Purpose of this commit is to give description more "business oriented"
because those descriptions appears in Odoo Studio which is supposed to be used by end users, not only by developers.
Related Task ID : 37311
The goal of this commit is to fix the various views and reports of sales and invoices.
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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
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Demo Data
=========
Fix sales order demo data to appear for the admin (instead of system)
PR: #25997
task-1869469
Purpose of this commit is to avoid browsing and prefetching data about
recipients when notifying a message to partners and channels. Mail message
_notify computes all necessary data in a single query. This commit allow
to re-use this data by propagating it through the call chain.
Addons inheriting from classification methods used when sending notification
emails are updated accordingly to the API and data update.
This commit is linked to task ID 47934 and PR #24033. No functional change
should occur with this commit.
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
web (tagged with `openerp-web`) translations are loaded in the backend, in
`odoo.addons.web.controllers.main.WebClient.translation(mods=None, lang=None)`
method (through `/web/webclient/translations` controller).
In website, the controller `/website/translations` is called used, fetching
the translations from modules with the (fragile) clause `name ilike 'website'`
This commit fixes two bugs:
1. Install `website_sale`, activate discussion on products
-> the chatter is not translated as the portal translations not loaded in the
`/website/translations` controller
2. Install `helpdesk` but not `website`, go to portal view of a ticket
-> the heldesk chatter is not translated as the `/website/translations`
controller is not called (only provided by the website module)
This patch implements a modular approach to translate the web resources of the
right modules only.
The controller /website/translation is moved to http_routing and each module
override the new _get_translation_frontend_modules_domain method to adds its
translatable module
Closes#23618Fixes#23610
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
This commit renames some internal mail.thread methods linked to the
notification process. This is the next commit of a series aiming at
improving code readability and method finding through prefixes. See
notably cae1c3977f, cdfe479e2e and fc1348dd3d.
This commit does not change any functional feature. It does only
rename notification-related methods, using the _notify prefix to
ensure they are private and to mark they are part of the notification
process.
Purpose of this commit is to allow customer portal to have an access link
containing an access token. Portal mixin now override the default mail.thread
behavior when classifying recipients of a notification email in groups.
If the model has an access_token and a customer field correctly defined
the recipient that matches the customer will have an access link in its
notification email holding the access token. It will also contain an
auth signup token if it is enabled.
After removing the `sha_in` params a while ago, we get rid of
the deprecated `token_field` option.
- Make `token_field` a model attribute, so that each model can easily
define the token field that should be used, and it does not need
to be passed around all the time anymore.
- Rename `_special_access_object()` to `_has_token_access()`, much more
readable since it returns a bool
- Do not forward the `attachment_ids` keyword arg to message_post,
as it sometimes contains unrelated IDs (the helper is not meant
to post attachments anyway)
- Update callers accordingly
This mixin holds the replacement for website_published.mixin
website_url field. This field is called portal_url to avoid confusion
with the website and enforce the new portal use.
It also contains get_share_url method that will be used to generate
the URL to use in emails or various communication for customers.
All portal features were moved into base
and website_portal, portal module is obsolete.
This commit remove its code, and modify the modules
dependencies accordingly. website_portal now depends
on auth_signup.
The goal is to prepare the removal of
'portal' module.
- demo portal user is moved into base
- 'is_portal' field on res.group too
- remaining security rule are moved to base too
- mail template is moved to website_portal
Nimesh Jethva