Purpose
=======
Ease the configuration of the main applications by adding configuration panels on the main views,
i.e. on the customer invoices, quotations and ecommerce dashboard. This panels are composed by steps
to configure the company data, the report layout and templates, the payment acquirers,...
Specification
=============
Invoicing Application
---------------------
The gist of the task is to add a config bar for invoicing app. After going through the config step, the system should be all set to send real invoices
Mockup: https://app.moqups.com/fgi@openerp.com/qhrp1ZJB1i/view
1. Configuration bar
- The current onboarding modal should not pop up when the user clicks on "Print Invoice" anymore: https://drive.google.com/a/odoo.com/file/d/1xMin8lBB3guDOlIQaGCnLrBKKl5nbA-9/view?usp=drivesdk
- Add the following configuration bar between the top menu and the list of Customer Invoices
- This bar can only be viewed with "administration - settings" access rights.
- Each part of the bar opens a corresponding modal (defined below).
- Once information is saved on the modal, a green checksign appears next to it on the configuration bar. The user can still open the modal and modify information afterwards.
- Add a grey cross on the top right side of the bar. Clicking on it removes definitely the bar.
- The bar has to stay as long as the user has not clicked on the grey cross.
config bar design branch: https://www.odoo.com/web#id=1835748&view_type=form&model=project.task&action=333&active_id=133&menu_id=4720
2. Company Data
Do the following changes to the current company form:
- hide company logo in the modal (will be shown next step). But keep it visible in the company full form
- remove "Report Footer", "Company tagline", "Verify VAT Number" https://drive.google.com/a/odoo.com/file/d/1CrGoY_sH4wsTHuu6Zggilo6qOzWb0oCW/view?usp=drivesdk
- remove tabs: https://drive.google.com/a/odoo.com/file/d/1X7EglwY5zHmJtR4Xafnkm9uBX6TlcJsB/view?usp=drivesdk
- mark this step as done if street 1 is filled
3. Invoice Template
new screen to choose a report template, set a logo, etc.
- Use the default logo used in demo data as new default image for any new company. See for reference : http://nimb.ws/1TFn8O
- add "company tagline" and "document footer" (removed from company form)
- open this screen in general settings: https://drive.google.com/a/odoo.com/file/d/1hP5CW7-MPXre8r8Ex-KKSomVaef932qV/view?usp=drivesdk
- mark as done if logo is set.
4. Payment Method
- Activate the payment acquirer selected, and set in production mode (if paypal or stripe)
- For manual payment, rename "Wire Transfer" payment acquirer into the name provider by the user
- if any payment method selected, activate "Online Payment" in invoicing settings: https://drive.google.com/a/odoo.com/file/d/1Vy6os1eDznumOyR80Q2nFctzQ7S2PvYN/view?usp=drivesdk
- otherwise the customer will not be prompted to pay online.
- mark as done if any method is selected or if "Skip this step" is clicked.
5. Sample Invoice - Send a sample draft invoice to user email address
- Open the email composer modal with invoice's email template (like clicking "Send by email" in the invoice), do the following changes:
- Hide the template field and the "save as new template" button.
- Generate & delete direclty the sample draft invoice to be sent when clicking the config bar step. The user should never see this invoice appear in the invoice list
- Generate the invoice with following information:
- put the admin as customer.
- for the Invoice Lines : do not enter any Product. Add a 2-3 Descriptions, with a Quantity and a Unit price.
- the Invoice has to stay in draft and should not appear in the Customer Invoices list.
- Allow to open portal view of this sample invoice from the email sent (as any other invoice) / if complex, to check with AL
- mark as done when the email is sent.
Sale Application
================
help users configure the system in order to send the first quotation to a customer
mockup: https://app.moqups.com/fgi@openerp.com/rP8gOb077Y/view
remove current mechanism of company data completion when clicking Print button in the quotation form (e.g. with company logo not set).
Signature: if Yes, activate the option in sales settings https://drive.google.com/a/odoo.com/file/d/1IoHn_3b4BbevKqdVajBWysn_jamQ1tAA/view?usp=drivesdk
Payment: activate the option in sales settings + activate the selected payment acquirer
background image: https://drive.google.com/a/odoo.com/file/d/1LXRrslRBEo8ma_1dFH8nTTlhiE1uPa-Z/view?usp=drivesdk
see in https://projects.invisionapp.com/share/2MGSJ30H53F#/screens/290568105
Ecommerce Application
=====================
help users go through all the config steps needed to start selling
Add the bar in the ecommerce dashboard: https://drive.google.com/a/odoo.com/file/d/1NmFJXjYZXN2KdZ9Fv19cPqyq1v-1ehiJ/view?usp=drivesdk
steps to implement:
Theme (checked if a theme is installed)
allow the user to change theme. When installing a new theme, uninstall any other theme installed (uninstall theme_common? what about community themes that don't use theme common?)
Company Data
[for eCommerce only] Payment Method (same screen than in invoices)
Domain Name (set a custom domain name, only for saas users) -> display the domain config modal used in https://accounts.odoo.com/my/databases/manage: https://drive.google.com/a/odoo.com/file/d/1K_AYHJGHWBb2g08vq6ICDc2BHhErb5HI/view?usp=drivesdk
Accounting Application
======================
Transform old config bar to new style config bar
When the logo was not set and you tried to print a quotation, a modal form opened and offered you to edit the company data. You then had to save, close the modal and retry to print.
Now the quotation is printed without the logo.
Add an onboarding panel for invoicing, it appears above the invoice
list.
After going through the steps the system should be all set to send real invoices.
In the payment module, add a payment acquirer step and add it to the invoice onboarding panel.
task: 60668
Add a banner_route attribute to AbstractView to allow fetching html from a
controller route and displaying it above the view.
The initial use case was the onboarding panels.
Supported views are the ones inheriting both AbstractView and AbstractController.
It is useful to know when the stylesheet has been loaded in order to prevent displaying unstyled content.
CalendarView and the dashboard_graph widget (JournalDashboardGraph) use loadCSS through cssLibs / loadLibs so the tests now have to use createAsyncView instead of createView.
Use a new view to choose the document template.
Remove layout fields from base company form.
Reword Edit Header -> Edit Layout
Set a default logo for a new company in data instead of demo data
task: 60668
Browsers accept it as they are wont to do, but the Content-Disposition
lib (introduced in 35d452cffb) does
not. Simply don't mark them as safe when %-escaping the filename so
they do get %-escaped properly.
RFC5987 states
ext-parameter = parmname "*" LWSP "=" LWSP ext-value
ext-value = charset "'" [ language ] "'" value-chars
value-chars = *( pct-encoded / attr-char )
attr-char = ALPHA / DIGIT
/ "!" / "#" / "$" / "&" / "+" / "-" / "."
/ "^" / "_" / "`" / "|" / "~"
; token except ( "*" / "'" / "%" )
Neither : nor / are in attr-char. This is further confirmed by
checking out RFC2616:
CTL = <any US-ASCII control character (octets 0 - 31) and DEL (127)>
token = 1*<any CHAR except CTLs or separators>
separators = "(" | ")" | "<" | ">" | "@"
| "," | ";" | ":" | "\" | <">
| "/" | "[" | "]" | "?" | "="
| "{" | "}" | SP | HT
Here we can see "/" and ":" are both in "separators", which are
specifically *not* in token. attr-char restricts token further, so an
invalid token char can't be a valid attr-char.
This commit:
1. Adds settings to install the new `web_unsplash` enterprise module.
See counterpart commit on enterprise for details.
2. Export `ImageWidget` and `update_control_panel` to be able to override them.
3. Add the unsplash access key rights to website designer. (see related OE
commit)
task-35060
Closes#25825, closes#25637
Currently due to technical reasons all activities are created using the
superuser. It means we have no idea who created an activity. This
commit fixes that by adding a field used to store the activity creator.
It is also displayed in the vignette displayed in chatter giving details
on the activity.
This commit is related to task ID 1865557. Closes PR #25842.
Several addons (account, sale, purchase) use specific 'send by email'
templates to send the invoice / SO / PO to the customer as well as
holding a view / payment button.
Purpose is to separate the template content (payment information) from the
payment button (Pay and sign online) when sending those documents by
email. Composer and chatter should not hold the button. It should be added
only in notifications emails.
Technical solution is to move the button into the notification template.
Model template holds the content (document and text) and notification
template holds the payment button.
This merge is related to task ID 1860049 and closes PR #25824.
Purpose
* use the new notification template allowing to display the payment button
only in emails;
* reorder the fields definition to ease the reading;
* slightly clean the email body using a maximum of div and br tags as it
seems better integrated with Odoo edition capabilities;
This commit is linked to task ID 1860049 and PR #25824.
Purpose
* use the new notification template allowing to display the payment button
only in emails;
* reorder the fields definition to ease the reading;
* slightly clean the email body using a maximum of div and br tags as it
seems better integrated with Odoo edition capabilities;
This commit is linked to task ID 1860049 and PR #25824.
Purpose
* use the new notification template allowing to display the payment button
only in emails;
* reorder the fields definition to ease the reading;
* slightly clean the email body using a maximum of div and br tags as it
seems better integrated with Odoo edition capabilities;
This commit is linked to task ID 1860049 and PR #25824.
In the demo data, some requests for quotations are linked to the demo
purchase tender, but this one is in draft state. It is inconsistent with
what can be done in odoo, because draft purchase tender never generate
requests for quotation.
TASK-ID 1864372
This commit introduces a new notification template. Its target is to be used
when sending payment-based templates like 'Send by email' for sale orders,
invoices or purchase orders.
Purpose is to separate the template content (payment information) from the
payment button (Pay and sign online) when sending those documents by
email. Composer and chatter should not hold the button. It should be added
only in notifications emails.
Technical solution is to have a somewhat-generic template available in mail
to be used in some specific actions. Another solution is to hide the
button but it breaks if people edit or remove the hidden content when
editing the mail in the composer without knowing it. As the button is
mandatory in those actions we choose to have it added by the notification
email.
Future commits will gradually use this template in some addons.
This commit is linked to task ID 1860049 and PR #25824.
Currently if a partner has a void email, its email_formatted field holds
a value like "Raoul Grosbedon <False>" which is quite rarely considered
as a valid email address.
Minimal fix for this field is to return a void value if there is no email.
Having a void return is easier to manipulate for callers in order to
handle it.
This commit is linked to task ID 1860049 and PR #25824.
Usability improvement:
- Common view for push and pull rules
- Add an help text in order to describe the rule
- Rules menu
- Warehouse checked by default on route created by a warehouse
- Lower the MTO route sequence in order to take it first.
- Tooltip cleaning
Technical improvement:
The purpose of this task was also to merge stock.location.path(push rule) and
procrement.rule. Those two model were design to execute the same task
but in a different direction. Thus it contains duplicate code.
Task ID 1852969.
*: im_livechat, im_support, website_livechat
Improvement on top of this commit: https://github.com/odoo/odoo/commit/cd34f6de727d5b3858420cff3c9d3c5995c4e75c
=============
Improvements:
=============
1. New thread models "abstract threads" and "website livechat"
new modeling:
0..1 0..1
AbstractThreadWindow <-----+
|---> Abstract Thread
AbstractMessage <-----+ / \
* * / \
/ \
Thread Website Livechat
/ \
/ \
/ \
Thread With Cache Document Thread
/ | \
/ | \
Mailbox Channel Support Channel
|
|
DM
- Thread is used in the backend, while Website Livechat is used in the frontend.
- The main distinction is that Thread relies on mail_manager, while Website Livechat doesn't.
2. Thread widget has its file renamed (from thread.js to thread_widget.js)
3. Most templates in thread.xml now handles Abstract thread
==========
Bug fixes:
==========
1. [FIX] Mail failures from channels were not grouped together.
2. [FIX] Channel names in the discuss sidebar were displaying their escaped representation.
3. [FIX] Thread was rendered several times when receiving a new message.
=======
Others:
=======
1. Removed unused code.
2. Fixed some classnames and corresponding style.
The style for preview info in the systray were incorrect.
Also, mailbox had the old classname ('o_channel_name'), instead of the new one ('o_thread_name')
When the user creates a channel by providing a name, the name is escaped
in order to avoid XSS attacks. As a result, the logic make use of escaped
string, which may be different from the provided string by the user.
As a result, if we do not unescape the string when necessary, the user may
see the escaped version. For instance, if we creates a channel named 'R&D',
it may display 'R&D' to the user.
This commit plays safe by still keeping the handling of channel names in
their escaped form, but unescape it just before displaying it on the sidebar
of the Discuss app to the user.
Since mailboxes are added after the rpc 'mail/init_message', the translations
are loaded. Therefore it is not necessary to lazily load the translations.
Before this commit, mail failures were correctly grouped in the
systray messaging menu, except for mail failures coming from channels.
This commit fixes grouping for mail failures from channel.
When a new message is received and discuss is not open, any chat thread
containing this message is detached. However, if the thread is already
detached, it should not be detached again.
When we add a new message, it should re-render the thread only once.
The `addMessage` function must handles new messages and updated messages.
Some code for updated messages should not be executed for new messages,
which is what this commit does.
- Cleaning website livechat window so that some behaviour are in website livechat instead.
- More shared code in abstract thread / abstract thread windows, thanks to the
introduction of website_livechat model.
In im_livechat, it now handles a {mail.model.WebsiteLivechat}.
Note that this website livechat model is dumb with messages: it stores messages
just before rendering, because this is im_livechat that handles messages.
This should be improved in the future.
Make use of a website livechat model, so that im_livechat can make use of this model.
This provides an almost similar model for threads in the backend and in the frontend.
As a consequence, im_livechat and website livechat windows have been adapted to handle
a website livechat model.
* = im_livechat, im_support
- thread widget now uses abstract thread in `render` method
- thread models have their `init` parameters changed, so that the parent may be optional
- reworked 'creating a new record...' in chatter in create mode:
> new model CreateModeDocumentThread, which basically is a fake document thread
with a fake message for its rendering in create mode of the chatter
> special rendering method of thread_widget for such case: `renderChatterCreateMode`
- renamed thread methods previously named `getMessages` to `fetchMessages`:
> in order to not conflict with `getMessages`, used for rendering
> now, `getMessages` always get messages that are locally,
while `fetchMessages` may fetch messages.
TODO:
- special thread model for im_livechat (rendering is broken ATM)
Yannick Tivisse