Florian Charlier
77f9ff50db
* = 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
135 lines
8.1 KiB
XML
135 lines
8.1 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data noupdate="1">
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<!-- ONBOARDING STEPS -->
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<!-- INVOICING -->
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<record id="onboarding_onboarding_step_company_data" model="onboarding.onboarding.step">
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<field name="title">Company Data</field>
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<field name="description">Set your company's data for documents header/footer.</field>
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<field name="button_text">Let's start!</field>
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<field name="done_text">Looks great!</field>
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<field name="panel_step_open_action_name">action_open_step_company_data</field>
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<field name="step_image" type="base64" file="base/static/img/onboarding_company-data.png"></field>
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<field name="step_image_filename">onboarding_company-data.png</field>
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<field name="step_image_alt">Onboarding Company Data</field>
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<field name="sequence">1</field>
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</record>
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<record id="onboarding_onboarding_step_base_document_layout" model="onboarding.onboarding.step">
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<field name="title">Documents Layout</field>
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<field name="description">Customize the look of your documents.</field>
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<field name="button_text">Customize</field>
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<field name="done_text">Looks great!</field>
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<field name="panel_step_open_action_name">action_open_step_base_document_layout</field>
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<field name="step_image" type="base64" file="base/static/img/onboarding_quotation-layout.png"></field>
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<field name="step_image_filename">onboarding_quotation-layout.png</field>
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<field name="step_image_alt">Onboarding Documents Layout</field>
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<field name="sequence">3</field>
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</record>
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<record id="onboarding_onboarding_step_create_invoice" model="onboarding.onboarding.step">
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<field name="title">Create Invoice</field>
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<field name="description">Create your first invoice.</field>
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<field name="button_text">Create</field>
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<field name="done_text">First invoice sent!</field>
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<field name="panel_step_open_action_name">action_open_step_create_invoice</field>
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<field name="step_image" type="base64" file="base/static/img/onboarding_default.png"></field>
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<field name="step_image_filename">onboarding_default.png</field>
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<field name="step_image_alt">Onboarding Create Invoice</field>
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<field name="sequence">4</field>
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</record>
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<!-- DASHBOARD -->
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<record id="onboarding_onboarding_step_fiscal_year" model="onboarding.onboarding.step">
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<field name="title">Accounting Periods</field>
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<field name="description">Define your fiscal years & tax returns periodicity.</field>
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<field name="button_text">Configure</field>
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<field name="done_text">Step completed!</field>
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<field name="panel_step_open_action_name">action_open_step_fiscal_year</field>
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<field name="step_image" type="base64" file="base/static/img/onboarding_accounting-periods.png"></field>
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<field name="step_image_filename">onboarding_accounting-periods.png</field>
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<field name="step_image_alt">Onboarding Accounting Periods</field>
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<field name="sequence">1</field>
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</record>
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<record id="onboarding_onboarding_step_bank_account" model="onboarding.onboarding.step">
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<field name="title">Bank Account</field>
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<field name="description">Connect your financial accounts in seconds.</field>
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<field name="button_text">Add a bank account</field>
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<field name="done_text">Step Completed!</field>
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<field name="panel_step_open_action_name">action_open_step_bank_account</field>
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<field name="step_image" type="base64" file="base/static/img/onboarding_puzzle.png"></field>
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<field name="step_image_filename">onboarding_puzzle.png</field>
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<field name="step_image_alt">Onboarding Bank Account</field>
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<field name="sequence">2</field>
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</record>
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<record id="onboarding_onboarding_step_default_taxes" model="onboarding.onboarding.step">
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<field name="title">Taxes</field>
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<field name="description">Set default Taxes for sales and purchase transactions.</field>
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<field name="button_text">Review</field>
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<field name="done_text">Taxes set!</field>
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<field name="panel_step_open_action_name">action_open_step_default_taxes</field>
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<field name="step_image" type="base64" file="base/static/img/onboarding_taxes.png"></field>
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<field name="step_image_filename">onboarding_taxes.png</field>
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<field name="step_image_alt">Onboarding Taxes</field>
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<field name="sequence">3</field>
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</record>
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<record id="onboarding_onboarding_step_chart_of_accounts" model="onboarding.onboarding.step">
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<field name="title">Chart of Accounts</field>
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<field name="description">Set up your chart of accounts and record initial balances.</field>
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<field name="button_text">Review</field>
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<field name="done_text">Chart of accounts set!</field>
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<field name="panel_step_open_action_name">action_open_step_chart_of_accounts</field>
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<field name="step_image" type="base64" file="base/static/img/onboarding_chart-of-accounts.png"></field>
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<field name="step_image_filename">onboarding_chart-of-accounts.png</field>
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<field name="step_image_alt">Onboarding Bank Account</field>
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<field name="sequence">4</field>
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</record>
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<!-- WITHOUT PANEL -->
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<record id="onboarding_onboarding_step_setup_bill" model="onboarding.onboarding.step">
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<field name="title">Import Vendor Bills</field>
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<field name="sequence">1000</field>
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</record>
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<record id="onboarding_onboarding_step_sales_tax" model="onboarding.onboarding.step">
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<field name="title">Taxes</field>
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<!-- Fields values used if/when added in a panel within other modules -->
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<field name="description">Choose a default sales tax for your products.</field>
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<field name="button_text">Set taxes</field>
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<field name="done_text">Step Completed!</field>
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<field name="panel_step_open_action_name">action_open_step_sales_tax</field>
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<field name="step_image" type="base64" file="base/static/img/onboarding_puzzle.png"></field>
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<field name="step_image_filename">onboarding_puzzle.png</field>
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<field name="step_image_alt">Onboarding Bank Account</field>
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<field name="sequence">100</field> <!-- after "Online Payment" -->
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</record>
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<!-- ONBOARDING PANELS -->
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<record id="onboarding_onboarding_account_invoice" model="onboarding.onboarding">
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<field name="name">Invoicing Onboarding</field>
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<field name="step_ids" eval="[
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Command.link(ref('account.onboarding_onboarding_step_company_data')),
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Command.link(ref('account.onboarding_onboarding_step_base_document_layout')),
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Command.link(ref('account.onboarding_onboarding_step_create_invoice'))
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]"/>
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<field name="route_name">account_invoice</field>
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<field name="panel_close_action_name">action_close_panel_account_invoice</field>
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</record>
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<record id="onboarding_onboarding_account_dashboard" model="onboarding.onboarding">
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<field name="name">Account Dashboard Onboarding</field>
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<field name="step_ids" eval="[
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Command.link(ref('account.onboarding_onboarding_step_fiscal_year')),
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Command.link(ref('account.onboarding_onboarding_step_bank_account')),
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Command.link(ref('account.onboarding_onboarding_step_default_taxes')),
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Command.link(ref('account.onboarding_onboarding_step_chart_of_accounts'))
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]"/>
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<field name="route_name">account_dashboard</field>
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<field name="panel_close_action_name">action_close_panel_account_dashboard</field>
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</record>
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</data>
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</odoo>
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