Purpose of the task, is to prevent users from inadvertently
creation/opening countries from country_id fields.
Countries should be managed from their dedicated menu item.
so in this commit, we have set both no_open and no_create to True
so user should not update and create a country from the many2X fields.
closesodoo/odoo#63773
Taskid: 2241677
Related: odoo/enterprise#15464
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
When a field is specified as widget="monetary" it makes sense to have the
currency actually shows. It won't happen if currency field is not present
within the view.
An heuristic to detect missing currency field presence when using monetary
fields or monetary widget tag will land soon in master. As this commit targets
a stable version only view fixes are provided.
Task ID-2329114
PR #56946
X-original-commit: 9c1c848ad1e8fef11320e2a162b008de7e304bcb
The domain on the view was incorrect. The field is a required
selection where one of the selection is 'none'
closesodoo/odoo#51076
X-original-commit: 80dd40dd86484b3ab8c47b3baa315843f0027871
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
- open accounts in a full view instead of a modal
- ability to reverse entries at their own accounting date
- don't create draft closing entries and reminder if no configuration for tax groups
- reordered account menus
- improved invoice form view
Task ID : 2209497
closesodoo/odoo#48355
Related: odoo/upgrade#1001
Related: odoo/enterprise#9485
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
PURPOSE
Remove dead views to clean dead records
SPECIFICATIONS
Find unused views and remove them, notably specific views that are not used
anymore because generic one is always taken. Notably
* view_partner_short_form: a short form view on partner that is not used
anywhere anymore. Indeed it has a priority of 2 whereas default form view
has a priority of 1 (lower better). It is not referenced in actions
anymore. It is therefore dead.
LINKS
Task ID 2196317 (Social/Marketing specific)
Task 2092079
Accounting firms that want to give access to their customers avoiding
mistakes and risks will love this profile that can't do anything
wrong... Maybe as well as companies auditors..?
closesodoo/odoo#39860
Related: odoo/enterprise#6576
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
PURPOSE
=======
When the customer and supplier boolean fields were dropped
from res.partner in 13.0, the 'customers' and 'vendors' filters
were removed as well.
Two new 'customers' and 'vendors' filters have since been added
in the account module.
They might look identical to the former ones at first, but those
are instead based on two brand new 'rank' integer fields:
customer_rank and supplier_rank.
Those fields start off at zero and are increased by one each
time an in_invoice/out_invoice line is posted for the res.partner.
This means that, to be considered as a customer, a res.partner
has to have at least one invoice line posted.
This has stem confusion in both former and new users of Odoo:
- users do not have a clear idea of how this filter actually
works. (I personally had to go through xml and python code to
understand how to turn a res.partner into a 'customer')
- to the users that were used to the 'customer/supplier' boolean
fields, it simply looks like the old filters stayed while the
boolean fields were removed
- one of the reason why we got rid of the 'is a customer' field,
is that there is no unanimous definition of what a customer
actually is
- is it when the lead is won? when the quotation is
created/sent/confirmed? when the invoice is
created/sent/confirmed?
- here, we decided that is it when the invoice is posted,
but whether the user agrees or not with this definition,
there is no way for him to know this is where we decided
to draw the line
A simple way to clarify all this is to rename the 'Customers' and
'Vendors' filters to make it obvious that they are based on the
customer invoices and vendor bills.
closesodoo/odoo#43349
Taskid: 2166410
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Before this commit, bank accounts tab on partner view is available directly
in base whereas it should not, as it contains information useful only
for accountants. We therefore move them directly to account.
Task ID: 2172260
closesodoo/odoo#43322
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Before this commit:
If neither Invoicing nor Accounting are installed, users are stuck with menus
items to create bank-related informations (Banks and Bank accounts). They won't
be able to set these information directly on their contacts.
After this commit:
The Bank Accounts part of the Invoicing tab has been moved from the `account`
module to `base`, so it's now visible in the partner form even when only
`contacts` is installed
Task ID: 2126832
closesodoo/odoo#40563
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
It was not possible to search a fiscal position by name without a custom
filter.
opw:2124184
closesodoo/odoo#40404
X-original-commit: 72534d7ae21677b02d7cb26dd06d84d532be9514
Signed-off-by: Simon Goffin (sig) <sig@openerp.com>
after this commit :
added a separator at the end of the inherited view
task - 2082289
closesodoo/odoo#39506
X-original-commit: 8777f525ced87890242e1c73cac55c70444de351
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
For more consistency, as the menu item calling the corresponding action
is named "Vendors".
closesodoo/odoo#38783
Signed-off-by: Simon Lejeune (sle) <sle@openerp.com>
- This commit reorders the configuration menu in the
Invoicing/Accounting app in order to split the Invoicing menu
items from the Accounting ones.
- This commit also restores the Bank Account form view of V12.
task-2032586
Purpose
=======
To correctly choose in which account a line should be posted,
we have to know if the partner is a customer or a supplier.
Specification
=============
Keep track of the number of account moves "in" and "out"
a partner has. These counts should be based on the posted
account moves. A customer that has been created from the
'Customer' menuitem will have a rank=1. When a customer
invoice will be created for him, the generated account moves
will be taken into account to compute its rank. The most
invoices we have for a partner, the higher his rank is.
Note: To avoid any concurrent update failures on the partner,
if one transaction has already locked a partner row, the count
update will be skipped that time.
This means the values may be approximative in the database!
The exact values will eventually be correctly computed at
the next successfull try.
Known limitation of this approach: The computation ignores
the set of currently selected companies. Actually, storing
context dependent values in the database is a bad practice,
and is avoided in that case by taking all the companies into
account.
Use the stored fields `customer_rank` and `supplier_rank`
to order partners when searching by name. This allows to show
best customers or best suppliers on top.
To choose if best customer or supplier are shown on top,
the context key `res_partner_search_mode` is used.
The context key can take two values: 'customer' or 'supplier'.
This decision partially reverts/revamps 8766f38 to only use
account moves instead of PO and SO
On actions showing partners, set a default filters to menus to
only display customers (customer_rank > 0) if the string is
"Customers", and only suppliers if the string is "Vendors" or
"Suppliers".
TaskID: 2049131
closesodoo/odoo#35942
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
When the many2xxx field relates to a model where company_id is required, set
this domain [('company_id','=',company_id.id)]
When the company_id field of the related model is not required, set this domain
['|',('company_id','=',company_id.id),('company_id','=',False)]
When setting the domain on a field which is in the treeview of a xxx2many field
evaluate against the company_id of the 'parent'.
Some constraints have been added on sereval models. Take a look at the complete
specification for more details.
TaskID: 2024446
Closes: #35266
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
Have a nice ribbon widget to display state of records: part II
SPECIFICATIONS
Next to 883c96b781 and recent ribbon widget update some form views
have to be updated. It is best displayed following those rules
* after oe_button_box in order to fix overlapping;
* before image to overlap it cleanly;
LINKS
Task ID : 2032621
PR : #34662
Task
Purpose
=======
Fields `customer` and `supplier` on `res.partner`
are mostly used in domains of many2x fields.
Those domains can confuse end users because they don't
see the partner they are looking for; and it's not obvious why.
Some identified problems:
1. It can lead to duplicated partners: the user does not find
the partner, so he creates a new one.
2. The user imports supplier contacts in the Contacts app, so they
don't get the `supplier` flag. Then the user wants to make a purchase order,
and cannot find the new suppliers in the list
3. A user removes the customer flag on a prospect, because they don't think
it's a customer yet - except now they can't make a quote for that customer...
Specification
=============
Remove the two mentioned fields.
Since fields `customer` and `supplier` have been removed, all partners
are now shown in many2one dropdowns.
But in some cases, not all partners are relevant or some are more likely
to be relevant than others. e.g. when creating a PO, top suppliers have a
higher priority than other partners.
So, adapt the places where those fields were used with the new mechanism to
display the searched the partners, according to the number purchase/sales
orders they made.
TaskID: 2031147
Co-authored-by: Yannick Tivisse <yti@odoo.com>
Purpose
=======
While cleaning the stat buttons across all modules, we
decided to move the (un)archiving from stat button to
actions in the 'Action' dropdown.
Specification
=============
Remove the 'active' stat buttons in all views
The old tree views don't really exist anymore, this odd pseudo-flag to
dispatch between "list" and "tree" tree views has no reason to remain.
Task 1937686
closesodoo/odoo#31243
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
On fiscal position, there is a mix of sales & purchases invoice
which makes it difficult to understand.
So display the type of tax on fiscal position and
improve the name_get so type must be translated.
also improve the default tree view of tax so it will display the
same on 'search more' of many2one.
Task-ID: 1943502
Closes: #32241
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
This widget was exactly the same as a `one2many` and was kept for backward
compatibility reasons. It can be safely removed in master.
Related to task 1918327
Various ux improvements in the product and contact form views :
Contact :
- hide/reveal fields according to customer/supplier status and
reorganize
- fields moved to stat buttons
- addresses : tooltip and relabelling
Product:
- Fix re-expense policy (dis-)appearance and fields style
Make sure to hide the Account Holder field only when coming from a
Parter view, where it is pre-filled thanks to the context key.
opw-1892758
closesodoo/odoo#27832
Purpose
=======
They are a lot of places where we set an attribute 'groups' on a view element and:
- The group doesn't exist anymore
- The group xmlid is not correct
- The group xmlid exists but the modularity is not respected (example: group_stock_user
used in a view in the 'product' module).
Where it happends, nothing warns the user of the developer. The element is just never
rendered.
Specification
=============
Fix the occurences of bad groups definition
[IMP] account: partner form view: add a small link under the bank accounts list, allowing to open the tree view of the linked res.partner.bank, so that they can be fully edited
Before that, as the bank_ids field of res.partner is displayed as an editable tree view with only two columns, it was impossible to edit more specific fields of the bank accounts through the partner form view, such as acc_holder_name.
This is done by displaying this field on top of the vendor bills form view and using it as a default value when registering the payment. The use of a sequence on res.partner.bank also allows giving priorities to partner bank accounts directly from the tree view that is contained in res.partner form. In case payments are generated for multiple invoices at once, their account is set as the partner's most prioritary account.
[IMP] account: payment for multiple invoices: option to group + also group on account + hide memo
Add an option in the multiple invoices payment wizard to choose whether or not to group the generated payments. This is useful in case we want to keep one payment by invoice (even if they share the same partner, etc) so that each of them corresponds to a single communication.
The memo field of this wizard is now also hidden in some cases, when displaying it would allow entering wrong communication values (for example, when paying invoices from different partners ; it makes no sense that all the generated payments share the same memo).
[IMP] account: option to sanize invoice communications
Purpose
=======
The Contact form is one of the most used/important view. It is quite
important to find the piece of information easily and to navigate in
a few clicks to the related views.
Specification
=============
Stat buttons
------------
- Restructure stat buttons with the following order:
Opportunities -> sales user
Meetings -> sales users
Sales -> Sales users
POS Sales -> pos users
Subscriptions -> Subscription users
Events -> event user
Tasks -> project user
TIckets -> helpdesk user
Purchases -> purchase user
Due -> billing: user
Invoiced -> billing: user
Vendor Bills -> billing: user
Customer/Vendor Partner Ledger -> accounting: billing
Analytic Accounts -> accounting: billing
Credit Cards -> sales user
Direct Debit Mandates -> accounting: billing user
Publish
- Use better/more relevant icons
- Check that the proper access rights are set
- Remove the bank accounts stat buttons and replace it by a one2many
tree on the Invoicing page.
Fields
------
Move some res.partner fields from the "Accouting" page to the
"sale & Purchase" page:
- Fiscal positions
- Payment terms
Miscellaneous
-------------
- Remove dead code.
- Display nothing instead "Please complete customer's informations and email"
on the popup when sending an email to a contact without email address.
- Go on the partner form view
- Click on the stat button 'Invoiced'
- Create an invoice
The partner is not filled in.
Overlook of 1f277a3572
opw-1839867
Before this commit, a partner in a company could have a fiscal position belonging
to another company
Namely, the search view on the field property account position displayed every fiscal position
This could create problems afterwards, when managing an invoice from a restricted rights user
(with an access right error raising)
After this commit, we soflty constrain the choice of the fiscal position to the ones
belonging to the same company of the partner
OPW 1833848
OPW 1827831
closes#24056
We would like to make the "no item found" screens more appealing.
Before this commit, it shows a small help tip in the top-left
corner of the screen, just below the "Create" button.
With this commit, these help tips have been replaced by onboarding
screens, which consist of a picture and some text below, both of which
are horizontally centered.
The texts have been slightly changed, so that they are shorter and clearer.
Considered modules:
(A)
account,
account_asset,
account_budget,
account_test,
account_voucher,
analytic
(B)
barcodes,
base,
base_automation,
board
(C)
calendar,
contacts,
crm
(D)
delivery
(E)
event
(F)
fleet
(G)
gamification,
google_drive
(H)
hr,
hr_attendance,
hr_contract,
hr_expense,
hr_gamification,
hr_holidays,
hr_payroll,
hr_recruitment,
hr_timesheet
(I)
im_livechat
(L)
l10n_fr_sale_closing,
link_tracker,
lunch
(M)
mail,
maintenance,
mass_mailing,
membership,
mrp
(N)
note
(P)
payment,
point_of_sale,
post_mercury,
pos_restaurant,
product,
project,
purchase,
purchase_requisition
(R)
rating,
repair,
resource
(S)
sale,
sale_timesheet,
sales_team,
stock,
stock_account,
stock_landed_costs,
stock_picking_batch,
survey
(U)
utm
(W)
web,
website,
website_blog,
website_customer,
website_event_track,
website_forum,
website_quote,
website_sale,
website_sale_digital,
website_slides
When reinitializing modules it is impossible to create partners if
account is installed because invoice_warn field has a required column
but no default value if the module does not depend from account. Use
case is trying to run test_mail tests with account installed.
As this field is not business critical it is now not required. As there
is a default value behavior should not change for users.
* Fiscal positions: add stat button for 'Active' (instead of checkbox )
* Customer Invoice line form view no need for purchase order remove(or hide in customer invoice) and put Anallytic tag field in form view
* Currencies sorted based on active field (so we can see all active currency first)
* Improve graph for bank and cash journals on dashboard: based on ending balance and statement lines.
Was PR #14833. Was task 29541
-added tour for invoicing
-allow to set easily the number of the first invoice/bill/refund of a journal, from the invoice screen
-small usability fixes and refactoring
Purpose
=======
Improve readability on mobile
Specification
=============
Activate Kanban view on those so it could be displayed by default on mobile instead of view list
List of impacted modules:
- account : kanban for purchases payments
- account : kanban for journal entries
- account : kanban for chart of accounts
- account : kanban for budgets
- account_analytic_default : kanban for analytic defaults
- account_asset : kanban for assets
- account_asset : kanban for asset types
- account_budget : kanban for Budgetary Positions
- account : kanban for fiscal positions
- account : kanban for taxes
- account : kanban for payment terms
- account : kanban for bank accounts
- account : kanban for journals(reuse Accounting Dashboard)
- analytic : kanban for analytic accounts
- analytic : kanban for analytic entries
mir-odoo