Purpose
=======
Currently, if we want to print an expense report that has several currencies in its expense lines, the total amount is hidden on the report. Otherwise, it is simply summed.
That could lead to confusing uses cases. Example.
1 expense line of 92 dollars.
1 expense report expressed in euros.
In the report we will have
- 1 line of 92 dollars
- Total amount: 92 euros
Which is obviously wrong.
Specification
=============
Always display the amount + Compute the amount in the expense report currency, by converting the amount with the rate at the day the expense has been made.
When an expense sheet contains several expenses with various currencies,
some issues arise:
- the currency is not specified in the form view
- the report mixes the currencies
- the total amount doesn't make any sense
Fixes#17341
opw-745714
Purpose of this commit is to clean and uniformize report naming through
various addons. It has been chosen to name them using a formatting like
<report_name> - <object_name or suffix> .
Improve report naming in hr_attendance, hr_expense and hr_payroll.
- RML Reports
- Webkit Reports (most part already removed by 13b9982c62)
- LocalService in netsvc.py
- rename attributes like rml_% to report_%
- rename ir.actions.report.xml to ir.actions.report
- allow rendering directly on an ir.actions.report by calling render method
- remove 'controller' report_type
- remove unused res.font stuff
- remove print_report method in models.py (not used)
- restore removed call to pdftotext process in test_reports
NB:
- The option no_delete is not working, a fix will come from chm
- The many2many widget on a sheet creation is not working correctly as
the called command is a (1, id, values) without a (4, id, _) before.
A fix will also come from chm, but a disgusting hack has been
provided for this particular case (to remove after chm fix)
- remove otherid field from the model, and the reports
- reorganize several fields on the form
- removed group_multi_department group, departments are always activated,
as 3 departments are now in the datas
- departments menuitem is accessible to the hr officers and managers only
- removed all the configurations in the employee root menu
- moved payroll country module selection to payroll configuration
- removed useless fields from the form : attendance state, goals_ids,
remaining leaves, as they are accessible via stat buttons, kanban views, etc.
Conflicts:
addons/hr/hr_view.xml
addons/hr_holidays/hr_holidays_view.xml
This reverts commit 79c338dcb352be3d40118f998a76e1b7576a35da.
This commit has been done hastily without review. Moreover it
mixes changes related to different stuff.
The commit is then reverted to allow a propre review and cleaning
of the branch.
Modification summary:
KNOWLEDGE
get rid of the module Knwoledge, keep Document Management for docusign, which will be name eSign when merged
SALE/CRM
– Phone Calls becomes Calls, remove scheduled calls menuitem
– Merge Sales/CRM menuitem into Sales/Sales
– Page Views into scoring page views
– Configuration : Attribute, Attribute value in technical features
LEAD AUTOMATION
– Group Campaign and segment
– Report : Move Follow-up into it
WAREHOUSE
– Move traceability menuitems into inventory control
PROJECT
– Service, move it to Configuration, get rid of Products menu
– Invoicing : remove it, there are stat buttons, and contracts are managed in sales.
Timesheet :
– Timesheet profit, rename into Profits.
- 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.
- 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
hr add a simple kanban view that is updated by the various hr modules.
Each module adds statistics and links in the kanban vignette, either
in a to do or to approve column.
The department kanban view can be seen as a small dashboard to have
the main data about the department displayed. Links allow the HR
manager to be redirected towards the various things to do or to
approve in its department.
* 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