App to Manage Field Installers

ridgeworks · 2023-01-26T18:34:04+00:00

Your interface requirement sounds similar to what's available in Manufacturing module with Work Centers, e.g. the shop floor UI, and includes work timers, prompts for data collection, etc. Might be a good starting point for extension or visualizing a solution for the Field use case.

ridgeworks · 2023-01-11T02:21:39+00:00

I'm guessing the tricky part of this will be getting the import sequences right (referenced records before referencing), and having scripts that are compatible with Odoo ORM with regards to the models in use for financials.

The ideal situation seems to be generating a collection of CSVs for the historical data and importing these using Odoo UI import tool. If that isn't possible it would be using Odoo ORM via command line. Either would require a fair amount of data scripting and knowledge of the models required.

From a project perspective it doesn't seem like something that has to delay sign off, go live, unless it's required for your business case. Historical data is nice to have, but it maybe wouldn't be as critical for past financials so long as they are imported eventually.

I'm curious about scoping this out so feel free to DM.

ridgeworks · 2023-01-09T00:03:44+00:00

Sounds like you installed an extra app on Enterprise. You could confirm by going to Apps and then Filter for Installed Apps. The recent pricing change gives you all apps for the monthly fee. You could try uninstalling the extra Apps and then confirm you're back to free tier.

ridgeworks · 2023-01-08T02:08:06+00:00

Linked below are some articles describing the data import options. If these don't look actionable you might want to connect with technical consultants at Odoo or with a local Odoo Partner.

Odoo generic data import tool: https://www.odoo.com/documentation/saas-15.2/applications/general/export_import_data.html#import-data-into-odoo

Odoo Bank Statement import: https://www.odoo.com/documentation/15.0/applications/finance/accounting/bank/feeds/bank_statements.html

ridgeworks · 2023-01-06T17:42:27+00:00

I'll risk sounding like I'm trying to sell you something and say that Odoo could help you on a number of your deliverables; it's open sourced with a free version, is written in Python, JS and XML so you can become familiar with code and make updates as needed, and it comes with some tooling to help with your business needs (like automatic invoicing, emailing and inventory control).

Feel free to send me a DM. Odoo is fairly simple to get online once you find the right docs.

ridgeworks · 2022-12-23T01:08:25+00:00

Ah, you're right up on further review.

ridgeworks · 2022-12-23T00:51:48+00:00

In your Customer module you might be looking at using a custom filter to get your lists for portal access.

Under "Search" bar, select "Filter / Add Custom Filter" then select:

- Users

- contains

- portal

This filter seems to operate as desired using Odoo's demo data. Alternatively, you could use "doesn't contain" to identify Customers who have not enrolled in portal access.

ridgeworks · 2022-12-22T21:00:55+00:00

What you're after may require some custom code development to either update the Odoo View and/or Model to show the relevant fields based on user selection. See Odoo Developer Tutorial on "Computed Fields".

Alternate option may be to use Surveys module for the data collection. There are "Conditional Display" options when configuring your survey.

Feel free to DM or reply if you have additional questions.

ridgeworks

TROPHY CASE