[ADD] crm: onboarding tour

Also add a simplified form view to create opportunities

addons/crm/__openerp__.py

@@ -39,6 +39,7 @@ Dashboard for CRM will include:
         'fetchmail',
         'utm',
         'web_planner',
+        'web_tour',
     ],
     'data': [
         'data/crm_action_data.xml',
@@ -75,7 +76,8 @@ Dashboard for CRM will include:
         'views/crm.xml',
         'web_planner_data.xml',
         'sales_team_dashboard.xml',
-        'crm_mail_template_data.xml'
+        'crm_mail_template_data.xml',
+        'tour_view.xml'
     ],
     'demo': [
         'crm_demo.xml',

addons/crm/crm_lead.py

@@ -158,8 +158,13 @@ class crm_lead(FormatAddress, osv.osv):
             for opp_id in ids
         }
 
+    def _get_company_currency(self, cr, uid, context=None):
+        if context is None:
+            context = {}
+        return self.pool['res.users'].browse(cr, uid, uid, context=context).company_id.currency_id.id
+
     _columns = {
-        'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null', track_visibility='onchange',
+        'partner_id': fields.many2one('res.partner', 'Customer', ondelete='set null', track_visibility='onchange',
             select=True, help="Linked partner (optional). Usually created when converting the lead."),
 
         'id': fields.integer('ID', readonly=True),
@@ -241,6 +246,7 @@ class crm_lead(FormatAddress, osv.osv):
     _defaults = {
         'active': 1,
         'type': lambda s, cr, uid, c: 'lead' if s.pool['res.users'].has_group(cr, uid, 'crm.group_use_lead') else 'opportunity',
+        'company_currency': _get_company_currency,
         'user_id': lambda s, cr, uid, c: uid,
         'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c),
         'team_id': lambda s, cr, uid, c: s.pool['crm.team']._get_default_team_id(cr, SUPERUSER_ID, context=c, user_id=uid),
@@ -1161,6 +1167,8 @@ Update your business card, phone book, social media,... Send an email right now
         else:
             raise UserError(_('This target does not exist.'))
 
+    def close_dialog(self, cr, uid, ids, context=None):
+        return {'type': 'ir.actions.act_window_close'}
 
 class crm_lead_tag(osv.Model):
     _name = "crm.lead.tag"

addons/crm/crm_lead_view.xml

@@ -226,12 +226,49 @@
             </field>
         </record>
 
-    <!-- CRM Lead Kanban View  -->
+        <!-- CRM Lead simplified Form View -->
+        <record id="view_create_opportunity_simplified" model="ir.ui.view">
+            <field name="name">crm.lead.form.simple</field>
+            <field name="model">crm.lead</field>
+            <field name="priority">1000</field>
+            <field name="arch" type="xml">
+                <form string="Create an Opportunity">
+                    <sheet>
+                        <group>
+                            <group>
+                                <field name="name" string="Opportunity Title" placeholder="e.g. Customer Deal"/>
+                                <field name="partner_id"/>
+                                <label for="planned_revenue"/>
+                                <div class="o_row">
+                                    <field name="planned_revenue"/>
+                                    <field name="company_currency" options="{'no_create': True, 'no_open': True}"/>
+                                </div>
+                                <field name="priority" widget="priority"/>
+                            </group>
+                        </group>
+                        <footer>
+                            <button string="Create" name="close_dialog" type="object" class="btn-primary"/>
+                            <button string="Discard" class="btn-default" special="cancel"/>
+                        </footer>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+        <record id="create_opportunity_simplified" model="ir.actions.act_window">
+            <field name="name">Create an Opportunity</field>
+            <field name="res_model">crm.lead</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">form</field>
+            <field name="view_id" ref="view_create_opportunity_simplified"/>
+            <field name="target">new</field>
+        </record>
+
+        <!-- CRM Lead Kanban View  -->
         <record model="ir.ui.view" id="crm_case_kanban_view_leads">
             <field name="name">CRM - Leads Kanban</field>
             <field name="model">crm.lead</field>
             <field name="arch" type="xml">
-                <kanban default_group_by="stage_id" class="o_kanban_small_column">
+                <kanban default_group_by="stage_id" class="o_kanban_small_column o_opportunity_kanban" on_create="crm.create_opportunity_simplified">
                     <field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description", "legend_priority": "Use of stars"}}'/>
                     <field name="color"/>
                     <field name="priority"/>
@@ -288,7 +325,6 @@
                                             </a>
                                             <a name="%(crm.crm_activity_schedule_action)d" type="action" t-if="record.kanban_state.raw_value=='red'">
                                               <span
-                                                title="No 'next activity' scheduled, click to set one."
                                                 class="oe_kanban_status oe_kanban_status_red"/>
                                             </a>
                                             <img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar pull-right"/>
@@ -352,7 +388,7 @@
             <field name="model">crm.lead</field>
             <field name="priority">20</field>
             <field name="arch" type="xml">
-                <form string="Opportunities">
+                <form string="Opportunities" class="o_opportunity_form">
                     <header>
                         <button name="action_set_won" string="Mark Won"
                                 type="object" class="oe_highlight o_wow"

addons/crm/static/src/js/tour.js

@@ -0,0 +1,55 @@
+odoo.define('crm.tour', function(require) {
+"use strict";
+
+var core = require('web.core');
+var tour = require('web_tour.tour');
+
+var _t = core._t;
+
+tour.register('crm_tour', {
+    'skip_enabled': true,
+}, [{
+    trigger: '.o_app[data-menu-xmlid="sales_team.menu_base_partner"], .oe_menu_toggler[data-menu-xmlid="sales_team.menu_base_partner"]',
+    content: _t("Ready to boost you sales? It starts with the <b>CRM app</b>."),
+    position: 'bottom',
+}, {
+    trigger: ".o_welcome_content .o_dashboard_action",
+    extra_trigger: '.o_sales_dashboard',
+    content: _t("Let\'s have a look at your opportunities pipeline."),
+    position: "bottom"
+}, {
+    trigger: ".o-kanban-button-new",
+    extra_trigger: '.o_opportunity_kanban',
+    content: _t("Create your first business opportunity."),
+    position: "right"
+}, {
+    trigger: ".o_opportunity_kanban .o_kanban_record:nth-child(2)",
+    content: _t("<b>Drag &amp; drop opportunities</b> between columns as you progress in your sales cycle."),
+    position: "right"
+}, {
+    trigger: ".o_kanban_record .oe_kanban_status_red",
+    extra_trigger: ".o_opportunity_kanban",
+    content: _t("This opportunity has <b>no next activity scheduled</b>. <i>Click to set one.</i>"),
+    position: "bottom"
+}, {
+    trigger: ".o_recommended_activity .o_radio_item:first()",
+    extra_trigger: ".o_opportunity_kanban",
+    content: _t("<p>You will be able to customize your followup activities. Examples:</p><ol><li>introductory email</li><li>call 10 days after</li><li>second call 3 days after, ...</li></ol><p class='mb0'><i>Select a standard activity for now on.</i></p>"),
+    position: "left"
+}, {
+    trigger: ".o_kanban_record",
+    extra_trigger: ".o_opportunity_kanban",
+    content: _t("Click on an opportunity to zoom to it."),
+    position: "bottom"
+}, {
+    trigger: ".o_opportunity_form .o_chatter_button_new_message",
+    content: _t('<p><b>Send messages</b> to your prospect and get replies automatically attached to this opportunity.</p><p class="mb0">Type <i>\'@\'</i> to mention people - it\'s like cc-ing on emails.</p>'),
+    position: "top"
+}, {
+    trigger: ".breadcrumb li:not(.active):last",
+    extra_trigger: '.o_opportunity_form',
+    content: _t("Use the breadcrumbs to <b>go back to your sales pipeline</b>."),
+    position: "bottom"
+}]);
+
+});

addons/crm/tour_view.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Make the xmlid of menus required by the CRM tour available in webclient -->
+    <record id="sales_team.menu_base_partner" model="ir.ui.menu">
+        <field name="load_xmlid" eval="True"/>
+    </record>
+</odoo>

addons/crm/views/crm.xml

@@ -9,6 +9,7 @@
 
                 <!-- Salesteam dashboard asset -->
                 <script type="text/javascript" src="/crm/static/src/js/sales_team_dashboard.js"></script>
+                <script type="text/javascript" src="/crm/static/src/js/tour.js"></script>
             </xpath>
         </template>
     </data>

addons/crm/wizard/crm_activity_log_views.xml

@@ -50,7 +50,7 @@
                     <group>
                         <div>
                             <p><strong>Recommended activities:</strong></p>
-                            <field name="recommended_activity_id" widget="radio"
+                            <field name="recommended_activity_id" widget="radio" class="o_recommended_activity"
                                 domain="[('preceding_activity_ids', '=', last_activity_id)]"/>
                         </div>
                     </group>