Commit Graph
7 Commits
Author SHA1 Message Date
Anousone Phaysomphot da920542ab [IMP] sale_(expense, management): improve digest tips
PURPOSE

Review the tips and digest layout design to make sure they have a WOW effect
and increase trial conversion/retention.

SPECIFICATIONS

“Odoo supports configurable products”
“Sell or buy products in bulk with matrixes”

Remove sale_expense tips.

See code for specifications.

LINKS

Task ID-2274264
COM PR: odoo/odoo#53580
ENT PR: odoo/enterprise#1139

X-original-commit: 15398990a1b162fef3e2280d9c4a82de9f61491f
2020-08-12 12:23:01 +00:00
Elisabeth DickinsonandThibault Delavallée a61ac2da69 [IMP] hr_recruitment, project, sale_expense: make tips bioutifoul
PURPOSE

Make digest email and tips more appealing. The goals of these tips are

  * to encourage the adoption of other apps (Did you know ?);
  * to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
  * to show social proof and increase trust (emphasis on already existing
    projects / customers to);

SPECIFICATIONS

Improve existing tips to be more inlined with new digest styling.

LINKS

Task ID 2197417
PR odoo/odoo#51619

Co-Authored-By: Elisabeth Dickinson <edi@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
2020-06-04 15:20:14 +00:00
Thibault Delavallée b1037eb2d1 [IMP] digest, various: add name on tips to ease their understanding
PURPOSE

Ease edition of digest tips by adding a name.

SPECIFICATIONS

Add a name on digest tips. Even if technical and not send to customers it
allows to see them at a glance in list view without having to guess their
content.

LINKS

Task ID 2214325
Com PR odoo/odoo#47416

Related: odoo/upgrade#933
Related: odoo/enterprise#9167
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2020-03-11 16:24:32 +00:00
Parth Choksi 52b4942525 [IMP] digest: improve the digest email layout
Purpose of the task is to improve the usability of digest email layout.

- Click on Connect button to connect to the database.
- Use same left padding in the header as in the section title.
- 2 decimal digits for monetary amounts, no space with currency symbol.
- Count real messages only, not notes or notifications.
- Add new tips for video tour.
- Moved recipients to a new tab.
- Changed email author to company's email.
- Some minor layout fixes.

Task-1918364
2019-05-07 07:04:34 +00:00
Rohan PatelandLucas Lefèvre 4ba8f51d87 [IMP] hr_expense: improve mail gateaway
1/ Send mail notification if expense is registered successfully

Before this commit, when user submits the expense via email, user is not getting
information about whether expense is registered or not. After this commit user
will get a confirmation email.

Few other usability improvements,
- Improved tooltip for the field 'default_code' in expense's form and in the
'Emails' config setting.
- Added product's default code in product's kanban view
- Filtered uom based on category of product's uom.

2/ Better parsing of expense mail subject

Criteria for matching expense product from email subject is changed,
  - The product code should be the first word of the subject.
  - Only expense products are allowed, previously there was no filter and user was
    able to select any product in expense via mail.

Currency support is added,
  - Now user can specify currency symbols and ISO code in expense mail subject.
  - If subject contains multiple numbers in that case, number with currency will
    get higher priory, and it selected as an amount in expense.
  - If multi currency is active, user can use any active currency symbol/ISO code
    in mail subject. Respective currency will be selected in registered expense.
  - If multi currency is not active, user can only pass company currency. Other
    currencies are ignored and expense will be registered as default company currency
  - If user pass non active currency in subject then that currency will be ignored
    and expense will be registered as default company currency

Examples:
PROD_CODE 2 foo $1205.91 baz

Added python test cases for mail subject parsing.

Related to task #35093
closes #22168

Co-authored-by: Lucas Lefèvre <lul@odoo.com>
2019-01-24 13:08:27 +00:00
Mitali Patel 54d7e7fd52 [IMP] sale_expense: implement digest KPIs / tips
Purpose of this commit is send a tip in digest emails so that people
can configure expense modules later.

This commit is linked to task ID 30655 and PR #18318.
2018-07-19 11:26:48 +02:00
Gert Pellin 59636caeba [imp] sale_expense: Make expenses re-invoicing easier
Change the data of the product Expenses : https://drive.google.com/a/odoo.com/file/d/1N0jW9QDQ35-5EY13fAsDIwuW8HHUXi-3/view?usp=drivesdk
When creating a new expense product from the Expense app, the invoicing information should be Delivered and At cost by default  https://drive.google.com/a/odoo.com/file/d/1IoqYU8I5MBaeabQJOvQoO-NQl1RK2yPy/view?usp=drivesdk

project : RD for Dummies
task : [Expense] EXP product
2018-05-28 16:58:36 +02:00