Florian Charlier
2c4bb38835
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
101 lines
4.0 KiB
XML
101 lines
4.0 KiB
XML
<?xml version="1.0"?>
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<odoo>
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<record id="onboarding_onboarding_view_tree" model="ir.ui.view">
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<field name="name">onboarding.onboarding.view.tree</field>
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<field name="model">onboarding.onboarding</field>
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<field name="arch" type="xml">
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<tree string="Onboardings">
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<header>
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<button name="action_toggle_visibility" type="object" string="Toggle visibility"/>
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</header>
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="current_onboarding_state"/>
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<field name="is_onboarding_closed"/>
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<field name="is_per_company" optional="hide"/>
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</tree>
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</field>
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</record>
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<record id="onboarding_onboarding_view_form" model="ir.ui.view">
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<field name="name">onboarding.onboarding.view.form</field>
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<field name="model">onboarding.onboarding</field>
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<field name="arch" type="xml">
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<form>
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<header>
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<button name="action_toggle_visibility" type="object" string="Toggle visibility"/>
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</header>
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<sheet>
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<group col="2">
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<field name="name"/>
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<field name="route_name"/>
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<field name="is_per_company"/>
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<field name="is_onboarding_closed"/>
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</group>
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<notebook>
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<page name="Onboarding steps">
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<field name="step_ids"/>
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</page>
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<page name="Panel Rendering">
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<group>
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<field name="panel_background_color" string="Background color"/>
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</group>
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<record id="onboarding_onboarding_step_view_tree" model="ir.ui.view">
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<field name="name">onboarding.onboarding.step.view.tree</field>
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<field name="model">onboarding.onboarding.step</field>
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<field name="arch" type="xml">
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<tree string="Onboarding Steps">
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<field name="sequence" widget="handle"/>
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<field name="title"/>
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<field name="onboarding_id" optional="hide"/>
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<field name="current_step_state"/>
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</tree>
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</field>
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</record>
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<record id="onboarding_onboarding_step_view_form" model="ir.ui.view">
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<field name="name">onboarding.onboarding.step.view.form</field>
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<field name="model">onboarding.onboarding.step</field>
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<field name="arch" type="xml">
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<form>
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<sheet>
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<group>
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<field name="title"/>
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<field name="onboarding_id"/>
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<field name="panel_step_open_action_name"/>
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</group>
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<notebook>
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<page name="Step rendering">
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<group>
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<field name="description"/>
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<field name="button_text"/>
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<field name="done_text"/>
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<field name="done_icon"/>
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</group>
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<record id="action_view_onboarding_onboarding" model="ir.actions.act_window">
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<field name="name">Onboardings</field>
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<field name="res_model">onboarding.onboarding</field>
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<field name="view_mode">tree,form</field>
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</record>
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<record id="action_view_onboarding_step" model="ir.actions.act_window">
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<field name="name">Onboarding Steps</field>
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<field name="res_model">onboarding.onboarding.step</field>
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<field name="view_mode">tree,form</field>
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</record>
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</odoo>
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