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75 Commits

Author SHA1 Message Date
Stanislas Sobieski
a33005628a Revert "[IMP] odoo_sh doc update"
This reverts commit 6c48f90739.
2022-02-22 15:11:54 +01:00
Obay Abdelgadir
6d5e7bfcb5 [IMP] install: remove deprecated ssl instruction in deploy.rst
Backport of commit d227ab66b0 on #1448

closes odoo/documentation#1612

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-22 13:04:55 +00:00
Stanislas Sobieski
6c48f90739 [IMP] odoo_sh doc update
closes odoo/documentation#1597

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-21 17:33:02 +00:00
Antoine Vandevenne (anv)
a7f0651773 [FIX] conf: upper-case 'master' in the version switcher
closes odoo/documentation#1599

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-16 09:41:52 +00:00
Elisabeth Dickinson
c30f2735b8 [IMP] odoo_theme: switch admonitions' display type to inline-block
When placing an image before an admonition block and setting its
alignment to left or right, the admonition block would hide the image.
The reason for this is the use of "float" on the image. In order for
the image to reappear, we change the admonition's `display: block` to
`display: inline-block`.

task-2582954

closes odoo/documentation#1589

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-15 08:29:51 +00:00
Antoine Vandevenne (anv)
a64e95d1c6 [FIX] conf: list saas-15.2 in existing versions
closes odoo/documentation#1584

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-11 14:51:44 +00:00
Antoine Vandevenne (anv)
fb469b8211 [IMP] conf: show all relevant versions in the version switcher
From now on, the master branch and the latest released SaaS branch are
always shown. SaaS branches are labeled "Odoo Online".

The list of the versions shown in the switcher is hard-coded to force
their ordering.

The class `dropdown-toggle` is always added to the version|language
switcher regardless of whether other versions|languages are available,
as a quick fix to a CSS issue that occurs when the class is missing.

closes odoo/documentation#1565

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-11 13:16:40 +00:00
Jonathan Castillo (jcs)
5893edda93 [IMP] install/maintain: add info about upgrading Odoo Online databases
closes odoo/documentation#1558

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-02-11 10:03:54 +00:00
Antoine Vandevenne (anv)
ec8804a1e5 [IMP] supported_versions: emphasis short-term support of SaaS versions
Part-of: odoo/documentation#1558
2022-02-11 10:03:54 +00:00
Antoine Vandevenne (anv)
04992995a6 [IMP] supported_versions: flag saas-15.1 as supported
Part-of: odoo/documentation#1558
2022-02-11 10:03:54 +00:00
Jonathan Castillo (jcs)
461f4b58bc [FIX] redirections: duplicate rule + misplaced rules
- removes a duplicate rule:
  applications/finance/sign/overview/signature_validity.rst
  applications/finance/sign.rst
- moves two rules closer to their related redirections
- adds comments to these two rules
- updates redirection to "email_servers" with the new path (line 203)

closes odoo/documentation#1547

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-02-07 14:31:36 +00:00
Jonathan Castillo (jcs)
dd8901846a [FIX] accounting: fix module name to install in intrastat
closes odoo/documentation#1539

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-04 17:51:14 +00:00
Antoine Vandevenne (anv)
ddff8f6914 [IMP] contributing/doc: add an entry for the example admonition
closes odoo/documentation#1527

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-03 14:55:10 +00:00
BVE
cf6af904f9 [ADD] email_communication: new documentation regarding general emailing
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

closes odoo/documentation#1092

Signed-off-by: Vergote Baptiste (bve) <bve@odoo.com>
2022-02-02 15:04:56 +00:00
Demesmaeker
f6c1723fe0 [IMP] integration_testing: add information about JS touring
Adding basic information about `How to make a test tour`.

task-2742841

closes odoo/documentation#1500

Signed-off-by: Morgane Demesmaeker <edm@odoo.com>
2022-02-02 11:08:35 +00:00
Xavier (xpl)
7ca24b13ef [ADD] Sign: section on Field Types
Task #: 2585411

closes odoo/documentation#1050

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-01 17:18:57 +00:00
Odoo Translation Bot
82f4d103cc [I18N] Update translation terms from Transifex 2022-02-01 03:00:57 +01:00
Antoine Vandevenne (anv)
89b91feae3 [FIX] subscription: replace an admonition with example
closes odoo/documentation#1502

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-01-28 10:39:45 +00:00
wan
acda12669d [ADD] extensions: add a custom example admonition
closes odoo/documentation#1498

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-01-28 09:21:43 +00:00
Jonathan Castillo (jcs)
2c7310a41f [MOV] payment acquirers: from /general/ (misc. section) to /finance/
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

closes odoo/documentation#1479

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-01-27 15:17:47 +00:00
“Chiara
b34e098551 [REM] Accounting: deprecated report removal
Task-id 2744389

closes odoo/documentation#1488

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-01-26 17:15:30 +00:00
“Chiara
aa7a78331d [ADD] Accounting: new page about intrastat
Task-id 2721400

closes odoo/documentation#1472

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2022-01-21 15:43:47 +00:00
Noura
e486b5e3e8 [IMP] manufacturing: add warning regarding scrap location
The destination location in manufacturing order shouldn't be a scrap location.
Otherwise, the user won't be able to complete manufacturing orders.

closes odoo/documentation#1459

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-01-06 12:21:38 +00:00
Odoo Translation Bot
fe3c7401ea [I18N] Update translation terms from Transifex 2022-01-01 03:01:00 +01:00
Fabien Meghazi
6d95821ed5 [IMP] supported_versions: end of support for v10 on Odoo.sh
python2 tooling will be removed gradually
2021-12-30 10:44:19 +01:00
Mark Fischer, Jr
7090a54670 [FIX] expenses: grammar and typos in expenses.rst
Backport to 13.0 of PR #1175

closes odoo/documentation#1436

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2021-12-17 16:13:39 +00:00
jedgalbraith
7b5de904aa [IMP] manufacturing: add missing word in flexible_components_consumption
closes odoo/documentation#1083

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-12-17 14:22:42 +00:00
Jairo Llopis
03a54e5b37 [IMP] developer/modules: deprecate 'active' and detail 'auto_install'
1. `active` is just a deprecated field that means exactly the same as
   `auto_install`.
2. `auto_install` can be a list.

See 6cb3140ea8/odoo/modules/module.py (L348-L352)

Original PR: https://github.com/odoo/documentation/pull/1109

closes odoo/documentation#1427

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Co-authored-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-12-16 10:25:10 +00:00
Chris Parker
beb92c9f18 [FIX] api/odoo: reflect the correct location of menu actions
closes odoo/documentation#1409

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-12-14 11:40:59 +00:00
Perman Atayev
806a96f8cb [IMP] install/maintain: fix a typo
original commit 5098eaf93f
in PR https://github.com/odoo/documentation/pull/1345/

closes odoo/documentation#1394

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-12-13 17:51:42 +00:00
Xavier
a1db25d3ba [IMP] studio: fix a typo
Original commit: e1e644fc9a
in PR: #1330

closes odoo/documentation#1395

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-12-13 09:46:23 +00:00
Odoo Translation Bot
c420344a48 [I18N] Update translation terms from Transifex 2021-12-12 02:30:57 +01:00
jedgalbraith
4903a9fecc [IMP] sales: grammar fix
closes odoo/documentation#1381

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-12-09 15:09:44 +00:00
jedgalbraith
5d72b5028f [IMP] inventory: word mistake
closes odoo/documentation#1380

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-12-09 14:45:16 +00:00
mdb-odoo
c89dc13240 Clarify documentation of routes
Starting at line 259 - updated the text. This text was a mix of incorrect and confusing statements. I changed some words and sentences to correct the text and make it make more sense. Also updated the rule name to Pull & Push as that is what it is called in Odoo.

closes odoo/documentation#997

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2021-12-09 14:15:57 +00:00
Antoine Vandevenne (anv)
493ebbfa9a [IMP] README: remove request for review instruction
closes odoo/documentation#1375

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-12-09 13:21:47 +00:00
Antoine Vandevenne (anv)
edddeb4826 [REM] CODEOWNERS: rely on runbot's codeowners system
closes odoo/documentation#1370

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-12-09 11:49:48 +00:00
Moens Alexandre
c3c054681c [IMP] hosting change: from PaaS to SaaS
Requesting a dump from the customers comming from the PaaS is useless
(since support has access to the odoo.sh projects) and counter
productive (since it only makes the migration outage longer while the
customer downloads the file, then uploads it, then we download it,
instead of just the support downloading it)

closes odoo/documentation#1361

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-12-08 13:30:40 +00:00
Odoo Translation Bot
d3e3e1cfeb [I18N] Update translation terms from Transifex 2021-11-28 02:31:23 +01:00
Rémy Baranx (bar)
f72e557f2c [FIX] conf.py: check odoo_dir is a real Odoo sources dir
In `conf.py`, we try to find a Odoo sources folder among `odoo` and
`../odoo` directories without really checking that they really are
Odoo sources folders, leading to doc generation error if it's not the case.

So, to improve that, this commit checks that the selected Odoo sources folder
contains `odoo-bin`.

While we're at it, the logging is also improved to always display the
matching odoo sources' folder and version.

closes odoo/documentation#1333

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Co-authored-by: Antoine Vandevenne <anv@odoo.com>
2021-11-26 11:25:32 +00:00
Odoo Translation Bot
405e834a44 [I18N] Update translation terms from Transifex 2021-11-21 02:31:34 +01:00
Antoine Dupuis (andu)
35d773a82a [IMP] accounting/taxcloud: how to set up default account for new taxes
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.

closes odoo/documentation#1271

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-11-17 09:37:53 +00:00
Odoo Translation Bot
746bb8d163 [I18N] Update translation terms from Transifex 2021-11-14 02:31:24 +01:00
Odoo Translation Bot
7d7d7e6d54 [I18N] Update translation terms from Transifex 2021-11-07 02:31:19 +01:00
Jonathan Castillo (jcs)
edb747bca1 [IMP] website: update a wrong link (godaddy)
task-id 2682327

closes odoo/documentation#1283

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2021-11-03 16:02:22 +00:00
Raf Geens
23d0a7a062 [FIX] testing: Explain "new" tagging syntax
Syntax was added to explicitly specify a module, class or function with
`--test-tags`: b729a11a12

The documentation was not updated to reflect this, leading to confusion
as people tried to reconcile the documentation with the actual behavior,
without necessarily having seen `odoo-bin --help` which is explicit
about it.

closes odoo/documentation#1258

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-11-03 13:40:19 +00:00
Antoine Vandevenne (anv)
116d9b5181 [FIX] requirements.txt: Let sphinx manage docutils version
As of sphinx 3.5.4, docutils >0.17 is no longer supported. To avoid
forcing the install of an unsupported version of docutils, we let
sphinx install the appropriate version through its dependencies.

closes odoo/documentation#1273

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-11-03 10:19:45 +00:00
Odoo Translation Bot
d0a32ea126 [I18N] Update translation terms from Transifex 2021-10-31 02:30:15 +02:00
Jonathan Castillo (jcs)
d7f4475901 [ADD] maintain: revert and update "db_online"
task-2601835

closes odoo/documentation#1191

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-10-25 13:26:18 +00:00
Julien Van Roy
7fbf1c3ef2 [FIX] developer/reference: fix missing slash in javascript/qweb, debugging section
closes odoo/documentation#1207

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-10-22 12:52:37 +00:00
Jonathan Castillo (jcs)
fd006b4a3c [IMP] upgrade: create new "upgrade" section in "install and maintain"
closes odoo/documentation#1169

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-10-15 11:20:44 +00:00
Jonathan Castillo (jcs)
8ca7d66faa [IMP] maintain: on premise filename change and media movement
Part-of: odoo/documentation#1169
2021-10-15 11:20:43 +00:00
Jonathan Castillo (jcs)
84ceee3fda [IMP] maintain: update versions upgrade
task-2600310

Part-of: odoo/documentation#1169
2021-10-15 11:20:43 +00:00
Antoine Vandevenne (anv)
a9e218140f [REL] supported_versions: update list of versions and add end of support
closes odoo/documentation#1157

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-10-05 14:22:03 +00:00
Antoine Vandevenne (anv)
8043d92b24 [IMP] contributing: adapt the GitHub workflow to the new doc theme
closes odoo/documentation#1156

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-10-05 13:29:42 +00:00
Odoo Translation Bot
1d2677db83 [I18N] Update translation terms from Transifex 2021-09-26 02:30:32 +02:00
Denis Ledoux
7276929071 [FIX] maintain: upgrade command line link
closes odoo/documentation#1148

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-09-20 08:37:29 +00:00
Odoo Translation Bot
b1e309d69f [I18N] Update translation terms from Transifex 2021-09-19 02:30:29 +02:00
Raf Geens
fd69696721 [FIX] app/accounting: Fix outdated Colombian test server url (Spanish)
Update the test server link that was updated in the English documentation
(colombia.rst) in the Spanish version as well (colombia_ES.rst).

Remove the incorrect link to the production server (which was a duplicate
of the test link instead) to be consistent with other versions of the
document.

closes odoo/documentation#1144

X-original-commit: ad36915bf7
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Signed-off-by: Raf Geens <raf-odoo@users.noreply.github.com>
2021-09-15 10:27:54 +00:00
Jonathan Castillo (jcs)
0842b682fc [IMP] maintain: update test doc link in versions upgrade
closes odoo/documentation#1137

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-09-14 14:52:17 +00:00
Antoine Vandevenne (anv)
7f3c27b49c [IMP] conf: hide saas branches from the version switcher
closes odoo/documentation#1131

X-original-commit: 7f5b948f0b
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-09-14 12:13:20 +00:00
Jonathan Castillo (jcs)
ebf216cc8e [FIX] subscriptions: wrong Odoo Tutorials link
task-2636416

closes odoo/documentation#1128

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-09-13 14:50:40 +00:00
Odoo Translation Bot
a9c962a29c [I18N] Update translation terms from Transifex 2021-09-12 01:30:27 +02:00
Raf Geens
b8fa076db5 [FIX] app/accounting: Fix outdated Colombian test server url
closes odoo/documentation#1124

X-original-commit: 38f0d9ebf2
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Signed-off-by: Raf Geens <raf-odoo@users.noreply.github.com>
2021-09-09 08:50:46 +00:00
“odoo-dama”
bef9941434 [ADD] ebay: new doc for account deletion notifications
task-2504306

closes odoo/documentation#1119

X-original-commit: abd3c56678
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Co-authored-by: Antoine Vandevenne <anv@odoo.com>
2021-09-06 15:26:17 +00:00
Odoo Translation Bot
7521229148 [I18N] Update translation terms from Transifex 2021-09-05 01:30:20 +02:00
Odoo Translation Bot
c605eb715a [I18N] Update translation terms from Transifex 2021-08-22 01:30:15 +02:00
Raf Geens
9e4a57deae [IMP] app/website: Clarify supported platforms for Gengo
Gengo won't work by default on Odoo Online and Odoo.sh. To
prevent confusing customers, be explicit about this and explain
the platforms on which it can work.

closes odoo/documentation#1105

X-original-commit: 989a447dc8
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-08-18 09:16:08 +00:00
Odoo Translation Bot
9dcf918f65 [I18N] Update translation terms from Transifex 2021-08-15 01:30:21 +02:00
Odoo Translation Bot
5efd730a26 [I18N] Update translation terms from Transifex 2021-08-08 01:30:21 +02:00
Victor Feyens
bcf283115b [FIX] Makefile: avoid confusing // in build dir path
When locally building the doc (aka make), CURRENT_LANG is not defined,
which results in HTML_BUILD_DIR = _build/html//, resulting in commands
& logs like the following

mkdir -p _build/html//_static
pysassc extensions/odoo_theme/static/style.scss _build/html//_static/style.css

This has no impact on linux builds, but could be unclear/confusing for some non tech
users (can it have any impact on other OS's/distros ?)

closes odoo/documentation#1094

X-original-commit: d8684e8963
Signed-off-by: Antoine Vandevenne (anv) <AntoineVDV@users.noreply.github.com>
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-08-06 15:09:50 +00:00
Xavier-Do
4331a56658 [FIX] makefile: fix overridden css
The previous makefile was compiling css beside the style.scss and
the style.css was copied at the end.

The new makefile compile css directly in the build dir.

Since this file was still present in the source because of the .gitignore,
sphinx was using this old version of style.css, overriding the new compiled
css file at the end.

Removing it from gitignore should helpFix this problem.

This commit also fix some path in makefile.
(not critical but this should fix a potential error in static command)

closes odoo/documentation#1085

X-original-commit: fd56d8c170
Signed-off-by: Antoine Vandevenne (anv) <AntoineVDV@users.noreply.github.com>
Signed-off-by: Xavier Dollé (xdo) <xdo@odoo.com>
2021-08-05 08:43:36 +00:00
Victor Feyens
1211d3ae40 [FIX] core: wrong redirections
Cf #1054

closes odoo/documentation#1074

Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-08-04 15:39:26 +00:00
Donatienne Pirlot (dopi)
eee063a8b1 [REM] developer/upgrade: remove outdated page
task-2613841

closes odoo/documentation#1080

X-original-commit: 7af926e5aa
Signed-off-by: Antoine Vandevenne (anv) <AntoineVDV@users.noreply.github.com>
2021-08-03 14:06:16 +00:00
Antoine Vandevenne (anv)
9316485da4 [FIX] Makefile: fix CSS compilation for multi-version/lang builds
Commit 547d90a allowed `BUILD_DIR` to be defined from the CLI but didn't
update usages of `HTML_BUILD_DIR`. When building the documentation for
multiple versions and/or languages, we should rely on `HTML_BUILD_DIR`
to point to the appropriate directory.

closes odoo/documentation#1076

X-original-commit: 9bad0540b0
Signed-off-by: Antoine Vandevenne (anv) <AntoineVDV@users.noreply.github.com>
2021-08-03 12:14:28 +00:00
276 changed files with 11479 additions and 3423 deletions

11
.github/CODEOWNERS vendored
View File

@ -1,11 +0,0 @@
# All changes to technical files (build environment and Sphinx extensions) have to be approved
/extensions/ @odoo/doc-review
.gitignore @odoo/doc-review
commit_template.txt @odoo/doc-review
conf.py @odoo/doc-review
Makefile @odoo/doc-review
requirements.txt @odoo/doc-review
# All changes to legal material have to be approved
/content/legal/ @odoo/legal
/content/legal.rst @odoo/legal

1
.gitignore vendored
View File

@ -4,7 +4,6 @@
# Sphinx build files
_build/
extensions/odoo_theme/static/style.css
# Dependencies
odoo

View File

@ -9,6 +9,10 @@ ifndef BUILD_DIR
BUILD_DIR = _build
endif
ifndef CURRENT_LANG
CURRENT_LANG = en
endif
SPHINX_BUILD = sphinx-build
CONFIG_DIR = .
SPHINXOPTS = -D project_root=$(ROOT) -D canonical_version=$(CANONICAL_VERSION) \
@ -18,7 +22,6 @@ SPHINXOPTS = -D project_root=$(ROOT) -D canonical_version=$(CANONICAL_VERSIO
-j $(WORKERS)
SOURCE_DIR = content
HTML_BUILD_DIR = $(BUILD_DIR)/html
ifdef VERSIONS
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/13.0
@ -43,7 +46,7 @@ clean:
rm -rf $(BUILD_DIR)/*
@echo "Cleaning finished."
html: $(BUILD_DIR)/html/_static/style.css
html: $(HTML_BUILD_DIR)/_static/style.css
@echo "Starting build..."
$(SPHINX_BUILD) -c $(CONFIG_DIR) -b html $(SPHINXOPTS) $(SOURCE_DIR) $(HTML_BUILD_DIR)
@echo "Build finished."
@ -63,10 +66,10 @@ gettext:
$(SPHINX_BUILD) -c $(CONFIG_DIR) -b gettext $(SOURCE_DIR) locale/sources
@echo "Generation finished."
$(BUILD_DIR)/html/_static/style.css: extensions/odoo_theme/static/style.scss extensions/odoo_theme/static/scss/*.scss
$(HTML_BUILD_DIR)/_static/style.css: extensions/odoo_theme/static/style.scss extensions/odoo_theme/static/scss/*.scss
@echo "Compiling stylesheets..."
mkdir -p $(BUILD_DIR)/html/_static
pysassc extensions/odoo_theme/static/style.scss $(BUILD_DIR)/html/_static/style.css
mkdir -p $(HTML_BUILD_DIR)/_static
pysassc extensions/odoo_theme/static/style.scss $(HTML_BUILD_DIR)/_static/style.css
@echo "Compilation finished."
#=== Development and debugging rules ===#
@ -74,6 +77,6 @@ $(BUILD_DIR)/html/_static/style.css: extensions/odoo_theme/static/style.scss ext
fast: SPHINXOPTS += -A collapse_menu=True
fast: html
static: $(BUILD_DIR)/static/style.css
cp -r extensions/odoo_theme/static/* $(BUILD_DIR)/html/_static/
cp -r static/* $(BUILD_DIR)/html/_static/
static: $(HTML_BUILD_DIR)/static/style.css
cp -r extensions/odoo_theme/static/* $(HTML_BUILD_DIR)/_static/
cp -r static/* $(HTML_BUILD_DIR)/_static/

View File

@ -39,10 +39,6 @@ For contributions to the content of the documentation, please refer to the
To **report a content issue**, **request new content** or **ask a question**, use the
[repository's issue tracker](https://github.com/odoo/documentation-user/issues) as usual.
If you have a pull request that is ready for review, request one from the
[odoo/doc-review](https://github.com/orgs/odoo/teams/doc-review) team.
## Learn More
To learn more about Odoo, in addition to the documentation, have a look at

105
conf.py
View File

@ -58,34 +58,40 @@ extension_dir = Path('extensions')
sys.path.insert(0, str(extension_dir.absolute()))
# Search for the directory of odoo sources to know whether autodoc should be used on the dev doc
odoo_dir = Path('odoo')
odoo_sources_candidate_dirs = (Path('odoo'), Path('../odoo'))
odoo_sources_dirs = [
d for d in odoo_sources_candidate_dirs if d.is_dir() and (d / 'odoo-bin').exists()
]
odoo_dir_in_path = False
if not odoo_dir.is_dir():
parent_odoo_dir = Path('../odoo')
if parent_odoo_dir.is_dir():
_logger.info('Using parent dir to find odoo sources')
odoo_dir = parent_odoo_dir
if not odoo_dir.is_dir():
if not odoo_sources_dirs:
_logger.warning(
f"Could not find Odoo sources directory at {odoo_dir.absolute()}.\n"
f"The 'Developer' documentation will be built but autodoc directives will be skipped.\n"
f"In order to fully build the 'Developer' documentation, clone the repository with "
f"`git clone https://github.com/odoo/odoo` or create a symbolink link."
"Could not find Odoo sources directory in neither of the following folders:\n"
"%(dir_list)s\n"
"The 'Developer' documentation will be built but autodoc directives will be skipped.\n"
"In order to fully build the 'Developer' documentation, clone the repository with "
"`git clone https://github.com/odoo/odoo` or create a symbolic link.",
{'dir_list': '\n'.join([f'\t- {d.resolve()}' for d in odoo_sources_candidate_dirs])},
)
else:
sys.path.insert(0, str(odoo_dir.absolute()))
odoo_dir = odoo_sources_dirs[0].resolve()
sys.path.insert(0, str(odoo_dir))
from odoo import release as odoo_release # Don't collide with Sphinx's 'release' config option
odoo_version = odoo_release.version if 'alpha' not in odoo_release.version else 'master'
if release != odoo_version:
_logger.warning(
f"Found Odoo sources directory but with version '{odoo_version}' incompatible with "
f"documentation version '{version}'.\n"
f"The 'Developer' documentation will be built but autodoc directives will be skipped.\n"
f"In order to fully build the 'Developer' documentation, checkout the matching branch"
f" with `cd odoo && git checkout {version}`."
"Found Odoo sources in %(directory)s but with version '%(odoo_version)s' incompatible "
"with documentation version '%(doc_version)s'.\n"
"The 'Developer' documentation will be built but autodoc directives will be skipped.\n"
"In order to fully build the 'Developer' documentation, checkout the matching branch"
" with `cd odoo && git checkout %(doc_version)s`.",
{'directory': odoo_dir, 'odoo_version': odoo_version, 'doc_version': version},
)
else:
_logger.info(f"Found Odoo sources directory matching documentation version {release}.")
_logger.info(
"Found Odoo sources in %(directory)s matching documentation version '%(version)s'.",
{'directory': odoo_dir, 'version': release},
)
odoo_dir_in_path = True
# The Sphinx extensions to use, as module names.
@ -106,7 +112,7 @@ extensions = [
# Youtube and Vimeo videos integration (youtube, vimeo directives)
'embedded_video',
'exercise_admonition',
'custom_admonitions',
# Redirection generator
'redirects',
@ -142,7 +148,20 @@ sphinx.transforms.i18n.docname_to_domain = (
sphinx.util.i18n.docname_to_domain
) = lambda docname, compact: docname.split('/')[1 if docname.startswith('applications/') else 0]
supported_languages = {
# The version names that should be shown in the version switcher, if the config option `versions`
# is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
versions_names = {
'master': "Master",
'saas-15.2': "Odoo Online",
'saas-15.1': "Odoo Online",
'15.0': "Odoo 15",
'14.0': "Odoo 14",
'13.0': "Odoo 13",
}
# The language names that should be shown in the language switcher, if the config option `languages`
# is populated. If a language is passed to `languages` but is not listed here, it will not be shown.
languages_names = {
'de': 'Deutsch',
'en': 'English',
'es': 'Español',
@ -283,15 +302,18 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
The entry 'version' is added by Sphinx in the rendering context.
"""
# If the list of versions is not set, assume that the project has no alternate version
_alternate_versions = app.config.versions and app.config.versions.split(',') or []
context['alternate_versions'] = [
(_alternate_version, _build_url(_version=_alternate_version))
for _alternate_version in sorted(_alternate_versions, reverse=True)
if _alternate_version != version and (
_alternate_version != 'master' or pagename.startswith('developer')
)
]
context['version_display_name'] = versions_names[version]
# If the list of versions is not set, assume the project has no alternate version
_provided_versions = app.config.versions and app.config.versions.split(',') or []
# Map alternate versions to their display names and URLs.
context['alternate_versions'] = []
for _alternate_version, _display_name in versions_names.items():
if _alternate_version in _provided_versions and _alternate_version != version:
context['alternate_versions'].append(
(_display_name, _build_url(_alternate_version))
)
def _localize():
""" Add the pairs of (lang, code, url) for the current document in the rendering context.
@ -302,19 +324,22 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
"""
_current_lang = app.config.language or 'en'
# Replace the context value by its translated description ("Français" instead of "french")
context['language'] = supported_languages.get(_current_lang)
context['language'] = languages_names.get(_current_lang)
# If the list of languages is not set, assume that the project has no alternate language
_alternate_languages = app.config.languages and app.config.languages.split(',') or []
context['alternate_languages'] = [
(
supported_languages.get(_alternate_lang),
_alternate_lang.split('_')[0] if _alternate_lang != 'en' else 'x-default',
_build_url(_lang=_alternate_lang),
)
for _alternate_lang in _alternate_languages
if _alternate_lang in supported_languages and _alternate_lang != _current_lang
]
_provided_languages = app.config.languages and app.config.languages.split(',') or []
# Map alternate languages to their display names and URLs.
context['alternate_languages'] = []
for _alternate_lang, _display_name in languages_names.items():
if _alternate_lang in _provided_languages and _alternate_lang != _current_lang:
context['alternate_languages'].append(
(
_display_name,
_alternate_lang.split('_')[0] if _alternate_lang != 'en' else 'x-default',
_build_url(_lang=_alternate_lang),
)
)
def _build_url(_version=None, _lang=None):
if app.config.is_remote_build:

View File

@ -18,4 +18,5 @@ These guides provide instructions on how to install, maintain and upgrade Odoo d
administration/install
administration/maintain
administration/upgrade
administration/odoo_sh

View File

@ -303,7 +303,7 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
}
server {
listen 443;
listen 443 ssl;
server_name odoo.mycompany.com;
proxy_read_timeout 720s;
proxy_connect_timeout 720s;
@ -316,7 +316,6 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
proxy_set_header X-Real-IP $remote_addr;
# SSL parameters
ssl on;
ssl_certificate /etc/ssl/nginx/server.crt;
ssl_certificate_key /etc/ssl/nginx/server.key;
ssl_session_timeout 30m;

View File

@ -44,4 +44,4 @@ For Exim
.. tip::
If you don't have access/manage your email server, use :ref:`inbound messages
<discuss/email_servers/inbound_messages>`.
<email_communication/inbound_messages>`.

View File

@ -7,8 +7,8 @@ Maintain
.. toctree::
maintain/update
maintain/db_upgrade
maintain/enterprise
maintain/hosting_changes
maintain/db_premise
maintain/online
maintain/on_premise
maintain/supported_versions

View File

@ -1,413 +0,0 @@
.. |assistance-contact| replace::
If you need Odoo assistance on this matter, please contact your Odoo Account Manager or contact
our `Sales department`_.
.. _Sales department: mailto:sales@odoo.com
.. _db-upgrade:
================
Versions upgrade
================
.. _db-upgrade/overview:
Overview
========
.. _db-upgrade/process:
The upgrade process
-------------------
This documentation is for our *On-Premise* (self-hosted) and *Odoo.sh* customers.
.. _db-upgrade/definition:
Definition
~~~~~~~~~~
An upgrade is switching to a newer version of Odoo (e.g., Odoo 13.0 to Odoo 14.0)
An upgrade does not cover:
* changing :ref:`Editions <db-upgrade/faq/editions-change>` (i.e., Community to Enterprise edition)
* switching :ref:`hosting type <db-upgrade/faq/hosting-types-switch>` (i.e., On-Premise to Online or
Odoo.sh)
* migration from another ERP to Odoo
.. note:: |assistance-contact|
.. _db-upgrade/process-workflow:
Process workflow
~~~~~~~~~~~~~~~~
The upgrade process in a nutshell:
#. You create a test upgrade request.
#. | The request is processed by Odoo:
| This happens via an automated process that runs the database through an upgrade script and
takes between 20 and 120 minutes. Only if an issue(s) arises will we have to intervene
manually and adjust the script specifically to your database until the upgrade succeeds.
#. Odoo delivers a test database.
#. You test your database for possible discrepancies (see :ref:`db-upgrade/test-guidance`)
#. If there are any discrepancies, you report them to the Upgrade support team via the
:ref:`Help portal <db-upgrade/test-assistance>`.
#. We will fix the issues and send you a new test database.
#. Once you completed the testing and are happy with the result, you decide on a date and time when
you stop users from accessing Odoo, freeze all data entries and create an upgrade request for the
production upgrade.
#. Odoo delivers the production database through the automated process.
#. You restore it in your Production environment a few short hours later and continue working on the
newly upgraded database.
.. _db-upgrade/service-level:
Service Level Agreement
-----------------------
What is covered by the Enterprise Licence?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Databases hosted on Odoos Cloud platforms (Saas and Odoo.sh) or On-Premise (Self-Hosting) enjoy the
following service at all times.
The upgrade of:
* standard applications
* Studio customization (as long as the Studio app is still active)
* customizations done by our consulting and developer services *if* they are covered by a
Maintenance of Customisations subscription
The Upgrade Service is limited to the technical conversion and adaptation of your database (standard
modules and data) to make it compatible with the targeted version.
What upgrading does NOT cover
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
* The cleaning of pre-existing data & configuration while upgrading
* Any new developments and/or upgrade of your own :ref:`custom modules
<db-upgrade/faq/custom-modules>`
* `Training <https://www.odoo.com/learn>`_ on the new version
You can get more information about your Enterprise Licence on our :ref:`Odoo Enterprise Subscription
Agreement <upgrade>` page.
.. note:: |assistance-contact|
.. _db-upgrade/get-started:
Get started
===========
The upgrade process varies depending on where your database is hosted.
.. _db-upgrade/online:
Online (SaaS)
-------------
If you are hosted Online, please check your `database manager <https://www.odoo.com/my/databases>`_.
.. _db-upgrade/odoo-sh:
Odoo.sh
-------
If you are Odoo.sh hosted, check our :doc:`specific instructions to be able to upgrade
<../odoo_sh/advanced/upgrade_your_database>`.
.. _db-upgrade/on-premise:
On-Premise
----------
There are two possibilities:
#. Via the interface of our `website form <https://upgrade.odoo.com>`_
#. | For technically-advanced users and partners, via the following command line (to be used on the
machine where your database is hosted):
| ``python <(curl -s beta.upgrade.odoo.com/upgrade) test -d <your db name> -t 14.0``
What does it do?
~~~~~~~~~~~~~~~~
The above command will dump your database to a file, then send it to the upgrade platform for
upgrade, displaying you the live logs, then restore the upgraded database back on your server as a
duplicate test database.
.. _db-upgrade/steps:
Steps
=====
.. _db-upgrade/steps-test:
The testing phase
-----------------
.. _db-upgrade/test-process:
Test process
~~~~~~~~~~~~
Also referred to as the pre-production phase, the test phase allows you to review an upgraded
version of your database without affecting your production database in any way.
We suggest that you run the test upgrade process at least once, but you can do it as often as you
want (one at a time).
Once you receive your upgraded test database, you should check that all data, processes and
functionality are still correct and working as expected.
If you do find discrepancies, you'll be able to:
* | :ref:`Report your issues <db-upgrade/test-assistance>`
| and/or
* Ask for a new :ref:`test request <db-upgrade/test-db-request>` after the reported issues have
been fixed in the upgrade script.
When you do not find any discrepancies, you'll be able to:
* Move on to the upgrade of your :ref:`production database <db-upgrade/production-live>`.
.. _db-upgrade/test-db-request:
Request a test database
~~~~~~~~~~~~~~~~~~~~~~~
When filling the `website form <https://upgrade.odoo.com>`_, select *Testing* purpose.
.. image:: media/db-upgrade-test-purpose.png
:align: center
:alt: Selection of the "Testing" purpose in the upgrade form on Odoo
.. _db-upgrade/test-guidance:
Test guidance
~~~~~~~~~~~~~
Every business and organization has its own operational needs and will have to test its specific
Odoo instance respectively. However, we recommend you look at `the test scenario
<https://drive.google.com/open?id=1Lm4JqbsHBirB1wMi14UChoz_YHLjx5ec>`_ we created, a high-level idea
of what you should test and look out for.
.. todo:: change link "test scenario" once the related doc is published
.. _db-upgrade/test-assistance:
Assistance
~~~~~~~~~~
If you encounter issues or problems in the **test database**, please contact the Odoo Upgrade
Support:
#. Connect to our `Odoo Support page <https://www.odoo.com/help>`_.
#. Under the *Ticket Description* section, select *An issue related to my upgrade* ticket type.
.. image:: media/db-upgrade-test-assistance.png
:align: center
:alt: Selection of "An issue related to my upgrade" as Ticket Type in the support form on Odoo
.. warning::
If you choose another *Ticket Description* type, the request will be redirected to another
team than the upgrade one and will slow down the processing and response time.
#. Please provide as much detail as you can. Where applicable, illustrate the current and previous
flows with videos and/or screenshots. This will avoid clarifying questions and speed up the
resolution process significantly.
.. image:: media/db-upgrade-test-assistance-details.png
:align: center
:alt: "Detailed Description" field in the support form on Odoo
.. note::
* The purpose of the test phase is not to correct existing data or configurations in your
database.
* |assistance-contact|
.. _db-upgrade/steps-production:
The production launch
---------------------
.. _db-upgrade/production-live:
Production goes live
~~~~~~~~~~~~~~~~~~~~
The production upgrade request is when you decide to upgrade your current database with all your
production data (invoices, VAT returns, inventories, current orders) to a new version of your choice.
After your :ref:`tests <db-upgrade/steps-test>` are completed to your satisfaction, submit the
request to upgrade your production database via our `website form <https://upgrade.odoo.com>`_.
Select *Production* purpose.
.. image:: media/db-upgrade-production-purpose.png
:align: center
:alt: Selection of the "Production" purpose in the upgrade form on Odoo
.. danger::
Going into production without first testing may lead to:
- business interruptions (e.g. no longer having the possibility to validate an action)
- poor customer experiences (e.g. an eCommerce website that does not work correctly)
.. _db-upgrade/production-assistance:
Assistance
~~~~~~~~~~
If you encounter issues or problems in the **production database**, please contact the **Odoo
Support**:
#. Connect to our `Odoo Support page <https://www.odoo.com/help>`_.
#. Under the *Ticket Description* section, select the appropriate type related to your issue but
**do not select** the option *An issue related to my upgrade*.
.. note::
After upgrading to production, the support will be provided by the Support team instead of the
Upgrade team.
#. Please provide as much detail as you can. Where applicable, illustrate the current and previous
flows with videos and/or screenshots. This will avoid clarifying questions and speed up the
resolution process significantly.
.. image:: media/db-upgrade-production-assistance-details.png
:align: center
:alt: "Detailed Description" field in the support form on Odoo
.. warning::
If you choose *An issue related to my upgrade* as ticket type, the request will be redirected
to another team than the support one and will slow down the processing and response time.
.. _db-upgrade/faq:
FAQ
===
.. _db-upgrade/faq/why:
Why upgrade?
------------
* You benefit from the latest features of the :ref:`new major version
<db-upgrade/faq/release-notes>` released by Odoo.
* If you are in an :ref:`unsupported version <db-upgrade/supported-versions>`, you get a new version
with support.
.. _db-upgrade/faq/when:
When to upgrade?
----------------
Whenever you want. You can make your upgrade request as soon as a new version is released on our
`website form <https://upgrade.odoo.com>`_.
.. _db-upgrade/faq/availability:
Availability of the new version
-------------------------------
Please kindly note that as soon as we announce the release of a new major version (usually at the
end of year), the Upgrade Service team needs to adapt the upgrade scripts to it, which is why the
new version is not immediately available for existing databases.
.. _db-upgrade/faq/finalization:
Finalization of the upgrade (:abbr:`ETA (Estimated Time of Arrival)`)
---------------------------------------------------------------------
Unfortunately, it is impossible to give time estimates for every upgrade request. Odoo offers so
many possibilities (e.g. branding, workflows, customization, etc) that it can get tricky to upgrade,
and translate to the new structure. If you use multiple apps managing sensitive data (e.g.,
Accounting, Inventory, etc.), some cases may still require a human intervention, making the process
slower.
This is especially true during the first months following the release of a new major version, which
can significantly lengthen the upgrade delay.
In general, the smaller the database, the quickest the upgrade. A single-user database that uses
only CRM will be processed faster than a multi-company, multi-user database that uses Accounting,
Sales, Purchase, and Manufacturing.
So, in a nutshell, what can impact your upgrade lead time?
* Source & targeted versions
* Installed apps
* Volume of data
* Amount of customization (models, fields, methods, workflows, reports, website, etc.)
* Installation of new apps or configuration changes after the start of the test phase
Usually, the delays experienced during the first request (waiting time between the time you
submitted your first request for a test upgrade) can generally give you an idea of the time to wait
for the production request.
.. _db-upgrade/faq/custom-modules:
Upgrade of the custom modules
-----------------------------
As stated in our :doc:`/legal/terms/enterprise`, section :ref:`charges_standard`, this optional
service is subject to additional fees.
If you have a custom code, you can choose to have it upgraded by our services, by one of our
`partners <https://www.odoo.com/partners>`_ or you can do it yourself.
.. note:: |assistance-contact|
.. _db-upgrade/faq/editions-change:
Editions change (from Community to Enterprise)
----------------------------------------------
An upgrade does not cover a change of `Editions <https://www.odoo.com/page/editions>`_
.. note:: |assistance-contact|
.. _db-upgrade/faq/hosting-types-switch:
Switching the hosting types (Self-hosted vs Online vs Odoo.sh)
--------------------------------------------------------------
An upgrade does not cover a change of `Hosting types <https://www.odoo.com/page/hosting-types>`_.
Open the following link to get :doc:`more information about how to change your hosting type
<hosting_changes>`.
.. note:: |assistance-contact|
.. _db-upgrade/faq/release-notes:
Release Notes by version
------------------------
Open our `Release Note <https://www.odoo.com/page/release-notes>`_ page to get a summary of the new
features and improvements made in each version.
.. _db-upgrade/assistance:
Assistance
==========
.. _db-upgrade/contact:
Contact our Upgrade service support
-----------------------------------
Should you have any more questions about the upgrade, do not hesitate to send a message to `Odoo
Upgrade Team <mailto:upgrade@odoo.com>`_. We will be very pleased to answer it as soon as possible.
.. _db-upgrade/supported-versions:
Supported versions
------------------
Please note that Odoo provides support and bug fixing only for the three last major versions of Odoo.
This is a factor to take into consideration before upgrading. If you are on an older version, we
suggest you to prefer the most recent version to benefit from a longer support (before having to
upgrade again).
You can get more information about our :doc:`supported versions <supported_versions>`.

View File

@ -49,7 +49,7 @@ From Odoo.sh to Odoo Online
1. Uninstall all the **non-standard apps**: test it in a staging build first, then do it in your production build.
2. **If you have time constraints, contact us earlier to schedule the transfer.**
3. `Create a support ticket <https://www.odoo.com/help>`_ and attach the dump (if the file is too large, use any file transfer service and attach the link to your ticket). Also include your subscription number and the URL you want to use for your database (e.g.: my-company.odoo.com).
3. `Create a support ticket <https://www.odoo.com/help>`_ and include your subscription number and the URL you want to use for your database (e.g.: my-company.odoo.com).
4. We will make sure your database is compatible and upload it to our cloud. In case of technical issues, we will get in touch with you.
5. It's done!

View File

@ -1,9 +1,6 @@
.. _db_premise:
===============================
On-premises Database management
===============================
==============================
On-premise database management
==============================
Register a database
===================
@ -12,7 +9,7 @@ To register your database, you just need to enter your Subscription Code in the
banner in the App Switcher. Make sure you do not add extra spaces before or after
your subscription code. If the registration is successful, it will turn green and
will provide you with the Expiration Date of your freshly-registered database. You
can check this Epiration Date in the About menu (Odoo 9) or in the Settings Dashboard
can check this Expiration Date in the About menu (Odoo 9) or in the Settings Dashboard
(Odoo 10).
Registration Error Message
@ -21,7 +18,7 @@ Registration Error Message
If you are unable to register your database, you will likely encounter this
message:
.. image:: media/error_message_sub_code.png
.. 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
@ -44,14 +41,14 @@ Solutions
* You can unlink the old database yourself on your `Odoo Contract
<https://accounts.odoo.com/my/subscription>`__ with the button "Unlink database"
.. image:: media/unlink_single_db.png
.. 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:: media/unlink_confirm_enterprise_edition.png
.. image:: on_premise/unlink_confirm_enterprise_edition.png
:align: center
@ -65,7 +62,7 @@ Solutions
<https://accounts.odoo.com/my/subscription>`__, a short message will appear
specifying which database is problematic:
.. image:: media/unlink_db_name_collision.png
.. image:: on_premise/unlink_db_name_collision.png
:align: center
@ -96,7 +93,7 @@ Error message due to too many users
If you have more users in your local database than provisionned in your
Odoo Enterprise subscription, you may encounter this message:
.. image:: media/add_more_users.png
.. 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
@ -125,7 +122,7 @@ Database expired error message
If your database reaches its expiration date before your renew your subscription,
you will encounter this message:
.. image:: media/database_expired.png
.. image:: on_premise/database_expired.png
:align: center
:alt: This database has expired.
@ -157,7 +154,7 @@ You can duplicate your database by accessing the database manager on your
server (<odoo-server>/web/database/manager). In this page, you can easily
duplicate your database (among other things).
.. image:: media/db_manager.gif
.. image:: on_premise/db_manager.gif
:align: center
@ -175,5 +172,5 @@ System Parameters`, we advise you to use a `uuid generator <https://www.uuidtool
use the unix command ``uuidgen`` to generate a new uuid. You can then simply replace it like any
other record by clicking on it and using the edit button.
.. image:: media/db_uuid.png
.. image:: on_premise/db_uuid.png
:align: center

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@ -0,0 +1,155 @@
=================================
Online (SaaS) database management
=================================
To manage a database, sign in to https://www.odoo.com and access the `database management page
<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on *My Databases*.
.. image:: online/my-databases.png
:align: center
:alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
.. note::
Make sure you are connected as the administrator of the database you want to manage.
.. image:: online/dropdown-menu.png
:align: right
:alt: Clicking on the gear icon opens the drop-down menu.
Open the drop-down menu next to the database you want to manage by clicking on the gear icon.
Several actions are available:
- :ref:`online/upgrade`
- :ref:`online/duplicate`
- :ref:`online/rename`
- :ref:`online/download`
- :ref:`online/domains`
- :ref:`online/tags`
- :ref:`online/delete`
- :ref:`online/contact-support`
- :ref:`online/users`
.. _online/upgrade:
Upgrade
=======
If you are *not* on the latest **Online version**, you should receive an invitation to :doc:`upgrade
<../upgrade/process>` your database. A **Rolling Release button** on your database's main screen
proposes an upgrade to the latest version (e.g., 13.0 to 15.1).
.. important::
- | **If your Odoo database's version is lower than the latest major release:**
| You must upgrade your database within two months. After these two months, an automatic
upgrade is initiated.
- | **If your Odoo database's version is equal to or higher than the latest major release:**
| You can disregard the invitation to upgrade as you probably wouldn't benefit from new
features every two months.
.. note::
Versions that are not supported anymore become deprecated and need to be updated to avoid
security issues. We recommend you initiate the upgrade of the database yourself, as this method
allows you to request a test upgrade of your database to check for any discrepancies.
.. seealso::
- :doc:`../upgrade/process`
- :doc:`supported_versions`
.. _online/duplicate:
Duplicate
=========
Make an exact copy of the database to be able to perform testing without compromising the daily
operations.
.. important::
- By checking *For testing purposes*, all external communication (emails, payments, delivery
orders, etc.) are disabled by default on the duplicated database.
- Duplicate databases expire automatically after 15 days.
.. _online/rename:
Rename
======
Rename the database and its URL.
.. _online/download:
Download
========
Download instantly a ZIP file with a backup of the database.
.. note::
Databases are backed up daily according to the `Odoo Cloud SLA
<https://www.odoo.com/cloud-sla>`_.
.. _online/domains:
Domains
=======
Configure custom domains to access the database via another URL.
.. seealso::
- :doc:`/applications/websites/website/publish/domain_name`
.. _online/tags:
Tags
====
Add tags to sort your databases out. You can search the tags in the search bar.
.. _online/delete:
Delete
======
Delete a database instantly.
.. danger::
Deleting a database means that all data is permanently lost. The deletion is instant and for all
users. It is recommended to create a backup of the database before deleting it.
Read carefully the warning message that pops up and proceed only if you fully understand the
implications of deleting a database:
.. image:: online/delete.png
:align: center
:alt: A warning message is prompted before deleting a database.
.. note::
- Only an administrator can delete a database.
- The database name is immediately available for a new database.
- It is not possible to delete a database if it is expired or linked to a subscription. If
needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
- To delete your account, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
.. _online/contact-support:
Contact Support
===============
Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
pre-filled.
.. _online/users:
Invite / Remove Users
=====================
To invite users, fill out the email address of the new user and click on *Invite*. To add multiple
users, click on *Add more users*.
.. image:: online/invite-users.png
:align: center
:alt: Clicking on "Add more users" adds additional email fields.
To remove users, select the users to remove and click on *Remove*.
.. seealso::
- :doc:`/applications/general/users/manage_users`

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@ -5,13 +5,16 @@
Supported versions
==================
Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
Users hosted on **Odoo Online** may use intermediary versions (sometimes called *SaaS versions*) that are
supported as well. These versions are not published for Odoo.sh or On-Premise
installations.
.. note::
Odoo releases intermediary versions called **Online versions** on the :doc:`Odoo Online <online>`
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/process>` them
regularly.
- Online versions are *not* released for Odoo.sh and On-Premise installations.
- Online versions are listed below as *SaaS*.
What's the support status of my Odoo?
=====================================
@ -20,36 +23,39 @@ This matrix shows the support status of every version.
**Major releases are in bold type.**
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| | Odoo Online | Odoo.sh | On-Premise | Release date | |
+====================+=============+==========+==============+================+==============================================+
| **Odoo 14.0** | |green| | |green| | |green| | October 2020 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| **Odoo 13.0** | |green| | |green| | |green| | October 2019 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| Odoo 12.saas~3 | |green| | N/A | N/A | August 2019 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| **Odoo 12.0** | |green| | |green| | |green| | October 2018 | *End-of-support is planned for October 2021* |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| Odoo 11.saas~3 | |orange| | N/A | N/A | April 2018 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| **Odoo 11.0** | |orange| | |orange| | |red| | October 2017 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| Odoo 10.saas~15 | |orange| | N/A | N/A | March 2017 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| Odoo 10.saas~14 | |orange| | N/A | N/A | January 2017 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| **Odoo 10.0** | |orange| | |orange| | |red| | October 2016 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| Odoo 9.saas~11 | |orange| | N/A | N/A | May 2016 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| **Odoo 9.0** | |orange| | N/A | |red| | October 2015 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| Odoo 8.saas~6 | |orange| | N/A | N/A | February 2015 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
| **Odoo 8.0** | |orange| | N/A | |red| | September 2014 | |
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
+-----------------+-------------+----------+-------------+----------------+------------------------+
| | Odoo Online | Odoo.sh | On-Premise | Release date | End of support |
+=================+=============+==========+=============+================+========================+
| Odoo 15.saas~1 | |green| | N/A | N/A | February 2022 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 15.0** | |green| | |green| | |green| | October 2021 | October 2024 (planned) |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 14.0** | |green| | |green| | |green| | October 2020 | October 2023 (planned) |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 13.0** | |green| | |green| | |green| | October 2019 | October 2022 (planned) |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 12.saas~3 | |red| | N/A | N/A | August 2019 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 12.0** | |red| | |red| | |red| | October 2018 | October 2021 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 11.saas~3 | |red| | N/A | N/A | April 2018 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 11.0** | |red| | |red| | |red| | October 2017 | October 2020 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 10.saas~15 | |red| | N/A | N/A | March 2017 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 10.saas~14 | |red| | N/A | N/A | January 2017 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 10.0** | |red| | |red| | |red| | October 2016 | October 2019 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 9.saas~11 | |red| | N/A | N/A | May 2016 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 9.0** | |red| | N/A | |red| | October 2015 | October 2018 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 8.saas~6 | |red| | N/A | N/A | February 2015 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 8.0** | |red| | N/A | |red| | September 2014 | October 2017 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
.. note::
@ -59,10 +65,10 @@ This matrix shows the support status of every version.
N/A Never released for this platform
|orange| Some of our older customers may still run this version on our Odoo Online servers, we provide help only on blocking issues and advise you to upgrade.
🏁 Future version, not released yet
.. This is an awful way to display colored circles but "Large Green Circle Emoji" was only released
in 2019 (see https://unicode-table.com/en/1F7E2/). Let's wait a few more years...
.. |green| image:: data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMzIuMTkgMjMyLjE5Ij48Y2lyY2xlIGN4PSIxMTYuMDkiIGN5PSIxMTYuMDkiIHI9IjExNi4wOSIgc3R5bGU9ImZpbGw6IzAwYTcwMCIvPjwvc3ZnPg==
:width: 15
@ -70,9 +76,6 @@ This matrix shows the support status of every version.
.. |red| image:: data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMzIuMTkgMjMyLjE5Ij48Y2lyY2xlIGN4PSIxMTYuMDkiIGN5PSIxMTYuMDkiIHI9IjExNi4wOSIgc3R5bGU9ImZpbGw6I2QwMDAwMCIvPjwvc3ZnPg==
:width: 15
.. |orange| image:: data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMzIuMTkgMjMyLjE5Ij48Y2lyY2xlIGN4PSIxMTYuMDkiIGN5PSIxMTYuMDkiIHI9IjExNi4wOSIgc3R5bGU9ImZpbGw6I2ZmYTcwMCIvPjwvc3ZnPg==
:width: 15
I run an older version of Odoo/OpenERP/TinyERP
==============================================

View File

@ -9,5 +9,4 @@ Advanced
advanced/containers
advanced/submodules
advanced/upgrade_your_database
advanced/frequent_technical_questions

View File

@ -213,6 +213,8 @@ This link contains various monitoring metrics of the current build.
You can zoom, change the time range or select a specific metric on each graph.
On the graphs, annotations help you relate to changes on the build (database import, git push, etc...).
.. _odoosh/logs:
Logs
----
A viewer to have a look to your server logs.
@ -382,7 +384,9 @@ we are considering the feature if there is enough demand.
In case the domain of your users email addresses use SPF (Sender Policy Framework) or DKIM
(DomainKeys Identified Mail), don't forget to authorize Odoo as a sending host in your domain name
settings to increase the deliverability of your outgoing emails.
The configuration steps are explained in the :ref:`Discuss app documentation <discuss-email_servers-spf-compliant>`.
The configuration steps are explained in the documentation about :ref:`SPF
<email_communication/spf_compliant>` and :ref:`DKIM <email_communication/dkim_compliant>`.
.. Warning::
Forgetting to configure your SPF or DKIM to authorize Odoo as a sending host can lead to the

View File

@ -184,4 +184,4 @@ 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 :ref:`database registration documentation <db_premise>` for instructions.
Read the :doc:`database registration documentation <../../maintain/on_premise>` for instructions.

View File

@ -0,0 +1,12 @@
:nosearch:
=======
Upgrade
=======
.. toctree::
upgrade/process
upgrade/odoo_sh
upgrade/service_level
upgrade/faq

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@ -0,0 +1,171 @@
.. |assistance-contact| replace::
If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
our `Sales department`_.
.. _Sales department: mailto:sales@odoo.com
===
FAQ
===
.. _upgrade-faq/why:
Why upgrade
===========
* You benefit from the latest features of the :ref:`new major version
<upgrade-faq/release-notes>` released by Odoo.
* If you are in an :ref:`unsupported version <upgrade/supported-versions>`, you get a new version
with support.
.. _upgrade-faq/when:
When to upgrade
===============
Whenever you want. You can make your upgrade request as soon as a new version is released or when
your version turns unsupported, and you still wish to enjoy support.
.. _upgrade-faq/availability:
Availability of the new version
===============================
As soon as Odoo announces the release of a new major version, you can create a test upgrade request
to try the latest version. Please note that at this point, the upgrade scripts will only have been
tested with demo data. Please report any issue you might encounter while testing via the `Odoo
Support page <https://www.odoo.com/help>`_ and make sure to be happy with your test version before
requesting the upgrade of your database in production.
.. _upgrade-faq/duration:
Duration of the upgrade
=======================
It is impossible to give time estimates for every upgrade request.
In general, the "smaller" the database, the quickest the upgrade request is completed. A single-user
database that uses only CRM will be processed faster than a multi-company, multi-user database that
uses Accounting, Sales, Purchase, and Manufacturing.
You can expect the time it takes for the platform to upgrade the test database will be similar to
the production upgrade.
.. _upgrade-faq/project:
The upgrade project
===================
It depends on the user involvement (the time spent on testing, reporting problems, etc.) and the
issues encountered that might need to be addressed by our technical team.
So, in a nutshell, what can impact your upgrade lead time?
* Source & targeted versions
* Installed apps
* Volume of data
* Amount of customization (models, fields, methods, workflows, reports, website, etc.)
* Installation of new apps or configuration changes after the start of the test phase
* User commitment
.. _upgrade-faq/custom-modules:
Upgrade of the custom modules
=============================
As stated in our :doc:`/legal/terms/enterprise`, section :ref:`charges_standard`, this optional
service is subject to additional fees.
Depending on your situation, the custom code could be upgraded by our services, by one of our
partners, or you can do it yourself.
.. note:: |assistance-contact|
.. _upgrade-faq/editions-change:
Editions change (from Community to Enterprise)
==============================================
The upgrade always returns an Enterprise edition of Odoo, whether the database you sent was a
community or enterprise edition. It is required to have an enterprise subscription to upgrade.
.. note:: |assistance-contact|
.. seealso::
- `Editions <https://www.odoo.com/page/editions>`_
.. _upgrade-faq/hosting-types-switch:
Switching the hosting types (Self-Hosting vs. Online Hosting - SaaS vs. Cloud Platform - Odoo.sh)
=================================================================================================
An upgrade does not cover a change of `Hosting types <https://www.odoo.com/page/hosting-types>`_.
Open the following link to get :doc:`more information about how to change your hosting type
<../maintain/hosting_changes>`.
.. note:: |assistance-contact|
.. _upgrade-faq/release-notes:
Release Notes by version
========================
Open our `Release Note <https://www.odoo.com/page/release-notes>`_ page to get a summary of the new
features and improvements made in each version.
How long is my test available for
---------------------------------
An Odoo Online (SaaS) test database is available for one month by default. We can extend this trial
period upon request. For Odoo.sh or on-premise, there is no restriction.
How many tests to perform before upgrading to production?
---------------------------------------------------------
As many as needed. When you are comfortable with the database, run a last test upgrade 48 hours
before requesting your production upgrade and test your workflows one last time.
How to/Where to report upgrade issues?
--------------------------------------
If you encounter issues during the upgrade process, please contact the Odoo Support through the
`Odoo Support page <https://www.odoo.com/help>`_
- To report an issue discovered during the testing phase, please select **An issue related to my
upgrade (test phase)**.
- To report an issue discovered post-upgrade, please select **An issue related to my upgrade
(production)**
Upgrading to production
-----------------------
Once you have completed testing and are happy with the result, you decide on a date and time when
you stop users from accessing Odoo, freeze all data entries, and create an upgrade request for the
production upgrade.
How is my data handled in the Upgrade Platform?
-----------------------------------------------
The Odoo Upgrade platform uses the same Privacy Policy as the rest of Odoo.com services.
Your data is hosted on servers that follow our security guidelines, namely:
- SSL - All web connections to client instances are protected with 256-bit SSL encryption
(HTTPS with a 2048-bit modulus SSL certificate), and running behind Grade A SSL stacks. All our
certificate chains are using SHA-2 already.
- Safe System - Our servers are running recent Linux distribution with up-to-date security patches,
with firewall and intrusion countermeasures (not disclosed for obvious reasons).
Servers are located at the same locations as our Cloud providers with the following services:
- Restricted perimeter, physically accessed by authorized data center employees only
- Physical access control with security badges or biometrical security
- Security cameras monitoring the data center locations 24/7
- Security personnel on-site 24/7
The uploaded and migrated databases uploaded to the Upgrade platform are kept for up to 3 months and
are permanently deleted following that period.
You can learn more about privacy and data handling at Odoo by visiting our `General Data Protection
Regulation page <https://www.odoo.com/gdpr>`_.

View File

@ -1,9 +1,7 @@
=====================
Upgrade your database
=====================
.. _odoosh-advanced-upgrade_your_database:
=======================
Odoo.sh version upgrade
=======================
Download and Upload your database
=================================

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@ -0,0 +1,256 @@
.. |assistance-contact| replace::
If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
our `Sales department`_.
.. _Sales department: mailto:sales@odoo.com
===============
Upgrade process
===============
.. _upgrade/overview:
Overview
========
An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo 15.0).
An upgrade does not cover:
* Changing :ref:`editions <upgrade-faq/editions-change>` (i.e., Community to Enterprise edition)
* Switching :ref:`hosting type <upgrade-faq/hosting-types-switch>` (i.e., On-Premise to Online or
Odoo.sh)
* Migration from another ERP to Odoo
.. note:: |assistance-contact|
.. _upgrade/process-workflow:
Process workflow
----------------
The upgrade process in a nutshell:
#. You create a test upgrade request.
#. | Odoo processes the request:
| This happens via an automated process that runs the database through an upgrade script and
takes between 20 and 120 minutes. Only if an issue(s) arises will we have to intervene
manually and adjust the script specifically to your database until the upgrade succeeds.
#. Odoo delivers a test database.
#. You test your database for possible discrepancies (see :ref:`upgrade/test-guidance`)
#. If there are any discrepancies, you report them to the Upgrade support team via the help portal
(see :ref:`upgrade/test-assistance`).
#. We will fix the issues and send you a new test database.
#. Once you have completed the testing and are happy with the result, you decide on a date and time
when you stop users from accessing Odoo, freeze all data entries, and create an upgrade request
for the production upgrade.
#. Odoo delivers the production database through the automated process.
#. You restore it in your Production environment a few short hours later and continue working on the
newly upgraded database (this is done automatically on SaaS).
.. _upgrade/get-started:
Get started
===========
The upgrade process varies depending on where your database is hosted.
.. _upgrade/online:
Online Hosting (SaaS)
---------------------
The upgrade request is made via your `database manager <https://www.odoo.com/my/databases>`_.
.. image:: process/online-access-databases.png
:align: center
:alt: Click on the profile button then on "My Databases"
.. image:: process/online-upgrade-button.png
:align: center
:alt: Click on the settings button next to your database, then on "Upgrade"
.. _upgrade/odoo-sh:
Cloud Platform (Odoo.sh)
------------------------
:doc:`odoo_sh`
.. _upgrade/on-premise:
Self-Hosting (On-Premise)
-------------------------
There are two possibilities:
#. Via `Odoo Upgrade service <https://upgrade.odoo.com>`_
#. | For technically advanced users and partners, via the following command line on the machine
where your database is hosted:
| ``python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t <target
version>``
The above command will dump your database to a file, send it to the upgrade platform for an upgrade,
display you the live logs, and restore the upgraded database back on your server as a duplicate test
database.
.. _upgrade/testing-phase:
Testing Phase (pre-production phase)
====================================
This phase allows you to review an upgraded version of your database without affecting your
production database in any way.
We suggest that you run the test upgrade process at least once, but you can do it as many times as
you need (one at a time).
Once you receive your upgraded test database, check that all data, processes, and functionality are
still correct and working as expected.
If you do find discrepancies, report your issues (see :ref:`upgrade/test-assistance`) and request
a new test database (see :ref:`upgrade/test-db-request`) when the reported issues are fixed in
the upgrade script.
If you do not find any discrepancies, you'll be able to move on to the upgrade of your
:ref:`production database <upgrade/production-live>`.
.. _upgrade/test-db-request:
Request a test database
-----------------------
When filling the `website form <https://upgrade.odoo.com>`_, select *Testing* purpose.
.. image:: process/test-purpose.png
:align: center
:alt: Selection of the "Testing" purpose in the upgrade form on Odoo
.. _upgrade/test-guidance:
Test guidance
-------------
Every business and organization has its own operational needs and has to test its specific Odoo
instance respectively. We recommend you look at `the test scenario
<https://docs.google.com/document/d/1ypNs7JKPOsjNbKpdiKFH7Al6g6whZ9jr7f7duAQ5E1w/>` for further
information.
.. todo:: change link "test scenario" once the related doc is published
.. _upgrade/test-assistance:
Assistance
----------
If you encounter an issue in the **test database**, please get in touch with Odoo Upgrade Support
via the `Odoo Support page <https://www.odoo.com/help>`_.
Under the *Ticket Description* section, select *An issue related to my upgrade* ticket type.
.. image:: process/test-assistance.png
:align: center
:alt: Selection of "An issue related to my upgrade" as Ticket Type in the support form on Odoo
.. warning::
If you choose another *Ticket Description* type, the request will be redirected to another
team. This will slow down the processing and response time.
Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
This will avoid clarifying questions and speed up the resolution process significantly.
.. image:: process/test-assistance-details.png
:align: center
:alt: "Detailed Description" field in the support form on Odoo
.. note::
* The purpose of the test phase is not to correct existing data or configurations in your
database.
* |assistance-contact|
.. _upgrade/steps-production:
The production launch
---------------------
.. _upgrade/production-live:
Production goes live
~~~~~~~~~~~~~~~~~~~~
The production upgrade request is when you decide to upgrade your current database with all your
production data (invoices, VAT returns, inventories, current orders) to a new version of your
choice.
After your :ref:`tests <upgrade/testing-phase>` are completed to your satisfaction, submit the
request to upgrade your production database via our `website form <https://upgrade.odoo.com>`_.
Select *Production* purpose.
.. image:: process/production-purpose.png
:align: center
:alt: Selection of the "Production" purpose in the upgrade form on Odoo
.. danger::
Going into production without first testing may lead to:
- business interruptions (e.g., no longer having the possibility to validate an action)
- poor customer experiences (e.g., an eCommerce website that does not work correctly)
.. _upgrade/production-assistance:
Assistance
~~~~~~~~~~
If you encounter issues or problems in the **production database**, please get in touch with **Odoo
Support**:
#. Connect to our `Odoo Support page <https://www.odoo.com/help>`_.
#. Under the *Ticket Description* section, select the appropriate type related to your issue but
**do not select** the option *An issue related to my upgrade*.
.. note::
After upgrading to production, the support will be provided by the Support team instead of the
Upgrade team.
#. Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
This will avoid clarifying questions and speed up the resolution process significantly.
.. image:: process/production-assistance-details.png
:align: center
:alt: "Detailed Description" field in the support form on Odoo
.. warning::
If you choose *An issue related to my upgrade* as ticket type, the request will be redirected
to another team than the support one and will slow down the processing and response time.
.. _upgrade/assistance:
Assistance
==========
.. _upgrade/contact:
Contact our Upgrade service support
-----------------------------------
Should you have any more questions about the upgrade, do not hesitate to send a message to `Odoo
Upgrade Team <mailto:upgrade@odoo.com>`_. We will be happy to answer it as soon as possible.
.. _upgrade/supported-versions:
Supported versions
------------------
Please note that Odoo provides support and bug fixing only for the three last major versions of
Odoo.
This is a factor to take into consideration before upgrading. If you are on an older version, we
suggest you to prefer the most recent version to benefit from longer support (before having to
upgrade again).
You can get more information about our :doc:`supported versions <../maintain/supported_versions>`.
.. seealso::
- :doc:`faq`
- :doc:`odoo_sh`
- :doc:`service_level`
- :doc:`../maintain/supported_versions`

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@ -0,0 +1,37 @@
.. |assistance-contact| replace::
If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
our `Sales department`_.
.. _Sales department: mailto:sales@odoo.com
=======================
Service Level Agreement
=======================
What is covered by the Enterprise Licence?
==========================================
Databases hosted on Odoos Cloud platforms (Saas and Odoo.sh) or On-Premise (Self-Hosting) enjoy the
following service at all times.
The upgrade of:
* standard applications
* Studio customization (as long as the Studio app is still active)
* customizations done by our consulting and developer services *if* they are covered by a
Maintenance of Customisations subscription
The Upgrade Service is limited to your database's technical conversion and adaptation (standard
modules and data) to make it compatible with the targeted version.
What upgrading does NOT cover
=============================
* The cleaning of pre-existing data & configuration while upgrading
* Any new developments and/or upgrades of your own :ref:`custom modules
<upgrade-faq/custom-modules>`
* `Training <https://www.odoo.com/learn>`_ on the latest version
You can get more information about your Enterprise Licence on our :ref:`Odoo Enterprise Subscription
Agreement <upgrade>` page.
.. note:: |assistance-contact|

View File

@ -10,3 +10,4 @@ Finance
finance/accounting
finance/expenses
finance/sign
finance/payment_acquirers

View File

@ -59,7 +59,7 @@ look for the *Colombian Electronic Invoice* section.
Using the Testing mode it is possible to connect with a Carvajal T&S
testing environment. This allows users to test the complete workflow
and integration with the CEN Financiero portal, which is accessible
here: https://cenfinancierolab.cen.biz
here: https://cenflab.cen.biz/site/
Once that Odoo and Carvajal T&S is fully configured and ready for
production the testing environment can be disabled.

View File

@ -57,12 +57,11 @@ Configuración de las credenciales del Servicio Web de Carvajal T&S
La funcionalidad de pruebas le permite conectarse e interactuar con el
ambiente piloto de Carvajal T&S, esto permite a los usuarios probar el
flujo completo y la integración con el Portal Financiero CEN, al cual
se accede a través de la siguiente liga: `Cenfinanciero <https://cenfinancierolab.cen.biz>`_.
se accede a través de la siguiente liga: `Cenfinanciero <https://cenflab.cen.biz/site/>`_.
Una vez que el ambiente de producción está listo en Odoo y en Carvajal
T&S el ambiente de pruebas debe ser deshabilitado para poder enviar la
información al ambiente de producción de Carvajal, para el cual es
utilizada la siguiente URL: `Cenfinanciero <https://cenfinancierolab.cen.biz>`_.
información al ambiente de producción de Carvajal.
Configuración de Información para PDF

View File

@ -25,8 +25,7 @@ elettronica sono i seguenti:
di posta elettronica certificata sono fornite dal tuo fornitore o dal
Ministero. Lo stesso server deve essere configurato come server che
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
può consultare la relativa :doc:`guida
</applications/productivity/discuss/advanced/email_servers>`.
può consultare la relativa :doc:`guida </applications/general/email_communication/email_servers>`.
- Indirizzo PEC dellAzienda, tale indirizzo deve essere lo stesso
registrato presso lAgenzia delle Entrate per lutilizzo dei servizi

View File

@ -17,7 +17,7 @@ Configuration
Make sure your :ref:`Payment Acquirers are correctly configured <payment_acquirers/configuration>`.
.. note::
By default, ":doc:`Wire Transfer </applications/general/payment_acquirers/wire_transfer>`" is the only
By default, ":doc:`Wire Transfer </applications/finance/payment_acquirers/wire_transfer>`" is the only
Payment Acquirer activated, but you still have to fill out the payment details.
To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration -->
@ -42,4 +42,4 @@ They can choose which Payment Acquirer to use by clicking on *Pay Now*.
.. seealso::
- :doc:`/applications/general/payment_acquirers`
- :doc:`/applications/finance/payment_acquirers`

View File

@ -7,4 +7,5 @@ Declarations
.. toctree::
:titlesonly:
declarations/tax_returns
declarations/tax_returns
declarations/intrastat

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@ -0,0 +1,29 @@
=========
Intrastat
=========
**Intrastat** is the system for data collection and statistic production of goods traded among the
EU Member States. Organizations whose annual trade surpasses a certain threshold must provide data
about the goods traded with other EU countries.
.. seealso::
- `Eurostat Statistics Explained - Glossary: Intrastat
<https://ec.europa.eu/eurostat/statistics-explained/index.php?title=Glossary:Intrastat>`_
.. note::
As of January 1, 2022, the reporting requirements have changed. One main modification concerns
the transaction codes which are now switching to a 2-digits format. All transactions recorded
after this date have to follow the new systems rules.
Configuration
=============
Go to :menuselection:`Accounting --> Settings --> Customer Invoices`, then enable **Intrastat** and
*Save*. Once the Intrastat has been activated you are able to choose the **Default incoterm**.
.. important::
If you created your Odoo database prior to **January 13, 2022**, please :ref:`upgrade
<general/upgrade>` the ``account_intrastat`` module to add the new transaction codes and
:ref:`install <general/install>` the ``account_intrastat_expiry`` module to archive the old
codes.

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@ -8,7 +8,6 @@ countries :
- **Balance Sheet**
- **Profit and Loss**
- **Chart of Account**
- **Executive Summary**
- **General Ledger**
- **Aged Payable**
@ -45,14 +44,6 @@ report period.
.. image:: media/main_reports10.png
:align: center
Chart of account
----------------
A listing of all your accounts grouped by class.
.. image:: media/main_reports08.png
:align: center
Executive Summary
-----------------

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@ -43,6 +43,52 @@ In Odoo
and the zip code). Go to :menuselection:`Settings --> Users & Companies --> Companies`
to open and edit your Company record.
Automatically post taxes to the correct Tax Payable account
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
* For each one of your companies that uses TaxCloud, it might be necessary to create a
**User-Defined Default** so that the new taxes generated by the TaxCloud integration are created
with the correct Tax Payable account:
.. warning::
A User-Defined Default impacts all records at creation. It means that **every** new tax will be
set up to record income in the specified Tax Payable account, unless the tax is manually edited
to specify a different income account (or there exists another User-Defined Default that takes
precedence).
* In :menuselection:`Accounting --> Configuration --> Chart of Accounts`, select the Tax Payable
account for the company. Take note of the account's ``id`` in the URL string.
.. image:: taxcloud/user-default-find-account-id.png
:alt: The account's ID can be found in the URL string as 'id=...'.
:align: center
* Activate the :ref:`developer mode <developer-mode>`, then go to
:menuselection:`Settings --> Technical --> Actions --> User-Defined Defaults`, and
click on *Create*.
* Click on *Field*, then, in the drop-down menu, on *Search More*.
.. image:: taxcloud/user-default-search-field.png
:alt: Click on 'Search More' in the 'Field' drop-down menu.
:align: center
* In the pop-up's search box, filter on the model ``tax.repartition.line`` and the field ``account``.
Select the ``account`` field of the ``tax.repartition.line`` model.
.. image:: taxcloud/user-default-select-field.png
:alt: Select the 'account' field of the 'tax.repartition.line' model.
:align: center
* In the **Default Value** field, enter the ID of the company's Tax Payable account.
Select the company for which this configuration should apply in the *Company* field.
Click *Save*.
.. image:: taxcloud/user-default-enter-default-account-id.png
:alt: Enter the ID of the company's Tax Payable account.
:align: center
How it works
============

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@ -21,7 +21,7 @@ Otherwise keep the cost at 0.0 and employees will report the real cost per expen
.. image:: expenses/product.png
:align: center
Here are some examples to configure:
Here are some examples:
* Restaurant:
@ -45,7 +45,7 @@ That way, employees report expenses with
prices including taxes, which is usually the expected behaviour.
.. tip::
The *Sales* app allows you to specify unit of measures for your
The *Sales* app allows you to specify units of measure for your
expense types (units, miles, nights, etc.).
Go to :menuselection:`Sales --> Configuration --> Settings` and check
*Some products may be sold/purchased in different units of measure (advanced)*.
@ -181,10 +181,10 @@ Setup
- Go to the product configuration menu and set the invoicing method on
all your Expense types:
- Ordered quantities : it will invoice expenses based on the ordered
- Ordered quantities: it will invoice expenses based on the ordered
quantity
- Delivered quantities :it will invoice expenses based on the
- Delivered quantities: it will invoice expenses based on the
expenses quantity
- At cost: will invoice expenses at their real cost.
@ -231,4 +231,4 @@ lines. Such items show up in blue (i.e. to invoice).
.. image:: expenses/invoicing_04.png
:align: center
e (i.e. to invoice).
e (i.e. to invoice).

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@ -1,5 +1,3 @@
:show-content:
====
Sign
====
@ -11,6 +9,9 @@ filled out with the user's detail if they are logged in.
.. seealso::
- `Odoo Sign: product page <https://www.odoo.com/app/sign>`_
- `Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
.. _sign/validity:
Validity of electronic signatures
=================================
@ -68,6 +69,53 @@ Overall, to be recognized as valid, electronic signatures have to meet five crit
.. note::
The information provided here does not constitute legal advice; it is provided for general
informational purposes only. As laws governing electronic signatures evolve rapidly, we cannot
guarantee that the information is up to date. We advise you to should contact a local attorney to
obtain legal advice.
informational purposes only. As laws governing electronic signatures rapidly evolve, we cannot
guarantee whether all information is up to date or not. We advise contacting a local attorney for
legal advice regarding electronic signature compliance and validity.
.. _sign/field-types:
Field Types
===========
By configuring your own *Field Types*, also known as *Signature Item Types*, you can make the
signing process even faster for your customers, partners, and employees.
To create and customize fields, activate the :ref:`developer mode <developer-mode>`. Then head to
:menuselection:`Documents --> Configuration --> Field Types` and click on *Create*.
After giving your new field a name, select one of the six *Types* available:
- **Signature**: users are prompted to enter their signature either by drawing it, automatically
generating one based on their name, or uploading a local file (usually an image). Each subsequent
*Signature* field then reuses the data entered in the first field.
- **Initial**: users are prompted to enter their initials, in a similar way to the *Signature*
field.
- **Text**: users enter text on a single line.
- **Multiline Text**: users enter text on multiple lines.
- **Checkbox**: users can tick a box (e.g.,to mark their approval or consent).
- **Selection**: users choose a single option from a variety of options.
Next, you have the option to auto-complete fields for users based on their Odoo profile information
by using *Automatic Partner Field*. To this end, the *Name*, *Email*, *Phone*, and *Company* fields
are preconfigured in your database.
.. note::
Users can freely edit auto-completed fields.
.. image:: sign/field-example.png
:align: center
:alt: Company field example in Odoo Sign
You can then change the size of the field by editing the *Default Width* and *Default Height*. Both
sizes are defined as a percentage of the full-page expressed as a decimal, with 1 equalling the
full-page's width or height. By default, the width of new fields you create is set to 15% (0.150)
of a full-page's width, while their height is set to 1.5% (0.015) of a full-page's height.
Next, write a *Tip*. Tips are displayed inside arrows on the left-hand side of the user's screen
during the signing process. You can also use a *Placeholder* text to be displayed inside the field
before it is completed.
.. image:: sign/tip-placeholder.png
:align: center
:alt: Tip and placeholder example in Odoo Sign

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