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Sep 29 : [ADD] Initial Commit 'crm_check_approve_limiter'

pull/284/head
RisvanaCybro 2 years ago
parent
commit
1f0ddc5145
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  3. 50
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  5. 25
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  6. 182
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  7. 51
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  8. 47
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  9. 50
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  10. 10
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55
crm_check_approve_limiter/README.rst

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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
CheckList & Approval Process in CRM
=========================================
* Check lists are assigned per each opportunity stage.
* The app lets assign security groups for each check list point.
* To move a CRM lead forward in your funnel, its check list should be fully confirmed.
* Check list actions are saved in history.
Installation
============
- www.odoo.com/documentation/16.0/setup/install.html
- Install our custom addon
Configuration
=============
* No additional configurations needed
Company
-------
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__
License
-------
General Public License, Version 3 (AGPL v3).
( https://www.gnu.org/licenses/agpl-3.0-standalone.html)
Credits
-------
* Developer: (V16) Jumana Jabin MP ,Contact: odoo@cybrosys.com
Contacts
--------
* Mail Contact : odoo@cybrosys.com
* Website : https://cybrosys.com
Bug Tracker
-----------
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported.
Maintainer
==========
.. image:: https://cybrosys.com/images/logo.png
:target: https://cybrosys.com
This module is maintained by Cybrosys Technologies.
For support and more information, please visit https://www.cybrosys.com
Further information
===================
HTML Description: `<static/description/index.html>`__

22
crm_check_approve_limiter/__init__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Jumana Jabin MP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# 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 (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
from . import models

50
crm_check_approve_limiter/__manifest__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Jumana Jabin MP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# 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 (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
{
'name': 'CheckList & Approval Process in CRM',
'version': '16.0.1.0.0',
'category': 'CRM',
'summary': 'Manage CRM based on CheckList and Team/Stage and'
'Approval Process to Make Sure Everything Completed In '
'Each Stage',
'description': """Module to manage CRM and CheckLists.This module will
helps to manage CRM efficiently by managing checklists and approval system
for CRM data. """,
'author': 'Cybrosys Techno Solutions',
'company': 'Cybrosys Techno Solutions',
'maintainer': 'Cybrosys Techno Solutions',
'website': 'https://www.cybrosys.com',
'depends': ['crm'],
'data': [
'security/crm_check_approve_limiter_groups.xml',
'security/ir.model.access.csv',
'views/crm_stage_views.xml',
'views/crm_lead_views.xml',
],
'images': [
'static/description/banner.png'
],
'license': 'AGPL-3',
'installable': True,
'auto_install': False,
'application': False,
}

6
crm_check_approve_limiter/doc/RELEASE_NOTES.md

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## Module <crm_check_approve_limiter>
#### 11.09.2023
#### Version 16.0.1.0.0
#### ADD
- Initial commit for CheckList & Approval Process in CRM

25
crm_check_approve_limiter/models/__init__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: Jumana Jabin MP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# 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 (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
from . import crm_stage
from . import crm_lead
from . import crm_lead_check_history
from . import stage_check_list

182
crm_check_approve_limiter/models/crm_lead.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Jumana Jabin MP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# 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 (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
"""Module Containing CRM lead and CheckList History Models"""
from datetime import datetime
from odoo import api, fields, models, _
from odoo.exceptions import ValidationError
class CrmLead(models.Model):
"""class for checklist history models"""
_inherit = "crm.lead"
check_list_ids = fields.Many2many('stage.check.list',
domain="['&',"
" ('stage_id', '=', stage_id),"
"'|',('sales_team_id','=',"
"team_id),"
"('sales_team_id', '=', False)]",
string="Checklist", tracking=True,
help="Many2many field representing a"
" checklist associated with stage.")
check_stage_ids = fields.One2many(
related="stage_id.stage_check_list_lines_ids",
help="One2many field related to the "
"stage's check list lines.")
@api.depends('check_list_ids')
def checklist_progress(self):
"""Method for Computing CheckList progress value based on selected
checklist items """
for rec in self:
total_len = rec.env['stage.check.list']. \
search_count(['&', ('stage_id', '=', rec.stage_id.id), '|',
('sales_team_id', '=', rec.team_id.id),
('sales_team_id', '=', False)])
if total_len != 0:
check_list_len = len(rec.check_list_ids.filtered(
lambda r: r.sales_team_id == rec.team_id or not
r.sales_team_id))
rec.checklist_progress = (check_list_len * 100) / total_len
else:
rec.checklist_progress = 0
checklist_progress = fields.Float(compute=checklist_progress,
string='Progress',
default=0.0)
check_list_history_ids = fields.One2many('crm.lead.check.history',
'lead_id',
string="History", readonly=True)
def write(self, vals_set):
"""Super the write method for data validation.Here we check
Progression and regression of stages and based on checklist
completion stage progression can be blocked from here """
if 'stage_id' in vals_set.keys():
new_stage_id = self.env['crm.stage'].browse([vals_set['stage_id']])
if new_stage_id \
and self.stage_id.sequence < new_stage_id.sequence \
and not self.stage_id.is_pre_checking \
and self.stage_id.stage_check_list_lines_ids \
and int(self.checklist_progress) != 100 \
and not self.env.user. \
has_group('crm_check_approve_limiter.'
'crm_check_approve_manager'):
raise ValidationError(_(
"You cannot move this case forward until "
"all the check list items are done for "
"this "
" stage."))
self.check_list_ids = False
for item in self.stage_id.stage_check_list_lines_ids:
if item.is_stage_recover:
history = self.check_list_history_ids.search([(
'check_item_id', '=', item.id)], order='id desc',
limit=1) or False
if history and history.list_action == 'complete' \
and item not in self.check_list_ids:
self.check_list_ids += item
if 'check_list_ids' in vals_set.keys():
group_check = self.env.user. \
has_group('crm_check_approve_limiter.'
'crm_check_approve_manager')
user_groups = self.env.user.groups_id
new_ids = self.env['stage.check.list']. \
search([('id', 'in', vals_set['check_list_ids'][-1][-1])])
check_item_id = (self.check_list_ids - new_ids)
check_item2 = (new_ids - self.check_list_ids)
for ch_lst in check_item2:
if (ch_lst.approve_groups_ids and not ch_lst.approve_groups_ids
.filtered(lambda f: f in user_groups) and
not group_check):
grp_string_t = '\n'.join(
map(str, ch_lst.approve_groups_ids.
mapped('full_name')))
raise ValidationError(f'Only the below specified group'
f' members can complete this task'
f' : {grp_string_t}')
for ch_lst in check_item_id:
if (ch_lst.approve_groups_ids and not ch_lst.approve_groups_ids
.filtered(
lambda f: f in user_groups) and not group_check):
grp_string_t = '\n'.join(
map(str, ch_lst.approve_groups_ids.
mapped('full_name')))
raise ValidationError(f'Only the below specified group'
f' members can undo this task'
f' : {grp_string_t}')
if 'stage_id' not in vals_set.keys() and check_item_id:
for c_item in check_item_id:
vals = {
'lead_id': self.id,
'check_item_id': c_item.id,
'list_action': 'not_complete',
'change_date': datetime.now(),
'user_id': self.env.user.id,
'stage_id': self.stage_id.id
}
self.env['crm.lead.check.history'].sudo().create(vals)
elif 'stage_id' not in vals_set.keys() and check_item2:
for c_item in check_item2:
vals = {
'lead_id': self.id,
'check_item_id': c_item.id,
'list_action': 'complete',
'change_date': datetime.now(),
'user_id': self.env.user.id,
'stage_id': self.stage_id.id
}
self.env['crm.lead.check.history'].sudo().create(vals)
res = super().write(vals_set)
return res
@api.onchange('stage_id')
def _onchange_state_id(self):
"""It performs validation checks and updates the 'check_list_ids'
field. """
old_stage_id = self._origin.stage_id
if old_stage_id.sequence < self.stage_id.sequence \
and not old_stage_id.is_pre_checking \
and old_stage_id.stage_check_list_lines_ids \
and int(self.checklist_progress) != 100 and not self.env.user. \
has_group('crm_check_approve_limiter.'
'crm_check_approve_manager'):
raise ValidationError(_("You cannot move this case forward until "
"all the check list items are done for"
" this stage."))
if old_stage_id.sequence > self.stage_id.sequence \
and self.stage_id.is_disable_regress and not self.env.user. \
has_group('crm_check_approve_limiter.'
'crm_check_approve_manager'):
raise ValidationError(_("Regression to the selected stage is "
"blocked. "
"Please contact Administrators for "
"required permission"))
self.check_list_ids = False
for item in self.stage_id.stage_check_list_lines_ids:
if item.is_stage_recover:
history = self.check_list_history_ids.search([(
'check_item_id', '=', item.id)], order='id desc',
limit=1) or False
if history and history.list_action == 'complete' and item \
not in self.check_list_ids:
self.check_list_ids += item

51
crm_check_approve_limiter/models/crm_lead_check_history.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Jumana Jabin MP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# 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 (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
"""Module Containing CRM lead and CheckList History Models"""
from odoo import fields, models
class CrmLeadCheckHistory(models.Model):
"""class for to check the history of stage"""
_name = "crm.lead.check.history"
_description = "Model to track the history of stage changes for CRM leads"
check_item_id = fields.Many2one('stage.check.list',
string="Check Item",
help="Many2one field representing the "
"associated check item.")
list_action = fields.Selection([('complete', 'Complete'),
('not_complete', 'Not Complete')],
required=True, string="Action",
help="Selection field representing "
"the action for the check item.")
user_id = fields.Many2one('res.users', string="User",
help="Many2one field representing the associated"
" user.")
change_date = fields.Datetime(string="Date",
help="Datetime field representing the"
" date of the check item action.")
stage_id = fields.Many2one('crm.stage', string="Stage",
help="Many2one field representing "
"the associated stage.")
lead_id = fields.Many2one('crm.lead', string="Lead",
help="Many2one field representing the"
" associated lead.")

47
crm_check_approve_limiter/models/crm_stage.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Jumana Jabin MP(odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# 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 (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
"""Module containing Stage-based checklist Models"""
from odoo import fields, models
class CrmStage(models.Model):
""" Inherited model for stage-based checklists. """
_inherit = "crm.stage"
stage_check_list_lines_ids = fields.One2many('stage.check.list',
'stage_id',
string="CheckList",
help="One2many field "
"representing "
"the checklist lines "
"associated with the"
" stage.")
is_pre_checking = fields.Boolean(default=False,
string="No Need for checklist",
help="If checked, moving to the next "
"stage doesn't require the checklist"
"to be done.")
is_disable_regress = fields.Boolean(default=False,
string="Prohibit Regress to this stage",
help="If checked, it would not be "
"possible to move a lead back to"
" this stage.")

50
crm_check_approve_limiter/models/stage_check_list.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Jumana Jabin MP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# 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 (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
"""Module Containing Checklist data"""
from odoo import fields, models
class StageCheckList(models.Model):
"""Model for stage-based checklist lines."""
_name = "stage.check.list"
_description = "Stage Based CheckList"
_rec_name = 'check_task'
check_task = fields.Char(string="Task", required=True,
help="Char field representing the task associated"
" with the checklist item.")
sales_team_id = fields.Many2one('crm.team', string="Selected Teams",
help="Many2one field representing the "
"selected team associated with the"
" checklist item.")
approve_groups_ids = fields.Many2many('res.groups', string="User Groups",
help="Only these user groups may "
"approve "
"the item")
is_stage_recover = fields.Boolean(default=False, string="Saved",
help="If checked, item will be recoverable"
" for leads on this stage. Otherwise, "
"the item must be approved each time "
"when the lead is on this stage.")
stage_id = fields.Many2one('crm.stage', string="Stage",
help="Many2one field representing the "
"associated stage.")

10
crm_check_approve_limiter/security/crm_check_approve_limiter_groups.xml

@ -0,0 +1,10 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<data noupdate="1">
<!-- Define a record for CRM Checklist Manager group -->
<record id="crm_check_approve_manager" model="res.groups">
<field name="name">CRM Checklist Manager</field>
<field name="category_id" ref="base.module_category_hidden"/>
</record>
</data>
</odoo>

5
crm_check_approve_limiter/security/ir.model.access.csv

@ -0,0 +1,5 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_crm_stage_checklist,access.crm.stage,model_stage_check_list,base.group_user,1,0,0,0
access_crm_stage_check_list_manager,access.crm.stage.group.sale.manager,model_stage_check_list,sales_team.group_sale_manager,1,1,1,1
access_crm_lead_check_history,access.crm.lead.check.history,model_crm_lead_check_history,base.group_user,1,0,0,0
access_crm_lead_check_history_manager,access.crm.lead.check.history.group.sale.manager,model_crm_lead_check_history,sales_team.group_sale_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_crm_stage_checklist access.crm.stage model_stage_check_list base.group_user 1 0 0 0
3 access_crm_stage_check_list_manager access.crm.stage.group.sale.manager model_stage_check_list sales_team.group_sale_manager 1 1 1 1
4 access_crm_lead_check_history access.crm.lead.check.history model_crm_lead_check_history base.group_user 1 0 0 0
5 access_crm_lead_check_history_manager access.crm.lead.check.history.group.sale.manager model_crm_lead_check_history sales_team.group_sale_manager 1 1 1 1

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841
crm_check_approve_limiter/static/description/index.html

@ -0,0 +1,841 @@
<div style="background-color: #714B67; height: 810px; width: 100%; padding: 15px; position: relative;">
<!-- TITLE BAR -->
<div class="d-flex align-items-center justify-content-between"
style="border-bottom: 1px solid #875A7B; padding: 15px; display: flex; justify-content: space-between; align-items: center;">
<img src="assets/misc/cybrosys-logo.png" width="42" height="42"
style="width: 42px; height: 42px;"/>
<div>
<div
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Community
</div>
<div
style="color: #875A7B; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Enterprise
</div>
<div
style="color: #017E84; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Odoo.Sh
</div>
</div>
</div>
<div class="container" style="padding: 0rem 1.5rem 4rem !important">
<div class="row" style="height: 900px !important;">
<div class="col-sm-12 col-md-12 col-lg-12"
style="padding: 4rem 1rem !important; background-color: #714B67 !important; height: 600px !important; border-radius: 20px !important;">
<h1
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #FFFFFF !important; font-size: 3.5rem !important; text-align: center !important;">
CheckList & Approval Process in CRM</h1>
<p
style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #FFFFFF !important; font-size: 1.4rem !important; text-align: center !important;">
This Module will Provide Check List for each Pipeline Stage to
Control Requirements, Fulfillment and to make sure that each
action is fully Approved by Responsible Users.
</p>
<img src="./assets/screenshots/hero.gif" class="img-responsive"
width="100%" height="auto"/>
</div>
</div>
<div class="row">
<div class="col-md-12"
style="border-bottom: 1px solid #d5d5d5 !important; margin-bottom: 2rem !important">
<h2
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
<i class="fa fa-compass mr-2"></i>Explore this module
</h2>
<div class="row">
<div class="col-md-6">
<a href="#overview"
style="text-decoration: none !important;">
<div class="row"
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
<div class="col-8">
<h3
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
Overview</h3>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
Learn more about this module</p>
</div>
<div class="col-4 text-right d-flex justify-content-end align-items-center">
<i class="fa fa-chevron-right"
style="color: #714B67 !important;"></i>
</div>
</div>
</a>
</div>
<div class="col-md-6">
<a href="#features"
style="text-decoration: none !important;">
<div class="row"
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
<div class="col-8">
<h3
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
Features</h3>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
View features of this module</p>
</div>
<div class="col-4 text-right d-flex justify-content-end align-items-center">
<i class="fa fa-chevron-right"
style="color: #714B67 !important;"></i>
</div>
</div>
</a>
</div>
<div class="col-md-6">
<a href="#screenshots"
style="text-decoration: none !important;">
<div class="row"
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
<div class="col-8">
<h3
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
Screenshots</h3>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
See key screenshots of this module</p>
</div>
<div class="col-4 text-right d-flex justify-content-end align-items-center">
<i class="fa fa-chevron-right"
style="color: #714B67 !important;"></i>
</div>
</div>
</a>
</div>
</div>
</div>
</div>
<div class="row" id="overview">
<div class="col-md-12"
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
<h2
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
<i class="fa fa-pie-chart mr-2"></i>Overview
</h2>
</div>
<div class="col-mg-12 pl-3">
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important; line-height: 30px !important;">
Making a customer from an opportunity is the goal of the CRM
pipeline.
To achieve that goal sales staff needs to undertake a specific
sequence of actions or tasks.
Each of those actions is important on the defined stage.
For working as an efficient company The CRM is an important
part.
This app provides a checklist for each pipeline stage to control
requirements,
fulfillment and to make sure that each action/checklist item is
fully approved by responsible users.
So that it will be easier to manage through CRM pipelines.
</p>
</div>
</div>
<div class="row" id="features">
<div class="col-md-12"
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
<h2
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
<i class="fa fa-star mr-2"></i>Features
</h2>
</div>
<div class="col-md-6 pl-3 py-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Check Lists are Assigned per each Opportunity Stage.</h4>
</div>
</div>
<div class="col-md-6 pl-3 py-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
The App Lets Assign Security Groups for Each Check List
Point.</h4>
</div>
</div>
<div class="col-md-6 pl-3 py-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
To Move a CRM Lead Forward in your Funnel, Its Checklist
should be fully Confirmed.</h4>
</div>
</div>
<div class="col-md-6 pl-3 py-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Check List Actions are Saved in History.</h4>
</div>
</div>
</div>
<div class="row" id="screenshots">
<div class="col-md-12"
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
<h2
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
<i class="fa fa-image mr-2"></i>Screenshots
</h2>
</div>
<div class="col-lg-12 my-2">
<h4 class="mt-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Configure Stage Data</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Open stage configuration by activating developer mode</p>
<img src="assets/screenshots/1.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Check List Per Stages</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
By configuring each stages we can set checklist per Stages for
the opportunities.
</p>
<img src="assets/screenshots/2.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Check list Completion</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Assigned check list items for each opportunity in their
specified stage can be opened in managed in the Checklist page
section.
</p>
<img src="assets/screenshots/3.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Progression Status</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Check list completed progress can be viewed in the checklist
section of each opportunity.
</p>
<img src="assets/screenshots/4.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Kanban View</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Check list completed progress can also be viewed in the Kanban
view for easy management.
</p>
<img src="assets/screenshots/5.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Sales Team</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Assign check list items to specific sales team.
</p>
<img src="assets/screenshots/6.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
User Groups</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
We can make sure that the checklist is completed by responsible
users by user group specified item assigning.
</p>
<img src="assets/screenshots/7.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Unauthorised Blocking</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Unauthorised users will be blocked from marking the checklist
items.
</p>
<img src="assets/screenshots/8.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Status Recover</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
By activating the saved column for an item,the item will regain
the previous status in that stage if the opportunity reach that
specific stage again.
</p>
<img src="assets/screenshots/9.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Check List</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
The opportunity can be only progress to upper stages if the
checklist items are fully completed to the selected user/team.
</p>
<img src="assets/screenshots/10.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
No Need Check list</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
If this option checked in a stage, opportunity progressing from
this stage does not require check list to be completed.
</p>
<img src="assets/screenshots/11.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Regression Blocking</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
If this option checked in a stage, opportunities cannot be
regressed to this stage.
</p>
<img src="assets/screenshots/12.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
If the user tries to regress the opportunity to the specified
stage, warning will be displayed</p>
<img src="assets/screenshots/13.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Checklist History</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
The history of checklist items can be viewed in the Checklist
page of the opportunity.
</p>
<img src="assets/screenshots/14.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
<div class="col-lg-12 my-3">
<h4 class="mt-3"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Checklist Manager</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
The Checklist Manager group can approve any check items and move
opportunities without checklist restrictions.
</p>
<img src="assets/screenshots/15.png"
class="img-responsive img-thumbnail border" width="100%"
height="auto"/>
</div>
</div>
<!-- SUGGESTED PRODUCTS -->
<div class="row">
<div class="col-sm-12 col-md-12-col-lg-2">
<h2 style="font-weight: bold; color: #3D3D4E;">Related Modules</h2>
<p style="color: #777783;">Explore our related modules</p>
<hr/>
</div>
<div class="col-sm-12">
<div id="demo1" class="row carousel slide" data-ride="carousel">
<!-- The slideshow -->
<div class="carousel-inner" style="padding: 30px;">
<div class="carousel-item" style="min-height: 198.656px;">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/crm_kit/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/1.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/sequence_opportunity_crm/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/2.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/crm_dashboard/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/3.png">
</div>
</a>
</div>
</div>
<div class="carousel-item active"
style="min-height: 198.656px;">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/employee_check_list/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/4.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/customer_supplier_approval/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/5.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/sale_order_discount_approval_odoo/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/6.png">
</div>
</a>
</div>
</div>
</div>
<!-- Left and right controls -->
<a class="carousel-control-prev" href="#demo1" data-slide="prev"
style="width:35px; color:#000"> <span
class="carousel-control-prev-icon"><i
class="fa fa-chevron-left"
style="font-size:24px"></i></span>
</a> <a class="carousel-control-next" href="#demo1"
data-slide="next"
style="width:35px; color:#000">
<span class="carousel-control-next-icon"><i
class="fa fa-chevron-right"
style="font-size:24px"></i></span>
</a>
</div>
</div>
</div>
<!-- END OF SUGGESTED PRODUCTS -->
<!-- OUR SERVICES -->
<section class="container" style="margin-top: 6rem !important;">
<div class="row">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
<h2 style="color: #212529 !important;">Our Services</h2>
<hr
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/cogs.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Customization</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/wrench.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Implementation</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/lifebuoy.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Support</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/user.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Hire
Odoo
Developer</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #54a0ff !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/puzzle.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Integration</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/update.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Migration</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/consultation.png"
class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Consultancy</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/training.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Implementation</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/license.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Licensing Consultancy</h6>
</div>
</div>
</section>
<!-- END OF OUR SERVICES -->
<!-- OUR INDUSTRIES -->
<section class="container" style="margin-top: 6rem !important;">
<div class="row">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
<h2 style="color: #212529 !important;">Our Industries</h2>
<hr
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/trading-black.png"
class="img-responsive mb-3" height="48px"
width="48px">
<h5
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Trading
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Easily procure
and
sell your products</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/pos-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
POS
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Easy
configuration
and convivial experience</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/education-black.png"
class="img-responsive mb-3" height="48px"
width="48px">
<h5
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Education
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
A platform for
educational management</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/manufacturing-black.png"
class="img-responsive mb-3" height="48px"
width="48px">
<h5
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Manufacturing
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Plan, track and
schedule your operations</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/ecom-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
E-commerce &amp; Website
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Mobile
friendly,
awe-inspiring product pages</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/service-black.png"
class="img-responsive mb-3" height="48px"
width="48px">
<h5
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Service Management
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Keep track of
services and invoice</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/restaurant-black.png"
class="img-responsive mb-3" height="48px"
width="48px">
<h5
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Restaurant
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Run your bar or
restaurant methodically</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
<img src="./assets/icons/hotel-black.png"
class="img-responsive mb-3" height="48px"
width="48px">
<h5
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Hotel Management
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
An
all-inclusive
hotel management application</p>
</div>
</div>
</div>
</section>
<!-- END OF OUR INDUSTRIES -->
<!-- FOOTER -->
<!-- Footer Section -->
<section class="container" style="margin: 5rem auto 2rem;">
<div class="row" style="max-width:1540px;">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
<h2 style="color: #212529 !important;">Need Help?</h2>
<hr
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
</div>
</div>
<!-- Contact Cards -->
<div class="row d-flex justify-content-center align-items-center"
style="max-width:1540px; margin: 0 auto 2rem auto;">
<div class="col-lg-12"
style="padding: 0rem 3rem 2rem; border-radius: 10px; margin-right: 3rem; ">
<div class="row mt-4">
<div class="col-lg-6">
<a href="mailto:odoo@cybrosys.com" target="_blank"
class="btn btn-block mb-2 deep_hover"
style="text-decoration: none; background-color: #4d4d4d; color: #FFF; border-radius: 4px;"><i
class="fa fa-envelope mr-2"></i>odoo@cybrosys.com</a>
</div>
<div class="col-lg-6">
<a href="https://api.whatsapp.com/send?phone=918606827707"
target="_blank"
class="btn btn-block mb-2 deep_hover"
style="text-decoration: none; background-color: #25D366; color: #FFF; border-radius: 4px;"><i
class="fa fa-whatsapp mr-2"></i>+91 86068 27707</a>
</div>
</div>
</div>
</div>
<!-- End of Contact Cards -->
</section>
<!-- Footer -->
<section class="oe_container" style="padding: 2rem 3rem 1rem;">
<div class="row"
style="max-width:1540px; margin: 0 auto; margin-right: 3rem; ">
<!-- Logo -->
<div class="col-lg-12 d-flex justify-content-center align-items-center"
style="margin-top: 3rem;">
<img src="https://www.cybrosys.com/images/logo.png"
width="200px" height="auto"/>
</div>
<!-- End of Logo -->
<div class="col-lg-12">
<hr
style="margin-top: 3rem;background: linear-gradient(90deg, rgba(2,0,36,0) 0%, rgba(229,229,229,1) 33%, rgba(229,229,229,1) 58%, rgba(0,212,255,0) 100%); height: 2px; border-style: none;">
<!-- End of Footer Section -->
</div>
</div>
</section>
<!-- END OF FOOTER -->
</div>
</div>

54
crm_check_approve_limiter/views/crm_lead_views.xml

@ -0,0 +1,54 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<!-- Inherit and modify CRM Lead form view -->
<record id="crm_lead_view_form" model="ir.ui.view">
<field name="name">crm.lead.form.inherit.crm.check.approve.limiter
</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_lead_view_form"/>
<field name="arch" type="xml">
<!-- Insert fields for checklist -->
<xpath expr="//page[@name='lead']" position="after">
<field name="check_stage_ids" invisible="1"/>
<page string="Check List" name="check_list"
attrs="{'invisible':[('check_stage_ids','=',False)]}">
<field name="checklist_progress" widget="percentpie"/>
<separator/>
<field name="check_list_ids"
widget="many2many_checkboxes"/>
<separator string="History"/>
<field name="check_list_history_ids"
options="{'no_create': True, 'no_create_edit':True}">
<tree string="History" editable="bottom"
default_order='id desc'>
<field name="check_item_id"/>
<field name="stage_id"/>
<field name="list_action"/>
<field name="user_id"/>
<field name="change_date"/>
</tree>
</field>
</page>
</xpath>
</field>
</record>
<!-- Inherit and modify CRM Kanban view -->
<record id="crm_case_kanban_view_leads" model="ir.ui.view">
<field name="name">
crm.lead.kanban.lead.inherit.crm.check.approve.limiter
</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads"/>
<field name="arch" type="xml">
<!-- Add checklist progress field -->
<xpath expr="//field[@name='priority']" position="after">
<field name="checklist_progress"/>
</xpath>
<!-- Add checklist progress bar in kanban content -->
<xpath expr="//div[hasclass('oe_kanban_content')]"
position="inside">
<field name="checklist_progress" widget="progressbar"/>
</xpath>
</field>
</record>
</odoo>

56
crm_check_approve_limiter/views/crm_stage_views.xml

@ -0,0 +1,56 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<!-- Inherit and modify CRM Stage form view -->
<record id="crm_stage_form" model="ir.ui.view">
<field name="name">crm.stage.form.inherit.crm.check.approve.limiter
</field>
<field name="model">crm.stage</field>
<field name="inherit_id" ref="crm.crm_stage_form"/>
<field name="arch" type="xml">
<!-- Add fields for checklist restrictions -->
<xpath expr="//field[@name='team_id']" position="after">
<separator string="Restrictions"/>
<field name="is_pre_checking" string="No Need for checklist"/>
<field name="is_disable_regress"
string="Prohibit Regress to this stage"/>
</xpath>
<!-- Add notebook for checklist -->
<xpath expr="//field[@name='requirements']" position="after">
<separator/>
<notebook>
<page string="Check List" name="check_list">
<field
name="stage_check_list_lines_ids"
widget="one2many"
mode="tree,form">
<form>
<group>
<field name="check_task"/>
<field name="sales_team_id"
options="{'no_create':True}"/>
<field name="approve_groups_ids"
widget="many2many_tags"
options="{'no_create':True}"/>
<field name="is_stage_recover"/>
<field name="stage_id" invisible="1"/>
</group>
</form>
<tree string="Check List" editable="bottom">
<field name="check_task"
string="What should be done on this stage"/>
<field name="sales_team_id"
string="only for team"
options="{'no_create':True}"/>
<field name="approve_groups_ids"
widget="many2many_tags"
options="{'no_create':True}"/>
<field name="is_stage_recover"/>
<field name="stage_id" invisible="1"/>
</tree>
</field>
</page>
</notebook>
</xpath>
</field>
</record>
</odoo>
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