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[ADD] Initial Commit 'crm_check_approve_limiter'

pull/219/head
AjmalCybro 3 years ago
parent
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      crm_check_approve_limiter/README.rst
  2. 23
      crm_check_approve_limiter/__init__.py
  3. 57
      crm_check_approve_limiter/__manifest__.py
  4. 6
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  5. 23
      crm_check_approve_limiter/models/__init__.py
  6. 185
      crm_check_approve_limiter/models/crm_lead.py
  7. 41
      crm_check_approve_limiter/models/crm_stage.py
  8. 45
      crm_check_approve_limiter/models/crm_stage_checklist.py
  9. 6
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44
crm_check_approve_limiter/README.rst

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CheckList and Approval Process in CRM v15
=========================================
* 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/15.0/setup/install.html
- Install our custom addon
Configuration
=============
* No additional configurations needed
Company
-------
* 'Cybrosys Techno Solutions <https://cybrosys.com/>`__
Credits
-------
* Developer:
(v15) Naveen Krishna T ( odoo@cybrosys.com)
Contacts
--------
* Mail Contact : odoo@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
==========
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>__

23
crm_check_approve_limiter/__init__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: Naveen K (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

57
crm_check_approve_limiter/__manifest__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: Naveen K (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 and Approval Process in CRM',
'category': 'Sales/CRM',
'version': '15.0.1.0.0',
'author': 'Cybrosys Techno Solutions',
'company': 'Cybrosys Techno Solutions',
'maintainer': 'Cybrosys Techno Solutions',
'website': 'https://www.cybrosys.com',
'summary': 'Manage CRM based on CheckList and Team/Stage and'
'Approval Process to Make Sure Everything Completed In '
'Each Stage',
'description': """
CheckList and Approve Process in CRM
=====================================
Module to manage CRM and CheckLists.
This module will helps to manage CRM efficiently
by managing checklists and approval system for CRM data. """,
'depends': [
'base',
'crm',
],
'data': [
'security/security.xml',
'views/crm_stage_views.xml',
'security/ir.model.access.csv',
'views/crm_lead_views.xml',
],
'images': [
'static/description/banner.png'
],
'license': 'AGPL-3',
'installable': True,
'application': False,
'auto_install': False,
}

6
crm_check_approve_limiter/doc/RELEASE_NOTES.md

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## Module <crm_check_approve_limiter>
#### 06.09.2022
#### Version 15.0.1.0.0
#### ADD
- Initial commit crm_check_approve_limiter

23
crm_check_approve_limiter/models/__init__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: Naveen K (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, crm_stage_checklist, crm_lead

185
crm_check_approve_limiter/models/crm_lead.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: Naveen K (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 models, fields, api
from odoo.exceptions import ValidationError
class LeadCheckList(models.Model):
_inherit = "crm.lead"
check_list_ids = fields.Many2many('stage.check.list',
domain="['&',"
" ('stage_id', '=', stage_id),"
"'|',('s_team_id','=',team_id),"
"('s_team_id', '=', False)]",
string="Checklist", tracking=True)
check_stage_ids = fields.One2many(related="stage_id.stage_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), '|',
('s_team_id', '=', rec.team_id.id),
('s_team_id', '=', False)])
if total_len != 0:
check_list_len = len(rec.check_list_ids.filtered(
lambda r: r.s_team_id == rec.team_id or not r.s_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 = 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.pre_checking \
and self.stage_id.stage_check_list_lines \
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:
if item.stage_recover:
history = self.check_list_history.search([(
'check_item', '=', 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])])
old_ids = self.check_list_ids
check_item = (old_ids - new_ids)
check_item2 = (new_ids - old_ids)
for ch_lst in check_item2:
if ch_lst.approve_groups and not ch_lst. \
approve_groups.filtered(lambda f: f in user_groups)\
and not group_check:
grp_string_t = '\n'.join(map(str, ch_lst.approve_groups.
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:
if ch_lst.approve_groups and not ch_lst. \
approve_groups.filtered(lambda f: f in user_groups)\
and not group_check:
grp_string_t = '\n'.join(map(str, ch_lst.approve_groups.
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:
for c_item in check_item:
vals = {
'lead_id': self.id,
'check_item': 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': 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):
old_stage_id = self._origin.stage_id
if old_stage_id.sequence < self.stage_id.sequence \
and not old_stage_id.pre_checking \
and old_stage_id.stage_check_list_lines \
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.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:
if item.stage_recover:
history = self.check_list_history.search([(
'check_item', '=', 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
class StageCheckHistory(models.Model):
_name = "crm.lead.check.history"
check_item = fields.Many2one('stage.check.list', string="Check Item")
list_action = fields.Selection([
('complete', 'Complete'), ('not_complete', 'Not Complete')],
required=True, string="Action")
user_id = fields.Many2one('res.users', string="User")
change_date = fields.Datetime(string="Date")
stage_id = fields.Many2one('crm.stage', string="Stage")
lead_id = fields.Many2one('crm.lead', string="Lead")

41
crm_check_approve_limiter/models/crm_stage.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: Naveen K (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 models, fields
class StageCheckList(models.Model):
_inherit = "crm.stage"
stage_check_list_lines = fields.One2many('stage.check.list',
'stage_id',
string="CheckList")
pre_checking = fields.Boolean(default=False,
string="No Need for checklist",
help="If checked,moving to next stage doesn't"
"require checklist done.")
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")

45
crm_check_approve_limiter/models/crm_stage_checklist.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: Naveen K (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 models, fields
class StageCheckListLines(models.Model):
_name = "stage.check.list"
_description = "Stage Based CheckList"
_rec_name = 'check_task'
check_task = fields.Char(string="Task", required=True)
s_team_id = fields.Many2one('crm.team', string="Selected Teams")
approve_groups = fields.Many2many('res.groups',
string="User Groups",
help="only these user groups may "
"approve the item")
stage_recover = fields.Boolean(default=False,
string="Saved",
help="If checked the item will be "
"recoverable for leads on this "
"stage.Otherwise the item must be "
"approved each time when lead is on "
"this stage")
stage_id = fields.Many2one('crm.stage', string="Stage")

6
crm_check_approve_limiter/security/ir.model.access.csv

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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_crm_stage_checklist,crm.stage,model_stage_check_list,,1,0,0,0
access_crm_stage_check_list_manager,crm.stage,model_stage_check_list,sales_team.group_sale_manager,1,1,1,1
access_crm_lead_check_history,crm.lead.check.history,model_crm_lead_check_history,,1,0,0,0
access_crm_lead_check_history_manager,crm.lead.check.history,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 crm.stage model_stage_check_list 1 0 0 0
3 access_crm_stage_check_list_manager crm.stage model_stage_check_list sales_team.group_sale_manager 1 1 1 1
4 access_crm_lead_check_history crm.lead.check.history model_crm_lead_check_history 1 0 0 0
5 access_crm_lead_check_history_manager crm.lead.check.history model_crm_lead_check_history sales_team.group_sale_manager 1 1 1 1

9
crm_check_approve_limiter/security/security.xml

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<?xml version="1.0" ?>
<odoo>
<data>
<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>

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crm_check_approve_limiter/static/description/index.html

@ -0,0 +1,828 @@
<div class="container"
style="padding: 1rem !important; margin-bottom: 1rem !important;">
<div class="row">
<div class="col-sm-12 col-md-12 col-lg-12 d-flex justify-content-between"
style="border-bottom: 1px solid #d5d5d5;">
<div class="my-3">
<img src="./assets/icons/logo.png"
style="width: auto !important; height: 40px !important;">
</div>
<div class="my-3 d-flex align-items-center">
<div
style="background-color: #7C7BAD !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;">
<i class="fa fa-check mr-1"></i>Community
</div>
<div
style="background-color: #875A7B !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;">
<i class="fa fa-check mr-1"></i>Enterprise
</div>
</div>
</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 and 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-lg-12 d-flex flex-column justify-content-center"
style="text-align: center; padding: 2.5rem 1rem !important;">
<h2 style="color: #212529 !important;">Suggested Products</h2>
<hr
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
<div id="demo1" class="row carousel slide" data-ride="carousel">
<!-- The slideshow -->
<div class="carousel-inner">
<div class="carousel-item active" style="min-height:0px">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/crm_dashboard/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
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/15.0/crm_kit/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
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/15.0/commission_plan/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/3.png">
</div>
</a>
</div>
</div>
<div class="carousel-item" style="min-height:0px">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/whatsapp_redirect/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
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/15.0/whatsapp_mail_messaging/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/5.gif">
</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/15.0/customer_followup_community/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
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="left:-25px;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="right:-25px;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>

46
crm_check_approve_limiter/views/crm_lead_views.xml

@ -0,0 +1,46 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="crm_lead_view_form_i" model="ir.ui.view">
<field name="name">crm.lead.form.inherit</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_lead_view_form"/>
<field name="arch" type="xml">
<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" options="{'no_create': True, 'no_create_edit':True}">
<tree string="History" editable="bottom" default_order='id desc'>
<field name="check_item"/>
<field name="stage_id"/>
<field name="list_action"/>
<field name="user_id"/>
<field name="change_date"/>
</tree>
</field>
</page>
</xpath>
</field>
</record>
<record id="crm_case_kanban_view_leads_i" model="ir.ui.view">
<field name="name">crm.lead.kanban.lead.inherit</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='priority']" position="after">
<field name="checklist_progress"/>
</xpath>
<xpath expr="//div[hasclass('oe_kanban_content')]" position="inside">
<field name="checklist_progress" widget="progressbar"/>
</xpath>
</field>
</record>
</data>
</odoo>

51
crm_check_approve_limiter/views/crm_stage_views.xml

@ -0,0 +1,51 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="crm_stage_form_i" model="ir.ui.view">
<field name="name">crm.stage.form.inherit</field>
<field name="model">crm.stage</field>
<field name="inherit_id" ref="crm.crm_stage_form"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='team_id']" position="after">
<separator string="Restrictions"/>
<field name="pre_checking" string="No Need for checklist"/>
<field name="disable_regress" string="Prohibit Regress to this stage"/>
</xpath>
<xpath expr="//field[@name='requirements']" position="after">
<separator/>
<notebook>
<page string="Check List" name="check_list">
<field
name="stage_check_list_lines"
widget="one2many"
mode="tree,form"
>
<form>
<!-- <field name="check_task" invisible="1"/>-->
<group>
<field name="check_task"/>
<field name="s_team_id" options="{'no_create':True}"/>
<field name="approve_groups" widget="many2many_tags" options="{'no_create':True}"/>
<field name="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="s_team_id" string="only for team" options="{'no_create':True}"/>
<field name="approve_groups" widget="many2many_tags" options="{'no_create':True}"/>
<field name="stage_recover"/>
<field name="stage_id" invisible="1"/>
</tree>
</field>
</page>
</notebook>
</xpath>
</field>
</record>
</data>
</odoo>
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