Targets commit d3530eb07e
Purpose
=======
- Exclusions for optional/accessory products do not work for attributes configured as "never create variants".
These attributes are now added to the reference_product context so that they can be taken into account when
evaluating exclusions.
Targets commit d3530eb07e
Purpose
=======
[Follow up JCR testing]
Various bug fixes including:
- optional products dont show when they have variants configured on them
- when no variant is created, you cant choose the product one first time in the ecommerce
- when in debug, attribute and attribute value menu is double
- fix design of default picture in cart summary / product comparison
- fix missing href tag on product comparison "add to cart" buttons
- products with the "Can be sold" box unchecked should not appear in the product configurator
We don't want two different reports for the same thing.
We will therefore lose the ability to print the "quotation builder" report built with the snippets.
PR: #27293
task-1889346
Targets commit d3530eb07e
Purpose
=======
[Follow up AL review]
Code cleanup and some improved models naming for the product configurator feature (see targeted commit).
Mostly changes the "product.attribute" related models.
Updated models:
- "product.product.attribute.value" to "product.template.attribute.value"
- "product.attribute.filter.line" to "product.template.attribute.exclusion"
- "product.attribute.line" to "product.template.attribute.line"
Updated fields:
- [sale_order_line in sale/sale.py] "product_custom_variant_values" to "product_custom_attribute_value_ids"
- [product_template_attribute_value in product/product_attribute.py] excluded_for is now a o2m instead of a m2m
- [product.attribute in sale/product_product.py] "create_variant" field is now a Selection with "no_variant" (old false), "always" (old true), "dynamic" (new value)
- [product in product/product.py] "product_attribute_value_ids" to "product_template_attribute_value_ids"
Purpose
=======
Product attributes can be configured to create variants "on demand".
This means that product.templates having these attributes will only create product.product variant
when that combination is actually selected in a sale order/in the web shop.
Product attribute values are also improved to handle extra prices and exclusions
in all three modes ("never", "on demand", "always")
Specification
=============
Create variants on demand
- add a new mode to generate variants as they are added to the order/cart
(needed for big # of combinations managed in the inventory and/or produced in mrp with specific boms)
- replace the boolean by a selection radio
tooltip for this new field:
Always:
Variants are generated straight away when
the attribute values are combined in the product configuration.
Only when the product is added to a sales order:
Variants are generated once the combination is selected in the sales order.
This is advised when variants are customized on demand and manufactured as such in Odoo.
Never:
Advised when variants are not needed in Odoo.
The selected values just show up in the description of sales order lines.
- ability to define attribute extra prices & exclude combinations in all variant modes
- if at least one attribute of the product in set to "on demand" mode, generate all the variants "on demand"
Purpose
=======
Product attrivutes can now have custom values.
These values are specified by the user during the SO creation.
They are also available on the webshop frontend.
Specification
=============
add a new mode to generate variants as they are added to the order/cart
- ability to define attribute extra prices & exclude combinations
Task #1871557
Purpose
=======
- Configure a product from a sales order as easily as in the ecommerce
The backend uses the same template as the frontend to configure a products and its options
- Display optionnal products of optionnal products in the "sale options" section
- Allow adding exlusions to some combinations of the product and/or
to some combinations of the optionnal and accessory products
Specification
=============
PHASE I
1. Improve the "Add to cart" with optional products
- When you add an option to cart, move the product to the cart & show the options of this option
- Don't open the option wizard if no option available (in case this module becomes generic,
it's better to skip this step when it's not needed)
- Display the options right under their related product in the cart
2. Do not allow to add the product as an optional product for itself
Why ?
- No functional sense
- Creates issues in the add to cart wizard
3. Exclude some attribute combinations within the product or with related options and accessory products
- Rename VARIANT PRICES button -> CONFIGURE VARIANTS
- When you click this button and select a value, open form view rather than inline edition
- Form view of variant values:
- Attribute
- Value
- HTML Color Index
- Attribute Price Extra
- Not Compatible with: o2m tab with 2 fields: Product AND Attribute Value (of this product)
[m2m tag selection]
- in any new line, autocomplete the current product by default
- Tooltip: A list of product and attribute values that you want to exclude for
this product's attribue value. Also applies on optionnal and accessory products.
4. New option to configure a product in a sales order line
- This option is only visible if the corresponding option is activated in the sales settings
- It opens a wizard to select a product template, configure related attribute values
and select optional products (based on frontend view)
- Attributes not compatible with other selected attributes should not be selectable
- Must work like in the frontend
This commit aims to improve the user experience when using payment acquirers. There currently are no error feedback with some acquirers, which leaves the user wondering what is going on and what is the real status of its payment.
In some cases, the user is currently being redirected to the home page even though the payment has failed. We want to make it more obvious to the user that something unexpected has happened by redirecting to an intermediate page that will provide good feedback on payments status.
Another goal of this commit is to order acquirers by sequence instead of by flow and to select the first acquirer by default. This feature was already implmented in commit fe294fd43e521bd2d339e962f43acf46c3d4cb97, some UI adaptations were needed though.
Related to task #36680Closes#26958
Flow
====
Have one model field responsible of telling when the sales order has to be signed or paid to avoid inconsistencies.
The general rule is: sign & pay are only used upfront to confirm a sales order. If a sales person starts to modify (confirm) it manually, we don't need those features. Especially at that point pay should be done with invoices.
Modal
=====
For the sign, we want to force refresh the page to update its state, and thus we need to show the confirmation message on the reloaded page.
For sign and pay, we changed a bit the structure of the text in the modal to allow to translate it more easily. Also fixed the payment selection by moving it into the body instead of the footer.
For the reject modal, we want the feedback field to be required, so we can see in the chatter by who and why it has been rejected.
Misc
====
Moved remaining bits of code related to preview/pay/accept/decline from sale_management into sale, where it should have been in the first place.
Sales Order:
- Improved status/contextual alerts.
- Hide discount from small to fix responsive.
PR: #26801
task-1876864
remove sales help
The goal of this commit is to fix the various views and reports of sales and invoices.
======
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
=========
Demo Data
=========
Fix sales order demo data to appear for the admin (instead of system)
PR: #25997
task-1869469
Before this commit, the method _document_check_access would succeed if it was called with a non-existing id.
Now it will raise a MissingError.
PR: none
Task: none
[MOV] move sale_payment into sale
=================================
Almost all use cases of sale require sale_payment down the line.
There is only one case which does not: using sale_management without website_sale or website_quote.
However, since we want to move most of the features of website_quote into sale_management, moving sale_payement first will make the task easier.
[MOV] move website_quote into sale and sale_management
======================================================
We want to use some features of website_quote without having to install the whole module.
The main issue with website_quote was that it had a requirement on website.
What is common to website_sale and sale_management has been moved into sale. This is primarily the sales order portal view.
What is only related to sale_management has been moved into it. This is notably: sales order templates, optional products, sign and pay, ...
Everything that requires website has been moved into a new module named sale_quotation_builder. This is related to using the HTML builder to customize the quotation view.
Models, files and routes have been renamed to better convey their purpose and to follow guidelines more closely.
[IMP] merge sales order portal views
====================================
The old sales order view on the portal has been merged into the one from website_quote. The new view contains features of the two.
A lot of fixes and improvements have also been done, related to BS4 issues but also to improve the sales order view in general.
[IMP] add new settings
======================
The commit adds new settings related to activating the features that previously were activated by installing website_quote.
PR: #26345
Task: 49205, 1838924
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
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
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
* set height for draw signature when user want to accept order to avoid
various display issues;
* fix name input not being displayed as error if trying to sign with a
void partner name;
* no more show 'Accept & Sign' button if customer signed document;
* update message string for success message after signature;
* add an option to specify the signature button label and use it in
sale customer portal;
* improve return of signature route to return more specific error
messages;
This commit contains squashed code from @rop-odoo .
* display canceled or done status of quotations on quotation page
view in order to ease user navigation;
* allow to filter on state;
* fix breadcrumb for canceled quotations, currently telling 'Sales
Orders' instead of 'Quotations';
* display order shipping address only if multi address group
is activated;
* display order expiration date on sale order customer portal;
* when signed, add help message on disabled 'Sign' button telling
when and by who the order has been signed;
* fix download button display and alignment in quote template
This commit contains squashed commits coming from @jpr-odoo and
@abh-odoo .
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
Purpose is to allow customers to accept and confirm orders on the
customer portal without having to rely on advanced website_quote
(online quotation) features. Including :
* add quote confirmation route;
* add support in customer portal using the newly-introduced signature
widget;
* add action button on the order page view;
Purpose is to allow to display error, warning or success messages based
on some user action like signature or payment. This is done using kwargs
in the order view route. Codes are added in URL and message display has to
be managed in the template itself. Inheriting modules and/or new features
will have to add their specific message according to the error, warning
or success messages they want to support.
It does not have any impact in current stable as the inherited
method does not use it. However if another addon inherit it
it will not receive access_token depending on call chain. Let
us fix it.
This is a manual forward-port of ce9ed600ca.
* get order access right check in its own method. Purpose is to allow
its use in other methods and avoid writing same code several times;
* factorize order customer view values computation. Purpose is to allow
adding values when displaying the page through inheritance. For example
to add available payment means in sale_payment.
Customer portal is now a feature coming directly with sale module. As
it uses a simple website renderer customization and advanced website
features are not available and depends on having website module
installed.
Aurélien Warnon