Commit Graph
4 Commits
Author SHA1 Message Date
Mathieu (mano) 0e8e7935aa [FIX] *: onboarding reduce the darkness of the grey
Issue: the onboarding background is too dark and the view could breath
more on large screens

Fix: Use a slight linear gradient to reduce the darkness feeling and
add responsive spacing

task-3378939

part of: task-3326263

closes odoo/odoo#127152

X-original-commit: bcffa4145b9fcc7200784088f858ff4147a00e49
Signed-off-by: Pierre Paridans (app) <app@odoo.com>
2023-07-04 10:16:13 +02:00
Florian Charlier 77f9ff50db [REF] *: use onboarding module
* = account{_payment}, base, onboarding, payment{_stripe},
sale{_management}, web, website_sale

Use the dedicated onboarding module introduced in 16.0 instead of
the res.company model to store onboarding progress.

It allows
 * onboarding steps to be reused across panels
 * to support steps that should be completed per-database or per-company
 * to clean the res.company model from many fields and methods,
 * to remove many views, controllers, actions

Module-specific notes:
* account: We also clean the remaining two steps that are not
part of an accounting panel but make the most sense to be kept here.
* account_payment: Following 8e4e8eb8, the payment provider step is
added to the invoicing onboarding panel. We apply this change here too.
Also impacts the website_sale_dashboard panel (see related ENT PR).
(The "sale tax" one is currently used for to the website sale dashboard).
* payment: Note that the step was already not part of an onboarding
panel within this module.
* website_sale: We clean
  * a field not used (The website_sale dashboard onboarding panel used
  the payment_provider_onboarding_state field).
  * a method that was only called from website_sale_dashboard, so it is
  moved there. See related ENT PR.

Includes a few tests.

Moving views/templates/styling, as well as cleaning residual onboarding-related fields and methods in base, including populate.

This also includes restoring the "onboarding_complete" overlay panel
animating it to disappear after a few seconds so that it doesn't hide
text and block buttons to re-open steps.

Task-3025136

Part-of: odoo/odoo#104223
2023-06-30 23:37:50 +02:00
Florian Charlier 518a4e4c43 [IMP] onboarding: prepare all onboardings migration
### enable onboarding step sharing

Purpose: Allow to use the same step (and progress) for multiple
onboardings.
This is required for the migration of some onboardings such as the
`account` invoicing and sale `quotation` onboardings which both use
common steps (s.g., "Set up company data").

This is done by mutating the onboarding - onboarding step relation and
progress - progress step models relationships to m2m:
* Progress step records are now linked to several progress records if
the  step they track is used in several onboardings.
* There will still be multiple progress step records for per-company
tracking, if applicable.

### Allow steps w/o onboarding

This commit enables creating and tracking the completion of
onboarding steps that are not included in an onboarding panel.

Before this PR, such steps could already be defined and used.
This is the case of the `payment_provider` step from the payment
module, that could be included in an onboarding panel defined
in website_sale_dashboard (both are migrated in later commits of
this PR and related ENT).

### Support changing is_per_company

Having onboarding (steps) being immutably per-company or not
per-company is not convenient. We are here taking advantage of the
migration of onboardings (next commits) to have a working framework
for these changes.

The alternative solution of having to change all onboardings and linked
steps together and ensuring all or none are per-company was in fact
more complex to support and fragile as depending on python constraints
on the many2many relationship.

We also considered it wasn't worth the complexity to identify which
onboarding_progress record could safely be removed when its last
'per-company' step is updated to not per-company.
In that case, all companies will have to close the panel independently,
but the completion of each remaining step will not have to be done for
each company.

### Miscellaneous

#### add safe close action

This eases the handling closing an onboarding panel that
may have been deleted. The code for each panel can
therefore be simplified.

#### add onboarding step form controller

Extracted from `appointment` to be reused in other modules'
onboardings.
We are also cleaning the closing behavior which is no longer
required as dialogs now do close on save/discard.

Tests are added and updated.

Task-3025136

Part-of: odoo/odoo#104223
2023-06-30 23:37:50 +02:00
Florian Charlier 2c4bb38835 [ADD] onboarding, base: manage onboardings
This technical module can be used to configure onboarding panels flows at
company or global level (required for new Appointment onboarding, see ENT PR).

This implementation, which should be able to support the migration of the
other onboardings, separates the closed state from the completion state
(allowing to know that steps are not completed even though the panel is
closed).

Basic tree and form view are included.

Adding an onboarding with this module requires to provide records data for the
models:
- `onboarding.onboarding` + action to close the panel
- `onboarding.onboarding.step` + actions for the 'opening' and 'saving' of each
 step.

See related ENT PR for the `appointment` example, in particular
`onboarding_data.xml` and `onboarding_onboarding.py`

Several python tests are also included.

Misc. In base, we slightly refresh the wording/style of the modal closing the
onboarding panel.

Task-2852375
Part of Task-2900763

Part-of: odoo/odoo#97105
2022-09-07 23:10:18 +02:00