@ -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. |
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|
# |
||||
|
# 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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|
"""Module containing Stage-based checklist Models""" |
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|
from odoo import fields, models |
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|
|
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|
|
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|
class CrmStage(models.Model): |
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|
""" Inherited model for stage-based checklists. """ |
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|
_inherit = "crm.stage" |
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|
|
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|
stage_check_list_lines_ids = fields.One2many('stage.check.list', |
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|
'stage_id', |
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|
string="CheckList", |
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|
help="One2many field " |
||||
|
"representing " |
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|
"the checklist lines " |
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|
"associated with the" |
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|
" stage.") |
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|
is_pre_checking = fields.Boolean(default=False, |
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|
string="No Need for checklist", |
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|
help="If checked, moving to the next " |
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|
"stage doesn't require the checklist" |
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|
"to be done.") |
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|
is_disable_regress = fields.Boolean(default=False, |
||||
|
string="Prohibit Regress to this stage", |
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|
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>) |
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|
# 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): |
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|
"""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> |
|
After Width: | Height: | Size: 2.2 KiB |
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After Width: | Height: | Size: 624 B |
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After Width: | Height: | Size: 310 B |
After Width: | Height: | Size: 929 B |
After Width: | Height: | Size: 1.3 KiB |
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After Width: | Height: | Size: 17 KiB |
After Width: | Height: | Size: 542 B |
After Width: | Height: | Size: 576 B |
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After Width: | Height: | Size: 4.3 KiB |
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After Width: | Height: | Size: 1.7 KiB |
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After Width: | Height: | Size: 2.1 KiB |
After Width: | Height: | Size: 926 B |
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After Width: | Height: | Size: 23 KiB |
After Width: | Height: | Size: 7.0 KiB |
After Width: | Height: | Size: 878 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 653 B |
After Width: | Height: | Size: 800 B |
After Width: | Height: | Size: 905 B |
After Width: | Height: | Size: 189 KiB |
After Width: | Height: | Size: 4.3 KiB |
After Width: | Height: | Size: 839 B |
After Width: | Height: | Size: 1.7 KiB |
After Width: | Height: | Size: 5.9 KiB |
After Width: | Height: | Size: 1.6 KiB |
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 |
After Width: | Height: | Size: 206 KiB |
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> |