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[IMP] surveyor: improve the module #363

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[IMP] surveyor: improve the module #363

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55 changes: 17 additions & 38 deletions surveyor/__manifest__.py
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@@ -1,55 +1,36 @@
{
'name': 'Surveying & Mapping',
'version': '1.0',
'name': 'Land Surveyor',
'version': '2.0',
'category': 'Services',
'description': """
This setup is for industrial companies who are into sureveying and measurement activities.
It may include surveying of building properties and the measurement of completed construction activities.
""",
'depends': [
'base_automation',
'crm',
'documents',
'hr_timesheet',
'appointment_account_payment',
'crm_enterprise',
'documents_project',
'knowledge',
'planning',
'sale_project',
'web_studio',
'theme_treehouse',
'sale_crm',
'sale_management',
],
'data': [
'data/res_config_settings.xml',
'data/ir_attachment_pre.xml',
'data/base_automation.xml',
'data/ir_actions_server.xml',
'data/project_task_type.xml',
'data/documents_folder.xml',
'data/account_analytic_plan.xml',
'data/account_analytic_account.xml',
'data/project_project.xml',
'data/planning_role.xml',
'data/product_template.xml',
'data/product_product.xml',
'data/sale_order_template.xml',
'data/knowledge_cover.xml',
'data/knowledge_article.xml',
'data/knowledge_article_favorite.xml',
'data/mail_message.xml',
'data/website_view.xml',
'data/knowledge_tour.xml',
"data/knowledge_article_favorite.xml",
"data/mail_message.xml",
"data/knowledge_tour.xml",
],
'demo': [
'demo/account_analytic_plan.xml',
'demo/account_analytic_account.xml',
'demo/res_partner.xml',
'demo/crm_stage.xml',
'demo/crm_lead.xml',
'demo/sale_order.xml',
'demo/planning_slot.xml',
'demo/website_view.xml',
'demo/website_page.xml',
'demo/website_menu.xml',
'demo/website.xml',
'demo/website_theme_apply.xml',
'demo/website_ir_attachment.xml',
"demo/mail_activity.xml",
'demo/project_task_type.xml',
'demo/project_project.xml',
'demo/project_task.xml',
],
'license': 'OPL-1',
'assets': {
Expand All @@ -58,11 +39,9 @@
]
},
'author': 'Odoo S.A.',
'images': ['images/main.png'],
"cloc_exclude": [
"data/knowledge_article.xml",
"data/website_view.xml",
"static/src/js/my_tour.js",
"demo/website_view.xml",
],
'images': ['images/main.png'],
}
19 changes: 0 additions & 19 deletions surveyor/data/account_analytic_account.xml
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6 changes: 0 additions & 6 deletions surveyor/data/account_analytic_plan.xml
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18 changes: 0 additions & 18 deletions surveyor/data/base_automation.xml
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23 changes: 0 additions & 23 deletions surveyor/data/documents_folder.xml
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29 changes: 0 additions & 29 deletions surveyor/data/ir_actions_server.xml
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39 changes: 35 additions & 4 deletions surveyor/data/ir_attachment_pre.xml
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@@ -1,7 +1,38 @@
<?xml version='1.0' encoding='UTF-8'?>
<odoo noupdate="1">
<record id="ir_attachment_671" model="ir.attachment">
<field name="name">Surveyor.jpeg</field>
<field name="datas" type="base64" file="surveyor/static/src/binary/ir_attachment/671-Surveyor.jpeg"/>
</record>
<record id="knowledge.ir_attachment_computer_monitor_with_code" model="ir.attachment" forcecreate="1">
<field name="name">computer_monitor_with_code.jpg</field>
<field name="type">url</field>
<field name="url">/knowledge/static/src/img/computer_monitor_with_code.jpg</field>
</record>
<record id="knowledge.ir_attachment_persona_4" model="ir.attachment" forcecreate="1">
<field name="name">Persona_4.jpg</field>
<field name="type">url</field>
<field name="url">/knowledge/static/src/img/persona_4.jpg</field>
</record>
<record id="knowledge.ir_attachment_persona_3" model="ir.attachment" forcecreate="1">
<field name="name">Persona_3.jpg</field>
<field name="type">url</field>
<field name="url">/knowledge/static/src/img/persona_3.jpg</field>
</record>
<record id="knowledge.ir_attachment_persona_2" model="ir.attachment" forcecreate="1">
<field name="name">Persona_2.jpg</field>
<field name="type">url</field>
<field name="url">/knowledge/static/src/img/persona_2.jpg</field>
</record>
<record id="knowledge.ir_attachment_persona_1" model="ir.attachment" forcecreate="1">
<field name="name">Persona_1.jpg</field>
<field name="type">url</field>
<field name="url">/knowledge/static/src/img/persona_1.jpg</field>
</record>
<record id="knowledge.ir_attachment_house" model="ir.attachment" forcecreate="1">
<field name="name">House.jpg</field>
<field name="type">url</field>
<field name="url">/knowledge/static/src/img/house.jpg</field>
</record>
<record id="knowledge.ir_attachment_todo_list" model="ir.attachment" forcecreate="1">
<field name="name">Todo.jpg</field>
<field name="type">url</field>
<field name="url">/knowledge/static/src/img/todo.jpg</field>
</record>
</odoo>
121 changes: 72 additions & 49 deletions surveyor/data/knowledge_article.xml
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<?xml version='1.0' encoding='UTF-8'?>
<odoo>
<template id="welcome_article_body">
<h1>Surveyor</h1>
<p>This setup is for surveyors that sell services like land measurement &amp; mapping, planning permission, mediation counsel, etc to private customers as well as companies (architect, notary, real estate, …).</p>
<p><br /></p>
<p>They need a website to collect new leads and give access to produced documents.</p>
<p><br /></p>
<p>They also need subscriptions for long term relationships with larger companies that require several services per year.</p>
<div class="o_knowledge_behavior_anchor o_knowledge_behavior_type_toc" data-oe-protected="true">
<div class="o_knowledge_toc_content">
<a href="#" data-oe-nodeid="0" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Surveyor</a>
<a href="#" data-oe-nodeid="1" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Business flows</a>
<a href="#" data-oe-nodeid="2" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">Flow 1: Request a Quote</a>
<a href="#" data-oe-nodeid="3" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_2">From the website</a>
<a href="#" data-oe-nodeid="4" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_2">Surveyor meets the client</a>
<a href="#" data-oe-nodeid="5" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_2">(From a phone call)</a>
<a href="#" data-oe-nodeid="6" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">Flow 2: Buy &amp; deliver services</a>
<p class="oe-hint" data-oe-version="1.0"><span class="display-4-fs"><strong>Land Surveyor</strong></span><br/></p><p>Welcome to your Odoo Land Surveyor package! This guide will help you manage your surveyor business efficiently, from managing your leads jobs to invoicing clients.</p><h2><span class="h1-fs">Basics</span></h2>
<hr/>
<p>Your Odoo Land Surveyor package includes essential apps to streamline your operations:</p>
<ul>
<li>Manage survey projects and tasks with the <strong>Project</strong> app </li><li>Track leads and opportunities with the <strong>CRM</strong> app </li><li>Create professional quotes with the <strong>Sales</strong> app </li><li>Store and manage plans with <strong>Documents</strong></li><li>Schedule site visits using the <strong>Appointment</strong> app </li></ul>
<div class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3" data-oe-protected="true">
<i class="o_editor_banner_icon mb-3 fst-normal">⚠️</i>
<div class="w-100 px-3" data-oe-protected="false">
<p>If you want to easily discover every features of this package, try downloading the Demo Data.</p>
<p>You can still do it by upgrading your package in Apps.</p>
<p>Just be careful, once demo data are uploaded, it cannot be easily deleted. But you can restart a fresh database on <a href="http://Odoo.com/trial">Odoo.com/trial</a></p>
</div>
</div>
<p><br /></p>
<h1>Business flows</h1>
<h2>Flow 1: Request a Quote</h2>
<h3>From the website</h3>
<p><br /></p>
<p>Visit the Contact us page: This form will create an opportunity in the CRM, with the right information.</p>
<h3>Surveyor meets the client</h3>
<p>From the CRM, schedule a call or a meeting. Based on the client’s need, you can create a quotation using the quotation templates.</p>
<h3>(From a phone call)</h3>
<p>Quicker flow where the surveyor can directly create and send a quote to the lead.</p>
<h2>Flow 2: Buy &amp; deliver services</h2>
<p>When the quote is signed by the customer, a dedicated project is created with all the services listed in the quotation as a task.</p>
<p>In Planning, the surveyor can allocate the task to each employee (himself, topographer or drawer).</p>
<p>
In all cases, a surveyor will deliver documents. Therefore an integration with Documents is enabled to easily share the created documents and gather them if needed. To this intent a share link (share &amp; upload) can be generated for
each project sub-workspace so that the customer has direct access to it.
</p>
<p>Once the final documents are delivered to the customer, the surveyor can send the final invoice potentially adapting the hours spent on each service.<br /></p>
</template>

<record id="welcome_article" model="knowledge.article">
<field name="cover_image_position">92.01000000000006</field>
<field name="cover_image_id" ref="knowledge_cover_8"/>
<field name="parent_path">3/</field>
<field name="internal_permission">write</field>
<field name="is_locked">True</field>
<field name="is_article_visible_by_everyone" eval="True"/>
<field name="sequence">3</field>
<field name="name">Surveying &amp; Mapping</field>
<field name="icon">📐</field>
<field name="body">
<![CDATA[]]>
</field>
</record>
<h3><br/></h3><h3>Customer Management (CRM) 🤝</h3>
<p>The CRM app helps track leads and manage customer relationships:</p>
<ul>
<li>Capture and qualify new service requests</li>
<li>Track ongoing opportunities and estimates</li>
<li>Store detailed customer history and preferences</li>
<li>Follow up on quotes and maintenance reminders</li>
<li>Monitor your sales pipeline</li>
</ul>
<p><a class="btn btn-outline-primary" href="https://www.odoo.com/documentation/latest/applications/sales/crm.html">🎓 CRM</a></p>
<p><br/></p>
<h3>Appointment Scheduling 📅</h3>
<p>The Appointment app streamlines your booking process:</p>
<ul>
<li>Set up different appointment types for various services</li>
<li>Define your availability and working hours</li>
<li>Enable online booking for clients</li>
<li>Send automatic reminders and confirmations</li>
</ul>
<p><br/></p>
<h3>Sales &amp; Quoting 💰</h3>
<p>The Sales app helps create professional quotes:</p>
<ul>
<li>Build detailed estimates for complex jobs</li>
<li>Include materials and labor costs</li>
<li>Set up standard pricing for common services</li>
<li>Track quote acceptance and conversion rates</li>
<li>Generate professional-looking documents</li>
</ul>
<p><a href="https://www.odoo.com/documentation/latest/applications/sales/sales.html" class="btn btn-outline-primary">🎓 Sales</a></p><p><br/></p>
<h3>Time Tracking ⏱️</h3>
<p>The Timesheet app helps monitor job efficiency:</p>
<ul>
<li>Log time spent on each service call</li>
<li>Track travel time between jobs</li>
<li>Monitor technician productivity</li>
<li>Generate accurate billing based on time</li>
<li>Analyse job profitability</li>
</ul>
<p><a class="btn btn-outline-primary" href="https://www.odoo.com/documentation/latest/applications/services/timesheets.html">🎓 Timesheets</a></p><p><br/></p><h3>Survey Projects 📊 </h3><ul><li>Create project templates for different survey types </li><li>Track progress through survey phases </li><li>Store and organize survey data </li><li>Generate and share final deliverables</li></ul><p><a href="https://www.odoo.com/documentation/latest/applications/services/project.html" class="btn btn-outline-primary">🎓 Project</a></p><p><br/></p><h3>Document Management 📋 </h3><ul><li>Store survey plans securely </li><li>Organize property documentation </li><li>Maintain digital archives </li><li>Share deliverables professionally</li></ul><p><a href="https://www.odoo.com/documentation/latest/applications/productivity/documents.html?highlight=document" class="btn btn-outline-primary">🎓 Documents</a></p><p><br/></p><h1>Do You Want to Go Further?</h1>
<hr/>
<p>Odoo offers additional possibilities to enhance your Land Surveyor business:</p>
<ul>
<li>Start receiving quote requests and showcase your services online with the <strong>Website</strong> app</li><li>Plan your team's schedules efficiently with <strong>Planning</strong></li><li>Send site visit reminders with <strong>SMS Marketing</strong></li></ul><p>These features can be added to your current subscription. Feel free to explore and expand your Odoo experience!</p>
<div class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-info pb-0 pt-3" data-oe-protected="true">
<i class="o_editor_banner_icon mb-3 fst-normal">🚀</i>
<div class="w-100 px-3" data-oe-protected="false">
<p>Would you like to discuss your Odoo setup with us or explore more features?</p>
<p><a href="https://www.odoo.com/contactus" class="btn btn-primary">Reach us</a><br/></p>
</div>
</div><p><br/></p>
</template>
<record id="welcome_article" model="knowledge.article">
<field name="name">Land Surveyor</field>
<field name="icon">📐</field>
<field name="cover_image_position">25.6815673828125</field>
<field name="internal_permission">write</field>
<field name="sequence">16</field>
<field name="last_edition_uid" ref="base.user_admin"/>
<field name="is_article_visible_by_everyone" eval="True"/>
</record>
</odoo>
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