Odoo12: 自定义配置面板

如题，Odoo开发过程中，有时遇到一些需求需要在页面中快速配置一些信息数据,此时就需要用到配置面板，如下图所示：

配置面板

主要分三步：
一是定义配置面板的模板
二是定义路由渲染模板
三是给指定模型视图绑定模板路由
代码如下：

模板文件sale_onboarding_views.xml

<?xml version="1.0" encoding="utf-8"?>
<odoo>
    <!-- ONBOARDING STEPS -->
    <template id="onboarding_quotation_layout_step">
        <t t-call="base.onboarding_step">
            <t t-set="title">Quotation Layout</t>
            <t t-set="description">Customize the look of your quotations.</t>
            <t t-set="done_icon" t-value="'fa-star'" />
            <t t-set="done_text">Looks great!</t>
            <t t-set="btn_text">Customize</t>
            <t t-set="method" t-value="'action_open_sale_onboarding_quotation_layout'" />
            <t t-set="model" t-value="'res.company'" />
            <t t-set="state" t-value="state.get('account_onboarding_invoice_layout_state')" />
        </t>
    </template>
    <template id="sale_onboarding_order_confirmation_step">
        <t t-call="base.onboarding_step">
            <t t-set="title">Confirmation &amp; Payment</t>
            <t t-set="description">Choose how to confirm quotations and get paid.</t>
            <t t-set="btn_text">Set payments</t>
            <t t-set="method" t-value="'action_open_sale_onboarding_payment_acquirer'" />
            <t t-set="model" t-value="'res.company'" />
            <t t-set="state" t-value="state.get('sale_onboarding_order_confirmation_state')" />
        </t>
    </template>
        <template id="sale_onboarding_sample_quotation_step">
        <t t-call="base.onboarding_step">
            <t t-set="title">Sample Quotation</t>
            <t t-set="description">Send a quotation to test the customer portal.</t>
            <t t-set="btn_text">Send sample</t>
            <t t-set="method" t-value="'action_open_sale_onboarding_sample_quotation'" />
            <t t-set="model" t-value="'res.company'" />
            <t t-set="state" t-value="state.get('sale_onboarding_sample_quotation_state')" />
        </t>
    </template>

    <!-- ONBOARDING PANEL-->
    <template id="sale_quotation_onboarding_panel" name="sale.quotation.onboarding.panel">
        <t t-call="base.onboarding_container">
            <t t-set="classes" t-value="'o_onboarding_violet'" />
            <t t-set="bg_image" t-value="'/sale/static/src/img/sale_quotation_onboarding_bg.jpg'"/>
            <t t-set="close_method" t-value="'action_close_sale_quotation_onboarding'" />
            <t t-set="close_model" t-value="'res.company'" />
            <t t-call="base.onboarding_company_step" name="company_step" />
            <t t-call="sale.onboarding_quotation_layout_step" name="quotation_layout_step" />
            <t t-call="sale.sale_onboarding_order_confirmation_step" name="payment_acquirer_step" />
            <t t-call="sale.sale_onboarding_sample_quotation_step" name="sample_quotation_step" />
        </t>
    </template>
    <!-- ORDER CONFIRMATION -->
    <record id="sale_onboarding_order_confirmation_form" model="ir.ui.view">
        <field name="name">sale.order.confirmation.onboarding.form</field>
        <field name="model">sale.payment.acquirer.onboarding.wizard</field>
        <field name="inherit_id" ref="payment.payment_acquirer_onboarding_wizard_form" />
        <field name="mode">primary</field>
        <field name="priority">1000</field>
        <field name="arch" type="xml">
            <xpath expr="//div[@name='left-column']" position="attributes">
                <attribute name="class">col col-4</attribute>
            </xpath>
        </field>
    </record>
    <record id="action_open_sale_onboarding_payment_acquirer_wizard" model="ir.actions.act_window">
        <field name="name">How your customers can confirm an order</field>
        <field name="type">ir.actions.act_window</field>
        <field name="res_model">sale.payment.acquirer.onboarding.wizard</field>
        <field name="view_type">form</field>
        <field name="view_mode">form</field>
        <field name="view_id" ref="sale_onboarding_order_confirmation_form" />
        <field name="target">new</field>
    </record>
    <!-- QUOTATION LAYOUT -->
    <record id="sale_onboarding_quotation_layout_form" model="ir.ui.view">
        <field name="name">sale.onboarding.quotation.layout.form</field>
        <field name="model">res.company</field>
        <field name="inherit_id" ref="base.view_company_document_template_form" />
        <field name="mode">primary</field>
        <field name="priority">1000</field>
        <field name="arch" type="xml">
            <xpath expr="//button[@special='save']" position="replace">
                <button string="Apply" class="btn btn-primary" type="object" name="action_save_onboarding_quotation_layout" />
            </xpath>
        </field>
    </record>
    <record id="action_open_sale_onboarding_quotation_layout" model="ir.actions.act_window">
        <field name="name">Configure your document layout</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_type">form</field>
        <field name="view_id" ref="sale_onboarding_quotation_layout_form" />
        <field name="target">new</field>
    </record>
    <!-- SAMPLE QUOTATION -->
    <record model="ir.ui.view" id="sale_onboarding_sample_quotation_form">
        <field name="name">mail.compose.message.sale.onboarding.sample.quotation.form</field>
        <field name="model">mail.compose.message</field>
        <field name="inherit_id" ref="mail.email_compose_message_wizard_form" />
        <field name="priority">1000</field>
        <field name="mode">primary</field>
        <field name="arch" type="xml">
            <xpath expr="//span[@name='document_followers_text']" position="attributes">
                <attribute name="invisible">1</attribute>
            </xpath>
            <xpath expr="//button[@name='save_as_template']" position="attributes">
                <attribute name="invisible">1</attribute>
            </xpath>
            <xpath expr="//field[@name='template_id']" position="attributes">
                <attribute name="invisible">1</attribute>
            </xpath>
        </field>
    </record>

    <record id="action_open_sale_onboarding_sample_quotation" model="ir.actions.act_window">
        <field name="name">Send a sample quotation.</field>
        <field name="type">ir.actions.act_window</field>
        <field name="res_model">mail.compose.message</field>
        <field name="view_mode">form</field>
        <field name="view_type">form</field>
        <field name="view_id" ref="sale_onboarding_sample_quotation_form" />
        <field name="target">new</field>
    </record>
</odoo>

路由文件sale_onboarding_views.xml

# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.

from odoo import http
from odoo.http import request


class OnboardingController(http.Controller):

    @http.route('/sales/sale_quotation_onboarding_panel', auth='user', type='json')
    def sale_quotation_onboarding(self):
        """ Returns the `banner` for the sale onboarding panel.
            It can be empty if the user has closed it or if he doesn't have
            the permission to see it. """

        company = request.env.user.company_id
        if not request.env.user._is_admin() or \
           company.sale_quotation_onboarding_state == 'closed':
            return {}

        return {
            'html': request.env.ref('sale.sale_quotation_onboarding_panel').render({
                'company': company,
                'state': company.get_and_update_sale_quotation_onboarding_state()
            })
        }

指定模型视图，添加banner_route属性，属性值为路由。

        <record id="view_quotation_tree_with_onboarding" model="ir.ui.view">
            <field name="name">sale.order.tree</field>
            <field name="model">sale.order</field>
            <field name="inherit_id" ref="view_quotation_tree"/>
            <field name="mode">primary</field>
            <field name="arch" type="xml">
                <xpath expr="//tree" position="attributes">
                    <attribute name="banner_route">/sales/sale_quotation_onboarding_panel</attribute>
                </xpath>
            </field>
        </record>

以上，为自定义配置面板大致过程。

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