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
The goal is to be able to more easily create section and notes on sale order, invoice, and quote.
================================
Problems of the existing feature
================================
The problematic part in the existing feature was that the same section had to be defined again and again for every line, instead of being defined only once where it needed to be. There was also no easy way to move them. Those concerns are solved here.
Moreover, due to the complexity of the feature, it was hidden by default, requiring a setting and multiple overrides. The new feature is simple enough that it will always be present.
==================
New implementation
==================
Sections are lines solely used for display purpose, there is no business logic attached to them. They will show as a nice header at the top of the section, and a subtotal at the bottom of the section.
We also take the opportunity to add notes, which are just like sections except they are displayed differently and don't include a subtotal.
=========
Reasoning
=========
We decided to implement it this way, as opposed to creating a proper section model, because it creates less changes in the code.
Creating a intermediary section model between the sale order/invoice/quote and their lines would have required to rewrite the entirety of the code associated to them. It would also have required to create a new JS widget to handle on the same view a double-level One2many (or a One2many + group by).
The current solution is much easier because it just requires adding 2 buttons, 1 simple field on the corresponding models which even has a NULL default value, and making some business checks (don't apply business to section/note).
We tried our best to impact as less as possible the existing models. Notably we didn't want to add any extra field if this was avoidable. This also makes the migration easier.
No matter the implementation choice the views/reports had to be updated to display the sections and notes correctly, which has been done.
===========
Limitations
===========
The current solution has several limitations:
* since the sections don't have business logic, it's not possible to make any reporting based on them
* any business related to sections has to be computed on the fly by browsing in order all of the lines, notably the subtotal has to be computed on the fly at every display
- when sections are moved (drag&drop) on the back-end, the following lines that are part of the section are not moving with the section
===========
Technically
===========
The commit will:
* update the models to add the display_type field (along with related sql constraints to guarantee integrity)
* add new buttons at the bottom of the lists to allow creating section and note, along with the existing add a line/product button
* add some business checks to not apply business to section/note (product_id and account_id became non-required fields)
!!! The most likely cause of potential bugs introduced in this commit would be to have forgotten to add those checks on some places where they would be needed. This is tedious to check but fortunately easy to fix.
* update the views to display sections and notes correctly, also made various improvements/fixes to those views (notably to apply B2B/B2C setting more consistently)
!!! This is the second likely cause of potential bugs: if the updated views are inherited in a way that is not compatible with the changes. Or if we forgot to apply the changes to some other views. Again this is tedious to check but fortunately easy to fix.
Task #53996
PR #25209
Commit 2fa469c5e5 implemented the possibility to sign and pay (one after the
other) a sale order to validate it.
The option to sign and/or pay is activated in the sales settings but can be
overrided by a template.
Two improvements needs to be made:
1. Creating a new template should use the sale settings as default value for
sign and pay confirmation mode.
Note: If none has been enabled, sign should be forced.
2. Default value in sale settings should remains as it was before, nothing
activated by default.
opw-1818837 (Added specs with fgi)
Both features already existed but it was not possible to enable both.
This makes that possible. When both are enabled the quotation first has to be
signed, then it can be paid.
Purpose
=======
No way to combine digital signature and online payments to confirm orders.
A customer signature matters for big deals, in order to keep an official print
of customer agreement.
Specs
=====
- when the customer signs online, a new pdf is generated with the customer
signature on it and posted as a note in the chatter, replacing the current
signature jpg.
- show the signature in the portal view, with both sale_management and
website_quote module
- change in settings: Digital Signature and Electronic Payment are now 2
checkboxes instead of a radio button
- these settings must be company-specific (add company icon if multi-companies,
like other company-specific settings)
- when both modes are activated, it first request the signature, then the
payment
- the order is confirmed after payment
opw-1818837
Closes#24174
Commit a0f8ee92c3 solved the use case where
a quotation was created through the website shop and where the default quote's
template's require payment should be transmitted to the quote.
However, this commit made the field readonly
This present commit solves both problems by assigning a default to the problematic field
rather than computing it
OPW 817510
When having a default template for quotation
Doing a sale order through the website
Before this commit:
The field require_payment on the SO was not matching the one on the template
This leads to confusion at config time when on the backend something is set on the template as default
while not matching what actually happens
After this commit:
The field require_payment on the SO is computed from the template
OPW 807946
Create a quotation in sign confirmation mode.
Send it by email
Follow the link
Go the quote's user's portal
Go to the quotes menu, and enter the right SO
Before this commit, although the confrmation mode of a SO
was rightly computed, it was badly retrieved and displayed.
The button on the email was 'accept and pay'
On the portal, the form view of the SO displayed 'pay now'
After this commit, in both cases it displays 'accept and sign' or the like
OPW 806554
related to #22390
-> Move a button into its wizard and not in the void
-> In the sale order, set the default value for require_payment related to sale_portal_confirmation_options.
- When paying with stripe an error occurs because of a callback generating the invoice for the SO which is called now automatically by the payment system
This is a hotfix/hack for a conflict between website_quote and
website_sale, on the field website_description.
The conflict happens when both modules are installed.
Fixes#20118
Steps to reproduce the bug:
Let's consider a product A with a price of 100
Let's consider a pricelist P with a visible discount of 50% on product A.
Let's consider a quotation template Q with one line with the product A with 50%
of discount.
Let's create a SO with pricelist P and set the quotation template Q on it.
Bug:
The unit price of A on SO is 50 instead of 100 and the visible discount is 50%
instead of 75%.
With the fix:
The unit price is 100 and the discount is 75%
opw:771996
The 'View', 'Accept and Sign', 'Pay Online' buttons are now correctly
computed based on the sales settings or the online quote settings.
Indeed it is now possible to sign and/or pay quotations without having
website_quote module installed.
We also:
- reorder a bit the form view for quote templates
- change the way default templates are selected for sales order
(inactive quote templates are not selected) while keeping
customizability through ir.values
Mail now can handles a generic access_token in /mail/view route. Mail does
not do anything with it. Addons can override the controller and add their
specific management of this token according to some specific business
logic.
Sale order emails now contains the access token to grant access from the
notification email url without logging in. Sale portal now allow customers
to log in using an access token without having to use Online Quote. If
the user doesn't have an account yet and signup is allowed (B2C) an extra
parameter is added to the url to link the correct partner to the user upon
signup. If the user already has an account an extra parameter is added to
auto-fill the user's login if he wants to login from that session.
Account is also updated to prepare accepting access tokens. However the
complete implementation of accounting customer portal will be done in
another task coming soon.
Mitali Patel