326 lines
15 KiB
XML
Executable File
326 lines
15 KiB
XML
Executable File
<?xml version="1.0" encoding="UTF-8"?>
|
|
<odoo>
|
|
<!-- Tree View -->
|
|
<record model="ir.ui.view" id="sos_case_diary_graph">
|
|
<field name="name">sos.case.diary.graph</field>
|
|
<field name="model">sos_case_diary</field>
|
|
<field name="type">graph</field>
|
|
<field name="arch" type="xml">
|
|
<graph string="Example" type="bar">
|
|
<field name="sales_person" group="True"/>
|
|
</graph>
|
|
</field>
|
|
</record>
|
|
<record id="view_sos_case_diary_tree" model="ir.ui.view">
|
|
<field name="name">sos.case.diary.tree</field>
|
|
<field name="model">sos_case_diary</field>
|
|
<field name="arch" type="xml">
|
|
<tree>
|
|
<field name="status" widget="badge" decoration-success="status == 'open'" decoration-warning="status == 'close'"/>
|
|
<field name="quote_no"/>
|
|
<field name="customer_name"/>
|
|
<field name="sales_person" widget="many2one_avatar_user"/>
|
|
<field name="interested_in"/>
|
|
<field name="spenco_status"/>
|
|
<field name="write_uid" string="Last Edited By" optional="hide"/>
|
|
<field name="write_date" string="Last Edited On" optional="hide"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
<record id="sos_case_diary_view_panel" model="ir.ui.view">
|
|
<field name="name">sos_case_diary.search</field>
|
|
<field name="model">sos_case_diary</field>
|
|
<field name="arch" type="xml">
|
|
<search>
|
|
<searchpanel>
|
|
<field name="products" string="Products" icon="fa-list-ul" enable_counters="1"/>
|
|
<field name="ce_product_type" string="Type" icon="fa-list-ul" enable_counters="1" groups="sos_inventory.sos_ce_head,sos_inventory.sos_finance_user,sos_inventory.sos_management_user"/>
|
|
|
|
</searchpanel>
|
|
|
|
<!-- Add fields to search on -->
|
|
<field name="sales_person" string="Sales Person"/>
|
|
<field name="customer_name" string="Customer Name"/>
|
|
|
|
</search>
|
|
</field>
|
|
</record>
|
|
<!-- Form View -->
|
|
<record id="view_sos_case_diary_form" model="ir.ui.view">
|
|
<field name="name">sos.case.diary.form</field>
|
|
<field name="model">sos_case_diary</field>
|
|
<field name="arch" type="xml">
|
|
<form>
|
|
<header>
|
|
<field name="spenco_status" widget="statusbar"/>
|
|
<button name="action_transfer_sales_person" string="Transfer" type="object" class="oe_highlight"/>
|
|
|
|
</header>
|
|
<sheet>
|
|
<h2 style="text-align: center;text-transform: uppercase;text-shadow: 1px 1p 1px #140718;color: #65407c;padding:5px;">Case Diary</h2><hr></hr><br></br>
|
|
|
|
<group>
|
|
<group>
|
|
<field name="status"/>
|
|
<field name="quote_no"/>
|
|
<field name="customer_name"/>
|
|
<field name="end_customer_name"/>
|
|
|
|
<field name="customer_city"/>
|
|
<field name="correspondence_address"/>
|
|
<field name="sales_person"/>
|
|
<field name="lead_generated_by"/>
|
|
<field name="lead_generated_by_others" invisible="lead_generated_by != 'Others'"/>
|
|
<field name="inside_sales_person" invisible="lead_generated_by != 'Inside Sales'"/>
|
|
|
|
</group>
|
|
<group>
|
|
<field name="account_start_date" widget="month"/>
|
|
|
|
|
|
<field name="interested_in"/>
|
|
<field name="project_name" invisible="interested_in == 'products'"/>
|
|
<field name="products" invisible="interested_in == 'projects'"/>
|
|
<field name="ce_product_type" groups="sos_inventory.sos_ce_head,sos_inventory.sos_finance_user,sos_inventory.sos_management_user"/>
|
|
<field name="proposal_value"/>
|
|
<field name="currency_id" invisible="1"/>
|
|
<field name="order_expected_on"/>
|
|
<field name="quantity"/>
|
|
|
|
</group>
|
|
</group>
|
|
|
|
<hr></hr>
|
|
|
|
<h3 style="text-transform: uppercase;
|
|
text-decoration: underline;">Customer Contact Details</h3>
|
|
|
|
<field name="line_ids_contacts">
|
|
<tree editable="bottom">
|
|
<field name="set_as_primary"/>
|
|
<field name="name"/>
|
|
<field name="dept"/>
|
|
<field name="email"/>
|
|
<field name="mobile_number"/>
|
|
|
|
</tree>
|
|
</field>
|
|
<notebook>
|
|
<hr></hr>
|
|
|
|
<page string="Action">
|
|
<field name="line_ids" options="{'no_create': True, 'no_edit': True, 'no_delete': True}" readonly="1">
|
|
<tree>
|
|
<field name="spenco_status"/>
|
|
<field name="status_changed_on"/>
|
|
<field name="action_type"/>
|
|
<field name="action_plan_date"/>
|
|
<field name="action_plan"/>
|
|
<field name="current_state_value"/>
|
|
<field name="next_action_date"/>
|
|
<field name="notes"/>
|
|
</tree>
|
|
|
|
</field>
|
|
</page>
|
|
<page string="Purchase Order">
|
|
<group><field name="po_no"/></group>
|
|
<br></br>
|
|
<field name="po_copy" widget="pdf_viewer" filename="po_copy_filename"/>
|
|
<field name="po_copy_filename" invisible="1"/>
|
|
</page>
|
|
<page string="Approval">
|
|
<div class="col-4">
|
|
<h5>Witness For Commercial Order</h5>
|
|
<table class="table_custom" style="box-shadow: rgba(0, 0, 0, 0.24) 0px 3px 8px;background-color: #fff;border: solid 4px #9689c1;"> <tr style="border-bottom: solid 1px #ccc;">
|
|
<td style="padding: 8px;" class="column"><b>Department In-Charge</b>
|
|
<br></br><br></br>
|
|
<button string="Approve" invisible="dept_incharge_approval_image" class="btn-primary custom_btn" type="object" name="action_deptincharge_esign_btn"></button>
|
|
</td>
|
|
<td><field name="dept_incharge_approval_image" widget="image"/></td>
|
|
</tr>
|
|
<tr invisible="dept_incharge_approval_image == False">
|
|
<td style="padding: 8px;" class="column"><b>Approved On</b></td>
|
|
<td><field name="dept_incharge_approved_on" readonly="1"/></td>
|
|
</tr>
|
|
<tr invisible="dept_incharge_approval_image == False">
|
|
<td style="padding: 8px;" class="column"><b>Approved By</b></td>
|
|
<td><field name="dept_incharge_name" readonly="1"/></td>
|
|
</tr>
|
|
</table>
|
|
</div>
|
|
</page>
|
|
<page string="Transfer History">
|
|
<field name="transfer_history_ids" nolabel="1">
|
|
<tree delete="false" create="false">
|
|
<field name="previous_sales_person"/>
|
|
<field name="new_sales_person"/>
|
|
<field name="transfer_date"/>
|
|
<field name="status"/>
|
|
<field name="top_management_name" column_invisible="1"/>
|
|
<field name="top_management_approval_image" widget="image"/>
|
|
<button name="action_top_esign_btn" class="btn-primary custom_btn" type="object" string="Approve" invisible="top_management_name"/>
|
|
</tree>
|
|
</field>
|
|
</page>
|
|
|
|
|
|
</notebook>
|
|
</sheet>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
<!-- Form View -->
|
|
<record id="view_sos_case_diary_line_form" model="ir.ui.view">
|
|
<field name="name">sos.case.diary.line.form</field>
|
|
<field name="model">sos_case_diary_line</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Case Diary Line">
|
|
|
|
<sheet>
|
|
<group>
|
|
<group>
|
|
<field name="spenco_status"/>
|
|
<field name="status_changed_on"/>
|
|
<field name="action_type"/>
|
|
<field name="action_plan_date"/>
|
|
</group>
|
|
<group>
|
|
<field name="action_plan"/>
|
|
<field name="next_action_date"/>
|
|
<field name="current_state_value"/>
|
|
<field name="notes"/>
|
|
<field name="currency_id" invisible="1"/>
|
|
|
|
</group>
|
|
</group>
|
|
|
|
|
|
|
|
</sheet>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
<!-- Action -->
|
|
<record id="action_sos_case_diary" model="ir.actions.act_window">
|
|
<field name="name">Case Diary</field>
|
|
<field name="res_model">sos_case_diary</field>
|
|
<field name="view_mode">tree,form,graph</field>
|
|
</record>
|
|
|
|
<record id="action_spenco_report_salesperson_wizard" model="ir.actions.act_window">
|
|
<field name="name">SPENCO Report</field>
|
|
<field name="res_model">spenco_salespersonwise_wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
<record id="action_pipeline_report_wizard" model="ir.actions.act_window">
|
|
<field name="name">Pipeline Report</field>
|
|
<field name="res_model">pipeline_report_wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
<record id="action_sales_action_plan_wizard" model="ir.actions.act_window">
|
|
<field name="name">Sales Action Plan Report</field>
|
|
<field name="res_model">action_plan_report_wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
<record id="action_sos_suspects_report_wizard" model="ir.actions.act_window">
|
|
<field name="name">Suspects Report</field>
|
|
<field name="res_model">sos_suspects_wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
<record id="action_sos_case_diary_report_wizard" model="ir.actions.act_window">
|
|
<field name="name">Case Diary Report</field>
|
|
<field name="res_model">sos_case_diary_report_wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
<record id="action_week_summary_wizard" model="ir.actions.act_window">
|
|
<field name="name">SPENCO Movement Summary</field>
|
|
<field name="res_model">week_summary_wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
<record id="action_plan_summary_wizard" model="ir.actions.act_window">
|
|
<field name="name">Action Plan Summary Report</field>
|
|
<field name="res_model">action_plan_summary_wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
<record id="report_paperformat_landscape" model="report.paperformat">
|
|
<field name="name">A4 Landscape</field>
|
|
<field name="default" eval="False"/>
|
|
<field name="format">A4</field>
|
|
<field name="page_height">0</field>
|
|
<field name="page_width">0</field>
|
|
<field name="orientation">Landscape</field>
|
|
<field name="margin_top">20</field>
|
|
<field name="margin_bottom">20</field>
|
|
<field name="margin_left">10</field>
|
|
<field name="margin_right">10</field>
|
|
<field name="header_line" eval="False"/>
|
|
<field name="dpi">90</field>
|
|
</record>
|
|
<record id="action_billing_target_report" model="ir.actions.report">
|
|
<field name="name">Billing Target Report</field>
|
|
<field name="model">sos_sales_plan_target</field>
|
|
<field name="report_type">qweb-html</field>
|
|
<field name="report_name">sos_sales.report_billing_target</field>
|
|
<field name="print_report_name">Billing_Target_%(object.financial_year)s</field>
|
|
<field name="paperformat_id" ref="sos_sales.report_paperformat_landscape"/>
|
|
</record>
|
|
<record id="action_open_business_performance_wizard" model="ir.actions.act_window">
|
|
<field name="name">Business Performance Wizard</field>
|
|
<field name="res_model">sos_business_performance_wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
|
|
|
|
<!-- Menu -->
|
|
<menuitem id="menu_sos_case_diary" name="CASE DIARY" parent="sos_sales_menu_root" action="action_sos_case_diary" sequence="6" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_ce_user"/>
|
|
<menuitem id="menu_sos_spenco_report"
|
|
name=" SPENCO Report"
|
|
parent="sos_sales_report"
|
|
action="action_spenco_report_salesperson_wizard"
|
|
sequence="4"/>
|
|
|
|
<menuitem id="menu_sos_pipeline_report"
|
|
name=" Pipeline Reports"
|
|
parent="sos_sales_report"
|
|
action="action_pipeline_report_wizard"
|
|
sequence="5"/>
|
|
<menuitem id="menu_sos_action_plan_report"
|
|
name="Action Plan Report"
|
|
parent="sos_sales_report"
|
|
action="action_sales_action_plan_wizard"
|
|
sequence="6"/>
|
|
<menuitem id="menu_spenco_week_summary_report"
|
|
name="SPENCO Movement Summary"
|
|
parent="sos_top_sales_report"
|
|
action="action_week_summary_wizard"
|
|
sequence="7"/>
|
|
<menuitem id="menu_action_plan_summary_report"
|
|
name="Action Plan Summary Report"
|
|
parent="sos_top_sales_report"
|
|
action="action_plan_summary_wizard"
|
|
sequence="8"/>
|
|
<menuitem id="menu_billing_target_report"
|
|
name="Billing Target Report"
|
|
parent="sos_top_sales_report"
|
|
action="action_billing_target_report"
|
|
sequence="9"/>
|
|
<menuitem id="menu_business_performance_report"
|
|
name="Business Performance Report"
|
|
parent="sos_top_sales_report"
|
|
action="action_open_business_performance_wizard"
|
|
sequence="10"/>
|
|
<menuitem id="menu_sos_all_suspects" name="Suspects Report" parent="sos_sales_report" action="action_sos_suspects_report_wizard"/>
|
|
<menuitem id="sos_case_diary_report" name="Case Diary Report"
|
|
parent="sos_sales_report"
|
|
action="action_sos_case_diary_report_wizard"/>
|
|
</odoo>
|