Sébastien Theys
34c47eecd3
Flow ==== Have one model field responsible of telling when the sales order has to be signed or paid to avoid inconsistencies. The general rule is: sign & pay are only used upfront to confirm a sales order. If a sales person starts to modify (confirm) it manually, we don't need those features. Especially at that point pay should be done with invoices. Modal ===== For the sign, we want to force refresh the page to update its state, and thus we need to show the confirmation message on the reloaded page. For sign and pay, we changed a bit the structure of the text in the modal to allow to translate it more easily. Also fixed the payment selection by moving it into the body instead of the footer. For the reject modal, we want the feedback field to be required, so we can see in the chatter by who and why it has been rejected. Misc ==== Moved remaining bits of code related to preview/pay/accept/decline from sale_management into sale, where it should have been in the first place. Sales Order: - Improved status/contextual alerts. - Hide discount from small to fix responsive. PR: #26801 task-1876864 remove sales help
112 lines
5.3 KiB
XML
112 lines
5.3 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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<!-- Activities -->
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<record id="mail_act_sale_upsell" model="mail.activity.type">
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<field name="name">Order Upsell</field>
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<field name="icon">fa-line-chart</field>
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<field name="res_model_id" ref="sale.model_sale_order"/>
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</record>
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<!-- Sale-related subtypes for messaging / Chatter -->
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<record id="mt_order_sent" model="mail.message.subtype">
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<field name="name">Quotation sent</field>
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<field name="res_model">sale.order</field>
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<field name="default" eval="False"/>
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<field name="description">Quotation sent</field>
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</record>
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<record id="mt_order_confirmed" model="mail.message.subtype">
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<field name="name">Sales Order Confirmed</field>
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<field name="res_model">sale.order</field>
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<field name="default" eval="False"/>
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<field name="description">Quotation confirmed</field>
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</record>
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<!-- Salesteam-related subtypes for messaging / Chatter -->
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<record id="mt_salesteam_order_sent" model="mail.message.subtype">
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<field name="name">Quotation sent</field>
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<field name="sequence">20</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="True"/>
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<field name="parent_id" eval="ref('sale.mt_order_sent')"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_order_confirmed" model="mail.message.subtype">
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<field name="name">Sales Order Confirmed</field>
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<field name="sequence">21</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="True"/>
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<field name="parent_id" eval="ref('sale.mt_order_confirmed')"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_invoice_created" model="mail.message.subtype">
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<field name="name">Invoice Created</field>
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<field name="sequence">22</field>
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<field name="res_model">crm.team</field>
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<field name="parent_id" eval="ref('account.mt_invoice_created')"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_invoice_confirmed" model="mail.message.subtype">
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<field name="name">Invoice Confirmed</field>
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<field name="sequence">23</field>
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<field name="res_model">crm.team</field>
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<field name="parent_id" eval="ref('account.mt_invoice_validated')"/>
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<field name="relation_field">team_id</field>
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</record>
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</data>
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<!-- Template and notification section -->
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<data noupdate="1">
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<template id="" inherit_id="mail.mail_notification_paynow" name="oezirhgoi">
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<xpath expr="//t[@t-set='access_name']" position="after">
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<t t-if="record._name == 'sale.order'">
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<t t-if="record.has_to_be_signed()">
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<t t-if="record.has_to_be_paid()" t-set="access_name">Sign and pay online</t>
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<t t-else="" t-set="access_name">Accept and sign online</t>
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</t>
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<t t-elif="record.has_to_be_paid()">
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<t t-set="access_name">Pay online</t>
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</t>
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</t>
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</xpath>
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</template>
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<record id="email_template_edi_sale" model="mail.template">
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<field name="name">Sales Order: Send by email</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="email_from">${object.user_id.email_formatted |safe}</field>
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<field name="partner_to">${object.partner_id.id}</field>
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<field name="subject">${object.company_id.name} ${object.state in ('draft', 'sent') and 'Quotation' or 'Order'} (Ref ${object.name or 'n/a' })</field>
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<field name="body_html" type="html">
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<div style="margin: 0px; padding: 0px;">
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<p style="margin: 0px; padding: 0px; font-size: 13px;">
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% set doc_name = 'quotation' if object.state in ('draft', 'sent') else 'order'
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Dear ${object.partner_id.name}
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% if object.partner_id.parent_id:
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(${object.partner_id.parent_id.name})
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% endif
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<br /><br />
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Here is
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% if ctx.get('proforma')
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in attachment your pro-forma invoice
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% else
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the ${doc_name} <strong>${object.name}</strong>
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% endif
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% if object.origin:
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(with reference: ${object.origin} )
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% endif
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amounting in <strong>${format_amount(object.amount_total, object.pricelist_id.currency_id)}</strong>
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from ${object.company_id.name}.
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<br /><br />
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Do not hesitate to contact us if you have any question.
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</p>
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</div>
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</field>
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<field name="report_template" ref="action_report_saleorder"/>
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<field name="report_name">${(object.name or '').replace('/','_')}${object.state == 'draft' and '_draft' or ''}</field>
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<field name="lang">${object.partner_id.lang}</field>
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<field name="user_signature" eval="False"/>
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<field name="auto_delete" eval="True"/>
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</record>
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</data>
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</odoo>
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