When duplicating a quotation with a template, the order date is set
to today's date. But the validity date was duplicated which was wrong.
Now the validity date is computed according to the template and not duplicated.
opw:744671
Currently the link is always the website link once website_portal or
website_quote is installed. However it is better to use the generic
/mail/view controller that chooses the right redirection depending on
the user trying to access the document.
This commit also fixes redirection in website_quote that is always
redirecting to the front-end. Classic users should land on the backend.
Indeed seeing the front-end page is rarely interesting for them.
When creating a SO with a quote template(QT), the website_description
of the QT is transfered with the lang of the partner to the field
website_description of sale.order model(in onchange_template_id on
sale.order model). But when changing the partner_id on the SO, the
lang of the new user was taken into account.
opw:697893
To have the same behavior when the variant is added manually on the SO
or when it's added with a sale.quote.template. The description on the
SO line must include the default_code and the name of the variant.
opw:725072
Portal has access (read only) to partner, pricelist,
taxes, ... These access were given to display informations
on portal pages. Since, these are not very secure, we
remove the access right.
Some modifications are required to make the portal work again :
- 'sudo' business document before rendering templates. ir.rule
are still apply to filter the documents do display.
For instance, SO total amount is computed using account.tax.
- a related field has been added on SO line to allow portal user
to see the image of the ordered product (on SO frontend view)
- a new controller is created to display invoice PDF (as 'sudo'),
since the rendering of this document required read access to
taxes, payment terms, ...
Currently when the salesman clicks on 'Preview' button of quotation it
is set as 'Viewed by Customer'. This commit improves this behavior by
ensuring it is triggered only by shared users.
callback_eval is currently a code string that is evaluated directly
at payment confirmation. This commit changes it to have parameters
on the record and method to call on it. Moreover a hash done once at
transaction creation ensure that a modified transaction does not allow
to execute code on other records.
Purpose
=======
External links in the data sometimes open in the same tab, the users loses times as he has to come back (and looses the context).
Specification
=============
Any external links in data (planners, settings) should open in new tabs.
Purpose
=======
It's hard to find all the menu items dedicated to products & pricing:
- create a product
- set up a discount
- change the pricing
such recurring actions are related to each other but you need to go to different menus: e.g. to edit pricelists you have to go to settings while editing your pricing is a business operation.
Specification
=============
make one menu item like in ecommerce: CATALOG
Also clean reporting and configurion menus a bit...
Details
=======
Sales menu rearrangement :
Dashboard
Sales
Invoicing
Orders to Invoice
Orders to Upsell
Leads Management
Catalog (takes straight to products if no access to variant, pricelist or coupons)
Products (move from Sales)
Product Variants (move from Sales)
Pricelists (move from Config)
Promotion Programs (move from Config)
Coupon Programs (move from Config)
Reporting (reorder items, from leads to sales)
Leads
Scoring Page Views
Opp. Assignment Analysis
Partnerships
Pipeline
Activities
Phonecalls
Sales
Configuration
Settings
Sales Channels (move up)
Leads & Opportunities
Sales
Quotation Templates
Report Layout Categories
Payment Methods (if online quotation installed)
Delivery Methods (move from Config > Delivery)
Products
Attributes
Attribute Values
Internal Categories (rename from Product Categories)
Units of Measure
Unit of Measure Categories
Pricelists (remove)
Delivery (remove)
by default, if not the company's configured terms & Conditions will be applied.
Also change the placeholder of Terms & Conditions in the quotation template.
Previous commit was cleaning the orphan and fuzzy translations of all main translations.
This commit does the same for all regional languages (that are not on Transifex).
To keep these files small, keep only the translated strings.
Fixes#14937
Some languages were published on Transifex in v9 but no longer in v10.
These languages were still using the outdated .po files
In some of these po, there were some fuzzy translations that were incorrect
(e.g. 'POS Order %s' - 'Kassa ostud', missing '%s')
These were not erased as still using the old translations.
Regenerate a correct .po file based on the new .pot and remove fuzzy
translations.
Fixes similar issue than raised at #14937
Olivier Dony