[IMP] sale,account: Fix/improve miscellaneous points on the onboarding bars

Purpose
=======

Clean some stuff on the onboarding bars:

- Payment setting should be activated in sales settings if a payment acquirer is
  activated from the sales bar, otherwise the customer can't pay with the acquirer
- No email is sent with sample documents -> sending to yourself using the chatter doesn't work...
- Select "sign online" by default
- Improve payment instructions
- Improve the default thank you message on payment acquirer accordingly (when no bank defined)
- Choose a custom payment method -> mark the step as done
- Improve buttons wording:
- Put a pointer cursor when hovering on done steps
- Fix typo : instructions -> Instructions
- Fix layout issue on tax screen

8 files changed, 23 insertions, 14 deletions

diff --git a/addons/account/models/company.py b/addons/account/models/company.py
index c9a898d626f..34cdf0738ec 100644
--- a/addons/account/models/company.py
+++ b/addons/account/models/company.py
@@ -508,6 +508,7 @@ Best Regards,'''))
             'mark_invoice_as_sent': True,
             'custom_layout': 'mail.mail_notification_borders',
             'force_email': True,
+            'mail_notify_author': True,
         }
         return action
 
diff --git a/addons/account/views/account_onboarding_templates.xml b/addons/account/views/account_onboarding_templates.xml
index be2613666f9..ee97c120485 100644
--- a/addons/account/views/account_onboarding_templates.xml
+++ b/addons/account/views/account_onboarding_templates.xml
@@ -19,7 +19,7 @@
             <t t-set="description">
                 Send an invoice to test the customer portal.
             </t>
-            <t t-set="btn_text">Send Sample</t>
+            <t t-set="btn_text">Send sample</t>
             <t t-set="done_text">Sample invoice sent!</t>
             <t t-set="method" t-value="'action_open_account_onboarding_sample_invoice'" />
             <t t-set="model" t-value="'res.company'" />
@@ -150,7 +150,7 @@
         <t t-call="base.onboarding_step">
             <t t-set="title">Taxes</t>
             <t t-set="description">Choose a default sales tax for your products.</t>
-            <t t-set="btn_text">I'm ready</t>
+            <t t-set="btn_text">Set taxes</t>
             <t t-set="done_text">Step Completed!</t>
             <t t-set="method" t-value="'action_open_account_onboarding_sale_tax'" />
             <t t-set="model" t-value="'res.company'" />
@@ -164,8 +164,8 @@
         <field name="priority">1000</field>
         <field name="arch" type="xml">
             <form>
-                <div>Choose a default sales tax for your products.</div>
-                <label for="account_sale_tax_id" string="Sales tax"/>
+                <div class="mb16">Choose a default sales tax for your products.</div>
+                <label for="account_sale_tax_id" string="Sales Tax"/>
                 <field name="account_sale_tax_id" />
                 <footer>
                     <button string="Apply" class="btn btn-primary" type="object" name="action_save_onboarding_sale_tax" />
diff --git a/addons/payment/views/payment_acquirer_onboarding_templates.xml b/addons/payment/views/payment_acquirer_onboarding_templates.xml
index b200dac5f27..45b67e57329 100644
--- a/addons/payment/views/payment_acquirer_onboarding_templates.xml
+++ b/addons/payment/views/payment_acquirer_onboarding_templates.xml
@@ -5,7 +5,7 @@
         <t t-call="base.onboarding_step">
             <t t-set="title">Payment Method</t>
             <t t-set="description">Configure your payment methods.</t>
-            <t t-set="btn_text">Set Payments</t>
+            <t t-set="btn_text">Set payments</t>
             <t t-set="done_text">Payment method set!</t>
             <t t-set="method" t-value="'action_open_payment_onboarding_payment_acquirer'" />
             <t t-set="model" t-value="'res.company'" />
@@ -61,9 +61,9 @@
                             </div>
 
                             <div attrs="{'invisible': [('payment_method', '!=', 'other')]}">
-                                <a type="action" role="button" name="payment.action_payment_acquirer">
+                                <button type="object" name="action_onboarding_other_payment_acquirer">
                                     Check here
-                                </a>
+                                </button>
                                 to choose another payment method.
                             </div>
                             <div attrs="{'invisible': [('payment_method', '!=', 'manual')]}">
diff --git a/addons/payment/wizards/payment_acquirer_onboarding_wizard.py b/addons/payment/wizards/payment_acquirer_onboarding_wizard.py
index 80cb9e21799..e3ea6ffead7 100644
--- a/addons/payment/wizards/payment_acquirer_onboarding_wizard.py
+++ b/addons/payment/wizards/payment_acquirer_onboarding_wizard.py
@@ -25,11 +25,12 @@ class PaymentWizard(models.TransientModel):
     manual_name = fields.Char("Method",  default=lambda self: self._get_default_payment_acquirer_onboarding_value('manual_name'))
     journal_name = fields.Char("Bank Name", default=lambda self: self._get_default_payment_acquirer_onboarding_value('journal_name'))
     acc_number = fields.Char("Account Number",  default=lambda self: self._get_default_payment_acquirer_onboarding_value('acc_number'))
-    manual_post_msg = fields.Html("Payment instructions")
+    manual_post_msg = fields.Html("Payment Instructions")
 
     @api.onchange('journal_name', 'acc_number')
     def _set_manual_post_msg_value(self):
-        self.manual_post_msg = _('Please make a payment to %s  %s') % (self.journal_name or _("Bank") , self.acc_number or _("Account"))
+        self.manual_post_msg = _('Please make a payment to <ul><li>Bank: %s</li><li>Account Number: %s</li><li>Account Holder: %s</li></ul>') %\
+                               (self.journal_name or _("Bank") , self.acc_number or _("Account"), self.env.user.company_id.name)
 
     _payment_acquirer_onboarding_cache = {}
     _data_fetched = False
@@ -137,3 +138,8 @@ class PaymentWizard(models.TransientModel):
 
     def _set_payment_acquirer_onboarding_step_done(self):
         self.env.user.company_id.set_onboarding_step_done('payment_acquirer_onboarding_state')
+
+    def action_onboarding_other_payment_acquirer(self):
+        self._set_payment_acquirer_onboarding_step_done()
+        action = self.env.ref('payment.action_payment_acquirer').read()[0]
+        return action
diff --git a/addons/sale/models/res_company.py b/addons/sale/models/res_company.py
index f8979ef849d..77264e51557 100644
--- a/addons/sale/models/res_company.py
+++ b/addons/sale/models/res_company.py
@@ -81,6 +81,7 @@ class ResCompany(models.Model):
             'custom_layout': 'mail.mail_notification_paynow',
             'proforma': self.env.context.get('proforma', False),
             'force_email': True,
+            'mail_notify_author': True,
         }
         return action
 
diff --git a/addons/sale/views/sale_onboarding_views.xml b/addons/sale/views/sale_onboarding_views.xml
index c429991d7f2..8e6e9adcbd8 100644
--- a/addons/sale/views/sale_onboarding_views.xml
+++ b/addons/sale/views/sale_onboarding_views.xml
@@ -7,6 +7,7 @@
             <t t-set="description">Customize the look of your quotations.</t>
             <t t-set="done_icon" t-value="'fa-star'" />
             <t t-set="done_text">Looks great!</t>
+            <t t-set="btn_text">Customize</t>
             <t t-set="method" t-value="'action_open_sale_onboarding_quotation_layout'" />
             <t t-set="model" t-value="'res.company'" />
             <t t-set="state" t-value="state.get('account_onboarding_invoice_layout_state')" />
@@ -16,6 +17,7 @@
         <t t-call="base.onboarding_step">
             <t t-set="title">Confirmation &amp; Payment</t>
             <t t-set="description">Choose how to confirm quotations and get paid.</t>
+            <t t-set="btn_text">Set payments</t>
             <t t-set="method" t-value="'action_open_sale_onboarding_payment_acquirer'" />
             <t t-set="model" t-value="'res.company'" />
             <t t-set="state" t-value="state.get('sale_onboarding_order_confirmation_state')" />
@@ -25,6 +27,7 @@
         <t t-call="base.onboarding_step">
             <t t-set="title">Sample Quotation</t>
             <t t-set="description">Send a quotation to test the customer portal.</t>
+            <t t-set="btn_text">Send sample</t>
             <t t-set="method" t-value="'action_open_sale_onboarding_sample_quotation'" />
             <t t-set="model" t-value="'res.company'" />
             <t t-set="state" t-value="state.get('sale_onboarding_sample_quotation_state')" />
diff --git a/addons/sale/wizard/payment_acquirer_onboarding_wizard.py b/addons/sale/wizard/payment_acquirer_onboarding_wizard.py
index dba92f9d8ee..2b7212437db 100644
--- a/addons/sale/wizard/payment_acquirer_onboarding_wizard.py
+++ b/addons/sale/wizard/payment_acquirer_onboarding_wizard.py
@@ -11,7 +11,7 @@ class PaymentWizard(models.TransientModel):
     _name = 'sale.payment.acquirer.onboarding.wizard'
 
     def _get_default_payment_method(self):
-        return self.env.user.company_id.sale_onboarding_payment_method
+        return self.env.user.company_id.sale_onboarding_payment_method or 'digital_signature'
 
     payment_method = fields.Selection([
         ('digital_signature', 'Sign online'),
@@ -26,7 +26,6 @@ class PaymentWizard(models.TransientModel):
         """ Override. """
         self.env.user.company_id.set_onboarding_step_done('sale_onboarding_order_confirmation_state')
 
-
     def _on_save_payment_acquirer(self, *args, **kwargs):
         """ Override """
         self._install_module('sale_payment')
@@ -37,8 +36,7 @@ class PaymentWizard(models.TransientModel):
         self.env.user.company_id.sale_onboarding_payment_method = self.payment_method
         if self.payment_method == 'digital_signature':
             self.env.user.company_id.portal_confirmation_sign = True
-        if self.payment_method in ('paypal', 'stripe'):
+        if self.payment_method in ('paypal', 'stripe', 'manual'):
             self.env.user.company_id.portal_confirmation_pay = True
 
-
         return super(PaymentWizard, self).add_payment_methods(*args, **kwargs)
diff --git a/odoo/addons/base/static/src/scss/onboarding.scss b/odoo/addons/base/static/src/scss/onboarding.scss
index 283d3dc3f6b..cf1c886090e 100644
--- a/odoo/addons/base/static/src/scss/onboarding.scss
+++ b/odoo/addons/base/static/src/scss/onboarding.scss
@@ -36,7 +36,7 @@ $o-onboarding-violet-ui-2: #FBEEC8;
     .o_onboarding_wrap {
         padding: $o-horizontal-padding*2 $o-horizontal-padding;
     }
-    .o_onboarding_step_title {
+    .o_onboarding_step_title, a.o_onboarding_all_done {
         cursor: pointer;
     }