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