@ -0,0 +1,48 @@ |
|||||
|
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg |
||||
|
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
||||
|
:alt: License: AGPL-3 |
||||
|
|
||||
|
Insurance Management |
||||
|
==================== |
||||
|
This module will used for Insurance Management & Operations. |
||||
|
|
||||
|
|
||||
|
Configuration |
||||
|
============= |
||||
|
* No additional configurations needed |
||||
|
|
||||
|
Company |
||||
|
------- |
||||
|
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
||||
|
|
||||
|
Credits |
||||
|
------- |
||||
|
* Developer: Niyas Raphy@cybrosys |
||||
|
Sreejith P @cybrosys |
||||
|
version 13: Nimisha Murali @cybrosys |
||||
|
version 14: Muhammed Nafih @cybrosys |
||||
|
version 15: Abhishek E T @cybrosys |
||||
|
|
||||
|
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 `Our Website <https://cybrosys.com/>`__ |
||||
|
|
||||
|
Further information |
||||
|
=================== |
||||
|
HTML Description: `<static/description/index.html>`__ |
||||
|
|
||||
|
|
@ -0,0 +1,23 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Cybrosys Techno Solutions(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 |
@ -0,0 +1,47 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Cybrosys Techno Solutions(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': 'Insurance Management', |
||||
|
'version': '15.0.1.0.0', |
||||
|
'summary': """Insurance Management & Operations""", |
||||
|
'description': """Insurance Management""", |
||||
|
'author': 'Cybrosys Techno Solutions', |
||||
|
'company': 'Cybrosys Techno Solutions', |
||||
|
'website': 'https://www.cybrosys.com', |
||||
|
'category': 'Industries', |
||||
|
'depends': ['account', 'base'], |
||||
|
'license': 'AGPL-3', |
||||
|
'data': [ |
||||
|
'security/ir.model.access.csv', |
||||
|
'data/insurance_management_data.xml', |
||||
|
'views/claim_details_views.xml', |
||||
|
'views/employee_details_views.xml', |
||||
|
'views/insurance_details_views.xml', |
||||
|
'views/policy_details_views.xml', |
||||
|
'views/insurance_management_menus.xml' |
||||
|
], |
||||
|
'images': ['static/description/banner.png'], |
||||
|
'installable': True, |
||||
|
'application': True, |
||||
|
'auto_install': False, |
||||
|
} |
@ -0,0 +1,20 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<odoo> |
||||
|
|
||||
|
<record id="insurance_details_sequence" model="ir.sequence"> |
||||
|
<field name="name">Insurance Details</field> |
||||
|
<field name="code">insurance.details</field> |
||||
|
<field name="prefix">INS/</field> |
||||
|
<field name="padding">3</field> |
||||
|
<field name="company_id" eval="False"/> |
||||
|
</record> |
||||
|
|
||||
|
<record id="claim_details_sequence" model="ir.sequence"> |
||||
|
<field name="name">Claim Details</field> |
||||
|
<field name="code">claim.details</field> |
||||
|
<field name="prefix">CLM/</field> |
||||
|
<field name="padding">3</field> |
||||
|
<field name="company_id" eval="False"/> |
||||
|
</record> |
||||
|
|
||||
|
</odoo> |
@ -0,0 +1,7 @@ |
|||||
|
## Module <insurance_management_cybro> |
||||
|
|
||||
|
#### 11.11.2021 |
||||
|
#### Version 15.0.1.0.0 |
||||
|
#### ADD |
||||
|
|
||||
|
- Initial commit for Insurance Management |
@ -0,0 +1,27 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Cybrosys Techno Solutions(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 account_move |
||||
|
from . import claim_details |
||||
|
from . import employee_details |
||||
|
from . import insurance_details |
||||
|
from . import policy_details |
@ -0,0 +1,30 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Cybrosys Techno Solutions(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 odoo import models, fields |
||||
|
|
||||
|
|
||||
|
class AccountMove(models.Model): |
||||
|
_inherit = 'account.move' |
||||
|
|
||||
|
insurance_id = fields.Many2one('insurance.details', string='Insurance') |
||||
|
claim_id = fields.Many2one('claim.details', string='Insurance') |
@ -0,0 +1,76 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Cybrosys Techno Solutions(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 odoo import api, fields, models, _ |
||||
|
|
||||
|
|
||||
|
class ClaimDetails(models.Model): |
||||
|
_name = 'claim.details' |
||||
|
|
||||
|
name = fields.Char(string='Name', required=True, copy=False, |
||||
|
readonly=True, index=True, default=lambda self: _('New')) |
||||
|
name_2 = fields.Char( |
||||
|
string='Name 2', required=True, copy=False, readonly=True, index=True, |
||||
|
default=lambda self: _('New')) |
||||
|
insurance_id = fields.Many2one('insurance.details', required=True, |
||||
|
domain=[('state', '=', 'confirmed')], |
||||
|
help="Confirmed orders can be selected") |
||||
|
partner_id = fields.Many2one(related='insurance_id.partner_id', |
||||
|
string='Customer', readonly=True) |
||||
|
policy_id = fields.Many2one(related='insurance_id.policy_id', |
||||
|
string='Policy', readonly=True) |
||||
|
employee_id = fields.Many2one(related='insurance_id.employee_id', |
||||
|
string='Agent', readonly=True) |
||||
|
currency_id = fields.Many2one( |
||||
|
'res.currency', string='Currency', required=True, |
||||
|
default=lambda self: self.env.user.company_id.currency_id.id) |
||||
|
amount = fields.Monetary(related='insurance_id.amount', string='Amount') |
||||
|
date_claimed = fields.Date( |
||||
|
string='Date Applied', default=fields.Date.context_today) |
||||
|
invoice_id = fields.Many2one('account.move', string='Invoiced', |
||||
|
readonly=True, copy=False) |
||||
|
note_field = fields.Html(string='Comment') |
||||
|
|
||||
|
@api.model |
||||
|
def create(self, vals): |
||||
|
if vals.get('name', 'New') == 'New': |
||||
|
vals['name'] = self.env['ir.sequence'].next_by_code( |
||||
|
'claim.details') or 'New' |
||||
|
return super(ClaimDetails, self).create(vals) |
||||
|
|
||||
|
def action_create_bill(self): |
||||
|
if not self.invoice_id: |
||||
|
invoice_val = self.env['account.move'].sudo().create({ |
||||
|
'move_type': 'in_invoice', |
||||
|
'invoice_date': fields.Date.context_today(self), |
||||
|
'partner_id': self.partner_id.id, |
||||
|
'invoice_user_id': self.env.user.id, |
||||
|
'claim_id': self.id, |
||||
|
'invoice_origin': self.name, |
||||
|
'invoice_line_ids': [(0, 0, { |
||||
|
'name': 'Invoice For Insurance Claim', |
||||
|
'quantity': 1, |
||||
|
'price_unit': self.amount, |
||||
|
'account_id': 41, |
||||
|
})], |
||||
|
}) |
||||
|
self.invoice_id = invoice_val |
@ -0,0 +1,97 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Cybrosys Techno Solutions(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/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
|
||||
|
import re |
||||
|
|
||||
|
from odoo import api, fields, models, _ |
||||
|
from odoo.exceptions import UserError, ValidationError |
||||
|
|
||||
|
|
||||
|
class EmployeeDetails(models.Model): |
||||
|
_name = 'employee.details' |
||||
|
|
||||
|
name = fields.Char(string='Name', required=True) |
||||
|
user_id = fields.Many2one( |
||||
|
'res.users', string='Related User', copy=False) |
||||
|
sex = fields.Selection( |
||||
|
[('male', 'Male'), ('female', 'Female'), ('others', 'Others')]) |
||||
|
phone = fields.Char(string='Phone Number') |
||||
|
salary_type = fields.Selection( |
||||
|
[('fixed', 'Fixed'), ('commission', 'Commission'), ('both', 'Both')], |
||||
|
default='commission', required=True) |
||||
|
currency_id = fields.Many2one( |
||||
|
'res.currency', string='Currency', required=True, |
||||
|
default=lambda self: self.env.user.company_id.currency_id.id) |
||||
|
base_salary = fields.Monetary(string='Base Salary') |
||||
|
last_salary_date = fields.Date(string='Last Payment On', copy=False) |
||||
|
insurance_ids = fields.One2many('insurance.details', 'employee_id', |
||||
|
string='Last Payment On', readonly=True) |
||||
|
note_field = fields.Html(string='Comment') |
||||
|
invoice_id = fields.Many2one( |
||||
|
'account.move', string='Last payment', copy=False, readonly=True) |
||||
|
|
||||
|
def action_salary_payment(self): |
||||
|
if self.invoice_id: |
||||
|
if self.invoice_id.state == 'draft': |
||||
|
raise UserError(_("You must validate the last payment made in " |
||||
|
"order to create a new payment")) |
||||
|
amount = 0.0 |
||||
|
if self.base_salary == 0.0: |
||||
|
raise UserError(_("Amount should be greater than zero")) |
||||
|
if self.salary_type == 'fixed': |
||||
|
amount = self.base_salary |
||||
|
elif self.salary_type == 'commission': |
||||
|
for ins in self.insurance_ids: |
||||
|
if self.last_salary_date: |
||||
|
if ins.start_date > self.last_salary_date: |
||||
|
amount += (ins.commission_rate * ins.amount) / 100 |
||||
|
else: |
||||
|
amount = self.base_salary |
||||
|
for ins in self.insurance_ids: |
||||
|
if ins.start_date > self.last_salary_date: |
||||
|
amount += (ins.commission_rate * ins.amount) / 100 |
||||
|
invoice_date = self.env['account.move'].sudo().create({ |
||||
|
'move_type': 'in_invoice', |
||||
|
'invoice_date': fields.Date.context_today(self), |
||||
|
'partner_id': self.user_id.partner_id.id, |
||||
|
'invoice_user_id': self.env.user.id, |
||||
|
'claim_id': self.id, |
||||
|
'invoice_origin': self.name, |
||||
|
'invoice_line_ids': [(0, 0, { |
||||
|
'name': 'Invoice For Insurance Claim', |
||||
|
'quantity': 1, |
||||
|
'price_unit': amount, |
||||
|
'account_id': 41, |
||||
|
})], |
||||
|
}) |
||||
|
self.sudo().write({ |
||||
|
'invoice_id': invoice_date.id, |
||||
|
'last_salary_date': fields.Date.context_today(self), |
||||
|
}) |
||||
|
|
||||
|
@api.constrains('phone') |
||||
|
def check_phone(self): |
||||
|
""" make sure phone contains only numbers""" |
||||
|
for rec in self: |
||||
|
if not re.match('^[0-9]*$', rec.phone): |
||||
|
raise ValidationError( |
||||
|
_('Only numbers are permitted in phone number')) |
@ -0,0 +1,93 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Cybrosys Techno Solutions(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 odoo import api, fields, models, _ |
||||
|
from odoo.exceptions import UserError |
||||
|
|
||||
|
|
||||
|
class InsuranceDetails(models.Model): |
||||
|
_name = 'insurance.details' |
||||
|
|
||||
|
name = fields.Char( |
||||
|
string='Name', required=True, copy=False, readonly=True, index=True, |
||||
|
default=lambda self: _('New')) |
||||
|
partner_id = fields.Many2one('res.partner', string='Customer', |
||||
|
required=True) |
||||
|
start_date = fields.Date( |
||||
|
string='Date Started', default=fields.Date.context_today, required=True) |
||||
|
close_date = fields.Date(string='Date Closed', readonly=True) |
||||
|
invoice_ids = fields.One2many('account.move', 'insurance_id', |
||||
|
string='Invoices', readonly=True) |
||||
|
employee_id = fields.Many2one( |
||||
|
'employee.details', string='Agent', required=True) |
||||
|
commission_rate = fields.Float(string='Commission Percentage') |
||||
|
policy_id = fields.Many2one( |
||||
|
'policy.details', string='Policy', required=True) |
||||
|
currency_id = fields.Many2one( |
||||
|
'res.currency', string='Currency', required=True, |
||||
|
default=lambda self: self.env.user.company_id.currency_id.id) |
||||
|
amount = fields.Monetary(related='policy_id.amount', string='Amount') |
||||
|
state = fields.Selection( |
||||
|
[('draft', 'Draft'), ('confirmed', 'Confirmed'), ('closed', 'Closed')], |
||||
|
required=True, default='draft') |
||||
|
hide_inv_button = fields.Boolean(copy=False) |
||||
|
note_field = fields.Html(string='Comment') |
||||
|
|
||||
|
def action_confirm_insurance(self): |
||||
|
if self.amount > 0: |
||||
|
self.state = 'confirmed' |
||||
|
self.hide_inv_button = True |
||||
|
else: |
||||
|
raise UserError(_("Amount should be greater than zero")) |
||||
|
|
||||
|
def action_create_invoice(self): |
||||
|
created_invoice = self.env['account.move'].sudo().create({ |
||||
|
'move_type': 'out_invoice', |
||||
|
'invoice_date': fields.Date.context_today(self), |
||||
|
'partner_id': self.partner_id.id, |
||||
|
'invoice_user_id': self.env.user.id, |
||||
|
'invoice_origin': self.name, |
||||
|
'invoice_line_ids': [(0, 0, { |
||||
|
'name': 'Invoice For Insurance', |
||||
|
'quantity': 1, |
||||
|
'price_unit': self.amount, |
||||
|
'account_id': 41, |
||||
|
})], |
||||
|
}) |
||||
|
self.invoice_ids = created_invoice |
||||
|
if self.policy_id.payment_type == 'fixed': |
||||
|
self.hide_inv_button = False |
||||
|
|
||||
|
def action_close_insurance(self): |
||||
|
for records in self.invoice_ids: |
||||
|
if records.state == 'paid': |
||||
|
raise UserError(_("All invoices must be paid")) |
||||
|
self.state = 'closed' |
||||
|
self.close_date = fields.Date.context_today(self) |
||||
|
self.hide_inv_button = False |
||||
|
|
||||
|
@api.model |
||||
|
def create(self, vals): |
||||
|
if vals.get('name', 'New') == 'New': |
||||
|
vals['name'] = self.env['ir.sequence'].next_by_code( |
||||
|
'insurance.details') or 'New' |
||||
|
return super(InsuranceDetails, self).create(vals) |
@ -0,0 +1,46 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Cybrosys Techno Solutions(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 odoo import fields, models |
||||
|
|
||||
|
|
||||
|
class PolicyDetails(models.Model): |
||||
|
_name = 'policy.details' |
||||
|
|
||||
|
name = fields.Char(string='Name', required=True) |
||||
|
policy_type_id = fields.Many2one( |
||||
|
'policy.type', string='Policy Type', required=True) |
||||
|
payment_type = fields.Selection( |
||||
|
[('fixed', 'Fixed'), ('installment', 'Installment')], |
||||
|
required=True, default='fixed') |
||||
|
currency_id = fields.Many2one( |
||||
|
'res.currency', string='Currency', required=True, |
||||
|
default=lambda self: self.env.user.company_id.currency_id.id) |
||||
|
amount = fields.Monetary(string='Amount', required=True) |
||||
|
policy_duration = fields.Integer(string='Duration in Days', required=True) |
||||
|
note_field = fields.Html(string='Comment') |
||||
|
|
||||
|
|
||||
|
class PolicyType(models.Model): |
||||
|
_name = 'policy.type' |
||||
|
|
||||
|
name = fields.Char(string='Name') |
|
After Width: | Height: | Size: 3.6 KiB |
After Width: | Height: | Size: 310 B |
After Width: | Height: | Size: 1.3 KiB |
After Width: | Height: | Size: 1.4 KiB |
After Width: | Height: | Size: 576 B |
After Width: | Height: | Size: 733 B |
After Width: | Height: | Size: 911 B |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 3.4 KiB |
After Width: | Height: | Size: 673 B |
After Width: | Height: | Size: 878 B |
After Width: | Height: | Size: 653 B |
After Width: | Height: | Size: 905 B |
After Width: | Height: | Size: 839 B |
After Width: | Height: | Size: 427 B |
After Width: | Height: | Size: 627 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 988 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 51 KiB |
After Width: | Height: | Size: 61 KiB |
After Width: | Height: | Size: 60 KiB |
After Width: | Height: | Size: 59 KiB |
After Width: | Height: | Size: 52 KiB |
After Width: | Height: | Size: 54 KiB |
After Width: | Height: | Size: 180 KiB |
After Width: | Height: | Size: 399 KiB |
After Width: | Height: | Size: 42 KiB |
After Width: | Height: | Size: 72 KiB |
After Width: | Height: | Size: 75 KiB |
After Width: | Height: | Size: 51 KiB |
After Width: | Height: | Size: 58 KiB |
After Width: | Height: | Size: 16 KiB |
@ -0,0 +1,552 @@ |
|||||
|
<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;"> |
||||
|
Insurance Management |
||||
|
</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;"> |
||||
|
A Module for Manage Insurance Business. |
||||
|
</p> |
||||
|
<img src="./assets/screenshots/hero.png" 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> |
||||
|
<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="#configuration" 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;"> |
||||
|
Configuration</h3> |
||||
|
<p style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
||||
|
View configurations for 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 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;"> |
||||
|
This module crafted by Cybrosys Technologies, allows the user to create insurance policies. |
||||
|
Insurances can be created under these policies. We can manage the insurance claims and the |
||||
|
salary of agents with or without the commission. |
||||
|
</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
|
||||
|
<div class="row" id="configuration"> |
||||
|
<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-cogs mr-2"></i>Configuration |
||||
|
</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;">The accounting localization for the country has to be installed</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;">Create insurance policies for customers</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;">Manage insurance claims and details</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;">Manage salary and commission of agents</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;">Create accounting entries for all</h4> |
||||
|
<p style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">Invoices/ Bills can be created for insurance, claims and the salary/commission of agents.</p> |
||||
|
</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;">View and manage customers</h4> |
||||
|
<p>Configuration -> Customers</p> |
||||
|
<img src="assets/screenshots/insurance_management_cybro-1.png" class="img-responsive img-thumbnail border" |
||||
|
width="100%" height="auto" /> |
||||
|
</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;">Manage policies</h4> |
||||
|
<p>Configuration -> Policies</p> |
||||
|
<p>Create new policies and add the policy details</p> |
||||
|
<img src="assets/screenshots/insurance_management_cybro-2.png" class="img-responsive img-thumbnail border" |
||||
|
width="100%" height="auto" /> |
||||
|
</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;">Manage Agents(Employee)</h4> |
||||
|
<p>Agent -> Agent</p> |
||||
|
<p>Create new agent and add the details. The salary type can be selected as fixed, commission or both(salary + commission). |
||||
|
The salary payment can be done where the salary is computed based on the salary type selected. The commission is |
||||
|
calculated based on the percentage mentioned in the insurances under the agent.</p> |
||||
|
<img src="assets/screenshots/insurance_management_cybro-3.png" class="img-responsive img-thumbnail border" |
||||
|
width="100%" height="auto" /> |
||||
|
</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;">Manage insurances</h4> |
||||
|
<p>Insurance Management -> Insurance</p> |
||||
|
<p>Create insurance to customers based on a policy. Add the agent and the commission of agent in percentage. |
||||
|
The insurance can be confirmed after adding all required details. Invoice can be created for the insurance.</p> |
||||
|
<img src="assets/screenshots/insurance_management_cybro-4.png" class="img-responsive img-thumbnail border" |
||||
|
width="100%" height="auto" /> |
||||
|
</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;">Manage claims</h4> |
||||
|
<p>Insurance Management -> Claims</p> |
||||
|
<P>Insurance claims can be created for the confirmed insurances. Bill can be created for the claim.</P> |
||||
|
<img src="assets/screenshots/insurance_management_cybro-5.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/14.0/export_stockinfo_xls/" 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/export_image.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/14.0/dashboard_pos/" 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/pos_image.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/14.0/product_approval_management/" |
||||
|
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/approval_image.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/14.0/base_account_budget/" 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/budget_image.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/14.0/shopify_odoo_connector/" 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/shopify_image.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/14.0/odoo11_magento2/" 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/magento_image.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 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 & 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 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>WhatsApp |
||||
|
</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> |
@ -0,0 +1,69 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<odoo> |
||||
|
|
||||
|
<record id="claim_details_view_form" model="ir.ui.view"> |
||||
|
<field name="name">claim.details.view.form</field> |
||||
|
<field name="model">claim.details</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<form string="Claim Details Form"> |
||||
|
<header> |
||||
|
<button name="action_create_bill" string="Create Bill" type="object" class="oe_highlight" |
||||
|
attrs="{'invisible': [('invoice_id', '!=', False)]}"/> |
||||
|
</header> |
||||
|
<sheet> |
||||
|
<div class="oe_title"> |
||||
|
<h1> |
||||
|
<field name="name"/> |
||||
|
</h1> |
||||
|
</div> |
||||
|
<group> |
||||
|
<group> |
||||
|
<field name="insurance_id" options="{'no_create': True}"/> |
||||
|
<field name="partner_id"/> |
||||
|
<field name="policy_id"/> |
||||
|
<field name="employee_id"/> |
||||
|
</group> |
||||
|
<group> |
||||
|
<field name="date_claimed"/> |
||||
|
<field name="currency_id" invisible="1"/> |
||||
|
<field name="amount"/> |
||||
|
<field name="invoice_id"/> |
||||
|
</group> |
||||
|
</group> |
||||
|
<notebook> |
||||
|
<page string="Extra Notes"> |
||||
|
<field name="note_field"/> |
||||
|
</page> |
||||
|
</notebook> |
||||
|
</sheet> |
||||
|
</form> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="claim_details_view_tree" model="ir.ui.view"> |
||||
|
<field name="name">claim.details.view.tree</field> |
||||
|
<field name="model">claim.details</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<tree string="Claim Details Tree"> |
||||
|
<field name="name"/> |
||||
|
<field name="insurance_id"/> |
||||
|
<field name="partner_id"/> |
||||
|
<field name="policy_id"/> |
||||
|
<field name="currency_id" invisible="1"/> |
||||
|
<field name="amount"/> |
||||
|
</tree> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="claim_details_action" model="ir.actions.act_window"> |
||||
|
<field name="name">Claim Management</field> |
||||
|
<field name="res_model">claim.details</field> |
||||
|
<field name="view_mode">tree,form</field> |
||||
|
<field name="help" type="html"> |
||||
|
<p class="oe_view_nocontent_create"> |
||||
|
You haven't created any claims yet. |
||||
|
</p> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
</odoo> |
@ -0,0 +1,71 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<odoo> |
||||
|
|
||||
|
<record id="employee_details_view_form" model="ir.ui.view"> |
||||
|
<field name="name">employee.details.view.form</field> |
||||
|
<field name="model">employee.details</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<form string="Employee Details Form"> |
||||
|
<header> |
||||
|
<button name="action_salary_payment" string="Salary Payment" type="object" |
||||
|
attrs="{'invisible': [('user_id', '=', False)]}" class="oe_highlight"/> |
||||
|
</header> |
||||
|
<sheet> |
||||
|
<div class="oe_title"> |
||||
|
<h1> |
||||
|
<field name="name"/> |
||||
|
</h1> |
||||
|
</div> |
||||
|
<group> |
||||
|
<group> |
||||
|
<field name="phone"/> |
||||
|
<field name="salary_type"/> |
||||
|
<field name="currency_id" invisible="1"/> |
||||
|
<field name="base_salary"/> |
||||
|
</group> |
||||
|
<group> |
||||
|
<field name="sex"/> |
||||
|
<field name="last_salary_date"/> |
||||
|
<field name="user_id"/> |
||||
|
<field name="invoice_id"/> |
||||
|
</group> |
||||
|
</group> |
||||
|
<notebook> |
||||
|
<page string="Insurance_ids"> |
||||
|
<field name="insurance_ids"/> |
||||
|
</page> |
||||
|
<page string="Extra Notes"> |
||||
|
<field name="note_field"/> |
||||
|
</page> |
||||
|
</notebook> |
||||
|
</sheet> |
||||
|
</form> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="employee_details_view_tree" model="ir.ui.view"> |
||||
|
<field name="name">employee.details.view.tree</field> |
||||
|
<field name="model">employee.details</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<tree string="Employee Details Tree"> |
||||
|
<field name="name"/> |
||||
|
<field name="phone"/> |
||||
|
<field name="salary_type"/> |
||||
|
<field name="sex"/> |
||||
|
<field name="last_salary_date"/> |
||||
|
</tree> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="employee_details_action" model="ir.actions.act_window"> |
||||
|
<field name="name">Employee Management</field> |
||||
|
<field name="res_model">employee.details</field> |
||||
|
<field name="view_mode">tree,form</field> |
||||
|
<field name="help" type="html"> |
||||
|
<p class="oe_view_nocontent_create"> |
||||
|
You haven't created any employee yet. |
||||
|
</p> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
</odoo> |
@ -0,0 +1,79 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<odoo> |
||||
|
|
||||
|
<record id="insurance_details_view_form" model="ir.ui.view"> |
||||
|
<field name="name">insurance.details.view.form</field> |
||||
|
<field name="model">insurance.details</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<form string="Insurance Details Form"> |
||||
|
<header> |
||||
|
<button name="action_confirm_insurance" string="Confirm" type="object" |
||||
|
states="draft" class="oe_highlight"/> |
||||
|
<button name="action_create_invoice" string="Create Invoice" type="object" class="oe_highlight" |
||||
|
attrs="{'invisible': [('hide_inv_button', '!=', True)]}"/> |
||||
|
<button name="action_close_insurance" string="Close" type="object" |
||||
|
states="confirmed" class="oe_highlight"/> |
||||
|
<field name="state" widget="statusbar"/> |
||||
|
</header> |
||||
|
<sheet> |
||||
|
<div class="oe_title"> |
||||
|
<h1> |
||||
|
<field name="name"/> |
||||
|
</h1> |
||||
|
</div> |
||||
|
<group> |
||||
|
<group> |
||||
|
<field name="partner_id"/> |
||||
|
<field name="policy_id"/> |
||||
|
<field name="employee_id"/> |
||||
|
<field name="commission_rate"/> |
||||
|
<field name="hide_inv_button" invisible="1"/> |
||||
|
</group> |
||||
|
<group> |
||||
|
<field name="start_date"/> |
||||
|
<field name="close_date"/> |
||||
|
<field name="currency_id" invisible="1"/> |
||||
|
<field name="amount"/> |
||||
|
</group> |
||||
|
</group> |
||||
|
<notebook> |
||||
|
<page string="Invoices"> |
||||
|
<field name="invoice_ids"/> |
||||
|
</page> |
||||
|
<page string="Extra Notes"> |
||||
|
<field name="note_field"/> |
||||
|
</page> |
||||
|
</notebook> |
||||
|
</sheet> |
||||
|
</form> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="insurance_details_view_tree" model="ir.ui.view"> |
||||
|
<field name="name">insurance.details.view.tree</field> |
||||
|
<field name="model">insurance.details</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<tree string="Insurance Details Tree"> |
||||
|
<field name="name"/> |
||||
|
<field name="partner_id"/> |
||||
|
<field name="policy_id"/> |
||||
|
<field name="employee_id"/> |
||||
|
<field name="currency_id" invisible="1"/> |
||||
|
<field name="amount"/> |
||||
|
<field name="state"/> |
||||
|
</tree> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="insurance_details_action" model="ir.actions.act_window"> |
||||
|
<field name="name">Insurance Management</field> |
||||
|
<field name="res_model">insurance.details</field> |
||||
|
<field name="view_mode">tree,form</field> |
||||
|
<field name="help" type="html"> |
||||
|
<p class="oe_view_nocontent_create"> |
||||
|
You haven't created any insurance yet. |
||||
|
</p> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
</odoo> |
@ -0,0 +1,22 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<odoo> |
||||
|
|
||||
|
<menuitem id="insurance_management_menu_root" name="Insurance" sequence="5" |
||||
|
web_icon="insurance_management_cybro,static/description/icon.png"/> |
||||
|
<menuitem id="insurance_management_menu_insurance_management" name="Insurance Management" |
||||
|
parent="insurance_management_menu_root" sequence="10"/> |
||||
|
<menuitem id="insurance_details_menu_action" name="Insurance" parent="insurance_management_menu_insurance_management" |
||||
|
action="insurance_details_action" sequence="10"/> |
||||
|
<menuitem id="claim_details_menu_action" name="Claims" parent="insurance_management_menu_insurance_management" |
||||
|
action="claim_details_action" sequence="20"/> |
||||
|
<menuitem id="insurance_management_menu_agent" name="Agent" parent="insurance_management_menu_root" sequence="20"/> |
||||
|
<menuitem id="employee_details_menu_action" name="Agent" parent="insurance_management_menu_agent" |
||||
|
action="employee_details_action" sequence="10"/> |
||||
|
<menuitem id="insurance_management_menu_configuration" name="Configuration" parent="insurance_management_menu_root" |
||||
|
sequence="30"/> |
||||
|
<menuitem id="policy_details_menu_action" name="Policy" parent="insurance_management_menu_configuration" |
||||
|
action="policy_details_action" sequence="10"/> |
||||
|
<menuitem id="res_partner_customer_menu_action" name="Customers" parent="insurance_management_menu_configuration" |
||||
|
action="base.action_partner_customer_form" sequence="20"/> |
||||
|
|
||||
|
</odoo> |
@ -0,0 +1,62 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<odoo> |
||||
|
|
||||
|
<record id="policy_details_view_form" model="ir.ui.view"> |
||||
|
<field name="name">policy.details.view.form</field> |
||||
|
<field name="model">policy.details</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<form string="Policy Details Form"> |
||||
|
<sheet> |
||||
|
<div class="oe_title"> |
||||
|
<h1> |
||||
|
<field name="name"/> |
||||
|
</h1> |
||||
|
</div> |
||||
|
<group> |
||||
|
<group> |
||||
|
<field name="policy_type_id"/> |
||||
|
<field name="policy_duration"/> |
||||
|
</group> |
||||
|
<group> |
||||
|
<field name="payment_type"/> |
||||
|
<field name="currency_id" invisible="1"/> |
||||
|
<field name="amount"/> |
||||
|
</group> |
||||
|
</group> |
||||
|
<notebook> |
||||
|
<page string="Extra Notes"> |
||||
|
<field name="note_field"/> |
||||
|
</page> |
||||
|
</notebook> |
||||
|
</sheet> |
||||
|
</form> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="policy_details_view_tree" model="ir.ui.view"> |
||||
|
<field name="name">policy.details.view.tree</field> |
||||
|
<field name="model">policy.details</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<tree string="Policy Details Tree"> |
||||
|
<field name="name"/> |
||||
|
<field name="policy_type_id"/> |
||||
|
<field name="policy_duration"/> |
||||
|
<field name="payment_type"/> |
||||
|
<field name="currency_id" invisible="1"/> |
||||
|
<field name="amount"/> |
||||
|
</tree> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="policy_details_action" model="ir.actions.act_window"> |
||||
|
<field name="name">Policy Management</field> |
||||
|
<field name="res_model">policy.details</field> |
||||
|
<field name="view_mode">tree,form</field> |
||||
|
<field name="help" type="html"> |
||||
|
<p class="oe_view_nocontent_create"> |
||||
|
You haven't created any policy yet. |
||||
|
</p> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
</odoo> |
@ -0,0 +1,40 @@ |
|||||
|
Automate Sale And Purchase Orders |
||||
|
================================= |
||||
|
This module provides an option to automate the sale and purchase order. |
||||
|
|
||||
|
Configuration |
||||
|
============= |
||||
|
* The invoice policy should be set as 'Ordered Quantities' to automate invoice creation and printing. |
||||
|
* The accounting localization for the country has to be installed. |
||||
|
|
||||
|
Company |
||||
|
------- |
||||
|
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
||||
|
|
||||
|
Credits |
||||
|
------- |
||||
|
* Developers: Nimisha Murali @cybrosys, Contact: odoo@cybrosys.com |
||||
|
version 14: Minhaj T @cybrosys, Contact: odoo@cybrosys.com |
||||
|
version 15: Abhishek E T @cybrosys, 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 `Our Website <https://cybrosys.com/>`__ |
||||
|
|
||||
|
Further information |
||||
|
=================== |
||||
|
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,23 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Nimisha Muralidhar (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 |
@ -0,0 +1,43 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Nimisha Muralidhar (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': 'Automate Sale And Purchase Orders', |
||||
|
'version': '15.0.1.0.0', |
||||
|
'category': 'Extra Tools', |
||||
|
'summary': 'Automate the sale and purchase orders flow', |
||||
|
'description': 'Automate sale and purchase orders flow', |
||||
|
'author': 'Cybrosys Techno Solutions', |
||||
|
'company': 'Cybrosys Techno Solutions', |
||||
|
'maintainer': 'Cybrosys Techno Solutions', |
||||
|
'images': ['static/description/banner.png'], |
||||
|
'website': 'https://www.cybrosys.com', |
||||
|
'depends': ['account', 'base', 'purchase', 'sale_management'], |
||||
|
'data': [ |
||||
|
'views/purchase_views.xml', |
||||
|
'views/res_config_settings_views.xml', |
||||
|
'views/sale_order_views.xml' |
||||
|
], |
||||
|
'license': 'AGPL-3', |
||||
|
'installable': True, |
||||
|
'auto_install': False, |
||||
|
'application': False, |
||||
|
} |
@ -0,0 +1,10 @@ |
|||||
|
## Module <sale_purchase_automated> |
||||
|
|
||||
|
#### 11.11.2021 |
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#### Version 15.0.1.0.0 |
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#### ADD |
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Initial commit for Automate Sale And Purchase Orders |
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# -*- coding: utf-8 -*- |
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############################################################################# |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Nimisha Muralidhar (odoo@cybrosys.com) |
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# |
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# You can modify it under the terms of the GNU AFFERO |
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
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# (AGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################# |
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from . import purchase |
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from . import res_config_settings |
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from . import sale_order |
@ -0,0 +1,51 @@ |
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# -*- coding: utf-8 -*- |
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############################################################################# |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Nimisha Muralidhar (odoo@cybrosys.com) |
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# |
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# You can modify it under the terms of the GNU AFFERO |
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
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# (AGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################# |
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from odoo import api, fields, models |
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class PurchaseOrder(models.Model): |
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_inherit = 'purchase.order' |
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automate_print_bills = fields.Boolean( |
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'Create Bills', help="Create bills with purchase orders") |
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@api.model |
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def create(self, vals): |
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"""Super the method create to confirm RFQ""" |
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res = super(PurchaseOrder, self).create(vals) |
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automate_purchase = self.env['ir.config_parameter'].sudo().get_param( |
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'automate_purchase') |
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automate_print_bills = self.env['ir.config_parameter'].sudo().get_param( |
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'automate_print_bills') |
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if automate_purchase: |
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res.button_confirm() |
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if automate_print_bills: |
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res.automate_print_bills = True |
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return res |
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else: |
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return res |
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def action_print_bill(self): |
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"""Method to print bill""" |
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data = self.invoice_ids |
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return self.env.ref('account.account_invoices').report_action(data) |
@ -0,0 +1,82 @@ |
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# -*- coding: utf-8 -*- |
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############################################################################# |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Nimisha Muralidhar (odoo@cybrosys.com) |
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# |
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# You can modify it under the terms of the GNU AFFERO |
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
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# (AGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################# |
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from odoo import api, fields, models |
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class ResConfigSettings(models.TransientModel): |
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_inherit = 'res.config.settings' |
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automate_purchase = fields.Boolean( |
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'Confirm RFQ', default=False, help="Automate confirmation for RFQ") |
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automate_print_bills = fields.Boolean( |
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'Print Bills', default=False, |
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help="Print bill from corresponding purchase order") |
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automate_sale = fields.Boolean( |
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'Confirm Quotation', default=False, |
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help="Automate confirmation for quotation") |
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automate_invoice = fields.Boolean( |
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'Create Invoice', default=False, help="Create invoices for sales order") |
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automate_validate_invoice = fields.Boolean( |
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'Validate Invoice', default=False, |
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help="Automate validation of invoice") |
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automate_print_invoices = fields.Boolean( |
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'Print Invoices', default=False, |
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help="Print invoice from corresponding sales order") |
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@api.model |
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def get_values(self): |
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"""Get values from the fields""" |
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res = super(ResConfigSettings, self).get_values() |
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res.update( |
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automate_purchase=self.env['ir.config_parameter'].sudo().get_param( |
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'automate_purchase'), |
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automate_print_bills=self.env[ |
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'ir.config_parameter'].sudo().get_param('automate_print_bills'), |
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automate_print_invoices=self.env[ |
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'ir.config_parameter'].sudo().get_param( |
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'automate_print_invoices'), |
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automate_sale=self.env['ir.config_parameter'].sudo().get_param( |
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'automate_sale'), |
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automate_invoice=self.env['ir.config_parameter'].sudo().get_param( |
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'automate_invoice'), |
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automate_validate_invoice=self.env[ |
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'ir.config_parameter'].sudo().get_param( |
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'automate_validate_invoice'), |
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) |
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return res |
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def set_values(self): |
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"""Set values in the fields""" |
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super(ResConfigSettings, self).set_values() |
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self.env['ir.config_parameter'].sudo().set_param( |
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'automate_purchase', self.automate_purchase) |
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self.env['ir.config_parameter'].sudo().set_param( |
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'automate_print_bills', self.automate_print_bills) |
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self.env['ir.config_parameter'].sudo().set_param( |
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'automate_print_invoices', self.automate_print_invoices) |
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self.env['ir.config_parameter'].sudo().set_param( |
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'automate_sale', self.automate_sale) |
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self.env['ir.config_parameter'].sudo().set_param( |
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'automate_invoice', self.automate_invoice) |
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self.env['ir.config_parameter'].sudo().set_param( |
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'automate_validate_invoice', self.automate_validate_invoice) |
@ -0,0 +1,61 @@ |
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# -*- coding: utf-8 -*- |
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############################################################################# |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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|
# |
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# Copyright (C) 2021-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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|
# Author: Nimisha Muralidhar (odoo@cybrosys.com) |
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|
# |
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|
# You can modify it under the terms of the GNU AFFERO |
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|
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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|
# |
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|
# This program is distributed in the hope that it will be useful, |
||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
||||
|
# GNU AFFERO GENERAL PUBLIC LICENSE (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/>. |
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|
# |
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|
############################################################################# |
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from odoo import api, fields, models |
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class SaleOrder(models.Model): |
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_inherit = 'sale.order' |
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automate_print_invoices = fields.Boolean( |
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'Print Invoices', |
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help="Print invoices for corresponding purchase orders") |
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@api.model_create_multi |
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def create(self, vals_list): |
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""" |
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Super the method create to confirm quotation, create and validate |
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invoice |
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""" |
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res = super(SaleOrder, self).create(vals_list) |
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automate_purchase = self.env['ir.config_parameter'].sudo().get_param( |
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'automate_sale') |
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automate_invoice = self.env['ir.config_parameter'].sudo().get_param( |
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'automate_invoice') |
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automate_print_invoices = self.env[ |
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'ir.config_parameter'].sudo().get_param('automate_print_invoices') |
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automate_validate_invoice = self.env[ |
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'ir.config_parameter'].sudo().get_param('automate_validate_invoice') |
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if automate_print_invoices: |
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res.automate_print_invoices = True |
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if automate_purchase: |
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res.action_confirm() |
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if automate_invoice: |
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res._create_invoices() |
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if automate_validate_invoice: |
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res.invoice_ids.action_post() |
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return res |
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def action_print_invoice(self): |
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"""Method to print invoice""" |
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data = self.invoice_ids |
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return self.env.ref('account.account_invoices').report_action(data) |
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