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authorVictor Feyens <vfe@odoo.com>2019-04-24 11:21:26 +0000
committerfw-bot <otis@odoo.com>2019-10-25 15:25:00 +0000
commit74a5b93fc3a794ea0c32550de6edfe816aefab78 (patch)
tree638572bf9ca67e97331351210ad8cd31b9b96912
parent1455e130c94cfffcb91edb68786cdc3492654476 (diff)
[REM] doc: views business guidelines
Old outdated Odoo screenshots, and UI guidelines have no worth in the doc... X-original-commit: c260f4af275d2b5b745f97274a7571bd1211eb0e
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@@ -581,312 +581,6 @@ system. Available semantic components are:
.. todo:: widgets?
-Business Views guidelines
--------------------------
-
-.. sectionauthor:: Aline Preillon, Raphael Collet
-
-Business views are targeted at regular users, not advanced users. Examples
-are: Opportunities, Products, Partners, Tasks, Projects, etc.
-
-.. image:: forms/oppreadonly.png
- :class: img-responsive
-
-In general, a business view is composed of
-
-1. a status bar on top (with technical or business flow),
-2. a sheet in the middle (the form itself),
-3. a bottom part with History and Comments.
-
-Technically, the new form views are structured as follows in XML::
-
- <form>
- <header> ... content of the status bar ... </header>
- <sheet> ... content of the sheet ... </sheet>
- <div class="oe_chatter"> ... content of the bottom part ... </div>
- </form>
-
-The Status Bar
-''''''''''''''
-
-The purpose of the status bar is to show the status of the current record and
-the action buttons.
-
-.. image:: forms/status.png
- :class: img-responsive
-
-The Buttons
-...........
-
-The order of buttons follows the business flow. For instance, in a sale order,
-the logical steps are:
-
-1. Send the quotation
-2. Confirm the quotation
-3. Create the final invoice
-4. Send the goods
-
-Highlighted buttons (in red by default) emphasize the logical next step, to
-help the user. It is usually the first active button. On the other hand,
-:guilabel:`cancel` buttons *must* remain grey (normal). For instance, in
-Invoice the button :guilabel:`Refund` must never be red.
-
-Technically, buttons are highlighted by adding the class "oe_highlight"::
-
- <button class="oe_highlight" name="..." type="..." states="..."/>
-
-The Status
-..........
-
-Uses the ``statusbar`` widget, and shows the current state in red. States
-common to all flows (for instance, a sale order begins as a quotation, then we
-send it, then it becomes a full sale order, and finally it is done) should be
-visible at all times but exceptions or states depending on particular sub-flow
-should only be visible when current.
-
-.. image:: forms/status1.png
- :class: img-responsive
-
-.. image:: forms/status2.png
- :class: img-responsive
-
-The states are shown following the order used in the field (the list in a
-selection field, etc). States that are always visible are specified with the
-attribute ``statusbar_visible``.
-
-::
-
- <field name="state" widget="statusbar"
- statusbar_visible="draft,sent,progress,invoiced,done" />
-
-The Sheet
-'''''''''
-
-All business views should look like a printed sheet:
-
-.. image:: forms/sheet.png
- :class: img-responsive
-
-1. Elements inside a ``<form>`` or ``<page>`` do not define groups, elements
- inside them are laid out according to normal HTML rules. They content can
- be explicitly grouped using ``<group>`` or regular ``<div>`` elements.
-2. By default, the element ``<group>`` defines two columns inside, unless an
- attribute ``col="n"`` is used. The columns have the same width (1/n th of
- the group's width). Use a ``<group>`` element to produce a column of fields.
-3. To give a title to a section, add a ``string`` attribute to a ``<group>`` element::
-
- <group string="Time-sensitive operations">
-
- this replaces the former use of ``<separator string="XXX"/>``.
-4. The ``<field>`` element does not produce a label, except as direct children
- of a ``<group>`` element\ [#backwards-compatibility]_. Use :samp:`<label
- for="{field_name}>` to produce a label of a field.
-
-Sheet Headers
-.............
-
-Some sheets have headers with one or more fields, and the labels of those
-fields are only shown in edit mode.
-
-.. list-table::
- :header-rows: 1
-
- * - View mode
- - Edit mode
- * - .. image:: forms/header.png
- :class: img-responsive
- - .. image:: forms/header2.png
- :class: img-responsive
-
-Use HTML text, ``<div>``, ``<h1>``, ``<h2>``… to produce nice headers, and
-``<label>`` with the class ``oe_edit_only`` to only display the field's label
-in edit mode. The class ``oe_inline`` will make fields inline (instead of
-blocks): content following the field will be displayed on the same line rather
-than on the line below it. The form above is produced by the following XML::
-
- <label for="name" class="oe_edit_only"/>
- <h1><field name="name"/></h1>
-
- <label for="planned_revenue" class="oe_edit_only"/>
- <h2>
- <field name="planned_revenue" class="oe_inline"/>
- <field name="company_currency" class="oe_inline oe_edit_only"/> at
- <field name="probability" class="oe_inline"/> % success rate
- </h2>
-
-Button Box
-..........
-
-Many relevant actions or links can be displayed in the form. For example, in
-Opportunity form, the actions "Schedule a Call" and "Schedule a Meeting" have
-an important place in the use of the CRM. Instead of placing them in the
-"More" menu, put them directly in the sheet as buttons (on the top) to make
-them more visible and more easily accessible.
-
-.. image:: forms/header3.png
- :class: img-responsive
-
-Technically, the buttons are placed inside a ``<div>`` to group them as a
-block on the top of the sheet.
-
-::
-
- <div class="oe_button_box" name="button_box">
- <button string="Schedule/Log Call" name="..." type="action"/>
- <button string="Schedule Meeting" name="action_makeMeeting" type="object"/>
- </div>
-
-Groups and Titles
-.................
-
-A column of fields is now produced with a ``<group>`` element, with an
-optional title.
-
-.. image:: forms/screenshot-03.png
- :class: img-responsive
-
-::
-
- <group string="Payment Options">
- <field name="writeoff_amount"/>
- <field name="payment_option"/>
- </group>
-
-It is recommended to have two columns of fields on the form. For this, simply
-put the ``<group>`` elements that contain the fields inside a top-level
-``<group>`` element.
-
-To make :ref:`view extension <reference/views/inheritance>` simpler, it is
-recommended to put a ``name`` attribute on ``<group>`` elements, so new fields
-can easily be added at the right place.
-
-Special Case: Subtotals
-~~~~~~~~~~~~~~~~~~~~~~~
-
-Some classes are defined to render subtotals like in invoice forms:
-
-.. image:: forms/screenshot-00.png
- :class: img-responsive
-
-::
-
- <group class="oe_subtotal_footer">
- <field name="amount_untaxed"/>
- <field name="amount_tax"/>
- <field name="amount_total" class="oe_subtotal_footer_separator"/>
- <field name="amount_residual" style="margin-top: 10px"/>
- </group>
-
-Placeholders and Inline Fields
-..............................
-
-Sometimes field labels make the form too complex. One can omit field labels,
-and instead put a placeholder inside the field. The placeholder text is
-visible only when the field is empty. The placeholder should tell what to
-place inside the field, it *must not* be an example as they are often confused
-with filled data.
-
-One can also group fields together by rendering them "inline" inside an
-explicit block element like ``<div>``. This allows grouping semantically
-related fields as if they were a single (composite) fields.
-
-The following example, taken from the *Leads* form, shows both placeholders and
-inline fields (zip and city).
-
-.. list-table::
- :header-rows: 1
-
- * - Edit mode
- - View mode
- * - .. image:: forms/placeholder.png
- :class: img-responsive
- - .. image:: forms/screenshot-01.png
- :class: img-responsive
-
-::
-
- <group>
- <label for="street" string="Address"/>
- <div>
- <field name="street" placeholder="Street..."/>
- <field name="street2"/>
- <div>
- <field name="zip" class="oe_inline" placeholder="ZIP"/>
- <field name="city" class="oe_inline" placeholder="City"/>
- </div>
- <field name="state_id" placeholder="State"/>
- <field name="country_id" placeholder="Country"/>
- </div>
- </group>
-
-Images
-......
-
-Images, like avatars, should be displayed on the right of the sheet. The
-product form looks like:
-
-.. image:: forms/screenshot-02.png
- :class: img-responsive
-
-The form above contains a <sheet> element that starts with:
-
-::
-
- <field name="product_image" widget="image" class="oe_avatar oe_right"/>
-
-Tags
-....
-
-Most :class:`~odoo.fields.Many2many` fields, like categories, are better
-rendered as a list of tags. Use the widget ``many2many_tags`` for this:
-
-.. image:: forms/screenshot-04.png
- :class: img-responsive
-
-::
-
- <field name="category_id" widget="many2many_tags"/>
-
-Configuration forms guidelines
-------------------------------
-
-Examples of configuration forms: Stages, Leave Type, etc. This concerns all
-menu items under Configuration of each application (like Sales/Configuration).
-
-.. image:: forms/nosheet.png
- :class: img-responsive
-
-1. no header (because no state, no workflow, no button)
-2. no sheet
-
-Dialog forms guidelines
------------------------
-
-Example: "Schedule a Call" from an opportunity.
-
-.. image:: forms/wizard-popup.png
- :class: img-responsive
-
-1. avoid separators (the title is already in the popup title bar, so another
- separator is not relevant)
-2. avoid cancel buttons (user generally close the popup window to get the same
- effect)
-3. action buttons must be highlighted (red)
-4. when there is a text area, use a placeholder instead of a label or a
- separator
-5. like in regular form views, put buttons in the <header> element
-
-Configuration Wizards guidelines
---------------------------------
-
-Example: Settings / Configuration / Sales.
-
-1. always in line (no popup)
-2. no sheet
-3. keep the cancel button (users cannot close the window)
-4. the button "Apply" must be red
-
-
.. _reference/views/graph:
Graphs