From f26e9a5a6e32eac834fc4c35889c3a856b3c652c Mon Sep 17 00:00:00 2001 From: "Tiffany Chang (tic)" Date: Tue, 9 Dec 2025 14:59:25 +0100 Subject: [PATCH] [I18N] *: re-export pot files As per usual, leave off developer.pot and contributing.pot since we don't translate them (not useful, can't really contribute to/dev in Odoo without knowing English) --- locale/sources/administration.pot | 796 ++++++++++++------------ locale/sources/essentials.pot | 320 +++++----- locale/sources/finance.pot | 964 +++++++++++++++++++----------- locale/sources/general.pot | 4 +- locale/sources/sales.pot | 132 ++-- 5 files changed, 1226 insertions(+), 990 deletions(-) diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 6c65456351..30dea19229 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-11-18 10:55+0000\n" +"POT-Creation-Date: 2025-12-09 13:40+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -17,7 +17,6 @@ msgstr "" "Content-Transfer-Encoding: 8bit\n" #: ../../content/administration.rst:8 -#: ../../content/administration/odoo_online.rst:18 msgid "Database management" msgstr "" @@ -506,244 +505,193 @@ msgstr "" #: ../../content/administration/supported_versions.rst:29 #: ../../content/administration/upgrade.rst:14 #: ../../content/administration/upgrade.rst:109 -#: ../../content/administration/upgrade.rst:337 +#: ../../content/administration/upgrade.rst:330 msgid "Odoo Online" msgstr "" #: ../../content/administration/odoo_online.rst:5 -msgid "`Odoo Online `_ provides private databases which are fully managed and hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including customizations that don't require code." -msgstr "" - -#: ../../content/administration/odoo_online.rst:10 -msgid "Odoo Online is incompatible with custom modules or the Odoo App Store." +msgid "`Odoo Online `_ offers private databases hosted and managed by Odoo. Odoo Online databases can be accessed using any web browser and do not require a local installation. They can be used for long-term production or to thoroughly test Odoo, including customizations that do not require custom code." msgstr "" -#: ../../content/administration/odoo_online.rst:12 -msgid "Odoo Online databases are accessed using any web browser and do not require a local installation." +#: ../../content/administration/odoo_online.rst:11 +msgid "To quickly try out Odoo, shared `demo databases `_ are available for testing. No registration is required; however, each database is only available for a few hours." msgstr "" -#: ../../content/administration/odoo_online.rst:14 -msgid "To quickly try out Odoo, shared `demo `_ instances are available. No registration is required, but each instance only lives for a few hours." +#: ../../content/administration/odoo_online.rst:15 +msgid "Odoo Online is incompatible with custom modules or modules from the `Odoo Apps Store `_." msgstr "" -#: ../../content/administration/odoo_online.rst:20 -msgid "To manage a database, go to the `database manager `_ and sign in as the database administrator." +#: ../../content/administration/odoo_online.rst:21 +msgid "Database manager" msgstr "" #: ../../content/administration/odoo_online.rst:23 -msgid "All the main database management options are available by clicking the database name, except the upgrade option, which can be accessed by clicking the **arrow in a circle** icon next to the database name. It is only displayed if an upgrade is available." +msgid "To manage an Odoo Online database, open to the `database manager `_ and sign in as the database administrator." msgstr "" -#: ../../content/administration/odoo_online.rst:-1 -msgid "Accessing the database management options" -msgstr "" - -#: ../../content/administration/odoo_online.rst:30 -msgid ":ref:`odoo_online/upgrade`" +#: ../../content/administration/odoo_online.rst:29 +msgid "Domain names" msgstr "" #: ../../content/administration/odoo_online.rst:31 -msgid ":ref:`odoo_online/duplicate`" -msgstr "" - -#: ../../content/administration/odoo_online.rst:32 -msgid ":ref:`odoo_online/rename`" -msgstr "" - -#: ../../content/administration/odoo_online.rst:33 -msgid ":ref:`odoo_online/download`" -msgstr "" - -#: ../../content/administration/odoo_online.rst:34 -msgid ":ref:`odoo_online/domains`" +msgid ":doc:`Configure a custom domain name <../applications/websites/website/configuration/domain_names>` by selecting a database and clicking :icon:`fa-globe` :guilabel:`Domain Names`." msgstr "" #: ../../content/administration/odoo_online.rst:35 -msgid ":ref:`odoo_online/tags`" -msgstr "" - -#: ../../content/administration/odoo_online.rst:36 -msgid ":ref:`odoo_online/delete`" -msgstr "" - -#: ../../content/administration/odoo_online.rst:37 -msgid ":ref:`odoo_online/contact-support`" -msgstr "" - -#: ../../content/administration/odoo_online.rst:38 -msgid ":ref:`odoo_online/users`" -msgstr "" - -#: ../../content/administration/odoo_online.rst:39 -msgid ":ref:`odoo_online/web-services`" +msgid ":ref:`Register a domain name for free `." msgstr "" -#: ../../content/administration/odoo_online.rst:44 -#: ../../content/administration/odoo_sh/getting_started/branches.rst:521 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:123 -#: ../../content/administration/odoo_sh/getting_started/settings.rst:168 -#: ../../content/administration/upgrade.rst:3 -msgid "Upgrade" +#: ../../content/administration/odoo_online.rst:40 +msgid "Tags" msgstr "" -#: ../../content/administration/odoo_online.rst:46 -msgid "Trigger a database upgrade." +#: ../../content/administration/odoo_online.rst:42 +msgid "Add tags to identify and sort databases by selecting a database and clicking :icon:`fa-tags` :guilabel:`Tags`. In the dialog box, enter a tag, click the :icon:`fa-plus-circle` (:guilabel:`plus`) button, and click :guilabel:`Save`." msgstr "" -#: ../../content/administration/odoo_online.rst:49 -msgid "For more information about the upgrade process, check out the :ref:`Odoo Online upgrade documentation `." +#: ../../content/administration/odoo_online.rst:47 +msgid "Search for tags in the :icon:`fa-search` search bar at the top right." msgstr "" -#: ../../content/administration/odoo_online.rst:55 -msgid "Duplicate" +#: ../../content/administration/odoo_online.rst:52 +msgid "Hide" msgstr "" -#: ../../content/administration/odoo_online.rst:57 -msgid "Create an exact copy of the database, which can be used to perform testing without compromising daily operations." +#: ../../content/administration/odoo_online.rst:54 +msgid "Permanently hide the database from the database manager by selecting it and clicking :icon:`fa-eye-slash` :guilabel:`Hide`. In the dialog box, click :guilabel:`Yes, I don't need it anymore`." msgstr "" -#: ../../content/administration/odoo_online.rst:61 -msgid "By checking :guilabel:`For testing purposes`, all external actions (emails, payments, delivery orders, etc.) are disabled by default on the duplicated database." +#: ../../content/administration/odoo_online.rst:59 +msgid "It is possible to access a hidden database through its URL." msgstr "" -#: ../../content/administration/odoo_online.rst:63 -msgid "Duplicated databases expire automatically after 15 days." +#: ../../content/administration/odoo_online.rst:64 +msgid "Manage" msgstr "" -#: ../../content/administration/odoo_online.rst:64 -msgid "A maximum of five duplicates can be made per database. Under extraordinary circumstances, contact `support `_ to raise the limit." +#: ../../content/administration/odoo_online.rst:66 +msgid "Access all other database management options by selecting it and clicking :icon:`fa-gears` :guilabel:`Manage`." msgstr "" #: ../../content/administration/odoo_online.rst:70 -msgid "Rename" +msgid "Switch plans" msgstr "" #: ../../content/administration/odoo_online.rst:72 -msgid "Rename the database and its URL." +msgid "Switch `pricing plans `_ by clicking :guilabel:`Switch` under the desired plan." msgstr "" -#: ../../content/administration/odoo_online.rst:77 -msgid "Download" +#: ../../content/administration/odoo_online.rst:78 +#: ../../content/administration/odoo_sh/getting_started/branches.rst:521 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:123 +#: ../../content/administration/odoo_sh/getting_started/settings.rst:168 +#: ../../content/administration/upgrade.rst:3 +msgid "Upgrade" msgstr "" -#: ../../content/administration/odoo_online.rst:79 -msgid "Download a ZIP file containing a backup of the database." +#: ../../content/administration/odoo_online.rst:80 +msgid "Launch a :ref:`database upgrade ` by clicking :guilabel:`Upgrade`." msgstr "" -#: ../../content/administration/odoo_online.rst:82 -msgid "Databases are backed up daily as per the `Odoo Cloud Hosting SLA `_." +#: ../../content/administration/odoo_online.rst:83 +msgid "This option is only displayed when an upgrade is available." msgstr "" #: ../../content/administration/odoo_online.rst:88 -msgid "Domain names" +msgid "Rename" msgstr "" #: ../../content/administration/odoo_online.rst:90 -msgid "Use a custom :doc:`domain name ` to access the database via another URL." +msgid "Rename and change the URL of a database by clicking :guilabel:`Rename`. In the dialog box, enter a :guilabel:`New name` and click :guilabel:`Rename`." msgstr "" -#: ../../content/administration/odoo_online.rst:94 -msgid "You can :ref:`register a domain name for free `." +#: ../../content/administration/odoo_online.rst:96 +msgid "Duplicate" msgstr "" -#: ../../content/administration/odoo_online.rst:99 -msgid "Tags" +#: ../../content/administration/odoo_online.rst:98 +msgid "Create a copy of the database by clicking :guilabel:`Duplicate`. In the dialog box, enter a :guilabel:`New name` and click :guilabel:`Duplicate`." msgstr "" -#: ../../content/administration/odoo_online.rst:101 -msgid "Add tags to easily identify and sort your databases." +#: ../../content/administration/odoo_online.rst:102 +msgid "By default, the :guilabel:`For testing purposes` option is enabled. It disables all external actions (emails, payments, delivery orders, etc.) on the duplicated database." msgstr "" #: ../../content/administration/odoo_online.rst:104 -msgid "You can search for tags in the search bar." +msgid "Duplicates expire after 15 days." msgstr "" -#: ../../content/administration/odoo_online.rst:109 -#: ../../content/administration/odoo_sh/getting_started/branches.rst:803 -msgid "Delete" +#: ../../content/administration/odoo_online.rst:105 +msgid "A maximum of five duplicates can be created per database. Under extraordinary circumstances, contact `Odoo Support `_ to extend the limit." msgstr "" #: ../../content/administration/odoo_online.rst:111 -msgid "Delete a database instantly." -msgstr "" - -#: ../../content/administration/odoo_online.rst:114 -msgid "Deleting a database means that all data is permanently lost. The deletion is instant and applies to all users. It is recommended to create a backup of the database before deleting it." +#: ../../content/administration/odoo_sh/getting_started/create.rst:97 +msgid "Download a backup" msgstr "" -#: ../../content/administration/odoo_online.rst:117 -msgid "Carefully read the warning message and only proceed if the implications of deleting a database are fully understood." +#: ../../content/administration/odoo_online.rst:113 +msgid "Download a ZIP file containing a database backup by clicking :guilabel:`Download Backup`." msgstr "" -#: ../../content/administration/odoo_online.rst:-1 -msgid "The warning message displayed before deleting a database" +#: ../../content/administration/odoo_online.rst:116 +msgid "Databases are backed up daily as per the `Odoo Cloud Hosting SLA `_." msgstr "" -#: ../../content/administration/odoo_online.rst:124 -msgid "Only an administrator can delete a database." +#: ../../content/administration/odoo_online.rst:118 +msgid "If the :guilabel:`Download Backup` option is disabled, it means the database is too large to be downloaded using the database manager. Contact `Odoo Support `_ to request an alternative download solution." msgstr "" #: ../../content/administration/odoo_online.rst:125 -msgid "The database name is immediately made available to anyone." +msgid "View admin activity logs" msgstr "" -#: ../../content/administration/odoo_online.rst:126 -msgid "Deleting a database if it has expired or is linked to a subscription is impossible. In that case, contact `Odoo Support `_." +#: ../../content/administration/odoo_online.rst:127 +msgid "View the logs of all actions taken by Odoo employees or the database administrator on the database by clicking :guilabel:`View Admin Activity Logs`." msgstr "" -#: ../../content/administration/odoo_online.rst:132 -msgid "Contact us" +#: ../../content/administration/odoo_online.rst:131 +msgid "Actions taken by Odoo employees are typically the result of requests submitted to Odoo support, done within the context of a quick start project, or necessary to maintain the database." msgstr "" -#: ../../content/administration/odoo_online.rst:134 -msgid "Access the `Odoo.com support page `_ with the database's details already pre-filled." +#: ../../content/administration/odoo_online.rst:137 +msgid "Transfer ownership" msgstr "" -#: ../../content/administration/odoo_online.rst:140 -msgid "Invite / remove users" +#: ../../content/administration/odoo_online.rst:139 +msgid "Create a support ticket to request a database ownership transfer by clicking :guilabel:`Transfer Ownership`." msgstr "" -#: ../../content/administration/odoo_online.rst:142 -msgid "To invite users, fill out the new user's email address and click :guilabel:`Invite`. To add multiple users, click :guilabel:`Add more users`." -msgstr "" - -#: ../../content/administration/odoo_online.rst:-1 -msgid "Inviting a user on a database" +#: ../../content/administration/odoo_online.rst:145 +#: ../../content/administration/odoo_sh/getting_started/branches.rst:803 +msgid "Delete" msgstr "" -#: ../../content/administration/odoo_online.rst:148 -msgid "To remove users, select them and click :guilabel:`Remove`." +#: ../../content/administration/odoo_online.rst:147 +msgid "Delete the database and close its related subscription by clicking :guilabel:`Delete`. In the dialog box, click :guilabel:`Delete`." msgstr "" #: ../../content/administration/odoo_online.rst:151 -msgid ":doc:`/applications/general/users`" +msgid "All the database's data will be deleted instaneously for all users and **cannot be restored**. It is recommended to :ref:`download a backup ` before deleting a database." msgstr "" -#: ../../content/administration/odoo_online.rst:152 -msgid ":doc:`odoo_accounts`" +#: ../../content/administration/odoo_online.rst:155 +msgid "After deletion, the database's name becomes available to anyone." msgstr "" -#: ../../content/administration/odoo_online.rst:157 -msgid "Web Services" +#: ../../content/administration/odoo_online.rst:160 +msgid "Web services" msgstr "" -#: ../../content/administration/odoo_online.rst:159 -msgid "In order to programmatically retrieve the list of the databases displayed in the `database manager `_, call the method `list` of the model `odoo.database` via a :doc:`Web Service ` call." -msgstr "" - -#: ../../content/administration/odoo_online.rst:163 -msgid "Inspired from the examples provided in the :doc:`Web Services ` section, this is how to retrieve this list with the library ``xmlrpc.client``::" -msgstr "" - -#: ../../content/administration/odoo_online.rst:176 -msgid "And here is the equivalent example with JSON-RPC::" +#: ../../content/administration/odoo_online.rst:162 +msgid "To retrieve a list of all databases displayed under the `database manager `_ programmatically, call the `list` method of the `odoo.database` model via an :doc:`external JSON-2 API <../developer/reference/external_api>` call." msgstr "" #: ../../content/administration/odoo_sh.rst:6 #: ../../content/administration/supported_versions.rst:30 #: ../../content/administration/upgrade.rst:22 -#: ../../content/administration/upgrade.rst:139 -#: ../../content/administration/upgrade.rst:348 +#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:341 msgid "Odoo.sh" msgstr "" @@ -762,7 +710,7 @@ msgstr "" #: ../../content/administration/odoo_sh/advanced/containers.rst:7 #: ../../content/administration/odoo_sh/advanced/submodules.rst:9 #: ../../content/administration/odoo_sh/first_module.rst:6 -#: ../../content/administration/odoo_sh/getting_started/builds.rst:9 +#: ../../content/administration/odoo_sh/getting_started/builds.rst:14 #: ../../content/administration/odoo_sh/getting_started/online-editor.rst:9 #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 @@ -1703,7 +1651,7 @@ msgid "The branches view provides an overview of the different branches in your msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:10 -#: ../../content/administration/odoo_sh/getting_started/builds.rst:41 +#: ../../content/administration/odoo_sh/getting_started/builds.rst:43 msgid "Stages" msgstr "" @@ -1745,7 +1693,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:37 #: ../../content/administration/odoo_sh/getting_started/branches.rst:499 -#: ../../content/administration/odoo_sh/getting_started/builds.rst:44 +#: ../../content/administration/odoo_sh/getting_started/builds.rst:48 #: ../../content/administration/odoo_sh/getting_started/settings.rst:132 msgid "Production" msgstr "" @@ -1784,7 +1732,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:72 #: ../../content/administration/odoo_sh/getting_started/branches.rst:502 -#: ../../content/administration/odoo_sh/getting_started/builds.rst:63 +#: ../../content/administration/odoo_sh/getting_started/builds.rst:69 #: ../../content/administration/odoo_sh/getting_started/settings.rst:87 msgid "Staging" msgstr "" @@ -1839,7 +1787,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:118 #: ../../content/administration/odoo_sh/getting_started/branches.rst:505 -#: ../../content/administration/odoo_sh/getting_started/builds.rst:81 +#: ../../content/administration/odoo_sh/getting_started/builds.rst:89 #: ../../content/administration/odoo_sh/getting_started/settings.rst:57 msgid "Development" msgstr "" @@ -2785,112 +2733,152 @@ msgstr "" msgid "Before deleting a branch, refer to the :ref:`Backups section ` to better understand how they work and when you should create a manual backup." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:6 +#: ../../content/administration/odoo_sh/getting_started/builds.rst:3 msgid "Builds" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:11 -msgid "In Odoo.sh, a build is considered as a database loaded by an Odoo server (`odoo/odoo `_ & `odoo/enterprise `_) running on a specific revision of your project repository in a containerized environment. Its purpose is to test the well-behavior of the server, the database and the features with this revision." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:5 +msgid "In Odoo.sh, a build is a database loaded by an Odoo server (`odoo/odoo `_ and `odoo/enterprise `_) running on a specific revision of your project repository in a containerized environment. Its purpose is to test the proper behavior of the server, the database, and the features associated with that revision." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:20 -msgid "In this view, a row represents a branch, and a cell of a row represents a build of this branch." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:-1 +msgid "Overiew of the builds" +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:19 +msgid "In the :guilabel:`Builds` overview, a row represents a branch, and a cell within that row represents a build of that branch." msgstr "" #: ../../content/administration/odoo_sh/getting_started/builds.rst:22 -msgid "Most of the time, builds are created following pushes on your Github repository branches. They can be created as well when you do other operations, such as importing a database on Odoo.sh or asking a rebuild for a branch in your project." +msgid "Most builds are created after pushes to your GitHub repository branches. They can also be created through other operations, such as importing a database on Odoo.sh or requesting a rebuild for a branch in your project." msgstr "" #: ../../content/administration/odoo_sh/getting_started/builds.rst:26 -msgid "A build is considered successful if no errors or warnings come up during its creation. A successful build is highlighted in green." +msgid "Builds can have three possible statuses:" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:29 -msgid "A build is considered failed if errors come up during its creation. A failed build is highlighted in red." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:28 +msgid "A build is considered **successful** if no errors or warnings occur during its creation. Successful builds are highlighted in **green**." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:32 -msgid "If warnings come up during the creation, but there are no errors, the build is considered almost successful. It is highlighted in yellow to notify the developer warnings were raised." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:30 +msgid "A build is considered **almost successful** if warnings occur, but there are no errors. Almost successful builds are highlighted in **yellow**." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:35 -msgid "Builds do not always create a database from scratch. For instance, when pushing a change on the production branch, the build created just starts the server with your new revision and tries to load the current production database on it. If no errors come up, the build is considered successful, and otherwise failed." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:32 +msgid "A build is considered **failed** if errors occur during its creation. Failed builds are highlighted in **red**." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:46 -msgid "The first build of a production branch creates a database from scratch. If this build is successful, this database is considered as the production database of your project." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:36 +msgid "Builds do not always create a database from scratch. For instance, when pushing a change on the production branch, the created build starts the server with your new revision and tries to load the current production database on it." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:49 -msgid "From then, pushes on the production branch will create new builds that attempt to load the database using a server running with the new revision." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:50 +msgid "The first build of a production branch creates a database from scratch. If this build is successful, this database will become the production database of your project." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:52 -msgid "If the build is successful, or has warnings but no errors, the production database will now run with this build, along with the revision associated to this build." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:53 +msgid "From then on, pushes to the production branch will create new builds that attempt to load the database using a server running the new revision." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:55 -msgid "If the build fails to load or update the database, then the previous successful build is re-used to load the database, and therefore the database will run using a server running with the previous successful revision." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:56 +msgid "If the build is successful or almost successful, the production database will run with this build and its associated revision." msgstr "" #: ../../content/administration/odoo_sh/getting_started/builds.rst:59 -msgid "The build used to run the production database is always the first of the builds list. If a build fails, it is put after the build currently running the production database." +msgid "If the build fails to load or update the database, the previous successful build is reused to load the database. In that case, the database continues to run using the previous successful revision." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:65 -msgid "Staging builds duplicate the production database, and try to load this duplicate with the revisions of the staging branches." -msgstr "" - -#: ../../content/administration/odoo_sh/getting_started/builds.rst:68 -msgid "Each time you push a new revision on a staging branch, the build created uses a new copy of the production database. The databases are not re-used between builds of the same branch. This ensures:" +#: ../../content/administration/odoo_sh/getting_started/builds.rst:63 +msgid "The build used to run the production database is always the first in the builds list. If a build fails, it is placed after the build currently running the production database." msgstr "" #: ../../content/administration/odoo_sh/getting_started/builds.rst:71 -msgid "staging builds use databases that are close to what the production looks like, so you do not make your tests with outdated data," +msgid "Staging builds duplicate the production database and attempt to load this copy using the revisions of the staging branches." msgstr "" #: ../../content/administration/odoo_sh/getting_started/builds.rst:74 -msgid "you can play around as much as you want in the same staging database, and you can then ask for a rebuild when you want to restart with a new copy of the production." +msgid "Each time you push a new revision to a staging branch, the resulting build uses a fresh copy of the production database. Databases are not reused between builds of the same branch. This ensures that:" msgstr "" #: ../../content/administration/odoo_sh/getting_started/builds.rst:77 -msgid "Nevertheless, this means that if you make configuration changes in staging databases and do not apply them in the production, they will not be passed on the next build of the same staging branch." +msgid "Staging builds use databases that closely match the current production state, so your tests are not performed on outdated data." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:83 -msgid "Development builds create new databases, load the demo data and run the unit tests." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:79 +msgid "You can freely experiment within a staging database. When you want to start over with a new copy of the production database, you can request a rebuild." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:85 -msgid "A build will be considered failed and highlighted in red if tests fail during the installation, as they are meant to raise errors if something wrong occurs." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:82 +msgid "However, this also means that if you make configuration changes in a staging database and do not apply them in production, those changes will not be present in the next build of the same staging branch." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:88 -msgid "If all tests pass, and there is no error, the build will be considered successful." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:91 +msgid "Development builds create new databases, load the demo data, and run the unit tests." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:90 -msgid "According to the list of modules to install and test, a development build can take up to 1 hour to be ready. This is due to the large number of tests set in the default Odoo modules suite." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:93 +msgid "A build will be considered failed if tests fail during installation, as they are designed to raise errors when something is wrong." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:94 +#: ../../content/administration/odoo_sh/getting_started/builds.rst:96 +msgid "If all tests pass and no errors occur, the build is considered successful." +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:99 +msgid "Depending on the list of modules to install and test, a development build can take up to one hour to be ready. This is due to the large number of tests included in the default Odoo module suite." +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:105 msgid "Features" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:96 -msgid "The production branch will always appear first, and then the other branches are ordered by last build created. You can filter out the branches." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:107 +msgid "The production branch always appears first. Other branches are ordered by the time of their last created build. The stage highlighted in purple corresponds to the stage selected in the :guilabel:`Branches` menu." +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:112 +msgid "You can filter branches using the search bar." +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:-1 +msgid "The branches menu" +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:117 +msgid "For each branch, you can:" +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:119 +msgid "Access the latest build's database by clicking :guilabel:`Connect`." +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:120 +msgid "Jump to the branch's code by clicking :guilabel:`Github`." +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:121 +msgid "Create a new build by clicking :guilabel:`Rebuild`. It uses the latest revision of the branch (it is not available if a build is already in progress for that branch)." +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:124 +msgid "For each build, you can:" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:102 -msgid "For each branch, you can access the last build's database using the *Connect* link and jump to the branch code using the *Github* link. For other branches than the production, you can create a new build which will use the latest revision of the branch using the link *rebuild*. This last link is not available when there is already a build in progress for the branch." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:126 +msgid "View the revision changes by clicking the :icon:`fa-github` (:guilabel:`GitHub`) icon." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:110 -msgid "For each build, you can access the revision changes using the button with the Github icon. You can access the build's database as the administrator using the *Connect* button. Also, you can access the database with another user using the *Connect as* button, in the dropdown menu of the *Connect* button." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:127 +msgid "Access the build's database as the administrator by clicking :guilabel:`Connect` or as another user by clicking the :icon:`fa-caret-down` (:guilabel:`More Actions`) button next to :guilabel:`Connect` and selecting :guilabel:`Connect as`." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/builds.rst:122 -msgid "In the dropdown menu of the build, you can access the same features than in :ref:`the branches view `: *Logs*, *Web Shell*, *Editor*, *Outgoing e-mails*. You also have the possibility to *Download a dump* of the build's database." +#: ../../content/administration/odoo_sh/getting_started/builds.rst:130 +msgid "Access the same tools as in the branches view by clicking the :icon:`fa-caret-down` (:guilabel:`More Actions`) button next to :guilabel:`Connect` and selecting :guilabel:`Logs`, :guilabel:`Web Shell`, :guilabel:`Editor`, :guilabel:`Outgoing e-mails` (for the staging and development stages), :guilabel:`Monitoring`, and :guilabel:`Download DB dump` (for the production and staging stages)." +msgstr "" + +#: ../../content/administration/odoo_sh/getting_started/builds.rst:-1 +msgid "A build's options" msgstr "" #: ../../content/administration/odoo_sh/getting_started/create.rst:3 @@ -3025,15 +3013,11 @@ msgstr "" msgid "For publicly available community modules, you may also consider using :doc:`submodules <../advanced/submodules>`." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/create.rst:97 -msgid "Download a backup" -msgstr "" - #: ../../content/administration/odoo_sh/getting_started/create.rst:101 #: ../../content/administration/on_premise.rst:5 #: ../../content/administration/upgrade.rst:30 -#: ../../content/administration/upgrade.rst:163 -#: ../../content/administration/upgrade.rst:371 +#: ../../content/administration/upgrade.rst:156 +#: ../../content/administration/upgrade.rst:364 msgid "On-premise" msgstr "" @@ -3170,7 +3154,7 @@ msgid "The online editor allows you to edit the source code of your builds from msgstr "" #: ../../content/administration/odoo_sh/getting_started/online-editor.rst:18 -msgid "You can access the editor of a build through :ref:`the branches tabs `, :ref:`the builds dropdown menu ` or by adding */odoo-sh/editor* to your build domain name (e.g. *https://odoo-addons-master-1.dev.odoo.com/odoo-sh/editor*)." +msgid "You can access the editor of a build through :ref:`the branches tabs `, :ref:`the builds dropdown menu ` or by adding */odoo-sh/editor* to your build domain name (e.g. *https://odoo-addons-master-1.dev.odoo.com/odoo-sh/editor*)." msgstr "" #: ../../content/administration/odoo_sh/getting_started/online-editor.rst:25 @@ -4284,211 +4268,211 @@ msgstr "" msgid "The X-Accel extension for NGINX **does** require the following additionnal configuration:" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:538 +#: ../../content/administration/on_premise/deploy.rst:540 msgid "In case you don't know what is the path to your filestore, start Odoo with the :option:`--x-sendfile ` option and navigate to the ``/web/filestore`` URL directly via Odoo (don't navigate to the URL via NGINX). This logs a warnings, the message contains the configuration you need." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:547 +#: ../../content/administration/on_premise/deploy.rst:549 msgid "Security" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:549 +#: ../../content/administration/on_premise/deploy.rst:551 msgid "For starters, keep in mind that securing an information system is a continuous process, not a one-shot operation. At any moment, you will only be as secure as the weakest link in your environment." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:553 +#: ../../content/administration/on_premise/deploy.rst:555 msgid "So please do not take this section as the ultimate list of measures that will prevent all security problems. It's only intended as a summary of the first important things you should be sure to include in your security action plan. The rest will come from best security practices for your operating system and distribution, best practices in terms of users, passwords, and access control management, etc." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:559 +#: ../../content/administration/on_premise/deploy.rst:561 msgid "When deploying an internet-facing server, please be sure to consider the following security-related topics:" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:562 +#: ../../content/administration/on_premise/deploy.rst:564 msgid "Always set a strong super-admin admin password, and restrict access to the database management pages as soon as the system is set up. See :ref:`db_manager_security`." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:565 +#: ../../content/administration/on_premise/deploy.rst:567 msgid "Choose unique logins and strong passwords for all administrator accounts on all databases. Do not use 'admin' as the login. Do not use those logins for day-to-day operations, only for controlling/managing the installation. *Never* use any default passwords like admin/admin, even for test/staging databases." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:570 +#: ../../content/administration/on_premise/deploy.rst:572 msgid "Do **not** install demo data on internet-facing servers. Databases with demo data contain default logins and passwords that can be used to get into your systems and cause significant trouble, even on staging/dev systems." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:574 +#: ../../content/administration/on_premise/deploy.rst:576 msgid "Use appropriate database filters ( :option:`--db-filter `) to restrict the visibility of your databases according to the hostname. See :ref:`dbfilter`. You may also use :option:`-d ` to provide your own (comma-separated) list of available databases to filter from, instead of letting the system fetch them all from the database backend." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:581 +#: ../../content/administration/on_premise/deploy.rst:583 msgid "Once your ``db_name`` and ``dbfilter`` are configured and only match a single database per hostname, you should set ``list_db`` configuration option to ``False``, to prevent listing databases entirely, and to block access to the database management screens (this is also exposed as the :option:`--no-database-list ` command-line option)" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:587 +#: ../../content/administration/on_premise/deploy.rst:589 msgid "Make sure the PostgreSQL user (:option:`--db_user `) is *not* a super-user, and that your databases are owned by a different user. For example they could be owned by the ``postgres`` super-user if you are using a dedicated non-privileged ``db_user``. See also :ref:`setup/deploy/odoo`." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:592 +#: ../../content/administration/on_premise/deploy.rst:594 msgid "Keep installations updated by regularly installing the latest builds, either via GitHub or by downloading the latest version from https://www.odoo.com/page/download or http://nightly.odoo.com" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:596 +#: ../../content/administration/on_premise/deploy.rst:598 msgid "Configure your server in multi-process mode with proper limits matching your typical usage (memory/CPU/timeouts). See also :ref:`builtin_server`." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:599 +#: ../../content/administration/on_premise/deploy.rst:601 msgid "Run Odoo behind a web server providing HTTPS termination with a valid SSL certificate, in order to prevent eavesdropping on cleartext communications. SSL certificates are cheap, and many free options exist. Configure the web proxy to limit the size of requests, set appropriate timeouts, and then enable the :option:`proxy mode ` option. See also :ref:`https_proxy`." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:606 +#: ../../content/administration/on_premise/deploy.rst:608 msgid "If you need to allow remote SSH access to your servers, make sure to set a strong password for **all** accounts, not just `root`. It is strongly recommended to entirely disable password-based authentication, and only allow public key authentication. Also consider restricting access via a VPN, allowing only trusted IPs in the firewall, and/or running a brute-force detection system such as `fail2ban` or equivalent." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:612 +#: ../../content/administration/on_premise/deploy.rst:614 msgid "Consider installing appropriate rate-limiting on your proxy or firewall, to prevent brute-force attacks and denial of service attacks. See also :ref:`login_brute_force` for specific measures." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:616 +#: ../../content/administration/on_premise/deploy.rst:618 msgid "Many network providers provide automatic mitigation for Distributed Denial of Service attacks (DDOS), but this is often an optional service, so you should consult with them." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:620 +#: ../../content/administration/on_premise/deploy.rst:622 msgid "Whenever possible, host your public-facing demo/test/staging instances on different machines than the production ones. And apply the same security precautions as for production." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:624 +#: ../../content/administration/on_premise/deploy.rst:626 msgid "If your public-facing Odoo server has access to sensitive internal network resources or services (e.g. via a private VLAN), implement appropriate firewall rules to protect those internal resources. This will ensure that the Odoo server cannot be used accidentally (or as a result of malicious user actions) to access or disrupt those internal resources. Typically this can be done by applying an outbound default DENY rule on the firewall, then only explicitly authorizing access to internal resources that the Odoo server needs to access. `Systemd IP traffic access control `_ may also be useful to implement per-process network access control." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:635 +#: ../../content/administration/on_premise/deploy.rst:637 msgid "If your public-facing Odoo server is behind a Web Application Firewall, a load-balancer, a transparent DDoS protection service (like CloudFlare) or a similar network-level device, you may wish to avoid direct access to the Odoo system. It is generally difficult to keep the endpoint IP addresses of your Odoo servers secret. For example they can appear in web server logs when querying public systems, or in the headers of emails posted from Odoo. In such a situation you may want to configure your firewall so that the endpoints are not accessible publicly except from the specific IP addresses of your WAF, load-balancer or proxy service. Service providers like CloudFlare usually maintain a public list of their IP address ranges for this purpose." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:646 +#: ../../content/administration/on_premise/deploy.rst:648 msgid "If you are hosting multiple customers, isolate customer data and files from each other using containers or appropriate \"jail\" techniques." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:649 +#: ../../content/administration/on_premise/deploy.rst:651 msgid "Setup daily backups of your databases and filestore data, and copy them to a remote archiving server that is not accessible from the server itself." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:652 +#: ../../content/administration/on_premise/deploy.rst:654 msgid "Deploying Odoo on Linux is strongly recommended over Windows. Should you choose nevertheless to deploy on a Windows platform, a thorough security hardening review of the server should be conducted and is outside of the scope of this guide." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:660 +#: ../../content/administration/on_premise/deploy.rst:662 msgid "Blocking Brute Force Attacks" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:662 +#: ../../content/administration/on_premise/deploy.rst:664 msgid "For internet-facing deployments, brute force attacks on user passwords are very common, and this threat should not be neglected for Odoo servers. Odoo emits a log entry whenever a login attempt is performed, and reports the result: success or failure, along with the target login and source IP." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:666 +#: ../../content/administration/on_premise/deploy.rst:668 msgid "The log entries will have the following form." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:668 +#: ../../content/administration/on_premise/deploy.rst:670 msgid "Failed login::" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:672 +#: ../../content/administration/on_premise/deploy.rst:674 msgid "Successful login::" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:677 +#: ../../content/administration/on_premise/deploy.rst:679 msgid "These logs can be easily analyzed by an intrusion prevention system such as `fail2ban`." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:679 +#: ../../content/administration/on_premise/deploy.rst:681 msgid "For example, the following fail2ban filter definition should match a failed login::" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:686 +#: ../../content/administration/on_premise/deploy.rst:688 msgid "This could be used with a jail definition to block the attacking IP on HTTP(S)." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:688 +#: ../../content/administration/on_premise/deploy.rst:690 msgid "Here is what it could look like for blocking the IP for 15 minutes when 10 failed login attempts are detected from the same IP within 1 minute::" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:702 +#: ../../content/administration/on_premise/deploy.rst:704 msgid "Database Manager Security" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:704 +#: ../../content/administration/on_premise/deploy.rst:706 msgid ":ref:`setup/deploy/odoo` mentioned ``admin_passwd`` in passing." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:706 +#: ../../content/administration/on_premise/deploy.rst:708 msgid "This setting is used on all database management screens (to create, delete, dump or restore databases)." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:709 +#: ../../content/administration/on_premise/deploy.rst:711 msgid "If the management screens must not be accessible at all, you should set ``list_db`` configuration option to ``False``, to block access to all the database selection and management screens." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:715 +#: ../../content/administration/on_premise/deploy.rst:717 msgid "It is strongly recommended to disable the Database Manager for any internet-facing system! It is meant as a development/demo tool, to make it easy to quickly create and manage databases. It is not designed for use in production, and may even expose dangerous features to attackers. It is also not designed to handle large databases, and may trigger memory limits." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:721 +#: ../../content/administration/on_premise/deploy.rst:723 msgid "On production systems, database management operations should always be performed by the system administrator, including provisioning of new databases and automated backups." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:724 +#: ../../content/administration/on_premise/deploy.rst:726 msgid "Be sure to setup an appropriate ``db_name`` parameter (and optionally, ``dbfilter`` too) so that the system can determine the target database for each request, otherwise users will be blocked as they won't be allowed to choose the database themselves." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:729 +#: ../../content/administration/on_premise/deploy.rst:731 msgid "If the management screens must only be accessible from a selected set of machines, use the proxy server's features to block access to all routes starting with ``/web/database`` except (maybe) ``/web/database/selector`` which displays the database-selection screen." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:733 +#: ../../content/administration/on_premise/deploy.rst:735 msgid "If the database-management screen should be left accessible, the ``admin_passwd`` setting must be changed from its ``admin`` default: this password is checked before allowing database-alteration operations." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:737 +#: ../../content/administration/on_premise/deploy.rst:739 msgid "It should be stored securely, and should be generated randomly e.g." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:743 +#: ../../content/administration/on_premise/deploy.rst:745 msgid "which generates a 32-character pseudorandom printable string." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:746 +#: ../../content/administration/on_premise/deploy.rst:748 msgid "Reset the master password" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:748 +#: ../../content/administration/on_premise/deploy.rst:750 msgid "There may be instances where the master password is misplaced, or compromised, and needs to be reset. The following process is for system administrators of an Odoo on-premise database detailing how to manually reset and re-encrypt the master password." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:753 +#: ../../content/administration/on_premise/deploy.rst:755 msgid "For more information about changing an Odoo.com account password, see this documentation: :ref:`odoocom/change_password`." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:756 +#: ../../content/administration/on_premise/deploy.rst:758 msgid "When creating a new on-premise database, a random master password is generated. Odoo recommends using this password to secure the database. This password is implemented by default, so there is a secure master password for any Odoo on-premise deployment." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:761 +#: ../../content/administration/on_premise/deploy.rst:763 msgid "When creating an Odoo on-premise database the installation is accessible to anyone on the internet, until this password is set to secure the database." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:764 +#: ../../content/administration/on_premise/deploy.rst:766 msgid "The master password is specified in the Odoo configuration file (`odoo.conf` or `odoorc` (hidden file)). The Odoo master password is needed to modify, create, or delete a database through the graphical user interface (GUI)." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:769 +#: ../../content/administration/on_premise/deploy.rst:771 msgid "Locate configuration file" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:771 +#: ../../content/administration/on_premise/deploy.rst:773 msgid "First, open the Odoo configuration file (`odoo.conf` or `odoorc` (hidden file))." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:775 +#: ../../content/administration/on_premise/deploy.rst:777 #: ../../content/administration/on_premise/packages.rst:148 #: ../../content/administration/on_premise/source.rst:70 #: ../../content/administration/on_premise/source.rst:133 @@ -4502,11 +4486,11 @@ msgstr "" msgid "Windows" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:777 +#: ../../content/administration/on_premise/deploy.rst:779 msgid "The configuration file is located at: `c:\\\\ProgramFiles\\\\Odoo{VERSION}\\\\server\\\\odoo.conf`" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:779 +#: ../../content/administration/on_premise/deploy.rst:781 #: ../../content/administration/on_premise/packages.rst:25 #: ../../content/administration/on_premise/source.rst:52 #: ../../content/administration/on_premise/source.rst:129 @@ -4520,151 +4504,151 @@ msgstr "" msgid "Linux" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:781 +#: ../../content/administration/on_premise/deploy.rst:783 msgid "Depending on how Odoo is installed on the Linux machine, the configuration file is located in one of two different places:" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:784 +#: ../../content/administration/on_premise/deploy.rst:786 msgid "Package installation: `/etc/odoo.conf`" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:785 +#: ../../content/administration/on_premise/deploy.rst:787 msgid "Source installation: `~/.odoorc`" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:788 +#: ../../content/administration/on_premise/deploy.rst:790 msgid "Change old password" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:790 +#: ../../content/administration/on_premise/deploy.rst:792 msgid "Once the appropriate file has been opened, proceed to modify the old password in the configuration file to a temporary password." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:795 -#: ../../content/administration/on_premise/deploy.rst:843 +#: ../../content/administration/on_premise/deploy.rst:797 +#: ../../content/administration/on_premise/deploy.rst:845 msgid "Graphical user interface" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:797 +#: ../../content/administration/on_premise/deploy.rst:799 msgid "After locating the configuration file, open it using a (:abbr:`GUI (graphical user interface)`). This can be achieved by simply double clicking on the file. Then, the device should have a default :abbr:`GUI (graphical user interface)` to open the file with." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:801 +#: ../../content/administration/on_premise/deploy.rst:803 msgid "Next, modify the master password line `admin_passwd = $pbkdf2-sha…` to `admin_passwd = newpassword1234`, for example. This password can be anything, as long as it is saved temporarily. Make sure to modify all characters after the `=`." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:806 -#: ../../content/administration/on_premise/deploy.rst:825 +#: ../../content/administration/on_premise/deploy.rst:808 +#: ../../content/administration/on_premise/deploy.rst:827 msgid "The line appears like this: `admin_passwd = $pbkdf2-sh39dji295.59mptrfW.9z6HkA$w9j9AMVmKAP17OosCqDxDv2hjsvzlLpF8Rra8I7p/b573hji540mk/.3ek0lg%kvkol6k983mkf/40fjki79m`" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:810 -#: ../../content/administration/on_premise/deploy.rst:829 +#: ../../content/administration/on_premise/deploy.rst:812 +#: ../../content/administration/on_premise/deploy.rst:831 msgid "The modified line appears like this: `admin_passwd = newpassword1234`" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:812 -#: ../../content/administration/on_premise/deploy.rst:852 +#: ../../content/administration/on_premise/deploy.rst:814 +#: ../../content/administration/on_premise/deploy.rst:854 msgid "Command-line interface" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:814 +#: ../../content/administration/on_premise/deploy.rst:816 msgid "Modify the master password line using the following Unix command detailed below." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:816 +#: ../../content/administration/on_premise/deploy.rst:818 msgid "Connect to the Odoo server's terminal via Secure Shell (SSH) protocol, and edit the configuration file. To modify the configuration file, enter the following command: :command:`sudo nano /etc/odoo.conf`" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:820 +#: ../../content/administration/on_premise/deploy.rst:822 msgid "After opening the configuration file, modify the master password line `admin_passwd = $pbkdf2-sha…` to `admin_passwd = newpassword1234`. This password can be anything, as long as it is saved temporarily. Make sure to modify all characters after the `=`." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:832 +#: ../../content/administration/on_premise/deploy.rst:834 msgid "It is essential that the password is changed to something else, rather than triggering a new password reset by adding a semicolon `;` at the beginning of the line. This ensures the database is secure throughout the entire password reset process." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:837 +#: ../../content/administration/on_premise/deploy.rst:839 msgid "Restart Odoo server" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:839 +#: ../../content/administration/on_premise/deploy.rst:841 msgid "After setting the temporary password, a restart of the Odoo server is **required**." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:845 +#: ../../content/administration/on_premise/deploy.rst:847 msgid "To restart the Odoo server, first, type `services` into the Windows :guilabel:`Search` bar. Then, select the :guilabel:`Services` application, and scroll down to the :guilabel:`Odoo` service." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:849 +#: ../../content/administration/on_premise/deploy.rst:851 msgid "Next, right click on :guilabel:`Odoo`, and select :guilabel:`Start` or :guilabel:`Restart`. This action manually restarts the Odoo server." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:854 +#: ../../content/administration/on_premise/deploy.rst:856 msgid "Restart the Odoo server by typing the command: :command:`sudo service odoo15 restart`" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:857 +#: ../../content/administration/on_premise/deploy.rst:859 msgid "Change the number after `odoo` to fit the specific version the server is running on." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:860 +#: ../../content/administration/on_premise/deploy.rst:862 msgid "Use web interface to re-encrypt password" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:862 +#: ../../content/administration/on_premise/deploy.rst:864 msgid "First, navigate to `/web/database/manager` or `http://server_ip:port/web/database/manager` in a browser." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:866 +#: ../../content/administration/on_premise/deploy.rst:868 msgid "Replace `server_ip` with the IP address of the database. Replace `port` with the numbered port the database is accessible from." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:869 +#: ../../content/administration/on_premise/deploy.rst:871 msgid "Next, click :guilabel:`Set Master Password`, and type in the previously-selected temporary password into the :guilabel:`Master Password` field. Following this step, type in a :guilabel:`New Master Password`. The :guilabel:`New Master Password` is hashed (or encrypted), once the :guilabel:`Continue` button is clicked." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:874 +#: ../../content/administration/on_premise/deploy.rst:876 msgid "At this point, the password has been successfully reset, and a hashed version of the new password now appears in the configuration file." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:878 +#: ../../content/administration/on_premise/deploy.rst:880 msgid "For more information on Odoo database security, see this documentation: :ref:`db_manager_security`." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:882 +#: ../../content/administration/on_premise/deploy.rst:884 msgid "Supported Browsers" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:884 +#: ../../content/administration/on_premise/deploy.rst:886 msgid "Odoo supports the latest version of the following browsers." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:886 +#: ../../content/administration/on_premise/deploy.rst:888 msgid "Google Chrome" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:887 +#: ../../content/administration/on_premise/deploy.rst:889 msgid "Mozilla Firefox" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:888 +#: ../../content/administration/on_premise/deploy.rst:890 msgid "Microsoft Edge" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:889 +#: ../../content/administration/on_premise/deploy.rst:891 msgid "Apple Safari" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:892 +#: ../../content/administration/on_premise/deploy.rst:894 msgid "to have multiple Odoo installations use the same PostgreSQL database, or to provide more computing resources to both software." msgstr "" -#: ../../content/administration/on_premise/deploy.rst:895 +#: ../../content/administration/on_premise/deploy.rst:897 msgid "technically a tool like socat_ can be used to proxy UNIX sockets across networks, but that is mostly for software which can only be used over UNIX sockets" msgstr "" -#: ../../content/administration/on_premise/deploy.rst:899 +#: ../../content/administration/on_premise/deploy.rst:901 msgid "or be accessible only over an internal packet-switched network, but that requires secured switches, protections against `ARP spoofing`_ and precludes usage of WiFi. Even over secure packet-switched networks, deployment over HTTPS is recommended, and possible costs are lowered as \"self-signed\" certificates are easier to deploy on a controlled environment than over the internet." msgstr "" @@ -5743,46 +5727,46 @@ msgid "The Upgrade platform follows the same `Privacy Policy `_." +msgid "To upgrade an Odoo Online database:" msgstr "" -#: ../../content/administration/upgrade.rst:114 -msgid "The database manager displays all databases associated with the user's account. Databases not on the most recent version of Odoo display an arrow in a circle icon next to their name, indicating that they can be upgraded." +#: ../../content/administration/upgrade.rst:113 +msgid "Open the `database manager `_." msgstr "" -#: ../../content/administration/upgrade.rst:0 -msgid "The database manager with an upgrade button next to the name of a database." +#: ../../content/administration/upgrade.rst:114 +msgid "Select the database and click :icon:`fa-gears` :guilabel:`Manage`." msgstr "" -#: ../../content/administration/upgrade.rst:121 -msgid "Click the **arrow in a circle** icon to start the upgrade process. In the popup, fill in:" +#: ../../content/administration/upgrade.rst:115 +msgid "Click :guilabel:`Upgrade` in the :guilabel:`Database` section." msgstr "" -#: ../../content/administration/upgrade.rst:123 -msgid "The **version** of Odoo you want to upgrade to, usually the latest version" +#: ../../content/administration/upgrade.rst:116 +msgid "In the popup:" msgstr "" -#: ../../content/administration/upgrade.rst:124 -msgid "The **email** address that should receive the link to the upgraded database" +#: ../../content/administration/upgrade.rst:118 +msgid "Select the **version** of Odoo you want to upgrade to, usually the latest version." msgstr "" -#: ../../content/administration/upgrade.rst:125 -msgid "The :guilabel:`Purpose` of the upgrade, which is automatically set to :guilabel:`Test` for your first upgrade request" +#: ../../content/administration/upgrade.rst:119 +msgid "Enter the :guilabel:`Email to notify`, which will receive a link to the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:0 -msgid "The \"Upgrade your database\" popup." +#: ../../content/administration/upgrade.rst:121 +msgid "Select the :guilabel:`Purpose` of the upgrade, which is automatically set to :guilabel:`Test` for your first upgrade request." msgstr "" -#: ../../content/administration/upgrade.rst:131 -msgid "The :guilabel:`Upgrade in progress` tag is displayed next to the database name until completion. Once the process succeeds, an email containing a link to the upgraded test database is sent to the address provided. The database can also be accessed from the database manager by clicking the dropdown arrow before the database name." +#: ../../content/administration/upgrade.rst:123 +msgid "Click :guilabel:`Upgrade`." msgstr "" -#: ../../content/administration/upgrade.rst:0 -msgid "Clicking the menu arrow displays the upgraded test database." +#: ../../content/administration/upgrade.rst:125 +msgid "In the database manager, the :guilabel:`Connect` button will be replaced by an unclickable :guilabel:`Upgrading...` button until completion. Once the process is successful, an email containing a link to the upgraded test database is sent to the address provided. The test database can also be accessed from the database manager by clicking the :icon:`fa-caret-down` (:guilabel:`caret down`) button before the database name to display the test database, then clicking :guilabel:`Connect`." msgstr "" -#: ../../content/administration/upgrade.rst:141 +#: ../../content/administration/upgrade.rst:134 msgid "Odoo.sh is integrated with the upgrade platform to simplify the upgrade process." msgstr "" @@ -5790,291 +5774,291 @@ msgstr "" msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade.rst:146 +#: ../../content/administration/upgrade.rst:139 msgid "The **latest production daily automatic backup** is then sent to the Upgrade platform." msgstr "" -#: ../../content/administration/upgrade.rst:148 +#: ../../content/administration/upgrade.rst:141 msgid "Once the upgrade platform is done upgrading the backup and uploading it on the branch, it is put in a **special mode**: each time a **commit is pushed** on the branch, a **restore operation** of the upgraded backup and an **update of all the custom modules** occur. This allows you to test your custom modules on a pristine copy of the upgraded database. The log file of the upgrade process can be found in your newly upgraded staging build by going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade.rst:156 +#: ../../content/administration/upgrade.rst:149 msgid "In databases where custom modules are installed, their source code must be up-to-date with the target version of Odoo before the upgrade can be performed. If there are none, the \"update on commit\" mode is skipped, the upgraded database is built as soon as it is transferred from the upgrade platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade.rst:161 +#: ../../content/administration/upgrade.rst:154 msgid "Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more information." msgstr "" -#: ../../content/administration/upgrade.rst:165 +#: ../../content/administration/upgrade.rst:158 msgid "The standard upgrade process can be initiated by entering the following command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade.rst:173 +#: ../../content/administration/upgrade.rst:166 msgid "This command has some requirements on the environment it runs in:" msgstr "" -#: ../../content/administration/upgrade.rst:175 +#: ../../content/administration/upgrade.rst:168 msgid "Some external commands that must be provided by the operating system, normally found in any Linux distribution (including WSL). An error will be displayed if one or several of them are missing." msgstr "" -#: ../../content/administration/upgrade.rst:178 +#: ../../content/administration/upgrade.rst:171 msgid "The system user that executes the command needs to be configured with access to the database. Please refer to the PostgreSQL documentation of the `client environment `_ or the `client password file `_ for this requirement." msgstr "" -#: ../../content/administration/upgrade.rst:182 +#: ../../content/administration/upgrade.rst:175 msgid "The script needs to be able to reach one or multiple servers of the upgrade platform both on TCP port 443 and to any random TCP port in the range between 32768 and 60999. This can be in conflict with your restrictive firewall and may need an exception added to the firewall configuration." msgstr "" -#: ../../content/administration/upgrade.rst:187 +#: ../../content/administration/upgrade.rst:180 msgid "The following command can be used to display the general help and the main commands:" msgstr "" -#: ../../content/administration/upgrade.rst:193 +#: ../../content/administration/upgrade.rst:186 msgid "An upgraded test database can also be requested via the `Upgrade page `_." msgstr "" -#: ../../content/administration/upgrade.rst:197 +#: ../../content/administration/upgrade.rst:190 msgid "In databases where custom modules are installed, their source code must be up-to-date with the target version of Odoo before the upgrade can be performed. Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more information." msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:195 msgid "For security reasons, only the person who submitted the upgrade request can download it." msgstr "" -#: ../../content/administration/upgrade.rst:203 +#: ../../content/administration/upgrade.rst:196 msgid "For storage reasons, the database's copy is submitted without a filestore to the upgrade server. Therefore, the upgraded database does not contain the production filestore." msgstr "" -#: ../../content/administration/upgrade.rst:205 +#: ../../content/administration/upgrade.rst:198 msgid "Before restoring the upgraded database, its filestore must be merged with the production filestore to be able to perform tests in the same conditions as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/upgrade.rst:201 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:203 msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:211 +#: ../../content/administration/upgrade.rst:204 msgid "A `filestore` folder containing files extracted from in-database records into attachments (if there are any) and new standard Odoo files from the targeted Odoo version (e.g., new images, icons, payment provider's logos, etc.). This is the folder that should be merged with the production filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade.rst:218 +#: ../../content/administration/upgrade.rst:211 msgid "You can request multiple test databases if you wish to test an upgrade more than once." msgstr "" -#: ../../content/administration/upgrade.rst:221 +#: ../../content/administration/upgrade.rst:214 msgid "When an upgrade request is completed, an upgrade report is attached to the successful upgrade email, and it becomes available in the Discuss app for users who are part of the \"Administration / Settings\" group. This report provides important information about the changes introduced by the new version." msgstr "" -#: ../../content/administration/upgrade.rst:229 +#: ../../content/administration/upgrade.rst:222 msgid "Testing the new version of the database" msgstr "" -#: ../../content/administration/upgrade.rst:231 +#: ../../content/administration/upgrade.rst:224 msgid "It is essential to test the upgraded test database to ensure that you are not stuck in your day-to-day activities by a change in views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:236 +#: ../../content/administration/upgrade.rst:229 msgid "Test databases are neutralized, and some features are disabled to prevent them from impacting the production database:" msgstr "" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:232 msgid "Scheduled actions are disabled." msgstr "" -#: ../../content/administration/upgrade.rst:240 +#: ../../content/administration/upgrade.rst:233 msgid "Outgoing mail servers are disabled by archiving the existing ones and adding a fake one." msgstr "" -#: ../../content/administration/upgrade.rst:241 +#: ../../content/administration/upgrade.rst:234 msgid "Payment providers and delivery carriers are reset to the test environment." msgstr "" -#: ../../content/administration/upgrade.rst:242 +#: ../../content/administration/upgrade.rst:235 msgid "Bank synchronization is disabled. Should you want to test the synchronization, contact your bank synchronization provider to get sandbox credentials." msgstr "" -#: ../../content/administration/upgrade.rst:245 +#: ../../content/administration/upgrade.rst:238 msgid "Testing as many of your business flows as possible is strongly recommended to ensure they are working correctly and to get more familiar with the new version." msgstr "" -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:241 msgid "Basic test checklist" msgstr "" -#: ../../content/administration/upgrade.rst:250 +#: ../../content/administration/upgrade.rst:243 msgid "Are there views that are deactivated in your test database but active in your production database?" msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:245 msgid "Are your usual views still displayed correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:246 msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -#: ../../content/administration/upgrade.rst:254 +#: ../../content/administration/upgrade.rst:247 msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:255 +#: ../../content/administration/upgrade.rst:248 msgid "Are you able to create and modify records? (sales orders, invoices, purchases, users, contacts, companies, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:257 +#: ../../content/administration/upgrade.rst:250 msgid "Are there any issues with your mail templates?" msgstr "" -#: ../../content/administration/upgrade.rst:258 +#: ../../content/administration/upgrade.rst:251 msgid "Are there any issues with saved translations?" msgstr "" -#: ../../content/administration/upgrade.rst:259 +#: ../../content/administration/upgrade.rst:252 msgid "Are your search filters still present?" msgstr "" -#: ../../content/administration/upgrade.rst:260 +#: ../../content/administration/upgrade.rst:253 msgid "Can you export your data?" msgstr "" -#: ../../content/administration/upgrade.rst:264 +#: ../../content/administration/upgrade.rst:257 msgid "Checking a random product in your product catalog and comparing its test and production data to verify everything is the same (product category, selling price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:267 +#: ../../content/administration/upgrade.rst:260 msgid "Buying this product (Purchase app)." msgstr "" -#: ../../content/administration/upgrade.rst:268 +#: ../../content/administration/upgrade.rst:261 msgid "Confirming the reception of this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:269 +#: ../../content/administration/upgrade.rst:262 msgid "Checking if the route to receive this product is the same in your production database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:271 +#: ../../content/administration/upgrade.rst:264 msgid "Selling this product (Sales app) to a random customer." msgstr "" -#: ../../content/administration/upgrade.rst:272 +#: ../../content/administration/upgrade.rst:265 msgid "Opening your customer database (Contacts app), selecting a customer (or company), and checking its data." msgstr "" -#: ../../content/administration/upgrade.rst:274 +#: ../../content/administration/upgrade.rst:267 msgid "Shipping this product (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:275 +#: ../../content/administration/upgrade.rst:268 msgid "Checking if the route to ship this product is the same as in your production database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:277 +#: ../../content/administration/upgrade.rst:270 msgid "Validating a customer invoice (Invoicing or Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:278 +#: ../../content/administration/upgrade.rst:271 msgid "Crediting the invoice (issuing a credit note) and checking if it behaves as in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:280 +#: ../../content/administration/upgrade.rst:273 msgid "Checking your reports' results (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:281 +#: ../../content/administration/upgrade.rst:274 msgid "Randomly checking your taxes, currencies, bank accounts, and fiscal year (Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:282 +#: ../../content/administration/upgrade.rst:275 msgid "Making an online order (Website apps) from the product selection in your shop until the checkout process and checking if everything behaves as in your production database." msgstr "" -#: ../../content/administration/upgrade.rst:285 +#: ../../content/administration/upgrade.rst:278 msgid "This list is **not** exhaustive. Extend the example to your other apps based on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:287 +#: ../../content/administration/upgrade.rst:280 msgid "If you face an issue while testing your upgraded test database, you can request the assistance of Odoo by going to the `Support page and selecting \"An issue related to my future upgrade (I am testing an upgrade)\" `_. In any case, it is essential to report any problem encountered during the testing to fix it before upgrading your production database." msgstr "" -#: ../../content/administration/upgrade.rst:293 +#: ../../content/administration/upgrade.rst:286 msgid "You might encounter significant differences with standard views, features, fields, and models during testing. Those changes cannot be reverted on a case-by-case basis. However, if a change introduced by a new version breaks a customization, it is the responsibility of the maintainer of your custom module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:299 +#: ../../content/administration/upgrade.rst:292 msgid "Do not forget to test:" msgstr "" -#: ../../content/administration/upgrade.rst:301 +#: ../../content/administration/upgrade.rst:294 msgid "Integrations with external software (EDI, APIs, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:302 +#: ../../content/administration/upgrade.rst:295 msgid "Workflows between different apps (online sales with eCommerce, converting a lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade.rst:304 +#: ../../content/administration/upgrade.rst:297 msgid "Data exports" msgstr "" -#: ../../content/administration/upgrade.rst:305 +#: ../../content/administration/upgrade.rst:298 msgid "Automated actions" msgstr "" -#: ../../content/administration/upgrade.rst:306 +#: ../../content/administration/upgrade.rst:299 msgid "Server actions in the action menu on form views, as well as by selecting multiple records on list views" msgstr "" -#: ../../content/administration/upgrade.rst:312 +#: ../../content/administration/upgrade.rst:305 msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade.rst:314 +#: ../../content/administration/upgrade.rst:307 msgid "Once the :ref:`tests ` are completed and you are confident that the upgraded database can be used as your main database without any issues, it is time to plan the go-live day." msgstr "" -#: ../../content/administration/upgrade.rst:317 +#: ../../content/administration/upgrade.rst:310 msgid "Your production database will be unavailable during its upgrade. Therefore, we recommend planning the upgrade at a time when the use of the database is minimal." msgstr "" -#: ../../content/administration/upgrade.rst:320 +#: ../../content/administration/upgrade.rst:313 msgid "As the standard upgrade scripts and your database are constantly evolving, it is also recommended to frequently request another upgraded test database to ensure that the upgrade process is still successful, especially if it takes a long time to finish. **Fully rehearsing the upgrade process the day before upgrading the production database is also recommended.**" msgstr "" -#: ../../content/administration/upgrade.rst:326 +#: ../../content/administration/upgrade.rst:319 msgid "Going into production without first testing may lead to:" msgstr "" -#: ../../content/administration/upgrade.rst:328 +#: ../../content/administration/upgrade.rst:321 msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade.rst:329 +#: ../../content/administration/upgrade.rst:322 msgid "Business interruptions (e.g., no longer having the possibility to validate an action)" msgstr "" -#: ../../content/administration/upgrade.rst:330 +#: ../../content/administration/upgrade.rst:323 msgid "Poor customer experience (e.g., an eCommerce website that does not work correctly)" msgstr "" -#: ../../content/administration/upgrade.rst:332 +#: ../../content/administration/upgrade.rst:325 msgid "The process of upgrading a production database is similar to upgrading a test database, but with a few exceptions." msgstr "" -#: ../../content/administration/upgrade.rst:339 +#: ../../content/administration/upgrade.rst:332 msgid "The process is similar to :ref:`obtaining an upgraded test database `, except for the purpose option, which must be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade.rst:344 +#: ../../content/administration/upgrade.rst:337 msgid "Once the upgrade is requested, the database will be unavailable until the upgrade is finished. Once the process is completed, it is impossible to revert to the previous version." msgstr "" -#: ../../content/administration/upgrade.rst:350 +#: ../../content/administration/upgrade.rst:343 msgid "The process is similar to :ref:`obtaining an upgraded test database ` on the :guilabel:`Production` branch." msgstr "" @@ -6082,98 +6066,98 @@ msgstr "" msgid "View from the upgrade tab" msgstr "" -#: ../../content/administration/upgrade.rst:356 +#: ../../content/administration/upgrade.rst:349 msgid "The process is **triggered as soon as a new commit is made** on the branch. This allows the upgrade process to be synchronized with the deployment of the custom modules' upgraded source code. If there are no custom modules, the upgrade process is triggered immediately." msgstr "" -#: ../../content/administration/upgrade.rst:362 +#: ../../content/administration/upgrade.rst:355 msgid "The database is unavailable throughout the process. If anything goes wrong, the platform automatically reverts the upgrade, as it would be for a regular update. In case of success, a backup of the database before the upgrade is created." msgstr "" -#: ../../content/administration/upgrade.rst:366 +#: ../../content/administration/upgrade.rst:359 msgid "The update of your custom modules must be successful to complete the entire upgrade process. Make sure the status of your staging upgrade is :guilabel:`successful` before trying it in production. More information on how to upgrade your custom modules can be found on :doc:`/developer/howtos/upgrade_custom_db`." msgstr "" -#: ../../content/administration/upgrade.rst:373 +#: ../../content/administration/upgrade.rst:366 msgid "The command to upgrade a database to production is similar to the one of upgrading a test database except for the argument `test`, which must be replaced by `production`:" msgstr "" -#: ../../content/administration/upgrade.rst:380 +#: ../../content/administration/upgrade.rst:373 msgid "An upgraded production database can also be requested via the `Upgrade page `_." msgstr "" -#: ../../content/administration/upgrade.rst:383 +#: ../../content/administration/upgrade.rst:376 msgid "Once the database is uploaded, any modification to your production database will **not** be present on your upgraded database. This is why we recommend not using it during the upgrade process." msgstr "" -#: ../../content/administration/upgrade.rst:388 +#: ../../content/administration/upgrade.rst:381 msgid "When requesting an upgraded database for production purposes, the copy is submitted without a filestore. Therefore, the upgraded database filestore must be merged with the production filestore before deploying the new version." msgstr "" -#: ../../content/administration/upgrade.rst:392 +#: ../../content/administration/upgrade.rst:385 msgid "In case of an issue with your production database, you can request the assistance of Odoo by going to the `Support page and selecting \"An issue related to my upgrade (production)\" `_." msgstr "" -#: ../../content/administration/upgrade.rst:399 +#: ../../content/administration/upgrade.rst:392 msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade.rst:401 +#: ../../content/administration/upgrade.rst:394 msgid "With Odoo Enterprise, upgrading a database to the most recent version of Odoo is **free**, including any support required to rectify potential discrepancies in the upgraded database." msgstr "" -#: ../../content/administration/upgrade.rst:404 +#: ../../content/administration/upgrade.rst:397 msgid "Information about the upgrade services included in the Enterprise Licence is available in the :ref:`Odoo Enterprise Subscription Agreement `. However, this section clarifies what upgrade services you can expect." msgstr "" -#: ../../content/administration/upgrade.rst:411 +#: ../../content/administration/upgrade.rst:404 msgid "Upgrade services covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:413 +#: ../../content/administration/upgrade.rst:406 msgid "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or self-hosted (On-Premise) can benefit from upgrade services at all times for:" msgstr "" -#: ../../content/administration/upgrade.rst:416 +#: ../../content/administration/upgrade.rst:409 msgid "the upgrade of all **standard applications**;" msgstr "" -#: ../../content/administration/upgrade.rst:417 +#: ../../content/administration/upgrade.rst:410 msgid "the upgrade of all **customizations created with the Studio app**, as long as Studio is still installed and the respective subscription is still active; and" msgstr "" -#: ../../content/administration/upgrade.rst:419 +#: ../../content/administration/upgrade.rst:412 msgid "the upgrade of all **developments and customizations covered by a maintenance of customizations subscription**." msgstr "" -#: ../../content/administration/upgrade.rst:422 +#: ../../content/administration/upgrade.rst:415 msgid "Upgrade services are limited to the technical conversion and adaptation of a database (standard modules and data) to make it compatible with the version targeted by the upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:428 +#: ../../content/administration/upgrade.rst:421 msgid "Upgrade services not covered by the SLA" msgstr "" -#: ../../content/administration/upgrade.rst:430 +#: ../../content/administration/upgrade.rst:423 msgid "The following upgrade-related services are **not** included:" msgstr "" -#: ../../content/administration/upgrade.rst:432 +#: ../../content/administration/upgrade.rst:425 msgid "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" -#: ../../content/administration/upgrade.rst:433 +#: ../../content/administration/upgrade.rst:426 msgid "the upgrade of **additional modules not covered by a maintenance contract** that are created in-house or by third parties, including Odoo partners; and" msgstr "" -#: ../../content/administration/upgrade.rst:435 +#: ../../content/administration/upgrade.rst:428 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:438 +#: ../../content/administration/upgrade.rst:431 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:439 +#: ../../content/administration/upgrade.rst:432 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/sources/essentials.pot b/locale/sources/essentials.pot index 6aa7066b55..c554016c62 100644 --- a/locale/sources/essentials.pot +++ b/locale/sources/essentials.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-10-16 14:19+0000\n" +"POT-Creation-Date: 2025-12-09 13:40+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -903,83 +903,83 @@ msgstr "" msgid "Export and import data" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:8 +#: ../../content/applications/essentials/export_import_data.rst:5 msgid "In Odoo, it is sometimes necessary to export or import data for running reports, or for data modification. This document covers the export and import of data into and out of Odoo." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:12 +#: ../../content/applications/essentials/export_import_data.rst:9 msgid "Sometimes, users run into a 'time out' error, or a record does not process, due to its size. This can occur with large exports, or in cases where the import file is too large. To circumvent this limitation surrounding the size of the records, process exports or imports in smaller batches." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:19 +#: ../../content/applications/essentials/export_import_data.rst:16 msgid "Export data from Odoo" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:21 -msgid "When working with a database, it is sometimes necessary to export data in a distinct file. Doing so can aid in reporting on activities, although, Odoo provides a precise and easy reporting tool with each available application." +#: ../../content/applications/essentials/export_import_data.rst:18 +msgid "When working with a database, it is sometimes necessary to export data in a distinct file. Doing so can aid in reporting on activities, although, Odoo provides a precise reporting tool with each available application." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:25 -msgid "With Odoo, the values can be exported from any field in any record. To do so, activate the list view (|list|), on the items that need to be exported, then select the records that should be exported. To select a record, tick the checkbox next to the corresponding record. Finally, click on |actions|, then :guilabel:`Export`." +#: ../../content/applications/essentials/export_import_data.rst:22 +msgid "With Odoo, the values can be exported from any field in any record. To do so, activate the list view :icon:`fa-list` :guilabel:`(List)` icon, on the items that need to be exported, and then select the records that should be exported. To select a record, tick the checkbox next to the corresponding record. Finally, click the :guilabel:`Action` button, and select :icon:`fa-upload` :guilabel:`(Export)`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "View of the different things to enable/click to export data." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:34 -msgid "When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over window appears, with several options for the data to export:" +#: ../../content/applications/essentials/export_import_data.rst:31 +msgid "When clicking on :icon:`fa-upload` :guilabel:`Export`, a :guilabel:`Export Data` pop-over window appears, with several options for the data to export:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "Overview of options to consider when exporting data in Odoo.." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:41 -msgid "With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system only shows the fields that can be imported. This is helpful in the case where the :ref:`existing records need to be updated `. This works like a filter. Leaving the box unticked, gives many more field options because it shows all the fields, not just the ones that can be imported." +#: ../../content/applications/essentials/export_import_data.rst:37 +msgid "With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system only shows the fields that can be imported. This is helpful in the case where the :ref:`existing records need to be updated `. This works like a filter. Leaving the box unticked, gives many more field options because it shows all the fields, not only the ones that can be imported." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:46 +#: ../../content/applications/essentials/export_import_data.rst:42 msgid "When exporting, there is the option to export in two formats: `.csv` and `.xls`. With `.csv`, items are separated by a comma, while `.xls` holds information about all the worksheets in a file, including both content and formatting." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:49 -msgid "These are the items that can be exported. Use the :guilabel:`> (right arrow)` icon to display more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the :guilabel:`Search` option more efficiently, click on all the :guilabel:`> (right arrows)` to display all fields." +#: ../../content/applications/essentials/export_import_data.rst:45 +msgid "These are the items that can be exported. Use the :icon:`fa-chevron-right` :guilabel:`(Show sub-fields)` icon to display more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the :guilabel:`Search` option more efficiently, click on all the :icon:`fa-chevron-right` :guilabel:`(Show sub-fields)` icon to display all fields." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:53 -msgid "The :guilabel:`+ (plus sign)` icon button is present to add fields to the :guilabel:`Fields to export` list." +#: ../../content/applications/essentials/export_import_data.rst:49 +msgid "The :icon:`fa-plus` :guilabel:`(Select field)` icon button is present to add fields to the :guilabel:`Fields to export` list." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:55 -msgid "The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be used to move the fields up and down, to change the order in which they are displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-down arrow)` icon." +#: ../../content/applications/essentials/export_import_data.rst:51 +msgid "The :icon:`fa-sort` :guilabel:`(Sort)` icon to the left of the selected fields can be used to move the fields up and down, to change the order in which they are displayed in the exported file. Drag-and-drop using the :icon:`fa-sort` :guilabel:`(Sort)` icon." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:58 -msgid "The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the :guilabel:`🗑️ (trash can)` icon to remove the field." +#: ../../content/applications/essentials/export_import_data.rst:54 +msgid "The :icon:`fa-trash` :guilabel:`(Remove field)` icon is used to remove fields. Click the :icon:`fa-trash` :guilabel:`(Remove field)` icon to remove the field." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:60 -msgid "For recurring reports, it is helpful to save export presets. Select all the needed fields, and click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a unique name to the export just created. Click the :guilabel:`💾 (floppy drive)` icon to save the configuration. The next time the same list needs to be exported, select the related template that was previously saved from the drop-down menu." +#: ../../content/applications/essentials/export_import_data.rst:56 +msgid "For recurring reports, it is helpful to save export presets. Select all the needed fields, and click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a unique name to the export template. Click the :icon:`fa-floppy-o` :guilabel:`(floppy drive)` icon to save the configuration. The next time the same list needs to be exported, select the related template that was previously saved from the drop-down menu." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:67 +#: ../../content/applications/essentials/export_import_data.rst:63 msgid "It is helpful to know the field's external identifier. For example, :guilabel:`Related Company` in the export user interface is equal to *parent_id* (external identifier). This is helpful because then, the only data exported is what should be modified and re-imported." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:74 +#: ../../content/applications/essentials/export_import_data.rst:70 msgid "Import data into Odoo" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:76 +#: ../../content/applications/essentials/export_import_data.rst:72 msgid "Importing data into Odoo is extremely helpful during implementation, or in times where data needs to be :ref:`updated in bulk `. The following documentation covers how to import data into an Odoo database." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:81 +#: ../../content/applications/essentials/export_import_data.rst:77 msgid "Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created on` or `last modified`) to identify records changed or created by the import." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:85 +#: ../../content/applications/essentials/export_import_data.rst:81 msgid "Activating :ref:`developer mode ` changes the visible import settings in the left menu. Doing so reveals an :menuselection:`Advanced` menu. Included in this advanced menu are two options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`." msgstr "" @@ -987,35 +987,35 @@ msgstr "" msgid "Advanced import options when developer mode is activated." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:93 +#: ../../content/applications/essentials/export_import_data.rst:88 msgid "If the model uses openchatter, the :guilabel:`Track history during import` option sets up subscriptions and sends notifications during the import, but leads to a slower import." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:96 +#: ../../content/applications/essentials/export_import_data.rst:91 msgid "Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields within a field are used to match under the :guilabel:`Odoo Field` while importing." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:100 +#: ../../content/applications/essentials/export_import_data.rst:95 msgid "Get started" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:102 +#: ../../content/applications/essentials/export_import_data.rst:97 msgid "Data can be imported on any Odoo business object using either Excel (`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements, journal entries, and orders." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:106 -msgid "Open the view of the object to which the data should be imported/populated, and click on :menuselection:`⚙️ (Action) --> Import records`." +#: ../../content/applications/essentials/export_import_data.rst:101 +msgid "Open the view of the object to which the data should be imported/populated, click on :icon:`fa-cog` :guilabel:`(Action)` icon, and in the drop-down menu select :icon:`fa-upload` :guilabel:`(Import records)`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "Action menu revealed with the import records option highlighted." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:113 +#: ../../content/applications/essentials/export_import_data.rst:108 msgid "After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be downloaded and populated with the company's own data. Such templates can be imported in one click, since the data mapping is already done. To download a template click :guilabel:`Import Template for Customers` at the center of the page." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:119 +#: ../../content/applications/essentials/export_import_data.rst:114 msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting` options. These options do **not** appear when importing the proprietary Excel file type (`.xls`, `.xlsx`)." msgstr "" @@ -1023,31 +1023,31 @@ msgstr "" msgid "Formatting options presented when a CVS file is imported in Odoo." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:127 +#: ../../content/applications/essentials/export_import_data.rst:121 msgid "Make necessary adjustments to the *Formatting* options, and ensure all columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free of errors. Finally, click :guilabel:`Import` to import the data." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:132 +#: ../../content/applications/essentials/export_import_data.rst:126 msgid "Adapt a template" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:134 +#: ../../content/applications/essentials/export_import_data.rst:128 msgid "Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). Open them with any spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, etc.)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:138 +#: ../../content/applications/essentials/export_import_data.rst:132 msgid "Once the template is downloaded, proceed to follow these steps:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:140 +#: ../../content/applications/essentials/export_import_data.rst:134 msgid "Add, remove, and sort columns to best fit the data structure." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:141 +#: ../../content/applications/essentials/export_import_data.rst:135 msgid "It is strongly advised to **not** remove the :guilabel:`External ID` (ID) column (see why in the next section)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:143 +#: ../../content/applications/essentials/export_import_data.rst:137 msgid "Set a unique ID to every record by dragging down the ID sequencing in the :guilabel:`External ID` (ID) column." msgstr "" @@ -1055,7 +1055,7 @@ msgstr "" msgid "An animation of the mouse dragging down the ID column, so each record has a unique ID." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:151 +#: ../../content/applications/essentials/export_import_data.rst:144 msgid "When a new column is added, Odoo may not be able to map it automatically, if its label does not fit any field within Odoo. However, new columns can be mapped manually when the import is tested. Search the drop-down menu for the corresponding field." msgstr "" @@ -1063,63 +1063,63 @@ msgstr "" msgid "Drop-down menu expanded in the initial import screen on Odoo." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:159 +#: ../../content/applications/essentials/export_import_data.rst:151 msgid "Then, use this field's label in the import file to ensure future imports are successful." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:162 -msgid "Another useful way to find out the proper column names to import is to export a sample file using the fields that should be imported. This way, if there is not a sample import template, the names are accurate." +#: ../../content/applications/essentials/export_import_data.rst:154 +msgid "Another useful way to find out the proper column names to import is to export a sample file using the fields to be imported. This way, if there is not a sample import template, the names are accurate." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:170 +#: ../../content/applications/essentials/export_import_data.rst:162 msgid "Import from another application" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:172 -msgid "The :guilabel:`External ID` (ID) is a unique identifier for the line item. Feel free to use one from previous software to facilitate the transition to Odoo." +#: ../../content/applications/essentials/export_import_data.rst:164 +msgid "The :guilabel:`External ID` (ID) is a unique identifier for a line item. It is possible to use an :guilabel:`External ID` (ID) from previous software to facilitate the transition to Odoo." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:175 +#: ../../content/applications/essentials/export_import_data.rst:167 msgid "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:177 +#: ../../content/applications/essentials/export_import_data.rst:169 msgid ":ref:`Update imports `: import the same file several times without creating duplicates." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:179 +#: ../../content/applications/essentials/export_import_data.rst:171 msgid ":ref:`Import relation fields `." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:181 +#: ../../content/applications/essentials/export_import_data.rst:173 msgid "To recreate relationships between different records, the unique identifier from the original application should be used to map it to the :guilabel:`External ID` (ID) column in Odoo." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:184 +#: ../../content/applications/essentials/export_import_data.rst:176 msgid "When another record is imported that links to the first one, use **XXX/ID** (XXX/External ID) for the original unique identifier. This record can also be found using its name." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:188 +#: ../../content/applications/essentials/export_import_data.rst:180 msgid "It should be noted that conflicts occur if two (or more) records have the same *External ID*." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:191 +#: ../../content/applications/essentials/export_import_data.rst:183 msgid "Field missing to map column" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:193 +#: ../../content/applications/essentials/export_import_data.rst:185 msgid "Odoo heuristically tries to find the type of field for each column inside the imported file, based on the first ten lines of the files." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:196 +#: ../../content/applications/essentials/export_import_data.rst:188 msgid "For example, if there is a column only containing numbers, only the fields with the *integer* type are presented as options." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:199 +#: ../../content/applications/essentials/export_import_data.rst:191 msgid "While this behavior might be beneficial in most cases, it is also possible that it could fail, or the column may be mapped to a field that is not proposed by default." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:202 +#: ../../content/applications/essentials/export_import_data.rst:194 msgid "If this happens, check the :guilabel:`Show fields of relation fields (advanced) option`, then a complete list of fields becomes available for each column." msgstr "" @@ -1127,359 +1127,359 @@ msgstr "" msgid "Searching for the field to match the tax column." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:210 +#: ../../content/applications/essentials/export_import_data.rst:201 msgid "Change data import format" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:213 +#: ../../content/applications/essentials/export_import_data.rst:204 msgid "Odoo can automatically detect if a column is a date, and tries to guess the date format from a set of most commonly used date formats. While this process can work for many date formats, some date formats are not recognizable. This can cause confusion, due to day-month inversions; it is difficult to guess which part of a date format is the day, and which part is the month, in a date, such as `01-03-2016`." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:219 +#: ../../content/applications/essentials/export_import_data.rst:210 msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting` options." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:222 +#: ../../content/applications/essentials/export_import_data.rst:213 msgid "To view which date format Odoo has found from the file, check the :guilabel:`Date Format` that is shown when clicking on options under the file selector. If this format is incorrect, change it to the preferred format using *ISO 8601* to define the format." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:227 -msgid "*ISO 8601* is an international standard, covering the worldwide exchange, along with the communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it should be written as `1981-07-24`." +#: ../../content/applications/essentials/export_import_data.rst:218 +msgid "*ISO 8601* is an international standard, covering the worldwide exchange, along with the communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`. In the case of July 24th 1981, it should be written as `1981-07-24`." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:232 +#: ../../content/applications/essentials/export_import_data.rst:223 msgid "When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to store dates. This maintains locale date formats for display, regardless of how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-separated Values)` file, use Odoo's :guilabel:`Formatting` section to select the date format columns to import." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:238 +#: ../../content/applications/essentials/export_import_data.rst:229 msgid "Import numbers with currency signs" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:240 +#: ../../content/applications/essentials/export_import_data.rst:231 msgid "Odoo fully supports numbers with parenthesis to represent negative signs, as well as numbers with currency signs attached to them. Odoo also automatically detects which thousand/decimal separator is used. If a currency symbol unknown to Odoo is used, it might not be recognized as a number, and the import crashes." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:246 +#: ../../content/applications/essentials/export_import_data.rst:237 msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, the :guilabel:`Formatting` menu appears on the left-hand column. Under these options, the :guilabel:`Thousands Separator` can be changed." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:250 +#: ../../content/applications/essentials/export_import_data.rst:241 msgid "Examples of supported numbers (using 'thirty-two thousand' as the figure):" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:252 +#: ../../content/applications/essentials/export_import_data.rst:243 msgid "32.000,00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:253 +#: ../../content/applications/essentials/export_import_data.rst:244 msgid "32000,00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:254 +#: ../../content/applications/essentials/export_import_data.rst:245 msgid "32,000.00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:255 +#: ../../content/applications/essentials/export_import_data.rst:246 msgid "-32000.00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:256 +#: ../../content/applications/essentials/export_import_data.rst:247 msgid "(32000.00)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:257 +#: ../../content/applications/essentials/export_import_data.rst:248 msgid "$ 32.000,00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:258 +#: ../../content/applications/essentials/export_import_data.rst:249 msgid "(32000.00 €)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:260 +#: ../../content/applications/essentials/export_import_data.rst:251 msgid "Example that will not work:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:262 +#: ../../content/applications/essentials/export_import_data.rst:253 msgid "ABC 32.000,00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:263 +#: ../../content/applications/essentials/export_import_data.rst:254 msgid "$ (32.000,00)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:266 +#: ../../content/applications/essentials/export_import_data.rst:257 msgid "A :guilabel:`() (parenthesis)` around the number indicates that the number is a negative value. The currency symbol **must** be placed within the parenthesis for Odoo to recognize it as a negative currency value." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:271 +#: ../../content/applications/essentials/export_import_data.rst:262 msgid "Import preview table not displayed correctly" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:273 +#: ../../content/applications/essentials/export_import_data.rst:264 msgid "By default, the import preview is set on commas as field separators, and quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated Values)` file does not have these settings, modify the :guilabel:`Formatting` options (displayed under the :guilabel:`Import` :abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV (Comma-separated Values)` file)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:279 +#: ../../content/applications/essentials/export_import_data.rst:270 msgid "If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a separator, Odoo does **not** detect the separations. The file format options need to be modified in the spreadsheet application. See the following :ref:`Change CSV file format ` section." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:287 +#: ../../content/applications/essentials/export_import_data.rst:278 msgid "Change CSV file format in spreadsheet application" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:289 +#: ../../content/applications/essentials/export_import_data.rst:280 msgid "When editing and saving :abbr:`CSV (Comma-separated Values)` files in spreadsheet applications, the computer's regional settings are applied for the separator and delimiter. Odoo suggests using *OpenOffice* or *LibreOffice*, as both applications allow modifications of all three options (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box --> Check the box 'Edit filter settings' --> Save`)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:295 +#: ../../content/applications/essentials/export_import_data.rst:286 msgid "Microsoft Excel can modify the encoding when saving (:menuselection:`'Save As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:299 +#: ../../content/applications/essentials/export_import_data.rst:290 msgid "Difference between Database ID and External ID" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:301 +#: ../../content/applications/essentials/export_import_data.rst:292 msgid "Some fields define a relationship with another object. For example, the country of a contact is a link to a record of the 'Country' object. When such fields are imported, Odoo has to recreate links between the different records. To help import such fields, Odoo provides three mechanisms." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:306 +#: ../../content/applications/essentials/export_import_data.rst:297 msgid "**Only one** mechanism should be used per field that is imported." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:308 +#: ../../content/applications/essentials/export_import_data.rst:299 msgid "For example, to reference the country of a contact, Odoo proposes three different fields to import:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:310 +#: ../../content/applications/essentials/export_import_data.rst:301 msgid ":guilabel:`Country`: the name or code of the country" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:311 +#: ../../content/applications/essentials/export_import_data.rst:302 msgid ":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by the ID PostgreSQL column" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:313 +#: ../../content/applications/essentials/export_import_data.rst:304 msgid ":guilabel:`Country/External ID`: the ID of this record referenced in another application (or the `.XML` file that imported it)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:316 +#: ../../content/applications/essentials/export_import_data.rst:307 msgid "For the country of Belgium, for example, use one of these three ways to import:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:318 +#: ../../content/applications/essentials/export_import_data.rst:309 msgid ":guilabel:`Country`: `Belgium`" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:319 +#: ../../content/applications/essentials/export_import_data.rst:310 msgid ":guilabel:`Country/Database ID`: `21`" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:320 +#: ../../content/applications/essentials/export_import_data.rst:311 msgid ":guilabel:`Country/External ID`: `base.be`" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:322 +#: ../../content/applications/essentials/export_import_data.rst:313 msgid "According to the company's need, use one of these three ways to reference records in relations. Here is an example when one or the other should be used, according to the need:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:325 +#: ../../content/applications/essentials/export_import_data.rst:316 msgid "Use :guilabel:`Country`: this is the easiest way when data comes from :abbr:`CSV (Comma-separated Values)` files that have been created manually." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:327 +#: ../../content/applications/essentials/export_import_data.rst:318 msgid "Use :guilabel:`Country/Database ID`: this should rarely be used. It is mostly used by developers as the main advantage is to never have conflicts (there may be several records with the same name, but they always have a unique Database ID)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:330 +#: ../../content/applications/essentials/export_import_data.rst:321 msgid "Use :guilabel:`Country/External ID`: use *External ID* when importing data from a third-party application." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:333 +#: ../../content/applications/essentials/export_import_data.rst:324 msgid "When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` files with the :guilabel:`External ID` (ID) column defining the *External ID* of each record that is imported. Then, a reference can be made to that record with columns, like `Field/External ID`. The following two :abbr:`CSV (Comma-separated Values)` files provide an example for products and their categories." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:338 +#: ../../content/applications/essentials/export_import_data.rst:329 msgid ":download:`CSV file for categories `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:340 +#: ../../content/applications/essentials/export_import_data.rst:331 msgid ":download:`CSV file for Products `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:346 +#: ../../content/applications/essentials/export_import_data.rst:337 msgid "Import relation fields" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:348 +#: ../../content/applications/essentials/export_import_data.rst:339 msgid "An Odoo object is always related to many other objects (e.g. a product is linked to product categories, attributes, vendors, etc.). To import those relations, the records of the related object need to be imported first, from their own list menu." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:352 +#: ../../content/applications/essentials/export_import_data.rst:343 msgid "This can be achieved by using either the name of the related record, or its ID, depending on the circumstances. The ID is expected when two records have the same name. In such a case add `/ ID` at the end of the column title (e.g. for product attributes: `Product Attributes / Attribute / ID`)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:357 +#: ../../content/applications/essentials/export_import_data.rst:348 msgid "Options for multiple matches on fields" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:359 +#: ../../content/applications/essentials/export_import_data.rst:350 msgid "If, for example, there are two product categories with the child name `Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the validation is halted, but the data may still be imported. However, Odoo recommends that the data is not imported because it will all be linked to the first `Sellable` category found in the *Product Category* list (`Misc. Products/Sellable`). Odoo, instead, recommends modifying one of the duplicate's values, or the product category hierarchy." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:366 +#: ../../content/applications/essentials/export_import_data.rst:357 msgid "However, if the company does not wish to change the configuration of product categories, Odoo recommends making use of the *External ID* for this field, 'Category'." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:370 +#: ../../content/applications/essentials/export_import_data.rst:361 msgid "Import many2many relationship fields" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:372 +#: ../../content/applications/essentials/export_import_data.rst:363 msgid "The tags should be separated by a comma, without any spacing. For example, if a customer needs to be linked to both tags: `Manufacturer` and `Retailer` then 'Manufacturer,Retailer' needs to be encoded in the same column of the :abbr:`CSV (Comma-separated Values)` file." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:376 -msgid ":download:`CSV file for Manufacturer, Retailer `" +#: ../../content/applications/essentials/export_import_data.rst:367 +msgid ":download:`CSV file for Manufacturer, Retailer `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:379 +#: ../../content/applications/essentials/export_import_data.rst:370 msgid "Import one2many relationships" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:381 +#: ../../content/applications/essentials/export_import_data.rst:372 msgid "If a company wants to import a sales order with several order lines, a specific row **must** be reserved in the :abbr:`CSV (Comma-separated Values)` file for each order line. The first order line is imported on the same row as the information relative to order. Any additional lines need an additional row that does not have any information in the fields relative to the order." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:386 -msgid "As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some quotations that can be imported, based on demo data:" +#: ../../content/applications/essentials/export_import_data.rst:378 +msgid "A company imports quotations using a :abbr:`CSV (Comma-separated Values)` file, based on demo data:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:389 -msgid ":download:`File for some Quotations `" +#: ../../content/applications/essentials/export_import_data.rst:381 +msgid ":download:`File for some quotations `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:392 -msgid "The following :abbr:`CSV (Comma-separated Values)` file shows how to import purchase orders with their respective purchase order lines:" +#: ../../content/applications/essentials/export_import_data.rst:383 +msgid "A company imports purchase orders with their respective purchase order lines using a :abbr:`CSV (Comma-separated Values)` file:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:395 -msgid ":download:`Purchase orders with their respective purchase order lines `" +#: ../../content/applications/essentials/export_import_data.rst:386 +msgid ":download:`Purchase orders with their respective purchase order lines `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:398 -msgid "The following :abbr:`CSV (Comma-separated Values)` file shows how to import customers and their respective contacts:" +#: ../../content/applications/essentials/export_import_data.rst:389 +msgid "A company imports customers and their respective contacts using a :abbr:`CSV (Comma-separated Values)` file:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:401 -msgid ":download:`Customers and their respective contacts `" +#: ../../content/applications/essentials/export_import_data.rst:392 +msgid ":download:`Customers and their respective contacts `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:405 +#: ../../content/applications/essentials/export_import_data.rst:397 msgid "Import records several times" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:407 +#: ../../content/applications/essentials/export_import_data.rst:399 msgid "If an imported file contains one of the columns: :guilabel:`External ID` or :guilabel:`Database ID`, records that have already been imported are modified, instead of being created. This is extremely useful as it allows users to import the same :abbr:`CSV (Comma-separated Values)` file several times, while having made some changes in between two imports." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:412 +#: ../../content/applications/essentials/export_import_data.rst:404 msgid "Odoo takes care of creating or modifying each record, depending if it is new or not." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:414 +#: ../../content/applications/essentials/export_import_data.rst:406 msgid "This feature allows a company to use the *Import/Export tool* in Odoo to modify a batch of records in a spreadsheet application." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:418 +#: ../../content/applications/essentials/export_import_data.rst:410 msgid "Value not provided for a specific field" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:420 -msgid "If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined field. But, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the field, instead of assigning the default value." +#: ../../content/applications/essentials/export_import_data.rst:412 +msgid "If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined field. However, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the field, instead of assigning the default value." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:425 +#: ../../content/applications/essentials/export_import_data.rst:417 msgid "Export/import different tables from an SQL application to Odoo" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:427 +#: ../../content/applications/essentials/export_import_data.rst:419 msgid "If data needs to be imported from different tables, relations need to be recreated between records belonging to different tables. For instance, if companies and people are imported, the link between each person and the company they work for needs to be recreated." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:431 +#: ../../content/applications/essentials/export_import_data.rst:423 msgid "To manage relations between tables, use the `External ID` facilities of Odoo. The `External ID` of a record is the unique identifier of this record in another application. The `External ID` must be unique across all records of all objects. It is a good practice to prefix this `External ID` with the name of the application or table. (like, 'company_1', 'person_1' - instead of '1')" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:436 +#: ../../content/applications/essentials/export_import_data.rst:428 msgid "As an example, suppose there is an SQL database with two tables that are to be imported: companies and people. Each person belongs to one company, so the link between a person and the company they work for must be recreated." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:440 +#: ../../content/applications/essentials/export_import_data.rst:432 msgid "Test this example, with a :download:`sample of a PostgreSQL database `." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:443 +#: ../../content/applications/essentials/export_import_data.rst:435 msgid "First, export all companies and their *External ID*. In PSQL, write the following command:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:449 +#: ../../content/applications/essentials/export_import_data.rst:441 msgid "This SQL command creates the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:458 +#: ../../content/applications/essentials/export_import_data.rst:450 msgid "To create the :abbr:`CSV (Comma-separated Values)` file for people linked to companies, use the following SQL command in PSQL:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:465 +#: ../../content/applications/essentials/export_import_data.rst:457 msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:475 +#: ../../content/applications/essentials/export_import_data.rst:467 msgid "In this file, Fabien and Laurence are working for the Bigees company (`company_1`), and Eric is working for the Organi company. The relation between people and companies is done using the *External ID* of the companies. The *External ID* is prefixed by the name of the table to avoid a conflict of ID between people and companies (`person_1` and `company_1`, who shared the same ID 1 in the original database)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:481 +#: ../../content/applications/essentials/export_import_data.rst:473 msgid "The two files produced are ready to be imported in Odoo without any modifications. After having imported these two :abbr:`CSV (Comma-separated Values)` files, there are four contacts and three companies (the first two contacts are linked to the first company). Keep in mind to first import the companies, and then the people." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:489 +#: ../../content/applications/essentials/export_import_data.rst:481 msgid "Update data in Odoo" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:491 +#: ../../content/applications/essentials/export_import_data.rst:483 msgid "Existing data can be updated in bulk through a data import, as long as the :ref:`External ID ` remains consistent." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:495 +#: ../../content/applications/essentials/export_import_data.rst:487 msgid "Prepare data export" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:497 -msgid "To update data through an import, first navigate to the data to be updated, and select the |list| to activate list view. On the far-left side of the list, tick the checkbox for any record to be updated. Then, click |actions|, and select :icon:`fa-upload` :guilabel:`Export` from the drop-down menu." +#: ../../content/applications/essentials/export_import_data.rst:489 +msgid "To update data through an import, first navigate to the data to be updated, and select the :icon:`oi-view-list` :guilabel:`(List)` icon to activate list view. On the far-left side of the list, tick the checkbox for any record to be updated. Then, click :guilabel:`Actions` button, and select :icon:`fa-upload` :guilabel:`(Export)` from the drop-down menu." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:502 +#: ../../content/applications/essentials/export_import_data.rst:494 msgid "On the resulting :guilabel:`Export Data` pop-up window, tick the checkbox labeled, :guilabel:`I want to update data (import-compatible export)`. This automatically includes the *External ID* in the export. Additionally, it limits the :guilabel:`Fields to export` list to **only** include fields that are able to be imported." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:508 +#: ../../content/applications/essentials/export_import_data.rst:500 msgid "The :guilabel:`External ID` field does **not** appear in the :guilabel:`Fields to export` list unless it is manually added, but it is still included in the export. However, if the :guilabel:`I want to update data (import-compatible export)` checkbox is ticked, it is included in the export." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:512 +#: ../../content/applications/essentials/export_import_data.rst:504 msgid "Select the required fields to be included in the export using the :ref:`options ` on the pop-up window, then click :guilabel:`Export`." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:516 +#: ../../content/applications/essentials/export_import_data.rst:508 msgid "Import updated data" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:518 +#: ../../content/applications/essentials/export_import_data.rst:510 msgid "After exporting, make any necessary changes to the data file. When the file is ready, it can be :ref:`imported ` by following the same process as a normal data import." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:522 +#: ../../content/applications/essentials/export_import_data.rst:514 msgid "When updating data, it is extremely important that the *External ID* remain consistent, as this is how the system identifies a record. If an ID is altered, or removed, the system may add a duplicate record, instead of updating the existing one." msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index 79a463ef89..8fc8031f5d 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-11-18 10:55+0000\n" +"POT-Creation-Date: 2025-12-09 13:40+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -554,7 +554,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:647 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:101 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:10 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:643 @@ -577,12 +576,10 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:42 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:61 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:240 -#: ../../content/applications/finance/payment_providers/adyen.rst:17 #: ../../content/applications/finance/payment_providers/alipay.rst:12 #: ../../content/applications/finance/payment_providers/authorize.rst:9 #: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 -#: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 #: ../../content/applications/finance/payment_providers/sdd.rst:27 #: ../../content/applications/finance/payment_providers/sips.rst:9 @@ -2925,7 +2922,7 @@ msgid "Every PDF generated by Odoo includes an integrated **Factur-X** XML file. msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:58 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:135 #: ../../content/applications/finance/accounting/taxes/avatax.rst:125 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 @@ -4216,6 +4213,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:381 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:57 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:53 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 #: ../../content/applications/finance/fiscal_localizations/peru.rst:126 #: ../../content/applications/finance/fiscal_localizations/peru.rst:298 @@ -5323,31 +5321,31 @@ msgstr "" msgid "In the :guilabel:`View` menu of an account, select a **default tax** to be applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:119 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 msgid "Tags" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:121 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Some accounting reports require **tags** to be set on the relevant accounts. To add a tag, under :guilabel:`View`, click the :guilabel:`Tags` field and select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 msgid "Account groups" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:130 msgid "**Account groups** are useful to list multiple accounts as *sub-accounts* of a bigger account and thus consolidate reports such as the **Trial Balance**. By default, groups are handled automatically based on the code of the group. For example, a new account `131200` is going to be part of the group `131000`. You can attribute a specific group to an account in the :guilabel:`Group` field under :guilabel:`View`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:137 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 msgid "Regular users should not need to create account groups manually. The following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:141 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 msgid "To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting --> Configuration --> Account Groups`. Here, create a new group and enter the :guilabel:`name, code prefix, and company` to which that group account should be available. Note that you must enter the same code prefix in both :guilabel:`From` and :guilabel:`to` fields." msgstr "" @@ -5355,7 +5353,7 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:149 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:151 msgid "To display your **Trial Balance** report with your account groups, go to :menuselection:`Accounting --> Reporting --> Trial Balance`, then open the :guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" @@ -5363,19 +5361,19 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:157 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:161 msgid "Some accounts, such as accounts made to record the transactions of a payment method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:164 msgid "For example, an invoice paid with a credit card can be marked as :guilabel:`paid` if reconciled with its payment. Therefore, the account used to record credit card payments needs to be configured as **allowing reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:168 msgid "To do so, check the :guilabel:`Allow Reconciliation` box in the account's settings, and :guilabel:`Save`; or enable the button from the chart of accounts view." msgstr "" @@ -5383,35 +5381,35 @@ msgstr "" msgid "Allow reconciliation for accounts in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:173 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 msgid "Deprecated" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid "It is not possible to delete an account once a transaction has been recorded on it. You can make them unusable by using the **Deprecated** feature: check the :guilabel:`Deprecated` box in the account's settings, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 msgid "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 msgid "`Odoo Tutorials: Update your chart of accounts `_" msgstr "" @@ -9813,7 +9811,10 @@ msgid "Copy this key to a safe place. It is strongly encouraged to back up the l msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:108 +#: ../../content/applications/finance/payment_providers/adyen.rst:53 +#: ../../content/applications/finance/payment_providers/mollie.rst:23 #: ../../content/applications/finance/payment_providers/razorpay.rst:68 +#: ../../content/applications/finance/payment_providers/stripe.rst:75 msgid "Odoo configuration" msgstr "" @@ -9884,7 +9885,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:16 #: ../../content/applications/finance/fiscal_localizations/italy.rst:17 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:16 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:23 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 @@ -9914,7 +9915,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:17 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:24 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 @@ -9947,7 +9948,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:18 #: ../../content/applications/finance/fiscal_localizations/italy.rst:19 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:18 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:17 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:25 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 @@ -16474,7 +16475,7 @@ msgid "Example of not-fully deductible tax" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:245 msgid ":doc:`../accounting/reporting/tax_returns`" msgstr "" @@ -18544,6 +18545,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:22 #: ../../content/applications/finance/fiscal_localizations/france.rst:8 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:8 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:8 #: ../../content/applications/finance/fiscal_localizations/peru.rst:13 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:10 msgid "Modules" @@ -21936,7 +21938,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/egypt.rst:21 #: ../../content/applications/finance/fiscal_localizations/india.rst:21 #: ../../content/applications/finance/fiscal_localizations/italy.rst:22 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:19 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:20 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:20 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:19 msgid "Default :ref:`fiscal localization package `" @@ -22375,6 +22377,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:56 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:35 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:33 msgid "Localization overview" msgstr "" @@ -25677,8 +25680,7 @@ msgid "`l10n_it_reports`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:31 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:22 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:25 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:23 msgid "Country-specific reports" msgstr "" @@ -25826,6 +25828,7 @@ msgid "Reverse charge tax grid from the VJ section of the Tax Declaration" msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:149 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:68 msgid "E-invoicing" msgstr "" @@ -26553,6 +26556,7 @@ msgid "Integration module for JoFotara to support Jordanian e-invoicing requirem msgstr "" #: ../../content/applications/finance/fiscal_localizations/jordan.rst:28 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:26 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:30 msgid "In some cases, such as when upgrading to a version with additional modules, it is possible that modules may not be installed automatically. Any missing modules can be manually :ref:`installed `." msgstr "" @@ -26598,6 +26602,7 @@ msgid "export tax (0%): zero-rated tax applied to goods and services exported ou msgstr "" #: ../../content/applications/finance/fiscal_localizations/jordan.rst:70 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:80 msgid "Tax reporting" msgstr "" @@ -27364,124 +27369,485 @@ msgstr "" msgid "Luxembourg" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:8 -msgid ":ref:`Install ` the following modules to get all the features of the Luxembourgish localization:" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:10 +msgid "The following modules are installed automatically with the Luxembourgish localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:17 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:18 msgid ":guilabel:`Luxembourg - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:18 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:19 msgid "`l10n_lu`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:20 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:21 msgid ":guilabel:`Luxembourg - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:21 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:22 msgid "`l10n_lu_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:23 -msgid ":guilabel:`Luxembourg - Annual VAT Report`" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:35 +msgid "The Luxembourgish localization includes the following features:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:24 -msgid "`l10n_lu_reports_annual_vat`" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:37 +msgid ":doc:`../accounting/get_started/chart_of_accounts`: a predefined set of accounts that follows the current official accounting standards (PCN 2020)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:-1 -msgid "The three modules for the Luxembourgish Fiscal Localization Package on Odoo" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:39 +msgid ":ref:`localizations/luxembourg/taxes`: pre-configured tax rates, including standard (17%), reduced (14%, 8%, and 3%) and zero-rated VAT, intra-community, and zero-rated export taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:32 -msgid "Installing the module :guilabel:`Luxembourg - Accounting Reports` installs all three modules at once." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:41 +msgid ":doc:`../accounting/taxes/fiscal_positions`: automated account and tax adjustments based on customer or supplier" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:36 -msgid "Standard Chart of Accounts - PCN 2020" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:43 +msgid ":ref:`localizations/luxembourg/e-invoicing`: E-invoicing with Peppol" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:38 -msgid "Odoo's :ref:`fiscal localization package ` for Luxembourg includes the current **Standard Chart of Accounts (PCN 2020)**, effective since January 2020." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:44 +msgid ":ref:`localizations/luxembourg/tax-reporting`: detailed overview of your VAT liability, and generation of monthly and annual VAT declarations in XML format to upload to the :abbr:`eCDF platform (plateforme électronique de Collecte des Données Financières)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:42 -msgid "eCDF tax return" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:47 +msgid ":ref:`localizations/luxembourg/faia`: generation of audit files in the :abbr:`FAIA (Fichier d’Audit Informatisé AED)` (Luxembourgish SAF-T) format" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:44 -msgid "Tax returns in Luxembourg require a specific XML file to upload on the eCDF." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:55 +msgid "The following :doc:`taxes <../accounting/taxes>` are available by default with the Luxembourgish localization package:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:46 -msgid "To download it, go to :menuselection:`Accounting --> Report --> Audit Reports --> Tax Report`, and click on :guilabel:`Export eCDF declaration`." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:58 +msgid "standard VAT (17%): applied to most goods and services within Luxembourg" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:51 -msgid "`Platform for electronic gathering of financial data (eCDF) `_" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:59 +msgid "reduced VAT (14%, 8%, and 3%): applied to some goods and services within Luxembourg" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:54 -msgid "Annual tax report" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:60 +msgid "zero-rated VAT: applied to goods and services not subject to VAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:56 -msgid "You can generate an XML file to electronically file your annual tax report with the tax office." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:61 +msgid "intra-community VAT: applied to goods and services sold to or purchased from VAT-registered persons located in other EU countries" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:58 -msgid "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." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:63 +msgid "export tax (0%): zero-rated tax applied to goods and services exported outside Luxembourg" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:61 -msgid "The **simplified annual declaration** is automatically generated. You can manually add values in all the fields to get a **complete annual declaration**." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:70 +msgid "Odoo users in Luxembourg can register on the :ref:`accounting/e-invoicing/peppol` network, which allows exchanging e-invoices and credit notes with other participants on the network." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:-1 -msgid "Odoo Accounting (Luxembourg localization) generates an annual tax declaration." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:73 +msgid "The e-invoice format in Luxembourg is **BIS Billing 3.0**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:68 -msgid "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." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:75 +msgid "E-invoicing via Peppol is mandatory for all B2G transactions in Luxembourg." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:82 +msgid "In Luxembourg, companies must submit a VAT declaration on a monthly, quarterly, or annual basis to the tax office, depending on their turnover. Companies that submit a monthly or quarterly declaration are also required to submit the annual declaration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:86 +msgid "Both monthly/quarterly and annual VAT declarations can be exported as XML files to upload on the :abbr:`eCDF platform (plateforme électronique de Collecte des Données Financières)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:90 +msgid "Monthly / quarterly declaration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:92 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:207 +msgid "Go to :menuselection:`Accounting --> Reporting --> Tax Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:94 +msgid "In the :icon:`fa-book` :guilabel:`Report` selector, select :guilabel:`Tax Report (LU)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:96 +msgid "In the :icon:`fa-calendar` (:guilabel:`Period`) selector, choose the month or quarter for which to generate the declaration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:99 +msgid "Check the amounts generated for all four sections of the report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:101 +msgid "If you sold to customers under a VAT exemption for SMEs during the period, you need to manually enter the value of such sales in the editable fields at section I, items 481 and 482. To find the amounts for these items, you can use the :guilabel:`Partner Ledger` report:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:105 +msgid "Go to :menuselection:`Accounting --> Reporting --> Partner Ledger`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:106 +msgid "In the :icon:`fa-calendar` (:guilabel:`Period`) selector, choose the appropriate month or quarter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:108 +msgid "In the :icon:`fa-user` (:guilabel:`Account`) selector, choose :guilabel:`Receivable`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:109 +msgid "In the :icon:`fa-folder-open` (:guilabel:`Partners`) selector, choose the partners that fall under the exemption." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:111 +msgid "Copy the total :guilabel:`Balance` for those partners for the given period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:113 +msgid "Once the declaration is correct, click the :icon:`fa-cog` (:guilabel:`action menu`) icon, then click :guilabel:`XML` to export and download it in XML format. You can then submit the XML file on the eCDF platform." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:118 +msgid "Annual declaration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:123 +msgid "Account tag configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:125 +msgid "The following configuration allows values to be generated automatically for sections I and III, and Appendix A of the report, based on journal entries that impact accounts associated with each report line." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:129 +msgid "This requires using a different :doc:`account <../accounting/get_started/chart_of_accounts>` for each type of operation subject to VAT, output and input VAT, and expense listed in those sections." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:132 +msgid "Assign the following account :ref:`tags ` to accounts you use for each type of operation subject to VAT listed in the declaration, if applicable:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:135 +msgid "`001 - Supply of inhouse manufactured goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:136 +msgid "`002 - Supply of goods not manufactured inhouse`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:137 +msgid "`003 - Net profit margin`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:138 +msgid "`004 - Supply of services`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:139 +msgid "`005 - Disposal of tangible and intangible capital assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:140 +msgid "`008 - Application of goods for private use or for that of the staff`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:141 +msgid "`009 - Application for the purpose of business of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:142 +msgid "`010 - Use of goods considered business assets`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:143 +msgid "`011 - Supply of services carried out free of charge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:144 +msgid "`013 - IC supply of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:145 +msgid "`202 - IC supply of new means of transport`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:146 +msgid "`203 - Supply of goods carried out abroad`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:148 +msgid "Assign the following account tags to the accounts you use for each type of output and input VAT, if applicable:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:151 +msgid "`077 - VAT on stock entries invoiced by other taxable persons`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:152 +msgid "`081 - VAT on capital expenditures invoiced by other taxable persons`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:153 +msgid "`085 - VAT on operational expenditures invoiced by other taxable persons`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:154 +msgid "`078 - VAT on stock entries due in respect of IC acquisitions`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:155 +msgid "`082 - VAT on capital expenditures due in respect of IC acquisitions`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:156 +msgid "`086 - VAT on operational expenditures due in respect of IC acquisitions`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:157 +msgid "`079 - VAT on stock entries of importations of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:158 +msgid "`083 - VAT on capital expenditures of importations of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:159 +msgid "`087 - VAT on operational expenditures of importations of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:160 +msgid "`404 - VAT on stock entries due under the reverse charge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:161 +msgid "`405 - VAT on capital expenditures due under the reverse charge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:162 +msgid "`406 - VAT on operational expenditures due under the reverse charge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:164 +msgid "Assign the following account tags to the expense accounts you use for each type of expense, if applicable:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:167 +msgid "`188 - Appendix A - Expenses for other work carried out by third parties`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:168 +msgid "`190 - Appendix A - Car expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:169 +msgid "`239 - Appendix A - Gross salaries`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:170 +msgid "`244 - Appendix A - Gross wages`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:171 +msgid "`247 - Appendix A - Occasional salaries`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:172 +msgid "`250 - Appendix A - Compulsory social security contributions (employer's share)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:173 +msgid "`253 - Appendix A - Accident insurance`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:174 +msgid "`260 - Appendix A - Staff travel and representation expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:175 +msgid "`269 - Appendix A - Accounting and bookkeeping fees`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:176 +msgid "`283 - Appendix A - Employer's travel and representation expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:177 +msgid "`285 - Appendix A - Electricity`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:178 +msgid "`289 - Appendix A - Gas`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:179 +msgid "`293 - Appendix A - Employer's travel and representation expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:180 +msgid "`301 - Appendix A - Telecommunications`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:181 +msgid "`305 - Appendix A - Renting/leasing of immovable property with application of VAT`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:182 +msgid "`307 - Appendix A - Renting/leasing of immovable property with no application of VAT`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:183 +msgid "`310 - Appendix A - Renting/leasing of permanently installed equipment and machinery`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:184 +msgid "`316 - Appendix A - Property tax`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:185 +msgid "`324 - Appendix A - Business tax`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:186 +msgid "`326 - Appendix A - Interest paid for long-term debts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:187 +msgid "`327 - Appendix A - Interest paid for short-term debts`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:188 +msgid "`328 - Appendix A - Other financial costs`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:189 +msgid "`330 - Appendix A - Stock and business equipment insurance`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:190 +msgid "`331 - Appendix A - Public and professional third party liability insurance`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:191 +msgid "`332 - Appendix A - Office expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:192 +msgid "`336 - Appendix A - Fees and subscriptions paid to professional associations and learned societies`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:193 +msgid "`337 - Appendix A - Papers and periodicals for business purposes`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:194 +msgid "`343 - Appendix A - Shipping and transport expenses`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:195 +msgid "`345 - Appendix A - Work clothes`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:196 +msgid "`347 - Appendix A - Advertising and publicity`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:197 +msgid "`349 - Appendix A - Packaging`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:198 +msgid "`351 - Appendix A - Repair and maintenance of equipment and machinery`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:199 +msgid "`353 - Appendix A - Other repairs`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:200 +msgid "`355 - Appendix A - New acquisitions (tools and equipment) if their cost can be fully allocated to the year of acquisition or creation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:201 +msgid "`358 - Appendix A - Custom (value)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:202 +msgid "`361 - Appendix A - Total 'Appendix to Operational expenditures'`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:205 +msgid "Opening the declaration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:209 +msgid "In the :icon:`fa-book` :guilabel:`Report` selector, select :guilabel:`Annual VAT Declaration (LU)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:211 +msgid "In the :icon:`fa-calendar` (:guilabel:`Period`) selector, choose the fiscal year dates for which to generate the declaration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:215 +msgid "Completing the declaration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:217 +msgid "The annual declaration contains five sections labelled I to V, seven appendices labelled A to G, and an additional Appendix to Operational Expenditures." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:220 +msgid "Sections I, III, and Appendix A can be pre-populated automatically based on the :ref:`account tag configuration `. After configuring the account tags, :ref:`set the tax lock date ` to the end of the fiscal year. This will trigger the pre-computation of those values." msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:-1 -msgid "Dropdown menu to select the type of Tax Report" +msgid "Odoo Accounting populates a Luxembourgish annual VAT declaration based on account tags." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:76 -msgid "Finally, click on :guilabel:`Export XML` to download the XML file." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:228 +msgid "Alternatively, the year's total VAT debit and credit can be manually distributed among the various report lines in sections I and III. You can use the :icon:`fa-pencil` (:guilabel:`Edit`) icon to manually enter the value for each report line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:79 -msgid "This feature requires the module :guilabel:`Luxembourg - Annual VAT Report` to be installed." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:232 +msgid "Sections II and IV are automatically computed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:82 -msgid "FAIA (SAF-T)" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:234 +msgid "You then need to manually complete appendices B through G, as well as the Appendix to Operational Expenditures, with any additional information to be reported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:84 -msgid "**FAIA (Fichier d’Audit 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)." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:238 +msgid "Exporting the declaration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:88 -msgid "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." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:240 +msgid "Once the declaration is complete and correct, click the :icon:`fa-cog` (:guilabel:`action menu`) icon, then click :guilabel:`XML` to export and download it in XML format. You can then submit the XML file on the eCDF platform." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:92 -msgid "This feature requires the module :guilabel:`Luxembourg - Accounting Reports` to be installed." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:246 +msgid "`Tax office website - VAT declaration `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:247 +msgid "`Platform for electronic gathering of financial data (eCDF) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:95 -msgid "Export FAIA file" +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:252 +msgid "FAIA audit file export" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:97 -msgid "Go to :menuselection:`Accounting --> Reporting --> Audit Reports --> General Ledger`, then click on :guilabel:`FAIA`." +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:254 +msgid ":abbr:`FAIA (Fichier d’Audit Informatisé AED)` is the Luxembourgish version of the SAF-T format for accounting data interchange. It allows exporting complete accounting data for a period from a taxpayer's accounting system to the tax office." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:258 +msgid "Odoo can generate an XML file in the FAIA format that contains the entire accounting data for a period." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:261 +msgid "To generate and download the FAIA file, open :menuselection:`Accounting --> Reporting --> General Ledger`, choose the desired period, click the :icon:`fa-cog` (:guilabel:`action menu`) icon, and click :guilabel:`Export FAIA`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:3 @@ -34410,8 +34776,10 @@ msgid "Select the provider and configure the :guilabel:`Credentials` tab." msgstr "" #: ../../content/applications/finance/payment_providers.rst:194 +#: ../../content/applications/finance/payment_providers/adyen.rst:60 #: ../../content/applications/finance/payment_providers/sdd.rst:47 -#: ../../content/applications/finance/payment_providers/stripe.rst:37 +#: ../../content/applications/finance/payment_providers/stripe.rst:43 +#: ../../content/applications/finance/payment_providers/stripe.rst:84 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:52 msgid "Set the :guilabel:`State` field to :guilabel:`Enabled`." msgstr "" @@ -34505,6 +34873,7 @@ msgid "Odoo is not `PCI `_ DSS-certified b msgstr "" #: ../../content/applications/finance/payment_providers.rst:306 +#: ../../content/applications/finance/payment_providers/adyen.rst:69 msgid "Manual capture" msgstr "" @@ -34729,231 +35098,136 @@ msgid "`Adyen `_ is a Dutch company that offers several msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:9 -#: ../../content/applications/finance/payment_providers/adyen.rst:20 -#: ../../content/applications/finance/payment_providers/alipay.rst:15 -#: ../../content/applications/finance/payment_providers/authorize.rst:12 -#: ../../content/applications/finance/payment_providers/demo.rst:12 -#: ../../content/applications/finance/payment_providers/mollie.rst:11 -#: ../../content/applications/finance/payment_providers/ogone.rst:9 -#: ../../content/applications/finance/payment_providers/paypal.rst:86 -#: ../../content/applications/finance/payment_providers/sips.rst:12 -msgid ":ref:`payment_providers/add_new`" -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:10 -#: ../../content/applications/finance/payment_providers/adyen.rst:163 -#: ../../content/applications/finance/payment_providers/alipay.rst:39 -#: ../../content/applications/finance/payment_providers/asiapay.rst:50 -#: ../../content/applications/finance/payment_providers/authorize.rst:51 -#: ../../content/applications/finance/payment_providers/buckaroo.rst:37 -#: ../../content/applications/finance/payment_providers/flutterwave.rst:44 -#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 -#: ../../content/applications/finance/payment_providers/mollie.rst:31 -#: ../../content/applications/finance/payment_providers/paypal.rst:121 -#: ../../content/applications/finance/payment_providers/razorpay.rst:86 -#: ../../content/applications/finance/payment_providers/sdd.rst:58 -#: ../../content/applications/finance/payment_providers/sips.rst:32 -#: ../../content/applications/finance/payment_providers/stripe.rst:118 -#: ../../content/applications/finance/payment_providers/wire_transfer.rst:58 -#: ../../content/applications/finance/payment_providers/xendit.rst:48 -msgid ":doc:`../payment_providers`" +msgid "Adyen only works with customers processing **more than 10 million annually** or invoicing a **minimum of 1000 transactions per month**." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:13 -msgid "Adyen works only with customers processing **more** than **10 million annually** or invoicing a **minimum** of **1.000** transactions **per month**." +#: ../../content/applications/finance/payment_providers/adyen.rst:15 +msgid "Adyen configuration" msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:22 -msgid "First, reach Adyen support to enable :guilabel:`multiple partial capture` for you." +#: ../../content/applications/finance/payment_providers/adyen.rst:17 +msgid "Create an Adyen account if necessary and log into your Adyen Customer Area." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:25 -#: ../../content/applications/finance/payment_providers/alipay.rst:18 -#: ../../content/applications/finance/payment_providers/authorize.rst:15 -#: ../../content/applications/finance/payment_providers/mollie.rst:14 -#: ../../content/applications/finance/payment_providers/sips.rst:15 -msgid "Credentials tab" +#: ../../content/applications/finance/payment_providers/adyen.rst:20 +msgid "Log into your **Test account** to try the integration without charging customers. Switch to your **Live account** once you are ready to accept payments." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:27 -msgid "Odoo needs your **API Credentials** to connect with your Adyen account, which comprise:" +#: ../../content/applications/finance/payment_providers/adyen.rst:23 +msgid "`Contact the Adyen support team `_ to enable the **Multiple partial capture** feature." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:29 -msgid "**Merchant Account**: The code of the merchant account to use with Adyen." +#: ../../content/applications/finance/payment_providers/adyen.rst:25 +msgid "In the Adyen Customer Area, go to :menuselection:`Developers --> API credentials` and click the relevant API credential user name in the list or click :guilabel:`Create new credential` to create a new one." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:30 -msgid ":ref:`API Key `: The API key of the webservice user." +#: ../../content/applications/finance/payment_providers/adyen.rst:28 +msgid "In the :guilabel:`Server settings` section, click :guilabel:`Generate API key`, then click the :icon:`fa-copy` (:guilabel:`Copy API key`) icon and save the value for the :ref:`payment_providers/adyen/configure_odoo` step." msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:31 -msgid ":ref:`Client Key `: The client key of the webservice user." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:32 -msgid ":ref:`HMAC Key `: The HMAC key of the webhook." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:33 -msgid ":ref:`Checkout API URL `: The base URL for the Checkout API endpoints." +msgid "In the :guilabel:`Client settings` section, click :guilabel:`Generate client key`, then click the :icon:`fa-copy` (:guilabel:`Copy API key`) icon and save the value for the :ref:`payment_providers/adyen/configure_odoo` step." msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:34 -msgid ":ref:`Recurring API URL `: The base URL for the Recurring API endpoints." +msgid "Enter your Odoo website URL in the :guilabel:`Add allowed origins` field, then click :guilabel:`Add`." msgstr "" #: ../../content/applications/finance/payment_providers/adyen.rst:36 -msgid "You can copy your credentials from your Adyen account, and paste them in the related fields under the **Credentials** tab." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:40 -msgid "If you are trying Adyen as a test, with an Adyen *test account*, head to :menuselection:`Accounting --> Configuration --> Payment Providers`. There, click on :guilabel:`Adyen`, enable :guilabel:`Test Mode` and enter your credentials in the :guilabel:`Credentials` tab." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:48 -msgid "API Key and Client Key" -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:50 -msgid "In order to retrieve the API Key and the Client Key, log into your Adyen account, go to :menuselection:`Developers --> API Credentials`." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:53 -msgid "If you already have an API user, open it." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:54 -msgid "If you don't have an API user yet, click on **Create new credential**." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:56 -msgid "Go to :menuselection:`Server settings --> Authentification` and copy or generate your **API Key**. Be careful to copy your API key as you'll not be allowed to get it later without generating a new one." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:60 -msgid "Now, head to :menuselection:`Client settings --> Authentification` and cody or generate your **Client Key**. This is also the place where you can :ref:`allow payments to be made from your website `." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:67 -msgid "HMAC key" -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:69 -msgid "In order to retrieve the HMAC Key, you'll need to configure a `Standard Notification` webhook. For this, log into your Adyen account then go to :menuselection:`Developers --> Webhooks --> Add webhook --> Add Standard notification`." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:-1 -msgid "Configure a webhook." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:77 -msgid "There, in :menuselection:`General --> Server configuration --> URL`, enter your server address followed by `/payment/adyen/notification`." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:-1 -msgid "Enter the notification URL." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:84 -msgid "Then enter :menuselection:`Security --> HMAC Key --> Generate`. Be careful to copy the key as you will not be allowed to do it later without generating a new one." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:-1 -msgid "Generate a HMAC key and save it." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:91 -msgid "You have to save the webhook to finalize its creation." -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:96 -msgid "API URLs" -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:98 -msgid "All Adyen API URLs include a customer area-specific prefix generated by Adyen. To configure the URLs, proceed as follows:" +msgid "Click :guilabel:`Save changes` at the bottom of the page." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:101 -msgid "Log into your Adyen account, then go to :menuselection:`Developers --> API URLs`." +#: ../../content/applications/finance/payment_providers/adyen.rst:37 +msgid "Go to :menuselection:`Developers --> Webhooks` in the left menu and click :guilabel:`Create new webhook`." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:102 -msgid "Copy the :guilabel:`Prefix` for your live Customer area (i.e., **data center**) and save it for later." +#: ../../content/applications/finance/payment_providers/adyen.rst:39 +msgid "In the :guilabel:`Create new webhook` popup, click :guilabel:`Add` on to the :guilabel:`Standard webhook` line." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:0 -msgid "Copy the prefix for the Adyen APIs" +#: ../../content/applications/finance/payment_providers/adyen.rst:41 +msgid "On the :guilabel:`Webhook generation` form, in the :guilabel:`Server configuration` section, enter your Odoo database :guilabel:`URL` followed by `/payment/adyen/notification`." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:108 -msgid "In Odoo, :ref:`navigate to the payment provider Adyen `." +#: ../../content/applications/finance/payment_providers/adyen.rst:43 +msgid "In the :guilabel:`Security` section, click :guilabel:`Generate` under :guilabel:`HMAC`, then click the :icon:`fa-copy` (:guilabel:`Copy HMAC to the clipboard`) icon and save the value for the :ref:`payment_providers/adyen/configure_odoo` step." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:109 -msgid "In the :guilabel:`Checkout API URL` field, enter the following URL and replace `yourprefix` with the prefix you previously saved: `https://yourprefix-checkout-live.adyenpayments.com/checkout`" +#: ../../content/applications/finance/payment_providers/adyen.rst:46 +msgid "Click :guilabel:`Save configuration` at the bottom of the page." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:112 -msgid "In the :guilabel:`Recurring API URL` field, enter the following URL and replace `yourprefix` with the prefix you previously saved: `https://yourprefix-pal-live.adyenpayments.com/pal/servlet/Recurring`." +#: ../../content/applications/finance/payment_providers/adyen.rst:47 +msgid "Go to :menuselection:`Developers --> API URLs`, then copy the :guilabel:`Prefix` and save it for the :ref:`payment_providers/adyen/configure_odoo` step." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:117 -msgid "If you are trying Adyen as a test, you can use the following URLs instead:" +#: ../../content/applications/finance/payment_providers/adyen.rst:55 +msgid ":ref:`Navigate to the Adyen payment provider`." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:119 -msgid ":guilabel:`Checkout API URL`: `https://checkout-test.adyen.com`" -msgstr "" - -#: ../../content/applications/finance/payment_providers/adyen.rst:120 -msgid ":guilabel:`Recurring API URL`: `https://pal-test.adyen.com/pal/servlet/Recurring`" +#: ../../content/applications/finance/payment_providers/adyen.rst:56 +msgid "Fill in the :guilabel:`Merchant account`, :guilabel:`API Key`, :guilabel:`Client Key`, :guilabel:`HMAC Key`, and :guilabel:`API URL Prefix` fields with the values saved at the :ref:`Adyen configuration step `." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:123 -msgid "Adyen Account" +#: ../../content/applications/finance/payment_providers/adyen.rst:59 +#: ../../content/applications/finance/payment_providers/mollie.rst:28 +#: ../../content/applications/finance/payment_providers/razorpay.rst:75 +#: ../../content/applications/finance/payment_providers/stripe.rst:83 +msgid "Configure the remaining options as needed." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:128 -msgid "Allow payments from a specific origin" +#: ../../content/applications/finance/payment_providers/adyen.rst:63 +msgid "If you want to :ref:`test Adyen without affecting live transactions `, use your **Test account** credentials, enter `https://checkout-test.adyen.com` in the :guilabel:`API URL Prefix` field, and set the :guilabel:`State` field to :guilabel:`Test Mode`." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:130 -msgid "To allow payment originated from your website, follow the steps in :ref:`adyen/api_and_client_keys` to navigate to your API user and go to :menuselection:`Add allowed origins`, then add the URLs from where payments will be made (the URLs of the servers hosting your Odoo instances)." +#: ../../content/applications/finance/payment_providers/adyen.rst:71 +msgid "To enable :ref:`manual capture ` for Adyen payments, follow these steps:" msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:-1 -msgid "Allows payments originated from a specific domain." +#: ../../content/applications/finance/payment_providers/adyen.rst:74 +msgid ":ref:`Navigate to the Adyen payment provider `." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:139 -#: ../../content/applications/finance/payment_providers/authorize.rst:41 -msgid "Place a hold on a card" +#: ../../content/applications/finance/payment_providers/adyen.rst:75 +msgid "Go to the :guilabel:`Configuration` tab and enable :guilabel:`Capture Amount Manually`." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:141 -msgid "Adyen allows you to capture an amount manually instead of having an immediate capture." +#: ../../content/applications/finance/payment_providers/adyen.rst:76 +msgid "Log in to your Adyen Customer Area, then go to :menuselection:`Settings` and click :guilabel:`Company` in the :guilabel:`Account management` section." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:143 -msgid "To set it up, enable the **Capture Amount Manually** option on Odoo, as explained in the :ref:`payment providers documentation `." +#: ../../content/applications/finance/payment_providers/adyen.rst:78 +msgid "In the :guilabel:`General` section, click the :icon:`fa-pencil` (:guilabel:`Edit property`) icon next to the :guilabel:`Capture Delay` field." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:146 -msgid "Then, open your Adyen Merchant Account, go to :menuselection:`Account --> Settings`, and set the **Capture Delay** to **manual**." +#: ../../content/applications/finance/payment_providers/adyen.rst:80 +msgid "In the popup, set the :guilabel:`Capture delay` field to :guilabel:`Manual` and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:-1 -msgid "Capture Delay settings in Adyen" +#: ../../content/applications/finance/payment_providers/adyen.rst:84 +msgid "If the transaction is not captured within 7 days, the customer is entitled to revoke it." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:154 -msgid "If you configure Odoo to capture amounts manually, make sure to set the **Capture Delay** to **manual** on Adyen. Otherwise, the transaction will be blocked in the authorized state in Odoo." +#: ../../content/applications/finance/payment_providers/adyen.rst:85 +msgid "You can :ref:`manually capture ` and :ref:`refund ` payments directly from your Adyen Customer Area." msgstr "" -#: ../../content/applications/finance/payment_providers/adyen.rst:159 -msgid "After **7 days**, if the transaction has not been captured yet, the customer has the right to **revoke** it." +#: ../../content/applications/finance/payment_providers/adyen.rst:89 +#: ../../content/applications/finance/payment_providers/alipay.rst:39 +#: ../../content/applications/finance/payment_providers/asiapay.rst:50 +#: ../../content/applications/finance/payment_providers/authorize.rst:51 +#: ../../content/applications/finance/payment_providers/buckaroo.rst:37 +#: ../../content/applications/finance/payment_providers/flutterwave.rst:44 +#: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 +#: ../../content/applications/finance/payment_providers/mollie.rst:33 +#: ../../content/applications/finance/payment_providers/paypal.rst:121 +#: ../../content/applications/finance/payment_providers/razorpay.rst:86 +#: ../../content/applications/finance/payment_providers/sdd.rst:58 +#: ../../content/applications/finance/payment_providers/sips.rst:32 +#: ../../content/applications/finance/payment_providers/stripe.rst:11 +#: ../../content/applications/finance/payment_providers/wire_transfer.rst:58 +#: ../../content/applications/finance/payment_providers/xendit.rst:48 +msgid ":doc:`../payment_providers`" msgstr "" #: ../../content/applications/finance/payment_providers/alipay.rst:3 @@ -34968,6 +35242,21 @@ msgstr "" msgid "The provider Alipay is deprecated. It is recommended to use :doc:`asiapay` instead." msgstr "" +#: ../../content/applications/finance/payment_providers/alipay.rst:15 +#: ../../content/applications/finance/payment_providers/authorize.rst:12 +#: ../../content/applications/finance/payment_providers/demo.rst:12 +#: ../../content/applications/finance/payment_providers/ogone.rst:9 +#: ../../content/applications/finance/payment_providers/paypal.rst:86 +#: ../../content/applications/finance/payment_providers/sips.rst:12 +msgid ":ref:`payment_providers/add_new`" +msgstr "" + +#: ../../content/applications/finance/payment_providers/alipay.rst:18 +#: ../../content/applications/finance/payment_providers/authorize.rst:15 +#: ../../content/applications/finance/payment_providers/sips.rst:15 +msgid "Credentials tab" +msgstr "" + #: ../../content/applications/finance/payment_providers/alipay.rst:20 msgid "Odoo needs your **API Credentials** to connect with your Alipay account, which comprise:" msgstr "" @@ -35172,6 +35461,10 @@ msgstr "" msgid "Configuration tab" msgstr "" +#: ../../content/applications/finance/payment_providers/authorize.rst:41 +msgid "Place a hold on a card" +msgstr "" + #: ../../content/applications/finance/payment_providers/authorize.rst:43 msgid "With Authorize.Net, you can enable the :ref:`manual capture `. If enabled, the funds are reserved for 30 days on the customer's card, but not charged yet." msgstr "" @@ -35524,24 +35817,32 @@ msgstr "" msgid "`Mollie `_ is an online payments platform established in the Netherlands." msgstr "" -#: ../../content/applications/finance/payment_providers/mollie.rst:16 -msgid "Odoo needs your **API Credentials** to connect with your Mollie account, which comprise:" +#: ../../content/applications/finance/payment_providers/mollie.rst:10 +msgid "Mollie configuration" msgstr "" -#: ../../content/applications/finance/payment_providers/mollie.rst:18 -msgid "**API Key**: The test or live API Key depending on the configuration of the provider." +#: ../../content/applications/finance/payment_providers/mollie.rst:12 +msgid "`Create a Mollie account `_ if necessary and log in to the `Mollie Dashboard `_." msgstr "" -#: ../../content/applications/finance/payment_providers/mollie.rst:20 -msgid "You can copy your credentials from your Mollie account, and paste them in the related fields under the **Credentials** tab." +#: ../../content/applications/finance/payment_providers/mollie.rst:15 +msgid "Go to :menuselection:`Payments` in the top menu, then click :guilabel:`API keys`." msgstr "" -#: ../../content/applications/finance/payment_providers/mollie.rst:23 -msgid "To retrieve your API key, log into your Mollie account, go to :menuselection:`Developers --> API keys`, and copy your Test or Live **API Key**." +#: ../../content/applications/finance/payment_providers/mollie.rst:16 +msgid ":guilabel:`Copy` the :guilabel:`Live API Key` (or the :guilabel:`Test API Key` if you wish to test the integration without affecting live transactions) and save it for the :ref:`payment_providers/mollie/configure_odoo` step." msgstr "" -#: ../../content/applications/finance/payment_providers/mollie.rst:27 -msgid "If you are trying Mollie as a test, with the Test API key, change the **State** to *Test Mode*. We recommend doing this on a test Odoo database, rather than on your main database." +#: ../../content/applications/finance/payment_providers/mollie.rst:25 +msgid ":ref:`Navigate to the payment provider Mollie `" +msgstr "" + +#: ../../content/applications/finance/payment_providers/mollie.rst:26 +msgid "Fill in the :guilabel:`API Key` with the value :ref:`previously saved `." +msgstr "" + +#: ../../content/applications/finance/payment_providers/mollie.rst:29 +msgid "Set the :guilabel:`State` field to :guilabel:`Enabled` (or :guilabel:`Test Mode` if you want to :ref:`test the integration without affecting live transactions `)." msgstr "" #: ../../content/applications/finance/payment_providers/ogone.rst:3 @@ -35901,10 +36202,6 @@ msgstr "" msgid "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, :guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you saved during :ref:`payment_providers/razorpay/configure_dashboard`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:75 -msgid "Configure the remaining options as needed." -msgstr "" - #: ../../content/applications/finance/payment_providers/razorpay.rst:76 msgid "Set the :guilabel:`State` field to :guilabel:`Enabled` (or :guilabel:`Test Mode` if you are trying Razorpay as a :ref:`test `)." msgstr "" @@ -36069,155 +36366,110 @@ msgstr "" msgid "`List of payment methods supported by Stripe `_" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:13 +#: ../../content/applications/finance/payment_providers/stripe.rst:12 +msgid ":doc:`Use Stripe as a payment terminal in Point of Sale <../../sales/point_of_sale/payment_methods/terminals/stripe>`" +msgstr "" + +#: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Create your Stripe account with Odoo" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:15 -msgid "The method to acquire your credentials depends on your hosting type:" +#: ../../content/applications/finance/payment_providers/stripe.rst:20 +msgid "To create a new Stripe account and link it to your Odoo database, make sure the company's :guilabel:`Email` is configured in the :ref:`company's settings `, then follow the steps below according to your hosting type:" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:18 +#: ../../content/applications/finance/payment_providers/stripe.rst:25 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:20 -#: ../../content/applications/finance/payment_providers/stripe.rst:29 +#: ../../content/applications/finance/payment_providers/stripe.rst:27 +#: ../../content/applications/finance/payment_providers/stripe.rst:36 msgid ":ref:`Navigate to the payment provider Stripe ` and click :guilabel:`Connect Stripe`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:22 -#: ../../content/applications/finance/payment_providers/stripe.rst:31 +#: ../../content/applications/finance/payment_providers/stripe.rst:29 +#: ../../content/applications/finance/payment_providers/stripe.rst:38 msgid "Go through the setup process and confirm your email address when Stripe sends you a confirmation email." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:24 +#: ../../content/applications/finance/payment_providers/stripe.rst:31 msgid "At the end of the process, click :guilabel:`Agree and submit`. If all requested information has been submitted, you are then redirected to Odoo, and your payment provider is enabled." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:27 +#: ../../content/applications/finance/payment_providers/stripe.rst:34 msgid "Odoo.sh or On-premise" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:33 +#: ../../content/applications/finance/payment_providers/stripe.rst:40 msgid "At the end of the process, click :guilabel:`Agree and submit`; you are then redirected to the payment provider **Stripe** in Odoo." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:35 -msgid ":ref:`Fill in your credentials `." +#: ../../content/applications/finance/payment_providers/stripe.rst:42 +msgid ":ref:`Fill in your credentials `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:36 -msgid ":ref:`Generate a webhook `." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:40 -msgid "To use an existing Stripe account, :ref:`activate the Developer mode ` and :ref:`enable Stripe manually `. You can then :ref:`Fill in your credentials `, :ref:`generate a webhook `, and enable the payment provider." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:44 -msgid "You can also test Stripe using the :ref:`payment_providers/test-mode`. To do so, first, `log into your Stripe dashboard `_ and switch to the **Test mode**. Then, in Odoo, :ref:`activate the Developer mode `, :ref:`navigate to the payment provider Stripe `, :ref:`fill in your API credentials ` with the test keys, and set the :guilabel:`State` field to :guilabel:`Test Mode`." +#: ../../content/applications/finance/payment_providers/stripe.rst:46 +msgid "If you have created an account instead of :ref:`linking an existing one `, :ref:`enable the developer mode `, then click :guilabel:`Reset your Stripe Account` on the Stripe payment provider form, then :ref:`fill in your Stripe account's credentials `." msgstr "" #: ../../content/applications/finance/payment_providers/stripe.rst:54 -msgid "Fill in your credentials" +msgid "Manual credential input" msgstr "" #: ../../content/applications/finance/payment_providers/stripe.rst:56 -msgid "If your **API credentials** are required to connect with your Stripe account, proceed as follows:" -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:58 -msgid "Go to `the API keys page on Stripe `_, or log into your Stripe dashboard and go to :menuselection:`Developers --> API Keys`." +msgid "Manual credential input is needed, for example, when linking an existing Stripe account to your Odoo database, when using an account :ref:`created on Odoo.sh or On-premise `, or when :ref:`testing Stripe without affecting live transactions `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:60 -msgid "In the :guilabel:`Standard keys` section, copy the :guilabel:`Publishable key` and the :guilabel:`Secret key` and save them for later." +#: ../../content/applications/finance/payment_providers/stripe.rst:64 +msgid "Stripe configuration" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:62 -#: ../../content/applications/finance/payment_providers/stripe.rst:101 -msgid "In Odoo, :ref:`navigate to the payment provider Stripe `." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:63 -msgid "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Publishable Key` and :guilabel:`Secret Key` fields with the values you previously saved." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:69 -msgid "Generate a webhook" +#: ../../content/applications/finance/payment_providers/stripe.rst:66 +msgid "Go to `the API keys page on Stripe `_, or log into your Stripe dashboard and go to :menuselection:`Developers --> API Keys`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:71 -msgid "If your **Webhook Signing Secret** is required to connect with your Stripe account, you can create a webhook automatically or manually." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:75 -msgid "Create the webhook automatically" +#: ../../content/applications/finance/payment_providers/stripe.rst:68 +msgid "In the :guilabel:`Standard keys` section, copy the :guilabel:`Publishable key` and the :guilabel:`Secret key` and save them for the :ref:`payment_providers/stripe/odoo-configuration` step." msgstr "" #: ../../content/applications/finance/payment_providers/stripe.rst:77 -msgid "Make sure your :ref:`Publishable and Secret keys ` are filled in, then click :guilabel:`Generate your webhook`." +msgid ":ref:`Enable the developer mode `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:80 -msgid "Create the webhook manually" +#: ../../content/applications/finance/payment_providers/stripe.rst:78 +msgid ":ref:`Navigate to the Stripe payment provider `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:82 -msgid "Go to the `Webhooks page on Stripe `_, or log into your Stripe dashboard and go to :menuselection:`Developers --> Webhooks`." +#: ../../content/applications/finance/payment_providers/stripe.rst:79 +msgid "In the :guilabel:`Credentials` tab, fill in the :guilabel:`Publishable Key` and :guilabel:`Secret Key` fields with the values you :ref:`previously saved `." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:84 -msgid "In the :guilabel:`Hosted endpoints` section, click :guilabel:`Add endpoint`. Then, in the :guilabel:`Endpoint URL` field, enter your Odoo database's URL, followed by `/payment/stripe/webhook`, e.g., `https://yourcompany.odoo.com/payment/stripe/webhook`." +#: ../../content/applications/finance/payment_providers/stripe.rst:82 +msgid "Click :guilabel:`Generate your webhook`." msgstr "" #: ../../content/applications/finance/payment_providers/stripe.rst:87 -msgid "Click :guilabel:`Select events` at the bottom of the form, then select the following events:" -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:90 -msgid "in the :guilabel:`Charge` section: :guilabel:`charge.refunded` and :guilabel:`charge.refund.updated`;" +msgid "You can also test Stripe without affecting live transactions using the :ref:`test mode ` and the :ref:`API keys ` of your `Stripe account's Test Mode or a sandbox environment `_." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:92 -msgid "in the :guilabel:`Payment intent` section: :guilabel:`payment_intent.amount_capturable_updated`, :guilabel:`payment_intent.payment_failed`, :guilabel:`payment_intent.processing`, and :guilabel:`payment_intent.succeeded`;" +#: ../../content/applications/finance/payment_providers/stripe.rst:91 +msgid "To link the same Stripe account to :doc:`multiple companies ` in a database, :ref:`create an account ` and :ref:`fill in the credentials ` for one company, then reuse the same credentials and webhook for the others. To view the webhook, go to the `Webhooks page on Stripe `_, or log into your Stripe dashboard and go to :menuselection:`Developers --> Webhooks`. Click the destination in the list, then click the :icon:`fa-eye` (:guilabel:`Reveal secret`) icon next to the :guilabel:`Signing secret` field and copy the value." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:96 -msgid "in the :guilabel:`Setup intent` section: :guilabel:`setup_intent.succeeded`." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:98 -msgid "Click :guilabel:`Add events`." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:99 -msgid "Click :guilabel:`Add endpoint`, then click :guilabel:`Reveal` and save your :guilabel:`Signing secret` for later." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:103 -msgid "In the :guilabel:`Credentials` tab, fill the :guilabel:`Webhook Signing Secret` field with the value you previously saved." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:107 -msgid "You can select other events, but they are currently not processed by Odoo." -msgstr "" - -#: ../../content/applications/finance/payment_providers/stripe.rst:110 +#: ../../content/applications/finance/payment_providers/stripe.rst:102 msgid "Enable Apple Pay" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:112 -msgid "To allow customers to use the Apple Pay button to pay their eCommerce orders, go to the :guilabel:`Configuration` tab, enable :guilabel:`Allow Express Checkout`, and click :guilabel:`Enable Apple Pay`." +#: ../../content/applications/finance/payment_providers/stripe.rst:104 +msgid "To allow customers to use the Apple Pay button to pay for their eCommerce orders, :ref:`navigate to the Stripe payment provider `, then go to the :guilabel:`Configuration` tab, enable :guilabel:`Allow Express Checkout`, and click :guilabel:`Enable Apple Pay`." msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:117 +#: ../../content/applications/finance/payment_providers/stripe.rst:110 msgid ":ref:`Express checkout and Google Pay `" msgstr "" -#: ../../content/applications/finance/payment_providers/stripe.rst:119 -msgid ":doc:`Use Stripe as a payment terminal in Point of Sale <../../sales/point_of_sale/payment_methods/terminals/stripe>`" +#: ../../content/applications/finance/payment_providers/stripe.rst:113 +msgid "Stripe allows to :ref:`manually capture ` and :ref:`refund ` payments either from Odoo or directly from the Stripe dashboard." msgstr "" #: ../../content/applications/finance/payment_providers/wire_transfer.rst:3 diff --git a/locale/sources/general.pot b/locale/sources/general.pot index 04b248b9c7..7f46e01cc1 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-11-18 10:55+0000\n" +"POT-Creation-Date: 2025-12-09 13:40+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -5568,7 +5568,7 @@ msgid "Odoo is not certified in several countries, including France, Germany, an msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:14 -msgid "To connect a scale to the IoT system, use a USB cable. In some cases, you may need a serial-to-US adapter to complete the connection. If the scale is `compatible with an IoT system `_, no additional setup is required; the scale is automatically detected as soon as it is connected. If the scale is not detected, reboot the IoT box or :ref:`restart the Windows virtual IoT service ` and :ref:`update the scale's drivers `." +msgid "To connect a scale to the IoT system, use a USB cable. In some cases, you may need a serial-to-USB adapter to complete the connection. If the scale is `compatible with an IoT system `_, no additional setup is required; the scale is automatically detected as soon as it is connected. If the scale is not detected, reboot the IoT box or :ref:`restart the Windows virtual IoT service ` and :ref:`update the scale's drivers `." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:22 diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 352bfb9be3..de406e8095 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-11-18 10:55+0000\n" +"POT-Creation-Date: 2025-12-09 13:40+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -49,7 +49,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:25 -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:59 #: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 @@ -1771,7 +1771,7 @@ msgid "Add Custom Filters pop-up window with custom filters configured for expec msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 -#: ../../content/applications/sales/crm/performance/forecast_report.rst:85 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 #: ../../content/applications/sales/members/members_analysis.rst:39 msgid "View results" @@ -1948,34 +1948,34 @@ msgid "Prorated revenue" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:52 -msgid "At the top of the column for each month on the :guilabel:`Forecast` reporting page, to the right of the progress bar, is a sum of the prorated revenue for that time frame." +msgid "The prorated revenue is the :guilabel:`Expected Revenue` amount that is displayed at the top of the column for each month on the :guilabel:`Forecast` reporting page. This value is situated to the right of the progress bar. The calculation for :guilabel:`Expected Revenue` is the total of the prorated revenue specific to that particular time frame." msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:55 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 msgid "The prorated revenue is calculated using the formula below:" msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:57 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:59 msgid "\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated Revenue}" msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:61 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:63 msgid "As opportunities are moved from one column to another, the column's revenue is automatically updated to reflect the change." msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:65 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 msgid "A forecast report for June includes two opportunities:" msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:67 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:69 msgid "The first opportunity, `Global Solutions`, has an expected revenue of `$3,800`, and a probability of `90%`. This results in a prorated revenue of `$3,420`." msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:70 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:72 msgid "The second opportunity, `Quote for 600 Chairs`, has an expected revenue of `$22,500`, and a probability of `20%`. This results in a prorated revenue of `$4,500`." msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:73 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:75 msgid "The combined prorated revenue of the opportunities is `$7,920`, which is listed at the top of the column for the month." msgstr "" @@ -1983,11 +1983,11 @@ msgstr "" msgid "An example of the prorated revenue for one month of the forecast report." msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:81 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:83 msgid "For more information on how probability is assigned to opportunities, see :doc:`../track_leads/lead_scoring`" msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:87 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:89 msgid "Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to graph view. Then, click the corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." msgstr "" @@ -1995,11 +1995,11 @@ msgstr "" msgid "A pie chart view of the Forecast report." msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:96 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:98 msgid "Click the |pivot| to change to the pivot view, or the |list| to change to the list view." msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:99 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:101 #: ../../content/applications/sales/members/members_analysis.rst:49 msgid "The :ref:`pivot view ` can be used to view and analyze data in a more in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by opportunity stage." msgstr "" @@ -2008,7 +2008,7 @@ msgstr "" msgid "A sample of the forecast report in the pivot view." msgstr "" -#: ../../content/applications/sales/crm/performance/forecast_report.rst:108 +#: ../../content/applications/sales/crm/performance/forecast_report.rst:110 msgid "To save this report as a *favorite*, see :ref:`search/favorites`." msgstr "" @@ -3742,7 +3742,7 @@ msgid "Assign leads with predictive lead scoring" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5 -msgid "The Odoo *CRM* app can automatically assign leads/opportunities to sales teams and salespeople. A standard practice is to assign leads based on the probability of winning each lead. Companies can prioritize the leads that are more likely to result in successful deals by quickly assigning them to the appropriate salespeople." +msgid "The Odoo **CRM** app can automatically assign leads/opportunities to sales teams and salespeople. A standard practice is to assign leads based on the probability of winning each lead. Companies can prioritize the leads that are more likely to result in successful deals by quickly assigning them to the appropriate salespeople." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10 @@ -3754,7 +3754,7 @@ msgid "Predictive lead scoring" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16 -msgid "Predictive lead scoring is a machine-learning model that uses historical data from Odoo *CRM* to score open leads/opportunities." +msgid "Predictive lead scoring is a machine-learning model that uses historical data from Odoo **CRM** to score open leads/opportunities." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19 @@ -3813,83 +3813,83 @@ msgstr "" msgid "The probability of success displayed on the opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 msgid "When an opportunity moves to the next stage, its probability of success automatically increases according to the predictive lead scoring algorithm." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 -msgid "Predictive lead scoring is always active in Odoo *CRM*. However, the variables used to calculate the probability of success can be customized in the settings." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:61 +msgid "Predictive lead scoring is always active in Odoo **CRM**. However, the variables used to calculate the probability of success can be customized in the settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 msgid "To customize the variables used by predictive lead scoring, go to :menuselection:`CRM --> Configuration --> Settings`. Under :guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update Probabilities` button." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 -msgid "Then, click on the drop-down menu to choose which variables the predictive lead scoring feature will take into account." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 +msgid "Then, click on the drop-down menu to choose which variables the predictive lead scoring feature takes into account." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:-1 msgid "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:74 msgid "Any number of the following variables can be activated:" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid ":guilabel:`State`: the geographical state from which the opportunity originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:77 msgid ":guilabel:`Country`: the geographical country from which the opportunity originates" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid ":guilabel:`Phone Quality`: whether or not a phone number is listed for the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid ":guilabel:`Email Quality`: whether or not an email address is listed for the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social media)" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:85 msgid "The variables `Stage` and `Team` are always in effect. `Stage` refers to the CRM pipeline stage that an opportunity is in. `Team` refers to the sales team that is assigned to an opportunity. Predictive lead scoring *always* takes into account these two variables, regardless of which optional variables are selected." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 -msgid "Next, click on the date field next to the option :guilabel:`Consider leads created as of the:` to select the date from which predictive lead scoring will begin its calculations." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:90 +msgid "Next, click on the date field next to the option :guilabel:`Consider leads created as of the:` to select the date from which predictive lead scoring begins its calculations." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:93 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:96 msgid "Change the probability manually" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "An opportunity's probability of success can be changed manually on the opportunity form. Click on the probability number to edit it." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 -msgid "Manually changing the probability removes the automatic probability updates for that opportunity. The probability will no longer update automatically as the opportunity moves through each stage of the pipeline." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:102 +msgid "Manually changing the probability removes the automatic probability updates for that opportunity. The probability no longer automatically updates as the opportunity moves through each stage of the pipeline." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 msgid "To reactivate automatic probability, click on the gear icon next to the probability percentage." msgstr "" @@ -3897,67 +3897,67 @@ msgstr "" msgid "The gear icon used to reactivate automatic probability on an opportunity form." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:112 msgid "Assign leads based on probability" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 -msgid "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople based on specified rules. Create assignment rules based on the leads' probability of success to prioritize those that are more likely to result in deals." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:114 +msgid "Odoo **CRM** can assign leads/opportunities to sales teams and salespeople based on specified rules. Create assignment rules based on the leads' probability of success to prioritize those that are more likely to result in leads and opportunities." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:119 msgid "Configure rule-based assignment" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:121 msgid "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 -msgid "The rule-based assignment feature can be set to run :guilabel:`Manually`, meaning an Odoo user must manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically trigger the assignment according to the chosen time period." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 +msgid "The rule-based assignment feature can be set to run :guilabel:`Manually`, meaning an Odoo user must manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo automatically triggers the assignment according to the chosen time period." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 -msgid "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the :guilabel:`Running` section. Then, customize how often Odoo will trigger the automatic assignment in the :guilabel:`Repeat every` section." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 +msgid "To configure automatic lead assignment, select :guilabel:`Repeatedly` for the :guilabel:`Running` section. The frequency of this automatic assignment is customized within the :guilabel:`Repeat every` section. Enter a specific number and select a corresponding time period to establish the desired interval. Time periods range from :guilabel:`Minutes` to :guilabel:`Weeks`." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 -msgid "If rule-based assignment is set to run :guilabel:`Repeatedly`, the assignment can still be triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment` settings (or using the :guilabel:`Assign Leads` button on the sales team configuration page)." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:136 +msgid "If :guilabel:`rule-based assignment` is set to run :guilabel:`Repeatedly`, the assignment can still be triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment` settings, or using the :guilabel:`Assign Leads` button on the sales team configuration page. Once a lead has been assigned to a salesperson via this rule, the leads are automatically converted into an opportunity by the system." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 msgid "Configure assignment rules" msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 -msgid "Next, configure the *assignment rules* for each sales team and/or salesperson. These rules determine which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM --> Configuration --> Sales Teams`, and select a sales team." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:145 +msgid "Next, configure the *assignment rules* for each sales team or salesperson. These rules determine which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM --> Configuration --> Sales Teams`, and select a sales team." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 msgid "On the sales team configuration form, under :guilabel:`Assignment Rules`, click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to determine lead assignment for this sales team. The rules can include anything that may be relevant for this company or team, and any number of rules can be added." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 -msgid "Click :guilabel:`Add Filter` to start creating assignment rules. Click on the :guilabel:`+` sign on the right of the assignment rule to add another line. Click on the :guilabel:`x` symbol to remove the line." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:154 +msgid "Click :guilabel:`Add Filter` to start creating assignment rules. Click on the :icon:`fa-plus-circle` sign on the right of the assignment rule to add another line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:158 msgid "To create an assignment rule based on an opportunity's probability of success, click on the far left drop-down menu of an assignment rule line, and select :guilabel:`Probability`." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:161 msgid "From the middle drop-down menu, select the desired equation symbol—most likely the symbol for *greater than*, *less than*, *greater than or equal to*, or *less than or equal to*." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 msgid "In the far right space, enter the desired number value of the probability. Finally, click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:168 msgid "To configure an assignment rule such that a sales team receives leads that have a probability of success of 20% or greater, create a :guilabel:`Domain` line that reads: `Probability >= 20`." msgstr "" @@ -3965,16 +3965,16 @@ msgstr "" msgid "Sales team domain set to probability greater than or equal to twenty percent." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:174 msgid "Separate assignment rules can also be configured for individual team members. From the sales team configuration page, click on a team member in the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click :guilabel:`Save` to save changes." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:178 msgid "If automatic lead assignment is configured in the settings, both the sales team and individual team members have the option to :guilabel:`Skip auto assignment`. Check this box to omit a particular sales team or salesperson from being assigned leads automatically by Odoo's rule-based assignment feature. If :guilabel:`Skip auto assignment` is activated, the sales team or salesperson can still be assigned leads manually." msgstr "" -#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 -msgid "To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the top of the sales team configuration page. This will assign any leads that are currently unassigned and match this team's specified domain." +#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:184 +msgid "To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the top of the sales team configuration page. This assigns any leads that are currently unassigned and match this team's specified domain." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:3