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# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo import _, api, models
class OnboardingStep(models.Model):
_inherit = 'onboarding.onboarding.step'
# COMMON STEPS
@api.model
def action_open_step_company_data(self):
"""Set company's basic information."""
company = self.env['account.journal'].browse(self._context.get('journal_id', None)).company_id or self.env.company
action = {
'type': 'ir.actions.act_window',
'name': _('Set your company data'),
'res_model': 'res.company',
'res_id': company.id,
'views': [(self.env.ref('account.res_company_form_view_onboarding').id, "form")],
'target': 'new',
}
return action
@api.model
def action_open_step_base_document_layout(self):
view_id = self.env.ref('web.view_base_document_layout').id
return {
'name': _('Configure your document layout'),
'type': 'ir.actions.act_window',
'res_model': 'base.document.layout',
'target': 'new',
'views': [(view_id, 'form')],
'context': {"dialog_size": "extra-large"},
}
@api.model
def action_validate_step_base_document_layout(self):
"""Set the onboarding(s) step as done only if layout is set."""
step = self.env.ref('account.onboarding_onboarding_step_base_document_layout', raise_if_not_found=False)
if not step or not self.env.company.external_report_layout_id:
return False
return self.action_validate_step('account.onboarding_onboarding_step_base_document_layout')
# INVOICE ONBOARDING
@api.model
def action_open_step_bank_account(self):
return self.env.company.setting_init_bank_account_action()
@api.model
def action_open_step_create_invoice(self):
return {
'type': 'ir.actions.act_window',
'name': _('Create first invoice'),
'views': [(self.env.ref("account.view_move_form").id, 'form')],
'res_model': 'account.move',
'context': {'default_move_type': 'out_invoice'},
}
# DASHBOARD ONBOARDING
@api.model
def action_open_step_fiscal_year(self):
company = self.env['account.journal'].browse(self._context.get('journal_id', None)).company_id or self.env.company
new_wizard = self.env['account.financial.year.op'].create({'company_id': company.id})
view_id = self.env.ref('account.setup_financial_year_opening_form').id
return {
'type': 'ir.actions.act_window',
'name': _('Accounting Periods'),
'view_mode': 'form',
'res_model': 'account.financial.year.op',
'target': 'new',
'res_id': new_wizard.id,
'views': [[view_id, 'form']],
'context': {
'dialog_size': 'medium',
}
}
@api.model
def action_open_step_chart_of_accounts(self):
""" Called by the 'Chart of Accounts' button of the dashboard onboarding panel."""
company = self.env['account.journal'].browse(self._context.get('journal_id', None)).company_id or self.env.company
self.sudo().with_company(company).action_validate_step('account.onboarding_onboarding_step_chart_of_accounts')
# If an opening move has already been posted, we open the list view showing all the accounts
if company.opening_move_posted():
return 'account.action_account_form'
# Then, we open will open a custom list view allowing to edit opening balances of the account
view_id = self.env.ref('account.init_accounts_tree').id
# Hide the current year earnings account as it is automatically computed
domain = [
*self.env['account.account']._check_company_domain(company),
('account_type', '!=', 'equity_unaffected'),
]
return {
'type': 'ir.actions.act_window',
'name': _('Chart of Accounts'),
'res_model': 'account.account',
'view_mode': 'list',
'limit': 99999999,
'search_view_id': [self.env.ref('account.view_account_search').id],
'views': [[view_id, 'list'], [False, 'form']],
'domain': domain,
}
# STEPS WITHOUT PANEL
@api.model
def action_open_step_sales_tax(self):
view_id = self.env.ref('account.res_company_form_view_onboarding_sale_tax').id
return {
'type': 'ir.actions.act_window',
'name': _('Sales tax'),
'res_id': self.env.company.id,
'res_model': 'res.company',
'target': 'new',
'view_mode': 'form',
'views': [[view_id, 'form']],
}
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