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Phongsan.b
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Metadata-Version: 1.0
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Name: clinic
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Version: 0.1.0
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Summary: Ratchawat Clinic module
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Home-page: UNKNOWN
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Author: UNKNOWN
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Author-email: UNKNOWN
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License: UNKNOWN
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Description: UNKNOWN
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Platform: UNKNOWN
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setup.py
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clinic/__init__.py
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clinic.egg-info/PKG-INFO
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clinic.egg-info/SOURCES.txt
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clinic.egg-info/dependency_links.txt
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clinic.egg-info/top_level.txt
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clinic/controllers/__init__.py
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clinic/models/__init__.py
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clinic/models/clinic_patients.py
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clinic
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from . import models
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from . import controllers
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<action>
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<field name="name">clinic_board</field>
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<field name="string">clinic board</field>
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<field name="view_cls">board</field>
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<field name="view_xml">clinic_board</field>
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<field name="menu">clinic_menu</field>
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</action>
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<action>
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<field name="string">Doctor</field>
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<field name="view_cls">multi_view</field>
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<field name="model">clinic.doctor</field>
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<field name="tabs">[["All",[]],["Draft",[["state","=","draft"]]],["Active",[["state","=","active"]]],["Deactive",[["state","=","deactive"]]]]</field>
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<field name="menu">clinic_menu</field>
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</action>
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<action>
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<field name="string">Nurse</field>
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<field name="view_cls">multi_view</field>
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<field name="model">clinic.nurse</field>
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<field name="tabs">[["All",[]],["Draft",[["state","=","draft"]]],["Active",[["state","=","active"]]],["Deactive",[["state","=","deactive"]]]]</field>
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<field name="menu">clinic_menu</field>
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</action>
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<action>
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<field name="string">Patient</field>
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<field name="view_cls">multi_view</field>
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<field name="model">clinic.patient</field>
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<field name="tabs">[["All",[]],["Draft",[["state","=","draft"]]],["Active",[["state","=","active"]]],["Deactive",[["state","=","deactive"]]]]</field>
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<field name="menu">clinic_menu</field>
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</action>
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<action>
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<field name="string">Visit</field>
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<field name="view_cls">multi_view</field>
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<field name="model">clinic.visit</field>
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<field name="tabs">[["All",[]],["Draft",[["state","=","draft"]]],["Pending",[["state","=","pending"]]],["Confirm",[["state","=","corfirmed"]]]]</field>
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<field name="modes">list,calendar,page,form</field>
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<field name="menu">clinic_menu</field>
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</action>
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<action>
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<field name="view_cls">calendar_view</field>
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<field name="string">Visits</field>
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<field name="model">clinic.visit</field>
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</action>
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<board>
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<hpanel>
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<widget action="clinic_visit_cal_widget" string="Visits Calendar"/>
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</hpanel>
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</board>
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<form model="clinic.doctor">
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<head>
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<field name="state"/>
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<button string="Options" dropdown="1">
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<item string="Send Confirm visit"/>
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</button>
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</head>
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<tabs>
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<tab string="Doctor general">
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<separator string="Doctor Info"/>
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<field name="number"/>
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<field name="name"/>
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<field name="date"/>
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<field name="birthday"/>
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<field name="telephone"/>
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<field name="mobile"/>
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</tab>
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</tabs>
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<related>
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<field name="addresses"/>
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</related>
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<related>
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<field name="patients"/>
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</related>
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<related>
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<field name="comments"/>
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</related>
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</form>
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<list model="clinic.doctor">
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<field name="number"/>
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<field name="name"/>
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<field name="date"/>
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<field name="state"/>
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</list>
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<inherit inherit="main_menu">
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<item string="Sales" position="after">
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<item string="Clinic" action="clinic_board"/>
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</item>
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</inherit>
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<menu string="Clinic">
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<item string="Dashboard" action="clinic_board"/>
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<item string="Genaral Data">
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<item string="Patient" action="clinic_patient"/>
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<item string="Doctor" action="clinic_doctor"/>
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<item string="Nurse" action="clinic_nurse"/>
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</item>
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<item string="Clinic">
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<item string="Visit" action="clinic_visit"/>
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<item string="HD case treatment" action="clinic_hd_case"/>
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</item>
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<item string="Settings">
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<item string="Clinic Setting" action="clinic_setting"/>
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</item>
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</menu>
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<form model="clinic.nurse">
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<head>
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<field name="state"/>
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<button string="Options" dropdown="1">
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<item string="Item1"/>
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</button>
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</head>
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<tabs>
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<tab string="Nurse general">
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<separator string="Nurse Info"/>
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<field name="number"/>
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<field name="name"/>
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<field name="date"/>
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<field name="birthday"/>
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<field name="department"/>
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<field name="telephone"/>
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<field name="mobile"/>
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</tab>
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</tabs>
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<related>
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<field name="addresses"/>
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</related>
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<related>
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<field name="patients"/>
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</related>
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<related>
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<field name="comments"/>
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</related>
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</form>
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<list model="clinic.nurse">
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<field name="number"/>
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<field name="name"/>
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<field name="date"/>
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<field name="state"/>
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</list>
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<form model="clinic.patient">
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<head>
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<field name="state"/>
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<button string="Options" dropdown="1">
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<item string="Send Confirm visit"/>
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</button>
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</head>
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<tabs>
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<tab string="Patient">
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<separator string="Patient Info"/>
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<field name="number"/>
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<field name="name"/>
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<field name="date"/>
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<field name="birthday"/>
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<field name="telephone"/>
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<field name="mobile"/>
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<field name="job"/>
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<field name="age"/>
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<field name="weight"/>
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<field name="height"/>
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<field name="card_type"/>
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<field name="exp_id"/>
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<field name="gender"/>
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<field name="marital_status"/>
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<field name="nationality"/>
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<field name="race"/>
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<separator string="Decare"/>
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<field name="smoke"/>
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<field name="first_hemodialysis"/>
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<field name="hemodialysis"/>
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<field name="clinic_after"/>
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<field name="clinic_after_name"/>
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<field name="first_permanent_vascular_access"/>
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<field name="first_tenckhoff_catheters"/>
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<field name="start_date_clinic"/>
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<field name="waiting_transplantation"/>
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<field name="who_transplantation"/>
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<field name="reason_of_chronic_renal_failure"/>
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<field name="ac_mi"/>
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<field name="co_an"/>
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<field name="ce_ac"/>
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<field name="hypertnsion"/>
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<field name="dia"/>
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<field name="copd"/>
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<field name="asthma"/>
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<field name="pul_tub"/>
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<field name="cancer"/>
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<field name="cirrhosis"/>
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<field name="dyslip"/>
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<field name="prca"/>
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<field name="hyperucemia"/>
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<field name="cga"/>
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<field name="parathy"/>
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<field name="comarbid"/>
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<field name="comarbid2"/>
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</tab>
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<tab string="Doctor">
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<field name="doctorsss"/>
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<field name="nurses"/>
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</tab>
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</tabs>
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<related>
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<field name="addresses"/>
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</related>
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<related>
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<field name="visits"/>
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</related>
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<related>
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<field name="comments"/>
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</related>
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</form>
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<list model="clinic.patient">
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<field name="number"/>
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<field name="name"/>
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<field name="date"/>
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<field name="state"/>
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</list>
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<calendar model="clinic.visit" date_field="date" colors='{"#090":[["state","in",["pending"]]],"#999":[["state","=","canceled"]]}'>
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<field name="number"/>
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<field name="patient_id"/>
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<field name="doctor_id"/>
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<field name="nurse_id"/>
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<field name="state"/>
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</calendar>
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<form model="clinic.visit">
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<head>
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<field name="state"/>
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<button string="Options" dropdown="1">
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<item string="Send Confirm visit"/>
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</button>
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</head>
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<tabs>
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<tab string="Visit">
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<separator string="Visit Info"/>
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<field name="number"/>
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<field name="date"/>
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<field name="patient_id"/>
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<field name="doctor_id"/>
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<field name="nurse_id"/>
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<field name="department"/>
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</tab>
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</tabs>
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<related>
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<field name="comments"/>
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</related>
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</form>
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<list model="clinic.visit">
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<field name="number"/>
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<field name="date"/>
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<field name="patient_id"/>
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<field name="doctor_id"/>
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<field name="nurse_id"/>
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<field name="state"/>
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</list>
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from . import clinic_patient
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from . import clinic_doctor
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from . import clinic_nurse
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from . import clinic_visit
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from netforce.model import Model, fields, get_model
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from netforce.utils import get_data_path
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import time
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from netforce.access import get_active_user
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from netforce.access import get_active_company
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class Doctor(Model):
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_name="clinic.doctor"
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_string="Doctor"
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_audit_log=True
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_name_field="name"
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_multi_company=True
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_fields={
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"number": fields.Char("Number",required=True,search=True),
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"name": fields.Char("Name Surname",required=True,search=True),
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"date": fields.Date("Create Date",required=True,search=True),
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"birthday": fields.Date("BirthDay",required=True,search=True),
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"telephone": fields.Char("Telephone",required=True,search=True),
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"department": fields.Char("Department",required=True,search=True),
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"mobile": fields.Char("Mobile",required=True,search=True),
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"state": fields.Selection([("draft","Draft"),("active","Active"),("deactive","Deactive")],"Status",required=True),
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"addresses": fields.One2Many("address","related_id","Addresses"),
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"comments": fields.One2Many("message","related_id","Comments"),
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"patients": fields.Many2Many("clinic.patient","Patients"),
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"company_id": fields.Many2One("company","Company"),
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}
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def _get_number(self,context={}):
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while 1:
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num=get_model("sequence").get_number("sale_order")
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if not num:
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return None
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res=self.search([["number","=",num]])
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if not res:
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return num
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get_model("sequence").increment("sale_order")
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_defaults={
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"state": "draft",
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"date": lambda *a: time.strftime("%Y-%m-%d"),
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"number": _get_number,
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"company_id": lambda *a: get_active_company(),
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}
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_order="date desc,number desc"
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def void(self,ids,context={}):
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obj=self.browse(ids)[0]
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obj.write({"state":"voided"})
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Doctor.register()
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from netforce.model import Model, fields, get_model
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from netforce.utils import get_data_path
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import time
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from netforce.access import get_active_user
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from netforce.access import get_active_company
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class Nurse(Model):
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_name="clinic.nurse"
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_string="Nurse"
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_audit_log=True
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_name_field="name"
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_multi_company=True
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_fields={
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"number": fields.Char("Number",required=True,search=True),
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"name": fields.Char("Name Surname",required=True,search=True),
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"date": fields.Date("Create Date",required=True,search=True),
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"birthday": fields.Date("BirthDay",required=True,search=True),
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||||||
|
"telephone": fields.Char("Telephone",required=True,search=True),
|
||||||
|
"department": fields.Char("Department",required=True,search=True),
|
||||||
|
"mobile": fields.Char("Mobile",required=True,search=True),
|
||||||
|
"state": fields.Selection([("draft","Draft"),("active","Active"),("deactive","Deactive")],"Status",required=True),
|
||||||
|
"addresses": fields.One2Many("address","related_id","Addresses"),
|
||||||
|
"comments": fields.One2Many("message","related_id","Comments"),
|
||||||
|
"patients": fields.Many2Many("clinic.patient","Patients"),
|
||||||
|
"company_id": fields.Many2One("company","Company"),
|
||||||
|
}
|
||||||
|
|
||||||
|
def _get_number(self,context={}):
|
||||||
|
while 1:
|
||||||
|
num=get_model("sequence").get_number("sale_order")
|
||||||
|
if not num:
|
||||||
|
return None
|
||||||
|
res=self.search([["number","=",num]])
|
||||||
|
if not res:
|
||||||
|
return num
|
||||||
|
get_model("sequence").increment("sale_order")
|
||||||
|
|
||||||
|
|
||||||
|
_defaults={
|
||||||
|
"state": "draft",
|
||||||
|
"date": lambda *a: time.strftime("%Y-%m-%d"),
|
||||||
|
"number": _get_number,
|
||||||
|
"company_id": lambda *a: get_active_company(),
|
||||||
|
}
|
||||||
|
_order="date desc,number desc"
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
def void(self,ids,context={}):
|
||||||
|
obj=self.browse(ids)[0]
|
||||||
|
obj.write({"state":"voided"})
|
||||||
|
|
||||||
|
|
||||||
|
Nurse.register()
|
||||||
|
|
@ -0,0 +1,98 @@
|
||||||
|
from netforce.model import Model, fields, get_model
|
||||||
|
from netforce.utils import get_data_path
|
||||||
|
import time
|
||||||
|
from netforce.access import get_active_user
|
||||||
|
from netforce.access import get_active_company
|
||||||
|
|
||||||
|
class Patient(Model):
|
||||||
|
_name="clinic.patient"
|
||||||
|
_string="Partients"
|
||||||
|
_audit_log=True
|
||||||
|
_name_field="number"
|
||||||
|
_multi_company=True
|
||||||
|
_fields={
|
||||||
|
"number": fields.Char("Number",required=True,search=True),
|
||||||
|
"name": fields.Char("Name Surname",required=True,search=True),
|
||||||
|
"date": fields.Date("Create Date",required=True,search=True),
|
||||||
|
"birthday": fields.Date("BirthDay",required=True,search=True),
|
||||||
|
"telephone": fields.Char("Telephone",required=True,search=True),
|
||||||
|
"mobile": fields.Char("Mobile",required=True,search=True),
|
||||||
|
"job": fields.Char("Job"),
|
||||||
|
"age": fields.Integer("Age"),
|
||||||
|
"weight": fields.Integer("Weight (cm)"),
|
||||||
|
"height": fields.Integer("Height (Kg)"),
|
||||||
|
"card_type": fields.Selection([("iden_id","Identity Card"),("passport","Passport")],"ID From",required=True),
|
||||||
|
'iden_id' : fields.Char("Identity ID"),
|
||||||
|
"app_no": fields.Char("Application No."),
|
||||||
|
"salary": fields.Float("Salary"),
|
||||||
|
'exp_id' : fields.Date("Expiry Date"),
|
||||||
|
"state": fields.Selection([("draft","Draft"),("active","Active"),("deactive","Deactive")],"Status",required=True),
|
||||||
|
"addresses": fields.One2Many("address","related_id","Addresses"),
|
||||||
|
"gender": fields.Selection([("male","Male"),("female","Female")],"Gendel",required=True),
|
||||||
|
"marital_status": fields.Selection([("single","Single"),("marry","Marry"),("divorce","Divorce"),("separated","Saparated"),("widowed","Widowed")],"Marital Status",required=True),
|
||||||
|
"nationality": fields.Char("Nationality",search=True),
|
||||||
|
"race": fields.Char("Race",search=True),
|
||||||
|
"smoke": fields.Boolean("Smoke ?"),
|
||||||
|
"first_hemodialysis": fields.Date("First time Hemodialysis",required=True),
|
||||||
|
"hemodialysis": fields.Char("First Hemodialysis",required=True),
|
||||||
|
"clinic_after": fields.Selection([("small","Small"),("medium","Medium"),("large","Large")],"Clinic Lastime",required=True),
|
||||||
|
"clinic_after_name": fields.Char("Clinic after name",required=True),
|
||||||
|
"first_permanent_vascular_access": fields.Date("First time Permanent Vascular",required=True),
|
||||||
|
"first_tenckhoff_catheters": fields.Date("First time Tenckhoff Catheters",required=True),
|
||||||
|
"start_date_clinic": fields.Date("Start Date Clinic",required=True),
|
||||||
|
"waiting_transplantation": fields.Boolean("Kidney Transplantation Waiting ?"),
|
||||||
|
"who_transplantation": fields.Char("Who is Transplantation?"),
|
||||||
|
"reason_of_chronic_renal_failure": fields.Char("Reason chronic renal failure ?"),
|
||||||
|
"ac_mi": fields.Boolean("Acute MI"),
|
||||||
|
"co_an": fields.Boolean("Coronary Angioplasty"),
|
||||||
|
"ce_ac": fields.Boolean("Cerebrovascular Accident"),
|
||||||
|
"pvd": fields.Boolean("PVD or Amputation"),
|
||||||
|
"co_he": fields.Boolean("Congestive heart failure"),
|
||||||
|
"hypertnsion": fields.Boolean("Hypertension"),
|
||||||
|
"dia": fields.Boolean("Diabetes"),
|
||||||
|
"copd": fields.Boolean("Copd"),
|
||||||
|
"asthma": fields.Boolean("Asthma"),
|
||||||
|
"pul_tub": fields.Boolean("Pulmonary tuberculosis"),
|
||||||
|
"cancer": fields.Boolean("Cancer"),
|
||||||
|
"cirrhosis": fields.Boolean("Cirrhosis"),
|
||||||
|
"dyslip": fields.Boolean("Dyslipidemia"),
|
||||||
|
"prca": fields.Boolean("PRCA"),
|
||||||
|
"hyperucemia": fields.Boolean("Hyperurinencemia"),
|
||||||
|
"cga": fields.Boolean("Chronic gouty arthitis"),
|
||||||
|
"parathy": fields.Boolean("Parathyroidectomy"),
|
||||||
|
"comarbid": fields.Char("Co-morbid 1"),
|
||||||
|
"comarbid2": fields.Char("Co-morbid 2"),
|
||||||
|
"comments": fields.One2Many("message","related_id","Comments"),
|
||||||
|
"company_id": fields.Many2One("company","Company"),
|
||||||
|
"doctorsss": fields.Many2Many("clinic.doctor","Doctors"),
|
||||||
|
"nurses": fields.Many2Many("clinic.nurse","Nurses"),
|
||||||
|
"visits": fields.One2Many("clinic.visit","patient_id","Visits"),
|
||||||
|
}
|
||||||
|
|
||||||
|
def _get_number(self,context={}):
|
||||||
|
while 1:
|
||||||
|
num=get_model("sequence").get_number("sale_order")
|
||||||
|
if not num:
|
||||||
|
return None
|
||||||
|
res=self.search([["number","=",num]])
|
||||||
|
if not res:
|
||||||
|
return num
|
||||||
|
get_model("sequence").increment("sale_order")
|
||||||
|
|
||||||
|
|
||||||
|
_defaults={
|
||||||
|
"state": "draft",
|
||||||
|
"date": lambda *a: time.strftime("%Y-%m-%d"),
|
||||||
|
"number": _get_number,
|
||||||
|
"company_id": lambda *a: get_active_company(),
|
||||||
|
}
|
||||||
|
_order="date desc,number desc"
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
def void(self,ids,context={}):
|
||||||
|
obj=self.browse(ids)[0]
|
||||||
|
obj.write({"state":"voided"})
|
||||||
|
|
||||||
|
|
||||||
|
Patient.register()
|
||||||
|
|
@ -0,0 +1,51 @@
|
||||||
|
from netforce.model import Model, fields, get_model
|
||||||
|
from netforce.utils import get_data_path
|
||||||
|
import time
|
||||||
|
from netforce.access import get_active_user
|
||||||
|
from netforce.access import get_active_company
|
||||||
|
|
||||||
|
class Visit(Model):
|
||||||
|
_name="clinic.visit"
|
||||||
|
_string="Visit"
|
||||||
|
_audit_log=True
|
||||||
|
_name_field="number"
|
||||||
|
_multi_company=True
|
||||||
|
_fields={
|
||||||
|
"number": fields.Char("Number",required=True,search=True),
|
||||||
|
"patient_id": fields.Many2One("clinic.patient","Patients",required=True,search=True),
|
||||||
|
"doctor_id": fields.Many2One("clinic.doctor","Doctor",search=True),
|
||||||
|
"nurse_id": fields.Many2One("clinic.nurse","Nurse",search=True),
|
||||||
|
"date": fields.Date("Create Date",required=True,search=True),
|
||||||
|
"department": fields.Char("Department",required=True,search=True),
|
||||||
|
"state": fields.Selection([("draft","Draft"),("pending","Pending"),("confirmed","Confirmed"),("canceled","Canceled")],"Status",required=True),
|
||||||
|
"comments": fields.One2Many("message","related_id","Comments"),
|
||||||
|
"company_id": fields.Many2One("company","Company"),
|
||||||
|
}
|
||||||
|
|
||||||
|
def _get_number(self,context={}):
|
||||||
|
while 1:
|
||||||
|
num=get_model("sequence").get_number("sale_order")
|
||||||
|
if not num:
|
||||||
|
return None
|
||||||
|
res=self.search([["number","=",num]])
|
||||||
|
if not res:
|
||||||
|
return num
|
||||||
|
get_model("sequence").increment("sale_order")
|
||||||
|
|
||||||
|
|
||||||
|
_defaults={
|
||||||
|
"state": "draft",
|
||||||
|
"date": lambda *a: time.strftime("%Y-%m-%d"),
|
||||||
|
"number": _get_number,
|
||||||
|
"company_id": lambda *a: get_active_company(),
|
||||||
|
}
|
||||||
|
_order="date desc,number desc"
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
def void(self,ids,context={}):
|
||||||
|
obj=self.browse(ids)[0]
|
||||||
|
obj.write({"state":"voided"})
|
||||||
|
|
||||||
|
|
||||||
|
Visit.register()
|
||||||
|
|
@ -0,0 +1 @@
|
||||||
|
cash ,cash,cash-Inspiron,16.06.2014 16:46,file:///home/cash/.config/libreoffice/3;
|
||||||
|
|
@ -0,0 +1 @@
|
||||||
|
David Janssens,datrus,len,19.07.2013 16:42,file:///home/datrus/.config/libreoffice/3;
|
||||||
Binary file not shown.
Binary file not shown.
Binary file not shown.
|
|
@ -0,0 +1,41 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Activities" action="activ_all"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{#if context.data.id}}Edit{{else}}New{{/if}} Call">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1">
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:field name="type" invisible="1"/>
|
||||||
|
<v:separator string="Call Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="user_id"/>
|
||||||
|
<v:field name="subject"/>
|
||||||
|
<v:field name="due_date"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="related_id"/>
|
||||||
|
<v:field name="name_id"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<div class="form-horizontal">
|
||||||
|
<v:field name="description" width="600" height="80"/>
|
||||||
|
</div>
|
||||||
|
<v:separator string="Additional Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="state"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="phone"/>
|
||||||
|
<v:field name="email"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Save" method="_save" size="large" type="primary" next="activ_all"/>
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,27 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Activities" action="activ_all"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{#if context.data.id}}Edit{{else}}New{{/if}} Email">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1">
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:field name="type" invisible="1"/>
|
||||||
|
<v:field name="date"/>
|
||||||
|
<v:field name="user_id"/>
|
||||||
|
<v:field name="name_id" required="1"/>
|
||||||
|
<v:field name="related_id"/>
|
||||||
|
<v:field name="subject" size="xlarge"/>
|
||||||
|
<v:field name="state" invisible="1"/>
|
||||||
|
<v:field name="body" width="800" height="400"/>
|
||||||
|
<v:separator string="Additional Information"/>
|
||||||
|
<v:field name="state" readonly="1"/>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
{{#ifeq context.data.state "new"}}
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Send" method="send_email" size="large" type="primary" next="activ_all"/>
|
||||||
|
</v:form_foot>
|
||||||
|
{{/ifeq}}
|
||||||
|
</v:form>
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,44 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Activities" action="activ_all"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{context.title}}">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1">
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:field name="type" invisible="1"/>
|
||||||
|
<v:separator string="Calendar Details"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="user_id"/>
|
||||||
|
<v:field name="subject"/>
|
||||||
|
<v:field name="event_start"/>
|
||||||
|
<v:field name="event_end"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="related_id"/>
|
||||||
|
<v:field name="name_id"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Other Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="location"/>
|
||||||
|
<v:field name="state"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="phone"/>
|
||||||
|
<v:field name="email"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Description Information"/>
|
||||||
|
<div class="form-horizontal">
|
||||||
|
<v:field name="description" width="600" height="80"/>
|
||||||
|
</div>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Save" method="_save" size="large" type="primary" next="activ_all"/>
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,44 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Activities" action="activ_all"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{context.title}}">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1">
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:field name="type" invisible="1"/>
|
||||||
|
<v:separator string="Meeting Details"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="user_id"/>
|
||||||
|
<v:field name="subject"/>
|
||||||
|
<v:field name="event_start"/>
|
||||||
|
<v:field name="event_end"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="related_id"/>
|
||||||
|
<v:field name="name_id"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Other Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="location"/>
|
||||||
|
<v:field name="state"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="phone"/>
|
||||||
|
<v:field name="email"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Description Information"/>
|
||||||
|
<div class="form-horizontal">
|
||||||
|
<v:field name="description" width="600" height="80"/>
|
||||||
|
</div>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Save" method="_save" size="large" type="primary" next="activ_all"/>
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,42 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Activities" action="activ_all"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{context.title}}">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1">
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:field name="type" invisible="1"/>
|
||||||
|
<v:separator string="Task Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="user_id"/>
|
||||||
|
<v:field name="subject"/>
|
||||||
|
<v:field name="due_date"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="related_id"/>
|
||||||
|
<v:field name="name_id"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<div class="form-horizontal">
|
||||||
|
<v:field name="description" width="600" height="80"/>
|
||||||
|
</div>
|
||||||
|
<v:separator string="Additional Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="state"/>
|
||||||
|
<v:field name="priority"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="phone"/>
|
||||||
|
<v:field name="email"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Save" method="_save" size="large" type="primary" next="activ_all"/>
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,14 @@
|
||||||
|
<v:flash/>
|
||||||
|
{{include "activ_search" context=context}}
|
||||||
|
<v:button string="Delete" method="_delete" type="danger" size="small"/>
|
||||||
|
<v:button string="Search" action="_search" icon="search" size="small" pull="right"/>
|
||||||
|
<v:list action="view_activity">
|
||||||
|
<field name="type"/>
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="subject"/>
|
||||||
|
<field name="related_id"/>
|
||||||
|
<field name="name_id"/>
|
||||||
|
<field name="priority"/>
|
||||||
|
<field name="date"/>
|
||||||
|
<field name="state"/>
|
||||||
|
</v:list>
|
||||||
|
|
@ -0,0 +1,17 @@
|
||||||
|
<v:page title="Activities">
|
||||||
|
<v:toolbar>
|
||||||
|
<v:button_group string="New Activity" dropdown="1" icon="plus-sign">
|
||||||
|
<v:item string="Task" action="activ_new_task"/>
|
||||||
|
<v:item string="Event" action="activ_new_event"/>
|
||||||
|
<v:item string="Meeting" action="activ_new_meeting"/>
|
||||||
|
<v:item string="Call" action="activ_new_call"/>
|
||||||
|
<v:item string="Email" action="activ_new_email"/>
|
||||||
|
</v:button_group>
|
||||||
|
</v:toolbar>
|
||||||
|
<v:tabs>
|
||||||
|
<v:tab_item string="All" action="activ_all"/>
|
||||||
|
<v:tab_item string="Pending" action="activ_pending"/>
|
||||||
|
<v:tab_item string="Done" action="activ_done"/>
|
||||||
|
</v:tabs>
|
||||||
|
{{{context.content}}}
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,5 @@
|
||||||
|
<v:search>
|
||||||
|
<field name="type"/>
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="subject"/>
|
||||||
|
</v:search>
|
||||||
|
|
@ -0,0 +1,14 @@
|
||||||
|
<v:widget title="Pending Activities">
|
||||||
|
<v:button_group string="New Activity" dropdown="1" icon="plus-sign">
|
||||||
|
<v:item string="Task" action="activ_new_task"/>
|
||||||
|
<v:item string="Event" action="activ_new_event"/>
|
||||||
|
<v:item string="Meeting" action="activ_new_meeting"/>
|
||||||
|
<v:item string="Call" action="activ_new_call"/>
|
||||||
|
</v:button_group>
|
||||||
|
<v:list action="view_activity" noselect="1">
|
||||||
|
<field name="type"/>
|
||||||
|
<field name="subject"/>
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="state"/>
|
||||||
|
</v:list>
|
||||||
|
</v:widget>
|
||||||
|
|
@ -0,0 +1,14 @@
|
||||||
|
<v:page title="Copy lead to opportunity">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1">
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:field name="lead_id" invisible="1"/>
|
||||||
|
<v:field name="user_id"/>
|
||||||
|
<v:field name="partner_id"/>
|
||||||
|
<v:field name="name"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Copy" method="do_copy" size="large" type="primary"/>
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,3 @@
|
||||||
|
<v:widget title="Expected revenue">
|
||||||
|
<v:chart width="550" height="150" type="bar"/>
|
||||||
|
</v:widget>
|
||||||
|
|
@ -0,0 +1,38 @@
|
||||||
|
<v:page title="{{#if context.title}}{{context.title}}{{else}}Leads Analysis{{/if}}">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:row>
|
||||||
|
<v:field name="group_field" span="2"/>
|
||||||
|
<v:field name="subgroup_field" span="2"/>
|
||||||
|
<v:field name="view_type" span="2"/>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Time Frame"/>
|
||||||
|
<v:row>
|
||||||
|
<v:field name="date_field" span="2"/>
|
||||||
|
<v:field name="date_from" span="2"/>
|
||||||
|
<v:field name="date_to" span="2"/>
|
||||||
|
</v:row>
|
||||||
|
<v:field name="hide_details" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:toolbar>
|
||||||
|
<v:button string="Run Report" type="primary" method="run_report"/>
|
||||||
|
{{#if context.data.hide_details}}
|
||||||
|
<v:button string="Show Details" method="show_details"/>
|
||||||
|
{{else}}
|
||||||
|
<v:button string="Hide Details" method="hide_details"/>
|
||||||
|
{{/if}}
|
||||||
|
<v:button_group string="Export" dropdown="1">
|
||||||
|
<v:item string="CSV"/>
|
||||||
|
</v:button_group>
|
||||||
|
</v:toolbar>
|
||||||
|
<hr/>
|
||||||
|
<v:field name="domain_str" invisible="1"/>
|
||||||
|
{{#if context.data.domain_str}}
|
||||||
|
<div style="background-color:#eee;padding:10px;margin-bottom:5px">
|
||||||
|
Filtered By:
|
||||||
|
<div style="white-space:pre">{{{context.data.domain_str}}}</div>
|
||||||
|
</div>
|
||||||
|
{{/if}}
|
||||||
|
<v:field name="report_action" invisible="1"/>
|
||||||
|
{{view "action" options=context.data.report_action context=context}}
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,78 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Leads" action="lead_all"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{#if context.data.id}}Edit{{else}}New{{/if}} Lead">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1">
|
||||||
|
{{#if context.data.id}}
|
||||||
|
<v:form_head>
|
||||||
|
<div class="btn-toolbar" style="float:right;margin:0">
|
||||||
|
<v:button_group string="Options" dropdown="1" align="right">
|
||||||
|
<v:item string="Copy to Partner" method="copy_to_partner"/>
|
||||||
|
<v:item string="Copy to Contact" method="copy_to_contact"/>
|
||||||
|
{{#ifeq context.data.state "qualified"}}
|
||||||
|
<v:item string="Copy to Opportunity" action="convert_lead" action_options="lead_id={{context.data.id}}"/>
|
||||||
|
{{/ifeq}}
|
||||||
|
<v:divider/>
|
||||||
|
<v:item string="Send Email" method="send_email"/>
|
||||||
|
<v:item string="View Activities" action="activ_all" action_options="lead_id={{context.data.id}}"/>
|
||||||
|
</v:button_group>
|
||||||
|
</div>
|
||||||
|
</v:form_head>
|
||||||
|
{{/if}}
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:separator string="Lead Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="user_id"/>
|
||||||
|
<v:field name="first_name"/>
|
||||||
|
<v:field name="last_name"/>
|
||||||
|
<v:field name="company"/>
|
||||||
|
<v:field name="title"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="state"/>
|
||||||
|
<v:field name="phone"/>
|
||||||
|
<v:field name="email"/>
|
||||||
|
<v:field name="rating"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Address Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="street"/>
|
||||||
|
<v:field name="city"/>
|
||||||
|
<v:field name="province"/>
|
||||||
|
<v:field name="zip"/>
|
||||||
|
<v:field name="country_id"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="website"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Additional Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="employees"/>
|
||||||
|
<v:field name="revenue"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="lead_source"/>
|
||||||
|
<v:field name="industry"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Description Information"/>
|
||||||
|
<div class="form-horizontal">
|
||||||
|
<v:field name="description" width="600" height="80"/>
|
||||||
|
</div>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Save" method="_save" size="large" type="primary" next="lead_all"/>
|
||||||
|
{{#ifeq context.data.state "new"}}
|
||||||
|
<v:button string="Convert" method="do_convert" size="large" type="success"/>
|
||||||
|
{{/ifeq}}
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,14 @@
|
||||||
|
<v:flash/>
|
||||||
|
{{include "lead_search" context=context}}
|
||||||
|
<v:button string="Delete" method="_delete" type="danger" size="small"/>
|
||||||
|
<v:button string="Export" action="lead_export" size="small"/>
|
||||||
|
<v:button string="Search" action="_search" icon="search" size="small" pull="right"/>
|
||||||
|
<v:list action="lead_edit">
|
||||||
|
<field name="date"/>
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="company"/>
|
||||||
|
<field name="rating"/>
|
||||||
|
<field name="lead_source"/>
|
||||||
|
<field name="state"/>
|
||||||
|
</v:list>
|
||||||
|
|
@ -0,0 +1,15 @@
|
||||||
|
<v:page title="Leads">
|
||||||
|
<v:toolbar>
|
||||||
|
<v:button string="New Lead" icon="plus-sign" action="lead_edit"/>
|
||||||
|
<v:button string="Import" action="lead_import" icon="download"/>
|
||||||
|
</v:toolbar>
|
||||||
|
<v:tabs>
|
||||||
|
<v:tab_item string="All" action="lead_all"/>
|
||||||
|
<v:tab_item string="Open" action="lead_open"/>
|
||||||
|
<v:tab_item string="Contacted" action="lead_contacted"/>
|
||||||
|
<v:tab_item string="Qualified" action="lead_qualified"/>
|
||||||
|
<v:tab_item string="Unqualified" action="lead_unqualified"/>
|
||||||
|
<v:tab_item string="Recycled" action="lead_recycled"/>
|
||||||
|
</v:tabs>
|
||||||
|
{{{context.content}}}
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,9 @@
|
||||||
|
<v:report_list>
|
||||||
|
<field name="date"/>
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="company"/>
|
||||||
|
<field name="rating"/>
|
||||||
|
<field name="lead_source"/>
|
||||||
|
<field name="state"/>
|
||||||
|
</v:report_list>
|
||||||
|
|
@ -0,0 +1,6 @@
|
||||||
|
<v:search>
|
||||||
|
<field name="date"/>
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="company"/>
|
||||||
|
</v:search>
|
||||||
|
|
@ -0,0 +1,16 @@
|
||||||
|
<v:modal title="Select lead">
|
||||||
|
<div class="modal-body">
|
||||||
|
<v:flash/>
|
||||||
|
<v:list>
|
||||||
|
<field name="date"/>
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="company"/>
|
||||||
|
<field name="rating"/>
|
||||||
|
<field name="state"/>
|
||||||
|
</v:list>
|
||||||
|
</div>
|
||||||
|
<div class="modal-footer">
|
||||||
|
<v:button string="Copy to contact" type="primary" method="copy_to_contact"/>
|
||||||
|
<v:button string="Cancel" action="_close"/>
|
||||||
|
</div>
|
||||||
|
</v:modal>
|
||||||
|
|
@ -0,0 +1,16 @@
|
||||||
|
<v:modal title="Select lead">
|
||||||
|
<div class="modal-body">
|
||||||
|
<v:flash/>
|
||||||
|
<v:list>
|
||||||
|
<field name="date"/>
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="company"/>
|
||||||
|
<field name="rating"/>
|
||||||
|
<field name="state"/>
|
||||||
|
</v:list>
|
||||||
|
</div>
|
||||||
|
<div class="modal-footer">
|
||||||
|
<v:button string="Copy to partner" type="primary" method="copy_to_partner"/>
|
||||||
|
<v:button string="Cancel" action="_close"/>
|
||||||
|
</div>
|
||||||
|
</v:modal>
|
||||||
|
|
@ -0,0 +1,38 @@
|
||||||
|
<v:page title="{{#if context.title}}{{context.title}}{{else}}Opportunity Analysis{{/if}}">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:row>
|
||||||
|
<v:field name="group_field" span="2"/>
|
||||||
|
<v:field name="subgroup_field" span="2"/>
|
||||||
|
<v:field name="view_type" span="2"/>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Time Frame"/>
|
||||||
|
<v:row>
|
||||||
|
<v:field name="date_field" span="2"/>
|
||||||
|
<v:field name="date_from" span="2"/>
|
||||||
|
<v:field name="date_to" span="2"/>
|
||||||
|
</v:row>
|
||||||
|
<v:field name="hide_details" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:toolbar>
|
||||||
|
<v:button string="Run Report" type="primary" method="run_report"/>
|
||||||
|
{{#if context.data.hide_details}}
|
||||||
|
<v:button string="Show Details" method="show_details"/>
|
||||||
|
{{else}}
|
||||||
|
<v:button string="Hide Details" method="hide_details"/>
|
||||||
|
{{/if}}
|
||||||
|
<v:button_group string="Export" dropdown="1">
|
||||||
|
<v:item string="CSV"/>
|
||||||
|
</v:button_group>
|
||||||
|
</v:toolbar>
|
||||||
|
<hr/>
|
||||||
|
<v:field name="domain_str" invisible="1"/>
|
||||||
|
{{#if context.data.domain_str}}
|
||||||
|
<div style="background-color:#eee;padding:10px;margin-bottom:5px">
|
||||||
|
Filtered By:
|
||||||
|
<div style="white-space:pre">{{{context.data.domain_str}}}</div>
|
||||||
|
</div>
|
||||||
|
{{/if}}
|
||||||
|
<v:field name="report_action" invisible="1"/>
|
||||||
|
{{view "action" options=context.data.report_action context=context}}
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,73 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Opportunities" action="opport_all"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{#if context.data.id}}Edit{{else}}New{{/if}} Opportunity">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1">
|
||||||
|
<v:form_head>
|
||||||
|
<strong>{{field_value "state" context=context}}</strong>
|
||||||
|
<div class="btn-toolbar" style="float:right;margin:0">
|
||||||
|
{{#if context.data.id}}
|
||||||
|
<v:button_group string="Options" dropdown="1" align="right">
|
||||||
|
<v:item string="Copy To Quotation" method="copy_to_quotation"/>
|
||||||
|
<v:item string="Copy" method="copy"/>
|
||||||
|
<v:divider/>
|
||||||
|
<v:item string="Send Email" method="send_email"/>
|
||||||
|
<v:item string="View Activities" action="activ_all" action_options="opport_id={{context.data.id}}"/>
|
||||||
|
<v:item string="View Quotations" action="quot_all" action_options='search_domain=[["opport_id","=",{{context.data.id}}]]'/>
|
||||||
|
</v:button_group>
|
||||||
|
{{/if}}
|
||||||
|
</div>
|
||||||
|
</v:form_head>
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:separator string="Opportunity Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="user_id"/>
|
||||||
|
<v:field name="name"/>
|
||||||
|
<v:field name="partner_id" create="1"/>
|
||||||
|
<v:field name="contact_id"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="date_close"/>
|
||||||
|
<v:field name="stage_id"/>
|
||||||
|
<v:field name="probability"/>
|
||||||
|
<v:field name="amount"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Additional Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="lead_source"/>
|
||||||
|
<v:field name="next_step"/>
|
||||||
|
</div>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="product_id"/>
|
||||||
|
<v:field name="qty"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:separator string="Description Information"/>
|
||||||
|
<v:row>
|
||||||
|
<div class="span5 form-horizontal">
|
||||||
|
<v:field name="description" width="500" height="80"/>
|
||||||
|
</div>
|
||||||
|
</v:row>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
<v:field name="state" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Save" method="_save" size="large" type="primary" next="opport_all"/>
|
||||||
|
{{#ifeq context.data.state "open"}}
|
||||||
|
<v:button string="Won" method="do_won" size="large" type="success"/>
|
||||||
|
<v:button string="Lost" method="do_lost" size="large" type="danger"/>
|
||||||
|
{{/ifeq}}
|
||||||
|
{{#ifin context.data.state "won" "lost"}}
|
||||||
|
<v:button string="Reopen" method="do_reopen" size="large" icon="repeat"/>
|
||||||
|
{{/ifin}}
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
{{#if context.data.id}}
|
||||||
|
<v:field name="quotations" template="quot_rlist" rlist="1"/>
|
||||||
|
{{/if}}
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,14 @@
|
||||||
|
<v:flash/>
|
||||||
|
{{include "opport_search" context=context}}
|
||||||
|
<v:button string="Delete" method="_delete" type="danger" size="small"/>
|
||||||
|
<v:button string="Export" action="opport_export" size="small"/>
|
||||||
|
<v:button string="Search" action="_search" icon="search" size="small" pull="right"/>
|
||||||
|
<v:list action="opport_edit">
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="partner_id"/>
|
||||||
|
<field name="date_close"/>
|
||||||
|
<field name="stage_id"/>
|
||||||
|
<field name="probability"/>
|
||||||
|
<field name="amount"/>
|
||||||
|
</v:list>
|
||||||
|
|
@ -0,0 +1,13 @@
|
||||||
|
<v:page title="Opportunities">
|
||||||
|
<v:toolbar>
|
||||||
|
<v:button string="New Opportunity" icon="plus-sign" action="opport_edit"/>
|
||||||
|
<v:button string="Import" action="opport_import" icon="download"/>
|
||||||
|
</v:toolbar>
|
||||||
|
<v:tabs>
|
||||||
|
<v:tab_item string="All" action="opport_all"/>
|
||||||
|
<v:tab_item string="Open" action="opport_open"/>
|
||||||
|
<v:tab_item string="Won" action="opport_won"/>
|
||||||
|
<v:tab_item string="Lost" action="opport_lost"/>
|
||||||
|
</v:tabs>
|
||||||
|
{{{context.content}}}
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,9 @@
|
||||||
|
<v:report_list>
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="partner_id"/>
|
||||||
|
<field name="date_close"/>
|
||||||
|
<field name="stage_id"/>
|
||||||
|
<field name="probability"/>
|
||||||
|
<field name="amount" group_operator="sum"/>
|
||||||
|
</v:report_list>
|
||||||
|
|
@ -0,0 +1,6 @@
|
||||||
|
<v:search>
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="partner_id"/>
|
||||||
|
<field name="stage_id"/>
|
||||||
|
</v:search>
|
||||||
|
|
@ -0,0 +1,3 @@
|
||||||
|
<v:widget title="Opportunities by stage">
|
||||||
|
<v:chart width="550" height="150" type="bar"/>
|
||||||
|
</v:widget>
|
||||||
|
|
@ -0,0 +1,9 @@
|
||||||
|
<v:widget title="Open Opportunities">
|
||||||
|
<v:button string="New Opportunity" icon="plus-sign" action="opport_edit"/>
|
||||||
|
<v:list action="opport_edit" noselect="1">
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="user_id"/>
|
||||||
|
<field name="stage_id"/>
|
||||||
|
<field name="date_close"/>
|
||||||
|
</v:list>
|
||||||
|
</v:widget>
|
||||||
|
|
@ -0,0 +1,15 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Pricelists" action="pricelist_all"/>
|
||||||
|
<v:bread_item string="{{context.data.list_id.1.}}" action="pricelist_edit" action_options="active_id={{context.data.list_id.0.}}"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="Add products to pricelist">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1">
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:field name="categ_id"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Add products" method="add_products" size="large" type="primary"/>
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,29 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Pricelists" action="pricelist_all"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{#if context.data.id}}Edit{{else}}New{{/if}} Pricelist">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form>
|
||||||
|
<v:form_head>
|
||||||
|
{{#if context.data.id}}
|
||||||
|
<div class="btn-toolbar" style="float:right;margin:0">
|
||||||
|
<v:button string="Print PDF" icon="print" action="report_pricelist" action_options="active_id={{context.data.id}}"/>
|
||||||
|
<v:button_group string="Options" dropdown="1" align="right">
|
||||||
|
<v:item string="Add products" action="pricelist_add" action_options="list_id={{context.data.id}}"/>
|
||||||
|
<v:item string="Update Prices" method="update_prices"/>
|
||||||
|
</v:button_group>
|
||||||
|
</div>
|
||||||
|
{{/if}}
|
||||||
|
</v:form_head>
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:field name="name"/>
|
||||||
|
<v:field name="date"/>
|
||||||
|
<v:field name="discount"/>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Save" method="_save" size="large" type="primary" next="pricelist_all"/>
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,18 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Pricelist Items" action="pricelist_item_all"/>
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{#if context.data.id}}Edit{{else}}New{{/if}} Pricelist Item">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form>
|
||||||
|
<v:form_body background="1">
|
||||||
|
<v:field name="list_id"/>
|
||||||
|
<v:field name="product_id"/>
|
||||||
|
<v:field name="price"/>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
<v:button string="Save" method="_save" size="large" type="primary" next="pricelist_item_all"/>
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,9 @@
|
||||||
|
<v:flash/>
|
||||||
|
{{include "pricelist_item_search" context=context}}
|
||||||
|
<v:button string="Delete" method="_delete" type="danger" size="small"/>
|
||||||
|
<v:button string="Search" action="_search" icon="search" size="small" pull="right"/>
|
||||||
|
<v:list action="pricelist_item_edit">
|
||||||
|
<field name="list_id"/>
|
||||||
|
<field name="product_id"/>
|
||||||
|
<field name="price"/>
|
||||||
|
</v:list>
|
||||||
|
|
@ -0,0 +1,9 @@
|
||||||
|
<v:page title="Price List Items">
|
||||||
|
<v:toolbar>
|
||||||
|
<v:button string="New Price List Item" icon="plus-sign" action="pricelist_item_edit"/>
|
||||||
|
</v:toolbar>
|
||||||
|
<v:tabs>
|
||||||
|
<v:tab_item string="All" action="pricelist_item_all"/>
|
||||||
|
</v:tabs>
|
||||||
|
{{{context.content}}}
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,4 @@
|
||||||
|
<v:search>
|
||||||
|
<field name="list_id"/>
|
||||||
|
<field name="product_id"/>
|
||||||
|
</v:search>
|
||||||
|
|
@ -0,0 +1,9 @@
|
||||||
|
<v:flash/>
|
||||||
|
{{include "pricelist_search" context=context}}
|
||||||
|
<v:button string="Delete" method="_delete" type="danger" size="small"/>
|
||||||
|
<v:button string="Export" action="pricelist_export" size="small"/>
|
||||||
|
<v:button string="Search" action="_search" icon="search" size="small" pull="right"/>
|
||||||
|
<v:list action="pricelist_edit">
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="date"/>
|
||||||
|
</v:list>
|
||||||
|
|
@ -0,0 +1,10 @@
|
||||||
|
<v:page title="Price Lists">
|
||||||
|
<v:toolbar>
|
||||||
|
<v:button string="New Price List" icon="plus-sign" action="pricelist_edit"/>
|
||||||
|
<v:button string="Import" action="pricelist_import" icon="download"/>
|
||||||
|
</v:toolbar>
|
||||||
|
<v:tabs>
|
||||||
|
<v:tab_item string="All" action="pricelist_all"/>
|
||||||
|
</v:tabs>
|
||||||
|
{{{context.content}}}
|
||||||
|
</v:page>
|
||||||
|
|
@ -0,0 +1,4 @@
|
||||||
|
<v:search>
|
||||||
|
<field name="name"/>
|
||||||
|
<field name="date"/>
|
||||||
|
</v:search>
|
||||||
|
|
@ -0,0 +1,80 @@
|
||||||
|
<v:bread>
|
||||||
|
<v:bread_item string="Quotations" action="quot_all"/>
|
||||||
|
{{#ifeq context.data.state "draft"}}
|
||||||
|
<v:bread_item string="Draft" action="quot_draft"/>
|
||||||
|
{{/ifeq}}
|
||||||
|
{{#ifeq context.data.state "waiting_approval"}}
|
||||||
|
<v:bread_item string="Awaiting Approval" action="quot_waiting_approval"/>
|
||||||
|
{{/ifeq}}
|
||||||
|
{{#ifeq context.data.state "approved"}}
|
||||||
|
<v:bread_item string="Approved" action="quot_approved"/>
|
||||||
|
{{/ifeq}}
|
||||||
|
{{#ifeq context.data.state "won"}}
|
||||||
|
<v:bread_item string="Won" action="quot_won"/>
|
||||||
|
{{/ifeq}}
|
||||||
|
{{#ifeq context.data.state "lost"}}
|
||||||
|
<v:bread_item string="Lost" action="quot_lost"/>
|
||||||
|
{{/ifeq}}
|
||||||
|
</v:bread>
|
||||||
|
<v:page title="{{#if context.data.id}}Edit{{else}}New{{/if}} Quotation">
|
||||||
|
<v:flash/>
|
||||||
|
<v:form border="1" {{#ifin context.data.state "approved" "won" "lost" "canceled"}}readonly="1"{{/ifin}}>
|
||||||
|
<v:form_head>
|
||||||
|
<strong>{{field_value "state" context=context}}</strong>
|
||||||
|
{{#if context.data.id}}
|
||||||
|
<div class="btn-toolbar" style="float:right;margin:0">
|
||||||
|
<v:button string="Print PDF" icon="print" action="report_quot_form" action_options="quot_id={{context.data.id}}"/>
|
||||||
|
<v:button_group string="Options" dropdown="1">
|
||||||
|
<v:item string="Copy To Sales Order" method="copy_to_sale_order"/>
|
||||||
|
<v:item string="Copy" method="copy"/>
|
||||||
|
<v:item string="Revise" method="revise" confirm="Are you sure you want to revise this quotation?"/>
|
||||||
|
<v:divider/>
|
||||||
|
<v:item string="View Activities" action="activ_all" action_options="quot_id={{context.data.id}}"/>
|
||||||
|
<v:item string="View Sales Orders" action="sale_all" action_options='search_domain=[["ref","=","{{context.data.number}}"]]'/>
|
||||||
|
</v:button_group>
|
||||||
|
</div>
|
||||||
|
{{/if}}
|
||||||
|
</v:form_head>
|
||||||
|
<v:form_body {{#unless context.readonly}}background="1"{{/unless}}>
|
||||||
|
<v:row>
|
||||||
|
<v:field name="partner_id" span="2" onchange="onchange_partner" create="1"/>
|
||||||
|
<v:field name="date" span="2"/>
|
||||||
|
<v:field name="number" span="2"/>
|
||||||
|
<v:field name="ref" span="2"/>
|
||||||
|
<v:field name="exp_date" span="2"/>
|
||||||
|
</v:row>
|
||||||
|
<v:row>
|
||||||
|
<v:field name="currency_id" span="2"/>
|
||||||
|
<v:field name="tax_type" span="2" onchange="update_amounts"/>
|
||||||
|
<v:field name="user_id" span="2"/>
|
||||||
|
<v:field name="opport_id" span="2"/>
|
||||||
|
<v:field name="payment_terms" span="2"/>
|
||||||
|
</v:row>
|
||||||
|
<v:field name="lines" template="quot_line_sheet" count="5" nolabel="1"/>
|
||||||
|
<div class="offset8 form-horizontal">
|
||||||
|
<v:field name="amount_subtotal"/>
|
||||||
|
<v:field name="amount_tax"/>
|
||||||
|
<v:field name="amount_total"/>
|
||||||
|
</div>
|
||||||
|
<v:field name="other_info" width="400" height="50"/>
|
||||||
|
<v:field name="state" invisible="1"/>
|
||||||
|
<v:field name="uuid" invisible="1"/>
|
||||||
|
</v:form_body>
|
||||||
|
<v:form_foot>
|
||||||
|
{{#ifin context.data.state "draft" "waiting_approval"}}
|
||||||
|
<v:button_group string="Save" split="1" method="_save" size="large" type="primary" next="quot_all">
|
||||||
|
<v:item string="Save & submit for approval" method="submit_for_approval" next="quot_waiting_approval"/>
|
||||||
|
</v:button_group>
|
||||||
|
<v:button string="Approve" method="approve" size="large" type="success" next="quot_approved"/>
|
||||||
|
{{/ifin}}
|
||||||
|
{{#ifeq context.data.state "approved"}}
|
||||||
|
<v:button string="Won" method="do_won" size="large" type="success"/>
|
||||||
|
<v:button string="Lost" method="do_lost" size="large" type="danger"/>
|
||||||
|
{{/ifeq}}
|
||||||
|
{{#ifin context.data.state "won" "lost"}}
|
||||||
|
<v:button string="Reopen" method="do_reopen" size="large" icon="repeat"/>
|
||||||
|
{{/ifin}}
|
||||||
|
</v:form_foot>
|
||||||
|
</v:form>
|
||||||
|
<v:history uuid="{{context.data.uuid}}"/>
|
||||||
|
</v:page>
|
||||||
Some files were not shown because too many files have changed in this diff Show More
Loading…
Reference in New Issue