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odoo
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feat: Update customer inventory and pickup request views, and add comprehensive menu structure for Records Management module
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‎RECORDS_MANAGEMENT_MENU_STRUCTURE.md‎

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# Records Management - Odoo 18.0 Menu Structure
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## Overview
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The Records Management module menu structure has been completely reorganized to follow Odoo 18.0 best practices and provide a logical, hierarchical navigation experience.
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## Menu Hierarchy
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### 📁 Records Management (Root Menu)
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- **Sequence**: 50
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- **Icon**: `records_management,static/description/icon.png`
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- **Groups**: `records_management.group_records_user`
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#### 🔧 Operations (Sequence: 10)
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Daily operational activities for records management staff.
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- **Storage Boxes** (Sequence: 10) → `action_records_box`
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- Manage physical storage boxes and containers
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- **Documents** (Sequence: 20) → `action_records_document`
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- Manage individual documents and files
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- **Pickup Requests** (Sequence: 30) → `action_pickup_request`
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- Handle document pickup and collection requests
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- **Shredding Services** (Sequence: 40) → `action_shredding_service`
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- Manage document destruction services
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- **Serial Numbers** (Sequence: 50) → `action_stock_lot`
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- Track serial numbers for inventory items
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#### 📊 Inventory (Sequence: 20)
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Inventory management and tracking capabilities.
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- **Customer Inventory** (Sequence: 10) → `action_customer_inventory_report`
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- View and manage customer-specific inventory
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- **Retention Policies** (Sequence: 20) → `action_records_retention_policy`
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- Define and manage document retention rules
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- **Groups**: `records_management.group_records_manager`
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#### 📈 Reporting (Sequence: 30)
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Analytics and reporting functions.
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- **Storage Reports** (Sequence: 10) → `report_box_contents`
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- Generate storage and box content reports
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- **Inventory Reports** (Sequence: 20) → `action_customer_inventory_report`
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- Customer inventory analysis and reports
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#### ⚙️ Configuration (Sequence: 100)
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Administrative settings and master data management.
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**Groups**: `records_management.group_records_manager`
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##### 📋 Master Data (Sequence: 10)
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Core configuration data.
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- **Storage Locations** (Sequence: 10) → `action_records_location`
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- Configure physical storage locations
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- **Document Types** (Sequence: 20) → `action_records_document_type`
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- Define document categories and types
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- **Classification Tags** (Sequence: 30) → `action_records_tag`
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- Manage document classification tags
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##### 🛍️ Products & Services (Sequence: 20)
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Product and service configuration.
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- **Service Products** (Sequence: 10) → `product.product_template_action`
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- Configure service products and templates
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- **Product Variants** (Sequence: 20) → `product.product_normal_action`
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- Manage product variants and configurations
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##### 🔧 Settings (Sequence: 90)
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General module settings and preferences.
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## Key Improvements
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### ✅ Odoo 18.0 Compliance
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- **Proper Sequencing**: Logical numerical sequences (10, 20, 30, etc.)
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- **Security Groups**: Appropriate group restrictions for different user levels
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- **Hierarchy**: Clear parent-child relationships following Odoo standards
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- **Naming**: Descriptive menu names following business terminology
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### ✅ User Experience
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- **Logical Grouping**: Related functions are grouped together
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- **Progressive Disclosure**: Basic operations first, advanced configuration last
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- **Role-Based Access**: Different menu visibility based on user permissions
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- **Intuitive Navigation**: Clear section separation with visual indicators
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### ✅ Security Structure
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- **Regular Users** (`group_records_user`): Access to Operations, Inventory, and Reporting
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- **Managers** (`group_records_manager`): Additional access to Configuration and administrative functions
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### ✅ Removed Duplicates
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Cleaned up duplicate menu definitions that existed in multiple files:
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- Removed duplicate root menu from `stock_lot_views.xml`
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- Removed duplicate customer inventory menu from `customer_inventory_views.xml`
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- Removed duplicate retention policy menu from `records_retention_policy_views.xml`
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- Removed duplicate document type menu from `records_document_type_views.xml`
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- Removed duplicate pickup request menu from `pickup_request.xml`
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## Compatibility Notes
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### Standard Odoo Patterns
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The menu structure follows standard Odoo application patterns:
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- Operations → Daily work activities
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- Inventory/Management → Data management and tracking
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- Reporting → Analytics and insights
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- Configuration → Administrative setup
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### External Dependencies
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- **Product Management**: Leverages standard Odoo product actions
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- **Stock Management**: Integrates with Odoo inventory system
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- **Security**: Uses Odoo's group-based permission system
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This structure provides a solid foundation for Records Management operations while maintaining full compatibility with Odoo 18.0 and Odoo.sh deployment requirements.

‎records_management/views/customer_inventory_views.xml‎

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<field name="view_id" ref="view_stock_quant_graph_customer"/>
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<field name="domain">[('customer_id', '!=', False)]</field>
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</record>
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<!-- Main Customer Inventory Action for Menu -->
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<record id="action_customer_inventory_report" model="ir.actions.act_window">
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<field name="name">Customer Inventory</field>
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<field name="res_model">stock.quant</field>
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<field name="view_mode">tree,form,graph</field>
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<field name="domain">[('customer_id', '!=', False)]</field>
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<field name="context">{'search_default_customer_id': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No customer inventory found!
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</p>
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<p>
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Customer inventory will appear here once you have stored items for customers.
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</p>
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</field>
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</record>
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</odoo>

‎records_management/views/pickup_request.xml‎

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</field>
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</record>
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<menuitem id="menu_pickup_request"
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name="Pickup Requests"
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parent="stock.menu_stock_root"
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action="action_pickup_request"
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groups="records_management.group_records_user"/>
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</odoo>

‎records_management/views/records_document_type_views.xml‎

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</p>
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</field>
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</record>
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<!-- Menu Item -->
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<menuitem id="menu_records_document_type"
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name="Document Types"
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parent="records_management_configuration_menu"
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action="action_records_document_type"
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sequence="20"/>
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</odoo>

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