[IMP] website_quote: onboarding

Views and labels improvements

5 files changed, 70 insertions, 22 deletions

diff --git a/addons/sale/sale_view.xml b/addons/sale/sale_view.xml
index 9adb02b691f..1849d0f836c 100644
--- a/addons/sale/sale_view.xml
+++ b/addons/sale/sale_view.xml
@@ -334,13 +334,12 @@
               <p class="oe_view_nocontent_create">
                 Click to create a quotation, the first step of a new sale.
               </p><p>
-                Odoo will help you handle efficiently the complete sale flow:
+                Odoo will help you handling efficiently the complete sale flow:
                 from the quotation to the sales order, the
                 delivery, the invoicing and the payment collection.
               </p><p>
-                The social feature helps you organize discussions on each sales
-                order, and allow your customers to keep track of the evolution
-                of the sales order.
+                The social feature helps you organizing discussions on each sales
+                order, and allows your customers to keep track of the sales orders' evolution.
               </p>
             </field>
         </record>
@@ -631,13 +630,12 @@
               <p class="oe_view_nocontent_create">
                 Click to create a quotation, the first step of a new sale.
               </p><p>
-                Odoo will help you handle efficiently the complete sale flow:
+                Odoo will help you handling efficiently the complete sale flow:
                 from the quotation to the sales order, the
                 delivery, the invoicing and the payment collection.
               </p><p>
-                The social feature helps you organize discussions on each sales
-                order, and allow your customers to keep track of the evolution
-                of the sales order.
+                The social feature helps you organizing discussions on each sales
+                order, and allows your customers to keep track of the sales orders' evolution.
               </p>
             </field>
         </record>
diff --git a/addons/website_quote/data/website_quotation_demo.xml b/addons/website_quote/data/website_quotation_demo.xml
index 4038fcd926e..ed7eeb97555 100644
--- a/addons/website_quote/data/website_quotation_demo.xml
+++ b/addons/website_quote/data/website_quotation_demo.xml
@@ -235,7 +235,7 @@
                                 through our 2000+ automated unit tests.
                             </p><p>
                                 Our automated testing server software is called Runbot,
-                                and you can try it out here: http://runbot.openerp.com.
+                                and you can try it out here: http://runbot.odoo.com.
                                 A dedicated runbot server is available for every
                                 partner.
                             </p>
@@ -275,7 +275,7 @@
                             <h2>Structure of the Training</h2>
                         </div>
                         <div class="col-md-5 col-md-offset-1 mt16 mb16">
-                            <img class="img img-responsive" src="https://www.openerp.com/saas_master/static/site_new/img/layout/online_training.png"/>
+                            <img class="img img-responsive" src="https://www.odoo.com/saas_master/static/site_new/img/layout/online_training.png"/>
                         </div>
                         <div class="col-md-6 mt32">
                             <h4><strong>There are three components to the training</strong></h4>
diff --git a/addons/website_quote/models/order.py b/addons/website_quote/models/order.py
index fe9d3f527d2..0df04707595 100644
--- a/addons/website_quote/models/order.py
+++ b/addons/website_quote/models/order.py
@@ -32,10 +32,10 @@ class sale_quote_template(osv.osv):
     _columns = {
         'name': fields.char('Quotation Template', required=True),
         'website_description': fields.html('Description', translate=True),
-        'quote_line': fields.one2many('sale.quote.line', 'quote_id', 'Quote Template Lines', copy=True),
+        'quote_line': fields.one2many('sale.quote.line', 'quote_id', 'Quotation Template Lines', copy=True),
         'note': fields.text('Terms and conditions'),
         'options': fields.one2many('sale.quote.option', 'template_id', 'Optional Products Lines', copy=True),
-        'number_of_days': fields.integer('Quote Duration', help='Number of days for the validaty date computation of the quotation'),
+        'number_of_days': fields.integer('Quotation Duration', help='Number of days for the validity date computation of the quotation'),
     }
     def open_template(self, cr, uid, quote_id, context=None):
         return {
@@ -140,11 +140,12 @@ class sale_order(osv.osv):
 
     _columns = {
         'access_token': fields.char('Security Token', required=True, copy=False),
-        'template_id': fields.many2one('sale.quote.template', 'Quote Template', readonly=True, states={'draft': [('readonly', False)], 'sent': [('readonly', False)]}),
+        'template_id': fields.many2one('sale.quote.template', 'Quotation Template', readonly=True, states={'draft': [('readonly', False)], 'sent': [('readonly', False)]}),
         'website_description': fields.html('Description'),
         'options' : fields.one2many('sale.order.option', 'order_id', 'Optional Products Lines', readonly=True, states={'draft': [('readonly', False)], 'sent': [('readonly', False)]}),
         'amount_undiscounted': fields.function(_get_total, string='Amount Before Discount', type="float",
-            digits_compute=dp.get_precision('Account'))
+            digits_compute=dp.get_precision('Account')),
+        'quote_viewed': fields.boolean('Quotation Viewed')
     }
 
     def _get_template_id(self, cr, uid, context=None):
@@ -161,6 +162,7 @@ class sale_order(osv.osv):
 
     def open_quotation(self, cr, uid, quote_id, context=None):
         quote = self.browse(cr, uid, quote_id[0], context=context)
+        self.write(cr, uid, quote_id[0], {'quote_viewed': True}, context=context)
         return {
             'type': 'ir.actions.act_url',
             'target': 'self',
@@ -238,7 +240,7 @@ class sale_order(osv.osv):
 
 class sale_quote_option(osv.osv):
     _name = "sale.quote.option"
-    _description = "Quote Option"
+    _description = "Quotation Option"
     _columns = {
         'template_id': fields.many2one('sale.quote.template', 'Quotation Template Reference', ondelete='cascade', select=True, required=True),
         'name': fields.text('Description', required=True, translate=True),
diff --git a/addons/website_quote/static/src/css/website_quotation.css b/addons/website_quote/static/src/css/website_quotation.css
index 28bcf38efc1..6fa917b7621 100644
--- a/addons/website_quote/static/src/css/website_quotation.css
+++ b/addons/website_quote/static/src/css/website_quotation.css
@@ -5,6 +5,13 @@
   border-radius: 5px;
 }
 
+/* mobile preview: the left menu overlaps the quote */
+@media (max-width: 768px) {
+  .o_website_quote .bs-sidebar {
+    position: relative;
+  }
+}
+
 .o_website_quote .bs-sidenav {
    padding-top: 10px;
    padding-bottom: 10px;
diff --git a/addons/website_quote/views/website_quotation_backend.xml b/addons/website_quote/views/website_quotation_backend.xml
index 8341dea667b..ac206c99891 100644
--- a/addons/website_quote/views/website_quotation_backend.xml
+++ b/addons/website_quote/views/website_quotation_backend.xml
@@ -7,14 +7,29 @@
             <field name="inherit_id" ref="sale.view_order_form"/>
             <field name="arch" type="xml">
                 <xpath expr="//header/button[@name='action_button_confirm']" position="before">
-                    <button name="open_quotation" string="Preview Quotation" type="object"
-                        attrs="{'invisible': [('template_id','=',False)]}"/>
+                    <button name="open_quotation" string="Preview Quotation" type="object" class="oe_highlight"
+                        attrs="{'invisible': ['|',('template_id','=',False),('quote_viewed','=',True)]}"/>
+                </xpath>
+                <xpath expr="//header/button[@name='action_button_confirm']" position="before">
+                    <button name="open_quotation" string="Preview Quotation" type="object" attrs="{'invisible': ['|',('template_id','=',False),('quote_viewed','=',False)]}"/>
+                </xpath>
+                <xpath expr="//header/button[@name='action_quotation_send'][1]" position="replace">
+                    <button name="action_quotation_send" string="Send by Email" type="object"
+                        groups="base.group_user"
+                        attrs="{'invisible': ['|',('quote_viewed','=',True),('state','!=', 'draft')]}"/>
+                    <button name="action_quotation_send" string="Send by Email" type="object" groups="base.group_user"
+                        class="oe_highlight"
+                        attrs="{'invisible': ['|',('quote_viewed','=',False),('state','!=', 'draft')]}"/>
+                </xpath>
+                <xpath expr="//header/button[@name='print_quotation'][1]" position="replace">
+                    <button name="print_quotation" string="Print" type="object" states="draft" groups="base.group_user"/>
                 </xpath>
                 <xpath expr="//page[@string='Order Lines']" position="after">
                     <page string="Suggested Products">
                         <label string="Optional Products &amp; Services" for="options"/>
+                        <field name="quote_viewed" invisible="1"/>
                         <field name="options">
-                            <tree string="Sales Quote Template Lines" editable="bottom">
+                            <tree string="Sales Quotation Template Lines" editable="bottom">
                                     <field name="product_id" on_change="on_change_product_id(product_id)"/>
                                     <field name="name"/>
                                     <field name="quantity"/>
@@ -58,7 +73,7 @@
                         <notebook>
                             <page string="Lines">
                             <field name="quote_line">
-                                <form string="Sales Quote Template Lines">
+                                <form string="Sales Quotation Template Lines">
                                     <group>
                                         <group>
                                             <field name="product_id" on_change="on_change_product_id(product_id)"/>
@@ -83,7 +98,7 @@
                                         </page>
                                     </notebook>
                                 </form>
-                                <tree string="Sales Quote Template Lines" editable="bottom">
+                                <tree string="Sales Quotation Template Lines" editable="bottom">
                                     <field name="sequence" widget="handle"/>
                                     <field name="product_id" on_change="on_change_product_id(product_id)"/>
                                     <field name="name"/>
@@ -97,7 +112,7 @@
                         </page>
                         <page string="Suggested Products">
                             <field name="options">
-                              <tree string="Sales Quote Template Lines" editable="bottom">
+                              <tree string="Sales Quotation Template Lines" editable="bottom">
                                 <field name="product_id" on_change="on_change_product_id(product_id)"/>
                                 <field name="name"/>
                                 <field name="quantity"/>
@@ -120,7 +135,7 @@
             <field name="model">sale.quote.template</field>
             <field name="type">tree</field>
             <field name="arch" type="xml">
-                <tree string="Sale Quote Template">
+                <tree string="Sale Quotation Template">
                     <field name="name"/>
                 </tree>
             </field>
@@ -131,6 +146,32 @@
             <field name="res_model">sale.quote.template</field>
             <field name="view_type">form</field>
             <field name="view_mode">tree,form</field>
+            <field name="help" type="html">
+                <p class="oe_view_nocontent_create">
+                    Click here to create your template.
+                </p><p>
+                    Use templates to create polished, professional quotes in minutes.
+                    Send these quotes by email and let your customers sign online.
+                    Use cross-selling and discounts to push and boost your sales.
+                </p>
+            </field>
+        </record>
+
+        <record id="sale.action_quotations" model="ir.actions.act_window">
+            <field name="help" type="html">
+                <p class="oe_view_nocontent_create">
+                    Click to create a quotation, the first step of a new sale.
+                </p><p>
+                    Odoo will help you handling efficiently the complete sale flow:
+                    from the quotation to the sales order, the
+                    delivery, the invoicing and the payment collection.
+                </p><p>
+                    Promote products with a designed quotation template you send by email.
+                </p><p>
+                    The social feature helps you organizing discussions on each sales
+                    order, and allows your customers to keep track of the sales orders' evolution.
+                </p>
+            </field>
         </record>
 
         <menuitem action="action_sale_quotation_template" id="menu_sale_quote_template" parent="base.menu_sales_config" sequence="1" name="Quotation Templates" groups="base.group_sale_salesman,base.group_sale_manager"/>