diff options
Diffstat (limited to 'addons/hr_expense/data/web_planner_data.xml')
| -rw-r--r-- | addons/hr_expense/data/web_planner_data.xml | 110 |
1 files changed, 49 insertions, 61 deletions
diff --git a/addons/hr_expense/data/web_planner_data.xml b/addons/hr_expense/data/web_planner_data.xml index e9369e54b05..11e7cf4c92b 100644 --- a/addons/hr_expense/data/web_planner_data.xml +++ b/addons/hr_expense/data/web_planner_data.xml @@ -5,68 +5,56 @@ <template id="hr_expense_planner"> <t t-call="web_planner.pages"> <t t-call="web_planner.category"> - <t t-set="menu_categorytitle">Automation</t> + <t t-set="menu_categorytitle">Setup</t> <t t-set="menu_categoryclasses" t-value="'fa-magic'"/> <t t-call="web_planner.page"> - <t t-set="page_title">Incoming Emails</t> - <p class="text-muted"> - There are several ways for your company to create expenses with Odoo. - One of them is using your company's generic email address as a trigger - to create a new expense in the system. Try it! Send an email with the - receipt in attachment to the email address below. This will create an - expense in the system with your information automatically set on it. - Be sure that your email address is correctly set on your employee or your - employee's user. Try to set the price in your mail subject and see what - happens. - </p> - <p> - That's the easiest way to integrate Odoo with third party apps. - </p> - <h4>The point of contact <strong>for all your expenses when you're out of office</strong></h4> - <div class="row"> - <div class="col-md-4"> - <div class="well well-sm text-center"> - <h6><span class="fa" data-icon=""/><t t-if="alias_name and alias_domain"> <t t-esc="alias_name"/>@<t t-esc="alias_domain"/></t></h6> - </div> - <div class="well well-sm text-center relative"> - <p> - This email address has been preconfigured as the default - for your sales department.<br/> - <a t-att-href="prepare_backend_url('hr_expense.action_hr_expense_configuration')">(you can change it here)</a> - </p> - <span class="arrow-down"></span> - </div> + <t t-set="page_title">Get Mobile</t> + <t t-if="not (alias_name and alias_domain)"> + <div class="alert alert-warning" role="alert"> + <strong>Your email gateway is not configured.</strong> Please configure your email + gateway from the Settings app, menu <i>General Settings</i>. </div> - <div class="col-md-4 text-center"> - <div class="well well-lg"> - <h4><span class="label label-default text-center odoo_purple">Incoming email</span></h4> - <span class="fa fa-angle-down fa-2x"></span> - <h4><span class="label label-default text-center odoo_purple">Expense</span></h4> - <span class="fa fa-angle-down fa-2x"></span> - <h4><span class="label label-default text-center odoo_purple">Report</span></h4> - <span class="fa fa-angle-down fa-2x"></span> - <h4><span class="label label-default text-center odoo_purple">Validation</span></h4> - <span class="fa fa-angle-down fa-2x"></span> - <h4><span class="label label-default text-center odoo_purple">Payment</span></h4> - </div> - </div> - <div class="col-md-4"> - <div class="well well-lg"> - <p><strong> - <h4><a href="mailto:info@odoo.com?subject=HrExpense%20Planner" target="_blank">Contact Us</a></h4>to setup your own domain - name (e.g. sales@yourcompany.com)</strong></p> - </div> + <p> + Once your email gateway is configured, come back to this screen + to setup the next steps. + </p> + </t> + <t t-if="alias_name and alias_domain"> + <p> + To create expenses by email, take photos of your + receipts and send them by email with the following + information: + </p> + + <dl class="dl-horizontal"> + <dt>From: Your Email</dt> + <dd>Your Email Address</dd> + <dt>To:</dt> + <dd><t t-esc="alias_name"/>@<t t-esc="alias_domain"/></dd> + <dt>Subject: </dt> + <dd><strong class="text-info">[PRODUCT CODE]</strong> Free Description <strong class="text-primary">PRICE</strong></dd> + </dl> + <hr class="mb32"/> + <p> + The <strong class="text-info">PRODUCT CODE</strong> is optional and should be the + internal code of one of your expense product. This + will set the right product automatically on your + expense Odoo. + </p><p> + You can set an optionnal <strong class="text-primary">PRICE</strong> + at the end of the subject of your email. + </p><p class="mb32"> + The photo of the receipt and the description of the email will + be attached to the expense. That way, you get everything attached + to fill the remaining fields later on. + </p> + + <div class="alert alert-info" role="alert"> + <b>Note:</b> Set the same email address on your employee form than + the one you use are your "From:". Otherwise, your + expenses will not be accepted by email. </div> - </div> - <div class="alert alert-info" role="alert"> - <p>Don't forget:</p> - <ul> - <li>Set your email address on your employee. Otherwise, the expense will not be created.</li> - <li>Put your receipt as an attachement. You'll need it one day or another as proof. Let's start directly.</li> - <li>Communicate the email address to your colleagues.</li> - <li>Tip: You can type the expense amount on the mail subject to set it automatically in Odoo. You can also put the product code into brackets if you often use it. By default the product 'Fixed Cost' will be used.</li> - </ul> - </div> + </t> </t> </t> @@ -78,10 +66,10 @@ <h1 class="text-center o_planner_trophy" data-icon="" /> <div class="text-center"> <h1>Congratulations, you're done!</h1> - <h3>We hope this process helped your managing your expenses in a new way.</h3> + <h3>We hope this feature helped you manage your expenses efficiently.</h3> <h4>Don't hesitate to <a href="mailto:info@odoo.com?subject=HrExpense%20Planner" target="_blank">send us an email</a> to describe<br/> your experience or to suggest improvements!</h4> - <p>Have a wonderful day!<br/>- The Odoo Team</p> + <p>Have a wonderful day,<br/>- The Odoo Team</p> <img src="/web_planner/static/src/img/odoo_logo.png"/> </div> </t> @@ -95,7 +83,7 @@ <field name="menu_id" ref="hr_expense.menu_hr_expense_root"/> <field name="planner_application">planner_hr_expense</field> <field name="tooltip_planner"><![CDATA[ - Manage your expenses more efficiently! Create them immediatly by sending the receipts by email! + Send receipts by email to create expenses efficiently. ]]> </field> </record> |