Task: 2543815
Cherry pick from #998
Omitted changes proposed in the **track_leads** directory (e.g. `lead_scoring.rst` + image folder). Both the content and image updates were already pushed from another PR so what was proposed on #998 was outdated and no longer necessary.
What’s left over are the original proposed changes in #998, within the **acquire_leads** directory which include updates to `lead_mining.rst` and corresponding image files.
On top of these proposals, I went ahead and made the following changes:
- renamed the image files in the asset directory, since they were using outdated naming convention (e.g. LM1.png, LM6.png, LM7.png)
- cleaned up rst formatting issues (headings, line breaks, added guilabels, etc.)
- rewrote document so content was more concise + followed content guidelines. You can see the first version of proposals here to compare the changes made.
closesodoo/documentation#2535
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
V14 has a dedicated "Fees" tab for PayPal, current documentation does not reflect that.
closesodoo/documentation#3074
Taskid: 3089273
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Add more details as of how to set Adyen Event URLs.
This is important to configure as it is necessary to
receive a callback from Adyen terminal when a transaction
have been done.
OPW-3041117
OPW-3041117
closesodoo/documentation#3009
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
New page to document cash reconciliation, and fixed other H1 titles that should have
been in small caps. Forward up to V15.
task id: 3000530
closesodoo/documentation#2796
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Add more details as of how to connect a screen to the IoT box
and how it can be used.
OPW-2962462
closesodoo/documentation#2935
X-original-commit: 21edc4fcc7
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Customer may want to use their own SMTP for email marketing, and Odoo default SMTP for everything else. There is no good way to do this. Previously we suggested adding Odoo SMTP as an outgoing email server but we don't want to share credentials anymore.
R&D is working on a solution (e.g. showing the Odoo default email server in the list rather than keeping it as an "hidden feature") but for the time being, if you use an outgoing email server, you give up using the Odoo default SMTP.
closesodoo/documentation#2740
X-original-commit: d1317812e1
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Ambiguous note which implied local payment methods were supported even if not listed.
Forward up to V14, create new for V15.
task id: 2942093
closesodoo/documentation#2640
X-original-commit: 4b9517ead1
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Foreign currency page was V13 only and outdated. Updated for V14.
task - 2904025
closesodoo/documentation#2383
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Even though the documentation was correct, it was confusing the reader
to state that local payment methods are considered enabled if their
related payment icon record does not exist in the database. The intended
meaning was that this statement only holds if the local payment method
is also supported, otherwise it cannot be enabled.
closesodoo/documentation#2587
X-original-commit: 80a9cfb68f
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
In the toctree, "MRP" wasn't capitalized in "Inventory & MRP."
Affects all branches, can be forward ported.
closesodoo/documentation#2561
X-original-commit: 8c665643ce
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Google deprecated both its "Universal Analytics" and "Google Sign-In"
API. See community counterpart commit for a detailed explanation and
links.
closesodoo/documentation#2441
X-original-commit: 2222142127
Related: odoo/odoo#95847
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Romain Derie (rde) <rde@odoo.com>
If committed, this will delete mentions of project tasks in the "Invoice
Time Spent on Tickets (Postpaid Support Services)" v14.0 user doc. It
also deletes unnecessary steps and screenshots about creating and
configuring a new Project and updates the steps and screenshots for the
"Create a sales order" and "Link the Helpdesk ticket to the SO" sections.
Fixes PR #1901
Closes Odoo Task 2870104
closesodoo/documentation#2204
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
task - 2904108 I removed the "website/publish" section from the toctree to add a link to the full website documentation inside off the see also.
closesodoo/documentation#2414
X-original-commit: 7307dac6a6
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Task ID:2893426
Since Six payment terminal won't be usable starting in July 2022, I
added this warning.
closesodoo/documentation#2413
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Both carrier name and tracking reference are now displayed to the
customer, even when using the carrie `Self Delivery`
task-2900803
closesodoo/documentation#2406
X-original-commit: 471d0c2094
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Before this commit, the "Developer/Misc" directory of the doc, and
more particularly the "Developer/Misc/Other" sub-directory, was used as
a garbage dump where we moved all the pages that didn't fit elsewhere.
Due to that, interesting and important pages, such as the Coding
Guidelines, were buried in that directory never to be read again by Odoo
developers.
This commit moves most pages under "Misc" one or two levels up to be
located directly under "Developer" hence making them more accessible. A
new "Contributing/Development" directory is added to host the Coding
Guidelines page and soon many other pages.
task-2897143
closesodoo/documentation#2350
X-original-commit: ad374af15d
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Following a technical task regarding the migration of the Adyen hosted
payment page integration to Adyen PayByLink, some new parameters have
been introduced and some have been removed.
This new addition to the documentation will help users configure their
acquirer.
task-2802921
closesodoo/documentation#2306
X-original-commit: 0db39e3564
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
V13 and V14 do not allow customers with no account on Odoo.com portal to pay through payment acquirers with payment flow "Payment from Odoo"
task - 2711962
closesodoo/documentation#2290
X-original-commit: 103c17f235
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Deleting the Odoo Tutorials Invoices link since the course has been merged, and the link isn't necessary anymore.
closesodoo/documentation#2244
Forward-port-of: odoo/documentation#2243
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Because of a recent Chrome security update, a lot of customers using peripheral devices (printers, ...) will have to follow this doc.
Therefore, I followed the doc and did the flow on my side.
I modified 'Copy to file' to 'Export' and 'Trusted Root Certification Authorities' to 'Authorities' in order to have the exact same terms as in Chrome (I guess they updated their terms at some point).
closesodoo/documentation#2180
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Added a note to specify that bank synchronization is not available on trial databases
closesodoo/documentation#2132
X-original-commit: e4fc5f07ee
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
Starting July 2022, Amazon WMS API is deprecated and we need to use the Selling Partners API.
This brings changes in the authentication flow that are explained.
task-2466636
closesodoo/documentation#2102
X-original-commit: 80408ca
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
If merged, this will update the screenshot for the "Connect a SIX Payment Terminal to your PoS" v14 user doc. In Odoo v14.0, the "Use a Payment Terminal" field only has "Six" as an option, not "Six without IoT Box." The new screenshot reflects this change and I also rewrote the step to reflect this change.
I also added alt text to the images, fixed the image file names, and fixed the image file folder name.
Related issue: https://github.com/odoo/documentation/issues/954closesodoo/documentation#2008
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.
For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:
├── parent_doc/
│ └── doc1/
│ │ └── image.png
│ │ └── download.zip
│ └── doc1.rst
│ └── doc2.rst
├── parent_doc.rst
Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.
In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.
task-2497965
Part-of: odoo/documentation#2026
In case of an unsupported carrier or a self Delivery, Odoo won't block
the user to use the Amazon connector, but explanation were needed for
these cases.
task-2804907
closesodoo/documentation#1958
X-original-commit: 3231d20d92
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
The previous guidelines for titles and headings included an exception to
capitalize feature names as they are written in the apps. However, this
exception seems to have confused most writers as it isn't always clear
what should be considered as a feature name or what should be considered
as a noun or noun group. This commit removes this exception to make the
writing and reviewing processes easier while retaining good titles and
improving consistency across the documentation. It also changes the
titles of the Accounting section to provide a better example to other
writers.
task-id 2843109
closesodoo/documentation#1911
X-original-commit: abc6d99af7
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Mexican companies very commonly issue invoices in USD, to be fulfiled
in MXN, at the official exchange rate defined by the Banco de Mexico
on the day of payment.
(Presumably, this is to insure against the volatility of the Mexican
peso.)
Odoo supports this workflow, but only if the payment is registered
directly on the invoice using the 'Register Payment' button.
If the payment is created separately, and then reconciled manually
with the invoice, a whole host of problems occur:
- the payment typically can't be reconciled fully with the invoice,
(even though that can usually be solved by manually creating
an exchange move)
- but more problematically, the amounts on the payment CFDI will
be wrong, and even manually creating an exchange move won't solve
that.
So, we absolutely need to warn users not to try to do that.
(We've been encountering lots of tickets lately in the tech-support
pipe because of users who tried this and then wonder why it doesn't
work.)
This is currently an issue in 14.0, 15.0 and master.
closesodoo/documentation#1728
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Codeowner regexes need images to be in the correct location, otherwise
some image files might not be assigned to a GitHub team when the regex
covering the parent folder is split into multiple codeowner rules.
closesodoo/documentation#1773
X-original-commit: 4e0a9b615f
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Add link to try the OCR service, cleanup copy.
closesodoo/documentation#1656
X-original-commit: b83df4f6d2
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Creation of a new submenu under Applications/General for the Email communication.
Moved advanced of dicuss to this new submenu + adding of content regarding
frequently asked question in support.
Redirection has been done on other files pointing to Discuss/Advanced to match
the new folder email_communication.
Modified content in:
- Email servers: split and move configuration part under email_domain
- Email domain: covering information about SPF DKIM and DMARC configurations by JQU
- Email templates: (how to use the functions) by GOR
- Email common: answering frequently asked questions + common issues by ALA
closesodoo/documentation#1525
X-original-commit: cf6af904f9
Signed-off-by: Vergote Baptiste (bve) <bve@odoo.com>
The "Payment Acquirers" category was moved to the /general/ folder
(Miscellaneous section) when the super-categories such as "Finance"
didn't exist yet. Now, it makes more sense to move this category to
"Finance".
task-id 2743227
closesodoo/documentation#1497
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
New taxes generated by the TaxCloud integration are by default created without an income or an expense account specified. By default, the journal items corresponding to these taxes therefore end up in the default income account, which is usually the 'Sales' account, when they should in fact go to the 'Tax Payable' account. Because these taxes are automatically generated on-the-fly, the user is usually not able to manually specify the Tax Payable account before the journal items are posted, leading to incorrect accounting entries which then need to be manually repaired through the use of miscellaneous operations.
To solve this issue, our video on TaxCloud integration (https://www.youtube.com/watch?v=JE-NeRNIWeU&t=616s) tells us to create a User-Defined Default for the account field of the tax.repartition.line model. This sets the default account with which new taxes are created. However, this information is missing from the documentation.
This PR brings the documentation up-to-date by explaining how to create this User-Defined Default that specifies the correct Tax Payable account.
closesodoo/documentation#1319
X-original-commit: 35d773a82a
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
The default protocol int the POS with "other device"
is on HTTP.
This doc explain how to activate the HTTPS in the POS
closesodoo/documentation#1195
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
The test server url for Carvajal T&S was out of date and has been
updated with the correct one. Carvajal has also split into 2
different companies, with new customers using the new company (CSC)
by default but the older company (CTS) still being available for
existing customers. See task 2508208. So the documentation was
updated to include both of them.
CTS (Carvajal T&S) was being used to refer to Carvajal in general,
so to avoid confusion those mentions have been changed to just
"Carvajal" since it can refer to either CTS or CSC.
closesodoo/documentation#1125
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
The list of Mexican accounting modules in the documentation was out of
date, with many of them no longer existing. Several new modules have
been added as well.
closesodoo/documentation#1113
Signed-off-by: Antoine Vandevenne (anv) <AntoineVDV@users.noreply.github.com>
- since the merge, the feature name got a different capitalization. This
is updated in the text
- the image is moved after the paragraph with `align:center` as the
`align:right` currently has an overflow issue with the following
admonition.
task-2587075
- since the merge, the feature name got a different capitalization. This
is updated in the text
- the image is moved after the paragraph with `align:center` as the
`align:right` currently has an overflow issue with the following
admonition.
task-2587075
When searching for a string that can be found in a TOC page's content,
that page is listed in the search results. This is not a wanted behavior
because TOC pages without the 'show-content' metadata directive are not
supposed to be accessible.
This commit adds a 'nosearch' metadata directive to all TOC pages
without a 'show-content' metadata directive, hence removing them from
search results.
task-2527419
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
Since other docs were moved away from the section "basics" with previous
commits, this category is renamed "users settings"
This commit:
- renames "basics" into "users settings"
- moves the content from "odoo_basics/users" to "users"
- it moves the content about "access rights" to a child doc
task-2535899
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
This commit:
- removes the main "settings" section
- move its content to general/odoo_basics
- moves "general/mobile" content to "general"
- moves the content of the doc "developer_mode/activate" to "general"
- it replaces the references to that doc with `:ref:` directives
rather than `:doc:` directives
- it is worth noting that it also fixes plenty of links that
previously referred to "developer_mode" (the category) rather than
"developer_mode/activate" (the document)
task-2535899
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
This commit merges all docs about data import/export into a single doc:
- base_import/import_faq -> export_import_data
- base_import/adapt_template -> export_import_data
- odoo_basics/export-data -> export_import_data
task-2535899
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
This commit merges all docs about unsplash into a single doc:
- "unsplash/unsplash_access_key" -> unsplash
- "unsplash/unsplash_application_id" -> unsplash
task-2535899
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
This commit improves the structure of the "general" section:
- moves the content of "payment_acquirers/payment_acquirers" to its
parent page, as main content for this category.
It also improves the content of the note about sensitive data.
task-2535899
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
This commit improves the structure of the "general" section:
- it moves the content of the doc "in_app_purchase" to its parent page
"multi_companies"
- it moves the content of the doc "tags/take_tags" to "odoo_basics/tags"
- it moves the content of the doc "manage_multi_companies" to its parent
page "multi_companies"
task-2535899
