When selecting several invoices from the list view, it is possible to trigger an action to export all edi documents in a zip file. This commit fixes 2 different issues:
a) We want to be able to export edi documents that have not been sent. Therefore, we no longer filter for 'sent' and 'cancelled' edi documents.
b) We want to also export edi documents that have ubl format. These documents are, from 16.2, in another field on account.move and no longer part of edi_document_ids. This is the reason why we had to move the logic from account_edi to account to make it overridable to other modules. This new way of overriding the function will also enable other formats to be included in the export function.
task-3441449 (issue 1)
task-3439427 (issue 2)
closesodoo/odoo#131242
X-original-commit: f8654b3501aca6e5d77ced5f73cb351c61684cd2
Related: odoo/enterprise#45529
Related: odoo/upgrade#5032
Signed-off-by: Laurent Smet (las) <las@odoo.com>
* = account{_payment}, base, onboarding, payment{_stripe},
sale{_management}, web, website_sale
Use the dedicated onboarding module introduced in 16.0 instead of
the res.company model to store onboarding progress.
It allows
* onboarding steps to be reused across panels
* to support steps that should be completed per-database or per-company
* to clean the res.company model from many fields and methods,
* to remove many views, controllers, actions
Module-specific notes:
* account: We also clean the remaining two steps that are not
part of an accounting panel but make the most sense to be kept here.
* account_payment: Following 8e4e8eb8, the payment provider step is
added to the invoicing onboarding panel. We apply this change here too.
Also impacts the website_sale_dashboard panel (see related ENT PR).
(The "sale tax" one is currently used for to the website sale dashboard).
* payment: Note that the step was already not part of an onboarding
panel within this module.
* website_sale: We clean
* a field not used (The website_sale dashboard onboarding panel used
the payment_provider_onboarding_state field).
* a method that was only called from website_sale_dashboard, so it is
moved there. See related ENT PR.
Includes a few tests.
Moving views/templates/styling, as well as cleaning residual onboarding-related fields and methods in base, including populate.
This also includes restoring the "onboarding_complete" overlay panel
animating it to disappear after a few seconds so that it doesn't hide
text and block buttons to re-open steps.
Task-3025136
Part-of: odoo/odoo#104223
Before this revision, when you pass `context` in the arguments
of a JSON routes, this one gets automatically injected
in the environment context.
This is not the case for regular HTTP routes.
It makes sense to propagate the context for the JSONRPC protocol,
JSON routes used by the backend, such as `call_kw`,
but it doesn't make sense to pass this context automatically
for any other kind of routes, such as front-end routes
or routes used by custom Javascript widgets.
This change brings a more unified behavior for routes
of types HTTP and JSON.
In addition, most developers were not aware of this "feautre",
that passing `context` in the arguments of a JSON route leaded
to the injection of this context in the environment context.
This is actually reflected by the diff size this changes required,
only a dozens of routes needed to be adapted, to manually
add the context in their route arguments and to inject it
in their environment context.
closesodoo/odoo#121726
X-original-commit: a7a5655631e6d5b05fd2ba3d0c80617aae6d9cfe
Related: odoo/enterprise#41229
Signed-off-by: Denis Ledoux (dle) <dle@odoo.com>
When creating an invoice from e-commerce, the invoice is not sent by mail but the user must be able to see it from the portal.
closesodoo/odoo#117033
X-original-commit: 61d3b9d7186eb82b3227c65c26f629672f99d446
Signed-off-by: Olivier Colson (oco) <oco@odoo.com>
- Create an Order, send to customer
- Create an invoice from this sale
--> Issue the customer can show the invoice in draft mode
This prevent customer to print a draft invoice with wrong value.
Only show send invoice.
closesodoo/odoo#114765
X-original-commit: 687f479297fcaa047cd26a34883e7de11b3d3dea
Signed-off-by: Olivier Colson (oco) <oco@odoo.com>
Some countries, such as mexico, require a seller to be able to
generate an invoices from a ticket from a sale done in a shop,
even after a few days.
This change aims to allow this, by allowing to create an invoice at
a later date after the POS has been closed.
This is done by partially reversing the POS closing entry, and then
generating an invoice the same way it would be done at the POS closing.
The customer can scan a QR code if enabled in order to request the
invoice by himself, requiring him to fill a for to give the customer
information required for the invoicing.
Allows to fill additional fields dependent on the localization that are
required to be set on the partner or the invoice.
Task id #2946604closesodoo/odoo#97675
Related: odoo/enterprise#30599
Signed-off-by: Laurent Smet <las@odoo.com>
The /terms page may be disabled/enabled in the company settings, however
the page would always be present in the sitemap whether it is enabled or
not.
This commit adds a method that checks for this settings before adding it
to the sitemap.
TaskId-2820292
closesodoo/odoo#90930
X-original-commit: 729b99a789b52c09be0272cefa3bb0eaccd6803c
Signed-off-by: Romain Derie (rde) <rde@odoo.com>
There were inconsistencies in the calls to `_render`.
* the view context could contain information that misled developers.
Indeed, the context and value of the view are not supposed to be found
in the rendering. Thus by calling `ir.qweb` with the name of the
template, we ensure that there is no unwanted information and in
addition the cache key is that of the name of the template which saves
a query.
* the context used for rendering was modified by a method on
`ir.ui.view`, except this is not information used by this model. There
is now a `_prepare_environment` method residing on `ir.qweb`. This
method allows to modify the value dictionary as well as the context in
which the rendering will be done. This preparation of the data as well
as my security check is done only once per rendering. This also saves
some queries
* Freeze options for rendering were inconsistent. It could be that
options on which rendering depends were not part of the cache key. Thus,
depending on the user who generated the generation of the rendering
function, there was or was not information in the template. For example
for automatic branding. This is no longer possible, because it is the
context that is used. The options serving as a cache key are only
recorded for information (for the profiling system for example). A
simplification of the `ir.qweb.field` models could be made.
The report rendering and call `ir.qweb` instead of `ir.ui.view`.
Part-of: odoo/odoo#85110
With this commit we can now call a hook when we want to modify the code for this route.
Before this commit the only way to modify/extend this would be by taking over a big part of the code.
closesodoo/odoo#84907
Signed-off-by: Laurent Smet <las@odoo.com>
Before this commit, the values dict given to the template of
'/my/invoices' is built in the main method of the '/my/invoices' route.
This commit moves the building of the values dict in a separate method
to easily use in another route/method.
task-2648955
Closes#82379
Before this commit the only way to modify the domain is to completely override portal_my_invoices.
Since this function is so big this is not clean/easy to do.
By creating a separate function we can simply override it and we can reuse the function on two places.
closesodoo/odoo#77446
X-original-commit: b7effc442cd7ff47e00718adf5b1af43e9f326ee
Signed-off-by: Florian Gilbert <FlorianGilbert@users.noreply.github.com>
- Create an invoice for a portal user
- Add a credit note for that invoice
- Connect with portal user
- On Invoices & Bills menu, the correct count is displayed (i.e. 2)
- Open Invoices & Bills page
The "All" filter only displays out_invoice and in_invoice, making impossible to view
the other types (out_refund, in_refund, out_receipt, in_receipt).
opw-2486471
closesodoo/odoo#69792
X-original-commit: 159bc7b0c081fd54df2f2396b18e9a63892caa2e
Signed-off-by: William André (wan) <wan@odoo.com>
This commit replaces the old online payments API of the `payment`
module with the new one and adapts to it all the implementing modules.
See the merge commit for more details.
task-2085989
task-2119838
task-2165982
task-2289255
Co-authored-by: Victor Feyens <vfe@odoo.com>
- Install account / purchase / sale
- Ceate an internal user without any access rights
- Go to `/my`
A 500 error is raised because of an AccessError.
When the user has no access rights to any of the mentioned applications,
the `search` call returns an AccessError.
We prevent the access error and return 0 as a fallback.
opw-2367559
closesodoo/odoo#60849
X-original-commit: 54ef98c613219aba3bda41817f7767261b8092d2
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
Before this commit, the terms and conditions could not be html formatted text.
closesodoo/odoo#56512
Taskid: 2304199
Related: odoo/upgrade#1689
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
Clean code and be and more performance oriented.
SPECIFICATIONS
Various portal pages hold references to archive_groups. It was a summary
of customer documents for portal, containing a count of all documents split
by model.
Currently its computation is not used. Indeed archive_groups is displayed
only in 'my_details' page that does not hold any document-based reference
or code call. Other calls to archive_groups are dead code as the result is
not used. Since 13.0 it is even not computed on standard pages to speedup
their load (as it was not used).
It is not used anymore and its computation and references can be removed
safely, especially with v14 in mind for which we want to remove dead code
to maintain.
Followup of odoo/odoo#55228
LINKS
Task ID-2329081
PR odoo/odoo#55800
PR #12368closesodoo/odoo#56859
X-original-commit: e75086000ee4317b2ad2994db5d906fbcbd5081f
Related: odoo/enterprise#12830
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Before this commit, the time to compute all counters was making the rendering
of the portal page slow.
Now the count is done in rpc after the loading of the page.
Now you can decide which part you want to show on the portal, and only compute
for these one.
It is not because you have purchase installed for your internal process, that
it means that your supplier use your portal and it avoid the computation for
all end users.
We parallelize the counters in arbitrary 3 rpcs.
closesodoo/odoo#55999
Related: odoo/enterprise#12456
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
The archive groups feature allows the user to have fast access to
records of a given month, under its details information.
But since the details section isn't shown anymore on portal sub-pages,
the feature is computed for nothing on (most) pages.
Removing this computation avoids a read_group call on portal subpages
(multiple potential queries).
This commit disables the feature until a total removal in master.
my_details is only truthy on the /my/account portal page, where no
archive_groups is given anyway (and the value is set to True only in the
rendered tempate itself).
X-original-commit: 40c57fafdd5651a522891ab68affe38933ea5202
The record counts are only useful for the badges displayed in /my &
/my/home.
By avoiding those counts on subpages, we gain a lot of useless queries,
improving the loading speed of those sub-pages.
X-original-commit: 79c8384f1bcbcdede030e187008319a70c664571
render, render_template, load, activity_schedule_with_view,
get_website_pages should all be private:
It should not be possible to render an aribtrary template only with
its name or id
Still need to render some qweb views from js so the method
render_template is kept public.
This explains why the website editor still need read access on
ir.ui.view as we want to allow any snippet to be rendered.
In this commit- we have added filter options like bills and invoices in
for invoice view(portal side) .
In addition, we have changed sort by option's string from 'Invoice Date' to 'Date'.
task-2124829
Closes#48402
Purpose
=======
This fix makes no sense because it exposes some private data to
portal users. Fortunately it was only introduced in the master branch.
closesodoo/odoo#40710
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
This commit merges the following models
* account.invoice and account.move
* account.invoice.line and account.move.line
* account.voucher and account.move
* account.voucher.line and account.move.line
It was the opportunity for a big cleanup of the code, so it also restructures the whole account module, its different models/fields, the tests etc. for a better world and a better code readability.
==== Rationale ====
The rationale of this huge change is that we want journal entries / invoices to be easily edited, and changes reflected in the other model. It's a HUGE feature and very strategic for the fiduciary companies. For example, changing the account of a journal entry needs to be automatically reflected on the related invoice.
The same reasoning applies to sale/purchase vouchers.
==== Changes made in features =====
When creating an invoice, you are now creating a journal entry directly.
--> The object account.invoice no longer exists.
In the same fashion when creating an invoice line, you're now adding journal items directly in the journal entry representing the invoice. If this invoice line has some tax, it may create additional journal items as well.
--> The models account.invoice.line & account.invoice.tax no longer exist
Identically, when creating a sale/purchase receipt with its lines, you are now creating a journal entry directly and there's no more usability difference between encoding a receipt or an invoice.
--> The object account.voucher no longer exists.
--> The object account.voucher.line no longer exists.
--> The whole account_voucher module no longer exists.
Positive side-effects coming from these changes are
* draft invoices/bills/sale or purchase receipts now create a draft accounting entry. Validate these objects now simply post its journal entry. That means that draft invoices/bills/sale or purchase receipt can straightforwardly be included in reporting or budgets.
* opening a journal entry in form view will now always open the correct view: if it's a sale/purchase journal entry we will have a customer invoice/vendor bill view or a sale/purchase receipt view, whatever the menu we're coming from.
* code & business logic simplification. It is also condensed in a single place instead of being partially duplicated on invoices, vouchers and journal entries.
There should be no feature loss, except the one allowing to group multiple journal items together based on the same product during the invoice validation.
==== Changes made in models =====
* account.invoice: model removed. Instead, now use account.move with following mapping
field (account.invoice) field (account.move)
----------------------- --------------------
name invoice_payment_ref
number name
reference ref
comment narration
user_id invoice_user_id
amount_ total_company_signed amount_total_signed
residual amount_residual
state state + invoice_payment_state /!\ selection changed
date_invoice invoice_date
date_due invoice_date_due
sent invoice_sent
origin invoice_origin
payment_term_id invoice_payment_term_id
partner_bank_id invoice_partner_bank_id
incoterm_id invoice_incoterm_id
vendor_bill_id invoice_vendor_bill_id
source_email invoice_source_email
vendor_display_name invoice_vendor_display_name
invoice_icon invoice_vendor_icon
cash_rounding_id invoice_cash_rounding_id
sequence_number_next invoice_sequence_number_next
sequence_number_next_prefix invoice_sequence_number_next_prefix
'invoices' subset of account.move can be accessed by using the selection field 'type' or one of the many helpers like is_invoice()
* account.move: now has a valid state 'cancel' that has to be excluded from all business logic
* account.move: field 'amount' renamed into 'amount_total'
* account.move: field 'reverse_entry_id' renamed into 'reversed_entry_id'
* account.move.line: now has a field 'display_type' that has to be excluded from all business logic, in order to support invoice layouting
* account.invoice.line: model removed. Instead, now use account.move.line with following mapping
field (account.invoice.line) field (account.move.line)
---------------------------- -------------------------
invoice_id move_id
uom_id product_uom_id
invoice_line_tax_ids tax_ids
account_analytic_id analytic_account_id
'invoice lines' subset of all account.move.line from a journal entry can be accessed by using the boolean field 'exclude_from_invoice_tab'
* account.invoice.tax: model removed. Instead, now use account.move.line with following mapping
field (account.invoice.tax) field (account.move.line)
--------------------------- -------------------------
invoice_id move_id
account_analytic_id analytic_account_id
amount price_unit
base tax_base_amount
'tax lines' subset of all account.move.line from a journal entry can be accessed by using the relational field 'tax_line_id'
* account.invoice.confirm: model removed. Instead, now use the 'post()' function of account.move
* account.invoice.refund: model removed. Instead, now use account.move.reversal to reverse the entries with the same options as we had for invoices
* account.voucher: model removed. Instead, now use account.move of type in ['out_receipt', 'in_receipt]
* account.voucher.line: model removed. Instead, now use account.move.line
==== Changes made in functions ====
* on account.move, method _run_post_draft_to_post() renamed into _autopost_draft_entries()
* on account.move, method action_account_invoice_payment() renamed into action_invoice_register_payment()
* on account.move, method action_invoice_reconcile_to_check() renamed into action_open_matching_suspense_moves()
* on account.move, method _get_domain_edition_mode_available() renamed into _get_domain_matching_supsense_moves()
* on account.move, method _get_intrastat_country_id() renamed into _get_invoice_intrastat_country_id()
* on account.move.line, method _get_domain_for_edition_mode() renamed into _get_suspense_moves_domain()
* in account.bank.statement, contextual key 'edition_mode' renamed into 'suspense_moves_mode'
Was task 1917430
The goal is to be coherent with the user property.
Actually, company_id and company_ids on the environment are no fields.
Calling env.company_id returns a browse record, not an id.
Purpose
=======
Allow the user to select the allowed companies for which he wants to see records
on top of selecting his current company.
It is confusing for users to see the records from the company he is connected to
and the records of the children companies.
Instead of using the hierarchy of companies to access records across companies,
the user can now select (from his set of allowed companies) the companies for
which he wants to access records.
/!\ This means that the user will interact with records from company A when in
company B.
Example: a SO has been created and confirmed in A. When in B, I create the
invoice from it.
Specifications
==============
1/ Deprecate the parent/children hierarchy on the res.company model. The fields are
kept on the res.company model to ensure the retro-compatibility, but won't be used
accross the standard code anymore. The only functional usage for this mechanism
was to allow to see records from several companies by creating a virtual parent
company, which will be possible with the new mechanism.
2/ By default, a user will only see the records of the company he is connected
to (or records without a company). (It is still editable by the user if needed).
For that, put this information in the user context, to allow having different
configurations on different browser tabs. Instead of having domains like
['|',
('company_id', '=', False),
('company_id', 'child_of', user.company_id.id)]
you'll have something like
['|',
('company_id', '=', False),
('company_id', 'in', company_ids)]
Note that the 'company_ids' is a value that is passed in the evaluation
context on the record rule, as we already have user, or time.
company_ids is a list of the ids of all the enabled companies in the
user's context.
3/ Out of the generic improvements brought by this task, this will illustrate
issues that could exist since several versions. For example, it should not be
possible to create a scrap order for the company A with a package of the company
B, or it should not be possible to create an invoice on the company A with
payment terms from the company B. Before the version 12.0, it was easy to
encounter this kind of issues as the admin was the SUPERUSER_ID. A positive side
effect of the fact that the SUPERUSER_ID has become an inactive user was to
make it more difficult to introduce mismatch on the records, but haven't solved
the issue, as it was still possible to do it with parent companies
configuration. Some of these issues have been fixed in this commit, but all the
business flows should be re-tested to check if an ir.rule should be introduced
(eg: a multi company rule for stock.quand.package), if the company of a record
is correctly transfered to another record created from the first record (eg:
From a SO, create an invoice and a payment, the company of the sales order
should be transfered on the invoice and the payment, even if the company of the
sales order is A and I'm logged into the company B with the company A enabled.
4/ Currently, if I click on a button on a notification email (example 'View
Task'), I face a traceback if I'm not logged into the company of the record.
Now, if you click on a button and if you have access to the record, the correct
company will be automatically set.
5/ If I display a kanban view with several records from several companies (and
an image), all the images should be displayed.
6/ Currently if you copy paste an url, this will crash if you're not in the
correct company. This won't be fixed because it's quite impossible to do it in
a clean way. This task brings a workaround. Copy/Paste -> Traceback -> Log into
the correct company, re-copy/paste -> Ok.
7/ 2 property methods have been added on the environment to retrieve the company
on which the user is logged in and the companies the user enabled, on a specific
tab.
That way, when creating a record, instead of doing
default=lambda self: self.env.user.company_id
do
default=lambda self: self.env.company_id
On the other hand, to retrieve the enabled companies, do
companies = self.env.company_ids
8/ Modify the Company Switcher widget to allow to log into another company
WITHOUT writing on the res.users (and thus bringing cache invalidation issues
and so on). Also allow to enable several companies and see records from several
companies, and independantly of the other browser's tabs.
9/ When focusing on a tab, save the current company configuration on the local
storage. That way, when doing 'CTRL+T' or a middle click, the context is
propagated to the new tab.
10/ Improve the error message in case of multi company access errors. Now, when
the user is in debug mode, display the related names of the records and the name
of the user who brings the issue.
11/ Remove the context erasing when writing on a res.users
This is probably coming from the migration to new API of the base module.
The context was not propagated at this moment, which was a common mistake at
that time. When migrating the module, probably by using the 'black box' method,
as the context was not propagated, it was erased on the new version. This is
now an issue because the context (i.e. the enabled companies) was erased when
writing on a res.users, leading to tracebacks.
See: https://github.com/odoo/odoo/commit/7eab8e26d3d46c53f4be924d6a34e80a66e74960#diff-4c2e738ee8f64f11806c889ea097b5e7R624
12/ Fix the crash manager on redirect warnings. The issue is the following
- Create an invoice on a company without a configured CoA.
- Set a partner
- On the onchange_partner_id, a redirect warning is raised to propose you
to configure a CoA
- Click on 'Go to the configuration panel'
- A generic warning says something like 'Do you want to discard your changes?'
- Click on yes, the page refreshes, but not on the redirect action.
Now, set correctly the action on the hash, and reload instead. The breadcrumb is
lost for example, but you reach the correct action at least.
13/ Introduce a res.group to enable/disable the multi company per tab
feature.
14/ To help the users to know which tab is in which company, add the
possibility to have a favicon per company. When creating a company,
the classical 'O' icon is colored by default in a random color.
15/ Remove the company switcher on the frontend. This was mainly there
to allow a user to swicth to the company linked to the website.
This behavior is now transparent to the user. If the website A is
activated, then the company set on the context is the company of the
website.
16/ Deprecated the _company_default_get method on the res.company
model. Remove the method _get_company on the res.users model.
17/ Add 'allowed_company_ids' and 'current_company_id' on the pyeval
context. You can now use those variables on domains in the views to
access directly to the activated company.ies on the current tab.
TaskID: 1960971
closesodoo/odoo#32341
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose of the task is when extra fee is activated on the payment acquirer,
the customer is no warned about extra cost when choosing the payment acquirer.
so display the extra fees on payment acquirer when doing the payment.
Related Task ID : 1845815
Closes : #31730
The idea of removing the domain was to have the portal views based
only on access rights and rules. We were just not really consistent
in not removing the domain on the counter. If the user has the right
to see also supplier invoices, it makes sens to let the user see
them in the portal. The domain on the counter is then here removed
to align both counter and views.
Fix commit 9434f7b64e
Closes PR #27583
Link to Task ID 30985
This commit aims to improve the user experience when using payment acquirers. There currently are no error feedback with some acquirers, which leaves the user wondering what is going on and what is the real status of its payment.
In some cases, the user is currently being redirected to the home page even though the payment has failed. We want to make it more obvious to the user that something unexpected has happened by redirecting to an intermediate page that will provide good feedback on payments status.
Another goal of this commit is to order acquirers by sequence instead of by flow and to select the first acquirer by default. This feature was already implmented in commit fe294fd43e521bd2d339e962f43acf46c3d4cb97, some UI adaptations were needed though.
Related to task #36680Closes#26958
The goal of this commit is to fix the various views and reports of sales and invoices.
======
Portal
======
Fix breadcrumbs
Fix BS4 issues, alignment of various elements
Better auto resize of the invoice iframe
Fix invoice list for draft invoices
Fix previous/next document pagers
Remove unnecessary monetary widgets (not needed when using t-field if the field is Monetary)
Standardize invoice and sale routes:
- especially when related to displaying: html, pdf (print and download), text
- by using the get_portal_url() also for invoices
Add the total on the left column of sales order
================
Section and note
================
Improve general style:
- notes in italics
- sections: less padding, darker background, no borders
=========
Demo Data
=========
Fix sales order demo data to appear for the admin (instead of system)
PR: #25997
task-1869469
Before this commit, the method _document_check_access would succeed if it was called with a non-existing id.
Now it will raise a MissingError.
PR: none
Task: none
The list of visible records are anyway based on access_rights.
State has been removed from the domain.
If the portal must be customized for a model,
access rights / rules can be added to do so.
Task ID : 30985
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
Add an onboarding panel for invoicing, it appears above the invoice
list.
After going through the steps the system should be all set to send real invoices.
In the payment module, add a payment acquirer step and add it to the invoice onboarding panel.
task: 60668
*project/purchase/sale/website_quote
Before this commit:
Some module having a portal page (Quotation, SO, Purchase..) would display a
pager in the page, sometimes on the document header, sometimes in the middle
of it.
Every template would have to t-call the `portal.record_pager`.
Now:
The generic portal breadcrump will now display the pager directly on the top
right. It means every portal template setting `prev_record` and/or
`next_record` will automatically have the pager displayed without having to
call it.
Plus, it will be displayed at the same position for every template, making
the behavior more consistent.
Plus, it will also remove the background color from the breadcrump and hide the
home button when you are already on the home page.
opw-39876
*account_payment, l10_in(_sale), sale(_stock), web
With this commit:
The invoice preview in portal (/my/invoices..) is now the HTML version of the
PDF report.
The HTML preview is based on the invoice report to closely match what is
already done in Odoo.
The invoice preview is displayed in an 'iframe', it is mandatory since:
1. Reports are rendered as a separate page as it returns the whole page after
rendering, which has tag <html>, <head> etc
2. Reports are having their own layouts and their own assets that we we cannot
load in the page directly or it will break the website layout.
3. We can not use report template with t-call because internally reports are
using extra params like context_timestamp, company, DateTime, user etc which
is used in header/footer
--
There will be a chatter (as a modal) to display/see the history of the document
--
For responsive purpose, we use new tables with limited column (Description,
Quantity and Amount) for responsive purpose (small screen).
It also adds some bootstrap classes to reports for responsive purpose.
--
The 'Pay Now' button remains if you already paid with 'wire transfer'.
--
Add margin after the header and before the footer to look like the real printed
document, without alterating the real printed version
Task ID: 39876
This commit prevent VAT and company name edition if an user has already at
least one document (SO or invoice) for his partner or his related company
partner.
Any module can override this feature to add their own condition to prevent
campany name/VAT edition.
task-33088
Closes#23420
Otherwise access token is not correctly propagated notably in payment
form. This means customers paying invoices through the customer portal
without being logged are not correctly redirected once payment is done
as the access token used to display invoices is lost.
* keep query on pdf link so that customers have access to the pdf when
using the access token instead of having an access rights error;
* add redirect to record override that allow to take into account
/mail/view links containing an access token for invoices like what
is already supported for sale orders;
* improve action buttons display;
* reduce headers and better display invoice name and customer address;
Purpose is to allow to display error, warning or success messages based
on some user action like payment. This is done using kwargs in the invoice
view route. Codes are added in URL and message display has to be managed
in the template itself. Inheriting modules and/or new features will have
to add their specific message according to the error, warning or success
messages they want to support.
* get invoice access right check in its own method. Purpose is to allow
its use in other methods and avoid writing same code several times;
* factorize invoice customer view values computation. Purpose is to allow
adding values when displaying the page through inheritance. For example
to add available payment means in sale_payment;
hupo-odoo