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authorNasreddin (bon) <bon@odoo.com>2020-04-06 10:33:14 +0000
committerThibault Delavallée <tde@odoo.com>2020-04-14 11:33:40 +0000
commitafe40caf685268ec2b4521ec0ea25f69150cf08b (patch)
tree9856ff592e6896059d480d093e959505eb34e562 /addons/purchase
parent376891294788706753b056f0151d198f0a493c64 (diff)
[IMP] purchase, purchase_stock: add an onboarding tour
Improve onboarding and guide first clicks of users in the purchase application to create a purchase order. In case Stock module is installed, it will also guide the users through the receipt first clicks process. Task ID 2219988 closes odoo/odoo#49031 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Diffstat (limited to 'addons/purchase')
-rw-r--r--addons/purchase/static/src/js/tours/purchase.js136
-rw-r--r--addons/purchase/views/assets.xml3
2 files changed, 139 insertions, 0 deletions
diff --git a/addons/purchase/static/src/js/tours/purchase.js b/addons/purchase/static/src/js/tours/purchase.js
new file mode 100644
index 00000000000..a3b70fa4edc
--- /dev/null
+++ b/addons/purchase/static/src/js/tours/purchase.js
@@ -0,0 +1,136 @@
+odoo.define('purchase.purchase_steps', function (require) {
+"use strict";
+
+var core = require('web.core');
+
+var PurchaseAdditionalTourSteps = core.Class.extend({
+
+ _get_purchase_stock_steps: function () {
+ return [
+ {
+ auto: true, // Useless final step to trigger congratulation message
+ trigger: ".o_purchase_order",
+ },
+ ];
+ },
+
+});
+
+return PurchaseAdditionalTourSteps;
+
+});
+
+odoo.define('purchase.tour', function(require) {
+"use strict";
+
+var core = require('web.core');
+var tour = require('web_tour.tour');
+
+var _t = core._t;
+var PurchaseAdditionalTourSteps = require('purchase.purchase_steps');
+
+tour.register('purchase_tour' , {
+ url: "/web"
+}, [tour.stepUtils.showAppsMenuItem(), {
+ trigger: '.o_app[data-menu-xmlid="purchase.menu_purchase_root"]',
+ content: _t("Let's try the Purchase app to manage the flow from purchase to reception and invoice control."),
+ position: 'right',
+ edition: 'community'
+}, {
+ trigger: '.o_app[data-menu-xmlid="purchase.menu_purchase_root"]',
+ content: _t("Let's try the Purchase app to manage the flow from purchase to reception and invoice control."),
+ position: 'bottom',
+ edition: 'enterprise'
+}, {
+ trigger: ".o_list_button_add",
+ extra_trigger: ".o_purchase_order",
+ content: _t("Let's create your first request for quotation. <br/><i>Note that colored buttons usually point to the next logical actions.</i>"),
+ position: "bottom",
+}, {
+ trigger: ".o_form_editable .o_field_many2one[name='partner_id']",
+ extra_trigger: ".o_purchase_order",
+ content: _t("Search a vendor name, or create one on the fly."),
+ position: "bottom",
+ run: function (actions) {
+ actions.text("Agrolait", this.$anchor.find("input"));
+ },
+}, {
+ trigger: ".ui-menu-item > a",
+ auto: true,
+ in_modal: false,
+}, {
+ trigger: ".o_field_x2many_list_row_add > a",
+ extra_trigger: ".o_field_many2one[name='partner_id'] .o_external_button",
+ content: _t("Click here to add some products or services to your quotation."),
+ position: "bottom",
+}, {
+ trigger: ".o_field_widget[name=product_id], .o_field_widget[name=product_template_id]",
+ extra_trigger: ".o_purchase_order",
+ content: _t("Select a product, or create a new one on the fly."),
+ position: "right",
+ run: function (actions) {
+ var $input = this.$anchor.find('input');
+ actions.text("DESK0001", $input.length === 0 ? this.$anchor : $input);
+ // fake keydown to trigger search
+ var keyDownEvent = jQuery.Event("keydown");
+ keyDownEvent.which = 42;
+ this.$anchor.trigger(keyDownEvent);
+ var $descriptionElement = $('.o_form_editable textarea[name="name"]');
+ // when description changes, we know the product has been created
+ $descriptionElement.change(function () {
+ $descriptionElement.addClass('product_creation_success');
+ });
+ },
+}, {
+ trigger: '.ui-menu.ui-widget .ui-menu-item a:contains("DESK0001")',
+ auto: true,
+}, {
+ trigger: '.o_form_editable textarea[name="name"].product_creation_success',
+ auto: true,
+ run: function () {} // wait for product creation
+}, {
+ trigger: ".o_form_editable input[name='product_qty'] ",
+ extra_trigger: ".o_purchase_order",
+ content: _t("Indicate the product quantity you want to order."),
+ position: "right",
+ run: 'text 12.0'
+},
+...tour.stepUtils.statusbarButtonsSteps('Send by Email', _t("Send the request for quotation to your vendor."), ".o_statusbar_buttons button[name='action_rfq_send']"),
+{
+ trigger: ".modal-content",
+ auto: true,
+ run: function(actions){
+ // Check in case user must add email to vendor
+ var $input = $(".modal-content input[name='email']");
+ if ($input.length) {
+ actions.text("agrolait@example.com", $input);
+ actions.click($(".modal-footer button"));
+ }
+ }
+}, {
+ trigger: ".modal-footer button[name='action_send_mail']",
+ extra_trigger: ".modal-footer button[name='action_send_mail']",
+ content: _t("Send the request for quotation to your vendor."),
+ position: "bottom",
+ run: 'click',
+}, {
+ trigger: ".ui-sortable-handle",
+ extra_trigger: ".o_purchase_order",
+ content: _t("Click here to edit or move the quotation line."),
+ position: "bottom",
+ run: 'click',
+}, {
+ trigger: ".o_form_editable input[name='price_unit']",
+ extra_trigger: ".o_form_editable input[name='price_unit']",
+ content: _t("Once you get the price from the vendor, you can complete the purchase order with the right price."),
+ position: "right",
+ run: 'text 200.00'
+}, {
+ auto: true,
+ trigger: ".o_purchase_order",
+ run: 'click',
+}, ...tour.stepUtils.statusbarButtonsSteps('Confirm Order', _t("Confirm your purchase.")),
+...new PurchaseAdditionalTourSteps()._get_purchase_stock_steps(),
+]);
+
+});
diff --git a/addons/purchase/views/assets.xml b/addons/purchase/views/assets.xml
index ab552c0d4f0..1532d8b70eb 100644
--- a/addons/purchase/views/assets.xml
+++ b/addons/purchase/views/assets.xml
@@ -5,5 +5,8 @@
<link rel="stylesheet" type="text/scss" href="/purchase/static/src/scss/purchase.scss"/>
<script type="text/javascript" src="/purchase/static/src/js/purchase_dashboard.js"></script>
</xpath>
+ <xpath expr="script[last()]" position="after">
+ <script type="text/javascript" src="/purchase/static/src/js/tours/purchase.js"></script>
+ </xpath>
</template>
</odoo>