The aim of this commit is to simplify and standardize the settings archs.
To do this, a small DSL exclusively for the settings was created. This
new DSL introduces 3 tags: `app`, `block` and `setting`.
The `app` tag is used to declare the application on the settings view.
It creates an entry with its logo on the sidebar of the view. It also
acts as delimiter when searching.
```xml
<app string="CRM" name="crm">
...
</app>
```
- `string` : The "display" name of the application.
- `name` : The technical name of the application (the name of the module).
- `logo` *optional* : The relative path to the logo. If not set, the
logo is created using the `name` parameter :
`/{name}/static/description/icon.png`.
The `block` tag is used to declare a group of settings. This group can
have a title and a description/help.
```xml
<block title="Title of group Bar">
...
</block>
```
- `title` *optional* : The title of the block of settings (the old h2),
you can perform research on its text.
- `help` *optional* : The description/help of the block of settings
(the old h3), you can perform research on its text.
The `setting` tag is used to declare the setting itself. The first field
in the setting is used as the main field (optional). This field is
placed on the left panel (if it's a boolean field) or on the top of the
right panel (otherwise). The field is also used to create the setting
label if a `string` is not defined. The `setting` tag can also contain
more elements (e.g. html), all of these elements are rendered in the
right panel.
```xml
<setting string="this is bar">
<field name="bar"/>
...More elements
</setting>
```
- `type` *optional* : By default, a setting is visually separated on two
panels (left and right), and is used to edit a given field. By
defining `type='header'`, a special kind of setting is rendered
instead. This setting is used to modify the scope of the other
settings. For example, on the website application, this setting
is used to indicate to which website the other settings apply.
The header setting is visually represented as a yellow banner on
the top of the screen.
- `string` *optional* : The text used as label of the setting. If it's
not defined, the first field is used as label.
- `title` *optional* : The text used as tooltip.
- `help` *optional* : The help/description of the setting. This text is
displayed just below the setting label (with classname
`text-muted`).
- `company_dependent` *optional* : If this attribute is set to "1" an
icon is displayed next to the setting label to explicit that
this setting is company-specific.
- `documentation` *optional* : If this attribute is set, an icon is
added next to the setting label, this icon is a link to the
documentation. Note that you can use relative or absolute path.
The relative path is relative to
`https://www.odoo.com/documentation/server_version`, so it's not
necessary to hard-code the server version on the arch anymore.
closesodoo/odoo#106425
Task-id: 3081367
Related: odoo/enterprise#34337
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Co-authored-by: "Michael Mattiello (mcm)" <mcm@odoo.com>
base: The two elements were not distinguishable by an xpath.
partner_autocomplete: Use new ids in xpath
The class `o_text_overflow` set on the fields was also
preventing the dropdown menu from appearing. This class is
now moved to the `input` tag instead of the while `div`.
closesodoo/odoo#78141
Task: 2638570
X-original-commit: fd7bfbccd45f874d5a826e695858bc75c8467700
Signed-off-by: Florian Daloze (fda) <fda@odoo.com>
Conversion of all modules to the new manifest assets declaration.
Part of task: 2352566
Co-authored-by: Julien Mougenot <jum@odoo.com>
Co-authored-by: Simon Genin <ges@odoo.com>
Purpose of the task is, 'general setting' is not easily understandable
by the user. The user often gets lost. This is especially damaging
through onboarding as some new users like to discover the software by
scrolling through the general settings.
So in this commit, the general setting is well organized and easily
understandable by the user.
Related PR: https://github.com/odoo/enterprise/pull/14707closesodoo/odoo#61645
Taskid: 2374990
Related: odoo/enterprise#14707
Related: odoo/upgrade#1958
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
In order to make a wow effect right after DB install we enrich the base
company based on the given email address or company website at install.
In order to achieve that goal we use the partner_autocomplete service from
IAP. It uses free credits that are offered to new clients on saas platform.
Only the fields that are not filled yet are enriched to avoid erasing user
entered data, except logo. Indeed as partner_autocomplete is probably installed
as a core app (mail -> iap -> partner_autocomplete auto install chain) it is
unlikely that people already updated their company logo.
We consider that having a call to IAP consuming a token is ok for a standard
use case, especially that
* if no iap service is configured call to IAP won't add much timing;
* on Odoo SaaS free credits are given and company is enriched;
* on custom SaaS with custom iap service, at db creation probably no
credits are given and call will simply give no results back;
We decided to call IAP asynchronously at client web load. Session combined to
a boolean field on company model allows to do this call only once per company.
Doing this allows to avoid adding yet another post init hook. It also eases
behavior tweak through inheritance.
This call is limited to admin for obvious security reasons as well as
performance reason (limiting calls to external providers). As call will be
done once per company generally admin is the first person to log into the
its newly created Odoo.
LINKS
Task ID-2322455
PR odoo/odoo#64600
PR odoo/upgrade#2086
Co-Authored-By: David Beguin <dbe@odoo.com>
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
PURPOSE
Clean and improve IAP services integration in Odoo. Clean IAP integrations
tools and improve data sharing with base modules, notably for CRM and Partner.
SPECIFICATIONS
In this commit we create a bridge module between iap and mail to hold notably
some notification data. It includes a template shared by several iap modules.
We also move its override in the right file and clearly rename assets file
in crm_iap_lead in order to clean a bit module organization.
LINKS
Task ID-2248367
Community PR odoo/odoo#53214
Enterprise PR odoo/enterprise#11258
Upgrade PR odoo/upgrade#1363
IAP PR odoo/iap-apps#191rade#
PURPOSE
We make multiple calls to the clearbit API and the returned information are
shown in various different templates, although they contain the same
information.
The purpose of this commit is to unify the templates into a single one to
reduce code size and improve coherence.
SPECIFICATIONS
Currently, we have 3 ways of reaching out to the IAP clearbit api:
- When creating a partner (autocomplete service)
- When enriching an existing lead based on its email address
- When generating leads using the "Geneate Leads" button or using the website
visitors
Every time we use the service, we log a note in the model's chatter containing
all the information returned by the cleabit service (estimated annual revenue,
media links, sector, ...).
Though using different endpoints and methods, all the calls essentially return
the same data, and the templates could be unified for consistency.
This is the goal of this commit.
We merge the 3 separate templates of each modules into a unique template that
always renders the same information to the end user.
To do that, we had to find a common module to store the template, we chose
"partner_autocomplete" as it's installed anyway as soon as "crm_iap_lead_*" is
installed.
LINKS
PR #40349
Upgrade PR odoo/upgrade#775
Task 2081471
Before this commit, the test assets were called with a `t-call-assets` and contained
themselves some other `t-call-assets` to the back-end assets. According to the current
specification, having nested `t-call-assets` will result in a compilation of the
lower levels regardless of the current debugging mode.
Now, the test bundles (desktop & mobile) have been arranged so that their `t-call-assets`
are all called on the same level.
closesodoo/odoo#49306
Related: odoo/enterprise#9797
Signed-off-by: Aaron Bohy (aab) <aab@odoo.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)
*: partner_autocomplete
Those cannot be properly lazy loaded by test widgets, so they are loaded
directly through test assets. Testing lazy loading should be part of
a dedicated test system.
Part of https://github.com/odoo/odoo/pull/44596
- CRON changed to 60min
- Fixed display/rendering issues with autocomplete widgets.
- Moved 'Insufficient credit' banner
- Editable endpoint for partner_autocomplete service
