[IMP] purchase, purchase_stock: add an onboarding tour
Improve onboarding and guide first clicks of users in the purchase application to create a purchase order. In case Stock module is installed, it will also guide the users through the receipt first clicks process. Task ID 2219988 closes odoo/odoo#49031 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Nasreddin (bon)
committed by
Thibault Delavallée
Thibault Delavallée
parent
3768912947
commit
afe40caf68
@@ -0,0 +1,136 @@
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odoo.define('purchase.purchase_steps', function (require) {
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"use strict";
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var core = require('web.core');
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var PurchaseAdditionalTourSteps = core.Class.extend({
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_get_purchase_stock_steps: function () {
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return [
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{
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auto: true, // Useless final step to trigger congratulation message
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trigger: ".o_purchase_order",
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},
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];
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},
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});
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return PurchaseAdditionalTourSteps;
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});
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odoo.define('purchase.tour', function(require) {
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"use strict";
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var core = require('web.core');
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var tour = require('web_tour.tour');
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var _t = core._t;
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var PurchaseAdditionalTourSteps = require('purchase.purchase_steps');
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tour.register('purchase_tour' , {
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url: "/web"
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}, [tour.stepUtils.showAppsMenuItem(), {
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trigger: '.o_app[data-menu-xmlid="purchase.menu_purchase_root"]',
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content: _t("Let's try the Purchase app to manage the flow from purchase to reception and invoice control."),
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position: 'right',
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edition: 'community'
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}, {
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trigger: '.o_app[data-menu-xmlid="purchase.menu_purchase_root"]',
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content: _t("Let's try the Purchase app to manage the flow from purchase to reception and invoice control."),
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position: 'bottom',
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edition: 'enterprise'
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}, {
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trigger: ".o_list_button_add",
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extra_trigger: ".o_purchase_order",
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content: _t("Let's create your first request for quotation. <br/><i>Note that colored buttons usually point to the next logical actions.</i>"),
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position: "bottom",
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}, {
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trigger: ".o_form_editable .o_field_many2one[name='partner_id']",
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extra_trigger: ".o_purchase_order",
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content: _t("Search a vendor name, or create one on the fly."),
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position: "bottom",
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run: function (actions) {
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actions.text("Agrolait", this.$anchor.find("input"));
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},
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}, {
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trigger: ".ui-menu-item > a",
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auto: true,
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in_modal: false,
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}, {
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trigger: ".o_field_x2many_list_row_add > a",
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extra_trigger: ".o_field_many2one[name='partner_id'] .o_external_button",
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content: _t("Click here to add some products or services to your quotation."),
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position: "bottom",
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}, {
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trigger: ".o_field_widget[name=product_id], .o_field_widget[name=product_template_id]",
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extra_trigger: ".o_purchase_order",
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content: _t("Select a product, or create a new one on the fly."),
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position: "right",
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run: function (actions) {
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var $input = this.$anchor.find('input');
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actions.text("DESK0001", $input.length === 0 ? this.$anchor : $input);
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// fake keydown to trigger search
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var keyDownEvent = jQuery.Event("keydown");
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keyDownEvent.which = 42;
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this.$anchor.trigger(keyDownEvent);
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var $descriptionElement = $('.o_form_editable textarea[name="name"]');
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// when description changes, we know the product has been created
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$descriptionElement.change(function () {
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$descriptionElement.addClass('product_creation_success');
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});
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},
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}, {
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trigger: '.ui-menu.ui-widget .ui-menu-item a:contains("DESK0001")',
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auto: true,
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}, {
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trigger: '.o_form_editable textarea[name="name"].product_creation_success',
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auto: true,
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run: function () {} // wait for product creation
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}, {
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trigger: ".o_form_editable input[name='product_qty'] ",
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extra_trigger: ".o_purchase_order",
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content: _t("Indicate the product quantity you want to order."),
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position: "right",
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run: 'text 12.0'
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},
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...tour.stepUtils.statusbarButtonsSteps('Send by Email', _t("Send the request for quotation to your vendor."), ".o_statusbar_buttons button[name='action_rfq_send']"),
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{
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trigger: ".modal-content",
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auto: true,
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run: function(actions){
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// Check in case user must add email to vendor
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var $input = $(".modal-content input[name='email']");
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if ($input.length) {
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actions.text("agrolait@example.com", $input);
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actions.click($(".modal-footer button"));
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}
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}
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}, {
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trigger: ".modal-footer button[name='action_send_mail']",
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extra_trigger: ".modal-footer button[name='action_send_mail']",
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content: _t("Send the request for quotation to your vendor."),
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position: "bottom",
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run: 'click',
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}, {
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trigger: ".ui-sortable-handle",
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extra_trigger: ".o_purchase_order",
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content: _t("Click here to edit or move the quotation line."),
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position: "bottom",
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run: 'click',
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}, {
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trigger: ".o_form_editable input[name='price_unit']",
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extra_trigger: ".o_form_editable input[name='price_unit']",
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content: _t("Once you get the price from the vendor, you can complete the purchase order with the right price."),
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position: "right",
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run: 'text 200.00'
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}, {
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auto: true,
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trigger: ".o_purchase_order",
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run: 'click',
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}, ...tour.stepUtils.statusbarButtonsSteps('Confirm Order', _t("Confirm your purchase.")),
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...new PurchaseAdditionalTourSteps()._get_purchase_stock_steps(),
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]);
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});
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@@ -5,5 +5,8 @@
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<link rel="stylesheet" type="text/scss" href="/purchase/static/src/scss/purchase.scss"/>
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<script type="text/javascript" src="/purchase/static/src/js/purchase_dashboard.js"></script>
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</xpath>
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<xpath expr="script[last()]" position="after">
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<script type="text/javascript" src="/purchase/static/src/js/tours/purchase.js"></script>
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</xpath>
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</template>
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</odoo>
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@@ -13,6 +13,7 @@
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'security/ir.model.access.csv',
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'data/purchase_stock_data.xml',
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'data/mail_data.xml',
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'views/assets.xml',
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'views/purchase_views.xml',
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'views/stock_views.xml',
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'views/stock_rule_views.xml',
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@@ -0,0 +1,49 @@
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odoo.define('purchase_stock.purchase_steps', function (require) {
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"use strict";
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var core = require('web.core');
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var _t = core._t;
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var PurchaseAdditionalTourSteps = require('purchase.purchase_steps');
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PurchaseAdditionalTourSteps.include({
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init: function() {
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this._super.apply(this, arguments);
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},
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_get_purchase_stock_steps: function () {
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this._super.apply(this, arguments);
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return [{
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trigger: ".oe_button_box button[name='action_view_picking']",
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extra_trigger: ".oe_button_box button[name='action_view_picking']",
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content: _t("Receive the ordered products."),
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position: "bottom",
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run: 'click',
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}, {
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trigger: ".o_statusbar_buttons button[name='button_validate']",
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content: _t("Validate the receipt of all ordered products."),
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position: "bottom",
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run: 'click',
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}, {
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trigger: ".modal-footer .btn-primary",
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extra_trigger: ".modal-dialog",
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content: _t("Process all the receipt quantities."),
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position: "bottom",
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}, {
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trigger: ".o_back_button a, .breadcrumb-item:not('.active'):last",
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content: _t('Go back to the purchase order to generate the vendor bill.'),
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position: 'bottom',
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}, {
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trigger: ".o_statusbar_buttons button[name='action_create_invoice']",
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content: _t("Generate the draft vendor bill."),
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position: "bottom",
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run: 'click',
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}
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];
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}
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});
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return PurchaseAdditionalTourSteps;
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});
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@@ -0,0 +1,8 @@
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<?xml version="1.0"?>
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<odoo>
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<template id="assets_backend" name="purchase stock assets" inherit_id="web.assets_backend">
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<xpath expr="script[last()]" position="after">
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<script type="text/javascript" src="/purchase_stock/static/src/js/tours/purchase_stock.js"></script>
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</xpath>
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</template>
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</odoo>
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