* = 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
Currently, Fields Sales are struggling to create quotations or sale
orders directly from the customer place. One of the issues is that it
is not easy to quickly add products to the SO. Products must be added
one by one and, in mobile, it requires completing a form with
quantities, ... for each new line.
This commit introduces a catalog view that allows users to select
products in a faster and easier way than before, both in desktop and
mobile view.
Task - 3062080
closesodoo/odoo#106382
Related: odoo/enterprise#37915
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Co-authored-by: chevalierv <vcr@odoo.com>
Currently, `website_sale` uses the same logic as `sale` to show the
product variant configuration.
This commit aims to separate this logic and let each module handle its
own product variant configuration.
task-3056806
Part-of: odoo/odoo#106511
Purpose
=======
- Moved the product_configurator into its own module now that we have a specific option for it.
The option only enables the p. configurator in the SO form.
The e-commerce should always allow customer to configure their products, even if the option is not checked.
This allows moving some of the code specific to the p. configurator into its own module.
However, a lot of the code has to remain in "sale" module since the e-commerce does not require the option
checked and needs the "configure product" feature in the shop by default.
(This is why the fields "product_custom_attribute_value_ids" and "product_no_variant_attribute_value_ids"
are still in the "sale" module)
Task #1871557
Purpose
=======
- Configure a product from a sales order as easily as in the ecommerce
The backend uses the same template as the frontend to configure a products and its options
- Display optionnal products of optionnal products in the "sale options" section
- Allow adding exlusions to some combinations of the product and/or
to some combinations of the optionnal and accessory products
Specification
=============
PHASE I
1. Improve the "Add to cart" with optional products
- When you add an option to cart, move the product to the cart & show the options of this option
- Don't open the option wizard if no option available (in case this module becomes generic,
it's better to skip this step when it's not needed)
- Display the options right under their related product in the cart
2. Do not allow to add the product as an optional product for itself
Why ?
- No functional sense
- Creates issues in the add to cart wizard
3. Exclude some attribute combinations within the product or with related options and accessory products
- Rename VARIANT PRICES button -> CONFIGURE VARIANTS
- When you click this button and select a value, open form view rather than inline edition
- Form view of variant values:
- Attribute
- Value
- HTML Color Index
- Attribute Price Extra
- Not Compatible with: o2m tab with 2 fields: Product AND Attribute Value (of this product)
[m2m tag selection]
- in any new line, autocomplete the current product by default
- Tooltip: A list of product and attribute values that you want to exclude for
this product's attribue value. Also applies on optionnal and accessory products.
4. New option to configure a product in a sales order line
- This option is only visible if the corresponding option is activated in the sales settings
- It opens a wizard to select a product template, configure related attribute values
and select optional products (based on frontend view)
- Attributes not compatible with other selected attributes should not be selectable
- Must work like in the frontend
Purpose
=======
- Quickly share the url to someone else (a client, a colleague,...)
- Ensure that the recipient can access at least
the portal view of the shared record.
- Typically used when a client cannot retrieve the mail to access his order.
The share link can be used in this case.
Specifications
==============
For any object inheriting form portal.mixin:
- Add a button SHARE (not visible in edit mode)
- When clicking on this button, a popup opens with :
- A warning message for tasks and projects only (see below)
- the link (like in gmail) that can be copied
- Recipients
- mail composer (with preselected template) ==> see below
- button [Send Link] [Copy Link] Discard
- After sharing document, put internal note like
"Document shared to xyz,...." with template message
- Anyone with the link, even anonymous user (not logged in) can have access
to the document with the access token provided in the url.
Impacted models:
- account.invoice (Community)
- project.project (Community)
- project.task (Community)
- purchase.order (Community)
- sale.order (Community)
- helpdesk.ticket (Enterprise)
Warning messages and access rules:
Allowed :
- SO canceled or draft will be accessible with the link
with access_token
- If the customer account is B2B (signup not enabled), the recipient
will anyway see the document as the user specifically wants the
recipient to see the document.
Restrictions :
- For Project and Task, if the privacy is not public, then, there is a
contradiction between the access_token mechanism
and the privacy of the document.
- A warning message will be displayed in the share wizard to inform the
user if the document cannot be visible by the recipients and to
ask him to set the privacy to 'Visible by following customer'.
The send button will, in that case, be hidden.
- To avoid to block the share for a new project, default privacy value
is now set to 'Visible by followong customer'
Technical implementation
========================
- Move the access_token mechanism (field + methods + mail controller)
to the portal.mixin to be able to use it in a generic way for each object
inheriting the portal.mixin
- Generalise a part of the _*model*_get_page_view_values method
into a single one in portal
- Generalize the _*model*_check_access into the portal controller of the
portal module
- Remove the init_column + default value for the access_token
> old records have an access_token,
> new one won't but it will be generated on demand via the get_access_token
Done for performance reasons
- Add share button into action menu separately. + kanban view context menu
(except for task and project where button not in action menu but 'simple'
button for task and project because other modules already provide action
to send documents by email, which is not the case for project and task.)
- Add a sign_token used to authentify the recipient in the portal view chatter,
if any. The message will be posted as if the user was logged in.
- Set the _get_share_url as private for security reason
- Add a redirect parameter to _get_share_url to get
If false : The direct portal view url
If True : The redirect url (mail/view/?)
- Cleaning up unnecessary code
- Bug fix :
- Before, if user was not logged and record had partner_id,
if partner id was null, post message was done as admin.
Now, the post message is done as public user.
- If the user had an uid but had no access_token, he could be able
to gain the access token of the record.
check_access_rights was missing in the get_access_action.
Task ID : 30985
Closes#25629
Customer portal is now a feature coming directly with sale module. As
it uses a simple website renderer customization and advanced website
features are not available and depends on having website module
installed.
Florian Charlier