@ -0,0 +1,55 @@ |
|||
.. image:: https://img.shields.io/badge/License-AGPL--3-blue.svg |
|||
:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html |
|||
:alt: License: AGPL-3 |
|||
|
|||
CheckList & Approval Process in CRM |
|||
=================================== |
|||
* Check lists are assigned per each opportunity stage. |
|||
* The app lets assign security groups for each check list point. |
|||
* To move a CRM lead forward in your funnel, its check list should be fully confirmed. |
|||
* Check list actions are saved in history. |
|||
|
|||
Installation |
|||
============ |
|||
- www.odoo.com/documentation/18.0/setup/install.html |
|||
- Install our custom addon |
|||
|
|||
Configuration |
|||
============= |
|||
* No additional configurations needed |
|||
|
|||
Company |
|||
------- |
|||
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
|||
|
|||
|
|||
License |
|||
------- |
|||
General Public License, Version 3 (AGPL v3). |
|||
( https://www.gnu.org/licenses/agpl-3.0-standalone.html) |
|||
|
|||
Credits |
|||
------- |
|||
* Developer: (V17) Gayathri V ,(V18) Farook Al Ameen, Contact: odoo@cybrosys.com |
|||
|
|||
Contacts |
|||
-------- |
|||
* Mail Contact : odoo@cybrosys.com |
|||
* Website : https://cybrosys.com |
|||
|
|||
Bug Tracker |
|||
----------- |
|||
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
|||
|
|||
Maintainer |
|||
========== |
|||
.. image:: https://cybrosys.com/images/logo.png |
|||
:target: https://cybrosys.com |
|||
|
|||
This module is maintained by Cybrosys Technologies. |
|||
|
|||
For support and more information, please visit https://www.cybrosys.com |
|||
|
|||
Further information |
|||
=================== |
|||
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Farook Al Ameen (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 +1,50 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Farook Al Ameen (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
{ |
|||
'name': 'CheckList & Approval Process in CRM', |
|||
'version': '18.0.1.0.0', |
|||
'category': 'CRM', |
|||
'summary': 'Manage CRM based on CheckList and Team/Stage and' |
|||
'Approval Process to Make Sure Everything Completed In ' |
|||
'Each Stage', |
|||
'description': """Module to manage CRM and CheckLists.This module will |
|||
helps to manage CRM efficiently by managing checklists and approval system |
|||
for CRM data. """, |
|||
'author': 'Cybrosys Techno Solutions', |
|||
'company': 'Cybrosys Techno Solutions', |
|||
'maintainer': 'Cybrosys Techno Solutions', |
|||
'website': 'https://www.cybrosys.com', |
|||
'depends': ['crm'], |
|||
'data': [ |
|||
'security/crm_check_approve_limiter_groups.xml', |
|||
'security/ir.model.access.csv', |
|||
'views/crm_stage_views.xml', |
|||
'views/crm_lead_views.xml', |
|||
], |
|||
'images': [ |
|||
'static/description/banner.gif' |
|||
], |
|||
'license': 'AGPL-3', |
|||
'installable': True, |
|||
'auto_install': False, |
|||
'application': False, |
|||
} |
@ -0,0 +1,6 @@ |
|||
## Module <crm_check_approve_limiter> |
|||
|
|||
#### 17.10.2024 |
|||
#### Version 18.0.1.0.0 |
|||
#### ADD |
|||
- Initial commit for CheckList & Approval Process in CRM |
@ -0,0 +1,25 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Farook Al Ameen (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import crm_stage |
|||
from . import crm_lead |
|||
from . import crm_lead_check_history |
|||
from . import stage_check_list |
@ -0,0 +1,182 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Farook Al Ameen (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
"""Module Containing CRM lead and CheckList History Models""" |
|||
from datetime import datetime |
|||
from odoo import api, fields, models, _ |
|||
from odoo.exceptions import ValidationError |
|||
|
|||
|
|||
class CrmLead(models.Model): |
|||
"""class for checklist history models""" |
|||
_inherit = "crm.lead" |
|||
|
|||
check_list_ids = fields.Many2many('stage.check.list', |
|||
domain="['&'," |
|||
" ('stage_id', '=', stage_id)," |
|||
"'|',('sales_team_id','='," |
|||
"team_id)," |
|||
"('sales_team_id', '=', False)]", |
|||
string="Checklist", tracking=True, |
|||
help="Many2many field representing a" |
|||
" checklist associated with stage.") |
|||
check_stage_ids = fields.One2many( |
|||
related="stage_id.stage_check_list_lines_ids", |
|||
help="One2many field related to the " |
|||
"stage's check list lines.") |
|||
|
|||
@api.depends('check_list_ids') |
|||
def checklist_progress(self): |
|||
"""Method for Computing CheckList progress value based on selected |
|||
checklist items """ |
|||
for rec in self: |
|||
total_len = rec.env['stage.check.list']. \ |
|||
search_count(['&', ('stage_id', '=', rec.stage_id.id), '|', |
|||
('sales_team_id', '=', rec.team_id.id), |
|||
('sales_team_id', '=', False)]) |
|||
if total_len != 0: |
|||
check_list_len = len(rec.check_list_ids.filtered( |
|||
lambda r: r.sales_team_id == rec.team_id or not |
|||
r.sales_team_id)) |
|||
rec.checklist_progress = (check_list_len * 100) / total_len |
|||
else: |
|||
rec.checklist_progress = 0 |
|||
|
|||
checklist_progress = fields.Float(compute=checklist_progress, |
|||
string='Progress', |
|||
default=0.0) |
|||
check_list_history_ids = fields.One2many('crm.lead.check.history', |
|||
'lead_id', |
|||
string="History", readonly=True) |
|||
|
|||
def write(self, vals_set): |
|||
"""Super the write method for data validation.Here we check |
|||
Progression and regression of stages and based on checklist |
|||
completion stage progression can be blocked from here """ |
|||
if 'stage_id' in vals_set.keys(): |
|||
new_stage_id = self.env['crm.stage'].browse([vals_set['stage_id']]) |
|||
if new_stage_id \ |
|||
and self.stage_id.sequence < new_stage_id.sequence \ |
|||
and not self.stage_id.is_pre_checking \ |
|||
and self.stage_id.stage_check_list_lines_ids \ |
|||
and int(self.checklist_progress) != 100 \ |
|||
and not self.env.user. \ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager'): |
|||
raise ValidationError(_( |
|||
"You cannot move this case forward until " |
|||
"all the check list items are done for " |
|||
"this " |
|||
" stage.")) |
|||
self.check_list_ids = False |
|||
for item in self.stage_id.stage_check_list_lines_ids: |
|||
if item.is_stage_recover: |
|||
history = self.check_list_history_ids.search([( |
|||
'check_item_id', '=', item.id)], order='id desc', |
|||
limit=1) or False |
|||
if history and history.list_action == 'complete' \ |
|||
and item not in self.check_list_ids: |
|||
self.check_list_ids += item |
|||
if 'check_list_ids' in vals_set.keys(): |
|||
group_check = self.env.user. \ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager') |
|||
user_groups = self.env.user.groups_id |
|||
new_ids = self.env['stage.check.list']. \ |
|||
search([('id', 'in', vals_set['check_list_ids'][-1])]) |
|||
check_item_id = (self.check_list_ids - new_ids) |
|||
check_item2 = (new_ids - self.check_list_ids) |
|||
for ch_lst in check_item2: |
|||
if (ch_lst.approve_groups_ids and not ch_lst.approve_groups_ids |
|||
.filtered(lambda f: f in user_groups) and |
|||
not group_check): |
|||
grp_string_t = '\n'.join( |
|||
map(str, ch_lst.approve_groups_ids. |
|||
mapped('full_name'))) |
|||
raise ValidationError(f'Only the below specified group' |
|||
f' members can complete this task' |
|||
f' : {grp_string_t}') |
|||
for ch_lst in check_item_id: |
|||
if (ch_lst.approve_groups_ids and not ch_lst.approve_groups_ids |
|||
.filtered( |
|||
lambda f: f in user_groups) and not group_check): |
|||
grp_string_t = '\n'.join( |
|||
map(str, ch_lst.approve_groups_ids. |
|||
mapped('full_name'))) |
|||
raise ValidationError(f'Only the below specified group' |
|||
f' members can undo this task' |
|||
f' : {grp_string_t}') |
|||
if 'stage_id' not in vals_set.keys() and check_item_id: |
|||
for c_item in check_item_id: |
|||
vals = { |
|||
'lead_id': self.id, |
|||
'check_item_id': c_item.id, |
|||
'list_action': 'not_complete', |
|||
'change_date': datetime.now(), |
|||
'user_id': self.env.user.id, |
|||
'stage_id': self.stage_id.id |
|||
} |
|||
self.env['crm.lead.check.history'].sudo().create(vals) |
|||
elif 'stage_id' not in vals_set.keys() and check_item2: |
|||
for c_item in check_item2: |
|||
vals = { |
|||
'lead_id': self.id, |
|||
'check_item_id': c_item.id, |
|||
'list_action': 'complete', |
|||
'change_date': datetime.now(), |
|||
'user_id': self.env.user.id, |
|||
'stage_id': self.stage_id.id |
|||
} |
|||
self.env['crm.lead.check.history'].sudo().create(vals) |
|||
res = super().write(vals_set) |
|||
return res |
|||
|
|||
@api.onchange('stage_id') |
|||
def _onchange_state_id(self): |
|||
"""It performs validation checks and updates the 'check_list_ids' |
|||
field. """ |
|||
old_stage_id = self._origin.stage_id |
|||
if old_stage_id.sequence < self.stage_id.sequence \ |
|||
and not old_stage_id.is_pre_checking \ |
|||
and old_stage_id.stage_check_list_lines_ids \ |
|||
and int(self.checklist_progress) != 100 and not self.env.user. \ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager'): |
|||
raise ValidationError(_("You cannot move this case forward until " |
|||
"all the check list items are done for" |
|||
" this stage.")) |
|||
if old_stage_id.sequence > self.stage_id.sequence \ |
|||
and self.stage_id.is_disable_regress and not self.env.user. \ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager'): |
|||
raise ValidationError(_("Regression to the selected stage is " |
|||
"blocked. " |
|||
"Please contact Administrators for " |
|||
"required permission")) |
|||
self.check_list_ids = False |
|||
for item in self.stage_id.stage_check_list_lines_ids: |
|||
if item.is_stage_recover: |
|||
history = self.check_list_history_ids.search([( |
|||
'check_item_id', '=', item.id)], order='id desc', |
|||
limit=1) or False |
|||
if history and history.list_action == 'complete' and item \ |
|||
not in self.check_list_ids: |
|||
self.check_list_ids += item |
@ -0,0 +1,51 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Farook Al Ameen (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
"""Module Containing CRM lead and CheckList History Models""" |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class CrmLeadCheckHistory(models.Model): |
|||
"""class for to check the history of stage""" |
|||
_name = "crm.lead.check.history" |
|||
_description = "Model to track the history of stage changes for CRM leads" |
|||
|
|||
check_item_id = fields.Many2one('stage.check.list', |
|||
string="Check Item", |
|||
help="Many2one field representing the " |
|||
"associated check item.") |
|||
list_action = fields.Selection([('complete', 'Complete'), |
|||
('not_complete', 'Not Complete')], |
|||
required=True, string="Action", |
|||
help="Selection field representing " |
|||
"the action for the check item.") |
|||
user_id = fields.Many2one('res.users', string="User", |
|||
help="Many2one field representing the associated" |
|||
" user.") |
|||
change_date = fields.Datetime(string="Date", |
|||
help="Datetime field representing the" |
|||
" date of the check item action.") |
|||
stage_id = fields.Many2one('crm.stage', string="Stage", |
|||
help="Many2one field representing " |
|||
"the associated stage.") |
|||
lead_id = fields.Many2one('crm.lead', string="Lead", |
|||
help="Many2one field representing the" |
|||
" associated lead.") |
@ -0,0 +1,47 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Farook Al Ameen (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
"""Module containing Stage-based checklist Models""" |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class CrmStage(models.Model): |
|||
""" Inherited model for stage-based checklists. """ |
|||
_inherit = "crm.stage" |
|||
|
|||
stage_check_list_lines_ids = fields.One2many('stage.check.list', |
|||
'stage_id', |
|||
string="CheckList", |
|||
help="One2many field " |
|||
"representing " |
|||
"the checklist lines " |
|||
"associated with the" |
|||
" stage.") |
|||
is_pre_checking = fields.Boolean(default=False, |
|||
string="No Need for checklist", |
|||
help="If checked, moving to the next " |
|||
"stage doesn't require the checklist" |
|||
"to be done.") |
|||
is_disable_regress = fields.Boolean(default=False, |
|||
string="Prohibit Regress to this stage", |
|||
help="If checked, it would not be " |
|||
"possible to move a lead back to" |
|||
" this stage.") |
@ -0,0 +1,50 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Farook Al Ameen (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
"""Module Containing Checklist data""" |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class StageCheckList(models.Model): |
|||
"""Model for stage-based checklist lines.""" |
|||
_name = "stage.check.list" |
|||
_description = "Stage Based CheckList" |
|||
_rec_name = 'check_task' |
|||
|
|||
check_task = fields.Char(string="Task", required=True, |
|||
help="Char field representing the task associated" |
|||
" with the checklist item.") |
|||
sales_team_id = fields.Many2one('crm.team', string="Selected Teams", |
|||
help="Many2one field representing the " |
|||
"selected team associated with the" |
|||
" checklist item.") |
|||
approve_groups_ids = fields.Many2many('res.groups', string="User Groups", |
|||
help="Only these user groups may " |
|||
"approve " |
|||
"the item") |
|||
is_stage_recover = fields.Boolean(default=False, string="Saved", |
|||
help="If checked, item will be recoverable" |
|||
" for leads on this stage. Otherwise, " |
|||
"the item must be approved each time " |
|||
"when the lead is on this stage.") |
|||
stage_id = fields.Many2one('crm.stage', string="Stage", |
|||
help="Many2one field representing the " |
|||
"associated stage.") |
@ -0,0 +1,10 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<data noupdate="1"> |
|||
<!-- Define a record for CRM Checklist Manager group --> |
|||
<record id="crm_check_approve_manager" model="res.groups"> |
|||
<field name="name">CRM Checklist Manager</field> |
|||
<field name="category_id" ref="base.module_category_hidden"/> |
|||
</record> |
|||
</data> |
|||
</odoo> |
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After Width: | Height: | Size: 1.7 KiB |
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After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
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After Width: | Height: | Size: 7.0 KiB |
After Width: | Height: | Size: 878 B |
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After Width: | Height: | Size: 4.3 KiB |
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After Width: | Height: | Size: 34 KiB |
After Width: | Height: | Size: 26 KiB |
After Width: | Height: | Size: 3.8 KiB |
After Width: | Height: | Size: 23 KiB |
After Width: | Height: | Size: 1.9 KiB |
After Width: | Height: | Size: 2.3 KiB |
After Width: | Height: | Size: 427 B |
After Width: | Height: | Size: 627 B |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 988 B |
After Width: | Height: | Size: 3.7 KiB |
After Width: | Height: | Size: 5.0 KiB |
After Width: | Height: | Size: 875 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 767 KiB |
After Width: | Height: | Size: 138 KiB |
After Width: | Height: | Size: 760 KiB |
After Width: | Height: | Size: 92 KiB |
After Width: | Height: | Size: 697 KiB |
After Width: | Height: | Size: 1.1 MiB |
After Width: | Height: | Size: 210 KiB |
After Width: | Height: | Size: 103 KiB |
After Width: | Height: | Size: 104 KiB |
After Width: | Height: | Size: 105 KiB |
After Width: | Height: | Size: 135 KiB |
After Width: | Height: | Size: 251 KiB |
After Width: | Height: | Size: 250 KiB |
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After Width: | Height: | Size: 880 KiB |
After Width: | Height: | Size: 90 KiB |
After Width: | Height: | Size: 9.7 KiB |
@ -0,0 +1,54 @@ |
|||
<?xml version="1.0" encoding="UTF-8"?> |
|||
<odoo> |
|||
<!-- Inherit and modify CRM Lead form view --> |
|||
<record id="crm_lead_view_form" model="ir.ui.view"> |
|||
<field name="name">crm.lead.form.inherit.crm.check.approve.limiter |
|||
</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_lead_view_form"/> |
|||
<field name="arch" type="xml"> |
|||
<!-- Insert fields for checklist --> |
|||
<xpath expr="//page[@name='lead']" position="after"> |
|||
<field name="check_stage_ids" invisible="1"/> |
|||
<page string="Check List" name="check_list" |
|||
invisible="check_stage_ids == False"> |
|||
<field name="checklist_progress" widget="percentpie"/> |
|||
<separator/> |
|||
<field name="check_list_ids" |
|||
widget="many2many_checkboxes"/> |
|||
<separator string="History"/> |
|||
<field name="check_list_history_ids" |
|||
options="{'no_create': True, 'no_create_edit':True}"> |
|||
<list string="History" editable="bottom" |
|||
default_order='id desc'> |
|||
<field name="check_item_id"/> |
|||
<field name="stage_id"/> |
|||
<field name="list_action"/> |
|||
<field name="user_id"/> |
|||
<field name="change_date"/> |
|||
</list> |
|||
</field> |
|||
</page> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
<!-- Inherit and modify CRM Kanban view --> |
|||
<record id="crm_case_kanban_view_leads" model="ir.ui.view"> |
|||
<field name="name"> |
|||
crm.lead.kanban.lead.inherit.crm.check.approve.limiter |
|||
</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads"/> |
|||
<field name="arch" type="xml"> |
|||
<!-- Add checklist progress field --> |
|||
<xpath expr="//field[@name='priority']" position="after"> |
|||
<field name="checklist_progress"/> |
|||
</xpath> |
|||
<!-- Add checklist progress bar in kanban content --> |
|||
<xpath expr="//t[@t-name='card']" |
|||
position="inside"> |
|||
<field name="checklist_progress" widget="progressbar"/> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,56 @@ |
|||
<?xml version="1.0" encoding="UTF-8"?> |
|||
<odoo> |
|||
<!-- Inherit and modify CRM Stage form view --> |
|||
<record id="crm_stage_form" model="ir.ui.view"> |
|||
<field name="name">crm.stage.form.inherit.crm.check.approve.limiter |
|||
</field> |
|||
<field name="model">crm.stage</field> |
|||
<field name="inherit_id" ref="crm.crm_stage_form"/> |
|||
<field name="arch" type="xml"> |
|||
<!-- Add fields for checklist restrictions --> |
|||
<xpath expr="//field[@name='team_id']" position="after"> |
|||
<separator string="Restrictions"/> |
|||
<field name="is_pre_checking" string="No Need for checklist"/> |
|||
<field name="is_disable_regress" |
|||
string="Prohibit Regress to this stage"/> |
|||
</xpath> |
|||
<!-- Add notebook for checklist --> |
|||
<xpath expr="//field[@name='requirements']" position="after"> |
|||
<separator/> |
|||
<notebook> |
|||
<page string="Check List" name="check_list"> |
|||
<field |
|||
name="stage_check_list_lines_ids" |
|||
widget="one2many" |
|||
mode="list,form"> |
|||
<form> |
|||
<group> |
|||
<field name="check_task"/> |
|||
<field name="sales_team_id" |
|||
options="{'no_create':True}"/> |
|||
<field name="approve_groups_ids" |
|||
widget="many2many_tags" |
|||
options="{'no_create':True}"/> |
|||
<field name="is_stage_recover"/> |
|||
<field name="stage_id" invisible="1"/> |
|||
</group> |
|||
</form> |
|||
<list string="Check List" editable="bottom"> |
|||
<field name="check_task" |
|||
string="What should be done on this stage"/> |
|||
<field name="sales_team_id" |
|||
string="only for team" |
|||
options="{'no_create':True}"/> |
|||
<field name="approve_groups_ids" |
|||
widget="many2many_tags" |
|||
options="{'no_create':True}"/> |
|||
<field name="is_stage_recover"/> |
|||
<field name="stage_id" invisible="1"/> |
|||
</list> |
|||
</field> |
|||
</page> |
|||
</notebook> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</odoo> |