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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ONBOARDING STEPS -->
<template id="onboarding_invoice_layout_step">
<t t-call="base.onboarding_step">
<t t-set="title">Invoice Layout</t>
<t t-set="description">Customize the look of your invoices.</t>
<t t-set="done_icon" t-value="'fa-star'" />
<t t-set="btn_text">Customize</t>
<t t-set="done_text">Looks great!</t>
<t t-set="method" t-value="'action_open_base_document_layout'" />
<t t-set="model" t-value="'base.document.layout'" />
<t t-set="state" t-value="state.get('account_onboarding_invoice_layout_state')" />
</t>
</template>
<template id="onboarding_create_invoice_step">
<t t-call="base.onboarding_step">
<t t-set="title">Create Invoice</t>
<t t-set="description">
Create your first invoice.
</t>
<t t-set="btn_text">Create</t>
<t t-set="done_text">First invoice sent!</t>
<t t-set="method" t-value="'action_open_account_onboarding_create_invoice'" />
<t t-set="model" t-value="'res.company'" />
<t t-set="state" t-value="state.get('account_onboarding_create_invoice_state')" />
</t>
</template>
<template id="onboarding_bank_account_step">
<t t-call="base.onboarding_step">
<t t-set="title">Bank Account</t>
<t t-set="description">Setup your bank account to sync bank feeds.</t>
<t t-set="btn_text">Add a bank</t>
<t t-set="done_text">Step Completed!</t>
<t t-set="method" t-value="'setting_init_bank_account_action'" />
<t t-set="model" t-value="'res.company'" />
<t t-set="state" t-value="state.get('account_setup_bank_data_state')" />
</t>
</template>
<template id="onboarding_fiscal_year_step">
<t t-call="base.onboarding_step">
<t t-set="title">Accounting Periods</t>
<t t-set="description">Define your fiscal years & tax returns periodicity.</t>
<t t-set="btn_text">Configure</t>
<t t-set="done_text">Step Completed!</t>
<t t-set="method" t-value="'setting_init_fiscal_year_action'" />
<t t-set="model" t-value="'res.company'" />
<t t-set="state" t-value="state.get('account_setup_fy_data_state')" />
</t>
</template>
<template id="onboarding_chart_of_account_step">
<t t-call="base.onboarding_step">
<t t-set="title">Chart of Accounts</t>
<t t-set="description">Setup your chart of accounts and record initial balances.</t>
<t t-set="btn_text">Review</t>
<t t-set="done_text">Chart of account set.</t>
<t t-set="method" t-value="'setting_chart_of_accounts_action'" />
<t t-set="model" t-value="'res.company'" />
<t t-set="state" t-value="state.get('account_setup_coa_state')" />
</t>
</template>
<template id="dashboard_onboarding_bill_step">
<t t-call="base.onboarding_step">
<t t-set="title">First Bill</t>
<t t-set="description">Digitalize your vendor bills with OCR and Artificial Intelligence.</t>
<t t-set="btn_text">Let's start!</t>
<t t-set="done_text">All done!</t>
<t t-set="method" t-value="'setting_upload_bill_wizard'"/>
<t t-set="model" t-value="'account.move'"/>
<t t-set="state" t-value="state.get('account_setup_bill_state')"/>
</t>
</template>
<!-- ONBOARDING PANELS -->
<template id="account_invoice_onboarding_panel" name="account.invoice.onboarding.panel">
<t t-call="base.onboarding_container">
<t t-set="classes" t-value="'o_onboarding_blue'"/>
<t t-set="bg_image" t-value="'/account/static/src/img/account_invoice_onboarding_bg.jpg'"/>
<t t-set="close_method" t-value="'action_close_account_invoice_onboarding'"/>
<t t-set="close_model" t-value="'res.company'"/>
<t t-set="text_completed">Congratulations! You are all set.</t>
<t t-call="base.onboarding_company_step" name="company_step" />
<t t-call="account.onboarding_invoice_layout_step" name="invoice_layout_step" />
<t t-call="account.onboarding_create_invoice_step" name="create_invoice_step" />
</t>
</template>
<template id="account_dashboard_onboarding_panel" name="account.dashboard.onboarding.panel">
<t t-call="base.onboarding_container">
<t t-set="classes" t-value="'o_onboarding_orange'"/>
<t t-set="bg_image" t-value="'/account/static/src/img/account_dashboard_onboarding_bg.jpg'"/>
<t t-set="close_method" t-value="'action_close_account_dashboard_onboarding'"/>
<t t-set="close_model" t-value="'res.company'"/>
<t t-call="account.dashboard_onboarding_bill_step" name="company_step" />
<t t-call="account.onboarding_bank_account_step" name="bank_account_step" />
<t t-call="account.onboarding_fiscal_year_step" name="fiscal_year_step" />
<t t-call="account.onboarding_chart_of_account_step" name="chart_of_account_step" />
</t>
</template>
<!-- SAMPLE INVOICE EMAIL -->
<record id="action_open_account_onboarding_create_invoice" model="ir.actions.act_window">
<field name="name">Create first invoice</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">account.move</field>
<field name="view_mode">form</field>
<field name="view_id" ref="account.view_move_form" />
<field name="context">{'default_move_type': 'out_invoice'}</field>
</record>
<!-- SALE TAX -->
<template id="onboarding_sale_tax_step">
<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">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'" />
<t t-set="state" t-value="state.get('account_onboarding_sale_tax_state')" />
</t>
</template>
<record id="account_invoice_onboarding_sale_tax_form" model="ir.ui.view">
<field name="name">account.invoice.layout.onboarding.form</field>
<field name="model">res.company</field>
<field name="mode">primary</field>
<field name="priority">1000</field>
<field name="arch" type="xml">
<form>
<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" />
<button string="Cancel" class="btn-secondary" special="cancel" />
</footer>
</form>
</field>
</record>
<record id="action_open_account_onboarding_sale_tax" model="ir.actions.act_window">
<field name="name">Sales tax</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">res.company</field>
<field name="view_mode">form</field>
<field name="view_id" ref="account_invoice_onboarding_sale_tax_form" />
<field name="target">new</field>
</record>
</odoo>
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