From 7ed9a7fabeb613bf8b2c2980190399e8f9bbaa2b Mon Sep 17 00:00:00 2001
From: Yannick Tivisse <yti@odoo.com>
Date: Thu, 26 Oct 2017 13:48:07 +0200
Subject: [REM] web_planner: Remove the module

Purpose
=======

User tests have been made by the Product Owners team. It showed that the planners are not used by new users on Odoo due to several reasons (They are too static, too heavy to use,...)

Specification
=============

Remove the module and its different applications. The onboarding on the business flow will be improvement in the weeks to come.
---
 addons/hr_expense/data/web_planner_data.xml | 327 ----------------------------
 1 file changed, 327 deletions(-)
 delete mode 100644 addons/hr_expense/data/web_planner_data.xml

(limited to 'addons/hr_expense/data/web_planner_data.xml')

diff --git a/addons/hr_expense/data/web_planner_data.xml b/addons/hr_expense/data/web_planner_data.xml
deleted file mode 100644
index c5d9e719967..00000000000
--- a/addons/hr_expense/data/web_planner_data.xml
+++ /dev/null
@@ -1,327 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-
-<odoo>
-
-    <template id="hr_expense_planner">
-        <t t-call="web_planner.pages">
-            <t t-call="web_planner.page">
-                <t t-set="page_title">Welcome</t>
-                <t t-set="hide_mark_as_done" t-value="True"/>
-                <div class="o_planner_intro">
-                    <p>
-                        This guide helps you start with Odoo Expenses.
-                    </p>
-                    <p>
-                        Use this app to track expenses done by employees and reimbursed by the company, or paid with a company credit cards directly. If a vendor bill is sent to the company for payment, it’s better to use Vendor Bills instead of expenses in the Accounting app.
-                    </p>
-                    <p>
-                        Expenses follow this flow:
-                    </p>
-                    <ul>
-                        <li><strong>Employee(s) record expenses, </strong>and send expense reports to their manager;</li>
-                        <li><strong>Manager(s) approve or refuse expense reports;</strong></li>
-                        <li><strong>The accounting department posts journal entries and reimburses employees </strong></li>(if the expense has been paid by the employee directly);
-                        <li>Optionally, <strong>expenses are invoiced to the customer afterwards.</strong></li>
-                    </ul>
-                    <p>
-                        Once setup, you get an efficient expenses tracking process for all your employees.
-                    </p>
-                    <p>Enjoy your Odoo experience,
-                    </p>
-                    <div class="mt32">
-                        <img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>
-                        <address>
-                            For the Odoo Team,<br/>
-                            Fabien Pinckaers, Founder
-                        </address>
-                    </div>
-                </div>
-            </t>
-            <t t-call="web_planner.category">
-                <t t-set="menu_categorytitle">Expense Flow</t>
-                <t t-set="menu_categoryclasses" t-value="'fa fa-usd'"/>
-                <t t-call="web_planner.page">
-                    <t t-set="page_title">Expense Types</t>
-                    <p class="text-muted">
-                        The first step if to
-                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-set-expense-types" target="blank">
-                            configure the expense types
-                        </a>
-                        that your company allows. Here are some examples:
-                    </p>
-                    <div class="o_planner_paragraphs">
-                        <div class="row">
-                            <div class="col-md-2 fa fa-cutlery fa-2x icon"/>
-                            <div class="col-md-10">
-                                <p>
-                                    <strong>Restaurant</strong><br/>
-                                    Cost: 0.00 <i>(the cost of the ticket will be recorded on every expense)</i>
-                                 </p>
-                            </div>
-                            <div class="col-md-2 fa fa-car fa-2x icon"/>
-                            <div class="col-md-10">
-                                <p>
-                                    <strong>Travel with Personal Car</strong><br/>
-                                    Cost: 0.30 <i>(the price per mile reimbursed by the company is fixed)</i>
-                                 </p>
-                            </div>
-                            <div class="col-md-2 fa fa-bed fa-2x icon"/>
-                            <div class="col-md-10">
-                                <p>
-                                    <strong>Hotel</strong><br/>
-                                    Cost: 0.00 <i>(the cost of the ticket will be recorded on every expense)</i>
-                                 </p>
-                            </div>
-                            <div class="col-md-2 fa fa-usd fa-2x icon"/>
-                            <div class="col-md-10">
-                                <p>
-                                    <strong>Others</strong><br/>
-                                    Cost: 0.00
-                                 </p>
-                            </div>
-                        </div>
-                    </div>
-                    <p>
-                        <a t-att-href="prepare_backend_url('hr_expense.hr_expense_product')">Configure expense types
-                        </a>
-                    </p>
-                </t>
-                <t t-call="web_planner.page">
-                    <t t-set="page_title">Recording Mode</t>
-                    <p class="text-muted">
-                        As employees, there are
-                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-record-expenses" target="_blank">2 ways to record expenses:</a>
-                    </p>
-                    <div class="row">
-                        <div class="col-md-6">
-                            <div class="panel panel-success">
-                                <div class="panel-heading">
-                                    <span class="panel-title">
-                                        <strong>Classic encoding</strong><br/>
-                                        <span class="small">Log in in the system</span>
-                                    </span>
-                                </div>
-                                <div class="panel-body">
-                                    <ul>
-                                        <li>
-                                            <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">
-                                                Populate your list of employees
-                                            </a>
-                                        </li>
-                                        <li>
-                                            <a t-att-href="prepare_backend_url('hr_expense.hr_expense_actions_my_unsubmitted', 'kanban')">Record a first expense
-                                            </a>
-                                        </li>
-                                    </ul>
-                                </div>
-                            </div>
-                        </div>
-                        <div class="col-md-6">
-                            <div class="panel panel-success">
-                                <div class="panel-heading">
-                                    <span class="panel-title">
-                                        <strong>By email (advised)</strong><br/>
-                                        <span class="small">Send a snapshot whenever you get an expense</span>
-                                    </span>
-                                </div>
-                                <div class="panel-body">
-                                    <ul>
-                                        <li>
-                                            <a t-att-href="prepare_backend_url('base_setup.action_general_configuration')">
-                                                Set an email alias
-                                            </a>
-                                            (e.g. expenses@mycompany.odoo.com)
-                                        </li>
-                                        <li>
-                                            <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">
-                                                Create employees with a Work Email
-                                            </a>
-                                            (only such email addresses are authorized)
-                                        </li>
-                                        <li>
-                                            <a href="mailto:expenses@mycompany.odoo.com?subject=HrExpense%20Planner" target="_blank">
-                                                Send an expense by email
-                                            </a>
-                                        </li>
-                                    </ul>
-                                </div>
-                            </div>
-                        </div>
-                    </div>
-                </t>
-                <t t-call="web_planner.page">
-                    <t t-set="page_title">Submit for Approval</t>
-                    <p class="text-muted">
-                        The next step is to settle an internal policy to
-                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-submit-expenses-to-managers" target="_blank">submit expenses to managers
-                        </a>
-                    </p>
-                    <div class="row">
-                        <div class="col-md-6">
-                            <div class="panel panel-success">
-                                <div class="panel-heading">
-                                    <span class="panel-title">
-                                        <strong>One at a time</strong><br/>
-                                        <span class="small">Advised if few expenses</span>
-                                    </span>
-                                </div>
-                                <div class="panel-body">
-                                    <ul>
-                                        <li>Quicker to get reimbursed</li>
-                                    </ul>
-                                </div>
-                            </div>
-                        </div>
-                        <div class="col-md-6">
-                            <div class="panel panel-success">
-                                <div class="panel-heading">
-                                    <span class="panel-title">
-                                        <strong>In batch (one report)</strong><br/>
-                                        <span class="small">Advised if lots of expenses</span>
-                                    </span>
-                                </div>
-                                <div class="panel-body">
-                                    <ul>
-                                        <li>Business trip</li>
-                                        <li>Once a month</li>
-                                    </ul>
-                                </div>
-                            </div>
-                        </div>
-                    </div>
-                    <p class="text-muted">
-                        Depending on your company structure, the
-                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-approve-expenses" target="_blank">approval process
-                        </a> can be:
-                    </p>
-                    <div class="row">
-                        <div class="col-md-6">
-                            <div class="panel panel-success">
-                                <div class="panel-heading">
-                                    <span class="panel-title">
-                                        <strong>Centralized</strong><br/>
-                                        <span class="small">HR officer, manager</span>
-                                    </span>
-                                </div>
-                                <div class="panel-body">
-                                    <ul>
-                                        <li>
-                                            <a t-att-href="prepare_backend_url('base.action_res_users')">Grant this user with “Manager” rights for Expense app</a>
-                                        </li>
-                                        <li>
-                                            <a t-att-href="prepare_backend_url('hr_expense.action_hr_expense_sheet_all_to_approve')">Review expenses to approve</a>
-                                        </li>
-                                    </ul>
-                                </div>
-                            </div>
-                        </div>
-                        <div class="col-md-6">
-                            <div class="panel panel-success">
-                                <div class="panel-heading">
-                                    <span class="panel-title">
-                                        <strong>Decentralized</strong><br/>
-                                        <span class="small">Employee’s team manager</span>
-                                    </span>
-                                </div>
-                                <div class="panel-body">
-                                    <ul>
-                                        <li>
-                                            <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">Set a manager in the employee form</a>
-                                        </li>
-                                        <li>
-                                            <a t-att-href="prepare_backend_url('base.action_res_users')">Grant such users with “Officer” rights for Expense app</a>
-                                        </li>
-                                    </ul>
-                                </div>
-                            </div>
-                        </div>
-                    </div>
-                </t>
-            </t>
-            <t t-call="web_planner.category">
-                <t t-set="menu_categorytitle">Reimbursement</t>
-                <t t-set="menu_categoryclasses" t-value="'fa-bolt'"/>
-                <t t-call="web_planner.page">
-                    <t t-set="page_title">Reimbursement</t>
-                    <p class="text-muted">
-                        Once expense reports approved by managers, the accounting department checks accounts, products and taxes used. Then they
-                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-post-expenses-in-accounting" target="_blank"> post them into the books</a> and <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-reimburse-employees" target="blank">proceed with the employee reimbursement</a>.
-                    </p>
-                    <p>
-                        To do:
-                        <ul>
-                            <li><a>Grant such accountants with following access rights:</a>
-                                <ul>
-                                    <li>Accounting: Accountant or Adviser</li>
-                                    <li>Expenses: Manager</li>
-                                </ul>
-                            </li>
-                            <li>
-                                <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">Set Home Address to employees</a>(used for reimbursement)
-                            </li>
-                            <li>
-                                <a href="https://www.odoo.com/documentation/user/10.0/accounting/payables.html" target="blank">See how to manage payables</a>
-                            </li>
-                        </ul>
-                    </p>
-                </t>
-
-                <t t-call="web_planner.page">
-                    <t t-set="page_title">Invoice Customers</t>
-                    <p class="text-muted">
-                        If you track expenses on customer projects, you can charge them <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-reinvoice-expenses-to-your-customers" target="blank">back to your customers automatically</a>. Here are some advises to avoid conflictual situations:
-                    </p>
-                    <ul>
-                        <li>Agree in advance with the customer:
-                            <ul>
-                                <li>What it covers and what are the limits</li>
-                                <li>Invoicing at cost vs. at negotiated price</li>
-                                <li>When you charge</li>
-                            </ul>
-                        </li>
-                        <li>Provide your customer with detailed reports (along with copies of receipts)</li>
-                        <li>Ask your expert accountant what tax must be claimed to your customer</li>
-                    </ul>
-                    <p>
-                        To do:
-                        <ul>
-                            <li><a t-att-href="prepare_backend_url('hr_expense.hr_expense_product', 'kanban')">Set invoicing method on expense products</a></li>
-                            <li><a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'sale')">Install Sales app</a></li>
-                            <li><a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'account_analytic_default')">Install Analytic Accounting add-on</a></li>
-                            <li><a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-reinvoice-expenses-to-your-customers" target="_blank">See how to invoice expenses</a></li>
-                        </ul>
-                    </p>
-                </t>
-            </t>
-
-            <t t-call="web_planner.page">
-                <t t-set="page_title">End</t>
-                <t t-set="hide_title" t-value="True"/>
-                <t t-set="hide_from_menu" t-value="True"/>
-                <t t-set="hide_mark_as_done" t-value="True"/>
-                <h1 class="text-center o_planner_trophy" data-icon="&#xe006;" />
-                <div class="text-center">
-                    <h1>Congratulations, you're done!</h1>
-                    <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>
-                    <img src="/web_planner/static/src/img/odoo_logo.png"/>
-                </div>
-            </t>
-        </t>
-    </template>
-
-    <!--Planner Data-->
-    <record id="planner_hr_expense" model="web.planner">
-        <field name="name">Expense strategy planner</field>
-        <field name="view_id" ref="hr_expense_planner"/>
-        <field name="menu_id" ref="hr_expense.menu_hr_expense_root"/>
-        <field name="planner_application">planner_hr_expense</field>
-        <field name="tooltip_planner"><![CDATA[
-            Send receipts by email to create expenses efficiently.
-            ]]>
-        </field>
-    </record>
-
-</odoo>
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