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80 Commits

Author SHA1 Message Date
Fabrice Henrion
d2d9e80f05 [IMP] payment acquirers: a note in Authorize.net
X-original-commit: df10f17c3e
2022-05-12 13:22:17 +02:00
Laurent Desausoi (lade)
75cf0a88dc [IMP] sale_management: remove price_unit from quotation template
Companion of [1].

[1]: https://github.com/odoo/odoo/pull/47186

opw-2824263

closes odoo/documentation#1978

X-original-commit: f6bf1183db
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Desausoi Laurent (lade) <lade@odoo.com>
2022-05-10 16:12:47 +02:00
Antoine Vandevenne (anv)
beaa5afd9f [FIX] conf: allow building the documentation with Python 3.6.
Commit 3d358fdb introduced a new import of Odoo source files which
complain about the minimal Python version if the hack added by 57e1e314
is not executed early enough.

closes odoo/documentation#1971

X-original-commit: 557b261e01
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-09 16:13:54 +02:00
Demesmaeker
5e0f64edcd [IMP] amazon: explain how to use a carrier
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

closes odoo/documentation#1965

X-original-commit: 3231d20d92
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-09 13:19:09 +02:00
Tori (vpk)
0ef18f4d90 [IMP] CRM: update multiple sales teams doc
closes odoo/documentation#1961

Task: 2588786
X-original-commit: 98f306eca5
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-09 12:19:03 +02:00
wan
9db567159d [REF] i18n/localization.rst: rework the entire localization tutorial
closes odoo/documentation#1956

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Co-authored-by: William Andre <wan@odoo.com>
Co-authored-by: Ivan Yelizariev <iel@odoo.com>
2022-05-09 12:19:00 +02:00
wan
e00b5e35c7 [ADD] extension: allow to build graphs using graphviz
Part-of: odoo/documentation#1956
2022-05-09 12:19:00 +02:00
wan
16afaf6fa7 [ADD] extensions: new autofield directive
This new directive is generating documentation from Odoo fields. This
can be used to build documentation about business classes.
This will help developpers import/export data and build localization
modules for instance.

Part-of: odoo/documentation#1956
2022-05-09 12:19:00 +02:00
wan
a514c905c0 [ADD] conf: give relative and absolute path to odoo repo
Also add a condition on some directives to ignore them when we have no
relative/absolute path.

Part-of: odoo/documentation#1956
2022-05-09 12:19:00 +02:00
Jeremy Kersten
496a28400b [IMP] odoo_theme: allow to add plausible script
export PLAUSIBLE_SCRIPT=https://plausible.io/js/script.js
export PLAUSIBLE_DOMAIN=yourdomain.com

closes odoo/documentation#1953

X-original-commit: 4c526eb02f
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Jérémy Kersten <jke@odoo.com>
2022-05-09 11:16:57 +02:00
Zachary Straub (ZST)
382e296e13 [ADD] accounting: avatax integration
closes odoo/documentation#1944

X-original-commit: 093aea15ec
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-09 08:25:23 +02:00
Jonathan Castillo (jcs)
3feb4678b4 [IMP] install/maintain: add seealso links in domain names doc
closes odoo/documentation#1936

X-original-commit: d7da800674
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-05-06 16:19:53 +02:00
Altela Eleviansyah Pramardhika
28dde5dcbe [FW][FIX] developer/howtos: missing parentheses in print statement
Added parentheses in a print function

closes odoo/documentation#1929

Forward-port-of: odoo/documentation#1923
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2022-05-06 13:14:55 +02:00
Jonathan Castillo (jcs)
992ead9e0a [IMP] contributing: modify titles and headings guidelines
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

closes odoo/documentation#1920

X-original-commit: 1997788e81
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-05-05 14:28:51 +02:00
Antoine Dupuis (andu)
9122af05cd [FW][IMP] accounting: add a warning about invoices in USD in Mexico
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.

closes odoo/documentation#1915

Forward-port-of: odoo/documentation#1728
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-05 09:41:42 +02:00
Alexandre de Pape
e9e8963682 [FIX] sales: fix typo
critarias -> criteria

closes odoo/documentation#1904

X-original-commit: b2f4a9e818
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-02 18:47:23 +02:00
Antoine Vandevenne (anv)
6913280063 [ADD] .gitattributes: include RST files in language statistic on GitHub
closes odoo/documentation#1895

X-original-commit: 34d604ca89
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-28 19:31:32 +02:00
root
def5b7c245 [ADD] multi_website: add info to configure multiple domains
closes odoo/documentation#1894

X-original-commit: 324936c43e
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-28 19:31:29 +02:00
Loan (lse)
d2650ca3c9 [IMP] outlook mail_plugin: add solution for cookie issue
closes odoo/documentation#1883

X-original-commit: 3e25d94b0d
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-28 11:48:56 +02:00
Adrien Milis
3d1bb598a7 [FIX] developer/rd-training: fix commands
Changed commands that were still referring to Odoo 14.0 to 15.0

closes odoo/documentation#1878

X-original-commit: b578f575d0
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-27 10:09:07 +02:00
MichaSi
b4a37f1004 [FW][FIX] crm: fix typos and menuselection items
closes odoo/documentation#1872

Forward-port-of: odoo/documentation#1183
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-26 15:27:54 +02:00
Antoine Vandevenne (anv)
0e0fb430ad [FIX] developer/rdtraining: fix typos
closes odoo/documentation#1865

X-original-commit: f8f5ed93e1
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-26 10:58:44 +02:00
Dossogne Bertrand
1c67fb351c [FIX] developer: fix duplicate action availability
The duplicate action is not available for list views

closes odoo/documentation#1858

X-original-commit: ce1961ebaf
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-25 10:06:05 +02:00
Dossogne Bertrand
4e5c5cfb86 [FIX] developer: fix duplicate availability
The duplicate action is not available for list views

closes odoo/documentation#1850

X-original-commit: 9cf425d886
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-22 17:24:02 +02:00
Touati Djamel (otd)
09c8973603 [FIX] inventory_and_mrp: documentation update
After this PR: https://github.com/odoo/odoo/pull/78199

The explanation of the `Security Lead Time for Purchase` field needs to be updated

opw-2766940

closes odoo/documentation#1839

X-original-commit: 9c242400b6
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Djamel Touati (otd) <otd@odoo.com>
2022-04-21 16:47:21 +02:00
Benoit Socias
4f7bb49805 [IMP] rdtraining: clarify transition sentence to view inheritance
The "View Inheritance" section is introduced by a sentence that can be
understood as "do this task then we'll be ready to go the next section"
instead of "in the next section we will see how to do this task".
This can confuse the reader into thinking that some knowledge was not
acquired in the previous parts.

This commit makes it clear that the task described in the transition
sentence will be achieved in the next part.

task-2822582

closes odoo/documentation#1829

X-original-commit: 5a39ba7d24
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Benoit Socias (bso) <bso@odoo.com>
2022-04-13 14:35:03 +02:00
Benoit Socias
823e773fbb [IMP] rdtraining: add note about Settings requiring at least one app
At the point when the developer mode is introduced in the training, it is
confusing because the documentation page describes the option inside the
Settings page, but that page only appears if at least one application is
installed. (Otherwise, the Settings app shows the Users instead)

This commit adds a note so that the reader does not start looking for a
screen that cannot be reached at that point.

task-2822582

X-original-commit: 2ebb7fe802
Part-of: odoo/documentation#1829
2022-04-13 14:35:03 +02:00
Altela Eleviansyah Pramardhika
10ffb09278 [FW][FIX] developer/rdtraining: fix typo
Fixed `name = field.Char(required=True)` to
`name = fields.Char(required=True)`.

closes odoo/documentation#1821

Forward-port-of: odoo/documentation#1816
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-11 12:51:50 +02:00
Antoine Vandevenne (anv)
0e818066ff [IMP] odoo_theme: hide the "Edit on GitHub" button for pages in legal/
closes odoo/documentation#1814

X-original-commit: ff79ca3a6b
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-08 16:03:43 +02:00
Christophe Simonis
631bb2d23e [FIX] supported_versions: correct naming of recent saas~x versions
Since 11.0, the naming scheme changed from `(x.)saas~y` to `saas~x.y`.

closes odoo/documentation#1808

X-original-commit: 30f55dfd72
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-04-06 17:55:54 +02:00
Antoine Vandevenne (anv)
fe6a601398 [ADD] last_build: add an orphan page informing on the last build date
closes odoo/documentation#1802

X-original-commit: 683840be18
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-05 17:06:51 +02:00
nouraellm
c62169e08f [IMP] manufacturing: scrap location warning fw of #950
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#1793

X-original-commit: 7c5d18b84c
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-05 10:06:58 +02:00
LoredanaLrpz
c923dd3d0e [IMP] pos: add tip usable decimal separator
task-id 2608735

closes odoo/documentation#1787

X-original-commit: ae76baa20e
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-03-31 10:39:30 +02:00
Ray Carnes
2b293d5cb5 [IMP] inventory: add note about detailed operations in one_step.rst
User tripped up due to the creation of a second warehouse enabling
Storage Locations and changingthe workflow.

https://www.odoo.com/forum/help-1/inventory-receipt-in-second-warehouse-199962

closes odoo/documentation#1781

X-original-commit: bdf526af2c
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-30 15:03:58 +02:00
Antoine Vandevenne (anv)
85b5e51db4 [REF] general: move images in their respective page's folder
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.

closes odoo/documentation#1776

X-original-commit: 4e0a9b615f
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-30 14:07:59 +02:00
Donatienne Pirlot
0744cb58a0 [FIX] upgrade: small fixes
task-2684744

closes odoo/documentation#1768

X-original-commit: 6a316ca86e
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-03-29 11:43:54 +02:00
Jonathan Castillo (jcs)
8e3e05959f [FIX] redirects: add missing redirection for maintain/online.rst
closes odoo/documentation#1763

X-original-commit: 73a7ec6d6e
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-03-28 17:43:02 +02:00
Eric Macharia
7a8fd93aeb [FIX] install/maintain: typo in deploy.rst
closes odoo/documentation#1758

X-original-commit: 5c5ef6e603
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-03-28 17:43:00 +02:00
Donatienne Pirlot
ddff6b5af8 [IMP] upgrade: update and improve the upgrade processes and information
task ID: 2684744

closes odoo/documentation#1748

X-original-commit: 825e0ede21
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-26 07:12:13 +01:00
Antoine Vandevenne (anv)
b43a80ded5 [IMP] supported_versions: flag saas-15.2 as supported
closes odoo/documentation#1744

X-original-commit: ba0e93e836
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-25 20:25:51 +01:00
Thibault Francois
fe41dec3e9 [IMP] CLI: adapt cloc doc to new behavior
since https://github.com/odoo/odoo/pull/85854 cloc
also count stylesheet file and frontend file in
imported module

closes odoo/documentation#1733

X-original-commit: d2de65a15a
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-22 11:27:54 +01:00
Jonathan Castillo (jcs)
a458ae05e1 [ADD] accounting/l10n: new localization for luxembourg
task-id 2780977

closes odoo/documentation#1721

X-original-commit: 5a70ee1088
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-03-21 17:48:42 +01:00
Zachary Straub (ZST)
c179ceadb6 [ADD] general/digest_emails: add new digest emails docs
closes odoo/documentation#1730

X-original-commit: 5d8246c206
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-21 14:55:50 +01:00
0b11001111
a0fab7bd7c [IMP] developer: extend internationalization guide
In order for javascript translations to become active, the corresponding
addon needs to follow a certain naming scheme or register explicitly.
This commit updates the internationalization guide with a respective
hint.

Fixes odoo/documentation#1676

closes odoo/documentation#1726

X-original-commit: 112b6c1267
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
2022-03-18 17:14:15 +01:00
Antoine Vandevenne (anv)
d19fe91014 [FIX] odoo_theme: fix CSS issues and warnings
closes odoo/documentation#1716

X-original-commit: cb7a41b75b
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-18 15:25:24 +01:00
bve-odoo
923a60532c [FIX] dev/misc/cmdline: update url werkzeug
URL was pointing to a dead end.
Update from
http://werkzeug.pocoo.org/docs/contrib/fixers/#werkzeug.contrib.fixers.ProxyFix
to
https://werkzeug.palletsprojects.com/en/0.16.x/middleware/proxy_fix/#module-werkzeug.middleware.proxy_fix
new URL as we are using 0.16.1

closes odoo/documentation#1708

X-original-commit: 7ce175ff55
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-17 11:48:44 +01:00
Demesmaeker
3e83d1113f [IMP] payment_acquirers: add tabs for Stripe
task-2782290

closes odoo/documentation#1701

X-original-commit: 88752379bb
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Morgane Demesmaeker <edm@odoo.com>
2022-03-16 15:09:56 +01:00
Antoine Vandevenne (anv)
65be544b0c [IMP] developer/cli: mention the different ways of calling the CLI
All examples on the page suggest calling the CLI with "odoo-bin" while
it is recommended to call it with "odoo" when Odoo was installed from a
distribution package. It also failed to mention the location of
"odoo-bin" relative to the source files.

The chance is also taken to rename the somewhat unclear page title to
something more clear and generic.

closes odoo/documentation#1698

X-original-commit: c018a53686
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-14 11:20:09 +00:00
Antoine Vandevenne (anv)
693d09d98a [IMP] developer/api/extract_api: rework page to get rid of switchers
task-2787415

closes odoo/documentation#1691

X-original-commit: 85b7200944
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-11 14:44:53 +00:00
Antoine Vandevenne (anv)
a655c82e21 [IMP] developer/api/odoo: rework page to use examples and content tabs
task-2787415

X-original-commit: 1afdec3784
Part-of: odoo/documentation#1691
2022-03-11 14:44:53 +00:00
Antoine Vandevenne (anv)
b2149964a1 [REM] extensions: remove the 'switcher' extension
The 'sphinx-tabs' extension is better in every aspect:
- Synchronize selected tabs (group tabs feature).
- No need for extra `code-block` directive (code tabs feature).
- Better looking.
- No custom Python, JS, or CSS.

task-2787415

X-original-commit: 269173caac
Part-of: odoo/documentation#1691
2022-03-11 14:44:53 +00:00
Antoine Vandevenne (anv)
7f6dfcf665 [IMP] contributing/documentation: document usage of code tabs
task-2787415

X-original-commit: 1e24b482b6
Part-of: odoo/documentation#1691
2022-03-11 14:44:52 +00:00
nle-odoo
db4f98d44e [FIX] developer/mixins: mail.thread method names
In d46e358d3e88aea9f9289c4845c6c87ab9491c55 some mail.thread method
names were changed: it should be changed in documentation too.

closes odoo/documentation#1685

X-original-commit: b24560e224
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-10 14:59:51 +00:00
Jonathan Castillo (jcs)
2c8f6d11c7 [IMP] install/maintain: add use of :guilabel: in domain_names
+ fix two small typos.

closes odoo/documentation#1680

X-original-commit: 7e51c98636
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-03-10 14:38:20 +00:00
Elisabeth Dickinson
e2be114583 [IMP] scss: content tabs refining
This commit removes unnecessary negative margins and makes code-blocks
inside content tabs lose their bottom margin and border.

closes odoo/documentation#1672

X-original-commit: ac28acee4a
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-08 16:31:15 +00:00
Elisabeth Dickinson
6348f5df3d [IMP] scss: make alert full width of parent
Before this commit, the alerts would all have different widths according
to their content, some stretching and getting pushed under the
"on this page" menu. This way all alerts are aligned.

X-original-commit: b76a566522
Part-of: odoo/documentation#1672
2022-03-08 16:31:14 +00:00
Carlos Valverde
4ad3584f06 [IMP] documentation: content tabs design
This commit improves current css style added by default to the Odoo
Documentation's content tabs.

This design improvement has been made by following the current theme's
style, especially in terms of palette and borders.

Tabs are responsive and have been optimised in order to have a
cross-browser compatibility.

--
Task-2755240

closes odoo/documentation#1665

X-original-commit: 7250f88b8d
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-03-08 10:16:50 +00:00
Ray Carnes
479252f211 [IMP] accounting: improve phrasing OCR
Add link to try the OCR service, cleanup copy.

closes odoo/documentation#1659

X-original-commit: b83df4f6d2
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2022-03-07 14:33:42 +00:00
Jonathan Castillo (jcs)
486dabe6bf [IMP] install/maintain: new improved doc about domain names
task-id 2680490

closes odoo/documentation#1650

X-original-commit: cda64e2678
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-03-03 17:54:39 +00:00
Jonathan Castillo (jcs)
e68027e79d [IMP] accounting: fix a typo in eu_distance_selling.rst
closes odoo/documentation#1637

X-original-commit: 3c0b7783b8
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-02-24 16:45:53 +00:00
Thibault Libioulle
759d99aa1a [IMP] general/payment_acquirers: add Stripe Connect documentation
This commit adds the user documentation about the modification done in
the payment onboarding and the new Stripe Connect capabilities.

task-2685160

closes odoo/documentation#1630

X-original-commit: ff55b18aa2
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Co-authored-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-23 17:28:45 +00:00
Antoine Vandevenne (anv)
f163a968a3 [IMP] extensions: add content tabs (backport of cf6ca0fb)
closes odoo/documentation#1628

X-original-commit: 286b01a241
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-23 13:54:58 +00:00
Stanislas Sobieski
1c7c9eab28 [FW][REV] odoo_sh: revert commit 6c48f90
closes odoo/documentation#1622

Forward-port-of: odoo/documentation#1618
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-22 17:11:23 +00:00
Obay Abdelgadir
a3a8098fed [IMP] install: remove deprecated ssl instruction in deploy.rst
Backport of commit d227ab66b0 on #1448

closes odoo/documentation#1616

X-original-commit: a80f3c3899
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-22 13:44:18 +00:00
Stanislas Sobieski
0086b51de9 [IMP] odoo_sh doc update
closes odoo/documentation#1609

X-original-commit: 6c48f90739
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-21 17:55:11 +00:00
Antoine Vandevenne (anv)
afee8f919b [FIX] conf: upper-case 'master' in the version switcher
closes odoo/documentation#1603

X-original-commit: a7f0651773
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-16 12:01:45 +00:00
Elisabeth Dickinson
d366d7b739 [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#1594

X-original-commit: c30f2735b8
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-15 08:49:15 +00:00
Antoine Vandevenne (anv)
3febaffd75 [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#1580

X-original-commit: fb469b8211
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-11 14:40:04 +00:00
Jonathan Castillo (jcs)
620c40967e [IMP] install/maintain: add info about upgrading Odoo Online databases
closes odoo/documentation#1581

X-original-commit: 337b36320c
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-02-11 13:44:09 +00:00
Antoine Vandevenne (anv)
7e2b194743 [IMP] supported_versions: emphasis short-term support of SaaS versions
X-original-commit: 31709ad082
Part-of: odoo/documentation#1581
2022-02-11 13:44:09 +00:00
Antoine Vandevenne (anv)
b77132847a [IMP] supported_versions: flag saas-15.1 as supported
X-original-commit: 696ab7de05
Part-of: odoo/documentation#1581
2022-02-11 13:44:09 +00:00
lejeune quentin
a0fe598958 [ADD] point_of_sale: Connect an Worldline Payment Terminal to your PoS
Documentation to explain how to configure a Worldline Payment terminal.

closes odoo/documentation#1571

X-original-commit: ae7868d8ed
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Co-authored-by: perazzo loredana <lrpz@odoo.com>
Co-authored-by: lejeune quentin <qle@odoo.com>
2022-02-10 16:00:43 +00:00
ren-odoo
ef92af7d6c [IMP] accounting/l10n: update webinar link in colombia.rst
The current webinar link is for another version, with this commit we're adding the newest webinar link.

closes odoo/documentation#1568

X-original-commit: 45726dded7
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-10 13:32:05 +00:00
StanvanHoorn
108e607528 [FIX] install/maintain: update versions in "Installing Odoo"
closes odoo/documentation#1563

X-original-commit: c7d8e3ecba
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-02-09 16:39:53 +00:00
Jonathan Castillo (jcs)
5f55abc561 [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#1555

X-original-commit: 79a33520a1
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-02-07 16:12:03 +00:00
BVE
946e51e863 [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#1549

X-original-commit: ce8a02d46a
Signed-off-by: Vergote Baptiste (bve) <bve@odoo.com>
2022-02-07 12:07:51 +00:00
Jonathan Castillo (jcs)
65cc3e71e2 [FW][FIX] accounting: fix module name to install in intrastat
closes odoo/documentation#1543

Forward-port-of: odoo/documentation#1539
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-02-04 18:10:37 +00:00
Antoine Vandevenne (anv)
e5e75aa596 [IMP] contributing/doc: add an entry for the example admonition
closes odoo/documentation#1537

X-original-commit: ddff8f6914
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-02-04 15:25:07 +00:00
Mathieu Germain
4fafae4d8b [REF] mrp: documentation update
- Updated Pictures with latest version, deleted old ones
- Added Quality Control section
- Deleted Kit Routings section
- Adapted Terminology, specifically work orders vs routings

closes odoo/documentation#1534

X-original-commit: 6fb40b61c8
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Arnold Moyaux <arm@odoo.com>
2022-02-04 14:18:44 +00:00
Antoine Vandevenne (anv)
0116d7dbc7 [REL] freeze saas-15.2 branch
closes odoo/documentation#1526
2022-02-04 12:25:44 +00:00
333 changed files with 5386 additions and 3057 deletions

2
.gitattributes vendored Normal file
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@ -0,0 +1,2 @@
# Include RST files in language statistics on GitHub.
*.rst linguist-detectable

3
.gitignore vendored
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@ -1,6 +1,7 @@
*.pyc
.*
*.mo
.*
!.gitattributes
# Sphinx build files
_build/

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@ -19,12 +19,14 @@ SPHINXOPTS = -D project_root=$(ROOT) -D canonical_version=$(CANONICAL_VERSIO
-D versions=$(VERSIONS) -D languages=$(LANGUAGES) -D language=$(CURRENT_LANG) \
-D is_remote_build=$(IS_REMOTE_BUILD) \
-A google_analytics_key=$(GOOGLE_ANALYTICS_KEY) \
-A plausible_script=$(PLAUSIBLE_SCRIPT) \
-A plausible_domain=$(PLAUSIBLE_DOMAIN) \
-j $(WORKERS)
SOURCE_DIR = content
HTML_BUILD_DIR = $(BUILD_DIR)/html
ifdef VERSIONS
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/saas-15.2
endif
ifneq ($(CURRENT_LANG),en)
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)
@ -77,6 +79,6 @@ $(HTML_BUILD_DIR)/_static/style.css: extensions/odoo_theme/static/style.scss ext
fast: SPHINXOPTS += -A collapse_menu=True
fast: html
static: $(HTML_BUILD_DIR)/static/style.css
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

@ -4,11 +4,11 @@
### Requirements
- [Git](https://www.odoo.com/documentation/master/contributing/documentation.html#install-git)
- [Python 3.7 or 3.8](https://www.odoo.com/documentation/master/contributing/documentation.html#python)
- Python dependencies listed in the file [`requirements.txt`](https://github.com/odoo/documentation/tree/master/requirements.txt).
- [Make](https://www.odoo.com/documentation/master/contributing/documentation.html#make)
- A local copy of the [odoo/odoo repository in master](https://github.com/odoo/odoo/tree/master) (Optional)
- [Git](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#install-git)
- [Python 3.7 or 3.8](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#python)
- Python dependencies listed in the file [`requirements.txt`](https://github.com/odoo/documentation/tree/saas-15.2/requirements.txt).
- [Make](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#make)
- A local copy of the [odoo/odoo repository in saas-15.2](https://github.com/odoo/odoo/tree/saas-15.2) (Optional)
### Instructions
@ -23,7 +23,7 @@
2. Open the file `documentation/_build/html/index.html` in your web browser to display the render.
3. See [this guide](https://www.odoo.com/documentation/master/contributing/documentation.html#preview-your-changes)
3. See [this guide](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#preview-your-changes)
for more detailed instructions.
Optional: to fully build the developer documentation with inline docstrings for documented Python
@ -34,7 +34,7 @@ be shown.
## Contribute to the documentation
For contributions to the content of the documentation, please refer to the
[Introduction Guide](https://www.odoo.com/documentation/master/contributing/documentation.html).
[Introduction Guide](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html).
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.

147
conf.py
View File

@ -1,9 +1,12 @@
import re
import os
import shutil
import sys
from pathlib import Path
import docutils
from pygments.lexers import JsonLexer, XmlLexer
from sphinx.ext import graphviz
from sphinx.util import logging
import sphinx
@ -19,7 +22,7 @@ copyright = 'Odoo S.A.'
# `version` if the version info for the project being documented, acts as replacement for |version|,
# also used in various other places throughout the built documents.
# `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
version = release = 'master'
version = release = 'saas-15.2'
# The minimal Sphinx version required to build the documentation.
needs_sphinx = '3.0.0'
@ -53,6 +56,11 @@ add_function_parentheses = True
#=== Extensions configuration ===#
source_read_replace_vals = {
'GITHUB_PATH': f'https://github.com/odoo/odoo/blob/{version}',
'GITHUB_ENT_PATH': f'https://github.com/odoo/enterprise/blob/{version}',
}
# Add extensions directory to PYTHONPATH
extension_dir = Path('extensions')
sys.path.insert(0, str(extension_dir.absolute()))
@ -74,11 +82,15 @@ if not odoo_sources_dirs:
{'dir_list': '\n'.join([f'\t- {d.resolve()}' for d in odoo_sources_candidate_dirs])},
)
else:
odoo_dir = odoo_sources_dirs[0].resolve()
sys.path.insert(0, str(odoo_dir))
if (3, 6) < sys.version_info < (3, 7):
# Running odoo needs python 3.7 min but monkey patch version_info to be compatible with 3.6
# Running odoo needs python 3.7 min but monkey patch version_info to be compatible with 3.6.
sys.version_info = (3, 7, 0)
odoo_dir = odoo_sources_dirs[0].resolve()
source_read_replace_vals['ODOO_RELPATH'] = '/../' + str(odoo_sources_dirs[0])
source_read_replace_vals['ODOO_ABSPATH'] = str(odoo_dir)
sys.path.insert(0, str(odoo_dir))
import odoo.addons
odoo.addons.__path__.append(str(odoo_dir) + '/addons')
from odoo import release as odoo_release # Don't collide with Sphinx's 'release' config option
odoo_version = odoo_release.version.replace('~', '-') # Change saas~XX.Y to saas-XX.Y
odoo_version = 'master' if 'alpha' in odoo_release.version else odoo_version
@ -98,12 +110,18 @@ else:
)
odoo_dir_in_path = True
# Mapping between odoo models related to master data and the declaration of the
# data. This is used to point users to available xml_ids when giving values for
# a field with the autodoc_field extension.
model_references = {
'account.account.type': 'addons/account/data/data_account_type.xml',
'res.country': 'odoo/addons/base/data/res_country_data.xml',
'res.currency': 'odoo/addons/base/data/res_currency_data.xml',
}
# The Sphinx extensions to use, as module names.
# They can be extensions coming with Sphinx (named 'sphinx.ext.*') or custom ones.
extensions = [
# Parse Python docstrings (autodoc, automodule, autoattribute directives)
'sphinx.ext.autodoc' if odoo_dir_in_path else 'autodoc_placeholder',
# Link sources in other projects (used to build the reference doc)
'sphinx.ext.intersphinx',
@ -121,18 +139,27 @@ extensions = [
# Redirection generator
'redirects',
# Code switcher (switcher and case directives)
'switcher',
# Content tabs
'sphinx_tabs.tabs',
# Strange html domain logic used in memento pages
'html_domain',
]
if odoo_dir_in_path:
# GitHub links generation
extensions += [
'sphinx.ext.linkcode',
'github_link',
# Parse Python docstrings (autodoc, automodule, autoattribute directives)
'sphinx.ext.autodoc',
'autodoc_field',
]
else:
extensions += [
'autodoc_placeholder',
]
extensions.append('sphinx.ext.graphviz' if shutil.which('dot') else 'graphviz_placeholder')
todo_include_todos = False
@ -153,7 +180,20 @@ 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',
@ -167,6 +207,9 @@ supported_languages = {
# The specifications of redirect rules used by the redirects extension.
redirects_file = 'redirects.txt'
sphinx_tabs_disable_tab_closing = True
sphinx_tabs_disable_css_loading = True
#=== Options for HTML output ===#
html_theme = 'odoo_theme'
@ -249,6 +292,22 @@ latex_logo = 'static/img/odoo_logo.png'
# If true, show URL addresses after external links.
latex_show_urls = 'True'
# https://github.com/sphinx-doc/sphinx/issues/4054#issuecomment-329097229
def source_read_replace(app, docname, source):
"""Substitute parts of strings with computed values.
Since the RST substitution is not working everywhere, i.e. in directives'
options, we need to be able to input those values when reading the sources.
This is using the config `source_read_replace_vals`, mapping a name to its
replacement. This will look for the name surrounded by curly braces in the source.
Meant to be connected to the `source-read` event.
"""
result = source[0]
for key in app.config.source_read_replace_vals:
result = result.replace(f"{{{key}}}", app.config.source_read_replace_vals[key])
source[0] = result
def setup(app):
# Generate all alternate URLs for each document
@ -257,12 +316,34 @@ def setup(app):
app.add_config_value('versions', None, 'env')
app.add_config_value('languages', None, 'env')
app.add_config_value('is_remote_build', None, 'env') # Whether the build is remotely deployed
app.add_config_value('source_read_replace_vals', {}, 'env')
app.connect('source-read', source_read_replace)
app.add_lexer('json', JsonLexer)
app.add_lexer('xml', XmlLexer)
app.connect('html-page-context', _generate_alternate_urls)
# Add a `condition` option on directives to ignore them based on config values
app.add_config_value('odoo_dir_in_path', None, 'env')
def context_eval(expr):
return eval(expr, {confval.name: confval.value for confval in app.config})
def patch(to_patch):
to_patch.option_spec['condition'] = context_eval
original_run = to_patch.run
def new_run(self):
if not self.options.get('condition', True):
return []
return original_run(self)
to_patch.run = new_run
for to_patch in (
sphinx.directives.code.LiteralInclude,
docutils.parsers.rst.directives.tables.CSVTable,
):
patch(to_patch)
def _generate_alternate_urls(app, pagename, templatename, context, doctree):
""" Add keys of required alternate URLs for the current document in the rendering context.
@ -294,15 +375,18 @@ 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')
) and not _alternate_version.startswith('saas')
]
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.
@ -313,19 +397,22 @@ 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

@ -4,6 +4,8 @@
Install
=======
.. If you add content on this page, remove the redirect rule 'install -> install/install'
.. toctree::
install/install

View File

@ -7,7 +7,7 @@ internet-facing server. It follows :ref:`installation <setup/install>`, and is
not generally necessary for a development systems that is not exposed on the
internet.
.. warning:: If you are setting up a public server, be sure to check our :ref:`security` recommandations!
.. warning:: If you are setting up a public server, be sure to check our :ref:`security` recommendations!
.. _db_filter:
@ -299,7 +299,7 @@ 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;
@ -312,7 +312,6 @@ 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

@ -107,7 +107,7 @@ Linux
Debian/Ubuntu
'''''''''''''
Odoo 13.0 'deb' package currently supports `Debian Buster`_, `Ubuntu 18.04`_ or above.
Odoo 15.0 'deb' package currently supports `Debian 11 (Bullseye)`_, `Ubuntu 20.04 (Focal)`_ or above.
Prepare
^^^^^^^
@ -134,7 +134,7 @@ used to install *Odoo Community Edition* by executing the following commands **a
.. code-block:: console
# wget -O - https://nightly.odoo.com/odoo.key | apt-key add -
# echo "deb http://nightly.odoo.com/13.0/nightly/deb/ ./" >> /etc/apt/sources.list.d/odoo.list
# echo "deb http://nightly.odoo.com/15.0/nightly/deb/ ./" >> /etc/apt/sources.list.d/odoo.list
# apt-get update && apt-get install odoo
You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
@ -180,7 +180,7 @@ and automatically start the server.
Fedora
''''''
Odoo 13.0 'rpm' package supports Fedora 30.
Odoo 15.0 'rpm' package supports Fedora 34.
Prepare
^^^^^^^
@ -209,7 +209,7 @@ commands:
.. code-block:: console
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/13.0/nightly/rpm/odoo.repo
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/15.0/nightly/rpm/odoo.repo
$ sudo dnf install -y odoo
$ sudo systemctl enable odoo
$ sudo systemctl start odoo
@ -224,7 +224,7 @@ Once downloaded, the package can be installed using the 'dnf' package manager:
.. code-block:: console
$ sudo dnf localinstall odoo_13.0.latest.noarch.rpm
$ sudo dnf localinstall odoo_15.0.latest.noarch.rpm
$ sudo systemctl enable odoo
$ sudo systemctl start odoo
@ -409,8 +409,10 @@ A typical way to run the server would be:
Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
PostgreSQL login, `dbpassword` is the PostgreSQL password
and `mydb` is the default database to serve on `localhost:8069`. You can add other
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
and `mydb` is the default database to serve on `localhost:8069`.
.. seealso::
- :doc:`The exhaustive list of arguments for odoo-bin </developer/misc/other/cmdline>`.
Linux
-----
@ -603,8 +605,10 @@ A typical way to run the server would be:
$ python3 odoo-bin --addons-path=addons -d mydb
Where `CommunityPath` is the path of the Odoo Community installation
and `mydb` is the default database to serve on `localhost:8069`. You can add other
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
and `mydb` is the default database to serve on `localhost:8069`.
.. seealso::
- :doc:`The exhaustive list of arguments for odoo-bin </developer/misc/other/cmdline>`.
Mac OS
------
@ -765,9 +769,10 @@ A typical way to run the server would be:
$ python3 odoo-bin --addons-path=addons -d mydb
Where `CommunityPath` is the path of the Odoo Community installation
and `mydb` is the default database to serve on `localhost:8069`. You can add other
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
and `mydb` is the default database to serve on `localhost:8069`.
.. seealso::
- :doc:`The exhaustive list of arguments for odoo-bin </developer/misc/other/cmdline>`.
.. _setup/install/docker:
@ -775,13 +780,13 @@ Docker
======
The full documentation on how to use Odoo with Docker can be found on the
official Odoo `docker image <https://registry.hub.docker.com/_/odoo/>`_ page.
official Odoo `docker image <https://hub.docker.com/_/odoo/>`_ page.
.. _Debian Buster: https://www.debian.org/releases/buster/
.. _Debian 11 (Bullseye): https://www.debian.org/releases/bullseye/
.. _demo: https://demo.odoo.com
.. _docker: https://www.docker.com
.. _download: https://www.odoo.com/page/download
.. _Ubuntu 18.04: http://releases.ubuntu.com/18.04/
.. _Ubuntu 20.04 (Focal): http://releases.ubuntu.com/20.04/
.. _EPEL: https://fedoraproject.org/wiki/EPEL
.. _PostgreSQL: http://www.postgresql.org
.. _the official installer:

View File

@ -6,6 +6,7 @@ Maintain
.. toctree::
maintain/domain_names
maintain/update
maintain/enterprise
maintain/hosting_changes

View File

@ -0,0 +1,334 @@
============
Domain names
============
A **domain name** works as an address for your website. It makes the Internet much more accessible
as it allows users to type a meaningful web address, such as ``www.odoo.com``, rather than its
server's IP address with a series of numbers.
You can use a custom domain name to access your Odoo database and websites:
- By :ref:`registering a free domain name with Odoo <domain-name/odoo-register>` (for Odoo Online
databases)
- By :ref:`configuring a custom domain that you already own <domain-name/existing>`.
.. note::
Odoo Online and Odoo.sh databases, including their websites, use by default a subdomain of
``odoo.com`` for both the URL and the emails (e.g., ``https://example.odoo.com``).
.. important::
Odoo offers a :ref:`free custom domain name <domain-name/odoo-register>` to all Odoo Online
databases for one year. Visitors can then access your website with an address such as
``www.example.com`` rather than the default ``example.odoo.com``.
.. seealso::
- `Odoo Tutorials: Register a Free Domain Name
<https://www.odoo.com/slides/slide/register-a-free-domain-name-1663>`_
- `Odoo Quick Tips: Get a free domain name! <https://www.youtube.com/watch?v=eAfgeNOHLP4>`_
.. _domain-name/about:
About domain names
==================
Having a **good domain name** is as important to your branding as the name of your business or
organization as it is the first thing your visitors will notice. We recommend you keep them *simple,
short, easy to remember and spell*.
A **subdomain** is a domain that is a part of another domain. It often refers to the additional part
that comes before the main domain name. Traditionally, most websites use the ``www.`` subdomain,
but any string of letters can be used as well. You can use subdomains to direct your visitors to
other websites than your main website or to specific pages (e.g., ``experience.odoo.com`` points to
a specific page.)
All domain names are referenced in the **Domain Name System**, or **DNS**, which works as a giant
directory for the Internet. There are many DNS servers, so any modification to the DNS can take up
to 72 hours to propagate worldwide on all servers.
.. _domain-name/odoo-register:
Register a free domain name with Odoo
=====================================
You can register a domain name for your Odoo Online database directly from Odoo Website or your
database manager.
.. important::
- Your domain name is **free for one year** if you register it with Odoo!
- The domain name is registered with `Gandi <https://www.gandi.net/>`_, the domain name
registrar.
- You are the owner of the domain name and can use it for other purposes.
- Odoo manages payment and technical support for you.
To do so, go to :menuselection:`Website --> Go to website --> Promote --> Domain Name`.
Alternatively, open your `database manager <https://www.odoo.com/my/databases>`_, click on the
:guilabel:`settings` button next to your database, then on :guilabel:`Domain names`.
.. image:: domain_names/register-promote.png
:align: center
:alt: Clicking on Domain Names from an Odoo website
Search for the domain name of your choice to check its availability, then select the one you want to
register for your website.
.. image:: domain_names/register-search.png
:align: center
:alt: The search of the domain name example.com shows which associated domains are available.
Next, fill in the form with your information to become the domain name owner.
Your domain name is directly linked to your database, but you still have to :ref:`map your domain
name with your website <domain-name/website-map>`.
.. note::
- Free domain names are also available for free Odoo Online databases (if you installed one app
only, for example). In this case, Odoo reviews your request and your website to avoid abuse.
This process may take up to three days.
- This is not available for Odoo.sh databases yet.
.. _domain-name/odoo-manage:
Manage your domain name registered with Odoo
--------------------------------------------
To manage the DNS records of your domain name registered with Odoo or to visualize the contacts
associated with it, open your `database manager <https://www.odoo.com/my/databases>`_, click on the
:guilabel:`settings` button next to your database, on :guilabel:`Domain names`, and then on
:guilabel:`Contacts` or :guilabel:`DNS`.
.. image:: domain_names/manage.png
:align: center
:alt: Management of the domain names linked to an Odoo database
.. note::
Please `submit a support ticket <https://www.odoo.com/help>`_ if you need further assistance to
manage your domain name.
.. _domain-name/existing:
Configure your existing domain name
===================================
If you already own a domain name, you can use it to point to your website.
To avoid any issue with the :ref:`SSL certificate validation <domain-name/ssl>`, we highly recommend
that you proceed with the following actions in this order:
#. :ref:`Add a CNAME record <domain-name/cname>` on your domain name's DNS zone.
#. :ref:`Map your domain name with your Odoo database <domain-name/db-map>`.
#. :ref:`Map your domain name with your Odoo website <domain-name/website-map>`.
.. _domain-name/cname:
Add a CNAME record
------------------
A **CNAME record** is a type of DNS record that points to the IP address of another website rather
than to directly to an IP address.
You need a CNAME record that points to your Odoo database. The requirements are detailed in your
database manager.
.. tabs::
.. group-tab:: Odoo Online
The target address is the current address of your database, as defined at its creation (e.g.,
``example.odoo.com``)
.. group-tab:: Odoo.sh
Your project's main address is defined in :menuselection:`Settings --> Project Name`.
If you want to target a specific branch (production, staging or development), go to
:menuselection:`Branches --> select your branch --> Settings --> Custom domains`, and click on
:guilabel:`How to set up my domain?`. A message indicates which address your CNAME record
should target.
#. Open your domain name's manager dashboard.
#. Open the **DNS zone** management page for the domain name you want to configure.
#. Create a **CNAME record** pointing to the address of your database.
While Odoo suggests creating a CNAME record for your ``www.`` subdomain (``www.example.com``, you
can of course use any domain name of your choice, with any subdomain (e.g.,
``anything.example.com``).
.. example::
You own the domain name ``example.com``, and you have an Odoo Online database at the address
``example.odoo.com``. You want to access your Odoo database primarily with the domain
``www.example.com`` but also with the :ref:`naked domain <domain-name/naked-domain>`
``example.com``.
To do so, you create a CNAME record for the ``www`` subdomain, with ``example.odoo.com`` as the
target. The DNS zone manager generates the following rule and adds it to your DNS zone: ``www IN
CNAME example.odoo.com.``
You also create a redirection from ``example.com`` to ``wwww.example.com``.
Your new DNS records are propagated to all DNS servers.
.. note::
Here are some specific guidelines to create a CNAME record:
- `GoDaddy <https://www.godaddy.com/help/add-a-cname-record-19236>`_
- `Namecheap <https://www.namecheap.com/support/knowledgebase/article.aspx/9646/2237/how-to-create-a-cname-record-for-your-domain>`_
- `OVH <https://docs.ovh.com/us/en/domains/web_hosting_how_to_edit_my_dns_zone/#add-a-new-dns-record>`_
- `CloudFlare <https://support.cloudflare.com/hc/en-us/articles/360019093151>`_
- `Google Domains <https://support.google.com/domains/answer/3290350?hl=en>`_
.. _domain-name/naked-domain:
Naked domain
~~~~~~~~~~~~
A **naked domain** is a domain name that doesn't have any subdomain at the beginning of the address
(e.g., ``odoo.com`` instead of ``www.odoo.com``).
You may want your naked domain to redirect to your website as some visitors may not type the full
domain name to access your website.
#. Open your domain name's manager dashboard.
#. Create a **redirection** from the naked domain (``example.com``) to your main domain name
(``www.example.com``).
.. note::
Depending on your domain name registrar, this redirection may be already pre-configured.
.. _domain-name/db-map:
Map your domain name with your Odoo database
--------------------------------------------
.. tabs::
.. group-tab:: Odoo Online
Open your `database manager <https://www.odoo.com/my/databases>`_, click on the
:guilabel:`settings` button next to your database, on :guilabel:`Domain names`, and then on
:guilabel:`Use my own domain` at the bottom of the right column.
Type the domain name you want to add to this database, then click on :guilabel:`Verify` to
check if the CNAME record is correctly configured. Once done, click on :guilabel:`I confirm,
it's done`.
.. image:: domain_names/online-map.png
:align: center
:alt: Verification of the CNAME records of a domain name before mapping it with a database
.. group-tab:: Odoo.sh
Go to :menuselection:`Branches --> select your branch --> Settings --> Custom domains`, type
the domain name you want to add to this database, then click on :guilabel:`Add domain`.
.. image:: domain_names/odoo-sh-map.png
:align: center
:alt: Mapping a domain name with an Odoo.sh branch
.. seealso::
- :ref:`Odoo.sh branches: settings tab <odoosh-gettingstarted-branches-tabs-settings>`
.. warning::
Make sure to :ref:`add a CNAME record <domain-name/cname>` to your domain name's DNS **before**
mapping your domain name with your Odoo database.
Failing to do so may impede the validation of the :ref:`SSL certificate <domain-name/ssl>` and
would result in a *certificate name mismatch* error. This is often displayed by web browsers as a
warning such as *"Your connection is not private"*.
If this is the case and you have added the domain name to your database's settings less than five
days ago, wait 24 hours as the validation may still happen. Otherwise, please `submit a support
ticket <https://www.odoo.com/help>`_ including screenshots of your CNAME records.
.. _domain-name/ssl:
SSL encryption (HTTPS protocol)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
**SSL encryption** is an encryption-based Internet security protocol. It allows your visitors to
navigate your website through a secure connection, which appears as an ``https://`` protocol at the
beginning of your web address, rather than a non-secure ``http://`` protocol.
Odoo generates a separate SSL certificate for each domain :ref:`mapped in the database manager
<domain-name/db-map>`, using integration with `Let's Encrypt Certificate Authority and ACME protocol
<https://letsencrypt.org/how-it-works/>`_.
.. note::
- The certificate generation may take up to 24h.
- Several attempts to validate your certificate are made during the five days following the
moment you add your domain name in your database's settings.
- If you already use another service, you can keep using it or simply change for Odoo.
.. _domain-name/web-base-url:
Web base URL of a database
~~~~~~~~~~~~~~~~~~~~~~~~~~
.. note::
If you have Odoo Website, you can disregard this part and directly :ref:`map your domain name
with your website <domain-name/website-map>`.
The **web base URL** of a database, or **root URL** affects your main website address and all the
links sent to your customers (e.g., quotations, portal links, etc.).
To configure it, access your Odoo database with your custom address, then log in as an administrator
of your database (any user in the *Settings* group) from the login screen.
.. warning::
Connecting to your database with the original Odoo subdomain address (e.g., ``example.odoo.com``
also updates the web base URL of your database. See below to prevent these automatic updates.
Alternatively, you can do it manually. To do so, activate the :ref:`developer mode
<developer-mode>`, then go to :menuselection:`Settings --> Technical --> System Parameters`.
Find the key called ``web.base.url`` (or create it if it does not exist) and enter the full address
of your website as value, such as ``https://www.example.com``.
.. note::
The URL must include the protocol ``https://`` (or ``http://``) and must not end with a slash
(``/``).
To prevent the automatic update of the web base URL when an administrator logs in the database, you
can create the following System Parameter:
- key: ``web.base.url.freeze``
- value: ``True``
.. _domain-name/website-map:
Map your domain name with your website
======================================
Mapping your domain name to your website isn't the same as mapping it with your database:
- It defines your domain name as the main one for your website, helping search engines to index your
website properly.
- It defines your domain name as the base URL for your database, including the portal links sent by
email to your customers.
- If you have multiple websites, it maps your domain name with the appropriate website.
Go to :menuselection:`Website --> Configuration --> Settings --> Website Info`. If you have multiple
websites, select the one you want to configure.
In the :guilabel:`Domain` field, fill in the web address of your website (e.g.,
``https://www.example.com``) and click on :guilabel:`Save`.
.. image:: domain_names/website-settings.png
:align: center
:alt: Configuring https://www.example.com as the Domain of the website
.. warning::
Mapping your domain name with your Odoo website prevents Google from indexing both your custom
domain name ``www.example.com`` and your original odoo database address ``example.odoo.com``.
If both addresses are already indexed, it may take some time before Google removes the indexation
of the second address. You may also try using the `Google Search Console
<https://search.google.com/search-console/welcome>`_ to fix this.
.. note::
If you have multiple websites and companies on your database, make sure that you select the
right :guilabel:`Company` in the website settings, next to the :guilabel:`Domain` settings. Doing
so indicates Odoo which URL to use as the :ref:`base URL <domain-name/web-base-url>` according to
the company in use.
.. seealso::
- :doc:`/applications/general/email_communication/email_servers`

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@ -35,14 +35,26 @@ Several actions are available:
Upgrade
=======
Upgrade the database to the latest Odoo version.
If you are *not* on the latest **Online version**, you should receive an invitation to :doc:`upgrade
<../upgrade>` 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).
.. warning::
Upgrading a database to a newer version of Odoo is a complex operation that requires time and
caution. It is essential to test the upgrade before upgrading the production database.
.. 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:`../upgrade`
- :doc:`supported_versions`
.. _online/duplicate:
@ -83,7 +95,7 @@ Domains
Configure custom domains to access the database via another URL.
.. seealso::
- :doc:`/applications/websites/website/publish/domain_name`
- :doc:`domain_names`
.. _online/tags:

View File

@ -5,13 +5,15 @@
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>` 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?
=====================================
@ -23,36 +25,39 @@ This matrix shows the support status of every version.
+-----------------+-------------+----------+-------------+----------------+------------------------+
| | Odoo Online | Odoo.sh | On-Premise | Release date | End of support |
+=================+=============+==========+=============+================+========================+
| Odoo saas~15.2 | |green| | N/A | N/A | March 2022 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo saas~15.1 | |red| | 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 | |orange| | N/A | N/A | August 2019 | |
| Odoo saas~12.3 | |red| | N/A | N/A | August 2019 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 12.0** | |orange| | |orange| | |red| | October 2018 | October 2021 |
| **Odoo 12.0** | |red| | |red| | |red| | October 2018 | October 2021 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 11.saas~3 | |orange| | N/A | N/A | April 2018 | |
| Odoo saas~11.3 | |red| | N/A | N/A | April 2018 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 11.0** | |orange| | |orange| | |red| | October 2017 | October 2020 |
| **Odoo 11.0** | |red| | |red| | |red| | October 2017 | October 2020 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 10.saas~15 | |orange| | N/A | N/A | March 2017 | |
| Odoo 10.saas~15 | |red| | N/A | N/A | March 2017 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 10.saas~14 | |orange| | N/A | N/A | January 2017 | |
| Odoo 10.saas~14 | |red| | N/A | N/A | January 2017 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 10.0** | |orange| | |orange| | |red| | October 2016 | October 2019 |
| **Odoo 10.0** | |red| | |red| | |red| | October 2016 | October 2019 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 9.saas~11 | |orange| | N/A | N/A | May 2016 | |
| Odoo 9.saas~11 | |red| | N/A | N/A | May 2016 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 9.0** | |orange| | N/A | |red| | October 2015 | October 2018 |
| **Odoo 9.0** | |red| | N/A | |red| | October 2015 | October 2018 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| Odoo 8.saas~6 | |orange| | N/A | N/A | February 2015 | |
| Odoo 8.saas~6 | |red| | N/A | N/A | February 2015 | |
+-----------------+-------------+----------+-------------+----------------+------------------------+
| **Odoo 8.0** | |orange| | N/A | |red| | September 2014 | October 2017 |
| **Odoo 8.0** | |red| | N/A | |red| | September 2014 | October 2017 |
+-----------------+-------------+----------+-------------+----------------+------------------------+
.. note::
|green| Supported version
@ -61,11 +66,8 @@ 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...
@ -75,9 +77,6 @@ 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

@ -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

@ -1,12 +1,257 @@
:nosearch:
:show-content:
.. |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
=======
.. toctree::
:titlesonly:
upgrade/process
upgrade/odoo_sh
upgrade/service_level
upgrade/faq
upgrade/online_hosting
upgrade/odoo_sh
upgrade/on_premise
upgrade/faq
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|
.. seealso::
- :ref:`upgrade/sla`
.. _upgrade/process-workflow:
Process workflow
================
The upgrade process in a nutshell:
#. You create a test upgrade request.
#. Odoo processes the request automatically by running the database through an upgrade script, which
takes between 20 and 120 minutes.
#. 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 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 Odoo Online).
.. seealso::
- :doc:`Upgrade process for Odoo Online (SaaS) <upgrade/online_hosting>`
- :doc:`Upgrade process for Odoo.sh <upgrade/odoo_sh>`
- :doc:`Upgrade process for On-Premise <upgrade/on_premise>`
.. _upgrade/testing-phase:
Testing
=======
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, :ref:`report your issues <upgrade/test-assistance>` and :ref:`request
a new test database <upgrade/test-db-request>` when the reported issues are fixed in the upgrade
script.
If you do not find any discrepancies, you can move on to the upgrade of your production database.
.. important::
A test database is only intended for testing and remains completely unrelated to your present or
future production database. Any data you add, or changes you make, will not be reflected in your
upgraded production database.
.. note::
Test databases are neutered and features are disabled to prevent them from having an impact on
the production database:
#. The serial number of the database is modified (to prevent it from sending information as if it
was the production database).
#. The :ref:`base URL of the database <domain-name/web-base-url>` is reset to
``http://localhost:8069`` and the email domain to ``localhost``.
#. Scheduled actions are disabled (the calendar synchronization, the bank statement
synchronization, the planned automated actions, the fetching of incoming mail servers, etc.).
#. Outgoing mail servers are disabled by archiving the existing ones and adding a
fake/non-working one.
#. Payment providers and delivery carriers are reset to test environment.
#. Accounting localization Electronic Data Interchange (EDI) services are disabled.
#. A system parameter is set to tell the database has been neutered.
.. _upgrade/test-db-request:
Request a test database
=======================
Follow the instructions available per hosting type on the `website form
<https://upgrade.odoo.com>`_ and select *Testing* purpose.
.. image:: upgrade/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
database individually. 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:: 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. 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.
.. 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
=====================
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.
.. important::
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.
.. 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:
Help
====
.. _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).
.. seealso::
:doc:`maintain/supported_versions`
.. _upgrade/sla:
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 services at all times.
The upgrade of:
* standard applications
* Studio customization (as long as the :guilabel:`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|
.. seealso::
- :doc:`upgrade/faq`
- :doc:`odoo_sh`
- :doc:`maintain/supported_versions`

View File

@ -47,13 +47,13 @@ In general, the "smaller" the database, the quickest the upgrade request is comp
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.
You can expect the time it takes for the platform to upgrade the test database to be similar to the
production upgrade.
.. _upgrade-faq/project:
The upgrade project
===================
Duration of 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.
@ -80,6 +80,17 @@ partners, or you can do it yourself.
.. note:: |assistance-contact|
.. _upgrade-faq/upgrade-or-migration:
Upgrade or Migration
====================
An upgrade is switching to a newer version of Odoo, while a migration reflects the change of
:ref:`editions <upgrade-faq/editions-change>` or change of :ref:`hosting type
<upgrade-faq/hosting-types-switch>`.
.. note:: |assistance-contact|
.. _upgrade-faq/editions-change:
Editions change (from Community to Enterprise)
@ -88,7 +99,9 @@ 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|
.. note::
If you need assistance on this matter, please contact us via the `Odoo Support page
<https://www.odoo.com/help>`_.
.. seealso::
- `Editions <https://www.odoo.com/page/editions>`_
@ -105,6 +118,28 @@ Open the following link to get :doc:`more information about how to change your h
.. note:: |assistance-contact|
.. _upgrade-faq/upgrade-report:
The Upgrade Report
==================
When an upgrade request completes successfully (test or production), you receive an email
notification about it that includes an 'Upgrade Report'. This report is also sent to you via the
Discuss app. It contains valuable information regarding changes that occurred during the upgrade.
While it serves as a guide to possible issues to look out for, it is not an exhaustive list. It
remains imperative that you test the upgraded database thoroughly and report any discrepancies you
might find, before you decide to upgrade your production database.
.. _upgrade-faq/custom-views:
Custom views
============
During the upgrade, some custom views might get disabled for technical reasons. Therefore they might
have to be fixed after the upgrade. The :ref:`Upgrade Report <upgrade-faq/upgrade-report>` that is
generated after the upgrade is available in the Discuss app, and lists all the custom views that
might be impacted by this.
.. _upgrade-faq/release-notes:
Release Notes by version
@ -114,38 +149,37 @@ Open our `Release Note <https://www.odoo.com/page/release-notes>`_ page to get a
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>`_
`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)**
(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.
@ -168,4 +202,27 @@ The uploaded and migrated databases uploaded to the Upgrade platform are kept fo
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>`_.
Regulation page <https://www.odoo.com/gdpr>`_.
Rolling Release (applicable to Odoo Online databases)
=====================================================
This feature allows customers to upgrade their database directly from a message prompt sent to the
database administrator as soon as the new version is released. Odoo first tests the upgrade to the
next version. The rolling release upgrade option is displayed if the automated tests are successful.
The message offers two options:
#. To 'Upgrade Now', which immediately triggers the upgrade of your live production database.
#. To take you to your `database manager <https://www.odoo.com/my/databases/>`_ where you can
`request an upgraded test database <https://upgrade.odoo.com/#online/>`_ and check the upgraded
test database for any discrepancies.
When you choose to proceed with the production upgrade directly, make sure all users have saved
their work and are logged out. The upgrade takes approximately 15 minutes. During this time your
database is unreachable. If you notice any problem after the upgrade, please report it via the `Odoo
Support page <https://www.odoo.com/help>`_.
.. note::
If you are using the Website or Studio app, we recommend you always do a test upgrade before
upgrading your production instance.

View File

@ -1,46 +1,66 @@
=======================
Odoo.sh version upgrade
=======================
=======
Odoo.sh
=======
Download and Upload your database
=================================
Test upgrade request
====================
Download a dump of your database (from the :ref:`Builds view <odoosh-gettingstarted-builds-download-dump>`), choose the
exact copy and without filestore options. Upload the .sql.gz dump on https://upgrade.odoo.com/upload and
select the Testing Purpose. If you have custom code, you can choose to have it upgraded by us, or do it yourself. Once
it's processed, you'll get a dump of the database in return.
Download a dump of your database (from the :ref:`Builds view
<odoosh-gettingstarted-builds-download-dump>`), choose the **exact copy** and **without filestore**
options. Upload the .sql.gz dump on https://upgrade.odoo.com/upload and select the testing purpose.
Once it's processed, you'll get a dump of the database in return.
.. warning::
Do *not* upload *backups* of your production database (found in the Backups tab of the production branch) as these
are incompatible with the Upgrade platform - they contain your complete sources, etc. that are not needed for the
upgrade. Make sure to download a **Dump** instead - either through the Backups tab using the *Download Dump* button
or through the Builds page by using the *Download Dump* entry of the contextual menu of your latest production build.
.. important::
To have the most up-to-date test version of your database, create a backup of your production
database just before creating your request. Upload it in your staging branch, select **Exact
dump** and **Without filestore**, and then click *start*.
Test your upgraded database
===========================
Create a staging branch that will run the upgraded database. Either make sure your production branch's code is
compatible between the two Odoo versions and fork your production branch, or make a new staging branch containing
the upgraded code.
At the beginning of your upgrade project, make sure that you create a new staging branch for testing
purposes by forking your main branch.
Once the staging build is done (it doesn't matter if it failed due to the version incompatibility), import your
upgraded dump in the backups tab of the branch. The platform will automatically detect the version of the dump and
change the version of Odoo's source code to the corresponding version for the build.
Once the staging build is complete (it doesn't matter if it failed due to the version
incompatibility), import your upgraded dump in the *Backups* tab of the branch.
.. note::
The platform automatically detects the version of the dump and changes the version of Odoo's
source code to the corresponding version of the build.
Test the upgraded database and make sure everything runs as it's supposed to.
Replace your existing production database
=========================================
Upgrade your production database
================================
Once you've tested everything and you're satisfied, start the process over to get an up-to-date upgraded dump:
Once you've tested everything and you're satisfied, start the process over to get an up-to-date
upgraded dump:
* Make a new dump of your production database (as described in step 1)
* Upload it on upgrade.odoo.com and select the Production purpose
* Receive the newly upgraded dump and import it in your production branch. The build might get marked as failed because
the platform will run it with the upgraded databases' Odoo version together with the old custom code.
* Receive the newly upgraded dump and import it in your production branch. The build might get
marked as failed because the platform will run it with the upgraded databases' Odoo version
together with the old custom code.
* Merge or commit the upgraded custom code in the production branch
If anything goes wrong, remember you can restore a backup. The platform will always make one before you make any
Odoo.sh operation on the production database. If the restored backup comes from a previous version, the platform will
detect it and change the project's Odoo version back if it needs to.
If anything goes wrong, remember you can restore a backup. The platform will always make one before
you make any Odoo.sh operation on the production database. If the restored backup comes from a
previous version, the platform will detect it and change the project's Odoo version back if it needs
to.
Custom modules (if applicable)
==============================
The upgrade of a database that contains custom modules is a 2 step process.
#. The standard upgrade is done when your upgrade request is completed.
#. Your custom modules also need to be upgraded to keep them compatible with the new version.
Depending on your contract, the upgrade of your custom modules can be done
- by yourself
- by your Partner
- by Odoo (if you hold a subscription to 'Maintenance of Customizations')
.. seealso::
- :ref:`upgrade/sla`

View File

@ -0,0 +1,59 @@
==========
On-Premise
==========
Test upgrade request
====================
There are two ways to create your upgrade request.
Upgrade request via command line
--------------------------------
For technically-advanced users and partners, the upgrade process can be initiated via the following
command line on the server where the database is hosted:
:command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t
<target version>`
The above command creates the database dump, sends it to the upgrade platform, and initiates the
automated upgrade process. During the upgrade, you can follow the live logs on your screen.
Once the upgrade process is completed successfully, the upgraded database is restored onto the
server (as a duplicate test database).
Upgrade request via the Odoo Upgrade Portal
-------------------------------------------
#. Download a recent copy of your database and select the option :guilabel:`pg_dump custom format
(without filestore)`.
#. Upload this dump file at https://upgrade.odoo.com and select *Testing* as the aim.
Odoo performs the automated upgrade process. Once it is completed, you receive an email with a
link to download the upgrade database dump file.
#. Import the upgraded database into your on-premise environment and manually test all processes and
workflows.
.. note::
- For security reasons, only the person who submitted the upgrade request is able to download it.
- Any problem found during testing should be reported via the `helpdesk
<https://odoo.com/help>`_.
Upgrade your production database
================================
Once you have completed the testing successfully, you can proceed to upgrade your live database in
production. Download your upgraded database from the link in the email and import it onto your live
environment.
Custom modules (if applicable)
==============================
The upgrade of a database that contains custom modules is a two-step process.
#. The standard upgrade is done when your upgrade request is completed.
#. Your custom modules also need to be upgraded to keep them compatible with the new version.
Depending on your contract, the upgrade of your custom modules can be done
#. by yourself.
#. by your Partner.
#. by Odoo (if you hold a subscription to 'Maintenance of Customizations').

View File

@ -0,0 +1,28 @@
==================
Odoo Online (SaaS)
==================
Requesting a test upgrade
=========================
#. Go to your `database manager <https://www.odoo.com/my/databases/>`_
#. Click on your profile icon and select *My Databases*.
.. image:: online_hosting/accessing-my-databases.png
:alt: Selecting My Databases under my profile
#. Click on the action settings icon next to your main database and select the *Upgrade* option.
.. image:: online_hosting/upgrade-option.png
:alt: Selecting the action settings icon
#. In the pop-up message that will appear, select Test Upgrade.
.. image:: online_hosting/select-test-upgrade.png
:alt: Selecting test upgrade
#. This triggers the automated upgrade process. A confirmation email is then sent to you with the
the link to the upgraded database or to provide information if the upgrade failed.
.. note::
You can also see and access your test database from your *My Databases* page.

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.. |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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.. |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|

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@ -1,8 +1,8 @@
:nosearch:
===========
Bank & Cash
===========
=============
Bank and cash
=============
.. toctree::
:titlesonly:

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:nosearch:
==========
Bank Feeds
Bank feeds
==========
.. toctree::

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===============
Bank Statements
Bank statements
===============
Importing your bank statements in Odoo Accounting allows you to keep track of the financial

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@ -1,5 +1,5 @@
======================================
Bank Synchronization: Automatic Import
Bank synchronization: Automatic import
======================================
Odoo can synchronize directly with your bank institution to get all bank statements imported

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@ -1,7 +1,7 @@
:nosearch:
===================
Bank Reconciliation
Bank reconciliation
===================
.. toctree::

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:nosearch:
====================
Fiscal Localizations
Fiscal localizations
====================
.. toctree::

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@ -17,6 +17,7 @@ Localizations
localizations/indonesia
localizations/italy
localizations/italy_IT
localizations/luxembourg
localizations/mexico
localizations/netherlands
localizations/peru

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@ -7,7 +7,7 @@ Webinars
Below you can find videos with a general description of the localization, and how to configure it.
- `VIDEO WEBINAR OF A COMPLETE DEMO <https://youtu.be/BOzucXRUZDE>`_.
- `VIDEO WEBINAR OF A COMPLETE DEMO <https://youtu.be/Y83p3YK1lFU>`_.
Introduction
============

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@ -30,8 +30,7 @@ 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

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@ -0,0 +1,86 @@
==========
Luxembourg
==========
Configuration
=============
:ref:`Install <general/install>` the following modules to get all the features of the Luxembourgish
localization:
- :guilabel:`Luxembourg - Accounting` (module's technical name: ``l10n_lu``).
- :guilabel:`Luxembourg - Accounting Reports` (module's technical name: ``l10n_lu_reports``).
- :guilabel:`Luxembourg - Annual VAT Report` (module's technical name: ``l10n_lu_reports_annual_vat``).
.. image:: luxembourg/modules.png
:align: center
:alt: The three modules for the Luxembourgish Fiscal Localization Package on Odoo
.. tip::
Installing the module :guilabel:`Luxembourg - Accounting Reports` installs all three modules at
once.
Standard Chart of Accounts - PCN 2020
=====================================
Odoo's :doc:`Fiscal Localization Package <../overview/fiscal_localization_packages>` for Luxembourg
includes the current **Standard Chart of Accounts (PCN 2020)**, effective since January 2020.
eCDF tax return
===============
Tax returns in Luxembourg require a specific XML file to upload on the eCDF.
To download it, go to :menuselection:`Accounting --> Report --> Audit Reports --> Tax Report`, and
click on :guilabel:`Export eCDF declaration`.
.. seealso::
- :doc:`../../reporting/declarations/tax_returns`
- `Platform for electronic gathering of financial data (eCDF) <http://www.ecdf.lu>`_
Annual tax report
=================
You can generate an XML file to electronically file your annual tax report with the tax office.
To do so, go to :menuselection:`Accounting --> Report --> Luxembourg --> Annual Tax Report`, click
on :guilabel:`Create`, then define the annual period in the :guilabel:`Year` field.
The **simplified annual declaration** is automatically generated. You can manually add values in all
the fields to get a **complete annual declaration**.
.. image:: luxembourg/annual-tax-report.png
:align: center
:alt: Odoo Accounting (Luxembourg localization) generates an annual tax declaration.
To help you complete it, you can use the information provided on the :guilabel:`Tax Report`. To do
so, go to :menuselection:`Accounting --> Report --> Audit Reports --> Tax Report`, then click on the
:guilabel:`Tax Report` dropdown menu and select the type of report you want to display.
.. image:: luxembourg/tax-report-types.png
:align: center
:alt: Dropdown menu to select the type of Tax Report
Finally, click on :guilabel:`Export XML` to download the XML file.
.. note::
This feature requires the module :guilabel:`Luxembourg - Annual VAT Report` to be installed.
FAIA (SAF-T)
============
**FAIA (Fichier dAudit Informatisé AED)** is a standardized and structured file that facilitates
the exchange of information between the taxpayers' accounting system and the tax office. It is the
Luxembourgish version of the OECD-recommended SAF-T (Standard Audit File for Tax).
Odoo can generate an XML file that contains all the content of an accounting period according to the
rules imposed by the Luxembourg tax authorities on digital audit files.
.. note::
This feature requires the module :guilabel:`Luxembourg - Accounting Reports` to be installed.
Export FAIA file
----------------
Go to :menuselection:`Accounting --> Reporting --> Audit Reports --> General Ledger`, then click on
:guilabel:`FAIA`.

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@ -555,6 +555,14 @@ be *In Payment* since the payment will be effectively validated when it is bank
associated with the invoice, it must be valid so that the stamped payment complement can be
created.
.. warning::
- When making a payment in MXN for an invoice in USD, the payment must be created using the
:guilabel:`Register Payment` button **on the invoice view** and not separately as a payment.
Otherwise, the payment CFDI is not correctly generated.
- As such, a payment in MXN cannot be used to pay multiple invoices in USD. Rather, the payment
should be separated into multiple payments created using the :guilabel:`Register Payment`
button on the corresponding invoices.
Register PUE Payments
~~~~~~~~~~~~~~~~~~~~~

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@ -1,5 +1,5 @@
============================
Fiscal Localization Packages
Fiscal localization packages
============================
**Fiscal Localization Packages** are country-specific modules that install pre-configured taxes,

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@ -6,7 +6,7 @@ Odoo Accounting can be used in many countries out of the box by installing the a
Here is a list of all :doc:`Fiscal Localization Packages <fiscal_localization_packages>` that are
available on Odoo.
Fiscal Localization Packages available
Fiscal localization packages available
======================================
- Algeria - Accounting

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@ -1,7 +1,7 @@
:nosearch:
===============
Getting Started
Getting started
===============
.. toctree::

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:nosearch:
=====================
Initial Configuration
Initial configuration
=====================
.. toctree::

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:nosearch:
===========
========
Analytic
===========
========
.. toctree::
:titlesonly:

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:nosearch:
================
Account Payables
Account payables
================
.. toctree::

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:nosearch:
===============
Vendor Payments
Vendor payments
===============
.. toctree::

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@ -1,5 +1,5 @@
=============
Pay by Checks
Pay by checks
=============
Once you decide to pay a supplier bill, you can select to pay by check.

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@ -1,7 +1,7 @@
:nosearch:
============
Vendor Bills
Vendor bills
============
.. toctree::

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@ -1,5 +1,5 @@
===================================
Non-current Assets and Fixed Assets
Non-current assets and fixed assets
===================================
**Non-current Assets**, also known as **long-term assets**, are investments that are expected to be

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@ -1,5 +1,5 @@
=================================
Deferred Expenses and Prepayments
Deferred expenses and prepayments
=================================
**Deferred expenses** and **prepayments** (also known as **prepaid expense**), are both costs that

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@ -1,5 +1,5 @@
===================
Manage vendor Bills
Manage vendor bills
===================
The **Purchase** application allows you to manage your purchase orders,

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@ -1,15 +1,18 @@
==============================================================
Digitize Vendor Bills with Optical Character Recognition (OCR)
Digitize vendor bills with optical character recognition (OCR)
==============================================================
Encoding bills manually can be a time-consuming task. Having a solution that allows you to digitize
them and automatically import the data to your database reduces errors and saves you time.
them and automatically import the data into your database reduces errors and saves you time.
.. important::
`Try it out <https://www.odoo.com/app/invoice-automation>`_! Upload one of your Bills or try one of our samples.
Set up the feature
==================
Go to :menuselection:`Accounting --> Settings --> Bill Digitalization`, and choose whether the bills
should be processed automatically or manually.
should be processed automatically (with OCR) or manually (on demand).
.. image:: media/setup_ocr.png
:align: center
@ -41,7 +44,7 @@ Pricing
=======
| The *Bill Digitalization* is an *In-App Purchase (IAP)* service which requires prepaid credits to
work. Digitalizing one document consumes one credit.
work. Digitizing one document consumes one credit.
| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Bill
Digitalization` and click on *Buy credits*, or go to :menuselection:`Settings --> Odoo IAP` and
click on *View My Services*.
@ -49,4 +52,5 @@ Pricing
.. important::
- If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
credits to test the feature.
- Click `here <https://iap.odoo.com/privacy#header_4>`_ to know about our *Privacy Policy*.
.. seealso::
- Our `Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.

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@ -1,5 +1,5 @@
=================
Purchase Receipts
Purchase receipts
=================
**Purchase Receipts** are not invoices but rather confirmations of received payments, such as a

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:nosearch:
===================
Account Receivables
Account receivables
===================
.. toctree::

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:nosearch:
=================
Customer Invoices
Customer invoices
=================
.. toctree::

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@ -1,5 +1,5 @@
=============
Cash Rounding
Cash rounding
=============
**Cash rounding** is required when the lowest physical denomination

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@ -1,5 +1,5 @@
========================
Credit Notes and Refunds
Credit notes and refunds
========================
A **credit note**, or **credit memo**, is a document issued
to a customer that notifies them that they have been credited

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@ -1,5 +1,5 @@
=================
Deferred Revenues
Deferred revenues
=================
**Deferred revenues**, or **unearned revenue**, are payments made in advance by customers for

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@ -1,5 +1,5 @@
===================================
Payment Terms and Installment Plans
Payment terms and installment plans
===================================
**Payment Terms** specify all the conditions under which a sale is paid, mostly to ensure customers

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@ -1,5 +1,5 @@
======================================
Send your Invoices by Post (Snailmail)
Send your invoices by post (Snailmail)
======================================
Direct mail is a great way to capture individuals attention at a time where inboxes are always

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@ -1,7 +1,7 @@
:nosearch:
=================
Customer Payments
Customer payments
=================
.. toctree::

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@ -1,5 +1,5 @@
==================================================
Batch Payments: Batch Deposits (checks, cash etc.)
Batch payments: Batch deposits (checks, cash etc.)
==================================================
A **Batch Deposit** groups multiple payments in a single batch. This allows you to deposit several

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@ -1,5 +1,5 @@
=======================================
Batch Payments: SEPA Direct Debit (SDD)
Batch payments: SEPA Direct Debit (SDD)
=======================================
SEPA, the Single Euro Payments Area, is a payment-integration initiative of the European Union for

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@ -1,5 +1,5 @@
======================
Invoice Online Payment
Invoice online payment
======================
To make it more convenient for your customers to pay the invoices you issue, you can activate the

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@ -1,8 +1,8 @@
:nosearch:
===========
=========
Reporting
===========
=========
.. toctree::
:titlesonly:

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@ -24,5 +24,6 @@ Go to :menuselection:`Accounting --> Settings --> Customer Invoices`, then enabl
.. 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_invoice_expiry`` module to archive the old codes.
:ref:`install <general/install>` the ``account_intrastat_expiry`` module to archive the old
codes.

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@ -1,5 +1,5 @@
============================
Tax Return (VAT Declaration)
Tax return (VAT declaration)
============================
Companies that are registered for **VAT (Value Added Tax)** must file a **Tax return** on a monthly

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@ -1,7 +1,7 @@
:nosearch:
===========
Fiscal Year
Fiscal year
===========
.. toctree::

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@ -11,6 +11,7 @@ Taxes
taxes/default_taxes
taxes/fiscal_positions
taxes/eu_distance_selling
taxes/avatax
taxes/taxcloud
taxes/retention
taxes/B2B_B2C

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@ -0,0 +1,74 @@
==================
Avatax integration
==================
Avatax is a tax calculation provider that can be integrated in Odoo.
.. _avatax/credentials:
Credential configuration
========================
To integrate Avatax with Odoo, go to :menuselection:`Accounting --> Configuration --> Settings -->
Taxes` and add your Avatax credentials in the :guilabel:`Avatax` section.
.. tip::
If you do not yet have credentials, click on :guilabel:`How to Get Credentials`.
.. image:: avatax/avatax-configuration-settings.png
:align: center
:alt: Configure Avatax settings
.. _avatax/tax-mapping:
Tax mapping
===========
The Avatax integration is available on Sale Orders and Invoices with the included Avatax fiscal
position.
Before using the integration, specify an :guilabel:`Avatax Category` on the product categories.
.. image:: avatax/avatax-category.png
:align: center
:alt: Specify Avatax Category on products
Avatax Categories may be overridden or set on individual products as well.
.. image:: avatax/override-avatax-product-category.png
:align: center
:alt: Override product categories as needed
.. _avatax/address-mapping:
Address validation
==================
Manually validate customer addresses by clicking the :guilabel:`Validate address` link in the
customer form view.
.. image:: avatax/validate-customer-address.png
:align: center
:alt: Validate customer addresses
If preferred, choose to keep the newly validated address or the original address in the wizard that
pops up.
.. image:: avatax/choose-customer-address.png
:align: center
:alt: Address validation wizard
.. _avatax/tax-calculation:
Tax calculation
===============
Automatically calculate taxes on Odoo quotations and invoices with Avatax by confirming the
documents. Alternatively, calculate the taxes manually by clicking the :guilabel:`Compute taxes
using Avatax` button while these documents are in draft mode.
Use the :guilabel:`Avalara Code` field that's available on customers, quotations, and invoices to
cross-reference data in Odoo and Avatax.
.. seealso::
- :doc:`fiscal_positions`

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=============
Default Taxes
Default taxes
=============
**Default Taxes** define which :doc:`taxes <taxes>` are automatically selected when there is no

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===================================
EU intra-community Distance Selling
EU intra-community distance selling
===================================
**Distance sales within the European Union** include cross-border sales of goods and services to a
@ -14,7 +14,7 @@ While this regulation mainly applies to :doc:`eCommerce <../../../../websites/ec
private EU consumers, it is also valid for mail order sales and telesales.
The Union **One-Stop Shop (OSS)** is an online portal where businesses can register for the OSS and
declare their intra-community distance sales. Each EU member states integrates an online OSS portal.
declare their intra-community distance sales. Each EU member state integrates an online OSS portal.
The **EU intra-community Distance Selling** feature helps your organization comply with this
regulation by creating and configuring new :doc:`fiscal positions <fiscal_positions>` and

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@ -1,5 +1,5 @@
==========================================
Fiscal Positions (tax and account mapping)
Fiscal positions (tax and account mapping)
==========================================
Default taxes and accounts are set on products and customers to create new transactions on the fly.

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@ -28,8 +28,13 @@ To retrieve them, log into your Authorize.Net account, go to :menuselection:`Acc
Key**.
.. important::
If you are trying Authorize.Net as a test, with a *sandbox account*, change the **State** to
*Test Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
If you are trying Authorize.Net as a test, with a *sandbox account*, change the :guilabel:`State`
to :guilabel:`Test Mode`. We recommend doing this on a test Odoo database, rather than on your
main database.
If you set :guilabel:`Test Mode` on Odoo and use an authorize.net account instead of a
sandbox.authorize.net account, it results in the following error: *The merchant login ID or
password is invalid or the account is inactive*.
Configuration tab
-----------------

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@ -5,61 +5,105 @@ Stripe
`Stripe <https://stripe.com/>`_ is a United States-based online payment solution provider, allowing
businesses to accept **credit cards** and other payment methods.
Configuration
=============
Link your Stripe Account with Odoo
==================================
.. seealso::
- :ref:`payment_acquirers/add_new`
Credentials tab
---------------
The method to acquire your credentials depends on your hosting type:
Odoo needs your **API Credentials** to connect with your Stripe account, which comprises:
.. tabs::
.. group-tab:: Odoo Online
#. Go to the **eCommerce** or the **Sales** app and click on the *Activate Stripe* or the *Set
payments* button on the onboarding banner.
#. Fill in the requested information and submit the form.
#. Confirm your email address when Stripe sends you a confirmation email.
#. At the end of the process, you are redirected to Odoo. If you submitted all the requested
information, you are all set and your payment acquirer is enabled.
#. Your can continue to :ref:`stripe/local-payment-methods`.
.. tip::
To use your own API keys, :ref:`activate the Developer mode <developer-mode>` and
:ref:`enable Stripe manually <payment_acquirers/add_new>`. You can then :ref:`Fill in your
credentials <stripe/api_keys>`, :ref:`generate a webhook <stripe/webhook>` and enable the
payment acquirer.
.. group-tab:: Odoo.sh or On-premise
#. Go to the **eCommerce** or the **Sales** app and click on the *Activate Stripe* or the *Set
payments* button on the onboarding banner.
#. Fill in the requested information and submit the form.
#. Confirm your email address when Stripe sends you a confirmation email.
#. At the end of the process, you are redirected to the payment acquirer **Stripe** on Odoo.
#. :ref:`Fill in your credentials <stripe/api_keys>`.
#. :ref:`Generate a webhook <stripe/webhook>`.
#. Enable the payment acquirer.
#. You are all set and can continue to :ref:`stripe/local-payment-methods`.
.. tip::
To connect your Stripe account after the onboarding is already completed, go to
:menuselection:`Accounting --> Configuration --> Payment Acquirers --> Stripe` and click on the
*Connect Stripe* button.
.. important::
If you are testing Stripe (in **test mode**), change the **State** to *Test Mode*. We recommend
doing this on a test Odoo database rather than on your main database.
.. _stripe/api_keys:
Fill in your credentials
------------------------
In case your **API Credentials** are required to connect with your Stripe account, these are the
credentials that must be completed:
- :ref:`Publishable Key <stripe/api_keys>`: The key solely used to identify the account with Stripe.
- :ref:`Secret Key <stripe/api_keys>`: The key to sign the merchant account with Stripe.
- :ref:`Webhook Signing Secret <stripe/webhook>`: When you enable your webhook on your Stripe
account, this signing secret must be set to authenticate the messages sent from Stripe to Odoo.
.. important::
If you are trying Stripe as a test, in the **test mode**, change the **State** to *Test
Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
.. _stripe/api_keys:
Publishable and Secret keys
~~~~~~~~~~~~~~~~~~~~~~~~~~~
To retrieve the publishable and secret keys, follow this `link to your API keys
<https://dashboard.stripe.com/account/apikeys>`_, or log into your Stripe dashboard and go to
:menuselection:`Developers --> API Keys --> Standard Keys`.
.. _stripe/webhook:
Webhook Signing Secret
~~~~~~~~~~~~~~~~~~~~~~
Generate a webhook
------------------
To retrieve the webhook signing secret, you first need to create a webhook.
In case your **Webhook Signing Secret** is required to connect with your Stripe account, you can
create a webhook either automatically or manually.
To do so, follow this `link to your webhooks <https://dashboard.stripe.com/webhooks>`_, or log into
your Stripe dashboard and go to :menuselection:`Developers --> Webhooks`. Then, click on **Add
endpoint** in your **Hosted endpoints**. A form opens, where you'll need to add the following data:
.. tabs::
.. tab:: Create the webhook automatically
- | In the **Endpoint URL**, enter your Odoo database's URL followed by ``/payment/stripe/webhook``.
| For example: ``https://yourcompany.odoo.com/payment/stripe/webhook``
- At the end of the form, you can **Select events** to listen to. Click on it and, in the
**Checkout** section, select **checkout.session.completed**.
Make sure your :ref:`Publishable and Secret keys <stripe/api_keys>` are filled in, then click
on the *Generate your Webhook* button.
.. note::
It is possible to select other events, but they are currently not processed by Odoo.
.. tab:: Create the webhook manually
When you click on **Add endpoint**, your Webhook is configured. You can then click on **reveal** to
display your signing secret.
Visit the `webhooks page on Stripe <https://dashboard.stripe.com/webhooks>`_, or log into your
Stripe dashboard and go to :menuselection:`Developers --> Webhooks`. Then, click on **Add
endpoint** in your **Hosted endpoints** and insert the following data into the pop-up form:
- | In the **Endpoint URL**, enter your Odoo database's URL followed by
| `/payment/stripe/webhook`.
| For example: `https://yourcompany.odoo.com/payment/stripe/webhook`
- At the end of the form, you can **Select events** to listen to. Click on it and, in the
**Checkout** section, select **checkout.session.completed**.
.. note::
It is possible to select other events, but they are currently not processed by Odoo.
When you click on **Add endpoint**, your Webhook is configured. You can then click on
**reveal** to display your signing secret.
.. _stripe/local-payment-methods:
Enable local payment methods
----------------------------
============================
Local payment methods are payment methods that are only available for certain merchants and
customers countries and currencies.

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@ -8,7 +8,10 @@ Miscellaneous
general/auth
general/apps_modules
general/export_import_data
general/email_communication
general/voip
general/calendars
general/digest_emails
general/in_app_purchase
general/developer_mode

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@ -8,7 +8,7 @@ You can :ref:`install <general/install>`, :ref:`upgrade <general/upgrade>` and :
By default, an *Apps* filter is applied. If you want to search for modules, click on
*Filters* and select *Extra*.
.. image:: apps-search-filter.png
.. image:: apps_modules/apps-search-filter.png
:align: center
:alt: Add "Extra" filter in Odoo Apps
@ -58,14 +58,14 @@ Uninstall apps and modules
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to uninstall, then on
*Uninstall*.
.. image:: uninstall.png
.. image:: apps_modules/uninstall.png
:align: center
Some apps have dependencies, meaning that one app requires another. Therefore, uninstalling one app
may uninstall multiple apps and modules. Odoo warns you which dependant apps and modules are
affected by it.
.. image:: uninstall_deps.png
.. image:: apps_modules/uninstall_deps.png
:align: center
To complete the uninstallation, click on *Confirm*.

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@ -11,7 +11,7 @@ Activate through the Settings
Go to :menuselection:`Settings --> Activate the developer mode`.
.. image:: settings.png
.. image:: developer_mode/settings.png
:align: center
:alt: Overview of the debug options under settings in Odoo
@ -29,7 +29,7 @@ Activate through a browser extension
| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a
double click enables it with assets. To deactivate it, use a single click.
.. image:: monkey.png
.. image:: developer_mode/monkey.png
:align: center
:alt: View of odoos debug icon in a chromes toolbar
@ -50,7 +50,7 @@ Activate through the URL
In the URL, add ``?debug=1`` or ``?debug=true`` after *web*. To deactivate the
debug mode, add `?debug=0` instead.
.. image:: url.png
.. image:: developer_mode/url.png
:align: center
:alt: Overview of an url with the debug mode command added in Odoo
@ -73,7 +73,7 @@ It contains some useful menu items such as:
- see the `fields view get`
- and much more.
.. image:: button_location.png
.. image:: developer_mode/button_location.png
:align: center
:alt: Overview of a console page and the debug icon being shown in Odoo

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