This patch comes with a corresponding server-side patch (revision 4946 revid: odo@openerp.com-20130420032529-pvv6vuelp84bt26j)
- module-specific overrides of _commercial_fields() for all modules adding accounting/invoicing-related fields to res.partner
- corresponding changes to inherited views of res.partner form to hide these commercial fields when they are in fact "related fields" of their parent commercial entity. This mainly concerns 2 sections of the Partner form: the whole Accounting tab, and the bottom of the Sales&Purchase tabs with the pricelists and invoicing fields. These sections are replaced by a short message and a button to open the commercial entity to view/edit the fields
- a few fixes to properly delegate the resolution of various contact/address types to the corrected res.partner.address_get()
- changes to search views of the main business documents so that searching for a company name will also match its contacts
- a fix of the _find_accounting_partner() method that the account module uses to locate the partner to which journal entries must be linked - it will now use the same semantics as for "commercial entity"
- fix issue detected by Joël Grand-Guillaume in comment #34 of bug 1160365: when invoicing after delivery, the invoicing contact/address must be used rather than the main customer. Tests updated accordingly.
- add new 7.0 module "account_report_company": this module adds an extra stored field "commercial_partner_id" on Invoices to make reporting/aggregating by partner easier in the Invoice list and in the Invoice Analysis report. This module is expected to be merged in the main account module in the next major release. The module can be installed without any risk on any existing 7.0 databases.
This module also mitigates group_by issues on all models by adding a new stored function field `display_name` on res.partner that contains the name_get() result in the form "ACME, John Doe" and set it as the default _order for res.partner. This ensures that group_by entries for the same company will always be next to each other on all documents: "ACME" is directly followed by "ACME, John Doe", "ACME, John Anderson", etc. This field also replaces the `name` field in the list and kanban views of Partners, so that the display order matches the display labels.
- fixed unique constraints definition on some commercial fields on res.partner (l10n_ro)
lp bug: https://launchpad.net/bugs/1160365 fixed
bzr revid: odo@openerp.com-20130420034221-2wvf6rezwl7gog74
alias_name is not required anymore
crm, hr_job, project, mail_group, res_users: alias creation is now different
and done more like other inherits, except an alias_model_name that is given
to the context to find the alias alias_model_id.
crm, jr_job, project, mail_group, res_users: updated form views using
aliases
mail_alias: added a filter on 'inactive' aliases (alias_name False) and
added a button to redirect to the related document if any
bzr revid: tde@openerp.com-20130409111158-bv04n5o01z9l3c17
On clicking the *Claims* button in Customer form view it is showing the filter like 'Partner' so made it as 'Customer'
Added field Partner_id in search view of Project.
bzr revid: psa@tinyerp.com-20130409055507-7v15i2hppum0exoz
This revision adds a configuration in Settings/Sales: enable the use of sales team. If not enabled, users have access to Leads and Opportunities menus; Sales Teams menu is hidden, as well as all fields related to sales teams. If enabled, a Sales Teams menu is added that works as the Project menu. The new sales Teams kanban view allows to have an overview of the sales team (leads, opportunities, quotations, sales orders, invoices). Clicking on a link of the kanban vignette redirect to the related list/kanban view, filtered by the chosen sales team.
This revision also improves the display of help message (also shown for empty kanban views) for leads, opportunities, tasks, issues, applicants. It displays the current sales team / project / job alias, or a default alias if no context is provided.
bzr revid: tde@openerp.com-20130405151914-8892yfmsmr2xwbbk
Thibault Delavallée