Sreejith P
7 years ago
22 changed files with 855 additions and 0 deletions
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# -*- coding: utf-8 -*- |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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|
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from . import models |
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# -*- coding: utf-8 -*- |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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|
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{ |
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'name': 'Insurance Management', |
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'version': '11.0.1.0.0', |
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'summary': """Insurance Management & Operations""", |
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'description': """Insurance Management""", |
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'author': 'Cybrosys Techno Solutions', |
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'company': 'Cybrosys Techno Solutions', |
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'website': 'https://www.cybrosys.com', |
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'category': 'Industries', |
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'depends': ['base', 'account'], |
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'license': 'AGPL-3', |
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'data': [ |
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'views/insurance_details.xml', |
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'views/claim_details.xml', |
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'views/employee_details.xml', |
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'views/policy_management.xml', |
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'views/insurance_sequence.xml', |
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'views/insurance_management.xml', |
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], |
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'demo': [], |
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'images': ['static/description/banner.jpg'], |
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'installable': True, |
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'application': True, |
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'auto_install': False, |
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} |
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|
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# -*- coding: utf-8 -*- |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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|
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from . import insurance_model |
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from . import claim_details |
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from . import employee_details |
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from . import policy_details |
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# -*- coding: utf-8 -*- |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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|
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from odoo import models, fields, api, _ |
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|
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|
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class ClaimDetails(models.Model): |
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_name = 'claim.details' |
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|
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name = fields.Char(string='Name', required=True, copy=False, readonly=True, index=True, |
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default=lambda self: _('New')) |
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name_2 = fields.Char(string='Name 2', required=True, copy=False, readonly=True, index=True, |
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default=lambda self: _('New')) |
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insurance_id = fields.Many2one('insurance.details', required=True) |
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partner_id = fields.Many2one(related='insurance_id.partner_id', string='Customer', readonly=True) |
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policy_id = fields.Many2one(related='insurance_id.policy_id', string='Policy', readonly=True) |
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employee_id = fields.Many2one(related='insurance_id.employee_id', string='Agent', readonly=True) |
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amount = fields.Float(related='insurance_id.amount', string='Amount') |
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date_claimed = fields.Datetime(string='Date Applied', default=fields.Date.today()) |
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invoice_id = fields.Many2one('account.invoice', string='Invoiced', readonly=True, copy=False) |
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note_field = fields.Html(string='Comment') |
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|
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@api.model |
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def create(self, vals): |
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if vals.get('name', 'New') == 'New': |
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vals['name'] = self.env['ir.sequence'].next_by_code('claim.details') or 'New' |
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return super(ClaimDetails, self).create(vals) |
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|
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@api.multi |
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def create_invoice(self): |
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if not self.invoice_id: |
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invoice_val = self.env['account.invoice'].create({ |
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'type': 'in_invoice', |
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'partner_id': self.partner_id.id, |
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'user_id': self.env.user.id, |
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'claim_id': self.id, |
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'origin': self.name, |
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'invoice_line_ids': [(0, 0, { |
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'name': 'Invoice For Insurance Claim', |
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'quantity': 1, |
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'price_unit': self.amount, |
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'account_id': 41, |
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})], |
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}) |
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self.invoice_id = invoice_val |
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# -*- coding: utf-8 -*- |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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|
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from odoo import models, fields, api, _ |
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from odoo.exceptions import UserError |
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|
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|
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class EmployeeDetails(models.Model): |
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_name = 'employee.details' |
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|
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name = fields.Char(string='Name', required=True) |
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related_partner = fields.Many2one('res.users', string='Related User', copy=False) |
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sex = fields.Selection([('male', 'Male'), ('female', 'Female')]) |
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phone = fields.Float(string='Phone Number', size=15, digits=(15, 0)) |
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salary_type = fields.Selection([('fixed', 'Fixed'), ('commission', 'Commission'), ('both', 'Both')], |
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default='commission', required=True) |
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base_salary = fields.Integer(string='Base Salary') |
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last_salary = fields.Datetime(string='Last Payment On', copy=False) |
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insurance_ids = fields.One2many('insurance.details', 'employee_id', string='Last Payment On', readonly=True) |
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note_field = fields.Html(string='Comment') |
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invoice_id = fields.Many2one('account.invoice', string='Last payment', copy=False, readonly=True) |
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|
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@api.multi |
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def salary_payment(self): |
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if self.invoice_id: |
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if self.invoice_id.state == 'draft': |
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raise UserError(_("You Must validate last payment made in order to create a new payment")) |
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amount = 0 |
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if self.salary_type == 'fixed': |
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amount = self.base_salary |
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elif self.salary_type == 'commission': |
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for ins in self.insurance_ids: |
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if self.last_salary: |
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if ins.date_start > self.last_salary: |
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amount += (ins.commission_rate * ins.amount)/100 |
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else: |
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amount = self.base_salary |
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for ins in self.insurance_ids: |
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if ins.date_start > self.last_salary: |
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amount += (ins.commission_rate * ins.amount) / 100 |
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|
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if amount == 0: |
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raise UserError(_("Amount should be greater than zero")) |
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invoice_date = self.env['account.invoice'].create({ |
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'type': 'in_invoice', |
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'partner_id': self.related_partner.partner_id.id, |
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'user_id': self.env.user.id, |
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'claim_id': self.id, |
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'origin': self.name, |
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'invoice_line_ids': [(0, 0, { |
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'name': 'Invoice For Insurance Claim', |
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'quantity': 1, |
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'price_unit': amount, |
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'account_id': 41, |
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})], |
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}) |
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self.write({ |
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'invoice_id': invoice_date.id, |
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'last_salary': fields.Date.today() |
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}) |
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# -*- coding: utf-8 -*- |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
|||
# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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|
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from odoo import models, fields, api, _ |
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from odoo.exceptions import UserError |
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|
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|
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class InsuranceDetails(models.Model): |
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_name = 'insurance.details' |
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|
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name = fields.Char(string='Name', required=True, copy=False, readonly=True, index=True, |
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default=lambda self: _('New')) |
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partner_id = fields.Many2one('res.partner', string='Customer', required=True) |
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date_start = fields.Datetime(string='Date Started', default=fields.Date.today(), required=True) |
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close_date = fields.Datetime(string='Date Closed') |
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invoice_ids = fields.One2many('account.invoice', 'insurance_id', string='Invoices', readonly=True) |
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employee_id = fields.Many2one('employee.details', string='Agent', required=True) |
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commission_rate = fields.Float(string='Commission Percentage') |
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policy_id = fields.Many2one('policy.details', string='Policy', required=True) |
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amount = fields.Float(related='policy_id.amount', string='Amount') |
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state = fields.Selection([('draft', 'Draft'), ('confirmed', 'Confirmed'), ('closed', 'Closed')], |
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required=True, default='draft') |
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hide_inv_button = fields.Boolean(copy=False) |
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note_field = fields.Html(string='Comment') |
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|
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@api.multi |
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def confirm_insurance(self): |
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if self.amount > 0: |
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self.state = 'confirmed' |
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self.hide_inv_button = True |
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else: |
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raise UserError(_("Amount should be Greater than Zero")) |
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|
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@api.multi |
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def create_invoice(self): |
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self.env['account.invoice'].create({ |
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'type': 'out_invoice', |
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'partner_id': self.partner_id.id, |
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'user_id': self.env.user.id, |
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'insurance_id': self.id, |
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'origin': self.name, |
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'invoice_line_ids': [(0, 0, { |
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'name': 'Invoice For Insurance', |
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'quantity': 1, |
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'price_unit': self.amount, |
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'account_id': 41, |
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})], |
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}) |
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if self.policy_id.payment_type == 'fixed': |
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self.hide_inv_button = False |
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|
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@api.multi |
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def close_insurance(self): |
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for records in self.invoice_ids: |
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if records.state == 'paid': |
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raise UserError(_("All invoices must be Paid")) |
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self.state = 'closed' |
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self.hide_inv_button = False |
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|
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@api.model |
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def create(self, vals): |
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if vals.get('name', 'New') == 'New': |
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vals['name'] = self.env['ir.sequence'].next_by_code('insurance.details') or 'New' |
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return super(InsuranceDetails, self).create(vals) |
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|
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|
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class AccountInvoiceRelate(models.Model): |
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_inherit = 'account.invoice' |
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|
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insurance_id = fields.Many2one('insurance.details', string='Insurance') |
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claim_id = fields.Many2one('claim.details', string='Insurance') |
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# -*- coding: utf-8 -*- |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
|||
# it under the terms of the GNU Affero General Public License (AGPL) as |
|||
# published by the Free Software Foundation, either version 3 of the |
|||
# License, or (at your option) any later version. |
|||
# |
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# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU Affero General Public License for more details. |
|||
# |
|||
# You should have received a copy of the GNU Affero General Public License |
|||
# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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|
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from odoo import models, fields |
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|
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|
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class PolicyDetails(models.Model): |
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_name = 'policy.details' |
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|
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name = fields.Char(string='Name', required=True) |
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policy_type = fields.Many2one('policy.type', string='Policy Type', required=True) |
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payment_type = fields.Selection([('fixed', 'Fixed'), ('installment', 'Installment')], |
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required=True, default='fixed') |
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amount = fields.Float(string='Amount', required=True) |
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policy_duration = fields.Integer(string='Duration in Days', required=True) |
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note_field = fields.Html(string='Comment') |
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|
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|
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class PolicyType(models.Model): |
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_name = 'policy.type' |
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|
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name = fields.Char(string='Name') |
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|
After Width: | Height: | Size: 125 KiB |
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After Width: | Height: | Size: 50 KiB |
|
After Width: | Height: | Size: 15 KiB |
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<h2 class="oe_slogan">Insurance Management</h2> |
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<h3 class="oe_slogan">Manage Insurance Business easily</h3> |
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<h4 class="oe_slogan">Author : Cybrosys Techno Solutions , www.cybrosys.com</h4> |
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<div> |
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<h4><p>Features:</p></h4> |
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<ul> |
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<li style="list-style:none !important;"><span style="color:green;"> ☑</span> Create insurance policies for customers.</li> |
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<li style="list-style:none !important;"><span style="color:green;"> ☑</span> Manage insurance claims and details.</li> |
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<li style="list-style:none !important;"><span style="color:green;"> ☑</span> Manage agents salary and commission.</li> |
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<li style="list-style:none !important;"><span style="color:green;"> ☑</span> Create accounting entries for all details.</li> |
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</ul> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<h3 class="oe_slogan">Insurance Management System</h3> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_span12"> |
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<div class="oe_row_img oe_centered"> |
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<img class="oe_picture oe_screenshot" src="insurance_1.png"> |
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</div> |
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</div> |
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<div class="oe_span12"> |
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<p class="oe_mt32"> |
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Create insurance policies for customers</p> |
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<p> |
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Option to create multiple or single insurance based on policy</p> |
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<p> |
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Monitor payment details |
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</p> |
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</div> |
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|
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<h3 class="oe_slogan">Claims Management System</h3> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_span12"> |
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<div class="oe_row_img oe_centered"> |
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<img class="oe_picture oe_screenshot" src="insurance_2.png"> |
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</div> |
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</div> |
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<div class="oe_span12"> |
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<p class="oe_mt32"> |
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Create and manage customer claims for the insurances |
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</p><p> |
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Create payment from the same form |
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</p> |
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</div> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_span6"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img src="insurance_3.png"> |
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</div> |
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<p class="oe_mt32"> |
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<p> |
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Create agent details |
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</p> |
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<p> |
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Automated creation of salary or commission |
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</p> |
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<p> |
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Manage payment details |
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</p> |
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</p> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<h3 class="oe_slogan">Create Policy</h3> |
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<div class="oe_span12"> |
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<div class="oe_row_img oe_centered"> |
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<img class="oe_picture oe_screenshot" src="insurance_4.png"> |
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</div> |
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</div> |
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<div class="oe_span12"> |
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<p class="oe_mt32"> |
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Create All types of policies from here |
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</p> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_span6"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img src="insurance_5.png"> |
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</div> |
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<p class="oe_mt32"> |
|||
<p> |
|||
Customer Details form |
|||
</p> |
|||
</p> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
|
|||
<section class="oe_container"> |
|||
<h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2> |
|||
<div class="oe_slogan" style="margin-top:10px !important;"> |
|||
<div> |
|||
<a class="btn btn-primary btn-lg mt8" |
|||
style="color: #FFFFFF !important;border-radius: 0;" href="https://www.cybrosys.com"><i |
|||
class="fa fa-envelope"></i> Email </a> <a |
|||
class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;" |
|||
href="https://www.cybrosys.com/contact/"><i |
|||
class="fa fa-phone"></i> Contact Us </a> <a |
|||
class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;" |
|||
href="https://www.cybrosys.com/odoo-customization-and-installation/"><i |
|||
class="fa fa-check-square"></i> Request Customization </a> |
|||
</div> |
|||
<br> |
|||
<img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block"> |
|||
<div> |
|||
<a href="https://twitter.com/cybrosys" target="_blank"><i class="fa fa-2x fa-twitter" style="color:white;background: #00a0d1;width:35px;"></i></a></td> |
|||
<a href="https://www.linkedin.com/company/cybrosys-technologies-pvt-ltd" target="_blank"><i class="fa fa-2x fa-linkedin" style="color:white;background: #31a3d6;width:35px;padding-left: 3px;"></i></a></td> |
|||
<a href="https://www.facebook.com/cybrosystechnologies" target="_blank"><i class="fa fa-2x fa-facebook" style="color:white;background: #3b5998;width:35px;padding-left: 8px;"></i></a></td> |
|||
<a href="https://plus.google.com/106641282743045431892/about" target="_blank"><i class="fa fa-2x fa-google-plus" style="color:white;background: #c53c2c;width:35px;padding-left: 3px;"></i></a></td> |
|||
<a href="https://in.pinterest.com/cybrosys" target="_blank"><i class="fa fa-2x fa-pinterest" style="color:white;background: #ac0f18;width:35px;padding-left: 3px;"></i></a></td> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
|
After Width: | Height: | Size: 76 KiB |
|
After Width: | Height: | Size: 63 KiB |
|
After Width: | Height: | Size: 68 KiB |
|
After Width: | Height: | Size: 66 KiB |
|
After Width: | Height: | Size: 102 KiB |
@ -0,0 +1,70 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
|
|||
<data> |
|||
<record id="claim_details_form" model="ir.ui.view"> |
|||
<field name="name">Claim Details</field> |
|||
<field name="model">claim.details</field> |
|||
<field name="arch" type="xml"> |
|||
<form string="Claim Details Form"> |
|||
<header> |
|||
<button name="create_invoice" string="Create Invoice" type="object" class="oe_highlight" |
|||
attrs="{'invisible': [('invoice_id', '!=', False)]}"/> |
|||
</header> |
|||
<sheet> |
|||
<div class="oe_title"> |
|||
<h1> |
|||
<field name="name"/> |
|||
</h1> |
|||
</div> |
|||
<group> |
|||
<group> |
|||
<field name="insurance_id"/> |
|||
<field name="partner_id"/> |
|||
<field name="policy_id"/> |
|||
<field name="employee_id"/> |
|||
</group> |
|||
<group> |
|||
<field name="date_claimed"/> |
|||
<field name="amount"/> |
|||
<field name="invoice_id"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Extra Notes"> |
|||
<field name="note_field"/> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="claim_details_tree" model="ir.ui.view"> |
|||
<field name="name">Claim Details</field> |
|||
<field name="model">claim.details</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Claim Details Tree"> |
|||
<field name="name"/> |
|||
<field name="insurance_id"/> |
|||
<field name="partner_id"/> |
|||
<field name="policy_id"/> |
|||
<field name="amount"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="action_claim_management" model="ir.actions.act_window"> |
|||
<field name="name">Claim Management</field> |
|||
<field name="res_model">claim.details</field> |
|||
<field name="view_type">form</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="help" type="html"> |
|||
<p class="oe_view_nocontent_create"> |
|||
You have'nt created any claims yet. |
|||
</p> |
|||
</field> |
|||
</record> |
|||
</data> |
|||
|
|||
</odoo> |
|||
@ -0,0 +1,71 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
|
|||
<data> |
|||
<record id="employee_details_form" model="ir.ui.view"> |
|||
<field name="name">Employee Details</field> |
|||
<field name="model">employee.details</field> |
|||
<field name="arch" type="xml"> |
|||
<form string="Employee Details Form"> |
|||
<header> |
|||
<button name="salary_payment" string="Salary Payment" type="object" |
|||
attrs="{'invisible': [('related_partner', '=', False)]}" class="oe_highlight"/> |
|||
</header> |
|||
<sheet> |
|||
<div class="oe_title"> |
|||
<h1> |
|||
<field name="name"/> |
|||
</h1> |
|||
</div> |
|||
<group> |
|||
<group> |
|||
<field name="phone"/> |
|||
<field name="salary_type"/> |
|||
<field name="base_salary"/> |
|||
</group> |
|||
<group> |
|||
<field name="sex"/> |
|||
<field name="last_salary"/> |
|||
<field name="related_partner"/> |
|||
<field name="invoice_id"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Insurance_ids"> |
|||
<field name="insurance_ids"/> |
|||
</page> |
|||
<page string="Extra Notes"> |
|||
<field name="note_field"/> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
<record id="employee_details_tree" model="ir.ui.view"> |
|||
<field name="name">Employee Details</field> |
|||
<field name="model">employee.details</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Employee Details Tree"> |
|||
<field name="name"/> |
|||
<field name="phone"/> |
|||
<field name="salary_type"/> |
|||
<field name="sex"/> |
|||
<field name="last_salary"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
<record id="action_employee_management" model="ir.actions.act_window"> |
|||
<field name="name">Employee Management</field> |
|||
<field name="res_model">employee.details</field> |
|||
<field name="view_type">form</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="help" type="html"> |
|||
<p class="oe_view_nocontent_create"> |
|||
You have'nt created any employee yet. |
|||
</p> |
|||
</field> |
|||
</record> |
|||
</data> |
|||
|
|||
</odoo> |
|||
@ -0,0 +1,78 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
|
|||
<data> |
|||
<record id="insurance_details_form" model="ir.ui.view"> |
|||
<field name="name">Insurance Details</field> |
|||
<field name="model">insurance.details</field> |
|||
<field name="arch" type="xml"> |
|||
<form string="Insurance Details Form"> |
|||
<header> |
|||
<button name="confirm_insurance" string="Confirm" type="object" |
|||
states="draft" class="oe_highlight"/> |
|||
<button name="create_invoice" string="Create Invoice" type="object" class="oe_highlight" |
|||
attrs="{'invisible': [('hide_inv_button', '!=', True)]}"/> |
|||
<button name="close_insurance" string="Close" type="object" |
|||
states="confirmed" class="oe_highlight"/> |
|||
<field name="state" widget="statusbar"/> |
|||
</header> |
|||
<sheet> |
|||
<div class="oe_title"> |
|||
<h1> |
|||
<field name="name"/> |
|||
</h1> |
|||
</div> |
|||
<group> |
|||
<group> |
|||
<field name="partner_id"/> |
|||
<field name="policy_id"/> |
|||
<field name="employee_id"/> |
|||
<field name="commission_rate"/> |
|||
<field name="hide_inv_button" invisible="1"/> |
|||
</group> |
|||
<group> |
|||
<field name="date_start"/> |
|||
<field name="close_date"/> |
|||
<field name="amount"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Invoices"> |
|||
<field name="invoice_ids"/> |
|||
</page> |
|||
<page string="Extra Notes"> |
|||
<field name="note_field"/> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
<record id="insurance_details_tree" model="ir.ui.view"> |
|||
<field name="name">Insurance Details</field> |
|||
<field name="model">insurance.details</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Insurance Details Tree"> |
|||
<field name="name"/> |
|||
<field name="partner_id"/> |
|||
<field name="policy_id"/> |
|||
<field name="employee_id"/> |
|||
<field name="amount"/> |
|||
<field name="state"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
<record id="action_insurance_management" model="ir.actions.act_window"> |
|||
<field name="name">Insurance Management</field> |
|||
<field name="res_model">insurance.details</field> |
|||
<field name="view_type">form</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="help" type="html"> |
|||
<p class="oe_view_nocontent_create"> |
|||
You have'nt created any insurance yet. |
|||
</p> |
|||
</field> |
|||
</record> |
|||
</data> |
|||
|
|||
</odoo> |
|||
@ -0,0 +1,50 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data> |
|||
|
|||
<menuitem |
|||
id="insurance_main_menu" |
|||
name="Insurance"/> |
|||
|
|||
<menuitem |
|||
id="insurance_management_menu" |
|||
name="Insurance Management" |
|||
parent="insurance_main_menu"/> |
|||
<menuitem |
|||
id="insurance_management_submenu" |
|||
name="Insurance" |
|||
parent="insurance_management_menu" |
|||
action="action_insurance_management"/> |
|||
<menuitem |
|||
id="claim_management_submenu" |
|||
name="Claims" |
|||
parent="insurance_management_menu" |
|||
action="action_claim_management"/> |
|||
|
|||
<menuitem |
|||
id="employee_management_menu" |
|||
name="Agent" |
|||
parent="insurance_main_menu"/> |
|||
<menuitem |
|||
id="employee_management_submenu" |
|||
name="Agent" |
|||
parent="employee_management_menu" |
|||
action="action_employee_management"/> |
|||
|
|||
<menuitem |
|||
id="configuration_management_menu" |
|||
name="Configuration" |
|||
parent="insurance_main_menu"/> |
|||
<menuitem |
|||
id="policy_management_menu" |
|||
name="Policy" |
|||
parent="configuration_management_menu" |
|||
action="action_policy_management"/> |
|||
<menuitem |
|||
id="customer_management_menu" |
|||
name="Customers" |
|||
parent="configuration_management_menu" |
|||
action="base.action_partner_customer_form"/> |
|||
</data> |
|||
|
|||
</odoo> |
|||
@ -0,0 +1,19 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data> |
|||
<record id="seq_insurance_details" model="ir.sequence"> |
|||
<field name="name">Insurance Details</field> |
|||
<field name="code">insurance.details</field> |
|||
<field name="prefix">INS/</field> |
|||
<field name="padding">3</field> |
|||
<field name="company_id" eval="False"/> |
|||
</record> |
|||
<record id="seq_claim_details" model="ir.sequence"> |
|||
<field name="name">Claim Details</field> |
|||
<field name="code">claim.details</field> |
|||
<field name="prefix">CLM/</field> |
|||
<field name="padding">3</field> |
|||
<field name="company_id" eval="False"/> |
|||
</record> |
|||
</data> |
|||
</odoo> |
|||
@ -0,0 +1,59 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data> |
|||
<record id="policy_details_form" model="ir.ui.view"> |
|||
<field name="name">Policy Details</field> |
|||
<field name="model">policy.details</field> |
|||
<field name="arch" type="xml"> |
|||
<form string="Policy Details Form"> |
|||
<sheet> |
|||
<div class="oe_title"> |
|||
<h1> |
|||
<field name="name"/> |
|||
</h1> |
|||
</div> |
|||
<group> |
|||
<group> |
|||
<field name="policy_type"/> |
|||
<field name="policy_duration"/> |
|||
</group> |
|||
<group> |
|||
<field name="payment_type"/> |
|||
<field name="amount"/> |
|||
</group> |
|||
</group> |
|||
<notebook> |
|||
<page string="Extra Notes"> |
|||
<field name="note_field"/> |
|||
</page> |
|||
</notebook> |
|||
</sheet> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
<record id="policy_details_tree" model="ir.ui.view"> |
|||
<field name="name">Policy Details</field> |
|||
<field name="model">policy.details</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Policy Details Tree"> |
|||
<field name="name"/> |
|||
<field name="policy_type"/> |
|||
<field name="policy_duration"/> |
|||
<field name="payment_type"/> |
|||
<field name="amount"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
<record id="action_policy_management" model="ir.actions.act_window"> |
|||
<field name="name">Policy Management</field> |
|||
<field name="res_model">policy.details</field> |
|||
<field name="view_type">form</field> |
|||
<field name="view_mode">tree,form</field> |
|||
<field name="help" type="html"> |
|||
<p class="oe_view_nocontent_create"> |
|||
You have'nt created any policy yet. |
|||
</p> |
|||
</field> |
|||
</record> |
|||
</data> |
|||
</odoo> |
|||
Loading…
Reference in new issue