[IMP] *: onboarding, milk adaptations
*: onboarding, account, account_payment, sale. Currently used in the appointment module (See c1cf8bfb). Related Task-3297572 task-2818586 Part-of: odoo/odoo#116641
@@ -5,6 +5,8 @@
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<t t-call="base.onboarding_step">
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<t t-set="title">Invoice Layout</t>
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<t t-set="description">Customize the look of your invoices.</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_quotation-layout.png'"/>
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<t t-set="alt" t-value="'Invoice Layout'"/>
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<t t-set="done_icon" t-value="'fa-star'" />
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<t t-set="btn_text">Customize</t>
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<t t-set="done_text">Looks great!</t>
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@@ -19,6 +21,8 @@
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<t t-set="description">
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Create your first invoice.
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</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_order-confirmation.png'"/>
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<t t-set="alt" t-value="'Onboarding Create Invoice'"/>
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<t t-set="btn_text">Create</t>
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<t t-set="done_text">First invoice sent!</t>
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<t t-set="method" t-value="'action_open_account_onboarding_create_invoice'" />
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@@ -32,6 +36,8 @@
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<t t-set="description">
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Connect your financial accounts in seconds.
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</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_puzzle.png'"/>
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<t t-set="alt" t-value="'Onboarding Bank Account'"/>
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<t t-set="btn_text">Add a bank account</t>
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<t t-set="done_text">Step Completed!</t>
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<t t-set="method" t-value="'setting_init_bank_account_action'" />
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@@ -43,6 +49,8 @@
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<t t-call="base.onboarding_step">
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<t t-set="title">Accounting Periods</t>
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<t t-set="description">Define your fiscal years & tax returns periodicity.</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_accounting-periods.png'"/>
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<t t-set="alt" t-value="'Onboarding Accounting Periods'"/>
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<t t-set="btn_text">Configure</t>
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<t t-set="done_text">Step Completed!</t>
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<t t-set="method" t-value="'setting_init_fiscal_year_action'" />
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@@ -54,6 +62,8 @@
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<t t-call="base.onboarding_step">
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<t t-set="title">Chart of Accounts</t>
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<t t-set="description">Setup your chart of accounts and record initial balances.</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_chart-of-accounts.png'"/>
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<t t-set="alt" t-value="'Onboarding Chart of Accounts'"/>
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<t t-set="btn_text">Review</t>
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<t t-set="done_text">Chart of accounts set.</t>
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<t t-set="method" t-value="'setting_chart_of_accounts_action'" />
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@@ -65,6 +75,8 @@
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<t t-call="base.onboarding_step">
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<t t-set="title">Taxes</t>
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<t t-set="description">Set default Taxes for sales and purchase transactions.</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_taxes.png'"/>
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<t t-set="alt" t-value="'Onboarding Taxes'"/>
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<t t-set="btn_text">Review</t>
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<t t-set="done_text">Taxes set.</t>
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<t t-set="method" t-value="'action_open_taxes_onboarding'" />
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@@ -75,8 +87,6 @@
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<!-- ONBOARDING PANELS -->
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<template id="account_invoice_onboarding_panel" name="account.invoice.onboarding.panel">
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<t t-call="base.onboarding_container">
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<t t-set="classes" t-value="'o_onboarding_blue'"/>
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<t t-set="bg_image" t-value="'/account/static/src/img/account_invoice_onboarding_bg.jpg'"/>
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<t t-set="close_method" t-value="'action_close_account_invoice_onboarding'"/>
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<t t-set="close_model" t-value="'res.company'"/>
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<t t-set="text_completed">Congratulations! You are all set.</t>
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@@ -89,8 +99,6 @@
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</template>
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<template id="account_dashboard_onboarding_panel" name="account.dashboard.onboarding.panel">
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<t t-call="base.onboarding_container">
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<t t-set="classes" t-value="'o_onboarding_orange'"/>
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<t t-set="bg_image" t-value="'/account/static/src/img/account_dashboard_onboarding_bg.jpg'"/>
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<t t-set="close_method" t-value="'action_close_account_dashboard_onboarding'"/>
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<t t-set="close_model" t-value="'res.company'"/>
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@@ -114,6 +122,8 @@
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<t t-set="title">Taxes</t>
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<t t-set="description">Choose a default sales tax for your products.</t>
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<t t-set="btn_text">Set taxes</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_taxes.png'"/>
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<t t-set="alt" t-value="'Onboarding Taxes'"/>
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<t t-set="done_text">Step Completed!</t>
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<t t-set="method" t-value="'action_open_account_onboarding_sale_tax'" />
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<t t-set="model" t-value="'res.company'" />
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@@ -11,6 +11,8 @@
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<t t-call="base.onboarding_step">
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<t t-set="title">Online Payments</t>
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<t t-set="description">Enable credit & debit card payments supported by Stripe</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_bank-account.png'"/>
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<t t-set="alt" t-value="'Online Payments'"/>
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<t t-set="btn_text">Activate Stripe</t>
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<t t-set="done_text">Online payments enabled</t>
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<t t-set="model" t-value="'res.company'"/>
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@@ -3,7 +3,7 @@
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{
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'name': 'Onboarding Toolbox',
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'version': '1.0',
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'version': '1.1',
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'category': 'Hidden',
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'sequence': 9001,
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'description': """
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@@ -9,6 +9,8 @@
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<t t-set="done_icon" t-value="step.done_icon"/>
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<t t-set="btn_text" t-value="step.button_text"/>
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<t t-set="done_text" t-value="step.done_text"/>
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<t t-set="image" t-value="'/web/image/onboarding.onboarding.step/'+str(step.id)+'/step_image'"/>
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<t t-set="alt" t-value="step.step_image_alt"/>
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<!-- Model/method used by JS implementation of banners for each step-->
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<t t-set="method" t-value="step.panel_step_open_action_name"/>
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<t t-set="model">onboarding.onboarding.step</t>
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@@ -17,11 +17,6 @@ class Onboarding(models.Model):
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is_per_company = fields.Boolean('Should be done per company?', default=True)
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panel_background_color = fields.Selection(
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[('orange', 'Orange'), ('blue', 'Blue'), ('violet', 'Violet'), ('none', 'None')],
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string="Panel's Background color", default='orange',
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help="Color gradient added to the panel's background.")
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panel_background_image = fields.Binary("Panel's background image")
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panel_close_action_name = fields.Char(
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'Closing action', help='Name of the onboarding model action to execute when closing the panel.')
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@@ -95,9 +90,6 @@ class Onboarding(models.Model):
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def _prepare_rendering_values(self):
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self.ensure_one()
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values = {
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'bg_image': f'/web/image/onboarding.onboarding/{self.id}/panel_background_image',
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'classes': f'o_onboarding_{self.panel_background_color}'
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if self.panel_background_color not in {False, 'none'} else '',
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'close_method': self.panel_close_action_name,
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'close_model': 'onboarding.onboarding',
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'steps': self.step_ids,
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@@ -22,6 +22,9 @@ class OnboardingStep(models.Model):
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done_icon = fields.Char('Font Awesome Icon when completed', default='fa-star')
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done_text = fields.Char(
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'Text to show when step is completed', default=_('Step Completed! - Click to review'), translate=True)
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step_image = fields.Binary("Step Image")
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step_image_alt = fields.Char(
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'Alt Text for the Step Image', translate=True, help='Show when impossible to load the image')
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panel_step_open_action_name = fields.Char(
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string='Opening action', required=True,
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help='Name of the onboarding step model action to execute when opening the step, '
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@@ -38,11 +38,6 @@
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<page name="Onboarding steps">
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<field name="step_ids"/>
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</page>
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<page name="Panel Rendering">
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<group>
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<field name="panel_background_color" string="Background color"/>
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</group>
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</page>
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</notebook>
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</sheet>
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</form>
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@@ -5,6 +5,8 @@
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<t t-call="base.onboarding_step">
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<t t-set="title">Quotation Layout</t>
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<t t-set="description">Customize the look of your quotations.</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_quotation-layout.png'"/>
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<t t-set="alt" t-value="'Onboarding Quotation Layout'"/>
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<t t-set="done_icon" t-value="'fa-star'" />
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<t t-set="done_text">Looks great!</t>
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<t t-set="btn_text">Customize</t>
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@@ -17,6 +19,8 @@
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<t t-call="base.onboarding_step">
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<t t-set="title">Order Confirmation</t>
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<t t-set="description">Choose between electronic signatures or online payments.</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_order-confirmation.png'"/>
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<t t-set="alt" t-value="'Onboarding Quotation Layout'"/>
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<t t-set="btn_text">Set payments</t>
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<t t-set="method" t-value="'action_open_sale_onboarding_payment_provider'" />
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<t t-set="model" t-value="'res.company'" />
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@@ -27,6 +31,8 @@
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<t t-call="base.onboarding_step">
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<t t-set="title">Sample Quotation</t>
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<t t-set="description">Send a quotation to test the customer portal.</t>
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<t t-set="image" t-value="'/base/static/img/onboarding_sample-quotation.png'"/>
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<t t-set="alt" t-value="'Onboarding Quotation Layout'"/>
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<t t-set="btn_text">Send sample</t>
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<t t-set="method" t-value="'action_open_sale_onboarding_sample_quotation'" />
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<t t-set="model" t-value="'res.company'" />
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@@ -37,8 +43,6 @@
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<!-- ONBOARDING PANEL-->
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<template id="sale_quotation_onboarding_panel" name="sale.quotation.onboarding.panel">
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<t t-call="base.onboarding_container">
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<t t-set="classes" t-value="'o_onboarding_violet'" />
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<t t-set="bg_image" t-value="'/sale/static/src/img/sale_quotation_onboarding_bg.jpg'"/>
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<t t-set="close_method" t-value="'action_close_sale_quotation_onboarding'" />
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<t t-set="close_model" t-value="'res.company'" />
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<t t-call="base.onboarding_company_step" name="company_step" />
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|
After Width: | Height: | Size: 1.7 KiB |
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After Width: | Height: | Size: 7.1 KiB |
|
After Width: | Height: | Size: 1.5 KiB |
|
After Width: | Height: | Size: 2.3 KiB |
|
After Width: | Height: | Size: 1.7 KiB |
|
After Width: | Height: | Size: 4.2 KiB |
|
After Width: | Height: | Size: 5.8 KiB |
|
After Width: | Height: | Size: 2.0 KiB |
|
After Width: | Height: | Size: 1.6 KiB |
|
After Width: | Height: | Size: 1.9 KiB |
|
After Width: | Height: | Size: 998 B |
|
After Width: | Height: | Size: 2.4 KiB |
@@ -2,32 +2,12 @@
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// ============================================================================
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$o-onboarding-step-width: map-get($container-max-widths, 'lg') / 4 !default;
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.o_onboarding_main {
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background: white center top;
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background-size: cover;
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.o_onboarding_btn_close {
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color: #fff;
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}
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// = Color Variations
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// ------------------------------------------------------------------------
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@each $key, $values in $o-onboarding-colors {
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&.o_onboarding_#{$key} {
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$-bg: map-get($values, 'bg');
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$-ui: map-get($values, 'ui');
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@include print-variable('o-onboarding-done-color', nth($-ui, 1));
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@include print-variable('o-onboarding-todo-color', nth($-ui, 2));
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@include print-variable('o-onboarding-bg_1-color', fade-out(nth($-bg, 1), 0.5));
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@include print-variable('o-onboarding-bg_2-color', nth($-bg, 2));
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}
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}
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background-color: $o-onboarding-main-bg;
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.o_onboarding_wrap {
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overflow-x: auto;
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background-color: var(--o-onboarding-bg_1-color);
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background-image: linear-gradient(to bottom, var(--o-onboarding-bg_1-color), var(--o-onboarding-bg_2-color));
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}
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.o_onboarding_completed_message {
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@@ -46,43 +26,52 @@ $o-onboarding-step-width: map-get($container-max-widths, 'lg') / 4 !default;
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}
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}
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&:first-child, &:last-child {
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.o_onboarding_line {
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||||
width: $o-onboarding-line-width / 2 ;
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}
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||||
}
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&:first-child {
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||||
.o_onboarding_line {
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||||
margin-left: $o-onboarding-line-width / 2;
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||||
}
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||||
}
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||||
|
||||
&:last-child {
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||||
.o_onboarding_line {
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||||
margin-right: $o-onboarding-line-width / 2;
|
||||
}
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||||
}
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||||
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||||
.o_onboarding_line {
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||||
background: linear-gradient(to right, $o-onboarding-color-orange 0%, $o-onboarding-color-blue 100%);
|
||||
height: $o-onboarding-line-height;
|
||||
width: $o-onboarding-line-width;
|
||||
top: $o-onboarding-image-size / 2;
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||||
background-attachment: fixed;
|
||||
}
|
||||
|
||||
.o_onboarding_step_content {
|
||||
width: $o-onboarding-step-width;
|
||||
}
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||||
|
||||
.o_onboarding_step_side img {
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||||
width: $o-onboarding-image-size;
|
||||
height: $o-onboarding-image-size;
|
||||
}
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||||
|
||||
.o_onboarding_step_action {
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||||
min-width: $o-onboarding-step-width * .5;
|
||||
border: $border-width solid #fff;
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||||
border: $border-width solid #{$o-onboarding-color-blue};
|
||||
color: $o-onboarding-color-blue;
|
||||
}
|
||||
|
||||
.o_onboarding_progress {
|
||||
height: $o-onboarding-progress-size;
|
||||
width: calc(100% - #{$o-onboarding-dot-size});
|
||||
background: var(--o-onboarding-todo-color, #{$o-brand-odoo});
|
||||
transform:
|
||||
translateX(-100%)
|
||||
translateY($o-onboarding-dot-size * .5 - $o-onboarding-progress-size * .5);
|
||||
}
|
||||
|
||||
.o_onboarding_dot {
|
||||
width: $o-onboarding-dot-size;
|
||||
height: $o-onboarding-dot-size;
|
||||
padding-top: .5em;
|
||||
background-color: var(--o-onboarding-todo-color, $o-brand-odoo);
|
||||
color: transparent;
|
||||
transition: all $o-onboarding-base-time ease;
|
||||
transform: scale3d(.5, .5, .5);
|
||||
}
|
||||
|
||||
&:first-of-type .o_onboarding_progress {
|
||||
display: none;
|
||||
}
|
||||
|
||||
.o_onboarding_step_title,
|
||||
.o_onboarding_step_action,
|
||||
.o_onboarding_step_action__done,
|
||||
.o_onboarding_dot_isChecked {
|
||||
color: #fff;
|
||||
.o_onboarding_step_action__done {
|
||||
i {
|
||||
background-color: $o-onboarding-color-orange;
|
||||
color: #FFF;
|
||||
}
|
||||
}
|
||||
|
||||
// = "To do" Step Design
|
||||
@@ -99,18 +88,6 @@ $o-onboarding-step-width: map-get($container-max-widths, 'lg') / 4 !default;
|
||||
}
|
||||
}
|
||||
|
||||
// = "Done" Step Design
|
||||
// --------------------------------------------------------------------
|
||||
&:not([data-step-state="not_done"]) {
|
||||
.o_onboarding_dot, + .o_onboarding_step:not([data-step-state="not_done"]) .o_onboarding_progress {
|
||||
background: var(--o-onboarding-done-color, #{$o-brand-primary});
|
||||
}
|
||||
|
||||
.o_onboarding_dot {
|
||||
transform: scale3d(1, 1, 1);
|
||||
}
|
||||
}
|
||||
|
||||
// = "Just Done" Step Design
|
||||
// --------------------------------------------------------------------
|
||||
&[data-step-state="just_done"] {
|
||||
|
||||
@@ -2,17 +2,6 @@
|
||||
// ============================================================================
|
||||
// No CSS hacks, variables overrides only
|
||||
|
||||
$o-onboarding-colors: (
|
||||
'blue': (
|
||||
'bg': (#215e72, #1c3d4e),
|
||||
'ui': (#db851e, #c0ad73),
|
||||
),
|
||||
'orange': (
|
||||
'bg': (#5c4436, #784536),
|
||||
'ui': ($o-brand-primary, #68B3C9),
|
||||
),
|
||||
'violet': (
|
||||
'bg': (#424a7d, #333e6a),
|
||||
'ui': (#db851e, #c0ad73),
|
||||
),
|
||||
) !default;
|
||||
$o-onboarding-main-bg: $o-gray-100 !default;
|
||||
$o-onboarding-color-blue: #516db3 !default;
|
||||
$o-onboarding-color-orange: #c67c7a !default;
|
||||
|
||||
@@ -1,18 +1,7 @@
|
||||
$o-onboarding-base-time: 0.5s !default;
|
||||
$o-onboarding-dot-size: 20px !default;
|
||||
$o-onboarding-progress-size: 2px !default;
|
||||
|
||||
$o-onboarding-colors: (
|
||||
'blue': (
|
||||
'bg': (#60ABC3, #4187AE),
|
||||
'ui': (#fcb157, #FBEEC8),
|
||||
),
|
||||
'orange': (
|
||||
'bg': (#DA9D77, #B9684F),
|
||||
'ui': (#0774f4, #68B3C9),
|
||||
),
|
||||
'violet': (
|
||||
'bg': (#6070C3, #475DA4),
|
||||
'ui': (#F39D9B, #FBEEC8),
|
||||
),
|
||||
) !default;
|
||||
$o-onboarding-image-size: 64px !default;
|
||||
$o-onboarding-line-height: 2px !default;
|
||||
$o-onboarding-line-width: 100% !default;
|
||||
$o-onboarding-main-bg: $o-gray-200 !default;
|
||||
$o-onboarding-color-blue: #374874 !default;
|
||||
$o-onboarding-color-orange: #F39D9B !default;
|
||||
|
||||
@@ -24,14 +24,12 @@
|
||||
</div>
|
||||
|
||||
<div class="o_onboarding_container collapse show">
|
||||
<div t-att-class="'o_onboarding_main position-relative overflow-hidden ' + classes"
|
||||
t-att-style="'background-image:url(' + bg_image + ')'">
|
||||
|
||||
<div class="o_onboarding_wrap py-5">
|
||||
<a href="#" data-bs-toggle="modal" data-bs-target=".o_onboarding_modal" class="o_onboarding_btn_close position-absolute top-0 end-0 py-2 px-3 h2" title="Close the onboarding panel"><i class="oi oi-close"/></a>
|
||||
|
||||
<div class="o_onboarding_main position-relative border-bottom overflow-hidden">
|
||||
<div class="o_onboarding_wrap py-3">
|
||||
<a href="#" data-bs-toggle="modal" data-bs-target=".o_onboarding_modal" class="o_onboarding_btn_close position-absolute top-0 end-0 py-2 px-3 h2 z-index-1" title="Close the onboarding panel"><i class="oi oi-close"/></a>
|
||||
<div class="o_onboarding_steps d-flex" t-out="0"/>
|
||||
|
||||
|
||||
<div t-if="state.get('onboarding_state') in ('done', 'just_done')"
|
||||
t-att-state="state.get('onboarding_state')"
|
||||
class="o_onboarding_completed_message position-absolute end-0 bottom-0 start-0 border-bottom py-4 bg-white d-flex align-items-center justify-content-center">
|
||||
@@ -53,17 +51,17 @@
|
||||
<div class="o_onboarding_step position-relative d-flex flex-column align-items-center justify-content-start text-center" t-att-data-step-state="state">
|
||||
<img t-if="state == 'just_done'" class="o_onboarding_confetti position-absolute w-100" src="/base/static/img/onboarding_confetti.svg" alt="o_onboarding_confetti"/>
|
||||
|
||||
<div class="o_onboarding_step_side d-flex pt-0 flex-grow-1">
|
||||
<div class="o_onboarding_progress position-absolute"/>
|
||||
<span t-attf-class="o_onboarding_dot fa fa-check d-inline-block rounded-circle small {{state != 'not_done' and 'o_onboarding_dot_isChecked' or ''}}"/>
|
||||
<div class="o_onboarding_line position-absolute"/>
|
||||
<div class="o_onboarding_step_side d-flex">
|
||||
<img class="z-index-1" t-attf-src="#{image}" t-attf-alt="#{alt}"/>
|
||||
</div>
|
||||
|
||||
<div class="o_onboarding_step_content py-3 flex-grow-1 d-flex flex-column align-items-center justify-content-around">
|
||||
<div class="o_onboarding_step_content_info mb-3">
|
||||
<div class="o_onboarding_step_content position-relative pt-2 flex-grow-1 d-flex flex-column align-items-center justify-content-around">
|
||||
<div class="o_onboarding_step_content_info flex-grow-1 mb-2">
|
||||
<a type="action" data-reload-on-close="true" role="button" t-att-data-method="method" t-att-data-model="model">
|
||||
<h4 class="o_onboarding_step_title" t-out="title"/>
|
||||
<h5 class="o_onboarding_step_title mb-1" t-out="title"/>
|
||||
</a>
|
||||
<p class="text-white-75 m-0" t-out="description"/>
|
||||
<p class="m-0 small" t-out="description"/>
|
||||
</div>
|
||||
<a t-if="state == 'not_done'" class="o_onboarding_step_action btn px-4" type="action" data-reload-on-close="true" role="button" t-att-data-method="method" t-att-data-model="model">
|
||||
<span>
|
||||
@@ -73,7 +71,7 @@
|
||||
</a>
|
||||
<a t-else="" class="o_onboarding_step_action__done btn" type="action" data-reload-on-close="true" role="button" t-att-data-method="method" t-att-data-model="model">
|
||||
<span>
|
||||
<i t-attf-class="me-2 fa #{done_icon if done_icon else 'fa-check'}" />
|
||||
<i t-attf-class="p-1 me-1 fa #{done_icon if done_icon else 'fa-check'} rounded-circle" />
|
||||
<t t-if="done_text" t-out="done_text" />
|
||||
<t t-else="">All done!</t>
|
||||
</span>
|
||||
@@ -89,6 +87,8 @@
|
||||
<t t-set="description">
|
||||
Set your company's data for documents header/footer.
|
||||
</t>
|
||||
<t t-set="image" t-value="'/base/static/img/onboarding_company-data.png'"/>
|
||||
<t t-set="alt" t-value="'Onboarding Company Data'"/>
|
||||
<t t-set="btn_text">Let's start!</t>
|
||||
<t t-set="method" t-value="'action_open_base_onboarding_company'" />
|
||||
<t t-set="model" t-value="'res.company'" />
|
||||
|
||||