[ADD] sale: onboarding tour

addons/sale/__openerp__.py

@@ -41,7 +41,7 @@ The Dashboard for the Sales Manager will include
 * Monthly Turnover (Graph)
     """,
     'website': 'https://www.odoo.com/page/crm',
-    'depends': ['sales_team', 'account', 'procurement', 'report'],
+    'depends': ['sales_team', 'account', 'procurement', 'report', 'web_tour'],
     'data': [
         'wizard/sale_make_invoice_advance.xml',
         'security/sale_security.xml',
@@ -53,6 +53,7 @@ The Dashboard for the Sales Manager will include
         'sale_view.xml',
         'sales_team_view.xml',
         'res_partner_view.xml',
+        'tour_view.xml',
         'report/sale_report_view.xml',
         'data/mail_template_data.xml',
         'res_config_view.xml',

addons/sale/sale_view.xml

@@ -145,7 +145,7 @@
             <field name="name">sale.order.form</field>
             <field name="model">sale.order</field>
             <field name="arch" type="xml">
-                <form string="Sales Order">
+                <form string="Sales Order" class="o_sale_order">
                 <header>
                     <button name="%(action_view_sale_advance_payment_inv)d" string="Create Invoice"
                         type="action" class="btn-primary"
@@ -155,7 +155,7 @@
                         attrs="{'invisible': ['|',('invoice_status', '!=', 'no'), ('state', '!=', 'sale')]}"/>
                     <button name="action_quotation_send" string="Send by Email" type="object" states="draft" class="btn-primary"/>
                     <button name="print_quotation" string="Print" type="object" states="draft" class="btn-primary"/>
-                    <button name="action_confirm" states="sent" string="Confirm Sale" class="btn-primary" type="object" context="{'show_sale': True}"/>
+                    <button name="action_confirm" states="sent" string="Confirm Sale" class="btn-primary o_sale_confirm" type="object" context="{'show_sale': True}"/>
                     <button name="action_confirm" states="draft" string="Confirm Sale" type="object" context="{'show_sale': True}"/>
                     <button name="print_quotation" string="Print" type="object" states="sent,sale"/>
                     <button name="action_quotation_send" string="Send by Email" type="object" states="sent,sale"/>
@@ -406,8 +406,9 @@
             <field name="arch" type="xml">
                 <xpath expr="//filter[@name='my_sale_orders_filter']" position="after">
                     <separator/>
-                    <filter string="Quotations" name="draft" domain="[('state','=','draft')]" help="Sales Order that haven't yet been confirmed"/>
-                    <filter string="Quotations Sent" name="sent" domain="[('state','=','sent')]" help="Sales Order that haven't yet been confirmed"/>
+                    <filter string="Quotations" name="draft" domain="[('state','=','draft')]"/>
+                    <filter string="Quotations Sent" name="sent" domain="[('state','=','sent')]"/>
+                    <filter string="Sales" name="sales" domain="[('state','in',('sale','done'))]"/>
                 </xpath>
             </field>
         </record>
@@ -511,7 +512,6 @@
             <field name="view_type">form</field>
             <field name="view_id" ref="view_quotation_tree"/>
             <field name="view_mode">tree,kanban,form,calendar,pivot,graph</field>
-            <field name="domain">[('state','in',('draft','sent','cancel'))]</field>
             <field name="search_view_id" ref="sale_order_view_search_inherit_quotation"/>
             <field name="help" type="html">
               <p class="oe_view_nocontent_create">

addons/sale/static/src/js/tour.js

@@ -0,0 +1,36 @@
+odoo.define('sale.tour', function(require) {
+"use strict";
+
+var core = require('web.core');
+var tour = require('web_tour.tour');
+
+var _t = core._t;
+
+tour.register('sale_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('Organize your sales activities with the <b>Sales app</b>.'),
+    position: 'bottom',
+}, {
+    trigger: ".oe_kanban_action_button",
+    extra_trigger: '.o_salesteam_kanban',
+    content: _t("Let\'s have a look at the quotations of this sales team."),
+    position: "bottom"
+}, {
+    trigger: ".btn-primary.o_sale_confirm",
+    extra_trigger: '.o_sale_order',
+    content: _t("<p><b>Confirm the order</b> if the customer purchases.</p><p><i>The customer can also confirm the order directly from the email he received.</i></p>"),
+    position: "bottom"
+}, {
+    trigger: ".breadcrumb li:not(.active):last",
+    extra_trigger: ".o_sale_order [data-id='sale'].btn-primary, .o_sale_order [data-id='sale'].oe_active",
+    content: _t("Use the breadcrumbs to <b>go back to preceeding screens</b>."),
+    position: "bottom"
+}, {
+    trigger: 'li a[data-menu-xmlid="base.menu_sales"], .oe_secondary_menu_section[data-menu-xmlid="base.menu_sales"]',
+    content: _t("Use this menu to access quotations, sales orders and customers."),
+    position: "bottom"
+}]);
+
+});

addons/sale/tour_view.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Make the xmlid of menus required by the Sale tour available in webclient -->
+    <record id="sales_team.menu_sales" model="ir.ui.menu">
+        <field name="load_xmlid" eval="True"/>
+    </record>
+    <record id="sales_team.menu_base_partner" model="ir.ui.menu">
+        <field name="load_xmlid" eval="True"/>
+    </record>
+</odoo>

addons/sale/views/sale.xml

@@ -5,6 +5,7 @@
             <xpath expr="." position="inside">
                 <link rel="stylesheet" href="/sale/static/src/css/sale.css"/>
                 <script type="text/javascript" src="/sale/static/src/js/sale.js"></script>
+                <script type="text/javascript" src="/sale/static/src/js/tour.js"></script>
             </xpath>
         </template>
     </data>