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odoo_source/addons/sale/data/onboarding_data.xml
T
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

42 lines
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XML

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<!-- Sale Quotation - ONBOARDING STEPS -->
<record id="onboarding_onboarding_step_sale_order_confirmation" model="onboarding.onboarding.step">
<field name="title">Order Confirmation</field>
<field name="description">Choose between electronic signatures or online payments.</field>
<field name="button_text">Set payments</field>
<field name="panel_step_open_action_name">action_open_step_sale_order_confirmation</field>
<field name="step_image" type="base64" file="base/static/img/onboarding_default.png"></field>
<field name="step_image_filename">onboarding_default.png</field>
<field name="step_image_alt">Onboarding Order Confirmation</field>
<field name="sequence">6</field>
</record>
<record id="onboarding_onboarding_step_sample_quotation" model="onboarding.onboarding.step">
<field name="title">Sample Quotation</field>
<field name="description">Send a quotation to test the customer portal.</field>
<field name="button_text">Send sample</field>
<field name="panel_step_open_action_name">action_open_step_sample_quotation</field>
<field name="step_image" type="base64" file="base/static/img/onboarding_sample-quotation.png"></field>
<field name="step_image_filename">onboarding_sample-quotation.png</field>
<field name="step_image_alt">Onboarding Sample Quotation</field>
<field name="sequence">7</field>
</record>
<!-- Sale Quotation - ONBOARDING PANEL -->
<record id="onboarding_onboarding_sale_quotation" model="onboarding.onboarding">
<field name="name">Sale Quotation Onboarding</field>
<field name="step_ids" eval="[
Command.link(ref('sale.onboarding_onboarding_step_sale_order_confirmation')),
Command.link(ref('sale.onboarding_onboarding_step_sample_quotation')),
Command.link(ref('account.onboarding_onboarding_step_company_data')),
Command.link(ref('account.onboarding_onboarding_step_base_document_layout'))
]"/>
<field name="route_name">sale_quotation</field>
<field name="panel_close_action_name">action_close_panel_sale_quotation</field>
</record>
</data>
</odoo>