.
closesodoo/odoo#132475
Related: odoo/enterprise#45986
Related: odoo/upgrade#5064
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
Before [1] the demo user only has the basic right. Now it has
the administrator rights and it prevent an easy testing for user
flow.
The demo and admin users get their rights from the common
template with administrator right everywhere. Since it's a
data, we could just remove the administrator level and set
the user level in the demo data.
[1] commit 121cd0d608
X-original-commit: 7b7fdf5d4eb892bfd3c2fdb575264025dca21ca5
Part-of: odoo/odoo#131707
With this PR, the `digest_data` template has been changed, so the `digest_tips`
is not compatible with the new changes.
This commit changes the `digest_tips` data to be compatible with the new changes.
Below are the modules affected:
- account
- crm
- digest
- hr_expense
- hr_timesheet
- im_livechat
- mrp
- project
- purchase
- sale_management
- stock
- website
task-2717426
Part-of: odoo/odoo#89549
RATIONALE
Improve usage of composer in comment or email mode: support batch-posting in
comment, support more configuration from templates, improve global model.
SPECIFICATIONS
Update report_template field on template model to be a many2many field instead
of a many2one. It allows to attach multiple dynamic reports to a given template
instead of being limited to a single one.
Name should now come from the report itself, which should be considered as
complete by itself. Template cannot override report naming anymore.
Task-2868153 (Mail: Allow multi reports in mail templates)
Part-of: odoo/odoo#99482
Allow our users to modify mail template more easily
- make the list accessible from the settings
- give them a link to update relevant views to update header/footer
- make the list and form of templates more readable
- add a description on templates, allowing to describe their usage
In order to better filter templates, a new category field is added that
is computed based on active flag, description being set and the template
having an xml ID. Master templates are active, with a description and an
xml ID.
Update master data to add description on some templates.
task-2944770
closesodoo/odoo#101730
X-original-commit: dfa867343ee8842f3f127ac62584fd471b41dde1
Related: odoo/enterprise#32079
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Add a new subtype_id for 'RFQ Sent' state. This removes
the need to join on mail.tracking.value when computing
'all_sent_rfqs'. Since mail.tracking.value is usually
a big table, removing this join leads to a substantial
speedup when loading the purchase.order dashboard on big
databases.
closesodoo/odoo#96921
Signed-off-by: Arnold Moyaux (arm) <arm@odoo.com>
Purpose
=======
Pictures from the digest emails are currently stored on the database
itself, meaning that if the database expires (e.g. after trial expires) all
pictures from previously sent emails won't be visible.
This is an issue since digest tips are meant as a marketing tool to bring
people to Odoo after trying a database.
Digest pictures are now taken from Odoo's server
(https://download.odoocdn.com/digests) so that the pictures will still
be visible after the database has expired.
From this commit onwards, it should not be allowed to change a digest
picture with the same name (to display a gif of a newer version), since
all databases with previous versions would receive pictures of a version
that does not correspond to theirs.
This also means that everyone client's Odoo server will contain pictures
that are never used. This could be fixed if Odoo stored them somewhere
else and didn't make them dependent from the git repository.
Task-2372195
closesodoo/odoo#87343
X-original-commit: 35157677a2a63a2559a72aff21e62e23a3c671a2
Related: odoo/enterprise#25654
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Improve the design of SO/PO/INV mails together with the other changes of the
release, i.e. fixes a few imprecisions introduced by odoo/odoo#82167.
In particular, these changes enforce
* a responsive, mobile friendly layout tested on many devices and OS
* more generally, a consistent styling. Note that some redundancy in directives
is required for compatibility across email clients.
Translation files are included.
Task-2751139
Follow-up of Task-2712450
See odoo/enterprise#25154closesodoo/odoo#86494
X-original-commit: 4914127b428802d2ff2e15351238a3ffef24b9cc
Related: odoo/enterprise#25306
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
* = sale, purchase
PURPOSE
Purpose of this commit is to improve the 'Pay Now' notification template
used notably when using the "Send by email" button on
* invoices
* sale orders
* RFQ and purchase orders
SPECIFICATIONS
Global specifications
* remove gray background that is around the white content (aka have an
email with an uniform white background);
* move button on top of email like other notification templates (top-left
and company logo is top-right);
* fix various small wording issues;
* fix signature usage;
Technical specifications
Remove custom definition of access links and labels in 'Pay Now' notification
template (``mail_notification_paynow``). It is now done at model level through
the ``_notify_get_groups`` that is generic to notification emails. This allows
to remove QWeb override in purchase and sale notably. Displaying access links
is now controller by the ``has_button_access`` value. Model computes links,
access and labels while view only displays what is requested. That way any
template can use those values instead of being defined in a template subject
to user changes.
Sale / Purchase
Overrides of those modules is not necessary anymore since button labelling
and URLs are managed at model level.
Purchase "specific" buttons for Accept / Update dates are now email layout
actions, like used in other modules like HR or Project.
Continuation of odoo/odoo#76418 .
Task-2712450 (Mail/Sale: Improve 'Pay Now' notification template)
Part-of: odoo/odoo#82167
* = account, purchase, sale
Purpose of this commit is to add signature only if really asked. A variable
is available for that purpose (``email_add_signature``, recently renamed from
``add_sign``). We also correctly check signature is not void or pseudo-void
using tool ``is_html_empty``. Indeed editor may generates pseudo-void content
like ``<p><br /></p>``.
As signature is not added when a template is used (see composer code) we ensure
it is defined in mail templates used in "Send by email" flows. Indeed we cannot
know if a template already has a signature or not. To avoid having twice a
signature no signature is added in email notification layout when a template
is involved.
Continuation of odoo/odoo#76418 .
Task-2712450 (Mail/Sale: Improve 'Pay Now' notification template)
Part-of: odoo/odoo#82167
Jinja as a templating engine was problematic in differents respect:
- introduce external dependency to Odoo (less controll)
- add another templating mechanism in the stack
- specific feature in qweb cannot be reused
- difficulty in rendering easily editable templates
- more knowledge required with no betterment
By replacing jinja with qweb we can now build tools to edit a qweb
that will work with the previously jinja encoded document
(essentially `mail.template` records).
There is a catch however. Some email fields (eg. email_to) used jinja
syntax for rendering dynamic variables (ie. ${object.something} and
${object.something_that_should_not_be_escaped | safe}).
We still want user to use dynamic variables for some char fields (eg.
subject, from, to, ...). We made a new rendering engine called
"inline_template" that will render an expression enclosed by `{{` and
`}}`.
To be able to edit the templates from the backend interface, a
plugin to the Odoo editor has been made for seamlessly edit the
document.
This qweb plugin includes:
- make dynamic variables (eg. `<t t-out="variable"/>`) not editable
(for preventing the user to shoot himself in the foot)
- group and hide related logical branching (ie. t-if, t-elif, and t-else)
in order to see only one at once
- a floating select input to switch visibility of a particular logical
branching
Task-27033
X-original-commit: odoo/odoo@68182baff4
Part-of: odoo/odoo#77377
Show the purchase orders which are in state "RFQ sent" on the portal
using two separate blocks (Requests for Quotation & Purchase Orders)
as done in Sales (Quotations & Sales Orders)
closesodoo/odoo#61035
Task: 2035476
Signed-off-by: William Henrotin <Whenrow@users.noreply.github.com>
PURPOSE
Clean organization of templates in odoo apps: mail.template records in data,
qweb templates (views) used directly in code, notably using post with view.
Purpose is to ease future improvements in posting based on templates.
SPECIFICATIONS
* move those templates in their own file to ease their discovering and
maintenance;
* put them into data (as those are not views even if it contains qweb)
* guidelines are now :
-> Qweb templates should be in data/mail_templates.xml;
-> mail.template records should be in data/mail_template_data.xml;
* put their declaration in no update when not done if template has no
technical code or complex dependency on underlying code;
* move found mail data (mail.message.subtype or mail.activity.type) records
in a mail_data file that should contain only "core" records linked to mail;
LINKS
Task ID-2375767
COM PR odoo/odoo#61814
ENT PR odoo/enterprise#14775
UPG PR odoo/upgrade#19366
Before this commit, creation of demo data purchase order wasn't into the
`noupdate` tag. So, if one of these records is manually deleted, then
purchase is updated, the record will be created again.
X-original-commit: d514f8dbbbacef58ce7ec1981e5ed321f6cf3bb4
PURPOSE
Review the tips and digest layout design to make sure they have a WOW effect
and increase trial conversion/retention.
SPECIFICATIONS
“How to keep late receipts under control?”
“Never miss a purchase order”
See code for specifications.
LINKS
Task ID-2274264
COM PR: odoo/odoo#53580
ENT PR: odoo/enterprise#1139
X-original-commit: 9cab3aea9a06e442f37329d350e9ecec41ca4911
In stock:
1. remove string of action_show_details button, only show icon
2. late filer have been megered with planning issues filer,
update the name. (also in mrp)
3. add width to json_lead_days_popover field to show it properly
4. change inventory adjustment empty screen image.
In purchase:
1. in reminder mail, show "undefined" when no date. This will
only be shown in preview. When no date, we won't send reminder mail to
the vendor.
2. remove old book icon for document in setting.
3. check if there is date_planned when craete a confirm date url
4. RFQs late filter now show all late RFQs with in state "draft",
"sent", and "to approve".
5. improve the the words in KIP and empty screen and list view
Task 2298950
PR #55155closesodoo/odoo#55740
Related: odoo/enterprise#12344
Signed-off-by: Arnold Moyaux <amoyaux@users.noreply.github.com>
Purpose of the task is, we have added the activities on various
listviews, the goal of this task is to update SO/PO/invoice demo data
with activities and also set tags on sales orders.
So in this commit, We added the activity on several SO/PO/Invoices and
also added the some tags one sales order and set the user as False
where the user is set as 'Odoobot'.
closes odoo/odoo#51799
Taskid: 2254708
Closes: #51799
Related: odoo/enterprise#10743
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Some change to imporve reminder mail usability:
1. Scheduled date on POL of the PO form now is always editable.
2. Improve tooltip for the reminder email
3. don't show number of days when reminder email not checked on
both PO and partner form.
4. only show "confirm receipt date" button in debug model
5. In the mail, format date by partner.lang
6. Add button to send preview reminder mail
7. On default, receipt_reminder_email on res.partner is False
8. merge expected_date with date_planned (done by FP)
Task 2265912
PR #52693
1. automatically send a reminder mail to vendor to confirm the receipt
date. If confirmed, (confirmed by vendor) will be added next to the
receipt date. If not, vendor can update the date on the portal website.
An warning activity will be set for the purchase representative for this
update.
2. Vendor can also comfirm recieption of the PO when we 'send PO by mail'.
If confirm, (confirmed by vendor) will be added next to the confirmation
date. An filter is added in the PO search view to show all unconfirmed
PO.
Task 2230811
PR #49921
Signed-off-by: Simon Lejeune (sle) <sle@openerp.com>
RATIONALE
Mail template model holds a field telling odoo mail engine to automatically
add the current user's signature to the body. Its use depends on the use
case
* using the template in the composer on a single record: it is displayed
in the rendered template in the composer, meaning people could change it.
This behavior is interesting as it allows to see the email content;
* using the template in the composer in mass mail mode: it is not displayed
as only the raw jinja is displayed. It is therefore not obvious that it
will be appended to the body of the mail. People could add it manually and
have 2 signatures as a result;
A mechanism automatically adding a signature to sent emails when posting a
message is already implemented and is based on template existence. If a
template has been used when posting, no signature is added in sent emails.
Otherwise it is automatically added. This behavior should not change.
Behavior will therefore be
* use a template -> specify signature usage in it manually through jinja;
* do not use a template -> signature added in sent emails;
SPECIFICATIONS
Remove user_signature.
Update template body accordingly. In customer oriented templates that are using
it and do not already contain it, manually add a call to user.signature within
the jinja code. When set to False, just remove its declaration.
Quickly clean some signature integration.
LINKS
Task ID 2089252
Community PR odoo/odoo#39482
Enterprise PR odoo/enterprise#6459
Upgrade PR odoo/upgrate#761
Related: odoo/enterprise#6459
Related: odoo/upgrade#761
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Michaël Mattiello <mcm@odoo.com>
Co-authored-by: Thibault Delavallée <tde@odoo.com>
Modify purchase report in order to make it consistent with
sales report.
For the RFQ it will show the Order Date and for the Purchase order
menu it will display the Confirmation Date.
Also rewrite a bit the SQL view in order to compute every purchase
order in the company currency.
Technicaly rewrite the SQL alias in order to have a report more
readable in the future.
Task ID : 1857130.
closesodoo/odoo#28248
Signed-off-by: Arnold Moyaux <amoyaux@users.noreply.github.com>
Purpose of the task is some demo data values are not matching with the products
mentioned so update the demo data values with matching product.
Task: 1892754
closesodoo/odoo#28573
When an email was sent from a PO, the sender was by default the user who created the PO.
The sender is now replaced by the current user.
TaskID: 1934477
closesodoo/odoo#30660
Usability change:
- Remove amount from RFQ template
- Remove origin from both templates
- Modify last sentence to a proper English
- Add partner reference in PO template
Technically remove the conidtion on object state in
order to guess if it's a RFQ or a PO since the check
is already made in python and it exists a template
for the RFQ and a template for PO.
This commit is related to task ID 1835441
Purpose
=======
- Quickly share the url to someone else (a client, a colleague,...)
- Ensure that the recipient can access at least
the portal view of the shared record.
- Typically used when a client cannot retrieve the mail to access his order.
The share link can be used in this case.
Specifications
==============
For any object inheriting form portal.mixin:
- Add a button SHARE (not visible in edit mode)
- When clicking on this button, a popup opens with :
- A warning message for tasks and projects only (see below)
- the link (like in gmail) that can be copied
- Recipients
- mail composer (with preselected template) ==> see below
- button [Send Link] [Copy Link] Discard
- After sharing document, put internal note like
"Document shared to xyz,...." with template message
- Anyone with the link, even anonymous user (not logged in) can have access
to the document with the access token provided in the url.
Impacted models:
- account.invoice (Community)
- project.project (Community)
- project.task (Community)
- purchase.order (Community)
- sale.order (Community)
- helpdesk.ticket (Enterprise)
Warning messages and access rules:
Allowed :
- SO canceled or draft will be accessible with the link
with access_token
- If the customer account is B2B (signup not enabled), the recipient
will anyway see the document as the user specifically wants the
recipient to see the document.
Restrictions :
- For Project and Task, if the privacy is not public, then, there is a
contradiction between the access_token mechanism
and the privacy of the document.
- A warning message will be displayed in the share wizard to inform the
user if the document cannot be visible by the recipients and to
ask him to set the privacy to 'Visible by following customer'.
The send button will, in that case, be hidden.
- To avoid to block the share for a new project, default privacy value
is now set to 'Visible by followong customer'
Technical implementation
========================
- Move the access_token mechanism (field + methods + mail controller)
to the portal.mixin to be able to use it in a generic way for each object
inheriting the portal.mixin
- Generalise a part of the _*model*_get_page_view_values method
into a single one in portal
- Generalize the _*model*_check_access into the portal controller of the
portal module
- Remove the init_column + default value for the access_token
> old records have an access_token,
> new one won't but it will be generated on demand via the get_access_token
Done for performance reasons
- Add share button into action menu separately. + kanban view context menu
(except for task and project where button not in action menu but 'simple'
button for task and project because other modules already provide action
to send documents by email, which is not the case for project and task.)
- Add a sign_token used to authentify the recipient in the portal view chatter,
if any. The message will be posted as if the user was logged in.
- Set the _get_share_url as private for security reason
- Add a redirect parameter to _get_share_url to get
If false : The direct portal view url
If True : The redirect url (mail/view/?)
- Cleaning up unnecessary code
- Bug fix :
- Before, if user was not logged and record had partner_id,
if partner id was null, post message was done as admin.
Now, the post message is done as public user.
- If the user had an uid but had no access_token, he could be able
to gain the access token of the record.
check_access_rights was missing in the get_access_action.
Task ID : 30985
Closes#25629
In this commit we improve templates used in purchase. Purpose of this commit
is to have templates that embed or use standard Odoo email layouts to make
them look modern and have a common style across all emails.
Main guidelines
* better use of div / p / br to try to lessen layout issues, especially
when updating templates using the editor;
* correctly sequence the templates fields definition;
* correctly set templates values notably auto_delete and user_signature
fields to avoid confusion;
* correctly layout the email content using light notification email. It
can either propagate the layout choice through various send mail methods
or directly embed the styling in the templates for more technical or
complex templates;
* use email_formatted computed field when possible to avoid having hand-made
from / to addresses;
* fix various typos and improve subjects when necessary;
Content of emails is not necessarily updated as the purpose of this task is
about styling, not content itself.
This commit is linked to task ID 1843151 (and 1868112) and to PR #25346
(and #25889).
Purpose
* use the new notification template allowing to display the payment button
only in emails;
* reorder the fields definition to ease the reading;
* slightly clean the email body using a maximum of div and br tags as it
seems better integrated with Odoo edition capabilities;
This commit is linked to task ID 1860049 and PR #25824.
PURPOSE
=======
1. Unified product demo data
2. Less demo: one per use case
3. Demo data for all models
Specification
=============
1. Refactor all the brol in the demo data
2. Adapt the tests to make them green, as some products are
renamed, removed, created in python instead of as demo data
...
formataddr (from the email python library) writes email_from as '"name" <email>'
in the email_from field of the mail.compose.message record.
When the mail is rendered, onchange_template_id is triggered.
This then overwrites the values of email_from among other fields.
What happens is that it uses the email_from field from the template to render
the email_from, bypassing what was put by formataddr before.
What happens in some cases is that it is rendered as 'name <email>'
(note the quotes have been stripped away).
If name contains arbitrary symbols, e.g. name = 'pépé [company] <pdg>, ohlala',
then getaddresses which is supposed to parse the (name, email) pairs gets thrown
off (in particular, <pdg> will be interpreted as an email address, and many
other problems with the various special symbols).
It then gives these wrong elements as email addresses, which will usually crash
when getting non-ascii symbols (i.e. these strings don't respect the relevant
RFC for email addresses).
Closes:
https://github.com/odoo/odoo/issues/23502https://github.com/odoo/odoo/pull/2311823118
opw 815202
opw 1824243
We want to break the dependency between stock and purchase
for our furtur developpement. For more modularity, a new
bridge module 'purchase_stock' is created.
This commti move part of business code, views, data, ...
related to stock management from purchase into purchase_stock
without changing any feature.
Task #47927
In 41ffb503 the "Invoice Notification Email" and "Sale Order
Notification Email" were modified so the company used was the one of
the object if available or the sender otherwise.
This had not been done for the "Purchase Order Notification Email" which
was added in saas-14 which might be unexpected.
Also as in 7a03f9ce9 specify the company when displaying the logo.
opw-1838112
closes#24344
Steps to reproduce the bug:
- Set a multi company environment with two company A and B
- Set user admin in company A
- Set user demo in company B
- Create a PO with user demo
- Send a RFQ
Bug:
The company of the admin user was displayed in the footer of the email.
The function _notify called on res.parter model is called in sudo by
the function _notify on mail.message model.
The function render_template on mail.template model uses the user defined
on self.env to render the template. So the user admin was always used.
opw:1835647
Yannick Tivisse