[FIX] Product view opens as a list view
[IMP] improved planner content [IMP] Misc usability improvement: cost instead of sale price on product form improved views and terminologies journal entry is RO
This commit is contained in:
Fabien Pinckaers
@@ -27,13 +27,13 @@
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</record>
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<record id="product_product_fixed_cost" model="product.product">
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<field name="name">Fixed Cost</field>
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<field name="list_price">1.0</field>
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<field name="name">Expenses</field>
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<field name="list_price">0.0</field>
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<field name="standard_price">1.0</field>
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<field name="type">service</field>
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<field name="default_code">FC</field>
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<field name="default_code">EXP</field>
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<field name="categ_id" ref="hr_expense.cat_expense"/>
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<field name="can_be_expensed" eval="True" />
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<field name="can_be_expensed" eval="True"/>
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</record>
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<!-- Expense-related subtypes for messaging / Chatter -->
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@@ -5,68 +5,56 @@
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<template id="hr_expense_planner">
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<t t-call="web_planner.pages">
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<t t-call="web_planner.category">
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<t t-set="menu_categorytitle">Automation</t>
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<t t-set="menu_categorytitle">Setup</t>
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<t t-set="menu_categoryclasses" t-value="'fa-magic'"/>
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<t t-call="web_planner.page">
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<t t-set="page_title">Incoming Emails</t>
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<p class="text-muted">
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There are several ways for your company to create expenses with Odoo.
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One of them is using your company's generic email address as a trigger
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to create a new expense in the system. Try it! Send an email with the
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receipt in attachment to the email address below. This will create an
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expense in the system with your information automatically set on it.
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Be sure that your email address is correctly set on your employee or your
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employee's user. Try to set the price in your mail subject and see what
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happens.
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</p>
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<p>
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That's the easiest way to integrate Odoo with third party apps.
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</p>
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<h4>The point of contact <strong>for all your expenses when you're out of office</strong></h4>
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<div class="row">
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<div class="col-md-4">
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<div class="well well-sm text-center">
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<h6><span class="fa" data-icon=""/><t t-if="alias_name and alias_domain"> <t t-esc="alias_name"/>@<t t-esc="alias_domain"/></t></h6>
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</div>
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<div class="well well-sm text-center relative">
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<p>
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This email address has been preconfigured as the default
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for your sales department.<br/>
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<a t-att-href="prepare_backend_url('hr_expense.action_hr_expense_configuration')">(you can change it here)</a>
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</p>
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<span class="arrow-down"></span>
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</div>
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<t t-set="page_title">Get Mobile</t>
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<t t-if="not (alias_name and alias_domain)">
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<div class="alert alert-warning" role="alert">
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<strong>Your email gateway is not configured.</strong> Please configure your email
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gateway from the Settings app, menu <i>General Settings</i>.
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</div>
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<div class="col-md-4 text-center">
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<div class="well well-lg">
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<h4><span class="label label-default text-center odoo_purple">Incoming email</span></h4>
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<span class="fa fa-angle-down fa-2x"></span>
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<h4><span class="label label-default text-center odoo_purple">Expense</span></h4>
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<span class="fa fa-angle-down fa-2x"></span>
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<h4><span class="label label-default text-center odoo_purple">Report</span></h4>
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<span class="fa fa-angle-down fa-2x"></span>
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<h4><span class="label label-default text-center odoo_purple">Validation</span></h4>
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<span class="fa fa-angle-down fa-2x"></span>
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<h4><span class="label label-default text-center odoo_purple">Payment</span></h4>
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</div>
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<p>
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Once your email gateway is configured, come back to this screen
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to setup the next steps.
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</p>
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</t>
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<t t-if="alias_name and alias_domain">
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<p>
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To create expenses by email, take photos of your
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receipts and send them by email with the following
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information:
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</p>
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<dl class="dl-horizontal">
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<dt>From: Your Email</dt>
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<dd>Your Email Address</dd>
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<dt>To:</dt>
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<dd><t t-esc="alias_name"/>@<t t-esc="alias_domain"/></dd>
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<dt>Subject: </dt>
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<dd><strong class="text-info">[PRODUCT CODE]</strong> Free Description <strong class="text-primary">PRICE</strong></dd>
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</dl>
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<hr class="mb32"/>
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<p>
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The <strong class="text-info">PRODUCT CODE</strong> is optional and should be the
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internal code of one of your expense product. This
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will set the right product automatically on your
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expense Odoo.
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</p><p>
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You can set an optionnal <strong class="text-primary">PRICE</strong>
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at the end of the subject of your email.
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</p><p class="mb32">
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The photo of the receipt and the description of the email will
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be attached to the expense. That way, you get everything attached
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to fill the remaining fields later on.
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</p>
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<div class="alert alert-info" role="alert">
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<b>Note:</b> Set the same email address on your employee form than
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the one you use are your "From:". Otherwise, your
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expenses will not be accepted by email.
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</div>
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<div class="col-md-4">
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<div class="well well-lg">
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<p><strong>
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<h4><a href="mailto:info@odoo.com?subject=HrExpense%20Planner" target="_blank">Contact Us</a></h4>to setup your own domain
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name (e.g. sales@yourcompany.com)</strong></p>
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</div>
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</div>
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</div>
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<div class="alert alert-info" role="alert">
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<p>Don't forget:</p>
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<ul>
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<li>Set your email address on your employee. Otherwise, the expense will not be created.</li>
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<li>Put your receipt as an attachement. You'll need it one day or another as proof. Let's start directly.</li>
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<li>Communicate the email address to your colleagues.</li>
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<li>Tip: You can type the expense amount on the mail subject to set it automatically in Odoo. You can also put the product code into brackets if you often use it. By default the product 'Fixed Cost' will be used.</li>
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</ul>
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</div>
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</t>
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</t>
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</t>
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@@ -78,10 +66,10 @@
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<h1 class="text-center o_planner_trophy" data-icon="" />
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<div class="text-center">
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<h1>Congratulations, you're done!</h1>
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<h3>We hope this process helped your managing your expenses in a new way.</h3>
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<h3>We hope this feature helped you manage your expenses efficiently.</h3>
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<h4>Don't hesitate to <a href="mailto:info@odoo.com?subject=HrExpense%20Planner" target="_blank">send us an email</a> to describe<br/> your experience or to suggest improvements!</h4>
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<p>Have a wonderful day!<br/>- The Odoo Team</p>
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<p>Have a wonderful day,<br/>- The Odoo Team</p>
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<img src="/web_planner/static/src/img/odoo_logo.png"/>
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</div>
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</t>
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@@ -95,7 +83,7 @@
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<field name="menu_id" ref="hr_expense.menu_hr_expense_root"/>
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<field name="planner_application">planner_hr_expense</field>
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<field name="tooltip_planner"><![CDATA[
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Manage your expenses more efficiently! Create them immediatly by sending the receipts by email!
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Send receipts by email to create expenses efficiently.
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]]>
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</field>
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</record>
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@@ -283,7 +283,7 @@ class HrExpense(models.Model):
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if help_message:
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alias_record = self.env.ref('hr_expense.mail_alias_expense')
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if alias_record and alias_record.alias_domain and alias_record.alias_name:
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dynamic_help = '<p>%s</p>' % _("""Create a new expense, or send receipts by email to %(link)s to automatically create a new expense. Send an email right now and see it here.""") % {
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dynamic_help = '<p>%s</p>' % _("""Create a new expense, or send receipts by email to %(link)s to automatically create new expenses.""") % {
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'link': "<a href='mailto:%(email)s'>%(email)s</a>" % {'email': '%s@%s' % (alias_record.alias_name, alias_record.alias_domain)}
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}
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return '<p class="oe_view_nocontent_create">%s</p>%s%s' % (
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@@ -205,7 +205,7 @@
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</record>
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<record id="hr_expense_actions_my_all" model="ir.actions.act_window">
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<field name="name">All My Expenses</field>
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<field name="name">My Expenses</field>
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<field name="res_model">hr.expense</field>
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<field name="view_mode">tree,kanban,form,graph,pivot</field>
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<field name="search_view_id" ref="view_hr_expense_filter"/>
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@@ -225,7 +225,7 @@
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</record>
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<record id="hr_expense_actions_my_unsubmitted" model="ir.actions.act_window">
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<field name="name">All My Unsubmitted Expenses</field>
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<field name="name">My Expenses to Report</field>
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<field name="res_model">hr.expense</field>
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<field name="view_mode">tree,kanban,form,graph,pivot</field>
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<field name="search_view_id" ref="view_hr_expense_filter"/>
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@@ -298,7 +298,7 @@
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<field name="image_medium" widget="image" class="oe_avatar"/>
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<div class="oe_title">
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<label class="oe_edit_only" for="name" string="Product Name"/>
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<h1><field name="name" placeholder="Product Name"/></h1>
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<h1><field name="name" placeholder="e.g. Lunch"/></h1>
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<div name="options" groups="base.group_user" invisible="1">
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<div>
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<field name="can_be_expensed"/>
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@@ -309,9 +309,14 @@
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<group>
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<group string="General Information">
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<field name="type"/>
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<field name="lst_price"/>
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<field name="default_code"/>
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<field name="uom_id"/>
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<field name="standard_price"/>
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<field name="uom_id" on_change="onchange_uom(uom_id,uom_po_id)" groups="product.group_uom" options="{'no_create': True}"/>
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<field name="uom_po_id" invisible="1"/>
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<label for="default_code"/>
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<div>
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<field name="default_code"/>
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<i class="text-muted oe_edit_only">Use [Reference] as a subject prefix for incoming receipts</i>
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</div>
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</group>
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<group string="Accounting">
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<field name="property_account_expense_id"/>
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@@ -328,8 +333,7 @@
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<field name="res_model">product.product</field>
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<field name="view_type">form</field>
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<field name="view_mode">kanban,tree,form</field>
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<field name="view_id" ref="product_product_expense_form_view"/>
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<field name="context">{"default_can_be_expensed": 1}</field>
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<field name="context">{"default_can_be_expensed": 1, 'default_type': 'service'}</field>
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<field name="domain">[('can_be_expensed', '=', True)]</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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@@ -338,6 +342,27 @@
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</field>
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</record>
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<record id="hr_expense_product_tree" model="ir.actions.act_window.view">
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<field name="sequence" eval="2"/>
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<field name="view_mode">tree</field>
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<field name="act_window_id" ref="hr_expense_product"/>
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</record>
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<record id="hr_expense_product_kanban" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">kanban</field>
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<field name="act_window_id" ref="hr_expense_product"/>
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</record>
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<record id="hr_expense_product_form" model="ir.actions.act_window.view">
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<field name="sequence" eval="3"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="product_product_expense_form_view"/>
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<field name="act_window_id" ref="hr_expense_product"/>
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</record>
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<record id="action_approved_expense" model="ir.actions.act_window">
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<field name="name">Employee Expenses</field>
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<field name="res_model">hr.expense</field>
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@@ -439,7 +464,7 @@
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<field name="journal_id" domain="[('type', '=', 'purchase')]" groups="account.group_account_user" options="{'no_open': True, 'no_create': True}" attrs="{'invisible': [('payment_mode', '!=', 'own_account')]}"/>
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<field name="bank_journal_id" groups="account.group_account_user" options="{'no_open': True, 'no_create': True}" attrs="{'invisible': [('payment_mode', '!=', 'company_account')]}" domain="[('type', 'in', ['cash', 'bank'])]"/>
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<field name="accounting_date" groups="account.group_account_user" attrs="{'invisible': [('state', 'not in', ['approve', 'post', 'done'])]}"/>
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<field name="account_move_id" attrs="{'invisible': [('state', 'not in', ['post', 'done'])]}" groups="account.group_account_user"/>
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<field name="account_move_id" attrs="{'invisible': [('state', 'not in', ['post', 'done'])]}" groups="account.group_account_user" readonly="1"/>
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</group>
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</group>
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<field name="expense_line_ids" nolabel="1" widget="many2many" domain="[('state', '=', 'draft')]" options="{'no_delete': True}">
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@@ -753,8 +778,8 @@
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<menuitem id="menu_hr_expense_root" name="Expenses" sequence="100" web_icon="hr_expense,static/description/icon.png"/>
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<menuitem id="menu_hr_expense_my_expenses" name="My Expenses" sequence="10" parent="menu_hr_expense_root"/>
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<menuitem id="menu_hr_expense_my_unsubmitted" name="Unreported Expenses" sequence="1" parent="menu_hr_expense_my_expenses" action="hr_expense_actions_my_unsubmitted"/>
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<menuitem id="menu_hr_expense_my_expenses" name="My Expenses" sequence="1" parent="menu_hr_expense_root"/>
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<menuitem id="menu_hr_expense_my_unsubmitted" name="My Expenses to Report" sequence="10" parent="menu_hr_expense_my_expenses" action="hr_expense_actions_my_unsubmitted"/>
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<menuitem id="menu_hr_expense_my_all" name="All Expenses" sequence="2" parent="menu_hr_expense_my_expenses"
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action="hr_expense_actions_my_all"/>
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@@ -763,13 +788,13 @@
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<menuitem id="menu_hr_expense_sheet_my_all" name="All Reports" sequence="2" parent="menu_hr_expense_sheet_my_reports" action="action_hr_expense_sheet_my_all"/>
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<menuitem id="menu_hr_expense_sheet_all" name="All Reports" sequence="20" parent="menu_hr_expense_root"/>
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<menuitem id="menu_hr_expense_sheet_all_to_approve" name="To Approve" sequence="1" parent="menu_hr_expense_sheet_all"
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<menuitem id="menu_hr_expense_sheet_all_to_approve" name="Reports To Approve" sequence="1" parent="menu_hr_expense_sheet_all"
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action="action_hr_expense_sheet_all_to_approve" groups="base.group_hr_user"/>
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<menuitem id="menu_hr_expense_sheet_all_to_post" name="To Post" sequence="2" parent="menu_hr_expense_sheet_all"
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<menuitem id="menu_hr_expense_sheet_all_to_post" name="Reports To Post" sequence="2" parent="menu_hr_expense_sheet_all"
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action="action_hr_expense_sheet_all_to_post" groups="base.group_hr_manager"/>
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<menuitem id="menu_hr_expense_sheet_all_to_pay" name="To Pay" sequence="3" parent="menu_hr_expense_sheet_all"
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<menuitem id="menu_hr_expense_sheet_all_to_pay" name="Reports To Pay" sequence="3" parent="menu_hr_expense_sheet_all"
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action="action_hr_expense_sheet_all_to_pay" groups="base.group_hr_manager"/>
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<menuitem id="menu_hr_expense_sheet_all_all" name="All" sequence="4" parent="menu_hr_expense_sheet_all"
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<menuitem id="menu_hr_expense_sheet_all_all" name="All Reports" sequence="4" parent="menu_hr_expense_sheet_all"
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action="action_hr_expense_sheet_all_all" groups="base.group_hr_manager"/>
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<menuitem id="menu_hr_expense_configuration" name="Configuration" parent="menu_hr_expense_root"
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