The domain "id = False" for the visibility of the "Split Expense"
was set because I (wrongfully) thought it was necessary to save
the record before the wizard could use it.
That is not the case, as the button call will first save the record
anyway - it was weird not to have this button immediately and made
the feature hard to discover.
I also changed the "create report" button for the same reason - there
is no need to restrict its usage to "saved" records (unlike the
"attach receipt" button which is a specific widget that needs the record
to exist in database to work).
closesodoo/odoo#97634
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Purpose: Allow users to make product 'expense available'
(or the opposite, unset them as expense products) by making the
field 'can_be_Expensed' available in the base product view.
task - 2909067
closesodoo/odoo#96619
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Task: 2856281
- Remove user_type_id, account.account.type model, internal_type
- Add account_type that is a simple selection field
- Move internal_group and include_initial_balance to account.account
- Because of these changes, type_control_ids on account.journal is also removed
closesodoo/odoo#93212
Related: odoo/documentation#2223
Related: odoo/upgrade#3595
Related: odoo/enterprise#28205
Signed-off-by: Cedric Snauwaert <csn@odoo.com>
In expense flow the taxes are calculated as included in price.
Prior, to guarantee it, we had domain - ('price_include', '=', True) on taxes.
That could be inconvenient from user's point of view, as they first needed to
define taxes with price_include = True. That led to users duplicating taxes
between included/excluded just so that they could use taxes in expense.
Now we force taxes to act like price_include = True. This way, user does not
need to define taxes just for expense's purposes and still taxes will be calculated
as it supposed to be - included in price.
task - 2850882
closesodoo/odoo#94392
Signed-off-by: Kevin Baptiste <kba@odoo.com>
For bugfix purposes, app administration groups have been given to
(implied by) the "Settings" group because without those rights,
opening/saving the settings crashed.
1) Do not load hidden view content
This commit uses the conditional inheritance of views
(depending on user groups) to avoid loading unnecessary view
& record content client-side.
This improves performance for admins without the specific application
admin rights, but also fixes the main bugfix problem,
caused by the webclient querying name_get for the records in relational
fields content.
Example:
sale_management adds a res.config.settings field to specify
the default sale.order.template for the current company.
If a 'Settings' user without 'sale.group_sale_manager' opens the
settings, he won't see this setting, but if a default template is
specified for the current company, the webclient will still request
the name_get of this template to the server, because the field
was present in the view, only hidden with a groups attribute.
With this commit change in sale, the field won't be in the view unless
you have the Sale manager group, avoiding the error/traceback/bug.
2) Remove implied application administration groups
Do not force the specific application groups on all 'Settings' user,
they globally do not need those rights, and if they need it, they
can add it to their account themselves.
3) Add a test to make sure settings user are able to manage settings.
4) Enforce 'settings' -> 'access rights' -> 'internal user' groups
As the previous test highlighted some 'false positives' because
it considered a settings user unable to read `crm.team`
and `stock.warehouse` records, we also took the opportunity to enforce
the fact that 'Settings' & 'Access rights' users must be internal users.
It makes no sense for a portal/public user to have access to the
settings, and didn't work anyway.
Part-of: odoo/odoo#91909
Disable the (quick) creation of taxes in places where
it is likely to result in faulty data entry. This forces
the user to fill in new tax records consciously.
task-2860025
closesodoo/odoo#93319
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Purpose: Before it was hard to view expense attachments from sheet record.
To do so, the user should have gone through clicking on each expense first and
checking attachments, or could have clicked on a attachments smart button on embedded
expense table, which is redirecting to another view that only displays attachments for the one expense only.
Thus, checking all the attachments from sheet was an tedious task.
After this commit, the user can see in the sheet attachment preview all the associated expenses' attachments.
To make it possible, we ovveride 'mail.thread' method that is called to
fetch the data for the chatter. In the override, we fetch extra, associated expenses' attachments.
task - 2320177
closesodoo/odoo#92724
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Purpose: Sometimes, taxes are distinct on parts of the expense
(for example alcohol and food).
Therefore the expense should be split in two.
In order to split the expense, we added an wizard.
When creating a new expense from the split, we also
copy the attachments.
'hr.expense.split' has to have the similar logic and dependencies between
the fields as 'hr.expense' does. For example, in case we change the
product_id to the product that has cost defined on it, it should have
the same behavior as expense has. In particular, the 'total_price'
will be set and the user should not be able to modify the amount.
Similarly, if we change the product_id to the one that has no tax defined
on it, then split tax_ids should be cleared out and be set to readonly.
Similar logic goes to sale_order_id (Customer to Reinvoice'),
we should not be able to set it, in case the product can not be re-invoiced.
All of the above constraints leads to the amount of similar code to to the 'hr.expense.split' side.
But it could not have been avoided, if we want the smooth flow.
task - 2831024
closesodoo/odoo#90770
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Part of the overall v16 SCSS optimization/restyle, task-2704984.
task-2859751
closesodoo/odoo#92132
Signed-off-by: Pierre Paridans (app) <app@odoo.com>
The recruitment kanban view was redesigned and it looks good, so it was
decided to implement the same design on the department kanban view. This commit
adds the number of employees to the "Employees" button and makes the kanban
cards wider.
task-2849418
closesodoo/odoo#91293
Related: odoo/enterprise#27324
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Step to reproduce:
- Create an expense for an expense product which has a cost
Current behaviour:
- Expense's unit price is modifiable which shouldn't be
the case according to the help message of hr.expense.unit_amount
Behaviour after PR:
- Expense unit price is only modifiable is there is no unit_amount
(unit_amount = 0)
opw-2781040
closesodoo/odoo#90014
X-original-commit: 44b6d60de301651e52df4c41e32e38d23b0a154e
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Newly created taxes were missing the correct type_tax_use and
price_include values, thus making them not working properly.
closesodoo/odoo#86883
X-original-commit: 161208315c2bb6e49fae243ead680710c040b872
Signed-off-by: Kevin Baptiste <kba@odoo.com>
1) Now report manager (user_id) (with Team Approver rights) can't see the report.
Here we grant him the same rights as the manager (on employee app)
of the employee will have. Moreover, he can approve the report as well.
2) Purpose: accountant, manager, should be able to edit expense_line_ids
for expense report not only in draft, but also for submitted and approved states.
On the other hand, employee can only edit his expense report only in draft state.
task - 2768700
closesodoo/odoo#84978
Related: odoo/upgrade#3274
Related: odoo/enterprise#24579
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Reduces load_menus answer size by 32% (between 20kb and 200kb savings
for the initial loading of the backend, depending on the number of apps
installed). Support for SVG icons in the web client for menus/apps.
Reduced PNG icons for apps list (8 bits PNG instead of 24 as our icons
don't need more colors as they are flat designs)
closesodoo/odoo#84280
Related: odoo/enterprise#24200
Signed-off-by: Fabien Pinckaers <fp@odoo.com>
Enterprise PR - odoo/enterprise#23980
Upgrade PR - odoo/enterprise#3206
- UI improvements/changes
- Taxes
Before this commit, in case taxes were defined on expense,
the tax amount was added on top of a product price.
For example, in case product price was 100$, and tax - 15%,
then expense.total_amount would be 115$.
Now, tax amount is included in expense.total_amount. To accommodate
this change, we set following domain - ('price_include', '=', True)
on tax_ids on expense.
For the same example, expense.total_amount would be 100$, tax amount
would be 13.04$ and untaxed amount - 86.96$.
But, tax amount can be set for non-zero expenses (in case expense.product_id.standard_price !=0).
For the above example, one could set tax amount to 15$.
As a result untaxed amount will be 85$ and total amount - 1OO$.
- Journal entry
Previously, in case journal entry was reset to draft, canceled,
reversed - it changed the state of the linked expense report.
Now, actions done on accounting by accountant does not impact expense reports.
task - 2687999
closesodoo/odoo#81904
Related: odoo/upgrade#3206
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Expected Behaviour
When creating a journal entry for an expense, the journal
shouldn't be editable once it has been submitted for approval.
Observed Behaviour
Even when the journal entry has been validated by the manager,
the list of expenses is still editable, which can cause serious
trouble.
Reproducibility
This bug can be reproduced following these steps:
- Create a new expense
- Create the related journal entry (Create report)
- Submit the report for approval
- Validate the report
- Try to edit the expenses list
Problem Root Cause
As it can be seen in the PR, this issue came from the fact the
expense list isn't in read-only mode
Related Issue(s)
opw-2659436
closesodoo/odoo#79915
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
When create expense product, it raise validation error.
The issue was mandatory field of product was not available on form view.
This PR contains madatory field mandatory field as invisible in form view.
closes odoo/odoo#79754
Fixes: #78498
X-original-commit: b087a3133fa54c10ad0f87a6a83f3c714ee707af
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Since commit `37eb0dfbb54` it was no longer possible to create Expense
Products. The field `detailed_type` was not present in the view hence it
didn't get its default value of 'service'.
closesodoo/odoo#79148
Taskid: 2678961
X-original-commit: 31b527b3309c99863d2eb848e3145574bed8f338
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Signed-off-by: Kevin Baptiste <kba@odoo.com>
We clean various graph archs taking into consideration that:
- the default type of a graph is "bar".
- a bar chart is by default stacked.
- the field attributes type="row" and type="col" does not make sense for
a graph view (since its implementation was separated from the pivot
implementation a long time ago))
- the boolean attributes should now take 1 or 0 as value (but the other
values are accepted for retrocompatibility).
Part-of: odoo/odoo#76065
Following the removal of read access on ir.model (odoo/odoo#69120),
the mail.activity.type model was not accessible to non-admin users due
to the res_model_id many2one field.
Before this commit, a project user could not access the Activity Type
menu.
Convert it to a selection field with the selection values being
computed in sudo.
closesodoo/odoo#74981
Related: odoo/enterprise#20214
Related: odoo/upgrade#2734
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Define `data-hotkey` on most used action buttons.
For the modals, the following keys are dedicated for "special"
actions:
- Alt+G: add
- Alt+V: save
- Alt+Z: cancel
closesodoo/odoo#73275
Taskid: 2588233
Related: odoo/enterprise#19464
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Before this commit, suppose we have a scenario like below
Task-A:
Activity-1:
name: Email ( Today )
Assigned to: User-1
Task-B:
Activity-1:
name: Email ( Today )
assigned to: User-2
Activity-2:
name: Call ( Due in 3 Days )
assigned to: User-1
When User-1 goes through the systray 'Today' filter shortcut he gets both
Task-A and Task-B in the list instead of only Task-A. Indeed currently
activities are not filtered based on current user with its deadlines.
However purpose of systray is to indicate activities current user has to
perform instead of global activities.
After this commit activities will be filtered based on deadlines as well as the
current user. In order to achieve this behavior we needed to pass a domain like
[
('activity_ids.date_deadline','=', fields.Date.today()),
('activity_ids.user_id','=', 1)
]
And for that purpose we introduced a non-stored compute field with a search
method.
Task ID-2438822
COM PR odoo/odoo#72219
X-original-commit: f4eaf4d8fb2f97240201104dcd4fc7e2674bce02
Currently, to identify records based on state, in most of the list views we
use 'badge' widget on 'state' fields which can be decorated as needed.
However, for the list views, best approach would be to also add list
decoration along with 'badge' widget so that the whole line is colored
and it's easy for user to 'scan' the information
This commit improves the behavior adding decorations to several list-views.
To check the list of changes, kindly see the task specification
Apart from that, this commit also improves label of the module state from
'Not Installed' to 'Uninstalled'.
TaskID-2527119
closesodoo/odoo#71367
Related: odoo/enterprise#18587
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Description of the issue/feature this PR addresses:
It is currently quite difficult to differentiate users. Most of the time, people
don't take the time to upload an actual avatar so everybody looks the same. This
PR generates a custom avatar with the users initials and random color to
differentiate them. For res.users, res.partner and hr.employee, image fields now
hold the binary image and avatar are used to show the image or svg.
Current behavior before PR:
Avatar had only random colors and was being saved in database, being inefficient
Desired behavior after PR is merged:
A new mixin defines image fields and in case no image is set, it generates an
SVG image with the user's initials and random color.
closesodoo/odoo#69819
Task: 2404630
Related: odoo/enterprise#18199
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
Currently, in the expense module, demo expense products are more
specific to the expenses and label tooltip of the cost field doesn't
convey proper difference between fixed and variable cost of
expense products.
So in this commit, replace old expense products with new expense
products and recreate expenses and reports using these
categories(products). it will provide better experience on demo.
overwrite label tooltip of cost field in expense app to convey proper
difference between fixed and variable cost of expense products.
closesodoo/odoo#68955
Task-id: 2491238
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Currently, across Odoo, there are around 40+ many2one fields defined with a
'selection' widget. Since the many2one widget has options to limit record
creation and opening, there is no reason to define a many2one field with a
selection widget. The selection widget does not allow for searching, and is
limited to 100 records.
PURPOSE
to update the definition of any many2one on which we applied a 'selection'
widget, and instead use the standard many2one widget with disabled
opening/creation instead.
after this commit,
for each many2one field defined with widget="selection", widget="selection" is
replaced with options="{'no_open': True, 'no_create': True}"
Task : 2476488
closesodoo/odoo#68387
Related: odoo/enterprise#17316
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
- Currently all menus are out of order in app switcher.
- For example, Sales app is 16 menu away from Accounting,
Social Marketing app is 25 menu away from Email Marketing, etc.
So, all menus should be reordered.
- This commit will reorder the menus of the app switcher in order to reduce
the distance between correlated applications,
and bring the most common apps upward.
- And in this commit we have left gap of 5 subsequent sequence for further new menus.
PR: #69984
TASK ID: 2513082
Related: odoo/enterprise#17989
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Currently, When we create expense report from expense it will
directly create a expense report record so discard button on
top is misleading.
So in this commit, when creating the expense report from the expense
it will not create an record but set the default value in editable
form view with auto computed name based on expense.
Also create report action coming to the two places
1) in top action menu
2) on tree header
So in this commit, removed 'create report' menu from top
action bar.
Added the depends on can_reset and can_approve to compute
the value for displaying the button when record is not saved
from the 'create Expense report' button and default in submit state.
also fix the attachment_number field because expense.id is
NewId_X while passing in default_get of expense_line_ids so count was
0 without saving the expense sheet.
closesodoo/odoo#65104
Taskid: 2359834
Related: odoo/upgrade#1875
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Conversion of all modules to the new manifest assets declaration.
Part of task: 2352566
Co-authored-by: Julien Mougenot <jum@odoo.com>
Co-authored-by: Simon Genin <ges@odoo.com>
Display a confirmation dialog when a user creates duplicate expenses.
Two expenses (or more) are considered duplicates when they share the same
date, amount, product, employee, company and currency.
closesodoo/odoo#64190
Taskid: 2368636
Related: odoo/upgrade#2061
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
- Add "payment_status" field to be more explicit.
- Turn error message "Expenses must have an expense journal specified to
generate accounting entries." into "Specify expense journal in tab
Other Info to generate accounting entries."
closesodoo/odoo#65528
Task: 2424870
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
The work location of an employee was previously a fields.Char. That was
changed to a Many2one field to a the new model called work.location.
That had some consequences in other modules that had to be slightly
adjusted. The modules impacted were hr, hr_appraisal, hr_payroll.
Task id: 2335646
closesodoo/odoo#63192
Related: odoo/enterprise#15235
Related: odoo/upgrade#2020
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
* account, analytic, calendar, coupon, crm, crm_iap_lead_website,
delivery, digest, event, event_crm, fleet, gamification, hr,
hr_expense, hr_skills, im_livechat, lunch, mail, maintenance,
mass_mailing, membership, mrp, point_of_sale, pos_mercury, product,
purchase, purchase_requisition, sale_management, sales_team, sms,
stock, stock_landed_costs, survey, website_crm_partner_assign,
website_event_exhibitor, website_event_track, website_forum,
website_slides, base
This commit removes oe_edit_only labels and adds placeholder
on fields in form views from a lot of apps to minimize the
shift when switching mode.
task 2330101
In order to make the expense form more intuitive, it was necessary to distinguish between whether the product has cost different from
zero or not. Depending ot this context, some fields are shown or not. Also 'Bill Reference' is shown only to account managers.
Now the expense can be submitted in different currency and it can be reimbursed in company’s currency.
In case the latter two currencies differ from each other,
the conversion is done automatically and the rate is also displayed.
Suggestion - untaxed_amount can be removed
Task - 2366775
closesodoo/odoo#61920
Related: odoo/enterprise#14838
Related: odoo/upgrade#2028
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Currently at odoo we use expense product terminology just because it's
set up using product. Inside the expense app, there is no reason of
not using category instead of product
So in this commit, rename the product term into category for all expense
views.
closesodoo/odoo#62661
Taskid: 2391433
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
The reconciliation between an expense and a bank statement does not
update the expense and its sheet.
To reproduce the error:
(Need account_accountant)
1. Go to Expenses
2. Create one (e.g. an expense of $20)
3. Save, Create Report, Approve, Post Journal Entries
4. Go to Accounting > Bank
5. Create a bank statement (e.g. $-20)
6. Save, Post, Reconcile
7. Select the expense, Validate
8. Go to Expense > The created expense
=> The expense's state is still 'Approved'. It should be 'Paid'.
Moreover, if you click on the associated report ("View Report"), the
same error appears: the sheet's state is 'Posted' instead of 'Paid'.
The problem was that the method 'action_invoice_paid' (deleted in this
commit) was never reached. Moreover, there was no way to get the
expense's residual amount.
OPW-2389414
closesodoo/odoo#63486
Signed-off-by: adwid <adwid@users.noreply.github.com>
WHAT: apply 93a7695f65baf00d1f82481d6a2a97e6c11940a8 for all res.config.settings
menus
WHY: the same reason as in 93a7695f65baf00d1f82481d6a2a97e6c11940a8:
When saving, a read is called. By default, read has
bin_size to true to avoid performances issues.
It will return the image size instead of the content
it may lead to image dissapearing or "Incorrect padding" error
HOW:
find . -iname "*.xml"|xargs grep "\"context\".*'module'" -l | xargs sed -i "s/\(\"context\".*'module'.*\)\}/\1, 'bin_size': False}/"
git checkout -- addons/base_setup/views/res_config_settings_views.xml
---
PR for General Settings: https://github.com/odoo/odoo/pull/47297
opw-2346644
closesodoo/odoo#61215
X-original-commit: 7c55efa88b72bd1f3f0f32f7f738e2fda5aa4abd
Related: odoo/enterprise#14547
Signed-off-by: Ivan Yelizariev // IEL <yelizariev@users.noreply.github.com>
Currently, expense analysis menu have default view as list and kanban
but is should be graph,pivot,list and kanban.
Here viewmode is already in same sequence but only list and kanban
view is linked with action. graph and pivot view is not linked with
action so it will be always comes up in last in sequence.
So in this commit, Link graph and pivot with the action so it should
comes up first in expense analysis menu.
closesodoo/odoo#58582
Taskid: 2337224
X-original-commit: e273afd187edca1df6b462af42db3cce58df88d7
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
The kanban view was not properly using the custom javascript class.
closesodoo/odoo#58567
Taskid: 2340951
X-original-commit: dbc3785f5057a784104c434d6f0a06f2e9097208
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
* calender_sms, hr_expense, sale_project
PURPOSE
Enable the framework to define some of actions in the controlpanel,
as buttons similar to the 'create/edit/discard' buttons.
SPECIFICATIONS
Replace the below-mentioned dropdown actions with controlpanel buttons
- 'send sms to attendees' in Calendar > Calendar
- 'approve report' in Expenses > Expense Reports > To approve
- 'post entries' in Expenses > Expense Reports > To post
- 'register payment' in Expenses > Expenses Reports > To pay
- 'create invoice' in Field Service > All Tasks > To Invoice
LINKS
PR https://github.com/odoo/odoo/pull/57830
Task-2300426
closesodoo/odoo#57830
Related: odoo/enterprise#13272
Related: odoo/upgrade#1785
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Expense header was displayed in all tree & kanban views.
This commit removes the header in other views than 'My Expenses' menus
because the expense header should only be visible in the 'My Expenses' menu
Task id: 2341766
closesodoo/odoo#58040
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Damien Bouvy