From a6bf19ea35e40b5464018efd23796b93e72ebc09 Mon Sep 17 00:00:00 2001 From: "Jonathan Castillo (jcs)" Date: Mon, 4 Mar 2024 12:02:08 +0100 Subject: [PATCH] [MOV] documentation structure reorganization This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#7981 Signed-off-by: Jonathan Castillo (jcs) --- content/administration.rst | 55 +++++- .../hosting_changes.rst => hosting.rst} | 7 +- content/administration/install.rst | 50 ------ content/administration/install/online.rst | 21 --- content/administration/maintain.rst | 18 -- .../odoo_account/delete-account.png | Bin .../odoo_accounts.rst} | 6 +- .../{maintain => }/odoo_online.rst | 28 +++- .../odoo_online/database-manager.png | Bin .../{maintain => }/odoo_online/delete.png | Bin .../odoo_online/invite-users.png | Bin .../odoo_sh/getting_started/create.rst | 4 +- .../odoo_sh/getting_started/first_module.rst | 2 +- .../{maintain => }/on_premise.rst | 26 +-- .../on_premise/add_more_users.png | Bin .../community_to_enterprise.rst} | 16 +- .../community_to_enterprise}/db_manager.png | Bin .../enterprise_code.png | Bin .../windows_setup.png | Bin .../windows_uninstall.png | Bin 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a/content/administration.rst b/content/administration.rst index 68c18e44b..6cce358cb 100644 --- a/content/administration.rst +++ b/content/administration.rst @@ -3,20 +3,61 @@ :hide-page-toc: :show-toc: -==================== -Install and Maintain -==================== +=================== +Database management +=================== These guides provide instructions on how to install, maintain and upgrade Odoo databases. .. seealso:: - :doc:`History of Versions ` + :doc:`History of Versions ` + +Installation +============ + +Depending on the intended use case, there are multiple ways to install Odoo - or not install it at +all. + +- :doc:`Online ` is the easiest way to use Odoo in production or to try it. + +- :doc:`Packaged installers ` are suitable for testing Odoo and + developing modules. They can be used for long-term production with additional deployment and + maintenance work. + +- :doc:`Source install ` provides greater flexibility, as it + allows, for example, running multiple Odoo versions on the same system. It is adequate to develop + modules and can be used as a base for production deployment. + +- A `Docker `_ base image is available for development or + deployment. + +.. _install/editions: + +Editions +======== + +There are two different editions. + +**Odoo Community** is the free and open-source version of the software, licensed under the `GNU +LGPLv3 `_. It is the core upon which Odoo +Enterprise is built. + +**Odoo Enterprise** is the shared source version of the software, giving access to more +functionalities, including functional support, upgrades, and hosting. `Pricing +`_ starts from one app free. + +.. tip:: + :doc:`Switch from Community to Enterprise ` at + any time (except for the source install). .. toctree:: :titlesonly: - administration/install - administration/maintain - administration/upgrade + administration/hosting + administration/odoo_online administration/odoo_sh + administration/on_premise + administration/upgrade + administration/supported_versions + administration/odoo_accounts diff --git a/content/administration/maintain/hosting_changes.rst b/content/administration/hosting.rst similarity index 98% rename from content/administration/maintain/hosting_changes.rst rename to content/administration/hosting.rst index f0322df4e..5e308e126 100644 --- a/content/administration/maintain/hosting_changes.rst +++ b/content/administration/hosting.rst @@ -1,4 +1,9 @@ -======================= +======= +Hosting +======= + +.. _hosting/change-solution: + Change hosting solution ======================= diff --git a/content/administration/install.rst b/content/administration/install.rst deleted file mode 100644 index a87edd5f3..000000000 --- a/content/administration/install.rst +++ /dev/null @@ -1,50 +0,0 @@ -:show-content: - -======= -Install -======= - -Depending on the intended use case, there are multiple ways to install Odoo - or not install it at -all. - -- :doc:`Online ` is the easiest way to use Odoo in production or to try it. - -- :doc:`Packaged installers ` are suitable for testing Odoo and developing - modules. They can be used for long-term production with additional deployment and maintenance - work. - -- :doc:`Source install ` provides greater flexibility, as it allows, for example, - running multiple Odoo versions on the same system. It is adequate to develop modules and can be - used as a base for production deployment. - -- A `Docker `_ base image is available for development or - deployment. - -.. _install/editions: - -Editions -======== - -There are two different editions. - -**Odoo Community** is the free and open-source version of the software, licensed under the `GNU -LGPLv3 `_. It is the core upon which Odoo -Enterprise is built. - -**Odoo Enterprise** is the shared source version of the software, giving access to more -functionalities, including functional support, upgrades, and hosting. `Pricing -`_ starts from one app free. - -.. tip:: - :doc:`Switch from Community to Enterprise ` at any time (except for the - source install). - -.. toctree:: - - install/online - install/packages - install/source - install/deploy - install/cdn - install/email_gateway - install/geo_ip diff --git a/content/administration/install/online.rst b/content/administration/install/online.rst deleted file mode 100644 index 544eac16d..000000000 --- a/content/administration/install/online.rst +++ /dev/null @@ -1,21 +0,0 @@ -====== -Online -====== - -Online instances are accessed using any web browser and do not require a local installation. - -Demo ----- - -To quickly try out Odoo, shared `demo `_ instances are available. No -registration is required, but each instance only lives for a few hours. - -Odoo Online ------------ - -`Odoo Online `_ provides private instances which are fully managed and -hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including -customizations that don't require code. - -.. note:: - Odoo Online is incompatible with custom modules or the Odoo App Store. diff --git a/content/administration/maintain.rst b/content/administration/maintain.rst deleted file mode 100644 index a10f2157d..000000000 --- a/content/administration/maintain.rst +++ /dev/null @@ -1,18 +0,0 @@ -:nosearch: - -======== -Maintain -======== - -.. toctree:: - - maintain/domain_names - maintain/azure_oauth - maintain/google_oauth - maintain/mailjet_api - maintain/update - maintain/enterprise - maintain/hosting_changes - maintain/odoo_online - maintain/on_premise - maintain/supported_versions diff --git a/content/applications/general/users/odoo_account/delete-account.png b/content/administration/odoo_account/delete-account.png similarity index 100% rename from content/applications/general/users/odoo_account/delete-account.png rename to content/administration/odoo_account/delete-account.png diff --git a/content/applications/general/users/odoo_account.rst b/content/administration/odoo_accounts.rst similarity index 97% rename from content/applications/general/users/odoo_account.rst rename to content/administration/odoo_accounts.rst index c0f6afd88..7b938e5e1 100644 --- a/content/applications/general/users/odoo_account.rst +++ b/content/administration/odoo_accounts.rst @@ -1,6 +1,6 @@ -======================== -Odoo.com account changes -======================== +================= +Odoo.com accounts +================= This documentation is dedicated to edits made to an Odoo.com account. The following processes describe how to delete an Odoo.com account, and how to change the password on an Odoo.com account. diff --git a/content/administration/maintain/odoo_online.rst b/content/administration/odoo_online.rst similarity index 79% rename from content/administration/maintain/odoo_online.rst rename to content/administration/odoo_online.rst index d992b0f90..e844c26aa 100644 --- a/content/administration/maintain/odoo_online.rst +++ b/content/administration/odoo_online.rst @@ -1,6 +1,21 @@ -=============================== -Odoo Online database management -=============================== +=========== +Odoo Online +=========== + +`Odoo Online `_ provides private databases which are fully managed and +hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including +customizations that don't require code. + +.. note:: + Odoo Online is incompatible with custom modules or the Odoo App Store. + +Odoo Online databases are accessed using any web browser and do not require a local installation. + +To quickly try out Odoo, shared `demo `_ instances are available. No +registration is required, but each instance only lives for a few hours. + +Database management +=================== To manage a database, go to the `database manager `_ and sign in as the database administrator. @@ -69,7 +84,8 @@ Download a ZIP file containing a backup of the database. Domain names ============ -Use a custom :doc:`domain name ` to access the database via another URL. +Use a custom :doc:`domain name ` to +access the database via another URL. .. tip:: You can :ref:`register a domain name for free `. @@ -129,5 +145,5 @@ users, click :guilabel:`Add more users`. To remove users, select them and click :guilabel:`Remove`. .. seealso:: - - :doc:`/applications/general/users/manage_users` - - :doc:`/applications/general/users/odoo_account` + - :doc:`/applications/general/users` + - :doc:`odoo_accounts` diff --git a/content/administration/maintain/odoo_online/database-manager.png b/content/administration/odoo_online/database-manager.png similarity index 100% rename from content/administration/maintain/odoo_online/database-manager.png rename to content/administration/odoo_online/database-manager.png diff --git a/content/administration/maintain/odoo_online/delete.png b/content/administration/odoo_online/delete.png similarity index 100% rename from content/administration/maintain/odoo_online/delete.png rename to content/administration/odoo_online/delete.png diff --git a/content/administration/maintain/odoo_online/invite-users.png b/content/administration/odoo_online/invite-users.png similarity index 100% rename from content/administration/maintain/odoo_online/invite-users.png rename to content/administration/odoo_online/invite-users.png diff --git a/content/administration/odoo_sh/getting_started/create.rst b/content/administration/odoo_sh/getting_started/create.rst index 10dee07d9..d794ed971 100644 --- a/content/administration/odoo_sh/getting_started/create.rst +++ b/content/administration/odoo_sh/getting_started/create.rst @@ -91,7 +91,7 @@ Import your database ==================== You can import your database in your Odoo.sh project as long as it is in a :doc:`supported version -` of Odoo. +` of Odoo. Push your modules in production ------------------------------- @@ -202,4 +202,4 @@ therefore removed, as you can only have one database linked per subscription. If you plan to make it your production, unlink your former database from the subscription, and register the newly imported database. Read the :doc:`database registration documentation -<../../maintain/on_premise>` for instructions. +<../../on_premise>` for instructions. diff --git a/content/administration/odoo_sh/getting_started/first_module.rst b/content/administration/odoo_sh/getting_started/first_module.rst index 8bb1216ae..278c916ba 100644 --- a/content/administration/odoo_sh/getting_started/first_module.rst +++ b/content/administration/odoo_sh/getting_started/first_module.rst @@ -85,7 +85,7 @@ From the Odoo.sh editor, in a terminal: $ odoo-bin scaffold my_module ~/src/user/ -Or, from your computer, if you have an :doc:`installation of Odoo <../../install/source>`: +Or, from your computer, if you have an :doc:`installation of Odoo <../../on_premise/source>`: .. code-block:: bash diff --git a/content/administration/maintain/on_premise.rst b/content/administration/on_premise.rst similarity index 96% rename from content/administration/maintain/on_premise.rst rename to content/administration/on_premise.rst index ff72dbe20..15a5e43e1 100644 --- a/content/administration/maintain/on_premise.rst +++ b/content/administration/on_premise.rst @@ -1,6 +1,8 @@ -============================== -On-premise database management -============================== +:show-content: + +========== +On-premise +========== Register a database =================== @@ -19,7 +21,6 @@ If you are unable to register your database, you will likely encounter this message: .. image:: on_premise/error_message_sub_code.png - :align: center :alt: Something went wrong while registering your database, you can try again or contact Odoo Help @@ -42,13 +43,11 @@ Solutions `__ with the button "Unlink database" .. image:: on_premise/unlink_single_db.png - :align: center A confirmation message will appear; make sure this is the correct database as it will be deactivated shortly: .. image:: on_premise/unlink_confirm_enterprise_edition.png - :align: center * Do you have the updated version of Odoo 9? @@ -61,7 +60,6 @@ Solutions specifying which database is problematic: .. image:: on_premise/unlink_db_name_collision.png - :align: center In this case, you need to change the UUID on your test databases to solve this issue. You will find more information about this in :ref:`this section `. @@ -89,7 +87,6 @@ If you have more users in your local database than provisionned in your Odoo Enterprise subscription, you may encounter this message: .. image:: on_premise/add_more_users.png - :align: center :alt: This database will expire in X days, you have more users than your subscription allows @@ -117,7 +114,6 @@ If your database reaches its expiration date before your renew your subscription you will encounter this message: .. image:: on_premise/database_expired.png - :align: center :alt: This database has expired. This **blocking** message appears after a non-blocking message that lasts 30 days. @@ -147,7 +143,6 @@ server (/web/database/manager). In this page, you can easily duplicate your database (among other things). .. image:: on_premise/db_manager.gif - :align: center When you duplicate a local database, it is **strongly** advised to change the duplicated database's uuid (Unniversally Unique Identifier), since this @@ -165,4 +160,13 @@ use the unix command ``uuidgen`` to generate a new uuid. You can then simply rep other record by clicking on it and using the edit button. .. image:: on_premise/db_uuid.png - :align: center + +.. toctree:: + + on_premise/packages + on_premise/source + on_premise/update + on_premise/deploy + on_premise/email_gateway + on_premise/geo_ip + on_premise/community_to_enterprise diff --git a/content/administration/maintain/on_premise/add_more_users.png b/content/administration/on_premise/add_more_users.png similarity index 100% rename from content/administration/maintain/on_premise/add_more_users.png rename to content/administration/on_premise/add_more_users.png diff --git a/content/administration/maintain/enterprise.rst b/content/administration/on_premise/community_to_enterprise.rst similarity index 91% rename from content/administration/maintain/enterprise.rst rename to content/administration/on_premise/community_to_enterprise.rst index 21d3dec01..7bd073912 100644 --- a/content/administration/maintain/enterprise.rst +++ b/content/administration/on_premise/community_to_enterprise.rst @@ -11,8 +11,8 @@ In any case the basic guidelines are: * Backup your community database - .. image:: enterprise/db_manager.png - :class: img-fluid + .. image:: community_to_enterprise/db_manager.png + :class: img-fluid * Shutdown your server @@ -22,8 +22,8 @@ In any case the basic guidelines are: * Enter your Odoo Enterprise Subscription code -.. image:: enterprise/enterprise_code.png - :class: img-fluid +.. image:: community_to_enterprise/enterprise_code.png + :class: img-fluid On Linux, using an installer ============================ @@ -61,7 +61,7 @@ have your own favourite. You may need to adapt sections to your usual workflow. * Shutdown your server * Backup your community database -* Update the ``--addons-path`` parameter of your launch command (see :doc:`../install/source`) +* Update the ``--addons-path`` parameter of your launch command (see :doc:`../on_premise/source`) * Install the web_enterprise module by using .. code-block:: console @@ -82,7 +82,7 @@ On Windows * Uninstall Odoo Community (using the Uninstall executable in the installation folder) - PostgreSQL will remain installed - .. image:: enterprise/windows_uninstall.png + .. image:: community_to_enterprise/windows_uninstall.png :class: img-fluid * Launch the Odoo Enterprise Installer and follow the steps normally. When choosing @@ -90,8 +90,8 @@ On Windows (this folder still contains the PostgreSQL installation). Uncheck ``Start Odoo`` at the end of the installation - .. image:: enterprise/windows_setup.png - :class: img-fluid + .. image:: community_to_enterprise/windows_setup.png + :class: img-fluid * Using a command window, update your Odoo Database using this command (from the Odoo installation path, in the server subfolder) diff --git a/content/administration/maintain/enterprise/db_manager.png b/content/administration/on_premise/community_to_enterprise/db_manager.png similarity index 100% rename from content/administration/maintain/enterprise/db_manager.png rename to content/administration/on_premise/community_to_enterprise/db_manager.png diff --git a/content/administration/maintain/enterprise/enterprise_code.png b/content/administration/on_premise/community_to_enterprise/enterprise_code.png similarity index 100% rename from content/administration/maintain/enterprise/enterprise_code.png rename to content/administration/on_premise/community_to_enterprise/enterprise_code.png diff --git a/content/administration/maintain/enterprise/windows_setup.png b/content/administration/on_premise/community_to_enterprise/windows_setup.png similarity index 100% rename from content/administration/maintain/enterprise/windows_setup.png rename to content/administration/on_premise/community_to_enterprise/windows_setup.png diff --git a/content/administration/maintain/enterprise/windows_uninstall.png b/content/administration/on_premise/community_to_enterprise/windows_uninstall.png similarity index 100% rename from content/administration/maintain/enterprise/windows_uninstall.png rename to content/administration/on_premise/community_to_enterprise/windows_uninstall.png diff --git a/content/administration/maintain/on_premise/database_expired.png b/content/administration/on_premise/database_expired.png similarity index 100% rename from content/administration/maintain/on_premise/database_expired.png rename to content/administration/on_premise/database_expired.png diff --git a/content/administration/maintain/on_premise/db_manager.gif b/content/administration/on_premise/db_manager.gif similarity index 100% rename from content/administration/maintain/on_premise/db_manager.gif rename to content/administration/on_premise/db_manager.gif diff --git a/content/administration/maintain/on_premise/db_uuid.png b/content/administration/on_premise/db_uuid.png similarity index 100% rename from content/administration/maintain/on_premise/db_uuid.png rename to content/administration/on_premise/db_uuid.png diff --git a/content/administration/install/deploy.rst b/content/administration/on_premise/deploy.rst similarity index 99% rename from content/administration/install/deploy.rst rename to content/administration/on_premise/deploy.rst index cb16a8b17..25ca13b93 100644 --- a/content/administration/install/deploy.rst +++ b/content/administration/on_premise/deploy.rst @@ -3,7 +3,7 @@ System configuration ==================== This document describes basic steps to set up Odoo in production or on an -internet-facing server. It follows :doc:`installation <../install>`, and is +internet-facing server. It follows :doc:`installation <../on_premise>`, and is not generally necessary for a development systems that is not exposed on the internet. diff --git a/content/administration/install/email_gateway.rst b/content/administration/on_premise/email_gateway.rst similarity index 100% rename from content/administration/install/email_gateway.rst rename to content/administration/on_premise/email_gateway.rst diff --git a/content/administration/maintain/on_premise/error_message_sub_code.png b/content/administration/on_premise/error_message_sub_code.png similarity index 100% rename from content/administration/maintain/on_premise/error_message_sub_code.png rename to content/administration/on_premise/error_message_sub_code.png diff --git a/content/administration/install/geo_ip.rst b/content/administration/on_premise/geo_ip.rst similarity index 100% rename from content/administration/install/geo_ip.rst rename to content/administration/on_premise/geo_ip.rst diff --git a/content/administration/install/geo_ip/on-premise_geo-ip-installation01.png b/content/administration/on_premise/geo_ip/on-premise_geo-ip-installation01.png similarity index 100% rename from content/administration/install/geo_ip/on-premise_geo-ip-installation01.png rename to content/administration/on_premise/geo_ip/on-premise_geo-ip-installation01.png diff --git a/content/administration/install/packages.rst b/content/administration/on_premise/packages.rst similarity index 100% rename from content/administration/install/packages.rst rename to content/administration/on_premise/packages.rst diff --git a/content/administration/install/source.rst b/content/administration/on_premise/source.rst similarity index 99% rename from content/administration/install/source.rst rename to content/administration/on_premise/source.rst index 3b2772571..17a3ac9d6 100644 --- a/content/administration/install/source.rst +++ b/content/administration/on_premise/source.rst @@ -1,6 +1,6 @@ -====== -Source -====== +============== +Source install +============== The source 'installation' is not about installing Odoo but running it directly from the source instead. @@ -475,7 +475,7 @@ http://localhost:8069 in a web browser and log into the Odoo database with the b account: use `admin` as the email and, again, `admin` as the password. .. tip:: - - From there, create and manage new :doc:`users <../../applications/general/users/manage_users>`. + - From there, create and manage new :doc:`users <../../applications/general/users>`. - The user account used to log into Odoo's web interface differs from the :option:`--db_user ` CLI argument. diff --git a/content/administration/maintain/on_premise/unlink_confirm_enterprise_edition.png b/content/administration/on_premise/unlink_confirm_enterprise_edition.png similarity index 100% rename from content/administration/maintain/on_premise/unlink_confirm_enterprise_edition.png rename to content/administration/on_premise/unlink_confirm_enterprise_edition.png diff --git a/content/administration/maintain/on_premise/unlink_db_name_collision.png b/content/administration/on_premise/unlink_db_name_collision.png similarity index 100% rename from content/administration/maintain/on_premise/unlink_db_name_collision.png rename to content/administration/on_premise/unlink_db_name_collision.png diff --git a/content/administration/maintain/on_premise/unlink_single_db.png b/content/administration/on_premise/unlink_single_db.png similarity index 100% rename from content/administration/maintain/on_premise/unlink_single_db.png rename to content/administration/on_premise/unlink_single_db.png diff --git a/content/administration/maintain/update.rst b/content/administration/on_premise/update.rst similarity index 99% rename from content/administration/maintain/update.rst rename to content/administration/on_premise/update.rst index 4db8d8466..ecb3f80eb 100644 --- a/content/administration/maintain/update.rst +++ b/content/administration/on_premise/update.rst @@ -46,7 +46,7 @@ Updating Odoo is accomplished by simply reinstalling the latest version of your Edition on top of your current installation. This will preserve your data without any alteration, as long as you do not uninstall PostgreSQL (the database engine that comes with Odoo). -The main reference for updating is logically our :doc:`installation guide <../install>`, +The main reference for updating is logically our :doc:`installation guide <../on_premise>`, which explains the common installation methods. Updating is also most appropriately accomplished by the person who deployed Odoo initially, diff --git a/content/administration/maintain/supported_versions.rst b/content/administration/supported_versions.rst similarity index 98% rename from content/administration/maintain/supported_versions.rst rename to content/administration/supported_versions.rst index 3781592c4..49b0fb9e2 100644 --- a/content/administration/maintain/supported_versions.rst +++ b/content/administration/supported_versions.rst @@ -13,7 +13,7 @@ Odoo provides support and bug fixing **for the 3 last major versions** of Odoo. ` hosting every two months. Odoo Online users can then benefit from the latest features of Odoo. - - Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` them regularly. + - Admins of Odoo Online databases are invited to :doc:`upgrade ` them regularly. - Online versions are *not* released for Odoo.sh and On-Premise installations. - Online versions are listed below as *SaaS*. diff --git a/content/administration/upgrade.rst b/content/administration/upgrade.rst index 574864b66..84091e51b 100644 --- a/content/administration/upgrade.rst +++ b/content/administration/upgrade.rst @@ -3,8 +3,8 @@ Upgrade ======= An upgrade is the process of moving your database from an older version to a newer :doc:`supported -version ` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is -essential as each version comes with new and improved features, bug fixes, and security patches. +version ` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is essential as +each version comes with new and improved features, bug fixes, and security patches. .. _upgrade_faq/rolling_release: @@ -31,9 +31,9 @@ essential as each version comes with new and improved features, bug fixes, and s An upgrade does not cover: - Downgrading to a previous version of Odoo - - :doc:`Switching editions ` (e.g., from Community to Enterprise) - - :doc:`Changing hosting type ` (e.g., from on-premise - to Odoo Online) + - :doc:`Switching editions ` (e.g., from Community to + Enterprise) + - :ref:`Changing hosting type ` (e.g., from on-premise to Odoo Online) - Migrating from another ERP to Odoo .. warning:: @@ -405,4 +405,4 @@ The following upgrade-related services are **not** included: .. seealso:: - :doc:`Odoo.sh documentation ` - - :doc:`Supported Odoo versions ` + - :doc:`Supported Odoo versions ` diff --git a/content/applications.rst b/content/applications.rst index 23451ff35..9669b6486 100644 --- a/content/applications.rst +++ b/content/applications.rst @@ -14,6 +14,7 @@ Discover our user guides and configuration tutorials per application. .. toctree:: :maxdepth: 2 + applications/essentials applications/finance applications/sales applications/websites @@ -22,4 +23,5 @@ Discover our user guides and configuration tutorials per application. applications/marketing applications/services applications/productivity + applications/studio applications/general diff --git a/content/applications/essentials.rst b/content/applications/essentials.rst new file mode 100644 index 000000000..fcfdfb81b --- /dev/null +++ b/content/applications/essentials.rst @@ -0,0 +1,9 @@ +=============== +Odoo essentials +=============== + +.. toctree:: + + essentials/activities + essentials/export_import_data + essentials/in_app_purchase diff --git a/content/applications/productivity/discuss/overview/plan_activities.rst b/content/applications/essentials/activities.rst similarity index 88% rename from content/applications/productivity/discuss/overview/plan_activities.rst rename to content/applications/essentials/activities.rst index 4dbaeec61..7ab2d5327 100644 --- a/content/applications/productivity/discuss/overview/plan_activities.rst +++ b/content/applications/essentials/activities.rst @@ -40,8 +40,7 @@ Lastly, click one of the following buttons: opens a new activity window. - :guilabel:`Discard`: discards any changes made on the pop-up window. -.. image:: plan_activities/schedule-pop-up.png - :align: center +.. image:: activities/schedule-pop-up.png :alt: View of CRM leads and the option to schedule an activity. .. note:: @@ -50,8 +49,7 @@ Lastly, click one of the following buttons: Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`. -.. image:: plan_activities/chatter-activities.png - :align: center +.. image:: activities/chatter-activities.png :alt: View of CRM leads and the option to schedule an activity. Activities can also be scheduled from the kanban, list, or activities view of an application. @@ -63,9 +61,8 @@ Activities can also be scheduled from the kanban, list, or activities view of an Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form. - .. image:: plan_activities/schedule-kanban-activity.png - :align: center - :alt: Kanban view of the CRM pipeline and the option to schedule an activity. + .. image:: activities/schedule-kanban-activity.png + :alt: Kanban view of the CRM pipeline and the option to schedule an activity. .. tab:: List view @@ -73,9 +70,8 @@ Activities can also be scheduled from the kanban, list, or activities view of an then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon. - .. image:: plan_activities/schedule-list-activity.png - :align: center - :alt: List view of the CRM pipeline and the option to schedule an activity. + .. image:: activities/schedule-list-activity.png + :alt: List view of the CRM pipeline and the option to schedule an activity. .. tab:: Activity view @@ -83,16 +79,14 @@ Activities can also be scheduled from the kanban, list, or activities view of an menu bar anywhere in the database. Select any application from the drop-down menu, and click the :guilabel:`🕘 (clock)` icon for the desired app. - .. image:: plan_activities/schedule-activity-view-menu.png - :align: center - :alt: Activity menu drop down with focus on where to open activity view for CRM. + .. image:: activities/schedule-activity-view-menu.png + :alt: Activity menu drop down with focus on where to open activity view for CRM. Select a record on which to schedule an activity. Move across the row to find the desired activity type, then click the :guilabel:`＋ (plus sign)`. - .. image:: plan_activities/schedule-activity-view.png - :align: center - :alt: Activity view of the CRM pipeline and the option to schedule an activity. + .. image:: activities/schedule-activity-view.png + :alt: Activity view of the CRM pipeline and the option to schedule an activity. .. note:: Activity colors, and their relation to an activity's due date, is consistent throughout Odoo, @@ -122,8 +116,7 @@ specific application in a drop-down menu. The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked. -.. image:: plan_activities/activities-menu.png - :align: center +.. image:: activities/activities-menu.png :alt: View of CRM leads page emphasizing the activities menu. Configure activity types @@ -132,8 +125,7 @@ Configure activity types To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss --> Activities --> Activity Types`. -.. image:: plan_activities/settings-activities-types.png - :align: center +.. image:: activities/settings-activities-types.png :alt: View of the settings page emphasizing the menu activity types. Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found. @@ -144,8 +136,7 @@ new activity type, click :guilabel:`Create`. At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity type. -.. image:: plan_activities/new-activity-type.png - :align: center +.. image:: activities/new-activity-type.png :alt: New activity type form. Activity settings @@ -208,8 +199,7 @@ This :guilabel:`Schedule` field information can be altered before the activity i When all configurations are complete, click :guilabel:`Save`. -.. image:: plan_activities/schedule-recommended-activity.png - :align: center +.. image:: activities/schedule-recommended-activity.png :alt: Schedule activity popup with emphasis on recommended activities. .. note:: @@ -236,8 +226,7 @@ This :guilabel:`Schedule` field information can be altered before the activity i When all configurations are complete, click :guilabel:`Save`. -.. image:: plan_activities/triggered-activities.png - :align: center +.. image:: activities/triggered-activities.png :alt: Schedule new activity popup with emphasis on Done and launch next button. .. note:: @@ -246,5 +235,5 @@ When all configurations are complete, click :guilabel:`Save`. :guilabel:`Trigger` field. .. seealso:: - - :doc:`get_started` - - :doc:`team_communication` + - :doc:`/applications/productivity/discuss` + - 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rename to content/applications/essentials/export_import_data/m2m_customers_tags.csv diff --git a/content/applications/general/export_import_data/o2m_customers_contacts.csv b/content/applications/essentials/export_import_data/o2m_customers_contacts.csv similarity index 100% rename from content/applications/general/export_import_data/o2m_customers_contacts.csv rename to content/applications/essentials/export_import_data/o2m_customers_contacts.csv diff --git a/content/applications/general/export_import_data/o2m_purchase_order_lines.csv b/content/applications/essentials/export_import_data/o2m_purchase_order_lines.csv similarity index 100% rename from content/applications/general/export_import_data/o2m_purchase_order_lines.csv rename to content/applications/essentials/export_import_data/o2m_purchase_order_lines.csv diff --git a/content/applications/general/export_import_data/purchase.order_functional_error_line_cant_adpat.csv b/content/applications/essentials/export_import_data/purchase.order_functional_error_line_cant_adpat.csv similarity index 100% rename from content/applications/general/export_import_data/purchase.order_functional_error_line_cant_adpat.csv rename to content/applications/essentials/export_import_data/purchase.order_functional_error_line_cant_adpat.csv diff --git a/content/applications/general/in_app_purchase.rst b/content/applications/essentials/in_app_purchase.rst similarity index 100% rename from content/applications/general/in_app_purchase.rst rename to content/applications/essentials/in_app_purchase.rst diff --git a/content/applications/general/in_app_purchase/image1.png b/content/applications/essentials/in_app_purchase/image1.png similarity index 100% rename from content/applications/general/in_app_purchase/image1.png rename to content/applications/essentials/in_app_purchase/image1.png diff --git a/content/applications/general/in_app_purchase/image2.png b/content/applications/essentials/in_app_purchase/image2.png similarity index 100% rename from content/applications/general/in_app_purchase/image2.png rename to content/applications/essentials/in_app_purchase/image2.png diff --git a/content/applications/general/in_app_purchase/image3.png b/content/applications/essentials/in_app_purchase/image3.png similarity index 100% rename from content/applications/general/in_app_purchase/image3.png rename to content/applications/essentials/in_app_purchase/image3.png diff --git a/content/applications/general/in_app_purchase/image4.png b/content/applications/essentials/in_app_purchase/image4.png similarity index 100% rename from content/applications/general/in_app_purchase/image4.png rename to content/applications/essentials/in_app_purchase/image4.png diff --git a/content/applications/finance.rst b/content/applications/finance.rst index 7b704ca19..d98247397 100644 --- a/content/applications/finance.rst +++ b/content/applications/finance.rst @@ -9,7 +9,5 @@ Finance finance/accounting finance/expenses - finance/documents - finance/sign finance/payment_acquirers finance/fiscal_localizations diff --git a/content/applications/finance/accounting/customer_invoices/snailmail.rst b/content/applications/finance/accounting/customer_invoices/snailmail.rst index dfb0c32e5..9aa4345ea 100644 --- a/content/applications/finance/accounting/customer_invoices/snailmail.rst +++ b/content/applications/finance/accounting/customer_invoices/snailmail.rst @@ -44,7 +44,7 @@ your customer’s address is set correctly, including the country, before sendin Pricing ======= -Snailmail is an :doc:`/applications/general/in_app_purchase` service that requires prepaid stamps +Snailmail is an :doc:`/applications/essentials/in_app_purchase` service that requires prepaid stamps (=credits) to work. Sending one document consumes one stamp. To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer diff --git a/content/applications/finance/accounting/payments/follow_up.rst b/content/applications/finance/accounting/payments/follow_up.rst index 99cebc90d..c0ad62129 100644 --- a/content/applications/finance/accounting/payments/follow_up.rst +++ b/content/applications/finance/accounting/payments/follow_up.rst @@ -94,6 +94,6 @@ select all the reports you would like to process, click on the :guilabel:`Action select :guilabel:`Process follow-ups`. .. seealso:: - - :doc:`../../../general/in_app_purchase` - - :doc:`../../../marketing/sms_marketing/pricing/pricing_and_faq` + - :doc:`/applications/essentials/in_app_purchase` + - :doc:`/applications/marketing/sms_marketing/pricing/pricing_and_faq` - :doc:`../customer_invoices/snailmail` diff --git a/content/applications/finance/accounting/vendor_bills/invoice_digitization.rst b/content/applications/finance/accounting/vendor_bills/invoice_digitization.rst index e553f7eb5..2c69aebac 100644 --- a/content/applications/finance/accounting/vendor_bills/invoice_digitization.rst +++ b/content/applications/finance/accounting/vendor_bills/invoice_digitization.rst @@ -11,7 +11,7 @@ created and populated based on the scanned invoices. .. seealso:: - `Test Odoo's invoice digitization `_ - - :doc:`/applications/general/in_app_purchase`. + - :doc:`/applications/essentials/in_app_purchase`. - `Odoo Tutorials: Invoice Digitization with OCR `_. @@ -49,8 +49,8 @@ You can modify the email alias of a journal by going to :menuselection:`Accounti --> Journals`, opening the appropriate journal, opening the :guilabel:`Advanced Settings` tab, and modifying the :guilabel:`Email Alias` field. -If you use the :doc:`Documents <../../documents>` app, you can send your scanned invoices to the -:guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`). +If you use the :doc:`Documents ` app, you can send your +scanned invoices to the :guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`). Invoice digitization ==================== diff --git a/content/applications/finance/expenses.rst b/content/applications/finance/expenses.rst index 9383ca20e..8bdc98a45 100644 --- a/content/applications/finance/expenses.rst +++ b/content/applications/finance/expenses.rst @@ -209,9 +209,9 @@ Configuration --> Settings`. Ensure :guilabel:`Incoming Emails` is enabled. .. note:: If the domain alias needs to be set up, :guilabel:`Setup your domain alias` will appear beneath the incoming emails check box instead of the email address field. Refer to this documentation for - setup instructions and more information: :doc:`/administration/maintain/domain_names`. Once the - domain alias is configured, the email address field will be visible beneath the incoming emails - section. + setup instructions and more information: + :doc:`/applications/websites/website/configuration/domain_names`. Once the domain alias is + configured, the email address field will be visible beneath the incoming emails section. Next, enter the email address to be used in the email field, then click :guilabel:`Save`. Now that the email address has been entered, emails can be sent to that alias to create new expenses without @@ -364,8 +364,8 @@ To see who has rights to approve, go to the main :menuselection:`Settings` app a the *Settings* app. - :guilabel:`Settings`: The user has access to the entire *Settings* app with no restrictions. - Please refer to :doc:`this document ` to learn more - about managing users and their access rights. + Please refer to :doc:`this document ` to learn more about managing + users and their access rights. Click on an individual to view their card, which displays the :guilabel:`Access Rights` tab in the default view. Scroll down to the :guilabel:`Human Resources` section. Under :guilabel:`Expenses`, diff --git a/content/applications/finance/fiscal_localizations/belgium.rst b/content/applications/finance/fiscal_localizations/belgium.rst index 9022e7032..395042206 100644 --- a/content/applications/finance/fiscal_localizations/belgium.rst +++ b/content/applications/finance/fiscal_localizations/belgium.rst @@ -53,7 +53,7 @@ The Odoo POS system is certified for the major versions of databases hosted on * - Not certified .. seealso:: - :doc:`/administration/maintain/supported_versions` + :doc:`/administration/supported_versions` A `certified POS system `_ must adhere to rigorous government regulations, which means it operates differently from a non-certified @@ -153,7 +153,7 @@ following information: - your company's name, address, and legal structure; and - the Mac address of your IoT Box. -Once your IoT box is certified, :doc:`connect <../../productivity/iot/config/connect>` it to your +Once your IoT box is certified, :doc:`connect <../../general/iot/config/connect>` it to your database. To verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the :guilabel:`IOT Device` section, which should display the FDM. diff --git a/content/applications/finance/fiscal_localizations/egypt.rst b/content/applications/finance/fiscal_localizations/egypt.rst index 1ad9b6558..c5b216ac5 100644 --- a/content/applications/finance/fiscal_localizations/egypt.rst +++ b/content/applications/finance/fiscal_localizations/egypt.rst @@ -220,7 +220,7 @@ Proxy. Copy the token and save it in a safe place for later use. .. seealso:: - `Odoo: Download Odoo `_ - - :doc:`../../../administration/install` + - :doc:`../../../administration/on_premise` .. _egypt/e-invoicing-usb-configuration: diff --git a/content/applications/finance/fiscal_localizations/france.rst b/content/applications/finance/fiscal_localizations/france.rst index ab19c2634..070f5893b 100644 --- a/content/applications/finance/fiscal_localizations/france.rst +++ b/content/applications/finance/fiscal_localizations/france.rst @@ -368,7 +368,7 @@ of conformity testifying that your software complies with the anti-fraud legislation. This certificate is granted by Odoo SA to Odoo Enterprise users `here `_. If you use Odoo Community, you should :doc:`upgrade to Odoo Enterprise -` or contact your Odoo service provider. +` or contact your Odoo service provider. In case of non-conformity, your company risks a fine of €7,500. diff --git a/content/applications/finance/fiscal_localizations/kenya.rst b/content/applications/finance/fiscal_localizations/kenya.rst index e35e61ba8..878b9cd9d 100644 --- a/content/applications/finance/fiscal_localizations/kenya.rst +++ b/content/applications/finance/fiscal_localizations/kenya.rst @@ -73,7 +73,7 @@ agreement. On the next page, select the :guilabel:`type of install: Odoo IoT`. T :guilabel:`Next` and :guilabel:`Install`. Once completed, click :guilabel:`Next`. Check the :guilabel:`Start Odoo` box to be redirected to Odoo automatically, and then click :guilabel:`Finish`. -A new page opens, confirming your :doc:`IoT Box <../../productivity/iot/config/connect>` is up and +A new page opens, confirming your :doc:`IoT Box <../../general/iot/config/connect>` is up and running. Connect your physical device **Tremol G03 Control Unit (type C)** to your laptop via USB. In the :guilabel:`IoT Device` section, check that your Tremol G03 Control Unit (type C) appears, confirming the connection between the device and your computer. @@ -87,7 +87,7 @@ confirming the connection between the device and your computer. in the top right corner. .. seealso:: - :doc:`Connect an IoT box to your database <../../productivity/iot/config/connect>` + :doc:`Connect an IoT box to your database <../../general/iot/config/connect>` Sending the data to KRA using the Tremol G03 Control Unit --------------------------------------------------------- diff --git a/content/applications/finance/fiscal_localizations/mexico.rst b/content/applications/finance/fiscal_localizations/mexico.rst index 0761d6560..4fa3beabe 100644 --- a/content/applications/finance/fiscal_localizations/mexico.rst +++ b/content/applications/finance/fiscal_localizations/mexico.rst @@ -253,7 +253,7 @@ Products To configure products, go to :menuselection:`Accounting --> Customers --> Products`, then select a product to configure, or :guilabel:`Create` a new one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product Category` field, select the category that represents the product. The -process can be done manually, or through :doc:`a bulk import <../../general/export_import_data>`. +process can be done manually, or through :doc:`a bulk import <../../essentials/export_import_data>`. .. note:: All products need to have an |SAT| code associated with them in order to prevent validation diff --git a/content/applications/general.rst b/content/applications/general.rst index c75025409..c23cc7021 100644 --- a/content/applications/general.rst +++ b/content/applications/general.rst @@ -1,16 +1,13 @@ -============= -Miscellaneous -============= +================ +General settings +================ .. toctree:: - general/users - general/auth general/apps_modules - general/export_import_data + general/users + general/companies + general/iot general/email_communication - general/voip - general/geolocation - general/digest_emails - general/in_app_purchase + general/integrations general/developer_mode diff --git a/content/applications/general/apps_modules.rst b/content/applications/general/apps_modules.rst index 5a3428e98..0561f01e6 100644 --- a/content/applications/general/apps_modules.rst +++ b/content/applications/general/apps_modules.rst @@ -45,8 +45,7 @@ Upgrade apps and modules ======================== On some occasions, new improvements or app features are added to :doc:`supported versions of Odoo -`. To be able to use them, you must **upgrade** your -app. +`. To be able to use them, you must **upgrade** your app. Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to upgrade, then on *Upgrade*. diff --git a/content/applications/general/auth.rst b/content/applications/general/auth.rst deleted file mode 100644 index 955d455ab..000000000 --- a/content/applications/general/auth.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -============== -Authentication -============== - -.. toctree:: - :titlesonly: - - auth/google - auth/azure - auth/ldap - auth/2fa diff --git a/content/applications/general/users/companies.rst b/content/applications/general/companies.rst similarity index 90% rename from content/applications/general/users/companies.rst rename to content/applications/general/companies.rst index 333dae524..586933119 100644 --- a/content/applications/general/users/companies.rst +++ b/content/applications/general/companies.rst @@ -1,3 +1,5 @@ +:show-content: + ========= Companies ========= @@ -50,7 +52,7 @@ company only. To do so, on their forms, choose between: Employees' access ================= -Once companies are created, manage your employees' :doc:`Access Rights ` +Once companies are created, manage your employees' :doc:`Access Rights ` for *Multi Companies*. .. image:: companies/access_rights_multi_companies.png @@ -84,12 +86,12 @@ Inter-Company Transactions First, make sure each one of your companies is properly set in relation to: -- :doc:`Chart of Accounts <../../finance/accounting/get_started/chart_of_accounts>` -- :doc:`Taxes <../../finance/accounting/taxes>` -- :doc:`Fiscal Positions <../../finance/accounting/taxes/fiscal_positions>` -- :doc:`Journals <../../finance/accounting/bank>` -- :doc:`Fiscal Localizations <../../finance/fiscal_localizations>` -- :doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>` +- :doc:`Chart of Accounts <../finance/accounting/get_started/chart_of_accounts>` +- :doc:`Taxes <../finance/accounting/taxes>` +- :doc:`Fiscal Positions <../finance/accounting/taxes/fiscal_positions>` +- :doc:`Journals <../finance/accounting/bank>` +- :doc:`Fiscal Localizations <../finance/fiscal_localizations>` +- :doc:`Pricelists <../sales/sales/products_prices/prices/pricing>` Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company *activated* and *selected*, choose if you would like operations between companies to be synchronized @@ -129,4 +131,10 @@ at an invoice/bills level or at a sales/purchase orders level. .. seealso:: - :doc:`Multi-company Guidelines ` - - :doc:`../../finance/accounting/get_started/multi_currency` + - :doc:`../finance/accounting/get_started/multi_currency` + +.. toctree:: + :titlesonly: + + companies/digest_emails + companies/email_template diff --git a/content/applications/general/users/companies/access_rights_multi_companies.png b/content/applications/general/companies/access_rights_multi_companies.png similarity index 100% rename from content/applications/general/users/companies/access_rights_multi_companies.png rename to content/applications/general/companies/access_rights_multi_companies.png diff --git a/content/applications/general/users/companies/create_js_store_us.png b/content/applications/general/companies/create_js_store_us.png similarity index 100% rename from content/applications/general/users/companies/create_js_store_us.png rename to content/applications/general/companies/create_js_store_us.png diff --git a/content/applications/general/digest_emails.rst b/content/applications/general/companies/digest_emails.rst similarity index 100% rename from content/applications/general/digest_emails.rst rename to content/applications/general/companies/digest_emails.rst diff --git a/content/applications/general/digest_emails/digest-email-settings.png b/content/applications/general/companies/digest_emails/digest-email-settings.png similarity index 100% rename from content/applications/general/digest_emails/digest-email-settings.png rename to content/applications/general/companies/digest_emails/digest-email-settings.png diff --git a/content/applications/general/digest_emails/periodic-digest.png b/content/applications/general/companies/digest_emails/periodic-digest.png similarity index 100% rename from content/applications/general/digest_emails/periodic-digest.png rename to content/applications/general/companies/digest_emails/periodic-digest.png diff --git a/content/applications/general/users/companies/document_layout.png b/content/applications/general/companies/document_layout.png similarity index 100% rename from content/applications/general/users/companies/document_layout.png rename to content/applications/general/companies/document_layout.png diff --git a/content/applications/general/email_communication/email_template.rst b/content/applications/general/companies/email_template.rst similarity index 99% rename from content/applications/general/email_communication/email_template.rst rename to content/applications/general/companies/email_template.rst index 1c6e4596b..dec6a9375 100644 --- a/content/applications/general/email_communication/email_template.rst +++ b/content/applications/general/companies/email_template.rst @@ -146,7 +146,7 @@ template, as listed in the bulleted list above. model that the email template is created for. .. seealso:: - :doc:`../../productivity/studio/models_modules_apps`. + :doc:`/applications/studio/models_modules_apps`. .. tip:: These fields can also be accessed in :ref:`developer mode `. On a contact form @@ -240,7 +240,7 @@ parameter used to generate all the links. This is a known limitation. For more information about how to configure domains, check out the :doc:`domain name documentation -`. +`. Updating translations within email templates -------------------------------------------- diff --git a/content/applications/general/email_communication/email_template/composer-mass-mailing.png b/content/applications/general/companies/email_template/composer-mass-mailing.png similarity index 100% rename from content/applications/general/email_communication/email_template/composer-mass-mailing.png rename to content/applications/general/companies/email_template/composer-mass-mailing.png diff --git a/content/applications/general/email_communication/email_template/edit-language-template.png b/content/applications/general/companies/email_template/edit-language-template.png similarity index 100% rename from content/applications/general/email_communication/email_template/edit-language-template.png rename to content/applications/general/companies/email_template/edit-language-template.png diff --git a/content/applications/general/email_communication/email_template/html-code-editor.png b/content/applications/general/companies/email_template/html-code-editor.png similarity index 100% rename from content/applications/general/email_communication/email_template/html-code-editor.png rename to content/applications/general/companies/email_template/html-code-editor.png diff --git a/content/applications/general/email_communication/email_template/information-box.png b/content/applications/general/companies/email_template/information-box.png similarity index 100% rename from content/applications/general/email_communication/email_template/information-box.png rename to content/applications/general/companies/email_template/information-box.png diff --git a/content/applications/general/email_communication/email_template/powerbox-feature.png b/content/applications/general/companies/email_template/powerbox-feature.png similarity index 100% rename from content/applications/general/email_communication/email_template/powerbox-feature.png rename to content/applications/general/companies/email_template/powerbox-feature.png diff --git a/content/applications/general/email_communication/email_template/reply-to-template-sales.png b/content/applications/general/companies/email_template/reply-to-template-sales.png similarity index 100% rename from content/applications/general/email_communication/email_template/reply-to-template-sales.png rename to content/applications/general/companies/email_template/reply-to-template-sales.png diff --git a/content/applications/general/email_communication/email_template/translation-body.png b/content/applications/general/companies/email_template/translation-body.png similarity index 100% rename from content/applications/general/email_communication/email_template/translation-body.png rename to content/applications/general/companies/email_template/translation-body.png diff --git a/content/applications/general/users/companies/favicon.png b/content/applications/general/companies/favicon.png similarity index 100% rename from content/applications/general/users/companies/favicon.png rename to content/applications/general/companies/favicon.png diff --git a/content/applications/general/users/companies/inter_company_transactions.png b/content/applications/general/companies/inter_company_transactions.png similarity index 100% rename from content/applications/general/users/companies/inter_company_transactions.png rename to content/applications/general/companies/inter_company_transactions.png diff --git a/content/applications/general/users/companies/invoice_inter_company.png b/content/applications/general/companies/invoice_inter_company.png similarity index 100% rename from content/applications/general/users/companies/invoice_inter_company.png rename to content/applications/general/companies/invoice_inter_company.png diff --git a/content/applications/general/users/companies/multi_companies_menu_dashboard.png b/content/applications/general/companies/multi_companies_menu_dashboard.png similarity index 100% rename from content/applications/general/users/companies/multi_companies_menu_dashboard.png rename to content/applications/general/companies/multi_companies_menu_dashboard.png diff --git a/content/applications/general/users/companies/product_form_company.png b/content/applications/general/companies/product_form_company.png similarity index 100% rename from content/applications/general/users/companies/product_form_company.png rename to content/applications/general/companies/product_form_company.png diff --git a/content/applications/general/users/companies/purchase_order_inter_company.png b/content/applications/general/companies/purchase_order_inter_company.png similarity index 100% rename from content/applications/general/users/companies/purchase_order_inter_company.png rename to content/applications/general/companies/purchase_order_inter_company.png diff --git a/content/applications/general/email_communication.rst b/content/applications/general/email_communication.rst index 4e9d98bd1..214707aa9 100644 --- a/content/applications/general/email_communication.rst +++ b/content/applications/general/email_communication.rst @@ -1,7 +1,7 @@ :nosearch: =================== -Email Communication +Email communication =================== .. toctree:: @@ -9,5 +9,7 @@ Email Communication email_communication/email_servers email_communication/email_domain - email_communication/email_template + email_communication/azure_oauth + email_communication/google_oauth + email_communication/mailjet_api email_communication/faq diff --git a/content/administration/maintain/azure_oauth.rst b/content/applications/general/email_communication/azure_oauth.rst similarity index 99% rename from content/administration/maintain/azure_oauth.rst rename to content/applications/general/email_communication/azure_oauth.rst index cf8fbfeb2..9e8067943 100644 --- a/content/administration/maintain/azure_oauth.rst +++ b/content/applications/general/email_communication/azure_oauth.rst @@ -12,7 +12,7 @@ personal email address or an address created by a custom domain. `_ .. seealso:: - - :doc:`/applications/general/auth/azure` + - :doc:`/applications/general/users/azure` - :doc:`/applications/productivity/calendar/outlook` Setup in Microsoft Azure Portal @@ -290,4 +290,4 @@ account`. Odoo will state: :guilabel:`Outlook Token Valid` Now :guilabel:`Test a account. The account should be ready to receive email to the Odoo database. .. seealso:: - :doc:`../../applications/general/email_communication/email_servers` + :doc:`email_servers` diff --git a/content/administration/maintain/azure_oauth/application-id.png b/content/applications/general/email_communication/azure_oauth/application-id.png similarity index 100% rename from content/administration/maintain/azure_oauth/application-id.png rename to content/applications/general/email_communication/azure_oauth/application-id.png diff --git a/content/administration/maintain/azure_oauth/from-name-remain.png b/content/applications/general/email_communication/azure_oauth/from-name-remain.png similarity index 100% rename from content/administration/maintain/azure_oauth/from-name-remain.png rename to content/applications/general/email_communication/azure_oauth/from-name-remain.png diff --git a/content/administration/maintain/azure_oauth/managed-application.png b/content/applications/general/email_communication/azure_oauth/managed-application.png similarity index 100% rename from content/administration/maintain/azure_oauth/managed-application.png rename to content/applications/general/email_communication/azure_oauth/managed-application.png diff --git a/content/administration/maintain/azure_oauth/outlook-token.png b/content/applications/general/email_communication/azure_oauth/outlook-token.png similarity index 100% rename from content/administration/maintain/azure_oauth/outlook-token.png rename to content/applications/general/email_communication/azure_oauth/outlook-token.png diff --git a/content/administration/maintain/azure_oauth/outlookcreds.png b/content/applications/general/email_communication/azure_oauth/outlookcreds.png similarity index 100% rename from content/administration/maintain/azure_oauth/outlookcreds.png rename to content/applications/general/email_communication/azure_oauth/outlookcreds.png diff --git a/content/administration/maintain/azure_oauth/permissions.png b/content/applications/general/email_communication/azure_oauth/permissions.png similarity index 100% rename from content/administration/maintain/azure_oauth/permissions.png rename to content/applications/general/email_communication/azure_oauth/permissions.png diff --git a/content/administration/maintain/azure_oauth/secretvalue.png b/content/applications/general/email_communication/azure_oauth/secretvalue.png similarity index 100% rename from content/administration/maintain/azure_oauth/secretvalue.png rename to content/applications/general/email_communication/azure_oauth/secretvalue.png diff --git a/content/administration/maintain/azure_oauth/verify-outlook.png b/content/applications/general/email_communication/azure_oauth/verify-outlook.png similarity index 100% rename from content/administration/maintain/azure_oauth/verify-outlook.png rename to content/applications/general/email_communication/azure_oauth/verify-outlook.png diff --git a/content/applications/general/email_communication/email_servers.rst b/content/applications/general/email_communication/email_servers.rst index fed51c586..a896b3f96 100644 --- a/content/applications/general/email_communication/email_servers.rst +++ b/content/applications/general/email_communication/email_servers.rst @@ -65,8 +65,8 @@ record in Odoo. Reference the SMTP data of the external email server. Once all t been filled out, click :guilabel:`Test Connection`. .. seealso:: - - :doc:`/administration/maintain/google_oauth` - - :doc:`/administration/maintain/azure_oauth` + - :doc:`google_oauth` + - :doc:`azure_oauth` .. note:: Ensuring the outgoing domain has :abbr:`SPF (Sender Policy Framework)`, :abbr:`DKIM (DomainKeys @@ -178,7 +178,7 @@ Set up different dedicated servers for transactional and mass emails In Odoo a separate email server can be used for transactional emails and mass mailings. Example: Use Postmark or SendinBlue for transactional emails, and Amazon SES, Mailgun, -Sendgrid or :doc:`Mailjet ` for mass mailings. +Sendgrid or :doc:`Mailjet ` for mass mailings. .. important:: A default outgoing email server is already configured. Do not create an alternative one unless a diff --git a/content/administration/maintain/google_oauth.rst b/content/applications/general/email_communication/google_oauth.rst similarity index 99% rename from content/administration/maintain/google_oauth.rst rename to content/applications/general/email_communication/google_oauth.rst index dc3423bf3..530afa96b 100644 --- a/content/administration/maintain/google_oauth.rst +++ b/content/applications/general/email_communication/google_oauth.rst @@ -12,7 +12,7 @@ email address or an address created by a custom domain. `_ on setting up OAuth. .. seealso:: - - :doc:`/applications/general/auth/google` + - :doc:`/applications/general/users/google` - :doc:`/applications/productivity/calendar/google` Setup in Google diff --git a/content/administration/maintain/google_oauth/403-error.png b/content/applications/general/email_communication/google_oauth/403-error.png similarity index 100% rename from content/administration/maintain/google_oauth/403-error.png rename to content/applications/general/email_communication/google_oauth/403-error.png diff --git a/content/administration/maintain/google_oauth/client-credentials.png b/content/applications/general/email_communication/google_oauth/client-credentials.png similarity index 100% rename from content/administration/maintain/google_oauth/client-credentials.png rename to content/applications/general/email_communication/google_oauth/client-credentials.png diff --git a/content/administration/maintain/google_oauth/error-400.png b/content/applications/general/email_communication/google_oauth/error-400.png similarity index 100% rename from content/administration/maintain/google_oauth/error-400.png rename to content/applications/general/email_communication/google_oauth/error-400.png diff --git a/content/administration/maintain/google_oauth/forbidden-error.png b/content/applications/general/email_communication/google_oauth/forbidden-error.png similarity index 100% rename from content/administration/maintain/google_oauth/forbidden-error.png rename to content/applications/general/email_communication/google_oauth/forbidden-error.png diff --git a/content/administration/maintain/google_oauth/green-token.png b/content/applications/general/email_communication/google_oauth/green-token.png similarity index 100% rename from content/administration/maintain/google_oauth/green-token.png rename to content/applications/general/email_communication/google_oauth/green-token.png diff --git a/content/administration/maintain/google_oauth/new-project.png b/content/applications/general/email_communication/google_oauth/new-project.png similarity index 100% rename from content/administration/maintain/google_oauth/new-project.png rename to content/applications/general/email_communication/google_oauth/new-project.png diff --git a/content/administration/maintain/google_oauth/outgoing-servers.png b/content/applications/general/email_communication/google_oauth/outgoing-servers.png similarity index 100% rename from content/administration/maintain/google_oauth/outgoing-servers.png rename to content/applications/general/email_communication/google_oauth/outgoing-servers.png diff --git a/content/administration/maintain/google_oauth/published-status.png b/content/applications/general/email_communication/google_oauth/published-status.png similarity index 100% rename from content/administration/maintain/google_oauth/published-status.png rename to content/applications/general/email_communication/google_oauth/published-status.png diff --git a/content/administration/maintain/mailjet_api.rst b/content/applications/general/email_communication/mailjet_api.rst similarity index 98% rename from content/administration/maintain/mailjet_api.rst rename to content/applications/general/email_communication/mailjet_api.rst index f5fc5a6da..63e7992f7 100644 --- a/content/administration/maintain/mailjet_api.rst +++ b/content/applications/general/email_communication/mailjet_api.rst @@ -210,9 +210,8 @@ Connection`. For more information see :ref:`Using a default email address `. - The :guilabel:`System Parameters` can be accessed by activating - :doc:`../../applications/general/developer_mode` in the :menuselection:`Settings --> Technical - --> Parameters --> System Parameters` menu. + The :guilabel:`System Parameters` can be accessed by activating the :ref:`developer mode + `. Once the setup is complete, the Odoo database is ready to use the Mailjet email server for mass mailing or transactional emails! diff --git a/content/administration/maintain/mailjet_api/add-domain-email.png b/content/applications/general/email_communication/mailjet_api/add-domain-email.png similarity index 100% rename from content/administration/maintain/mailjet_api/add-domain-email.png rename to content/applications/general/email_communication/mailjet_api/add-domain-email.png diff --git a/content/administration/maintain/mailjet_api/api-settings.png b/content/applications/general/email_communication/mailjet_api/api-settings.png similarity index 100% rename from content/administration/maintain/mailjet_api/api-settings.png rename to content/applications/general/email_communication/mailjet_api/api-settings.png diff --git a/content/administration/maintain/mailjet_api/authenticate.png b/content/applications/general/email_communication/mailjet_api/authenticate.png similarity index 100% rename from content/administration/maintain/mailjet_api/authenticate.png rename to content/applications/general/email_communication/mailjet_api/authenticate.png diff --git a/content/administration/maintain/mailjet_api/check-dns.png b/content/applications/general/email_communication/mailjet_api/check-dns.png similarity index 100% rename from content/administration/maintain/mailjet_api/check-dns.png rename to content/applications/general/email_communication/mailjet_api/check-dns.png diff --git a/content/administration/maintain/mailjet_api/host-value-dns.png b/content/applications/general/email_communication/mailjet_api/host-value-dns.png similarity index 100% rename from content/administration/maintain/mailjet_api/host-value-dns.png rename to content/applications/general/email_communication/mailjet_api/host-value-dns.png diff --git a/content/administration/maintain/mailjet_api/server-settings.png b/content/applications/general/email_communication/mailjet_api/server-settings.png similarity index 100% rename from content/administration/maintain/mailjet_api/server-settings.png rename to content/applications/general/email_communication/mailjet_api/server-settings.png diff --git a/content/administration/maintain/mailjet_api/smtp-config.png b/content/applications/general/email_communication/mailjet_api/smtp-config.png similarity index 100% rename from content/administration/maintain/mailjet_api/smtp-config.png rename to content/applications/general/email_communication/mailjet_api/smtp-config.png diff --git a/content/applications/general/integrations.rst b/content/applications/general/integrations.rst new file mode 100644 index 000000000..aa02402b2 --- /dev/null +++ b/content/applications/general/integrations.rst @@ -0,0 +1,9 @@ +============ +Integrations +============ + +.. toctree:: + + integrations/mail_plugins + integrations/unsplash + integrations/geolocation diff --git a/content/applications/general/geolocation.rst b/content/applications/general/integrations/geolocation.rst similarity index 100% rename from content/applications/general/geolocation.rst rename to content/applications/general/integrations/geolocation.rst diff --git a/content/applications/general/geolocation/contacts.png b/content/applications/general/integrations/geolocation/contacts.png similarity index 100% rename from content/applications/general/geolocation/contacts.png rename to content/applications/general/integrations/geolocation/contacts.png diff --git a/content/applications/general/geolocation/google-places-api-key.png b/content/applications/general/integrations/geolocation/google-places-api-key.png similarity index 100% rename from content/applications/general/geolocation/google-places-api-key.png rename to content/applications/general/integrations/geolocation/google-places-api-key.png diff --git a/content/applications/productivity/mail_plugins.rst b/content/applications/general/integrations/mail_plugins.rst similarity index 95% rename from content/applications/productivity/mail_plugins.rst rename to content/applications/general/integrations/mail_plugins.rst index 6ab2c8b8f..2a62b247e 100644 --- a/content/applications/productivity/mail_plugins.rst +++ b/content/applications/general/integrations/mail_plugins.rst @@ -32,7 +32,7 @@ However, they can provide **Lead Enrichment**, which is part of a paid service k Generation**. Mail plugins allow you to test Lead Enrichment for free, whether you connect the plugins to a -database or not. After a while, the plugins ask you to buy :doc:`../general/in_app_purchase` +database or not. After a while, the plugins ask you to buy :doc:`../../essentials/in_app_purchase` credits if you would like to keep using this service. .. _mail_plugins/lead-generation: @@ -53,5 +53,5 @@ select a package. `_. .. seealso:: - - :doc:`../general/in_app_purchase` + - :doc:`../../essentials/in_app_purchase` - `Odoo Tutorials: Lead Enrichment `_ diff --git a/content/applications/productivity/mail_plugins/gmail.rst b/content/applications/general/integrations/mail_plugins/gmail.rst similarity index 100% rename from content/applications/productivity/mail_plugins/gmail.rst rename to content/applications/general/integrations/mail_plugins/gmail.rst diff --git a/content/applications/productivity/mail_plugins/gmail/allow-permissions.png b/content/applications/general/integrations/mail_plugins/gmail/allow-permissions.png similarity index 100% rename from content/applications/productivity/mail_plugins/gmail/allow-permissions.png rename to 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to content/applications/general/iot/config/pos.rst index 715da84aa..76fbc733a 100644 --- a/content/applications/productivity/iot/config/pos.rst +++ b/content/applications/general/iot/config/pos.rst @@ -47,10 +47,10 @@ Then, connect the peripheral devices to the :abbr:`IoT (Internet of Things)` box character (keycode 28). This is most likely the default configuration of the barcode scanner. * - Scale - Connect the scale and power it on. Refer to - :doc:`/applications/productivity/iot/devices/scale`. + :doc:`../devices/scale`. * - Customer display - Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the :abbr:`PoS (Point - of Sale)` order. Refer to :doc:`/applications/productivity/iot/devices/screen`. + of Sale)` order. Refer to :doc:`../devices/screen`. * - Payment terminal - The connection process depends on the terminal. 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b/content/applications/general/iot/devices/screen/screen-screen-name-example.png similarity index 100% rename from content/applications/productivity/iot/devices/screen/screen-screen-name-example.png rename to content/applications/general/iot/devices/screen/screen-screen-name-example.png diff --git a/content/applications/general/users.rst b/content/applications/general/users.rst index ed2896fce..4d7b61684 100644 --- a/content/applications/general/users.rst +++ b/content/applications/general/users.rst @@ -1,19 +1,157 @@ -:nosearch: +:show-content: -=================== -Users and companies -=================== +===== +Users +===== -Odoo defines a *user* as someone who has access to a database to perform daily tasks. You can add as -many users as you need and, in order to restrict the type of information each user can access, rules -can be applied. Users and access rights can be added and changed at any point. +Odoo defines a **user** as someone who has access to a database to perform daily tasks. You can add +as many users as you need and, in order to restrict the type of information each user can access, +rules can be applied. Users and access rights can be added and changed at any point. + +.. seealso:: + - :doc:`users/language` + - :doc:`users/access_rights` + +.. _users/add-individual: + +Add individual users +==================== + +Go to :menuselection:`Settings --> Manage Users` and click on *Create*. + +.. image:: users/manage-users.png + :height: 280 + :alt: View of the settings page emphasizing the manage users field in Odoo + +| Fill in the form with the needed information. Under the tab + :doc:`Access Rights ` choose the group within each application the user can + have access to. +| The list of applications shown is based on the applications installed on the database. + +.. image:: users/new_user.png + :alt: View of a user’s form emphasizing the access rights tab in Odoo + +When you are done editing the page and have *Saved* it, an invitation email is automatically sent to +the user. The user must click on it to accept the invitation and create a login. + +.. image:: users/invitation-email.png + :alt: View of a user’s form with a notification that the invitation email has been sent in Odoo + +.. note:: + Remember that subscription prices follow the number of users. Refer to our + `pricing page `_ + for more information. + +With the :ref:`developer mode ` activated, *User Types* can be selected. + +.. image:: users/user-type.png + :height: 300 + :alt: View of a user’s form in developer mode emphasizing the user type field in Odoo + +The *Portal* and *Public* options do not allow you to choose access rights. Members have specific +ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo +groups. + +.. _users/deactivate: + +Deactivate users +================ + +Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to +deactivate, click on *Action*, and then on *Archive*. + +.. danger:: + **Never** deactivate the main user (*admin*). + +.. _users/passwords-management: + +Passwords management +==================== + +.. _users/reset-password: + +Reset passwords +--------------- + +.. _users/reset-password-login: + +Enable password resets from login page +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +It is possible to enable password resets directly from the login page. + +To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*. + +.. image:: users/password-reset-login.png + :alt: Enabling Password Reset in Odoo Settings + +.. _users/reset-password-email: + +Send reset instructions to users +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Go to :menuselection:`Settings --> Users & Companies --> Users`, select the user out of the list and +click on *Send Password Reset Instructions* on its user form. An email is automatically sent to +them. + +.. note:: + The *Send Password Reset Instructions* button only appears if the Odoo invitation email has + already been confirmed by the user. + +This email contains all the instructions needed to reset the password, along with a link redirecting +the user to an Odoo login page. + +.. image:: users/password-email.png + :alt: Example of an email with a password reset link for an Odoo account + +.. _users/change-password: + +Change users’ passwords +----------------------- + +Go to :menuselection:`Settings --> Users & Companies --> Users` and select a user to access its +form. Click on the *Action* button and select *Change Password*. + +.. image:: users/change-password.png + :alt: Change another user's password on Odoo + +Enter a new password and confirm by clicking on *Change Password*. + +.. note:: + This operation only modifies the password of the users locally and does not affect their odoo.com + account. If you want to change the odoo.com password, you can :ref:`send the password reset + instructions `. + +Click on *Change Password* one more time. You are then redirected to an Odoo login page where you +can reaccess your database using your new password. + +.. _users/multi-companies: + +Multi Companies +=============== + +The *Multi Companies* field allows you to set to which of the multiple companies database you hold +the user can have access. + +.. note:: + Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company + behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer + to :doc:`this ` documentation. + +.. image:: users/multi-companies.png + :height: 300 + :alt: View of a user’s form emphasizing the multi companies field in Odoo + +.. seealso:: + - :doc:`companies` .. toctree:: :titlesonly: - users/manage_users users/language + users/2fa users/access_rights - users/companies users/portal - users/odoo_account + users/google + users/azure + users/ldap diff --git a/content/applications/general/auth/2fa.rst b/content/applications/general/users/2fa.rst similarity index 100% rename from content/applications/general/auth/2fa.rst rename to content/applications/general/users/2fa.rst diff --git a/content/applications/general/auth/2fa/2fa_input.png b/content/applications/general/users/2fa/2fa_input.png similarity index 100% rename from content/applications/general/auth/2fa/2fa_input.png rename to content/applications/general/users/2fa/2fa_input.png diff --git a/content/applications/general/auth/2fa/authenticator.png 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content/applications/general/users/2fa/scan_barcode.jpg diff --git a/content/applications/general/auth/2fa/sec_enhanced.png b/content/applications/general/users/2fa/sec_enhanced.png similarity index 100% rename from content/applications/general/auth/2fa/sec_enhanced.png rename to content/applications/general/users/2fa/sec_enhanced.png diff --git a/content/applications/general/auth/2fa/sec_tab.png b/content/applications/general/users/2fa/sec_tab.png similarity index 100% rename from content/applications/general/auth/2fa/sec_tab.png rename to content/applications/general/users/2fa/sec_tab.png diff --git a/content/applications/general/auth/2fa/secret_visible.png b/content/applications/general/users/2fa/secret_visible.png similarity index 100% rename from content/applications/general/auth/2fa/secret_visible.png rename to content/applications/general/users/2fa/secret_visible.png diff --git a/content/applications/general/auth/2fa/totp_enabled.png b/content/applications/general/users/2fa/totp_enabled.png similarity index 100% rename from content/applications/general/auth/2fa/totp_enabled.png rename to content/applications/general/users/2fa/totp_enabled.png diff --git a/content/applications/general/auth/2fa/totp_scan.png b/content/applications/general/users/2fa/totp_scan.png similarity index 100% rename from content/applications/general/auth/2fa/totp_scan.png rename to content/applications/general/users/2fa/totp_scan.png diff --git a/content/applications/general/auth/azure.rst b/content/applications/general/users/azure.rst similarity index 99% rename from content/applications/general/auth/azure.rst rename to content/applications/general/users/azure.rst index 075687d11..3e1a89832 100644 --- a/content/applications/general/auth/azure.rst +++ b/content/applications/general/users/azure.rst @@ -14,10 +14,9 @@ the organization to connect to Odoo using their Microsoft Accounts. user, the database will no longer be able to be duplicated, renamed, or otherwise managed from the Odoo.com portal. - .. seealso:: - :doc:`../../productivity/calendar/outlook` - - :doc:`/administration/maintain/azure_oauth` + - :doc:`../email_communication/azure_oauth` Configuration ============= diff --git a/content/applications/general/auth/azure/accept-access.png b/content/applications/general/users/azure/accept-access.png similarity index 100% rename from content/applications/general/auth/azure/accept-access.png rename to content/applications/general/users/azure/accept-access.png diff --git a/content/applications/general/auth/azure/authentication-tokens.png b/content/applications/general/users/azure/authentication-tokens.png similarity index 100% rename from content/applications/general/auth/azure/authentication-tokens.png rename to content/applications/general/users/azure/authentication-tokens.png diff --git a/content/applications/general/auth/azure/login-next.png b/content/applications/general/users/azure/login-next.png similarity index 100% rename from content/applications/general/auth/azure/login-next.png rename to content/applications/general/users/azure/login-next.png diff --git a/content/applications/general/auth/azure/odoo-login.png b/content/applications/general/users/azure/odoo-login.png similarity index 100% rename from content/applications/general/auth/azure/odoo-login.png rename to content/applications/general/users/azure/odoo-login.png diff --git a/content/applications/general/auth/azure/odoo-provider-settings.png b/content/applications/general/users/azure/odoo-provider-settings.png similarity index 100% rename from content/applications/general/auth/azure/odoo-provider-settings.png rename to content/applications/general/users/azure/odoo-provider-settings.png diff --git a/content/applications/general/auth/azure/overview-azure-app.png b/content/applications/general/users/azure/overview-azure-app.png similarity index 100% rename from content/applications/general/auth/azure/overview-azure-app.png rename to content/applications/general/users/azure/overview-azure-app.png diff --git a/content/applications/general/users/manage_users/change-password.png b/content/applications/general/users/change-password.png similarity index 100% rename from content/applications/general/users/manage_users/change-password.png rename to content/applications/general/users/change-password.png diff --git a/content/applications/general/auth/google.rst b/content/applications/general/users/google.rst similarity index 99% rename from content/applications/general/auth/google.rst rename to content/applications/general/users/google.rst index 4b8373c3f..eb097bb80 100644 --- a/content/applications/general/auth/google.rst +++ b/content/applications/general/users/google.rst @@ -16,7 +16,7 @@ the organization to connect to Odoo using their Google Accounts. .. seealso:: - :doc:`/applications/productivity/calendar/google` - - :doc:`/administration/maintain/google_oauth` + - :doc:`../email_communication/google_oauth` .. _google-sign-in/configuration: diff --git a/content/applications/general/auth/google/client-id.png b/content/applications/general/users/google/client-id.png similarity index 100% rename from content/applications/general/auth/google/client-id.png rename to content/applications/general/users/google/client-id.png diff --git a/content/applications/general/auth/google/consent-selection.png b/content/applications/general/users/google/consent-selection.png similarity index 100% rename from content/applications/general/auth/google/consent-selection.png rename to content/applications/general/users/google/consent-selection.png diff --git a/content/applications/general/auth/google/consent.png b/content/applications/general/users/google/consent.png similarity index 100% rename from content/applications/general/auth/google/consent.png rename to content/applications/general/users/google/consent.png diff --git a/content/applications/general/auth/google/credentials-button.png 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content/applications/general/users/manage_users/manage-users.png rename to content/applications/general/users/manage-users.png diff --git a/content/applications/general/users/manage_users.rst b/content/applications/general/users/manage_users.rst deleted file mode 100644 index b4a702fcc..000000000 --- a/content/applications/general/users/manage_users.rst +++ /dev/null @@ -1,152 +0,0 @@ -============ -Manage users -============ - -Odoo defines a **user** as someone who has access to a database to perform daily tasks. You can add -as many users as you need and, in order to restrict the type of information each user can access, -rules can be applied. Users and access rights can be added and changed at any point. - -.. seealso:: - - :doc:`language` - - :doc:`access_rights` - -.. _users/add-individual: - -Add individual users -==================== - -Go to :menuselection:`Settings --> Manage Users` and click on *Create*. - -.. image:: manage_users/manage-users.png - :align: center - :height: 280 - :alt: View of the settings page emphasizing the manage users field in Odoo - -| Fill in the form with the needed information. Under the tab - :doc:`Access Rights ` choose the group within each application the user can - have access to. -| The list of applications shown is based on the applications installed on the database. - -.. image:: manage_users/new_user.png - :align: center - :alt: View of a user’s form emphasizing the access rights tab in Odoo - -When you are done editing the page and have *Saved* it, an invitation email is automatically sent to -the user. The user must click on it to accept the invitation and create a login. - -.. image:: manage_users/invitation-email.png - :align: center - :alt: View of a user’s form with a notification that the invitation email has been sent in Odoo - -.. note:: - Remember that subscription prices follow the number of users. Refer to our - `pricing page `_ - for more information. - -With the :ref:`developer mode ` activated, *User Types* can be selected. - -.. image:: manage_users/user-type.png - :align: center - :height: 300 - :alt: View of a user’s form in developer mode emphasizing the user type field in Odoo - -The *Portal* and *Public* options do not allow you to choose access rights. Members have specific -ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo -groups. - -.. _users/deactivate: - -Deactivate users -================ - -Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to -deactivate, click on *Action*, and then on *Archive*. - -.. danger:: - **Never** deactivate the main user (*admin*). - -.. _users/passwords-management: - -Passwords management -==================== - -.. _users/reset-password: - -Reset passwords ---------------- - -.. _users/reset-password-login: - -Enable password resets from login page -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -It is possible to enable password resets directly from the login page. - -To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*. - -.. image:: manage_users/password-reset-login.png - :align: center - :alt: Enabling Password Reset in Odoo Settings - -.. _users/reset-password-email: - -Send reset instructions to users -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -Go to :menuselection:`Settings --> Users & Companies --> Users`, select the user out of the list and -click on *Send Password Reset Instructions* on its user form. An email is automatically sent to -them. - -.. note:: - The *Send Password Reset Instructions* button only appears if the Odoo invitation email has - already been confirmed by the user. - -This email contains all the instructions needed to reset the password, along with a link redirecting -the user to an Odoo login page. - -.. image:: manage_users/password-email.png - :align: center - :alt: Example of an email with a password reset link for an Odoo account - -.. _users/change-password: - -Change users’ passwords ------------------------ - -Go to :menuselection:`Settings --> Users & Companies --> Users` and select a user to access its -form. Click on the *Action* button and select *Change Password*. - -.. image:: manage_users/change-password.png - :align: center - :alt: Change another user's password on Odoo - -Enter a new password and confirm by clicking on *Change Password*. - -.. note:: - This operation only modifies the password of the users locally and does not affect their odoo.com - account. If you want to change the odoo.com password, you can :ref:`send the password reset - instructions `. - -Click on *Change Password* one more time. You are then redirected to an Odoo login page where you -can reaccess your database using your new password. - -.. _users/multi-companies: - -Multi Companies -=============== - -The *Multi Companies* field allows you to set to which of the multiple companies database you hold -the user can have access. - -.. note:: - Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company - behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer - to :doc:`this ` documentation. - -.. image:: manage_users/multi-companies.png - :align: center - :height: 300 - :alt: View of a user’s form emphasizing the multi companies field in Odoo - -.. seealso:: - - :doc:`companies` diff --git a/content/applications/general/users/manage_users/multi-companies.png b/content/applications/general/users/multi-companies.png similarity index 100% rename from content/applications/general/users/manage_users/multi-companies.png rename to content/applications/general/users/multi-companies.png diff --git a/content/applications/general/users/manage_users/new_user.png b/content/applications/general/users/new_user.png similarity index 100% rename from content/applications/general/users/manage_users/new_user.png rename to content/applications/general/users/new_user.png diff --git a/content/applications/general/users/manage_users/password-email.png b/content/applications/general/users/password-email.png similarity index 100% rename from content/applications/general/users/manage_users/password-email.png rename to content/applications/general/users/password-email.png diff --git a/content/applications/general/users/manage_users/password-reset-login.png b/content/applications/general/users/password-reset-login.png similarity index 100% rename from content/applications/general/users/manage_users/password-reset-login.png rename to content/applications/general/users/password-reset-login.png diff --git a/content/applications/general/users/manage_users/user-type.png b/content/applications/general/users/user-type.png similarity index 100% rename from content/applications/general/users/manage_users/user-type.png rename to content/applications/general/users/user-type.png diff --git a/content/applications/hr/employees/new_employee.rst b/content/applications/hr/employees/new_employee.rst index 47b449f5f..6f6c9e30d 100644 --- a/content/applications/hr/employees/new_employee.rst +++ b/content/applications/hr/employees/new_employee.rst @@ -336,7 +336,7 @@ Documents All documents associated with an employee are stored in the *Documents* app. The number of documents associated with the employee appear in the :guilabel:`Documents` smart button on the employee form. Click on the smart button, and all the documents appear. For more information on the *Documents* -app, refer to the :doc:`Documents documentation `. +app, refer to the :doc:`Documents documentation `. .. image:: new_employee/documents.png :align: center diff --git a/content/applications/hr/payroll/contracts.rst b/content/applications/hr/payroll/contracts.rst index 7e7dbc143..e3279ddf1 100644 --- a/content/applications/hr/payroll/contracts.rst +++ b/content/applications/hr/payroll/contracts.rst @@ -9,8 +9,8 @@ about their position. .. important:: Contract documents (PDFs) are uploaded and organized using the *Documents* application, and are signed using the *Sign* application. Ensure these applications are installed in order to send and - sign contracts. Please refer to the :doc:`/applications/finance/documents` and - :doc:`/applications/finance/sign` documentation. + sign contracts. Please refer to the :doc:`/applications/productivity/documents` and + :doc:`/applications/productivity/sign` documentation. To view the employee contracts, go to the :menuselection:`Payroll app --> Employees --> Contracts` from the top menu. All employee contracts, and their current contract status, are displayed in a diff --git a/content/applications/hr/recruitment.rst b/content/applications/hr/recruitment.rst index 139562956..28f0dc472 100644 --- a/content/applications/hr/recruitment.rst +++ b/content/applications/hr/recruitment.rst @@ -175,8 +175,7 @@ The pre-configured email templates and when to use them are as follows: .. note:: Email templates can be created, modified, and deleted to suit the needs of a business. For more - information on email templates, refer to the :doc:`../general/email_communication/email_template` - document. + information on email templates, refer to the :doc:`../general/companies/email_template` document. To manually send an email click :guilabel:`Send message` in the chatter. A text box appears, as well as the applicant's email address. Click the :guilabel:`⤢ (double arrow)` full composer icon in the @@ -335,7 +334,7 @@ in the :guilabel:`Email Template` field, and click :guilabel:`Create and Edit... pieces of data that populate dynamic content. For example, if the applicant's name is a piece of dynamic content, the applicant's name will appear anytime that dynamic placeholder appears on the email template. For more detailed information on email templates, refer to the - :doc:`../general/email_communication/email_template` documentation. + :doc:`../general/companies/email_template` documentation. An email template populates the :guilabel:`Email Template` field after a refusal reason is selected. If an email should not be sent to the applicant, uncheck the :guilabel:`Send Email` checkbox. To @@ -669,7 +668,7 @@ click :guilabel:`Send Now` to send the message immediately. .. note:: Sending text messages is not a default capability with Odoo. To send text messages, credits are required, which need to be purchased. For more information on IAP credits and plans, refer to - the :doc:`../general/in_app_purchase` documentation. + the :doc:`../essentials/in_app_purchase` documentation. .. _recruitment/second-interview: diff --git a/content/applications/hr/referrals.rst b/content/applications/hr/referrals.rst index d0893fd72..e0ddf0ed6 100644 --- a/content/applications/hr/referrals.rst +++ b/content/applications/hr/referrals.rst @@ -17,8 +17,7 @@ Any user with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabe rights for the Recruitment application has access to the Referrals application. Only user's with :guilabel:`Administrator` rights for the Recruitment application have access to the :ref:`reporting ` and configurations menus. For more information on users and access rights, -refer to these documents: :doc:`../general/users/manage_users` and -:doc:`../general/users/access_rights`. +refer to these documents: :doc:`../general/users` and :doc:`../general/users/access_rights`. Onboarding ========== diff --git a/content/applications/inventory_and_mrp/manufacturing.rst b/content/applications/inventory_and_mrp/manufacturing.rst index ec34268cb..f706c8e47 100644 --- a/content/applications/inventory_and_mrp/manufacturing.rst +++ b/content/applications/inventory_and_mrp/manufacturing.rst @@ -14,7 +14,7 @@ and allow workers to trigger maintenance operations, feedback loops, quality iss .. seealso:: - `Odoo Tutorials: MRP `_ - `Odoo Tutorials: Barcode Scanner `_ - - :doc:`IoT Boxes (MES) ` + - :doc:`IoT Boxes (MES) ` .. toctree:: :titlesonly: diff --git a/content/applications/productivity.rst b/content/applications/productivity.rst index 6db9bd06e..0034e7c25 100644 --- a/content/applications/productivity.rst +++ b/content/applications/productivity.rst @@ -7,8 +7,8 @@ Productivity .. toctree:: - productivity/discuss + productivity/documents + productivity/sign productivity/calendar - productivity/iot - productivity/mail_plugins - productivity/studio + productivity/discuss + productivity/voip diff --git a/content/applications/productivity/calendar/google.rst b/content/applications/productivity/calendar/google.rst index cd15753b3..e4f2c104f 100644 --- a/content/applications/productivity/calendar/google.rst +++ b/content/applications/productivity/calendar/google.rst @@ -6,8 +6,8 @@ Synchronize Google Calendar with Odoo to see and manage meetings from both platf both directions). This integration helps organize schedules, so a meeting is never missed. .. seealso:: - - :doc:`/applications/general/auth/google` - - :doc:`/administration/maintain/google_oauth` + - :doc:`/applications/general/users/google` + - :doc:`/applications/general/email_communication/google_oauth` Setup in Google =============== diff --git a/content/applications/productivity/calendar/outlook.rst b/content/applications/productivity/calendar/outlook.rst index 1a9ed3fcf..8c137c27b 100644 --- a/content/applications/productivity/calendar/outlook.rst +++ b/content/applications/productivity/calendar/outlook.rst @@ -6,8 +6,8 @@ Synchronizing a user's Outlook Calendar with Odoo is useful for keeping track of appointments across all related applications. .. seealso:: - - :doc:`/applications/general/auth/azure` - - :doc:`/administration/maintain/azure_oauth` + - :doc:`/applications/general/users/azure` + - :doc:`/applications/general/email_communication/azure_oauth` Register the application with Microsoft Azure ============================================= @@ -134,5 +134,5 @@ The synchronization is a two-way process, meaning that events are reconciled in services for their internal and external users. .. seealso:: - - :doc:`../mail_plugins/outlook` + - :doc:`/applications/general/integrations/mail_plugins/outlook` - :doc:`google` diff --git a/content/applications/productivity/discuss.rst b/content/applications/productivity/discuss.rst index 07f007892..51cc4c745 100644 --- a/content/applications/productivity/discuss.rst +++ b/content/applications/productivity/discuss.rst @@ -1,14 +1,108 @@ -:nosearch: :show-content: -:hide-page-toc: :show-toc: ======= Discuss ======= +Odoo *Discuss* is an internal communication app that allows users to connect through messages, +notes, and file sharing, either through a persistent chat window that works across applications, or +through the dedicated *Discuss* dashboard. + +.. _discuss_app/notification_preferences: + +Choose notifications preference +=============================== + +Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app +--> Users --> User --> Preferences tab`. + +.. image:: discuss/preferences-user.png + :alt: View of the Preferences tab for Odoo Discuss. + +By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this +setting enabled, a notification email will be sent by Odoo every time a message is sent from the +chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record +that the user follows. Something that triggers a notification is changing of the stage (if an email\ +is configured to be sent, for example if the task is set to :guilabel:`Done`). + +By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's +*inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking +:guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional +actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the +message by selecting :guilabel:`Pin` or even mark the message as unread by selecting +:guilabel:`Marked as unread`. + +.. image:: discuss/reactions-discuss.png + :alt: View of an inbox message and its action options in Odoo Discuss. + +Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page, +while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`. + +.. image:: discuss/starred-messages.png + :alt: View of messages marked as todo in Odoo Discuss. + +Start chatting +============== + +The first time a user logs in to their account, OdooBot sends a message asking for permission to +send desktop notifications for chats. If accepted, the user will receive push notifications on their +desktop for the messages they receive, regardless of where the user is in Odoo. + +.. image:: discuss/odoobot-push.png + :alt: View of the messages under the messaging menu emphasizing the request for push + notifications for Odoo Discuss. + +.. tip:: + To stop receiving desktop notifications, reset the notifications settings of the browser. + +To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon +next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard. + +.. image:: discuss/channels-direct-messages.png + :height: 400 + :alt: View of Discuss's panel emphasizing the titles channels and direct messages in Odoo + Discuss. + +A company can also easily create :doc:`public and private channels `. + +Mentions in the chat and on the chatter +--------------------------------------- + +To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type +`#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending +on their communication settings. + +.. image:: discuss/chat-windows.png + :alt: View of a couple of chat window messages for Odoo Discuss. + +.. tip:: + When a user is mentioned, the search list (list of names) suggests values first based on the + task's followers, and secondly on employees. If the record being searched does not match with + either a follower or employee, the scope of the search becomes all partners. + +User status +----------- + +It is helpful to see what colleagues are up to and how quickly they can respond to messages by +checking their *status*. The status is shown on the left side of a contact's name on the +:guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*. + +- Green = online +- Orange = away +- White = offline +- Airplane = out of the office + +.. image:: discuss/status.png + :height: 300 + :alt: View of the contacts' status for Odoo Discuss. + +.. seealso:: + - :doc:`discuss/team_communication` + - :doc:`/applications/essentials/activities` + .. toctree:: :titlesonly: - discuss/overview - discuss/advanced + discuss/team_communication + discuss/ice_servers diff --git a/content/applications/productivity/discuss/advanced.rst b/content/applications/productivity/discuss/advanced.rst deleted file mode 100644 index ce5f53dea..000000000 --- a/content/applications/productivity/discuss/advanced.rst +++ /dev/null @@ -1,10 +0,0 @@ -:nosearch: - -======== -Advanced -======== - -.. toctree:: - :titlesonly: - - advanced/ice_servers diff --git a/content/applications/productivity/discuss/overview/get_started/channels-direct-messages.png b/content/applications/productivity/discuss/channels-direct-messages.png similarity index 100% rename from content/applications/productivity/discuss/overview/get_started/channels-direct-messages.png rename to content/applications/productivity/discuss/channels-direct-messages.png diff --git a/content/applications/productivity/discuss/overview/get_started/chat-windows.png b/content/applications/productivity/discuss/chat-windows.png similarity index 100% rename from content/applications/productivity/discuss/overview/get_started/chat-windows.png rename to content/applications/productivity/discuss/chat-windows.png diff --git a/content/applications/productivity/discuss/advanced/ice_servers.rst b/content/applications/productivity/discuss/ice_servers.rst similarity index 100% rename from content/applications/productivity/discuss/advanced/ice_servers.rst rename to content/applications/productivity/discuss/ice_servers.rst diff --git a/content/applications/productivity/discuss/advanced/ice_servers/connect-twilio-to-odoo.png b/content/applications/productivity/discuss/ice_servers/connect-twilio-to-odoo.png similarity index 100% rename from content/applications/productivity/discuss/advanced/ice_servers/connect-twilio-to-odoo.png rename to content/applications/productivity/discuss/ice_servers/connect-twilio-to-odoo.png diff --git a/content/applications/productivity/discuss/advanced/ice_servers/custom-ice-servers-list.png b/content/applications/productivity/discuss/ice_servers/custom-ice-servers-list.png similarity index 100% rename from content/applications/productivity/discuss/advanced/ice_servers/custom-ice-servers-list.png rename to content/applications/productivity/discuss/ice_servers/custom-ice-servers-list.png diff --git a/content/applications/productivity/discuss/advanced/ice_servers/ice-servers-page.png b/content/applications/productivity/discuss/ice_servers/ice-servers-page.png similarity index 100% rename from content/applications/productivity/discuss/advanced/ice_servers/ice-servers-page.png rename to content/applications/productivity/discuss/ice_servers/ice-servers-page.png diff --git a/content/applications/productivity/discuss/advanced/ice_servers/twilio-acct-info.png b/content/applications/productivity/discuss/ice_servers/twilio-acct-info.png similarity index 100% rename from content/applications/productivity/discuss/advanced/ice_servers/twilio-acct-info.png rename to content/applications/productivity/discuss/ice_servers/twilio-acct-info.png diff --git a/content/applications/productivity/discuss/advanced/ice_servers/twilio-welcome.png b/content/applications/productivity/discuss/ice_servers/twilio-welcome.png similarity index 100% rename from content/applications/productivity/discuss/advanced/ice_servers/twilio-welcome.png rename to content/applications/productivity/discuss/ice_servers/twilio-welcome.png diff --git a/content/applications/productivity/discuss/overview/get_started/odoobot-push.png b/content/applications/productivity/discuss/odoobot-push.png similarity index 100% rename from content/applications/productivity/discuss/overview/get_started/odoobot-push.png rename to content/applications/productivity/discuss/odoobot-push.png diff --git a/content/applications/productivity/discuss/overview.rst b/content/applications/productivity/discuss/overview.rst deleted file mode 100644 index 0672200a8..000000000 --- a/content/applications/productivity/discuss/overview.rst +++ /dev/null @@ -1,12 +0,0 @@ -:nosearch: - -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/get_started - overview/team_communication - overview/plan_activities diff --git a/content/applications/productivity/discuss/overview/get_started.rst b/content/applications/productivity/discuss/overview/get_started.rst deleted file mode 100644 index e080ea40a..000000000 --- a/content/applications/productivity/discuss/overview/get_started.rst +++ /dev/null @@ -1,107 +0,0 @@ -======================== -Get started with Discuss -======================== - -Odoo *Discuss* is an internal communication app that allows users to connect through messages, -notes, and file sharing, either through a persistent chat window that works across applications, or -through the dedicated *Discuss* dashboard. - -.. _discuss_app/notification_preferences: - -Choose notifications preference -=============================== - -Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app ---> Users --> User --> Preferences tab`. - -.. image:: get_started/preferences-user.png - :align: center - :alt: View of the Preferences tab for Odoo Discuss. - -By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this -setting enabled, a notification email will be sent by Odoo every time a message is sent from the -chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record -that the user follows. Something that triggers a notification is changing of the stage (if an email\ -is configured to be sent, for example if the task is set to :guilabel:`Done`). - -By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's -*inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking -:guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional -actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the -message by selecting :guilabel:`Pin` or even mark the message as unread by selecting -:guilabel:`Marked as unread`. - -.. image:: get_started/reactions-discuss.png - :align: center - :alt: View of an inbox message and its action options in Odoo Discuss. - -Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page, -while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`. - -.. image:: get_started/starred-messages.png - :align: center - :alt: View of messages marked as todo in Odoo Discuss. - -Start chatting -============== - -The first time a user logs in to their account, OdooBot sends a message asking for permission to -send desktop notifications for chats. If accepted, the user will receive push notifications on their -desktop for the messages they receive, regardless of where the user is in Odoo. - -.. image:: get_started/odoobot-push.png - :align: center - :alt: View of the messages under the messaging menu emphasizing the request for push - notifications for Odoo Discuss. - -.. tip:: - To stop receiving desktop notifications, reset the notifications settings of the browser. - -To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon -next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard. - -.. image:: get_started/channels-direct-messages.png - :align: center - :height: 400 - :alt: View of Discuss's panel emphasizing the titles channels and direct messages in Odoo - Discuss. - -A company can also easily create :doc:`public and private channels -`. - -Mentions in the chat and on the chatter ---------------------------------------- - -To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type -`#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending -on their communication settings. - -.. image:: get_started/chat-windows.png - :align: center - :alt: View of a couple of chat window messages for Odoo Discuss. - -.. tip:: - When a user is mentioned, the search list (list of names) suggests values first based on the - task's followers, and secondly on employees. If the record being searched does not match with - either a follower or employee, the scope of the search becomes all partners. - -User status ------------ - -It is helpful to see what colleagues are up to and how quickly they can respond to messages by -checking their *status*. The status is shown on the left side of a contact's name on the -:guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*. - -- Green = online -- Orange = away -- White = offline -- Airplane = out of the office - -.. image:: get_started/status.png - :align: center - :height: 300 - :alt: View of the contacts' status for Odoo Discuss. - -.. seealso:: - - :doc:`/applications/productivity/discuss/overview/team_communication` - - :doc:`/applications/productivity/discuss/overview/plan_activities` diff --git a/content/applications/productivity/discuss/overview/get_started/preferences-user.png b/content/applications/productivity/discuss/preferences-user.png similarity index 100% rename from content/applications/productivity/discuss/overview/get_started/preferences-user.png rename to content/applications/productivity/discuss/preferences-user.png diff --git a/content/applications/productivity/discuss/overview/get_started/reactions-discuss.png b/content/applications/productivity/discuss/reactions-discuss.png similarity index 100% rename from content/applications/productivity/discuss/overview/get_started/reactions-discuss.png rename to content/applications/productivity/discuss/reactions-discuss.png diff --git a/content/applications/productivity/discuss/overview/get_started/starred-messages.png b/content/applications/productivity/discuss/starred-messages.png similarity index 100% rename from content/applications/productivity/discuss/overview/get_started/starred-messages.png rename to content/applications/productivity/discuss/starred-messages.png diff --git a/content/applications/productivity/discuss/overview/get_started/status.png b/content/applications/productivity/discuss/status.png similarity index 100% rename from content/applications/productivity/discuss/overview/get_started/status.png rename to content/applications/productivity/discuss/status.png diff --git a/content/applications/productivity/discuss/overview/team_communication.rst b/content/applications/productivity/discuss/team_communication.rst similarity index 98% rename from content/applications/productivity/discuss/overview/team_communication.rst rename to content/applications/productivity/discuss/team_communication.rst index 568bd733b..e4c689307 100644 --- a/content/applications/productivity/discuss/overview/team_communication.rst +++ b/content/applications/productivity/discuss/team_communication.rst @@ -95,5 +95,5 @@ drop-down menu. :alt: View of a channel being searched through filters in Odoo Discuss .. seealso:: - - :doc:`get_started` - - :doc:`plan_activities` + - :doc:`../discuss` + - :doc:`/applications/essentials/activities` diff --git a/content/applications/productivity/discuss/overview/team_communication/channel-settings.png b/content/applications/productivity/discuss/team_communication/channel-settings.png similarity index 100% rename from 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content/applications/productivity/voip/onsip/onsip-creds.png diff --git a/content/applications/general/voip/onsip/onsip04.png b/content/applications/productivity/voip/onsip/onsip04.png similarity index 100% rename from content/applications/general/voip/onsip/onsip04.png rename to content/applications/productivity/voip/onsip/onsip04.png diff --git a/content/applications/general/voip/onsip/onsip05.png b/content/applications/productivity/voip/onsip/onsip05.png similarity index 100% rename from content/applications/general/voip/onsip/onsip05.png rename to content/applications/productivity/voip/onsip/onsip05.png diff --git a/content/applications/general/voip/transfer_forward.rst b/content/applications/productivity/voip/transfer_forward.rst similarity index 98% rename from content/applications/general/voip/transfer_forward.rst rename to content/applications/productivity/voip/transfer_forward.rst index e28970577..6631d3a6b 100644 --- a/content/applications/general/voip/transfer_forward.rst +++ b/content/applications/productivity/voip/transfer_forward.rst @@ -127,7 +127,7 @@ the call to that phone number. :menuselection:`Settings App --> Manage Users --> Select the user --> Preferences --> VOIP --> VoIP username / Extension number`. - For more information on access rights, visit: :doc:`../users/access_rights`. + For more information on access rights, visit: :doc:`/applications/general/users/access_rights`. .. image:: transfer_forward/transfer.png :align: center diff --git a/content/applications/general/voip/transfer_forward/add-call-queue.png b/content/applications/productivity/voip/transfer_forward/add-call-queue.png similarity index 100% rename from content/applications/general/voip/transfer_forward/add-call-queue.png rename to content/applications/productivity/voip/transfer_forward/add-call-queue.png diff --git a/content/applications/general/voip/transfer_forward/incoming-call.png b/content/applications/productivity/voip/transfer_forward/incoming-call.png similarity index 100% rename from content/applications/general/voip/transfer_forward/incoming-call.png rename to content/applications/productivity/voip/transfer_forward/incoming-call.png diff --git a/content/applications/general/voip/transfer_forward/manual-call.png b/content/applications/productivity/voip/transfer_forward/manual-call.png similarity index 100% rename from content/applications/general/voip/transfer_forward/manual-call.png rename to content/applications/productivity/voip/transfer_forward/manual-call.png diff --git a/content/applications/general/voip/transfer_forward/next-activities.png b/content/applications/productivity/voip/transfer_forward/next-activities.png similarity index 100% rename from content/applications/general/voip/transfer_forward/next-activities.png rename to content/applications/productivity/voip/transfer_forward/next-activities.png diff --git a/content/applications/general/voip/transfer_forward/transfer.png b/content/applications/productivity/voip/transfer_forward/transfer.png similarity index 100% rename from content/applications/general/voip/transfer_forward/transfer.png rename to content/applications/productivity/voip/transfer_forward/transfer.png diff --git a/content/applications/general/voip/transfer_forward/widget-operation.png b/content/applications/productivity/voip/transfer_forward/widget-operation.png similarity index 100% rename from content/applications/general/voip/transfer_forward/widget-operation.png rename to content/applications/productivity/voip/transfer_forward/widget-operation.png diff --git a/content/applications/general/voip/voip_widget.rst b/content/applications/productivity/voip/voip_widget.rst similarity index 100% rename from content/applications/general/voip/voip_widget.rst rename to content/applications/productivity/voip/voip_widget.rst diff --git a/content/applications/general/voip/voip_widget/activity-widget.png b/content/applications/productivity/voip/voip_widget/activity-widget.png similarity index 100% rename from content/applications/general/voip/voip_widget/activity-widget.png rename to content/applications/productivity/voip/voip_widget/activity-widget.png diff --git a/content/applications/general/voip/voip_widget/call.png b/content/applications/productivity/voip/voip_widget/call.png similarity index 100% rename from content/applications/general/voip/voip_widget/call.png rename to content/applications/productivity/voip/voip_widget/call.png diff --git a/content/applications/general/voip/voip_widget/incorrect-number.png b/content/applications/productivity/voip/voip_widget/incorrect-number.png similarity index 100% rename from content/applications/general/voip/voip_widget/incorrect-number.png rename to content/applications/productivity/voip/voip_widget/incorrect-number.png diff --git a/content/applications/general/voip/voip_widget/missing-parameter.png b/content/applications/productivity/voip/voip_widget/missing-parameter.png similarity index 100% rename from content/applications/general/voip/voip_widget/missing-parameter.png rename to content/applications/productivity/voip/voip_widget/missing-parameter.png diff --git a/content/applications/sales/crm/acquire_leads/lead_mining.rst b/content/applications/sales/crm/acquire_leads/lead_mining.rst index 4ba91d6ad..717542afd 100644 --- a/content/applications/sales/crm/acquire_leads/lead_mining.rst +++ b/content/applications/sales/crm/acquire_leads/lead_mining.rst @@ -89,4 +89,4 @@ In the :guilabel:`In-App Purchases` section, under the :guilabel:`Odoo IAP` feat test any IAP features. .. seealso:: - * :doc:`../../../general/in_app_purchase` + :doc:`/applications/essentials/in_app_purchase` diff --git a/content/applications/sales/crm/pipeline.rst b/content/applications/sales/crm/pipeline.rst index 5ce636a35..18df1d6b6 100644 --- a/content/applications/sales/crm/pipeline.rst +++ b/content/applications/sales/crm/pipeline.rst @@ -7,6 +7,5 @@ Organize the pipeline .. toctree:: :titlesonly: - ../../productivity/discuss/overview/plan_activities pipeline/lost_opportunities pipeline/multi_sales_team diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index 089ffe114..56633f01f 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -11,7 +11,7 @@ your stock, you get real-time statistics, and your data is consolidated across a .. seealso:: - `Odoo Tutorials: Point of Sale Tutorials `_ - - :doc:`IoT Boxes Documentations ` + - :doc:`IoT Boxes Documentations ` .. _pos/session-start: diff --git a/content/applications/sales/point_of_sale/configuration/epos_ssc.rst b/content/applications/sales/point_of_sale/configuration/epos_ssc.rst index fec926c78..b2a2e2198 100644 --- a/content/applications/sales/point_of_sale/configuration/epos_ssc.rst +++ b/content/applications/sales/point_of_sale/configuration/epos_ssc.rst @@ -30,7 +30,7 @@ to the ePOS printer. - TM-P80 (Wi-Fi® model) To work with Odoo, some models that can be used without an -:doc:`IoT box <../../../productivity/iot/config/connect>` may require :doc:`the HTTPS protocol +:doc:`IoT box ` may require :doc:`the HTTPS protocol ` to establish a secure connection between the browser and the printer. However, trying to reach the printer's IP address using HTTPS leads to a warning page on most web browsers. In that case, you can temporarily :ref:`force the connection `, which allows you to diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst index b2c757370..bed0e9896 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst @@ -16,7 +16,8 @@ Connect an IoT Box Connecting an Ingenico Payment Terminal to Odoo is a feature that requires an IoT Box. For more information on how to connect an IoT Box -to your database, please refer to the :doc:`IoT documentation `. +to your database, please refer to the :doc:`IoT documentation +`. Configure the Lane/5000 for Ingenico BENELUX -------------------------------------------- diff --git a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst index 829430b61..dae3b6d85 100644 --- a/content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst +++ b/content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst @@ -16,7 +16,7 @@ Connect an IoT Box Connecting a Worldline Payment Terminal to Odoo is a feature that requires an IoT Box. For more information on how to connect one to your database, please refer to the -:doc:`IoT documentation `. +:doc:`IoT documentation `. Configure the protocol ---------------------- diff --git a/content/applications/sales/rental.rst b/content/applications/sales/rental.rst index ce60f2e7e..2b8e7aa27 100644 --- a/content/applications/sales/rental.rst +++ b/content/applications/sales/rental.rst @@ -73,8 +73,8 @@ original condition. To do so, go to :menuselection:`Rental --> Configuration --> :alt: Digital Documents settings in Odoo Rental .. note:: - This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, Odoo installs it after - activating *Digital Documents*. + This feature requires the :doc:`Sign <../productivity/sign>` app. If necessary, Odoo installs it + after activating *Digital Documents*. Once the app settings are saved, you have the option to change the default *Rental Agreement* from the dropdown menu. You can pick any document already uploaded to the *Sign* app, or upload a new one diff --git a/content/applications/sales/sales/amazon_connector/update.rst b/content/applications/sales/sales/amazon_connector/update.rst index 254a297b6..9e65cdcbe 100644 --- a/content/applications/sales/sales/amazon_connector/update.rst +++ b/content/applications/sales/sales/amazon_connector/update.rst @@ -23,8 +23,7 @@ If you use Odoo on Odoo.com or Odoo.sh platform, your code is already up-to-date you can proceed to the next step. If you use Odoo with an on-premise setup or through a partner, then you must update -your installation as detailed in -:doc:`this documentation page ` +your installation as detailed in :doc:`this documentation page ` or by contacting your integrating partner. Update the list of available modules diff --git a/content/applications/sales/sales/ebay_connector/manage.rst b/content/applications/sales/sales/ebay_connector/manage.rst index f3e5509bb..43284bea8 100644 --- a/content/applications/sales/sales/ebay_connector/manage.rst +++ b/content/applications/sales/sales/ebay_connector/manage.rst @@ -60,7 +60,7 @@ template. .. seealso:: For more information on template configuration in Odoo visit: - :doc:`../../../general/email_communication/email_template`. + :doc:`../../../general/companies/email_template`. Listing with variations ======================= diff --git a/content/applications/sales/sales/ebay_connector/troubleshooting.rst b/content/applications/sales/sales/ebay_connector/troubleshooting.rst index 41469e672..c6f16eecf 100644 --- a/content/applications/sales/sales/ebay_connector/troubleshooting.rst +++ b/content/applications/sales/sales/ebay_connector/troubleshooting.rst @@ -42,7 +42,7 @@ administrator must make sure that the Odoo source code is up-to-date. proceed to the next step. - If the company uses Odoo with an on-premise setup or through a partner, then the administrator must update the installation as detailed in :doc:`this documentation page - ` or by contacting an integrating partner. + ` or by contacting an integrating partner. Update the list of available modules ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ diff --git a/content/applications/productivity/studio.rst b/content/applications/studio.rst similarity index 100% rename from content/applications/productivity/studio.rst rename to content/applications/studio.rst diff --git a/content/applications/productivity/studio/automated_actions.rst b/content/applications/studio/automated_actions.rst similarity index 100% rename from content/applications/productivity/studio/automated_actions.rst rename to content/applications/studio/automated_actions.rst diff --git a/content/applications/productivity/studio/automated_actions/automated-action-example.png b/content/applications/studio/automated_actions/automated-action-example.png similarity index 100% rename from content/applications/productivity/studio/automated_actions/automated-action-example.png rename to content/applications/studio/automated_actions/automated-action-example.png diff --git 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content/applications/productivity/studio/models_modules_apps/contact.png rename to content/applications/studio/models_modules_apps/contact.png diff --git a/content/applications/productivity/studio/models_modules_apps/picture-pipeline-kanban.png b/content/applications/studio/models_modules_apps/picture-pipeline-kanban.png similarity index 100% rename from content/applications/productivity/studio/models_modules_apps/picture-pipeline-kanban.png rename to content/applications/studio/models_modules_apps/picture-pipeline-kanban.png diff --git a/content/applications/productivity/studio/models_modules_apps/user-assignment.png b/content/applications/studio/models_modules_apps/user-assignment.png similarity index 100% rename from content/applications/productivity/studio/models_modules_apps/user-assignment.png rename to content/applications/studio/models_modules_apps/user-assignment.png diff --git a/content/applications/productivity/studio/pdf_reports.rst b/content/applications/studio/pdf_reports.rst similarity index 98% rename from content/applications/productivity/studio/pdf_reports.rst rename to content/applications/studio/pdf_reports.rst index b30300649..e8b564dc1 100644 --- a/content/applications/productivity/studio/pdf_reports.rst +++ b/content/applications/studio/pdf_reports.rst @@ -300,7 +300,7 @@ Several configuration options are available under the :guilabel:`Report` tab. record. - :guilabel:`Limit visibility to groups`: limit the availability of the PDF report to specific - :doc:`user groups <../../general/users/access_rights>`. + :doc:`user groups `. Options tab =========== @@ -323,8 +323,8 @@ Below are presented some of the most common options: - :guilabel:`Visible if`: set under which condition(s) the element should be displayed. -- :guilabel:`Visible for`: set for which :doc:`users groups <../../general/users/access_rights>` - the element should be displayed. +- :guilabel:`Visible for`: set for which :doc:`users groups + ` the element should be displayed. - :guilabel:`Remove from View`: remove the element from the report's view. diff --git a/content/applications/productivity/studio/pdf_reports/address-block.png b/content/applications/studio/pdf_reports/address-block.png similarity index 100% rename from content/applications/productivity/studio/pdf_reports/address-block.png rename to content/applications/studio/pdf_reports/address-block.png diff --git a/content/applications/productivity/studio/pdf_reports/bold.png b/content/applications/studio/pdf_reports/bold.png similarity index 100% rename from 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content/applications/studio/views/pivot-purchase-report.png diff --git a/content/applications/productivity/studio/views/search-project-kanban.png b/content/applications/studio/views/search-project-kanban.png similarity index 100% rename from content/applications/productivity/studio/views/search-project-kanban.png rename to content/applications/studio/views/search-project-kanban.png diff --git a/content/applications/websites/website/configuration.rst b/content/applications/websites/website/configuration.rst index fed9d01f6..ba2d1e93a 100644 --- a/content/applications/websites/website/configuration.rst +++ b/content/applications/websites/website/configuration.rst @@ -7,7 +7,8 @@ Configuration .. toctree:: :titlesonly: + configuration/domain_names configuration/translate configuration/multi_website - configuration/unsplash configuration/recaptcha + configuration/cdn diff --git a/content/administration/install/cdn.rst b/content/applications/websites/website/configuration/cdn.rst similarity index 98% rename from content/administration/install/cdn.rst rename to content/applications/websites/website/configuration/cdn.rst index 75129bc07..866ec5aea 100644 --- a/content/administration/install/cdn.rst +++ b/content/applications/websites/website/configuration/cdn.rst @@ -57,7 +57,7 @@ Configure the Odoo instance with the new zone In the Odoo :guilabel:`Website` app, go to the :menuselection:`Settings` and then activate the :guilabel:`Content Delivery Network (CDN)` setting and copy/paste the :guilabel:`Zone URL` value from the earlier step into the :guilabel:`CDN Base URL` field. This field is only visible and -configurable when :doc:`Developer Mode <../../applications/general/developer_mode>` is activated. +configurable when the :ref:`developer mode ` is activated. .. note:: Ensure that there are two *forward slashes* (`//`) before the :guilabel:`CDN Base URL` and one diff --git a/content/administration/install/cdn/cdn-base-url.png b/content/applications/websites/website/configuration/cdn/cdn-base-url.png similarity index 100% rename from content/administration/install/cdn/cdn-base-url.png rename to content/applications/websites/website/configuration/cdn/cdn-base-url.png diff --git a/content/administration/install/cdn/keycdn-zone.png b/content/applications/websites/website/configuration/cdn/keycdn-zone.png similarity index 100% rename from content/administration/install/cdn/keycdn-zone.png rename to content/applications/websites/website/configuration/cdn/keycdn-zone.png diff --git a/content/administration/install/cdn/odoo-security-message.png b/content/applications/websites/website/configuration/cdn/odoo-security-message.png similarity index 100% rename from content/administration/install/cdn/odoo-security-message.png rename to content/applications/websites/website/configuration/cdn/odoo-security-message.png diff --git a/content/administration/install/cdn/test-pull.png b/content/applications/websites/website/configuration/cdn/test-pull.png similarity index 100% rename from content/administration/install/cdn/test-pull.png rename to content/applications/websites/website/configuration/cdn/test-pull.png diff --git a/content/administration/install/cdn/zone-url.png b/content/applications/websites/website/configuration/cdn/zone-url.png similarity index 100% rename from content/administration/install/cdn/zone-url.png rename to content/applications/websites/website/configuration/cdn/zone-url.png diff --git a/content/administration/maintain/domain_names.rst b/content/applications/websites/website/configuration/domain_names.rst similarity index 100% rename from content/administration/maintain/domain_names.rst rename to content/applications/websites/website/configuration/domain_names.rst diff --git a/content/administration/maintain/domain_names/dns.png b/content/applications/websites/website/configuration/domain_names/dns.png similarity index 100% rename from content/administration/maintain/domain_names/dns.png rename to content/applications/websites/website/configuration/domain_names/dns.png diff --git a/content/administration/maintain/domain_names/domain-names.png b/content/applications/websites/website/configuration/domain_names/domain-names.png similarity index 100% rename from content/administration/maintain/domain_names/domain-names.png rename to content/applications/websites/website/configuration/domain_names/domain-names.png diff --git a/content/administration/maintain/domain_names/domain-owner.png b/content/applications/websites/website/configuration/domain_names/domain-owner.png similarity index 100% rename from content/administration/maintain/domain_names/domain-owner.png rename to content/applications/websites/website/configuration/domain_names/domain-owner.png diff --git a/content/administration/maintain/domain_names/domain-search.png b/content/applications/websites/website/configuration/domain_names/domain-search.png similarity index 100% rename from content/administration/maintain/domain_names/domain-search.png rename to content/applications/websites/website/configuration/domain_names/domain-search.png diff --git a/content/administration/maintain/domain_names/map-database-online.png b/content/applications/websites/website/configuration/domain_names/map-database-online.png similarity index 100% rename from content/administration/maintain/domain_names/map-database-online.png rename to content/applications/websites/website/configuration/domain_names/map-database-online.png diff --git a/content/administration/maintain/domain_names/map-database-sh.png b/content/applications/websites/website/configuration/domain_names/map-database-sh.png similarity index 100% rename from content/administration/maintain/domain_names/map-database-sh.png rename to content/applications/websites/website/configuration/domain_names/map-database-sh.png diff --git a/content/applications/websites/website/configuration/multi_website.rst b/content/applications/websites/website/configuration/multi_website.rst index 06e313815..a137fe7ee 100644 --- a/content/applications/websites/website/configuration/multi_website.rst +++ b/content/applications/websites/website/configuration/multi_website.rst @@ -121,10 +121,10 @@ be redirected to the right website using GeoIP. .. note:: Geo IP is installed by default in Odoo Online. If you run Odoo on-premise, don’t forget to install *GeoIP* library. - See :doc:`/administration/install/geo_ip` + See :doc:`/administration/on_premise/geo_ip` .. seealso:: - - :doc:`/administration/maintain/domain_names` + - :doc:`domain_names` If you setup an extra website and specify the domain name you will have to do three things to get this feature to work: diff --git a/content/contributing.rst b/content/contributing.rst index f58a84e91..3f9533401 100644 --- a/content/contributing.rst +++ b/content/contributing.rst @@ -31,10 +31,10 @@ lists the most important of them. - Anyone interested in Odoo * - Submit bug reports - Help improve the stability of Odoo by reporting the bugs that you discover in :doc:`supported - versions ` directly to Odoo support. Make sure - to include as many details (version, environment, test scenario...) as possible. If you don't - have the Odoo Enterprise license required for contacting the support, open a new issue on the - GitHub repository of Odoo. + versions ` directly to Odoo support. Make sure to include + as many details (version, environment, test scenario...) as possible. If you don't have the + Odoo Enterprise license required for contacting the support, open a new issue on the GitHub + repository of Odoo. - * `Odoo support `_ * `Issue tracker on GitHub `_ - Users of Odoo diff --git a/content/contributing/development.rst b/content/contributing/development.rst index 51a651372..fe7d828e7 100644 --- a/content/contributing/development.rst +++ b/content/contributing/development.rst @@ -37,8 +37,8 @@ and then push them to GitHub. Skip this section and go to affecting the main codebase. Skip this step if you work at Odoo. #. .. include:: install_git.rst #. .. include:: configure_git_authorship.rst -#. :doc:`Install Odoo from the sources <../administration/install/source>`. Make sure to fetch the - sources through Git with SSH. +#. :doc:`Install Odoo from the sources <../administration/on_premise/source>`. Make sure to fetch + the sources through Git with SSH. #. Configure Git to push changes to your fork(s) rather than to the main codebase. If you work at Odoo, configure Git to push changes to the shared forks created on the account **odoo-dev**. @@ -93,9 +93,9 @@ Now that your environment is set up, you can start contributing to the codebase. navigate to the directory where you installed Odoo from sources and follow the guide below. #. Choose the version of Odoo to which you want to make changes. Keep in mind that contributions - targeting an :doc:`unsupported version of Odoo ` are - not accepted. This guide assumes that the changes target Odoo {CURRENT_VERSION}, which - corresponds to branch `{CURRENT_BRANCH}`. + targeting an :doc:`unsupported version of Odoo ` are not + accepted. This guide assumes that the changes target Odoo {CURRENT_VERSION}, which corresponds to + branch `{CURRENT_BRANCH}`. #. Create a new branch starting from branch {CURRENT_BRANCH}. Prefix the branch name with the base branch: `{CURRENT_BRANCH}-...`. If you work at Odoo, suffix the branch name with your Odoo handle: `{CURRENT_BRANCH}-...-xyz`. diff --git a/content/contributing/documentation.rst b/content/contributing/documentation.rst index b605d2a52..86978fd77 100644 --- a/content/contributing/documentation.rst +++ b/content/contributing/documentation.rst @@ -210,8 +210,8 @@ Make your first contribution #. Choose the version of the documentation to which you want to make changes. Keep in mind that contributions targeting an :doc:`unsupported version of Odoo - ` are not accepted. This guide assumes that - the changes target the documentation of Odoo {CURRENT_VERSION}, which corresponds to branch + ` are not accepted. This guide assumes that the changes + target the documentation of Odoo {CURRENT_VERSION}, which corresponds to branch `{CURRENT_BRANCH}`. #. Create a new branch starting from branch {CURRENT_BRANCH}. Prefix the branch name with the base branch: `{CURRENT_BRANCH}-...`. If you work at Odoo, suffix the branch name with your diff --git a/content/developer/howtos/website_themes/setup.rst b/content/developer/howtos/website_themes/setup.rst index 97e1ab331..751db46fe 100644 --- a/content/developer/howtos/website_themes/setup.rst +++ b/content/developer/howtos/website_themes/setup.rst @@ -12,9 +12,9 @@ In this chapter, you will learn: Install ======= -There are multiple ways to :doc:`install Odoo <../../../administration/install>`, depending on the +There are multiple ways to :doc:`install Odoo `, depending on the intended use case. This documentation assumes you use the :doc:`source install -<../../../administration/install/source>` (running Odoo from the source code), which is best suited +` (running Odoo from the source code), which is best suited for Odoo designers and developers. Databases @@ -44,7 +44,7 @@ Fields In a model, we will centralize fields (field names we need to target in our code). .. seealso:: - :doc:`/applications/productivity/studio/fields` + :doc:`/applications/studio/fields` Classic fields ************** diff --git a/content/developer/reference/cli.rst b/content/developer/reference/cli.rst index 6b8524f85..03c075fee 100644 --- a/content/developer/reference/cli.rst +++ b/content/developer/reference/cli.rst @@ -12,9 +12,9 @@ environment `, :ref:`scaffold an Odoo module ` with - the :file:`odoo-bin` file. If you installed Odoo :doc:`from a distribution package - <../../administration/install/packages>` or with `Docker `_, you + assume that you are :doc:`running Odoo from source ` with the + :file:`odoo-bin` file. If you installed Odoo :doc:`from a distribution package + ` or with `Docker `_, you must adapt the command. .. tabs:: diff --git a/content/developer/tutorials/backend.rst b/content/developer/tutorials/backend.rst index f25d0e8ce..6d359d820 100644 --- a/content/developer/tutorials/backend.rst +++ b/content/developer/tutorials/backend.rst @@ -11,7 +11,7 @@ Building a Module This tutorial is outdated. We recommend reading :doc:`getting_started` instead. .. warning:: - This tutorial requires :doc:`having installed Odoo <../../administration/install>` + This tutorial requires :doc:`having installed Odoo ` Start/Stop the Odoo server ========================== diff --git a/content/developer/tutorials/web.rst b/content/developer/tutorials/web.rst index 4e61bc05f..1739f3b43 100644 --- a/content/developer/tutorials/web.rst +++ b/content/developer/tutorials/web.rst @@ -24,7 +24,7 @@ or extend existing business systems of Odoo, see :doc:`backend`. * jQuery_ * `Underscore.js`_ - It also requires :doc:`an installed Odoo <../../administration/install>`, and Git_. + It also requires :doc:`an installed Odoo `, and Git_. A Simple Module =============== diff --git a/content/developer/tutorials/website.rst b/content/developer/tutorials/website.rst index b9825e8cc..b0e779055 100644 --- a/content/developer/tutorials/website.rst +++ b/content/developer/tutorials/website.rst @@ -11,7 +11,7 @@ Building a Website * This guide assumes `basic knowledge of Python `_ - * This guide assumes :doc:`an installed Odoo <../../administration/install>` + * This guide assumes :doc:`an installed Odoo ` Creating a basic module ======================= diff --git a/redirects/15.0.txt b/redirects/15.0.txt index 09dc732f2..f78b1e77a 100644 --- a/redirects/15.0.txt +++ b/redirects/15.0.txt @@ -1,3 +1,24 @@ +# administration + +administration/install.rst administration/on_premise.rst # install -> on_premise +administration/install/deploy.rst administration/on_premise/deploy.rst # install/* -> on_premise/* +administration/install/email_gateway.rst administration/on_premise/email_gateway.rst # install/* -> on_premise/* +administration/install/online.rst administration/odoo_online.rst # install/online -> odoo_online (merged with odoo_online) +administration/install/geo_ip.rst administration/on_premise/geo_ip.rst # install/* -> on_premise/* +administration/install/packages.rst administration/on_premise/packages.rst # install/* -> on_premise/* +administration/install/source.rst administration/on_premise/source.rst # install/* -> on_premise/* +administration/install/cdn.rst applications/websites/website/configuration/cdn.rst # administration/install/* -> applicastions/websites/website/configuration/* +administration/maintain/azure_oauth.rst applications/general/email_communication/azure_oauth.rst # administration/maintain/* -> applications/general/email_communication/* +administration/maintain/domain_names.rst applications/websites/website/configuration/domain_names.rst # administration/maintain/* -> applicastions/websites/website/configuration/* +administration/maintain/enterprise.rst administration/on_premise/community_to_enterprise.rst # maintain/enterprise -> on_premise/community_to_enterprise +administration/maintain/google_oauth.rst applications/general/email_communication/google_oauth.rst # administration/maintain/* -> applications/general/email_communication/* +administration/maintain/hosting_changes.rst administration/hosting.rst # maintain/hosting_changes -> maintain/hosting +administration/maintain/mailjet_api.rst applications/general/email_communication/mailjet_api.rst # administration/maintain/* -> applications/general/email_communication/* +administration/maintain/odoo_online.rst administration/odoo_online.rst # maintain/* -> * +administration/maintain/on_premise.rst administration/install.rst # maintain/on_premise -> install +administration/maintain/supported_versions.rst administration/maintain/supported_versions.rst # maintain/* -> * +administration/maintain/update.rst administration/on_premise/update.rst # maintain/* -> on_premise/* + # applications/finance applications/finance/accounting/bank/interbank.rst applications/finance/accounting/payments/internal_transfers.rst # bank/interbank -> payments/internal_transfers @@ -65,15 +86,29 @@ applications/finance/accounting/taxation/taxes/taxcloud.rst applications/finance applications/finance/accounting/taxation/taxes/taxes.rst applications/finance/accounting/taxes.rst # taxation/taxes/* -> taxes/* applications/finance/accounting/taxation/taxes/vat_validation.rst applications/finance/accounting/taxes/vat_verification.rst # taxation/taxes/vat_validation -> taxes/vat_verification applications/finance/accounting/taxes/vat_validation.rst applications/finance/accounting/taxes/vat_verification.rst # vat_validation -> vat_verification +applications/finance/documents.rst applications/productivity/documents.rst # finance/* -> productivity/* +applications/finance/sign.rst applications/productivity/sign.rst # finance/* -> productivity/* # applications/general +applications/general/auth/2fa.rst applications/general/users/2fa.rst # auth/* -> users/* +applications/general/auth/azure.rst applications/general/users/azure.rst # auth/* -> users/* +applications/general/auth/google.rst applications/general/users/google.rst # auth/* -> users/* +applications/general/auth/ldap.rst applications/general/users/ldap.rst # auth/* -> users/* +applications/general/digest_emails.rst applications/general/companies/digest_emails.rst # * -> companies/* +applications/general/email_communication/email_template.rst applications/general/companies/email_template.rst # email_communication/* -> companies/* +applications/general/export_import_data.rst applications/essentials/export_import_data.rst # general/* -> essentials/* +applications/general/geolocation.rst applications/general/integrations/geolocation.rst # * -> integrations/* +applications/general/in_app_purchase.rst applications/essentials/in_app_purchase.rst # general/* -> essentials/* applications/general/payment_acquirers/adyen.rst applications/finance/payment_acquirers/adyen.rst applications/general/payment_acquirers/alipay.rst applications/finance/payment_acquirers/alipay.rst applications/general/payment_acquirers/buckaroo.rst applications/finance/payment_acquirers/buckaroo.rst applications/general/payment_acquirers/mollie.rst applications/finance/payment_acquirers/mollie.rst applications/general/payment_acquirers/ogone.rst applications/finance/payment_acquirers/ogone.rst applications/general/payment_acquirers/sips.rst applications/finance/payment_acquirers/sips.rst +applications/general/users/companies.rst applications/general/companies.rst # users/* -> * +applications/general/users/manage_users.rst applications/general/users.rst # users/manage_users -> users +applications/general/users/odoo_account.rst administration/odoo_accounts.rst applications/general/product_images.rst applications/sales/sales/products_prices/products/product_images.rst # fix a wrong target hard-coded in Odoo @@ -90,16 +125,49 @@ applications/sales/point_of_sale/shop/reprint.rst applications/sales/point_of_sa # applications/productivity -applications/productivity/studio/concepts/understanding_automated_actions.rst applications/productivity/studio/automated_actions.rst -applications/productivity/studio/concepts/understanding_general.rst applications/productivity/studio.rst -applications/productivity/studio/how_to/export_import.rst applications/productivity/studio/models_modules_apps.rst -applications/productivity/studio/use_cases/automated_actions.rst applications/productivity/studio/automated_actions.rst -applications/productivity/studio/use_cases/models_fields.rst applications/productivity/studio/fields.rst -applications/productivity/studio/use_cases/views.rst applications/productivity/studio/views.rst +applications/productivity/discuss/advanced/ice_servers.rst applications/productivity/discuss/ice_servers.rst # discuss/advanced/* -> discuss/* +applications/productivity/discuss/overview/get_started.rst applications/productivity/discuss.rst # discuss/overview/get_started -> discuss +applications/productivity/discuss/overview/plan_activities.rst applications/essentials/activities.rst # productivity/discuss/overview/plan_activities -> essentials/activities +applications/productivity/discuss/overview/team_communication.rst applications/productivity/discuss/team_communication.rst # discuss/overview/* -> discuss/* +applications/productivity/iot.rst applications/general/iot.rst # productivity/* -> general/* +applications/productivity/iot/config.rst applications/general/iot/config.rst # productivity/* -> general/* +applications/productivity/iot/config/connect.rst applications/general/iot/config/connect.rst # productivity/* -> general/* +applications/productivity/iot/config/flash_sdcard.rst applications/general/iot/config/flash_sdcard.rst # productivity/* -> general/* +applications/productivity/iot/config/https_certificate_iot.rst applications/general/iot/config/https_certificate_iot.rst # productivity/* -> general/* +applications/productivity/iot/config/pos.rst applications/general/iot/config/pos.rst # productivity/* -> general/* +applications/productivity/iot/config/troubleshooting.rst applications/general/iot/config/troubleshooting.rst # productivity/* -> general/* +applications/productivity/iot/devices.rst applications/general/iot/devices.rst # productivity/* -> general/* +applications/productivity/iot/devices/camera.rst applications/general/iot/devices/camera.rst # productivity/* -> general/* +applications/productivity/iot/devices/footswitch.rst applications/general/iot/devices/footswitch.rst # productivity/* -> general/* +applications/productivity/iot/devices/measurement_tool.rst applications/general/iot/devices/measurement_tool.rst # productivity/* -> general/* +applications/productivity/iot/devices/printer.rst applications/general/iot/devices/printer.rst # productivity/* -> general/* +applications/productivity/iot/devices/scale.rst applications/general/iot/devices/scale.rst # productivity/* -> general/* +applications/productivity/iot/devices/screen.rst applications/general/iot/devices/screen.rst # productivity/* -> general/* +applications/productivity/mail_plugins.rst applications/general/integrations/mail_plugins.rst # productivity/* -> general/integrations/* +applications/productivity/mail_plugins/gmail.rst applications/general/integrations/mail_plugins/gmail.rst # productivity/* -> general/integrations/* +applications/productivity/mail_plugins/outlook.rst applications/general/integrations/mail_plugins/outlook.rst # productivity/* -> general/integrations/* +applications/productivity/studio/concepts/understanding_automated_actions.rst applications/studio/automated_actions.rst # productivity/* -> * +applications/productivity/studio/concepts/understanding_general.rst applications/studio.rst # productivity/* -> * +applications/productivity/studio/how_to/export_import.rst applications/studio/models_modules_apps.rst # productivity/* -> * +applications/productivity/studio/use_cases/automated_actions.rst applications/studio/automated_actions.rst # productivity/* -> * +applications/productivity/studio/use_cases/models_fields.rst applications/studio/fields.rst # productivity/* -> * +applications/productivity/studio/use_cases/views.rst applications/studio/views.rst # productivity/* -> * +applications/productivity/studio.rst applications/studio.rst # productivity/* -> * +applications/productivity/studio/automated_actions.rst applications/studio/automated_actions.rst # productivity/* -> * +applications/productivity/studio/fields.rst applications/studio/fields.rst # productivity/* -> * +applications/productivity/studio/models_modules_apps.rst applications/studio/models_modules_apps.rst # productivity/* -> * +applications/productivity/studio/pdf_reports.rst applications/studio/pdf_reports.rst # productivity/* -> * +applications/productivity/studio/views.rst applications/studio/views.rst # productivity/* -> * +applications/general/voip.rst applications/productivity/voip.rst # general/* -> productivity/* +applications/general/voip/axivox.rst applications/productivity/voip/axivox.rst # general/* -> productivity/* +applications/general/voip/devices_integrations.rst applications/productivity/voip/devices_integrations.rst # general/* -> productivity/* +applications/general/voip/onsip.rst applications/productivity/voip/onsip.rst # general/* -> productivity/* +applications/general/voip/transfer_forward.rst applications/productivity/voip/transfer_forward.rst # general/* -> productivity/* +applications/general/voip/voip_widget.rst applications/productivity/voip/voip_widget.rst # general/* -> productivity/* # applications/sales -applications/sales/crm/optimize/outlook_extension.rst applications/productivity/mail_plugins/outlook.rst +applications/sales/crm/optimize/outlook_extension.rst applications/general/integrations/mail_plugins/outlook.rst applications/sales/point_of_sale/overview/customer_note.rst applications/sales/point_of_sale.rst # point_of_sale/overview/customer_note -> point_of_sale applications/sales/point_of_sale/payment/worldline.rst applications/sales/point_of_sale/payment_methods/terminals/worldline.rst # point_of_sale/payment/* -> point_of_sale/payment_methods/terminals/* @@ -110,7 +178,8 @@ applications/services/fsm/default_warehouse.rst applications/services/field_serv # applications/websites applications/websites/website/reporting/google_analytics_dashboard.rst applications/websites/website/reporting/google_analytics.rst -applications/websites/website/configuration/on-premise_geo-ip-installation.rst administration/install/geo_ip.rst +applications/websites/website/configuration/on-premise_geo-ip-installation.rst administration/on_premise/geo_ip.rst +applications/websites/website/configuration/unsplash.rst applications/general/integrations/unsplash.rst # websites/website/configuration/ -> general/integrations/* # developer/howtos