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Ernad Husremovic 2026-03-09 09:30:07 +01:00
parent ba20ce7443
commit 768b70e05e
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odoo-bringout-oca-ocb-account/account/data/onboarding_data.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<!-- ONBOARDING STEPS -->
<!-- INVOICING -->
<record id="onboarding_onboarding_step_company_data" model="onboarding.onboarding.step">
<field name="title">Set Company Data</field>
<field name="description">Set your company's data for documents header/footer.</field>
<field name="button_text">Let's start!</field>
<field name="done_text">Looks great!</field>
<field name="panel_step_open_action_name">action_open_step_company_data</field>
<field name="step_image" type="base64" file="base/static/img/onboarding_company-data.png"></field>
<field name="step_image_filename">onboarding_company-data.png</field>
<field name="step_image_alt">Onboarding Company Data</field>
<field name="sequence">1</field>
</record>
<record id="onboarding_onboarding_step_base_document_layout" model="onboarding.onboarding.step">
<field name="title">Documents Layout</field>
<field name="description">Customize the look of your documents.</field>
<field name="button_text">Customize</field>
<field name="done_text">Looks great!</field>
<field name="panel_step_open_action_name">action_open_step_base_document_layout</field>
<field name="step_image" type="base64" file="base/static/img/onboarding_quotation-layout.png"></field>
<field name="step_image_filename">onboarding_quotation-layout.png</field>
<field name="step_image_alt">Onboarding Documents Layout</field>
<field name="sequence">3</field>
</record>
<!-- DASHBOARD -->
<record id="onboarding_onboarding_step_fiscal_year" model="onboarding.onboarding.step">
<field name="title">Set Periods</field>
<field name="description">Define your fiscal years &amp; tax returns periodicity.</field>
<field name="button_text">Configure</field>
<field name="done_text">Step completed!</field>
<field name="panel_step_open_action_name">action_open_step_fiscal_year</field>
<field name="step_image" type="base64" file="base/static/img/onboarding_accounting-periods.png"></field>
<field name="step_image_filename">onboarding_accounting-periods.png</field>
<field name="step_image_alt">Onboarding Accounting Periods</field>
<field name="sequence">1</field>
</record>
<record id="onboarding_onboarding_step_chart_of_accounts" model="onboarding.onboarding.step">
<field name="title">Review Chart of Accounts</field>
<field name="description">Set up your chart of accounts and record initial balances.</field>
<field name="button_text">Review Accounts</field>
<field name="done_text">Chart of accounts set!</field>
<field name="panel_step_open_action_name">action_open_step_chart_of_accounts</field>
<field name="step_image" type="base64" file="base/static/img/onboarding_chart-of-accounts.png"></field>
<field name="step_image_filename">onboarding_chart-of-accounts.png</field>
<field name="step_image_alt">Onboarding Bank Account</field>
<field name="sequence">4</field>
</record>
<!-- WITHOUT PANEL -->
<record id="onboarding_onboarding_step_sales_tax" model="onboarding.onboarding.step">
<field name="title">Taxes</field>
<!-- Fields values used if/when added in a panel within other modules -->
<field name="description">Choose a default sales tax for your products.</field>
<field name="button_text">Set taxes</field>
<field name="done_text">Step Completed!</field>
<field name="panel_step_open_action_name">action_open_step_sales_tax</field>
<field name="step_image" type="base64" file="base/static/img/onboarding_puzzle.png"></field>
<field name="step_image_filename">onboarding_puzzle.png</field>
<field name="step_image_alt">Onboarding Bank Account</field>
<field name="sequence">100</field> <!-- after "Online Payment" -->
</record>
<record id="onboarding_onboarding_account_dashboard" model="onboarding.onboarding">
<field name="name">Account Dashboard Onboarding</field>
<field name="step_ids" eval="[
Command.link(ref('account.onboarding_onboarding_step_company_data')),
Command.link(ref('account.onboarding_onboarding_step_fiscal_year')),
Command.link(ref('account.onboarding_onboarding_step_chart_of_accounts')),
]"/>
<field name="route_name">account_dashboard</field>
</record>
</data>
</odoo>