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records_management/
├── __init__.py ├── __manifest__.py ├── controllers/ │ ├── __init__.py │ └── portal.py ├── models/ │ ├── __init__.py │ ├── stock_production_lot.py │ ├── shredding_service.py │ └── pickup_request.py
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‎SCRM_Records-Management.py‎

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from . import stock_production_lot
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from . import shredding_service
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from . import pickup_request
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from . import stock_picking
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from odoo import fields, models
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from odoo import fields, models, api
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from odoo import fields, models
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from odoo import api, models
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from . import portal
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from odoo import http
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from odoo.http import request
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from collections import defaultdict
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# records_management/__manifest__.py
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{
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'name': 'Records Management',
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'version': '1.0',
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'summary': 'Manage customer inventory and shredding services',
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'depends': ['stock', 'sale', 'website', 'maintenance'],
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'data': [
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'security/groups.xml',
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'security/ir.model.access.csv',
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'data/products.xml',
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'data/scheduled_actions.xml',
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'views/shredding_views.xml',
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'views/pickup_views.xml',
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'views/templates.xml',
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],
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'assets': {
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'web.assets_backend': [
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'records_management/static/src/js/map_widget.js',
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],
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},
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'installable': True,
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'auto_install': False,
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} # type: ignore
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# records_management/models/__init__.py
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# records_management/models/stock_production_lot.py
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class StockProductionLot(models.Model):
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_inherit = 'stock.production.lot'
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customer_id = fields.Many2one('res.partner', string='Customer')
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# records_management/models/shredding_service.py
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class ShreddingService(models.Model):
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_name = 'shredding.service'
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_description = 'Document Shredding Service'
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customer_id = fields.Many2one('res.partner', string='Customer', required=True)
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service_date = fields.Date(string='Service Date', default=fields.Date.today)
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service_type = fields.Selection([
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('bin', 'Bin Shredding'),
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('box', 'Box Shredding')
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], string='Service Type', required=True)
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bin_ids = fields.Many2many('stock.production.lot', string='Serviced Bins',
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domain=[('product_id.name', '=', 'Shredding Bin')])
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box_quantity = fields.Integer(string='Number of Boxes')
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shredded_box_ids = fields.Many2many('stock.production.lot', string='Shredded Boxes',
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domain=[('customer_id', '!=', False)])
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audit_barcodes = fields.Text(string='Audit Barcodes')
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total_charge = fields.Float(string='Total Charge', compute='_compute_total_charge')
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timestamp = fields.Datetime(string='Service Timestamp', default=fields.Datetime.now)
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latitude = fields.Float(string='Latitude')
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longitude = fields.Float(string='Longitude')
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attachment_ids = fields.Many2many('ir.attachment', string='Attachments')
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map_display = fields.Char(compute='_compute_map_display', string='Map')
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@api.depends('service_type', 'bin_ids', 'box_quantity', 'shredded_box_ids')
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def _compute_total_charge(self):
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for record in self:
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if record.service_type == 'bin':
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record.total_charge = len(record.bin_ids) * 10.0
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else:
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qty = record.box_quantity or len(record.shredded_box_ids)
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record.total_charge = qty * 5.0
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def _compute_map_display(self):
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for record in self:
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record.map_display = f"{record.latitude},{record.longitude}"
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# records_management/models/pickup_request.py
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class PickupRequest(models.Model):
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_name = 'pickup.request'
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_description = 'Pickup Request'
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customer_id = fields.Many2one('res.partner', string='Customer', required=True)
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request_date = fields.Date(string='Request Date', default=fields.Date.today)
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state = fields.Selection([
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('draft', 'Draft'),
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('confirmed', 'Confirmed'),
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('done', 'Done')
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], default='draft', string='Status')
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item_ids = fields.Many2many('stock.production.lot', string='Items',
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domain="[('customer_id', '=', customer_id)]")
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# records_management/models/stock_picking.py
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class StockPicking(models.Model):
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_inherit = 'stock.picking'
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def button_validate(self):
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res = super().button_validate()
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if self.state == 'done' and self.picking_type_id.code == 'outgoing':
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customer_items = self.move_line_ids.filtered(lambda ml: ml.lot_id.customer_id)
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if customer_items:
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customer = customer_items[0].lot_id.customer_id
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self.env['sale.order'].create({
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'partner_id': customer.id,
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'order_line': [(0, 0, {
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'product_id': self.env.ref('records_management.retrieval_fee_product').id,
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'product_uom_qty': len(customer_items),
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})],
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})
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return res
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# records_management/controllers/__init__.py
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# records_management/controllers/portal.py
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class InventoryPortal(http.Controller):
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@http.route('/my/inventory', type='http', auth='user', website=True)
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def inventory(self, **kw):
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partner = request.env.user.partner_id
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serials = request.env['stock.production.lot'].search([('customer_id', '=', partner.id)])
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quants = request.env['stock.quant'].search([
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('lot_id', 'in', serials.ids),
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('location_id.usage', '=', 'internal')
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])
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return request.render('records_management.inventory_template', {'quants': quants})
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@http.route('/my/request_pickup', type='http', auth='user', website=True, methods=['POST'])
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def request_pickup(self, **post):
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partner = request.env.user.partner_id
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item_ids = [int(id) for id in request.httprequest.form.getlist('item_ids')]
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items = request.env['stock.production.lot'].search([
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('id', 'in', item_ids),
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('customer_id', '=', partner.id)
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])
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if items:
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request.env['pickup.request'].create({
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'customer_id': partner.id,
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'item_ids': [(6, 0, items.ids)],
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})
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return request.redirect('/my/inventory')
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# records_management/views/templates.xml
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<odoo>
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<template id="inventory_template" name="My Inventory">
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<t t-call="website.layout">
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<div class="container">
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<h2>My Inventory</h2>
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<form action="/my/request_pickup" method="post">
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<table class="table table-striped">
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<thead>
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<tr>
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<th>Select</th>
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<th>Product</th>
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<th>Serial Number</th>
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<th>Location</th>
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</tr>
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</thead>
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<tbody>
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<t t-foreach="quants" t-as="quant">
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<tr>
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<td>
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<input type="checkbox" name="item_ids" t-att-value="quant.lot_id.id"/>
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</td>
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<td><t t-esc="quant.product_id.display_name"/></td>
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<td><t t-esc="quant.lot_id.name"/></td>
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<td><t t-esc="quant.location_id.display_name"/></td>
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</tr>
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</t>
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</tbody>
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</table>
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<button type="submit" class="btn btn-primary">Request Check-Out for Selected Items</button>
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</form>
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</div>
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</t>
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</template>
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</odoo>
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# records_management/views/shredding_views.xml
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<odoo>
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<record id="view_shredding_service_form" model="ir.ui.view">
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<field name="name">shredding.service.form</field>
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<field name="model">shredding.service</field>
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<field name="arch" type="xml">
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<form>
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<sheet>
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<group>
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<field name="customer_id"/>
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<field name="service_date"/>
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<field name="service_type"/>
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<field name="bin_ids"/>
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<field name="box_quantity"/>
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<field name="shredded_box_ids"/>
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<field name="audit_barcodes"/>
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<field name="total_charge" readonly="1"/>
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<field name="timestamp"/>
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<field name="latitude"/>
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<field name="longitude"/>
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<field name="attachment_ids" widget="many2many_binary"/>
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<field name="map_display" widget="map_widget" options="{'latitude_field': 'latitude', 'longitude_field': 'longitude'}"/>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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</odoo>
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# records_management/views/pickup_views.xml
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<odoo>
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<record id="view_pickup_request_form" model="ir.ui.view">
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<field name="name">pickup.request.form</field>
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<field name="model">pickup.request</field>
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<field name="arch" type="xml">
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<form>
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<sheet>
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<group>
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<field name="customer_id"/>
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<field name="request_date"/>
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<field name="state"/>
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<field name="item_ids"/>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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</odoo>
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# records_management/data/products.xml
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<odoo>
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<record id="box_product" model="product.product">
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<field name="name">Box</field>
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<field name="type">product</field>
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<field name="tracking">serial</field>
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</record>
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<record id="file_product" model="product.product">
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<field name="name">File</field>
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<field name="type">product</field>
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<field name="tracking">serial</field>
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</record>
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<record id="shredding_bin_product" model="product.product">
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<field name="name">Shredding Bin</field>
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<field name="type">product</field>
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<field name="tracking">serial</field>
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</record>
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<record id="retrieval_fee_product" model="product.product">
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<field name="name">Retrieval Fee</field>
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<field name="type">service</field>
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<field name="list_price">10.0</field>
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</record>
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<record id="storage_fee_product" model="product.product">
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<field name="name">Storage Fee</field>
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<field name="type">service</field>
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<field name="list_price">5.0</field>
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</record>
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</odoo>
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# records_management/data/scheduled_actions.xml
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<odoo>
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<record id="ir_cron_storage_fees" model="ir.cron">
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<field name="name">Compute Monthly Storage Fees</field>
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<field name="model_id" ref="base.model_ir_cron"/>
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<field name="state">code</field>
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<field name="code">
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quants = env['stock.quant'].search([('location_id.usage', '=', 'internal'), ('lot_id.customer_id', '!=', False)])
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customer_items = defaultdict(int)
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for quant in quants:
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customer = quant.lot_id.customer_id
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if customer:
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customer_items[customer] += 1
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for customer, qty in customer_items.items():
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env['sale.order'].create({
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'partner_id': customer.id,
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'order_line': [(0, 0, {
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'product_id': env.ref('records_management.storage_fee_product').id,
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'product_uom_qty': qty,
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})],
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})
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</field>
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<field name="interval_number">1</field>
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<field name="interval_type">months</field>
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<field name="numbercall">-1</field>
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</record>
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</odoo>
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# records_management/security/groups.xml
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<odoo>
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<record id="group_warehouse_manager" model="res.groups">
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<field name="name">Warehouse Manager</field>
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</record>
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<record id="group_shredding_technician" model="res.groups">
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<field name="name">Shredding Technician</field>
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</record>
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<record id="group_customer_service" model="res.groups">
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<field name="name">Customer Service</field>
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</record>
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</odoo>
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# records_management/security/ir.model.access.csv
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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access_stock_production_lot_manager,access.stock.production.lot.manager,model_stock_production_lot,group_warehouse_manager,1,1,1,1
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access_stock_production_lot_cs,access.stock.production.lot.cs,model_stock_production_lot,group_customer_service,1,0,0,0
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access_shredding_service_tech,access.shredding.service.tech,model_shredding_service,group_shredding_technician,1,1,1,1
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access_shredding_service_cs,access.shredding.service.cs,model_shredding_service,group_customer_service,1,0,0,0
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access_pickup_request_cs,access.pickup.request.cs,model_pickup_request,group_customer_service,1,1,1,1
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access_pickup_request_manager,access.pickup.request.manager,model_pickup_request,group_warehouse_manager,1,0,0,0
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# records_management/static/src/js/map_widget.js
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odoo.define('records_management.map_widget', function (require) {
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"use strict";
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var AbstractField = require('web.AbstractField');
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var fieldRegistry = require('web.field_registry');
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var MapWidget = AbstractField.extend({
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className: 'map_widget',
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_render: function () {
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this.$el.html('<div class="map_container" style="width:100%;height:300px"></div>');
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var latitude = this.recordData[this.options.latitude_field];
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var longitude = this.recordData[this.options.longitude_field];
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if (latitude && longitude && window.google && window.google.maps) {
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var map = new google.maps.Map(this.$('.map_container')[0], {
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center: { lat: latitude, lng: longitude },
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zoom: 15
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});
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new google.maps.Marker({
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position: { lat: latitude, lng: longitude },
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map: map
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});
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} else {
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this.$('.map_container').html('<span>No location set</span>');
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}
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return this._super();
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}
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});
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fieldRegistry.add('map_widget', MapWidget);
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return MapWidget;
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});

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